Cx Institutional Top Holdings and 13F Report (2025) About Cx InstitutionalInvestment ActivityCx Institutional has $3.29 million in total holdings as of September 30, 2025.Cx Institutional owns shares of 1,375 different stocks, but just 124 companies or ETFs make up 80% of its holdings.Approximately 20.32% of the portfolio was purchased this quarter.About 12.20% of the portfolio was sold this quarter.This quarter, Cx Institutional has purchased 1,213 new stocks and bought additional shares in 613 stocks.Cx Institutional sold shares of 342 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $143,712iShares Core MSCI EAFE ETF $94,148SPDR Portfolio Intermediate Term Treasury ETF $77,655Vanguard Total International Bond ETF $65,063iShares S&P 500 Value ETF $64,631 Largest New Holdings this Quarter 46090A697 - Invesco ETFs/USA $53,010 Holding458665304 - Interface $9,696 HoldingL6388F110 - Millicom International Cellular $8,527 Holding40416E103 - HCI Group $7,991 Holding128030202 - Cal-Maine Foods $6,488 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 897,305 shares (about $78.34K)SPDR Portfolio Intermediate Term Treasury ETF 2,667,815 shares (about $77.10K)Invesco ETFs/USA 1,037,980 shares (about $53.01K)Vanguard Tax-Exempt Bond ETF 256,424 shares (about $12.84K)iShares Core U.S. Aggregate Bond ETF 105,924 shares (about $10.62K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 785,662 shares (about $72.10K)iShares Core 80/20 Aggressive Allocation ETF 382,937 shares (about $33.75K)SPDR Nuveen ICE Short Term Municipal Bond ETF 652,852 shares (about $31.48K)Vanguard Mega Cap Growth ETF 44,629 shares (about $17.96K)iShares Core S&P U.S. Growth ETF 102,903 shares (about $16.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCx Institutional Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$143,712$11,949 ▼-7.7%1,427,1334.4%ETFIEFAiShares Core MSCI EAFE ETF$94,148$78,344 ▲495.7%1,078,3192.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$77,655$77,100 ▲13,889.8%2,687,0222.4%ETFBNDXVanguard Total International Bond ETF$65,063$7,516 ▲13.1%1,315,4762.0%ETFIVEiShares S&P 500 Value ETF$64,631$3,222 ▼-4.7%312,9682.0%ETFVOVanguard Mid-Cap ETF$63,582$5,299 ▲9.1%216,4581.9%ETFAAPLApple$62,440$9,420 ▲17.8%245,2171.9%Computer and TechnologyIVViShares Core S&P 500 ETF$61,361$302 ▲0.5%91,6791.9%ETFMGKVanguard Mega Cap Growth ETF$60,661$17,960 ▼-22.8%150,7401.8%ETFVBVanguard Small-Cap ETF$60,500$7,815 ▲14.8%237,9261.8%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$59,762$9,596 ▲19.1%2,663,1971.8%ETFSPBOSPDR Portfolio Corporate Bond ETF$59,421$9,687 ▲19.5%2,005,4491.8%ETFIWFiShares Russell 1000 Growth ETF$59,323$14,427 ▼-19.6%126,6481.8%ETFIUSGiShares Core S&P U.S. Growth ETF$58,835$16,932 ▼-22.3%357,5721.8%ManufacturingMSFTMicrosoft$57,983$10,134 ▲21.2%111,9461.8%Computer and TechnologyNVDANVIDIA$55,315$4,239 ▲8.3%296,4661.7%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$54,981$6,312 ▼-10.3%1,888,7421.7%ETFInvesco ETFs/USA$53,010$53,010 ▲New Holding1,037,9801.6%ETPSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$50,031$31,481 ▼-38.6%1,037,5511.5%FinanceIWDiShares Russell 1000 Value ETF$49,177$4,169 ▼-7.8%241,5471.5%ETFITMVanEck Intermediate Muni ETF$42,765$9,166 ▲27.3%917,7141.3%ETFAMZNAmazon.com$34,073$4,130 ▲13.8%155,1801.0%Retail/WholesaleGOOGLAlphabet$34,032$3,502 ▼-9.3%139,9901.0%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$33,139$3,896 ▲13.3%399,4521.0%ManufacturingJAAAJanus Henderson AAA CLO ETF$32,661$1,885 ▲6.1%643,1871.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,323$7,816 ▼-21.6%271,0090.9%ETFTSLATesla$27,577$4,712 ▼-14.6%62,0090.8%Auto/Tires/TrucksVTEBVanguard Tax-Exempt Bond ETF$27,136$12,839 ▲89.8%541,9630.8%ETFMETAMeta Platforms$25,407$4,688 ▼-15.6%34,5960.8%Computer and TechnologyMUBiShares National Muni Bond ETF$25,026$10,349 ▲70.5%235,0060.8%ETFAVGOBroadcom$24,348$8,778 ▼-26.5%73,8030.7%Computer and TechnologyLLYEli Lilly and Company$23,583$1,672 ▲7.6%30,9080.7%MedicalVVisa$22,286$1,203 ▲5.7%65,2830.7%Business ServicesSPYSPDR S&P 500 ETF Trust$20,677$1,176 ▲6.0%31,0390.6%FinanceTAXFAmerican Century Diversified Municipal Bond ETF$19,776$5,107 ▲34.8%393,7050.6%ETFABBVAbbVie$19,774$4,653 ▲30.8%85,4020.6%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$17,747$886 ▲5.3%320,7440.5%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$17,679$5,368 ▲43.6%201,1080.5%ETFXLKTechnology Select Sector SPDR Fund$17,165$2,215 ▼-11.4%60,8980.5%ETFFTCFirst Trust Large Cap Growth AlphaDEX Fund$16,876$1,598 ▼-8.6%105,0400.5%ETFRSPInvesco S&P 500 Equal Weight ETF$16,578$96 ▲0.6%87,3890.5%ETFVVVanguard Large-Cap ETF$16,088$22 ▼-0.1%52,2570.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,788$10,619 ▲205.4%157,4910.5%FinanceVTVVanguard Value ETF$15,645$4,513 ▼-22.4%83,8900.5%ETFUNPUnion Pacific$15,559$4,430 ▲39.8%65,8260.5%TransportationHDHome Depot$15,109$5,438 ▲56.2%37,2890.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$14,231$7,047 ▲98.1%43,3650.4%ETFSCHWCharles Schwab$14,069$1,699 ▲13.7%147,3640.4%FinanceXOMExxon Mobil$14,015$1,307 ▲10.3%124,3010.4%EnergyJPMJPMorgan Chase & Co.$13,508$5,360 ▲65.8%42,8240.4%FinanceIVWiShares S&P 500 Growth ETF$13,225$946 ▼-6.7%109,5510.4%ETFADPAutomatic Data Processing$12,954$5,050 ▲63.9%44,1370.4%Computer and TechnologyJNJJohnson & Johnson$12,842$958 ▲8.1%69,2570.4%MedicalCATCaterpillar$12,428$3,280 ▼-20.9%26,0460.4%IndustrialsMAMastercard$12,107$6,194 ▲104.7%21,2850.4%Business ServicesPEPPepsiCo$11,885$2,292 ▲23.9%84,6290.4%Consumer StaplesPAVEGlobal X U.S. Infrastructure Development ETF$11,872$261 ▲2.2%249,2590.4%ETFAMGNAmgen$11,559$1,013 ▲9.6%40,9600.4%MedicalAXPAmerican Express$11,406$6,174 ▲118.0%34,3390.3%FinanceCOSTCostco Wholesale$11,326$4,787 ▲73.2%12,2360.3%Retail/WholesalePGProcter & Gamble$10,987$552 ▲5.3%71,5050.3%Consumer StaplesSHOOSteven Madden$10,855$9,783 ▲912.7%324,2180.3%Consumer DiscretionaryNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$10,759$552 ▲5.4%170,9900.3%ETFMCKMcKesson$10,503$7,166 ▲214.7%13,5950.3%MedicalMCDMcDonald's$10,486$6,636 ▲172.4%34,5060.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$10,452$344 ▲3.4%160,1670.3%ETFBRK.BBerkshire Hathaway$10,447$243 ▲2.4%20,7800.3%FinanceVBKVanguard Small-Cap Growth ETF$10,331$47 ▼-0.5%34,7130.3%ETFSDYSPDR S&P Dividend ETF$10,299$561 ▲5.8%73,5390.3%ETFCRMSalesforce$10,235$4,486 ▲78.0%43,1860.3%Computer and TechnologyRTXRTX$10,197$373 ▼-3.5%60,9410.3%AerospaceVBRVanguard Small-Cap Value ETF$10,147$106 ▲1.1%48,6200.3%ETFCVXChevron$9,937$1,780 ▲21.8%63,9920.3%EnergyCSCOCisco Systems$9,875$981 ▲11.0%144,3360.3%Computer and TechnologyADBEAdobe$9,849$4,151 ▲72.9%27,9220.3%Computer and TechnologyTILEInterface$9,696$9,696 ▲New Holding335,0370.3%Consumer DiscretionaryDONWisdomTree U.S. MidCap Dividend Fund$9,567$1,014 ▲11.9%182,9220.3%FinanceQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$9,561$3,699 ▼-27.9%67,7570.3%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$9,241$7,730 ▲511.5%233,3080.3%ETFGOOGAlphabet$9,118$235 ▲2.6%37,4390.3%Computer and TechnologyLMTLockheed Martin$9,111$1,363 ▲17.6%18,2520.3%AerospaceTJXTJX Companies$9,098$6,323 ▲227.8%62,9440.3%Retail/WholesaleCBChubb$9,012$3,141 ▲53.5%31,9310.3%FinanceSCHFSchwab International Equity ETF$8,946$2 ▲0.0%384,2840.3%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$8,931$218 ▼-2.4%102,6190.3%FinanceHCAHCA Healthcare$8,912$449 ▲5.3%20,9110.3%MedicalCVSCVS Health$8,818$612 ▲7.5%116,9610.3%MedicalVOTVanguard Mid-Cap Growth ETF$8,688$94 ▼-1.1%29,5740.3%ETFTIGOMillicom International Cellular$8,527$8,527 ▲New Holding175,6630.3%Computer and TechnologyMOAltria Group$8,515$814 ▲10.6%128,8930.3%Consumer StaplesAOAiShares Core 80/20 Aggressive Allocation ETF$8,273$33,752 ▼-80.3%93,8610.3%ETFTMUST-Mobile US$8,260$800 ▲10.7%34,5050.3%Computer and TechnologyTDWTidewater$8,240$726 ▼-8.1%154,5170.3%EnergyGILDGilead Sciences$8,204$379 ▲4.9%73,9120.2%MedicalIJRiShares Core S&P Small-Cap ETF$8,200$532 ▲6.9%69,0030.2%ETFTMOThermo Fisher Scientific$8,156$336 ▲4.3%16,8160.2%MedicalMRKMerck & Co., Inc.$8,125$884 ▼-9.8%96,8010.2%MedicalVOEVanguard Mid-Cap Value ETF$8,122$224 ▲2.8%46,5210.2%ETFENVAEnova International$8,097$324 ▲4.2%70,3520.2%FinanceJAZZJazz Pharmaceuticals$8,064$2,411 ▲42.7%61,1870.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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