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Empower Advisory Group, LLC
gestore patrimoniale · portafoglio $41.9 Mld · 533 posizioni · report al 30.06.2026
Posizioni azionarie report per 30.06.2026, depositato il 12.08.2026; variazione — rispetto al 31.03.2026 · 555
| Società | Azioni | Valore | % del portafoglio | Variazione trimestrale |
|---|---|---|---|---|
| Schwab International Equity… US:SCHF | 182 562 625 | $5.06 Mld | 12.06% | −3 132 744 |
| iShares Russell 2000 ETF US:IWM | 7 928 734 | $2.38 Mld | 5.68% | −662 017 |
| Vanguard FTSE Emerging Marke… US:VWO | 35 767 193 | $2.13 Mld | 5.09% | +233 070 |
| Vanguard Short-Term Bond Ind… US:BSV | 24 303 617 | $1.89 Mld | 4.52% | +1 758 147 |
| Vanguard Real Estate Index F… US:VNQ | 17 590 235 | $1.70 Mld | 4.05% | +711 156 |
| Vanguard Intermediate-Term T… US:VGIT | 25 562 812 | $1.51 Mld | 3.60% | +1 964 633 |
| Schwab U.S. TIPS ETF US:SCHP | 56 682 533 | $1.50 Mld | 3.58% | +3 555 040 |
| Schwab U.S. Small-Cap ETF US:SCHA | 37 697 754 | $1.36 Mld | 3.25% | +794 004 |
| iShares Broad USD Investment… US:USIG | 21 938 094 | $1.13 Mld | 2.68% | +1 588 151 |
| Vanguard Long-Term Treasury… US:VGLT | 16 920 030 | $934 Mln | 2.23% | +1 375 874 |
| Vanguard FTSE All-World ex-U… US:VSS | 5 041 385 | $778 Mln | 1.86% | +42 732 |
| Vanguard Global ex-U.S. Real… US:VNQI | 15 483 969 | $694 Mln | 1.66% | +911 504 |
| SPDR® Bloomberg Emerging Mar… US:EBND | 29 889 679 | $625 Mln | 1.49% | +2 240 553 |
| Apple Inc. US:AAPL | 2 096 561 | $607 Mln | 1.45% | −6 431 |
| NVIDIA Corporation US:NVDA | 2 832 261 | $567 Mln | 1.35% | −56 433 |
| iShares ESG Aware MSCI EAFE… US:ESGD | 5 431 650 | $558 Mln | 1.33% | −42 377 |
| iShares 0-5 Year High Yield… US:SHYG | 13 050 164 | $553 Mln | 1.32% | +955 664 |
| SPDR® Gold MiniShares® US:GLDM | 6 581 765 | $523 Mln | 1.25% | +630 753 |
| Invesco Optimum Yield Divers… US:PDBC | 32 745 235 | $520 Mln | 1.24% | −1 756 348 |
| Vanguard Total Stock Market… US:VTI | 1 378 311 | $510 Mln | 1.22% | +77 008 |
| Amazon.com, Inc. US:AMZN | 2 139 156 | $510 Mln | 1.22% | +10 359 |
| Alphabet Inc. US:GOOG | 1 429 431 | $505 Mln | 1.20% | +1 268 |
| Vanguard Total International… US:BNDX | 9 884 431 | $479 Mln | 1.14% | +1 115 273 |
| Microsoft Corporation US:MSFT | 1 174 622 | $438 Mln | 1.05% | +53 823 |
| iShares Gold Trust US:IAU | 5 237 754 | $396 Mln | 0.94% | −166 406 |
| Meta Platforms, Inc. US:META | 608 286 | $343 Mln | 0.82% | +48 814 |
| Eli Lilly and Company US:LLY | 268 075 | $322 Mln | 0.77% | +8 303 |
| Walmart Inc. US:WMT | 2 678 512 | $303 Mln | 0.72% | +11 400 |
| JPMorgan Chase & Co. US:JPM | 884 396 | $289 Mln | 0.69% | +17 506 |
| Tesla, Inc. US:TSLA | 687 262 | $289 Mln | 0.69% | +25 705 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 553 421 | $277 Mln | 0.66% | +19 951 |
| iShares ESG Aware MSCI EM ET… US:ESGE | 4 655 004 | $255 Mln | 0.61% | −568 145 |
| ExxonMobil Holdings Corp US:XOM | 1 778 973 | $243 Mln | 0.58% | +24 132 |
| Johnson & Johnson US:JNJ | 905 317 | $230 Mln | 0.55% | +7 799 |
| Mastercard Inc US:MA | 439 850 | $226 Mln | 0.54% | +35 767 |
| UNITEDHEALTH GROUP INC US:UNH | 501 433 | $208 Mln | 0.50% | +59 274 |
| Nextera Energy Inc US:NEE | 2 148 375 | $189 Mln | 0.45% | +39 895 |
| LINDE PLC CUSIP G54950103 | 351 687 | $183 Mln | 0.44% | +11 705 |
| Caterpillar Inc US:CAT | 171 332 | $182 Mln | 0.44% | −558 |
| COSTCO WHOLESALE CORP /NEW US:COST | 194 416 | $182 Mln | 0.43% | +4 885 |
| Duke Energy CORP US:DUK | 1 406 743 | $178 Mln | 0.42% | +47 977 |
| GE Aerospace US:GE | 475 630 | $178 Mln | 0.42% | +70 694 |
| iShares Russell 1000 ETF US:IWB | 430 492 | $176 Mln | 0.42% | −12 067 |
| Procter & Gamble Company US:PG | 1 147 249 | $168 Mln | 0.40% | +84 717 |
| Broadcom Inc. US:AVGO | 440 326 | $166 Mln | 0.40% | −2 086 |
| DoorDash, Inc. Class A Commo… US:DASH | 886 708 | $164 Mln | 0.39% | +379 096 |
| Southern Company US:SO | 1 634 931 | $156 Mln | 0.37% | +51 640 |
| Walt Disney Co US:DIS | 1 606 937 | $155 Mln | 0.37% | +78 095 |
| Nucor Corp US:NUE | 683 400 | $152 Mln | 0.36% | −5 436 |
| Invesco S&P 500® Equal Weigh… US:RSP | 709 955 | $151 Mln | 0.36% | +59 273 |
| Chevron Corp US:CVX | 893 452 | $148 Mln | 0.35% | +20 267 |
| The Home Depot Inc US:HD | 418 548 | $148 Mln | 0.35% | +37 659 |
| Ecolab Inc US:ECL | 502 698 | $140 Mln | 0.33% | −120 957 |
| Monster Beverage Corp US:MNST | 1 453 855 | $140 Mln | 0.33% | +15 670 |
| Netflix Inc US:NFLX | 1 924 471 | $137 Mln | 0.33% | +82 649 |
| Newmont Goldcorp Corp US:NEM | 1 452 242 | $136 Mln | 0.32% | −3 007 |
| SOUTHERN COPPER CORP/ US:SCCO | 761 440 | $133 Mln | 0.32% | +78 633 |
| Archer-Daniels-Midland Compa… US:ADM | 1 718 328 | $131 Mln | 0.31% | +12 602 |
| STARBUCKS CORP US:SBUX | 1 256 740 | $128 Mln | 0.31% | +21 151 |
| AbbVie Inc US:ABBV | 507 376 | $128 Mln | 0.30% | −7 218 |
| Amgen Inc US:AMGN | 349 667 | $127 Mln | 0.30% | +7 255 |
| United Parcel Service Inc US:UPS | 1 159 700 | $125 Mln | 0.30% | +12 065 |
| American Electric Power Co I… US:AEP | 883 476 | $121 Mln | 0.29% | +15 852 |
| The Coca-Cola Company US:KO | 1 483 851 | $121 Mln | 0.29% | +168 927 |
| DOLLAR TREE, INC. US:DLTR | 996 913 | $121 Mln | 0.29% | +29 764 |
| Air Products and Chemicals I… US:APD | 403 505 | $118 Mln | 0.28% | +15 321 |
| ConocoPhillips US:COP | 1 121 787 | $117 Mln | 0.28% | +239 491 |
| Pfizer Inc US:PFE | 4 830 581 | $116 Mln | 0.28% | −795 541 |
| Bank of America Corp US:BAC | 2 023 849 | $115 Mln | 0.28% | +20 229 |
| Waste Management Inc US:WM | 516 221 | $115 Mln | 0.27% | +20 240 |
| Constellation Energy Corp US:CEG | 456 220 | $113 Mln | 0.27% | +101 167 |
| Freeport-McMoran Copper & Go… US:FCX | 1 716 132 | $108 Mln | 0.26% | +35 611 |
| Progressive Corp US:PGR | 493 071 | $108 Mln | 0.26% | +54 102 |
| Sempra Energy US:SRE | 1 146 724 | $106 Mln | 0.25% | −74 348 |
| Illinois Tool Works Inc US:ITW | 391 313 | $106 Mln | 0.25% | +4 685 |
| State Street® SPDR® Portfoli… US:SPYM | 1 151 797 | $101 Mln | 0.24% | −907 842 |
| Goldman Sachs Group Inc US:GS | 99 927 | $101 Mln | 0.24% | +718 |
| Vulcan Materials Company US:VMC | 341 908 | $101 Mln | 0.24% | +40 672 |
| Valero Energy Corporation US:VLO | 383 974 | $100 Mln | 0.24% | −214 864 |
| Sherwin-Williams Co US:SHW | 289 805 | $99.8 Mln | 0.24% | +1 263 |
| PPL Corporation US:PPL | 2 727 832 | $99.2 Mln | 0.24% | +64 799 |
| L3Harris Technologies Inc US:LHX | 340 136 | $98.8 Mln | 0.24% | −57 258 |
| Fortinet, Inc. US:FTNT | 635 048 | $97.6 Mln | 0.23% | −385 290 |
| Verizon Communications Inc US:VZ | 2 286 352 | $96.8 Mln | 0.23% | +130 469 |
| Interactive Brokers Group In… US:IBKR | 1 111 873 | $96.8 Mln | 0.23% | +5 954 |
| SYSCO CORP US:SYY | 1 156 132 | $96.6 Mln | 0.23% | +26 566 |
| Pinnacle West Capital Corp US:PNW | 901 686 | $96.5 Mln | 0.23% | +14 077 |
| Chipotle Mexican Grill Inc US:CMG | 2 818 363 | $95.8 Mln | 0.23% | +519 946 |
| Target Corporation US:TGT | 728 102 | $95.1 Mln | 0.23% | +16 139 |
| RTX Corporation US:RTX | 497 192 | $94.3 Mln | 0.23% | +22 406 |
| Masco Corporation US:MAS | 1 159 225 | $94.3 Mln | 0.23% | +27 036 |
| Eversource Energy US:ES | 1 301 909 | $94.1 Mln | 0.22% | +25 828 |
| Evergy, Inc. US:EVRG | 1 082 040 | $93.5 Mln | 0.22% | +13 590 |
| El Paso Energy Capital Trust… US:KMI | 2 880 841 | $92.1 Mln | 0.22% | +37 614 |
| ABBOTT LABORATORIES US:ABT | 934 540 | $84.8 Mln | 0.20% | −13 585 |
| Comcast Holdings Corp US:CMCSA | 3 436 733 | $84.4 Mln | 0.20% | +209 034 |
| iShares ESG Aware MSCI USA E… US:ESGU | 510 183 | $83.5 Mln | 0.20% | +6 535 |
| The Boeing Company US:BA | 385 384 | $83.4 Mln | 0.20% | +27 725 |
| Vanguard Materials Index Fun… US:VAW | 363 505 | $83.2 Mln | 0.20% | +19 765 |
| PepsiCo Inc US:PEP | 612 908 | $83.0 Mln | 0.20% | +44 890 |
| Albemarle Corp US:ALB | 607 037 | $82.0 Mln | 0.20% | +7 583 |
| AT&T Inc. US:T | 3 949 912 | $81.8 Mln | 0.20% | −320 229 |
| Vanguard Utilities Index Fun… US:VPU | 412 786 | $80.8 Mln | 0.19% | +30 256 |
| Edwards Lifesciences Corp US:EW | 888 620 | $80.4 Mln | 0.19% | +21 901 |
| Snowflake Inc. US:SNOW | 311 068 | $79.2 Mln | 0.19% | +134 176 |
| KKR & Co. Inc. US:KKR | 856 367 | $78.6 Mln | 0.19% | +496 964 |
| Williams Companies Inc US:WMB | 1 040 559 | $77.4 Mln | 0.18% | +26 344 |
| T-Mobile US Inc US:TMUS | 449 288 | $75.4 Mln | 0.18% | +45 457 |
| Robinhood Markets, Inc. US:HOOD | 717 383 | $71.9 Mln | 0.17% | +331 452 |
| Essential Utilities Inc US:WTRG | 1 871 675 | $71.7 Mln | 0.17% | +63 036 |
| Baker Hughes Co US:BKR | 1 287 313 | $71.4 Mln | 0.17% | −947 418 |
| EOG RESOURCES INC US:EOG | 550 244 | $71.4 Mln | 0.17% | +26 156 |
| Eastman Chemical Company US:EMN | 1 033 523 | $69.2 Mln | 0.17% | +40 640 |
| Dow Inc US:DOW | 2 509 483 | $68.7 Mln | 0.16% | +43 478 |
| Exelon Corporation US:EXC | 1 472 084 | $68.6 Mln | 0.16% | nuova |
| The Kraft Heinz Company US:KHC | 2 765 990 | $65.3 Mln | 0.16% | +182 463 |
| Verisk Analytics Inc US:VRSK | 359 468 | $64.5 Mln | 0.15% | +56 130 |
| Schlumberger NV US:SLB | 1 354 163 | $63.0 Mln | 0.15% | +1 348 230 |
| Veeva Systems Inc Class A US:VEEV | 352 563 | $62.6 Mln | 0.15% | +82 002 |
| Kimberly-Clark Corporation US:KMB | 568 328 | $62.4 Mln | 0.15% | +81 780 |
| Salesforce.com Inc US:CRM | 392 690 | $61.5 Mln | 0.15% | +5 140 |
| Vanguard Consumer Staples In… US:VDC | 270 255 | $60.9 Mln | 0.15% | +30 103 |
| Honeywell International Inc US:HON | 257 110 | $57.6 Mln | 0.14% | nuova |
| Honeywell Aerospace Inc US:HONA | 257 110 | $56.8 Mln | 0.14% | nuova |
| Phillips 66 US:PSX | 335 903 | $56.8 Mln | 0.14% | +334 549 |
| Intuitive Surgical Inc US:ISRG | 142 685 | $56.7 Mln | 0.14% | +140 801 |
| Dupont De Nemours Inc US:DD | 406 010 | $55.1 Mln | 0.13% | nuova |
| iShares USD Green Bond ETF US:BGRN | 1 158 380 | $55.0 Mln | 0.13% | +57 405 |
| DraftKings Inc. US:DKNG | 2 159 587 | $54.6 Mln | 0.13% | +490 446 |
| Vistra Corp. US:VST | 322 533 | $51.2 Mln | 0.12% | −55 408 |
| Vanguard Communication Servi… US:VOX | 254 010 | $46.7 Mln | 0.11% | +14 712 |
| Nike Inc US:NKE | 1 134 635 | $46.6 Mln | 0.11% | +325 663 |
| STRYKER CORP US:SYK | 139 722 | $44.0 Mln | 0.10% | −25 179 |
| Granite Construction Incorpo… US:GVA | 255 568 | $40.4 Mln | 0.10% | +1 879 |
| Vanguard Energy Index Fund E… US:VDE | 251 027 | $37.7 Mln | 0.09% | −1 473 |
| Alphabet Inc. US:GOOGL | 81 026 | $29.0 Mln | 0.07% | −8 271 |
| Ormat Technologies Inc US:ORA | 234 142 | $25.5 Mln | 0.06% | +3 580 |
| BALCHEM CORP US:BCPC | 133 428 | $22.5 Mln | 0.05% | +4 251 |
| MERCK & CO INC US:MRK | 169 726 | $21.8 Mln | 0.05% | +1 116 |
| Vanguard Consumer Discretion… US:VCR | 53 858 | $21.4 Mln | 0.05% | +6 642 |
| The TJX Companies Inc US:TJX | 139 590 | $21.1 Mln | 0.05% | −1 617 |
| Palo Alto Networks Inc US:PANW | 61 291 | $20.9 Mln | 0.05% | +3 782 |
| Vanguard FTSE All-World ex-U… US:VEU | 231 183 | $19.4 Mln | 0.05% | −12 749 |
| Deere & Company US:DE | 28 250 | $17.9 Mln | 0.04% | −66 |
| GE Vernova LLC US:GEV | 15 183 | $17.8 Mln | 0.04% | +961 |
| Booking Holdings Inc US:BKNG | 98 531 | $17.6 Mln | 0.04% | +94 853 |
| Lowe's Companies Inc US:LOW | 77 820 | $17.2 Mln | 0.04% | +5 139 |
| iShares Core S&P Total U.S.… US:ITOT | 101 566 | $16.7 Mln | 0.04% | −11 445 |
| iShares Core S&P 500 ETF US:IVV | 22 022 | $16.5 Mln | 0.04% | +1 180 |
| Advanced Micro Devices Inc US:AMD | 28 007 | $16.3 Mln | 0.04% | −1 581 |
| MARRIOTT INTERNATIONAL INC /… US:MAR | 43 632 | $16.2 Mln | 0.04% | −645 |
| SCHWAB CHARLES CORP US:SCHW | 169 932 | $15.7 Mln | 0.04% | +6 089 |
| CITIGROUP INC US:C | 110 198 | $15.4 Mln | 0.04% | −171 |
| Vanguard FTSE Developed Mark… US:VEA | 211 941 | $15.1 Mln | 0.04% | +4 371 |
| Vanguard Industrials Index F… US:VIS | 41 122 | $14.8 Mln | 0.04% | +330 |
| Vanguard Health Care Index F… US:VHT | 47 734 | $14.3 Mln | 0.03% | +15 035 |
| Reliance Steel & Aluminum Co US:RS | 37 922 | $14.2 Mln | 0.03% | −443 |
| Invesco QQQ Trust US:QQQ | 18 613 | $13.7 Mln | 0.03% | −519 |
| Vanguard Tax-Exempt Bond Ind… US:VTEB | 267 479 | $13.5 Mln | 0.03% | −86 |
| Expeditors International of… US:EXPD | 82 050 | $13.4 Mln | 0.03% | −348 |
| State Street® SPDR® S&P 500®… US:SPY | 17 496 | $13.1 Mln | 0.03% | −4 079 |
| Schwab U.S. Broad Market ETF US:SCHB | 448 366 | $13.0 Mln | 0.03% | −2 612 |
| Colgate-Palmolive Company US:CL | 139 154 | $12.8 Mln | 0.03% | +314 |
| Vanguard S&P 500 ETF US:VOO | 18 560 | $12.7 Mln | 0.03% | +964 |
| Lockheed Martin Corporation US:LMT | 24 412 | $12.4 Mln | 0.03% | +3 136 |
| Xcel Energy Inc US:XEL | 148 951 | $12.0 Mln | 0.03% | +733 |
| Oracle Corporation US:ORCL | 79 403 | $11.6 Mln | 0.03% | +10 254 |
| Corning Incorporated US:GLW | 45 541 | $11.6 Mln | 0.03% | −4 689 |
| Public Service Enterprise Gr… US:PEG | 143 039 | $11.6 Mln | 0.03% | +3 433 |
| Consolidated Edison Inc US:ED | 104 002 | $11.5 Mln | 0.03% | +264 |
| Match Group Inc US:MTCH | 298 355 | $11.4 Mln | 0.03% | −1 917 248 |
| Applovin Corp US:APP | 21 551 | $11.1 Mln | 0.03% | +5 255 |
| Lam Research Corp US:LRCX | 25 040 | $10.9 Mln | 0.03% | −3 443 |
| Thermo Fisher Scientific Inc US:TMO | 21 311 | $10.7 Mln | 0.03% | +1 831 |
| PPG Industries Inc US:PPG | 87 989 | $10.7 Mln | 0.03% | +8 587 |
| WELLS FARGO & COMPANY/MN US:WFC | 125 884 | $10.4 Mln | 0.02% | +8 895 |
| Vanguard Small-Cap Index Fun… US:VB | 33 099 | $10.0 Mln | 0.02% | +321 |
| BlackRock Inc US:BLK | 10 340 | $9.94 Mln | 0.02% | +403 |
| American Water Works US:AWK | 74 592 | $9.81 Mln | 0.02% | +3 307 |
| Xylem Inc US:XYL | 82 041 | $9.70 Mln | 0.02% | −307 |
| Kroger Company US:KR | 169 408 | $9.41 Mln | 0.02% | +3 118 |
| General Mills Inc US:GIS | 257 667 | $8.97 Mln | 0.02% | +79 156 |
| MongoDB US:MDB | 26 341 | $8.85 Mln | 0.02% | +52 |
| Vanguard Information Technol… US:VGT | 66 649 | $7.97 Mln | 0.02% | +58 373 |
| Intel Corporation US:INTC | 52 261 | $7.30 Mln | 0.02% | −6 545 |
| iShares Core S&P Small-Cap E… US:IJR | 47 293 | $7.01 Mln | 0.02% | −4 005 |
| Vanguard Growth Index Fund E… US:VUG | 81 411 | $7.01 Mln | 0.02% | +68 410 |
| Visa Inc. Class A US:V | 17 593 | $6.04 Mln | 0.01% | +1 585 |
| Boston Scientific Corp US:BSX | 138 631 | $5.92 Mln | 0.01% | +83 428 |
| Cisco Systems Inc US:CSCO | 46 592 | $5.47 Mln | 0.01% | −3 958 |
| iShares Core U.S. Aggregate… US:AGG | 51 725 | $5.12 Mln | 0.01% | −2 731 |
| Cigna Corp US:CI | 16 958 | $4.67 Mln | 0.01% | +2 529 |
| Vanguard Mid-Cap Index Fund… US:VO | 57 594 | $4.64 Mln | 0.01% | +44 851 |
| Vanguard Value Index Fund ET… US:VTV | 19 645 | $4.28 Mln | 0.01% | +9 |
| SPDR® Portfolio Aggregate Bo… US:SPAB | 156 938 | $4.01 Mln | 0.01% | +53 141 |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 3 896 | $3.76 Mln | 0.01% | −2 |
| Applied Materials Inc US:AMAT | 5 135 | $3.71 Mln | 0.01% | +124 |
| Invesco PureBeta MSCI USA ET… US:PBUS | 48 305 | $3.62 Mln | 0.01% | −26 409 |
| Micron Technology Inc US:MU | 3 118 | $3.60 Mln | 0.01% | −746 |
| iShares Russell 1000 Growth… US:IWF | 28 846 | $3.58 Mln | 0.01% | +21 327 |
| Vanguard Dividend Appreciati… US:VIG | 15 023 | $3.55 Mln | 0.01% | +978 |
| Graco Inc US:GGG | 46 167 | $3.49 Mln | 0.01% | +27 409 |
| iShares Core MSCI EAFE ETF US:IEFA | 35 909 | $3.47 Mln | 0.01% | +1 764 |
| McDonald’s Corporation US:MCD | 12 334 | $3.33 Mln | 0.01% | −259 |
| American Express Company US:AXP | 9 685 | $3.28 Mln | 0.01% | −459 |
| International Business Machi… US:IBM | 11 569 | $3.25 Mln | 0.01% | +398 |
| KLA Corporation US:KLAC | 10 398 | $3.14 Mln | 0.01% | +9 359 |
| iShares Core MSCI Emerging M… US:IEMG | 37 593 | $3.11 Mln | 0.01% | +2 407 |
| SPDR® Gold Shares US:GLD | 8 029 | $2.96 Mln | 0.01% | +29 |
| Vanguard Extended Market Ind… US:VXF | 11 984 | $2.95 Mln | 0.01% | −750 |
| SPDR® Bloomberg 1-3 Month T-… US:BIL | 30 076 | $2.76 Mln | 0.01% | −2 325 |
| iShares California Muni Bond… US:CMF | 47 697 | $2.75 Mln | 0.01% | +9 163 |
| Dell Technologies Inc. US:DELL | 5 887 | $2.54 Mln | 0.01% | −279 |
| QUALCOMM INC/DE US:QCOM | 12 934 | $2.39 Mln | 0.01% | −2 588 |
| Technology Select Sector SPD… US:XLK | 12 243 | $2.33 Mln | 0.01% | −7 096 |
| CrowdStrike Holdings, Inc. US:CRWD | 2 938 | $2.24 Mln | 0.01% | −79 |
| iShares Core S&P Mid-Cap ETF US:IJH | 29 062 | $2.24 Mln | 0.01% | +1 758 |
| Vanguard Large-Cap Index Fun… US:VV | 6 511 | $2.24 Mln | 0.01% | +1 091 |
| Arista Networks US:ANET | 12 592 | $2.14 Mln | 0.01% | −197 |
| Vanguard Total International… US:VXUS | 24 787 | $2.12 Mln | 0.01% | −1 146 |
| Taiwan Semiconductor Manufac… US:TSM | 4 235 | $2.02 Mln | 0.00% | −154 |
| Texas Instruments Incorporat… US:TXN | 6 444 | $1.92 Mln | 0.00% | −96 |
| iShares S&P 500 Growth ETF US:IVW | 12 996 | $1.79 Mln | 0.00% | +1 093 |
| Autodesk Inc US:ADSK | 8 724 | $1.70 Mln | 0.00% | +614 |
| Intuit Inc US:INTU | 6 411 | $1.67 Mln | 0.00% | −486 |
| Palantir Technologies Inc. US:PLTR | 14 207 | $1.66 Mln | 0.00% | −980 |
| Shopify Inc US:SHOP | 14 068 | $1.61 Mln | 0.00% | −129 |
| Schwab Emerging Markets Equi… US:SCHE | 42 938 | $1.56 Mln | 0.00% | +485 |
| Sanmina Corporation US:SANM | 5 812 | $1.47 Mln | 0.00% | −226 |
| iShares Bitcoin Trust US:IBIT | 43 154 | $1.44 Mln | 0.00% | −2 376 |
| MORGAN STANLEY US:MS | 6 815 | $1.42 Mln | 0.00% | +405 |
| iShares MSCI Emerging Market… US:EMXC | 13 881 | $1.42 Mln | 0.00% | −3 087 |
| Automatic Data Processing In… US:ADP | 6 314 | $1.41 Mln | 0.00% | +95 |
| Parker-Hannifin Corporation US:PH | 1 429 | $1.40 Mln | 0.00% | +12 |
| Sandisk Corp US:SNDK | 613 | $1.39 Mln | 0.00% | −102 |
| Schwab U.S. REIT ETF US:SCHH | 58 330 | $1.38 Mln | 0.00% | −1 676 |
| Schwab U.S. Large-Cap ETF US:SCHX | 45 129 | $1.33 Mln | 0.00% | −4 604 |
| CVS Health Corp US:CVS | 12 482 | $1.29 Mln | 0.00% | +175 |
| Onto Innovation Inc US:ONTO | 3 402 | $1.29 Mln | 0.00% | −2 062 |
| iShares New York Muni Bond E… US:NYF | 23 186 | $1.25 Mln | 0.00% | +901 |
| Vanguard Small-Cap Value Ind… US:VBR | 4 956 | $1.20 Mln | 0.00% | −72 |
| Uber Technologies Inc US:UBER | 16 040 | $1.16 Mln | 0.00% | −1 804 |
| 3M Company US:MMM | 7 147 | $1.16 Mln | 0.00% | −245 |
| MercadoLibre Inc. US:MELI | 664 | $1.13 Mln | 0.00% | +40 |
| iShares MSCI EAFE ETF US:EFA | 10 681 | $1.11 Mln | 0.00% | −104 |
| Northrop Grumman Corporation US:NOC | 2 162 | $1.10 Mln | 0.00% | +1 070 |
| Schwab U.S. Dividend Equity… US:SCHD | 34 591 | $1.10 Mln | 0.00% | −5 138 |
| Capital One Financial Corpor… US:COF | 5 435 | $1.09 Mln | 0.00% | +59 |
| Bentley Systems Inc US:BSY | 35 849 | $1.07 Mln | 0.00% | nuova |
| First Trust Technology Alpha… US:FXL | 4 904 | $1.07 Mln | 0.00% | +2 889 |
| Cummins Inc US:CMI | 1 493 | $1.06 Mln | 0.00% | +183 |
| CSX Corporation US:CSX | 22 395 | $1.06 Mln | 0.00% | +4 596 |
| ASTRAZENECA PLC CUSIP G0593M107 | 5 682 | $1.06 Mln | 0.00% | −246 |
| WILLIS TOWERS WATSON PLC LTD CUSIP G96629103 | 3 932 | $1.03 Mln | 0.00% | −51 |
| Union Pacific Corporation US:UNP | 3 700 | $1.01 Mln | 0.00% | +452 |
| Anteris Technologies Global… US:AVR | 101 082 | $996 k | 0.00% | — |
| Elevance Health Inc US:ELV | 2 531 | $979 k | 0.00% | −191 |
| Southwest Airlines Company US:LUV | 18 767 | $965 k | 0.00% | +1 607 |
| The Travelers Companies Inc US:TRV | 2 871 | $948 k | 0.00% | +35 |
| ASML HLDG NV CUSIP N07059210 | 467 | $929 k | 0.00% | −60 |
| Xtrackers MSCI Europe Hedged… US:DBEU | 16 931 | $914 k | 0.00% | — |
| iShares MSCI USA Quality Fac… US:QUAL | 4 138 | $908 k | 0.00% | −40 |
| Schwab U.S. Aggregate Bond E… US:SCHZ | 39 228 | $907 k | 0.00% | — |
| Emerson Electric Company US:EMR | 6 303 | $902 k | 0.00% | −249 |
| Gilead Sciences Inc US:GILD | 7 129 | $901 k | 0.00% | +1 043 |
| Vanguard ESG International S… US:VSGX | 10 750 | $885 k | 0.00% | +4 174 |
| abrdn Physical Silver Shares… US:SIVR | 15 742 | $885 k | 0.00% | — |
| iShares ESG Aware MSCI USA S… US:ESML | 15 792 | $883 k | 0.00% | +85 |
| Vanguard ESG US Stock US:ESGV | 6 619 | $875 k | 0.00% | −437 |
| CACI International Inc US:CACI | 1 879 | $870 k | 0.00% | — |
| Health Care Select Sector SP… US:XLV | 5 450 | $865 k | 0.00% | −186 |
| iShares S&P 500 Value ETF US:IVE | 3 792 | $861 k | 0.00% | +1 260 |
| ProShares Ultra QQQ US:QLD | 8 696 | $841 k | 0.00% | — |
| Franklin International Core… US:DIVI | 19 522 | $834 k | 0.00% | — |
| Vanguard Mid-Cap Value Index… US:VOE | 4 156 | $821 k | 0.00% | +6 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 1 780 | $817 k | 0.00% | +25 |
| iShares Russell Mid-Cap ETF US:IWR | 7 356 | $811 k | 0.00% | −785 |
| iShares Core S&P U.S. Growth… US:IUSG | 4 265 | $802 k | 0.00% | −305 |
| Consumer Discretionary Selec… US:XLY | 6 822 | $800 k | 0.00% | +3 944 |
| ViaSat Inc US:VSAT | 8 782 | $789 k | 0.00% | — |
| Arthur J Gallagher & Co US:AJG | 3 405 | $782 k | 0.00% | +527 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 1 580 | $776 k | 0.00% | −12 |
| Norfolk Southern Corporation US:NSC | 2 459 | $774 k | 0.00% | +1 004 |
| Synopsys Inc US:SNPS | 1 716 | $765 k | 0.00% | nuova |
| Philip Morris International… US:PM | 4 219 | $763 k | 0.00% | −120 |
| W. R. Berkley Corp US:WRB | 10 815 | $763 k | 0.00% | +16 |
| State Street SPDR Portfolio… US:SPDW | 15 015 | $757 k | 0.00% | +5 533 |
| Regions Financial Corporatio… US:RF | 24 685 | $745 k | 0.00% | nuova |
| ROCKWELL AUTOMATION, INC US:ROK | 1 499 | $742 k | 0.00% | −25 |
| Dimensional U.S. Equity ETF US:DFUS | 8 887 | $728 k | 0.00% | +2 930 |
| Energy Select Sector SPDR® F… US:XLE | 13 694 | $727 k | 0.00% | −227 |
| Akre Focus ETF US:AKRE | 13 621 | $725 k | 0.00% | −6 900 |
| Industrial Select Sector SPD… US:XLI | 3 898 | $722 k | 0.00% | −586 |
| SP Funds Dow Jones Global Su… US:SPSK | 39 238 | $707 k | 0.00% | +1 041 |
| Schwab Intermediate-Term U.S… US:SCHR | 28 405 | $700 k | 0.00% | +1 844 |
| Qnity Electronics, Inc US:Q | 4 211 | $688 k | 0.00% | −719 |
| iShares U.S. Technology ETF US:IYW | 2 724 | $687 k | 0.00% | −1 622 |
| Cadence Design Systems Inc US:CDNS | 1 821 | $683 k | 0.00% | −456 |
| VanEck Semiconductor ETF US:SMH | 1 029 | $675 k | 0.00% | +265 |
| Twilio Inc US:TWLO | 3 253 | $671 k | 0.00% | −373 |
| Shell PLC US:SHEL | 8 638 | $670 k | 0.00% | +606 |
| iShares MSCI USA Momentum Fa… US:MTUM | 1 950 | $669 k | 0.00% | +145 |
| iShares Global Tech ETF US:IXN | 4 563 | $659 k | 0.00% | — |
| DFA Investment Dimensions Gr… US:DFAT | 9 421 | $659 k | 0.00% | −225 |
| Axon Enterprise Inc. US:AXON | 1 167 | $654 k | 0.00% | nuova |
| Coupang LLC US:CPNG | 37 515 | $652 k | 0.00% | — |
| Moodys Corporation US:MCO | 1 430 | $648 k | 0.00% | +5 |
| Vanguard S&P 500 Growth Inde… US:VOOG | 7 826 | $647 k | 0.00% | +6 299 |
| Dimensional US Marketwide Va… US:DFUV | 11 615 | $639 k | 0.00% | — |
| Marathon Petroleum Corp US:MPC | 2 493 | $637 k | 0.00% | −680 |
| DFA Investment Dimensions Gr… US:DFAS | 7 729 | $636 k | 0.00% | +310 |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 2 001 | $635 k | 0.00% | −61 |
| iShares Russell 1000 Value E… US:IWD | 2 604 | $631 k | 0.00% | −360 |
| iShares MSCI ACWI ex U.S. ET… US:ACWX | 8 290 | $631 k | 0.00% | — |
| SPDR Russell Small Cap Compl… US:SPMD | 9 339 | $631 k | 0.00% | +1 332 |
| PayPal Holdings Inc US:PYPL | 14 410 | $622 k | 0.00% | −2 420 |
| Marsh & McLennan Companies,… US:MRSH | 3 663 | $611 k | 0.00% | +23 |
| NetApp Inc US:NTAP | 3 924 | $607 k | 0.00% | −2 402 |
| Baldwin Insurance Group, Inc… US:BWIN | 22 806 | $606 k | 0.00% | — |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 3 512 | $600 k | 0.00% | nuova |
| ProShares Large Cap Core Plu… US:CSM | 7 027 | $599 k | 0.00% | — |
| Vanguard Small-Cap Growth In… US:VBK | 1 631 | $596 k | 0.00% | −48 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY | 836 | $588 k | 0.00% | +480 |
| GENERAL DYNAMICS CORP US:GD | 1 652 | $585 k | 0.00% | +19 |
| Utilities Select Sector SPDR… US:XLU | 12 905 | $585 k | 0.00% | +805 |
| CGI Inc US:GIB | 8 979 | $580 k | 0.00% | −300 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 4 561 | $568 k | 0.00% | −1 076 |
| Chemung Financial Corp US:CHMG | 7 598 | $567 k | 0.00% | — |
| Vanguard FTSE Europe Index F… US:VGK | 6 377 | $565 k | 0.00% | +1 350 |
| DFA Investment Dimensions Gr… US:DFAC | 12 697 | $563 k | 0.00% | — |
| CH Robinson Worldwide Inc US:CHRW | 2 981 | $561 k | 0.00% | −5 |
| Dominion Energy Inc US:D | 8 213 | $561 k | 0.00% | −1 006 624 |
| The Allstate Corporation US:ALL | 2 343 | $557 k | 0.00% | +1 225 |
| Financial Select Sector SPDR… US:XLF | 10 373 | $556 k | 0.00% | −1 325 |
| Vanguard Total World Stock I… US:VT | 3 531 | $554 k | 0.00% | nuova |
| Grayscale Bitcoin Trust (BTC… US:GBTC | 12 125 | $552 k | 0.00% | −2 557 |
| CHUBB LIMITED CUSIP H1467J104 | 1 618 | $551 k | 0.00% | +112 |
| iShares Russell 2000 Value E… US:IWN | 2 482 | $549 k | 0.00% | +96 |
| iShares Semiconductor ETF US:SOXX | 849 | $544 k | 0.00% | −136 |
| abrdn Physical Gold Shares E… US:SGOL | 14 000 | $535 k | 0.00% | — |
| SPDR® Portfolio S&P 500 Grow… US:SPYG | 4 447 | $529 k | 0.00% | +204 |
| Royal Bank of Canada US:RY | 2 530 | $524 k | 0.00% | −202 |
| Bloom Energy Corp US:BE | 1 700 | $515 k | 0.00% | −189 |
| McKesson Corporation US:MCK | 679 | $513 k | 0.00% | +51 |
| Vanguard Total Bond Market I… US:BND | 6 921 | $508 k | 0.00% | +1 901 |
| Astronics Corporation US:ATRO | 6 219 | $505 k | 0.00% | — |
| Vanguard Intermediate-Term C… US:VCIT | 6 105 | $505 k | 0.00% | −1 205 |
| SPDR Dow Jones Industrial Av… US:DIA | 962 | $503 k | 0.00% | +325 |
| ONEOK INC /NEW/ US:OKE | 5 648 | $491 k | 0.00% | +343 |
| Vanguard World Funds US:VEXC | 5 092 | $489 k | 0.00% | +1 678 |
| Energy Transfer LP US:ET | 25 300 | $484 k | 0.00% | +1 855 |
| Altria Group US:MO | 6 721 | $484 k | 0.00% | +526 |
| Schwab Fundamental U.S. Larg… US:FNDX | 15 504 | $482 k | 0.00% | −4 990 |
| Rollins Inc US:ROL | 11 536 | $482 k | 0.00% | nuova |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 3 282 | $480 k | 0.00% | +323 |
| iShares Core International A… US:IAGG | 9 387 | $475 k | 0.00% | −1 925 |
| iShares Core Dividend Growth… US:DGRO | 6 205 | $470 k | 0.00% | +1 310 |
| iShares MSCI EAFE Small-Cap… US:SCZ | 5 623 | $463 k | 0.00% | −118 |
| Hewlett Packard Enterprise C… US:HPE | 10 252 | $462 k | 0.00% | +14 |
| Guidewire Software Inc US:GWRE | 3 715 | $457 k | 0.00% | −6 |
| The AES Corporation US:AES | 31 172 | $457 k | 0.00% | −129 137 |
| WW Grainger Inc US:GWW | 331 | $450 k | 0.00% | nuova |
| Marvell Technology, Inc. US:MRVL | 1 511 | $450 k | 0.00% | nuova |
| EATON CORP PLC CUSIP G29183103 | 1 052 | $448 k | 0.00% | +8 |
| eBay Inc US:EBAY | 3 981 | $445 k | 0.00% | −774 |
| UBS GROUP AG CUSIP H42097107 | 8 764 | $434 k | 0.00% | −358 |
| IDEXX Laboratories Inc US:IDXX | 818 | $431 k | 0.00% | +37 |
| First Trust NASDAQ-100-Techn… US:QTEC | 1 267 | $424 k | 0.00% | — |
| First Trust Industrials/Prod… US:FXR | 4 641 | $423 k | 0.00% | nuova |
| Adobe Systems Incorporated US:ADBE | 2 055 | $421 k | 0.00% | +121 |
| Fidelity® Nasdaq Composite I… US:ONEQ | 4 057 | $419 k | 0.00% | — |
| Truist Financial Corp US:TFC | 8 383 | $418 k | 0.00% | +1 895 |
| Vanguard FTSE Pacific Index… US:VPL | 3 587 | $415 k | 0.00% | +551 |
| Consumer Staples Select Sect… US:XLP | 4 989 | $414 k | 0.00% | +364 |
| Communication Services Selec… US:XLC | 3 847 | $412 k | 0.00% | −526 |
| Workiva Inc US:WK | 8 490 | $412 k | 0.00% | −31 |
| Argan Inc US:AGX | 514 | $410 k | 0.00% | — |
| Lemonade Inc US:LMND | 6 302 | $410 k | 0.00% | −152 |
| Invesco FTSE RAFI US 1000 ET… US:PRF | 7 408 | $400 k | 0.00% | −407 |
| Leidos Holdings Inc US:LDOS | 3 879 | $399 k | 0.00% | +71 |
| Carrier Global Corp US:CARR | 5 423 | $398 k | 0.00% | −236 |
| SPDR® Bloomberg High Yield B… US:JNK | 4 127 | $398 k | 0.00% | +162 |
| The Bank of New York Mellon… US:BNY | 2 748 | $397 k | 0.00% | +777 |
| M&T Bank Corporation US:MTB | 1 649 | $392 k | 0.00% | — |
| Bristol-Myers Squibb Company US:BMY | 6 799 | $392 k | 0.00% | −441 |
| Invesco S&P 500® Top 50 ETF US:XLG | 6 392 | $391 k | 0.00% | — |
| Yum! Brands Inc US:YUM | 2 435 | $389 k | 0.00% | −111 |
| iShares MSCI USA ESG Select US:SUSA | 2 480 | $383 k | 0.00% | — |
| Rivian Automotive Inc US:RIVN | 22 015 | $382 k | 0.00% | +192 |
| AFLAC INC US:AFL | 3 234 | $379 k | 0.00% | −257 |
| Curtiss-Wright Corporation US:CW | 500 | $379 k | 0.00% | nuova |
| Schwab International Small-C… US:SCHC | 7 868 | $379 k | 0.00% | +1 265 |
| CALAMOS STRATEGIC TOTAL RETU CUSIP 128125101 | 18 409 | $378 k | 0.00% | — |
| Vanguard Financials Index Fu… US:VFH | 2 868 | $377 k | 0.00% | −427 |
| Vanguard High Dividend Yield… US:VYM | 2 370 | $375 k | 0.00% | −1 637 |
| Thomson Reuters Corporation… US:TRI | 4 568 | $373 k | 0.00% | nuova |
| Western Digital Corporation US:WDC | 581 | $371 k | 0.00% | −280 |
| Dover Corporation US:DOV | 1 624 | $364 k | 0.00% | −7 |
| Glacier Bancorp Inc US:GBCI | 6 988 | $360 k | 0.00% | — |
| Univest Corporation Pennsylv… US:UVSP | 8 217 | $359 k | 0.00% | — |
| Vanguard Mid-Cap Growth Inde… US:VOT | 1 170 | $358 k | 0.00% | −5 |
| AON PLC CUSIP G0403H108 | 1 074 | $356 k | 0.00% | −255 |
| Motorola Solutions Inc US:MSI | 854 | $355 k | 0.00% | −36 |
| Corteva, Inc. US:CTVA | 4 175 | $354 k | 0.00% | +20 |
| Vanguard Mega Cap Growth Ind… US:MGK | 4 000 | $352 k | 0.00% | +2 340 |
| AutoZone Inc US:AZO | 110 | $352 k | 0.00% | — |
| Schwab U.S. Mid-Cap ETF US:SCHM | 9 492 | $350 k | 0.00% | +463 |
| OLD DOMINION FREIGHT LINE, I… US:ODFL | 1 610 | $349 k | 0.00% | −116 |
| First Trust Health Care Alph… US:FXH | 2 833 | $347 k | 0.00% | nuova |
| LegalZoom.com Inc US:LZ | 56 500 | $346 k | 0.00% | — |
| Fidelity® MSCI Information T… US:FTEC | 1 203 | $344 k | 0.00% | −804 |
| iShares National Muni Bond E… US:MUB | 3 183 | $343 k | 0.00% | −12 |
| Ferguson Plc US:FERG | 1 441 | $342 k | 0.00% | — |
| iShares iBoxx $ High Yield C… US:HYG | 4 256 | $340 k | 0.00% | +386 |
| ELECTRONIC ARTS INC CUSIP 285512109 | 1 646 | $337 k | 0.00% | — |
| Bel Fuse A Inc US:BELFB | 1 012 | $337 k | 0.00% | nuova |
| Vicor Corporation US:VICR | 865 | $329 k | 0.00% | nuova |
| U.S. Bancorp US:USB | 5 437 | $328 k | 0.00% | −108 |
| Fidelity Covington Trust US:FELG | 7 502 | $328 k | 0.00% | — |
| Schwab Fundamental Internati… US:FNDF | 6 126 | $323 k | 0.00% | −803 |
| Vanguard 0-3 Month Treasury… US:VBIL | 4 238 | $321 k | 0.00% | +663 |
| Brookfield Corporation US:BN | 7 509 | $320 k | 0.00% | −1 476 |
| MEDTRONIC PLC CUSIP G5960L103 | 4 090 | $320 k | 0.00% | −158 |
| SPDR® S&P Dividend ETF US:SDY | 2 085 | $317 k | 0.00% | −40 |
| Fastenal Company US:FAST | 6 554 | $315 k | 0.00% | −1 387 |
| Danaher Corporation US:DHR | 1 647 | $314 k | 0.00% | −8 |
| Owens Corning Inc US:OC | 1 957 | $311 k | 0.00% | −1 438 |
| TE CONNECTIVITY PLC CUSIP G87052109 | 1 539 | $310 k | 0.00% | −2 186 |
| iShares Russell 3000 ETF US:IWV | 727 | $310 k | 0.00% | −525 |
| Barclays ETN+ Select MLP ETN US:DJP | 7 091 | $310 k | 0.00% | — |
| iShares Silver Trust US:SLV | 5 762 | $308 k | 0.00% | −246 |
| Invesco S&P 500® Quality ETF US:SPHQ | 3 416 | $308 k | 0.00% | −48 |
| iShares Russell Mid-Cap Grow… US:IWP | 2 099 | $307 k | 0.00% | — |
| Vanguard International High… US:VYMI | 3 095 | $304 k | 0.00% | −66 |
| SPDR® S&P Emerging Markets S… US:EWX | 4 065 | $302 k | 0.00% | — |
| iShares MSCI USA Min Vol Fac… US:USMV | 3 126 | $302 k | 0.00% | +397 |
| Iron Mountain Incorporated US:IRM | 2 386 | $301 k | 0.00% | +231 |
| Schwab Short-Term U.S. Treas… US:SCHO | 12 473 | $301 k | 0.00% | −225 |
| Capital Group Growth ETF US:CGGR | 6 357 | $300 k | 0.00% | nuova |
| Delta Air Lines Inc US:DAL | 3 189 | $299 k | 0.00% | −3 500 |
| RPM International Inc US:RPM | 2 685 | $298 k | 0.00% | −98 |
| iShares MSCI Emerging Market… US:EEM | 4 339 | $297 k | 0.00% | −779 |
| Cardinal Health Inc US:CAH | 1 239 | $294 k | 0.00% | +2 |
| Schwab Fundamental U.S. Smal… US:FNDA | 7 727 | $294 k | 0.00% | −2 625 |
| Coca-Cola Consolidated Inc. US:COKE | 1 524 | $291 k | 0.00% | −416 |
| Novartis AG ADR US:NVS | 1 842 | $289 k | 0.00% | −58 |
| Hudbay Minerals Inc. US:HBM | 12 099 | $286 k | 0.00% | nuova |
| abrdn Bloomberg All Commodit… US:BCI | 12 757 | $285 k | 0.00% | +1 254 |
| Amphenol Corporation US:APH | 1 602 | $282 k | 0.00% | nuova |
| Vanguard Mega Cap Index Fund… US:MGC | 1 027 | $281 k | 0.00% | −364 |
| Welltower Inc US:WELL | 1 210 | $275 k | 0.00% | +16 |
| iShares MSCI EAFE Value ETF US:EFV | 3 587 | $275 k | 0.00% | +269 |
| POOL CORP US:POOL | 1 276 | $274 k | 0.00% | −177 |
| American Tower Corp US:AMT | 1 674 | $274 k | 0.00% | +101 |
| Howmet Aerospace Inc US:HWM | 1 008 | $271 k | 0.00% | +27 |
| FS Specialty Lending Fund US:FSSL | 24 272 | $271 k | 0.00% | −845 |
| iShares Russell Mid-Cap Valu… US:IWS | 1 638 | $270 k | 0.00% | +23 |
| PNC Financial Services Group… US:PNC | 1 076 | $265 k | 0.00% | +89 |
| Motley Fool 100 Index ETF US:TMFC | 3 467 | $264 k | 0.00% | nuova |
| State Street Corp US:STT | 1 556 | $264 k | 0.00% | nuova |
| Toronto Dominion Bank US:TD | 2 155 | $262 k | 0.00% | — |
| Blackstone Inc. US:BX | 2 220 | $261 k | 0.00% | +99 |
| Lumentum Holdings Inc. US:LITE | 304 | $261 k | 0.00% | −36 |
| Dimensional International Va… US:DFIV | 4 820 | $260 k | 0.00% | +61 |
| Vertex Pharmaceuticals Inc US:VRTX | 521 | $259 k | 0.00% | −25 |
| BROOKFIELD INFRASTRUCTURE PA CUSIP G16252101 | 7 071 | $258 k | 0.00% | — |
| FORD MOTOR CO US:F | 18 485 | $257 k | 0.00% | −4 738 |
| iShares Biotechnology ETF US:IBB | 1 351 | $257 k | 0.00% | +17 |
| Canadian National Railway Co… US:CNI | 2 142 | $255 k | 0.00% | −9 |
| Halozyme Therapeutics Inc US:HALO | 3 205 | $251 k | 0.00% | −105 |
| Antero Midstream Partners LP US:AM | 11 000 | $250 k | 0.00% | — |
| iShares U.S. Equity Factor R… US:DYNF | 3 675 | $250 k | 0.00% | nuova |
| Analog Devices Inc US:ADI | 629 | $250 k | 0.00% | nuova |
| Fidelity National Financial… US:FNF | 5 269 | $248 k | 0.00% | −241 |
| Microchip Technology Inc US:MCHP | 2 719 | $248 k | 0.00% | nuova |
| Dolby Laboratories US:DLB | 4 716 | $248 k | 0.00% | −174 |
| Schwab U.S. Large-Cap Growth… US:SCHG | 7 276 | $246 k | 0.00% | −1 312 |
| iShares Core MSCI Total Inte… US:IXUS | 2 551 | $243 k | 0.00% | +127 |
| Church & Dwight Company Inc US:CHD | 2 500 | $242 k | 0.00% | +13 |
| New York Times Company US:NYT | 3 440 | $241 k | 0.00% | −37 |
| Fidelity® MSCI Consumer Disc… US:FDIS | 2 329 | $240 k | 0.00% | +9 |
| SPDR® Portfolio S&P 500 Valu… US:SPYV | 3 935 | $239 k | 0.00% | −69 |
| iShares S&P Mid-Cap 400 Valu… US:IJJ | 1 616 | $239 k | 0.00% | −99 |
| Mettler-Toledo International… US:MTD | 186 | $238 k | 0.00% | — |
| GARMIN LTD CUSIP H2906T109 | 981 | $233 k | 0.00% | −41 |
| Innovator Laddered Allocatio… US:BUFF | 4 413 | $232 k | 0.00% | — |
| National Fuel Gas Company US:NFG | 3 000 | $232 k | 0.00% | — |
| Block Inc US:XYZ | 3 043 | $231 k | 0.00% | nuova |
| SPDR® Portfolio S&P 1500 Com… US:SPTM | 2 519 | $229 k | 0.00% | nuova |
| Comfort Systems USA Inc US:FIX | 115 | $228 k | 0.00% | nuova |
| Jacobs Solutions Inc. US:J | 1 791 | $226 k | 0.00% | −8 |
| Cencora, Inc. US:COR | 796 | $225 k | 0.00% | −8 |
| iShares Core Total USD Bond… US:IUSB | 4 877 | $225 k | 0.00% | nuova |
| iShares Global REIT ETF US:REET | 8 051 | $222 k | 0.00% | — |
| Novo Nordisk A/S US:NVO | 4 632 | $222 k | 0.00% | nuova |
| iShares Core High Dividend E… US:HDV | 8 080 | $221 k | 0.00% | +6 464 |
| Paychex Inc US:PAYX | 2 250 | $221 k | 0.00% | −99 |
| Ubiquiti Networks Inc US:UI | 413 | $221 k | 0.00% | +40 |
| Take-Two Interactive Softwar… US:TTWO | 882 | $220 k | 0.00% | nuova |
| iShares Select Dividend ETF US:DVY | 1 407 | $220 k | 0.00% | nuova |
| iShares Ultra Short-Term Bon… US:ICSH | 4 344 | $220 k | 0.00% | −33 |
| iShares Blockchain and Tech… US:IBLC | 4 555 | $219 k | 0.00% | nuova |
| W P Carey Inc US:WPC | 3 066 | $219 k | 0.00% | — |
| Northern Lights Fund Trust I… US:BIBL | 3 780 | $219 k | 0.00% | nuova |
| Bitwise Bitcoin ETF US:BITB | 6 862 | $219 k | 0.00% | — |
| HP Inc US:HPQ | 9 918 | $218 k | 0.00% | nuova |
| Pacer US Cash Cows 100 ETF US:COWZ | 3 497 | $218 k | 0.00% | +198 |
| BP PLC ADR US:BP | 5 882 | $217 k | 0.00% | −381 |
| MSCI Inc US:MSCI | 387 | $217 k | 0.00% | −3 |
| Selectquote Inc US:SLQT | 257 344 | $216 k | 0.00% | — |
| Transdigm Group Incorporated US:TDG | 162 | $216 k | 0.00% | nuova |
| DTE Energy Company 2020 Seri… US:DTE | 1 385 | $211 k | 0.00% | nuova |
| O’Reilly Automotive Inc US:ORLY | 2 282 | $210 k | 0.00% | −1 128 |
| Devon Energy Corporation US:DVN | 5 071 | $210 k | 0.00% | nuova |
| Becton Dickinson and Company US:BDX | 1 383 | $209 k | 0.00% | nuova |
| Service Corporation Internat… US:SCI | 2 741 | $208 k | 0.00% | −803 |
| TD SYNNEX CORP US:SNX | 772 | $206 k | 0.00% | nuova |
| iShares MSCI ACWI ETF US:ACWI | 1 314 | $206 k | 0.00% | nuova |
| Defiance Quantum ETF US:QTUM | 1 240 | $205 k | 0.00% | nuova |
| iShares Core S&P U.S. Value… US:IUSV | 1 860 | $205 k | 0.00% | −172 |
| HARTFORD INSURANCE GROUP, IN… US:HIG | 1 532 | $203 k | 0.00% | +1 |
| Harrow Health Inc US:HROW | 4 732 | $201 k | 0.00% | nuova |
| EATON VANCE TAX-MANAGED GLOB CUSIP 27829F108 | 19 000 | $186 k | 0.00% | — |
| Telefonaktiebolaget LM Erics… US:ERIC | 16 216 | $181 k | 0.00% | — |
| EATON VANCE TAX-MANAGED BUY- CUSIP 27828Y108 | 11 966 | $178 k | 0.00% | — |
| Sonos Inc US:SONO | 12 117 | $164 k | 0.00% | — |
| Venture Global, Inc. US:VG | 14 695 | $164 k | 0.00% | — |
| New Mountain Finance Corpora… US:NMFC | 22 206 | $159 k | 0.00% | — |
| Nextdecade Corp US:NEXT | 18 569 | $140 k | 0.00% | — |
| Infosys Ltd ADR US:INFY | 10 260 | $108 k | 0.00% | −3 820 |
| MARQETA INC CUSIP 57142B104 | 25 260 | $103 k | 0.00% | — |
| Gray Television Inc US:GTN | 11 823 | $46.9 k | 0.00% | — |
| MASIMO CORP CUSIP 574795100 | 0 (era 14 105) | — | — | venduta |
| Prologis Inc US:PLD | 0 (era 1 527) | — | — | venduta |
| Assurant, Inc. US:AIZ | 0 (era 2 083) | — | — | venduta |
| Unilever PLC US:UL | 0 (era 4 315) | — | — | venduta |
| Burke & Herbert Financial Se… US:BHRB | 0 (era 9 239) | — | — | venduta |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (era 1 197 483) | — | — | venduta |
| iShares iBoxx $ Investment G… US:LQD | 0 (era 4 887) | — | — | venduta |
| Markel Corporation US:MKL | 0 (era 107) | — | — | venduta |
| ARK 21Shares Bitcoin ETF US:ARKB | 0 (era 9 640) | — | — | venduta |
| Navitas Semiconductor Corp US:NVTS | 0 (era 11 032) | — | — | venduta |
| THOMSON REUTERS CORP CUSIP 884903808 | 0 (era 4 640) | — | — | venduta |
| BLACKBERRY Ltd US:BB | 0 (era 20 301) | — | — | venduta |
| DR Horton Inc US:DHI | 0 (era 3 538) | — | — | venduta |
| Honeywell International Inc US:HON | 0 (era 524 883) | — | — | venduta |
| Kratos Defense & Security So… US:KTOS | 0 (era 4 108) | — | — | venduta |
| Ameriprise Financial Inc US:AMP | 0 (era 455) | — | — | venduta |
| MCCORMICK & CO INC US:MKC | 0 (era 8 438) | — | — | venduta |
| Schwab U.S. Large-Cap Value… US:SCHV | 0 (era 7 038) | — | — | venduta |
| Bill Com Holdings Inc US:BILL | 0 (era 21 610) | — | — | venduta |
| Vanguard Intermediate-Term B… US:BIV | 0 (era 2 829) | — | — | venduta |
| Consumer Portfolio Services… US:CPSS | 0 (era 62 558) | — | — | venduta |
| Fidelity® MSCI Health Care I… US:FHLC | 0 (era 3 221) | — | — | venduta |
| iShares MBS ETF US:MBB | 0 (era 2 444) | — | — | venduta |
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