Cx Institutional Top Holdings and 13F Report (2025) About Cx InstitutionalInvestment ActivityCx Institutional has $2.52 billion in total holdings as of December 31, 2024.Cx Institutional owns shares of 535 different stocks, but just 107 companies or ETFs make up 80% of its holdings.Approximately 22.69% of the portfolio was purchased this quarter.About 10.62% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 551 new stocks and bought additional shares in 345 stocks.Cx Institutional sold shares of 135 stocks and completely divested from 64 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $135,024,138iShares 0-3 Month Treasury Bond ETF $72,497,790SPDR Portfolio Intermediate Term Treasury ETF $60,968,092Vanguard Mega Cap Growth ETF $56,863,091Janus Henderson AAA CLO ETF $54,954,576 Largest New Holdings this Quarter Vanguard Industrials ETF $5,052,273 HoldingiShares MSCI Singapore ETF $3,716,206 HoldingLAM RESEARCH CORP $2,075,247 HoldingVanguard Consumer Staples ETF $1,661,893 HoldingARISTA NETWORKS INC $877,277 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 1,671,978 shares (about $117.51M)Schwab U.S. Large-Cap Value ETF 1,408,706 shares (about $36.72M)iShares Currency Hedged MSCI EAFE ETF 1,045,909 shares (about $36.35M)SPDR Portfolio Intermediate Term Treasury ETF 686,745 shares (about $19.15M)Janus Henderson AAA CLO ETF 334,788 shares (about $16.98M) Largest Sales this Quarter iShares MSCI Japan ETF 249,897 shares (about $16.77M)iShares MSCI Germany ETF 382,219 shares (about $12.16M)Franklin FTSE United Kingdom ETF 380,068 shares (about $9.95M)iShares MSCI Switzerland ETF 199,976 shares (about $9.19M)Tesla 14,332 shares (about $5.79M) 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$135,024,138$117,506,634 ▲670.8%1,921,2315.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$72,497,790$12,229,014 ▲20.3%722,6652.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$60,968,092$19,146,458 ▲45.8%2,186,8032.4%ETFMGKVanguard Mega Cap Growth ETF$56,863,091$8,182,807 ▲16.8%165,5832.3%ETFJAAAJanus Henderson AAA CLO ETF$54,954,576$16,977,114 ▲44.7%1,083,7022.2%ETFIVViShares Core S&P 500 ETF$54,756,392$405,014 ▲0.7%93,0152.2%ETFVOVanguard Mid-Cap ETF$52,061,104$12,960,601 ▲33.1%197,1042.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$50,888,387$15,805,930 ▲45.1%1,776,8292.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$48,050,757$36,724,980 ▲324.3%1,843,1431.9%ETFIVEiShares S&P 500 Value ETF$44,351,221$12,712,435 ▲40.2%232,3511.8%ETFAAPLApple$44,315,715$4,628,027 ▲11.7%176,9651.8%Computer and TechnologyVBVanguard Small-Cap ETF$43,221,721$12,743,776 ▲41.8%179,8801.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$42,870,671$36,345,349 ▲557.0%1,233,6881.7%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$42,371,312$13,702,332 ▲47.8%1,966,1861.7%ETFIWFiShares Russell 1000 Growth ETF$41,033,839$5,809,714 ▲16.5%102,1801.6%ETFIUSGiShares Core S&P U.S. Growth ETF$41,006,669$6,446,611 ▲18.7%294,2711.6%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$40,659,342$13,635,554 ▲50.5%465,5821.6%ETFIWDiShares Russell 1000 Value ETF$35,846,073$11,679,326 ▲48.3%193,6261.4%ETFITMVanEck Intermediate Muni ETF$34,038,280$2,679,749 ▲8.5%738,3571.4%ETFMSFTMicrosoft$33,046,776$4,671,110 ▲16.5%78,4021.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$31,895,253$9,628,858 ▲43.2%650,2601.3%ETFTAXFAmerican Century Diversified Municipal Bond ETF$31,024,794$5,483,614 ▲21.5%618,7631.2%ETFNVDANVIDIA$27,776,966$6,137,460 ▲28.4%206,8431.1%Computer and TechnologyAMZNAmazon.com$23,651,449$1,721,342 ▲7.8%107,8050.9%Retail/WholesaleMUBiShares National Muni Bond ETF$23,562,692$4,114,537 ▲21.2%221,1420.9%ETFVTEBVanguard Tax-Exempt Bond ETF$23,244,122$4,330,789 ▲22.9%463,6760.9%ETFSPYSPDR S&P 500 ETF Trust$23,011,766$11,574,749 ▲101.2%39,2630.9%FinanceSHYiShares 1-3 Year Treasury Bond ETF$22,829,394$7,038,889 ▲44.6%278,4750.9%ManufacturingGOOGLAlphabet$22,052,793$1,290,085 ▲6.2%116,4960.9%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$19,428,786$3,009,444 ▲18.3%221,0320.8%ETFAVGOBroadcom$18,564,197$2,205,734 ▼-10.6%80,0730.7%Computer and TechnologyTSLATesla$18,527,775$5,787,835 ▼-23.8%45,8790.7%Auto/Tires/TrucksLLYEli Lilly and Company$18,237,315$3,437,012 ▲23.2%23,6230.7%MedicalPZAInvesco National AMT-Free Municipal Bond ETF$17,955,345$3,187,919 ▲21.6%760,4970.7%ETFMETAMeta Platforms$17,353,962$843,136 ▼-4.6%29,6390.7%Computer and TechnologyPGProcter & Gamble$17,251,458$9,170,343 ▲113.5%102,9010.7%Consumer StaplesCIBRFirst Trust Nasdaq Cybersecurity ETF$16,999,978$1,174,904 ▲7.4%267,9270.7%ManufacturingBLOKAmplify Transformational Data Sharing ETF$16,441,267$1,011,297 ▼-5.8%380,6720.7%ETFVVisa$16,423,936$325,843 ▼-1.9%51,9670.7%Business ServicesVVVanguard Large-Cap ETF$15,961,399$2,677,044 ▼-14.4%59,1820.6%ETFRSPInvesco S&P 500 Equal Weight ETF$15,264,811$32,242 ▲0.2%87,1130.6%ETFBRK.BBerkshire Hathaway$15,203,464$1,878,392 ▲14.1%33,5410.6%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$14,785,008$2,317,057 ▲18.6%203,9030.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,806,092$5,306,401 ▲62.4%269,9660.5%ETFABBVAbbVie$12,486,846$18,659 ▼-0.1%70,2690.5%MedicalXLKTechnology Select Sector SPDR Fund$12,348,267$923,806 ▲8.1%53,1060.5%ETFXOMExxon Mobil$12,062,973$3,140,418 ▲35.2%112,1400.5%Oils/EnergyHDHome Depot$12,060,755$665,958 ▼-5.2%31,0050.5%Retail/WholesaleVTVVanguard Value ETF$11,995,326$1,849,615 ▲18.2%70,8520.5%ETFIVWiShares S&P 500 Growth ETF$11,444,766$548,871 ▼-4.6%112,7230.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$10,864,683$1,419,094 ▲15.0%229,2610.4%FinanceAXPAmerican Express$10,775,606$1,047,080 ▼-8.9%36,3070.4%FinanceAMGNAmgen$10,539,428$21,112 ▲0.2%40,4360.4%MedicalHONHoneywell International$10,315,819$190,201 ▼-1.8%45,6670.4%Multi-Sector ConglomeratesHYDVanEck High Yield Muni ETF$10,312,801$1,875,361 ▲22.2%198,6660.4%ETFVUGVanguard Growth ETF$10,222,280$4,044,173 ▲65.5%24,9050.4%ETFFIFiserv$10,147,337$1,446,568 ▼-12.5%49,3980.4%Business ServicesSDYSPDR S&P Dividend ETF$9,452,008$620,482 ▲7.0%71,5510.4%ETFQCLNFirst Trust NASDAQ Clean Edge Green Energy Index Fund$9,439,066$3,294,166 ▲53.6%278,1920.4%ETFUNPUnion Pacific$9,325,939$205,464 ▲2.3%40,8960.4%TransportationIJHiShares Core S&P Mid-Cap ETF$9,223,056$1,004,630 ▲12.2%148,0180.4%ETFCATCaterpillar$9,212,652$505,345 ▼-5.2%25,3950.4%Industrial ProductsLMTLockheed Martin$9,031,636$291,578 ▼-3.1%18,5850.4%AerospaceCIThe Cigna Group$9,026,836$172,865 ▼-1.9%32,6890.4%MedicalMLNVanEck Long Muni ETF$8,501,846$63,206 ▲0.7%475,4940.3%ETFMCDMcDonald's$8,455,602$616,893 ▲7.9%29,1680.3%Retail/WholesaleJNJJohnson & Johnson$8,433,330$1,322,711 ▲18.6%58,3130.3%MedicalDLNWisdomTree U.S. LargeCap Dividend Fund$8,403,538$642,004 ▲8.3%108,0280.3%FinanceCVXChevron$8,307,706$1,618,755 ▲24.2%57,3570.3%Oils/EnergyCSCOCisco Systems$8,146,569$757,825 ▲10.3%137,6100.3%Computer and TechnologyFTCFirst Trust Large Cap Growth AlphaDEX Fund$8,029,494$1,057,484 ▲15.2%58,0790.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$7,874,487$353,784 ▲4.7%154,4920.3%FinanceKOCoca-Cola$7,802,095$1,142,976 ▲17.2%125,3140.3%Consumer StaplesBMYBristol-Myers Squibb$7,652,037$184,104 ▲2.5%135,2900.3%MedicalADPAutomatic Data Processing$7,583,191$844,236 ▲12.5%25,9050.3%Business ServicesTAT&T$7,581,597$1,005,570 ▲15.3%332,9640.3%Computer and TechnologyIDViShares International Select Dividend ETF$7,550,172$770,147 ▲11.4%275,7540.3%ETFRTXRTX$7,539,240$1,354,633 ▲21.9%65,1500.3%AerospaceWMTWalmart$7,509,567$582,851 ▲8.4%83,1160.3%Retail/WholesaleACNAccenture$7,430,494$802,469 ▲12.1%21,1210.3%Computer and TechnologyMCKMcKesson$7,359,908$1,530,797 ▲26.3%12,9140.3%MedicalTMUST-Mobile US$7,239,324$529,093 ▲7.9%32,7970.3%Computer and TechnologyKRESPDR S&P Regional Banking ETF$7,189,824$121,304 ▼-1.7%119,1350.3%ETFSCHFSchwab International Equity ETF$7,135,598$3,582,192 ▲100.8%385,7080.3%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$7,059,010$1,215,239 ▲20.8%56,4900.3%ManufacturingMMCMarsh & McLennan Companies$7,053,068$808,244 ▲12.9%33,2040.3%FinanceCOSTCostco Wholesale$6,987,487$152,101 ▼-2.1%7,6260.3%Retail/WholesaleTJXTJX Companies$6,943,080$1,186,839 ▲20.6%57,4710.3%Retail/WholesalePEPPepsiCo$6,695,953$433,380 ▲6.9%44,0340.3%Consumer StaplesMOAltria Group$6,561,789$1,176,843 ▲21.9%125,4880.3%Consumer StaplesGOOGAlphabet$6,529,057$591,889 ▲10.0%34,2840.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$6,433,069$45,501 ▼-0.7%22,1970.3%ETFCOPConocoPhillips$6,346,168$1,035,844 ▲19.5%63,9920.3%Oils/EnergyVOTVanguard Mid-Cap Growth ETF$6,215,352$149,972 ▼-2.4%24,4930.2%ETFMPCMarathon Petroleum$6,079,426$1,450,525 ▲31.3%43,5800.2%Oils/EnergyALLAllstate$5,943,676$997,328 ▲20.2%30,8290.2%FinanceGMGeneral Motors$5,941,279$1,275,289 ▲27.3%111,5310.2%Auto/Tires/TrucksGILDGilead Sciences$5,938,268$304,825 ▲5.4%64,2870.2%MedicalIJRiShares Core S&P Small-Cap ETF$5,922,699$797,559 ▲15.6%51,4030.2%ETFVOEVanguard Mid-Cap Value ETF$5,749,936$113,565 ▼-1.9%35,5430.2%ETFShowing 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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