HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 iShares Core S&P 500 (IVV) |
99,466 | -157 | $52,292 |
| IVV | 99,466 | -157 | $52,292 |
| iShares MSCI World Index (URTH) |
344,102 | +274,787 | $49,864 |
| URTH | 344,102 | +274,787 | $49,864 |
| SPDR Portfolio Intmdt Term Trs ETF (SPTI) |
1,527,990 | +187,230 | $43,011 |
| SPTI | 1,527,990 | +187,230 | $43,011 |
| Schwab US Large Cap Value ETF (SCHV) |
539,435 | +164,743 | $40,986 |
| SCHV | 539,435 | +164,743 | $40,986 |
| iShares Barclays 20 Yr Treasury Bond (TLT) |
402,731 | +52,127 | $38,061 |
| TLT | 402,731 | +52,127 | $38,061 |
| Janus Henderson AAA |
726,493 | +98,618 | $36,793 |
| JAAA | 726,493 | +98,618 | $36,793 |
| SPDR Portfolio Corporate Bond ETF (SPBO) |
1,185,902 | +137,611 | $34,469 |
| SPBO | 1,185,902 | +137,611 | $34,469 |
| Vanguard Mid Cap (VO) |
137,426 | +558 | $34,337 |
| VO | 137,426 | +558 | $34,337 |
| Vanguard Mega Cap Growth (MGK) |
110,571 | +41,765 | $31,691 |
| MGK | 110,571 | +41,765 | $31,691 |
| iShares Russell 1000 Growth ETF (IWF) |
93,939 | +36,206 | $31,662 |
| IWF | 93,939 | +36,206 | $31,662 |
| iShares S&P 500 Value ETF (IVE) |
166,354 | -8,867 | $31,077 |
| IVE | 166,354 | -8,867 | $31,077 |
| VanEck Lehman AMT Free Int Muni |
663,369 | +37,145 | $30,850 |
| ITM | 663,369 | +37,145 | $30,850 |
| Vanguard Small Cap (VB) |
134,594 | +1,937 | $30,767 |
| VB | 134,594 | +1,937 | $30,767 |
| SPDR Portfolio Mortgage Backed Bond ETF (SPMB) |
1,380,799 | +169,408 | $29,960 |
| SPMB | 1,380,799 | +169,408 | $29,960 |
| iShares 0 3 Month Treasury Bond ETF (SGOV) |
295,129 | -100,738 | $29,698 |
| SGOV | 295,129 | -100,738 | $29,698 |
| iShares Core S&P US Growth ETF (IUSG) |
246,943 | +77,639 | $28,944 |
| IUSG | 246,943 | +77,639 | $28,944 |
| Microsoft Corp |
64,175 | +2,395 | $27,000 |
| MSFT | 64,175 | +2,395 | $27,000 |
| Amern Century Divers Muncpl Bd |
506,208 | +110,808 | $25,583 |
| TAXF | 506,208 | +110,808 | $25,583 |
| Apple Inc |
148,550 | +38,562 | $25,473 |
| AAPL | 148,550 | +38,562 | $25,473 |
| iShares MSCI Japan Index (EWJ) |
325,020 | +11,872 | $23,190 |
| EWJ | 325,020 | +11,872 | $23,190 |
| iShares Russell 1000 Value ETF (IWD) |
129,322 | -2,175 | $23,163 |
| IWD | 129,322 | -2,175 | $23,163 |
| Vanguard Total International Bond Index ETF (BNDX) |
440,932 | +60,446 | $21,675 |
| BNDX | 440,932 | +60,446 | $21,675 |
| Invesco National AMT Free Municipal Bond |
876,661 | +123,273 | $20,891 |
| PZA | 876,661 | +123,273 | $20,891 |
| iShares National Muni Bond (MUB) |
181,011 | +21,499 | $19,472 |
| MUB | 181,011 | +21,499 | $19,472 |
| Vanguard Muni Bond Tax Exempt (VTEB) |
373,354 | +54,184 | $18,887 |
| VTEB | 373,354 | +54,184 | $18,887 |
| Amazon.com Inc |
94,766 | +32,685 | $17,094 |
| AMZN | 94,766 | +32,685 | $17,094 |
| iShares Core MSCI EAFE ETF (IEFA) |
228,536 | +18,402 | $16,962 |
| IEFA | 228,536 | +18,402 | $16,962 |
| Amplify Transformational Data Sharing ETF (BLOK) |
462,342 | +20,994 | $16,848 |
| BLOK | 462,342 | +20,994 | $16,848 |
| Franklin FTSE Canada ETF (FLCA) |
479,315 | +59,158 | $16,627 |
| FLCA | 479,315 | +59,158 | $16,627 |
| Franklin FTSE United Kingdom ETF (FLGB) |
636,324 | +105,113 | $16,627 |
| FLGB | 636,324 | +105,113 | $16,627 |
| Goldman Sachs TreasuryAccess 0 1 Year |
163,456 | -114,143 | $16,479 |
| GBIL | 163,456 | -114,143 | $16,479 |
| Alphabet Inc Class A |
106,888 | +7,426 | $16,133 |
| GOOGL | 106,888 | +7,426 | $16,133 |
| Eli Lilly and Company |
20,523 | +1,429 | $15,966 |
| LLY | 20,523 | +1,429 | $15,966 |
| Franklin FTSE Brazil ETF (FLBR) |
777,853 | +112,802 | $15,241 |
| FLBR | 777,853 | +112,802 | $15,241 |
| iShares MSCI Germany Index (EWG) |
476,347 | +124,682 | $15,124 |
| EWG | 476,347 | +124,682 | $15,124 |
| iShares MSCI France Index (EWQ) |
362,100 | +103,873 | $14,995 |
| EWQ | 362,100 | +103,873 | $14,995 |
| Invesco S&P 500 Equal Weight |
87,373 | +765 | $14,798 |
| RSP | 87,373 | +765 | $14,798 |
| iShares S&P 500 Growth ETF (IVW) |
171,564 | +52,110 | $14,487 |
| IVW | 171,564 | +52,110 | $14,487 |
| Vanguard Large Cap Index Fund ETF (VV) |
59,156 | -2,334 | $14,183 |
| VV | 59,156 | -2,334 | $14,183 |
| SPDR Portfolio MSCI Global Stock Market ETF (SPGM) |
236,412 | +160,956 | $14,109 |
| SPGM | 236,412 | +160,956 | $14,109 |
| iShares MSCI Switzerland Index (EWL) |
294,677 | +3,881 | $14,027 |
| EWL | 294,677 | +3,881 | $14,027 |
| Vanguard Growth ETF (VUG) |
39,965 | +28,444 | $13,756 |
| VUG | 39,965 | +28,444 | $13,756 |
| First Trust NASDAQ Cybersecurity ETF (CIBR) |
239,478 | -14,800 | $13,504 |
| CIBR | 239,478 | -14,800 | $13,504 |
| SPDR S&P 500 Growth ETF (SPYG) |
184,603 | +49,299 | $13,504 |
| SPYG | 184,603 | +49,299 | $13,504 |
| SPDR MSCI EAFE Quality Mix (QEFA) |
174,977 | +489 | $13,314 |
| QEFA | 174,977 | +489 | $13,314 |
| NVIDIA Corp |
14,475 | +6,758 | $13,079 |
| NVDA | 14,475 | +6,758 | $13,079 |
| Visa Inc |
42,751 | +3,755 | $11,931 |
| V | 42,751 | +3,755 | $11,931 |
| VanEck AMT Free Long Municipal Index ETF (MLN) |
642,120 | +48,867 | $11,546 |
| MLN | 642,120 | +48,867 | $11,546 |
| Broadcom Inc |
8,538 | +7,249 | $11,316 |
| AVGO | 8,538 | +7,249 | $11,316 |
| Meta Platforms Inc |
23,105 | -6,614 | $11,219 |
| META | 23,105 | -6,614 | $11,219 |
See Full List: All Stocks Held By CX Institutional
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By CX Institutional
|
Size ($ in 1000's)
At 03/31/2024: $2,074,722 At 12/31/2023: $1,870,124 CX Institutional holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CX Institutional 13F filings. Link to 13F filings: SEC filings |
