CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPTI, VO, SCHV, JAAA, and represent 10.42% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$18M), IAU (+$18M), SPBO (+$17M), SPTS (+$17M), QAI (+$16M), VDE (+$15M), EWN (+$13M), EWL (+$13M), JPST (+$13M), XLK (+$12M).
- Started 110 new stock positions in SCHA, MCHI, VTV, SAP, STLD, PB, QCOM, SCI, IWR, MCHP.
- Reduced shares in these 10 stocks: IEFA (-$25M), IUSG (-$20M), URTH (-$20M), IGHG (-$18M), MGK (-$16M), IWF (-$15M), QEFA (-$15M), LGLV (-$13M), DVY (-$11M), HEFA (-$10M).
- Sold out of its positions in AFL, AA, AIG, COLD, ATKR, BCPC, BAX, BDX, WRB, BOOT.
- CX Institutional was a net buyer of stock by $171M.
- CX Institutional has $1.9B in assets under management (AUM), dropping by 14.11%.
- Central Index Key (CIK): 0001737089
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Portfolio Holdings for CX Institutional
CX Institutional holds 475 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 2.8 | $52M | 127k | 412.35 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 2.7 | $50M | +27% | 1.7M | 28.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.8 | $33M | -10% | 158k | 210.61 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $31M | +22% | 464k | 65.86 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.6 | $30M | +30% | 600k | 49.43 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 1.5 | $29M | 615k | 46.41 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 1.5 | $29M | +145% | 975k | 29.27 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.4 | $27M | -16% | 142k | 187.41 |
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| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 1.3 | $25M | +9% | 1.1M | 22.20 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.3 | $24M | +15% | 331k | 72.90 |
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| Apple (AAPL) | 1.3 | $24M | +71% | 143k | 165.91 |
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| Ishares Tr National Mun Etf (MUB) | 1.2 | $23M | +2% | 217k | 107.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $22M | +3% | 116k | 189.48 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.2 | $22M | +46% | 220k | 99.88 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 1.1 | $21M | 426k | 50.27 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $21M | +154% | 414k | 50.21 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.1 | $21M | +463% | 703k | 29.19 |
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| Microsoft Corporation (MSFT) | 1.1 | $20M | +43% | 69k | 287.51 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.0 | $19M | +31% | 126k | 151.82 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 1.0 | $18M | 386k | 46.79 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.0 | $18M | -30% | 367k | 48.93 |
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| Ishares Gold Tr Ishares New (IAU) | 1.0 | $18M | +4718% | 476k | 37.58 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $18M | NEW | 168k | 106.50 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $17M | +18% | 223k | 76.50 |
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| Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.9 | $17M | +2359% | 582k | 29.24 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $17M | +264% | 110k | 150.82 |
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| Vanguard World Fds Energy Etf (VDE) | 0.8 | $16M | +1704% | 134k | 118.09 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.8 | $14M | +74% | 244k | 58.89 |
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| Ishares Msci Netherl Etf (EWN) | 0.7 | $13M | NEW | 309k | 42.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $13M | +150% | 125k | 104.19 |
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| Ishares Msci Switzerland (EWL) | 0.7 | $13M | NEW | 288k | 45.43 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $12M | +987% | 128k | 96.75 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.7 | $12M | +104% | 497k | 24.97 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.7 | $12M | +225% | 134k | 91.58 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $12M | +17% | 92k | 130.54 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.6 | $12M | +4247% | 612k | 19.38 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.6 | $12M | +387% | 270k | 42.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $11M | +11% | 28k | 409.74 |
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| Procter & Gamble Company (PG) | 0.6 | $11M | +116% | 73k | 149.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $11M | +24% | 71k | 152.97 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $11M | +2738% | 249k | 43.40 |
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| Eli Lilly & Co. (LLY) | 0.6 | $11M | +86% | 30k | 348.50 |
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| UnitedHealth (UNH) | 0.5 | $10M | +81% | 21k | 488.39 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $10M | -15% | 83k | 123.79 |
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| Visa Com Cl A (V) | 0.5 | $10M | +149% | 45k | 227.94 |
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| Ishares Msci Cda Etf (EWC) | 0.5 | $10M | +65% | 293k | 34.80 |
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| Ishares Msci France Etf (EWQ) | 0.5 | $10M | +6% | 266k | 38.24 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.5 | $10M | +36% | 310k | 32.73 |
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| Amazon (AMZN) | 0.5 | $10M | +247% | 99k | 102.68 |
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| Ishares Msci Spain Etf (EWP) | 0.5 | $10M | +6% | 363k | 27.92 |
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| Ishares Msci Sweden Etf (EWD) | 0.5 | $10M | NEW | 284k | 35.49 |
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| Ishares Tr Msci Saudi Arbia (KSA) | 0.5 | $10M | NEW | 254k | 39.60 |
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| Ishares Msci Israel Etf (EIS) | 0.5 | $10M | +96% | 183k | 54.73 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $9.4M | -68% | 105k | 89.29 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $9.3M | +620% | 337k | 27.71 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $9.3M | +12% | 228k | 40.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $9.3M | +36% | 37k | 249.24 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $9.2M | +55% | 69k | 133.93 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $9.1M | -44% | 120k | 75.33 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.5 | $8.9M | -62% | 128k | 69.80 |
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| Vaneck Etf Trust Long Muni Etf (MLN) | 0.5 | $8.7M | +22% | 482k | 17.97 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $8.4M | 205k | 40.99 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $8.4M | +72% | 56k | 148.38 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $8.3M | -20% | 110k | 75.01 |
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| United Parcel Service (UPS) | 0.4 | $7.8M | +1045% | 40k | 193.79 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $7.7M | -76% | 115k | 67.27 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.4 | $7.5M | +425% | 197k | 38.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $7.3M | -67% | 30k | 244.60 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $7.3M | +692% | 112k | 65.20 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $7.3M | -19% | 153k | 47.52 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.1M | -68% | 35k | 204.43 |
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| Corning Incorporated (GLW) | 0.4 | $7.1M | NEW | 202k | 35.03 |
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| Abbvie (ABBV) | 0.4 | $7.0M | +12% | 44k | 160.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.0M | -8% | 34k | 204.60 |
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| Bristol Myers Squibb (BMY) | 0.4 | $6.9M | +509% | 99k | 69.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.8M | +4% | 22k | 309.88 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $6.8M | +88% | 117k | 58.16 |
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| Amgen (AMGN) | 0.4 | $6.6M | +19% | 27k | 243.87 |
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| Kroger (KR) | 0.3 | $6.4M | +65% | 128k | 49.81 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $6.3M | -10% | 32k | 194.57 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $6.3M | -20% | 101k | 62.30 |
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| Tesla Motors (TSLA) | 0.3 | $6.1M | +160% | 31k | 195.21 |
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| Target Corporation (TGT) | 0.3 | $6.0M | NEW | 36k | 165.97 |
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| Global X Fds Autonmous Ev Etf (DRIV) | 0.3 | $5.9M | +1746% | 250k | 23.71 |
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| Abbott Laboratories (ABT) | 0.3 | $5.8M | +17% | 57k | 101.51 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.3 | $5.8M | +2544% | 92k | 63.36 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $5.8M | -42% | 86k | 67.33 |
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| International Business Machines (IBM) | 0.3 | $5.8M | +653% | 44k | 131.80 |
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| Electronic Arts (EA) | 0.3 | $5.7M | NEW | 47k | 121.06 |
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| AmerisourceBergen (ABC) | 0.3 | $5.7M | +47% | 35k | 161.59 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $5.7M | +119% | 189k | 30.03 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.3 | $5.7M | +83% | 153k | 37.10 |
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| CSX Corporation (CSX) | 0.3 | $5.6M | +79% | 188k | 29.88 |
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| Cisco Systems (CSCO) | 0.3 | $5.6M | +464% | 106k | 52.30 |
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| Lam Research Corporation (LRCX) | 0.3 | $5.5M | NEW | 11k | 523.46 |
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| Cigna Corp (CI) | 0.3 | $5.5M | +52% | 21k | 260.16 |
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| Huntington Ingalls Inds (HII) | 0.3 | $5.5M | +169% | 26k | 208.58 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.3 | $5.4M | 173k | 31.23 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $5.3M | -65% | 179k | 29.54 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $5.3M | +6% | 33k | 158.85 |
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| At&t (T) | 0.3 | $5.2M | +984% | 271k | 19.35 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $5.2M | +30% | 45k | 115.47 |
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| Anthem (ELV) | 0.3 | $5.1M | +798% | 11k | 472.91 |
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| Qualcomm (QCOM) | 0.3 | $5.0M | NEW | 40k | 125.52 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $5.0M | +421% | 254k | 19.59 |
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| Verizon Communications (VZ) | 0.3 | $4.9M | +1054% | 126k | 39.13 |
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| Broadcom (AVGO) | 0.3 | $4.9M | +17% | 7.6k | 642.22 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.3 | $4.9M | +412% | 95k | 51.16 |
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| Citigroup Com New (C) | 0.3 | $4.8M | +743% | 103k | 46.76 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.7M | -3% | 33k | 144.74 |
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| Gilead Sciences (GILD) | 0.3 | $4.7M | +560% | 57k | 83.17 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $4.7M | NEW | 104k | 45.05 |
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| 3M Company (MMM) | 0.2 | $4.7M | +57% | 45k | 104.73 |
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| Paccar (PCAR) | 0.2 | $4.6M | +2658% | 63k | 73.09 |
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| eBay (EBAY) | 0.2 | $4.6M | NEW | 104k | 44.31 |
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| Paypal Holdings (PYPL) | 0.2 | $4.6M | NEW | 61k | 75.47 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $4.5M | -13% | 45k | 101.32 |
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| Lennar Corp Cl A (LEN) | 0.2 | $4.5M | -3% | 43k | 105.21 |
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| International Paper Company (IP) | 0.2 | $4.5M | NEW | 125k | 35.99 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.5M | +9% | 9.0k | 497.03 |
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| Eastman Chemical Company (EMN) | 0.2 | $4.5M | NEW | 53k | 84.39 |
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| Applied Industrial Technologies (AIT) | 0.2 | $4.5M | NEW | 31k | 142.15 |
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| John Bean Technologies Corporation (JBT) | 0.2 | $4.5M | NEW | 41k | 108.79 |
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| Reliance Steel & Aluminum (RS) | 0.2 | $4.4M | NEW | 17k | 256.80 |
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| Sanmina (SANM) | 0.2 | $4.4M | NEW | 74k | 60.32 |
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| Pulte (PHM) | 0.2 | $4.4M | -11% | 75k | 58.79 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $4.4M | -18% | 92k | 47.98 |
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| Cheniere Energy Com New (LNG) | 0.2 | $4.4M | NEW | 28k | 157.99 |
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| Microchip Technology (MCHP) | 0.2 | $4.4M | NEW | 53k | 83.01 |
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| PNC Financial Services (PNC) | 0.2 | $4.4M | +2042% | 35k | 125.45 |
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| American Express Company (AXP) | 0.2 | $4.3M | +592% | 27k | 163.81 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $4.3M | +195% | 91k | 47.81 |
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| Goldman Sachs (GS) | 0.2 | $4.3M | +7% | 13k | 326.67 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $4.3M | -3% | 13k | 338.32 |
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| Amcor Ord (AMCR) | 0.2 | $4.3M | NEW | 379k | 11.32 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $4.3M | +24% | 53k | 80.21 |
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| ABM Industries (ABM) | 0.2 | $4.3M | NEW | 95k | 44.94 |
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| Fox Corp Cl A Com (FOXA) | 0.2 | $4.2M | +47% | 125k | 34.14 |
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| Mr Cooper Group (COOP) | 0.2 | $4.2M | NEW | 102k | 41.86 |
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| Tyson Foods (TSN) | 0.2 | $4.2M | NEW | 71k | 59.38 |
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| Humana (HUM) | 0.2 | $4.2M | +134% | 8.4k | 503.30 |
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| LKQ Corporation (LKQ) | 0.2 | $4.2M | NEW | 74k | 56.72 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $4.2M | 170k | 24.64 |
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| McKesson Corporation (MCK) | 0.2 | $4.2M | +1131% | 12k | 361.29 |
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| NetApp (NTAP) | 0.2 | $4.2M | +25% | 65k | 64.10 |
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| Akamai Technologies (AKAM) | 0.2 | $4.1M | NEW | 53k | 77.99 |
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| Leidos Holdings (LDOS) | 0.2 | $4.1M | NEW | 44k | 92.88 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $4.0M | +7% | 71k | 55.66 |
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| Discover Financial Services (DFS) | 0.2 | $4.0M | NEW | 40k | 98.82 |
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| Nortonlifelock (GEN) | 0.2 | $3.8M | NEW | 224k | 17.16 |
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| Advance Auto Parts (AAP) | 0.2 | $3.8M | +59% | 31k | 122.43 |
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| Ameriprise Financial (AMP) | 0.2 | $3.8M | NEW | 12k | 306.34 |
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| U.S. Bancorp (USB) | 0.2 | $3.7M | +20% | 105k | 35.80 |
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| Ishares Msci Mexico Etf (EWW) | 0.2 | $3.7M | -53% | 62k | 59.53 |
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| Ishares Tr Msci Denmark Etf (EDEN) | 0.2 | $3.7M | NEW | 35k | 106.00 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $3.7M | +121% | 52k | 71.18 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $3.7M | +135% | 130k | 28.31 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $3.7M | NEW | 227k | 16.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.7M | +4% | 15k | 250.13 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.7M | +9% | 25k | 148.52 |
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| Ishares Tr Msci China Etf (MCHI) | 0.2 | $3.6M | NEW | 73k | 49.89 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $3.6M | NEW | 59k | 61.22 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $3.6M | NEW | 136k | 26.73 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $3.6M | -22% | 17k | 216.34 |
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| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.2 | $3.6M | +149% | 70k | 52.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.6M | -2% | 56k | 63.89 |
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| Aon Shs Cl A (AON) | 0.2 | $3.6M | -7% | 11k | 317.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $3.6M | 102k | 35.12 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.2 | $3.5M | 65k | 54.60 |
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| Ishares Msci Hong Kg Etf (EWH) | 0.2 | $3.5M | NEW | 170k | 20.55 |
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| Morgan Stanley Com New (MS) | 0.2 | $3.4M | -16% | 39k | 87.19 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $3.4M | +20% | 15k | 230.17 |
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| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.2 | $3.3M | -33% | 36k | 93.84 |
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| Southwest Airlines (LUV) | 0.2 | $3.3M | NEW | 103k | 31.95 |
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| Waste Management (WM) | 0.2 | $3.3M | 20k | 163.85 |
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| Sealed Air (SEE) | 0.2 | $3.2M | +29% | 71k | 45.88 |
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| Ishares Msci Singpor Etf (EWS) | 0.2 | $3.2M | NEW | 163k | 19.85 |
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| H.B. Fuller Company (FUL) | 0.2 | $3.2M | NEW | 48k | 67.71 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.2 | $3.2M | +137% | 13k | 251.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $3.2M | -2% | 44k | 72.06 |
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| Raymond James Financial (RJF) | 0.2 | $3.1M | NEW | 34k | 92.44 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $3.1M | NEW | 45k | 67.82 |
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| Viatris (VTRS) | 0.2 | $3.1M | NEW | 320k | 9.61 |
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| Skyworks Solutions (SWKS) | 0.2 | $3.1M | NEW | 26k | 117.40 |
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| Ishares Msci Brazil Etf (EWZ) | 0.2 | $3.1M | -36% | 112k | 27.38 |
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| Ufp Industries (UFPI) | 0.2 | $3.1M | +175% | 38k | 79.78 |
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| Johnson & Johnson (JNJ) | 0.2 | $3.0M | +4% | 19k | 156.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.0M | +2% | 17k | 178.42 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.0M | +132% | 8.1k | 366.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.8M | +55% | 27k | 104.66 |
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| Pepsi (PEP) | 0.1 | $2.7M | +20% | 15k | 182.48 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $2.7M | +2% | 16k | 167.88 |
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| Coca-Cola Company (KO) | 0.1 | $2.6M | -54% | 42k | 62.32 |
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| Chevron Corporation (CVX) | 0.1 | $2.6M | 15k | 169.38 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.6M | NEW | 19k | 138.24 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $2.6M | -76% | 32k | 80.98 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.5M | +206% | 36k | 70.17 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $2.5M | NEW | 102k | 24.80 |
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| Home Depot (HD) | 0.1 | $2.5M | -55% | 8.3k | 297.39 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.5M | -11% | 5.1k | 484.84 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $2.4M | -37% | 24k | 101.82 |
|
| General Dynamics Corporation (GD) | 0.1 | $2.4M | 10k | 232.09 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.4M | +23% | 18k | 130.19 |
|
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $2.3M | NEW | 12k | 190.90 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.3M | -61% | 8.0k | 281.71 |
|
| Meta Platforms Cl A (META) | 0.1 | $2.3M | -61% | 11k | 212.69 |
|
| Pfizer (PFE) | 0.1 | $2.3M | 55k | 41.30 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $2.2M | NEW | 23k | 95.16 |
|
| Ishares Tr Exponential Tech (XT) | 0.1 | $2.2M | -45% | 42k | 52.50 |
|
| Zoetis Cl A (ZTS) | 0.1 | $2.2M | +365% | 13k | 167.49 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.2M | -79% | 26k | 85.08 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $2.2M | NEW | 28k | 77.80 |
|
| Hershey Company (HSY) | 0.1 | $2.2M | +593% | 8.4k | 256.77 |
|
| Danaher Corporation (DHR) | 0.1 | $2.1M | +203% | 8.4k | 250.43 |
|
| Merck & Co (MRK) | 0.1 | $2.1M | -65% | 19k | 108.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.0M | -61% | 45k | 45.53 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.0M | +9% | 20k | 99.39 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $1.9M | 87k | 22.37 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | -76% | 6.9k | 279.06 |
|
| Union Pacific Corporation (UNP) | 0.1 | $1.9M | +135% | 9.5k | 199.65 |
|
| CBOE Holdings (CBOE) | 0.1 | $1.9M | NEW | 14k | 134.52 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $1.9M | -13% | 24k | 77.61 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.8M | 23k | 77.99 |
|
|
| L3harris Technologies (LHX) | 0.1 | $1.8M | +817% | 9.1k | 198.66 |
|
| Invesco Exchange Traded Fd T Dynmc Food Bev (PBJ) | 0.1 | $1.8M | -24% | 39k | 46.42 |
|
| Silgan Holdings (SLGN) | 0.1 | $1.8M | +164% | 33k | 53.56 |
|
| Insight Enterprises (NSIT) | 0.1 | $1.7M | -16% | 12k | 143.38 |
|
| Marathon Oil Corporation (MRO) | 0.1 | $1.7M | NEW | 65k | 26.02 |
|
| Roper Industries (ROP) | 0.1 | $1.7M | NEW | 3.8k | 440.78 |
|
| Darden Restaurants (DRI) | 0.1 | $1.7M | NEW | 11k | 153.99 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.7M | -83% | 52k | 32.20 |
|
| Toro Company (TTC) | 0.1 | $1.7M | NEW | 15k | 109.92 |
|
| Jacobs Engineering Group (J) | 0.1 | $1.7M | NEW | 14k | 117.61 |
|
| Booking Holdings (BKNG) | 0.1 | $1.6M | NEW | 618.00 | 2664.36 |
|
| Service Corporation International (SCI) | 0.1 | $1.6M | NEW | 24k | 69.09 |
|
| Vulcan Materials Company (VMC) | 0.1 | $1.6M | NEW | 9.5k | 172.75 |
|
| Exponent (EXPO) | 0.1 | $1.6M | NEW | 16k | 99.38 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $1.6M | 16k | 104.54 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $1.6M | +402% | 12k | 140.20 |
|
| Invesco Exchange Traded Fd T Dwa Technology (PTF) | 0.1 | $1.6M | 12k | 130.69 |
|
|
| AGCO Corporation (AGCO) | 0.1 | $1.6M | -10% | 12k | 133.42 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.5M | NEW | 29k | 52.97 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $1.5M | +6% | 54k | 28.24 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.5M | +3% | 27k | 55.67 |
|
| Nexstar Broadcasting (NXST) | 0.1 | $1.5M | NEW | 8.6k | 172.79 |
|
| Honeywell International (HON) | 0.1 | $1.5M | -2% | 7.6k | 191.81 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.4M | -28% | 3.7k | 385.06 |
|
| W.W. Grainger (GWW) | 0.1 | $1.4M | -2% | 2.1k | 683.32 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 3.00 | 468373.33 |
|
|
| Boeing Company (BA) | 0.1 | $1.4M | +93% | 6.5k | 214.73 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $1.4M | -36% | 40k | 34.70 |
|
| Wintrust Financial Corporation (WTFC) | 0.1 | $1.4M | NEW | 19k | 72.09 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $1.4M | -2% | 22k | 63.88 |
|
| Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.1 | $1.4M | -81% | 37k | 37.25 |
|
| Fifth Third Ban (FITB) | 0.1 | $1.4M | NEW | 52k | 26.42 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $1.4M | -73% | 11k | 120.40 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -72% | 14k | 93.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | -44% | 3.5k | 377.41 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +30% | 4.0k | 320.74 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $1.2M | +3% | 36k | 34.13 |
|
| Emerson Electric (EMR) | 0.1 | $1.2M | -3% | 14k | 87.23 |
|
| Oneok (OKE) | 0.1 | $1.2M | NEW | 18k | 65.00 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.1M | 2.5k | 458.41 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.1M | +44% | 15k | 76.84 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | NEW | 14k | 80.47 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +8% | 11k | 99.96 |
|
| Nucor Corporation (NUE) | 0.1 | $1.1M | +96% | 7.0k | 154.45 |
|
| Brown & Brown (BRO) | 0.1 | $1.1M | -3% | 18k | 57.65 |
|
| EOG Resources (EOG) | 0.1 | $1.0M | +197% | 8.7k | 120.68 |
|
| Stryker Corporation (SYK) | 0.1 | $1.0M | +39% | 3.6k | 287.14 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.0M | NEW | 25k | 41.92 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.0M | -72% | 22k | 48.17 |
|
| salesforce (CRM) | 0.1 | $1.0M | +139% | 5.2k | 197.30 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | +24% | 2.7k | 381.65 |
|
| Copart (CPRT) | 0.1 | $997k | +4% | 13k | 75.46 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $987k | 20k | 48.93 |
|
|
| ConocoPhillips (COP) | 0.1 | $971k | -76% | 9.2k | 105.14 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $957k | 10k | 92.52 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $955k | +33% | 9.1k | 104.68 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $952k | 12k | 77.06 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $942k | +4% | 33k | 28.67 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $942k | +12% | 5.1k | 184.50 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $933k | NEW | 21k | 45.33 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $927k | -27% | 27k | 34.25 |
|
| Analog Devices (ADI) | 0.0 | $917k | +8% | 4.7k | 196.47 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $916k | NEW | 14k | 66.83 |
|
| Equifax (EFX) | 0.0 | $895k | +3% | 4.4k | 202.25 |
|
| Automatic Data Processing (ADP) | 0.0 | $891k | 4.1k | 217.48 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $874k | -17% | 12k | 70.34 |
|
| Linde SHS | 0.0 | $873k | NEW | 2.4k | 357.29 |
|
| PerkinElmer (PKI) | 0.0 | $869k | 6.6k | 131.42 |
|
|
| Intuit (INTU) | 0.0 | $869k | +13% | 2.0k | 442.10 |
|
| Netflix (NFLX) | 0.0 | $868k | +8% | 2.5k | 347.23 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $867k | NEW | 12k | 69.92 |
|
| Progressive Corporation (PGR) | 0.0 | $863k | +14% | 6.0k | 144.71 |
|
| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $859k | NEW | 14k | 63.80 |
|
| Advanced Micro Devices (AMD) | 0.0 | $843k | +125% | 8.7k | 96.93 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $843k | -81% | 6.5k | 129.77 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $841k | -68% | 6.2k | 134.96 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $839k | -63% | 12k | 67.84 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $827k | NEW | 38k | 21.66 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $824k | NEW | 13k | 65.18 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $821k | +6% | 3.6k | 226.50 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $808k | +2% | 23k | 35.40 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $806k | 33k | 24.10 |
|
|
| Spdr Ser Tr S&p Pharmac (XPH) | 0.0 | $805k | NEW | 20k | 41.29 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $798k | -83% | 21k | 37.99 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $783k | NEW | 11k | 70.31 |
|
| Steel Dynamics (STLD) | 0.0 | $779k | NEW | 6.9k | 113.17 |
|
| Metropcs Communications (TMUS) | 0.0 | $779k | +35% | 5.3k | 146.15 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $777k | +47% | 3.3k | 239.14 |
|
| Intel Corporation (INTC) | 0.0 | $775k | -78% | 24k | 32.83 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $773k | +53% | 2.7k | 285.83 |
|
| Nike CL B (NKE) | 0.0 | $770k | +36% | 6.3k | 122.01 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $766k | +27% | 19k | 40.57 |
|
| Walt Disney Company (DIS) | 0.0 | $761k | +179% | 7.6k | 99.89 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $750k | -80% | 3.0k | 252.96 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $729k | -56% | 19k | 37.77 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $722k | +43% | 5.3k | 135.45 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $706k | -21% | 18k | 40.37 |
|
| Glacier Ban (GBCI) | 0.0 | $694k | 17k | 42.01 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $688k | +18% | 27k | 25.59 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $685k | +13% | 1.2k | 571.98 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $681k | +144% | 11k | 61.75 |
|
| Deere & Company (DE) | 0.0 | $681k | +5% | 1.6k | 414.42 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $680k | +7% | 18k | 38.15 |
|
| Dover Corporation (DOV) | 0.0 | $679k | 4.5k | 150.58 |
|
|
| Caterpillar (CAT) | 0.0 | $676k | +3% | 2.9k | 229.59 |
|
| General Electric Com New (GE) | 0.0 | $670k | +38% | 6.9k | 96.56 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $665k | +211% | 47k | 14.24 |
|
| Charles River Laboratories (CRL) | 0.0 | $632k | 3.2k | 200.27 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $629k | +5% | 2.2k | 288.71 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $624k | +57% | 8.7k | 71.66 |
|
| State Street Corporation (STT) | 0.0 | $610k | 8.1k | 75.48 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $604k | -91% | 7.4k | 82.11 |
|
| Illinois Tool Works (ITW) | 0.0 | $590k | +15% | 2.4k | 244.17 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $564k | NEW | 13k | 43.70 |
|
| FedEx Corporation (FDX) | 0.0 | $561k | -89% | 2.5k | 228.76 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $560k | +17% | 8.6k | 64.82 |
|
| Medtronic SHS (MDT) | 0.0 | $557k | +4% | 7.0k | 80.01 |
|
| TJX Companies (TJX) | 0.0 | $547k | +7% | 7.0k | 78.73 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $544k | +32% | 1.7k | 315.98 |
|
| Altria (MO) | 0.0 | $543k | -86% | 12k | 44.95 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $537k | +50% | 5.4k | 99.77 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $532k | +19% | 2.2k | 246.70 |
|
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $524k | -78% | 2.9k | 178.43 |
|
| Applied Materials (AMAT) | 0.0 | $516k | -86% | 4.2k | 122.48 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $484k | 5.2k | 92.29 |
|
|
| Southern Company (SO) | 0.0 | $481k | +13% | 7.0k | 69.13 |
|
| Hca Holdings (HCA) | 0.0 | $480k | +10% | 1.8k | 264.02 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $475k | -87% | 6.3k | 75.32 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $474k | +3% | 18k | 26.86 |
|
| Prologis (PLD) | 0.0 | $467k | +17% | 3.8k | 124.03 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $466k | +15% | 9.4k | 49.81 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $466k | -4% | 12k | 40.03 |
|
| Clorox Company (CLX) | 0.0 | $451k | +36% | 2.9k | 156.82 |
|
| Alphatec Hldgs Com New (ATEC) | 0.0 | $444k | NEW | 28k | 15.80 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $442k | +2% | 4.6k | 95.35 |
|
| Activision Blizzard (ATVI) | 0.0 | $442k | -54% | 5.2k | 85.40 |
|
| Genuine Parts Company (GPC) | 0.0 | $441k | -3% | 2.6k | 168.23 |
|
| Lowe's Companies (LOW) | 0.0 | $431k | -19% | 2.1k | 203.36 |
|
| Ford Motor Company (F) | 0.0 | $426k | +147% | 34k | 12.67 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $426k | -75% | 1.8k | 230.52 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $423k | -4% | 8.2k | 51.61 |
|
| S&p Global (SPGI) | 0.0 | $420k | +11% | 1.2k | 346.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $402k | -4% | 1.6k | 254.15 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $402k | +8% | 2.1k | 192.88 |
|
| Philip Morris International (PM) | 0.0 | $399k | -30% | 4.1k | 97.88 |
|
| Fiserv (FISV) | 0.0 | $399k | +11% | 3.5k | 112.88 |
|
| Bank of America Corporation (BAC) | 0.0 | $396k | -21% | 14k | 28.59 |
|
| AutoZone (AZO) | 0.0 | $395k | -8% | 158.00 | 2502.41 |
|
| General Mills (GIS) | 0.0 | $393k | +10% | 4.6k | 85.76 |
|
| Allstate Corporation (ALL) | 0.0 | $393k | +58% | 3.4k | 114.17 |
|
| Chubb (CB) | 0.0 | $388k | -24% | 2.0k | 196.14 |
|
| BP Sponsored Adr (BP) | 0.0 | $387k | +9% | 9.7k | 39.74 |
|
| Carrier Global Corporation (CARR) | 0.0 | $386k | +21% | 8.4k | 45.70 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $385k | -2% | 2.7k | 142.60 |
|
| Intercontinental Exchange (ICE) | 0.0 | $377k | -90% | 3.6k | 105.11 |
|
| Cummins (CMI) | 0.0 | $377k | -80% | 1.6k | 238.72 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $376k | NEW | 2.1k | 182.91 |
|
| Xcel Energy (XEL) | 0.0 | $374k | +19% | 5.5k | 67.49 |
|
| American Electric Power Company (AEP) | 0.0 | $369k | 4.1k | 90.91 |
|
|
| American Tower Reit (AMT) | 0.0 | $365k | -2% | 1.8k | 201.94 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $364k | +6% | 4.3k | 84.24 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $362k | -20% | 1.6k | 227.37 |
|
| Edwards Lifesciences (EW) | 0.0 | $361k | +10% | 4.4k | 82.35 |
|
| Monster Beverage Corp (MNST) | 0.0 | $356k | +143% | 6.6k | 53.72 |
|
| Las Vegas Sands (LVS) | 0.0 | $355k | +8% | 6.1k | 58.39 |
|
| Best Buy (BBY) | 0.0 | $355k | -90% | 4.5k | 78.32 |
|
| Cme (CME) | 0.0 | $354k | +8% | 1.9k | 190.78 |
|
| Valero Energy Corporation (VLO) | 0.0 | $353k | +5% | 2.5k | 138.78 |
|
| Moderna (MRNA) | 0.0 | $352k | +80% | 2.2k | 157.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $348k | +31% | 2.2k | 154.80 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $347k | -92% | 8.4k | 41.12 |
|
| Invesco Exchange Traded Fd T Dwa Finl Mumt (PFI) | 0.0 | $343k | 8.6k | 39.85 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $342k | -8% | 18k | 19.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $342k | +16% | |||