IVW iShares S&P 500 Growth ETF | $43,151,791 | $1,953,266 ▼ | -4.3% | 511,035 | 5.1% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $42,623,691 | $101,274 ▲ | 0.2% | 734,005 | 5.1% | ETF |
IVE iShares S&P 500 Value ETF | $39,032,732 | $3,100,306 ▼ | -7.4% | 208,943 | 4.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $29,700,338 | $893,472 ▲ | 3.1% | 384,172 | 3.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $28,956,066 | $1,646,027 ▲ | 6.0% | 359,658 | 3.4% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $27,065,480 | $566,295 ▼ | -2.0% | 462,263 | 3.2% | ETF |
MSFT Microsoft | $26,997,222 | $2,520,117 ▼ | -8.5% | 64,169 | 3.2% | Computer and Technology |
AAPL Apple | $22,952,068 | $1,831,920 ▼ | -7.4% | 133,847 | 2.7% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $22,013,329 | $3,359,916 ▼ | -13.2% | 241,242 | 2.6% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $21,850,529 | $2,231,423 ▼ | -9.3% | 184,720 | 2.6% | ETF |
VOO Vanguard S&P 500 ETF | $13,695,143 | $1,049,849 ▼ | -7.1% | 28,490 | 1.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $12,690,382 | $214,178 ▲ | 1.7% | 253,301 | 1.5% | ETF |
VZ Verizon Communications | $10,670,401 | $40,659 ▼ | -0.4% | 254,299 | 1.3% | Computer and Technology |
XOM Exxon Mobil | $10,425,232 | $1,567,964 ▼ | -13.1% | 89,687 | 1.2% | Oils/Energy |
T AT&T | $10,146,082 | $427,469 ▲ | 4.4% | 576,482 | 1.2% | Computer and Technology |
CTRA Coterra Energy | $9,830,507 | $771,383 ▼ | -7.3% | 352,601 | 1.2% | Oils/Energy |
MRK Merck & Co., Inc. | $9,744,105 | $773,379 ▼ | -7.4% | 73,845 | 1.2% | Medical |
ABBV AbbVie | $9,555,502 | $4,680,328 ▼ | -32.9% | 52,474 | 1.1% | Medical |
CVX Chevron | $9,262,972 | $1,034,144 ▼ | -10.0% | 58,723 | 1.1% | Oils/Energy |
BMY Bristol-Myers Squibb | $9,213,121 | $1,862,039 ▲ | 25.3% | 169,890 | 1.1% | Medical |
GLD SPDR Gold Shares | $9,107,939 | $1,317,445 ▼ | -12.6% | 44,273 | 1.1% | Finance |
CVS CVS Health | $8,826,692 | $71,465 ▼ | -0.8% | 110,666 | 1.0% | Retail/Wholesale |
PFE Pfizer | $8,471,142 | $2,819,098 ▲ | 49.9% | 305,266 | 1.0% | Medical |
JNJ Johnson & Johnson | $8,460,084 | $906,737 ▼ | -9.7% | 53,481 | 1.0% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $8,396,853 | $1,775,165 ▲ | 26.8% | 167,368 | 1.0% | ETF |
MO Altria Group | $8,088,909 | $435,205 ▼ | -5.1% | 185,437 | 1.0% | Consumer Defensive |
WSM Williams-Sonoma | $8,052,879 | $3,010,185 ▼ | -27.2% | 25,361 | 1.0% | Retail/Wholesale |
TFC Truist Financial | $7,875,364 | $632,022 ▲ | 8.7% | 202,036 | 0.9% | Finance |
MCD McDonald's | $7,692,160 | $5,075 ▼ | -0.1% | 27,282 | 0.9% | Retail/Wholesale |
GOOGL Alphabet | $7,634,342 | $1,072,660 ▼ | -12.3% | 50,582 | 0.9% | Computer and Technology |
LMT Lockheed Martin | $7,625,619 | $200,147 ▲ | 2.7% | 16,764 | 0.9% | Aerospace |
CCI Crown Castle | $7,332,341 | $150,491 ▲ | 2.1% | 69,284 | 0.9% | Finance |
UNH UnitedHealth Group | $7,273,626 | $1,855,633 ▼ | -20.3% | 14,703 | 0.9% | Medical |
VIRT Virtu Financial | $7,247,401 | $962,347 ▲ | 15.3% | 353,187 | 0.9% | Finance |
AVGO Broadcom | $7,061,354 | $3,411,397 ▼ | -32.6% | 5,328 | 0.8% | Computer and Technology |
QCOM QUALCOMM | $7,030,411 | $684,655 ▼ | -8.9% | 41,526 | 0.8% | Computer and Technology |
CSCO Cisco Systems | $7,025,534 | $1,155,267 ▼ | -14.1% | 140,764 | 0.8% | Computer and Technology |
KR Kroger | $6,927,818 | $6,927,818 ▲ | New Holding | 121,264 | 0.8% | Retail/Wholesale |
VMBS Vanguard Mortgage-Backed Securities ETF | $6,894,294 | $18,974 ▲ | 0.3% | 151,158 | 0.8% | ETF |
DOW DOW | $6,869,926 | $1,216,473 ▼ | -15.0% | 118,590 | 0.8% | Basic Materials |
PM Philip Morris International | $6,637,331 | $565,121 ▼ | -7.8% | 72,443 | 0.8% | Consumer Staples |
SDY SPDR S&P Dividend ETF | $6,417,427 | $54,728 ▼ | -0.8% | 48,898 | 0.8% | ETF |
MMM 3M | $6,307,287 | $274,193 ▼ | -4.2% | 59,463 | 0.7% | Multi-Sector Conglomerates |
IVV iShares Core S&P 500 ETF | $6,262,312 | $6,834 ▼ | -0.1% | 11,912 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $6,081,271 | $3,183,148 ▼ | -34.4% | 30,361 | 0.7% | Finance |
CUBE CubeSmart | $6,063,783 | $392,968 ▼ | -6.1% | 134,093 | 0.7% | Finance |
WEC WEC Energy Group | $5,804,973 | $5,335,904 ▲ | 1,137.6% | 70,689 | 0.7% | Utilities |
VWO Vanguard FTSE Emerging Markets ETF | $5,610,182 | $169,921 ▼ | -2.9% | 134,311 | 0.7% | ETF |
CMA Comerica | $5,601,623 | $342,760 ▼ | -5.8% | 101,864 | 0.7% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $5,491,762 | $365,605 ▲ | 7.1% | 75,075 | 0.7% | ETF |
PSA Public Storage | $5,363,210 | $446,112 ▲ | 9.1% | 18,490 | 0.6% | Finance |
AMZN Amazon.com | $5,330,994 | $1,129,368 ▼ | -17.5% | 29,554 | 0.6% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $5,173,210 | $671,224 ▼ | -11.5% | 50,343 | 0.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $5,075,632 | $736,408 ▼ | -12.7% | 38,825 | 0.6% | ETF |
D Dominion Energy | $5,017,497 | $346,889 ▲ | 7.4% | 102,002 | 0.6% | Utilities |
FNF Fidelity National Financial | $4,887,590 | $757,365 ▼ | -13.4% | 92,045 | 0.6% | Finance |
WU Western Union | $4,808,925 | $4,065,203 ▲ | 546.6% | 343,986 | 0.6% | Business Services |
CAH Cardinal Health | $4,635,458 | $33,570 ▼ | -0.7% | 41,425 | 0.6% | Medical |
CAG Conagra Brands | $4,593,519 | $220,966 ▲ | 5.1% | 154,977 | 0.5% | Consumer Staples |
IWF iShares Russell 1000 Growth ETF | $4,547,726 | $99,091 ▼ | -2.1% | 13,493 | 0.5% | ETF |
SHV iShares Short Treasury Bond ETF | $4,230,698 | $286,741 ▲ | 7.3% | 38,273 | 0.5% | ETF |
EFA iShares MSCI EAFE ETF | $4,118,381 | $78,582 ▼ | -1.9% | 51,570 | 0.5% | Finance |
TXN Texas Instruments | $3,954,045 | $23,867 ▲ | 0.6% | 22,697 | 0.5% | Computer and Technology |
PG Procter & Gamble | $3,909,414 | $631,802 ▼ | -13.9% | 24,095 | 0.5% | Consumer Staples |
IVOO Vanguard S&P Mid-Cap 400 ETF | $3,882,344 | $900,410 ▲ | 30.2% | 37,689 | 0.5% | ETF |
ALLY Ally Financial | $3,546,998 | $604,629 ▲ | 20.5% | 87,386 | 0.4% | Finance |
LLY Eli Lilly and Company | $3,424,051 | $35,011 ▼ | -1.0% | 4,401 | 0.4% | Medical |
INTC Intel | $3,404,271 | $829,689 ▼ | -19.6% | 77,072 | 0.4% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $3,167,548 | $10,020 ▼ | -0.3% | 11,697 | 0.4% | ETF |
JHG Janus Henderson Group | $3,143,035 | $2,323,844 ▲ | 283.7% | 95,562 | 0.4% | Finance |
IWD iShares Russell 1000 Value ETF | $3,056,298 | $36,538 ▼ | -1.2% | 17,064 | 0.4% | ETF |
NVDA NVIDIA | $2,946,510 | $1,536,052 ▼ | -34.3% | 3,261 | 0.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $2,824,474 | $9,938 ▼ | -0.4% | 5,400 | 0.3% | Finance |
UNP Union Pacific | $2,780,680 | $290,684 ▼ | -9.5% | 11,307 | 0.3% | Transportation |
ABT Abbott Laboratories | $2,695,143 | $434,187 ▼ | -13.9% | 23,712 | 0.3% | Medical |
BBY Best Buy | $2,673,358 | $1,687,275 ▲ | 171.1% | 32,590 | 0.3% | Retail/Wholesale |
TSN Tyson Foods | $2,608,200 | $367,121 ▲ | 16.4% | 44,410 | 0.3% | Consumer Staples |
HD Home Depot | $2,570,888 | $440,373 ▼ | -14.6% | 6,702 | 0.3% | Consumer Cyclical |
XLK Technology Select Sector SPDR Fund | $2,507,780 | | 0.0% | 12,041 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,353,007 | $1,880,875 ▲ | 398.4% | 38,739 | 0.3% | ETF |
C Citigroup | $2,301,936 | $1,269,859 ▲ | 123.0% | 36,400 | 0.3% | Finance |
XLV Health Care Select Sector SPDR Fund | $2,159,195 | $60,569 ▼ | -2.7% | 14,616 | 0.3% | ETF |
WTM White Mountains Insurance Group | $2,110,557 | | 0.0% | 1,176 | 0.3% | Finance |
TGT Target | $2,080,269 | $981,035 ▼ | -32.0% | 11,739 | 0.2% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $1,995,251 | | 0.0% | 3,586 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,795,600 | | 0.0% | 8,538 | 0.2% | Finance |
FAF First American Financial | $1,780,402 | $622,954 ▲ | 53.8% | 29,163 | 0.2% | Finance |
FTSM First Trust Enhanced Short Maturity ETF | $1,695,796 | $23,848 ▼ | -1.4% | 28,443 | 0.2% | Manufacturing |
META Meta Platforms | $1,689,333 | $988,155 ▼ | -36.9% | 3,479 | 0.2% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $1,680,307 | | 0.0% | 19,430 | 0.2% | ETF |
V Visa | $1,627,595 | $1,111,576 ▼ | -40.6% | 5,832 | 0.2% | Financial Services |
PSTG Pure Storage | $1,604,152 | | 0.0% | 30,855 | 0.2% | Computer and Technology |
AMD Advanced Micro Devices | $1,561,239 | $1,271,733 ▼ | -44.9% | 8,650 | 0.2% | Computer and Technology |
LYB LyondellBasell Industries | $1,502,903 | $131,532 ▲ | 9.6% | 14,694 | 0.2% | Basic Materials |
TBIL US Treasury 3 Month Bill ETF | $1,502,101 | | 0.0% | 30,024 | 0.2% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $1,394,404 | $19,877 ▼ | -1.4% | 29,393 | 0.2% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,377,566 | $7,626 ▼ | -0.6% | 12,464 | 0.2% | ETF |
SO Southern | $1,354,308 | $170,454 ▼ | -11.2% | 18,878 | 0.2% | Utilities |
DOCS Doximity | $1,339,903 | | 0.0% | 49,792 | 0.2% | Medical |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $1,323,263 | $111,098 ▼ | -7.7% | 31,099 | 0.2% | ETF |
ORCL Oracle | $1,298,180 | | 0.0% | 10,335 | 0.2% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $1,280,991 | $473,752 ▲ | 58.7% | 6,676 | 0.2% | ETF |
PEP PepsiCo | $1,258,544 | $68,081 ▼ | -5.1% | 7,191 | 0.1% | Consumer Staples |
COST Costco Wholesale | $1,249,135 | $21,979 ▼ | -1.7% | 1,705 | 0.1% | Retail/Wholesale |
HES Hess | $1,183,724 | $13,738 ▼ | -1.1% | 7,755 | 0.1% | Oils/Energy |
WFC Wells Fargo & Company | $1,176,936 | $113,776 ▲ | 10.7% | 20,306 | 0.1% | Finance |
XLE Energy Select Sector SPDR Fund | $1,126,595 | $117,257 ▼ | -9.4% | 11,933 | 0.1% | ETF |
SYY Sysco | $1,055,340 | | 0.0% | 13,000 | 0.1% | Consumer Staples |
TMO Thermo Fisher Scientific | $1,051,426 | $95,320 ▲ | 10.0% | 1,809 | 0.1% | Medical |
MS Morgan Stanley | $1,051,235 | $1,612,164 ▼ | -60.5% | 11,164 | 0.1% | Finance |
VBK Vanguard Small-Cap Growth ETF | $1,045,487 | $351,972 ▲ | 50.8% | 4,010 | 0.1% | ETF |
SHW Sherwin-Williams | $1,041,990 | | 0.0% | 3,000 | 0.1% | Construction |
VTEB Vanguard Tax-Exempt Bond ETF | $1,034,669 | $108,486 ▼ | -9.5% | 20,448 | 0.1% | ETF |
ISRG Intuitive Surgical | $1,030,451 | | 0.0% | 2,582 | 0.1% | Medical |
STLD Steel Dynamics | $1,027,234 | | 0.0% | 6,930 | 0.1% | Basic Materials |
PANW Palo Alto Networks | $1,025,142 | $12,786 ▼ | -1.2% | 3,608 | 0.1% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $1,023,889 | $83,032 ▼ | -7.5% | 9,865 | 0.1% | ETF |
MDLZ Mondelez International | $1,005,970 | | 0.0% | 14,371 | 0.1% | Consumer Staples |
BAC Bank of America | $1,005,022 | $1,142,557 ▼ | -53.2% | 26,504 | 0.1% | Finance |
CMI Cummins | $973,819 | $1,473 ▼ | -0.2% | 3,305 | 0.1% | Auto/Tires/Trucks |
COP ConocoPhillips | $962,365 | $90,242 ▲ | 10.3% | 7,561 | 0.1% | Oils/Energy |
HON Honeywell International | $914,594 | | 0.0% | 4,456 | 0.1% | Multi-Sector Conglomerates |
USRT iShares Core U.S. REIT ETF | $904,486 | | 0.0% | 16,812 | 0.1% | ETF |
COF Capital One Financial | $903,316 | $269,640 ▲ | 42.6% | 6,067 | 0.1% | Finance |
KLAC KLA | $900,457 | $42,613 ▲ | 5.0% | 1,289 | 0.1% | Computer and Technology |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $880,447 | $946,104 ▼ | -51.8% | 41,986 | 0.1% | ETF |
EFX Equifax | $863,823 | $42,536 ▲ | 5.2% | 3,229 | 0.1% | Business Services |
VRP Invesco Variable Rate Preferred ETF | $849,042 | $1,857,296 ▼ | -68.6% | 35,719 | 0.1% | ETF |
TROW T. Rowe Price Group | $847,832 | $7,925 ▲ | 0.9% | 6,954 | 0.1% | Finance |
ADBE Adobe | $830,572 | $130,691 ▲ | 18.7% | 1,646 | 0.1% | Computer and Technology |
CBOE Cboe Global Markets | $816,680 | | 0.0% | 4,445 | 0.1% | Financial Services |
SYK Stryker | $805,208 | | 0.0% | 2,250 | 0.1% | Medical |
FPE First Trust Preferred Securities and Income ETF | $793,863 | $1,546,816 ▼ | -66.1% | 45,835 | 0.1% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $766,838 | $68,118 ▲ | 9.7% | 8,353 | 0.1% | ETF |
VOE Vanguard Mid-Cap Value ETF | $764,115 | $66,574 ▲ | 9.5% | 4,901 | 0.1% | ETF |
EFV iShares MSCI EAFE Value ETF | $760,730 | | 0.0% | 13,984 | 0.1% | ETF |
AEP American Electric Power | $743,121 | $133,626 ▲ | 21.9% | 8,631 | 0.1% | Utilities |
EW Edwards Lifesciences | $741,164 | $46,060 ▲ | 6.6% | 7,756 | 0.1% | Medical |
NI NiSource | $706,354 | $113,572 ▲ | 19.2% | 25,537 | 0.1% | Utilities |
PFXF VanEck Preferred Securities ex Financials ETF | $705,831 | $1,003,801 ▼ | -58.7% | 39,900 | 0.1% | ETF |
LOW Lowe's Companies | $691,592 | $1,938,241 ▼ | -73.7% | 2,715 | 0.1% | Retail/Wholesale |
BK Bank of New York Mellon | $682,452 | | 0.0% | 11,844 | 0.1% | Finance |
XLF Financial Select Sector SPDR Fund | $674,342 | | 0.0% | 16,010 | 0.1% | ETF |
ITM VanEck Intermediate Muni ETF | $670,721 | $407,893 ▼ | -37.8% | 14,421 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $670,587 | $13,676 ▲ | 2.1% | 2,844 | 0.1% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $652,138 | $312,011 ▲ | 91.7% | 6,425 | 0.1% | ETF |
ICF iShares Cohen & Steers REIT ETF | $651,145 | $313,369 ▼ | -32.5% | 11,285 | 0.1% | ETF |
LEN Lennar | $638,906 | $6,019 ▼ | -0.9% | 3,715 | 0.1% | Construction |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $626,880 | $456,968 ▼ | -42.2% | 32,633 | 0.1% | ETF |
BBWI Bath & Body Works | $624,300 | $237,745 ▲ | 61.5% | 12,481 | 0.1% | Retail/Wholesale |
VTR Ventas | $617,877 | $97,094 ▲ | 18.6% | 14,191 | 0.1% | Finance |
BLK BlackRock | $606,934 | $37,517 ▲ | 6.6% | 728 | 0.1% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $603,365 | | 0.0% | 5,233 | 0.1% | ETF |
DD DuPont de Nemours | $600,940 | $93,767 ▲ | 18.5% | 7,838 | 0.1% | Basic Materials |
KO Coca-Cola | $592,468 | $20,740 ▼ | -3.4% | 9,684 | 0.1% | Consumer Staples |
CRM Salesforce | $592,120 | $30,419 ▲ | 5.4% | 1,966 | 0.1% | Computer and Technology |
ALB Albemarle | $581,106 | $112,374 ▲ | 24.0% | 4,411 | 0.1% | Basic Materials |
EMR Emerson Electric | $575,040 | $29,489 ▼ | -4.9% | 5,070 | 0.1% | Industrial Products |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $570,388 | | 0.0% | 11,123 | 0.1% | Manufacturing |
PINS Pinterest | $570,045 | $128,765 ▲ | 29.2% | 16,442 | 0.1% | Computer and Technology |
MU Micron Technology | $567,405 | $157,030 ▼ | -21.7% | 4,813 | 0.1% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $561,308 | $206,535 ▼ | -26.9% | 8,550 | 0.1% | ETF |
GOOG Alphabet | $537,478 | $30,452 ▼ | -5.4% | 3,530 | 0.1% | Computer and Technology |
BSX Boston Scientific | $531,825 | $32,875 ▼ | -5.8% | 7,765 | 0.1% | Medical |
QQQ Invesco QQQ | $512,832 | | 0.0% | 1,155 | 0.1% | Finance |
WMT Walmart | $500,314 | $267,275 ▲ | 114.7% | 8,315 | 0.1% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $493,291 | $8,837 ▲ | 1.8% | 1,898 | 0.1% | ETF |
FCX Freeport-McMoRan | $493,287 | | 0.0% | 10,491 | 0.1% | Basic Materials |
SLB Schlumberger | $485,014 | $94,328 ▲ | 24.1% | 8,849 | 0.1% | Oils/Energy |
APD Air Products and Chemicals | $476,788 | $111,929 ▼ | -19.0% | 1,968 | 0.1% | Basic Materials |
VEEV Veeva Systems | $476,123 | $32,205 ▲ | 7.3% | 2,055 | 0.1% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $446,212 | | 0.0% | 7,190 | 0.1% | ETF |
KMX CarMax | $436,596 | $64,200 ▲ | 17.2% | 5,012 | 0.1% | Retail/Wholesale |
REGN Regeneron Pharmaceuticals | $427,346 | $52,937 ▼ | -11.0% | 444 | 0.1% | Medical |
XLI Industrial Select Sector SPDR Fund | $425,997 | | 0.0% | 3,382 | 0.1% | ETF |
CAT Caterpillar | $424,693 | | 0.0% | 1,159 | 0.1% | Industrial Products |
IXC iShares Global Energy ETF | $417,303 | | 0.0% | 9,716 | 0.0% | ETF |
GE General Electric | $410,214 | $32,824 ▼ | -7.4% | 2,337 | 0.0% | Transportation |
BA Boeing | $408,560 | $667,746 ▼ | -62.0% | 2,117 | 0.0% | Aerospace |
VGT Vanguard Information Technology ETF | $402,698 | | 0.0% | 768 | 0.0% | ETF |
IBM International Business Machines | $376,765 | $36,855 ▼ | -8.9% | 1,973 | 0.0% | Computer and Technology |
ASML ASML | $361,986 | $27,173 ▲ | 8.1% | 373 | 0.0% | Computer and Technology |
FANG Diamondback Energy | $360,274 | $64,009 ▲ | 21.6% | 1,818 | 0.0% | Oils/Energy |
GPN Global Payments | $348,452 | $100,780 ▲ | 40.7% | 2,607 | 0.0% | Business Services |
TOL Toll Brothers | $347,359 | $9,056 ▼ | -2.5% | 2,685 | 0.0% | Construction |
FDX FedEx | $337,257 | | 0.0% | 1,164 | 0.0% | Transportation |
BRK.B Berkshire Hathaway | $335,575 | $271,235 ▼ | -44.7% | 798 | 0.0% | Finance |
DHR Danaher | $328,882 | $38,207 ▲ | 13.1% | 1,317 | 0.0% | Multi-Sector Conglomerates |
STZ Constellation Brands | $320,677 | $62,233 ▲ | 24.1% | 1,180 | 0.0% | Consumer Staples |
WBD Warner Bros. Discovery | $320,086 | $45,579 ▲ | 16.6% | 36,665 | 0.0% | Consumer Discretionary |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $316,318 | $484,151 ▼ | -60.5% | 15,483 | 0.0% | ETF |
KMB Kimberly-Clark | $313,674 | | 0.0% | 2,425 | 0.0% | Consumer Staples |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $302,808 | | 0.0% | 9,263 | 0.0% | ETF |
APTV Aptiv | $295,502 | $40,781 ▲ | 16.0% | 3,710 | 0.0% | Business Services |
NOC Northrop Grumman | $291,265 | $3,826 ▼ | -1.3% | 609 | 0.0% | Aerospace |
IWS iShares Russell Mid-Cap Value ETF | $284,500 | | 0.0% | 2,270 | 0.0% | ETF |
EOG EOG Resources | $283,933 | $283,933 ▲ | New Holding | 2,221 | 0.0% | Oils/Energy |
ADP Automatic Data Processing | $274,714 | | 0.0% | 1,100 | 0.0% | Business Services |
RTX RTX | $264,096 | | 0.0% | 2,708 | 0.0% | Aerospace |
TSM Taiwan Semiconductor Manufacturing | $261,353 | $261,353 ▲ | New Holding | 1,921 | 0.0% | Computer and Technology |
IWR iShares Russell Mid-Cap ETF | $254,625 | | 0.0% | 3,028 | 0.0% | ETF |
HDV iShares Core High Dividend ETF | $246,650 | $14,327 ▼ | -5.5% | 2,238 | 0.0% | ETF |
FBIZ First Business Financial Services | $242,298 | $1,575 ▲ | 0.7% | 6,461 | 0.0% | Finance |
SBUX Starbucks | $234,690 | $91,847 ▼ | -28.1% | 2,568 | 0.0% | Retail/Wholesale |
DUK Duke Energy | $226,012 | $25,241 ▼ | -10.0% | 2,337 | 0.0% | Utilities |
SHY iShares 1-3 Year Treasury Bond ETF | $221,624 | | 0.0% | 2,710 | 0.0% | Manufacturing |
WSO Watsco | $220,305 | $3,997,456 ▼ | -94.8% | 510 | 0.0% | Construction |
CMG Chipotle Mexican Grill | $218,008 | $218,008 ▲ | New Holding | 75 | 0.0% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $216,141 | | 0.0% | 1,361 | 0.0% | ETF |
STAG STAG Industrial | $214,188 | $513,598 ▼ | -70.6% | 5,572 | 0.0% | Finance |
GS The Goldman Sachs Group | $213,858 | $726,365 ▼ | -77.3% | 512 | 0.0% | Finance |
EEM iShares MSCI Emerging Markets ETF | $209,508 | | 0.0% | 5,100 | 0.0% | Finance |
PFG Principal Financial Group | $208,008 | $45,917 ▼ | -18.1% | 2,410 | 0.0% | Finance |
SCHD Schwab US Dividend Equity ETF | $207,381 | $207,381 ▲ | New Holding | 2,572 | 0.0% | ETF |
TRV Travelers Companies | $205,976 | $205,976 ▲ | New Holding | 895 | 0.0% | Finance |
PKG Packaging Co. of America | $204,014 | $5,377,429 ▼ | -96.3% | 1,075 | 0.0% | Industrial Products |
IHI iShares U.S. Medical Devices ETF | $200,906 | $200,906 ▲ | New Holding | 3,429 | 0.0% | ETF |
SAN Banco Santander | $165,543 | | 0.0% | 34,203 | 0.0% | Finance |
NFLX Netflix | $0 | $987,393 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
TUA Simplify Short Term Treasury Futures Strategy ETF | $0 | $821,825 ▼ | -100.0% | 0 | 0.0% | ETF |
GM General Motors | $0 | $566,818 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
STWD Starwood Property Trust | $0 | $507,781 ▼ | -100.0% | 0 | 0.0% | Finance |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $0 | $435,442 ▼ | -100.0% | 0 | 0.0% | ETF |
WBA Walgreens Boots Alliance | $0 | $429,275 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
KEY KeyCorp | $0 | $324,360 ▼ | -100.0% | 0 | 0.0% | Finance |
TLT iShares 20+ Year Treasury Bond ETF | $0 | $297,629 ▼ | -100.0% | 0 | 0.0% | ETF |
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund | $0 | $292,682 ▼ | -100.0% | 0 | 0.0% | ETF |
NVO Novo Nordisk A/S | $0 | $289,660 ▼ | -100.0% | 0 | 0.0% | Medical |
BX Blackstone | $0 | $274,409 ▼ | -100.0% | 0 | 0.0% | Finance |
F Ford Motor | $0 | $246,287 ▼ | -100.0% | 0 | 0.0% | Consumer Cyclical |
NEM Newmont | $0 | $226,900 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
SUB iShares Short-Term National Muni Bond ETF | $0 | $201,794 ▼ | -100.0% | 0 | 0.0% | ETF |
