$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $1,752,000 | -2.5% | 19,000 | 0.0% | 0.65% | -34.2% | |
| CVX | CHEVRON CORP NEW | $1,490,000 | -11.0% | 13,700 | 0.0% | 0.56% | -39.9% | |
| ABT | ABBOTT LABS | $1,374,000 | -1.4% | 19,000 | 0.0% | 0.51% | -33.6% | |
| KO | COCA COLA CO | $1,070,000 | +2.5% | 22,600 | 0.0% | 0.40% | -30.9% | |
| CAT | CATERPILLAR INC DEL | $1,017,000 | -16.6% | 8,000 | 0.0% | 0.38% | -43.7% | |
| SUSA | ISHARES TRmsci usa esg slc | $964,000 | -13.5% | 9,342 | 0.0% | 0.36% | -41.6% | |
| AXP | AMERICAN EXPRESS CO | $858,000 | -10.4% | 9,000 | 0.0% | 0.32% | -39.6% | |
| XOM | EXXON MOBIL CORP | $679,000 | -19.8% | 9,959 | 0.0% | 0.25% | -45.8% | |
| BK | BANK NEW YORK MELLON CORP | $637,000 | -7.7% | 13,532 | 0.0% | 0.24% | -37.8% | |
| HD | HOME DEPOT INC | $572,000 | -17.1% | 3,330 | 0.0% | 0.21% | -44.1% | |
| JPM | JPMORGAN CHASE & CO | $470,000 | -13.6% | 4,817 | 0.0% | 0.18% | -41.7% | |
| COST | COSTCO WHSL CORP NEW | $373,000 | -13.3% | 1,832 | 0.0% | 0.14% | -41.4% | |
| GE | GENERAL ELECTRIC CO | $368,000 | -33.0% | 48,666 | 0.0% | 0.14% | -54.8% | |
| JNJ | JOHNSON & JOHNSON | $310,000 | -6.6% | 2,400 | 0.0% | 0.12% | -37.2% | |
| CYBR | CYBERARK SOFTWARE LTD | $259,000 | -7.2% | 3,500 | 0.0% | 0.10% | -37.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $227,000 | -24.8% | 2,000 | 0.0% | 0.08% | -49.1% | |
| MMM | 3M CO | $216,000 | -9.6% | 1,133 | 0.0% | 0.08% | -39.4% | |
| ROP | ROPER TECHNOLOGIES INC | $213,000 | -10.1% | 800 | 0.0% | 0.08% | -39.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.