CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SGOV, SPTI, TLT, VO, and represent 10.27% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$40M), HEFA (+$18M), VTEB (+$16M), EWN (+$14M), EDEN (+$14M), FLCA (+$14M), FLBR (+$14M), FLGB (+$13M), PDBC (+$13M), PZA (+$13M).
- Started 101 new stock positions in IGV, DXCM, DVN, AGG, TPR, SCI, IYW, KEY, AMT, MGM.
- Reduced shares in these 10 stocks: BSV (-$33M), TFI (-$21M), URTH (-$20M), EWP (-$16M), VWO (-$16M), EWU (-$15M), EWS (-$15M), KSA (-$14M), ENZL (-$14M), MLN (-$14M).
- Sold out of its positions in Activision Blizzard, ASIX, ATEC, BJ, CDW, CPB, COF, TCS, CTVA, DAL.
- CX Institutional was a net seller of stock by $-96M.
- CX Institutional has $1.9B in assets under management (AUM), dropping by 3.00%.
- 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 ExcelPortfolio Holdings for CX Institutional
CX Institutional holds 524 positions in its portfolio as reported in the December 2023 quarterly 13F filing
CX Institutional has 524 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CX Institutional Dec. 31, 2023 positions
- Download the CX Institutional December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $48M | -2% | 100k | 477.63 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.1 | $40M | NEW | 396k | 100.27 |
|
Spdr Ser Tr Portfli Intrmdit (SPTI) | 2.0 | $38M | -4% | 1.3M | 28.56 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $35M | 351k | 98.88 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $32M | -3% | 137k | 232.64 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.7 | $32M | -5% | 628k | 50.30 |
|
Spdr Ser Tr Portfolio Crport (SPBO) | 1.6 | $31M | -3% | 1.0M | 29.41 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 1.6 | $31M | -14% | 175k | 173.89 |
|
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 1.6 | $30M | 626k | 47.03 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $28M | -7% | 133k | 213.33 |
|
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.5 | $28M | +11% | 278k | 99.74 |
|
Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 1.4 | $27M | -3% | 1.2M | 22.07 |
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $26M | 375k | 70.10 |
|
|
Microsoft Corporation (MSFT) | 1.2 | $23M | 62k | 376.04 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $22M | 132k | 165.25 |
|
|
Apple (AAPL) | 1.1 | $21M | -19% | 110k | 192.53 |
|
American Centy Etf Tr Diversified Mu (TAXF) | 1.1 | $20M | -13% | 395k | 50.96 |
|
Ishares Msci Jpn Etf New (EWJ) | 1.1 | $20M | +25% | 313k | 64.14 |
|
Ishares Tr Hdg Msci Eafe (HEFA) | 1.0 | $19M | +2011% | 608k | 31.51 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $19M | -4% | 381k | 49.37 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 1.0 | $18M | +220% | 753k | 24.18 |
|
Vanguard World Mega Grwth Ind (MGK) | 1.0 | $18M | -2% | 69k | 259.51 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.9 | $18M | -3% | 169k | 104.10 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $18M | 58k | 303.17 |
|
|
Ishares Tr National Mun Etf (MUB) | 0.9 | $17M | -22% | 160k | 108.41 |
|
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $16M | NEW | 319k | 51.05 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.8 | $16M | -19% | 547k | 29.05 |
|
Select Sector Spdr Tr Technology (XLK) | 0.8 | $15M | -4% | 80k | 192.48 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $15M | +7% | 168k | 91.39 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $15M | +3% | 487k | 31.01 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $15M | -31% | 210k | 70.35 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.8 | $14M | -3% | 284k | 50.23 |
|
Ishares Msci Netherl Etf (EWN) | 0.8 | $14M | NEW | 320k | 44.63 |
|
Ishares Tr Msci Denmark Etf (EDEN) | 0.8 | $14M | NEW | 127k | 112.15 |
|
Ishares Msci Switzerland (EWL) | 0.8 | $14M | -12% | 291k | 48.27 |
|
Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.7 | $14M | NEW | 420k | 33.24 |
|
Franklin Templeton Etf Tr Ftse Brazil (FLBR) | 0.7 | $14M | NEW | 665k | 20.95 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $14M | -2% | 100k | 139.69 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.7 | $14M | 254k | 53.84 |
|
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $14M | +48% | 87k | 157.80 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.7 | $13M | -2% | 62k | 218.15 |
|
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.7 | $13M | NEW | 531k | 25.14 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.7 | $13M | NEW | 1.0M | 13.30 |
|
Amplify Etf Tr Blockchain Ldr (BLOK) | 0.7 | $13M | -14% | 441k | 29.85 |
|
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.7 | $13M | -2% | 175k | 73.08 |
|
Eli Lilly & Co. (LLY) | 0.6 | $11M | -13% | 19k | 582.91 |
|
Vaneck Etf Trust Long Muni Etf (MLN) | 0.6 | $11M | -56% | 593k | 18.25 |
|
Meta Platforms Cl A (META) | 0.6 | $11M | 30k | 353.96 |
|
|
Ishares Msci Germany Etf (EWG) | 0.6 | $10M | -34% | 352k | 29.69 |
|
UnitedHealth (UNH) | 0.5 | $10M | -2% | 19k | 526.48 |
|
Visa Com Cl A (V) | 0.5 | $10M | 39k | 260.35 |
|
|
Ishares Msci France Etf (EWQ) | 0.5 | $10M | -35% | 258k | 39.18 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $9.6M | -8% | 20k | 475.31 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $9.6M | -3% | 124k | 77.39 |
|
Tesla Motors (TSLA) | 0.5 | $9.5M | +16% | 38k | 248.48 |
|
Amazon (AMZN) | 0.5 | $9.4M | -25% | 62k | 151.94 |
|
Ishares Msci World Etf (URTH) | 0.5 | $9.2M | -68% | 69k | 133.02 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $9.0M | -8% | 120k | 75.10 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $8.8M | 135k | 65.06 |
|
|
Vanguard Index Fds Value Etf (VTV) | 0.5 | $8.8M | NEW | 59k | 149.50 |
|
Procter & Gamble Company (PG) | 0.5 | $8.6M | +2% | 59k | 146.54 |
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $8.5M | +285% | 305k | 27.99 |
|
Mastercard Incorporated Cl A (MA) | 0.5 | $8.4M | 20k | 426.51 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $8.4M | -3% | 67k | 124.97 |
|
Abbvie (ABBV) | 0.4 | $8.3M | 54k | 154.97 |
|
|
Merck & Co (MRK) | 0.4 | $8.2M | +20% | 75k | 109.02 |
|
Union Pacific Corporation (UNP) | 0.4 | $8.0M | 33k | 245.62 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $8.0M | +87% | 29k | 277.15 |
|
International Business Machines (IBM) | 0.4 | $7.9M | 48k | 163.55 |
|
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $7.9M | +86% | 317k | 24.79 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $7.8M | -22% | 57k | 136.38 |
|
Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $7.4M | -3% | 163k | 45.69 |
|
Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $7.3M | NEW | 141k | 51.63 |
|
Exxon Mobil Corporation (XOM) | 0.4 | $7.2M | -2% | 72k | 99.98 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $7.1M | +43% | 192k | 36.96 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $6.8M | -9% | 38k | 178.81 |
|
JPMorgan Chase & Co. (JPM) | 0.4 | $6.7M | 40k | 170.10 |
|
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.3 | $6.5M | -50% | 123k | 52.43 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $6.4M | -30% | 138k | 46.63 |
|
United Parcel Service CL B (UPS) | 0.3 | $6.4M | +8% | 41k | 157.23 |
|
General Electric Com New (GE) | 0.3 | $6.3M | 50k | 127.63 |
|
|
Amgen (AMGN) | 0.3 | $6.2M | -26% | 22k | 288.02 |
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $6.0M | +77% | 386k | 15.57 |
|
Lockheed Martin Corporation (LMT) | 0.3 | $6.0M | -9% | 13k | 453.23 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.0M | -26% | 25k | 237.22 |
|
General Dynamics Corporation (GD) | 0.3 | $5.9M | -3% | 23k | 259.67 |
|
Costco Wholesale Corporation (COST) | 0.3 | $5.9M | -4% | 8.9k | 660.08 |
|
Select Sector Spdr Tr Communication (XLC) | 0.3 | $5.9M | 81k | 72.66 |
|
|
Home Depot (HD) | 0.3 | $5.8M | -12% | 17k | 346.56 |
|
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.3 | $5.8M | +72% | 138k | 42.17 |
|
Lowe's Companies (LOW) | 0.3 | $5.7M | -11% | 26k | 222.55 |
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $5.6M | +2% | 177k | 31.76 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.6M | 16k | 356.66 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.3 | $5.5M | -26% | 147k | 37.60 |
|
Johnson & Johnson (JNJ) | 0.3 | $5.4M | 35k | 156.74 |
|
|
SYNNEX Corporation (SNX) | 0.3 | $5.2M | 49k | 107.61 |
|
|
Performance Food (PFGC) | 0.3 | $5.2M | +31% | 75k | 69.15 |
|
Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $5.2M | -3% | 78k | 66.38 |
|
Sylvamo Corp Common Stock (SLVM) | 0.3 | $5.2M | -5% | 106k | 49.11 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $5.1M | NEW | 144k | 35.41 |
|
California Res Corp Com Stock (CRC) | 0.3 | $4.9M | -6% | 90k | 54.68 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $4.9M | +771% | 45k | 108.25 |
|
Perdoceo Ed Corp (PRDO) | 0.3 | $4.8M | -22% | 274k | 17.56 |
|
Coca-Cola Company (KO) | 0.2 | $4.7M | -12% | 79k | 58.93 |
|
Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $4.6M | -64% | 183k | 25.30 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $4.6M | -11% | 21k | 219.57 |
|
Bristol Myers Squibb (BMY) | 0.2 | $4.5M | +48% | 89k | 51.31 |
|
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.2 | $4.4M | NEW | 38k | 117.45 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $4.4M | +9% | 18k | 241.77 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $4.4M | -12% | 25k | 179.97 |
|
ConocoPhillips (COP) | 0.2 | $4.4M | -2% | 38k | 116.07 |
|
Marsh & McLennan Companies (MMC) | 0.2 | $4.3M | +14% | 23k | 189.47 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $4.3M | -27% | 29k | 145.01 |
|
Comcast Corp Cl A (CMCSA) | 0.2 | $4.2M | 97k | 43.78 |
|
|
Global X Fds Autonmous Ev Etf (DRIV) | 0.2 | $4.2M | -28% | 171k | 24.67 |
|
Wal-Mart Stores (WMT) | 0.2 | $4.2M | 27k | 157.65 |
|
|
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.2 | $4.2M | NEW | 76k | 55.34 |
|
Cisco Systems (CSCO) | 0.2 | $4.2M | 82k | 50.52 |
|
|
Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $4.2M | -5% | 49k | 85.41 |
|
Lennar Corp Cl A (LEN) | 0.2 | $4.1M | +4% | 28k | 149.04 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $4.1M | 120k | 34.46 |
|
|
Anthem (ELV) | 0.2 | $4.1M | -33% | 8.7k | 471.57 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $4.1M | 29k | 140.93 |
|
|
Oneok (OKE) | 0.2 | $4.1M | -3% | 58k | 70.22 |
|
Ishares Tr Us Industrials (IYJ) | 0.2 | $4.1M | NEW | 36k | 114.36 |
|
Kla Corp Com New (KLAC) | 0.2 | $4.0M | -3% | 6.9k | 581.33 |
|
Liberty Media Corp Del Com Lbty Srm S A (LSXMA) | 0.2 | $4.0M | NEW | 140k | 28.74 |
|
TJX Companies (TJX) | 0.2 | $4.0M | 42k | 93.81 |
|
|
ODP Corp. (ODP) | 0.2 | $3.9M | 70k | 56.30 |
|
|
Marathon Petroleum Corp (MPC) | 0.2 | $3.9M | -11% | 26k | 148.36 |
|
NVIDIA Corporation (NVDA) | 0.2 | $3.8M | +5% | 7.7k | 495.22 |
|
Gilead Sciences (GILD) | 0.2 | $3.8M | +19% | 47k | 81.01 |
|
Microchip Technology (MCHP) | 0.2 | $3.7M | +10% | 42k | 90.18 |
|
Paccar (PCAR) | 0.2 | $3.7M | 38k | 97.65 |
|
|
Global X Fds Lithium Btry Etf (LIT) | 0.2 | $3.7M | -20% | 73k | 50.94 |
|
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $3.7M | NEW | 130k | 28.64 |
|
Manpower (MAN) | 0.2 | $3.7M | +2% | 46k | 79.47 |
|
Casey's General Stores (CASY) | 0.2 | $3.6M | -2% | 13k | 274.75 |
|
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.2 | $3.6M | -55% | 33k | 109.56 |
|
Norfolk Southern (NSC) | 0.2 | $3.6M | +42% | 15k | 236.38 |
|
Qualcomm (QCOM) | 0.2 | $3.6M | -15% | 25k | 144.63 |
|
Lear Corp Com New (LEA) | 0.2 | $3.6M | +9% | 26k | 141.21 |
|
World Fuel Services Corporation (WKC) | 0.2 | $3.6M | -27% | 158k | 22.78 |
|
EOG Resources (EOG) | 0.2 | $3.6M | 30k | 120.95 |
|
|
Valero Energy Corporation (VLO) | 0.2 | $3.6M | 28k | 130.00 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.6M | -22% | 12k | 310.87 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $3.6M | +176% | 42k | 85.54 |
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $3.5M | NEW | 59k | 59.62 |
|
Clearwater Paper (CLW) | 0.2 | $3.5M | -4% | 98k | 36.12 |
|
First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $3.5M | -3% | 107k | 32.77 |
|
Waste Management (WM) | 0.2 | $3.4M | 19k | 179.10 |
|
|
SYSCO Corporation (SYY) | 0.2 | $3.4M | +41% | 47k | 73.13 |
|
Kroger (KR) | 0.2 | $3.4M | -14% | 73k | 45.71 |
|
Kellogg Company (K) | 0.2 | $3.4M | +52% | 60k | 55.91 |
|
Altria (MO) | 0.2 | $3.3M | +22% | 83k | 40.34 |
|
Automatic Data Processing (ADP) | 0.2 | $3.3M | -20% | 14k | 232.96 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.3M | -45% | 42k | 78.03 |
|
Nxp Semiconductors N V (NXPI) | 0.2 | $3.3M | +9% | 14k | 229.67 |
|
Verizon Communications (VZ) | 0.2 | $3.3M | -3% | 86k | 37.70 |
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $3.2M | 36k | 91.05 |
|
|
Nortonlifelock (GEN) | 0.2 | $3.2M | -13% | 141k | 22.82 |
|
3M Company (MMM) | 0.2 | $3.2M | -17% | 29k | 109.32 |
|
Pfizer (PFE) | 0.2 | $3.2M | +5% | 110k | 28.79 |
|
CF Industries Holdings (CF) | 0.2 | $3.1M | 40k | 79.50 |
|
|
CSX Corporation (CSX) | 0.2 | $3.1M | -24% | 91k | 34.67 |
|
Skyworks Solutions (SWKS) | 0.2 | $3.1M | +19% | 28k | 112.42 |
|
Illinois Tool Works (ITW) | 0.2 | $3.1M | -18% | 12k | 261.94 |
|
Starbucks Corporation (SBUX) | 0.2 | $3.1M | -17% | 32k | 96.01 |
|
Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $3.1M | +356% | 69k | 44.63 |
|
Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $3.1M | -46% | 73k | 41.84 |
|
Philip Morris International (PM) | 0.2 | $3.0M | -15% | 32k | 94.08 |
|
Deere & Company (DE) | 0.2 | $3.0M | 7.5k | 399.86 |
|
|
Aon Shs Cl A (AON) | 0.2 | $3.0M | -2% | 10k | 291.02 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $3.0M | 117k | 25.52 |
|
|
Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $3.0M | -31% | 63k | 47.05 |
|
Cme (CME) | 0.2 | $2.9M | -5% | 14k | 210.60 |
|
Analog Devices (ADI) | 0.2 | $2.8M | -18% | 14k | 198.57 |
|
Flexshares Tr Stoxx Globr Inf (NFRA) | 0.1 | $2.6M | -29% | 49k | 53.50 |
|
Lam Research Corporation (LRCX) | 0.1 | $2.6M | -6% | 3.3k | 783.31 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.6M | NEW | 26k | 99.25 |
|
Arrow Electronics (ARW) | 0.1 | $2.5M | -15% | 21k | 122.25 |
|
Spdr Index Shs Fds S&p Gblinf Etf (GII) | 0.1 | $2.5M | NEW | 47k | 53.49 |
|
Humana (HUM) | 0.1 | $2.4M | -13% | 5.2k | 457.84 |
|
Pepsi (PEP) | 0.1 | $2.3M | -9% | 14k | 169.84 |
|
Huntington Ingalls Inds (HII) | 0.1 | $2.3M | -2% | 8.8k | 259.63 |
|
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $2.3M | 63k | 35.91 |
|
|
Chevron Corporation (CVX) | 0.1 | $2.2M | 15k | 149.16 |
|
|
McDonald's Corporation (MCD) | 0.1 | $2.2M | -7% | 7.4k | 296.51 |
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.2M | NEW | 22k | 102.88 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $2.2M | -4% | 30k | 72.43 |
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $2.2M | +216% | 39k | 55.67 |
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $2.1M | NEW | 15k | 143.64 |
|
Nucor Corporation (NUE) | 0.1 | $2.0M | -19% | 11k | 174.04 |
|
Archer Daniels Midland Company (ADM) | 0.1 | $1.9M | -33% | 27k | 72.22 |
|
Booking Holdings (BKNG) | 0.1 | $1.9M | -10% | 543.00 | 3543.95 |
|
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $1.8M | NEW | 23k | 78.94 |
|
Vanguard World Fds Industrial Etf (VIS) | 0.1 | $1.8M | -2% | 8.1k | 220.44 |
|
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $1.8M | NEW | 9.3k | 190.97 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.7M | -54% | 8.6k | 200.71 |
|
Kraneshares Tr Elec Veh Futur (KARS) | 0.1 | $1.7M | NEW | 64k | 25.70 |
|
McKesson Corporation (MCK) | 0.1 | $1.6M | -2% | 3.5k | 462.98 |
|
Ufp Industries (UFPI) | 0.1 | $1.6M | -4% | 13k | 125.55 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | -3% | 21k | 75.35 |
|
Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.6M | NEW | 25k | 61.23 |
|
Mr Cooper Group (COOP) | 0.1 | $1.5M | -4% | 24k | 65.12 |
|
Packaging Corporation of America (PKG) | 0.1 | $1.5M | -6% | 9.2k | 162.91 |
|
Vanguard World Fds Energy Etf (VDE) | 0.1 | $1.5M | 13k | 117.28 |
|
|
Goldman Sachs (GS) | 0.1 | $1.5M | -8% | 3.9k | 385.74 |
|
Oracle Corporation (ORCL) | 0.1 | $1.5M | 14k | 105.43 |
|
|
salesforce (CRM) | 0.1 | $1.5M | +3% | 5.6k | 263.14 |
|
Zoetis Cl A (ZTS) | 0.1 | $1.5M | -4% | 7.5k | 197.37 |
|
Hewlett Packard Enterprise (HPE) | 0.1 | $1.5M | 87k | 16.98 |
|
|
Electronic Arts (EA) | 0.1 | $1.5M | 11k | 136.80 |
|
|
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $1.4M | -78% | 36k | 40.68 |
|
Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 2.4k | 596.60 |
|
|
Applied Industrial Technologies (AIT) | 0.1 | $1.4M | -2% | 8.4k | 172.68 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.4M | +321% | 17k | 82.96 |
|
Broadcom (AVGO) | 0.1 | $1.4M | 1.3k | 1116.25 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.4M | +348% | 26k | 56.14 |
|
Emerson Electric (EMR) | 0.1 | $1.4M | 14k | 97.33 |
|
|
Amplify Etf Tr Amplify Lithium (BATT) | 0.1 | $1.4M | NEW | 133k | 10.54 |
|
Honeywell International (HON) | 0.1 | $1.4M | -20% | 6.7k | 209.72 |
|
Darden Restaurants (DRI) | 0.1 | $1.4M | 8.3k | 164.31 |
|
|
Brown & Brown (BRO) | 0.1 | $1.4M | 19k | 71.11 |
|
|
Sherwin-Williams Company (SHW) | 0.1 | $1.4M | 4.4k | 311.91 |
|
|
Cheniere Energy Com New (LNG) | 0.1 | $1.3M | -2% | 7.8k | 170.72 |
|
Danaher Corporation (DHR) | 0.1 | $1.3M | +58% | 5.7k | 231.34 |
|
Netflix (NFLX) | 0.1 | $1.3M | +3% | 2.7k | 486.88 |
|
Reliance Steel & Aluminum (RS) | 0.1 | $1.3M | 4.6k | 279.71 |
|
|
Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $1.3M | NEW | 21k | 61.57 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 2.5k | 507.38 |
|
|
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $1.2M | +148% | 23k | 53.55 |
|
Boeing Company (BA) | 0.1 | $1.2M | -25% | 4.7k | 260.66 |
|
Intuit (INTU) | 0.1 | $1.2M | -2% | 1.9k | 625.07 |
|
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.2M | 17k | 69.47 |
|
|
Abbott Laboratories (ABT) | 0.1 | $1.2M | -51% | 11k | 110.07 |
|
AmerisourceBergen (COR) | 0.1 | $1.2M | -27% | 5.6k | 205.38 |
|
Equifax (EFX) | 0.1 | $1.2M | +10% | 4.7k | 247.29 |
|
Roper Industries (ROP) | 0.1 | $1.1M | -3% | 2.1k | 545.23 |
|
Copart (CPRT) | 0.1 | $1.1M | -11% | 23k | 49.00 |
|
AGCO Corporation (AGCO) | 0.1 | $1.1M | -5% | 9.3k | 121.41 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.1M | -49% | 18k | 63.33 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | -2% | 3.2k | 350.91 |
|
Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | -2% | 2.4k | 460.68 |
|
Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $1.1M | 38k | 29.42 |
|
|
Steel Dynamics (STLD) | 0.1 | $1.1M | +5% | 9.3k | 118.10 |
|
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $1.1M | -69% | 27k | 40.06 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.1M | 12k | 89.29 |
|
|
Akamai Technologies (AKAM) | 0.1 | $1.1M | -5% | 9.0k | 118.35 |
|
Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $1.1M | -5% | 9.1k | 117.72 |
|
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- 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
- CX Institutional 2020 Q1 filed April 29, 2020