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