CX Institutional

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for CX Institutional

Companies in the CX Institutional portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.9 $49M 103k 476.99
Vanguard Index Fds Mid Cap Etf (VO) 3.8 $48M +4% 187k 254.77
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.7 $34M -27% 1.1M 32.05
Vanguard Index Fds Large Cap Etf (VV) 2.3 $30M +2% 133k 221.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $27M -3% 329k 80.83
American Centy Etf Tr Diversified Mu (TAXF) 2.0 $25M +24% 457k 55.25
Ishares Tr Core S&p Us Gwt (IUSG) 1.8 $23M +5% 195k 115.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.7 $21M -21% 387k 55.16
Vanguard Index Fds Small Cp Etf (VB) 1.7 $21M 92k 226.01
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.6 $20M +33% 199k 100.04
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.5 $19M +18% 372k 51.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $19M +10% 218k 85.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $18M +3% 244k 73.22
Ishares Tr Core Msci Eafe (IEFA) 1.4 $17M +19% 231k 74.64

Setup an alert

CX Institutional will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Msci World Etf (URTH) 1.2 $15M +2% 111k 135.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $15M +9649% 293k 50.38
Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $14M +6% 105k 129.12
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $13M +5% 78k 167.93
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.0 $13M +20% 261k 49.18
Proshares Tr Invt Int Rt Hg (IGHG) 1.0 $12M +10% 165k 74.37
Ishares Tr National Mun Etf (MUB) 0.9 $12M +14% 102k 116.28
Spdr Ser Tr Portfli Mortgage (SPMB) 0.9 $12M NEW 463k 25.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $12M +9% 39k 305.59
Vanguard World Mega Grwth Ind (MGK) 0.9 $11M +9% 44k 260.76
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $11M -11% 155k 73.09
Microsoft Corporation (MSFT) 0.9 $11M 32k 336.31
Vanguard Index Fds Growth Etf (VUG) 0.9 $11M -34% 34k 320.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $11M +24% 42k 254.63
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.8 $10M +16% 196k 51.27
Apple (AAPL) 0.8 $9.9M 56k 177.56
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $9.8M +6% 48k 204.43
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.8 $9.5M +18% 90k 105.81
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $9.5M +12% 104k 90.61
Select Sector Spdr Tr Technology (XLK) 0.7 $9.2M -4% 53k 173.86
Ishares Tr Msci Intl Moment (IMTM) 0.7 $8.8M +25% 231k 38.03
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $8.5M -13% 105k 80.90
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $8.4M +24% 56k 150.33
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.6 $8.2M -5% 162k 50.48
Wisdomtree Tr Us Midcap Divid (DON) 0.6 $8.0M +2% 180k 44.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $8.0M +15% 190k 42.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $7.6M -54% 80k 95.13
Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) 0.6 $7.3M +2% 182k 40.04
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $7.3M +101% 110k 66.04
Select Sector Spdr Tr Financial (XLF) 0.6 $7.2M -11% 185k 39.05
Select Sector Spdr Tr Communication (XLC) 0.6 $6.9M -8% 89k 77.68
Ishares Tr Msci Eafe Etf (EFA) 0.5 $6.8M 87k 78.68
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.5 $6.8M +74% 133k 51.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $6.6M +26% 134k 49.46
Ishares Tr Hdg Msci Eafe (HEFA) 0.5 $6.5M -36% 183k 35.33
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.5 $6.4M -5% 131k 49.17
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $6.4M +20240% 128k 49.74
Pfizer (PFE) 0.5 $6.3M +209% 107k 59.05
UnitedHealth (UNH) 0.5 $6.3M +9% 13k 502.13
Northrop Grumman Corporation (NOC) 0.5 $6.2M +38% 16k 387.11
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $6.2M +16447% 139k 44.69
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $6.2M -49% 111k 55.83
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $6.2M 203k 30.43
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $6.1M 22k 281.79
Cisco Systems (CSCO) 0.5 $5.7M +28% 91k 63.37
Wal-Mart Stores (WMT) 0.5 $5.7M +26% 39k 144.70
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $5.7M +14% 36k 156.64
Procter & Gamble Company (PG) 0.4 $5.6M -13% 35k 163.58
Ishares Tr Micro-cap Etf (IWC) 0.4 $5.6M -12% 40k 139.73
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $5.5M 72k 76.76
Johnson & Johnson (JNJ) 0.4 $5.4M -12% 32k 171.07
Costco Wholesale Corporation (COST) 0.4 $5.4M 9.6k 567.73
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $5.3M +4% 47k 114.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $5.2M -13% 125k 41.49
Ishares Msci Cda Etf (EWC) 0.4 $5.1M 132k 38.43
Amgen (AMGN) 0.4 $5.0M +52% 22k 224.96
Ishares Msci France Etf (EWQ) 0.4 $5.0M 128k 38.88
Ishares Msci Italy Etf (EWI) 0.4 $4.9M 151k 32.81
Ishares Msci Netherl Etf (EWN) 0.4 $4.9M -2% 98k 50.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $4.9M -15% 56k 87.01
McDonald's Corporation (MCD) 0.4 $4.8M +53% 18k 268.07
Ishares Msci Emerg Mrkt (EEMV) 0.4 $4.8M 77k 62.81
Ishares Tr Msci Uk Etf New (EWU) 0.4 $4.8M +41335% 145k 33.14
Ishares Tr Msci Norway Etf (ENOR) 0.4 $4.8M -3% 165k 29.13
Coca-Cola Company (KO) 0.4 $4.8M +51% 81k 59.21
Activision Blizzard (ATVI) 0.4 $4.7M +72% 71k 66.53
Ishares Msci Germany Etf (EWG) 0.4 $4.7M 143k 32.78
Spdr Ser Tr Portfolio Crport (SPBO) 0.4 $4.7M NEW 135k 34.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $4.7M +3% 26k 178.83
Ishares Msci Aust Etf (EWA) 0.4 $4.7M 188k 24.83
Alphabet Cap Stk Cl A (GOOGL) 0.4 $4.7M -2% 1.6k 2897.02
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.4 $4.6M 86k 54.09
Amazon (AMZN) 0.4 $4.6M 1.4k 3334.54
Ishares Msci Jpn Etf New (EWJ) 0.4 $4.5M +345% 67k 66.96
Ishares Tr Msci India Etf (INDA) 0.4 $4.5M +12% 97k 45.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.4M +4% 31k 140.90
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $4.4M +5% 140k 31.18
Lockheed Martin Corporation (LMT) 0.3 $4.4M +35% 12k 355.44
Aon Shs Cl A (AON) 0.3 $4.3M NEW 14k 300.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $4.2M +15% 54k 77.10
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.3 $4.1M -55% 58k 71.49
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $4.1M +43% 7.6k 542.33
Mondelez Intl Cl A (MDLZ) 0.3 $4.0M +79% 61k 66.31
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $4.0M +9% 78k 51.82
Nextera Energy (NEE) 0.3 $3.9M +59% 42k 93.36
Ishares Tr Us Trsprtion (IYT) 0.3 $3.8M +60% 14k 276.46
Altria (MO) 0.3 $3.8M +94% 81k 47.39
Colgate-Palmolive Company (CL) 0.3 $3.8M +78% 44k 85.33
Spdr Ser Tr S&p Ins Etf (KIE) 0.3 $3.7M +63% 92k 40.38
Constellation Brands Cl A (STZ) 0.3 $3.7M +72% 15k 250.98
Newmont Mining Corporation (NEM) 0.3 $3.7M +90% 59k 62.03
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $3.6M +2% 51k 71.57
Illinois Tool Works (ITW) 0.3 $3.6M +58% 15k 246.79
Ametek (AME) 0.3 $3.6M +98% 25k 147.03
Motorola Solutions Com New (MSI) 0.3 $3.5M +76% 13k 271.73
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $3.5M +3% 81k 43.32
Select Sector Spdr Tr Energy (XLE) 0.3 $3.5M +11% 63k 55.51
Baxter International (BAX) 0.3 $3.5M +91% 41k 85.85
D.R. Horton (DHI) 0.3 $3.5M +36% 32k 108.45
Hershey Company (HSY) 0.3 $3.5M +54% 18k 193.44
Vulcan Materials Company (VMC) 0.3 $3.4M +79% 17k 207.60
Merck & Co (MRK) 0.3 $3.4M +44% 45k 76.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.4M -2% 12k 299.01
Cigna Corp (CI) 0.3 $3.4M +3910% 15k 229.61
S&p Global (SPGI) 0.3 $3.4M +31% 7.1k 471.94
Allegion Ord Shs (ALLE) 0.3 $3.3M +75% 25k 132.43
McKesson Corporation (MCK) 0.3 $3.3M +24% 13k 248.57
Citizens Financial (CFG) 0.3 $3.3M +86% 70k 47.25
Honeywell International (HON) 0.3 $3.2M +88% 16k 208.49
Meta Platforms Cl A (FB) 0.3 $3.2M +2% 9.5k 336.36
Pepsi (PEP) 0.3 $3.2M -9% 18k 173.74
Waste Management (WM) 0.2 $3.1M 19k 166.90
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.0M -3% 27k 112.99
Exxon Mobil Corporation (XOM) 0.2 $3.0M 49k 61.19
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.2 $3.0M 64k 46.44
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $3.0M +149% 56k 52.69
Tyson Foods Cl A (TSN) 0.2 $2.9M +20% 34k 87.16
Chevron Corporation (CVX) 0.2 $2.9M +3% 24k 117.37
Qualcomm (QCOM) 0.2 $2.8M +601% 15k 182.86
Ishares Msci Frontier (FM) 0.2 $2.7M +59% 80k 34.51
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.2 $2.7M -12% 27k 102.02
Visa Com Cl A (V) 0.2 $2.7M +10% 13k 216.72
Best Buy (BBY) 0.2 $2.7M +62% 27k 101.60
Gilead Sciences (GILD) 0.2 $2.7M -28% 37k 72.62
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.7M 12k 222.45
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $2.7M -13% 79k 33.57
Home Depot (HD) 0.2 $2.6M -48% 6.4k 415.02
Comcast Corp Cl A (CMCSA) 0.2 $2.6M +20% 52k 50.32
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $2.5M -35% 28k 91.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $2.5M -2% 43k 58.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.5M -3% 15k 163.77
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $2.5M 68k 36.15
Vaneck Etf Trust Social Sentiment (BUZZ) 0.2 $2.5M -10% 105k 23.31
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.3M 804.00 2893.03
Viacomcbs CL B (VIAC) 0.2 $2.2M +100% 73k 30.18
Ishares Tr Mrngstr Inc Etf (IYLD) 0.2 $2.2M +97% 91k 24.03
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $2.2M +119% 19k 116.16
First Tr Exchange-traded Multi Asset Di (MDIV) 0.2 $2.1M +108% 129k 16.60
Twilio Cl A (TWLO) 0.2 $2.1M +93% 7.9k 263.37
Adobe Systems Incorporated (ADBE) 0.2 $2.0M +498% 3.6k 567.11
Paypal Holdings (PYPL) 0.2 $2.0M +31% 11k 188.57
JPMorgan Chase & Co. (JPM) 0.1 $1.8M 12k 158.37
Abbvie (ABBV) 0.1 $1.8M +3% 13k 135.42
Mastercard Incorporated Cl A (MA) 0.1 $1.8M +159% 5.0k 359.23
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.8M +10% 24k 72.49
Progressive Corporation (PGR) 0.1 $1.8M +5% 17k 102.64
General Dynamics Corporation (GD) 0.1 $1.7M 8.3k 208.53
Walt Disney Company (DIS) 0.1 $1.7M +348% 11k 154.92
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.7M +2% 23k 72.83
salesforce (CRM) 0.1 $1.6M +329% 6.4k 254.19
3M Company (MMM) 0.1 $1.6M 9.2k 177.66
First American Financial (FAF) 0.1 $1.6M 21k 78.23
Marsh & McLennan Companies (MMC) 0.1 $1.6M 9.2k 173.86
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.6M +57% 55k 28.79
Fidelity National Financial Fnf Group Com (FNF) 0.1 $1.5M 29k 52.17
Abbott Laboratories (ABT) 0.1 $1.5M 11k 140.70
Tesla Motors (TSLA) 0.1 $1.5M 1.4k 1056.83
Zions Bancorporation (ZION) 0.1 $1.5M -2% 23k 63.18
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $1.4M +53% 30k 47.57
Flexshares Tr Stoxx Globr Inf (NFRA) 0.1 $1.4M +62% 25k 57.36
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $1.4M 55k 25.67
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.4M 12k 111.98
Hasbro (HAS) 0.1 $1.4M +6% 14k 101.79
Advance Auto Parts (AAP) 0.1 $1.3M -46% 5.5k 239.82
Uber Technologies (UBER) 0.1 $1.3M +4587% 31k 41.94
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.3M -55% 2.8k 458.10
Brown & Brown (BRO) 0.1 $1.3M 18k 70.30
PerkinElmer (PKI) 0.1 $1.3M 6.3k 201.05
Equifax (EFX) 0.1 $1.3M 4.3k 292.89
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $1.2M -2% 24k 51.08
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.2M -54% 18k 68.65
Ringcentral Cl A (RNG) 0.1 $1.2M +21% 6.5k 187.39
Eli Lilly & Co. (LLY) 0.1 $1.2M +2% 4.3k 276.20
NetApp (NTAP) 0.1 $1.2M -3% 13k 92.03
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.2M -36% 22k 52.79
Charles River Laboratories (CRL) 0.1 $1.2M 3.1k 376.77
Vanguard World Fds Industrial Etf (VIS) 0.1 $1.2M -54% 5.7k 202.89
Allstate Corporation (ALL) 0.1 $1.1M -44% 9.6k 117.61
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.1M -55% 3.3k 340.82
Spdr Ser Tr S&p Homebuild (XHB) 0.1 $1.1M -56% 13k 85.80
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $1.1M NEW 11k 102.68
Ishares Tr Cybersecurity (IHAK) 0.1 $1.1M -23% 25k 44.60
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.1M NEW 26k 42.04
W.W. Grainger (GWW) 0.1 $1.1M 2.1k 518.38
Emerson Electric (EMR) 0.1 $1.1M -6% 12k 92.96
Vanguard World Fds Materials Etf (VAW) 0.1 $1.0M +657% 5.2k 196.96
Roku Com Cl A (ROKU) 0.1 $1.0M NEW 4.4k 228.15
Zillow Group Cl A (ZG) 0.1 $1.0M +26% 16k 62.21
Zoom Video Communications In Cl A (ZM) 0.1 $1.0M +28% 5.4k 183.93
Fastenal Company (FAST) 0.1 $967k -28% 15k 64.09
At&t (T) 0.1 $952k -40% 39k 24.59
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $928k NEW 17k 54.59
Sherwin-Williams Company (SHW) 0.1 $923k -36% 2.6k 352.29
Global X Fds Thmatc Gwt Etf (GXTG) 0.1 $902k NEW 20k 44.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $901k 2.00 450500.00
Ishares Tr Us Aer Def Etf (ITA) 0.1 $898k -55% 8.7k 102.83
Automatic Data Processing (ADP) 0.1 $898k -72% 3.6k 246.57
Copart (CPRT) 0.1 $856k -10% 5.6k 151.61
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $843k +43% 19k 44.01
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $835k +7% 33k 25.45
First Tr Exchange Traded Wtr Etf (FIW) 0.1 $835k +37% 8.8k 94.84
Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $817k +49% 8.9k 91.95
NVIDIA Corporation (NVDA) 0.1 $803k -4% 2.7k 294.14
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $798k +41% 15k 53.98
Evergy (EVRG) 0.1 $790k 12k 68.62
Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $788k +36% 8.3k 95.45
Kimberly-Clark Corporation (KMB) 0.1 $787k 5.5k 142.99
Novartis Sponsored Adr (NVS) 0.1 $772k -13% 8.8k 87.46
Dover Corporation (DOV) 0.1 $770k 4.2k 181.52
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $726k 11k 68.55
Accenture Plc Ireland Shs Class A (ACN) 0.1 $707k +3% 1.7k 414.42
State Street Corporation (STT) 0.1 $696k 7.5k 92.94
Oracle Corporation (ORCL) 0.1 $666k -76% 7.6k 87.20
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $651k 21k 30.99
Ishares Tr Modert Alloc Etf (AOM) 0.1 $643k -2% 14k 45.49
Ishares Tr Core Total Usd (IUSB) 0.1 $641k 12k 52.95
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $638k +38% 9.4k 68.02
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $619k 8.7k 70.81
Peloton Interactive Cl A Com (PTON) 0.0 $617k +30% 17k 35.77
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $594k +46% 28k 21.19
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $588k 23k 25.65
Netflix (NFLX) 0.0 $572k 949.00 602.74
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.0 $562k -5% 26k 21.40
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $562k +38% 7.3k 76.92
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $560k 14k 38.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $550k -96% 11k 50.71
Nike CL B (NKE) 0.0 $549k -5% 3.3k 166.67
Bank of America Corporation (BAC) 0.0 $548k +6% 12k 44.46
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $545k +46% 7.6k 71.42
Lowe's Companies (LOW) 0.0 $544k -78% 2.1k 258.68
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $544k 15k 36.92
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $531k -3% 10k 52.13
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $519k -14% 24k 21.65
Intuit (INTU) 0.0 $513k +3% 797.00 643.66
Trane Technologies SHS (TT) 0.0 $501k +2% 2.5k 202.18
Analog Devices (ADI) 0.0 $493k +2% 2.8k 175.82
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $486k 8.2k 59.25
Union Pacific Corporation (UNP) 0.0 $478k -81% 1.9k 251.71
Danaher Corporation (DHR) 0.0 $459k +5% 1.4k 328.80
Starbucks Corporation (SBUX) 0.0 $455k +5% 3.9k 116.88
Broadcom (AVGO) 0.0 $446k +11% 671.00 664.68
Linde SHS (LIN) 0.0 $430k +6% 1.2k 346.77
Quest Diagnostics Incorporated (DGX) 0.0 $429k 2.5k 173.05
Morgan Stanley Com New (MS) 0.0 $419k +2% 4.3k 98.17
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $410k 9.8k 42.00
American Express Company (AXP) 0.0 $407k -33% 2.5k 163.65
Wells Fargo & Company (WFC) 0.0 $399k +4% 8.3k 47.93
Zoetis Cl A (ZTS) 0.0 $398k -51% 1.6k 244.32
Thermo Fisher Scientific (TMO) 0.0 $387k +5% 580.00 667.24
Clorox Company (CLX) 0.0 $381k -40% 2.2k 174.13
Texas Instruments Incorporated (TXN) 0.0 $379k -43% 2.0k 188.37
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $368k +1194% 4.5k 82.18
Anthem (ANTM) 0.0 $366k -82% 789.00 463.88
Entegris (ENTG) 0.0 $365k 2.6k 138.57
Raytheon Technologies Corp (RTX) 0.0 $364k -7% 4.2k 86.11
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $361k -3% 11k 31.80
Goldman Sachs (GS) 0.0 $353k +5% 922.00 382.86
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $352k +3186% 2.6k 135.59
Advanced Micro Devices (AMD) 0.0 $351k +5% 2.4k 143.73
Stryker Corporation (SYK) 0.0 $350k -3% 1.3k 267.18
Lauder Estee Cos Cl A (EL) 0.0 $340k +10% 918.00 370.37
CVS Caremark Corporation (CVS) 0.0 $338k +8% 3.3k 103.24
American Tower Reit (AMT) 0.0 $335k +7% 1.1k 292.07
V.F. Corporation (VFC) 0.0 $328k +3% 4.5k 73.21
Genuine Parts Company (GPC) 0.0 $327k 2.3k 140.04
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $323k +2% 6.6k 49.17
United Parcel Service CL B (UPS) 0.0 $320k -82% 1.5k 214.05
Applied Materials (AMAT) 0.0 $319k +4% 2.0k 157.38
Philip Morris International (PM) 0.0 $318k -9% 3.3k 94.95
Wisdomtree Tr Futre Strat Fd (WTMF) 0.0 $317k -3% 8.9k 35.49
Air Products & Chemicals (APD) 0.0 $315k -18% 1.0k 304.35
Bristol Myers Squibb (BMY) 0.0 $314k -30% 5.0k 62.28
Intel Corporation (INTC) 0.0 $311k +2% 6.0k 51.50
Charles Schwab Corporation (SCHW) 0.0 $310k +13% 3.7k 84.03
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $309k +32% 21k 15.09
Healthcare Tr Amer Cl A New (HTA) 0.0 $308k 9.2k 33.42
Charter Communications Inc N Cl A (CHTR) 0.0 $299k 459.00 651.42
International Business Machines (IBM) 0.0 $297k +4% 2.2k 133.78
Prologis (PLD) 0.0 $278k +9% 1.7k 168.28
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $276k 13k 21.45
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $275k 13k 21.87
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $275k 13k 21.82
Carrier Global Corporation (CARR) 0.0 $270k +3% 5.0k 54.27
CSX Corporation (CSX) 0.0 $266k -86% 7.1k 37.63
Sap Se Spon Adr (SAP) 0.0 $266k 1.9k 140.00
Caterpillar (CAT) 0.0 $260k +30% 1.3k 206.84
Target Corporation (TGT) 0.0 $259k -6% 1.1k 231.46
Citigroup Com New (C) 0.0 $259k -23% 4.3k 60.47
Us Bancorp Del Com New (USB) 0.0 $255k 4.5k 56.20
Aramark Hldgs (ARMK) 0.0 $253k 6.9k 36.82
TJX Companies (TJX) 0.0 $248k -3% 3.3k 75.89
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.0 $237k -3% 6.7k 35.35
General Motors Company (GM) 0.0 $237k +5% 4.0k 58.61
Chubb (CB) 0.0 $234k 1.2k 193.71
BP Sponsored Adr (BP) 0.0 $233k -10% 8.7k 26.63
Masco Corporation (MAS) 0.0 $232k +5% 3.3k 70.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $232k -29% 1.6k 145.27
Paychex (PAYX) 0.0 $229k +6% 1.7k 136.72
Intercontinental Exchange (ICE) 0.0 $226k -90% 1.7k 136.47
ConocoPhillips (COP) 0.0 $224k +7% 3.1k 72.23
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $224k +2% 6.9k 32.32
Otis Worldwide Corp (OTIS) 0.0 $222k +4% 2.5k 87.13
Dollar General (DG) 0.0 $222k +64% 941.00 235.92
Arthur J. Gallagher & Co. (AJG) 0.0 $219k 1.3k 169.64
Crown Castle Intl (CCI) 0.0 $215k +4% 1.0k 208.94
Nasdaq Omx (NDAQ) 0.0 $214k -95% 1.0k 209.80
Duke Energy Corp Com New (DUK) 0.0 $213k +8% 2.0k 105.03
Shopify Cl A (SHOP) 0.0 $213k 155.00 1374.19
Norfolk Southern (NSC) 0.0 $212k -87% 713.00 297.34
Kellogg Company (K) 0.0 $209k -60% 3.2k 64.55
Chipotle Mexican Grill (CMG) 0.0 $208k +75% 119.00 1747.90
PNC Financial Services (PNC) 0.0 $208k -88% 1.0k 200.77
Rockwell Automation (ROK) 0.0 $208k -91% 595.00 349.58
Metropcs Communications (TMUS) 0.0 $204k -18% 1.8k 116.24
Broadridge Financial Solutions (BR) 0.0 $204k +2% 1.1k 182.96
Deere & Company (DE) 0.0 $201k -5% 587.00 342.42
Ivy High Income Opportunities (IVH) 0.0 $181k +23% 13k 13.90
Vector (VGR) 0.0 $143k -38% 12k 11.51
Douglas Elliman 0.0 $123k NEW 11k 11.49
Falcon Minerals Corp Cl A Com (FLMN) 0.0 $61k 13k 4.88

Past Filings by CX Institutional

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