MSFT Microsoft | $38,702,831 | $143,465 ▼ | -0.4% | 91,992 | 7.3% | Computer and Technology |
GOOGL Alphabet | $38,619,968 | $220,056 ▲ | 0.6% | 255,880 | 7.2% | Computer and Technology |
AAPL Apple | $35,465,825 | $401,778 ▼ | -1.1% | 206,822 | 6.6% | Computer and Technology |
LOW Lowe's Companies | $20,859,702 | $185,444 ▲ | 0.9% | 81,889 | 3.9% | Retail/Wholesale |
AMD Advanced Micro Devices | $18,095,205 | $272,720 ▼ | -1.5% | 100,256 | 3.4% | Computer and Technology |
NVDA NVIDIA | $16,366,322 | $5,755,726 ▼ | -26.0% | 18,113 | 3.1% | Computer and Technology |
AMZN Amazon.com | $15,493,199 | $705,647 ▲ | 4.8% | 85,892 | 2.9% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $12,610,627 | $118,777 ▲ | 1.0% | 62,959 | 2.4% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $11,670,248 | $1,189,891 ▲ | 11.4% | 201,698 | 2.2% | ETF |
MA Mastercard | $11,232,800 | $45,750 ▼ | -0.4% | 23,325 | 2.1% | Business Services |
CVX Chevron | $11,018,805 | $423,218 ▲ | 4.0% | 69,854 | 2.1% | Oils/Energy |
VRTX Vertex Pharmaceuticals | $10,842,343 | $207,333 ▲ | 1.9% | 25,938 | 2.0% | Medical |
V Visa | $10,433,266 | $32,095 ▲ | 0.3% | 37,384 | 2.0% | Business Services |
SBUX Starbucks | $9,676,902 | $102,174 ▲ | 1.1% | 105,886 | 1.8% | Retail/Wholesale |
XLE Energy Select Sector SPDR Fund | $8,938,719 | $4,437 ▼ | 0.0% | 94,680 | 1.7% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,710,788 | $12,399 ▲ | 0.1% | 108,195 | 1.6% | ETF |
REGN Regeneron Pharmaceuticals | $8,608,511 | $207,898 ▲ | 2.5% | 8,944 | 1.6% | Medical |
BRK.B Berkshire Hathaway | $8,407,456 | $217,829 ▲ | 2.7% | 19,993 | 1.6% | Finance |
JNJ Johnson & Johnson | $8,391,713 | $292,811 ▲ | 3.6% | 53,048 | 1.6% | Medical |
FDX FedEx | $8,184,576 | $134,439 ▼ | -1.6% | 28,248 | 1.5% | Transportation |
NOBL ProShares S&P 500 Aristocrats ETF | $8,005,213 | $8,005,213 ▲ | New Holding | 78,939 | 1.5% | ETF |
BAC Bank of America | $6,850,467 | $245,266 ▲ | 3.7% | 180,656 | 1.3% | Finance |
DIS Walt Disney | $6,401,016 | $28,020 ▲ | 0.4% | 52,313 | 1.2% | Consumer Discretionary |
NKE NIKE | $6,328,388 | $11,090 ▼ | -0.2% | 67,338 | 1.2% | Consumer Discretionary |
OXY Occidental Petroleum | $5,955,044 | $113,733 ▼ | -1.9% | 91,630 | 1.1% | Oils/Energy |
INTC Intel | $5,592,673 | $76,723 ▲ | 1.4% | 126,617 | 1.0% | Computer and Technology |
J P MORGAN EXCHANGE TRADED F
| $5,577,768 | $5,577,768 ▲ | New Holding | 84,320 | 1.0% | U S TECH LEADERS |
UBER Uber Technologies | $5,483,228 | $32,336 ▼ | -0.6% | 71,220 | 1.0% | Computer and Technology |
SCHP Schwab U.S. TIPS ETF | $5,190,875 | $284,273 ▼ | -5.2% | 99,518 | 1.0% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $5,062,767 | $1,213,270 ▲ | 31.5% | 51,693 | 0.9% | Finance |
SLB Schlumberger | $5,016,814 | $110,716 ▲ | 2.3% | 91,531 | 0.9% | Oils/Energy |
SCHD Schwab US Dividend Equity ETF | $4,973,266 | $73,857 ▼ | -1.5% | 61,680 | 0.9% | ETF |
DGT SPDR Global Dow ETF | $4,870,033 | $223,316 ▲ | 4.8% | 37,902 | 0.9% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $4,826,858 | $4,826,858 ▲ | New Holding | 224,505 | 0.9% | Manufacturing |
SCHB Schwab US Broad Market ETF | $4,775,200 | $110,806 ▼ | -2.3% | 78,218 | 0.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $4,642,404 | $4,642,404 ▲ | New Holding | 50,571 | 0.9% | ETF |
ENPH Enphase Energy | $4,519,208 | $4,519,208 ▲ | New Holding | 37,355 | 0.8% | Oils/Energy |
PLTR Palantir Technologies | $4,369,622 | $4,369,622 ▲ | New Holding | 189,901 | 0.8% | Business Services |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $4,292,148 | $4,292,148 ▲ | New Holding | 193,689 | 0.8% | Manufacturing |
IBB iShares Biotechnology ETF | $4,245,577 | $73,550 ▼ | -1.7% | 30,940 | 0.8% | Finance |
XOM Exxon Mobil | $4,195,210 | $217,601 ▲ | 5.5% | 36,091 | 0.8% | Oils/Energy |
SCHW Charles Schwab | $4,065,010 | $594,998 ▲ | 17.1% | 56,193 | 0.8% | Finance |
GRAYSCALE BITCOIN TR BTC
| $3,939,281 | $3,939,281 ▲ | New Holding | 62,360 | 0.7% | SHS REP COM UT |
IOO iShares Global 100 ETF | $3,937,559 | $109,528 ▼ | -2.7% | 44,039 | 0.7% | ETF |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,928,665 | $76,954 ▲ | 2.0% | 90,107 | 0.7% | Manufacturing |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3,752,106 | $738,478 ▲ | 24.5% | 69,176 | 0.7% | ETF |
META Meta Platforms | $3,576,807 | $615,720 ▲ | 20.8% | 7,366 | 0.7% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,477,984 | $59,605 ▲ | 1.7% | 44,988 | 0.7% | ETF |
ADBE Adobe | $3,352,058 | $1,060,165 ▲ | 46.3% | 6,643 | 0.6% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,328,985 | $137,781 ▲ | 4.3% | 35,904 | 0.6% | ETF |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $3,215,016 | $3,215,016 ▲ | New Holding | 159,475 | 0.6% | ETF |
XLF Financial Select Sector SPDR Fund | $3,203,702 | $5,054 ▲ | 0.2% | 76,061 | 0.6% | ETF |
CXT Crane NXT | $3,087,324 | $79,232 ▼ | -2.5% | 49,876 | 0.6% | Business Services |
SPY SPDR S&P 500 ETF Trust | $3,004,252 | $8,370 ▲ | 0.3% | 5,743 | 0.6% | Finance |
SCHX Schwab US Large-Cap ETF | $2,950,010 | $21,286 ▲ | 0.7% | 47,535 | 0.6% | ETF |
UNH UnitedHealth Group | $2,911,310 | $332,933 ▲ | 12.9% | 5,885 | 0.5% | Medical |
NEE NextEra Energy | $2,770,179 | $2,770,179 ▲ | New Holding | 43,345 | 0.5% | Utilities |
XLK Technology Select Sector SPDR Fund | $2,674,262 | $35,407 ▼ | -1.3% | 12,840 | 0.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,434,634 | $15,955 ▼ | -0.7% | 16,480 | 0.5% | ETF |
BP BP | $2,368,229 | $37,115 ▼ | -1.5% | 62,851 | 0.4% | Oils/Energy |
SCHV Schwab U.S. Large-Cap Value ETF | $2,365,672 | $147,859 ▼ | -5.9% | 31,135 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $2,301,287 | $18,811 ▼ | -0.8% | 31,685 | 0.4% | ETF |
SMH VanEck Semiconductor ETF | $1,993,413 | $80,771 ▼ | -3.9% | 8,860 | 0.4% | Manufacturing |
TSLA Tesla | $1,976,934 | $13,360 ▼ | -0.7% | 11,246 | 0.4% | Auto/Tires/Trucks |
KEY KeyCorp | $1,941,832 | $25,438 ▼ | -1.3% | 122,823 | 0.4% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $1,905,978 | $58,227 ▲ | 3.2% | 32,799 | 0.4% | ETF |
NFLX Netflix | $1,847,498 | $75,916 ▲ | 4.3% | 3,042 | 0.3% | Consumer Discretionary |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $1,787,053 | $36,769 ▲ | 2.1% | 30,522 | 0.3% | ETF |
EQIX Equinix | $1,735,309 | $31,356 ▼ | -1.8% | 2,103 | 0.3% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $1,602,434 | $4,234 ▼ | -0.3% | 19,679 | 0.3% | ETF |
ORCL Oracle | $1,467,878 | $404,464 ▲ | 38.0% | 11,686 | 0.3% | Computer and Technology |
IWM iShares Russell 2000 ETF | $1,444,595 | $2,734 ▲ | 0.2% | 6,869 | 0.3% | Finance |
CRWD CrowdStrike | $1,407,390 | $1,686,303 ▼ | -54.5% | 4,390 | 0.3% | Computer and Technology |
IRM Iron Mountain | $1,404,749 | $27,673 ▼ | -1.9% | 17,513 | 0.3% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $1,297,179 | $25,485 ▼ | -1.9% | 17,204 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $1,020,776 | $38,670 ▼ | -3.6% | 8,104 | 0.2% | ETF |
HON Honeywell International | $1,006,136 | $10,263 ▲ | 1.0% | 4,902 | 0.2% | Multi-Sector Conglomerates |
SCHF Schwab International Equity ETF | $896,297 | $38,045 ▼ | -4.1% | 22,970 | 0.2% | ETF |
ABT Abbott Laboratories | $866,089 | $1,137 ▼ | -0.1% | 7,620 | 0.2% | Medical |
IEX IDEX | $826,008 | | 0.0% | 3,385 | 0.2% | Industrial Products |
TIP iShares TIPS Bond ETF | $818,161 | $1,504 ▲ | 0.2% | 7,617 | 0.2% | ETF |
GE General Electric | $782,020 | | 0.0% | 4,455 | 0.1% | Transportation |
DIA SPDR Dow Jones Industrial Average ETF Trust | $736,254 | $33,810 ▼ | -4.4% | 1,851 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $722,151 | $493 ▲ | 0.1% | 5,863 | 0.1% | ETF |
DE Deere & Company | $715,098 | $170,046 ▲ | 31.2% | 1,741 | 0.1% | Industrial Products |
UCON First Trust TCW Unconstrained Plus Bond ETF | $698,025 | $127,920 ▲ | 22.4% | 28,375 | 0.1% | ETF |
TAN Invesco Solar ETF | $684,457 | $22,231 ▼ | -3.1% | 15,086 | 0.1% | ETF |
BNDX Vanguard Total International Bond ETF | $639,126 | $1,476 ▲ | 0.2% | 12,993 | 0.1% | ETF |
CNI Canadian National Railway | $602,573 | | 0.0% | 4,575 | 0.1% | Transportation |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $590,408 | $98 ▲ | 0.0% | 12,037 | 0.1% | ETF |
PEP PepsiCo | $585,969 | $4,551 ▲ | 0.8% | 3,348 | 0.1% | Consumer Staples |
CAT Caterpillar | $571,631 | $45,804 ▲ | 8.7% | 1,560 | 0.1% | Industrial Products |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | $555,391 | $555,391 ▲ | New Holding | 22,865 | 0.1% | ETF |
BAB Invesco Taxable Municipal Bond ETF | $548,065 | $2,496 ▼ | -0.5% | 20,643 | 0.1% | ETF |
KO Coca-Cola | $532,042 | | 0.0% | 8,696 | 0.1% | Consumer Staples |
MDY SPDR S&P MidCap 400 ETF Trust | $515,119 | | 0.0% | 926 | 0.1% | ETF |
CSX CSX | $449,702 | | 0.0% | 12,131 | 0.1% | Transportation |
EW Edwards Lifesciences | $446,934 | | 0.0% | 4,677 | 0.1% | Medical |
IVV iShares Core S&P 500 ETF | $442,665 | $39,430 ▲ | 9.8% | 842 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $414,304 | $15,631 ▼ | -3.6% | 2,253 | 0.1% | Finance |
PG Procter & Gamble | $409,267 | | 0.0% | 2,522 | 0.1% | Consumer Staples |
AXP American Express | $377,965 | | 0.0% | 1,660 | 0.1% | Finance |
IBM International Business Machines | $366,643 | $955 ▼ | -0.3% | 1,920 | 0.1% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $354,733 | $780 ▲ | 0.2% | 1,365 | 0.1% | ETF |
MRK Merck & Co., Inc. | $329,215 | $13,195 ▲ | 4.2% | 2,495 | 0.1% | Medical |
VOO Vanguard S&P 500 ETF | $305,297 | | 0.0% | 635 | 0.1% | ETF |
SCHA Schwab US Small-Cap ETF | $301,693 | | 0.0% | 6,127 | 0.1% | ETF |
MCD McDonald's | $296,649 | $5,640 ▼ | -1.9% | 1,052 | 0.1% | Retail/Wholesale |
DUK Duke Energy | $288,196 | | 0.0% | 2,980 | 0.1% | Utilities |
SO Southern | $287,779 | | 0.0% | 4,011 | 0.1% | Utilities |
QQQ Invesco QQQ | $275,286 | | 0.0% | 620 | 0.1% | Finance |
SDY SPDR S&P Dividend ETF | $271,613 | $262 ▲ | 0.1% | 2,070 | 0.1% | ETF |
BMY Bristol-Myers Squibb | $256,345 | | 0.0% | 4,727 | 0.0% | Medical |
SPYV SPDR Portfolio S&P 500 Value ETF | $226,612 | $226,612 ▲ | New Holding | 4,523 | 0.0% | ETF |
NBTB NBT Bancorp | $222,428 | | 0.0% | 6,064 | 0.0% | Finance |
BAX Baxter International | $202,288 | $202,288 ▲ | New Holding | 4,733 | 0.0% | Medical |
PBFS Pioneer Bancorp | $166,770 | | 0.0% | 17,000 | 0.0% | Finance |
IONQ IonQ | $104,256 | $104,256 ▲ | New Holding | 10,436 | 0.0% | Computer and Technology |
PLUG Plug Power | $61,304 | $13,880 ▲ | 29.3% | 17,821 | 0.0% | Industrial Products |
RSP Invesco S&P 500 Equal Weight ETF | $0 | $12,100,525 ▼ | -100.0% | 0 | 0.0% | ETF |
BITQ Bitwise Crypto Industry Innovators ETF | $0 | $364,784 ▼ | -100.0% | 0 | 0.0% | ETF |
DKNG DraftKings | $0 | $323,595 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
CMCSA Comcast | $0 | $280,482 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
FCX Freeport-McMoRan | $0 | $234,774 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
SHOP Shopify | $0 | $212,667 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MGK Vanguard Mega Cap Growth ETF | $0 | $200,342 ▼ | -100.0% | 0 | 0.0% | ETF |
RKLB Rocket Lab USA | $0 | $103,079 ▼ | -100.0% | 0 | 0.0% | Aerospace |