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Histórico do gestor · trimestre arquivado

Cwm, Llc

Omaha, NE · CIK 1535847 · Registros EDGAR ↗

Q1 2026 Q4 2025 Diff ⇄
$36.91BValor reportado no 13F
5,622Posições
18.5%Peso do top-10
154.10Participações efetivas
Rotatividade est.
+0Novo
−0Saídas

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. Nenhum registro anterior comparável — colunas de variação indisponíveis neste trimestre. Values normalized from a filing reported in $ thousands — the original filing shows the as-reported figures.

Valor reportado por trimestre Q4 2025 → Q1 2026
Exposição setorial
Serviços Financeiros 68.4%
Tecnologia 11.3%
Saúde 4.4%
Consumo Cíclico 3.8%
Indústria 3.4%
Serviços de Comunicação 2.9%
Consumo Defensivo 2.2%
Energia 1.4%
Utilidades 0.9%
Materiais Básicos 0.7%
Imóveis 0.6%

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

O portfólio · Q4 2025
#Valor mobiliárioPesoValorAçõesΔ açõesDetido
1 IVV iShares Core S&P 500 ETF 2.7% $983,429 1.44M n/c 1
2 SPYM State Street SPDR Portfolio… 2.3% $831,020 10.36M n/c 1
3 IUSB iShares Core Universal USD… 2.2% $800,217 17.19M n/c 1
4 AAPL Apple Inc. 2.0% $736,801 2.71M n/c 1
5 SPDW State Street SPDR Portfolio… 1.9% $689,268 15.52M n/c 1
6 NVDA NVIDIA Corporation 1.7% $629,230 3.37M n/c 1
7 IVW iShares S&P 500 Growth ETF 1.6% $588,597 4.78M n/c 1
8 IVE iShares S&P 500 Value ETF 1.5% $546,981 2.58M n/c 1
9 MSFT Microsoft Corporation 1.4% $517,935 1.07M n/c 1
10 DYNF iShares U.S. Equity Factor… 1.3% $487,372 8.01M n/c 1
11 SPAB State Street SPDR Portfolio… 1.3% $468,489 18.19M n/c 1
12 QUAL iShares MSCI USA Quality… 1.2% $446,086 2.25M n/c 1
13 OEF iShares S&P 100 ETF 1.1% $408,406 1.19M n/c 1
14 EFV iShares MSCI EAFE Value ETF 1.1% $393,018 5.50M n/c 1
15 BOND PIMCO Active Bond… 1.0% $386,243 4.15M n/c 1
16 IEMG iShares Core MSCI Emerging… 1.0% $382,488 5.69M n/c 1
17 SPMO Invesco S&P 500 Momentum ETF 1.0% $357,027 2.99M n/c 1
18 AMZN Amazon.com, Inc. 1.0% $355,610 1.54M n/c 1
19 SPY State Street SPDR S&P 500… 0.9% $342,352 502.04K n/c 1
20 GOOGL Alphabet Inc. 0.9% $325,504 1.04M n/c 1
21 LGLV SPDR SERIES TRUST 0.9% $316,756 1.80M n/c 1
22 QQQ Invesco QQQ Trust, Series 1 0.9% $315,793 514.06K n/c 1
23 VUG Vanguard Morningstar Growth… 0.9% $313,976 643.58K n/c 1
24 SPYG State Street SPDR Portfolio… 0.8% $303,371 2.84M n/c 1
25 MTUM iShares MSCI USA Momentum… 0.8% $285,710 1.14M n/c 1
26 SPTM State Street SPDR Portfolio… 0.7% $269,473 3.27M n/c 1
27 SCHG Schwab U.S. Large-Cap… 0.7% $243,300 7.46M n/c 1
28 SPYV State Street SPDR Portfolio… 0.6% $232,072 4.09M n/c 1
29 BIL State Street SPDR Bloomberg… 0.6% $225,807 2.47M n/c 1
30 AVGO Broadcom Inc. 0.6% $225,262 650.86K n/c 1
31 SPMD State Street SPDR Portfolio… 0.6% $207,939 3.59M n/c 1
32 BILS State Street SPDR Bloomberg… 0.6% $204,139 2.06M n/c 1
33 XLK State Street Technology… 0.5% $202,284 1.41M n/c 1
34 BRK-B Berkshire Hathaway Inc. 0.5% $193,432 384.82K n/c 1
35 TOTL State Street DoubleLine… 0.5% $190,792 4.74M n/c 1
36 MBB iShares MBS ETF 0.5% $181,881 1.91M n/c 1
37 SPTI State Street SPDR Portfolio… 0.5% $181,378 6.29M n/c 1
38 TSLA Tesla, Inc. 0.5% $175,169 389.51K n/c 1
39 JPM JPMorgan Chase & Co. 0.5% $172,745 536.11K n/c 1
40 BAI iShares A.I. Innovation and… 0.5% $170,517 5.12M n/c 1
41 BUFR FT Vest Laddered Buffer ETF 0.5% $170,075 4.96M n/c 1
42 MINT PIMCO Enhanced Short… 0.5% $168,126 1.68M n/c 1
43 META Meta Platforms, Inc. 0.5% $166,860 252.78K n/c 1
44 VTV Vanguard Morningstar Value… 0.4% $164,222 859.85K n/c 1
45 TLH iShares 10-20 Year Treasury… 0.4% $161,806 1.59M n/c 1
46 IAU iShares Gold Trust 0.4% $158,615 1.95M n/c 1
47 ULST SSGA ACTIVE ETF TR 0.4% $154,025 3.80M n/c 1
48 SCHD Schwab U.S. Dividend Equity… 0.4% $151,004 5.51M n/c 1
49 GLD SPDR Gold Shares 0.4% $150,638 380.10K n/c 1
50 FBND Fidelity Total Bond ETF 0.4% $150,499 3.27M n/c 1
51 LLY Eli Lilly and Company 0.4% $148,124 137.83K n/c 1
52 PVAL Putnam Focused Large Cap… 0.4% $148,086 3.25M n/c 1
53 GOOG Alphabet Inc. 0.4% $140,130 446.56K n/c 1
54 VOO Vanguard S&P 500 ETF 0.4% $138,449 220.76K n/c 1
55 WMT Walmart Inc. 0.4% $137,427 1.23M n/c 1
56 JNJ Johnson & Johnson 0.4% $135,940 656.88K n/c 1
57 JGRO JPMorgan Active Growth ETF 0.4% $134,785 1.45M n/c 1
58 JIRE JPMorgan International… 0.3% $127,761 1.71M n/c 1
59 SPEU SPDR INDEX SHS FDS 0.3% $126,846 2.43M n/c 1
60 XONA.DE Exxon Mobil Corporation 0.3% $126,824 1.05M n/c 1
61 THRO iShares U.S. Thematic… 0.3% $125,770 3.26M n/c 1
62 SPEM State Street SPDR Portfolio… 0.3% $114,135 2.44M n/c 1
63 PYLD PIMCO Multisector Bond… 0.3% $112,536 4.22M n/c 1
64 IAGG iShares Core International… 0.3% $108,922 2.18M n/c 1
65 CORP PIMCO Investment Grade… 0.3% $108,513 1.11M n/c 1
66 MRK Merck & Co., Inc. 0.3% $107,052 1.02M n/c 1
67 RSSB TIDAL TRUST II 0.3% $106,174 3.78M n/c 1
68 SPIP SPDR SERIES TRUST 0.3% $106,011 4.09M n/c 1
69 ABBV AbbVie Inc. 0.3% $105,106 460.00K n/c 1
70 BINC iShares Flexible Income… 0.3% $104,286 1.98M n/c 1
71 CSCO Cisco Systems, Inc. 0.3% $102,448 1.33M n/c 1
72 CGGR Capital Group Growth ETF 0.3% $100,295 2.26M n/c 1
73 PG The Procter & Gamble Company 0.3% $98,301 685.93K n/c 1
74 HEGD LISTED FDS TR 0.3% $98,113 3.89M n/c 1
75 GTO Invesco Total Return Bond… 0.3% $97,730 2.06M n/c 1
76 ITA iShares U.S. Aerospace &… 0.3% $97,438 453.85K n/c 1
77 AVDE Avantis International… 0.3% $94,730 1.15M n/c 1
78 JEPI JPMorgan Equity Premium… 0.3% $94,622 1.65M n/c 1
79 SCHZ Schwab U.S. Aggregate Bond… 0.3% $94,004 4.02M n/c 1
80 LDUR PIMCO ETF TR 0.2% $90,182 939.93K n/c 1
81 V Visa Inc. 0.2% $89,561 255.37K n/c 1
82 WT WisdomTree, Inc. 1.2% $87,475 859.11K n/c 1
83 PLTR Palantir Technologies Inc. 0.2% $87,438 491.91K n/c 1
84 CGDV Capital Group Dividend… 0.2% $87,184 2.00M n/c 1
85 QQQM Invesco NASDAQ 100 ETF 0.2% $85,474 337.95K n/c 1
86 IEFA iShares Core MSCI EAFE ETF 0.2% $84,993 950.07K n/c 1
87 HD The Home Depot, Inc. 0.2% $83,350 242.23K n/c 1
88 VCSH Vanguard Short-Term… 0.2% $80,291 1.01M n/c 1
89 CTA SIMPLIFY EXCHANGE TRADED FUN 0.2% $80,139 2.94M n/c 1
90 ITOT iShares Core S&P Total U.S.… 0.2% $79,642 535.62K n/c 1
91 GLDM SPDR Gold MiniShares Trust 0.2% $79,524 931.52K n/c 1
92 GE GE Aerospace 0.2% $78,506 254.87K n/c 1
93 CGBL Capital Group Core Balanced… 0.2% $76,597 2.17M n/c 1
94 WT WisdomTree, Inc. 1.2% $76,501 1.65M n/c 1
95 BAC Bank of America Corporation 0.2% $76,284 1.39M n/c 1
96 WT WisdomTree, Inc. 1.2% $75,572 1.38M n/c 1
97 DBND DOUBLELINE ETF TRUST 0.2% $75,213 1.62M n/c 1
98 USMV iShares MSCI USA Min Vol… 0.2% $74,926 795.73K n/c 1
99 PEP PepsiCo, Inc. 0.2% $73,857 514.61K n/c 1
100 MUB iShares National Muni Bond… 0.2% $73,684 687.92K n/c 1
101 SPTL State Street SPDR Portfolio… 0.2% $72,796 2.75M n/c 1
102 AGG iShares Core U.S. Aggregate… 0.2% $71,858 719.45K n/c 1
103 SCHF Schwab International Equity… 0.2% $70,535 2.93M n/c 1
104 TAXF AMERICAN CENTY ETF TR 0.2% $70,015 1.39M n/c 1
105 VTI Vanguard Morningstar Total… 0.2% $68,030 202.91K n/c 1
106 RDVY First Trust Rising Dividend… 0.2% $67,443 970.83K n/c 1
107 CAT Caterpillar Inc. 0.2% $67,230 117.36K n/c 1
108 MOAT VanEck Morningstar Wide… 0.2% $66,958 646.56K n/c 1
109 BMY Bristol-Myers Squibb Company 0.2% $66,270 1.23M n/c 1
110 IBM International Business… 0.2% $65,335 220.57K n/c 1
111 VEU Vanguard FTSE All-World… 0.2% $64,510 876.97K n/c 1
112 JBND JPMorgan Active Bond ETF 0.2% $63,726 1.18M n/c 1
113 XLC State Street Communication… 0.2% $63,128 536.25K n/c 1
114 ORCL Oracle Corporation 0.2% $63,003 323.24K n/c 1
115 IUSV iShares Core S&P U.S. Value… 0.2% $62,864 613.07K n/c 1
116 GSST GOLDMAN SACHS ETF TR 0.2% $62,699 1.24M n/c 1
117 RSST TIDAL TRUST II 0.2% $62,170 2.19M n/c 1
118 COST Costco Wholesale Corporation 0.2% $61,834 71.70K n/c 1
119 IWF iShares Russell 1000 Growth… 0.2% $61,803 130.58K n/c 1
120 JMEE JPMorgan Small & Mid Cap… 0.2% $61,723 958.74K n/c 1
121 USHY iShares Broad USD High… 0.2% $61,455 1.64M n/c 1
122 VZ Verizon Communications Inc. 0.2% $60,559 1.49M n/c 1
123 XLU State Street Utilities… 0.2% $59,064 1.38M n/c 1
124 FBCG Fidelity Blue Chip Growth… 0.2% $58,662 1.07M n/c 1
125 T AT&T Inc. 0.2% $57,548 2.32M n/c 1
126 TJX The TJX Companies, Inc. 0.2% $57,242 372.64K n/c 1
127 JPST JPMorgan Ultra-Short Income… 0.2% $56,424 1.12M n/c 1
128 MU Micron Technology, Inc. 0.2% $56,231 197.02K n/c 1
129 VYMI Vanguard International High… 0.2% $55,726 619.18K n/c 1
130 DFEM Dimensional - Emerging… 0.1% $55,404 1.67M n/c 1
131 CVX Chevron Corporation 0.1% $54,839 359.81K n/c 1
132 SNOW Snowflake Inc. 0.1% $54,815 249.89K n/c 1
133 AGGY WISDOMTREE TR 0.1% $54,502 1.24M n/c 1
134 AMGN Amgen Inc. 0.1% $53,608 163.78K n/c 1
135 EMB iShares J.P. Morgan USD… 0.1% $53,498 555.65K n/c 1
136 FELC Fidelity Enhanced Large Cap… 0.1% $53,309 1.40M n/c 1
137 UNH UnitedHealth Group… 0.1% $52,443 158.87K n/c 1
138 SPMB State Street SPDR Portfolio… 0.1% $52,358 2.34M n/c 1
139 CIBR First Trust Nasdaq… 0.1% $52,220 730.87K n/c 1
140 FMUB FIDELITY MERRIMACK STR TR 0.1% $52,053 1.02M n/c 1
141 ACN Accenture plc 0.1% $50,992 190.06K n/c 1
142 IGIB iShares 5-10 Year… 0.1% $50,896 944.62K n/c 1
143 KO The Coca-Cola Company 0.1% $50,407 721.03K n/c 1
144 XLE State Street Energy Select… 0.1% $50,362 1.13M n/c 1
145 AMD Advanced Micro Devices, Inc. 0.1% $50,118 234.02K n/c 1
146 XAR State Street SPDR S&P… 0.1% $49,856 206.67K n/c 1
147 DIVI FRANKLIN TEMPLETON ETF TR 0.1% $48,397 1.24M n/c 1
148 MUNI PIMCO Intermediate… 0.1% $48,359 922.71K n/c 1
149 VOE Vanguard Morningstar… 0.1% $48,296 272.29K n/c 1
150 DFIV Dimensional - International… 0.1% $48,254 967.01K n/c 1
151 WT WisdomTree, Inc. 1.2% $48,208 539.06K n/c 1
152 JEPQ JPMorgan Nasdaq Equity… 0.1% $47,876 823.75K n/c 1
153 MA Mastercard Incorporated 0.1% $47,525 83.25K n/c 1
154 REGN Regeneron Pharmaceuticals… 0.1% $46,752 60.57K n/c 1
155 FTGS FIRST TR EXCHANGE-TRADED FD 0.1% $46,322 1.31M n/c 1
156 AVEM Avantis Emerging Markets… 0.1% $46,303 601.18K n/c 1
157 IJH iShares Core S&P Mid-Cap ETF 0.1% $45,436 688.42K n/c 1
158 LMT Lockheed Martin Corporation 0.1% $45,416 93.90K n/c 1
159 QYLD Global X - Nasdaq 100… 0.1% $44,982 2.55M n/c 1
160 NFLX Netflix, Inc. 0.1% $44,020 469.50K n/c 1
161 GILD Gilead Sciences, Inc. 0.1% $43,563 354.92K n/c 1
162 SCHB Schwab U.S. Broad Market ETF 0.1% $43,247 1.65M n/c 1
163 FLQM Franklin U.S. Mid Cap… 0.1% $42,961 763.62K n/c 1
164 JSCP J P MORGAN EXCHANGE TRADED F 0.1% $42,678 897.40K n/c 1
165 SPTS State Street SPDR Portfolio… 0.1% $42,264 1.44M n/c 1
166 ESGU iShares ESG Aware MSCI USA… 0.1% $41,369 277.69K n/c 1
167 ABT Abbott Laboratories 0.1% $41,004 327.28K n/c 1
168 BA The Boeing Company 0.1% $40,902 188.38K n/c 1
169 WFC Wells Fargo & Company 0.1% $40,707 436.77K n/c 1
170 DFAE Dimensional - Emerging Core… 0.1% $40,634 1.25M n/c 1
171 PFE Pfizer Inc. 0.1% $40,472 1.63M n/c 1
172 BNDX Vanguard Total… 0.1% $40,086 829.59K n/c 1
173 WT WisdomTree, Inc. 1.2% $39,257 890.39K n/c 1
174 JVAL J P MORGAN EXCHANGE TRADED F 0.1% $39,127 797.21K n/c 1
175 EMGF iShares Emerging Markets… 0.1% $39,079 675.53K n/c 1
176 BNY Bank of New York Mellon Corp 0.1% $38,839 334.56K n/c 1
177 TRV The Travelers Companies… 0.1% $38,245 131.85K n/c 1
178 IUS INVESCO EXCH TRD SLF IDX FD 0.1% $38,175 667.86K n/c 1
179 RTX RTX Corporation 0.1% $38,049 207.46K n/c 1
180 XMMO Invesco S&P MidCap Momentum… 0.1% $37,768 272.77K n/c 1
181 VCIT Vanguard Intermediate-Term… 0.1% $37,317 445.58K n/c 1
182 GD General Dynamics Corporation 0.1% $37,104 110.21K n/c 1
183 VBR Vanguard Morningstar… 0.1% $36,840 173.95K n/c 1
184 VOT Vanguard Morningstar… 0.1% $36,818 131.90K n/c 1
185 CRM Salesforce, Inc. 0.1% $36,709 138.57K n/c 1
186 UNP Union Pacific Corporation 0.1% $36,115 156.13K n/c 1
187 IGEB ISHARES TR 0.1% $36,077 790.13K n/c 1
188 SMMU PIMCO ETF TR 0.1% $35,864 711.16K n/c 1
189 LVHI Franklin International Low… 0.1% $35,770 971.49K n/c 1
190 GS The Goldman Sachs Group… 0.1% $35,519 40.41K n/c 1
191 FNDF Schwab Fundamental… 0.1% $35,365 782.25K n/c 1
192 QCOM QUALCOMM Incorporated 0.1% $35,256 206.12K n/c 1
193 INTC Intel Corp. 0.1% $35,164 952.96K n/c 1
194 VBK Vanguard Morningstar… 0.1% $34,753 115.03K n/c 1
195 MCD McDonald's Corporation 0.1% $34,564 113.09K n/c 1
196 DFIS Dimensional - International… 0.1% $34,472 1.05M n/c 1
197 AVUV Avantis U.S. Small Cap… 0.1% $34,435 337.66K n/c 1
198 SGOV iShares 0-3 Month Treasury… 0.1% $34,370 342.40K n/c 1
199 ALL The Allstate Corporation 0.1% $33,999 163.34K n/c 1
200 XTL SPDR SERIES TRUST 0.1% $33,959 221.63K n/c 1
201 VEA Vanguard FTSE Developed… 0.1% $33,843 541.76K n/c 1
202 CRWD CrowdStrike Holdings, Inc. 0.1% $33,784 72.07K n/c 1
203 DFLV Dimensional - US Large Cap… 0.1% $33,129 968.39K n/c 1
204 CNC Centene Corp. 0.1% $33,124 804.95K n/c 1
205 SSUS STRATEGY SHS 0.1% $32,596 668.64K n/c 1
206 CB Chubb Limited 0.1% $32,359 103.68K n/c 1
207 VLUE iShares MSCI USA Value… 0.1% $31,756 232.25K n/c 1
208 EXPE Expedia Group, Inc. 0.1% $31,649 111.71K n/c 1
209 CBOE Cboe Global Markets, Inc. 0.1% $31,606 125.92K n/c 1
210 MDT Medtronic plc 0.1% $31,595 328.91K n/c 1
211 FDX FedEx Corporation 0.1% $31,206 108.03K n/c 1
212 WT WisdomTree, Inc. 1.2% $30,778 658.92K n/c 1
213 WT WisdomTree, Inc. 1.2% $30,733 433.71K n/c 1
214 PANW Palo Alto Networks, Inc. 0.1% $30,692 166.62K n/c 1
215 SPSM State Street SPDR Portfolio… 0.1% $30,352 647.72K n/c 1
216 ANET Arista Networks, Inc. 0.1% $30,323 231.42K n/c 1
217 VNLA Janus Henderson Short… 0.1% $29,918 608.83K n/c 1
218 TEAM Atlassian Corporation 0.1% $29,838 184.03K n/c 1
219 XSMO Invesco S&P SmallCap… 0.1% $29,778 413.53K n/c 1
220 UPS United Parcel Service, Inc. 0.1% $29,495 297.36K n/c 1
221 SPHY State Street SPDR Portfolio… 0.1% $29,461 1.24M n/c 1
222 PCG PG&E Corporation 0.1% $29,459 1.83M n/c 1
223 AEP American Electric Power… 0.1% $29,452 255.41K n/c 1
224 TTC The Toro Company 0.1% $29,369 373.08K n/c 1
225 VB Vanguard Morningstar… 0.1% $29,258 113.42K n/c 1
226 MO Altria Group, Inc. 0.1% $29,052 503.84K n/c 1
227 PCAR PACCAR Inc 0.1% $28,457 259.86K n/c 1
228 FIX Comfort Systems USA, Inc. 0.1% $28,297 30.32K n/c 1
229 ZM Zoom Communications, Inc. 0.1% $28,274 327.66K n/c 1
230 NI NiSource Inc 0.1% $28,093 672.74K n/c 1
231 ISRG Intuitive Surgical, Inc. 0.1% $28,047 49.52K n/c 1
232 VIG Vanguard Dividend… 0.1% $27,525 125.24K n/c 1
233 RSP Invesco S&P 500 Equal… 0.1% $27,426 143.17K n/c 1
234 DIS The Walt Disney Company 0.1% $27,108 238.27K n/c 1
235 WM Waste Management, Inc. 0.1% $27,051 123.12K n/c 1
236 ADBE Adobe Inc. 0.1% $26,998 77.14K n/c 1
237 EIX Edison International 0.1% $26,978 449.49K n/c 1
238 PFFD GLOBAL X FDS 0.1% $26,975 1.43M n/c 1
239 BALT INNOVATOR ETFS TRUST 0.1% $26,381 787.26K n/c 1
240 CGMS Capital Group U.S.… 0.1% $26,370 954.76K n/c 1
241 FYLD CAMBRIA ETF TR 0.1% $26,314 809.90K n/c 1
242 IDMO Invesco S&P International… 0.1% $26,298 473.24K n/c 1
243 GSY Invesco Ultra Short… 0.1% $26,233 522.04K n/c 1
244 PIMCO ETF TR (não mapeado) $26,186 526.94K
245 APH Amphenol Corporation 0.1% $26,033 192.64K n/c 1
246 JMUB JPMorgan Municipal ETF 0.1% $26,011 515.08K n/c 1
247 CMCSA Comcast Corporation 0.1% $25,902 866.57K n/c 1
248 BOXX EA SERIES TRUST 0.1% $25,848 224.57K n/c 1
249 INTF iShares International… 0.1% $25,830 684.25K n/c 1
250 ACGL Arch Capital Group Ltd. 0.1% $25,715 268.08K n/c 1
251 BRK-A Berkshire Hathaway Inc. 0.1% $25,663 34 n/c 1
252 GM General Motors Company 0.1% $25,570 314.44K n/c 1
253 ED Consolidated Edison, Inc. 0.1% $25,567 257.42K n/c 1
254 IYW iShares U.S. Technology ETF 0.1% $25,525 127.83K n/c 1
255 DUK Duke Energy Corporation 0.1% $25,141 214.50K n/c 1
256 BKNG Booking Holdings Inc. 0.1% $25,079 4.68K n/c 1
257 CMDT PIMCO ETF TR 0.1% $25,010 906.48K n/c 1
258 UBER Uber Technologies, Inc. 0.1% $24,748 302.88K n/c 1
259 GOVT iShares U.S. Treasury Bond… 0.1% $24,668 1.07M n/c 1
260 EG Everest Group, Ltd. 0.1% $24,634 72.59K n/c 1
261 VO Vanguard Morningstar… 0.1% $24,616 84.82K n/c 1
262 SCI Service Corporation… 0.1% $24,500 314.23K n/c 1
263 ALB Albemarle Corporation 0.1% $24,497 173.20K n/c 1
264 MS Morgan Stanley 0.1% $24,444 137.69K n/c 1
265 DIVO Amplify CWP Enhanced… 0.1% $24,379 547.84K n/c 1
266 MINO PIMCO ETF TR 0.1% $24,235 534.74K n/c 1
267 CGUS Capital Group Core Equity… 0.1% $24,227 602.21K n/c 1
268 VICTORY PORTFOLIOS II (não mapeado) $24,143 782.96K
269 ABNB Airbnb, Inc. 0.1% $24,074 177.38K n/c 1
270 ETN Eaton Corporation plc 0.1% $23,881 74.98K n/c 1
271 GEV GE Vernova Inc. 0.1% $23,840 36.48K n/c 1
272 IWD iShares Russell 1000 Value… 0.1% $23,786 113.08K n/c 1
273 J Jacobs Solutions Inc. 0.1% $23,741 179.24K n/c 1
274 PNC The PNC Financial Services… 0.1% $23,631 113.21K n/c 1
275 HYS PIMCO ETF TR 0.1% $23,604 248.94K n/c 1
276 DFAC Dimensional - US Core… 0.1% $23,562 595.14K n/c 1
277 COF Capital One Financial… 0.1% $23,490 96.92K n/c 1
278 EAGG iShares ESG Aware U.S.… 0.1% $23,486 490.82K n/c 1
279 CI Cigna Corporation 0.1% $23,340 84.80K n/c 1
280 FSEP FIRST TR EXCHNG TRADED FD VI 0.1% $23,318 452.25K n/c 1
281 BUFZ FIRST TR EXCHNG TRADED FD VI 0.1% $23,162 873.05K n/c 1
282 WCMI FIRST TR EXCHANGE-TRADED FD 0.1% $23,034 1.35M n/c 1
283 SSO PROSHARES TR 0.1% $22,954 396.31K n/c 1
284 IWR iShares Russell Mid-Cap ETF 0.1% $22,859 237.45K n/c 1
285 WPC W. P. Carey Inc. 0.1% $22,797 354.21K n/c 1
286 VMI Valmont Industries, Inc. 0.1% $22,734 56.51K n/c 1
287 GRNY TIDAL TRUST I 0.1% $22,628 913.89K n/c 1
288 FSLR First Solar, Inc. 0.1% $22,509 86.17K n/c 1
289 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $22,469 446.78K n/c 1
290 LRCX Lam Research Corporation 0.1% $22,423 130.99K n/c 1
291 ICSH iShares Ultra Short… 0.1% $22,228 439.45K n/c 1
292 CRWV CoreWeave, Inc. Class A… 0.1% $22,058 308.03K n/c 1
293 PM Philip Morris International… 0.1% $21,953 136.86K n/c 1
294 AMAT Applied Materials, Inc. 0.1% $21,874 85.12K n/c 1
295 C Citigroup Inc. 0.1% $21,747 186.37K n/c 1
296 XLRE State Street Real Estate… 0.1% $21,342 528.92K n/c 1
297 SPSB State Street SPDR Portfolio… 0.1% $21,320 705.97K n/c 1
298 TXN Texas Instruments… 0.1% $21,152 121.92K n/c 1
299 MCK McKesson Corporation 0.1% $20,932 25.52K n/c 1
300 IWM iShares Russell 2000 ETF 0.1% $20,931 85.03K n/c 1
301 EVRG Evergy, Inc. 0.1% $20,864 287.82K n/c 1
302 SJM The J. M. Smucker Company 0.1% $20,785 212.50K n/c 1
303 NEE NextEra Energy, Inc. 0.1% $20,724 258.14K n/c 1
304 ARKW ARK ETF TR 0.1% $20,712 140.20K n/c 1
305 PDBC Invesco Optimum Yield… 0.1% $20,701 1.56M n/c 1
306 EMXC iShares MSCI Emerging… 0.1% $20,673 284.44K n/c 1
307 WRB W. R. Berkley Corporation 0.1% $20,622 294.09K n/c 1
308 JCPB JPMorgan Core Plus Bond ETF 0.1% $20,465 432.21K n/c 1
309 MEDP Medpace Holdings, Inc. 0.1% $20,414 36.35K n/c 1
310 XLF State Street Financial… 0.1% $20,391 372.31K n/c 1
311 INCY Incyte Corporation 0.1% $20,329 205.82K n/c 1
312 NEM Newmont Corporation 0.1% $20,259 202.89K n/c 1
313 MMM 3M Company 0.1% $20,143 125.81K n/c 1
314 CDC VICTORY PORTFOLIOS II 0.1% $20,101 305.07K n/c 1
315 IJR iShares Core S&P Small-Cap… 0.1% $20,060 166.92K n/c 1
316 IBIT iShares Bitcoin Trust ETF 0.1% $19,973 402.28K n/c 1
317 LCTU BLACKROCK ETF TRUST 0.1% $19,870 268.19K n/c 1
318 MRVL Marvell Technology, Inc. 0.1% $19,775 232.70K n/c 1
319 BUFD FT Vest Laddered Deep… 0.1% $19,754 699.51K n/c 1
320 SPLV Invesco S&P 500 Low… 0.1% $19,673 275.45K n/c 1
321 XME State Street SPDR S&P… 0.1% $19,671 189.86K n/c 1
322 XLY State Street Consumer… 0.1% $19,542 163.66K n/c 1
323 LMBS First Trust Low Duration… 0.1% $19,492 389.91K n/c 1
324 COWZ Pacer US Cash Cows 100 ETF 0.1% $19,451 323.27K n/c 1
325 NOW ServiceNow, Inc. 0.1% $19,415 126.74K n/c 1
326 HEQT SIMPLIFY EXCHANGE TRADED FUN 0.1% $19,399 605.28K n/c 1
327 EFG iShares MSCI EAFE Growth ETF 0.1% $19,211 168.64K n/c 1
328 SPIB State Street SPDR Portfolio… 0.1% $19,080 564.34K n/c 1
329 IWB iShares Russell 1000 ETF 0.1% $19,075 51.08K n/c 1
330 JBHT J.B. Hunt Transport… 0.1% $19,000 97.77K n/c 1
331 NTRA Natera, Inc. 0.1% $18,999 82.93K n/c 1
332 RBLX Roblox Corporation 0.1% $18,973 234.15K n/c 1
333 GIS General Mills, Inc. 0.1% $18,966 407.88K n/c 1
334 INTU Intuit Inc. 0.1% $18,958 28.62K n/c 1
335 XLV State Street Health Care… 0.1% $18,949 122.41K n/c 1
336 WT WisdomTree, Inc. 1.2% $18,893 375.46K n/c 1
337 PAVE Global X - U.S.… 0.1% $18,808 393.56K n/c 1
338 FTI TechnipFMC plc 0.1% $18,767 421.16K n/c 1
339 CTRA Coterra Energy Inc. 0.1% $18,737 711.90K n/c 1
340 ACWX iShares MSCI ACWI ex U.S.… 0.1% $18,736 279.10K n/c 1
341 FDEC FIRST TR EXCHNG TRADED FD VI 0.1% $18,720 365.75K n/c 1
342 JAVA JPMorgan Active Value ETF 0.1% $18,710 260.87K n/c 1
343 KHC The Kraft Heinz Company 0.1% $18,637 768.55K n/c 1
344 ESTC Elastic N.V. 0.1% $18,578 246.26K n/c 1
345 FJUL FIRST TR EXCHNG TRADED FD VI 0.1% $18,569 332.09K n/c 1
346 MAA Mid-America Apartment… 0.1% $18,397 132.44K n/c 1
347 BONDBLOXX ETF TRUST (não mapeado) $18,357 368.90K
348 VGIT Vanguard Intermediate-Term… 0.1% $18,345 306.10K n/c 1
349 VRSN VeriSign, Inc. 0.1% $18,332 75.46K n/c 1
350 BBUS JPMorgan BetaBuilders U.S.… 0.1% $18,268 148.15K n/c 1
351 SDG ISHARES TR 0.0% $18,261 216.81K n/c 1
352 KMI Kinder Morgan, Inc. 0.0% $18,251 663.91K n/c 1
353 DFSV Dimensional - US Small Cap… 0.0% $18,106 550.49K n/c 1
354 XLB State Street Materials… 0.0% $18,093 398.97K n/c 1
355 JMST JPMorgan Ultra-Short… 0.0% $18,008 353.51K n/c 1
356 BONDBLOXX ETF TRUST (não mapeado) $17,872 352.37K
357 KMB Kimberly-Clark Corporation 0.0% $17,802 176.45K n/c 1
358 EFA iShares MSCI EAFE ETF 0.0% $17,796 185.32K n/c 1
359 ILMN Illumina, Inc. 0.0% $17,777 135.53K n/c 1
360 EALT INNOVATOR ETFS TRUST 0.0% $17,755 503.12K n/c 1
361 WDC Western Digital Corporation 0.0% $17,662 102.53K n/c 1
362 TROW T. Rowe Price Group, Inc. 0.0% $17,638 172.28K n/c 1
363 TLT iShares 20+ Year Treasury… 0.0% $17,546 201.31K n/c 1
364 TPR Tapestry, Inc. 0.0% $17,424 136.37K n/c 1
365 SCHX Schwab U.S. Large-Cap ETF 0.0% $17,262 641.48K n/c 1
366 SDVY First Trust SMID Cap Rising… 0.0% $17,185 448.47K n/c 1
367 PSX Phillips 66 0.0% $17,172 133.08K n/c 1
368 MDYV State Street SPDR S&P 400… 0.0% $17,047 201.38K n/c 1
369 FLOT iShares Floating Rate Bond… 0.0% $16,855 331.40K n/c 1
370 FV First Trust Dorsey Wright… 0.0% $16,804 267.07K n/c 1
371 SGOL abrdn Physical Gold Shares… 0.0% $16,790 408.71K n/c 1
372 AR Antero Resources Corporation 0.0% $16,723 485.30K n/c 1
373 VCLT Vanguard Long-Term… 0.0% $16,714 220.35K n/c 1
374 TIP iShares TIPS Bond ETF 0.0% $16,626 151.27K n/c 1
375 DAL Delta Air Lines, Inc. 0.0% $16,567 238.72K n/c 1
376 IEF iShares 7-10 Year Treasury… 0.0% $16,470 171.27K n/c 1
377 LVS Las Vegas Sands Corp. 0.0% $16,429 252.41K n/c 1
378 ICVT iShares Convertible Bond ETF 0.0% $16,412 166.62K n/c 1
379 LYFT Lyft, Inc. 0.0% $16,389 846.12K n/c 1
380 ACWI iShares MSCI ACWI ETF 0.0% $16,314 115.30K n/c 1
381 FAUG FIRST TR EXCHNG TRADED FD VI 0.0% $16,312 308.06K n/c 1
382 ALGN Align Technology, Inc. 0.0% $16,211 103.82K n/c 1
383 IWV iShares Russell 3000 ETF 0.0% $16,162 41.78K n/c 1
384 DG Dollar General Corporation 0.0% $15,923 119.93K n/c 1
385 SNDK Sandisk Corporation 0.0% $15,833 66.70K n/c 1
386 IBTI ISHARES TR 0.0% $15,780 705.55K n/c 1
387 VWO Vanguard FTSE Emerging… 0.0% $15,678 291.63K n/c 1
388 IMCG iShares Morningstar Mid-Cap… 0.0% $15,667 196.22K n/c 1
389 IBTK ISHARES TR 0.0% $15,610 786.60K n/c 1
390 IBTJ ISHARES TR 0.0% $15,597 710.72K n/c 1
391 SUSC iShares ESG Aware USD… 0.0% $15,577 666.11K n/c 1
392 FTHI First Trust BuyWrite Income… 0.0% $15,560 658.78K n/c 1
393 CMI Cummins Inc. 0.0% $15,507 30.38K n/c 1
394 DFGR DIMENSIONAL ETF TRUST 0.0% $15,344 580.77K n/c 1
395 SRLN State Street Blackstone… 0.0% $15,343 371.77K n/c 1
396 FIBR ISHARES TR 0.0% $15,335 170.84K n/c 1
397 HRL Hormel Foods Corporation 0.0% $15,215 641.97K n/c 1
398 BBY Best Buy Co., Inc. 0.0% $15,214 227.31K n/c 1
399 AVDV Avantis International Small… 0.0% $14,933 158.91K n/c 1
400 FICS FIRST TR EXCHANGE TRADED FD 0.0% $14,866 370.62K n/c 1
401 TMO Thermo Fisher Scientific… 0.0% $14,849 25.63K n/c 1
402 ADSK Autodesk, Inc. 0.0% $14,554 49.17K n/c 1
403 IT Gartner, Inc. 0.0% $14,553 57.68K n/c 1
404 SO The Southern Company 0.0% $14,429 165.47K n/c 1
405 HSBC HSBC Holdings plc 0.0% $14,387 182.88K n/c 1
406 CMG Chipotle Mexican Grill, Inc. 0.0% $14,370 388.37K n/c 1
407 GSIE Goldman Sachs ActiveBeta… 0.0% $14,344 334.05K n/c 1
408 FTSL First Trust Senior Loan Fund 0.0% $14,322 312.16K n/c 1
409 FFEB FIRST TR EXCHNG TRADED FD VI 0.0% $14,293 252.44K n/c 1
410 TMUS T-Mobile US, Inc. 0.0% $14,283 70.34K n/c 1
411 ARM Arm Holdings plc American… 0.0% $14,261 130.46K n/c 1
412 IBDR iShares iBonds Dec 2026… 0.0% $14,210 586.46K n/c 1
413 AXP American Express Company 0.0% $14,177 38.32K n/c 1
414 FCX Freeport-McMoRan Inc. 0.0% $14,084 277.30K n/c 1
415 CME CME Group Inc. 0.0% $14,049 51.45K n/c 1
416 IGSB iShares 1-5 Year Investment… 0.0% $13,955 263.89K n/c 1
417 SLYG State Street SPDR S&P 600… 0.0% $13,905 147.63K n/c 1
418 IGE ISHARES TR 0.0% $13,744 273.79K n/c 1
419 MKTX MarketAxess Holdings Inc. 0.0% $13,714 75.67K n/c 1
420 XMHQ Invesco S&P MidCap Quality… 0.0% $13,649 133.26K n/c 1
421 ARKK ARK Innovation ETF 0.0% $13,563 176.33K n/c 1
422 NBIX Neurocrine Biosciences, Inc. 0.0% $13,478 95.03K n/c 1
423 BUYW NORTHERN LTS FD TR IV 0.0% $13,457 939.71K n/c 1
424 BITB Bitwise Bitcoin ETF Trust 0.0% $13,238 278.35K n/c 1
425 IDV iShares International… 0.0% $13,070 331.30K n/c 1
426 DHR Danaher Corporation 0.0% $13,063 57.06K n/c 1
427 SCHW The Charles Schwab… 0.0% $12,963 129.75K n/c 1
428 PJAN INNOVATOR ETFS TRUST 0.0% $12,895 274.25K n/c 1
429 PJUL INNOVATOR ETFS TRUST 0.0% $12,871 277.22K n/c 1
430 VNQ Vanguard Real Estate ETF 0.0% $12,869 145.43K n/c 1
431 IBTG iShares iBonds Dec 2026… 0.0% $12,866 562.43K n/c 1
432 BSCU Invesco BulletShares 2030… 0.0% $12,841 758.95K n/c 1
433 XT iShares Future Exponential… 0.0% $12,838 184.09K n/c 1
434 BKGI BNY MELLON ETF TRUST 0.0% $12,759 316.29K n/c 1
435 EXEL Exelixis, Inc. 0.0% $12,742 290.71K n/c 1
436 TIDAL TRUST I (não mapeado) $12,647 513.91K
437 XSVM INVESCO EXCHANGE TRADED FD T 0.0% $12,597 220.46K n/c 1
438 IQV IQVIA Holdings Inc. 0.0% $12,585 55.83K n/c 1
439 IWP iShares Russell Mid-Cap… 0.0% $12,569 91.78K n/c 1
440 FDVV Fidelity High Dividend ETF 0.0% $12,567 221.68K n/c 1
441 ISCG ISHARES TR 0.0% $12,556 226.40K n/c 1
442 AME AMETEK, Inc. 0.0% $12,551 61.13K n/c 1
443 MLI Mueller Industries, Inc. 0.0% $12,508 108.96K n/c 1
444 SIMPLIFY EXCHANGE TRADED FUN (não mapeado) $12,500 279.52K
445 ROP Roper Technologies, Inc. 0.0% $12,449 27.97K n/c 1
446 CTSH Cognizant Technology… 0.0% $12,344 148.72K n/c 1
447 IGV iShares Expanded… 0.0% $12,309 116.46K n/c 1
448 EXAS Exact Sciences Corporation 0.0% $12,298 121.09K n/c 1
449 SPOT Spotify Technology S.A. 0.0% $12,233 21.07K n/c 1
450 USB U.S. Bancorp 0.0% $12,231 229.22K n/c 1
451 ADT ADT Inc. 0.0% $12,224 1.51M n/c 1
452 VXF Vanguard Extended Market ETF 0.0% $12,222 58.45K n/c 1
453 IBTH ISHARES TR 0.0% $12,178 541.95K n/c 1
454 CATH GLOBAL X FDS 0.0% $12,138 147.62K n/c 1
455 IBDS iShares iBonds Dec 2027… 0.0% $12,135 499.77K n/c 1
456 DE Deere & Company 0.0% $12,117 26.03K n/c 1
457 MRSH Marsh & McLennan Companies… 0.0% $11,941 64.36K n/c 1
458 CVS CVS Health Corp. 0.0% $11,921 150.22K n/c 1
459 OMC Omnicom Group Inc. 0.0% $11,846 146.70K n/c 1
460 WT WisdomTree, Inc. 1.2% $11,774 191.08K n/c 1
461 ADI Analog Devices, Inc. 0.0% $11,748 43.32K n/c 1
462 LOW Lowe's Companies, Inc. 0.0% $11,734 48.66K n/c 1
463 BX Blackstone Inc. 0.0% $11,712 75.98K n/c 1
464 KDP Keurig Dr Pepper Inc. 0.0% $11,708 417.99K n/c 1
465 DFAS Dimensional - US Small Cap… 0.0% $11,707 168.04K n/c 1
466 FTLS First Trust Long/Short… 0.0% $11,706 164.90K n/c 1
467 NORTHERN LTS FD TR IV (não mapeado) $11,687 418.75K
468 VRT Vertiv Holdings Co 0.0% $11,659 71.97K n/c 1
469 UTHR United Therapeutics… 0.0% $11,650 23.91K n/c 1
470 XLI State Street Industrial… 0.0% $11,540 74.40K n/c 1
471 FTNT Fortinet, Inc. 0.0% $11,534 145.24K n/c 1
472 MRNA Moderna, Inc. 0.0% $11,480 389.30K n/c 1
473 SCHV Schwab U.S. Large-Cap Value… 0.0% $11,470 387.37K n/c 1
474 DKNG DraftKings Inc. 0.0% $11,467 332.77K n/c 1
475 TEM Tempus AI, Inc. 0.0% $11,467 194.19K n/c 1
476 NVS Novartis AG 0.0% $11,453 83.07K n/c 1
477 PWR Quanta Services, Inc. 0.0% $11,439 27.10K n/c 1
478 IEUR iShares Core MSCI Europe ETF 0.0% $11,392 160.50K n/c 1
479 SPHD Invesco S&P 500 High… 0.0% $11,355 236.57K n/c 1
480 BBIN JPMorgan BetaBuilders… 0.0% $11,351 156.96K n/c 1
481 FJUN FIRST TR EXCHNG TRADED FD VI 0.0% $11,297 197.99K n/c 1
482 MDY State Street SPDR S&P… 0.0% $11,190 18.55K n/c 1
483 COP ConocoPhillips 0.0% $11,185 119.48K n/c 1
484 ULTA Ulta Beauty, Inc. 0.0% $11,175 18.47K n/c 1
485 CIEN Ciena Corporation 0.0% $11,124 47.57K n/c 1
486 AFSM FIRST TR EXCHNG TRADED FD VI 0.0% $11,064 336.48K n/c 1
487 TXT Textron Inc. 0.0% $11,044 126.70K n/c 1
488 IEI iShares 3-7 Year Treasury… 0.0% $11,018 92.32K n/c 1
489 QVAL EA SERIES TRUST 0.0% $10,989 225.21K n/c 1
490 PGR The Progressive Corporation 0.0% $10,981 48.22K n/c 1
491 CFG Citizens Financial Group… 0.0% $10,951 187.48K n/c 1
492 FVD First Trust Value Line… 0.0% $10,937 237.34K n/c 1
493 SBUX Starbucks Corporation 0.0% $10,912 129.59K n/c 1
494 DJAN FIRST TR EXCHNG TRADED FD VI 0.0% $10,901 251.10K n/c 1
495 JNK State Street SPDR Bloomberg… 0.0% $10,867 111.79K n/c 1
496 AMP Ameriprise Financial, Inc. 0.0% $10,864 22.16K n/c 1
497 AVDS AMERICAN CENTY ETF TR 0.0% $10,860 155.56K n/c 1
498 VTHR Vanguard Russell 3000 ETF 0.0% $10,843 36.10K n/c 1
499 TSM Taiwan Semiconductor… 0.0% $10,822 35.61K n/c 1
500 HUBS HubSpot, Inc. 0.0% $10,822 26.97K n/c 1

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
51080–1 trimestres

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

Histórico de registros
May 14 2026 13F-HR · período Q1 2026

$38.05B · 5,738 posições · Ver filing original na SEC ↗

Jan 26 2026 13F-HR · período Q4 2025

$36.91M · 5,622 posições · Ver filing original na SEC ↗

Oct 15 2025 13F-HR · período Q3 2025

$33.25M · 5,526 posições · Ver filing original na SEC ↗

Jul 25 2025 13F-HR · período Q2 2025

$28.36M · 5,277 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: Q4 2025 · último registro May 14, 2026 · Metodologia de variação