SPY SPDR S&P 500 ETF Trust | $345,759,593 | $3,316,786 ▼ | -1.0% | 661,020 | 26.2% | Finance |
IVV iShares Core S&P 500 ETF | $154,185,643 | $2,009,341 ▼ | -1.3% | 293,279 | 11.7% | ETF |
ADVISOR MANAGED PORTFOLIOS
| $125,215,818 | $486,097 ▲ | 0.4% | 4,751,068 | 9.5% | SOUNDWATCH HEDGD |
QQQ Invesco QQQ | $88,609,805 | $1,311,606 ▼ | -1.5% | 199,567 | 6.7% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $45,326,707 | $1,190,726 ▲ | 2.7% | 504,190 | 3.4% | ETF |
AAPL Apple | $33,087,270 | $26,414,805 ▼ | -44.4% | 192,951 | 2.5% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $31,913,825 | $267,233 ▲ | 0.8% | 194,182 | 2.4% | ETF |
IYW iShares U.S. Technology ETF | $26,885,280 | $867,489 ▲ | 3.3% | 199,062 | 2.0% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $24,988,078 | $1,840,302 ▲ | 8.0% | 309,910 | 1.9% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $22,250,770 | $433,855 ▲ | 2.0% | 528,145 | 1.7% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $18,417,242 | $1,026,105 ▲ | 5.9% | 316,938 | 1.4% | ETF |
NVDA NVIDIA | $18,300,924 | $791,528 ▼ | -4.1% | 20,254 | 1.4% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $17,041,737 | $26,919 ▲ | 0.2% | 35,452 | 1.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $13,168,972 | $301,434 ▲ | 2.3% | 142,029 | 1.0% | ETF |
FVD First Trust Value Line Dividend Index Fund | $12,843,082 | $453,424 ▼ | -3.4% | 304,122 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $12,786,398 | $1,054,582 ▲ | 9.0% | 115,693 | 1.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $11,322,550 | $126,338 ▲ | 1.1% | 195,015 | 0.9% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $11,257,070 | $119,968 ▼ | -1.1% | 111,006 | 0.9% | ETF |
MSFT Microsoft | $10,482,046 | $21,738,203 ▼ | -67.5% | 24,915 | 0.8% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $9,172,743 | $307,889 ▼ | -3.2% | 69,893 | 0.7% | ETF |
XLK Technology Select Sector SPDR Fund | $8,889,044 | $212,021 ▲ | 2.4% | 42,680 | 0.7% | ETF |
QQQM Invesco NASDAQ 100 ETF | $8,216,713 | $75,817 ▲ | 0.9% | 44,976 | 0.6% | ETF |
IWY iShares Russell Top 200 Growth ETF | $7,943,417 | $699,426 ▲ | 9.7% | 40,715 | 0.6% | ETF |
DSTL Distillate U.S. Fundamental Stability & Value ETF | $7,857,377 | $1,175,022 ▲ | 17.6% | 145,750 | 0.6% | ETF |
CSM ProShares Large Cap Core Plus | $7,734,081 | $337,210 ▼ | -4.2% | 127,338 | 0.6% | ETF |
ACGL Arch Capital Group | $7,117,418 | $718,813 ▲ | 11.2% | 76,995 | 0.5% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $7,090,656 | $121,348 ▼ | -1.7% | 72,398 | 0.5% | Finance |
AMZN Amazon.com | $6,342,702 | $22,982,757 ▼ | -78.4% | 35,163 | 0.5% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $6,199,954 | | 0.0% | 25,859 | 0.5% | ETF |
SMOT VanEck Morningstar SMID Moat ETF | $6,182,811 | $1,275,543 ▲ | 26.0% | 181,261 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $5,929,753 | $1,369,213 ▼ | -18.8% | 14,101 | 0.4% | Finance |
SMH VanEck Semiconductor ETF | $5,904,540 | $704,882 ▲ | 13.6% | 26,244 | 0.4% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $5,878,983 | $3,896,402 ▼ | -39.9% | 17,442 | 0.4% | ETF |
ESGV Vanguard ESG US Stock ETF | $5,480,131 | $630,337 ▼ | -10.3% | 58,806 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,253,216 | $222,572 ▼ | -4.1% | 62,853 | 0.4% | ETF |
JMUB JPMorgan Municipal ETF | $5,026,306 | $103,256 ▲ | 2.1% | 99,060 | 0.4% | ETF |
BND Vanguard Total Bond Market ETF | $4,919,395 | $206,343 ▲ | 4.4% | 67,732 | 0.4% | ETF |
IGM iShares Expanded Tech Sector ETF | $4,875,333 | $4,032,500 ▲ | 478.4% | 56,572 | 0.4% | ETF |
PEG Public Service Enterprise Group | $4,647,355 | $68,211 ▼ | -1.4% | 69,427 | 0.4% | Utilities |
GOOGL Alphabet | $4,041,453 | $3,181,454 ▼ | -44.0% | 26,777 | 0.3% | Computer and Technology |
IXJ iShares Global Healthcare ETF | $3,958,734 | $34,186 ▲ | 0.9% | 42,498 | 0.3% | ETF |
VUG Vanguard Growth ETF | $3,765,608 | $743,828 ▲ | 24.6% | 10,940 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $3,519,035 | $173,413 ▲ | 5.2% | 46,085 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $3,027,045 | $813,259 ▲ | 36.7% | 5,773 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,020,849 | $159,847 ▲ | 5.6% | 20,448 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $3,000,697 | $833,559 ▼ | -21.7% | 10,418 | 0.2% | ETF |
WFC Wells Fargo & Company | $2,852,655 | $2,857,813 ▼ | -50.0% | 49,218 | 0.2% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $2,748,863 | $2,196,066 ▲ | 397.3% | 45,256 | 0.2% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,710,354 | $44,162 ▼ | -1.6% | 35,351 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,553,591 | $28,624 ▲ | 1.1% | 15,077 | 0.2% | ETF |
VTV Vanguard Value ETF | $2,542,245 | $884,167 ▲ | 53.3% | 15,610 | 0.2% | ETF |
UNH UnitedHealth Group | $2,502,929 | $15,832 ▲ | 0.6% | 5,059 | 0.2% | Medical |
MRK Merck & Co., Inc. | $2,428,378 | $78,801 ▼ | -3.1% | 18,305 | 0.2% | Medical |
XLI Industrial Select Sector SPDR Fund | $2,219,037 | $174,581 ▲ | 8.5% | 17,617 | 0.2% | ETF |
GS The Goldman Sachs Group | $2,190,784 | $178,354 ▼ | -7.5% | 5,245 | 0.2% | Finance |
VXF Vanguard Extended Market ETF | $2,155,120 | | 0.0% | 12,296 | 0.2% | ETF |
META Meta Platforms | $2,100,294 | $15,054 ▲ | 0.7% | 4,325 | 0.2% | Computer and Technology |
VCR Vanguard Consumer Discretionary ETF | $2,081,132 | $1,271 ▲ | 0.1% | 6,550 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,044,089 | $402,533 ▼ | -16.5% | 5,139 | 0.2% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $2,009,978 | $85,355 ▼ | -4.1% | 19,192 | 0.2% | ETF |
SHOP Shopify | $2,000,632 | $10,418 ▲ | 0.5% | 25,925 | 0.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $1,951,761 | $932,815 ▼ | -32.3% | 9,744 | 0.1% | Finance |
FDG American CenturyFocused Dynamic Growth ETF | $1,945,545 | $200,759 ▼ | -9.4% | 23,549 | 0.1% | ETF |
IXN iShares Global Tech ETF | $1,901,296 | $4,863 ▼ | -0.3% | 25,415 | 0.1% | ETF |
XLC Communication Services Select Sector SPDR Fund | $1,887,898 | $357,018 ▲ | 23.3% | 23,119 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,847,889 | $491,677 ▼ | -21.0% | 8,787 | 0.1% | Finance |
GOOG Alphabet | $1,826,511 | $6,368,579 ▼ | -77.7% | 11,996 | 0.1% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $1,825,763 | $34,791 ▲ | 1.9% | 43,347 | 0.1% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,755,146 | $68,078 ▼ | -3.7% | 31,247 | 0.1% | Manufacturing |
QQQJ Invesco NASDAQ Next Gen 100 ETF | $1,617,214 | $381,262 ▼ | -19.1% | 55,940 | 0.1% | Manufacturing |
TIP iShares TIPS Bond ETF | $1,595,795 | $119,118 ▼ | -6.9% | 14,857 | 0.1% | ETF |
JNJ Johnson & Johnson | $1,586,717 | $788,138 ▼ | -33.2% | 10,030 | 0.1% | Medical |
XLE Energy Select Sector SPDR Fund | $1,570,508 | $185,043 ▼ | -10.5% | 16,635 | 0.1% | ETF |
AMD Advanced Micro Devices | $1,543,550 | $39,347 ▲ | 2.6% | 8,552 | 0.1% | Computer and Technology |
VFH Vanguard Financials ETF | $1,509,433 | $431,471 ▲ | 40.0% | 14,742 | 0.1% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,471,783 | $2,640,611 ▼ | -64.2% | 25,437 | 0.1% | ETF |
ONEQ Fidelity NASDAQ Composite Index ETF | $1,437,173 | $9,467 ▼ | -0.7% | 22,316 | 0.1% | ETF |
HD Home Depot | $1,349,071 | $204,068 ▼ | -13.1% | 3,517 | 0.1% | Retail/Wholesale |
ADBE Adobe | $1,339,208 | $505 ▼ | 0.0% | 2,654 | 0.1% | Computer and Technology |
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | $1,319,756 | $295,380 ▼ | -18.3% | 26,388 | 0.1% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $1,262,148 | $9,506 ▲ | 0.8% | 8,099 | 0.1% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $1,158,324 | $110,365 ▼ | -8.7% | 23,751 | 0.1% | Finance |
NFLX Netflix | $1,156,356 | $118,429 ▲ | 11.4% | 1,904 | 0.1% | Consumer Discretionary |
CVX Chevron | $1,141,432 | $2,717,447 ▼ | -70.4% | 7,236 | 0.1% | Oils/Energy |
BX Blackstone | $1,120,496 | $55,177 ▼ | -4.7% | 8,529 | 0.1% | Finance |
SHY iShares 1-3 Year Treasury Bond ETF | $1,118,642 | $11,204 ▼ | -1.0% | 13,679 | 0.1% | Manufacturing |
XOM Exxon Mobil | $1,105,919 | $51,611 ▼ | -4.5% | 9,514 | 0.1% | Oils/Energy |
TM Toyota Motor | $1,087,761 | | 0.0% | 4,322 | 0.1% | Auto/Tires/Trucks |
IWD iShares Russell 1000 Value ETF | $1,083,099 | $2,917,937 ▼ | -72.9% | 6,047 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $1,057,170 | | 0.0% | 9,825 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,040,408 | $39,530 ▲ | 3.9% | 13,028 | 0.1% | Finance |
CBZ CBIZ | $1,039,811 | | 0.0% | 13,246 | 0.1% | Business Services |
T AT&T | $1,026,679 | $11,194 ▼ | -1.1% | 58,334 | 0.1% | Computer and Technology |
AVGO Broadcom | $1,008,593 | $236,223 ▼ | -19.0% | 760 | 0.1% | Computer and Technology |
SHUS Syntax Stratified U.S. Total Market Hedged ETF | $989,413 | | 0.0% | 23,547 | 0.1% | ETF |
IBM International Business Machines | $958,074 | $3,677,996 ▼ | -79.3% | 5,017 | 0.1% | Computer and Technology |
V Visa | $957,523 | $1,166,554 ▼ | -54.9% | 3,431 | 0.1% | Business Services |
JQUA JPMorgan US Quality Factor ETF | $944,459 | $33,625 ▼ | -3.4% | 17,864 | 0.1% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $944,076 | | 0.0% | 8,188 | 0.1% | ETF |
DIS Walt Disney | $931,101 | $268,930 ▼ | -22.4% | 7,610 | 0.1% | Consumer Discretionary |
