SPY SPDR S&P 500 ETF Trust | $16,116 | $1,342 ▲ | 9.1% | 30,808 | 8.2% | Finance |
MSFT Microsoft | $7,882 | $16 ▼ | -0.2% | 18,735 | 4.0% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $7,710 | $576 ▲ | 8.1% | 45,520 | 3.9% | ETF |
IWM iShares Russell 2000 ETF | $6,115 | $7 ▲ | 0.1% | 29,077 | 3.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $5,812 | $100 ▲ | 1.8% | 78,308 | 3.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $5,663 | $622 ▲ | 12.3% | 109,750 | 2.9% | Manufacturing |
FPE First Trust Preferred Securities and Income ETF | $3,722 | $23 ▲ | 0.6% | 214,872 | 1.9% | ETF |
JPM JPMorgan Chase & Co. | $3,692 | $17 ▼ | -0.4% | 18,433 | 1.9% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,688 | $420 ▲ | 12.8% | 71,928 | 1.9% | Manufacturing |
FTSL First Trust Senior Loan ETF | $3,453 | $612 ▼ | -15.1% | 74,730 | 1.8% | Manufacturing |
AAPL Apple | $3,231 | $143 ▲ | 4.6% | 18,840 | 1.6% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $3,015 | $18 ▲ | 0.6% | 5,736 | 1.5% | ETF |
AMZN Amazon.com | $2,909 | $163 ▲ | 5.9% | 16,127 | 1.5% | Retail/Wholesale |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,859 | $325 ▲ | 12.8% | 148,230 | 1.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,700 | $932 ▼ | -25.7% | 36,909 | 1.4% | ETF |
WMT Walmart | $2,621 | $1,736 ▲ | 196.1% | 43,567 | 1.3% | Retail/Wholesale |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $2,571 | $5 ▼ | -0.2% | 27,499 | 1.3% | ETF |
GS The Goldman Sachs Group | $2,513 | $44 ▼ | -1.7% | 6,016 | 1.3% | Finance |
PEP PepsiCo | $2,458 | $43 ▼ | -1.7% | 14,040 | 1.2% | Consumer Staples |
HD Home Depot | $2,403 | $52 ▼ | -2.1% | 6,264 | 1.2% | Retail/Wholesale |
CSX CSX | $2,329 | $39 ▼ | -1.6% | 62,838 | 1.2% | Transportation |
VNQ Vanguard Real Estate ETF | $2,043 | $47 ▼ | -2.2% | 23,619 | 1.0% | ETF |
JNJ Johnson & Johnson | $2,033 | $5 ▲ | 0.2% | 12,850 | 1.0% | Medical |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,951 | $44 ▲ | 2.3% | 97,190 | 1.0% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,938 | $15 ▼ | -0.7% | 59,308 | 1.0% | Finance |
FICO Fair Isaac | $1,924 | $62 ▼ | -3.1% | 1,540 | 1.0% | Computer and Technology |
V Visa | $1,864 | $53 ▼ | -2.8% | 6,677 | 0.9% | Business Services |
SCHA Schwab US Small-Cap ETF | $1,796 | $19 ▲ | 1.0% | 36,474 | 0.9% | ETF |
WM Waste Management | $1,770 | $11 ▼ | -0.6% | 8,302 | 0.9% | Business Services |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,766 | $26 ▲ | 1.5% | 91,920 | 0.9% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,732 | $453 ▼ | -20.7% | 84,771 | 0.9% | ETF |
ICE Intercontinental Exchange | $1,713 | $20 ▼ | -1.2% | 12,466 | 0.9% | Finance |
XOM Exxon Mobil | $1,650 | $8 ▼ | -0.5% | 14,198 | 0.8% | Oils/Energy |
ITW Illinois Tool Works | $1,648 | $33 ▼ | -1.9% | 6,141 | 0.8% | Industrial Products |
IBM International Business Machines | $1,633 | $140 ▲ | 9.4% | 8,549 | 0.8% | Computer and Technology |
CVX Chevron | $1,616 | $3 ▼ | -0.2% | 10,243 | 0.8% | Oils/Energy |
AMGN Amgen | $1,581 | $10 ▼ | -0.6% | 5,561 | 0.8% | Medical |
TT Trane Technologies | $1,579 | $59 ▼ | -3.6% | 5,260 | 0.8% | Business Services |
SYK Stryker | $1,563 | $11 ▲ | 0.7% | 4,368 | 0.8% | Medical |
GOOGL Alphabet | $1,556 | $356 ▼ | -18.6% | 10,307 | 0.8% | Computer and Technology |
SCHW Charles Schwab | $1,532 | $13 ▲ | 0.8% | 21,176 | 0.8% | Finance |
SCHF Schwab International Equity ETF | $1,521 | $14 ▼ | -0.9% | 38,971 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $1,500 | $12 ▼ | -0.8% | 6,004 | 0.8% | ETF |
SCHX Schwab US Large-Cap ETF | $1,449 | $122 ▲ | 9.2% | 23,341 | 0.7% | ETF |
BAC Bank of America | $1,348 | $15 ▼ | -1.1% | 35,552 | 0.7% | Finance |
HBAN Huntington Bancshares | $1,294 | $191 ▲ | 17.3% | 92,755 | 0.7% | Finance |
ADP Automatic Data Processing | $1,291 | | 0.0% | 5,168 | 0.7% | Business Services |
INTC Intel | $1,199 | $652 ▼ | -35.2% | 27,144 | 0.6% | Computer and Technology |
CAT Caterpillar | $1,183 | $92 ▼ | -7.2% | 3,228 | 0.6% | Industrial Products |
ABT Abbott Laboratories | $1,179 | $32 ▼ | -2.6% | 10,369 | 0.6% | Medical |
PG Procter & Gamble | $1,177 | $2 ▲ | 0.1% | 7,252 | 0.6% | Consumer Staples |
MDLZ Mondelez International | $1,108 | $20 ▼ | -1.7% | 15,822 | 0.6% | Consumer Staples |
CSCO Cisco Systems | $1,077 | $3 ▲ | 0.3% | 21,579 | 0.5% | Computer and Technology |
MRK Merck & Co., Inc. | $1,061 | $109 ▲ | 11.4% | 8,040 | 0.5% | Medical |
EW Edwards Lifesciences | $1,020 | $24 ▼ | -2.3% | 10,676 | 0.5% | Medical |
JCI Johnson Controls International | $1,011 | $35 ▼ | -3.3% | 15,473 | 0.5% | Industrial Products |
EFA iShares MSCI EAFE ETF | $975 | $11 ▼ | -1.1% | 12,208 | 0.5% | Finance |
CRWD CrowdStrike | $971 | $284 ▼ | -22.6% | 3,030 | 0.5% | Computer and Technology |
NEE NextEra Energy | $958 | $16 ▼ | -1.7% | 14,989 | 0.5% | Utilities |
AMD Advanced Micro Devices | $957 | $2 ▼ | -0.2% | 5,300 | 0.5% | Computer and Technology |
ETN Eaton | $946 | $29 ▲ | 3.1% | 3,027 | 0.5% | Industrial Products |
ABBV AbbVie | $935 | $24 ▲ | 2.6% | 5,136 | 0.5% | Medical |
LMT Lockheed Martin | $921 | $91 ▼ | -9.0% | 2,024 | 0.5% | Aerospace |
QCOM QUALCOMM | $903 | $903 ▲ | New Holding | 5,333 | 0.5% | Computer and Technology |
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $900 | $32 ▼ | -3.5% | 45,542 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $900 | $21 ▲ | 2.4% | 21,552 | 0.5% | ETF |
PYPL PayPal | $898 | $816 ▼ | -47.6% | 13,401 | 0.5% | Computer and Technology |
TMO Thermo Fisher Scientific | $872 | | 0.0% | 1,500 | 0.4% | Medical |
LLY Eli Lilly and Company | $857 | $14 ▲ | 1.7% | 1,102 | 0.4% | Medical |
XLI Industrial Select Sector SPDR Fund | $852 | $223 ▲ | 35.5% | 6,762 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $830 | $40 ▼ | -4.6% | 16,090 | 0.4% | ETF |
NVDA NVIDIA | $804 | $804 ▲ | New Holding | 890 | 0.4% | Computer and Technology |
ONTO Onto Innovation | $800 | $318 ▼ | -28.4% | 4,420 | 0.4% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $796 | $96 ▲ | 13.7% | 1,430 | 0.4% | ETF |
ETD Ethan Allen Interiors | $783 | $19 ▼ | -2.4% | 22,646 | 0.4% | Retail/Wholesale |
FTNT Fortinet | $777 | $777 ▲ | New Holding | 11,380 | 0.4% | Computer and Technology |
AXP American Express | $764 | $8 ▲ | 1.0% | 3,355 | 0.4% | Finance |
WMB Williams Companies | $757 | $6 ▼ | -0.8% | 19,415 | 0.4% | Oils/Energy |
SCHC Schwab International Small-Cap Equity ETF | $701 | $14 ▼ | -2.0% | 19,578 | 0.4% | ETF |
KBE SPDR S&P Bank ETF | $696 | $3 ▲ | 0.5% | 14,780 | 0.4% | ETF |
IWB iShares Russell 1000 ETF | $675 | | 0.0% | 2,342 | 0.3% | ETF |
TXN Texas Instruments | $657 | $5 ▲ | 0.7% | 3,769 | 0.3% | Computer and Technology |
COP ConocoPhillips | $648 | $4 ▲ | 0.6% | 5,088 | 0.3% | Oils/Energy |
XLB Materials Select Sector SPDR Fund | $640 | $286 ▲ | 80.6% | 6,888 | 0.3% | ETF |
SHOP Shopify | $629 | $285 ▲ | 82.6% | 8,155 | 0.3% | Computer and Technology |
META Meta Platforms | $626 | $2 ▲ | 0.4% | 1,290 | 0.3% | Computer and Technology |
BCC Boise Cascade | $626 | $626 ▲ | New Holding | 4,080 | 0.3% | Construction |
SCHM Schwab U.S. Mid-Cap ETF | $619 | $1 ▲ | 0.1% | 7,605 | 0.3% | ETF |
KO Coca-Cola | $614 | $19 ▼ | -3.0% | 10,031 | 0.3% | Consumer Staples |
WRB W. R. Berkley | $607 | $173 ▲ | 39.8% | 6,867 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $604 | $5 ▼ | -0.9% | 2,902 | 0.3% | ETF |
AMAT Applied Materials | $598 | $2 ▲ | 0.3% | 2,900 | 0.3% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $578 | $19 ▼ | -3.2% | 22,909 | 0.3% | ETF |
OC Owens Corning | $575 | $177 ▲ | 44.4% | 3,445 | 0.3% | Construction |
WFC Wells Fargo & Company | $555 | | 0.0% | 9,580 | 0.3% | Finance |
PINS Pinterest | $536 | $266 ▼ | -33.1% | 15,460 | 0.3% | Computer and Technology |
MET MetLife | $535 | $535 ▲ | New Holding | 7,225 | 0.3% | Finance |
DUK Duke Energy | $506 | | 0.0% | 5,236 | 0.3% | Utilities |
GLD SPDR Gold Shares | $503 | $283 ▲ | 128.3% | 2,447 | 0.3% | Finance |
PFE Pfizer | $500 | $7 ▼ | -1.4% | 18,001 | 0.3% | Medical |
ELV Elevance Health | $499 | $14 ▲ | 2.9% | 962 | 0.3% | Medical |
GOOG Alphabet | $483 | | 0.0% | 3,174 | 0.2% | Computer and Technology |
CRM Salesforce | $483 | $483 ▲ | New Holding | 1,603 | 0.2% | Computer and Technology |
DON WisdomTree U.S. MidCap Dividend Fund | $476 | $8 ▲ | 1.7% | 9,760 | 0.2% | Finance |
BK Bank of New York Mellon | $471 | $185 ▲ | 64.9% | 8,170 | 0.2% | Finance |
MPC Marathon Petroleum | $464 | $14 ▲ | 3.0% | 2,301 | 0.2% | Oils/Energy |
BMY Bristol-Myers Squibb | $459 | $19 ▼ | -4.0% | 8,464 | 0.2% | Medical |
MAR Marriott International | $456 | $137 ▲ | 43.2% | 1,808 | 0.2% | Consumer Discretionary |
EMLP First Trust North American Energy Infrastructure Fund | $451 | | 0.0% | 15,270 | 0.2% | ETF |
WDAY Workday | $436 | $394 ▼ | -47.5% | 1,600 | 0.2% | Computer and Technology |
OEF iShares S&P 100 ETF | $421 | | 0.0% | 1,700 | 0.2% | ETF |
DIS Walt Disney | $419 | | 0.0% | 3,425 | 0.2% | Consumer Discretionary |
DE Deere & Company | $415 | | 0.0% | 1,010 | 0.2% | Industrial Products |
SCHD Schwab US Dividend Equity ETF | $414 | $8 ▲ | 2.0% | 5,133 | 0.2% | ETF |
TPH Tri Pointe Homes | $411 | $411 ▲ | New Holding | 10,620 | 0.2% | Construction |
MDT Medtronic | $405 | $22 ▼ | -5.1% | 4,644 | 0.2% | Medical |
CMF iShares California Muni Bond ETF | $401 | $401 ▲ | New Holding | 6,962 | 0.2% | ETF |
GE General Electric | $396 | $9 ▲ | 2.3% | 2,254 | 0.2% | Transportation |
XLE Energy Select Sector SPDR Fund | $387 | $48 ▼ | -11.1% | 4,094 | 0.2% | ETF |
ORCL Oracle | $386 | $64 ▼ | -14.2% | 3,072 | 0.2% | Computer and Technology |
BSX Boston Scientific | $378 | $47 ▲ | 14.2% | 5,522 | 0.2% | Medical |
MNST Monster Beverage | $363 | $2 ▲ | 0.5% | 6,118 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $354 | $8 ▲ | 2.4% | 1,939 | 0.2% | ETF |
TRV Travelers Companies | $350 | | 0.0% | 1,522 | 0.2% | Finance |
UNH UnitedHealth Group | $326 | | 0.0% | 658 | 0.2% | Medical |
MCK McKesson | $325 | $16 ▼ | -4.7% | 605 | 0.2% | Medical |
XLV Health Care Select Sector SPDR Fund | $316 | $15 ▼ | -4.5% | 2,138 | 0.2% | ETF |
PHM PulteGroup | $316 | $316 ▲ | New Holding | 2,620 | 0.2% | Construction |
PWR Quanta Services | $314 | | 0.0% | 1,209 | 0.2% | Construction |
XLF Financial Select Sector SPDR Fund | $309 | $52 ▼ | -14.4% | 7,333 | 0.2% | ETF |
MRVL Marvell Technology | $305 | $305 ▲ | New Holding | 4,305 | 0.2% | Business Services |
MCD McDonald's | $302 | $70 ▼ | -18.8% | 1,070 | 0.2% | Retail/Wholesale |
COST Costco Wholesale | $292 | $13 ▲ | 4.7% | 398 | 0.1% | Retail/Wholesale |
DLTR Dollar Tree | $269 | $17 ▼ | -6.0% | 2,018 | 0.1% | Retail/Wholesale |
PAYX Paychex | $268 | $20 ▼ | -6.8% | 2,180 | 0.1% | Business Services |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $266 | $18 ▼ | -6.5% | 5,800 | 0.1% | Finance |
SHW Sherwin-Williams | $260 | | 0.0% | 750 | 0.1% | Construction |
IHG InterContinental Hotels Group | $257 | $257 ▲ | New Holding | 2,437 | 0.1% | Consumer Discretionary |
MHO M/I Homes | $254 | $7 ▲ | 2.8% | 1,860 | 0.1% | Construction |
VYM Vanguard High Dividend Yield ETF | $251 | $251 ▲ | New Holding | 2,075 | 0.1% | ETF |
IRM Iron Mountain | $249 | $249 ▲ | New Holding | 3,110 | 0.1% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $243 | $243 ▲ | New Holding | 4,001 | 0.1% | ETF |
HCA HCA Healthcare | $236 | $33 ▼ | -12.4% | 708 | 0.1% | Medical |
DTE DTE Energy | $234 | | 0.0% | 2,088 | 0.1% | Utilities |
SCHG Schwab U.S. Large-Cap Growth ETF | $234 | $0 ▲ | 0.1% | 2,521 | 0.1% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $234 | $0 ▲ | 0.1% | 3,080 | 0.1% | ETF |
RSG Republic Services | $227 | $227 ▲ | New Holding | 1,185 | 0.1% | Business Services |
IWR iShares Russell Mid-Cap ETF | $227 | $227 ▲ | New Holding | 2,700 | 0.1% | ETF |
DOCU DocuSign | $227 | $1 ▲ | 0.2% | 3,809 | 0.1% | Business Services |
MSI Motorola Solutions | $213 | $213 ▲ | New Holding | 600 | 0.1% | Computer and Technology |
AIG American International Group | $211 | $211 ▲ | New Holding | 2,700 | 0.1% | Finance |
C Citigroup | $202 | $202 ▲ | New Holding | 3,189 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $202 | $202 ▲ | New Holding | 600 | 0.1% | ETF |
ADBE Adobe | $0 | $1,040 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
MMM 3M | $0 | $529 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
EME EMCOR Group | $0 | $378 ▼ | -100.0% | 0 | 0.0% | Construction |
DBX Dropbox | $0 | $262 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
PCOR Procore Technologies | $0 | $241 ▼ | -100.0% | 0 | 0.0% | Business Services |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | $0 | $200 ▼ | -100.0% | 0 | 0.0% | Finance |
