Lynx Investment Advisory Purchases in Q3 2025

Lynx Investment Advisory

  • $167 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.33%
$620.67 - $670.08 $1.24K - $1.34K
615 $412M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.24%
$139.82 - $155.45 $699 - $777
2.07K $321M
SCHV
Schwab Strategic Tr Us Large C

ETFs
156
+ 0.92%
$27.61 - $29.15 $4.31K - $4.55K
17.1K $497M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 0.76%
$211.65 - $238.24 $23.9K - $26.9K
14.9K $3.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
200
+ 1.2%
$72.57 - $74.72 $14.5K - $14.9K
16.8K $1.25B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37
+ 0.47%
$52.12 - $55.33 $1.93K - $2.05K
7.96K $440M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.31%
$285.05 - $309.14 $855 - $927
976 $301M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.12%
N/A
1.66K $358M
WOOD
Ishares Global Timber & Forest
239
+ 0.91%
N/A
26.4K $1.94B
SCHP
Schwab Strategic Us Tips ETF

ETFs
532
+ 4.12%
$26.44 - $27.1 $14.1K - $14.4K
13.4K $362M
VTV
Vanguard Value ETF

ETFs
2
+ 0.13%
$175.51 - $186.57 $351 - $373
1.5K $280M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
522
+ 4.32%
$23.54 - $23.97 $12.3K - $12.5K
12.6K $302M
MBB
Ishares Tr

ETFs
110
+ 4.46%
$92.46 - $95.73 $10.2K - $10.5K
2.58K $245M
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$69.62 - $73.99 $69.6 - $74
5.16K $372M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27
+ 0.3%
$48.5 - $50.19 $1.31K - $1.36K
8.95K $448M
META
Meta Platforms, Inc.

Communication Services
21
+ 1.14%
$695.21 - $791.73 $14.6K - $16.6K
1.86K $1.37B
DFIP
Dimensional ETF Tr Inflation P

ETFs
71
+ 0.91%
$41.6 - $42.66 $2.95K - $3.03K
7.85K $331M
TIP
Ishares Tr Tips Bd ETF

ETFs
21
+ 0.71%
$109.11 - $111.88 $2.29K - $2.35K
2.98K $332M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
20
+ 1.15%
$116.29 - $120.92 $2.33K - $2.42K
1.77K $212M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
37
+ 0.67%
$68.92 - $72.06 $2.55K - $2.67K
5.59K $394M
SCHO
Schwab Short Term Us Treasury

ETFs
142
+ 1.53%
$24.23 - $24.42 $3.44K - $3.47K
9.41K $230M
CSCO
Cisco Systems, Inc.

Technology
15
+ 0.32%
$66.2 - $71.79 $993 - $1.08K
4.73K $323M
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.16%
$129.95 - $152.16 $390 - $456
1.86K $241M
WM
Waste Management Inc

Industrials
1
+ 0.07%
$213.88 - $237.1 $214 - $237
1.36K $300M
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.96%
$150.47 - $161.22 $3.91K - $4.19K
2.74K $420M
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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