Suddivisione settoriale

04
Technology 13,1%
Financials 3,6%
Healthcare 3,1%
Retail 1,8%
Communication Services 1,6%
Energy 1,5%
Consumer Staples 1,4%
Industrials 1,2%
Utilities 0,7%
Consumer Discretionary 0,7%
Consumer products 0,4%
Real Estate 0,1%
Materials 0,1%
Altro/Non mappato 71,0%

Portafoglio completo 117 posizioni

05
Tipo Sequenza Tendenza 8 trim.
PXF Invesco Exchange-Traded Fund Trust II $29.688.272 11,11% 392.494 $2.576.878 Su ×6
PRFZ Invesco RAFI US 1500 Small-Mid ETF $14.858.278 5,56% 266.421 $2.735.034 Su ×6
HMOP Hartford Funds Exchange-Traded Trust $12.313.327 4,61% 314.557 $334.462 Su ×5
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund $12.302.484 4,60% 463.895 $1.414.529 Su ×5
IDV iShares Trust $11.745.550 4,39% 283.503 $108.034 Su ×6
SCHD SCHWAB STRATEGIC TRUST $10.562.279 3,95% 333.090 $586.079 Su ×6
DGRO iShares Trust $9.127.239 3,41% 120.428 $858.522 Su ×6
PXH Invesco Exchange-Traded Fund Trust II $8.576.896 3,21% 307.636 $398.758 Su ×4
BNDX Vanguard Total International Bond ETF $8.540.874 3,19% 176.355 $273.476 Su ×3
NVDA NVIDIA Corporation - Common Stock $7.625.446 2,85% 38.110 $767.065 Giù ×6
PRF Invesco Exchange-Traded Fund Trust $7.381.327 2,76% 136.615 $930.269 Su ×6
SPGP Invesco Exchange-Traded Fund Trust $6.147.674 2,30% 50.271 $881.059 Su ×6
AAPL Apple Inc. - Common Stock $5.841.965 2,19% 20.189 $908.900 Su ×1
IDLV Invesco Exchange-Traded Fund Trust II $5.606.089 2,10% 162.526 $-168.469 Giù ×2
AVGO Broadcom Inc. - Common Stock $5.052.014 1,89% 13.374 $622.093 Giù ×6
AMD Advanced Micro Devices, Inc. - Common Stock $4.509.024 1,69% 7.762 $3.893.038 Su ×2
SDY SPDR SERIES TRUST $4.499.062 1,68% 29.564 $71.301 Giù ×6
OVF Listed Funds Trust $4.347.583 1,63% 137.191 $599.227 Su ×2
QEFA SPDR INDEX SHARES FUNDS $3.987.187 1,49% 41.527 $69.730 Giù ×2
SPLV Invesco Exchange-Traded Fund Trust II $3.550.634 1,33% 47.405 $-13.734 Giù ×1
EFA iShares Trust $3.223.376 1,21% 31.030 $410.179 Su ×1
VIGI Vanguard International Dividend Appreciation ETF $2.933.174 1,10% 31.411 $188.630 Su ×6
JPM JP Morgan Chase & Co. Common Stock $2.574.933 0,96% 7.866 $238.613 Giù ×6
MSFT Microsoft Corporation - Common Stock $2.396.731 0,90% 6.425 $361.027 Su ×1
AMZN Amazon.com, Inc. - Common Stock $2.395.793 0,90% 10.052 $385.154 Su ×1
IVV iShares Trust $2.368.512 0,89% 3.162 $419.599 Su ×1
EEMV iShares, Inc. $2.240.379 0,84% 29.761 $234.541 Giù ×2
OVS Listed Funds Trust $2.196.296 0,82% 51.496 $455.351 Su ×2
XMLV Invesco Exchange-Traded Fund Trust II $2.193.279 0,82% 33.066 $48.737 Giù ×1
XOM Exxon Mobil Corporation Common Stock $2.157.474 0,81% 15.780 $-487.114 Su ×1
OVL Listed Funds Trust $2.145.042 0,80% 37.892 $381.361 Su ×2
SMLV SPDR SERIES TRUST $1.976.791 0,74% 12.562 $118.634 Giù ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $1.942.545 0,73% 2.013 $1.156.674 Su ×1
BAC Bank of America Corporation Common Stock $1.931.249 0,72% 33.894 $264.447 Giù ×1
RMOP Tidal Trust III $1.867.624 0,70% 73.136 $145.514 Su ×2
JNJ Johnson & Johnson Common Stock $1.798.855 0,67% 7.082 $47.387 Giù ×3
HD Home Depot, Inc. (The) Common Stock $1.759.755 0,66% 4.990 $169.409 Su ×1
EEM iShares, Inc. $1.713.978 0,64% 25.054 $339.172 Su ×1
FNDE SCHWAB STRATEGIC TRUST $1.632.598 0,61% 41.144 $12.433 Giù ×3
UNH UnitedHealth Group Incorporated Common Stock (DE) $1.576.779 0,59% 3.794 $566.498 Su ×6
GE GE Aerospace Common Stock $1.545.837 0,58% 4.136 $379.760 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $1.540.994 0,58% 4.312 $328.075 Su ×1
IJH iShares Trust $1.535.766 0,57% 19.916 $265.311 Su ×1
CSCO Cisco Systems, Inc. - Common Stock $1.446.629 0,54% 12.316 $426.669 Giù ×1
MRK Merck & Company, Inc. Common Stock (new) $1.440.919 0,54% 11.213 $88.566 Giù ×1
ADI Analog Devices, Inc. - Common Stock $1.291.597 0,48% 3.252 $257.006
WDC Western Digital Corporation - Common Stock $1.289.576 0,48% 2.019 $748.596 Su ×1
ABBV AbbVie Inc. Common Stock $1.197.924 0,45% 4.760 $168.868 Su ×2
KO Coca-Cola Company (The) Common Stock $1.196.500 0,45% 14.723 $67.707 Giù ×1
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $1.186.632 0,44% 7.561 $25.844 Giù ×1
AMGN Amgen Inc. - Common Stock $1.170.794 0,44% 3.233 $23.809 Giù ×1
SPY SPY $1.169.904 0,44% 1.567 $151.592 Su ×1
MS Morgan Stanley Common Stock $1.123.687 0,42% 5.375 $182.356 Giù ×1
PG Procter & Gamble Company (The) Common Stock $1.065.166 0,40% 7.264 $211.966 Su ×1
IBM International Business Machines Corporation Common Stock $1.064.492 0,40% 3.785 $141.095 Giù ×6
MRVL Marvell Technology, Inc. - Common Stock $1.055.733 0,39% 3.544 $707.470 Su ×1
IWM iShares Trust $1.006.055 0,38% 3.349 $209.417 Su ×1
GEV GE Vernova Inc. Common Stock $947.136 0,35% 806 $248.697 Su ×2
MA Mastercard Incorporated Common Stock $934.213 0,35% 1.819 $3.920 Giù ×2
NEE NextEra Energy, Inc. Common Stock $900.374 0,34% 10.258 $-66.700 Giù ×1
PEP PepsiCo, Inc. - Common Stock $897.793 0,34% 6.631 $-77.466 Su ×3
MO Altria Group, Inc. $894.609 0,33% 12.434 $49.795 Giù ×1
BRK-B (depositato come BRKB) Berkshire Hathaway Inc. Class B $861.171 0,32% 1.721 $38.864 Su ×1
QQQ Invesco QQQ Trust, Series 1 $831.931 0,31% 1.129 $143.718 Giù ×2
MCD McDonald's Corporation Common Stock $778.173 0,29% 2.879 $-55.478 Su ×5
EDV VANGUARD WORLD FUND $742.726 0,28% 11.413 $-191.405 Giù ×6
PSX Phillips 66 Common Stock $715.870 0,27% 4.235 $-55.593
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $671.811 0,25% 10.931 $68.254 Su ×1
YORW The York Water Company - Common Stock $651.891 0,24% 21.268 $12.289 Su ×1
GAL SSGA Active Trust $640.939 0,24% 12.129 $45.677 Su ×1
VZ Verizon Communications Inc. Common Stock $625.371 0,23% 14.770 $-122.326 Giù ×2
CVX Chevron Corporation Common Stock $616.996 0,23% 3.722 $-135.562 Su ×1
VTI VANGUARD INDEX FUNDS $611.752 0,23% 1.653 $73.530 Giù ×4
BTC Grayscale Bitcoin Mini Trust (BTC) $582.422 0,22% 22.444 $-72.559 Su ×1
PFE Pfizer, Inc. Common Stock $527.119 0,20% 21.890 $-86.805 Su ×1
RIVN Rivian Automotive, Inc. - Class A Common Stock $520.500 0,19% 30.000 $144.250 Su ×4
LMND Lemonade, Inc. Common Stock $503.812 0,19% 7.745 $3.563 Giù ×1
UPS United Parcel Service, Inc. Common Stock $492.594 0,18% 4.582 $23.003 Giù ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $473.913 0,18% 4.062 $-118.813 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $465.320 0,17% 826 $2.996 Su ×4
TSLA Tesla, Inc. - Common Stock $458.874 0,17% 1.091
PANW Palo Alto Networks, Inc. - Common Stock $451.852 0,17% 1.325 $239.589 Su ×1
AMAT Applied Materials, Inc. - Common Stock $441.030 0,16% 610 $235.614 Su ×1
ORRF Orrstown Financial Services, Inc. - Common Stock $422.248 0,16% 10.342 $64.984 Su ×2
TRGP Targa Resources, Inc. Common Stock $417.237 0,16% 1.556 $28.805 Su ×3
WMT Walmart Inc. - Common Stock $414.051 0,15% 3.656 $-37.851 Su ×1
TWLO Twilio Inc. Class A Common Stock $406.883 0,15% 1.972 $146.436 Giù ×1
EVT Eaton Vance Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest $374.098 0,14% 13.515 $42.177 Giù ×4
WFC Wells Fargo & Company Common Stock $373.841 0,14% 4.524 $19.147 Su ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $362.720 0,14% 6.422 $2.547 Su ×1
VXUS Vanguard Total International Stock ETF $360.519 0,13% 4.217 $6.095 Giù ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $359.068 0,13% 6.208 $-23.919 Giù ×1
VGT VANGUARD WORLD FUND $325.094 0,12% 2.720 $13.213 Su ×1
ASMF Virtus ETF Trust II $313.676 0,12% 12.190 $-26.152 Giù ×4
COST Costco Wholesale Corporation - Common Stock $307.770 0,12% 329 $18.805 Su ×2
V Visa Inc. $307.409 0,11% 896 $39.625 Su ×1
AMT American Tower Corporation (REIT) Common Stock $301.125 0,11% 1.841 $-29.885 Giù ×3
PM Philip Morris International Inc Common Stock $299.749 0,11% 1.657 $27.120 Su ×1
NMZ Nuveen Municipal High Income Opportunity Fund Common Stock, $0.01 par value, per share $284.769 0,11% 26.941 Su ×1
NBIS Nebius Group N.V. - Class A Ordinary Shares $276.170 0,10% 1.000 Su ×1

Titoli a forte convinzione

08

Posizioni aumentate per 3+ trimestri consecutivi.

I conteggi delle azioni sono come riportato nei depositi 13F (non aggiustati per lo split)

TitoloValore% del portafoglioSequenza
PXF $29.688.272 11,11% su ×6
PRFZ $14.858.278 5,56% su ×6
HMOP $12.313.327 4,61% su ×5
PYLD $12.302.484 4,60% su ×5
IDV $11.745.550 4,39% su ×6
SCHD $10.562.279 3,95% su ×6
DGRO $9.127.239 3,41% su ×6
PXH $8.576.896 3,21% su ×4
BNDX $8.540.874 3,19% su ×3
PRF $7.381.327 2,76% su ×6
SPGP $6.147.674 2,30% su ×6
VIGI $2.933.174 1,10% su ×6
UNH $1.576.779 0,59% su ×6
PEP $897.793 0,34% su ×3
MCD $778.173 0,29% su ×5

Le maggiori nuove scommesse

09

Nuove posizioni aperte questo trimestre, dalla più grande.

TitoloValoreAzioni% del portafoglio
TSLA $458.874 1.091 0,17%
NMZ $284.769 26.941 0,11%
NBIS $276.170 1.000 0,10%
DELL $270.094 626 0,10%
INTC $266.833 1.911 0,10%
MU $258.561 224 0,10%
TECH $241.058 3.412 0,09%
VOO $216.346 315 0,08%
SHW $209.347 608 0,08%
CAT $208.721 196 0,08%
BUFR $206.285 5.647 0,08%
ELWT $80.648 11.248 0,03%

Principali variazioni (QoQ)

10
TitoloMovimentoAzioni ΔValore Δ
PRFZ Acquistato di più +2K +$2.7M
PXF Acquistato di più +5K +$2.6M
PYLD Acquistato di più +48K +$1.4M
STX Acquistato di più +7 +$1.2M
PRF Acquistato di più +888 +$930K
AAPL Acquistato di più +751 +$909K
SPGP Acquistato di più +1K +$881K
DGRO Acquistato di più +3K +$859K
NVDA Ridotto -1K +$767K
WDC Acquistato di più +19 +$749K

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

Posizioni chiuse

11

Include eventi societari (fusioni, delisting) — non tutte le uscite sono vendite

Le posizioni chiuse riflettono modifiche ai report 13F; per i gestori di indici queste sono spesso meccaniche (delisting, fusioni e acquisizioni, ribilanciamento indice), non decisioni attive.

TitoloTrimestreAzioni precedentiValore precedentePrezzo dall'uscita
TSLA 31 Marzo 2026 929 $417.790 -0,3%
NQP 30 Giugno 2026 22.777 $271.735 Non più monitorato
ZS 31 Dicembre 2025 853 $255.610 -12,6%
LCID 31 Dicembre 2025 10.000 $237.900 -60,9%
BABA 31 Dicembre 2025 1.316 $235.209 -27,8%
TSM 31 Marzo 2026 755 $229.437 39,9%
PANW 31 Dicembre 2025 1.078 $219.502 118,9%
PYPL 31 Marzo 2026 3.606 $210.501 16,7%
LOW 31 Marzo 2026 865 $208.673 -23,5%
GBTC 31 Dicembre 2025 2.296 $206.112 -4,8%
SHW 31 Marzo 2026 628 $203.491 -0,3%
TECH 31 Marzo 2026 3.412 $200.660 38,5%
TFC 31 Marzo 2026 4.073 $200.429 1,0%
GBTC 30 Giugno 2025 5.496 $358 -23,2%
PAYX 30 Settembre 2025 1.559 $227 -21,9%
LOW 30 Giugno 2025 861 $201 -18,5%
TECH 30 Giugno 2025 3.412 $200 40,7%