Histórico do gestor

Truist Financial Corp

Charlotte, NC · CIK 92230 · Registros EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄

$83.67BValor reportado no 13F

5,414Posições

24.2%Peso do top-10

91.90Participações efetivas

4.1%Rotatividade est.

+202Novo

−104Saídas

O valor reportado do portfólio 13F abrange apenas posições compradas reportáveis nos EUA — não inclui caixa, títulos, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão.

Valor reportado por trimestre Q4 2025 → Q2 2026

Exposição setorial

Serviços Financeiros 55.9% (-0.2pp)

Tecnologia 16.1% (+2.0pp)

Indústria 5.3% (-0.1pp)

Saúde 4.8% (-0.3pp)

Consumo Defensivo 4.6% (-0.5pp)

Consumo Cíclico 4.3% (-0.1pp)

Serviços de Comunicação 4.0% (-0.3pp)

Energia 2.0% (-0.5pp)

Utilidades 1.3% (-0.1pp)

Materiais Básicos 1.0% (+0.0pp)

Imóveis 0.6% (+0.0pp)

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

O portfólio · Q2 2026

#	Valor mobiliário	Peso	Valor	Ações	Δ ações		Detido
1	IVV iShares Core S&P 500 ETF	6.4%	$3.14B	4.19M	+2.3%	▲ Add	3+
2	IVV iShares Core S&P 500 ETF	6.4%	$2.17B	2.90M	+2.3%	▲ Add	3+
3	SPY State Street SPDR S&P 500…	2.7%	$1.53B	2.04M	-2.5%	▼ Trim	3+
4	AAPL Apple Inc.	2.4%	$1.14B	3.93M	+0.2%	▲ Add	3+
5	NVDA NVIDIA Corporation	2.4%	$1.11B	5.54M	-1.8%	▼ Trim	3+
6	IEFA iShares Core MSCI EAFE ETF	1.9%	$1.09B	11.25M	-15.8%	▼ Trim	3+
7	KO The Coca-Cola Company	1.4%	$1.01B	12.40M	-5.8%	▼ Trim	3+
8	GOVT iShares U.S. Treasury Bond…	2.1%	$1.00B	44.10M	+1.8%	▲ Add	3+
9	VOO Vanguard S&P 500 ETF	1.4%	$865.31M	1.26M	+52.7%	▲ Add	3+
10	NVDA NVIDIA Corporation	2.4%	$822.97M	4.11M	-1.8%	▼ Trim	3+
11	MSFT Microsoft Corporation	1.9%	$820.52M	2.20M	-0.6%	▼ Trim	3+
12	XLK State Street Technology…	1.1%	$804.69M	4.22M	+4.0%	▲ Add	3+
13	AAPL Apple Inc.	2.4%	$796.46M	2.75M	+0.2%	▲ Add	3+
14	IEMG iShares Core MSCI Emerging…	1.5%	$794.77M	9.59M	+29.6%	▲ Add	3+
15	SPY State Street SPDR S&P 500…	2.7%	$756.53M	1.01M	-2.5%	▼ Trim	3+
16	GOOG Alphabet Inc.	1.6%	$747.32M	2.12M	-1.1%	▼ Trim	3+
17	GOVT iShares U.S. Treasury Bond…	2.1%	$728.12M	31.96M	+1.8%	▲ Add	3+
18	MSFT Microsoft Corporation	1.9%	$723.18M	1.94M	-0.6%	▼ Trim	3+
19	IWF iShares Russell 1000 Growth…	1.2%	$663.33M	5.34M	+0.6% ✂	▲ Add	3+
20	AGG iShares Core U.S. Aggregate…	0.9%	$649.94M	6.57M	-2.1%	▼ Trim	3+
21	QQQ Invesco QQQ Trust, Series 1	0.9%	$609.01M	827.01K	-3.4%	▼ Trim	3+
22	AVGO Broadcom Inc.	1.3%	$546.34M	1.45M	+0.9%	▲ Add	3+
23	GOOG Alphabet Inc.	1.6%	$542.68M	1.54M	-1.1%	▼ Trim	3+
24	IJH iShares Core S&P Mid-Cap ETF	1.0%	$538.24M	6.98M	+6.7%	▲ Add	3+
25	JPM JPMorgan Chase & Co.	1.2%	$533.03M	1.63M	+0.4%	▲ Add	3+
26	AVGO Broadcom Inc.	1.3%	$520.21M	1.38M	+0.9%	▲ Add	3+
27	XLF State Street Financial…	0.7%	$518.14M	9.66M	+4.1%	▲ Add	3+
28	AMZN Amazon.com, Inc.	1.2%	$513.76M	2.16M	+2.3%	▲ Add	3+
29	AMZN Amazon.com, Inc.	1.2%	$513.03M	2.15M	+2.3%	▲ Add	3+
30	GOOGL Alphabet Inc.	1.1%	$487.16M	1.36M	-1.5%	▼ Trim	3+
31	CCEP Coca-Cola Europacific…	0.6%	$471.48M	4.71M	+3.0%	▲ Add	3+
32	JPM JPMorgan Chase & Co.	1.2%	$460.25M	1.41M	+0.4%	▲ Add	3+
33	IEFA iShares Core MSCI EAFE ETF	1.9%	$457.44M	4.74M	-15.8%	▼ Trim	3+
34	LRCX Lam Research Corporation	0.9%	$451.78M	1.04M	+0.8%	▲ Add	3+
35	IJR iShares Core S&P Small-Cap…	1.0%	$451.35M	3.04M	+11.1%	▲ Add	3+
36	IEMG iShares Core MSCI Emerging…	1.5%	$436.58M	5.27M	+29.6%	▲ Add	3+
37	RSP Invesco S&P 500 Equal…	0.7%	$407.14M	1.91M	-15.1%	▼ Trim	3+
38	GOOGL Alphabet Inc.	1.1%	$392.43M	1.10M	-1.5%	▼ Trim	3+
39	IWR iShares Russell Mid-Cap ETF	0.5%	$388.87M	3.52M	-1.4%	▼ Trim	3+
40	MBB iShares MBS ETF	0.6%	$388.44M	4.11M	-4.1%	▼ Trim	3+
41	VUG Vanguard Morningstar Growth…	0.7%	$362.50M	4.21M	+1.7% ✂	▲ Add	3+
42	IJR iShares Core S&P Small-Cap…	1.0%	$355.29M	2.40M	+11.1%	▲ Add	3+
43	KLAC KLA Corporation	0.8%	$346.51M	1.15M	+0.8% ✂	▲ Add	3+
44	ABBV AbbVie Inc.	0.8%	$345.76M	1.37M	+4.8%	▲ Add	3+
45	CSCO Cisco Systems, Inc.	0.7%	$345.16M	2.94M	+1.6%	▲ Add	3+
46	IWF iShares Russell 1000 Growth…	1.2%	$345.06M	2.78M	+0.6% ✂	▲ Add	3+
47	XLV State Street Health Care…	0.5%	$342.92M	2.16M	+2.1%	▲ Add	3+
48	KLAC KLA Corporation	0.8%	$327.44M	1.09M	+0.8% ✂	▲ Add	3+
49	USIG iShares Broad USD…	0.6%	$327.16M	6.38M	-5.5%	▼ Trim	3+
50	IWD iShares Russell 1000 Value…	0.6%	$325.40M	1.34M	-0.8%	▼ Trim	3+
51	VOO Vanguard S&P 500 ETF	1.4%	$316.64M	461.03K	+52.7%	▲ Add	3+
52	VTV Vanguard Morningstar Value…	0.6%	$313.83M	1.44M	-3.0%	▼ Trim	3+
53	V Visa Inc.	0.6%	$300.90M	877.02K	-0.5%	▼ Trim	3+
54	LRCX Lam Research Corporation	0.9%	$293.46M	677.23K	+0.8%	▲ Add	3+
55	ADI Analog Devices, Inc.	0.6%	$292.44M	736.31K	+3.5%	▲ Add	3+
56	XLC State Street Communication…	0.4%	$286.52M	2.67M	-20.6%	▼ Trim	3+
57	JNJ Johnson & Johnson	0.7%	$273.46M	1.08M	+6.3%	▲ Add	3+
58	PWR Quanta Services, Inc.	0.4%	$270.55M	375.74K	+1.2%	▲ Add	3+
59	IJH iShares Core S&P Mid-Cap ETF	1.0%	$268.68M	3.48M	+6.7%	▲ Add	3+
60	IWM iShares Russell 2000 ETF	0.4%	$268.49M	893.62K	-2.7%	▼ Trim	3+
61	PM Philip Morris International…	0.6%	$263.92M	1.46M	+9.3%	▲ Add	3+
62	LLY Eli Lilly and Company	0.6%	$261.04M	217.64K	+8.4%	▲ Add	3+
63	ABBV AbbVie Inc.	0.8%	$259.42M	1.03M	+4.8%	▲ Add	3+
64	EFA iShares MSCI EAFE ETF	0.6%	$256.70M	2.47M	-0.7%	▼ Trim	3+
65	META Meta Platforms, Inc.	0.6%	$256.07M	454.60K	-1.8%	▼ Trim	3+
66	JNJ Johnson & Johnson	0.7%	$251.81M	991.48K	+6.3%	▲ Add	3+
67	META Meta Platforms, Inc.	0.6%	$249.65M	443.20K	-1.8%	▼ Trim	3+
68	VONG Vanguard Russell 1000…	0.3%	$239.33M	1.87M	+5.0%	▲ Add	3+
69	WMT Walmart Inc.	0.5%	$237.79M	2.10M	-0.9%	▼ Trim	3+
70	ADI Analog Devices, Inc.	0.6%	$236.10M	594.44K	+3.5%	▲ Add	3+
71	RTX RTX Corporation	0.5%	$235.59M	1.24M	+1.9%	▲ Add	3+
72	CSCO Cisco Systems, Inc.	0.7%	$230.23M	1.96M	+1.6%	▲ Add	3+
73	V Visa Inc.	0.6%	$225.10M	656.09K	-0.5%	▼ Trim	3+
74	EFA iShares MSCI EAFE ETF	0.6%	$223.44M	2.15M	-0.7%	▼ Trim	3+
75	PM Philip Morris International…	0.6%	$221.14M	1.22M	+9.3%	▲ Add	3+
76	LLY Eli Lilly and Company	0.6%	$211.51M	176.34K	+8.4%	▲ Add	3+
77	BNY Bank of New York Mellon Corp	0.4%	$211.36M	1.46M	+3.6%	▲ Add	3+
78	RTX RTX Corporation	0.5%	$210.34M	1.11M	+1.9%	▲ Add	3+
79	ETN Eaton Corporation plc	0.4%	$203.04M	476.49K	+2.5%	▲ Add	3+
80	TLH iShares 10-20 Year Treasury…	0.4%	$201.49M	2.01M	+176.7%	▲ Add	3+
81	HD The Home Depot, Inc.	0.4%	$198.69M	563.37K	-3.9%	▼ Trim	3+
82	SPYG State Street SPDR Portfolio…	0.4%	$192.52M	1.62M	+1.4%	▲ Add	3+
83	VTV Vanguard Morningstar Value…	0.6%	$192.41M	882.89K	-3.0%	▼ Trim	3+
84	IEUR iShares Core MSCI Europe ETF	0.2%	$190.28M	2.53M	+18.0%	▲ Add	3+
85	IWD iShares Russell 1000 Value…	0.6%	$189.71M	782.52K	-0.8%	▼ Trim	3+
86	USIG iShares Broad USD…	0.6%	$189.65M	3.70M	-5.5%	▼ Trim	3+
87	TFC Truist Financial Corporation	0.3%	$189.19M	3.80M	-1.9%	▼ Trim	3+
88	VUG Vanguard Morningstar Growth…	0.7%	$180.17M	2.09M	+1.7% ✂	▲ Add	3+
89	WMT Walmart Inc.	0.5%	$176.63M	1.56M	-0.9%	▼ Trim	3+
90	TSLA Tesla, Inc.	0.4%	$176.44M	419.50K	+0.1%	▲ Add	3+
91	BRK-B Berkshire Hathaway Inc.	0.4%	$175.95M	351.63K	-3.3%	▼ Trim	3+
92	TSM Taiwan Semiconductor…	0.3%	$175.73M	367.98K	+8.4%	▲ Add	3+
93	MRK Merck & Co., Inc.	0.4%	$175.16M	1.36M	+3.9%	▲ Add	3+
94	SPDW State Street SPDR Portfolio…	0.2%	$172.94M	3.43M	+30.6%	▲ Add	3+
95	UNP Union Pacific Corporation	0.4%	$169.16M	621.89K	+14.2%	▲ Add	3+
96	RSP Invesco S&P 500 Equal…	0.7%	$167.51M	787.28K	-15.1%	▼ Trim	3+
97	IEI iShares 3-7 Year Treasury…	0.3%	$166.51M	1.42M	-6.3%	▼ Trim	3+
98	VCSH Vanguard Short-Term…	0.2%	$165.39M	2.09M	+22.4%	▲ Add	3+
99	TSLA Tesla, Inc.	0.4%	$163.49M	388.70K	+0.1%	▲ Add	3+
100	PNC The PNC Financial Services…	0.4%	$161.21M	654.76K	+0.3%	▲ Add	3+
101	VEA Vanguard FTSE Developed…	0.4%	$160.71M	2.26M	+3.0%	▲ Add	3+
102	VEU Vanguard FTSE All-World…	0.2%	$159.96M	1.91M	-4.6%	▼ Trim	3+
103	ORCL Oracle Corporation	0.3%	$156.25M	1.07M	+1.4%	▲ Add	3+
104	SHY iShares 1-3 Year Treasury…	0.3%	$153.28M	1.87M	+16.2%	▲ Add	3+
105	PNC The PNC Financial Services…	0.4%	$153.21M	622.26K	+0.3%	▲ Add	3+
106	UNP Union Pacific Corporation	0.4%	$152.55M	560.85K	+14.2%	▲ Add	3+
107	TRGP Targa Resources Corp.	0.4%	$152.44M	568.50K	+4.3%	▲ Add	3+
108	WFC Wells Fargo & Company	0.3%	$151.23M	1.83M	+15.6%	▲ Add	3+
109	ETR Entergy Corporation	0.3%	$151.06M	1.32M	+4.0%	▲ Add	3+
110	IGM iShares Expanded Tech…	0.2%	$150.19M	918.16K	-8.4%	▼ Trim	3+
111	VTI Vanguard Morningstar Total…	0.4%	$149.32M	403.52K	-0.9%	▼ Trim	3+
112	VONV Vanguard Russell 1000 Value…	0.2%	$149.06M	1.40M	+12.0%	▲ Add	3+
113	XLU State Street Utilities…	0.2%	$148.19M	3.27M	-1.2%	▼ Trim	3+
114	VTI Vanguard Morningstar Total…	0.4%	$147.08M	397.46K	-0.9%	▼ Trim	3+
115	COST Costco Wholesale Corporation	0.3%	$146.12M	156.19K	-13.5%	▼ Trim	3+
116	RDVY First Trust Rising Dividend…	0.2%	$144.88M	1.79M	+1.9%	▲ Add	3+
117	IEF iShares 7-10 Year Treasury…	0.2%	$143.46M	1.52M	-6.8%	▼ Trim	3+
118	IAU iShares Gold Trust	0.3%	$142.50M	1.89M	-43.7%	▼ Trim	3+
119	EBAY eBay Inc.	0.2%	$141.03M	1.26M	+5.9%	▲ Add	3+
120	AMAT Applied Materials, Inc.	0.3%	$140.88M	194.85K	+2.2%	▲ Add	3+
121	VEA Vanguard FTSE Developed…	0.4%	$140.84M	1.98M	+3.0%	▲ Add	3+
122	IWB iShares Russell 1000 ETF	0.2%	$140.38M	342.80K	-4.4%	▼ Trim	3+
123	XLY State Street Consumer…	0.2%	$139.90M	1.19M	+3.8%	▲ Add	3+
124	TRGP Targa Resources Corp.	0.4%	$139.52M	520.31K	+4.3%	▲ Add	3+
125	BNY Bank of New York Mellon Corp	0.4%	$139.28M	963.12K	+3.6%	▲ Add	3+
126	DGRO iShares Core Dividend…	0.3%	$137.76M	1.82M	+0.7%	▲ Add	3+
127	IVW iShares S&P 500 Growth ETF	0.2%	$136.39M	991.74K	-6.7%	▼ Trim	3+
128	BLK BlackRock, Inc.	0.3%	$135.15M	140.55K	+0.9%	▲ Add	3+
129	TLT iShares 20+ Year Treasury…	0.2%	$134.56M	1.56M	+48.8%	▲ Add	3+
130	RL Ralph Lauren Corporation	0.2%	$133.92M	333.61K	+9.2%	▲ Add	3+
131	MBB iShares MBS ETF	0.6%	$133.66M	1.41M	-4.1%	▼ Trim	3+
132	TT Trane Technologies plc	0.2%	$133.65M	272.12K	+1.5%	▲ Add	3+
133	VIG Vanguard Dividend…	0.2%	$132.26M	558.95K	-2.7%	▼ Trim	3+
134	ETR Entergy Corporation	0.3%	$131.94M	1.15M	+4.0%	▲ Add	3+
135	MO Altria Group, Inc.	0.2%	$131.66M	1.83M	+0.8%	▲ Add	3+
136	CAT Caterpillar Inc.	0.2%	$131.12M	123.13K	-11.8%	▼ Trim	3+
137	MU Micron Technology, Inc.	0.2%	$130.50M	113.06K	+7.3%	▲ Add	3+
138	AMD Advanced Micro Devices, Inc.	0.3%	$129.90M	223.61K	+36.6%	▲ Add	3+
139	XLK State Street Technology…	1.1%	$129.68M	680.69K	+4.0%	▲ Add	3+
140	AMD Advanced Micro Devices, Inc.	0.3%	$129.56M	223.04K	+36.6%	▲ Add	3+
141	XONA.DE Exxon Mobil Corporation	0.3%	$128.53M	940.06K	-0.2%	▼ Trim	3+
142	HD The Home Depot, Inc.	0.4%	$128.03M	363.01K	-3.9%	▼ Trim	3+
143	IBB iShares Biotechnology ETF	0.2%	$127.37M	669.69K	+1.6%	▲ Add	3+
144	IYT iShares U.S. Transportation…	0.1%	$125.48M	1.45M	+22962.0%	▲ Add	3+
145	CRWD CrowdStrike Holdings, Inc.	0.2%	$124.17M	162.71K	-0.1%	▼ Trim	3+
146	XONA.DE Exxon Mobil Corporation	0.3%	$124.15M	908.03K	-0.2%	▼ Trim	3+
147	VTWO Vanguard Russell 2000 ETF	0.2%	$122.40M	1.01M	+66.3%	▲ Add	3+
148	VGT Vanguard Information…	0.2%	$121.56M	1.02M	-2.9% ✂	▼ Trim	3+
149	JAAA Janus Henderson AAA CLO ETF	0.1%	$120.76M	2.39M	+6.2%	▲ Add	3+
150	SDVY First Trust SMID Cap Rising…	0.1%	$118.74M	2.75M	+3.8%	▲ Add	3+
151	BND Vanguard Total Bond Market…	0.3%	$118.45M	1.61M	+9.9%	▲ Add	3+
152	XLB State Street Materials…	0.1%	$117.90M	2.32M	+1537.6%	▲ Add	3+
153	SPYG State Street SPDR Portfolio…	0.4%	$117.49M	987.42K	+1.4%	▲ Add	3+
154	WMB The Williams Companies, Inc.	0.2%	$115.89M	1.56M	+7.0%	▲ Add	3+
155	LMT Lockheed Martin Corporation	0.2%	$115.61M	226.93K	+0.4%	▲ Add	3+
156	TSM Taiwan Semiconductor…	0.3%	$115.49M	241.83K	+8.4%	▲ Add	3+
157	SCHG Schwab U.S. Large-Cap…	0.1%	$113.28M	3.35M	+7.1%	▲ Add	3+
158	CVS CVS Health Corp.	0.2%	$112.80M	1.09M	+786.4%	▲ Add	3+
159	CVX Chevron Corporation	0.3%	$112.74M	680.12K	-5.3%	▼ Trim	3+
160	EMR Emerson Electric Co.	0.2%	$112.00M	782.38K	+3.5%	▲ Add	3+
161	MRK Merck & Co., Inc.	0.4%	$109.68M	853.55K	+3.9%	▲ Add	3+
162	BUFR FT Vest Laddered Buffer ETF	0.1%	$109.25M	2.99M	+38.6%	▲ Add	3+
163	BRK-B Berkshire Hathaway Inc.	0.4%	$109.08M	217.99K	-3.3%	▼ Trim	3+
164	NVS Novartis AG	0.2%	$107.87M	688.33K	+2.9%	▲ Add	3+
165	SCHW The Charles Schwab…	0.1%	$106.78M	1.16M	-3.6%	▼ Trim	3+
166	IUSB iShares Core Universal USD…	0.1%	$106.50M	2.31M	+31.2%	▲ Add	3+
167	GLD SPDR Gold Shares	0.2%	$106.26M	288.46K	-7.3%	▼ Trim	3+
168	EVRG Evergy, Inc.	0.2%	$106.03M	1.23M	+7.5%	▲ Add	3+
169	IWY iShares Russell Top 200…	0.2%	$105.82M	364.13K	-3.6%	▼ Trim	3+
170	ORCL Oracle Corporation	0.3%	$104.76M	714.82K	+1.4%	▲ Add	3+
171	GS The Goldman Sachs Group…	0.2%	$102.41M	101.26K	-11.6%	▼ Trim	3+
172	SCHD Schwab U.S. Dividend Equity…	0.1%	$101.45M	3.20M	+2.6%	▲ Add	3+
173	QQQ Invesco QQQ Trust, Series 1	0.9%	$100.85M	136.96K	-3.4%	▼ Trim	3+
174	PH Parker-Hannifin Corporation	0.2%	$100.84M	103.10K	+2.6%	▲ Add	3+
175	WFC Wells Fargo & Company	0.3%	$99.38M	1.20M	+15.6%	▲ Add	3+
176	BLK BlackRock, Inc.	0.3%	$99.05M	103.02K	+0.9%	▲ Add	3+
177	TLH iShares 10-20 Year Treasury…	0.4%	$98.69M	983.46K	+176.7%	▲ Add	3+
178	VB Vanguard Morningstar…	0.1%	$97.96M	323.17K	-5.0%	▼ Trim	3+
179	CGDV Capital Group Dividend…	0.1%	$95.64M	1.94M	+2.1%	▲ Add	3+
180	DVY iShares Select Dividend ETF	0.2%	$94.53M	604.80K	-1.2%	▼ Trim	3+
181	VO Vanguard Morningstar…	0.2%	$94.52M	1.17M	+5.8% ✂	▲ Add	3+
182	AMGN Amgen Inc.	0.2%	$94.49M	260.94K	-3.2%	▼ Trim	3+
183	VALE Vale S.A.	0.2%	$94.05M	6.25M	+10.8%	▲ Add	3+
184	DELL Dell Technologies Inc.	0.1%	$93.80M	217.41K	-9.2%	▼ Trim	3+
185	BSV Vanguard Short-Term Bond ETF	0.2%	$93.57M	1.20M	+15.8%	▲ Add	3+
186	WSM Williams-Sonoma, Inc.	0.1%	$92.83M	398.23K	+6.6%	▲ Add	3+
187	MA Mastercard Incorporated	0.1%	$91.86M	178.85K	-5.8%	▼ Trim	3+
188	ETN Eaton Corporation plc	0.4%	$91.30M	214.27K	+2.5%	▲ Add	3+
189	ECL Ecolab Inc.	0.2%	$91.06M	326.84K	+1.3%	▲ Add	3+
190	BND Vanguard Total Bond Market…	0.3%	$90.59M	1.23M	+9.9%	▲ Add	3+
191	ANET Arista Networks, Inc.	0.2%	$90.14M	530.62K	+10.3%	▲ Add	3+
192	IBM International Business…	0.2%	$89.37M	317.80K	-4.6%	▼ Trim	3+
193	VYM Vanguard High Dividend…	0.2%	$89.20M	564.48K	0.0%	▼ Trim	3+
194	BAC Bank of America Corporation	0.2%	$88.70M	1.56M	-4.0%	▼ Trim	3+
195	IVE iShares S&P 500 Value ETF	0.1%	$88.19M	388.40K	-24.5%	▼ Trim	3+
196	CVX Chevron Corporation	0.3%	$88.01M	530.92K	-5.3%	▼ Trim	3+
197	GLD SPDR Gold Shares	0.2%	$87.75M	238.21K	-7.3%	▼ Trim	3+
198	DYNF iShares U.S. Equity Factor…	0.1%	$87.52M	1.29M	+19.0%	▲ Add	3+
199	AZN AstraZeneca PLC	0.2%	$87.22M	459.98K	+5.8%	▲ Add	3+
200	BIV Vanguard Intermediate-Term…	0.1%	$87.14M	1.14M	+4.6%	▲ Add	3+
201	DGRO iShares Core Dividend…	0.3%	$86.03M	1.14M	+0.7%	▲ Add	3+
202	GPC Genuine Parts Company	0.2%	$85.18M	721.97K	+8.9%	▲ Add	3+
203	USHY iShares Broad USD High…	0.1%	$85.11M	2.30M	+474.9%	▲ Add	3+
204	COST Costco Wholesale Corporation	0.3%	$84.14M	89.94K	-13.5%	▼ Trim	3+
205	PWR Quanta Services, Inc.	0.4%	$83.60M	116.11K	+1.2%	▲ Add	3+
206	CRWD CrowdStrike Holdings, Inc.	0.2%	$83.26M	109.11K	-0.1%	▼ Trim	3+
207	COF Capital One Financial…	0.2%	$82.33M	410.40K	+2.9%	▲ Add	3+
208	PSX Phillips 66	0.1%	$79.90M	472.61K	+5.0%	▲ Add	3+
209	PG The Procter & Gamble Company	0.2%	$79.46M	541.87K	-2.0%	▼ Trim	3+
210	IAU iShares Gold Trust	0.3%	$78.00M	1.03M	-43.7%	▼ Trim	3+
211	PANW Palo Alto Networks, Inc.	0.2%	$76.93M	225.58K	-17.3%	▼ Trim	3+
212	AVEM Avantis Emerging Markets…	0.1%	$76.84M	796.35K	+10.3%	▲ Add	3+
213	BIL State Street SPDR Bloomberg…	0.1%	$76.40M	833.73K	+4.8%	▲ Add	3+
214	PH Parker-Hannifin Corporation	0.2%	$76.05M	77.75K	+2.6%	▲ Add	3+
215	VWO Vanguard FTSE Emerging…	0.1%	$75.99M	1.27M	-3.0%	▼ Trim	3+
216	BSV Vanguard Short-Term Bond ETF	0.2%	$75.69M	971.46K	+15.8%	▲ Add	3+
217	BNDX Vanguard Total…	0.1%	$75.64M	1.56M	+2.1%	▲ Add	3+
218	IWM iShares Russell 2000 ETF	0.4%	$75.16M	250.16K	-2.7%	▼ Trim	3+
219	AXP American Express Company	0.1%	$74.61M	220.57K	-0.5%	▼ Trim	3+
220	FTRB FEDERATED HERMES ETF TRUST	0.1%	$74.17M	2.96M	+15.7%	▲ Add	3+
221	AMAT Applied Materials, Inc.	0.3%	$73.83M	102.12K	+2.2%	▲ Add	3+
222	PANW Palo Alto Networks, Inc.	0.2%	$73.41M	215.25K	-17.3%	▼ Trim	3+
223	PEP PepsiCo, Inc.	0.2%	$73.26M	541.06K	-5.8%	▼ Trim	3+
224	ANET Arista Networks, Inc.	0.2%	$73.24M	431.15K	+10.3%	▲ Add	3+
225	AGG iShares Core U.S. Aggregate…	0.9%	$72.71M	734.61K	-2.1%	▼ Trim	3+
226	DVY iShares Select Dividend ETF	0.2%	$72.12M	461.44K	-1.2%	▼ Trim	3+
227	IGSB iShares 1-5 Year Investment…	0.2%	$71.83M	1.37M	+1.9%	▲ Add	3+
228	DIA State Street SPDR Dow Jones…	0.1%	$70.99M	135.89K	-11.0%	▼ Trim	3+
229	MRVL Marvell Technology, Inc.	0.1%	$70.72M	237.40K	-22.7%	▼ Trim	3+
230	EVRG Evergy, Inc.	0.2%	$70.71M	818.07K	+7.5%	▲ Add	3+
231	IBM International Business…	0.2%	$70.62M	251.13K	-4.6%	▼ Trim	3+
232	TWLO Twilio Inc.	0.1%	$70.00M	339.25K	+10.9%	▲ Add	3+
233	C Citigroup Inc.	0.1%	$69.72M	498.16K	+111.3%	▲ Add	3+
234	VOT Vanguard Morningstar…	0.1%	$69.02M	225.34K	-7.5%	▼ Trim	3+
235	EFV iShares MSCI EAFE Value ETF	0.1%	$68.97M	900.92K	-45.2%	▼ Trim	3+
236	DE Deere & Company	0.1%	$68.74M	108.37K	-11.1%	▼ Trim	3+
237	KO The Coca-Cola Company	1.4%	$67.23M	827.20K	-5.8%	▼ Trim	3+
238	PG The Procter & Gamble Company	0.2%	$67.15M	457.92K	-2.0%	▼ Trim	3+
239	KO The Coca-Cola Company	1.4%	$66.37M	816.66K	-5.8%	▼ Trim	3+
240	BAC Bank of America Corporation	0.2%	$66.05M	1.16M	-4.0%	▼ Trim	3+
241	DIVO Amplify CWP Enhanced…	0.1%	$65.48M	1.43M	+2.5%	▲ Add	3+
242	WM Waste Management, Inc.	0.1%	$65.23M	292.66K	-4.8%	▼ Trim	3+
243	NFLX Netflix, Inc.	0.1%	$64.60M	904.74K	-6.2%	▼ Trim	3+
244	IWP iShares Russell Mid-Cap…	0.1%	$64.46M	440.25K	+0.6%	▲ Add	3+
245	O Realty Income Corporation	0.1%	$64.36M	1.04M	+3.1%	▲ Add	3+
246	TPR Tapestry, Inc.	0.1%	$64.18M	438.48K	+8.7%	▲ Add	3+
247	IWR iShares Russell Mid-Cap ETF	0.5%	$64.15M	581.51K	-1.4%	▼ Trim	3+
248	IGIB iShares 5-10 Year…	0.1%	$64.00M	1.20M	-0.9%	▼ Trim	3+
249	VOE Vanguard Morningstar…	0.1%	$63.65M	322.09K	-0.6%	▼ Trim	3+
250	SOXX iShares Semiconductor ETF	0.1%	$63.60M	99.26K	+5.6%	▲ Add	3+
251	SHY iShares 1-3 Year Treasury…	0.3%	$63.58M	774.37K	+16.2%	▲ Add	3+
252	VO Vanguard Morningstar…	0.2%	$63.46M	787.65K	+5.8% ✂	▲ Add	3+
253	CAT Caterpillar Inc.	0.2%	$63.31M	59.45K	-11.8%	▼ Trim	3+
254	AZN AstraZeneca PLC	0.2%	$63.30M	333.81K	+5.8%	▲ Add	3+
255	ARES Ares Management Corporation	0.1%	$63.15M	567.33K	+3.9%	▲ Add	3+
256	UNH UnitedHealth Group…	0.1%	$62.92M	151.38K	+1.5%	▲ Add	3+
257	DUK Duke Energy Corporation	0.1%	$62.81M	496.20K	+0.4%	▲ Add	3+
258	MO Altria Group, Inc.	0.2%	$62.34M	866.46K	+0.8%	▲ Add	3+
259	MUB iShares National Muni Bond…	0.1%	$61.59M	572.27K	-3.6%	▼ Trim	3+
260	FVD First Trust Value Line…	0.1%	$61.34M	1.27M	-0.3%	▼ Trim	3+
261	SDY State Street SPDR S&P…	0.1%	$60.77M	399.35K	-2.8%	▼ Trim	3+
262	GD General Dynamics Corporation	0.1%	$60.71M	171.39K	-4.5%	▼ Trim	3+
263	EMR Emerson Electric Co.	0.2%	$60.43M	422.13K	+3.5%	▲ Add	3+
264	QCOM QUALCOMM Incorporated	0.1%	$60.42M	326.98K	-39.5%	▼ Trim	3+
265	KNG FT Cboe Vest S&P 500…	0.1%	$60.36M	1.20M	-0.5%	▼ Trim	3+
266	FOXA Fox Corporation	0.1%	$60.09M	1.15M	+62.5%	▲ Add	3+
267	TT Trane Technologies plc	0.2%	$59.53M	121.21K	+1.5%	▲ Add	3+
268	MS Morgan Stanley	0.1%	$58.93M	281.90K	-2.4%	▼ Trim	3+
269	SO The Southern Company	0.1%	$58.81M	614.41K	+4.1%	▲ Add	3+
270	VIG Vanguard Dividend…	0.2%	$58.79M	248.47K	-2.7%	▼ Trim	3+
271	TNL Travel + Leisure Co.	0.1%	$58.47M	765.06K	+9.6%	▲ Add	3+
272	VGIT Vanguard Intermediate-Term…	0.1%	$58.07M	984.60K	+4.5%	▲ Add	3+
273	VYM Vanguard High Dividend…	0.2%	$57.88M	366.28K	0.0%	▼ Trim	3+
274	VALE Vale S.A.	0.2%	$57.68M	3.84M	+10.8%	▲ Add	3+
275	QQQM Invesco NASDAQ 100 ETF	0.1%	$57.41M	189.50K	+20.2%	▲ Add	3+
276	SGOV iShares 0-3 Month Treasury…	0.1%	$57.18M	568.00K	-2.6%	▼ Trim	3+
277	LOW Lowe's Companies, Inc.	0.1%	$57.17M	259.30K	-5.9%	▼ Trim	3+
278	CVS CVS Health Corp.	0.2%	$56.95M	550.49K	+786.4%	▲ Add	3+
279	LQDT Liquidity Services, Inc.	0.1%	$56.68M	1.45M	0.0%	Held	3+
280	CSL Carlisle Companies…	0.1%	$56.56M	155.91K	+0.8%	▲ Add	3+
281	GEV GE Vernova Inc.	0.1%	$56.44M	48.04K	+2.9%	▲ Add	3+
282	IGSB iShares 1-5 Year Investment…	0.2%	$56.32M	1.07M	+1.9%	▲ Add	3+
283	INTC Intel Corp.	0.1%	$56.31M	403.25K	+3.2%	▲ Add	3+
284	NFLX Netflix, Inc.	0.1%	$56.07M	785.30K	-6.2%	▼ Trim	3+
285	ASML ASML Holding N.V.	0.1%	$55.92M	28.11K	-13.4%	▼ Trim	3+
286	VGLT Vanguard Long-Term Treasury…	0.1%	$55.56M	1.01M	-4.1%	▼ Trim	3+
287	VRT Vertiv Holdings Co	0.1%	$55.50M	165.77K	+15.6%	▲ Add	3+
288	AAPL Apple Inc.	2.4%	$55.32M	191.19K	+0.2%	▲ Add	3+
289	MDY State Street SPDR S&P…	0.1%	$55.20M	78.49K	+1.5%	▲ Add	3+
290	SPTS State Street SPDR Portfolio…	0.1%	$55.20M	1.90M	+4.3%	▲ Add	3+
291	IJT iShares S&P Small-Cap 600…	0.1%	$54.80M	306.81K	+33.1%	▲ Add	3+
292	EFG iShares MSCI EAFE Growth ETF	0.1%	$54.63M	439.09K	-0.1%	▼ Trim	3+
293	PEP PepsiCo, Inc.	0.2%	$54.33M	401.24K	-5.8%	▼ Trim	3+
294	GS The Goldman Sachs Group…	0.2%	$54.25M	53.64K	-11.6%	▼ Trim	3+
295	MODL VICTORY PORTFOLIOS II	0.1%	$54.19M	1.06M	+20.0%	▲ Add	3+
296	COKE Coca-Cola Consolidated, Inc.	0.1%	$54.10M	283.39K	+0.7%	▲ Add	3+
297	FIXD First Trust Smith…	0.1%	$54.09M	1.24M	+3.0%	▲ Add	3+
298	NVDA NVIDIA Corporation	2.4%	$53.95M	269.65K	-1.8%	▼ Trim	3+
299	JEPI JPMorgan Equity Premium…	0.1%	$53.61M	949.15K	-3.1%	▼ Trim	3+
300	CRBG Corebridge Financial, Inc.	0.1%	$53.38M	1.86M	+3.5%	▲ Add	3+
301	VZ Verizon Communications Inc.	0.1%	$52.92M	1.25M	-2.3%	▼ Trim	3+
302	XLI State Street Industrial…	0.1%	$52.88M	285.49K	+9.2%	▲ Add	3+
303	UCON First Trust Smith…	0.1%	$52.09M	2.09M	+9.8%	▲ Add	3+
304	IEI iShares 3-7 Year Treasury…	0.3%	$51.55M	438.88K	-6.3%	▼ Trim	3+
305	MCK McKesson Corporation	0.1%	$51.18M	67.73K	-0.5%	▼ Trim	3+
306	QCOM QUALCOMM Incorporated	0.1%	$51.03M	276.14K	-39.5%	▼ Trim	3+
307	MDT Medtronic plc	0.1%	$50.55M	646.20K	-56.4%	▼ Trim	3+
308	MCD McDonald's Corporation	0.1%	$50.55M	187.01K	-5.5%	▼ Trim	3+
309	JLL Jones Lang LaSalle…	0.1%	$50.30M	162.29K	+5.4%	▲ Add	3+
310	DVN Devon Energy Corporation	0.1%	$50.17M	1.21M	+56.7%	▲ Add	3+
311	VRT Vertiv Holdings Co	0.1%	$49.32M	147.32K	+15.6%	▲ Add	3+
312	TGT Target Corporation	0.1%	$49.11M	376.02K	+15.9%	▲ Add	3+
313	COF Capital One Financial…	0.2%	$49.04M	244.47K	+2.9%	▲ Add	3+
314	DIS The Walt Disney Company	0.1%	$48.66M	505.55K	-8.1%	▼ Trim	3+
315	DVN Devon Energy Corporation	0.1%	$47.97M	1.16M	+56.7%	▲ Add	3+
316	OSK Oshkosh Corp	0.1%	$47.69M	310.71K	+11.1%	▲ Add	3+
317	NEE NextEra Energy, Inc.	0.1%	$47.58M	542.06K	-1.1%	▼ Trim	3+
318	LIN Linde plc	0.1%	$47.48M	91.49K	-9.3%	▼ Trim	3+
319	TJX The TJX Companies, Inc.	0.1%	$47.30M	312.24K	-2.2%	▼ Trim	3+
320	CSL Carlisle Companies…	0.1%	$46.93M	129.38K	+0.8%	▲ Add	3+
321	MINT PIMCO Enhanced Short…	0.1%	$46.59M	462.19K	-1.8%	▼ Trim	3+
322	ABT Abbott Laboratories	0.1%	$46.44M	511.82K	-10.2%	▼ Trim	3+
323	VCIT Vanguard Intermediate-Term…	0.1%	$46.20M	559.01K	-42.3%	▼ Trim	3+
324	VT Vanguard Total World Stock…	0.1%	$45.88M	292.29K	+1.6%	▲ Add	3+
325	WMB The Williams Companies, Inc.	0.2%	$45.72M	615.02K	+7.0%	▲ Add	3+
326	ABT Abbott Laboratories	0.1%	$45.66M	503.20K	-10.2%	▼ Trim	3+
327	JCPB JPMorgan Core Plus Bond ETF	0.1%	$45.59M	971.21K	+60.7%	▲ Add	3+
328	BA The Boeing Company	0.1%	$45.46M	210.01K	-2.3%	▼ Trim	3+
329	MCD McDonald's Corporation	0.1%	$45.41M	167.98K	-5.5%	▼ Trim	3+
330	GLW Corning Inc	0.1%	$45.28M	177.28K	-0.7%	▼ Trim	3+
331	SCHB Schwab U.S. Broad Market ETF	0.1%	$45.08M	1.56M	+0.5%	▲ Add	3+
332	FTCS First Trust Capital…	0.1%	$44.64M	475.31K	-12.0%	▼ Trim	3+
333	NEE NextEra Energy, Inc.	0.1%	$44.17M	503.23K	-1.1%	▼ Trim	3+
334	DE Deere & Company	0.1%	$44.09M	69.51K	-11.1%	▼ Trim	3+
335	MTUM iShares MSCI USA Momentum…	0.1%	$43.85M	127.92K	-15.5%	▼ Trim	3+
336	ASML ASML Holding N.V.	0.1%	$43.83M	22.03K	-13.4%	▼ Trim	3+
337	FDL First Trust Morningstar…	0.1%	$43.79M	899.84K	+19.8%	▲ Add	3+
338	GE GE Aerospace	0.1%	$43.24M	115.71K	+1.4%	▲ Add	3+
339	PSX Phillips 66	0.1%	$43.11M	255.04K	+5.0%	▲ Add	3+
340	CSX CSX Corporation	0.1%	$43.11M	906.92K	+2.3%	▲ Add	3+
341	HDV iShares Core High Dividend…	0.1%	$42.64M	1.56M	0.0% ✂	Held	3+
342	MDT Medtronic plc	0.1%	$42.60M	544.55K	-56.4%	▼ Trim	3+
343	IVV iShares Core S&P 500 ETF	6.4%	$42.58M	56.85K	+2.3%	▲ Add	3+
344	SDY State Street SPDR S&P…	0.1%	$42.54M	279.52K	-2.8%	▼ Trim	3+
345	NVS Novartis AG	0.2%	$42.53M	271.35K	+2.9%	▲ Add	3+
346	C Citigroup Inc.	0.1%	$42.33M	302.44K	+111.3%	▲ Add	3+
347	AMGN Amgen Inc.	0.2%	$42.22M	116.58K	-3.2%	▼ Trim	3+
348	VYMI Vanguard International High…	0.1%	$42.00M	427.68K	+67.7%	▲ Add	3+
349	SPHQ Invesco S&P 500 Quality ETF	0.1%	$41.80M	463.96K	+18.0%	▲ Add	3+
350	PFF iShares Preferred and…	0.1%	$41.61M	1.36M	-6.6%	▼ Trim	3+
351	LMT Lockheed Martin Corporation	0.2%	$41.43M	81.32K	+0.4%	▲ Add	3+
352	TLT iShares 20+ Year Treasury…	0.2%	$41.22M	476.98K	+48.8%	▲ Add	3+
353	EBAY eBay Inc.	0.2%	$40.98M	366.72K	+5.9%	▲ Add	3+
354	VGT Vanguard Information…	0.2%	$40.98M	342.85K	-2.9% ✂	▼ Trim	3+
355	KMI Kinder Morgan, Inc.	0.1%	$40.66M	1.27M	+0.7%	▲ Add	3+
356	JPIE JPMorgan Income ETF	0.0%	$40.51M	879.72K	+8.6%	▲ Add	3+
357	FERG Ferguson plc	0.1%	$40.50M	170.66K	-1.0%	▼ Trim	3+
358	TGT Target Corporation	0.1%	$40.47M	309.85K	+15.9%	▲ Add	3+
359	HCA HCA Healthcare, Inc.	0.1%	$40.44M	103.72K	-43.0%	▼ Trim	3+
360	UBND VICTORY PORTFOLIOS II	0.0%	$39.98M	1.84M	+19.7%	▲ Add	2
361	CB Chubb Limited	0.1%	$39.92M	117.16K	-2.0%	▼ Trim	3+
362	EFG iShares MSCI EAFE Growth ETF	0.1%	$39.90M	320.70K	-0.1%	▼ Trim	3+
363	TPR Tapestry, Inc.	0.1%	$39.88M	272.45K	+8.7%	▲ Add	3+
364	LOW Lowe's Companies, Inc.	0.1%	$39.77M	180.36K	-5.9%	▼ Trim	3+
365	IWS iShares Russell Mid-Cap…	0.1%	$39.60M	240.58K	-0.9%	▼ Trim	3+
366	BMY Bristol-Myers Squibb Company	0.1%	$39.39M	683.63K	+0.4%	▲ Add	3+
367	ISRG Intuitive Surgical, Inc.	0.1%	$39.38M	99.03K	-3.1%	▼ Trim	3+
368	MS Morgan Stanley	0.1%	$39.18M	187.41K	-2.4%	▼ Trim	3+
369	MSFT Microsoft Corporation	1.9%	$39.01M	104.59K	-0.6%	▼ Trim	3+
370	RL Ralph Lauren Corporation	0.2%	$38.95M	97.03K	+9.2%	▲ Add	3+
371	MUB iShares National Muni Bond…	0.1%	$38.88M	361.29K	-3.6%	▼ Trim	3+
372	GE GE Aerospace	0.1%	$38.78M	103.78K	+1.4%	▲ Add	3+
373	UNH UnitedHealth Group…	0.1%	$38.46M	92.53K	+1.5%	▲ Add	3+
374	IJK iShares S&P Mid-Cap 400…	0.1%	$38.20M	325.10K	+7.7%	▲ Add	3+
375	VBR Vanguard Morningstar…	0.1%	$38.19M	157.16K	-31.4%	▼ Trim	3+
376	AFL Aflac Incorporated	0.1%	$38.15M	325.37K	-4.8%	▼ Trim	3+
377	TXN Texas Instruments…	0.1%	$37.96M	127.36K	+14.7%	▲ Add	3+
378	SBUX Starbucks Corporation	0.1%	$37.96M	371.48K	-6.2%	▼ Trim	3+
379	GD General Dynamics Corporation	0.1%	$37.91M	107.01K	-4.5%	▼ Trim	3+
380	DFAC Dimensional - US Core…	0.0%	$37.61M	847.84K	+5.1%	▲ Add	3+
381	SHV iShares Trust iShares 0-1…	0.1%	$37.38M	338.75K	-0.1%	▼ Trim	3+
382	VMBS Vanguard Mortgage-Backed…	0.0%	$37.20M	794.66K	+1.7%	▲ Add	3+
383	COWZ Pacer US Cash Cows 100 ETF	0.0%	$36.97M	594.38K	-15.2%	▼ Trim	3+
384	JEPQ JPMorgan Nasdaq Equity…	0.0%	$36.83M	599.18K	+2.4%	▲ Add	3+
385	SPSM State Street SPDR Portfolio…	0.1%	$36.66M	635.62K	-1.9%	▼ Trim	3+
386	DFUS Dimensional U.S. Equity ETF	0.1%	$36.65M	447.30K	+0.4%	▲ Add	3+
387	TXN Texas Instruments…	0.1%	$36.28M	121.73K	+14.7%	▲ Add	3+
388	USB U.S. Bancorp	0.1%	$36.26M	600.41K	-2.7%	▼ Trim	3+
389	ECL Ecolab Inc.	0.2%	$36.24M	130.06K	+1.3%	▲ Add	3+
390	JMBS Janus Henderson…	0.0%	$36.17M	803.93K	+8.8%	▲ Add	3+
391	CWI State Street SPDR MSCI ACWI…	0.1%	$36.01M	885.54K	+0.6%	▲ Add	3+
392	FLOT iShares Floating Rate Bond…	0.1%	$35.84M	702.01K	+0.8%	▲ Add	3+
393	BAI iShares A.I. Innovation and…	0.0%	$35.78M	678.73K	-8.6%	▼ Trim	3+
394	XLE State Street Energy Select…	0.1%	$35.63M	670.83K	+4.0%	▲ Add	3+
395	BKNG Booking Holdings Inc.	0.1%	$35.38M	198.51K	-15.9% ✂	▼ Trim	3+
396	FTSM First Trust Enhanced Short…	0.0%	$35.28M	590.59K	+6.1%	▲ Add	3+
397	HDV iShares Core High Dividend…	0.1%	$35.26M	1.29M	0.0% ✂	Held	3+
398	JBL Jabil Inc.	0.1%	$34.92M	90.59K	+26.9%	▲ Add	3+
399	DFIV Dimensional - International…	0.0%	$34.77M	643.56K	+0.8%	▲ Add	3+
400	VGSH Vanguard Short-Term…	0.1%	$34.47M	592.34K	-11.6%	▼ Trim	3+
401	APH Amphenol Corporation	0.1%	$34.43M	195.30K	+10.5%	▲ Add	3+
402	NUE Nucor Corporation	0.0%	$33.87M	152.06K	-1.7%	▼ Trim	3+
403	HON Honeywell International Inc.	0.1%	$33.84M	151.12K	-4.2% ✂	▼ Trim	3+
404	DIS The Walt Disney Company	0.1%	$33.83M	351.49K	-8.1%	▼ Trim	3+
405	TWLO Twilio Inc.	0.1%	$33.81M	163.86K	+10.9%	▲ Add	3+
406	FDN First Trust Dow Jones…	0.0%	$33.75M	127.50K	-3.6%	▼ Trim	3+
407	VPL Vanguard FTSE Pacific ETF	0.0%	$33.69M	291.23K	-3.3%	▼ Trim	3+
408	HONA Honeywell Aerospace Inc	0.1%	$33.61M	152.02K	Novo	New	1
409	BILS State Street SPDR Bloomberg…	0.0%	$33.45M	336.54K	+18.3%	▲ Add	3+
410	MSI Motorola Solutions, Inc.	0.0%	$33.39M	80.41K	-0.8%	▼ Trim	3+
411	BINC iShares Flexible Income…	0.0%	$33.29M	636.10K	-15.8%	▼ Trim	3+
412	ITA iShares U.S. Aerospace &…	0.1%	$33.06M	136.38K	+4.0%	▲ Add	3+
413	SPTL State Street SPDR Portfolio…	0.0%	$32.96M	1.26M	+18.6%	▲ Add	3+
414	PLD Prologis, Inc.	0.1%	$32.95M	243.19K	+0.9%	▲ Add	3+
415	VXUS Vanguard Total…	0.0%	$32.94M	385.27K	+17.2%	▲ Add	3+
416	XLV State Street Health Care…	0.5%	$32.72M	206.25K	+2.1%	▲ Add	3+
417	AMP Ameriprise Financial, Inc.	0.1%	$32.59M	71.03K	-5.7%	▼ Trim	3+
418	FTLS First Trust Long/Short…	0.0%	$32.41M	439.13K	+2.0%	▲ Add	3+
419	MET MetLife, Inc.	0.0%	$32.29M	381.65K	-6.1%	▼ Trim	3+
420	ROK Rockwell Automation, Inc.	0.0%	$32.09M	64.83K	-2.9%	▼ Trim	3+
421	VZ Verizon Communications Inc.	0.1%	$31.94M	754.45K	-2.3%	▼ Trim	3+
422	BIL State Street SPDR Bloomberg…	0.1%	$31.92M	348.36K	+4.8%	▲ Add	3+
423	SPHY State Street SPDR Portfolio…	0.0%	$31.77M	1.36M	+92.2%	▲ Add	3+
424	ACWI iShares MSCI ACWI ETF	0.0%	$31.70M	201.94K	+4.3%	▲ Add	3+
425	CGGR Capital Group Growth ETF	0.0%	$31.56M	668.67K	-2.5%	▼ Trim	3+
426	EFV iShares MSCI EAFE Value ETF	0.1%	$31.45M	410.83K	-45.2%	▼ Trim	3+
427	FCX Freeport-McMoRan Inc.	0.1%	$31.33M	498.14K	+314.8%	▲ Add	3+
428	SPYM State Street SPDR Portfolio…	0.0%	$31.28M	355.90K	+27.7%	▲ Add	3+
429	AXP American Express Company	0.1%	$31.22M	92.30K	-0.5%	▼ Trim	3+
430	QTEC First Trust…	0.0%	$31.21M	93.24K	+45.5%	▲ Add	3+
431	APTV Aptiv PLC	0.1%	$31.15M	507.56K	+13.6%	▲ Add	3+
432	JBL Jabil Inc.	0.1%	$31.12M	80.72K	+26.9%	▲ Add	3+
433	MRSH Marsh & McLennan Companies…	0.0%	$30.99M	185.92K	-8.7%	▼ Trim	3+
434	FPEI First Trust Institutional…	0.0%	$30.97M	1.61M	+9.4%	▲ Add	3+
435	SBUX Starbucks Corporation	0.1%	$30.93M	302.68K	-6.2%	▼ Trim	3+
436	EMEQ NOMURA ETF TR	0.0%	$30.82M	423.07K	+33.2%	▲ Add	3+
437	OSK Oshkosh Corp	0.1%	$30.76M	200.43K	+11.1%	▲ Add	3+
438	COR Cencora, Inc.	0.1%	$30.73M	108.60K	-29.9%	▼ Trim	3+
439	BRK-A Berkshire Hathaway Inc.	0.0%	$30.70M	41	-2.2%	▼ Trim	3+
440	EEM iShares MSCI Emerging…	0.1%	$30.67M	448.36K	+6.5%	▲ Add	3+
441	FTXL First Trust Nasdaq…	0.0%	$30.64M	107.53K	+0.3%	▲ Add	3+
442	IWO iShares Russell 2000 Growth…	0.1%	$30.57M	77.60K	-6.0%	▼ Trim	3+
443	DHR Danaher Corporation	0.1%	$30.50M	160.10K	-5.2%	▼ Trim	3+
444	SO The Southern Company	0.1%	$30.36M	317.22K	+4.1%	▲ Add	3+
445	UBER Uber Technologies, Inc.	0.0%	$30.29M	419.75K	-14.6%	▼ Trim	3+
446	BMY Bristol-Myers Squibb Company	0.1%	$30.20M	524.07K	+0.4%	▲ Add	3+
447	IWS iShares Russell Mid-Cap…	0.1%	$30.07M	182.69K	-0.9%	▼ Trim	3+
448	MA Mastercard Incorporated	0.1%	$29.91M	58.24K	-5.8%	▼ Trim	3+
449	GEV GE Vernova Inc.	0.1%	$29.58M	25.18K	+2.9%	▲ Add	3+
450	PRF Invesco RAFI US 1000 ETF	0.0%	$29.50M	545.99K	-0.8%	▼ Trim	3+
451	BOND PIMCO Active Bond…	0.0%	$29.50M	319.92K	+0.4%	▲ Add	3+
452	CATH GLOBAL X FDS	0.0%	$29.49M	333.26K	+23.1%	▲ Add	3+
453	BKNG Booking Holdings Inc.	0.1%	$29.45M	165.22K	-15.9% ✂	▼ Trim	3+
454	INTC Intel Corp.	0.1%	$29.35M	210.22K	+3.2%	▲ Add	3+
455	BLV Vanguard Long-Term Bond ETF	0.0%	$29.31M	425.28K	+0.3%	▲ Add	3+
456	TMO Thermo Fisher Scientific…	0.1%	$29.31M	58.45K	-4.0%	▼ Trim	3+
457	EEM iShares MSCI Emerging…	0.1%	$29.16M	426.29K	+6.5%	▲ Add	3+
458	TJX The TJX Companies, Inc.	0.1%	$29.00M	191.42K	-2.2%	▼ Trim	3+
459	SMMD iShares Russell 2500 ETF	0.0%	$28.92M	315.58K	+16.9%	▲ Add	3+
460	MU Micron Technology, Inc.	0.2%	$28.89M	25.03K	+7.3%	▲ Add	3+
461	ABBV AbbVie Inc.	0.8%	$28.85M	114.64K	+4.8%	▲ Add	3+
462	JPM JPMorgan Chase & Co.	1.2%	$28.62M	87.45K	+0.4%	▲ Add	3+
463	PFE Pfizer Inc.	0.1%	$28.57M	1.19M	-0.9%	▼ Trim	3+
464	STX Seagate Technology Holdings…	0.0%	$28.48M	29.51K	-0.7%	▼ Trim	3+
465	IBDS iShares iBonds Dec 2027…	0.0%	$28.47M	1.18M	+2.5%	▲ Add	3+
466	PLTR Palantir Technologies Inc.	0.0%	$28.35M	242.99K	-37.7%	▼ Trim	3+
467	XLF State Street Financial…	0.7%	$28.32M	528.20K	+4.1%	▲ Add	3+
468	VHT Vanguard Health Care ETF	0.0%	$28.28M	94.58K	-1.1%	▼ Trim	3+
469	JLL Jones Lang LaSalle…	0.1%	$28.10M	90.66K	+5.4%	▲ Add	3+
470	PFE Pfizer Inc.	0.1%	$28.07M	1.17M	-0.9%	▼ Trim	3+
471	CMI Cummins Inc.	0.1%	$27.90M	39.12K	+10.2%	▲ Add	3+
472	VWO Vanguard FTSE Emerging…	0.1%	$27.85M	466.64K	-3.0%	▼ Trim	3+
473	GPC Genuine Parts Company	0.2%	$27.80M	235.64K	+8.9%	▲ Add	3+
474	LQD iShares iBoxx $ Investment…	0.0%	$27.78M	254.72K	-31.0%	▼ Trim	3+
475	T AT&T Inc.	0.1%	$27.52M	1.33M	-53.9%	▼ Trim	3+
476	PPA Invesco Aerospace & Defense…	0.0%	$27.48M	155.59K	+1.9%	▲ Add	3+
477	MDY State Street SPDR S&P…	0.1%	$27.36M	38.90K	+1.5%	▲ Add	3+
478	VB Vanguard Morningstar…	0.1%	$27.20M	89.72K	-5.0%	▼ Trim	3+
479	MGC Vanguard Morningstar Mega…	0.1%	$27.16M	99.28K	-3.5%	▼ Trim	3+
480	ENB Enbridge Inc.	0.1%	$27.16M	500.94K	+2.0%	▲ Add	3+
481	CIBR First Trust Nasdaq…	0.0%	$27.12M	301.81K	-2.3%	▼ Trim	3+
482	VRTX Vertex Pharmaceuticals…	0.1%	$27.05M	54.47K	-6.5%	▼ Trim	3+
483	MNST Monster Beverage Corporation	0.1%	$26.99M	280.80K	-0.4%	▼ Trim	3+
484	SPYV State Street SPDR Portfolio…	0.0%	$26.87M	442.05K	-1.9%	▼ Trim	3+
485	JNJ Johnson & Johnson	0.7%	$26.83M	105.63K	+6.3%	▲ Add	3+
486	UL Unilever PLC	0.0%	$26.78M	445.42K	-24.4%	▼ Trim	3+
487	T AT&T Inc.	0.1%	$26.73M	1.29M	-53.9%	▼ Trim	3+
488	LIN Linde plc	0.1%	$26.71M	51.47K	-9.3%	▼ Trim	3+
489	IWP iShares Russell Mid-Cap…	0.1%	$26.57M	181.51K	+0.6%	▲ Add	3+
490	TMUS T-Mobile US, Inc.	0.0%	$26.57M	158.39K	+2.3%	▲ Add	3+
491	COP ConocoPhillips	0.1%	$26.40M	253.92K	-0.4%	▼ Trim	3+
492	DUK Duke Energy Corporation	0.1%	$26.36M	208.25K	+0.4%	▲ Add	3+
493	IGLD FIRST TR EXCHANGE-TRADED FD	0.0%	$26.18M	1.24M	+12.6%	▲ Add	3+
494	EZM WISDOMTREE TR	0.0%	$26.17M	345.28K	+5.1%	▲ Add	3+
495	SPGI S&P Global Inc.	0.0%	$26.04M	63.95K	-0.7%	▼ Trim	3+
496	NOW ServiceNow, Inc.	0.0%	$25.97M	261.61K	+19.5%	▲ Add	3+
497	BE Bloom Energy Corporation	0.0%	$25.97M	85.79K	+4.7%	▲ Add	3+
498	VRTX Vertex Pharmaceuticals…	0.1%	$25.94M	52.22K	-6.5%	▼ Trim	3+
499	MMM 3M Company	0.0%	$25.91M	160.02K	-2.8%	▼ Trim	3+
500	DHI D.R. Horton, Inc.	0.0%	$25.74M	158.02K	-5.0%	▼ Trim	3+

Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso
HONA Honeywell Aerospace Inc	255.19K	—	Novo	$56.42M	0.1%
CORO iShares International…	595.53K	—	Novo	$21.80M	0.0%
SPCX Space Exploration…	107.18K	—	Novo	$18.31M	0.0%
IALT iShares Systematic…	642.67K	—	Novo	$18.03M	0.0%
GGOV iShares Global…	301.43K	—	Novo	$15.16M	0.0%
WCMI	363.21K	—	Novo	$7.11M	0.0%
JSMD	59.81K	—	Novo	$6.05M	0.0%
GFS GLOBALFOUNDRIES Inc.	59.99K	—	Novo	$4.94M	0.0%
GRDN Guardian Pharmacy…	98.89K	—	Novo	$4.14M	0.0%
PEB Pebblebrook Hotel Trust	206.18K	—	Novo	$4.00M	0.0%
AVIV	68.04K	—	Novo	$3.98M	0.0%
FDXF FedEx Freight Holding…	23.24K	—	Novo	$3.51M	0.0%
PTF	21.61K	—	Novo	$2.95M	0.0%
HYDB	49.85K	—	Novo	$2.33M	0.0%
NASA	65.88K	—	Novo	$2.00M	0.0%
FIIG	93.77K	—	Novo	$1.94M	0.0%
FRO Frontline Plc	48.66K	—	Novo	$1.69M	0.0%
EELV	49.37K	—	Novo	$1.37M	0.0%
MRNA Moderna, Inc.	17.89K	—	Novo	$1.25M	0.0%
ISHG	16.48K	—	Novo	$1.22M	0.0%
AYA	55.05K	—	Novo	$1.04M	0.0%
PURR Hyperliquid Strategies…	122.31K	—	Novo	$984,628	0.0%
DRAM Roundhill Memory ETF	13.06K	—	Novo	$964,703	0.0%
CHPX	8.96K	—	Novo	$952,006	0.0%
IIPR Innovative Industrial…	15.09K	—	Novo	$935,092	0.0%
PFRL	16.07K	—	Novo	$794,578	0.0%
AAOI Applied…	5.26K	—	Novo	$779,617	0.0%
EFAA	13.82K	—	Novo	$770,748	0.0%
EWY iShares MSCI South…	3.58K	—	Novo	$722,382	0.0%
CVLT Commvault Systems, Inc.	5.07K	—	Novo	$718,288	0.0%
THNQ	7.79K	—	Novo	$710,709	0.0%
PENG Penguin Solutions, Inc.	8.99K	—	Novo	$683,634	0.0%
INFQ Infleqtion Inc	51.16K	—	Novo	$681,451	0.0%
BTG B2Gold Corp.	179.50K	—	Novo	$671,330	0.0%
FIGB	15.33K	—	Novo	$656,677	0.0%
UFO	12.88K	—	Novo	$652,781	0.0%
MCY Mercury General…	6.00K	—	Novo	$639,220	0.0%
ALGM Allegro MicroSystems…	9.17K	—	Novo	$638,137	0.0%
RVMD Revolution Medicines…	3.32K	—	Novo	$621,208	0.0%
AMKR Amkor Technology, Inc.	7.04K	—	Novo	$606,974	0.0%
FTXR	13.06K	—	Novo	$595,176	0.0%
FOUR Shift4 Payments, Inc.	12.19K	—	Novo	$592,995	0.0%
IWMI	11.04K	—	Novo	$590,914	0.0%
CYTK Cytokinetics…	6.90K	—	Novo	$588,152	0.0%
TTEK Tetra Tech, Inc.	20.10K	—	Novo	$580,566	0.0%
XTEN	12.74K	—	Novo	$580,552	0.0%
FIG Figma, Inc.	32.06K	—	Novo	$579,966	0.0%
HVT	22.33K	—	Novo	$570,034	0.0%
CRTO Criteo S.A.	31.03K	—	Novo	$567,173	0.0%
PDT	43.15K	—	Novo	$558,806	0.0%
VGNT Versigent PLC	13.26K	—	Novo	$557,178	0.0%
MSM MSC Industrial Direct…	4.50K	—	Novo	$535,900	0.0%
HIMS Hims & Hers Health, Inc.	15.24K	—	Novo	$528,336	0.0%
KALU Kaiser Aluminum…	2.70K	—	Novo	$528,201	0.0%
WTTR Select Water Solutions…	25.14K	—	Novo	$502,401	0.0%
FPS Forgent Power…	8.98K	—	Novo	$501,902	0.0%
FPXI	5.68K	—	Novo	$475,894	0.0%
APLD Applied Digital Corp.	12.74K	—	Novo	$475,388	0.0%
TE T1 Energy Inc	50.12K	—	Novo	$475,176	0.0%
CBRS Cerebras Systems Inc.	1.98K	—	Novo	$469,003	0.0%
MYRG MYR Group Inc.	930	—	Novo	$465,372	0.0%
GPK Graphic Packaging…	44.02K	—	Novo	$465,281	0.0%
XCEM Columbia EM Core…	8.64K	—	Novo	$457,067	0.0%
FTQI	20.53K	—	Novo	$453,478	0.0%
MKSI MKS Inc.	997	—	Novo	$443,465	0.0%
HRI Herc Holdings Inc.	3.08K	—	Novo	$441,681	0.0%
VSH Vishay Intertechnology…	8.16K	—	Novo	$438,677	0.0%
GTX Garrett Motion Inc.	12.09K	—	Novo	$438,155	0.0%
APLE Apple Hospitality REIT…	25.55K	—	Novo	$429,412	0.0%
CE Celanese Corporation	9.20K	—	Novo	$423,292	0.0%
OSW OneSpaWorld Holdings Ltd	14.98K	—	Novo	$422,955	0.0%
MATX Matson, Inc.	2.16K	—	Novo	$416,049	0.0%
SITM SiTime Corporation	549	—	Novo	$409,313	0.0%
DPRO	75.52K	—	Novo	$409,291	0.0%
LUNR Intuitive Machines, Inc.	19.01K	—	Novo	$406,560	0.0%
VECO Veeco Instruments Inc.	5.33K	—	Novo	$404,166	0.0%
ROAM	11.27K	—	Novo	$403,131	0.0%
KORP	8.50K	—	Novo	$398,225	0.0%
TSLX	22.55K	—	Novo	$387,174	0.0%
CLSE	11.32K	—	Novo	$386,306	0.0%
GPZ	17.33K	—	Novo	$371,598	0.0%
STM STMicroelectronics N.V.	4.92K	—	Novo	$368,144	0.0%
AROC Archrock, Inc.	8.99K	—	Novo	$366,205	0.0%
CGHY	14.21K	—	Novo	$360,015	0.0%
PEB-PF	18.41K	—	Novo	$357,464	0.0%
MRX Marex Group Limited	5.81K	—	Novo	$353,998	0.0%
DCO Ducommun Incorporated	1.87K	—	Novo	$346,528	0.0%
KRC Kilroy Realty…	9.24K	—	Novo	$346,398	0.0%
DTCR	11.38K	—	Novo	$345,581	0.0%
AAT American Assets Trust…	13.97K	—	Novo	$344,993	0.0%
QCRH QCR Holdings, Inc.	3.48K	—	Novo	$338,600	0.0%
MCB Metropolitan Bank…	3.36K	—	Novo	$331,537	0.0%
ACMR ACM Research, Inc.	2.59K	—	Novo	$329,153	0.0%
MCFT MasterCraft Boat…	12.62K	—	Novo	$325,823	0.0%
ALAI	6.96K	—	Novo	$317,418	0.0%
FCF First Commonwealth…	15.57K	—	Novo	$316,456	0.0%
ORA Ormat Technologies, Inc.	2.90K	—	Novo	$316,137	0.0%
USAR USA Rare Earth Inc	14.60K	—	Novo	$315,003	0.0%
BCAT	19.76K	—	Novo	$314,796	0.0%
BHRB	4.37K	—	Novo	$313,669	0.0%
TMSL T. Rowe Price Small-Mid…	6.85K	—	Novo	$300,461	0.0%
PRGO Perrigo Company plc	28.66K	—	Novo	$297,757	0.0%
VNO Vornado Realty Trust	7.55K	—	Novo	$296,676	0.0%
ANGL VanEck Fallen Angel…	10.11K	—	Novo	$295,538	0.0%
QLTA iShares Aaa - A Rated…	6.20K	—	Novo	$294,814	0.0%
NSA National Storage…	6.62K	—	Novo	$294,436	0.0%
CRCL Circle Internet Group	4.57K	—	Novo	$286,094	0.0%
CTRI Centuri Holdings, Inc.	9.42K	—	Novo	$284,861	0.0%
WAY Waystar Holding Corp.	13.80K	—	Novo	$283,335	0.0%
BALI	8.27K	—	Novo	$279,639	0.0%
TPG TPG Inc.	6.76K	—	Novo	$274,024	0.0%
VMI Valmont Industries, Inc.	474	—	Novo	$273,783	0.0%
AIN Albany International…	3.63K	—	Novo	$270,284	0.0%
GRC The Gorman-Rupp Company	2.90K	—	Novo	$265,771	0.0%
MP MP Materials Corp.	4.67K	—	Novo	$261,623	0.0%
BFH Bread Financial…	2.41K	—	Novo	$260,691	0.0%
IMAX IMAX Corporation	6.52K	—	Novo	$260,006	0.0%
FRAF	4.13K	—	Novo	$258,350	0.0%
IPGP IPG Photonics…	2.20K	—	Novo	$258,221	0.0%
DFAW	3.12K	—	Novo	$257,974	0.0%

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso	Sequência
IVV iShares Core S&P 500 ETF	7.15M	6.99M	+2.3%	$5.35B	6.4%
AAPL Apple Inc.	6.88M	6.86M	+0.2%	$1.99B	2.4%	●●○○○○
GOVT iShares U.S. Treasury…	76.61M	75.29M	+1.8%	$1.75B	2.1%	●●○○○○
IEMG iShares Core MSCI…	14.90M	11.50M	+29.6%	$1.23B	1.5%	●●○○○○
VOO Vanguard S&P 500 ETF	1.73M	1.13M	+52.7%	$1.19B	1.4%
AVGO Broadcom Inc.	2.87M	2.85M	+0.9%	$1.09B	1.3%
AMZN Amazon.com, Inc.	4.36M	4.26M	+2.3%	$1.04B	1.2%
JPM JPMorgan Chase & Co.	3.12M	3.11M	+0.4%	$1.02B	1.2%	●●○○○○
IWF iShares Russell 1000…	8.22M	2.04M	+0.6% ✂	$1.02B	1.2%
XLK State Street Technology…	4.91M	4.72M	+4.0%	$935.04M	1.1%	●●○○○○
IJH iShares Core S&P…	10.62M	9.95M	+6.7%	$818.70M	1.0%	●●○○○○
IJR iShares Core S&P…	5.46M	4.92M	+11.1%	$810.36M	1.0%	●●○○○○
LRCX Lam Research Corporation	1.73M	1.71M	+0.8%	$747.88M	0.9%
KLAC KLA Corporation	2.26M	224.17K	+0.8% ✂	$681.52M	0.8%
ABBV AbbVie Inc.	2.52M	2.40M	+4.8%	$634.02M	0.8%	●●○○○○
CSCO Cisco Systems, Inc.	4.98M	4.90M	+1.6%	$584.49M	0.7%	●●○○○○
JNJ Johnson & Johnson	2.17M	2.04M	+6.3%	$552.10M	0.7%	●●○○○○
XLF State Street Financial…	10.20M	9.79M	+4.1%	$546.61M	0.7%
VUG Vanguard Morningstar…	6.33M	1.04M	+1.7% ✂	$545.30M	0.7%
ADI Analog Devices, Inc.	1.34M	1.29M	+3.5%	$530.41M	0.6%	●●○○○○
PM Philip Morris…	2.76M	2.52M	+9.3%	$498.75M	0.6%	●●○○○○
CCEP Coca-Cola Europacific…	4.89M	4.75M	+3.0%	$488.95M	0.6%
LLY Eli Lilly and Company	400.65K	369.52K	+8.4%	$480.55M	0.6%	●●○○○○
RTX RTX Corporation	2.39M	2.35M	+1.9%	$453.51M	0.5%	●●○○○○
XLV State Street Health…	2.37M	2.32M	+2.1%	$376.24M	0.5%	●●○○○○
PWR Quanta Services, Inc.	498.07K	492.36K	+1.2%	$358.63M	0.4%	●●○○○○
BNY Bank of New York Mellon…	2.44M	2.35M	+3.6%	$352.28M	0.4%	●●○○○○
TSLA Tesla, Inc.	810.00K	808.93K	+0.1%	$340.68M	0.4%	●●○○○○
UNP Union Pacific…	1.24M	1.09M	+14.2%	$337.71M	0.4%	●●○○○○
PNC The PNC Financial…	1.29M	1.29M	+0.3%	$317.98M	0.4%	●●○○○○
SPYG State Street SPDR…	2.61M	2.58M	+1.4%	$310.91M	0.4%
ETN Eaton Corporation plc	708.46K	690.96K	+2.5%	$301.89M	0.4%	●●○○○○
VEA Vanguard FTSE Developed…	4.23M	4.11M	+3.0%	$301.68M	0.4%	●●○○○○
TLH iShares 10-20 Year…	3.00M	1.09M	+176.7%	$301.31M	0.4%	●●○○○○
MRK Merck & Co., Inc.	2.31M	2.22M	+3.9%	$296.64M	0.4%	●●○○○○
TRGP Targa Resources Corp.	1.09M	1.05M	+4.3%	$292.89M	0.4%	●●○○○○
TSM Taiwan Semiconductor…	611.03K	563.66K	+8.4%	$291.81M	0.3%	●●○○○○
ETR Entergy Corporation	2.47M	2.38M	+4.0%	$283.83M	0.3%
AMD Advanced Micro Devices…	457.88K	335.28K	+36.6%	$265.99M	0.3%
ORCL Oracle Corporation	1.81M	1.78M	+1.4%	$265.01M	0.3%
VONG Vanguard Russell 1000…	2.05M	1.95M	+5.0%	$262.35M	0.3%	●●○○○○
WFC Wells Fargo & Company	3.07M	2.66M	+15.6%	$253.85M	0.3%	●●○○○○
BLK BlackRock, Inc.	247.50K	245.22K	+0.9%	$237.99M	0.3%	●●○○○○
DGRO iShares Core Dividend…	2.96M	2.94M	+0.7%	$224.27M	0.3%
SHY iShares 1-3 Year…	2.68M	2.30M	+16.2%	$219.73M	0.3%	●●○○○○
AMAT Applied Materials, Inc.	301.11K	294.53K	+2.2%	$217.70M	0.3%
BND Vanguard Total Bond…	2.85M	2.60M	+9.9%	$209.40M	0.3%
MO Altria Group, Inc.	2.79M	2.76M	+0.8%	$200.41M	0.2%	●●○○○○
TT Trane Technologies plc	400.92K	394.86K	+1.5%	$196.91M	0.2%	●●○○○○
SPDW State Street SPDR…	3.83M	2.93M	+30.6%	$192.79M	0.2%	●●○○○○
IEUR iShares Core MSCI…	2.54M	2.16M	+18.0%	$191.16M	0.2%	●●○○○○
LMT Lockheed Martin…	311.78K	310.48K	+0.4%	$158.84M	0.2%	●●○○○○
EBAY eBay Inc.	1.63M	1.54M	+5.9%	$182.18M	0.2%	●●○○○○
EMR Emerson Electric Co.	1.26M	1.22M	+3.5%	$180.09M	0.2%	●●○○○○
PH Parker-Hannifin…	181.91K	177.34K	+2.6%	$177.93M	0.2%	●●○○○○
EVRG Evergy, Inc.	2.05M	1.91M	+7.5%	$177.30M	0.2%	●●○○○○
TLT iShares 20+ Year…	2.04M	1.37M	+48.8%	$176.19M	0.2%	●●○○○○
RL Ralph Lauren Corporation	431.02K	394.88K	+9.2%	$173.02M	0.2%	●●○○○○
CVS CVS Health Corp.	1.65M	186.08K	+786.4%	$170.64M	0.2%
BSV Vanguard Short-Term…	2.17M	1.88M	+15.8%	$169.39M	0.2%
VCSH Vanguard Short-Term…	2.11M	1.72M	+22.4%	$166.73M	0.2%	●●○○○○
ANET Arista Networks, Inc.	973.30K	882.76K	+10.3%	$165.34M	0.2%	●●○○○○
VONV Vanguard Russell 1000…	1.53M	1.37M	+12.0%	$163.18M	0.2%
WMB The Williams Companies…	2.18M	2.04M	+7.0%	$162.00M	0.2%	●●○○○○
MU Micron Technology, Inc.	138.16K	128.79K	+7.3%	$159.48M	0.2%
VO Vanguard Morningstar…	1.96M	463.62K	+5.8% ✂	$158.04M	0.2%
VALE Vale S.A.	10.11M	9.12M	+10.8%	$152.05M	0.2%	●●○○○○
NVS Novartis AG	968.70K	941.82K	+2.9%	$151.81M	0.2%	●●○○○○
AZN AstraZeneca PLC	797.50K	754.12K	+5.8%	$151.22M	0.2%
RDVY First Trust Rising…	1.80M	1.76M	+1.9%	$145.65M	0.2%	●●○○○○
XLY State Street Consumer…	1.24M	1.19M	+3.8%	$144.94M	0.2%
VTWO Vanguard Russell 2000…	1.13M	680.96K	+66.3%	$137.47M	0.2%	●●○○○○
COF Capital One Financial…	660.30K	642.02K	+2.9%	$132.47M	0.2%	●●○○○○
IGSB iShares 1-5 Year…	2.46M	2.42M	+1.9%	$129.04M	0.2%	●●○○○○
IBB iShares Biotechnology…	677.35K	666.34K	+1.6%	$128.83M	0.2%	●●○○○○
GPC Genuine Parts Company	1.09M	1.00M	+8.9%	$128.46M	0.2%
ECL Ecolab Inc.	461.03K	455.14K	+1.3%	$128.45M	0.2%	●●○○○○
PSX Phillips 66	733.07K	698.27K	+5.0%	$123.93M	0.1%	●●○○○○
IYT iShares U.S.…	1.45M	6.27K	+22962.0%	$125.48M	0.1%
XLB State Street Materials…	2.40M	146.43K	+1537.6%	$121.89M	0.1%	●●○○○○
JAAA Janus Henderson AAA CLO…	2.40M	2.26M	+6.2%	$120.99M	0.1%	●●○○○○
SDVY First Trust SMID Cap…	2.75M	2.65M	+3.8%	$118.79M	0.1%	●●○○○○
WSM Williams-Sonoma, Inc.	507.04K	475.52K	+6.6%	$118.19M	0.1%	●●○○○○
SCHG Schwab U.S. Large-Cap…	3.40M	3.18M	+7.1%	$115.17M	0.1%
C Citigroup Inc.	803.52K	380.30K	+111.3%	$112.46M	0.1%	●●○○○○
BIL State Street SPDR…	1.19M	1.14M	+4.8%	$109.38M	0.1%	●●○○○○
BUFR FT Vest Laddered Buffer…	2.99M	2.16M	+38.6%	$109.27M	0.1%	●●○○○○
IUSB iShares Core Universal…	2.31M	1.76M	+31.2%	$106.60M	0.1%	●●○○○○
VRT Vertiv Holdings Co	314.35K	271.96K	+15.6%	$105.25M	0.1%	●●○○○○
TPR Tapestry, Inc.	713.94K	656.54K	+8.7%	$104.51M	0.1%	●●○○○○
TWLO Twilio Inc.	505.05K	455.27K	+10.9%	$104.21M	0.1%	●●○○○○
CSL Carlisle Companies…	286.29K	284.06K	+0.8%	$103.85M	0.1%	●●○○○○
SCHD Schwab U.S. Dividend…	3.26M	3.18M	+2.6%	$103.42M	0.1%
UNH UnitedHealth Group…	248.40K	244.67K	+1.5%	$103.24M	0.1%
USHY iShares Broad USD High…	2.73M	475.07K	+474.9%	$101.11M	0.1%
DVN Devon Energy Corporation	2.38M	1.52M	+56.7%	$98.39M	0.1%	●●○○○○
BIV Vanguard…	1.26M	1.21M	+4.6%	$96.93M	0.1%
CGDV Capital Group Dividend…	1.94M	1.90M	+2.1%	$95.73M	0.1%	●●○○○○
DUK Duke Energy Corporation	723.39K	720.32K	+0.4%	$91.57M	0.1%
INTC Intel Corp.	675.30K	654.59K	+3.2%	$94.29M	0.1%	●●○○○○
IWP iShares Russell Mid-Cap…	641.85K	637.93K	+0.6%	$93.97M	0.1%
GEV GE Vernova Inc.	79.86K	77.58K	+2.9%	$93.83M	0.1%
SO The Southern Company	1.01M	971.15K	+4.1%	$92.99M	0.1%	●●○○○○
GE GE Aerospace	246.93K	243.41K	+1.4%	$92.28M	0.1%	●●○○○○
TGT Target Corporation	693.24K	597.94K	+15.9%	$90.54M	0.1%	●●○○○○
DYNF iShares U.S. Equity…	1.29M	1.08M	+19.0%	$87.52M	0.1%
MDY State Street SPDR S&P…	120.11K	118.35K	+1.5%	$84.48M	0.1%
O Realty Income…	1.35M	1.31M	+3.1%	$83.45M	0.1%
ARES Ares Management…	737.84K	710.52K	+3.9%	$82.13M	0.1%	●●○○○○
QQQM Invesco NASDAQ 100 ETF	267.70K	222.61K	+20.2%	$81.11M	0.1%	●●○○○○
JLL Jones Lang LaSalle…	254.41K	241.44K	+5.4%	$78.85M	0.1%	●●○○○○
OSK Oshkosh Corp	513.06K	461.88K	+11.1%	$78.74M	0.1%	●●○○○○
TXN Texas Instruments…	263.34K	229.57K	+14.7%	$78.49M	0.1%
BMY Bristol-Myers Squibb…	1.28M	1.27M	+0.4%	$73.60M	0.1%	●●○○○○
AVEM Avantis Emerging…	796.37K	722.13K	+10.3%	$76.84M	0.1%	●●○○○○
BNDX Vanguard Total…	1.57M	1.54M	+2.1%	$76.26M	0.1%	●●○○○○
FTRB	2.96M	2.55M	+15.7%	$74.17M	0.1%	●●○○○○
XLI State Street Industrial…	386.21K	353.64K	+9.2%	$71.54M	0.1%	●●○○○○
TNL Travel + Leisure Co.	878.69K	801.71K	+9.6%	$67.16M	0.1%	●●○○○○
FOXA Fox Corporation	1.29M	791.18K	+62.5%	$67.04M	0.1%	●●○○○○

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso	Sequência
SPY State Street SPDR S&P…	3.07M	3.15M	-2.5%	$2.29B	2.7%
NVDA NVIDIA Corporation	9.92M	10.10M	-1.8%	$1.98B	2.4%
IEFA iShares Core MSCI EAFE…	16.10M	19.13M	-15.8%	$1.55B	1.9%
MSFT Microsoft Corporation	4.24M	4.27M	-0.6%	$1.58B	1.9%	●●○○○○
GOOG Alphabet Inc.	3.71M	3.75M	-1.1%	$1.31B	1.6%
KO The Coca-Cola Company	14.05M	14.91M	-5.8%	$1.14B	1.4%	●●○○○○
GOOGL Alphabet Inc.	2.51M	2.54M	-1.5%	$895.47M	1.1%	●●○○○○
AGG iShares Core U.S.…	7.35M	7.51M	-2.1%	$727.50M	0.9%	●●○○○○
QQQ Invesco QQQ Trust…	965.80K	999.91K	-3.4%	$711.21M	0.9%	●●○○○○
RSP Invesco S&P 500 Equal…	2.72M	3.20M	-15.1%	$577.97M	0.7%
USIG iShares Broad USD…	10.16M	10.75M	-5.5%	$521.14M	0.6%
MBB iShares MBS ETF	5.54M	5.78M	-4.1%	$523.78M	0.6%
V Visa Inc.	1.56M	1.57M	-0.5%	$534.71M	0.6%
META Meta Platforms, Inc.	904.88K	921.30K	-1.8%	$509.71M	0.6%	●●○○○○
IWD iShares Russell 1000…	2.14M	2.16M	-0.8%	$519.63M	0.6%	●●○○○○
VTV Vanguard Morningstar…	2.33M	2.41M	-3.0%	$508.45M	0.6%	●●○○○○
EFA iShares MSCI EAFE ETF	4.74M	4.78M	-0.7%	$492.63M	0.6%
WMT Walmart Inc.	3.75M	3.79M	-0.9%	$424.65M	0.5%	●●○○○○
IAU iShares Gold Trust	2.94M	5.22M	-43.7%	$221.95M	0.3%	●●○○○○
IWR iShares Russell Mid-Cap…	4.12M	4.18M	-1.4%	$454.54M	0.5%	●●○○○○
XLC State Street…	2.78M	3.50M	-20.6%	$297.80M	0.4%	●●○○○○
HD The Home Depot, Inc.	980.59K	1.02M	-3.9%	$345.84M	0.4%	●●○○○○
IWM iShares Russell 2000 ETF	1.15M	1.18M	-2.7%	$345.75M	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	2.02M	2.03M	-0.2%	$276.78M	0.3%	●●○○○○
VTI Vanguard Morningstar…	803.35K	810.87K	-0.9%	$297.27M	0.4%
BRK-B Berkshire Hathaway Inc.	586.77K	606.87K	-3.3%	$293.62M	0.4%	●●○○○○
COST Costco Wholesale…	250.16K	289.08K	-13.5%	$234.02M	0.3%	●●○○○○
CVX Chevron Corporation	1.28M	1.36M	-5.3%	$212.92M	0.3%	●●○○○○
XLP State Street Consumer…	291.68K	3.04M	-90.4%	$24.23M	0.0%
GLD SPDR Gold Shares	532.40K	574.27K	-7.3%	$196.13M	0.2%	●●○○○○
MDT Medtronic plc	1.21M	2.77M	-56.4%	$94.33M	0.1%
IEI iShares 3-7 Year…	1.87M	2.00M	-6.3%	$219.65M	0.3%
TFC Truist Financial…	4.35M	4.44M	-1.9%	$216.96M	0.3%	●●○○○○
CRWD CrowdStrike Holdings…	274.18K	274.51K	-0.1%	$209.24M	0.2%
CAT Caterpillar Inc.	184.45K	209.16K	-11.8%	$196.42M	0.2%	●●○○○○
VIG Vanguard Dividend…	809.04K	831.22K	-2.7%	$191.43M	0.2%	●●○○○○
IEF iShares 7-10 Year…	1.78M	1.91M	-6.8%	$168.70M	0.2%
EFV iShares MSCI EAFE Value…	1.31M	2.39M	-45.2%	$100.44M	0.1%
NFLX Netflix, Inc.	1.72M	1.83M	-6.2%	$122.56M	0.1%
T AT&T Inc.	2.75M	5.95M	-53.9%	$56.83M	0.1%
PG The Procter & Gamble…	1.17M	1.19M	-2.0%	$171.03M	0.2%
IBM International Business…	606.09K	635.21K	-4.6%	$170.44M	0.2%	●●○○○○
DVY iShares Select Dividend…	1.09M	1.10M	-1.2%	$169.71M	0.2%	●●○○○○
IWB iShares Russell 1000 ETF	410.93K	429.66K	-4.4%	$168.28M	0.2%	●●○○○○
XLU State Street Utilities…	3.59M	3.64M	-1.2%	$162.96M	0.2%	●●○○○○
VEU Vanguard FTSE All-World…	1.97M	2.07M	-4.6%	$165.02M	0.2%	●●○○○○
VGT Vanguard Information…	1.36M	175.59K	-2.9% ✂	$163.04M	0.2%	●●○○○○
BAC Bank of America…	2.79M	2.91M	-4.0%	$159.13M	0.2%
PEP PepsiCo, Inc.	963.84K	1.02M	-5.8%	$130.50M	0.2%	●●○○○○
GS The Goldman Sachs…	156.96K	177.60K	-11.6%	$158.74M	0.2%	●●○○○○
IVW iShares S&P 500 Growth…	1.14M	1.22M	-6.7%	$157.14M	0.2%
IGM iShares Expanded Tech…	933.21K	1.02M	-8.4%	$152.65M	0.2%	●●○○○○
PANW Palo Alto Networks, Inc.	446.30K	539.86K	-17.3%	$152.20M	0.2%	●●○○○○
VYM Vanguard High Dividend…	942.21K	942.33K	0.0%	$148.90M	0.2%
AMGN Amgen Inc.	394.19K	407.21K	-3.2%	$142.74M	0.2%	●●○○○○
QCOM QUALCOMM Incorporated	614.45K	1.01M	-39.5%	$113.54M	0.1%	●●○○○○
IWY iShares Russell Top 200…	443.28K	459.86K	-3.6%	$128.83M	0.2%	●●○○○○
HCA HCA Healthcare, Inc.	154.59K	271.31K	-43.0%	$60.27M	0.1%	●●○○○○
MA Mastercard Incorporated	238.15K	252.73K	-5.8%	$122.31M	0.1%
ABT Abbott Laboratories	1.10M	1.23M	-10.2%	$100.20M	0.1%	●●○○○○
MCD McDonald's Corporation	382.77K	405.23K	-5.5%	$103.47M	0.1%	●●○○○○
VB Vanguard Morningstar…	412.89K	434.43K	-5.0%	$125.15M	0.1%
SCHW The Charles Schwab…	1.27M	1.32M	-3.6%	$117.61M	0.1%	●●○○○○
HON Honeywell International…	254.91K	532.11K	-4.2% ✂	$57.07M	0.1%	●●○○○○
MS Morgan Stanley	565.77K	579.69K	-2.4%	$118.27M	0.1%
IVE iShares S&P 500 Value…	422.04K	559.32K	-24.5%	$95.83M	0.1%	●●○○○○
DELL Dell Technologies Inc.	266.35K	293.32K	-9.2%	$114.92M	0.1%	●●○○○○
LOW Lowe's Companies, Inc.	456.44K	484.95K	-5.9%	$100.64M	0.1%	●●○○○○
DE Deere & Company	178.17K	200.30K	-11.1%	$113.02M	0.1%	●●○○○○
VZ Verizon Communications…	2.14M	2.19M	-2.3%	$90.70M	0.1%	●●○○○○
AXP American Express Company	322.85K	324.30K	-0.5%	$109.20M	0.1%
SDY State Street SPDR S&P…	689.70K	709.67K	-2.8%	$104.96M	0.1%	●●○○○○
MUB iShares National Muni…	945.13K	980.11K	-3.6%	$101.71M	0.1%
VWO Vanguard FTSE Emerging…	1.74M	1.80M	-3.0%	$104.03M	0.1%
VCIT Vanguard…	719.64K	1.25M	-42.3%	$59.48M	0.1%
NEE NextEra Energy, Inc.	1.08M	1.09M	-1.1%	$94.73M	0.1%	●●○○○○
GD General Dynamics…	280.39K	293.72K	-4.5%	$99.33M	0.1%
ASML ASML Holding N.V.	50.30K	58.07K	-13.4%	$100.06M	0.1%	●●○○○○
EFG iShares MSCI EAFE…	762.51K	763.68K	-0.1%	$94.87M	0.1%
DIS The Walt Disney Company	886.29K	964.10K	-8.1%	$85.31M	0.1%	●●○○○○
PGR The Progressive…	164.52K	456.83K	-64.0%	$35.94M	0.0%	●●○○○○
TJX The TJX Companies, Inc.	525.60K	537.70K	-2.2%	$79.63M	0.1%
WM Waste Management, Inc.	339.79K	356.96K	-4.8%	$75.73M	0.1%
LIN Linde plc	147.73K	162.82K	-9.3%	$76.66M	0.1%	●●○○○○
MRVL Marvell Technology, Inc.	270.57K	349.95K	-22.7%	$80.60M	0.1%	●●○○○○
VOT Vanguard Morningstar…	256.75K	277.42K	-7.5%	$78.64M	0.1%	●●○○○○
PLTR Palantir Technologies…	329.04K	528.01K	-37.7%	$38.39M	0.0%
COR Cencora, Inc.	171.19K	244.29K	-29.9%	$48.44M	0.1%	●●○○○○
DIA State Street SPDR Dow…	144.53K	162.47K	-11.0%	$75.50M	0.1%
BKNG Booking Holdings Inc.	367.63K	17.49K	-15.9% ✂	$65.53M	0.1%	●●○○○○
GLW Corning Inc	287.89K	289.99K	-0.7%	$73.54M	0.1%	●●○○○○
BA The Boeing Company	336.88K	344.83K	-2.3%	$72.92M	0.1%
IWS iShares Russell Mid-Cap…	433.10K	437.11K	-0.9%	$71.29M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	146.60K	151.28K	-3.1%	$58.30M	0.1%	●●○○○○
SBUX Starbucks Corporation	681.54K	726.83K	-6.2%	$69.65M	0.1%
PFE Pfizer Inc.	2.45M	2.47M	-0.9%	$58.95M	0.1%
IGIB iShares 5-10 Year…	1.27M	1.28M	-0.9%	$67.42M	0.1%
VOE Vanguard Morningstar…	339.84K	341.90K	-0.6%	$67.15M	0.1%	●●○○○○
MCK McKesson Corporation	74.27K	74.63K	-0.5%	$56.12M	0.1%
COP ConocoPhillips	480.79K	482.75K	-0.4%	$49.98M	0.1%
VGSH Vanguard Short-Term…	944.32K	1.07M	-11.6%	$54.96M	0.1%	●●○○○○
FVD First Trust Value Line…	1.28M	1.28M	-0.3%	$61.59M	0.1%	●●○○○○
LPLA LPL Financial Holdings…	50.28K	204.25K	-75.4%	$14.16M	0.0%	●●○○○○
KNG FT Cboe Vest S&P 500…	1.20M	1.20M	-0.5%	$60.39M	0.1%
SHV iShares Trust iShares…	539.47K	540.10K	-0.1%	$59.53M	0.1%	●●○○○○
SGOV iShares 0-3 Month…	569.89K	585.19K	-2.6%	$57.37M	0.1%
CB Chubb Limited	171.23K	174.71K	-2.0%	$58.35M	0.1%	●●○○○○
VGLT Vanguard Long-Term…	1.01M	1.05M	-4.1%	$55.56M	0.1%
DHR Danaher Corporation	289.62K	305.57K	-5.2%	$55.17M	0.1%	●●○○○○
NSC Norfolk Southern…	182.44K	190.48K	-4.2%	$57.39M	0.1%	●●○○○○
CRM Salesforce, Inc.	228.98K	302.14K	-24.2%	$35.87M	0.0%	●●○○○○
JEPI JPMorgan Equity Premium…	963.15K	994.38K	-3.1%	$54.40M	0.1%
TMO Thermo Fisher…	108.04K	112.56K	-4.0%	$54.17M	0.1%	●●○○○○
VBR Vanguard Morningstar…	170.34K	248.14K	-31.4%	$41.39M	0.1%
USB U.S. Bancorp	891.12K	915.61K	-2.7%	$53.82M	0.1%	●●○○○○
VRTX Vertex Pharmaceuticals…	106.97K	114.45K	-6.5%	$53.13M	0.1%	●●○○○○
LQD iShares iBoxx $…	335.17K	485.54K	-31.0%	$36.56M	0.0%
PFF iShares Preferred and…	1.60M	1.71M	-6.6%	$48.80M	0.1%	●●○○○○
SLV iShares Silver Trust	722.06K	760.14K	-5.0%	$38.61M	0.0%	●●○○○○
UL Unilever PLC	680.64K	900.15K	-24.4%	$40.92M	0.0%

Valor mobiliário	Ações	Anterior	Variação	Valor	Peso
CTRA Coterra Energy Inc.	—	879.73K	Saída	$30.91M	0.0%
CCBG	—	278.80K	Saída	$12.12M	0.0%
GCT GigaCloud Technology…	—	157.71K	Saída	$7.16M	0.0%
FER.MC Ferrovial SE	—	48.31K	Saída	$3.14M	0.0%
PJP	—	28.34K	Saída	$2.94M	0.0%
HOLX Hologic, Inc.	—	33.88K	Saída	$2.56M	0.0%
GTOP	—	64.74K	Saída	$2.34M	0.0%
GRPM	—	13.28K	Saída	$1.57M	0.0%
STEL Stellar Bancorp, Inc.	—	38.72K	Saída	$1.42M	0.0%
CWAN Clearwater Analytics…	—	57.38K	Saída	$1.36M	0.0%
MBC MasterBrand, Inc.	—	155.05K	Saída	$1.29M	0.0%
FLQM Franklin U.S. Mid Cap…	—	18.55K	Saída	$1.02M	0.0%
SCHR Schwab…	—	36.65K	Saída	$912,994	0.0%
PRIM Primoris Services…	—	6.13K	Saída	$876,422	0.0%
MOTI	—	22.46K	Saída	$766,947	0.0%
CLSK CleanSpark, Inc.	—	82.56K	Saída	$702,603	0.0%
OUSM	—	15.04K	Saída	$658,070	0.0%
CSGS CSG Systems…	—	8.07K	Saída	$645,264	0.0%
FLJP Franklin FTSE Japan ETF	—	17.70K	Saída	$640,205	0.0%
JTEK JPMorgan U.S. Tech…	—	7.91K	Saída	$629,320	0.0%
TU Telus Corp	—	37.50K	Saída	$481,170	0.0%
EPAM EPAM Systems, Inc.	—	3.55K	Saída	$480,264	0.0%
FDHY	—	9.81K	Saída	$476,177	0.0%
EQH Equitable Holdings, Inc.	—	12.06K	Saída	$447,685	0.0%
MEOH Methanex Corporation	—	7.48K	Saída	$445,240	0.0%
EVSM	—	7.98K	Saída	$400,566	0.0%
MPX	—	54.00K	Saída	$392,580	0.0%
VITL Vital Farms, Inc.	—	26.93K	Saída	$380,294	0.0%
SEE Sealed Air Corporation	—	8.54K	Saída	$359,331	0.0%
AAON AAON, Inc.	—	4.33K	Saída	$358,146	0.0%
BDC Belden Inc.	—	3.04K	Saída	$349,658	0.0%
HYBL	—	12.10K	Saída	$336,921	0.0%
AORT Artivion, Inc.	—	9.11K	Saída	$333,608	0.0%
IRTC iRhythm Technologies…	—	2.71K	Saída	$319,716	0.0%
UUUU Energy Fuels Inc.	—	16.92K	Saída	$308,754	0.0%
CZR Caesars Entertainment…	—	11.56K	Saída	$305,663	0.0%
WHR Whirlpool Corporation	—	5.54K	Saída	$298,825	0.0%
ESAB ESAB Corporation	—	3.01K	Saída	$290,855	0.0%
PSLV Sprott Physical Silver…	—	11.42K	Saída	$278,485	0.0%
CQP Cheniere Energy…	—	4.22K	Saída	$272,612	0.0%
EQPT EquipmentShare.com Inc.	—	13.37K	Saída	$272,265	0.0%
MRP Millrose Properties…	—	9.61K	Saída	$269,203	0.0%
SMB	—	15.55K	Saída	$269,031	0.0%
ENOV Enovis Corporation	—	11.65K	Saída	$265,030	0.0%
DOCU DocuSign, Inc.	—	5.58K	Saída	$264,596	0.0%
HESM Hess Midstream LP	—	6.71K	Saída	$260,973	0.0%
OSCR Oscar Health, Inc.	—	22.47K	Saída	$257,765	0.0%
XZO	—	17.50K	Saída	$256,725	0.0%
SETM	—	7.70K	Saída	$254,782	0.0%
CMF iShares California Muni…	—	4.46K	Saída	$253,527	0.0%
TMDX TransMedics Group, Inc.	—	2.51K	Saída	$249,718	0.0%
PPH VanEck Pharmaceutical…	—	2.36K	Saída	$245,558	0.0%
ASTH Astrana Health, Inc.	—	10.00K	Saída	$245,200	0.0%
UGI UGI Corporation	—	6.59K	Saída	$239,948	0.0%
PTRB	—	5.74K	Saída	$238,247	0.0%
CNR Core Natural Resources…	—	2.25K	Saída	$236,062	0.0%
EWG iShares MSCI Germany ETF	—	5.87K	Saída	$232,903	0.0%
IBMO	—	9.02K	Saída	$231,106	0.0%
INGR Ingredion Incorporated	—	2.02K	Saída	$228,033	0.0%
FLUD	—	9.05K	Saída	$226,370	0.0%
GHYG	—	4.98K	Saída	$224,738	0.0%
OXY-WT	—	5.15K	Saída	$220,807	0.0%
TPC Tutor Perini Corporation	—	2.85K	Saída	$220,069	0.0%
FUL H.B. Fuller Company	—	3.56K	Saída	$219,334	0.0%
FNV Franco-Nevada…	—	887	Saída	$219,037	0.0%
WAL Western Alliance…	—	3.06K	Saída	$216,872	0.0%
INDB Independent Bank Corp.	—	2.83K	Saída	$213,145	0.0%
PCY Invesco Emerging…	—	10.17K	Saída	$212,498	0.0%
FDIS	—	2.27K	Saída	$211,607	0.0%
CNX CNX Resources…	—	5.41K	Saída	$208,594	0.0%
TEM Tempus AI, Inc.	—	4.60K	Saída	$208,148	0.0%
XP XP Inc.	—	10.89K	Saída	$207,449	0.0%
ARLP	—	7.44K	Saída	$205,688	0.0%
IFN	—	18.16K	Saída	$205,526	0.0%
RFMZ	—	16.15K	Saída	$204,247	0.0%
FLCG	—	6.82K	Saída	$203,797	0.0%
LVS Las Vegas Sands Corp.	—	3.77K	Saída	$203,235	0.0%
ONC BeOne Medicines AG	—	683	Saída	$202,946	0.0%
JPEM	—	3.25K	Saída	$202,036	0.0%
ESLT Elbit Systems Ltd.	—	237	Saída	$201,234	0.0%
FDLO Fidelity Low Volatility…	—	3.11K	Saída	$200,806	0.0%
LYFT Lyft, Inc.	—	14.62K	Saída	$194,493	0.0%
OI O-I Glass, Inc.	—	18.24K	Saída	$191,660	0.0%
RXO RXO, Inc.	—	12.63K	Saída	$184,694	0.0%
LNKB	—	21.00K	Saída	$175,165	0.0%
ADMA ADMA Biologics, Inc.	—	14.69K	Saída	$132,312	0.0%
NEOV	—	42.42K	Saída	$130,641	0.0%
COLD Americold Realty Trust…	—	11.26K	Saída	$129,085	0.0%
PTRN Pattern Group Inc.…	—	10.30K	Saída	$128,029	0.0%
SPCE	—	50.00K	Saída	$121,500	0.0%
OIA	—	19.17K	Saída	$117,731	0.0%
NAKA	—	500.00K	Saída	$110,500	0.0%
FTF	—	17.19K	Saída	$100,214	0.0%
CTOS Custom Truck One…	—	15.00K	Saída	$98,550	0.0%
JOBY Joby Aviation, Inc.	—	11.38K	Saída	$93,958	0.0%
NEO NeoGenomics, Inc.	—	11.48K	Saída	$85,181	0.0%
OGN Organon & Co.	—	10.69K	Saída	$64,022	0.0%
RZLV Rezolve AI PLC	—	25.00K	Saída	$64,000	0.0%
MPT Medical Properties…	—	12.95K	Saída	$59,963	0.0%
STEX	—	48.51K	Saída	$54,817	0.0%
MIN	—	11.75K	Saída	$29,493	0.0%
POWW	—	10.00K	Saída	$21,300	0.0%
UAVS	—	22.50K	Saída	$20,340	0.0%
ONCY	—	20.00K	Saída	$16,976	0.0%

Subjacente	Tipo	Ações subjacentes	Valor reportado
SPY	Put	156.30K	$116.72M
CHYM	Call	157.50K	$3.23M
QQQ	Put	3.10K	$2.28M
AVGO	Call	3.20K	$1.21M
RSP	Put	5.40K	$1.15M
SOFI	Call	51.00K	$914,430
MSFT	Put	2.20K	$820,644
BRK-B	Put	1.40K	$700,546
BHC	Call	136.00K	$670,480
NVDA	Put	2.90K	$580,261
SMCI	Call	17.80K	$522,074
LUNR	Call	21.50K	$459,885
HD	Put	1.30K	$458,484
UNH	Put	1.10K	$457,193
NOW	Call	4.20K	$416,976
NEE	Put	4.40K	$386,188
AMZN	Put	1.60K	$381,344
ZS	Call	2.50K	$352,875
WMT	Put	2.80K	$317,128
MSTR	Call	3.60K	$312,948
RKLB	Call	3.00K	$304,950
NVDA	Call	1.50K	$300,135
AAPL	Put	900	$260,424
META	Put	400	$225,316
GLD	Put	600	$221,028
NVDA	Put	1.10K	$220,099
OKLO	Call	3.90K	$204,087

Os 13Fs reportam o nocional de opções (ações subjacentes e valor de mercado), mas não o strike, o vencimento nem se a opção foi comprada ou lançada — nenhuma direcionalidade pode ser inferida. Metodologia

Idade da posição

2020–1 trimestres

24602–4 trimestres

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

Gestores similares

Gestor	Posições comuns	Sobreposição de nomes	Similaridade ponderada
Mml Investors Services, Llc	2202	63.8%	0.8025	Comparar ⇄
Envestnet Asset Management Inc	2531	58.4%	0.7839	Comparar ⇄
Corient Private Wealth LP	1891	51.5%	0.7797	Comparar ⇄
Cetera Investment Advisers	2496	57.1%	0.7779	Comparar ⇄
Fifth Third Bancorp	2336	52.8%	0.7648	Comparar ⇄
LPL Financial LLC	2603	50.5%	0.749	Comparar ⇄
Wealth Enhancement Advisory Services…	2255	54.7%	0.7427	Comparar ⇄
Captrust Financial Advisors	2004	54.1%	0.7398	Comparar ⇄

Similaridade apenas das posições compradas reportadas — hedges e ativos não sujeitos ao 13F são invisíveis. Metodologia

Histórico de registros

Jul 28 2026 13F-HR · período Q2 2026

$83.67B · 5,414 posições · Ver filing original na SEC ↗

Apr 27 2026 13F-HR · período Q1 2026

$74.18B · 5,223 posições · Ver filing original na SEC ↗

Feb 02 2026 13F-HR · período Q4 2025

$75.00B · 5,167 posições · Ver filing original na SEC ↗

Nov 03 2025 13F-HR · período Q3 2025

$73.97B · 5,089 posições · Ver filing original na SEC ↗

Jul 18 2025 13F-HR · período Q2 2025

$68.34B · 4,895 posições · Ver filing original na SEC ↗

Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos. Período de referência: Q2 2026 · último registro Jul 28, 2026 · Metodologia de variação

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