VUG Vanguard Growth ETF | $12,235,622 | $6,884 ▲ | 0.1% | 35,548 | 10.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $11,944,980 | $20,447 ▼ | -0.2% | 98,727 | 9.7% | ETF |
VB Vanguard Small-Cap ETF | $7,262,076 | $19,887 ▲ | 0.3% | 31,769 | 5.9% | ETF |
AAPL Apple | $5,887,423 | $120,036 ▲ | 2.1% | 34,333 | 4.8% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $5,322,990 | $196,302 ▼ | -3.6% | 29,150 | 4.3% | ETF |
VT Vanguard Total World Stock ETF | $4,155,551 | $125,196 ▼ | -2.9% | 37,607 | 3.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,497,246 | $27,723 ▼ | -0.8% | 6,686 | 2.8% | Finance |
IVW iShares S&P 500 Growth ETF | $3,184,570 | $5,489 ▼ | -0.2% | 37,714 | 2.6% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,940,647 | $123,699 ▲ | 4.4% | 91,239 | 2.4% | ETF |
IVV iShares Core S&P 500 ETF | $2,705,932 | $67,819 ▼ | -2.4% | 5,147 | 2.2% | ETF |
VOO Vanguard S&P 500 ETF | $2,690,959 | $115,368 ▲ | 4.5% | 5,598 | 2.2% | ETF |
VTV Vanguard Value ETF | $2,527,424 | | 0.0% | 15,519 | 2.1% | ETF |
VTI Vanguard Total Stock Market ETF | $2,051,911 | $161,398 ▼ | -7.3% | 7,895 | 1.7% | ETF |
PGX Invesco Preferred ETF | $1,871,885 | $92,082 ▼ | -4.7% | 157,566 | 1.5% | ETF |
VV Vanguard Large-Cap ETF | $1,732,746 | $29,970 ▲ | 1.8% | 7,227 | 1.4% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $1,713,812 | $7,800 ▼ | -0.5% | 29,221 | 1.4% | ETF |
AMZN Amazon.com | $1,655,708 | $14,250 ▲ | 0.9% | 9,179 | 1.3% | Retail/Wholesale |
CWB SPDR Bloomberg Convertible Securities ETF | $1,621,974 | $81,000 ▼ | -4.8% | 22,207 | 1.3% | ETF |
MSFT Microsoft | $1,480,093 | $222,140 ▲ | 17.7% | 3,518 | 1.2% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $1,417,352 | $302 ▼ | 0.0% | 23,505 | 1.2% | ETF |
VXF Vanguard Extended Market ETF | $1,410,748 | $49,952 ▼ | -3.4% | 8,049 | 1.1% | ETF |
VHT Vanguard Health Care ETF | $1,406,924 | $55,996 ▼ | -3.8% | 5,201 | 1.1% | ETF |
BND Vanguard Total Bond Market ETF | $1,242,627 | $56,506 ▲ | 4.8% | 17,109 | 1.0% | ETF |
SDY SPDR S&P Dividend ETF | $1,234,706 | $85,962 ▼ | -6.5% | 9,408 | 1.0% | ETF |
GOOGL Alphabet | $1,234,607 | $14,338 ▼ | -1.1% | 8,180 | 1.0% | Computer and Technology |
IOO iShares Global 100 ETF | $1,144,180 | $16,183 ▲ | 1.4% | 12,797 | 0.9% | ETF |
VNQ Vanguard Real Estate ETF | $1,136,045 | $34,418 ▼ | -2.9% | 13,137 | 0.9% | ETF |
GOOG Alphabet | $1,081,046 | $18,271 ▲ | 1.7% | 7,100 | 0.9% | Computer and Technology |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $1,026,307 | $2,839 ▲ | 0.3% | 26,390 | 0.8% | Finance |
BKLN Invesco Senior Loan ETF | $993,616 | $21,552 ▼ | -2.1% | 46,980 | 0.8% | ETF |
EES WisdomTree U.S. SmallCap Fund | $985,109 | | 0.0% | 19,655 | 0.8% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $977,715 | $15,232 ▼ | -1.5% | 27,280 | 0.8% | ETF |
V Visa | $954,966 | $12,000 ▲ | 1.3% | 3,422 | 0.8% | Business Services |
MA Mastercard | $951,582 | $9,631 ▲ | 1.0% | 1,976 | 0.8% | Business Services |
IWM iShares Russell 2000 ETF | $948,061 | $13,039 ▼ | -1.4% | 4,508 | 0.8% | Finance |
QQQ Invesco QQQ | $935,634 | $4,441 ▼ | -0.5% | 2,107 | 0.8% | Finance |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $929,004 | $9,558 ▼ | -1.0% | 36,836 | 0.8% | ETF |
META Meta Platforms | $916,775 | $15,539 ▲ | 1.7% | 1,888 | 0.7% | Computer and Technology |
TSLA Tesla | $789,121 | | 0.0% | 4,489 | 0.6% | Auto/Tires/Trucks |
JPM JPMorgan Chase & Co. | $780,569 | $83,124 ▲ | 11.9% | 3,897 | 0.6% | Finance |
PWV Invesco Large Cap Value ETF | $764,330 | | 0.0% | 13,485 | 0.6% | ETF |
PLTR Palantir Technologies | $756,063 | | 0.0% | 32,858 | 0.6% | Business Services |
VCSH Vanguard Short-Term Corporate Bond ETF | $733,966 | $62,542 ▼ | -7.9% | 9,494 | 0.6% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $731,083 | $3,182 ▲ | 0.4% | 1,838 | 0.6% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $646,354 | $123,068 ▲ | 23.5% | 11,171 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $636,687 | $337 ▼ | -0.1% | 1,889 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $629,874 | $503,899 ▲ | 400.0% | 10,370 | 0.5% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $623,105 | $2,639 ▼ | -0.4% | 4,723 | 0.5% | ETF |
JNJ Johnson & Johnson | $621,687 | $8,068 ▼ | -1.3% | 3,930 | 0.5% | Medical |
MRK Merck & Co., Inc. | $572,399 | $8,577 ▲ | 1.5% | 4,338 | 0.5% | Medical |
PFXF VanEck Preferred Securities ex Financials ETF | $570,803 | $29,755 ▲ | 5.5% | 32,267 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $509,028 | $1,198 ▲ | 0.2% | 6,374 | 0.4% | Finance |
XOM Exxon Mobil | $508,318 | $31,385 ▲ | 6.6% | 4,373 | 0.4% | Oils/Energy |
LLY Eli Lilly and Company | $504,896 | $504,896 ▲ | New Holding | 649 | 0.4% | Medical |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $501,707 | $3,272 ▼ | -0.6% | 5,367 | 0.4% | ETF |
VFH Vanguard Financials ETF | $489,740 | $11,877 ▼ | -2.4% | 4,783 | 0.4% | ETF |
NVDA NVIDIA | $487,018 | $75,899 ▲ | 18.5% | 539 | 0.4% | Computer and Technology |
NFLX Netflix | $471,895 | $10,932 ▲ | 2.4% | 777 | 0.4% | Consumer Discretionary |
PEG Public Service Enterprise Group | $450,030 | | 0.0% | 6,739 | 0.4% | Utilities |
HD Home Depot | $435,002 | $11,124 ▲ | 2.6% | 1,134 | 0.4% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $427,812 | $57,469 ▼ | -11.8% | 3,871 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $421,979 | $7,057 ▼ | -1.6% | 6,578 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $383,817 | $7,865 ▼ | -2.0% | 732 | 0.3% | ETF |
BRK.B Berkshire Hathaway | $365,852 | $17,241 ▲ | 4.9% | 870 | 0.3% | Finance |
ITB iShares U.S. Home Construction ETF | $359,234 | $13,892 ▼ | -3.7% | 3,103 | 0.3% | ETF |
MTB M&T Bank | $358,219 | | 0.0% | 2,463 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $355,801 | $7,496 ▼ | -2.1% | 1,424 | 0.3% | ETF |
MCD McDonald's | $350,464 | $2,820 ▼ | -0.8% | 1,243 | 0.3% | Retail/Wholesale |
ABBV AbbVie | $338,888 | $10,198 ▲ | 3.1% | 1,861 | 0.3% | Medical |
AMLP Alerian MLP ETF | $329,989 | $59,942 ▲ | 22.2% | 6,953 | 0.3% | ETF |
WDFC WD-40 | $322,970 | | 0.0% | 1,275 | 0.3% | Consumer Staples |
UNH UnitedHealth Group | $321,555 | $2,968 ▲ | 0.9% | 650 | 0.3% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $318,859 | $48,254 ▼ | -13.1% | 6,218 | 0.3% | Manufacturing |
COST Costco Wholesale | $318,694 | $16,850 ▲ | 5.6% | 435 | 0.3% | Retail/Wholesale |
PG Procter & Gamble | $311,520 | $7,626 ▲ | 2.5% | 1,920 | 0.3% | Consumer Staples |
DWM WisdomTree International Equity Fund | $307,702 | | 0.0% | 5,615 | 0.3% | Finance |
AMJ JPMorgan Alerian MLP Index ETN | $305,755 | $6,410 ▲ | 2.1% | 10,732 | 0.2% | Finance |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $298,250 | $11,349 ▼ | -3.7% | 3,837 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $288,949 | $37,019 ▼ | -11.4% | 5,659 | 0.2% | ETF |
FLTR VanEck Floating Rate ETF | $280,891 | $30,740 ▼ | -9.9% | 11,011 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $280,829 | $5,761 ▼ | -2.0% | 975 | 0.2% | ETF |
AOR iShares Core Growth Allocation ETF | $277,459 | $14,530 ▼ | -5.0% | 4,984 | 0.2% | ETF |
LMT Lockheed Martin | $272,922 | $17,740 ▼ | -6.1% | 600 | 0.2% | Aerospace |
PEP PepsiCo | $268,290 | $36,227 ▼ | -11.9% | 1,533 | 0.2% | Consumer Staples |
PFE Pfizer | $265,734 | $73,538 ▼ | -21.7% | 9,576 | 0.2% | Medical |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $259,896 | $29,157 ▼ | -10.1% | 2,585 | 0.2% | ETF |
SQ Block | $258,646 | | 0.0% | 3,058 | 0.2% | Business Services |
VZ Verizon Communications | $253,606 | $17,749 ▲ | 7.5% | 6,044 | 0.2% | Computer and Technology |
XYLD Global X S&P 500 Covered Call ETF | $253,224 | $253,224 ▲ | New Holding | 6,208 | 0.2% | ETF |
VDE Vanguard Energy ETF | $248,577 | $2,635 ▼ | -1.0% | 1,887 | 0.2% | ETF |
EZM WisdomTree U.S. MidCap Fund | $242,249 | | 0.0% | 3,970 | 0.2% | Finance |
IWD iShares Russell 1000 Value ETF | $230,156 | | 0.0% | 1,285 | 0.2% | ETF |
TXN Texas Instruments | $222,989 | | 0.0% | 1,280 | 0.2% | Computer and Technology |
CI The Cigna Group | $216,824 | $216,824 ▲ | New Holding | 597 | 0.2% | Medical |
DUK Duke Energy | $216,050 | $2,418 ▼ | -1.1% | 2,234 | 0.2% | Utilities |
HEDJ WisdomTree Europe Hedged Equity Fund | $212,279 | $212,279 ▲ | New Holding | 4,395 | 0.2% | Finance |
DE Deere & Company | $209,888 | $209,888 ▲ | New Holding | 511 | 0.2% | Industrial Products |
INTC Intel | $209,189 | $26,502 ▲ | 14.5% | 4,736 | 0.2% | Computer and Technology |
IHI iShares U.S. Medical Devices ETF | $205,944 | $35,447 ▼ | -14.7% | 3,515 | 0.2% | ETF |
CVX Chevron | $204,589 | $204,589 ▲ | New Holding | 1,297 | 0.2% | Oils/Energy |
BBH VanEck Biotech ETF | $202,590 | | 0.0% | 1,218 | 0.2% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $202,328 | $202,328 ▲ | New Holding | 1,995 | 0.2% | ETF |
QYLD Global X Nasdaq 100 Covered Call ETF | $190,706 | $190,706 ▲ | New Holding | 10,648 | 0.2% | Manufacturing |
BIZD VanEck BDC Income ETF | $171,349 | $171,349 ▲ | New Holding | 10,139 | 0.1% | ETF |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | $0 | $4,126,277 ▼ | -100.0% | 0 | 0.0% | Financial Services |
SPYV SPDR Portfolio S&P 500 Value ETF | $0 | $1,038,590 ▼ | -100.0% | 0 | 0.0% | ETF |
BXMX Nuveen S&P 500 Buy-Write Income Fund | $0 | $543,883 ▼ | -100.0% | 0 | 0.0% | Financial Services |
AOM iShares Core Moderate Allocation ETF | $0 | $265,622 ▼ | -100.0% | 0 | 0.0% | ETF |
PPT Putnam Premier Income Trust | $0 | $129,359 ▼ | -100.0% | 0 | 0.0% | Finance |