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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001737089
Total reported value
$3.5B
$3.5B
551 檔
7.0%
The Q3 2024 SEC filing reveals that CX Institutional held a total portfolio value of $3.5B, covering 551 public equity positions.
During Q3 2024, CX Institutional's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, IVV, MGK) accounted for 7.0% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 551 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.69% | +1.85% | +180.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | -1.10% | -7.13% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.03% | +0.04% | +8.23% | |
| 4 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.94% | -0.94% | +5.81% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.73% | +0.23% | +4.84% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.69% | -0.04% | +6.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.07% | -3.26% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.63% | -0.06% | +5.38% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.55% | -0.18% | -28.97% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.46% | +0.06% | -0.29% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.45% | +0.05% | +1.58% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.45% | -0.03% | +1.50% | |
| 13 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.42% | -0.64% | +2.11% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.35% | -0.01% | +6.94% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.05% | -4.94% | |
| 16 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.33% | -0.07% | +4.33% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.09% | +4.93% | |
| 18 | TAXF | American Century Diver Muni | ETF-Other | 1.16% | +0.01% | +2.75% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.10% | +0.04% | +0.66% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.06% | — | +1.90% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.01% | -0.41% | +5.67% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.07% | +3.03% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.13% | +7.37% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.32% | -18.81% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.86% | -0.27% | +3.22% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.07% | +4.06% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.81% | +0.03% | +7.11% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.16% | +5.47% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.02% | +38.37% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.28% | -2.08% | |
| 31 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.75% | — | +4.35% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.71% | +1.09% | +7.14% | |
| 33 | EWQ | Ishares Msci France ETF | ETF-Other | 0.71% | — | +7.40% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.14% | +2.44% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | -0.52% | +0.07% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.13% | -0.20% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.12% | +2263.77% | |
| 38 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.67% | -0.01% | -10.61% | |
| 39 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.67% | +0.01% | -10.46% | |
| 40 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.67% | -0.01% | +2.71% | |
| 41 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.66% | — | -5.36% | |
| 42 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.66% | +0.05% | +2.50% | |
| 43 | EDEN | Ishares Msci Denmark ETF | ETF-Other | 0.65% | — | -3.38% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.12% | +22.42% | |
| 45 | INDA | Ishares Msci India ETF | ETF-Other | 0.65% | — | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | -0.03% | +18.98% | |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.61% | -0.30% | -1.45% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.02% | +56.71% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.02% | +225.57% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.14% | +319.75% |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 551 disclosed positions in Q3 2024.
During Q3 2024, CX Institutional's top holdings by market value included SGOV (2.7%)、IVV (2.4%)、MGK (2.0%). The largest single position, SGOV, represented 2.7% of total portfolio value.
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In Q3 2024, CX Institutional made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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