$295 Million is the total value of FundX Investment Group, LLC's 49 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | $1,688,000 | +13.3% | 13,700 | 0.0% | 0.57% | +3.2% | |
| ABBV | ABBVIE INC | $1,531,000 | -12.6% | 19,000 | 0.0% | 0.52% | -20.2% | |
| ABT | ABBOTT LABS | $1,519,000 | +10.6% | 19,000 | 0.0% | 0.52% | +1.0% | |
| CAT | CATERPILLAR INC DEL | $1,084,000 | +6.6% | 8,000 | 0.0% | 0.37% | -2.9% | |
| KO | COCA COLA CO | $1,059,000 | -1.0% | 22,600 | 0.0% | 0.36% | -9.8% | |
| AXP | AMERICAN EXPRESS CO | $984,000 | +14.7% | 9,000 | 0.0% | 0.33% | +4.7% | |
| BK | BANK NEW YORK MELLON CORP | $682,000 | +7.1% | 13,532 | 0.0% | 0.23% | -2.5% | |
| HD | HOME DEPOT INC | $639,000 | +11.7% | 3,330 | 0.0% | 0.22% | +1.9% | |
| JPM | JPMORGAN CHASE & CO | $488,000 | +3.8% | 4,817 | 0.0% | 0.17% | -5.1% | |
| GE | GENERAL ELECTRIC CO | $486,000 | +32.1% | 48,666 | 0.0% | 0.16% | +20.4% | |
| COST | COSTCO WHSL CORP NEW | $444,000 | +19.0% | 1,832 | 0.0% | 0.15% | +8.6% | |
| CYBR | CYBERARK SOFTWARE LTD | $417,000 | +61.0% | 3,500 | 0.0% | 0.14% | +47.9% | |
| JNJ | JOHNSON & JOHNSON | $335,000 | +8.1% | 2,400 | 0.0% | 0.11% | -0.9% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $282,000 | +24.2% | 2,000 | 0.0% | 0.10% | +12.9% | |
| ROP | ROPER TECHNOLOGIES INC | $274,000 | +28.6% | 800 | 0.0% | 0.09% | +17.7% | |
| MMM | 3M CO | $235,000 | +8.8% | 1,133 | 0.0% | 0.08% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-10
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.