Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $147 Billion
  • Q4 2024

Lynx Investment Advisory has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $9.43B, Ishares Core S&P Mid Cap ETF with a value of $7.53B, Apple Inc. with a value of $6.61B, Proshares S&P 500 Dividend Ari with a value of $5.3B, and Spdr Gold Trust with a value of $4.29B.

Examining the 13F form we can see an increase of $7.73B in the current position value, from $139B to 147B.

Lynx Investment Advisory is based out at Washington, Dc, DC

Below you can find more details about Lynx Investment Advisory portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $87.8 Billion
Technology: $16 Billion
Financial Services: $16 Billion
Consumer Cyclical: $6.51 Billion
Communication Services: $6.13 Billion
Healthcare: $3.01 Billion
Energy: $1.9 Billion
Utilities: $1.67 Billion
Other: $2.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$686 Million 0.47% of portfolio
29,076
Q4 2024 Reduced 20.83%
$755B
$634 Million 0.43% of portfolio
2,646
Q4 2024 Added 5.17%
$148B
$626 Million 0.43% of portfolio
10,385
Q4 2024 Added 0.48%
$9.06B
$618 Million 0.42% of portfolio
14,986
Q4 2024 Added 32.01%
$0
$606 Million 0.41% of portfolio
1,477
Q4 2024 Added 0.48%
Vanguard Core Bond ETF
-
$603 Million 0.41% of portfolio
-
Q4 2024 New
$0
$597 Million 0.41% of portfolio
23,526
Q4 2024 Added 14.72%
$75.3B
$580 Million 0.4% of portfolio
3,007
Q4 2024 Added 0.07%
$0
$593 Million 0.4% of portfolio
954
Q3 2024 Added 3.7%
$0
$577 Million 0.39% of portfolio
2,481
Q4 2024 Added 0.16%
$0
$553 Million 0.38% of portfolio
14,329
Q4 2024 Reduced 7.83%
$11.1B
$554 Million 0.38% of portfolio
27,507
Q4 2024 Added 0.08%
$21.8B
$550 Million 0.38% of portfolio
23,380
Q4 2024 Added 0.1%
$22.8B
$543 Million 0.37% of portfolio
33,374
Q4 2024 Added 0.09%
$0
$547 Million 0.37% of portfolio
48,033
Q4 2024 Reduced 7.0%
$0
$534 Million 0.36% of portfolio
16,131
Q4 2024 Reduced 2.28%
$19.7B
$492 Million 0.34% of portfolio
9,136
Q4 2024 Added 0.71%
$68.2B
$491 Million 0.34% of portfolio
10,270
Q4 2024 Added 0.09%
$6.94B
$488 Million 0.33% of portfolio
11,475
Q4 2024 Reduced 0.42%
$6.75B
$482 Million 0.33% of portfolio
7,721
Q4 2024 Added 4.58%
$4.76B
$470 Million 0.32% of portfolio
12,518
Q4 2024 Added 0.09%
$20.3B
$463 Million 0.32% of portfolio
5,396
Q4 2024 Reduced 2.33%
$0
$466 Million 0.32% of portfolio
18,011
Q4 2024 Added 93.06%
$435B
$455 Million 0.31% of portfolio
511
Q4 2024 Reduced 4.49%
$409B
$448 Million 0.31% of portfolio
2,675
Q4 2024 Reduced 12.15%
$16.8B
$446 Million 0.3% of portfolio
7,936
Q4 2024 Added 0.06%
$440B
$445 Million 0.3% of portfolio
880
Q3 2024 Added 7.19%
Sei Select Small Cap ETF
-
$447 Million 0.3% of portfolio
-
Q4 2024 New
$0
$426 Million 0.29% of portfolio
11,151
Q4 2024 Reduced 27.3%
$22B
$421 Million 0.29% of portfolio
9,621
Q4 2024 Reduced 0.2%
$0
$402 Million 0.27% of portfolio
7,857
Q4 2024 Added 0.68%
$0
$401 Million 0.27% of portfolio
681
Q4 2024 Added 1.19%
$454B
$398 Million 0.27% of portfolio
2,387
Q4 2024 Added 26.1%
$0
$391 Million 0.27% of portfolio
7,978
Q4 2024 Added 2.54%
$0
$385 Million 0.26% of portfolio
3,614
Q4 2024 Reduced 0.14%
$15.6B
$374 Million 0.26% of portfolio
21,831
Q4 2024 Added 0.17%
$27B
$379 Million 0.26% of portfolio
2,313
Q4 2024 Reduced 0.52%
$0
$384 Million 0.26% of portfolio
751
Q4 2024 Reduced 2.97%
$181B
$370 Million 0.25% of portfolio
1,021
Q4 2024 Reduced 5.11%
$0
$359 Million 0.25% of portfolio
13,908
Q4 2024 Added 117.04%
Sei Select Emerging Markets Equity ETF
-
$369 Million 0.25% of portfolio
-
Q4 2024 New
$361B
$348 Million 0.24% of portfolio
1,959
Q4 2024 Added 14.49%
$0
$352 Million 0.24% of portfolio
7,274
Q4 2024 Added 0.9%
$0
$357 Million 0.24% of portfolio
13,713
Q4 2024 Added 343.07%
$265B
$345 Million 0.24% of portfolio
3,817
Q4 2024 Reduced 2.83%
$0
$337 Million 0.23% of portfolio
1,719
Q4 2024 Added 0.29%
$0
$339 Million 0.23% of portfolio
3,183
Q4 2024 Added 10.41%
$0
$328 Million 0.22% of portfolio
5,795
Q4 2024 Reduced 16.68%
$37.2B
$306 Million 0.21% of portfolio
30,920
Q4 2024 Added 0.24%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $147 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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