LI

Lynx Investment Advisory

13F
Lynx Investment Advisory
Last update 2024-11-04 142 Stocks (0 new)
Value $139.00 Mil Turnover 9 %
Countries:
Top Holdings: SPHQ(6.66%)IJH(4.72%)AAPL(4.34%)NOBL(3.22%)DFAI(2.95%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lynx Investment Advisory Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPHQ 		Invesco S&P 500 Quality ETF
137,533
9251.840
+29.90%
6.660
+1.53%
0.080
+8.35%
+23.15%
11549.772
 
IJH 		iShares Core S&P Mid-Cap ETF
105,136
6552.060
+8.72%
4.720
+0.38%
0.010
+10.08%
+13.84%
93198.127
 
AAPL 		Apple Inc
25,860
6025.450
+3.92%
4.340
+0.16%
0.000
+6.90%
+16.50%
3377630.649
Hardware
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
41,913
4474.640
+7.70%
3.220
+0.23%
0.040
+6.15%
+10.16%
12442.323
 
DFAI 		Dimensional International Core Equity Market ETF
129,016
4100.140
+5.92%
2.950
+0.16%
0.050
+6.66%
+6.84%
7218.543
 
FGD 		First Trust Dow Jones Global Select Dividend Index Fund
164,326
4001.480
+0.78%
2.880
+0.02%
0.710
+7.37%
+6.65%
549.581
 
IGRO 		iShares International Dividend Growth ETF
53,401
3983.170
+13.83%
2.870
+0.35%
0.430
+7.50%
+11.37%
895.339
 
MSFT 		Microsoft Corp
9,108
3919.150
+10.05%
2.820
+0.26%
0.000
+4.32%
+10.02%
3059156.044
Software
GLD 		SPDR Gold Shares ETF
16,066
3905.000
+3.56%
2.810
+0.10%
0.010
+13.90%
+32.55%
78350.852
 
GLDM 		SPDR Gold MiniShares Trust
67,921
3540.730
+8.50%
2.550
+0.20%
0.040
+13.91%
+32.88%
9478.153
 

Lynx Investment Advisory's Historical Top Holdings Breakdowns

Lynx Investment Advisory's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPHQ 		Invesco S&P 500 Quality ETF2024-09-30Add
+1.53%
●
61.47 ($64.99) 67.35
$66.60
2.48%
Add 29.9%
137,533
31,655
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.55%
●
20.37 ($21.79) 22.62
$22.80
4.64%
Add 210.54%
49,509
11,189
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.38%
●
57.32 ($60.3) 62.65
$63.10
4.64%
Add 8.72%
105,136
8,436
IGRO 		iShares International Dividend Growth ETF2024-09-30Add
+0.35%
●
66.7 ($70.89) 75.25
$71.91
1.44%
Add 13.83%
53,401
6,490
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.33%
●
74.26 ($77.1) 78.84
$75.79
-1.70%
Add 27.6%
26,997
5,840
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.31%
●
475.2 ($508.3) 527.7
$530.10
4.29%
Add 71.48%
1,972
822
MSFT 		Microsoft Corp2024-09-30Add
+0.26%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 10.05%
9,108
832
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2024-09-30Add
+0.23%
●
95.1 ($101.53) 106.76
$104.87
3.29%
Add 7.7%
41,913
2,996
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-09-30Add
+0.22%
●
24.86 ($25.76) 26.33
$25.38
-1.48%
Add 31.07%
49,711
11,784
MEGI 		MainStay CBRE Global Infrastructure Megatrends Fund2024-09-30Sold Out
-0.22%
●
12.67 ($13.68) 14.91
$13.91
1.68%
Sold Out
0
-22,692

Lynx Investment Advisory Total Holding History ($B)

To

Lynx Investment Advisory's Asset Allocation

To

Lynx Investment Advisory Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lynx Investment Advisory's Hypothetical Growth since 2024-09-30

Lynx Investment Advisory's Yearly Returns

Year Portfolio % % Excess Gain %

Lynx Investment Advisory's Holdings Heat Map

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Lynx Investment Advisory's Holdings Bubble Chart

Lynx Investment Advisory News

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