Cx Institutional
CIK Number: 0001737089
2.65B
Market Value
529
# of Holdings
7 months
Avg. Holding Period
35.81%
Win Rate
24.65%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IEFA | iShares Core MS... | 84.11 | +0.76% | 1.92M | +670.80% | 135.02M | 69.78 | 5.36% |
| 2 | SGOV | iShares 0-3 Mon... | 100.49 | +0.01% | 722.66K | +20.29% | 72.5M | 100.52 | 2.88% |
| 3 | SPTI | SPDR Portfolio ... | 28.48 | +0.30% | 2.19M | +45.78% | 60.97M | 29.2 | 2.42% |
| 4 | MGK | Vanguard Mega C... | 354.19 | +0.22% | 165.58K | +16.81% | 56.86M | 269.43 | 2.26% |
| 5 | JAAA | Janus Henderson... | 50.66 | +0.05% | 1.08M | +44.70% | 54.95M | 50.16 | 2.18% |
| 6 | IVV | iShares Core S&... | 606.23 | +0.32% | 93.02K | +0.75% | 54.76M | 309.56 | 2.17% |
| 7 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 197.1K | +33.15% | 52.06M | 192.01 | 2.07% |
| 8 | SPBO | SPDR Portfolio ... | 28.91 | +0.43% | 1.78M | +45.05% | 50.89M | 29.19 | 2.02% |
| 9 | SCHV | Schwab U.S. Lar... | 27.31 | +0.42% | 1.84M | +324.26% | 48.05M | 24.01 | 1.91% |
| 10 | IVE | iShares S&P 500... | 192.83 | +0.30% | 232.35K | +40.18% | 44.35M | 160.12 | 1.76% |
| 11 | AAPL | Apple Inc. | 198.98 | +0.10% | 176.97K | +11.66% | 44.32M | 160.38 | 1.76% |
| 12 | VB | Vanguard Small ... | 233.32 | -0.21% | 179.88K | +41.81% | 43.22M | 193.16 | 1.72% |
| 13 | HEFA | iShares Currenc... | 38.05 | +0.03% | 1.23M | +556.99% | 42.87M | 34.85 | 1.70% |
| 14 | SPMB | SPDR Portfolio ... | 21.89 | +0.34% | 1.97M | +47.80% | 42.37M | 22.28 | 1.68% |
| 15 | IWF | iShares Russell... | 410.56 | +0.34% | 102.18K | +16.49% | 41.03M | 300.23 | 1.63% |
| 16 | IUSG | iShares Core S&... | 145.47 | +0.31% | 294.27K | +18.65% | 41.01M | 105.43 | 1.63% |
| 17 | TLT | iShares 20+ Yea... | 87.17 | +1.19% | 465.58K | +50.46% | 40.66M | 93.4 | 1.61% |
| 18 | IWD | iShares Russell... | 191.63 | +0.17% | 193.63K | +48.33% | 35.85M | 160.66 | 1.42% |
| 19 | ITM | VanEck Intermed... | 45.27 | +0.27% | 738.36K | +8.55% | 34.04M | 46.92 | 1.35% |
| 20 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 78.4K | +16.46% | 33.05M | 258.18 | 1.31% |
| 21 | BNDX | Vanguard Total ... | 49.48 | +0.23% | 650.26K | +43.24% | 31.9M | 50.84 | 1.27% |
| 22 | TAXF | American Centur... | 48.77 | +0.24% | 618.76K | +21.47% | 31.02M | 52.1 | 1.23% |
| 23 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 206.84K | +28.36% | 27.78M | 76.63 | 1.10% |
| 24 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 107.81K | +7.85% | 23.65M | 144.51 | 0.94% |
| 25 | MUB | iShares Nationa... | 104.10 | +0.45% | 221.14K | +21.16% | 23.56M | 108.33 | 0.94% |
| 26 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 463.68K | +22.90% | 23.24M | 50.8 | 0.92% |
| 27 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 39.26K | +101.20% | 23.01M | 483.44 | 0.91% |
| 28 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 278.48K | +44.58% | 22.83M | 81.64 | 0.91% |
| 29 | GOOGL | Alphabet Inc. | 175.57 | -1% | 116.5K | +6.21% | 22.05M | 110.13 | 0.88% |
| 30 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 221.03K | +18.33% | 19.43M | 65.15 | 0.77% |
| 31 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 80.07K | -10.62% | 18.56M | 151.14 | 0.74% |
| 32 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 45.88K | -23.8% | 18.53M | 227.9 | 0.74% |
| 33 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 23.62K | +23.22% | 18.24M | 431.57 | 0.72% |
| 34 | PZA | Invesco Nationa... | 22.41 | +0.56% | 760.5K | +21.59% | 17.96M | 23.59 | 0.71% |
| 35 | META | Meta Platforms,... | 693.11 | -0.15% | 29.64K | -4.63% | 17.35M | 342.92 | 0.69% |
| 36 | PG | The Procter & G... | 163.05 | +0.58% | 102.9K | +113.48% | 17.25M | 156.3 | 0.69% |
| 37 | CIBR | First Trust NAS... | 73.08 | +0.42% | 267.93K | +7.42% | 17M | 43.54 | 0.68% |
| 38 | BLOK | Amplify Transfo... | 51.87 | -1.41% | 380.67K | -5.79% | 16.44M | 19.99 | 0.65% |
| 39 | V | Visa Inc. | 371.03 | -0.61% | 51.97K | -1.95% | 16.42M | 232.49 | 0.65% |
| 40 | VV | Vanguard Large ... | 278.41 | +0.31% | 59.18K | -14.36% | 15.96M | 153.35 | 0.63% |
| 41 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 87.11K | +0.21% | 15.26M | 148.3 | 0.61% |
| 42 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 33.54K | +14.10% | 15.2M | 363.45 | 0.60% |
| 43 | QEFA | SPDR MSCI EAFE ... | 85.25 | +0.91% | 203.9K | +18.58% | 14.79M | 65.31 | 0.59% |
| 44 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 269.97K | +62.43% | 13.81M | 43.41 | 0.55% |
| 45 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 70.27K | -0.15% | 12.49M | 147.94 | 0.50% |
| 46 | XLK | Technology Sele... | 242.47 | +0.89% | 53.11K | +8.09% | 12.35M | 150.34 | 0.49% |
| 47 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 112.14K | +35.20% | 12.06M | 98 | 0.48% |
| 48 | HD | The Home Depot,... | 362.78 | +0.64% | 31K | -5.23% | 12.06M | 372.97 | 0.48% |
| 49 | VTV | Vanguard Value ... | 174.72 | +0.57% | 70.85K | +18.23% | 12M | 153.47 | 0.48% |
| 50 | IVW | iShares S&P 500... | 106.36 | +0.36% | 112.72K | -4.58% | 11.44M | 71.88 | 0.45% |
| 51 | SHM | SPDR Nuveen Blo... | 47.63 | +0.12% | 229.26K | +15.02% | 10.86M | 47.11 | 0.43% |
| 52 | AXP | American Expres... | 298.02 | -0.36% | 36.31K | -8.86% | 10.78M | 259.51 | 0.43% |
| 53 | AMGN | Amgen Inc. | 297.25 | +1.86% | 40.44K | +0.20% | 10.54M | 304.65 | 0.42% |
| 54 | HON | Honeywell Inter... | 225.98 | +0.07% | 45.67K | -1.81% | 10.32M | 205.98 | 0.41% |
| 55 | HYD | VanEck High Yie... | 49.83 | +0.50% | 198.67K | +22.23% | 10.31M | 51.73 | 0.41% |
| 56 | VUG | Vanguard Growth... | 423.76 | +0.11% | 24.91K | +65.46% | 10.22M | 374.28 | 0.41% |
| 57 | FI | Fiserv, Inc. | 167.89 | -0.11% | 49.4K | -12.48% | 10.15M | 157.85 | 0.40% |
| 58 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 71.55K | +7.03% | 9.45M | 105.05 | 0.38% |
| 59 | QCLN | First Trust NAS... | 32.49 | -0.43% | 278.19K | +53.61% | 9.44M | 40.19 | 0.37% |
| 60 | UNP | Union Pacific C... | 225.29 | -0.19% | 40.9K | +2.25% | 9.33M | 230.81 | 0.37% |
| 61 | IJH | iShares Core S&... | 61.17 | +0.07% | 148.02K | +12.22% | 9.22M | 54.43 | 0.37% |
| 62 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 25.39K | -5.2% | 9.21M | 375.58 | 0.37% |
| 63 | LMT | Lockheed Martin... | 468.85 | +2.68% | 18.59K | -3.13% | 9.03M | 461.63 | 0.36% |
| 64 | CI | Cigna Corporati... | 314.96 | +1.53% | 32.69K | -1.88% | 9.03M | 344.48 | 0.36% |
| 65 | MLN | VanEck Long Mun... | 16.84 | +0.36% | 475.49K | +0.75% | 8.5M | 16.91 | 0.34% |
| 66 | MCD | McDonald's Corp... | 302.86 | +0.38% | 29.17K | +7.87% | 8.46M | 284.01 | 0.34% |
| 67 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 58.31K | +18.60% | 8.43M | 152.99 | 0.33% |
| 68 | DLN | WisdomTree U.S.... | 81.03 | +0.43% | 108.03K | +8.27% | 8.4M | 55.15 | 0.33% |
| 69 | CVX | Chevron Corpora... | 144.84 | +0.04% | 57.36K | +24.20% | 8.31M | 139.96 | 0.33% |
| 70 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 137.61K | +10.26% | 8.15M | 52.26 | 0.32% |
| 71 | FTC | First Trust Lar... | 145.00 | -0.23% | 58.08K | +15.17% | 8.03M | 110.17 | 0.32% |
| 72 | DON | WisdomTree U.S.... | 49.72 | +0.26% | 154.49K | +4.70% | 7.87M | 33.45 | 0.31% |
| 73 | KO | The Coca-Cola C... | 72.20 | +0.18% | 125.31K | +17.16% | 7.8M | 60.56 | 0.31% |
| 74 | BMY | Bristol-Myers S... | 50.66 | +0.99% | 135.29K | +2.47% | 7.65M | 56.6 | 0.30% |
| 75 | ADP | Automatic Data ... | 309.72 | -0.85% | 25.91K | +12.53% | 7.58M | 245.41 | 0.30% |
| 76 | T | AT&T Inc. | 28.23 | -0.39% | 332.96K | +15.29% | 7.58M | 21.79 | 0.30% |
| 77 | IDV | iShares Interna... | 34.83 | +0.94% | 275.75K | +11.36% | 7.55M | 27.78 | 0.30% |
| 78 | RTX | RTX Corporation | 141.01 | -0.56% | 65.15K | +21.90% | 7.54M | 117.15 | 0.30% |
| 79 | WMT | Walmart Inc. | 94.83 | -1.01% | 83.12K | +8.41% | 7.51M | 45.97 | 0.30% |
| 80 | ACN | Accenture plc | 317.94 | -0.4% | 21.12K | +12.11% | 7.43M | 338.2 | 0.30% |
| 81 | MCK | McKesson Corpor... | 730.42 | +1.76% | 12.91K | +26.26% | 7.36M | 477.22 | 0.29% |
| 82 | TMUS | T-Mobile US, In... | 228.62 | -1% | 32.8K | +7.88% | 7.24M | 170.51 | 0.29% |
| 83 | KRE | SPDR S&P Region... | 57.75 | -0.65% | 119.14K | -1.66% | 7.19M | 45.19 | 0.29% |
| 84 | SCHF | Schwab Internat... | 22.05 | +0.71% | 385.71K | +100.81% | 7.14M | 17.02 | 0.28% |
| 85 | QQEW | First Trust NAS... | 133.69 | -0.12% | 56.49K | +20.80% | 7.06M | 119.79 | 0.28% |
| 86 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 33.2K | +12.94% | 7.05M | 162.3 | 0.28% |
| 87 | COST | Costco Wholesal... | 1002.64 | +0.59% | 7.63K | -2.13% | 6.99M | 328.17 | 0.28% |
| 88 | TJX | The TJX Compani... | 124.31 | -0.18% | 57.47K | +20.62% | 6.94M | 94.28 | 0.28% |
| 89 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 44.03K | +6.92% | 6.7M | 159.46 | 0.27% |
| 90 | MO | Altria Group, I... | 59.94 | +0.04% | 125.49K | +21.85% | 6.56M | 45.32 | 0.26% |
| 91 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 34.28K | +9.97% | 6.53M | 110.26 | 0.26% |
| 92 | VTI | Vanguard Total ... | 296.95 | +0.28% | 22.2K | -0.7% | 6.43M | 188.62 | 0.26% |
| 93 | COP | ConocoPhillips | 94.64 | +1.38% | 63.99K | +19.51% | 6.35M | 106.95 | 0.25% |
| 94 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 24.49K | -2.36% | 6.22M | 201.02 | 0.25% |
| 95 | MPC | Marathon Petrol... | 165.05 | +0.24% | 43.58K | +31.34% | 6.08M | 128.4 | 0.24% |
| 96 | ALL | The Allstate Co... | 200.34 | +2.12% | 30.83K | +20.16% | 5.94M | 181.26 | 0.24% |
| 97 | GM | General Motors ... | 49.27 | -1.19% | 111.53K | +27.33% | 5.94M | 46.08 | 0.24% |
| 98 | GILD | Gilead Sciences... | 111.94 | +2.42% | 64.29K | +5.41% | 5.94M | 81.8 | 0.24% |
| 99 | IJR | iShares Core S&... | 108.32 | -0.46% | 51.4K | +15.56% | 5.92M | 107.78 | 0.24% |
| 100 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 35.54K | -1.94% | 5.75M | 135.29 | 0.23% |
| 101 | CMCSA | Comcast Corpora... | 35.26 | +0.20% | 152.34K | +2.67% | 5.72M | 41.79 | 0.23% |
| 102 | DFAI | Dimensional Int... | 34.73 | +0.83% | 195.5K | +30.70% | 5.71M | 28.94 | 0.23% |
| 103 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 23.54K | +14.19% | 5.64M | 143 | 0.22% |
| 104 | EWJ | iShares MSCI Ja... | 74.21 | +0.73% | 83.89K | -74.87% | 5.63M | 56.92 | 0.22% |
| 105 | COF | Capital One Fin... | 197.69 | -1.42% | 31.54K | +15.41% | 5.62M | 153.55 | 0.22% |
| 106 | DRIV | Global X Autono... | 23.05 | -0.19% | 244.28K | +14.90% | 5.61M | 23.89 | 0.22% |
| 107 | OKE | ONEOK, Inc. | 82.62 | -0.34% | 55.84K | -1.31% | 5.61M | 63.75 | 0.22% |
| 108 | DFAS | Dimensional U.S... | 62.80 | -0.24% | 85.74K | +5.13% | 5.58M | 59.9 | 0.22% |
| 109 | UPS | United Parcel S... | 100.82 | -0.34% | 44.17K | +28.27% | 5.57M | 166.3 | 0.22% |
| 110 | MET | MetLife, Inc. | 78.92 | +0.01% | 68K | +15.91% | 5.57M | 80.05 | 0.22% |
| 111 | VBK | Vanguard Small ... | 271.60 | -0.18% | 19.7K | +21.75% | 5.52M | 230.61 | 0.22% |
| 112 | GWX | SPDR S&P Intern... | 36.76 | +0.85% | 177.42K | 0.00% | 5.5M | 29.47 | 0.22% |
| 113 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 10.85K | +0.96% | 5.49M | 437.06 | 0.22% |
| 114 | VBR | Vanguard Small ... | 192.40 | -0.08% | 27.52K | +24.69% | 5.46M | 147.53 | 0.22% |
| 115 | LOW | Lowe's Companie... | 223.28 | +0.76% | 21.95K | +12.32% | 5.42M | 222.73 | 0.22% |
| 116 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 35.26K | +41.26% | 5.42M | 158.37 | 0.22% |
| 117 | XLC | Communication S... | 103.61 | -0.83% | 55.85K | +27.05% | 5.41M | 86.18 | 0.21% |
| 118 | NKE | NIKE, Inc. | 62.82 | -0.46% | 71.16K | +21.09% | 5.38M | 86.18 | 0.21% |
| 119 | TRV | The Travelers C... | 265.91 | +1.78% | 22.3K | +17.38% | 5.37M | 232.3 | 0.21% |
| 120 | LIT | Global X Lithiu... | 37.55 | -1.11% | 129.88K | +9.09% | 5.3M | 53.15 | 0.21% |
| 121 | PRU | Prudential Fina... | 104.96 | +0.33% | 43.72K | +32.61% | 5.18M | 118.69 | 0.21% |
| 122 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 9.96K | +26.11% | 5.18M | 582.62 | 0.21% |
| 123 | AMAT | Applied Materia... | 174.97 | +1.26% | 31.4K | +49.94% | 5.11M | 178.74 | 0.20% |
| 124 | PAVE | Global X U.S. I... | 42.55 | +0.11% | 126.36K | +7.47% | 5.11M | 27.04 | 0.20% |
| 125 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 85.09K | +2.64% | 5.08M | 69.82 | 0.20% |
| 126 | MA | Mastercard Inco... | 588.62 | -0.36% | 9.63K | +6.55% | 5.07M | 387.2 | 0.20% |
| 127 | VIS | Vanguard Indust... | 272.56 | -0.32% | 19.86K | +100.00% | 5.05M | 254.39 | 0.20% |
| 128 | IDRV | iShares Self-Dr... | 31.13 | -1.06% | 169.48K | +22.16% | 4.95M | 31.24 | 0.20% |
| 129 | ICLN | iShares Global ... | 13.24 | +0.04% | 432.01K | -9.29% | 4.92M | 17.1 | 0.20% |
| 130 | HYMB | SPDR Nuveen Blo... | 24.70 | +0.28% | 189.28K | -0.85% | 4.84M | 24.87 | 0.19% |
| 131 | ACGL | Arch Capital Gr... | 91.84 | +2.74% | 51.72K | +26.29% | 4.78M | 107.36 | 0.19% |
| 132 | HCA | HCA Healthcare,... | 371.20 | +0.98% | 15.71K | +16.16% | 4.71M | 371.16 | 0.19% |
| 133 | SCHE | Schwab Emerging... | 29.86 | -0.02% | 174.09K | -0.04% | 4.64M | 24.19 | 0.18% |
| 134 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 120.66K | +35.53% | 4.63M | 36.19 | 0.18% |
| 135 | AGCO | AGCO Corporatio... | 101.09 | -1.27% | 49.39K | +2.57% | 4.62M | 110.47 | 0.18% |
| 136 | EEFT | Euronet Worldwi... | 112.05 | -0.61% | 44.06K | +2.97% | 4.53M | 99.33 | 0.18% |
| 137 | CVS | CVS Health Corp... | 66.32 | +0.91% | 100.79K | +35.09% | 4.52M | 58.75 | 0.18% |
| 138 | VYM | Vanguard High D... | 131.86 | +0.45% | 32.35K | +75.55% | 4.13M | 121.99 | 0.16% |
| 139 | DVY | iShares Select ... | 132.54 | +0.21% | 30.61K | +11.18% | 4.02M | 134.69 | 0.16% |
| 140 | FLGB | Franklin FTSE U... | 31.30 | +1.02% | 152.02K | -71.43% | 3.98M | 25.3 | 0.16% |
| 141 | FTEC | Fidelity MSCI I... | 188.44 | +0.70% | 21.06K | +39.13% | 3.89M | 157.1 | 0.15% |
| 142 | EWL | iShares MSCI Sw... | 56.30 | +1.58% | 84.48K | -70.3% | 3.88M | 45.23 | 0.15% |
| 143 | ENVA | Enova Internati... | 94.74 | -2.32% | 39.32K | +5.25% | 3.77M | 84.39 | 0.15% |
| 144 | IGF | iShares Global ... | 59.81 | +0.84% | 72.02K | +8.01% | 3.76M | 47.4 | 0.15% |
| 145 | EWG | iShares MSCI Ge... | 42.22 | +0.25% | 118.14K | -76.39% | 3.76M | 29.26 | 0.15% |
| 146 | EWS | iShares MSCI Si... | 25.89 | +0.50% | 170.08K | +100.00% | 3.72M | 21.85 | 0.15% |
| 147 | SDVY | First Trust SMI... | 34.81 | -0.14% | 103.48K | +9.41% | 3.71M | 27.48 | 0.15% |
| 148 | AON | Aon plc | 355.48 | +1.72% | 10K | -4.12% | 3.59M | 300.95 | 0.14% |
| 149 | WM | Waste Managemen... | 236.91 | +1.12% | 17.19K | +0.03% | 3.47M | 102.35 | 0.14% |
| 150 | USMV | iShares MSCI US... | 93.77 | +0.75% | 38.6K | -6.85% | 3.43M | 68.78 | 0.14% |