Scheda del gestore

Jones Financial Companies Lllp

Des Peres, MO · CIK 815917 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$249.84BValore 13F dichiarato

5,993Posizioni

46.9%Peso top-10

38.10Partecipazioni effettive

2.1%Turnover est.

+483Nuovo

−244Uscite

Il valore del portafoglio 13F dichiarato comprende solo le posizioni lunghe statunitensi soggette a obbligo di dichiarazione — esclusi liquidità, obbligazioni, posizioni corte e partecipazioni non statunitensi. Non corrisponde agli asset in gestione.

Valore dichiarato per trimestre Q4 2025 → Q2 2026

Esposizione settoriale

Servizi finanziari 79.0% (-1.0pp)

Tecnologia 7.7% (+1.3pp)

Industria 2.7% (+0.0pp)

Sanità 2.5% (+0.1pp)

Beni di consumo ciclici 2.4% (+0.0pp)

Servizi di comunicazione 1.9% (+0.1pp)

Beni di consumo difensivi 1.1% (-0.1pp)

Energia 1.0% (-0.3pp)

Materiali di base 0.7% (+0.0pp)

Utility 0.6% (+0.0pp)

Immobiliare 0.4% (+0.0pp)

Quota del valore comune dichiarato; (±pp) rispetto al trimestre precedente.

Il portafoglio · Q2 2026

#	Strumento finanziario	Peso	Valore	Quote	Δ azioni		Detenuto
1	VUG Vanguard Morningstar Growth…	7.3%	$18.14B	219.11M	-6.9% ✂	▼ Trim	3+
2	SPYM State Street SPDR Portfolio…	5.8%	$14.56B	169.82M	+53.4%	▲ Add	3+
3	IVV iShares Core S&P 500 ETF	5.7%	$14.17B	19.41M	+2.6%	▲ Add	3+
4	VOO Vanguard S&P 500 ETF	5.0%	$12.43B	18.54M	+8.5%	▲ Add	3+
5	AGG iShares Core U.S. Aggregate…	4.4%	$10.94B	110.16M	-16.7%	▼ Trim	3+
6	IWR iShares Russell Mid-Cap ETF	4.4%	$10.92B	99.65M	+7.2%	▲ Add	3+
7	IEFA iShares Core MSCI EAFE ETF	4.3%	$10.84B	113.50M	+4.7%	▲ Add	3+
8	VTV Vanguard Morningstar Value…	3.9%	$9.74B	44.58M	-13.1%	▼ Trim	3+
9	VO Vanguard Morningstar…	3.5%	$8.86B	110.77M	+5.4% ✂	▲ Add	3+
10	VV Vanguard Morningstar…	2.6%	$6.47B	19.22M	+3.0%	▲ Add	3+
11	SCZ iShares MSCI EAFE Small-Cap…	1.8%	$4.38B	53.30M	+7.8%	▲ Add	3+
12	IUSB iShares Core Universal USD…	1.6%	$4.05B	87.51M	+9.9%	▲ Add	3+
13	VEA Vanguard FTSE Developed…	1.6%	$4.01B	56.82M	+3.3%	▲ Add	3+
14	USHY iShares Broad USD High…	1.5%	$3.79B	102.45M	+7.4%	▲ Add	3+
15	IWB iShares Russell 1000 ETF	1.4%	$3.48B	8.71M	-16.7%	▼ Trim	3+
16	AVDV Avantis International Small…	1.4%	$3.45B	33.27M	+9.6%	▲ Add	3+
17	IJR iShares Core S&P Small-Cap…	1.3%	$3.35B	22.72M	+14.4%	▲ Add	3+
18	NVDA NVIDIA Corporation	1.2%	$2.91B	15.11M	+25.7%	▲ Add	3+
19	AAPL Apple Inc.	1.1%	$2.65B	9.34M	+10.8%	▲ Add	3+
20	AMZN Amazon.com, Inc.	0.9%	$2.25B	9.68M	+13.6%	▲ Add	3+
21	GOOGL Alphabet Inc.	0.9%	$2.24B	6.63M	+11.9%	▲ Add	3+
22	MSFT Microsoft Corporation	0.9%	$2.16B	5.80M	+14.3%	▲ Add	3+
23	DFIS Dimensional - International…	0.9%	$2.16B	61.37M	+4.5%	▲ Add	3+
24	IEMG iShares Core MSCI Emerging…	0.7%	$1.75B	21.55M	+7.5%	▲ Add	3+
25	AVGO Broadcom Inc.	0.6%	$1.46B	3.98M	+5.9%	▲ Add	3+
26	IUSG iShares Core S&P U.S.…	0.5%	$1.24B	6.83M	+1.3%	▲ Add	3+
27	QQQM Invesco NASDAQ 100 ETF	0.5%	$1.21B	4.17M	+22.0%	▲ Add	3+
28	IWS iShares Russell Mid-Cap…	0.5%	$1.15B	6.99M	-9.2%	▼ Trim	3+
29	DGRO iShares Core Dividend…	0.4%	$1.09B	14.42M	+19.4%	▲ Add	3+
30	LLY Eli Lilly and Company	0.4%	$901.18M	746.10K	+14.6%	▲ Add	3+
31	IUSV iShares Core S&P U.S. Value…	0.4%	$889.94M	8.10M	+5.9%	▲ Add	3+
32	TSM Taiwan Semiconductor…	0.3%	$855.69M	1.98M	+10.3%	▲ Add	3+
33	OEF iShares S&P 100 ETF	0.3%	$851.67M	2.38M	+9.5%	▲ Add	3+
34	META Meta Platforms, Inc.	0.3%	$836.21M	1.52M	+8.9%	▲ Add	3+
35	CGDV Capital Group Dividend…	0.3%	$796.48M	16.43M	+21.8%	▲ Add	3+
36	VB Vanguard Morningstar…	0.3%	$789.23M	2.63M	-11.5%	▼ Trim	3+
37	AMD Advanced Micro Devices, Inc.	0.3%	$787.22M	1.51M	+15.4%	▲ Add	3+
38	SPY State Street SPDR S&P 500…	0.3%	$761.17M	1.04M	+7.9%	▲ Add	3+
39	GOOG Alphabet Inc.	0.3%	$760.19M	2.27M	+20.8%	▲ Add	3+
40	V Visa Inc.	0.3%	$750.56M	2.23M	+17.2%	▲ Add	3+
41	JPM JPMorgan Chase & Co.	0.3%	$717.37M	2.18M	+10.9%	▲ Add	3+
42	IJH iShares Core S&P Mid-Cap ETF	0.3%	$707.73M	9.27M	+12.1%	▲ Add	3+
43	EFA iShares MSCI EAFE ETF	0.3%	$679.98M	6.63M	+4.3%	▲ Add	3+
44	VOE Vanguard Morningstar…	0.3%	$671.99M	3.38M	+7.8%	▲ Add	3+
45	IWD iShares Russell 1000 Value…	0.3%	$659.85M	2.72M	+2.9%	▲ Add	3+
46	MU Micron Technology, Inc.	0.2%	$606.77M	535.82K	+29.3%	▲ Add	3+
47	EFV iShares MSCI EAFE Value ETF	0.2%	$574.16M	7.54M	+1.4%	▲ Add	3+
48	CGUS Capital Group Core Equity…	0.2%	$555.72M	12.78M	+63.8%	▲ Add	3+
49	VIG Vanguard Dividend…	0.2%	$543.97M	2.32M	+12.8%	▲ Add	3+
50	LIN Linde plc	0.2%	$540.58M	1.04M	+9.9%	▲ Add	3+
51	VTEB Vanguard Tax-Exempt Bond ETF	0.2%	$539.79M	10.68M	+20.2%	▲ Add	3+
52	EFG iShares MSCI EAFE Growth ETF	0.2%	$532.56M	4.37M	+1.7%	▲ Add	3+
53	CGGR Capital Group Growth ETF	0.2%	$528.83M	11.55M	+20.2%	▲ Add	3+
54	VYM Vanguard High Dividend…	0.2%	$527.76M	3.34M	+11.7%	▲ Add	3+
55	AVEM Avantis Emerging Markets…	0.2%	$504.73M	5.35M	+25.4%	▲ Add	3+
56	APH Amphenol Corporation	0.2%	$494.67M	3.02M	+8.4%	▲ Add	3+
57	IAGG iShares Core International…	0.2%	$482.69M	9.54M	+73.0%	▲ Add	3+
58	QQQ Invesco QQQ Trust, Series 1	0.2%	$474.89M	672.07K	+17.1%	▲ Add	3+
59	IWF iShares Russell 1000 Growth…	0.2%	$473.94M	3.98M	-12.3% ✂	▼ Trim	3+
60	JNJ Johnson & Johnson	0.2%	$462.07M	1.81M	+17.0%	▲ Add	3+
61	VSS Vanguard FTSE All-World…	0.2%	$443.42M	2.90M	+6.6%	▲ Add	3+
62	KLAC KLA Corporation	0.2%	$430.27M	1.73M	+42.3% ✂	▲ Add	3+
63	IVW iShares S&P 500 Growth ETF	0.2%	$423.78M	3.19M	+6.8%	▲ Add	3+
64	VTI Vanguard Morningstar Total…	0.2%	$404.88M	1.12M	+44.4%	▲ Add	3+
65	BRK-B Berkshire Hathaway Inc.	0.2%	$388.18M	778.21K	+10.2%	▲ Add	3+
66	XONA.DE Exxon Mobil Corporation	0.2%	$385.96M	2.83M	-3.1%	▼ Trim	3+
67	BAC Bank of America Corporation	0.2%	$385.22M	6.66M	+1.9%	▲ Add	3+
68	AMAT Applied Materials, Inc.	0.2%	$384.51M	611.77K	+31.4%	▲ Add	3+
69	CVX Chevron Corporation	0.1%	$372.81M	2.18M	+7.5%	▲ Add	3+
70	ASML ASML Holding N.V.	0.1%	$365.15M	203.45K	+10.7%	▲ Add	3+
71	IWM iShares Russell 2000 ETF	0.1%	$363.46M	1.21M	+1.7%	▲ Add	3+
72	VTWO Vanguard Russell 2000 ETF	0.1%	$354.50M	2.95M	-29.8%	▼ Trim	3+
73	WFC Wells Fargo & Company	0.1%	$347.30M	4.14M	+29.0%	▲ Add	3+
74	TSLA Tesla, Inc.	0.1%	$346.37M	911.81K	+23.0%	▲ Add	3+
75	RTX RTX Corporation	0.1%	$344.43M	1.83M	+4.1%	▲ Add	3+
76	MUB iShares National Muni Bond…	0.1%	$341.83M	3.18M	+7.5%	▲ Add	3+
77	PG The Procter & Gamble Company	0.1%	$339.81M	2.28M	+2.9%	▲ Add	3+
78	BND Vanguard Total Bond Market…	0.1%	$339.77M	4.61M	+9.6%	▲ Add	3+
79	VOT Vanguard Morningstar…	0.1%	$328.74M	1.10M	+6.2%	▲ Add	3+
80	MRK Merck & Co., Inc.	0.1%	$327.91M	2.55M	-4.2%	▼ Trim	3+
81	UNH UnitedHealth Group…	0.1%	$326.40M	762.85K	+39.4%	▲ Add	3+
82	ADI Analog Devices, Inc.	0.1%	$322.06M	831.00K	-10.2%	▼ Trim	3+
83	DE Deere & Company	0.1%	$321.25M	522.48K	+15.3%	▲ Add	3+
84	JGRO JPMorgan Active Growth ETF	0.1%	$318.24M	3.38M	+15.5%	▲ Add	3+
85	AZN AstraZeneca PLC	0.1%	$314.81M	1.67M	+66.3%	▲ Add	3+
86	VWO Vanguard FTSE Emerging…	0.1%	$311.56M	5.28M	+8.9%	▲ Add	3+
87	VEU Vanguard FTSE All-World…	0.1%	$306.94M	3.71M	+7.0%	▲ Add	3+
88	NVS Novartis AG	0.1%	$306.81M	1.97M	+8.4%	▲ Add	3+
89	CAT Caterpillar Inc.	0.1%	$306.72M	307.27K	+33.8%	▲ Add	3+
90	ITOT iShares Core S&P Total U.S.…	0.1%	$302.30M	1.88M	+89.8%	▲ Add	3+
91	IWP iShares Russell Mid-Cap…	0.1%	$282.91M	2.00M	-30.0%	▼ Trim	3+
92	MA Mastercard Incorporated	0.1%	$282.33M	565.71K	+41.1%	▲ Add	3+
93	COST Costco Wholesale Corporation	0.1%	$274.09M	287.93K	+19.0%	▲ Add	3+
94	KO The Coca-Cola Company	0.1%	$274.04M	3.32M	+1.2%	▲ Add	3+
95	VYMI Vanguard International High…	0.1%	$273.63M	2.80M	+27.6%	▲ Add	3+
96	SCHF Schwab International Equity…	0.1%	$271.25M	9.89M	+18.5%	▲ Add	3+
97	BTI British American Tobacco…	0.1%	$270.71M	4.31M	+11.0%	▲ Add	3+
98	GE GE Aerospace	0.1%	$267.85M	725.83K	-4.7%	▼ Trim	3+
99	SCHM Schwab U.S. Mid-Cap ETF	0.1%	$266.24M	7.35M	+53.4%	▲ Add	3+
100	CGGO Capital Group Global Growth…	0.1%	$266.11M	6.46M	+19.1%	▲ Add	3+
101	ETN Eaton Corporation plc	0.1%	$265.53M	659.08K	+10.8%	▲ Add	3+
102	BIV Vanguard Intermediate-Term…	0.1%	$261.24M	3.39M	+9.2%	▲ Add	3+
103	SPHQ Invesco S&P 500 Quality ETF	0.1%	$257.80M	2.97M	+20.3%	▲ Add	3+
104	VBR Vanguard Morningstar…	0.1%	$251.34M	1.04M	+5.2%	▲ Add	3+
105	ABBV AbbVie Inc.	0.1%	$250.49M	988.81K	+27.2%	▲ Add	3+
106	CSCO Cisco Systems, Inc.	0.1%	$244.56M	2.15M	+4.9%	▲ Add	3+
107	GEV GE Vernova Inc.	0.1%	$244.56M	233.95K	+13.0%	▲ Add	3+
108	WMT Walmart Inc.	0.1%	$243.87M	2.11M	+42.4%	▲ Add	3+
109	TMO Thermo Fisher Scientific…	0.1%	$237.30M	463.29K	-8.4%	▼ Trim	3+
110	HD The Home Depot, Inc.	0.1%	$236.31M	677.27K	-7.4%	▼ Trim	3+
111	VONG Vanguard Russell 1000…	0.1%	$235.35M	1.93M	-7.2%	▼ Trim	3+
112	WT WisdomTree, Inc.	0.1%	$235.21M	4.01M	+10.7%	▲ Add	3+
113	CB Chubb Limited	0.1%	$230.82M	676.02K	+6.1%	▲ Add	3+
114	PANW Palo Alto Networks, Inc.	0.1%	$229.53M	752.97K	-0.1%	▼ Trim	3+
115	VBK Vanguard Morningstar…	0.1%	$228.32M	638.37K	+3.5%	▲ Add	3+
116	BLK BlackRock, Inc.	0.1%	$228.21M	236.62K	+12.8%	▲ Add	3+
117	DUK Duke Energy Corporation	0.1%	$223.71M	1.74M	+8.3%	▲ Add	3+
118	ROST Ross Stores, Inc.	0.1%	$221.89M	1.04M	-20.5%	▼ Trim	3+
119	ACGL Arch Capital Group Ltd.	0.1%	$221.37M	2.27M	+7.4%	▲ Add	3+
120	PAAA PGIM AAA CLO ETF	0.1%	$220.20M	4.28M	+36.8%	▲ Add	3+
121	MCD McDonald's Corporation	0.1%	$217.70M	806.98K	-5.4%	▼ Trim	3+
122	C Citigroup Inc.	0.1%	$217.46M	1.53M	+8.3%	▲ Add	3+
123	TTE TotalEnergies SE	0.1%	$216.78M	2.82M	+7.9%	▲ Add	3+
124	NWG NatWest Group plc	0.1%	$215.21M	12.50M	+0.2%	▲ Add	3+
125	LOW Lowe's Companies, Inc.	0.1%	$208.17M	936.50K	-0.8%	▼ Trim	3+
126	PULS PGIM Ultra Short Bond ETF	0.1%	$206.15M	4.15M	+28.1%	▲ Add	3+
127	DYNF iShares U.S. Equity Factor…	0.1%	$204.55M	3.09M	+46.3%	▲ Add	3+
128	RDVY First Trust Rising Dividend…	0.1%	$203.21M	2.56M	+21.7%	▲ Add	3+
129	UBS UBS Group AG	0.1%	$202.68M	4.13M	+17.4%	▲ Add	3+
130	JEPI JPMorgan Equity Premium…	0.1%	$192.67M	3.43M	+12.8%	▲ Add	3+
131	COP ConocoPhillips	0.1%	$191.99M	1.81M	+2.6%	▲ Add	3+
132	NGG National Grid plc	0.1%	$188.65M	2.27M	+5.3%	▲ Add	3+
133	DFIV Dimensional - International…	0.1%	$187.50M	3.48M	+31.4%	▲ Add	3+
134	PM Philip Morris International…	0.1%	$187.35M	1.04M	+23.0%	▲ Add	3+
135	CVS CVS Health Corp.	0.1%	$186.96M	1.79M	+27.2%	▲ Add	3+
136	BCS Barclays PLC	0.1%	$186.88M	6.99M	-21.3%	▼ Trim	3+
137	MDT Medtronic plc	0.1%	$183.49M	2.27M	-29.9%	▼ Trim	3+
138	JHMM John Hancock Investments -…	0.1%	$182.29M	2.46M	+21.7%	▲ Add	3+
139	SPYG State Street SPDR Portfolio…	0.1%	$180.53M	1.57M	+69.2%	▲ Add	3+
140	AME AMETEK, Inc.	0.1%	$179.15M	753.45K	-5.3%	▼ Trim	3+
141	TXN Texas Instruments…	0.1%	$179.06M	627.13K	+18.2%	▲ Add	3+
142	UNP Union Pacific Corporation	0.1%	$177.99M	663.05K	+13.4%	▲ Add	3+
143	NEE NextEra Energy, Inc.	0.1%	$177.87M	2.01M	+26.2%	▲ Add	3+
144	RIO Rio Tinto Group	0.1%	$175.02M	1.87M	+8.2%	▲ Add	3+
145	HDV iShares Core High Dividend…	0.1%	$174.94M	6.28M	+20.1% ✂	▲ Add	3+
146	MPC Marathon Petroleum…	0.1%	$174.84M	687.91K	+10.6%	▲ Add	3+
147	GS The Goldman Sachs Group…	0.1%	$173.63M	170.31K	+6.7%	▲ Add	3+
148	NOW ServiceNow, Inc.	0.1%	$172.40M	1.75M	-5.6%	▼ Trim	3+
149	BA The Boeing Company	0.1%	$172.38M	793.88K	+0.3%	▲ Add	3+
150	PEP PepsiCo, Inc.	0.1%	$171.65M	1.22M	-3.0%	▼ Trim	3+
151	VIGI Vanguard International…	0.1%	$171.19M	1.84M	+12.8%	▲ Add	3+
152	MS Morgan Stanley	0.1%	$168.52M	794.87K	+31.6%	▲ Add	3+
153	ENB Enbridge Inc.	0.1%	$165.69M	2.95M	+9.3%	▲ Add	3+
154	DHR Danaher Corporation	0.1%	$165.38M	843.98K	+20.6%	▲ Add	3+
155	AXP American Express Company	0.1%	$164.73M	484.00K	+40.5%	▲ Add	3+
156	PGR The Progressive Corporation	0.1%	$164.72M	734.30K	+0.8%	▲ Add	3+
157	BSV Vanguard Short-Term Bond ETF	0.1%	$163.98M	2.10M	+14.7%	▲ Add	3+
158	MFG Mizuho Financial Group, Inc.	0.1%	$163.45M	16.83M	+9.4%	▲ Add	3+
159	HIMU Blackrock ETF Trust II -…	0.1%	$158.62M	3.19M	+69.4%	▲ Add	3+
160	NXPI NXP Semiconductors N.V.	0.1%	$158.48M	571.90K	+44.6%	▲ Add	3+
161	SCHD Schwab U.S. Dividend Equity…	0.1%	$158.29M	4.93M	+28.0%	▲ Add	3+
162	JMUB JPMorgan Municipal ETF	0.1%	$158.17M	3.12M	+120.1%	▲ Add	3+
163	RWL Invesco S&P 500 Revenue ETF	0.1%	$157.46M	1.23M	+24.6%	▲ Add	3+
164	VXF Vanguard Extended Market ETF	0.1%	$157.37M	650.98K	-1.9%	▼ Trim	3+
165	ING ING Groep N.V.	0.1%	$156.29M	5.08M	+25.4%	▲ Add	3+
166	JEPQ JPMorgan Nasdaq Equity…	0.1%	$154.83M	2.61M	+21.0%	▲ Add	3+
167	PLTR Palantir Technologies Inc.	0.1%	$154.45M	1.37M	+13.8%	▲ Add	3+
168	BX Blackstone Inc.	0.1%	$152.51M	1.32M	+67.9%	▲ Add	3+
169	DIA State Street SPDR Dow Jones…	0.1%	$151.22M	292.06K	+8.9%	▲ Add	3+
170	CGMU Capital Group Municipal…	0.1%	$151.07M	5.49M	+39.0%	▲ Add	3+
171	ANET Arista Networks, Inc.	0.1%	$148.79M	943.74K	-31.1%	▼ Trim	3+
172	HWM Howmet Aerospace Inc.	0.1%	$148.51M	552.34K	+8.4%	▲ Add	3+
173	LRCX Lam Research Corporation	0.1%	$147.06M	387.87K	+35.5%	▲ Add	3+
174	SMH VanEck Semiconductor ETF	0.1%	$146.67M	239.79K	+23.9%	▲ Add	3+
175	CBRE CBRE Group, Inc.	0.1%	$146.41M	1.07M	-2.9%	▼ Trim	3+
176	IVE iShares S&P 500 Value ETF	0.1%	$145.32M	641.50K	+9.5%	▲ Add	3+
177	SPYV State Street SPDR Portfolio…	0.1%	$143.53M	2.37M	+60.3%	▲ Add	3+
178	SCHW The Charles Schwab…	0.1%	$143.49M	1.58M	-7.1%	▼ Trim	3+
179	INTC Intel Corp.	0.1%	$143.12M	1.11M	+10.8%	▲ Add	3+
180	TDY Teledyne Technologies…	0.1%	$141.39M	226.47K	+6.4%	▲ Add	3+
181	MOAT VanEck Morningstar Wide…	0.1%	$140.27M	1.36M	-1.3%	▼ Trim	3+
182	WDC Western Digital Corporation	0.1%	$139.97M	238.51K	+12.2%	▲ Add	3+
183	ORLY O'Reilly Automotive, Inc.	0.1%	$139.95M	1.56M	+19.4%	▲ Add	3+
184	XMMO Invesco S&P MidCap Momentum…	0.1%	$139.62M	835.69K	+49.1%	▲ Add	3+
185	CGIE Capital Group International…	0.1%	$137.45M	3.78M	+45.0%	▲ Add	3+
186	ORCL Oracle Corporation	0.1%	$137.34M	925.05K	+25.9%	▲ Add	3+
187	TJX The TJX Companies, Inc.	0.1%	$135.74M	876.56K	-11.2%	▼ Trim	3+
188	DIS The Walt Disney Company	0.1%	$135.63M	1.37M	+29.2%	▲ Add	3+
189	IBM International Business…	0.1%	$135.27M	497.43K	+18.2%	▲ Add	3+
190	BBVA Banco Bilbao Vizcaya…	0.1%	$135.15M	5.55M	+16.1%	▲ Add	3+
191	NFLX Netflix, Inc.	0.1%	$135.05M	1.83M	+5.3%	▲ Add	3+
192	JPST JPMorgan Ultra-Short Income…	0.1%	$134.90M	2.67M	+21.4%	▲ Add	3+
193	TD The Toronto-Dominion Bank	0.1%	$134.22M	1.12M	-15.1%	▼ Trim	3+
194	COWZ Pacer US Cash Cows 100 ETF	0.1%	$132.47M	2.10M	+13.6%	▲ Add	3+
195	SCHX Schwab U.S. Large-Cap ETF	0.1%	$130.43M	4.52M	+34.8%	▲ Add	3+
196	QCOM QUALCOMM Incorporated	0.1%	$130.11M	687.07K	-13.3%	▼ Trim	3+
197	LMT Lockheed Martin Corporation	0.1%	$129.93M	255.97K	+2.5%	▲ Add	3+
198	VZ Verizon Communications Inc.	0.1%	$128.32M	2.76M	+8.9%	▲ Add	3+
199	SOXX iShares Semiconductor ETF	0.1%	$127.38M	215.91K	+18.1%	▲ Add	3+
200	WELL Welltower Inc.	0.1%	$126.68M	557.26K	+9.4%	▲ Add	3+
201	USB U.S. Bancorp	0.1%	$125.99M	2.07M	+28.5%	▲ Add	3+
202	ICE Intercontinental Exchange…	0.1%	$125.89M	1.02M	-38.2%	▼ Trim	3+
203	XLK State Street Technology…	0.1%	$124.30M	682.65K	+18.4%	▲ Add	3+
204	GLD SPDR Gold Shares	0.1%	$123.77M	331.28K	+9.7%	▲ Add	3+
205	AON Aon plc	0.0%	$123.43M	375.51K	+45.0%	▲ Add	3+
206	CSL Carlisle Companies…	0.0%	$123.26M	317.37K	+12.4%	▲ Add	3+
207	PH Parker-Hannifin Corporation	0.0%	$122.87M	126.80K	+3.5%	▲ Add	3+
208	XMHQ Invesco S&P MidCap Quality…	0.0%	$120.87M	1.08M	+10.9%	▲ Add	3+
209	USMV iShares MSCI USA Min Vol…	0.0%	$120.69M	1.26M	+8.4%	▲ Add	3+
210	WM Waste Management, Inc.	0.0%	$120.58M	534.67K	-12.6%	▼ Trim	3+
211	DFEV DIMENSIONAL ETF TRUST	0.0%	$120.58M	2.88M	+40.1%	▲ Add	3+
212	ABT Abbott Laboratories	0.0%	$120.38M	1.28M	-14.5%	▼ Trim	3+
213	SCHC Schwab International…	0.0%	$120.01M	2.51M	+56.7%	▲ Add	3+
214	VCIT Vanguard Intermediate-Term…	0.0%	$119.07M	1.44M	+19.6%	▲ Add	3+
215	TFC Truist Financial Corporation	0.0%	$117.63M	2.33M	+7.6%	▲ Add	3+
216	PCAR PACCAR Inc	0.0%	$117.53M	973.87K	-8.0%	▼ Trim	3+
217	SPGI S&P Global Inc.	0.0%	$116.65M	285.85K	+19.1%	▲ Add	3+
218	BRO Brown & Brown, Inc.	0.0%	$115.27M	1.80M	+5.1%	▲ Add	3+
219	URI United Rentals, Inc.	0.0%	$114.73M	102.29K	+8.9%	▲ Add	3+
220	E Eni S.p.A.	0.0%	$114.59M	2.49M	-5.6%	▼ Trim	3+
221	SYK Stryker Corporation	0.0%	$114.46M	344.13K	+151.8%	▲ Add	3+
222	CRWD CrowdStrike Holdings, Inc.	0.0%	$113.37M	161.55K	+22.7%	▲ Add	3+
223	MAR Marriott International, Inc.	0.0%	$113.21M	300.07K	+16.3%	▲ Add	3+
224	CRM Salesforce, Inc.	0.0%	$113.17M	714.97K	-21.9%	▼ Trim	3+
225	PFE Pfizer Inc.	0.0%	$112.67M	4.64M	+2.6%	▲ Add	3+
226	PLD Prologis, Inc.	0.0%	$111.72M	798.57K	+21.1%	▲ Add	3+
227	SPMO Invesco S&P 500 Momentum ETF	0.0%	$111.31M	721.88K	+56.3%	▲ Add	3+
228	HDB HDFC Bank Limited	0.0%	$110.82M	4.31M	-2.2%	▼ Trim	3+
229	MC Moelis & Company	0.0%	$110.23M	1.71M	+32.5%	▲ Add	3+
230	LH Labcorp Holdings Inc.	0.0%	$109.12M	401.96K	+9.7%	▲ Add	3+
231	WAT Waters Corporation	0.0%	$108.93M	290.94K	+22.9%	▲ Add	3+
232	RSP Invesco S&P 500 Equal…	0.0%	$107.96M	513.34K	+18.3%	▲ Add	3+
233	DG Dollar General Corporation	0.0%	$107.84M	903.65K	-9.4%	▼ Trim	3+
234	ISRG Intuitive Surgical, Inc.	0.0%	$107.54M	265.74K	-19.3%	▼ Trim	3+
235	BINC iShares Flexible Income…	0.0%	$107.52M	2.05M	+36.7%	▲ Add	3+
236	FWONA Formula One Group	0.0%	$106.94M	1.16M	+18.1%	▲ Add	3+
237	MDLZ Mondelez International, Inc.	0.0%	$106.87M	1.77M	+28.6%	▲ Add	3+
238	IGIB iShares 5-10 Year…	0.0%	$106.04M	1.99M	+14.6%	▲ Add	3+
239	VRTX Vertex Pharmaceuticals…	0.0%	$105.85M	215.42K	+6.2%	▲ Add	3+
240	VT Vanguard Total World Stock…	0.0%	$104.09M	676.10K	+35.9%	▲ Add	3+
241	QUAL iShares MSCI USA Quality…	0.0%	$102.40M	479.25K	+10.7%	▲ Add	3+
242	FTNT Fortinet, Inc.	0.0%	$102.02M	672.84K	+2.4%	▲ Add	3+
243	MCO Moody's Corporation	0.0%	$101.92M	226.48K	+1.7%	▲ Add	3+
244	CDW CDW Corporation	0.0%	$101.13M	758.62K	+6.5%	▲ Add	3+
245	MEDP Medpace Holdings, Inc.	0.0%	$100.81M	191.27K	+13.7%	▲ Add	3+
246	EMR Emerson Electric Co.	0.0%	$99.40M	692.84K	+14.2%	▲ Add	3+
247	ISTB iShares Core 1-5 Year USD…	0.0%	$99.37M	2.06M	+16.7%	▲ Add	3+
248	VGT Vanguard Information…	0.0%	$99.17M	870.04K	+14.4% ✂	▲ Add	3+
249	CI Cigna Corporation	0.0%	$98.33M	347.75K	+6.4%	▲ Add	3+
250	SBUX Starbucks Corporation	0.0%	$98.13M	940.27K	+8.4%	▲ Add	3+
251	O Realty Income Corporation	0.0%	$97.74M	1.55M	+5.1%	▲ Add	3+
252	MKSI MKS Inc.	0.0%	$97.39M	250.58K	+12.0%	▲ Add	3+
253	CGCP Capital Group Core Plus…	0.0%	$97.11M	4.33M	+16.2%	▲ Add	3+
254	IXUS iShares Core MSCI Total…	0.0%	$97.06M	1.03M	+13.2%	▲ Add	3+
255	AJG Arthur J. Gallagher & Co.	0.0%	$95.93M	424.43K	+91.2%	▲ Add	3+
256	SNPS Synopsys, Inc.	0.0%	$95.46M	210.29K	+19.9%	▲ Add	3+
257	WMB The Williams Companies, Inc.	0.0%	$95.06M	1.22M	+28.2%	▲ Add	3+
258	SONY Sony Group Corporation	0.0%	$93.86M	4.76M	+3.9%	▲ Add	3+
259	SO The Southern Company	0.0%	$93.69M	964.40K	+21.8%	▲ Add	3+
260	TT Trane Technologies plc	0.0%	$93.16M	194.93K	+1.0%	▲ Add	3+
261	KEYS Keysight Technologies, Inc.	0.0%	$92.90M	282.63K	-7.6%	▼ Trim	3+
262	GD General Dynamics Corporation	0.0%	$91.11M	262.45K	-18.1%	▼ Trim	3+
263	ECL Ecolab Inc.	0.0%	$90.45M	318.89K	+6.4%	▲ Add	3+
264	WRB W. R. Berkley Corporation	0.0%	$89.75M	1.26M	+9.8%	▲ Add	3+
265	CGBL Capital Group Core Balanced…	0.0%	$89.67M	2.38M	+22.9%	▲ Add	3+
266	SCMB Schwab Municipal Bond ETF	0.0%	$89.64M	3.48M	+16.8%	▲ Add	3+
267	MCK McKesson Corporation	0.0%	$89.62M	117.38K	+0.4%	▲ Add	3+
268	JBND JPMorgan Active Bond ETF	0.0%	$89.45M	1.67M	+30.9%	▲ Add	3+
269	MSA MSA Safety Incorporated	0.0%	$89.34M	524.13K	+34.9%	▲ Add	3+
270	HLT Hilton Worldwide Holdings…	0.0%	$89.16M	267.85K	-2.6%	▼ Trim	3+
271	TCAF T. Rowe Price Capital…	0.0%	$86.87M	2.15M	+9.7%	▲ Add	3+
272	ODFL Old Dominion Freight Line…	0.0%	$86.70M	396.27K	-31.6%	▼ Trim	3+
273	SHOP Shopify Inc.	0.0%	$85.75M	733.75K	-2.1%	▼ Trim	3+
274	COR Cencora, Inc.	0.0%	$85.26M	297.97K	+404.0%	▲ Add	3+
275	PVAL Putnam Focused Large Cap…	0.0%	$85.08M	1.67M	+61.0%	▲ Add	3+
276	STX Seagate Technology Holdings…	0.0%	$85.00M	94.45K	+16.1%	▲ Add	3+
277	FDL First Trust Morningstar…	0.0%	$84.98M	1.71M	+20.1%	▲ Add	3+
278	SCHB Schwab U.S. Broad Market ETF	0.0%	$84.19M	2.97M	+12.6%	▲ Add	3+
279	OKE ONEOK, Inc.	0.0%	$84.19M	945.65K	+10.3%	▲ Add	3+
280	SCHE Schwab Emerging Markets…	0.0%	$84.08M	2.35M	+11.6%	▲ Add	3+
281	VRT Vertiv Holdings Co	0.0%	$83.74M	275.47K	+6.2%	▲ Add	3+
282	LVHI Franklin International Low…	0.0%	$83.42M	2.05M	+28.7%	▲ Add	3+
283	JAVA JPMorgan Active Value ETF	0.0%	$83.32M	1.05M	+19.2%	▲ Add	3+
284	FDX FedEx Corporation	0.0%	$82.94M	260.39K	-3.7% ✂	▼ Trim	3+
285	CGXU Capital Group International…	0.0%	$82.69M	2.40M	+19.4%	▲ Add	3+
286	D Dominion Energy, Inc.	0.0%	$82.60M	1.19M	-25.6%	▼ Trim	3+
287	MRSH Marsh & McLennan Companies…	0.0%	$82.59M	488.65K	-32.5%	▼ Trim	3+
288	FTCS First Trust Capital…	0.0%	$82.59M	878.70K	+6.6%	▲ Add	3+
289	SDY State Street SPDR S&P…	0.0%	$82.06M	536.12K	+10.3%	▲ Add	3+
290	IHG InterContinental Hotels…	0.0%	$81.96M	474.18K	+1.4%	▲ Add	3+
291	CGMM Capital Group U.S. Small…	0.0%	$81.30M	2.51M	+69.6%	▲ Add	3+
292	MMIT NYLI MACKAY MUNICIPAL…	0.0%	$81.29M	3.33M	+1063.4%	▲ Add	3+
293	IJK iShares S&P Mid-Cap 400…	0.0%	$80.39M	696.60K	+21.2%	▲ Add	3+
294	MPWR Monolithic Power Systems…	0.0%	$80.13M	61.01K	+13.1%	▲ Add	3+
295	SDVY First Trust SMID Cap Rising…	0.0%	$79.24M	1.84M	+22.2%	▲ Add	3+
296	AEP American Electric Power…	0.0%	$79.13M	570.67K	+55.3%	▲ Add	3+
297	CSX CSX Corporation	0.0%	$78.47M	1.65M	+0.7%	▲ Add	3+
298	ADP Automatic Data Processing…	0.0%	$78.18M	349.70K	+53.4%	▲ Add	3+
299	WWD Woodward, Inc.	0.0%	$77.92M	180.54K	-5.4%	▼ Trim	3+
300	VXUS Vanguard Total…	0.0%	$77.56M	918.06K	+42.1%	▲ Add	3+
301	BKNG Booking Holdings Inc.	0.0%	$76.99M	424.93K	+66.8% ✂	▲ Add	3+
302	UBER Uber Technologies, Inc.	0.0%	$76.69M	1.01M	+10.0%	▲ Add	3+
303	RBA RB Global, Inc.	0.0%	$76.52M	663.62K	+70.2%	▲ Add	3+
304	TKO TKO Group Holdings, Inc.	0.0%	$76.03M	352.18K	+5.1%	▲ Add	3+
305	SPOT Spotify Technology S.A.	0.0%	$75.20M	163.48K	+149.9%	▲ Add	3+
306	BKR Baker Hughes Company	0.0%	$75.18M	1.33M	+164.3%	▲ Add	3+
307	SCHA Schwab U.S. Small-Cap ETF	0.0%	$75.17M	2.11M	+13.1%	▲ Add	3+
308	ARM Arm Holdings plc American…	0.0%	$75.11M	224.70K	+217.0%	▲ Add	3+
309	MTUM iShares MSCI USA Momentum…	0.0%	$75.06M	230.44K	+13.3%	▲ Add	3+
310	UL Unilever PLC	0.0%	$74.54M	1.23M	+3.0%	▲ Add	3+
311	MFSI MFS ACTIVE EXCHANGE TRADED…	0.0%	$74.53M	2.33M	+31.0%	▲ Add	3+
312	VMC Vulcan Materials Company	0.0%	$74.36M	238.84K	+31.7%	▲ Add	3+
313	J Jacobs Solutions Inc.	0.0%	$73.88M	587.76K	-12.5%	▼ Trim	3+
314	ALL The Allstate Corporation	0.0%	$73.55M	307.38K	-3.8%	▼ Trim	3+
315	SPCX Space Exploration…	0.0%	$72.08M	470.42K	Nuovo	New	1
316	IYW iShares U.S. Technology ETF	0.0%	$72.05M	300.56K	+10.5%	▲ Add	3+
317	CGDG Capital Group Dividend…	0.0%	$71.44M	1.90M	+22.8%	▲ Add	3+
318	JIVE JPMorgan International…	0.0%	$71.26M	778.42K	+104.0%	▲ Add	3+
319	UPS United Parcel Service, Inc.	0.0%	$70.61M	652.94K	-3.7%	▼ Trim	3+
320	STT State Street Corporation	0.0%	$70.18M	417.45K	+3.0%	▲ Add	3+
321	IWN iShares Russell 2000 Value…	0.0%	$70.03M	316.26K	+5.0%	▲ Add	3+
322	VONV Vanguard Russell 1000 Value…	0.0%	$69.84M	656.47K	+15.9%	▲ Add	3+
323	MDB MongoDB, Inc.	0.0%	$69.81M	222.32K	+311.2%	▲ Add	3+
324	TCHP T. Rowe Price Blue Chip…	0.0%	$69.38M	1.44M	+16.1%	▲ Add	3+
325	ELV Elevance Health Inc.	0.0%	$69.10M	175.14K	-17.2%	▼ Trim	3+
326	COWG Pacer US Large Cap Cash…	0.0%	$69.08M	1.81M	+3.9%	▲ Add	3+
327	GLW Corning Inc	0.0%	$68.48M	309.55K	+107.2%	▲ Add	3+
328	RYAAY Ryanair Holdings plc	0.0%	$68.35M	1.06M	+9.6%	▲ Add	3+
329	ENTG Entegris, Inc.	0.0%	$67.02M	415.12K	-2.1%	▼ Trim	3+
330	NKE NIKE, Inc.	0.0%	$66.38M	1.63M	-5.5%	▼ Trim	3+
331	MOG-A Moog Inc.	0.0%	$66.31M	155.88K	+4.6%	▲ Add	3+
332	AVUV Avantis U.S. Small Cap…	0.0%	$65.82M	526.84K	+28.2%	▲ Add	3+
333	HLN Haleon plc	0.0%	$65.75M	7.12M	-21.7%	▼ Trim	3+
334	EVRG Evergy, Inc.	0.0%	$64.77M	742.71K	+35.0%	▲ Add	3+
335	GRID First Trust NASDAQ Clean…	0.0%	$64.73M	349.71K	+71.5%	▲ Add	3+
336	ITA iShares U.S. Aerospace &…	0.0%	$64.34M	271.72K	+26.2%	▲ Add	3+
337	MRVL Marvell Technology, Inc.	0.0%	$64.31M	241.00K	-58.8%	▼ Trim	3+
338	GILD Gilead Sciences, Inc.	0.0%	$64.30M	502.81K	+4.0%	▲ Add	3+
339	VRSK Verisk Analytics, Inc.	0.0%	$63.99M	351.26K	+217.3%	▲ Add	3+
340	CGMS Capital Group U.S.…	0.0%	$63.95M	2.33M	+27.4%	▲ Add	3+
341	MO Altria Group, Inc.	0.0%	$63.65M	862.81K	+12.2%	▲ Add	3+
342	QIAGEN NV (non mappato)	—	$63.36M	1.61M	—		—
343	DTE DTE Energy Company	0.0%	$63.28M	409.79K	+24.5%	▲ Add	3+
344	AOS A. O. Smith Corporation	0.0%	$62.67M	1.02M	-4.8%	▼ Trim	3+
345	WCC WESCO International, Inc.	0.0%	$62.55M	180.09K	+3.6%	▲ Add	3+
346	AER AerCap Holdings N.V.	0.0%	$62.38M	419.19K	+12.9%	▲ Add	3+
347	VWOB Vanguard Emerging Markets…	0.0%	$61.84M	919.63K	+18.0%	▲ Add	3+
348	CVNA Carvana Co.	0.0%	$61.80M	991.14K	+25.5% ✂	▲ Add	3+
349	FND Floor & Decor Holdings, Inc.	0.0%	$61.42M	1.03M	+42.8%	▲ Add	3+
350	EXPD Expeditors International of…	0.0%	$61.35M	381.71K	+14.1%	▲ Add	3+
351	IJJ iShares S&P Mid-Cap 400…	0.0%	$61.31M	415.47K	+0.7%	▲ Add	3+
352	CGSD Capital Group Short…	0.0%	$61.29M	2.37M	+37.7%	▲ Add	3+
353	IWO iShares Russell 2000 Growth…	0.0%	$61.05M	157.20K	+4.9%	▲ Add	3+
354	VLO Valero Energy Corporation	0.0%	$60.99M	235.15K	+8.6%	▲ Add	3+
355	TMSL T. Rowe Price Small-Mid Cap…	0.0%	$60.45M	1.40M	+46.6%	▲ Add	3+
356	IWY iShares Russell Top 200…	0.0%	$60.27M	216.67K	+16.0%	▲ Add	3+
357	MTB M&T Bank Corporation	0.0%	$59.95M	252.66K	+11.9%	▲ Add	3+
358	GCOW Pacer Global Cash Cows…	0.0%	$59.88M	1.37M	+18.1%	▲ Add	3+
359	JCI Johnson Controls…	0.0%	$59.75M	431.49K	+3.1%	▲ Add	3+
360	SHEL Shell plc	0.0%	$59.45M	776.65K	+5.2%	▲ Add	3+
361	COF Capital One Financial…	0.0%	$59.30M	290.75K	+26.0%	▲ Add	3+
362	DFAT Dimensional - US Targeted…	0.0%	$59.20M	846.85K	+33.6%	▲ Add	3+
363	BBD Banco Bradesco S.A.	0.0%	$59.15M	17.10M	+3.1%	▲ Add	3+
364	JIRE JPMorgan International…	0.0%	$58.95M	725.72K	+17.2%	▲ Add	3+
365	SNOW Snowflake Inc.	0.0%	$58.75M	235.84K	+94.9%	▲ Add	3+
366	DLTR Dollar Tree, Inc.	0.0%	$58.43M	471.70K	+14.3%	▲ Add	3+
367	JAMES HARDIE INDUSTRIES PLC (non mappato)	—	$57.71M	2.17M	—		—
368	TPR Tapestry, Inc.	0.0%	$57.61M	394.59K	-3.3%	▼ Trim	3+
369	AROC Archrock, Inc.	0.0%	$57.40M	1.37M	+7.6%	▲ Add	3+
370	THO Thor Industries, Inc.	0.0%	$57.35M	728.30K	+17.3%	▲ Add	3+
371	BSX Boston Scientific…	0.0%	$57.19M	1.29M	-15.6%	▼ Trim	3+
372	BWA BorgWarner Inc.	0.0%	$57.17M	839.43K	+4.2%	▲ Add	3+
373	AWI Armstrong World Industries…	0.0%	$56.62M	349.18K	+8.7%	▲ Add	3+
374	TECH Bio-Techne Corporation	0.0%	$56.59M	797.00K	+27.7%	▲ Add	3+
375	JCPB JPMorgan Core Plus Bond ETF	0.0%	$56.53M	1.20M	+27.7%	▲ Add	3+
376	NDAQ Nasdaq, Inc.	0.0%	$56.27M	716.20K	+10.4%	▲ Add	3+
377	VIK Viking Holdings Ltd	0.0%	$56.26M	544.85K	+320.2%	▲ Add	3+
378	FLCB Franklin U.S. Core Bond ETF	0.0%	$56.24M	2.62M	+48.4%	▲ Add	3+
379	CFG Citizens Financial Group…	0.0%	$56.23M	798.68K	+3.9%	▲ Add	3+
380	IAU iShares Gold Trust	0.0%	$56.15M	733.50K	+13.2%	▲ Add	3+
381	QQA INVESCO ACTIVELY MANAGED	0.0%	$55.15M	988.97K	+25.1%	▲ Add	3+
382	LAD Lithia Motors, Inc.	0.0%	$54.94M	188.10K	+116.1%	▲ Add	3+
383	EFX Equifax Inc.	0.0%	$54.55M	344.19K	-21.5%	▼ Trim	3+
384	XLF State Street Financial…	0.0%	$54.38M	1.02M	+8.0%	▲ Add	3+
385	CFR Cullen/Frost Bankers, Inc.	0.0%	$54.34M	349.85K	+37.3%	▲ Add	3+
386	VFC V.F. Corporation	0.0%	$54.17M	3.12M	+6.3%	▲ Add	3+
387	BAM Brookfield Asset Management…	0.0%	$53.91M	1.21M	+46.8%	▲ Add	3+
388	EOG EOG Resources, Inc.	0.0%	$53.68M	404.86K	+5.4%	▲ Add	3+
389	SNA Snap-on Incorporated	0.0%	$53.54M	134.81K	+5.6%	▲ Add	3+
390	SCHG Schwab U.S. Large-Cap…	0.0%	$53.41M	1.63M	+16.2%	▲ Add	3+
391	TPX Tempur Sealy International…	0.0%	$53.38M	684.90K	+47.9%	▲ Add	3+
392	BAX Baxter International Inc.	0.0%	$53.03M	2.41M	+63.0%	▲ Add	3+
393	SCHZ Schwab U.S. Aggregate Bond…	0.0%	$52.93M	2.28M	+20.1%	▲ Add	3+
394	DELL Dell Technologies Inc.	0.0%	$51.93M	129.94K	-25.4%	▼ Trim	3+
395	IBKR Interactive Brokers Group…	0.0%	$51.92M	578.03K	+101.4%	▲ Add	3+
396	TMUS T-Mobile US, Inc.	0.0%	$51.89M	284.27K	+11.7%	▲ Add	3+
397	BNDX Vanguard Total…	0.0%	$51.83M	1.07M	+26.9%	▲ Add	3+
398	T AT&T Inc.	0.0%	$51.70M	2.28M	+2.2%	▲ Add	3+
399	IJS iShares S&P Small-Cap 600…	0.0%	$51.70M	377.56K	+0.8%	▲ Add	3+
400	RF Regions Financial…	0.0%	$51.41M	1.71M	+13.7%	▲ Add	3+
401	CPRT Copart, Inc.	0.0%	$51.14M	1.67M	-19.8%	▼ Trim	3+
402	BP BP p.l.c.	0.0%	$51.06M	1.38M	-6.5%	▼ Trim	3+
403	CP Canadian Pacific Kansas…	0.0%	$51.04M	581.75K	+38.2%	▲ Add	3+
404	XLI State Street Industrial…	0.0%	$50.97M	281.24K	+13.5%	▲ Add	3+
405	AMGN Amgen Inc.	0.0%	$50.85M	141.89K	-8.1%	▼ Trim	3+
406	EQWL Invesco S&P 100 Equal…	0.0%	$50.75M	395.13K	+22.9%	▲ Add	3+
407	CMI Cummins Inc.	0.0%	$50.64M	73.80K	+3.8%	▲ Add	3+
408	HPE Hewlett Packard Enterprise…	0.0%	$50.06M	1.15M	-16.8%	▼ Trim	3+
409	NVO Novo Nordisk A/S	0.0%	$49.90M	1.04M	+139.9%	▲ Add	3+
410	XLG Invesco S&P 500 Top 50 ETF	0.0%	$49.66M	837.47K	+10.4%	▲ Add	3+
411	ARTY iShares Future AI & Tech ETF	0.0%	$49.27M	681.60K	+41.7%	▲ Add	3+
412	IWV iShares Russell 3000 ETF	0.0%	$49.20M	117.91K	+2.3%	▲ Add	3+
413	XLE State Street Energy Select…	0.0%	$49.20M	913.89K	-1.8%	▼ Trim	3+
414	AVDE Avantis International…	0.0%	$49.13M	554.43K	+24.6%	▲ Add	3+
415	CDNS Cadence Design Systems, Inc.	0.0%	$49.08M	130.10K	+65.7%	▲ Add	3+
416	FORM FormFactor, Inc.	0.0%	$48.55M	371.32K	-13.6%	▼ Trim	3+
417	FBND Fidelity Total Bond ETF	0.0%	$48.53M	1.06M	+36.0%	▲ Add	3+
418	GBCI Glacier Bancorp, Inc.	0.0%	$48.48M	931.57K	+52.7%	▲ Add	3+
419	SNDK Sandisk Corporation	0.0%	$48.33M	23.07K	+82.1%	▲ Add	3+
420	ASX ASE Technology Holding Co.…	0.0%	$48.32M	1.20M	-34.6%	▼ Trim	3+
421	TGT Target Corporation	0.0%	$48.05M	342.77K	+2.2%	▲ Add	3+
422	XSMO Invesco S&P SmallCap…	0.0%	$47.84M	525.10K	+35.0%	▲ Add	3+
423	JMEE JPMorgan Small & Mid Cap…	0.0%	$47.82M	618.48K	+34.6%	▲ Add	3+
424	ARW Arrow Electronics, Inc.	0.0%	$47.47M	220.66K	+6.7%	▲ Add	3+
425	MNST Monster Beverage Corporation	0.0%	$47.40M	491.84K	+20.6%	▲ Add	3+
426	KMB Kimberly-Clark Corporation	0.0%	$46.91M	428.92K	-8.0%	▼ Trim	3+
427	CASY Casey's General Stores, Inc.	0.0%	$46.79M	60.09K	-3.6%	▼ Trim	3+
428	R Ryder System, Inc.	0.0%	$46.45M	178.03K	+8.8%	▲ Add	3+
429	AMT American Tower Corporation	0.0%	$46.33M	268.12K	-24.9%	▼ Trim	3+
430	SHW The Sherwin-Williams Company	0.0%	$46.26M	134.46K	+19.5%	▲ Add	3+
431	COHR Coherent, Inc.	0.0%	$46.21M	121.26K	+126.8%	▲ Add	3+
432	UNF UniFirst Corporation	0.0%	$45.99M	172.85K	+20.7%	▲ Add	3+
433	IJT iShares S&P Small-Cap 600…	0.0%	$45.69M	259.02K	+2.2%	▲ Add	3+
434	PPA Invesco Aerospace & Defense…	0.0%	$45.49M	265.17K	+16.1%	▲ Add	3+
435	RGA Reinsurance Group of…	0.0%	$45.27M	210.30K	+7.5%	▲ Add	3+
436	TTAN ServiceTitan, Inc.	0.0%	$44.76M	646.80K	+40.9%	▲ Add	3+
437	KDP Keurig Dr Pepper Inc.	0.0%	$44.69M	1.34M	+19.8%	▲ Add	3+
438	XLV State Street Health Care…	0.0%	$44.47M	277.45K	+13.5%	▲ Add	3+
439	RCL Royal Caribbean Cruises Ltd.	0.0%	$44.33M	139.35K	+25.8%	▲ Add	3+
440	CALF Pacer US Small Cap Cash…	0.0%	$44.29M	874.27K	+5.0%	▲ Add	3+
441	ALSN Allison Transmission…	0.0%	$44.28M	369.52K	+13.4%	▲ Add	3+
442	RJF Raymond James Financial…	0.0%	$44.17M	294.57K	+13.8%	▲ Add	3+
443	MCHP Microchip Technology…	0.0%	$43.73M	497.24K	+5.2%	▲ Add	3+
444	JPEF J P MORGAN EXCHANGE-TRADED…	0.0%	$43.48M	552.31K	+6.8%	▲ Add	3+
445	CGCB Capital Group Core Bond ETF	0.0%	$43.41M	1.65M	+32.9%	▲ Add	3+
446	DLR Digital Realty Trust, Inc.	0.0%	$43.34M	224.72K	+5.7%	▲ Add	3+
447	RECS Columbia Research Enhanced…	0.0%	$42.78M	1.00M	+14.5%	▲ Add	3+
448	PYLD PIMCO Multisector Bond…	0.0%	$42.69M	1.61M	+40.4%	▲ Add	3+
449	ALLY Ally Financial Inc.	0.0%	$42.61M	903.25K	+12.8%	▲ Add	3+
450	AVTR Avantor, Inc.	0.0%	$42.36M	4.12M	+76.8%	▲ Add	3+
451	IFRA iShares U.S. Infrastructure…	0.0%	$42.32M	666.49K	+64.3%	▲ Add	3+
452	JHMD JOHN HANCOCK MULTIFACTOR DEV	0.0%	$42.18M	955.94K	+16.9%	▲ Add	3+
453	HXL Hexcel Corporation	0.0%	$41.97M	434.87K	+8.1%	▲ Add	3+
454	ETR Entergy Corporation	0.0%	$41.94M	361.88K	+51.5%	▲ Add	3+
455	VONE Vanguard Russell 1000 ETF	0.0%	$41.84M	126.47K	+28.1%	▲ Add	3+
456	VMI Valmont Industries, Inc.	0.0%	$41.49M	72.94K	+11.1%	▲ Add	3+
457	RELX RELX Plc	0.0%	$41.46M	1.32M	+10.4%	▲ Add	3+
458	EQR Equity Residential	0.0%	$41.11M	601.42K	+16.8%	▲ Add	3+
459	MFSV MFS ACTIVE EXCHANGE TRADED…	0.0%	$41.11M	1.45M	+71.2%	▲ Add	3+
460	PWR Quanta Services, Inc.	0.0%	$40.88M	59.43K	+6.2%	▲ Add	3+
461	CAH Cardinal Health, Inc.	0.0%	$40.76M	171.34K	-33.0%	▼ Trim	3+
462	FCNCA First Citizens BancShares…	0.0%	$40.75M	19.60K	+6.7%	▲ Add	3+
463	MFC Manulife Financial…	0.0%	$40.60M	1.01M	+2.3%	▲ Add	3+
464	LHX L3Harris Technologies, Inc.	0.0%	$40.55M	139.23K	+5.2%	▲ Add	3+
465	CEG Constellation Energy…	0.0%	$40.42M	153.15K	+4.3%	▲ Add	3+
466	HLI Houlihan Lokey, Inc.	0.0%	$40.28M	290.74K	-2.3%	▼ Trim	3+
467	CGIC Capital Group International…	0.0%	$40.18M	1.11M	+52.4%	▲ Add	3+
468	LMBS First Trust Low Duration…	0.0%	$39.84M	799.68K	+24.3%	▲ Add	3+
469	ULTA Ulta Beauty, Inc.	0.0%	$39.78M	81.82K	-8.8%	▼ Trim	3+
470	EME EMCOR Group, Inc.	0.0%	$39.60M	49.61K	+8.1%	▲ Add	3+
471	CCK Crown Holdings, Inc.	0.0%	$39.33M	355.56K	+29.1%	▲ Add	3+
472	RH Rh	0.0%	$39.28M	348.42K	+0.3%	▲ Add	3+
473	VGIT Vanguard Intermediate-Term…	0.0%	$39.28M	664.05K	+17.2%	▲ Add	3+
474	TRFK PACER FDS TR	0.0%	$39.26M	387.60K	+98.3%	▲ Add	3+
475	HII Huntington Ingalls…	0.0%	$39.10M	138.66K	-1.6%	▼ Trim	3+
476	NOC Northrop Grumman Corporation	0.0%	$39.07M	78.12K	+40.1%	▲ Add	3+
477	PNC The PNC Financial Services…	0.0%	$38.85M	158.56K	+8.3%	▲ Add	3+
478	ABG Asbury Automotive Group…	0.0%	$38.83M	189.25K	+26.1%	▲ Add	3+
479	ON ON Semiconductor Corporation	0.0%	$38.76M	427.56K	+8.2%	▲ Add	3+
480	SLV iShares Silver Trust	0.0%	$38.69M	726.10K	+6.0%	▲ Add	3+
481	VCRM VANGUARD MUN BD FDS	0.0%	$38.18M	500.18K	+104.1%	▲ Add	3+
482	AKAM Akamai Technologies, Inc.	0.0%	$37.90M	334.52K	-5.8%	▼ Trim	3+
483	GTO Invesco Total Return Bond…	0.0%	$37.80M	804.53K	+66.9%	▲ Add	3+
484	NEU NewMarket Corporation	0.0%	$37.73M	47.59K	+42.2%	▲ Add	3+
485	RBC RBC Bearings Incorporated	0.0%	$37.65M	59.72K	+3.8%	▲ Add	3+
486	CARR Carrier Global Corporation	0.0%	$37.60M	510.90K	+52.8%	▲ Add	3+
487	ESGV Vanguard ESG U.S. Stock ETF	0.0%	$37.53M	290.73K	+9.4%	▲ Add	3+
488	MDYG State Street SPDR S&P 400…	0.0%	$37.31M	339.00K	-12.1%	▼ Trim	3+
489	CRL Charles River Laboratories…	0.0%	$37.19M	172.38K	+51.1%	▲ Add	3+
490	PPG PPG Industries, Inc.	0.0%	$36.90M	299.46K	+19.1%	▲ Add	3+
491	FITB Fifth Third Bancorp	0.0%	$36.70M	651.69K	+4.8%	▲ Add	3+
492	CHDN Churchill Downs Incorporated	0.0%	$36.57M	411.24K	+14.1%	▲ Add	3+
493	VOOG Vanguard S&P 500 Growth ETF	0.0%	$36.27M	455.10K	+18.7% ✂	▲ Add	3+
494	SRE Sempra	0.0%	$36.24M	384.48K	+3.0%	▲ Add	3+
495	LII Lennox International Inc.	0.0%	$36.16M	64.13K	+19.4%	▲ Add	3+
496	BIL State Street SPDR Bloomberg…	0.0%	$35.96M	392.49K	-16.9%	▼ Trim	3+
497	CMCSA Comcast Corporation	0.0%	$35.95M	1.55M	-38.8%	▼ Trim	3+
498	AXON Axon Enterprise, Inc.	0.0%	$35.94M	77.33K	+175.4%	▲ Add	3+
499	WBS Webster Financial…	0.0%	$35.91M	475.05K	-2.8%	▼ Trim	3+
500	ITW Illinois Tool Works Inc.	0.0%	$35.79M	133.63K	-36.1%	▼ Trim	3+

Solo posizioni in azioni ordinarie (SH); le righe di opzioni si trovano nella scheda Opzioni e non vengono mai compensate. ✂ = variazione calcolata rispetto alle azioni precedenti rettificate per split. "Held N+" = detenuto ogni trimestre nella nostra finestra temporale, possibilmente anche oltre.

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso
SPCX Space Exploration…	470.42K	—	Nuovo	$72.08M	0.0%
DFGP	482.69K	—	Nuovo	$26.35M	0.0%
BRIE	238.52K	—	Nuovo	$7.15M	0.0%
JCAL	134.47K	—	Nuovo	$6.78M	0.0%
FDXF FedEx Freight Holding…	39.23K	—	Nuovo	$6.26M	0.0%
TRI Thomson Reuters…	28.24K	—	Nuovo	$2.37M	0.0%
ARXS Arxis, Inc. Class A…	41.81K	—	Nuovo	$1.85M	0.0%
VCRB Vanguard Core Bond ETF	21.23K	—	Nuovo	$1.64M	0.0%
PTLC Pacer Trendpilot US…	27.83K	—	Nuovo	$1.59M	0.0%
IDMO Invesco S&P…	26.25K	—	Nuovo	$1.56M	0.0%
PWRD TCW Transform Systems…	11.40K	—	Nuovo	$1.32M	0.0%
CBRS Cerebras Systems Inc.	6.71K	—	Nuovo	$1.22M	0.0%
NHYM	44.99K	—	Nuovo	$1.13M	0.0%
MAIR Madison Air Solutions…	19.74K	—	Nuovo	$741,914	0.0%
CSTK	20.82K	—	Nuovo	$677,281	0.0%
JTNY	13.45K	—	Nuovo	$676,670	0.0%
SAMT	14.16K	—	Nuovo	$645,221	0.0%
FRVO Fervo Energy Company	16.99K	—	Nuovo	$551,900	0.0%
OAKM	18.62K	—	Nuovo	$528,780	0.0%
GBIL Goldman Sachs Access…	4.19K	—	Nuovo	$419,291	0.0%
LIFE	21.12K	—	Nuovo	$413,471	0.0%
NUMI	16.03K	—	Nuovo	$403,981	0.0%
TH Target Hospitality Corp.	19.78K	—	Nuovo	$400,920	0.0%
TBIL F/m US Treasury 3 Month…	7.00K	—	Nuovo	$350,000	0.0%
BILS State Street SPDR…	2.50K	—	Nuovo	$248,723	0.0%
FBIZ	3.70K	—	Nuovo	$233,855	0.0%
SPYI	4.42K	—	Nuovo	$229,692	0.0%
SBND	11.29K	—	Nuovo	$212,327	0.0%
XAIX	3.68K	—	Nuovo	$206,510	0.0%
UTES Virtus Reaves Utilities…	2.30K	—	Nuovo	$193,783	0.0%
VGNT Versigent PLC	4.50K	—	Nuovo	$186,134	0.0%
XE X-Energy, Inc. Class A…	7.69K	—	Nuovo	$145,225	0.0%
XLSR	2.24K	—	Nuovo	$141,098	0.0%
FSEC FIDELITY INVESTMENT…	3.04K	—	Nuovo	$134,155	0.0%
JHCB	5.80K	—	Nuovo	$123,410	0.0%
ELMT	6.00K	—	Nuovo	$113,760	0.0%
STXD	2.90K	—	Nuovo	$113,554	0.0%
LFTO	4.12K	—	Nuovo	$112,826	0.0%
CHI	8.40K	—	Nuovo	$109,032	0.0%
DFAU Dimensional - US Core…	1.98K	—	Nuovo	$100,516	0.0%
UTEN	2.30K	—	Nuovo	$100,220	0.0%
JPHY JPMorgan Active High…	1.86K	—	Nuovo	$93,839	0.0%
FXC	1.30K	—	Nuovo	$89,609	0.0%
MPTI	854	—	Nuovo	$79,875	0.0%
XBIL	1.53K	—	Nuovo	$76,872	0.0%
HEGD	2.76K	—	Nuovo	$72,666	0.0%
CFO	845	—	Nuovo	$67,487	0.0%
SCHI	2.96K	—	Nuovo	$67,267	0.0%
INFL	1.35K	—	Nuovo	$66,246	0.0%
ECO	1.32K	—	Nuovo	$65,891	0.0%
VMET	5.36K	—	Nuovo	$65,343	0.0%
NRK	6.00K	—	Nuovo	$63,720	0.0%
FTGC First Trust Global…	2.26K	—	Nuovo	$61,024	0.0%
VELO	3.65K	—	Nuovo	$60,786	0.0%
QNT Quantinuum Inc. Class A…	778	—	Nuovo	$58,793	0.0%
BKGI	1.24K	—	Nuovo	$56,561	0.0%
ALOY	3.84K	—	Nuovo	$56,415	0.0%
CMDY	985	—	Nuovo	$54,234	0.0%
QQQI	980	—	Nuovo	$53,596	0.0%
SA Seabridge Gold Inc.	1.89K	—	Nuovo	$49,424	0.0%
FXF	450	—	Nuovo	$49,005	0.0%
SPTX	2.26K	—	Nuovo	$48,278	0.0%
SMBS Schwab Strategic Trust…	1.88K	—	Nuovo	$47,971	0.0%
VTN	4.20K	—	Nuovo	$47,712	0.0%
GFLW	1.34K	—	Nuovo	$44,166	0.0%
HERD	912	—	Nuovo	$43,195	0.0%
UTWO	862	—	Nuovo	$41,501	0.0%
TPYP	963	—	Nuovo	$40,566	0.0%
OBIL	807	—	Nuovo	$40,459	0.0%
USIO	17.61K	—	Nuovo	$38,914	0.0%
AYA	1.96K	—	Nuovo	$38,907	0.0%
SWMR	944	—	Nuovo	$38,713	0.0%
TAYD	587	—	Nuovo	$36,547	0.0%
SPXX	1.93K	—	Nuovo	$34,507	0.0%
KEEL Keel Infrastructure…	5.50K	—	Nuovo	$33,147	0.0%
ESP	483	—	Nuovo	$32,419	0.0%
CMTV	816	—	Nuovo	$32,248	0.0%
CRTC	831	—	Nuovo	$31,577	0.0%
CTA	1.19K	—	Nuovo	$30,948	0.0%
EMBD	1.28K	—	Nuovo	$30,642	0.0%
AADX	1.49K	—	Nuovo	$30,610	0.0%
NCMI	8.03K	—	Nuovo	$30,128	0.0%
FTXL First Trust Nasdaq…	109	—	Nuovo	$28,936	0.0%
VIA	1.65K	—	Nuovo	$28,842	0.0%
STOT	599	—	Nuovo	$28,174	0.0%
ALTO	5.31K	—	Nuovo	$27,580	0.0%
AVEX	1.56K	—	Nuovo	$26,798	0.0%
ATEX Anterix Inc.	296	—	Nuovo	$26,542	0.0%
AAAU	659	—	Nuovo	$26,446	0.0%
HTLD Heartland Express, Inc.	1.66K	—	Nuovo	$25,731	0.0%
EROC	1.87K	—	Nuovo	$25,704	0.0%
PLOW Douglas Dynamics, Inc.	467	—	Nuovo	$25,167	0.0%
QYLG	850	—	Nuovo	$24,922	0.0%
TMB	961	—	Nuovo	$24,567	0.0%
VPG Vishay Precision Group…	192	—	Nuovo	$24,541	0.0%
SECT Main Sector Rotation ETF	337	—	Nuovo	$23,674	0.0%
EOS	1.10K	—	Nuovo	$23,540	0.0%
PHYS Sprott Physical Gold…	762	—	Nuovo	$23,363	0.0%
BXDC	1.06K	—	Nuovo	$23,313	0.0%
AIAI	1.60K	—	Nuovo	$23,030	0.0%
SHIP	1.63K	—	Nuovo	$23,024	0.0%
RFIL	1.07K	—	Nuovo	$23,016	0.0%
SBR	300	—	Nuovo	$21,960	0.0%
GHRS	775	—	Nuovo	$21,871	0.0%
SHAZ SharonAI Holdings, Inc.…	265	—	Nuovo	$21,743	0.0%
CMPS COMPASS Pathways plc	1.45K	—	Nuovo	$21,489	0.0%
QDPL	480	—	Nuovo	$21,461	0.0%
FISI	550	—	Nuovo	$21,412	0.0%
GTOP	441	—	Nuovo	$20,885	0.0%
ROCQ	364	—	Nuovo	$20,345	0.0%
PHEQ	590	—	Nuovo	$20,255	0.0%
FIXT	529	—	Nuovo	$20,049	0.0%
RGT	1.41K	—	Nuovo	$20,022	0.0%
FLJP Franklin FTSE Japan ETF	498	—	Nuovo	$19,778	0.0%
MLYS Mineralys Therapeutics…	738	—	Nuovo	$19,690	0.0%
UFO	426	—	Nuovo	$19,677	0.0%
AIP Arteris, Inc.	437	—	Nuovo	$18,918	0.0%
PSCE	334	—	Nuovo	$18,649	0.0%
EXYN	3.70K	—	Nuovo	$17,982	0.0%
FPEI First Trust…	930	—	Nuovo	$17,893	0.0%

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso	Serie
SPYM State Street SPDR…	169.82M	110.68M	+53.4%	$14.56B	5.8%	●●○○○○
IVV iShares Core S&P 500 ETF	19.41M	18.92M	+2.6%	$14.17B	5.7%	●●○○○○
VOO Vanguard S&P 500 ETF	18.54M	17.10M	+8.5%	$12.43B	5.0%	●●○○○○
IWR iShares Russell Mid-Cap…	99.65M	92.96M	+7.2%	$10.92B	4.4%	●●○○○○
IEFA iShares Core MSCI EAFE…	113.50M	108.46M	+4.7%	$10.84B	4.3%	●●○○○○
VO Vanguard Morningstar…	110.77M	26.27M	+5.4% ✂	$8.86B	3.5%	●●○○○○
VV Vanguard Morningstar…	19.22M	18.66M	+3.0%	$6.47B	2.6%	●●○○○○
SCZ iShares MSCI EAFE…	53.30M	49.43M	+7.8%	$4.38B	1.8%	●●○○○○
IUSB iShares Core Universal…	87.51M	79.59M	+9.9%	$4.05B	1.6%	●●○○○○
VEA Vanguard FTSE Developed…	56.82M	55.00M	+3.3%	$4.01B	1.6%	●●○○○○
USHY iShares Broad USD High…	102.45M	95.36M	+7.4%	$3.79B	1.5%	●●○○○○
AVDV Avantis International…	33.27M	30.36M	+9.6%	$3.45B	1.4%
IJR iShares Core S&P…	22.72M	19.86M	+14.4%	$3.35B	1.3%	●●○○○○
NVDA NVIDIA Corporation	15.11M	12.02M	+25.7%	$2.91B	1.2%	●●○○○○
AAPL Apple Inc.	9.34M	8.42M	+10.8%	$2.65B	1.1%	●●○○○○
AMZN Amazon.com, Inc.	9.68M	8.52M	+13.6%	$2.25B	0.9%	●●○○○○
GOOGL Alphabet Inc.	6.63M	5.92M	+11.9%	$2.24B	0.9%	●●○○○○
MSFT Microsoft Corporation	5.80M	5.08M	+14.3%	$2.16B	0.9%	●●○○○○
DFIS Dimensional -…	61.37M	58.75M	+4.5%	$2.16B	0.9%	●●○○○○
IEMG iShares Core MSCI…	21.55M	20.06M	+7.5%	$1.75B	0.7%	●●○○○○
AVGO Broadcom Inc.	3.98M	3.76M	+5.9%	$1.46B	0.6%	●●○○○○
IUSG iShares Core S&P U.S.…	6.83M	6.74M	+1.3%	$1.24B	0.5%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	4.17M	3.42M	+22.0%	$1.21B	0.5%	●●○○○○
DGRO iShares Core Dividend…	14.42M	12.07M	+19.4%	$1.09B	0.4%	●●○○○○
LLY Eli Lilly and Company	746.10K	650.87K	+14.6%	$901.18M	0.4%	●●○○○○
IUSV iShares Core S&P U.S.…	8.10M	7.65M	+5.9%	$889.94M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	1.98M	1.79M	+10.3%	$855.69M	0.3%	●●○○○○
OEF iShares S&P 100 ETF	2.38M	2.17M	+9.5%	$851.67M	0.3%
META Meta Platforms, Inc.	1.52M	1.39M	+8.9%	$836.21M	0.3%	●●○○○○
CGDV Capital Group Dividend…	16.43M	13.48M	+21.8%	$796.48M	0.3%	●●○○○○
AMD Advanced Micro Devices…	1.51M	1.31M	+15.4%	$787.22M	0.3%	●●○○○○
SPY State Street SPDR S&P…	1.04M	961.15K	+7.9%	$761.17M	0.3%	●●○○○○
GOOG Alphabet Inc.	2.27M	1.88M	+20.8%	$760.19M	0.3%	●●○○○○
V Visa Inc.	2.23M	1.90M	+17.2%	$750.56M	0.3%	●●○○○○
JPM JPMorgan Chase & Co.	2.18M	1.97M	+10.9%	$717.37M	0.3%	●●○○○○
IJH iShares Core S&P…	9.27M	8.27M	+12.1%	$707.73M	0.3%	●●○○○○
EFA iShares MSCI EAFE ETF	6.63M	6.35M	+4.3%	$679.98M	0.3%	●●○○○○
VOE Vanguard Morningstar…	3.38M	3.13M	+7.8%	$671.99M	0.3%	●●○○○○
IWD iShares Russell 1000…	2.72M	2.64M	+2.9%	$659.85M	0.3%	●●○○○○
MU Micron Technology, Inc.	535.82K	414.40K	+29.3%	$606.77M	0.2%	●●○○○○
EFV iShares MSCI EAFE Value…	7.54M	7.44M	+1.4%	$574.16M	0.2%	●●○○○○
CGUS Capital Group Core…	12.78M	7.80M	+63.8%	$555.72M	0.2%	●●○○○○
VIG Vanguard Dividend…	2.32M	2.06M	+12.8%	$543.97M	0.2%	●●○○○○
LIN Linde plc	1.04M	946.50K	+9.9%	$540.58M	0.2%	●●○○○○
VTEB Vanguard Tax-Exempt…	10.68M	8.88M	+20.2%	$539.79M	0.2%	●●○○○○
EFG iShares MSCI EAFE…	4.37M	4.30M	+1.7%	$532.56M	0.2%	●●○○○○
CGGR Capital Group Growth ETF	11.55M	9.61M	+20.2%	$528.83M	0.2%	●●○○○○
VYM Vanguard High Dividend…	3.34M	2.99M	+11.7%	$527.76M	0.2%	●●○○○○
AVEM Avantis Emerging…	5.35M	4.26M	+25.4%	$504.73M	0.2%	●●○○○○
APH Amphenol Corporation	3.02M	2.79M	+8.4%	$494.67M	0.2%	●●○○○○
IAGG iShares Core…	9.54M	5.51M	+73.0%	$482.69M	0.2%	●●○○○○
QQQ Invesco QQQ Trust…	672.07K	573.85K	+17.1%	$474.89M	0.2%	●●○○○○
JNJ Johnson & Johnson	1.81M	1.55M	+17.0%	$462.07M	0.2%	●●○○○○
VSS Vanguard FTSE All-World…	2.90M	2.72M	+6.6%	$443.42M	0.2%	●●○○○○
KLAC KLA Corporation	1.73M	121.58K	+42.3% ✂	$430.27M	0.2%	●●○○○○
CVX Chevron Corporation	2.18M	2.03M	+7.5%	$372.81M	0.1%	●●○○○○
IVW iShares S&P 500 Growth…	3.19M	2.99M	+6.8%	$423.78M	0.2%	●●○○○○
VTI Vanguard Morningstar…	1.12M	773.54K	+44.4%	$404.88M	0.2%	●●○○○○
BRK-B Berkshire Hathaway Inc.	778.21K	706.01K	+10.2%	$388.18M	0.2%	●●○○○○
BAC Bank of America…	6.66M	6.54M	+1.9%	$385.22M	0.2%	●●○○○○
AMAT Applied Materials, Inc.	611.77K	465.42K	+31.4%	$384.51M	0.2%	●●○○○○
ASML ASML Holding N.V.	203.45K	183.76K	+10.7%	$365.15M	0.1%	●●○○○○
IWM iShares Russell 2000 ETF	1.21M	1.19M	+1.7%	$363.46M	0.1%	●●○○○○
WFC Wells Fargo & Company	4.14M	3.21M	+29.0%	$347.30M	0.1%	●●○○○○
TSLA Tesla, Inc.	911.81K	741.38K	+23.0%	$346.37M	0.1%	●●○○○○
RTX RTX Corporation	1.83M	1.76M	+4.1%	$344.43M	0.1%	●●○○○○
MUB iShares National Muni…	3.18M	2.95M	+7.5%	$341.83M	0.1%	●●○○○○
PG The Procter & Gamble…	2.28M	2.22M	+2.9%	$339.81M	0.1%	●●○○○○
BND Vanguard Total Bond…	4.61M	4.21M	+9.6%	$339.77M	0.1%	●●○○○○
VOT Vanguard Morningstar…	1.10M	1.04M	+6.2%	$328.74M	0.1%	●●○○○○
UNH UnitedHealth Group…	762.85K	547.07K	+39.4%	$326.40M	0.1%	●●○○○○
DE Deere & Company	522.48K	453.25K	+15.3%	$321.25M	0.1%	●●○○○○
JGRO JPMorgan Active Growth…	3.38M	2.93M	+15.5%	$318.24M	0.1%	●●○○○○
AZN AstraZeneca PLC	1.67M	1.00M	+66.3%	$314.81M	0.1%	●●○○○○
VWO Vanguard FTSE Emerging…	5.28M	4.85M	+8.9%	$311.56M	0.1%	●●○○○○
VEU Vanguard FTSE All-World…	3.71M	3.47M	+7.0%	$306.94M	0.1%	●●○○○○
NVS Novartis AG	1.97M	1.82M	+8.4%	$306.81M	0.1%	●●○○○○
CAT Caterpillar Inc.	307.27K	229.71K	+33.8%	$306.72M	0.1%	●●○○○○
ITOT iShares Core S&P Total…	1.88M	990.40K	+89.8%	$302.30M	0.1%	●●○○○○
MA Mastercard Incorporated	565.71K	401.05K	+41.1%	$282.33M	0.1%	●●○○○○
COST Costco Wholesale…	287.93K	241.96K	+19.0%	$274.09M	0.1%	●●○○○○
KO The Coca-Cola Company	3.32M	3.28M	+1.2%	$274.04M	0.1%	●●○○○○
VYMI Vanguard International…	2.80M	2.19M	+27.6%	$273.63M	0.1%	●●○○○○
SCHF Schwab International…	9.89M	8.35M	+18.5%	$271.25M	0.1%	●●○○○○
BTI British American…	4.31M	3.89M	+11.0%	$270.71M	0.1%	●●○○○○
SCHM Schwab U.S. Mid-Cap ETF	7.35M	4.79M	+53.4%	$266.24M	0.1%	●●○○○○
CGGO Capital Group Global…	6.46M	5.43M	+19.1%	$266.11M	0.1%	●●○○○○
ETN Eaton Corporation plc	659.08K	594.88K	+10.8%	$265.53M	0.1%	●●○○○○
BIV Vanguard…	3.39M	3.11M	+9.2%	$261.24M	0.1%	●●○○○○
SPHQ Invesco S&P 500 Quality…	2.97M	2.47M	+20.3%	$257.80M	0.1%	●●○○○○
VBR Vanguard Morningstar…	1.04M	984.44K	+5.2%	$251.34M	0.1%	●●○○○○
ABBV AbbVie Inc.	988.81K	777.40K	+27.2%	$250.49M	0.1%	●●○○○○
CSCO Cisco Systems, Inc.	2.15M	2.05M	+4.9%	$244.56M	0.1%	●●○○○○
GEV GE Vernova Inc.	233.95K	207.06K	+13.0%	$244.56M	0.1%	●●○○○○
WMT Walmart Inc.	2.11M	1.48M	+42.4%	$243.87M	0.1%	●●○○○○
COP ConocoPhillips	1.81M	1.77M	+2.6%	$191.99M	0.1%	●●○○○○
WT WisdomTree, Inc.	4.01M	3.63M	+10.7%	$235.21M	0.1%	●●○○○○
TTE TotalEnergies SE	2.82M	2.62M	+7.9%	$216.78M	0.1%	●●○○○○
CB Chubb Limited	676.02K	637.28K	+6.1%	$230.82M	0.1%	●●○○○○
VBK Vanguard Morningstar…	638.37K	617.06K	+3.5%	$228.32M	0.1%	●●○○○○
BLK BlackRock, Inc.	236.62K	209.75K	+12.8%	$228.21M	0.1%	●●○○○○
DUK Duke Energy Corporation	1.74M	1.61M	+8.3%	$223.71M	0.1%	●●○○○○
ACGL Arch Capital Group Ltd.	2.27M	2.11M	+7.4%	$221.37M	0.1%	●●○○○○
PAAA PGIM AAA CLO ETF	4.28M	3.13M	+36.8%	$220.20M	0.1%	●●○○○○
C Citigroup Inc.	1.53M	1.42M	+8.3%	$217.46M	0.1%	●●○○○○
NWG NatWest Group plc	12.50M	12.48M	+0.2%	$215.21M	0.1%	●●○○○○
PULS PGIM Ultra Short Bond…	4.15M	3.24M	+28.1%	$206.15M	0.1%	●●○○○○
DYNF iShares U.S. Equity…	3.09M	2.11M	+46.3%	$204.55M	0.1%	●●○○○○
RDVY First Trust Rising…	2.56M	2.11M	+21.7%	$203.21M	0.1%	●●○○○○
UBS UBS Group AG	4.13M	3.52M	+17.4%	$202.68M	0.1%	●●○○○○
JEPI JPMorgan Equity Premium…	3.43M	3.04M	+12.8%	$192.67M	0.1%	●●○○○○
NGG National Grid plc	2.27M	2.16M	+5.3%	$188.65M	0.1%	●●○○○○
DFIV Dimensional -…	3.48M	2.65M	+31.4%	$187.50M	0.1%	●●○○○○
PM Philip Morris…	1.04M	842.80K	+23.0%	$187.35M	0.1%	●●○○○○
CVS CVS Health Corp.	1.79M	1.41M	+27.2%	$186.96M	0.1%	●●○○○○
JHMM John Hancock…	2.46M	2.02M	+21.7%	$182.29M	0.1%	●●○○○○
SPYG State Street SPDR…	1.57M	930.14K	+69.2%	$180.53M	0.1%	●●○○○○
TXN Texas Instruments…	627.13K	530.39K	+18.2%	$179.06M	0.1%	●●○○○○
UNP Union Pacific…	663.05K	584.84K	+13.4%	$177.99M	0.1%	●●○○○○
NEE NextEra Energy, Inc.	2.01M	1.59M	+26.2%	$177.87M	0.1%	●●○○○○

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso	Serie
VUG Vanguard Morningstar…	219.11M	39.23M	-6.9% ✂	$18.14B	7.3%	●●○○○○
AGG iShares Core U.S.…	110.16M	132.17M	-16.7%	$10.94B	4.4%	●●○○○○
VTV Vanguard Morningstar…	44.58M	51.32M	-13.1%	$9.74B	3.9%	●●○○○○
IWB iShares Russell 1000 ETF	8.71M	10.45M	-16.7%	$3.48B	1.4%	●●○○○○
IWS iShares Russell Mid-Cap…	6.99M	7.70M	-9.2%	$1.15B	0.5%	●●○○○○
VB Vanguard Morningstar…	2.63M	2.98M	-11.5%	$789.23M	0.3%
XONA.DE Exxon Mobil Corporation	2.83M	2.92M	-3.1%	$385.96M	0.2%
IWF iShares Russell 1000…	3.98M	1.13M	-12.3% ✂	$473.94M	0.2%
VTWO Vanguard Russell 2000…	2.95M	4.20M	-29.8%	$354.50M	0.1%
IWP iShares Russell Mid-Cap…	2.00M	2.85M	-30.0%	$282.91M	0.1%	●●○○○○
MRK Merck & Co., Inc.	2.55M	2.66M	-4.2%	$327.91M	0.1%
ADI Analog Devices, Inc.	831.00K	925.74K	-10.2%	$322.06M	0.1%
MDT Medtronic plc	2.27M	3.24M	-29.9%	$183.49M	0.1%
ROST Ross Stores, Inc.	1.04M	1.31M	-20.5%	$221.89M	0.1%
GE GE Aerospace	725.83K	761.72K	-4.7%	$267.85M	0.1%
MCD McDonald's Corporation	806.98K	852.69K	-5.4%	$217.70M	0.1%
ICE Intercontinental…	1.02M	1.64M	-38.2%	$125.89M	0.1%
TMO Thermo Fisher…	463.29K	506.04K	-8.4%	$237.30M	0.1%
HD The Home Depot, Inc.	677.27K	731.34K	-7.4%	$236.31M	0.1%
VONG Vanguard Russell 1000…	1.93M	2.08M	-7.2%	$235.35M	0.1%
PANW Palo Alto Networks, Inc.	752.97K	753.72K	-0.1%	$229.53M	0.1%
LOW Lowe's Companies, Inc.	936.50K	944.21K	-0.8%	$208.17M	0.1%
PEP PepsiCo, Inc.	1.22M	1.25M	-3.0%	$171.65M	0.1%
BCS Barclays PLC	6.99M	8.89M	-21.3%	$186.88M	0.1%
NOW ServiceNow, Inc.	1.75M	1.86M	-5.6%	$172.40M	0.1%
AME AMETEK, Inc.	753.45K	795.42K	-5.3%	$179.15M	0.1%
ANET Arista Networks, Inc.	943.74K	1.37M	-31.1%	$148.79M	0.1%
CRM Salesforce, Inc.	714.97K	915.07K	-21.9%	$113.17M	0.0%
VXF Vanguard Extended…	650.98K	663.74K	-1.9%	$157.37M	0.1%
SCHW The Charles Schwab…	1.58M	1.70M	-7.1%	$143.49M	0.1%
ABT Abbott Laboratories	1.28M	1.50M	-14.5%	$120.38M	0.0%
TJX The TJX Companies, Inc.	876.56K	986.90K	-11.2%	$135.74M	0.1%
ISRG Intuitive Surgical, Inc.	265.74K	329.42K	-19.3%	$107.54M	0.0%
CBRE CBRE Group, Inc.	1.07M	1.10M	-2.9%	$146.41M	0.1%
E Eni S.p.A.	2.49M	2.63M	-5.6%	$114.59M	0.0%
MOAT VanEck Morningstar Wide…	1.36M	1.38M	-1.3%	$140.27M	0.1%
WM Waste Management, Inc.	534.67K	612.05K	-12.6%	$120.58M	0.0%
TD The Toronto-Dominion…	1.12M	1.32M	-15.1%	$134.22M	0.1%
QCOM QUALCOMM Incorporated	687.07K	792.15K	-13.3%	$130.11M	0.1%
MRSH Marsh & McLennan…	488.65K	723.79K	-32.5%	$82.59M	0.0%
PCAR PACCAR Inc	973.87K	1.06M	-8.0%	$117.53M	0.0%
HON Honeywell International…	29	534.39K	-100.0% ✂	$6,734	0.0%
DG Dollar General…	903.65K	997.88K	-9.4%	$107.84M	0.0%
GD General Dynamics…	262.45K	320.66K	-18.1%	$91.11M	0.0%
HDB HDFC Bank Limited	4.31M	4.40M	-2.2%	$110.82M	0.0%
ODFL Old Dominion Freight…	396.27K	579.33K	-31.6%	$86.70M	0.0%
BSX Boston Scientific…	1.29M	1.53M	-15.6%	$57.19M	0.0%
D Dominion Energy, Inc.	1.19M	1.60M	-25.6%	$82.60M	0.0%
KEYS Keysight Technologies…	282.63K	305.75K	-7.6%	$92.90M	0.0%
HLT Hilton Worldwide…	267.85K	274.93K	-2.6%	$89.16M	0.0%
HLN Haleon plc	7.12M	9.09M	-21.7%	$65.75M	0.0%
NKE NIKE, Inc.	1.63M	1.72M	-5.5%	$66.38M	0.0%
SHOP Shopify Inc.	733.75K	749.54K	-2.1%	$85.75M	0.0%
J Jacobs Solutions Inc.	587.76K	671.48K	-12.5%	$73.88M	0.0%
FDX FedEx Corporation	260.39K	217.83K	-3.7% ✂	$82.94M	0.0%
WWD Woodward, Inc.	180.54K	190.84K	-5.4%	$77.92M	0.0%
EFX Equifax Inc.	344.19K	438.21K	-21.5%	$54.55M	0.0%
ALL The Allstate Corporation	307.38K	319.49K	-3.8%	$73.55M	0.0%
CMCSA Comcast Corporation	1.55M	2.53M	-38.8%	$35.95M	0.0%
TM Toyota Motor Corporation	196.28K	345.02K	-43.1%	$33.66M	0.0%
UPS United Parcel Service…	652.94K	678.23K	-3.7%	$70.61M	0.0%
ELV Elevance Health Inc.	175.14K	211.46K	-17.2%	$69.10M	0.0%
AOS A. O. Smith Corporation	1.02M	1.07M	-4.8%	$62.67M	0.0%
BP BP p.l.c.	1.38M	1.47M	-6.5%	$51.06M	0.0%
CPRT Copart, Inc.	1.67M	2.09M	-19.8%	$51.14M	0.0%
ENTG Entegris, Inc.	415.12K	424.00K	-2.1%	$67.02M	0.0%
INTU Intuit Inc.	72.18K	157.22K	-54.1%	$19.32M	0.0%
MRVL Marvell Technology, Inc.	241.00K	584.88K	-58.8%	$64.31M	0.0%
AMT American Tower…	268.12K	357.10K	-24.9%	$46.33M	0.0%
XLE State Street Energy…	913.89K	930.45K	-1.8%	$49.20M	0.0%
BDX Becton, Dickinson and…	184.72K	376.43K	-50.9%	$28.79M	0.0%
TPR Tapestry, Inc.	394.59K	408.14K	-3.3%	$57.61M	0.0%
KKR KKR & Co. Inc.	233.67K	638.84K	-63.4%	$21.06M	0.0%
ITW Illinois Tool Works Inc.	133.63K	209.28K	-36.1%	$35.79M	0.0%
AMGN Amgen Inc.	141.89K	154.47K	-8.1%	$50.85M	0.0%
HII Huntington Ingalls…	138.66K	140.97K	-1.6%	$39.10M	0.0%
CAH Cardinal Health, Inc.	171.34K	255.75K	-33.0%	$40.76M	0.0%
DELL Dell Technologies Inc.	129.94K	174.10K	-25.4%	$51.93M	0.0%
HPE Hewlett Packard…	1.15M	1.38M	-16.8%	$50.06M	0.0%
CF CF Industries Holdings…	298.95K	363.05K	-17.7%	$31.60M	0.0%
FORM FormFactor, Inc.	371.32K	429.98K	-13.6%	$48.55M	0.0%
IR Ingersoll Rand Inc.	388.14K	610.48K	-36.4%	$31.58M	0.0%
ACN Accenture plc	218.18K	250.89K	-13.0%	$28.06M	0.0%
ASX ASE Technology Holding…	1.20M	1.84M	-34.6%	$48.32M	0.0%
MLM Martin Marietta…	34.33K	84.62K	-59.4%	$21.14M	0.0%
FIS Fidelity National…	438.03K	1.02M	-57.1%	$16.89M	0.0%
KMB Kimberly-Clark…	428.92K	466.13K	-8.0%	$46.91M	0.0%
CASY Casey's General Stores…	60.09K	62.36K	-3.6%	$46.79M	0.0%
ULTA Ulta Beauty, Inc.	81.82K	89.73K	-8.8%	$39.78M	0.0%
BIL State Street SPDR…	392.49K	472.23K	-16.9%	$35.96M	0.0%
TYL Tyler Technologies, Inc.	64.33K	125.22K	-48.6%	$18.94M	0.0%
HLI Houlihan Lokey, Inc.	290.74K	297.48K	-2.3%	$40.28M	0.0%
AKAM Akamai Technologies…	334.52K	355.14K	-5.8%	$37.90M	0.0%
LBRDA Liberty Broadband…	4.91K	781.32K	-99.4%	$154,018	0.0%
APD Air Products and…	112.93K	132.85K	-15.0%	$31.38M	0.0%
SNY Sanofi	608.75K	812.97K	-25.1%	$26.15M	0.0%
EQT EQT Corporation	408.55K	561.19K	-27.2%	$21.53M	0.0%
BMY Bristol-Myers Squibb…	605.50K	640.74K	-5.5%	$34.83M	0.0%
MDYG State Street SPDR S&P…	339.00K	385.51K	-12.1%	$37.31M	0.0%
ALB Albemarle Corporation	182.76K	205.09K	-10.9%	$24.44M	0.0%
ADBE Adobe Inc.	129.78K	156.15K	-16.9%	$26.34M	0.0%
AIG American International…	318.49K	502.53K	-36.6%	$24.07M	0.0%
WBS Webster Financial…	475.05K	488.93K	-2.8%	$35.91M	0.0%
CME CME Group Inc.	108.31K	115.19K	-6.0%	$23.94M	0.0%
WTRG Essential Utilities…	760.24K	766.59K	-0.8%	$29.33M	0.0%
DPZ Domino's Pizza, Inc.	82.16K	82.17K	0.0%	$24.50M	0.0%
GM General Motors Company	240.99K	389.24K	-38.1%	$18.82M	0.0%
RSG Republic Services, Inc.	126.23K	127.26K	-0.8%	$27.31M	0.0%
CAKE The Cheesecake Factory…	328.76K	342.68K	-4.1%	$26.42M	0.0%
APP AppLovin Corporation	52.74K	69.23K	-23.8%	$25.16M	0.0%
ADSK Autodesk, Inc.	21.92K	111.47K	-80.3%	$4.30M	0.0%
CW Curtiss-Wright…	32.21K	34.87K	-7.6%	$24.07M	0.0%
DT Dynatrace, Inc.	31.46K	661.12K	-95.2%	$1.36M	0.0%
SPLV Invesco S&P 500 Low…	309.93K	327.51K	-5.4%	$23.48M	0.0%
SYY Sysco Corporation	140.47K	271.85K	-48.3%	$11.64M	0.0%
RTO Rentokil Initial plc	407.82K	682.52K	-40.2%	$11.80M	0.0%
FTV Fortive Corporation	96.06K	381.74K	-74.8%	$5.91M	0.0%
ZBH Zimmer Biomet Holdings…	213.75K	228.42K	-6.4%	$19.89M	0.0%
GEHC GE HealthCare…	188.86K	288.44K	-34.5%	$12.42M	0.0%
LUV Southwest Airlines Co.	380.36K	404.40K	-5.9%	$19.71M	0.0%

Strumento finanziario	Quote	Precedente	Variazione	Valore	Peso
HOLX Hologic, Inc.	—	346.74K	Uscita	$26.24M	0.0%
CTRA Coterra Energy Inc.	—	257.60K	Uscita	$9.35M	0.0%
TERN Terns Pharmaceuticals…	—	12.57K	Uscita	$665,046	0.0%
TPH Tri Pointe Homes, Inc.	—	10.25K	Uscita	$478,479	0.0%
MASI Masimo Corporation	—	2.54K	Uscita	$450,745	0.0%
SEE Sealed Air Corporation	—	8.25K	Uscita	$346,669	0.0%
ACLX Arcellx, Inc.	—	1.94K	Uscita	$221,922	0.0%
TECL	—	2.51K	Uscita	$204,608	0.0%
QUS	—	1.06K	Uscita	$178,430	0.0%
AL Air Lease Corporation	—	2.67K	Uscita	$172,808	0.0%
TQQQ ProShares UltraPro QQQ	—	4.00K	Uscita	$155,042	0.0%
THR Thermon Group Holdings…	—	2.52K	Uscita	$128,974	0.0%
UTG	—	3.10K	Uscita	$121,729	0.0%
AKRE Akre Focus ETF	—	2.10K	Uscita	$107,896	0.0%
HELO JPMorgan Hedged Equity…	—	1.48K	Uscita	$93,690	0.0%
QSPT	—	2.50K	Uscita	$75,100	0.0%
FSEP	—	1.50K	Uscita	$74,070	0.0%
BUFB	—	2.00K	Uscita	$70,640	0.0%
FOCT	—	1.50K	Uscita	$70,316	0.0%
EFIV	—	1.05K	Uscita	$66,298	0.0%
DDM	—	1.31K	Uscita	$64,733	0.0%
DOCT	—	1.50K	Uscita	$64,395	0.0%
OTF	—	4.68K	Uscita	$57,485	0.0%
PSLV Sprott Physical Silver…	—	2.37K	Uscita	$53,543	0.0%
HTD	—	2.15K	Uscita	$53,132	0.0%
APLS Apellis…	—	2.98K	Uscita	$50,638	0.0%
ARIS Aris Mining Corporation	—	2.56K	Uscita	$43,861	0.0%
PSTR	—	1.50K	Uscita	$41,181	0.0%
IBTG iShares iBonds Dec 2026…	—	1.75K	Uscita	$40,107	0.0%
BJUL	—	781	Uscita	$38,079	0.0%
TOPT	—	1.36K	Uscita	$37,685	0.0%
MKTW	—	1.84K	Uscita	$35,123	0.0%
BIZD	—	2.73K	Uscita	$33,847	0.0%
CWI State Street SPDR MSCI…	—	946	Uscita	$33,517	0.0%
EVV	—	3.54K	Uscita	$31,922	0.0%
FDEC	—	606	Uscita	$29,658	0.0%
PSP	—	526	Uscita	$28,714	0.0%
UGL	—	450	Uscita	$25,718	0.0%
NOTV	—	95.00K	Uscita	$25,650	0.0%
DJIA	—	1.22K	Uscita	$25,090	0.0%
ESN	—	1.42K	Uscita	$24,487	0.0%
PTY	—	2.00K	Uscita	$23,380	0.0%
BST	—	644	Uscita	$22,643	0.0%
ETV	—	1.63K	Uscita	$21,686	0.0%
CSGS CSG Systems…	—	270	Uscita	$21,684	0.0%
GHI	—	3.90K	Uscita	$19,159	0.0%
DNOV	—	404	Uscita	$19,103	0.0%
TMFC	—	287	Uscita	$18,368	0.0%
FWD Alliance Bernstein - AB…	—	152	Uscita	$16,085	0.0%
ABEQ	—	415	Uscita	$15,592	0.0%
BME	—	400	Uscita	$15,068	0.0%
VRDN Viridian Therapeutics…	—	511	Uscita	$13,996	0.0%
BLFY	—	1.09K	Uscita	$13,970	0.0%
DFLV Dimensional - US Large…	—	393	Uscita	$13,853	0.0%
BBN	—	870	Uscita	$13,624	0.0%
ACIO	—	325	Uscita	$13,449	0.0%
DNP	—	1.30K	Uscita	$13,314	0.0%
DRSK	—	473	Uscita	$12,913	0.0%
EGAN	—	1.61K	Uscita	$12,390	0.0%
CCAP	—	1.00K	Uscita	$12,310	0.0%
STKL	—	1.90K	Uscita	$12,300	0.0%
UNG	—	1.00K	Uscita	$12,280	0.0%
CWAN Clearwater Analytics…	—	507	Uscita	$11,909	0.0%
ACP	—	2.34K	Uscita	$11,747	0.0%
GEF-B	—	125	Uscita	$10,608	0.0%
COMT	—	302	Uscita	$10,232	0.0%
NBB	—	633	Uscita	$9,613	0.0%
FDLO Fidelity Low Volatility…	—	149	Uscita	$9,459	0.0%
PIM	—	3.00K	Uscita	$9,420	0.0%
EMD	—	961	Uscita	$9,283	0.0%
EHAB	—	679	Uscita	$9,275	0.0%
FPXI	—	149	Uscita	$8,906	0.0%
TAN	—	161	Uscita	$8,778	0.0%
PKST	—	416	Uscita	$8,678	0.0%
DBND	—	187	Uscita	$8,504	0.0%
BUFF	—	164	Uscita	$7,997	0.0%
CNTA Centessa…	—	277	Uscita	$7,950	0.0%
JUCY	—	350	Uscita	$7,763	0.0%
EWZ iShares MSCI Brazil ETF	—	210	Uscita	$7,692	0.0%
FOLD Amicus Therapeutics…	—	528	Uscita	$7,608	0.0%
DBA	—	275	Uscita	$7,472	0.0%
FBTC Fidelity Wise Origin…	—	130	Uscita	$7,471	0.0%
FFLC	—	147	Uscita	$7,330	0.0%
SYFI	—	196	Uscita	$6,887	0.0%
PBT	—	303	Uscita	$6,733	0.0%
GARP	—	107	Uscita	$6,677	0.0%
LPL	—	1.54K	Uscita	$5,987	0.0%
PKOH Park-Ohio Holdings Corp.	—	250	Uscita	$5,955	0.0%
LSGR	—	154	Uscita	$5,827	0.0%
BCX	—	455	Uscita	$5,415	0.0%
HBNB	—	699	Uscita	$5,389	0.0%
AVK	—	480	Uscita	$5,270	0.0%
ADME	—	108	Uscita	$5,254	0.0%
CCOR	—	195	Uscita	$5,071	0.0%
IVA	—	881	Uscita	$5,039	0.0%
OPRX	—	760	Uscita	$5,016	0.0%
ECF	—	455	Uscita	$4,923	0.0%
PFL	—	635	Uscita	$4,896	0.0%
EDF	—	1.00K	Uscita	$4,840	0.0%
SMIG Bahl & Gaynor Small/Mid…	—	165	Uscita	$4,770	0.0%
AOD	—	531	Uscita	$4,678	0.0%
ARKW	—	40	Uscita	$4,630	0.0%
LMRI	—	583	Uscita	$4,542	0.0%
BSTZ	—	200	Uscita	$4,430	0.0%
FF	—	1.10K	Uscita	$4,350	0.0%
FCO	—	1.40K	Uscita	$4,342	0.0%
WTMF	—	106	Uscita	$4,149	0.0%
ODD Oddity Tech Ltd.	—	300	Uscita	$3,966	0.0%
CQQQ Invesco China…	—	88	Uscita	$3,965	0.0%
KYN	—	250	Uscita	$3,585	0.0%
CVV	—	688	Uscita	$3,426	0.0%
MRSK	—	98	Uscita	$3,401	0.0%
CPRO	—	125	Uscita	$3,387	0.0%
VTEX	—	850	Uscita	$3,256	0.0%
LNKB	—	397	Uscita	$3,251	0.0%
OSCV	—	82	Uscita	$3,192	0.0%
ECC	—	860	Uscita	$3,173	0.0%
BALI	—	103	Uscita	$3,100	0.0%
BNDW	—	45	Uscita	$3,053	0.0%
METV	—	200	Uscita	$3,046	0.0%

Età della posizione

4830–1 trimestri

44062–4 trimestri

Trimestri consecutivi in cui ciascuna posizione corrente è stata segnalata, nella nostra finestra di dati.

Gestori simili

Gestore	Posizioni comuni	Sovrapposizione di nomi	Similarità ponderata
Cetera Investment Advisers	3434	55.2%	0.6165	Confronta ⇄
Envestnet Asset Management Inc	3412	54.7%	0.5963	Confronta ⇄
Raymond James Financial Inc	3835	61.7%	0.5313	Confronta ⇄
Cerity Partners LLC	2835	53.6%	0.5272	Confronta ⇄
Bank Of America Corp /De/	4233	69.2%	0.5264	Confronta ⇄
LPL Financial LLC	4059	60.5%	0.5191	Confronta ⇄
Us Bancorp \De\	3508	64.4%	0.496	Confronta ⇄
Wells Fargo & Company/Mn	4591	67.2%	0.489	Confronta ⇄

Similarità basata esclusivamente sulle posizioni lunghe dichiarate — le coperture e gli asset non soggetti a 13F non sono visibili. Metodologia

Registro dei depositi

Aug 14 2026 13F-HR · periodo Q2 2026

$249.84B · 5,993 posizioni elencate · Visualizza la dichiarazione SEC originale ↗

May 15 2026 13F-HR · periodo Q1 2026

$208.07B · 5,771 posizioni elencate · Visualizza la dichiarazione SEC originale ↗

Feb 17 2026 13F-HR · periodo Q4 2025

$164.02B · 5,434 posizioni elencate · Visualizza la dichiarazione SEC originale ↗

Nov 04 2025 13F-HR · periodo Q3 2025

$146.81B · 5,225 posizioni elencate · Visualizza la dichiarazione SEC originale ↗

Aug 13 2025 13F-HR · periodo Q2 2025

$131.91B · 4,963 posizioni elencate · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q2 2026 · ultimo filing Aug 14, 2026 · Metodologia di calcolo

☆ Jones Financial Companies Lllp

Jones Financial Companies Lllp