Карточка управляющего

Wells Fargo & Company/Mn

San Francisco, CA · CIK 72971 · Документы EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Разница ⇄

$617.42BОтчётная стоимость по 13F

18,984Позиции

19.9%Вес топ-10

141.80Эффективные позиции

3.4%Расч. оборачиваемость

+247Новый

−188Выходы

Отчётная стоимость портфеля по 13F включает только отчётные длинные позиции в США — без учёта денежных средств, облигаций, коротких позиций и активов за пределами США. Это не активы под управлением.

Отчётная стоимость по кварталам Q4 2025 → Q2 2026

Распределение по секторам

Финансовые услуги 50.3% (-0.1pp)

Технологии 19.0% (+2.6pp)

Промышленность 6.4% (+0.1pp)

Здравоохранение 5.6% (-0.4pp)

Коммуникационные услуги 4.8% (+0.0pp)

Потребительский цикличный 4.6% (-0.3pp)

Потребительский защитный 2.9% (-0.6pp)

Энергетика 2.4% (-0.8pp)

Коммунальные услуги 1.8% (-0.2pp)

Сырьевые материалы 1.3% (-0.2pp)

Недвижимость 0.9% (-0.1pp)

Доля в совокупной стоимости объявленного обыкновенного капитала; (±пп) к предыдущему кварталу.

Портфель · Q2 2026

#	Ценная бумага	Вес	Стоимость	Акции	Δ акций		Держится
1	AAPL Apple Inc.	3.0%	$9.43B	32.59M	+2.0%	▲ Add	3+
2	IVV iShares Core S&P 500 ETF	2.7%	$8.09B	10.80M	+4.3%	▲ Add	3+
3	MSFT Microsoft Corporation	2.2%	$7.10B	19.03M	+0.3%	▲ Add	3+
4	GOOGL Alphabet Inc.	1.8%	$6.78B	18.98M	+5.0%	▲ Add	3+
5	NVDA NVIDIA Corporation	2.0%	$6.37B	31.84M	+3.3%	▲ Add	3+
6	ITOT iShares Core S&P Total U.S.…	1.9%	$6.04B	36.77M	+0.9%	▲ Add	3+
7	AVGO Broadcom Inc.	1.7%	$5.62B	14.88M	-2.1%	▼ Trim	3+
8	IEFA iShares Core MSCI EAFE ETF	1.5%	$5.11B	52.94M	+6.5%	▲ Add	3+
9	JPM JPMorgan Chase & Co.	1.3%	$4.58B	14.00M	+1.5%	▲ Add	3+
10	IEMG iShares Core MSCI Emerging…	1.3%	$4.48B	54.03M	+4.3%	▲ Add	3+
11	AMZN Amazon.com, Inc.	1.4%	$4.37B	18.34M	-0.8%	▼ Trim	3+
12	VO Vanguard Morningstar…	1.5%	$4.31B	53.51M	-1.2% ✂	▼ Trim	3+
13	AGG iShares Core U.S. Aggregate…	1.1%	$4.04B	40.80M	+2.1%	▲ Add	3+
14	AAPL Apple Inc.	3.0%	$3.93B	13.60M	+2.0%	▲ Add	3+
15	SPY State Street SPDR S&P 500…	1.6%	$3.56B	4.76M	+27.4%	▲ Add	3+
16	IVV iShares Core S&P 500 ETF	2.7%	$3.32B	4.44M	+4.3%	▲ Add	3+
17	ITOT iShares Core S&P Total U.S.…	1.9%	$3.28B	19.96M	+0.9%	▲ Add	3+
18	META Meta Platforms, Inc.	1.0%	$3.21B	5.69M	+3.8%	▲ Add	3+
19	IVV iShares Core S&P 500 ETF	2.7%	$3.21B	4.28M	+4.3%	▲ Add	3+
20	LLY Eli Lilly and Company	1.0%	$3.19B	2.66M	+5.5%	▲ Add	3+
21	XLK State Street Technology…	0.8%	$3.11B	16.31M	+4.7%	▲ Add	3+
22	GOOG Alphabet Inc.	1.1%	$3.01B	8.53M	+3.7%	▲ Add	3+
23	QQQ Invesco QQQ Trust, Series 1	0.9%	$2.98B	4.05M	+11.4%	▲ Add	3+
24	VO Vanguard Morningstar…	1.5%	$2.85B	35.34M	-1.2% ✂	▼ Trim	3+
25	MSFT Microsoft Corporation	2.2%	$2.78B	7.45M	+0.3%	▲ Add	3+
26	SPY State Street SPDR S&P 500…	1.6%	$2.77B	3.70M	+27.4%	▲ Add	3+
27	JNJ Johnson & Johnson	0.8%	$2.76B	10.87M	+2.6%	▲ Add	3+
28	IWR iShares Russell Mid-Cap ETF	0.9%	$2.74B	24.88M	+5.9%	▲ Add	3+
29	CSCO Cisco Systems, Inc.	0.8%	$2.73B	23.21M	-2.0%	▼ Trim	3+
30	NVDA NVIDIA Corporation	2.0%	$2.65B	13.25M	+3.3%	▲ Add	3+
31	GOOGL Alphabet Inc.	1.8%	$2.61B	7.30M	+5.0%	▲ Add	3+
32	VOO Vanguard S&P 500 ETF	0.8%	$2.60B	3.78M	+3.4%	▲ Add	3+
33	IJH iShares Core S&P Mid-Cap ETF	0.8%	$2.43B	31.58M	+6.5%	▲ Add	3+
34	GSLC Goldman Sachs ActiveBeta…	0.7%	$2.43B	17.12M	-2.3%	▼ Trim	3+
35	AAPL Apple Inc.	3.0%	$2.24B	7.74M	+2.0%	▲ Add	3+
36	VEA Vanguard FTSE Developed…	0.7%	$2.17B	30.43M	-5.5%	▼ Trim	3+
37	ADI Analog Devices, Inc.	0.6%	$2.14B	5.38M	-1.8%	▼ Trim	3+
38	AVGO Broadcom Inc.	1.7%	$2.11B	5.59M	-2.1%	▼ Trim	3+
39	IWM iShares Russell 2000 ETF	0.6%	$2.03B	6.75M	+23.4%	▲ Add	3+
40	WMT Walmart Inc.	0.6%	$1.94B	17.17M	-1.7%	▼ Trim	3+
41	IEFA iShares Core MSCI EAFE ETF	1.5%	$1.94B	20.05M	+6.5%	▲ Add	3+
42	V Visa Inc.	0.8%	$1.91B	5.57M	+67.9%	▲ Add	3+
43	USHY iShares Broad USD High…	0.5%	$1.88B	50.70M	+55.2%	▲ Add	3+
44	CVX Chevron Corporation	0.5%	$1.88B	11.31M	-2.7%	▼ Trim	3+
45	JPM JPMorgan Chase & Co.	1.3%	$1.85B	5.65M	+1.5%	▲ Add	3+
46	AMZN Amazon.com, Inc.	1.4%	$1.81B	7.60M	-0.8%	▼ Trim	3+
47	AMGN Amgen Inc.	0.5%	$1.78B	4.91M	+2.1%	▲ Add	3+
48	COST Costco Wholesale Corporation	0.5%	$1.77B	1.89M	-0.2%	▼ Trim	3+
49	MU Micron Technology, Inc.	0.6%	$1.69B	1.46M	+16.4%	▲ Add	3+
50	GE GE Aerospace	0.4%	$1.68B	4.50M	+0.8%	▲ Add	3+
51	V Visa Inc.	0.8%	$1.63B	4.76M	+67.9%	▲ Add	3+
52	IEMG iShares Core MSCI Emerging…	1.3%	$1.62B	19.61M	+4.3%	▲ Add	3+
53	IEFA iShares Core MSCI EAFE ETF	1.5%	$1.60B	16.58M	+6.5%	▲ Add	3+
54	AAPL Apple Inc.	3.0%	$1.59B	5.50M	+2.0%	▲ Add	3+
55	ITOT iShares Core S&P Total U.S.…	1.9%	$1.59B	9.65M	+0.9%	▲ Add	3+
56	NEE NextEra Energy, Inc.	0.5%	$1.58B	18.01M	+2.7%	▲ Add	3+
57	BND Vanguard Total Bond Market…	0.4%	$1.58B	21.52M	+11.6%	▲ Add	3+
58	BIV Vanguard Intermediate-Term…	0.4%	$1.55B	20.17M	-4.7%	▼ Trim	3+
59	SNDK Sandisk Corporation	0.3%	$1.54B	675.85K	+171.5%	▲ Add	3+
60	MSFT Microsoft Corporation	2.2%	$1.53B	4.10M	+0.3%	▲ Add	3+
61	LRCX Lam Research Corporation	0.6%	$1.53B	3.53M	+42.2%	▲ Add	3+
62	PSX Phillips 66	0.4%	$1.51B	8.92M	-9.5%	▼ Trim	3+
63	BLK BlackRock, Inc.	0.4%	$1.50B	1.56M	+1.2%	▲ Add	3+
64	IUSB iShares Core Universal USD…	0.4%	$1.48B	32.17M	+1.8%	▲ Add	3+
65	MA Mastercard Incorporated	0.4%	$1.47B	2.85M	+9.5%	▲ Add	3+
66	NVDA NVIDIA Corporation	2.0%	$1.45B	7.26M	+3.3%	▲ Add	3+
67	VO Vanguard Morningstar…	1.5%	$1.45B	18.00M	-1.2% ✂	▼ Trim	3+
68	QQQ Invesco QQQ Trust, Series 1	0.9%	$1.44B	1.96M	+11.4%	▲ Add	3+
69	AXP American Express Company	0.4%	$1.39B	4.10M	+4.8%	▲ Add	3+
70	AMD Advanced Micro Devices, Inc.	0.6%	$1.38B	2.38M	+20.4%	▲ Add	3+
71	VIG Vanguard Dividend…	0.4%	$1.36B	5.74M	-6.8%	▼ Trim	3+
72	GOOG Alphabet Inc.	1.1%	$1.35B	3.81M	+3.7%	▲ Add	3+
73	MCD McDonald's Corporation	0.4%	$1.33B	4.90M	+1.0%	▲ Add	3+
74	VUG Vanguard Morningstar Growth…	0.4%	$1.32B	15.33M	-1.4% ✂	▼ Trim	3+
75	IEMG iShares Core MSCI Emerging…	1.3%	$1.31B	15.82M	+4.3%	▲ Add	3+
76	LIN Linde plc	0.3%	$1.31B	2.52M	+1.1%	▲ Add	3+
77	CAT Caterpillar Inc.	0.4%	$1.28B	1.20M	+3.4%	▲ Add	3+
78	BAC Bank of America Corporation	0.3%	$1.28B	22.42M	+2.8%	▲ Add	3+
79	EMB iShares J.P. Morgan USD…	0.4%	$1.27B	13.21M	+5.4%	▲ Add	3+
80	TSM Taiwan Semiconductor…	0.4%	$1.27B	2.66M	+6.8%	▲ Add	3+
81	PG The Procter & Gamble Company	0.4%	$1.27B	8.63M	-2.8%	▼ Trim	3+
82	IWR iShares Russell Mid-Cap ETF	0.9%	$1.26B	11.38M	+5.9%	▲ Add	3+
83	META Meta Platforms, Inc.	1.0%	$1.25B	2.23M	+3.8%	▲ Add	3+
84	BRK-B Berkshire Hathaway Inc.	0.4%	$1.25B	2.49M	-5.5%	▼ Trim	3+
85	SPY State Street SPDR S&P 500…	1.6%	$1.23B	1.64M	+27.4%	▲ Add	3+
86	LOW Lowe's Companies, Inc.	0.3%	$1.21B	5.51M	-5.0%	▼ Trim	3+
87	AMZN Amazon.com, Inc.	1.4%	$1.21B	5.08M	-0.8%	▼ Trim	3+
88	LLY Eli Lilly and Company	1.0%	$1.21B	1.01M	+5.5%	▲ Add	3+
89	ABBV AbbVie Inc.	0.4%	$1.20B	4.79M	+1.2%	▲ Add	3+
90	AGG iShares Core U.S. Aggregate…	1.1%	$1.20B	12.08M	+2.1%	▲ Add	3+
91	HD The Home Depot, Inc.	0.4%	$1.16B	3.28M	-0.7%	▼ Trim	3+
92	VOO Vanguard S&P 500 ETF	0.8%	$1.16B	1.68M	+3.4%	▲ Add	3+
93	AGG iShares Core U.S. Aggregate…	1.1%	$1.15B	11.62M	+2.1%	▲ Add	3+
94	JNJ Johnson & Johnson	0.8%	$1.15B	4.52M	+2.6%	▲ Add	3+
95	CSCO Cisco Systems, Inc.	0.8%	$1.14B	9.73M	-2.0%	▼ Trim	3+
96	VTI Vanguard Morningstar Total…	0.4%	$1.13B	3.05M	-1.7%	▼ Trim	3+
97	VWO Vanguard FTSE Emerging…	0.4%	$1.12B	18.76M	-4.5%	▼ Trim	3+
98	SPY State Street SPDR S&P 500…	1.6%	$1.11B	1.49M	+27.4%	▲ Add	3+
99	XLF State Street Financial…	0.4%	$1.11B	20.63M	+3.2%	▲ Add	3+
100	VTV Vanguard Morningstar Value…	0.3%	$1.11B	5.07M	+2.6%	▲ Add	3+
101	PANW Palo Alto Networks, Inc.	0.4%	$1.08B	3.15M	-2.5%	▼ Trim	3+
102	GD General Dynamics Corporation	0.3%	$1.07B	3.02M	-4.1%	▼ Trim	3+
103	GOOG Alphabet Inc.	1.1%	$1.04B	2.95M	+3.7%	▲ Add	3+
104	XLK State Street Technology…	0.8%	$1.04B	5.47M	+4.7%	▲ Add	3+
105	GOOG Alphabet Inc.	1.1%	$1.03B	2.91M	+3.7%	▲ Add	3+
106	VEA Vanguard FTSE Developed…	0.7%	$1.01B	14.21M	-5.5%	▼ Trim	3+
107	ADP Automatic Data Processing…	0.3%	$1.01B	4.49M	+4.1%	▲ Add	3+
108	XLI State Street Industrial…	0.3%	$998.62M	5.39M	+5.9%	▲ Add	3+
109	BNY Bank of New York Mellon Corp	0.2%	$992.53M	6.86M	-0.3%	▼ Trim	3+
110	XONA.DE Exxon Mobil Corporation	0.3%	$977.69M	7.15M	+0.3%	▲ Add	3+
111	AMD Advanced Micro Devices, Inc.	0.6%	$968.96M	1.67M	+20.4%	▲ Add	3+
112	VGT Vanguard Information…	0.3%	$968.70M	8.10M	+0.5% ✂	▲ Add	3+
113	PNC The PNC Financial Services…	0.3%	$967.58M	3.93M	+13.4%	▲ Add	3+
114	PEP PepsiCo, Inc.	0.3%	$961.35M	7.10M	-1.4%	▼ Trim	3+
115	IVW iShares S&P 500 Growth ETF	0.4%	$960.48M	6.98M	+0.3%	▲ Add	3+
116	AVGO Broadcom Inc.	1.7%	$951.52M	2.52M	-2.1%	▼ Trim	3+
117	MSFT Microsoft Corporation	2.2%	$944.54M	2.53M	+0.3%	▲ Add	3+
118	XLF State Street Financial…	0.4%	$943.16M	17.59M	+3.2%	▲ Add	3+
119	VB Vanguard Morningstar…	0.3%	$932.06M	3.07M	-15.1%	▼ Trim	3+
120	PLD Prologis, Inc.	0.2%	$925.90M	6.83M	+2.4%	▲ Add	3+
121	IWF iShares Russell 1000 Growth…	0.4%	$925.66M	7.45M	-1.1% ✂	▼ Trim	3+
122	IJH iShares Core S&P Mid-Cap ETF	0.8%	$912.09M	11.83M	+6.5%	▲ Add	3+
123	IJH iShares Core S&P Mid-Cap ETF	0.8%	$911.71M	11.82M	+6.5%	▲ Add	3+
124	IJR iShares Core S&P Small-Cap…	0.4%	$910.95M	6.14M	-1.6%	▼ Trim	3+
125	LHX L3Harris Technologies, Inc.	0.2%	$898.85M	3.09M	-2.7%	▼ Trim	3+
126	NVDA NVIDIA Corporation	2.0%	$893.64M	4.47M	+3.3%	▲ Add	3+
127	MRK Merck & Co., Inc.	0.3%	$889.68M	6.92M	+1.9%	▲ Add	3+
128	GS The Goldman Sachs Group…	0.3%	$886.59M	876.63K	+5.0%	▲ Add	3+
129	TSLA Tesla, Inc.	0.3%	$863.31M	2.05M	+6.5%	▲ Add	3+
130	ABT Abbott Laboratories	0.2%	$852.67M	9.40M	-4.6%	▼ Trim	3+
131	VEA Vanguard FTSE Developed…	0.7%	$850.84M	11.94M	-5.5%	▼ Trim	3+
132	AMAT Applied Materials, Inc.	0.3%	$847.22M	1.17M	+14.6%	▲ Add	3+
133	EMR Emerson Electric Co.	0.2%	$846.87M	5.92M	-2.0%	▼ Trim	3+
134	CB Chubb Limited	0.2%	$834.20M	2.45M	-17.4%	▼ Trim	3+
135	IWM iShares Russell 2000 ETF	0.6%	$833.89M	2.78M	+23.4%	▲ Add	3+
136	COST Costco Wholesale Corporation	0.5%	$830.41M	887.69K	-0.2%	▼ Trim	3+
137	RSP Invesco S&P 500 Equal…	0.2%	$829.06M	3.90M	-0.3%	▼ Trim	3+
138	ADI Analog Devices, Inc.	0.6%	$828.38M	2.09M	-1.8%	▼ Trim	3+
139	WMT Walmart Inc.	0.6%	$822.86M	7.27M	-1.7%	▼ Trim	3+
140	RTX RTX Corporation	0.3%	$821.96M	4.33M	-0.2%	▼ Trim	3+
141	GWW W.W. Grainger, Inc.	0.2%	$815.58M	599.52K	-3.3%	▼ Trim	3+
142	UNH UnitedHealth Group…	0.3%	$799.80M	1.92M	+7.8%	▲ Add	3+
143	VWO Vanguard FTSE Emerging…	0.4%	$792.99M	13.29M	-4.5%	▼ Trim	3+
144	VUG Vanguard Morningstar Growth…	0.4%	$791.65M	9.19M	-1.4% ✂	▼ Trim	3+
145	IWR iShares Russell Mid-Cap ETF	0.9%	$790.28M	7.16M	+5.9%	▲ Add	3+
146	ASML ASML Holding N.V.	0.2%	$788.06M	396.12K	-7.0%	▼ Trim	3+
147	GSLC Goldman Sachs ActiveBeta…	0.7%	$786.68M	5.54M	-2.3%	▼ Trim	3+
148	CEG Constellation Energy…	0.2%	$786.51M	3.17M	+4.2%	▲ Add	3+
149	IBM International Business…	0.3%	$784.36M	2.79M	+16.4%	▲ Add	3+
150	BRK-B Berkshire Hathaway Inc.	0.4%	$775.98M	1.55M	-5.5%	▼ Trim	3+
151	MU Micron Technology, Inc.	0.6%	$771.58M	668.45K	+16.4%	▲ Add	3+
152	ITW Illinois Tool Works Inc.	0.2%	$767.37M	2.84M	-5.7%	▼ Trim	3+
153	AVGO Broadcom Inc.	1.7%	$758.01M	2.01M	-2.1%	▼ Trim	3+
154	TXN Texas Instruments…	0.2%	$755.35M	2.53M	-4.1%	▼ Trim	3+
155	JPM JPMorgan Chase & Co.	1.3%	$746.97M	2.28M	+1.5%	▲ Add	3+
156	GEV GE Vernova Inc.	0.2%	$745.15M	634.24K	+8.9%	▲ Add	3+
157	VTI Vanguard Morningstar Total…	0.4%	$744.50M	2.01M	-1.7%	▼ Trim	3+
158	GLD SPDR Gold Shares	0.2%	$742.18M	2.01M	-5.3%	▼ Trim	3+
159	EFA iShares MSCI EAFE ETF	0.3%	$740.80M	7.13M	-4.7%	▼ Trim	3+
160	V Visa Inc.	0.8%	$727.71M	2.12M	+67.9%	▲ Add	3+
161	IVE iShares S&P 500 Value ETF	0.2%	$717.95M	3.16M	+0.3%	▲ Add	3+
162	AMGN Amgen Inc.	0.5%	$699.48M	1.93M	+2.1%	▲ Add	3+
163	CGDV Capital Group Dividend…	0.2%	$696.76M	14.14M	+14.5%	▲ Add	3+
164	LLY Eli Lilly and Company	1.0%	$696.44M	580.64K	+5.5%	▲ Add	3+
165	IJR iShares Core S&P Small-Cap…	0.4%	$692.94M	4.67M	-1.6%	▼ Trim	3+
166	CRWD CrowdStrike Holdings, Inc.	0.2%	$692.24M	907.10K	+4.8%	▲ Add	3+
167	CVX Chevron Corporation	0.5%	$690.51M	4.17M	-2.7%	▼ Trim	3+
168	VCIT Vanguard Intermediate-Term…	0.2%	$688.85M	8.33M	+3.0%	▲ Add	3+
169	VTV Vanguard Morningstar Value…	0.3%	$688.60M	3.16M	+2.6%	▲ Add	3+
170	KLAC KLA Corporation	0.2%	$686.14M	2.27M	+2.0% ✂	▲ Add	3+
171	WEC WEC Energy Group, Inc.	0.2%	$683.93M	5.86M	+0.1%	▲ Add	3+
172	SBUX Starbucks Corporation	0.2%	$682.13M	6.68M	-2.1%	▼ Trim	3+
173	CAT Caterpillar Inc.	0.4%	$665.79M	625.21K	+3.4%	▲ Add	3+
174	APH Amphenol Corporation	0.2%	$665.03M	3.77M	-0.7%	▼ Trim	3+
175	IWD iShares Russell 1000 Value…	0.2%	$664.83M	2.74M	+13.4%	▲ Add	3+
176	INTC Intel Corp.	0.2%	$660.02M	4.73M	+66.8%	▲ Add	3+
177	XLV State Street Health Care…	0.2%	$655.91M	4.13M	+6.2%	▲ Add	3+
178	VIG Vanguard Dividend…	0.4%	$655.13M	2.77M	-6.8%	▼ Trim	3+
179	AFL Aflac Incorporated	0.2%	$655.02M	5.59M	-18.1%	▼ Trim	3+
180	GSLC Goldman Sachs ActiveBeta…	0.7%	$651.24M	4.59M	-2.3%	▼ Trim	3+
181	NEE NextEra Energy, Inc.	0.5%	$651.01M	7.42M	+2.7%	▲ Add	3+
182	VOO Vanguard S&P 500 ETF	0.8%	$645.12M	939.31K	+3.4%	▲ Add	3+
183	MU Micron Technology, Inc.	0.6%	$643.31M	557.32K	+16.4%	▲ Add	3+
184	SPGI S&P Global Inc.	0.2%	$639.11M	1.57M	-4.8%	▼ Trim	3+
185	IVW iShares S&P 500 Growth ETF	0.4%	$634.82M	4.62M	+0.3%	▲ Add	3+
186	JEPI JPMorgan Equity Premium…	0.2%	$634.13M	11.23M	+5.8%	▲ Add	3+
187	C Citigroup Inc.	0.2%	$631.82M	4.51M	-1.9%	▼ Trim	3+
188	MA Mastercard Incorporated	0.4%	$625.84M	1.22M	+9.5%	▲ Add	3+
189	GOOGL Alphabet Inc.	1.8%	$615.52M	1.72M	+5.0%	▲ Add	3+
190	IWF iShares Russell 1000 Growth…	0.4%	$607.35M	4.89M	-1.1% ✂	▼ Trim	3+
191	AMZN Amazon.com, Inc.	1.4%	$602.29M	2.53M	-0.8%	▼ Trim	3+
192	GE GE Aerospace	0.4%	$600.22M	1.61M	+0.8%	▲ Add	3+
193	BLK BlackRock, Inc.	0.4%	$593.18M	616.89K	+1.2%	▲ Add	3+
194	KO The Coca-Cola Company	0.2%	$590.84M	7.27M	-6.3%	▼ Trim	3+
195	VYM Vanguard High Dividend…	0.2%	$589.00M	3.73M	+0.2%	▲ Add	3+
196	LRCX Lam Research Corporation	0.6%	$580.75M	1.34M	+42.2%	▲ Add	3+
197	MS Morgan Stanley	0.2%	$575.74M	2.75M	+3.2%	▲ Add	3+
198	PSX Phillips 66	0.4%	$575.26M	3.40M	-9.5%	▼ Trim	3+
199	PDBC Invesco Optimum Yield…	0.2%	$572.52M	36.05M	-34.3%	▼ Trim	3+
200	ETN Eaton Corporation plc	0.2%	$568.53M	1.33M	+1.7%	▲ Add	3+
201	LIN Linde plc	0.3%	$563.24M	1.09M	+1.1%	▲ Add	3+
202	ORCL Oracle Corporation	0.2%	$556.49M	3.80M	+8.8%	▲ Add	3+
203	GILD Gilead Sciences, Inc.	0.1%	$552.59M	4.37M	-2.9%	▼ Trim	3+
204	SPYM State Street SPDR Portfolio…	0.1%	$551.38M	6.27M	+124.1%	▲ Add	3+
205	VEU Vanguard FTSE All-World…	0.1%	$549.89M	6.57M	-1.7%	▼ Trim	3+
206	PH Parker-Hannifin Corporation	0.1%	$548.50M	560.77K	-0.1%	▼ Trim	3+
207	HD The Home Depot, Inc.	0.4%	$544.68M	1.54M	-0.7%	▼ Trim	3+
208	PG The Procter & Gamble Company	0.4%	$544.32M	3.71M	-2.8%	▼ Trim	3+
209	NFLX Netflix, Inc.	0.2%	$538.43M	7.54M	+2.1%	▲ Add	3+
210	EFA iShares MSCI EAFE ETF	0.3%	$537.91M	5.18M	-4.7%	▼ Trim	3+
211	WM Waste Management, Inc.	0.2%	$537.73M	2.41M	+1.7%	▲ Add	3+
212	MCD McDonald's Corporation	0.4%	$535.20M	1.98M	+1.0%	▲ Add	3+
213	IWF iShares Russell 1000 Growth…	0.4%	$534.36M	4.30M	-1.1% ✂	▼ Trim	3+
214	LRCX Lam Research Corporation	0.6%	$533.56M	1.23M	+42.2%	▲ Add	3+
215	GLDM SPDR Gold MiniShares Trust	0.1%	$532.82M	6.71M	+11.7%	▲ Add	3+
216	IVE iShares S&P 500 Value ETF	0.2%	$525.05M	2.31M	+0.3%	▲ Add	3+
217	FMDE Fidelity Enhanced Mid Cap…	0.2%	$524.86M	12.93M	+14.9%	▲ Add	3+
218	ABBV AbbVie Inc.	0.4%	$524.68M	2.09M	+1.2%	▲ Add	3+
219	GSIE Goldman Sachs ActiveBeta…	0.2%	$523.30M	11.45M	+2.0%	▲ Add	3+
220	PM Philip Morris International…	0.1%	$518.66M	2.87M	+6.9%	▲ Add	3+
221	IBIT iShares Bitcoin Trust ETF	0.1%	$518.00M	15.56M	+275.1%	▲ Add	3+
222	XLE State Street Energy Select…	0.2%	$515.95M	9.71M	-6.5%	▼ Trim	3+
223	RDVY First Trust Rising Dividend…	0.2%	$515.83M	6.36M	+12.2%	▲ Add	3+
224	RDVY First Trust Rising Dividend…	0.2%	$511.55M	6.31M	+12.2%	▲ Add	3+
225	MUB iShares National Muni Bond…	0.2%	$501.32M	4.66M	+3.7%	▲ Add	3+
226	QQQ Invesco QQQ Trust, Series 1	0.9%	$499.79M	678.69K	+11.4%	▲ Add	3+
227	TJX The TJX Companies, Inc.	0.1%	$499.17M	3.29M	+1.2%	▲ Add	3+
228	LOW Lowe's Companies, Inc.	0.3%	$498.32M	2.26M	-5.0%	▼ Trim	3+
229	PANW Palo Alto Networks, Inc.	0.4%	$496.36M	1.46M	-2.5%	▼ Trim	3+
230	TSM Taiwan Semiconductor…	0.4%	$495.39M	1.04M	+6.8%	▲ Add	3+
231	CGGR Capital Group Growth ETF	0.1%	$493.19M	10.45M	+11.5%	▲ Add	3+
232	AMD Advanced Micro Devices, Inc.	0.6%	$489.29M	842.28K	+20.4%	▲ Add	3+
233	USHY iShares Broad USD High…	0.5%	$488.65M	13.20M	+55.2%	▲ Add	3+
234	LRCX Lam Research Corporation	0.6%	$478.12M	1.10M	+42.2%	▲ Add	3+
235	BIL State Street SPDR Bloomberg…	0.1%	$477.75M	5.21M	+2.5%	▲ Add	3+
236	IVW iShares S&P 500 Growth ETF	0.4%	$476.90M	3.47M	+0.3%	▲ Add	3+
237	XLY State Street Consumer…	0.1%	$467.34M	3.98M	+2.1%	▲ Add	3+
238	META Meta Platforms, Inc.	1.0%	$463.32M	822.52K	+3.8%	▲ Add	3+
239	BND Vanguard Total Bond Market…	0.4%	$461.70M	6.29M	+11.6%	▲ Add	3+
240	BAC Bank of America Corporation	0.3%	$461.55M	8.10M	+2.8%	▲ Add	3+
241	XLC State Street Communication…	0.1%	$458.31M	4.28M	-17.0%	▼ Trim	3+
242	IUSB iShares Core Universal USD…	0.4%	$457.36M	9.91M	+1.8%	▲ Add	3+
243	VCSH Vanguard Short-Term…	0.1%	$456.70M	5.78M	+6.9%	▲ Add	3+
244	BE Bloom Energy Corporation	0.1%	$454.12M	1.50M	+48.0%	▲ Add	3+
245	IVV iShares Core S&P 500 ETF	2.7%	$450.23M	601.20K	+4.3%	▲ Add	3+
246	LLY Eli Lilly and Company	1.0%	$449.57M	374.82K	+5.5%	▲ Add	3+
247	JPM JPMorgan Chase & Co.	1.3%	$448.77M	1.37M	+1.5%	▲ Add	3+
248	RSP Invesco S&P 500 Equal…	0.2%	$443.10M	2.08M	-0.3%	▼ Trim	3+
249	AXP American Express Company	0.4%	$442.26M	1.31M	+4.8%	▲ Add	3+
250	VWO Vanguard FTSE Emerging…	0.4%	$441.22M	7.39M	-4.5%	▼ Trim	3+
251	SHW The Sherwin-Williams Company	0.1%	$440.30M	1.28M	-4.0%	▼ Trim	3+
252	AVEM Avantis Emerging Markets…	0.1%	$439.61M	4.56M	+8.5%	▲ Add	3+
253	VGT Vanguard Information…	0.3%	$437.71M	3.66M	+0.5% ✂	▲ Add	3+
254	GD General Dynamics Corporation	0.3%	$432.57M	1.22M	-4.1%	▼ Trim	3+
255	MRVL Marvell Technology, Inc.	0.1%	$429.53M	1.44M	+2.2%	▲ Add	3+
256	VRT Vertiv Holdings Co	0.1%	$429.25M	1.28M	+5.1%	▲ Add	3+
257	XLK State Street Technology…	0.8%	$428.21M	2.25M	+4.7%	▲ Add	3+
258	XBI State Street SPDR S&P…	0.1%	$427.27M	2.70M	+27.6%	▲ Add	3+
259	DELL Dell Technologies Inc.	0.1%	$426.96M	989.58K	+2.9%	▲ Add	3+
260	ANET Arista Networks, Inc.	0.1%	$424.95M	2.50M	+5.3%	▲ Add	3+
261	SMH VanEck Semiconductor ETF	0.1%	$422.42M	644.05K	+6.7%	▲ Add	3+
262	TSLA Tesla, Inc.	0.3%	$422.12M	1.00M	+6.5%	▲ Add	3+
263	CB Chubb Limited	0.2%	$421.53M	1.24M	-17.4%	▼ Trim	3+
264	UNP Union Pacific Corporation	0.2%	$420.51M	1.55M	+8.8%	▲ Add	3+
265	GS The Goldman Sachs Group…	0.3%	$419.57M	414.85K	+5.0%	▲ Add	3+
266	META Meta Platforms, Inc.	1.0%	$417.41M	741.03K	+3.8%	▲ Add	3+
267	JPST JPMorgan Ultra-Short Income…	0.1%	$415.01M	8.21M	-0.6%	▼ Trim	3+
268	ADP Automatic Data Processing…	0.3%	$413.34M	1.85M	+4.1%	▲ Add	3+
269	INTC Intel Corp.	0.2%	$412.33M	2.95M	+66.8%	▲ Add	3+
270	IJR iShares Core S&P Small-Cap…	0.4%	$412.06M	2.78M	-1.6%	▼ Trim	3+
271	EMR Emerson Electric Co.	0.2%	$411.41M	2.87M	-2.0%	▼ Trim	3+
272	RTX RTX Corporation	0.3%	$409.20M	2.16M	-0.2%	▼ Trim	3+
273	XLI State Street Industrial…	0.3%	$409.11M	2.21M	+5.9%	▲ Add	3+
274	PEP PepsiCo, Inc.	0.3%	$409.02M	3.02M	-1.4%	▼ Trim	3+
275	DE Deere & Company	0.1%	$408.10M	643.36K	+10.0%	▲ Add	3+
276	NVDA NVIDIA Corporation	2.0%	$407.95M	2.04M	+3.3%	▲ Add	3+
277	BIV Vanguard Intermediate-Term…	0.4%	$407.79M	5.32M	-4.7%	▼ Trim	3+
278	MDT Medtronic plc	0.1%	$406.00M	5.19M	+5.2%	▲ Add	3+
279	MDY State Street SPDR S&P…	0.1%	$405.81M	576.98K	-1.2%	▼ Trim	3+
280	MUB iShares National Muni Bond…	0.2%	$399.80M	3.71M	+3.7%	▲ Add	3+
281	XONA.DE Exxon Mobil Corporation	0.3%	$398.82M	2.92M	+0.3%	▲ Add	3+
282	IAU iShares Gold Trust	0.2%	$397.85M	5.27M	-2.7%	▼ Trim	3+
283	SYK Stryker Corporation	0.1%	$396.47M	1.26M	+4.8%	▲ Add	3+
284	LMT Lockheed Martin Corporation	0.1%	$396.37M	778.03K	-2.0%	▼ Trim	3+
285	XLU State Street Utilities…	0.1%	$395.58M	8.72M	+1.1%	▲ Add	3+
286	AEP American Electric Power…	0.1%	$389.99M	2.85M	+1.4%	▲ Add	3+
287	GSIE Goldman Sachs ActiveBeta…	0.2%	$389.91M	8.53M	+2.0%	▲ Add	3+
288	UNH UnitedHealth Group…	0.3%	$388.21M	934.03K	+7.8%	▲ Add	3+
289	VZ Verizon Communications Inc.	0.1%	$387.51M	9.15M	+5.9%	▲ Add	3+
290	AMT American Tower Corporation	0.1%	$386.31M	2.36M	-2.3%	▼ Trim	3+
291	BX Blackstone Inc.	0.1%	$383.20M	3.26M	+14.9%	▲ Add	3+
292	JNJ Johnson & Johnson	0.8%	$381.68M	1.50M	+2.6%	▲ Add	3+
293	LHX L3Harris Technologies, Inc.	0.2%	$381.53M	1.31M	-2.7%	▼ Trim	3+
294	EMB iShares J.P. Morgan USD…	0.4%	$380.85M	3.95M	+5.4%	▲ Add	3+
295	ABT Abbott Laboratories	0.2%	$380.20M	4.19M	-4.6%	▼ Trim	3+
296	IWD iShares Russell 1000 Value…	0.2%	$380.07M	1.57M	+13.4%	▲ Add	3+
297	ABBV AbbVie Inc.	0.4%	$376.04M	1.49M	+1.2%	▲ Add	3+
298	QUAL iShares MSCI USA Quality…	0.1%	$376.02M	1.71M	-2.8%	▼ Trim	3+
299	IBM International Business…	0.3%	$374.47M	1.33M	+16.4%	▲ Add	3+
300	TSLA Tesla, Inc.	0.3%	$374.18M	889.63K	+6.5%	▲ Add	3+
301	IUSB iShares Core Universal USD…	0.4%	$373.60M	8.10M	+1.8%	▲ Add	3+
302	JEPQ JPMorgan Nasdaq Equity…	0.1%	$372.92M	6.07M	+6.8%	▲ Add	3+
303	CGDV Capital Group Dividend…	0.2%	$370.15M	7.51M	+14.5%	▲ Add	3+
304	GWW W.W. Grainger, Inc.	0.2%	$366.39M	269.32K	-3.3%	▼ Trim	3+
305	VB Vanguard Morningstar…	0.3%	$361.30M	1.19M	-15.1%	▼ Trim	3+
306	AMAT Applied Materials, Inc.	0.3%	$360.01M	497.94K	+14.6%	▲ Add	3+
307	EEM iShares MSCI Emerging…	0.2%	$359.55M	5.26M	+1.4%	▲ Add	3+
308	GLW Corning Inc	0.1%	$359.51M	1.41M	+17.9%	▲ Add	3+
309	QCOM QUALCOMM Incorporated	0.1%	$358.16M	1.94M	-1.2%	▼ Trim	3+
310	ASML ASML Holding N.V.	0.2%	$358.05M	179.98K	-7.0%	▼ Trim	3+
311	VYM Vanguard High Dividend…	0.2%	$357.17M	2.26M	+0.2%	▲ Add	3+
312	QQQ Invesco QQQ Trust, Series 1	0.9%	$357.09M	484.92K	+11.4%	▲ Add	3+
313	CSCO Cisco Systems, Inc.	0.8%	$355.56M	3.03M	-2.0%	▼ Trim	3+
314	ITW Illinois Tool Works Inc.	0.2%	$353.14M	1.31M	-5.7%	▼ Trim	3+
315	EMB iShares J.P. Morgan USD…	0.4%	$350.29M	3.63M	+5.4%	▲ Add	3+
316	MRK Merck & Co., Inc.	0.3%	$349.93M	2.72M	+1.9%	▲ Add	3+
317	WDC Western Digital Corporation	0.1%	$349.12M	546.59K	-15.7%	▼ Trim	3+
318	VIG Vanguard Dividend…	0.4%	$347.33M	1.47M	-6.8%	▼ Trim	3+
319	QUAL iShares MSCI USA Quality…	0.1%	$347.13M	1.58M	-2.8%	▼ Trim	3+
320	WMB The Williams Companies, Inc.	0.1%	$346.75M	4.66M	+18.8%	▲ Add	3+
321	TSM Taiwan Semiconductor…	0.4%	$345.24M	722.90K	+6.8%	▲ Add	3+
322	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$344.42M	6.81M	+3.2%	▲ Add	3+
323	BA The Boeing Company	0.1%	$344.31M	1.59M	-8.6%	▼ Trim	3+
324	FTGC First Trust Global Tactical…	0.1%	$343.18M	12.69M	-0.3%	▼ Trim	3+
325	TXN Texas Instruments…	0.2%	$343.14M	1.15M	-4.1%	▼ Trim	3+
326	XLF State Street Financial…	0.4%	$343.00M	6.40M	+3.2%	▲ Add	3+
327	BSV Vanguard Short-Term Bond ETF	0.1%	$340.55M	4.37M	+10.6%	▲ Add	3+
328	SDVY First Trust SMID Cap Rising…	0.1%	$336.46M	7.80M	+5.0%	▲ Add	3+
329	PNC The PNC Financial Services…	0.3%	$336.46M	1.37M	+13.4%	▲ Add	3+
330	UBER Uber Technologies, Inc.	0.1%	$335.60M	4.65M	-2.0%	▼ Trim	3+
331	DIS The Walt Disney Company	0.1%	$335.52M	3.49M	-2.7%	▼ Trim	3+
332	WMT Walmart Inc.	0.6%	$335.16M	2.96M	-1.7%	▼ Trim	3+
333	PANW Palo Alto Networks, Inc.	0.4%	$334.72M	981.51K	-2.5%	▼ Trim	3+
334	AMD Advanced Micro Devices, Inc.	0.6%	$333.13M	573.47K	+20.4%	▲ Add	3+
335	CMI Cummins Inc.	0.1%	$332.99M	466.89K	+17.8%	▲ Add	3+
336	AFL Aflac Incorporated	0.2%	$330.39M	2.82M	-18.1%	▼ Trim	3+
337	PLD Prologis, Inc.	0.2%	$329.73M	2.43M	+2.4%	▲ Add	3+
338	DOV Dover Corporation	0.1%	$327.96M	1.46M	+0.3%	▲ Add	3+
339	IAU iShares Gold Trust	0.2%	$325.17M	4.31M	-2.7%	▼ Trim	3+
340	SBUX Starbucks Corporation	0.2%	$325.11M	3.18M	-2.1%	▼ Trim	3+
341	JEPI JPMorgan Equity Premium…	0.2%	$324.48M	5.75M	+5.8%	▲ Add	3+
342	GLD SPDR Gold Shares	0.2%	$322.06M	874.25K	-5.3%	▼ Trim	3+
343	VTWO Vanguard Russell 2000 ETF	0.1%	$319.51M	2.63M	+9.0%	▲ Add	3+
344	CGGR Capital Group Growth ETF	0.1%	$319.21M	6.76M	+11.5%	▲ Add	3+
345	DIA State Street SPDR Dow Jones…	0.1%	$318.35M	609.41K	-2.5%	▼ Trim	3+
346	HGER Harbor Commodity…	0.1%	$317.86M	10.83M	-3.4%	▼ Trim	3+
347	IWD iShares Russell 1000 Value…	0.2%	$315.64M	1.30M	+13.4%	▲ Add	3+
348	EEM iShares MSCI Emerging…	0.2%	$311.76M	4.56M	+1.4%	▲ Add	3+
349	LQD iShares iBoxx $ Investment…	0.1%	$310.40M	2.85M	-11.1%	▼ Trim	3+
350	APH Amphenol Corporation	0.2%	$306.90M	1.74M	-0.7%	▼ Trim	3+
351	IWM iShares Russell 2000 ETF	0.6%	$304.90M	1.01M	+23.4%	▲ Add	3+
352	PULS PGIM Ultra Short Bond ETF	0.1%	$304.23M	6.14M	+12.9%	▲ Add	3+
353	APD Air Products and Chemicals…	0.1%	$303.97M	1.04M	-2.6%	▼ Trim	3+
354	META Meta Platforms, Inc.	1.0%	$302.03M	536.20K	+3.8%	▲ Add	3+
355	GEV GE Vernova Inc.	0.2%	$301.77M	256.85K	+8.9%	▲ Add	3+
356	WEC WEC Energy Group, Inc.	0.2%	$301.00M	2.58M	+0.1%	▲ Add	3+
357	SPY State Street SPDR S&P 500…	1.6%	$300.81M	402.81K	+27.4%	▲ Add	3+
358	XONA.DE Exxon Mobil Corporation	0.3%	$300.26M	2.20M	+0.3%	▲ Add	3+
359	IJK iShares S&P Mid-Cap 400…	0.1%	$298.24M	2.54M	+0.4%	▲ Add	3+
360	VONG Vanguard Russell 1000…	0.1%	$297.84M	2.33M	+6.0%	▲ Add	3+
361	DUK Duke Energy Corporation	0.1%	$297.70M	2.35M	+1.8%	▲ Add	3+
362	EOG EOG Resources, Inc.	0.1%	$297.02M	2.29M	-29.7%	▼ Trim	3+
363	DGRO iShares Core Dividend…	0.1%	$296.70M	3.91M	+2.7%	▲ Add	3+
364	VOE Vanguard Morningstar…	0.1%	$296.39M	1.50M	+1.4%	▲ Add	3+
365	SBUX Starbucks Corporation	0.2%	$296.26M	2.90M	-2.1%	▼ Trim	3+
366	MDLZ Mondelez International, Inc.	0.1%	$295.44M	5.11M	-0.6%	▼ Trim	3+
367	APP AppLovin Corporation	0.1%	$293.65M	569.95K	+10.4%	▲ Add	3+
368	PLTR Palantir Technologies Inc.	0.1%	$292.68M	2.51M	+5.2%	▲ Add	3+
369	BIL State Street SPDR Bloomberg…	0.1%	$291.45M	3.18M	+2.5%	▲ Add	3+
370	IBM International Business…	0.3%	$290.70M	1.03M	+16.4%	▲ Add	3+
371	ETN Eaton Corporation plc	0.2%	$289.89M	680.31K	+1.7%	▲ Add	3+
372	DGX Quest Diagnostics…	0.1%	$289.76M	1.37M	-0.7%	▼ Trim	3+
373	SOXX iShares Semiconductor ETF	0.1%	$288.82M	450.75K	+1.5%	▲ Add	3+
374	SHY iShares 1-3 Year Treasury…	0.1%	$288.59M	3.51M	-0.6%	▼ Trim	3+
375	CRWD CrowdStrike Holdings, Inc.	0.2%	$287.58M	376.83K	+4.8%	▲ Add	3+
376	SPHQ Invesco S&P 500 Quality ETF	0.1%	$287.43M	3.19M	+17.0%	▲ Add	3+
377	XLV State Street Health Care…	0.2%	$287.25M	1.81M	+6.2%	▲ Add	3+
378	KMI Kinder Morgan, Inc.	0.1%	$286.59M	8.96M	+0.1%	▲ Add	3+
379	CGCP Capital Group Core Plus…	0.1%	$285.42M	12.80M	+11.6%	▲ Add	3+
380	PFE Pfizer Inc.	0.1%	$282.81M	11.74M	+3.4%	▲ Add	3+
381	AMZN Amazon.com, Inc.	1.4%	$282.27M	1.18M	-0.8%	▼ Trim	3+
382	IWB iShares Russell 1000 ETF	0.1%	$280.76M	685.62K	-0.1%	▼ Trim	3+
383	XLB State Street Materials…	0.1%	$280.49M	5.52M	+41.4%	▲ Add	3+
384	MINT PIMCO Enhanced Short…	0.1%	$279.71M	2.77M	-11.3%	▼ Trim	3+
385	USHY iShares Broad USD High…	0.5%	$277.92M	7.51M	+55.2%	▲ Add	3+
386	CGBL Capital Group Core Balanced…	0.1%	$276.95M	7.30M	+32.8%	▲ Add	3+
387	NEE NextEra Energy, Inc.	0.5%	$276.86M	3.15M	+2.7%	▲ Add	3+
388	BRK-B Berkshire Hathaway Inc.	0.4%	$276.86M	553.29K	-5.5%	▼ Trim	3+
389	NOW ServiceNow, Inc.	0.1%	$276.74M	2.79M	+10.7%	▲ Add	3+
390	VMBS Vanguard Mortgage-Backed…	0.1%	$276.67M	5.91M	+3.8%	▲ Add	3+
391	CEG Constellation Energy…	0.2%	$276.12M	1.11M	+4.2%	▲ Add	3+
392	IWP iShares Russell Mid-Cap…	0.1%	$274.56M	1.88M	+3.9%	▲ Add	3+
393	SDY State Street SPDR S&P…	0.1%	$274.18M	1.80M	+3.7%	▲ Add	3+
394	CIBR First Trust Nasdaq…	0.1%	$274.03M	3.05M	+4.7%	▲ Add	3+
395	SLB Slb N.V.	0.1%	$273.13M	5.88M	-5.9%	▼ Trim	3+
396	AVEM Avantis Emerging Markets…	0.1%	$273.06M	2.83M	+8.5%	▲ Add	3+
397	ETN Eaton Corporation plc	0.2%	$273.02M	640.71K	+1.7%	▲ Add	3+
398	TMO Thermo Fisher Scientific…	0.1%	$272.76M	544.04K	+1.0%	▲ Add	3+
399	IWP iShares Russell Mid-Cap…	0.1%	$272.15M	1.86M	+3.9%	▲ Add	3+
400	SO The Southern Company	0.1%	$270.98M	2.83M	+1.2%	▲ Add	3+
401	BNY Bank of New York Mellon Corp	0.2%	$270.35M	1.87M	-0.3%	▼ Trim	3+
402	VV Vanguard Morningstar…	0.1%	$268.95M	782.03K	+0.9%	▲ Add	3+
403	VOT Vanguard Morningstar…	0.1%	$267.80M	874.30K	-1.7%	▼ Trim	3+
404	FTSM First Trust Enhanced Short…	0.1%	$264.59M	4.43M	-4.7%	▼ Trim	3+
405	HD The Home Depot, Inc.	0.4%	$264.03M	748.62K	-0.7%	▼ Trim	3+
406	VTEB Vanguard Tax-Exempt Bond ETF	0.1%	$263.88M	5.22M	+3.2%	▲ Add	3+
407	IWS iShares Russell Mid-Cap…	0.1%	$262.99M	1.60M	-7.7%	▼ Trim	3+
408	TMO Thermo Fisher Scientific…	0.1%	$261.07M	520.72K	+1.0%	▲ Add	3+
409	PH Parker-Hannifin Corporation	0.1%	$259.62M	265.43K	-0.1%	▼ Trim	3+
410	SCHG Schwab U.S. Large-Cap…	0.1%	$258.82M	7.65M	+21.5%	▲ Add	3+
411	CRM Salesforce, Inc.	0.1%	$257.66M	1.64M	-19.4%	▼ Trim	3+
412	MRVL Marvell Technology, Inc.	0.1%	$257.39M	864.06K	+2.2%	▲ Add	3+
413	FMDE Fidelity Enhanced Mid Cap…	0.2%	$257.26M	6.34M	+14.9%	▲ Add	3+
414	PDBC Invesco Optimum Yield…	0.2%	$256.48M	16.15M	-34.3%	▼ Trim	3+
415	RTX RTX Corporation	0.3%	$256.30M	1.35M	-0.2%	▼ Trim	3+
416	AEE Ameren Corporation	0.1%	$256.21M	2.27M	-1.2%	▼ Trim	3+
417	CMS CMS Energy Corporation	0.1%	$255.89M	3.34M	-3.3%	▼ Trim	3+
418	MRSH Marsh & McLennan Companies…	0.1%	$255.67M	1.53M	-2.7%	▼ Trim	3+
419	MO Altria Group, Inc.	0.1%	$253.63M	3.53M	+7.1%	▲ Add	3+
420	MDY State Street SPDR S&P…	0.1%	$252.42M	358.89K	-1.2%	▼ Trim	3+
421	C Citigroup Inc.	0.2%	$250.89M	1.79M	-1.9%	▼ Trim	3+
422	SHV iShares Trust iShares 0-1…	0.1%	$250.45M	2.27M	-11.3%	▼ Trim	3+
423	SPYG State Street SPDR Portfolio…	0.1%	$247.77M	2.08M	+4.2%	▲ Add	3+
424	KO The Coca-Cola Company	0.2%	$247.23M	3.04M	-6.3%	▼ Trim	3+
425	CGGO Capital Group Global Growth…	0.1%	$244.98M	5.79M	+21.4%	▲ Add	3+
426	V Visa Inc.	0.8%	$244.94M	713.91K	+67.9%	▲ Add	3+
427	SPGI S&P Global Inc.	0.2%	$244.10M	599.38K	-4.8%	▼ Trim	3+
428	GE GE Aerospace	0.4%	$242.68M	649.34K	+0.8%	▲ Add	3+
429	SPYM State Street SPDR Portfolio…	0.1%	$242.23M	2.76M	+124.1%	▲ Add	3+
430	DVY iShares Select Dividend ETF	0.1%	$242.06M	1.55M	+1.5%	▲ Add	3+
431	BINC iShares Flexible Income…	0.1%	$240.92M	4.60M	+12.6%	▲ Add	3+
432	VBR Vanguard Morningstar…	0.1%	$240.81M	991.03K	-0.8%	▼ Trim	3+
433	AIRR First Trust RBA American…	0.1%	$239.76M	1.80M	+16.9%	▲ Add	3+
434	ORCL Oracle Corporation	0.2%	$238.73M	1.63M	+8.8%	▲ Add	3+
435	VB Vanguard Morningstar…	0.3%	$238.71M	787.51K	-15.1%	▼ Trim	3+
436	COWZ Pacer US Cash Cows 100 ETF	0.1%	$238.46M	3.83M	-4.1%	▼ Trim	3+
437	BTI British American Tobacco…	0.1%	$238.22M	3.86M	+4.8%	▲ Add	3+
438	V Visa Inc.	0.8%	$237.37M	691.85K	+67.9%	▲ Add	3+
439	SPHQ Invesco S&P 500 Quality ETF	0.1%	$236.44M	2.62M	+17.0%	▲ Add	3+
440	APH Amphenol Corporation	0.2%	$235.97M	1.34M	-0.7%	▼ Trim	3+
441	WELL Welltower Inc.	0.1%	$235.74M	1.04M	+6.5%	▲ Add	3+
442	SYK Stryker Corporation	0.1%	$235.57M	748.23K	+4.8%	▲ Add	3+
443	SDVY First Trust SMID Cap Rising…	0.1%	$235.53M	5.46M	+5.0%	▲ Add	3+
444	CVS CVS Health Corp.	0.1%	$234.08M	2.26M	-54.6%	▼ Trim	3+
445	CAT Caterpillar Inc.	0.4%	$232.84M	218.65K	+3.4%	▲ Add	3+
446	HON Honeywell International Inc.	0.1%	$231.99M	1.04M	+9.8% ✂	▲ Add	3+
447	JAAA Janus Henderson AAA CLO ETF	0.1%	$231.62M	4.59M	+13.2%	▲ Add	3+
448	SWK Stanley Black & Decker, Inc.	0.0%	$230.45M	2.45M	-31.1%	▼ Trim	3+
449	AMLP Alerian MLP ETF	0.1%	$230.16M	4.44M	-1.2%	▼ Trim	3+
450	GOOGL Alphabet Inc.	1.8%	$228.45M	639.24K	+5.0%	▲ Add	3+
451	HONA Honeywell Aerospace Inc	0.1%	$228.21M	1.03M	Новый	New	1
452	ISRG Intuitive Surgical, Inc.	0.1%	$227.47M	572.00K	-1.9%	▼ Trim	3+
453	TLT iShares 20+ Year Treasury…	0.1%	$226.62M	2.62M	-3.0%	▼ Trim	3+
454	EFA iShares MSCI EAFE ETF	0.3%	$225.82M	2.17M	-4.7%	▼ Trim	3+
455	MS Morgan Stanley	0.2%	$225.44M	1.08M	+3.2%	▲ Add	3+
456	MTUM iShares MSCI USA Momentum…	0.1%	$225.43M	657.55K	+28.5%	▲ Add	3+
457	VONG Vanguard Russell 1000…	0.1%	$225.37M	1.76M	+6.0%	▲ Add	3+
458	SNDK Sandisk Corporation	0.3%	$225.28M	99.08K	+171.5%	▲ Add	3+
459	DIA State Street SPDR Dow Jones…	0.1%	$225.02M	430.75K	-2.5%	▼ Trim	3+
460	TSM Taiwan Semiconductor…	0.4%	$224.52M	470.13K	+6.8%	▲ Add	3+
461	DELL Dell Technologies Inc.	0.1%	$223.36M	517.68K	+2.9%	▲ Add	3+
462	VLO Valero Energy Corporation	0.1%	$223.34M	857.54K	+34.4%	▲ Add	3+
463	DYNF iShares U.S. Equity Factor…	0.1%	$223.02M	3.28M	+27.4%	▲ Add	3+
464	IWM iShares Russell 2000 ETF	0.6%	$223.01M	742.25K	+23.4%	▲ Add	3+
465	VFLO VictoryShares Free Cash…	0.1%	$222.90M	4.87M	+6.0%	▲ Add	3+
466	JEPQ JPMorgan Nasdaq Equity…	0.1%	$222.24M	3.62M	+6.8%	▲ Add	3+
467	CGUS Capital Group Core Equity…	0.1%	$221.22M	4.97M	+12.3%	▲ Add	3+
468	DGRO iShares Core Dividend…	0.1%	$221.15M	2.92M	+2.7%	▲ Add	3+
469	VRTX Vertex Pharmaceuticals…	0.1%	$220.10M	443.10K	+0.6%	▲ Add	3+
470	AZN AstraZeneca PLC	0.1%	$219.59M	1.16M	+3.4%	▲ Add	3+
471	WM Waste Management, Inc.	0.2%	$218.79M	981.66K	+1.7%	▲ Add	3+
472	SMH VanEck Semiconductor ETF	0.1%	$218.38M	332.95K	+6.7%	▲ Add	3+
473	JHMM John Hancock Investments -…	0.0%	$218.32M	2.91M	+8.0%	▲ Add	3+
474	PAYX Paychex, Inc.	0.1%	$218.04M	2.22M	-9.1%	▼ Trim	3+
475	UNP Union Pacific Corporation	0.2%	$217.78M	800.68K	+8.8%	▲ Add	3+
476	COST Costco Wholesale Corporation	0.5%	$217.20M	232.18K	-0.2%	▼ Trim	3+
477	VCIT Vanguard Intermediate-Term…	0.2%	$215.77M	2.61M	+3.0%	▲ Add	3+
478	DVY iShares Select Dividend ETF	0.1%	$215.56M	1.38M	+1.5%	▲ Add	3+
479	NFLX Netflix, Inc.	0.2%	$215.50M	3.02M	+2.1%	▲ Add	3+
480	IJK iShares S&P Mid-Cap 400…	0.1%	$215.44M	1.83M	+0.4%	▲ Add	3+
481	TT Trane Technologies plc	0.1%	$214.96M	437.66K	+17.2%	▲ Add	3+
482	SCHD Schwab U.S. Dividend Equity…	0.1%	$214.65M	6.77M	+9.6%	▲ Add	3+
483	TJX The TJX Companies, Inc.	0.1%	$210.77M	1.39M	+1.2%	▲ Add	3+
484	IYW iShares U.S. Technology ETF	0.1%	$210.57M	834.82K	-1.6%	▼ Trim	3+
485	FPE First Trust Preferred…	0.1%	$209.79M	11.73M	+7.7%	▲ Add	3+
486	USMV iShares MSCI USA Min Vol…	0.1%	$209.75M	2.17M	-4.2%	▼ Trim	3+
487	CVX Chevron Corporation	0.5%	$209.49M	1.26M	-2.7%	▼ Trim	3+
488	VO Vanguard Morningstar…	1.5%	$209.00M	2.59M	-1.2% ✂	▼ Trim	3+
489	FENI Fidelity Enhanced…	0.1%	$208.92M	5.21M	+18.4%	▲ Add	3+
490	GS The Goldman Sachs Group…	0.3%	$208.77M	206.43K	+5.0%	▲ Add	3+
491	VZ Verizon Communications Inc.	0.1%	$207.21M	4.89M	+5.9%	▲ Add	3+
492	DHR Danaher Corporation	0.1%	$207.01M	1.09M	+3.1%	▲ Add	3+
493	VXUS Vanguard Total…	0.1%	$206.04M	2.41M	+3.5%	▲ Add	3+
494	COP ConocoPhillips	0.1%	$205.72M	1.98M	+21.2%	▲ Add	3+
495	AVUV Avantis U.S. Small Cap…	0.1%	$205.29M	1.65M	+31.2%	▲ Add	3+
496	IJJ iShares S&P Mid-Cap 400…	0.1%	$204.19M	1.38M	+2.3%	▲ Add	3+
497	IVV iShares Core S&P 500 ETF	2.7%	$203.91M	272.28K	+4.3%	▲ Add	3+
498	BDYN iShares Dynamic Equity…	0.0%	$203.50M	7.34M	+48.6%	▲ Add	3+
499	IWR iShares Russell Mid-Cap ETF	0.9%	$203.33M	1.84M	+5.9%	▲ Add	3+
500	VTI Vanguard Morningstar Total…	0.4%	$201.59M	544.78K	-1.7%	▼ Trim	3+

Только позиции по обыкновенным акциям (SH); опционные строки отображаются на вкладке «Опционы» и никогда не неттируются. ✂ = изменение рассчитано относительно предыдущих акций с поправкой на сплит. «Held N+» = позиция удерживалась каждый квартал в нашем окне данных, возможно и дольше.

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес
HONA Honeywell Aerospace Inc	1.72M	—	Новый	$381.21M	0.1%
SPCX Space Exploration…	923.73K	—	Новый	$157.83M	0.0%
BFLX	2.79M	—	Новый	$71.41M	0.0%
FDXF FedEx Freight Holding…	253.00K	—	Новый	$38.20M	0.0%
VGNT Versigent PLC	448.64K	—	Новый	$18.85M	0.0%
TUSI	620.15K	—	Новый	$15.67M	0.0%
CGHY	527.79K	—	Новый	$13.37M	0.0%
CGUI	467.43K	—	Новый	$11.82M	0.0%
TRI Thomson Reuters…	126.56K	—	Новый	$10.34M	0.0%
MAIR Madison Air Solutions…	227.75K	—	Новый	$8.88M	0.0%
PSUS	220.56K	—	Новый	$8.24M	0.0%
SFLR	202.88K	—	Новый	$7.83M	0.0%
IDEQ	211.74K	—	Новый	$7.43M	0.0%
KEEL Keel Infrastructure…	698.21K	—	Новый	$4.01M	0.0%
CBRS Cerebras Systems Inc.	17.15K	—	Новый	$3.79M	0.0%
RGEF	95.58K	—	Новый	$3.34M	0.0%
ARXS Arxis, Inc. Class A…	62.08K	—	Новый	$2.86M	0.0%
BXDC	122.78K	—	Новый	$2.66M	0.0%
XTL	11.62K	—	Новый	$2.64M	0.0%
MANE Veradermics…	19.36K	—	Новый	$2.38M	0.0%
EVSM	38.95K	—	Новый	$1.96M	0.0%
QNT Quantinuum Inc. Class A…	23.20K	—	Новый	$1.90M	0.0%
NHP	101.63K	—	Новый	$1.49M	0.0%
DMRA Damora Therapeutics…	47.46K	—	Новый	$1.23M	0.0%
TAFM	47.14K	—	Новый	$1.21M	0.0%
SA Seabridge Gold Inc.	44.39K	—	Новый	$1.14M	0.0%
PURR Hyperliquid Strategies…	130.74K	—	Новый	$1.03M	0.0%
APLU	41.59K	—	Новый	$1.02M	0.0%
KLRA	43.12K	—	Новый	$949,934	0.0%
AVEX	43.82K	—	Новый	$915,358	0.0%
OVL	15.18K	—	Новый	$859,170	0.0%
MMED MiniMed Group, Inc.…	53.50K	—	Новый	$799,825	0.0%
SBET Sharplink, Inc.	157.53K	—	Новый	$756,134	0.0%
TRAX	36.20K	—	Новый	$728,434	0.0%
AVTX Avalo Therapeutics, Inc.	36.58K	—	Новый	$675,924	0.0%
RLMD Relmada Therapeutics…	86.26K	—	Новый	$596,940	0.0%
RSMC	18.12K	—	Новый	$524,117	0.0%
DEHP	12.23K	—	Новый	$523,034	0.0%
XMAX	55.52K	—	Новый	$504,650	0.0%
AVLN	15.23K	—	Новый	$501,306	0.0%
MRLN	81.60K	—	Новый	$464,304	0.0%
STRO	13.54K	—	Новый	$449,661	0.0%
CLYM	30.66K	—	Новый	$399,806	0.0%
STTK	55.37K	—	Новый	$384,247	0.0%
CTNM	22.51K	—	Новый	$368,939	0.0%
DCMB	6.94K	—	Новый	$359,527	0.0%
CBIO	19.70K	—	Новый	$354,600	0.0%
FRVO Fervo Energy Company	11.57K	—	Новый	$338,161	0.0%
SHAZ SharonAI Holdings, Inc.…	3.93K	—	Новый	$332,460	0.0%
ALMR	11.82K	—	Новый	$320,150	0.0%
ZURA Zura Bio Limited	53.78K	—	Новый	$317,278	0.0%
XFOR	67.71K	—	Новый	$316,215	0.0%
XE X-Energy, Inc. Class A…	16.84K	—	Новый	$309,128	0.0%
INMU	12.68K	—	Новый	$307,587	0.0%
TENX	21.08K	—	Новый	$306,772	0.0%
YSWY	14.72K	—	Новый	$298,776	0.0%
SBMT	43.13K	—	Новый	$291,586	0.0%
DUOT	23.99K	—	Новый	$287,928	0.0%
VELO	16.39K	—	Новый	$287,645	0.0%
MBS	32.31K	—	Новый	$278,853	0.0%
HMH	14.47K	—	Новый	$271,130	0.0%
FNRN	14.91K	—	Новый	$267,494	0.0%
PALI	125.57K	—	Новый	$262,435	0.0%
EIKN	19.35K	—	Новый	$252,491	0.0%
ASYS	10.69K	—	Новый	$246,610	0.0%
FJET	43.20K	—	Новый	$229,803	0.0%
ASMB	8.25K	—	Новый	$226,792	0.0%
SGP	9.85K	—	Новый	$219,306	0.0%
FWDI	51.96K	—	Новый	$219,267	0.0%
APC	11.26K	—	Новый	$212,308	0.0%
ELMT	10.56K	—	Новый	$208,396	0.0%
ALXO	99.93K	—	Новый	$206,847	0.0%
EROK	9.50K	—	Новый	$201,875	0.0%
SRZN	6.70K	—	Новый	$173,813	0.0%
SRI	23.50K	—	Новый	$171,983	0.0%
SABS	44.08K	—	Новый	$171,924	0.0%
INFU	17.59K	—	Новый	$169,724	0.0%
NERV	30.27K	—	Новый	$167,993	0.0%
KPTI	16.90K	—	Новый	$165,142	0.0%
AREC	74.28K	—	Новый	$159,696	0.0%
OBIO	36.36K	—	Новый	$156,876	0.0%
MOBI	10.92K	—	Новый	$146,301	0.0%
PROK	67.26K	—	Новый	$137,214	0.0%
UDEC	3.28K	—	Новый	$136,794	0.0%
VENU	59.53K	—	Новый	$135,140	0.0%
PRLD	25.32K	—	Новый	$134,982	0.0%
OPTX	10.71K	—	Новый	$133,278	0.0%
WATT	5.39K	—	Новый	$129,630	0.0%
CAMP	28.86K	—	Новый	$126,109	0.0%
SPRB	2.33K	—	Новый	$125,766	0.0%
WHWK	27.17K	—	Новый	$124,457	0.0%
BSCZ	5.87K	—	Новый	$120,241	0.0%
SLNH	87.81K	—	Новый	$118,544	0.0%
PS	3.55K	—	Новый	$116,653	0.0%
MMIT	4.56K	—	Новый	$111,012	0.0%
HEDG	3.65K	—	Новый	$109,650	0.0%
ANTX	22.39K	—	Новый	$108,363	0.0%
FDTX	1.84K	—	Новый	$106,297	0.0%
THAR	37.14K	—	Новый	$104,740	0.0%
DHX	28.10K	—	Новый	$104,251	0.0%
UNCY	22.07K	—	Новый	$103,504	0.0%
DFGX	1.90K	—	Новый	$102,044	0.0%
DIBS	20.02K	—	Новый	$98,074	0.0%
LCUT	11.25K	—	Новый	$95,971	0.0%
WSE Wise Group plc Class A…	8.02K	—	Новый	$95,530	0.0%
BH-A	45	—	Новый	$94,711	0.0%
JAN Janus Living, Inc.	3.17K	—	Новый	$91,048	0.0%
TYGO	35.36K	—	Новый	$82,393	0.0%
SEIM SEI QiM U.S. Large Cap…	1.33K	—	Новый	$74,680	0.0%
DRAM Roundhill Memory ETF	1.00K	—	Новый	$73,850	0.0%
BDTX	39.55K	—	Новый	$73,177	0.0%
SEIV SEI QiM U.S. Large Cap…	1.48K	—	Новый	$70,848	0.0%
TRON	43.27K	—	Новый	$69,668	0.0%
FRBT	3.79K	—	Новый	$69,228	0.0%
BKGI	1.52K	—	Новый	$68,264	0.0%
PLBY	52.40K	—	Новый	$63,922	0.0%
GBND	1.23K	—	Новый	$62,340	0.0%
NBSD	1.21K	—	Новый	$61,163	0.0%
YDEC	2.08K	—	Новый	$57,431	0.0%
RDZN	38.57K	—	Новый	$56,312	0.0%

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес	Серия
AAPL Apple Inc.	59.91M	58.74M	+2.0%	$17.34B	3.0%	●●○○○○
IVV iShares Core S&P 500 ETF	20.42M	19.58M	+4.3%	$15.29B	2.7%	●●○○○○
MSFT Microsoft Corporation	33.42M	33.33M	+0.3%	$12.47B	2.2%	●●○○○○
NVDA NVIDIA Corporation	58.86M	56.96M	+3.3%	$11.78B	2.0%
ITOT iShares Core S&P Total…	66.60M	65.97M	+0.9%	$10.94B	1.9%	●●○○○○
GOOGL Alphabet Inc.	29.19M	27.81M	+5.0%	$10.43B	1.8%
SPY State Street SPDR S&P…	12.00M	9.42M	+27.4%	$8.96B	1.6%
IEFA iShares Core MSCI EAFE…	90.73M	85.18M	+6.5%	$8.76B	1.5%	●●○○○○
JPM JPMorgan Chase & Co.	23.35M	23.00M	+1.5%	$7.64B	1.3%
IEMG iShares Core MSCI…	91.12M	87.38M	+4.3%	$7.55B	1.3%	●●○○○○
GOOG Alphabet Inc.	18.69M	18.01M	+3.7%	$6.60B	1.1%	●●○○○○
AGG iShares Core U.S.…	65.01M	63.70M	+2.1%	$6.44B	1.1%	●●○○○○
META Meta Platforms, Inc.	10.02M	9.66M	+3.8%	$5.65B	1.0%	●●○○○○
LLY Eli Lilly and Company	4.65M	4.41M	+5.5%	$5.57B	1.0%	●●○○○○
QQQ Invesco QQQ Trust…	7.24M	6.50M	+11.4%	$5.33B	0.9%
IWR iShares Russell Mid-Cap…	45.37M	42.83M	+5.9%	$5.00B	0.9%	●●○○○○
V Visa Inc.	13.86M	8.26M	+67.9%	$4.76B	0.8%	●●○○○○
XLK State Street Technology…	24.42M	23.32M	+4.7%	$4.65B	0.8%	●●○○○○
VOO Vanguard S&P 500 ETF	6.46M	6.25M	+3.4%	$4.44B	0.8%	●●○○○○
JNJ Johnson & Johnson	17.37M	16.93M	+2.6%	$4.41B	0.8%
IJH iShares Core S&P…	57.01M	53.51M	+6.5%	$4.40B	0.8%	●●○○○○
IWM iShares Russell 2000 ETF	11.80M	9.56M	+23.4%	$3.54B	0.6%
MU Micron Technology, Inc.	2.85M	2.45M	+16.4%	$3.29B	0.6%
AMD Advanced Micro Devices…	5.59M	4.64M	+20.4%	$3.25B	0.6%
LRCX Lam Research Corporation	7.31M	5.14M	+42.2%	$3.17B	0.6%
NEE NextEra Energy, Inc.	30.17M	29.37M	+2.7%	$2.61B	0.5%
USHY iShares Broad USD High…	71.64M	46.17M	+55.2%	$2.65B	0.5%	●●○○○○
AMGN Amgen Inc.	7.24M	7.09M	+2.1%	$2.62B	0.5%
GE GE Aerospace	6.86M	6.80M	+0.8%	$2.56B	0.4%	●●○○○○
MCD McDonald's Corporation	8.05M	7.97M	+1.0%	$2.18B	0.4%	●●○○○○
XLF State Street Financial…	45.23M	43.83M	+3.2%	$2.43B	0.4%	●●○○○○
BLK BlackRock, Inc.	2.50M	2.48M	+1.2%	$2.41B	0.4%
TSM Taiwan Semiconductor…	4.96M	4.65M	+6.8%	$2.37B	0.4%	●●○○○○
IUSB iShares Core Universal…	50.46M	49.56M	+1.8%	$2.33B	0.4%	●●○○○○
ABBV AbbVie Inc.	9.02M	8.91M	+1.2%	$2.27B	0.4%
CAT Caterpillar Inc.	2.12M	2.05M	+3.4%	$2.26B	0.4%	●●○○○○
MA Mastercard Incorporated	4.36M	3.98M	+9.5%	$2.24B	0.4%	●●○○○○
XONA.DE Exxon Mobil Corporation	13.04M	13.00M	+0.3%	$1.78B	0.3%	●●○○○○
BND Vanguard Total Bond…	29.04M	26.03M	+11.6%	$2.13B	0.4%	●●○○○○
IVW iShares S&P 500 Growth…	15.41M	15.36M	+0.3%	$2.12B	0.4%	●●○○○○
EMB iShares J.P. Morgan USD…	20.94M	19.86M	+5.4%	$2.02B	0.4%	●●○○○○
AXP American Express Company	5.96M	5.69M	+4.8%	$2.02B	0.4%	●●○○○○
LIN Linde plc	3.83M	3.78M	+1.1%	$1.99B	0.3%
BAC Bank of America…	33.50M	32.59M	+2.8%	$1.91B	0.3%
SNDK Sandisk Corporation	839.30K	309.11K	+171.5%	$1.91B	0.3%	●●○○○○
VTV Vanguard Morningstar…	8.72M	8.49M	+2.6%	$1.90B	0.3%	●●○○○○
TSLA Tesla, Inc.	4.32M	4.05M	+6.5%	$1.82B	0.3%
ADP Automatic Data…	7.19M	6.91M	+4.1%	$1.61B	0.3%
GS The Goldman Sachs…	1.53M	1.46M	+5.0%	$1.55B	0.3%	●●○○○○
XLI State Street Industrial…	8.21M	7.75M	+5.9%	$1.52B	0.3%	●●○○○○
AMAT Applied Materials, Inc.	2.08M	1.82M	+14.6%	$1.50B	0.3%	●●○○○○
UNH UnitedHealth Group…	3.62M	3.36M	+7.8%	$1.50B	0.3%	●●○○○○
MRK Merck & Co., Inc.	11.66M	11.45M	+1.9%	$1.50B	0.3%	●●○○○○
PNC The PNC Financial…	6.06M	5.34M	+13.4%	$1.49B	0.3%	●●○○○○
IBM International Business…	5.27M	4.53M	+16.4%	$1.48B	0.3%
VGT Vanguard Information…	12.33M	1.53M	+0.5% ✂	$1.47B	0.3%
IVE iShares S&P 500 Value…	6.23M	6.21M	+0.3%	$1.41B	0.2%
IWD iShares Russell 1000…	5.69M	5.01M	+13.4%	$1.38B	0.2%
NFLX Netflix, Inc.	14.48M	14.18M	+2.1%	$1.03B	0.2%
INTC Intel Corp.	9.76M	5.85M	+66.8%	$1.36B	0.2%	●●○○○○
ETN Eaton Corporation plc	3.14M	3.08M	+1.7%	$1.34B	0.2%
PLD Prologis, Inc.	9.61M	9.39M	+2.4%	$1.30B	0.2%	●●○○○○
GEV GE Vernova Inc.	1.09M	998.02K	+8.9%	$1.28B	0.2%	●●○○○○
CEG Constellation Energy…	4.51M	4.32M	+4.2%	$1.12B	0.2%	●●○○○○
ORCL Oracle Corporation	7.76M	7.13M	+8.8%	$1.14B	0.2%	●●○○○○
MUB iShares National Muni…	10.38M	10.01M	+3.7%	$1.12B	0.2%	●●○○○○
CRWD CrowdStrike Holdings…	1.41M	1.35M	+4.8%	$1.08B	0.2%
CGDV Capital Group Dividend…	21.82M	19.05M	+14.5%	$1.08B	0.2%	●●○○○○
XLV State Street Health…	6.78M	6.38M	+6.2%	$1.08B	0.2%	●●○○○○
GSIE Goldman Sachs…	23.10M	22.65M	+2.0%	$1.06B	0.2%	●●○○○○
KLAC KLA Corporation	3.50M	342.78K	+2.0% ✂	$1.05B	0.2%	●●○○○○
RDVY First Trust Rising…	12.68M	11.31M	+12.2%	$1.03B	0.2%	●●○○○○
UNP Union Pacific…	3.72M	3.42M	+8.8%	$1.01B	0.2%	●●○○○○
WEC WEC Energy Group, Inc.	8.57M	8.56M	+0.1%	$1.00B	0.2%	●●○○○○
WM Waste Management, Inc.	4.34M	4.26M	+1.7%	$966.20M	0.2%	●●○○○○
JEPI JPMorgan Equity Premium…	17.31M	16.36M	+5.8%	$977.39M	0.2%
FMDE Fidelity Enhanced Mid…	24.06M	20.93M	+14.9%	$976.16M	0.2%	●●○○○○
VYM Vanguard High Dividend…	6.10M	6.09M	+0.2%	$964.11M	0.2%	●●○○○○
EEM iShares MSCI Emerging…	13.96M	13.77M	+1.4%	$955.29M	0.2%	●●○○○○
MS Morgan Stanley	4.47M	4.33M	+3.2%	$934.40M	0.2%	●●○○○○
VCIT Vanguard…	11.18M	10.85M	+3.0%	$924.43M	0.2%	●●○○○○
WT WisdomTree, Inc.	14.55M	14.22M	+2.3%	$895.98M	0.2%	●●○○○○
GLDM SPDR Gold MiniShares…	10.61M	9.51M	+11.7%	$842.99M	0.1%	●●○○○○
TJX The TJX Companies, Inc.	5.48M	5.41M	+1.2%	$830.22M	0.1%	●●○○○○
PM Philip Morris…	4.67M	4.37M	+6.9%	$845.05M	0.1%	●●○○○○
CGGR Capital Group Growth ETF	17.57M	15.76M	+11.5%	$829.47M	0.1%	●●○○○○
ANET Arista Networks, Inc.	4.80M	4.56M	+5.3%	$815.26M	0.1%	●●○○○○
IBIT iShares Bitcoin Trust…	24.40M	6.50M	+275.1%	$812.15M	0.1%
SPYM State Street SPDR…	9.06M	4.04M	+124.1%	$796.32M	0.1%	●●○○○○
MRVL Marvell Technology, Inc.	2.66M	2.60M	+2.2%	$793.20M	0.1%
IWP iShares Russell Mid-Cap…	5.34M	5.14M	+3.9%	$781.15M	0.1%
BIL State Street SPDR…	8.40M	8.20M	+2.5%	$769.84M	0.1%	●●○○○○
VZ Verizon Communications…	16.16M	15.26M	+5.9%	$684.02M	0.1%	●●○○○○
AVEM Avantis Emerging…	7.88M	7.27M	+8.5%	$760.69M	0.1%	●●○○○○
DELL Dell Technologies Inc.	1.76M	1.71M	+2.9%	$759.11M	0.1%	●●○○○○
SYK Stryker Corporation	2.41M	2.30M	+4.8%	$758.03M	0.1%	●●○○○○
BX Blackstone Inc.	6.40M	5.57M	+14.9%	$752.70M	0.1%	●●○○○○
VTEB Vanguard Tax-Exempt…	14.84M	14.37M	+3.2%	$750.54M	0.1%	●●○○○○
VRT Vertiv Holdings Co	2.20M	2.09M	+5.1%	$735.14M	0.1%
TMO Thermo Fisher…	1.46M	1.44M	+1.0%	$731.20M	0.1%	●●○○○○
HON Honeywell International…	1.73M	3.15M	+9.8% ✂	$387.53M	0.1%	●●○○○○
DE Deere & Company	1.11M	1.01M	+10.0%	$706.22M	0.1%	●●○○○○
IJK iShares S&P Mid-Cap 400…	5.89M	5.87M	+0.4%	$692.55M	0.1%
PLTR Palantir Technologies…	4.92M	4.68M	+5.2%	$574.47M	0.1%
XLY State Street Consumer…	5.83M	5.71M	+2.1%	$683.92M	0.1%	●●○○○○
MDT Medtronic plc	7.90M	7.51M	+5.2%	$618.40M	0.1%	●●○○○○
SMH VanEck Semiconductor ETF	980.52K	918.97K	+6.7%	$643.11M	0.1%	●●○○○○
VCSH Vanguard Short-Term…	8.05M	7.53M	+6.9%	$636.28M	0.1%	●●○○○○
BE Bloom Energy Corporation	2.00M	1.35M	+48.0%	$606.66M	0.1%	●●○○○○
XLU State Street Utilities…	13.35M	13.21M	+1.1%	$605.19M	0.1%	●●○○○○
DVY iShares Select Dividend…	3.87M	3.81M	+1.5%	$604.20M	0.1%	●●○○○○
JEPQ JPMorgan Nasdaq Equity…	9.69M	9.08M	+6.8%	$595.64M	0.1%	●●○○○○
GLW Corning Inc	2.28M	1.93M	+17.9%	$582.18M	0.1%
VONG Vanguard Russell 1000…	4.49M	4.24M	+6.0%	$574.21M	0.1%	●●○○○○
SDVY First Trust SMID Cap…	13.26M	12.62M	+5.0%	$571.99M	0.1%	●●○○○○
WMB The Williams Companies…	7.55M	6.36M	+18.8%	$561.30M	0.1%	●●○○○○
XBI State Street SPDR S&P…	3.50M	2.75M	+27.6%	$554.52M	0.1%
PFE Pfizer Inc.	20.19M	19.53M	+3.4%	$486.26M	0.1%	●●○○○○
AEP American Electric Power…	4.00M	3.94M	+1.4%	$546.71M	0.1%
VOE Vanguard Morningstar…	2.73M	2.69M	+1.4%	$538.73M	0.1%

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес	Серия
AVGO Broadcom Inc.	25.15M	25.69M	-2.1%	$9.50B	1.7%
VO Vanguard Morningstar…	109.71M	27.77M	-1.2% ✂	$8.84B	1.5%
AMZN Amazon.com, Inc.	34.74M	35.02M	-0.8%	$8.28B	1.4%
CSCO Cisco Systems, Inc.	37.73M	38.48M	-2.0%	$4.43B	0.8%	●●○○○○
VEA Vanguard FTSE Developed…	58.00M	61.39M	-5.5%	$4.13B	0.7%	●●○○○○
GSLC Goldman Sachs…	27.44M	28.09M	-2.3%	$3.89B	0.7%
CVX Chevron Corporation	17.54M	18.04M	-2.7%	$2.91B	0.5%
WMT Walmart Inc.	28.79M	29.28M	-1.7%	$3.26B	0.6%
ADI Analog Devices, Inc.	8.22M	8.37M	-1.8%	$3.27B	0.6%	●●○○○○
COST Costco Wholesale…	3.11M	3.11M	-0.2%	$2.91B	0.5%
PSX Phillips 66	12.48M	13.79M	-9.5%	$2.11B	0.4%	●●○○○○
BRK-B Berkshire Hathaway Inc.	4.83M	5.12M	-5.5%	$2.42B	0.4%	●●○○○○
VWO Vanguard FTSE Emerging…	41.00M	42.92M	-4.5%	$2.45B	0.4%	●●○○○○
VIG Vanguard Dividend…	10.06M	10.79M	-6.8%	$2.38B	0.4%	●●○○○○
VUG Vanguard Morningstar…	26.19M	4.43M	-1.4% ✂	$2.26B	0.4%
IWF iShares Russell 1000…	17.87M	4.52M	-1.1% ✂	$2.22B	0.4%	●●○○○○
IJR iShares Core S&P…	14.49M	14.72M	-1.6%	$2.15B	0.4%	●●○○○○
BIV Vanguard…	26.47M	27.76M	-4.7%	$2.03B	0.4%
HD The Home Depot, Inc.	5.95M	5.99M	-0.7%	$2.10B	0.4%
VTI Vanguard Morningstar…	5.64M	5.73M	-1.7%	$2.09B	0.4%
PG The Procter & Gamble…	13.98M	14.37M	-2.8%	$2.05B	0.4%
LOW Lowe's Companies, Inc.	8.31M	8.75M	-5.0%	$1.83B	0.3%	●●○○○○
PANW Palo Alto Networks, Inc.	5.97M	6.12M	-2.5%	$2.04B	0.4%
PEP PepsiCo, Inc.	11.27M	11.44M	-1.4%	$1.53B	0.3%
PDBC Invesco Optimum Yield…	66.88M	101.76M	-34.3%	$1.06B	0.2%
RTX RTX Corporation	8.80M	8.82M	-0.2%	$1.67B	0.3%
EFA iShares MSCI EAFE ETF	16.10M	16.88M	-4.7%	$1.67B	0.3%
ABT Abbott Laboratories	15.18M	15.91M	-4.6%	$1.38B	0.2%	●●○○○○
LHX L3Harris Technologies…	4.51M	4.64M	-2.7%	$1.31B	0.2%	●●○○○○
VB Vanguard Morningstar…	5.11M	6.02M	-15.1%	$1.55B	0.3%	●●○○○○
GLD SPDR Gold Shares	3.42M	3.61M	-5.3%	$1.26B	0.2%	●●○○○○
GD General Dynamics…	4.33M	4.51M	-4.1%	$1.53B	0.3%	●●○○○○
CB Chubb Limited	3.85M	4.66M	-17.4%	$1.31B	0.2%	●●○○○○
ASML ASML Holding N.V.	718.99K	773.17K	-7.0%	$1.43B	0.2%	●●○○○○
RSP Invesco S&P 500 Equal…	6.66M	6.68M	-0.3%	$1.42B	0.2%
EMR Emerson Electric Co.	9.76M	9.96M	-2.0%	$1.40B	0.2%	●●○○○○
SBUX Starbucks Corporation	13.34M	13.63M	-2.1%	$1.36B	0.2%	●●○○○○
BNY Bank of New York Mellon…	8.97M	8.99M	-0.3%	$1.30B	0.2%	●●○○○○
C Citigroup Inc.	9.11M	9.29M	-1.9%	$1.28B	0.2%	●●○○○○
TXN Texas Instruments…	4.23M	4.41M	-4.1%	$1.26B	0.2%
APH Amphenol Corporation	7.02M	7.07M	-0.7%	$1.24B	0.2%
GWW W.W. Grainger, Inc.	892.08K	922.50K	-3.3%	$1.21B	0.2%	●●○○○○
ITW Illinois Tool Works Inc.	4.37M	4.63M	-5.7%	$1.18B	0.2%	●●○○○○
IAU iShares Gold Trust	12.83M	13.19M	-2.7%	$968.74M	0.2%
AFL Aflac Incorporated	8.64M	10.55M	-18.1%	$1.01B	0.2%	●●○○○○
XLE State Street Energy…	17.00M	18.19M	-6.5%	$903.10M	0.2%	●●○○○○
ACN Accenture plc	2.19M	5.45M	-59.9%	$272.31M	0.0%	●●○○○○
SPGI S&P Global Inc.	2.39M	2.51M	-4.8%	$973.05M	0.2%	●●○○○○
KO The Coca-Cola Company	12.64M	13.49M	-6.3%	$1.03B	0.2%
GILD Gilead Sciences, Inc.	6.44M	6.63M	-2.9%	$813.58M	0.1%	●●○○○○
PH Parker-Hannifin…	878.08K	878.57K	-0.1%	$858.87M	0.1%	●●○○○○
QUAL iShares MSCI USA…	3.86M	3.97M	-2.8%	$846.20M	0.1%	●●○○○○
XLC State Street…	6.30M	7.59M	-17.0%	$674.85M	0.1%
MDY State Street SPDR S&P…	1.18M	1.19M	-1.2%	$829.22M	0.1%	●●○○○○
VEU Vanguard FTSE All-World…	9.35M	9.51M	-1.7%	$782.65M	0.1%
BA The Boeing Company	3.62M	3.96M	-8.6%	$767.04M	0.1%
LMT Lockheed Martin…	1.23M	1.25M	-2.0%	$626.58M	0.1%
CRM Salesforce, Inc.	3.11M	3.86M	-19.4%	$486.86M	0.1%	●●○○○○
EOG EOG Resources, Inc.	3.27M	4.65M	-29.7%	$424.47M	0.1%
UBER Uber Technologies, Inc.	9.10M	9.29M	-2.0%	$656.66M	0.1%	●●○○○○
SHW The Sherwin-Williams…	1.94M	2.02M	-4.0%	$667.85M	0.1%
ZTS Zoetis Inc.	1.81M	5.49M	-67.0%	$130.01M	0.0%
IWB iShares Russell 1000 ETF	1.58M	1.58M	-0.1%	$646.12M	0.1%	●●○○○○
QCOM QUALCOMM Incorporated	3.48M	3.52M	-1.2%	$642.77M	0.1%	●●○○○○
DIA State Street SPDR Dow…	1.21M	1.24M	-2.5%	$630.08M	0.1%	●●○○○○
FTGC First Trust Global…	21.76M	21.83M	-0.3%	$588.69M	0.1%
AMT American Tower…	3.42M	3.50M	-2.3%	$559.45M	0.1%
MDLZ Mondelez International…	10.42M	10.48M	-0.6%	$602.83M	0.1%
JPST JPMorgan Ultra-Short…	11.84M	11.90M	-0.6%	$598.54M	0.1%
HYG iShares iBoxx $ High…	2.85M	7.57M	-62.4%	$227.74M	0.0%
DIS The Walt Disney Company	6.04M	6.21M	-2.7%	$581.57M	0.1%
IWS iShares Russell Mid-Cap…	3.63M	3.93M	-7.7%	$597.33M	0.1%
BCI abrdn Bloomberg All…	17.46M	24.44M	-28.6%	$390.01M	0.1%	●●○○○○
CVS CVS Health Corp.	3.68M	8.11M	-54.6%	$380.92M	0.1%
SHV iShares Trust iShares…	4.65M	5.24M	-11.3%	$512.77M	0.1%
MINT PIMCO Enhanced Short…	5.07M	5.72M	-11.3%	$511.57M	0.1%
LQD iShares iBoxx $…	4.67M	5.25M	-11.1%	$508.93M	0.1%
INTU Intuit Inc.	584.35K	1.29M	-54.6%	$152.52M	0.0%
WDC Western Digital…	863.45K	1.02M	-15.7%	$551.50M	0.1%
JNK State Street SPDR…	1.08M	5.71M	-81.0%	$104.35M	0.0%
HGER Harbor Commodity…	16.89M	17.49M	-3.4%	$495.53M	0.1%
TTE TotalEnergies SE	5.38M	5.69M	-5.3%	$417.04M	0.1%
CTVA Corteva, Inc.	1.20M	6.15M	-80.5%	$101.70M	0.0%	●●○○○○
VOT Vanguard Morningstar…	1.65M	1.67M	-1.7%	$504.35M	0.1%
KMDA Kamada Ltd.	592.06K	597.24K	-0.9%	$4.35M	0.0%	●●○○○○
SLB Slb N.V.	8.89M	9.46M	-5.9%	$413.48M	0.1%	●●○○○○
ISRG Intuitive Surgical, Inc.	1.03M	1.05M	-1.9%	$408.63M	0.1%
FTSM First Trust Enhanced…	7.55M	7.93M	-4.7%	$451.18M	0.1%	●●○○○○
SHY iShares 1-3 Year…	5.68M	5.71M	-0.6%	$466.60M	0.1%
APD Air Products and…	1.55M	1.59M	-2.6%	$453.15M	0.1%	●●○○○○
MRSH Marsh & McLennan…	2.51M	2.58M	-2.7%	$418.38M	0.1%
ICE Intercontinental…	2.47M	2.80M	-11.7%	$304.69M	0.1%
XLP State Street Consumer…	3.19M	5.18M	-38.4%	$265.17M	0.0%
CMS CMS Energy Corporation	5.25M	5.42M	-3.3%	$401.25M	0.1%	●●○○○○
COR Cencora, Inc.	1.29M	1.33M	-3.5%	$363.75M	0.1%	●●○○○○
TLT iShares 20+ Year…	4.62M	4.77M	-3.0%	$399.38M	0.1%
COWZ Pacer US Cash Cows 100…	6.25M	6.51M	-4.1%	$388.67M	0.1%	●●○○○○
VBR Vanguard Morningstar…	1.68M	1.69M	-0.8%	$407.35M	0.1%	●●○○○○
MCK McKesson Corporation	404.23K	459.68K	-12.1%	$305.44M	0.1%
AMLP Alerian MLP ETF	7.43M	7.52M	-1.2%	$385.20M	0.1%
PAYX Paychex, Inc.	3.85M	4.24M	-9.1%	$378.79M	0.1%	●●○○○○
VNQ Vanguard Real Estate ETF	3.99M	4.14M	-3.6%	$384.72M	0.1%	●●○○○○
TGT Target Corporation	2.88M	3.15M	-8.7%	$376.02M	0.1%	●●○○○○
IYW iShares U.S. Technology…	1.48M	1.51M	-1.6%	$374.01M	0.1%	●●○○○○
DGX Quest Diagnostics…	1.75M	1.76M	-0.7%	$371.17M	0.1%	●●○○○○
SHOP Shopify Inc.	2.87M	3.07M	-6.7%	$327.35M	0.1%	●●○○○○
CL Colgate-Palmolive…	3.93M	4.13M	-4.6%	$360.70M	0.1%
TEL TE Connectivity plc	1.69M	1.70M	-1.0%	$339.98M	0.1%	●●○○○○
SLV iShares Silver Trust	4.93M	5.18M	-5.0%	$263.35M	0.0%	●●○○○○
ORLY O'Reilly Automotive…	3.56M	3.71M	-4.0%	$328.16M	0.1%
KRE State Street SPDR S&P…	3.23M	5.20M	-37.9%	$241.59M	0.0%
SCHW The Charles Schwab…	3.19M	3.58M	-10.8%	$294.30M	0.1%
CME CME Group Inc.	1.10M	1.14M	-3.2%	$242.84M	0.0%
VGSH Vanguard Short-Term…	4.96M	5.69M	-12.8%	$288.56M	0.1%
AEE Ameren Corporation	2.93M	2.96M	-1.2%	$330.68M	0.1%	●●○○○○
HLT Hilton Worldwide…	999.25K	1.03M	-3.3%	$330.21M	0.1%	●●○○○○
USMV iShares MSCI USA Min…	3.40M	3.54M	-4.2%	$327.58M	0.1%
USB U.S. Bancorp	5.43M	6.02M	-9.7%	$328.13M	0.1%	●●○○○○
CMCSA Comcast Corporation	9.46M	11.27M	-16.1%	$232.17M	0.0%
KEYS Keysight Technologies…	921.01K	934.72K	-1.5%	$322.42M	0.1%	●●○○○○

Ценная бумага	Акции	Предыдущий	Изменение	Стоимость	Вес
CTRA Coterra Energy Inc.	—	1.92M	Выход	$67.39M	0.0%
CSGS CSG Systems…	—	372.07K	Выход	$29.74M	0.0%
HOLX Hologic, Inc.	—	92.60K	Выход	$7.00M	0.0%
AMWD American Woodmark…	—	131.21K	Выход	$5.23M	0.0%
TERN Terns Pharmaceuticals…	—	79.56K	Выход	$4.19M	0.0%
DHIL	—	21.55K	Выход	$3.71M	0.0%
AL Air Lease Corporation	—	53.35K	Выход	$3.46M	0.0%
CWAN Clearwater Analytics…	—	122.91K	Выход	$2.91M	0.0%
SEE Sealed Air Corporation	—	52.99K	Выход	$2.23M	0.0%
CTLP	—	190.25K	Выход	$2.06M	0.0%
THR Thermon Group Holdings…	—	40.17K	Выход	$2.02M	0.0%
MASI Masimo Corporation	—	11.34K	Выход	$2.02M	0.0%
TPH Tri Pointe Homes, Inc.	—	35.91K	Выход	$1.68M	0.0%
ACLX Arcellx, Inc.	—	14.39K	Выход	$1.65M	0.0%
FOLD Amicus Therapeutics…	—	111.07K	Выход	$1.61M	0.0%
MCR	—	209.97K	Выход	$1.27M	0.0%
DAWN Day One…	—	56.43K	Выход	$1.21M	0.0%
SLNO Soleno Therapeutics…	—	20.75K	Выход	$694,743	0.0%
GLDD	—	35.28K	Выход	$599,789	0.0%
VRE Veris Residential, Inc.	—	31.67K	Выход	$597,666	0.0%
KW Kennedy-Wilson…	—	48.81K	Выход	$528,108	0.0%
PRA ProAssurance Corporation	—	19.55K	Выход	$483,245	0.0%
KALV	—	23.93K	Выход	$481,651	0.0%
BKMI BNY Mellon Municipal…	—	17.24K	Выход	$450,027	0.0%
HTBK	—	31.93K	Выход	$398,472	0.0%
BCHHF	—	183.47K	Выход	$357,767	0.0%
APLS Apellis…	—	8.59K	Выход	$345,649	0.0%
PKST	—	15.94K	Выход	$332,967	0.0%
SNCY Sun Country Airlines…	—	18.93K	Выход	$312,707	0.0%
EHAB	—	22.14K	Выход	$311,953	0.0%
PJUL	—	6.54K	Выход	$300,490	0.0%
ESLA	—	264.39K	Выход	$280,251	0.0%
OS OneStream, Inc. Class A…	—	11.12K	Выход	$266,760	0.0%
MCW	—	37.99K	Выход	$264,822	0.0%
STKL	—	40.87K	Выход	$264,812	0.0%
GDEN	—	9.84K	Выход	$262,584	0.0%
CNTA Centessa…	—	6.00K	Выход	$238,319	0.0%
OSEA	—	7.76K	Выход	$224,797	0.0%
CVGW	—	8.39K	Выход	$216,392	0.0%
SEMR	—	17.27K	Выход	$206,252	0.0%
FFIC	—	12.79K	Выход	$196,431	0.0%
TLTD	—	1.94K	Выход	$182,336	0.0%
UDMY	—	34.26K	Выход	$158,295	0.0%
FFWM	—	25.64K	Выход	$151,276	0.0%
AVMV	—	1.72K	Выход	$127,367	0.0%
ONTF	—	14.15K	Выход	$114,623	0.0%
BLFY	—	7.18K	Выход	$95,050	0.0%
BCPL	—	3.34K	Выход	$82,759	0.0%
TRND	—	2.50K	Выход	$82,572	0.0%
CABR	—	72.43K	Выход	$82,571	0.0%
VTEX	—	19.60K	Выход	$78,416	0.0%
AVDS	—	1.03K	Выход	$73,718	0.0%
LNKB	—	8.09K	Выход	$67,479	0.0%
AMJB	—	1.90K	Выход	$65,718	0.0%
EWCZ	—	10.63K	Выход	$61,447	0.0%
UBFO	—	5.23K	Выход	$54,990	0.0%
QSI	—	63.87K	Выход	$49,434	0.0%
FNWD	—	1.30K	Выход	$47,045	0.0%
SNWV	—	2.70K	Выход	$46,683	0.0%
BILZ	—	452	Выход	$45,638	0.0%
SKE Skeena Resources Limited	—	1.46K	Выход	$43,258	0.0%
EDOW	—	1.00K	Выход	$40,571	0.0%
NUAG	—	1.90K	Выход	$39,935	0.0%
SPWR	—	30.39K	Выход	$38,601	0.0%
SKYX	—	32.66K	Выход	$36,574	0.0%
DERM	—	7.50K	Выход	$35,180	0.0%
CLAR	—	11.16K	Выход	$30,345	0.0%
HFFG	—	15.18K	Выход	$28,076	0.0%
LAKE	—	3.31K	Выход	$27,117	0.0%
UDN	—	1.50K	Выход	$27,000	0.0%
MXCT	—	38.21K	Выход	$26,845	0.0%
BNDC	—	1.21K	Выход	$26,842	0.0%
OM	—	6.28K	Выход	$24,122	0.0%
MPX	—	3.25K	Выход	$23,651	0.0%
TMCI	—	17.54K	Выход	$23,508	0.0%
HYFI	—	628	Выход	$23,355	0.0%
SSTI	—	3.50K	Выход	$23,197	0.0%
PJAN	—	499	Выход	$23,019	0.0%
CSPI	—	2.53K	Выход	$21,920	0.0%
LRGC AB US Large Cap…	—	294	Выход	$21,609	0.0%
MAPS	—	32.58K	Выход	$21,449	0.0%
DCGO	—	33.98K	Выход	$21,374	0.0%
PNOV	—	500	Выход	$20,430	0.0%
FTLF	—	1.42K	Выход	$20,121	0.0%
SWKHL	—	1.13K	Выход	$19,255	0.0%
GSID Goldman Sachs…	—	267	Выход	$18,661	0.0%
AEYE	—	2.90K	Выход	$18,479	0.0%
NRDY	—	21.86K	Выход	$17,844	0.0%
AARD	—	4.71K	Выход	$17,745	0.0%
WALD	—	18.27K	Выход	$17,346	0.0%
EP	—	5.65K	Выход	$16,730	0.0%
MYPS	—	33.78K	Выход	$15,849	0.0%
FJAN	—	310	Выход	$15,627	0.0%
GSEP	—	393	Выход	$14,977	0.0%
BTMD	—	10.63K	Выход	$14,348	0.0%
QQMG	—	341	Выход	$13,489	0.0%
HIDV	—	172	Выход	$13,359	0.0%
TZOO	—	2.25K	Выход	$13,338	0.0%
ISPR	—	6.84K	Выход	$12,586	0.0%
SNBRQ	—	6.99K	Выход	$12,544	0.0%
FLCG	—	419	Выход	$12,528	0.0%
UTEN	—	287	Выход	$12,513	0.0%
KG	—	992	Выход	$10,714	0.0%
CELZ	—	5.00K	Выход	$10,300	0.0%
AGIX	—	300	Выход	$9,831	0.0%
SGMOQ	—	38.33K	Выход	$9,464	0.0%
TEAD	—	13.79K	Выход	$9,082	0.0%
MYO	—	13.06K	Выход	$8,826	0.0%
LOWV	—	113	Выход	$8,348	0.0%
SAMT	—	210	Выход	$8,247	0.0%
KDK Kodiak AI, Inc. Common…	—	1.00K	Выход	$6,940	0.0%
AVNM	—	89	Выход	$6,779	0.0%
NEON	—	4.58K	Выход	$6,411	0.0%
XJH	—	137	Выход	$6,216	0.0%
SLND	—	4.76K	Выход	$6,188	0.0%
XMAR	—	152	Выход	$6,154	0.0%
GTEK	—	150	Выход	$6,135	0.0%
DAPR	—	145	Выход	$5,766	0.0%
GAPR	—	139	Выход	$5,625	0.0%
HYBB	—	121	Выход	$5,625	0.0%

Базовый актив	Тип	Базовые акции	Отчётная стоимость
STX	Put	3.20M	$3.09B
IWM	Put	10.26M	$3.08B
WDC	Put	4.01M	$2.56B
QQQ	Put	3.26M	$2.40B
QQQ	Call	3.09M	$2.27B
SPY	Put	1.94M	$1.45B
QQQ	Call	1.80M	$1.33B
QQQ	Put	1.41M	$1.04B
SPY	Put	1.35M	$1.01B
IWM	Call	3.15M	$945.07M
APO	Put	5.90M	$698.03M
AKAM	Call	5.80M	$685.62M
EEM	Put	9.89M	$676.88M
HYG	Put	8.30M	$663.88M
LLY	Put	507.50K	$608.71M
IWM	Put	2.00M	$600.90M
GOOGL	Call	1.60M	$571.79M
GOOG	Call	1.60M	$565.33M
AAPL	Put	1.86M	$538.21M
BE	Put	1.69M	$511.56M
SPY	Call	605.00K	$451.80M
APO	Call	3.65M	$431.59M
SNOW	Call	1.50M	$381.75M
CIFR	Call	15.00M	$367.50M
HYG	Call	4.41M	$352.49M
TLT	Put	3.95M	$341.18M
ROIV	Put	9.60M	$339.74M
EFA	Put	3.19M	$331.01M
NVDA	Put	1.65M	$330.99M
NVDA	Put	1.61M	$322.14M
META	Put	568.00K	$319.95M
XLF	Put	5.64M	$302.45M
XLF	Call	4.97M	$266.53M
AMZN	Put	1.06M	$252.71M
TLT	Call	2.90M	$250.76M
CIEN	Call	500.00K	$245.28M
SPY	Put	319.30K	$238.44M
IWM	Call	750.00K	$225.34M
TSM	Put	470.00K	$224.46M
IREN	Call	4.80M	$219.50M
EFA	Call	2.05M	$212.90M
XLE	Put	3.86M	$205.07M
NEE	Call	2.20M	$193.52M
ON	Call	2.00M	$189.08M
SITM	Call	250.00K	$186.39M
JPM	Put	460.00K	$150.57M
HOOD	Call	1.50M	$150.42M
SPY	Put	198.30K	$148.08M
CVX	Call	851.00K	$141.06M
GOOGL	Put	392.60K	$140.30M
EEM	Call	2.00M	$136.82M
XLF	Put	2.55M	$136.71M
MSTR	Put	1.52M	$132.32M
SPY	Call	170.10K	$127.03M
LQD	Call	1.12M	$122.70M
SMTC	Call	750.00K	$121.39M
AMZN	Call	496.20K	$118.26M
APP	Put	223.20K	$115.00M
IREN	Put	2.50M	$114.33M
ALNY	Call	370.00K	$111.38M
NBIS	Put	397.50K	$109.78M
GOOG	Put	310.00K	$109.53M
ORCL	Put	738.40K	$108.21M
BE	Call	356.80K	$108.00M
SEDG	Call	1.80M	$105.19M
AMZN	Call	440.00K	$104.87M
AAPL	Put	339.10K	$98.12M
MSFT	Call	259.20K	$96.69M
MSFT	Call	257.30K	$95.98M
XLE	Call	1.80M	$95.60M
MSFT	Put	249.20K	$92.96M
CVX	Put	525.00K	$87.02M
KEEL	Call	15.00M	$86.10M
XLF	Call	1.60M	$85.78M
META	Call	150.70K	$84.89M
LLY	Put	70.00K	$83.96M
NET	Call	325.00K	$79.72M
INTC	Put	528.80K	$73.84M
COIN	Call	500.00K	$73.09M
UUUU	Call	5.01M	$72.64M
TSLA	Call	170.30K	$71.63M
BTDR	Call	4.50M	$71.42M
NRG	Call	468.80K	$68.47M
GOOG	Put	192.00K	$67.84M
GOOGL	Put	187.40K	$66.97M
FXI	Put	2.08M	$65.55M
LQD	Put	600.00K	$65.44M
META	Put	111.00K	$62.53M
WAT	Put	166.30K	$62.37M
ABBV	Call	247.50K	$62.28M
SLB	Put	1.33M	$62.06M
AAPL	Call	210.60K	$60.94M
UNP	Put	220.00K	$59.84M
NVDA	Call	294.30K	$58.89M
APP	Call	114.00K	$58.74M
FXI	Call	1.73M	$54.74M
KLAC	Put	175.00K	$52.80M
COIN	Put	355.50K	$51.97M
UNH	Put	123.00K	$51.12M
DVN	Call	1.23M	$50.73M

В отчётах 13F указывается условная стоимость опционов (базовые акции и рыночная стоимость), но не страйк, срок истечения или тип позиции (купленный или выписанный опцион) — направление сделки не может быть определено. Методология

Возраст позиции

2470–1 кварталы

56002–4 кварталы

Число последовательных кварталов, в течение которых каждая текущая позиция фигурирует в отчётности, в рамках нашего окна данных.

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Morgan Stanley	5750	83.8%	0.8333	Сравнить ⇄
Rockefeller Capital Management L.P.	4334	72.2%	0.8311	Сравнить ⇄
Bank Of America Corp /De/	4993	82.3%	0.8118	Сравнить ⇄
Osaic Holdings, Inc.	5533	84.2%	0.7784	Сравнить ⇄
Goldman Sachs Group	4570	73.0%	0.7781	Сравнить ⇄
Bank of New York Mellon Corp	3989	67.2%	0.778	Сравнить ⇄

Схожесть только по объявленным длинным позициям — хеджи и активы, не охваченные 13F, не видны. Методология

История подачи документов

Aug 14 2026 13F-HR · период Q2 2026

$617.42B · 18,984 позиции · Просмотреть оригинальную форму SEC ↗

Jul 08 2026 13F-HR/A · период Q1 2026

$530.34B · 17,971 позиции · поправка (restatement) · Просмотреть оригинальную форму SEC ↗

May 11 2026 13F-HR · период Q1 2026

$530.34B · 17,971 позиции · Просмотреть оригинальную форму SEC ↗

Feb 13 2026 13F-HR · период Q4 2025

$549.08B · 17,860 позиции · Просмотреть оригинальную форму SEC ↗

Nov 13 2025 13F-HR · период Q3 2025

$526.00B · 17,814 позиции · Просмотреть оригинальную форму SEC ↗

Aug 14 2025 13F-HR · период Q2 2025

$483.40B · 17,891 позиции · Просмотреть оригинальную форму SEC ↗

Происхождение: Все позиции, извлечённые из информационных таблиц 13F данного управляющего на SEC EDGAR; значения указаны в том виде, в котором они представлены, в целых долларах США. Изменения рассчитываются относительно последней принятой версии каждого квартала (поправки учтены) с корректировкой количества акций на сплиты. Отчётный период: Q2 2026 · последний файл Aug 14, 2026 · Методология изменений

☆ Wells Fargo & Company/Mn

Wells Fargo & Company/Mn