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Accredited Investors Inc.
gestore patrimoniale · portafoglio $2.33 Mld · 301 posizioni · report al 30.09.2026
Posizioni azionarie report per 30.09.2026, depositato il 03.11.2026; variazione — rispetto al 30.06.2026 · 318
| Società | Azioni | Valore | % del portafoglio | Variazione trimestrale |
|---|---|---|---|---|
| Avantis® International Small… US:AVDV · ETF | 2 679 024 | $293 Mln | 12.58% | −6 351 |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 2 150 898 | $178 Mln | 7.66% | +502 871 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 642 742 | $139 Mln | 5.96% | +58 744 |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 4 299 293 | $126 Mln | 5.41% | −144 553 |
| iShares Core S&P 500 ETF US:IVV · ETF | 146 088 | $112 Mln | 4.80% | +7 912 |
| iShares Russell 2000 ETF US:IWM · ETF | 390 718 | $109 Mln | 4.66% | +24 948 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 1 415 735 | $102 Mln | 4.37% | +20 821 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 706 246 | $96.1 Mln | 4.12% | +31 431 |
| Sezzle Inc. US:SEZL | 788 475 | $85.2 Mln | 3.66% | −18 967 |
| United Parcel Service Inc US:UPS | 783 762 | $73.2 Mln | 3.14% | −213 |
| Vanguard Short-Term Inflatio… US:VTIP · ETF | 1 391 218 | $68.5 Mln | 2.94% | +376 832 |
| Apple Inc. US:AAPL | 200 522 | $66.8 Mln | 2.87% | −1 025 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 89 | $66.5 Mln | 2.85% | −4 |
| Amazon.com, Inc. US:AMZN | 234 801 | $58.5 Mln | 2.51% | −674 |
| iShares MSCI EAFE ETF US:EFA · ETF | 532 894 | $55.4 Mln | 2.38% | −13 773 |
| iShares Russell 1000 Growth… US:IWF · ETF | 370 336 | $46.4 Mln | 1.99% | +6 534 |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 698 970 | $42.7 Mln | 1.83% | −2 754 |
| Vanguard Total World Stock I… US:VT · ETF | 219 282 | $34.6 Mln | 1.49% | −5 852 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 55 595 | $27.7 Mln | 1.19% | +4 293 |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 170 559 | $23.5 Mln | 1.01% | +259 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 329 785 | $23.3 Mln | 1.00% | +1 214 |
| Microsoft Corporation US:MSFT | 41 277 | $21.2 Mln | 0.91% | +87 |
| CH Robinson Worldwide Inc US:CHRW | 133 223 | $19.7 Mln | 0.85% | +3 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 23 342 | $17.8 Mln | 0.76% | −15 |
| iShares MSCI EAFE Value ETF US:EFV · ETF | 223 779 | $17.7 Mln | 0.76% | −7 747 |
| iShares ESG Aware MSCI USA S… US:ESML · ETF | 310 124 | $16.1 Mln | 0.69% | +7 974 |
| Roblox Corp US:RBLX | 376 574 | $16.0 Mln | 0.69% | — |
| NVIDIA Corporation US:NVDA | 64 965 | $14.8 Mln | 0.64% | +529 |
| Automatic Data Processing In… US:ADP | 52 745 | $13.6 Mln | 0.58% | +901 |
| Alphabet Inc. US:GOOG | 35 831 | $12.2 Mln | 0.52% | −450 |
| iShares ESG U.S. Aggregate B… US:EAGG · ETF | 248 113 | $11.2 Mln | 0.48% | −38 173 |
| Vanguard Mega Cap Growth Ind… US:MGK · ETF | 98 560 | $9.13 Mln | 0.39% | −1 182 |
| Old National Bancorp US:ONB | 366 671 | $9.03 Mln | 0.39% | +126 |
| Schwab Fundamental U.S. Smal… US:FNDA · ETF | 256 432 | $8.98 Mln | 0.39% | −10 020 |
| iShares MSCI USA ESG Select US:SUSA · ETF | 55 856 | $8.70 Mln | 0.37% | +3 588 |
| iShares ESG Advanced MSCI EA… US:DMXF · ETF | 100 724 | $8.53 Mln | 0.37% | −965 |
| Invesco FTSE RAFI US 1500 Sm… US:PRFZ · ETF | 159 848 | $8.36 Mln | 0.36% | −1 867 |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 28 165 | $8.01 Mln | 0.34% | +3 441 |
| Vanguard Total Stock Market… US:VTI · ETF | 20 348 | $7.62 Mln | 0.33% | −45 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 95 121 | $7.46 Mln | 0.32% | −12 681 |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 42 349 | $6.81 Mln | 0.29% | −646 |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 61 557 | $6.34 Mln | 0.27% | −1 642 |
| Alphabet Inc. US:GOOGL | 17 551 | $6.04 Mln | 0.26% | +404 |
| JPMorgan Chase & Co. US:JPM | 18 072 | $5.98 Mln | 0.26% | +561 |
| Vanguard S&P 500 ETF US:VOO · ETF | 8 372 | $5.87 Mln | 0.25% | +458 |
| 3M Company US:MMM | 32 568 | $5.35 Mln | 0.23% | +2 882 |
| iShares® ESG Advanced MSCI U… US:USXF · ETF | 71 981 | $4.90 Mln | 0.21% | +884 |
| UNITEDHEALTH GROUP INC US:UNH | 11 833 | $4.34 Mln | 0.19% | +14 |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 49 025 | $4.26 Mln | 0.18% | −17 243 |
| Invesco QQQ Trust US:QQQ · ETF | 5 659 | $4.19 Mln | 0.18% | −554 |
| Meta Platforms, Inc. US:META | 5 756 | $4.17 Mln | 0.18% | −514 |
| iShares ESG 1-5 Year USD Cor… US:SUSB · ETF | 149 257 | $3.65 Mln | 0.16% | −14 032 |
| U.S. Bancorp US:USB | 61 233 | $3.54 Mln | 0.15% | +3 628 |
| iShares Russell 1000 Value E… US:IWD · ETF | 14 252 | $3.53 Mln | 0.15% | −609 |
| Eli Lilly and Company US:LLY | 3 037 | $3.51 Mln | 0.15% | −114 |
| iShares MSCI KLD 400 Social… US:DSI · ETF | 23 880 | $3.49 Mln | 0.15% | +289 |
| General Mills Inc US:GIS | 108 369 | $3.49 Mln | 0.15% | −968 |
| Visa Inc. Class A US:V | 9 288 | $3.34 Mln | 0.14% | +966 |
| Vanguard Total International… US:VXUS · ETF | 38 083 | $3.24 Mln | 0.14% | −4 224 |
| Laboratory Corporation of Am… US:LH | 10 152 | $3.13 Mln | 0.13% | −498 |
| The Travelers Companies Inc US:TRV | 8 357 | $2.98 Mln | 0.13% | +57 |
| Exxon Mobil Corporation US:XOM | 18 198 | $2.96 Mln | 0.13% | nuova |
| iShares Russell 1000 ETF US:IWB · ETF | 6 915 | $2.88 Mln | 0.12% | — |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 17 206 | $2.86 Mln | 0.12% | +296 |
| Johnson & Johnson US:JNJ | 9 349 | $2.48 Mln | 0.11% | +1 397 |
| Costco Wholesale Corporation US:COST | 2 679 | $2.44 Mln | 0.10% | −43 |
| AbbVie Inc US:ABBV | 8 417 | $2.20 Mln | 0.09% | −522 |
| iShares Core U.S. Aggregate… US:AGG · ETF | 22 957 | $2.17 Mln | 0.09% | −9 149 |
| Tesla, Inc. US:TSLA | 6 083 | $2.16 Mln | 0.09% | +57 |
| iShares Trust - iShares ESG… US:EUSB · ETF | 51 448 | $2.14 Mln | 0.09% | +334 |
| Celcuity LLC US:CELC | 26 808 | $2.13 Mln | 0.09% | +1 090 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 58 454 | $2.10 Mln | 0.09% | +3 |
| Oracle Corporation US:ORCL | 14 643 | $2.01 Mln | 0.09% | +2 547 |
| Quanta Services Inc US:PWR | 3 098 | $1.99 Mln | 0.09% | +5 |
| MERCK & CO INC US:MRK | 13 589 | $1.97 Mln | 0.08% | +1 046 |
| Graco Inc US:GGG | 23 755 | $1.83 Mln | 0.08% | +16 |
| Micron Technology Inc US:MU | 1 679 | $1.79 Mln | 0.08% | +82 |
| SPDR® S&P International Smal… US:GWX · ETF | 38 415 | $1.75 Mln | 0.08% | −3 740 |
| Tactile Systems Technology I… US:TCMD | 78 432 | $1.75 Mln | 0.08% | −16 448 |
| GE Aerospace US:GE | 5 405 | $1.69 Mln | 0.07% | −225 |
| Cisco Systems Inc US:CSCO | 15 497 | $1.67 Mln | 0.07% | +2 546 |
| Bank of America Corp US:BAC | 30 385 | $1.65 Mln | 0.07% | −181 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 2 497 | $1.64 Mln | 0.07% | — |
| Broadcom Inc. US:AVGO | 4 607 | $1.62 Mln | 0.07% | −585 |
| Fastenal Company US:FAST | 32 633 | $1.62 Mln | 0.07% | +3 590 |
| Palo Alto Networks Inc US:PANW | 4 056 | $1.61 Mln | 0.07% | −46 |
| Procter & Gamble Company US:PG | 11 007 | $1.60 Mln | 0.07% | +1 037 |
| The Home Depot Inc US:HD | 5 568 | $1.58 Mln | 0.07% | −127 |
| Caterpillar Inc US:CAT | 1 941 | $1.57 Mln | 0.07% | +6 |
| Xcel Energy Inc US:XEL | 21 721 | $1.53 Mln | 0.07% | −691 |
| Avantis® International Equit… US:AVDE · ETF | 16 694 | $1.50 Mln | 0.06% | +317 |
| Walmart Inc. US:WMT | 14 372 | $1.49 Mln | 0.06% | +49 |
| Taiwan Semiconductor Manufac… US:TSM | 3 204 | $1.46 Mln | 0.06% | +67 |
| Target Corporation US:TGT | 9 115 | $1.43 Mln | 0.06% | +1 880 |
| American Express Company US:AXP | 4 683 | $1.42 Mln | 0.06% | +10 |
| iShares U.S. Technology ETF US:IYW · ETF | 5 307 | $1.41 Mln | 0.06% | — |
| iShares S&P 500 Growth ETF US:IVW · ETF | 9 622 | $1.37 Mln | 0.06% | −50 |
| Chevron Corp US:CVX | 6 676 | $1.36 Mln | 0.06% | +1 298 |
| Applied Materials Inc US:AMAT | 2 558 | $1.31 Mln | 0.06% | +4 |
| Cadence Design Systems Inc US:CDNS | 3 918 | $1.29 Mln | 0.06% | +4 |
| GE Vernova LLC US:GEV | 1 343 | $1.28 Mln | 0.05% | +23 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 5 253 | $1.23 Mln | 0.05% | −2 |
| Amgen Inc US:AMGN | 2 902 | $1.22 Mln | 0.05% | +779 |
| Ecolab Inc US:ECL | 4 373 | $1.20 Mln | 0.05% | +1 305 |
| Analog Devices Inc US:ADI | 2 946 | $1.17 Mln | 0.05% | +11 |
| Innovator S&P 500 Power Buff… US:PSEP · ETF | 24 500 | $1.15 Mln | 0.05% | — |
| PepsiCo Inc US:PEP | 9 053 | $1.15 Mln | 0.05% | +1 011 |
| Amphenol Corporation US:APH | 13 594 | $1.15 Mln | 0.05% | +6 812 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 5 137 | $1.14 Mln | 0.05% | — |
| Lam Research Corp US:LRCX | 3 465 | $1.14 Mln | 0.05% | +18 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 12 439 | $1.12 Mln | 0.05% | +553 |
| iShares Select Dividend ETF US:DVY · ETF | 7 353 | $1.12 Mln | 0.05% | −366 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 6 088 | $1.12 Mln | 0.05% | +944 |
| Marathon Petroleum Corp US:MPC | 2 764 | $1.09 Mln | 0.05% | +684 |
| Shopify Inc US:SHOP | 7 359 | $1.09 Mln | 0.05% | +38 |
| The Coca-Cola Company US:KO | 12 666 | $1.09 Mln | 0.05% | −634 |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 8 710 | $1.07 Mln | 0.05% | +13 |
| AON PLC CUSIP G0403H108 | 3 868 | $1.07 Mln | 0.05% | — |
| CACI International Inc US:CACI | 1 723 | $1.05 Mln | 0.05% | +5 |
| Technology Select Sector SPD… US:XLK · ETF | 5 350 | $1.05 Mln | 0.04% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 13 048 | $1.04 Mln | 0.04% | +70 |
| Intel Corporation US:INTC | 8 625 | $1.04 Mln | 0.04% | +2 669 |
| Schwab International Equity… US:SCHF · ETF | 37 220 | $1.02 Mln | 0.04% | +16 224 |
| ABBOTT LABORATORIES US:ABT | 9 945 | $983 k | 0.04% | −3 973 |
| McDonald’s Corporation US:MCD | 4 215 | $973 k | 0.04% | +473 |
| Philip Morris International… US:PM | 4 959 | $946 k | 0.04% | +113 |
| International Business Machi… US:IBM | 4 244 | $933 k | 0.04% | +1 561 |
| iShares Russell 2000 Growth… US:IWO · ETF | 2 606 | $930 k | 0.04% | — |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 10 736 | $918 k | 0.04% | +2 |
| Schwab 1000 ETF US:SCHK · ETF | 24 307 | $891 k | 0.04% | +15 554 |
| Tennant Company US:TNC | 13 197 | $887 k | 0.04% | +35 |
| American Century ETF Trust -… US:AVLV · ETF | 9 568 | $865 k | 0.04% | — |
| UMB Financial Corporation US:UMBF | 6 442 | $838 k | 0.04% | +3 |
| Walt Disney Co US:DIS | 7 950 | $834 k | 0.04% | +39 |
| iShares MSCI All Country Asi… US:AAXJ · ETF | 7 060 | $822 k | 0.04% | +671 |
| iShares MSCI USA Value Facto… US:VLUE · ETF | 4 099 | $812 k | 0.03% | +1 |
| CrowdStrike Holdings, Inc. US:CRWD | 3 064 | $811 k | 0.03% | +2 281 |
| SCHWAB CHARLES CORP US:SCHW | 8 182 | $800 k | 0.03% | +896 |
| Advanced Micro Devices Inc US:AMD | 1 302 | $797 k | 0.03% | +89 |
| Corning Incorporated US:GLW | 5 147 | $791 k | 0.03% | +1 512 |
| Solventum Corp. US:SOLV | 8 518 | $751 k | 0.03% | −45 |
| Mastercard Inc US:MA | 1 355 | $747 k | 0.03% | +3 |
| Goldman Sachs Group Inc US:GS | 824 | $742 k | 0.03% | +7 |
| MEDTRONIC PLC CUSIP G5960L103 | 8 564 | $739 k | 0.03% | +794 |
| Capital One Financial Corpor… US:COF | 3 768 | $727 k | 0.03% | +9 |
| iShares Gold Trust US:IAU · ETF | 9 214 | $720 k | 0.03% | — |
| Nucor Corp US:NUE | 3 059 | $715 k | 0.03% | +3 |
| SPDR® S&P Dividend ETF US:SDY · ETF | 4 698 | $688 k | 0.03% | −202 |
| Thermo Fisher Scientific Inc US:TMO | 1 019 | $688 k | 0.03% | +6 |
| SPDR® S&P 600 Small Cap Valu… US:SLYV · ETF | 6 689 | $683 k | 0.03% | +1 |
| Deere & Company US:DE | 1 015 | $681 k | 0.03% | +648 |
| iShares S&P 100 ETF US:OEF · ETF | 1 723 | $658 k | 0.03% | −1 091 |
| SPS Commerce Inc US:SPSC | 7 953 | $656 k | 0.03% | +44 |
| Avantis® U.S. Equity ETF US:AVUS · ETF | 5 110 | $655 k | 0.03% | — |
| State Street® SPDR® Portfoli… US:SPYM · ETF | 7 287 | $654 k | 0.03% | −17 |
| Kayne Anderson BDC, Inc. US:KBDC | 50 898 | $639 k | 0.03% | — |
| iShares iBoxx $ High Yield C… US:HYG · ETF | 8 245 | $637 k | 0.03% | +77 |
| Marvell Technology, Inc. US:MRVL | 2 397 | $633 k | 0.03% | −922 |
| Schwab Fundamental Internati… US:FNDF · ETF | 11 550 | $621 k | 0.03% | — |
| Schwab Municipal Bond ETF US:SCMB · ETF | 25 674 | $620 k | 0.03% | — |
| Netflix Inc US:NFLX | 8 870 | $617 k | 0.03% | +11 |
| iShares Semiconductor ETF US:SOXX · ETF | 1 085 | $617 k | 0.03% | +4 |
| Mueller Industries Inc US:MLI | 9 936 | $602 k | 0.03% | +4 990 |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 18 265 | $594 k | 0.03% | +73 |
| Western Digital Corporation US:WDC | 1 307 | $594 k | 0.03% | −5 |
| Union Pacific Corporation US:UNP | 2 169 | $590 k | 0.03% | +144 |
| Broadridge Financial Solutio… US:BR | 3 626 | $584 k | 0.03% | +24 |
| Colgate-Palmolive Company US:CL | 6 793 | $580 k | 0.02% | +1 808 |
| Altria Group US:MO | 8 606 | $580 k | 0.02% | +19 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 5 946 | $576 k | 0.02% | −509 |
| Waters Corporation US:WAT | 1 291 | $567 k | 0.02% | +93 |
| iShares Biotechnology ETF US:IBB · ETF | 2 660 | $560 k | 0.02% | +234 |
| Texas Instruments Incorporat… US:TXN | 1 978 | $554 k | 0.02% | nuova |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 2 383 | $551 k | 0.02% | — |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 9 675 | $544 k | 0.02% | +35 |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 4 599 | $542 k | 0.02% | +188 |
| Dimensional U.S. Equity ETF US:DFUS · ETF | 6 388 | $530 k | 0.02% | −93 |
| Dimensional US Marketwide Va… US:DFUV · ETF | 9 623 | $529 k | 0.02% | — |
| iShares National Muni Bond E… US:MUB · ETF | 5 055 | $511 k | 0.02% | −1 520 |
| SPDR® S&P Regional Banking E… US:KRE · ETF | 7 245 | $503 k | 0.02% | −1 |
| RTX Corporation US:RTX | 2 661 | $494 k | 0.02% | −104 |
| Fidelity® Nasdaq Composite I… US:ONEQ · ETF | 4 613 | $488 k | 0.02% | +13 |
| EATON CORP PLC CUSIP G29183103 | 1 127 | $484 k | 0.02% | −54 |
| Emerson Electric Company US:EMR | 3 103 | $481 k | 0.02% | +172 |
| Bristol-Myers Squibb Company US:BMY | 7 580 | $473 k | 0.02% | −336 |
| First Trust US Equity Opport… US:FPX · ETF | 2 649 | $472 k | 0.02% | — |
| Howmet Aerospace Inc US:HWM | 2 001 | $453 k | 0.02% | +8 |
| BNY Mellon US Large Cap Core… US:BKLC · ETF | 9 210 | $450 k | 0.02% | +6 140 |
| Hyatt Hotels Corporation US:H | 2 833 | $449 k | 0.02% | +4 |
| MORGAN STANLEY US:MS | 2 352 | $442 k | 0.02% | +27 |
| Vanguard Total Bond Market I… US:BND · ETF | 6 252 | $439 k | 0.02% | nuova |
| BlackRock Inc US:BLK | 414 | $438 k | 0.02% | nuova |
| NVENT ELEC PLC CUSIP G6700G107 | 2 606 | $418 k | 0.02% | +23 |
| The Allstate Corporation US:ALL | 1 874 | $416 k | 0.02% | +4 |
| iShares Core MSCI Total Inte… US:IXUS · ETF | 4 359 | $414 k | 0.02% | −131 |
| Intuitive Surgical Inc US:ISRG | 1 018 | $414 k | 0.02% | +8 |
| Running Oak Efficient Growth… US:RUNN · ETF | 12 529 | $407 k | 0.02% | nuova |
| FEDEX CORP US:FDX | 1 428 | $407 k | 0.02% | +304 |
| Ares Capital Corporation US:ARCC | 21 021 | $401 k | 0.02% | +21 |
| GENERAL DYNAMICS CORP US:GD | 1 197 | $397 k | 0.02% | nuova |
| Cleveland-Cliffs Inc US:CLF | 36 025 | $397 k | 0.02% | +101 |
| Cintas Corporation US:CTAS | 2 030 | $396 k | 0.02% | +6 |
| Otter Tail Corporation US:OTTR | 4 495 | $396 k | 0.02% | +59 |
| Expedia Group Inc. US:EXPE | 1 499 | $395 k | 0.02% | +2 |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 4 125 | $388 k | 0.02% | +538 |
| Hercules Capital, Inc. US:HTGC | 23 000 | $387 k | 0.02% | — |
| Fidus Investment Corp US:FDUS | 20 024 | $386 k | 0.02% | — |
| Financial Select Sector SPDR… US:XLF · ETF | 7 204 | $385 k | 0.02% | — |
| Dell Technologies Inc. US:DELL | 708 | $381 k | 0.02% | +12 |
| Donaldson Company Inc US:DCI | 4 355 | $379 k | 0.02% | +21 |
| Elevance Health Inc US:ELV | 954 | $371 k | 0.02% | +1 |
| The TJX Companies Inc US:TJX | 2 774 | $367 k | 0.02% | +610 |
| Blackstone Secured Lending F… US:BXSL | 15 000 | $360 k | 0.02% | — |
| iShares MSCI South Korea ETF US:EWY · ETF | 1 962 | $359 k | 0.02% | — |
| Pfizer Inc US:PFE | 12 555 | $358 k | 0.02% | +81 |
| ONEOK INC US:OKE | 4 137 | $353 k | 0.02% | nuova |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 5 286 | $351 k | 0.02% | +3 |
| CVRx Inc US:CVRX | 200 000 | $350 k | 0.02% | nuova |
| BIO-TECHNE Corp US:TECH | 4 805 | $348 k | 0.01% | −716 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 11 574 | $347 k | 0.01% | −4 468 |
| Motorola Solutions Inc US:MSI | 773 | $345 k | 0.01% | +1 |
| Ameriprise Financial Inc US:AMP | 699 | $344 k | 0.01% | +171 |
| Modine Manufacturing Company US:MOD | 1 800 | $337 k | 0.01% | — |
| Vanguard International High… US:VYMI · ETF | 3 324 | $336 k | 0.01% | — |
| ROCKWELL AUTOMATION, INC US:ROK | 757 | $329 k | 0.01% | — |
| SPDR® Gold Shares US:GLD · ETF | 857 | $326 k | 0.01% | +38 |
| Royal Bank of Canada US:RY | 1 649 | $324 k | 0.01% | nuova |
| Becton Dickinson and Company US:BDX | 1 801 | $322 k | 0.01% | nuova |
| Honeywell International Inc US:HON | 1 524 | $321 k | 0.01% | nuova |
| Principal Financial Group In… US:PFG | 2 870 | $321 k | 0.01% | +4 |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 628 | $319 k | 0.01% | — |
| Transdigm Group Incorporated US:TDG | 294 | $318 k | 0.01% | — |
| iShares MSCI USA Momentum Fa… US:MTUM · ETF | 987 | $313 k | 0.01% | — |
| Invesco KBW Bank ETF US:KBWB · ETF | 3 549 | $310 k | 0.01% | −999 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 5 176 | $307 k | 0.01% | −9 |
| PIMCO Dynamic Income Fund US:PDI · fondo | 21 714 | $305 k | 0.01% | −23 818 |
| Dutch Bros Inc US:BROS | 7 888 | $304 k | 0.01% | +2 788 |
| Targa Resources Inc US:TRGP | 1 120 | $303 k | 0.01% | +2 |
| eBay Inc US:EBAY | 2 835 | $301 k | 0.01% | −511 |
| IQVIA Holdings Inc US:IQV | 1 114 | $299 k | 0.01% | +7 |
| Alibaba Group Holding Limite… US:BABA | 2 784 | $299 k | 0.01% | +26 |
| Pimco Dynamic Income Opportu… US:PDO | 25 000 | $297 k | 0.01% | — |
| Annaly Capital Management, I… US:NLY | 15 594 | $295 k | 0.01% | +94 |
| AT&T Inc. US:T | 11 900 | $290 k | 0.01% | −1 |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 2 649 | $290 k | 0.01% | — |
| The Boeing Company US:BA | 1 554 | $289 k | 0.01% | +10 |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 980 | $286 k | 0.01% | −2 |
| Vanguard Extended Market Ind… US:VXF · ETF | 1 229 | $285 k | 0.01% | −501 |
| Booking Holdings Inc US:BKNG | 1 745 | $284 k | 0.01% | +9 |
| Norfolk Southern Corporation US:NSC | 914 | $282 k | 0.01% | −64 |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 2 034 | $280 k | 0.01% | — |
| Energy Select Sector SPDR® F… US:XLE · ETF | 4 542 | $279 k | 0.01% | +20 |
| HOULIHAN LOKEY, INC. US:HLI | 2 196 | $277 k | 0.01% | — |
| ProShares S&P 500 Dividend A… US:NOBL · ETF | 5 052 | $273 k | 0.01% | +1 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 8 652 | $272 k | 0.01% | +9 |
| JPMorgan U.S. Value Factor E… US:JVAL · ETF | 4 648 | $269 k | 0.01% | — |
| DexCom Inc US:DXCM | 3 119 | $269 k | 0.01% | −554 |
| Expeditors International of… US:EXPD | 1 430 | $264 k | 0.01% | — |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 2 326 | $261 k | 0.01% | — |
| Comfort Systems USA Inc US:FIX | 156 | $258 k | 0.01% | +1 |
| BNY Mellon ETF Trust - BNY M… US:BKSE · ETF | 6 144 | $255 k | 0.01% | +4 096 |
| VICI Properties Inc US:VICI | 11 098 | $255 k | 0.01% | — |
| iShares International Select… US:IDV · ETF | 5 989 | $253 k | 0.01% | — |
| CenterPoint Energy Inc US:CNP | 6 853 | $252 k | 0.01% | +6 |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 5 308 | $251 k | 0.01% | — |
| CHUBB LIMITED CUSIP H1467J104 | 772 | $251 k | 0.01% | −496 |
| Vanguard High Dividend Yield… US:VYM · ETF | 1 589 | $247 k | 0.01% | −470 |
| Invesco S&P 500® Pure Growth… US:RPG · ETF | 4 214 | $246 k | 0.01% | — |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 7 512 | $245 k | 0.01% | +4 |
| VanEck Semiconductor ETF US:SMH · ETF | 400 | $244 k | 0.01% | −100 |
| Palantir Technologies Inc. US:PLTR | 1 300 | $243 k | 0.01% | nuova |
| Southern Company US:SO | 2 904 | $241 k | 0.01% | +335 |
| Alliant Energy Corp US:LNT | 3 767 | $238 k | 0.01% | +28 |
| Rio Tinto plc US:RIO | 2 530 | $238 k | 0.01% | — |
| Honeywell Aerospace Inc US:HONA | 1 529 | $237 k | 0.01% | −20 |
| Delta Air Lines Inc US:DAL | 2 834 | $237 k | 0.01% | −4 380 |
| ConocoPhillips US:COP | 1 872 | $234 k | 0.01% | −252 |
| Hershey Co US:HSY | 1 484 | $234 k | 0.01% | nuova |
| Schwab International Small-C… US:SCHC · ETF | 4 690 | $233 k | 0.01% | — |
| WisdomTree U.S. SmallCap Div… US:DES · ETF | 5 906 | $224 k | 0.01% | — |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 633 | $223 k | 0.01% | −26 |
| ASML HLDG NV CUSIP N07059210 | 122 | $221 k | 0.01% | nuova |
| Health Care Select Sector SP… US:XLV · ETF | 1 297 | $218 k | 0.01% | — |
| Vertiv Holdings Co US:VRT | 900 | $217 k | 0.01% | +4 |
| Vanguard Russell 1000 Growth… US:VONG · ETF | 1 676 | $216 k | 0.01% | — |
| Natures Sunshine Products In… US:NATR | 16 691 | $212 k | 0.01% | nuova |
| American Tower Corp US:AMT | 1 280 | $209 k | 0.01% | nuova |
| Cardinal Health Inc US:CAH | 940 | $209 k | 0.01% | +22 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 998 | $208 k | 0.01% | — |
| SEI INVESTMENTS CO US:SEIC | 2 014 | $207 k | 0.01% | nuova |
| Advanced Drainage Systems In… US:WMS | 1 622 | $206 k | 0.01% | +19 |
| Revolution Medicines, Inc. US:RVMD | 1 000 | $205 k | 0.01% | nuova |
| iShares Dow Jones U.S. ETF US:IYY · ETF | 1 100 | $204 k | 0.01% | — |
| Arm Holdings plc US:ARM | 694 | $201 k | 0.01% | +15 |
| Verizon Communications Inc US:VZ | 4 376 | $201 k | 0.01% | nuova |
| KLARNA GROUP PLC CUSIP G5279N105 | 15 450 | $191 k | 0.01% | — |
| Blue Owl Capital Corporation US:OWL | 16 774 | $176 k | 0.01% | +38 |
| EDAP TMS S.A. US:FOCL | 21 431 | $95.8 k | 0.00% | — |
| FRACTYL HEALTH, INC. US:GUTS | 100 000 | $54.4 k | 0.00% | — |
| Granite Point Mortgage Trust… US:GPMT | 15 721 | $13.5 k | 0.00% | — |
| Humacyte Inc US:HUMA | 15 600 | $8.08 k | 0.00% | — |
| VIKING HOLDINGS LTD CUSIP G93A5A101 | 0 (era 2 000) | — | — | venduta |
| Cameco Corp US:CCJ | 0 (era 2 171) | — | — | venduta |
| Carpenter Technology Corpora… US:CRS | 0 (era 469) | — | — | venduta |
| Digital Realty Trust Inc US:DLR | 0 (era 1 277) | — | — | venduta |
| Exxon Mobil Corporation US:XOM | 0 (era 17 983) | — | — | venduta |
| Fair Isaac Corporation US:FICO | 0 (era 206) | — | — | venduta |
| Hormel Foods Corporation US:HRL | 0 (era 9 648) | — | — | venduta |
| iShares Silver Trust US:SLV · ETF | 0 (era 4 757) | — | — | venduta |
| Kimberly-Clark Corporation US:KMB | 0 (era 1 864) | — | — | venduta |
| Lockheed Martin Corporation US:LMT | 0 (era 447) | — | — | venduta |
| Nextera Energy Inc US:NEE | 0 (era 2 296) | — | — | venduta |
| ONEOK INC US:OKE | 0 (era 4 030) | — | — | venduta |
| PulteGroup Inc US:PHM | 0 (era 1 500) | — | — | venduta |
| SolarEdge Technologies Inc US:SEDG | 0 (era 4 840) | — | — | venduta |
| Tapestry Inc US:TPR | 0 (era 1 684) | — | — | venduta |
| WisdomTree U.S. Quality Divi… US:DGRW · ETF | 0 (era 2 150) | — | — | venduta |
| Zoetis Inc US:ZTS | 0 (era 3 053) | — | — | venduta |
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