Desglose por sector

04
Technology 26,6%
Financials 19,6%
Industrials 10,2%
Communication Services 5,5%
Retail 3,7%
Healthcare 3,0%
Energy 2,1%
Consumer Discretionary 1,4%
Otro/No mapeado 27,9%

Cartera completa 64 posiciones

05
Tipo Racha Tendencia 8T
SGOV iShares Trust $5 032 530 4,89% 49 980 Subir ×1
NVDA NVIDIA Corporation - Common Stock $4 731 207 4,60% 29 944 $1 303 381
BOXX EA Series Trust $4 483 425 4,36% 39 789 Subir ×1
AMZN Amazon.com, Inc. - Common Stock $3 793 596 3,69% 17 292 $438 780
AVGO Broadcom Inc. - Common Stock $3 639 832 3,54% 13 205 $604 578
UBER Uber Technologies, Inc. Common Stock $2 755 149 2,68% 29 530 Subir ×1
INTU Intuit Inc. - Common Stock $2 518 841 2,45% 3 198 Subir ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $2 490 231 2,42% 7 105 $1 724 970
NFLX Netflix, Inc. - Common Stock $2 376 956 2,31% 1 775 $604 121
GEV GE Vernova Inc. Common Stock $2 370 476 2,30% 4 480 Subir ×1
MSFT Microsoft Corporation - Common Stock $2 323 221 2,26% 4 671 Subir ×1
HODL VanEck Bitcoin Trust $2 320 778 2,26% 76 166 $325 396
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $2 279 457 2,22% 85 888 Subir ×1
NOW ServiceNow, Inc. Common Stock $2 251 495 2,19% 2 190 Subir ×1
META Meta Platforms, Inc. - Class A Common Stock $2 202 803 2,14% 2 984 $-1 296 759
CLOI VanEck ETF Trust $2 092 293 2,03% 39 515 $-1 091 430
CRM Salesforce, Inc. Common Stock $2 059 979 2,00% 7 543 $789 093
LLY Eli Lilly and Company Common Stock $2 031 650 1,97% 2 606 $723 343
SPGI S&P Global Inc. Common Stock $1 987 619 1,93% 3 769 $895 823
PGR Progressive Corporation (The) Common Stock $1 985 294 1,93% 7 439 Subir ×1
PYPL PayPal Holdings, Inc. - Common Stock $1 830 427 1,78% 24 629 Subir ×1
JPM JP Morgan Chase & Co. Common Stock $1 789 035 1,74% 6 171 $978 804
V Visa Inc. $1 784 709 1,73% 5 027 $451 120
PANW Palo Alto Networks, Inc. - Common Stock $1 780 163 1,73% 8 699 $-781 652
FLBL Franklin Senior Loan ETF $1 744 723 1,70% 72 007 Subir ×1
FLRT Pacer Funds Trust $1 717 015 1,67% 36 072 Subir ×1
DELL Dell Technologies Inc. Class C Common Stock $1 698 868 1,65% 13 857 $839 178
LVHD Franklin U.S. Low Volatility High Dividend Index ETF $1 629 565 1,58% 40 882 Subir ×1
MTZ MasTec, Inc. Common Stock $1 574 603 1,53% 9 239 Subir ×1
HGER Harbor Commodity All-Weather Strategy ETF $1 496 653 1,45% 61 616 Subir ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1 479 887 1,44% 6 515 $246 950
EME EMCOR Group, Inc. Common Stock $1 461 854 1,42% 2 733 Subir ×1
TSLA Tesla, Inc. - Common Stock $1 456 471 1,42% 4 585 $-2 375 163
AXP American Express Company Common Stock $1 447 442 1,41% 4 538 $-1 035 699
ALL Allstate Corporation (The) Common Stock $1 429 052 1,39% 7 067 Subir ×1
MA Mastercard Incorporated Common Stock $1 268 190 1,23% 2 257 Subir ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $1 219 999 1,19% 13 030 Subir ×1
EXE Expand Energy Corporation - Common Stock $1 199 687 1,17% 10 259 Subir ×1
GVAL Cambria ETF Trust $1 199 155 1,17% 44 038 Subir ×1
CALF Pacer Funds Trust $1 148 822 1,12% 28 854 Subir ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1 141 873 1,11% 2 242 Subir ×1
EINC VanEck ETF Trust $1 130 479 1,10% 11 454 Subir ×1
ISRG Intuitive Surgical, Inc. - Common Stock $1 098 775 1,07% 2 022 $-496 335
GLD SPDR Gold Shares $1 080 318 1,05% 3 544 Subir ×1
WDAY Workday, Inc. - Class A Common Stock $1 071 360 1,04% 4 464 Subir ×1
AAPL Apple Inc. - Common Stock $1 006 778 0,98% 4 907 $-1 357 511
ICE Intercontinental Exchange Inc. Common Stock $964 224 0,94% 5 255 Subir ×1
APP Applovin Corporation - Class A Common Stock $963 420 0,94% 2 752 Subir ×1
EMR Emerson Electric Company Common Stock $950 376 0,92% 7 128 Subir ×1
ETN Eaton Corporation, PLC Ordinary Shares $930 316 0,90% 2 606 Subir ×1
BRK-B (presentado como BRKB) Berkshire Hathaway Inc. Class B $697 080 0,68% 1 435 $-808 716
BK The Bank of New York Mellon Corporation Common Stock $667 921 0,65% 7 331 Subir ×1
XOM Exxon Mobil Corporation Common Stock $660 701 0,64% 6 129 $-855 133
INCM Franklin Income Focus ETF $628 883 0,61% 23 165 Subir ×1
AJG Arthur J. Gallagher & Co. Common Stock $622 240 0,60% 1 944 $74 150
ANET Arista Networks, Inc. Common Stock $532 728 0,52% 5 207 $-506 254
SPOT Spotify Technology S.A. Ordinary Shares $511 048 0,50% 666 Subir ×1
RTX RTX Corporation Common Stock $422 144 0,41% 2 891 Subir ×1
IBM International Business Machines Corporation Common Stock $407 479 0,40% 1 382 $172 678
PAA Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests $310 029 0,30% 16 923 Subir ×1
JAAA Janus Henderson AAA CLO ETF $298 609 0,29% 5 884 Subir ×1
BUFR First Trust Exchange-Traded Fund VIII $271 540 0,26% 8 539 $-3 051 214
NXPI NXP Semiconductors N.V. - Common Stock $249 576 0,24% 1 137 $-95 871
VRIG Invesco Variable Rate Investment Grade ETF $201 778 0,20% 8 055 Subir ×1

Mayores apuestas nuevas

09

Nuevas posiciones abiertas este trimestre, las mayores primero.

ValorValorAcciones% de la cartera
SGOV $5 032 530 49 980 4,89%
BOXX $4 483 425 39 789 4,36%
UBER $2 755 149 29 530 2,68%
INTU $2 518 841 3 198 2,45%
GEV $2 370 476 4 480 2,30%
MSFT $2 323 221 4 671 2,26%
PYLD $2 279 457 85 888 2,22%
NOW $2 251 495 2 190 2,19%
PGR $1 985 294 7 439 1,93%
PYPL $1 830 427 24 629 1,78%
FLBL $1 744 723 72 007 1,70%
FLRT $1 717 015 36 072 1,67%
LVHD $1 629 565 40 882 1,58%
MTZ $1 574 603 9 239 1,53%
HGER $1 496 653 61 616 1,45%

Principales movimientos (trimestre a trimestre)

10
ValorMovimientoAcciones ΔValor Δ
TSLA Reducido -5K -$2.4M
COIN Compró más +4K +$1.7M
AAPL Reducido -5K -$1.4M
NVDA Compró más +4K +$1.3M
META Reducido -3K -$1.3M
CLOI Reducido -21K -$1.1M
AXP Reducido -4K -$1.0M
JPM Compró más +3K +$979K
SPGI Compró más +2K +$896K
XOM Reducido -8K -$855K

1 position hidden — reported move looks larger than the position itself (data completeness check)