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Lbmc Investment Advisors, Llc
administrator de active · portofoliu $1.85 mld. · 245 poziții · raport la 30.06.2026
Poziții în acțiuni raport pentru 30.06.2026, depus 10.08.2026; modificare — față de 31.03.2026 · 263
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare trimestrială |
|---|---|---|---|---|
| iShares Core S&P 500 ETF US:IVV · ETF | 415 571 | $311 mil. | 16.98% | −4 769 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 1 319 004 | $281 mil. | 15.31% | −4 356 |
| iShares Russell 2000 ETF US:IWM · ETF | 702 868 | $211 mil. | 11.52% | −1 941 |
| iShares Core High Dividend E… US:HDV · ETF | 2 307 284 | $63.2 mil. | 3.45% | +1 848 884 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 622 624 | $60.1 mil. | 3.28% | +27 464 |
| iShares MSCI EAFE ETF US:EFA · ETF | 486 616 | $50.5 mil. | 2.76% | −1 824 |
| iShares iBonds 2028 Term Hig… US:IBHH · ETF | 1 937 560 | $45.5 mil. | 2.48% | +196 432 |
| iShares iBonds 2029 Term Hig… US:IBHI · ETF | 1 709 445 | $40.0 mil. | 2.18% | +241 669 |
| iShares® iBonds® 2027 Term H… US:IBHG · ETF | 1 772 416 | $39.1 mil. | 2.14% | +155 798 |
| iShares Select Dividend ETF US:DVY · ETF | 231 257 | $36.1 mil. | 1.97% | +550 |
| iShares Trust - iShares iBon… US:IBHJ · ETF | 1 189 960 | $31.5 mil. | 1.72% | +256 373 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 435 092 | $31.0 mil. | 1.69% | +3 296 |
| Vanguard High Dividend Yield… US:VYM · ETF | 184 044 | $29.1 mil. | 1.59% | +8 587 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 189 650 | $28.1 mil. | 1.53% | +10 888 |
| iShares iBonds 2026 Term Hig… US:IBHF · ETF | 1 161 706 | $26.3 mil. | 1.44% | +37 876 |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 149 225 | $18.1 mil. | 0.99% | −160 |
| Apple Inc. US:AAPL | 62 360 | $18.0 mil. | 0.98% | −265 |
| Vanguard S&P 500 ETF US:VOO · ETF | 25 231 | $17.3 mil. | 0.95% | −56 |
| IBHK US:IBHK · ETF | 665 633 | $17.2 mil. | 0.94% | +180 024 |
| HCA Healthcare, Inc. US:HCA | 43 301 | $16.9 mil. | 0.92% | +1 |
| iShares Cohen & Steers REIT… US:ICF · ETF | 238 394 | $16.1 mil. | 0.88% | −858 |
| iShares S&P 500 Growth ETF US:IVW · ETF | 112 572 | $15.5 mil. | 0.84% | −5 436 |
| iShares iBonds Dec 2027 Term… US:IBMP · ETF | 584 924 | $14.9 mil. | 0.81% | +18 198 |
| iShares Trust - iShares iBon… US:IBMQ · ETF | 577 987 | $14.8 mil. | 0.81% | +18 306 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 171 084 | $13.8 mil. | 0.75% | +128 345 |
| iShares iBonds Dec 2026 Term… US:IBMO · ETF | 520 304 | $13.3 mil. | 0.73% | −4 839 |
| iShares Trust - iShares iBon… US:IBMR · ETF | 520 275 | $13.2 mil. | 0.72% | +32 781 |
| iShares U.S. Utilities ETF US:IDU · ETF | 107 355 | $12.3 mil. | 0.67% | +470 |
| iShares Core Aggressive Allo… US:AOA · ETF | 125 330 | $12.2 mil. | 0.67% | −1 091 |
| Alphabet Inc. US:GOOG | 28 532 | $10.1 mil. | 0.55% | +1 397 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 117 665 | $9.75 mil. | 0.53% | +7 017 |
| iShares S&P 500 Value ETF US:IVE · ETF | 41 803 | $9.49 mil. | 0.52% | −175 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 145 375 | $8.68 mil. | 0.47% | +1 514 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 88 993 | $8.58 mil. | 0.47% | −3 171 |
| iShares Trust - iShares iBon… US:IBDU · ETF | 367 266 | $8.51 mil. | 0.46% | +59 694 |
| IBMS US:IBMS · ETF | 323 023 | $8.36 mil. | 0.46% | +53 879 |
| Amazon.com, Inc. US:AMZN | 34 578 | $8.24 mil. | 0.45% | +1 280 |
| iShares Trust - iShares iBon… US:IBDV · ETF | 345 712 | $7.54 mil. | 0.41% | +63 956 |
| Microsoft Corporation US:MSFT | 19 159 | $7.15 mil. | 0.39% | +1 856 |
| iShares iBonds Dec 2028 Term… US:IBDT · ETF | 280 115 | $7.07 mil. | 0.39% | +47 557 |
| iShares MSCI Emerging Market… US:EEM · ETF | 95 835 | $6.56 mil. | 0.36% | +370 |
| AFLAC INC US:AFL | 52 655 | $6.17 mil. | 0.34% | — |
| Alphabet Inc. US:GOOGL | 16 963 | $6.06 mil. | 0.33% | +1 114 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 12 026 | $6.02 mil. | 0.33% | −525 |
| State Street SPDR Portfolio… US:SPDW · ETF | 116 875 | $5.89 mil. | 0.32% | −1 794 |
| Gorman-Rupp Company US:GRC | 61 116 | $5.61 mil. | 0.31% | — |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 7 259 | $5.42 mil. | 0.30% | +9 |
| Invesco QQQ Trust US:QQQ · ETF | 6 843 | $5.04 mil. | 0.27% | +140 |
| iShares Core Growth Allocati… US:AOR · ETF | 69 427 | $4.83 mil. | 0.26% | −1 070 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 55 708 | $4.30 mil. | 0.23% | +1 951 |
| iShares iBonds 2032 Term Hig… US:IBHL · ETF | 164 572 | $4.18 mil. | 0.23% | +23 221 |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 33 048 | $3.93 mil. | 0.21% | +25 |
| Meta Platforms, Inc. US:META | 6 769 | $3.81 mil. | 0.21% | +63 |
| Vanguard Information Technol… US:VGT · ETF | 31 118 | $3.72 mil. | 0.20% | +27 230 |
| iBonds Dec 2031 Term Muni Bo… US:IBMT · ETF | 132 100 | $3.41 mil. | 0.19% | +6 064 |
| Cisco Systems Inc US:CSCO | 28 898 | $3.39 mil. | 0.19% | +16 955 |
| Caterpillar Inc US:CAT | 3 172 | $3.38 mil. | 0.18% | −14 |
| NVIDIA Corporation US:NVDA | 16 820 | $3.37 mil. | 0.18% | +285 |
| Smith AO Corporation US:AOS | 52 918 | $3.32 mil. | 0.18% | — |
| Capital One Financial Corpor… US:COF | 16 357 | $3.28 mil. | 0.18% | — |
| The Home Depot Inc US:HD | 9 043 | $3.19 mil. | 0.17% | +279 |
| The Coca-Cola Company US:KO | 38 490 | $3.13 mil. | 0.17% | −269 |
| AON PLC CUSIP G0403H108 | 9 127 | $3.03 mil. | 0.17% | +14 |
| iShares MSCI USA Equal Weigh… US:EUSA · ETF | 25 067 | $2.86 mil. | 0.16% | +51 |
| JPMorgan Chase & Co. US:JPM | 8 716 | $2.85 mil. | 0.16% | +170 |
| Broadcom Inc. US:AVGO | 6 617 | $2.50 mil. | 0.14% | +1 147 |
| Invesco BulletShares 2029 Hi… US:BSJT · ETF | 115 583 | $2.44 mil. | 0.13% | +86 |
| Invesco BulletShares 2028 Hi… US:BSJS · ETF | 111 946 | $2.43 mil. | 0.13% | +39 |
| Tema S&P 500 Historical Weig… US:DSPY · ETF | 36 724 | $2.42 mil. | 0.13% | +6 725 |
| Invesco Exchange-Traded Self… US:BSJU · ETF | 91 126 | $2.35 mil. | 0.13% | +37 |
| Micron Technology Inc US:MU | 2 010 | $2.32 mil. | 0.13% | −1 236 |
| SPDR® MSCI USA StrategicFact… US:QUS · ETF | 12 199 | $2.28 mil. | 0.12% | +54 |
| iShares Trust - iShares iBon… US:IBDW · ETF | 101 934 | $2.12 mil. | 0.12% | −3 191 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 70 093 | $2.06 mil. | 0.11% | — |
| Eli Lilly and Company US:LLY | 1 708 | $2.05 mil. | 0.11% | −1 786 |
| NEBIUS GROUP N.V. CUSIP N97284108 | 7 190 | $1.99 mil. | 0.11% | — |
| Exxon Mobil Corporation US:XOM | 14 472 | $1.98 mil. | 0.11% | +348 |
| Vanguard Total World Stock I… US:VT · ETF | 12 172 | $1.91 mil. | 0.10% | +14 |
| State Street® SPDR® Portfoli… US:SPYM · ETF | 21 565 | $1.90 mil. | 0.10% | +388 |
| GE Aerospace US:GE | 5 063 | $1.89 mil. | 0.10% | +342 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 58 923 | $1.83 mil. | 0.10% | — |
| Johnson & Johnson US:JNJ | 6 998 | $1.78 mil. | 0.10% | +134 |
| Southern Company US:SO | 18 350 | $1.76 mil. | 0.10% | −8 018 |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 14 519 | $1.71 mil. | 0.09% | +4 |
| Oracle Corporation US:ORCL | 11 572 | $1.70 mil. | 0.09% | +27 |
| GE Vernova LLC US:GEV | 1 425 | $1.67 mil. | 0.09% | +258 |
| Mastercard Inc US:MA | 3 188 | $1.64 mil. | 0.09% | +47 |
| Pinnacle Financial Partners,… US:PNFP | 16 010 | $1.62 mil. | 0.09% | −3 400 |
| International Business Machi… US:IBM | 5 743 | $1.61 mil. | 0.09% | +55 |
| Invesco BulletShares 2027 Hi… US:BSJR · ETF | 71 087 | $1.59 mil. | 0.09% | +33 |
| AbbVie Inc US:ABBV | 6 092 | $1.53 mil. | 0.08% | +185 |
| Costco Wholesale Corporation US:COST | 1 634 | $1.53 mil. | 0.08% | −444 |
| iShares Trust - iShares iBon… US:IBDX · ETF | 59 937 | $1.51 mil. | 0.08% | +129 |
| Vanguard Total Stock Market… US:VTI · ETF | 3 951 | $1.46 mil. | 0.08% | +1 085 |
| Dimensional US Marketwide Va… US:DFUV · ETF | 26 409 | $1.45 mil. | 0.08% | +38 |
| Visa Inc. Class A US:V | 4 093 | $1.40 mil. | 0.08% | +288 |
| RTX Corporation US:RTX | 7 157 | $1.36 mil. | 0.07% | −154 |
| Vanguard S&P Small-Cap 600 I… US:VIOO · ETF | 9 872 | $1.36 mil. | 0.07% | — |
| Invesco BulletShares 2031 Hi… US:BSJV · ETF | 49 761 | $1.31 mil. | 0.07% | +35 |
| IBMU US:IBMU · fond | 49 365 | $1.26 mil. | 0.07% | nouă |
| Walt Disney Co US:DIS | 12 877 | $1.24 mil. | 0.07% | +155 |
| Intel Corporation US:INTC | 8 571 | $1.20 mil. | 0.07% | — |
| CITIGROUP INC US:C | 8 479 | $1.19 mil. | 0.06% | −1 500 |
| iShares Core Dividend Growth… US:DGRO · ETF | 15 000 | $1.14 mil. | 0.06% | — |
| Blackstone Inc. US:BX | 9 487 | $1.12 mil. | 0.06% | +106 |
| Goldman Sachs Group Inc US:GS | 1 099 | $1.11 mil. | 0.06% | +205 |
| Tesla, Inc. US:TSLA | 2 633 | $1.11 mil. | 0.06% | +407 |
| Shopify Inc US:SHOP | 9 618 | $1.10 mil. | 0.06% | +668 |
| SmartFinancial, Inc. US:SMBK | 23 048 | $1.08 mil. | 0.06% | — |
| Advanced Micro Devices Inc US:AMD | 1 855 | $1.08 mil. | 0.06% | −5 056 |
| iShares Russell 1000 Growth… US:IWF · ETF | 8 373 | $1.04 mil. | 0.06% | +6 335 |
| WELLS FARGO & COMPANY/MN US:WFC | 11 626 | $961 mii | 0.05% | — |
| The Boeing Company US:BA | 4 365 | $945 mii | 0.05% | −350 |
| UNITEDHEALTH GROUP INC US:UNH | 2 235 | $929 mii | 0.05% | +13 |
| Bank of America Corp US:BAC | 16 280 | $928 mii | 0.05% | −1 367 |
| First Trust Exchange-Traded… US:FDEC · ETF | 16 748 | $912 mii | 0.05% | — |
| Health Care Select Sector SP… US:XLV · ETF | 5 687 | $902 mii | 0.05% | — |
| Vanguard Dividend Appreciati… US:VIG · ETF | 3 808 | $901 mii | 0.05% | −41 |
| MERCK & CO INC US:MRK | 6 967 | $895 mii | 0.05% | −2 032 |
| Technology Select Sector SPD… US:XLK · ETF | 4 583 | $873 mii | 0.05% | +35 |
| Invesco NASDAQ 100 ETF US:QQQM · ETF | 2 854 | $865 mii | 0.05% | +380 |
| Schwab Fundamental Internati… US:FNDF · ETF | 16 321 | $861 mii | 0.05% | — |
| MongoDB US:MDB | 2 500 | $840 mii | 0.05% | — |
| Regions Financial Corporatio… US:RF | 27 765 | $839 mii | 0.05% | −310 |
| Schwab Fundamental U.S. Smal… US:FNDA · ETF | 21 854 | $832 mii | 0.05% | — |
| PNC Financial Services Group… US:PNC | 3 302 | $813 mii | 0.04% | — |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 13 105 | $797 mii | 0.04% | +55 |
| Palo Alto Networks Inc US:PANW | 2 335 | $796 mii | 0.04% | +26 |
| Walmart Inc. US:WMT | 6 986 | $791 mii | 0.04% | −2 399 |
| SPDR® Portfolio Emerging Mar… US:SPEM · ETF | 14 435 | $747 mii | 0.04% | +6 |
| Chevron Corp US:CVX | 4 491 | $744 mii | 0.04% | −2 020 |
| iShares iBonds Dec 2028 Term… US:IBTI · ETF | 33 384 | $739 mii | 0.04% | +86 |
| FIS Christian Stock Fund ETF US:PRAY · ETF | 20 780 | $737 mii | 0.04% | — |
| Palantir Technologies Inc. US:PLTR | 6 293 | $734 mii | 0.04% | +2 251 |
| EATON CORP PLC CUSIP G29183103 | 1 684 | $718 mii | 0.04% | −200 |
| ProShares Ultra QQQ US:QLD · ETF | 7 112 | $688 mii | 0.04% | — |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 1 298 | $678 mii | 0.04% | +1 |
| ConocoPhillips US:COP | 6 297 | $655 mii | 0.04% | −252 |
| Schwab International Equity… US:SCHF · ETF | 22 484 | $623 mii | 0.03% | −862 |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 8 626 | $603 mii | 0.03% | +16 |
| iShares iBonds Dec 2027 Term… US:IBTH · ETF | 26 400 | $591 mii | 0.03% | — |
| Vanguard Growth Index Fund E… US:VUG · ETF | 6 821 | $588 mii | 0.03% | +6 290 |
| MORGAN STANLEY US:MS | 2 806 | $587 mii | 0.03% | −1 |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 16 070 | $581 mii | 0.03% | — |
| United Airlines Holdings Inc US:UAL | 4 267 | $580 mii | 0.03% | — |
| The Travelers Companies Inc US:TRV | 1 750 | $578 mii | 0.03% | — |
| iShares Bitcoin Trust US:IBIT · ETF | 16 620 | $553 mii | 0.03% | −4 166 |
| iShares iBonds Dec 2033 Term… US:IBDY · ETF | 21 370 | $550 mii | 0.03% | — |
| iShares iBonds Dec 2026 Term… US:IBTG · ETF | 23 920 | $548 mii | 0.03% | — |
| iShares International Select… US:IDV · ETF | 13 095 | $543 mii | 0.03% | +229 |
| iShares iBonds 2033 Term Hig… US:IBHM · ETF | 19 700 | $501 mii | 0.03% | nouă |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 1 000 | $491 mii | 0.03% | — |
| Vertiv Holdings Co US:VRT | 1 428 | $478 mii | 0.03% | nouă |
| Deere & Company US:DE | 751 | $476 mii | 0.03% | — |
| Invesco S&P 500® Quality ETF US:SPHQ · ETF | 5 205 | $469 mii | 0.03% | — |
| Synopsys Inc US:SNPS | 1 048 | $467 mii | 0.03% | — |
| U.S. Bancorp US:USB | 7 720 | $466 mii | 0.03% | — |
| ABBOTT LABORATORIES US:ABT | 5 128 | $465 mii | 0.03% | −24 |
| Nextera Energy Inc US:NEE | 5 218 | $458 mii | 0.02% | −51 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 2 101 | $458 mii | 0.02% | nouă |
| FIFTH THIRD BANCORP US:FITB | 8 000 | $451 mii | 0.02% | — |
| Royal Bank of Canada US:RY | 2 176 | $450 mii | 0.02% | −78 |
| Alpha Architect U.S. Quantit… US:QVAL · ETF | 8 000 | $444 mii | 0.02% | — |
| Vulcan Materials Company US:VMC | 1 500 | $443 mii | 0.02% | — |
| SCHWAB CHARLES CORP US:SCHW | 4 728 | $436 mii | 0.02% | +256 |
| Capital Southwest Corporatio… US:CSWC | 18 250 | $434 mii | 0.02% | — |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 5 416 | $422 mii | 0.02% | −1 136 |
| Truist Financial Corp US:TFC | 8 160 | $407 mii | 0.02% | +62 |
| SPDR® S&P Dividend ETF US:SDY · ETF | 2 664 | $405 mii | 0.02% | +3 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 3 649 | $403 mii | 0.02% | — |
| City Holding Company US:CHCO | 3 000 | $398 mii | 0.02% | — |
| SPDR® S&P 600 Small Cap Grow… US:SLYG · ETF | 3 314 | $395 mii | 0.02% | +4 |
| Bahl & Gaynor Income Growth… US:BGIG · ETF | 10 998 | $395 mii | 0.02% | nouă |
| Space Exploration Technologi… US:SPCX | 2 308 | $394 mii | 0.02% | nouă |
| Atmos Energy Corporation US:ATO | 2 282 | $393 mii | 0.02% | +35 |
| Cardinal Health Inc US:CAH | 1 638 | $389 mii | 0.02% | — |
| iShares Gold Trust US:IAU · ETF | 5 078 | $383 mii | 0.02% | +1 200 |
| iShares Trust US:IBDZ · ETF | 14 600 | $380 mii | 0.02% | — |
| Nucor Corp US:NUE | 1 700 | $379 mii | 0.02% | — |
| The TJX Companies Inc US:TJX | 2 494 | $378 mii | 0.02% | +1 030 |
| General Motors Company US:GM | 4 900 | $378 mii | 0.02% | — |
| United Rentals Inc US:URI | 331 | $375 mii | 0.02% | +6 |
| SPDR® S&P Regional Banking E… US:KRE · ETF | 5 000 | $374 mii | 0.02% | — |
| Freeport-McMoran Copper & Go… US:FCX | 5 835 | $367 mii | 0.02% | +1 585 |
| PepsiCo Inc US:PEP | 2 663 | $361 mii | 0.02% | −1 259 |
| Schwab Fundamental Emerging… US:FNDE · ETF | 8 735 | $347 mii | 0.02% | — |
| Align Technology Inc US:ALGN | 2 045 | $345 mii | 0.02% | +45 |
| Main Street Capital Corporat… US:MAIN | 6 636 | $344 mii | 0.02% | — |
| Schwab Fundamental Internati… US:FNDC · ETF | 7 061 | $343 mii | 0.02% | — |
| FEDEX CORP US:FDX | 1 090 | $341 mii | 0.02% | — |
| Bristol-Myers Squibb Company US:BMY | 5 755 | $332 mii | 0.02% | −1 700 |
| Enterprise Products Partners… US:EPD | 8 888 | $327 mii | 0.02% | +927 |
| McKesson Corporation US:MCK | 430 | $325 mii | 0.02% | — |
| iShares iBonds Dec 2029 Term… US:IBTJ · ETF | 14 726 | $319 mii | 0.02% | — |
| Phillips 66 US:PSX | 1 840 | $311 mii | 0.02% | −699 |
| Consumer Discretionary Selec… US:XLY · ETF | 2 634 | $309 mii | 0.02% | — |
| iShares MSCI USA ESG Select US:SUSA · ETF | 1 994 | $308 mii | 0.02% | nouă |
| i3 Verticals Inc US:IIIV | 14 326 | $306 mii | 0.02% | — |
| McDonald’s Corporation US:MCD | 1 131 | $306 mii | 0.02% | −3 |
| Lumentum Holdings Inc. US:LITE | 356 | $305 mii | 0.02% | nouă |
| CrowdStrike Holdings, Inc. US:CRWD | 399 | $304 mii | 0.02% | nouă |
| Corteva, Inc. US:CTVA | 3 587 | $304 mii | 0.02% | — |
| SPDR® Gold Shares US:GLD · ETF | 815 | $300 mii | 0.02% | — |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 1 101 | $299 mii | 0.02% | nouă |
| Taiwan Semiconductor Manufac… US:TSM | 622 | $297 mii | 0.02% | nouă |
| Energy Transfer LP US:ET | 15 406 | $295 mii | 0.02% | +1 561 |
| Qnity Electronics, Inc US:Q | 1 793 | $293 mii | 0.02% | — |
| Airbnb Inc US:ABNB | 2 038 | $292 mii | 0.02% | nouă |
| Amphenol Corporation US:APH | 1 647 | $290 mii | 0.02% | +27 |
| Procter & Gamble Company US:PG | 1 969 | $289 mii | 0.02% | −163 |
| Astera Labs, Inc. US:ALAB | 568 | $274 mii | 0.01% | nouă |
| Global X Uranium ETF US:URA · ETF | 6 250 | $273 mii | 0.01% | +112 |
| ASML HLDG NV CUSIP N07059210 | 134 | $267 mii | 0.01% | nouă |
| Pfizer Inc US:PFE | 10 922 | $263 mii | 0.01% | −3 000 |
| VanEck Semiconductor ETF US:SMH · ETF | 400 | $262 mii | 0.01% | nouă |
| Motley Fool 100 Index ETF US:TMFC · ETF | 3 364 | $256 mii | 0.01% | — |
| iShares S&P 100 ETF US:OEF · ETF | 697 | $255 mii | 0.01% | — |
| American Express Company US:AXP | 750 | $254 mii | 0.01% | — |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 3 011 | $249 mii | 0.01% | +2 510 |
| BWX Technologies Inc US:BWXT | 1 261 | $245 mii | 0.01% | nouă |
| iShares Russell 1000 Value E… US:IWD · ETF | 1 009 | $245 mii | 0.01% | nouă |
| ARK Genomic Revolution ETF US:ARKG · ETF | 5 805 | $244 mii | 0.01% | nouă |
| Global X Defense Tech ETF US:SHLD · ETF | 4 008 | $239 mii | 0.01% | — |
| Revvity Inc. US:RVTY | 2 133 | $237 mii | 0.01% | nouă |
| VictoryShares US 500 Enhance… US:CFO · ETF | 2 872 | $230 mii | 0.01% | — |
| Philip Morris International… US:PM | 1 265 | $229 mii | 0.01% | nouă |
| WesBanco, Inc. US:WSBC | 5 768 | $225 mii | 0.01% | nouă |
| ARK Autonomous Technology &… US:ARKQ · ETF | 1 685 | $223 mii | 0.01% | nouă |
| Marvell Technology, Inc. US:MRVL | 724 | $216 mii | 0.01% | nouă |
| United Community Banks, Inc. US:UCB | 6 107 | $214 mii | 0.01% | nouă |
| Schwab Emerging Markets Equi… US:SCHE · ETF | 5 810 | $211 mii | 0.01% | nouă |
| Schwab International Small-C… US:SCHC · ETF | 4 339 | $209 mii | 0.01% | — |
| JPMorgan International Value… US:JIVE · ETF | 2 213 | $203 mii | 0.01% | nouă |
| iShares U.S. Real Estate ETF US:IYR · ETF | 1 990 | $203 mii | 0.01% | nouă |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 4 000 | $202 mii | 0.01% | nouă |
| Industrial Select Sector SPD… US:XLI · ETF | 1 092 | $202 mii | 0.01% | nouă |
| United Parcel Service Inc US:UPS | 1 863 | $200 mii | 0.01% | nouă |
| iShares iBonds Dec 2030 Term… US:IBTK · ETF | 10 090 | $197 mii | 0.01% | — |
| EATON VANCE TAX-MANAGED BUY- CUSIP 27828Y108 | 12 000 | $179 mii | 0.01% | nouă |
| Immunitybio Inc US:IBRX | 19 000 | $166 mii | 0.01% | — |
| FORD MOTOR CO US:F | 11 955 | $166 mii | 0.01% | +44 |
| 21shares Sui ETF Common Shar… US:TSUI · ETF | 11 302 | $157 mii | 0.01% | nouă |
| Ardent Health Partners, Inc. US:ARDT | 10 000 | $98.4 mii | 0.01% | nouă |
| AT&T Inc. US:T | 0 (era 10 738) | — | — | vândută |
| Super Micro Computer Inc US:SMCI | 0 (era 39 418) | — | — | vândută |
| Analog Devices Inc US:ADI | 0 (era 1 892) | — | — | vândută |
| Texas Instruments Incorporat… US:TXN | 0 (era 1 286) | — | — | vândută |
| Applied Digital Corporation US:APLD | 0 (era 11 930) | — | — | vândută |
| Verizon Communications Inc US:VZ | 0 (era 5 640) | — | — | vândută |
| Applied Materials Inc US:AMAT | 0 (era 1 050) | — | — | vândută |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 0 (era 1 000) | — | — | vândută |
| Duke Energy CORP US:DUK | 0 (era 1 541) | — | — | vândută |
| FB Financial Corp US:FBK | 0 (era 5 614) | — | — | vândută |
| Fidelity Wise Origin Bitcoin… US:FBTC · ETF | 0 (era 10 850) | — | — | vândută |
| Honeywell International Inc US:HON | 0 (era 1 654) | — | — | vândută |
| iShares Preferred and Income… US:PFF · ETF | 0 (era 7 816) | — | — | vândută |
| iShares iBonds Dec 2026 Term… US:IBDR · ETF | 0 (era 211 425) | — | — | vândută |
| iShares iBonds Dec 2027 Term… US:IBDS · ETF | 0 (era 259 209) | — | — | vândută |
| LISTED FDS TR CUSIP 53656G167 | 0 (era 36 834) | — | — | vândută |
| Marathon Petroleum Corp US:MPC | 0 (era 1 338) | — | — | vândută |
| Strategy Inc US:MSTR | 0 (era 1 858) | — | — | vândută |
| Prudential Financial, Inc. US:PRU | 0 (era 2 297) | — | — | vândută |
| Snowflake Inc. US:SNOW | 0 (era 4 328) | — | — | vândută |
În companiile din baza noastră de date 4
| Companie | Participație | Acțiuni | Data raportului |
|---|---|---|---|
| Truxton Corporation | 0.29% | 8 339 | 2025-09-30 |
| Atlas Salt Inc | 0.01% | 10 000 | 2025-09-30 |
| Icon Media Holdings Inc | 0% | 100 000 | 2025-09-30 |
| Univec Inc | 0% | 22 200 | 2023-03-31 |
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