Lynx Investment Advisory Portfolio Holdings by Sector
Lynx Investment Advisory
- $139 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ IJH NOBL DFAI FGD IGRO GLD GLDM 71 stocks |
$86.2 Million
63.64% of portfolio
|
59
|
9
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.03 Million
4.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC RF HBAN USB UBSI ZION FHN CFG 10 stocks |
$4.46 Million
3.29% of portfolio
|
9
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V WU PYPL 4 stocks |
$4.28 Million
3.16% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4.24 Million
3.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$3.72 Million
2.75% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$3.44 Million
2.54% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.78 Million
2.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE GILD ABBV MRK JNJ AZN 6 stocks |
$2.67 Million
1.97% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD QCOM 3 stocks |
$1.8 Million
1.33% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR OGE 2 stocks |
$1.6 Million
1.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL TTE 3 stocks |
$1.32 Million
0.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ GSAT 2 stocks |
$1.1 Million
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.06 Million
0.78% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF FAF 2 stocks |
$979,603
0.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY DKS 2 stocks |
$822,086
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$776,779
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$765,975
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$715,139
0.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP 2 stocks |
$688,546
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JHG KKR 2 stocks |
$684,536
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$619,822
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$530,478
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$527,447
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$443,159
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$420,753
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$379,460
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$337,632
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$307,526
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IXJ 1 stocks |
$287,554
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$278,698
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$277,805
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$258,732
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$235,185
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$213,790
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY 1 stocks |
$209,830
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|