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Asset Manager ← All Institutions

FDx Advisors, Inc.

222 N. LASALLE SUITE 625, CHICAGO, IL 60601 • 312-827-2800

Q2 2025 · Filed 2025-08-07
Market Value
$326M
+6.5%
Holdings
192
+5
New Purchases
19
Added To
39
Closed
17
Reduced
116
Top 10 Concentration
39.4%
Turnover
18.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 2.54% 0.00% +2.54% $8M
SPDW 1.25% 0.00% +1.25% $4M
IGV 1.01% 0.00% +1.01% $3M
BCD 0.81% 0.00% +0.81% $3M
KBE 0.70% 0.00% +0.70% $2M
JQUA 2.09% 1.40% +0.69% $7M
USHY 0.46% 0.00% +0.46% $1M
NVDA 1.41% 1.02% +0.39% $5M
MSFT 1.52% 1.23% +0.30% $5M
IWF 4.49% 4.22% +0.27% $15M
PM 0.41% 0.15% +0.25% $1M
YNDX 0.14% 0.00% +0.14% $444K
META 0.76% 0.63% +0.13% $2M
TSM 0.59% 0.47% +0.12% $2M
VUG 1.92% 1.80% +0.12% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USMV 0.00% 1.67% -1.67% $0
COWZ 0.00% 1.45% -1.45% $0
DSTL 0.00% 1.35% -1.35% $0
IVV 1.99% 3.01% -1.02% $7M
BND 5.15% 5.63% -0.48% $17M
SCHP 4.11% 4.52% -0.42% $13M
VLUE 0.56% 0.96% -0.40% $2M
IGIB 1.37% 1.68% -0.31% $4M
IGSB 0.31% 0.60% -0.29% $1M
EWC 0.00% 0.28% -0.28% $0
AGG 2.72% 2.96% -0.23% $9M
IWD 4.26% 4.49% -0.23% $14M
ICLR 0.00% 0.18% -0.18% $0
IAU 1.64% 1.79% -0.15% $5M
CMDY 1.13% 1.27% -0.15% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 82.9%
Technology 6.5%
Communication Services 2.1%
Healthcare 2.1%
Consumer Cyclical 1.5%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $74M 22.6%
Large Cap 127 $218M 67.0%
Mid Cap 14 $20M 6.2%
Small Cap 11 $14M 4.2%

Portfolio Analytics

Avg Market Cap
$286.0B
Median Market Cap
$69.4B
Avg P/E
32.8
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
116
# ETFs / Funds
76

Top Holdings (192 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BND 5.15% 228,178 $17M $73.63 -$439K -6,534 -2.8%
2 IDEV 5.13% 220,047 $17M $76.04 $1M -7,164 -3.1%
3 MBB 4.60% 159,777 $15M $93.89 $523K +5,397 +3.5%
4 IWF 4.49% 34,483 $15M $424.59 $2M -1,270 -3.5%
5 IWD 4.26% 71,523 $14M $194.23 $145K -1,537 -2.1%
6 SCHP 4.11% 502,158 $13M $26.68 -$449K -12,807 -2.5%
7 IEMG 3.49% 189,404 $11M $60.03 $848K -5,563 -2.9%
8 IEFA 2.88% 112,535 $9M $83.48 $684K -2,595 -2.2%
9 AGG 2.72% 89,528 $9M $99.20 -$169K -1,956 -2.1%
10 SPYG 2.54% 87,060 $8M $95.33 +87,060 NEW
11 JQUA 2.09% 113,355 $7M $60.05 $3M +37,461 +49.4%
12 IVV 1.99% 10,476 $7M $620.85 -$3M -5,930 -36.1%
13 VUG 1.92% 14,273 $6M $438.38 $739K -608 -4.1%
14 SPIB 1.90% 184,892 $6M $33.58 $71K +242 +0.1%
15 IJR 1.86% 55,382 $6M $109.30 $458K +1,876 +3.5%
16 VOO 1.71% 9,840 $6M $567.99 $565K +64 +0.7%
17 IAU 1.64% 85,794 $5M $62.36 -$121K -6,994 -7.5%
18 MSFT 1.52% 9,980 $5M $497.39 $1M -26 -0.3%
19 IWR 1.52% 53,896 $5M $91.97 $335K -438 -0.8%
20 NVDA 1.41% 29,074 $5M $157.98 $1M +282 +1.0%
21 IGIB 1.37% 83,915 $4M $53.29 -$667K -13,932 -14.2%
22 SPDW 1.25% 100,738 $4M $40.49 +100,738 NEW
23 VSS 1.14% 27,612 $4M $134.40 $464K -478 -1.7%
24 CMDY 1.13% 73,039 $4M $50.44 -$218K -2,167 -2.9%
25 SDY 1.12% 26,899 $4M $135.73 -$51K -386 -1.4%
26 QUAL 1.12% 19,917 $4M $182.81 $398K +943 +5.0%
27 VBR 1.05% 17,599 $3M $195.01 $62K -491 -2.7%
28 IPAC 1.03% 48,948 $3M $68.71 $140K -2,834 -5.5%
29 IGV 1.01% 30,212 $3M $109.49 +30,212 NEW
30 VTV 0.95% 17,568 $3M $176.74 $41K -170 -1.0%
31 PRF 0.88% 67,582 $3M $42.27 $75K -1,268 -1.8%
32 TLT 0.87% 32,310 $3M $88.24 -$41K +537 +1.7%
33 BCD 0.81% 79,723 $3M $33.15 +79,723 NEW
34 META 0.76% 3,346 $2M $738.19 $547K +10 +0.3%
35 AMZN 0.74% 11,005 $2M $219.35 $314K -34 -0.3%
36 VTEB 0.74% 48,900 $2M $49.04 -$18K +218 +0.5%
37 KBE 0.70% 40,979 $2M $55.76 +40,979 NEW
38 SPTL 0.69% 84,033 $2M $26.58 -$48K +304 +0.4%
39 AAPL 0.63% 10,008 $2M $205.14 -$201K -137 -1.4%
40 VNQ 0.63% 22,901 $2M $89.08 -$48K -159 -0.7%
41 PSK 0.60% 61,523 $2M $31.76 -$37K +66 +0.1%
42 EFA 0.60% 21,765 $2M $89.41 $49K -1,442 -6.2%
43 VB 0.59% 8,158 $2M $236.95 $152K +128 +1.6%
44 TSM 0.59% 8,451 $2M $226.48 $485K -158 -1.8%
45 MGC 0.58% 8,430 $2M $224.91 $181K -89 -1.0%
46 VLUE 0.56% 16,240 $2M $113.24 -$1M -11,314 -41.1%
47 BLV 0.55% 25,790 $2M $69.52 -$69K -654 -2.5%
48 SE 0.47% 9,614 $2M $159.98 $218K -504 -5.0%
49 VO 0.47% 5,482 $2M $279.82 $125K +35 +0.6%
50 SCZ 0.46% 20,664 $2M $72.69 $101K -1,391 -6.3%
51 USHY 0.46% 39,889 $1M $37.50 +39,889 NEW
52 SCHF 0.46% 67,427 $1M $22.10 $135K -1,060 -1.6%
53 DWX 0.45% 34,982 $1M $42.14 $107K -652 -1.8%
54 JMBS 0.45% 32,604 $1M $45.06 -$35K -668 -2.0%
55 SPOT 0.44% 1,870 $1M $767.38 $394K -23 -1.2%
56 AVGO 0.42% 4,993 $1M $275.59 $353K -1,115 -18.2%
57 EEMA 0.41% 16,259 $1M $82.54 $118K -264 -1.6%
58 PM 0.41% 7,318 $1M $182.15 $859K +4,334 +145.2%
59 VTIP 0.40% 25,767 $1M $50.26 $40K +611 +2.4%
60 VOE 0.34% 6,692 $1M $164.52 -$8K -218 -3.1%
61 V 0.31% 2,874 $1M $354.91 -$68K -231 -7.4%
62 IGSB 0.31% 19,081 $1M $52.78 -$819K -15,792 -45.3%
63 APP 0.31% 2,870 $1M $350.17 $9K -889 -23.6%
64 SAP 0.29% 3,137 $954K $304.11 $90K -83 -2.6%
65 IWM 0.29% 4,399 $949K $215.73 $112K +204 +4.9%
66 VOT 0.28% 3,219 $915K $284.25 $98K -119 -3.6%
67 NFLX 0.27% 653 $874K $1,338.44 $202K -68 -9.4%
68 MELI 0.26% 323 $844K $2,613.00 $140K -38 -10.5%
69 EMB 0.26% 9,077 $841K $92.65 $64K +505 +5.9%
70 FLBL 0.25% 33,174 $804K $24.24 -$15K -871 -2.6%
71 TSLA 0.25% 2,517 $800K $317.84 $307K +615 +32.3%
72 VRT 0.24% 6,124 $786K $128.35 $330K -195 -3.1%
73 IGLB 0.24% 15,500 $778K $50.19 -$10K -194 -1.2%
74 LIN 0.23% 1,571 $737K $469.13 -$7K -26 -1.6%
75 JPM 0.22% 2,525 $732K $289.90 $109K -13 -0.5%
76 TLN 0.20% 2,285 $664K $290.59 $380K +865 +60.9%
77 GOOGL 0.19% 3,588 $632K $176.14 $60K -114 -3.1%
78 GOOG 0.19% 3,556 $631K $177.45 $71K -26 -0.7%
79 VCSH 0.19% 7,924 $630K $79.51 -$24K -356 -4.3%
80 IWP 0.19% 4,470 $620K $138.70 $71K -206 -4.4%
81 CPNG 0.19% 20,609 $617K $29.94 $139K -1,193 -5.5%
82 ASML 0.19% 763 $611K $800.79 $95K -16 -2.0%
83 JNJ 0.18% 3,905 $596K $152.62 -$56K -26 -0.7%
84 VST 0.18% 2,964 $574K $193.66 $357K +1,112 +60.0%
85 CSCO 0.17% 8,140 $565K $69.41 $55K -124 -1.5%
86 ACGL 0.17% 6,205 $565K $91.06 -$46K -148 -2.3%
87 SRLN 0.17% 13,472 $560K $41.57 -$5K -271 -2.0%
88 XOM 0.17% 5,047 $544K $107.79 -$104K -399 -7.3%
89 MNDY 0.16% 1,637 $515K $314.60 $100K -70 -4.1%
90 IBN 0.16% 15,314 $515K $33.63 $24K -270 -1.7%
91 CVX 0.15% 3,479 $498K $143.14 -$104K -121 -3.4%
92 BAC 0.15% 10,310 $488K $47.33 $66K +207 +2.0%
93 HOOD 0.15% 5,096 $477K $93.60 $259K -148 -2.8%
94 GFL 0.14% 9,207 $465K $50.51 -$12K -674 -6.8%
95 RACE 0.14% 937 $460K $490.93 -$299K -836 -47.1%
96 NU 0.14% 32,796 $450K $13.72 $101K -1,314 -3.9%
97 NVO 0.14% 6,490 $448K $69.03 -$267K -3,802 -36.9%
98 UBS 0.14% 13,157 $445K $33.82 $35K -222 -1.7%
99 YNDX 0.14% 8,018 $444K $55.38 +8,018 NEW
100 SPGI 0.13% 831 $438K $527.08 $12K -7 -0.8%

New Positions

SymbolValue% Port
SPYG $8M 2.54%
SPDW $4M 1.25%
IGV $3M 1.01%
BCD $3M 0.81%
KBE $2M 0.70%
USHY $1M 0.46%
YNDX $444K 0.14%
LRCX $313K 0.10%
ACN $304K 0.09%
GD $258K 0.08%
CAH $254K 0.08%
USIG $245K 0.08%
RBLX $219K 0.07%
BTI $219K 0.07%
KR $211K 0.06%

Sold Out Positions

SymbolValue% Port
USMV —%
LYB —%
BMO —%
CRM —%
UPS —%
TDG —%
PLD —%
CORZ —%
BMY —%
ICLR —%
EWC —%
DSTL —%
COWZ —%
STIP —%
WFC —%
View SEC EDGAR Filings for FDx Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms