FDX ADVISORS, INC. Information

2399 GATEWAY OAKS DR, SACRAMENTO, California, 95833, (916) 288-6415

Report Date: 12/31/2014

Position Statistics

Total Positions 1,069
New Positions 126
Increased Positions 493
Decreased Positions 571
Positions with Activity 1,064
Sold Out Positions 185
Total Mkt Value (in $ millions) 1,707

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.31%
Capital Goods 2.03%
Conglomerates 0.06%
Consumer Cyclical 2.34%
Consumer/Non-Cyclical 3.33%
Energy 3.05%
Financial 55.25%
Healthcare 6.31%
Services 9.75%
Technology 9.11%
Transportation 1.78%
Utilities 0.98%

571 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 33,860 -11,670 (25.63) 807,534
SPDR SERIES TRUST NUVN BRCLY MUNI 13,368 -118 (0.87) 554,453
SPDR SERIES TRUST BRC HGH YLD BD 12,389 -5,172 (29.45) 313,023
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 10,872 -12,587 (53.66) 243,376
ISHARES TR 1-3 YR TR BD ETF 9,355 -7,323 (43.91) 110,158
ISHARES TR 20+ YR TR BD ETF 9,091 -1,002 (9.92) 70,437
SCHLUMBERGER LTD COM 7,220 -294 (3.91) 78,810
MICROSOFT CORP COM 7,216 -573 (7.36) 150,748
CISCO SYS INC COM 7,160 -445 (5.86) 248,453
EXPRESS SCRIPTS HLDG CO COM 6,973 -93 (1.32) 79,834
GILEAD SCIENCES INC COM 6,673 -373 (5.3) 64,357
VERIZON COMMUNICATIONS INC COM 5,754 -751 (11.55) 115,015
SPDR INDEX SHS FDS DJ GLB RL ES ETF 5,749 -574 (9.08) 115,741
ACTAVIS PLC SHS 5,509 -75 (1.34) 18,647
QUALCOMM INC COM 5,393 -1,174 (17.87) 79,031
CONOCOPHILLIPS COM 5,340 -746 (12.27) 79,094
JOHNSON & JOHNSON COM 5,281 -1,220 (18.76) 52,242
JPMORGAN CHASE & CO COM 5,090 -317 (5.86) 81,305
CORNING INC COM 4,607 -4 (0.09) 204,564
CHEVRON CORP NEW COM 4,548 -23 (0.5) 41,395


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