$619 Million is the total value of CX Institutional's 788 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 17.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| URTH | Buy | iShares ETFs/USAetp | $18,559,000 | +11.8% | 202,213 | +10.9% | 3.00% | +13.9% |
| SDY | Buy | State Street ETF/USAetp | $17,658,000 | +4.3% | 172,101 | +2.6% | 2.85% | +6.2% |
| LVHD | Buy | Legg Mason ETF Investment Trusetp | $15,054,000 | +8.0% | 448,180 | +3.4% | 2.43% | +10.0% |
| IWR | Buy | iShares ETFs/USAetp | $13,526,000 | +7.3% | 241,757 | +7.1% | 2.19% | +9.2% |
| VV | Buy | Vanguard ETF/USAetp | $12,829,000 | +3.3% | 94,105 | +2.1% | 2.07% | +5.1% |
| IWM | Buy | iShares ETFs/USAetp | $9,454,000 | +13.5% | 62,467 | +16.6% | 1.53% | +15.6% |
| SPYV | Buy | State Street ETF/USAetp | $8,103,000 | +38.1% | 253,550 | +35.1% | 1.31% | +40.7% |
| SHY | Buy | iShares ETFs/USAetp | $7,475,000 | +56.7% | 88,130 | +56.6% | 1.21% | +59.6% |
| SPLG | Buy | State Street ETF/USAetp | $6,665,000 | +254.1% | 191,251 | +251.0% | 1.08% | +260.2% |
| USB | Buy | US BANCORP | $5,571,000 | +55.5% | 100,663 | +47.2% | 0.90% | +58.2% |
| SMMV | Buy | iShares ETFs/USAetp | $5,388,000 | +13.2% | 156,933 | +9.9% | 0.87% | +15.4% |
| PSX | New | PHILLIPS 66 | $4,556,000 | – | 44,490 | +100.0% | 0.74% | – |
| SPTM | Buy | State Street ETF/USAetp | $4,344,000 | +59.9% | 118,245 | +58.6% | 0.70% | +62.9% |
| AAPL | Buy | APPLE INC | $3,845,000 | +78.7% | 17,167 | +57.9% | 0.62% | +81.6% |
| CVS | Buy | CVS HEALTH CORP | $3,783,000 | +158.2% | 59,977 | +123.1% | 0.61% | +162.2% |
| CMCSA | Buy | COMCAST CORP-CLASS A | $3,684,000 | +136.6% | 81,718 | +121.9% | 0.60% | +140.9% |
| MTUM | Buy | iShares ETFs/USAetp | $3,364,000 | +24.1% | 28,206 | +23.4% | 0.54% | +26.5% |
| EWC | Buy | iShares ETFs/USAetp | $3,297,000 | +329600.0% | 114,069 | +570245.0% | 0.53% | – |
| IMTM | Buy | iShares ETFs/USAetp | $3,281,000 | +845.5% | 111,668 | +857.1% | 0.53% | +863.6% |
| AMGN | Buy | AMGEN INC | $3,156,000 | +36.2% | 16,310 | +29.7% | 0.51% | +38.6% |
| XLF | New | State Street ETF/USAetp | $2,972,000 | – | 106,138 | +100.0% | 0.48% | – |
| XLY | New | State Street ETF/USAetp | $2,920,000 | – | 24,191 | +100.0% | 0.47% | – |
| VOE | Buy | Vanguard ETF/USAetp | $2,891,000 | +15.7% | 25,582 | +14.0% | 0.47% | +17.9% |
| EWA | New | iShares ETFs/USAetp | $2,791,000 | – | 125,441 | +100.0% | 0.45% | – |
| EWQ | New | iShares ETFs/USAetp | $2,708,000 | – | 89,853 | +100.0% | 0.44% | – |
| XLE | Buy | State Street ETF/USAetp | $2,668,000 | -6.8% | 45,070 | +0.3% | 0.43% | -5.3% |
| V | Buy | VISA INC-CLASS A SHARES | $2,413,000 | +365.8% | 14,031 | +370.5% | 0.39% | +375.6% |
| STT | Buy | STATE STREET CORP | $2,395,000 | +511.0% | 40,468 | +478.3% | 0.39% | +524.2% |
| KR | New | KROGER CO | $2,276,000 | – | 88,288 | +100.0% | 0.37% | – |
| AIZ | Buy | ASSURANT INC | $2,214,000 | +110600.0% | 17,598 | +117220.0% | 0.36% | – |
| HFC | Buy | HOLLYFRONTIER CORP | $2,208,000 | +110300.0% | 41,158 | +114227.8% | 0.36% | – |
| ERUS | New | iShares ETFs/USAetp | $2,157,000 | – | 55,449 | +100.0% | 0.35% | – |
| TJX | New | TJX COMPANIES INC | $2,151,000 | – | 38,590 | +100.0% | 0.35% | – |
| INTC | Buy | INTEL CORP | $2,146,000 | +821.0% | 41,645 | +753.9% | 0.35% | +837.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,114,000 | +2057.1% | 35,029 | +1946.1% | 0.34% | +2037.5% |
| GIGB | Buy | Goldman Sachs ETF Trustetp | $2,103,000 | +4.1% | 40,134 | +2.1% | 0.34% | +5.9% |
| WHR | Buy | WHIRLPOOL CORP | $2,096,000 | +104700.0% | 13,233 | +120200.0% | 0.34% | – |
| INDA | New | iShares ETFs/USAetp | $2,090,000 | – | 62,268 | +100.0% | 0.34% | – |
| BK | Buy | BANK OF NEW YORK MELLON CORP | $2,065,000 | +1885.6% | 45,678 | +1830.6% | 0.33% | +1864.7% |
| COST | Buy | COSTCO WHOLESALE CORP | $2,069,000 | +9.5% | 7,182 | +0.5% | 0.33% | +11.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,942,000 | +24175.0% | 35,116 | +22702.6% | 0.31% | +31300.0% |
| DAL | Buy | DELTA AIR LINES INC | $1,929,000 | +772.9% | 33,486 | +758.2% | 0.31% | +791.4% |
| PCAR | Buy | PACCAR INC | $1,889,000 | +5624.2% | 26,988 | +5767.0% | 0.30% | +6000.0% |
| MS | Buy | MORGAN STANLEY | $1,874,000 | +4064.4% | 43,911 | +4175.7% | 0.30% | +4228.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,857,000 | +606.1% | 8,546 | +693.5% | 0.30% | +614.3% |
| EMN | Buy | EASTMAN CHEMICAL CO | $1,826,000 | +7204.0% | 24,732 | +7557.0% | 0.30% | +7275.0% |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $1,726,000 | +28666.7% | 15,935 | +31145.1% | 0.28% | +27800.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC-CL B | $1,680,000 | – | 8,078 | +100.0% | 0.27% | – |
| MGC | Buy | Vanguard ETF/USAetp | $1,642,000 | +5.8% | 15,926 | +3.9% | 0.26% | +7.7% |
| IUSG | Buy | iShares ETFs/USAetp | $1,625,000 | +1.5% | 25,849 | +1.2% | 0.26% | +3.5% |
| HRB | Buy | H&R BLOCK INC | $1,542,000 | +154100.0% | 65,293 | +233089.3% | 0.25% | – |
| SPMD | Buy | State Street ETF/USAetp | $1,387,000 | +12.2% | 40,919 | +12.8% | 0.22% | +14.3% |
| DGX | New | QUEST DIAGNOSTICS INC | $1,325,000 | – | 12,383 | +100.0% | 0.21% | – |
| NDAQ | Buy | NASDAQ INC | $1,275,000 | +4.1% | 12,829 | +0.7% | 0.21% | +6.2% |
| PG | Buy | PROCTER & GAMBLE CO/THE | $1,262,000 | +14.1% | 10,143 | +0.5% | 0.20% | +15.9% |
| VBR | Buy | Vanguard ETF/USAetp | $1,207,000 | +0.5% | 9,369 | +1.8% | 0.20% | +2.1% |
| ALK | Buy | ALASKA AIR GROUP INC | $1,193,000 | +3.6% | 18,379 | +2.0% | 0.19% | +5.5% |
| IYT | Buy | iShares ETFs/USAetp | $1,167,000 | +16571.4% | 6,269 | +16397.4% | 0.19% | +18800.0% |
| ZION | Buy | ZIONS BANCORP NA | $1,127,000 | 0.0% | 25,317 | +3.3% | 0.18% | +1.7% |
| VWO | Buy | Vanguard ETF/USAetp | $1,095,000 | -4.9% | 27,197 | +0.5% | 0.18% | -3.3% |
| VGT | Buy | Vanguard ETF/USAetp | $1,085,000 | +384.4% | 5,034 | +373.6% | 0.18% | +386.1% |
| CVX | New | CHEVRON CORP | $1,077,000 | – | 9,081 | +100.0% | 0.17% | – |
| SPIB | Buy | State Street ETF/USAetp | $1,040,000 | +2.8% | 29,480 | +1.8% | 0.17% | +4.3% |
| SPSM | Buy | State Street ETF/USAetp | $1,033,000 | +11.6% | 34,429 | +13.9% | 0.17% | +13.6% |
| CPRT | Buy | COPART INC | $1,008,000 | +8.0% | 12,550 | +0.5% | 0.16% | +10.1% |
| PFE | Buy | PFIZER INC | $939,000 | -16.7% | 26,135 | +0.5% | 0.15% | -15.1% |
| SPEM | Buy | State Street ETF/USAetp | $924,000 | +10.0% | 26,951 | +14.8% | 0.15% | +12.0% |
| EFG | Buy | iShares ETFs/USAetp | $905,000 | +11.7% | 11,235 | +12.0% | 0.15% | +13.2% |
| LEA | Buy | LEAR CORP | $786,000 | -13.8% | 6,669 | +1.9% | 0.13% | -12.4% |
| UTX | New | UNITED TECHNOLOGIES CORP | $768,000 | – | 5,627 | +100.0% | 0.12% | – |
| SNA | Buy | SNAP-ON INC | $758,000 | -5.4% | 4,839 | +0.1% | 0.12% | -3.1% |
| AOA | Buy | iShares ETFs/USAetp | $754,000 | +1.8% | 13,727 | +2.2% | 0.12% | +3.4% |
| FTLS | Buy | First Trust ETFs/USAetp | $701,000 | +5.3% | 17,108 | +3.4% | 0.11% | +6.6% |
| DYLS | Buy | WisdomTree ETFs/USAetp | $660,000 | +5.1% | 23,765 | +4.7% | 0.11% | +7.0% |
| BRKA | New | BERKSHIRE HATHAWAY INC-CL A | $624,000 | – | 2 | +100.0% | 0.10% | – |
| JPMF | Buy | JP Morgan ETFs/USAetp | $618,000 | +8.6% | 24,274 | +3.3% | 0.10% | +11.1% |
| AMZN | Buy | AMAZON.COM INC | $613,000 | +4.4% | 353 | +13.9% | 0.10% | +6.5% |
| WTMF | Buy | WisdomTree ETFs/USAetp | $609,000 | +4.8% | 16,006 | +4.0% | 0.10% | +6.5% |
| QAI | Buy | IndexIQ ETF Trustetp | $591,000 | +3.7% | 19,431 | +3.7% | 0.10% | +6.7% |
| JPHF | Buy | JP Morgan ETFs/USAetp | $593,000 | +6.1% | 23,766 | +3.9% | 0.10% | +7.9% |
| XRT | New | State Street ETF/USAetp | $578,000 | – | 13,622 | +100.0% | 0.09% | – |
| EFX | New | EQUIFAX INC | $569,000 | – | 4,042 | +100.0% | 0.09% | – |
| AGGY | Buy | WisdomTree ETFs/USAetp | $572,000 | +2.5% | 10,937 | +0.3% | 0.09% | +3.4% |
| MRK | Buy | MERCK & CO. INC. | $517,000 | +2.0% | 6,147 | +1.6% | 0.08% | +5.0% |
| PKI | Buy | PERKINELMER INC | $513,000 | -11.6% | 6,021 | +0.0% | 0.08% | -9.8% |
| SHW | Buy | SHERWIN-WILLIAMS CO/THE | $516,000 | +20.3% | 938 | +0.1% | 0.08% | +22.1% |
| GOOGL | Buy | ALPHABET INC-CL A | $510,000 | +77.7% | 418 | +57.7% | 0.08% | +78.3% |
| KBE | New | State Street ETF/USAetp | $473,000 | – | 10,961 | +100.0% | 0.08% | – |
| CIBR | Buy | First Trust ETFs/USAetp | $449,000 | -0.4% | 16,239 | +2.9% | 0.07% | +1.4% |
| FB | Buy | FACEBOOK INC-CLASS A | $436,000 | +1.4% | 2,450 | +10.1% | 0.07% | +2.9% |
| MA | Buy | MASTERCARD INC - A | $416,000 | +44.4% | 1,533 | +40.8% | 0.07% | +45.7% |
| AGN | Buy | ALLERGAN PLC | $395,000 | +2.1% | 2,350 | +1.6% | 0.06% | +4.9% |
| DOV | Buy | DOVER CORP | $392,000 | -0.5% | 3,938 | +0.1% | 0.06% | 0.0% |
| IAGG | Buy | iShares ETFs/USAetp | $377,000 | +13.6% | 6,754 | +10.8% | 0.06% | +15.1% |
| CVY | Buy | Invesco ETFs/USAetp | $365,000 | +4.3% | 16,382 | +3.5% | 0.06% | +5.4% |
| VEA | Buy | Vanguard ETF/USAetp | $365,000 | +0.6% | 8,880 | +1.9% | 0.06% | +1.7% |
| IYLD | Buy | iShares ETFs/USAetp | $358,000 | +2.9% | 14,352 | +3.7% | 0.06% | +5.5% |
| MDIV | Buy | First Trust ETFs/USAetp | $355,000 | +3.2% | 19,287 | +3.8% | 0.06% | +3.6% |
| VFC | Buy | VF CORP | $349,000 | +2.0% | 3,919 | +0.2% | 0.06% | +3.7% |
| AOM | Buy | iShares ETFs/USAetp | $344,000 | +21.6% | 8,766 | +21.0% | 0.06% | +24.4% |
| VNQ | Buy | Vanguard ETF/USAetp | $346,000 | +10.2% | 3,709 | +3.3% | 0.06% | +12.0% |
| INKM | Buy | State Street ETF/USAetp | $347,000 | +5.2% | 10,274 | +3.6% | 0.06% | +7.7% |
| IVLU | Buy | iShares ETFs/USAetp | $340,000 | +4.6% | 14,930 | +6.0% | 0.06% | +5.8% |
| FM | Buy | iShares ETFs/USAetp | $342,000 | -0.3% | 12,161 | +4.9% | 0.06% | +1.9% |
| MDLZ | Buy | MONDELEZ INTERNATIONAL INC-A | $332,000 | +2.8% | 5,996 | +0.2% | 0.05% | +5.9% |
| SCHH | Buy | Schwab ETFs/USAetp | $323,000 | +9.9% | 6,848 | +3.4% | 0.05% | +10.6% |
| GOOG | Buy | ALPHABET INC-CL C | $311,000 | +163.6% | 255 | +133.9% | 0.05% | +163.2% |
| CLX | New | CLOROX COMPANY | $303,000 | – | 1,997 | +100.0% | 0.05% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $295,000 | -0.7% | 2,494 | +3.6% | 0.05% | +2.1% |
| PGX | New | Invesco ETFs/USAetp | $261,000 | – | 17,403 | +100.0% | 0.04% | – |
| ORCL | Buy | ORACLE CORP | $260,000 | -3.0% | 4,730 | +0.7% | 0.04% | -2.3% |
| BA | Buy | BOEING CO/THE | $260,000 | +24.4% | 683 | +18.8% | 0.04% | +27.3% |
| SYK | Buy | STRYKER CORP | $253,000 | +5.9% | 1,168 | +0.6% | 0.04% | +7.9% |
| ADI | Buy | ANALOG DEVICES INC | $219,000 | +1.4% | 1,961 | +2.4% | 0.04% | +2.9% |
| XLRE | Buy | State Street ETF/USAetp | $219,000 | +10.6% | 5,570 | +3.6% | 0.04% | +12.9% |
| ICLN | Buy | iShares ETFs/USAetp | $207,000 | +12.5% | 19,007 | +9.6% | 0.03% | +13.8% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $207,000 | +1.5% | 1,256 | +0.6% | 0.03% | +3.1% |
| TIPX | New | State Street ETF/USAetp | $200,000 | – | 10,232 | +100.0% | 0.03% | – |
| PBW | Buy | Invesco ETFs/USAetp | $200,000 | +6.4% | 6,848 | +8.2% | 0.03% | +6.7% |
| REM | Buy | iShares ETFs/USAetp | $196,000 | +3.7% | 4,653 | +4.0% | 0.03% | +6.7% |
| IGF | Buy | iShares ETFs/USAetp | $195,000 | +10.8% | 4,201 | +10.3% | 0.03% | +14.3% |
| SBUX | New | STARBUCKS CORP | $181,000 | – | 2,043 | +100.0% | 0.03% | – |
| GL | New | GLOBE LIFE INC | $161,000 | – | 1,684 | +100.0% | 0.03% | – |
| K | Buy | KELLOGG CO | $160,000 | +20.3% | 2,488 | +0.3% | 0.03% | +23.8% |
| PAYX | New | PAYCHEX INC | $125,000 | – | 1,507 | +100.0% | 0.02% | – |
| VEEV | Buy | VEEVA SYSTEMS INC-CLASS A | $116,000 | -2.5% | 762 | +3.4% | 0.02% | 0.0% |
| BR | Buy | BROADRIDGE FINANCIAL SOLUTIO | $118,000 | +5.4% | 950 | +8.6% | 0.02% | +5.6% |
| ACN | Buy | ACCENTURE PLC-CL A | $118,000 | +8.3% | 615 | +4.4% | 0.02% | +11.8% |
| MAS | Buy | MASCO CORP | $112,000 | +7.7% | 2,680 | +1.3% | 0.02% | +5.9% |
| AEP | Buy | AMERICAN ELECTRIC POWER | $103,000 | +7.3% | 1,096 | +0.9% | 0.02% | +13.3% |
| DD | Buy | DUPONT DE NEMOURS INC | $96,000 | -3.0% | 1,340 | +2.1% | 0.02% | 0.0% |
| CSX | New | CSX CORP | $94,000 | – | 1,361 | +100.0% | 0.02% | – |
| NTRS | Buy | NORTHERN TRUST CORP | $93,000 | +3.3% | 1,001 | +0.5% | 0.02% | +7.1% |
| ZTS | Buy | ZOETIS INC | $90,000 | +12.5% | 720 | +2.1% | 0.02% | +15.4% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC-A | $93,000 | +6.9% | 226 | +2.3% | 0.02% | +7.1% |
| PGR | Buy | PROGRESSIVE CORP | $84,000 | +2.4% | 1,086 | +5.6% | 0.01% | +7.7% |
| BAX | New | BAXTER INTERNATIONAL INC | $86,000 | – | 984 | +100.0% | 0.01% | – |
| AFL | Buy | AFLAC INC | $86,000 | -3.4% | 1,636 | +1.0% | 0.01% | 0.0% |
| BAC | Buy | BANK OF AMERICA CORP | $83,000 | +20.3% | 2,850 | +19.2% | 0.01% | +18.2% |
| NUBD | Buy | Nuveen ETFs/USAetp | $73,000 | +2.8% | 2,837 | +1.4% | 0.01% | +9.1% |
| DUK | Buy | DUKE ENERGY CORP | $76,000 | +10.1% | 793 | +2.1% | 0.01% | +9.1% |
| RTN | Buy | RAYTHEON COMPANY | $72,000 | +16.1% | 365 | +1.7% | 0.01% | +20.0% |
| M | Buy | MACY'S INC | $65,000 | -27.8% | 4,202 | +0.2% | 0.01% | -21.4% |
| GLD | New | State Street ETF/USAetp | $65,000 | – | 469 | +100.0% | 0.01% | – |
| ALL | Buy | ALLSTATE CORP | $71,000 | +9.2% | 650 | +1.4% | 0.01% | +10.0% |
| NUDM | Buy | Nuveen ETFs/USAetp | $64,000 | +6.7% | 2,461 | +5.4% | 0.01% | 0.0% |
| EQIX | New | EQUINIX INCreit | $61,000 | – | 105 | +100.0% | 0.01% | – |
| KHC | Buy | KRAFT HEINZ CO/THE | $61,000 | +3.4% | 2,180 | +14.0% | 0.01% | +11.1% |
| NULV | Buy | Nuveen ETFs/USAetp | $55,000 | +7.8% | 1,757 | +5.1% | 0.01% | +12.5% |
| ADBE | Buy | ADOBE INC | $56,000 | +5.7% | 202 | +12.2% | 0.01% | +12.5% |
| AMT | Buy | AMERICAN TOWER CORPreit | $55,000 | +71.9% | 247 | +56.3% | 0.01% | +80.0% |
| NUMV | Buy | Nuveen ETFs/USAetp | $49,000 | +6.5% | 1,690 | +4.8% | 0.01% | +14.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $49,000 | +36.1% | 168 | +37.7% | 0.01% | +33.3% |
| ECL | Buy | ECOLAB INC | $49,000 | +22.5% | 248 | +22.8% | 0.01% | +33.3% |
| ETN | Buy | EATON CORP PLC | $52,000 | +2.0% | 622 | +1.6% | 0.01% | 0.0% |
| NULG | Buy | Nuveen ETFs/USAetp | $48,000 | +6.7% | 1,248 | +2.8% | 0.01% | +14.3% |
| PYPL | Buy | PAYPAL HOLDINGS INC | $42,000 | 0.0% | 407 | +11.2% | 0.01% | 0.0% |
| CCI | Buy | CROWN CASTLE INTL CORPreit | $44,000 | +41.9% | 317 | +34.3% | 0.01% | +40.0% |
| C | Buy | CITIGROUP INC | $43,000 | 0.0% | 623 | +2.6% | 0.01% | 0.0% |
| POOL | Buy | POOL CORP | $35,000 | +52.2% | 176 | +45.5% | 0.01% | +50.0% |
| NFLX | New | NETFLIX INC | $35,000 | – | 131 | +100.0% | 0.01% | – |
| NML | New | Neuberger Berman Funds/Closed-etp | $36,000 | – | 5,000 | +100.0% | 0.01% | – |
| CMS | Buy | CMS ENERGY CORP | $39,000 | +11.4% | 606 | +1.2% | 0.01% | 0.0% |
| NUSC | Buy | Nuveen ETFs/USAetp | $37,000 | +5.7% | 1,260 | +5.9% | 0.01% | 0.0% |
| EL | Buy | ESTEE LAUDER COMPANIES-CL A | $36,000 | +50.0% | 180 | +36.4% | 0.01% | +50.0% |
| NUEM | Buy | Nuveen ETFs/USAetp | $39,000 | 0.0% | 1,584 | +6.4% | 0.01% | 0.0% |
| DHR | Buy | DANAHER CORP | $36,000 | +9.1% | 248 | +6.0% | 0.01% | +20.0% |
| NUMG | Buy | Nuveen ETFs/USAetp | $32,000 | 0.0% | 971 | +3.6% | 0.01% | 0.0% |
| SUSB | Buy | iShares ETFs/USAetp | $30,000 | +3.4% | 1,163 | +1.4% | 0.01% | 0.0% |
| FDX | New | FEDEX CORP | $29,000 | – | 200 | +100.0% | 0.01% | – |
| FIS | Buy | FIDELITY NATIONAL INFO SERV | $28,000 | +47.4% | 209 | +34.8% | 0.01% | +66.7% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $32,000 | 0.0% | 90 | +3.4% | 0.01% | 0.0% |
| BDX | New | BECTON DICKINSON AND CO | $31,000 | – | 124 | +100.0% | 0.01% | – |
| CRM | Buy | SALESFORCE.COM INC | $34,000 | +6.2% | 229 | +8.5% | 0.01% | 0.0% |
| INTU | Buy | INTUIT INC | $31,000 | +6.9% | 117 | +4.5% | 0.01% | 0.0% |
| XEL | Buy | XCEL ENERGY INC | $28,000 | +16.7% | 430 | +5.9% | 0.01% | +25.0% |
| TIF | Buy | TIFFANY & CO | $28,000 | 0.0% | 301 | +1.0% | 0.01% | +25.0% |
| ESS | Buy | ESSEX PROPERTY TRUST INCreit | $27,000 | +125.0% | 84 | +100.0% | 0.00% | +100.0% |
| HLT | Buy | HILTON WORLDWIDE HOLDINGS IN | $27,000 | +42.1% | 295 | +50.5% | 0.00% | +33.3% |
| LOW | Buy | LOWE'S COS INC | $27,000 | +12.5% | 241 | +1.7% | 0.00% | 0.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $22,000 | +10.0% | 105 | +8.2% | 0.00% | +33.3% |
| CELG | Buy | CELGENE CORP | $26,000 | +13.0% | 266 | +6.8% | 0.00% | 0.0% |
| AVB | Buy | AVALONBAY COMMUNITIES INCreit | $25,000 | +92.3% | 115 | +85.5% | 0.00% | +100.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $24,000 | +100.0% | 29 | +81.2% | 0.00% | +100.0% |
| EVRG | Buy | EVERGY INC | $26,000 | +13.0% | 389 | +1.3% | 0.00% | 0.0% |
| PNW | Buy | PINNACLE WEST CAPITAL | $27,000 | +3.8% | 282 | +1.1% | 0.00% | 0.0% |
| SO | Buy | SOUTHERN CO/THE | $27,000 | +17.4% | 444 | +5.2% | 0.00% | 0.0% |
| SOXX | New | iShares ETFs/USAetp | $25,000 | – | 118 | +100.0% | 0.00% | – |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $22,000 | +69.2% | 239 | +53.2% | 0.00% | +100.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $22,000 | +46.7% | 128 | +40.7% | 0.00% | +100.0% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES IN | $21,000 | +133.3% | 213 | +110.9% | 0.00% | +200.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $16,000 | +14.3% | 171 | +6.9% | 0.00% | +50.0% |
| TRV | Buy | TRAVELERS COS INC/THE | $17,000 | +6.2% | 115 | +4.5% | 0.00% | 0.0% |
| SPGI | Buy | S&P GLOBAL INC | $17,000 | +13.3% | 69 | +7.8% | 0.00% | +50.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORPreit | $21,000 | +90.9% | 87 | +85.1% | 0.00% | +50.0% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $21,000 | – | 101 | +100.0% | 0.00% | – |
| CTAS | Buy | CINTAS CORP | $17,000 | +112.5% | 62 | +87.9% | 0.00% | +200.0% |
| L100PS | Buy | ARCONIC INC | $17,000 | +41.7% | 645 | +42.7% | 0.00% | +50.0% |
| SNPS | Buy | SYNOPSYS INC | $17,000 | +70.0% | 124 | +65.3% | 0.00% | +50.0% |
| MKC | Buy | MCCORMICK & CO-NON VTG SHRS | $16,000 | +77.8% | 101 | +83.6% | 0.00% | +200.0% |
| INVH | Buy | INVITATION HOMES INCreit | $16,000 | +128.6% | 548 | +116.6% | 0.00% | +200.0% |
| XHB | New | State Street ETF/USAetp | $21,000 | – | 479 | +100.0% | 0.00% | – |
| KTB | New | KONTOOR BRANDS INC | $19,000 | – | 555 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $17,000 | – | 198 | +100.0% | 0.00% | – |
| MTD | Buy | METTLER-TOLEDO INTERNATIONAL | $18,000 | 0.0% | 26 | +18.2% | 0.00% | 0.0% |
| CPT | Buy | CAMDEN PROPERTY TRUSTreit | $17,000 | +142.9% | 154 | +126.5% | 0.00% | +200.0% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $20,000 | -4.8% | 111 | +4.7% | 0.00% | 0.0% |
| Buy | ASML HOLDING NV-NY REG SHS | $21,000 | +40.0% | 83 | +18.6% | 0.00% | +50.0% | |
| ALC | New | ALCON INC | $16,000 | – | 280 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $21,000 | – | 519 | +100.0% | 0.00% | – |
| RMD | Buy | RESMED INC | $21,000 | +40.0% | 157 | +31.9% | 0.00% | +50.0% |
| EQR | Buy | EQUITY RESIDENTIALreit | $10,000 | +25.0% | 112 | +7.7% | 0.00% | +100.0% |
| GPN | Buy | GLOBAL PAYMENTS INC | $13,000 | +116.7% | 81 | +107.7% | 0.00% | +100.0% |
| AMAT | Buy | APPLIED MATERIALS INC | $14,000 | +16.7% | 285 | +8.4% | 0.00% | 0.0% |
| APH | Buy | AMPHENOL CORP-CL A | $13,000 | +8.3% | 133 | +5.6% | 0.00% | 0.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $14,000 | +16.7% | 88 | +3.5% | 0.00% | 0.0% |
| AIG | Buy | AMERICAN INTERNATIONAL GROUP | $14,000 | +16.7% | 251 | +7.3% | 0.00% | 0.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $11,000 | +37.5% | 50 | +8.7% | 0.00% | +100.0% |
| KMI | Buy | KINDER MORGAN INC | $14,000 | +7.7% | 666 | +7.9% | 0.00% | 0.0% |
| WELL | Buy | WELLTOWER INCreit | $10,000 | +11.1% | 114 | +7.5% | 0.00% | +100.0% |
| YUM | Buy | YUM! BRANDS INC | $10,000 | +11.1% | 92 | +8.2% | 0.00% | +100.0% |
| STE | Buy | STERIS PLC | $14,000 | +55.6% | 98 | +66.1% | 0.00% | +100.0% |
| EBAY | Buy | EBAY INC | $11,000 | +10.0% | 274 | +7.5% | 0.00% | 0.0% |
| EOG | Buy | EOG RESOURCES INC | $11,000 | +57.1% | 150 | +105.5% | 0.00% | +100.0% |
| MAR | Buy | MARRIOTT INTERNATIONAL -CL A | $10,000 | -9.1% | 84 | +9.1% | 0.00% | 0.0% |
| MNST | Buy | MONSTER BEVERAGE CORP | $13,000 | -7.1% | 232 | +5.0% | 0.00% | 0.0% |
| MCO | Buy | MOODY'S CORP | $11,000 | +22.2% | 52 | +8.3% | 0.00% | +100.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $15,000 | +15.4% | 27 | +12.5% | 0.00% | 0.0% |
| DE | Buy | DEERE & CO | $13,000 | +8.3% | 78 | +9.9% | 0.00% | 0.0% |
| CONE | Buy | CYRUSONE INCreit | $12,000 | +50.0% | 149 | +11.2% | 0.00% | +100.0% |
| FISV | Buy | FISERV INC | $12,000 | +20.0% | 116 | +8.4% | 0.00% | 0.0% |
| COO | Buy | COOPER COS INC/THE | $10,000 | +100.0% | 35 | +118.8% | 0.00% | +100.0% |
| FRME | Buy | FIRST MERCHANTS CORP | $10,000 | 0.0% | 278 | +0.7% | 0.00% | 0.0% |
| HDB | Buy | HDFC BANK LTD-ADR | $11,000 | +10.0% | 188 | +135.0% | 0.00% | 0.0% |
| REXR | Buy | REXFORD INDUSTRIAL REALTY INreit | $11,000 | +120.0% | 243 | +91.3% | 0.00% | +100.0% |
| HSY | Buy | HERSHEY CO/THE | $11,000 | +37.5% | 69 | +19.0% | 0.00% | +100.0% |
| SPTI | Buy | State Street ETF/USAetp | $11,000 | -26.7% | 350 | +41.1% | 0.00% | 0.0% |
| COF | Buy | CAPITAL ONE FINANCIAL CORP | $12,000 | 0.0% | 137 | +7.0% | 0.00% | 0.0% |
| CP | Buy | CANADIAN PACIFIC RAILWAY LTD | $13,000 | +8.3% | 57 | +11.8% | 0.00% | 0.0% |
| SCHW | Buy | SCHWAB (CHARLES) CORP | $13,000 | +116.7% | 320 | +131.9% | 0.00% | +100.0% |
| SRE | Buy | SEMPRA ENERGY | $12,000 | +20.0% | 79 | +8.2% | 0.00% | 0.0% |
| SPG | Buy | SIMON PROPERTY GROUP INCreit | $12,000 | 0.0% | 79 | +8.2% | 0.00% | 0.0% |
| EXC | Buy | EXELON CORP | $14,000 | +7.7% | 292 | +9.4% | 0.00% | 0.0% |
| SYY | Buy | SYSCO CORP | $14,000 | +40.0% | 171 | +17.1% | 0.00% | 0.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR-SP ADR | $12,000 | +33.3% | 263 | +9.6% | 0.00% | +100.0% |
| MPWR | Buy | MONOLITHIC POWER SYSTEMS INC | $6,000 | +200.0% | 40 | +207.7% | 0.00% | – |
| LH | Buy | LABORATORY CRP OF AMER HLDGS | $5,000 | +25.0% | 28 | +12.0% | 0.00% | 0.0% |
| NMIH | Buy | NMI HOLDINGS INC-CLASS A | $5,000 | +150.0% | 199 | +172.6% | 0.00% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $7,000 | +40.0% | 134 | +15.5% | 0.00% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES | $9,000 | 0.0% | 304 | +7.4% | 0.00% | 0.0% |
| IQV | Buy | IQVIA HOLDINGS INC | $8,000 | 0.0% | 55 | +5.8% | 0.00% | 0.0% |
| ETR | Buy | ENTERGY CORP | $8,000 | +33.3% | 64 | +18.5% | 0.00% | 0.0% |
| HES | Buy | HESS CORP | $6,000 | 0.0% | 101 | +16.1% | 0.00% | 0.0% |
| DFS | Buy | DISCOVER FINANCIAL SERVICES | $8,000 | +14.3% | 97 | +6.6% | 0.00% | 0.0% |
| NI | Buy | NISOURCE INC | $4,000 | 0.0% | 130 | +5.7% | 0.00% | 0.0% |
| IDXX | New | IDEXX LABORATORIES INC | $6,000 | – | 21 | +100.0% | 0.00% | – |
| A | Buy | AGILENT TECHNOLOGIES INC | $7,000 | 0.0% | 97 | +9.0% | 0.00% | 0.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $7,000 | +40.0% | 54 | +20.0% | 0.00% | 0.0% |
| XRX | New | XEROX HOLDINGS CORP | $4,000 | – | 145 | +100.0% | 0.00% | – |
| FLT | Buy | FLEETCOR TECHNOLOGIES INC | $6,000 | +20.0% | 21 | +10.5% | 0.00% | 0.0% |
| XLNX | New | XILINX INC | $4,000 | – | 38 | +100.0% | 0.00% | – |
| EIX | New | EDISON INTERNATIONAL | $8,000 | – | 102 | +100.0% | 0.00% | – |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQUITreit | $5,000 | +25.0% | 31 | +10.7% | 0.00% | 0.0% |
| ES | Buy | EVERSOURCE ENERGY | $8,000 | +14.3% | 96 | +7.9% | 0.00% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $4,000 | +33.3% | 66 | +8.2% | 0.00% | – |
| EPAM | Buy | EPAM SYSTEMS INC | $4,000 | +300.0% | 21 | +250.0% | 0.00% | – |
| WMB | Buy | WILLIAMS COS INC | $9,000 | 0.0% | 369 | +10.1% | 0.00% | 0.0% |
| AEE | Buy | AMEREN CORPORATION | $6,000 | +20.0% | 71 | +7.6% | 0.00% | 0.0% |
| WEX | New | WEX INC | $7,000 | – | 36 | +100.0% | 0.00% | – |
| UDR | Buy | UDR INCreit | $4,000 | +33.3% | 82 | +7.9% | 0.00% | – |
| PPL | Buy | PPL CORP | $8,000 | +14.3% | 252 | +13.5% | 0.00% | 0.0% |
| PRAH | Buy | PRA HEALTH SCIENCES INC | $7,000 | +250.0% | 68 | +300.0% | 0.00% | – |
| FE | Buy | FIRSTENERGY CORP | $8,000 | +33.3% | 157 | +8.3% | 0.00% | 0.0% |
| DHI | Buy | DR HORTON INC | $6,000 | +20.0% | 113 | +7.6% | 0.00% | 0.0% |
| SYF | Buy | SYNCHRONY FINANCIAL | $7,000 | 0.0% | 217 | +8.0% | 0.00% | 0.0% |
| PH | Buy | PARKER HANNIFIN CORP | $7,000 | +40.0% | 36 | +28.6% | 0.00% | 0.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $8,000 | +300.0% | 38 | +245.5% | 0.00% | – |
| WDC | Buy | WESTERN DIGITAL CORP | $4,000 | +100.0% | 62 | +47.6% | 0.00% | – |
| CBOE | Buy | CBOE GLOBAL MARKETS INC | $4,000 | +33.3% | 32 | +10.3% | 0.00% | – |
| CTVA | New | CORTEVA INC | $4,000 | – | 143 | +100.0% | 0.00% | – |
| GLW | Buy | CORNING INC | $7,000 | 0.0% | 240 | +8.1% | 0.00% | 0.0% |
| KEY | Buy | KEYCORP | $5,000 | 0.0% | 276 | +7.8% | 0.00% | 0.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $5,000 | +25.0% | 37 | +12.1% | 0.00% | 0.0% |
| HPQ | Buy | HP INC | $6,000 | 0.0% | 337 | +12.7% | 0.00% | 0.0% |
| VMC | Buy | VULCAN MATERIALS CO | $6,000 | +20.0% | 37 | +5.7% | 0.00% | 0.0% |
| SJM | Buy | JM SMUCKER CO/THE | $4,000 | 0.0% | 34 | +9.7% | 0.00% | 0.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $9,000 | +12.5% | 93 | +6.9% | 0.00% | 0.0% |
| CXO | Buy | CONCHO RESOURCES INC | $4,000 | +100.0% | 52 | +116.7% | 0.00% | – |
| CAG | Buy | CONAGRA BRANDS INC | $4,000 | +33.3% | 116 | +9.4% | 0.00% | – |
| TWTR | Buy | TWITTER INC | $9,000 | +28.6% | 226 | +8.1% | 0.00% | 0.0% |
| VNO | Buy | VORNADO REALTY TRUSTreit | $4,000 | +33.3% | 56 | +9.8% | 0.00% | – |
| PEG | Buy | PUBLIC SERVICE ENTERPRISE GP | $9,000 | +12.5% | 152 | +8.6% | 0.00% | 0.0% |
| TDG | Buy | TRANSDIGM GROUP INC | $7,000 | +16.7% | 14 | +7.7% | 0.00% | 0.0% |
| EA | Buy | ELECTRONIC ARTS INC | $8,000 | +14.3% | 80 | +11.1% | 0.00% | 0.0% |
| CMA | Buy | COMERICA INC | $4,000 | +33.3% | 54 | +35.0% | 0.00% | – |
| TTWO | Buy | TAKE-TWO INTERACTIVE SOFTWRE | $5,000 | +25.0% | 39 | +2.6% | 0.00% | 0.0% |
| HCP | Buy | HCP INCreit | $5,000 | +25.0% | 142 | +7.6% | 0.00% | 0.0% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $8,000 | – | 49 | +100.0% | 0.00% | – |
| RSG | Buy | REPUBLIC SERVICES INC | $8,000 | 0.0% | 94 | +6.8% | 0.00% | 0.0% |
| SPLK | Buy | SPLUNK INC | $5,000 | +25.0% | 44 | +57.1% | 0.00% | 0.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $6,000 | +20.0% | 40 | +11.1% | 0.00% | 0.0% |
| VRSN | Buy | VERISIGN INC | $6,000 | 0.0% | 30 | +7.1% | 0.00% | 0.0% |
| ANSS | Buy | ANSYS INC | $4,000 | 0.0% | 20 | +5.3% | 0.00% | 0.0% |
| BURL | Buy | BURLINGTON STORES INC | $6,000 | +500.0% | 29 | +262.5% | 0.00% | – |
| BFB | New | BROWN-FORMAN CORP-CLASS B | $9,000 | – | 142 | +100.0% | 0.00% | – |
| ADM | Buy | ARCHER-DANIELS-MIDLAND CO | $4,000 | +33.3% | 94 | +16.0% | 0.00% | – |
| CTXS | Buy | CITRIX SYSTEMS INC | $4,000 | +33.3% | 37 | +27.6% | 0.00% | – |
| VTR | Buy | VENTAS INCreit | $8,000 | +14.3% | 103 | +6.2% | 0.00% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE | $5,000 | +25.0% | 356 | +35.4% | 0.00% | 0.0% |
| VAR | Buy | VARIAN MEDICAL SYSTEMS INC | $6,000 | 0.0% | 47 | +6.8% | 0.00% | 0.0% |
| HUM | Buy | HUMANA INC | $8,000 | 0.0% | 31 | +6.9% | 0.00% | 0.0% |
| CHD | Buy | CHURCH & DWIGHT CO INC | $6,000 | 0.0% | 83 | +1.2% | 0.00% | 0.0% |
| CERN | Buy | CERNER CORP | $6,000 | 0.0% | 94 | +8.0% | 0.00% | 0.0% |
| ADSK | Buy | AUTODESK INC | $9,000 | -10.0% | 64 | +8.5% | 0.00% | -50.0% |
| CNP | Buy | CENTERPOINT ENERGY INC | $4,000 | 0.0% | 148 | +8.8% | 0.00% | 0.0% |
| J | Buy | JACOBS ENGINEERING GROUP INC | $4,000 | +33.3% | 41 | +5.1% | 0.00% | – |
| CASY | Buy | CASEY'S GENERAL STORES INC | $9,000 | +200.0% | 55 | +189.5% | 0.00% | – |
| SUI | Buy | SUN COMMUNITIES INCreit | $4,000 | +100.0% | 29 | +93.3% | 0.00% | – |
| CPB | Buy | CAMPBELL SOUP CO | $4,000 | +33.3% | 85 | +9.0% | 0.00% | – |
| BKR | Buy | BAKER HUGHES A GE CO | $7,000 | +16.7% | 321 | +27.9% | 0.00% | 0.0% |
| UHS | Buy | UNIVERSAL HEALTH SERVICES-B | $4,000 | +33.3% | 27 | +8.0% | 0.00% | – |
| BLL | Buy | BALL CORP | $7,000 | +16.7% | 96 | +7.9% | 0.00% | 0.0% |
| CDNS | Buy | CADENCE DESIGN SYS INC | $5,000 | 0.0% | 83 | +7.8% | 0.00% | 0.0% |
| GRMN | Buy | GARMIN LTD | $5,000 | +25.0% | 54 | +8.0% | 0.00% | 0.0% |
| EGRX | New | EAGLE PHARMACEUTICALS INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| LEN | Buy | LENNAR CORP-A | $5,000 | +25.0% | 96 | +9.1% | 0.00% | 0.0% |
| IFF | Buy | INTL FLAVORS & FRAGRANCES | $4,000 | 0.0% | 29 | +11.5% | 0.00% | 0.0% |
| PRGO | Buy | PERRIGO CO PLC | $9,000 | +50.0% | 154 | +18.5% | 0.00% | 0.0% |
| FLEX | New | FLEX LTD | $9,000 | – | 867 | +100.0% | 0.00% | – |
| WLTW | Buy | WILLIS TOWERS WATSON PLC | $7,000 | +16.7% | 34 | +6.2% | 0.00% | 0.0% |
| LNC | Buy | LINCOLN NATIONAL CORP | $4,000 | 0.0% | 60 | +7.1% | 0.00% | 0.0% |
| L | Buy | LOEWS CORP | $5,000 | 0.0% | 93 | +8.1% | 0.00% | 0.0% |
| STX | New | SEAGATE TECHNOLOGY | $9,000 | – | 175 | +100.0% | 0.00% | – |
| AJG | Buy | ARTHUR J GALLAGHER & CO | $5,000 | +25.0% | 52 | +6.1% | 0.00% | 0.0% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $4,000 | 0.0% | 148 | +10.4% | 0.00% | 0.0% |
| FOX | New | FOX CORP - CLASS B | $5,000 | – | 171 | +100.0% | 0.00% | – |
| HIG | Buy | HARTFORD FINANCIAL SVCS GRP | $6,000 | 0.0% | 107 | +8.1% | 0.00% | 0.0% |
| APTV | Buy | APTIV PLC | $4,000 | +33.3% | 49 | +16.7% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $9,000 | – | 37 | +100.0% | 0.00% | – |
| FOXA | Buy | FOX CORP - CLASS A | $5,000 | -16.7% | 171 | +9.6% | 0.00% | 0.0% |
| EXR | Buy | EXTRA SPACE STORAGE INCreit | $4,000 | 0.0% | 36 | +9.1% | 0.00% | 0.0% |
| MLM | Buy | MARTIN MARIETTA MATERIALS | $5,000 | +66.7% | 17 | +13.3% | 0.00% | – |
| HRL | Buy | HORMEL FOODS CORP | $7,000 | +16.7% | 155 | +7.6% | 0.00% | 0.0% |
| IVZ | Buy | INVESCO LTD | $4,000 | 0.0% | 209 | +5.6% | 0.00% | 0.0% |
| G | Buy | GENPACT LTD | $6,000 | +500.0% | 144 | +278.9% | 0.00% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $6,000 | +20.0% | 63 | +12.5% | 0.00% | 0.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $5,000 | +150.0% | 119 | +176.7% | 0.00% | – |
| MAA | Buy | MID-AMERICA APARTMENT COMMreit | $4,000 | 0.0% | 33 | +10.0% | 0.00% | 0.0% |
| TAP | Buy | MOLSON COORS BREWING CO -B | $6,000 | +50.0% | 106 | +47.2% | 0.00% | 0.0% |
| UAL | Buy | UNITED CONTINENTAL HOLDINGS | $5,000 | +25.0% | 55 | +10.0% | 0.00% | 0.0% |
| JBHT | Buy | HUNT (JB) TRANSPRT SVCS INC | $3,000 | +50.0% | 25 | +38.9% | 0.00% | – |
| IAA | New | IAA INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
| IPGP | Buy | IPG PHOTONICS CORP | $1,000 | 0.0% | 9 | +12.5% | 0.00% | – |
| IEX | New | IDEX CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
| HOG | Buy | HARLEY-DAVIDSON INC | $1,000 | 0.0% | 36 | +28.6% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INC | $1,000 | – | 123 | +100.0% | 0.00% | – |
| FBHS | Buy | FORTUNE BRANDS HOME & SECURI | $3,000 | 0.0% | 49 | +8.9% | 0.00% | – |
| FFIV | Buy | F5 NETWORKS INC | $2,000 | 0.0% | 14 | +7.7% | 0.00% | – |
| FRT | Buy | FEDERAL REALTY INVS TRUSTreit | $3,000 | 0.0% | 22 | +10.0% | 0.00% | – |
| FMC | Buy | FMC CORP | $2,000 | 0.0% | 27 | +12.5% | 0.00% | – |
| JEF | Buy | JEFFERIES FINANCIAL GROUP IN | $1,000 | 0.0% | 54 | +25.6% | 0.00% | – |
| JNPR | Buy | JUNIPER NETWORKS INC | $3,000 | 0.0% | 109 | +7.9% | 0.00% | – |
| KSU | Buy | KANSAS CITY SOUTHERN | $3,000 | 0.0% | 25 | +4.2% | 0.00% | – |
| KIM | Buy | KIMCO REALTY CORPreit | $3,000 | +50.0% | 130 | +7.4% | 0.00% | – |
| LB | Buy | L BRANDS INC | $2,000 | 0.0% | 81 | +8.0% | 0.00% | – |
| LKQ | Buy | LKQ CORP | $3,000 | +200.0% | 85 | +123.7% | 0.00% | – |
| ETFC | Buy | E TRADE FINANCIAL CORP | $3,000 | +50.0% | 71 | +61.4% | 0.00% | – |
| New | AMDOCS LTD | $3,000 | – | 40 | +100.0% | 0.00% | – | |
| DRE | Buy | DUKE REALTY CORPreit | $3,000 | 0.0% | 101 | +8.6% | 0.00% | – |
| NRG | Buy | NRG ENERGY INC | $3,000 | 0.0% | 84 | +7.7% | 0.00% | – |
| NOV | Buy | NATIONAL OILWELL VARCO INC | $3,000 | 0.0% | 153 | +7.0% | 0.00% | – |
| NKTR | Buy | NEKTAR THERAPEUTICS | $2,000 | +100.0% | 87 | +222.2% | 0.00% | – |
| NTAP | Buy | NETAPP INC | $3,000 | 0.0% | 60 | +36.4% | 0.00% | – |
| NWL | Buy | NEWELL BRANDS INC | $2,000 | +100.0% | 84 | +16.7% | 0.00% | – |
| NWSA | Buy | NEWS CORP - CLASS A | $2,000 | 0.0% | 174 | +7.4% | 0.00% | – |
| NWS | Buy | NEWS CORP - CLASS B | $2,000 | 0.0% | 149 | +9.6% | 0.00% | – |
| NBL | Buy | NOBLE ENERGY INC | $3,000 | +200.0% | 140 | +259.0% | 0.00% | – |
| DVN | Buy | DEVON ENERGY CORP | $1,000 | 0.0% | 59 | +59.5% | 0.00% | – |
| DVA | Buy | DAVITA INC | $2,000 | +100.0% | 42 | +133.3% | 0.00% | – |
| PVH | Buy | PVH CORP | $2,000 | +100.0% | 20 | +66.7% | 0.00% | – |
| PBCT | Buy | PEOPLE'S UNITED FINANCIAL | $2,000 | +100.0% | 129 | +51.8% | 0.00% | – |
| COTY | Buy | COTY INC-CL A | $3,000 | 0.0% | 253 | +6.8% | 0.00% | – |
| QRVO | New | QORVO INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| XEC | Buy | CIMAREX ENERGY CO | $2,000 | +100.0% | 32 | +100.0% | 0.00% | – |
| COG | Buy | CABOT OIL & GAS CORP | $2,000 | +100.0% | 87 | +102.3% | 0.00% | – |
| CF | Buy | CF INDUSTRIES HOLDINGS INC | $3,000 | +50.0% | 58 | +11.5% | 0.00% | – |
| AOS | Buy | SMITH (A.O.) CORP | $2,000 | 0.0% | 48 | +2.1% | 0.00% | – |
| BWA | Buy | BORGWARNER INC | $2,000 | +100.0% | 43 | +65.4% | 0.00% | – |
| TFX | New | TELEFLEX INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INC-CLASS A | $3,000 | 0.0% | 135 | +6.3% | 0.00% | – |
| AIV | Buy | APARTMENT INVT & MGMT CO -Areit | $2,000 | 0.0% | 43 | +10.3% | 0.00% | – |
| APA | Buy | APACHE CORP | $3,000 | +50.0% | 107 | +37.2% | 0.00% | – |
| AAL | Buy | AMERICAN AIRLINES GROUP INC | $2,000 | +100.0% | 79 | +97.5% | 0.00% | – |
| WU | Buy | WESTERN UNION CO | $3,000 | +50.0% | 123 | +7.9% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $3,000 | – | 31 | +100.0% | 0.00% | – |
| ALLE | Buy | ALLEGION PLC | $2,000 | 0.0% | 24 | +9.1% | 0.00% | – |
| CPRI | Buy | CAPRI HOLDINGS LTD | $1,000 | 0.0% | 44 | +33.3% | 0.00% | – |
| ABMD | New | ABIOMED INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NLSN | Buy | NIELSEN HOLDINGS PLC | $2,000 | +100.0% | 103 | +80.7% | 0.00% | – |
| NCLH | Buy | NORWEGIAN CRUISE LINE HOLDIN | $3,000 | +50.0% | 66 | +112.9% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $1,000 | 0.0% | 32 | +18.5% | 0.00% | – |
| FTI | Buy | TECHNIPFMC PLC | $3,000 | 0.0% | 107 | +10.3% | 0.00% | – |
| MYL | Buy | MYLAN NV | $3,000 | +50.0% | 129 | +13.2% | 0.00% | – |
| HOLX | New | HOLOGIC INC | $3,000 | – | 69 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 25 | Q2 2024 | 4.4% |
| VANGUARD MID CAP ETF | 25 | Q2 2024 | 3.9% |
| Vanguard Large-Cap Index Fund ETF | 25 | Q2 2024 | 4.5% |
| State Street ETF/USA | 25 | Q2 2024 | 3.9% |
| VANGUARD SMALL CP ETF | 25 | Q2 2024 | 1.9% |
| State Street ETF/USA | 25 | Q2 2024 | 3.7% |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | 25 | Q2 2024 | 3.5% |
| ISHARES TRUST NATIONAL MUN ETF | 25 | Q2 2024 | 2.7% |
| State Street ETF/USA | 25 | Q2 2024 | 1.9% |
| ISHARES TRUST 1 3 YR TREAS BD ETF | 25 | Q2 2024 | 2.5% |
View CX Institutional's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-01 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
View CX Institutional'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.