CI
| |
CX Institutional13F | |
| CX Institutional | |
| Last update 2025-04-15 | 1202 Stocks (672 new) |
| Value $2.65 Bil | Turnover 17 % |
CX Institutional Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 1,491,967 | 112,870.0 | -22.34% | 4.260 | -1.20% | 0.090 | +14.34% | +21.05% | 143,058.9 | ||
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 2,043,626 | 58,410.0 | -6.55% | 2.200 | -0.16% | 0.610 | +0.07% | +4.27% | 8,714.3 | ||
JAAA | Janus Henderson AAA CLO ETF | 1,150,408 | 58,340.0 | +6.16% | 2.200 | +0.13% | 0.270 | +1.96% | +2.40% | 21,675.1 | ||
VO | Vanguard Mid-Cap ETF | 224,464 | 58,050.0 | +13.88% | 2.190 | +0.27% | 0.070 | +14.26% | +8.28% | 76,168.6 | ||
IVE | iShares S&P 500 Value ETF | 281,643 | 53,680.0 | +21.21% | 2.030 | +0.36% | 0.140 | +8.84% | +4.93% | 39,744.8 | ||
MGK | Vanguard Mega Cap Growth ETF | 170,735 | 52,740.0 | +3.11% | 1.990 | +0.06% | 0.210 | +25.00% | +7.70% | 23,455.3 | ||
IVV | iShares Core S&P 500 ETF | 92,636 | 52,050.0 | -0.41% | 1.960 | -0.01% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
IUSG | ISHARES TRUST | 407,174 | 51,740.0 | +38.37% | 1.950 | +0.54% | 0.260 | +24.31% | +9.19% | 23,624.6 | ||
IWF | iShares Russell 1000 Growth ETF | 142,684 | 51,520.0 | +39.64% | 1.940 | +0.55% | 0.050 | +23.74% | +6.86% | 112,698.5 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 1,909,279 | 50,750.0 | +3.59% | 1.920 | +0.07% | 0.420 | +10.50% | +9.16% | 12,845.2 |
CX Institutional's Historical Top Holdings Breakdowns
CX Institutional's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -1.20% | 69.57 ($74.78) 78.65 | $83.57 | 11.75% | Reduce -22.34% | 1,491,967 | -429,264 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.12% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Reduce -38.79% | 442,313 | -280,352 | |
NFRA |
FlexShares STOXX Global Broad Infrastructure Index Fund
FlexShares STOXX Global Broad Infrastructure Index Fund
| 2025-03-31 | Add Add | +0.61% | 53.37 ($56.16) 57.8 | $61.83 | 10.10% | Add 465.19% | 340,883 | 280,570 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Sold Out Sold Out | -0.60% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Sold Out | 0 | -33,541 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.55% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Add 39.64% | 142,684 | 40,504 | |
IUSG | ISHARES TRUST | 2025-03-31 | Add Add | +0.54% | 126.86 ($138.28) 146.45 | $151.73 | 9.73% | Add 38.37% | 407,174 | 112,903 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Reduce Reduce | -0.54% | 34.83 ($36.45) 37.46 | $37.52 | 2.94% | Reduce -31.65% | 843,256 | -390,432 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +0.50% | 71.24 ($78.48) 83.64 | $91.48 | 16.56% | Add 1845.72% | 180,913 | 171,615 | |
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 2025-03-31 | Add Add | +0.48% | 37.31 ($40.53) 43.82 | $44.80 | 10.54% | Add 265.53% | 461,893 | 335,530 | |
CIBR |
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
| 2025-03-31 | Reduce Reduce | -0.48% | 62.72 ($66.38) 71.92 | $75.93 | 14.39% | Reduce -69.94% | 80,545 | -187,382 |
CX Institutional Total Holding History ($B)
CX Institutional's Asset Allocation
CX Institutional Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CX Institutional's Hypothetical Growth since 2025-03-31
CX Institutional's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CX Institutional's Holdings Heat Map
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CX Institutional's Holdings Bubble Chart
CX Institutional News
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