CX Institutional

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

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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.

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