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Wealth Enhancement Advisory Services, Llc

Plymouth, MN · CIK 1632972 · Depositi EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$59.79BValore 13F dichiarato
4,384Posizioni
23.6%Peso top-10
102.10Partecipazioni effettive
3.1%Turnover est.
+467Nuovo
−112Uscite

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

Valore dichiarato per trimestre Q4 2025 → Q2 2026
Esposizione settoriale
Servizi finanziari 59.9% (-4.9pp)
Tecnologia 16.2% (+7.4pp)
Industria 5.1% (-0.3pp)
Sanità 4.5% (-0.3pp)
Beni di consumo ciclici 3.9% (-0.5pp)
Servizi di comunicazione 3.4% (-0.3pp)
Beni di consumo difensivi 2.2% (-0.4pp)
Energia 1.8% (-0.5pp)
Utility 1.1% (-0.1pp)
Immobiliare 0.9% (+0.0pp)
Materiali di base 0.9% (-0.2pp)

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

Il portafoglio · Q2 2026
#Strumento finanziarioPesoValoreQuoteΔ azioniDetenuto
1 IVV iShares Core S&P 500 ETF 6.1% $3.62B 4.79M +6.9% ▲ Add 3+
2 AAPL Apple Inc. 3.1% $1.87B 6.39M +15.3% ▲ Add 3+
3 AGG iShares Core U.S. Aggregate… 2.7% $1.62B 16.60M +11.2% ▲ Add 3+
4 NVDA NVIDIA Corporation 2.2% $1.33B 7.30M +13.1% ▲ Add 3+
5 SMTH ALPS Funds Smith Core Plus… 2.1% $1.26B 49.72M +18.1% ▲ Add 3+
6 MSFT Microsoft Corporation 1.6% $950.58M 2.70M +14.6% ▲ Add 3+
7 VWO Vanguard FTSE Emerging… 1.5% $868.14M 14.60M +12.7% ▲ Add 3+
8 FNDF Schwab Fundamental… 1.4% $858.58M 16.41M +12.4% ▲ Add 3+
9 USVM VictoryShares US Small Mid… 1.4% $854.80M 7.95M +14.0% ▲ Add 3+
10 AVLV Avantis U.S. Large Cap… 1.4% $843.14M 9.23M +19.8% ▲ Add 3+
11 JMOM JPMorgan U.S. Momentum… 1.4% $809.02M 9.69M +6.2% ▲ Add 3+
12 AMZN Amazon.com, Inc. 1.3% $758.01M 3.36M +14.9% ▲ Add 3+
13 GOOGL Alphabet Inc. 1.2% $730.31M 2.30M +9.4% ▲ Add 3+
14 IMTM iShares MSCI Intl Momentum… 1.2% $703.52M 13.43M +12.1% ▲ Add 3+
15 GOVT iShares U.S. Treasury Bond… 1.0% $580.25M 25.86M +12.7% ▲ Add 3+
16 MU Micron Technology, Inc. 1.0% $579.99M 623.93K +224.9% ▲ Add 3+
17 SPHQ Invesco S&P 500 Quality ETF 0.9% $522.53M 5.95M +8.0% ▲ Add 3+
18 UYLD Angel Oak Ultrashort Income… 0.8% $492.76M 9.76M +16.7% ▲ Add 3+
19 AVDE Avantis International… 0.8% $479.29M 5.37M +14.7% ▲ Add 3+
20 USMV iShares MSCI USA Min Vol… 0.8% $458.52M 4.70M +7.6% ▲ Add 3+
21 JNJ Johnson & Johnson 0.7% $429.12M 1.83M +17.9% ▲ Add 3+
22 SPY State Street SPDR S&P 500… 0.7% $423.71M 592.44K +2.1% ▲ Add 3+
23 JPM JPMorgan Chase & Co. 0.7% $398.13M 1.34M +5.6% ▲ Add 3+
24 VOO Vanguard S&P 500 ETF 0.7% $394.22M 573.09K -1.5% ▼ Trim 3+
25 AVGO Broadcom Inc. 0.6% $356.87M 1.38M +4.8% ▲ Add 3+
26 BRK-B Berkshire Hathaway Inc. 0.6% $347.14M 723.11K -27.1% ▼ Trim 3+
27 GOOG Alphabet Inc. 0.6% $341.88M 1.01M +18.8% ▲ Add 3+
28 SCHX Schwab U.S. Large-Cap ETF 0.6% $334.02M 11.23M +2.0% ▲ Add 3+
29 LRCX Lam Research Corporation 0.5% $322.72M 986.84K -8.3% ▼ Trim 3+
30 VIG Vanguard Dividend… 0.5% $319.86M 1.35M +17.4% ▲ Add 3+
31 VTV Vanguard Morningstar Value… 0.5% $316.72M 1.45M +0.1% ▲ Add 3+
32 AMAT Applied Materials, Inc. 0.5% $312.73M 700.51K +137.4% ▲ Add 3+
33 QQQ Invesco QQQ Trust, Series 1 0.5% $305.73M 431.18K +0.4% ▲ Add 3+
34 XONA.DE Exxon Mobil Corporation 0.5% $279.71M 2.13M +16.7% ▲ Add 3+
35 WMT Walmart Inc. 0.4% $264.94M 2.36M +20.9% ▲ Add 3+
36 VUG Vanguard Morningstar Growth… 0.4% $259.00M 2.97M +6.1% ▲ Add 3+
37 VTI Vanguard Morningstar Total… 0.4% $257.93M 727.16K +7.1% ▲ Add 3+
38 QQQM Invesco NASDAQ 100 ETF 0.4% $255.25M 859.10K +0.8% ▲ Add 3+
39 IJR iShares Core S&P Small-Cap… 0.4% $236.80M 1.63M +11.5% ▲ Add 3+
40 FLIA FRANKLIN TEMPLETON ETF TR 0.4% $233.66M 11.59M +15.8% ▲ Add 3+
41 SPYM State Street SPDR Portfolio… 0.4% $222.06M 2.62M +4.8% ▲ Add 3+
42 CSCO Cisco Systems, Inc. 0.4% $220.92M 1.92M -0.2% ▼ Trim 3+
43 META Meta Platforms, Inc. 0.4% $218.29M 374.20K +14.9% ▲ Add 3+
44 CB Chubb Limited 0.3% $207.04M 648.96K +86.9% ▲ Add 3+
45 LLY Eli Lilly and Company 0.3% $197.33M 183.70K +13.8% ▲ Add 3+
46 JPST JPMorgan Ultra-Short Income… 0.3% $195.71M 3.88M +6.6% ▲ Add 3+
47 MTUM iShares MSCI USA Momentum… 0.3% $195.51M 607.62K -1.1% ▼ Trim 3+
48 IEFA iShares Core MSCI EAFE ETF 0.3% $193.44M 1.99M +1.0% ▲ Add 3+
49 PG The Procter & Gamble Company 0.3% $191.59M 1.41M +12.4% ▲ Add 3+
50 V Visa Inc. 0.3% $189.23M 611.26K +3.1% ▲ Add 3+
51 MRK Merck & Co., Inc. 0.3% $183.55M 1.63M +13.5% ▲ Add 3+
52 VXUS Vanguard Total… 0.3% $181.71M 2.16M +6.8% ▲ Add 3+
53 SPYV State Street SPDR Portfolio… 0.3% $174.78M 2.83M +0.4% ▲ Add 3+
54 CVX Chevron Corporation 0.3% $173.75M 1.13M +9.6% ▲ Add 3+
55 TJX The TJX Companies, Inc. 0.3% $171.84M 1.19M +20.0% ▲ Add 3+
56 CIEN Ciena Corporation 0.3% $170.12M 379.98K +31.0% ▲ Add 3+
57 IBM International Business… 0.3% $169.81M 665.81K +7.8% ▲ Add 3+
58 SGOV iShares 0-3 Month Treasury… 0.3% $167.59M 1.67M +14.4% ▲ Add 3+
59 VEA Vanguard FTSE Developed… 0.3% $166.63M 2.36M +7.8% ▲ Add 3+
60 BOXX EA SERIES TRUST 0.3% $162.44M 1.38M -1.6% ▼ Trim 3+
61 GEV GE Vernova Inc. 0.3% $161.61M 153.51K +10.1% ▲ Add 3+
62 SNDK Sandisk Corporation 0.3% $158.71M 84.85K +175.1% ▲ Add 3+
63 GLW Corning Inc 0.3% $158.03M 854.66K -1.0% ▼ Trim 3+
64 SCHD Schwab U.S. Dividend Equity… 0.3% $154.77M 4.81M -3.5% ▼ Trim 3+
65 IWF iShares Russell 1000 Growth… 0.3% $153.59M 1.25M +0.2% ▲ Add 3+
66 SCHF Schwab International Equity… 0.3% $152.60M 5.54M -1.3% ▼ Trim 3+
67 GE GE Aerospace 0.2% $148.19M 418.78K +6.2% ▲ Add 3+
68 IJH iShares Core S&P Mid-Cap ETF 0.2% $146.34M 2.04M +1.5% ▲ Add 3+
69 TSLA Tesla, Inc. 0.2% $144.06M 366.82K +6.5% ▲ Add 3+
70 AMGN Amgen Inc. 0.2% $141.93M 464.22K +19.4% ▲ Add 3+
71 LMT Lockheed Martin Corporation 0.2% $141.49M 297.37K +25.6% ▲ Add 3+
72 DFAC Dimensional - US Core… 0.2% $141.49M 3.17M +6.3% ▲ Add 3+
73 IWB iShares Russell 1000 ETF 0.2% $136.33M 336.01K +0.7% ▲ Add 3+
74 PEP PepsiCo, Inc. 0.2% $135.02M 1.06M +7.7% ▲ Add 3+
75 VZ Verizon Communications Inc. 0.2% $134.90M 3.72M +31.2% ▲ Add 3+
76 JMUB JPMorgan Municipal ETF 0.2% $132.48M 2.63M +15.9% ▲ Add 3+
77 SPTM State Street SPDR Portfolio… 0.2% $131.09M 1.43M +1.8% ▲ Add 3+
78 BAC Bank of America Corporation 0.2% $131.08M 2.89M -28.5% ▼ Trim 3+
79 AUSF GLOBAL X FDS 0.2% $130.91M 2.61M +8.9% ▲ Add 3+
80 MS Morgan Stanley 0.2% $130.30M 730.08K +4.3% ▲ Add 3+
81 WDC Western Digital Corporation 0.2% $129.85M 231.21K +144.9% ▲ Add 3+
82 SCHV Schwab U.S. Large-Cap Value… 0.2% $128.19M 3.73M -2.2% ▼ Trim 3+
83 HELO JPMorgan Hedged Equity… 0.2% $127.67M 1.87M +9.5% ▲ Add 3+
84 ETN Eaton Corporation plc 0.2% $127.60M 314.81K +15.2% ▲ Add 3+
85 HD The Home Depot, Inc. 0.2% $125.78M 442.11K -12.6% ▼ Trim 3+
86 AMD Advanced Micro Devices, Inc. 0.2% $124.95M 333.74K +12.3% ▲ Add 3+
87 BUFR FT Vest Laddered Buffer ETF 0.2% $124.18M 3.38M +10.3% ▲ Add 3+
88 SHV iShares Trust iShares 0-1… 0.2% $122.27M 1.11M +11.2% ▲ Add 3+
89 IWD iShares Russell 1000 Value… 0.2% $121.98M 494.17K -0.7% ▼ Trim 3+
90 IEMG iShares Core MSCI Emerging… 0.2% $121.57M 1.50M -4.6% ▼ Trim 3+
91 CAT Caterpillar Inc. 0.2% $120.47M 182.07K +5.0% ▲ Add 3+
92 DSTL ETF SER SOLUTIONS 0.2% $119.12M 2.00M +9.7% ▲ Add 3+
93 SCHM Schwab U.S. Mid-Cap ETF 0.2% $118.74M 3.32M -3.0% ▼ Trim 3+
94 WM Waste Management, Inc. 0.2% $118.26M 565.07K +16.0% ▲ Add 3+
95 ABBV AbbVie Inc. 0.2% $117.40M 576.54K +6.7% ▲ Add 3+
96 MDYV State Street SPDR S&P 400… 0.2% $117.15M 1.25M -3.1% ▼ Trim 3+
97 UPS United Parcel Service, Inc. 0.2% $116.65M 1.06M +74.4% ▲ Add 3+
98 VGIT Vanguard Intermediate-Term… 0.2% $114.13M 1.95M +1.9% ▲ Add 3+
99 T AT&T Inc. 0.2% $113.06M 5.45M +34.9% ▲ Add 3+
100 RTX RTX Corporation 0.2% $111.21M 739.03K +4.8% ▲ Add 3+
101 TRV The Travelers Companies… 0.2% $109.44M 327.68K +90.7% ▲ Add 3+
102 WFC Wells Fargo & Company 0.2% $109.00M 1.39M +14.3% ▲ Add 3+
103 ABT Abbott Laboratories 0.2% $103.97M 1.16M -3.3% ▼ Trim 3+
104 TXN Texas Instruments… 0.2% $102.45M 341.70K +9.4% ▲ Add 3+
105 VRT Vertiv Holdings Co 0.2% $102.10M 330.32K +159.4% ▲ Add 3+
106 DFUV Dimensional - US Marketwide… 0.2% $101.97M 1.85M +2.6% ▲ Add 3+
107 QCOM QUALCOMM Incorporated 0.2% $101.43M 572.67K -1.0% ▼ Trim 3+
108 IEF iShares 7-10 Year Treasury… 0.2% $100.45M 1.07M -12.0% ▼ Trim 3+
109 KO The Coca-Cola Company 0.2% $100.05M 1.22M +19.4% ▲ Add 3+
110 BRIF FIS TR 0.2% $98.91M 2.66M Nuovo New 1
111 JMTG JPMorgan Mortgage-Backed… 0.2% $98.68M 1.96M +5.4% ▲ Add 3+
112 SCHO Schwab Short-Term U.S.… 0.2% $98.57M 4.10M +20.1% ▲ Add 3+
113 ICSH iShares Ultra Short… 0.2% $98.05M 1.95M +12.1% ▲ Add 3+
114 SCHA Schwab U.S. Small-Cap ETF 0.2% $97.36M 2.79M +3.7% ▲ Add 3+
115 NBCM NEUBERGER BERMAN ETF TRUST 0.2% $96.89M 3.54M +5.8% ▲ Add 3+
116 MA Mastercard Incorporated 0.2% $96.45M 234.50K +9.1% ▲ Add 3+
117 ALL The Allstate Corporation 0.2% $89.85M 369.31K +80.6% ▲ Add 3+
118 VNQ Vanguard Real Estate ETF 0.2% $89.81M 937.29K -1.4% ▼ Trim 3+
119 IVW iShares S&P 500 Growth ETF 0.2% $89.76M 647.65K +7.3% ▲ Add 3+
120 MCK McKesson Corporation 0.1% $86.25M 107.66K +1.0% ▲ Add 3+
121 XLG Invesco S&P 500 Top 50 ETF 0.1% $84.93M 1.37M -5.2% ▼ Trim 3+
122 DFUS Dimensional U.S. Equity ETF 0.1% $84.70M 1.04M +1.3% ▲ Add 3+
123 BMY Bristol-Myers Squibb Company 0.1% $84.21M 1.76M +7.9% ▲ Add 3+
124 BND Vanguard Total Bond Market… 0.1% $83.95M 1.17M +2.4% ▲ Add 3+
125 UNH UnitedHealth Group… 0.1% $83.65M 214.79K +6.9% ▲ Add 3+
126 RSP Invesco S&P 500 Equal… 0.1% $82.46M 384.80K -1.4% ▼ Trim 3+
127 VTEB Vanguard Tax-Exempt Bond ETF 0.1% $82.31M 1.66M +28.9% ▲ Add 3+
128 DIVO Amplify CWP Enhanced… 0.1% $81.42M 1.76M -9.3% ▼ Trim 3+
129 MCD McDonald's Corporation 0.1% $81.18M 299.92K +18.5% ▲ Add 3+
130 DFIV Dimensional - International… 0.1% $80.43M 1.45M +21.2% ▲ Add 3+
131 AXP American Express Company 0.1% $80.28M 243.96K +4.9% ▲ Add 3+
132 PM Philip Morris International… 0.1% $80.17M 459.31K -10.1% ▼ Trim 3+
133 MSI Motorola Solutions, Inc. 0.1% $79.71M 220.44K +13.6% ▲ Add 3+
134 DFAT Dimensional - US Targeted… 0.1% $79.57M 1.18M +9.2% ▲ Add 3+
135 JGRO JPMorgan Active Growth ETF 0.1% $79.54M 867.41K +6.7% ▲ Add 3+
136 BIV Vanguard Intermediate-Term… 0.1% $77.13M 1.01M +8.0% ▲ Add 3+
137 VBR Vanguard Morningstar… 0.1% $76.84M 317.45K -2.2% ▼ Trim 3+
138 COST Costco Wholesale Corporation 0.1% $76.12M 117.00K +0.6% ▲ Add 3+
139 CTA SIMPLIFY EXCHANGE TRADED FUN 0.1% $75.44M 3.10M +47.2% ▲ Add 3+
140 PANW Palo Alto Networks, Inc. 0.1% $75.34M 339.40K -8.4% ▼ Trim 3+
141 TSM Taiwan Semiconductor… 0.1% $75.33M 379.21K +8.3% ▲ Add 3+
142 TXUE THORNBURG ETF TR 0.1% $75.14M 2.16M +15.8% ▲ Add 3+
143 PFE Pfizer Inc. 0.1% $74.93M 3.16M +17.2% ▲ Add 3+
144 SCHR Schwab Intermediate-Term… 0.1% $74.71M 3.05M +18.0% ▲ Add 3+
145 SCHW The Charles Schwab… 0.1% $74.04M 732.75K +3.9% ▲ Add 3+
146 VB Vanguard Morningstar… 0.1% $73.82M 247.59K +8.6% ▲ Add 3+
147 EFA iShares MSCI EAFE ETF 0.1% $73.40M 710.19K +2.6% ▲ Add 3+
148 VCIT Vanguard Intermediate-Term… 0.1% $73.18M 1.01M +2.2% ▲ Add 3+
149 FMHI FIRST TR EXCH TRADED FD III 0.1% $72.74M 1.50M +13.0% ▲ Add 3+
150 TMUS T-Mobile US, Inc. 0.1% $72.40M 440.26K -34.9% ▼ Trim 3+
151 NOC Northrop Grumman Corporation 0.1% $72.28M 137.99K +52.9% ▲ Add 3+
152 ORCL Oracle Corporation 0.1% $71.40M 694.94K -12.9% ▼ Trim 3+
153 DUK Duke Energy Corporation 0.1% $71.22M 665.75K +13.8% ▲ Add 3+
154 PNC The PNC Financial Services… 0.1% $70.97M 291.02K +14.4% ▲ Add 3+
155 INTC Intel Corp. 0.1% $70.69M 724.21K -15.4% ▼ Trim 3+
156 WT WisdomTree, Inc. 0.3% $70.62M 727.47K +1.9% ▲ Add 3+
157 SCHB Schwab U.S. Broad Market ETF 0.1% $70.61M 2.50M +7.8% ▲ Add 3+
158 FEGE RBB FUND TRUST 0.1% $70.34M 1.41M +20.9% ▲ Add 3+
159 MUB iShares National Muni Bond… 0.1% $69.86M 652.81K +32.6% ▲ Add 3+
160 MDT Medtronic plc 0.1% $69.70M 921.46K +20.8% ▲ Add 3+
161 ADI Analog Devices, Inc. 0.1% $69.59M 261.42K -0.6% ▼ Trim 3+
162 CGDV Capital Group Dividend… 0.1% $68.54M 1.38M +6.7% ▲ Add 3+
163 CGGR Capital Group Growth ETF 0.1% $67.99M 1.44M +3.1% ▲ Add 3+
164 XLK State Street Technology… 0.1% $67.29M 365.64K +9.1% ▲ Add 3+
165 DHI D.R. Horton, Inc. 0.1% $66.70M 451.76K +43.1% ▲ Add 3+
166 SPAB State Street SPDR Portfolio… 0.1% $66.66M 2.64M -1.4% ▼ Trim 3+
167 FTMS PUTNAM ETF TRUST 0.1% $66.59M 6.71M +8.0% ▲ Add 3+
168 SPMO Invesco S&P 500 Momentum ETF 0.1% $66.00M 429.24K +35.0% ▲ Add 3+
169 SCHG Schwab U.S. Large-Cap… 0.1% $65.57M 1.89M +2.3% ▲ Add 3+
170 GILD Gilead Sciences, Inc. 0.1% $65.31M 603.84K +23.3% ▲ Add 3+
171 CRWD CrowdStrike Holdings, Inc. 0.1% $65.29M 376.87K +313.9% ▲ Add 3+
172 DBEF Xtrackers MSCI EAFE Hedged… 0.1% $64.01M 1.17M +0.2% ▲ Add 3+
173 IGIB iShares 5-10 Year… 0.1% $63.87M 1.21M +13.1% ▲ Add 3+
174 BA The Boeing Company 0.1% $63.58M 337.90K +19.1% ▲ Add 3+
175 NEE NextEra Energy, Inc. 0.1% $63.27M 755.70K +23.1% ▲ Add 3+
176 GLD SPDR Gold Shares 0.1% $62.96M 170.76K -8.5% ▼ Trim 3+
177 ENDW EA SERIES TRUST 0.1% $61.96M 1.83M +0.8% ▲ Add 3+
178 IWR iShares Russell Mid-Cap ETF 0.1% $61.94M 563.03K +1.6% ▲ Add 3+
179 JCPB JPMorgan Core Plus Bond ETF 0.1% $61.81M 1.33M +11.9% ▲ Add 3+
180 MMM 3M Company 0.1% $61.56M 392.93K +4.8% ▲ Add 3+
181 PYLD PIMCO Multisector Bond… 0.1% $61.06M 2.32M +9.0% ▲ Add 3+
182 CGBL Capital Group Core Balanced… 0.1% $60.10M 1.60M +18.3% ▲ Add 3+
183 AVUS Avantis U.S. Equity ETF 0.1% $60.02M 471.37K +3.6% ▲ Add 3+
184 CGGO Capital Group Global Growth… 0.1% $59.28M 1.45M +3.9% ▲ Add 3+
185 PLTR Palantir Technologies Inc. 0.1% $59.25M 492.83K +6.5% ▲ Add 3+
186 AVUV Avantis U.S. Small Cap… 0.1% $57.87M 466.90K +14.7% ▲ Add 3+
187 SPDW State Street SPDR Portfolio… 0.1% $57.68M 1.15M -2.8% ▼ Trim 3+
188 WINN HARBOR ETF TRUST 0.1% $57.56M 1.74M +9.2% ▲ Add 3+
189 GD General Dynamics Corporation 0.1% $57.53M 194.64K +10.9% ▲ Add 3+
190 NFLX Netflix, Inc. 0.1% $57.49M 945.96K +10.2% ▲ Add 3+
191 DIS The Walt Disney Company 0.1% $57.02M 726.54K +5.5% ▲ Add 3+
192 VYM Vanguard High Dividend… 0.1% $56.88M 353.16K +2.2% ▲ Add 3+
193 VGT Vanguard Information… 0.1% $56.88M 560.53K +14.2% ▲ Add 3+
194 ROST Ross Stores, Inc. 0.1% $56.28M 259.75K +20.7% ▲ Add 3+
195 IVZ Invesco Ltd. 0.1% $56.01M 1.97M +30.0% ▲ Add 3+
196 MBB iShares MBS ETF 0.1% $55.71M 594.47K +5.8% ▲ Add 3+
197 C Citigroup Inc. 0.1% $54.94M 522.27K +10.3% ▲ Add 3+
198 MO Altria Group, Inc. 0.1% $54.63M 768.10K +11.9% ▲ Add 3+
199 SO The Southern Company 0.1% $53.72M 570.50K +22.4% ▲ Add 3+
200 QUAL iShares MSCI USA Quality… 0.1% $53.55M 243.75K -11.1% ▼ Trim 3+
201 NOW ServiceNow, Inc. 0.1% $53.13M 501.81K +23.0% ▲ Add 3+
202 COWZ Pacer US Cash Cows 100 ETF 0.1% $52.98M 826.97K +5.2% ▲ Add 3+
203 JMBS Janus Henderson… 0.1% $52.04M 1.16M +8.4% ▲ Add 3+
204 TCAF T. Rowe Price Capital… 0.1% $51.72M 1.23M -0.6% ▼ Trim 3+
205 CMCSA Comcast Corporation 0.1% $51.58M 2.24M +36.3% ▲ Add 3+
206 ANET Arista Networks, Inc. 0.1% $51.34M 288.90K +19.1% ▲ Add 3+
207 ASML ASML Holding N.V. 0.1% $50.28M 30.40K +111.3% ▲ Add 3+
208 SCHP Schwab US TIPS ETF 0.1% $49.97M 1.92M +12.5% ▲ Add 3+
209 SCHZ Schwab U.S. Aggregate Bond… 0.1% $49.78M 2.17M -1.0% ▼ Trim 3+
210 CI Cigna Corporation 0.1% $49.40M 176.91K +20.1% ▲ Add 3+
211 PIMCO ETF TR (non mappato) $49.38M 1.01M
212 ONOF GLOBAL X FDS 0.1% $49.17M 1.22M -4.4% ▼ Trim 3+
213 SCCO Southern Copper Corporation 0.1% $49.16M 283.75K +47.5% ▲ Add 3+
214 COR Cencora, Inc. 0.1% $48.63M 162.14K +3.3% ▲ Add 3+
215 DFAI Dimensional - International… 0.1% $48.31M 1.16M +4.4% ▲ Add 3+
216 VO Vanguard Morningstar… 0.1% $48.13M 594.58K -0.5% ▼ Trim 3+
217 PRF Invesco RAFI US 1000 ETF 0.1% $48.10M 882.85K +7.4% ▲ Add 3+
218 LOW Lowe's Companies, Inc. 0.1% $47.84M 310.91K +4.0% ▲ Add 3+
219 STT State Street Corporation 0.1% $47.68M 269.47K +416.4% ▲ Add 3+
220 FAST Fastenal Company 0.1% $47.62M 1.05M +21.6% ▲ Add 3+
221 O Realty Income Corporation 0.1% $47.00M 750.13K +62.9% ▲ Add 3+
222 SCHE Schwab Emerging Markets… 0.1% $47.00M 1.31M +1.8% ▲ Add 3+
223 IWO iShares Russell 2000 Growth… 0.1% $46.92M 121.97K -10.6% ▼ Trim 3+
224 APH Amphenol Corporation 0.1% $46.66M 526.27K -66.3% ▼ Trim 3+
225 RDVY First Trust Rising Dividend… 0.1% $46.38M 577.64K +55.8% ▲ Add 3+
226 ITOT iShares Core S&P Total U.S.… 0.1% $46.18M 297.96K +3.4% ▲ Add 3+
227 HDEF Xtrackers MSCI EAFE High… 0.1% $45.98M 1.42M -7.2% ▼ Trim 3+
228 VV Vanguard Morningstar… 0.1% $45.91M 133.16K -0.4% ▼ Trim 3+
229 IWM iShares Russell 2000 ETF 0.1% $45.58M 158.22K +6.6% ▲ Add 3+
230 TER Teradyne, Inc. 0.1% $44.44M 131.11K +143.3% ▲ Add 3+
231 MGNR AMERICAN BEACON SELECT FUNDS 0.1% $44.07M 913.24K +23.0% ▲ Add 3+
232 ACWI iShares MSCI ACWI ETF 0.1% $43.83M 277.96K +0.1% ▲ Add 3+
233 IGSB iShares 1-5 Year Investment… 0.1% $43.80M 840.19K +15.1% ▲ Add 3+
234 IUSV iShares Core S&P U.S. Value… 0.1% $43.74M 391.56K +0.2% ▲ Add 3+
235 GS The Goldman Sachs Group… 0.1% $43.62M 84.24K -38.4% ▼ Trim 3+
236 TOTL State Street DoubleLine… 0.1% $43.37M 1.11M -7.9% ▼ Trim 3+
237 OMFL Invesco Russell 1000… 0.1% $43.31M 626.16K +0.8% ▲ Add 3+
238 SPYG State Street SPDR Portfolio… 0.1% $43.18M 359.82K -4.4% ▼ Trim 3+
239 WULF TeraWulf Inc. 0.1% $43.04M 1.96M +3.5% ▲ Add 3+
240 KLAC KLA Corporation 0.1% $42.86M 192.43K -84.4% ▼ Trim 3+
241 MGK Vanguard Morningstar Mega… 0.1% $42.53M 484.48K +3.3% ▲ Add 3+
242 PCAR PACCAR Inc 0.1% $42.35M 339.94K +2.3% ▲ Add 3+
243 ADP Automatic Data Processing… 0.1% $42.18M 175.70K +6.3% ▲ Add 3+
244 CVS CVS Health Corp. 0.1% $41.85M 428.35K +16.7% ▲ Add 3+
245 TBIL F/m US Treasury 3 Month… 0.1% $41.60M 833.24K -1.9% ▼ Trim 3+
246 PDBC Invesco Optimum Yield… 0.1% $41.44M 2.52M +3.7% ▲ Add 3+
247 FIX Comfort Systems USA, Inc. 0.1% $41.13M 25.63K -0.4% ▼ Trim 3+
248 ISRG Intuitive Surgical, Inc. 0.1% $41.05M 117.04K +17.2% ▲ Add 3+
249 MORGAN STANLEY ETF TRUST (non mappato) $41.03M 821.26K
250 RSG Republic Services, Inc. 0.1% $40.88M 214.86K -35.6% ▼ Trim 3+
251 HIG The Hartford Insurance… 0.1% $39.92M 302.23K +169.8% ▲ Add 3+
252 COP ConocoPhillips 0.1% $39.70M 404.27K +67.0% ▲ Add 3+
253 IUSB iShares Core Universal USD… 0.1% $39.33M 859.97K +31.3% ▲ Add 3+
254 VMBS Vanguard Mortgage-Backed… 0.1% $39.03M 840.34K +5.0% ▲ Add 3+
255 VRSN VeriSign, Inc. 0.1% $38.94M 150.83K -40.2% ▼ Trim 3+
256 IWN iShares Russell 2000 Value… 0.1% $38.92M 176.94K -16.2% ▼ Trim 3+
257 GSLC Goldman Sachs ActiveBeta… 0.1% $38.79M 269.90K -1.2% ▼ Trim 3+
258 DWAS INVESCO EXCH TRADED FD TR II 0.1% $38.49M 321.79K -20.7% ▼ Trim 3+
259 ACGL Arch Capital Group Ltd. 0.1% $38.43M 385.85K +218.9% ▲ Add 3+
260 AVEM Avantis Emerging Markets… 0.1% $37.99M 403.57K +33.2% ▲ Add 3+
261 HTRB Hartford Total Return Bond… 0.1% $37.99M 1.13M -0.3% ▼ Trim 3+
262 LIN Linde plc 0.1% $37.80M 117.70K +9.7% ▲ Add 3+
263 JSI JANUS DETROIT STR TR 0.1% $37.72M 736.29K +3.9% ▲ Add 3+
264 DUHP Dimensional - US High… 0.1% $37.63M 898.76K -42.1% ▼ Trim 3+
265 WELL Welltower Inc. 0.1% $37.50M 161.93K -41.1% ▼ Trim 3+
266 CNC Centene Corp. 0.1% $37.46M 618.35K +12.9% ▲ Add 3+
267 SDVY First Trust SMID Cap Rising… 0.1% $37.19M 870.71K +52.5% ▲ Add 3+
268 FIS TR (non mappato) $36.90M 1.48M
269 IVE iShares S&P 500 Value ETF 0.1% $36.87M 167.56K -7.5% ▼ Trim 3+
270 VCSH Vanguard Short-Term… 0.1% $36.50M 476.52K +14.7% ▲ Add 3+
271 SBUX Starbucks Corporation 0.1% $36.45M 434.71K -1.1% ▼ Trim 3+
272 GARP ISHARES TR 0.1% $36.38M 446.54K +452.2% ▲ Add 3+
273 FDX FedEx Corporation 0.1% $36.36M 122.37K -13.3% ▼ Trim 3+
274 DVN Devon Energy Corporation 0.1% $36.28M 871.01K -3.0% ▼ Trim 3+
275 PGR The Progressive Corporation 0.1% $36.03M 159.15K -40.6% ▼ Trim 3+
276 ED Consolidated Edison, Inc. 0.1% $35.93M 338.22K +50.0% ▲ Add 3+
277 DE Deere & Company 0.1% $35.92M 100.75K +0.5% ▲ Add 3+
278 AEP American Electric Power… 0.1% $35.87M 282.82K -16.8% ▼ Trim 3+
279 CARR Carrier Global Corporation 0.1% $35.72M 587.78K +3.3% ▲ Add 3+
280 CGMS Capital Group U.S.… 0.1% $35.50M 1.30M +2.4% ▲ Add 3+
281 USB U.S. Bancorp 0.1% $35.43M 582.50K +0.1% ▲ Add 3+
282 JEPI JPMorgan Equity Premium… 0.1% $35.42M 623.95K -18.9% ▼ Trim 3+
283 FTNT Fortinet, Inc. 0.1% $35.26M 274.92K +5.2% ▲ Add 3+
284 ESUM STRATEGY SHS 0.1% $35.24M 1.15M +20.8% ▲ Add 3+
285 DELL Dell Technologies Inc. 0.1% $35.14M 107.09K +0.4% ▲ Add 3+
286 SOXX iShares Semiconductor ETF 0.1% $35.07M 60.32K +4.9% ▲ Add 3+
287 MAS Masco Corporation 0.1% $34.95M 459.59K +9.8% ▲ Add 3+
288 SDY State Street SPDR S&P… 0.1% $34.61M 224.21K +0.2% ▲ Add 3+
289 DIA State Street SPDR Dow Jones… 0.1% $33.96M 66.27K +0.4% ▲ Add 3+
290 MDY State Street SPDR S&P… 0.1% $33.88M 49.11K +7.5% ▲ Add 3+
291 ESGU iShares ESG Aware MSCI USA… 0.1% $33.79M 205.16K +6.7% ▲ Add 3+
292 TEX Terex Corporation 0.1% $33.65M 510.77K +22.5% ▲ Add 3+
293 UNP Union Pacific Corporation 0.1% $33.59M 185.60K +2.4% ▲ Add 3+
294 TOL Toll Brothers, Inc. 0.1% $33.57M 248.41K +3.6% ▲ Add 3+
295 JQUA JPMorgan U.S. Quality… 0.1% $33.30M 459.44K -13.4% ▼ Trim 3+
296 SHY iShares 1-3 Year Treasury… 0.1% $33.14M 459.74K +4.1% ▲ Add 3+
297 PSC Principal U.S. Small-Cap… 0.1% $33.10M 483.65K +11.5% ▲ Add 3+
298 CINF Cincinnati Financial… 0.1% $32.62M 185.04K +205.1% ▲ Add 3+
299 EFV iShares MSCI EAFE Value ETF 0.1% $32.35M 412.65K -20.3% ▼ Trim 3+
300 PVAL Putnam Focused Large Cap… 0.1% $32.20M 621.44K -11.2% ▼ Trim 3+
301 KMI Kinder Morgan, Inc. 0.1% $32.09M 1.56M +5.9% ▲ Add 3+
302 DFSV Dimensional - US Small Cap… 0.1% $32.08M 826.86K +19.9% ▲ Add 3+
303 CGCP Capital Group Core Plus… 0.1% $31.91M 1.44M +8.3% ▲ Add 3+
304 HDV iShares Core High Dividend… 0.1% $31.89M 1.15M +3.0% ▲ Add 3+
305 XEL Xcel Energy Inc. 0.1% $31.80M 401.62K +9.7% ▲ Add 3+
306 DGRO iShares Core Dividend… 0.1% $31.71M 411.44K +6.0% ▲ Add 3+
307 PWR Quanta Services, Inc. 0.1% $31.55M 73.22K +7.5% ▲ Add 3+
308 DFLV Dimensional - US Large Cap… 0.1% $31.49M 787.19K +14.7% ▲ Add 3+
309 SYK Stryker Corporation 0.1% $31.45M 135.03K -1.7% ▼ Trim 3+
310 ACYN FIRST TR EXCHANGE-TRADED FD 0.1% $31.43M 1.52M Nuovo New 1
311 TFC Truist Financial Corporation 0.1% $31.33M 606.29K +1.4% ▲ Add 3+
312 CGV TWO RDS SHARED TR 0.1% $30.99M 2.01M +10.6% ▲ Add 3+
313 BLK BlackRock, Inc. 0.1% $30.96M 50.37K +2.3% ▲ Add 3+
314 FELC Fidelity Enhanced Large Cap… 0.1% $30.90M 725.41K +511.1% ▲ Add 3+
315 VEU Vanguard FTSE All-World… 0.1% $30.90M 370.09K +1.3% ▲ Add 3+
316 FERG Ferguson plc 0.1% $30.89M 138.54K +263.9% ▲ Add 3+
317 CSX CSX Corporation 0.1% $30.72M 1.04M +5.4% ▲ Add 3+
318 DFAE Dimensional - Emerging Core… 0.1% $30.50M 773.89K +1.4% ▲ Add 3+
319 VONG Vanguard Russell 1000… 0.1% $30.00M 235.19K -2.3% ▼ Trim 3+
320 ACN Accenture plc 0.1% $29.78M 292.65K +19.3% ▲ Add 3+
321 GPIQ Goldman Sachs Nasdaq-100… 0.1% $29.63M 509.53K +1.9% ▲ Add 3+
322 JAAA Janus Henderson AAA CLO ETF 0.1% $29.50M 583.64K +2.4% ▲ Add 3+
323 EOG EOG Resources, Inc. 0.1% $29.50M 239.55K +30.2% ▲ Add 3+
324 D Dominion Energy, Inc. 0.0% $29.47M 424.76K +11.9% ▲ Add 3+
325 IAU iShares Gold Trust 0.0% $29.44M 587.65K -2.1% ▼ Trim 3+
326 EPD Enterprise Products… 0.0% $29.40M 788.86K -5.9% ▼ Trim 3+
327 TLH iShares 10-20 Year Treasury… 0.0% $29.39M 298.34K +4.6% ▲ Add 3+
328 DFVX DIMENSIONAL ETF TRUST 0.0% $29.26M 352.09K +9.3% ▲ Add 3+
329 AKRE Akre Focus ETF 0.0% $29.24M 530.24K +1.3% ▲ Add 3+
330 BOND PIMCO Active Bond… 0.0% $29.09M 318.67K +3.0% ▲ Add 3+
331 EBAY eBay Inc. 0.0% $28.88M 256.03K +13.8% ▲ Add 3+
332 BX Blackstone Inc. 0.0% $28.86M 256.06K +9.5% ▲ Add 3+
333 VOE Vanguard Morningstar… 0.0% $28.70M 142.56K -4.1% ▼ Trim 3+
334 CMI Cummins Inc. 0.0% $28.69M 44.35K -8.6% ▼ Trim 3+
335 ORI Old Republic International… 0.0% $28.42M 694.98K +30.5% ▲ Add 3+
336 EIX Edison International 0.0% $28.33M 410.38K +4.1% ▲ Add 3+
337 ITW Illinois Tool Works Inc. 0.0% $28.25M 154.78K +10.5% ▲ Add 3+
338 TMO Thermo Fisher Scientific… 0.0% $28.20M 93.67K +3.4% ▲ Add 3+
339 FLS Flowserve Corporation 0.0% $27.93M 399.36K +2.0% ▲ Add 3+
340 EEM iShares MSCI Emerging… 0.0% $27.65M 456.87K +9.4% ▲ Add 3+
341 VBK Vanguard Morningstar… 0.0% $27.62M 77.97K +0.6% ▲ Add 3+
342 AIQ Global X - Artificial… 0.0% $27.43M 432.45K +5.5% ▲ Add 3+
343 STX Seagate Technology Holdings… 0.0% $27.37M 31.53K +25.0% ▲ Add 3+
344 OAKM HARRIS OAKMARK ETF TRUST 0.0% $27.26M 935.88K +7.5% ▲ Add 3+
345 PSX Phillips 66 0.0% $27.19M 165.33K +14.3% ▲ Add 3+
346 QSR Restaurant Brands… 0.0% $27.14M 365.67K +24.1% ▲ Add 3+
347 CHRW C.H. Robinson Worldwide… 0.0% $27.09M 141.30K -0.7% ▼ Trim 3+
348 DHR Danaher Corporation 0.0% $27.09M 139.46K -14.8% ▼ Trim 3+
349 MTG MGIC Investment Corporation 0.0% $27.00M 995.12K +4.8% ▲ Add 3+
350 VLO Valero Energy Corporation 0.0% $26.86M 177.48K +9.3% ▲ Add 3+
351 ESGD iShares ESG Aware MSCI EAFE… 0.0% $26.72M 261.61K +6.9% ▲ Add 3+
352 JMST JPMorgan Ultra-Short… 0.0% $26.70M 524.26K +33.1% ▲ Add 3+
353 AU AngloGold Ashanti plc 0.0% $26.69M 451.40K +33.8% ▲ Add 3+
354 WRB W. R. Berkley Corporation 0.0% $26.68M 377.81K +240.8% ▲ Add 3+
355 SUB iShares Short-Term National… 0.0% $26.65M 254.56K +28.7% ▲ Add 3+
356 SUSL ISHARES TR 0.0% $26.60M 201.36K -0.4% ▼ Trim 3+
357 VOT Vanguard Morningstar… 0.0% $26.55M 87.83K -1.1% ▼ Trim 3+
358 GLOBAL X FDS (non mappato) $26.39M 1.05M
359 HON Honeywell International Inc. 0.0% $26.38M 155.21K +11.0% ▲ Add 3+
360 NEM Newmont Corporation 0.0% $26.37M 289.16K -5.1% ▼ Trim 3+
361 BIL State Street SPDR Bloomberg… 0.0% $26.31M 318.13K -8.1% ▼ Trim 3+
362 MDLZ Mondelez International, Inc. 0.0% $26.24M 460.10K +14.0% ▲ Add 3+
363 EXC Exelon Corporation 0.0% $26.11M 807.71K +18.8% ▲ Add 3+
364 WT WisdomTree, Inc. 0.3% $25.98M 248.74K +1.9% ▲ Add 3+
365 BSV Vanguard Short-Term Bond ETF 0.0% $25.68M 337.30K -1.7% ▼ Trim 3+
366 HONA Honeywell Aerospace Inc 0.0% $25.67M 149.91K Nuovo New 1
367 PFF iShares Preferred and… 0.0% $25.45M 874.52K +2.9% ▲ Add 3+
368 CGCB Capital Group Core Bond ETF 0.0% $25.42M 976.24K +3.9% ▲ Add 3+
369 COF Capital One Financial… 0.0% $25.38M 199.15K +9.7% ▲ Add 3+
370 TMSL T. Rowe Price Small-Mid Cap… 0.0% $25.31M 586.66K +12.1% ▲ Add 3+
371 TROW T. Rowe Price Group, Inc. 0.0% $25.13M 215.26K +528.0% ▲ Add 3+
372 CL Colgate-Palmolive Company 0.0% $25.07M 282.45K +27.3% ▲ Add 3+
373 MOAT VanEck Morningstar Wide… 0.0% $25.00M 249.87K -12.2% ▼ Trim 3+
374 SMMU PIMCO ETF TR 0.0% $24.96M 495.50K -0.3% ▼ Trim 3+
375 EAGG iShares ESG Aware U.S.… 0.0% $24.94M 544.65K +9.4% ▲ Add 3+
376 CGUS Capital Group Core Equity… 0.0% $24.84M 554.54K +6.0% ▲ Add 3+
377 INTU Intuit Inc. 0.0% $24.71M 161.05K +25.1% ▲ Add 3+
378 PCG PG&E Corporation 0.0% $24.66M 1.59M +6.7% ▲ Add 3+
379 EA Electronic Arts Inc. 0.0% $24.65M 122.69K +46.8% ▲ Add 3+
380 WCMI FIRST TR EXCHANGE-TRADED FD 0.0% $24.57M 1.25M +43.6% ▲ Add 3+
381 FDVV Fidelity High Dividend ETF 0.0% $24.37M 392.25K +2.8% ▲ Add 3+
382 CBOE Cboe Global Markets, Inc. 0.0% $24.33M 92.31K +1677.9% ▲ Add 3+
383 DVY iShares Select Dividend ETF 0.0% $24.31M 160.09K -2.0% ▼ Trim 3+
384 MPC Marathon Petroleum… 0.0% $24.27M 90.85K -4.9% ▼ Trim 3+
385 FCX Freeport-McMoRan Inc. 0.0% $24.24M 757.66K +5.9% ▲ Add 3+
386 IXUS iShares Core MSCI Total… 0.0% $24.16M 253.61K +4.9% ▲ Add 3+
387 EFG iShares MSCI EAFE Growth ETF 0.0% $24.14M 196.81K +11.6% ▲ Add 3+
388 MCHP Microchip Technology… 0.0% $24.13M 272.38K +0.1% ▲ Add 3+
389 ECL Ecolab Inc. 0.0% $24.10M 89.10K -2.6% ▼ Trim 3+
390 EMR Emerson Electric Co. 0.0% $24.06M 253.35K +7.0% ▲ Add 3+
391 EQT EQT Corporation 0.0% $23.87M 488.57K +24.7% ▲ Add 3+
392 SNOW Snowflake Inc. 0.0% $23.48M 97.26K +43.2% ▲ Add 3+
393 UI Ubiquiti Inc. 0.0% $23.40M 43.27K -63.3% ▼ Trim 3+
394 WT WisdomTree, Inc. 0.3% $23.39M 434.77K +1.9% ▲ Add 3+
395 ABNB Airbnb, Inc. 0.0% $23.36M 174.69K +14.2% ▲ Add 3+
396 VIGI Vanguard International… 0.0% $23.28M 247.49K +60.5% ▲ Add 3+
397 SPEM State Street SPDR Portfolio… 0.0% $23.26M 455.25K -7.4% ▼ Trim 3+
398 IYW iShares U.S. Technology ETF 0.0% $23.25M 92.98K +1.0% ▲ Add 3+
399 OKE ONEOK, Inc. 0.0% $23.23M 258.29K +10.2% ▲ Add 3+
400 DYNF iShares U.S. Equity Factor… 0.0% $23.21M 340.68K +5.1% ▲ Add 3+
401 IVLU iShares MSCI Intl Value… 0.0% $23.10M 542.68K +5.3% ▲ Add 3+
402 PRFZ INVESCO EXCHANGE TRADED FD T 0.0% $23.05M 422.43K +2.5% ▲ Add 3+
403 GM General Motors Company 0.0% $22.95M 308.55K +10.1% ▲ Add 3+
404 SPMD State Street SPDR Portfolio… 0.0% $22.56M 498.54K -2.3% ▼ Trim 3+
405 SPLV Invesco S&P 500 Low… 0.0% $22.46M 296.11K +10.5% ▲ Add 3+
406 VICI VICI Properties Inc. 0.0% $22.10M 862.04K +51.4% ▲ Add 3+
407 YUM Yum! Brands, Inc. 0.0% $21.86M 216.80K -18.1% ▼ Trim 3+
408 IEI iShares 3-7 Year Treasury… 0.0% $21.77M 215.35K +19.0% ▲ Add 3+
409 JEPQ JPMorgan Nasdaq Equity… 0.0% $21.70M 358.66K -5.8% ▼ Trim 3+
410 AMT American Tower Corporation 0.0% $21.69M 130.00K -39.0% ▼ Trim 3+
411 TGT Target Corporation 0.0% $21.63M 168.86K +8.4% ▲ Add 3+
412 ADSK Autodesk, Inc. 0.0% $21.60M 104.66K +18.9% ▲ Add 3+
413 DAL Delta Air Lines, Inc. 0.0% $21.53M 265.16K +0.1% ▲ Add 3+
414 VRTX Vertex Pharmaceuticals… 0.0% $21.50M 45.89K +12.8% ▲ Add 3+
415 AVAV AeroVironment, Inc. 0.0% $21.48M 148.54K +25.5% ▲ Add 3+
416 ITA iShares U.S. Aerospace &… 0.0% $21.47M 89.82K +8.5% ▲ Add 3+
417 HACK AMPLIFY ETF TR 0.0% $21.45M 196.83K +0.2% ▲ Add 3+
418 SPGI S&P Global Inc. 0.0% $21.42M 53.09K -13.7% ▼ Trim 3+
419 CGCV Capital Group Conservative… 0.0% $21.38M 646.08K -22.3% ▼ Trim 3+
420 DFAX Dimensional World ex U.S.… 0.0% $21.32M 577.69K -2.6% ▼ Trim 3+
421 SPG Simon Property Group, Inc. 0.0% $21.31M 100.72K +233.8% ▲ Add 3+
422 VONE Vanguard Russell 1000 ETF 0.0% $21.28M 62.30K -2.3% ▼ Trim 3+
423 JBHT J.B. Hunt Transport… 0.0% $21.21M 85.05K +14.0% ▲ Add 3+
424 NVS Novartis AG 0.0% $21.20M 150.66K +1.9% ▲ Add 3+
425 XLV State Street Health Care… 0.0% $21.07M 130.99K +13.0% ▲ Add 3+
426 GWW W.W. Grainger, Inc. 0.0% $21.07M 15.62K +15.9% ▲ Add 3+
427 SLYV State Street SPDR S&P 600… 0.0% $21.06M 197.63K -6.7% ▼ Trim 3+
428 JCI Johnson Controls… 0.0% $21.00M 164.53K +12.2% ▲ Add 3+
429 CME CME Group Inc. 0.0% $20.81M 94.88K -44.5% ▼ Trim 3+
430 MAR Marriott International, Inc. 0.0% $20.80M 56.69K +21.2% ▲ Add 3+
431 SHW The Sherwin-Williams Company 0.0% $20.74M 62.11K +12.8% ▲ Add 3+
432 TT Trane Technologies plc 0.0% $20.66M 44.87K +12.2% ▲ Add 3+
433 JPIN J P MORGAN EXCHANGE TRADED F 0.0% $20.59M 280.70K -2.0% ▼ Trim 3+
434 PHYS Sprott Physical Gold Trust 0.0% $20.54M 662.67K -40.4% ▼ Trim 3+
435 IDMO Invesco S&P International… 0.0% $20.51M 340.98K +6.6% ▲ Add 3+
436 APD Air Products and Chemicals… 0.0% $20.41M 82.67K -52.1% ▼ Trim 3+
437 QLTY GMO ETF TRUST 0.0% $20.34M 484.90K +4.2% ▲ Add 3+
438 MTB M&T Bank Corporation 0.0% $20.31M 84.78K +124.6% ▲ Add 3+
439 FTI TechnipFMC plc 0.0% $20.25M 311.70K +2.5% ▲ Add 3+
440 GLTR abrdn Physical Precious… 0.0% $20.24M 109.54K +12.2% ▲ Add 3+
441 AMLP Alerian MLP ETF 0.0% $20.14M 382.11K +2.0% ▲ Add 3+
442 USRT iShares Core U.S. REIT ETF 0.0% $19.97M 299.17K -28.8% ▼ Trim 3+
443 DFSU DIMENSIONAL ETF TRUST 0.0% $19.72M 415.68K -3.3% ▼ Trim 3+
444 ITM VanEck Intermediate Muni ETF 0.0% $19.56M 418.82K +3.8% ▲ Add 3+
445 WT WisdomTree, Inc. 0.3% $19.42M 327.75K +1.9% ▲ Add 3+
446 HWM Howmet Aerospace Inc. 0.0% $19.34M 84.58K -64.5% ▼ Trim 3+
447 SPSM State Street SPDR Portfolio… 0.0% $19.33M 345.54K +2.6% ▲ Add 3+
448 ILCG iShares Morningstar Growth… 0.0% $19.16M 164.40K +5.5% ▲ Add 3+
449 MNST Monster Beverage Corporation 0.0% $19.13M 208.69K +26.5% ▲ Add 3+
450 XLRE State Street Real Estate… 0.0% $19.02M 428.01K +3.7% ▲ Add 3+
451 PAYX Paychex, Inc. 0.0% $19.02M 186.48K +31.7% ▲ Add 3+
452 PH Parker-Hannifin Corporation 0.0% $19.01M 46.18K +6.8% ▲ Add 3+
453 RDN Radian Group Inc. 0.0% $19.00M 514.79K +3.3% ▲ Add 3+
454 ILMN Illumina, Inc. 0.0% $18.93M 107.79K -4.7% ▼ Trim 3+
455 ORLY O'Reilly Automotive, Inc. 0.0% $18.91M 238.53K +11.0% ▲ Add 3+
456 DISV Dimensional - International… 0.0% $18.87M 461.41K +11.4% ▲ Add 3+
457 AZO AutoZone, Inc. 0.0% $18.75M 6.19K +8.9% ▲ Add 3+
458 GPC Genuine Parts Company 0.0% $18.65M 151.33K +6.8% ▲ Add 3+
459 PMAY INNOVATOR ETFS TRUST 0.0% $18.53M 445.28K Nuovo New 1
460 VGLT Vanguard Long-Term Treasury… 0.0% $18.51M 342.50K +2.5% ▲ Add 3+
461 WPC W. P. Carey Inc. 0.0% $18.43M 257.15K +66.5% ▲ Add 3+
462 BNDX Vanguard Total… 0.0% $18.36M 381.85K +16.7% ▲ Add 3+
463 CRS Carpenter Technology… 0.0% $18.31M 34.01K +68.1% ▲ Add 3+
464 CWB State Street SPDR Bloomberg… 0.0% $18.30M 173.89K +11.2% ▲ Add 3+
465 INCM FRANKLIN TEMPLETON ETF TR 0.0% $18.21M 625.44K -0.2% ▼ Trim 3+
466 MAA Mid-America Apartment… 0.0% $18.20M 140.66K +36.6% ▲ Add 3+
467 SPTI State Street SPDR Portfolio… 0.0% $18.11M 642.54K +45.0% ▲ Add 3+
468 MC Moelis & Company 0.0% $18.10M 283.88K +0.1% ▲ Add 3+
469 FBND Fidelity Total Bond ETF 0.0% $18.10M 399.94K +12.1% ▲ Add 3+
470 AWK American Water Works… 0.0% $18.07M 138.23K +29.6% ▲ Add 3+
471 XLE State Street Energy Select… 0.0% $18.02M 331.21K -0.4% ▼ Trim 3+
472 HII Huntington Ingalls… 0.0% $17.99M 64.26K -43.1% ▼ Trim 3+
473 HPE Hewlett Packard Enterprise… 0.0% $17.79M 376.72K +5.3% ▲ Add 3+
474 WEC WEC Energy Group, Inc. 0.0% $17.76M 154.53K -11.5% ▼ Trim 3+
475 EXPE Expedia Group, Inc. 0.0% $17.76M 69.52K +14.2% ▲ Add 3+
476 MRVL Marvell Technology, Inc. 0.0% $17.70M 79.94K +21.6% ▲ Add 3+
477 AVDV Avantis International Small… 0.0% $17.58M 168.72K +77.8% ▲ Add 3+
478 DFAS Dimensional - US Small Cap… 0.0% $17.57M 269.12K -11.1% ▼ Trim 3+
479 AKAM Akamai Technologies, Inc. 0.0% $17.54M 145.05K +162.9% ▲ Add 3+
480 FTSM First Trust Enhanced Short… 0.0% $17.49M 292.46K -9.7% ▼ Trim 3+
481 XLF State Street Financial… 0.0% $17.49M 363.27K +10.9% ▲ Add 3+
482 STIP iShares 0-5 Year TIPS Bond… 0.0% $17.45M 216.27K +19.9% ▲ Add 3+
483 ES Eversource Energy 0.0% $17.37M 255.79K +74.7% ▲ Add 3+
484 ET Energy Transfer LP 0.0% $17.25M 877.66K +7.4% ▲ Add 3+
485 ILCB ISHARES TR 0.0% $17.20M 164.36K -2.6% ▼ Trim 3+
486 GBIL Goldman Sachs Access… 0.0% $17.14M 171.41K +117.5% ▲ Add 3+
487 BRK-A Berkshire Hathaway Inc. 0.0% $17.01M 27 -18.2% ▼ Trim 3+
488 PIZ INVESCO EXCH TRADED FD TR II 0.0% $16.96M 313.97K -1.0% ▼ Trim 3+
489 MGC Vanguard Morningstar Mega… 0.0% $16.91M 61.08K +1.0% ▲ Add 3+
490 SPIB State Street SPDR Portfolio… 0.0% $16.85M 820.90K -8.3% ▼ Trim 3+
491 SPCX Space Exploration… 0.0% $16.84M 117.44K Nuovo New 1
492 WMB The Williams Companies, Inc. 0.0% $16.74M 223.07K +1.0% ▲ Add 3+
493 GIS General Mills, Inc. 0.0% $16.73M 490.18K +48.1% ▲ Add 3+
494 MRSH Marsh & McLennan Companies… 0.0% $16.72M 96.14K -12.5% ▼ Trim 3+
495 CGSD Capital Group Short… 0.0% $16.62M 646.05K +9.7% ▲ Add 3+
496 BNY Bank of New York Mellon Corp 0.0% $16.46M 112.49K -50.1% ▼ Trim 3+
497 MINT PIMCO Enhanced Short… 0.0% $16.39M 163.01K +11.6% ▲ Add 3+
498 EXPD Expeditors International of… 0.0% $16.26M 104.97K +15.8% ▲ Add 3+
499 INCY Incyte Corporation 0.0% $16.26M 151.50K +3.5% ▲ Add 3+
500 AFL Aflac Incorporated 0.0% $16.16M 132.53K -38.8% ▼ Trim 3+

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

Età della posizione
4670–1 trimestri
32512–4 trimestri

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

Gestori simili
GestorePosizioni comuniSovrapposizione di nomiSimilarità ponderata
Mariner, LLC 2702 61.8% 0.7447 Confronta ⇄
Truist Financial Corp 2255 54.7% 0.7427 Confronta ⇄
Corient Private Wealth LP 2440 58.4% 0.7136 Confronta ⇄
Cetera Investment Advisers 3078 63.5% 0.7129 Confronta ⇄
Mml Investors Services, Llc 2424 56.6% 0.7076 Confronta ⇄
Envestnet Asset Management Inc 3078 63.5% 0.7041 Confronta ⇄
Captrust Financial Advisors 2665 65.0% 0.7018 Confronta ⇄
Fifth Third Bancorp 3105 66.0% 0.6868 Confronta ⇄

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

Registro dei depositi
Jul 15 2026 13F-HR · periodo Q2 2026

$59.79B · 4,384 posizioni · Visualizza la dichiarazione SEC originale ↗

Apr 08 2026 13F-HR · periodo Q1 2026

$49.10B · 3,722 posizioni · Visualizza la dichiarazione SEC originale ↗

Jan 08 2026 13F-HR · periodo Q4 2025

$73.73B · 3,925 posizioni · Visualizza la dichiarazione SEC originale ↗

Oct 29 2025 13F-HR · periodo Q3 2025

$66.14B · 3,831 posizioni · Visualizza la dichiarazione SEC originale ↗

Jul 10 2025 13F-HR · periodo Q2 2025

$60.45B · 3,397 posizioni · Visualizza la dichiarazione SEC originale ↗

Provenienza: Tutte le posizioni analizzate dalle tabelle informative 13F di questo gestore su SEC EDGAR; valori come riportati, USD interi. Le variazioni confrontano l'ultima versione accettata di ciascun trimestre (emendamenti incorporati) sui conteggi di azioni rettificati per i frazionamenti. Periodo di rendicontazione: Q2 2026 · ultimo filing Jul 15, 2026 · Metodologia di calcolo