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Smith Salley Wealth Management
управител на активи · портфейл $2.30 млрд · 275 позиции · отчет към 30.06.2026
Позиции в Акции отчет за 30.06.2026, подаден на 23.07.2026; промяна — спрямо 31.03.2026 · 289
| Компания | Акции | Стойност | % от портфейла | Промяна за Тримесечието |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 778 282 | $156 млн | 6.77% | +2 156 |
| Apple Inc. US:AAPL | 412 027 | $119 млн | 5.18% | −4 424 |
| Alphabet Inc. US:GOOG | 277 743 | $98.1 млн | 4.26% | −571 |
| Microsoft Corporation US:MSFT | 243 743 | $90.9 млн | 3.95% | +2 634 |
| Amazon.com, Inc. US:AMZN | 266 045 | $63.4 млн | 2.75% | −14 978 |
| Broadcom Inc. US:AVGO | 162 684 | $61.5 млн | 2.67% | +37 187 |
| Micron Technology Inc US:MU | 49 183 | $56.8 млн | 2.47% | −1 233 |
| JPMorgan Chase & Co. US:JPM | 162 429 | $53.2 млн | 2.31% | +1 342 |
| ASML HLDG NV CUSIP N07059210 | 26 703 | $53.1 млн | 2.31% | +503 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 101 635 | $50.9 млн | 2.21% | −890 |
| Meta Platforms, Inc. US:META | 80 744 | $45.5 млн | 1.98% | +117 |
| The TJX Companies Inc US:TJX | 278 620 | $42.2 млн | 1.83% | −2 405 |
| Visa Inc. Class A US:V | 120 349 | $41.3 млн | 1.79% | −395 |
| Analog Devices Inc US:ADI | 102 631 | $40.8 млн | 1.77% | −7 841 |
| RTX Corporation US:RTX | 214 007 | $40.6 млн | 1.76% | +18 |
| AbbVie Inc US:ABBV | 159 074 | $40.0 млн | 1.74% | −1 717 |
| Amphenol Corporation US:APH | 223 966 | $39.5 млн | 1.72% | +128 660 |
| Arista Networks US:ANET | 203 226 | $34.5 млн | 1.50% | +5 234 |
| Nextera Energy Inc US:NEE | 364 690 | $32.0 млн | 1.39% | +925 |
| Marvell Technology, Inc. US:MRVL | 106 712 | $31.8 млн | 1.38% | −180 864 |
| Alphabet Inc. US:GOOGL | 86 221 | $30.8 млн | 1.34% | +9 621 |
| Thermo Fisher Scientific Inc US:TMO | 58 868 | $29.5 млн | 1.28% | −530 |
| Lowe's Companies Inc US:LOW | 133 706 | $29.5 млн | 1.28% | −1 182 |
| Advanced Micro Devices Inc US:AMD | 49 596 | $28.8 млн | 1.25% | +47 835 |
| Eli Lilly and Company US:LLY | 23 731 | $28.5 млн | 1.24% | +2 764 |
| LINDE PLC CUSIP G54950103 | 54 640 | $28.4 млн | 1.23% | +2 |
| Brookfield Corporation US:BN | 648 145 | $27.6 млн | 1.20% | −9 357 |
| Ametek Inc US:AME | 110 491 | $26.7 млн | 1.16% | +1 515 |
| Mastercard Inc US:MA | 50 371 | $25.9 млн | 1.12% | −470 |
| Curtiss-Wright Corporation US:CW | 33 248 | $25.2 млн | 1.09% | +186 |
| Procter & Gamble Company US:PG | 165 153 | $24.2 млн | 1.05% | +1 418 |
| Chevron Corp US:CVX | 129 777 | $21.5 млн | 0.93% | +2 915 |
| Caseys General Stores Inc US:CASY | 26 726 | $21.2 млн | 0.92% | −3 931 |
| iShares 5-10 Year Investment… US:IGIB · ETF | 387 811 | $20.6 млн | 0.90% | +202 143 |
| Union Pacific Corporation US:UNP | 73 828 | $20.1 млн | 0.87% | +202 |
| PNC Financial Services Group… US:PNC | 80 906 | $19.9 млн | 0.87% | +1 250 |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 70 573 | $19.8 млн | 0.86% | −11 570 |
| Caterpillar Inc US:CAT | 17 889 | $19.1 млн | 0.83% | +512 |
| Markel Corporation US:MKL | 9 151 | $17.9 млн | 0.78% | −21 |
| PepsiCo Inc US:PEP | 125 785 | $17.0 млн | 0.74% | +609 |
| ABBOTT LABORATORIES US:ABT | 187 213 | $17.0 млн | 0.74% | −2 400 |
| SPDR Portfolio High Yield Bo… US:SPHY · ETF | 715 925 | $16.8 млн | 0.73% | +534 179 |
| Cummins Inc US:CMI | 23 045 | $16.4 млн | 0.71% | +556 |
| Johnson & Johnson US:JNJ | 63 130 | $16.0 млн | 0.70% | +5 296 |
| Cisco Systems Inc US:CSCO | 135 028 | $15.9 млн | 0.69% | +58 863 |
| S&P Global Inc US:SPGI | 38 904 | $15.8 млн | 0.69% | −216 |
| Elevance Health Inc US:ELV | 39 707 | $15.4 млн | 0.67% | +193 |
| International Business Machi… US:IBM | 54 255 | $15.3 млн | 0.66% | +29 829 |
| Fidelity® MSCI Information T… US:FTEC · ETF | 45 191 | $12.9 млн | 0.56% | −656 |
| iShares 1-5 Year Investment… US:IGSB · ETF | 245 485 | $12.9 млн | 0.56% | −4 615 |
| MEDTRONIC PLC CUSIP G5960L103 | 162 575 | $12.7 млн | 0.55% | −1 |
| Transdigm Group Incorporated US:TDG | 9 148 | $12.2 млн | 0.53% | +1 078 |
| Colgate-Palmolive Company US:CL | 128 961 | $11.8 млн | 0.51% | +3 536 |
| ASTRAZENECA PLC CUSIP G0593M107 | 61 200 | $11.6 млн | 0.50% | −7 719 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 119 957 | $11.6 млн | 0.50% | +3 175 |
| Roper Technologies Inc US:ROP | 32 879 | $11.1 млн | 0.48% | −1 101 |
| iShares MBS ETF US:MBB · ETF | 115 609 | $10.9 млн | 0.47% | −49 053 |
| Northrop Grumman Corporation US:NOC | 21 033 | $10.7 млн | 0.47% | −328 |
| Walmart Inc. US:WMT | 88 401 | $10.0 млн | 0.43% | +4 010 |
| Xylem Inc US:XYL | 79 697 | $9.42 млн | 0.41% | −1 579 |
| Bank of America Corp US:BAC | 162 266 | $9.25 млн | 0.40% | +5 362 |
| EATON CORP PLC CUSIP G29183103 | 17 907 | $7.63 млн | 0.33% | −997 |
| The Home Depot Inc US:HD | 21 622 | $7.63 млн | 0.33% | +170 |
| Duke Energy CORP US:DUK | 59 147 | $7.49 млн | 0.33% | −254 |
| The Coca-Cola Company US:KO | 91 728 | $7.45 млн | 0.32% | +2 933 |
| iShares 0-5 Year High Yield… US:SHYG · ETF | 171 419 | $7.27 млн | 0.32% | −3 938 |
| UNITEDHEALTH GROUP INC US:UNH | 17 096 | $7.11 млн | 0.31% | +1 246 |
| First Bancorp US:FBNC | 110 644 | $7.07 млн | 0.31% | — |
| Vanguard Total Stock Market… US:VTI · ETF | 18 805 | $6.96 млн | 0.30% | −32 |
| MORGAN STANLEY US:MS | 30 845 | $6.45 млн | 0.28% | +1 300 |
| Applied Materials Inc US:AMAT | 8 330 | $6.02 млн | 0.26% | −644 |
| Vanguard Information Technol… US:VGT · ETF | 50 353 | $6.02 млн | 0.26% | +44 048 |
| Vertiv Holdings Co US:VRT | 17 792 | $5.96 млн | 0.26% | −2 022 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 71 358 | $5.91 млн | 0.26% | −1 228 |
| MERCK & CO INC US:MRK | 45 198 | $5.81 млн | 0.25% | +1 263 |
| Texas Instruments Incorporat… US:TXN | 18 743 | $5.59 млн | 0.24% | −1 662 |
| Moodys Corporation US:MCO | 11 164 | $5.06 млн | 0.22% | +332 |
| Brookfield Asset Management… US:BAM | 112 311 | $5.04 млн | 0.22% | −800 |
| Fidelity® MSCI Financials In… US:FNCL · ETF | 59 305 | $4.54 млн | 0.20% | −1 000 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 6 075 | $4.54 млн | 0.20% | −2 050 |
| American Express Company US:AXP | 13 053 | $4.42 млн | 0.19% | +106 |
| STARBUCKS CORP US:SBUX | 42 808 | $4.37 млн | 0.19% | +1 027 |
| BlackRock Inc US:BLK | 4 470 | $4.30 млн | 0.19% | +297 |
| American Electric Power Co I… US:AEP | 31 251 | $4.28 млн | 0.19% | +778 |
| Netflix Inc US:NFLX | 58 409 | $4.17 млн | 0.18% | +30 781 |
| CHUBB LIMITED CUSIP H1467J104 | 12 176 | $4.15 млн | 0.18% | +2 222 |
| Amgen Inc US:AMGN | 11 307 | $4.09 млн | 0.18% | +205 |
| Fidelity® MSCI Communication… US:FCOM · ETF | 57 756 | $4.01 млн | 0.17% | −984 |
| Digital Realty Trust Inc US:DLR | 21 484 | $3.86 млн | 0.17% | +9 309 |
| Invesco QQQ Trust US:QQQ · ETF | 5 152 | $3.79 млн | 0.16% | −226 |
| Tesla, Inc. US:TSLA | 9 008 | $3.79 млн | 0.16% | +446 |
| McDonald’s Corporation US:MCD | 13 108 | $3.54 млн | 0.15% | +36 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 40 089 | $3.45 млн | 0.15% | +33 539 |
| CITIGROUP INC US:C | 24 395 | $3.41 млн | 0.15% | нова |
| Intuitive Surgical Inc US:ISRG | 8 480 | $3.37 млн | 0.15% | +2 143 |
| Fidelity® MSCI Health Care I… US:FHLC · ETF | 43 256 | $3.34 млн | 0.15% | −856 |
| AT&T Inc. US:T | 158 663 | $3.28 млн | 0.14% | +2 173 |
| Invesco FTSE RAFI US 1000 ET… US:PRF · ETF | 59 300 | $3.20 млн | 0.14% | — |
| MercadoLibre Inc. US:MELI | 1 887 | $3.20 млн | 0.14% | +188 |
| ServiceNow Inc US:NOW | 30 900 | $3.07 млн | 0.13% | +7 603 |
| Fidelity® MSCI Industrials I… US:FIDU · ETF | 30 587 | $3.05 млн | 0.13% | −592 |
| QUALCOMM INC/DE US:QCOM | 16 216 | $3.00 млн | 0.13% | −4 949 |
| Booking Holdings Inc US:BKNG | 16 439 | $2.93 млн | 0.13% | +15 780 |
| Goldman Sachs Group Inc US:GS | 2 856 | $2.89 млн | 0.13% | +128 |
| HUNTINGTON BANCSHARES INC US:HBAN | 159 890 | $2.83 млн | 0.12% | +6 981 |
| Philip Morris International… US:PM | 15 578 | $2.82 млн | 0.12% | +332 |
| The Travelers Companies Inc US:TRV | 8 524 | $2.81 млн | 0.12% | +283 |
| Synopsys Inc US:SNPS | 6 219 | $2.77 млн | 0.12% | +2 261 |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 18 509 | $2.70 млн | 0.12% | +1 032 |
| Fidelity® MSCI Consumer Disc… US:FDIS · ETF | 25 999 | $2.67 млн | 0.12% | +1 487 |
| Atlantic Union Bankshares Co… US:AUB | 62 147 | $2.63 млн | 0.11% | — |
| Salesforce.com Inc US:CRM | 16 453 | $2.58 млн | 0.11% | +452 |
| IQVIA Holdings Inc US:IQV | 13 330 | $2.58 млн | 0.11% | +343 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 10 430 | $2.47 млн | 0.11% | — |
| Ecolab Inc US:ECL | 7 973 | $2.22 млн | 0.10% | +101 |
| iShares Core S&P 500 ETF US:IVV · ETF | 2 870 | $2.15 млн | 0.09% | −250 |
| L3Harris Technologies Inc US:LHX | 7 323 | $2.13 млн | 0.09% | +397 |
| Emerson Electric Company US:EMR | 14 854 | $2.13 млн | 0.09% | +99 |
| Blackstone Inc. US:BX | 17 666 | $2.08 млн | 0.09% | +173 |
| Air Products and Chemicals I… US:APD | 6 997 | $2.05 млн | 0.09% | +290 |
| Progressive Corp US:PGR | 9 221 | $2.01 млн | 0.09% | −2 498 |
| Vanguard S&P 500 ETF US:VOO · ETF | 2 930 | $2.01 млн | 0.09% | +42 |
| Parker-Hannifin Corporation US:PH | 2 047 | $2.00 млн | 0.09% | +17 |
| CME GROUP INC. US:CME | 8 926 | $1.97 млн | 0.09% | +86 |
| Verizon Communications Inc US:VZ | 45 703 | $1.94 млн | 0.08% | +1 034 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 25 675 | $1.83 млн | 0.08% | +3 129 |
| KLA Corporation US:KLAC | 6 027 | $1.82 млн | 0.08% | +5 423 |
| STRYKER CORP US:SYK | 5 736 | $1.81 млн | 0.08% | +268 |
| Kinder Morgan, Inc. US:KMI | 51 665 | $1.65 млн | 0.07% | +2 187 |
| MARRIOTT INTERNATIONAL INC US:MAR | 4 425 | $1.64 млн | 0.07% | −60 |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 1 666 | $1.61 млн | 0.07% | нова |
| First Citizens BancShares, I… US:FCNCA | 752 | $1.56 млн | 0.07% | −5 |
| Honeywell International Inc US:HON | 6 924 | $1.55 млн | 0.07% | нова |
| Technology Select Sector SPD… US:XLK · ETF | 7 955 | $1.52 млн | 0.07% | — |
| Honeywell Aerospace Inc US:HONA | 6 836 | $1.51 млн | 0.07% | нова |
| Financial Select Sector SPDR… US:XLF · ETF | 27 807 | $1.49 млн | 0.06% | — |
| iShares Russell 3000 ETF US:IWV · ETF | 3 413 | $1.46 млн | 0.06% | +235 |
| iShares Russell 1000 Growth… US:IWF · ETF | 11 596 | $1.44 млн | 0.06% | +8 521 |
| Prologis Inc US:PLD | 10 571 | $1.43 млн | 0.06% | +515 |
| iShares U.S. Equity Factor E… US:LRGF · ETF | 18 832 | $1.42 млн | 0.06% | — |
| Health Care Select Sector SP… US:XLV · ETF | 8 744 | $1.39 млн | 0.06% | — |
| Corning Incorporated US:GLW | 5 307 | $1.36 млн | 0.06% | +438 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 44 751 | $1.32 млн | 0.06% | +8 981 |
| ConocoPhillips US:COP | 12 565 | $1.31 млн | 0.06% | −18 789 |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 42 928 | $1.24 млн | 0.05% | — |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 8 445 | $1.24 млн | 0.05% | +14 |
| Industrial Select Sector SPD… US:XLI · ETF | 6 646 | $1.23 млн | 0.05% | −28 |
| Fidelity® MSCI Consumer Stap… US:FSTA · ETF | 23 280 | $1.22 млн | 0.05% | −434 |
| Fidelity® MSCI Energy Index… US:FENY · ETF | 41 076 | $1.21 млн | 0.05% | −7 629 |
| Taiwan Semiconductor Manufac… US:TSM | 2 518 | $1.20 млн | 0.05% | −352 |
| Marsh & McLennan Companies,… US:MRSH | 6 963 | $1.16 млн | 0.05% | +187 |
| Invesco FTSE RAFI US 1500 Sm… US:PRFZ · ETF | 20 743 | $1.16 млн | 0.05% | — |
| Williams Companies Inc US:WMB | 14 844 | $1.10 млн | 0.05% | +404 |
| Consumer Discretionary Selec… US:XLY · ETF | 9 366 | $1.10 млн | 0.05% | — |
| Enbridge Inc US:ENB | 18 717 | $1.01 млн | 0.04% | +168 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 4 633 | $1.01 млн | 0.04% | +2 904 |
| Southern Company US:SO | 10 380 | $993 хил. | 0.04% | −147 |
| Northern Trust Corporation US:NTRS | 5 715 | $993 хил. | 0.04% | +69 |
| Vanguard High Dividend Yield… US:VYM · ETF | 6 084 | $962 хил. | 0.04% | −47 |
| CrowdStrike Holdings, Inc. US:CRWD | 1 220 | $931 хил. | 0.04% | −360 |
| CVS Health Corp US:CVS | 8 982 | $929 хил. | 0.04% | −113 |
| Yum! Brands Inc US:YUM | 5 732 | $916 хил. | 0.04% | −281 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 8 136 | $898 хил. | 0.04% | +186 |
| Norfolk Southern Corporation US:NSC | 2 751 | $865 хил. | 0.04% | +701 |
| Truist Financial Corp US:TFC | 17 105 | $852 хил. | 0.04% | +167 |
| iShares Russell 2000 ETF US:IWM · ETF | 2 785 | $837 хил. | 0.04% | −500 |
| iShares Russell 1000 ETF US:IWB · ETF | 2 003 | $820 хил. | 0.04% | +54 |
| U.S. Bancorp US:USB | 13 495 | $815 хил. | 0.04% | −68 |
| CSX Corporation US:CSX | 16 793 | $798 хил. | 0.03% | −210 |
| Fidelity® MSCI Materials Ind… US:FMAT · ETF | 13 546 | $793 хил. | 0.03% | −202 |
| Fidelity® MSCI Utilities Ind… US:FUTY · ETF | 13 437 | $785 хил. | 0.03% | −198 |
| iShares Core S&P U.S. Growth… US:IUSG · ETF | 4 114 | $774 хил. | 0.03% | нова |
| Dimensional US Core Equity M… US:DFAU · ETF | 14 727 | $761 хил. | 0.03% | нова |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $749 хил. | 0.03% | — |
| GE Vernova LLC US:GEV | 633 | $744 хил. | 0.03% | +95 |
| Marathon Petroleum Corp US:MPC | 2 909 | $744 хил. | 0.03% | +385 |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 8 824 | $739 хил. | 0.03% | — |
| Valero Energy Corporation US:VLO | 2 723 | $709 хил. | 0.03% | +18 |
| Fidelity® MSCI Real Estate I… US:FREL · ETF | 23 359 | $684 хил. | 0.03% | +6 505 |
| GE Aerospace US:GE | 1 808 | $676 хил. | 0.03% | +91 |
| Bristol-Myers Squibb Company US:BMY | 11 437 | $659 хил. | 0.03% | +888 |
| Altria Group US:MO | 9 095 | $654 хил. | 0.03% | −486 |
| Globe Life Inc US:GL | 3 648 | $652 хил. | 0.03% | — |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 19 226 | $651 хил. | 0.03% | +6 007 |
| Tractor Supply Company US:TSCO | 19 886 | $629 хил. | 0.03% | +118 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 8 081 | $623 хил. | 0.03% | +986 |
| Novartis AG ADR US:NVS | 3 892 | $610 хил. | 0.03% | — |
| Lam Research Corp US:LRCX | 1 402 | $608 хил. | 0.03% | +221 |
| NASDAQ, INC. US:NDAQ | 7 466 | $588 хил. | 0.03% | −464 |
| Vanguard Health Care Index F… US:VHT · ETF | 1 936 | $579 хил. | 0.03% | −22 |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 16 042 | $558 хил. | 0.02% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 6 700 | $554 хил. | 0.02% | −39 370 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 9 274 | $554 хил. | 0.02% | +1 082 |
| Oracle Corporation US:ORCL | 3 655 | $536 хил. | 0.02% | +218 |
| COSTCO WHOLESALE CORP /NEW US:COST | 569 | $532 хил. | 0.02% | +77 |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 6 300 | $521 хил. | 0.02% | +5 250 |
| iShares Russell 1000 Value E… US:IWD · ETF | 2 075 | $503 хил. | 0.02% | +536 |
| Automatic Data Processing In… US:ADP | 2 227 | $499 хил. | 0.02% | нова |
| United Parcel Service Inc US:UPS | 4 502 | $484 хил. | 0.02% | +858 |
| Intel Corporation US:INTC | 3 442 | $481 хил. | 0.02% | нова |
| AFLAC INC US:AFL | 3 957 | $464 хил. | 0.02% | −347 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 5 629 | $454 хил. | 0.02% | +4 221 |
| iShares Russell 2000 Growth… US:IWO · ETF | 1 144 | $451 хил. | 0.02% | −129 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 14 252 | $443 хил. | 0.02% | — |
| Deere & Company US:DE | 680 | $431 хил. | 0.02% | +74 |
| PPG Industries Inc US:PPG | 3 500 | $424 хил. | 0.02% | −12 |
| Palo Alto Networks Inc US:PANW | 1 241 | $423 хил. | 0.02% | −205 |
| PulteGroup Inc US:PHM | 3 042 | $417 хил. | 0.02% | — |
| Vanguard Total World Stock I… US:VT · ETF | 2 637 | $414 хил. | 0.02% | — |
| iShares S&P Small-Cap 600 Va… US:IJS · ETF | 2 960 | $405 хил. | 0.02% | +459 |
| Dimensional US Marketwide Va… US:DFUV · ETF | 7 344 | $404 хил. | 0.02% | — |
| GENERAL DYNAMICS CORP US:GD | 1 124 | $398 хил. | 0.02% | −28 |
| Schwab International Equity… US:SCHF · ETF | 14 134 | $392 хил. | 0.02% | +2 400 |
| Palantir Technologies Inc. US:PLTR | 3 349 | $391 хил. | 0.02% | +297 |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 12 296 | $390 хил. | 0.02% | +95 |
| Tyler Technologies Inc US:TYL | 1 332 | $390 хил. | 0.02% | −113 |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 1 090 | $375 хил. | 0.02% | +352 |
| SPDR® S&P Homebuilders ETF US:XHB · ETF | 3 240 | $374 хил. | 0.02% | — |
| Cal-Maine Foods Inc US:CALM | 4 600 | $371 хил. | 0.02% | — |
| Live Oak Bancshares, Inc. US:LOB | 8 954 | $366 хил. | 0.02% | — |
| SPDR® Gold MiniShares® US:GLDM · ETF | 4 460 | $354 хил. | 0.02% | +1 514 |
| Wheaton Precious Metals Corp US:WPM | 3 150 | $354 хил. | 0.02% | — |
| State Street SPDR Portfolio… US:SPDW · ETF | 6 880 | $347 хил. | 0.02% | — |
| iShares Core High Dividend E… US:HDV · ETF | 12 633 | $346 хил. | 0.02% | +10 121 |
| The Allstate Corporation US:ALL | 1 454 | $346 хил. | 0.02% | −285 |
| Delta Air Lines Inc US:DAL | 3 686 | $345 хил. | 0.01% | +186 |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 655 | $342 хил. | 0.01% | — |
| Shopify Inc US:SHOP | 2 990 | $341 хил. | 0.01% | +412 |
| Sandisk Corp US:SNDK | 147 | $335 хил. | 0.01% | −187 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 1 966 | $323 хил. | 0.01% | — |
| The Boeing Company US:BA | 1 474 | $319 хил. | 0.01% | +156 |
| iShares MSCI EAFE ETF US:EFA · ETF | 3 007 | $312 хил. | 0.01% | −20 |
| Consumer Staples Select Sect… US:XLP · ETF | 3 743 | $311 хил. | 0.01% | — |
| iShares Russell 2000 Value E… US:IWN · ETF | 1 399 | $309 хил. | 0.01% | — |
| Schwab Fundamental U.S. Smal… US:FNDA · ETF | 8 026 | $305 хил. | 0.01% | — |
| ROCKWELL AUTOMATION, INC US:ROK | 608 | $301 хил. | 0.01% | нова |
| Kimberly-Clark Corporation US:KMB | 2 646 | $290 хил. | 0.01% | −69 |
| Western Digital Corporation US:WDC | 445 | $284 хил. | 0.01% | нова |
| Royal Bank of Canada US:RY | 1 367 | $283 хил. | 0.01% | — |
| Vanguard Consumer Discretion… US:VCR · ETF | 705 | $280 хил. | 0.01% | −17 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 1 877 | $278 хил. | 0.01% | нова |
| Heartbeam Inc US:BEAT | 367 647 | $276 хил. | 0.01% | — |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 898 | $272 хил. | 0.01% | нова |
| Invesco S&P 500® Low Volatil… US:SPLV · ETF | 3 604 | $270 хил. | 0.01% | — |
| First Trust Dow Jones Intern… US:FDN · ETF | 1 000 | $265 хил. | 0.01% | — |
| Ast Spacemobile Inc US:ASTS | 2 966 | $264 хил. | 0.01% | нова |
| SPDR® S&P Dividend ETF US:SDY · ETF | 1 717 | $261 хил. | 0.01% | — |
| Revvity Inc. US:RVTY | 2 334 | $260 хил. | 0.01% | нова |
| Enterprise Products Partners… US:EPD | 6 974 | $256 хил. | 0.01% | +15 |
| Vanguard Small-Cap Growth In… US:VBK · ETF | 695 | $254 хил. | 0.01% | −25 |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 2 763 | $253 хил. | 0.01% | −547 |
| Lockheed Martin Corporation US:LMT | 496 | $253 хил. | 0.01% | +145 |
| Sherwin-Williams Co US:SHW | 734 | $253 хил. | 0.01% | −19 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 1 027 | $250 хил. | 0.01% | — |
| SPDR® Gold Shares US:GLD · ETF | 656 | $242 хил. | 0.01% | +50 |
| Alliant Energy Corp US:LNT | 3 112 | $237 хил. | 0.01% | — |
| American Healthcare REIT, In… US:AHR | 4 530 | $236 хил. | 0.01% | −704 |
| iShares U.S. Healthcare ETF US:IYH · ETF | 3 510 | $235 хил. | 0.01% | — |
| Lincoln National Corporation US:LNC | 6 496 | $230 хил. | 0.01% | +627 |
| Vanguard Materials Index Fun… US:VAW · ETF | 1 000 | $229 хил. | 0.01% | — |
| Invesco S&P 500 Equal Weight… US:RSPT · ETF | 801 | $225 хил. | 0.01% | — |
| Danaher Corporation US:DHR | 1 177 | $224 хил. | 0.01% | +89 |
| Axon Enterprise Inc. US:AXON | 398 | $223 хил. | 0.01% | нова |
| Jacobs Solutions Inc. US:J | 1 740 | $219 хил. | 0.01% | −224 |
| Vanguard Industrials Index F… US:VIS · ETF | 600 | $216 хил. | 0.01% | нова |
| iShares Russell Top 200 ETF US:IWL · ETF | 1 123 | $208 хил. | 0.01% | нова |
| Vertex Pharmaceuticals Inc US:VRTX | 417 | $207 хил. | 0.01% | нова |
| VanEck Semiconductor ETF US:SMH · ETF | 313 | $205 хил. | 0.01% | −504 |
| ELBIT SYS LTD CUSIP M3760D101 | 270 | $205 хил. | 0.01% | — |
| Schwab U.S. Mid-Cap ETF US:SCHM · ETF | 5 524 | $204 хил. | 0.01% | нова |
| Nucor Corp US:NUE | 913 | $203 хил. | 0.01% | нова |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 1 840 | $203 хил. | 0.01% | — |
| TE CONNECTIVITY PLC CUSIP G87052109 | 1 005 | $203 хил. | 0.01% | нова |
| Lumen Technologies, Inc. US:LUMN | 17 864 | $137 хил. | 0.01% | — |
| HIVE Digital Technologies Lt… US:HIVE | 11 000 | $40.0 хил. | 0.00% | нова |
| Intuit Inc US:INTU | 0 (беше 2 156) | — | — | продадена |
| Invesco S&P 500® Top 50 ETF US:XLG · ETF | 0 (беше 7 793) | — | — | продадена |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 0 (беше 60 895) | — | — | продадена |
| Nike Inc US:NKE | 0 (беше 18 640) | — | — | продадена |
| Osisko Gold Ro US:OR | 0 (беше 5 700) | — | — | продадена |
| Royal Gold Inc US:RGLD | 0 (беше 938) | — | — | продадена |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (беше 56 346) | — | — | продадена |
| CBRE Group Inc Class A US:CBRE | 0 (беше 13 862) | — | — | продадена |
| Cincinnati Financial Corpora… US:CINF | 0 (беше 1 496) | — | — | продадена |
| Constellation Energy Corp US:CEG | 0 (беше 783) | — | — | продадена |
| Exxon Mobil Corporation US:XOM | 0 (беше 86 055) | — | — | продадена |
| Franco-Nevada Corporation US:FNV | 0 (беше 888) | — | — | продадена |
| Gilead Sciences Inc US:GILD | 0 (беше 1 480) | — | — | продадена |
| Honeywell International Inc US:HON | 0 (беше 13 573) | — | — | продадена |
В компаниите от нашата база данни 1
| Компания | Дял | Акции | Дата на Доклада |
|---|---|---|---|
| Heartbeam Inc | 0.65% | 367 647 | 2026-06-30 |
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