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Flputnam Investment Management Co
gestore patrimoniale · portafoglio $8.39 Mld · 655 posizioni · report al 30.06.2026
Posizioni Azionarie report per 30.06.2026, depositato il 06.08.2026; variazione — rispetto al 31.03.2026 · 569
| Società | Azioni | Valore | % del portafoglio | Variazione Trimestrale |
|---|---|---|---|---|
| Enterprise Products Partners… US:EPD | 0 (era 6 456) | — | — | venduta |
| iShares Russell 2500 ETF US:SMMD · ETF | 0 (era 2 733) | — | — | venduta |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 0 (era 1 101 717) | — | — | venduta |
| Visa Inc. Class A US:V | 0 (era 285 148) | — | — | venduta |
| BERKSHIRE HATHAWAY INC US:BRK-A | 0 (era 2) | — | — | venduta |
| HOLOGIC INC CUSIP 436440101 | 0 (era 12 275) | — | — | venduta |
| Micron Technology Inc US:MU | 0 (era 129 722) | — | — | venduta |
| Sprouts Farmers Market LLC US:SFM | 0 (era 4 963) | — | — | venduta |
| ELBIT SYS LTD CUSIP M3760D101 | 0 (era 335) | — | — | venduta |
| Coinbase Global Inc US:COIN | 0 (era 25 540) | — | — | venduta |
| iShares Russell 3000 ETF US:IWV · ETF | 0 (era 7 289) | — | — | venduta |
| Pinnacle West Capital Corp US:PNW | 0 (era 2 080) | — | — | venduta |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 0 (era 36 221) | — | — | venduta |
| Amazon.com, Inc. US:AMZN | 0 (era 617 280) | — | — | venduta |
| First Trust RBA American Ind… US:AIRR · ETF | 0 (era 31 024) | — | — | venduta |
| Janus Detroit Street Trust -… US:JAAA · ETF | 0 (era 22 866) | — | — | venduta |
| Schlumberger NV US:SLB | 0 (era 46 054) | — | — | venduta |
| Williams Companies Inc US:WMB | 0 (era 363 057) | — | — | venduta |
| Brookfield Corporation US:BN | 0 (era 6 121) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPT · ETF | 0 (era 7 962) | — | — | venduta |
| Nextera Energy Inc US:NEE | 0 (era 360 749) | — | — | venduta |
| Thermo Fisher Scientific Inc US:TMO | 0 (era 34 791) | — | — | venduta |
| Dell Technologies Inc. US:DELL | 0 (era 31 853) | — | — | venduta |
| iShares MSCI EAFE Value ETF US:EFV · ETF | 0 (era 6 685) | — | — | venduta |
| Reliance Steel & Aluminum Co US:RS | 0 (era 1 593) | — | — | venduta |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 0 (era 2 451) | — | — | venduta |
| Applovin Corp US:APP | 0 (era 67 560) | — | — | venduta |
| GE Aerospace US:GE | 0 (era 31 174) | — | — | venduta |
| MP Materials Corp US:MP | 0 (era 150 400) | — | — | venduta |
| Financial Select Sector SPDR… US:XLF · ETF | 0 (era 19 966) | — | — | venduta |
| COCA-COLA EUROPACIFIC PARTNE CUSIP G25839104 | 0 (era 4 882) | — | — | venduta |
| Caterpillar Inc US:CAT | 0 (era 18 894) | — | — | venduta |
| iShares iBoxx $ Investment G… US:LQD · ETF | 0 (era 68 663) | — | — | venduta |
| Ormat Technologies Inc US:ORA | 0 (era 8 810) | — | — | venduta |
| United Rentals Inc US:URI | 0 (era 3 208) | — | — | venduta |
| Advanced Micro Devices Inc US:AMD | 0 (era 91 164) | — | — | venduta |
| Advanced Energy Industries I… US:AEIS | 0 (era 4 782) | — | — | venduta |
| Equinix Inc US:EQIX | 0 (era 373) | — | — | venduta |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 0 (era 128 256) | — | — | venduta |
| SPDR Portfolio Intermediate… US:SPTI · ETF | 0 (era 470 046) | — | — | venduta |
| Vistra Corp. US:VST | 0 (era 10 913) | — | — | venduta |
| BERKSHIRE HATHAWAY INC US:BRK-A | 0 (era 26 992) | — | — | venduta |
| The Home Depot Inc US:HD | 0 (era 98 187) | — | — | venduta |
| Mid-America Apartment Commun… US:MAA | 0 (era 3 454) | — | — | venduta |
| Sprott Physical Gold and Sil… US:CEF · ETF | 0 (era 45 378) | — | — | venduta |
| ASML HLDG NV CUSIP N07059210 | 0 (era 11 867) | — | — | venduta |
| Colgate-Palmolive Company US:CL | 0 (era 196 823) | — | — | venduta |
| iShares U.S. Technology ETF US:IYW · ETF | 0 (era 2 629) | — | — | venduta |
| Primerica Inc US:PRI | 0 (era 1 187) | — | — | venduta |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 0 (era 8 476) | — | — | venduta |
| American Electric Power Co I… US:AEP | 0 (era 19 167) | — | — | venduta |
| First Trust Preferred Securi… US:FPE · ETF | 0 (era 199 061) | — | — | venduta |
| Johnson & Johnson US:JNJ | 0 (era 67 816) | — | — | venduta |
| SCHWAB CHARLES CORP US:SCHW | 0 (era 321 887) | — | — | venduta |
| Wipro Limited ADR US:WIT · certificato di deposito | 0 (era 10 742) | — | — | venduta |
| CBRE Group Inc Class A US:CBRE | 0 (era 142 731) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPM · ETF | 0 (era 10 300) | — | — | venduta |
| Nike Inc US:NKE | 0 (era 8 120) | — | — | venduta |
| 3M Company US:MMM | 0 (era 5 395) | — | — | venduta |
| Devon Energy Corporation US:DVN | 0 (era 46 264) | — | — | venduta |
| iShares Silver Trust US:SLV · ETF | 0 (era 8 118) | — | — | venduta |
| RELX PLC US:RELX · certificato di deposito | 0 (era 6 397) | — | — | venduta |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 0 (era 1 054) | — | — | venduta |
| Archer-Daniels-Midland Compa… US:ADM | 0 (era 34 427) | — | — | venduta |
| General Mills Inc US:GIS | 0 (era 32 368) | — | — | venduta |
| Manulife Financial Corp US:MFC | 0 (era 8 815) | — | — | venduta |
| Industrial Select Sector SPD… US:XLI · ETF | 0 (era 5 716) | — | — | venduta |
| EATON CORP PLC CUSIP G29183103 | 0 (era 91 823) | — | — | venduta |
| Cheniere Energy Inc US:LNG | 0 (era 46 933) | — | — | venduta |
| iShares S&P 500 Growth ETF US:IVW · ETF | 0 (era 16 494) | — | — | venduta |
| PJT Partners Inc US:PJT | 0 (era 67 611) | — | — | venduta |
| UNITEDHEALTH GROUP INC US:UNH | 0 (era 4 651) | — | — | venduta |
| Valero Energy Corporation US:VLO | 0 (era 47 049) | — | — | venduta |
| AeroVironment Inc US:AVAV | 0 (era 7 397) | — | — | venduta |
| Equinor ASA ADR US:EQNR · certificato di deposito | 0 (era 11 490) | — | — | venduta |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 0 (era 1 111 041) | — | — | venduta |
| SPDR® S&P Regional Banking E… US:KRE · ETF | 0 (era 44 900) | — | — | venduta |
| Vodafone Group PLC ADR US:VOD · certificato di deposito | 0 (era 12 158) | — | — | venduta |
| Biogen Inc US:BIIB | 0 (era 1 861) | — | — | venduta |
| Honeywell International Inc US:HON | 0 (era 42 801) | — | — | venduta |
| MITSUBISHI UFJ FINANCIAL GRO… US:MUFG · certificato di deposito | 0 (era 61 941) | — | — | venduta |
| STANLEY BLACK & DECKER, INC. US:SWK | 0 (era 22 741) | — | — | venduta |
| Comcast Holdings Corp US:CMCSA | 0 (era 212 784) | — | — | venduta |
| iShares U.S. Healthcare ETF US:IYH · ETF | 0 (era 5 219) | — | — | venduta |
| Procter & Gamble Company US:PG | 0 (era 103 810) | — | — | venduta |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 0 (era 7 486) | — | — | venduta |
| American Express Company US:AXP | 0 (era 19 447) | — | — | venduta |
| FT Cboe Vest S&P 500® Divide… US:KNG · ETF | 0 (era 13 519) | — | — | venduta |
| KLA Corporation US:KLAC | 0 (era 8 805) | — | — | venduta |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 0 (era 9 422) | — | — | venduta |
| WisdomTree U.S. Total Divide… US:DTD · ETF | 0 (era 4 787) | — | — | venduta |
| CDW Corp US:CDW | 0 (era 1 742) | — | — | venduta |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 0 (era 78 231) | — | — | venduta |
| Nomura Holdings, Inc. US:NMR · certificato di deposito | 0 (era 18 068) | — | — | venduta |
| Toll Brothers, Inc. US:TOL | 0 (era 1 755) | — | — | venduta |
| Dimensional ETF Trust - Dime… US:DFEM · ETF | 0 (era 21 982) | — | — | venduta |
| iShares Floating Rate Bond E… US:FLOT · ETF | 0 (era 1 286 338) | — | — | venduta |
| Republic Services Inc US:RSG | 0 (era 191 832) | — | — | venduta |
| Vanguard Real Estate Index F… US:VNQ · ETF | 0 (era 11 056) | — | — | venduta |
| Arista Networks US:ANET | 0 (era 166 285) | — | — | venduta |
| Genuine Parts Co US:GPC | 0 (era 7 986) | — | — | venduta |
| Marathon Petroleum Corp US:MPC | 0 (era 10 677) | — | — | venduta |
| Technology Select Sector SPD… US:XLK · ETF | 0 (era 20 928) | — | — | venduta |
| APTIV PLC CUSIP G3265R107 | 0 (era 48 237) | — | — | venduta |
| Chevron Corp US:CVX | 0 (era 99 695) | — | — | venduta |
| iShares S&P 500 Value ETF US:IVE · ETF | 0 (era 2 328) | — | — | venduta |
| PNC Financial Services Group… US:PNC | 0 (era 13 895) | — | — | venduta |
| PTC Inc US:PTC | 0 (era 84 824) | — | — | venduta |
| VanEck Gold Miners ETF US:GDX · ETF | 0 (era 5 178) | — | — | venduta |
| Aeye Inc US:LIDR | 0 (era 22 000) | — | — | venduta |
| Essential Utilities Inc US:WTRG | 0 (era 410 832) | — | — | venduta |
| iShares ESG Aware MSCI USA S… US:ESML · ETF | 0 (era 176 801) | — | — | venduta |
| SPDR® S&P Dividend ETF US:SDY · ETF | 0 (era 9 584) | — | — | venduta |
| Vulcan Materials Company US:VMC | 0 (era 1 333) | — | — | venduta |
| Blackstone Inc. US:BX | 0 (era 3 413) | — | — | venduta |
| HOULIHAN LOKEY, INC. US:HLI | 0 (era 173 532) | — | — | venduta |
| Mizuho Financial Group Inc. US:MFG · certificato di deposito | 0 (era 32 626) | — | — | venduta |
| State Street Corp US:STT | 0 (era 18 120) | — | — | venduta |
| ConocoPhillips US:COP | 0 (era 15 889) | — | — | venduta |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 0 (era 24 184) | — | — | venduta |
| Progressive Corp US:PGR | 0 (era 2 889) | — | — | venduta |
| Vanguard Financials Index Fu… US:VFH · ETF | 0 (era 3 541) | — | — | venduta |
| AMERICAN INTERNATIONAL GROUP… US:AIG | 0 (era 31 091) | — | — | venduta |
| First Trust Indxx Innovative… US:LEGR · ETF | 0 (era 16 578) | — | — | venduta |
| Kazia Therapeutics Ltd ADR US:KZIA · certificato di deposito | 0 (era 142 469) | — | — | venduta |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 0 (era 257 991) | — | — | venduta |
| WisdomTree Emerging Markets… US:DGS · ETF | 0 (era 9 038) | — | — | venduta |
| Cigna Corp US:CI | 0 (era 4 480) | — | — | venduta |
| Invesco AI and Next Gen Soft… US:IGPT · ETF | 0 (era 4 350) | — | — | venduta |
| Norfolk Southern Corporation US:NSC | 0 (era 12 552) | — | — | venduta |
| TOPBUILD COR CUSIP 89055F103 | 0 (era 2 030) | — | — | venduta |
| Dimensional ETF Trust - Dime… US:DISV · ETF | 0 (era 11 408) | — | — | venduta |
| iShares Core High Dividend E… US:HDV · ETF | 0 (era 3 613) | — | — | venduta |
| Resmed Inc US:RMD | 0 (era 5 546) | — | — | venduta |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 0 (era 6 209) | — | — | venduta |
| Automatic Data Processing In… US:ADP | 0 (era 23 159) | — | — | venduta |
| Gilead Sciences Inc US:GILD | 0 (era 138 526) | — | — | venduta |
| Marsh & McLennan Companies,… US:MRSH | 0 (era 51 870) | — | — | venduta |
| Communication Services Selec… US:XLC · ETF | 0 (era 8 887) | — | — | venduta |
| GRAB HOLDINGS LIMITED CUSIP G4124C109 | 0 (era 27 175) | — | — | venduta |
| Chipotle Mexican Grill Inc US:CMG | 0 (era 7 064) | — | — | venduta |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 0 (era 193 523) | — | — | venduta |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 0 (era 114 331) | — | — | venduta |
| PACCAR Inc US:PCAR | 0 (era 47 770) | — | — | venduta |
| VanEck Investment Grade Floa… US:FLTR · ETF | 0 (era 32 293) | — | — | venduta |
| Agilent Technologies Inc US:A | 0 (era 49 484) | — | — | venduta |
| Exelon Corporation US:EXC | 0 (era 96 364) | — | — | venduta |
| iShares ESG Screened S&P Mid… US:XJH · ETF | 0 (era 243 921) | — | — | venduta |
| SPDR Russell Small Cap Compl… US:SPMD · ETF | 0 (era 6 949) | — | — | venduta |
| W P Carey Inc US:WPC | 0 (era 26 302) | — | — | venduta |
| BlackRock Inc US:BLK | 0 (era 16 517) | — | — | venduta |
| Howmet Aerospace Inc US:HWM | 0 (era 1 679) | — | — | venduta |
| Mondelez International Inc US:MDLZ | 0 (era 8 627) | — | — | venduta |
| STRYKER CORP US:SYK | 0 (era 83 581) | — | — | venduta |
| Consolidated Edison Inc US:ED | 0 (era 20 868) | — | — | venduta |
| iShares Short-Term National… US:SUB · ETF | 0 (era 120 870) | — | — | venduta |
| Prologis Inc US:PLD | 0 (era 60 929) | — | — | venduta |
| Vanguard Health Care Index F… US:VHT · ETF | 0 (era 2 137) | — | — | venduta |
| American Tower Corp US:AMT | 0 (era 2 101) | — | — | venduta |
| FlexShares® High Yield Value… US:HYGV · ETF | 0 (era 7 881) | — | — | venduta |
| Zevra Therapeutics Inc. US:ZVRA | 0 (era 350 501) | — | — | venduta |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 0 (era 70 840) | — | — | venduta |
| WisdomTree U.S. MidCap Divid… US:DON · ETF | 0 (era 10 684) | — | — | venduta |
| CME GROUP INC. US:CME | 0 (era 13 624) | — | — | venduta |
| Iovance Biotherapeutics Inc US:IOVA | 0 (era 25 950) | — | — | venduta |
| Northrop Grumman Corporation US:NOC | 0 (era 2 039) | — | — | venduta |
| Toyota Motor Corporation ADR US:TM · certificato di deposito | 0 (era 4 435) | — | — | venduta |
| DIMENSIONAL ETF TRUST CUSIP 25434V815 | 0 (era 14 580) | — | — | venduta |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 0 (era 5 688) | — | — | venduta |
| Rocket Lab USA Inc. US:RKLB | 0 (era 4 229) | — | — | venduta |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 0 (era 12 327) | — | — | venduta |
| AutoZone Inc US:AZO | 0 (era 70) | — | — | venduta |
| GSK plc US:GSK · certificato di deposito | 0 (era 8 801) | — | — | venduta |
| MARRIOTT INTERNATIONAL INC /… US:MAR | 0 (era 718) | — | — | venduta |
| Utilities Select Sector SPDR… US:XLU · ETF | 0 (era 8 133) | — | — | venduta |
| JANUS HENDERSON GROUP PLC CUSIP G4474Y214 | 0 (era 39 882) | — | — | venduta |
| Chunghwa Telecom Co Ltd US:CHT · certificato di deposito | 0 (era 8 860) | — | — | venduta |
| iShares MSCI EAFE ETF US:EFA · ETF | 0 (era 241 410) | — | — | venduta |
| Palantir Technologies Inc. US:PLTR | 0 (era 12 241) | — | — | venduta |
| VanEck Low Carbon Energy ETF US:SMOG · ETF | 0 (era 1 549) | — | — | venduta |
| Agnico Eagle Mines Limited US:AEM | 0 (era 1 604) | — | — | venduta |
| ExxonMobil Holdings Corp US:XOM | 0 (era 87 468) | — | — | venduta |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 0 (era 6 414) | — | — | venduta |
| SPDR® S&P Semiconductor ETF US:XSD · ETF | 0 (era 976) | — | — | venduta |
| WEC Energy Group Inc US:WEC | 0 (era 20 783) | — | — | venduta |
| Bloom Energy Corp US:BE | 0 (era 7 003) | — | — | venduta |
| Hubbell Inc US:HUBB | 0 (era 660) | — | — | venduta |
| Moodys Corporation US:MCO | 0 (era 843) | — | — | venduta |
| Sumitomo Mitsui Financial Gr… US:SMFG · certificato di deposito | 0 (era 33 675) | — | — | venduta |
| Constellation Energy Corp US:CEG | 0 (era 23 943) | — | — | venduta |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 0 (era 24 993) | — | — | venduta |
| ProShares UltraPro S&P500 US:UPRO · ETF | 0 (era 5 367) | — | — | venduta |
| Vanguard Information Technol… US:VGT · ETF | 0 (era 9 847) | — | — | venduta |
| American Water Works US:AWK | 0 (era 23 612) | — | — | venduta |
| FlexShares Quality Dividend… US:QDEF · ETF | 0 (era 25 194) | — | — | venduta |
| KEYCORP US:KEY | 0 (era 37 330) | — | — | venduta |
| Schwab U.S. Mid-Cap ETF US:SCHM · ETF | 0 (era 27 928) | — | — | venduta |
| WisdomTree International Hig… US:DTH · ETF | 0 (era 14 004) | — | — | venduta |
| CSX Corporation US:CSX | 0 (era 10 864) | — | — | venduta |
| IQVIA Holdings Inc US:IQV | 0 (era 2 066) | — | — | venduta |
| Novartis AG ADR US:NVS · certificato di deposito | 0 (era 9 937) | — | — | venduta |
| Tractor Supply Company US:TSCO | 0 (era 10 805) | — | — | venduta |
| Walt Disney Co US:DIS | 0 (era 24 298) | — | — | venduta |
| iShares 0-5 Year TIPS Bond E… US:STIP · ETF | 0 (era 935 426) | — | — | venduta |
| ROCKWELL AUTOMATION, INC US:ROK | 0 (era 2 022) | — | — | venduta |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 0 (era 4 115) | — | — | venduta |
| AVALONBAY CMNTYS INC CUSIP 053484101 | 0 (era 2 208) | — | — | venduta |
| Global X Copper Miners ETF US:COPX · ETF | 0 (era 5 235) | — | — | venduta |
| Martin Marietta Materials In… US:MLM | 0 (era 432) | — | — | venduta |
| Sempra Energy US:SRE | 0 (era 23 835) | — | — | venduta |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 0 (era 5 570) | — | — | venduta |
| CIENA CORP US:CIEN | 0 (era 35 767) | — | — | venduta |
| LINDE PLC CUSIP G54950103 | 0 (era 7 764) | — | — | venduta |
| Cincinnati Financial Corpora… US:CINF | 0 (era 11 356) | — | — | venduta |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 0 (era 3 587) | — | — | venduta |
| Palo Alto Networks Inc US:PANW | 0 (era 98 462) | — | — | venduta |
| VanEck Morningstar Wide Moat… US:MOAT · ETF | 0 (era 39 391) | — | — | venduta |
| Air Products and Chemicals I… US:APD | 0 (era 12 388) | — | — | venduta |
| Meta Platforms, Inc. US:META | 0 (era 82 170) | — | — | venduta |
| iShares® ESG Advanced MSCI U… US:USXF · ETF | 0 (era 11 588) | — | — | venduta |
| SPDR® S&P Biotech ETF US:XBI · ETF | 0 (era 13 517) | — | — | venduta |
| Westinghouse Air Brake Techn… US:WAB | 0 (era 30 873) | — | — | venduta |
| The Boeing Company US:BA | 0 (era 1 505) | — | — | venduta |
| IDEXX Laboratories Inc US:IDXX | 0 (era 15 219) | — | — | venduta |
| MORGAN STANLEY US:MS | 0 (era 241 047) | — | — | venduta |
| SYSCO CORP US:SYY | 0 (era 39 750) | — | — | venduta |
| Corning Incorporated US:GLW | 0 (era 142 418) | — | — | venduta |
| iShares MSCI ACWI ETF US:ACWI · ETF | 0 (era 3 089) | — | — | venduta |
| ProShares S&P 500 Dividend A… US:NOBL · ETF | 0 (era 3 592) | — | — | venduta |
| Vanguard Materials Index Fun… US:VAW · ETF | 0 (era 3 144) | — | — | venduta |
| Cencora, Inc. US:COR | 0 (era 6 943) | — | — | venduta |
| Fomento Economico Mexicano US:FMX · certificato di deposito | 0 (era 3 898) | — | — | venduta |
| Kimberly-Clark Corporation US:KMB | 0 (era 12 232) | — | — | venduta |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 0 (era 17 330) | — | — | venduta |
| SPDR® Gold MiniShares® US:GLDM · ETF | 0 (era 6 779) | — | — | venduta |
| CVS Health Corp US:CVS | 0 (era 32 200) | — | — | venduta |
| Iron Mountain Incorporated US:IRM | 0 (era 1 969) | — | — | venduta |
| Nucor Corp US:NUE | 0 (era 1 218) | — | — | venduta |
| Tradeweb Markets Inc US:TW | 0 (era 3 245) | — | — | venduta |
| Dover Corporation US:DOV | 0 (era 4 461) | — | — | venduta |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 0 (era 15 109) | — | — | venduta |
| Ross Stores Inc US:ROST | 0 (era 1 163) | — | — | venduta |
| Vanguard Extended Market Ind… US:VXF · ETF | 0 (era 4 263) | — | — | venduta |
| BWX Technologies Inc US:BWXT | 0 (era 4 373) | — | — | venduta |
| Globus Medical US:GMED | 0 (era 2 982) | — | — | venduta |
| Marvell Technology, Inc. US:MRVL | 0 (era 111 420) | — | — | venduta |
| ServiceNow Inc US:NOW | 0 (era 5 402) | — | — | venduta |
| Sherwin-Williams Co US:SHW | 0 (era 46 083) | — | — | venduta |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (era 101 402) | — | — | venduta |
| Cisco Systems Inc US:CSCO | 0 (era 301 707) | — | — | venduta |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 0 (era 3 512) | — | — | venduta |
| Parker-Hannifin Corporation US:PH | 0 (era 16 395) | — | — | venduta |
| Vanguard Dividend Appreciati… US:VIG · ETF | 0 (era 55 255) | — | — | venduta |
| Alcoa Corp US:AA | 0 (era 103 716) | — | — | venduta |
| Fair Isaac Corporation US:FICO | 0 (era 245) | — | — | venduta |
| Itron Inc US:ITRI | 0 (era 84 489) | — | — | venduta |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 0 (era 3 343) | — | — | venduta |
| Walmart Inc. US:WMT | 0 (era 93 982) | — | — | venduta |
| Bondbloxx ETF Trust - JP Mor… US:XEMD · ETF | 0 (era 297 147) | — | — | venduta |
| Illinois Tool Works Inc US:ITW | 0 (era 12 985) | — | — | venduta |
| Motorola Solutions Inc US:MSI | 0 (era 25 277) | — | — | venduta |
| The TJX Companies Inc US:TJX | 0 (era 391 867) | — | — | venduta |
| COSTCO WHOLESALE CORP /NEW US:COST | 0 (era 60 783) | — | — | venduta |
| iShares MSCI EAFE Small-Cap… US:SCZ · ETF | 0 (era 13 143) | — | — | venduta |
| Public Service Enterprise Gr… US:PEG | 0 (era 2 766) | — | — | venduta |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 0 (era 40 551) | — | — | venduta |
| Ameriprise Financial Inc US:AMP | 0 (era 4 772) | — | — | venduta |
| FORD MOTOR CO US:F | 0 (era 161 562) | — | — | venduta |
| El Paso Energy Capital Trust… US:KMI | 0 (era 13 737) | — | — | venduta |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 0 (era 9 186) | — | — | venduta |
| XPO Logistics Inc US:XPO | 0 (era 3 645) | — | — | venduta |
| Cadence Design Systems Inc US:CDNS | 0 (era 5 458) | — | — | venduta |
| iShares Gold Trust US:IAU · ETF | 0 (era 146 251) | — | — | venduta |
| Nuveen Select Tax-Free Incom… US:NXP | 0 (era 32 261) | — | — | venduta |
| The Travelers Companies Inc US:TRV | 0 (era 4 103) | — | — | venduta |
| Duke Energy CORP US:DUK | 0 (era 6 884) | — | — | venduta |
| iShares MSCI USA Value Facto… US:VLUE · ETF | 0 (era 5 517) | — | — | venduta |
| Royal Bank of Canada US:RY | 0 (era 1 522) | — | — | venduta |
| Vanguard Growth Index Fund E… US:VUG · ETF | 0 (era 6 564) | — | — | venduta |
| BNY Mellon Municipal Interme… US:BKMI · ETF | 0 (era 24 423) | — | — | venduta |
| Global X 1-3 Month T-Bill ET… US:CLIP · ETF | 0 (era 25 582) | — | — | venduta |
| Mastercard Inc US:MA | 0 (era 42 687) | — | — | venduta |
| Shopify Inc US:SHOP | 0 (era 3 913) | — | — | venduta |
| NVENT ELEC PLC CUSIP G6700G107 | 0 (era 74 580) | — | — | venduta |
| Cintas Corporation US:CTAS | 0 (era 4 095) | — | — | venduta |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 0 (era 18 803) | — | — | venduta |
| Paychex Inc US:PAYX | 0 (era 9 757) | — | — | venduta |
| Vanguard Total International… US:VXUS · ETF | 0 (era 13 444) | — | — | venduta |
| The Allstate Corporation US:ALL | 0 (era 4 642) | — | — | venduta |
| Fastenal Company US:FAST | 0 (era 8 464) | — | — | venduta |
| JPMorgan Chase & Co. US:JPM | 0 (era 345 943) | — | — | venduta |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 0 (era 8 516) | — | — | venduta |
| Warner Bros. Discovery, Inc. US:WBD | 0 (era 7 293) | — | — | venduta |
| Booking Holdings Inc US:BKNG | 0 (era 5 649) | — | — | venduta |
| IQ MacKay Municipal Intermed… US:MMIT · ETF | 0 (era 503 000) | — | — | venduta |
| NRG Energy Inc. US:NRG | 0 (era 20 693) | — | — | venduta |
| T-Mobile US Inc US:TMUS | 0 (era 95 438) | — | — | venduta |
| CrowdStrike Holdings, Inc. US:CRWD | 0 (era 2 467) | — | — | venduta |
| iShares California Muni Bond… US:CMF · ETF | 0 (era 4 193) | — | — | venduta |
| Public Storage US:PSA | 0 (era 83 609) | — | — | venduta |
| Vanguard Russell 3000 Index… US:VTHR · ETF | 0 (era 957) | — | — | venduta |
| Ametek Inc US:AME | 0 (era 1 760) | — | — | venduta |
| Fortune Brands Innovations I… US:FBIN | 0 (era 93 675) | — | — | venduta |
| Kroger Company US:KR | 0 (era 86 708) | — | — | venduta |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 0 (era 47 164) | — | — | venduta |
| Xylem Inc US:XYL | 0 (era 55 689) | — | — | venduta |
| Capital Group Growth ETF US:CGGR · ETF | 0 (era 27 105) | — | — | venduta |
| iShares Emerging Markets Div… US:DVYE · ETF | 0 (era 9 375) | — | — | venduta |
| NVIDIA Corporation US:NVDA | 0 (era 1 577 690) | — | — | venduta |
| Trevi Therapeutics Inc US:TRVI | 0 (era 1 063 301) | — | — | venduta |
| EOG RESOURCES INC US:EOG | 0 (era 9 186) | — | — | venduta |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 0 (era 11 688) | — | — | venduta |
| Shell PLC US:SHEL · certificato di deposito | 0 (era 11 761) | — | — | venduta |
| Vanguard Value Index Fund ET… US:VTV · ETF | 0 (era 13 509) | — | — | venduta |
| Badger Meter Inc US:BMI | 0 (era 5 865) | — | — | venduta |
| Goldman Sachs Group Inc US:GS | 0 (era 13 856) | — | — | venduta |
| Matador Resources Company US:MTDR | 0 (era 3 440) | — | — | venduta |
| MCCORMICK & CO INC US:MKC | 0 (era 4 100) | — | — | venduta |
| Simon Property Group Inc US:SPG | 0 (era 1 183) | — | — | venduta |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 0 (era 10 814) | — | — | venduta |
| CITIGROUP INC US:C | 0 (era 6 351) | — | — | venduta |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 0 (era 1 571 330) | — | — | venduta |
| Payoneer Global Inc US:PAYO | 0 (era 214 042) | — | — | venduta |
| Vanguard ESG International S… US:VSGX · ETF | 0 (era 7 906) | — | — | venduta |
| Ally Financial Inc US:ALLY | 0 (era 51 025) | — | — | venduta |
| FEDEX CORP US:FDX | 0 (era 5 547) | — | — | venduta |
| Jabil Circuit Inc US:JBL | 0 (era 24 496) | — | — | venduta |
| SPDR Barclays Short Term Tre… US:SPTS · ETF | 0 (era 2 404 382) | — | — | venduta |
| Waste Management Inc US:WM | 0 (era 1 507) | — | — | venduta |
| BorgWarner Inc US:BWA | 0 (era 26 733) | — | — | venduta |
| Intel Corporation US:INTC | 0 (era 299 842) | — | — | venduta |
| NASDAQ, INC. US:NDAQ | 0 (era 26 834) | — | — | venduta |
| Taiwan Semiconductor Manufac… US:TSM · certificato di deposito | 0 (era 72 333) | — | — | venduta |
| Cummins Inc US:CMI | 0 (era 8 166) | — | — | venduta |
| iShares National Muni Bond E… US:MUB · ETF | 0 (era 57 059) | — | — | venduta |
| QUALCOMM INC/DE US:QCOM | 0 (era 62 579) | — | — | venduta |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 0 (era 2 719) | — | — | venduta |
| Amgen Inc US:AMGN | 0 (era 57 303) | — | — | venduta |
| Fox Corp US:FOXA | 0 (era 82 816) | — | — | venduta |
| L3Harris Technologies Inc US:LHX | 0 (era 11 018) | — | — | venduta |
| Schwab International Equity… US:SCHF · ETF | 0 (era 48 186) | — | — | venduta |
| Yum! Brands Inc US:YUM | 0 (era 2 239) | — | — | venduta |
| Capital Group Core Equity ET… US:CGUS · ETF | 0 (era 11 237) | — | — | venduta |
| iShares MSCI Israel ETF US:EIS · ETF | 0 (era 2 111) | — | — | venduta |
| Nutrien Ltd US:NTR | 0 (era 5 691) | — | — | venduta |
| Truist Financial Corp US:TFC | 0 (era 7 651) | — | — | venduta |
| AFLAC INC US:AFL | 0 (era 24 134) | — | — | venduta |
| Ecolab Inc US:ECL | 0 (era 5 553) | — | — | venduta |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 0 (era 5 018 186) | — | — | venduta |
| Ryanair Holdings PLC ADR US:RYAAY · certificato di deposito | 0 (era 9 409) | — | — | venduta |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 0 (era 7 076) | — | — | venduta |
| Baker Hughes Co US:BKR | 0 (era 132 543) | — | — | venduta |
| HF Sinclair Corp US:DINO | 0 (era 4 020) | — | — | venduta |
| HCA Healthcare, Inc. US:HCA | 0 (era 764) | — | — | venduta |
| McDonald’s Corporation US:MCD | 0 (era 35 248) | — | — | venduta |
| The J. M. Smucker Company US:SJM | 0 (era 14 539) | — | — | venduta |
| SMURFIT WESTROCK PLC CUSIP G8267P108 | 0 (era 46 720) | — | — | venduta |
| Citizens Financial Group, In… US:CFG | 0 (era 125 380) | — | — | venduta |
| iShares Biotechnology ETF US:IBB · ETF | 0 (era 2 099) | — | — | venduta |
| Penske Automotive Group Inc US:PAG | 0 (era 10 935) | — | — | venduta |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 0 (era 289 996) | — | — | venduta |
| Alnylam Pharmaceuticals Inc US:ALNY | 0 (era 2 741) | — | — | venduta |
| Fidelity® International High… US:FIDI · ETF | 0 (era 70 805) | — | — | venduta |
| JPMorgan BetaBuilders Japan… US:BBJP · ETF | 0 (era 6 146) | — | — | venduta |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 0 (era 2 435) | — | — | venduta |
| Waters Corporation US:WAT | 0 (era 772) | — | — | venduta |
| Boston Beer Company Inc US:SAM | 0 (era 2 024) | — | — | venduta |
| Intercontinental Exchange In… US:ICE | 0 (era 16 639) | — | — | venduta |
| National Fuel Gas Company US:NFG | 0 (era 29 188) | — | — | venduta |
| TAL Education Group US:TAL · certificato di deposito | 0 (era 47 234) | — | — | venduta |
| Xtrackers MSCI USA ESG Leade… US:USSG · ETF | 0 (era 4 285) | — | — | venduta |
| iShares MSCI KLD 400 Social… US:DSI · ETF | 0 (era 4 529) | — | — | venduta |
| Quanta Services Inc US:PWR | 0 (era 16 169) | — | — | venduta |
| Vanguard Russell 1000 Growth… US:VONG · ETF | 0 (era 3 069) | — | — | venduta |
| Amphenol Corporation US:APH | 0 (era 117 501) | — | — | venduta |
| Franco-Nevada Corporation US:FNV | 0 (era 895) | — | — | venduta |
| Lam Research Corp US:LRCX | 0 (era 385 074) | — | — | venduta |
| Schwab Intermediate-Term U.S… US:SCHR · ETF | 0 (era 20 596) | — | — | venduta |
| Yum China Holdings Inc US:YUMC | 0 (era 32 595) | — | — | venduta |
| Capital Group Dividend Value… US:CGDV · ETF | 0 (era 23 569) | — | — | venduta |
| iShares S&P 100 ETF US:OEF · ETF | 0 (era 1 420) | — | — | venduta |
| Nuveen ESG Large-Cap Value E… US:NULV · ETF | 0 (era 13 117) | — | — | venduta |
| Tyler Technologies Inc US:TYL | 0 (era 733) | — | — | venduta |
| AT&T Inc. US:T | 0 (era 131 530) | — | — | venduta |
| Edwards Lifesciences Corp US:EW | 0 (era 4 270) | — | — | venduta |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 0 (era 1 209 143) | — | — | venduta |
| S&P Global Inc US:SPGI | 0 (era 2 142) | — | — | venduta |
| Vanguard Total Stock Market… US:VTI · ETF | 0 (era 158 272) | — | — | venduta |
| Banco Bilbao Viscaya Argenta… US:BBVA · certificato di deposito | 0 (era 10 035) | — | — | venduta |
| Banco Santander S.A. US:SAN · certificato di deposito | 0 (era 17 466) | — | — | venduta |
| HSBC Holdings PLC US:HSBC · certificato di deposito | 0 (era 6 065) | — | — | venduta |
| McKesson Corporation US:MCK | 0 (era 47 778) | — | — | venduta |
| Snap-On Inc US:SNA | 0 (era 16 741) | — | — | venduta |
| TE CONNECTIVITY PLC CUSIP G87052109 | 0 (era 46 603) | — | — | venduta |
| Clearway Energy, Inc. US:CWEN | 0 (era 123 286) | — | — | venduta |
| iShares Russell 1000 Value E… US:IWD · ETF | 0 (era 13 373) | — | — | venduta |
| PepsiCo Inc US:PEP | 0 (era 20 227) | — | — | venduta |
| Vanguard High Dividend Yield… US:VYM · ETF | 0 (era 19 058) | — | — | venduta |
| Alphabet Inc. US:GOOG | 0 (era 240 297) | — | — | venduta |
| Fidelity® MSCI Information T… US:FTEC · ETF | 0 (era 2 312) | — | — | venduta |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 0 (era 21 548) | — | — | venduta |
| SPDR® S&P 500 Fossil Fuel Re… US:SPYX · ETF | 0 (era 70 599) | — | — | venduta |
| Watsco Inc US:WSO | 0 (era 808) | — | — | venduta |
| Boston Scientific Corp US:BSX | 0 (era 108 824) | — | — | venduta |
| International Business Machi… US:IBM | 0 (era 55 118) | — | — | venduta |
| New England Power Company PF… US:NGG · certificato di deposito | 0 (era 23 661) | — | — | venduta |
| Tanger Factory Outlet Center… US:SKT | 0 (era 10 330) | — | — | venduta |
| DR Horton Inc US:DHI | 0 (era 3 152) | — | — | venduta |
| iShares Intermediate Governm… US:GVI · ETF | 0 (era 161 321) | — | — | venduta |
| Rbb Fund Inc - Us Treasury 3… US:TBIL · ETF | 0 (era 415 367) | — | — | venduta |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 0 (era 544 060) | — | — | venduta |
| Amprius Technologies Inc. US:AMPX | 0 (era 56 604) | — | — | venduta |
| Freeport-McMoran Copper & Go… US:FCX | 0 (era 160 647) | — | — | venduta |
| Liberty Media Corporation Se… US:FWONK | 0 (era 65 707) | — | — | venduta |
| Materials Select Sector SPDR… US:XLB · ETF | 0 (era 4 281) | — | — | venduta |
| Zoetis Inc US:ZTS | 0 (era 1 782) | — | — | venduta |
| Capital Group Dividend Growe… US:CGDG · ETF | 0 (era 58 097) | — | — | venduta |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 0 (era 40 044) | — | — | venduta |
| O’Reilly Automotive Inc US:ORLY | 0 (era 190 228) | — | — | venduta |
| Tyson Foods Inc US:TSN | 0 (era 27 493) | — | — | venduta |
| ASE Technology Holding Co.,… US:ASX · certificato di deposito | 0 (era 148 992) | — | — | venduta |
| EMCOR Group Inc US:EME | 0 (era 15 584) | — | — | venduta |
| iShares MSCI Emerging Market… US:EMXC · ETF | 0 (era 2 949) | — | — | venduta |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 0 (era 76 773) | — | — | venduta |
| Veralto Corporation US:VLTO | 0 (era 118 620) | — | — | venduta |
| VeriSign Inc US:VRSN | 0 (era 2 140) | — | — | venduta |
| Bank of America Corp US:BAC | 0 (era 716 882) | — | — | venduta |
| Hannon Armstrong Sustainable… US:HASI | 0 (era 24 737) | — | — | venduta |
| MERCK & CO INC US:MRK | 0 (era 250 923) | — | — | venduta |
| Snowflake Inc. US:SNOW | 0 (era 5 849) | — | — | venduta |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 0 (era 24 248) | — | — | venduta |
| CLOROX CO DEL US:CLX | 0 (era 5 822) | — | — | venduta |
| iShares Russell 1000 Growth… US:IWF · ETF | 0 (era 26 341) | — | — | venduta |
| Pfizer Inc US:PFE | 0 (era 110 152) | — | — | venduta |
| Vanguard Total International… US:BNDX · ETF | 0 (era 6 027) | — | — | venduta |
| Alphabet Inc. US:GOOGL | 0 (era 654 470) | — | — | venduta |
| Fidelity® High Dividend ETF US:FDVV · ETF | 0 (era 19 791) | — | — | venduta |
| J.P. Morgan Exchange-Traded… US:JMST · ETF | 0 (era 648 605) | — | — | venduta |
| SPDR® MSCI EAFE Fossil Fuel… US:EFAX · ETF | 0 (era 349 248) | — | — | venduta |
| WELLS FARGO & COMPANY/MN US:WFC | 0 (era 52 488) | — | — | venduta |
| SRH Total Return Fund Inc. US:STEW | 0 (era 37 673) | — | — | venduta |
| Invesco QQQ Trust US:QQQ · ETF | 0 (era 45 890) | — | — | venduta |
| NervGen Pharma Corp. US:NGEN | 0 (era 10 200) | — | — | venduta |
| Target Corporation US:TGT | 0 (era 6 230) | — | — | venduta |
| Danaher Corporation US:DHR | 0 (era 13 805) | — | — | venduta |
| iShares 5-10 Year Investment… US:IGIB · ETF | 0 (era 37 219) | — | — | venduta |
| RPM International Inc US:RPM | 0 (era 2 098) | — | — | venduta |
| Vanguard Mortgage-Backed Sec… US:VMBS · ETF | 0 (era 7 752) | — | — | venduta |
| Analog Devices Inc US:ADI | 0 (era 414 531) | — | — | venduta |
| Arthur J Gallagher & Co US:AJG | 0 (era 8 728) | — | — | venduta |
| Eli Lilly and Company US:LLY | 0 (era 74 082) | — | — | venduta |
| Health Care Select Sector SP… US:XLV · ETF | 0 (era 4 819) | — | — | venduta |
| DEUTSCHE BK AG CUSIP D18190898 | 0 (era 8 157) | — | — | venduta |
| Capital One Financial Corpor… US:COF | 0 (era 9 646) | — | — | venduta |
| iShares TIPS Bond ETF US:TIP · ETF | 0 (era 4 082) | — | — | venduta |
| Occidental Petroleum Corpora… US:OXY | 0 (era 4 651) | — | — | venduta |
| U.S. Bancorp US:USB | 0 (era 14 014) | — | — | venduta |
| ABBOTT LABORATORIES US:ABT | 0 (era 77 360) | — | — | venduta |
| Emerson Electric Company US:EMR | 0 (era 156 122) | — | — | venduta |
| iShares ESG Aware MSCI EM ET… US:ESGE · ETF | 0 (era 557 433) | — | — | venduta |
| SPDR® Gold Shares US:GLD · ETF | 0 (era 10 369) | — | — | venduta |
| State Street SPDR Portfolio… US:SPDW · ETF | 0 (era 22 075) | — | — | venduta |
| Verizon Communications Inc US:VZ | 0 (era 233 032) | — | — | venduta |
| The Bank of New York Mellon… US:BNY | 0 (era 11 599) | — | — | venduta |
| HARTFORD INSURANCE GROUP, IN… US:HIG | 0 (era 40 785) | — | — | venduta |
| METLIFE INC US:MET | 0 (era 5 522) | — | — | venduta |
| Solstice Advanced Materials,… US:SOLS | 0 (era 7 707) | — | — | venduta |
| ALCON AG CUSIP H01301128 | 0 (era 9 234) | — | — | venduta |
| Cloudflare Inc US:NET | 0 (era 2 822) | — | — | venduta |
| iShares Russell 1000 ETF US:IWB · ETF | 0 (era 5 162) | — | — | venduta |
| Philip Morris International… US:PM | 0 (era 11 184) | — | — | venduta |
| Vanguard 0-3 Month Treasury… US:VBIL · ETF | 0 (era 67 311) | — | — | venduta |
| Oklo Inc. US:OKLO | 0 (era 10 759) | — | — | venduta |
| FIFTH THIRD BANCORP US:FITB | 0 (era 60 835) | — | — | venduta |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 0 (era 9 570) | — | — | venduta |
| SPDR® MSCI Emerging Markets… US:EEMX · ETF | 0 (era 147 082) | — | — | venduta |
| Welltower Inc US:WELL | 0 (era 3 625) | — | — | venduta |
| Bristol-Myers Squibb Company US:BMY | 0 (era 209 651) | — | — | venduta |
| Intuit Inc US:INTU | 0 (era 1 676) | — | — | venduta |
| Netflix Inc US:NFLX | 0 (era 28 231) | — | — | venduta |
| Tesla, Inc. US:TSLA | 0 (era 6 271) | — | — | venduta |
| DARDEN RESTAURANTS INC US:DRI | 0 (era 72 382) | — | — | venduta |
| iShares 1-5 Year Investment… US:IGSB · ETF | 0 (era 2 408 999) | — | — | venduta |
| RTX Corporation US:RTX | 0 (era 68 210) | — | — | venduta |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 0 (era 872 080) | — | — | venduta |
| Apollo Global Management LLC… US:APO | 0 (era 190 416) | — | — | venduta |
| GE Vernova LLC US:GEV | 0 (era 13 776) | — | — | venduta |
| Lockheed Martin Corporation US:LMT | 0 (era 8 865) | — | — | venduta |
| Consumer Staples Select Sect… US:XLP · ETF | 0 (era 4 235) | — | — | venduta |
| TOTALENERGIES SE CUSIP F92124100 | 0 (era 12 252) | — | — | venduta |
| Cardiff Oncology Inc US:CRDF | 0 (era 595 127) | — | — | venduta |
| iShares Core S&P 500 ETF US:IVV · ETF | 0 (era 1 228 966) | — | — | venduta |
| Omnicom Group Inc US:OMC | 0 (era 4 025) | — | — | venduta |
| Uber Technologies Inc US:UBER | 0 (era 4 190) | — | — | venduta |
| AbbVie Inc US:ABBV | 0 (era 156 370) | — | — | venduta |
| Enbridge Inc US:ENB | 0 (era 12 318) | — | — | venduta |
| iShares MSCI Intl Quality Fa… US:IQLT · ETF | 0 (era 60 760) | — | — | venduta |
| SPDR® ICE Preferred Securiti… US:PSK · ETF | 0 (era 8 105) | — | — | venduta |
| Vertex Pharmaceuticals Inc US:VRTX | 0 (era 39 498) | — | — | venduta |
| Barrick Mining Corporation US:B | 0 (era 108 593) | — | — | venduta |
| Hewlett Packard Enterprise C… US:HPE | 0 (era 16 966) | — | — | venduta |
| Microsoft Corporation US:MSFT | 0 (era 593 660) | — | — | venduta |
| Sony Corp US:SONY · certificato di deposito | 0 (era 27 282) | — | — | venduta |
| CHUBB LTD SWITZ CUSIP H1467J104 | 0 (era 23 669) | — | — | venduta |
| The Coca-Cola Company US:KO | 0 (era 380 210) | — | — | venduta |
| iShares Russell 2000 Growth… US:IWO · ETF | 0 (era 927) | — | — | venduta |
| Phillips 66 US:PSX | 0 (era 15 480) | — | — | venduta |
| Vanguard FTSE All-World ex-U… US:VSS · ETF | 0 (era 3 440) | — | — | venduta |
| Alvarium Tiedemann Holdings… US:ALTI | 0 (era 25 000) | — | — | venduta |
| First Trust WCM Internationa… US:WCMI · ETF | 0 (era 78 783) | — | — | venduta |
| JPMorgan Nasdaq Equity Premi… US:JEPQ · ETF | 0 (era 10 421) | — | — | venduta |
| Salesforce.com Inc US:CRM | 0 (era 14 726) | — | — | venduta |
| Wex Inc US:WEX | 0 (era 1 467) | — | — | venduta |
| Broadridge Financial Solutio… US:BR | 0 (era 11 389) | — | — | venduta |
| Intuitive Surgical Inc US:ISRG | 0 (era 2 114) | — | — | venduta |
| Newmont Goldcorp Corp US:NEM | 0 (era 7 219) | — | — | venduta |
| Texas Instruments Incorporat… US:TXN | 0 (era 15 832) | — | — | venduta |
| Deckers Outdoor Corporation US:DECK | 0 (era 2 386) | — | — | venduta |
| iShares Preferred and Income… US:PFF · ETF | 0 (era 7 506) | — | — | venduta |
| Realty Income Corporation US:O | 0 (era 6 719) | — | — | venduta |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 0 (era 21 876) | — | — | venduta |
| Apple Inc. US:AAPL | 0 (era 924 915) | — | — | venduta |
| Genelux Corporation US:GNLX | 0 (era 280 904) | — | — | venduta |
| Lowe's Companies Inc US:LOW | 0 (era 115 517) | — | — | venduta |
| Consumer Discretionary Selec… US:XLY · ETF | 0 (era 5 644) | — | — | venduta |
| ASTRAZENECA PLC CUSIP G0593M107 | 0 (era 148 419) | — | — | venduta |
| Cardinal Health Inc US:CAH | 0 (era 70 193) | — | — | venduta |
| iShares Core U.S. Aggregate… US:AGG · ETF | 0 (era 5 745) | — | — | venduta |
| ONEOK INC /NEW/ US:OKE | 0 (era 29 975) | — | — | venduta |
| Unilever PLC US:UL · certificato di deposito | 0 (era 9 467) | — | — | venduta |
| Adobe Systems Incorporated US:ADBE | 0 (era 2 686) | — | — | venduta |
| Enovix Corp US:ENVX | 0 (era 104 155) | — | — | venduta |
| iShares ESG USD Corporate Bo… US:SUSC · ETF | 0 (era 205 630) | — | — | venduta |
| iShares ESG 1-5 Year USD Cor… US:SUSB · ETF | 0 (era 375 638) | — | — | venduta |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 0 (era 5 865) | — | — | venduta |
| Vertiv Holdings Co US:VRT | 0 (era 8 515) | — | — | venduta |
| Becton Dickinson and Company US:BDX | 0 (era 2 560) | — | — | venduta |
| Hilton Worldwide Holdings In… US:HLT | 0 (era 819) | — | — | venduta |
| Microchip Technology Inc US:MCHP | 0 (era 3 447) | — | — | venduta |
| Southern Company US:SO | 0 (era 15 856) | — | — | venduta |
| UBS GROUP AG CUSIP H42097107 | 0 (era 19 462) | — | — | venduta |
| Cognizant Technology Solutio… US:CTSH | 0 (era 12 543) | — | — | venduta |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (era 42 383) | — | — | venduta |
| PIMCO Intermediate Municipal… US:MUNI · ETF | 0 (era 6 550) | — | — | venduta |
| Vanguard Total World Stock I… US:VT · ETF | 0 (era 2 872) | — | — | venduta |
| Altria Group US:MO | 0 (era 12 255) | — | — | venduta |
| First Trust North American E… US:EMLP · ETF | 0 (era 69 882) | — | — | venduta |
| Jacobs Solutions Inc. US:J | 0 (era 3 076) | — | — | venduta |
| SAP SE ADR US:SAP · certificato di deposito | 0 (era 1 611) | — | — | venduta |
| WEYERHAEUSER CO US:WY | 0 (era 92 717) | — | — | venduta |
| Broadcom Inc. US:AVGO | 0 (era 405 359) | — | — | venduta |
| Invesco Water Resources ETF US:PHO · ETF | 0 (era 5 575) | — | — | venduta |
| Nextpower Inc. US:NXT | 0 (era 7 065) | — | — | venduta |
| Texas Pacific Land Corp US:TPL | 0 (era 5 904) | — | — | venduta |
| Deere & Company US:DE | 0 (era 761) | — | — | venduta |
| iShares MSCI USA ESG Select US:SUSA · ETF | 0 (era 7 356) | — | — | venduta |
| Regeneron Pharmaceuticals In… US:REGN | 0 (era 454) | — | — | venduta |
| Vanguard S&P 500 ETF US:VOO · ETF | 0 (era 14 769) | — | — | venduta |
| Applied Materials Inc US:AMAT | 0 (era 44 674) | — | — | venduta |
| GENERAL DYNAMICS CORP US:GD | 0 (era 10 356) | — | — | venduta |
| M&T Bank Corporation US:MTB | 0 (era 12 133) | — | — | venduta |
| Energy Select Sector SPDR® F… US:XLE · ETF | 0 (era 8 865) | — | — | venduta |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 0 (era 16 253) | — | — | venduta |
| Carrier Global Corp US:CARR | 0 (era 13 195) | — | — | venduta |
| iShares MSCI Emerging Market… US:EEM · ETF | 0 (era 8 782) | — | — | venduta |
| Oracle Corporation US:ORCL | 0 (era 33 592) | — | — | venduta |
| Union Pacific Corporation US:UNP | 0 (era 116 369) | — | — | venduta |
| Aecom Technology Corporation US:ACM | 0 (era 302 038) | — | — | venduta |
| Entergy Corporation US:ETR | 0 (era 7 915) | — | — | venduta |
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