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Histórico do gestor · trimestre arquivado

Envestnet Asset Management Inc

Berwyn, PA · CIK 1407543 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$373.58BValor reportado no 13F
4,703Posições
19.4%Peso do top-10
127.10Participações efetivas
5.1%Rotatividade est.
+411Novo
−148Saídas

O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.

Valor reportado por trimestre Q4 2025 → Q2 2026
Exposição setorial
Serviços Financeiros 71.3% (+0.6pp)
Tecnologia 8.6% (-1.1pp)
Indústria 4.1% (+0.3pp)
Saúde 3.8% (-0.1pp)
Consumo Cíclico 3.3% (-0.1pp)
Serviços de Comunicação 2.5% (-0.2pp)
Consumo Defensivo 1.9% (+0.2pp)
Energia 1.7% (+0.4pp)
Utilidades 1.1% (+0.1pp)
Materiais Básicos 1.0% (+0.1pp)
Imóveis 0.8% (+0.0pp)

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

O portfólio · Q1 2026
#Valor mobiliárioPesoValorAçõesΔ açõesDetido
1 IVV iShares Core S&P 500 ETF 5.8% $21.53B 32.96M +25.1% ▲ Add 2
2 VOO Vanguard S&P 500 ETF 1.7% $6.38B 10.68M +64.4% ▲ Add 2
3 DYNF iShares U.S. Equity Factor… 1.7% $6.34B 108.96M -1.5% ▼ Trim 2
4 IUSB iShares Core Universal USD… 1.6% $6.15B 133.08M +11.8% ▲ Add 2
5 IEMG iShares Core MSCI Emerging… 1.6% $6.05B 86.78M +10.7% ▲ Add 2
6 IVE iShares S&P 500 Value ETF 1.6% $5.86B 27.73M -2.3% ▼ Trim 2
7 IVW iShares S&P 500 Growth ETF 1.5% $5.58B 49.32M +13.0% ▲ Add 2
8 VEA Vanguard FTSE Developed… 1.5% $5.52B 86.07M +12.7% ▲ Add 2
9 IEFA iShares Core MSCI EAFE ETF 1.2% $4.60B 50.86M +45.8% ▲ Add 2
10 EFV iShares MSCI EAFE Value ETF 1.2% $4.44B 59.66M +12.8% ▲ Add 2
11 VTV Vanguard Morningstar Value… 1.2% $4.43B 22.59M +11.4% ▲ Add 2
12 AGG iShares Core U.S. Aggregate… 1.2% $4.42B 44.58M +23.9% ▲ Add 2
13 MSFT Microsoft Corporation 1.2% $4.31B 11.65M +11.7% ▲ Add 2
14 NVDA NVIDIA Corporation 1.1% $4.02B 23.04M +11.1% ▲ Add 2
15 VUG Vanguard Morningstar Growth… 1.0% $3.80B 8.70M +13.6% ▲ Add 2
16 GOVT iShares U.S. Treasury Bond… 0.9% $3.53B 153.89M +112.8% ▲ Add 2
17 QUAL iShares MSCI USA Quality… 0.9% $3.41B 17.77M +6.2% ▲ Add 2
18 AAPL Apple Inc. 0.9% $3.38B 13.32M +14.1% ▲ Add 2
19 BNDX Vanguard Total… 0.8% $2.85B 59.23M +25.5% ▲ Add 2
20 MBB iShares MBS ETF 0.7% $2.74B 28.90M +10.9% ▲ Add 2
21 AMZN Amazon.com, Inc. 0.7% $2.73B 13.10M +8.3% ▲ Add 2
22 EFG iShares MSCI EAFE Growth ETF 0.7% $2.49B 22.40M +742.5% ▲ Add 2
23 BSV Vanguard Short-Term Bond ETF 0.7% $2.47B 31.52M +28.6% ▲ Add 2
24 IJH iShares Core S&P Mid-Cap ETF 0.7% $2.43B 36.04M +5.4% ▲ Add 2
25 TLH iShares 10-20 Year Treasury… 0.6% $2.31B 22.94M -2.7% ▼ Trim 2
26 AVGO Broadcom Inc. 0.6% $2.29B 7.40M +15.1% ▲ Add 2
27 IWF iShares Russell 1000 Growth… 0.6% $2.28B 5.35M +1.6% ▲ Add 2
28 IJR iShares Core S&P Small-Cap… 0.6% $2.22B 17.89M +9.5% ▲ Add 2
29 BAI iShares A.I. Innovation and… 0.6% $2.19B 66.54M +15.0% ▲ Add 2
30 VWO Vanguard FTSE Emerging… 0.6% $2.14B 39.56M +11.7% ▲ Add 2
31 JPM JPMorgan Chase & Co. 0.6% $2.12B 7.19M +6.1% ▲ Add 2
32 GOOGL Alphabet Inc. 0.6% $2.10B 7.32M +9.3% ▲ Add 2
33 MTUM iShares MSCI USA Momentum… 0.5% $2.03B 8.47M +7.5% ▲ Add 2
34 THRO iShares U.S. Thematic… 0.5% $1.99B 55.05M +10.5% ▲ Add 2
35 VTI Vanguard Morningstar Total… 0.5% $1.93B 6.03M +4.9% ▲ Add 2
36 SCHG Schwab U.S. Large-Cap… 0.5% $1.88B 64.46M +0.2% ▲ Add 2
37 BIV Vanguard Intermediate-Term… 0.5% $1.82B 23.55M +39.9% ▲ Add 2
38 META Meta Platforms, Inc. 0.5% $1.82B 3.17M +12.0% ▲ Add 2
39 GOOG Alphabet Inc. 0.5% $1.80B 6.28M +7.5% ▲ Add 2
40 MUB iShares National Muni Bond… 0.5% $1.77B 16.70M +17.8% ▲ Add 2
41 BND Vanguard Total Bond Market… 0.5% $1.76B 23.88M +11.2% ▲ Add 2
42 QQQM Invesco NASDAQ 100 ETF 0.5% $1.76B 7.39M +0.1% ▲ Add 2
43 QQQ Invesco QQQ Trust, Series 1 0.5% $1.74B 3.01M +2.1% ▲ Add 2
44 VO Vanguard Morningstar… 0.5% $1.69B 5.89M +125.5% ▲ Add 2
45 SPY State Street SPDR S&P 500… 0.5% $1.68B 2.58M +4.5% ▲ Add 2
46 XLK State Street Technology… 0.4% $1.56B 11.77M +0.9% ▲ Add 2
47 SPYM State Street SPDR Portfolio… 0.4% $1.55B 20.26M +13.2% ▲ Add 2
48 BLCR iShares Large Cap Core… 0.4% $1.55B 37.73M +53297.3% ▲ Add 2
49 IWB iShares Russell 1000 ETF 0.4% $1.55B 4.34M -4.9% ▼ Trim 2
50 IWD iShares Russell 1000 Value… 0.4% $1.47B 6.89M -11.1% ▼ Trim 2
51 IDEF iShares Defense Industrials… 0.4% $1.46B 44.55M Novo New 1
52 IEF iShares 7-10 Year Treasury… 0.4% $1.41B 14.75M +16.0% ▲ Add 2
53 BINC iShares Flexible Income… 0.4% $1.40B 27.04M -1.7% ▼ Trim 2
54 BDYN iShares Dynamic Equity… 0.4% $1.33B 54.52M +7.9% ▲ Add 2
55 IAGG iShares Core International… 0.4% $1.32B 26.44M +19.6% ▲ Add 2
56 AVEM Avantis Emerging Markets… 0.3% $1.30B 16.13M +3.3% ▲ Add 2
57 TSM Taiwan Semiconductor… 0.3% $1.29B 3.82M +7.9% ▲ Add 2
58 VMBS Vanguard Mortgage-Backed… 0.3% $1.28B 27.33M +22.0% ▲ Add 2
59 V Visa Inc. 0.3% $1.26B 4.15M +10.2% ▲ Add 2
60 JNJ Johnson & Johnson 0.3% $1.21B 4.94M +8.4% ▲ Add 2
61 XLF State Street Financial… 0.3% $1.19B 24.06M -5.3% ▼ Trim 2
62 LLY Eli Lilly and Company 0.3% $1.08B 1.18M +6.2% ▲ Add 2
63 CVX Chevron Corporation 0.3% $1.08B 5.21M +12.8% ▲ Add 2
64 ABBV AbbVie Inc. 0.3% $1.06B 4.85M +0.5% ▲ Add 2
65 IXUS iShares Core MSCI Total… 0.3% $1.02B 11.76M +0.2% ▲ Add 2
66 APUE ActivePassive U.S. Equity… 0.3% $1.02B 25.38M +12.4% ▲ Add 2
67 DFAI Dimensional - International… 0.3% $1.01B 25.96M +158.8% ▲ Add 2
68 PM Philip Morris International… 0.3% $980.58M 5.93M +4.3% ▲ Add 2
69 MA Mastercard Incorporated 0.3% $966.04M 1.93M +8.1% ▲ Add 2
70 BLV Vanguard Long-Term Bond ETF 0.3% $938.56M 13.65M +24.8% ▲ Add 2
71 VXUS Vanguard Total… 0.3% $937.01M 12.15M +2.3% ▲ Add 2
72 VB Vanguard Morningstar… 0.2% $925.89M 3.54M +8.9% ▲ Add 2
73 VCIT Vanguard Intermediate-Term… 0.2% $924.00M 11.17M +2.6% ▲ Add 2
74 XONA.DE Exxon Mobil Corporation 0.2% $906.43M 5.34M +4.0% ▲ Add 2
75 CGDV Capital Group Dividend… 0.2% $884.94M 20.80M +10.5% ▲ Add 2
76 VXF Vanguard Extended Market ETF 0.2% $873.69M 4.25M +39.8% ▲ Add 2
77 HD The Home Depot, Inc. 0.2% $850.33M 2.59M +13.9% ▲ Add 2
78 SPYG State Street SPDR Portfolio… 0.2% $840.62M 8.59M -23.2% ▼ Trim 2
79 AVLV Avantis U.S. Large Cap… 0.2% $817.33M 10.14M -6.8% ▼ Trim 2
80 VEU Vanguard FTSE All-World… 0.2% $812.25M 10.82M +6.0% ▲ Add 2
81 MGC Vanguard Morningstar Mega… 0.2% $802.92M 3.40M -31.5% ▼ Trim 2
82 BDVL iShares Disciplined… 0.2% $802.24M 32.55M +0.3% ▲ Add 2
83 IAU iShares Gold Trust 0.2% $792.23M 8.99M -53.5% ▼ Trim 2
84 CSCO Cisco Systems, Inc. 0.2% $780.36M 10.06M +10.3% ▲ Add 2
85 WT WisdomTree, Inc. 0.2% $774.42M 12.32M +8.6% ▲ Add 2
86 XLV State Street Health Care… 0.2% $758.86M 5.18M +0.7% ▲ Add 2
87 DGRO iShares Core Dividend… 0.2% $745.81M 10.63M +3.3% ▲ Add 2
88 TJX The TJX Companies, Inc. 0.2% $742.28M 4.65M +23.2% ▲ Add 2
89 IWP iShares Russell Mid-Cap… 0.2% $739.58M 5.77M -3.9% ▼ Trim 2
90 IUSV iShares Core S&P U.S. Value… 0.2% $732.62M 7.17M +20.7% ▲ Add 2
91 XLC State Street Communication… 0.2% $726.96M 6.56M +1.7% ▲ Add 2
92 IEUR iShares Core MSCI Europe ETF 0.2% $711.40M 10.12M +35.5% ▲ Add 2
93 PH Parker-Hannifin Corporation 0.2% $677.64M 756.94K -4.0% ▼ Trim 2
94 BIL State Street SPDR Bloomberg… 0.2% $668.62M 7.30M +138.3% ▲ Add 2
95 LQD iShares iBoxx $ Investment… 0.2% $667.33M 6.12M +13.6% ▲ Add 2
96 WMT Walmart Inc. 0.2% $667.11M 5.37M +0.6% ▲ Add 2
97 APH Amphenol Corporation 0.2% $661.02M 5.23M -3.9% ▼ Trim 2
98 IQLT iShares MSCI Intl Quality… 0.2% $657.39M 14.22M -13.7% ▼ Trim 2
99 RTX RTX Corporation 0.2% $652.31M 3.38M +21.5% ▲ Add 2
100 VZ Verizon Communications Inc. 0.2% $647.35M 12.90M +13.7% ▲ Add 2
101 EFA iShares MSCI EAFE ETF 0.2% $638.31M 6.57M +10.0% ▲ Add 2
102 JEPI JPMorgan Equity Premium… 0.2% $632.88M 11.17M +12.9% ▲ Add 2
103 RSP Invesco S&P 500 Equal… 0.2% $616.68M 3.21M +81.0% ▲ Add 2
104 CGGR Capital Group Growth ETF 0.2% $616.37M 15.34M +15.4% ▲ Add 2
105 COST Costco Wholesale Corporation 0.2% $614.86M 617.06K +9.2% ▲ Add 2
106 LRCX Lam Research Corporation 0.2% $611.01M 2.86M -13.3% ▼ Trim 2
107 ITOT iShares Core S&P Total U.S.… 0.2% $602.99M 4.23M +16.9% ▲ Add 2
108 LMUB iShares Long-Term National… 0.2% $599.85M 12.01M Novo New 1
109 AMGN Amgen Inc. 0.2% $597.20M 1.70M +41.7% ▲ Add 2
110 BRK-B Berkshire Hathaway Inc. 0.2% $595.32M 1.24M +34.9% ▲ Add 2
111 MDT Medtronic plc 0.2% $590.33M 6.81M +31.7% ▲ Add 2
112 VCSH Vanguard Short-Term… 0.2% $586.25M 7.40M +6.9% ▲ Add 2
113 CME CME Group Inc. 0.2% $585.24M 1.98M +43.9% ▲ Add 2
114 VT Vanguard Total World Stock… 0.2% $569.25M 4.12M +148.6% ▲ Add 2
115 SCHV Schwab U.S. Large-Cap Value… 0.1% $557.73M 18.29M +10.1% ▲ Add 2
116 VONG Vanguard Russell 1000… 0.1% $555.79M 5.07M +48.1% ▲ Add 2
117 ASML ASML Holding N.V. 0.1% $546.43M 413.70K +16.3% ▲ Add 2
118 VIG Vanguard Dividend… 0.1% $536.98M 2.50M +8.7% ▲ Add 2
119 CGUS Capital Group Core Equity… 0.1% $535.84M 13.95M +21.0% ▲ Add 2
120 ABT Abbott Laboratories 0.1% $532.36M 5.19M -5.1% ▼ Trim 2
121 ETN Eaton Corporation plc 0.1% $531.70M 1.49M +23.3% ▲ Add 2
122 SCHD Schwab U.S. Dividend Equity… 0.1% $531.13M 17.31M +6.8% ▲ Add 2
123 SCHW The Charles Schwab… 0.1% $528.45M 5.62M +3.4% ▲ Add 2
124 BLK BlackRock, Inc. 0.1% $524.29M 545.16K +3.4% ▲ Add 2
125 NFLX Netflix, Inc. 0.1% $520.66M 5.42M +20.2% ▲ Add 2
126 DFAC Dimensional - US Core… 0.1% $515.27M 13.26M +9.7% ▲ Add 2
127 NEE NextEra Energy, Inc. 0.1% $514.09M 5.54M +9.2% ▲ Add 2
128 VYM Vanguard High Dividend… 0.1% $511.20M 3.45M 0.0% ▲ Add 2
129 MS Morgan Stanley 0.1% $510.23M 3.10M +10.4% ▲ Add 2
130 PG The Procter & Gamble Company 0.1% $509.40M 3.53M +21.4% ▲ Add 2
131 ADI Analog Devices, Inc. 0.1% $506.86M 1.59M +18.1% ▲ Add 2
132 TSLA Tesla, Inc. 0.1% $503.81M 1.36M +19.0% ▲ Add 2
133 WFC Wells Fargo & Company 0.1% $502.66M 6.31M +8.9% ▲ Add 2
134 GLD SPDR Gold Shares 0.1% $500.81M 1.16M +1.1% ▲ Add 2
135 EWJ iShares MSCI Japan ETF 0.1% $495.01M 5.86M -6.6% ▼ Trim 2
136 PLD Prologis, Inc. 0.1% $492.45M 3.73M +0.6% ▲ Add 2
137 XLI State Street Industrial… 0.1% $488.34M 3.02M +6.9% ▲ Add 2
138 T AT&T Inc. 0.1% $478.25M 16.50M +18.5% ▲ Add 2
139 FAST Fastenal Company 0.1% $477.78M 10.30M +10.6% ▲ Add 2
140 IDEV iShares Core MSCI… 0.1% $476.11M 5.70M +32.6% ▲ Add 2
141 LHX L3Harris Technologies, Inc. 0.1% $473.37M 1.37M +3.3% ▲ Add 2
142 UNP Union Pacific Corporation 0.1% $466.16M 1.92M +10.7% ▲ Add 2
143 MRK Merck & Co., Inc. 0.1% $463.47M 3.85M +20.2% ▲ Add 2
144 LIN Linde plc 0.1% $463.09M 934.10K +13.8% ▲ Add 2
145 VV Vanguard Morningstar… 0.1% $460.28M 1.54M +8.3% ▲ Add 2
146 IEI iShares 3-7 Year Treasury… 0.1% $454.92M 3.84M -1.0% ▼ Trim 2
147 KO The Coca-Cola Company 0.1% $452.62M 5.95M +16.6% ▲ Add 2
148 AZN AstraZeneca PLC 0.1% $446.64M 2.27M +12.1% ✂ ▲ Add 2
149 IGIB iShares 5-10 Year… 0.1% $445.24M 8.37M +36.7% ▲ Add 2
150 IUSG iShares Core S&P U.S.… 0.1% $444.86M 2.87M +24.5% ▲ Add 2
151 APIE TRUST FOR PROFESSIONAL MANAG 0.1% $442.93M 12.57M +8.1% ▲ Add 2
152 IWM iShares Russell 2000 ETF 0.1% $442.22M 1.78M -12.1% ▼ Trim 2
153 XLP State Street Consumer… 0.1% $441.85M 5.39M -0.5% ▼ Trim 2
154 IWLG NEW YORK LIFE INVTS ACTIVE E 0.1% $440.86M 9.24M +10.5% ▲ Add 2
155 UNH UnitedHealth Group… 0.1% $439.22M 1.62M +20.2% ▲ Add 2
156 BAC Bank of America Corporation 0.1% $437.70M 8.98M +7.2% ▲ Add 2
157 IWR iShares Russell Mid-Cap ETF 0.1% $434.75M 4.47M -2.8% ▼ Trim 2
158 CGGE Capital Group Global Equity… 0.1% $429.93M 14.10M +16.4% ▲ Add 2
159 ORCL Oracle Corporation 0.1% $424.46M 2.89M +3.1% ▲ Add 2
160 CB Chubb Limited 0.1% $423.92M 1.30M +4.1% ▲ Add 2
161 UBER Uber Technologies, Inc. 0.1% $420.32M 5.84M +32.5% ▲ Add 2
162 WEC WEC Energy Group, Inc. 0.1% $419.54M 3.62M +22.0% ▲ Add 2
163 PNC The PNC Financial Services… 0.1% $418.92M 2.01M +12.5% ▲ Add 2
164 AVDE Avantis International… 0.1% $417.12M 4.92M +11.9% ▲ Add 2
165 PGR The Progressive Corporation 0.1% $414.02M 2.09M +4.2% ▲ Add 2
166 GE GE Aerospace 0.1% $412.40M 1.45M +7.6% ▲ Add 2
167 SPDW State Street SPDR Portfolio… 0.1% $407.57M 8.93M +12.1% ▲ Add 2
168 TLT iShares 20+ Year Treasury… 0.1% $406.63M 4.69M +19.7% ▲ Add 2
169 IWN iShares Russell 2000 Value… 0.1% $406.63M 2.14M -1.8% ▼ Trim 2
170 MCD McDonald's Corporation 0.1% $405.94M 1.31M +4.7% ▲ Add 2
171 CGGO Capital Group Global Growth… 0.1% $402.66M 12.07M +17.8% ▲ Add 2
172 PEP PepsiCo, Inc. 0.1% $400.28M 2.58M +23.4% ▲ Add 2
173 APCB TRUST FOR PROFESSIONAL MANAG 0.1% $400.13M 13.59M +10.3% ▲ Add 2
174 KLAC KLA Corporation 0.1% $395.48M 268.60K -3.4% ▼ Trim 2
175 ANET Arista Networks, Inc. 0.1% $395.42M 3.22M +10.2% ▲ Add 2
176 HYG iShares iBoxx $ High Yield… 0.1% $394.41M 4.96M -1.4% ▼ Trim 2
177 AEP American Electric Power… 0.1% $391.81M 2.99M -7.2% ▼ Trim 2
178 SPIB State Street SPDR Portfolio… 0.1% $386.85M 11.53M +5.9% ▲ Add 2
179 CGDG Capital Group Dividend… 0.1% $386.31M 10.76M +15.9% ▲ Add 2
180 XLY State Street Consumer… 0.1% $384.58M 3.53M +4.7% ▲ Add 2
181 COP ConocoPhillips 0.1% $376.66M 2.85M +14.3% ▲ Add 2
182 RDVY First Trust Rising Dividend… 0.1% $369.84M 5.42M +5.2% ▲ Add 2
183 USMV iShares MSCI USA Min Vol… 0.1% $369.58M 3.99M +14.5% ▲ Add 2
184 IGSB iShares 1-5 Year Investment… 0.1% $367.99M 7.00M +16.5% ▲ Add 2
185 MCK McKesson Corporation 0.1% $367.64M 424.84K +30.2% ▲ Add 2
186 ECL Ecolab Inc. 0.1% $366.03M 1.38M +11.9% ▲ Add 2
187 GNR State Street SPDR S&P… 0.1% $363.94M 4.87M +4.6% ▲ Add 2
188 SBUX Starbucks Corporation 0.1% $360.51M 4.02M +21.4% ▲ Add 2
189 VTWO Vanguard Russell 2000 ETF 0.1% $360.34M 3.60M +596.6% ▲ Add 2
190 GEV GE Vernova Inc. 0.1% $360.17M 412.62K -25.4% ▼ Trim 2
191 USIG iShares Broad USD… 0.1% $355.88M 6.95M -11.4% ▼ Trim 2
192 INTU Intuit Inc. 0.1% $354.79M 820.56K -1.6% ▼ Trim 2
193 NVS Novartis AG 0.1% $353.06M 2.31M +29.7% ▲ Add 2
194 SPEM State Street SPDR Portfolio… 0.1% $351.31M 7.49M +39.4% ▲ Add 2
195 VBR Vanguard Morningstar… 0.1% $350.46M 1.61M +19.7% ▲ Add 2
196 CASY Casey's General Stores, Inc. 0.1% $349.22M 479.80K +24.1% ▲ Add 2
197 CGMU Capital Group Municipal… 0.1% $348.66M 12.84M +16.0% ▲ Add 2
198 TSME THRIVENT ETF TRUST 0.1% $346.48M 8.33M +0.7% ▲ Add 2
199 VGIT Vanguard Intermediate-Term… 0.1% $346.26M 5.81M +33.1% ▲ Add 2
200 IWO iShares Russell 2000 Growth… 0.1% $344.25M 1.10M -2.2% ▼ Trim 2
201 DUK Duke Energy Corporation 0.1% $343.28M 2.62M +4.3% ▲ Add 2
202 EOG EOG Resources, Inc. 0.1% $342.92M 2.37M +12.4% ▲ Add 2
203 XLU State Street Utilities… 0.1% $341.24M 7.44M +14.3% ▲ Add 2
204 LMT Lockheed Martin Corporation 0.1% $341.12M 564.40K -11.2% ▼ Trim 2
205 AMAT Applied Materials, Inc. 0.1% $341.00M 997.69K -2.2% ▼ Trim 2
206 FBND Fidelity Total Bond ETF 0.1% $340.88M 7.47M +29.1% ▲ Add 2
207 DIS The Walt Disney Company 0.1% $338.39M 3.51M +23.9% ▲ Add 2
208 USB U.S. Bancorp 0.1% $337.73M 6.49M +7.5% ▲ Add 2
209 ORLY O'Reilly Automotive, Inc. 0.1% $337.09M 3.65M +2.2% ▲ Add 2
210 SPGI S&P Global Inc. 0.1% $336.84M 791.93K -2.4% ▼ Trim 2
211 GSLC Goldman Sachs ActiveBeta… 0.1% $335.19M 2.68M +9.8% ▲ Add 2
212 XLE State Street Energy Select… 0.1% $334.16M 5.45M +23.8% ▲ Add 2
213 WMB The Williams Companies, Inc. 0.1% $332.62M 4.57M +3.7% ▲ Add 2
214 TXN Texas Instruments… 0.1% $329.80M 1.70M +15.9% ▲ Add 2
215 C Citigroup Inc. 0.1% $329.28M 2.90M +16.2% ▲ Add 2
216 MSI Motorola Solutions, Inc. 0.1% $328.47M 756.89K +23.7% ▲ Add 2
217 GD General Dynamics Corporation 0.1% $325.72M 949.02K +18.6% ▲ Add 2
218 QCOM QUALCOMM Incorporated 0.1% $323.54M 2.51M +13.9% ▲ Add 2
219 JAAA Janus Henderson AAA CLO ETF 0.1% $319.53M 6.34M -7.6% ▼ Trim 2
220 PYLD PIMCO Multisector Bond… 0.1% $313.90M 11.98M +106.7% ▲ Add 2
221 LCTU BLACKROCK ETF TRUST 0.1% $310.34M 4.42M -6.9% ▼ Trim 2
222 IPAC iShares Core MSCI Pacific… 0.1% $309.61M 4.05M +2.5% ▲ Add 2
223 CMI Cummins Inc. 0.1% $308.57M 573.52K -8.9% ▼ Trim 2
224 TCPB THRIVENT ETF TRUST 0.1% $307.70M 6.06M +2.1% ▲ Add 2
225 CGHM Capital Group Municipal… 0.1% $305.63M 12.07M +13.9% ▲ Add 2
226 COWZ Pacer US Cash Cows 100 ETF 0.1% $304.97M 4.87M +50.8% ▲ Add 2
227 TEL TE Connectivity plc 0.1% $304.41M 1.46M -2.9% ▼ Trim 2
228 TMO Thermo Fisher Scientific… 0.1% $301.50M 613.39K +18.3% ▲ Add 2
229 DE Deere & Company 0.1% $300.57M 533.58K +1.8% ▲ Add 2
230 BUFR FT Vest Laddered Buffer ETF 0.1% $300.13M 8.89M +28.5% ▲ Add 2
231 CAT Caterpillar Inc. 0.1% $300.09M 423.58K -2.0% ▼ Trim 2
232 ESGU iShares ESG Aware MSCI USA… 0.1% $296.79M 2.10M +8.4% ▲ Add 2
233 SHY iShares 1-3 Year Treasury… 0.1% $296.43M 3.59M +2.8% ▲ Add 2
234 IJJ iShares S&P Mid-Cap 400… 0.1% $290.79M 2.19M +17.9% ▲ Add 2
235 COF Capital One Financial… 0.1% $288.56M 1.58M +4.9% ▲ Add 2
236 USMC Principal U.S. Mega-Cap ETF 0.1% $288.41M 4.48M +5.0% ▲ Add 2
237 SPTL State Street SPDR Portfolio… 0.1% $287.76M 10.94M +8.9% ▲ Add 2
238 SMH VanEck Semiconductor ETF 0.1% $286.10M 746.22K +39.4% ▲ Add 2
239 CGBL Capital Group Core Balanced… 0.1% $283.69M 8.24M +18.7% ▲ Add 2
240 TTE TotalEnergies SE 0.1% $283.64M 3.11M +11.8% ▲ Add 2
241 SHW The Sherwin-Williams Company 0.1% $283.00M 882.85K -0.7% ▼ Trim 2
242 JPST JPMorgan Ultra-Short Income… 0.1% $280.90M 5.55M +28.0% ▲ Add 2
243 MNST Monster Beverage Corporation 0.1% $280.23M 3.87M +6.1% ▲ Add 2
244 ACN Accenture plc 0.1% $277.87M 1.40M -12.2% ▼ Trim 2
245 GSUS Goldman Sachs MarketBeta… 0.1% $277.45M 3.10M +8.3% ▲ Add 2
246 GBIL Goldman Sachs Access… 0.1% $277.23M 2.77M +108.1% ▲ Add 2
247 AVUV Avantis U.S. Small Cap… 0.1% $275.55M 2.49M +6.7% ▲ Add 2
248 SNA Snap-on Incorporated 0.1% $273.99M 754.34K +2.7% ▲ Add 2
249 SPYV State Street SPDR Portfolio… 0.1% $271.70M 4.80M +16.1% ▲ Add 2
250 HON Honeywell International Inc. 0.1% $271.66M 1.20M +34.5% ▲ Add 2
251 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $269.53M 5.40M +16.0% ▲ Add 2
252 CGMM Capital Group U.S. Small… 0.1% $267.76M 9.12M +24.9% ▲ Add 2
253 SHOP Shopify Inc. 0.1% $267.04M 2.25M +21.7% ▲ Add 2
254 PFE Pfizer Inc. 0.1% $262.42M 9.35M +8.1% ▲ Add 2
255 DHR Danaher Corporation 0.1% $261.79M 1.38M +7.7% ▲ Add 2
256 LOW Lowe's Companies, Inc. 0.1% $261.67M 1.11M +7.9% ▲ Add 2
257 MGK Vanguard Morningstar Mega… 0.1% $261.36M 711.29K +5.9% ▲ Add 2
258 GILD Gilead Sciences, Inc. 0.1% $259.09M 1.86M +4.1% ▲ Add 2
259 NOW ServiceNow, Inc. 0.1% $258.13M 2.47M -9.3% ▼ Trim 2
260 UL Unilever PLC 0.1% $257.48M 4.52M +57.4% ▲ Add 2
261 IBM International Business… 0.1% $256.97M 1.06M -15.0% ▼ Trim 2
262 FELG Fidelity Enhanced Large Cap… 0.1% $256.76M 6.85M +11.5% ▲ Add 2
263 CGCP Capital Group Core Plus… 0.1% $256.57M 11.48M +10.6% ▲ Add 2
264 AVDV Avantis International Small… 0.1% $255.90M 2.56M +12.3% ▲ Add 2
265 PAYX Paychex, Inc. 0.1% $255.58M 2.77M +25.1% ▲ Add 2
266 ISRG Intuitive Surgical, Inc. 0.1% $254.05M 551.10K +13.3% ▲ Add 2
267 VGT Vanguard Information… 0.1% $253.32M 363.07K +5.0% ▲ Add 2
268 BNY Bank of New York Mellon Corp 0.1% $251.07M 2.12M +0.2% ▲ Add 2
269 SPAB State Street SPDR Portfolio… 0.1% $250.84M 9.79M +7.2% ▲ Add 2
270 IWX iShares Russell Top 200… 0.1% $247.78M 2.67M -13.3% ▼ Trim 2
271 SPMD State Street SPDR Portfolio… 0.1% $245.64M 4.15M +44.8% ▲ Add 2
272 GS The Goldman Sachs Group… 0.1% $245.54M 290.24K +7.8% ▲ Add 2
273 ADP Automatic Data Processing… 0.1% $245.00M 1.21M -12.3% ▼ Trim 2
274 JCI Johnson Controls… 0.1% $244.19M 1.86M -1.2% ▼ Trim 2
275 BTI British American Tobacco… 0.1% $241.59M 4.13M +38.6% ▲ Add 2
276 BOND PIMCO Active Bond… 0.1% $241.26M 2.61M +24.5% ▲ Add 2
277 WM Waste Management, Inc. 0.1% $240.12M 1.04M +3.5% ▲ Add 2
278 IYW iShares U.S. Technology ETF 0.1% $239.60M 1.32M -34.7% ▼ Trim 2
279 BBUS JPMorgan BetaBuilders U.S.… 0.1% $239.47M 2.04M +11.6% ▲ Add 2
280 MO Altria Group, Inc. 0.1% $238.56M 3.62M +5.1% ▲ Add 2
281 VGSH Vanguard Short-Term… 0.1% $238.07M 4.07M +25.3% ▲ Add 2
282 SGOV iShares 0-3 Month Treasury… 0.1% $237.95M 2.36M +109.7% ▲ Add 2
283 SCHH Schwab U.S. REIT ETF 0.1% $237.35M 11.04M +848.6% ▲ Add 2
284 SO The Southern Company 0.1% $236.06M 2.45M +7.7% ▲ Add 2
285 JIRE JPMorgan International… 0.1% $234.86M 3.10M +7.0% ▲ Add 2
286 FIBR ISHARES TR 0.1% $230.01M 2.58M +13.3% ▲ Add 2
287 ACLC AMERICAN CENTY ETF TR 0.1% $229.85M 3.12M +7.9% ▲ Add 2
288 SUSC iShares ESG Aware USD… 0.1% $229.70M 9.93M +4.9% ▲ Add 2
289 PRF Invesco RAFI US 1000 ETF 0.1% $229.46M 4.83M +0.9% ▲ Add 2
290 APD Air Products and Chemicals… 0.1% $227.95M 784.70K +27.9% ▲ Add 2
291 AXP American Express Company 0.1% $226.56M 749.00K +27.6% ▲ Add 2
292 DVY iShares Select Dividend ETF 0.1% $225.21M 1.49M +6.1% ▲ Add 2
293 VRTX Vertex Pharmaceuticals… 0.1% $224.86M 503.56K +6.8% ▲ Add 2
294 DFAX Dimensional World ex U.S.… 0.1% $224.36M 6.60M +0.7% ▲ Add 2
295 SPTI State Street SPDR Portfolio… 0.1% $224.35M 7.83M +27.2% ▲ Add 2
296 MU Micron Technology, Inc. 0.1% $222.89M 659.76K +10.0% ▲ Add 2
297 JEPQ JPMorgan Nasdaq Equity… 0.1% $222.59M 4.01M +18.3% ▲ Add 2
298 VOE Vanguard Morningstar… 0.1% $222.12M 1.21M +6.2% ▲ Add 2
299 EMR Emerson Electric Co. 0.1% $221.75M 1.69M +7.6% ▲ Add 2
300 CRM Salesforce, Inc. 0.1% $221.52M 1.19M -1.8% ▼ Trim 2
301 ETR Entergy Corporation 0.1% $221.42M 1.97M +10.2% ▲ Add 2
302 DFIV Dimensional - International… 0.1% $221.03M 4.19M +10.8% ▲ Add 2
303 AZO AutoZone, Inc. 0.1% $216.59M 64.12K +1.6% ▲ Add 2
304 TIP iShares TIPS Bond ETF 0.1% $216.44M 1.96M -3.9% ▼ Trim 2
305 VYMI Vanguard International High… 0.1% $216.30M 2.30M +15.2% ▲ Add 2
306 MDLZ Mondelez International, Inc. 0.1% $216.22M 3.75M +24.4% ▲ Add 2
307 VTIP Vanguard Short-Term… 0.1% $216.02M 4.32M +12.4% ▲ Add 2
308 SHV iShares Trust iShares 0-1… 0.1% $215.58M 1.95M +76.2% ▲ Add 2
309 PVAL Putnam Focused Large Cap… 0.1% $215.23M 4.64M +14.3% ▲ Add 2
310 DSI iShares ESG MSCI KLD 400 ETF 0.1% $215.05M 1.77M -6.2% ▼ Trim 2
311 BKNG Booking Holdings Inc. 0.1% $214.67M 50.99K -1.2% ▼ Trim 2
312 ACGL Arch Capital Group Ltd. 0.1% $213.28M 2.22M +6.2% ▲ Add 2
313 CGMS Capital Group U.S.… 0.1% $212.85M 7.82M +24.2% ▲ Add 2
314 AJG Arthur J. Gallagher & Co. 0.1% $211.67M 977.35K -20.0% ▼ Trim 2
315 IGM iShares Expanded Tech… 0.1% $211.07M 1.78M +6.2% ▲ Add 2
316 DBEF Xtrackers MSCI EAFE Hedged… 0.1% $210.63M 4.26M +102.8% ▲ Add 2
317 VONV Vanguard Russell 1000 Value… 0.1% $210.26M 2.24M +24.0% ▲ Add 2
318 HSY The Hershey Company 0.1% $209.95M 1.01M -2.0% ▼ Trim 2
319 EAGG iShares ESG Aware U.S.… 0.1% $209.38M 4.40M +21.6% ▲ Add 2
320 NDAQ Nasdaq, Inc. 0.1% $209.05M 2.46M +10.8% ▲ Add 2
321 PAVE Global X - U.S.… 0.1% $207.69M 4.09M +40.2% ▲ Add 2
322 IBB iShares Biotechnology ETF 0.1% $207.12M 1.23M +0.3% ▲ Add 2
323 SPSM State Street SPDR Portfolio… 0.1% $206.94M 4.28M +22.7% ▲ Add 2
324 CAH Cardinal Health, Inc. 0.1% $206.84M 978.86K +10.8% ▲ Add 2
325 ENB Enbridge Inc. 0.1% $206.62M 3.82M -1.5% ▼ Trim 2
326 VRT Vertiv Holdings Co 0.1% $206.46M 823.94K +79.3% ▲ Add 2
327 AVUS Avantis U.S. Equity ETF 0.1% $203.62M 1.83M +8.7% ▲ Add 2
328 SHEL Shell plc 0.1% $202.82M 2.18M +9.5% ▲ Add 2
329 ICE Intercontinental Exchange… 0.1% $200.40M 1.27M +20.9% ▲ Add 2
330 FERG Ferguson plc 0.1% $199.38M 854.75K +9.9% ▲ Add 2
331 USHY iShares Broad USD High… 0.1% $198.42M 5.39M -0.1% ▼ Trim 2
332 JBND JPMorgan Active Bond ETF 0.1% $197.94M 3.68M +39.1% ▲ Add 2
333 IJK iShares S&P Mid-Cap 400… 0.1% $197.36M 1.96M +5.0% ▲ Add 2
334 MRSH Marsh & McLennan Companies… 0.1% $196.60M 1.13M +0.1% ▲ Add 2
335 TSCO Tractor Supply Company 0.1% $195.82M 4.32M -8.2% ▼ Trim 2
336 HEFA iShares Currency Hedged… 0.1% $195.13M 4.59M +216.9% ▲ Add 2
337 APP AppLovin Corporation 0.1% $194.97M 489.88K +12.5% ▲ Add 2
338 DFIC Dimensional - International… 0.1% $193.12M 5.44M +17.4% ▲ Add 2
339 VBK Vanguard Morningstar… 0.1% $192.61M 637.26K +21.1% ▲ Add 2
340 VWOB Vanguard Emerging Markets… 0.1% $192.55M 2.93M +33.3% ▲ Add 2
341 VNQ Vanguard Real Estate ETF 0.1% $191.10M 2.15M +30.0% ▲ Add 2
342 ROST Ross Stores, Inc. 0.1% $190.75M 880.53K -14.6% ▼ Trim 2
343 SYK Stryker Corporation 0.1% $190.53M 579.83K +20.1% ▲ Add 2
344 WDC Western Digital Corporation 0.1% $189.71M 701.35K +18.2% ▲ Add 2
345 IDV iShares International… 0.1% $189.03M 4.44M +11.4% ▲ Add 2
346 PSX Phillips 66 0.1% $187.14M 1.03M -21.6% ▼ Trim 2
347 BA The Boeing Company 0.1% $186.76M 972.23K +21.9% ▲ Add 2
348 MCO Moody's Corporation 0.1% $186.51M 427.53K +6.1% ▲ Add 2
349 SCHO Schwab Short-Term U.S.… 0.1% $186.19M 7.67M +2.7% ▲ Add 2
350 SNY Sanofi 0.1% $186.07M 3.86M +21.1% ▲ Add 2
351 FNDX Schwab Fundamental U.S.… 0.0% $184.44M 6.62M +28.5% ▲ Add 2
352 MGV Vanguard Morningstar Mega… 0.0% $184.26M 1.27M -2.5% ▼ Trim 2
353 TMUS T-Mobile US, Inc. 0.0% $183.27M 872.60K -15.4% ▼ Trim 2
354 VOT Vanguard Morningstar… 0.0% $183.21M 711.92K +5.3% ▲ Add 2
355 VLUE iShares MSCI USA Value… 0.0% $182.90M 1.29M +883.9% ▲ Add 2
356 SPOT Spotify Technology S.A. 0.0% $182.77M 376.92K +25.0% ▲ Add 2
357 CMCSA Comcast Corporation 0.0% $181.91M 6.34M +15.4% ▲ Add 2
358 CGCB Capital Group Core Bond ETF 0.0% $180.68M 6.88M +26.8% ▲ Add 2
359 TFC Truist Financial Corporation 0.0% $180.35M 3.92M +4.6% ▲ Add 2
360 GSIE Goldman Sachs ActiveBeta… 0.0% $179.88M 4.17M +52.4% ▲ Add 2
361 TRGP Targa Resources Corp. 0.0% $179.40M 715.53K +25.1% ▲ Add 2
362 AMT American Tower Corporation 0.0% $178.44M 1.03M +96.4% ▲ Add 2
363 GCOR GOLDMAN SACHS ETF TR 0.0% $177.96M 4.31M +25.3% ▲ Add 2
364 FENI Fidelity Enhanced… 0.0% $175.01M 4.70M +15.7% ▲ Add 2
365 TRV The Travelers Companies… 0.0% $174.42M 597.98K +5.2% ▲ Add 2
366 JNK State Street SPDR Bloomberg… 0.0% $174.35M 1.82M +3.6% ▲ Add 2
367 PANW Palo Alto Networks, Inc. 0.0% $173.51M 1.08M +12.2% ▲ Add 2
368 KMI Kinder Morgan, Inc. 0.0% $170.46M 5.08M +0.6% ▲ Add 2
369 CDNS Cadence Design Systems, Inc. 0.0% $170.38M 613.17K -35.3% ▼ Trim 2
370 EME EMCOR Group, Inc. 0.0% $169.36M 229.39K +24.5% ▲ Add 2
371 SPTS State Street SPDR Portfolio… 0.0% $166.91M 5.72M -0.3% ▼ Trim 2
372 WELL Welltower Inc. 0.0% $165.54M 837.28K +23.0% ▲ Add 2
373 VOOG Vanguard S&P 500 Growth ETF 0.0% $164.17M 402.67K +7.0% ▲ Add 2
374 CRWD CrowdStrike Holdings, Inc. 0.0% $164.11M 420.36K +12.4% ▲ Add 2
375 HELO JPMorgan Hedged Equity… 0.0% $163.88M 2.56M +36.8% ▲ Add 2
376 GLW Corning Inc 0.0% $163.63M 1.20M -13.6% ▼ Trim 2
377 TOTL State Street DoubleLine… 0.0% $163.60M 4.12M +9.8% ▲ Add 2
378 SCHI SCHWAB STRATEGIC TR 0.0% $163.48M 7.21M -1.2% ▼ Trim 2
379 SCHF Schwab International Equity… 0.0% $162.74M 6.58M +32.9% ▲ Add 2
380 PLTR Palantir Technologies Inc. 0.0% $162.71M 1.11M +28.4% ▲ Add 2
381 EMXC iShares MSCI Emerging… 0.0% $161.76M 2.06M +36.6% ▲ Add 2
382 HDV iShares Core High Dividend… 0.0% $161.58M 1.19M +32.6% ▲ Add 2
383 BDX Becton, Dickinson and… 0.0% $161.05M 1.02M -14.6% ✂ ▼ Trim 2
384 SDY State Street SPDR S&P… 0.0% $161.03M 1.10M +2.2% ▲ Add 2
385 SPSB State Street SPDR Portfolio… 0.0% $159.56M 5.31M -1.6% ▼ Trim 2
386 SCHP Schwab US TIPS ETF 0.0% $159.52M 5.99M +19.3% ▲ Add 2
387 AMD Advanced Micro Devices, Inc. 0.0% $158.88M 781.00K +34.9% ▲ Add 2
388 EXPD Expeditors International of… 0.0% $158.14M 1.10M +6.3% ▲ Add 2
389 COR Cencora, Inc. 0.0% $157.97M 502.85K +5.3% ▲ Add 2
390 PSC Principal U.S. Small-Cap… 0.0% $156.74M 2.73M +19.6% ▲ Add 2
391 CTVA Corteva, Inc. 0.0% $156.46M 1.87M +8.4% ▲ Add 2
392 TBLL Invesco Short Term Treasury… 0.0% $155.62M 1.47M +732.0% ▲ Add 2
393 XMMO Invesco S&P MidCap Momentum… 0.0% $154.00M 1.06M +184.3% ▲ Add 2
394 GTO Invesco Total Return Bond… 0.0% $153.90M 3.29M +9.9% ▲ Add 2
395 FVD First Trust Value Line… 0.0% $153.90M 3.27M +15.6% ▲ Add 2
396 USXF iShares ESG Advanced MSCI… 0.0% $153.82M 2.79M +4.5% ▲ Add 2
397 VGLT Vanguard Long-Term Treasury… 0.0% $153.23M 2.77M +20.4% ▲ Add 2
398 UPS United Parcel Service, Inc. 0.0% $153.11M 1.56M +42.1% ▲ Add 2
399 ITA iShares U.S. Aerospace &… 0.0% $152.67M 697.90K -85.2% ▼ Trim 2
400 DELL Dell Technologies Inc. 0.0% $152.04M 926.36K +2.0% ▲ Add 2
401 RGLO RUSSELL INVTS EXCHANGE TRADE 0.0% $151.57M 5.23M +11.7% ▲ Add 2
402 SPMO Invesco S&P 500 Momentum ETF 0.0% $151.49M 1.35M +2.2% ▲ Add 2
403 ESGE iShares ESG Aware MSCI EM… 0.0% $151.36M 3.33M -6.2% ▼ Trim 2
404 HWM Howmet Aerospace Inc. 0.0% $150.50M 653.04K +21.2% ▲ Add 2
405 SPHQ Invesco S&P 500 Quality ETF 0.0% $150.26M 2.00M +3.3% ▲ Add 2
406 DIVO Amplify CWP Enhanced… 0.0% $149.79M 3.34M +15.4% ▲ Add 2
407 HLT Hilton Worldwide Holdings… 0.0% $148.26M 487.56K +10.7% ▲ Add 2
408 CARR Carrier Global Corporation 0.0% $147.76M 2.62M +8.7% ▲ Add 2
409 ACWX iShares MSCI ACWI ex U.S.… 0.0% $147.36M 2.15M +26.5% ▲ Add 2
410 OMC Omnicom Group Inc. 0.0% $146.39M 1.94M +5.6% ▲ Add 2
411 TCHP T. Rowe Price Blue Chip… 0.0% $146.27M 3.31M +259.4% ▲ Add 2
412 NVO Novo Nordisk A/S 0.0% $145.51M 3.96M +42.8% ▲ Add 2
413 EQIX Equinix, Inc. 0.0% $144.97M 147.90K -12.7% ▼ Trim 2
414 NOC Northrop Grumman Corporation 0.0% $144.68M 212.06K -0.1% ▼ Trim 2
415 CTAS Cintas Corporation 0.0% $144.27M 852.98K +29.6% ▲ Add 2
416 VICI VICI Properties Inc. 0.0% $144.08M 5.27M -11.9% ▼ Trim 2
417 SNPS Synopsys, Inc. 0.0% $144.00M 363.19K +8.6% ▲ Add 2
418 FTEC Fidelity MSCI Information… 0.0% $143.00M 687.32K -4.0% ▼ Trim 2
419 SDVY First Trust SMID Cap Rising… 0.0% $142.79M 3.62M +10.3% ▲ Add 2
420 EBAY eBay Inc. 0.0% $142.69M 1.57M +12.5% ▲ Add 2
421 DIHP Dimensional International… 0.0% $141.83M 4.40M +7.4% ▲ Add 2
422 ESGD iShares ESG Aware MSCI EAFE… 0.0% $141.79M 1.48M +2.8% ▲ Add 2
423 IGEB ISHARES TR 0.0% $141.66M 3.14M -2.4% ▼ Trim 2
424 EEM iShares MSCI Emerging… 0.0% $140.58M 2.48M +23.8% ▲ Add 2
425 AMP Ameriprise Financial, Inc. 0.0% $140.43M 315.99K -38.5% ▼ Trim 2
426 SE Sea Limited 0.0% $139.70M 1.69M +43.5% ▲ Add 2
427 NGG National Grid plc 0.0% $138.78M 1.64M -9.8% ▼ Trim 2
428 LCAP Principal Capital… 0.0% $138.72M 4.78M +63.3% ▲ Add 2
429 CLOA BLACKROCK ETF TRUST II 0.0% $138.44M 2.67M +57.3% ▲ Add 2
430 CVS CVS Health Corp. 0.0% $137.96M 1.92M +2.9% ▲ Add 2
431 XTEN BONDBLOXX ETF TRUST 0.0% $137.75M 3.00M +8.2% ▲ Add 2
432 MPWR Monolithic Power Systems… 0.0% $137.60M 125.86K +1.0% ▲ Add 2
433 FDX FedEx Corporation 0.0% $137.42M 385.81K +11.2% ▲ Add 2
434 IWS iShares Russell Mid-Cap… 0.0% $137.19M 941.35K -6.5% ▼ Trim 2
435 AON Aon plc 0.0% $136.60M 423.21K +22.9% ▲ Add 2
436 ABNB Airbnb, Inc. 0.0% $136.59M 1.08M +14.7% ▲ Add 2
437 RSG Republic Services, Inc. 0.0% $136.47M 623.10K +3.5% ▲ Add 2
438 VRSN VeriSign, Inc. 0.0% $136.38M 549.12K +6.5% ▲ Add 2
439 MET MetLife, Inc. 0.0% $135.73M 1.92M +5.6% ▲ Add 2
440 JIVE JPMorgan International… 0.0% $135.12M 1.58M +7.1% ▲ Add 2
441 RING ISHARES INC 0.0% $134.84M 1.71M -7.0% ▼ Trim 2
442 DUHP Dimensional - US High… 0.0% $134.45M 3.66M +19.1% ▲ Add 2
443 FDVV Fidelity High Dividend ETF 0.0% $134.42M 2.43M +17.5% ▲ Add 2
444 FBCG Fidelity Blue Chip Growth… 0.0% $133.92M 2.67M +90.7% ▲ Add 2
445 ADSK Autodesk, Inc. 0.0% $131.53M 549.44K -1.3% ▼ Trim 2
446 GWW W.W. Grainger, Inc. 0.0% $131.16M 120.24K +18.1% ▲ Add 2
447 XSMO Invesco S&P SmallCap… 0.0% $130.48M 1.72M +5.2% ▲ Add 2
448 AVES AMERICAN CENTY ETF TR 0.0% $129.77M 2.16M +805.8% ▲ Add 2
449 XLSR SSGA ACTIVE TR 0.0% $129.38M 2.24M +16.5% ▲ Add 2
450 MLN VANECK ETF TRUST 0.0% $129.24M 7.41M +27.2% ▲ Add 2
451 ELV Elevance Health Inc. 0.0% $128.66M 439.50K +3.3% ▲ Add 2
452 SRE Sempra 0.0% $127.93M 1.32M +5.9% ▲ Add 2
453 PFF iShares Preferred and… 0.0% $127.45M 4.20M +6.2% ▲ Add 2
454 PIEQ Principal Exchange-Traded… 0.0% $126.78M 3.73M +10.2% ▲ Add 2
455 FNDF Schwab Fundamental… 0.0% $126.42M 2.58M +17.4% ▲ Add 2
456 CI Cigna Corporation 0.0% $126.07M 472.62K +31.1% ▲ Add 2
457 XTWY BONDBLOXX ETF TRUST 0.0% $125.78M 3.35M +2.0% ▲ Add 2
458 SCHQ SCHWAB STRATEGIC TR 0.0% $125.36M 3.99M -34.1% ▼ Trim 2
459 VHT Vanguard Health Care ETF 0.0% $125.19M 459.70K +1.8% ▲ Add 2
460 APMU TRUST FOR PROFESSIONAL MANAG 0.0% $124.80M 5.01M +15.5% ▲ Add 2
461 ATO Atmos Energy Corporation 0.0% $124.61M 674.57K +22.2% ▲ Add 2
462 PPL PPL Corporation 0.0% $124.17M 3.25M +3.2% ▲ Add 2
463 JCPB JPMorgan Core Plus Bond ETF 0.0% $123.11M 2.61M +17.2% ▲ Add 2
464 BCHP PRINCIPAL EXCHANGE TRADED FD 0.0% $122.72M 3.75M +11.3% ▲ Add 2
465 SNOW Snowflake Inc. 0.0% $122.57M 812.68K +20.8% ▲ Add 2
466 DFAS Dimensional - US Small Cap… 0.0% $122.54M 1.72M +11.0% ▲ Add 2
467 MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0% $122.37M 2.47M +8.9% ▲ Add 2
468 O Realty Income Corporation 0.0% $122.37M 2.00M -7.1% ▼ Trim 2
469 TFI State Street SPDR Nuveen… 0.0% $121.68M 2.68M +12.2% ▲ Add 2
470 SONY Sony Group Corporation 0.0% $121.65M 5.88M +9.3% ▲ Add 2
471 URI United Rentals, Inc. 0.0% $121.46M 166.71K +5.4% ▲ Add 2
472 EQWL Invesco S&P 100 Equal… 0.0% $121.43M 1.05M +1142.3% ▲ Add 2
473 SAP SAP SE 0.0% $120.03M 701.06K -4.0% ▼ Trim 2
474 JPIE JPMorgan Income ETF 0.0% $119.91M 2.60M +2.4% ▲ Add 2
475 GVI iShares Intermediate… 0.0% $119.76M 1.12M +2.5% ▲ Add 2
476 STX Seagate Technology Holdings… 0.0% $119.54M 305.14K +11.3% ▲ Add 2
477 IWY iShares Russell Top 200… 0.0% $118.55M 476.41K +17.9% ▲ Add 2
478 SPHY State Street SPDR Portfolio… 0.0% $118.43M 5.08M +18.1% ▲ Add 2
479 FVAL FIDELITY COVINGTON TRUST 0.0% $118.00M 1.70M +9.7% ▲ Add 2
480 ITW Illinois Tool Works Inc. 0.0% $117.69M 452.16K -0.6% ▼ Trim 2
481 IGLB iShares 10+ Year Investment… 0.0% $116.73M 2.35M -18.7% ▼ Trim 2
482 STIP iShares 0-5 Year TIPS Bond… 0.0% $116.39M 1.13M +31.1% ▲ Add 2
483 MINT PIMCO Enhanced Short… 0.0% $116.16M 1.16M +170.2% ▲ Add 2
484 DFSD Dimensional - Short… 0.0% $115.82M 2.42M +6.8% ▲ Add 2
485 SCHR Schwab Intermediate-Term… 0.0% $115.78M 4.65M +36.0% ▲ Add 2
486 TAXF AMERICAN CENTY ETF TR 0.0% $115.14M 2.30M +4.8% ▲ Add 2
487 DPZ Domino's Pizza, Inc. 0.0% $114.94M 320.34K +3.7% ▲ Add 2
488 DIA State Street SPDR Dow Jones… 0.0% $114.52M 247.24K +2.7% ▲ Add 2
489 TPR Tapestry, Inc. 0.0% $113.58M 804.90K +71.6% ▲ Add 2
490 FDMO FIDELITY COVINGTON TRUST 0.0% $113.33M 1.41M +7.4% ▲ Add 2
491 CBRE CBRE Group, Inc. 0.0% $113.25M 836.04K +3.1% ▲ Add 2
492 ADBE Adobe Inc. 0.0% $112.61M 463.28K +0.3% ▲ Add 2
493 FCX Freeport-McMoRan Inc. 0.0% $112.55M 1.91M +16.8% ▲ Add 2
494 LEN Lennar Corporation 0.0% $112.52M 1.30M +44.9% ▲ Add 2
495 PZA Invesco National AMT-Free… 0.0% $111.33M 4.84M +88.9% ▲ Add 2
496 OEF iShares S&P 100 ETF 0.0% $110.93M 348.75K -96.7% ▼ Trim 2
497 BMY Bristol-Myers Squibb Company 0.0% $110.71M 1.83M +19.0% ▲ Add 2
498 PWR Quanta Services, Inc. 0.0% $110.47M 201.21K +17.9% ▲ Add 2
499 TT Trane Technologies plc 0.0% $110.45M 265.04K -7.0% ▼ Trim 2
500 ZTS Zoetis Inc. 0.0% $109.26M 924.33K -26.1% ▼ Trim 2

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
4110–1 trimestres
42242–4 trimestres

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

Gestores similares
GestorPosições comunsSobreposição de nomesSimilaridade ponderada
Mml Investors Services, Llc 3045 61.7% 0.8905 Comparar ⇄
Truist Financial Corp 2660 54.0% 0.7843 Comparar ⇄
Cetera Investment Advisers 3912 69.7% 0.7794 Comparar ⇄
Citadel Advisors 3246 42.3% 0.7506 Comparar ⇄
Northwestern Mutual Wealth Management Co 3290 60.2% 0.7304 Comparar ⇄
LPL Financial LLC 4299 67.8% 0.7164 Comparar ⇄
Wealth Enhancement Advisory Services… 3160 57.6% 0.7048 Comparar ⇄
Captrust Financial Advisors 2662 50.8% 0.701 Comparar ⇄

Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia

Histórico de registros
Sep 23 2026 13F-HR/A · período Q2 2026

$424.24B · 4,825 posições listadas · emenda (restatement) · Ver filing original na SEC ↗

Aug 03 2026 13F-HR · período Q2 2026

$423.60B · 4,822 posições listadas · Ver filing original na SEC ↗

May 04 2026 13F-HR · período Q1 2026

$373.58B · 4,703 posições listadas · Ver filing original na SEC ↗

Feb 10 2026 13F-HR · período Q4 2025

$337.09B · 4,439 posições listadas · Ver filing original na SEC ↗

Nov 05 2025 13F-HR · período Q3 2025

$347.54B · 4,505 posições listadas · Ver filing original na SEC ↗

Aug 01 2025 13F-HR · período Q2 2025

$342.70B · 4,426 posições listadas · 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: Q1 2026 · último registro Sep 23, 2026 · Metodologia de variação