Lynx Investment Advisory
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Lynx Investment Advisory reported 815 stock positions worth $135.0 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 5.0% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 4.2%) and Apple (AAPL, 3.9%).
- Most Recent 13F
- Q2 2026
- Location
- WASHINGTON, DC, DC
- CIK
- 0002028812
- Portfolio Value
- $135.0M (Q2 2024)
- SEC Filing
- 0002028812-24-000001 ↗ filed Jul 9, 2024
Holdings Value
Holdings 815 stocks · $135.0M
| SPHQ Invesco S&P 500 Quality ETF | 4.98% | 105,878 | $6.7M | — |
| IJH iShares Core S&P Midcap ETF | 4.19% | 96,700 | $5.7M | — |
| AAPL Apple Inc. | 3.88% | 24,885 | $5.2M | — |
| NOBL Proshares S&P 500 Dividend A | 2.77% | 38,917 | $3.7M | — |
| MSFT Microsoft Corp. | 2.74% | 8,276 | $3.7M | — |
| FGD First Trust DJ GL Sel DVD | 2.70% | 163,052 | $3.6M | — |
| DFAI Dimensional International Co. | 2.68% | 121,808 | $3.6M | — |
| GLD SPDR Gold Shares | 2.47% | 15,513 | $3.3M | — |
| IGRO iShares Intl Div Growth ETF | 2.34% | 46,911 | $3.2M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.28% | 59,934 | $3.1M | — |
| GLDM SPDR Gold Minishares Trust | 2.14% | 62,601 | $2.9M | — |
| AMZN Amazon.com Inc. | 1.93% | 13,501 | $2.6M | — |
| CGW Invesco S&P Global Water Ind | 1.92% | 46,964 | $2.6M | — |
| MA Mastercard Inc. Class A | 1.89% | 5,787 | $2.6M | — |
| GOOGL Alphabet Inc. Class A | 1.81% | 13,400 | $2.4M | — |
| IAU iShares Gold Trust | 1.66% | 50,889 | $2.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.65% | 5,462 | $2.2M | — |
| WOOD iShares Global Timber & Fore | 1.53% | 26,413 | $2.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 3,551 | $1.9M | — |
| GNR State Street SPDR S&P Global | 1.43% | 34,534 | $1.9M | — |
| VEA Vanguard Ftse Developed ETF | 1.19% | 32,489 | $1.6M | — |
| SPHD Invesco S&P 500 High Dividen | 1.18% | 35,715 | $1.6M | — |
| BIV Vanguard Intermediate-Term B | 1.17% | 21,157 | $1.6M | — |
| XLE SS Energy Select Sector | 0.89% | 13,231 | $1.2M | — |
| DFAX Dimensional World Ex US Core | 0.81% | 43,098 | $1.1M | — |
| NVDA Nvidia Corp. | 0.79% | 8,620 | $1.1M | — |
| SCHX Schwab US Large-Cap ETF | 0.76% | 15,943 | $1.0M | — |
| VZ Verizon Communications Inc. | 0.73% | 23,896 | $985K | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.71% | 9,616 | $956K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.70% | 37,927 | $952K | — |
| ETR Entergy Corp. | 0.68% | 8,593 | $919K | — |
| VYM Vanguard High DVD Yield ETF | 0.65% | 7,353 | $872K | — |
| XLF SS Financial Select Sector | 0.64% | 20,891 | $859K | — |
| XLV SS Health Care Select Sector | 0.63% | 5,849 | $852K | — |
| V Visa Inc. Class A | 0.61% | 3,114 | $817K | — |
| SOXX iShares Semiconductor ETF | 0.60% | 3,311 | $817K | — |
| ORI Old Republic Intl Corp. | 0.57% | 25,062 | $774K | — |
| PFE Pfizer Inc. | 0.57% | 27,456 | $768K | — |
| UBER Uber Technologies Inc. | 0.56% | 10,363 | $753K | — |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.55% | 31,325 | $739K | — |
| CVX Chevron Corp. | 0.53% | 4,560 | $713K | — |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 15,798 | $691K | — |
| ICLN iShares Global Clean Energy | 0.51% | 51,710 | $689K | — |
| META Meta Platforms Inc. Class A | 0.50% | 1,330 | $671K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.45% | 33,036 | $611K | — |
| GOOG Alphabet Inc. Class C | 0.44% | 3,217 | $590K | — |
| VOO Vanguard S&P 500 ETF | 0.43% | 1,150 | $575K | — |
| GILD Gilead Sciences Inc. | 0.42% | 8,221 | $564K | — |
| XLK SS Technology Select Sector | 0.41% | 2,473 | $559K | — |
| TSLA Tesla Inc. | 0.41% | 2,790 | $552K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 3,133 | $542K | — |
| VGT Vanguard Info Tech ETF | 0.39% | 920 | $531K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 1,416 | $529K | — |
| JPM JPMorgan Chase & Co. | 0.37% | 2,496 | $505K | — |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 0.37% | 14,902 | $495K | — |
| PG The Procter & Gamble Co. | 0.36% | 2,962 | $488K | — |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 0.36% | 15,600 | $486K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 6,865 | $468K | — |
| RF Regions Financial Corp. | 0.35% | 23,333 | $468K | — |
| PNC PNC Financial Services Group | 0.35% | 3,002 | $467K | — |
| FANG Diamondback Energy Inc. | 0.34% | 2,321 | $465K | — |
| BBY Best Buy Co. Inc. | 0.34% | 5,447 | $459K | — |
| HBAN Huntington Bancshares Inc. | 0.33% | 33,309 | $439K | — |
| FHN First Horizon Corp. | 0.32% | 27,461 | $433K | — |
| ZION Zions Bancorp NA | 0.31% | 9,700 | $421K | — |
| UNH Unitedhealth Group Inc. | 0.31% | 821 | $418K | — |
| SCHA Schwab US Small-Cap ETF | 0.31% | 8,711 | $413K | — |
| DFE Wisdomtree Eur S/C Dividend | 0.30% | 6,907 | $412K | — |
| USB US Bancorp | 0.30% | 10,344 | $411K | — |
| UBSI United Bankshares Inc. | 0.30% | 12,495 | $405K | — |
| OGE Oge Energy Corp. | 0.30% | 11,333 | $405K | — |
| FAF First American Financial | 0.29% | 7,374 | $398K | — |
| FNF Fidelity National Financial | 0.29% | 7,921 | $391K | — |
| IP International Paper Co. | 0.29% | 9,059 | $391K | — |
| JHG Janus Henderson Group PLC | 0.29% | 11,504 | $388K | — |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.29% | 30,770 | $386K | — |
| BND Vanguard Total Bond Market | 0.28% | 5,276 | $380K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 7,763 | $378K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 773 | $370K | — |
| IVV iShares Core S&P 500 ETF | 0.27% | 670 | $367K | — |
| IXC iShares Global Energy ETF | 0.27% | 8,743 | $363K | — |
| SHEL Shell PLC-ADR | 0.27% | 4,991 | $360K | — |
| NFLX Netflix Inc. | 0.27% | 530 | $358K | — |
| CFG Citizens Financial Group | 0.25% | 9,550 | $344K | — |
| CAT Caterpillar Inc. | 0.25% | 1,010 | $336K | — |
| UPS United Parcel Service Class B | 0.23% | 2,306 | $316K | — |
| IPG Interpublic Group of Cos Inc. | 0.23% | 10,657 | $310K | — |
| DFAE Dimensional Emerging Core Eq | 0.23% | 11,970 | $310K | — |
| KEY Keycorp | 0.23% | 21,711 | $309K | — |
| TIP iShares Tips Bond ETF | 0.23% | 2,879 | $307K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 5,956 | $298K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.22% | 6,127 | $298K | — |
| WU Western Union Co. | 0.22% | 24,364 | $298K | — |
| SCHP Schwab U.S. Tips ETF | 0.22% | 5,626 | $293K | — |
| DFIP Dimensional Inflation-Protec | 0.22% | 7,160 | $292K | — |
| COP Conocophillips | 0.22% | 2,542 | $291K | — |
| MEGI Nylim CBRE GB Infra Mtrnd TF filed as MAINSTAY CBRE GBL INFRA MEG | 0.22% | 22,692 | $291K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.21% | 3,161 | $290K | — |
| VTIP Vanguard Short-Term Tips | 0.21% | 5,937 | $288K | — |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.21% | 6,081 | $280K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 230 | $305.2M | SPHQ, AAPL, IGRO, VEA, SPY |
| Q1 2026 | 181 | $209.2M | SPHQ, IGRO, IJH, GLD, NOBL |
| Q4 2025 | 166 | $183.3M | SPHQ, AAPL, IJH, IGRO, GLD |
| Q3 2025 | 150 | $167.2M | SPHQ, IJH, AAPL, IGRO, GLD |
| Q2 2025 | 147 | $153.1M | SPHQ, IJH, IGRO, AAPL, NOBL |
| Q1 2025 | 144 | $150.0M | SPHQ, IJH, AAPL, NOBL, GLD |
| Q4 2024 | 146 | $146.6M | SPHQ, IJH, AAPL, NOBL, GLD |
| Q3 2024 | 142 | $138.9M | SPHQ, IJH, AAPL, NOBL, DFAI |
| Q2 2024 | 815 | $135.0M | SPHQ, IJH, AAPL, NOBL, MSFT |