CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, SHM, BIL, MGK, IUSG, and represent 15.72% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$111M), BIL (+$73M), SHM (+$70M), AOA (+$40M), BNDX (+$27M), BRK.B (+$9.9M), IVE (+$9.2M), SPMB (+$9.1M), MGK (+$9.0M), IUSG (+$8.0M).
- Started 45 new stock positions in GT, FBCG, RDVY, BAND, CPRY, MEDP, BOTZ, JGRO, XMHQ, BRK.B.
- Reduced shares in these 10 stocks: IEFA (-$109M), SPTI (-$58M), TLT (-$46M), HEFA (-$31M), JAAA (-$28M), TAXF (-$17M), PZA (-$17M), MUB (-$14M), VTEB (-$14M), NFRA (-$11M).
- Sold out of its positions in AMG, MJ, Bny Mellon Mun Income, BGT, CNM, CNR, DFIS, Discover Financial Services, DBL, PLUS.
- CX Institutional was a net buyer of stock by $53M.
- CX Institutional has $2.9B in assets under management (AUM), dropping by 8.25%.
- Central Index Key (CIK): 0001737089
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Portfolio Holdings for CX Institutional
CX Institutional holds 1213 positions in its portfolio as reported in the June 2025 quarterly 13F filing
CX Institutional has 1213 total positions. Only the first 250 positions are shown.
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- Download the CX Institutional June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares ETFs/USA Etp (SGOV) | 5.4 | $156M | +249% | 1.5M | 100.69 |
|
| State Street ETF/USA Etp (SHM) | 2.8 | $81M | +629% | 1.7M | 47.83 |
|
| State Street ETF/USA Etp (BIL) | 2.6 | $74M | +10163% | 802k | 91.73 |
|
| Vanguard ETF/USA Etp (MGK) | 2.5 | $72M | +14% | 195k | 366.17 |
|
| iShares ETFs/USA Etp (IUSG) | 2.4 | $69M | +13% | 461k | 150.40 |
|
| iShares ETFs/USA Etp (IWF) | 2.3 | $67M | +10% | 157k | 424.58 |
|
| iShares ETFs/USA Etp (IVE) | 2.2 | $64M | +16% | 329k | 195.42 |
|
| Schwab Strategic Trust Etp (SCHV) | 2.0 | $58M | +10% | 2.1M | 27.67 |
|
| Vanguard ETF/USA Etp (BNDX) | 2.0 | $58M | +88% | 1.2M | 49.51 |
|
| iShares ETFs/USA Etp (IVV) | 2.0 | $57M | 91k | 620.91 |
|
|
| Vanguard ETF/USA Etp (VO) | 1.9 | $56M | -11% | 198k | 279.83 |
|
| iShares ETFs/USA Etp (IWD) | 1.8 | $51M | +16% | 262k | 194.23 |
|
| State Street ETF/USA Etp (SPMB) | 1.7 | $49M | +22% | 2.2M | 22.10 |
|
| Vanguard ETF/USA Etp (VB) | 1.7 | $49M | -8% | 207k | 236.98 |
|
| State Street ETF/USA Etp (SPBO) | 1.7 | $49M | 1.7M | 29.22 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $46M | +9% | 92k | 497.41 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $43M | +11% | 274k | 157.99 |
|
| Apple (AAPL) | 1.5 | $43M | +9% | 208k | 205.17 |
|
| iShares ETFs/USA Etp (AOA) | 1.4 | $40M | +58402% | 477k | 83.40 |
|
| State Street ETF/USA Etp (SPYG) | 1.1 | $33M | +22% | 346k | 95.32 |
|
| VanEck ETFs/USA Etp (ITM) | 1.1 | $33M | -3% | 721k | 45.47 |
|
| Janus Detroit Street Trust Etp (JAAA) | 1.1 | $31M | -47% | 606k | 50.75 |
|
| Facebook Inc cl a (META) | 1.1 | $30M | +14% | 41k | 738.09 |
|
| Amazon (AMZN) | 1.0 | $30M | +17% | 136k | 219.39 |
|
| iShares ETFs/USA Etp (SHY) | 1.0 | $29M | +35% | 353k | 82.86 |
|
| Broadcom (AVGO) | 1.0 | $28M | +5% | 100k | 275.65 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $27M | +16% | 154k | 176.23 |
|
| Tesla Motors (TSLA) | 0.8 | $23M | -3% | 73k | 317.66 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $22M | +5% | 29k | 779.50 |
|
| Visa (V) | 0.8 | $22M | +3% | 62k | 355.05 |
|
| Vanguard ETF/USA Etp (VTV) | 0.7 | $19M | +28% | 108k | 176.74 |
|
| State Street ETF/USA Etp (SPY) | 0.6 | $18M | -9% | 29k | 617.85 |
|
| State Street ETF/USA Etp (XLK) | 0.6 | $17M | +11% | 69k | 253.24 |
|
| First Trust ETFs/USA Etp (FTC) | 0.6 | $17M | +22% | 115k | 150.97 |
|
| State Street ETF/USA Etp (SPYV) | 0.6 | $16M | +17% | 305k | 52.34 |
|
| Invesco ETFs/USA Etp (RSP) | 0.6 | $16M | 87k | 181.74 |
|
|
| iShares ETFs/USA Etp (IEFA) | 0.5 | $15M | -87% | 181k | 83.48 |
|
| Vanguard ETF/USA Etp (VV) | 0.5 | $15M | -15% | 52k | 285.30 |
|
| iShares ETFs/USA Etp (MUB) | 0.5 | $14M | -49% | 138k | 104.48 |
|
| American Century ETF Trust Etp (TAXF) | 0.5 | $14M | -54% | 292k | 48.93 |
|
| Vanguard ETF/USA Etp (VTEB) | 0.5 | $14M | -50% | 286k | 49.03 |
|
| iShares ETFs/USA Etp (IVW) | 0.5 | $13M | 117k | 110.10 |
|
|
| First Trust ETFs/USA Etp (QQEW) | 0.4 | $13M | +17% | 94k | 136.49 |
|
| Caterpillar (CAT) | 0.4 | $13M | +6% | 33k | 388.21 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $12M | +4% | 113k | 107.80 |
|
| Abbvie (ABBV) | 0.4 | $12M | -5% | 65k | 185.62 |
|
| State Street ETF/USA Etp (QEFA) | 0.4 | $12M | -21% | 140k | 85.34 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $12M | -28% | 130k | 91.24 |
|
| Union Pacific Corporation (UNP) | 0.4 | $11M | -18% | 47k | 230.08 |
|
| Procter & Gamble Company (PG) | 0.4 | $11M | -30% | 68k | 159.31 |
|
| Global X ETFs/USA Etp (PAVE) | 0.4 | $11M | -47% | 244k | 43.58 |
|
| Amgen (AMGN) | 0.4 | $10M | 37k | 279.21 |
|
|
| FlexShares ETFs/USA Etp (NFRA) | 0.4 | $10M | -52% | 162k | 61.88 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $9.9M | NEW | 20k | 485.79 |
|
| Johnson & Johnson (JNJ) | 0.3 | $9.8M | +3% | 64k | 152.75 |
|
| Honeywell International (HON) | 0.3 | $9.8M | -37% | 42k | 232.88 |
|
| Vanguard ETF/USA Etp (VBK) | 0.3 | $9.7M | +36% | 35k | 276.93 |
|
| iShares ETFs/USA Etp (IJH) | 0.3 | $9.6M | -7% | 155k | 62.02 |
|
| State Street ETF/USA Etp (SDY) | 0.3 | $9.4M | +3% | 70k | 135.73 |
|
| Vanguard ETF/USA Etp (VBR) | 0.3 | $9.4M | +33% | 48k | 195.01 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $9.2M | 63k | 146.01 |
|
|
| Cisco Systems (CSCO) | 0.3 | $9.0M | +5% | 130k | 69.38 |
|
| Pepsi (PEP) | 0.3 | $9.0M | -3% | 68k | 132.04 |
|
| Home Depot (HD) | 0.3 | $8.8M | +8% | 24k | 366.63 |
|
| WisdomTree ETFs/USA Etp (DLN) | 0.3 | $8.6M | +2% | 105k | 82.14 |
|
| Mondelez Int (MDLZ) | 0.3 | $8.6M | +145% | 127k | 67.44 |
|
| Vanguard ETF/USA Etp (VOT) | 0.3 | $8.5M | +12% | 30k | 284.37 |
|
| Merck & Co (MRK) | 0.3 | $8.5M | -14% | 107k | 79.16 |
|
| Schwab Strategic Trust Etp (SCHF) | 0.3 | $8.5M | 384k | 22.10 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $8.3M | +3% | 27k | 308.41 |
|
| WisdomTree ETFs/USA Etp (DON) | 0.3 | $8.2M | +6% | 164k | 50.12 |
|
| Fiserv (FI) | 0.3 | $7.9M | -22% | 46k | 172.42 |
|
| Gilead Sciences (GILD) | 0.3 | $7.8M | +2% | 71k | 110.88 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $7.8M | 36k | 218.64 |
|
|
| Tidewater (TDW) | 0.3 | $7.8M | +214% | 168k | 46.13 |
|
| Hca Holdings (HCA) | 0.3 | $7.6M | -4% | 20k | 383.09 |
|
| Enova Intl (ENVA) | 0.3 | $7.5M | +151% | 68k | 111.52 |
|
| Chevron Corporation (CVX) | 0.3 | $7.5M | +5% | 53k | 143.18 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $7.5M | +249% | 109k | 68.98 |
|
| Intuit (INTU) | 0.3 | $7.5M | 9.5k | 787.70 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $7.5M | +4% | 26k | 289.90 |
|
| Vanguard ETF/USA Etp (VOE) | 0.3 | $7.4M | +12% | 45k | 164.47 |
|
| Metropcs Communications (TMUS) | 0.3 | $7.4M | 31k | 238.25 |
|
|
| iShares ETFs/USA Etp (IDV) | 0.3 | $7.4M | -5% | 214k | 34.51 |
|
| State Street ETF/USA Etp (XLC) | 0.3 | $7.3M | -2% | 68k | 108.52 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $7.2M | +4% | 16k | 463.11 |
|
| Wal-Mart Stores (WMT) | 0.3 | $7.2M | 73k | 97.78 |
|
|
| iShares ETFs/USA Etp (IJR) | 0.2 | $7.1M | +16% | 65k | 109.29 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $7.0M | +19% | 152k | 46.29 |
|
| Applied Materials (AMAT) | 0.2 | $7.0M | +553% | 38k | 183.07 |
|
| ConocoPhillips (COP) | 0.2 | $7.0M | +32% | 78k | 89.74 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $7.0M | -2% | 7.1k | 989.95 |
|
| Altria (MO) | 0.2 | $6.8M | -4% | 117k | 58.63 |
|
| Qualcomm (QCOM) | 0.2 | $6.7M | +23% | 42k | 159.26 |
|
| Capital One Financial (COF) | 0.2 | $6.7M | +16% | 32k | 212.77 |
|
| Quaker Chemical Corporation (KWR) | 0.2 | $6.7M | +183% | 60k | 111.94 |
|
| Vanguard ETF/USA Etp (VTI) | 0.2 | $6.7M | -41% | 22k | 303.91 |
|
| salesforce (CRM) | 0.2 | $6.6M | +319% | 24k | 272.68 |
|
| State Street ETF/USA Etp (GWX) | 0.2 | $6.6M | 177k | 37.18 |
|
|
| Harmony Biosciences Hldgs In (HRMY) | 0.2 | $6.6M | +166% | 208k | 31.60 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $6.5M | +58% | 16k | 405.45 |
|
| Fidelity Covington Trust Etp (FTEC) | 0.2 | $6.5M | +21% | 33k | 197.22 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $6.5M | 37k | 177.38 |
|
|
| CACI International (CACI) | 0.2 | $6.4M | +85% | 14k | 476.74 |
|
| Euronet Worldwide (EEFT) | 0.2 | $6.4M | +97% | 63k | 101.38 |
|
| UnitedHealth (UNH) | 0.2 | $6.4M | +23% | 20k | 311.98 |
|
| Deere & Company (DE) | 0.2 | $6.4M | +4% | 13k | 508.47 |
|
| State Street ETF/USA Etp (SPEM) | 0.2 | $6.4M | +2% | 149k | 42.74 |
|
| Cigna Corp (CI) | 0.2 | $6.3M | -6% | 19k | 330.59 |
|
| Dxc Technology (DXC) | 0.2 | $6.3M | +185% | 413k | 15.29 |
|
| S&p Global (SPGI) | 0.2 | $6.3M | +6% | 12k | 527.26 |
|
| Vanguard ETF/USA Etp (VUG) | 0.2 | $6.3M | -56% | 14k | 438.37 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $6.2M | +19% | 16k | 386.86 |
|
| Allstate Corporation (ALL) | 0.2 | $6.1M | +504% | 30k | 201.32 |
|
| United Parcel Service (UPS) | 0.2 | $6.1M | +39% | 60k | 100.94 |
|
| VanEck ETFs/USA Etp (MLN) | 0.2 | $6.1M | -23% | 360k | 16.89 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.2 | $6.0M | +220% | 263k | 22.96 |
|
| Comcast Corporation (CMCSA) | 0.2 | $6.0M | +6% | 169k | 35.69 |
|
| Chubb (CB) | 0.2 | $6.0M | +517% | 21k | 289.73 |
|
| FTI Consulting (FCN) | 0.2 | $6.0M | +122% | 37k | 161.49 |
|
| Medtronic (MDT) | 0.2 | $6.0M | +791% | 69k | 87.17 |
|
| Accenture (ACN) | 0.2 | $6.0M | +17% | 20k | 298.87 |
|
| MetLife (MET) | 0.2 | $5.9M | 74k | 80.42 |
|
|
| Blackrock (BLK) | 0.2 | $5.9M | +1085% | 5.6k | 1049.27 |
|
| iShares ETFs/USA Etp (IGF) | 0.2 | $5.9M | -61% | 99k | 59.20 |
|
| MasterCard Incorporated (MA) | 0.2 | $5.8M | -45% | 10k | 561.95 |
|
| Alliance Data Systems Corporation (BFH) | 0.2 | $5.8M | +115% | 102k | 57.12 |
|
| Lowe's Companies (LOW) | 0.2 | $5.7M | +15% | 26k | 221.87 |
|
| Reynolds Consumer Prods (REYN) | 0.2 | $5.7M | +120% | 264k | 21.42 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $5.6M | +4% | 62k | 90.90 |
|
| Travelers Companies (TRV) | 0.2 | $5.6M | +1057% | 21k | 267.53 |
|
| Schwab Strategic Trust Etp (SCHG) | 0.2 | $5.5M | +2712% | 190k | 29.21 |
|
| Voya Financial (VOYA) | 0.2 | $5.4M | +20% | 76k | 71.01 |
|
| Schwab Strategic Trust Etp (SCHE) | 0.2 | $5.2M | 174k | 30.14 |
|
|
| iShares ETFs/USA Etp (AGG) | 0.2 | $5.1M | -29% | 52k | 99.19 |
|
| Sirius XM Holdings (SIRI) | 0.2 | $5.1M | +58% | 220k | 22.97 |
|
| American Express Company (AXP) | 0.2 | $5.0M | -60% | 16k | 318.98 |
|
| Apogee Enterprises (APOG) | 0.2 | $4.8M | +120% | 119k | 40.60 |
|
| Cubesmart Reit (CUBE) | 0.2 | $4.8M | +48% | 113k | 42.50 |
|
| Yelp Inc cl a (YELP) | 0.2 | $4.7M | +90% | 138k | 34.27 |
|
| State Street ETF/USA Etp (HYMB) | 0.2 | $4.7M | 189k | 24.78 |
|
|
| Ingredion Incorporated (INGR) | 0.2 | $4.6M | +45% | 34k | 135.61 |
|
| Oneok (OKE) | 0.2 | $4.6M | 56k | 81.64 |
|
|
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $4.6M | +23% | 43k | 106.13 |
|
| State Street ETF/USA Etp (GII) | 0.2 | $4.5M | -25% | 68k | 67.34 |
|
| First Trust ETFs/USA Etp (SDVY) | 0.2 | $4.5M | +19% | 129k | 35.28 |
|
| Vanguard ETF/USA Etp (VYM) | 0.2 | $4.5M | +49% | 34k | 133.31 |
|
| G-III Apparel (GIII) | 0.2 | $4.3M | +106% | 194k | 22.40 |
|
| iShares ETFs/USA Etp (SMMD) | 0.1 | $4.2M | +26% | 62k | 67.78 |
|
| General Dynamics Corporation (GD) | 0.1 | $4.2M | +3% | 14k | 291.66 |
|
| Carter's (CRI) | 0.1 | $4.0M | +117% | 134k | 30.13 |
|
| Nucor Corporation (NUE) | 0.1 | $3.9M | +62% | 30k | 129.55 |
|
| Waste Management (WM) | 0.1 | $3.8M | -3% | 17k | 228.83 |
|
| McDonald's Corporation (MCD) | 0.1 | $3.7M | -56% | 13k | 292.15 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.7M | +4% | 17k | 218.66 |
|
| State Street ETF/USA Etp (XLB) | 0.1 | $3.5M | +11% | 40k | 87.80 |
|
| iShares ETFs/USA Etp (IYJ) | 0.1 | $3.4M | +22% | 24k | 142.31 |
|
| Netflix (NFLX) | 0.1 | $3.4M | 2.6k | 1339.20 |
|
|
| Schwab Strategic Trust Etp (SCHM) | 0.1 | $3.4M | +3966% | 122k | 28.05 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.4M | -61% | 25k | 136.03 |
|
| Aon (AON) | 0.1 | $3.4M | 9.4k | 356.74 |
|
|
| iShares ETFs/USA Etp (USMV) | 0.1 | $3.3M | -3% | 36k | 93.86 |
|
| Lam Research (LRCX) | 0.1 | $3.3M | +8% | 34k | 97.34 |
|
| Fidelity Covington Trust Etp (FDIS) | 0.1 | $3.3M | +25% | 35k | 94.08 |
|
| McKesson Corporation (MCK) | 0.1 | $3.2M | -32% | 4.3k | 732.87 |
|
| Goldman Sachs (GS) | 0.1 | $3.2M | +11% | 4.5k | 707.72 |
|
| State Street ETF/USA Etp (XLF) | 0.1 | $3.1M | -22% | 59k | 52.37 |
|
| Booking Holdings (BKNG) | 0.1 | $3.0M | +5% | 515.00 | 5784.47 |
|
| AmerisourceBergen (COR) | 0.1 | $2.9M | -34% | 9.8k | 299.83 |
|
| Kroger (KR) | 0.1 | $2.9M | -4% | 40k | 71.73 |
|
| State Street ETF/USA Etp (XLI) | 0.1 | $2.8M | -10% | 19k | 147.54 |
|
| State Street ETF/USA Etp (XLU) | 0.1 | $2.8M | -10% | 35k | 81.65 |
|
| At&t (T) | 0.1 | $2.8M | 97k | 28.94 |
|
|
| RBB ETFs/F/m Investments Etp (TBIL) | 0.1 | $2.7M | +4% | 54k | 49.99 |
|
| Coca-Cola Company (KO) | 0.1 | $2.7M | -6% | 38k | 70.74 |
|
| iShares ETFs/USA Etp (IYF) | 0.1 | $2.7M | -53% | 22k | 121.01 |
|
| Nushares ETF Trust Etp (NULV) | 0.1 | $2.5M | -7% | 59k | 41.91 |
|
| Mr Cooper Group (COOP) | 0.1 | $2.4M | 16k | 149.22 |
|
|
| TJX Companies (TJX) | 0.1 | $2.4M | -67% | 19k | 123.49 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.4M | +6% | 17k | 141.87 |
|
| State Street ETF/USA Etp (XLRE) | 0.1 | $2.3M | 56k | 41.42 |
|
|
| Vanguard ETF/USA Etp (VDE) | 0.1 | $2.3M | +16% | 19k | 119.12 |
|
| Emerson Electric (EMR) | 0.1 | $2.2M | 17k | 133.33 |
|
|
| Brown & Brown (BRO) | 0.1 | $2.2M | 20k | 110.85 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | +12% | 3.2k | 698.40 |
|
| SYSCO Corporation (SYY) | 0.1 | $2.2M | +7% | 29k | 75.73 |
|
| Schwab Strategic Trust Etp (SCHB) | 0.1 | $2.1M | -50% | 90k | 23.83 |
|
| General Electric (GE) | 0.1 | $2.1M | -75% | 8.3k | 257.46 |
|
| Vanguard ETF/USA Etp (VT) | 0.1 | $2.1M | 17k | 128.49 |
|
|
| iShares ETFs/USA Etp (IJK) | 0.1 | $2.1M | +40% | 23k | 90.96 |
|
| SYNNEX Corporation (SNX) | 0.1 | $2.1M | +28% | 15k | 135.67 |
|
| State Street ETF/USA Etp (MDYV) | 0.1 | $2.1M | +38% | 26k | 79.41 |
|
| iShares ETFs/USA Etp (EFA) | 0.1 | $2.1M | +6% | 23k | 89.37 |
|
| International Business Machines (IBM) | 0.1 | $2.0M | -2% | 6.9k | 294.74 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.0M | +8% | 12k | 166.08 |
|
| Reliance Steel & Aluminum (RS) | 0.1 | $2.0M | +15% | 6.2k | 313.95 |
|
| Performance Food (PFGC) | 0.1 | $1.9M | +16% | 22k | 87.47 |
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $1.9M | 2.2k | 896.01 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.1 | $1.9M | -2% | 18k | 105.63 |
|
| Fidelity Covington Trust Etp (FHLC) | 0.1 | $1.9M | +1675% | 30k | 63.94 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.9M | -63% | 25k | 74.32 |
|
| iShares ETFs/USA Etp (EAGG) | 0.1 | $1.9M | 39k | 47.53 |
|
|
| Amplify Investments LLC/ETF Etp (BLOK) | 0.1 | $1.8M | -75% | 32k | 57.10 |
|
| Nushares ETF Trust Etp (NULG) | 0.1 | $1.8M | -5% | 19k | 93.97 |
|
| Darden Restaurants (DRI) | 0.1 | $1.7M | -2% | 7.9k | 218.02 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $1.7M | -2% | 7.1k | 241.38 |
|
| iShares ETFs/USA Etp (DSI) | 0.1 | $1.7M | -5% | 14k | 116.18 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.6M | 21k | 80.14 |
|
|
| iShares ETFs/USA Etp (IYW) | 0.1 | $1.6M | +30% | 9.4k | 173.28 |
|
| Nortonlifelock (GEN) | 0.1 | $1.6M | +9% | 56k | 29.41 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.6M | +7% | 34k | 47.32 |
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | 4.1k | 395.49 |
|
|
| JP Morgan ETFs/USA Etp (JPST) | 0.1 | $1.6M | -17% | 31k | 50.68 |
|
| Philip Morris International (PM) | 0.1 | $1.6M | -3% | 8.6k | 182.09 |
|
| Steel Dynamics (STLD) | 0.1 | $1.5M | -6% | 12k | 128.01 |
|
| Schwab Strategic Trust Etp (SCHX) | 0.1 | $1.5M | +27108% | 62k | 24.44 |
|
| WisdomTree ETFs/USA Etp (DEM) | 0.1 | $1.5M | 33k | 45.28 |
|
|
| Nexstar Broadcasting (NXST) | 0.1 | $1.5M | 8.5k | 172.90 |
|
|
| Sylvamo Corp (SLVM) | 0.1 | $1.5M | +38% | 29k | 50.11 |
|
| EOG Resources (EOG) | 0.1 | $1.5M | -74% | 12k | 119.65 |
|
| Berkshire Hathaway (BRK.A) | 0.1 | $1.5M | NEW | 2.00 | 729000.00 |
|
| iShares ETFs/USA Etp (HEFA) | 0.1 | $1.4M | -95% | 38k | 37.95 |
|
| Select Medical Holdings Corporation (SEM) | 0.1 | $1.4M | +99% | 95k | 15.18 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.4M | -17% | 7.9k | 179.58 |
|
| Medpace Hldgs (MEDP) | 0.0 | $1.4M | NEW | 4.4k | 313.75 |
|
| Progressive Corporation (PGR) | 0.0 | $1.4M | -2% | 5.2k | 266.82 |
|
| State Street ETF/USA Etp (TFI) | 0.0 | $1.4M | -49% | 31k | 44.67 |
|
| Vanguard ETF/USA Etp (VEA) | 0.0 | $1.3M | +2% | 24k | 57.01 |
|
| iShares ETFs/USA Etp (IWM) | 0.0 | $1.3M | -15% | 6.2k | 215.78 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $1.3M | -5% | 8.6k | 154.06 |
|
| State Street ETF/USA Etp (XLV) | 0.0 | $1.3M | -47% | 9.8k | 134.81 |
|
| Linde (LIN) | 0.0 | $1.3M | 2.8k | 469.21 |
|
|
| State Street ETF/USA Etp (XLY) | 0.0 | $1.3M | -34% | 6.0k | 217.33 |
|
| Citigroup (C) | 0.0 | $1.3M | +12% | 15k | 85.12 |
|
| Equifax (EFX) | 0.0 | $1.3M | 5.0k | 259.34 |
|
|
| Fidelity Covington Trust Etp (FCOM) | 0.0 | $1.3M | +12% | 20k | 64.80 |
|
| Vanguard ETF/USA Etp (VOX) | 0.0 | $1.3M | +26% | 7.5k | 171.05 |
|
| Uber Technologies (UBER) | 0.0 | $1.3M | -11% | 14k | 93.29 |
|
| Novartis (NVS) | 0.0 | $1.3M | 10k | 120.98 |
|
|
| Dimensional ETF Trust Etp (DFAS) | 0.0 | $1.2M | -78% | 19k | 63.72 |
|
| State Street ETF/USA Etp (XLP) | 0.0 | $1.2M | -50% | 15k | 80.94 |
|
| Analog Devices (ADI) | 0.0 | $1.2M | 5.1k | 238.07 |
|
|
| Boeing Company (BA) | 0.0 | $1.2M | +21% | 5.8k | 209.56 |
|
| Rb Global (RBA) | 0.0 | $1.2M | -3% | 11k | 106.17 |
|
| Dollar General (DG) | 0.0 | $1.2M | -18% | 11k | 114.33 |
|
| Servicenow (NOW) | 0.0 | $1.2M | 1.2k | 1028.18 |
|
|
| Walt Disney Company (DIS) | 0.0 | $1.2M | +4% | 9.6k | 124.03 |
|
| Invesco ETFs/USA Etp (QQQ) | 0.0 | $1.2M | -39% | 2.1k | 551.72 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $1.1M | -9% | 3.3k | 343.49 |
|
| State Street ETF/USA Etp (GLDM) | 0.0 | $1.1M | -11% | 17k | 65.53 |
|
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- CX Institutional 2025 Q2 restated filed July 16, 2025
- CX Institutional 2025 Q2 filed July 11, 2025
- CX Institutional 2025 Q1 filed April 15, 2025
- CX Institutional 2024 Q4 filed Jan. 21, 2025
- CX Institutional 2024 Q3 filed Oct. 11, 2024
- CX Institutional 2024 Q2 filed July 11, 2024
- CX Institutional 2024 Q1 filed April 15, 2024
- CX Institutional 2023 Q4 filed Jan. 12, 2024
- CX Institutional 2023 Q3 filed Oct. 18, 2023
- CX Institutional 2023 Q2 filed July 26, 2023
- CX Institutional 2023 Q1 filed May 4, 2023
- CX Institutional 2022 Q4 filed Feb. 3, 2023
- CX Institutional 2022 Q3 filed Nov. 4, 2022
- CX Institutional 2022 Q2 filed Aug. 2, 2022
- CX Institutional 2022 Q1 filed May 9, 2022
- CX Institutional 2021 Q4 filed Jan. 18, 2022