Cx Institutional Portfolio Holdings

Cx Institutional

$2.87 Billion
Q2 2025

Cx Institutional has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.87 Billion distributed in 1213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $156M, Spdr Nuveen Bloomberg Short Te with a value of $80.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $73.5M, Vanguard Mega Cap Growth ETF with a value of $71.5M, and Ishares Core S&P U.S Growth Et with a value of $69.3M.

Examining the 13F form we can see an decrease of $12.3M in the current position value, from $2.88B to 2.87B.

Below you can find more details about Cx Institutional portfolio as well as his latest detailed transactions.

Portfolio value $2.87 Billion

ETFs: $1.72 Billion

Technology: $278 Million

Financial Services: $169 Million

Healthcare: $166 Million

Industrials: $126 Million

Consumer Cyclical: $112 Million

Communication Services: $95.7 Million

Consumer Defensive: $77.9 Million

Other: $95.2 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$156 Million 5.43% of portfolio	1,545,788	Q2 2025 Reduced 0.15%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$80.9 Million 2.82% of portfolio	1,690,403	Q2 2025 Added 629.43%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$73.5 Million 2.56% of portfolio	801,463	Q2 2025 Added 10,163.32%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$71.5 Million 2.49% of portfolio	195,369	Q2 2025 Added 14.43%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$69.3 Million 2.42% of portfolio	460,475	Q2 2025 Added 13.09%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$66.8 Million 2.33% of portfolio	157,447	Q2 2025 Added 10.35%
IVE Ishares S&P 500 Value ETF ETFs	$0	$64.2 Million 2.24% of portfolio	328,571	Q2 2025 Added 16.66%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$58.3 Million 2.03% of portfolio	2,105,587	Q2 2025 Added 10.28%
BNDX Vanguard Total International B ETFs	$0	$57.6 Million 2.01% of portfolio	1,163,511	Q2 2025 Added 88.99%
IVV Ishares Core S&P 500 ETF ETFs	$0	$56.6 Million 1.98% of portfolio	91,228	Q2 2025 Reduced 1.52%
VO Vanguard Mid Cap ETF ETFs	$0	$55.5 Million 1.94% of portfolio	198,417	Q2 2025 Reduced 1.91%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$50.9 Million 1.77% of portfolio	262,024	Q2 2025 Added 16.36%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$49.4 Million 1.72% of portfolio	2,235,549	Q2 2025 Added 22.67%
VB Vanguard Small Cap ETF ETFs	$0	$49.1 Million 1.71% of portfolio	207,192	Q2 2025 Reduced 1.6%
SPBO Spdr Ser Tr Spdr Portfolio Cor ETFs	$0	$49 Million 1.71% of portfolio	1,678,522	Q2 2025 Added 0.32%
MSFT Microsoft Corp Technology	$3.83T	$46 Million 1.6% of portfolio	92,380	Q2 2025 Reduced 0.48%
NVDA Nvidia Corp Technology	$432B	$43.2 Million 1.51% of portfolio	273,745	Q2 2025 Reduced 0.51%
AAPL Apple Inc. Technology	$3.44T	$42.7 Million 1.49% of portfolio	208,224	Q2 2025 Reduced 0.21%
AOA Ishares Tr Core Aggressive All ETFs	$0	$39.8 Million 1.39% of portfolio	476,798	Q2 2025 Added 58,402.82%
SPYG Spdr Portfolio ETFs	$0	$33 Million 1.15% of portfolio	345,794	Q2 2025 Added 22.26%
ITM Vaneck Intermediate Muni ETF ETFs	$0	$32.8 Million 1.14% of portfolio	721,021	Q2 2025 Reduced 3.8%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$30.8 Million 1.07% of portfolio	606,063	Q2 2025 Reduced 47.32%
META Meta Platforms, Inc. Communication Services	$1.6T	$30.2 Million 1.05% of portfolio	40,979	Q2 2025 Reduced 0.7%
AMZN Amazon Com Inc Consumer Cyclical	$2.36T	$29.9 Million 1.04% of portfolio	136,372	Q2 2025 Reduced 0.62%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$29.2 Million 1.02% of portfolio	352,487	Q2 2025 Added 35.13%
AVGO Broadcom Inc. Technology	$118B	$27.7 Million 0.97% of portfolio	100,410	Q2 2025 Reduced 0.42%
GOOGL Alphabet Inc. Communication Services	$1.15T	$27.2 Million 0.95% of portfolio	154,395	Q2 2025 Reduced 0.63%
TSLA Tesla, Inc. Consumer Cyclical	$998B	$23.1 Million 0.8% of portfolio	72,605	Q2 2025 Reduced 0.33%
LLY Eli Lilly & CO Healthcare	$772B	$22.4 Million 0.78% of portfolio	28,717	Q2 2025 Reduced 0.86%
V Visa Inc. Financial Services	$584B	$21.9 Million 0.76% of portfolio	61,760	Q2 2025 Reduced 0.96%
VTV Vanguard Value ETF ETFs	$0	$19.1 Million 0.67% of portfolio	108,088	Q2 2025 Added 28.09%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$18.1 Million 0.63% of portfolio	29,274	Q2 2025 Reduced 9.61%
XLK Technology Sector Spdr ETFs	$0	$17.4 Million 0.61% of portfolio	68,758	Q2 2025 Added 11.01%
FTC First Tr Lge Cap Growth ETFs	$0	$17.4 Million 0.61% of portfolio	114,984	Q2 2025 Added 22.36%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$15.9 Million 0.56% of portfolio	304,726	Q2 2025 Added 17.81%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$15.8 Million 0.55% of portfolio	86,883	Q1 2025 Reduced 0.26%
IEFA Ishares Tr ETFs	$0	$15.1 Million 0.53% of portfolio	181,014	Q2 2025 Reduced 87.87%
VV Vanguard Large Cap ETF ETFs	$0	$14.9 Million 0.52% of portfolio	52,328	Q2 2025 Reduced 14.7%
MUB Ishares National Muni Bond ETF ETFs	$0	$14.4 Million 0.5% of portfolio	137,825	Q2 2025 Reduced 49.83%
TAXF American Centy ETF Tr Diversif ETFs	$0	$14.3 Million 0.5% of portfolio	292,028	Q2 2025 Reduced 54.21%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$14 Million 0.49% of portfolio	285,539	Q2 2025 Reduced 50.53%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$12.9 Million 0.45% of portfolio	117,390	Q2 2025 Reduced 5.02%
QQEW First Tr Nasdaq 100 Equal Weig ETFs	$0	$12.8 Million 0.45% of portfolio	93,971	Q2 2025 Added 17.67%
CAT Caterpillar Inc Industrials	$229B	$12.8 Million 0.45% of portfolio	32,920	Q2 2025 Reduced 1.78%
XOM Exxon Mobil Corp Energy	$460B	$12.2 Million 0.42% of portfolio	112,712	Q2 2025 Added 4.3%
ABBV Abb Vie Inc. Healthcare	$336B	$12.1 Million 0.42% of portfolio	65,305	Q2 2025 Reduced 1.97%
QEFA Spdr Index Shs Fds Msci Eafe S ETFs	$0	$12 Million 0.42% of portfolio	140,042	Q2 2025 Reduced 21.56%
SCHW Schwab Charles Corp Financial Services	$176B	$11.8 Million 0.41% of portfolio	129,566	Q2 2025 Reduced 2.27%
UNP Union Pacific Corp Industrials	$138B	$10.8 Million 0.38% of portfolio	47,084	Q2 2025 Reduced 2.02%
PG Procter & Gamble CO Consumer Defensive	$375B	$10.8 Million 0.38% of portfolio	67,910	Q2 2025 Reduced 30.1%

Summary

Portfolio
No. of Stocks 1,213
Current Value $2.87 Billion
Prior Value $2.88 Billion
Filing
Period Q2 2025
Filing Date July 16, 2025
Form Type 13F-HR/A
Activity in Q2 2025
New Purchases 0 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 44 stocks

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Cx Institutional Portfolio Holdings