CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VO, SPTI, VV, BNDX, and represent 17.55% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: QUAL (+$7.5M), XLRE (+$7.0M), GSLC, MTUM, IEF, SPTI, SCHG, VO, EIS, EWA.
- Started 64 new stock positions in UL, ALLY, EWU, SIL, ESGV, AFG, IYJ, EWD, EIS, Y.
- Reduced shares in these 10 stocks: SPTS (-$10M), XLF (-$8.9M), SPLG, URTH, VV, INDA, ENOR, EDEN, EWZ, VUG.
- Sold out of its positions in Aaron's, ACCD, ATEC, AFIN, BUD, ARCC, BCE, BXS, OZK, BGR.
- CX Institutional was a net buyer of stock by $18M.
- CX Institutional has $1.0B in assets under management (AUM), dropping by 12.05%.
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Portfolio Holdings for CX Institutional
Companies in the CX Institutional portfolio as of the December 2020 quarterly 13F filing
CX Institutional has 855 total positions. Only the first 250 positions are shown.
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- Download the CX Institutional December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares ETFs/USA Etp (IVV) | 4.1 | $43M | 113k | 375.39 | ||
| Vanguard ETF/USA Etp (VO) | 3.9 | $40M | +9% | 195k | 206.77 | |
| State Street ETF/USA Etp (SPTI) | 3.8 | $40M | +9% | 1.2M | 33.06 | |
| Vanguard ETF/USA Etp (VV) | 3.5 | $37M | -8% | 208k | 175.74 | |
| Vanguard ETF/USA Etp (BNDX) | 2.2 | $23M | +8% | 392k | 58.55 | |
| iShares ETFs/USA Etp (USMV) | 1.6 | $17M | 243k | 67.88 | ||
| State Street ETF/USA Etp (SDY) | 1.6 | $16M | -9% | 153k | 105.93 | |
| State Street ETF/USA Etp (TFI) | 1.5 | $16M | +11% | 306k | 52.49 | |
| Vanguard ETF/USA Etp (VB) | 1.5 | $15M | +17% | 78k | 194.67 | |
| iShares ETFs/USA Etp (URTH) | 1.4 | $15M | -20% | 133k | 112.41 | |
| iShares ETFs/USA Etp (MUB) | 1.3 | $14M | +16% | 118k | 117.21 | |
| iShares ETFs/USA Etp (SHY) | 1.3 | $14M | +5% | 160k | 86.38 | |
| Vaneck Amt-free Interm Muni Etp (ITM) | 1.3 | $13M | +12% | 252k | 52.03 | |
| Vanguard ETF/USA Etp (VUG) | 1.2 | $13M | -17% | 51k | 253.34 | |
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| iShares ETFs/USA Etp (IEFA) | 1.1 | $12M | +23% | 166k | 69.09 | |
| Ishares Floating Rate Bond E Etp (FLOT) | 1.1 | $11M | +9% | 225k | 50.72 | |
| State Street ETF/USA Etp (SHM) | 1.0 | $10M | +10% | 208k | 49.79 | |
| iShares ETFs/USA Etp (EFAV) | 1.0 | $10M | 141k | 73.41 | ||
| State Street ETF/USA Etp (SPYV) | 0.9 | $9.8M | -9% | 284k | 34.39 | |
| Apple (AAPL) | 0.9 | $9.2M | -13% | 70k | 132.68 | |
| State Street ETF/USA Etp (SPTM) | 0.9 | $8.9M | +12% | 192k | 46.09 | |
| WisdomTree ETFs/USA Etp (DON) | 0.8 | $8.3M | -11% | 240k | 34.81 | |
| WisdomTree ETFs/USA Etp (DLN) | 0.8 | $8.3M | -8% | 77k | 107.50 | |
| UnitedHealth (UNH) | 0.8 | $8.2M | -8% | 23k | 350.69 | |
| State Street ETF/USA Etp (XLI) | 0.8 | $8.1M | -14% | 91k | 88.55 | |
| State Street ETF/USA Etp (XLC) | 0.8 | $8.0M | -11% | 119k | 67.47 | |
| State Street ETF/USA Etp (XLB) | 0.8 | $8.0M | -14% | 111k | 72.39 | |
| State Street ETF/USA Etp (XLK) | 0.8 | $8.0M | -12% | 62k | 130.01 | |
| Ishares Mbs Etf Etp (MBB) | 0.8 | $7.9M | +10% | 72k | 110.13 | |
| State Street ETF/USA Etp (XLY) | 0.8 | $7.9M | -14% | 49k | 160.79 | |
| State Street ETF/USA Etp (XLV) | 0.8 | $7.8M | -6% | 69k | 113.45 | |
| ProShares ETFs/USA Etp (IGHG) | 0.7 | $7.7M | +7% | 101k | 75.55 | |
| iShares ETFs/USA Etp (SCZ) | 0.7 | $7.6M | +43% | 111k | 68.35 | |
| State Street ETF/USA Etp (XLP) | 0.7 | $7.5M | -9% | 112k | 67.45 | |
| iShares ETFs/USA Etp (QUAL) | 0.7 | $7.5M | NEW | 64k | 116.21 | |
| Microsoft Corporation (MSFT) | 0.7 | $7.2M | +6% | 33k | 222.42 | |
| State Street ETF/USA Etp (XLRE) | 0.7 | $7.2M | +2517% | 198k | 36.56 | |
| Ishares Iboxx High Yld Corp Etp (HYG) | 0.7 | $7.0M | +5% | 80k | 87.29 | |
| Ishares Iboxx Investment Gra Etp (LQD) | 0.7 | $6.9M | +9% | 50k | 138.14 | |
| Vanguard ETF/USA Etp (VOT) | 0.6 | $6.7M | +3% | 32k | 212.08 | |
| Legg Mason ETF Investment Trus Etp (LVHD) | 0.6 | $6.4M | -8% | 198k | 32.43 | |
| Comcast Corporation (CMCSA) | 0.6 | $6.2M | -20% | 119k | 52.40 | |
| Honeywell International (HON) | 0.6 | $6.2M | -13% | 29k | 212.72 | |
| Amgen (AMGN) | 0.6 | $6.0M | -6% | 26k | 229.93 | |
| Vanguard ETF/USA Etp (VOE) | 0.6 | $5.9M | +27% | 50k | 118.95 | |
| Oracle Corporation (ORCL) | 0.5 | $5.6M | -18% | 86k | 64.68 | |
| Johnson & Johnson (JNJ) | 0.5 | $5.6M | 35k | 157.39 | ||
| iShares ETFs/USA Etp (IUSG) | 0.5 | $5.6M | +81% | 63k | 88.68 | |
| WisdomTree ETFs/USA Etp (DEM) | 0.5 | $5.5M | -8% | 134k | 41.14 | |
| Pepsi (PEP) | 0.5 | $5.5M | -14% | 37k | 148.30 | |
| State Street ETF/USA Etp (SPTS) | 0.5 | $5.5M | -64% | 179k | 30.71 | |
| Vanguard ETF/USA Etp (MGC) | 0.5 | $5.4M | +20% | 41k | 133.46 | |
| Goldman Sachs ETF Trust Etp (GIGB) | 0.5 | $5.3M | -14% | 94k | 56.24 | |
| State Street ETF/USA Etp (SPLG) | 0.5 | $5.2M | -45% | 118k | 43.96 | |
| Wal-Mart Stores (WMT) | 0.5 | $5.1M | -9% | 35k | 144.13 | |
| Goldman Sachs ETF Trust Etp (GSLC) | 0.5 | $4.9M | +34290% | 65k | 75.70 | |
| Coca-Cola Company (KO) | 0.5 | $4.8M | -5% | 88k | 54.83 | |
| Home Depot (HD) | 0.5 | $4.8M | 18k | 265.61 | ||
| JP Morgan ETFs/USA Etp (JMST) | 0.5 | $4.7M | +34% | 92k | 51.04 | |
| iShares ETFs/USA Etp (EEMV) | 0.5 | $4.7M | 77k | 61.08 | ||
| Waste Management (WM) | 0.4 | $4.6M | -8% | 39k | 117.95 | |
| iShares ETFs/USA Etp (MTUM) | 0.4 | $4.4M | +17179% | 27k | 161.28 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.3M | -2% | 34k | 127.07 | |
| iShares ETFs/USA Etp (AGG) | 0.4 | $4.1M | -14% | 35k | 118.20 | |
| iShares ETFs/USA Etp (IEF) | 0.4 | $4.1M | +24564% | 34k | 119.95 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $3.8M | -10% | 11k | 354.99 | |
| Merck & Co (MRK) | 0.4 | $3.8M | 46k | 81.79 | ||
| Vanguard ETF/USA Etp (VBK) | 0.4 | $3.7M | +2% | 14k | 267.60 | |
| General Dynamics Corporation (GD) | 0.4 | $3.7M | -16% | 25k | 148.84 | |
| W.W. Grainger (GWW) | 0.3 | $3.6M | -13% | 8.9k | 408.32 | |
| Vanguard ETF/USA Etp (VBR) | 0.3 | $3.6M | +24% | 25k | 142.20 | |
| Schwab ETFs/USA Etp (SCHG) | 0.3 | $3.6M | NEW | 28k | 128.41 | |
| Pfizer (PFE) | 0.3 | $3.6M | -12% | 97k | 36.81 | |
| iShares ETFs/USA Etp (HEFA) | 0.3 | $3.5M | +57% | 116k | 30.47 | |
| Vanguard ETF/USA Etp (VWO) | 0.3 | $3.5M | +51% | 69k | 50.12 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $3.4M | -18% | 11k | 304.66 | |
| iShares ETFs/USA Etp (ICSH) | 0.3 | $3.4M | 68k | 50.52 | ||
| iShares ETFs/USA Etp (EIS) | 0.3 | $3.3M | NEW | 52k | 64.11 | |
| Ishares Msci New Zealand Etf Etp (ENZL) | 0.3 | $3.3M | +23% | 49k | 68.06 | |
| Goldman Sachs ETF Trust Etp (GBIL) | 0.3 | $3.3M | -17% | 33k | 100.11 | |
| Morgan Stanley (MS) | 0.3 | $3.3M | -16% | 48k | 68.54 | |
| iShares ETFs/USA Etp (EWA) | 0.3 | $3.3M | +93783% | 136k | 23.95 | |
| iShares ETFs/USA Etp (EWI) | 0.3 | $3.3M | NEW | 111k | 29.44 | |
| iShares ETFs/USA Etp (EWC) | 0.3 | $3.2M | +24% | 105k | 30.84 | |
| iShares ETFs/USA Etp (EWN) | 0.3 | $3.2M | NEW | 78k | 41.35 | |
| iShares ETFs/USA Etp (EWQ) | 0.3 | $3.2M | NEW | 96k | 33.25 | |
| iShares ETFs/USA Etp (EWU) | 0.3 | $3.1M | NEW | 107k | 29.29 | |
| JP Morgan ETFs/USA Etp (JPST) | 0.3 | $3.1M | +293409% | 62k | 50.80 | |
| Bank of America Corporation (BAC) | 0.3 | $3.1M | -11% | 103k | 30.31 | |
| iShares ETFs/USA Etp (EWD) | 0.3 | $3.1M | NEW | 78k | 39.81 | |
| iShares ETFs/USA Etp (EWG) | 0.3 | $3.1M | NEW | 96k | 31.78 | |
| Goldman Sachs (GS) | 0.3 | $3.1M | -13% | 12k | 263.74 | |
| American Express Company (AXP) | 0.3 | $3.0M | -2% | 25k | 120.94 | |
| Caterpillar (CAT) | 0.3 | $3.0M | -21% | 17k | 182.06 | |
| iShares ETFs/USA Etp (AAXJ) | 0.3 | $3.0M | NEW | 34k | 89.61 | |
| Metropcs Communications (TMUS) | 0.3 | $3.0M | -15% | 22k | 134.84 | |
| Packaging Corporation of America (PKG) | 0.3 | $3.0M | -19% | 22k | 137.93 | |
| Mondelez Int (MDLZ) | 0.3 | $3.0M | -12% | 51k | 58.45 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $3.0M | -16% | 18k | 164.09 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.0M | -15% | 14k | 208.23 | |
| Aon | 0.3 | $2.9M | 14k | 211.28 | ||
| Amazon (AMZN) | 0.3 | $2.9M | +19% | 898.00 | 3257.24 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $2.9M | -16% | 4.4k | 661.65 | |
| Procter & Gamble Company (PG) | 0.3 | $2.9M | +10% | 21k | 139.13 | |
| Costco Wholesale Corporation (COST) | 0.3 | $2.9M | 7.6k | 376.77 | ||
| iShares ETFs/USA Etp (IWF) | 0.3 | $2.8M | +1945% | 12k | 241.19 | |
| Wells Fargo & Company (WFC) | 0.3 | $2.8M | -4% | 94k | 30.18 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.8M | -16% | 23k | 123.74 | |
| iShares ETFs/USA Etp (EFG) | 0.3 | $2.7M | +81% | 27k | 100.92 | |
| iShares ETFs/USA Etp (EFA) | 0.3 | $2.7M | 38k | 72.95 | ||
| Magellan Midstre MLP (MMP) | 0.3 | $2.7M | 64k | 42.44 | ||
| Vanguard ETF/USA Etp (MGK) | 0.3 | $2.7M | NEW | 13k | 203.75 | |
| State Street ETF/USA Etp (SPIB) | 0.3 | $2.7M | -16% | 72k | 37.18 | |
| Expeditors International of Washington (EXPD) | 0.3 | $2.7M | -20% | 28k | 95.08 | |
| Illinois Tool Works (ITW) | 0.3 | $2.6M | -15% | 13k | 203.94 | |
| Cummins (CMI) | 0.3 | $2.6M | -21% | 12k | 227.14 | |
| Cisco Systems (CSCO) | 0.3 | $2.6M | -24% | 58k | 44.75 | |
| Republic Services (RSG) | 0.3 | $2.6M | -16% | 27k | 96.31 | |
| McKesson Corporation (MCK) | 0.2 | $2.6M | -14% | 15k | 173.90 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $2.6M | +888% | 11k | 231.85 | |
| Paccar (PCAR) | 0.2 | $2.6M | -16% | 30k | 86.30 | |
| A. O. Smith Corporation (AOS) | 0.2 | $2.6M | -17% | 47k | 54.82 | |
| Huntington Ingalls Inds (HII) | 0.2 | $2.6M | -42% | 15k | 170.50 | |
| Nasdaq Omx (NDAQ) | 0.2 | $2.5M | -13% | 19k | 132.72 | |
| iShares ETFs/USA Etp (IMTM) | 0.2 | $2.5M | -40% | 67k | 37.65 | |
| Dollar General (DG) | 0.2 | $2.5M | -14% | 12k | 210.28 | |
| iShares ETFs/USA Etp (SOXX) | 0.2 | $2.5M | +9% | 6.6k | 379.24 | |
| Tractor Supply Company (TSCO) | 0.2 | $2.4M | -13% | 17k | 140.62 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $2.4M | -22% | 57k | 42.45 | |
| Kellogg Company (K) | 0.2 | $2.4M | -10% | 39k | 62.22 | |
| Vanguard ETF/USA Etp (VGT) | 0.2 | $2.3M | +12% | 6.5k | 353.90 | |
| Darden Restaurants (DRI) | 0.2 | $2.3M | -14% | 19k | 119.12 | |
| AmerisourceBergen (ABC) | 0.2 | $2.3M | -12% | 24k | 97.80 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.3M | +30% | 1.3k | 1752.29 | |
| Vanguard ETF/USA Etp (VIS) | 0.2 | $2.3M | NEW | 13k | 169.94 | |
| State Street ETF/USA Etp (XRT) | 0.2 | $2.3M | NEW | 35k | 64.34 | |
| iShares ETFs/USA Etp (REZ) | 0.2 | $2.2M | NEW | 33k | 67.85 | |
| Vanguard ETF/USA Etp (VCR) | 0.2 | $2.2M | +6614% | 8.1k | 275.23 | |
| iShares ETFs/USA Etp (FM) | 0.2 | $2.2M | +36% | 79k | 28.36 | |
| Kroger (KR) | 0.2 | $2.2M | -12% | 70k | 31.77 | |
| Citizens Financial (CFG) | 0.2 | $2.2M | -11% | 62k | 35.76 | |
| Robert Half International (RHI) | 0.2 | $2.2M | -30% | 36k | 62.49 | |
| Fifth Third Ban (FITB) | 0.2 | $2.2M | -12% | 80k | 27.56 | |
| Leidos Holdings (LDOS) | 0.2 | $2.2M | -27% | 21k | 105.10 | |
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.2M | -11% | 172k | 12.63 | |
| At&t (T) | 0.2 | $2.2M | -26% | 75k | 28.77 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $2.2M | -18% | 54k | 39.89 | |
| iShares ETFs/USA Etp (IYT) | 0.2 | $2.1M | +161433% | 9.7k | 220.59 | |
| Foot Locker (FL) | 0.2 | $2.1M | -13% | 52k | 40.44 | |
| Vanguard ETF/USA Etp (VDC) | 0.2 | $2.1M | NEW | 12k | 173.91 | |
| Progressive Corporation (PGR) | 0.2 | $2.1M | -14% | 21k | 98.89 | |
| Tyson Foods (TSN) | 0.2 | $2.1M | -27% | 33k | 64.44 | |
| U.S. Bancorp (USB) | 0.2 | $2.1M | -9% | 45k | 46.59 | |
| First Trust ETFs/USA Etp (CIBR) | 0.2 | $2.1M | +2% | 47k | 44.38 | |
| CBOE Holdings (CBOE) | 0.2 | $2.0M | -25% | 22k | 93.08 | |
| Anthem (ANTM) | 0.2 | $2.0M | -12% | 6.1k | 321.12 | |
| Facebook Inc cl a (FB) | 0.2 | $1.9M | +24% | 7.1k | 273.17 | |
| Tesla Motors (TSLA) | 0.2 | $1.9M | +2802% | 2.8k | 705.84 | |
| MasterCard Incorporated (MA) | 0.2 | $1.9M | +24% | 5.4k | 356.84 | |
| iShares ETFs/USA Etp (IYJ) | 0.2 | $1.9M | NEW | 19k | 97.10 | |
| Schwab ETFs/USA Etp (SCHB) | 0.2 | $1.8M | -25% | 20k | 90.95 | |
| Nuveen ETFs/USA Etp (NUBD) | 0.2 | $1.8M | -17% | 69k | 26.78 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.8M | -8% | 11k | 168.81 | |
| State Street ETF/USA Etp (SPMD) | 0.2 | $1.8M | -20% | 44k | 40.39 | |
| State Street ETF/USA Etp (XBI) | 0.2 | $1.7M | 12k | 140.81 | ||
| Humana (HUM) | 0.2 | $1.7M | -10% | 4.1k | 410.28 | |
| Visa (V) | 0.2 | $1.7M | +30% | 7.6k | 218.72 | |
| Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) | 0.2 | $1.6M | -7% | 18k | 91.50 | |
| Global X ETFs/USA Etp (SIL) | 0.2 | $1.6M | NEW | 35k | 45.60 | |
| First Trust ETFs/USA Etp (FV) | 0.2 | $1.6M | +131350% | 39k | 40.47 | |
| VanEck Vectors ETFs/USA Etp (GDX) | 0.1 | $1.5M | NEW | 42k | 36.01 | |
| iShares ETFs/USA Etp (AOA) | 0.1 | $1.5M | +13% | 23k | 64.18 | |
| iShares ETFs/USA Etp (IVLU) | 0.1 | $1.4M | +38% | 61k | 22.78 | |
| State Street ETF/USA Etp (SPSM) | 0.1 | $1.4M | -22% | 39k | 35.79 | |
| Abbvie (ABBV) | 0.1 | $1.4M | +6% | 13k | 107.10 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | +32% | 762.00 | 1751.97 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.3M | +25% | 2.6k | 522.10 | |
| Paypal Holdings (PYPL) | 0.1 | $1.3M | +334% | 5.6k | 234.31 | |
| iShares ETFs/USA Etp (IHAK) | 0.1 | $1.3M | NEW | 32k | 40.34 | |
| Nike (NKE) | 0.1 | $1.2M | +241% | 8.7k | 141.42 | |
| State Street ETF/USA Etp (SPEM) | 0.1 | $1.2M | -23% | 29k | 42.17 | |
| Netflix (NFLX) | 0.1 | $1.2M | +32% | 2.2k | 540.97 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | +40% | 2.4k | 500.00 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 5.4k | 214.51 | ||
| Invesco ETFs/USA Etp (SPLV) | 0.1 | $1.1M | +416% | 20k | 56.25 | |
| First Trust ETFs/USA Etp (FTLS) | 0.1 | $1.1M | -8% | 26k | 43.63 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | 9.5k | 117.00 | ||
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 10k | 109.44 | ||
| Global X ETFs/USA Etp (PAVE) | 0.1 | $1.0M | +66% | 48k | 21.20 | |
| Novartis (NVS) | 0.1 | $963k | 10k | 94.39 | ||
| salesforce (CRM) | 0.1 | $953k | +449% | 4.3k | 222.40 | |
| iShares ETFs/USA Etp (IGF) | 0.1 | $952k | +84% | 22k | 43.68 | |
| State Street ETF/USA Etp (SPYG) | 0.1 | $951k | +30% | 17k | 55.28 | |
| Emerson Electric (EMR) | 0.1 | $937k | 12k | 80.33 | ||
| IndexIQ ETF Trust Etp (QAI) | 0.1 | $923k | -9% | 29k | 31.92 | |
| FlexShares ETFs/USA Etp (NFRA) | 0.1 | $896k | +86% | 17k | 53.76 | |
| iShares ETFs/USA Etp (IYK) | 0.1 | $895k | NEW | 5.2k | 173.45 | |
| PerkinElmer (PKI) | 0.1 | $878k | 6.1k | 143.44 | ||
| Chevron Corporation (CVX) | 0.1 | $868k | -18% | 10k | 84.44 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $868k | -33% | 21k | 41.22 | |
| WisdomTree ETFs/USA Etp (WTMF) | 0.1 | $865k | -8% | 23k | 37.09 | |
| iShares ETFs/USA Etp (IYW) | 0.1 | $855k | NEW | 10k | 85.07 | |
| Brown & Brown (BRO) | 0.1 | $851k | 18k | 47.41 | ||
| iShares ETFs/USA Etp (IUSV) | 0.1 | $850k | +37% | 14k | 62.23 | |
| Schwab ETFs/USA Etp (SCHV) | 0.1 | $843k | NEW | 14k | 59.53 | |
| Copart (CPRT) | 0.1 | $835k | 6.6k | 127.27 | ||
| iShares ETFs/USA Etp (IYF) | 0.1 | $835k | NEW | 13k | 66.80 | |
| First Trust ETFs/USA Etp (IFV) | 0.1 | $830k | NEW | 37k | 22.22 | |
| iShares ETFs/USA Etp (WOOD) | 0.1 | $799k | +25% | 10k | 79.65 | |
| Equifax (EFX) | 0.1 | $798k | 4.1k | 192.75 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $790k | -68% | 11k | 71.44 | |
| Ishares Russell 1000 Value E Etp (IWD) | 0.1 | $784k | +402% | 5.7k | 136.75 | |
| Charles River Laboratories (CRL) | 0.1 | $777k | 3.1k | 250.00 | ||
| State Street ETF/USA Etp (GNR) | 0.1 | $776k | +42% | 17k | 44.77 | |
| iShares ETFs/USA Etp (SUSB) | 0.1 | $771k | -17% | 30k | 26.18 | |
| VanEck Vectors ETFs/USA Etp (MOO) | 0.1 | $759k | +27% | 9.7k | 77.93 | |
| State Street ETF/USA Etp (NANR) | 0.1 | $755k | +41% | 23k | 33.14 | |
| Vanguard ETF/USA Etp (VEA) | 0.1 | $751k | -33% | 16k | 47.24 | |
| Sherwin-Williams Company (SHW) | 0.1 | $741k | 1.0k | 734.39 | ||
| Berkshire Hathaway (BRK.A) | 0.1 | $696k | NEW | 2.00 | 348000.00 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $674k | 5.0k | 134.83 | ||
| Vanguard ETF/USA Etp (ESGV) | 0.1 | $667k | NEW | 9.5k | 70.17 | |
| iShares ETFs/USA Etp (IUSB) | 0.1 | $664k | 12k | 54.52 | ||
| iShares ETFs/USA Etp (AOM) | 0.1 | $633k | +30% | 15k | 43.21 | |
| iShares ETFs/USA Etp (IVE) | 0.1 | $629k | NEW | 4.9k | 128.08 | |
| Spdr S&p Metals & Mining Etf Etp (XME) | 0.1 | $612k | -74% | 18k | 33.46 | |
| State Street ETF/USA Etp (INKM) | 0.1 | $584k | -8% | 17k | 33.88 | |
| WisdomTree ETFs/USA Etp (AGGY) | 0.1 | $582k | -13% | 11k | 53.72 | |
| Vanguard ETF/USA Etp (VAW) | 0.1 | $566k | -72% | 3.6k | 157.09 | |
| iShares ETFs/USA Etp (IYLD) | 0.1 | $551k | -7% | 23k | 24.10 | |
| State Street Corporation (STT) | 0.0 | $515k | -3% | 7.1k | 72.70 | |
| Dover Corporation (DOV) | 0.0 | $514k | 4.1k | 126.35 | ||
| Automatic Data Processing (ADP) | 0.0 | $506k | +14% | 2.9k | 176.25 | |
| Spdr S&p Regional Banking Etp (KRE) | 0.0 | $454k | 8.7k | 51.93 | ||
| 3M Company (MMM) | 0.0 | $451k | -3% | 2.6k | 174.87 | |
| Nuveen ETFs/USA Etp (NUDM) | 0.0 | $441k | -10% | 15k | 29.22 | |
| Nuveen ETFs/USA Etp (NULG) | 0.0 | $438k | +9% | 7.8k | 56.29 | |
| State Street ETF/USA Etp (XLF) | 0.0 | $437k | -95% | 15k | 29.51 | |
| Invesco ETFs/USA Etp (BSCM) | 0.0 | $428k | 20k | 21.75 | ||
| Walt Disney Company (DIS) | 0.0 | $428k | +17% | 2.4k | 181.28 | |
| Invesco ETFs/USA Etp (CVY) | 0.0 | $419k | -7% | 21k | 20.06 | |
| iShares ETFs/USA Etp (IYZ) | 0.0 | $418k | NEW | 14k | 30.26 | |
| Container Store (TCS) | 0.0 | $414k | NEW | 43k | 9.55 | |
| Delta Air Lines (DAL) | 0.0 | $410k | -84% | 10k | 40.18 | |
| Clorox Company (CLX) | 0.0 | $405k | 2.0k | 201.79 | ||
| First Trust ETFs/USA Etp (MDIV) | 0.0 | $382k | -8% | 25k | 15.05 | |
| Key (KEY) | 0.0 | $380k | -84% | 23k | 16.38 | |
| State Street ETF/USA Etp (TOTL) | 0.0 | $377k | -19% | 7.7k | 49.23 | |
| Bristol Myers Squibb (BMY) | 0.0 | $374k | +20% | 6.0k | 62.10 | |
| Phillips 66 (PSX) | 0.0 | $371k | -80% | 5.3k | 69.82 | |
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- CX Institutional 2020 Q4 filed Jan. 12, 2021
- CX Institutional 2020 Q3 filed Oct. 13, 2020
- CX Institutional 2020 Q2 filed Aug. 6, 2020
- CX Institutional 2020 Q1 filed April 29, 2020
- 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