Cx Institutional Top Holdings and 13F Report (2025) About Cx InstitutionalInvestment ActivityCx Institutional has $2.88 million in total holdings as of June 30, 2025.Cx Institutional owns shares of 1,215 different stocks, but just 120 companies or ETFs make up 80% of its holdings.Approximately 21.84% of the portfolio was purchased this quarter.About 19.59% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 1,202 new stocks and bought additional shares in 500 stocks.Cx Institutional sold shares of 379 stocks and completely divested from 32 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $155,883SPDR Nuveen ICE Short Term Municipal Bond ETF $80,852SPDR Bloomberg 1-3 Month T-Bill ETF $73,518Vanguard Mega Cap Growth ETF $71,538iShares Core S&P U.S. Growth ETF $69,255 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $9,860 Holding084670108 - Berkshire Hathaway $1,458 Holding58506Q109 - Medpace $1,394 Holding78464A755 - SPDR S&P Metals & Mining ETF $406 Holding78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $391 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 1,105,835 shares (about $111.35K)SPDR Bloomberg 1-3 Month T-Bill ETF 793,654 shares (about $72.80K)SPDR Nuveen ICE Short Term Municipal Bond ETF 1,458,661 shares (about $69.77K)iShares Core 80/20 Aggressive Allocation ETF 475,983 shares (about $39.70K)Vanguard Total International Bond ETF 547,872 shares (about $27.12K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 1,310,953 shares (about $109.44K)SPDR Portfolio Intermediate Term Treasury ETF 2,024,419 shares (about $58.29K)iShares 20+ Year Treasury Bond ETF 521,226 shares (about $46.01K)iShares Currency Hedged MSCI EAFE ETF 805,102 shares (about $30.55K)Janus Henderson AAA CLO ETF 544,345 shares (about $27.63K) 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 PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$155,883$111,347 ▲250.0%1,548,1485.4%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$80,852$69,768 ▲629.4%1,690,4032.8%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$73,518$72,802 ▲10,163.3%801,4632.6%ETFMGKVanguard Mega Cap Growth ETF$71,538$9,020 ▲14.4%195,3692.5%ETFIUSGiShares Core S&P U.S. Growth ETF$69,255$8,016 ▲13.1%460,4752.4%ManufacturingIWFiShares Russell 1000 Growth ETF$66,849$6,268 ▲10.3%157,4472.3%ETFIVEiShares S&P 500 Value ETF$64,209$9,171 ▲16.7%328,5712.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$58,262$5,432 ▲10.3%2,105,5872.0%ETFBNDXVanguard Total International Bond ETF$57,605$27,125 ▲89.0%1,163,5112.0%ETFIVViShares Core S&P 500 ETF$56,644$874 ▼-1.5%91,2282.0%ETFVOVanguard Mid-Cap ETF$56,607$6,205 ▼-9.9%202,2902.0%ETFIWDiShares Russell 1000 Value ETF$50,893$7,155 ▲16.4%262,0241.8%ETFVBVanguard Small-Cap ETF$49,898$3,710 ▼-6.9%210,5581.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$49,406$9,129 ▲22.7%2,235,5491.7%ETFSPBOSPDR Portfolio Corporate Bond ETF$49,046$154 ▲0.3%1,678,5221.7%ETFMSFTMicrosoft$46,172$4,302 ▲10.3%92,8241.6%Computer and TechnologyNVDANVIDIA$43,469$4,648 ▲12.0%275,1371.5%Computer and TechnologyAAPLApple$42,809$3,831 ▲9.8%208,6521.5%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$39,765$39,697 ▲58,402.8%476,7981.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$32,961$6,002 ▲22.3%345,7941.1%ETFITMVanEck Intermediate Muni ETF$32,785$1,295 ▼-3.8%721,0211.1%ETFJAAAJanus Henderson AAA CLO ETF$30,758$27,626 ▼-47.3%606,0631.1%ETFMETAMeta Platforms$30,459$4,030 ▲15.2%41,2671.1%Computer and TechnologyAMZNAmazon.com$30,105$4,668 ▲18.4%137,2201.0%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$29,207$7,592 ▲35.1%352,4871.0%ManufacturingAVGOBroadcom$27,794$1,447 ▲5.5%100,8321.0%Computer and TechnologyGOOGLAlphabet$27,380$4,070 ▲17.5%155,3671.0%Computer and TechnologyTSLATesla$23,140$789 ▼-3.3%72,8450.8%Auto/Tires/TrucksLLYEli Lilly and Company$22,580$1,359 ▲6.4%28,9670.8%MedicalVVisa$22,140$912 ▲4.3%62,3580.8%Business ServicesVTVVanguard Value ETF$19,103$4,190 ▲28.1%108,0880.7%ETFSPYSPDR S&P 500 ETF Trust$18,087$1,923 ▼-9.6%29,2740.6%FinanceVVVanguard Large-Cap ETF$17,503$221 ▼-1.2%61,3490.6%ETFXLKTechnology Select Sector SPDR Fund$17,412$1,728 ▲11.0%68,7580.6%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$17,359$3,172 ▲22.4%114,9840.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,949$2,411 ▲17.8%304,7260.6%ETFRSPInvesco S&P 500 Equal Weight ETF$15,7900.0%86,8830.5%ETFIEFAiShares Core MSCI EAFE ETF$15,111$109,438 ▼-87.9%181,0140.5%ETFMUBiShares National Muni Bond ETF$14,400$14,303 ▼-49.8%137,8250.5%ETFTAXFAmerican Century Diversified Municipal Bond ETF$14,289$16,915 ▼-54.2%292,0280.5%ETFVTEBVanguard Tax-Exempt Bond ETF$14,000$14,298 ▼-50.5%285,5390.5%ETFIVWiShares S&P 500 Growth ETF$13,608$660 ▲5.1%123,5960.5%ETFCATCaterpillar$13,012$1,009 ▲8.4%33,5180.5%IndustrialsQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$12,826$1,926 ▲17.7%93,9710.4%ManufacturingABBVAbbVie$12,366$527 ▼-4.1%66,6170.4%MedicalXOMExxon Mobil$12,150$501 ▲4.3%112,7120.4%EnergySCHWCharles Schwab$12,096$4,410 ▼-26.7%132,5780.4%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$11,951$3,284 ▼-21.6%140,0420.4%ETFUNPUnion Pacific$11,056$2,243 ▼-16.9%48,0540.4%TransportationPGProcter & Gamble$10,819$4,658 ▼-30.1%67,9100.4%Consumer StaplesPAVEGlobal X U.S. Infrastructure Development ETF$10,624$9,505 ▼-47.2%243,7890.4%ETFAMGNAmgen$10,434$96 ▲0.9%37,3700.4%MedicalNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$10,038$11,056 ▼-52.4%162,2150.3%ETFHONHoneywell International$9,993$5,547 ▼-35.7%42,9090.3%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$9,860$9,860 ▲New Holding20,2970.3%FinanceJNJJohnson & Johnson$9,790$299 ▲3.2%64,0920.3%MedicalVBKVanguard Small-Cap Growth ETF$9,657$2,606 ▲37.0%34,8720.3%ETFIJHiShares Core S&P Mid-Cap ETF$9,606$811 ▼-7.8%154,8880.3%ETFSDYSPDR S&P Dividend ETF$9,437$327 ▲3.6%69,5300.3%ETFVBRVanguard Small-Cap Value ETF$9,382$2,378 ▲34.0%48,1110.3%ETFRTXRTX$9,224$41 ▲0.4%63,1730.3%AerospaceCSCOCisco Systems$9,020$442 ▲5.1%130,0020.3%Computer and TechnologyPEPPepsiCo$9,019$335 ▼-3.6%68,3070.3%Consumer StaplesHDHome Depot$8,751$705 ▲8.8%23,8690.3%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$8,635$199 ▲2.4%105,1270.3%FinanceMDLZMondelez International$8,560$5,080 ▲146.0%126,9240.3%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$8,501$921 ▲12.2%29,8940.3%ETFMRKMerck & Co., Inc.$8,497$1,427 ▼-14.4%107,3340.3%MedicalSCHFSchwab International Equity ETF$8,491$2 ▲0.0%384,2000.3%ETFADPAutomatic Data Processing$8,306$299 ▲3.7%26,9320.3%Computer and TechnologyDONWisdomTree U.S. MidCap Dividend Fund$8,197$505 ▲6.6%163,5390.3%FinanceFIFiserv$8,136$2,164 ▼-21.0%47,1890.3%Business ServicesGILDGilead Sciences$7,816$205 ▲2.7%70,4930.3%MedicalMMCMarsh & McLennan Companies$7,770$150 ▲2.0%35,5380.3%FinanceTDWTidewater$7,756$5,290 ▲214.5%168,1290.3%EnergyHCAHCA Healthcare$7,607$333 ▼-4.2%19,8570.3%MedicalENVAEnova International$7,532$4,537 ▲151.5%67,5380.3%FinanceCVXChevron$7,521$408 ▲5.7%52,5280.3%EnergyCVSCVS Health$7,508$5,359 ▲249.3%108,8470.3%MedicalINTUIntuit$7,491$35 ▲0.5%9,5100.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,488$354 ▲5.0%25,8300.3%FinanceVOEVanguard Mid-Cap Value ETF$7,440$813 ▲12.3%45,2370.3%ETFTMUST-Mobile US$7,425$5 ▲0.1%31,1650.3%Computer and TechnologyIDViShares International Select Dividend ETF$7,386$444 ▼-5.7%214,0170.3%ETFXLCCommunication Services Select Sector SPDR Fund$7,333$167 ▼-2.2%67,5700.3%ETFLMTLockheed Martin$7,188$310 ▲4.5%15,5210.2%AerospaceWMTWalmart$7,181$118 ▼-1.6%73,4440.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$7,052$996 ▲16.5%64,5250.2%ETFBMYBristol Myers Squibb$7,026$1,154 ▲19.7%151,7830.2%MedicalAMATApplied Materials$7,013$5,941 ▲553.9%38,3080.2%Computer and TechnologyCOPConocoPhillips$6,999$1,718 ▲32.5%77,9930.2%EnergyCOSTCostco Wholesale$6,993$148 ▼-2.1%7,0640.2%Retail/WholesaleMOAltria Group$6,834$314 ▼-4.4%116,5680.2%Consumer StaplesQCOMQUALCOMM$6,744$1,262 ▲23.0%42,3450.2%Computer and TechnologyCOFCapital One Financial$6,696$961 ▲16.8%31,4700.2%FinanceKWRQuaker Houghton$6,671$4,321 ▲183.8%59,5920.2%Basic MaterialsVTIVanguard Total Stock Market ETF$6,653$4,691 ▼-41.4%21,8910.2%ETFCRMSalesforce$6,615$5,038 ▲319.3%24,2590.2%Computer and TechnologyGWXSPDR S&P International Small Cap ETF$6,5960.0%177,4200.2%ETFHRMYHarmony Biosciences$6,566$4,105 ▲166.8%207,7830.2%MedicalShowing 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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