$181 Million is the total value of FundX Investment Group, LLC's 38 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 83.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Buy | ISHARES TRrus 1000 grw etf | $39,123,000 | +54.9% | 250,824 | +42.8% | 21.58% | +72.6% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $9,023,000 | – | 70,400 | +100.0% | 4.98% | – |
| IGV | Buy | ISHARES TRna tec sftwr etf | $7,631,000 | +12.5% | 37,230 | +0.3% | 4.21% | +25.3% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $6,627,000 | +185.2% | 32,851 | +167.1% | 3.66% | +217.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,717,000 | +31.3% | 30,772 | +21.3% | 3.15% | +46.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $5,048,000 | +10.9% | 28,492 | +1.8% | 2.78% | +23.5% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $4,614,000 | – | 39,361 | +100.0% | 2.54% | – |
| XBI | Buy | SPDR SERIES TRUSTs&p biotech | $2,219,000 | +20.4% | 23,150 | +19.6% | 1.22% | +34.1% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,610,000 | – | 10,000 | +100.0% | 0.89% | – |
| XRT | New | SPDR SERIES TRUSTs&p retail etf | $299,000 | – | 5,852 | +100.0% | 0.16% | – |
| NVDA | New | NVIDIA CORP | $233,000 | – | 828 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q4 2021 | 1.2% |
| GENERAL ELECTRIC CO | 24 | Q4 2019 | 0.6% |
| HOME DEPOT INC | 23 | Q4 2019 | 0.4% |
| COSTCO WHSL CORP NEW | 22 | Q4 2019 | 0.2% |
| ISHARES TR | 21 | Q4 2021 | 34.4% |
| ISHARES TR | 20 | Q4 2021 | 21.6% |
| APPLE INC | 20 | Q4 2021 | 0.6% |
| VANGUARD WORLD FD | 19 | Q4 2021 | 15.0% |
| ISHARES TR | 18 | Q4 2021 | 21.8% |
| EXXON MOBIL CORP | 17 | Q4 2019 | 0.6% |
View FundX Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
| 13F-HR | 2021-07-27 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-11-08 |
View FundX Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.