Cx Institutional Reduced Holdings in Q1 2025

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-280K
- 38.79%
$100.34 - $100.68 $28.1M - $28.2M
442K $44.5M
IEFA
Ishares Tr

ETFs
-429K
- 22.34%
$69.57 - $78.65 $29.9M - $33.8M
1.49M $113M
HEFA
Ishares Currency Hedged Msci E

ETFs
-390K
- 31.65%
$34.83 - $37.52 $13.6M - $14.6M
843K $30.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-187K
- 69.94%
$62.72 - $71.92 $11.8M - $13.5M
80.5K $5.07M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-249K
- 65.54%
$36.88 - $49.3 $9.2M - $12.3M
131K $4.84M
HYD
Vaneck High Yield Muni ETF

ETFs
-194K
- 97.47%
$50.79 - $52.53 $9.83M - $10.2M
5.04K $258K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-226K
- 81.15%
$28.62 - $36.65 $6.46M - $8.27M
52.4K $1.5M
GM
General Motors CO

Consumer Cyclical
-101K
- 91.0%
$45.22 - $54.92 $4.59M - $5.57M
10K $472K
EWJ
Ishares Msci Japan ETF

ETFs
-73.8K
- 88.0%
$65.24 - $71.7 $4.82M - $5.29M
10.1K $690K
ALL
Allstate Corp

Financial Services
-25.8K
- 83.81%
$180.99 - $210.18 $4.68M - $5.43M
4.99K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
-20.5K
- 91.96%
$232.43 - $265.13 $4.77M - $5.44M
1.79K $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.88K
- 17.51%
$551.42 - $612.93 $3.79M - $4.21M
32.4K $18.1M
T
At&T Inc.

Communication Services
-236K
- 71.02%
$21.56 - $28.28 $5.1M - $6.69M
96.5K $2.73M
PRU
Prudential Financial Inc

Financial Services
-40.1K
- 91.71%
$105.04 - $122.33 $4.21M - $4.91M
3.62K $405K
AGCO
Agco Corp

Industrials
-49.3K
- 99.73%
$88.82 - $106.69 $4.37M - $5.25M
133 $12K
VIS
Vanguard Industrial ETF

ETFs
-18K
- 90.62%
$243.63 - $273.99 $4.38M - $4.93M
1.86K $461K
MPC
Marathon Petroleum Corp

Energy
-32.6K
- 74.88%
$134.72 - $159.03 $4.4M - $5.19M
10.9K $1.6M
ACGL
Arch Capital Group Ltd.

Financial Services
-48.6K
- 93.88%
$88.13 - $96.94 $4.28M - $4.71M
3.16K $304K
AMAT
Applied Materials Inc

Technology
-25.5K
- 81.35%
$145.06 - $195.51 $3.71M - $4.99M
5.86K $850K
KRE
Spdr S&P Regional Banking ETF

ETFs
-64K
- 53.75%
$55.11 - $65.5 $3.53M - $4.19M
55.1K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
-9.06K
- 29.22%
$347.25 - $424.87 $3.15M - $3.85M
21.9K $8.04M
DVY
Ishares Tr

ETFs
-30.2K
- 98.7%
$128.58 - $138.1 $3.88M - $4.17M
398 $53K
DRIV
Global X Fds Global X Autonomo

ETFs
-153K
- 62.65%
$21.14 - $24.23 $3.24M - $3.71M
91.2K $1.93M
FLGB
Franklin Templeton ETF Tr

ETFs
-135K
- 88.62%
$25.73 - $29.17 $3.47M - $3.93M
17.3K $496K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-75.1K
- 88.93%
$45.85 - $53.59 $3.44M - $4.03M
9.35K $484K
EWS
Ishares Inc Msci Singapore ETF

ETFs
-155K
- 91.23%
$21.65 - $24.17 $3.36M - $3.75M
14.9K $355K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-114K
- 67.34%
$28.9 - $31.59 $3.3M - $3.61M
55.3K $1.62M
EWG
Ishares Msci Germany ETF

ETFs
-104K
- 88.25%
$31.57 - $39.31 $3.29M - $4.1M
13.9K $515K
MCK
Mckesson Corp

Healthcare
-6.48K
- 50.17%
$566.21 - $672.99 $3.67M - $4.36M
6.44K $4.33M
LIT
Global X Fds Global X Lithium

ETFs
-65.7K
- 50.6%
$38.8 - $42.84 $2.55M - $2.82M
64.2K $2.49M
IVV
Ishares Core S&P 500 ETF

ETFs
-379
- 0.41%
$554.06 - $615.85 $210K - $233K
92.6K $52.1M
DFAI
Dimensional ETF Tr

ETFs
-98.9K
- 50.57%
$28.88 - $32.4 $2.86M - $3.2M
96.6K $3.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-143K
- 6.55%
$27.64 - $28.58 $3.96M - $4.09M
2.04M $58.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7.94K
- 96.63%
$302.31 - $337.54 $2.4M - $2.68M
277 $85K
ICLN
Ishares

ETFs
-221K
- 51.14%
$10.94 - $11.86 $2.42M - $2.62M
211K $2.41M
CVS
Cvs Health Corp

Healthcare
-69.6K
- 69.08%
$44.22 - $68.64 $3.08M - $4.78M
31.2K $2.11M
LMT
Lockheed Martin Corp

Industrials
-3.73K
- 20.09%
$423.19 - $506.29 $1.58M - $1.89M
14.9K $6.63M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-104K
- 5.83%
$28.27 - $29.28 $2.93M - $3.03M
1.67M $48.6M
CI
Cigna Corp

Healthcare
-12.1K
- 37.05%
$274.49 - $329.0 $3.32M - $3.98M
20.6K $6.77M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-144K
- 7.31%
$21.23 - $22.14 $3.05M - $3.18M
1.82M $40.2M
ACN
Accenture PLC

Technology
-4.13K
- 19.54%
$300.91 - $398.25 $1.24M - $1.64M
17K $5.3M
BNDX
Vanguard Total International B

ETFs
-34.6K
- 5.32%
$48.33 - $49.5 $1.67M - $1.71M
616K $30.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-33.5K
- 39.35%
$56.12 - $68.15 $1.88M - $2.28M
51.6K $3.5M
HPE
Hewlett Packard Enterprise CO

Technology
-59.2K
- 66.69%
$14.77 - $24.42 $874K - $1.45M
29.6K $456K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17.6K
- 6.33%
$81.83 - $82.73 $1.44M - $1.46M
261K $21.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.87K
- 30.52%
$126.11 - $135.06 $1.25M - $1.33M
22.5K $2.9M
VDE
Vanguard Energy ETF

ETFs
-10.8K
- 40.05%
$119.14 - $132.76 $1.29M - $1.44M
16.2K $2.11M
ENVA
Enova International, Inc.

Financial Services
-12.5K
- 31.7%
$87.18 - $116.49 $1.09M - $1.45M
26.9K $2.59M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-25.4K
- 12.44%
N/A
179K $14.1M
Activity Summary
Buys All Purchases 954 New Holdings 672 Increased Positions 282 Sells All Sells 237 Reductions 237 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cx Institutional Portfolio

Follow Cx Institutional and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cx Institutional, based on Form 13F filings with the SEC.

News

Stay updated on Cx Institutional with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email