CX Institutional

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

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Portfolio Holdings for CX Institutional

Companies in the CX Institutional portfolio as of the June 2021 quarterly 13F filing

CX Institutional has 956 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares ETFs/USA Etp (IVV) 3.8 $46M 108k 429.93
State Street ETF/USA Etp (SPTI) 3.8 $46M +4% 1.4M 32.38
Vanguard ETF/USA Etp (VO) 3.5 $42M -10% 178k 237.35
Vanguard ETF/USA Etp (BNDX) 2.4 $29M +15% 509k 57.10
Vanguard ETF/USA Etp (VV) 2.2 $27M -4% 135k 200.75
Vanguard ETF/USA Etp (BSV) 2.0 $24M +271% 292k 82.16
Vanguard ETF/USA Etp (VB) 1.7 $20M 91k 225.28
State Street ETF/USA Etp (TFI) 1.6 $19M +3% 373k 52.11
iShares ETFs/USA Etp (MUB) 1.5 $18M +3% 157k 117.19
iShares ETFs/USA Etp (IUSG) 1.3 $16M -8% 162k 100.98
iShares ETFs/USA Etp (SHY) 1.3 $16M +5% 186k 86.16
Vaneck Amt-free Interm Muni Etp (ITM) 1.3 $16M +4% 307k 51.81
Schwab ETFs/USA Etp (SCHV) 1.2 $15M 221k 68.37
iShares ETFs/USA Etp (IEFA) 1.2 $15M +4% 195k 74.86

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iShares ETFs/USA Etp (URTH) 1.2 $14M +75% 114k 126.57
Ishares Floating Rate Bond E Etp (FLOT) 1.1 $13M +4% 264k 50.82
iShares ETFs/USA Etp (SCZ) 1.1 $13M +3% 175k 74.16
Goldman Sachs ETF Trust Etp (GSLC) 1.0 $13M +9% 149k 86.03
State Street ETF/USA Etp (XLK) 1.0 $13M +8% 85k 147.66
Goldman Sachs ETF Trust Etp (GBIL) 1.0 $12M +752% 122k 100.11
State Street ETF/USA Etp (XLY) 1.0 $12M -2% 66k 178.55
State Street ETF/USA Etp (XLV) 1.0 $12M +5% 93k 125.95
State Street ETF/USA Etp (XLC) 1.0 $12M +2% 145k 80.97
Ishares Russell 1000 Value E Etp (IWD) 0.9 $12M +128% 73k 158.62
State Street ETF/USA Etp (SDY) 0.9 $11M -13% 93k 122.28
State Street ETF/USA Etp (XLP) 0.9 $11M +5% 162k 69.97
ProShares ETFs/USA Etp (IGHG) 0.9 $11M +28% 141k 76.53
State Street ETF/USA Etp (SPLG) 0.9 $11M -12% 213k 50.33
iShares ETFs/USA Etp (HEFA) 0.8 $10M +20% 291k 34.64
Vanguard ETF/USA Etp (VUG) 0.8 $10M +13% 35k 286.82
JP Morgan ETFs/USA Etp (JPST) 0.8 $9.2M -13% 182k 50.74
Ishares Mbs Etf Etp (MBB) 0.8 $9.2M +5% 85k 108.23
iShares ETFs/USA Etp (USMV) 0.7 $9.0M -49% 122k 73.61
Microsoft Corporation (MSFT) 0.7 $9.0M 33k 270.91
iShares ETFs/USA Etp (IWF) 0.7 $8.5M -4% 31k 271.47
Goldman Sachs ETF Trust Etp (GSEW) 0.7 $8.4M +7% 125k 67.20
Vanguard ETF/USA Etp (MGK) 0.7 $8.3M -6% 36k 231.36
Apple (AAPL) 0.6 $7.7M -8% 56k 136.97
Vanguard ETF/USA Etp (VOT) 0.6 $7.4M -20% 31k 236.36
iShares ETFs/USA Etp (IMTM) 0.6 $7.2M +10% 187k 38.68
iShares ETFs/USA Etp (IWC) 0.6 $7.2M +420% 47k 152.59
First Trust ETFs/USA Etp (FV) 0.6 $7.0M +270% 148k 47.38
Spdr Port Msci G Etp (SPGM) 0.6 $7.0M NEW 126k 55.52
Vanguard ETF/USA Etp (VOE) 0.6 $6.9M -25% 49k 140.50
State Street ETF/USA Etp (MDYG) 0.6 $6.9M +303% 89k 77.52
State Street ETF/USA Etp (SHM) 0.6 $6.9M 139k 49.56
State Street ETF/USA Etp (SPYV) 0.6 $6.7M 170k 39.54
iShares ETFs/USA Etp (AAXJ) 0.6 $6.7M +15% 71k 94.49
iShares ETFs/USA Etp (EFA) 0.5 $6.6M +136% 84k 78.88
WisdomTree ETFs/USA Etp (DON) 0.5 $6.4M -14% 151k 41.95
Costco Wholesale Corporation (COST) 0.5 $6.3M +3% 16k 395.66
WisdomTree ETFs/USA Etp (DLN) 0.5 $5.9M -11% 49k 120.32
Vanguard ETF/USA Etp (VWO) 0.5 $5.9M +4% 109k 54.31
Johnson & Johnson (JNJ) 0.5 $5.9M 36k 164.74
Ishares Iboxx Investment Gra Etp (LQD) 0.5 $5.8M -22% 43k 134.35
Ishares Iboxx High Yld Corp Etp (HYG) 0.5 $5.7M -26% 64k 88.03
Legg Mason ETF Investment Trus Etp (LVHD) 0.5 $5.5M -5% 152k 36.48
iShares ETFs/USA Etp (EFAV) 0.5 $5.5M -48% 73k 75.53
Vanguard ETF/USA Etp (VBK) 0.4 $5.3M +11% 18k 289.76
Procter & Gamble Company (PG) 0.4 $5.3M +3% 39k 134.93
Aon 0.4 $5.2M -3% 22k 238.78
iShares ETFs/USA Etp (ERUS) 0.4 $5.2M +13123% 117k 44.28
Vanguard ETF/USA Etp (VBR) 0.4 $5.1M -3% 29k 173.66
State Street ETF/USA Etp (SPEM) 0.4 $5.0M +1180% 111k 45.50
iShares ETFs/USA Etp (EIS) 0.4 $5.0M +2% 72k 69.63
iShares ETFs/USA Etp (INDA) 0.4 $5.0M +2% 113k 44.25
iShares ETFs/USA Etp (EWC) 0.4 $5.0M -6% 134k 37.27
iShares ETFs/USA Etp (EWN) 0.4 $5.0M -2% 103k 48.45
iShares ETFs/USA Etp (EWG) 0.4 $5.0M +2% 143k 34.60
iShares ETFs/USA Etp (EEMV) 0.4 $4.9M 77k 64.15
iShares ETFs/USA Etp (EWI) 0.4 $4.9M 152k 32.39
iShares ETFs/USA Etp (ENOR) 0.4 $4.9M +10979% 173k 28.37
iShares ETFs/USA Etp (IDV) 0.4 $4.9M +4% 151k 32.40
iShares ETFs/USA Etp (EWQ) 0.4 $4.9M +22538% 129k 37.85
iShares ETFs/USA Etp (EWA) 0.4 $4.9M +20291% 187k 25.98
WisdomTree ETFs/USA Etp (DEM) 0.4 $4.6M 101k 45.68
VanEck Vectors ETFs/USA Etp (MLN) 0.4 $4.6M +5% 210k 21.91
UnitedHealth (UNH) 0.4 $4.6M -31% 12k 400.44
Amazon (AMZN) 0.4 $4.6M +7% 1.3k 3439.94
Goldman Sachs ETF Trust Etp (GIGB) 0.4 $4.6M -7% 83k 54.85
Pepsi (PEP) 0.4 $4.5M 30k 148.16
iShares ETFs/USA Etp (IVE) 0.4 $4.5M -7% 31k 147.64
Nasdaq Omx (NDAQ) 0.4 $4.5M -4% 25k 175.78
Wal-Mart Stores (WMT) 0.4 $4.4M 31k 141.01
Northrop Grumman Corporation (NOC) 0.3 $4.2M -2% 12k 363.44
Alphabet Inc Class A cs (GOOGL) 0.3 $4.0M 1.7k 2441.55
Activision Blizzard (ATVI) 0.3 $4.0M +2% 42k 95.43
Home Depot (HD) 0.3 $4.0M -35% 13k 318.88
State Street ETF/USA Etp (SPTS) 0.3 $3.9M +154% 129k 30.64
JP Morgan ETFs/USA Etp (JMST) 0.3 $3.9M -17% 76k 51.05
Cisco Systems (CSCO) 0.3 $3.7M -6% 70k 52.99
Amgen (AMGN) 0.3 $3.6M -2% 15k 243.74
Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) 0.3 $3.6M +418% 40k 91.47
iShares ETFs/USA Etp (AGG) 0.3 $3.6M -7% 31k 115.32
Gilead Sciences (GILD) 0.3 $3.5M +6% 51k 68.87
Lockheed Martin Corporation (LMT) 0.3 $3.4M 9.1k 378.31
Vaneck Vec Soc Etp (BUZZ) 0.3 $3.4M NEW 126k 26.74
Invesco ETFs/USA Etp (SPLV) 0.3 $3.3M +4% 55k 60.91
Facebook Inc cl a (FB) 0.3 $3.3M -3% 9.5k 347.73
Berkshire Hathaway (BRK.B) 0.3 $3.3M 12k 277.96
Fastenal Company (FAST) 0.3 $3.2M 61k 52.00
In Nsdq N Gn 100 Etp (QQQJ) 0.3 $3.2M NEW 92k 34.41
NVIDIA Corporation (NVDA) 0.3 $3.2M +2% 4.0k 800.05
Gs Hdg Ind V Etf Etp (GVIP) 0.3 $3.1M NEW 31k 101.65
Magellan Midstre MLP (MMP) 0.3 $3.1M 64k 48.91
Exxon Mobil Corporation (XOM) 0.2 $3.0M +9% 48k 63.08
State Street ETF/USA Etp (ULST) 0.2 $2.8M -17% 70k 40.48
Schwab ETFs/USA Etp (SCHB) 0.2 $2.8M +13% 27k 104.28
Sherwin-Williams Company (SHW) 0.2 $2.7M +195% 9.9k 272.45
Vanguard ETF/USA Etp (VGT) 0.2 $2.6M +5% 6.6k 398.81
Visa (V) 0.2 $2.6M +2% 11k 233.84
Waste Management (WM) 0.2 $2.6M 19k 140.10
Pfizer (PFE) 0.2 $2.6M +4% 66k 39.17
Oracle Corporation (ORCL) 0.2 $2.6M -12% 33k 77.83
iShares ETFs/USA Etp (SOXX) 0.2 $2.6M 5.6k 454.21
Automatic Data Processing (ADP) 0.2 $2.6M -7% 13k 198.62
Vanguard ETF/USA Etp (VIS) 0.2 $2.5M 13k 196.41
Vanguard ETF/USA Etp (VCR) 0.2 $2.5M +3% 8.0k 314.01
Paypal Holdings (PYPL) 0.2 $2.4M -8% 8.4k 291.41
Schwab ETFs/USA Etp (SCHG) 0.2 $2.4M -68% 17k 145.93
Chevron Corporation (CVX) 0.2 $2.4M +3% 23k 104.73
State Street ETF/USA Etp (SPTM) 0.2 $2.4M -24% 46k 52.97
Merck & Co (MRK) 0.2 $2.4M -39% 31k 77.76
Vanguard ETF/USA Etp (VAW) 0.2 $2.4M -2% 13k 180.79
iShares ETFs/USA Etp (IWM) 0.2 $2.4M +10964% 10k 229.40
Vanguard ETF/USA Etp (VDC) 0.2 $2.4M -50% 13k 182.54
iShares ETFs/USA Etp (IGV) 0.2 $2.4M +8% 6.1k 389.94
iShares ETFs/USA Etp (IYT) 0.2 $2.3M -7% 9.0k 259.97
Pool Corporation (POOL) 0.2 $2.3M 5.1k 458.63
Zoetis Inc Cl A (ZTS) 0.2 $2.3M +2% 13k 186.39
S&p Global (SPGI) 0.2 $2.3M -3% 5.7k 410.40
Union Pacific Corporation (UNP) 0.2 $2.3M -2% 10k 219.97
Moody's Corporation (MCO) 0.2 $2.3M -4% 6.3k 362.37
State Street ETF/USA Etp (SPIB) 0.2 $2.3M -8% 62k 36.70
iShares ETFs/USA Etp (IHF) 0.2 $2.3M +4952% 8.5k 266.49
State Street ETF/USA Etp (XPH) 0.2 $2.3M +5589% 44k 51.76
Advance Auto Parts (AAP) 0.2 $2.2M +2% 11k 205.15
Allstate Corporation (ALL) 0.2 $2.2M +4% 17k 130.42
Texas Instruments Incorporated (TXN) 0.2 $2.2M -10% 11k 192.27
O'reilly Automotive (ORLY) 0.2 $2.2M -3% 3.8k 566.13
CBOE Holdings (CBOE) 0.2 $2.1M -7% 18k 119.04
D.R. Horton (DHI) 0.2 $2.1M -9% 23k 90.38
Rockwell Automation (ROK) 0.2 $2.1M -2% 7.3k 286.03
Alphabet Inc Class C cs (GOOG) 0.2 $2.1M -2% 823.00 2506.68
Illinois Tool Works (ITW) 0.2 $2.0M -8% 9.1k 223.54
Hershey Company (HSY) 0.2 $2.0M -6% 12k 174.18
Roku (ROKU) 0.2 $2.0M NEW 4.4k 459.18
Kellogg Company (K) 0.2 $2.0M -6% 32k 64.34
Clorox Company (CLX) 0.2 $2.0M 11k 179.93
Intercontinental Exchange (ICE) 0.2 $2.0M 17k 118.73
Tyson Foods (TSN) 0.2 $2.0M +2% 27k 73.77
McKesson Corporation (MCK) 0.2 $2.0M +4% 11k 191.28
Kroger (KR) 0.2 $2.0M -11% 52k 38.31
Colgate-Palmolive Company (CL) 0.2 $2.0M +3% 24k 81.34
Allegion Plc equity (ALLE) 0.2 $2.0M -11% 14k 139.33
Newmont Mining Corporation (NEM) 0.2 $2.0M -2% 31k 63.38
Tractor Supply Company (TSCO) 0.2 $1.9M -18% 11k 186.04
Constellation Brands (STZ) 0.2 $1.9M -2% 8.2k 233.95
IDEX Corporation (IEX) 0.2 $1.9M -7% 8.7k 220.00
JPMorgan Chase & Co. (JPM) 0.2 $1.9M -4% 12k 155.55
Best Buy (BBY) 0.2 $1.9M -10% 16k 114.95
Peloton Interactive Inc cl a (PTON) 0.2 $1.9M +53350% 15k 124.01
Huntington Ingalls Inds (HII) 0.2 $1.8M -19% 8.8k 210.78
3M Company (MMM) 0.2 $1.8M +2% 9.2k 198.68
Zoom Video Communications In cl a (ZM) 0.1 $1.8M NEW 4.7k 387.05
At&t (T) 0.1 $1.8M +28% 63k 28.78
ConAgra Foods (CAG) 0.1 $1.8M -7% 49k 36.38
iShares ETFs/USA Etp (MTUM) 0.1 $1.8M -63% 10k 173.41
Twilio Inc cl a (TWLO) 0.1 $1.7M NEW 4.3k 394.20
iShares ETFs/USA Etp (AOA) 0.1 $1.7M +4% 24k 70.65
Unity Software (U) 0.1 $1.7M NEW 15k 109.81
State Street ETF/USA Etp (XBI) 0.1 $1.7M 12k 135.38
iShares ETFs/USA Etp (FM) 0.1 $1.6M -43% 50k 33.19
First Trust ETFs/USA Etp (CIBR) 0.1 $1.6M -27% 35k 46.75
Datadog Inc Cl A (DDOG) 0.1 $1.6M NEW 16k 104.10
Progressive Corporation (PGR) 0.1 $1.6M 16k 98.20
General Dynamics Corporation (GD) 0.1 $1.6M -5% 8.3k 188.18
Zillow Group Inc Cl A (ZG) 0.1 $1.6M NEW 13k 122.51
Citrix Systems (CTXS) 0.1 $1.6M -6% 13k 117.30
Network Associates Inc cl a (NET) 0.1 $1.5M NEW 15k 105.83
Abbvie (ABBV) 0.1 $1.5M +3% 13k 112.63
Ringcentral (RNG) 0.1 $1.5M +11456% 5.1k 290.66
Nuveen ETFs/USA Etp (NUBD) 0.1 $1.4M -27% 55k 26.08
NetApp (NTAP) 0.1 $1.4M 17k 81.84
Avalara (AVLR) 0.1 $1.4M NEW 8.6k 161.82
Marsh & McLennan Companies (MMC) 0.1 $1.4M 9.6k 140.69
Coca-Cola Company (KO) 0.1 $1.4M -56% 25k 54.10
First American Financial (FAF) 0.1 $1.3M 21k 62.37
Evergy (EVRG) 0.1 $1.3M +2% 21k 60.41
Fnf (FNF) 0.1 $1.2M 29k 43.46
McDonald's Corporation (MCD) 0.1 $1.2M +4% 5.3k 230.90
Vanguard ETF/USA Etp (VEA) 0.1 $1.2M +18% 24k 51.50
Zions Bancorporation (ZION) 0.1 $1.2M +2% 23k 52.86
Hasbro (HAS) 0.1 $1.2M +9% 12k 94.54
Emerson Electric (EMR) 0.1 $1.2M +2% 12k 96.22
Abbott Laboratories (ABT) 0.1 $1.2M 9.9k 115.90
Charles River Laboratories (CRL) 0.1 $1.2M 3.1k 370.01
iShares ETFs/USA Etp (IHAK) 0.1 $1.1M -23% 26k 43.14
PROG Holdings (PRG) 0.1 $1.0M NEW 21k 48.12
Equifax (EFX) 0.1 $1.0M 4.2k 239.40
Eli Lilly & Co. (LLY) 0.1 $982k -69% 4.3k 229.60
Comcast Corporation (CMCSA) 0.1 $967k -5% 17k 57.03
PerkinElmer (PKI) 0.1 $958k 6.2k 154.44
Brown & Brown (BRO) 0.1 $955k 18k 53.15
Novartis (NVS) 0.1 $931k 10k 91.26
W.W. Grainger (GWW) 0.1 $925k 2.1k 437.77
Tesla Motors (TSLA) 0.1 $920k -54% 1.4k 679.97
Vanguard ETF/USA Etp (ESGV) 0.1 $919k +6% 12k 80.02
iShares ETFs/USA Etp (IUSV) 0.1 $917k -13% 13k 71.92
Berkshire Hathaway (BRK.A) 0.1 $837k 2.00 418500.00
FlexShares ETFs/USA Etp (NFRA) 0.1 $833k -22% 15k 57.50
Global X ETFs/USA Etp (PAVE) 0.1 $833k -35% 32k 25.74
Copart (CPRT) 0.1 $822k -6% 6.2k 131.88
iShares ETFs/USA Etp (IGF) 0.1 $819k -25% 18k 45.40
iShares ETFs/USA Etp (IVLU) 0.1 $803k -51% 31k 25.82
State Street ETF/USA Etp (SPYG) 0.1 $787k -34% 13k 62.99
Kimberly-Clark Corporation (KMB) 0.1 $712k 5.3k 133.83
MasterCard Incorporated (MA) 0.1 $709k -72% 1.9k 365.09
Nuveen ETFs/USA Etp (NULG) 0.1 $701k 11k 64.54
Nuveen ETFs/USA Etp (NUDM) 0.1 $652k 21k 31.58
iShares ETFs/USA Etp (IUSB) 0.1 $651k 12k 53.46
State Street ETF/USA Etp (NANR) 0.1 $634k -36% 15k 41.62
iShares ETFs/USA Etp (AOM) 0.1 $632k -5% 14k 45.08
Dover Corporation (DOV) 0.1 $630k 4.2k 150.68
State Street ETF/USA Etp (GNR) 0.1 $624k -34% 12k 52.97
VanEck Vectors ETFs/USA Etp (MOO) 0.1 $618k -33% 6.8k 91.07
American Express Company (AXP) 0.1 $613k -9% 3.7k 165.32
Invesco ETFs/USA Etp (BSCM) 0.0 $603k +41% 28k 21.59
State Street Corporation (STT) 0.0 $599k 7.3k 82.31
Quidel Corporation (QDEL) 0.0 $597k NEW 4.7k 128.14
iShares ETFs/USA Etp (SUSB) 0.0 $595k -30% 23k 26.03
Sunrun (RUN) 0.0 $594k NEW 11k 55.81
First Trust Wate Etp (FIW) 0.0 $592k NEW 7.1k 83.59
iShares ETFs/USA Etp (WOOD) 0.0 $588k -34% 6.8k 86.83
Mondelez Int (MDLZ) 0.0 $582k +4% 9.3k 62.41
Verizon Communications (VZ) 0.0 $581k +34% 10k 56.07
Spdr S&p Regional Banking Etp (KRE) 0.0 $573k 8.7k 65.55
First Trust ETFs/USA Etp (IFV) 0.0 $555k -44% 23k 24.65
Sailpoint Technlgies Hldgs I (SAIL) 0.0 $554k NEW 11k 51.05
Nuveen ETFs/USA Etp (NUMV) 0.0 $553k 15k 36.25
Nuveen ETFs/USA Etp (NULV) 0.0 $538k 14k 37.78
Emergent BioSolutions (EBS) 0.0 $531k NEW 8.4k 62.94
Bristol Myers Squibb (BMY) 0.0 $527k +21% 7.9k 66.83
First Trust ETFs/USA Etp (FTLS) 0.0 $526k 11k 48.61
ViaSat (VSAT) 0.0 $522k NEW 11k 49.87
Haemonetics Corporation (HAE) 0.0 $520k NEW 7.8k 66.58
Liveramp Holdings (RAMP) 0.0 $502k NEW 11k 46.83
Bank of America Corporation (BAC) 0.0 $501k -2% 12k 41.20
Netflix (NFLX) 0.0 $501k -77% 949.00 527.92
Nike (NKE) 0.0 $495k -78% 3.2k 154.54

Past Filings by CX Institutional

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