Cx Institutional Top Holdings and 13F Report (2025) About Cx InstitutionalInvestment ActivityCx Institutional has $2.65 million in total holdings as of March 31, 2025.Cx Institutional owns shares of 1,202 different stocks, but just 118 companies or ETFs make up 80% of its holdings.Approximately 17.95% of the portfolio was purchased this quarter.About 639.54% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 535 new stocks and bought additional shares in 282 stocks.Cx Institutional sold shares of 237 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $112,867SPDR Portfolio Intermediate Term Treasury ETF $58,407Janus Henderson AAA CLO ETF $58,337Vanguard Mid-Cap ETF $58,051iShares S&P 500 Value ETF $53,676 Largest New Holdings this Quarter 33734X176 - First Trust Technology AlphaDEX Fund $5,954 HoldingG50871105 - Jazz Pharmaceuticals $4,316 Holding929089100 - Voya Financial $4,278 Holding229663109 - CubeSmart $3,263 Holding76171L106 - Reynolds Consumer Products $2,849 Holding Largest Purchases this Quarter FlexShares STOXX Global Broad Infrastructure Index Fund 280,570 shares (about $16.17K)iShares Russell 1000 Growth ETF 40,504 shares (about $14.63K)iShares Core S&P U.S. Growth ETF 112,903 shares (about $14.35K)Charles Schwab 171,615 shares (about $13.43K)Global X U.S. Infrastructure Development ETF 335,530 shares (about $12.66K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 429,264 shares (about $32.47K)iShares 0-3 Month Treasury Bond ETF 280,352 shares (about $28.22K)iShares Currency Hedged MSCI EAFE ETF 390,432 shares (about $14.17K)First Trust Nasdaq Cybersecurity ETF 187,382 shares (about $11.80K)VanEck High Yield Muni ETF 193,630 shares (about $9.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCx Institutional Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$112,867$32,474 ▼-22.3%1,491,9674.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$58,407$4,092 ▼-6.5%2,043,6262.2%ETFJAAAJanus Henderson AAA CLO ETF$58,337$3,383 ▲6.2%1,150,4082.2%ETFVOVanguard Mid-Cap ETF$58,051$7,076 ▲13.9%224,4642.2%ETFIVEiShares S&P 500 Value ETF$53,676$9,394 ▲21.2%281,6432.0%ETFMGKVanguard Mega Cap Growth ETF$52,737$1,591 ▲3.1%170,7352.0%ETFIVViShares Core S&P 500 ETF$52,052$213 ▼-0.4%92,6362.0%ETFIUSGiShares Core S&P U.S. Growth ETF$51,744$14,348 ▲38.4%407,1742.0%ManufacturingIWFiShares Russell 1000 Growth ETF$51,522$14,626 ▲39.6%142,6841.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$50,749$1,758 ▲3.6%1,909,2791.9%ETFVBVanguard Small-Cap ETF$50,163$10,275 ▲25.8%226,2141.9%ETFSPBOSPDR Portfolio Corporate Bond ETF$48,574$3,007 ▼-5.8%1,673,2351.8%ETFTLTiShares 20+ Year Treasury Bond ETF$48,108$5,726 ▲13.5%528,4871.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$44,528$28,223 ▼-38.8%442,3131.7%ETFIWDiShares Russell 1000 Value ETF$42,371$5,938 ▲16.3%225,1861.6%ETFAAPLApple$42,200$2,891 ▲7.4%189,9781.6%Computer and TechnologySPMBSPDR Portfolio Mortgage Backed Bond ETF$40,185$3,169 ▼-7.3%1,822,4711.5%ETFITMVanEck Intermediate Muni ETF$34,110$507 ▲1.5%749,4991.3%ETFMSFTMicrosoft$31,599$2,168 ▲7.4%84,1761.2%Computer and TechnologyTAXFAmerican Century Diversified Municipal Bond ETF$31,555$938 ▲3.1%637,7231.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$30,602$14,169 ▼-31.6%843,2561.2%ETFBNDXVanguard Total International Bond ETF$30,056$1,690 ▼-5.3%615,6391.1%ETFMUBiShares National Muni Bond ETF$28,966$5,649 ▲24.2%274,7171.1%ETFVTEBVanguard Tax-Exempt Bond ETF$28,638$5,630 ▲24.5%577,1481.1%ETFNVDANVIDIA$26,631$4,213 ▲18.8%245,7161.0%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$22,731$4,967 ▲28.0%282,8300.9%ETFLLYEli Lilly and Company$22,484$2,973 ▲15.2%27,2230.8%MedicalAMZNAmazon.com$22,059$1,548 ▲7.5%115,9420.8%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$21,581$1,458 ▼-6.3%260,8570.8%ManufacturingVVisa$20,953$2,741 ▲15.0%59,7880.8%Business ServicesMETAMeta Platforms$20,638$3,555 ▲20.8%35,8070.8%Computer and TechnologyGOOGLAlphabet$20,454$2,439 ▲13.5%132,2710.8%Computer and TechnologyNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$19,648$16,172 ▲465.2%340,8830.7%ETFTSLATesla$19,522$7,632 ▲64.2%75,3290.7%Auto/Tires/TrucksPZAInvesco National AMT-Free Municipal Bond ETF$18,145$624 ▲3.6%787,5640.7%ETFSPYSPDR S&P 500 ETF Trust$18,117$3,846 ▼-17.5%32,3870.7%FinancePAVEGlobal X U.S. Infrastructure Development ETF$17,427$12,659 ▲265.5%461,8930.7%ETFPGProcter & Gamble$16,556$980 ▼-5.6%97,1500.6%Consumer StaplesAVGOBroadcom$16,003$2,596 ▲19.4%95,5810.6%Computer and TechnologyVVVanguard Large-Cap ETF$15,967$756 ▲5.0%62,1220.6%ETFRSPInvesco S&P 500 Equal Weight ETF$15,051$40 ▼-0.3%86,8830.6%ETFVTVVanguard Value ETF$14,576$2,337 ▲19.1%84,3820.6%ETFABBVAbbVie$14,553$170 ▼-1.2%69,4580.5%MedicalSCHWCharles Schwab$14,162$13,434 ▲1,845.7%180,9130.5%FinanceHONHoneywell International$14,130$4,460 ▲46.1%66,7280.5%Multi-Sector ConglomeratesQEFASPDR MSCI EAFE StrategicFactors ETF$14,096$2,003 ▼-12.4%178,5290.5%ETFIGFiShares Global Infrastructure ETF$14,006$10,069 ▲255.7%256,1910.5%ManufacturingUNPUnion Pacific$13,655$3,994 ▲41.3%57,8010.5%TransportationSPYVSPDR Portfolio S&P 500 Value ETF$13,209$578 ▼-4.2%258,6520.5%ETFFIFiserv$13,192$2,283 ▲20.9%59,7380.5%Business ServicesXOMExxon Mobil$12,852$484 ▼-3.6%108,0670.5%EnergyXLKTechnology Select Sector SPDR Fund$12,789$1,823 ▲16.6%61,9360.5%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$12,348$4,716 ▲61.8%93,9710.5%ETFVUGVanguard Growth ETF$12,163$2,928 ▲31.7%32,8010.5%ETFAMGNAmgen$11,536$1,062 ▼-8.4%37,0260.4%MedicalMRKMerck & Co., Inc.$11,253$9,537 ▲555.7%125,3650.4%MedicalSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$11,031$118 ▲1.1%231,7420.4%FinanceIVWiShares S&P 500 Growth ETF$10,917$453 ▲4.3%117,5990.4%ETFPEPPepsiCo$10,623$4,020 ▲60.9%70,8460.4%Consumer StaplesAXPAmerican Express$10,595$827 ▲8.5%39,3790.4%FinanceMAMastercard$10,465$5,185 ▲98.2%19,0930.4%Business ServicesJNJJohnson & Johnson$10,304$634 ▲6.6%62,1340.4%MedicalVTIVanguard Total Stock Market ETF$10,259$4,158 ▲68.2%37,3260.4%ETFCATCaterpillar$10,197$1,822 ▲21.7%30,9180.4%IndustrialsIJHiShares Core S&P Mid-Cap ETF$9,801$1,164 ▲13.5%167,9620.4%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$9,657$2,826 ▲41.4%79,8590.4%ManufacturingSDYSPDR S&P Dividend ETF$9,107$601 ▼-6.2%67,1190.3%ETFMCDMcDonald's$9,101$11 ▼-0.1%29,1340.3%Retail/WholesaleUNHUnitedHealth Group$8,676$2,992 ▲52.6%16,5650.3%MedicalABTAbbott Laboratories$8,592$6,703 ▲354.8%64,7720.3%MedicalMMCMarsh & McLennan Companies$8,505$402 ▲5.0%34,8520.3%FinanceRTXRTX$8,331$299 ▼-3.5%62,8920.3%AerospaceCVXChevron$8,310$1,285 ▼-13.4%49,6760.3%EnergyTMUST-Mobile US$8,307$441 ▼-5.0%31,1440.3%Computer and TechnologyMLNVanEck Long Muni ETF$8,213$55 ▼-0.7%472,3120.3%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$8,151$423 ▼-4.9%102,7010.3%FinanceHDHome Depot$8,043$3,320 ▼-29.2%21,9460.3%Retail/WholesaleADPAutomatic Data Processing$7,932$17 ▲0.2%25,9610.3%Business ServicesBMYBristol-Myers Squibb$7,736$515 ▼-6.2%126,8450.3%MedicalGILDGilead Sciences$7,692$489 ▲6.8%68,6470.3%MedicalCSCOCisco Systems$7,630$862 ▼-10.2%123,6370.3%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$7,600$51 ▼-0.7%153,4700.3%FinanceSCHFSchwab International Equity ETF$7,597$32 ▼-0.4%384,0990.3%ETFMOAltria Group$7,318$214 ▼-2.8%121,9280.3%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$7,239$4,991 ▲221.9%73,1790.3%FinanceHCAHCA Healthcare$7,162$1,734 ▲32.0%20,7260.3%MedicalTJXTJX Companies$7,127$127 ▲1.8%58,5170.3%Retail/WholesaleIDViShares International Select Dividend ETF$7,038$1,516 ▼-17.7%226,8810.3%ETFCOSTCostco Wholesale$6,822$391 ▼-5.4%7,2130.3%Retail/WholesaleCIThe Cigna Group$6,770$3,985 ▼-37.1%20,5770.3%MedicalGEGeneral Electric$6,769$5,149 ▲317.9%33,8210.3%TransportationVBRVanguard Small-Cap Value ETF$6,691$1,563 ▲30.5%35,9170.3%ETFXLCCommunication Services Select Sector SPDR Fund$6,665$1,278 ▲23.7%69,1060.3%ETFLMTLockheed Martin$6,634$1,668 ▼-20.1%14,8510.3%AerospaceWMTWalmart$6,554$743 ▼-10.2%74,6510.2%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$6,521$529 ▲8.8%26,6540.2%ETFVOEVanguard Mid-Cap Value ETF$6,469$763 ▲13.4%40,2940.2%ETFVBKVanguard Small-Cap Growth ETF$6,411$1,450 ▲29.2%25,4630.2%ETFCOPConocoPhillips$6,180$541 ▼-8.0%58,8450.2%EnergyEOGEOG Resources$6,116$4,505 ▲279.6%47,6940.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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