FundX Investment Group, LLC - Q4 2018 holdings

$269 Million is the total value of FundX Investment Group, LLC's 48 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .

 Value Shares↓ Weighting
NVDA ExitNVIDIA CORP$0-828
-100.0%
-0.13%
AMP ExitAMERIPRISE FINL INC$0-1,800
-100.0%
-0.15%
SHY ExitISHARES TR1 3 yr treas bd$0-3,550
-100.0%
-0.16%
XRT ExitSPDR SERIES TRUSTs&p retail etf$0-5,852
-100.0%
-0.16%
AET ExitAETNA INC NEW$0-3,900
-100.0%
-0.44%
IWO ExitISHARES TRrus 2000 grw etf$0-6,185
-100.0%
-0.73%
VUG ExitVANGUARD INDEX FDSgrowth etf$0-10,000
-100.0%
-0.89%
RPG ExitINVESCO EXCHANGE TRADED FD Ts&p500 pur gwt$0-14,093
-100.0%
-0.94%
XBI ExitSPDR SERIES TRUSTs&p biotech$0-23,150
-100.0%
-1.22%
FDN ExitFIRST TR EXCHANGE TRADED FDdj internt idx$0-52,283
-100.0%
-4.08%
MGK ExitVANGUARD WORLD FDmega grwth ind$0-70,400
-100.0%
-4.98%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-02-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR24Q4 20211.2%
GENERAL ELECTRIC CO24Q4 20190.6%
HOME DEPOT INC23Q4 20190.4%
COSTCO WHSL CORP NEW22Q4 20190.2%
ISHARES TR21Q4 202134.4%
ISHARES TR20Q4 202121.6%
APPLE INC20Q4 20210.6%
VANGUARD WORLD FD19Q4 202115.0%
ISHARES TR18Q4 202121.8%
EXXON MOBIL CORP17Q4 20190.6%

View FundX Investment Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-01-26
13F-HR2021-11-03
13F-HR2021-07-27
13F-HR2021-05-04
13F-HR2021-02-08
13F-HR2020-10-29
13F-HR2020-08-11
13F-HR2020-04-24
13F-HR2020-02-03
13F-HR2019-11-08

View FundX Investment Group, LLC's complete filings history.

Compare quarters

Export FundX Investment Group, LLC's holdings