ZB,N.A.
CIK 1666757 · Voir sur SEC EDGAR ↗
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Répartition sectorielle
Technology
11,8%
Health Care
9,3%
Industrials
6,1%
Financials
4,2%
Retail
3,7%
Energy
3,6%
Financial Services
3,2%
Utilities
3,2%
Communication Services
3,1%
Consumer Staples
2,2%
Real Estate
1,7%
Consumer Discretionary
1,6%
Telecommunication
1,1%
Materials
1,0%
Consumer products
0,6%
Packaging
0,4%
Logistics & Transportation
0,3%
Communications
0,2%
Diversified Consumer Services
0,0%
Paper & Forest
0,0%
Autre/Non mappé
42,7%
Portefeuille complet 862 positions
| Type | Série | Tendance 8 trimestres | |||||
|---|---|---|---|---|---|---|---|
| IWS | $152 338 592 | 9,65% | 1 177 815 | Hausse ×1 | |||
| IVV | $124 572 341 | 7,89% | 211 613 | Hausse ×1 | |||
| VTI | $106 206 671 | 6,73% | 366 470 | Hausse ×1 | |||
| IWP | $63 605 812 | 4,03% | 501 821 | Hausse ×1 | |||
| VWO | $49 161 368 | 3,11% | 1 116 289 | Hausse ×1 | |||
| AGG | $45 671 974 | 2,89% | 471 331 | Hausse ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $33 148 009 | 2,10% | 246 839 | Hausse ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $32 266 565 | 2,04% | 147 074 | Hausse ×1 | |||
| AAPL Apple Inc. - Common Stock | $29 551 313 | 1,87% | 118 007 | Hausse ×1 | |||
| IJH | $29 472 942 | 1,87% | 473 005 | Hausse ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $28 953 678 | 1,83% | 68 692 | Hausse ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $21 238 204 | 1,35% | 36 273 | Hausse ×1 | |||
| VEU | $18 189 899 | 1,15% | 316 842 | Hausse ×1 | |||
| VIG | $17 387 550 | 1,10% | 88 789 | Hausse ×1 | |||
| V Visa Inc. | $15 617 433 | 0,99% | 49 416 | Hausse ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $12 414 305 | 0,79% | 13 928 | Hausse ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $11 091 147 | 0,70% | 277 348 | Hausse ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $10 689 518 | 0,68% | 115 725 | Hausse ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $10 646 345 | 0,67% | 188 231 | Hausse ×1 | |||
| ENB Enbridge Inc Common Stock | $10 504 777 | 0,67% | 247 579 | Hausse ×1 | |||
| CVX Chevron Corporation Common Stock | $9 765 692 | 0,62% | 67 424 | Hausse ×1 | |||
| USB U.S. Bancorp Common Stock | $9 260 175 | 0,59% | 193 606 | Hausse ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $9 152 525 | 0,58% | 18 093 | Hausse ×1 | |||
| LLY Eli Lilly and Company Common Stock | $9 052 472 | 0,57% | 11 726 | Hausse ×1 | |||
| ABBV AbbVie Inc. Common Stock | $8 926 226 | 0,57% | 50 232 | Hausse ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $8 885 227 | 0,56% | 131 594 | Hausse ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $8 755 970 | 0,55% | 160 660 | Hausse ×1 | |||
| NGG National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares | $8 153 494 | 0,52% | 137 218 | Hausse ×1 | |||
| CRM Salesforce, Inc. Common Stock | $8 069 389 | 0,51% | 24 136 | Hausse ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $8 034 415 | 0,51% | 34 655 | Hausse ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $8 027 456 | 0,51% | 42 406 | Hausse ×1 | |||
| SNY Sanofi - American Depositary Shares | $7 974 831 | 0,51% | 165 350 | Hausse ×1 | |||
| PM Philip Morris International Inc Common Stock | $7 846 459 | 0,50% | 65 197 | Hausse ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $7 821 996 | 0,50% | 40 560 | Hausse ×1 | |||
| TRP TC Energy Corporation Common Stock | $7 777 490 | 0,49% | 167 150 | Hausse ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7 215 297 | 0,46% | 36 535 | Hausse ×1 | |||
| JNJ Johnson & Johnson Common Stock | $6 931 637 | 0,44% | 47 930 | Hausse ×1 | |||
| PLD Prologis, Inc. Common Stock | $6 926 310 | 0,44% | 65 528 | Hausse ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $6 760 542 | 0,43% | 37 154 | Hausse ×1 | |||
| TFC Truist Financial Corporation Common Stock | $6 731 448 | 0,43% | 155 174 | Hausse ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $6 704 122 | 0,42% | 62 225 | Hausse ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $6 691 198 | 0,42% | 12 862 | Hausse ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $6 685 318 | 0,42% | 43 965 | Hausse ×1 | |||
| HBAN Huntington Bancshares Incorporated - Common Stock | $6 512 930 | 0,41% | 400 303 | Hausse ×1 | |||
| AMGN Amgen Inc. - Common Stock | $6 497 495 | 0,41% | 24 929 | Hausse ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $6 467 606 | 0,41% | 12 391 | Hausse ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $6 435 998 | 0,41% | 15 937 | Hausse ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $6 391 321 | 0,40% | 18 168 | Hausse ×1 | |||
| MRSH Marsh Common Stock | $6 373 999 | 0,40% | 30 008 | Hausse ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $6 295 939 | 0,40% | 9 084 | Hausse ×1 | |||
| VUG | $6 285 068 | 0,40% | 15 313 | Hausse ×1 | |||
| O Realty Income Corporation Common Stock | $6 258 050 | 0,40% | 117 170 | Hausse ×1 | |||
| LYB LyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | $6 189 290 | 0,39% | 83 335 | Hausse ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $6 158 180 | 0,39% | 18 556 | Hausse ×1 | |||
| GWW W.W. Grainger, Inc. Common Stock | $6 152 490 | 0,39% | 5 837 | Hausse ×1 | |||
| SYK Stryker Corporation Common Stock | $5 950 186 | 0,38% | 16 526 | Hausse ×1 | |||
| BMO Bank Of Montreal Common Stock | $5 762 538 | 0,37% | 59 377 | Hausse ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $5 729 051 | 0,36% | 62 117 | Hausse ×1 | |||
| T AT&T Inc. | $5 713 927 | 0,36% | 250 941 | Hausse ×1 | |||
| EQIX Equinix, Inc. - Common Stock | $5 657 340 | 0,36% | 6 000 | Hausse ×1 | |||
| PFE Pfizer, Inc. Common Stock | $5 530 974 | 0,35% | 208 480 | Hausse ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $5 498 759 | 0,35% | 64 426 | Hausse ×1 | |||
| DEO Diageo plc Common Stock | $5 253 139 | 0,33% | 41 321 | Hausse ×1 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $5 240 007 | 0,33% | 96 822 | Hausse ×1 | |||
| FTI TechnipFMC plc Ordinary Share | $5 181 041 | 0,33% | 179 027 | Hausse ×1 | |||
| SPGI S&P Global Inc. Common Stock | $5 170 547 | 0,33% | 10 382 | Hausse ×1 | |||
| WDAY Workday, Inc. - Class A Common Stock | $5 139 184 | 0,33% | 19 917 | Hausse ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $5 120 387 | 0,32% | 82 242 | Hausse ×1 | |||
| INTU Intuit Inc. - Common Stock | $5 090 222 | 0,32% | 8 099 | Hausse ×1 | |||
| ETR Entergy Corporation Common Stock | $5 059 241 | 0,32% | 66 727 | Hausse ×1 | |||
| RTX RTX Corporation Common Stock | $5 011 023 | 0,32% | 43 303 | Hausse ×1 | |||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $4 929 202 | 0,31% | 50 530 | Hausse ×1 | |||
| KVUE Kenvue Inc. Common Stock | $4 772 899 | 0,30% | 223 555 | Hausse ×1 | |||
| MS Morgan Stanley Common Stock | $4 743 164 | 0,30% | 37 728 | Hausse ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $4 679 476 | 0,30% | 13 766 | Hausse ×1 | |||
| SO Southern Company (The) Common Stock | $4 638 238 | 0,29% | 56 344 | Hausse ×1 | |||
| UNP Union Pacific Corporation Common Stock | $4 595 234 | 0,29% | 20 151 | Hausse ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $4 314 712 | 0,27% | 26 482 | Hausse ×1 | |||
| PPL PPL Corporation Common Stock | $4 305 754 | 0,27% | 132 648 | Hausse ×1 | |||
| MMSI Merit Medical Systems, Inc. - Common Stock | $4 297 076 | 0,27% | 44 428 | Hausse ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $4 191 788 | 0,27% | 38 968 | Hausse ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $4 165 656 | 0,26% | 29 708 | Hausse ×1 | |||
| ITGR Integer Holdings Corporation Common Stock | $4 162 851 | 0,26% | 31 413 | Hausse ×1 | |||
| CYBR CyberArk Software Ltd. - Ordinary Shares | $4 142 720 | 0,26% | 12 435 | Hausse ×1 | |||
| TGT Target Corporation Common Stock | $4 076 488 | 0,26% | 30 156 | Hausse ×1 | |||
| SPY SPY | $4 072 084 | 0,26% | 6 948 | Hausse ×1 | |||
| MNST Monster Beverage Corporation - Common Stock | $4 021 891 | 0,25% | 76 520 | Hausse ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $3 959 465 | 0,25% | 65 641 | Hausse ×1 | |||
| BND Vanguard Total Bond Market ETF | $3 894 718 | 0,25% | 54 161 | Hausse ×1 | |||
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Stock | $3 721 822 | 0,24% | 33 918 | Hausse ×1 | |||
| BURL Burlington Stores, Inc. Common Stock | $3 657 320 | 0,23% | 12 830 | Hausse ×1 | |||
| WWD Woodward, Inc. - Common Stock | $3 617 305 | 0,23% | 21 736 | Hausse ×1 | |||
| TTEK Tetra Tech, Inc. - Common Stock | $3 589 584 | 0,23% | 90 100 | Hausse ×1 | |||
| ALC Alcon Inc. Ordinary Shares | $3 528 538 | 0,22% | 41 566 | Hausse ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $3 493 601 | 0,22% | 27 705 | Hausse ×1 | |||
| ONTO Onto Innovation Inc. Common Stock | $3 460 069 | 0,22% | 20 760 | Hausse ×1 | |||
| SF Stifel Financial Corporation Common Stock | $3 451 525 | 0,22% | 32 537 | Hausse ×1 | |||
| HAE Haemonetics Corporation Common Stock | $3 200 968 | 0,20% | 40 996 | Hausse ×1 | |||
| WEC WEC Energy Group, Inc. Common Stock | $3 189 367 | 0,20% | 33 915 | Hausse ×1 | |||
| RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) | $3 166 228 | 0,20% | 69 710 | Hausse ×1 | |||
| Aucune correspondance | |||||||
Plus gros nouveaux paris
Nouvelles positions ouvertes ce trimestre, par ordre décroissant.
| Titre | Valeur | Actions | % du portefeuille |
|---|---|---|---|
| IWS | $152 338 592 | 1 177 815 | 9,65% |
| IVV | $124 572 341 | 211 613 | 7,89% |
| VTI | $106 206 671 | 366 470 | 6,73% |
| IWP | $63 605 812 | 501 821 | 4,03% |
| VWO | $49 161 368 | 1 116 289 | 3,11% |
| AGG | $45 671 974 | 471 331 | 2,89% |
| NVDA | $33 148 009 | 246 839 | 2,10% |
| AMZN | $32 266 565 | 147 074 | 2,04% |
| AAPL | $29 551 313 | 118 007 | 1,87% |
| IJH | $29 472 942 | 473 005 | 1,87% |
| MSFT | $28 953 678 | 68 692 | 1,83% |
| META | $21 238 204 | 36 273 | 1,35% |
| VEU | $18 189 899 | 316 842 | 1,15% |
| VIG | $17 387 550 | 88 789 | 1,10% |
| V | $15 617 433 | 49 416 | 0,99% |