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Berger Financial Group, Inc
investitore istituzionale · portafoglio $1.96 Mld · 486 posizioni · report al 30.06.2026
Posizioni azionarie report per 30.06.2026, depositato il 04.08.2026; variazione — rispetto al 31.03.2026 · 463
| Società | Azioni | Valore | % del portafoglio | Variazione trimestrale |
|---|---|---|---|---|
| iShares MBS ETF US:MBB · ETF | 0 (era 2 281) | — | — | venduta |
| Health Care Select Sector SP… US:XLV · ETF | 0 (era 14 372) | — | — | venduta |
| Apple Inc. US:AAPL | 0 (era 156 245) | — | — | venduta |
| Hartford Core Bond ETF US:HCRB · ETF | 0 (era 9 707) | — | — | venduta |
| Lowe's Companies Inc US:LOW | 0 (era 1 086) | — | — | venduta |
| Vanguard Total Bond Market I… US:BND · ETF | 0 (era 65 146) | — | — | venduta |
| Costco Wholesale Corporation US:COST | 0 (era 14 308) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPT · ETF | 0 (era 16 289) | — | — | venduta |
| SHP ETF Trust - NEOS Enhance… US:BNDI · ETF | 0 (era 11 835) | — | — | venduta |
| MEDTRONIC PLC CUSIP G5960L103 | 0 (era 18 052) | — | — | venduta |
| First Trust STOXX® European… US:FDD · ETF | 0 (era 19 119) | — | — | venduta |
| iShares ESG 1-5 Year USD Cor… US:SUSB · ETF | 0 (era 11 042) | — | — | venduta |
| Taiwan Semiconductor Manufac… US:TSM | 0 (era 4 507) | — | — | venduta |
| Boston Scientific Corp US:BSX | 0 (era 11 216) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UDEC · ETF | 0 (era 88 385) | — | — | venduta |
| NUVEEN PFD & INCOME OPPORTUN CUSIP 67073B106 | 0 (era 24 344) | — | — | venduta |
| Vanguard Real Estate Index F… US:VNQ · ETF | 0 (era 2 719) | — | — | venduta |
| Dimensional US Marketwide Va… US:DFUV · ETF | 0 (era 17 314) | — | — | venduta |
| iShares Core U.S. Aggregate… US:AGG · ETF | 0 (era 24 420) | — | — | venduta |
| SCHWAB CHARLES CORP US:SCHW | 0 (era 2 735) | — | — | venduta |
| Cambria Global EW ETF US:GEW · ETF | 0 (era 84 265) | — | — | venduta |
| Global X S&P 500® Covered Ca… US:XYLD · ETF | 0 (era 24 278) | — | — | venduta |
| J.P. Morgan Exchange-Traded… US:JBND · ETF | 0 (era 1 443 755) | — | — | venduta |
| UNITEDHEALTH GROUP INC US:UNH | 0 (era 11 694) | — | — | venduta |
| Caseys General Stores Inc US:CASY | 0 (era 1 054) | — | — | venduta |
| Innovator ETFs Trust US:IMAR · ETF | 0 (era 10 667) | — | — | venduta |
| PIMCO Active Bond Exchange-T… US:BOND · ETF | 0 (era 240 823) | — | — | venduta |
| WELLS FARGO & COMPANY/MN US:WFC | 0 (era 13 812) | — | — | venduta |
| Enbridge Inc US:ENB | 0 (era 5 650) | — | — | venduta |
| Enterprise Products Partners… US:EPD | 0 (era 6 587) | — | — | venduta |
| iShares 1-5 Year Investment… US:IGSB · ETF | 0 (era 33 407) | — | — | venduta |
| Consumer Staples Select Sect… US:XLP · ETF | 0 (era 33 717) | — | — | venduta |
| Applied Materials Inc US:AMAT | 0 (era 1 405) | — | — | venduta |
| Hawkins Inc US:HWKN | 0 (era 70 038) | — | — | venduta |
| Lumen Technologies, Inc. US:LUMN | 0 (era 11 624) | — | — | venduta |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 0 (era 61 234) | — | — | venduta |
| CrowdStrike Holdings, Inc. US:CRWD | 0 (era 18 574) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPH · ETF | 0 (era 60 460) | — | — | venduta |
| NEOS Enhanced Income 1-3 Mon… US:CSHI · ETF | 0 (era 9 080) | — | — | venduta |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 0 (era 910) | — | — | venduta |
| First Trust Senior Loan Fund US:FTSL · ETF | 0 (era 4 647) | — | — | venduta |
| iShares Russell 2500 ETF US:SMMD · ETF | 0 (era 143 458) | — | — | venduta |
| Take-Two Interactive Softwar… US:TTWO | 0 (era 28 137) | — | — | venduta |
| Bristol-Myers Squibb Company US:BMY | 0 (era 4 029) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UNOV · ETF | 0 (era 21 855) | — | — | venduta |
| Nuveen Preferred and Income… US:NPFI · ETF | 0 (era 578 634) | — | — | venduta |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 0 (era 1 597) | — | — | venduta |
| Dimensional ETF Trust - Dime… US:DISV · ETF | 0 (era 5 965) | — | — | venduta |
| iShares iBoxx $ Investment G… US:LQD · ETF | 0 (era 5 264) | — | — | venduta |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 0 (era 12 900) | — | — | venduta |
| Alphabet Inc. US:GOOG | 0 (era 13 881) | — | — | venduta |
| Global X NASDAQ 100 Covered… US:QYLD · ETF | 0 (era 19 932) | — | — | venduta |
| Jacobs Solutions Inc. US:J | 0 (era 1 774) | — | — | venduta |
| Valero Energy Corporation US:VLO | 0 (era 39 715) | — | — | venduta |
| Caterpillar Inc US:CAT | 0 (era 2 965) | — | — | venduta |
| Innovator ETFs Trust US:IDEC · ETF | 0 (era 49 205) | — | — | venduta |
| Principal Spectrum Preferred… US:PREF · ETF | 0 (era 403 943) | — | — | venduta |
| Western Digital Corporation US:WDC | 0 (era 2 119) | — | — | venduta |
| EPAM Systems Inc US:EPAM | 0 (era 29 689) | — | — | venduta |
| iShares MSCI EAFE Growth ETF US:EFG · ETF | 0 (era 7 798) | — | — | venduta |
| Consumer Discretionary Selec… US:XLY · ETF | 0 (era 3 710) | — | — | venduta |
| Applovin Corp US:APP | 0 (era 834) | — | — | venduta |
| The Home Depot Inc US:HD | 0 (era 13 144) | — | — | venduta |
| Marathon Petroleum Corp US:MPC | 0 (era 1 057) | — | — | venduta |
| Vanguard Short-Term Inflatio… US:VTIP · ETF | 0 (era 13 303) | — | — | venduta |
| Datadog, Inc. US:DDOG | 0 (era 47 494) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPF · ETF | 0 (era 6 680) | — | — | venduta |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 0 (era 22 810) | — | — | venduta |
| TE CONNECTIVITY PLC CUSIP G87052109 | 0 (era 29 740) | — | — | venduta |
| First Trust Preferred Securi… US:FPE · ETF | 0 (era 38 567) | — | — | venduta |
| iShares Core MSCI Internatio… US:IDEV · ETF | 0 (era 9 350) | — | — | venduta |
| Target Corporation US:TGT | 0 (era 5 533) | — | — | venduta |
| Broadridge Financial Solutio… US:BR | 0 (era 31 343) | — | — | venduta |
| Innovator S&P 500 Buffer ETF… US:BNOV · ETF | 0 (era 5 404) | — | — | venduta |
| Occidental Petroleum Corpora… US:OXY | 0 (era 5 340) | — | — | venduta |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 0 (era 1 421) | — | — | venduta |
| Dimensional International Co… US:DFIC · ETF | 0 (era 69 695) | — | — | venduta |
| iShares S&P 500 Growth ETF US:IVW · ETF | 0 (era 6 009) | — | — | venduta |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 0 (era 2 366 564) | — | — | venduta |
| Alphabet Inc. US:GOOGL | 0 (era 52 663) | — | — | venduta |
| Global X Artificial Intellig… US:AIQ · ETF | 0 (era 8 836) | — | — | venduta |
| Johnson & Johnson US:JNJ | 0 (era 40 263) | — | — | venduta |
| VanEck Gold Miners ETF US:GDX · ETF | 0 (era 2 622) | — | — | venduta |
| Cheniere Energy Inc US:LNG | 0 (era 1 260) | — | — | venduta |
| Innovator ETFs Trust US:INOV · ETF | 0 (era 9 100) | — | — | venduta |
| Procter & Gamble Company US:PG | 0 (era 8 011) | — | — | venduta |
| Williams Companies Inc US:WMB | 0 (era 11 495) | — | — | venduta |
| WisdomTree Emerging Markets… US:DGS · ETF | 0 (era 3 878) | — | — | venduta |
| Robo Global® Robotics and Au… US:ROBO · ETF | 0 (era 3 305) | — | — | venduta |
| iShares Russell Top 200 Grow… US:IWY · ETF | 0 (era 22 040) | — | — | venduta |
| Energy Select Sector SPDR® F… US:XLE · ETF | 0 (era 11 148) | — | — | venduta |
| Arista Networks US:ANET | 0 (era 3 672) | — | — | venduta |
| Honeywell International Inc US:HON | 0 (era 4 813) | — | — | venduta |
| Mastercard Inc US:MA | 0 (era 17 840) | — | — | venduta |
| Vanguard Total International… US:BNDX · ETF | 0 (era 6 975) | — | — | venduta |
| Deere & Company US:DE | 0 (era 692) | — | — | venduta |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 0 (era 3 347) | — | — | venduta |
| SPDR® Gold Shares US:GLD · ETF | 0 (era 3 636) | — | — | venduta |
| CHUBB LTD SWITZ CUSIP H1467J104 | 0 (era 21 262) | — | — | venduta |
| First Trust Low Duration Opp… US:LMBS · ETF | 0 (era 1 127 689) | — | — | venduta |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 0 (era 21 141) | — | — | venduta |
| Teradyne Inc US:TER | 0 (era 805) | — | — | venduta |
| Broadcom Inc. US:AVGO | 0 (era 9 956) | — | — | venduta |
| Innovator ETFs Trust - Innov… US:EOCT · ETF | 0 (era 48 765) | — | — | venduta |
| Omega Healthcare Investors I… US:OHI | 0 (era 4 928) | — | — | venduta |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 0 (era 6 078) | — | — | venduta |
| Dimensional International Va… US:DFIV · ETF | 0 (era 27 910) | — | — | venduta |
| iShares S&P 500 Value ETF US:IVE · ETF | 0 (era 1 170) | — | — | venduta |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 0 (era 2 597 718) | — | — | venduta |
| Altria Group US:MO | 0 (era 7 423) | — | — | venduta |
| Global X U.S. Infrastructure… US:PAVE · ETF | 0 (era 6 129) | — | — | venduta |
| KLA Corporation US:KLAC | 0 (era 437) | — | — | venduta |
| VanEck Inflation Allocation… US:RAAX · ETF | 0 (era 809 945) | — | — | venduta |
| Chevron Corp US:CVX | 0 (era 3 768) | — | — | venduta |
| Innovator International Deve… US:ISEP · ETF | 0 (era 16 652) | — | — | venduta |
| Akre Focus ETF US:AKRE · ETF | 0 (era 56 200) | — | — | venduta |
| ProShares Ultra S&P500 US:SSO · ETF | 0 (era 22 830) | — | — | venduta |
| WisdomTree U.S. LargeCap Div… US:DLN · ETF | 0 (era 19 836) | — | — | venduta |
| Exelon Corporation US:EXC | 0 (era 7 049) | — | — | venduta |
| iShares Silver Trust US:SLV · ETF | 0 (era 11 329) | — | — | venduta |
| Industrial Select Sector SPD… US:XLI · ETF | 0 (era 3 090) | — | — | venduta |
| Autodesk Inc US:ADSK | 0 (era 24 004) | — | — | venduta |
| Illinois Tool Works Inc US:ITW | 0 (era 1 299) | — | — | venduta |
| McDonald’s Corporation US:MCD | 0 (era 2 995) | — | — | venduta |
| Vanguard Total World Stock I… US:VT · ETF | 0 (era 3 955) | — | — | venduta |
| ABRDN NATL MUN INCOME FD CUSIP 24610T108 | 0 (era 19 358) | — | — | venduta |
| Invesco S&P MidCap Quality E… US:XMHQ · ETF | 0 (era 6 001) | — | — | venduta |
| State Street SPDR Portfolio… US:SPDW · ETF | 0 (era 12 733) | — | — | venduta |
| ROYAL CARIBBEAN GROUP CUSIP V7780T103 | 0 (era 2 045) | — | — | venduta |
| First Trust TCW Unconstraine… US:UCON · ETF | 0 (era 23 972) | — | — | venduta |
| iShares iBonds Dec 2027 Term… US:IBTH · ETF | 0 (era 9 223) | — | — | venduta |
| Tesla, Inc. US:TSLA | 0 (era 12 142) | — | — | venduta |
| CDW Corp US:CDW | 0 (era 47 344) | — | — | venduta |
| Innovator ETFs Trust - Innov… US:IOCT · ETF | 0 (era 52 509) | — | — | venduta |
| Oportun Financial Corp US:OPRT | 0 (era 243 575) | — | — | venduta |
| Vanguard Extended Market Ind… US:VXF · ETF | 0 (era 1 358) | — | — | venduta |
| DIMENSIONAL ETF TRUST CUSIP 25434V815 | 0 (era 8 111) | — | — | venduta |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 0 (era 3 436) | — | — | venduta |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 0 (era 75 198) | — | — | venduta |
| Amazon.com, Inc. US:AMZN | 0 (era 82 689) | — | — | venduta |
| Global X Uranium ETF US:URA · ETF | 0 (era 16 065) | — | — | venduta |
| Kroger Company US:KR | 0 (era 99 961) | — | — | venduta |
| VanEck Short Muni ETF US:SMB · ETF | 0 (era 11 048) | — | — | venduta |
| Church & Dwight Company Inc US:CHD | 0 (era 29 790) | — | — | venduta |
| Innovator U.S. Small Cap Pow… US:KFEB · ETF | 0 (era 8 666) | — | — | venduta |
| Innovator U.S. Small Cap Pow… US:KDEC · ETF | 0 (era 7 863) | — | — | venduta |
| Public Storage US:PSA | 0 (era 1 068) | — | — | venduta |
| WisdomTree Emerging Markets… US:DEM · ETF | 0 (era 11 559) | — | — | venduta |
| Expeditors International of… US:EXPD | 0 (era 41 378) | — | — | venduta |
| iShares U.S. Treasury Bond E… US:GOVT · ETF | 0 (era 10 148) | — | — | venduta |
| Technology Select Sector SPD… US:XLK · ETF | 0 (era 16 496) | — | — | venduta |
| AutoZone Inc US:AZO | 0 (era 81) | — | — | venduta |
| Independence Realty Trust, I… US:IRT | 0 (era 142 632) | — | — | venduta |
| McKesson Corporation US:MCK | 0 (era 494) | — | — | venduta |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 0 (era 36 136) | — | — | venduta |
| Delta Air Lines Inc US:DAL | 0 (era 5 363) | — | — | venduta |
| Invesco DWA Technology Momen… US:PTF · ETF | 0 (era 2 701) | — | — | venduta |
| SPDR® S&P 600 Small Cap Valu… US:SLYV · ETF | 0 (era 2 360) | — | — | venduta |
| Fiserv, Inc. US:FISV | 0 (era 14 282) | — | — | venduta |
| iShares iBonds Dec 2026 Term… US:IBTG · ETF | 0 (era 9 495) | — | — | venduta |
| Texas Instruments Incorporat… US:TXN | 0 (era 1 147) | — | — | venduta |
| CH Robinson Worldwide Inc US:CHRW | 0 (era 137 295) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:USEP · ETF | 0 (era 32 894) | — | — | venduta |
| Oracle Corporation US:ORCL | 0 (era 7 249) | — | — | venduta |
| Vanguard Growth Index Fund E… US:VUG · ETF | 0 (era 189 350) | — | — | venduta |
| Dimensional Inflation-Protec… US:DFIP · ETF | 0 (era 4 817) | — | — | venduta |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 0 (era 4 289) | — | — | venduta |
| Schwab U.S. Mid-Cap ETF US:SCHM · ETF | 0 (era 13 881) | — | — | venduta |
| Ameren Corp US:AEE | 0 (era 5 080) | — | — | venduta |
| Goldman Sachs Group Inc US:GS | 0 (era 1 312) | — | — | venduta |
| LPL Financial Holdings Inc US:LPLA | 0 (era 749) | — | — | venduta |
| VanEck Uranium+Nuclear Energ… US:NLR · ETF | 0 (era 4 775) | — | — | venduta |
| Cion Investment Corp US:CION | 0 (era 406 899) | — | — | venduta |
| Intel Corporation US:INTC | 0 (era 9 078) | — | — | venduta |
| Pulmonx Corp US:LUNG | 0 (era 54 000) | — | — | venduta |
| WisdomTree U.S. MidCap Divid… US:DON · ETF | 0 (era 4 626) | — | — | venduta |
| Exxon Mobil Corporation US:XOM | 0 (era 17 503) | — | — | venduta |
| iShares MSCI EAFE Min Vol Fa… US:EFAV · ETF | 0 (era 20 000) | — | — | venduta |
| The Real Estate Select Secto… US:XLRE · ETF | 0 (era 12 744) | — | — | venduta |
| BP p.l.c. US:BP | 0 (era 8 270) | — | — | venduta |
| Innovator Russell 2000 Power… US:KJUL · ETF | 0 (era 72 250) | — | — | venduta |
| MERCK & CO INC US:MRK | 0 (era 8 427) | — | — | venduta |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 0 (era 4 059) | — | — | venduta |
| Dimensional US Core Equity M… US:DFAU · ETF | 0 (era 46 282) | — | — | venduta |
| Invesco S&P International De… US:IDMO · ETF | 0 (era 9 848) | — | — | venduta |
| SPDR® Bloomberg Convertible… US:CWB · ETF | 0 (era 2 979) | — | — | venduta |
| AT&T Inc. US:T | 0 (era 274 390) | — | — | venduta |
| FirstEnergy Corporation US:FE | 0 (era 135 061) | — | — | venduta |
| JPMorgan Chase & Co. US:JPM | 0 (era 12 744) | — | — | venduta |
| Thermo Fisher Scientific Inc US:TMO | 0 (era 4 162) | — | — | venduta |
| CSX Corporation US:CSX | 0 (era 5 168) | — | — | venduta |
| Innovator U.S. Equity Ultra… US:UAUG · ETF | 0 (era 56 975) | — | — | venduta |
| PGIM ETF Trust - PGIM Jennis… US:PJFG · ETF | 0 (era 723 205) | — | — | venduta |
| Vanguard Value Index Fund ET… US:VTV · ETF | 0 (era 83 301) | — | — | venduta |
| Dimensional Core Fixed Incom… US:DFCF · ETF | 0 (era 245 435) | — | — | venduta |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 0 (era 9 018) | — | — | venduta |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 0 (era 14 236) | — | — | venduta |
| Avantis U.S. Mid Cap Equity… US:AVMC · ETF | 0 (era 244 192) | — | — | venduta |
| Goldman Sachs Access Ultra S… US:GSST · ETF | 0 (era 68 332) | — | — | venduta |
| Lam Research Corp US:LRCX | 0 (era 2 435) | — | — | venduta |
| VanEck Morningstar Wide Moat… US:MOAT · ETF | 0 (era 15 516) | — | — | venduta |
| Cisco Systems Inc US:CSCO | 0 (era 12 988) | — | — | venduta |
| Cintas Corporation US:CTAS | 0 (era 33 035) | — | — | venduta |
| International Business Machi… US:IBM | 0 (era 35 157) | — | — | venduta |
| QUALCOMM INC/DE US:QCOM | 0 (era 42 922) | — | — | venduta |
| WisdomTree U.S. SmallCap Ear… US:EES · ETF | 0 (era 3 835) | — | — | venduta |
| Meta Platforms, Inc. US:META | 0 (era 13 563) | — | — | venduta |
| iShares 0-5 Year TIPS Bond E… US:STIP · ETF | 0 (era 2 850) | — | — | venduta |
| Utilities Select Sector SPDR… US:XLU · ETF | 0 (era 117 648) | — | — | venduta |
| Bank of America Corp US:BAC | 0 (era 14 272) | — | — | venduta |
| Innovator Russell 2000 Power… US:KAPR · ETF | 0 (era 21 630) | — | — | venduta |
| Microsoft Corporation US:MSFT | 0 (era 40 059) | — | — | venduta |
| Vanguard Financials Index Fu… US:VFH · ETF | 0 (era 3 872) | — | — | venduta |
| Dimensional International Co… US:DFAI · ETF | 0 (era 548 519) | — | — | venduta |
| Invesco S&P 500® Momentum ET… US:SPMO · ETF | 0 (era 5 570) | — | — | venduta |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 0 (era 6 297) | — | — | venduta |
| ABBOTT LABORATORIES US:ABT | 0 (era 61 615) | — | — | venduta |
| FORD MOTOR CO US:F | 0 (era 26 968) | — | — | venduta |
| JPMorgan International Resea… US:JIRE · ETF | 0 (era 6 683) | — | — | venduta |
| 3M Company US:MMM | 0 (era 9 277) | — | — | venduta |
| Canadian Imperial Bank Of Co… US:CM | 0 (era 9 869) | — | — | venduta |
| Innovator MSCI Emerging Mark… US:EJUL · ETF | 0 (era 120 915) | — | — | venduta |
| Pacer US Cash Cows 100 ETF US:COWZ · ETF | 0 (era 10 825) | — | — | venduta |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 0 (era 7 392) | — | — | venduta |
| Dimensional World ex U.S. Co… US:DFAX · ETF | 0 (era 67 573) | — | — | venduta |
| iShares MSCI EAFE ETF US:EFA · ETF | 0 (era 2 073) | — | — | venduta |
| Schwab Municipal Bond ETF US:SCMB · ETF | 0 (era 20 699) | — | — | venduta |
| Avantis US Small Cap Equity… US:AVSC · ETF | 0 (era 153 015) | — | — | venduta |
| Goldman Sachs Municipal Inco… US:GMUB · ETF | 0 (era 68 042) | — | — | venduta |
| Franklin International Low V… US:LVHI · ETF | 0 (era 10 217) | — | — | venduta |
| VanEck Semiconductor ETF US:SMH · ETF | 0 (era 1 659) | — | — | venduta |
| CITIGROUP INC US:C | 0 (era 3 180) | — | — | venduta |
| Invesco QQQ Trust US:QQQ · ETF | 0 (era 21 688) | — | — | venduta |
| Motley Fool 100 Index ETF US:TMFC · ETF | 0 (era 4 141) | — | — | venduta |
| WisdomTree U.S. Earnings 500… US:EPS · ETF | 0 (era 8 136) | — | — | venduta |
| Fair Isaac Corporation US:FICO | 0 (era 1 953) | — | — | venduta |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 0 (era 5 883) | — | — | venduta |
| Smith AO Corporation US:AOS | 0 (era 81 929) | — | — | venduta |
| Bank of Montreal US:BMO | 0 (era 9 350) | — | — | venduta |
| Innovator MSCI Emerging Mark… US:EAPR · ETF | 0 (era 9 979) | — | — | venduta |
| Micron Technology Inc US:MU | 0 (era 3 559) | — | — | venduta |
| Vanguard Health Care Index F… US:VHT · ETF | 0 (era 1 162) | — | — | venduta |
| Dimensional Emerging Core Eq… US:DFAE · ETF | 0 (era 574 782) | — | — | venduta |
| Invesco S&P 500® Low Volatil… US:SPLV · ETF | 0 (era 6 947) | — | — | venduta |
| SPDR® S&P Regional Banking E… US:KRE · ETF | 0 (era 11 113) | — | — | venduta |
| AbbVie Inc US:ABBV | 0 (era 14 227) | — | — | venduta |
| Franklin Liberty Short Durat… US:FTSD · ETF | 0 (era 2 997) | — | — | venduta |
| JPMorgan BetaBuilders U.S. A… US:BBAG · ETF | 0 (era 17 334) | — | — | venduta |
| FolioBeyond Rising Rates ETF US:RISR · ETF | 0 (era 83 309) | — | — | venduta |
| Capital Group Core Equity ET… US:CGUS · ETF | 0 (era 120 762) | — | — | venduta |
| Innovator MSCI EAFE Power Bu… US:IJUL · ETF | 0 (era 204 253) | — | — | venduta |
| Palantir Technologies Inc. US:PLTR | 0 (era 4 263) | — | — | venduta |
| Vanguard Total Stock Market… US:VTI · ETF | 0 (era 18 788) | — | — | venduta |
| Walt Disney Co US:DIS | 0 (era 4 025) | — | — | venduta |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 0 (era 3 443) | — | — | venduta |
| Schwab Emerging Markets Equi… US:SCHE · ETF | 0 (era 7 495) | — | — | venduta |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 0 (era 179 470) | — | — | venduta |
| Goldman Sachs S&P 500 Core P… US:GPIX · ETF | 0 (era 38 619) | — | — | venduta |
| Leidos Holdings Inc US:LDOS | 0 (era 34 857) | — | — | venduta |
| VanEck Rare Earth/Strategic… US:REMX · ETF | 0 (era 11 852) | — | — | venduta |
| VanEck Bitcoin Trust US:HODL · ETF | 0 (era 858 524) | — | — | venduta |
| The Coca-Cola Company US:KO | 0 (era 14 723) | — | — | venduta |
| Intuit Inc US:INTU | 0 (era 15 620) | — | — | venduta |
| RTX Corporation US:RTX | 0 (era 1 720) | — | — | venduta |
| WisdomTree U.S. SmallCap Div… US:DES · ETF | 0 (era 7 874) | — | — | venduta |
| Fastenal Company US:FAST | 0 (era 21 015) | — | — | venduta |
| iShares Core 1-5 Year USD Bo… US:ISTB · ETF | 0 (era 16 286) | — | — | venduta |
| Southern Company US:SO | 0 (era 6 592) | — | — | venduta |
| BIO-TECHNE Corp US:TECH | 0 (era 14 785) | — | — | venduta |
| Innovator MSCI EAFE Power Bu… US:IAPR · ETF | 0 (era 43 220) | — | — | venduta |
| Mondelez International Inc US:MDLZ | 0 (era 3 731) | — | — | venduta |
| Vanguard Information Technol… US:VGT · ETF | 0 (era 2 031) | — | — | venduta |
| Dimensional U.S. Equity ETF US:DFUS · ETF | 0 (era 47 914) | — | — | venduta |
| Invesco BulletShares 2029 Co… US:BSCT · ETF | 0 (era 18 659) | — | — | venduta |
| SPDR® S&P Dividend ETF US:SDY · ETF | 0 (era 2 626) | — | — | venduta |
| abrdn Physical Precious Meta… US:GLTR · ETF | 0 (era 2 324) | — | — | venduta |
| Franklin LibertyQ U.S. Mid C… US:FLQM · ETF | 0 (era 43 939) | — | — | venduta |
| JPMorgan Diversified Return… US:JPEM · ETF | 0 (era 69 752) | — | — | venduta |
| Toronto Dominion Bank US:TD | 0 (era 3 316) | — | — | venduta |
| Capital Group Dividend Value… US:CGDV · ETF | 0 (era 7 519) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UJUN · ETF | 0 (era 175 588) | — | — | venduta |
| Palo Alto Networks Inc US:PANW | 0 (era 7 394) | — | — | venduta |
| Verizon Communications Inc US:VZ | 0 (era 10 109) | — | — | venduta |
| Dominion Energy Inc US:D | 0 (era 5 027) | — | — | venduta |
| iShares Biotechnology ETF US:IBB · ETF | 0 (era 2 559) | — | — | venduta |
| Schwab Fundamental Emerging… US:FNDE · ETF | 0 (era 10 298) | — | — | venduta |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 0 (era 2 200) | — | — | venduta |
| Goldman Sachs Nasdaq-100 Cor… US:GPIQ · ETF | 0 (era 14 450) | — | — | venduta |
| Lexicon Pharmaceuticals Inc US:LXRX | 0 (era 10 000) | — | — | venduta |
| Eli Lilly and Company US:LLY | 0 (era 6 540) | — | — | venduta |
| Vanguard Dividend Appreciati… US:VIG · ETF | 0 (era 7 363) | — | — | venduta |
| Cognizant Technology Solutio… US:CTSH | 0 (era 78 030) | — | — | venduta |
| Intuitive Surgical Inc US:ISRG | 0 (era 4 022) | — | — | venduta |
| First Eagle Overseas Equity… US:FEOE · ETF | 0 (era 287 780) | — | — | venduta |
| WisdomTree International Sma… US:DLS · ETF | 0 (era 2 785) | — | — | venduta |
| F5 Networks Inc US:FFIV | 0 (era 23 299) | — | — | venduta |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 0 (era 9 239) | — | — | venduta |
| SOUTHERN COPPER CORP US:SCCO | 0 (era 2 088) | — | — | venduta |
| iShares Flexible Income Acti… US:BINC · ETF | 0 (era 4 500) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UMAR · ETF | 0 (era 57 907) | — | — | venduta |
| MORGAN STANLEY US:MS | 0 (era 5 981) | — | — | venduta |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 0 (era 4 449) | — | — | venduta |
| DFA Investment Dimensions Gr… US:DFAS · ETF | 0 (era 29 618) | — | — | venduta |
| Invesco BulletShares 2028 Co… US:BSCS · ETF | 0 (era 226 425) | — | — | venduta |
| SPDR® Portfolio S&P 1500 Com… US:SPTM · ETF | 0 (era 8 622) | — | — | venduta |
| Advanced Micro Devices Inc US:AMD | 0 (era 3 943) | — | — | venduta |
| GE Vernova LLC US:GEV | 0 (era 1 181) | — | — | venduta |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 0 (era 22 839) | — | — | venduta |
| Toyota Motor Corporation US:TM | 0 (era 1 789) | — | — | venduta |
| Capital Group Global Growth… US:CGGO · ETF | 0 (era 7 429) | — | — | venduta |
| Innovator S&P 500 Power Buff… US:POCT · ETF | 0 (era 20 862) | — | — | venduta |
| Parker-Hannifin Corporation US:PH | 0 (era 2 500) | — | — | venduta |
| VICI Properties Inc US:VICI | 0 (era 222 002) | — | — | venduta |
| Donaldson Company Inc US:DCI | 0 (era 29 828) | — | — | venduta |
| iShares Russell 1000 Growth… US:IWF · ETF | 0 (era 1 368) | — | — | venduta |
| Schwab Fundamental Internati… US:FNDF · ETF | 0 (era 7 470) | — | — | venduta |
| American Express Company US:AXP | 0 (era 2 209) | — | — | venduta |
| Goldman Sachs Innovate Equit… US:GINN · ETF | 0 (era 9 159) | — | — | venduta |
| WW Grainger Inc US:GWW | 0 (era 330) | — | — | venduta |
| Lincoln National Corporation US:LNC | 0 (era 28 180) | — | — | venduta |
| Vanguard Total International… US:VXUS · ETF | 0 (era 16 384) | — | — | venduta |
| Coinbase Global Inc US:COIN | 0 (era 1 543) | — | — | venduta |
| Invesco S&P SmallCap 600® Pu… US:RZG · ETF | 0 (era 17 921) | — | — | venduta |
| Realty Income Corporation US:O | 0 (era 5 229) | — | — | venduta |
| WisdomTree 1-3 Year Laddered… US:USSH · ETF | 0 (era 52 730) | — | — | venduta |
| Fidelity Enhanced Small Cap… US:FESM · ETF | 0 (era 314 436) | — | — | venduta |
| iShares MSCI Emerging Market… US:EMXC · ETF | 0 (era 3 881) | — | — | venduta |
| STARBUCKS CORP US:SBUX | 0 (era 4 470) | — | — | venduta |
| Blackstone Inc. US:BX | 0 (era 2 124) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UFEB · ETF | 0 (era 47 570) | — | — | venduta |
| NetApp Inc US:NTAP | 0 (era 2 487) | — | — | venduta |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 0 (era 8 110) | — | — | venduta |
| Dimensional ETF Trust US:DUSB · ETF | 0 (era 4 289) | — | — | venduta |
| Invesco BulletShares 2027 Co… US:BSCR · ETF | 0 (era 198 629) | — | — | venduta |
| State Street® SPDR® Portfoli… US:SPYM · ETF | 0 (era 10 156) | — | — | venduta |
| AeroVironment Inc US:AVAV | 0 (era 1 349) | — | — | venduta |
| GENERAL DYNAMICS CORP US:GD | 0 (era 3 103) | — | — | venduta |
| J.P. Morgan Exchange-Traded… US:JCPB · ETF | 0 (era 875 258) | — | — | venduta |
| Tractor Supply Company US:TSCO | 0 (era 4 941) | — | — | venduta |
| Capital Group Municipal Inco… US:CGMU · ETF | 0 (era 50 380) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UAPR · ETF | 0 (era 75 546) | — | — | venduta |
| PepsiCo Inc US:PEP | 0 (era 6 150) | — | — | venduta |
| Visa Inc. Class A US:V | 0 (era 26 705) | — | — | venduta |
| DOUBLELINE INCOME SOLUTIONS CUSIP 258622109 | 0 (era 11 521) | — | — | venduta |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (era 2 408) | — | — | venduta |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 0 (era 62 257) | — | — | venduta |
| Cencora, Inc. US:COR | 0 (era 18 525) | — | — | venduta |
| Grayscale Bitcoin Trust (BTC… US:GBTC · ETF | 0 (era 11 583) | — | — | venduta |
| Live Nation Entertainment, I… US:LYV | 0 (era 42 695) | — | — | venduta |
| Vanguard Mega Cap Growth Ind… US:MGK · ETF | 0 (era 12 723) | — | — | venduta |
| Colgate-Palmolive Company US:CL | 0 (era 4 040) | — | — | venduta |
| Invesco S&P 500® Quality ETF US:SPHQ · ETF | 0 (era 4 828) | — | — | venduta |
| Regeneron Pharmaceuticals In… US:REGN | 0 (era 300) | — | — | venduta |
| WisdomTree Floating Rate Tre… US:USFR · ETF | 0 (era 28 112) | — | — | venduta |
| Fidelity® Total Bond ETF US:FBND · ETF | 0 (era 46 345) | — | — | venduta |
| iShares MSCI Global Gold Min… US:RING · ETF | 0 (era 2 783) | — | — | venduta |
| Strategy Shares Nasdaq 7 Han… US:HNDL · ETF | 0 (era 90 448) | — | — | venduta |
| BlackRock Inc US:BLK | 0 (era 377) | — | — | venduta |
| Innovator Russell 2000 Power… US:KJAN · ETF | 0 (era 5 721) | — | — | venduta |
| Netflix Inc US:NFLX | 0 (era 17 991) | — | — | venduta |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 0 (era 3 445) | — | — | venduta |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 0 (era 13 166) | — | — | venduta |
| Invesco BulletShares 2026 Co… US:BSCQ · ETF | 0 (era 172 849) | — | — | venduta |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 0 (era 1 630) | — | — | venduta |
| Agnico Eagle Mines Limited US:AEM | 0 (era 1 123) | — | — | venduta |
| GE Aerospace US:GE | 0 (era 5 076) | — | — | venduta |
| JPMorgan U.S. Value Factor E… US:JVAL · ETF | 0 (era 4 278) | — | — | venduta |
| The Travelers Companies Inc US:TRV | 0 (era 2 553) | — | — | venduta |
| Capital Group Fixed Income E… US:CGCB · ETF | 0 (era 100 430) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UOCT · ETF | 0 (era 34 116) | — | — | venduta |
| Pfizer Inc US:PFE | 0 (era 10 548) | — | — | venduta |
| VIRTUS DIVIDEND INTEREST & P CUSIP 92840R101 | 0 (era 10 023) | — | — | venduta |
| DOUBLELINE OPPORTUNISTIC CR CUSIP 258623107 | 0 (era 105 664) | — | — | venduta |
| iShares Short-Term National… US:SUB · ETF | 0 (era 8 709) | — | — | venduta |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 0 (era 2 995 109) | — | — | venduta |
| Ametek Inc US:AME | 0 (era 997) | — | — | venduta |
| Amgen Inc US:AMGN | 0 (era 3 676) | — | — | venduta |
| Grayscale Bitcoin Mini Trust… US:BTC · ETF | 0 (era 24 775) | — | — | venduta |
| Lloyds Banking Group plc US:LYG | 0 (era 19 547) | — | — | venduta |
| Vanguard Mega Cap Value Inde… US:MGV · ETF | 0 (era 2 773) | — | — | venduta |
| Comcast Corporation US:CMCSA | 0 (era 9 316) | — | — | venduta |
| Invesco S&P 500® Pure Value… US:RPV · ETF | 0 (era 3 953) | — | — | venduta |
| Rollins Inc US:ROL | 0 (era 96 393) | — | — | venduta |
| Wolverine World Wide Inc US:WWW | 0 (era 23 000) | — | — | venduta |
| First Financial Bankshares I… US:FFIN | 0 (era 17 360) | — | — | venduta |
| iShares Exponential Technolo… US:XT · ETF | 0 (era 23 035) | — | — | venduta |
| STRYKER CORP US:SYK | 0 (era 4 152) | — | — | venduta |
| Bluerock Private Real Estate… US:BPRE · ETF | 0 (era 68 238) | — | — | venduta |
| Innovator S&P 500 Power Buff… US:PJAN · ETF | 0 (era 8 624) | — | — | venduta |
| Nextera Energy Inc US:NEE | 0 (era 12 861) | — | — | venduta |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 0 (era 3 210) | — | — | venduta |
| Dimensional World Equity ETF US:DFAW · ETF | 0 (era 51 845) | — | — | venduta |
| iShares Gold Trust US:IAU · ETF | 0 (era 19 052) | — | — | venduta |
| SPDR® S&P Oil & Gas Explorat… US:XOP · ETF | 0 (era 4 300) | — | — | venduta |
| The Allstate Corporation US:ALL | 0 (era 33 226) | — | — | venduta |
| General Mills Inc US:GIS | 0 (era 13 385) | — | — | venduta |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 0 (era 34 756) | — | — | venduta |
| U.S. Bancorp US:USB | 0 (era 8 860) | — | — | venduta |
| Capital Group Dividend Growe… US:CGDG · ETF | 0 (era 13 161) | — | — | venduta |
| Innovator S&P 500 Ultra Buff… US:UJUL · ETF | 0 (era 55 885) | — | — | venduta |
| Philip Morris International… US:PM | 0 (era 4 512) | — | — | venduta |
| Westinghouse Air Brake Techn… US:WAB | 0 (era 1 602) | — | — | venduta |
| EOG RESOURCES INC US:EOG | 0 (era 54 914) | — | — | venduta |
| iShares MSCI EAFE Small-Cap… US:SCZ · ETF | 0 (era 2 764) | — | — | venduta |
| Schwab International Equity… US:SCHF · ETF | 0 (era 260 662) | — | — | venduta |
| Schwab U.S. TIPS ETF US:SCHP · ETF | 0 (era 8 037) | — | — | venduta |
| Amphenol Corporation US:APH | 0 (era 1 867) | — | — | venduta |
| HARTFORD INSURANCE GROUP, IN… US:HIG | 0 (era 48 800) | — | — | venduta |
| Lockheed Martin Corporation US:LMT | 0 (era 4 505) | — | — | venduta |
| Vanguard S&P 500 Value Index… US:VOOV · ETF | 0 (era 1 392) | — | — | venduta |
| Consolidated Edison Inc US:ED | 0 (era 2 079) | — | — | venduta |
| Invesco S&P 500® Pure Growth… US:RPG · ETF | 0 (era 30 200) | — | — | venduta |
| Shell PLC US:SHEL | 0 (era 3 518) | — | — | venduta |
| Xcel Energy Inc US:XEL | 0 (era 35 610) | — | — | venduta |
| First Trust NYSE Arca Biotec… US:FBT · ETF | 0 (era 104 402) | — | — | venduta |
| iShares MSCI Intl Quality Fa… US:IQLT · ETF | 0 (era 32 634) | — | — | venduta |
| The TJX Companies Inc US:TJX | 0 (era 44 196) | — | — | venduta |
| The Boeing Company US:BA | 0 (era 16 743) | — | — | venduta |
| Innovator MSCI Emerging Mark… US:EJAN · ETF | 0 (era 7 157) | — | — | venduta |
| Northrop Grumman Corporation US:NOC | 0 (era 499) | — | — | venduta |
| Vanguard S&P 500 ETF US:VOO · ETF | 0 (era 25 688) | — | — | venduta |
| Dimensional ETF Trust - Dime… US:DFLV · ETF | 0 (era 49 697) | — | — | venduta |
| iShares Select Dividend ETF US:DVY · ETF | 0 (era 1 569) | — | — | venduta |
| Salesforce.com Inc US:CRM | 0 (era 1 739) | — | — | venduta |
| EA Bridgeway Omni Small-Cap… US:BSVO · ETF | 0 (era 122 097) | — | — | venduta |
| Gevo Inc US:GEVO | 0 (era 13 000) | — | — | venduta |
| J.P. Morgan Exchange-Traded… US:JPIB · ETF | 0 (era 34 697) | — | — | venduta |
| Union Pacific Corporation US:UNP | 0 (era 850) | — | — | venduta |
| Capital Group International… US:CGIC · ETF | 0 (era 16 831) | — | — | venduta |
| Innovator International Deve… US:IAUG · ETF | 0 (era 17 120) | — | — | venduta |
| Phillips 66 US:PSX | 0 (era 2 209) | — | — | venduta |
| Walmart Inc. US:WMT | 0 (era 82 993) | — | — | venduta |
| Virtus Reaves Utilities ETF US:UTES · ETF | 0 (era 7 963) | — | — | venduta |
| iShares J.P. Morgan USD Emer… US:EMB · ETF | 0 (era 79 989) | — | — | venduta |
| Schwab International Small-C… US:SCHC · ETF | 0 (era 10 855) | — | — | venduta |
| APA Corporation US:APA | 0 (era 6 813) | — | — | venduta |
| Hartford Total Return Bond E… US:HTRB · ETF | 0 (era 891 872) | — | — | venduta |
| Loews Corp US:L | 0 (era 3 128) | — | — | venduta |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 0 (era 3 585) | — | — | venduta |
| Constellation Energy Corp US:CEG | 0 (era 2 363) | — | — | venduta |
| Invesco S&P 500 Equal Weight… US:RSPU · ETF | 0 (era 9 809) | — | — | venduta |
| SHP ETF Trust - NEOS S&P 500… US:SPYI · ETF | 0 (era 4 205) | — | — | venduta |
| EATON CORP PLC CUSIP G29183103 | 0 (era 3 816) | — | — | venduta |
| First Trust WCM Internationa… US:WCMI · ETF | 0 (era 785 931) | — | — | venduta |
| iShares Core Dividend Growth… US:DGRO · ETF | 0 (era 3 918) | — | — | venduta |
| T. Rowe Price US Equity Rese… US:TSPA · ETF | 0 (era 8 991) | — | — | venduta |
| Booking Holdings Inc US:BKNG | 0 (era 51) | — | — | venduta |
| Innovator MSCI EAFE Power Bu… US:IJAN · ETF | 0 (era 23 643) | — | — | venduta |
| NVIDIA Corporation US:NVDA | 0 (era 127 869) | — | — | venduta |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 0 (era 1 236) | — | — | venduta |
| DFA Investment Dimensions Gr… US:DFAC · ETF | 0 (era 186 843) | — | — | venduta |
| iShares Core S&P 500 ETF US:IVV · ETF | 0 (era 3 402) | — | — | venduta |
| Henry Schein Inc US:HSIC | 0 (era 80 790) | — | — | venduta |
| Cambria US EW ETF US:USEW · ETF | 0 (era 17 588) | — | — | venduta |
| Gilead Sciences Inc US:GILD | 0 (era 47 146) | — | — | venduta |
| JPMorgan Nasdaq Equity Premi… US:JEPQ · ETF | 0 (era 5 161) | — | — | venduta |
| United Parcel Service Inc US:UPS | 0 (era 2 277) | — | — | venduta |
| Capital One Financial Corpor… US:COF | 0 (era 1 285) | — | — | venduta |
| Innovator International Deve… US:IJUN · ETF | 0 (era 57 018) | — | — | venduta |
| PIMCO ETF Trust - PIMCO Mult… US:PYLD · ETF | 0 (era 1 152 892) | — | — | venduta |
| Waste Management Inc US:WM | 0 (era 1 482) | — | — | venduta |
| Ecolab Inc US:ECL | 0 (era 23 702) | — | — | venduta |
| iShares National Muni Bond E… US:MUB · ETF | 0 (era 2 966) | — | — | venduta |
Nelle aziende presenti nel nostro database 1
| Società | Quota | Azioni | Data del rapporto |
|---|---|---|---|
| Cion Investment Corp | 0.82% | 404 493 | 2026-06-30 |
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