FDX ADVISORS, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,057
New Positions 75
Increased Positions 568
Decreased Positions 482
Positions with Activity 1,050
Sold Out Positions 109
Total Mkt Value (in $ millions) 1,607

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

Sector Weighting

Basic Materials 2.66%
Capital Goods 2.85%
Conglomerates 0.08%
Consumer Cyclical 2.75%
Consumer/Non-Cyclical 3.99%
Energy 3.78%
Financial 50.1%
Healthcare 6.87%
Services 10.15%
Technology 9.52%
Transportation 1.9%
Utilities 0.8%

1,057 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,552 238 5.51 30,716
AMPHENOL CORP NEW CL A 4,545 2,063 83.13 85,778
GENERAL DYNAMICS CORP COM 4,466 32 .72 30,899
STARBUCKS CORP COM 4,430 423 10.55 55,585
CORNING INC COM 4,314 -40 (0.93) 204,752
NEWMARKET CORP COM 4,305 145 3.47 10,843
NOVARTIS A G SPONSORED ADR 4,268 -1,347 (23.99) 44,666
INTERNATIONAL BUSINESS MACHS COM 4,203 1,156 37.96 25,955
DANAHER CORP DEL COM 4,149 331 8.66 49,717
MASTERCARD INC CL A 4,116 -377 (8.39) 47,546
BLACKROCK INC COM 4,105 7 .17 11,480
ISHARES TR NA NAT RES 4,076 89 2.24 97,547
BRISTOL MYERS SQUIBB CO COM 3,957 -150 (3.66) 67,219
NOVO-NORDISK A S ADR 3,952 -838 (17.49) 87,958
SPDR SERIES TRUST BRCLYS INTL ETF 3,934 1,040 35.91 69,501
E M C CORP MASS COM 3,874 318 8.93 128,952
CANADIAN NATL RY CO COM 3,744 -1,577 (29.64) 50,247
NESTLE S A SPONSORED ADR 3,742 -1,580 (29.7) 49,975
ECOLAB INC COM 3,735 236 6.74 32,833
COCA COLA CO COM 3,725 -15 (0.39) 84,107


Latest News Headlines

View All
Create your free portfolio