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Patten & Patten Inc/Tn
gestore patrimoniale · portafoglio $1.91 Mld · 353 posizioni · report al 30.09.2026
Posizioni azionarie report per 30.09.2026, depositato il 26.10.2026; variazione — rispetto al 30.06.2026 · 366
| Società | Azioni | Valore | % del portafoglio | Variazione trimestrale |
|---|---|---|---|---|
| Apple Inc. US:AAPL | 595 685 | $198 Mln | 10.36% | −17 337 |
| iShares Global Tech ETF US:IXN · ETF | 582 209 | $86.3 Mln | 4.51% | +12 392 |
| Microsoft Corporation US:MSFT | 148 294 | $76.1 Mln | 3.97% | −955 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 1 299 538 | $74.8 Mln | 3.91% | −27 536 |
| Alphabet Inc. US:GOOGL | 200 682 | $69.1 Mln | 3.61% | +2 494 |
| Goldman Sachs Access Ultra S… US:GSST · ETF | 988 754 | $49.9 Mln | 2.61% | −27 450 |
| AbbVie Inc US:ABBV | 158 719 | $41.5 Mln | 2.17% | −2 311 |
| JPMorgan Chase & Co. US:JPM | 113 646 | $37.6 Mln | 1.96% | −2 674 |
| Visa Inc. Class A US:V | 96 534 | $34.7 Mln | 1.81% | −1 391 |
| SMURFIT WESTROCK PLC CUSIP G8267P108 | 772 937 | $34.1 Mln | 1.78% | +645 |
| Progressive Corp US:PGR | 133 461 | $27.7 Mln | 1.45% | −299 |
| RTX Corporation US:RTX | 143 972 | $26.7 Mln | 1.40% | −3 089 |
| Alphabet Inc. US:GOOG | 72 579 | $24.7 Mln | 1.29% | −973 |
| iShares S&P 100 ETF US:OEF · ETF | 61 638 | $23.6 Mln | 1.23% | −451 |
| Johnson & Johnson US:JNJ | 88 415 | $23.4 Mln | 1.22% | −184 |
| Exxon Mobil Corporation US:XOM | 141 180 | $23.0 Mln | 1.20% | nuova |
| Lincoln Electric Holdings In… US:LECO | 86 281 | $22.8 Mln | 1.19% | — |
| Walmart Inc. US:WMT | 216 758 | $22.5 Mln | 1.18% | +1 724 |
| Advanced Micro Devices Inc US:AMD | 35 055 | $21.4 Mln | 1.12% | −1 351 |
| ConocoPhillips US:COP | 163 178 | $20.4 Mln | 1.07% | −7 390 |
| CrowdStrike Holdings, Inc. US:CRWD | 73 965 | $19.6 Mln | 1.02% | +54 454 |
| SPDR® Gold Shares US:GLD · ETF | 51 194 | $19.5 Mln | 1.02% | +3 401 |
| Vanguard Mega Cap Index Fund… US:MGC · ETF | 68 765 | $19.4 Mln | 1.01% | +2 619 |
| Eli Lilly and Company US:LLY | 16 397 | $19.0 Mln | 0.99% | +1 329 |
| Costco Wholesale Corporation US:COST | 20 534 | $18.7 Mln | 0.98% | −755 |
| The TJX Companies Inc US:TJX | 139 119 | $18.4 Mln | 0.96% | −1 773 |
| Invesco S&P 500 Equal Weight… US:RSPT · ETF | 256 193 | $16.9 Mln | 0.88% | +56 225 |
| Goldman Sachs Nasdaq-100 Cor… US:GPIQ · ETF | 279 800 | $16.2 Mln | 0.85% | +4 450 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 209 602 | $16.2 Mln | 0.85% | −3 006 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 20 924 | $16.0 Mln | 0.83% | −214 |
| Vanguard S&P 500 ETF US:VOO · ETF | 21 790 | $15.3 Mln | 0.80% | −29 |
| Amazon.com, Inc. US:AMZN | 60 098 | $15.0 Mln | 0.78% | −387 |
| The Coca-Cola Company US:KO | 168 575 | $14.5 Mln | 0.76% | −2 210 |
| WisdomTree Europe Hedged Equ… US:HEDJ · ETF | 261 596 | $14.5 Mln | 0.76% | −970 |
| UNITEDHEALTH GROUP INC US:UNH | 39 345 | $14.4 Mln | 0.75% | −4 589 |
| MERCK & CO INC US:MRK | 99 008 | $14.4 Mln | 0.75% | −248 |
| iShares U.S. Financials ETF US:IYF · ETF | 113 178 | $14.2 Mln | 0.74% | −1 655 |
| SPDR® S&P Regional Banking E… US:KRE · ETF | 201 226 | $14.0 Mln | 0.73% | +2 716 |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 247 803 | $13.9 Mln | 0.73% | −10 707 |
| Technology Select Sector SPD… US:XLK · ETF | 67 924 | $13.3 Mln | 0.69% | −1 587 |
| Select STOXX Europe Aerospac… US:EUAD · ETF | 310 780 | $13.0 Mln | 0.68% | +5 260 |
| Texas Instruments Incorporat… US:TXN | 46 192 | $12.9 Mln | 0.68% | −367 |
| Louisiana-Pacific Corporatio… US:LPX | 196 957 | $12.7 Mln | 0.66% | +364 |
| Jpmorgan Hedged Equity Ladde… US:HELO · ETF | 180 607 | $12.5 Mln | 0.65% | −20 551 |
| NVIDIA Corporation US:NVDA | 54 312 | $12.4 Mln | 0.65% | +11 879 |
| ABBOTT LABORATORIES US:ABT | 125 186 | $12.4 Mln | 0.65% | −5 330 |
| Cisco Systems Inc US:CSCO | 114 791 | $12.4 Mln | 0.65% | +2 248 |
| SCHWAB CHARLES CORP US:SCHW | 119 447 | $11.7 Mln | 0.61% | −2 897 |
| PulteGroup Inc US:PHM | 91 097 | $10.6 Mln | 0.55% | −784 |
| Ingevity Corp US:NGVT | 147 900 | $10.5 Mln | 0.55% | +404 |
| Nextera Energy Inc US:NEE | 137 781 | $10.4 Mln | 0.55% | −462 |
| Chevron Corp US:CVX | 50 337 | $10.3 Mln | 0.54% | +92 |
| Tractor Supply Company US:TSCO | 303 096 | $9.48 Mln | 0.50% | −10 245 |
| Edwards Lifesciences Corp US:EW | 105 337 | $9.09 Mln | 0.48% | −1 664 |
| Hilton Worldwide Holdings In… US:HLT | 27 399 | $8.72 Mln | 0.46% | −203 |
| iShares MSCI EAFE ETF US:EFA · ETF | 82 805 | $8.60 Mln | 0.45% | +1 472 |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 74 030 | $8.40 Mln | 0.44% | −5 230 |
| Health Care Select Sector SP… US:XLV · ETF | 47 630 | $8.02 Mln | 0.42% | +2 180 |
| The Home Depot Inc US:HD | 26 748 | $7.61 Mln | 0.40% | +312 |
| Canadian National Railway Co… US:CNI | 63 955 | $7.60 Mln | 0.40% | −714 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 92 826 | $7.54 Mln | 0.39% | +665 |
| Industrial Select Sector SPD… US:XLI · ETF | 44 913 | $7.50 Mln | 0.39% | +10 |
| The Boeing Company US:BA | 38 579 | $7.18 Mln | 0.37% | +107 |
| PIMCO Active Bond Exchange-T… US:BOND · ETF | 81 300 | $7.07 Mln | 0.37% | +1 275 |
| Duke Energy CORP US:DUK | 59 620 | $6.80 Mln | 0.36% | +362 |
| iShares Core S&P 500 ETF US:IVV · ETF | 8 258 | $6.32 Mln | 0.33% | +81 |
| Freeport-McMoran Copper & Go… US:FCX | 90 140 | $6.31 Mln | 0.33% | −494 |
| Smith AO Corporation US:AOS | 109 975 | $6.20 Mln | 0.32% | −3 322 |
| PepsiCo Inc US:PEP | 48 661 | $6.17 Mln | 0.32% | −85 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 29 619 | $6.16 Mln | 0.32% | +5 735 |
| GE Vernova LLC US:GEV | 6 374 | $6.06 Mln | 0.32% | −18 |
| iShares U.S. Aerospace & Def… US:ITA · ETF | 28 426 | $5.89 Mln | 0.31% | +2 585 |
| Intuit Inc US:INTU | 20 796 | $5.73 Mln | 0.30% | +1 654 |
| iShares MSCI Japan ETF US:EWJ · ETF | 58 222 | $5.67 Mln | 0.30% | +11 615 |
| HCA Healthcare, Inc. US:HCA | 13 137 | $5.61 Mln | 0.29% | −134 |
| Broadcom Inc. US:AVGO | 15 922 | $5.59 Mln | 0.29% | −193 |
| O’Reilly Automotive Inc US:ORLY | 64 663 | $5.52 Mln | 0.29% | −11 698 |
| QUALCOMM INC/DE US:QCOM | 29 558 | $5.44 Mln | 0.28% | −2 552 |
| Norfolk Southern Corporation US:NSC | 17 449 | $5.39 Mln | 0.28% | −1 585 |
| DexCom Inc US:DXCM | 60 068 | $5.18 Mln | 0.27% | −102 |
| CITIGROUP INC US:C | 39 714 | $5.14 Mln | 0.27% | −793 |
| MORGAN STANLEY US:MS | 25 053 | $4.71 Mln | 0.25% | −196 |
| GE Aerospace US:GE | 14 895 | $4.65 Mln | 0.24% | −62 |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 141 791 | $4.63 Mln | 0.24% | +4 931 |
| Applied Materials Inc US:AMAT | 9 044 | $4.62 Mln | 0.24% | −600 |
| iShares Russell 2000 ETF US:IWM · ETF | 16 297 | $4.53 Mln | 0.24% | +340 |
| Lowe's Companies Inc US:LOW | 23 745 | $4.38 Mln | 0.23% | −185 |
| WisdomTree Japan Hedged Equi… US:DXJ · ETF | 24 066 | $4.35 Mln | 0.23% | +2 375 |
| Intel Corporation US:INTC | 35 998 | $4.33 Mln | 0.23% | −365 |
| Digital Realty Trust Inc US:DLR | 24 472 | $4.30 Mln | 0.22% | −163 |
| Phillips 66 US:PSX | 16 260 | $4.15 Mln | 0.22% | −298 |
| Bank of America Corp US:BAC | 75 943 | $4.13 Mln | 0.22% | −270 |
| Netflix Inc US:NFLX | 58 202 | $4.05 Mln | 0.21% | +11 118 |
| Honeywell International Inc US:HON | 18 676 | $3.94 Mln | 0.21% | −419 |
| EATON CORP PLC CUSIP G29183103 | 9 122 | $3.92 Mln | 0.20% | −39 |
| Goldman Sachs Group Inc US:GS | 4 048 | $3.64 Mln | 0.19% | −194 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 7 216 | $3.59 Mln | 0.19% | −10 |
| Procter & Gamble Company US:PG | 24 400 | $3.54 Mln | 0.19% | −301 |
| iShares MBS ETF US:MBB · ETF | 38 727 | $3.47 Mln | 0.18% | +5 047 |
| Adobe Systems Incorporated US:ADBE | 14 201 | $3.41 Mln | 0.18% | −315 |
| Novartis AG US:NVS | 23 269 | $3.32 Mln | 0.17% | −100 |
| iShares MSCI India ETF US:INDA · ETF | 66 236 | $3.09 Mln | 0.16% | −12 583 |
| iShares International Select… US:IDV · ETF | 72 812 | $3.07 Mln | 0.16% | +1 204 |
| Mastercard Inc US:MA | 5 558 | $3.07 Mln | 0.16% | — |
| Vanguard Growth Index Fund E… US:VUG · ETF | 33 498 | $3.02 Mln | 0.16% | −522 |
| Pinnacle Financial Partners,… US:PNFP | 32 023 | $3.00 Mln | 0.16% | −710 |
| Goldman Sachs S&P 500 Core P… US:GPIX · ETF | 53 461 | $2.98 Mln | 0.16% | +12 576 |
| Honeywell Aerospace Inc US:HONA | 18 562 | $2.88 Mln | 0.15% | −133 |
| Invesco QQQ Trust US:QQQ · ETF | 3 844 | $2.84 Mln | 0.15% | +60 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 45 736 | $2.81 Mln | 0.15% | −3 340 |
| iShares MSCI Germany ETF US:EWG · ETF | 67 310 | $2.78 Mln | 0.15% | +3 025 |
| Constellation Brands Inc Cla… US:STZ | 24 530 | $2.77 Mln | 0.14% | +805 |
| Truist Financial Corp US:TFC | 58 346 | $2.70 Mln | 0.14% | −1 402 |
| iShares U.S. Technology ETF US:IYW · ETF | 10 183 | $2.70 Mln | 0.14% | −90 |
| Caterpillar Inc US:CAT | 3 293 | $2.67 Mln | 0.14% | −227 |
| iShares U.S. Pharmaceuticals… US:IHE · ETF | 26 315 | $2.65 Mln | 0.14% | +1 500 |
| Corning Incorporated US:GLW | 17 201 | $2.64 Mln | 0.14% | −568 |
| Communication Services Selec… US:XLC · ETF | 23 244 | $2.58 Mln | 0.13% | +1 000 |
| Invesco S&P 100 Equal Weight… US:EQWL · ETF | 19 832 | $2.56 Mln | 0.13% | +1 172 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 11 507 | $2.56 Mln | 0.13% | +350 |
| Republic Services Inc US:RSG | 12 036 | $2.53 Mln | 0.13% | −217 |
| Utilities Select Sector SPDR… US:XLU · ETF | 61 669 | $2.43 Mln | 0.13% | −2 945 |
| Regions Financial Corporatio… US:RF | 89 766 | $2.41 Mln | 0.13% | −99 |
| FEDEX CORP US:FDX | 8 364 | $2.38 Mln | 0.12% | −64 |
| 3M Company US:MMM | 14 409 | $2.37 Mln | 0.12% | −828 |
| Dominion Energy Inc US:D | 38 471 | $2.33 Mln | 0.12% | −2 678 |
| SPDR Nuveen Municipal Bond E… US:MBND · ETF | 88 850 | $2.28 Mln | 0.12% | −4 000 |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 44 976 | $2.27 Mln | 0.12% | −4 025 |
| CoStar Group Inc US:CSGP | 82 228 | $2.25 Mln | 0.12% | +59 706 |
| Delta Air Lines Inc US:DAL | 26 830 | $2.24 Mln | 0.12% | −347 |
| Vulcan Materials Company US:VMC | 8 297 | $2.03 Mln | 0.11% | — |
| Ecolab Inc US:ECL | 7 270 | $2.00 Mln | 0.10% | −145 |
| Angel Oak Mortgage-Backed Se… US:MBS · ETF | 240 033 | $1.96 Mln | 0.10% | −1 544 |
| Northrop Grumman Corporation US:NOC | 4 023 | $1.95 Mln | 0.10% | +5 |
| Lockheed Martin Corporation US:LMT | 3 805 | $1.94 Mln | 0.10% | +908 |
| iShares MSCI USA Momentum Fa… US:MTUM · ETF | 5 992 | $1.90 Mln | 0.10% | +200 |
| Southern Company US:SO | 22 801 | $1.89 Mln | 0.10% | — |
| iShares U.S. Financial Servi… US:IYG · ETF | 20 826 | $1.87 Mln | 0.10% | −350 |
| PIMCO Enhanced Low Duration… US:LDUR · ETF | 19 812 | $1.86 Mln | 0.10% | −627 |
| Union Pacific Corporation US:UNP | 6 687 | $1.82 Mln | 0.10% | +7 |
| iShares Core S&P U.S. Growth… US:IUSG · ETF | 9 210 | $1.78 Mln | 0.09% | +200 |
| Financial Select Sector SPDR… US:XLF · ETF | 33 271 | $1.78 Mln | 0.09% | −2 800 |
| PIMCO Ultra Short Government… US:BILZ · ETF | 17 479 | $1.76 Mln | 0.09% | +1 394 |
| iShares US Consumer Discreti… US:IYC · ETF | 18 439 | $1.75 Mln | 0.09% | −175 |
| McDonald’s Corporation US:MCD | 7 509 | $1.73 Mln | 0.09% | −814 |
| Marriott International, Inc. US:MAR | 4 809 | $1.71 Mln | 0.09% | +887 |
| iShares Select Dividend ETF US:DVY · ETF | 11 123 | $1.69 Mln | 0.09% | +300 |
| Pfizer Inc US:PFE | 56 867 | $1.62 Mln | 0.08% | −533 |
| iShares Russell Top 200 Grow… US:IWY · ETF | 5 421 | $1.60 Mln | 0.08% | +200 |
| Philip Morris International… US:PM | 8 366 | $1.60 Mln | 0.08% | — |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 13 464 | $1.49 Mln | 0.08% | — |
| Deere & Company US:DE | 2 145 | $1.44 Mln | 0.08% | — |
| PIMCO Commodity Strategy Act… US:CMDT · ETF | 41 010 | $1.42 Mln | 0.07% | +12 385 |
| American Express Company US:AXP | 4 637 | $1.41 Mln | 0.07% | −7 |
| Prologis Inc US:PLD | 10 770 | $1.40 Mln | 0.07% | −35 |
| iShares Russell 1000 ETF US:IWB · ETF | 3 329 | $1.39 Mln | 0.07% | — |
| International Business Machi… US:IBM | 6 179 | $1.36 Mln | 0.07% | −50 |
| Meta Platforms, Inc. US:META | 1 814 | $1.32 Mln | 0.07% | −110 |
| Amgen Inc US:AMGN | 3 096 | $1.31 Mln | 0.07% | −23 |
| Automatic Data Processing In… US:ADP | 4 966 | $1.28 Mln | 0.07% | −3 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 7 500 | $1.25 Mln | 0.07% | — |
| Kroger Company US:KR | 20 716 | $1.21 Mln | 0.06% | −668 |
| General Motors Company US:GM | 15 609 | $1.20 Mln | 0.06% | −122 |
| Vanguard Total Stock Market… US:VTI · ETF | 3 211 | $1.20 Mln | 0.06% | +1 |
| Royal Bank of Canada US:RY | 6 080 | $1.20 Mln | 0.06% | — |
| Cameco Corp US:CCJ | 13 710 | $1.19 Mln | 0.06% | −580 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 16 469 | $1.18 Mln | 0.06% | — |
| Vanguard Dividend Appreciati… US:VIG · ETF | 5 068 | $1.18 Mln | 0.06% | +88 |
| Xylem Inc US:XYL | 11 480 | $1.16 Mln | 0.06% | −3 500 |
| Taiwan Semiconductor Manufac… US:TSM | 2 539 | $1.16 Mln | 0.06% | −175 |
| Prudential Financial, Inc. US:PRU | 10 156 | $1.15 Mln | 0.06% | −388 |
| Williams-Sonoma Inc US:WSM | 5 040 | $1.15 Mln | 0.06% | — |
| iShares Russell Top 200 ETF US:IWL · ETF | 6 017 | $1.14 Mln | 0.06% | −3 892 |
| Invesco S&P 500® High Divide… US:SPHD · ETF | 23 496 | $1.13 Mln | 0.06% | — |
| Emerson Electric Company US:EMR | 7 291 | $1.13 Mln | 0.06% | −1 465 |
| Walt Disney Co US:DIS | 10 464 | $1.10 Mln | 0.06% | −468 |
| Imperial Oil Ltd US:IMO | 8 750 | $1.08 Mln | 0.06% | — |
| Bristol-Myers Squibb Company US:BMY | 16 675 | $1.04 Mln | 0.05% | −805 |
| Carrier Global Corp US:CARR | 18 626 | $1.02 Mln | 0.05% | — |
| Oracle Corporation US:ORCL | 7 416 | $1.02 Mln | 0.05% | −173 |
| iShares Russell 3000 ETF US:IWV · ETF | 2 347 | $1.01 Mln | 0.05% | +100 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 9 400 | $1.00 Mln | 0.05% | — |
| Vanguard Information Technol… US:VGT · ETF | 7 872 | $989 k | 0.05% | — |
| iShares Core High Dividend E… US:HDV · ETF | 35 295 | $987 k | 0.05% | +250 |
| Unum Group US:UNM | 11 202 | $983 k | 0.05% | +150 |
| LINDE PLC CUSIP G54950103 | 2 062 | $979 k | 0.05% | −300 |
| SEI INVESTMENTS CO US:SEIC | 9 400 | $965 k | 0.05% | — |
| iShares Dow Jones U.S. ETF US:IYY · ETF | 5 107 | $947 k | 0.05% | — |
| Ulta Beauty Inc US:ULTA | 1 700 | $928 k | 0.05% | −10 |
| American Water Works US:AWK | 7 101 | $919 k | 0.05% | −715 |
| Altria Group US:MO | 13 418 | $904 k | 0.05% | −366 |
| Zoetis Inc US:ZTS | 12 681 | $886 k | 0.05% | −320 |
| Target Corporation US:TGT | 5 634 | $883 k | 0.05% | −150 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 5 595 | $882 k | 0.05% | −50 |
| Kimberly-Clark Corporation US:KMB | 9 022 | $879 k | 0.05% | −452 |
| VanEck Semiconductor ETF US:SMH · ETF | 1 425 | $868 k | 0.05% | −522 |
| Texas Pacific Land Corp US:TPL | 2 641 | $860 k | 0.04% | — |
| Innovator Equity Managed Flo… US:SFLR · ETF | 21 850 | $851 k | 0.04% | nuova |
| Tesla, Inc. US:TSLA | 2 397 | $850 k | 0.04% | +22 |
| Invesco S&P 500® Low Volatil… US:SPLV · ETF | 11 929 | $841 k | 0.04% | +151 |
| Dover Corporation US:DOV | 4 325 | $809 k | 0.04% | +875 |
| Williams Companies Inc US:WMB | 11 787 | $801 k | 0.04% | — |
| Verizon Communications Inc US:VZ | 17 157 | $787 k | 0.04% | −2 099 |
| Hewlett Packard Enterprise C… US:HPE | 12 298 | $786 k | 0.04% | — |
| T-Mobile US Inc US:TMUS | 4 725 | $771 k | 0.04% | +164 |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 2 880 | $766 k | 0.04% | — |
| iShares Russell 1000 Growth… US:IWF · ETF | 5 972 | $748 k | 0.04% | — |
| iShares Bitcoin Trust US:IBIT · ETF | 15 782 | $747 k | 0.04% | −125 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $747 k | 0.04% | — |
| GE HealthCare Technologies I… US:GEHC | 11 375 | $744 k | 0.04% | −274 |
| iShares Morningstar Growth E… US:ILCG · ETF | 6 222 | $728 k | 0.04% | — |
| Blackstone Inc. US:BX | 6 353 | $712 k | 0.04% | +4 398 |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 5 742 | $707 k | 0.04% | −264 |
| PayPal Holdings Inc US:PYPL | 13 189 | $693 k | 0.04% | −1 800 |
| iShares U.S. Industrials ETF US:IYJ · ETF | 4 510 | $692 k | 0.04% | — |
| iShares Short-Term National… US:SUB · ETF | 6 615 | $692 k | 0.04% | −275 |
| Nike Inc US:NKE | 19 357 | $685 k | 0.04% | −6 175 |
| MEDTRONIC PLC CUSIP G5960L103 | 7 900 | $682 k | 0.04% | −2 066 |
| Aurinia Pharmaceuticals Inc US:AUPH | 42 025 | $681 k | 0.04% | −4 605 |
| Valero Energy Corporation US:VLO | 1 729 | $670 k | 0.04% | −15 |
| Air Products and Chemicals I… US:APD | 2 406 | $669 k | 0.03% | −300 |
| WELLS FARGO & COMPANY/MN US:WFC | 8 346 | $668 k | 0.03% | −480 |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 20 275 | $660 k | 0.03% | +54 |
| GENERAL DYNAMICS CORP US:GD | 1 987 | $659 k | 0.03% | +1 |
| SPDR® S&P Aerospace & Defens… US:XAR · ETF | 2 844 | $658 k | 0.03% | +1 651 |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 6 747 | $657 k | 0.03% | — |
| The Real Estate Select Secto… US:XLRE · ETF | 15 799 | $646 k | 0.03% | — |
| iShares U.S. Equity Factor R… US:DYNF · ETF | 9 209 | $638 k | 0.03% | nuova |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 4 627 | $629 k | 0.03% | — |
| Fortinet, Inc. US:FTNT | 3 475 | $621 k | 0.03% | nuova |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 20 526 | $616 k | 0.03% | +1 200 |
| iShares Gold Trust US:IAU · ETF | 7 793 | $609 k | 0.03% | −25 |
| Lululemon Athletica Inc. US:LULU | 6 288 | $605 k | 0.03% | −100 |
| iShares S&P 500 Growth ETF US:IVW · ETF | 4 191 | $596 k | 0.03% | — |
| Kinder Morgan, Inc. US:KMI | 19 636 | $592 k | 0.03% | −134 |
| Generac Holdings Inc US:GNRC | 2 845 | $589 k | 0.03% | −140 |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 6 522 | $582 k | 0.03% | +125 |
| CACI International Inc US:CACI | 955 | $582 k | 0.03% | — |
| iShares Semiconductor ETF US:SOXX · ETF | 1 011 | $575 k | 0.03% | −4 |
| Vanguard Health Care Index F… US:VHT · ETF | 1 751 | $553 k | 0.03% | +80 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 17 433 | $549 k | 0.03% | +2 416 |
| Dimensional US Core Equity M… US:DFAU · ETF | 10 450 | $547 k | 0.03% | — |
| WEYERHAEUSER CO US:WY | 28 632 | $545 k | 0.03% | +5 225 |
| Coherent Inc US:COHR | 1 890 | $544 k | 0.03% | nuova |
| The Travelers Companies Inc US:TRV | 1 523 | $543 k | 0.03% | — |
| MarketDesk Focused U.S. Mome… US:FMTM · ETF | 13 650 | $532 k | 0.03% | nuova |
| Alerian MLP ETF US:AMLP · ETF | 10 194 | $529 k | 0.03% | −250 |
| Space Exploration Technologi… US:SPCX | 3 483 | $525 k | 0.03% | nuova |
| Colgate-Palmolive Company US:CL | 6 046 | $516 k | 0.03% | −222 |
| Mohawk Industries Inc US:MHK | 4 121 | $514 k | 0.03% | −117 |
| iShares U.S. Regional Banks… US:IAT · ETF | 8 970 | $513 k | 0.03% | — |
| Enbridge Inc US:ENB | 11 019 | $512 k | 0.03% | −14 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 14 033 | $504 k | 0.03% | −626 |
| Palantir Technologies Inc. US:PLTR | 2 681 | $501 k | 0.03% | +125 |
| iShares U.S. Real Estate ETF US:IYR · ETF | 5 247 | $499 k | 0.03% | +200 |
| Shell PLC US:SHEL | 5 160 | $490 k | 0.03% | — |
| Enterprise Products Partners… US:EPD | 13 557 | $483 k | 0.03% | −636 |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 948 | $482 k | 0.03% | +82 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 6 128 | $481 k | 0.03% | — |
| iShares Russell 2000 Value E… US:IWN · ETF | 2 255 | $472 k | 0.02% | +103 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 2 164 | $468 k | 0.02% | −225 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 5 596 | $454 k | 0.02% | −1 050 |
| L3Harris Technologies Inc US:LHX | 1 872 | $443 k | 0.02% | nuova |
| Pacer Trendpilot US Large Ca… US:PTLC · ETF | 7 295 | $434 k | 0.02% | — |
| iShares Core S&P U.S. Value… US:IUSV · ETF | 3 905 | $431 k | 0.02% | — |
| Mondelez International Inc US:MDLZ | 7 422 | $429 k | 0.02% | — |
| iShares Transportation Avera… US:IYT · ETF | 5 400 | $424 k | 0.02% | — |
| Thermo Fisher Scientific Inc US:TMO | 622 | $420 k | 0.02% | — |
| Constellation Energy Corp US:CEG | 1 648 | $419 k | 0.02% | — |
| AFLAC INC US:AFL | 3 720 | $416 k | 0.02% | −15 |
| Lam Research Corp US:LRCX | 1 239 | $407 k | 0.02% | −1 |
| Planet Fitness Inc US:PLNT | 9 575 | $404 k | 0.02% | −850 |
| iShares MSCI Emerging Market… US:EEM · ETF | 5 927 | $396 k | 0.02% | −775 |
| Nucor Corp US:NUE | 1 685 | $394 k | 0.02% | — |
| Bank of Montreal US:BMO | 2 328 | $389 k | 0.02% | — |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 3 885 | $376 k | 0.02% | −500 |
| Global X Uranium ETF US:URA · ETF | 9 420 | $375 k | 0.02% | −1 025 |
| Coca-Cola Consolidated Inc. US:COKE | 1 958 | $371 k | 0.02% | — |
| Vanguard High Dividend Yield… US:VYM · ETF | 2 363 | $367 k | 0.02% | +3 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 6 120 | $363 k | 0.02% | — |
| AT&T Inc. US:T | 14 842 | $362 k | 0.02% | −139 |
| STARBUCKS CORP US:SBUX | 3 831 | $360 k | 0.02% | −255 |
| iShares MSCI EAFE Growth ETF US:EFG · ETF | 2 950 | $353 k | 0.02% | — |
| Schwab Fundamental Internati… US:FNDF · ETF | 6 490 | $349 k | 0.02% | +1 282 |
| iShares Core U.S. Aggregate… US:AGG · ETF | 3 669 | $347 k | 0.02% | −413 |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 4 556 | $345 k | 0.02% | nuova |
| Vanguard Energy Index Fund E… US:VDE · ETF | 1 988 | $342 k | 0.02% | −330 |
| American International Group… US:AIG | 4 395 | $327 k | 0.02% | — |
| Palo Alto Networks Inc US:PANW | 816 | $324 k | 0.02% | — |
| Dell Technologies Inc. US:DELL | 601 | $323 k | 0.02% | −52 |
| American Tower Corp US:AMT | 1 967 | $322 k | 0.02% | −15 |
| Synopsys Inc US:SNPS | 740 | $322 k | 0.02% | +185 |
| FedEx Freight Holding Compan… US:FDXF | 2 835 | $310 k | 0.02% | −1 320 |
| Newmont Goldcorp Corp US:NEM | 2 686 | $310 k | 0.02% | +80 |
| Vanguard Industrials Index F… US:VIS · ETF | 955 | $306 k | 0.02% | — |
| Schwab 5-10 Year Corporate B… US:SCHI · ETF | 14 252 | $306 k | 0.02% | +755 |
| iShares U.S. Oil Equipment &… US:IEZ · ETF | 11 500 | $305 k | 0.02% | −70 |
| Capital One Financial Corpor… US:COF | 1 544 | $298 k | 0.02% | −11 |
| Solstice Advanced Materials,… US:SOLS | 5 288 | $298 k | 0.02% | −232 |
| Vanguard Mortgage-Backed Sec… US:VMBS · ETF | 6 538 | $290 k | 0.02% | +233 |
| iShares Russell 2000 Growth… US:IWO · ETF | 805 | $287 k | 0.02% | — |
| Schwab Fundamental U.S. Smal… US:FNDA · ETF | 8 200 | $287 k | 0.01% | +913 |
| Vanguard Financials Index Fu… US:VFH · ETF | 2 186 | $284 k | 0.01% | +180 |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 1 448 | $283 k | 0.01% | — |
| iShares Russell 1000 Value E… US:IWD · ETF | 1 136 | $282 k | 0.01% | +1 |
| Schwab Intermediate-Term U.S… US:SCHR · ETF | 11 841 | $281 k | 0.01% | +708 |
| First Trust Long/Short Equit… US:FTLS · ETF | 3 627 | $278 k | 0.01% | — |
| iShares Expanded Tech-Softwa… US:IGV · ETF | 2 602 | $277 k | 0.01% | — |
| Paychex Inc US:PAYX | 2 802 | $276 k | 0.01% | — |
| United Community Banks, Inc. US:UCB | 8 266 | $276 k | 0.01% | — |
| Schwab International Equity… US:SCHF · ETF | 10 014 | $275 k | 0.01% | +1 055 |
| MACOM Technology Solutions H… US:MTSI | 940 | $268 k | 0.01% | −107 |
| BlackRock Inc US:BLK | 252 | $267 k | 0.01% | −5 |
| Atmos Energy Corporation US:ATO | 1 702 | $266 k | 0.01% | — |
| Axon Enterprise Inc. US:AXON | 630 | $266 k | 0.01% | +15 |
| Marvell Technology, Inc. US:MRVL | 1 005 | $265 k | 0.01% | — |
| Marathon Petroleum Corp US:MPC | 667 | $264 k | 0.01% | nuova |
| Wheaton Precious Metals Corp US:WPM | 1 960 | $262 k | 0.01% | — |
| iShares U.S. Healthcare ETF US:IYH · ETF | 3 650 | $261 k | 0.01% | — |
| SPDR® S&P Dividend ETF US:SDY · ETF | 1 782 | $261 k | 0.01% | −100 |
| Dolby Laboratories US:DLB | 4 400 | $259 k | 0.01% | −675 |
| Otis Worldwide Corp US:OTIS | 3 947 | $254 k | 0.01% | +32 |
| iShares US Consumer Staples… US:IYK · ETF | 3 512 | $248 k | 0.01% | −50 |
| iShares MSCI Global Min Vol… US:ACWV · ETF | 2 018 | $248 k | 0.01% | — |
| Comcast Corporation US:CMCSA | 11 201 | $244 k | 0.01% | −2 875 |
| General Mills Inc US:GIS | 7 576 | $244 k | 0.01% | −130 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 370 | $243 k | 0.01% | — |
| iShares Future AI & Tech ETF US:ARTY · ETF | 3 100 | $243 k | 0.01% | nuova |
| CALAMOS CONV & HIGH INCOME F CUSIP 12811P108 | 20 620 | $241 k | 0.01% | +469 |
| The Allstate Corporation US:ALL | 1 074 | $238 k | 0.01% | −25 |
| ZIM INTEGRATED SHIPPING SERV CUSIP M9T951109 | 8 000 | $235 k | 0.01% | — |
| Amphenol Corporation US:APH | 2 766 | $233 k | 0.01% | +1 394 |
| First Trust Dow Jones Intern… US:FDN · ETF | 797 | $230 k | 0.01% | — |
| Becton Dickinson and Company US:BDX | 1 279 | $229 k | 0.01% | −100 |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 7 780 | $228 k | 0.01% | −1 225 |
| Global X S&P 500® Covered Ca… US:XYLD · ETF | 5 470 | $227 k | 0.01% | −860 |
| CSX Corporation US:CSX | 4 837 | $225 k | 0.01% | — |
| S&P Global Inc US:SPGI | 563 | $222 k | 0.01% | −10 |
| Vanguard Total Bond Market I… US:BND · ETF | 3 097 | $217 k | 0.01% | — |
| iShares Global Energy ETF US:IXC · ETF | 3 797 | $216 k | 0.01% | nuova |
| ASML HLDG NV CUSIP N07059210 | 119 | $216 k | 0.01% | — |
| Waste Management Inc US:WM | 1 049 | $214 k | 0.01% | +10 |
| Vanguard Utilities Index Fun… US:VPU · ETF | 1 251 | $214 k | 0.01% | — |
| SPROTT ASSET MANAGEMENT LP CUSIP 85207H104 | 6 630 | $207 k | 0.01% | nuova |
| Dimensional International Va… US:DFIV · ETF | 3 695 | $206 k | 0.01% | nuova |
| Exelon Corporation US:EXC | 5 024 | $203 k | 0.01% | — |
| DocuSign Inc US:DOCU | 2 989 | $201 k | 0.01% | nuova |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 2 558 | $200 k | 0.01% | nuova |
| PIMCO CORPORATE & INCOME OPP CUSIP 72201B101 | 17 880 | $197 k | 0.01% | −106 |
| Nokia Oyj US:NOK | 18 150 | $184 k | 0.01% | — |
| Huntington Bancshares Incorp… US:HBAN | 12 050 | $184 k | 0.01% | −350 |
| Park Hotels & Resorts Inc. US:PK | 11 125 | $172 k | 0.01% | — |
| BrasilAgro - Companhia Brasi… US:LND | 11 398 | $39.6 k | 0.00% | — |
| Schlumberger NV US:SLB | 0 (era 4 392) | — | — | venduta |
| STRYKER CORP US:SYK | 0 (era 773) | — | — | venduta |
| Toll Brothers, Inc. US:TOL | 0 (era 1 245) | — | — | venduta |
| Ventas Inc US:VTR | 0 (era 2 337) | — | — | venduta |
| Yum! Brands Inc US:YUM | 0 (era 1 264) | — | — | venduta |
| ELECTRONIC ARTS INC CUSIP 285512109 | 0 (era 4 082) | — | — | venduta |
| Exxon Mobil Corporation US:XOM | 0 (era 142 108) | — | — | venduta |
| Illinois Tool Works Inc US:ITW | 0 (era 755) | — | — | venduta |
| iShares S&P 500 Value ETF US:IVE · ETF | 0 (era 1 048) | — | — | venduta |
| iShares Preferred and Income… US:PFF · ETF | 0 (era 9 376) | — | — | venduta |
| MP Materials Corp US:MP | 0 (era 3 999) | — | — | venduta |
| MICROVISION INC DEL CUSIP 594960304 | 0 (era 38 111) | — | — | venduta |
| Novo Nordisk A/S US:NVO | 0 (era 18 270) | — | — | venduta |
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