Cx Institutional
CIK Number: 0001737089
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MS... | 85.61 | -0.04% | 1.49M | -22.34% | 112.87M | 69.78 | 4.26% | Share |
| 2 | SPTI | SPDR Portfolio ... | 28.70 | -0.24% | 2.04M | -6.55% | 58.41M | 29.2 | 2.20% | Share |
| 3 | JAAA | Janus Henderson... | 50.70 | +0.13% | 1.15M | +6.16% | 58.34M | 50.19 | 2.20% | Share |
| 4 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 224.46K | +13.88% | 58.05M | 200.13 | 2.19% | Share |
| 5 | IVE | iShares S&P 500... | 202.03 | -0.1% | 281.64K | +21.21% | 53.68M | 165.45 | 2.03% | Share |
| 6 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 170.74K | +3.11% | 52.74M | 270.62 | 1.99% | Share |
| 7 | IVV | iShares Core S&... | 648.15 | +0.01% | 92.64K | -0.41% | 52.05M | 309.56 | 1.96% | Share |
| 8 | IUSG | iShares Core S&... | 158.04 | +0.04% | 407.17K | +38.37% | 51.74M | 111.43 | 1.95% | Share |
| 9 | IWF | iShares Russell... | 450.40 | +0.11% | 142.68K | +39.64% | 51.52M | 317.51 | 1.94% | Share |
| 10 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 1.91M | +3.59% | 50.75M | 24.1 | 1.92% | Share |
| 11 | VB | Vanguard Small ... | 246.81 | -1.26% | 226.21K | +25.76% | 50.16M | 199.02 | 1.89% | Share |
| 12 | SPBO | SPDR Portfolio ... | 29.27 | -0.26% | 1.67M | -5.83% | 48.57M | 29.19 | 1.83% | Share |
| 13 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 528.49K | +13.51% | 48.11M | 93.12 | 1.82% | Share |
| 14 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 442.31K | -38.79% | 44.53M | 100.52 | 1.68% | Share |
| 15 | IWD | iShares Russell... | 198.66 | -0.29% | 225.19K | +16.30% | 42.37M | 164.51 | 1.60% | Share |
| 16 | AAPL | Apple Inc. | 232.81 | -0.22% | 189.98K | +7.35% | 42.2M | 164.61 | 1.59% | Share |
| 17 | SPMB | SPDR Portfolio ... | 22.05 | -0.32% | 1.82M | -7.31% | 40.19M | 22.28 | 1.52% | Share |
| 18 | ITM | VanEck Intermed... | 45.56 | -0.13% | 749.5K | +1.51% | 34.11M | 46.9 | 1.29% | Share |
| 19 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 84.18K | +7.36% | 31.6M | 266.22 | 1.19% | Share |
| 20 | TAXF | American Centur... | 48.85 | -0.17% | 637.72K | +3.06% | 31.55M | 52.02 | 1.19% | Share |
| 21 | HEFA | iShares Currenc... | 38.95 | +0.53% | 843.26K | -31.65% | 30.6M | 34.85 | 1.16% | Share |
| 22 | BNDX | Vanguard Total ... | 49.32 | -0.23% | 615.64K | -5.32% | 30.06M | 50.84 | 1.13% | Share |
| 23 | MUB | iShares Nationa... | 104.03 | -0.18% | 274.72K | +24.23% | 28.97M | 107.77 | 1.09% | Share |
| 24 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 577.15K | +24.47% | 28.64M | 50.57 | 1.08% | Share |
| 25 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 245.72K | +18.79% | 26.63M | 81.66 | 1.01% | Share |
| 26 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 282.83K | +27.96% | 22.73M | 68.48 | 0.86% | Share |
| 27 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 27.22K | +15.24% | 22.48M | 483.72 | 0.85% | Share |
| 28 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 115.94K | +7.55% | 22.06M | 147.72 | 0.83% | Share |
| 29 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 260.86K | -6.33% | 21.58M | 81.64 | 0.81% | Share |
| 30 | V | Visa Inc. | 345.40 | +0.83% | 59.79K | +15.05% | 20.95M | 247.92 | 0.79% | Share |
| 31 | META | Meta Platforms,... | 781.96 | +0.24% | 35.81K | +20.81% | 20.64M | 383.13 | 0.78% | Share |
| 32 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 132.27K | +13.54% | 20.45M | 115.43 | 0.77% | Share |
| 33 | NFRA | FlexShares STOX... | 62.66 | -0.18% | 340.88K | +465.19% | 19.65M | 56.84 | 0.74% | Share |
| 34 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 75.33K | +64.19% | 19.52M | 240.12 | 0.74% | Share |
| 35 | PZA | Invesco Nationa... | 22.20 | -0.27% | 787.56K | +3.56% | 18.14M | 23.57 | 0.68% | Share |
| 36 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 32.39K | -17.51% | 18.12M | 483.44 | 0.68% | Share |
| 37 | PAVE | Global X U.S. I... | 46.42 | -1.45% | 461.89K | +265.53% | 17.43M | 34.8 | 0.66% | Share |
| 38 | PG | The Procter & G... | 153.70 | -1.1% | 97.15K | -5.59% | 16.56M | 156.3 | 0.63% | Share |
| 39 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 95.58K | +19.37% | 16M | 153.78 | 0.60% | Share |
| 40 | VV | Vanguard Large ... | 297.69 | +0.03% | 62.12K | +4.97% | 15.97M | 158.26 | 0.60% | Share |
| 41 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 86.88K | -0.26% | 15.05M | 148.3 | 0.57% | Share |
| 42 | VTV | Vanguard Value ... | 180.44 | -0.2% | 84.38K | +19.10% | 14.58M | 156.56 | 0.55% | Share |
| 43 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 69.46K | -1.15% | 14.55M | 147.94 | 0.55% | Share |
| 44 | SCHW | The Charles Sch... | 97.75 | +2.26% | 180.91K | +1.85K% | 14.16M | 77.18 | 0.53% | Share |
| 45 | HON | Honeywell Inter... | 218.15 | -0.73% | 66.73K | +46.12% | 14.13M | 207.8 | 0.53% | Share |
| 46 | QEFA | SPDR MSCI EAFE ... | 86.49 | -0.09% | 178.53K | -12.44% | 14.1M | 65.31 | 0.53% | Share |
| 47 | IGF | iShares Global ... | 60.88 | -0.16% | 256.19K | +255.74% | 14.01M | 52.63 | 0.53% | Share |
| 48 | UNP | Union Pacific C... | 221.35 | -0.82% | 57.8K | +41.34% | 13.65M | 232.4 | 0.52% | Share |
| 49 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 258.65K | -4.19% | 13.21M | 43.41 | 0.50% | Share |
| 50 | FI | Fiserv, Inc. | 134.58 | +0.22% | 59.74K | +20.93% | 13.19M | 168.75 | 0.50% | Share |
| 51 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 108.07K | -3.63% | 12.85M | 98 | 0.49% | Share |
| 52 | XLK | Technology Sele... | 267.74 | -0.21% | 61.94K | +16.63% | 12.79M | 158.34 | 0.48% | Share |
| 53 | FTC | First Trust Lar... | 156.27 | -0.59% | 93.97K | +61.80% | 12.35M | 118.28 | 0.47% | Share |
| 54 | VUG | Vanguard Growth... | 463.54 | +0.15% | 32.8K | +31.70% | 12.16M | 373.45 | 0.46% | Share |
| 55 | AMGN | Amgen Inc. | 290.28 | +0.33% | 37.03K | -8.43% | 11.54M | 304.65 | 0.44% | Share |
| 56 | MRK | Merck & Co., In... | 82.74 | +0.04% | 125.36K | +555.74% | 11.25M | 91.7 | 0.42% | Share |
| 57 | SHM | SPDR Nuveen Blo... | 48.18 | -0.02% | 231.74K | +1.08% | 11.03M | 47.11 | 0.42% | Share |
| 58 | IVW | iShares S&P 500... | 115.82 | +0.14% | 117.6K | +4.33% | 10.92M | 72.74 | 0.41% | Share |
| 59 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 70.85K | +60.89% | 10.62M | 155.86 | 0.40% | Share |
| 60 | AXP | American Expres... | 307.72 | +0.28% | 39.38K | +8.46% | 10.6M | 260.26 | 0.40% | Share |
| 61 | MA | Mastercard Inco... | 583.65 | +0.99% | 19.09K | +98.20% | 10.46M | 466.93 | 0.40% | Share |
| 62 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 62.13K | +6.55% | 10.3M | 153.78 | 0.39% | Share |
| 63 | VTI | Vanguard Total ... | 317.25 | -0.13% | 37.33K | +68.16% | 10.26M | 223.57 | 0.39% | Share |
| 64 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 30.92K | +21.75% | 10.2M | 367.4 | 0.38% | Share |
| 65 | IJH | iShares Core S&... | 63.85 | -1.31% | 167.96K | +13.47% | 9.8M | 54.9 | 0.37% | Share |
| 66 | QQEW | First Trust NAS... | 136.87 | -0.7% | 79.86K | +41.37% | 9.66M | 120.13 | 0.36% | Share |
| 67 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 67.12K | -6.19% | 9.11M | 105.05 | 0.34% | Share |
| 68 | MCD | McDonald's Corp... | 308.84 | +1.24% | 29.13K | -0.12% | 9.1M | 284.01 | 0.34% | Share |
| 69 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 16.57K | +52.63% | 8.68M | 466.95 | 0.33% | Share |
| 70 | ABT | Abbott Laborato... | 129.32 | -0.06% | 64.77K | +354.76% | 8.59M | 126.07 | 0.32% | Share |
| 71 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 34.85K | +4.96% | 8.51M | 166.17 | 0.32% | Share |
| 72 | RTX | RTX Corporation | 155.06 | -0.42% | 62.89K | -3.47% | 8.33M | 117.15 | 0.31% | Share |
| 73 | CVX | Chevron Corpora... | 155.20 | -0.43% | 49.68K | -13.39% | 8.31M | 139.96 | 0.31% | Share |
| 74 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 31.14K | -5.04% | 8.31M | 170.51 | 0.31% | Share |
| 75 | MLN | VanEck Long Mun... | 16.77 | -0.39% | 472.31K | -0.67% | 8.21M | 16.91 | 0.31% | Share |
| 76 | DLN | WisdomTree U.S.... | 84.89 | -0.09% | 102.7K | -4.93% | 8.15M | 55.15 | 0.31% | Share |
| 77 | HD | The Home Depot,... | 400.32 | -1.68% | 21.95K | -29.22% | 8.04M | 372.97 | 0.30% | Share |
| 78 | ADP | Automatic Data ... | 301.52 | -1.12% | 25.96K | +0.22% | 7.93M | 245.54 | 0.30% | Share |
| 79 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 126.84K | -6.24% | 7.74M | 56.6 | 0.29% | Share |
| 80 | GILD | Gilead Sciences... | 119.00 | -0.95% | 68.65K | +6.78% | 7.69M | 83.72 | 0.29% | Share |
| 81 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 123.64K | -10.15% | 7.63M | 52.26 | 0.29% | Share |
| 82 | DON | WisdomTree U.S.... | 51.95 | -0.99% | 153.47K | -0.66% | 7.6M | 33.45 | 0.29% | Share |
| 83 | SCHF | Schwab Internat... | 22.73 | -0.15% | 384.1K | -0.42% | 7.6M | 17.02 | 0.29% | Share |
| 84 | MO | Altria Group, I... | 65.54 | +0.06% | 121.93K | -2.84% | 7.32M | 45.32 | 0.28% | Share |
| 85 | AGG | iShares Core U.... | 99.10 | -0.27% | 73.18K | +221.95% | 7.24M | 98.89 | 0.27% | Share |
| 86 | HCA | HCA Healthcare,... | 393.61 | +0.81% | 20.73K | +31.95% | 7.16M | 364.96 | 0.27% | Share |
| 87 | TJX | The TJX Compani... | 132.95 | -0.86% | 58.52K | +1.82% | 7.13M | 94.77 | 0.27% | Share |
| 88 | IDV | iShares Interna... | 36.74 | -0.16% | 226.88K | -17.72% | 7.04M | 27.78 | 0.27% | Share |
| 89 | COST | Costco Wholesal... | 975.42 | -0.35% | 7.21K | -5.42% | 6.82M | 328.17 | 0.26% | Share |
| 90 | CI | The Cigna Group | 290.40 | +1.15% | 20.58K | -37.05% | 6.77M | 344.48 | 0.26% | Share |
| 91 | GE | GE Aerospace | 269.72 | +0.32% | 33.82K | +317.85% | 6.77M | 177.89 | 0.26% | Share |
| 92 | VBR | Vanguard Small ... | 204.30 | -1.15% | 35.92K | +30.49% | 6.69M | 156.59 | 0.25% | Share |
| 93 | XLC | Communication S... | 111.20 | +0.08% | 69.11K | +23.73% | 6.67M | 88.15 | 0.25% | Share |
| 94 | LMT | Lockheed Martin... | 437.38 | -1.17% | 14.85K | -20.09% | 6.63M | 461.63 | 0.25% | Share |
| 95 | WMT | Walmart Inc. | 100.84 | -0.15% | 74.65K | -10.18% | 6.55M | 45.97 | 0.25% | Share |
| 96 | VOT | Vanguard Mid-Ca... | 285.33 | -0.85% | 26.65K | +8.82% | 6.52M | 204.56 | 0.25% | Share |
| 97 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 40.29K | +13.37% | 6.47M | 138.27 | 0.24% | Share |
| 98 | VBK | Vanguard Small ... | 285.85 | -1.33% | 25.46K | +29.24% | 6.41M | 235.4 | 0.24% | Share |
| 99 | COP | ConocoPhillips | 95.63 | -0.26% | 58.84K | -8.04% | 6.18M | 106.95 | 0.23% | Share |
| 100 | EOG | EOG Resources, ... | 119.79 | +0.27% | 47.69K | +279.61% | 6.12M | 125.11 | 0.23% | Share |
| 101 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 24.61K | +4.56% | 6.04M | 147.46 | 0.23% | Share |
| 102 | FXL | First Trust Tec... | 159.87 | -0.94% | 45.02K | +100.00% | 5.95M | 132.25 | 0.22% | Share |
| 103 | MET | MetLife, Inc. | 77.90 | +0.70% | 73.06K | +7.43% | 5.87M | 80.07 | 0.22% | Share |
| 104 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 158.72K | +4.19% | 5.86M | 41.59 | 0.22% | Share |
| 105 | INTU | Intuit Inc. | 710.55 | -0.16% | 9.46K | +432.34% | 5.81M | 576.33 | 0.22% | Share |
| 106 | IJR | iShares Core S&... | 115.17 | -1.4% | 55.41K | +7.80% | 5.79M | 107.55 | 0.22% | Share |
| 107 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 11.19K | +519.37% | 5.69M | 484.7 | 0.21% | Share |
| 108 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 144.4K | +19.67% | 5.68M | 36.71 | 0.21% | Share |
| 109 | GWX | SPDR S&P Intern... | 38.68 | -0.49% | 177.42K | 0.00% | 5.67M | 29.47 | 0.21% | Share |
| 110 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 36.2K | +5.59% | 5.66M | 112.69 | 0.21% | Share |
| 111 | DE | Deere & Company | 478.62 | -6.8% | 12.02K | +596.18% | 5.64M | 457.77 | 0.21% | Share |
| 112 | GII | SPDR S&P Global... | 69.28 | -0.14% | 90.32K | +72.16% | 5.6M | 57.26 | 0.21% | Share |
| 113 | OKE | ONEOK, Inc. | 74.80 | -0.7% | 56.27K | +0.77% | 5.58M | 64.02 | 0.21% | Share |
| 114 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 59.29K | +1.21K% | 5.55M | 92.62 | 0.21% | Share |
| 115 | DFAS | Dimensional U.S... | 66.72 | -1.28% | 89.89K | +4.84% | 5.37M | 59.9 | 0.20% | Share |
| 116 | IYF | iShares U.S. Fi... | 123.99 | +0.38% | 47.09K | +103.00% | 5.31M | 92.65 | 0.20% | Share |
| 117 | ACN | Accenture plc | 246.13 | +0.18% | 17K | -19.54% | 5.3M | 338.2 | 0.20% | Share |
| 118 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 34.42K | -2.38% | 5.29M | 158.37 | 0.20% | Share |
| 119 | LOW | Lowe's Companie... | 253.05 | -1.24% | 22.35K | +1.81% | 5.21M | 222.92 | 0.20% | Share |
| 120 | ADBE | Adobe Inc. | 348.58 | -0.71% | 13.51K | +420.42% | 5.18M | 389.92 | 0.20% | Share |
| 121 | CIBR | First Trust NAS... | 71.73 | -1.52% | 80.55K | -69.94% | 5.07M | 43.54 | 0.19% | Share |
| 122 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 10.16K | +1.97% | 5.05M | 580.98 | 0.19% | Share |
| 123 | BLOK | Amplify Transfo... | 59.34 | +0.30% | 131.2K | -65.54% | 4.84M | 19.99 | 0.18% | Share |
| 124 | COF | Capital One Fin... | 221.13 | +1.92% | 26.95K | -14.53% | 4.83M | 153.55 | 0.18% | Share |
| 125 | SCHE | Schwab Emerging... | 31.34 | -1.09% | 174.09K | 0.00% | 4.8M | 24.19 | 0.18% | Share |
| 126 | HYMB | SPDR Nuveen Blo... | 24.21 | -0.33% | 189.22K | -0.03% | 4.77M | 24.87 | 0.18% | Share |
| 127 | UPS | United Parcel S... | 88.56 | +0.43% | 43.01K | -2.61% | 4.73M | 166.3 | 0.18% | Share |
| 128 | AMP | Ameriprise Fina... | 513.94 | +0.92% | 9.51K | +1.31K% | 4.61M | 472.21 | 0.17% | Share |
| 129 | PYPL | PayPal Holdings... | 69.35 | -1.81% | 69.78K | +773.72% | 4.55M | 65.65 | 0.17% | Share |
| 130 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 27.25K | +29.39% | 4.39M | 158.05 | 0.17% | Share |
| 131 | MCK | McKesson Corpor... | 673.84 | +1.61% | 6.43K | -50.17% | 4.33M | 477.22 | 0.16% | Share |
| 132 | JAZZ | Jazz Pharmaceut... | 116.67 | -0.38% | 34.77K | +100.00% | 4.32M | 124.15 | 0.16% | Share |
| 133 | NKE | NIKE, Inc. | 76.39 | -1.04% | 67.43K | -5.23% | 4.28M | 86.18 | 0.16% | Share |
| 134 | VOYA | Voya Financial,... | 74.93 | +0.20% | 63.14K | +100.00% | 4.28M | 67.76 | 0.16% | Share |
| 135 | COR | Cencora, Inc. | 294.88 | +1.32% | 15.02K | +60.74% | 4.18M | 213.22 | 0.16% | Share |
| 136 | WM | Waste Managemen... | 225.97 | -1.71% | 17.4K | +1.20% | 4.03M | 103.88 | 0.15% | Share |
| 137 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 180.54K | +307.09% | 3.89M | 20.53 | 0.15% | Share |
| 138 | AON | Aon plc | 366.34 | -1.23% | 9.54K | -4.51% | 3.81M | 300.95 | 0.14% | Share |
| 139 | XLF | Financial Selec... | 53.01 | +0.47% | 76.38K | +132.33% | 3.8M | 42.77 | 0.14% | Share |
| 140 | GD | General Dynamic... | 315.89 | -0.5% | 13.87K | +28.68% | 3.78M | 227.46 | 0.14% | Share |
| 141 | SDVY | First Trust SMI... | 37.27 | -1.27% | 108.15K | +4.51% | 3.62M | 27.74 | 0.14% | Share |
| 142 | MDLZ | Mondelez Intern... | 61.42 | -1.24% | 51.6K | -39.35% | 3.5M | 69.82 | 0.13% | Share |
| 143 | USMV | iShares MSCI US... | 93.24 | -0.35% | 36.76K | -4.77% | 3.44M | 68.78 | 0.13% | Share |
| 144 | EEFT | Euronet Worldwi... | 96.60 | -1.15% | 31.88K | -27.66% | 3.41M | 99.33 | 0.13% | Share |
| 145 | CUBE | CubeSmart | 39.28 | -0.66% | 76.4K | +100.00% | 3.26M | 42.71 | 0.12% | Share |
| 146 | INGR | Ingredion Incor... | 126.38 | -1.19% | 23.5K | +12.08K% | 3.18M | 135.23 | 0.12% | Share |
| 147 | KRE | SPDR S&P Region... | 62.61 | -0.05% | 55.1K | -53.75% | 3.13M | 45.19 | 0.12% | Share |
| 148 | SIRI | Sirius XM Holdi... | 23.49 | +4.82% | 138.65K | +288.75K% | 3.13M | 22.55 | 0.12% | Share |
| 149 | SMMD | iShares Russell... | 70.98 | -1.21% | 49.21K | +47.09% | 3.08M | 63.25 | 0.12% | Share |
| 150 | XLB | Materials Selec... | 90.03 | -1.04% | 35.42K | +25.75% | 3.05M | 89.5 | 0.12% | Share |