SPY SPDR S&P 500 ETF Trust | $26,423,583 | $1,655,005 ▼ | -5.9% | 50,516 | 4.6% | Finance |
KLAVIYO INC
| $23,509,887 | $23,509,887 ▲ | New Holding | 922,680 | 4.1% | COM SER A |
MSFT Microsoft | $20,816,421 | $609,204 ▲ | 3.0% | 49,478 | 3.6% | Computer and Technology |
AAPL Apple | $19,728,862 | $128,438 ▼ | -0.6% | 115,051 | 3.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $19,431,353 | $4,832,001 ▲ | 33.1% | 40,423 | 3.4% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $11,594,722 | $2,677,474 ▼ | -18.8% | 125,051 | 2.0% | ETF |
AMZN Amazon.com | $11,488,494 | $1,073,613 ▲ | 10.3% | 63,691 | 2.0% | Retail/Wholesale |
QQQ Invesco QQQ | $10,984,063 | $1,132,684 ▲ | 11.5% | 24,738 | 1.9% | Finance |
NVDA NVIDIA | $9,173,313 | $304,512 ▲ | 3.4% | 10,152 | 1.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $8,280,226 | $114,973 ▲ | 1.4% | 41,339 | 1.4% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $7,120,222 | $2,944,627 ▲ | 70.5% | 43,324 | 1.2% | ETF |
GRAYSCALE BITCOIN TR BTC
| $7,070,445 | $7,070,445 ▲ | New Holding | 111,927 | 1.2% | SHS REP COM UT |
IDXX IDEXX Laboratories | $7,050,406 | $488,637 ▼ | -6.5% | 13,058 | 1.2% | Medical |
IEFA iShares Core MSCI EAFE ETF | $6,914,428 | $556,800 ▼ | -7.5% | 93,161 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $6,587,203 | $143,726 ▼ | -2.1% | 25,345 | 1.1% | ETF |
META Meta Platforms | $6,486,872 | $719,631 ▲ | 12.5% | 13,359 | 1.1% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $6,151,123 | $5,662,067 ▲ | 1,157.8% | 18,250 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $6,039,789 | $243,421 ▲ | 4.2% | 11,488 | 1.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $5,994,361 | $5,749,223 ▲ | 2,345.3% | 131,484 | 1.0% | Manufacturing |
PG Procter & Gamble | $5,629,894 | $636,342 ▼ | -10.2% | 34,699 | 1.0% | Consumer Staples |
UNH UnitedHealth Group | $5,191,019 | $2,087,192 ▲ | 67.2% | 10,493 | 0.9% | Medical |
AVGO Broadcom | $4,903,892 | $1,391,645 ▲ | 39.6% | 3,700 | 0.9% | Computer and Technology |
GOOG Alphabet | $4,887,805 | $228,388 ▲ | 4.9% | 32,102 | 0.8% | Computer and Technology |
XOM Exxon Mobil | $4,886,072 | $318,268 ▲ | 7.0% | 42,034 | 0.8% | Oils/Energy |
IWD iShares Russell 1000 Value ETF | $4,731,944 | $4,392,170 ▲ | 1,292.7% | 26,419 | 0.8% | ETF |
FV First Trust Dorsey Wright Focus 5 ETF | $4,696,282 | $33,422 ▼ | -0.7% | 82,060 | 0.8% | Manufacturing |
HD Home Depot | $4,681,940 | $231,699 ▲ | 5.2% | 12,205 | 0.8% | Retail/Wholesale |
GOOGL Alphabet | $4,578,844 | $225,637 ▲ | 5.2% | 30,338 | 0.8% | Computer and Technology |
ABBV AbbVie | $4,363,457 | $66,102 ▲ | 1.5% | 23,962 | 0.8% | Medical |
MCD McDonald's | $3,907,567 | $127,442 ▲ | 3.4% | 13,859 | 0.7% | Retail/Wholesale |
ACN Accenture | $3,735,178 | $31,889 ▼ | -0.8% | 10,776 | 0.6% | Business Services |
PEP PepsiCo | $3,702,477 | $228,036 ▲ | 6.6% | 21,156 | 0.6% | Consumer Staples |
JNJ Johnson & Johnson | $3,698,287 | $244,401 ▲ | 7.1% | 23,379 | 0.6% | Medical |
SPGP Invesco S&P 500 GARP ETF | $3,489,053 | $204,888 ▼ | -5.5% | 32,764 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $3,423,276 | $244,585 ▼ | -6.7% | 14,976 | 0.6% | ETF |
HON Honeywell International | $3,158,707 | $1,035,046 ▲ | 48.7% | 15,390 | 0.5% | Multi-Sector Conglomerates |
IWP iShares Russell Mid-Cap Growth ETF | $3,005,483 | $747,490 ▼ | -19.9% | 26,332 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $2,990,364 | $666,208 ▼ | -18.2% | 14,220 | 0.5% | Finance |
NVO Novo Nordisk A/S | $2,983,766 | $95,401 ▲ | 3.3% | 23,238 | 0.5% | Medical |
FVD First Trust Value Line Dividend Index Fund | $2,934,007 | $1,996,334 ▼ | -40.5% | 69,477 | 0.5% | ETF |
USB U.S. Bancorp | $2,884,766 | $172,319 ▼ | -5.6% | 64,536 | 0.5% | Finance |
LLY Eli Lilly and Company | $2,811,173 | $1,767,290 ▲ | 169.3% | 3,614 | 0.5% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $2,749,577 | $65,324 ▼ | -2.3% | 47,521 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,663,060 | $2,145,196 ▲ | 414.2% | 43,844 | 0.5% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $2,589,184 | $29,714 ▲ | 1.2% | 46,095 | 0.4% | Manufacturing |
DYNF BlackRock U.S. Equity Factor Rotation ETF | $2,266,884 | $2,266,884 ▲ | New Holding | 51,056 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,221,187 | $340,201 ▲ | 18.1% | 5,282 | 0.4% | Finance |
BAC Bank of America | $2,178,204 | $105,911 ▲ | 5.1% | 57,442 | 0.4% | Finance |
WMT Walmart | $2,136,771 | $1,441,683 ▲ | 207.4% | 35,512 | 0.4% | Retail/Wholesale |
ORCL Oracle | $2,111,343 | $160,150 ▲ | 8.2% | 16,809 | 0.4% | Computer and Technology |
TJX TJX Companies | $1,963,639 | $248,992 ▲ | 14.5% | 19,361 | 0.3% | Retail/Wholesale |
TD Toronto-Dominion Bank | $1,941,566 | $3,079 ▼ | -0.2% | 32,156 | 0.3% | Finance |
MRK Merck & Co., Inc. | $1,931,327 | $83,787 ▲ | 4.5% | 14,637 | 0.3% | Medical |
VV Vanguard Large-Cap ETF | $1,917,121 | $151,768 ▲ | 8.6% | 7,996 | 0.3% | ETF |
CB Chubb | $1,872,499 | $25,395 ▲ | 1.4% | 7,226 | 0.3% | Finance |
BINC BlackRock Flexible Income ETF | $1,855,146 | $789,052 ▲ | 74.0% | 35,363 | 0.3% | ETF |
CL Colgate-Palmolive | $1,831,073 | $62,765 ▲ | 3.5% | 20,334 | 0.3% | Consumer Staples |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $1,830,097 | $1,245,952 ▼ | -40.5% | 16,802 | 0.3% | Finance |
DIS Walt Disney | $1,795,478 | $68,887 ▲ | 4.0% | 14,674 | 0.3% | Consumer Discretionary |
CSCO Cisco Systems | $1,756,687 | $68,527 ▲ | 4.1% | 35,197 | 0.3% | Computer and Technology |
LMT Lockheed Martin | $1,755,072 | $76,426 ▲ | 4.6% | 3,858 | 0.3% | Aerospace |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,754,007 | $20,407 ▼ | -1.2% | 15,213 | 0.3% | ETF |
KLAC KLA | $1,740,873 | $1,740,873 ▲ | New Holding | 2,492 | 0.3% | Computer and Technology |
BSTZ BlackRock Science and Technology Term Trust | $1,728,453 | $127,108 ▼ | -6.9% | 89,096 | 0.3% | Financial Services |
XLE Energy Select Sector SPDR Fund | $1,727,093 | $678,980 ▼ | -28.2% | 18,294 | 0.3% | ETF |
SO Southern | $1,726,341 | $61,983 ▲ | 3.7% | 24,064 | 0.3% | Utilities |
MA Mastercard | $1,695,857 | $76,078 ▲ | 4.7% | 3,522 | 0.3% | Business Services |
ETN Eaton | $1,682,673 | $64,730 ▲ | 4.0% | 5,381 | 0.3% | Industrial Products |
TSLA Tesla | $1,645,892 | $109,339 ▼ | -6.2% | 9,363 | 0.3% | Auto/Tires/Trucks |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,644,377 | $73,082 ▲ | 4.7% | 38,206 | 0.3% | ETF |
V Visa | $1,640,892 | $66,975 ▼ | -3.9% | 5,880 | 0.3% | Business Services |
CVX Chevron | $1,629,826 | $292,618 ▲ | 21.9% | 10,332 | 0.3% | Oils/Energy |
VMBS Vanguard Mortgage-Backed Securities ETF | $1,627,913 | $1,627,913 ▲ | New Holding | 35,692 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,568,790 | $9,430 ▲ | 0.6% | 24,455 | 0.3% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,558,898 | $548,687 ▲ | 54.3% | 10,552 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $1,555,447 | $855,829 ▲ | 122.3% | 7,468 | 0.3% | ETF |
EMR Emerson Electric | $1,530,643 | $30,511 ▲ | 2.0% | 13,495 | 0.3% | Industrial Products |
COST Costco Wholesale | $1,487,718 | $65,193 ▲ | 4.6% | 2,031 | 0.3% | Retail/Wholesale |
GD General Dynamics | $1,476,147 | $28,252 ▲ | 2.0% | 5,225 | 0.3% | Aerospace |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,472,516 | $618,023 ▲ | 72.3% | 8,008 | 0.3% | Finance |
XLI Industrial Select Sector SPDR Fund | $1,469,870 | $463,420 ▲ | 46.0% | 11,669 | 0.3% | ETF |
KO Coca-Cola | $1,461,307 | $57,082 ▲ | 4.1% | 23,885 | 0.3% | Consumer Staples |
NFLX Netflix | $1,453,403 | $123,901 ▲ | 9.3% | 2,393 | 0.3% | Consumer Discretionary |
XEL Xcel Energy | $1,447,933 | $93,365 ▼ | -6.1% | 26,938 | 0.3% | Utilities |
IRM Iron Mountain | $1,445,298 | $1,445,298 ▲ | New Holding | 18,019 | 0.3% | Finance |
FTEC Fidelity MSCI Information Technology Index ETF | $1,437,293 | $1,437,293 ▲ | New Holding | 9,223 | 0.2% | ETF |
BLK BlackRock | $1,406,708 | $816,341 ▲ | 138.3% | 1,687 | 0.2% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,375,708 | $77,916 ▲ | 6.0% | 26,661 | 0.2% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,371,538 | $215,519 ▲ | 18.6% | 11,595 | 0.2% | ETF |
SPDR S&P 500 ETF TR
| $1,359,982 | $313,842 ▲ | 30.0% | 2,600 | 0.2% | PUT |
NKE NIKE | $1,352,289 | $203,186 ▲ | 17.7% | 14,389 | 0.2% | Consumer Discretionary |
SYK Stryker | $1,343,696 | $358 ▼ | 0.0% | 3,755 | 0.2% | Medical |
AMGN Amgen | $1,333,878 | $723,666 ▲ | 118.6% | 4,691 | 0.2% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $1,295,708 | $145,997 ▼ | -10.1% | 25,826 | 0.2% | ETF |
VZ Verizon Communications | $1,290,987 | $82,787 ▲ | 6.9% | 30,767 | 0.2% | Computer and Technology |
NEE NextEra Energy | $1,280,391 | $56,945 ▲ | 4.7% | 20,034 | 0.2% | Utilities |
EFA iShares MSCI EAFE ETF | $1,269,376 | $224,327 ▼ | -15.0% | 15,895 | 0.2% | Finance |
TRV Travelers Companies | $1,268,880 | $41,191 ▲ | 3.4% | 5,514 | 0.2% | Finance |
SBUX Starbucks | $1,240,884 | $65,709 ▼ | -5.0% | 13,578 | 0.2% | Retail/Wholesale |
YUM Yum! Brands | $1,239,856 | $13,172 ▲ | 1.1% | 8,942 | 0.2% | Retail/Wholesale |
PAYX Paychex | $1,234,741 | $33,156 ▲ | 2.8% | 10,055 | 0.2% | Business Services |
CRM Salesforce | $1,232,375 | $57,824 ▲ | 4.9% | 4,092 | 0.2% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $1,222,932 | $802,591 ▲ | 190.9% | 11,783 | 0.2% | ETF |
AMAT Applied Materials | $1,218,760 | $33,408 ▼ | -2.7% | 5,910 | 0.2% | Computer and Technology |
DUK Duke Energy | $1,216,715 | $16,344 ▲ | 1.4% | 12,581 | 0.2% | Utilities |
MDT Medtronic | $1,187,552 | $306,757 ▲ | 34.8% | 13,627 | 0.2% | Medical |
ROK Rockwell Automation | $1,182,329 | $52,153 ▲ | 4.6% | 4,058 | 0.2% | Industrial Products |
BMY Bristol-Myers Squibb | $1,181,075 | $158,514 ▲ | 15.5% | 21,779 | 0.2% | Medical |
ADI Analog Devices | $1,157,134 | $48,461 ▲ | 4.4% | 5,850 | 0.2% | Computer and Technology |
SMH VanEck Semiconductor ETF | $1,156,101 | $691,906 ▲ | 149.1% | 5,138 | 0.2% | Manufacturing |
BDJ BlackRock Enhanced Equity Dividend Trust | $1,151,791 | $32,860 ▼ | -2.8% | 139,611 | 0.2% | Financial Services |
EFV iShares MSCI EAFE Value ETF | $1,148,701 | $1,148,701 ▲ | New Holding | 21,116 | 0.2% | ETF |
MCK McKesson | $1,108,499 | $29,524 ▲ | 2.7% | 2,065 | 0.2% | Medical |
EWJ iShares MSCI Japan ETF | $1,100,931 | $319,149 ▲ | 40.8% | 15,430 | 0.2% | ETF |
LINDE PLC
| $1,099,247 | $23,685 ▲ | 2.2% | 2,367 | 0.2% | SHS |
RTX RTX | $1,098,084 | $66,808 ▲ | 6.5% | 11,259 | 0.2% | Aerospace |
PFE Pfizer | $1,096,894 | $12,654 ▲ | 1.2% | 39,528 | 0.2% | Medical |
IVW iShares S&P 500 Growth ETF | $1,087,779 | $232,722 ▲ | 27.2% | 12,882 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,087,415 | $149,866 ▼ | -12.1% | 9,839 | 0.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,069,899 | $18,902 ▲ | 1.8% | 10,924 | 0.2% | Finance |
ACWX iShares MSCI ACWI ex U.S. ETF | $1,068,610 | $382,489 ▼ | -26.4% | 20,015 | 0.2% | Manufacturing |
HSY Hershey | $1,048,240 | $243,532 ▲ | 30.3% | 5,389 | 0.2% | Consumer Staples |
SHW Sherwin-Williams | $1,045,196 | $36,820 ▲ | 3.7% | 3,009 | 0.2% | Construction |
UFPI UFP Industries | $1,034,638 | | 0.0% | 8,411 | 0.2% | Construction |
BITWISE BITCOIN ETF TR
| $1,031,390 | $1,031,390 ▲ | New Holding | 26,644 | 0.2% | SHS BEN INT |
DJUL FT Vest U.S. Equity Deep Buffer ETF July | $1,020,650 | $61,656 ▼ | -5.7% | 26,387 | 0.2% | ETF |
MDLZ Mondelez International | $1,016,711 | $30,521 ▲ | 3.1% | 14,524 | 0.2% | Consumer Staples |
MAS Masco | $1,009,124 | $7,020 ▼ | -0.7% | 12,793 | 0.2% | Construction |
BND Vanguard Total Bond Market ETF | $1,007,594 | $136,108 ▲ | 15.6% | 13,873 | 0.2% | ETF |
SNA Snap-on | $998,980 | $57,178 ▲ | 6.1% | 3,372 | 0.2% | Consumer Discretionary |
UBER Uber Technologies | $998,576 | $39,573 ▲ | 4.1% | 12,970 | 0.2% | Computer and Technology |
MET MetLife | $984,073 | $984,073 ▲ | New Holding | 13,279 | 0.2% | Finance |
ITW Illinois Tool Works | $971,791 | $50,173 ▲ | 5.4% | 3,622 | 0.2% | Industrial Products |
ABT Abbott Laboratories | $971,078 | $33,756 ▲ | 3.6% | 8,544 | 0.2% | Medical |
QCOM QUALCOMM | $970,880 | $178,432 ▲ | 22.5% | 5,735 | 0.2% | Computer and Technology |
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $968,477 | $63,484 ▼ | -6.2% | 118,107 | 0.2% | Financial Services |
IBM International Business Machines | $964,149 | $58,624 ▲ | 6.5% | 5,049 | 0.2% | Computer and Technology |
NOC Northrop Grumman | $961,727 | $24,414 ▲ | 2.6% | 2,009 | 0.2% | Aerospace |
AEP American Electric Power | $949,345 | $14,034 ▲ | 1.5% | 11,026 | 0.2% | Utilities |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $947,888 | $18,600 ▲ | 2.0% | 45,202 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $945,235 | $49,684 ▲ | 5.5% | 19,196 | 0.2% | ETF |
PANW Palo Alto Networks | $944,449 | $431,026 ▲ | 84.0% | 3,324 | 0.2% | Computer and Technology |
TLT iShares 20+ Year Treasury Bond ETF | $934,005 | $934,005 ▲ | New Holding | 9,871 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $929,633 | $16,421 ▲ | 1.8% | 8,435 | 0.2% | ETF |
CLX Clorox | $919,567 | $86,812 ▲ | 10.4% | 6,006 | 0.2% | Consumer Staples |
SPGI S&P Global | $919,067 | $81,695 ▲ | 9.8% | 2,160 | 0.2% | Business Services |
DTD WisdomTree Total U.S. Dividend Fund | $918,865 | $240,236 ▼ | -20.7% | 12,993 | 0.2% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $917,044 | $1,439 ▼ | -0.2% | 8,924 | 0.2% | ETF |
ECL Ecolab | $914,225 | $59,116 ▲ | 6.9% | 3,959 | 0.2% | Basic Materials |
VGM Invesco Trust for Investment Grade Municipals | $909,468 | $17,462 ▼ | -1.9% | 92,238 | 0.2% | Finance |
BRO Brown & Brown | $909,423 | $4,902 ▲ | 0.5% | 10,389 | 0.2% | Finance |
VUG Vanguard Growth ETF | $894,759 | $344 ▲ | 0.0% | 2,600 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $890,966 | $726 ▲ | 0.1% | 7,364 | 0.2% | ETF |
MSTR MicroStrategy | $876,997 | $876,997 ▲ | New Holding | 515 | 0.2% | Computer and Technology |
TROW T. Rowe Price Group | $873,514 | $247,364 ▲ | 39.5% | 7,165 | 0.2% | Finance |
APH Amphenol | $870,607 | $35,872 ▼ | -4.0% | 7,548 | 0.2% | Computer and Technology |
WRB W. R. Berkley | $861,789 | $7,783 ▼ | -0.9% | 9,744 | 0.1% | Finance |
SDG iShares MSCI Global Sustainable Development Goals ETF | $860,489 | $6,454 ▼ | -0.7% | 10,932 | 0.1% | Manufacturing |
GLD SPDR Gold Shares | $855,572 | $127,132 ▲ | 17.5% | 4,159 | 0.1% | Finance |
SCHX Schwab US Large-Cap ETF | $850,088 | $1,427 ▲ | 0.2% | 13,698 | 0.1% | ETF |
GGG Graco | $843,072 | $20,934 ▲ | 2.5% | 9,021 | 0.1% | Industrial Products |
NTRS Northern Trust | $839,349 | $129,828 ▲ | 18.3% | 9,439 | 0.1% | Finance |
RWK Invesco S&P MidCap 400 Revenue ETF | $825,393 | $1,842 ▲ | 0.2% | 7,171 | 0.1% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $825,277 | $147,976 ▼ | -15.2% | 14,071 | 0.1% | ETF |
EOG EOG Resources | $821,194 | $57,397 ▲ | 7.5% | 6,424 | 0.1% | Oils/Energy |
CMCSA Comcast | $817,918 | $124,413 ▲ | 17.9% | 18,868 | 0.1% | Consumer Discretionary |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $811,336 | $242,662 ▼ | -23.0% | 10,649 | 0.1% | Manufacturing |
MBB iShares MBS ETF | $798,909 | $1,448,369 ▼ | -64.4% | 8,644 | 0.1% | ETF |
AMD Advanced Micro Devices | $797,828 | $124,548 ▼ | -13.5% | 4,420 | 0.1% | Computer and Technology |
EPD Enterprise Products Partners | $795,973 | $24,132 ▼ | -2.9% | 27,278 | 0.1% | Oils/Energy |
APD Air Products and Chemicals | $791,413 | $97,140 ▲ | 14.0% | 3,267 | 0.1% | Basic Materials |
RMD ResMed | $790,934 | $790,934 ▲ | New Holding | 3,994 | 0.1% | Medical |
DCI Donaldson | $781,228 | $17,550 ▲ | 2.3% | 10,461 | 0.1% | Industrial Products |
BX Blackstone | $771,853 | $60,303 ▲ | 8.5% | 5,875 | 0.1% | Finance |
EMLP First Trust North American Energy Infrastructure Fund | $770,908 | $6,821 ▲ | 0.9% | 26,106 | 0.1% | ETF |
PII Polaris | $761,788 | $269,314 ▲ | 54.7% | 7,609 | 0.1% | Auto/Tires/Trucks |
SPYI NEOS S&P 500 High Income ETF | $760,719 | $760,719 ▲ | New Holding | 15,106 | 0.1% | ETF |
AVSC Avantis U.S. Small Cap Equity ETF | $750,631 | $11,624 ▲ | 1.6% | 14,336 | 0.1% | ETF |
WEC WEC Energy Group | $748,498 | $306,297 ▲ | 69.3% | 9,115 | 0.1% | Utilities |
NDSN Nordson | $747,896 | $25,808 ▲ | 3.6% | 2,724 | 0.1% | Industrial Products |
GE General Electric | $737,628 | $37,917 ▲ | 5.4% | 4,202 | 0.1% | Transportation |
SCHQ Schwab Long-Term U.S. Treasury ETF | $733,496 | $827,266 ▼ | -53.0% | 21,746 | 0.1% | ETF |
CVS CVS Health | $731,575 | $79,762 ▲ | 12.2% | 9,172 | 0.1% | Retail/Wholesale |
AVUV Avantis U.S. Small Cap Value ETF | $726,876 | $90,239 ▲ | 14.2% | 7,757 | 0.1% | ETF |
BDX Becton, Dickinson and Company | $705,615 | $147,704 ▲ | 26.5% | 2,852 | 0.1% | Medical |
AWK American Water Works | $698,023 | $233,041 ▲ | 50.1% | 5,712 | 0.1% | Utilities |
WFC Wells Fargo & Company | $693,642 | $57,610 ▼ | -7.7% | 11,968 | 0.1% | Finance |
DKNG DraftKings | $690,777 | $1,362 ▼ | -0.2% | 15,212 | 0.1% | Consumer Discretionary |
EXPD Expeditors International of Washington | $690,565 | $12,036 ▼ | -1.7% | 5,680 | 0.1% | Transportation |
CALF Pacer US Small Cap Cash Cows 100 ETF | $681,706 | $13,224 ▲ | 2.0% | 13,867 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $681,473 | $454,746 ▲ | 200.6% | 6,333 | 0.1% | ETF |
NJR New Jersey Resources | $679,622 | $115,902 ▲ | 20.6% | 15,838 | 0.1% | Utilities |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $677,737 | $1,498 ▲ | 0.2% | 15,831 | 0.1% | ETF |
TTC Toro | $677,482 | $31,794 ▲ | 4.9% | 7,394 | 0.1% | Consumer Discretionary |
PM Philip Morris International | $672,120 | $13,010 ▲ | 2.0% | 7,336 | 0.1% | Consumer Staples |
ETB Eaton Vance Tax-Managed Buy-Write Income Fund | $664,314 | $82,991 ▲ | 14.3% | 48,668 | 0.1% | Financial Services |
MS Morgan Stanley | $659,086 | $26,928 ▲ | 4.3% | 7,000 | 0.1% | Finance |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $654,671 | $76,878 ▼ | -10.5% | 14,085 | 0.1% | Finance |
THG The Hanover Insurance Group | $648,305 | $4,085 ▲ | 0.6% | 4,761 | 0.1% | Finance |
XLF Financial Select Sector SPDR Fund | $639,212 | $120,631 ▲ | 23.3% | 15,176 | 0.1% | ETF |
NBXG Neuberger Berman Next Generation Connectivity Fund | $638,997 | $30,068 ▲ | 4.9% | 54,383 | 0.1% | -- |
BBLU EA Bridgeway Blue Chip ETF | $638,648 | $38,347 ▲ | 6.4% | 54,726 | 0.1% | ETF |
SRE Sempra | $625,587 | $4,956 ▼ | -0.8% | 8,709 | 0.1% | Utilities |
NAD Nuveen Quality Municipal Income Fund | $615,793 | $4,710 ▼ | -0.8% | 53,734 | 0.1% | Financial Services |
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | $609,356 | $25,240 ▲ | 4.3% | 17,817 | 0.1% | Finance |
C Citigroup | $604,922 | $8,728 ▼ | -1.4% | 9,565 | 0.1% | Finance |
DGRO iShares Core Dividend Growth ETF | $601,423 | $19,740 ▲ | 3.4% | 10,359 | 0.1% | ETF |
ES Eversource Energy | $600,867 | $27,315 ▼ | -4.3% | 10,053 | 0.1% | Utilities |
NOW ServiceNow | $592,385 | $266,078 ▲ | 81.5% | 777 | 0.1% | Computer and Technology |
CAT Caterpillar | $592,243 | $114,344 ▲ | 23.9% | 1,616 | 0.1% | Industrial Products |
SCHP Schwab U.S. TIPS ETF | $586,853 | $586,853 ▲ | New Holding | 11,251 | 0.1% | ETF |
MRNA Moderna | $579,474 | $18,541 ▼ | -3.1% | 5,438 | 0.1% | Medical |
IXC iShares Global Energy ETF | $577,711 | $577,711 ▲ | New Holding | 13,451 | 0.1% | ETF |
BUFD FT Vest Laddered Deep Buffer ETF | $573,342 | $3,539 ▲ | 0.6% | 24,304 | 0.1% | ETF |
VRTX Vertex Pharmaceuticals | $569,748 | $40,965 ▲ | 7.7% | 1,363 | 0.1% | Medical |
PAVE Global X U.S. Infrastructure Development ETF | $567,907 | $4,061 ▲ | 0.7% | 14,265 | 0.1% | ETF |
IVE iShares S&P 500 Value ETF | $566,660 | $11,210 ▲ | 2.0% | 3,033 | 0.1% | ETF |
OKE ONEOK | $565,469 | $7,456 ▲ | 1.3% | 7,053 | 0.1% | Oils/Energy |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $562,973 | $126,687 ▲ | 29.0% | 27,556 | 0.1% | ETF |
YMAR FT Vest International Equity Moderate Buffer ETF - March | $560,067 | $83,412 ▼ | -13.0% | 24,172 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $554,678 | $145,382 ▲ | 35.5% | 3,037 | 0.1% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $553,307 | $9,765 ▲ | 1.8% | 12,749 | 0.1% | Finance |
BITWISE FUNDS TRUST
| $544,119 | $79,372 ▲ | 17.1% | 10,283 | 0.1% | BITCOIN AND ETHE |
XAR SPDR S&P Aerospace & Defense ETF | $542,854 | $28,386 ▼ | -5.0% | 3,863 | 0.1% | ETF |
VLO Valero Energy | $538,439 | $15,877 ▲ | 3.0% | 3,154 | 0.1% | Oils/Energy |
FDV Federated Hermes U.S. Strategic Dividend ETF | $536,691 | $278 ▲ | 0.1% | 21,230 | 0.1% | ETF |
ADBE Adobe | $530,036 | $28,269 ▼ | -5.1% | 1,050 | 0.1% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $528,449 | $53,303 ▲ | 11.2% | 8,764 | 0.1% | ETF |
ESS Essex Property Trust | $522,340 | $4,651 ▲ | 0.9% | 2,134 | 0.1% | Finance |
VGI Virtus Global Multi-Sector Income Fund | $521,531 | $135,911 ▼ | -20.7% | 68,085 | 0.1% | Financial Services |
USMV iShares MSCI USA Min Vol Factor ETF | $520,476 | $65,195 ▲ | 14.3% | 6,227 | 0.1% | ETF |
BUFR FT Vest Laddered Buffer ETF | $519,661 | $519,661 ▲ | New Holding | 18,586 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $517,953 | $22,554 ▲ | 4.6% | 13,274 | 0.1% | ETF |
GILD Gilead Sciences | $512,294 | $49,515 ▼ | -8.8% | 6,994 | 0.1% | Medical |
EMXC iShares MSCI Emerging Markets ex China ETF | $510,094 | $510,094 ▲ | New Holding | 8,860 | 0.1% | Manufacturing |
BST BlackRock Science and Technology Trust | $508,209 | $41,314 ▼ | -7.5% | 13,765 | 0.1% | Financial Services |
IQDG WisdomTree International Quality Dividend Growth Fund | $507,302 | $8,525 ▲ | 1.7% | 13,329 | 0.1% | Finance |
CI The Cigna Group | $506,743 | $43,228 ▲ | 9.3% | 1,395 | 0.1% | Medical |
VVR Invesco Senior Income Trust | $503,109 | $13,063 ▲ | 2.7% | 117,549 | 0.1% | Financial Services |
DHS WisdomTree U.S. High Dividend Fund | $500,375 | $19,499 ▲ | 4.1% | 5,774 | 0.1% | Finance |
WM Waste Management | $499,315 | $60,736 ▲ | 13.8% | 2,343 | 0.1% | Business Services |
LAZARD INC
| $497,207 | $497,207 ▲ | New Holding | 11,875 | 0.1% | COM |
SPOT Spotify Technology | $485,840 | $246,747 ▼ | -33.7% | 1,841 | 0.1% | Business Services |
VO Vanguard Mid-Cap ETF | $485,181 | $76,450 ▲ | 18.7% | 1,942 | 0.1% | ETF |
HYDB iShares High Yield Bond Factor ETF | $477,993 | $477,993 ▲ | New Holding | 10,231 | 0.1% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $473,497 | $1,922,389 ▼ | -80.2% | 5,235 | 0.1% | Manufacturing |
DHI D.R. Horton | $472,784 | $96,926 ▲ | 25.8% | 2,873 | 0.1% | Construction |
T AT&T | $470,115 | $25,942 ▲ | 5.8% | 26,711 | 0.1% | Computer and Technology |
CSHI NEOS Enhanced Income Cash Alternative ETF | $463,310 | $132,673 ▼ | -22.3% | 9,303 | 0.1% | ETF |
OEF iShares S&P 100 ETF | $457,725 | $10,639 ▼ | -2.3% | 1,850 | 0.1% | ETF |
BITWISE FUNDS TRUST
| $454,677 | $121,610 ▲ | 36.5% | 9,519 | 0.1% | ETHEREUM STRTGY |
UAUG Innovator U.S. Equity Ultra Buffer ETF - August | $453,640 | $35,915 ▼ | -7.3% | 13,894 | 0.1% | ETF |
INTC Intel | $445,125 | $42,313 ▲ | 10.5% | 10,078 | 0.1% | Computer and Technology |
LOW Lowe's Companies | $442,924 | $61,892 ▲ | 16.2% | 1,739 | 0.1% | Retail/Wholesale |
MLPA Global X MLP ETF | $441,458 | $441,458 ▲ | New Holding | 9,155 | 0.1% | ETF |
SWKS Skyworks Solutions | $441,096 | $6,174 ▲ | 1.4% | 4,072 | 0.1% | Computer and Technology |
MU Micron Technology | $437,636 | $2,358 ▼ | -0.5% | 3,712 | 0.1% | Computer and Technology |
FXD First Trust Consumer Discretionary AlphaDEX Fund | $434,366 | $5,034 ▼ | -1.1% | 6,730 | 0.1% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $431,523 | $5,790 ▼ | -1.3% | 8,943 | 0.1% | Manufacturing |
VNQ Vanguard Real Estate ETF | $430,170 | $28,107 ▼ | -6.1% | 4,974 | 0.1% | ETF |
MCHP Microchip Technology | $421,523 | $82,528 ▲ | 24.3% | 4,699 | 0.1% | Computer and Technology |
BSMO Invesco BulletShares 2024 Municipal Bond ETF | $417,024 | $126,180 ▼ | -23.2% | 16,829 | 0.1% | ETF |
ASX ASE Technology | $415,401 | $16,804 ▲ | 4.2% | 37,798 | 0.1% | Computer and Technology |
HQH Abrdn Healthcare Investors | $414,479 | $13,994 ▼ | -3.3% | 24,584 | 0.1% | Finance |
EES WisdomTree U.S. SmallCap Fund | $413,955 | $105,306 ▼ | -20.3% | 8,259 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $405,637 | $11,533 ▼ | -2.8% | 1,020 | 0.1% | Finance |
UPS United Parcel Service | $402,983 | $39,689 ▲ | 10.9% | 2,711 | 0.1% | Transportation |
LUX Tema Luxury ETF | $402,844 | $36,699 ▼ | -8.3% | 15,686 | 0.1% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $396,317 | $54,192 ▼ | -12.0% | 7,028 | 0.1% | Manufacturing |
BBVA Banco Bilbao Vizcaya Argentaria | $396,072 | $106,406 ▲ | 36.7% | 33,452 | 0.1% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $393,545 | $34,403 ▼ | -8.0% | 6,772 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $393,365 | $393,365 ▲ | New Holding | 7,774 | 0.1% | ETF |
NXPI NXP Semiconductors | $391,451 | $19,325 ▲ | 5.2% | 1,580 | 0.1% | Computer and Technology |
FM iShares Frontier and Select EM ETF | $391,177 | $1,318 ▲ | 0.3% | 13,654 | 0.1% | ETF |
SCHW Charles Schwab | $386,663 | $386,663 ▲ | New Holding | 5,345 | 0.1% | Finance |
CRWD CrowdStrike | $384,388 | $23,403 ▼ | -5.7% | 1,199 | 0.1% | Computer and Technology |
FXR First Trust Industrials/Producer Durables AlphaDEX Fund | $381,583 | $4,086 ▼ | -1.1% | 5,230 | 0.1% | ETF |
ARKK ARK Innovation ETF | $375,688 | $12,820 ▼ | -3.3% | 7,502 | 0.1% | ETF |
PYPL PayPal | $373,872 | $60,559 ▲ | 19.3% | 5,581 | 0.1% | Computer and Technology |
IOCT Innovator International Developed Power Buffer ETF-October | $373,734 | $44,537 ▼ | -10.6% | 12,923 | 0.1% | ETF |
TGT Target | $370,857 | $6,733 ▲ | 1.8% | 2,093 | 0.1% | Retail/Wholesale |
DE Deere & Company | $370,357 | $56,662 ▲ | 18.1% | 902 | 0.1% | Industrial Products |
TXN Texas Instruments | $370,257 | $35,022 ▲ | 10.4% | 2,125 | 0.1% | Computer and Technology |
WCBR WisdomTree Cybersecurity Fund | $368,187 | $17,384 ▲ | 5.0% | 14,360 | 0.1% | Finance |
YPF YPF Sociedad Anónima | $367,389 | $24,275 ▲ | 7.1% | 18,555 | 0.1% | Oils/Energy |
DD DuPont de Nemours | $364,844 | $2,760 ▲ | 0.8% | 4,759 | 0.1% | Basic Materials |
UBS UBS Group | $358,856 | $56,000 ▲ | 18.5% | 11,682 | 0.1% | Finance |
FDL First Trust Morningstar Dividend Leaders Index | $355,092 | $123,982 ▼ | -25.9% | 9,228 | 0.1% | ETF |
LCTU BlackRock U.S. Carbon Transition Readiness ETF | $354,909 | $354,909 ▲ | New Holding | 6,182 | 0.1% | ETF |
PLTR Palantir Technologies | $354,308 | $53,981 ▲ | 18.0% | 15,398 | 0.1% | Business Services |
FIVG Defiance Next Gen Connectivity ETF | $346,349 | $20,790 ▼ | -5.7% | 8,863 | 0.1% | ETF |
AIO Virtus Artificial Intelligence & Technology Opportunities Fund | $345,401 | $287,921 ▼ | -45.5% | 17,210 | 0.1% | Miscellaneous |
AXP American Express | $345,294 | $36,646 ▲ | 11.9% | 1,517 | 0.1% | Finance |
FDN First Trust Dow Jones Internet Index Fund | $345,064 | $3,075 ▼ | -0.9% | 1,683 | 0.1% | ETF |
FPE First Trust Preferred Securities and Income ETF | $344,861 | $55,113 ▼ | -13.8% | 19,911 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $344,675 | $344,675 ▲ | New Holding | 593 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $342,166 | $30,611 ▲ | 9.8% | 2,515 | 0.1% | Computer and Technology |
COP ConocoPhillips | $336,742 | $19,726 ▲ | 6.2% | 2,646 | 0.1% | Oils/Energy |
WFHY WisdomTree U.S. High Yield Corporate Bond Fund | $334,026 | $7,431 ▲ | 2.3% | 7,372 | 0.1% | Finance |
FI Fiserv | $331,787 | $14,703 ▲ | 4.6% | 2,076 | 0.1% | Business Services |
UL Unilever | $331,505 | $2,008 ▲ | 0.6% | 6,605 | 0.1% | Consumer Staples |
SPEM SPDR Portfolio Emerging Markets ETF | $330,798 | $3,764 ▼ | -1.1% | 9,141 | 0.1% | ETF |
TENB Tenable | $330,539 | $330,539 ▲ | New Holding | 6,687 | 0.1% | Computer and Technology |
EDU New Oriental Education & Technology Group | $329,656 | $16,583 ▲ | 5.3% | 3,797 | 0.1% | Consumer Discretionary |
ISDB Invesco Short Duration Bond ETF | $329,193 | $1,514 ▲ | 0.5% | 13,266 | 0.1% | ETF |
ISRG Intuitive Surgical | $326,855 | $65,451 ▲ | 25.0% | 819 | 0.1% | Medical |
ANGI Angi | $326,607 | $146,914 ▲ | 81.8% | 124,659 | 0.1% | Computer and Technology |
GM General Motors | $325,808 | $47,937 ▲ | 17.3% | 7,184 | 0.1% | Auto/Tires/Trucks |
RELY Remitly Global | $323,914 | | 0.0% | 15,618 | 0.1% | Business Services |
URI United Rentals | $320,936 | $2,164 ▲ | 0.7% | 445 | 0.1% | Construction |
VTV Vanguard Value ETF | $319,865 | $21,661 ▼ | -6.3% | 1,964 | 0.1% | ETF |
BKNG Booking | $319,254 | $65,302 ▲ | 25.7% | 88 | 0.1% | Retail/Wholesale |
SFLR Innovator Equity Managed Floor ETF | $316,756 | $316,756 ▲ | New Holding | 10,555 | 0.1% | ETF |
PRF Invesco FTSE RAFI US 1000 ETF | $315,839 | | 0.0% | 8,210 | 0.1% | ETF |
FAST Fastenal | $314,680 | $849 ▲ | 0.3% | 4,079 | 0.1% | Retail/Wholesale |
MTGP WisdomTree Mortgage Plus Bond Fund | $312,213 | $58,640 ▲ | 23.1% | 7,193 | 0.1% | Finance |
KOF Coca-Cola FEMSA | $308,027 | $16,718 ▲ | 5.7% | 3,169 | 0.1% | Consumer Staples |
MUFG Mitsubishi UFJ Financial Group | $307,238 | $23,846 ▲ | 8.4% | 30,033 | 0.1% | Finance |
SCHV Schwab U.S. Large-Cap Value ETF | $306,140 | $330,759 ▼ | -51.9% | 4,029 | 0.1% | ETF |
ELV Elevance Health | $302,999 | $58,109 ▲ | 23.7% | 584 | 0.1% | Medical |
SAP SAP | $300,932 | $19,113 ▲ | 6.8% | 1,543 | 0.1% | Computer and Technology |
NU NU | $299,432 | | 0.0% | 25,099 | 0.1% | Business Services |
UNP Union Pacific | $298,623 | $53,378 ▲ | 21.8% | 1,214 | 0.1% | Transportation |
MELI MercadoLibre | $297,857 | $18,144 ▲ | 6.5% | 197 | 0.1% | Retail/Wholesale |
IUSG iShares Core S&P U.S. Growth ETF | $296,196 | $27,897 ▲ | 10.4% | 2,527 | 0.1% | Manufacturing |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $295,917 | $960 ▲ | 0.3% | 5,548 | 0.1% | ETF |
RELX Relx | $290,606 | $21,255 ▲ | 7.9% | 6,713 | 0.1% | Computer and Technology |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $290,561 | $8,240 ▼ | -2.8% | 3,738 | 0.1% | ETF |
PGR Progressive | $288,417 | $6,823 ▲ | 2.4% | 1,395 | 0.1% | Finance |
BA Boeing | $285,741 | $36,079 ▼ | -11.2% | 1,481 | 0.0% | Aerospace |
FCX Freeport-McMoRan | $285,158 | $23,556 ▲ | 9.0% | 6,065 | 0.0% | Basic Materials |
PSX Phillips 66 | $283,918 | $12,252 ▲ | 4.5% | 1,738 | 0.0% | Oils/Energy |
FTXL First Trust Nasdaq Semiconductor ETF | $283,215 | $2,445 ▼ | -0.9% | 3,128 | 0.0% | Manufacturing |
FMX Fomento Económico Mexicano | $279,951 | $41,426 ▲ | 17.4% | 2,149 | 0.0% | Consumer Staples |
ERJ Embraer | $279,934 | $279,934 ▲ | New Holding | 10,508 | 0.0% | Aerospace |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $279,863 | $4,022 ▼ | -1.4% | 11,690 | 0.0% | Manufacturing |
BSEP Innovator U.S. Equity Buffer ETF - September | $278,276 | $37,986 ▼ | -12.0% | 7,084 | 0.0% | ETF |
COR Cencora | $278,023 | $15,554 ▲ | 5.9% | 1,144 | 0.0% | Medical |
CX CEMEX | $277,887 | $18,002 ▲ | 6.9% | 30,842 | 0.0% | Construction |
QYLD Global X Nasdaq 100 Covered Call ETF | $274,650 | $4,925 ▲ | 1.8% | 15,335 | 0.0% | Manufacturing |
DON WisdomTree U.S. MidCap Dividend Fund | $274,039 | $1,853 ▼ | -0.7% | 5,619 | 0.0% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $269,573 | | 0.0% | 7,522 | 0.0% | ETF |
MO Altria Group | $269,502 | $19,281 ▲ | 7.7% | 6,178 | 0.0% | Consumer Staples |
DOW DOW | $269,170 | $23,985 ▲ | 9.8% | 4,646 | 0.0% | Basic Materials |
SGOV iShares 0-3 Month Treasury Bond ETF | $267,472 | $685,901 ▼ | -71.9% | 2,656 | 0.0% | ETF |
GIS General Mills | $266,800 | $14,274 ▲ | 5.7% | 3,813 | 0.0% | Consumer Staples |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $265,623 | $725 ▼ | -0.3% | 3,299 | 0.0% | ETF |
BCAT BlackRock Capital Allocation Term Trust | $263,255 | $32,220 ▼ | -10.9% | 15,802 | 0.0% | Manufacturing |
SCHO Schwab Short-Term U.S. Treasury ETF | $261,401 | $17,067 ▼ | -6.1% | 5,422 | 0.0% | ETF |
BMA Banco Macro | $259,691 | $259,691 ▲ | New Holding | 5,390 | 0.0% | Finance |
REET iShares Global REIT ETF | $258,887 | $25,455 ▼ | -9.0% | 10,933 | 0.0% | ETF |
HOLX Hologic | $256,801 | $3,352 ▲ | 1.3% | 3,294 | 0.0% | Medical |
DHR Danaher | $255,232 | $255,232 ▲ | New Holding | 1,022 | 0.0% | Multi-Sector Conglomerates |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $254,190 | $134,596 ▼ | -34.6% | 4,270 | 0.0% | Manufacturing |
DSI iShares MSCI KLD 400 Social ETF | $253,235 | $253,235 ▲ | New Holding | 2,512 | 0.0% | ETF |
YUMC Yum China | $252,758 | $875 ▲ | 0.3% | 6,352 | 0.0% | Retail/Wholesale |
DLS WisdomTree International SmallCap Dividend Fund | $250,472 | $848 ▲ | 0.3% | 3,841 | 0.0% | Finance |
EA Electronic Arts | $249,557 | $13,267 ▲ | 5.6% | 1,881 | 0.0% | Consumer Discretionary |
INNOVATOR ETFS TRUST
| $247,535 | $247,535 ▲ | New Holding | 9,495 | 0.0% | NASDAQ 100 MANA |
STAG STAG Industrial | $247,285 | $13,531 ▲ | 5.8% | 6,433 | 0.0% | Finance |
GLW Corning | $246,871 | $17,831 ▲ | 7.8% | 7,490 | 0.0% | Computer and Technology |
AMT American Tower | $245,221 | $34,778 ▲ | 16.5% | 1,241 | 0.0% | Finance |
HYD VanEck High Yield Muni ETF | $243,950 | $243,950 ▲ | New Holding | 4,668 | 0.0% | ETF |
VBR Vanguard Small-Cap Value ETF | $241,416 | $21,685 ▼ | -8.2% | 1,258 | 0.0% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $241,166 | $2,218 ▲ | 0.9% | 5,764 | 0.0% | Finance |
MEGI MainStay CBRE Global Infrastructure Megatrends Term Fund | $239,030 | $394,684 ▼ | -62.3% | 19,016 | 0.0% | -- |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $238,076 | $1,322 ▲ | 0.6% | 4,681 | 0.0% | Finance |
AZZ AZZ | $236,751 | $236,751 ▲ | New Holding | 3,062 | 0.0% | Industrial Products |
GGAL Grupo Financiero Galicia | $235,212 | $235,212 ▲ | New Holding | 9,253 | 0.0% | Finance |
PSEC Prospect Capital | $233,993 | | 0.0% | 42,390 | 0.0% | Finance |
PFFD Global X U.S. Preferred ETF | $233,252 | $106,465 ▼ | -31.3% | 11,570 | 0.0% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $232,571 | $232,571 ▲ | New Holding | 5,151 | 0.0% | Manufacturing |
FTSM First Trust Enhanced Short Maturity ETF | $231,516 | $231,516 ▲ | New Holding | 3,883 | 0.0% | Manufacturing |
GS The Goldman Sachs Group | $229,067 | $229,067 ▲ | New Holding | 548 | 0.0% | Finance |
MGC Vanguard Mega Cap ETF | $225,926 | $225,926 ▲ | New Holding | 1,209 | 0.0% | ETF |
SHAG WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund | $225,095 | $92,581 ▼ | -29.1% | 4,780 | 0.0% | Finance |
HMY Harmony Gold Mining | $224,700 | $224,700 ▲ | New Holding | 27,503 | 0.0% | Basic Materials |
BR Broadridge Financial Solutions | $224,351 | $2,049 ▲ | 0.9% | 1,095 | 0.0% | Business Services |
ING ING Groep | $221,593 | $11,477 ▲ | 5.5% | 13,438 | 0.0% | Finance |
NMR Nomura | $220,752 | $220,752 ▲ | New Holding | 34,385 | 0.0% | Finance |
BUG Global X Cybersecurity ETF | $219,645 | $3,868 ▼ | -1.7% | 7,383 | 0.0% | Manufacturing |
PAM Pampa Energía | $218,936 | $12,338 ▲ | 6.0% | 5,075 | 0.0% | Utilities |
MPLX Mplx | $218,315 | $26,141 ▼ | -10.7% | 5,253 | 0.0% | Oils/Energy |
ELD WisdomTree Emerging Markets Local Debt Fund | $217,566 | $1,478 ▲ | 0.7% | 7,947 | 0.0% | Finance |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $215,505 | $84,995 ▼ | -28.3% | 8,854 | 0.0% | ETF |
ROST Ross Stores | $215,459 | $2,789 ▲ | 1.3% | 1,468 | 0.0% | Retail/Wholesale |
BITQ Bitwise Crypto Industry Innovators ETF | $214,658 | $13 ▼ | 0.0% | 16,311 | 0.0% | ETF |
TNP Tsakos Energy Navigation | $213,810 | $213,810 ▲ | New Holding | 8,421 | 0.0% | Transportation |
SHOP Shopify | $213,376 | $57,878 ▼ | -21.3% | 2,765 | 0.0% | Computer and Technology |
ADP Automatic Data Processing | $211,198 | $211,198 ▲ | New Holding | 846 | 0.0% | Business Services |
CSX CSX | $210,860 | $210,860 ▲ | New Holding | 5,688 | 0.0% | Transportation |
APO Apollo Global Management | $210,170 | $210,170 ▲ | New Holding | 1,869 | 0.0% | Finance |
GOOS Canada Goose | $209,929 | $209,929 ▲ | New Holding | 17,407 | 0.0% | Retail/Wholesale |
ARKG ARK Genomic Revolution ETF | $207,871 | $17,514 ▼ | -7.8% | 7,228 | 0.0% | ETF |
GPS GAP | $207,507 | $207,507 ▲ | New Holding | 7,532 | 0.0% | Retail/Wholesale |
INTU Intuit | $207,415 | $592,336 ▼ | -74.1% | 319 | 0.0% | Computer and Technology |
LIT Global X Lithium & Battery Tech ETF | $207,378 | $204,887 ▼ | -49.7% | 4,579 | 0.0% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $206,631 | $206,631 ▲ | New Holding | 1,967 | 0.0% | ETF |
SYY Sysco | $205,910 | $205,910 ▲ | New Holding | 2,536 | 0.0% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $205,168 | $46,583 ▼ | -18.5% | 2,440 | 0.0% | ETF |
MMM 3M | $201,121 | $201,121 ▲ | New Holding | 1,896 | 0.0% | Multi-Sector Conglomerates |
CDNS Cadence Design Systems | $201,087 | $201,087 ▲ | New Holding | 646 | 0.0% | Computer and Technology |
ARM HOLDINGS PLC
| $200,859 | $200,859 ▲ | New Holding | 1,607 | 0.0% | SPONSORED ADR |
FIW First Trust Water ETF | $200,857 | $32,983 ▼ | -14.1% | 1,967 | 0.0% | ETF |
LOGI Logitech International | $200,279 | $11,708 ▲ | 6.2% | 2,241 | 0.0% | Computer and Technology |
SMFG Sumitomo Mitsui Financial Group | $196,701 | $11,099 ▲ | 6.0% | 16,712 | 0.0% | Finance |
ATSG Air Transport Services Group | $196,603 | $196,603 ▲ | New Holding | 14,288 | 0.0% | Transportation |
F Ford Motor | $195,026 | $21,593 ▲ | 12.5% | 14,686 | 0.0% | Auto/Tires/Trucks |
PBR Petróleo Brasileiro S.A. - Petrobras | $193,639 | $31,941 ▲ | 19.8% | 12,731 | 0.0% | Oils/Energy |
VIPS Vipshop | $188,704 | $188,704 ▲ | New Holding | 11,402 | 0.0% | Computer and Technology |
AVDL Avadel Pharmaceuticals | $171,687 | $171,687 ▲ | New Holding | 10,165 | 0.0% | Medical |
VIV Telefônica Brasil | $162,218 | $8,801 ▲ | 5.7% | 16,109 | 0.0% | Utilities |
BIGZ BlackRock Innovation and Growth Term Trust | $143,330 | $22,580 ▼ | -13.6% | 17,608 | 0.0% | Financial Services |
SOFI SoFi Technologies | $136,846 | $2,168 ▲ | 1.6% | 18,746 | 0.0% | Business Services |
LYG Lloyds Banking Group | $131,409 | $3,124 ▲ | 2.4% | 50,737 | 0.0% | Finance |
BCS Barclays | $99,528 | $3,374 ▲ | 3.5% | 10,532 | 0.0% | Finance |
NWG NatWest Group | $93,881 | $3,890 ▲ | 4.3% | 13,806 | 0.0% | Finance |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $82,137 | $83,010 ▼ | -50.3% | 10,066 | 0.0% | Financial Services |
CIG CEMIG | $69,840 | $1,867 ▲ | 2.7% | 28,275 | 0.0% | Utilities |
RSP Invesco S&P 500 Equal Weight ETF | $0 | $1,245,657 ▼ | -100.0% | 0 | 0.0% | ETF |
IDCC InterDigital | $0 | $1,197,197 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MMIT IQ MacKay Shields Municipal Intermediate ETF | $0 | $1,113,422 ▼ | -100.0% | 0 | 0.0% | ETF |
SPROTT PHYSICAL GOLD TR
| $0 | $790,192 ▼ | -100.0% | 0 | 0.0% | UNIT |
IEUR iShares Core MSCI Europe ETF | $0 | $699,957 ▼ | -100.0% | 0 | 0.0% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $0 | $641,411 ▼ | -100.0% | 0 | 0.0% | ETF |
BCX Blackrock Resources & Commodities Strategy Trust | $0 | $549,725 ▼ | -100.0% | 0 | 0.0% | Financial Services |
THQ Abrdn Healthcare Opportunities Fund | $0 | $487,899 ▼ | -100.0% | 0 | 0.0% | Financial Services |
XLP Consumer Staples Select Sector SPDR Fund | $0 | $448,992 ▼ | -100.0% | 0 | 0.0% | ETF |
LAZ Lazard | $0 | $413,250 ▼ | -100.0% | 0 | 0.0% | Finance |
WCLD WisdomTree Cloud Computing Fund | $0 | $332,095 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
HARBOR ETF TRUST
| $0 | $280,193 ▼ | -100.0% | 0 | 0.0% | LONG SHORT EQUIT |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $0 | $258,926 ▼ | -100.0% | 0 | 0.0% | ETF |
STZ Constellation Brands | $0 | $256,084 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
HUM Humana | $0 | $253,559 ▼ | -100.0% | 0 | 0.0% | Medical |
PKX POSCO | $0 | $249,854 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | $0 | $244,345 ▼ | -100.0% | 0 | 0.0% | ETF |
WDI Western Asset Diversified Income Fund | $0 | $241,673 ▼ | -100.0% | 0 | 0.0% | -- |
FIRST TR EXCHNG TRADED FD VI
| $0 | $235,789 ▼ | -100.0% | 0 | 0.0% | FT CBOE VEST U S |
BMEZ BlackRock Health Sciences Term Trust | $0 | $156,899 ▼ | -100.0% | 0 | 0.0% | -- |
WESTERN DIGITAL CORP.
| $0 | $47,106 ▼ | -100.0% | 0 | 0.0% | NOTE 1.500% 2/0 |
GREENBRIER COS INC
| $0 | $22,044 ▼ | -100.0% | 0 | 0.0% | NOTE 2.875% 2/0 |
LYFT INC
| $0 | $9,485 ▼ | -100.0% | 0 | 0.0% | NOTE 1.500% 5/1 |
