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Lynx Investment Advisory

Latest statistics and disclosures from Lynx Investment Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, IJH, IGRO, AAPL, NOBL, and represent 20.13% of Lynx Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: BND, IGRO, VYM, FEZ, BEN, MBB, GE, SPHD, XMHQ, RSP.
Started 10 new stock positions in GE, FEZ, FLIN, RSP, MBB, XMHQ, FLR, ACWV, BEN, BND.
Reduced shares in these 10 stocks: SPHQ, XLF, IJH, CGW, GNR, SPY, FGD, JNJ, NOBL, BIL.
Sold out of its positions in DKS, JNJ, TOLZ, RYN, BIL, BSV, VCIT.
Lynx Investment Advisory was a net seller of stock by $-5.7M.
Lynx Investment Advisory has $153M in assets under management (AUM), dropping by 2.09%.
Central Index Key (CIK): 0002028812

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Positions held by Lynx Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lynx Investment Advisory

Lynx Investment Advisory holds 147 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Quality Etf Etf (SPHQ)	5.6	$8.6M	-29%	120k	71.26	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	4.1	$6.3M	-12%	102k	62.02	View chart
Ishares Intl Dividend Growth Etf Etf (IGRO)	3.7	$5.7M	+14%	73k	78.88	View chart
Apple Stock (AAPL)	3.5	$5.3M	-2%	26k	205.17	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	3.2	$4.9M	-6%	49k	100.70	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	3.2	$4.9M		141k	34.57	View chart
Spdr Gold Shares Etf Etf (GLD)	3.1	$4.8M	-2%	16k	304.83	View chart
Microsoft Corp Stock (MSFT)	3.0	$4.6M		9.3k	497.41	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	2.8	$4.3M		66k	65.52	View chart
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD)	2.7	$4.1M	-8%	150k	27.54	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	2.2	$3.4M		62k	54.38	View chart
Amazon Stock (AMZN)	2.1	$3.2M		15k	219.39	View chart
Mastercard Incorporated Cl A Stock (MA)	2.1	$3.2M		5.7k	562.00	View chart
Ishares Gold Trust Etf (IAU)	2.1	$3.2M		51k	62.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$2.7M		5.5k	485.76	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$2.5M		14k	176.23	View chart
Spdr S&p 500 Etf Etf (SPY)	1.5	$2.3M	-15%	3.7k	617.80	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.5	$2.3M		29k	77.34	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	1.4	$2.1M	+11%	45k	47.56	View chart
Vanguard Ftse Dev Mkts Etf Etf (VEA)	1.3	$1.9M	-3%	34k	57.01	View chart
Ishares Global Timber & Forestry Etf Etf (WOOD)	1.3	$1.9M	-3%	26k	73.36	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	1.2	$1.9M	-30%	30k	62.50	View chart
Nvidia Corporation Stock (NVDA)	1.2	$1.8M		12k	157.99	View chart
Vanguard Core Bond Etf Etf (VCRB)	1.0	$1.5M	+7%	20k	77.58	View chart
Visa Inc Com Cl A Stock (V)	0.9	$1.4M		3.9k	355.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$1.4M		1.8k	738.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.8	$1.3M	+35%	9.6k	133.31	View chart
Sei Select International Equity Etf Etf (SEIE)	0.8	$1.3M		43k	29.47	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.8	$1.2M	NEW	17k	73.63	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.8	$1.2M	-64%	23k	52.37	View chart
Pfizer Stock (PFE)	0.8	$1.2M	+5%	50k	24.24	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.8	$1.2M		8.9k	134.83	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.8	$1.2M	+4%	49k	24.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$1.1M		1.9k	567.95	View chart
Oge Energy Corp Stock (OGE)	0.7	$1.1M	+3%	25k	44.39	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.7	$1.1M	+19%	13k	84.81	View chart
International Business Machs Stock (IBM)	0.7	$1.0M		3.5k	294.76	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.7	$1.0M		13k	81.67	View chart
Conocophillips Stock (COP)	0.7	$1.0M	+3%	11k	89.73	View chart
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.6	$988k	+7%	9.9k	99.42	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.6	$981k	+2%	38k	25.60	View chart
Chevron Corp Stock (CVX)	0.6	$922k	+2%	6.4k	143.20	View chart
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX)	0.6	$914k	+4%	48k	19.14	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.6	$913k	-45%	17k	54.24	View chart
Verizon Communications Stock (VZ)	0.6	$908k	+4%	21k	43.27	View chart
Uber Technologies Stock (UBER)	0.6	$871k	-7%	9.3k	93.30	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.6	$867k	+26%	30k	28.95	View chart
Janus Henderson Group Plc Ord Stock (JHG)	0.5	$841k	+3%	22k	38.84	View chart
Tesla Stock (TSLA)	0.5	$819k	-7%	2.6k	317.65	View chart
Aes Corp Stock (AES)	0.5	$817k	+3%	78k	10.52	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.5	$809k		3.4k	238.62	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.5	$803k		33k	24.24	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$786k		2.7k	290.00	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.5	$752k	-7%	26k	29.37	View chart
Vanguard Ftse Emrg Mkts Etf Etf (VWO)	0.5	$744k		15k	49.46	View chart
Netflix Stock (NFLX)	0.5	$690k		515.00	1339.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$659k		3.7k	177.41	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$638k		1.5k	438.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.4	$634k		956.00	663.61	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.4	$630k		2.5k	253.28	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.4	$612k	+26%	7.6k	80.97	View chart
Old Rep Intl Corp Stock (ORI)	0.4	$609k	+3%	16k	38.44	View chart
First Amern Finl Corp Stock (FAF)	0.4	$604k	+3%	9.8k	61.40	View chart
Huntington Bancshares Stock (HBAN)	0.4	$603k	+3%	36k	16.76	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.4	$597k	+2%	14k	42.16	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.4	$583k	+2%	16k	35.69	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$553k		4.1k	136.32	View chart
Pnc Finl Svcs Group Stock (PNC)	0.4	$552k	+3%	3.0k	186.19	View chart
Oracle Corp Stock (ORCL)	0.3	$528k		2.4k	218.65	View chart
Sei Select Small Cap Etf Etf (SEIS)	0.3	$525k	+7%	21k	25.62	View chart
Price T Rowe Group Stock (TROW)	0.3	$521k	+3%	5.4k	96.55	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$496k	+9%	20k	25.30	View chart
Fidelity National Financial In Stock (FNF)	0.3	$487k	+3%	8.7k	56.06	View chart
Devon Energy Corp Stock (DVN)	0.3	$483k	+3%	15k	31.85	View chart
Regions Financial Corp Stock (RF)	0.3	$480k	+3%	20k	23.52	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$468k		17k	27.67	View chart
International Paper Stock (IP)	0.3	$457k	+3%	9.8k	46.84	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.3	$442k	-3%	15k	29.21	View chart
Sei Select Emerging Markets Equity Etf Etf (SEEM)	0.3	$440k		16k	27.50	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.3	$438k	-8%	8.9k	49.03	View chart
Procter And Gamble Stock (PG)	0.3	$432k		2.7k	159.29	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$415k		753.00	551.36	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$415k		7.9k	52.34	View chart
Caterpillar Stock (CAT)	0.3	$401k		1.0k	388.00	View chart
Citizens Finl Group Stock (CFG)	0.3	$401k	+2%	9.0k	44.74	View chart
Walmart Stock (WMT)	0.3	$400k		4.1k	97.78	View chart
Diamondback Energy Stock (FANG)	0.3	$394k	+4%	2.9k	137.40	View chart
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE)	0.3	$389k	+2%	5.6k	70.12	View chart
United Bankshares Inc West Va Stock (UBSI)	0.3	$389k	+3%	11k	36.43	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$381k		613.00	620.92	View chart
Apa Corporation Stock (APA)	0.2	$380k	+5%	21k	18.29	View chart
Abbvie Stock (ABBV)	0.2	$370k		2.0k	185.60	View chart
Invesco Water Resources Etf Etf (PHO)	0.2	$361k		5.2k	69.91	View chart
Us Bancorp Del Stock (USB)	0.2	$355k	+4%	7.8k	45.25	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$354k	+2%	7.0k	50.27	View chart
Shell Plc Spon Ads Adr (SHEL)	0.2	$353k		5.0k	70.41	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$353k	+6%	7.1k	49.51	View chart
Ford Mtr Stock (F)	0.2	$351k	+2%	32k	10.85	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$344k	+5%	13k	26.67	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$339k	-3%	1.7k	204.63	View chart
Costco Whsl Corp Stock (COST)	0.2	$339k		342.00	990.00	View chart
Zions Bancorporation N A Stock (ZION)	0.2	$331k	+3%	6.4k	51.94	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$330k	NEW	5.5k	59.73	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.2	$327k		4.3k	76.04	View chart
Cisco Sys Stock (CSCO)	0.2	$327k		4.7k	69.37	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$326k	-8%	3.0k	110.06	View chart
Dimensional Inflation-protected Securities Etf Etf (DFIP)	0.2	$325k		7.8k	41.81	View chart
Merck & Co Stock (MRK)	0.2	$314k	+16%	4.0k	79.15	View chart
Spdr Msci Usa Strategicfactors Etf Etf (QUS)	0.2	$312k		1.9k	163.13	View chart
Nexstar Media Group Stock (NXST)	0.2	$311k	+3%	1.8k	173.00	View chart
Goldman Sachs Group Stock (GS)	0.2	$311k	+4%	439.00	707.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$310k		1.4k	228.80	View chart
Bank America Corp Stock (BAC)	0.2	$309k		6.5k	47.32	View chart
Comerica Stock (CMA)	0.2	$306k	+3%	5.1k	59.64	View chart
Advanced Micro Devices Stock (AMD)	0.2	$305k	-12%	2.2k	141.92	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.2	$302k	+14%	3.5k	86.07	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.2	$297k		5.5k	54.38	View chart
Home Depot Stock (HD)	0.2	$296k		807.00	366.60	View chart
Best Buy Stock (BBY)	0.2	$295k	+3%	4.4k	67.10	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.2	$292k		2.1k	141.68	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$288k	+6%	12k	23.80	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$286k		4.8k	60.03	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.2	$284k		7.6k	37.18	View chart
Interpublic Group Cos Stock (IPG)	0.2	$280k	+4%	11k	24.48	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$278k		973.00	285.43	View chart
Chord Energy Corporation Stock (CHRD)	0.2	$276k	+3%	2.8k	96.83	View chart
Vanguard Value Etf Etf (VTV)	0.2	$265k		1.5k	176.90	View chart
Paypal Hldgs Stock (PYPL)	0.2	$265k		3.6k	74.31	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$262k		3.1k	83.48	View chart
Ishares Global Energy Etf Etf (IXC)	0.2	$258k	-11%	6.6k	39.29	View chart
Totalenergies Se Adr (TTE)	0.2	$248k		4.0k	61.39	View chart
Ishares Msci India Etf Etf (INDA)	0.2	$247k		4.4k	55.69	View chart
Kkr & Co Stock (KKR)	0.2	$246k		1.9k	133.00	View chart
Ishares Global Financials Etf Etf (IXG)	0.2	$244k	-14%	2.2k	110.84	View chart
Unitedhealth Group Stock (UNH)	0.2	$243k	-10%	779.00	311.95	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$240k		967.00	248.34	View chart
Franklin Resources Stock (BEN)	0.2	$237k	NEW	9.9k	23.85	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$231k	NEW	2.5k	93.89	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$226k	+2%	9.3k	24.38	View chart
Ge Aerospace Stock (GE)	0.1	$223k	NEW	867.00	257.43	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$213k	NEW	2.2k	98.23	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$213k	NEW	1.2k	181.73	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.1	$207k	NEW	1.7k	118.57	View chart
Franklin Ftse India Etf Etf (FLIN)	0.1	$206k	NEW	5.2k	39.83	View chart
Fluor Corp Stock (FLR)	0.1	$205k	NEW	4.0k	51.27	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$204k		7.9k	25.69	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.1	$159k	-16%	12k	13.11	View chart

Past Filings by Lynx Investment Advisory

SEC 13F filings are viewable for Lynx Investment Advisory going back to 2024

Lynx Investment Advisory 2025 Q2 filed July 18, 2025
Lynx Investment Advisory 2025 Q1 filed June 16, 2025
Lynx Investment Advisory 2024 Q4 filed Feb. 11, 2025
Lynx Investment Advisory 2024 Q3 filed Nov. 4, 2024
Lynx Investment Advisory 2024 Q2 filed July 9, 2024

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