13F-HR filed by FundX Investment Group, LLC
FundX Investment Group, LLC filed this 13F-HR for the quarter ended 2018-09-30, filed 2018-10-23, with 38 holding rows worth $181,299,000.
- Accession
- 0001172661-18-001875
- Filer
- CIK 1427261
- Filed
- 2018-10-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2018
A holdings report, 38 entries on the cover page, a total value of $181,299,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,299,000 with VALUE read as thousands by filing date, 13F file number 028-12906. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 524,583 | $62,425,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 250,824 | $39,123,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 185,026 | $10,091,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 70,400 | $9,023,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 37,230 | $7,631,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 52,283 | $7,400,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 32,851 | $6,627,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 30,772 | $5,717,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 28,492 | $5,048,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 39,361 | $4,614,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 23,150 | $2,219,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 19,000 | $1,797,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 14,093 | $1,695,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 13,700 | $1,675,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 10,000 | $1,610,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 19,000 | $1,394,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 6,185 | $1,330,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 8,000 | $1,220,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 9,342 | $1,115,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 22,600 | $1,044,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 9,000 | $958,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,959 | $847,000 | thousands by filing date | |
| AETNA INC NEW | 00817Y108 | COM | 3,900 | $791,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,330 | $690,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 13,532 | $690,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 48,666 | $549,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,817 | $544,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 2,303 | $520,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,832 | $430,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,400 | $332,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,000 | $302,000 | thousands by filing date | |
| STATE STREET SPDR ETF S&P RETAIL | 78464A714 | ETF | 5,852 | $299,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 3,550 | $295,000 | thousands by filing date | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 3,500 | $279,000 | thousands by filing date | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 1,800 | $266,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,133 | $239,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 800 | $237,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 828 | $233,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-18-001875 | this filing | 2018-10-23 | acceptance time not in the bulk data set |