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 March 2021 quarterly 13F filing

CX Institutional has 867 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard ETF/USA Etp (VO) 3.9 $44M +2% 199k 221.34
State Street ETF/USA Etp (SPTI) 3.9 $44M +12% 1.4M 32.08
iShares ETFs/USA Etp (IVV) 3.9 $43M -4% 109k 397.82
Vanguard ETF/USA Etp (VV) 2.3 $26M -32% 141k 185.30
Vanguard ETF/USA Etp (BNDX) 2.3 $25M +12% 441k 57.12
Vanguard ETF/USA Etp (VB) 1.7 $20M +17% 91k 214.08
State Street ETF/USA Etp (TFI) 1.7 $19M +17% 360k 51.66
iShares ETFs/USA Etp (MUB) 1.6 $18M +28% 152k 116.04
iShares ETFs/USA Etp (USMV) 1.5 $17M 243k 69.19
iShares ETFs/USA Etp (IUSG) 1.4 $16M +182% 177k 90.79
iShares ETFs/USA Etp (SHY) 1.4 $15M +9% 176k 86.25
Vaneck Amt-free Interm Muni Etp (ITM) 1.4 $15M +17% 295k 51.25
Schwab ETFs/USA Etp (SCHV) 1.3 $14M +1448% 219k 65.28
iShares ETFs/USA Etp (IEFA) 1.2 $13M +12% 186k 72.05

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Ishares Floating Rate Bond E Etp (FLOT) 1.1 $13M +12% 252k 50.78
State Street ETF/USA Etp (SDY) 1.1 $13M -29% 108k 118.04
iShares ETFs/USA Etp (SCZ) 1.1 $12M +51% 169k 71.84
State Street ETF/USA Etp (SPLG) 1.0 $11M +108% 245k 46.61
State Street ETF/USA Etp (XLY) 1.0 $11M +39% 68k 168.06
Goldman Sachs ETF Trust Etp (GSLC) 1.0 $11M +108% 136k 79.12
JP Morgan ETFs/USA Etp (JPST) 1.0 $11M +240% 210k 50.75
State Street ETF/USA Etp (XLB) 0.9 $11M +21% 135k 78.80
State Street ETF/USA Etp (XLP) 0.9 $10M +36% 153k 68.31
State Street ETF/USA Etp (XLC) 0.9 $10M +18% 142k 73.32
State Street ETF/USA Etp (XLV) 0.9 $10M +28% 89k 116.74
State Street ETF/USA Etp (XLK) 0.9 $10M +26% 78k 132.81
iShares ETFs/USA Etp (EFAV) 0.9 $10M 141k 72.99
Vanguard ETF/USA Etp (VOE) 0.8 $9.0M +33% 67k 134.87
Ishares Mbs Etf Etp (MBB) 0.8 $8.8M +12% 81k 108.41
ProShares ETFs/USA Etp (IGHG) 0.8 $8.4M +8% 110k 77.08
Vanguard ETF/USA Etp (VOT) 0.8 $8.4M +23% 39k 214.59
iShares ETFs/USA Etp (IWF) 0.7 $8.0M +180% 33k 243.04
iShares ETFs/USA Etp (HEFA) 0.7 $8.0M +108% 242k 32.97
Vanguard ETF/USA Etp (MGK) 0.7 $8.0M +189% 39k 207.06
Vanguard ETF/USA Etp (VUG) 0.7 $7.9M -39% 31k 257.03
Microsoft Corporation (MSFT) 0.7 $7.8M 33k 235.78
iShares ETFs/USA Etp (URTH) 0.7 $7.7M -51% 65k 118.49
Ishares Iboxx High Yld Corp Etp (HYG) 0.7 $7.7M +9% 88k 87.17
Apple (AAPL) 0.7 $7.5M -11% 62k 122.15
Ishares Iboxx Investment Gra Etp (LQD) 0.6 $7.3M +12% 56k 130.03
Goldman Sachs ETF Trust Etp (GSEW) 0.6 $7.2M NEW 116k 62.29
WisdomTree ETFs/USA Etp (DON) 0.6 $7.1M -26% 176k 40.42
Schwab ETFs/USA Etp (SCHG) 0.6 $6.8M +89% 53k 129.79
State Street ETF/USA Etp (SHM) 0.6 $6.8M -33% 138k 49.56
State Street ETF/USA Etp (SPYV) 0.6 $6.5M -39% 172k 37.90
Vanguard ETF/USA Etp (BSV) 0.6 $6.5M NEW 79k 82.18
WisdomTree ETFs/USA Etp (DLN) 0.6 $6.4M -27% 56k 114.69
iShares ETFs/USA Etp (IMTM) 0.6 $6.4M +153% 169k 37.60
UnitedHealth (UNH) 0.6 $6.3M -27% 17k 372.07
Johnson & Johnson (JNJ) 0.5 $5.9M 36k 164.35
Home Depot (HD) 0.5 $5.9M +6% 19k 305.25
iShares ETFs/USA Etp (AAXJ) 0.5 $5.7M +82% 61k 92.66
Legg Mason ETF Investment Trus Etp (LVHD) 0.5 $5.6M -18% 160k 34.95
Costco Wholesale Corporation (COST) 0.5 $5.4M +103% 15k 352.48
Vanguard ETF/USA Etp (VWO) 0.5 $5.4M +50% 104k 52.05
Aon 0.5 $5.2M +61% 23k 230.09
Procter & Gamble Company (PG) 0.5 $5.1M +82% 38k 135.44
Vanguard ETF/USA Etp (VBR) 0.4 $5.0M +19% 30k 165.64
iShares ETFs/USA Etp (EWC) 0.4 $4.9M +35% 143k 34.05
iShares ETFs/USA Etp (EWD) 0.4 $4.9M +40% 109k 44.56
iShares ETFs/USA Etp (EEMV) 0.4 $4.9M 77k 63.17
iShares ETFs/USA Etp (EWN) 0.4 $4.8M +34% 105k 46.15
iShares ETFs/USA Etp (EWI) 0.4 $4.8M +38% 153k 31.51
Ishares Russell 1000 Value E Etp (IWD) 0.4 $4.8M +454% 32k 151.54
Goldman Sachs ETF Trust Etp (GIGB) 0.4 $4.8M -4% 90k 53.36
Vanguard ETF/USA Etp (VDC) 0.4 $4.7M +120% 27k 178.26
JP Morgan ETFs/USA Etp (JMST) 0.4 $4.7M 92k 51.04
iShares ETFs/USA Etp (EWU) 0.4 $4.7M +39% 150k 31.31
iShares ETFs/USA Etp (EWG) 0.4 $4.7M +45% 140k 33.44
iShares ETFs/USA Etp (IVE) 0.4 $4.7M +571% 33k 141.24
iShares ETFs/USA Etp (INDA) 0.4 $4.6M +2959% 110k 42.17
VanEck Vectors ETFs/USA Etp (GDX) 0.4 $4.6M +237% 142k 32.50
WisdomTree ETFs/USA Etp (DEM) 0.4 $4.6M -23% 103k 44.36
iShares ETFs/USA Etp (IDV) 0.4 $4.5M +17325% 145k 31.48
iShares ETFs/USA Etp (EIS) 0.4 $4.5M +35% 70k 64.50
Vanguard ETF/USA Etp (VBK) 0.4 $4.5M +18% 17k 274.60
iShares ETFs/USA Etp (EFNL) 0.4 $4.5M NEW 100k 45.23
iShares ETFs/USA Etp (MTUM) 0.4 $4.5M +2% 28k 160.87
iShares ETFs/USA Etp (IEF) 0.4 $4.4M +15% 39k 112.94
Ishares Msci New Zealand Etf Etp (ENZL) 0.4 $4.4M +45% 71k 62.25
Pepsi (PEP) 0.4 $4.4M -16% 31k 141.46
VanEck Vectors ETFs/USA Etp (MLN) 0.4 $4.3M +1591% 200k 21.38
Wal-Mart Stores (WMT) 0.4 $4.3M -11% 31k 135.82
Merck & Co (MRK) 0.3 $3.9M +9% 51k 77.09
Nasdaq Omx (NDAQ) 0.3 $3.9M +38% 27k 147.45
Northrop Grumman Corporation (NOC) 0.3 $3.9M +5% 12k 323.67
Cisco Systems (CSCO) 0.3 $3.9M +28% 75k 51.71
iShares ETFs/USA Etp (AGG) 0.3 $3.8M -2% 34k 113.84
Amazon (AMZN) 0.3 $3.8M +37% 1.2k 3094.43
Amgen (AMGN) 0.3 $3.8M -40% 15k 248.78
Activision Blizzard (ATVI) 0.3 $3.8M +3930% 41k 93.01
State Street ETF/USA Etp (ULST) 0.3 $3.4M NEW 85k 40.46
Alphabet Inc Class A cs (GOOGL) 0.3 $3.4M +26% 1.7k 2062.73
Lockheed Martin Corporation (LMT) 0.3 $3.4M -14% 9.2k 369.43
Gilead Sciences (GILD) 0.3 $3.1M +2637% 48k 64.63
Fastenal Company (FAST) 0.3 $3.1M +3407% 62k 50.27
Invesco ETFs/USA Etp (SPLV) 0.3 $3.1M +161% 53k 58.16
Coca-Cola Company (KO) 0.3 $3.0M -34% 58k 52.71
Berkshire Hathaway (BRK.B) 0.3 $3.0M +5% 12k 255.50
State Street ETF/USA Etp (SPTM) 0.3 $3.0M -68% 61k 49.19
Facebook Inc cl a (FB) 0.3 $2.9M +37% 9.8k 294.57
Magellan Midstre MLP (MMP) 0.2 $2.8M 64k 43.36
iShares ETFs/USA Etp (EFA) 0.2 $2.7M -5% 35k 75.89
Oracle Corporation (ORCL) 0.2 $2.7M -55% 38k 70.17
Eli Lilly & Co. (LLY) 0.2 $2.6M +31% 14k 186.79
Automatic Data Processing (ADP) 0.2 $2.6M +385% 14k 188.41
iShares ETFs/USA Etp (FM) 0.2 $2.6M +10% 87k 29.48
Spdr S&p Homebuilders Etf Etp (XHB) 0.2 $2.6M +2052% 37k 70.35
MasterCard Incorporated (MA) 0.2 $2.5M +31% 7.1k 356.13
iShares ETFs/USA Etp (IYT) 0.2 $2.5M 9.7k 257.64
State Street ETF/USA Etp (SPIB) 0.2 $2.5M -5% 68k 36.24
Vanguard ETF/USA Etp (VIS) 0.2 $2.4M -3% 13k 189.25
Texas Instruments Incorporated (TXN) 0.2 $2.4M -28% 13k 188.99
Exxon Mobil Corporation (XOM) 0.2 $2.4M +105% 43k 55.83
Waste Management (WM) 0.2 $2.4M -52% 19k 129.02
iShares ETFs/USA Etp (SOXX) 0.2 $2.4M -14% 5.7k 423.95
Vanguard ETF/USA Etp (VAW) 0.2 $2.4M +278% 14k 172.95
Chevron Corporation (CVX) 0.2 $2.4M +118% 23k 104.78
Union Pacific Corporation (UNP) 0.2 $2.3M -24% 11k 220.34
Visa (V) 0.2 $2.3M +44% 11k 211.73
D.R. Horton (DHI) 0.2 $2.3M +2268% 26k 89.10
Schwab ETFs/USA Etp (SCHB) 0.2 $2.3M +16% 24k 96.71
Pfizer (PFE) 0.2 $2.3M -34% 63k 36.22
Vanguard ETF/USA Etp (VCR) 0.2 $2.3M -4% 7.7k 295.30
Tractor Supply Company (TSCO) 0.2 $2.3M -25% 13k 177.12
Vanguard ETF/USA Etp (MGC) 0.2 $2.3M -60% 16k 140.25
Vanguard ETF/USA Etp (VGT) 0.2 $2.2M -4% 6.2k 358.53
Netflix (NFLX) 0.2 $2.2M +94% 4.3k 521.57
Huntington Ingalls Inds (HII) 0.2 $2.2M -27% 11k 205.81
Paypal Holdings (PYPL) 0.2 $2.2M +62% 9.1k 242.89
Illinois Tool Works (ITW) 0.2 $2.2M -23% 9.9k 221.55
Clorox Company (CLX) 0.2 $2.2M +457% 11k 192.85
Kellogg Company (K) 0.2 $2.1M -12% 34k 63.30
Kroger (KR) 0.2 $2.1M -16% 59k 35.99
Best Buy (BBY) 0.2 $2.1M +4195% 18k 114.81
S&p Global (SPGI) 0.2 $2.1M +1702% 5.9k 352.96
NVIDIA Corporation (NVDA) 0.2 $2.1M +50% 3.8k 533.80
Sherwin-Williams Company (SHW) 0.2 $2.0M +232% 3.4k 602.92
Allegion Plc equity (ALLE) 0.2 $2.0M +16953% 16k 125.64
O'reilly Automotive (ORLY) 0.2 $2.0M +3594% 4.0k 507.21
First Trust ETFs/USA Etp (CIBR) 0.2 $2.0M +3% 48k 41.83
Citrix Systems (CTXS) 0.2 $2.0M +9618% 14k 140.32
Rockwell Automation (ROK) 0.2 $2.0M +1698% 7.5k 265.43
ConAgra Foods (CAG) 0.2 $2.0M +8274% 53k 37.59
Tyson Foods (TSN) 0.2 $2.0M -17% 27k 74.31
Hershey Company (HSY) 0.2 $2.0M +4534% 13k 158.14
Tesla Motors (TSLA) 0.2 $2.0M +7% 3.0k 668.13
Moody's Corporation (MCO) 0.2 $2.0M +2622% 6.6k 298.68
IDEX Corporation (IEX) 0.2 $2.0M +11448% 9.4k 209.32
Nike (NKE) 0.2 $2.0M +68% 15k 132.92
McKesson Corporation (MCK) 0.2 $1.9M -32% 10k 195.10
Advance Auto Parts (AAP) 0.2 $1.9M +12364% 11k 183.48
Adobe Systems Incorporated (ADBE) 0.2 $1.9M +71% 4.1k 475.47
Nuveen ETFs/USA Etp (NUBD) 0.2 $1.9M +9% 75k 25.82
JPMorgan Chase & Co. (JPM) 0.2 $1.9M -62% 13k 152.22
Zoetis Inc Cl A (ZTS) 0.2 $1.9M +1043% 12k 157.54
Constellation Brands (STZ) 0.2 $1.9M +3746% 8.4k 228.07
iShares ETFs/USA Etp (IGV) 0.2 $1.9M NEW 5.6k 341.34
CBOE Holdings (CBOE) 0.2 $1.9M -9% 19k 98.68
Newmont Mining Corporation (NEM) 0.2 $1.9M +3146% 32k 60.28
Intercontinental Exchange (ICE) 0.2 $1.9M +2295% 17k 111.68
Colgate-Palmolive Company (CL) 0.2 $1.9M +1337% 24k 78.86
Allstate Corporation (ALL) 0.2 $1.9M +1739% 16k 114.90
First Trust ETFs/USA Etp (FV) 0.2 $1.8M 40k 44.63
Alphabet Inc Class C cs (GOOG) 0.2 $1.8M +11% 848.00 2068.40
Pool Corporation (POOL) 0.2 $1.8M +2703% 5.1k 345.29
salesforce (CRM) 0.2 $1.7M +92% 8.3k 211.86
3M Company (MMM) 0.2 $1.7M +249% 9.0k 192.67
State Street ETF/USA Etp (XBI) 0.1 $1.7M 12k 135.63
State Street ETF/USA Etp (MDYG) 0.1 $1.7M +1484% 22k 75.11
iShares ETFs/USA Etp (IVLU) 0.1 $1.6M +4% 64k 25.29
General Dynamics Corporation (GD) 0.1 $1.6M -64% 8.8k 181.63
Progressive Corporation (PGR) 0.1 $1.6M -22% 16k 95.57
iShares ETFs/USA Etp (AOA) 0.1 $1.6M +2% 23k 66.92
State Street ETF/USA Etp (SPTS) 0.1 $1.6M -71% 51k 30.66
At&t (T) 0.1 $1.5M -35% 49k 30.27
Global X ETFs/USA Etp (SIL) 0.1 $1.5M +3% 37k 39.89
Goldman Sachs ETF Trust Etp (GBIL) 0.1 $1.4M -56% 14k 100.18
Abbvie (ABBV) 0.1 $1.4M 13k 108.16
iShares ETFs/USA Etp (IWC) 0.1 $1.3M NEW 9.1k 146.90
iShares ETFs/USA Etp (IHAK) 0.1 $1.3M +7% 34k 38.19
Global X ETFs/USA Etp (PAVE) 0.1 $1.3M +4% 50k 25.07
NetApp (NTAP) 0.1 $1.2M +6005% 17k 72.68
Evergy (EVRG) 0.1 $1.2M +3564% 21k 59.53
Zions Bancorporation (ZION) 0.1 $1.2M +15455% 22k 54.98
Abbott Laboratories (ABT) 0.1 $1.2M 9.9k 119.79
First American Financial (FAF) 0.1 $1.2M +12848% 21k 56.67
Marsh & McLennan Companies (MMC) 0.1 $1.2M 9.5k 121.77
Fnf (FNF) 0.1 $1.1M NEW 28k 40.67
McDonald's Corporation (MCD) 0.1 $1.1M -7% 5.0k 224.06
iShares ETFs/USA Etp (IGF) 0.1 $1.1M +11% 24k 45.07
Hasbro (HAS) 0.1 $1.1M +6875% 11k 96.11
State Street ETF/USA Etp (SPYG) 0.1 $1.1M +11% 19k 56.41
Emerson Electric (EMR) 0.1 $1.1M 12k 90.25
FlexShares ETFs/USA Etp (NFRA) 0.1 $1.1M +12% 19k 56.16
iShares ETFs/USA Etp (IUSV) 0.1 $1.0M +7% 15k 68.94
Vanguard ETF/USA Etp (VEA) 0.1 $973k +24% 20k 49.15
Comcast Corporation (CMCSA) 0.1 $971k -84% 18k 54.14
First Trust ETFs/USA Etp (IFV) 0.1 $933k +8% 41k 22.96
State Street ETF/USA Etp (NANR) 0.1 $917k +4% 24k 38.51
Charles River Laboratories (CRL) 0.1 $901k 3.1k 289.90
State Street ETF/USA Etp (GNR) 0.1 $899k +3% 18k 50.28
VanEck Vectors ETFs/USA Etp (MOO) 0.1 $891k +4% 10k 87.70
iShares ETFs/USA Etp (WOOD) 0.1 $878k +2% 10k 85.17
Novartis (NVS) 0.1 $872k 10k 85.47
iShares ETFs/USA Etp (SUSB) 0.1 $856k +11% 33k 25.97
W.W. Grainger (GWW) 0.1 $856k -75% 2.1k 400.75
Brown & Brown (BRO) 0.1 $823k 18k 45.73
Vanguard ETF/USA Etp (ESGV) 0.1 $797k +13% 11k 73.70
PerkinElmer (PKI) 0.1 $790k 6.2k 128.23
Berkshire Hathaway (BRK.A) 0.1 $771k 2.00 385500.00
Equifax (EFX) 0.1 $757k 4.2k 181.06
Kimberly-Clark Corporation (KMB) 0.1 $729k +4% 5.2k 139.15
iShares ETFs/USA Etp (QUAL) 0.1 $723k -90% 5.9k 121.88
Copart (CPRT) 0.1 $720k 6.6k 108.50
Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) 0.1 $700k -56% 7.6k 91.53
iShares ETFs/USA Etp (AOM) 0.1 $647k 15k 43.59
iShares ETFs/USA Etp (IUSB) 0.1 $642k 12k 52.72
Nuveen ETFs/USA Etp (NULG) 0.1 $617k +36% 11k 57.93
Nuveen ETFs/USA Etp (NUDM) 0.1 $615k +34% 20k 30.24
State Street Corporation (STT) 0.1 $607k 7.2k 84.04
Spdr S&p Regional Banking Etp (KRE) 0.1 $580k 8.7k 66.35
American Express Company (AXP) 0.1 $579k -83% 4.1k 141.60
Dover Corporation (DOV) 0.1 $566k 4.1k 137.11
State Street ETF/USA Etp (SPMD) 0.0 $553k -72% 12k 45.73
Mondelez Int (MDLZ) 0.0 $524k -82% 8.9k 58.57
Nuveen ETFs/USA Etp (NUMV) 0.0 $522k +33% 15k 34.40
Nuveen ETFs/USA Etp (NULV) 0.0 $511k +37% 14k 36.22
State Street ETF/USA Etp (SPSM) 0.0 $490k -70% 12k 42.30
First Trust ETFs/USA Etp (FTLS) 0.0 $489k -58% 11k 45.45
Bank of America Corporation (BAC) 0.0 $480k -87% 12k 38.68
Verizon Communications (VZ) 0.0 $449k +59% 7.7k 58.09
Walt Disney Company (DIS) 0.0 $444k 2.4k 184.54
Honeywell International (HON) 0.0 $442k -93% 2.0k 217.41
Nuveen ETFs/USA Etp (NUSC) 0.0 $427k +24% 9.9k 42.99
Invesco ETFs/USA Etp (BSCM) 0.0 $426k 20k 21.65
iShares ETFs/USA Etp (IYW) 0.0 $423k -51% 4.8k 87.51
Bristol Myers Squibb (BMY) 0.0 $411k +8% 6.5k 63.14
Wells Fargo & Company (WFC) 0.0 $396k -89% 10k 39.02
Accenture (ACN) 0.0 $390k +7% 1.4k 276.79
Trane Technologies (TT) 0.0 $382k +3% 2.3k 165.37
State Street ETF/USA Etp (XLRE) 0.0 $378k -95% 9.6k 39.56
State Street ETF/USA Etp (SPEM) 0.0 $378k -70% 8.6k 43.76
Starbucks Corporation (SBUX) 0.0 $374k +6% 3.4k 109.48
IndexIQ ETF Trust Etp (QAI) 0.0 $371k -59% 12k 31.82
WisdomTree ETFs/USA Etp (WTMF) 0.0 $369k -59% 9.5k 38.99
State Street ETF/USA Etp (TOTL) 0.0 $353k -4% 7.3k 48.21
V.F. Corporation (VFC) 0.0 $350k 4.4k 80.02
iShares ETFs/USA Etp (EFG) 0.0 $344k -87% 3.4k 100.50
TAL Education (TAL) 0.0 $342k NEW 6.4k 53.78

Past Filings by CX Institutional

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