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Scheda del gestore · ✦ curato · trimestre archiviato

JPMorgan Chase

Bank asset & wealth management · New York, NY · CIK 19617 · Depositi EDGAR ↗

Bank-affiliated manager; broad book.

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Diff ⇄
$1.59TValore 13F dichiarato
31,795Posizioni
28.2%Peso top-10
82.40Partecipazioni effettive
0.6%Turnover est.
+304Nuovo
−224Uscite

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 Q3 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 29.7% (+0.5pp)
Tecnologia 27.8% (-0.4pp)
Beni di consumo ciclici 9.2% (-0.4pp)
Sanità 8.5% (+1.0pp)
Servizi di comunicazione 7.6% (-0.2pp)
Industria 6.3% (-0.1pp)
Beni di consumo difensivi 3.1% (-0.2pp)
Energia 2.5% (+0.0pp)
Utility 2.0% (+0.0pp)
Immobiliare 1.8% (-0.1pp)
Materiali di base 1.5% (+0.0pp)

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

Il portafoglio · Q4 2025
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 NVDA NVIDIA Corporation 5.7% $56.15B 301.07M -53.3% ▼ Trim 2
2 MSFT Microsoft Corporation 4.8% $46.23B 95.60M -53.5% ▼ Trim 2
3 AAPL Apple Inc. 4.1% $41.13B 151.28M -52.4% ▼ Trim 2
4 AMZN Amazon.com, Inc. 2.5% $24.39B 105.65M -56.2% ▼ Trim 2
5 GOOG Alphabet Inc. 2.1% $21.92B 69.86M -49.5% ▼ Trim 2
6 AVGO Broadcom Inc. 2.2% $21.45B 61.98M -50.1% ▼ Trim 2
7 SPY State Street SPDR S&P 500… 2.0% $20.69B 30.34M -55.1% ▼ Trim 2
8 META Meta Platforms, Inc. 2.0% $18.43B 27.92M -59.9% ▼ Trim 2
9 TSLA Tesla, Inc. 1.4% $14.87B 33.06M -50.0% ▼ Trim 2
10 MA Mastercard Incorporated 1.2% $12.57B 22.01M -50.3% ▼ Trim 2
11 GOOGL Alphabet Inc. 1.4% $11.96B 38.21M -53.8% ▼ Trim 2
12 BNDX Vanguard Total… 0.9% $10.36B 214.46M -45.4% ▼ Trim 2
13 NVDA NVIDIA Corporation 5.7% $8.72B 46.74M -53.3% ▼ Trim 2
14 LLY Eli Lilly and Company 0.9% $8.55B 7.96M -36.7% ▼ Trim 2
15 JNJ Johnson & Johnson 0.8% $8.10B 39.16M -50.1% ▼ Trim 2
16 WMT Walmart Inc. 0.9% $7.97B 71.54M -50.5% ▼ Trim 2
17 BND Vanguard Total Bond Market… 0.7% $7.90B 106.62M -46.9% ▼ Trim 2
18 ABBV AbbVie Inc. 0.8% $7.83B 34.26M -53.7% ▼ Trim 2
19 WFC Wells Fargo & Company 0.8% $7.73B 82.92M -54.9% ▼ Trim 2
20 MSFT Microsoft Corporation 4.8% $7.41B 15.33M -53.5% ▼ Trim 2
21 NVDA NVIDIA Corporation 5.7% $7.08B 37.94M -53.3% ▼ Trim 2
22 MCD McDonald's Corporation 0.7% $6.69B 21.88M -53.5% ▼ Trim 2
23 LOW Lowe's Companies, Inc. 0.6% $6.29B 26.09M -52.0% ▼ Trim 2
24 AAPL Apple Inc. 4.1% $6.00B 22.08M -52.4% ▼ Trim 2
25 MSFT Microsoft Corporation 4.8% $5.88B 12.15M -53.5% ▼ Trim 2
26 DIS The Walt Disney Company 0.6% $5.79B 50.86M -43.5% ▼ Trim 2
27 ORCL Oracle Corporation 0.5% $5.78B 29.68M -58.4% ▼ Trim 2
28 MMM 3M Company 0.5% $5.70B 35.58M -49.9% ▼ Trim 2
29 BAC Bank of America Corporation 0.6% $5.68B 103.30M -55.5% ▼ Trim 2
30 NEE NextEra Energy, Inc. 0.6% $5.48B 68.30M -47.4% ▼ Trim 2
31 AXP American Express Company 0.5% $5.34B 14.43M -52.6% ▼ Trim 2
32 BBJP JPMorgan BetaBuilders Japan… 0.6% $5.27B 79.98M -49.8% ▼ Trim 2
33 INTU Intuit Inc. 0.5% $5.22B 7.87M -44.6% ▼ Trim 2
34 GS The Goldman Sachs Group… 0.5% $5.10B 5.81M -43.7% ▼ Trim 2
35 SCHW The Charles Schwab… 0.5% $4.72B 47.25M -44.5% ▼ Trim 2
36 BRK-B Berkshire Hathaway Inc. 0.4% $4.68B 9.30M -48.8% ▼ Trim 2
37 TT Trane Technologies plc 0.4% $4.60B 11.82M -47.1% ▼ Trim 2
38 AAPL Apple Inc. 4.1% $4.59B 16.89M -52.4% ▼ Trim 2
39 PM Philip Morris International… 0.5% $4.53B 28.23M -55.9% ▼ Trim 2
40 ADI Analog Devices, Inc. 0.4% $4.49B 16.55M -49.3% ▼ Trim 2
41 RTX RTX Corporation 0.4% $4.43B 24.13M -46.8% ▼ Trim 2
42 NFLX Netflix, Inc. 0.4% $4.42B 47.15M -64.4% ▼ Trim 2
43 PLTR Palantir Technologies Inc. 0.4% $4.36B 24.52M -48.7% ▼ Trim 2
44 NVDA NVIDIA Corporation 5.7% $4.34B 23.26M -53.3% ▼ Trim 2
45 JPST JPMorgan Ultra-Short Income… 0.4% $4.33B 85.58M -45.0% ▼ Trim 2
46 XONA.DE Exxon Mobil Corporation 0.6% $4.32B 35.90M -53.1% ▼ Trim 2
47 JGLO JPMorgan Global Select… 0.3% $4.23B 62.57M -55.3% ▼ Trim 2
48 TSM Taiwan Semiconductor… 0.5% $4.22B 13.88M -48.6% ▼ Trim 2
49 HWM Howmet Aerospace Inc. 0.4% $4.16B 20.31M -51.8% ▼ Trim 2
50 BBCA JPMorgan BetaBuilders… 0.5% $4.11B 44.17M -50.2% ▼ Trim 2
51 NOW ServiceNow, Inc. 0.4% $4.08B 26.62M -52.1% ▼ Trim 2
52 JIRE JPMorgan International… 0.3% $4.00B 53.36M -53.0% ▼ Trim 2
53 BBIN JPMorgan BetaBuilders… 0.3% $3.95B 54.62M -50.0% ▼ Trim 2
54 NVDA NVIDIA Corporation 5.7% $3.86B 20.70M -53.3% ▼ Trim 2
55 MDT Medtronic plc 0.3% $3.81B 39.69M -48.6% ▼ Trim 2
56 AVGO Broadcom Inc. 2.2% $3.80B 10.99M -50.1% ▼ Trim 2
57 ETN Eaton Corporation plc 0.4% $3.80B 11.94M -52.7% ▼ Trim 2
58 AJG Arthur J. Gallagher & Co. 0.4% $3.77B 14.56M -50.1% ▼ Trim 2
59 MSFT Microsoft Corporation 4.8% $3.74B 7.74M -53.5% ▼ Trim 2
60 SHOP Shopify Inc. 0.4% $3.72B 23.11M -50.8% ▼ Trim 2
61 BBEU JPMorgan BetaBuilders… 0.5% $3.71B 50.66M +29.7% ▲ Add 2
62 SPY State Street SPDR S&P 500… 2.0% $3.69B 5.41M -55.1% ▼ Trim 2
63 SO The Southern Company 0.4% $3.69B 42.31M -55.8% ▼ Trim 2
64 VOO Vanguard S&P 500 ETF 0.5% $3.68B 5.87M -78.5% ▼ Trim 2
65 AMZN Amazon.com, Inc. 2.5% $3.67B 15.88M -56.2% ▼ Trim 2
66 MSFT Microsoft Corporation 4.8% $3.64B 7.53M -53.5% ▼ Trim 2
67 MS Morgan Stanley 0.4% $3.57B 20.11M -52.3% ▼ Trim 2
68 AAPL Apple Inc. 4.1% $3.55B 13.06M -52.4% ▼ Trim 2
69 AVGO Broadcom Inc. 2.2% $3.50B 10.12M -50.1% ▼ Trim 2
70 BKNG Booking Holdings Inc. 0.4% $3.49B 652.60K -51.8% ▼ Trim 2
71 APH Amphenol Corporation 0.3% $3.46B 25.64M +1.4% ▲ Add 2
72 V Visa Inc. 0.3% $3.43B 9.79M -52.7% ▼ Trim 2
73 INSM Insmed Incorporated 0.3% $3.34B 19.20M -49.7% ▼ Trim 2
74 GOVT iShares U.S. Treasury Bond… 0.3% $3.31B 143.84M +133.0% ▲ Add 2
75 NXPI NXP Semiconductors N.V. 0.3% $3.29B 15.17M -57.5% ▼ Trim 2
76 DE Deere & Company 0.3% $3.27B 7.02M -57.6% ▼ Trim 2
77 VTEB Vanguard Tax-Exempt Bond ETF 0.4% $3.26B 64.82M -47.2% ▼ Trim 2
78 IVV iShares Core S&P 500 ETF 0.5% $3.26B 4.75M -74.9% ▼ Trim 2
79 BBJP JPMorgan BetaBuilders Japan… 0.6% $3.24B 49.20M -49.8% ▼ Trim 2
80 XLF State Street Financial… 0.4% $3.23B 58.96M -63.8% ▼ Trim 2
81 VCIT Vanguard Intermediate-Term… 0.3% $3.23B 38.54M -51.8% ▼ Trim 2
82 GOOG Alphabet Inc. 2.1% $3.21B 10.24M -49.5% ▼ Trim 2
83 MINT PIMCO Enhanced Short… 0.2% $3.21B 32.00M -47.8% ▼ Trim 2
84 AMZN Amazon.com, Inc. 2.5% $3.18B 13.78M -56.2% ▼ Trim 2
85 KO The Coca-Cola Company 0.3% $3.16B 45.19M -60.1% ▼ Trim 2
86 IBM International Business… 0.3% $3.15B 10.64M -54.6% ▼ Trim 2
87 AMD Advanced Micro Devices, Inc. 0.3% $3.12B 14.59M -22.9% ▼ Trim 2
88 GEV GE Vernova Inc. 0.3% $3.08B 4.71M -44.8% ▼ Trim 2
89 IVW iShares S&P 500 Growth ETF 0.3% $3.01B 24.43M -50.8% ▼ Trim 2
90 VGIT Vanguard Intermediate-Term… 0.3% $3.00B 50.03M -46.2% ▼ Trim 2
91 UNH UnitedHealth Group… 0.4% $2.98B 9.02M -53.6% ▼ Trim 2
92 META Meta Platforms, Inc. 2.0% $2.97B 4.51M -59.9% ▼ Trim 2
93 GOOG Alphabet Inc. 2.1% $2.97B 9.47M -49.5% ▼ Trim 2
94 APP AppLovin Corporation 0.3% $2.91B 4.32M -54.1% ▼ Trim 2
95 EOG EOG Resources, Inc. 0.2% $2.87B 27.36M -48.5% ▼ Trim 2
96 BMY Bristol-Myers Squibb Company 0.3% $2.87B 53.22M -56.3% ▼ Trim 2
97 MBB iShares MBS ETF 0.2% $2.82B 29.67M -66.0% ▼ Trim 2
98 BKR Baker Hughes Company 0.3% $2.82B 61.93M -57.8% ▼ Trim 2
99 HOOD Robinhood Markets, Inc. 0.3% $2.78B 24.60M -49.9% ▼ Trim 2
100 SYK Stryker Corporation 0.3% $2.76B 7.85M -49.1% ▼ Trim 2
101 GE GE Aerospace 0.2% $2.74B 8.91M -48.2% ▼ Trim 2
102 PEP PepsiCo, Inc. 0.3% $2.71B 18.85M -53.2% ▼ Trim 2
103 TXN Texas Instruments… 0.3% $2.69B 15.50M -47.9% ▼ Trim 2
104 BNDX Vanguard Total… 0.9% $2.65B 54.88M -45.4% ▼ Trim 2
105 META Meta Platforms, Inc. 2.0% $2.63B 3.99M -59.9% ▼ Trim 2
106 BBAX JPMorgan BetaBuilders… 0.3% $2.63B 46.66M -48.6% ▼ Trim 2
107 MDLZ Mondelez International, Inc. 0.2% $2.61B 48.44M -54.7% ▼ Trim 2
108 BBEU JPMorgan BetaBuilders… 0.5% $2.56B 34.93M +29.7% ▲ Add 2
109 AAPL Apple Inc. 4.1% $2.50B 9.20M -52.4% ▼ Trim 2
110 DHR Danaher Corporation 0.3% $2.49B 10.89M -42.1% ▼ Trim 2
111 PGR The Progressive Corporation 0.2% $2.48B 10.88M -57.7% ▼ Trim 2
112 COF Capital One Financial… 0.3% $2.46B 10.14M -51.1% ▼ Trim 2
113 IVE iShares S&P 500 Value ETF 0.3% $2.42B 11.43M -47.7% ▼ Trim 2
114 AMZN Amazon.com, Inc. 2.5% $2.42B 10.48M -56.2% ▼ Trim 2
115 FIS Fidelity National… 0.2% $2.40B 36.17M -45.5% ▼ Trim 2
116 NTRA Natera, Inc. 0.2% $2.40B 10.46M -44.7% ▼ Trim 2
117 YUM Yum! Brands, Inc. 0.2% $2.39B 15.83M -37.1% ▼ Trim 2
118 MU Micron Technology, Inc. 0.3% $2.39B 8.37M -62.4% ▼ Trim 2
119 BBCA JPMorgan BetaBuilders… 0.5% $2.36B 25.34M -50.2% ▼ Trim 2
120 DASH DoorDash, Inc. 0.2% $2.35B 10.36M -62.6% ▼ Trim 2
121 REGN Regeneron Pharmaceuticals… 0.2% $2.31B 2.99M -51.6% ▼ Trim 2
122 BSV Vanguard Short-Term Bond ETF 0.2% $2.28B 28.96M -35.6% ▼ Trim 2
123 VGT Vanguard Information… 0.3% $2.28B 3.02M -48.0% ▼ Trim 2
124 VGK Vanguard FTSE Europe ETF 0.3% $2.25B 26.87M -44.1% ▼ Trim 2
125 LRCX Lam Research Corporation 0.3% $2.21B 12.88M -60.8% ▼ Trim 2
126 BABA Alibaba Group Holding… 0.2% $2.16B 14.75M -36.0% ▼ Trim 2
127 TSLA Tesla, Inc. 1.4% $2.14B 4.76M -50.0% ▼ Trim 2
128 CME CME Group Inc. 0.2% $2.13B 7.80M -41.8% ▼ Trim 2
129 NET Cloudflare, Inc. 0.2% $2.13B 10.80M -35.6% ▼ Trim 2
130 IEF iShares 7-10 Year Treasury… 0.2% $2.11B 21.90M -35.9% ▼ Trim 2
131 VGT Vanguard Information… 0.3% $2.09B 2.77M -48.0% ▼ Trim 2
132 CVNA Carvana Co. 0.2% $2.07B 4.90M -52.0% ▼ Trim 2
133 BX Blackstone Inc. 0.2% $2.04B 13.24M -59.9% ▼ Trim 2
134 VRTX Vertex Pharmaceuticals… 0.2% $2.02B 4.46M -53.1% ▼ Trim 2
135 HLT Hilton Worldwide Holdings… 0.2% $2.01B 6.98M -51.8% ▼ Trim 2
136 LIN Linde plc 0.3% $2.00B 4.70M -50.9% ▼ Trim 2
137 GILD Gilead Sciences, Inc. 0.2% $2.00B 16.26M -45.6% ▼ Trim 2
138 ABT Abbott Laboratories 0.2% $1.97B 15.71M -62.2% ▼ Trim 2
139 EMR Emerson Electric Co. 0.2% $1.95B 14.71M -54.9% ▼ Trim 2
140 UNP Union Pacific Corporation 0.2% $1.94B 8.40M -47.2% ▼ Trim 2
141 WMT Walmart Inc. 0.9% $1.93B 17.35M -50.5% ▼ Trim 2
142 PWR Quanta Services, Inc. 0.2% $1.93B 4.56M -54.4% ▼ Trim 2
143 PULS PGIM Ultra Short Bond ETF 0.1% $1.93B 38.82M -47.8% ▼ Trim 2
144 MA Mastercard Incorporated 1.2% $1.92B 3.37M -50.3% ▼ Trim 2
145 GOOGL Alphabet Inc. 1.4% $1.91B 6.11M -53.8% ▼ Trim 2
146 CVX Chevron Corporation 0.2% $1.86B 12.23M -55.2% ▼ Trim 2
147 MRK Merck & Co., Inc. 0.2% $1.86B 17.69M -58.5% ▼ Trim 2
148 WDC Western Digital Corporation 0.2% $1.85B 10.76M -40.5% ▼ Trim 2
149 BND Vanguard Total Bond Market… 0.7% $1.83B 24.73M -46.9% ▼ Trim 2
150 CIEN Ciena Corporation 0.2% $1.82B 7.80M -15.9% ▼ Trim 2
151 IEMG iShares Core MSCI Emerging… 0.2% $1.81B 26.94M -48.2% ▼ Trim 2
152 SPY State Street SPDR S&P 500… 2.0% $1.81B 2.65M -55.1% ▼ Trim 2
153 BBAX JPMorgan BetaBuilders… 0.3% $1.81B 32.10M -48.6% ▼ Trim 2
154 IWF iShares Russell 1000 Growth… 0.2% $1.77B 3.74M -49.5% ▼ Trim 2
155 CRWD CrowdStrike Holdings, Inc. 0.2% $1.76B 3.76M -53.8% ▼ Trim 2
156 GOOGL Alphabet Inc. 1.4% $1.73B 5.54M -53.8% ▼ Trim 2
157 SPY State Street SPDR S&P 500… 2.0% $1.73B 2.54M -55.1% ▼ Trim 2
158 ECL Ecolab Inc. 0.2% $1.73B 6.59M -18.2% ▼ Trim 2
159 IVV iShares Core S&P 500 ETF 0.5% $1.72B 2.52M -74.9% ▼ Trim 2
160 USB U.S. Bancorp 0.2% $1.72B 32.24M -46.0% ▼ Trim 2
161 PG The Procter & Gamble Company 0.2% $1.71B 11.93M -59.0% ▼ Trim 2
162 COP ConocoPhillips 0.2% $1.68B 17.97M -62.0% ▼ Trim 2
163 VTR Ventas, Inc. 0.1% $1.68B 21.71M -52.6% ▼ Trim 2
164 TRV The Travelers Companies… 0.1% $1.68B 5.79M -53.7% ▼ Trim 2
165 BBMC JPMorgan BetaBuilders U.S.… 0.1% $1.66B 15.61M -55.3% ▼ Trim 2
166 JPLD JPMorgan Limited Duration… 0.1% $1.63B 31.21M -51.2% ▼ Trim 2
167 GOOGL Alphabet Inc. 1.4% $1.61B 5.14M -53.8% ▼ Trim 2
168 TJX The TJX Companies, Inc. 0.2% $1.60B 10.42M -55.1% ▼ Trim 2
169 CARR Carrier Global Corporation 0.1% $1.59B 30.17M -49.0% ▼ Trim 2
170 ALNY Alnylam Pharmaceuticals… 0.1% $1.59B 3.99M -48.1% ▼ Trim 2
171 MELI MercadoLibre, Inc. 0.2% $1.58B 786.65K -63.9% ▼ Trim 2
172 EW Edwards Lifesciences… 0.1% $1.58B 18.50M -48.1% ▼ Trim 2
173 AZO AutoZone, Inc. 0.1% $1.58B 464.75K -47.2% ▼ Trim 2
174 VMC Vulcan Materials Company 0.1% $1.58B 5.52M -55.3% ▼ Trim 2
175 META Meta Platforms, Inc. 2.0% $1.57B 2.38M -59.9% ▼ Trim 2
176 IEI iShares 3-7 Year Treasury… 0.1% $1.57B 13.17M -46.4% ▼ Trim 2
177 CMG Chipotle Mexican Grill, Inc. 0.1% $1.56B 42.12M -52.9% ▼ Trim 2
178 ROST Ross Stores, Inc. 0.1% $1.55B 8.62M -62.2% ▼ Trim 2
179 C Citigroup Inc. 0.1% $1.55B 13.26M -45.6% ▼ Trim 2
180 XLF State Street Financial… 0.4% $1.53B 28.02M -63.8% ▼ Trim 2
181 ISRG Intuitive Surgical, Inc. 0.2% $1.53B 2.71M -41.7% ▼ Trim 2
182 ETR Entergy Corporation 0.1% $1.52B 16.40M -22.5% ▼ Trim 2
183 TTWO Take-Two Interactive… 0.2% $1.51B 5.90M -50.3% ▼ Trim 2
184 COR Cencora, Inc. 0.1% $1.50B 4.44M -46.7% ▼ Trim 2
185 BURL Burlington Stores, Inc. 0.1% $1.50B 5.18M -50.0% ▼ Trim 2
186 COST Costco Wholesale Corporation 0.2% $1.48B 1.72M -54.3% ▼ Trim 2
187 SE Sea Limited 0.2% $1.46B 11.42M -56.6% ▼ Trim 2
188 PANW Palo Alto Networks, Inc. 0.1% $1.46B 7.91M -63.5% ▼ Trim 2
189 PLD Prologis, Inc. 0.2% $1.44B 11.30M -55.1% ▼ Trim 2
190 SNOW Snowflake Inc. 0.2% $1.43B 6.54M -49.9% ▼ Trim 2
191 HD The Home Depot, Inc. 0.2% $1.40B 4.08M -63.3% ▼ Trim 2
192 DYNF iShares U.S. Equity Factor… 0.1% $1.40B 23.02M -46.5% ▼ Trim 2
193 VTIP Vanguard Short-Term… 0.1% $1.40B 28.25M -47.5% ▼ Trim 2
194 AMT American Tower Corporation 0.2% $1.40B 7.95M -53.1% ▼ Trim 2
195 XEL Xcel Energy Inc. 0.1% $1.38B 18.68M -41.6% ▼ Trim 2
196 LLY Eli Lilly and Company 0.9% $1.38B 1.28M -36.7% ▼ Trim 2
197 DOV Dover Corporation 0.1% $1.38B 7.05M -51.7% ▼ Trim 2
198 SOFI SoFi Technologies, Inc. 0.1% $1.36B 51.91M -31.5% ▼ Trim 2
199 LLY Eli Lilly and Company 0.9% $1.36B 1.26M -36.7% ▼ Trim 2
200 AVGO Broadcom Inc. 2.2% $1.36B 3.92M -50.1% ▼ Trim 2
201 MCK McKesson Corporation 0.1% $1.34B 1.64M -53.6% ▼ Trim 2
202 VGK Vanguard FTSE Europe ETF 0.3% $1.34B 16.03M -44.1% ▼ Trim 2
203 GOOGL Alphabet Inc. 1.4% $1.34B 4.28M -53.8% ▼ Trim 2
204 AMP Ameriprise Financial, Inc. 0.1% $1.34B 2.73M -66.1% ▼ Trim 2
205 LLY Eli Lilly and Company 0.9% $1.33B 1.23M -36.7% ▼ Trim 2
206 VOO Vanguard S&P 500 ETF 0.5% $1.32B 2.10M -78.5% ▼ Trim 2
207 CMCSA Comcast Corporation 0.1% $1.32B 44.02M -62.4% ▼ Trim 2
208 GD General Dynamics Corporation 0.1% $1.31B 3.90M -48.9% ▼ Trim 2
209 MA Mastercard Incorporated 1.2% $1.30B 2.28M -50.3% ▼ Trim 2
210 IVV iShares Core S&P 500 ETF 0.5% $1.29B 1.88M -74.9% ▼ Trim 2
211 EWJ iShares MSCI Japan ETF 0.1% $1.28B 15.82M -50.0% ▼ Trim 2
212 MSFT Microsoft Corporation 4.8% $1.27B 2.63M -53.5% ▼ Trim 2
213 CB Chubb Limited 0.1% $1.26B 4.04M -49.2% ▼ Trim 2
214 XLV State Street Health Care… 0.2% $1.26B 8.12M -39.3% ▼ Trim 2
215 RBLX Roblox Corporation 0.1% $1.26B 15.51M -51.0% ▼ Trim 2
216 ABBV AbbVie Inc. 0.8% $1.26B 5.50M -53.7% ▼ Trim 2
217 NVDA NVIDIA Corporation 5.7% $1.25B 6.71M -53.3% ▼ Trim 2
218 GOOG Alphabet Inc. 2.1% $1.25B 3.98M -49.5% ▼ Trim 2
219 JMTG JPMorgan Mortgage-Backed… 0.1% $1.25B 24.48M -46.0% ▼ Trim 2
220 VUSB Vanguard Ultra-Short Bond… 0.1% $1.24B 24.93M -47.9% ▼ Trim 2
221 D Dominion Energy, Inc. 0.1% $1.24B 21.13M -51.2% ▼ Trim 2
222 CTSH Cognizant Technology… 0.1% $1.23B 14.80M -54.9% ▼ Trim 2
223 STX Seagate Technology Holdings… 0.1% $1.22B 4.45M -74.9% ▼ Trim 2
224 TMO Thermo Fisher Scientific… 0.3% $1.22B 2.11M -54.5% ▼ Trim 2
225 T AT&T Inc. 0.1% $1.21B 48.89M -60.2% ▼ Trim 2
226 WMT Walmart Inc. 0.9% $1.21B 10.89M -50.5% ▼ Trim 2
227 QQQ Invesco QQQ Trust, Series 1 0.1% $1.21B 1.97M -55.2% ▼ Trim 2
228 VGSH Vanguard Short-Term… 0.2% $1.20B 20.51M -13.4% ▼ Trim 2
229 TMO Thermo Fisher Scientific… 0.3% $1.20B 2.07M -54.5% ▼ Trim 2
230 VTEB Vanguard Tax-Exempt Bond ETF 0.4% $1.19B 23.68M -47.2% ▼ Trim 2
231 VGSH Vanguard Short-Term… 0.2% $1.19B 20.22M -13.4% ▼ Trim 2
232 SPY State Street SPDR S&P 500… 2.0% $1.18B 1.74M -55.1% ▼ Trim 2
233 EQIX Equinix, Inc. 0.1% $1.18B 1.53M -61.9% ▼ Trim 2
234 WFC Wells Fargo & Company 0.8% $1.16B 12.44M -54.9% ▼ Trim 2
235 EFA iShares MSCI EAFE ETF 0.1% $1.15B 12.01M -47.5% ▼ Trim 2
236 NKE NIKE, Inc. 0.1% $1.15B 17.99M -28.4% ▼ Trim 2
237 CI Cigna Corporation 0.1% $1.14B 4.16M -57.7% ▼ Trim 2
238 VGIT Vanguard Intermediate-Term… 0.3% $1.14B 19.07M -46.2% ▼ Trim 2
239 BNY Bank of New York Mellon Corp 0.1% $1.14B 9.83M -46.6% ▼ Trim 2
240 MS Morgan Stanley 0.4% $1.13B 6.39M -52.3% ▼ Trim 2
241 DHR Danaher Corporation 0.3% $1.13B 4.95M -42.1% ▼ Trim 2
242 IWD iShares Russell 1000 Value… 0.1% $1.13B 5.35M -48.1% ▼ Trim 2
243 CPAY Corpay, Inc. 0.1% $1.12B 3.71M -46.5% ▼ Trim 2
244 WFC Wells Fargo & Company 0.8% $1.12B 11.99M -54.9% ▼ Trim 2
245 TSM Taiwan Semiconductor… 0.5% $1.11B 3.65M -48.6% ▼ Trim 2
246 CVS CVS Health Corp. 0.2% $1.11B 13.93M -55.8% ▼ Trim 2
247 META Meta Platforms, Inc. 2.0% $1.10B 1.67M -59.9% ▼ Trim 2
248 MA Mastercard Incorporated 1.2% $1.10B 1.92M -50.3% ▼ Trim 2
249 XLV State Street Health Care… 0.2% $1.10B 7.09M -39.3% ▼ Trim 2
250 APD Air Products and Chemicals… 0.1% $1.10B 4.44M -52.3% ▼ Trim 2
251 CDNS Cadence Design Systems, Inc. 0.1% $1.09B 3.49M -49.8% ▼ Trim 2
252 EXPE Expedia Group, Inc. 0.1% $1.08B 3.81M -43.5% ▼ Trim 2
253 XONA.DE Exxon Mobil Corporation 0.6% $1.08B 8.94M -53.1% ▼ Trim 2
254 JNJ Johnson & Johnson 0.8% $1.07B 5.16M -50.1% ▼ Trim 2
255 VST Vistra Corp. 0.1% $1.06B 6.59M -50.9% ▼ Trim 2
256 TSLA Tesla, Inc. 1.4% $1.06B 2.36M -50.0% ▼ Trim 2
257 VOO Vanguard S&P 500 ETF 0.5% $1.05B 1.68M -78.5% ▼ Trim 2
258 HPE Hewlett Packard Enterprise… 0.1% $1.04B 43.41M -45.8% ▼ Trim 2
259 ESGU iShares ESG Aware MSCI USA… 0.1% $1.04B 6.99M -47.9% ▼ Trim 2
260 TSM Taiwan Semiconductor… 0.5% $1.04B 3.42M -48.6% ▼ Trim 2
261 ABBV AbbVie Inc. 0.8% $1.03B 4.51M -53.7% ▼ Trim 2
262 TDG TransDigm Group Incorporated 0.1% $1.03B 773.33K -60.7% ▼ Trim 2
263 WELL Welltower Inc. 0.1% $1.02B 5.48M -46.0% ▼ Trim 2
264 MCD McDonald's Corporation 0.7% $1.00B 3.29M -53.5% ▼ Trim 2
265 NOC Northrop Grumman Corporation 0.1% $1.00B 1.76M -54.8% ▼ Trim 2
266 TXN Texas Instruments… 0.3% $994.08M 5.73M -47.9% ▼ Trim 2
267 IEF iShares 7-10 Year Treasury… 0.2% $993.92M 10.34M -35.9% ▼ Trim 2
268 GOOG Alphabet Inc. 2.1% $989.65M 3.15M -49.5% ▼ Trim 2
269 KDP Keurig Dr Pepper Inc. 0.1% $985.05M 35.17M -61.2% ▼ Trim 2
270 JNJ Johnson & Johnson 0.8% $984.47M 4.76M -50.1% ▼ Trim 2
271 PM Philip Morris International… 0.5% $983.98M 6.13M -55.9% ▼ Trim 2
272 GOVT iShares U.S. Treasury Bond… 0.3% $983.28M 42.70M +133.0% ▲ Add 2
273 FITB Fifth Third Bancorp 0.1% $981.58M 20.97M -53.0% ▼ Trim 2
274 CSCO Cisco Systems, Inc. 0.2% $981.50M 12.74M -59.2% ▼ Trim 2
275 JNJ Johnson & Johnson 0.8% $976.85M 4.72M -50.1% ▼ Trim 2
276 RY Royal Bank of Canada 0.1% $975.51M 5.72M -56.6% ▼ Trim 2
277 ABBV AbbVie Inc. 0.8% $965.92M 4.23M -53.7% ▼ Trim 2
278 BKNG Booking Holdings Inc. 0.4% $964.46M 180.09K -51.8% ▼ Trim 2
279 CMS CMS Energy Corporation 0.1% $953.96M 13.64M -55.9% ▼ Trim 2
280 ACN Accenture plc 0.1% $951.27M 3.55M -46.5% ▼ Trim 2
281 MAR Marriott International, Inc. 0.1% $950.01M 3.06M -65.8% ▼ Trim 2
282 ETN Eaton Corporation plc 0.4% $941.96M 2.96M -52.7% ▼ Trim 2
283 NVDA NVIDIA Corporation 5.7% $941.00M 5.05M -53.3% ▼ Trim 2
284 ORCL Oracle Corporation 0.5% $934.52M 4.79M -58.4% ▼ Trim 2
285 TWLO Twilio Inc. 0.1% $929.66M 6.54M -58.2% ▼ Trim 2
286 JPM JPMorgan Chase & Co. 0.1% $922.94M 2.86M -49.2% ▼ Trim 2
287 AVGO Broadcom Inc. 2.2% $921.30M 2.66M -50.1% ▼ Trim 2
288 HUM Humana Inc. 0.1% $919.99M 3.59M -54.7% ▼ Trim 2
289 IEMG iShares Core MSCI Emerging… 0.2% $919.46M 13.68M -48.2% ▼ Trim 2
290 CVS CVS Health Corp. 0.2% $915.32M 11.53M -55.8% ▼ Trim 2
291 JPST JPMorgan Ultra-Short Income… 0.4% $908.66M 17.96M -45.0% ▼ Trim 2
292 IWF iShares Russell 1000 Growth… 0.2% $905.92M 1.91M -49.5% ▼ Trim 2
293 JEPQ JPMorgan Nasdaq Equity… 0.1% $905.42M 15.58M -57.7% ▼ Trim 2
294 IVW iShares S&P 500 Growth ETF 0.3% $904.04M 7.33M -50.8% ▼ Trim 2
295 JAVA JPMorgan Active Value ETF 0.1% $903.09M 12.59M -36.1% ▼ Trim 2
296 JGRO JPMorgan Active Growth ETF 0.1% $899.86M 9.70M -38.2% ▼ Trim 2
297 MS Morgan Stanley 0.4% $893.32M 5.03M -52.3% ▼ Trim 2
298 BAC Bank of America Corporation 0.6% $887.39M 16.13M -55.5% ▼ Trim 2
299 AMZN Amazon.com, Inc. 2.5% $870.63M 3.77M -56.2% ▼ Trim 2
300 VCIT Vanguard Intermediate-Term… 0.3% $870.58M 10.39M -51.8% ▼ Trim 2
301 AAPL Apple Inc. 4.1% $866.81M 3.19M -52.4% ▼ Trim 2
302 SPG Simon Property Group, Inc. 0.1% $865.36M 4.67M -52.6% ▼ Trim 2
303 UBS UBS Group AG 0.1% $862.22M 18.62M -41.9% ▼ Trim 2
304 DIS The Walt Disney Company 0.6% $860.84M 7.57M -43.5% ▼ Trim 2
305 XLI State Street Industrial… 0.1% $856.68M 5.52M -53.0% ▼ Trim 2
306 ROP Roper Technologies, Inc. 0.1% $854.30M 1.92M -16.7% ▼ Trim 2
307 XONA.DE Exxon Mobil Corporation 0.6% $851.76M 7.08M -53.1% ▼ Trim 2
308 PLTR Palantir Technologies Inc. 0.4% $836.48M 4.71M -48.7% ▼ Trim 2
309 SRE Sempra 0.1% $835.95M 9.47M -41.7% ▼ Trim 2
310 ARES Ares Management Corporation 0.1% $833.84M 5.16M -55.1% ▼ Trim 2
311 IVE iShares S&P 500 Value ETF 0.3% $832.48M 3.93M -47.7% ▼ Trim 2
312 TSLA Tesla, Inc. 1.4% $832.08M 1.85M -50.0% ▼ Trim 2
313 BSX Boston Scientific… 0.2% $826.48M 8.67M -55.2% ▼ Trim 2
314 MLM Martin Marietta Materials… 0.1% $824.01M 1.32M -62.0% ▼ Trim 2
315 GLW Corning Inc 0.1% $820.97M 9.38M -60.6% ▼ Trim 2
316 UBER Uber Technologies, Inc. 0.1% $813.67M 9.96M -78.5% ▼ Trim 2
317 CLS Celestica Inc. 0.1% $809.02M 2.74M -37.5% ▼ Trim 2
318 AXP American Express Company 0.5% $803.36M 2.17M -52.6% ▼ Trim 2
319 WFC Wells Fargo & Company 0.8% $799.95M 8.58M -54.9% ▼ Trim 2
320 NEE NextEra Energy, Inc. 0.6% $797.53M 9.93M -47.4% ▼ Trim 2
321 MTB M&T Bank Corporation 0.1% $795.14M 3.95M -57.2% ▼ Trim 2
322 GS The Goldman Sachs Group… 0.5% $794.94M 904.37K -43.7% ▼ Trim 2
323 WFC Wells Fargo & Company 0.8% $793.68M 8.52M -54.9% ▼ Trim 2
324 ANET Arista Networks, Inc. 0.1% $791.19M 6.04M -69.5% ▼ Trim 2
325 XONA.DE Exxon Mobil Corporation 0.6% $788.51M 6.55M -53.1% ▼ Trim 2
326 INTU Intuit Inc. 0.5% $787.62M 1.19M -44.6% ▼ Trim 2
327 L Loews Corporation 0.1% $782.86M 7.43M -54.0% ▼ Trim 2
328 MSFT Microsoft Corporation 4.8% $777.90M 1.61M -53.5% ▼ Trim 2
329 RJF Raymond James Financial… 0.1% $777.40M 4.84M -54.6% ▼ Trim 2
330 LLY Eli Lilly and Company 0.9% $772.92M 719.21K -36.7% ▼ Trim 2
331 WMB The Williams Companies, Inc. 0.1% $772.37M 12.85M -52.0% ▼ Trim 2
332 DIS The Walt Disney Company 0.6% $772.12M 6.79M -43.5% ▼ Trim 2
333 COF Capital One Financial… 0.3% $770.48M 3.18M -51.1% ▼ Trim 2
334 AON Aon plc 0.1% $765.30M 2.17M -52.3% ▼ Trim 2
335 NVDA NVIDIA Corporation 5.7% $763.24M 4.09M -53.3% ▼ Trim 2
336 IR Ingersoll Rand Inc. 0.1% $761.47M 9.61M -51.1% ▼ Trim 2
337 XLK State Street Technology… 0.1% $761.17M 5.29M -50.1% ▼ Trim 2
338 ASML ASML Holding N.V. 0.1% $756.43M 707.03K -71.6% ▼ Trim 2
339 MCD McDonald's Corporation 0.7% $751.76M 2.46M -53.5% ▼ Trim 2
340 VZ Verizon Communications Inc. 0.1% $751.54M 18.45M -64.1% ▼ Trim 2
341 AME AMETEK, Inc. 0.1% $746.06M 3.63M -51.1% ▼ Trim 2
342 CRM Salesforce, Inc. 0.1% $739.46M 2.79M -74.9% ▼ Trim 2
343 DHI D.R. Horton, Inc. 0.1% $735.79M 5.11M -67.3% ▼ Trim 2
344 YUMC Yum China Holdings, Inc. 0.1% $735.13M 15.40M -53.4% ▼ Trim 2
345 JEMA JPMorgan ActiveBuilders… 0.1% $730.45M 14.91M -57.2% ▼ Trim 2
346 XLY State Street Consumer… 0.1% $729.77M 6.11M -54.9% ▼ Trim 2
347 XLY State Street Consumer… 0.1% $728.27M 6.10M -54.9% ▼ Trim 2
348 IEFA iShares Core MSCI EAFE ETF 0.1% $724.68M 8.10M -48.1% ▼ Trim 2
349 MCD McDonald's Corporation 0.7% $722.78M 2.36M -53.5% ▼ Trim 2
350 TTE TotalEnergies SE 0.1% $721.57M 11.03M +421.3% ▲ Add 2
351 GS The Goldman Sachs Group… 0.5% $721.51M 820.83K -43.7% ▼ Trim 2
352 VOOG Vanguard S&P 500 Growth ETF 0.1% $720.33M 1.62M -50.8% ▼ Trim 2
353 BAC Bank of America Corporation 0.6% $719.66M 13.08M -55.5% ▼ Trim 2
354 OMC Omnicom Group Inc. 0.1% $718.66M 8.90M -34.9% ▼ Trim 2
355 SBAC SBA Communications… 0.1% $716.20M 3.70M -54.4% ▼ Trim 2
356 IUSB iShares Core Universal USD… 0.1% $713.98M 15.34M -54.7% ▼ Trim 2
357 BBEM JPMorgan BetaBuilders… 0.0% $711.46M 11.18M -48.1% ▼ Trim 2
358 QQQ Invesco QQQ Trust, Series 1 0.1% $709.69M 1.16M -55.2% ▼ Trim 2
359 OEF iShares S&P 100 ETF 0.1% $705.62M 2.06M -47.9% ▼ Trim 2
360 ITT ITT Inc. 0.1% $704.89M 4.06M -50.4% ▼ Trim 2
361 BLK BlackRock, Inc. 0.1% $703.04M 656.84K -54.4% ▼ Trim 2
362 RDDT Reddit, Inc. 0.1% $702.43M 3.06M -56.3% ▼ Trim 2
363 BAC Bank of America Corporation 0.6% $700.32M 12.73M -55.5% ▼ Trim 2
364 BSX Boston Scientific… 0.2% $699.54M 7.34M -55.2% ▼ Trim 2
365 LOW Lowe's Companies, Inc. 0.6% $699.19M 2.90M -52.0% ▼ Trim 2
366 VTI Vanguard Morningstar Total… 0.1% $695.56M 2.07M -51.7% ▼ Trim 2
367 HUBS HubSpot, Inc. 0.1% $689.40M 1.72M -45.1% ▼ Trim 2
368 VTI Vanguard Morningstar Total… 0.1% $685.09M 2.04M -51.7% ▼ Trim 2
369 WMT Walmart Inc. 0.9% $682.84M 6.13M -50.5% ▼ Trim 2
370 IQV IQVIA Holdings Inc. 0.1% $679.85M 3.02M -42.1% ▼ Trim 2
371 RCL Royal Caribbean Cruises Ltd. 0.1% $677.87M 2.43M -59.3% ▼ Trim 2
372 BKNG Booking Holdings Inc. 0.4% $672.13M 125.51K -51.8% ▼ Trim 2
373 LOW Lowe's Companies, Inc. 0.6% $671.90M 2.79M -52.0% ▼ Trim 2
374 SHOP Shopify Inc. 0.4% $668.91M 4.16M -50.8% ▼ Trim 2
375 VMBS Vanguard Mortgage-Backed… 0.1% $667.45M 14.18M -75.9% ▼ Trim 2
376 JMEE JPMorgan Small & Mid Cap… 0.0% $666.26M 10.35M -50.1% ▼ Trim 2
377 TXN Texas Instruments… 0.3% $662.73M 3.82M -47.9% ▼ Trim 2
378 FCNCA First Citizens BancShares… 0.1% $659.71M 307.39K -59.3% ▼ Trim 2
379 APP AppLovin Corporation 0.3% $659.17M 978.26K -54.1% ▼ Trim 2
380 PLTR Palantir Technologies Inc. 0.4% $657.98M 3.70M -48.7% ▼ Trim 2
381 APO Apollo Global Management… 0.1% $649.04M 4.48M -52.9% ▼ Trim 2
382 STT State Street Corporation 0.1% $648.65M 5.03M -62.3% ▼ Trim 2
383 DGX Quest Diagnostics… 0.0% $647.87M 3.73M -52.0% ▼ Trim 2
384 IVW iShares S&P 500 Growth ETF 0.3% $647.31M 5.25M -50.8% ▼ Trim 2
385 NEE NextEra Energy, Inc. 0.6% $647.19M 8.06M -47.4% ▼ Trim 2
386 SCHW The Charles Schwab… 0.5% $645.85M 6.46M -44.5% ▼ Trim 2
387 KBWB Invesco KBW Bank ETF 0.1% $640.98M 7.60M -26.3% ▼ Trim 2
388 PM Philip Morris International… 0.5% $638.63M 3.98M -55.9% ▼ Trim 2
389 MSFT Microsoft Corporation 4.8% $638.26M 1.32M -53.5% ▼ Trim 2
390 AVB AvalonBay Communities, Inc. 0.1% $638.02M 3.52M -38.8% ▼ Trim 2
391 SHOP Shopify Inc. 0.4% $633.63M 3.94M -50.8% ▼ Trim 2
392 BINC iShares Flexible Income… 0.0% $630.02M 11.94M -45.4% ▼ Trim 2
393 UNH UnitedHealth Group… 0.4% $628.01M 1.90M -53.6% ▼ Trim 2
394 IJH iShares Core S&P Mid-Cap ETF 0.1% $626.53M 9.49M -50.6% ▼ Trim 2
395 ETN Eaton Corporation plc 0.4% $623.82M 1.96M -52.7% ▼ Trim 2
396 NBIX Neurocrine Biosciences, Inc. 0.1% $623.41M 4.40M -45.0% ▼ Trim 2
397 WMT Walmart Inc. 0.9% $622.55M 5.59M -50.5% ▼ Trim 2
398 BRK-B Berkshire Hathaway Inc. 0.4% $622.45M 1.24M -48.8% ▼ Trim 2
399 NEE NextEra Energy, Inc. 0.6% $619.94M 7.72M -47.4% ▼ Trim 2
400 FDX FedEx Corporation 0.1% $616.14M 2.13M -49.8% ▼ Trim 2
401 NU Nu Holdings Ltd. 0.1% $615.14M 36.75M -56.8% ▼ Trim 2
402 XLC State Street Communication… 0.1% $614.76M 5.22M -50.9% ▼ Trim 2
403 APP AppLovin Corporation 0.3% $610.77M 906.42K -54.1% ▼ Trim 2
404 AAPL Apple Inc. 4.1% $609.80M 2.24M -52.4% ▼ Trim 2
405 EFV iShares MSCI EAFE Value ETF 0.1% $609.34M 8.53M -53.5% ▼ Trim 2
406 VIG Vanguard Dividend… 0.0% $605.70M 2.76M -48.0% ▼ Trim 2
407 NVDA NVIDIA Corporation 5.7% $605.65M 3.25M -53.3% ▼ Trim 2
408 MMM 3M Company 0.5% $602.18M 3.76M -49.9% ▼ Trim 2
409 REG Regency Centers Corporation 0.0% $602.00M 8.72M -50.4% ▼ Trim 2
410 NOW ServiceNow, Inc. 0.4% $601.37M 3.93M -52.1% ▼ Trim 2
411 CSX CSX Corporation 0.1% $598.65M 16.51M -32.8% ▼ Trim 2
412 BRK-B Berkshire Hathaway Inc. 0.4% $598.55M 1.19M -48.8% ▼ Trim 2
413 TMO Thermo Fisher Scientific… 0.3% $597.98M 1.03M -54.5% ▼ Trim 2
414 ORCL Oracle Corporation 0.5% $597.60M 3.07M -58.4% ▼ Trim 2
415 V Visa Inc. 0.3% $597.43M 1.70M -52.7% ▼ Trim 2
416 SCHW The Charles Schwab… 0.5% $594.56M 5.95M -44.5% ▼ Trim 2
417 AXP American Express Company 0.5% $588.66M 1.59M -52.6% ▼ Trim 2
418 HCA HCA Healthcare, Inc. 0.1% $587.89M 1.26M -60.5% ▼ Trim 2
419 AXP American Express Company 0.5% $585.39M 1.58M -52.6% ▼ Trim 2
420 FIX Comfort Systems USA, Inc. 0.0% $584.73M 626.53K -51.9% ▼ Trim 2
421 VEA Vanguard FTSE Developed… 0.1% $583.63M 9.34M -48.5% ▼ Trim 2
422 PEP PepsiCo, Inc. 0.3% $582.55M 4.06M -53.2% ▼ Trim 2
423 RTX RTX Corporation 0.4% $582.32M 3.18M -46.8% ▼ Trim 2
424 META Meta Platforms, Inc. 2.0% $582.22M 882.03K -59.9% ▼ Trim 2
425 HON Honeywell International Inc. 0.1% $581.27M 2.98M -61.9% ▼ Trim 2
426 AGG iShares Core U.S. Aggregate… 0.1% $579.61M 5.80M -46.9% ▼ Trim 2
427 URI United Rentals, Inc. 0.1% $579.32M 715.81K -46.4% ▼ Trim 2
428 PSA Public Storage 0.1% $576.05M 2.22M -49.1% ▼ Trim 2
429 CSCO Cisco Systems, Inc. 0.2% $575.70M 7.47M -59.2% ▼ Trim 2
430 UNH UnitedHealth Group… 0.4% $574.95M 1.74M -53.6% ▼ Trim 2
431 JMTG JPMorgan Mortgage-Backed… 0.1% $573.83M 11.24M -46.0% ▼ Trim 2
432 TD The Toronto-Dominion Bank 0.0% $573.60M 6.09M -54.2% ▼ Trim 2
433 UNH UnitedHealth Group… 0.4% $572.63M 1.73M -53.6% ▼ Trim 2
434 SPY State Street SPDR S&P 500… 2.0% $571.57M 838.17K -55.1% ▼ Trim 2
435 NVDA NVIDIA Corporation 5.7% $571.45M 3.06M -53.3% ▼ Trim 2
436 VNQ Vanguard Real Estate ETF 0.0% $571.45M 6.46M -52.5% ▼ Trim 2
437 TT Trane Technologies plc 0.4% $570.69M 1.47M -47.1% ▼ Trim 2
438 CBRE CBRE Group, Inc. 0.0% $569.37M 3.54M -46.9% ▼ Trim 2
439 UBS UBS Group AG 0.1% $569.16M 12.29M -41.9% ▼ Trim 2
440 QUAL iShares MSCI USA Quality… 0.1% $567.53M 2.86M -65.1% ▼ Trim 2
441 TER Teradyne, Inc. 0.0% $567.04M 2.93M -62.4% ▼ Trim 2
442 ICE Intercontinental Exchange… 0.1% $566.54M 3.50M -59.4% ▼ Trim 2
443 FANG Diamondback Energy, Inc. 0.1% $565.64M 3.76M -58.7% ▼ Trim 2
444 ET Energy Transfer LP 0.0% $563.74M 34.19M -59.0% ▼ Trim 2
445 MDT Medtronic plc 0.3% $561.74M 5.85M -48.6% ▼ Trim 2
446 QCOM QUALCOMM Incorporated 0.1% $559.56M 3.27M -57.7% ▼ Trim 2
447 DHR Danaher Corporation 0.3% $558.29M 2.44M -42.1% ▼ Trim 2
448 XONA.DE Exxon Mobil Corporation 0.6% $556.55M 4.62M -53.1% ▼ Trim 2
449 IBM International Business… 0.3% $554.98M 1.87M -54.6% ▼ Trim 2
450 AAPL Apple Inc. 4.1% $553.56M 2.04M -52.4% ▼ Trim 2
451 IEUR iShares Core MSCI Europe ETF 0.0% $548.93M 7.73M -49.4% ▼ Trim 2
452 SPOT Spotify Technology S.A. 0.1% $548.85M 945.13K -62.7% ▼ Trim 2
453 BKNG Booking Holdings Inc. 0.4% $548.26M 102.38K -51.8% ▼ Trim 2
454 LNG Cheniere Energy, Inc. 0.0% $548.23M 2.82M -70.7% ▼ Trim 2
455 ESGD iShares ESG Aware MSCI EAFE… 0.1% $547.87M 5.76M -48.5% ▼ Trim 2
456 ADI Analog Devices, Inc. 0.4% $547.01M 2.02M -49.3% ▼ Trim 2
457 AMAT Applied Materials, Inc. 0.1% $546.09M 2.12M -71.0% ▼ Trim 2
458 EQT EQT Corporation 0.1% $541.11M 10.10M +31.8% ▲ Add 2
459 VOO Vanguard S&P 500 ETF 0.5% $541.08M 862.79K -78.5% ▼ Trim 2
460 BAI iShares A.I. Innovation and… 0.0% $535.76M 16.09M -5.3% ▼ Trim 2
461 ULTA Ulta Beauty, Inc. 0.0% $535.64M 885.34K -56.8% ▼ Trim 2
462 XLC State Street Communication… 0.1% $535.42M 4.55M -50.9% ▼ Trim 2
463 FBCG Fidelity Blue Chip Growth… 0.0% $534.36M 9.74M -47.6% ▼ Trim 2
464 INTU Intuit Inc. 0.5% $533.89M 805.97K -44.6% ▼ Trim 2
465 RKLB Rocket Lab USA, Inc. 0.0% $531.88M 7.62M -13.0% ▼ Trim 2
466 SO The Southern Company 0.4% $529.04M 6.07M -55.8% ▼ Trim 2
467 TSLA Tesla, Inc. 1.4% $528.68M 1.18M -50.0% ▼ Trim 2
468 NOW ServiceNow, Inc. 0.4% $528.32M 3.45M -52.1% ▼ Trim 2
469 MSFT Microsoft Corporation 4.8% $527.15M 1.09M -53.5% ▼ Trim 2
470 SPYG State Street SPDR Portfolio… 0.0% $526.84M 4.94M -47.7% ▼ Trim 2
471 HOOD Robinhood Markets, Inc. 0.3% $526.71M 4.66M -49.9% ▼ Trim 2
472 MSFT Microsoft Corporation 4.8% $525.32M 1.09M -53.5% ▼ Trim 2
473 DIS The Walt Disney Company 0.6% $524.37M 4.61M -43.5% ▼ Trim 2
474 PKG Packaging Corporation of… 0.0% $524.33M 2.54M -46.2% ▼ Trim 2
475 LRCX Lam Research Corporation 0.3% $522.44M 3.05M -60.8% ▼ Trim 2
476 CAT Caterpillar Inc. 0.1% $519.95M 907.62K -63.1% ▼ Trim 2
477 NFLX Netflix, Inc. 0.4% $519.26M 5.54M -64.4% ▼ Trim 2
478 GEV GE Vernova Inc. 0.3% $519.08M 794.22K -44.8% ▼ Trim 2
479 HOOD Robinhood Markets, Inc. 0.3% $517.58M 4.58M -49.9% ▼ Trim 2
480 UNH UnitedHealth Group… 0.4% $517.40M 1.57M -53.6% ▼ Trim 2
481 INTU Intuit Inc. 0.5% $514.59M 776.83K -44.6% ▼ Trim 2
482 LRCX Lam Research Corporation 0.3% $514.25M 3.00M -60.8% ▼ Trim 2
483 JMUB JPMorgan Municipal ETF 0.0% $507.91M 10.06M +778.2% ▲ Add 2
484 AJG Arthur J. Gallagher & Co. 0.4% $507.83M 1.96M -50.1% ▼ Trim 2
485 RF Regions Financial… 0.1% $507.79M 18.74M -52.5% ▼ Trim 2
486 FBND Fidelity Total Bond ETF 0.0% $504.42M 10.96M -37.1% ▼ Trim 2
487 JCPI JPMorgan Inflation Managed… 0.0% $501.74M 10.41M -52.8% ▼ Trim 2
488 XLI State Street Industrial… 0.1% $501.69M 3.23M -53.0% ▼ Trim 2
489 GE GE Aerospace 0.2% $501.24M 1.63M -48.2% ▼ Trim 2
490 O Realty Income Corporation 0.1% $500.17M 8.87M -37.1% ▼ Trim 2
491 APH Amphenol Corporation 0.3% $500.02M 3.70M +1.4% ▲ Add 2
492 LIN Linde plc 0.3% $499.69M 1.17M -50.9% ▼ Trim 2
493 TT Trane Technologies plc 0.4% $496.49M 1.28M -47.1% ▼ Trim 2
494 BMY Bristol-Myers Squibb Company 0.3% $495.30M 9.18M -56.3% ▼ Trim 2
495 AAPL Apple Inc. 4.1% $494.60M 1.82M -52.4% ▼ Trim 2
496 CHD Church & Dwight Co., Inc. 0.0% $493.86M 5.89M -38.0% ▼ Trim 2
497 RTX RTX Corporation 0.4% $492.11M 2.68M -46.8% ▼ Trim 2
498 IWD iShares Russell 1000 Value… 0.1% $491.36M 2.34M -48.1% ▼ Trim 2
499 COST Costco Wholesale Corporation 0.2% $490.68M 569.01K -54.3% ▼ Trim 2
500 SE Sea Limited 0.2% $488.11M 3.83M -56.6% ▼ Trim 2

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.

Età della posizione
3040–1 trimestri
52542–4 trimestri

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

Gestori simili
GestorePosizioni comuniSovrapposizione di nomiSimilarità ponderata
Northern Trust Corp 4027 66.3% 0.9249 Confronta ⇄
BlackRock 4674 75.0% 0.9152 Confronta ⇄
Goldman Sachs Group 4646 75.4% 0.9135 Confronta ⇄
Russell Investments Group, Ltd. 4083 69.2% 0.9108 Confronta ⇄
Nuveen, LLC 3617 61.7% 0.9092 Confronta ⇄
Morgan Stanley 5654 81.5% 0.9073 Confronta ⇄
Bank of New York Mellon Corp 3987 67.3% 0.904 Confronta ⇄
Citigroup Inc 4338 71.9% 0.881 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 12 2026 13F-HR · periodo Q2 2026

$1.81T · 34,064 posizioni · Visualizza la dichiarazione SEC originale ↗

May 13 2026 13F-HR · periodo Q1 2026

$1.56T · 33,063 posizioni · Visualizza la dichiarazione SEC originale ↗

May 13 2026 13F-HR/A · periodo Q1 2026

$1.56T · 33,063 posizioni · emendamento (restatement) · Visualizza la dichiarazione SEC originale ↗

Feb 11 2026 13F-HR · periodo Q4 2025

$1.59T · 31,795 posizioni · Visualizza la dichiarazione SEC originale ↗

Nov 26 2025 13F-HR/A · periodo Q3 2025

$1.67T · 32,847 posizioni · emendamento (new holdings) · Visualizza la dichiarazione SEC originale ↗

Nov 07 2025 13F-HR · periodo Q3 2025

$1.67T · 32,847 posizioni · Visualizza la dichiarazione SEC originale ↗

Aug 12 2025 13F-HR · periodo Q2 2025

$1.53T · 31,400 posizioni · 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: Q4 2025 · ultimo filing Aug 12, 2026 · Metodologia di calcolo