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CX Institutional

Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, IVV, MGK, SPTI, VO, and represent 10.75% of CX Institutional's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$39M), AVGO (+$15M), INDA (+$15M), EWT (+$11M), EWY (+$11M), AMGN (+$9.9M), CAT (+$9.4M), AXP (+$9.4M), HD (+$9.2M), HON (+$8.2M).
Started 62 new stock positions in BFH, EEFT, XOP, WNC, RTH, WYNN, NKE, XTN, INGR, PNR.
Reduced shares in these 10 stocks: URTH (-$51M), VUG (-$33M), FLCA (-$17M), SCHV (-$14M), KSA (-$14M), SPGM (-$14M), GBIL (-$13M), FLBR (-$13M), BIL (-$8.3M), ELV (-$6.5M).
Sold out of its positions in AES, ANDE, ARMK, ARW, WRB, BERY, BIIB, CF, CVI, CTRA.
CX Institutional was a net buyer of stock by $12M.
CX Institutional has $2.3B in assets under management (AUM), dropping by 5.72%.
Central Index Key (CIK): 0001737089

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Portfolio Holdings for CX Institutional

CX Institutional holds 551 positions in its portfolio as reported in the September 2024 quarterly 13F filing

CX Institutional has 551 total positions. Only the first 250 positions are shown.

Sign up to view all of the CX Institutional Sept. 30, 2024 positions
Download the CX Institutional September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.7	$61M	+180%	601k	100.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$53M	-7%	92k	576.82	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$46M	+8%	142k	321.95	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.9	$44M	+5%	1.5M	29.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$39M	+4%	148k	263.83	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.7	$38M	+6%	749k	50.88	View chart
Apple (AAPL)	1.6	$37M	-3%	159k	233.00	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	1.6	$37M	+5%	1.2M	30.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.6	$35M	-28%	434k	80.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$33M		88k	375.38	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.5	$33M		248k	131.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$33M		166k	197.17	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	1.4	$32M	+2%	680k	46.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$30M	+6%	309k	98.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$30M	-4%	127k	237.21	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	1.3	$30M	+4%	1.3M	22.53	View chart
Microsoft Corporation (MSFT)	1.3	$29M	+4%	67k	430.30	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.2	$26M	+2%	509k	51.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$25M		131k	189.80	View chart
Ishares Msci Jpn Etf New (EWJ)	1.1	$24M		334k	71.54	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$23M	+5%	454k	50.28	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$20M	+3%	183k	108.63	View chart
NVIDIA Corporation (NVDA)	0.9	$20M	+7%	161k	121.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$20M	-18%	249k	78.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$19M	+3%	377k	51.12	View chart
Amazon (AMZN)	0.8	$19M	+4%	100k	186.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$18M	+7%	69k	263.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$18M	+5%	110k	165.85	View chart
Meta Platforms Cl A (META)	0.8	$18M	+38%	31k	572.44	View chart
Eli Lilly & Co. (LLY)	0.8	$17M	-2%	19k	885.95	View chart
Ishares Msci Germany Etf (EWG)	0.8	$17M	+4%	500k	33.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$16M	+7%	193k	83.15	View chart
Ishares Msci France Etf (EWQ)	0.7	$16M	+7%	394k	40.40	View chart
Tesla Motors (TSLA)	0.7	$16M	+2%	60k	261.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$16M		87k	179.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$16M		187k	82.94	View chart
Broadcom (AVGO)	0.7	$16M	+2263%	90k	172.50	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.7	$15M	-10%	532k	28.55	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.7	$15M	-10%	404k	37.52	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.7	$15M	+2%	626k	24.15	View chart
Ishares Msci Switzerland (EWL)	0.7	$15M	-5%	285k	52.10	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.7	$15M	+2%	249k	59.23	View chart
Ishares Tr Msci Denmark Etf (EDEN)	0.6	$15M	-3%	115k	127.02	View chart
Visa Com Cl A (V)	0.6	$15M	+22%	53k	274.95	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$15M	NEW	248k	58.53	View chart
Abbvie (ABBV)	0.6	$14M	+18%	70k	197.48	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.6	$14M		172k	80.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$14M	+56%	29k	460.26	View chart
Home Depot (HD)	0.6	$13M	+225%	33k	405.20	View chart
Amgen (AMGN)	0.6	$13M	+319%	40k	322.21	View chart
Ishares Msci Netherl Etf (EWN)	0.5	$12M	-24%	227k	50.86	View chart
Cigna Corp (CI)	0.5	$12M	+115%	33k	346.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$12M	+4%	143k	80.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$11M	-17%	118k	95.75	View chart
Ishares Msci Taiwan Etf (EWT)	0.5	$11M	NEW	209k	53.87	View chart
Lockheed Martin Corporation (LMT)	0.5	$11M	+24%	19k	584.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$11M		20k	573.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$11M	+5%	49k	225.76	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$11M	NEW	170k	63.96	View chart
American Express Company (AXP)	0.5	$11M	+653%	40k	271.20	View chart
Caterpillar (CAT)	0.5	$11M	+871%	27k	391.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$11M	-6%	60k	174.57	View chart
Fiserv (FI)	0.5	$10M	+16%	56k	179.65	View chart
Union Pacific Corporation (UNP)	0.4	$9.9M	+165%	40k	246.48	View chart
Exxon Mobil Corporation (XOM)	0.4	$9.7M	+8%	83k	117.22	View chart
Honeywell International (HON)	0.4	$9.6M	+589%	47k	206.71	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.4	$9.6M	+4%	199k	48.14	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$9.5M	+4%	67k	142.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$8.8M	+8%	166k	52.86	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.4	$8.6M	+2%	472k	18.30	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$8.6M	+2%	163k	53.07	View chart
Procter & Gamble Company (PG)	0.4	$8.3M	+15%	48k	173.20	View chart
McDonald's Corporation (MCD)	0.4	$8.2M	+65%	27k	304.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$8.2M	-41%	132k	62.32	View chart
Johnson & Johnson (JNJ)	0.4	$8.0M	+35%	49k	162.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$7.9M		192k	41.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$7.8M		100k	78.56	View chart
Coca-Cola Company (KO)	0.3	$7.7M	+13%	107k	71.86	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$7.5M		148k	51.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$7.5M	+4%	248k	30.23	View chart
Pepsi (PEP)	0.3	$7.0M	+204%	41k	170.05	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$7.0M	+9%	476k	14.69	View chart
Costco Wholesale Corporation (COST)	0.3	$6.9M	-2%	7.8k	886.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.9M	+731%	131k	52.81	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.3	$6.9M	+6%	121k	56.60	View chart
Bristol Myers Squibb (BMY)	0.3	$6.8M	+81%	132k	51.74	View chart
Chevron Corporation (CVX)	0.3	$6.8M	+96%	46k	147.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$6.7M	+432%	19k	353.48	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$6.7M	NEW	188k	35.42	View chart
Cisco Systems (CSCO)	0.3	$6.6M	+30%	125k	53.22	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.3	$6.6M	+14%	50k	131.44	View chart
Marsh & McLennan Companies (MMC)	0.3	$6.6M	+18%	29k	223.09	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.3	$6.5M	+5%	181k	35.91	View chart
Raytheon Technologies Corp (RTX)	0.3	$6.5M	+731%	53k	121.16	View chart
Automatic Data Processing (ADP)	0.3	$6.4M	+16%	23k	276.73	View chart
At&t (T)	0.3	$6.4M	+802%	289k	22.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$6.3M	-6%	22k	283.16	View chart
UnitedHealth (UNH)	0.3	$6.3M	-49%	11k	584.68	View chart
Metropcs Communications (TMUS)	0.3	$6.3M	+21%	30k	206.36	View chart
Comcast Corp Cl A (CMCSA)	0.3	$6.2M	+32%	148k	41.77	View chart
Wal-Mart Stores (WMT)	0.3	$6.2M	-7%	77k	80.75	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$6.1M	+44%	83k	73.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$6.1M	+20%	25k	243.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$6.1M	+22%	36k	167.67	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.3	$6.1M		177k	34.13	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.3	$5.9M	+6%	47k	125.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$5.8M	-84%	15k	383.92	View chart
ConocoPhillips (COP)	0.3	$5.6M	+4%	54k	105.28	View chart
TJX Companies (TJX)	0.2	$5.6M	+15%	48k	117.54	View chart
Hca Holdings (HCA)	0.2	$5.5M	+546%	14k	406.42	View chart
Marathon Petroleum Corp (MPC)	0.2	$5.4M	+25%	33k	162.91	View chart
Lowe's Companies (LOW)	0.2	$5.3M	-47%	20k	270.85	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$5.3M	-6%	82k	64.86	View chart
Ingredion Incorporated (INGR)	0.2	$5.3M	NEW	38k	137.43	View chart
Altria (MO)	0.2	$5.3M	+18%	103k	51.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.2M	-2%	31k	167.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.2M	-23%	45k	116.96	View chart
Nike CL B (NKE)	0.2	$5.2M	NEW	59k	88.40	View chart
Global X Fds Lithium Btry Etf (LIT)	0.2	$5.2M	-18%	119k	43.59	View chart
Oneok (OKE)	0.2	$5.2M		57k	91.13	View chart
Gilead Sciences (GILD)	0.2	$5.1M	+34%	61k	83.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$5.1M		174k	29.18	View chart
McKesson Corporation (MCK)	0.2	$5.1M	+175%	10k	494.42	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$5.0M		191k	26.27	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.2	$5.0M	-23%	213k	23.48	View chart
MGIC Investment (MTG)	0.2	$4.9M	NEW	192k	25.60	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.9M	+554%	7.9k	618.57	View chart
Allstate Corporation (ALL)	0.2	$4.9M	+523%	26k	189.65	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$4.8M		118k	41.16	View chart
MetLife (MET)	0.2	$4.8M	+703%	59k	82.48	View chart
Deere & Company (DE)	0.2	$4.8M	-33%	12k	417.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$4.8M	+2%	150k	31.78	View chart
AGCO Corporation (AGCO)	0.2	$4.7M	+33%	48k	97.86	View chart
United Parcel Service CL B (UPS)	0.2	$4.7M	-38%	34k	136.34	View chart
CVS Caremark Corporation (CVS)	0.2	$4.7M	+697%	75k	62.88	View chart
Affiliated Managers (AMG)	0.2	$4.7M	NEW	26k	177.80	View chart
Arch Cap Group Ord (ACGL)	0.2	$4.6M	+1838%	41k	111.88	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.5M	-38%	9.0k	493.80	View chart
Travelers Companies (TRV)	0.2	$4.4M	+1264%	19k	234.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.4M	-10%	22k	200.78	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$4.4M	+1112%	139k	31.76	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.3M	-6%	21k	210.86	View chart
NewMarket Corporation (NEU)	0.2	$4.3M	NEW	7.8k	551.89	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.3M	-11%	16k	267.37	View chart
Euronet Worldwide (EEFT)	0.2	$4.2M	NEW	43k	99.23	View chart
Qualcomm (QCOM)	0.2	$4.2M	+334%	25k	170.05	View chart
WESCO International (WCC)	0.2	$4.2M	NEW	25k	167.98	View chart
Applied Materials (AMAT)	0.2	$4.2M	+344%	21k	202.05	View chart
Franklin Templeton Etf Tr Ftse Taiwan (FLTW)	0.2	$4.2M	NEW	87k	48.23	View chart
Lear Corp Com New (LEA)	0.2	$4.1M	+63%	38k	109.15	View chart
Hf Sinclair Corp (DINO)	0.2	$4.1M	NEW	93k	44.57	View chart
Capital One Financial (COF)	0.2	$4.1M	NEW	27k	149.73	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.2	$4.0M	NEW	189k	21.20	View chart
Prudential Financial (PRU)	0.2	$4.0M	+1290%	33k	121.10	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$4.0M	+108%	41k	96.38	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$4.0M	+422%	44k	90.40	View chart
General Motors Company (GM)	0.2	$3.9M	+786%	88k	44.84	View chart
Core & Main Cl A (CNM)	0.2	$3.8M	NEW	86k	44.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.8M		41k	91.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.7M	NEW	28k	135.07	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.7M		89k	41.28	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$3.6M		67k	54.43	View chart
Aon Shs Cl A (AON)	0.2	$3.6M		10k	345.99	View chart
Waste Management (WM)	0.2	$3.6M	-4%	17k	207.60	View chart
Merck & Co (MRK)	0.2	$3.6M	-62%	31k	113.56	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.4M		95k	36.38	View chart
Signet Jewelers SHS (SIG)	0.1	$3.3M	NEW	32k	103.14	View chart
ePlus (PLUS)	0.1	$3.3M	NEW	33k	98.34	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.1	$3.2M	+2%	55k	59.42	View chart
Peabody Energy (BTU)	0.1	$3.1M	NEW	118k	26.54	View chart
Enova Intl (ENVA)	0.1	$3.1M	NEW	37k	83.79	View chart
General Dynamics Corporation (GD)	0.1	$3.1M	-48%	10k	302.20	View chart
Spdr Index Shs Fds S&p Gblinf Etf (GII)	0.1	$3.1M		50k	61.69	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$2.9M		69k	41.72	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$2.8M	-3%	60k	47.54	View chart
Stonex Group (SNEX)	0.1	$2.8M	NEW	35k	81.88	View chart
Consol Energy (CEIX)	0.1	$2.8M	NEW	27k	104.65	View chart
Kroger (KR)	0.1	$2.7M	-52%	47k	57.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.6M	-5%	15k	174.50	View chart
Alliance Data Systems Corporation (BFH)	0.1	$2.6M	NEW	54k	47.58	View chart
Oracle Corporation (ORCL)	0.1	$2.5M	-60%	15k	170.40	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.4M	-6%	23k	103.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.4M	-4%	18k	128.20	View chart
Wabash National Corporation (WNC)	0.1	$2.3M	NEW	121k	19.19	View chart
Goldman Sachs (GS)	0.1	$2.3M	-3%	4.6k	495.14	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.3M	+11%	28k	80.78	View chart
Lam Research Corporation (LRCX)	0.1	$2.2M	-4%	2.7k	816.17	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.2M	-17%	27k	83.00	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$2.2M	-55%	14k	154.02	View chart
Liberty Energy Com Cl A (LBRT)	0.1	$2.2M	NEW	114k	19.09	View chart
Booking Holdings (BKNG)	0.1	$2.1M		499.00	4207.90	View chart
Best Buy (BBY)	0.1	$2.1M	-63%	20k	103.30	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.0M	-3%	17k	119.70	View chart
Brown & Brown (BRO)	0.1	$2.0M		20k	103.60	View chart
AmerisourceBergen (COR)	0.1	$2.0M	+7%	8.9k	225.09	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$2.0M	+20%	29k	67.73	View chart
Vanguard World Energy Etf (VDE)	0.1	$2.0M	+38%	16k	122.47	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.0M	+17%	44k	44.67	View chart
Nucor Corporation (NUE)	0.1	$1.9M	-25%	13k	150.34	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.9M	-3%	25k	77.61	View chart
Lennar Corp Cl A (LEN)	0.1	$1.9M	-63%	10k	187.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.9M		19k	101.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M		8.2k	220.89	View chart
Hewlett Packard Enterprise (HPE)	0.1	$1.8M	-2%	87k	20.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.8M		21k	83.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.7M	+33%	13k	135.44	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$1.7M		13k	133.67	View chart
Clearwater Paper (CLW)	0.1	$1.7M	-20%	60k	28.54	View chart
Emerson Electric (EMR)	0.1	$1.7M	+9%	16k	109.37	View chart
Kla Corp Com New (KLAC)	0.1	$1.7M	-65%	2.2k	774.50	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$1.7M		19k	88.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.7M	+139%	8.3k	200.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.6M		26k	63.00	View chart
Sylvamo Corp Common Stock (SLVM)	0.1	$1.6M	-20%	19k	85.85	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$1.6M	+5%	10k	155.25	View chart
Zoetis Cl A (ZTS)	0.1	$1.6M	+6%	8.1k	195.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.6M	-39%	35k	45.32	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M		9.6k	164.08	View chart
Atmos Energy Corporation (ATO)	0.1	$1.6M		11k	138.71	View chart
Performance Food (PFGC)	0.1	$1.6M	+15%	20k	78.37	View chart
International Business Machines (IBM)	0.1	$1.5M	+5%	7.0k	221.08	View chart
salesforce (CRM)	0.1	$1.5M		5.6k	273.71	View chart
Applied Industrial Technologies (AIT)	0.1	$1.5M	-6%	6.8k	223.13	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$1.5M	-2%	24k	62.06	View chart
Netflix (NFLX)	0.1	$1.5M	-17%	2.1k	709.27	View chart
Darden Restaurants (DRI)	0.1	$1.5M	+6%	9.1k	164.13	View chart
Ufp Industries (UFPI)	0.1	$1.5M	+3%	11k	131.21	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$1.5M		18k	82.63	View chart
EOG Resources (EOG)	0.1	$1.5M	-63%	12k	122.93	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.5M	-2%	2.3k	631.78	View chart
Mr Cooper Group (COOP)	0.1	$1.4M	-18%	16k	92.18	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.4M		13k	108.79	View chart
Sherwin-Williams Company (SHW)	0.1	$1.4M	-18%	3.7k	381.70	View chart
Hershey Company (HSY)	0.1	$1.4M	+4%	7.4k	191.78	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	-3%	13k	114.01	View chart
Rb Global (RBA)	0.1	$1.4M	-5%	18k	80.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	+194%	16k	87.80	View chart
Verizon Communications (VZ)	0.1	$1.4M	-69%	31k	44.91	View chart
Equifax (EFX)	0.1	$1.4M		4.7k	293.86	View chart
SYNNEX Corporation (SNX)	0.1	$1.4M	-71%	11k	120.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M	NEW	4.3k	314.39	View chart
Cheniere Energy Com New (LNG)	0.1	$1.3M		7.5k	179.84	View chart
Pfizer (PFE)	0.1	$1.3M	+80%	46k	28.94	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.3M	-6%	2.3k	569.66	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	+5%	33k	39.68	View chart
California Res Corp Com Stock (CRC)	0.1	$1.3M	+4%	25k	52.47	View chart
Nortonlifelock (GEN)	0.1	$1.3M	-71%	48k	27.43	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$1.3M	-91%	20k	64.77	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-18%	6.8k	188.59	View chart
Reliance Steel & Aluminum (RS)	0.1	$1.3M	+2%	4.5k	289.20	View chart

Past Filings by CX Institutional

SEC 13F filings are viewable for CX Institutional going back to 2018

CX Institutional 2024 Q3 filed Oct. 11, 2024
CX Institutional 2024 Q2 filed July 11, 2024
CX Institutional 2024 Q1 filed April 15, 2024
CX Institutional 2023 Q4 filed Jan. 12, 2024
CX Institutional 2023 Q3 filed Oct. 18, 2023
CX Institutional 2023 Q2 filed July 26, 2023
CX Institutional 2023 Q1 filed May 4, 2023
CX Institutional 2022 Q4 filed Feb. 3, 2023
CX Institutional 2022 Q3 filed Nov. 4, 2022
CX Institutional 2022 Q2 filed Aug. 2, 2022
CX Institutional 2022 Q1 filed May 9, 2022
CX Institutional 2021 Q4 filed Jan. 18, 2022
CX Institutional 2021 Q3 filed Nov. 10, 2021
CX Institutional 2021 Q2 filed Aug. 4, 2021
CX Institutional 2021 Q1 filed April 15, 2021
CX Institutional 2020 Q4 filed Jan. 12, 2021

View all past filings

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