क्षेत्रवार विवरण

04
Technology 15.8%
Financials 10.6%
Healthcare 6.8%
Retail 5.9%
Industrials 5.1%
Communication Services 4.8%
Energy 2.1%
Consumer Discretionary 1.8%
Utilities 1.0%
Consumer Staples 1.0%
Real Estate 0.8%
Consumer products 0.7%
Materials 0.6%
अन्य/अनमैप्ड 43.1%

पूर्ण पोर्टफोलियो 1217 पोजीशन

05
प्रकार लगातार 8 तिमाही का रुझान
IJH iShares Trust $144877621 6.09% 2482907 $-7899616 ऊपर ×1
IVV iShares Trust $135500669 5.70% 241147 $-3886517 ऊपर ×1
AAPL Apple Inc. - Common Stock $103970814 4.37% 468063 $-16158069 नीचे ×1
NVDA NVIDIA Corporation - Common Stock $77544977 3.26% 715491 $-18520868 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $75291708 3.17% 200569 $-12430658 नीचे ×1
IJR iShares Trust $72656570 3.06% 694813 $-5118670 ऊपर ×1
SPY SPY $59802228 2.51% 106906 $-4174010 नीचे ×1
BRK-B (के रूप में दायर BRKB) Berkshire Hathaway Inc. Class B $51628356 2.17% 96940 $9283575 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $49784393 2.09% 261665 $-7375601 ऊपर ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $49096927 2.06% 92031 $-3907578 नीचे ×1
JEPI JPMorgan Equity Premium Income ETF $44038619 1.85% 770714 $1760204 ऊपर ×1
JPM JP Morgan Chase & Co. Common Stock $38886689 1.64% 158527 $-1447231 नीचे ×1
IQLT iShares Trust $36419768 1.53% 917606 $12058482 ऊपर ×1
IUSV iShares Core S&P U.S. Value ETF $33412339 1.41% 362036 $-263623 नीचे ×1
GOOG Alphabet Inc. - Class C Capital Stock $32025076 1.35% 204986 $-7493940 नीचे ×1
IUSG iShares Core S&P U.S. Growth ETF $29421726 1.24% 231521 $-3118060 नीचे ×1
VEA Vanguard FTSE Developed Markets ETF $25629261 1.08% 504215 $2171541 ऊपर ×1
PANW Palo Alto Networks, Inc. - Common Stock $23920828 1.01% 140183 $-369377 ऊपर ×1
MA Mastercard Incorporated Common Stock $23817184 1.00% 43452 $142890 नीचे ×1
META Meta Platforms, Inc. - Class A Common Stock $23589493 0.99% 40928 $-159435 ऊपर ×1
RTX RTX Corporation Common Stock $21766670 0.92% 164327 $2726822 नीचे ×1
WMT Walmart Inc. - Common Stock $21481934 0.90% 244697 $-2253734 नीचे ×1
DON WisdomTree Trust $21442557 0.90% 433008 $-5335363 नीचे ×1
GOOGL Alphabet Inc. - Class A Common Stock $21125529 0.89% 136611 $-5495389 नीचे ×1
LLY Eli Lilly and Company Common Stock $21102309 0.89% 25550 $4886932 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $20339029 0.86% 21505 $664849 ऊपर ×1
MCD McDonald's Corporation Common Stock $18673958 0.79% 59781 $161118 नीचे ×1
IJK iShares Trust $18662600 0.78% 224095 $3342786 ऊपर ×1
HD Home Depot, Inc. (The) Common Stock $16635500 0.70% 45391 $-2299498 नीचे ×1
JNJ Johnson & Johnson Common Stock $16266345 0.68% 98084 $1141067 नीचे ×1
VONG Vanguard Russell 1000 Growth ETF $15594195 0.66% 168059 $87728 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $14989060 0.63% 27438 $-745282 नीचे ×1
DFAT Dimensional ETF Trust $14880615 0.63% 289000 $486602 ऊपर ×1
V Visa Inc. $14746564 0.62% 42078 $872490 नीचे ×1
TMO Thermo Fisher Scientific Inc Common Stock $14533706 0.61% 29208 $-866980 नीचे ×1
XMHQ Invesco Exchange-Traded Fund Trust $14294424 0.60% 156172 $7374838 ऊपर ×1
NEE NextEra Energy, Inc. Common Stock $14180982 0.60% 200042 $321100 ऊपर ×1
DHR Danaher Corporation Common Stock $13859660 0.58% 67608 $-3649736 नीचे ×1
ABT Abbott Laboratories Common Stock $13767440 0.58% 103788 $1740676 नीचे ×1
BX Blackstone Inc. Common Stock $13702506 0.58% 98029 $-2958247 ऊपर ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $13442372 0.57% 43079 $-1641681 ऊपर ×1
AXP American Express Company Common Stock $13394977 0.56% 49786 $-1653819 नीचे ×1
TJX TJX Companies, Inc. (The) Common Stock $13262559 0.56% 108888 $772495 ऊपर ×1
VUG Vanguard Morningstar Growth ETF $13104055 0.55% 35338 $-375337 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $12960640 0.55% 108977 $1393526 ऊपर ×1
LOW Lowe's Companies, Inc. Common Stock $12906400 0.54% 55338 $-882902 नीचे ×1
DFUV Dimensional ETF Trust $12686158 0.53% 307842 $-780079 नीचे ×1
ETN Eaton Corporation, PLC Ordinary Shares $11275238 0.47% 41479 $-1281064 ऊपर ×1
BLK BlackRock, Inc. Common Stock $11157665 0.47% 11789 $-1258048 नीचे ×1
JPST JPMorgan Ultra-Short Income ETF $10572091 0.44% 208811 $1106571 ऊपर ×1
ZTS Zoetis Inc. Class A Common Stock $10137458 0.43% 61570 $-1219698 नीचे ×1
AMT American Tower Corporation (REIT) Common Stock $9889473 0.42% 45448 $857735 नीचे ×1
ORCL Oracle Corporation Common Stock $9833290 0.41% 70333 $-3031842 नीचे ×1
MAR Marriott International - Class A Common Stock $9767640 0.41% 41006 $-1845136 नीचे ×1
CRM Salesforce, Inc. Common Stock $9524461 0.40% 35491 $-2454673 नीचे ×1
DIS Walt Disney Company (The) Common Stock $9522123 0.40% 96475 $-1945058 नीचे ×1
SCHW Charles Schwab Corporation (The) Common Stock $9457658 0.40% 120818 $420051 नीचे ×1
IYW iShares U.S. Technology ETF $9340991 0.39% 66512 $-1879211 नीचे ×1
PEP PepsiCo, Inc. - Common Stock $9243050 0.39% 61645 $-276047 नीचे ×1
IWB iShares Russell 1000 ETF $9173408 0.39% 29906 $-429896 ऊपर ×1
COF Capital One Financial Corporation Common Stock $9151113 0.38% 51038 $-142925 नीचे ×1
VWO Vanguard FTSE Emerging Markets ETF $9030099 0.38% 199516 $347941 ऊपर ×1
SYK Stryker Corporation Common Stock $8692783 0.37% 23352 $-145015 नीचे ×1
NOW ServiceNow, Inc. Common Stock $8495611 0.36% 10671 $-558875 ऊपर ×1
WM Waste Management, Inc. Common Stock $8325101 0.35% 35960 $848982 नीचे ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $8250366 0.35% 49701 $-1328690 ऊपर ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $7877648 0.33% 107501 $523094 नीचे ×1
PG Procter & Gamble Company (The) Common Stock $7789733 0.33% 45709 $-1404651 नीचे ×1
ISRG Intuitive Surgical, Inc. - Common Stock $7771283 0.33% 15691 $654879 ऊपर ×1
SHBI Shore Bancshares, Inc. - Common Stock $7765218 0.33% 573502 $-1324789
SPGI S&P Global Inc. Common Stock $7489122 0.31% 14739 $708212 ऊपर ×1
LNG Cheniere Energy, Inc. Common Stock $7481422 0.31% 32331 $654546 ऊपर ×1
XLK SELECT SECTOR SPDR TRUST $7104153 0.30% 34406 $-1012192 नीचे ×1
CSCO Cisco Systems, Inc. - Common Stock $7025250 0.30% 113843 $-331777 नीचे ×1
XLB XLB $6762069 0.28% 78647 $393175 ऊपर ×1
EFA iShares Trust $6717154 0.28% 82187 $357613 नीचे ×1
AZN AstraZeneca PLC - American Depositary Shares $6711621 0.28% 91315 $1298583 ऊपर ×1
ADBE Adobe Inc. - Common Stock $6592882 0.28% 17190 $-3153614 नीचे ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6555562 0.28% 12517 $-120442 नीचे ×1
DFUS Dimensional ETF Trust $6344209 0.27% 104898 $-296147 ऊपर ×1
IBDS iShares Trust $6031242 0.25% 249431 $305425 ऊपर ×1
IBDT iShares Trust $6006095 0.25% 237771 $361614 ऊपर ×1
APD Air Products and Chemicals, Inc. Common Stock $6003527 0.25% 20356 $186351 ऊपर ×1
IBDR iShares Trust $5954764 0.25% 245963 $244758 ऊपर ×1
MCHP Microchip Technology Incorporated - Common Stock $5948040 0.25% 122868 $-762025 ऊपर ×1
ABBV AbbVie Inc. Common Stock $5904128 0.25% 28179 $-402980 नीचे ×1
TT Trane Technologies plc $5866620 0.25% 17413 $-16572 ऊपर ×1
HON Honeywell International Inc. - Common Stock $5774423 0.24% 27270 $-380628 ऊपर ×1
IBDU iShares Trust $5759717 0.24% 249015 $331356 ऊपर ×1
QCOM QUALCOMM Incorporated - Common Stock $5688637 0.24% 37033 $109623 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $5671873 0.24% 33876 $271216 ऊपर ×1
IBDW iShares iBonds Dec 2031 Term Corporate ETF $5638481 0.24% 271734 $464188 ऊपर ×1
QQQ Invesco QQQ Trust, Series 1 $5628664 0.24% 12003 $-823295 नीचे ×1
TMUS T-Mobile US, Inc. - Common Stock $5594163 0.24% 20975 $960674 नीचे ×1
VZ Verizon Communications Inc. Common Stock $5565703 0.23% 122701 $590272 नीचे ×1
IBDV iShares iBonds Dec 2030 Term Corporate ETF $5547049 0.23% 255389 $316818 ऊपर ×1
XLF SELECT SECTOR SPDR TRUST $5530850 0.23% 111039 $67543 नीचे ×1
LH Labcorp Holdings Inc. Common Stock $5463804 0.23% 23476 $-208427 नीचे ×1
CVX Chevron Corporation Common Stock $5442848 0.23% 32536 $515390 नीचे ×1
IBDX iShares iBonds Dec 2032 Term Corporate ETF $5407511 0.23% 216387 $418238 ऊपर ×1

सबसे बड़े नए दांव

09

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

सुरक्षामूल्यशेयर% पोर्टफोलियो का
BRK-A (के रूप में दायर BRKA) $4790650 6 0.20%
BINC $538187 10275 0.02%
IHAK $117310 2497 0.00%
DMF $101389 14121 0.00%
FELG $96107 3051 0.00%
CYBR $50700 150 0.00%
SPIP $44475 1686 0.00%
GIB $40631 407 0.00%
FMDE $40116 1280 0.00%
NZF $36409 2977 0.00%
NXJ $34981 2972 0.00%
MUE $34920 3492 0.00%
SPIB $32975 992 0.00%
ESML $32611 849 0.00%
CRK $25323 1245 0.00%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

10
सुरक्षाकार्रवाईशेयर Δमूल्य Δ
NVDA अधिक खरीदा +130 -$18.5M
AAPL छंटनी की -12K -$16.2M
MSFT छंटनी की -8K -$12.4M
IQLT अधिक खरीदा +261K +$12.1M
BRK-B (के रूप में दायर BRKB) अधिक खरीदा +4K +$9.3M
IJH अधिक खरीदा +31K -$7.9M
GOOG छंटनी की -3K -$7.5M
AMZN अधिक खरीदा +1K -$7.4M
XMHQ अधिक खरीदा +86K +$7.4M
GOOGL छंटनी की -4K -$5.5M