Lynx Investment Advisory

Lynx Investment Advisory as of March 31, 2025

Portfolio Holdings for Lynx Investment Advisory

Lynx Investment Advisory holds 144 positions in its portfolio as reported in the March 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) 7.5 $11M 170k 66.34
Ishares Core S&p Mid-cap Etf Etf (IJH) 4.5 $6.8M 117k 58.35
Apple Stock (AAPL) 3.9 $5.9M 27k 222.13
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 3.5 $5.3M 52k 102.18
Spdr Gold Shares Etf Etf (GLD) 3.1 $4.6M 16k 288.14
Ishares Intl Dividend Growth Etf Etf (IGRO) 3.1 $4.6M 63k 72.45
Dimensional International Core Equity Market Etf Etf (DFAI) 2.9 $4.3M 139k 31.23
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 2.7 $4.1M 67k 61.89
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD) 2.6 $4.0M 164k 24.20
Microsoft Corp Stock (MSFT) 2.3 $3.5M 9.3k 375.39
Financial Select Sector Spdr Fund Etf (XLF) 2.2 $3.3M 66k 49.81
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 2.1 $3.2M 62k 51.18
Mastercard Incorporated Cl A Stock (MA) 2.1 $3.1M 5.7k 548.00
Ishares Gold Trust Etf (IAU) 2.0 $3.0M 51k 58.96
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.0 $2.9M 5.5k 532.59
Amazon Stock (AMZN) 1.9 $2.8M 15k 190.26
Spdr S&p 500 Etf Etf (SPY) 1.7 $2.5M 4.5k 559.45
Invesco S&p Global Water Index Etf Etf (CGW) 1.6 $2.4M 44k 55.69
Vanguard Intermediate-term Bond Etf Etf (BIV) 1.5 $2.2M 29k 76.57
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.5 $2.2M 14k 154.65
Ishares Global Timber & Forestry Etf Etf (WOOD) 1.4 $2.0M 27k 75.42
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 1.3 $2.0M 40k 50.23
Vanguard Ftse Dev Mkts Etf Etf (VEA) 1.2 $1.8M 35k 50.83
Spdr S&p Global Natural Resources Etf Etf (GNR) 1.1 $1.6M 31k 53.25
Vanguard Core Bond Etf Etf (VCRB) 0.9 $1.4M 18k 77.43
Visa Inc Com Cl A Stock (V) 0.9 $1.4M 3.9k 350.43
Health Care Select Sector Spdr Fund Etf (XLV) 0.9 $1.3M 8.9k 146.04
Nvidia Corporation Stock (NVDA) 0.8 $1.3M 12k 108.38
Pfizer Stock (PFE) 0.8 $1.2M 48k 25.33
Conocophillips Stock (COP) 0.8 $1.1M 11k 105.00
Sei Select International Equity Etf Etf (SEIE) 0.7 $1.1M 42k 26.25
Oge Energy Corp Stock (OGE) 0.7 $1.1M 24k 45.96
Meta Platforms Inc Cl A Stock (META) 0.7 $1.1M 1.8k 576.38
Chevron Corp Stock (CVX) 0.7 $1.0M 6.3k 167.28
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $1.0M 47k 22.08
Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.0M 1.9k 513.84
Energy Select Sector Spdr Fund Etf (XLE) 0.7 $985k 11k 93.45
Utilities Select Sector Spdr Fund Etf (XLU) 0.7 $979k 12k 78.84
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.6 $955k 37k 25.54
Aes Corp Stock (AES) 0.6 $931k 75k 12.42
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.6 $922k 9.3k 99.49
Verizon Communications Stock (VZ) 0.6 $914k 20k 45.36
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.6 $913k 7.1k 128.96
Spdr Bloomberg 1-10 Year Tips Etf Etf (TIPX) 0.6 $874k 46k 19.19
International Business Machs Stock (IBM) 0.6 $858k 3.4k 249.00
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT) 0.5 $800k 33k 24.38
Janus Henderson Group Plc Ord Stock (JHG) 0.5 $755k 21k 36.15
Uber Technologies Stock (UBER) 0.5 $738k 10k 72.86
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.5 $723k 28k 26.20
Tesla Stock (TSLA) 0.5 $723k 2.8k 259.20
Vanguard Ftse Emrg Mkts Etf Etf (VWO) 0.5 $685k 15k 45.26
Jpmorgan Chase & Co Stock (JPM) 0.4 $664k 2.7k 245.40
Ishares Semiconductor Etf Etf (SOXX) 0.4 $637k 3.4k 188.17
First Amern Finl Corp Stock (FAF) 0.4 $623k 9.5k 65.60
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.4 $611k 24k 25.89
Old Rep Intl Corp Stock (ORI) 0.4 $599k 15k 39.20
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $576k 3.7k 156.23
Devon Energy Corp Stock (DVN) 0.4 $549k 15k 37.38
Fidelity National Financial In Fnf Group Stock (FNF) 0.4 $548k 8.4k 65.08
Vanguard Growth Etf Etf (VUG) 0.4 $544k 1.5k 370.82
Huntington Bancshares Stock (HBAN) 0.3 $519k 35k 15.01
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.3 $519k 16k 32.46
Vanguard Information Technology Etf Etf (VGT) 0.3 $518k 955.00 542.64
Technology Select Sector Spdr Fund Etf (XLK) 0.3 $513k 2.5k 206.44
International Paper Stock (IP) 0.3 $504k 9.4k 53.34
Pnc Finl Svcs Group Stock (PNC) 0.3 $501k 2.9k 175.54
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.3 $497k 14k 36.06
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $490k 6.0k 81.67
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $483k 9.7k 49.62
Netflix Stock (NFLX) 0.3 $481k 516.00 932.60
Price T Rowe Group Stock (TROW) 0.3 $480k 5.2k 91.76
Procter And Gamble Stock (PG) 0.3 $459k 2.7k 170.40
Unitedhealth Group Stock (UNH) 0.3 $457k 873.00 523.76
Sei Select Small Cap Etf Etf (SEIS) 0.3 $455k 19k 23.79
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.3 $442k 17k 26.58
Diamondback Energy Stock (FANG) 0.3 $438k 2.7k 159.88
Regions Financial Corp Stock (RF) 0.3 $429k 20k 21.73
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $419k 18k 23.43
Apa Corporation Stock (APA) 0.3 $415k 20k 21.00
Abbvie Stock (ABBV) 0.3 $413k 2.0k 209.55
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $403k 7.9k 51.07
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.3 $391k 16k 25.04
Sei Select Emerging Markets Equity Etf Etf (SEEM) 0.3 $391k 16k 24.79
Johnson & Johnson Stock (JNJ) 0.2 $367k 2.2k 165.85
Shell Plc Spon Ads Adr (SHEL) 0.2 $366k 5.0k 73.28
Ishares Tips Bond Etf Etf (TIP) 0.2 $358k 3.2k 111.11
United Bankshares Inc West Va Stock (UBSI) 0.2 $358k 10k 34.67
Citizens Finl Group Stock (CFG) 0.2 $357k 8.7k 40.94
Walmart Stock (WMT) 0.2 $352k 4.0k 87.79
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $352k 751.00 469.21
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $344k 6.9k 49.90
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $343k 611.00 562.01
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $340k 4.0k 84.40
Caterpillar Stock (CAT) 0.2 $339k 1.0k 330.00
Invesco Water Resources Etf Etf (PHO) 0.2 $336k 5.2k 64.53
Oracle Corp Stock (ORCL) 0.2 $334k 2.4k 139.75
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $334k 1.7k 193.95
Wisdomtree Europe Smallcap Dividend Fund Etf (DFE) 0.2 $331k 5.4k 60.96
Schwab Us Tips Etf Etf (SCHP) 0.2 $329k 12k 26.88
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $327k 6.7k 48.82
Dimensional Inflation-protected Securities Etf Etf (DFIP) 0.2 $324k 7.7k 42.11
Costco Whsl Corp Stock (COST) 0.2 $323k 341.00 946.00
Us Bancorp Del Stock (USB) 0.2 $318k 7.5k 42.22
Ford Mtr Stock (F) 0.2 $316k 32k 10.03
Best Buy Stock (BBY) 0.2 $313k 4.3k 73.67
Waste Mgmt Inc Del Stock (WM) 0.2 $312k 1.3k 231.56
Ishares Global Energy Etf Etf (IXC) 0.2 $312k 7.4k 42.07
Nexstar Media Group Stock (NXST) 0.2 $311k 1.7k 179.33
Chord Energy Corporation Stock (CHRD) 0.2 $310k 2.7k 112.72
Zions Bancorporation N A Stock (ZION) 0.2 $307k 6.2k 49.90
Merck & Co Stock (MRK) 0.2 $306k 3.4k 89.77
Interpublic Group Cos Stock (IPG) 0.2 $298k 11k 27.16
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.2 $298k 4.3k 68.89
Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.2 $298k 1.9k 156.67
Home Depot Stock (HD) 0.2 $294k 803.00 366.40
Comerica Stock (CMA) 0.2 $294k 5.0k 59.06
Cisco Sys Stock (CSCO) 0.2 $290k 4.7k 61.73
Ishares Global Healthcare Etf Etf (IXJ) 0.2 $280k 3.1k 91.21
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $271k 3.0k 91.73
Bank America Corp Stock (BAC) 0.2 $271k 6.5k 41.71
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.2 $266k 11k 23.42
Ishares Global Financials Etf Etf (IXG) 0.2 $266k 2.6k 102.98
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.2 $265k 7.6k 34.92
Totalenergies Se Adr (TTE) 0.2 $262k 4.0k 64.70
Vanguard Value Etf Etf (VTV) 0.2 $259k 1.5k 172.89
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $256k 3.1k 81.76
Vanguard Health Care Etf Etf (VHT) 0.2 $255k 964.00 264.72
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $254k 4.7k 53.97
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP) 0.2 $254k 5.5k 46.49
Advanced Micro Devices Stock (AMD) 0.2 $251k 2.4k 102.67
Vanguard Large-cap Etf Etf (VV) 0.2 $250k 973.00 257.14
Dicks Sporting Goods Stock (DKS) 0.2 $244k 1.2k 201.67
Invesco Aerospace & Defense Etf Etf (PPA) 0.2 $240k 2.1k 116.54
Vanguard St Bond Etf Etf (BSV) 0.2 $236k 3.0k 78.28
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $235k 3.1k 75.65
Weyerhaeuser Co Mtn Be Reit (WY) 0.2 $234k 8.0k 29.25
Paypal Hldgs Stock (PYPL) 0.2 $232k 3.6k 65.27
Goldman Sachs Group Stock (GS) 0.2 $229k 419.00 546.50
Ishares Msci India Etf Etf (INDA) 0.2 $226k 4.4k 51.48
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $221k 9.1k 24.34
Kkr & Co Stock (KKR) 0.1 $218k 1.9k 115.50
Rayonier Reit (RYN) 0.1 $211k 7.6k 27.88
Proshares Dj Brookfield Global Infrastructure Etf Etf (TOLZ) 0.1 $202k 3.8k 52.65
Ishares Global Clean Energy Etf Etf (ICLN) 0.1 $167k 15k 11.42