F Dx Advisors, Inc. Reduced Holdings in Q1 2025

F Dx Advisors, Inc.

  • $308 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-32
- 7.42%
$725.72 - $929.72 $23.2K - $29.8K
399 $330K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-810
- 3.12%
$48.43 - $49.9 $39.2K - $40.4K
25.2K $1.26M
VTV
Vanguard Value ETF

ETFs
-363
- 2.01%
$167.73 - $179.21 $60.9K - $65.1K
17.7K $3.06M
VZ
Verizon Communications Inc

Communication Services
-846
- 11.75%
$37.81 - $46.49 $32K - $39.3K
6.35K $288K
T
At&T Inc.

Communication Services
-3.74K
- 19.04%
$21.56 - $28.28 $80.5K - $106K
15.9K $449K
ENB
Enbridge Inc

Energy
-279
- 3.06%
$41.54 - $45.45 $11.6K - $12.7K
8.84K $392K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-131
- 0.71%
$22.46 - $23.26 $2.94K - $3.05K
18.4K $425K
XEL
Xcel Energy Inc

Utilities
-68
- 1.97%
$63.37 - $72.1 $4.31K - $4.9K
3.39K $240K
CVX
Chevron Corp

Energy
-513
- 12.47%
$146.71 - $167.97 $75.3K - $86.2K
3.6K $602K
PLD
Prologis, Inc.

Real Estate
-52
- 2.61%
$103.59 - $124.04 $5.39K - $6.45K
1.94K $217K
KMB
Kimberly Clark Corp

Consumer Defensive
-69
- 3.76%
$124.46 - $147.4 $8.59K - $10.2K
1.76K $251K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-832
- 3.64%
$59.28 - $66.1 $49.3K - $55K
22.1K $1.4M
IBN
Icici Bank LTD

Financial Services
-312
- 1.96%
$27.55 - $31.67 $8.6K - $9.88K
15.6K $491K
AON
Aon PLC

Financial Services
-55
- 5.06%
$348.44 - $409.32 $19.2K - $22.5K
1.03K $412K
TDG
Trans Digm Group Inc

Industrials
-1
- 0.47%
$1251.32 - $1394.11 $1.25K - $1.39K
210 $290K
CB
Chubb LTD

Financial Services
-3
- 0.31%
$257.71 - $301.99 $773 - $906
952 $287K
HEI
Heico Corp

Industrials
-27
- 2.26%
$219.6 - $270.85 $5.93K - $7.31K
1.17K $313K
DUK
Duke Energy Corp

Utilities
-31
- 1.25%
$105.87 - $121.97 $3.28K - $3.78K
2.45K $299K
STE
Steris PLC

Healthcare
-77
- 3.34%
$202.46 - $232.74 $15.6K - $17.9K
2.23K $505K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-223
- 1.65%
$24.1 - $27.73 $5.37K - $6.18K
13.3K $360K
Kenvue Inc Com
-98
- 0.71%
N/A
13.6K $327K
KO
Coca Cola CO

Consumer Defensive
-42
- 0.98%
$60.81 - $72.32 $2.55K - $3.04K
4.25K $304K
AMGN
Amgen Inc

Healthcare
-37
- 3.62%
$258.59 - $327.36 $9.57K - $12.1K
986 $307K
JNJ
Johnson & Johnson

Healthcare
-282
- 6.69%
$142.06 - $167.7 $40.1K - $47.3K
3.93K $652K
SAP
Sap Se

Technology
-112
- 3.36%
$241.4 - $293.69 $27K - $32.9K
3.22K $864K
AZN
Astrazeneca PLC

Healthcare
-721
- 5.94%
$65.37 - $77.96 $47.1K - $56.2K
11.4K $839K
Linde PLC Shs
-53
- 3.21%
N/A
1.6K $744K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-330
- 1.2%
$128.74 - $138.67 $42.5K - $45.8K
27.3K $3.7M
PM
Philip Morris International Inc.

Consumer Defensive
-323
- 9.77%
$117.15 - $158.79 $37.8K - $51.3K
2.98K $474K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-426
- 0.62%
$18.36 - $20.51 $7.82K - $8.74K
68.5K $1.36M
V
Visa Inc.

Financial Services
-61
- 1.93%
$306.92 - $362.71 $18.7K - $22.1K
3.11K $1.09M
IAU
Ishares Gold Trust

ETFs
-11.9K
- 11.38%
$49.74 - $58.96 $592K - $702K
92.8K $5.47M
Activity Summary
Buys All Purchases 41 New Holdings 11 Increased Positions 30 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track F Dx Advisors, Inc. Portfolio

Follow F Dx Advisors, Inc. 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 F Dx Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on F Dx Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email