Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

CX Institutional

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

Top 5 stock holdings are IVV, URTH, SPTI, SCHV, TLT, and represent 10.81% of CX Institutional's stock portfolio.
Added to shares of these 10 stocks: URTH (+$40M), SCHV (+$13M), IWF (+$12M), MGK (+$12M), VUG (+$9.8M), AVGO (+$9.6M), SPGM (+$9.6M), IUSG (+$9.1M), HPQ (+$7.6M), FI (+$7.1M).
Started 49 new stock positions in IR, MOS, WH, ATO, ITB, DLR, IYH, XRT, BERY, IPAR.
Reduced shares in these 10 stocks: HEFA (-$19M), EWN (-$16M), EDEN (-$15M), GDX (-$15M), SPTS (-$14M), PDBC (-$13M), JPST (-$13M), GBIL (-$12M), SGOV (-$10M), IBM (-$7.9M).
Sold out of its positions in APD, BATT, BIIB, CMA, FSTA, FIDU, FXH, INCY, PDBC, TAN.
CX Institutional was a net buyer of stock by $109M.
CX Institutional has $2.1B in assets under management (AUM), dropping by 10.93%.
Central Index Key (CIK): 0001737089

Tip: Access up to 7 years of quarterly data

Positions held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for CX Institutional

CX Institutional holds 543 positions in its portfolio as reported in the March 2024 quarterly 13F filing

CX Institutional has 543 total positions. Only the first 250 positions are shown.

Sign up to view all of the CX Institutional March 31, 2024 positions
Download the CX Institutional March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 Core S&p500 Etf (IVV)	2.5	$52M		100k	525.73	View chart
iShares MSCI World Index Msci World Etf (URTH)	2.4	$50M	+396%	344k	144.91	View chart
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)	2.1	$43M	+13%	1.5M	28.15	View chart
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)	2.0	$41M	+43%	539k	75.98	View chart
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)	1.8	$38M	+14%	403k	94.51	View chart
Janus Henderson AAA Hendrson Aaa Cl (JAAA)	1.8	$37M	+15%	727k	50.64	View chart
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)	1.7	$35M	+13%	1.2M	29.07	View chart
Vanguard Mid-Cap Mid Cap Etf (VO)	1.7	$34M		137k	249.86	View chart
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)	1.5	$32M	+60%	111k	286.61	View chart
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)	1.5	$32M	+62%	94k	337.05	View chart
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)	1.5	$31M	-5%	166k	186.81	View chart
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)	1.5	$31M	+5%	663k	46.51	View chart
Vanguard Small-Cap Small Cp Etf (VB)	1.5	$31M		135k	228.59	View chart
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)	1.4	$30M	+13%	1.4M	21.70	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	1.4	$30M	-25%	295k	100.63	View chart
iShares Core S&P US Growth ETF Core S&p Us Gwt (IUSG)	1.4	$29M	+45%	247k	117.21	View chart
Microsoft Corporation (MSFT)	1.3	$27M	+3%	64k	420.72	View chart
Amern Century Divers Muncpl Bd Diversified Mu (TAXF)	1.2	$26M	+28%	506k	50.54	View chart
Apple (AAPL)	1.2	$26M	+35%	149k	171.48	View chart
iShares MSCI Japan Index Msci Jpn Etf New (EWJ)	1.1	$23M	+3%	325k	71.35	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	1.1	$23M		129k	179.11	View chart
Vanguard Total International Bond Index ETF Total Int Bd Etf (BNDX)	1.0	$22M	+15%	441k	49.16	View chart
Invesco National AMT-Free Municipal Bond Natl Amt Muni (PZA)	1.0	$21M	+16%	877k	23.83	View chart
iShares National Muni Bond National Mun Etf (MUB)	0.9	$20M	+13%	181k	107.58	View chart
Vanguard Muni Bond Tax Exempt Tax Exempt Bd (VTEB)	0.9	$19M	+16%	373k	50.59	View chart
Amazon (AMZN)	0.8	$17M	+52%	95k	180.38	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.8	$17M	+8%	229k	74.22	View chart
Amplify Transformational Data Sharing ETF Blockchain Ldr (BLOK)	0.8	$17M	+4%	462k	36.44	View chart
Franklin FTSE Canada ETF Ftse Canada (FLCA)	0.8	$17M	+14%	479k	34.69	View chart
Franklin FTSE United Kingdom ETF Ftse Untd Kgdm (FLGB)	0.8	$17M	+19%	636k	26.13	View chart
Goldman Sachs TreasuryAccess 0-1 Year Acces Treasury (GBIL)	0.8	$17M	-41%	164k	100.82	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.8	$16M	+7%	107k	150.93	View chart
Eli Lilly & Co. (LLY)	0.8	$16M	+7%	21k	777.97	View chart
Franklin FTSE Brazil ETF Ftse Brazil (FLBR)	0.7	$15M	+16%	778k	19.59	View chart
iShares MSCI Germany Index Msci Germany Etf (EWG)	0.7	$15M	+35%	476k	31.75	View chart
iShares MSCI France Index Msci France Etf (EWQ)	0.7	$15M	+40%	362k	41.41	View chart
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)	0.7	$15M		87k	169.37	View chart
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)	0.7	$15M	+43%	172k	84.44	View chart
Vanguard Large-Cap Index Fund ETF Large Cap Etf (VV)	0.7	$14M	-3%	59k	239.76	View chart
SPDR Portfolio MSCI Global Stock Market ETF Portfli Msci Gbl (SPGM)	0.7	$14M	+213%	236k	59.68	View chart
iShares MSCI Switzerland Index Msci Switzerland (EWL)	0.7	$14M		295k	47.60	View chart
Vanguard Growth ETF Growth Etf (VUG)	0.7	$14M	+246%	40k	344.20	View chart
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)	0.7	$14M	-5%	240k	56.39	View chart
SPDR S&P 500 Growth ETF Prtflo S&p500 Gw (SPYG)	0.7	$14M	+36%	185k	73.15	View chart
SPDR MSCI EAFE Quality Mix Msci Eafe Strtgc (QEFA)	0.6	$13M		175k	76.09	View chart
NVIDIA Corporation (NVDA)	0.6	$13M	+87%	15k	903.57	View chart
Visa Com Cl A (V)	0.6	$12M	+9%	43k	279.08	View chart
VanEck AMT-Free Long Municipal Index ETF Long Muni Etf (MLN)	0.6	$12M	+8%	642k	17.98	View chart
Broadcom (AVGO)	0.5	$11M	+562%	8.5k	1325.41	View chart
Meta Platforms Cl A (META)	0.5	$11M	-22%	23k	485.58	View chart
Merck & Co (MRK)	0.5	$11M	+12%	85k	131.95	View chart
iShares iBoxx $ High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)	0.5	$11M	+13%	140k	77.59	View chart
Abbvie (ABBV)	0.5	$11M	+9%	59k	182.10	View chart
SPDR S&P 500 Trust Tr Unit (SPY)	0.5	$11M		20k	523.07	View chart
Vanguard Value ETF Value Etf (VTV)	0.5	$10M	+8%	64k	162.86	View chart
SPDR Technology Select Sector Technology (XLK)	0.5	$10M	-37%	50k	208.27	View chart
UnitedHealth (UNH)	0.5	$10M	+8%	21k	494.70	View chart
Amgen (AMGN)	0.5	$9.9M	+61%	35k	284.32	View chart
Lowe's Companies (LOW)	0.4	$9.3M	+42%	36k	254.73	View chart
SPDR Bloomberg 1-3 Month T-Bill Bloomberg 1-3 Mo (BIL)	0.4	$9.0M	-41%	98k	91.71	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.4	$8.8M	+403%	145k	60.74	View chart
SPDR S&P Dividend S&p Divid Etf (SDY)	0.4	$8.7M		66k	131.24	View chart
VanEck High Yield Muni High Yld Munietf (HYD)	0.4	$8.6M	+16%	164k	52.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$8.2M		71k	116.24	View chart
United Parcel Service CL B (UPS)	0.4	$7.9M	+30%	53k	148.63	View chart
Hp (HPQ)	0.4	$7.8M	+3742%	257k	30.22	View chart
Fiserv (FI)	0.4	$7.7M	+1143%	49k	159.82	View chart
Tesla Motors (TSLA)	0.4	$7.5M	+11%	43k	175.79	View chart
Schwab International Equity Intl Eqty Etf (SCHF)	0.4	$7.5M		192k	39.02	View chart
WisdomTree LargeCap Dividend Us Largecap Divd (DLN)	0.4	$7.4M	+30%	103k	72.19	View chart
SPDR S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)	0.4	$7.3M	+5%	146k	50.10	View chart
WisdomTree U.S. MidCap Dividend Fund ETF Us Midcap Divid (DON)	0.4	$7.3M	-8%	149k	48.77	View chart
Anthem (ELV)	0.3	$7.2M	+58%	14k	518.53	View chart
Procter & Gamble Company (PG)	0.3	$7.2M	-24%	44k	162.25	View chart
Mastercard Cl A (MA)	0.3	$7.1M	-25%	15k	481.57	View chart
Deere & Company (DE)	0.3	$6.9M	+124%	17k	410.74	View chart
iShares International Select Dividend Intl Sel Div Etf (IDV)	0.3	$6.8M	-20%	244k	28.04	View chart
Lockheed Martin Corporation (LMT)	0.3	$6.8M	+13%	15k	454.87	View chart
Global X Autonomous & Electric Vehicles Autonmous Ev Etf (DRIV)	0.3	$6.7M	+60%	273k	24.70	View chart
Berkshire Hathaway Inc Class B Cl B New (BRK.B)	0.3	$6.7M		16k	420.52	View chart
Global X Lithium ETF Lithium Btry Etf (LIT)	0.3	$6.4M	+92%	141k	45.29	View chart
Johnson & Johnson (JNJ)	0.3	$6.3M	+15%	40k	158.19	View chart
Costco Wholesale Corporation (COST)	0.3	$6.3M	-4%	8.5k	732.63	View chart
ConocoPhillips (COP)	0.3	$6.2M	+28%	49k	127.28	View chart
Vanguard Total Stock Market Total Stk Mkt (VTI)	0.3	$6.2M	-5%	24k	259.90	View chart
First Trust Large Cap Gr AlphaDEX Fund Com Shs (FTC)	0.3	$6.0M	+46%	49k	123.28	View chart
iShares Global Clean Energy ETF Gl Clean Ene Etf (ICLN)	0.3	$6.0M	+10%	426k	13.98	View chart
General Dynamics Corporation (GD)	0.3	$5.9M	-8%	21k	282.49	View chart
Kroger (KR)	0.3	$5.8M	+38%	102k	57.13	View chart
SPDR S&P International Small Cap S&p Intl Smlcp (GWX)	0.3	$5.8M		177k	32.48	View chart
Coca-Cola Company (KO)	0.3	$5.7M	+17%	93k	61.18	View chart
SPDR S&P Regional Banking S&p Regl Bkg (KRE)	0.3	$5.6M	-9%	111k	50.28	View chart
Cigna Corp (CI)	0.3	$5.5M	+446%	15k	363.20	View chart
First Trust Equal Weighted Index SHS (QQEW)	0.3	$5.3M	+12%	43k	123.90	View chart
Marathon Petroleum Corp (MPC)	0.3	$5.2M		26k	201.50	View chart
Comcast Corp A Cl A (CMCSA)	0.2	$5.1M	+22%	119k	43.35	View chart
Select Medical Holdings Corporation (SEM)	0.2	$5.1M	NEW	169k	30.15	View chart
Wal-Mart Stores (WMT)	0.2	$5.0M	+213%	83k	60.17	View chart
McDonald's Corporation (MCD)	0.2	$5.0M	+138%	18k	281.94	View chart
Vanguard Mid-Cap Growth ETF Mcap Gr Idxvip (VOT)	0.2	$4.9M		21k	235.80	View chart
Marsh & McLennan Companies (MMC)	0.2	$4.9M	+4%	24k	205.98	View chart
Oracle Corporation (ORCL)	0.2	$4.9M	+176%	39k	125.61	View chart
SPDR Health Care Select Sector Sbi Healthcare (XLV)	0.2	$4.9M	-42%	33k	147.73	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.2	$4.8M	-3%	44k	110.52	View chart
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)	0.2	$4.8M		18k	260.71	View chart
Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR)	0.2	$4.7M		25k	191.88	View chart
Global X US Infrastructure Dev Us Infr Dev Etf (PAVE)	0.2	$4.7M		118k	39.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.7M	-40%	24k	200.30	View chart
SPDR Nuveen S&P High Yield Muni Bd ETF Nuveen Bloomberg (HYMB)	0.2	$4.7M		183k	25.69	View chart
Automatic Data Processing (ADP)	0.2	$4.7M	+31%	19k	249.74	View chart
Oneok (OKE)	0.2	$4.7M		58k	80.17	View chart
KLA Corp Com New (KLAC)	0.2	$4.6M	-4%	6.6k	698.53	View chart
SYNNEX Corporation (SNX)	0.2	$4.6M	-16%	41k	113.10	View chart
Vanguard Mid-Cap Value ETF Mcap Vl Idxvip (VOE)	0.2	$4.6M		29k	155.91	View chart
Best Buy (BBY)	0.2	$4.5M	+3745%	56k	82.03	View chart
Target Corporation (TGT)	0.2	$4.5M	+601%	25k	177.21	View chart
Lennar Corp Class A Cl A (LEN)	0.2	$4.5M	-6%	26k	171.98	View chart
Alphabet Inc Class C Cap Stk Cl C (GOOG)	0.2	$4.5M		29k	152.26	View chart
Schwab Emerging Markets Equity ETF Emrg Mkteq Etf (SCHE)	0.2	$4.4M	-44%	174k	25.25	View chart
Casey's General Stores (CASY)	0.2	$4.4M	+4%	14k	318.44	View chart
Cisco Systems (CSCO)	0.2	$4.4M	+6%	88k	49.91	View chart
Verizon Communications (VZ)	0.2	$4.3M	+19%	103k	41.96	View chart
DFA Intl Core ETF Intl Core Eqt Mk (DFAI)	0.2	$4.3M	+9%	142k	30.22	View chart
TJX Companies (TJX)	0.2	$4.3M		42k	101.42	View chart
AGCO Corporation (AGCO)	0.2	$4.3M	+271%	35k	123.02	View chart
First Trust NASDAQ Clean Edge US Liquid Nas Clnedg Green (QCLN)	0.2	$4.1M	-13%	119k	34.68	View chart
Waste Management (WM)	0.2	$4.1M		19k	213.16	View chart
Metropcs Communications (TMUS)	0.2	$4.1M	+395%	25k	163.22	View chart
Omni (OMC)	0.2	$4.0M	+1117%	41k	96.76	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$4.0M	+88%	57k	70.00	View chart
Altria (MO)	0.2	$4.0M	+10%	91k	43.62	View chart
EOG Resources (EOG)	0.2	$3.9M	+3%	31k	127.84	View chart
Devon Energy Corporation (DVN)	0.2	$3.9M	+1283%	78k	50.18	View chart
Nortonlifelock (GEN)	0.2	$3.9M	+22%	173k	22.40	View chart
SYSCO Corporation (SYY)	0.2	$3.9M		48k	81.18	View chart
Dimensional US Small Cap ETF Us Small Cap Etf (DFAS)	0.2	$3.8M	+3%	61k	62.34	View chart
Chevron Corporation (CVX)	0.2	$3.8M	+60%	24k	157.74	View chart
Lyondellbasell Industries N V Shs - A - (LYB)	0.2	$3.7M	+1611%	36k	102.28	View chart
Union Pacific Corporation (UNP)	0.2	$3.7M	-54%	15k	245.93	View chart
Clearwater Paper (CLW)	0.2	$3.6M	-14%	83k	43.73	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$3.6M	+10%	129k	27.88	View chart
Home Depot (HD)	0.2	$3.6M	-44%	9.4k	383.60	View chart
Aramark Hldgs (ARMK)	0.2	$3.6M	+1509%	111k	32.52	View chart
Cummins (CMI)	0.2	$3.5M	+601%	12k	294.65	View chart
iShares Edge MSCI Min Vol USA ETF Msci Usa Min Vol (USMV)	0.2	$3.5M		42k	83.58	View chart
Gilead Sciences (GILD)	0.2	$3.5M	+2%	48k	73.25	View chart
Aon Shs Cl A (AON)	0.2	$3.5M		10k	333.72	View chart
World Fuel Services Corporation (WKC)	0.2	$3.5M	-16%	131k	26.45	View chart
CF Industries Holdings (CF)	0.2	$3.5M	+5%	42k	83.21	View chart
Kelly Services Cl A (KELYA)	0.2	$3.5M	NEW	138k	25.04	View chart
Bristol Myers Squibb (BMY)	0.2	$3.4M	-28%	63k	54.23	View chart
CVR Energy (CVI)	0.2	$3.4M	NEW	95k	35.66	View chart
First Trust SMID Cp Rising Div Achv ETF Smid Risng Etf (SDVY)	0.2	$3.4M	-9%	97k	34.82	View chart
SPDR Emerging Markets ETF Portfolio Emg Mk (SPEM)	0.2	$3.4M	-35%	93k	36.19	View chart
Tapestry (TPR)	0.2	$3.4M	+984%	71k	47.48	View chart
CSX Corporation (CSX)	0.2	$3.3M		90k	37.07	View chart
Arrow Electronics (ARW)	0.2	$3.3M	+21%	25k	129.46	View chart
Murphy Usa (MUSA)	0.2	$3.3M	NEW	7.8k	419.21	View chart
Genuine Parts Company (GPC)	0.2	$3.2M	+724%	21k	154.93	View chart
SPDR Financial Select Sector Financial (XLF)	0.2	$3.2M	-47%	77k	42.12	View chart
Intercontinental Exchange (ICE)	0.2	$3.2M	+526%	24k	137.43	View chart
Lea Com New (LEA)	0.2	$3.2M	-13%	22k	144.88	View chart
iShares Global Infrastructure ETF Glb Infrastr Etf (IGF)	0.2	$3.1M	+4%	66k	47.62	View chart
Cme (CME)	0.2	$3.1M	+3%	15k	215.29	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.1M	+1979%	35k	88.44	View chart
CoStar (CSGP)	0.1	$3.1M	+1253%	32k	96.60	View chart
Lam Research Corporation (LRCX)	0.1	$3.1M	-4%	3.2k	971.64	View chart
Lsxma Com Lbty Srm S A (LSXMA)	0.1	$3.1M	-26%	103k	29.70	View chart
Andersons (ANDE)	0.1	$3.0M	NEW	53k	57.37	View chart
Manpower (MAN)	0.1	$3.0M	-16%	39k	77.64	View chart
Fresh Del Monte Produce Ord (FDP)	0.1	$2.9M	NEW	113k	25.91	View chart
ODP Corp. (ODP)	0.1	$2.9M	-22%	54k	53.05	View chart
FlexShares STOXX Global Broad Infrastructure Stoxx Globr Inf (NFRA)	0.1	$2.9M	+6%	52k	54.59	View chart
Group 1 Automotive (GPI)	0.1	$2.8M	+137728%	9.6k	292.24	View chart
Nuveen ESG Large-Cap Value ETF Nuveen Esg Lrgvl (NULV)	0.1	$2.8M	+13%	71k	38.86	View chart
SPDR S&P Global Infrastructure S&p Gblinf Etf (GII)	0.1	$2.8M	+8%	51k	54.15	View chart
iShares Dow Jones US Regional Banks Us Regnl Bks Etf (IAT)	0.1	$2.7M	-13%	63k	43.38	View chart
Berry Plastics (BERY)	0.1	$2.7M	NEW	44k	60.48	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.7M	+746%	5.5k	478.69	View chart
Spartannash (SPTN)	0.1	$2.6M	NEW	129k	20.21	View chart
Pepsi (PEP)	0.1	$2.6M	+5%	15k	175.01	View chart
EQT Corporation (EQT)	0.1	$2.5M	+3998%	67k	37.07	View chart
Verisign (VRSN)	0.1	$2.5M	+3309%	13k	189.51	View chart
AES Corporation (AES)	0.1	$2.4M	+3627%	135k	17.93	View chart
iShares U.S. Financials ETF U.s. Finls Etf (IYF)	0.1	$2.4M	-48%	25k	95.65	View chart
Vanguard High Dividend Yield High Div Yld (VYM)	0.1	$2.3M	+519%	19k	120.99	View chart
Fidelity MSCI Information Technology Index Msci Info Tech I (FTEC)	0.1	$2.3M		15k	155.84	View chart
Charter Communications Inc Cl A Cl A (CHTR)	0.1	$2.2M	+562%	7.7k	290.63	View chart
Nucor Corporation (NUE)	0.1	$2.2M		11k	197.90	View chart
Humana (HUM)	0.1	$2.1M	+16%	6.1k	346.70	View chart
McKesson Corporation (MCK)	0.1	$2.0M	+8%	3.8k	536.85	View chart
AmerisourceBergen (COR)	0.1	$2.0M	+47%	8.3k	243.00	View chart
SPDR Consumer Discretionary Select Sector ETF Sbi Cons Discr (XLY)	0.1	$2.0M	-71%	11k	183.88	View chart
SPDR Barclays Short Term Treasury ETF Portfolio Sh Tsr (SPTS)	0.1	$2.0M	-87%	69k	28.90	View chart
SPDR Consumer Staples Select Sector Sbi Cons Stpls (XLP)	0.1	$2.0M	+84%	26k	76.36	View chart
Booking Holdings (BKNG)	0.1	$2.0M		541.00	3624.53	View chart
Vanguard Total World Tt Wrld St Etf (VT)	0.1	$1.9M	-17%	18k	110.50	View chart
iShares Core US Aggregate Bond ETF Core Us Aggbd Et (AGG)	0.1	$1.9M	-25%	20k	97.66	View chart
Fidelity MSCI Consumer Discretionary Index Msci Consm Dis (FDIS)	0.1	$1.9M	+2%	23k	82.48	View chart
Goldman Sachs (GS)	0.1	$1.8M	+12%	4.4k	417.64	View chart
iShares Russell 2000 ETF Russell 2000 Etf (IWM)	0.1	$1.8M		8.6k	210.30	View chart
Steel Dynamics (STLD)	0.1	$1.8M	+30%	12k	148.23	View chart
Johnson Controls International SHS (JCI)	0.1	$1.8M	+572%	27k	65.32	View chart
SPDR Utilities Select Sector Sbi Int-utils (XLU)	0.1	$1.8M	+50%	27k	65.65	View chart
Brown & Brown (BRO)	0.1	$1.7M		20k	87.54	View chart
Invesco WilderHill Clean Energy Wilderhil Clan (PBW)	0.1	$1.7M	NEW	74k	23.05	View chart
salesforce (CRM)	0.1	$1.7M		5.6k	301.18	View chart
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)	0.1	$1.7M		21k	79.86	View chart
iShares U.S. Industrials ETF Us Industrials (IYJ)	0.1	$1.7M	-62%	13k	125.71	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	+36%	9.2k	180.49	View chart
Emerson Electric (EMR)	0.1	$1.6M		14k	113.42	View chart
Hewlett Packard Enterprise (HPE)	0.1	$1.6M	+5%	91k	17.73	View chart
SLVM Common Stock (SLVM)	0.1	$1.6M	-75%	26k	61.74	View chart
Netflix (NFLX)	0.1	$1.6M	-3%	2.6k	607.33	View chart
Mr Cooper Group (COOP)	0.1	$1.6M	-15%	20k	77.95	View chart
Vanguard Energy Energy Etf (VDE)	0.1	$1.6M	-7%	12k	131.70	View chart
Vanguard FTSE All-World ex-US Index ETF Allwrld Ex Us (VEU)	0.1	$1.6M	+4%	27k	58.65	View chart
iShares Russell 2500 ETF Rusel 2500 Etf (SMMD)	0.1	$1.5M	+11%	23k	65.61	View chart
SPDR Real Estate Select Sector ETF Rl Est Sel Sec (XLRE)	0.1	$1.5M	+38%	38k	39.53	View chart
Sherwin-Williams Company (SHW)	0.1	$1.5M		4.3k	347.34	View chart
Hershey Company (HSY)	0.1	$1.5M	+626%	7.6k	194.49	View chart
Rb Global (RBA)	0.1	$1.5M	NEW	19k	76.17	View chart
iShares Residential and Multisector Real Estate Residential Mult (REZ)	0.1	$1.5M	+71%	20k	72.07	View chart
Reliance Steel & Aluminum (RS)	0.1	$1.5M	-5%	4.4k	334.15	View chart
Darden Restaurants (DRI)	0.1	$1.4M	+3%	8.7k	167.15	View chart
Applied Industrial Technologies (AIT)	0.1	$1.4M	-12%	7.3k	197.54	View chart
Abbott Laboratories (ABT)	0.1	$1.4M	+18%	13k	113.66	View chart
Valero Energy Corporation (VLO)	0.1	$1.4M	-69%	8.3k	170.68	View chart
Nuveen ESG Large-Cap Growth ETF Nuveen Esg Lrgcp (NULG)	0.1	$1.4M	+9%	19k	76.28	View chart
Fidelity MSCI Financials Index ETF Msci Finls Idx (FNCL)	0.1	$1.4M		23k	59.40	View chart
Pfizer (PFE)	0.1	$1.4M	-54%	50k	27.75	View chart
SPDR S&P Mid Cap 400 Trust Utser1 S&pdcrp (MDY)	0.1	$1.4M		2.5k	556.40	View chart
Paccar (PCAR)	0.1	$1.4M	-70%	11k	123.89	View chart
Atmos Energy Corporation (ATO)	0.1	$1.4M	NEW	12k	118.87	View chart
iShares KLD 400 Social Index Msci Kld400 Soc (DSI)	0.1	$1.4M	-61%	14k	100.81	View chart
Honeywell International (HON)	0.1	$1.4M		6.6k	205.26	View chart
Ufp Industries (UFPI)	0.1	$1.3M	-15%	11k	123.01	View chart
Copart (CPRT)	0.1	$1.3M		23k	57.92	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$1.3M	+314%	25k	53.10	View chart
Patterson-UTI Energy (PTEN)	0.1	$1.3M	NEW	111k	11.94	View chart
California Resources Com Stock (CRC)	0.1	$1.3M	-73%	24k	55.10	View chart
SPDR Materials Select Sector Sbi Materials (XLB)	0.1	$1.3M	-66%	14k	92.89	View chart
Performance Food (PFGC)	0.1	$1.3M	-77%	17k	74.64	View chart
Perdoceo Ed Corp (PRDO)	0.1	$1.3M	-73%	73k	17.56	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.3M	-5%	2.3k	555.73	View chart
Equifax (EFX)	0.1	$1.3M		4.7k	267.52	View chart
International Business Machines (IBM)	0.1	$1.2M	-86%	6.5k	190.96	View chart
GE Aerospace Com New (GE)	0.1	$1.2M	-85%	7.1k	175.53	View chart
Invesco QQQ Trust Series 1 Unit Ser 1 (QQQ)	0.1	$1.2M	+605%	2.8k	444.01	View chart
WisdomTree Emerging Markets High Dividend Emer Mkt High Fd (DEM)	0.1	$1.2M	-17%	29k	41.84	View chart

Past Filings by CX Institutional

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

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
CX Institutional 2020 Q3 filed Oct. 13, 2020
CX Institutional 2020 Q2 filed Aug. 6, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z