13F-HR filed by FundX Investment Group, LLC
FundX Investment Group, LLC filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-02-14, with 48 holding rows worth $268,632,000.
- Accession
- 0001172661-19-000803
- Filer
- CIK 1427261
- Filed
- 2019-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2018
A holdings report, 48 entries on the cover page, a total value of $268,632,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,632,000 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 |
|---|---|---|---|---|---|---|
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 164,060 | $38,259,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 251,045 | $24,590,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 290,533 | $24,515,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 188,943 | $19,074,000 | thousands by filing date | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 374,479 | $18,349,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 343,388 | $16,019,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 87,774 | $13,225,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 99,743 | $13,057,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 103,537 | $9,269,000 | thousands by filing date | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 180,730 | $9,060,000 | thousands by filing date | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 90,050 | $9,026,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 156,308 | $8,480,000 | thousands by filing date | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 62,391 | $6,882,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 40,386 | $6,230,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 35,681 | $6,192,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 97,992 | $4,976,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 45,949 | $4,104,000 | thousands by filing date | |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | 46137V563 | ETF | 249,092 | $3,946,000 | thousands by filing date | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 21,821 | $3,945,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 38,450 | $3,326,000 | thousands by filing date | |
| FIRST TR EXCHANGE TRADED FD | 33734X143 | HLTH CARE ALPH | 42,638 | $2,936,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 82,190 | $2,286,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 19,000 | $1,752,000 | thousands by filing date | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 30,900 | $1,635,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 11,982 | $1,604,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 13,700 | $1,490,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 14,361 | $1,422,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 19,000 | $1,374,000 | thousands by filing date | |
| ISHARES TR | 464287564 | SELECT US REIT | 13,829 | $1,323,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 22,600 | $1,070,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 6,531 | $1,054,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 8,000 | $1,017,000 | thousands by filing date | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 9,342 | $964,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 9,000 | $858,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,959 | $679,000 | thousands by filing date | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 13,532 | $637,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 3,330 | $572,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 3,010 | $475,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,817 | $470,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,832 | $373,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 48,666 | $368,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,400 | $310,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 5,071 | $310,000 | thousands by filing date | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 3,500 | $259,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,000 | $227,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 1,133 | $216,000 | thousands by filing date | |
| CVS Health Corporation | 126650100 | COM | 3,267 | $214,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 800 | $213,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-19-000803 | this filing | 2019-02-14 | acceptance time not in the bulk data set |