CX Institutional
Latest statistics and disclosures from CX Institutional's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPTI, VO, BNDX, VV, and represent 15.65% of CX Institutional's stock portfolio.
- Added to shares of these 10 stocks: BSV (+$18M), GBIL (+$11M), SPGM (+$7.0M), IWD (+$6.5M), URTH (+$6.2M), IWC (+$5.8M), MDYG (+$5.2M), ERUS (+$5.1M), FV (+$5.1M), ENOR.
- Started 106 new stock positions in AGD, CHGG, HRB, Dimensional Etf Trust, HAE, RGA, RAMP, FLMN, NET, LGND.
- Reduced shares in these 10 stocks: XLB (-$11M), USMV (-$8.9M), SCHG (-$5.2M), EFAV (-$5.1M), EWD (-$5.0M), EFNL, VO, EWU, IEF, GDX.
- Sold out of its positions in CQP, CLF, EPR, FLIR Systems, Fs Kkr Capital Corp. Ii, QQQ, IVR, MCHI, JMUB, JD. LB, LYFT, PAG, RAD, SMED, TAL, Varian Medical Systems.
- CX Institutional was a net buyer of stock by $39M.
- CX Institutional has $1.2B in assets under management (AUM), dropping by 8.81%.
- Central Index Key (CIK): 0001737089
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Portfolio Holdings for CX Institutional
Companies in the CX Institutional portfolio as of the June 2021 quarterly 13F filing
CX Institutional has 956 total positions. Only the first 250 positions are shown.
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- Download the CX Institutional June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares ETFs/USA Etp (IVV) | 3.8 | $46M | 108k | 429.93 | ||
| State Street ETF/USA Etp (SPTI) | 3.8 | $46M | +4% | 1.4M | 32.38 | |
| Vanguard ETF/USA Etp (VO) | 3.5 | $42M | -10% | 178k | 237.35 | |
| Vanguard ETF/USA Etp (BNDX) | 2.4 | $29M | +15% | 509k | 57.10 | |
| Vanguard ETF/USA Etp (VV) | 2.2 | $27M | -4% | 135k | 200.75 | |
| Vanguard ETF/USA Etp (BSV) | 2.0 | $24M | +271% | 292k | 82.16 | |
| Vanguard ETF/USA Etp (VB) | 1.7 | $20M | 91k | 225.28 | ||
| State Street ETF/USA Etp (TFI) | 1.6 | $19M | +3% | 373k | 52.11 | |
| iShares ETFs/USA Etp (MUB) | 1.5 | $18M | +3% | 157k | 117.19 | |
| iShares ETFs/USA Etp (IUSG) | 1.3 | $16M | -8% | 162k | 100.98 | |
| iShares ETFs/USA Etp (SHY) | 1.3 | $16M | +5% | 186k | 86.16 | |
| Vaneck Amt-free Interm Muni Etp (ITM) | 1.3 | $16M | +4% | 307k | 51.81 | |
| Schwab ETFs/USA Etp (SCHV) | 1.2 | $15M | 221k | 68.37 | ||
| iShares ETFs/USA Etp (IEFA) | 1.2 | $15M | +4% | 195k | 74.86 | |
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| iShares ETFs/USA Etp (URTH) | 1.2 | $14M | +75% | 114k | 126.57 | |
| Ishares Floating Rate Bond E Etp (FLOT) | 1.1 | $13M | +4% | 264k | 50.82 | |
| iShares ETFs/USA Etp (SCZ) | 1.1 | $13M | +3% | 175k | 74.16 | |
| Goldman Sachs ETF Trust Etp (GSLC) | 1.0 | $13M | +9% | 149k | 86.03 | |
| State Street ETF/USA Etp (XLK) | 1.0 | $13M | +8% | 85k | 147.66 | |
| Goldman Sachs ETF Trust Etp (GBIL) | 1.0 | $12M | +752% | 122k | 100.11 | |
| State Street ETF/USA Etp (XLY) | 1.0 | $12M | -2% | 66k | 178.55 | |
| State Street ETF/USA Etp (XLV) | 1.0 | $12M | +5% | 93k | 125.95 | |
| State Street ETF/USA Etp (XLC) | 1.0 | $12M | +2% | 145k | 80.97 | |
| Ishares Russell 1000 Value E Etp (IWD) | 0.9 | $12M | +128% | 73k | 158.62 | |
| State Street ETF/USA Etp (SDY) | 0.9 | $11M | -13% | 93k | 122.28 | |
| State Street ETF/USA Etp (XLP) | 0.9 | $11M | +5% | 162k | 69.97 | |
| ProShares ETFs/USA Etp (IGHG) | 0.9 | $11M | +28% | 141k | 76.53 | |
| State Street ETF/USA Etp (SPLG) | 0.9 | $11M | -12% | 213k | 50.33 | |
| iShares ETFs/USA Etp (HEFA) | 0.8 | $10M | +20% | 291k | 34.64 | |
| Vanguard ETF/USA Etp (VUG) | 0.8 | $10M | +13% | 35k | 286.82 | |
| JP Morgan ETFs/USA Etp (JPST) | 0.8 | $9.2M | -13% | 182k | 50.74 | |
| Ishares Mbs Etf Etp (MBB) | 0.8 | $9.2M | +5% | 85k | 108.23 | |
| iShares ETFs/USA Etp (USMV) | 0.7 | $9.0M | -49% | 122k | 73.61 | |
| Microsoft Corporation (MSFT) | 0.7 | $9.0M | 33k | 270.91 | ||
| iShares ETFs/USA Etp (IWF) | 0.7 | $8.5M | -4% | 31k | 271.47 | |
| Goldman Sachs ETF Trust Etp (GSEW) | 0.7 | $8.4M | +7% | 125k | 67.20 | |
| Vanguard ETF/USA Etp (MGK) | 0.7 | $8.3M | -6% | 36k | 231.36 | |
| Apple (AAPL) | 0.6 | $7.7M | -8% | 56k | 136.97 | |
| Vanguard ETF/USA Etp (VOT) | 0.6 | $7.4M | -20% | 31k | 236.36 | |
| iShares ETFs/USA Etp (IMTM) | 0.6 | $7.2M | +10% | 187k | 38.68 | |
| iShares ETFs/USA Etp (IWC) | 0.6 | $7.2M | +420% | 47k | 152.59 | |
| First Trust ETFs/USA Etp (FV) | 0.6 | $7.0M | +270% | 148k | 47.38 | |
| Spdr Port Msci G Etp (SPGM) | 0.6 | $7.0M | NEW | 126k | 55.52 | |
| Vanguard ETF/USA Etp (VOE) | 0.6 | $6.9M | -25% | 49k | 140.50 | |
| State Street ETF/USA Etp (MDYG) | 0.6 | $6.9M | +303% | 89k | 77.52 | |
| State Street ETF/USA Etp (SHM) | 0.6 | $6.9M | 139k | 49.56 | ||
| State Street ETF/USA Etp (SPYV) | 0.6 | $6.7M | 170k | 39.54 | ||
| iShares ETFs/USA Etp (AAXJ) | 0.6 | $6.7M | +15% | 71k | 94.49 | |
| iShares ETFs/USA Etp (EFA) | 0.5 | $6.6M | +136% | 84k | 78.88 | |
| WisdomTree ETFs/USA Etp (DON) | 0.5 | $6.4M | -14% | 151k | 41.95 | |
| Costco Wholesale Corporation (COST) | 0.5 | $6.3M | +3% | 16k | 395.66 | |
| WisdomTree ETFs/USA Etp (DLN) | 0.5 | $5.9M | -11% | 49k | 120.32 | |
| Vanguard ETF/USA Etp (VWO) | 0.5 | $5.9M | +4% | 109k | 54.31 | |
| Johnson & Johnson (JNJ) | 0.5 | $5.9M | 36k | 164.74 | ||
| Ishares Iboxx Investment Gra Etp (LQD) | 0.5 | $5.8M | -22% | 43k | 134.35 | |
| Ishares Iboxx High Yld Corp Etp (HYG) | 0.5 | $5.7M | -26% | 64k | 88.03 | |
| Legg Mason ETF Investment Trus Etp (LVHD) | 0.5 | $5.5M | -5% | 152k | 36.48 | |
| iShares ETFs/USA Etp (EFAV) | 0.5 | $5.5M | -48% | 73k | 75.53 | |
| Vanguard ETF/USA Etp (VBK) | 0.4 | $5.3M | +11% | 18k | 289.76 | |
| Procter & Gamble Company (PG) | 0.4 | $5.3M | +3% | 39k | 134.93 | |
| Aon | 0.4 | $5.2M | -3% | 22k | 238.78 | |
| iShares ETFs/USA Etp (ERUS) | 0.4 | $5.2M | +13123% | 117k | 44.28 | |
| Vanguard ETF/USA Etp (VBR) | 0.4 | $5.1M | -3% | 29k | 173.66 | |
| State Street ETF/USA Etp (SPEM) | 0.4 | $5.0M | +1180% | 111k | 45.50 | |
| iShares ETFs/USA Etp (EIS) | 0.4 | $5.0M | +2% | 72k | 69.63 | |
| iShares ETFs/USA Etp (INDA) | 0.4 | $5.0M | +2% | 113k | 44.25 | |
| iShares ETFs/USA Etp (EWC) | 0.4 | $5.0M | -6% | 134k | 37.27 | |
| iShares ETFs/USA Etp (EWN) | 0.4 | $5.0M | -2% | 103k | 48.45 | |
| iShares ETFs/USA Etp (EWG) | 0.4 | $5.0M | +2% | 143k | 34.60 | |
| iShares ETFs/USA Etp (EEMV) | 0.4 | $4.9M | 77k | 64.15 | ||
| iShares ETFs/USA Etp (EWI) | 0.4 | $4.9M | 152k | 32.39 | ||
| iShares ETFs/USA Etp (ENOR) | 0.4 | $4.9M | +10979% | 173k | 28.37 | |
| iShares ETFs/USA Etp (IDV) | 0.4 | $4.9M | +4% | 151k | 32.40 | |
| iShares ETFs/USA Etp (EWQ) | 0.4 | $4.9M | +22538% | 129k | 37.85 | |
| iShares ETFs/USA Etp (EWA) | 0.4 | $4.9M | +20291% | 187k | 25.98 | |
| WisdomTree ETFs/USA Etp (DEM) | 0.4 | $4.6M | 101k | 45.68 | ||
| VanEck Vectors ETFs/USA Etp (MLN) | 0.4 | $4.6M | +5% | 210k | 21.91 | |
| UnitedHealth (UNH) | 0.4 | $4.6M | -31% | 12k | 400.44 | |
| Amazon (AMZN) | 0.4 | $4.6M | +7% | 1.3k | 3439.94 | |
| Goldman Sachs ETF Trust Etp (GIGB) | 0.4 | $4.6M | -7% | 83k | 54.85 | |
| Pepsi (PEP) | 0.4 | $4.5M | 30k | 148.16 | ||
| iShares ETFs/USA Etp (IVE) | 0.4 | $4.5M | -7% | 31k | 147.64 | |
| Nasdaq Omx (NDAQ) | 0.4 | $4.5M | -4% | 25k | 175.78 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.4M | 31k | 141.01 | ||
| Northrop Grumman Corporation (NOC) | 0.3 | $4.2M | -2% | 12k | 363.44 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $4.0M | 1.7k | 2441.55 | ||
| Activision Blizzard (ATVI) | 0.3 | $4.0M | +2% | 42k | 95.43 | |
| Home Depot (HD) | 0.3 | $4.0M | -35% | 13k | 318.88 | |
| State Street ETF/USA Etp (SPTS) | 0.3 | $3.9M | +154% | 129k | 30.64 | |
| JP Morgan ETFs/USA Etp (JMST) | 0.3 | $3.9M | -17% | 76k | 51.05 | |
| Cisco Systems (CSCO) | 0.3 | $3.7M | -6% | 70k | 52.99 | |
| Amgen (AMGN) | 0.3 | $3.6M | -2% | 15k | 243.74 | |
| Spdr Bbg Barc 1-3 Month Tbil Etp (BIL) | 0.3 | $3.6M | +418% | 40k | 91.47 | |
| iShares ETFs/USA Etp (AGG) | 0.3 | $3.6M | -7% | 31k | 115.32 | |
| Gilead Sciences (GILD) | 0.3 | $3.5M | +6% | 51k | 68.87 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $3.4M | 9.1k | 378.31 | ||
| Vaneck Vec Soc Etp (BUZZ) | 0.3 | $3.4M | NEW | 126k | 26.74 | |
| Invesco ETFs/USA Etp (SPLV) | 0.3 | $3.3M | +4% | 55k | 60.91 | |
| Facebook Inc cl a (FB) | 0.3 | $3.3M | -3% | 9.5k | 347.73 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $3.3M | 12k | 277.96 | ||
| Fastenal Company (FAST) | 0.3 | $3.2M | 61k | 52.00 | ||
| In Nsdq N Gn 100 Etp (QQQJ) | 0.3 | $3.2M | NEW | 92k | 34.41 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.2M | +2% | 4.0k | 800.05 | |
| Gs Hdg Ind V Etf Etp (GVIP) | 0.3 | $3.1M | NEW | 31k | 101.65 | |
| Magellan Midstre MLP (MMP) | 0.3 | $3.1M | 64k | 48.91 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $3.0M | +9% | 48k | 63.08 | |
| State Street ETF/USA Etp (ULST) | 0.2 | $2.8M | -17% | 70k | 40.48 | |
| Schwab ETFs/USA Etp (SCHB) | 0.2 | $2.8M | +13% | 27k | 104.28 | |
| Sherwin-Williams Company (SHW) | 0.2 | $2.7M | +195% | 9.9k | 272.45 | |
| Vanguard ETF/USA Etp (VGT) | 0.2 | $2.6M | +5% | 6.6k | 398.81 | |
| Visa (V) | 0.2 | $2.6M | +2% | 11k | 233.84 | |
| Waste Management (WM) | 0.2 | $2.6M | 19k | 140.10 | ||
| Pfizer (PFE) | 0.2 | $2.6M | +4% | 66k | 39.17 | |
| Oracle Corporation (ORCL) | 0.2 | $2.6M | -12% | 33k | 77.83 | |
| iShares ETFs/USA Etp (SOXX) | 0.2 | $2.6M | 5.6k | 454.21 | ||
| Automatic Data Processing (ADP) | 0.2 | $2.6M | -7% | 13k | 198.62 | |
| Vanguard ETF/USA Etp (VIS) | 0.2 | $2.5M | 13k | 196.41 | ||
| Vanguard ETF/USA Etp (VCR) | 0.2 | $2.5M | +3% | 8.0k | 314.01 | |
| Paypal Holdings (PYPL) | 0.2 | $2.4M | -8% | 8.4k | 291.41 | |
| Schwab ETFs/USA Etp (SCHG) | 0.2 | $2.4M | -68% | 17k | 145.93 | |
| Chevron Corporation (CVX) | 0.2 | $2.4M | +3% | 23k | 104.73 | |
| State Street ETF/USA Etp (SPTM) | 0.2 | $2.4M | -24% | 46k | 52.97 | |
| Merck & Co (MRK) | 0.2 | $2.4M | -39% | 31k | 77.76 | |
| Vanguard ETF/USA Etp (VAW) | 0.2 | $2.4M | -2% | 13k | 180.79 | |
| iShares ETFs/USA Etp (IWM) | 0.2 | $2.4M | +10964% | 10k | 229.40 | |
| Vanguard ETF/USA Etp (VDC) | 0.2 | $2.4M | -50% | 13k | 182.54 | |
| iShares ETFs/USA Etp (IGV) | 0.2 | $2.4M | +8% | 6.1k | 389.94 | |
| iShares ETFs/USA Etp (IYT) | 0.2 | $2.3M | -7% | 9.0k | 259.97 | |
| Pool Corporation (POOL) | 0.2 | $2.3M | 5.1k | 458.63 | ||
| Zoetis Inc Cl A (ZTS) | 0.2 | $2.3M | +2% | 13k | 186.39 | |
| S&p Global (SPGI) | 0.2 | $2.3M | -3% | 5.7k | 410.40 | |
| Union Pacific Corporation (UNP) | 0.2 | $2.3M | -2% | 10k | 219.97 | |
| Moody's Corporation (MCO) | 0.2 | $2.3M | -4% | 6.3k | 362.37 | |
| State Street ETF/USA Etp (SPIB) | 0.2 | $2.3M | -8% | 62k | 36.70 | |
| iShares ETFs/USA Etp (IHF) | 0.2 | $2.3M | +4952% | 8.5k | 266.49 | |
| State Street ETF/USA Etp (XPH) | 0.2 | $2.3M | +5589% | 44k | 51.76 | |
| Advance Auto Parts (AAP) | 0.2 | $2.2M | +2% | 11k | 205.15 | |
| Allstate Corporation (ALL) | 0.2 | $2.2M | +4% | 17k | 130.42 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.2M | -10% | 11k | 192.27 | |
| O'reilly Automotive (ORLY) | 0.2 | $2.2M | -3% | 3.8k | 566.13 | |
| CBOE Holdings (CBOE) | 0.2 | $2.1M | -7% | 18k | 119.04 | |
| D.R. Horton (DHI) | 0.2 | $2.1M | -9% | 23k | 90.38 | |
| Rockwell Automation (ROK) | 0.2 | $2.1M | -2% | 7.3k | 286.03 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.1M | -2% | 823.00 | 2506.68 | |
| Illinois Tool Works (ITW) | 0.2 | $2.0M | -8% | 9.1k | 223.54 | |
| Hershey Company (HSY) | 0.2 | $2.0M | -6% | 12k | 174.18 | |
| Roku (ROKU) | 0.2 | $2.0M | NEW | 4.4k | 459.18 | |
| Kellogg Company (K) | 0.2 | $2.0M | -6% | 32k | 64.34 | |
| Clorox Company (CLX) | 0.2 | $2.0M | 11k | 179.93 | ||
| Intercontinental Exchange (ICE) | 0.2 | $2.0M | 17k | 118.73 | ||
| Tyson Foods (TSN) | 0.2 | $2.0M | +2% | 27k | 73.77 | |
| McKesson Corporation (MCK) | 0.2 | $2.0M | +4% | 11k | 191.28 | |
| Kroger (KR) | 0.2 | $2.0M | -11% | 52k | 38.31 | |
| Colgate-Palmolive Company (CL) | 0.2 | $2.0M | +3% | 24k | 81.34 | |
| Allegion Plc equity (ALLE) | 0.2 | $2.0M | -11% | 14k | 139.33 | |
| Newmont Mining Corporation (NEM) | 0.2 | $2.0M | -2% | 31k | 63.38 | |
| Tractor Supply Company (TSCO) | 0.2 | $1.9M | -18% | 11k | 186.04 | |
| Constellation Brands (STZ) | 0.2 | $1.9M | -2% | 8.2k | 233.95 | |
| IDEX Corporation (IEX) | 0.2 | $1.9M | -7% | 8.7k | 220.00 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | -4% | 12k | 155.55 | |
| Best Buy (BBY) | 0.2 | $1.9M | -10% | 16k | 114.95 | |
| Peloton Interactive Inc cl a (PTON) | 0.2 | $1.9M | +53350% | 15k | 124.01 | |
| Huntington Ingalls Inds (HII) | 0.2 | $1.8M | -19% | 8.8k | 210.78 | |
| 3M Company (MMM) | 0.2 | $1.8M | +2% | 9.2k | 198.68 | |
| Zoom Video Communications In cl a (ZM) | 0.1 | $1.8M | NEW | 4.7k | 387.05 | |
| At&t (T) | 0.1 | $1.8M | +28% | 63k | 28.78 | |
| ConAgra Foods (CAG) | 0.1 | $1.8M | -7% | 49k | 36.38 | |
| iShares ETFs/USA Etp (MTUM) | 0.1 | $1.8M | -63% | 10k | 173.41 | |
| Twilio Inc cl a (TWLO) | 0.1 | $1.7M | NEW | 4.3k | 394.20 | |
| iShares ETFs/USA Etp (AOA) | 0.1 | $1.7M | +4% | 24k | 70.65 | |
| Unity Software (U) | 0.1 | $1.7M | NEW | 15k | 109.81 | |
| State Street ETF/USA Etp (XBI) | 0.1 | $1.7M | 12k | 135.38 | ||
| iShares ETFs/USA Etp (FM) | 0.1 | $1.6M | -43% | 50k | 33.19 | |
| First Trust ETFs/USA Etp (CIBR) | 0.1 | $1.6M | -27% | 35k | 46.75 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.6M | NEW | 16k | 104.10 | |
| Progressive Corporation (PGR) | 0.1 | $1.6M | 16k | 98.20 | ||
| General Dynamics Corporation (GD) | 0.1 | $1.6M | -5% | 8.3k | 188.18 | |
| Zillow Group Inc Cl A (ZG) | 0.1 | $1.6M | NEW | 13k | 122.51 | |
| Citrix Systems (CTXS) | 0.1 | $1.6M | -6% | 13k | 117.30 | |
| Network Associates Inc cl a (NET) | 0.1 | $1.5M | NEW | 15k | 105.83 | |
| Abbvie (ABBV) | 0.1 | $1.5M | +3% | 13k | 112.63 | |
| Ringcentral (RNG) | 0.1 | $1.5M | +11456% | 5.1k | 290.66 | |
| Nuveen ETFs/USA Etp (NUBD) | 0.1 | $1.4M | -27% | 55k | 26.08 | |
| NetApp (NTAP) | 0.1 | $1.4M | 17k | 81.84 | ||
| Avalara (AVLR) | 0.1 | $1.4M | NEW | 8.6k | 161.82 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | 9.6k | 140.69 | ||
| Coca-Cola Company (KO) | 0.1 | $1.4M | -56% | 25k | 54.10 | |
| First American Financial (FAF) | 0.1 | $1.3M | 21k | 62.37 | ||
| Evergy (EVRG) | 0.1 | $1.3M | +2% | 21k | 60.41 | |
| Fnf (FNF) | 0.1 | $1.2M | 29k | 43.46 | ||
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +4% | 5.3k | 230.90 | |
| Vanguard ETF/USA Etp (VEA) | 0.1 | $1.2M | +18% | 24k | 51.50 | |
| Zions Bancorporation (ZION) | 0.1 | $1.2M | +2% | 23k | 52.86 | |
| Hasbro (HAS) | 0.1 | $1.2M | +9% | 12k | 94.54 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | +2% | 12k | 96.22 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.9k | 115.90 | ||
| Charles River Laboratories (CRL) | 0.1 | $1.2M | 3.1k | 370.01 | ||
| iShares ETFs/USA Etp (IHAK) | 0.1 | $1.1M | -23% | 26k | 43.14 | |
| PROG Holdings (PRG) | 0.1 | $1.0M | NEW | 21k | 48.12 | |
| Equifax (EFX) | 0.1 | $1.0M | 4.2k | 239.40 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $982k | -69% | 4.3k | 229.60 | |
| Comcast Corporation (CMCSA) | 0.1 | $967k | -5% | 17k | 57.03 | |
| PerkinElmer (PKI) | 0.1 | $958k | 6.2k | 154.44 | ||
| Brown & Brown (BRO) | 0.1 | $955k | 18k | 53.15 | ||
| Novartis (NVS) | 0.1 | $931k | 10k | 91.26 | ||
| W.W. Grainger (GWW) | 0.1 | $925k | 2.1k | 437.77 | ||
| Tesla Motors (TSLA) | 0.1 | $920k | -54% | 1.4k | 679.97 | |
| Vanguard ETF/USA Etp (ESGV) | 0.1 | $919k | +6% | 12k | 80.02 | |
| iShares ETFs/USA Etp (IUSV) | 0.1 | $917k | -13% | 13k | 71.92 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $837k | 2.00 | 418500.00 | ||
| FlexShares ETFs/USA Etp (NFRA) | 0.1 | $833k | -22% | 15k | 57.50 | |
| Global X ETFs/USA Etp (PAVE) | 0.1 | $833k | -35% | 32k | 25.74 | |
| Copart (CPRT) | 0.1 | $822k | -6% | 6.2k | 131.88 | |
| iShares ETFs/USA Etp (IGF) | 0.1 | $819k | -25% | 18k | 45.40 | |
| iShares ETFs/USA Etp (IVLU) | 0.1 | $803k | -51% | 31k | 25.82 | |
| State Street ETF/USA Etp (SPYG) | 0.1 | $787k | -34% | 13k | 62.99 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $712k | 5.3k | 133.83 | ||
| MasterCard Incorporated (MA) | 0.1 | $709k | -72% | 1.9k | 365.09 | |
| Nuveen ETFs/USA Etp (NULG) | 0.1 | $701k | 11k | 64.54 | ||
| Nuveen ETFs/USA Etp (NUDM) | 0.1 | $652k | 21k | 31.58 | ||
| iShares ETFs/USA Etp (IUSB) | 0.1 | $651k | 12k | 53.46 | ||
| State Street ETF/USA Etp (NANR) | 0.1 | $634k | -36% | 15k | 41.62 | |
| iShares ETFs/USA Etp (AOM) | 0.1 | $632k | -5% | 14k | 45.08 | |
| Dover Corporation (DOV) | 0.1 | $630k | 4.2k | 150.68 | ||
| State Street ETF/USA Etp (GNR) | 0.1 | $624k | -34% | 12k | 52.97 | |
| VanEck Vectors ETFs/USA Etp (MOO) | 0.1 | $618k | -33% | 6.8k | 91.07 | |
| American Express Company (AXP) | 0.1 | $613k | -9% | 3.7k | 165.32 | |
| Invesco ETFs/USA Etp (BSCM) | 0.0 | $603k | +41% | 28k | 21.59 | |
| State Street Corporation (STT) | 0.0 | $599k | 7.3k | 82.31 | ||
| Quidel Corporation (QDEL) | 0.0 | $597k | NEW | 4.7k | 128.14 | |
| iShares ETFs/USA Etp (SUSB) | 0.0 | $595k | -30% | 23k | 26.03 | |
| Sunrun (RUN) | 0.0 | $594k | NEW | 11k | 55.81 | |
| First Trust Wate Etp (FIW) | 0.0 | $592k | NEW | 7.1k | 83.59 | |
| iShares ETFs/USA Etp (WOOD) | 0.0 | $588k | -34% | 6.8k | 86.83 | |
| Mondelez Int (MDLZ) | 0.0 | $582k | +4% | 9.3k | 62.41 | |
| Verizon Communications (VZ) | 0.0 | $581k | +34% | 10k | 56.07 | |
| Spdr S&p Regional Banking Etp (KRE) | 0.0 | $573k | 8.7k | 65.55 | ||
| First Trust ETFs/USA Etp (IFV) | 0.0 | $555k | -44% | 23k | 24.65 | |
| Sailpoint Technlgies Hldgs I (SAIL) | 0.0 | $554k | NEW | 11k | 51.05 | |
| Nuveen ETFs/USA Etp (NUMV) | 0.0 | $553k | 15k | 36.25 | ||
| Nuveen ETFs/USA Etp (NULV) | 0.0 | $538k | 14k | 37.78 | ||
| Emergent BioSolutions (EBS) | 0.0 | $531k | NEW | 8.4k | 62.94 | |
| Bristol Myers Squibb (BMY) | 0.0 | $527k | +21% | 7.9k | 66.83 | |
| First Trust ETFs/USA Etp (FTLS) | 0.0 | $526k | 11k | 48.61 | ||
| ViaSat (VSAT) | 0.0 | $522k | NEW | 11k | 49.87 | |
| Haemonetics Corporation (HAE) | 0.0 | $520k | NEW | 7.8k | 66.58 | |
| Liveramp Holdings (RAMP) | 0.0 | $502k | NEW | 11k | 46.83 | |
| Bank of America Corporation (BAC) | 0.0 | $501k | -2% | 12k | 41.20 | |
| Netflix (NFLX) | 0.0 | $501k | -77% | 949.00 | 527.92 | |
| Nike (NKE) | 0.0 | $495k | -78% | 3.2k | 154.54 | |
Past Filings by CX Institutional
SEC 13F filings are viewable for CX Institutional going back to 2018
- CX Institutional 2021 Q2 filed Aug. 4, 2021
- CX Institutional 2021 Q1 filed April 15, 2021
- 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