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मैनेजर A मैनेजर B

Wealth Enhancement Advisory Services, Llc ⇄ Truist Financial Corp

60साझा पोजीशन

51.7%नाम ओवरलैप (Jaccard)

15+केवल Wealth…

15+केवल Truist…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Wealth Enhancement… भार	Truist Financial… भार
IVV iShares Core S&P 500 ETF	6.1%	6.4%
AAPL Apple Inc.	3.1%	2.4%
NVDA NVIDIA Corporation	2.2%	2.4%
AGG iShares Core U.S.…	2.7%	0.9%
MSFT Microsoft Corporation	1.6%	1.9%
SPY State Street SPDR S&P 500…	0.7%	2.7%
GOVT iShares U.S. Treasury…	1.0%	2.1%
AMZN Amazon.com, Inc.	1.3%	1.2%
GOOGL Alphabet Inc.	1.2%	1.1%
IEFA iShares Core MSCI EAFE ETF	0.3%	1.9%
GOOG Alphabet Inc.	0.6%	1.6%
VOO Vanguard S&P 500 ETF	0.7%	1.4%
AVGO Broadcom Inc.	0.6%	1.3%
JPM JPMorgan Chase & Co.	0.7%	1.2%
IEMG iShares Core MSCI…	0.2%	1.5%
VWO Vanguard FTSE Emerging…	1.5%	0.1%
KO The Coca-Cola Company	0.2%	1.4%
IWF iShares Russell 1000…	0.3%	1.2%
FNDF Schwab Fundamental…	1.4%	0.0%
USVM VictoryShares US Small…	1.4%	0.0%
LRCX Lam Research Corporation	0.5%	0.9%
AVLV Avantis U.S. Large Cap…	1.4%	0.0%
JNJ Johnson & Johnson	0.7%	0.7%
IJR iShares Core S&P…	0.4%	1.0%
QQQ Invesco QQQ Trust, Series…	0.5%	0.9%
XLK State Street Technology…	0.1%	1.1%
IJH iShares Core S&P Mid-Cap…	0.2%	1.0%
IMTM iShares MSCI Intl…	1.2%	0.0%
MU Micron Technology, Inc.	1.0%	0.2%
VTV Vanguard Morningstar…	0.5%	0.6%
VUG Vanguard Morningstar…	0.4%	0.7%
CSCO Cisco Systems, Inc.	0.4%	0.7%
META Meta Platforms, Inc.	0.4%	0.6%
V Visa Inc.	0.3%	0.6%
ABBV AbbVie Inc.	0.2%	0.8%
WMT Walmart Inc.	0.4%	0.5%
BRK-B Berkshire Hathaway Inc.	0.6%	0.4%
SPHQ Invesco S&P 500 Quality…	0.9%	0.1%
LLY Eli Lilly and Company	0.3%	0.6%
KLAC KLA Corporation	0.1%	0.8%
RSP Invesco S&P 500 Equal…	0.1%	0.7%
IWD iShares Russell 1000…	0.2%	0.6%
USMV iShares MSCI USA Min Vol…	0.8%	0.0%
AVDE Avantis International…	0.8%	0.0%
XONA.DE Exxon Mobil Corporation	0.5%	0.3%
VTI Vanguard Morningstar…	0.4%	0.4%
AMAT Applied Materials, Inc.	0.5%	0.3%
VIG Vanguard Dividend…	0.5%	0.2%
ADI Analog Devices, Inc.	0.1%	0.6%
PM Philip Morris…	0.1%	0.6%
RTX RTX Corporation	0.2%	0.5%
MBB iShares MBS ETF	0.1%	0.6%
EFA iShares MSCI EAFE ETF	0.1%	0.6%
XLF State Street Financial…	0.0%	0.7%
MRK Merck & Co., Inc.	0.3%	0.4%
TSLA Tesla, Inc.	0.2%	0.4%
IWR iShares Russell Mid-Cap…	0.1%	0.5%
VEA Vanguard FTSE Developed…	0.3%	0.4%
USIG iShares Broad USD…	0.0%	0.6%
HD The Home Depot, Inc.	0.2%	0.4%

विशिष्ट रूप से Wealth Enhancement…

SMTH ALPS Funds Smith Core…	2.1%
JMOM JPMorgan U.S.…	1.4%
UYLD Angel Oak Ultrashort…	0.8%
FLIA	0.4%
AUSF	0.2%
BRIF	0.2%
NBCM	0.2%
TXUE	0.1%
SCHR Schwab…	0.1%
FTMS	0.1%
ENDW	0.1%
ONOF	0.1%
HDEF Xtrackers MSCI EAFE…	0.1%
MGNR	0.1%
DWAS	0.1%

विशिष्ट रूप से Truist Financial Corp

UBND	0.0%
FPEI First Trust…	0.0%
EMEQ	0.0%
FTXL First Trust Nasdaq…	0.0%
CATH	0.0%
MGOV	0.0%
FSIG First Trust Limited…	0.0%
CRD-A	0.0%
VCEB	0.0%
AVIG	0.0%
FSCC	0.0%
VCRM	0.0%
ONT Onterris, Inc.	0.0%
AVNM	0.0%
IWX iShares Russell Top…	0.0%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली