PROEQUITIES, INC.

CIK 752798 · Visualizza su SEC EDGAR ↗

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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%
Altro/Non mappato
65,1%

Portafoglio completo 2.239 posizioni

Tipo Sequenza Tendenza 8 trim.
MGC $45.936.844 2,60% 208.889 Su ×1
IVV $42.283.551 2,39% 69.397 Su ×1
QUAL $37.230.500 2,10% 202.648 Su ×1
VOO $30.747.837 1,74% 55.142 Su ×1
VEA $29.870.319 1,69% 604.662 Su ×1
AAPL Apple Inc. - Common Stock $29.345.368 1,66% 150.811 Su ×1
IUSB iShares Core Universal USD Bond ETF $28.804.181 1,63% 636.275 Su ×1
MBB iShares MBS ETF $27.874.195 1,58% 303.740 Su ×1
NVDA NVIDIA Corporation - Common Stock $26.123.711 1,48% 277.827 Su ×1
MSFT Microsoft Corporation - Common Stock $25.491.930 1,44% 57.131 Su ×1
AGG $23.970.899 1,36% 247.097 Su ×1
VO $22.780.663 1,29% 82.336 Su ×1
AMZN Amazon.com, Inc. - Common Stock $21.438.708 1,21% 91.225 Su ×1
IVW $19.422.413 1,10% 182.989 Su ×1
SCHG $18.392.171 1,04% 636.848 Su ×1
DYNF $18.210.939 1,03% 343.279 Su ×1
VONG Vanguard Russell 1000 Growth ETF $16.956.953 0,96% 158.506 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $15.487.335 0,88% 78.073 Su ×1
VUG $14.109.531 0,80% 33.238 Su ×1
RSP $13.687.794 0,77% 75.419 Su ×1
BINC $13.659.127 0,77% 260.969 Su ×1
VTI $12.894.971 0,73% 42.897 Su ×1
IJR $12.487.785 0,71% 105.010 Su ×1
BNDX Vanguard Total International Bond ETF $12.083.208 0,68% 246.949 Su ×1
LQD $11.985.263 0,68% 111.949 Su ×1
IEFA $11.544.057 0,65% 159.141 Su ×1
XLF XLF $11.510.240 0,65% 228.332 Su ×1
EFG $11.305.725 0,64% 111.827 Su ×1
SCHD $11.206.106 0,63% 401.365 Su ×1
EFV $11.171.205 0,63% 207.798 Su ×1
VWO $11.023.476 0,62% 249.569 Su ×1
FTSM First Trust Enhanced Short Maturity ETF $10.979.437 0,62% 183.266 Su ×1
XLV XLV $10.684.973 0,60% 75.151 Su ×1
XLK XLK $10.420.271 0,59% 43.168 Su ×1
IVE $10.145.205 0,57% 51.918 Su ×1
PSI $10.029.922 0,57% 154.354 Su ×1
MA Mastercard Incorporated Common Stock $9.683.989 0,55% 18.343 Su ×1
WMT Walmart Inc. - Common Stock $9.199.645 0,52% 98.677 Su ×1
BSV $9.179.933 0,52% 118.696 Su ×1
BRKB $8.863.435 0,50% 19.247 Su ×1
VTV $8.638.543 0,49% 49.091 Su ×1
SPY SPY $8.446.596 0,48% 13.884 Su ×1
V Visa Inc. $8.308.765 0,47% 25.679 Su ×1
FLTR $8.149.424 0,46% 319.460 Su ×1
XMHQ $8.001.045 0,45% 77.022 Su ×1
HD Home Depot, Inc. (The) Common Stock $7.937.753 0,45% 19.356 Su ×1
EMXC iShares MSCI Emerging Markets ex China ETF $7.872.565 0,45% 137.897 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $7.709.828 0,44% 12.365 Su ×1
PTY Pimco Corporate & Income Opportunity Fund $7.415.144 0,42% 506.538 Su ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $7.254.785 0,41% 191.672 Su ×1
MUB $7.155.889 0,40% 88.096 Su ×1
JPM JP Morgan Chase & Co. Common Stock $7.107.862 0,40% 26.916 Su ×1
BND Vanguard Total Bond Market ETF $7.095.793 0,40% 98.539 Su ×1
COWZ $6.804.614 0,38% 116.577 Su ×1
HACK $6.660.504 0,38% 84.492 Su ×1
XLE XLE $6.636.682 0,38% 72.311 Su ×1
VXUS Vanguard Total International Stock ETF $6.603.206 0,37% 109.343 Su ×1
XAR $6.582.069 0,37% 36.753 Su ×1
TSLA Tesla, Inc. - Common Stock $6.444.374 0,36% 19.021 Su ×1
VYM $6.427.020 0,36% 48.686 Su ×1
SHYG $6.397.671 0,36% 148.369 Su ×1
BIV $6.344.577 0,36% 84.866 Su ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6.127.562 0,35% 11.790 Su ×1
XSD $6.096.748 0,34% 22.630 Su ×1
COST Costco Wholesale Corporation - Common Stock $6.095.501 0,34% 6.452 Su ×1
VOT $6.047.293 0,34% 22.272 Su ×1
VGT $6.002.992 0,34% 10.878 Su ×1
VB $5.853.227 0,33% 23.296 Su ×1
SDY $5.662.623 0,32% 42.458 Su ×1
DIA $5.648.786 0,32% 12.796 Su ×1
IYW $5.574.578 0,32% 33.610 Su ×1
TLT iShares 20+ Year Treasury Bond ETF $5.518.637 0,31% 63.063 Su ×1
VFH $5.513.751 0,31% 44.649 Su ×1
TMO Thermo Fisher Scientific Inc Common Stock $5.504.803 0,31% 9.580 Su ×1
VMBS Vanguard Mortgage-Backed Securities ETF $5.433.308 0,31% 119.782 Su ×1
HYHG $5.395.308 0,31% 81.267 Su ×1
AVGO Broadcom Inc. - Common Stock $5.382.413 0,30% 22.342 Su ×1
CGDV $5.243.169 0,30% 144.719 Su ×1
XLY XLY $5.228.354 0,30% 22.729 Su ×1
XOM Exxon Mobil Corporation Common Stock $5.212.697 0,29% 47.592 Su ×1
MTUM $5.135.210 0,29% 23.134 Su ×1
BLV $5.078.021 0,29% 74.056 Su ×1
FV First Trust Dorsey Wright Focus 5 ETF $4.983.867 0,28% 80.372 Su ×1
VIG $4.812.235 0,27% 23.932 Su ×1
LLY Eli Lilly and Company Common Stock $4.752.395 0,27% 6.303 Su ×1
ITOT $4.742.989 0,27% 35.536 Su ×1
ADBE Adobe Inc. - Common Stock $4.702.501 0,27% 10.753 Su ×1
VDC $4.677.514 0,26% 22.304 Su ×1
IJH $4.585.150 0,26% 70.024 Su ×1
DON $4.581.483 0,26% 87.117 Su ×1
KO Coca-Cola Company (The) Common Stock $4.447.311 0,25% 71.986 Su ×1
BUFR $4.443.940 0,25% 143.076 Su ×1
CLOA iShares AAA CLO Active ETF $4.349.123 0,25% 83.782 Su ×1
GOOG Alphabet Inc. - Class C Capital Stock $4.346.451 0,25% 21.729 Su ×1
AXP American Express Company Common Stock $4.338.469 0,25% 13.434 Su ×1
PG Procter & Gamble Company (The) Common Stock $4.323.697 0,24% 26.246 Su ×1
DGRO $4.265.696 0,24% 67.817 Su ×1
XLI XLI $4.188.687 0,24% 29.866 Su ×1
TLH $4.019.607 0,23% 40.370 Su ×1
FLBL $4.018.167 0,23% 164.679 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
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%