StockMSFT - Microsoft Corp.
% de la cartera6.76
Actividad recienteReduce 0.28%
Comparte141,215
Precio$430.30
Valor$60,765,000
Precio Actual$418.95
Precio reportado-2.64%
52 Week Low$377.56
52 Week High$466.57
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David Katz - Matrix Asset Advisors
David Katz - Matrix Asset AdvisorsFecha: 30 Jun 2026Inversiones: 106Valor: $1,229,781,000
Inversiones actuales
StockBK - Bank of New York Mellon Corp.
% de la cartera4.11
Actividad recienteReduce 1.03%
Comparte514,356
Precio$71.86
Valor$36,962,000
Precio Actual$75.42
Precio reportado4.95%
52 Week Low$50.73
52 Week High$82.72
StockJPM - JPMorgan Chase & Co.
% de la cartera3.91
Actividad recienteReduce 7.88%
Comparte166,791
Precio$210.86
Valor$35,170,000
Precio Actual$239.87
Precio reportado13.76%
52 Week Low$160.63
52 Week High$253.00
StockAAPL - Apple Inc.
% de la cartera3.64
Actividad recienteAdd 1.57%
Comparte140,607
Precio$233.00
Valor$32,761,000
Precio Actual$236.85
Precio reportado1.65%
52 Week Low$163.48
52 Week High$260.10
StockPNC - PNC Financial Services
% de la cartera3.61
Actividad recienteReduce 0.75%
Comparte175,392
Precio$184.85
Valor$32,421,000
Precio Actual$189.02
Precio reportado2.26%
52 Week Low$135.83
52 Week High$216.26
StockMS - Morgan Stanley
% de la cartera3.50
Actividad recienteReduce 0.73%
Comparte301,627
Precio$104.24
Valor$31,442,000
Precio Actual$123.45
Precio reportado18.43%
52 Week Low$80.28
52 Week High$136.24
StockCMCSA - Comcast Corp.
% de la cartera3.40
Actividad recienteAdd 0.86%
Comparte730,834
Precio$41.77
Valor$30,527,000
Precio Actual$36.36
Precio reportado-12.95%
52 Week Low$35.57
52 Week High$45.66
StockCSCO - Cisco Systems
% de la cartera3.40
Actividad recienteAdd 0.07%
Comparte574,239
Precio$53.22
Valor$30,561,000
Precio Actual$58.74
Precio reportado10.37%
52 Week Low$43.86
52 Week High$59.82
StockUSB - U.S. Bancorp
% de la cartera3.18
Actividad recienteReduce 0.30%
Comparte625,030
Precio$45.73
Valor$28,583,000
Precio Actual$47.38
Precio reportado3.61%
52 Week Low$36.55
52 Week High$53.42
StockQCOM - QUALCOMM Inc.
% de la cartera3.17
Actividad recienteAdd 15.84%
Comparte167,660
Precio$170.05
Valor$28,511,000
Precio Actual$156.98
Precio reportado-7.69%
52 Week Low$133.40
52 Week High$228.25
StockMDT - Medtronic plc
% de la cartera3.09
Actividad recienteAdd 11.08%
Comparte308,366
Precio$90.03
Valor$27,762,000
Precio Actual$80.66
Precio reportado-10.41%
52 Week Low$74.72
52 Week High$91.88
StockGOOG - Alphabet Inc. CL C
% de la cartera3.05
Actividad recienteAdd 0.49%
Comparte163,875
Precio$167.19
Valor$27,398,000
Precio Actual$193.17
Precio reportado15.54%
52 Week Low$131.08
52 Week High$202.88
StockAEP - American Electric Power
% de la cartera2.62
Actividad recienteReduce 0.22%
Comparte229,980
Precio$102.60
Valor$23,596,000
Precio Actual$93.51
Precio reportado-8.86%
52 Week Low$73.11
52 Week High$104.16
StockMETA - Meta Platforms Inc.
% de la cartera2.58
Actividad recienteReduce 1.82%
Comparte40,489
Precio$572.45
Valor$23,178,000
Precio Actual$615.86
Precio reportado7.58%
52 Week Low$357.25
52 Week High$637.89
StockAMZN - Amazon.com Inc.
% de la cartera2.51
Actividad recienteReduce 0.84%
Comparte121,287
Precio$186.33
Valor$22,599,000
Precio Actual$218.94
Precio reportado17.50%
52 Week Low$149.91
52 Week High$233.00
StockSBUX - Starbucks Corp.
% de la cartera2.28
Actividad recienteAdd 9.65%
Comparte209,955
Precio$97.49
Valor$20,469,000
Precio Actual$92.25
Precio reportado-5.37%
52 Week Low$70.40
52 Week High$103.32
StockABBV - AbbVie Inc.
% de la cartera2.22
Actividad recienteReduce 30.28%
Comparte101,261
Precio$197.48
Valor$19,997,000
Precio Actual$175.17
Precio reportado-11.30%
52 Week Low$150.98
52 Week High$207.32
StockNEE - NextEra Energy Inc.
% de la cartera2.16
Actividad recienteReduce 0.20%
Comparte230,026
Precio$84.53
Valor$19,444,000
Precio Actual$67.38
Precio reportado-20.29%
52 Week Low$52.90
52 Week High$85.53
StockHD - Home Depot
% de la cartera2.07
Actividad recienteAdd 0.00%
Comparte46,001
Precio$405.21
Valor$18,640,000
Precio Actual$389.89
Precio reportado-3.78%
52 Week Low$317.92
52 Week High$437.07
StockTXN - Texas Instruments
% de la cartera2.01
Actividad recienteReduce 0.33%
Comparte87,403
Precio$206.57
Valor$18,055,000
Precio Actual$190.15
Precio reportado-7.95%
52 Week Low$152.35
52 Week High$220.39
StockGS - Goldman Sachs Group
% de la cartera1.99
Actividad recienteReduce 10.09%
Comparte36,108
Precio$495.10
Valor$17,877,000
Precio Actual$560.00
Precio reportado13.11%
52 Week Low$363.27
52 Week High$611.91
StockPYPL - PayPal Holdings Inc.
% de la cartera1.95
Actividad recienteReduce 1.43%
Comparte224,308
Precio$78.03
Valor$17,503,000
Precio Actual$83.36
Precio reportado6.83%
52 Week Low$55.77
52 Week High$93.66
StockUNP - Union Pacific
% de la cartera1.86
Actividad recienteAdd 8.07%
Comparte67,900
Precio$246.48
Valor$16,736,000
Precio Actual$225.21
Precio reportado-8.63%
52 Week Low$216.15
52 Week High$256.59
StockMTB - M&T Bank Corp.
% de la cartera1.82
Actividad recienteAdd 0.22%
Comparte91,870
Precio$178.12
Valor$16,364,000
Precio Actual$187.75
Precio reportado5.41%
52 Week Low$124.23
52 Week High$224.32
StockAMGN - Amgen
% de la cartera1.70
Actividad recienteAdd 5.28%
Comparte47,449
Precio$322.22
Valor$15,289,000
Precio Actual$262.23
Precio reportado-18.62%
52 Week Low$253.30
52 Week High$341.72
StockGILD - Gilead Sciences
% de la cartera1.69
Actividad recienteReduce 0.88%
Comparte181,662
Precio$83.84
Valor$15,231,000
Precio Actual$89.88
Precio reportado7.20%
52 Week Low$60.24
52 Week High$98.08
StockUNH - United Health Group Inc.
% de la cartera1.59
Actividad recienteReduce 1.46%
Comparte24,523
Precio$584.68
Valor$14,338,000
Precio Actual$520.69
Precio reportado-10.94%
52 Week Low$431.35
52 Week High$628.32
StockTEL - TE Connectivity plc
% de la cartera1.57
Actividad recienteReduce 1.29%
Comparte93,749
Precio$150.99
Valor$14,155,000
Precio Actual$140.91
Precio reportado-6.68%
52 Week Low$139.80
52 Week High$156.22
StockFDX - FedEx Corp.
% de la cartera1.52
Actividad recienteAdd 0.43%
Comparte50,047
Precio$273.68
Valor$13,697,000
Precio Actual$270.73
Precio reportado-1.08%
52 Week Low$229.73
52 Week High$310.77
StockLHX - L3Harris Technologies Inc.
% de la cartera1.51
Actividad recienteReduce 1.43%
Comparte57,218
Precio$237.86
Valor$13,610,000
Precio Actual$208.28
Precio reportado-12.44%
52 Week Low$197.01
52 Week High$264.49
StockWFC - Wells Fargo
% de la cartera1.49
Actividad recienteAdd 0.18%
Comparte237,435
Precio$56.49
Valor$13,413,000
Precio Actual$69.96
Precio reportado23.84%
52 Week Low$44.93
52 Week High$78.13
StockTMO - Thermo Fisher Scientific
% de la cartera1.36
Actividad recienteReduce 2.16%
Comparte19,753
Precio$618.59
Valor$12,219,000
Precio Actual$542.31
Precio reportado-12.33%
52 Week Low$492.93
52 Week High$627.02
StockZBH - Zimmer Biomet Holdings
% de la cartera1.19
Actividad recienteReduce 0.62%
Comparte99,495
Precio$107.95
Valor$10,740,000
Precio Actual$104.54
Precio reportado-3.16%
52 Week Low$100.67
52 Week High$133.01
StockVOO - Vanguard S&P 500 ETF
% de la cartera1.13
Actividad recienteAdd 9.54%
Comparte19,317
Precio$527.67
Valor$10,193,000
Precio Actual$533.89
Precio reportado1.18%
52 Week Low$426.21
52 Week High$558.17
StockTSN - Tyson Foods
% de la cartera1.11
Actividad recienteAdd 11.75%
Comparte167,827
Precio$59.56
Valor$9,996,000
Precio Actual$54.27
Precio reportado-8.88%
52 Week Low$49.49
52 Week High$66.36
StockVEA - Vanguard FTSE Developed ETF
% de la cartera1.06
Actividad recienteAdd 13.61%
Comparte180,407
Precio$52.81
Valor$9,527,000
Precio Actual$47.53
Precio reportado-10.00%
52 Week Low$44.43
52 Week High$52.61
StockBDX - Becton Dickinson
% de la cartera0.95
Actividad recienteAdd 37.60%
Comparte35,295
Precio$241.11
Valor$8,510,000
Precio Actual$233.67
Precio reportado-3.09%
52 Week Low$216.83
52 Week High$245.26
StockRTX - RTX Corp.
% de la cartera0.95
Actividad recienteReduce 0.25%
Comparte70,381
Precio$121.15
Valor$8,527,000
Precio Actual$115.11
Precio reportado-4.99%
52 Week Low$82.49
52 Week High$128.02
StockPFE - Pfizer Inc.
% de la cartera0.94
Actividad recienteReduce 1.97%
Comparte291,405
Precio$28.94
Valor$8,433,000
Precio Actual$26.72
Precio reportado-7.67%
52 Week Low$24.11
52 Week High$31.06
StockVYM - Vanguard High Dvd Yield ETF
% de la cartera0.94
Actividad recienteAdd 9.18%
Comparte65,726
Precio$128.20
Valor$8,426,000
Precio Actual$126.11
Precio reportado-1.63%
52 Week Low$106.40
52 Week High$134.04
StockGD - General Dynamics
% de la cartera0.86
Actividad recienteAdd 0.35%
Comparte25,448
Precio$302.18
Valor$7,690,000
Precio Actual$259.38
Precio reportado-14.16%
52 Week Low$243.18
52 Week High$316.90
StockIWF - iShares Russell 1000 Growth ETF
% de la cartera0.81
Actividad recienteAdd 12.07%
Comparte19,412
Precio$375.39
Valor$7,287,000
Precio Actual$398.15
Precio reportado6.06%
52 Week Low$299.72
52 Week High$419.10
StockFI - Fiserv Inc.
% de la cartera0.72
Actividad recienteReduce 3.06%
Comparte35,971
Precio$179.64
Valor$6,462,000
Precio Actual$200.51
Precio reportado11.62%
52 Week Low$135.13
52 Week High$223.23
StockPEP - PepsiCo Inc.
% de la cartera0.60
Actividad recienteAdd 3.05%
Comparte31,497
Precio$170.05
Valor$5,356,000
Precio Actual$142.64
Precio reportado-16.12%
52 Week Low$141.51
52 Week High$179.08
StockIWR - Ishares Russell Mid Cap ETF
% de la cartera0.49
Actividad recienteAdd 10.87%
Comparte49,939
Precio$88.15
Valor$4,402,000
Precio Actual$87.64
Precio reportado-0.58%
52 Week Low$74.03
52 Week High$95.67
StockIJR - Ishares Core S&P Small Cap E
% de la cartera0.47
Actividad recienteAdd 22.85%
Comparte36,016
Precio$116.95
Valor$4,212,000
Precio Actual$113.08
Precio reportado-3.31%
52 Week Low$99.46
52 Week High$127.42
StockLOW - Lowe's Cos.
% de la cartera0.43
Actividad recienteAdd 30.29%
Comparte14,390
Precio$270.88
Valor$3,898,000
Precio Actual$247.90
Precio reportado-8.48%
52 Week Low$206.67
52 Week High$285.80
StockMDY - SPDR S&P Midcap 400 ETF Trst
% de la cartera0.41
Actividad recienteAdd 23.70%
Comparte6,514
Precio$569.70
Valor$3,711,000
Precio Actual$565.61
Precio reportado-0.72%
52 Week Low$481.75
52 Week High$621.84
StockIWM - iShares Russell 2000 ETF
% de la cartera0.26
Actividad recienteAdd 0.13%
Comparte10,601
Precio$220.92
Valor$2,342,000
Precio Actual$216.83
Precio reportado-1.85%
52 Week Low$185.34
52 Week High$244.25
StockTCHP - T Rowe Price Blue Chip Growth ETF
% de la cartera0.26
Actividad recienteAdd 2.90%
Comparte59,381
Precio$39.64
Valor$2,354,000
Precio Actual$41.97
Precio reportado5.88%
52 Week Low$30.90
52 Week High$43.95
StockIVV - Ishares Core S&P 500 ETF
% de la cartera0.21
Actividad recienteAdd 53.06%
Comparte3,254
Precio$576.83
Valor$1,877,000
Precio Actual$583.33
Precio reportado1.13%
52 Week Low$465.75
52 Week High$609.95
StockVWO - Vanguard FTSE Emerging Marke
% de la cartera0.21
Actividad recienteAdd 7.02%
Comparte40,161
Precio$47.86
Valor$1,922,000
Precio Actual$42.81
Precio reportado-10.55%
52 Week Low$37.62
52 Week High$48.40
StockBRK.B - Berkshire Hathaway CL B
% de la cartera0.14
Actividad reciente—
Comparte2,774
Precio$460.35
Valor$1,277,000
Precio Actual$442.66
Precio reportado-3.84%
52 Week Low$357.98
52 Week High$491.67
StockEFA - iShares MSCI EAFE ETF
% de la cartera0.14
Actividad reciente—
Comparte15,277
Precio$83.66
Valor$1,278,000
Precio Actual$75.06
Precio reportado-10.28%
52 Week Low$70.38
52 Week High$83.42
StockIWD - Ishares Russell 1000 Value E
% de la cartera0.14
Actividad recienteAdd 14.14%
Comparte6,604
Precio$189.73
Valor$1,253,000
Precio Actual$183.57
Precio reportado-3.25%
52 Week Low$157.97
52 Week High$199.39
StockVUG - Vanguard Growth ETF
% de la cartera0.13
Actividad recienteAdd 3.38%
Comparte3,152
Precio$383.88
Valor$1,210,000
Precio Actual$407.33
Precio reportado6.11%
52 Week Low$306.31
52 Week High$428.14
StockNVDA - NVIDIA Corp.
% de la cartera0.12
Actividad recienteAdd 1.23%
Comparte8,807
Precio$121.49
Valor$1,070,000
Precio Actual$135.91
Precio reportado11.87%
52 Week Low$53.54
52 Week High$153.13
StockGLD - SPDR Gold Trust
% de la cartera0.11
Actividad reciente—
Comparte3,966
Precio$243.07
Valor$964,000
Precio Actual$248.21
Precio reportado2.11%
52 Week Low$183.78
52 Week High$257.71
StockVTI - Vanguard Total Stock Mkt ETF
% de la cartera0.11
Actividad reciente—
Comparte3,417
Precio$283.29
Valor$968,000
Precio Actual$287.30
Precio reportado1.42%
52 Week Low$230.34
52 Week High$301.97
StockAXP - American Express
% de la cartera0.10
Actividad reciente—
Comparte3,212
Precio$271.17
Valor$871,000
Precio Actual$293.30
Precio reportado8.16%
52 Week Low$175.86
52 Week High$307.10
StockAFL - AFLAC Inc.
% de la cartera0.08
Actividad reciente—
Comparte6,201
Precio$111.76
Valor$693,000
Precio Actual$100.99
Precio reportado-9.64%
52 Week Low$73.49
52 Week High$115.43
StockVIG - Vanguard Dividend Apprec ETF
% de la cartera0.08
Actividad recienteReduce 0.80%
Comparte3,453
Precio$198.09
Valor$684,000
Precio Actual$192.84
Precio reportado-2.65%
52 Week Low$165.68
52 Week High$204.29
StockVTV - Vanguard Value ETF
% de la cartera0.08
Actividad recienteAdd 155.07%
Comparte3,877
Precio$174.62
Valor$677,000
Precio Actual$167.73
Precio reportado-3.95%
52 Week Low$143.24
52 Week High$181.33
StockQQQ - Invesco Qqq Trust Series 1
% de la cartera0.07
Actividad recienteAdd 12.82%
Comparte1,250
Precio$488.00
Valor$610,000
Precio Actual$507.19
Precio reportado3.93%
52 Week Low$400.54
52 Week High$538.28
StockGOOGL - Alphabet Inc.
% de la cartera0.06
Actividad recienteAdd 14.90%
Comparte3,062
Precio$165.90
Valor$508,000
Precio Actual$192.04
Precio reportado15.76%
52 Week Low$130.19
52 Week High$201.42
StockJNJ - Johnson & Johnson
% de la cartera0.06
Actividad recienteAdd 0.90%
Comparte3,375
Precio$162.07
Valor$547,000
Precio Actual$142.06
Precio reportado-12.35%
52 Week Low$139.79
52 Week High$167.51
StockPARA - Paramount Global CL B
% de la cartera0.06
Actividad recienteReduce 85.97%
Comparte47,115
Precio$10.61
Valor$500,000
Precio Actual$10.48
Precio reportado-1.23%
52 Week Low$9.45
52 Week High$15.41
StockSDY - SPDR S&P Dividend ETF
% de la cartera0.06
Actividad recienteAdd 0.05%
Comparte3,849
Precio$142.11
Valor$547,000
Precio Actual$128.74
Precio reportado-9.41%
52 Week Low$118.45
52 Week High$143.33
StockSPYX - SPDR S&P 500 Fossil Fuel Res
% de la cartera0.06
Actividad recienteAdd 21.52%
Comparte11,784
Precio$47.27
Valor$557,000
Precio Actual$47.66
Precio reportado0.83%
52 Week Low$38.07
52 Week High$49.87
StockXOM - Exxon Mobil Corp.
% de la cartera0.06
Actividad recienteAdd 1.57%
Comparte4,408
Precio$117.29
Valor$517,000
Precio Actual$106.54
Precio reportado-9.17%
52 Week Low$92.61
52 Week High$125.31
StockCOST - Costco Co.
% de la cartera0.05
Actividad reciente—
Comparte544
Precio$886.03
Valor$482,000
Precio Actual$936.94
Precio reportado5.75%
52 Week Low$663.76
52 Week High$1008.25
StockCVS - CVS Health Corp.
% de la cartera0.05
Actividad recienteReduce 61.42%
Comparte7,161
Precio$62.84
Valor$450,000
Precio Actual$48.01
Precio reportado-23.60%
52 Week Low$43.56
52 Week High$78.21
StockDHR - Danaher Corp.
% de la cartera0.05
Actividad reciente—
Comparte1,703
Precio$277.75
Valor$473,000
Precio Actual$235.07
Precio reportado-15.37%
52 Week Low$221.57
52 Week High$281.10
StockNUE - Nucor Corp.
% de la cartera0.05
Actividad recienteBuy
Comparte2,698
Precio$150.48
Valor$406,000
Precio Actual$118.16
Precio reportado-21.48%
52 Week Low$112.25
52 Week High$200.61
StockCOF - Capital One Financial
% de la cartera0.04
Actividad reciente—
Comparte2,414
Precio$149.54
Valor$361,000
Precio Actual$175.29
Precio reportado17.22%
52 Week Low$121.23
52 Week High$197.66
StockESGD - Ishares Trust Ishares Esg Aw
% de la cartera0.04
Actividad recienteAdd 34.10%
Comparte4,259
Precio$84.06
Valor$358,000
Precio Actual$75.47
Precio reportado-10.22%
52 Week Low$70.62
52 Week High$83.95
StockMCD - McDonald's Corp.
% de la cartera0.04
Actividad recienteAdd 0.37%
Comparte1,074
Precio$304.47
Valor$327,000
Precio Actual$282.31
Precio reportado-7.28%
52 Week Low$240.67
52 Week High$316.00
StockMRK - Merck & Co.
% de la cartera0.04
Actividad reciente—
Comparte2,862
Precio$113.56
Valor$325,000
Precio Actual$99.25
Precio reportado-12.60%
52 Week Low$93.73
52 Week High$132.67
StockPG - Procter & Gamble
% de la cartera0.04
Actividad recienteAdd 2.30%
Comparte2,183
Precio$173.16
Valor$378,000
Precio Actual$158.56
Precio reportado-8.43%
52 Week Low$143.63
52 Week High$180.43
StockWMT - Walmart Inc.
% de la cartera0.04
Actividad reciente—
Comparte4,841
Precio$80.77
Valor$391,000
Precio Actual$93.00
Precio reportado15.14%
52 Week Low$52.76
52 Week High$95.97
StockACN - Accenture
% de la cartera0.03
Actividad reciente—
Comparte805
Precio$354.04
Valor$285,000
Precio Actual$349.79
Precio reportado-1.20%
52 Week Low$276.35
52 Week High$382.77
StockBAC - Bank of America Corp.
% de la cartera0.03
Actividad reciente—
Comparte6,301
Precio$39.68
Valor$250,000
Precio Actual$45.11
Precio reportado13.68%
52 Week Low$30.49
52 Week High$47.81
StockBMY - Bristol-Myers Squibb
% de la cartera0.03
Actividad recienteAdd 0.27%
Comparte5,619
Precio$51.79
Valor$291,000
Precio Actual$55.83
Precio reportado7.80%
52 Week Low$38.18
52 Week High$60.41
StockCL - Colgate-Palmolive
% de la cartera0.03
Actividad recienteReduce 0.65%
Comparte2,583
Precio$103.76
Valor$268,000
Precio Actual$86.36
Precio reportado-16.77%
52 Week Low$78.06
52 Week High$108.76
StockETN - Eaton Corp.
% de la cartera0.03
Actividad reciente—
Comparte842
Precio$331.35
Valor$279,000
Precio Actual$341.45
Precio reportado3.05%
52 Week Low$233.16
52 Week High$379.99
StockIBM - International Business Machines
% de la cartera0.03
Actividad recienteBuy
Comparte1,123
Precio$220.84
Valor$248,000
Precio Actual$219.75
Precio reportado-0.49%
52 Week Low$154.70
52 Week High$239.35
StockIEMG - iShares Core MSCI Emerging Markets ETF
% de la cartera0.03
Actividad recienteAdd 3.23%
Comparte4,926
Precio$57.45
Valor$283,000
Precio Actual$51.19
Precio reportado-10.90%
52 Week Low$45.89
52 Week High$57.75
StockINTU - Intuit Inc.
% de la cartera0.03
Actividad reciente—
Comparte450
Precio$620.00
Valor$279,000
Precio Actual$623.43
Precio reportado0.55%
52 Week Low$554.66
52 Week High$713.59
StockIWB - Ishares Russell 1000 ETF
% de la cartera0.03
Actividad reciente—
Comparte721
Precio$314.84
Valor$227,000
Precio Actual$319.51
Precio reportado1.48%
52 Week Low$255.60
52 Week High$335.16
StockIWN - Ishares Russell 2000 Value E
% de la cartera0.03
Actividad recienteBuy
Comparte1,765
Precio$166.57
Valor$294,000
Precio Actual$159.95
Precio reportado-3.97%
52 Week Low$141.60
52 Week High$182.60
StockLLY - Eli Lilly & Co.
% de la cartera0.03
Actividad recienteAdd 1.68%
Comparte302
Precio$887.42
Valor$268,000
Precio Actual$799.90
Precio reportado-9.86%
52 Week Low$608.73
52 Week High$970.92
StockPFS - Provident Financial Services Inc.
% de la cartera0.03
Actividad reciente—
Comparte13,623
Precio$18.57
Valor$253,000
Precio Actual$18.03
Precio reportado-2.91%
52 Week Low$12.69
52 Week High$22.24
StockSPYG - SPDR Portfolio S&P 500 Growt
% de la cartera0.03
Actividad recienteAdd 6.20%
Comparte3,411
Precio$82.97
Valor$283,000
Precio Actual$87.53
Precio reportado5.50%
52 Week Low$64.21
52 Week High$91.31
StockV - Visa Inc.
% de la cartera0.03
Actividad recienteReduce 2.52%
Comparte969
Precio$274.51
Valor$266,000
Precio Actual$307.71
Precio reportado12.09%
52 Week Low$251.72
52 Week High$321.62
StockVB - Vanguard Small Cap ETF
% de la cartera0.03
Actividad recienteAdd 8.35%
Comparte1,168
Precio$237.16
Valor$277,000
Precio Actual$238.12
Precio reportado0.40%
52 Week Low$199.93
52 Week High$262.37
StockVO - Vanguard Mid Cap ETF
% de la cartera0.03
Actividad recienteAdd 11.37%
Comparte989
Precio$263.90
Valor$261,000
Precio Actual$262.82
Precio reportado-0.41%
52 Week Low$221.40
52 Week High$284.44
StockXLK - Technology Select Sect SPDR
% de la cartera0.03
Actividad reciente—
Comparte1,180
Precio$225.42
Valor$266,000
Precio Actual$228.78
Precio reportado1.49%
52 Week Low$187.64
52 Week High$241.57
StockCGEN - Compugen Ltd
% de la cartera0.02
Actividad recienteAdd 3.30%
Comparte93,833
Precio$1.81
Valor$170,000
Precio Actual$1.64
Precio reportado-9.39%
52 Week Low$1.35
52 Week High$3.03
StockIT - Gartner Inc.
% de la cartera0.02
Actividad recienteBuy
Comparte400
Precio$507.50
Valor$203,000
Precio Actual$489.00
Precio reportado-3.65%
52 Week Low$411.15
52 Week High$559.00
StockTSLA - Tesla Inc.
% de la cartera0.02
Actividad recienteBuy
Comparte833
Precio$261.70
Valor$218,000
Precio Actual$394.74
Precio reportado50.84%
52 Week Low$138.80
52 Week High$488.54
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
MSFT - Microsoft Corp.
6.76
Reduce 0.28%
141,215
$430.30
$60,765,000
$418.95
-2.64%
$377.56
$466.57
BK - Bank of New York Mellon Corp.
4.11
Reduce 1.03%
514,356
$71.86
$36,962,000
$75.42
4.95%
$50.73
$82.72
JPM - JPMorgan Chase & Co.
3.91
Reduce 7.88%
166,791
$210.86
$35,170,000
$239.87
13.76%
$160.63
$253.00
AAPL - Apple Inc.
3.64
Add 1.57%
140,607
$233.00
$32,761,000
$236.85
1.65%
$163.48
$260.10
PNC - PNC Financial Services
3.61
Reduce 0.75%
175,392
$184.85
$32,421,000
$189.02
2.26%
$135.83
$216.26
MS - Morgan Stanley
3.50
Reduce 0.73%
301,627
$104.24
$31,442,000
$123.45
18.43%
$80.28
$136.24
CMCSA - Comcast Corp.
3.40
Add 0.86%
730,834
$41.77
$30,527,000
$36.36
-12.95%
$35.57
$45.66
CSCO - Cisco Systems
3.40
Add 0.07%
574,239
$53.22
$30,561,000
$58.74
10.37%
$43.86
$59.82
USB - U.S. Bancorp
3.18
Reduce 0.30%
625,030
$45.73
$28,583,000
$47.38
3.61%
$36.55
$53.42
QCOM - QUALCOMM Inc.
3.17
Add 15.84%
167,660
$170.05
$28,511,000
$156.98
-7.69%
$133.40
$228.25
MDT - Medtronic plc
3.09
Add 11.08%
308,366
$90.03
$27,762,000
$80.66
-10.41%
$74.72
$91.88
GOOG - Alphabet Inc. CL C
3.05
Add 0.49%
163,875
$167.19
$27,398,000
$193.17
15.54%
$131.08
$202.88
AEP - American Electric Power
2.62
Reduce 0.22%
229,980
$102.60
$23,596,000
$93.51
-8.86%
$73.11
$104.16
META - Meta Platforms Inc.
2.58
Reduce 1.82%
40,489
$572.45
$23,178,000
$615.86
7.58%
$357.25
$637.89
AMZN - Amazon.com Inc.
2.51
Reduce 0.84%
121,287
$186.33
$22,599,000
$218.94
17.50%
$149.91
$233.00
SBUX - Starbucks Corp.
2.28
Add 9.65%
209,955
$97.49
$20,469,000
$92.25
-5.37%
$70.40
$103.32
ABBV - AbbVie Inc.
2.22
Reduce 30.28%
101,261
$197.48
$19,997,000
$175.17
-11.30%
$150.98
$207.32
NEE - NextEra Energy Inc.
2.16
Reduce 0.20%
230,026
$84.53
$19,444,000
$67.38
-20.29%
$52.90
$85.53
HD - Home Depot
2.07
Add 0.00%
46,001
$405.21
$18,640,000
$389.89
-3.78%
$317.92
$437.07
TXN - Texas Instruments
2.01
Reduce 0.33%
87,403
$206.57
$18,055,000
$190.15
-7.95%
$152.35
$220.39
GS - Goldman Sachs Group
1.99
Reduce 10.09%
36,108
$495.10
$17,877,000
$560.00
13.11%
$363.27
$611.91
PYPL - PayPal Holdings Inc.
1.95
Reduce 1.43%
224,308
$78.03
$17,503,000
$83.36
6.83%
$55.77
$93.66
UNP - Union Pacific
1.86
Add 8.07%
67,900
$246.48
$16,736,000
$225.21
-8.63%
$216.15
$256.59
MTB - M&T Bank Corp.
1.82
Add 0.22%
91,870
$178.12
$16,364,000
$187.75
5.41%
$124.23
$224.32
AMGN - Amgen
1.70
Add 5.28%
47,449
$322.22
$15,289,000
$262.23
-18.62%
$253.30
$341.72
GILD - Gilead Sciences
1.69
Reduce 0.88%
181,662
$83.84
$15,231,000
$89.88
7.20%
$60.24
$98.08
UNH - United Health Group Inc.
1.59
Reduce 1.46%
24,523
$584.68
$14,338,000
$520.69
-10.94%
$431.35
$628.32
TEL - TE Connectivity plc
1.57
Reduce 1.29%
93,749
$150.99
$14,155,000
$140.91
-6.68%
$139.80
$156.22
FDX - FedEx Corp.
1.52
Add 0.43%
50,047
$273.68
$13,697,000
$270.73
-1.08%
$229.73
$310.77
LHX - L3Harris Technologies Inc.
1.51
Reduce 1.43%
57,218
$237.86
$13,610,000
$208.28
-12.44%
$197.01
$264.49
WFC - Wells Fargo
1.49
Add 0.18%
237,435
$56.49
$13,413,000
$69.96
23.84%
$44.93
$78.13
TMO - Thermo Fisher Scientific
1.36
Reduce 2.16%
19,753
$618.59
$12,219,000
$542.31
-12.33%
$492.93
$627.02
ZBH - Zimmer Biomet Holdings
1.19
Reduce 0.62%
99,495
$107.95
$10,740,000
$104.54
-3.16%
$100.67
$133.01
VOO - Vanguard S&P 500 ETF
1.13
Add 9.54%
19,317
$527.67
$10,193,000
$533.89
1.18%
$426.21
$558.17
TSN - Tyson Foods
1.11
Add 11.75%
167,827
$59.56
$9,996,000
$54.27
-8.88%
$49.49
$66.36
VEA - Vanguard FTSE Developed ETF
1.06
Add 13.61%
180,407
$52.81
$9,527,000
$47.53
-10.00%
$44.43
$52.61
BDX - Becton Dickinson
0.95
Add 37.60%
35,295
$241.11
$8,510,000
$233.67
-3.09%
$216.83
$245.26
RTX - RTX Corp.
0.95
Reduce 0.25%
70,381
$121.15
$8,527,000
$115.11
-4.99%
$82.49
$128.02
PFE - Pfizer Inc.
0.94
Reduce 1.97%
291,405
$28.94
$8,433,000
$26.72
-7.67%
$24.11
$31.06
VYM - Vanguard High Dvd Yield ETF
0.94
Add 9.18%
65,726
$128.20
$8,426,000
$126.11
-1.63%
$106.40
$134.04
GD - General Dynamics
0.86
Add 0.35%
25,448
$302.18
$7,690,000
$259.38
-14.16%
$243.18
$316.90
IWF - iShares Russell 1000 Growth ETF
0.81
Add 12.07%
19,412
$375.39
$7,287,000
$398.15
6.06%
$299.72
$419.10
FI - Fiserv Inc.
0.72
Reduce 3.06%
35,971
$179.64
$6,462,000
$200.51
11.62%
$135.13
$223.23
PEP - PepsiCo Inc.
0.60
Add 3.05%
31,497
$170.05
$5,356,000
$142.64
-16.12%
$141.51
$179.08
IWR - Ishares Russell Mid Cap ETF
0.49
Add 10.87%
49,939
$88.15
$4,402,000
$87.64
-0.58%
$74.03
$95.67
IJR - Ishares Core S&P Small Cap E
0.47
Add 22.85%
36,016
$116.95
$4,212,000
$113.08
-3.31%
$99.46
$127.42
LOW - Lowe's Cos.
0.43
Add 30.29%
14,390
$270.88
$3,898,000
$247.90
-8.48%
$206.67
$285.80
MDY - SPDR S&P Midcap 400 ETF Trst
0.41
Add 23.70%
6,514
$569.70
$3,711,000
$565.61
-0.72%
$481.75
$621.84
IWM - iShares Russell 2000 ETF
0.26
Add 0.13%
10,601
$220.92
$2,342,000
$216.83
-1.85%
$185.34
$244.25
TCHP - T Rowe Price Blue Chip Growth ETF
0.26
Add 2.90%
59,381
$39.64
$2,354,000
$41.97
5.88%
$30.90
$43.95
IVV - Ishares Core S&P 500 ETF
0.21
Add 53.06%
3,254
$576.83
$1,877,000
$583.33
1.13%
$465.75
$609.95
VWO - Vanguard FTSE Emerging Marke
0.21
Add 7.02%
40,161
$47.86
$1,922,000
$42.81
-10.55%
$37.62
$48.40
BRK.B - Berkshire Hathaway CL B
0.14
—
2,774
$460.35
$1,277,000
$442.66
-3.84%
$357.98
$491.67
EFA - iShares MSCI EAFE ETF
0.14
—
15,277
$83.66
$1,278,000
$75.06
-10.28%
$70.38
$83.42
IWD - Ishares Russell 1000 Value E
0.14
Add 14.14%
6,604
$189.73
$1,253,000
$183.57
-3.25%
$157.97
$199.39
VUG - Vanguard Growth ETF
0.13
Add 3.38%
3,152
$383.88
$1,210,000
$407.33
6.11%
$306.31
$428.14
NVDA - NVIDIA Corp.
0.12
Add 1.23%
8,807
$121.49
$1,070,000
$135.91
11.87%
$53.54
$153.13
GLD - SPDR Gold Trust
0.11
—
3,966
$243.07
$964,000
$248.21
2.11%
$183.78
$257.71
VTI - Vanguard Total Stock Mkt ETF
0.11
—
3,417
$283.29
$968,000
$287.30
1.42%
$230.34
$301.97
AXP - American Express
0.10
—
3,212
$271.17
$871,000
$293.30
8.16%
$175.86
$307.10
AFL - AFLAC Inc.
0.08
—
6,201
$111.76
$693,000
$100.99
-9.64%
$73.49
$115.43
VIG - Vanguard Dividend Apprec ETF
0.08
Reduce 0.80%
3,453
$198.09
$684,000
$192.84
-2.65%
$165.68
$204.29
VTV - Vanguard Value ETF
0.08
Add 155.07%
3,877
$174.62
$677,000
$167.73
-3.95%
$143.24
$181.33
QQQ - Invesco Qqq Trust Series 1
0.07
Add 12.82%
1,250
$488.00
$610,000
$507.19
3.93%
$400.54
$538.28
GOOGL - Alphabet Inc.
0.06
Add 14.90%
3,062
$165.90
$508,000
$192.04
15.76%
$130.19
$201.42
JNJ - Johnson & Johnson
0.06
Add 0.90%
3,375
$162.07
$547,000
$142.06
-12.35%
$139.79
$167.51
PARA - Paramount Global CL B
0.06
Reduce 85.97%
47,115
$10.61
$500,000
$10.48
-1.23%
$9.45
$15.41
SDY - SPDR S&P Dividend ETF
0.06
Add 0.05%
3,849
$142.11
$547,000
$128.74
-9.41%
$118.45
$143.33
SPYX - SPDR S&P 500 Fossil Fuel Res
0.06
Add 21.52%
11,784
$47.27
$557,000
$47.66
0.83%
$38.07
$49.87
XOM - Exxon Mobil Corp.
0.06
Add 1.57%
4,408
$117.29
$517,000
$106.54
-9.17%
$92.61
$125.31
COST - Costco Co.
0.05
—
544
$886.03
$482,000
$936.94
5.75%
$663.76
$1008.25
CVS - CVS Health Corp.
0.05
Reduce 61.42%
7,161
$62.84
$450,000
$48.01
-23.60%
$43.56
$78.21
DHR - Danaher Corp.
0.05
—
1,703
$277.75
$473,000
$235.07
-15.37%
$221.57
$281.10
NUE - Nucor Corp.
0.05
Buy
2,698
$150.48
$406,000
$118.16
-21.48%
$112.25
$200.61
COF - Capital One Financial
0.04
—
2,414
$149.54
$361,000
$175.29
17.22%
$121.23
$197.66
ESGD - Ishares Trust Ishares Esg Aw
0.04
Add 34.10%
4,259
$84.06
$358,000
$75.47
-10.22%
$70.62
$83.95
MCD - McDonald's Corp.
0.04
Add 0.37%
1,074
$304.47
$327,000
$282.31
-7.28%
$240.67
$316.00
MRK - Merck & Co.
0.04
—
2,862
$113.56
$325,000
$99.25
-12.60%
$93.73
$132.67
PG - Procter & Gamble
0.04
Add 2.30%
2,183
$173.16
$378,000
$158.56
-8.43%
$143.63
$180.43
WMT - Walmart Inc.
0.04
—
4,841
$80.77
$391,000
$93.00
15.14%
$52.76
$95.97
ACN - Accenture
0.03
—
805
$354.04
$285,000
$349.79
-1.20%
$276.35
$382.77
BAC - Bank of America Corp.
0.03
—
6,301
$39.68
$250,000
$45.11
13.68%
$30.49
$47.81
BMY - Bristol-Myers Squibb
0.03
Add 0.27%
5,619
$51.79
$291,000
$55.83
7.80%
$38.18
$60.41
CL - Colgate-Palmolive
0.03
Reduce 0.65%
2,583
$103.76
$268,000
$86.36
-16.77%
$78.06
$108.76
ETN - Eaton Corp.
0.03
—
842
$331.35
$279,000
$341.45
3.05%
$233.16
$379.99
IBM - International Business Machines
0.03
Buy
1,123
$220.84
$248,000
$219.75
-0.49%
$154.70
$239.35
IEMG - iShares Core MSCI Emerging Markets ETF
0.03
Add 3.23%
4,926
$57.45
$283,000
$51.19
-10.90%
$45.89
$57.75
INTU - Intuit Inc.
0.03
—
450
$620.00
$279,000
$623.43
0.55%
$554.66
$713.59
IWB - Ishares Russell 1000 ETF
0.03
—
721
$314.84
$227,000
$319.51
1.48%
$255.60
$335.16
IWN - Ishares Russell 2000 Value E
0.03
Buy
1,765
$166.57
$294,000
$159.95
-3.97%
$141.60
$182.60
LLY - Eli Lilly & Co.
0.03
Add 1.68%
302
$887.42
$268,000
$799.90
-9.86%
$608.73
$970.92
PFS - Provident Financial Services Inc.
0.03
—
13,623
$18.57
$253,000
$18.03
-2.91%
$12.69
$22.24
SPYG - SPDR Portfolio S&P 500 Growt
0.03
Add 6.20%
3,411
$82.97
$283,000
$87.53
5.50%
$64.21
$91.31
V - Visa Inc.
0.03
Reduce 2.52%
969
$274.51
$266,000
$307.71
12.09%
$251.72
$321.62
VB - Vanguard Small Cap ETF
0.03
Add 8.35%
1,168
$237.16
$277,000
$238.12
0.40%
$199.93
$262.37
VO - Vanguard Mid Cap ETF
0.03
Add 11.37%
989
$263.90
$261,000
$262.82
-0.41%
$221.40
$284.44
XLK - Technology Select Sect SPDR
0.03
—
1,180
$225.42
$266,000
$228.78
1.49%
$187.64
$241.57
CGEN - Compugen Ltd
0.02
Add 3.30%
93,833
$1.81
$170,000
$1.64
-9.39%
$1.35
$3.03
IT - Gartner Inc.
0.02
Buy
400
$507.50
$203,000
$489.00
-3.65%
$411.15
$559.00
TSLA - Tesla Inc.
0.02
Buy
833
$261.70
$218,000
$394.74
50.84%
$138.80
$488.54