Cx Institutional Incresed Positions in Q4 2024

Cx Institutional

  • $2.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
646
+ 165.22%
$571.78 - $647.97 $369K - $419K
1.04K $644K
STLD
Steel Dynamics Inc

Basic Materials
3.82K
+ 45.05%
N/A
12.3K $1.21M
USB
Us Bancorp \De\

Financial Services
6.63K
+ 37.29%
$43.98 - $53.66 $292K - $356K
24.4K $1.17M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 6.36%
$54.98 - $77.35 $67.2K - $94.5K
20.4K $1.44M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.94K
+ 4.7%
$50.53 - $55.55 $351K - $386K
154K $7.87M
EMR
Emerson Electric CO

Industrials
756
+ 4.8%
$108.13 - $134.33 $81.7K - $102K
16.5K $2.04M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.47K
+ 15.44%
$66.67 - $74.08 $298K - $331K
33.5K $2.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.03K
+ 21.57%
$96.64 - $101.23 $390K - $408K
22.7K $2.2M
BA
Boeing CO

Industrials
1.09K
+ 23.73%
$138.14 - $180.72 $150K - $197K
5.68K $1.01M
DVY
Ishares Tr

ETFs
3.08K
+ 11.18%
$129.55 - $143.41 $399K - $442K
30.6K $4.02M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.18K
+ 5.13%
$63.58 - $71.15 $266K - $298K
85.7K $5.58M
EEFT
Euronet Worldwide, Inc.

Technology
1.27K
+ 2.97%
$96.0 - $106.61 $122K - $136K
44.1K $4.53M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.9K
+ 9.41%
$35.45 - $40.33 $316K - $359K
103K $3.71M
DXCM
Dexcom Inc

Healthcare
3.38K
+ 646.27%
$65.68 - $81.01 $222K - $274K
3.9K $303K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.02K
+ 63.59%
$44.04 - $49.49 $309K - $347K
18K $794K
PAVE
Global X Fds Us Infrastructure

ETFs
8.78K
+ 7.47%
$40.41 - $45.95 $355K - $404K
126K $5.11M
DIS
Walt Disney CO

Communication Services
1.22K
+ 15.18%
$92.39 - $117.6 $113K - $144K
9.27K $1.03M
DUK
Duke Energy Corp

Utilities
2.44K
+ 70.24%
$105.76 - $120.76 $258K - $295K
5.91K $637K
FDIS
Fidelity Covington Tr Msci Con

ETFs
646
+ 3.35%
$85.33 - $104.24 $55.1K - $67.3K
19.9K $1.94M
CCL
Carnival Corp

Consumer Cyclical
5.96K
+ 45.01%
$17.34 - $26.8 $103K - $160K
19.2K $478K
KR
Kroger CO

Consumer Defensive
833
+ 1.79%
$55.21 - $63.3 $46K - $52.7K
47.5K $2.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
395
+ 27.9%
$521.84 - $558.82 $206K - $221K
1.81K $975K
SYK
Stryker Corp

Healthcare
632
+ 18.17%
$345.14 - $392.15 $218K - $248K
4.11K $1.48M
MCD
Mcdonalds Corp

Consumer Cyclical
2.13K
+ 7.87%
$288.47 - $316.54 $614K - $674K
29.2K $8.46M
IYW
Ishares Dj Us Tech ETF

ETFs
1K
+ 13.37%
$148.14 - $166.23 $148K - $166K
8.48K $1.35M
MS
Morgan Stanley

Financial Services
465
+ 6.51%
$104.42 - $134.99 $48.6K - $62.8K
7.6K $955K
AMD
Advanced Micro Devices Inc

Technology
5.1K
+ 53.14%
$118.88 - $172.8 $606K - $881K
14.7K $1.77M
ACGL
Arch Capital Group Ltd.

Financial Services
10.8K
+ 26.29%
$88.71 - $114.86 $955K - $1.24M
51.7K $4.78M
NKE
Nike, Inc.

Consumer Cyclical
12.4K
+ 21.09%
$73.36 - $89.13 $909K - $1.1M
71.2K $5.38M
ABT
Abbott Laboratories

Healthcare
1.79K
+ 14.37%
$111.93 - $119.39 $200K - $214K
14.2K $1.61M
IYF
Ishares Tr

ETFs
348
+ 1.52%
$102.7 - $119.05 $35.7K - $41.4K
23.2K $2.56M
BX
Blackstone Inc.

Financial Services
783
+ 29.4%
$148.45 - $199.05 $116K - $156K
3.45K $594K
VZ
Verizon Communications Inc

Communication Services
8.48K
+ 27.11%
$39.6 - $45.21 $336K - $383K
39.8K $1.59M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
305
+ 14.72%
$173.13 - $258.09 $52.8K - $78.7K
2.38K $548K
AOA
Ishares Tr Core Aggressive All

ETFs
2.48K
+ 65.86%
$76.61 - $79.88 $190K - $198K
6.23K $477K
BSX
Boston Scientific Corp

Healthcare
1.45K
+ 16.5%
$83.62 - $91.5 $121K - $133K
10.2K $915K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.22K
+ 54.65%
$24.61 - $25.12 $178K - $181K
20.4K $504K
PGR
Progressive Corp

Financial Services
907
+ 21.84%
$239.6 - $268.88 $217K - $244K
5.06K $1.21M
C
Citigroup Inc

Financial Services
807
+ 6.18%
$61.31 - $72.5 $49.5K - $58.5K
13.9K $975K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.48K
+ 171.94%
$101.77 - $113.02 $150K - $167K
2.34K $246K
XEL
Xcel Energy Inc

Utilities
2.16K
+ 56.11%
$62.16 - $72.92 $134K - $157K
6K $405K
GRMN
Garmin LTD

Technology
540
+ 42.06%
$161.91 - $220.77 $87.4K - $119K
1.82K $376K
IAU
Ishares Gold Trust

ETFs
3K
+ 29.66%
$48.37 - $52.65 $145K - $158K
13.1K $650K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.11K
+ 21.21%
$40.41 - $45.12 $247K - $276K
34.9K $1.41M
XLU
Utilities Sector Spdr

ETFs
3.77K
+ 13.44%
$74.89 - $82.93 $283K - $313K
31.9K $2.41M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.58K
+ 11.83%
$91.29 - $91.8 $144K - $145K
15K $1.37M
IGF
Ishares Global Infrastructure

ETFs
5.34K
+ 8.01%
$51.2 - $55.7 $273K - $297K
72K $3.76M
DOV
Dover Corp

Industrials
831
+ 16.26%
$184.72 - $206.51 $154K - $172K
5.94K $1.11M
DECK
Deckers Outdoor Corp

Consumer Cyclical
107
+ 4.34%
$152.04 - $211.12 $16.3K - $22.6K
2.57K $522K
Activity Summary
Buys All Purchases 393 New Holdings 48 Increased Positions 345 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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