CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPTI, VV, VO, BNDX, and represent 17.50% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: SPTI (+$36M), BNDX (+$21M), SDY (+$15M), TFI (+$12M), MUB (+$12M), ITM (+$11M), FLOT (+$10M), AAPL (+$8.1M), XLP (+$7.9M), DON (+$7.7M).
- Started 74 new stock positions in CUZ, ATEC, GLD, WWW, SLV, MYI, PTEN, AAN, NTNX, DXCM.
- Reduced shares in these 10 stocks: SPLG (-$27M), GBIL (-$19M), USMV (-$13M), VYM (-$10M), DLN (-$8.2M), IDV (-$7.1M), TOTL (-$6.7M), REGL (-$6.0M), SPTS (-$5.8M), SHY (-$5.6M).
- Sold out of its positions in Y, AFG, BWXT, BRK.A, BAH, Caesars Entertainment, CLNC, DORM, JETS, FHB.
- CX Institutional was a net buyer of stock by $126M.
- CX Institutional has $927M in assets under management (AUM), dropping by 21.74%.
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Portfolio Holdings for CX Institutional
Companies in the CX Institutional portfolio as of the September 2020 quarterly 13F filing
CX Institutional has 873 total positions. Only the first 250 positions are shown.
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- Download the CX Institutional September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares ETFs/USA Etp (IVV) | 4.1 | $38M | +3% | 113k | 336.06 | |
| State Street ETF/USA Etp (SPTI) | 3.9 | $37M | +31773% | 1.1M | 33.24 | |
| Vanguard ETF/USA Etp (VV) | 3.8 | $35M | -6% | 226k | 156.44 | |
| Vanguard ETF/USA Etp (VO) | 3.4 | $31M | 178k | 176.26 | ||
| Vanguard ETF/USA Etp (BNDX) | 2.3 | $21M | +38742% | 361k | 58.18 | |
| iShares ETFs/USA Etp (URTH) | 1.8 | $17M | +22% | 167k | 99.52 | |
| iShares ETFs/USA Etp (USMV) | 1.7 | $16M | -44% | 246k | 63.73 | |
| State Street ETF/USA Etp (SPTS) | 1.7 | $16M | -27% | 509k | 30.70 | |
| State Street ETF/USA Etp (SDY) | 1.7 | $16M | +8763% | 168k | 92.40 | |
| State Street ETF/USA Etp (TFI) | 1.5 | $14M | +433% | 275k | 51.92 | |
| Vanguard ETF/USA Etp (VUG) | 1.5 | $14M | -8% | 61k | 227.61 | |
| iShares ETFs/USA Etp (SHY) | 1.4 | $13M | -29% | 152k | 86.50 | |
| iShares ETFs/USA Etp (MUB) | 1.3 | $12M | +4596% | 101k | 115.91 | |
| Vaneck Amt-free Interm Muni Etp (ITM) | 1.2 | $12M | +58456% | 224k | 51.27 | |
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| Ishares Floating Rate Bond E Etp (FLOT) | 1.1 | $10M | +38593% | 206k | 50.72 | |
| Vanguard ETF/USA Etp (VB) | 1.1 | $10M | -6% | 66k | 153.80 | |
| iShares ETFs/USA Etp (EFAV) | 1.0 | $9.6M | 141k | 68.13 | ||
| State Street ETF/USA Etp (SPYV) | 1.0 | $9.5M | +40% | 314k | 30.20 | |
| State Street ETF/USA Etp (SHM) | 1.0 | $9.4M | +37% | 188k | 49.86 | |
| Apple (AAPL) | 1.0 | $9.3M | +655% | 81k | 115.81 | |
| State Street ETF/USA Etp (SPLG) | 0.9 | $8.5M | -75% | 216k | 39.35 | |
| State Street ETF/USA Etp (XLY) | 0.9 | $8.4M | -11% | 57k | 146.99 | |
| WisdomTree ETFs/USA Etp (DLN) | 0.9 | $8.2M | -50% | 85k | 97.04 | |
| State Street ETF/USA Etp (XLB) | 0.9 | $8.2M | -11% | 129k | 63.64 | |
| State Street ETF/USA Etp (XLK) | 0.9 | $8.2M | -11% | 70k | 116.69 | |
| State Street ETF/USA Etp (XLI) | 0.9 | $8.2M | -6% | 106k | 76.98 | |
| iShares ETFs/USA Etp (IEFA) | 0.9 | $8.1M | -23% | 134k | 60.28 | |
| State Street ETF/USA Etp (XLC) | 0.9 | $8.0M | -9% | 135k | 59.40 | |
| UnitedHealth (UNH) | 0.9 | $7.9M | +24% | 26k | 311.75 | |
| State Street ETF/USA Etp (XLP) | 0.9 | $7.9M | NEW | 124k | 64.10 | |
| WisdomTree ETFs/USA Etp (DON) | 0.8 | $7.8M | +8325% | 270k | 28.92 | |
| State Street ETF/USA Etp (XLV) | 0.8 | $7.8M | 74k | 105.48 | ||
| State Street ETF/USA Etp (XLF) | 0.8 | $7.6M | 317k | 24.07 | ||
| Ishares Mbs Etf Etp (MBB) | 0.8 | $7.2M | +38228% | 65k | 110.38 | |
| Amgen (AMGN) | 0.8 | $7.1M | +13% | 28k | 254.15 | |
| Comcast Corporation (CMCSA) | 0.8 | $7.0M | +19% | 151k | 46.26 | |
| State Street ETF/USA Etp (SPTM) | 0.8 | $7.0M | +36% | 170k | 40.89 | |
| ProShares ETFs/USA Etp (IGHG) | 0.7 | $6.8M | +48% | 95k | 71.47 | |
| Legg Mason ETF Investment Trus Etp (LVHD) | 0.7 | $6.4M | +471% | 217k | 29.62 | |
| Microsoft Corporation (MSFT) | 0.7 | $6.4M | +8% | 31k | 210.33 | |
| Ishares Iboxx High Yld Corp Etp (HYG) | 0.7 | $6.4M | +57% | 76k | 83.86 | |
| Oracle Corporation (ORCL) | 0.7 | $6.3M | +14% | 106k | 59.70 | |
| Ishares Iboxx Investment Gra Etp (LQD) | 0.7 | $6.1M | +37523% | 46k | 134.68 | |
| Goldman Sachs ETF Trust Etp (GIGB) | 0.6 | $6.0M | +6% | 109k | 55.15 | |
| Pepsi (PEP) | 0.6 | $6.0M | +6% | 43k | 138.61 | |
| Honeywell International (HON) | 0.6 | $5.6M | +130% | 34k | 164.61 | |
| Vanguard ETF/USA Etp (VOT) | 0.6 | $5.5M | -23% | 31k | 180.14 | |
| Wal-Mart Stores (WMT) | 0.6 | $5.5M | +24% | 39k | 139.90 | |
| Johnson & Johnson (JNJ) | 0.6 | $5.3M | +148% | 36k | 148.89 | |
| WisdomTree ETFs/USA Etp (DEM) | 0.6 | $5.2M | +7004% | 148k | 35.24 | |
| Home Depot (HD) | 0.5 | $5.1M | +129% | 18k | 277.71 | |
| Waste Management (WM) | 0.5 | $4.9M | +20% | 43k | 113.16 | |
| iShares ETFs/USA Etp (AGG) | 0.5 | $4.8M | +14% | 41k | 118.04 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $4.6M | +62% | 12k | 383.29 | |
| Coca-Cola Company (KO) | 0.5 | $4.6M | +39% | 94k | 49.37 | |
| iShares ETFs/USA Etp (SCZ) | 0.5 | $4.6M | 78k | 58.99 | ||
| Northrop Grumman Corporation (NOC) | 0.5 | $4.4M | +69% | 14k | 315.47 | |
| iShares ETFs/USA Etp (EEMV) | 0.5 | $4.2M | 77k | 55.18 | ||
| General Dynamics Corporation (GD) | 0.4 | $4.1M | +59% | 30k | 138.42 | |
| Vanguard ETF/USA Etp (MGC) | 0.4 | $4.0M | +19% | 34k | 119.91 | |
| Pfizer (PFE) | 0.4 | $4.0M | +310% | 110k | 36.70 | |
| Goldman Sachs ETF Trust Etp (GBIL) | 0.4 | $4.0M | -82% | 40k | 100.41 | |
| Vanguard ETF/USA Etp (VOE) | 0.4 | $4.0M | +22% | 39k | 101.38 | |
| Merck & Co (MRK) | 0.4 | $3.9M | +394% | 47k | 82.95 | |
| iShares ETFs/USA Etp (IMTM) | 0.4 | $3.8M | -3% | 112k | 33.98 | |
| W.W. Grainger (GWW) | 0.4 | $3.7M | +363% | 10k | 356.74 | |
| Huntington Ingalls Inds (HII) | 0.4 | $3.6M | +96% | 26k | 140.73 | |
| JP Morgan ETFs/USA Etp (JMST) | 0.4 | $3.5M | NEW | 69k | 50.98 | |
| iShares ETFs/USA Etp (ICSH) | 0.4 | $3.4M | NEW | 68k | 50.56 | |
| Mondelez Int (MDLZ) | 0.4 | $3.4M | +43% | 58k | 57.45 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.3M | +14% | 35k | 96.26 | |
| Union Pacific Corporation (UNP) | 0.4 | $3.3M | +1686% | 17k | 196.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.4 | $3.3M | +1457% | 5.2k | 624.26 | |
| Expeditors International of Washington (EXPD) | 0.3 | $3.2M | +4261% | 35k | 90.53 | |
| State Street ETF/USA Etp (SPIB) | 0.3 | $3.2M | +5% | 86k | 36.75 | |
| Caterpillar (CAT) | 0.3 | $3.2M | +4035% | 21k | 149.13 | |
| Cummins (CMI) | 0.3 | $3.1M | +6322% | 15k | 211.13 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $3.1M | +2886% | 22k | 142.81 | |
| Paccar (PCAR) | 0.3 | $3.0M | +28% | 36k | 85.27 | |
| Republic Services (RSG) | 0.3 | $3.0M | +43% | 33k | 93.36 | |
| Cisco Systems (CSCO) | 0.3 | $3.0M | +357% | 77k | 39.36 | |
| Metropcs Communications (TMUS) | 0.3 | $3.0M | +28% | 26k | 114.36 | |
| A. O. Smith Corporation (AOS) | 0.3 | $3.0M | +27% | 57k | 52.80 | |
| Illinois Tool Works (ITW) | 0.3 | $3.0M | +2709% | 15k | 193.19 | |
| Packaging Corporation of America (PKG) | 0.3 | $2.9M | +39% | 27k | 109.05 | |
| Vanguard ETF/USA Etp (VBK) | 0.3 | $2.9M | -25% | 14k | 214.92 | |
| At&t (T) | 0.3 | $2.9M | +4390% | 102k | 28.51 | |
| Dollar General (DG) | 0.3 | $2.9M | +6179% | 14k | 209.61 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.9M | +32% | 27k | 105.57 | |
| Tractor Supply Company (TSCO) | 0.3 | $2.9M | +4% | 20k | 143.32 | |
| Aon | 0.3 | $2.9M | 14k | 206.30 | ||
| Bank of America Corporation (BAC) | 0.3 | $2.8M | +2419% | 116k | 24.09 | |
| Kellogg Company (K) | 0.3 | $2.8M | +1518% | 43k | 64.59 | |
| Morgan Stanley (MS) | 0.3 | $2.8M | +13% | 57k | 48.35 | |
| iShares ETFs/USA Etp (IUSG) | 0.3 | $2.8M | -3% | 35k | 79.98 | |
| Kroger (KR) | 0.3 | $2.7M | +3261% | 80k | 33.91 | |
| Robert Half International (RHI) | 0.3 | $2.7M | +16% | 51k | 52.93 | |
| Nasdaq Omx (NDAQ) | 0.3 | $2.7M | +12164% | 22k | 122.71 | |
| Goldman Sachs (GS) | 0.3 | $2.7M | +5276% | 13k | 201.00 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.7M | -41% | 7.6k | 355.03 | |
| Tyson Foods (TSN) | 0.3 | $2.7M | +50% | 45k | 59.48 | |
| AmerisourceBergen (ABC) | 0.3 | $2.6M | +44% | 27k | 96.92 | |
| Procter & Gamble Company (PG) | 0.3 | $2.6M | +22% | 19k | 139.01 | |
| American Express Company (AXP) | 0.3 | $2.6M | -39% | 26k | 100.23 | |
| McKesson Corporation (MCK) | 0.3 | $2.6M | +15252% | 17k | 148.95 | |
| Leidos Holdings (LDOS) | 0.3 | $2.6M | +82500% | 29k | 89.14 | |
| CBOE Holdings (CBOE) | 0.3 | $2.6M | +54730% | 29k | 87.75 | |
| iShares ETFs/USA Etp (INDA) | 0.3 | $2.5M | -10% | 75k | 33.86 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $2.5M | +40% | 74k | 34.34 | |
| iShares ETFs/USA Etp (EDEN) | 0.3 | $2.5M | NEW | 29k | 84.67 | |
| Walgreen Boots Alliance (WBA) | 0.3 | $2.4M | +70% | 67k | 35.92 | |
| Amazon (AMZN) | 0.3 | $2.4M | +17% | 754.00 | 3148.54 | |
| iShares ETFs/USA Etp (ENOR) | 0.3 | $2.4M | NEW | 114k | 20.64 | |
| iShares ETFs/USA Etp (EFA) | 0.3 | $2.3M | 37k | 63.66 | ||
| Progressive Corporation (PGR) | 0.3 | $2.3M | -50% | 25k | 94.68 | |
| iShares ETFs/USA Etp (EWC) | 0.3 | $2.3M | -7% | 85k | 27.41 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.3M | +49% | 98k | 23.51 | |
| Darden Restaurants (DRI) | 0.2 | $2.3M | +111% | 23k | 100.73 | |
| iShares ETFs/USA Etp (EWK) | 0.2 | $2.3M | -5% | 134k | 17.05 | |
| iShares ETFs/USA Etp (EWH) | 0.2 | $2.3M | 103k | 21.92 | ||
| Ishares Msci New Zealand Etf Etp (ENZL) | 0.2 | $2.3M | -12% | 39k | 57.54 | |
| Vanguard ETF/USA Etp (VBR) | 0.2 | $2.2M | +34% | 20k | 110.62 | |
| Nuveen ETFs/USA Etp (NUBD) | 0.2 | $2.2M | +90% | 83k | 26.92 | |
| Magellan Midstre MLP (MMP) | 0.2 | $2.2M | 64k | 34.20 | ||
| Schwab ETFs/USA Etp (SCHB) | 0.2 | $2.2M | +40% | 27k | 79.62 | |
| Global X ETFs/USA Etp (PGAL) | 0.2 | $2.1M | -4% | 238k | 8.98 | |
| Ishares Msci Brazil Etf Etp (EWZ) | 0.2 | $2.1M | -10% | 77k | 27.66 | |
| iShares ETFs/USA Etp (ERUS) | 0.2 | $2.1M | +49291% | 65k | 32.46 | |
| iShares ETFs/USA Etp (HEFA) | 0.2 | $2.0M | 74k | 27.55 | ||
| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | -24% | 35k | 57.55 | |
| Foot Locker (FL) | 0.2 | $2.0M | +101% | 60k | 33.03 | |
| Vanguard ETF/USA Etp (VWO) | 0.2 | $2.0M | 46k | 43.24 | ||
| Delta Air Lines (DAL) | 0.2 | $2.0M | +165% | 64k | 30.57 | |
| Fifth Third Ban (FITB) | 0.2 | $1.9M | +124% | 91k | 21.29 | |
| Anthem (ANTM) | 0.2 | $1.9M | -34% | 7.0k | 268.52 | |
| Humana (HUM) | 0.2 | $1.9M | +53% | 4.5k | 413.84 | |
| iShares ETFs/USA Etp (SOXX) | 0.2 | $1.8M | -18% | 6.0k | 304.66 | |
| Spdr S&p Homebuilders Etf Etp (XHB) | 0.2 | $1.8M | +99361% | 34k | 53.88 | |
| Vanguard ETF/USA Etp (VGT) | 0.2 | $1.8M | -12% | 5.8k | 311.49 | |
| State Street ETF/USA Etp (SPMD) | 0.2 | $1.8M | -3% | 55k | 32.62 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $1.8M | +134% | 194k | 9.17 | |
| Citizens Financial (CFG) | 0.2 | $1.8M | +124% | 70k | 25.29 | |
| U.S. Bancorp (USB) | 0.2 | $1.8M | -34% | 49k | 35.86 | |
| Vanguard ETF/USA Etp (VAW) | 0.2 | $1.8M | -15% | 13k | 134.64 | |
| Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) | 0.2 | $1.8M | +16% | 19k | 91.53 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | +5% | 12k | 148.03 | |
| Key (KEY) | 0.2 | $1.7M | +130% | 145k | 11.93 | |
| iShares ETFs/USA Etp (IHF) | 0.2 | $1.7M | -7% | 8.4k | 201.86 | |
| Spdr S&p Metals & Mining Etf Etp (XME) | 0.2 | $1.7M | +102188% | 72k | 23.24 | |
| State Street ETF/USA Etp (XPH) | 0.2 | $1.6M | -8% | 37k | 43.48 | |
| First Trust ETFs/USA Etp (CIBR) | 0.2 | $1.6M | +6% | 45k | 34.80 | |
| iShares ETFs/USA Etp (ITA) | 0.2 | $1.6M | 9.9k | 158.39 | ||
| Facebook Inc cl a (FB) | 0.2 | $1.5M | +14% | 5.7k | 261.98 | |
| iShares ETFs/USA Etp (FM) | 0.2 | $1.5M | +14% | 58k | 25.59 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.5M | +17% | 1.0k | 1465.67 | |
| MasterCard Incorporated (MA) | 0.2 | $1.5M | +11% | 4.3k | 338.27 | |
| Phillips 66 (PSX) | 0.2 | $1.4M | -35% | 28k | 51.84 | |
| State Street ETF/USA Etp (SPEM) | 0.2 | $1.4M | -2% | 38k | 36.56 | |
| State Street ETF/USA Etp (XBI) | 0.1 | $1.4M | +2% | 12k | 111.42 | |
| State Street ETF/USA Etp (SPSM) | 0.1 | $1.4M | -2% | 50k | 27.38 | |
| iShares ETFs/USA Etp (EFG) | 0.1 | $1.3M | -3% | 15k | 89.87 | |
| First Trust ETFs/USA Etp (FTLS) | 0.1 | $1.2M | +11% | 28k | 42.57 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +8% | 5.5k | 219.43 | |
| iShares ETFs/USA Etp (AOA) | 0.1 | $1.2M | +10% | 20k | 57.99 | |
| Visa (V) | 0.1 | $1.2M | +19% | 5.8k | 199.90 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.1M | +8% | 2.0k | 541.07 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | +63% | 32k | 34.33 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | +12% | 10k | 108.78 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | +2% | 9.4k | 114.72 | |
| Abbvie (ABBV) | 0.1 | $1.0M | 12k | 87.58 | ||
| IndexIQ ETF Trust Etp (QAI) | 0.1 | $993k | +8% | 32k | 31.00 | |
| Vanguard ETF/USA Etp (VEA) | 0.1 | $975k | +52% | 24k | 40.91 | |
| iShares ETFs/USA Etp (SUSB) | 0.1 | $935k | +90% | 36k | 26.09 | |
| Chevron Corporation (CVX) | 0.1 | $913k | +27% | 13k | 72.03 | |
| WisdomTree ETFs/USA Etp (WTMF) | 0.1 | $897k | +11% | 26k | 35.03 | |
| Novartis (NVS) | 0.1 | $888k | 10k | 86.93 | ||
| iShares ETFs/USA Etp (IVLU) | 0.1 | $865k | +11% | 44k | 19.58 | |
| Invesco ETFs/USA Etp (PBW) | 0.1 | $855k | 14k | 60.79 | ||
| Invesco ETFs/USA Etp (TAN) | 0.1 | $845k | -5% | 13k | 64.80 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $842k | +16% | 573.00 | 1469.46 | |
| Netflix (NFLX) | 0.1 | $836k | +23% | 1.7k | 500.30 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $829k | +7% | 1.7k | 490.53 | |
| Brown & Brown (BRO) | 0.1 | $817k | 18k | 45.25 | ||
| iShares ETFs/USA Etp (ICLN) | 0.1 | $788k | +3% | 43k | 18.50 | |
| PerkinElmer (PKI) | 0.1 | $764k | 6.1k | 125.49 | ||
| First Trust ETFs/USA Etp (QCLN) | 0.1 | $757k | -2% | 17k | 44.34 | |
| Emerson Electric (EMR) | 0.1 | $754k | +2% | 12k | 65.55 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $745k | 5.0k | 147.64 | ||
| Charles River Laboratories (CRL) | 0.1 | $704k | 3.1k | 226.51 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $697k | +5% | 1.0k | 697.00 | |
| Copart (CPRT) | 0.1 | $687k | 6.5k | 105.17 | ||
| WisdomTree ETFs/USA Etp (AGGY) | 0.1 | $678k | -4% | 13k | 53.83 | |
| iShares ETFs/USA Etp (IUSB) | 0.1 | $664k | 12k | 54.40 | ||
| State Street ETF/USA Etp (SPYG) | 0.1 | $662k | +5% | 13k | 50.11 | |
| Fs Investment Corporation | 0.1 | $656k | +6% | 41k | 15.87 | |
| Equifax (EFX) | 0.1 | $643k | 4.1k | 156.91 | ||
| State Street ETF/USA Etp (INKM) | 0.1 | $588k | +10% | 19k | 31.07 | |
| iShares ETFs/USA Etp (IYLD) | 0.1 | $556k | +15% | 25k | 22.56 | |
| Stryker Corporation (SYK) | 0.1 | $546k | +115% | 2.6k | 208.40 | |
| iShares ETFs/USA Etp (IUSV) | 0.1 | $541k | +8% | 10k | 54.32 | |
| iShares ETFs/USA Etp (WOOD) | 0.1 | $519k | +7% | 8.0k | 64.69 | |
| VanEck Vectors ETFs/USA Etp (MOO) | 0.1 | $517k | +7% | 7.7k | 67.56 | |
| Global X ETFs/USA Etp (PAVE) | 0.1 | $488k | +7% | 29k | 16.86 | |
| State Street ETF/USA Etp (TOTL) | 0.1 | $468k | -93% | 9.5k | 49.29 | |
| iShares ETFs/USA Etp (AOM) | 0.0 | $462k | 11k | 41.08 | ||
| State Street ETF/USA Etp (NANR) | 0.0 | $458k | +7% | 16k | 28.54 | |
| iShares ETFs/USA Etp (IGF) | 0.0 | $456k | +9% | 12k | 38.56 | |
| State Street ETF/USA Etp (GNR) | 0.0 | $455k | +9% | 12k | 37.52 | |
| FlexShares ETFs/USA Etp (NFRA) | 0.0 | $446k | +8% | 9.0k | 49.83 | |
| Dover Corporation (DOV) | 0.0 | $440k | +2% | 4.1k | 108.37 | |
| State Street Corporation (STT) | 0.0 | $437k | 7.4k | 59.33 | ||
| iShares ETFs/USA Etp (IAGG) | 0.0 | $433k | -4% | 7.8k | 55.69 | |
| Invesco ETFs/USA Etp (BSCM) | 0.0 | $430k | 20k | 21.85 | ||
| Clorox Company (CLX) | 0.0 | $430k | 2.0k | 210.37 | ||
| 3M Company (MMM) | 0.0 | $430k | 2.7k | 160.21 | ||
| Nuveen ETFs/USA Etp (NUDM) | 0.0 | $429k | -28% | 17k | 25.57 | |
| Legg Mason ETF Investment Trus Etp (INFR) | 0.0 | $421k | +9% | 15k | 27.46 | |
| Starbucks Corporation (SBUX) | 0.0 | $420k | +133% | 4.9k | 85.84 | |
| Verizon Communications (VZ) | 0.0 | $395k | +217% | 6.6k | 59.48 | |
| First Trust ETFs/USA Etp (MDIV) | 0.0 | $374k | +13% | 28k | 13.44 | |
| Nextera Energy (NEE) | 0.0 | $374k | +157% | 1.3k | 277.24 | |
| Invesco ETFs/USA Etp (CVY) | 0.0 | $370k | +13% | 23k | 16.33 | |
| Alphatec Holdings (ATEC) | 0.0 | $367k | NEW | 55k | 6.64 | |
| Nuveen ETFs/USA Etp (NULG) | 0.0 | $363k | -38% | 7.1k | 50.92 | |
| Vanguard ETF/USA Etp (VNQ) | 0.0 | $351k | +16% | 4.5k | 78.88 | |
| Automatic Data Processing (ADP) | 0.0 | $348k | -4% | 2.5k | 139.37 | |
| Schwab ETFs/USA Etp (SCHH) | 0.0 | $342k | +13% | 9.7k | 35.36 | |
| Nuveen ETFs/USA Etp (NULV) | 0.0 | $333k | -24% | 12k | 29.06 | |
| Air Products & Chemicals (APD) | 0.0 | $332k | +8% | 1.1k | 298.29 | |
| Nuveen ETFs/USA Etp (NUMV) | 0.0 | $321k | -28% | 13k | 25.51 | |
| Nike (NKE) | 0.0 | $321k | +53% | 2.6k | 125.39 | |
| Spdr S&p Regional Banking Etp (KRE) | 0.0 | $312k | -26% | 8.7k | 35.69 | |
| Rockwell Automation (ROK) | 0.0 | $309k | 1.4k | 221.03 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $301k | +14% | 5.0k | 60.33 | |
| V.F. Corporation (VFC) | 0.0 | $299k | +4% | 4.3k | 70.24 | |
| Sap (SAP) | 0.0 | $296k | 1.9k | 155.79 | ||
| Nuveen ETFs/USA Etp (NUEM) | 0.0 | $291k | -11% | 10k | 28.38 | |
| Nuveen ETFs/USA Etp (NUSC) | 0.0 | $277k | -30% | 9.3k | 29.66 | |
| Shopify Inc cl a (SHOP) | 0.0 | $270k | +60% | 264.00 | 1022.73 | |
| Healthcare Tru-a Reit (HTA) | 0.0 | $270k | +13% | 10k | 26.00 | |
| State Street ETF/USA Etp (XLRE) | 0.0 | $267k | +10% | 7.6k | 35.34 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $267k | -2% | 2.3k | 114.44 | |
| Southwest Airlines (LUV) | 0.0 | $256k | +184% | 6.8k | 37.46 | |
| Paypal Holdings (PYPL) | 0.0 | $255k | +44% | 1.3k | 196.76 | |
| Accenture (ACN) | 0.0 | $255k | -89% | 1.1k | 225.86 | |
| VanEck Vectors ETFs/USA Etp (MLN) | 0.0 | $252k | 12k | 21.35 | ||
| State Street ETF/USA Etp (TIPX) | 0.0 | $250k | -3% | 12k | 20.72 | |
| Walt Disney Company (DIS) | 0.0 | $249k | +47% | 2.0k | 124.07 | |
| Nuveen ETFs/USA Etp (NUMG) | 0.0 | $243k | -28% | 5.7k | 42.31 | |
| Steel Dynamics (STLD) | 0.0 | $243k | +167% | 8.5k | 28.58 | |
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- CX Institutional 2020 Q3 filed Oct. 13, 2020
- CX Institutional 2020 Q2 filed Aug. 6, 2020
- CX Institutional 2020 Q1 filed April 29, 2020
- CX Institutional 2019 Q4 filed Jan. 21, 2020
- CX Institutional 2019 Q3 filed Oct. 10, 2019
- CX Institutional 2019 Q2 filed July 17, 2019
- CX Institutional 2019 Q1 filed April 3, 2019
- CX Institutional 2018 Q4 filed Jan. 14, 2019
- CX Institutional 2018 Q3 filed Oct. 9, 2018
- CX Institutional 2018 Q2 filed July 12, 2018
- CX Institutional 2018 Q2 amended filed July 12, 2018