13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566601
Total reported value
$331.7M
$331.7M
175 檔
22.6%
The Q1 2025 SEC filing reveals that FDx Advisors, Inc. held a total portfolio value of $331.7M, covering 175 public equity positions.
In Q1 2025, FDx Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BND, IDEV, MBB) accounted for 22.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 5.61% | +0.33% | -20.64% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 5.09% | -0.15% | -9.03% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 4.71% | -0.51% | -6.90% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.50% | -0.42% | -12.02% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.47% | +0.11% | -8.47% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.20% | +0.33% | -8.58% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.42% | +0.30% | -20.45% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | +1.02% | -5.05% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.94% | -0.17% | -8.15% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.83% | -0.36% | +21.03% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.00% | -0.14% | -7.20% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.82% | +0.15% | -7.05% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.79% | +0.13% | -6.59% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.78% | -0.36% | -11.38% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.67% | -0.17% | -5.03% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.66% | — | -13.23% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | — | +68.20% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.50% | +0.06% | -9.26% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.45% | — | -5.04% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.39% | +0.20% | -6.03% | |
| 21 | DSTL | Distillate US Fundamental St | ETF-Other | 1.34% | — | -5.28% | |
| 22 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 1.27% | -0.23% | -21.78% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.06% | -3.13% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.20% | -0.02% | -1.20% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.10% | +0.02% | -8.80% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.06% | -0.07% | -9.21% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | — | -38.65% | |
| 28 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.05% | -0.04% | -9.31% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.10% | -0.57% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 1.00% | — | -2.01% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.96% | -0.60% | EXIT | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.94% | -0.16% | -6.17% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.90% | +0.05% | -2.26% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.79% | -0.05% | -6.13% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.74% | -0.01% | -8.67% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.09% | -3.60% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.04% | +2.51% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.68% | -0.01% | -4.64% | |
| 39 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.65% | -0.09% | +30.56% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.04% | +3.12% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | +0.01% | +35.14% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.61% | -0.05% | -12.64% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.59% | -0.27% | EXIT | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | +0.03% | +0.74% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | +0.09% | +80.41% | |
| 46 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.49% | -0.30% | -6.74% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.46% | +0.31% | +3.81% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.46% | +0.01% | -73.16% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.46% | -0.01% | -3.64% | |
| 50 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.44% | -0.02% | +3.08% |
According to official SEC Form 13F filings, FDx Advisors, Inc. reported a total U.S. public equity portfolio value of $331.7M across 175 disclosed positions in Q1 2025.
During Q1 2025, FDx Advisors, Inc.'s top holdings by market value included BND (5.6%)、IDEV (5.1%)、MBB (4.7%). The largest single position, BND, represented 5.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BND
市值: $17.2M
In Q1 2025, FDx Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.