Lynx Investment Advisory Top Holdings and 13F Report (2024) About Lynx Investment AdvisoryInvestment ActivityLynx Investment Advisory has $134.99 million in total holdings as of June 30, 2024.Lynx Investment Advisory owns shares of 815 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco S&P 500 Quality ETF $6,727,479iShares Core S&P Mid-Cap ETF $5,658,856Apple $5,241,277ProShares S&P 500 Aristocrats ETF $3,741,102Microsoft $3,699,015 Sector AllocationMap of 500 Largest Holdings ofLynx Investment Advisory Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$6,727,479105,8785.0%ETFIJHiShares Core S&P Mid-Cap ETF$5,658,85696,7004.2%ETFAAPLApple$5,241,27724,8853.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$3,741,10238,9172.8%ETFMSFTMicrosoft$3,699,0158,2762.7%Computer and TechnologyFGDFirst Trust DJ Global Select Dividend Index Fund$3,641,129163,0522.7%ETFDFAIDimensional International Core Equity Market ETF$3,614,029121,8082.7%ETFGLDSPDR Gold Shares$3,335,45015,5132.5%FinanceIGROiShares International Dividend Growth ETF$3,161,80046,9112.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,074,60759,9342.3%ETFGLDMSPDR Gold MiniShares Trust$2,885,28062,6012.1%FinanceAMZNAmazon.com$2,609,06813,5011.9%Retail/WholesaleCGWInvesco S&P Global Water Index ETF$2,596,62946,9641.9%ETFMAMastercard$2,553,0325,7871.9%Business ServicesGOOGLAlphabet$2,440,73013,4001.8%Computer and TechnologyIAUiShares Gold Trust$2,235,55450,8891.7%FinanceBRK.BBerkshire Hathaway$2,221,9425,4621.6%FinanceWOODiShares Global Timber & Forestry ETF$2,070,01026,4131.5%ETFSPYSPDR S&P 500 ETF Trust$1,932,5923,5511.4%FinanceGNRSPDR S&P Global Natural Resources ETF$1,928,70634,5341.4%ETFVEAVanguard FTSE Developed Markets ETF$1,605,61332,4891.2%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,586,82335,7151.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,584,41721,1571.2%ETFXLEEnergy Select Sector SPDR Fund$1,205,92013,2310.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,095,56343,0980.8%ETFNVDANVIDIA$1,064,9588,6200.8%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,024,33815,9430.8%ETFVZVerizon Communications$985,47123,8960.7%Computer and TechnologyBILSSPDR Bloomberg 3-12 Month T-Bill ETF$955,5639,6160.7%ETFSPABSPDR Portfolio Aggregate Bond ETF$951,58837,9270.7%ETFETREntergy$919,4528,5930.7%UtilitiesVYMVanguard High Dividend Yield ETF$872,1127,3530.6%ETFXLFFinancial Select Sector SPDR Fund$858,81220,8910.6%ETFXLVHealth Care Select Sector SPDR Fund$852,4975,8490.6%ETFVVisa$817,2973,1140.6%Business ServicesSOXXiShares Semiconductor ETF$816,6603,3110.6%ETFORIOld Republic International$774,42125,0620.6%FinancePFEPfizer$768,20327,4560.6%MedicalUBERUber Technologies$753,18310,3630.6%Computer and TechnologyTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$738,96231,3250.5%ETFCVXChevron$713,2894,5600.5%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$691,34015,7980.5%ETFICLNiShares Global Clean Energy ETF$688,77951,7100.5%ETFMETAMeta Platforms$670,7631,3300.5%Computer and TechnologyTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$610,51233,0360.5%ETFGOOGAlphabet$589,9773,2170.4%Computer and TechnologyVOOVanguard S&P 500 ETF$575,2381,1500.4%ETFGILDGilead Sciences$564,0448,2210.4%MedicalXLKTechnology Select Sector SPDR Fund$559,4332,4730.4%ETFTSLATesla$552,0862,7900.4%Auto/Tires/TrucksIBMInternational Business Machines$541,7033,1330.4%Computer and TechnologyVGTVanguard Information Technology ETF$530,6649200.4%ETFVUGVanguard Growth ETF$529,4851,4160.4%ETFJPMJPMorgan Chase & Co.$504,7722,4960.4%FinanceSEIMSEI Enhanced U.S. Large Cap Momentum Factor ETF$494,74614,9020.4%ETFPGProcter & Gamble$488,4452,9620.4%Consumer StaplesSEIVSEI Enhanced U.S. Large Cap Value Factor ETF$485,95615,6000.4%ETFXLUUtilities Select Sector SPDR Fund$467,7846,8650.3%ETFRFRegions Financial$467,59323,3330.3%FinancePNCThe PNC Financial Services Group$466,7423,0020.3%FinanceFANGDiamondback Energy$464,5632,3210.3%Oils/EnergyBBYBest Buy$459,1305,4470.3%Retail/WholesaleHBANHuntington Bancshares$439,01333,3090.3%FinanceFHNFirst Horizon$433,06027,4610.3%FinanceZIONZions Bancorporation, National Association$420,6869,7000.3%FinanceUNHUnitedHealth Group$417,9698210.3%MedicalSCHASchwab US Small-Cap ETF$413,3378,7110.3%ETFDFEWisdomTree Europe SmallCap Dividend Fund$411,5176,9070.3%FinanceUSBU.S. Bancorp$410,66810,3440.3%FinanceUBSIUnited Bankshares$405,33812,4950.3%FinanceOGEOGE Energy$404,57511,3330.3%UtilitiesFAFFirst American Financial$397,8127,3740.3%FinanceFNFFidelity National Financial$391,4747,9210.3%FinanceIPInternational Paper$390,8819,0590.3%Basic MaterialsJHGJanus Henderson Group$387,78411,5040.3%FinanceFFord Motor$385,84730,7700.3%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$380,1365,2760.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$378,3827,7630.3%ETFQQQInvesco QQQ$370,3507730.3%FinanceIVViShares Core S&P 500 ETF$366,7466700.3%ETFIXCiShares Global Energy ETF$362,9218,7430.3%ETFSHELShell$360,2594,9910.3%Oils/EnergyNFLXNetflix$357,6875300.3%Consumer DiscretionaryCFGCitizens Financial Group$344,0739,5500.3%FinanceCATCaterpillar$336,3141,0100.2%Industrial ProductsUPSUnited Parcel Service$315,6092,3060.2%TransportationIPGInterpublic Group of Companies$310,00310,6570.2%Business ServicesDFAEDimensional Emerging Core Equity Market ETF$309,66611,9700.2%ETFKEYKeyCorp$308,50821,7110.2%FinanceTIPiShares TIPS Bond ETF$307,3462,8790.2%ETFVTEBVanguard Tax-Exempt Bond ETF$298,4715,9560.2%ETFBNDXVanguard Total International Bond ETF$298,2016,1270.2%ETFWUWestern Union$297,73024,3640.2%Business ServicesSCHPSchwab U.S. TIPS ETF$292,5895,6260.2%ETFDFIPDimensional Inflation-Protected Securities ETF$292,3927,1600.2%ETFCOPConocoPhillips$290,8012,5420.2%Oils/EnergyMEGIMainStay CBRE Global Infrastructure Megatrends Term Fund$290,68422,6920.2%--BILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$290,0843,1610.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$288,1915,9370.2%ManufacturingKOMPSPDR S&P Kensho New Economies Composite ETF$280,1526,0810.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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