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CIK: 0002028812
Total reported value
$305.2M
$305.2M
815 檔
8.2%
In Q2 2024, Lynx Investment Advisory's U.S. equity holdings reached a combined market value of $305.2M, distributed across 815 disclosed stock positions.
During Q2 2024, Lynx Investment Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 815 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 4.98% | -1.07% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.19% | -1.44% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.88% | +0.08% | — | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.77% | -1.14% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | -0.39% | — | |
| 6 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.70% | -0.87% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.68% | -0.80% | — | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.47% | -1.41% | — | |
| 9 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 2.34% | -1.01% | — | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.28% | -0.38% | — | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.14% | -1.34% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | -0.30% | — | |
| 13 | CGW | Invesco S&p Global Water Ind | ETF-Other | 1.92% | -0.24% | — | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.89% | -0.06% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | -0.19% | — | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.66% | -0.74% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.36% | — | |
| 18 | WOOD | Ishares Global Timber & Fore | ETF-Other | 1.53% | -0.33% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.41% | — | |
| 20 | GNR | State Street Spdr S&p Global | ETF-Other | 1.43% | -0.17% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | +1.20% | — | |
| 22 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.18% | -0.77% | — | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.17% | -0.53% | — | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.35% | — | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.81% | -0.17% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.06% | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | -0.25% | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.21% | — | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.71% | +0.03% | — | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.70% | -0.13% | — | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 0.68% | — | — | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.35% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | -0.11% | — | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | -0.15% | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.04% | — | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.60% | +0.06% | — | |
| 37 | ORI | Old Republic Intl CORP | Stock-Financials | 0.57% | -0.09% | — | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.26% | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.10% | — | |
| 40 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.55% | -0.46% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.09% | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | +0.44% | — | |
| 43 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.51% | +0.33% | NEW | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.13% | — | |
| 45 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.45% | -0.08% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.07% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.05% | — | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.42% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | -0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.04% | — |
According to official SEC Form 13F filings, Lynx Investment Advisory reported a total U.S. public equity portfolio value of $305.2M across 815 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, IJH, AAPL) accounted for 8.2% of total reported equity market value during Q2 2024.
During Q2 2024, Lynx Investment Advisory's top holdings by market value included SPHQ (5.0%)、IJH (4.2%)、AAPL (3.9%). The largest single position, SPHQ, represented 5.0% of total portfolio value.
In Q2 2024, Lynx Investment Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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