StockDriftsStockDriftsTop 50 Lynx Investment Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO S&P 500 QUALITY ETF | 5.23% | 145.5K | $10.9M | +17.01%(+21.15K) | $65.47(+25.84%) | 2026-03-31 | |
| IGRO | ISHARES INTL DIVIDEND GROWTH ETF | 3.89% | 97.2K | $8.1M | +29.09%(+21.91K) | $72.74(+21.03%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 3.72% | 115.3K | $7.8M | +17.33%(+17.04K) | $61.03(+19.83%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES ETF | 3.46% | 16.8K | $7.2M | +9.18%(+1.41K) | $234.91(+83.27%) | 2026-03-31 | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 3.28% | 64.7K | $6.9M | +24.14%(+12.57K) | $101.02(+5.00%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 3.2% | 72.2K | $6.7M | +3.70%(+2.58K) | $48.25(+92.29%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 3.1% | 166.6K | $6.5M | +12.00%(+17.84K) | $31.28(+33.12%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.08% | 25.4K | $6.5M | -0.89%(-229) | $195.24(+53.08%) | 2026-03-31 | |
| AKRE | AKRE FOCUS ETF | 2.25% | 89.1K | $4.7M | +1.91%(+1.67K) | $65.39(-20.00%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 2.07% | 6.7K | $4.3M | +30.56%(+1.56K) | $595.16(+24.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.98% | +48.06% |
| Top 20 Holdings Unweighted | +14.61% | +50.54% |
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