$242 Million is the total value of FundX Investment Group, LLC's 43 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | $1,705,000 | +1.0% | 13,700 | 0.0% | 0.70% | +23.0% | |
| ABT | ABBOTT LABS | $1,598,000 | +5.2% | 19,000 | 0.0% | 0.66% | +28.1% | |
| ABBV | ABBVIE INC | $1,382,000 | -9.7% | 19,000 | 0.0% | 0.57% | +9.8% | |
| KO | COCA COLA CO | $1,151,000 | +8.7% | 22,600 | 0.0% | 0.48% | +32.6% | |
| AXP | AMERICAN EXPRESS CO | $1,111,000 | +12.9% | 9,000 | 0.0% | 0.46% | +37.4% | |
| CAT | CATERPILLAR INC DEL | $1,090,000 | +0.6% | 8,000 | 0.0% | 0.45% | +22.6% | |
| SUSA | ISHARES TRmsci usa esg slc | $995,000 | +3.1% | 8,162 | 0.0% | 0.41% | +25.3% | |
| XOM | EXXON MOBIL CORP | $723,000 | -5.2% | 9,440 | 0.0% | 0.30% | +15.4% | |
| HD | HOME DEPOT INC | $693,000 | +8.5% | 3,330 | 0.0% | 0.29% | +31.8% | |
| BK | BANK NEW YORK MELLON CORP | $597,000 | -12.5% | 13,532 | 0.0% | 0.25% | +6.9% | |
| JPM | JPMORGAN CHASE & CO | $539,000 | +10.5% | 4,817 | 0.0% | 0.22% | +34.3% | |
| GE | GENERAL ELECTRIC CO | $511,000 | +5.1% | 48,666 | 0.0% | 0.21% | +27.9% | |
| COST | COSTCO WHSL CORP NEW | $484,000 | +9.0% | 1,832 | 0.0% | 0.20% | +32.5% | |
| CYBR | CYBERARK SOFTWARE LTD | $447,000 | +7.2% | 3,500 | 0.0% | 0.18% | +30.3% | |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $299,000 | +1.4% | 4,694 | 0.0% | 0.12% | +24.0% | |
| ROP | ROPER TECHNOLOGIES INC | $293,000 | +6.9% | 800 | 0.0% | 0.12% | +30.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $276,000 | -2.1% | 2,000 | 0.0% | 0.11% | +18.8% | |
| AMP | AMERIPRISE FINL INC | $261,000 | +13.0% | 1,800 | 0.0% | 0.11% | +38.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-05
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.