Registro del gestor · trimestre archivado
Raymond James Financial Inc
St. Petersburg, FL · CIK 720005 · Declaraciones EDGAR ↗
$321.41BValor 13F declarado
13,038Posiciones
22.7%Ponderación del top 10
117.80Posiciones efectivas
—Rotación est.
+0Nuevo
−0Cierres
El valor de cartera 13F declarado cubre únicamente posiciones largas estadounidenses sujetas a reporte — no incluye efectivo, bonos, posiciones cortas ni activos no estadounidenses. No equivale a activos bajo gestión. Sin presentación anterior comparable — columnas de variación no disponibles este trimestre.
Exposición sectorial
Servicios financieros
49.1%
Tecnología
17.0%
Salud
6.8%
Industria
6.5%
Consumo cíclico
5.8%
Servicios de comunicación
4.4%
Consumo defensivo
3.3%
Energía
2.6%
Servicios públicos
1.8%
Materiales básicos
1.6%
Inmobiliario
1.1%
Participación sobre el valor declarado de renta variable ordinaria; (±pp) respecto al trimestre anterior.
El portafolio · Q4 2025
| # | Valor | Ponderación | Valor | Acciones | Δ acciones | Mantenida | |
|---|---|---|---|---|---|---|---|
| 1 | VOO Vanguard S&P 500 ETF | 5.7% | $16.02B | 25.54M | — | n/c | 1 |
| 2 | AGG iShares Core U.S. Aggregate… | 2.6% | $7.76B | 77.70M | — | n/c | 1 |
| 3 | MSFT Microsoft Corporation | 2.6% | $5.41B | 11.19M | — | n/c | 1 |
| 4 | AAPL Apple Inc. | 2.5% | $5.08B | 18.70M | — | n/c | 1 |
| 5 | NVDA NVIDIA Corporation | 2.0% | $4.08B | 21.86M | — | n/c | 1 |
| 6 | AVGO Broadcom Inc. | 1.7% | $3.77B | 10.90M | — | n/c | 1 |
| 7 | IEFA iShares Core MSCI EAFE ETF | 1.2% | $3.31B | 37.03M | — | n/c | 1 |
| 8 | AMZN Amazon.com, Inc. | 1.5% | $3.28B | 14.23M | — | n/c | 1 |
| 9 | JPM JPMorgan Chase & Co. | 1.4% | $2.90B | 9.01M | — | n/c | 1 |
| 10 | GOOGL Alphabet Inc. | 1.3% | $2.81B | 8.99M | — | n/c | 1 |
| 11 | AAPL Apple Inc. | 2.5% | $2.58B | 9.47M | — | n/c | 1 |
| 12 | VOO Vanguard S&P 500 ETF | 5.7% | $2.16B | 3.45M | — | n/c | 1 |
| 13 | MSFT Microsoft Corporation | 2.6% | $2.11B | 4.36M | — | n/c | 1 |
| 14 | SPY State Street SPDR S&P 500… | 1.1% | $2.00B | 2.93M | — | n/c | 1 |
| 15 | IVV iShares Core S&P 500 ETF | 0.9% | $1.91B | 2.78M | — | n/c | 1 |
| 16 | NVDA NVIDIA Corporation | 2.0% | $1.90B | 10.21M | — | n/c | 1 |
| 17 | IJH iShares Core S&P Mid-Cap ETF | 0.7% | $1.84B | 27.84M | — | n/c | 1 |
| 18 | WMT Walmart Inc. | 0.9% | $1.78B | 16.00M | — | n/c | 1 |
| 19 | META Meta Platforms, Inc. | 0.8% | $1.61B | 2.44M | — | n/c | 1 |
| 20 | QQQ Invesco QQQ Trust, Series 1 | 0.7% | $1.60B | 2.61M | — | n/c | 1 |
| 21 | GOOG Alphabet Inc. | 0.7% | $1.51B | 4.81M | — | n/c | 1 |
| 22 | JNJ Johnson & Johnson | 0.7% | $1.49B | 7.22M | — | n/c | 1 |
| 23 | ABBV AbbVie Inc. | 0.7% | $1.46B | 6.39M | — | n/c | 1 |
| 24 | SPY State Street SPDR S&P 500… | 1.1% | $1.42B | 2.08M | — | n/c | 1 |
| 25 | VO Vanguard Morningstar… | 0.6% | $1.35B | 4.66M | — | n/c | 1 |
| 26 | AVGO Broadcom Inc. | 1.7% | $1.35B | 3.90M | — | n/c | 1 |
| 27 | BRK-B Berkshire Hathaway Inc. | 0.7% | $1.34B | 2.67M | — | n/c | 1 |
| 28 | AMZN Amazon.com, Inc. | 1.5% | $1.31B | 5.68M | — | n/c | 1 |
| 29 | JPM JPMorgan Chase & Co. | 1.4% | $1.31B | 4.06M | — | n/c | 1 |
| 30 | HD The Home Depot, Inc. | 0.6% | $1.28B | 3.72M | — | n/c | 1 |
| 31 | IJR iShares Core S&P Small-Cap… | 0.5% | $1.27B | 10.53M | — | n/c | 1 |
| 32 | V Visa Inc. | 0.6% | $1.26B | 3.59M | — | n/c | 1 |
| 33 | IWF iShares Russell 1000 Growth… | 0.5% | $1.23B | 2.59M | — | n/c | 1 |
| 34 | GOOGL Alphabet Inc. | 1.3% | $1.17B | 3.75M | — | n/c | 1 |
| 35 | LLY Eli Lilly and Company | 0.5% | $1.11B | 1.03M | — | n/c | 1 |
| 36 | IEMG iShares Core MSCI Emerging… | 0.4% | $1.11B | 16.51M | — | n/c | 1 |
| 37 | ETN Eaton Corporation plc | 0.5% | $1.10B | 3.44M | — | n/c | 1 |
| 38 | VTV Vanguard Morningstar Value… | 0.5% | $1.03B | 5.41M | — | n/c | 1 |
| 39 | IVV iShares Core S&P 500 ETF | 0.9% | $1.01B | 1.47M | — | n/c | 1 |
| 40 | USMV iShares MSCI USA Min Vol… | 0.4% | $1.01B | 10.72M | — | n/c | 1 |
| 41 | VTEB Vanguard Tax-Exempt Bond ETF | 0.4% | $980.99M | 19.51M | — | n/c | 1 |
| 42 | MSI Motorola Solutions, Inc. | 0.4% | $915.87M | 2.39M | — | n/c | 1 |
| 43 | XLK State Street Technology… | 0.4% | $895.12M | 6.22M | — | n/c | 1 |
| 44 | CME CME Group Inc. | 0.4% | $882.17M | 3.23M | — | n/c | 1 |
| 45 | CB Chubb Limited | 0.4% | $866.96M | 2.78M | — | n/c | 1 |
| 46 | WMT Walmart Inc. | 0.9% | $864.65M | 7.76M | — | n/c | 1 |
| 47 | ADI Analog Devices, Inc. | 0.4% | $858.07M | 3.16M | — | n/c | 1 |
| 48 | IWD iShares Russell 1000 Value… | 0.4% | $847.13M | 4.03M | — | n/c | 1 |
| 49 | VUG Vanguard Morningstar Growth… | 0.5% | $834.79M | 1.71M | — | n/c | 1 |
| 50 | VZ Verizon Communications Inc. | 0.4% | $825.19M | 20.26M | — | n/c | 1 |
| 51 | VIG Vanguard Dividend… | 0.4% | $819.39M | 3.73M | — | n/c | 1 |
| 52 | COST Costco Wholesale Corporation | 0.4% | $788.65M | 914.54K | — | n/c | 1 |
| 53 | BRK-B Berkshire Hathaway Inc. | 0.7% | $783.95M | 1.56M | — | n/c | 1 |
| 54 | XONA.DE Exxon Mobil Corporation | 0.3% | $780.29M | 6.48M | — | n/c | 1 |
| 55 | QQQ Invesco QQQ Trust, Series 1 | 0.7% | $777.64M | 1.27M | — | n/c | 1 |
| 56 | VUG Vanguard Morningstar Growth… | 0.5% | $768.25M | 1.57M | — | n/c | 1 |
| 57 | XLF State Street Financial… | 0.3% | $712.48M | 13.01M | — | n/c | 1 |
| 58 | TSLA Tesla, Inc. | 0.3% | $696.04M | 1.55M | — | n/c | 1 |
| 59 | VO Vanguard Morningstar… | 0.6% | $686.37M | 2.36M | — | n/c | 1 |
| 60 | MDT Medtronic plc | 0.3% | $671.51M | 6.99M | — | n/c | 1 |
| 61 | WFC Wells Fargo & Company | 0.3% | $665.83M | 7.14M | — | n/c | 1 |
| 62 | NEE NextEra Energy, Inc. | 0.3% | $661.55M | 8.24M | — | n/c | 1 |
| 63 | MTUM iShares MSCI USA Momentum… | 0.3% | $655.77M | 2.62M | — | n/c | 1 |
| 64 | META Meta Platforms, Inc. | 0.8% | $645.75M | 978.27K | — | n/c | 1 |
| 65 | VTI Vanguard Morningstar Total… | 0.3% | $645.22M | 1.92M | — | n/c | 1 |
| 66 | CRM Salesforce, Inc. | 0.3% | $642.72M | 2.43M | — | n/c | 1 |
| 67 | CVX Chevron Corporation | 0.3% | $632.31M | 4.15M | — | n/c | 1 |
| 68 | UNP Union Pacific Corporation | 0.3% | $632.10M | 2.73M | — | n/c | 1 |
| 69 | MA Mastercard Incorporated | 0.3% | $627.36M | 1.10M | — | n/c | 1 |
| 70 | VTV Vanguard Morningstar Value… | 0.5% | $626.63M | 3.28M | — | n/c | 1 |
| 71 | AGG iShares Core U.S. Aggregate… | 2.6% | $620.31M | 6.21M | — | n/c | 1 |
| 72 | UNH UnitedHealth Group… | 0.3% | $619.19M | 1.88M | — | n/c | 1 |
| 73 | USHY iShares Broad USD High… | 0.2% | $617.85M | 16.52M | — | n/c | 1 |
| 74 | GOOG Alphabet Inc. | 0.7% | $614.18M | 1.96M | — | n/c | 1 |
| 75 | PM Philip Morris International… | 0.2% | $613.59M | 3.83M | — | n/c | 1 |
| 76 | RTX RTX Corporation | 0.3% | $612.70M | 3.34M | — | n/c | 1 |
| 77 | VYM Vanguard High Dividend… | 0.3% | $605.04M | 4.22M | — | n/c | 1 |
| 78 | ORCL Oracle Corporation | 0.3% | $604.81M | 3.10M | — | n/c | 1 |
| 79 | MPC Marathon Petroleum… | 0.3% | $602.78M | 3.71M | — | n/c | 1 |
| 80 | CGDV Capital Group Dividend… | 0.3% | $598.78M | 13.72M | — | n/c | 1 |
| 81 | JCI Johnson Controls… | 0.3% | $587.78M | 4.91M | — | n/c | 1 |
| 82 | V Visa Inc. | 0.6% | $582.67M | 1.66M | — | n/c | 1 |
| 83 | DGRO iShares Core Dividend… | 0.2% | $570.88M | 8.22M | — | n/c | 1 |
| 84 | VEA Vanguard FTSE Developed… | 0.3% | $568.89M | 9.11M | — | n/c | 1 |
| 85 | TSM Taiwan Semiconductor… | 0.3% | $567.72M | 1.87M | — | n/c | 1 |
| 86 | NFLX Netflix, Inc. | 0.2% | $566.21M | 6.04M | — | n/c | 1 |
| 87 | QQQM Invesco NASDAQ 100 ETF | 0.2% | $553.35M | 2.19M | — | n/c | 1 |
| 88 | XLV State Street Health Care… | 0.2% | $546.26M | 3.53M | — | n/c | 1 |
| 89 | HD The Home Depot, Inc. | 0.6% | $541.83M | 1.57M | — | n/c | 1 |
| 90 | XLC State Street Communication… | 0.2% | $541.78M | 4.60M | — | n/c | 1 |
| 91 | RDVY First Trust Rising Dividend… | 0.2% | $540.58M | 7.78M | — | n/c | 1 |
| 92 | PG The Procter & Gamble Company | 0.3% | $512.83M | 3.58M | — | n/c | 1 |
| 93 | APD Air Products and Chemicals… | 0.2% | $508.80M | 2.06M | — | n/c | 1 |
| 94 | JNJ Johnson & Johnson | 0.7% | $508.43M | 2.46M | — | n/c | 1 |
| 95 | O Realty Income Corporation | 0.2% | $502.21M | 8.91M | — | n/c | 1 |
| 96 | BAC Bank of America Corporation | 0.2% | $497.15M | 9.04M | — | n/c | 1 |
| 97 | KO The Coca-Cola Company | 0.3% | $496.84M | 7.11M | — | n/c | 1 |
| 98 | TJX The TJX Companies, Inc. | 0.3% | $494.85M | 3.22M | — | n/c | 1 |
| 99 | GLD SPDR Gold Shares | 0.3% | $493.34M | 1.24M | — | n/c | 1 |
| 100 | VYM Vanguard High Dividend… | 0.3% | $489.73M | 3.41M | — | n/c | 1 |
| 101 | IEFA iShares Core MSCI EAFE ETF | 1.2% | $488.34M | 5.46M | — | n/c | 1 |
| 102 | CMI Cummins Inc. | 0.2% | $482.00M | 944.27K | — | n/c | 1 |
| 103 | IJH iShares Core S&P Mid-Cap ETF | 0.7% | $480.86M | 7.29M | — | n/c | 1 |
| 104 | CSCO Cisco Systems, Inc. | 0.2% | $472.51M | 6.13M | — | n/c | 1 |
| 105 | GLD SPDR Gold Shares | 0.3% | $472.05M | 1.19M | — | n/c | 1 |
| 106 | ABBV AbbVie Inc. | 0.7% | $468.48M | 2.05M | — | n/c | 1 |
| 107 | IBM International Business… | 0.3% | $466.26M | 1.57M | — | n/c | 1 |
| 108 | AMD Advanced Micro Devices, Inc. | 0.2% | $466.24M | 2.18M | — | n/c | 1 |
| 109 | MRK Merck & Co., Inc. | 0.2% | $464.88M | 4.42M | — | n/c | 1 |
| 110 | DRI Darden Restaurants, Inc. | 0.2% | $462.01M | 2.51M | — | n/c | 1 |
| 111 | IEF iShares 7-10 Year Treasury… | 0.2% | $459.66M | 4.78M | — | n/c | 1 |
| 112 | GS The Goldman Sachs Group… | 0.3% | $452.15M | 514.40K | — | n/c | 1 |
| 113 | MSFT Microsoft Corporation | 2.6% | $440.73M | 904.09K | — | n/c | 1 |
| 114 | TT Trane Technologies plc | 0.2% | $426.98M | 1.10M | — | n/c | 1 |
| 115 | CGDV Capital Group Dividend… | 0.3% | $423.11M | 9.70M | — | n/c | 1 |
| 116 | ETN Eaton Corporation plc | 0.5% | $419.72M | 1.32M | — | n/c | 1 |
| 117 | T AT&T Inc. | 0.2% | $417.85M | 16.82M | — | n/c | 1 |
| 118 | SCHG Schwab U.S. Large-Cap… | 0.2% | $413.92M | 12.69M | — | n/c | 1 |
| 119 | MCD McDonald's Corporation | 0.2% | $411.76M | 1.35M | — | n/c | 1 |
| 120 | DIVO Amplify CWP Enhanced… | 0.2% | $408.02M | 9.17M | — | n/c | 1 |
| 121 | QCOM QUALCOMM Incorporated | 0.2% | $398.36M | 2.33M | — | n/c | 1 |
| 122 | ABT Abbott Laboratories | 0.2% | $395.19M | 3.15M | — | n/c | 1 |
| 123 | VIG Vanguard Dividend… | 0.4% | $394.88M | 1.80M | — | n/c | 1 |
| 124 | SPGI S&P Global Inc. | 0.2% | $388.46M | 743.33K | — | n/c | 1 |
| 125 | IWF iShares Russell 1000 Growth… | 0.5% | $384.06M | 811.46K | — | n/c | 1 |
| 126 | IJR iShares Core S&P Small-Cap… | 0.5% | $370.57M | 3.08M | — | n/c | 1 |
| 127 | CB Chubb Limited | 0.4% | $368.47M | 1.18M | — | n/c | 1 |
| 128 | GEV GE Vernova Inc. | 0.2% | $365.75M | 559.62K | — | n/c | 1 |
| 129 | RSP Invesco S&P 500 Equal… | 0.2% | $363.22M | 1.90M | — | n/c | 1 |
| 130 | TMO Thermo Fisher Scientific… | 0.1% | $360.23M | 621.68K | — | n/c | 1 |
| 131 | VB Vanguard Morningstar… | 0.2% | $360.19M | 1.40M | — | n/c | 1 |
| 132 | ALL The Allstate Corporation | 0.2% | $359.40M | 1.73M | — | n/c | 1 |
| 133 | LLY Eli Lilly and Company | 0.5% | $357.00M | 332.19K | — | n/c | 1 |
| 134 | PGR The Progressive Corporation | 0.1% | $355.96M | 1.56M | — | n/c | 1 |
| 135 | AMGN Amgen Inc. | 0.2% | $353.84M | 1.08M | — | n/c | 1 |
| 136 | PLTR Palantir Technologies Inc. | 0.2% | $351.25M | 1.98M | — | n/c | 1 |
| 137 | CAT Caterpillar Inc. | 0.2% | $347.82M | 607.15K | — | n/c | 1 |
| 138 | WMB The Williams Companies, Inc. | 0.2% | $347.60M | 5.78M | — | n/c | 1 |
| 139 | VTI Vanguard Morningstar Total… | 0.3% | $345.61M | 1.03M | — | n/c | 1 |
| 140 | TSLA Tesla, Inc. | 0.3% | $343.77M | 764.41K | — | n/c | 1 |
| 141 | MSI Motorola Solutions, Inc. | 0.4% | $342.85M | 894.41K | — | n/c | 1 |
| 142 | VEU Vanguard FTSE All-World… | 0.1% | $339.50M | 4.62M | — | n/c | 1 |
| 143 | COST Costco Wholesale Corporation | 0.4% | $337.15M | 390.98K | — | n/c | 1 |
| 144 | RSP Invesco S&P 500 Equal… | 0.2% | $333.68M | 1.74M | — | n/c | 1 |
| 145 | DUK Duke Energy Corporation | 0.2% | $329.67M | 2.81M | — | n/c | 1 |
| 146 | SPYG State Street SPDR Portfolio… | 0.1% | $327.95M | 3.07M | — | n/c | 1 |
| 147 | DHR Danaher Corporation | 0.1% | $327.28M | 1.43M | — | n/c | 1 |
| 148 | CMCSA Comcast Corporation | 0.1% | $327.27M | 10.95M | — | n/c | 1 |
| 149 | IAU iShares Gold Trust | 0.1% | $322.55M | 3.97M | — | n/c | 1 |
| 150 | XLP State Street Consumer… | 0.1% | $320.83M | 4.13M | — | n/c | 1 |
| 151 | SDVY First Trust SMID Cap Rising… | 0.2% | $315.65M | 8.24M | — | n/c | 1 |
| 152 | VGT Vanguard Information… | 0.2% | $309.37M | 410.42K | — | n/c | 1 |
| 153 | ACN Accenture plc | 0.2% | $308.46M | 1.15M | — | n/c | 1 |
| 154 | SDY State Street SPDR S&P… | 0.1% | $308.40M | 2.22M | — | n/c | 1 |
| 155 | BA The Boeing Company | 0.1% | $302.22M | 1.39M | — | n/c | 1 |
| 156 | PEP PepsiCo, Inc. | 0.1% | $298.49M | 2.08M | — | n/c | 1 |
| 157 | UNH UnitedHealth Group… | 0.3% | $296.31M | 897.60K | — | n/c | 1 |
| 158 | WM Waste Management, Inc. | 0.1% | $296.08M | 1.35M | — | n/c | 1 |
| 159 | CVX Chevron Corporation | 0.3% | $294.28M | 1.93M | — | n/c | 1 |
| 160 | CRM Salesforce, Inc. | 0.3% | $292.86M | 1.11M | — | n/c | 1 |
| 161 | CGGR Capital Group Growth ETF | 0.2% | $290.97M | 6.54M | — | n/c | 1 |
| 162 | DE Deere & Company | 0.1% | $290.92M | 624.88K | — | n/c | 1 |
| 163 | SPYV State Street SPDR Portfolio… | 0.1% | $290.86M | 5.12M | — | n/c | 1 |
| 164 | TXN Texas Instruments… | 0.1% | $286.64M | 1.65M | — | n/c | 1 |
| 165 | MPC Marathon Petroleum… | 0.3% | $286.60M | 1.76M | — | n/c | 1 |
| 166 | BND Vanguard Total Bond Market… | 0.2% | $286.08M | 3.86M | — | n/c | 1 |
| 167 | ADI Analog Devices, Inc. | 0.4% | $285.94M | 1.05M | — | n/c | 1 |
| 168 | JPM JPMorgan Chase & Co. | 1.4% | $285.90M | 884.00K | — | n/c | 1 |
| 169 | ICE Intercontinental Exchange… | 0.1% | $284.91M | 1.76M | — | n/c | 1 |
| 170 | C Citigroup Inc. | 0.1% | $282.63M | 2.42M | — | n/c | 1 |
| 171 | VGT Vanguard Information… | 0.2% | $281.56M | 373.54K | — | n/c | 1 |
| 172 | BND Vanguard Total Bond Market… | 0.2% | $279.06M | 3.77M | — | n/c | 1 |
| 173 | COWZ Pacer US Cash Cows 100 ETF | 0.2% | $278.35M | 4.63M | — | n/c | 1 |
| 174 | APH Amphenol Corporation | 0.1% | $278.19M | 2.06M | — | n/c | 1 |
| 175 | JEPI JPMorgan Equity Premium… | 0.1% | $278.08M | 4.86M | — | n/c | 1 |
| 176 | PNC The PNC Financial Services… | 0.2% | $277.18M | 1.33M | — | n/c | 1 |
| 177 | DYNF iShares U.S. Equity Factor… | 0.1% | $276.96M | 4.55M | — | n/c | 1 |
| 178 | SHOP Shopify Inc. | 0.1% | $276.61M | 1.72M | — | n/c | 1 |
| 179 | IVW iShares S&P 500 Growth ETF | 0.2% | $273.73M | 2.22M | — | n/c | 1 |
| 180 | DIVO Amplify CWP Enhanced… | 0.2% | $273.57M | 6.15M | — | n/c | 1 |
| 181 | VZ Verizon Communications Inc. | 0.4% | $272.51M | 6.69M | — | n/c | 1 |
| 182 | AEP American Electric Power… | 0.1% | $272.07M | 2.36M | — | n/c | 1 |
| 183 | MS Morgan Stanley | 0.1% | $271.67M | 1.53M | — | n/c | 1 |
| 184 | AZN AstraZeneca PLC | 0.1% | $269.31M | 2.93M | — | n/c | 1 |
| 185 | USMV iShares MSCI USA Min Vol… | 0.4% | $268.95M | 2.86M | — | n/c | 1 |
| 186 | IWD iShares Russell 1000 Value… | 0.4% | $267.84M | 1.27M | — | n/c | 1 |
| 187 | AXP American Express Company | 0.1% | $267.47M | 722.99K | — | n/c | 1 |
| 188 | SCHD Schwab U.S. Dividend Equity… | 0.1% | $267.23M | 9.74M | — | n/c | 1 |
| 189 | CGGO Capital Group Global Growth… | 0.1% | $264.84M | 7.64M | — | n/c | 1 |
| 190 | CME CME Group Inc. | 0.4% | $264.61M | 968.98K | — | n/c | 1 |
| 191 | XLY State Street Consumer… | 0.1% | $263.49M | 2.21M | — | n/c | 1 |
| 192 | XLK State Street Technology… | 0.4% | $262.85M | 1.83M | — | n/c | 1 |
| 193 | CI Cigna Corporation | 0.1% | $262.57M | 953.99K | — | n/c | 1 |
| 194 | AVGO Broadcom Inc. | 1.7% | $259.90M | 742.90K | — | n/c | 1 |
| 195 | CGGR Capital Group Growth ETF | 0.2% | $256.86M | 5.78M | — | n/c | 1 |
| 196 | IVW iShares S&P 500 Growth ETF | 0.2% | $256.85M | 2.08M | — | n/c | 1 |
| 197 | PANW Palo Alto Networks, Inc. | 0.1% | $256.67M | 1.39M | — | n/c | 1 |
| 198 | BIL State Street SPDR Bloomberg… | 0.1% | $256.25M | 2.80M | — | n/c | 1 |
| 199 | SPHQ Invesco S&P 500 Quality ETF | 0.1% | $255.80M | 3.41M | — | n/c | 1 |
| 200 | ETR Entergy Corporation | 0.1% | $255.74M | 2.77M | — | n/c | 1 |
| 201 | TJX The TJX Companies, Inc. | 0.3% | $255.16M | 1.66M | — | n/c | 1 |
| 202 | FIS Fidelity National… | 0.1% | $254.88M | 3.84M | — | n/c | 1 |
| 203 | GE GE Aerospace | 0.1% | $254.48M | 826.17K | — | n/c | 1 |
| 204 | UNP Union Pacific Corporation | 0.3% | $254.31M | 1.10M | — | n/c | 1 |
| 205 | NEE NextEra Energy, Inc. | 0.3% | $254.21M | 3.17M | — | n/c | 1 |
| 206 | MU Micron Technology, Inc. | 0.1% | $253.88M | 889.52K | — | n/c | 1 |
| 207 | XONA.DE Exxon Mobil Corporation | 0.3% | $251.31M | 2.09M | — | n/c | 1 |
| 208 | VWO Vanguard FTSE Emerging… | 0.1% | $251.20M | 4.67M | — | n/c | 1 |
| 209 | LIN Linde plc | 0.1% | $251.15M | 589.01K | — | n/c | 1 |
| 210 | PLTR Palantir Technologies Inc. | 0.2% | $251.01M | 1.41M | — | n/c | 1 |
| 211 | COWZ Pacer US Cash Cows 100 ETF | 0.2% | $250.50M | 4.16M | — | n/c | 1 |
| 212 | SPYM State Street SPDR Portfolio… | 0.1% | $250.05M | 3.12M | — | n/c | 1 |
| 213 | MDY State Street SPDR S&P… | 0.1% | $247.24M | 409.83K | — | n/c | 1 |
| 214 | FTCS First Trust Capital… | 0.1% | $246.89M | 2.67M | — | n/c | 1 |
| 215 | UBER Uber Technologies, Inc. | 0.1% | $246.35M | 3.01M | — | n/c | 1 |
| 216 | DIS The Walt Disney Company | 0.1% | $246.24M | 2.16M | — | n/c | 1 |
| 217 | SYK Stryker Corporation | 0.1% | $245.99M | 699.88K | — | n/c | 1 |
| 218 | BLK BlackRock, Inc. | 0.1% | $244.33M | 228.28K | — | n/c | 1 |
| 219 | MO Altria Group, Inc. | 0.1% | $242.86M | 4.21M | — | n/c | 1 |
| 220 | BSX Boston Scientific… | 0.1% | $242.18M | 2.54M | — | n/c | 1 |
| 221 | SHY iShares 1-3 Year Treasury… | 0.1% | $240.95M | 2.91M | — | n/c | 1 |
| 222 | AIG American International… | 0.1% | $240.12M | 2.81M | — | n/c | 1 |
| 223 | JCI Johnson Controls… | 0.3% | $239.21M | 2.00M | — | n/c | 1 |
| 224 | RDVY First Trust Rising Dividend… | 0.2% | $238.48M | 3.43M | — | n/c | 1 |
| 225 | AMD Advanced Micro Devices, Inc. | 0.2% | $237.72M | 1.11M | — | n/c | 1 |
| 226 | IWM iShares Russell 2000 ETF | 0.1% | $235.08M | 955.00K | — | n/c | 1 |
| 227 | MDT Medtronic plc | 0.3% | $234.23M | 2.44M | — | n/c | 1 |
| 228 | ENB Enbridge Inc. | 0.1% | $233.13M | 4.87M | — | n/c | 1 |
| 229 | VMBS Vanguard Mortgage-Backed… | 0.1% | $233.09M | 4.95M | — | n/c | 1 |
| 230 | VEA Vanguard FTSE Developed… | 0.3% | $229.69M | 3.68M | — | n/c | 1 |
| 231 | ADP Automatic Data Processing… | 0.1% | $227.73M | 885.34K | — | n/c | 1 |
| 232 | ISRG Intuitive Surgical, Inc. | 0.1% | $227.58M | 401.83K | — | n/c | 1 |
| 233 | AMAT Applied Materials, Inc. | 0.1% | $225.85M | 878.84K | — | n/c | 1 |
| 234 | VB Vanguard Morningstar… | 0.2% | $224.47M | 870.19K | — | n/c | 1 |
| 235 | ASML ASML Holding N.V. | 0.1% | $224.32M | 209.67K | — | n/c | 1 |
| 236 | VOO Vanguard S&P 500 ETF | 5.7% | $222.40M | 354.63K | — | n/c | 1 |
| 237 | SDVY First Trust SMID Cap Rising… | 0.2% | $221.93M | 5.79M | — | n/c | 1 |
| 238 | COF Capital One Financial… | 0.1% | $220.29M | 908.92K | — | n/c | 1 |
| 239 | WT WisdomTree, Inc. | 0.4% | $218.46M | 4.34M | — | n/c | 1 |
| 240 | XLV State Street Health Care… | 0.2% | $218.06M | 1.41M | — | n/c | 1 |
| 241 | IWM iShares Russell 2000 ETF | 0.1% | $214.58M | 871.72K | — | n/c | 1 |
| 242 | UL Unilever PLC | 0.1% | $212.28M | 3.25M | — | n/c | 1 |
| 243 | MRK Merck & Co., Inc. | 0.2% | $209.87M | 1.99M | — | n/c | 1 |
| 244 | PG The Procter & Gamble Company | 0.3% | $209.64M | 1.46M | — | n/c | 1 |
| 245 | SGOV iShares 0-3 Month Treasury… | 0.1% | $209.45M | 2.09M | — | n/c | 1 |
| 246 | NOW ServiceNow, Inc. | 0.1% | $208.74M | 1.36M | — | n/c | 1 |
| 247 | IVE iShares S&P 500 Value ETF | 0.1% | $208.35M | 982.47K | — | n/c | 1 |
| 248 | ITOT iShares Core S&P Total U.S.… | 0.1% | $208.25M | 1.40M | — | n/c | 1 |
| 249 | XLU State Street Utilities… | 0.1% | $207.77M | 4.87M | — | n/c | 1 |
| 250 | CVS CVS Health Corp. | 0.1% | $207.38M | 2.61M | — | n/c | 1 |
| 251 | VCIT Vanguard Intermediate-Term… | 0.1% | $207.11M | 2.47M | — | n/c | 1 |
| 252 | PFE Pfizer Inc. | 0.1% | $206.75M | 8.30M | — | n/c | 1 |
| 253 | AAPL Apple Inc. | 2.5% | $205.36M | 755.38K | — | n/c | 1 |
| 254 | TTE TotalEnergies SE | 0.1% | $204.41M | 3.12M | — | n/c | 1 |
| 255 | FBND Fidelity Total Bond ETF | 0.1% | $203.99M | 4.43M | — | n/c | 1 |
| 256 | NVS Novartis AG | 0.1% | $203.79M | 1.48M | — | n/c | 1 |
| 257 | TMUS T-Mobile US, Inc. | 0.1% | $203.20M | 1.00M | — | n/c | 1 |
| 258 | RBA RB Global, Inc. | 0.1% | $202.56M | 1.93M | — | n/c | 1 |
| 259 | IBM International Business… | 0.3% | $202.21M | 682.65K | — | n/c | 1 |
| 260 | NXPI NXP Semiconductors N.V. | 0.1% | $199.38M | 918.57K | — | n/c | 1 |
| 261 | STE STERIS plc | 0.1% | $199.38M | 786.45K | — | n/c | 1 |
| 262 | COR Cencora, Inc. | 0.1% | $198.92M | 584.98K | — | n/c | 1 |
| 263 | APD Air Products and Chemicals… | 0.2% | $198.38M | 803.08K | — | n/c | 1 |
| 264 | RCL Royal Caribbean Cruises Ltd. | 0.1% | $197.26M | 700.25K | — | n/c | 1 |
| 265 | CMI Cummins Inc. | 0.2% | $196.61M | 385.16K | — | n/c | 1 |
| 266 | QUAL iShares MSCI USA Quality… | 0.1% | $196.30M | 988.33K | — | n/c | 1 |
| 267 | MSFT Microsoft Corporation | 2.6% | $196.23M | 405.76K | — | n/c | 1 |
| 268 | COP ConocoPhillips | 0.1% | $195.81M | 2.09M | — | n/c | 1 |
| 269 | GILD Gilead Sciences, Inc. | 0.1% | $195.44M | 1.59M | — | n/c | 1 |
| 270 | TFC Truist Financial Corporation | 0.1% | $195.19M | 3.97M | — | n/c | 1 |
| 271 | CSCO Cisco Systems, Inc. | 0.2% | $195.08M | 2.53M | — | n/c | 1 |
| 272 | KLAC KLA Corporation | 0.1% | $194.64M | 160.19K | — | n/c | 1 |
| 273 | LOW Lowe's Companies, Inc. | 0.1% | $193.96M | 804.26K | — | n/c | 1 |
| 274 | BX Blackstone Inc. | 0.1% | $193.03M | 1.25M | — | n/c | 1 |
| 275 | MA Mastercard Incorporated | 0.3% | $193.02M | 338.10K | — | n/c | 1 |
| 276 | XLI State Street Industrial… | 0.1% | $192.40M | 1.24M | — | n/c | 1 |
| 277 | VONG Vanguard Russell 1000… | 0.1% | $191.83M | 1.58M | — | n/c | 1 |
| 278 | CAT Caterpillar Inc. | 0.2% | $191.72M | 334.67K | — | n/c | 1 |
| 279 | BBY Best Buy Co., Inc. | 0.1% | $190.59M | 2.85M | — | n/c | 1 |
| 280 | SO The Southern Company | 0.1% | $190.23M | 2.18M | — | n/c | 1 |
| 281 | QUAL iShares MSCI USA Quality… | 0.1% | $190.17M | 957.46K | — | n/c | 1 |
| 282 | MCK McKesson Corporation | 0.1% | $187.94M | 229.11K | — | n/c | 1 |
| 283 | VV Vanguard Morningstar… | 0.1% | $187.50M | 595.63K | — | n/c | 1 |
| 284 | QQQM Invesco NASDAQ 100 ETF | 0.2% | $186.34M | 736.77K | — | n/c | 1 |
| 285 | PLD Prologis, Inc. | 0.1% | $186.26M | 1.46M | — | n/c | 1 |
| 286 | CGGO Capital Group Global Growth… | 0.1% | $185.68M | 5.36M | — | n/c | 1 |
| 287 | VONG Vanguard Russell 1000… | 0.1% | $181.96M | 1.49M | — | n/c | 1 |
| 288 | ARES Ares Management Corporation | 0.1% | $181.79M | 1.11M | — | n/c | 1 |
| 289 | SBUX Starbucks Corporation | 0.1% | $180.58M | 2.14M | — | n/c | 1 |
| 290 | JPST JPMorgan Ultra-Short Income… | 0.1% | $180.09M | 3.56M | — | n/c | 1 |
| 291 | HON Honeywell International Inc. | 0.1% | $179.72M | 921.23K | — | n/c | 1 |
| 292 | VCIT Vanguard Intermediate-Term… | 0.1% | $179.57M | 2.14M | — | n/c | 1 |
| 293 | SCHW The Charles Schwab… | 0.1% | $179.20M | 1.79M | — | n/c | 1 |
| 294 | IVE iShares S&P 500 Value ETF | 0.1% | $179.19M | 844.94K | — | n/c | 1 |
| 295 | LMT Lockheed Martin Corporation | 0.1% | $179.03M | 370.15K | — | n/c | 1 |
| 296 | GS The Goldman Sachs Group… | 0.3% | $179.02M | 202.42K | — | n/c | 1 |
| 297 | JEPI JPMorgan Equity Premium… | 0.1% | $178.68M | 3.12M | — | n/c | 1 |
| 298 | JAAA Janus Henderson AAA CLO ETF | 0.1% | $177.93M | 3.52M | — | n/c | 1 |
| 299 | USB U.S. Bancorp | 0.1% | $177.53M | 3.33M | — | n/c | 1 |
| 300 | TT Trane Technologies plc | 0.2% | $176.71M | 454.04K | — | n/c | 1 |
| 301 | INTU Intuit Inc. | 0.1% | $176.55M | 266.53K | — | n/c | 1 |
| 302 | GD General Dynamics Corporation | 0.1% | $176.39M | 523.93K | — | n/c | 1 |
| 303 | VTEB Vanguard Tax-Exempt Bond ETF | 0.4% | $175.97M | 3.50M | — | n/c | 1 |
| 304 | RTX RTX Corporation | 0.3% | $175.84M | 958.76K | — | n/c | 1 |
| 305 | AMGN Amgen Inc. | 0.2% | $174.60M | 533.43K | — | n/c | 1 |
| 306 | MRSH Marsh & McLennan Companies… | 0.1% | $173.55M | 935.45K | — | n/c | 1 |
| 307 | TSM Taiwan Semiconductor… | 0.3% | $172.50M | 567.64K | — | n/c | 1 |
| 308 | XLF State Street Financial… | 0.3% | $172.29M | 3.15M | — | n/c | 1 |
| 309 | VRT Vertiv Holdings Co | 0.1% | $171.23M | 1.04M | — | n/c | 1 |
| 310 | MOAT VanEck Morningstar Wide… | 0.1% | $170.70M | 1.65M | — | n/c | 1 |
| 311 | VRTX Vertex Pharmaceuticals… | 0.1% | $170.39M | 375.84K | — | n/c | 1 |
| 312 | GEV GE Vernova Inc. | 0.2% | $169.94M | 260.02K | — | n/c | 1 |
| 313 | IEMG iShares Core MSCI Emerging… | 0.4% | $169.94M | 2.53M | — | n/c | 1 |
| 314 | DGRO iShares Core Dividend… | 0.2% | $169.15M | 2.44M | — | n/c | 1 |
| 315 | WT WisdomTree, Inc. | 0.4% | $168.68M | 1.89M | — | n/c | 1 |
| 316 | JAAA Janus Henderson AAA CLO ETF | 0.1% | $168.55M | 3.33M | — | n/c | 1 |
| 317 | FANG Diamondback Energy, Inc. | 0.1% | $168.42M | 1.12M | — | n/c | 1 |
| 318 | RSG Republic Services, Inc. | 0.1% | $167.73M | 791.45K | — | n/c | 1 |
| 319 | CVNA Carvana Co. | 0.1% | $167.35M | 389.60K | — | n/c | 1 |
| 320 | VGSH Vanguard Short-Term… | 0.1% | $167.16M | 2.85M | — | n/c | 1 |
| 321 | HLT Hilton Worldwide Holdings… | 0.1% | $166.60M | 573.64K | — | n/c | 1 |
| 322 | RTX RTX Corporation | 0.3% | $166.50M | 904.85K | — | n/c | 1 |
| 323 | DRI Darden Restaurants, Inc. | 0.2% | $166.28M | 903.57K | — | n/c | 1 |
| 324 | ALL The Allstate Corporation | 0.2% | $165.66M | 795.86K | — | n/c | 1 |
| 325 | FTCS First Trust Capital… | 0.1% | $165.57M | 1.79M | — | n/c | 1 |
| 326 | IYW iShares U.S. Technology ETF | 0.1% | $165.18M | 827.23K | — | n/c | 1 |
| 327 | CDNS Cadence Design Systems, Inc. | 0.1% | $165.00M | 527.86K | — | n/c | 1 |
| 328 | IWR iShares Russell Mid-Cap ETF | 0.1% | $164.97M | 1.71M | — | n/c | 1 |
| 329 | IQV IQVIA Holdings Inc. | 0.1% | $164.85M | 731.31K | — | n/c | 1 |
| 330 | ORCL Oracle Corporation | 0.3% | $164.70M | 845.00K | — | n/c | 1 |
| 331 | CRWD CrowdStrike Holdings, Inc. | 0.1% | $164.47M | 350.86K | — | n/c | 1 |
| 332 | IGM iShares Expanded Tech… | 0.1% | $164.04M | 1.27M | — | n/c | 1 |
| 333 | MCD McDonald's Corporation | 0.2% | $162.89M | 532.95K | — | n/c | 1 |
| 334 | EFA iShares MSCI EAFE ETF | 0.1% | $162.63M | 1.69M | — | n/c | 1 |
| 335 | NFLX Netflix, Inc. | 0.2% | $161.24M | 1.72M | — | n/c | 1 |
| 336 | BSV Vanguard Short-Term Bond ETF | 0.1% | $160.75M | 2.04M | — | n/c | 1 |
| 337 | UPS United Parcel Service, Inc. | 0.1% | $159.69M | 1.61M | — | n/c | 1 |
| 338 | SNPS Synopsys, Inc. | 0.1% | $159.16M | 338.85K | — | n/c | 1 |
| 339 | DFIV Dimensional - International… | 0.1% | $158.95M | 3.19M | — | n/c | 1 |
| 340 | CGUS Capital Group Core Equity… | 0.1% | $158.87M | 3.95M | — | n/c | 1 |
| 341 | FDL First Trust Morningstar… | 0.1% | $158.75M | 3.58M | — | n/c | 1 |
| 342 | DFAC Dimensional - US Core… | 0.1% | $157.76M | 3.98M | — | n/c | 1 |
| 343 | BTI British American Tobacco… | 0.1% | $157.67M | 2.78M | — | n/c | 1 |
| 344 | VPL Vanguard FTSE Pacific ETF | 0.1% | $157.42M | 1.74M | — | n/c | 1 |
| 345 | JEPQ JPMorgan Nasdaq Equity… | 0.1% | $157.29M | 2.71M | — | n/c | 1 |
| 346 | RECS Columbia Research Enhanced… | 0.1% | $155.45M | 3.81M | — | n/c | 1 |
| 347 | NVDA NVIDIA Corporation | 2.0% | $155.41M | 828.69K | — | n/c | 1 |
| 348 | EEMA ISHARES INC | 0.0% | $155.27M | 1.65M | — | n/c | 1 |
| 349 | PULS PGIM Ultra Short Bond ETF | 0.1% | $154.91M | 3.12M | — | n/c | 1 |
| 350 | AWK American Water Works… | 0.1% | $154.67M | 1.19M | — | n/c | 1 |
| 351 | GS The Goldman Sachs Group… | 0.3% | $154.09M | 175.30K | — | n/c | 1 |
| 352 | LPLA LPL Financial Holdings Inc. | 0.1% | $153.91M | 427.82K | — | n/c | 1 |
| 353 | PANW Palo Alto Networks, Inc. | 0.1% | $153.82M | 835.09K | — | n/c | 1 |
| 354 | JCPB JPMorgan Core Plus Bond ETF | 0.1% | $153.72M | 3.25M | — | n/c | 1 |
| 355 | TCAF T. Rowe Price Capital… | 0.1% | $153.71M | 4.02M | — | n/c | 1 |
| 356 | SPMO Invesco S&P 500 Momentum ETF | 0.1% | $153.60M | 1.29M | — | n/c | 1 |
| 357 | PH Parker-Hannifin Corporation | 0.1% | $152.87M | 173.92K | — | n/c | 1 |
| 358 | JHMM John Hancock Investments -… | 0.1% | $152.40M | 2.33M | — | n/c | 1 |
| 359 | SCHD Schwab U.S. Dividend Equity… | 0.1% | $152.35M | 5.55M | — | n/c | 1 |
| 360 | VCSH Vanguard Short-Term… | 0.1% | $152.17M | 1.91M | — | n/c | 1 |
| 361 | LHX L3Harris Technologies, Inc. | 0.1% | $152.14M | 518.23K | — | n/c | 1 |
| 362 | KO The Coca-Cola Company | 0.3% | $151.76M | 2.17M | — | n/c | 1 |
| 363 | TJX The TJX Companies, Inc. | 0.3% | $151.37M | 974.40K | — | n/c | 1 |
| 364 | SNY Sanofi | 0.1% | $150.62M | 3.11M | — | n/c | 1 |
| 365 | ABBV AbbVie Inc. | 0.7% | $149.21M | 649.46K | — | n/c | 1 |
| 366 | JMBS Janus Henderson… | 0.0% | $149.13M | 3.26M | — | n/c | 1 |
| 367 | PEP PepsiCo, Inc. | 0.1% | $148.55M | 1.04M | — | n/c | 1 |
| 368 | MAR Marriott International, Inc. | 0.1% | $148.51M | 478.68K | — | n/c | 1 |
| 369 | MDT Medtronic plc | 0.3% | $147.89M | 1.53M | — | n/c | 1 |
| 370 | BAC Bank of America Corporation | 0.2% | $147.61M | 2.68M | — | n/c | 1 |
| 371 | IEI iShares 3-7 Year Treasury… | 0.1% | $146.94M | 1.23M | — | n/c | 1 |
| 372 | GLW Corning Inc | 0.1% | $146.58M | 1.67M | — | n/c | 1 |
| 373 | XEL Xcel Energy Inc. | 0.0% | $146.36M | 1.98M | — | n/c | 1 |
| 374 | ETN Eaton Corporation plc | 0.5% | $146.35M | 456.10K | — | n/c | 1 |
| 375 | XLI State Street Industrial… | 0.1% | $145.76M | 939.69K | — | n/c | 1 |
| 376 | MU Micron Technology, Inc. | 0.1% | $145.28M | 509.01K | — | n/c | 1 |
| 377 | DUK Duke Energy Corporation | 0.2% | $145.05M | 1.23M | — | n/c | 1 |
| 378 | VXUS Vanguard Total… | 0.1% | $145.00M | 1.92M | — | n/c | 1 |
| 379 | VT Vanguard Total World Stock… | 0.1% | $144.88M | 1.03M | — | n/c | 1 |
| 380 | VFLO VictoryShares Free Cash… | 0.1% | $144.85M | 3.68M | — | n/c | 1 |
| 381 | IWB iShares Russell 1000 ETF | 0.1% | $144.24M | 386.24K | — | n/c | 1 |
| 382 | SHW The Sherwin-Williams Company | 0.1% | $143.91M | 444.13K | — | n/c | 1 |
| 383 | IBB iShares Biotechnology ETF | 0.1% | $143.90M | 852.62K | — | n/c | 1 |
| 384 | LRCX Lam Research Corporation | 0.1% | $143.27M | 836.95K | — | n/c | 1 |
| 385 | EFA iShares MSCI EAFE ETF | 0.1% | $143.06M | 1.49M | — | n/c | 1 |
| 386 | IBM International Business… | 0.3% | $142.16M | 470.64K | — | n/c | 1 |
| 387 | NVO Novo Nordisk A/S | 0.1% | $141.95M | 2.79M | — | n/c | 1 |
| 388 | HYMB State Street SPDR Nuveen… | 0.1% | $141.58M | 5.68M | — | n/c | 1 |
| 389 | XLE State Street Energy Select… | 0.1% | $140.74M | 3.15M | — | n/c | 1 |
| 390 | QCOM QUALCOMM Incorporated | 0.2% | $140.50M | 821.37K | — | n/c | 1 |
| 391 | FVD First Trust Value Line… | 0.1% | $140.38M | 3.05M | — | n/c | 1 |
| 392 | WMB The Williams Companies, Inc. | 0.2% | $139.00M | 2.31M | — | n/c | 1 |
| 393 | PNC The PNC Financial Services… | 0.2% | $138.58M | 656.61K | — | n/c | 1 |
| 394 | WT WisdomTree, Inc. | 0.4% | $138.10M | 2.74M | — | n/c | 1 |
| 395 | AXON Axon Enterprise, Inc. | 0.1% | $138.02M | 241.25K | — | n/c | 1 |
| 396 | O Realty Income Corporation | 0.2% | $137.37M | 2.44M | — | n/c | 1 |
| 397 | MOAT VanEck Morningstar Wide… | 0.1% | $137.28M | 1.33M | — | n/c | 1 |
| 398 | AAPL Apple Inc. | 2.5% | $137.00M | 501.69K | — | n/c | 1 |
| 399 | TLT iShares 20+ Year Treasury… | 0.1% | $136.58M | 1.57M | — | n/c | 1 |
| 400 | PWR Quanta Services, Inc. | 0.1% | $136.44M | 318.19K | — | n/c | 1 |
| 401 | IUSB iShares Core Universal USD… | 0.1% | $136.39M | 2.93M | — | n/c | 1 |
| 402 | FCX Freeport-McMoRan Inc. | 0.1% | $135.74M | 2.67M | — | n/c | 1 |
| 403 | ALNY Alnylam Pharmaceuticals… | 0.0% | $135.61M | 341.38K | — | n/c | 1 |
| 404 | NET Cloudflare, Inc. | 0.1% | $135.55M | 679.05K | — | n/c | 1 |
| 405 | WT WisdomTree, Inc. | 0.4% | $135.27M | 1.51M | — | n/c | 1 |
| 406 | ADI Analog Devices, Inc. | 0.4% | $135.12M | 491.65K | — | n/c | 1 |
| 407 | IGIB iShares 5-10 Year… | 0.1% | $134.50M | 2.50M | — | n/c | 1 |
| 408 | IGSB iShares 1-5 Year Investment… | 0.1% | $134.42M | 2.54M | — | n/c | 1 |
| 409 | MTUM iShares MSCI USA Momentum… | 0.3% | $134.35M | 536.75K | — | n/c | 1 |
| 410 | NOC Northrop Grumman Corporation | 0.1% | $134.30M | 235.52K | — | n/c | 1 |
| 411 | PG The Procter & Gamble Company | 0.3% | $133.99M | 930.16K | — | n/c | 1 |
| 412 | MSFT Microsoft Corporation | 2.6% | $133.05M | 275.12K | — | n/c | 1 |
| 413 | WFC Wells Fargo & Company | 0.3% | $132.77M | 1.41M | — | n/c | 1 |
| 414 | CGUS Capital Group Core Equity… | 0.1% | $132.27M | 3.29M | — | n/c | 1 |
| 415 | WEC WEC Energy Group, Inc. | 0.1% | $132.22M | 1.25M | — | n/c | 1 |
| 416 | VGIT Vanguard Intermediate-Term… | 0.1% | $132.15M | 2.21M | — | n/c | 1 |
| 417 | XLC State Street Communication… | 0.2% | $131.92M | 1.12M | — | n/c | 1 |
| 418 | MCD McDonald's Corporation | 0.2% | $131.91M | 428.22K | — | n/c | 1 |
| 419 | IAU iShares Gold Trust | 0.1% | $130.59M | 1.61M | — | n/c | 1 |
| 420 | IJK iShares S&P Mid-Cap 400… | 0.1% | $130.56M | 1.35M | — | n/c | 1 |
| 421 | FDX FedEx Corporation | 0.1% | $130.40M | 451.44K | — | n/c | 1 |
| 422 | SPIB State Street SPDR Portfolio… | 0.1% | $130.35M | 3.86M | — | n/c | 1 |
| 423 | NVDA NVIDIA Corporation | 2.0% | $129.95M | 696.80K | — | n/c | 1 |
| 424 | SHV iShares Trust iShares 0-1… | 0.0% | $129.36M | 1.17M | — | n/c | 1 |
| 425 | KR The Kroger Co. | 0.1% | $129.21M | 2.07M | — | n/c | 1 |
| 426 | PPL PPL Corporation | 0.0% | $129.07M | 3.69M | — | n/c | 1 |
| 427 | ITW Illinois Tool Works Inc. | 0.1% | $128.79M | 522.91K | — | n/c | 1 |
| 428 | AMT American Tower Corporation | 0.1% | $128.52M | 732.04K | — | n/c | 1 |
| 429 | JGRO JPMorgan Active Growth ETF | 0.1% | $128.48M | 1.38M | — | n/c | 1 |
| 430 | MDLZ Mondelez International, Inc. | 0.1% | $128.28M | 2.38M | — | n/c | 1 |
| 431 | LMBS First Trust Low Duration… | 0.1% | $128.28M | 2.57M | — | n/c | 1 |
| 432 | HEI-A HEICO Corporation | 0.0% | $128.15M | 507.68K | — | n/c | 1 |
| 433 | IEF iShares 7-10 Year Treasury… | 0.2% | $128.11M | 1.33M | — | n/c | 1 |
| 434 | BMY Bristol-Myers Squibb Company | 0.1% | $128.09M | 2.37M | — | n/c | 1 |
| 435 | EPD Enterprise Products… | 0.1% | $127.96M | 3.99M | — | n/c | 1 |
| 436 | ROK Rockwell Automation, Inc. | 0.1% | $127.93M | 324.95K | — | n/c | 1 |
| 437 | BDX Becton, Dickinson and… | 0.0% | $127.67M | 657.86K | — | n/c | 1 |
| 438 | EMR Emerson Electric Co. | 0.1% | $127.34M | 959.49K | — | n/c | 1 |
| 439 | GWW W.W. Grainger, Inc. | 0.0% | $127.26M | 126.12K | — | n/c | 1 |
| 440 | SMH VanEck Semiconductor ETF | 0.1% | $127.25M | 353.35K | — | n/c | 1 |
| 441 | GLW Corning Inc | 0.1% | $127.18M | 1.43M | — | n/c | 1 |
| 442 | WSO Watsco, Inc. | 0.0% | $126.67M | 375.92K | — | n/c | 1 |
| 443 | CASY Casey's General Stores, Inc. | 0.1% | $126.25M | 224.80K | — | n/c | 1 |
| 444 | DIA State Street SPDR Dow Jones… | 0.1% | $126.14M | 262.47K | — | n/c | 1 |
| 445 | EW Edwards Lifesciences… | 0.1% | $125.64M | 1.47M | — | n/c | 1 |
| 446 | AZO AutoZone, Inc. | 0.1% | $125.48M | 37.00K | — | n/c | 1 |
| 447 | IYW iShares U.S. Technology ETF | 0.1% | $125.23M | 627.15K | — | n/c | 1 |
| 448 | KO The Coca-Cola Company | 0.3% | $124.86M | 1.79M | — | n/c | 1 |
| 449 | URI United Rentals, Inc. | 0.1% | $124.81M | 154.22K | — | n/c | 1 |
| 450 | MUB iShares National Muni Bond… | 0.1% | $123.97M | 1.16M | — | n/c | 1 |
| 451 | LOW Lowe's Companies, Inc. | 0.1% | $123.49M | 512.06K | — | n/c | 1 |
| 452 | BIL State Street SPDR Bloomberg… | 0.1% | $123.22M | 1.35M | — | n/c | 1 |
| 453 | ATO Atmos Energy Corporation | 0.1% | $123.18M | 734.85K | — | n/c | 1 |
| 454 | AIRR First Trust RBA American… | 0.1% | $123.08M | 1.25M | — | n/c | 1 |
| 455 | APO Apollo Global Management… | 0.1% | $123.04M | 849.98K | — | n/c | 1 |
| 456 | LHX L3Harris Technologies, Inc. | 0.1% | $122.87M | 418.54K | — | n/c | 1 |
| 457 | LMT Lockheed Martin Corporation | 0.1% | $122.53M | 253.34K | — | n/c | 1 |
| 458 | WYNN Wynn Resorts, Limited | 0.0% | $122.01M | 1.01M | — | n/c | 1 |
| 459 | IUSG iShares Core S&P U.S.… | 0.1% | $122.00M | 726.48K | — | n/c | 1 |
| 460 | NGG National Grid plc | 0.0% | $121.61M | 1.57M | — | n/c | 1 |
| 461 | VBR Vanguard Morningstar… | 0.1% | $121.51M | 573.72K | — | n/c | 1 |
| 462 | VLO Valero Energy Corporation | 0.1% | $121.40M | 745.73K | — | n/c | 1 |
| 463 | IWY iShares Russell Top 200… | 0.0% | $121.34M | 438.13K | — | n/c | 1 |
| 464 | IDEV iShares Core MSCI… | 0.0% | $121.21M | 1.47M | — | n/c | 1 |
| 465 | APP AppLovin Corporation | 0.1% | $121.05M | 179.65K | — | n/c | 1 |
| 466 | JPEF J P MORGAN EXCHANGE TRADED F | 0.1% | $120.83M | 1.62M | — | n/c | 1 |
| 467 | TSCO Tractor Supply Company | 0.1% | $120.62M | 2.41M | — | n/c | 1 |
| 468 | VCSH Vanguard Short-Term… | 0.1% | $120.61M | 1.51M | — | n/c | 1 |
| 469 | SNA Snap-on Incorporated | 0.0% | $120.44M | 349.51K | — | n/c | 1 |
| 470 | XLE State Street Energy Select… | 0.1% | $120.39M | 2.69M | — | n/c | 1 |
| 471 | HPE Hewlett Packard Enterprise… | 0.1% | $120.37M | 5.01M | — | n/c | 1 |
| 472 | BSV Vanguard Short-Term Bond ETF | 0.1% | $119.96M | 1.52M | — | n/c | 1 |
| 473 | ABT Abbott Laboratories | 0.2% | $119.83M | 956.40K | — | n/c | 1 |
| 474 | ADBE Adobe Inc. | 0.1% | $119.70M | 342.00K | — | n/c | 1 |
| 475 | BUFR FT Vest Laddered Buffer ETF | 0.1% | $119.58M | 3.49M | — | n/c | 1 |
| 476 | JPM JPMorgan Chase & Co. | 1.4% | $119.38M | 370.50K | — | n/c | 1 |
| 477 | SPGI S&P Global Inc. | 0.2% | $118.49M | 226.74K | — | n/c | 1 |
| 478 | ABT Abbott Laboratories | 0.2% | $118.47M | 941.89K | — | n/c | 1 |
| 479 | WAB Westinghouse Air Brake… | 0.1% | $118.23M | 545.62K | — | n/c | 1 |
| 480 | WELL Welltower Inc. | 0.1% | $117.34M | 632.16K | — | n/c | 1 |
| 481 | KKR KKR & Co. Inc. | 0.0% | $117.21M | 919.43K | — | n/c | 1 |
| 482 | ROST Ross Stores, Inc. | 0.1% | $116.79M | 643.64K | — | n/c | 1 |
| 483 | VWO Vanguard FTSE Emerging… | 0.1% | $116.55M | 2.17M | — | n/c | 1 |
| 484 | MNST Monster Beverage Corporation | 0.1% | $116.21M | 1.52M | — | n/c | 1 |
| 485 | JPST JPMorgan Ultra-Short Income… | 0.1% | $115.60M | 2.29M | — | n/c | 1 |
| 486 | ORI Old Republic International… | 0.0% | $115.36M | 2.53M | — | n/c | 1 |
| 487 | PAYX Paychex, Inc. | 0.0% | $115.29M | 1.03M | — | n/c | 1 |
| 488 | VEU Vanguard FTSE All-World… | 0.1% | $114.93M | 1.56M | — | n/c | 1 |
| 489 | OEF iShares S&P 100 ETF | 0.1% | $114.49M | 333.81K | — | n/c | 1 |
| 490 | HLT Hilton Worldwide Holdings… | 0.1% | $114.27M | 397.82K | — | n/c | 1 |
| 491 | SPYM State Street SPDR Portfolio… | 0.1% | $114.24M | 1.42M | — | n/c | 1 |
| 492 | BAC Bank of America Corporation | 0.2% | $113.99M | 2.06M | — | n/c | 1 |
| 493 | FPE First Trust Preferred… | 0.1% | $113.89M | 6.25M | — | n/c | 1 |
| 494 | ORLY O'Reilly Automotive, Inc. | 0.1% | $113.78M | 1.25M | — | n/c | 1 |
| 495 | GE GE Aerospace | 0.1% | $113.69M | 369.09K | — | n/c | 1 |
| 496 | TRV The Travelers Companies… | 0.0% | $113.50M | 391.29K | — | n/c | 1 |
| 497 | IUSG iShares Core S&P U.S.… | 0.1% | $113.49M | 675.79K | — | n/c | 1 |
| 498 | EQIX Equinix, Inc. | 0.1% | $113.36M | 147.96K | — | n/c | 1 |
| 499 | HLI Houlihan Lokey, Inc. | 0.0% | $112.88M | 641.92K | — | n/c | 1 |
| 500 | VRSK Verisk Analytics, Inc. | 0.0% | $112.40M | 502.48K | — | n/c | 1 |
Solo posiciones de acciones ordinarias (SH); las líneas de opciones están en la pestaña Opciones y nunca se netean. ✂ = cambio calculado respecto a las acciones previas ajustadas por splits. "Mantenido N+" = mantenido cada trimestre en nuestra ventana, posiblemente más.
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Valor | Acciones | Anterior | Cambio | Valor | Ponderación | Racha |
|---|---|---|---|---|---|---|
| Ninguna este trimestre. | ||||||
| Subyacente | Tipo | Acciones subyacentes | Valor declarado |
|---|---|---|---|
| SPY | Put | 108.30K | $65.45M |
| SPY | Put | 52.80K | $30.33M |
| QQQ | Put | 52.10K | $26.28M |
| AAPL | Put | 18.80K | $4.53M |
| NVDA | Put | 16.00K | $2.55M |
| GIS | Call | 39.90K | $1.80M |
| NVDA | Put | 11.70K | $1.72M |
| ITA | Call | 7.40K | $1.55M |
| MSFT | Call | 3.00K | $1.44M |
| AAPL | Put | 6.80K | $1.40M |
| TRVI | Call | 150.00K | $1.25M |
| RSP | Put | 7.00K | $1.19M |
| SPY | Call | 1.80K | $1.19M |
| NSC | Put | 5.70K | $1.14M |
| MSFT | Put | 2.40K | $1.14M |
| QQQ | Put | 2.00K | $1.12M |
| TLT | Put | 13.20K | $1.11M |
| AMZN | Put | 5.00K | $921,500 |
| LEN | Put | 8.60K | $903,000 |
| AMZN | Call | 4.00K | $900,000 |
| INTC | Call | 22.50K | $862,500 |
| GDX | Call | 10.60K | $773,800 |
| MSFT | Put | 2.00K | $730,500 |
| TTE | Put | 11.60K | $725,000 |
| COST | Put | 900 | $720,000 |
| LULU | Call | 3.00K | $690,000 |
| NOG | Put | 23.30K | $629,100 |
| SARO | Put | 30.00K | $600,000 |
| BJ | Put | 6.50K | $586,000 |
| QCOM | Call | 3.00K | $525,000 |
| GOOG | Put | 2.00K | $520,000 |
| AMZN | Put | 2.40K | $520,000 |
| PFE | Call | 14.00K | $490,000 |
| BRK-B | Put | 1.00K | $470,000 |
| IRM | Put | 5.20K | $468,000 |
| GOOG | Put | 1.60K | $416,000 |
| SEABRIDGE GOLD INC | Call | 21.70K | $325,500 |
| SAIC | Put | 3.50K | $315,000 |
| META | Put | 500 | $290,000 |
| QBTS | Call | 10.10K | $282,800 |
| PYPL | Call | 4.00K | $280,000 |
| GOOGL | Put | 1.20K | $280,000 |
| BTG | Call | 69.80K | $279,200 |
| MCD | Put | 900 | $279,000 |
| T | Put | 13.20K | $276,000 |
| AVGO | Put | 900 | $273,000 |
| LLY | Put | 300 | $270,000 |
| ERO | Call | 10.00K | $250,000 |
| OGN | Call | 35.40K | $212,400 |
| LMT | Put | 500 | $210,000 |
| GD | Put | 700 | $203,000 |
| NFLX | Put | 2.00K | $200,000 |
| META | Put | 300 | $193,500 |
| RY | Call | 1.30K | $188,500 |
| INTU | Put | 300 | $186,000 |
| AAPL | Call | 1.00K | $180,000 |
| JNJ | Put | 1.00K | $180,000 |
| VZ | Put | 4.80K | $177,600 |
| ISRG | Put | 400 | $176,000 |
| DY | Put | 500 | $165,000 |
| COIN | Put | 800 | $165,000 |
| ECHO | Put | 2.40K | $144,000 |
| DIA | Put | 300 | $136,500 |
| JPM | Put | 500 | $135,000 |
| AVGO | Put | 500 | $133,000 |
| DJT | Call | 1.40K | $132,500 |
| VGT | Put | 200 | $126,000 |
| PINS | Call | 5.00K | $125,000 |
| IWM | Put | 600 | $123,000 |
| XONA.DE | Put | 1.10K | $121,000 |
| SYK | Put | 400 | $120,000 |
| RTX | Put | 1.00K | $115,000 |
| TSLA | Call | 400 | $112,000 |
| NFLX | Put | 1.00K | $100,000 |
| BMY | Put | 2.00K | $96,000 |
| JPM | Put | 400 | $96,000 |
| ET | Put | 5.00K | $92,500 |
| COST | Put | 100 | $85,500 |
| RTX | Put | 600 | $84,000 |
| VICI | Put | 3.00K | $82,500 |
| EPD | Put | 2.60K | $81,400 |
| TSLA | Put | 200 | $78,000 |
| META | Call | 100 | $78,000 |
| ORCL | Put | 500 | $72,500 |
| AMBA | Put | 900 | $72,000 |
| IGV | Put | 600 | $66,000 |
| IAU | Call | 1.00K | $65,000 |
| PLTR | Put | 400 | $62,000 |
| WVE | Call | 10.00K | $50,000 |
| NBIS | Call | 700 | $49,000 |
| PG | Call | 300 | $48,000 |
| NVDA | Call | 400 | $44,500 |
| UPS | Put | 600 | $44,500 |
| TSLA | Put | 100 | $44,000 |
| VUG | Put | 100 | $44,000 |
| NXGPF | Put | 6.90K | $41,400 |
| ADBE | Call | 100 | $37,000 |
| ORCL | Put | 200 | $32,000 |
| AVGO | Call | 200 | $31,600 |
| PLTR | Put | 200 | $31,000 |
Los 13F reportan el nocional de opciones (acciones subyacentes y valor de mercado), pero no el precio de ejercicio, el vencimiento ni si la opción fue comprada o emitida — no es posible inferir la dirección. Metodología
Antigüedad de la posición
45070–1 trimestres
Trimestres consecutivos en que cada posición actual ha sido reportada, dentro de nuestra ventana de datos.
Gestores similares
| Gestor | Posiciones comunes | Superposición de nombres | Similitud ponderada | |
|---|---|---|---|---|
| Cerity Partners LLC | 2794 | 55.4% | 0.8567 | Comparar ⇄ |
| Rockefeller Capital Management L.P. | 3824 | 71.9% | 0.7108 | Comparar ⇄ |
| Stifel Financial Corp | 3248 | 66.0% | 0.7079 | Comparar ⇄ |
| HighTower Advisors, LLC | 3137 | 62.6% | 0.7074 | Comparar ⇄ |
| Bank Of America Corp /De/ | 4133 | 72.0% | 0.7067 | Comparar ⇄ |
| Morgan Stanley | 4570 | 66.7% | 0.6972 | Comparar ⇄ |
| Wells Fargo & Company/Mn | 4395 | 71.9% | 0.6954 | Comparar ⇄ |
| Osaic Holdings, Inc. | 4575 | 72.2% | 0.6914 | Comparar ⇄ |
Similitud basada únicamente en posiciones largas declaradas — las coberturas y los activos no sujetos a 13F no son visibles. Metodología
Historial de declaraciones
Aug 14 2026
13F-HR · período Q2 2026
$368.94B · 13,837 posiciones · Ver presentación original ante la SEC ↗
May 14 2026
13F-HR · período Q1 2026
$324.42B · 13,521 posiciones · Ver presentación original ante la SEC ↗
Feb 18 2026
13F-HR · período Q4 2025
$321.41B · 13,038 posiciones · Ver presentación original ante la SEC ↗
Nov 14 2025
13F-HR · período Q3 2025
$311.10B · 12,998 posiciones · Ver presentación original ante la SEC ↗
Aug 14 2025
13F-HR · período Q2 2025
$290.50B · 15,750 posiciones · Ver presentación original ante la SEC ↗
Procedencia: Todas las posiciones analizadas de las tablas de información 13F de este gestor en SEC EDGAR; valores tal como se declararon, en USD enteros. Los cambios comparan la última versión aceptada de cada trimestre (enmiendas incorporadas) sobre recuentos de acciones ajustados por splits.
Período de reporte: Q4 2025 · última presentación Aug 14, 2026 ·
Metodología de cambios