13F Filings History of FundX Investment Group, LLC

Latest 13F report
Q4 2021 - 26 Jan 2022
Value $
$411,035,000
Signature - Title
Sean McKeon - Chief Compliance Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by FundX Investment Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FundX Investment Group, LLC reported 45 stock holdings with total value $411,035,000 as of Q4 2021. Top holdings included DSI, RPV, IJJ, QUAL, and OEF.

Notify me when FundX Investment Group, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2021 45 $411,035,000 +$205,852,090 -$21,901,300 +$183,950,790 DSI, RPV, IJJ, QUAL, OEF 13F-HR 26 Jan 2022, 14:20
Q3 2021 33 $211,642,000 +$8,459,000 -$1,207,676 +$7,251,324 RPV, IJJ, RDVY, JNK, SMH 13F-HR 03 Nov 2021, 14:40
Q2 2021 37 $6,919,185 $0 $0 $0 ILCG, NUMV, IJH, ONEQ 13F-HR 27 Jul 2021, 12:24
Q1 2021 39 $177,187,000 +$79,610,389 -$145,241,747 -$65,631,358 CWB, MGK, JNK, IWY, SMH 13F-HR 04 May 2021, 06:34
Q4 2020 33 $239,585,000 +$19,457,922 -$57,553,861 -$38,095,939 VUG, MGK, QQQ, IWY, JNK 13F-HR 08 Feb 2021, 09:48
Q3 2020 35 $260,083,000 +$94,035,080 -$84,126,360 +$9,908,720 MGK, VUG, IWY, QQQ, AGG 13F-HR 29 Oct 2020, 15:55
Q2 2020 36 $236,721,000 +$120,336,796 -$172,620,749 -$52,283,953 QQQ, IEF, USIG, AGG, BIV 13F-HR 11 Aug 2020, 11:39
Q1 2020 31 $271,985,000 +$163,669,763 -$237,581,537 -$73,911,774 AGG, SHY, SHV, MOAT, QQQ 13F-HR 24 Apr 2020, 15:32
Q4 2019 60 $370,977,000 +$173,366,887 -$88,494,779 +$84,872,108 LQD, MOAT, SPLV, PWV, AGG 13F-HR 03 Feb 2020, 16:48
Q3 2019 44 $281,623,000 +$101,977,515 -$66,995,492 +$34,982,023 SPLV, LQD, VIG, BND, USMV 13F-HR 08 Nov 2019, 13:38
Q2 2019 43 $241,896,000 +$32,560,579 -$91,904,800 -$59,344,221 SPLV, VIG, HDV, BND, AGG 13F-HR 05 Aug 2019, 15:45
Q1 2019 49 $294,655,000 +$85,282,411 -$82,084,548 +$3,197,863 SPLV, DIA, VIG, HDV, AGG 13F-HR 10 May 2019, 17:13
Q4 2018 48 $268,632,000 +$207,148,719 -$97,043,010 +$110,105,709 DIA, VIG, HDV, MINT, VNLA 13F-HR 14 Feb 2019, 15:49
Q3 2018 38 $181,299,000 +$33,130,611 -$64,434,281 -$31,303,670 MTUM, IWF, BNDX, MGK, IGV 13F-HR 22 Oct 2018, 18:09
Q2 2018 38 $201,965,000 +$39,523,214 -$33,703,019 +$5,820,195 MTUM, DIA, IWF, BNDX, BWX 13F-HR 09 Aug 2018, 19:22
Q1 2018 36 $190,561,000 +$21,235,939 -$29,778,728 -$8,542,789 MTUM, DIA, IWF, SMH, QQQ 13F-HR 24 Apr 2018, 16:18
Q4 2017 39 $198,359,000 +$102,046,047 -$148,272,040 -$46,225,993 MTUM, DIA, IWF, SMH, AAXJ 13F-HR 13 Feb 2018, 16:31
Q3 2017 33 $237,880,000 +$9,448,288 -$31,226,567 -$21,778,279 VGK, MTUM, IEV, MGK, QQQ 13F-HR 06 Nov 2017, 09:01
Q2 2017 38 $245,424,000 +$203,207,817 -$197,273,211 +$5,934,606 VGK, MTUM, IEV, MGK, QQQ 13F-HR 07 Aug 2017, 16:27
Q1 2017 45 $237,825,000 +$65,381,137 -$118,838,506 -$53,457,369 IJJ, IWN, IJS, QQQ, SMH 13F-HR 11 May 2017, 19:19
Q4 2016 41 $285,553,000 +$47,717,750 -$166,040,129 -$118,322,379 DVY, SDY, IJJ, IJS, DES 13F-HR 08 Feb 2017, 08:02
Q3 2016 46 $391,103,000 +$143,393,358 -$153,831,954 -$10,438,596 DVY, SDY, SPLV, IJJ, IJH 13F-HR 07 Nov 2016, 16:52
Q2 2016 31 $400,217,000 +$187,791,944 -$198,140,737 -$10,348,793 SPLV, DVY, SDY, MTUM, QUAL 13F-HR 22 Jul 2016, 17:06
Q1 2016 25 $401,659,000 +$220,862,366 -$124,634,195 +$96,228,171 IVW, SPLV, DVY, QQQ, EFAV 13F-HR 09 May 2016, 12:03
Q4 2015 20 $303,899,000 +$132,013,669 -$43,275,000 +$88,738,669 IVW, MGK, QQQ, SPLV, VUG 13F-HR 10 Feb 2016, 16:14
Q3 2015 16 $203,317,000 +$20,825,764 -$42,953,150 -$22,127,386 IVW, QQQ, MGK, VUG, PJP 13F-HR 16 Nov 2015, 12:31
Q2 2015 19 $241,321,000 +$38,510,770 -$122,142,849 -$83,632,079 IVW, QQQ, MGK, VUG, BOND 13F-HR 11 Aug 2015, 08:10
Q1 2015 24 $324,100,000 +$79,504,188 -$75,739,443 +$3,764,745 IVW, SPLV, MGK, QQQ, VUG 13F-HR 30 Apr 2015, 06:35
Q4 2014 20 $312,762,000 +$202,045,545 -$119,946,175 +$82,099,370 IVW, MGK, OEF, QQQ, SPLV 13F-HR 29 Jan 2015, 15:21
Q3 2014 18 $224,471,000 +$145,987,566 -$121,195,286 +$24,792,280 RPG, MGK, RPV, QQQ, VWO 13F-HR 04 Nov 2014, 13:47
Q2 2014 18 $199,969,000 +$94,158,264 -$57,619,292 +$36,538,972 PKW, RPG, VGK, FEZ, XLE 13F-HR 01 Aug 2014, 09:07
Q1 2014 16 $157,993,000 +$45,076,367 -$37,293,822 +$7,782,545 PKW, RPG, IBB, QQQ, VOE 13F-HR 28 Apr 2014, 10:36
Q4 2013 21 $147,093,000 $0 $0 $0 PKW, RPG, IBB, VCR, IJS 13F-HR 28 Jan 2014, 13:31