WealthCollab

Latest statistics and disclosures from WealthCollab's latest quarterly 13F-HR filing:

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Positions held by WealthCollab consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthCollab

WealthCollab holds 969 positions in its portfolio as reported in the June 2026 quarterly 13F filing

WealthCollab has 969 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ssr Mining (SSRM) 11.8 $33M +12% 1.2M 28.28
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Vanguard Index Fds Total Stk Mkt (VTI) 9.5 $26M +2% 71k 370.04
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.4 $20M 239k 85.49
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Ishares Tr Core Msci Total (IXUS) 5.0 $14M 143k 95.44
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.7 $13M 105k 124.76
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Ishares Tr National Mun Etf (MUB) 4.1 $11M +4% 105k 107.62
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.6 $9.8M 95k 103.05
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.3 $9.2M +2% 125k 73.41
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Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $8.3M +4% 86k 96.43
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Vanguard Bd Index Fds Intermed Term (BIV) 2.4 $6.7M +3% 88k 76.70
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.2 $6.2M 262k 23.68
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $5.3M +9% 105k 50.58
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $5.2M 54k 96.49
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $4.6M 6.7k 686.82
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $4.4M 151k 28.96
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.6 $4.3M +7% 163k 26.50
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Amazon (AMZN) 1.5 $4.2M +9% 17k 238.34
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.5 $4.1M 105k 38.79
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Apple (AAPL) 1.4 $3.8M 13k 289.36
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $3.3M 20k 164.27
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.1 $3.2M 72k 44.36
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Ishares Tr Calif Mun Bd Etf (CMF) 1.0 $2.8M +4% 49k 57.64
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Ishares Tr 0-3 Mth Treasury (SGOV) 1.0 $2.7M +15% 26k 100.67
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Microsoft Corporation (MSFT) 0.9 $2.5M +5% 6.7k 373.03
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Vanguard World Esg Us Stk Etf (ESGV) 0.8 $2.2M 16k 132.24
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Ishares Tr Tips Bd Etf (TIP) 0.7 $2.1M 19k 109.43
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.9M +2% 23k 83.75
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.6M 16k 102.81
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.6M 23k 69.90
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NVIDIA Corporation (NVDA) 0.6 $1.6M +23% 7.8k 200.09
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Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.5M 4.5k 343.91
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Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M +39% 4.2k 353.39
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.5 $1.4M 5.7k 246.21
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.4M 17k 82.34
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Intel Corporation (INTC) 0.4 $1.1M +58% 8.2k 139.63
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.1M 1.4k 746.77
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Johnson & Johnson (JNJ) 0.4 $993k +285% 3.9k 253.97
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Eli Lilly & Co. (LLY) 0.3 $907k +524% 756.00 1199.43
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Ea Series Trust Alpha Architect (CAOS) 0.3 $906k 10k 90.36
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $859k 8.5k 100.81
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $856k +37% 2.4k 357.37
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Ishares Tr Cre U S Reit Etf (USRT) 0.3 $806k 12k 66.45
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $793k 1.6k 500.39
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Meta Platforms Cl A (META) 0.3 $763k +8% 1.4k 563.29
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Celestica (CLS) 0.3 $756k -2% 2.1k 364.80
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $749k 1.00 748850.00
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $706k 4.3k 163.67
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Raytheon Technologies Corp (RTX) 0.3 $693k +2% 3.7k 189.73
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $652k +19% 1.4k 477.57
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $649k +2% 11k 59.69
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $585k 12k 48.43
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Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $581k 11k 54.02
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Ishares Gold Tr Ishares New (IAU) 0.2 $574k 7.6k 75.51
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Snap Cl A (SNAP) 0.2 $553k 125k 4.44
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $540k +2% 6.8k 79.03
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $534k 6.5k 82.65
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Boeing Company (BA) 0.2 $521k +52% 2.4k 216.45
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Applied Materials (AMAT) 0.2 $519k +17% 716.00 724.87
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $483k +48% 9.2k 52.76
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Cisco Systems (CSCO) 0.2 $467k +91% 4.0k 117.46
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Costco Wholesale Corporation (COST) 0.2 $464k +13% 496.00 935.47
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Micron Technology (MU) 0.2 $429k +5% 372.00 1154.29
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salesforce (CRM) 0.1 $409k 2.6k 156.65
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $404k 4.1k 98.98
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JPMorgan Chase & Co. (JPM) 0.1 $388k +20% 1.2k 327.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $370k +16% 5.2k 71.25
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $356k 13k 27.70
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $353k 12k 29.43
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Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $320k 2.8k 114.06
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Broadcom (AVGO) 0.1 $314k 834.00 375.95
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Wal-Mart Stores (WMT) 0.1 $306k 2.7k 113.26
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International Business Machines (IBM) 0.1 $305k +261% 1.1k 281.21
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $299k 730.00 409.50
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $294k 13k 23.13
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Ishares Tr S&p 100 Etf (OEF) 0.1 $288k 787.00 365.87
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $281k 7.4k 38.06
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $269k +4% 135.00 1989.44
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $254k 8.2k 31.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $251k 7.9k 31.71
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American Centy Etf Tr Avantis Respon U (AVSU) 0.1 $246k +67% 2.8k 88.52
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Uber Technologies (UBER) 0.1 $245k 3.4k 72.16
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Home Depot (HD) 0.1 $245k 694.00 352.68
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $240k +36% 1.3k 190.56
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $231k +15% 952.00 242.99
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American Centy Etf Tr Avan Re Intl Etf (AVSD) 0.1 $231k +33% 2.9k 79.88
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $230k +300% 1.8k 124.17
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $226k +3% 5.0k 45.12
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Advanced Micro Devices (AMD) 0.1 $224k -14% 385.00 580.91
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American Centy Etf Tr Ava Res Mar Etf (AVSE) 0.1 $221k +8% 2.7k 81.84
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American Express Company (AXP) 0.1 $216k 638.00 338.25
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Merck & Co (MRK) 0.1 $215k +582% 1.7k 128.50
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Electronic Arts (EA) 0.1 $215k 1.0k 205.04
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $209k 863.00 242.40
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $209k 10k 20.49
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $203k 668.00 303.12
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Exxon Mobil Corporation (XOM) 0.1 $193k 1.4k 136.72
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Pepsi (PEP) 0.1 $187k +124% 1.4k 135.40
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $187k 2.4k 77.11
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $181k 1.7k 103.88
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $180k 5.0k 36.26
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $175k +106% 4.8k 36.13
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Adobe Systems Incorporated (ADBE) 0.1 $170k +10% 830.00 205.02
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Chevron Corporation (CVX) 0.1 $159k 959.00 165.76
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $159k 6.3k 25.06
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.1 $152k 1.9k 81.94
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Sk Telecom Sponsored Adr (SKM) 0.1 $151k +3% 4.7k 32.16
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $150k 1.3k 117.09
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Thermo Fisher Scientific (TMO) 0.1 $148k +9% 295.00 501.36
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Nutex Health (NUTX) 0.1 $144k 845.00 170.89
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Tesla Motors (TSLA) 0.1 $144k -12% 342.00 420.60
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Ituran Location And Control SHS (ITRN) 0.1 $141k 2.3k 61.01
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Lam Research Corp Com New (LRCX) 0.0 $137k 317.00 433.33
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Servicenow (NOW) 0.0 $133k +17% 1.3k 99.28
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Brightsphere Investment Group (AAMI) 0.0 $132k 1.8k 71.52
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $130k +1256% 1.3k 102.16
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Dell Technologies CL C (DELL) 0.0 $128k +4% 297.00 431.46
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $128k -6% 1.3k 95.98
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Rio Tinto Sponsored Adr (RIO) 0.0 $127k +53% 1.3k 94.93
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $126k 1.8k 68.41
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McDonald's Corporation (MCD) 0.0 $122k 450.00 270.31
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Pfizer (PFE) 0.0 $121k +12% 5.0k 24.08
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $120k +16% 1.9k 63.25
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Prog Holdings Com Npv (PRG) 0.0 $120k +67% 2.6k 46.61
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Ge Vernova (GEV) 0.0 $119k 101.00 1174.87
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Ge Aerospace Com New (GE) 0.0 $118k -6% 316.00 373.73
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Clorox Company (CLX) 0.0 $118k +53% 1.2k 95.44
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $117k +9% 1.4k 83.06
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Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $115k 346.00 333.33
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Visa Com Cl A (V) 0.0 $115k +2% 334.00 343.09
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $114k NEW 155.00 736.40
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $113k 1.1k 102.25
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Goldman Sachs (GS) 0.0 $113k 112.00 1010.93
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Freeport Mcmoran CL B (FCX) 0.0 $112k 1.8k 62.89
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Global X Fds Rate Preferred (PFFV) 0.0 $110k NEW 5.0k 22.03
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $110k 1.3k 82.26
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $109k 743.00 146.41
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Novartis Sponsored Adr (NVS) 0.0 $109k 692.00 156.72
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Barrick Mng Corp Com Shs (B) 0.0 $108k 2.9k 36.73
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Danaos Corporation SHS (DAC) 0.0 $108k +68% 880.00 122.37
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Comcast Corp Cl A (CMCSA) 0.0 $107k +15% 4.4k 24.55
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SITE Centers Corp (SITC) 0.0 $107k +407% 27k 3.97
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $106k NEW 500.00 212.77
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Qualcomm (QCOM) 0.0 $106k +42% 573.00 184.96
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $106k 2.2k 47.30
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $106k 2.6k 40.64
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Netflix (NFLX) 0.0 $105k 1.5k 71.40
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Agnc Invt Corp Com reit (AGNC) 0.0 $105k +33% 9.6k 10.90
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Starbucks Corporation (SBUX) 0.0 $102k 1.0k 102.19
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M/I Homes (MHO) 0.0 $102k 632.00 160.79
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $101k 337.00 300.45
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Tower Semiconductor Shs New (TSEM) 0.0 $101k -18% 387.00 260.64
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Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.0 $101k 2.5k 39.68
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $100k 2.0k 50.39
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.0 $100k 1.1k 90.79
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Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $100k +57% 2.0k 48.56
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Ark Etf Tr Israel Inovate (IZRL) 0.0 $99k 3.3k 30.38
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $99k 436.00 227.06
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $98k NEW 1.8k 53.61
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Verizon Communications (VZ) 0.0 $95k +4% 2.3k 42.26
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Kt Corp Sponsored Adr (KT) 0.0 $95k 5.5k 17.28
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Kb Finl Group Sponsored Adr (KB) 0.0 $94k 898.00 104.96
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Spdr Series Trust St Str Aggre Etf (SPAB) 0.0 $94k 3.7k 25.52
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Abbvie (ABBV) 0.0 $94k -6% 374.00 251.65
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Allstate Corporation (ALL) 0.0 $93k +22% 392.00 237.94
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Suncor Energy (SU) 0.0 $93k 1.7k 53.68
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Banco Santander Sa Adr (SAN) 0.0 $93k 6.7k 13.80
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $93k +24% 624.00 148.31
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $92k 390.00 236.62
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $91k 1.0k 88.54
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $91k 94.00 965.00
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Palantir Technologies Cl A (PLTR) 0.0 $91k 777.00 116.67
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $89k 2.6k 33.84
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Fifth Third Ban (FITB) 0.0 $88k 1.6k 56.37
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $87k +96% 549.00 158.66
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Ishares Esg Awr Msci Em (ESGE) 0.0 $85k 1.6k 54.69
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Artisan Partners Asset Mgmt Cl A (APAM) 0.0 $82k +13% 2.4k 34.53
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Evercore Class A (EVR) 0.0 $81k 238.00 341.44
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Global Ship Lease Com Cl A (GSL) 0.0 $81k +72% 2.1k 37.60
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Walt Disney Company (DIS) 0.0 $80k 832.00 96.25
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Tapestry (TPR) 0.0 $80k 546.00 146.38
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $79k 1.0k 77.91
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $79k NEW 750.00 104.93
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Affiliated Managers (AMG) 0.0 $78k 229.00 338.40
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Woori Finl Group Sponsored Ads (WF) 0.0 $77k +4% 1.3k 57.40
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PPG Industries (PPG) 0.0 $77k 633.00 121.29
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $76k 2.7k 27.88
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Weibo Corp Sponsored Adr (WB) 0.0 $76k +117% 10k 7.26
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Waste Management (WM) 0.0 $74k +17% 334.00 222.88
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GSK Sponsored Adr (GSK) 0.0 $74k +13% 1.4k 52.42
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $74k 1.4k 51.78
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $73k 664.00 110.32
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Finvolution Group Sponsored Ads (FINV) 0.0 $73k +18% 15k 4.79
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Sofi Technologies (SOFI) 0.0 $72k 4.0k 17.93
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Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.0 $72k 1.5k 48.88
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Vanguard Index Fds Value Etf (VTV) 0.0 $71k +19% 327.00 217.61
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Spdr Series Trust St Str Tips Etf (SPIP) 0.0 $71k 2.8k 25.68
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Manulife Finl Corp (MFC) 0.0 $71k 1.7k 40.51
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Perdoceo Ed Corp (PRDO) 0.0 $70k 2.2k 32.00
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Abbott Laboratories (ABT) 0.0 $70k -12% 768.00 90.75
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Orix Corp Sponsored Adr (IX) 0.0 $69k 1.8k 38.04
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Western Union Company (WU) 0.0 $69k +212% 9.0k 7.70
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SEI Investments Company (SEIC) 0.0 $68k 777.00 87.71
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Philip Morris International (PM) 0.0 $67k +168% 371.00 180.91
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FedEx Corporation (FDX) 0.0 $67k 214.00 313.13
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Blackrock Etf Trust Ii Isha Sh Term Etf (CALI) 0.0 $65k NEW 1.3k 50.54
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Sanofi Sa Sponsored Adr (SNY) 0.0 $63k +39% 1.5k 42.66
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Aercap Holdings Nv SHS (AER) 0.0 $62k +77% 424.00 145.78
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United Therapeutics Corporation (UTHR) 0.0 $61k -3% 113.00 541.83
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Vanguard World Inf Tech Etf (VGT) 0.0 $61k NEW 512.00 119.52
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $60k 387.00 154.29
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United Natural Foods (UNFI) 0.0 $59k 1.3k 45.67
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Automatic Data Processing (ADP) 0.0 $59k 262.00 223.95
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $58k +100% 2.1k 27.21
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First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.0 $58k 303.00 191.75
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Icici Bank Adr (IBN) 0.0 $58k -22% 2.0k 29.03
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Dr Reddys Labs Adr (RDY) 0.0 $58k -4% 4.0k 14.49
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International Paper Company (IP) 0.0 $57k 1.5k 38.10
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Corning Incorporated (GLW) 0.0 $57k +11% 222.00 255.43
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CoStar (CSGP) 0.0 $57k +300% 2.0k 28.32
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Marvell Technology (MRVL) 0.0 $56k +14% 189.00 297.89
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Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) 0.0 $56k 824.00 68.16
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $56k NEW 1.8k 30.49
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Kroger (KR) 0.0 $55k 997.00 55.53
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Everest Re Group (EG) 0.0 $55k +218% 153.00 357.24
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Hca Holdings (HCA) 0.0 $55k +6% 140.00 389.89
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Sally Beauty Holdings (SBH) 0.0 $54k +82% 3.8k 14.14
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Lumentum Hldgs (LITE) 0.0 $54k 63.00 858.06
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Btq Technologies Corp (BTQ) 0.0 $54k 10k 5.39
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Illumina (ILMN) 0.0 $53k 303.00 175.83
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Enact Hldgs (ACT) 0.0 $52k 1.1k 45.71
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Williams-Sonoma (WSM) 0.0 $52k +202% 224.00 233.10
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Consensus Cloud Solutions In (CCSI) 0.0 $52k +8% 1.4k 38.15
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United Sts Oil Units (USO) 0.0 $52k 487.00 106.44
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Universal Hlth Svcs CL B (UHS) 0.0 $52k +31% 347.00 148.69
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Coca-Cola Company (KO) 0.0 $51k +111% 633.00 81.27
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Southern Copper Corporation (SCCO) 0.0 $51k 294.00 174.26
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Fiserv (FISV) 0.0 $51k +380% 1.0k 49.05
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Northrop Grumman Corporation (NOC) 0.0 $51k NEW 100.00 509.31
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Parker-Hannifin Corporation (PH) 0.0 $51k 52.00 978.13
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Federated Hermes CL B (FHI) 0.0 $51k 921.00 55.22
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Doordash Cl A (DASH) 0.0 $51k 275.00 184.53
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HudBay Minerals (HBM) 0.0 $50k 2.1k 23.61
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $49k 1.0k 48.12
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Brinker International (EAT) 0.0 $48k 284.00 168.00
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $48k NEW 444.00 107.13
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Spdr Index Shs Fds St Str Europ Etf (SPEU) 0.0 $48k 867.00 54.86
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First Solar (FSLR) 0.0 $47k 201.00 235.96
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General Motors Company (GM) 0.0 $47k 610.00 77.08
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Garrett Motion (GTX) 0.0 $47k 1.3k 36.23
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3M Company (MMM) 0.0 $47k 288.00 161.91
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Past Filings by WealthCollab

SEC 13F filings are viewable for WealthCollab going back to 2023