CX Institutional

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

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Positions held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CX Institutional

Companies in the CX Institutional portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 3.8 $47M 104k 453.69
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $46M +2% 192k 237.84
Vanguard Index Fds Large Cap Etf (VV) 2.3 $29M +5% 140k 208.49
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.1 $26M -19% 855k 30.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.9 $24M +37% 336k 71.39
Vanguard Index Fds Small Cp Etf (VB) 1.9 $24M +22% 112k 212.52
Ishares Tr Core S&p Us Gwt (IUSG) 1.9 $23M +13% 220k 105.66
American Centy Etf Tr Diversified Mu (TAXF) 1.7 $22M -8% 417k 51.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $21M -17% 272k 77.90
Ishares Msci World Etf (URTH) 1.6 $21M +43% 160k 128.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $19M -8% 353k 52.44
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.4 $18M +44% 378k 47.33
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.4 $18M -11% 176k 99.94
Ishares Tr Hdg Msci Eafe (HEFA) 1.4 $18M +181% 516k 33.94

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Ishares Tr Core Msci Eafe (IEFA) 1.3 $17M +4% 241k 69.51
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.3 $17M -6% 349k 47.88
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $16M +10% 322k 50.21
Spdr Ser Tr Portfli Mortgage (SPMB) 1.3 $16M +44% 670k 23.96
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $16M +17% 123k 128.11
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $15M +37% 53k 277.62
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $14M +9% 86k 165.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $13M -26% 161k 83.35
Proshares Tr Invt Int Rt Hg (IGHG) 1.0 $13M +7% 178k 72.23
Vanguard World Mega Grwth Ind (MGK) 1.0 $12M +15% 51k 235.41
Ishares Tr National Mun Etf (MUB) 0.9 $12M +4% 106k 109.64
Microsoft Corporation (MSFT) 0.8 $10M +4% 34k 308.31
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.8 $10M NEW 580k 17.64
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.8 $10M +8% 212k 47.32
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $9.6M +2% 43k 222.82
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $9.5M +3% 108k 88.15
Vanguard World Fds Energy Etf (VDE) 0.7 $9.2M NEW 86k 107.04
Apple (AAPL) 0.7 $8.5M -12% 49k 174.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $8.4M -17% 127k 66.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $8.4M 56k 149.67
Wisdomtree Tr Us Midcap Divid (DON) 0.7 $8.3M +4% 187k 44.42
Ishares Tr Select Divid Etf (DVY) 0.7 $8.3M NEW 65k 128.13
Select Sector Spdr Tr Technology (XLK) 0.7 $8.2M -2% 52k 158.94
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $8.0M -13% 78k 102.98
Select Sector Spdr Tr Financial (XLF) 0.6 $7.8M +10% 205k 38.32
Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $7.8M +80% 244k 32.01
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $7.4M +41% 102k 72.14
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $7.4M +65% 232k 31.76
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $7.3M -9% 95k 77.56
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $7.2M -9% 173k 41.75
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $7.1M -20% 38k 185.00
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $6.7M +19% 43k 155.71
Select Sector Spdr Tr Energy (XLE) 0.5 $6.7M +38% 88k 76.44
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.5 $6.7M 132k 50.64
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $6.3M -12% 96k 65.72
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $6.1M +3% 115k 53.13
Vanguard Index Fds Growth Etf (VUG) 0.5 $5.9M -39% 20k 287.60
Ishares Tr Msci Norway Etf (ENOR) 0.4 $5.6M +11% 185k 30.41
Ishares Msci Cda Etf (EWC) 0.4 $5.6M +5% 139k 40.21
International Paper Company (IP) 0.4 $5.5M NEW 118k 46.15
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $5.4M +44% 73k 74.46
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $5.4M +53% 125k 43.76
Ishares Tr Msci Uk Etf New (EWU) 0.4 $5.4M +10% 161k 33.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $5.3M +30% 70k 75.89
Vanguard World Fds Industrial Etf (VIS) 0.4 $5.3M +376% 27k 194.47
Wal-Mart Stores (WMT) 0.4 $5.3M -10% 35k 148.91
Johnson & Johnson (JNJ) 0.4 $5.1M -8% 29k 177.23
Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) 0.4 $5.1M -29% 129k 39.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $5.0M -7% 20k 248.12
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $4.9M 46k 107.11
Ishares Msci France Etf (EWQ) 0.4 $4.9M +8% 139k 35.33
Ishares Msci Italy Etf (EWI) 0.4 $4.9M +9% 164k 29.53
Ishares Msci Aust Etf (EWA) 0.4 $4.8M -4% 181k 26.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $4.7M +100% 85k 55.58
Costco Wholesale Corporation (COST) 0.4 $4.7M -14% 8.2k 575.86
General Dynamics Corporation (GD) 0.4 $4.7M +135% 20k 241.16
Ishares Msci Emerg Mrkt (EEMV) 0.4 $4.7M 77k 61.03
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $4.7M -34% 52k 89.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $4.6M 26k 175.93
Aon Shs Cl A (AON) 0.4 $4.6M 14k 325.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.5M +5% 33k 136.98
Pfizer (PFE) 0.4 $4.5M -18% 87k 51.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $4.5M -2% 54k 82.29
Amgen (AMGN) 0.4 $4.5M -17% 19k 241.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.5M +10% 13k 352.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.5M -26% 95k 47.16
Wisdomtree Tr Futre Strat Fd (WTMF) 0.4 $4.4M +1269% 122k 35.96
Select Sector Spdr Tr Communication (XLC) 0.3 $4.4M -28% 63k 68.78
ConAgra Foods (CAG) 0.3 $4.3M NEW 127k 33.57
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.3M -4% 1.5k 2781.47
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $4.2M +262% 88k 48.03
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $4.2M -48% 83k 50.27
Amazon (AMZN) 0.3 $4.2M -7% 1.3k 3260.12
Vanguard World Mega Cap Index (MGC) 0.3 $4.1M NEW 26k 159.04
Ishares Msci Germany Etf (EWG) 0.3 $3.9M -4% 137k 28.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $3.9M -37% 84k 46.13
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $3.9M +539% 56k 68.90
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $3.8M -36% 130k 29.65
Huntington Ingalls Inds (HII) 0.3 $3.8M NEW 19k 199.43
Ishares Tr Msci Finland Etf (EFNL) 0.3 $3.8M NEW 93k 40.94
Ishares Msci Netherl Etf (EWN) 0.3 $3.8M -8% 90k 42.33
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $3.8M +50% 41k 91.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.8M NEW 10k 362.52
Ishares Msci Sweden Etf (EWD) 0.3 $3.8M NEW 97k 38.85
Metropcs Communications (TMUS) 0.3 $3.6M +1516% 28k 128.34
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $3.6M -3% 75k 48.32
Spdr Ser Tr S&p Ins Etf (KIE) 0.3 $3.6M -6% 86k 42.02
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.3 $3.6M -16% 72k 49.83
Merck & Co (MRK) 0.3 $3.5M -5% 42k 82.05
Bristol Myers Squibb (BMY) 0.3 $3.4M +815% 46k 73.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.3 $3.3M +133% 131k 24.89
Spdr Ser Tr S&p Bk Etf (KBE) 0.3 $3.2M +262% 62k 52.35
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $3.2M +123% 60k 53.39
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.3 $3.2M 65k 49.07
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $3.2M -11% 6.7k 473.25
Target Corporation (TGT) 0.3 $3.2M +1233% 15k 212.25
Altria (MO) 0.3 $3.2M -25% 61k 52.25
UnitedHealth (UNH) 0.2 $3.1M -51% 6.1k 509.99
American Electric Power Company (AEP) 0.2 $3.0M NEW 30k 99.78
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $3.0M +47% 28k 108.22
Meta Platforms Cl A (FB) 0.2 $3.0M +40% 13k 222.40
Waste Management (WM) 0.2 $3.0M 19k 158.50
Visa Com Cl A (V) 0.2 $2.9M +5% 13k 221.76
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $2.9M -23% 44k 67.15
NVIDIA Corporation (NVDA) 0.2 $2.9M +286% 11k 272.90
Ishares Tr Msci Eafe Etf (EFA) 0.2 $2.9M -54% 39k 73.60
Cigna Corp (CI) 0.2 $2.8M -20% 12k 239.61
Anthem (ANTM) 0.2 $2.8M +616% 5.7k 491.15
Dow (DOW) 0.2 $2.8M NEW 43k 63.73
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $2.7M +19% 95k 29.04
Philip Morris International (PM) 0.2 $2.7M +747% 28k 93.93
CVS Caremark Corporation (CVS) 0.2 $2.7M +701% 26k 101.21
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $2.6M +122% 6.3k 416.55
Intel Corporation (INTC) 0.2 $2.6M +769% 53k 49.56
Fox Corp Cl B Com (FOX) 0.2 $2.5M NEW 70k 36.29
Exxon Mobil Corporation (XOM) 0.2 $2.5M -38% 30k 82.60
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) 0.2 $2.5M 27k 92.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.5M +9% 882.00 2792.52
Paccar (PCAR) 0.2 $2.5M NEW 28k 88.06
Verizon Communications (VZ) 0.2 $2.4M NEW 48k 50.94
Qualcomm (QCOM) 0.2 $2.4M +2% 16k 152.85
Chevron Corporation (CVX) 0.2 $2.4M -40% 15k 162.81
Adobe Systems Incorporated (ADBE) 0.2 $2.3M +42% 5.1k 455.67
Mastercard Incorporated Cl A (MA) 0.2 $2.3M +29% 6.5k 357.43
Caterpillar (CAT) 0.2 $2.3M +718% 10k 222.85
Citigroup Com New (C) 0.2 $2.3M +899% 43k 53.40
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $2.3M -2% 66k 34.14
United Parcel Service CL B (UPS) 0.2 $2.2M +596% 10k 214.50
Silgan Holdings (SLGN) 0.2 $2.2M NEW 48k 46.23
Capital One Financial (COF) 0.2 $2.2M NEW 17k 131.28
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $2.2M NEW 21k 102.81
Ishares Tr Expanded Tech (IGV) 0.2 $2.1M NEW 6.2k 344.87
Coca-Cola Company (KO) 0.2 $2.1M -57% 34k 61.99
Spdr Ser Tr S&p Retail Etf (XRT) 0.2 $2.1M NEW 28k 75.53
Intercontinental Exchange (ICE) 0.2 $2.0M +827% 15k 132.10
Westrock (WRK) 0.2 $2.0M NEW 43k 47.03
Abbvie (ABBV) 0.2 $2.0M -8% 12k 162.08
Ishares Msci Frontier (FM) 0.2 $2.0M -23% 61k 32.50
Procter & Gamble Company (PG) 0.2 $2.0M -62% 13k 152.81
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $2.0M +27% 38k 50.85
Home Depot (HD) 0.2 $1.9M +2% 6.5k 299.35
Pepsi (PEP) 0.2 $1.9M -36% 12k 167.37
Gilead Sciences (GILD) 0.2 $1.9M -12% 33k 59.47
American Express Company (AXP) 0.2 $1.9M +313% 10k 187.00
Advance Auto Parts (AAP) 0.2 $1.9M +68% 9.3k 207.00
salesforce (CRM) 0.2 $1.9M +39% 9.0k 212.29
Dish Network Corporation Cl A (DISH) 0.2 $1.9M NEW 60k 31.65
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.9M NEW 17k 108.37
Walt Disney Company (DIS) 0.2 $1.9M +24% 14k 137.16
McDonald's Corporation (MCD) 0.1 $1.8M -58% 7.5k 247.33
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.8M NEW 7.3k 254.45
Synchrony Financial (SYF) 0.1 $1.8M NEW 53k 34.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.8M +61% 24k 74.84
Skyworks Solutions (SWKS) 0.1 $1.8M NEW 13k 133.31
Fidelity National Financial Fnf Group Com (FNF) 0.1 $1.8M +23% 36k 48.85
Vanguard World Fds Financials Etf (VFH) 0.1 $1.8M NEW 19k 93.41
Flexshares Tr Stoxx Globr Inf (NFRA) 0.1 $1.7M +21% 30k 57.43
Honeywell International (HON) 0.1 $1.7M -42% 8.9k 194.58
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.7M +454% 14k 120.04
Intuit (INTU) 0.1 $1.7M +347% 3.6k 480.94
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.7M +7% 59k 28.28
W.R. Berkley Corporation (WRB) 0.1 $1.7M NEW 25k 66.59
Tesla Motors (TSLA) 0.1 $1.7M +11% 1.5k 1077.72
JPMorgan Chase & Co. (JPM) 0.1 $1.6M +3% 12k 136.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.6M -66% 42k 38.64
AGCO Corporation (AGCO) 0.1 $1.6M NEW 11k 146.06
Marsh & McLennan Companies (MMC) 0.1 $1.6M 9.4k 170.46
Newmont Mining Corporation (NEM) 0.1 $1.6M -66% 20k 79.44
D.R. Horton (DHI) 0.1 $1.6M -34% 21k 74.52
Masco Corporation (MAS) 0.1 $1.6M +831% 31k 51.01
Humana (HUM) 0.1 $1.6M NEW 3.6k 435.04
Packaging Corporation of America (PKG) 0.1 $1.5M NEW 9.8k 156.15
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.5M -3% 22k 68.95
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.5M +23% 22k 67.09
Goldman Sachs (GS) 0.1 $1.5M +382% 4.4k 330.11
Amdocs SHS (DOX) 0.1 $1.4M NEW 18k 82.23
Spdr Index Shs Fds S&p North Amer (NANR) 0.1 $1.4M +26% 24k 58.03
Lennar Corp Cl A (LEN) 0.1 $1.4M NEW 17k 81.17
Abbott Laboratories (ABT) 0.1 $1.4M +7% 12k 118.37
Eli Lilly & Co. (LLY) 0.1 $1.4M +9% 4.7k 286.38
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $1.3M 56k 24.12
Brown & Brown (BRO) 0.1 $1.3M 18k 72.26
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.1 $1.3M +36% 20k 62.79
Vaneck Etf Trust Agribusiness Etf (MOO) 0.1 $1.2M +44% 12k 104.55
Emerson Electric (EMR) 0.1 $1.2M +9% 13k 98.02
Draftkings Com Cl A (DKNG) 0.1 $1.2M NEW 61k 19.46
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $1.2M +13% 12k 94.03
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.1M -3% 22k 53.13
Vanguard World Fds Materials Etf (VAW) 0.1 $1.1M +12% 5.9k 193.99
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.1 $1.1M +106% 15k 75.47
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $1.1M +85% 17k 64.63
Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $1.1M +40% 13k 89.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.1M -31% 17k 66.19
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.1M 12k 89.88
PerkinElmer (PKI) 0.1 $1.1M 6.3k 174.51
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $1.1M +120% 17k 65.13
Ishares Tr Cybersecurity (IHAK) 0.1 $1.1M +3% 26k 42.70
W.W. Grainger (GWW) 0.1 $1.1M 2.1k 515.87
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.1M 2.00 529000.00
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M -72% 17k 62.77
First Tr Exchange Traded Wtr Etf (FIW) 0.1 $1.0M +40% 12k 84.30
Comcast Corp Cl A (CMCSA) 0.1 $1.0M -57% 22k 46.84
Equifax (EFX) 0.1 $1.0M 4.3k 237.12
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $1.0M +125% 19k 54.89
ConocoPhillips (COP) 0.1 $1.0M +226% 10k 100.00
Discovery Com Ser A (DISCA) 0.1 $1.0M NEW 40k 24.91
Ironsource Cl A Ord Shs (IS) 0.1 $999k NEW 208k 4.80
Paypal Holdings (PYPL) 0.1 $991k -19% 8.6k 115.64
Charter Communications Inc N Cl A (CHTR) 0.1 $980k +291% 1.8k 545.35
Northrop Grumman Corporation (NOC) 0.1 $980k -86% 2.2k 447.08
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $961k -4% 3.1k 305.27
Ishares Tr Us Trsprtion (IYT) 0.1 $960k -74% 3.6k 269.81
Opendoor Technologies (OPEN) 0.1 $945k NEW 109k 8.65
Novartis Sponsored Adr (NVS) 0.1 $895k +15% 10k 87.73
Charles River Laboratories (CRL) 0.1 $883k 3.1k 283.92
Automatic Data Processing (ADP) 0.1 $860k +3% 3.8k 227.63
Cisco Systems (CSCO) 0.1 $845k -83% 15k 55.75
S&p Global (SPGI) 0.1 $843k -71% 2.1k 410.02
Marathon Petroleum Corp (MPC) 0.1 $811k NEW 9.5k 85.49
EOG Resources (EOG) 0.1 $806k NEW 6.8k 119.27
Baxter International (BAX) 0.1 $794k -75% 10k 77.55
Atlassian Corp Cl A (TEAM) 0.1 $772k NEW 2.6k 293.76
Best Buy (BBY) 0.1 $755k -68% 8.3k 90.91
Cabot Oil & Gas Corporation (CTRA) 0.1 $754k NEW 28k 26.96
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $753k +17% 12k 60.70
Kinder Morgan (KMI) 0.1 $748k NEW 40k 18.91
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $743k NEW 8.9k 83.80
Vaneck Etf Trust Long Muni Etf (MLN) 0.1 $740k +59% 38k 19.39
Devon Energy Corporation (DVN) 0.1 $734k NEW 12k 59.12
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $727k +20% 34k 21.53
Texas Instruments Incorporated (TXN) 0.1 $725k +96% 3.9k 183.59
Hershey Company (HSY) 0.1 $713k -81% 3.3k 216.78
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $698k +15% 24k 28.76
Illinois Tool Works (ITW) 0.1 $697k -77% 3.3k 209.44
Copart (CPRT) 0.1 $694k -2% 5.5k 125.45
Oracle Corporation (ORCL) 0.1 $684k +8% 8.3k 82.73
Union Pacific Corporation (UNP) 0.1 $675k +30% 2.5k 273.06
Dover Corporation (DOV) 0.1 $671k 4.3k 156.96
State Street Corporation (STT) 0.1 $657k 7.5k 87.18
Colgate-Palmolive Company (CL) 0.1 $656k -80% 8.6k 75.87
Sherwin-Williams Company (SHW) 0.1 $654k 2.6k 249.81
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $637k +16% 17k 38.02
Kimberly-Clark Corporation (KMB) 0.0 $604k -10% 4.9k 123.16
Accenture Plc Ireland Shs Class A (ACN) 0.0 $581k 1.7k 337.01
Ishares Tr Modert Alloc Etf (AOM) 0.0 $574k -5% 13k 42.94
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $574k +8% 16k 36.04
Lockheed Martin Corporation (LMT) 0.0 $573k -89% 1.3k 441.45
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $567k 23k 24.64
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $549k +6% 11k 50.70
3M Company (MMM) 0.0 $535k -60% 3.6k 148.98
Corning Incorporated (GLW) 0.0 $535k NEW 15k 36.93
Stoneco Com Cl A (STNE) 0.0 $523k NEW 45k 11.69
Raytheon Technologies Corp (RTX) 0.0 $523k +24% 5.3k 99.11
Nextera Energy (NEE) 0.0 $518k -85% 6.1k 84.67
Ishares Tr Core Total Usd (IUSB) 0.0 $515k -14% 10k 49.64
Bank of America Corporation (BAC) 0.0 $504k 12k 41.21
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.0 $503k -9% 24k 21.24
Ishares Tr Us Consum Discre (IYC) 0.0 $499k NEW 6.6k 75.08
Progressive Corporation (PGR) 0.0 $495k -74% 4.3k 113.92
Cummins (CMI) 0.0 $488k NEW 2.4k 205.13
Broadcom (AVGO) 0.0 $483k +14% 767.00 629.73
Clorox Company (CLX) 0.0 $479k +57% 3.4k 138.96
Lowe's Companies (LOW) 0.0 $468k +10% 2.3k 202.16
Analog Devices (ADI) 0.0 $455k 2.8k 165.33
Linde SHS (LIN) 0.0 $451k +13% 1.4k 319.18
Danaher Corporation (DHR) 0.0 $448k +9% 1.5k 293.58
Wells Fargo & Company (WFC) 0.0 $447k +10% 9.2k 48.41
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $443k +13% 11k 39.87
Advanced Micro Devices (AMD) 0.0 $437k +63% 4.0k 109.36
Nike CL B (NKE) 0.0 $437k 3.3k 134.46
At&t (T) 0.0 $401k -56% 17k 23.60
Morgan Stanley Com New (MS) 0.0 $394k +5% 4.5k 87.40
Trane Technologies SHS (TT) 0.0 $393k +3% 2.6k 152.74
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $382k +9% 12k 30.86
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $373k NEW 3.2k 116.05
Thermo Fisher Scientific (TMO) 0.0 $370k +8% 627.00 590.11
Stryker Corporation (SYK) 0.0 $369k +5% 1.4k 267.00
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $368k NEW 1.9k 196.16
Charles Schwab Corporation (SCHW) 0.0 $353k +13% 4.2k 84.37
Air Products & Chemicals (APD) 0.0 $352k +36% 1.4k 249.65
Starbucks Corporation (SBUX) 0.0 $348k 3.8k 90.91
Medtronic SHS (MDT) 0.0 $346k NEW 3.1k 110.83
Entegris (ENTG) 0.0 $346k 2.6k 131.36
Quest Diagnostics Incorporated (DGX) 0.0 $345k 2.5k 136.69
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $340k +18% 7.8k 43.84
International Business Machines (IBM) 0.0 $339k +17% 2.6k 130.08
Ishares Tr U.s. Finls Etf (IYF) 0.0 $334k NEW 3.9k 84.64
Occidental Petroleum Corporation (OXY) 0.0 $333k NEW 5.9k 56.81
Zoetis Cl A (ZTS) 0.0 $332k +7% 1.8k 188.74
T. Rowe Price (TROW) 0.0 $329k NEW 2.2k 151.40
American Tower Reit (AMT) 0.0 $319k +10% 1.3k 251.38
Applied Materials (AMAT) 0.0 $316k +18% 2.4k 131.94
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $314k -5% 4.3k 73.88
Chubb (CB) 0.0 $314k +21% 1.5k 214.19
McKesson Corporation (MCK) 0.0 $313k -92% 1.0k 305.66
Prologis (PLD) 0.0 $310k +16% 1.9k 161.54
Paramount Global Class B Com (PARA) 0.0 $304k -88% 8.0k 37.81
Genuine Parts Company (GPC) 0.0 $299k 2.4k 125.95
Duke Energy Corp Com New (DUK) 0.0 $294k +30% 2.6k 111.49
Healthcare Tr Amer Cl A New (HTA) 0.0 $289k 9.2k 31.36
Activision Blizzard (ATVI) 0.0 $289k -94% 3.6k 80.03
CSX Corporation (CSX) 0.0 $282k +6% 7.5k 37.44
Deere & Company (DE) 0.0 $281k +15% 677.00 415.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $278k -49% 5.5k 50.58
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.0 $272k 13k 21.14
AutoZone (AZO) 0.0 $272k NEW 133.00 2045.11
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.0 $271k 21k 13.22
General Electric Com New (GE) 0.0 $270k NEW 3.0k 91.53
Allstate Corporation (ALL) 0.0 $269k -79% 1.9k 138.73
Dominion Resources (D) 0.0 $267k NEW 3.1k 85.06
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $266k 13k 21.11
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $265k NEW 13k 19.98
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $263k 13k 20.91
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $262k NEW 3.0k 87.98
Aramark Hldgs (ARMK) 0.0 $258k 6.9k 37.54
BP Sponsored Adr (BP) 0.0 $257k 8.7k 29.38
Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $254k -87% 11k 22.36
Nrg Energy Com New (NRG) 0.0 $248k NEW 6.5k 38.35
Paychex (PAYX) 0.0 $247k +8% 1.8k 136.39
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.0 $246k +7% 7.2k 34.09
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $245k +16% 8.1k 30.43
Maximus (MMS) 0.0 $243k NEW 3.2k 74.98
Carrier Global Corporation (CARR) 0.0 $242k +6% 5.3k 45.82
Kraft Heinz (KHC) 0.0 $242k NEW 6.1k 39.38
Arthur J. Gallagher & Co. (AJG) 0.0 $240k +6% 1.4k 174.93
Becton, Dickinson and (BDX) 0.0 $239k NEW 898.00 266.15
V.F. Corporation (VFC) 0.0 $236k -7% 4.2k 56.80
Dollar General (DG) 0.0 $233k +11% 1.0k 222.54
Cme (CME) 0.0 $227k NEW 953.00 238.20
Crown Castle Intl (CCI) 0.0 $226k +18% 1.2k 184.64
Us Bancorp Del Com New (USB) 0.0 $223k -7% 4.2k 53.04
Ishares Tr Msci Intl Multft (INTF) 0.0 $221k NEW 8.0k 27.67
Hca Holdings (HCA) 0.0 $220k NEW 876.00 251.14
Norfolk Southern (NSC) 0.0 $216k +6% 758.00 284.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $215k 1.6k 134.63
Ishares Tr Us Industrials (IYJ) 0.0 $214k NEW 2.0k 105.63
Sap Se Spon Adr (SAP) 0.0 $211k 1.9k 111.05
Tyson Foods Cl A (TSN) 0.0 $208k -93% 2.3k 89.58
Otis Worldwide Corp (OTIS) 0.0 $208k +6% 2.7k 76.92
Southern Company (SO) 0.0 $208k NEW 2.9k 72.42
Lauder Estee Cos Cl A (EL) 0.0 $208k -16% 765.00 271.90
Fastenal Company (FAST) 0.0 $207k -76% 3.5k 59.53
First Tr Exchange-traded Multi Asset Di (MDIV) 0.0 $206k -90% 12k 16.85
Bank of New York Mellon Corporation (BK) 0.0 $205k NEW 4.1k 49.61
Steel Dynamics (STLD) 0.0 $204k NEW 2.4k 83.33
Truist Financial Corp equities (TFC) 0.0 $204k NEW 3.6k 56.71
Regal-beloit Corporation (RRX) 0.0 $203k NEW 1.4k 148.94
Dick's Sporting Goods (DKS) 0.0 $202k NEW 2.0k 99.85
Kellogg Company (K) 0.0 $201k -3% 3.1k 64.40
Public Storage (PSA) 0.0 $200k NEW 513.00 389.86
Ford Motor Company (F) 0.0 $183k NEW 11k 16.94
Ivy High Income Opportunities (IVH) 0.0 $165k 13k 12.67
Vector (VGR) 0.0 $146k -2% 12k 12.06
Falcon Minerals Corp Cl A Com (FLMN) 0.0 $84k 13k 6.72

Past Filings by CX Institutional

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