FIRST HORIZON CORP
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in FIRST HORIZON CORP
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STREET SPDR S&P 500 ETF | 2.92% | 69.815 M $ | 107352 | 2025/09/30 | -3.347 M $ | -4.63 % |
| 2026/03/31 | AAPL | APPLE INC | 2.90% | 69.381 M $ | 273381 | 2025/09/30 | -4.495 M $ | -6.65 % |
| 2026/03/31 | EFA | ISHARES MSCI EAFE ETF | 2.47% | 59.071 M $ | 608166 | 2025/09/30 | 647.672 K $ | 1.15 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.05% | 48.958 M $ | 132259 | 2025/09/30 | -13.289 M $ | -23.46 % |
| 2026/03/31 | JPM | JP MORGAN CHASE & CO | 1.93% | 46.091 M $ | 156688 | 2025/09/30 | -3.774 M $ | -8.71 % |
| 2026/03/31 | VUG | VANGUARD GROWTH ETF | 1.83% | 43.798 M $ | 100273 | 2025/09/30 | -4.806 M $ | -10.47 % |
| 2026/03/31 | CSCO | CISCO SYSTEMS INC | 1.67% | 40.015 M $ | 515730 | 2025/09/30 | 241.792 K $ | 0.73 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.59% | 38.139 M $ | 156025 | 2025/09/30 | 5.296 M $ | 18.12 % |
| 2026/03/31 | IVV | ISHARES CORE S&P 500 ETF | 1.53% | 36.478 M $ | 55844 | 2025/09/30 | -1.810 M $ | -4.63 % |
| 2026/03/31 | IWF | ISHARES RUSSELL 1000 GROWTH ET | 1.49% | 35.549 M $ | 83370 | 2025/09/30 | -3.908 M $ | -9.91 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.44% | 34.476 M $ | 111389 | 2025/09/30 | -4.254 M $ | -10.57 % |
| 2026/03/31 | IJH | ISHARES CORE S&P MID-CAP ETF | 1.36% | 32.566 M $ | 482242 | 2025/09/30 | 693.093 K $ | 2.32 % |
| 2026/03/31 | GOOG | ALPHABET INC CL C | 1.35% | 32.214 M $ | 112299 | 2025/09/30 | -3.121 M $ | -8.59 % |
| 2026/03/31 | XLK | STE ST TECH SELECT SECTOR SPDR | 1.30% | 31.194 M $ | 234719 | 2025/09/30 | -2.586 M $ | -7.69 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHINE | 1.27% | 30.448 M $ | 125616 | 2025/09/30 | -4.814 M $ | -18.17 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.26% | 30.071 M $ | 91432 | 2025/09/30 | -1.045 M $ | -4.42 % |
| 2026/03/31 | GLD | SPDR GOLD TRUST | 1.22% | 29.084 M $ | 67592 | 2025/09/30 | 2.391 M $ | 8.57 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.21% | 28.969 M $ | 170749 | 2025/09/30 | 7.465 M $ | 40.98 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 1.18% | 28.108 M $ | 90441 | 2025/09/30 | 369.724 K $ | 1.69 % |
| 2026/03/31 | VEU | VANGUARD FTSE ALL-WORLD EX-US | 1.17% | 27.953 M $ | 372204 | 2025/09/30 | 512.119 K $ | 2.09 % |
| 2026/03/31 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 1.11% | 26.569 M $ | 124347 | 2025/09/30 | 413.402 K $ | 1.58 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS | 1.11% | 26.487 M $ | 527633 | 2025/09/30 | 4.226 M $ | 23.25 % |
| 2026/03/31 | WMT | WALMART INC | 1.10% | 26.396 M $ | 212392 | 2025/09/30 | 2.086 M $ | 11.55 % |
| 2026/03/31 | IWM | ISHARES RUSSELL 2000 ETF | 1.08% | 25.741 M $ | 103795 | 2025/09/30 | 189.956 K $ | 0.75 % |
| 2026/03/31 | VTV | VANGUARD VALUE ETF | 1.05% | 25.138 M $ | 128125 | 2025/09/30 | 597.696 K $ | 2.73 % |
| 2026/03/31 | TJX | TJX COS INC | 1.04% | 24.966 M $ | 156333 | 2025/09/30 | 992.584 K $ | 3.96 % |
| 2026/03/31 | NVDA | NVIDIA CORP | 0.97% | 23.117 M $ | 132551 | 2025/09/30 | -1.665 M $ | -6.49 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.95% | 22.756 M $ | 64675 | 2025/09/30 | 1.247 M $ | 7.50 % |
| 2026/03/31 | BK | BANK OF NEW YORK MELLON CORP | 0.95% | 22.737 M $ | 191660 | 2025/09/30 | 369.869 K $ | 2.19 % |
| 2026/03/31 | VTEB | VANGUARD TAX-EXEMPT BOND INDEX | 0.93% | 22.208 M $ | 445141 | 2025/09/30 | -132.302 K $ | -0.80 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.92% | 22.058 M $ | 36497 | 2025/09/30 | 4.522 M $ | 24.96 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.91% | 21.743 M $ | 150535 | 2025/09/30 | 152.213 K $ | 0.79 % |
| 2026/03/31 | GOOGL | ALPHABET INC CL A | 0.90% | 21.631 M $ | 75222 | 2025/09/30 | -2.016 M $ | -8.13 % |
| 2026/03/31 | AMZN | AMAZON.COM INC | 0.89% | 21.296 M $ | 102253 | 2025/09/30 | -2.373 M $ | -9.77 % |
| 2026/03/31 | KO | COCA COLA CO | 0.83% | 19.921 M $ | 261940 | 2025/09/30 | 1.328 M $ | 8.78 % |
| 2026/03/31 | VO | VANGUARD IND FD MID-CAP | 0.83% | 19.802 M $ | 68954 | 2025/09/30 | -46.116 K $ | -1.05 % |
| 2026/03/31 | SO | SOUTHERN COMPANY | 0.81% | 19.491 M $ | 201941 | 2025/09/30 | 1.452 M $ | 10.69 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.81% | 19.302 M $ | 160464 | 2025/09/30 | 1.746 M $ | 14.28 % |
| 2026/03/31 | IWO | ISHARES RUSSELL 2000 GROWTH ET | 0.80% | 19.189 M $ | 61150 | 2025/09/30 | -487.645 K $ | -2.85 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.79% | 18.819 M $ | 90956 | 2025/09/30 | 3.897 M $ | 35.75 % |
| 2026/03/31 | TRV | TRAVELERS COMPANIES INC | 0.77% | 18.297 M $ | 62730 | 2025/09/30 | 103.524 K $ | 0.56 % |
| 2026/03/31 | AKAM | AKAMAI TECHNOLOGIES INC | 0.75% | 18.000 M $ | 156729 | 2025/09/30 | 4.276 M $ | 31.63 % |
| 2026/03/31 | AGG | ISHARES CORE U.S. AGGREGATE | 0.75% | 17.844 M $ | 179748 | 2025/09/30 | -104.183 K $ | -0.61 % |
| 2026/03/31 | ACN | ACCENTURE PLC CL A | 0.72% | 17.214 M $ | 86814 | 2025/09/30 | -4.974 M $ | -26.09 % |
| 2026/03/31 | BSV | VANGUARD SHORT TERM BOND ETF | 0.70% | 16.655 M $ | 212408 | 2025/09/30 | -84.017 K $ | -0.51 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORP NEW | 0.67% | 16.116 M $ | 16174 | 2025/09/30 | 2.234 M $ | 15.55 % |
| 2026/03/31 | VTI | VANGUARD TOTAL STOCK MARKET ET | 0.66% | 15.838 M $ | 49369 | 2025/09/30 | -741.725 K $ | -4.31 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.64% | 15.392 M $ | 70769 | 2025/09/30 | -759.055 K $ | -4.81 % |
| 2026/03/31 | IWV | ISHARES RUSSELL 3000 ETF | 0.64% | 15.283 M $ | 41229 | 2025/09/30 | -666.672 K $ | -4.18 % |
| 2026/03/31 | VOE | VANGUARD MID-CAP VALUE INDEX | 0.63% | 15.166 M $ | 82300 | 2025/09/30 | 498.653 K $ | 3.90 % |
| 2026/03/31 | VYM | VANGUARD HIGH DVD YIELD ETF | 0.62% | 14.895 M $ | 100573 | 2025/09/30 | 552.966 K $ | 3.19 % |
| 2026/03/31 | PEG | PUBLIC SERVICE ENTERPRISE GROU | 0.58% | 13.961 M $ | 172467 | 2025/09/30 | 111.537 K $ | 0.81 % |
| 2026/03/31 | META | META PLATFORMS INC CL A | 0.57% | 13.641 M $ | 23843 | 2025/09/30 | -2.176 M $ | -13.33 % |
| 2026/03/31 | IWS | ISHARES RUSSELL MIDCAP VALUE E | 0.57% | 13.543 M $ | 92925 | 2025/09/30 | 408.592 K $ | 3.33 % |
| 2026/03/31 | MET | METLIFE INC | 0.56% | 13.504 M $ | 190944 | 2025/09/30 | -1.554 M $ | -10.41 % |
| 2026/03/31 | PNC | PNC FINANCIAL SERVICES GROUP | 0.55% | 13.073 M $ | 62826 | 2025/09/30 | -40.705 K $ | -0.31 % |
| 2026/03/31 | VEA | VANGUARD FTSE DEVELOPED MARKET | 0.55% | 13.059 M $ | 203788 | 2025/09/30 | 303.819 K $ | 2.58 % |
| 2026/03/31 | QQQ | INVESCO QQQ TRUST SERIES 1 | 0.55% | 13.051 M $ | 22611 | 2025/09/30 | -846.118 K $ | -6.04 % |
| 2026/03/31 | FTNT | FORTINET INC | 0.54% | 13.028 M $ | 159424 | 2025/09/30 | 352.482 K $ | 2.91 % |
| 2026/03/31 | PM | PHILIP MORRIS INTERNATIONAL | 0.54% | 12.843 M $ | 77678 | 2025/09/30 | 383.146 K $ | 3.08 % |
| 2026/03/31 | BMY | BRISTOL MYERS SQUIBB CO | 0.54% | 12.821 M $ | 211395 | 2025/09/30 | 820.773 K $ | 12.44 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.53% | 12.674 M $ | 14646 | 2025/09/30 | 692.094 K $ | 5.49 % |
| 2026/03/31 | AMT | AMERICAN TOWER CORP REIT | 0.53% | 12.570 M $ | 72836 | 2025/09/30 | -191.670 K $ | -1.70 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.52% | 12.387 M $ | 94544 | 2025/09/30 | -113.257 K $ | -1.28 % |
| 2026/03/31 | DUK | DUKE ENERGY CORP | 0.51% | 12.262 M $ | 93643 | 2025/09/30 | 860.582 K $ | 11.71 % |
| 2026/03/31 | VOT | VANGUARD MID-CAP GROWTH INDE | 0.50% | 12.038 M $ | 46776 | 2025/09/30 | -992.142 K $ | -7.81 % |
| 2026/03/31 | PH | PARKER HANNIFIN CORP | 0.49% | 11.773 M $ | 13151 | 2025/09/30 | 225.950 K $ | 1.85 % |
| 2026/03/31 | LHX | L3 HARRIS TECHNOLOGIES INC | 0.47% | 11.294 M $ | 32723 | 2025/09/30 | 1.784 M $ | 17.57 % |
| 2026/03/31 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 0.46% | 11.082 M $ | 58451 | 2025/09/30 | 458.201 K $ | 4.62 % |
| 2026/03/31 | NFLX | NETFLIX INC | 0.46% | 10.965 M $ | 114040 | 2025/09/30 | 263.767 K $ | 2.55 % |
| 2026/03/31 | T | AT & T INC | 0.45% | 10.677 M $ | 368309 | 2025/09/30 | 1.191 M $ | 16.71 % |
| 2026/03/31 | C | CITIGROUP INC | 0.44% | 10.490 M $ | 92499 | 2025/09/30 | -303.852 K $ | -2.81 % |
| 2026/03/31 | IJR | ISHARES CORE S&P SMALL-CAP ETF | 0.44% | 10.482 M $ | 84323 | 2025/09/30 | 349.451 K $ | 3.44 % |
| 2026/03/31 | IWR | ISHARES RUSSELL MIDCAP ETF | 0.43% | 10.312 M $ | 106056 | 2025/09/30 | 103.457 K $ | 1.00 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.43% | 10.251 M $ | 42171 | 2025/09/30 | -4.220 M $ | -30.55 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.43% | 10.213 M $ | 49258 | 2025/09/30 | -41.487 K $ | -0.39 % |
| 2026/03/31 | LLY | LILLY ELI & CO | 0.42% | 10.119 M $ | 11002 | 2025/09/30 | -1.415 M $ | -14.41 % |
| 2026/03/31 | WASH | WASHINGTON TRUST BANCORP INC | 0.41% | 9.912 M $ | 296225 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWP | ISHARES RUSSELL MIDCAP GRWTH E | 0.41% | 9.694 M $ | 75662 | 2025/09/30 | -540.992 K $ | -6.44 % |
| 2026/03/31 | GILD | GILEAD SCIENCES INC | 0.40% | 9.457 M $ | 67854 | 2025/09/30 | 1.182 M $ | 13.55 % |
| 2026/03/31 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 0.39% | 9.425 M $ | 91124 | 2025/09/30 | 94.534 K $ | 1.02 % |
| 2026/03/31 | ABT | ABBOTT LABS | 0.39% | 9.368 M $ | 91246 | 2025/09/30 | -1.492 M $ | -18.05 % |
| 2026/03/31 | CB | CHUBB LTD | 0.39% | 9.337 M $ | 28648 | 2025/09/30 | 419.824 K $ | 4.42 % |
| 2026/03/31 | WM | WASTE MANAGEMENT INTERNATIONAL | 0.39% | 9.332 M $ | 40613 | 2025/09/30 | 416.314 K $ | 4.59 % |
| 2026/03/31 | PFE | PFIZER INC | 0.39% | 9.246 M $ | 329278 | 2025/09/30 | 656.269 K $ | 12.77 % |
| 2026/03/31 | VOO | VANGUARD S&P 500 ETF | 0.38% | 9.177 M $ | 15357 | 2025/09/30 | -770.825 K $ | -4.72 % |
| 2026/03/31 | VIG | VANGUARD DIVIDEND APPREC ETF | 0.37% | 8.839 M $ | 41102 | 2025/09/30 | -199.967 K $ | -2.15 % |
| 2026/03/31 | TBLL | INVESCO SHORT TERM TREASURY ET | 0.37% | 8.730 M $ | 82706 | 2025/09/30 | -8.907 K $ | -0.09 % |
| 2026/03/31 | OMC | OMNICOM GROUP | 0.34% | 8.087 M $ | 107383 | 2025/09/30 | -453.685 K $ | -6.74 % |
| 2026/03/31 | TLT | ISHARES BARCLAYS 20 YEAR TR E | 0.33% | 7.868 M $ | 90756 | 2025/09/30 | -42.319 K $ | -0.54 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.33% | 7.808 M $ | 18358 | 2025/09/30 | -1.799 M $ | -18.61 % |
| 2026/03/31 | MSCI | MSCI INC | 0.33% | 7.777 M $ | 14428 | 2025/09/30 | -517.640 K $ | -6.05 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.32% | 7.747 M $ | 40162 | 2025/09/30 | 276.839 K $ | 5.18 % |
| 2026/03/31 | PKG | PACKAGING CORP OF AMERICA | 0.32% | 7.663 M $ | 36107 | 2025/09/30 | 214.699 K $ | 2.90 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.32% | 7.660 M $ | 31573 | 2025/09/30 | 307.156 K $ | 4.89 % |
| 2026/03/31 | GRMN | GARMIN LTD | 0.31% | 7.490 M $ | 32281 | 2025/09/30 | 917.344 K $ | 14.38 % |
| 2026/03/31 | RSP | INVESCO S&P 500 EQUAL WEIGHT E | 0.31% | 7.465 M $ | 38899 | 2025/09/30 | 7.327 K $ | 0.19 % |
| 2026/03/31 | VCSH | VANGUARD SHORT TERM CORP BOND | 0.31% | 7.372 M $ | 93003 | 2025/09/30 | -39.500 K $ | -0.58 % |
| 2026/03/31 | SNA | SNAP ON INC | 0.30% | 7.162 M $ | 19719 | 2025/12/31 | 219.809 K $ | 5.40 % |
| 2026/03/31 | VXUS | VANGUARD TOTAL INTL STOCK ETF | 0.30% | 7.062 M $ | 91587 | 2025/09/30 | 146.348 K $ | 2.21 % |