← a los grandes inversores
Keel Point, LLC
gestora de activos · cartera $1.69 mil M · 520 posiciones · informe a 30.06.2026
Posiciones en acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 460
| Empresa | Acciones | Valor | % de la cartera | Cambio trimestral |
|---|---|---|---|---|
| HF Sinclair Corp US:DINO | 0 (era 5 356) | — | — | vendida |
| Nike Inc US:NKE | 0 (era 4 311) | — | — | vendida |
| Vanguard S&P 500 ETF US:VOO · ETF | 0 (era 495 364) | — | — | vendida |
| Chunghwa Telecom Co Ltd US:CHT | 0 (era 5 407) | — | — | vendida |
| iShares Semiconductor ETF US:SOXX · ETF | 0 (era 5 778) | — | — | vendida |
| SPDR Portfolio Intermediate… US:SPTI · ETF | 0 (era 14 293) | — | — | vendida |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 0 (era 1 515) | — | — | vendida |
| FEDEX CORP US:FDX | 0 (era 2 812) | — | — | vendida |
| Kinder Morgan, Inc. US:KMI | 0 (era 18 034) | — | — | vendida |
| 3M Company US:MMM | 0 (era 1 632) | — | — | vendida |
| Baker Hughes Co US:BKR | 0 (era 3 357) | — | — | vendida |
| Invesco QQQ Trust US:QQQ · ETF | 0 (era 13 524) | — | — | vendida |
| Palantir Technologies Inc. US:PLTR | 0 (era 15 366) | — | — | vendida |
| Vistra Corp. US:VST | 0 (era 1 952) | — | — | vendida |
| DR Horton Inc US:DHI | 0 (era 2 053) | — | — | vendida |
| iShares National Muni Bond E… US:MUB · ETF | 0 (era 9 471) | — | — | vendida |
| Consumer Staples Select Sect… US:XLP · ETF | 0 (era 5 909) | — | — | vendida |
| Advanced Micro Devices Inc US:AMD | 0 (era 4 790) | — | — | vendida |
| FORD MOTOR CO US:F | 0 (era 15 667) | — | — | vendida |
| Medical Properties Trust, In… US:MPT | 0 (era 30 420) | — | — | vendida |
| Vanguard Dividend Appreciati… US:VIG · ETF | 0 (era 10 545) | — | — | vendida |
| Boston Scientific Corp US:BSX | 0 (era 41 464) | — | — | vendida |
| iShares Select Dividend ETF US:DVY · ETF | 0 (era 10 045) | — | — | vendida |
| Regeneron Pharmaceuticals In… US:REGN | 0 (era 385) | — | — | vendida |
| AMBARELLA INC CUSIP G037AX101 | 0 (era 9 835) | — | — | vendida |
| Dominion Energy Inc US:D | 0 (era 13 917) | — | — | vendida |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 0 (era 13 393) | — | — | vendida |
| Sony Corp US:SONY | 0 (era 10 880) | — | — | vendida |
| Cencora, Inc. US:COR | 0 (era 758) | — | — | vendida |
| Ameriprise Financial Inc US:AMP | 0 (era 538) | — | — | vendida |
| HCA Healthcare, Inc. US:HCA | 0 (era 1 270) | — | — | vendida |
| Norfolk Southern Corporation US:NSC | 0 (era 7 557) | — | — | vendida |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 0 (era 14 643) | — | — | vendida |
| Church & Dwight Company Inc US:CHD | 0 (era 36 342) | — | — | vendida |
| iShares Expanded Tech Sector… US:IGM · ETF | 0 (era 9 100) | — | — | vendida |
| SPDR® S&P Dividend ETF US:SDY · ETF | 0 (era 2 515) | — | — | vendida |
| TERRA INNOVATUM GLOBAL NV CUSIP N85083108 | 0 (era 17 609) | — | — | vendida |
| Fidelity Wise Origin Bitcoin… US:FBTC · ETF | 0 (era 33 269) | — | — | vendida |
| Kroger Company US:KR | 0 (era 3 078) | — | — | vendida |
| Toast Inc US:TOST | 0 (era 13 347) | — | — | vendida |
| Banco Santander S.A. US:SAN | 0 (era 16 095) | — | — | vendida |
| Intuit Inc US:INTU | 0 (era 755) | — | — | vendida |
| Palo Alto Networks Inc US:PANW | 0 (era 2 576) | — | — | vendida |
| Vulcan Materials Company US:VMC | 0 (era 1 850) | — | — | vendida |
| DHI Group Inc US:DHX | 0 (era 43 754) | — | — | vendida |
| iShares MSCI KLD 400 Social… US:DSI · ETF | 0 (era 2 564) | — | — | vendida |
| Consumer Discretionary Selec… US:XLY · ETF | 0 (era 5 874) | — | — | vendida |
| The Allstate Corporation US:ALL | 0 (era 2 025) | — | — | vendida |
| Freeport-McMoran Copper & Go… US:FCX | 0 (era 4 613) | — | — | vendida |
| MercadoLibre Inc. US:MELI | 0 (era 1 812) | — | — | vendida |
| Vanguard Total International… US:VXUS · ETF | 0 (era 3 849) | — | — | vendida |
| Bristol-Myers Squibb Company US:BMY | 0 (era 7 738) | — | — | vendida |
| iShares TIPS Bond ETF US:TIP · ETF | 0 (era 8 087) | — | — | vendida |
| Regions Financial Corporatio… US:RF | 0 (era 18 603) | — | — | vendida |
| AON PLC CUSIP G0403H108 | 0 (era 737) | — | — | vendida |
| Duke Energy CORP US:DUK | 0 (era 6 188) | — | — | vendida |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 0 (era 26 454) | — | — | vendida |
| Southern Company US:SO | 0 (era 113 671) | — | — | vendida |
| Amgen Inc US:AMGN | 0 (era 2 607) | — | — | vendida |
| HSBC Holdings PLC US:HSBC | 0 (era 3 865) | — | — | vendida |
| Inspire International ESG ET… US:WWJD · ETF | 0 (era 16 879) | — | — | vendida |
| Vanguard Real Estate Index F… US:VNQ · ETF | 0 (era 44 489) | — | — | vendida |
| Cisco Systems Inc US:CSCO | 0 (era 33 253) | — | — | vendida |
| iShares Russell 1000 Value E… US:IWD · ETF | 0 (era 82 093) | — | — | vendida |
| State Street® SPDR® Portfoli… US:SPYM · ETF | 0 (era 307 906) | — | — | vendida |
| NEBIUS GROUP N.V. CUSIP N97284108 | 0 (era 3 904) | — | — | vendida |
| Fidelity® High Dividend ETF US:FDVV · ETF | 0 (era 8 023) | — | — | vendida |
| L3Harris Technologies Inc US:LHX | 0 (era 1 348) | — | — | vendida |
| The Travelers Companies Inc US:TRV | 0 (era 1 118) | — | — | vendida |
| Bank of America Corp US:BAC | 0 (era 41 413) | — | — | vendida |
| Intuitive Surgical Inc US:ISRG | 0 (era 28 762) | — | — | vendida |
| Parker-Hannifin Corporation US:PH | 0 (era 649) | — | — | vendida |
| Walmart Inc. US:WMT | 0 (era 61 439) | — | — | vendida |
| Danaher Corporation US:DHR | 0 (era 2 405) | — | — | vendida |
| iShares MBS ETF US:MBB · ETF | 0 (era 5 692) | — | — | vendida |
| Energy Select Sector SPDR® F… US:XLE · ETF | 0 (era 27 024) | — | — | vendida |
| TBG Dividend Focus ETF US:TBG · ETF | 0 (era 6 587) | — | — | vendida |
| GT BIOPHARMA INC CUSIP 36254L308 | 0 (era 20 768) | — | — | vendida |
| MERCK & CO INC US:MRK | 0 (era 39 387) | — | — | vendida |
| Vanguard Mega Cap Index Fund… US:MGC · ETF | 0 (era 51 151) | — | — | vendida |
| Broadcom Inc. US:AVGO | 0 (era 19 393) | — | — | vendida |
| iShares Core S&P 500 ETF US:IVV · ETF | 0 (era 14 868) | — | — | vendida |
| Republic Services Inc US:RSG | 0 (era 1 530) | — | — | vendida |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 0 (era 2 935) | — | — | vendida |
| D-Wave Quantum Inc. US:QBTS | 0 (era 11 606) | — | — | vendida |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 0 (era 14 319) | — | — | vendida |
| SPROTT ASSET MANAGEMENT LP CUSIP 85207H104 | 0 (era 43 313) | — | — | vendida |
| Block Inc US:XYZ | 0 (era 13 368) | — | — | vendida |
| Amphenol Corporation US:APH | 0 (era 33 729) | — | — | vendida |
| Hartford Total Return Bond E… US:HTRB · ETF | 0 (era 8 064) | — | — | vendida |
| Northern Lights Fund Trust I… US:BIBL · ETF | 0 (era 17 291) | — | — | vendida |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 0 (era 1 481) | — | — | vendida |
| Cintas Corporation US:CTAS | 0 (era 7 750) | — | — | vendida |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 0 (era 6 366) | — | — | vendida |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 0 (era 400) | — | — | vendida |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 0 (era 1 078) | — | — | vendida |
| Fidelity® MSCI Real Estate I… US:FREL · ETF | 0 (era 13 213) | — | — | vendida |
| Lam Research Corp US:LRCX | 0 (era 10 090) | — | — | vendida |
| Trinity Capital Inc. US:TRIN | 0 (era 12 426) | — | — | vendida |
| The Bank of New York Mellon… US:BNY | 0 (era 3 416) | — | — | vendida |
| Invesco FTSE RAFI US 1000 ET… US:PRF · ETF | 0 (era 16 034) | — | — | vendida |
| Parsons Corp US:PSN | 0 (era 4 021) | — | — | vendida |
| Warner Bros. Discovery, Inc. US:WBD | 0 (era 7 947) | — | — | vendida |
| Deere & Company US:DE | 0 (era 1 047) | — | — | vendida |
| iShares Morningstar Small-Ca… US:ISCG · ETF | 0 (era 4 422) | — | — | vendida |
| Financial Select Sector SPDR… US:XLF · ETF | 0 (era 6 995) | — | — | vendida |
| Relative Sentiment Tactical… US:MOOD · ETF | 0 (era 12 370) | — | — | vendida |
| GE Vernova LLC US:GEV | 0 (era 1 274) | — | — | vendida |
| METLIFE INC US:MET | 0 (era 3 538) | — | — | vendida |
| Vanguard S&P 500 Value Index… US:VOOV · ETF | 0 (era 1 880) | — | — | vendida |
| Cigna Corp US:CI | 0 (era 1 078) | — | — | vendida |
| iShares Core U.S. Aggregate… US:AGG · ETF | 0 (era 524 169) | — | — | vendida |
| Rocket Lab USA Inc. US:RKLB | 0 (era 51 341) | — | — | vendida |
| ASTRAZENECA PLC CUSIP G0593M107 | 0 (era 2 828) | — | — | vendida |
| DYCOM INDUSTRIES INC US:DY | 0 (era 3 086) | — | — | vendida |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 0 (era 44 144) | — | — | vendida |
| iShares ESG Aware MSCI EM ET… US:ESGE · ETF | 0 (era 15 277) | — | — | vendida |
| STARBUCKS CORP US:SBUX | 0 (era 13 079) | — | — | vendida |
| Analog Devices Inc US:ADI | 0 (era 1 547) | — | — | vendida |
| Hilton Worldwide Holdings In… US:HLT | 0 (era 829) | — | — | vendida |
| Northern Lights Fund Trust I… US:IBD · ETF | 0 (era 24 795) | — | — | vendida |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 0 (era 2 098) | — | — | vendida |
| CITIGROUP INC US:C | 0 (era 8 779) | — | — | vendida |
| iShares Russell 1000 Growth… US:IWF · ETF | 0 (era 42 900) | — | — | vendida |
| SPDR® Portfolio S&P 600 Smal… US:SPSM · ETF | 0 (era 6 920) | — | — | vendida |
| Fidelity® Total Bond ETF US:FBND · ETF | 0 (era 12 363) | — | — | vendida |
| Eli Lilly and Company US:LLY | 0 (era 2 671) | — | — | vendida |
| Truist Financial Corp US:TFC | 0 (era 15 676) | — | — | vendida |
| BERKSHIRE HATHAWAY INC US:BRK-A | 0 (era 13) | — | — | vendida |
| Invesco S&P Global Water Ind… US:CGW · ETF | 0 (era 7 486) | — | — | vendida |
| PepsiCo Inc US:PEP | 0 (era 4 651) | — | — | vendida |
| Waste Management Inc US:WM | 0 (era 2 680) | — | — | vendida |
| Dell Technologies Inc. US:DELL | 0 (era 1 339) | — | — | vendida |
| iShares 5-10 Year Investment… US:IGIB · ETF | 0 (era 10 677) | — | — | vendida |
| Industrial Select Sector SPD… US:XLI · ETF | 0 (era 6 946) | — | — | vendida |
| Alphabet Inc. US:GOOG | 0 (era 25 987) | — | — | vendida |
| GENERAL DYNAMICS CORP US:GD | 0 (era 2 227) | — | — | vendida |
| Microsoft Corporation US:MSFT | 0 (era 39 970) | — | — | vendida |
| Vanguard Total Bond Market I… US:BND · ETF | 0 (era 81 191) | — | — | vendida |
| CME GROUP INC. US:CME | 0 (era 1 510) | — | — | vendida |
| iShares MSCI Emerging Market… US:EEM · ETF | 0 (era 215 833) | — | — | vendida |
| ROCKWELL AUTOMATION, INC US:ROK | 0 (era 981) | — | — | vendida |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (era 16 510) | — | — | vendida |
| eBay Inc US:EBAY | 0 (era 2 602) | — | — | vendida |
| iShares Yield Optimized Bond… US:BYLD · ETF | 0 (era 9 644) | — | — | vendida |
| STRYKER CORP US:SYK | 0 (era 14 917) | — | — | vendida |
| Apple Inc. US:AAPL | 0 (era 120 688) | — | — | vendida |
| The Home Depot Inc US:HD | 0 (era 21 917) | — | — | vendida |
| Inspire Small/Mid Cap Impact… US:ISMD · ETF | 0 (era 14 331) | — | — | vendida |
| Vanguard Extended Market Ind… US:VXF · ETF | 0 (era 84 141) | — | — | vendida |
| The Coca-Cola Company US:KO | 0 (era 44 966) | — | — | vendida |
| iShares Russell 1000 ETF US:IWB · ETF | 0 (era 123 959) | — | — | vendida |
| Salesforce.com Inc US:CRM | 0 (era 5 065) | — | — | vendida |
| First Trust Value Line® Divi… US:FVD · ETF | 0 (era 12 017) | — | — | vendida |
| Lloyds Banking Group plc US:LYG | 0 (era 27 462) | — | — | vendida |
| U.S. Bancorp US:USB | 0 (era 6 284) | — | — | vendida |
| BERKSHIRE HATHAWAY INC US:BRK-A | 0 (era 10 929) | — | — | vendida |
| Invesco KBW Bank ETF US:KBWB · ETF | 0 (era 16 109) | — | — | vendida |
| Pfizer Inc US:PFE | 0 (era 16 556) | — | — | vendida |
| WELLS FARGO & COMPANY/MN US:WFC | 0 (era 11 172) | — | — | vendida |
| Devon Energy Corporation US:DVN | 0 (era 4 376) | — | — | vendida |
| iShares 1-5 Year Investment… US:IGSB · ETF | 0 (era 17 600) | — | — | vendida |
| Technology Select Sector SPD… US:XLK · ETF | 0 (era 27 838) | — | — | vendida |
| Alphabet Inc. US:GOOGL | 0 (era 48 045) | — | — | vendida |
| GE Aerospace US:GE | 0 (era 3 736) | — | — | vendida |
| Micron Technology Inc US:MU | 0 (era 4 534) | — | — | vendida |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 0 (era 1 127 898) | — | — | vendida |
| CVS Health Corp US:CVS | 0 (era 3 000) | — | — | vendida |
| iShares iBoxx $ Investment G… US:LQD · ETF | 0 (era 24 968) | — | — | vendida |
| Rollins Inc US:ROL | 0 (era 4 951) | — | — | vendida |
| EATON CORP PLC CUSIP G29183103 | 0 (era 1 650) | — | — | vendida |
| Ecolab Inc US:ECL | 0 (era 1 613) | — | — | vendida |
| EMCOR Group Inc US:EME | 0 (era 281) | — | — | vendida |
| iShares Edge MSCI Intl Value… US:IVLU · ETF | 0 (era 37 636) | — | — | vendida |
| Sumitomo Mitsui Financial Gr… US:SMFG | 0 (era 10 260) | — | — | vendida |
| Applied Materials Inc US:AMAT | 0 (era 4 420) | — | — | vendida |
| Honeywell International Inc US:HON | 0 (era 2 861) | — | — | vendida |
| Inspire Global Hope ETF US:BLES · ETF | 0 (era 32 485) | — | — | vendida |
| Vanguard Growth Index Fund E… US:VUG · ETF | 0 (era 8 399) | — | — | vendida |
| Colgate-Palmolive Company US:CL | 0 (era 5 564) | — | — | vendida |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (era 5 918) | — | — | vendida |
| Sandisk Corp US:SNDK | 0 (era 495) | — | — | vendida |
| First Trust Mid Cap Value Al… US:FNK · ETF | 0 (era 11 847) | — | — | vendida |
| Lockheed Martin Corporation US:LMT | 0 (era 1 461) | — | — | vendida |
| Uber Technologies Inc US:UBER | 0 (era 14 452) | — | — | vendida |
| Bitwise Bitcoin ETF US:BITB · ETF | 0 (era 26 415) | — | — | vendida |
| Invesco BulletShares 2030 Co… US:BSCU · ETF | 0 (era 49 027) | — | — | vendida |
| Philip Morris International… US:PM | 0 (era 6 910) | — | — | vendida |
| Welltower Inc US:WELL | 0 (era 2 816) | — | — | vendida |
| Diamondback Energy Inc US:FANG | 0 (era 1 100) | — | — | vendida |
| iShares 10-20 Year Treasury… US:TLH · ETF | 0 (era 142 427) | — | — | vendida |
| Communication Services Selec… US:XLC · ETF | 0 (era 9 885) | — | — | vendida |
| Altria Group US:MO | 0 (era 5 297) | — | — | vendida |
| General Motors Company US:GM | 0 (era 4 502) | — | — | vendida |
| Middleby Corp US:MIDD | 0 (era 3 007) | — | — | vendida |
| Vanguard Ultra-Short Bond ET… US:VUSB · ETF | 0 (era 8 359) | — | — | vendida |
| Cadence Design Systems Inc US:CDNS | 0 (era 979) | — | — | vendida |
| iShares S&P 500 Growth ETF US:IVW · ETF | 0 (era 6 105) | — | — | vendida |
| Roper Technologies Inc US:ROP | 0 (era 8 847) | — | — | vendida |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 0 (era 2 193) | — | — | vendida |
| LINDE PLC CUSIP G54950103 | 0 (era 7 812) | — | — | vendida |
| Emerson Electric Company US:EMR | 0 (era 3 072) | — | — | vendida |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 0 (era 7 258) | — | — | vendida |
| The TJX Companies Inc US:TJX | 0 (era 3 929) | — | — | vendida |
| Applovin Corp US:APP | 0 (era 528) | — | — | vendida |
| Howmet Aerospace Inc US:HWM | 0 (era 1 304) | — | — | vendida |
| Northrop Grumman Corporation US:NOC | 0 (era 1 172) | — | — | vendida |
| Vanguard Value Index Fund ET… US:VTV · ETF | 0 (era 12 923) | — | — | vendida |
| Comcast Corporation US:CMCSA | 0 (era 12 899) | — | — | vendida |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 0 (era 10 638) | — | — | vendida |
| SCHWAB CHARLES CORP US:SCHW | 0 (era 5 177) | — | — | vendida |
| First Trust Senior Loan Fund US:FTSL · ETF | 0 (era 4 899) | — | — | vendida |
| Lowe's Companies Inc US:LOW | 0 (era 10 446) | — | — | vendida |
| Ulta Beauty Inc US:ULTA | 0 (era 752) | — | — | vendida |
| Bitwise XRP ETF US:XRP · ETF | 0 (era 17 399) | — | — | vendida |
| Invesco BulletShares 2028 Co… US:BSCS · ETF | 0 (era 34 695) | — | — | vendida |
| Phillips 66 US:PSX | 0 (era 3 694) | — | — | vendida |
| Williams Companies Inc US:WMB | 0 (era 13 017) | — | — | vendida |
| Digital Realty Trust Inc US:DLR | 0 (era 1 144) | — | — | vendida |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 0 (era 82 863) | — | — | vendida |
| The Real Estate Select Secto… US:XLRE · ETF | 0 (era 6 077) | — | — | vendida |
| Amazon.com, Inc. US:AMZN | 0 (era 95 386) | — | — | vendida |
| Gilead Sciences Inc US:GILD | 0 (era 6 604) | — | — | vendida |
| Mizuho Financial Group Inc. US:MFG | 0 (era 21 979) | — | — | vendida |
| Vanguard Total World Stock I… US:VT · ETF | 0 (era 8 721) | — | — | vendida |
| Canadian Pacific Kansas City… US:CP | 0 (era 4 641) | — | — | vendida |
| iShares S&P 500 Value ETF US:IVE · ETF | 0 (era 2 926) | — | — | vendida |
| Ross Stores Inc US:ROST | 0 (era 2 856) | — | — | vendida |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (era 3 499) | — | — | vendida |
| Enbridge Inc US:ENB | 0 (era 4 458) | — | — | vendida |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 0 (era 39 154) | — | — | vendida |
| T-Mobile US Inc US:TMUS | 0 (era 1 114) | — | — | vendida |
| Archer Aviation Inc. US:ACHR | 0 (era 23 600) | — | — | vendida |
| Hycroft Mining Holding Corpo… US:HYMC | 0 (era 17 521) | — | — | vendida |
| Novartis AG US:NVS | 0 (era 6 015) | — | — | vendida |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 0 (era 5 874) | — | — | vendida |
| ConocoPhillips US:COP | 0 (era 6 574) | — | — | vendida |
| iShares U.S. Real Estate ETF US:IYR · ETF | 0 (era 11 810) | — | — | vendida |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 0 (era 15 388) | — | — | vendida |
| AB International Low Volatil… US:ILOW · ETF | 0 (era 13 849) | — | — | vendida |
| First Trust RBA American Ind… US:AIRR · ETF | 0 (era 1 987) | — | — | vendida |
| MSCI Inc US:MSCI | 0 (era 461) | — | — | vendida |
| Union Pacific Corporation US:UNP | 0 (era 3 114) | — | — | vendida |
| Bitwise Crypto Industry Inno… US:BITQ · ETF | 0 (era 15 120) | — | — | vendida |
| Invesco BulletShares 2027 Co… US:BSCR · ETF | 0 (era 65 633) | — | — | vendida |
| PDD Holdings Inc. US:PDD | 0 (era 3 364) | — | — | vendida |
| Williams-Sonoma Inc US:WSM | 0 (era 1 946) | — | — | vendida |
| Dimensional US Core Equity M… US:DFAU · ETF | 0 (era 37 449) | — | — | vendida |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 0 (era 8 487) | — | — | vendida |
| Utilities Select Sector SPDR… US:XLU · ETF | 0 (era 23 830) | — | — | vendida |
| American Century ETF Trust -… US:AVLV · ETF | 0 (era 3 530) | — | — | vendida |
| Global X Data Center & Digit… US:DTCR · ETF | 0 (era 26 336) | — | — | vendida |
| Monolithic Power Systems Inc US:MPWR | 0 (era 243) | — | — | vendida |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 0 (era 28 222) | — | — | vendida |
| Capital One Financial Corpor… US:COF | 0 (era 1 831) | — | — | vendida |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 0 (era 22 834) | — | — | vendida |
| Royal Bank of Canada US:RY | 0 (era 1 310) | — | — | vendida |
| Shell PLC US:SHEL | 0 (era 2 339) | — | — | vendida |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 0 (era 668) | — | — | vendida |
| Entergy Corporation US:ETR | 0 (era 7 684) | — | — | vendida |
| iShares® ESG Advanced MSCI U… US:USXF · ETF | 0 (era 5 466) | — | — | vendida |
| Taiwan Semiconductor Manufac… US:TSM | 0 (era 3 159) | — | — | vendida |
| Arista Networks US:ANET | 0 (era 14 850) | — | — | vendida |
| IDEXX Laboratories Inc US:IDXX | 0 (era 410) | — | — | vendida |
| NVIDIA Corporation US:NVDA | 0 (era 146 676) | — | — | vendida |
| Vanguard Total Stock Market… US:VTI · ETF | 0 (era 14 667) | — | — | vendida |
| Consolidated Edison Inc US:ED | 0 (era 2 468) | — | — | vendida |
| iShares U.S. Healthcare ETF US:IYH · ETF | 0 (era 4 147) | — | — | vendida |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 0 (era 43 673) | — | — | vendida |
| AFLAC INC US:AFL | 0 (era 7 057) | — | — | vendida |
| First Trust Dorsey Wright DA… US:DALI · ETF | 0 (era 16 266) | — | — | vendida |
| Marathon Petroleum Corp US:MPC | 0 (era 2 185) | — | — | vendida |
| United Community Banks, Inc. US:UCB | 0 (era 13 802) | — | — | vendida |
| Bitwise Solana Staking ETF US:BSOL · ETF | 0 (era 25 695) | — | — | vendida |
| Invesco BulletShares 2026 Co… US:BSCQ · ETF | 0 (era 137 359) | — | — | vendida |
| Procter & Gamble Company US:PG | 0 (era 11 668) | — | — | vendida |
| WisdomTree U.S. MidCap Divid… US:DON · ETF | 0 (era 13 940) | — | — | vendida |
| Dimensional International Co… US:DFAI · ETF | 0 (era 36 257) | — | — | vendida |
| iShares U.S. Aerospace & Def… US:ITA · ETF | 0 (era 12 287) | — | — | vendida |
| Serina Therapeutics Inc US:SER | 0 (era 21 508) | — | — | vendida |
| Avantis International Large… US:AVIV · ETF | 0 (era 9 107) | — | — | vendida |
| Global X Artificial Intellig… US:AIQ · ETF | 0 (era 17 567) | — | — | vendida |
| Monster Beverage Corp US:MNST | 0 (era 4 540) | — | — | vendida |
| Vanguard FTSE Pacific Index… US:VPL · ETF | 0 (era 23 389) | — | — | vendida |
| Carvana Co US:CVNA | 0 (era 791) | — | — | vendida |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 0 (era 289 749) | — | — | vendida |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 0 (era 54 790) | — | — | vendida |
| S&P Global Inc US:SPGI | 0 (era 6 681) | — | — | vendida |
| TE CONNECTIVITY PLC CUSIP G87052109 | 0 (era 1 715) | — | — | vendida |
| Equinix Inc US:EQIX | 0 (era 236) | — | — | vendida |
| iShares Ethereum Trust ETF US:ETHA · ETF | 0 (era 20 000) | — | — | vendida |
| Tapestry Inc US:TPR | 0 (era 1 575) | — | — | vendida |
| Autodesk Inc US:ADSK | 0 (era 1 730) | — | — | vendida |
| Illinois Tool Works Inc US:ITW | 0 (era 13 924) | — | — | vendida |
| O’Reilly Automotive Inc US:ORLY | 0 (era 3 357) | — | — | vendida |
| Venu Holding Corp US:VENU | 0 (era 18 656) | — | — | vendida |
| Elevation Series Trust US:SOVF · ETF | 0 (era 63 609) | — | — | vendida |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 0 (era 76 511) | — | — | vendida |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 0 (era 50 886) | — | — | vendida |
| AMC Entertainment Holdings,… US:AMC | 0 (era 40 234) | — | — | vendida |
| FT Cboe Vest U.S. Equity Enh… US:XJUL · ETF | 0 (era 9 636) | — | — | vendida |
| Marsh & McLennan Companies,… US:MRSH | 0 (era 1 556) | — | — | vendida |
| United Parcel Service Inc US:UPS | 0 (era 2 458) | — | — | vendida |
| Bitwise Ethereum ETF US:ETHW · ETF | 0 (era 37 659) | — | — | vendida |
| Invesco Exchange-Traded Self… US:BSJU · ETF | 0 (era 25 352) | — | — | vendida |
| Progressive Corp US:PGR | 0 (era 1 913) | — | — | vendida |
| SPDR® Gold MiniShares® US:GLDM · ETF | 0 (era 2 726) | — | — | vendida |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 0 (era 10 169) | — | — | vendida |
| iShares MSCI EAFE Value ETF US:EFV · ETF | 0 (era 24 309) | — | — | vendida |
| ServiceNow Inc US:NOW | 0 (era 3 634) | — | — | vendida |
| Avantis Core Fixed Income ET… US:AVIG · ETF | 0 (era 4 863) | — | — | vendida |
| Global X Lithium & Battery T… US:LIT · ETF | 0 (era 3 421) | — | — | vendida |
| MORGAN STANLEY US:MS | 0 (era 5 341) | — | — | vendida |
| Vanguard Financials Index Fu… US:VFH · ETF | 0 (era 3 996) | — | — | vendida |
| Caseys General Stores Inc US:CASY | 0 (era 3 014) | — | — | vendida |
| Caterpillar Inc US:CAT | 0 (era 3 531) | — | — | vendida |
| iShares MSCI EAFE ETF US:EFA · ETF | 0 (era 395 567) | — | — | vendida |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 0 (era 78 628) | — | — | vendida |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 0 (era 1 659) | — | — | vendida |
| Exelon Corporation US:EXC | 0 (era 4 890) | — | — | vendida |
| JPMorgan Chase & Co. US:JPM | 0 (era 17 412) | — | — | vendida |
| Target Corporation US:TGT | 0 (era 1 968) | — | — | vendida |
| Automatic Data Processing In… US:ADP | 0 (era 13 405) | — | — | vendida |
| Independence Realty Trust, I… US:IRT | 0 (era 17 232) | — | — | vendida |
| Old Dominion Freight Line, I… US:ODFL | 0 (era 2 190) | — | — | vendida |
| Verizon Communications Inc US:VZ | 0 (era 21 745) | — | — | vendida |
| Constellation Energy Corp US:CEG | 0 (era 1 562) | — | — | vendida |
| iShares Short-Term National… US:SUB · ETF | 0 (era 2 049) | — | — | vendida |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 0 (era 20 624) | — | — | vendida |
| AT&T Inc. US:T | 0 (era 43 578) | — | — | vendida |
| FT Cboe Vest U.S. Equity Buf… US:FFEB · ETF | 0 (era 4 345) | — | — | vendida |
| Marvell Technology, Inc. US:MRVL | 0 (era 2 394) | — | — | vendida |
| United Rentals Inc US:URI | 0 (era 1 495) | — | — | vendida |
| BlackRock AAA CLO ETF US:CLOA · ETF | 0 (era 158 488) | — | — | vendida |
| iShares Gold Trust US:IAU · ETF | 0 (era 14 233) | — | — | vendida |
| Prologis Inc US:PLD | 0 (era 2 564) | — | — | vendida |
| Yum! Brands Inc US:YUM | 0 (era 1 382) | — | — | vendida |
| Dimensional ETF Trust - Dime… US:DFLV · ETF | 0 (era 12 382) | — | — | vendida |
| iShares MSCI EAFE Growth ETF US:EFG · ETF | 0 (era 17 522) | — | — | vendida |
| ServisFirst Bancshares Inc US:SFBS | 0 (era 15 375) | — | — | vendida |
| Avantis® International Small… US:AVDV · ETF | 0 (era 3 106) | — | — | vendida |
| Global X Defense Tech ETF US:SHLD · ETF | 0 (era 2 852) | — | — | vendida |
| Motorola Solutions Inc US:MSI | 0 (era 8 154) | — | — | vendida |
| Vanguard Information Technol… US:VGT · ETF | 0 (era 994) | — | — | vendida |
| Central Bancompany, Inc. Cla… US:CBC | 0 (era 8 373) | — | — | vendida |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 0 (era 6 835) | — | — | vendida |
| SPDR® Gold Shares US:GLD · ETF | 0 (era 89 382) | — | — | vendida |
| CHUBB LTD SWITZ CUSIP H1467J104 | 0 (era 2 957) | — | — | vendida |
| Expeditors International of… US:EXPD | 0 (era 23 225) | — | — | vendida |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 0 (era 16 892) | — | — | vendida |
| Targa Resources Inc US:TRGP | 0 (era 1 308) | — | — | vendida |
| AutoZone Inc US:AZO | 0 (era 367) | — | — | vendida |
| ING Groep N.V. US:ING | 0 (era 7 817) | — | — | vendida |
| Omnicom Group Inc US:OMC | 0 (era 3 778) | — | — | vendida |
| Vertex Pharmaceuticals Inc US:VRTX | 0 (era 947) | — | — | vendida |
| Corning Incorporated US:GLW | 0 (era 1 798) | — | — | vendida |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 0 (era 31 786) | — | — | vendida |
| Schwab Fundamental Internati… US:FNDC · ETF | 0 (era 8 052) | — | — | vendida |
| ABBOTT LABORATORIES US:ABT | 0 (era 6 333) | — | — | vendida |
| First Trust TCW Unconstraine… US:UCON · ETF | 0 (era 217 171) | — | — | vendida |
| MASIMO CORP CUSIP 574795100 | 0 (era 1 228) | — | — | vendida |
| United States Oil Fund, LP US:USO · ETF | 0 (era 7 246) | — | — | vendida |
| Blackstone Inc. US:BX | 0 (era 2 610) | — | — | vendida |
| iShares MSCI Brazil ETF US:EWZ · ETF | 0 (era 8 590) | — | — | vendida |
| QUALCOMM INC/DE US:QCOM | 0 (era 27 559) | — | — | vendida |
| Zebra Technologies Corporati… US:ZBRA | 0 (era 1 038) | — | — | vendida |
| DFA Investment Dimensions Gr… US:DFAC · ETF | 0 (era 25 513) | — | — | vendida |
| iShares Russell Top 200 Grow… US:IWY · ETF | 0 (era 12 599) | — | — | vendida |
| Sherwin-Williams Co US:SHW | 0 (era 10 349) | — | — | vendida |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 0 (era 5 458) | — | — | vendida |
| Goldman Sachs Group Inc US:GS | 0 (era 928) | — | — | vendida |
| National Grid plc US:NGG | 0 (era 2 945) | — | — | vendida |
| Vanguard Communication Servi… US:VOX · ETF | 0 (era 3 328) | — | — | vendida |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 0 (era 19 161) | — | — | vendida |
| Cheniere Energy Inc US:LNG | 0 (era 1 101) | — | — | vendida |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 0 (era 6 327) | — | — | vendida |
| SPDR® S&P International Smal… US:GWX · ETF | 0 (era 5 212) | — | — | vendida |
| CHECK POINT SOFTWARE TECH LT CUSIP M22465104 | 0 (era 19 045) | — | — | vendida |
| Exxon Mobil Corporation US:XOM | 0 (era 23 573) | — | — | vendida |
| Johnson & Johnson US:JNJ | 0 (era 25 357) | — | — | vendida |
| Tesla, Inc. US:TSLA | 0 (era 51 355) | — | — | vendida |
| Axon Enterprise Inc. US:AXON | 0 (era 599) | — | — | vendida |
| Intel Corporation US:INTC | 0 (era 8 863) | — | — | vendida |
| ONEOK INC US:OKE | 0 (era 3 416) | — | — | vendida |
| VictoryShares Small Cap Free… US:SFLO · ETF | 0 (era 11 982) | — | — | vendida |
| Costco Wholesale Corporation US:COST | 0 (era 1 910) | — | — | vendida |
| iShares MSCI ACWI ETF US:ACWI · ETF | 0 (era 36 550) | — | — | vendida |
| Schwab International Equity… US:SCHF · ETF | 0 (era 57 438) | — | — | vendida |
| AbbVie Inc US:ABBV | 0 (era 10 907) | — | — | vendida |
| First Trust Exchange Traded… US:XJUN · ETF | 0 (era 11 634) | — | — | vendida |
| Mastercard Inc US:MA | 0 (era 2 966) | — | — | vendida |
| UNITEDHEALTH GROUP INC US:UNH | 0 (era 2 804) | — | — | vendida |
| BlackRock Inc US:BLK | 0 (era 699) | — | — | vendida |
| iShares MSCI Global Min Vol… US:ACWV · ETF | 0 (era 2 356) | — | — | vendida |
| Quanta Services Inc US:PWR | 0 (era 1 130) | — | — | vendida |
| Zillow Group Inc Class C US:Z | 0 (era 6 921) | — | — | vendida |
| Dimensional Core Fixed Incom… US:DFCF · ETF | 0 (era 8 465) | — | — | vendida |
| iShares Silver Trust US:SLV · ETF | 0 (era 145 401) | — | — | vendida |
| Shopify Inc US:SHOP | 0 (era 2 957) | — | — | vendida |
| American Electric Power Co I… US:AEP | 0 (era 3 481) | — | — | vendida |
| Golub Capital BDC Inc US:GBDC | 0 (era 17 236) | — | — | vendida |
| Netflix Inc US:NFLX | 0 (era 648 133) | — | — | vendida |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 0 (era 9 768) | — | — | vendida |
| Chevron Corp US:CVX | 0 (era 8 543) | — | — | vendida |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 0 (era 5 913) | — | — | vendida |
| State Street SPDR Portfolio… US:SPDW · ETF | 0 (era 9 684) | — | — | vendida |
| ICL GROUP LTD CUSIP M53213100 | 0 (era 10 560) | — | — | vendida |
| Meta Platforms, Inc. US:META | 0 (era 11 011) | — | — | vendida |
| KLA Corporation US:KLAC | 0 (era 525) | — | — | vendida |
| Texas Instruments Incorporat… US:TXN | 0 (era 3 807) | — | — | vendida |
| Axos Financial Inc US:AX | 0 (era 11 397) | — | — | vendida |
| Intercontinental Exchange In… US:ICE | 0 (era 22 799) | — | — | vendida |
| Oracle Corporation US:ORCL | 0 (era 9 268) | — | — | vendida |
| VictoryShares Free Cash Flow… US:VFLO · ETF | 0 (era 42 599) | — | — | vendida |
| CrowdStrike Holdings, Inc. US:CRWD | 0 (era 719) | — | — | vendida |
| iShares MSCI EAFE Small-Cap… US:SCZ · ETF | 0 (era 19 293) | — | — | vendida |
| Materials Select Sector SPDR… US:XLB · ETF | 0 (era 16 412) | — | — | vendida |
| abrdn Physical Platinum Shar… US:PPLT · ETF | 0 (era 5 127) | — | — | vendida |
| First Trust SMID Cap Rising… US:SDVY · ETF | 0 (era 55 393) | — | — | vendida |
| McDonald’s Corporation US:MCD | 0 (era 7 242) | — | — | vendida |
| Unum Group US:UNM | 0 (era 10 959) | — | — | vendida |
| The Boeing Company US:BA | 0 (era 3 382) | — | — | vendida |
| iShares MSCI Switzerland ETF US:EWL · ETF | 0 (era 10 646) | — | — | vendida |
| RTX Corporation US:RTX | 0 (era 11 740) | — | — | vendida |
| Zillow Group Inc Class C US:Z | 0 (era 12 930) | — | — | vendida |
| Walt Disney Co US:DIS | 0 (era 24 917) | — | — | vendida |
| iShares U.S. Treasury Bond E… US:GOVT · ETF | 0 (era 73 631) | — | — | vendida |
| Simon Property Group Inc US:SPG | 0 (era 1 084) | — | — | vendida |
| American Express Company US:AXP | 0 (era 1 975) | — | — | vendida |
| Grayscale Ethereum Trust (ET… US:ETHE · ETF | 0 (era 18 942) | — | — | vendida |
| Newmont Goldcorp Corp US:NEM | 0 (era 11 170) | — | — | vendida |
| Nextera Energy Inc US:NEE | 0 (era 12 047) | — | — | vendida |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 0 (era 6 060) | — | — | vendida |
| Chipotle Mexican Grill Inc US:CMG | 0 (era 13 661) | — | — | vendida |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 0 (era 48 402) | — | — | vendida |
| SPDR® Bloomberg Convertible… US:CWB · ETF | 0 (era 2 213) | — | — | vendida |
| ASML HLDG NV CUSIP N07059210 | 0 (era 707) | — | — | vendida |
| Fastenal Company US:FAST | 0 (era 82 297) | — | — | vendida |
| Kenvue Inc. US:KVUE | 0 (era 13 063) | — | — | vendida |
| Thermo Fisher Scientific Inc US:TMO | 0 (era 7 706) | — | — | vendida |
| BAIDU INC US:BIDU | 0 (era 5 215) | — | — | vendida |
| International Business Machi… US:IBM | 0 (era 14 873) | — | — | vendida |
| PNC Financial Services Group… US:PNC | 0 (era 1 034) | — | — | vendida |
| Visa Inc. Class A US:V | 0 (era 21 001) | — | — | vendida |
| Cummins Inc US:CMI | 0 (era 1 229) | — | — | vendida |
| iShares Morningstar Mid-Cap… US:IMCG · ETF | 0 (era 3 044) | — | — | vendida |
| Health Care Select Sector SP… US:XLV · ETF | 0 (era 2 886) | — | — | vendida |
| Adobe Systems Incorporated US:ADBE | 0 (era 1 339) | — | — | vendida |
| flyExclusive, Inc. US:FLYX | 0 (era 18 474) | — | — | vendida |
| McKesson Corporation US:MCK | 0 (era 633) | — | — | vendida |
| Valero Energy Corporation US:VLO | 0 (era 1 015) | — | — | vendida |
| Booking Holdings Inc US:BKNG | 0 (era 3 085) | — | — | vendida |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 0 (era 17 621) | — | — | vendida |
| Realty Income Corporation US:O | 0 (era 3 664) | — | — | vendida |
| Zoetis Inc US:ZTS | 0 (era 2 622) | — | — | vendida |
| Dollar General Corporation US:DG | 0 (era 3 306) | — | — | vendida |
| iShares MSCI India ETF US:INDA · ETF | 0 (era 9 763) | — | — | vendida |
| Simplify MBS ETF US:MTBA · ETF | 0 (era 38 370) | — | — | vendida |
| American Tower Corp US:AMT | 0 (era 2 200) | — | — | vendida |
| Guardant Health Inc US:GH | 0 (era 2 288) | — | — | vendida |
En las empresas de nuestra base de datos 1
| Empresa | Participación | Acciones | Fecha del informe |
|---|---|---|---|
| Serina Therapeutics Inc | 0.08% | 21 508 | 2026-06-30 |
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