$1.29 Million is the total value of FDx Advisors, Inc.'s 667 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXTA | AXALTA COATING SYS LTD COM | $356 | +26.2% | 10,471 | 0.0% | 0.03% | +21.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CUR HD EURZN ETF | 45 | Q2 2024 | 4.4% |
| MBB | 45 | Q2 2024 | 5.7% |
| MSFT | 45 | Q2 2024 | 5.2% |
| IWD | 45 | Q2 2024 | 4.3% |
| VISHAY INTERTECHNOLOGY INC COM | 45 | Q2 2024 | 2.8% |
| Common Stock | 45 | Q2 2024 | 4.8% |
| ISHARES TR MSCI EAFE MIN VL | 45 | Q2 2024 | 3.9% |
| SALLY BEAUTY HLDGS INC COM | 45 | Q2 2024 | 2.3% |
| UNITI GROUP INC COM | 45 | Q2 2024 | 2.1% |
| Common Stock | 45 | Q2 2024 | 1.4% |
View FDx Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-22 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
View FDx Advisors, Inc.'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.