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CX Institutional

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

Top 5 stock holdings are IVV, SPTI, JAAA, BSV, IVE, and represent 9.94% of CX Institutional's stock portfolio.
Added to shares of these 10 stocks: URTH (+$27M), TLT (+$17M), BSV (+$16M), EWS (+$15M), MLN (+$15M), VWO (+$15M), ENZL (+$14M), GDX (+$13M), IEFA (+$12M), IVE (+$11M).
Started 54 new stock positions in FXR, PRDO, IYC, USFD, CTRA, ENZL, XES, PBW, XTN, REZI.
Reduced shares in these 10 stocks: , USMV (-$17M), VV (-$16M), IAU (-$15M), EWC (-$14M), VTV (-$14M), EIS (-$13M), EWT (-$13M), IVV (-$9.8M), SPTI (-$7.3M).
Sold out of its positions in ABM, AAP, A, AMT, BAX, BRK.A, BIIB, ED, CSGP, CCI.
CX Institutional was a net seller of stock by $-54M.
CX Institutional has $1.8B in assets under management (AUM), dropping by -5.96%.
Central Index Key (CIK): 0001737089

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Portfolio Holdings for CX Institutional

CX Institutional holds 479 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 Core S&p500 Etf (IVV)	2.4	$44M	-18%	102k	429.43	View chart
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)	2.1	$39M	-15%	1.4M	27.50	View chart
Janus Henderson AAA Hendrson Aaa Cl (JAAA)	1.8	$33M	+13%	662k	50.33	View chart
Vanguard Short-Term Bond Index ETF Short Trm Bond (BSV)	1.8	$33M	+91%	439k	75.13	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	1.7	$32M	+56%	206k	153.84	View chart
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)	1.7	$31M	+114%	353k	88.57	View chart
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)	1.6	$30M	+14%	1.1M	27.53	View chart
Vanguard Mid-Cap Mid Cap Etf (VO)	1.6	$29M	-12%	141k	208.24	View chart
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)	1.5	$28M	+4%	631k	44.10	View chart
Vanguard Small-Cap Small Cp Etf (VB)	1.5	$27M	+9%	144k	189.07	View chart
iShares MSCI World Index Msci World Etf (URTH)	1.5	$27M	NEW	221k	120.17	View chart
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)	1.4	$26M	+14%	1.3M	20.78	View chart
Goldman Sachs TreasuryAccess 0-1 Year Acces Treasury (GBIL)	1.4	$25M	+13%	249k	100.03	View chart
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)	1.3	$24M	+25%	369k	64.46	View chart
Apple (AAPL)	1.3	$24M	-8%	137k	171.21	View chart
VanEck AMT-Free Long Municipal Index ETF Long Muni Etf (MLN)	1.2	$23M	+189%	1.4M	16.70	View chart
Amern Century Divers Muncpl Bd Diversified Mu (TAXF)	1.2	$22M	+11%	459k	47.95	View chart
iShares National Muni Bond National Mun Etf (MUB)	1.2	$21M		207k	102.47	View chart
SPDR Nuveen Blmbg Barclays Muni Bd ETF Nuveen Blmbrg Mu (TFI)	1.1	$20M	+25%	461k	43.67	View chart
Microsoft Corporation (MSFT)	1.1	$20M	-14%	63k	315.75	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	1.1	$20M	+158%	308k	64.35	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	1.1	$20M	+72%	129k	151.82	View chart
SPDR Barclays Short Term Treasury ETF Portfolio Sh Tsr (SPTS)	1.1	$19M		676k	28.70	View chart
Vanguard Total International Bond Index ETF Total Int Bd Etf (BNDX)	1.0	$19M	+11%	397k	47.80	View chart
iShares Core S&P US Growth ETF Core S&p Us Gwt (IUSG)	0.9	$17M	+58%	175k	94.83	View chart
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)	0.9	$16M	+95%	71k	226.90	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	0.9	$16M	+89%	59k	265.99	View chart
Vanguard FTSE Emerging Markets Ftse Emr Mkt Etf (VWO)	0.8	$15M	+2154%	393k	39.21	View chart
iShares MSCI United Kingdom Index Msci Uk Etf New (EWU)	0.8	$15M	+13%	476k	31.64	View chart
iShares MSCI Japan Index Msci Jpn Etf New (EWJ)	0.8	$15M	+2%	250k	60.29	View chart
iShares MSCI Singapore Index Msci Singpor Etf (EWS)	0.8	$15M	NEW	811k	18.35	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Inc (JPST)	0.8	$15M	-26%	296k	50.18	View chart
iShares MSCI Spain Index Msci Spain Etf (EWP)	0.8	$15M	+9%	537k	27.50	View chart
iShares MSCI Switzerland Index Msci Switzerland (EWL)	0.8	$14M	+12%	331k	43.57	View chart
iShares MSCI Saudi Arabia ETF Msci Saudi Arbia (KSA)	0.8	$14M	+8%	373k	38.74	View chart
iShares MSCI New Zealand Investable Market Index New Zealand Etf (ENZL)	0.8	$14M	NEW	325k	44.29	View chart
iShares MSCI France Index Msci France Etf (EWQ)	0.8	$14M	+11%	403k	35.59	View chart
SPDR Bloomberg 1-3 Month T-Bill Bloomberg 1-3 Mo (BIL)	0.8	$14M	+8%	156k	91.72	View chart
iShares MSCI Germany Index Msci Germany Etf (EWG)	0.8	$14M	+24%	540k	26.20	View chart
SPDR Technology Select Sector Technology (XLK)	0.8	$14M	-19%	84k	163.93	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.7	$13M	-20%	102k	130.86	View chart
VanEck Gold Miners ETF Gold Miners Etf (GDX)	0.7	$13M	NEW	472k	26.91	View chart
SPDR Nuveen S&P High Yield Muni Bd ETF Nuveen Bloomberg (HYMB)	0.7	$12M	+6%	517k	23.81	View chart
Vanguard Large-Cap Index Fund ETF Large Cap Etf (VV)	0.7	$12M	-55%	63k	195.69	View chart
SPDR MSCI EAFE Quality Mix Msci Eafe Strtgc (QEFA)	0.7	$12M	+38%	180k	67.04	View chart
Eli Lilly & Co. (LLY)	0.7	$12M	-27%	22k	537.13	View chart
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)	0.6	$12M	-2%	258k	45.43	View chart
Amazon (AMZN)	0.6	$11M	-23%	83k	127.12	View chart
SPDR S&P Regional Banking S&p Regl Bkg (KRE)	0.6	$11M	+9%	251k	41.77	View chart
Amplify Transformational Data Sharing ETF Blockchain Ldr (BLOK)	0.6	$10M	-12%	519k	19.93	View chart
UnitedHealth (UNH)	0.5	$9.9M	-12%	20k	504.19	View chart
iShares iBoxx $ High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.5	$9.5M	+11%	129k	73.56	View chart
SPDR S&P 500 Trust Tr Unit (SPY)	0.5	$9.5M		22k	427.48	View chart
SPDR Health Care Select Sector Sbi Healthcare (XLV)	0.5	$9.4M	+3%	73k	128.74	View chart
Visa Com Cl A (V)	0.5	$8.9M	-17%	39k	230.01	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.5	$8.9M	-4%	130k	68.42	View chart
Meta Platforms Cl A (META)	0.5	$8.8M	+172%	29k	300.21	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.7M	+69%	74k	117.58	View chart
Procter & Gamble Company (PG)	0.5	$8.3M	-24%	57k	145.86	View chart
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)	0.5	$8.3M	+18%	58k	141.69	View chart
SPDR S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)	0.5	$8.2M	-7%	199k	41.26	View chart
Tesla Motors (TSLA)	0.5	$8.2M	-32%	33k	250.22	View chart
SPDR S&P 500 Growth ETF Prtflo S&p500 Gw (SPYG)	0.4	$8.1M	+113%	137k	59.28	View chart
Abbvie (ABBV)	0.4	$8.0M	+29%	54k	149.06	View chart
SPDR S&P Dividend S&p Divid Etf (SDY)	0.4	$8.0M	-10%	69k	115.01	View chart
Amgen (AMGN)	0.4	$7.9M	+6%	29k	268.76	View chart
Mastercard Cl A (MA)	0.4	$7.7M	+142%	19k	395.92	View chart
Vanguard Total Stock Market Total Stk Mkt (VTI)	0.4	$7.2M		34k	212.41	View chart
First Trust Large Cap Gr AlphaDEX Fund Com Shs (FTC)	0.4	$7.2M	+108%	74k	96.76	View chart
WisdomTree U.S. MidCap Dividend Fund ETF Us Midcap Divid (DON)	0.4	$6.9M	-13%	169k	40.96	View chart
International Business Machines (IBM)	0.4	$6.9M	+26%	49k	140.30	View chart
SPDR Consumer Discretionary Select Sector ETF Sbi Cons Discr (XLY)	0.4	$6.8M	-26%	42k	160.98	View chart
SPDR Financial Select Sector Financial (XLF)	0.4	$6.6M	+309%	199k	33.17	View chart
Union Pacific Corporation (UNP)	0.4	$6.5M	+161%	32k	203.63	View chart
Merck & Co (MRK)	0.4	$6.4M	+219%	63k	102.95	View chart
WisdomTree Emerging Markets High Dividend Emer Mkt High Fd (DEM)	0.3	$6.2M	-12%	165k	37.48	View chart
Perdoceo Ed Corp (PRDO)	0.3	$6.0M	NEW	352k	17.10	View chart
Lowe's Companies (LOW)	0.3	$6.0M	+693%	29k	207.84	View chart
WisdomTree International Large Cap Div ETF Intl Lrgcap Dv (DOL)	0.3	$6.0M	NEW	131k	45.62	View chart
Lockheed Martin Corporation (LMT)	0.3	$6.0M	+202%	15k	408.95	View chart
United Parcel Service CL B (UPS)	0.3	$5.9M	-15%	38k	155.87	View chart
Home Depot (HD)	0.3	$5.8M	+117%	19k	302.16	View chart
Anthem (ELV)	0.3	$5.7M	+3%	13k	435.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.7M	+101%	39k	145.02	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.3	$5.6M	-75%	77k	72.38	View chart
Global X Autonomous & Electric Vehicles Autonmous Ev Etf (DRIV)	0.3	$5.6M	-4%	237k	23.49	View chart
Berkshire Hathaway Inc Class B Cl B New (BRK.B)	0.3	$5.5M	-19%	16k	350.30	View chart
General Electric Company Com New (GE)	0.3	$5.4M	+575%	49k	110.55	View chart
Johnson & Johnson (JNJ)	0.3	$5.4M	+69%	35k	155.75	View chart
SPDR Communications Select Sector Communication (XLC)	0.3	$5.4M	-18%	82k	65.57	View chart
California Resources Com Stock (CRC)	0.3	$5.4M	NEW	96k	56.01	View chart
Vanguard Mid-Cap Value ETF Mcap Vl Idxvip (VOE)	0.3	$5.3M	-40%	41k	130.96	View chart
Costco Wholesale Corporation (COST)	0.3	$5.3M		9.4k	564.96	View chart
Invesco National AMT-Free Municipal Bond Natl Amt Muni (PZA)	0.3	$5.2M	NEW	235k	22.16	View chart
General Dynamics Corporation (GD)	0.3	$5.2M	+123%	24k	220.97	View chart
Global X Lithium ETF Lithium Btry Etf (LIT)	0.3	$5.1M		93k	55.17	View chart
Coca-Cola Company (KO)	0.3	$5.1M	+107%	91k	55.98	View chart
SPDR S&P International Small Cap S&p Intl Smlcp (GWX)	0.3	$5.0M		173k	29.14	View chart
WisdomTree LargeCap Dividend Us Largecap Divd (DLN)	0.3	$5.0M	-13%	81k	61.49	View chart
SLVM Common Stock (SLVM)	0.3	$4.9M	NEW	112k	43.79	View chart
World Fuel Services Corporation (WKC)	0.3	$4.9M	NEW	218k	22.43	View chart
SYNNEX Corporation (SNX)	0.3	$4.9M	NEW	49k	99.86	View chart
Vanguard Mid-Cap Growth ETF Mcap Gr Idxvip (VOT)	0.3	$4.7M	-26%	24k	194.77	View chart
ConocoPhillips (COP)	0.3	$4.6M	-6%	39k	119.80	View chart
iShares Dow Jones US Regional Banks Us Regnl Bks Etf (IAT)	0.3	$4.6M	+14%	136k	33.60	View chart
Schwab International Equity Intl Eqty Etf (SCHF)	0.2	$4.5M	+20%	134k	33.96	View chart
Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR)	0.2	$4.5M	-15%	28k	159.49	View chart
Marathon Petroleum Corp (MPC)	0.2	$4.4M	-3%	29k	151.34	View chart
Cisco Systems (CSCO)	0.2	$4.4M	-22%	83k	53.76	View chart
Automatic Data Processing (ADP)	0.2	$4.3M	+283%	18k	240.58	View chart
Comcast Corp A Cl A (CMCSA)	0.2	$4.3M	+270%	97k	44.34	View chart
Wal-Mart Stores (WMT)	0.2	$4.2M		26k	159.93	View chart
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf (SCHE)	0.2	$4.1M		170k	23.94	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.2	$4.0M	-40%	15k	272.30	View chart
iShares Global Infrastructure ETF Glb Infrastr Etf (IGF)	0.2	$4.0M		92k	43.29	View chart
Valero Energy Corporation (VLO)	0.2	$4.0M	+842%	28k	141.71	View chart
Kroger (KR)	0.2	$3.9M	-32%	86k	44.75	View chart
iShares U.S. Financials ETF U.s. Finls Etf (IYF)	0.2	$3.9M	-26%	52k	74.76	View chart
Alphabet Inc Class C Cap Stk Cl C (GOOG)	0.2	$3.8M	+2%	29k	131.85	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.2	$3.8M	+12%	15k	249.35	View chart
Oneok (OKE)	0.2	$3.8M	+240%	60k	63.43	View chart
Bj's Wholesale Club Holdings (BJ)	0.2	$3.8M	NEW	53k	71.37	View chart
TJX Companies (TJX)	0.2	$3.8M	+438%	43k	88.88	View chart
Marsh & McLennan Companies (MMC)	0.2	$3.8M	+24%	20k	190.30	View chart
EOG Resources (EOG)	0.2	$3.7M	-5%	30k	126.76	View chart
Clearwater Paper (CLW)	0.2	$3.7M	NEW	103k	36.25	View chart
Casey's General Stores (CASY)	0.2	$3.7M	NEW	14k	271.51	View chart
CSX Corporation (CSX)	0.2	$3.7M	-39%	120k	30.75	View chart
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)	0.2	$3.6M		17k	214.18	View chart
Global X US Infrastructure Dev Us Infr Dev Etf (PAVE)	0.2	$3.6M	-5%	118k	30.38	View chart
Philip Morris International (PM)	0.2	$3.5M	+444%	38k	92.58	View chart
Starbucks Corporation (SBUX)	0.2	$3.5M	+298%	39k	91.27	View chart
Bristol Myers Squibb (BMY)	0.2	$3.5M	-41%	60k	58.04	View chart
Pfizer (PFE)	0.2	$3.5M	+119%	104k	33.17	View chart
First Trust NASDAQ Clean Edge US Liquid Nas Clnedg Green (QCLN)	0.2	$3.4M	-26%	80k	42.63	View chart
Aon Shs Cl A (AON)	0.2	$3.4M		11k	324.22	View chart
Advansix (ASIX)	0.2	$3.4M	NEW	109k	31.08	View chart
FlexShares STOXX Global Broad Infrastructure Stoxx Globr Inf (NFRA)	0.2	$3.4M		70k	48.43	View chart
Performance Food (PFGC)	0.2	$3.4M	NEW	57k	58.86	View chart
CF Industries Holdings (CF)	0.2	$3.4M	NEW	39k	85.74	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.2	$3.3M	+12%	19k	176.74	View chart
Illinois Tool Works (ITW)	0.2	$3.3M	+490%	15k	230.32	View chart
Manpower (MAN)	0.2	$3.3M	NEW	45k	73.32	View chart
Qualcomm (QCOM)	0.2	$3.3M	-25%	30k	111.06	View chart
KLA Corp Com New (KLAC)	0.2	$3.3M	+946%	7.2k	458.69	View chart
3M Company (MMM)	0.2	$3.3M	-7%	35k	93.62	View chart
H.B. Fuller Company (FUL)	0.2	$3.3M	-26%	48k	68.61	View chart
Paccar (PCAR)	0.2	$3.3M	-40%	39k	85.02	View chart
Vanguard Russell 2000 Vng Rus2000idx (VTWO)	0.2	$3.2M	+14%	45k	71.44	View chart
ODP Corp. (ODP)	0.2	$3.2M	NEW	70k	46.15	View chart
Vanguard Health Care Health Car Etf (VHT)	0.2	$3.2M	+55%	14k	235.10	View chart
iShares Global Clean Energy ETF Gl Clean Ene Etf (ICLN)	0.2	$3.2M	-24%	218k	14.62	View chart
Us Foods Hldg Corp call (USFD)	0.2	$3.2M	NEW	80k	39.70	View chart
NVIDIA Corporation (NVDA)	0.2	$3.2M		7.3k	434.99	View chart
Lea Com New (LEA)	0.2	$3.1M	NEW	23k	134.20	View chart
First Trust SMID Cp Rising Div Achv ETF Smid Risng Etf (SDVY)	0.2	$3.1M	-15%	111k	28.23	View chart
Heidrick & Struggles International (HSII)	0.2	$3.1M	NEW	125k	25.02	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$3.1M	NEW	115k	27.05	View chart
SPDR Real Estate Select Sector ETF Rl Est Sel Sec (XLRE)	0.2	$3.1M	-42%	91k	34.07	View chart
Resideo Technologies (REZI)	0.2	$3.1M	NEW	194k	15.80	View chart
Arrow Electronics (ARW)	0.2	$3.1M	NEW	25k	125.24	View chart
Archer Daniels Midland Company (ADM)	0.2	$3.1M	-26%	41k	75.42	View chart
Analog Devices (ADI)	0.2	$3.0M	+267%	17k	175.09	View chart
Lennar Corp Class A Cl A (LEN)	0.2	$3.0M	-35%	27k	112.23	View chart
Cme (CME)	0.2	$3.0M	+590%	15k	200.22	View chart
Waste Management (WM)	0.2	$2.9M		19k	152.44	View chart
Gilead Sciences (GILD)	0.2	$2.9M	-33%	39k	74.94	View chart
Microchip Technology (MCHP)	0.2	$2.9M	-29%	38k	78.05	View chart
Humana (HUM)	0.2	$2.9M	-3%	6.0k	486.51	View chart
iShares KLD 400 Social Index Msci Kld400 Soc (DSI)	0.2	$2.9M	+47%	36k	81.41	View chart
Verizon Communications (VZ)	0.2	$2.9M	-23%	89k	32.41	View chart
Nortonlifelock (GEN)	0.2	$2.9M	-29%	163k	17.68	View chart
Altria (MO)	0.2	$2.8M	+306%	67k	42.05	View chart
Mosaic (MOS)	0.2	$2.8M	NEW	79k	35.60	View chart
Deere & Company (DE)	0.2	$2.8M	+327%	7.4k	377.39	View chart
Cdw (CDW)	0.1	$2.7M	NEW	13k	201.75	View chart
Nxp Semiconductors N V (NXPI)	0.1	$2.6M	+500%	13k	199.92	View chart
Pepsi (PEP)	0.1	$2.6M		15k	169.44	View chart
Chevron Corporation (CVX)	0.1	$2.5M	+6%	15k	168.62	View chart
Kellogg Company (K)	0.1	$2.3M	+779%	39k	58.63	View chart
Skyworks Solutions (SWKS)	0.1	$2.3M	-21%	23k	98.59	View chart
Lam Research Corporation (LRCX)	0.1	$2.2M	-65%	3.5k	626.79	View chart
Invesco Solar ETF Solar Etf (TAN)	0.1	$2.2M	+183%	43k	51.79	View chart
Nucor Corporation (NUE)	0.1	$2.2M		14k	156.35	View chart
SYSCO Corporation (SYY)	0.1	$2.2M	+681%	33k	66.05	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.2M	-10%	32k	69.40	View chart
Campbell Soup Company (CPB)	0.1	$2.2M	NEW	53k	41.08	View chart
McDonald's Corporation (MCD)	0.1	$2.1M		8.0k	263.45	View chart
Norfolk Southern (NSC)	0.1	$2.1M	+476%	11k	196.93	View chart
Abbott Laboratories (ABT)	0.1	$2.1M	-64%	22k	96.85	View chart
Nuveen ESG Large-Cap Value ETF Nuveen Esg Lrgvl (NULV)	0.1	$2.1M	+55%	62k	33.59	View chart
SPDR Utilities Select Sector Sbi Int-utils (XLU)	0.1	$2.1M	-60%	35k	58.93	View chart
iShares Exponential Technologies Exponential Tech (XT)	0.1	$2.0M	-12%	39k	52.21	View chart
iShares International Select Dividend Intl Sel Div Etf (IDV)	0.1	$2.0M	-75%	79k	25.40	View chart
iShares Dow Jones US Consumer Non-Cyclical Sector Index Us Consm Staples (IYK)	0.1	$1.9M	+394%	10k	186.51	View chart
Booking Holdings (BKNG)	0.1	$1.9M	-2%	609.00	3081.42	View chart
Huntington Ingalls Inds (HII)	0.1	$1.8M	-65%	9.0k	204.58	View chart
SPDR Industrial Select Sector ETF Sbi Int-inds (XLI)	0.1	$1.8M	-51%	18k	101.38	View chart
iShares Barclays 7-10 Yr Treasury Bond 7-10 Yr Trsy Bd (IEF)	0.1	$1.8M		20k	91.59	View chart
SPDR S&P Transportation S&p Transn Etf (XTN)	0.1	$1.7M	NEW	23k	74.92	View chart
FMC Corp Com New (FMC)	0.1	$1.7M	NEW	25k	66.97	View chart
Vanguard Materials ETF Materials Etf (VAW)	0.1	$1.7M	+47%	9.6k	172.52	View chart
Vanguard Energy Energy Etf (VDE)	0.1	$1.6M	-58%	13k	126.74	View chart
Vanguard Industrials Industrial Etf (VIS)	0.1	$1.6M	-16%	8.3k	194.99	View chart
McKesson Corporation (MCK)	0.1	$1.6M	-77%	3.6k	434.85	View chart
Vanguard S&P 500 S&p 500 Etf Shs (VOO)	0.1	$1.6M	+18%	4.0k	392.69	View chart
Honeywell International (HON)	0.1	$1.5M	-6%	8.4k	184.74	View chart
Packaging Corporation of America (PKG)	0.1	$1.5M	-11%	9.9k	153.55	View chart
Hewlett Packard Enterprise (HPE)	0.1	$1.5M	-71%	87k	17.37	View chart
Oracle Corporation (ORCL)	0.1	$1.5M		14k	105.92	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.1	$1.5M	-48%	21k	68.92	View chart
iShares Gold Trust Ishares New (IAU)	0.1	$1.4M	-91%	41k	34.99	View chart
Corning Incorporated (GLW)	0.1	$1.4M	-78%	46k	30.47	View chart
Emerson Electric (EMR)	0.1	$1.4M		15k	96.57	View chart
AmerisourceBergen (COR)	0.1	$1.4M	-78%	7.8k	179.97	View chart
Nuveen ESG US Aggregate Bond ETF Nuveen Esg Us (NUBD)	0.1	$1.4M	-26%	66k	21.05	View chart
Ufp Industries (UFPI)	0.1	$1.4M	-75%	14k	102.40	View chart
eBay (EBAY)	0.1	$1.4M	-70%	31k	44.09	View chart
Goldman Sachs (GS)	0.1	$1.4M	-69%	4.2k	323.60	View chart
Zoetis Cl A (ZTS)	0.1	$1.4M	-40%	7.8k	173.97	View chart
Brown & Brown (BRO)	0.1	$1.3M		19k	69.84	View chart
Mr Cooper Group (COOP)	0.1	$1.3M	-75%	25k	53.56	View chart
Applied Industrial Technologies (AIT)	0.1	$1.3M	-73%	8.6k	154.62	View chart
Cheniere Energy Com New (LNG)	0.1	$1.3M	-72%	8.0k	165.97	View chart
Invesco WilderHill Clean Energy Wilderhil Clan (PBW)	0.1	$1.3M	NEW	42k	31.43	View chart
Electronic Arts (EA)	0.1	$1.3M	-77%	11k	120.39	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.3M	-2%	2.5k	509.90	View chart
Reliance Steel & Aluminum (RS)	0.1	$1.2M	-73%	4.6k	262.25	View chart
Darden Restaurants (DRI)	0.1	$1.2M	-19%	8.5k	143.22	View chart
Boeing Company (BA)	0.1	$1.2M	-6%	6.3k	191.68	View chart
SPDR Materials Select Sector Sbi Materials (XLB)	0.1	$1.2M	-28%	15k	78.55	View chart
AGCO Corporation (AGCO)	0.1	$1.2M	-13%	9.9k	118.28	View chart
iShares Dow Jones US Healthcare Sector Index Us Hlthcare Etf (IYH)	0.1	$1.2M	NEW	4.3k	270.05	View chart
Target Corporation (TGT)	0.1	$1.1M	-58%	10k	110.57	View chart
John Bean Technologies Corporation (JBT)	0.1	$1.1M	-73%	11k	105.14	View chart
Copart (CPRT)	0.1	$1.1M	+99%	26k	43.09	View chart
SPDR S&P Mid Cap 400 Trust Utser1 S&pdcrp (MDY)	0.1	$1.1M		2.5k	456.64	View chart
Sherwin-Williams Company (SHW)	0.1	$1.1M		4.4k	255.06	View chart
salesforce (CRM)	0.1	$1.1M	-2%	5.4k	202.78	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.1	$1.1M		3.0k	358.27	View chart
Broadcom (AVGO)	0.1	$1.1M	+2%	1.3k	830.58	View chart
Roper Industries (ROP)	0.1	$1.1M	-43%	2.2k	484.31	View chart
Novartis AG Spons Sponsored Adr (NVS)	0.1	$1.0M		10k	101.86	View chart
Nushares ETF Tr Esg Intl Devel Nuveen Esg Intl (NUDM)	0.1	$1.0M	-32%	38k	27.32	View chart
iShares Russell Mid-Cap ETF Rus Mid Cap Etf (IWR)	0.1	$1.0M	NEW	15k	69.25	View chart
Intuit (INTU)	0.1	$1.0M		2.0k	510.96	View chart
Akamai Technologies (AKAM)	0.1	$1.0M	-82%	9.5k	106.54	View chart
Vanguard Communication Services Comm Srvc Etf (VOX)	0.1	$1.0M	-36%	9.6k	105.20	View chart
Bank of America Corporation (BAC)	0.1	$1.0M	+11%	37k	27.38	View chart
Nuveen ESG Large-Cap Growth ETF Nuveen Esg Lrgcp (NULG)	0.1	$1.0M	-39%	17k	59.97	View chart
Stryker Corporation (SYK)	0.1	$1.0M		3.7k	273.28	View chart
Accenture Shs Class A (ACN)	0.1	$1.0M		3.3k	307.11	View chart
Marathon Oil Corporation (MRO)	0.1	$1.0M	-44%	37k	26.75	View chart
CBOE Holdings (CBOE)	0.1	$996k	-54%	6.4k	156.21	View chart
iShares S&P Mid Cap 400 Growth ETF S&p Mc 400gr Etf (IJK)	0.1	$982k	+51%	14k	72.24	View chart
Jacobs Engineering Group (J)	0.1	$977k	-50%	7.2k	136.50	View chart
Netflix (NFLX)	0.1	$974k	-2%	2.6k	377.60	View chart
Parker-Hannifin Corporation (PH)	0.1	$968k	-80%	2.5k	389.49	View chart
Advanced Micro Devices (AMD)	0.1	$962k		9.4k	102.82	View chart
Steel Dynamics (STLD)	0.1	$942k		8.8k	107.22	View chart
SPDR Consumer Staples Select Sector Sbi Cons Stpls (XLP)	0.1	$941k	-86%	14k	68.81	View chart
Cigna Corp (CI)	0.1	$930k	-82%	3.3k	286.10	View chart
Franklin US Low Volatility High Dividend ETF Franklin Us Low (LVHD)	0.1	$920k		27k	33.88	View chart
Schwab US Mid Cap Us Mid-cap Etf (SCHM)	0.1	$915k	NEW	14k	67.68	View chart
Linde SHS (LIN)	0.0	$906k		2.4k	372.35	View chart
First Trust Health Care Alphadex Hlth Care Alph (FXH)	0.0	$897k	NEW	9.2k	97.16	View chart
Vulcan Materials Company (VMC)	0.0	$879k	-54%	4.4k	202.00	View chart
SPDR S&P Biotech S&p Biotech (XBI)	0.0	$876k		12k	73.02	View chart
First Trust Industrials/Producer Durables Alphadex ETF Indls Prod Dur (FXR)	0.0	$868k	NEW	15k	57.43	View chart
iShares Currency Hedged MSCI EAFE Hdg Msci Eafe (HEFA)	0.0	$866k	-84%	29k	30.10	View chart
Danaher Corporation (DHR)	0.0	$865k	-27%	3.6k	239.39	View chart
Hershey Company (HSY)	0.0	$865k	-45%	4.3k	200.06	View chart
NetApp (NTAP)	0.0	$838k	-21%	11k	75.88	View chart
US Bancorp Com New (USB)	0.0	$837k	-77%	25k	33.06	View chart
W.W. Grainger (GWW)	0.0	$821k	-42%	1.2k	691.84	View chart
Wells Fargo & Company (WFC)	0.0	$820k	+2%	20k	40.86	View chart
American Express Company (AXP)	0.0	$809k	-82%	5.4k	149.18	View chart
Caterpillar (CAT)	0.0	$808k		3.0k	273.02	View chart
Equifax (EFX)	0.0	$772k	-7%	4.2k	183.19	View chart
Fidelity MSCI Health Care Index ETF Msci Hlth Care I (FHLC)	0.0	$764k	+61%	13k	60.58	View chart
Kimberly-Clark Corporation (KMB)	0.0	$763k		6.3k	120.84	View chart
L3harris Technologies (LHX)	0.0	$760k	-26%	4.4k	174.12	View chart
Medtronic SHS (MDT)	0.0	$755k		9.6k	78.36	View chart
Fox Corp A Cl A Com (FOXA)	0.0	$749k	-80%	24k	31.20	View chart
Intel Corporation (INTC)	0.0	$746k	+13%	21k	35.55	View chart
iShares Dow Jones US Broker Dealers Us Br Del Se Etf (IAI)	0.0	$741k	-37%	8.1k	91.03	View chart
Vanguard Real Estate Real Estate Etf (VNQ)	0.0	$737k	-35%	9.7k	75.66	View chart
PerkinElmer (RVTY)	0.0	$721k		6.5k	110.70	View chart
Progressive Corporation (PGR)	0.0	$706k	-11%	5.1k	139.29	View chart
S&p Global (SPGI)	0.0	$693k		1.9k	365.44	View chart
iShares North American Natural Resources North Amern Nat (IGE)	0.0	$687k	-10%	17k	41.59	View chart
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)	0.0	$686k	-26%	14k	47.59	View chart
Texas Instruments Incorporated (TXN)	0.0	$686k	-15%	4.3k	159.01	View chart
Dover Corporation (DOV)	0.0	$678k	+5%	4.9k	139.51	View chart
iShares US Consumer Services ETF Us Consum Discre (IYC)	0.0	$661k	NEW	9.9k	66.95	View chart
Morgan Stanley Com New (MS)	0.0	$660k	-84%	8.1k	81.67	View chart
Charles River Laboratories (CRL)	0.0	$656k		3.3k	195.98	View chart
Vanguard Intermediate Term Corporate Bond ETF Int-term Corp (VCIT)	0.0	$639k		8.4k	75.98	View chart
iShares Russell 2000 Growth ETF Rus 2000 Grw Etf (IWO)	0.0	$639k	+74%	2.9k	224.17	View chart
Fidelity MSCI Consumer Staples Index Consmr Staples (FSTA)	0.0	$639k	+48%	15k	42.58	View chart
Nike Inc Class B CL B (NKE)	0.0	$635k	-8%	6.6k	95.62	View chart
Nextera Energy (NEE)	0.0	$635k	-29%	11k	57.29	View chart
iShares U.S. Home Construction ETF Us Home Cons Etf (ITB)	0.0	$635k	-32%	8.1k	78.49	View chart
Toro Company (TTC)	0.0	$634k	-49%	7.6k	83.10	View chart
SPDR Energy Select Sector ETF Energy (XLE)	0.0	$617k	-66%	6.8k	90.39	View chart
FedEx Corporation (FDX)	0.0	$616k		2.3k	264.95	View chart
Schwab US Broad Market ETF Us Brd Mkt Etf (SCHB)	0.0	$611k	-81%	12k	49.85	View chart
Servicenow (NOW)	0.0	$607k		1.1k	558.96	View chart
Schlumberger NV Com Stk (SLB)	0.0	$605k		10k	58.30	View chart
Intuitive Surgical Com New (ISRG)	0.0	$605k	-3%	2.1k	292.29	View chart
Metropcs Communications (TMUS)	0.0	$601k	+32%	4.3k	140.06	View chart
Eaton Corp SHS (ETN)	0.0	$594k		2.8k	213.31	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$592k		1.7k	347.74	View chart
Vanguard Information Technology Inf Tech Etf (VGT)	0.0	$588k	-38%	1.4k	414.94	View chart
Air Products & Chemicals (APD)	0.0	$586k		2.1k	283.43	View chart
Applied Materials (AMAT)	0.0	$586k		4.2k	138.46	View chart
PNC Financial Services (PNC)	0.0	$575k	-82%	4.7k	122.77	View chart
Pioneer Natural Resources (PXD)	0.0	$555k	+28%	2.4k	229.53	View chart
iShares ESG 1-5 Year USD Corp Bd ETF Esg Awre 1 5 Yr (SUSB)	0.0	$553k	-33%	23k	23.71	View chart
First Trust Consumer Staples Alphadex Consumr Staple (FXG)	0.0	$553k	NEW	9.2k	60.34	View chart
Chubb (CB)	0.0	$552k	+3%	2.7k	208.20	View chart
Charles Schwab Corporation (SCHW)	0.0	$546k	+9%	10k	54.90	View chart
Charter Communications Inc Cl A Cl A (CHTR)	0.0	$521k	+2%	1.2k	439.82	View chart
Vanguard Developed Markets Index Fund ETF Van Ftse Dev Mkt (VEA)	0.0	$513k	-71%	12k	43.72	View chart
Occidental Petroleum Corporation (OXY)	0.0	$506k	+6%	7.8k	64.88	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.0	$491k	-93%	5.2k	94.33	View chart
Ford Motor Company (F)	0.0	$488k		39k	12.42	View chart
Citigroup Com New (C)	0.0	$486k	-88%	12k	41.13	View chart
Activision Blizzard (ATVI)	0.0	$484k		5.2k	93.64	View chart
Thermo Fisher Scientific (TMO)	0.0	$483k	-25%	955.00	506.17	View chart
Boston Scientific Corporation (BSX)	0.0	$483k		9.1k	52.80	View chart
Vanguard Financials ETF Financials Etf (VFH)	0.0	$483k	-78%	6.0k	80.32	View chart
State Street Corporation (STT)	0.0	$482k	-9%	7.2k	66.96	View chart
Hca Holdings (HCA)	0.0	$480k	+3%	2.0k	245.99	View chart
Colgate-Palmolive Company (CL)	0.0	$473k		6.7k	71.11	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$473k		2.1k	227.94	View chart
Glacier Ban (GBCI)	0.0	$471k		17k	28.50	View chart
Carrier Global Corporation (CARR)	0.0	$471k		8.5k	55.20	View chart
iShares Dow Jones US Telecommunications Sector Index Us Telecom Etf (IYZ)	0.0	$461k	+40%	22k	21.30	View chart
Allstate Corporation (ALL)	0.0	$460k	+13%	4.1k	111.41	View chart
Southern Company (SO)	0.0	$459k		7.1k	64.72	View chart
Nuveen ESG Small-Cap ETF Nuveen Esg Smlcp (NUSC)	0.0	$453k	-46%	13k	34.82	View chart
Fiserv (FI)	0.0	$451k		4.0k	112.96	View chart
SPDR Oil & Gas Equipment & Svcs Oilgas Equip (XES)	0.0	$445k	NEW	4.6k	95.78	View chart
Intercontinental Exchange (ICE)	0.0	$440k		4.0k	110.02	View chart
At&t (T)	0.0	$440k	-87%	29k	15.02	View chart
Synopsys (SNPS)	0.0	$435k	+24%	947.00	458.97	View chart
Fidelity MSCI Financials Index ETF Msci Finls Idx (FNCL)	0.0	$434k	-27%	9.3k	46.56	View chart
Micron Technology (MU)	0.0	$433k	+4%	6.4k	68.04	View chart
AutoZone (AZO)	0.0	$432k		170.00	2539.99	View chart
Fifth Third Ban (FITB)	0.0	$428k	+24%	17k	25.33	View chart
SPDR Retail S&p Retail Etf (XRT)	0.0	$426k	-48%	7.0k	60.86	View chart
First Trust Utilities Alphadex Utilities Alph (FXU)	0.0	$420k	NEW	15k	28.56	View chart
Prologis (PLD)	0.0	$418k	-25%	3.7k	112.21	View chart
Phillips 66 (PSX)	0.0	$409k	-90%	3.4k	120.15	View chart
SPDR KBW Insurance ETF S&p Ins Etf (KIE)	0.0	$400k	NEW	9.4k	42.54	View chart
Old Dominion Freight Line (ODFL)	0.0	$389k	NEW	951.00	409.14	View chart
Cadence Design Systems (CDNS)	0.0	$388k		1.7k	234.30	View chart
Becton, Dickinson and (BDX)	0.0	$386k	+2%	1.5k	258.53	View chart
BP Sponsored Adr (BP)	0.0	$385k		10k	38.72	View chart
D.R. Horton (DHI)	0.0	$383k		3.6k	107.47	View chart
Freeport McMoran CL B (FCX)	0.0	$382k	+6%	10k	37.29	View chart
SPDR Ser TR S&P Metals & Mining ETF S&p Metals Mng (XME)	0.0	$381k	NEW	7.3k	52.50	View chart
Duke Energy Corp Com New (DUK)	0.0	$374k	+6%	4.2k	88.26	View chart
Alphatec Holdings Com New (ATEC)	0.0	$364k		28k	12.97	View chart
Moody's Corporation (MCO)	0.0	$361k		1.1k	316.19	View chart
Genuine Parts Company (GPC)	0.0	$361k	-6%	2.5k	144.38	View chart
Cummins (CMI)	0.0	$361k	-8%	1.6k	228.39	View chart
Marriott Intl Inc Cl A Cl A (MAR)	0.0	$352k	+4%	1.8k	196.57