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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 ⇄
$1.56TValore 13F dichiarato
33,063Posizioni
24.6%Peso top-10
102.10Partecipazioni effettive
10.8%Turnover est.
+310Nuovo
−215Uscite

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. Values normalized from a filing reported in $ thousands — the original filing shows the as-reported figures.

Valore dichiarato per trimestre Q3 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 29.8% (+0.1pp)
Tecnologia 24.1% (-3.7pp)
Sanità 9.1% (+0.6pp)
Beni di consumo ciclici 8.5% (-0.7pp)
Servizi di comunicazione 7.4% (-0.2pp)
Industria 7.2% (+0.9pp)
Beni di consumo difensivi 4.1% (+1.0pp)
Energia 3.8% (+1.3pp)
Utility 2.2% (+0.2pp)
Immobiliare 1.9% (+0.1pp)
Materiali di base 1.6% (+0.1pp)

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

Il portafoglio · Q1 2026
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 NVDA NVIDIA Corporation 5.0% $45.87B 277.72M -1.8% ▼ Trim 3
2 AAPL Apple Inc. 3.9% $36.74B 148.97M +2.8% ▲ Add 3
3 MSFT Microsoft Corporation 3.1% $27.32B 76.10M -14.0% ▼ Trim 3
4 GOOG Alphabet Inc. 2.2% $22.08B 80.84M +19.1% ▲ Add 3
5 AMZN Amazon.com, Inc. 2.3% $20.56B 102.34M +5.6% ▲ Add 3
6 SPY State Street SPDR S&P 500… 2.0% $19.04B 30.12M +2.8% ▲ Add 3
7 META Meta Platforms, Inc. 1.8% $16.95B 31.60M +14.4% ▲ Add 3
8 AVGO Broadcom Inc. 1.8% $16.53B 56.35M -2.1% ▼ Trim 3
9 TSLA Tesla, Inc. 1.1% $11.50B 32.36M +3.3% ▲ Add 3
10 MA Mastercard Incorporated 1.1% $11.11B 22.49M +4.6% ▲ Add 3
11 BNDX Vanguard Total… 0.9% $10.81B 226.29M +4.6% ▲ Add 3
12 JNJ Johnson & Johnson 1.0% $10.30B 42.46M +7.8% ▲ Add 3
13 GOOGL Alphabet Inc. 1.3% $10.28B 37.59M +9.7% ▲ Add 3
14 WMT Walmart Inc. 1.0% $9.19B 74.38M +6.1% ▲ Add 3
15 VOO Vanguard S&P 500 ETF 1.1% $8.77B 15.10M +133.2% ▲ Add 3
16 XONA.DE Exxon Mobil Corporation 1.0% $8.17B 47.65M +21.6% ▲ Add 3
17 BND Vanguard Total Bond Market… 0.7% $8.09B 110.16M +2.3% ▲ Add 3
18 MCD McDonald's Corporation 0.8% $7.75B 25.11M +18.5% ▲ Add 3
19 IVV iShares Core S&P 500 ETF 1.0% $7.58B 11.94M +112.4% ▲ Add 3
20 ABBV AbbVie Inc. 0.8% $7.55B 35.40M +8.3% ▲ Add 3
21 LLY Eli Lilly and Company 0.8% $7.48B 8.44M +5.4% ▲ Add 3
22 NVDA NVIDIA Corporation 5.0% $7.16B 43.33M -1.8% ▼ Trim 3
23 NEE NextEra Energy, Inc. 0.7% $6.82B 74.12M +10.0% ▲ Add 3
24 WFC Wells Fargo & Company 0.7% $6.24B 81.31M -1.3% ▼ Trim 3
25 LOW Lowe's Companies, Inc. 0.6% $6.08B 26.16M +2.9% ▲ Add 3
26 PM Philip Morris International… 0.6% $5.80B 35.20M +23.7% ▲ Add 3
27 NVDA NVIDIA Corporation 5.0% $5.78B 35.02M -1.8% ▼ Trim 3
28 RTX RTX Corporation 0.5% $5.78B 30.87M +28.8% ▲ Add 3
29 BRK-B Berkshire Hathaway Inc. 0.5% $5.73B 12.07M +27.0% ▲ Add 3
30 AAPL Apple Inc. 3.9% $5.70B 23.10M +2.8% ▲ Add 3
31 BBJP JPMorgan BetaBuilders Japan… 0.6% $5.41B 81.10M +1.6% ▲ Add 3
32 MMM 3M Company 0.5% $5.08B 35.61M +1.9% ▲ Add 3
33 SCHW The Charles Schwab… 0.5% $4.87B 52.30M +9.9% ▲ Add 3
34 TT Trane Technologies plc 0.5% $4.80B 11.88M +1.8% ▲ Add 3
35 DIS The Walt Disney Company 0.5% $4.64B 49.19M +0.4% ▲ Add 3
36 ADI Analog Devices, Inc. 0.4% $4.57B 15.09M -7.7% ▼ Trim 3
37 MSFT Microsoft Corporation 3.1% $4.39B 12.23M -14.0% ▼ Trim 3
38 JPST JPMorgan Ultra-Short Income… 0.3% $4.35B 86.02M -5.8% ▼ Trim 3
39 SPYM State Street SPDR Portfolio… 0.3% $4.31B 58.00M +717.7% ▲ Add 3
40 ETN Eaton Corporation plc 0.5% $4.31B 12.55M +6.2% ▲ Add 3
41 TXN Texas Instruments… 0.5% $4.30B 23.05M +35.5% ▲ Add 3
42 TSM Taiwan Semiconductor… 0.5% $4.21B 13.31M -4.8% ▼ Trim 3
43 LRCX Lam Research Corporation 0.4% $4.20B 21.01M +39.1% ▲ Add 3
44 AXP American Express Company 0.4% $4.17B 14.02M -3.0% ▼ Trim 3
45 GS The Goldman Sachs Group… 0.4% $4.12B 5.11M -8.4% ▼ Trim 3
46 AAPL Apple Inc. 3.9% $4.10B 16.62M +2.8% ▲ Add 3
47 MRK Merck & Co., Inc. 0.4% $4.09B 34.64M +81.4% ▲ Add 3
48 BBCA JPMorgan BetaBuilders… 0.5% $4.08B 44.56M +0.7% ▲ Add 3
49 MS Morgan Stanley 0.5% $4.08B 25.76M +22.0% ▲ Add 3
50 APH Amphenol Corporation 0.4% $4.05B 34.01M +43.5% ▲ Add 3
51 BAC Bank of America Corporation 0.4% $4.03B 85.25M -18.1% ▼ Trim 3
52 NVDA NVIDIA Corporation 5.0% $3.99B 24.17M -1.8% ▼ Trim 3
53 BMY Bristol-Myers Squibb Company 0.4% $3.92B 65.65M +22.7% ▲ Add 3
54 GEV GE Vernova Inc. 0.4% $3.91B 4.78M +6.4% ▲ Add 3
55 JGLO JPMorgan Global Select… 0.3% $3.89B 61.24M -0.1% ▼ Trim 3
56 BBIN JPMorgan BetaBuilders… 0.3% $3.85B 54.31M -1.0% ▼ Trim 3
57 MSFT Microsoft Corporation 3.1% $3.83B 10.68M -14.0% ▼ Trim 3
58 INTU Intuit Inc. 0.4% $3.83B 8.92M +11.9% ▲ Add 3
59 EOG EOG Resources, Inc. 0.3% $3.80B 25.36M -6.2% ▼ Trim 3
60 DE Deere & Company 0.4% $3.79B 6.82M -1.3% ▼ Trim 3
61 JIRE JPMorgan International… 0.3% $3.78B 51.55M -1.2% ▼ Trim 3
62 BBEU JPMorgan BetaBuilders… 0.4% $3.60B 51.28M +1.1% ▲ Add 3
63 HWM Howmet Aerospace Inc. 0.3% $3.56B 15.97M -24.3% ▼ Trim 3
64 GOOG Alphabet Inc. 2.2% $3.48B 12.73M +19.1% ▲ Add 3
65 VOO Vanguard S&P 500 ETF 1.1% $3.43B 5.90M +133.2% ▲ Add 3
66 SPY State Street SPDR S&P 500… 2.0% $3.38B 5.35M +2.8% ▲ Add 3
67 GOVT iShares U.S. Treasury Bond… 0.3% $3.37B 147.02M +9.6% ▲ Add 3
68 BBJP JPMorgan BetaBuilders Japan… 0.6% $3.37B 50.49M +1.6% ▲ Add 3
69 PEP PepsiCo, Inc. 0.4% $3.35B 21.36M +17.6% ▲ Add 3
70 GILD Gilead Sciences, Inc. 0.3% $3.29B 24.10M +47.6% ▲ Add 3
71 VCIT Vanguard Intermediate-Term… 0.3% $3.27B 39.77M +3.3% ▲ Add 3
72 NFLX Netflix, Inc. 0.4% $3.27B 35.16M -0.9% ▼ Trim 3
73 KO The Coca-Cola Company 0.4% $3.26B 42.80M +0.8% ▲ Add 3
74 MINT PIMCO Enhanced Short… 0.2% $3.23B 32.16M +0.6% ▲ Add 3
75 SYK Stryker Corporation 0.3% $3.14B 9.64M +28.4% ▲ Add 3
76 COP ConocoPhillips 0.3% $3.13B 23.58M +37.3% ▲ Add 3
77 VGIT Vanguard Intermediate-Term… 0.3% $3.13B 52.61M +11.0% ▲ Add 3
78 AMD Advanced Micro Devices, Inc. 0.3% $3.10B 15.79M +16.0% ▲ Add 3
79 IVV iShares Core S&P 500 ETF 1.0% $3.08B 4.86M +112.4% ▲ Add 3
80 AMZN Amazon.com, Inc. 2.3% $3.07B 15.27M +5.6% ▲ Add 3
81 AJG Arthur J. Gallagher & Co. 0.3% $3.05B 14.14M -3.7% ▼ Trim 3
82 AVGO Broadcom Inc. 1.8% $3.04B 10.38M -2.1% ▼ Trim 3
83 UNP Union Pacific Corporation 0.3% $3.02B 12.63M +54.0% ▲ Add 3
84 INSM Insmed Incorporated 0.3% $3.00B 19.57M +4.1% ▲ Add 3
85 NVDA NVIDIA Corporation 5.0% $2.98B 18.04M -1.8% ▼ Trim 3
86 MU Micron Technology, Inc. 0.3% $2.97B 9.24M +19.9% ▲ Add 3
87 MDT Medtronic plc 0.3% $2.97B 34.67M -4.9% ▼ Trim 3
88 WDC Western Digital Corporation 0.3% $2.97B 11.81M +22.5% ▲ Add 3
89 PG The Procter & Gamble Company 0.3% $2.97B 20.52M +64.3% ▲ Add 3
90 IBM International Business… 0.3% $2.96B 12.48M +22.0% ▲ Add 3
91 ORCL Oracle Corporation 0.3% $2.91B 20.97M -21.2% ▼ Trim 3
92 GOOG Alphabet Inc. 2.2% $2.88B 10.55M +19.1% ▲ Add 3
93 SO The Southern Company 0.3% $2.86B 29.52M -29.8% ▼ Trim 3
94 NXPI NXP Semiconductors N.V. 0.3% $2.86B 15.24M -0.6% ▼ Trim 3
95 XLF State Street Financial… 0.5% $2.83B 58.56M +50.4% ▲ Add 3
96 MBB iShares MBS ETF 0.2% $2.82B 29.77M +5.8% ▲ Add 3
97 MDLZ Mondelez International, Inc. 0.2% $2.80B 48.12M -1.5% ▼ Trim 3
98 AZO AutoZone, Inc. 0.3% $2.78B 831.86K +103.0% ▲ Add 3
99 AAPL Apple Inc. 3.9% $2.78B 11.26M +2.8% ▲ Add 3
100 BBAX JPMorgan BetaBuilders… 0.3% $2.77B 47.75M +2.0% ▲ Add 3
101 META Meta Platforms, Inc. 1.8% $2.76B 5.14M +14.4% ▲ Add 3
102 MSFT Microsoft Corporation 3.1% $2.73B 7.61M -14.0% ▼ Trim 3
103 AVGO Broadcom Inc. 1.8% $2.71B 9.23M -2.1% ▼ Trim 3
104 AAPL Apple Inc. 3.9% $2.65B 10.74M +2.8% ▲ Add 3
105 BNDX Vanguard Total… 0.9% $2.64B 55.31M +4.6% ▲ Add 3
106 UNH UnitedHealth Group… 0.3% $2.63B 10.07M +11.1% ▲ Add 3
107 CIEN Ciena Corporation 0.3% $2.59B 7.10M -5.9% ▼ Trim 3
108 IVW iShares S&P 500 Growth ETF 0.3% $2.58B 23.73M -0.6% ▼ Trim 3
109 MSFT Microsoft Corporation 3.1% $2.56B 7.14M -14.0% ▼ Trim 3
110 V Visa Inc. 0.3% $2.56B 8.55M -7.5% ▼ Trim 3
111 GE GE Aerospace 0.2% $2.56B 9.37M +14.7% ▲ Add 3
112 CVX Chevron Corporation 0.3% $2.55B 12.10M +7.2% ▲ Add 3
113 BKR Baker Hughes Company 0.2% $2.55B 41.95M -33.0% ▼ Trim 3
114 AMZN Amazon.com, Inc. 2.3% $2.48B 12.33M +5.6% ▲ Add 3
115 BBEU JPMorgan BetaBuilders… 0.4% $2.47B 35.25M +1.1% ▲ Add 3
116 REGN Regeneron Pharmaceuticals… 0.2% $2.44B 3.26M +9.4% ▲ Add 3
117 CME CME Group Inc. 0.2% $2.37B 7.97M +10.0% ▲ Add 3
118 YUM Yum! Brands, Inc. 0.2% $2.36B 15.26M -3.4% ▼ Trim 3
119 BBCA JPMorgan BetaBuilders… 0.5% $2.35B 25.68M +0.7% ▲ Add 3
120 PWR Quanta Services, Inc. 0.2% $2.34B 4.38M +1.9% ▲ Add 3
121 BSV Vanguard Short-Term Bond ETF 0.2% $2.33B 29.70M +2.7% ▲ Add 3
122 T AT&T Inc. 0.2% $2.29B 79.57M +63.3% ▲ Add 3
123 VRTX Vertex Pharmaceuticals… 0.2% $2.28B 5.16M +16.4% ▲ Add 3
124 META Meta Platforms, Inc. 1.8% $2.27B 4.23M +14.4% ▲ Add 3
125 USB U.S. Bancorp 0.2% $2.26B 44.37M +27.1% ▲ Add 3
126 BKNG Booking Holdings Inc. 0.3% $2.23B 540.83K -4.4% ▼ Trim 3
127 AMZN Amazon.com, Inc. 2.3% $2.22B 11.03M +5.6% ▲ Add 3
128 NOW ServiceNow, Inc. 0.2% $2.20B 20.91M -18.1% ▼ Trim 3
129 DOV Dover Corporation 0.2% $2.19B 10.82M +60.4% ▲ Add 3
130 VTR Ventas, Inc. 0.2% $2.19B 26.79M +25.8% ▲ Add 3
131 NVDA NVIDIA Corporation 5.0% $2.18B 13.19M -1.8% ▼ Trim 3
132 ETR Entergy Corporation 0.2% $2.16B 19.45M +20.9% ▲ Add 3
133 HLT Hilton Worldwide Holdings… 0.2% $2.16B 7.29M +7.1% ▲ Add 3
134 COST Costco Wholesale Corporation 0.3% $2.15B 2.16M +35.5% ▲ Add 3
135 VGK Vanguard FTSE Europe ETF 0.2% $2.14B 26.82M +0.8% ▲ Add 3
136 IVE iShares S&P 500 Value ETF 0.2% $2.11B 10.15M -8.3% ▼ Trim 3
137 AMZN Amazon.com, Inc. 2.3% $2.05B 10.20M +5.6% ▲ Add 3
138 JPLD JPMorgan Limited Duration… 0.2% $2.04B 39.08M +20.8% ▲ Add 3
139 NTRA Natera, Inc. 0.2% $2.03B 10.86M +4.1% ▲ Add 3
140 VGT Vanguard Information… 0.3% $2.03B 3.03M +0.2% ▲ Add 3
141 PULS PGIM Ultra Short Bond ETF 0.1% $1.94B 39.02M 0.0% ▲ Add 3
142 IEF iShares 7-10 Year Treasury… 0.2% $1.92B 20.19M +1.6% ▲ Add 3
143 BBAX JPMorgan BetaBuilders… 0.3% $1.90B 32.83M +2.0% ▲ Add 3
144 IEMG iShares Core MSCI Emerging… 0.2% $1.90B 28.23M -6.2% ▼ Trim 3
145 ECL Ecolab Inc. 0.2% $1.89B 7.20M +9.8% ▲ Add 3
146 BND Vanguard Total Bond Market… 0.7% $1.88B 25.60M +2.3% ▲ Add 3
147 ABT Abbott Laboratories 0.2% $1.87B 18.40M +20.6% ▲ Add 3
148 VGT Vanguard Information… 0.3% $1.86B 2.79M +0.2% ▲ Add 3
149 COF Capital One Financial… 0.2% $1.85B 10.39M +2.7% ▲ Add 3
150 IVV iShares Core S&P 500 ETF 1.0% $1.83B 2.89M +112.4% ▲ Add 3
151 MCK McKesson Corporation 0.2% $1.81B 2.11M +26.2% ▲ Add 3
152 WMT Walmart Inc. 1.0% $1.79B 14.51M +6.1% ▲ Add 3
153 GOOGL Alphabet Inc. 1.3% $1.78B 6.49M +9.7% ▲ Add 3
154 PGR The Progressive Corporation 0.2% $1.77B 8.79M -21.8% ▼ Trim 3
155 XEL Xcel Energy Inc. 0.2% $1.77B 22.36M +16.8% ▲ Add 3
156 TSLA Tesla, Inc. 1.1% $1.76B 4.95M +3.3% ▲ Add 3
157 ROST Ross Stores, Inc. 0.1% $1.75B 8.39M +1.5% ▲ Add 3
158 XLF State Street Financial… 0.5% $1.74B 36.03M +50.4% ▲ Add 3
159 AAPL Apple Inc. 3.9% $1.72B 6.99M +2.8% ▲ Add 3
160 BABA Alibaba Group Holding… 0.2% $1.72B 14.11M -5.3% ▼ Trim 3
161 AMGN Amgen Inc. 0.2% $1.72B 4.92M +217.3% ▲ Add 3
162 IEI iShares 3-7 Year Treasury… 0.2% $1.69B 14.25M +6.3% ▲ Add 3
163 C Citigroup Inc. 0.2% $1.69B 15.72M +18.4% ▲ Add 3
164 MA Mastercard Incorporated 1.1% $1.66B 3.36M +4.6% ▲ Add 3
165 BBMC JPMorgan BetaBuilders U.S.… 0.1% $1.63B 15.52M +3.5% ▲ Add 3
166 SPY State Street SPDR S&P 500… 2.0% $1.62B 2.57M +2.8% ▲ Add 3
167 JMTG JPMorgan Mortgage-Backed… 0.2% $1.61B 31.62M +20.4% ▲ Add 3
168 VGSH Vanguard Short-Term… 0.2% $1.60B 27.31M +17.1% ▲ Add 3
169 ALNY Alnylam Pharmaceuticals… 0.1% $1.58B 5.01M +34.0% ▲ Add 3
170 SPY State Street SPDR S&P 500… 2.0% $1.58B 2.50M +2.8% ▲ Add 3
171 GOOGL Alphabet Inc. 1.3% $1.57B 5.76M +9.7% ▲ Add 3
172 TJX The TJX Companies, Inc. 0.2% $1.55B 9.92M +1.8% ▲ Add 3
173 PLTR Palantir Technologies Inc. 0.2% $1.54B 11.20M -39.4% ▼ Trim 3
174 MNST Monster Beverage Corporation 0.1% $1.54B 21.54M +414.3% ▲ Add 3
175 BURL Burlington Stores, Inc. 0.1% $1.53B 4.90M -4.9% ▼ Trim 3
176 XONA.DE Exxon Mobil Corporation 1.0% $1.53B 8.91M +21.6% ▲ Add 3
177 NVDA NVIDIA Corporation 5.0% $1.51B 9.17M -1.8% ▼ Trim 3
178 IWF iShares Russell 1000 Growth… 0.2% $1.49B 3.63M -11.1% ▼ Trim 3
179 SPY State Street SPDR S&P 500… 2.0% $1.48B 2.34M +2.8% ▲ Add 3
180 PLD Prologis, Inc. 0.2% $1.48B 11.50M +4.0% ▲ Add 3
181 AMT American Tower Corporation 0.2% $1.47B 8.60M +5.0% ▲ Add 3
182 LIN Linde plc 0.2% $1.46B 2.93M -29.5% ▼ Trim 3
183 VGIT Vanguard Intermediate-Term… 0.3% $1.46B 24.51M +11.0% ▲ Add 3
184 DHR Danaher Corporation 0.2% $1.44B 7.82M -21.6% ▼ Trim 3
185 AZN AstraZeneca PLC 0.2% $1.43B 7.38M +892.3% ▲ Add 3
186 AVGO Broadcom Inc. 1.8% $1.43B 4.87M -2.1% ▼ Trim 3
187 XLF State Street Financial… 0.5% $1.41B 29.21M +50.4% ▲ Add 3
188 EMR Emerson Electric Co. 0.1% $1.41B 11.45M -22.8% ▼ Trim 3
189 META Meta Platforms, Inc. 1.8% $1.40B 2.62M +14.4% ▲ Add 3
190 XONA.DE Exxon Mobil Corporation 1.0% $1.40B 8.15M +21.6% ▲ Add 3
191 MSFT Microsoft Corporation 3.1% $1.40B 3.89M -14.0% ▼ Trim 3
192 URI United Rentals, Inc. 0.1% $1.38B 1.94M +156.0% ▲ Add 3
193 JNJ Johnson & Johnson 1.0% $1.37B 5.65M +7.8% ▲ Add 3
194 ET Energy Transfer LP 0.1% $1.36B 69.61M +96.7% ▲ Add 3
195 FIS Fidelity National… 0.1% $1.36B 28.70M -23.1% ▼ Trim 3
196 CARR Carrier Global Corporation 0.1% $1.35B 24.85M -7.3% ▼ Trim 3
197 GOOGL Alphabet Inc. 1.3% $1.35B 4.94M +9.7% ▲ Add 3
198 HD The Home Depot, Inc. 0.2% $1.34B 4.13M +36.2% ▲ Add 3
199 AON Aon plc 0.1% $1.33B 4.09M +76.7% ▲ Add 3
200 VTEB Vanguard Tax-Exempt Bond ETF 0.2% $1.32B 26.59M -57.2% ▼ Trim 3
201 EWJ iShares MSCI Japan ETF 0.1% $1.32B 16.16M -1.7% ▼ Trim 3
202 VGK Vanguard FTSE Europe ETF 0.2% $1.31B 16.46M +0.8% ▲ Add 3
203 SRE Sempra 0.1% $1.31B 13.57M +47.6% ▲ Add 3
204 STX Seagate Technology Holdings… 0.2% $1.30B 3.58M -4.8% ▼ Trim 3
205 WMT Walmart Inc. 1.0% $1.30B 10.51M +6.1% ▲ Add 3
206 VOO Vanguard S&P 500 ETF 1.1% $1.29B 2.22M +133.2% ▲ Add 3
207 GD General Dynamics Corporation 0.1% $1.27B 3.73M +1.5% ▲ Add 3
208 ISRG Intuitive Surgical, Inc. 0.1% $1.25B 2.77M +12.6% ▲ Add 3
209 ASML ASML Holding N.V. 0.2% $1.25B 997.60K +29.7% ▲ Add 3
210 LLY Eli Lilly and Company 0.8% $1.25B 1.41M +5.4% ▲ Add 3
211 VUSB Vanguard Ultra-Short Bond… 0.1% $1.25B 25.06M +0.4% ▲ Add 3
212 EQIX Equinix, Inc. 0.1% $1.24B 1.29M -10.6% ▼ Trim 3
213 IVV iShares Core S&P 500 ETF 1.0% $1.24B 1.96M +112.4% ▲ Add 3
214 ACN Accenture plc 0.1% $1.24B 6.28M +63.0% ▲ Add 3
215 COR Cencora, Inc. 0.1% $1.24B 3.99M -1.9% ▼ Trim 3
216 DYNF iShares U.S. Equity Factor… 0.1% $1.23B 21.73M -5.7% ▼ Trim 3
217 VGSH Vanguard Short-Term… 0.2% $1.22B 20.86M +17.1% ▲ Add 3
218 MA Mastercard Incorporated 1.1% $1.22B 2.47M +4.6% ▲ Add 3
219 AZN AstraZeneca PLC 0.2% $1.22B 6.27M +892.3% ▲ Add 3
220 CMG Chipotle Mexican Grill, Inc. 0.1% $1.21B 38.78M -6.1% ▼ Trim 3
221 IEF iShares 7-10 Year Treasury… 0.2% $1.21B 12.68M +1.6% ▲ Add 3
222 BNY Bank of New York Mellon Corp 0.1% $1.21B 10.48M +4.9% ▲ Add 3
223 BSX Boston Scientific… 0.1% $1.20B 19.07M +31.4% ▲ Add 3
224 CDNS Cadence Design Systems, Inc. 0.1% $1.19B 4.41M +31.5% ▲ Add 3
225 VMC Vulcan Materials Company 0.1% $1.18B 4.43M -18.6% ▼ Trim 3
226 MCD McDonald's Corporation 0.8% $1.18B 3.83M +18.5% ▲ Add 3
227 SHOP Shopify Inc. 0.1% $1.18B 10.56M -47.8% ▼ Trim 3
228 EW Edwards Lifesciences… 0.1% $1.17B 14.74M -16.4% ▼ Trim 3
229 PM Philip Morris International… 0.6% $1.16B 7.02M +23.7% ▲ Add 3
230 ABBV AbbVie Inc. 0.8% $1.16B 5.42M +8.3% ▲ Add 3
231 JNJ Johnson & Johnson 1.0% $1.16B 4.76M +7.8% ▲ Add 3
232 JNJ Johnson & Johnson 1.0% $1.15B 4.76M +7.8% ▲ Add 3
233 XONA.DE Exxon Mobil Corporation 1.0% $1.14B 6.65M +21.6% ▲ Add 3
234 TTWO Take-Two Interactive… 0.1% $1.14B 5.88M -1.0% ▼ Trim 3
235 TXN Texas Instruments… 0.5% $1.12B 6.02M +35.5% ▲ Add 3
236 APD Air Products and Chemicals… 0.1% $1.12B 3.84M -3.0% ▼ Trim 3
237 DASH DoorDash, Inc. 0.1% $1.12B 7.55M -22.9% ▼ Trim 3
238 WELL Welltower Inc. 0.1% $1.12B 5.72M +2.7% ▲ Add 3
239 BX Blackstone Inc. 0.1% $1.12B 10.00M -20.2% ▼ Trim 3
240 LLY Eli Lilly and Company 0.8% $1.12B 1.26M +5.4% ▲ Add 3
241 CB Chubb Limited 0.1% $1.11B 3.41M -9.6% ▼ Trim 3
242 QQQ Invesco QQQ Trust, Series 1 0.2% $1.10B 1.98M +12.4% ▲ Add 3
243 SPY State Street SPDR S&P 500… 2.0% $1.08B 1.71M +2.8% ▲ Add 3
244 ICE Intercontinental Exchange… 0.1% $1.08B 6.87M +56.0% ▲ Add 3
245 EFA iShares MSCI EAFE ETF 0.1% $1.08B 11.44M -1.0% ▼ Trim 3
246 D Dominion Energy, Inc. 0.1% $1.08B 17.41M -17.1% ▼ Trim 3
247 CPAY Corpay, Inc. 0.1% $1.06B 3.66M +1.8% ▲ Add 3
248 CTSH Cognizant Technology… 0.1% $1.06B 17.40M +16.7% ▲ Add 3
249 PANW Palo Alto Networks, Inc. 0.1% $1.05B 6.81M +17.1% ▲ Add 3
250 GLW Corning Inc 0.1% $1.04B 8.08M +0.9% ▲ Add 3
251 MA Mastercard Incorporated 1.1% $1.04B 2.10M +4.6% ▲ Add 3
252 CSCO Cisco Systems, Inc. 0.2% $1.03B 13.41M +18.0% ▲ Add 3
253 SNOW Snowflake Inc. 0.1% $1.03B 6.68M +9.1% ▲ Add 3
254 LITE Lumentum Holdings Inc. 0.1% $1.03B 1.57M +49.6% ▲ Add 3
255 MS Morgan Stanley 0.5% $1.02B 6.47M +22.0% ▲ Add 3
256 CI Cigna Corporation 0.1% $1.02B 3.96M +3.0% ▲ Add 3
257 AMZN Amazon.com, Inc. 2.3% $1.02B 5.08M +5.6% ▲ Add 3
258 VOO Vanguard S&P 500 ETF 1.1% $1.01B 1.74M +133.2% ▲ Add 3
259 MSFT Microsoft Corporation 3.1% $1.01B 2.81M -14.0% ▼ Trim 3
260 TMO Thermo Fisher Scientific… 0.2% $1.01B 2.10M +2.8% ▲ Add 3
261 TSM Taiwan Semiconductor… 0.5% $1.01B 3.18M -4.8% ▼ Trim 3
262 CMCSA Comcast Corporation 0.1% $1.01B 34.84M -0.2% ▼ Trim 3
263 XLV State Street Health Care… 0.2% $1.01B 7.00M -5.8% ▼ Trim 3
264 GOOGL Alphabet Inc. 1.3% $1.00B 3.67M +9.7% ▲ Add 3
265 ABBV AbbVie Inc. 0.8% $1.00B 4.70M +8.3% ▲ Add 3
266 TTE TotalEnergies SE 0.2% $1.00B 10.92M +13.0% ▲ Add 3
267 IWD iShares Russell 1000 Value… 0.1% $995.15M 4.75M -6.6% ▼ Trim 3
268 GOVT iShares U.S. Treasury Bond… 0.3% $991.57M 43.32M +9.6% ▲ Add 3
269 ABBV AbbVie Inc. 0.8% $978.05M 4.59M +8.3% ▲ Add 3
270 XLV State Street Health Care… 0.2% $973.73M 6.77M -5.8% ▼ Trim 3
271 NEE NextEra Energy, Inc. 0.7% $966.88M 10.50M +10.0% ▲ Add 3
272 ETN Eaton Corporation plc 0.5% $963.60M 2.80M +6.2% ▲ Add 3
273 GOOG Alphabet Inc. 2.2% $963.36M 3.53M +19.1% ▲ Add 3
274 CMS CMS Energy Corporation 0.1% $961.97M 12.46M -5.2% ▼ Trim 3
275 FITB Fifth Third Bancorp 0.1% $958.78M 21.46M +6.0% ▲ Add 3
276 HPE Hewlett Packard Enterprise… 0.1% $957.72M 42.36M +6.3% ▲ Add 3
277 WFC Wells Fargo & Company 0.7% $950.44M 12.38M -1.3% ▼ Trim 3
278 TXN Texas Instruments… 0.5% $945.47M 5.07M +35.5% ▲ Add 3
279 NFLX Netflix, Inc. 0.4% $941.55M 10.13M -0.9% ▼ Trim 3
280 ESGU iShares ESG Aware MSCI USA… 0.1% $939.96M 6.84M -2.7% ▼ Trim 3
281 NOC Northrop Grumman Corporation 0.1% $936.51M 1.39M -17.9% ▼ Trim 3
282 XLI State Street Industrial… 0.1% $932.54M 5.95M +3.7% ▲ Add 3
283 CVS CVS Health Corp. 0.1% $922.99M 13.16M -5.4% ▼ Trim 3
284 RY Royal Bank of Canada 0.1% $919.72M 5.83M +8.2% ▲ Add 3
285 SPSB State Street SPDR Portfolio… 0.1% $918.69M 30.60M +8649.9% ▲ Add 3
286 FIX Comfort Systems USA, Inc. 0.1% $916.85M 720.13K +25.9% ▲ Add 3
287 TSM Taiwan Semiconductor… 0.5% $913.23M 2.89M -4.8% ▼ Trim 3
288 LLY Eli Lilly and Company 0.8% $901.11M 1.02M +5.4% ▲ Add 3
289 VCIT Vanguard Intermediate-Term… 0.3% $892.87M 10.85M +3.3% ▲ Add 3
290 GOOG Alphabet Inc. 2.2% $887.84M 3.25M +19.1% ▲ Add 3
291 TSLA Tesla, Inc. 1.1% $873.56M 2.46M +3.3% ▲ Add 3
292 NEE NextEra Energy, Inc. 0.7% $873.53M 9.49M +10.0% ▲ Add 3
293 MS Morgan Stanley 0.5% $871.24M 5.50M +22.0% ▲ Add 3
294 META Meta Platforms, Inc. 1.8% $855.33M 1.59M +14.4% ▲ Add 3
295 GOOGL Alphabet Inc. 1.3% $855.15M 3.13M +9.7% ▲ Add 3
296 XLK State Street Technology… 0.1% $853.58M 6.69M +14.9% ▲ Add 3
297 TMO Thermo Fisher Scientific… 0.2% $842.27M 1.75M +2.8% ▲ Add 3
298 JPM JPMorgan Chase & Co. 0.1% $841.38M 2.97M +2.7% ▲ Add 3
299 IVW iShares S&P 500 Growth ETF 0.3% $840.32M 7.73M -0.6% ▼ Trim 3
300 WFC Wells Fargo & Company 0.7% $839.16M 10.93M -1.3% ▼ Trim 3
301 XONA.DE Exxon Mobil Corporation 1.0% $833.58M 4.86M +21.6% ▲ Add 3
302 JEPQ JPMorgan Nasdaq Equity… 0.1% $832.09M 15.47M -4.4% ▼ Trim 3
303 MCD McDonald's Corporation 0.8% $829.76M 2.69M +18.5% ▲ Add 3
304 CRWD CrowdStrike Holdings, Inc. 0.1% $822.44M 2.16M -35.9% ▼ Trim 3
305 NVDA NVIDIA Corporation 5.0% $820.72M 4.97M -1.8% ▼ Trim 3
306 NEE NextEra Energy, Inc. 0.7% $813.44M 8.84M +10.0% ▲ Add 3
307 TWLO Twilio Inc. 0.1% $811.15M 6.70M +2.4% ▲ Add 3
308 NVDA NVIDIA Corporation 5.0% $810.02M 4.90M -1.8% ▼ Trim 3
309 LRCX Lam Research Corporation 0.4% $808.86M 4.05M +39.1% ▲ Add 3
310 IWF iShares Russell 1000 Growth… 0.2% $807.07M 1.96M -11.1% ▼ Trim 3
311 FANG Diamondback Energy, Inc. 0.1% $806.60M 4.06M +27.0% ▲ Add 3
312 JAVA JPMorgan Active Value ETF 0.1% $803.33M 11.22M +5.8% ▲ Add 3
313 TRV The Travelers Companies… 0.1% $795.33M 2.73M -48.0% ▼ Trim 3
314 BRK-B Berkshire Hathaway Inc. 0.5% $794.06M 1.67M +27.0% ▲ Add 3
315 APP AppLovin Corporation 0.1% $788.09M 2.12M -41.8% ▼ Trim 3
316 VZ Verizon Communications Inc. 0.1% $786.43M 15.63M +7.4% ▲ Add 3
317 JGRO JPMorgan Active Growth ETF 0.1% $782.75M 9.60M +1.4% ▲ Add 3
318 IVE iShares S&P 500 Value ETF 0.2% $781.87M 3.77M -8.3% ▼ Trim 3
319 MELI MercadoLibre, Inc. 0.1% $780.49M 482.02K -34.0% ▼ Trim 3
320 IR Ingersoll Rand Inc. 0.1% $779.86M 10.14M +23.9% ▲ Add 3
321 CP Canadian Pacific Kansas… 0.1% $777.15M 10.03M +66.0% ▲ Add 3
322 DHR Danaher Corporation 0.2% $776.19M 4.22M -21.6% ▼ Trim 3
323 VST Vistra Corp. 0.1% $773.36M 5.24M -30.3% ▼ Trim 3
324 AMAT Applied Materials, Inc. 0.1% $772.49M 2.39M +41.8% ▲ Add 3
325 MCD McDonald's Corporation 0.8% $771.91M 2.50M +18.5% ▲ Add 3
326 L Loews Corporation 0.1% $771.79M 7.29M -1.8% ▼ Trim 3
327 LNG Cheniere Energy, Inc. 0.1% $771.75M 2.63M +12.2% ▲ Add 3
328 AME AMETEK, Inc. 0.1% $765.43M 3.67M +13.3% ▲ Add 3
329 NET Cloudflare, Inc. 0.1% $762.07M 3.92M -56.6% ▼ Trim 3
330 GOOGL Alphabet Inc. 1.3% $760.21M 2.78M +9.7% ▲ Add 3
331 LOW Lowe's Companies, Inc. 0.6% $755.62M 3.25M +2.9% ▲ Add 3
332 VRT Vertiv Holdings Co 0.1% $753.19M 3.22M +51.2% ▲ Add 3
333 WMB The Williams Companies, Inc. 0.1% $751.22M 10.37M -3.8% ▼ Trim 3
334 IUSB iShares Core Universal USD… 0.1% $744.84M 16.16M +0.3% ▲ Add 3
335 EQT EQT Corporation 0.1% $744.63M 11.56M +8.2% ▲ Add 3
336 DIS The Walt Disney Company 0.5% $740.15M 7.85M +0.4% ▲ Add 3
337 YUMC Yum China Holdings, Inc. 0.1% $737.40M 15.25M 0.0% ▼ Trim 3
338 IEFA iShares Core MSCI EAFE ETF 0.1% $737.32M 8.41M +4.3% ▲ Add 3
339 LRCX Lam Research Corporation 0.4% $733.55M 3.67M +39.1% ▲ Add 3
340 SPG Simon Property Group, Inc. 0.1% $729.24M 4.00M -10.2% ▼ Trim 3
341 GS The Goldman Sachs Group… 0.4% $726.77M 899.92K -8.4% ▼ Trim 3
342 RTX RTX Corporation 0.5% $723.99M 3.87M +28.8% ▲ Add 3
343 CVS CVS Health Corp. 0.1% $723.28M 10.31M -5.4% ▼ Trim 3
344 IQV IQVIA Holdings Inc. 0.1% $718.12M 4.32M +42.3% ▲ Add 3
345 CLS Celestica Inc. 0.1% $715.61M 2.78M +10.8% ▲ Add 3
346 TDG TransDigm Group Incorporated 0.1% $715.60M 631.66K -9.6% ▼ Trim 3
347 AMZN Amazon.com, Inc. 2.3% $714.02M 3.55M +5.6% ▲ Add 3
348 TTE TotalEnergies SE 0.2% $710.58M 7.76M +13.0% ▲ Add 3
349 CSX CSX Corporation 0.1% $709.71M 17.85M +40.2% ▲ Add 3
350 ADSK Autodesk, Inc. 0.1% $704.39M 2.99M +205.4% ▲ Add 3
351 RCL Royal Caribbean Cruises Ltd. 0.1% $702.67M 2.69M +16.4% ▲ Add 3
352 ITT ITT Inc. 0.1% $701.81M 3.88M -4.6% ▼ Trim 3
353 FDX FedEx Corporation 0.1% $701.54M 2.05M -1.0% ▼ Trim 3
354 BAC Bank of America Corporation 0.4% $701.51M 14.85M -18.1% ▼ Trim 3
355 JEMA JPMorgan ActiveBuilders… 0.1% $697.76M 13.92M -4.8% ▼ Trim 3
356 ETN Eaton Corporation plc 0.5% $695.75M 2.03M +6.2% ▲ Add 3
357 BINC iShares Flexible Income… 0.0% $693.68M 13.40M +11.7% ▲ Add 3
358 NVDA NVIDIA Corporation 5.0% $692.43M 4.19M -1.8% ▼ Trim 3
359 TSLA Tesla, Inc. 1.1% $692.31M 1.95M +3.3% ▲ Add 3
360 WMT Walmart Inc. 1.0% $692.26M 5.61M +6.1% ▲ Add 3
361 BBEM JPMorgan BetaBuilders… 0.0% $691.58M 10.89M -2.5% ▼ Trim 3
362 GEV GE Vernova Inc. 0.4% $691.56M 846.10K +6.4% ▲ Add 3
363 INTC Intel Corp. 0.1% $689.81M 16.75M +22.9% ▲ Add 3
364 CHD Church & Dwight Co., Inc. 0.1% $688.13M 7.33M +37.6% ▲ Add 3
365 PSA Public Storage 0.1% $685.76M 2.59M +12.8% ▲ Add 3
366 TTE TotalEnergies SE 0.2% $681.48M 7.44M +13.0% ▲ Add 3
367 CVX Chevron Corporation 0.3% $677.31M 3.21M +7.2% ▲ Add 3
368 KDP Keurig Dr Pepper Inc. 0.1% $674.40M 25.50M -24.9% ▼ Trim 3
369 BRK-B Berkshire Hathaway Inc. 0.5% $672.98M 1.42M +27.0% ▲ Add 3
370 JMEE JPMorgan Small & Mid Cap… 0.0% $672.11M 10.34M 0.0% ▲ Add 3
371 PM Philip Morris International… 0.6% $672.06M 4.08M +23.7% ▲ Add 3
372 AAPL Apple Inc. 3.9% $669.02M 2.71M +2.8% ▲ Add 3
373 GOOG Alphabet Inc. 2.2% $666.49M 2.44M +19.1% ▲ Add 3
374 AVGO Broadcom Inc. 1.8% $662.66M 2.26M -2.1% ▼ Trim 3
375 WFC Wells Fargo & Company 0.7% $662.55M 8.63M -1.3% ▼ Trim 3
376 LOW Lowe's Companies, Inc. 0.6% $660.64M 2.84M +2.9% ▲ Add 3
377 IWM iShares Russell 2000 ETF 0.1% $659.01M 2.75M +50.4% ▲ Add 3
378 SCHW The Charles Schwab… 0.5% $658.87M 7.08M +9.9% ▲ Add 3
379 VMBS Vanguard Mortgage-Backed… 0.1% $658.59M 14.06M +1.1% ▲ Add 3
380 ON ON Semiconductor Corporation 0.1% $653.53M 11.74M +107.8% ▲ Add 3
381 AAPL Apple Inc. 3.9% $650.75M 2.64M +2.8% ▲ Add 3
382 REG Regency Centers Corporation 0.1% $649.79M 8.68M +0.9% ▲ Add 3
383 DGX Quest Diagnostics… 0.1% $645.93M 3.28M -7.2% ▼ Trim 3
384 VOO Vanguard S&P 500 ETF 1.1% $645.07M 1.11M +133.2% ▲ Add 3
385 IEMG iShares Core MSCI Emerging… 0.2% $644.76M 9.58M -6.2% ▼ Trim 3
386 XLY State Street Consumer… 0.1% $644.45M 6.10M -2.5% ▼ Trim 3
387 XLE State Street Energy Select… 0.1% $643.05M 10.38M +24.1% ▲ Add 3
388 BKNG Booking Holdings Inc. 0.3% $642.94M 156.15K -4.4% ▼ Trim 3
389 GOOG Alphabet Inc. 2.2% $639.47M 2.34M +19.1% ▲ Add 3
390 QQQ Invesco QQQ Trust, Series 1 0.2% $636.56M 1.14M +12.4% ▲ Add 3
391 WFC Wells Fargo & Company 0.7% $634.93M 8.27M -1.3% ▼ Trim 3
392 VOOG Vanguard S&P 500 Growth ETF 0.1% $631.04M 1.61M -0.1% ▼ Trim 3
393 AXP American Express Company 0.4% $630.67M 2.12M -3.0% ▼ Trim 3
394 MTB M&T Bank Corporation 0.1% $630.05M 3.13M -17.1% ▼ Trim 3
395 BAI iShares A.I. Innovation and… 0.0% $629.87M 20.21M +25.5% ▲ Add 3
396 TER Teradyne, Inc. 0.1% $626.11M 2.27M -18.1% ▼ Trim 3
397 CAT Caterpillar Inc. 0.1% $624.12M 935.12K +13.1% ▲ Add 3
398 TT Trane Technologies plc 0.5% $619.63M 1.53M +1.8% ▲ Add 3
399 XLY State Street Consumer… 0.1% $619.14M 5.86M -2.5% ▼ Trim 3
400 OMC Omnicom Group Inc. 0.1% $619.00M 8.22M +13.9% ▲ Add 3
401 VTI Vanguard Morningstar Total… 0.1% $618.16M 1.98M -3.3% ▼ Trim 3
402 LIN Linde plc 0.2% $618.09M 1.24M -29.5% ▼ Trim 3
403 AGG iShares Core U.S. Aggregate… 0.1% $617.78M 6.24M +9.3% ▲ Add 3
404 LLY Eli Lilly and Company 0.8% $616.72M 695.58K +5.4% ▲ Add 3
405 EFV iShares MSCI EAFE Value ETF 0.1% $616.58M 8.52M +0.8% ▲ Add 3
406 NVDA NVIDIA Corporation 5.0% $616.57M 3.73M -1.8% ▼ Trim 3
407 VEA Vanguard FTSE Developed… 0.1% $615.21M 9.92M +9.6% ▲ Add 3
408 WMT Walmart Inc. 1.0% $614.24M 4.97M +6.1% ▲ Add 3
409 INTU Intuit Inc. 0.4% $614.07M 1.43M +11.9% ▲ Add 3
410 PEP PepsiCo, Inc. 0.4% $612.74M 3.91M +17.6% ▲ Add 3
411 STT State Street Corporation 0.1% $612.49M 4.96M +1.5% ▲ Add 3
412 FCX Freeport-McMoRan Inc. 0.1% $611.04M 11.18M +142.9% ▲ Add 3
413 JPST JPMorgan Ultra-Short Income… 0.3% $603.44M 11.93M -5.8% ▼ Trim 3
414 MLM Martin Marietta Materials… 0.1% $600.58M 1.05M -16.6% ▼ Trim 3
415 XLC State Street Communication… 0.1% $598.12M 5.54M +9.5% ▲ Add 3
416 NBIX Neurocrine Biosciences, Inc. 0.0% $592.44M 4.60M +4.7% ▲ Add 3
417 IJH iShares Core S&P Mid-Cap ETF 0.1% $592.02M 9.03M +3.8% ▲ Add 3
418 VTI Vanguard Morningstar Total… 0.1% $591.51M 1.90M -3.3% ▼ Trim 3
419 HOOD Robinhood Markets, Inc. 0.1% $589.97M 9.05M -59.2% ▼ Trim 3
420 CVNA Carvana Co. 0.1% $587.93M 2.02M -58.6% ▼ Trim 3
421 O Realty Income Corporation 0.1% $585.45M 9.57M -11.4% ▼ Trim 3
422 META Meta Platforms, Inc. 1.8% $584.66M 1.09M +14.4% ▲ Add 3
423 PFGC Performance Food Group Co 0.0% $582.76M 6.92M +100.5% ▲ Add 3
424 MRK Merck & Co., Inc. 0.4% $580.58M 4.92M +81.4% ▲ Add 3
425 NKE NIKE, Inc. 0.1% $580.54M 11.33M -12.6% ▼ Trim 3
426 CAT Caterpillar Inc. 0.1% $580.47M 869.71K +13.1% ▲ Add 3
427 JMTG JPMorgan Mortgage-Backed… 0.2% $580.39M 11.41M +20.4% ▲ Add 3
428 TDY Teledyne Technologies… 0.1% $578.89M 991.13K +43.7% ▲ Add 3
429 HCA HCA Healthcare, Inc. 0.1% $577.26M 1.23M +4.4% ▲ Add 3
430 IVW iShares S&P 500 Growth ETF 0.3% $576.62M 5.30M -0.6% ▼ Trim 3
431 COF Capital One Financial… 0.2% $576.19M 3.23M +2.7% ▲ Add 3
432 MAR Marriott International, Inc. 0.1% $575.32M 1.80M -32.7% ▼ Trim 3
433 KMI Kinder Morgan, Inc. 0.1% $574.96M 17.09M +9.4% ▲ Add 3
434 META Meta Platforms, Inc. 1.8% $574.63M 1.07M +14.4% ▲ Add 3
435 SPYM State Street SPDR Portfolio… 0.3% $572.12M 7.69M +717.7% ▲ Add 3
436 BMY Bristol-Myers Squibb Company 0.4% $571.22M 9.56M +22.7% ▲ Add 3
437 MMM 3M Company 0.5% $571.12M 4.01M +1.9% ▲ Add 3
438 TD The Toronto-Dominion Bank 0.0% $570.95M 6.24M +9.0% ▲ Add 3
439 GS The Goldman Sachs Group… 0.4% $569.60M 705.30K -8.4% ▼ Trim 3
440 COST Costco Wholesale Corporation 0.3% $568.43M 570.38K +35.5% ▲ Add 3
441 APH Amphenol Corporation 0.4% $566.93M 4.76M +43.5% ▲ Add 3
442 TMO Thermo Fisher Scientific… 0.2% $565.55M 1.18M +2.8% ▲ Add 3
443 FBND Fidelity Total Bond ETF 0.0% $559.26M 12.30M +14.4% ▲ Add 3
444 VIG Vanguard Dividend… 0.0% $559.00M 2.65M -1.5% ▼ Trim 3
445 XLC State Street Communication… 0.1% $556.89M 5.16M +9.5% ▲ Add 3
446 AMP Ameriprise Financial, Inc. 0.0% $556.24M 1.27M -55.2% ▼ Trim 3
447 XLF State Street Financial… 0.5% $555.50M 11.49M +50.4% ▲ Add 3
448 RTX RTX Corporation 0.5% $553.01M 2.95M +28.8% ▲ Add 3
449 DIS The Walt Disney Company 0.5% $552.60M 5.86M +0.4% ▲ Add 3
450 RJF Raymond James Financial… 0.0% $552.01M 3.92M -15.9% ▼ Trim 3
451 CBRE CBRE Group, Inc. 0.0% $545.64M 4.10M +23.2% ▲ Add 3
452 ANET Arista Networks, Inc. 0.1% $545.28M 4.70M -9.4% ▼ Trim 3
453 DOC Healthpeak Properties, Inc. 0.1% $539.06M 32.57M +45.8% ▲ Add 3
454 SBAC SBA Communications… 0.0% $535.06M 3.15M -13.4% ▼ Trim 3
455 QUAL iShares MSCI USA Quality… 0.1% $535.01M 2.87M -6.0% ▼ Trim 3
456 AVGO Broadcom Inc. 1.8% $534.07M 1.82M -2.1% ▼ Trim 3
457 XONA.DE Exxon Mobil Corporation 1.0% $533.34M 3.11M +21.6% ▲ Add 3
458 XBI State Street SPDR S&P… 0.1% $532.19M 4.48M +90.8% ▲ Add 3
459 KO The Coca-Cola Company 0.4% $531.15M 6.96M +0.8% ▲ Add 3
460 GEV GE Vernova Inc. 0.4% $528.75M 646.90K +6.4% ▲ Add 3
461 DG Dollar General Corporation 0.0% $528.60M 4.49M +932.4% ▲ Add 3
462 IEUR iShares Core MSCI Europe ETF 0.0% $526.53M 7.73M +0.6% ▲ Add 3
463 DIS The Walt Disney Company 0.5% $525.99M 5.58M +0.4% ▲ Add 3
464 HON Honeywell International Inc. 0.1% $524.71M 2.35M -7.8% ▼ Trim 3
465 KO The Coca-Cola Company 0.4% $523.59M 6.86M +0.8% ▲ Add 3
466 VNQ Vanguard Real Estate ETF 0.0% $522.78M 5.99M -9.4% ▼ Trim 3
467 DE Deere & Company 0.4% $522.37M 940.36K -1.3% ▼ Trim 3
468 WMT Walmart Inc. 1.0% $521.77M 4.22M +6.1% ▲ Add 3
469 GILD Gilead Sciences, Inc. 0.3% $521.60M 3.83M +47.6% ▲ Add 3
470 XLE State Street Energy Select… 0.1% $520.68M 8.40M +24.1% ▲ Add 3
471 TT Trane Technologies plc 0.5% $520.44M 1.29M +1.8% ▲ Add 3
472 SPY State Street SPDR S&P 500… 2.0% $520.35M 823.37K +2.8% ▲ Add 3
473 GLD SPDR Gold Shares 0.1% $519.60M 1.25M +55.8% ▲ Add 3
474 SMH VanEck Semiconductor ETF 0.0% $519.50M 1.43M +64.2% ▲ Add 3
475 ESGD iShares ESG Aware MSCI EAFE… 0.0% $515.90M 5.57M -3.7% ▼ Trim 3
476 PEP PepsiCo, Inc. 0.4% $515.33M 3.29M +17.6% ▲ Add 3
477 JAVA JPMorgan Active Value ETF 0.1% $512.81M 7.30M +5.8% ▲ Add 3
478 UNH UnitedHealth Group… 0.3% $511.61M 1.95M +11.1% ▲ Add 3
479 PKG Packaging Corporation of… 0.0% $511.60M 2.45M +3.3% ▲ Add 3
480 IBM International Business… 0.3% $510.75M 2.15M +22.0% ▲ Add 3
481 UNH UnitedHealth Group… 0.3% $509.33M 1.95M +11.1% ▲ Add 3
482 TMUS T-Mobile US, Inc. 0.1% $508.82M 2.38M +47.6% ▲ Add 3
483 SCHW The Charles Schwab… 0.5% $508.22M 5.46M +9.9% ▲ Add 3
484 AVGO Broadcom Inc. 1.8% $507.29M 1.73M -2.1% ▼ Trim 3
485 RSG Republic Services, Inc. 0.1% $506.29M 2.28M +16.9% ▲ Add 3
486 MRK Merck & Co., Inc. 0.4% $506.09M 4.29M +81.4% ▲ Add 3
487 LDOS Leidos Holdings, Inc. 0.0% $505.86M 3.28M +34.9% ▲ Add 3
488 NVDA NVIDIA Corporation 5.0% $504.74M 3.06M -1.8% ▼ Trim 3
489 CSCO Cisco Systems, Inc. 0.2% $504.60M 6.55M +18.0% ▲ Add 3
490 MU Micron Technology, Inc. 0.3% $502.11M 1.56M +19.9% ▲ Add 3
491 XLI State Street Industrial… 0.1% $500.66M 3.20M +3.7% ▲ Add 3
492 BAC Bank of America Corporation 0.4% $499.50M 10.58M -18.1% ▼ Trim 3
493 AMD Advanced Micro Devices, Inc. 0.3% $499.21M 2.55M +16.0% ▲ Add 3
494 HON Honeywell International Inc. 0.1% $498.91M 2.23M -7.8% ▼ Trim 3
495 GE GE Aerospace 0.2% $498.19M 1.82M +14.7% ▲ Add 3
496 SYK Stryker Corporation 0.3% $497.71M 1.53M +28.4% ▲ Add 3
497 MPC Marathon Petroleum… 0.1% $496.21M 2.02M +7.4% ▲ Add 3
498 COP ConocoPhillips 0.3% $492.41M 3.71M +37.3% ▲ Add 3
499 TJX The TJX Companies, Inc. 0.2% $491.41M 3.15M +1.8% ▲ Add 3
500 BAC Bank of America Corporation 0.4% $491.33M 10.40M -18.1% ▼ 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.

Età della posizione
3100–1 trimestri
53432–4 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: Q1 2026 · ultimo filing Aug 12, 2026 · Metodologia di calcolo