क्षेत्रवार विवरण

04
Technology 15.1%
Financials 11.9%
Healthcare 5.4%
Communication Services 4.6%
Industrials 4.1%
Retail 3.2%
Energy 3.1%
Consumer Discretionary 1.8%
Consumer Staples 0.9%
Materials 0.9%
Utilities 0.9%
Real Estate 0.9%
Consumer products 0.8%
अन्य/अनमैप्ड 46.4%

पूर्ण पोर्टफोलियो 2781 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
VTI Vanguard Morningstar Total Stock Market ETF $133936483 12.35% 487325 $-5549830 ऊपर ×1
VXUS Vanguard Total International Stock ETF $77258356 7.12% 1244096 $5116450 ऊपर ×1
AAPL Apple Inc. - Common Stock $53956693 4.97% 242906 $-8223157 नीचे ×1
GBDC Golub Capital BDC, Inc. - Closed End Fund $45651723 4.21% 3015305 $-442826 नीचे ×1
SPY SPY $43735631 4.03% 78185 $-3896937 नीचे ×1
IWF iShares Russell 1000 Growth Fund $33743703 3.11% 93450 $-4206010 नीचे ×1
NVDA NVIDIA Corporation - Common Stock $27395269 2.53% 252771 $-5139822 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $23590070 2.17% 62841 $-2144450 ऊपर ×1
RPAR Tidal Trust I $23327262 2.15% 1184726 $3670567 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $15920551 1.47% 83678 $-1924217 ऊपर ×1
IWD iShares Russell 1000 Value ETF $15077105 1.39% 80129 $-51355 नीचे ×1
QQQ Invesco QQQ Trust, Series 1 $13300687 1.23% 28365 $-1164620 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $11604251 1.07% 69308 $-4581659 नीचे ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $10856856 1.00% 20385 $985143 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $10440732 0.96% 67516 $-1998815 ऊपर ×1
VUG Vanguard Morningstar Growth ETF $10196067 0.94% 27496 $-1515018 नीचे ×1
JPM JP Morgan Chase & Co. Common Stock $9760732 0.90% 39791 $109288 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $9406990 0.87% 16321 $-19160 ऊपर ×1
BXMX CUSIP: 6706ER101 $9053613 0.83% 690062 $-600354
EFA iShares Trust $8880455 0.82% 108656 $372818 नीचे ×1
GOOG Alphabet Inc. - Class C Capital Stock $8234262 0.76% 52706 $-2201994 नीचे ×1
XLK SELECT SECTOR SPDR TRUST $7924261 0.73% 38378 $4067251 ऊपर ×1
IJH iShares Trust $7920329 0.73% 135738 $-755094 नीचे ×1
IWM iShares Russell 2000 Index Fund $7038941 0.65% 35285 $-1470600 नीचे ×1
INTU Intuit Inc. - Common Stock $6695561 0.62% 10905 $25290 ऊपर ×1
VOO Vanguard S&P 500 ETF $6551257 0.60% 12748 $-178509 ऊपर ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6277668 0.58% 11986 $-222127 नीचे ×1
CME CME Group Inc. - Class A Common Stock $5713551 0.53% 21537 $-300277 नीचे ×1
AXSM Axsome Therapeutics, Inc. - Common Stock $5603022 0.52% 48041 $345018 नीचे ×1
LLY Eli Lilly and Company Common Stock $5420147 0.50% 6563 $533668 ऊपर ×1
SOXX iShares Trust $5128791 0.47% 27256 $-794907 नीचे ×1
IJR iShares Trust $5029797 0.46% 48100 $-793427 नीचे ×1
JNJ Johnson & Johnson Common Stock $4786371 0.44% 28861 $-32567 नीचे ×1
VO Vanguard Morningstar Mid-Cap ETF $4752918 0.44% 18378 $-237890 नीचे ×1
FDN First Trust Exchange-Traded Fund $4721021 0.44% 21252 $-464701 नीचे ×1
FBTC Fidelity Wise Origin Bitcoin Fund $4450409 0.41% 61837 $4191800 ऊपर ×1
IYJ iShares U.S. Industrials ETF $4410108 0.41% 33877 $-131842 नीचे ×1
V Visa Inc. $4275262 0.39% 12199 $634797 ऊपर ×1
IWV iShares Russell 3000 Fund $4227137 0.39% 13308 $421717 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $4135473 0.38% 11284 $-55894 ऊपर ×1
PPA Invesco Exchange-Traded Fund Trust $4107688 0.38% 35244 $133441 ऊपर ×1
VCR Vanguard Consumer Discretion ETF $4105658 0.38% 12613 $-631638 नीचे ×1
IVV iShares Trust $4091780 0.38% 7282 $-5290038 नीचे ×1
TSLA Tesla, Inc. - Common Stock $4068336 0.38% 15698 $-2328054 नीचे ×1
TMO Thermo Fisher Scientific Inc Common Stock $4012149 0.37% 8063 $-2986 ऊपर ×1
VT Vanguard Total World Stock Index ETF $3850936 0.36% 33212 $-59943 नीचे ×1
MA Mastercard Incorporated Common Stock $3609370 0.33% 6585 $595810 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $3546992 0.33% 3750 $-38542 नीचे ×1
VTV Vanguard Morningstar Value ETF $3503513 0.32% 20282 $74003 ऊपर ×1
IVW iShares S&P 500 Growth ETF $3301313 0.30% 35563 $-339857 नीचे ×1
NFLX Netflix, Inc. - Common Stock $3133853 0.29% 3361 $433517 ऊपर ×1
SNAP Snap Inc. Class A Common Stock $3088183 0.28% 354556 $-734101 नीचे ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $3058245 0.28% 6308 $2612859 ऊपर ×1
WMT Walmart Inc. - Common Stock $3017781 0.28% 34375 $96043 ऊपर ×1
PG Procter & Gamble Company (The) Common Stock $2909410 0.27% 17072 $271773 ऊपर ×1
XLV SELECT SECTOR SPDR TRUST $2864935 0.26% 19622 $1683415 ऊपर ×1
XLF SELECT SECTOR SPDR TRUST $2854042 0.26% 57299 $1976967 ऊपर ×1
DIS Walt Disney Company (The) Common Stock $2774115 0.26% 28107 $901928 ऊपर ×1
AMD Advanced Micro Devices, Inc. - Common Stock $2740169 0.25% 26671 $586369 ऊपर ×1
AON Aon plc Class A Ordinary Shares (Ireland) $2716606 0.25% 6807 $281501 ऊपर ×1
VB Vanguard Morningstar Small-Cap ETF $2706131 0.25% 12204 $-696398 नीचे ×1
PM Philip Morris International Inc Common Stock $2697458 0.25% 16994 $620217 नीचे ×1
ORCL Oracle Corporation Common Stock $2663768 0.25% 19053 $-375199 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $2644475 0.24% 22236 $813358 ऊपर ×1
ABBV AbbVie Inc. Common Stock $2563871 0.24% 12237 $540067 ऊपर ×1
CVX Chevron Corporation Common Stock $2348015 0.22% 14036 $573638 ऊपर ×1
VEA Vanguard FTSE Developed Markets ETF $2335079 0.22% 45939 $138276
RTX RTX Corporation Common Stock $2287134 0.21% 17267 $202948 नीचे ×1
EPD Enterprise Products Partners L.P. Common Stock $2203874 0.20% 64554 $-355666 नीचे ×1
BAC Bank of America Corporation Common Stock $2183564 0.20% 52326 $-402234 नीचे ×1
COIN Coinbase Global, Inc. - 3Class A Common Stock $2154942 0.20% 12512 $-4017796 नीचे ×1
TRGP Targa Resources, Inc. Common Stock $2116362 0.20% 10557 $-31529 नीचे ×1
WMB Williams Companies, Inc. (The) Common Stock $2009430 0.19% 33625 $-434954 नीचे ×1
KO Coca-Cola Company (The) Common Stock $2005082 0.18% 27996 $367138 ऊपर ×1
BA Boeing Company (The) Common Stock $2003792 0.18% 11749 $-299155 नीचे ×1
FISV Fiserv, Inc. - Common Stock $1966933 0.18% 8907 $-485782 नीचे ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $1963740 0.18% 3681 $-132884
XLI SELECT SECTOR SPDR TRUST $1954909 0.18% 14915 $1217712 ऊपर ×1
MCD McDonald's Corporation Common Stock $1932321 0.18% 6186 $287775 ऊपर ×1
OKE ONEOK, Inc. Common Stock $1930742 0.18% 19459 $355868 ऊपर ×1
MPLX MPLX LP Common Units Representing Limited Partner Interests $1922385 0.18% 35919 $-460852 नीचे ×1
CSCO Cisco Systems, Inc. - Common Stock $1887277 0.17% 30583 $80019 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1852394 0.17% 11159 $-812734 नीचे ×1
ET Energy Transfer LP Common Units $1830911 0.17% 98489 $-773893 नीचे ×1
KLAC KLA Corporation - Common Stock $1812763 0.17% 2667 $156658 ऊपर ×1
IGV iShares Expanded Tech-Software Sector ETF $1750656 0.16% 19673 $-201434 ऊपर ×1
TXN Texas Instruments Incorporated - Common Stock $1719190 0.16% 9567 $23350 ऊपर ×1
TMUS T-Mobile US, Inc. - Common Stock $1702143 0.16% 6382 $348185 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $1658499 0.15% 7111 $-194722 नीचे ×1
CRM Salesforce, Inc. Common Stock $1651622 0.15% 6155 $-288996 ऊपर ×1
XLY XLY $1594292 0.15% 8074 $1555255 ऊपर ×1
ABT Abbott Laboratories Common Stock $1572300 0.14% 11853 $358177 ऊपर ×1
MRK Merck & Company, Inc. Common Stock (new) $1500967 0.14% 16722 $-302207 नीचे ×1
PGR Progressive Corporation (The) Common Stock $1471369 0.14% 5199 $281705 ऊपर ×1
XLC SELECT SECTOR SPDR TRUST $1410099 0.13% 14620 ऊपर ×1
GE GE Aerospace Common Stock $1407055 0.13% 7030 $311578 ऊपर ×1
PANW Palo Alto Networks, Inc. - Common Stock $1389351 0.13% 8142 $-20475 ऊपर ×1
PFE Pfizer, Inc. Common Stock $1381131 0.13% 54504 $116074 ऊपर ×1
LIN Linde plc - Ordinary Shares $1380157 0.13% 2964 $272356 ऊपर ×1
WFC Wells Fargo & Company Common Stock $1378296 0.13% 19199 $-13369 नीचे ×1

सबसे बड़े नए दांव

09

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षामूल्यशेयर% पोर्टफोलियो का
XLC $1410099 14620 0.13%
XLB $300930 3500 0.03%
XLRE $236034 5640 0.02%
XLU $197125 2500 0.02%
ESNT $142049 2461 0.01%
NMAI $97542 8115 0.01%
SAM $91237 382 0.01%
BNKU $81147 5000 0.01%
LAZ $78806 1820 0.01%
LINE $52943 903 0.00%
XOVR $47850 3000 0.00%
RDW $42254 5097 0.00%
RAPT $32940 27000 0.00%
BND $27838 379 0.00%
QGEN (के रूप में दायर QGENXXXX) $26379 657 0.00%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
AAPL छंटनी की -5K -$8.2M
VTI अधिक खरीदा +6K -$5.5M
IVV छंटनी की -9K -$5.3M
NVDA अधिक खरीदा +10K -$5.1M
VXUS अधिक खरीदा +20K +$5.1M
AVGO छंटनी की -507 -$4.6M
IWF छंटनी की -1K -$4.2M
XLK अधिक खरीदा +22K +$4.1M
COIN छंटनी की -12K -$4.0M
SPY छंटनी की -3K -$3.9M

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