JEPI JPMorgan Equity Premium Income ETF | $19,760,649 | $760,994 ▲ | 4.0% | 347,593 | 5.1% | ETF |
CGDV Capital Group Dividend Value ETF | $15,504,336 | $892,830 ▲ | 6.1% | 392,614 | 4.0% | ETF |
FVD First Trust Value Line Dividend Index Fund | $10,777,770 | $224 ▲ | 0.0% | 241,113 | 2.8% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $10,118,866 | $437,919 ▲ | 4.5% | 186,009 | 2.6% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $9,451,845 | $1,426,630 ▲ | 17.8% | 356,136 | 2.4% | ETF |
AAPL Apple | $7,833,856 | $1,248,058 ▲ | 19.0% | 38,182 | 2.0% | Computer and Technology |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $7,243,073 | $1,006,395 ▲ | 16.1% | 205,303 | 1.9% | ETF |
MSFT Microsoft | $6,864,665 | $1,279,819 ▲ | 22.9% | 13,801 | 1.8% | Computer and Technology |
NVDA NVIDIA | $5,565,009 | $911,123 ▲ | 19.6% | 35,224 | 1.4% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $5,516,232 | $168,033 ▲ | 3.1% | 26,952 | 1.4% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $5,035,255 | $1,252,859 ▲ | 33.1% | 99,354 | 1.3% | ETF |
AMZN Amazon.com | $4,933,862 | $222,023 ▲ | 4.7% | 22,489 | 1.3% | Retail/Wholesale |
CGGR Capital Group Growth ETF | $4,388,394 | $968,198 ▲ | 28.3% | 107,956 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $4,056,565 | $177,151 ▲ | 4.6% | 22,189 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,937,825 | $540,655 ▼ | -12.1% | 6,373 | 1.0% | Finance |
USVM VictoryShares US Small Mid Cap Value Momentum ETF | $3,887,972 | $98,846 ▼ | -2.5% | 46,335 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $3,811,486 | $945,116 ▲ | 33.0% | 13,147 | 1.0% | Finance |
DGRO iShares Core Dividend Growth ETF | $3,564,562 | $289,070 ▲ | 8.8% | 55,749 | 0.9% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $3,526,736 | $1,018,252 ▼ | -22.4% | 48,517 | 0.9% | ETF |
VTV Vanguard Value ETF | $3,385,476 | $231,354 ▲ | 7.3% | 19,155 | 0.9% | ETF |
JAAA Janus Henderson AAA CLO ETF | $3,058,817 | $298,056 ▲ | 10.8% | 60,272 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $2,969,109 | $359,497 ▼ | -10.8% | 4,782 | 0.8% | ETF |
V Visa | $2,934,574 | $18,463 ▼ | -0.6% | 8,265 | 0.8% | Business Services |
TSLA Tesla | $2,902,459 | $519,374 ▲ | 21.8% | 9,137 | 0.8% | Auto/Tires/Trucks |
CALAMOS ETF TR
| $2,556,297 | $53,089 ▲ | 2.1% | 89,802 | 0.7% | CEF INCOME & ARB |
LECO Lincoln Electric | $2,453,520 | $1,990,556 ▲ | 430.0% | 11,834 | 0.6% | Industrials |
META Meta Platforms | $2,396,195 | $96,704 ▲ | 4.2% | 3,246 | 0.6% | Computer and Technology |
LMBS First Trust Low Duration Opportunities ETF | $2,294,900 | $1,028,806 ▲ | 81.3% | 46,587 | 0.6% | Manufacturing |
AFSM First Trust Active Factor Small Cap ETF | $2,285,117 | $775,838 ▼ | -25.3% | 76,479 | 0.6% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $2,284,949 | $3,328 ▼ | -0.1% | 52,868 | 0.6% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $2,232,572 | $26,044 ▲ | 1.2% | 37,290 | 0.6% | Manufacturing |
SFLR Innovator Equity Managed Floor ETF | $2,166,851 | $287,025 ▲ | 15.3% | 64,547 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $2,164,054 | $43,160 ▼ | -2.0% | 19,655 | 0.6% | ETF |
MCD McDonald's | $2,112,277 | $49,374 ▲ | 2.4% | 7,230 | 0.5% | Retail/Wholesale |
AOM iShares Core 40/60 Moderate Allocation ETF | $2,000,462 | $33,333 ▼ | -1.6% | 43,451 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,928,896 | $63,857 ▲ | 3.4% | 14,469 | 0.5% | ETF |
KO CocaCola | $1,915,589 | $34,244 ▲ | 1.8% | 27,075 | 0.5% | Consumer Staples |
FSK FS KKR Capital | $1,913,338 | $577,929 ▲ | 43.3% | 92,209 | 0.5% | Finance |
NFLX Netflix | $1,902,904 | $57,583 ▲ | 3.1% | 1,421 | 0.5% | Consumer Discretionary |
ILCG iShares Morningstar Growth ETF | $1,882,249 | $291 ▲ | 0.0% | 19,425 | 0.5% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,875,351 | $390,198 ▲ | 26.3% | 53,156 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,874,647 | $295,952 ▼ | -13.6% | 4,415 | 0.5% | ETF |
C Citigroup | $1,848,973 | $37,623 ▲ | 2.1% | 21,722 | 0.5% | Financial Services |
GOOGL Alphabet | $1,793,463 | $4,758 ▲ | 0.3% | 10,177 | 0.5% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $1,766,576 | $527,135 ▲ | 42.5% | 27,829 | 0.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,751,200 | $169,014 ▲ | 10.7% | 9,636 | 0.5% | ETF |
ABBV AbbVie | $1,702,439 | $75,173 ▲ | 4.6% | 9,172 | 0.4% | Medical |
CGGO Capital Group Global Growth Equity ETF | $1,668,774 | $233,605 ▲ | 16.3% | 52,198 | 0.4% | ETF |
QCOM QUALCOMM | $1,665,158 | $46,661 ▲ | 2.9% | 10,456 | 0.4% | Computer and Technology |
XOM Exxon Mobil | $1,663,938 | $458,486 ▲ | 38.0% | 15,435 | 0.4% | Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,638,602 | $68,331 ▲ | 4.4% | 12,134 | 0.4% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $1,585,276 | $144,428 ▲ | 10.0% | 29,109 | 0.4% | ETF |
DFUV Dimensional US Marketwide Value ETF | $1,566,974 | $30,611 ▲ | 2.0% | 37,062 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $1,552,699 | $187,187 ▼ | -10.8% | 33,586 | 0.4% | Manufacturing |
VGT Vanguard Information Technology ETF | $1,548,927 | $2,653 ▲ | 0.2% | 2,335 | 0.4% | ETF |
CSX CSX | $1,531,522 | $1,531,522 ▲ | New Holding | 46,936 | 0.4% | Transportation |
GS The Goldman Sachs Group | $1,524,506 | $27,602 ▼ | -1.8% | 2,154 | 0.4% | Finance |
QQQ Invesco QQQ | $1,494,517 | $177,643 ▲ | 13.5% | 2,709 | 0.4% | Finance |
PAVE Global X U.S. Infrastructure Development ETF | $1,480,709 | $42,054 ▼ | -2.8% | 33,977 | 0.4% | ETF |
FTCS First Trust Capital Strength ETF | $1,470,828 | $43,626 ▲ | 3.1% | 16,183 | 0.4% | ETF |
IRM Iron Mountain | $1,462,816 | $11,795 ▼ | -0.8% | 14,262 | 0.4% | Business Services |
BRK.B Berkshire Hathaway | $1,462,653 | $43,234 ▼ | -2.9% | 3,011 | 0.4% | Finance |
T AT&T | $1,411,835 | $566,094 ▲ | 66.9% | 48,785 | 0.4% | Computer and Technology |
DUHP Dimensional US High Profitability ETF | $1,405,011 | $220,970 ▲ | 18.7% | 39,511 | 0.4% | ETF |
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $1,393,260 | $363,438 ▲ | 35.3% | 32,244 | 0.4% | ETF |
CRWD CrowdStrike | $1,383,286 | $105,427 ▼ | -7.1% | 2,716 | 0.4% | Computer and Technology |
POCT Innovator U.S. Equity Power Buffer ETF - October | $1,377,149 | $24,780 ▼ | -1.8% | 33,345 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $1,346,173 | $108,926 ▲ | 8.8% | 57,925 | 0.3% | ETF |
UPS United Parcel Service | $1,344,414 | $226,912 ▲ | 20.3% | 13,319 | 0.3% | Transportation |
FE FirstEnergy | $1,341,050 | $1,085,844 ▲ | 425.5% | 33,310 | 0.3% | Utilities |
MO Altria Group | $1,337,144 | $119,256 ▲ | 9.8% | 22,806 | 0.3% | Consumer Staples |
FPEI First Trust Institutional Preferred Securities and Income ETF | $1,332,391 | $220,891 ▲ | 19.9% | 70,163 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,329,324 | $11,456 ▲ | 0.9% | 8,703 | 0.3% | Medical |
DIS Walt Disney | $1,326,296 | $209,330 ▲ | 18.7% | 10,695 | 0.3% | Consumer Discretionary |
CAPITAL GROUP CORE BALANCED
| $1,322,141 | $267,719 ▲ | 25.4% | 39,538 | 0.3% | SHS |
ORCL Oracle | $1,306,102 | $260,390 ▲ | 24.9% | 5,974 | 0.3% | Computer and Technology |
EPS WisdomTree U.S. LargeCap Fund | $1,303,322 | $216,804 ▼ | -14.3% | 20,361 | 0.3% | Finance |
PFE Pfizer | $1,300,809 | $126,702 ▲ | 10.8% | 53,664 | 0.3% | Medical |
CVX Chevron | $1,293,306 | $1,101,000 ▲ | 572.5% | 9,032 | 0.3% | Energy |
CIBR First Trust Nasdaq Cybersecurity ETF | $1,256,820 | $82,307 ▲ | 7.0% | 16,629 | 0.3% | Manufacturing |
SCHO Schwab Short-Term U.S. Treasury ETF | $1,254,290 | $10,849 ▲ | 0.9% | 51,447 | 0.3% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,249,535 | $204,351 ▼ | -14.1% | 42,778 | 0.3% | ETF |
WMT Walmart | $1,234,678 | $25,325 ▲ | 2.1% | 12,627 | 0.3% | Retail/Wholesale |
VZ Verizon Communications | $1,229,590 | $117,217 ▲ | 10.5% | 28,417 | 0.3% | Computer and Technology |
EPI WisdomTree India Earnings Fund | $1,194,961 | $129,213 ▲ | 12.1% | 25,173 | 0.3% | Finance |
AVGO Broadcom | $1,164,351 | $22,603 ▲ | 2.0% | 4,224 | 0.3% | Computer and Technology |
STX Seagate Technology | $1,155,362 | $5,052 ▼ | -0.4% | 8,005 | 0.3% | Computer and Technology |
PIMCO ETF TR
| $1,153,680 | $47,010 ▲ | 4.2% | 12,516 | 0.3% | ACTIVE BD ETF |
RDVY First Trust Rising Dividend Achievers ETF | $1,152,093 | $23,339 ▼ | -2.0% | 18,363 | 0.3% | Manufacturing |
VUG Vanguard Growth ETF | $1,125,745 | $228,831 ▼ | -16.9% | 2,568 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,122,609 | $210,205 ▼ | -15.8% | 1,976 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,121,096 | $219,475 ▲ | 24.3% | 8,224 | 0.3% | CL A |
BAUG Innovator U.S. Equity Buffer ETF - August | $1,116,266 | $106,537 ▼ | -8.7% | 24,256 | 0.3% | ETF |
AEP American Electric Power | $1,086,975 | $55,096 ▲ | 5.3% | 10,476 | 0.3% | Utilities |
IVE iShares S&P 500 Value ETF | $1,084,776 | $134,644 ▲ | 14.2% | 5,551 | 0.3% | ETF |
CL Colgate-Palmolive | $1,076,316 | $67,082 ▲ | 6.6% | 11,841 | 0.3% | Consumer Staples |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1,059,327 | $195,452 ▼ | -15.6% | 12,650 | 0.3% | Manufacturing |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,026,593 | $212,751 ▼ | -17.2% | 4,724 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $1,016,131 | $506 ▲ | 0.0% | 4,013 | 0.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,008,339 | $612,778 ▼ | -37.8% | 15,045 | 0.3% | ETF |
