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Ameriprise Financial Inc

Minneapolis, MN · CIK 820027 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$494.69BValor reportado no 13F
11,508Posições
19.7%Peso do top-10
152.00Participações efetivas
6.2%Rotatividade est.
+189Novo
−147Saídas

O valor reportado do portfólio 13F abrange apenas posições compradas reportáveis nos EUA — não inclui caixa, títulos, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.

Valor reportado por trimestre Q4 2025 → Q2 2026
Exposição setorial
Serviços Financeiros 31.3% (-0.4pp)
Tecnologia 28.5% (+4.0pp)
Indústria 8.6% (+0.3pp)
Saúde 7.8% (-0.3pp)
Consumo Cíclico 6.2% (-0.5pp)
Serviços de Comunicação 5.9% (-0.6pp)
Consumo Defensivo 3.4% (-0.6pp)
Energia 2.9% (-1.2pp)
Utilidades 2.2% (-0.3pp)
Materiais Básicos 1.7% (-0.1pp)
Imóveis 1.6% (-0.1pp)

Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.

O portfólio · Q2 2026
#Valor mobiliárioPesoValorAçõesΔ açõesDetido
1 NVDA NVIDIA Corporation 3.7% $12.84B 64.15M -0.3% ▼ Trim 3+
2 AAPL Apple Inc. 3.0% $10.57B 36.52M +10.6% ▲ Add 3+
3 GOOGL Alphabet Inc. 2.3% $7.99B 22.35M -2.6% ▼ Trim 3+
4 MSFT Microsoft Corporation 2.2% $7.42B 19.90M -6.8% ▼ Trim 3+
5 AVGO Broadcom Inc. 2.0% $7.28B 19.26M +0.5% ▲ Add 3+
6 LRCX Lam Research Corporation 1.5% $6.67B 15.41M -16.6% ▼ Trim 3+
7 BE Bloom Energy Corporation 1.1% $5.18B 17.13M -20.8% ▼ Trim 3+
8 IVV iShares Core S&P 500 ETF 1.1% $4.69B 6.26M +15.1% ▲ Add 3+
9 AMZN Amazon.com, Inc. 1.5% $4.63B 19.42M -6.2% ▼ Trim 3+
10 JPM JPMorgan Chase & Co. 1.1% $4.08B 12.46M +1.3% ▲ Add 3+
11 MU Micron Technology, Inc. 1.0% $3.67B 3.18M +31.9% ▲ Add 3+
12 META Meta Platforms, Inc. 0.9% $3.29B 5.84M +1.1% ▲ Add 3+
13 AMAT Applied Materials, Inc. 0.9% $3.14B 4.35M -28.5% ▼ Trim 3+
14 V Visa Inc. 0.9% $3.03B 8.82M +12.2% ▲ Add 3+
15 CSCO Cisco Systems, Inc. 0.7% $3.02B 25.68M -11.1% ▼ Trim 3+
16 GOOG Alphabet Inc. 0.8% $2.82B 7.99M -10.2% ▼ Trim 3+
17 QQQ Invesco QQQ Trust, Series 1 0.6% $2.78B 3.77M +0.1% ▲ Add 3+
18 BAC Bank of America Corporation 0.7% $2.77B 48.55M +0.5% ▲ Add 3+
19 JNJ Johnson & Johnson 0.7% $2.75B 10.84M -2.7% ▼ Trim 3+
20 CVX Chevron Corporation 0.7% $2.67B 16.10M +14.9% ▲ Add 3+
21 AAPL Apple Inc. 3.0% $2.51B 8.66M +10.6% ▲ Add 3+
22 VTV Vanguard Morningstar Value… 0.5% $2.48B 11.33M -0.2% ▼ Trim 3+
23 MS Morgan Stanley 0.6% $2.42B 11.59M +1.3% ▲ Add 3+
24 ABBV AbbVie Inc. 0.6% $2.30B 9.14M +4.1% ▲ Add 3+
25 VOO Vanguard S&P 500 ETF 0.6% $2.26B 3.30M +18.5% ▲ Add 3+
26 MRVL Marvell Technology, Inc. 0.5% $2.26B 7.60M -56.4% ▼ Trim 3+
27 NVDA NVIDIA Corporation 3.7% $2.19B 11.04M -0.3% ▼ Trim 3+
28 SPY State Street SPDR S&P 500… 0.4% $2.08B 2.79M +1.4% ▲ Add 3+
29 VUG Vanguard Morningstar Growth… 0.4% $2.03B 23.59M -1.8% ▼ Trim 3+
30 LLY Eli Lilly and Company 0.7% $1.96B 1.63M +0.4% ▲ Add 3+
31 WMT Walmart Inc. 0.6% $1.91B 16.88M -0.7% ▼ Trim 3+
32 MSFT Microsoft Corporation 2.2% $1.89B 5.07M -6.8% ▼ Trim 3+
33 NVDA NVIDIA Corporation 3.7% $1.87B 9.35M -0.3% ▼ Trim 3+
34 WDC Western Digital Corporation 0.4% $1.86B 2.91M -41.2% ▼ Trim 3+
35 XLK State Street Technology… 0.4% $1.85B 9.70M +1.6% ▲ Add 3+
36 BNY Bank of New York Mellon Corp 0.4% $1.85B 12.77M +0.2% ▲ Add 3+
37 KLAC KLA Corporation 0.4% $1.84B 6.11M -18.7% ▼ Trim 3+
38 IWD iShares Russell 1000 Value… 0.4% $1.81B 7.47M +625.2% ▲ Add 3+
39 GOOGL Alphabet Inc. 2.3% $1.80B 5.04M -2.6% ▼ Trim 3+
40 IEF iShares 7-10 Year Treasury… 0.4% $1.78B 18.48M +0.1% ▲ Add 3+
41 PG The Procter & Gamble Company 0.4% $1.69B 11.55M -5.2% ▼ Trim 3+
42 ANET Arista Networks, Inc. 0.4% $1.69B 9.97M +27.6% ▲ Add 3+
43 CB Chubb Limited 0.4% $1.63B 4.79M +1.0% ▲ Add 3+
44 AMZN Amazon.com, Inc. 1.5% $1.62B 6.79M -6.2% ▼ Trim 3+
45 ADI Analog Devices, Inc. 0.4% $1.61B 4.06M -15.3% ▼ Trim 3+
46 WFC Wells Fargo & Company 0.4% $1.53B 18.56M -7.1% ▼ Trim 3+
47 AVGO Broadcom Inc. 2.0% $1.52B 4.03M +0.5% ▲ Add 3+
48 MRK Merck & Co., Inc. 0.5% $1.52B 11.85M +6.9% ▲ Add 3+
49 PANW Palo Alto Networks, Inc. 0.5% $1.47B 4.32M +1.0% ▲ Add 3+
50 PH Parker-Hannifin Corporation 0.3% $1.45B 1.48M -3.5% ▼ Trim 3+
51 UNH UnitedHealth Group… 0.4% $1.41B 3.38M +28.9% ▲ Add 3+
52 XONA.DE Exxon Mobil Corporation 0.4% $1.40B 10.28M -23.8% ▼ Trim 3+
53 MO Altria Group, Inc. 0.3% $1.39B 19.36M +2.5% ▲ Add 3+
54 PM Philip Morris International… 0.3% $1.39B 7.69M +8.5% ▲ Add 3+
55 TSM Taiwan Semiconductor… 0.5% $1.36B 2.85M +11.3% ▲ Add 3+
56 TXN Texas Instruments… 0.4% $1.35B 4.55M -0.6% ▼ Trim 3+
57 BMY Bristol-Myers Squibb Company 0.3% $1.31B 22.71M +0.8% ▲ Add 3+
58 MBB iShares MBS ETF 0.3% $1.29B 13.65M +3.8% ▲ Add 3+
59 SPYG State Street SPDR Portfolio… 0.3% $1.28B 10.75M +5.4% ▲ Add 3+
60 GD General Dynamics Corporation 0.3% $1.26B 3.57M -9.6% ▼ Trim 3+
61 TJX The TJX Companies, Inc. 0.4% $1.24B 8.20M +10.0% ▲ Add 3+
62 NVDA NVIDIA Corporation 3.7% $1.24B 6.21M -0.3% ▼ Trim 3+
63 TSLA Tesla, Inc. 0.3% $1.22B 2.90M -8.1% ▼ Trim 3+
64 TER Teradyne, Inc. 0.3% $1.22B 2.52M -4.4% ▼ Trim 3+
65 EBAY eBay Inc. 0.3% $1.21B 10.79M -22.6% ▼ Trim 3+
66 MA Mastercard Incorporated 0.5% $1.20B 2.34M +11.4% ▲ Add 3+
67 DIS The Walt Disney Company 0.3% $1.17B 12.17M -0.7% ▼ Trim 3+
68 ETR Entergy Corporation 0.3% $1.16B 10.12M +17.2% ▲ Add 3+
69 COP ConocoPhillips 0.3% $1.16B 11.17M -10.6% ▼ Trim 3+
70 JPM JPMorgan Chase & Co. 1.1% $1.16B 3.53M +1.3% ▲ Add 3+
71 C Citigroup Inc. 0.3% $1.16B 8.29M -9.9% ▼ Trim 3+
72 IDEV iShares Core MSCI… 0.2% $1.14B 12.73M -2.9% ▼ Trim 3+
73 AMD Advanced Micro Devices, Inc. 0.4% $1.12B 1.93M -0.7% ▼ Trim 3+
74 HD The Home Depot, Inc. 0.4% $1.12B 3.17M +1.9% ▲ Add 3+
75 DYNF iShares U.S. Equity Factor… 0.2% $1.10B 16.20M +1.2% ▲ Add 3+
76 CSX CSX Corporation 0.2% $1.09B 22.94M -3.1% ▼ Trim 3+
77 IVW iShares S&P 500 Growth ETF 0.2% $1.09B 7.92M 0.0% ▼ Trim 3+
78 IBM International Business… 0.3% $1.09B 3.87M +0.3% ▲ Add 3+
79 IEFA iShares Core MSCI EAFE ETF 0.3% $1.09B 11.25M -2.6% ▼ Trim 3+
80 VLO Valero Energy Corporation 0.3% $1.06B 4.07M -20.1% ▼ Trim 3+
81 EQIX Equinix, Inc. 0.2% $1.06B 1.02M -0.2% ▼ Trim 3+
82 VEA Vanguard FTSE Developed… 0.2% $1.04B 14.64M +10.4% ▲ Add 3+
83 LIN Linde plc 0.4% $1.03B 1.99M +2.7% ▲ Add 3+
84 IWY iShares Russell Top 200… 0.2% $1.02B 3.52M -0.4% ▼ Trim 3+
85 QUAL iShares MSCI USA Quality… 0.2% $1.02B 4.89M -9.6% ▼ Trim 3+
86 QCOM QUALCOMM Incorporated 0.3% $1.01B 5.47M +22.3% ▲ Add 3+
87 AGG iShares Core U.S. Aggregate… 0.3% $1.00B 10.15M +1.9% ▲ Add 3+
88 VO Vanguard Morningstar… 0.2% $993.62M 12.33M -3.6% ▼ Trim 3+
89 GOOGL Alphabet Inc. 2.3% $992.99M 2.78M -2.6% ▼ Trim 3+
90 TEL TE Connectivity plc 0.3% $988.93M 4.90M -26.6% ▼ Trim 3+
91 KO The Coca-Cola Company 0.3% $969.95M 11.93M +0.3% ▲ Add 3+
92 GDDY GoDaddy Inc. 0.2% $949.24M 11.18M +91.5% ▲ Add 3+
93 CRM Salesforce, Inc. 0.2% $937.53M 5.98M -14.4% ▼ Trim 3+
94 QQQM Invesco NASDAQ 100 ETF 0.2% $935.32M 3.09M +12.3% ▲ Add 3+
95 VRTX Vertex Pharmaceuticals… 0.3% $933.48M 1.88M -1.1% ▼ Trim 3+
96 PNC The PNC Financial Services… 0.2% $930.65M 3.78M +1.4% ▲ Add 3+
97 BRK-B Berkshire Hathaway Inc. 0.3% $919.72M 1.84M -10.6% ▼ Trim 3+
98 AMAT Applied Materials, Inc. 0.9% $916.57M 1.27M -28.5% ▼ Trim 3+
99 BA The Boeing Company 0.2% $914.66M 4.22M -7.1% ▼ Trim 3+
100 BLK BlackRock, Inc. 0.2% $912.15M 948.37K -28.3% ▼ Trim 3+
101 UNP Union Pacific Corporation 0.3% $909.49M 3.34M -10.4% ▼ Trim 3+
102 V Visa Inc. 0.9% $895.05M 2.58M +12.2% ▲ Add 3+
103 SYNA Synaptics Incorporated 0.2% $890.03M 7.16M -0.9% ▼ Trim 3+
104 PINS Pinterest, Inc. 0.2% $886.22M 42.13M +141.4% ▲ Add 3+
105 ITW Illinois Tool Works Inc. 0.2% $884.46M 3.27M +41.7% ▲ Add 3+
106 MCD McDonald's Corporation 0.2% $881.59M 3.26M -2.3% ▼ Trim 3+
107 SCHW The Charles Schwab… 0.2% $873.31M 9.46M +42.8% ▲ Add 3+
108 CME CME Group Inc. 0.2% $847.73M 3.84M +16.8% ▲ Add 3+
109 LYFT Lyft, Inc. 0.2% $844.22M 57.78M +68.1% ▲ Add 3+
110 GPN Global Payments Inc. 0.2% $842.84M 11.61M +55.6% ▲ Add 3+
111 WM Waste Management, Inc. 0.3% $841.21M 3.77M -4.6% ▼ Trim 3+
112 APH Amphenol Corporation 0.2% $836.55M 4.74M +203.6% ▲ Add 3+
113 TT Trane Technologies plc 0.2% $829.70M 1.69M -7.2% ▼ Trim 3+
114 SNPS Synopsys, Inc. 0.2% $824.86M 1.85M +60.1% ▲ Add 3+
115 AEP American Electric Power… 0.3% $824.14M 6.02M +7.2% ▲ Add 3+
116 SPHQ Invesco S&P 500 Quality ETF 0.2% $820.40M 9.10M +3.4% ▲ Add 3+
117 MSI Motorola Solutions, Inc. 0.2% $808.02M 1.95M +12.1% ▲ Add 3+
118 DBEF Xtrackers MSCI EAFE Hedged… 0.2% $804.74M 14.73M +2.1% ▲ Add 3+
119 AAPL Apple Inc. 3.0% $803.96M 2.78M +10.6% ▲ Add 3+
120 TSM Taiwan Semiconductor… 0.5% $803.26M 1.67M +11.3% ▲ Add 3+
121 NXPI NXP Semiconductors N.V. 0.2% $792.76M 2.82M +28.9% ▲ Add 3+
122 CNC Centene Corp. 0.2% $788.93M 12.28M +22.6% ▲ Add 3+
123 AVDE Avantis International… 0.2% $785.99M 8.81M +17.7% ▲ Add 3+
124 SO The Southern Company 0.2% $785.55M 8.21M +1.4% ▲ Add 3+
125 HPE Hewlett Packard Enterprise… 0.2% $776.56M 17.22M -10.3% ▼ Trim 3+
126 GILD Gilead Sciences, Inc. 0.2% $773.71M 6.12M +4.5% ▲ Add 3+
127 CVS CVS Health Corp. 0.2% $761.36M 7.36M -11.3% ▼ Trim 3+
128 RDVY First Trust Rising Dividend… 0.2% $758.53M 9.36M +0.6% ▲ Add 3+
129 T AT&T Inc. 0.2% $757.57M 36.60M -19.6% ▼ Trim 3+
130 AZN AstraZeneca PLC 0.2% $754.81M 3.99M +6.1% ▲ Add 3+
131 CRUX Columbia Core Bond ETF 0.2% $746.27M 24.89M +5.5% ▲ Add 2
132 AMZN Amazon.com, Inc. 1.5% $745.64M 3.13M -6.2% ▼ Trim 3+
133 EOG EOG Resources, Inc. 0.2% $744.82M 5.74M -12.2% ▼ Trim 3+
134 VWO Vanguard FTSE Emerging… 0.2% $740.07M 12.30M -3.5% ▼ Trim 3+
135 VOO Vanguard S&P 500 ETF 0.6% $738.97M 1.08M +18.5% ▲ Add 3+
136 MSFT Microsoft Corporation 2.2% $735.92M 1.97M -6.8% ▼ Trim 3+
137 META Meta Platforms, Inc. 0.9% $731.09M 1.29M +1.1% ▲ Add 3+
138 USIG iShares Broad USD… 0.1% $727.77M 14.21M -21.1% ▼ Trim 3+
139 LLY Eli Lilly and Company 0.7% $723.12M 601.13K +0.4% ▲ Add 3+
140 VTI Vanguard Morningstar Total… 0.1% $722.79M 1.95M +3.7% ▲ Add 3+
141 COST Costco Wholesale Corporation 0.3% $720.77M 771.21K -7.4% ▼ Trim 3+
142 IWF iShares Russell 1000 Growth… 0.2% $720.58M 5.80M -0.1% ▼ Trim 3+
143 DTE DTE Energy Company 0.2% $715.15M 4.69M -2.5% ▼ Trim 3+
144 IVV iShares Core S&P 500 ETF 1.1% $708.24M 945.73K +15.1% ▲ Add 3+
145 GLW Corning Inc 0.2% $705.28M 2.77M -33.6% ▼ Trim 3+
146 ETN Eaton Corporation plc 0.2% $697.05M 1.64M -7.8% ▼ Trim 3+
147 AAPL Apple Inc. 3.0% $688.50M 2.38M +10.6% ▲ Add 3+
148 MTCH Match Group, Inc. 0.1% $686.39M 18.04M +44.7% ▲ Add 3+
149 RSP Invesco S&P 500 Equal… 0.1% $684.09M 3.22M -14.8% ▼ Trim 3+
150 CI Cigna Corporation 0.1% $683.42M 2.48M -6.3% ▼ Trim 3+
151 GS The Goldman Sachs Group… 0.3% $677.85M 666.72K -10.3% ▼ Trim 3+
152 NTAP NetApp, Inc. 0.1% $668.76M 4.32M -22.1% ▼ Trim 3+
153 HON Honeywell International Inc. 0.2% $661.97M 2.96M +11.7% ▲ Add 3+
154 SNDK Sandisk Corporation 0.2% $660.78M 290.64K +183.1% ▲ Add 3+
155 HONA Honeywell Aerospace Inc 0.1% $653.69M 2.96M Novo New 1
156 CMCSA Comcast Corporation 0.2% $653.65M 26.63M -24.8% ▼ Trim 3+
157 IVE iShares S&P 500 Value ETF 0.1% $652.91M 2.88M -3.7% ▼ Trim 3+
158 AVGO Broadcom Inc. 2.0% $652.38M 1.73M +0.5% ▲ Add 3+
159 ORCL Oracle Corporation 0.2% $651.88M 4.45M -3.2% ▼ Trim 3+
160 WT WisdomTree, Inc. 0.3% $649.34M 6.79M +3.2% ▲ Add 3+
161 GEN Gen Digital Inc. 0.1% $643.32M 25.84M +39.0% ▲ Add 3+
162 IEMG iShares Core MSCI Emerging… 0.1% $634.32M 7.65M -2.9% ▼ Trim 3+
163 WMT Walmart Inc. 0.6% $629.27M 5.56M -0.7% ▼ Trim 3+
164 AEE Ameren Corporation 0.1% $626.94M 5.55M -5.4% ▼ Trim 3+
165 MRSH Marsh & McLennan Companies… 0.2% $626.74M 3.76M +0.8% ▲ Add 3+
166 WELL Welltower Inc. 0.2% $624.83M 2.75M 0.0% ▼ Trim 3+
167 RECS Columbia Research Enhanced… 0.1% $624.60M 14.43M -1.4% ▼ Trim 3+
168 IJH iShares Core S&P Mid-Cap ETF 0.1% $624.23M 8.09M -5.4% ▼ Trim 3+
169 MDT Medtronic plc 0.2% $615.94M 7.87M -3.5% ▼ Trim 3+
170 VB Vanguard Morningstar… 0.1% $615.38M 2.03M -7.2% ▼ Trim 3+
171 WM Waste Management, Inc. 0.3% $611.92M 2.73M -4.6% ▼ Trim 3+
172 MA Mastercard Incorporated 0.5% $611.90M 1.19M +11.4% ▲ Add 3+
173 XYZ Block, Inc. 0.1% $601.58M 7.92M +23.2% ▲ Add 3+
174 EMR Emerson Electric Co. 0.2% $600.60M 4.20M +4.5% ▲ Add 3+
175 IUSB iShares Core Universal USD… 0.1% $599.07M 12.99M +12.9% ▲ Add 3+
176 PCG PG&E Corporation 0.1% $598.54M 35.60M +5.0% ▲ Add 3+
177 RTX RTX Corporation 0.2% $596.32M 3.14M +7.7% ▲ Add 3+
178 AVEM Avantis Emerging Markets… 0.1% $591.68M 6.14M +17.6% ▲ Add 3+
179 PANW Palo Alto Networks, Inc. 0.5% $589.14M 1.70M +1.0% ▲ Add 3+
180 TTWO Take-Two Interactive… 0.2% $584.92M 2.34M +58.1% ▲ Add 3+
181 VYM Vanguard High Dividend… 0.1% $582.91M 3.69M +1.3% ▲ Add 3+
182 TRMB Trimble Inc. 0.1% $580.74M 11.35M +418.4% ▲ Add 3+
183 CRWD CrowdStrike Holdings, Inc. 0.2% $579.09M 761.64K +12.5% ▲ Add 3+
184 VGT Vanguard Information… 0.1% $575.44M 4.81M -8.0% ▼ Trim 3+
185 PEP PepsiCo, Inc. 0.2% $568.78M 4.20M -27.6% ▼ Trim 3+
186 IJR iShares Core S&P Small-Cap… 0.1% $568.59M 3.83M -6.1% ▼ Trim 3+
187 LLY Eli Lilly and Company 0.7% $564.86M 470.94K +0.4% ▲ Add 3+
188 AXP American Express Company 0.2% $563.90M 1.67M -25.5% ▼ Trim 3+
189 GS The Goldman Sachs Group… 0.3% $559.94M 553.64K -10.3% ▼ Trim 3+
190 GLD SPDR Gold Shares 0.1% $559.56M 1.51M -0.4% ▼ Trim 3+
191 NFLX Netflix, Inc. 0.2% $552.29M 7.73M -23.4% ▼ Trim 3+
192 MU Micron Technology, Inc. 1.0% $549.26M 475.92K +31.9% ▲ Add 3+
193 IQLT iShares MSCI Intl Quality… 0.1% $547.76M 11.05M +193.5% ▲ Add 3+
194 ABT Abbott Laboratories 0.2% $547.73M 6.04M -24.2% ▼ Trim 3+
195 LUV Southwest Airlines Co. 0.1% $547.42M 10.65M +7.9% ▲ Add 3+
196 VZ Verizon Communications Inc. 0.1% $541.38M 12.79M -37.9% ▼ Trim 3+
197 XLF State Street Financial… 0.1% $540.98M 10.07M +12.3% ▲ Add 3+
198 TJX The TJX Companies, Inc. 0.4% $540.55M 3.56M +10.0% ▲ Add 3+
199 SCHG Schwab U.S. Large-Cap… 0.1% $540.33M 15.96M -2.5% ▼ Trim 3+
200 VIG Vanguard Dividend… 0.1% $539.99M 2.28M -6.0% ▼ Trim 3+
201 SPYM State Street SPDR Portfolio… 0.1% $537.53M 6.12M +19.8% ▲ Add 3+
202 MRK Merck & Co., Inc. 0.5% $535.52M 4.16M +6.9% ▲ Add 3+
203 AEIS Advanced Energy Industries… 0.1% $533.06M 1.43M +19.0% ▲ Add 3+
204 TENB Tenable Holdings, Inc. 0.1% $523.33M 14.19M +79.2% ▲ Add 3+
205 IGSB iShares 1-5 Year Investment… 0.1% $521.31M 9.96M -4.1% ▼ Trim 3+
206 TPR Tapestry, Inc. 0.1% $521.08M 3.56M -3.9% ▼ Trim 3+
207 FCX Freeport-McMoRan Inc. 0.1% $518.80M 8.26M -7.3% ▼ Trim 3+
208 DGRO iShares Core Dividend… 0.1% $515.05M 6.79M -0.2% ▼ Trim 3+
209 CAT Caterpillar Inc. 0.2% $511.85M 481.26K -4.2% ▼ Trim 3+
210 FMDE Fidelity Enhanced Mid Cap… 0.1% $509.55M 12.56M +3.1% ▲ Add 3+
211 IAU iShares Gold Trust 0.1% $508.44M 6.77M -3.0% ▼ Trim 3+
212 SHY iShares 1-3 Year Treasury… 0.1% $508.03M 6.13M -3.9% ▼ Trim 3+
213 SMTC Semtech Corporation 0.1% $507.81M 3.14M -53.7% ▼ Trim 3+
214 LOW Lowe's Companies, Inc. 0.1% $503.90M 2.28M -1.7% ▼ Trim 3+
215 ON ON Semiconductor Corporation 0.1% $500.06M 5.29M -12.7% ▼ Trim 3+
216 ADP Automatic Data Processing… 0.1% $492.72M 2.20M -5.7% ▼ Trim 3+
217 HD The Home Depot, Inc. 0.4% $490.77M 1.39M +1.9% ▲ Add 3+
218 NOW ServiceNow, Inc. 0.1% $490.15M 4.94M +27.9% ▲ Add 3+
219 BAI iShares A.I. Innovation and… 0.1% $484.92M 9.20M -2.5% ▼ Trim 3+
220 INSM Insmed Incorporated 0.1% $483.86M 4.54M +102.1% ▲ Add 3+
221 GOOG Alphabet Inc. 0.8% $476.77M 1.35M -10.2% ▼ Trim 3+
222 AMD Advanced Micro Devices, Inc. 0.4% $473.54M 813.76K -0.7% ▼ Trim 3+
223 RWL Invesco S&P 500 Revenue ETF 0.1% $473.48M 3.71M -5.8% ▼ Trim 3+
224 XONA.DE Exxon Mobil Corporation 0.4% $470.04M 3.45M -23.8% ▼ Trim 3+
225 GEV GE Vernova Inc. 0.1% $469.99M 400.05K +10.3% ▲ Add 3+
226 NEE NextEra Energy, Inc. 0.2% $469.73M 5.35M +11.3% ▲ Add 3+
227 SCHO Schwab Short-Term U.S.… 0.1% $468.49M 19.52M +26.8% ▲ Add 3+
228 AMGN Amgen Inc. 0.1% $468.35M 1.29M -6.2% ▼ Trim 3+
229 AGG iShares Core U.S. Aggregate… 0.3% $467.36M 4.72M +1.9% ▲ Add 3+
230 WEC WEC Energy Group, Inc. 0.1% $465.83M 3.99M +2.7% ▲ Add 3+
231 VXUS Vanguard Total… 0.1% $463.26M 5.42M +10.9% ▲ Add 3+
232 SPYV State Street SPDR Portfolio… 0.1% $457.24M 7.52M +3.8% ▲ Add 3+
233 STZ Constellation Brands, Inc. 0.1% $456.86M 3.29M +1.6% ▲ Add 3+
234 MTUM iShares MSCI USA Momentum… 0.1% $456.59M 1.33M -2.5% ▼ Trim 3+
235 LHX L3Harris Technologies, Inc. 0.1% $453.38M 1.56M -12.7% ▼ Trim 3+
236 DELL Dell Technologies Inc. 0.1% $452.75M 1.05M -42.5% ▼ Trim 3+
237 MSFT Microsoft Corporation 2.2% $452.43M 1.21M -6.8% ▼ Trim 3+
238 MPC Marathon Petroleum… 0.1% $451.09M 1.76M -8.7% ▼ Trim 3+
239 NOC Northrop Grumman Corporation 0.1% $448.76M 880.85K +2.9% ▲ Add 3+
240 LIN Linde plc 0.4% $445.06M 857.63K +2.7% ▲ Add 3+
241 XLI State Street Industrial… 0.1% $444.55M 2.40M -4.6% ▼ Trim 3+
242 TMUS T-Mobile US, Inc. 0.1% $444.39M 2.65M +1.4% ▲ Add 3+
243 MA Mastercard Incorporated 0.5% $439.14M 854.86K +11.4% ▲ Add 3+
244 ROST Ross Stores, Inc. 0.1% $438.46M 2.06M +22.8% ▲ Add 3+
245 EXPE Expedia Group, Inc. 0.1% $438.18M 1.71M +9.3% ▲ Add 3+
246 GLW Corning Inc 0.2% $435.93M 1.69M -33.6% ▼ Trim 3+
247 VONG Vanguard Russell 1000… 0.1% $435.47M 3.40M -11.7% ▼ Trim 3+
248 AEP American Electric Power… 0.3% $432.90M 3.15M +7.2% ▲ Add 3+
249 GOOGL Alphabet Inc. 2.3% $430.62M 1.20M -2.6% ▼ Trim 3+
250 EPAM EPAM Systems, Inc. 0.1% $429.74M 5.41M +44.3% ▲ Add 3+
251 SJNK State Street SPDR Bloomberg… 0.1% $429.46M 17.19M -1.8% ▼ Trim 3+
252 IWM iShares Russell 2000 ETF 0.1% $429.09M 1.43M -1.7% ▼ Trim 3+
253 SYK Stryker Corporation 0.2% $428.76M 1.36M +132.6% ▲ Add 3+
254 PRF Invesco RAFI US 1000 ETF 0.1% $428.38M 7.90M +4.2% ▲ Add 3+
255 SBUX Starbucks Corporation 0.1% $426.21M 4.17M +7.1% ▲ Add 3+
256 KEYS Keysight Technologies, Inc. 0.1% $425.11M 1.21M +3.8% ▲ Add 3+
257 ADEA Adeia Inc. 0.1% $423.61M 12.87M -5.8% ▼ Trim 3+
258 AVLV Avantis U.S. Large Cap… 0.1% $423.00M 4.62M +19.5% ▲ Add 3+
259 LQD iShares iBoxx $ Investment… 0.1% $422.02M 3.87M -36.4% ▼ Trim 3+
260 ABNB Airbnb, Inc. 0.1% $421.50M 2.94M +50.8% ▲ Add 3+
261 USB U.S. Bancorp 0.1% $419.63M 6.95M -1.0% ▼ Trim 3+
262 JBND JPMorgan Active Bond ETF 0.1% $419.52M 7.84M +35.2% ▲ Add 3+
263 XLV State Street Health Care… 0.1% $419.35M 2.64M -2.7% ▼ Trim 3+
264 CAT Caterpillar Inc. 0.2% $418.82M 392.59K -4.2% ▼ Trim 3+
265 ALL The Allstate Corporation 0.1% $409.72M 1.72M -2.5% ▼ Trim 3+
266 AMT American Tower Corporation 0.1% $402.28M 2.46M -9.2% ▼ Trim 3+
267 EMXC iShares MSCI Emerging… 0.1% $400.64M 3.87M -1.9% ▼ Trim 3+
268 MGV Vanguard Morningstar Mega… 0.1% $400.43M 2.45M +8.0% ▲ Add 3+
269 XLE State Street Energy Select… 0.1% $399.55M 7.52M +14.8% ▲ Add 3+
270 BND Vanguard Total Bond Market… 0.1% $399.50M 5.46M +1.5% ▲ Add 3+
271 NDAQ Nasdaq, Inc. 0.1% $398.88M 5.10M +0.5% ▲ Add 3+
272 BRK-B Berkshire Hathaway Inc. 0.3% $398.64M 796.62K -10.6% ▼ Trim 3+
273 JGRO JPMorgan Active Growth ETF 0.1% $395.99M 4.02M -13.8% ▼ Trim 3+
274 NEM Newmont Corporation 0.1% $394.99M 4.23M +21.2% ▲ Add 3+
275 GOOG Alphabet Inc. 0.8% $394.52M 1.12M -10.2% ▼ Trim 3+
276 DHR Danaher Corporation 0.1% $392.62M 2.06M -23.3% ▼ Trim 3+
277 CMI Cummins Inc. 0.1% $391.78M 549.32K +83.6% ▲ Add 3+
278 BINC iShares Flexible Income… 0.1% $390.82M 7.46M -7.0% ▼ Trim 3+
279 PLD Prologis, Inc. 0.2% $390.53M 2.88M -3.3% ▼ Trim 3+
280 FTNT Fortinet, Inc. 0.1% $389.98M 2.54M +73.0% ▲ Add 3+
281 PKG Packaging Corporation of… 0.1% $389.52M 1.63M +1.2% ▲ Add 3+
282 XLU State Street Utilities… 0.1% $388.16M 8.54M +22.2% ▲ Add 3+
283 AMZN Amazon.com, Inc. 1.5% $386.95M 1.62M -6.2% ▼ Trim 3+
284 AVUV Avantis U.S. Small Cap… 0.1% $385.20M 3.09M +24.7% ▲ Add 3+
285 VCIT Vanguard Intermediate-Term… 0.1% $384.38M 4.65M -23.3% ▼ Trim 3+
286 SWK Stanley Black & Decker, Inc. 0.1% $382.99M 4.07M +13.4% ▲ Add 3+
287 FESM Fidelity Enhanced Small Cap… 0.1% $382.56M 7.91M +31.2% ▲ Add 3+
288 SGOV iShares 0-3 Month Treasury… 0.1% $382.06M 3.80M +12.6% ▲ Add 3+
289 ABBV AbbVie Inc. 0.6% $380.11M 1.50M +4.1% ▲ Add 3+
290 GH Guardant Health, Inc. 0.1% $378.53M 2.52M +122.7% ▲ Add 3+
291 SPGI S&P Global Inc. 0.1% $378.08M 928.33K +7.7% ▲ Add 3+
292 FLOT iShares Floating Rate Bond… 0.1% $375.72M 7.36M +17.4% ▲ Add 3+
293 JHMM John Hancock Investments -… 0.1% $373.63M 4.99M +1.7% ▲ Add 3+
294 TMO Thermo Fisher Scientific… 0.2% $373.27M 744.43K -7.4% ▼ Trim 3+
295 COST Costco Wholesale Corporation 0.3% $372.22M 397.90K -7.4% ▼ Trim 3+
296 IWP iShares Russell Mid-Cap… 0.1% $371.07M 2.53M -2.3% ▼ Trim 3+
297 ABT Abbott Laboratories 0.2% $369.66M 4.03M -24.2% ▼ Trim 3+
298 FTI TechnipFMC plc 0.1% $367.79M 5.55M -21.8% ▼ Trim 3+
299 PLTR Palantir Technologies Inc. 0.1% $365.70M 3.13M -1.7% ▼ Trim 3+
300 FDX FedEx Corporation 0.1% $364.99M 1.17M +13.5% ▲ Add 3+
301 WIX Wix.com Ltd. 0.1% $362.97M 8.00M +22.6% ▲ Add 3+
302 VRT Vertiv Holdings Co 0.2% $360.74M 1.08M -6.8% ▼ Trim 3+
303 B Barrick Mining Corporation 0.1% $359.55M 9.79M +34.4% ▲ Add 3+
304 IEFA iShares Core MSCI EAFE ETF 0.3% $357.14M 3.70M -2.6% ▼ Trim 3+
305 NFLX Netflix, Inc. 0.2% $355.02M 5.00M -23.4% ▼ Trim 3+
306 AVGO Broadcom Inc. 2.0% $354.80M 939.26K +0.5% ▲ Add 3+
307 VCIT Vanguard Intermediate-Term… 0.1% $352.69M 4.17M -23.3% ▼ Trim 3+
308 MU Micron Technology, Inc. 1.0% $351.03M 304.11K +31.9% ▲ Add 3+
309 COF Capital One Financial… 0.1% $349.86M 1.74M -11.5% ▼ Trim 3+
310 SNOW Snowflake Inc. 0.1% $348.64M 1.37M +135.8% ▲ Add 3+
311 ITOT iShares Core S&P Total U.S.… 0.1% $346.18M 2.11M +10.6% ▲ Add 3+
312 WMB The Williams Companies, Inc. 0.1% $345.05M 4.64M -11.8% ▼ Trim 3+
313 XLC State Street Communication… 0.1% $344.44M 3.21M +12.2% ▲ Add 3+
314 MGK Vanguard Morningstar Mega… 0.1% $340.43M 3.87M -2.5% ▼ Trim 3+
315 JNJ Johnson & Johnson 0.7% $339.84M 1.34M -2.7% ▼ Trim 3+
316 JEPQ JPMorgan Nasdaq Equity… 0.1% $339.09M 5.52M +12.4% ▲ Add 3+
317 CVX Chevron Corporation 0.7% $338.50M 2.06M +14.9% ▲ Add 3+
318 VGLT Vanguard Long-Term Treasury… 0.1% $337.90M 6.26M +3.5% ▲ Add 3+
319 MSI Motorola Solutions, Inc. 0.2% $337.75M 815.62K +12.1% ▲ Add 3+
320 IWR iShares Russell Mid-Cap ETF 0.1% $336.49M 3.04M +2.0% ▲ Add 3+
321 AVY Avery Dennison Corporation 0.1% $335.91M 2.07M +20.8% ▲ Add 3+
322 IEI iShares 3-7 Year Treasury… 0.1% $335.66M 2.86M +1.4% ▲ Add 3+
323 ADBE Adobe Inc. 0.1% $335.53M 1.64M -8.6% ▼ Trim 3+
324 SCHR Schwab Intermediate-Term… 0.1% $333.49M 13.52M +1.3% ▲ Add 3+
325 ISRG Intuitive Surgical, Inc. 0.1% $332.41M 835.85K +1.3% ▲ Add 3+
326 SYK Stryker Corporation 0.2% $330.42M 1.06M +132.6% ▲ Add 3+
327 AIG American International… 0.1% $329.23M 4.41M -18.3% ▼ Trim 3+
328 CARR Carrier Global Corporation 0.1% $328.81M 4.48M +74.3% ▲ Add 3+
329 MU Micron Technology, Inc. 1.0% $326.70M 283.03K +31.9% ▲ Add 3+
330 PLD Prologis, Inc. 0.2% $326.05M 2.41M -3.3% ▼ Trim 3+
331 RCL Royal Caribbean Cruises Ltd. 0.1% $325.72M 1.03M +12.3% ▲ Add 3+
332 HLT Hilton Worldwide Holdings… 0.1% $323.75M 979.69K +2.0% ▲ Add 3+
333 SYF Synchrony Financial 0.1% $321.96M 4.23M -6.7% ▼ Trim 3+
334 DASH DoorDash, Inc. 0.1% $321.17M 1.74M +40.9% ▲ Add 3+
335 CL Colgate-Palmolive Company 0.1% $317.66M 3.46M +0.5% ▲ Add 3+
336 EVTR Eaton Vance Total Return… 0.1% $315.12M 6.21M +5.3% ▲ Add 3+
337 NCLH Norwegian Cruise Line… 0.1% $314.05M 14.89M +3143.9% ▲ Add 3+
338 COHR Coherent, Inc. 0.1% $312.26M 791.77K -19.6% ▼ Trim 3+
339 HWM Howmet Aerospace Inc. 0.1% $311.50M 1.16M +4.4% ▲ Add 3+
340 ASML ASML Holding N.V. 0.1% $310.90M 156.26K +3.6% ▲ Add 3+
341 VV Vanguard Morningstar… 0.1% $308.29M 896.60K +6.7% ▲ Add 3+
342 KO The Coca-Cola Company 0.3% $306.68M 3.77M +0.3% ▲ Add 3+
343 CRWD CrowdStrike Holdings, Inc. 0.2% $304.21M 394.58K +12.5% ▲ Add 3+
344 BND Vanguard Total Bond Market… 0.1% $299.43M 4.08M +1.5% ▲ Add 3+
345 XLY State Street Consumer… 0.1% $297.46M 2.54M +0.4% ▲ Add 3+
346 EOG EOG Resources, Inc. 0.2% $296.94M 2.30M -12.2% ▼ Trim 3+
347 BIV Vanguard Intermediate-Term… 0.1% $296.32M 3.87M -6.9% ▼ Trim 3+
348 THC Tenet Healthcare Corporation 0.1% $295.15M 1.58M +11.5% ▲ Add 3+
349 VTRS Viatris Inc. 0.1% $294.86M 18.57M -6.0% ▼ Trim 3+
350 EFV iShares MSCI EAFE Value ETF 0.1% $294.20M 3.84M -34.1% ▼ Trim 3+
351 OKTA Okta, Inc. 0.1% $293.71M 2.15M +9.7% ▲ Add 3+
352 ETR Entergy Corporation 0.3% $289.78M 2.52M +17.2% ▲ Add 3+
353 LSCC Lattice Semiconductor… 0.1% $289.66M 1.89M +354.5% ▲ Add 3+
354 UBER Uber Technologies, Inc. 0.1% $289.42M 4.01M -17.2% ▼ Trim 3+
355 PSA Public Storage 0.1% $289.34M 908.74K -1.7% ▼ Trim 3+
356 HFXI NYLI FTSE International… 0.1% $288.87M 7.58M +61.8% ▲ Add 3+
357 AMAT Applied Materials, Inc. 0.9% $287.28M 397.35K -28.5% ▼ Trim 3+
358 VRT Vertiv Holdings Co 0.2% $285.66M 851.63K -6.8% ▼ Trim 3+
359 MA Mastercard Incorporated 0.5% $283.59M 552.16K +11.4% ▲ Add 3+
360 VGIT Vanguard Intermediate-Term… 0.1% $283.56M 4.84M +19.4% ▲ Add 3+
361 NEE NextEra Energy, Inc. 0.2% $283.26M 3.23M +11.3% ▲ Add 3+
362 GM General Motors Company 0.1% $280.41M 3.64M -15.4% ▼ Trim 3+
363 IWD iShares Russell 1000 Value… 0.4% $280.04M 1.16M +625.2% ▲ Add 3+
364 SNA Snap-on Incorporated 0.1% $279.30M 694.09K -2.7% ▼ Trim 3+
365 AVB AvalonBay Communities, Inc. 0.1% $278.73M 1.48M +1.3% ▲ Add 3+
366 FDL First Trust Morningstar… 0.1% $275.95M 5.63M +8.0% ▲ Add 3+
367 ITA iShares U.S. Aerospace &… 0.1% $274.03M 1.13M +20.1% ▲ Add 3+
368 CMS CMS Energy Corporation 0.1% $269.80M 3.53M +31.0% ▲ Add 3+
369 MTZ MasTec, Inc. 0.1% $268.57M 645.57K +217.1% ▲ Add 3+
370 TEAM Atlassian Corporation 0.1% $268.46M 3.45M +342.9% ▲ Add 3+
371 JPM JPMorgan Chase & Co. 1.1% $268.13M 819.16K +1.3% ▲ Add 3+
372 FNDX Schwab Fundamental U.S.… 0.1% $264.57M 8.51M +4.6% ▲ Add 3+
373 HWM Howmet Aerospace Inc. 0.1% $263.98M 981.85K +4.4% ▲ Add 3+
374 STT State Street Corporation 0.1% $262.19M 1.55M -5.4% ▼ Trim 3+
375 FENI Fidelity Enhanced… 0.1% $260.68M 6.35M +1.9% ▲ Add 3+
376 JAZZ Jazz Pharmaceuticals plc 0.1% $260.58M 1.08M -24.4% ▼ Trim 3+
377 INTC Intel Corp. 0.1% $259.79M 1.86M +0.7% ▲ Add 3+
378 ETN Eaton Corporation plc 0.2% $259.64M 609.32K -7.8% ▼ Trim 3+
379 WMT Walmart Inc. 0.6% $259.38M 2.29M -0.7% ▼ Trim 3+
380 EIX Edison International 0.1% $258.63M 3.47M +2.6% ▲ Add 3+
381 CARR Carrier Global Corporation 0.1% $258.34M 3.49M +74.3% ▲ Add 3+
382 VONE Vanguard Russell 1000 ETF 0.1% $257.88M 761.34K -8.3% ▼ Trim 3+
383 LRCX Lam Research Corporation 1.5% $257.27M 592.61K -16.6% ▼ Trim 3+
384 SCHD Schwab U.S. Dividend Equity… 0.1% $256.55M 8.09M +3.7% ▲ Add 3+
385 DOCU DocuSign, Inc. 0.1% $254.93M 5.74M +52.8% ▲ Add 3+
386 AMAT Applied Materials, Inc. 0.9% $250.32M 345.88K -28.5% ▼ Trim 3+
387 PHM PulteGroup, Inc. 0.1% $249.28M 1.82M +9.8% ▲ Add 3+
388 PCAR PACCAR Inc 0.1% $248.73M 2.07M +12.1% ▲ Add 3+
389 EFA iShares MSCI EAFE ETF 0.1% $246.88M 2.37M -14.6% ▼ Trim 3+
390 BE Bloom Energy Corporation 1.1% $246.31M 813.70K -20.8% ▼ Trim 3+
391 AZN AstraZeneca PLC 0.2% $245.91M 1.30M +6.1% ▲ Add 3+
392 TMO Thermo Fisher Scientific… 0.2% $245.55M 489.76K -7.4% ▼ Trim 3+
393 DIA State Street SPDR Dow Jones… 0.1% $245.38M 469.68K -1.9% ▼ Trim 3+
394 TLH iShares 10-20 Year Treasury… 0.1% $245.13M 2.45M +2.5% ▲ Add 3+
395 FDX FedEx Corporation 0.1% $244.89M 786.70K +13.5% ▲ Add 3+
396 GOVT iShares U.S. Treasury Bond… 0.0% $242.21M 10.58M +34.3% ▲ Add 3+
397 CSCO Cisco Systems, Inc. 0.7% $241.97M 2.06M -11.1% ▼ Trim 3+
398 PFE Pfizer Inc. 0.1% $240.99M 10.01M -26.4% ▼ Trim 3+
399 LIN Linde plc 0.4% $240.13M 462.73K +2.7% ▲ Add 3+
400 ASML ASML Holding N.V. 0.1% $239.68M 120.48K +3.6% ▲ Add 3+
401 JNJ Johnson & Johnson 0.7% $239.48M 942.94K -2.7% ▼ Trim 3+
402 AAPL Apple Inc. 3.0% $239.09M 826.25K +10.6% ▲ Add 3+
403 FFIV F5, Inc. 0.1% $238.46M 573.16K -11.0% ▼ Trim 3+
404 LRCX Lam Research Corporation 1.5% $238.42M 550.21K -16.6% ▼ Trim 3+
405 CF CF Industries Holdings, Inc. 0.1% $236.72M 2.19M -26.7% ▼ Trim 3+
406 META Meta Platforms, Inc. 0.9% $235.99M 418.95K +1.1% ▲ Add 3+
407 MRSH Marsh & McLennan Companies… 0.2% $235.97M 1.42M +0.8% ▲ Add 3+
408 WT WisdomTree, Inc. 0.3% $234.79M 2.44M +3.2% ▲ Add 3+
409 DOCN DigitalOcean Holdings, Inc. 0.1% $234.41M 1.49M +7.0% ▲ Add 3+
410 LLY Eli Lilly and Company 0.7% $234.04M 195.13K +0.4% ▲ Add 3+
411 CVLT Commvault Systems, Inc. 0.1% $233.99M 1.65M +3052.0% ▲ Add 3+
412 QCOM QUALCOMM Incorporated 0.3% $233.05M 1.24M +22.3% ▲ Add 3+
413 CTAS Cintas Corporation 0.1% $232.52M 1.37M +6.4% ▲ Add 3+
414 IR Ingersoll Rand Inc. 0.1% $232.51M 2.84M +68.8% ▲ Add 3+
415 VCSH Vanguard Short-Term… 0.0% $231.34M 2.92M +5.2% ▲ Add 3+
416 MRVL Marvell Technology, Inc. 0.5% $230.86M 774.98K -56.4% ▼ Trim 3+
417 SPGI S&P Global Inc. 0.1% $229.96M 554.57K +7.7% ▲ Add 3+
418 WAB Westinghouse Air Brake… 0.1% $229.81M 850.85K +449.7% ▲ Add 3+
419 TJX The TJX Companies, Inc. 0.4% $227.57M 1.50M +10.0% ▲ Add 3+
420 ORCL Oracle Corporation 0.2% $227.15M 1.54M -3.2% ▼ Trim 3+
421 PRMB Primo Brands Corporation 0.1% $225.62M 9.23M -14.3% ▼ Trim 3+
422 KR The Kroger Co. 0.1% $225.09M 4.05M +35.6% ▲ Add 3+
423 GRID First Trust NASDAQ Clean… 0.0% $224.71M 1.16M +36.5% ▲ Add 3+
424 AER AerCap Holdings N.V. 0.0% $223.99M 1.53M -1.9% ▼ Trim 3+
425 VYMI Vanguard International High… 0.0% $223.99M 2.28M +0.4% ▲ Add 3+
426 JAAA Janus Henderson AAA CLO ETF 0.0% $222.22M 4.41M +10.7% ▲ Add 3+
427 PAAA PGIM AAA CLO ETF 0.0% $221.00M 4.30M +107.6% ▲ Add 3+
428 IFF International Flavors &… 0.0% $219.83M 2.77M +10.6% ▲ Add 3+
429 RH Rh 0.1% $219.60M 2.05M +153.3% ▲ Add 3+
430 GLDM SPDR Gold MiniShares Trust 0.0% $218.70M 2.74M +1.4% ▲ Add 3+
431 TSLA Tesla, Inc. 0.3% $218.49M 519.39K -8.1% ▼ Trim 3+
432 WT WisdomTree, Inc. 0.3% $218.13M 4.31M +3.2% ▲ Add 3+
433 ANET Arista Networks, Inc. 0.4% $216.75M 1.28M +27.6% ▲ Add 3+
434 DRI Darden Restaurants, Inc. 0.1% $215.81M 1.05M -3.4% ▼ Trim 3+
435 MET MetLife, Inc. 0.1% $214.95M 2.54M -48.6% ▼ Trim 3+
436 SPTI State Street SPDR Portfolio… 0.0% $214.28M 7.55M -1.1% ▼ Trim 3+
437 MS Morgan Stanley 0.6% $212.95M 1.01M +1.3% ▲ Add 3+
438 META Meta Platforms, Inc. 0.9% $212.75M 377.69K +1.1% ▲ Add 3+
439 CASY Casey's General Stores, Inc. 0.1% $211.78M 266.00K +112.4% ▲ Add 3+
440 IXUS iShares Core MSCI Total… 0.0% $206.22M 2.16M +2.9% ▲ Add 3+
441 SPBO SS SPDR P CORP BOND ETF 0.0% $206.07M 7.10M +3.6% ▲ Add 3+
442 VRTX Vertex Pharmaceuticals… 0.3% $205.59M 413.89K -1.1% ▼ Trim 3+
443 AMGN Amgen Inc. 0.1% $204.96M 565.99K -6.2% ▼ Trim 3+
444 KRMN Karman Holdings Inc. 0.0% $203.22M 4.07M +48.4% ▲ Add 3+
445 BCS Barclays PLC 0.0% $202.64M 7.48M +5.3% ▲ Add 3+
446 JAVA JPMorgan Active Value ETF 0.0% $200.78M 2.53M -7.4% ▼ Trim 3+
447 AXON Axon Enterprise, Inc. 0.0% $200.01M 356.77K +26.1% ▲ Add 3+
448 HUT Hut 8 Corp. 0.0% $199.85M 1.73M -38.0% ▼ Trim 3+
449 DVN Devon Energy Corporation 0.0% $198.53M 4.80M +18.2% ▲ Add 3+
450 C Citigroup Inc. 0.3% $197.99M 1.40M -9.9% ▼ Trim 3+
451 AON Aon plc 0.0% $197.97M 596.83K -35.9% ▼ Trim 3+
452 GD General Dynamics Corporation 0.3% $196.34M 554.99K -9.6% ▼ Trim 3+
453 GE GE Aerospace 0.1% $195.92M 524.22K -9.5% ▼ Trim 3+
454 ADI Analog Devices, Inc. 0.4% $195.55M 491.45K -15.3% ▼ Trim 3+
455 IWB iShares Russell 1000 ETF 0.0% $194.85M 475.54K +0.5% ▲ Add 3+
456 SDY State Street SPDR S&P… 0.0% $194.79M 1.28M -3.0% ▼ Trim 3+
457 TEL TE Connectivity plc 0.3% $193.88M 961.67K -26.6% ▼ Trim 3+
458 CRL Charles River Laboratories… 0.0% $192.89M 850.50K -20.6% ▼ Trim 3+
459 SMLF iShares U.S. Small-Cap… 0.0% $192.67M 2.16M +9.5% ▲ Add 3+
460 MUB iShares National Muni Bond… 0.0% $192.09M 1.79M +8.8% ▲ Add 3+
461 KNX Knight-Swift Transportation… 0.0% $191.97M 2.47M +27.2% ▲ Add 3+
462 GOOGL Alphabet Inc. 2.3% $191.87M 536.89K -2.6% ▼ Trim 3+
463 ILMN Illumina, Inc. 0.0% $191.38M 1.09M -0.7% ▼ Trim 3+
464 RVMD Revolution Medicines, Inc. 0.0% $189.08M 1.01M -34.2% ▼ Trim 3+
465 BILL Bill.com Holdings, Inc. 0.0% $188.86M 5.22M +96.1% ▲ Add 3+
466 RNG RingCentral, Inc. 0.0% $187.98M 4.82M -8.7% ▼ Trim 3+
467 FLHY FRANKLIN HIGH YIELD CORPORAT 0.0% $185.86M 7.65M +371.7% ▲ Add 3+
468 EFG iShares MSCI EAFE Growth ETF 0.0% $185.56M 1.49M +38.0% ▲ Add 3+
469 INTU Intuit Inc. 0.0% $185.55M 710.83K -32.9% ▼ Trim 3+
470 IGIB iShares 5-10 Year… 0.0% $185.45M 3.49M +0.7% ▲ Add 3+
471 BPOP Popular, Inc. 0.0% $184.97M 1.13M +2.3% ▲ Add 3+
472 PLTR Palantir Technologies Inc. 0.1% $184.83M 1.59M -1.7% ▼ Trim 3+
473 MSFT Microsoft Corporation 2.2% $184.37M 494.25K -6.8% ▼ Trim 3+
474 SW Smurfit Westrock plc 0.1% $183.51M 3.97M +15.8% ▲ Add 3+
475 VBK Vanguard Morningstar… 0.0% $183.50M 501.67K +3.6% ▲ Add 3+
476 COWZ Pacer US Cash Cows 100 ETF 0.0% $182.88M 2.94M -3.6% ▼ Trim 3+
477 ROK Rockwell Automation, Inc. 0.0% $182.63M 368.89K -15.5% ▼ Trim 3+
478 SPDW State Street SPDR Portfolio… 0.0% $181.91M 3.61M +15.8% ▲ Add 3+
479 HST Host Hotels & Resorts, Inc. 0.0% $181.81M 7.67M +100.7% ▲ Add 3+
480 AMD Advanced Micro Devices, Inc. 0.4% $181.00M 311.57K -0.7% ▼ Trim 3+
481 CSCO Cisco Systems, Inc. 0.7% $180.85M 1.54M -11.1% ▼ Trim 3+
482 IRM Iron Mountain Incorporated 0.0% $179.98M 1.41M -9.9% ▼ Trim 3+
483 SPEM State Street SPDR Portfolio… 0.0% $179.54M 3.46M +11.7% ▲ Add 3+
484 UNH UnitedHealth Group… 0.4% $179.09M 430.88K +28.9% ▲ Add 3+
485 HEFA iShares Currency Hedged… 0.0% $179.03M 3.81M -4.3% ▼ Trim 3+
486 CIBR First Trust Nasdaq… 0.0% $178.87M 1.99M +4.5% ▲ Add 3+
487 FTLS First Trust Long/Short… 0.0% $178.84M 2.42M +7.9% ▲ Add 3+
488 SCHF Schwab International Equity… 0.0% $178.82M 6.46M +54.4% ▲ Add 3+
489 SMH VanEck Semiconductor ETF 0.0% $178.76M 272.17K -17.7% ▼ Trim 3+
490 RBC RBC Bearings Incorporated 0.0% $178.50M 277.14K -1.8% ▼ Trim 3+
491 PEG Public Service Enterprise… 0.1% $178.34M 2.20M -36.5% ▼ Trim 3+
492 JMTG JPMorgan Mortgage-Backed… 0.0% $177.32M 3.50M -2.0% ▼ Trim 3+
493 SYK Stryker Corporation 0.2% $176.62M 560.99K +132.6% ▲ Add 3+
494 RTX RTX Corporation 0.2% $173.92M 915.73K +7.7% ▲ Add 3+
495 SW Smurfit Westrock plc 0.1% $172.92M 3.74M +15.8% ▲ Add 3+
496 ECON COLUMBIA RESEAR ENH EM ECON 0.0% $172.83M 4.77M +0.1% ▲ Add 3+
497 XMMO Invesco S&P MidCap Momentum… 0.0% $172.46M 1.01M +33.5% ▲ Add 3+
498 PZA Invesco National AMT-Free… 0.0% $172.16M 7.32M +1.3% ▲ Add 3+
499 VLO Valero Energy Corporation 0.3% $172.05M 660.61K -20.1% ▼ Trim 3+
500 VTEB Vanguard Tax-Exempt Bond ETF 0.0% $171.53M 3.39M +7.2% ▲ Add 3+

Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.

Idade da posição
1890–1 trimestres
36882–4 trimestres

Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.

Gestores similares
GestorPosições comunsSobreposição de nomesSimilaridade ponderada
BlackRock 3418 61.7% 0.9011 Comparar ⇄
Bank of New York Mellon Corp 3137 65.1% 0.9004 Comparar ⇄
Northern Trust Corp 3031 59.2% 0.8987 Comparar ⇄
UBS AM, a distinct business unit of UBS… 3018 67.3% 0.8916 Comparar ⇄
Nuveen, LLC 2877 61.9% 0.8855 Comparar ⇄
Russell Investments Group, Ltd. 3188 65.8% 0.8805 Comparar ⇄
Goldman Sachs Group 3382 61.8% 0.8782 Comparar ⇄
Quantinno Capital Management LP 2887 66.5% 0.8655 Comparar ⇄

Similaridade apenas das posições compradas reportadas — hedges e ativos não sujeitos ao 13F são invisíveis. Metodologia

Histórico de registros
Aug 14 2026 13F-HR · período Q2 2026

$494.69B · 11,508 posições · Ver filing original na SEC ↗

Jul 17 2026 13F-HR/A · período Q1 2026

$2.47M · 2 posições · emenda (new holdings) · Ver filing original na SEC ↗

Jul 17 2026 13F-HR/A · período Q1 2026

$431.78B · 11,197 posições · emenda (restatement) · Ver filing original na SEC ↗

May 15 2026 13F-HR · período Q1 2026

$431.76B · 11,197 posições · Ver filing original na SEC ↗

Feb 17 2026 13F-HR · período Q4 2025

$442.51B · 11,224 posições · Ver filing original na SEC ↗

Nov 14 2025 13F-HR · período Q3 2025

$435.39B · 11,107 posições · Ver filing original na SEC ↗

Aug 14 2025 13F-HR · período Q2 2025

$405.72B · 10,976 posições · Ver filing original na SEC ↗

Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos. Período de referência: Q2 2026 · último registro Aug 14, 2026 · Metodologia de variação