PROEQUITIES, INC.
CIK 752798 · Voir sur SEC EDGAR ↗
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Répartition sectorielle
Technology
8,5%
Industrials
4,4%
Health Care
3,5%
Retail
3,3%
Financial Services
2,7%
Financials
2,3%
Communication Services
2,0%
Energy
1,7%
Consumer Discretionary
1,4%
Utilities
1,3%
Consumer Staples
1,0%
Consumer products
0,7%
Real Estate
0,7%
Telecommunication
0,5%
Materials
0,5%
Communications
0,3%
Packaging
0,2%
Logistics & Transportation
0,1%
Paper & Forest
0,1%
Diversified Consumer Services
0,1%
N/A
0,0%
Autre/Non mappé
65,1%
Portefeuille complet 2 239 positions
| Type | Série | Tendance 8 trimestres | |||||
|---|---|---|---|---|---|---|---|
| MGC | $45 936 844 | 2,60% | 208 889 | Hausse ×1 | |||
| IVV | $42 283 551 | 2,39% | 69 397 | Hausse ×1 | |||
| QUAL | $37 230 500 | 2,10% | 202 648 | Hausse ×1 | |||
| VOO | $30 747 837 | 1,74% | 55 142 | Hausse ×1 | |||
| VEA | $29 870 319 | 1,69% | 604 662 | Hausse ×1 | |||
| AAPL Apple Inc. - Common Stock | $29 345 368 | 1,66% | 150 811 | Hausse ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $28 804 181 | 1,63% | 636 275 | Hausse ×1 | |||
| MBB iShares MBS ETF | $27 874 195 | 1,58% | 303 740 | Hausse ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $26 123 711 | 1,48% | 277 827 | Hausse ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $25 491 930 | 1,44% | 57 131 | Hausse ×1 | |||
| AGG | $23 970 899 | 1,36% | 247 097 | Hausse ×1 | |||
| VO | $22 780 663 | 1,29% | 82 336 | Hausse ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $21 438 708 | 1,21% | 91 225 | Hausse ×1 | |||
| IVW | $19 422 413 | 1,10% | 182 989 | Hausse ×1 | |||
| SCHG | $18 392 171 | 1,04% | 636 848 | Hausse ×1 | |||
| DYNF | $18 210 939 | 1,03% | 343 279 | Hausse ×1 | |||
| VONG Vanguard Russell 1000 Growth ETF | $16 956 953 | 0,96% | 158 506 | Hausse ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $15 487 335 | 0,88% | 78 073 | Hausse ×1 | |||
| VUG | $14 109 531 | 0,80% | 33 238 | Hausse ×1 | |||
| RSP | $13 687 794 | 0,77% | 75 419 | Hausse ×1 | |||
| BINC | $13 659 127 | 0,77% | 260 969 | Hausse ×1 | |||
| VTI | $12 894 971 | 0,73% | 42 897 | Hausse ×1 | |||
| IJR | $12 487 785 | 0,71% | 105 010 | Hausse ×1 | |||
| BNDX Vanguard Total International Bond ETF | $12 083 208 | 0,68% | 246 949 | Hausse ×1 | |||
| LQD | $11 985 263 | 0,68% | 111 949 | Hausse ×1 | |||
| IEFA | $11 544 057 | 0,65% | 159 141 | Hausse ×1 | |||
| XLF XLF | $11 510 240 | 0,65% | 228 332 | Hausse ×1 | |||
| EFG | $11 305 725 | 0,64% | 111 827 | Hausse ×1 | |||
| SCHD | $11 206 106 | 0,63% | 401 365 | Hausse ×1 | |||
| EFV | $11 171 205 | 0,63% | 207 798 | Hausse ×1 | |||
| VWO | $11 023 476 | 0,62% | 249 569 | Hausse ×1 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $10 979 437 | 0,62% | 183 266 | Hausse ×1 | |||
| XLV XLV | $10 684 973 | 0,60% | 75 151 | Hausse ×1 | |||
| XLK XLK | $10 420 271 | 0,59% | 43 168 | Hausse ×1 | |||
| IVE | $10 145 205 | 0,57% | 51 918 | Hausse ×1 | |||
| PSI | $10 029 922 | 0,57% | 154 354 | Hausse ×1 | |||
| MA Mastercard Incorporated Common Stock | $9 683 989 | 0,55% | 18 343 | Hausse ×1 | |||
| WMT Walmart Inc. - Common Stock | $9 199 645 | 0,52% | 98 677 | Hausse ×1 | |||
| BSV | $9 179 933 | 0,52% | 118 696 | Hausse ×1 | |||
| BRKB | $8 863 435 | 0,50% | 19 247 | Hausse ×1 | |||
| VTV | $8 638 543 | 0,49% | 49 091 | Hausse ×1 | |||
| SPY SPY | $8 446 596 | 0,48% | 13 884 | Hausse ×1 | |||
| V Visa Inc. | $8 308 765 | 0,47% | 25 679 | Hausse ×1 | |||
| FLTR | $8 149 424 | 0,46% | 319 460 | Hausse ×1 | |||
| XMHQ | $8 001 045 | 0,45% | 77 022 | Hausse ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $7 937 753 | 0,45% | 19 356 | Hausse ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $7 872 565 | 0,45% | 137 897 | Hausse ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $7 709 828 | 0,44% | 12 365 | Hausse ×1 | |||
| PTY Pimco Corporate & Income Opportunity Fund | $7 415 144 | 0,42% | 506 538 | Hausse ×1 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $7 254 785 | 0,41% | 191 672 | Hausse ×1 | |||
| MUB | $7 155 889 | 0,40% | 88 096 | Hausse ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $7 107 862 | 0,40% | 26 916 | Hausse ×1 | |||
| BND Vanguard Total Bond Market ETF | $7 095 793 | 0,40% | 98 539 | Hausse ×1 | |||
| COWZ | $6 804 614 | 0,38% | 116 577 | Hausse ×1 | |||
| HACK | $6 660 504 | 0,38% | 84 492 | Hausse ×1 | |||
| XLE XLE | $6 636 682 | 0,38% | 72 311 | Hausse ×1 | |||
| VXUS Vanguard Total International Stock ETF | $6 603 206 | 0,37% | 109 343 | Hausse ×1 | |||
| XAR | $6 582 069 | 0,37% | 36 753 | Hausse ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $6 444 374 | 0,36% | 19 021 | Hausse ×1 | |||
| VYM | $6 427 020 | 0,36% | 48 686 | Hausse ×1 | |||
| SHYG | $6 397 671 | 0,36% | 148 369 | Hausse ×1 | |||
| BIV | $6 344 577 | 0,36% | 84 866 | Hausse ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $6 127 562 | 0,35% | 11 790 | Hausse ×1 | |||
| XSD | $6 096 748 | 0,34% | 22 630 | Hausse ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $6 095 501 | 0,34% | 6 452 | Hausse ×1 | |||
| VOT | $6 047 293 | 0,34% | 22 272 | Hausse ×1 | |||
| VGT | $6 002 992 | 0,34% | 10 878 | Hausse ×1 | |||
| VB | $5 853 227 | 0,33% | 23 296 | Hausse ×1 | |||
| SDY | $5 662 623 | 0,32% | 42 458 | Hausse ×1 | |||
| DIA | $5 648 786 | 0,32% | 12 796 | Hausse ×1 | |||
| IYW | $5 574 578 | 0,32% | 33 610 | Hausse ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $5 518 637 | 0,31% | 63 063 | Hausse ×1 | |||
| VFH | $5 513 751 | 0,31% | 44 649 | Hausse ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5 504 803 | 0,31% | 9 580 | Hausse ×1 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $5 433 308 | 0,31% | 119 782 | Hausse ×1 | |||
| HYHG | $5 395 308 | 0,31% | 81 267 | Hausse ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $5 382 413 | 0,30% | 22 342 | Hausse ×1 | |||
| CGDV | $5 243 169 | 0,30% | 144 719 | Hausse ×1 | |||
| XLY XLY | $5 228 354 | 0,30% | 22 729 | Hausse ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $5 212 697 | 0,29% | 47 592 | Hausse ×1 | |||
| MTUM | $5 135 210 | 0,29% | 23 134 | Hausse ×1 | |||
| BLV | $5 078 021 | 0,29% | 74 056 | Hausse ×1 | |||
| FV First Trust Dorsey Wright Focus 5 ETF | $4 983 867 | 0,28% | 80 372 | Hausse ×1 | |||
| VIG | $4 812 235 | 0,27% | 23 932 | Hausse ×1 | |||
| LLY Eli Lilly and Company Common Stock | $4 752 395 | 0,27% | 6 303 | Hausse ×1 | |||
| ITOT | $4 742 989 | 0,27% | 35 536 | Hausse ×1 | |||
| ADBE Adobe Inc. - Common Stock | $4 702 501 | 0,27% | 10 753 | Hausse ×1 | |||
| VDC | $4 677 514 | 0,26% | 22 304 | Hausse ×1 | |||
| IJH | $4 585 150 | 0,26% | 70 024 | Hausse ×1 | |||
| DON | $4 581 483 | 0,26% | 87 117 | Hausse ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $4 447 311 | 0,25% | 71 986 | Hausse ×1 | |||
| BUFR | $4 443 940 | 0,25% | 143 076 | Hausse ×1 | |||
| CLOA iShares AAA CLO Active ETF | $4 349 123 | 0,25% | 83 782 | Hausse ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $4 346 451 | 0,25% | 21 729 | Hausse ×1 | |||
| AXP American Express Company Common Stock | $4 338 469 | 0,25% | 13 434 | Hausse ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $4 323 697 | 0,24% | 26 246 | Hausse ×1 | |||
| DGRO | $4 265 696 | 0,24% | 67 817 | Hausse ×1 | |||
| XLI XLI | $4 188 687 | 0,24% | 29 866 | Hausse ×1 | |||
| TLH | $4 019 607 | 0,23% | 40 370 | Hausse ×1 | |||
| FLBL | $4 018 167 | 0,23% | 164 679 | Hausse ×1 | |||
| Aucune correspondance | |||||||
Plus gros nouveaux paris
Nouvelles positions ouvertes ce trimestre, par ordre décroissant.
| Titre | Valeur | Actions | % du portefeuille |
|---|---|---|---|
| MGC | $45 936 844 | 208 889 | 2,60% |
| IVV | $42 283 551 | 69 397 | 2,39% |
| QUAL | $37 230 500 | 202 648 | 2,10% |
| VOO | $30 747 837 | 55 142 | 1,74% |
| VEA | $29 870 319 | 604 662 | 1,69% |
| AAPL | $29 345 368 | 150 811 | 1,66% |
| IUSB | $28 804 181 | 636 275 | 1,63% |
| MBB | $27 874 195 | 303 740 | 1,58% |
| NVDA | $26 123 711 | 277 827 | 1,48% |
| MSFT | $25 491 930 | 57 131 | 1,44% |
| AGG | $23 970 899 | 247 097 | 1,36% |
| VO | $22 780 663 | 82 336 | 1,29% |
| AMZN | $21 438 708 | 91 225 | 1,21% |
| IVW | $19 422 413 | 182 989 | 1,10% |
| SCHG | $18 392 171 | 636 848 | 1,04% |