IVV iShares Core S&P 500 ETF | $57,090,274 | $2,200,671 ▲ | 4.0% | 85,298 | 11.2% | ETF |
MGK Vanguard Mega Cap Growth ETF | $43,808,403 | $5,427,056 ▼ | -11.0% | 108,862 | 8.6% | ETF |
MGV Vanguard Mega Cap Value ETF | $30,437,640 | $2,166,512 ▼ | -6.6% | 220,979 | 6.0% | ETF |
VONV Vanguard Russell 1000 Value ETF | $30,025,277 | $90,889 ▲ | 0.3% | 335,966 | 5.9% | ETF |
CGCP Capital Group Core Plus Income ETF | $25,567,156 | $1,518,923 ▲ | 6.3% | 1,125,315 | 5.0% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $24,460,612 | $1,126,673 ▼ | -4.4% | 202,993 | 4.8% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $23,207,653 | $2,728,744 ▲ | 13.3% | 159,339 | 4.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $21,496,162 | $1,044,295 ▲ | 5.1% | 113,317 | 4.2% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $18,828,083 | $9,396,655 ▲ | 99.6% | 329,739 | 3.7% | ETF |
DFUS Dimensional U.S. Equity ETF | $18,336,450 | $742,510 ▲ | 4.2% | 253,126 | 3.6% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $14,004,906 | $1,396,239 ▲ | 11.1% | 605,749 | 2.7% | ETF |
VYM Vanguard High Dividend Yield ETF | $13,877,808 | $115,297 ▼ | -0.8% | 98,459 | 2.7% | ETF |
JPIE JPMorgan Income ETF | $13,269,627 | $3,064,867 ▲ | 30.0% | 285,922 | 2.6% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $13,191,570 | $1,095,705 ▲ | 9.1% | 248,757 | 2.6% | Manufacturing |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $13,158,928 | $4,908,534 ▲ | 59.5% | 228,771 | 2.6% | ETF |
MBB iShares MBS ETF | $12,701,942 | $2,474,754 ▲ | 24.2% | 133,494 | 2.5% | ETF |
AAPL Apple | $10,013,725 | $74,606 ▲ | 0.8% | 39,327 | 2.0% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $9,087,152 | $2,917,825 ▲ | 47.3% | 116,368 | 1.8% | ETF |
QQQ Invesco QQQ | $6,767,320 | $166,301 ▲ | 2.5% | 11,272 | 1.3% | Finance |
FTCS First Trust Capital Strength ETF | $5,471,985 | $468 ▲ | 0.0% | 58,436 | 1.1% | ETF |
QQQM Invesco NASDAQ 100 ETF | $5,233,222 | $4,588,491 ▼ | -46.7% | 21,177 | 1.0% | ETF |
VO Vanguard Mid-Cap ETF | $5,131,712 | $133,947 ▼ | -2.5% | 17,470 | 1.0% | ETF |
VB Vanguard Small-Cap ETF | $5,066,918 | $1,526 ▼ | 0.0% | 19,927 | 1.0% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $4,999,207 | $2,528,936 ▼ | -33.6% | 99,447 | 1.0% | Finance |
HMOP Hartford Municipal Opportunities ETF | $4,832,675 | $109,116 ▲ | 2.3% | 124,010 | 0.9% | ETF |
AMZN Amazon.com | $3,844,890 | $1,537 ▲ | 0.0% | 17,511 | 0.8% | Retail/Wholesale |
IXN iShares Global Tech ETF | $3,486,904 | $16,617 ▼ | -0.5% | 33,785 | 0.7% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $3,479,495 | $39,828 ▼ | -1.1% | 143,189 | 0.7% | ETF |
HDV iShares Core High Dividend ETF | $2,460,631 | $2,449 ▼ | -0.1% | 20,095 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $2,436,371 | | 0.0% | 20,182 | 0.5% | ETF |
PROSHARES TR
| $2,328,997 | $357,724 ▲ | 18.1% | 51,629 | 0.5% | S&P 500 HIGH INC |
MSFT Microsoft | $2,102,344 | $72,512 ▲ | 3.6% | 4,059 | 0.4% | Computer and Technology |
GOOG Alphabet | $2,093,230 | $92,545 ▲ | 4.6% | 8,595 | 0.4% | Computer and Technology |
VTV Vanguard Value ETF | $2,015,719 | $4,103 ▼ | -0.2% | 10,809 | 0.4% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $2,008,539 | $4,091 ▲ | 0.2% | 21,111 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $1,950,693 | | 0.0% | 9,446 | 0.4% | ETF |
NVDA NVIDIA | $1,844,907 | $210,649 ▲ | 12.9% | 9,888 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,790,956 | $86,577 ▲ | 5.1% | 16,818 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $1,677,282 | $102,389 ▲ | 6.5% | 5,111 | 0.3% | ETF |
TSLA Tesla | $1,614,334 | $39,135 ▲ | 2.5% | 3,630 | 0.3% | Auto/Tires/Trucks |
SPY SPDR S&P 500 ETF Trust | $1,588,290 | $185,212 ▲ | 13.2% | 2,384 | 0.3% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $1,437,266 | $100,341 ▲ | 7.5% | 28,705 | 0.3% | ETF |
MRK Merck & Co., Inc. | $1,436,419 | $9,233 ▲ | 0.6% | 17,114 | 0.3% | Medical |
JMUB JPMorgan Municipal ETF | $1,366,172 | $281,774 ▲ | 26.0% | 27,069 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,342,233 | $4,899 ▲ | 0.4% | 2,192 | 0.3% | ETF |
IWV iShares Russell 3000 ETF | $1,292,564 | | 0.0% | 3,411 | 0.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,285,746 | $389 ▲ | 0.0% | 6,611 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,240,274 | $15,390 ▲ | 1.3% | 6,689 | 0.2% | Medical |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1,166,742 | $52,018 ▼ | -4.3% | 14,467 | 0.2% | ETF |
FMB First Trust Managed Municipal ETF | $1,164,039 | $110,680 ▼ | -8.7% | 22,959 | 0.2% | Manufacturing |
META Meta Platforms | $851,954 | $33,050 ▲ | 4.0% | 1,160 | 0.2% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $836,519 | $15,399 ▲ | 1.9% | 28,736 | 0.2% | ETF |
SCHX Schwab US Large-Cap ETF | $835,634 | $1,686 ▲ | 0.2% | 31,725 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $799,109 | | 0.0% | 2,720 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $770,147 | $4,731 ▲ | 0.6% | 2,442 | 0.2% | Finance |
PZA Invesco National AMT-Free Municipal Bond ETF | $756,222 | $8,797 ▲ | 1.2% | 32,751 | 0.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $754,417 | | 0.0% | 2,942 | 0.1% | ETF |
VUG Vanguard Growth ETF | $728,021 | $9,592 ▲ | 1.3% | 1,518 | 0.1% | ETF |
UVSP Univest Corporation of Pennsylvania | $725,649 | $104,590 ▲ | 16.8% | 24,172 | 0.1% | Finance |
WMT Walmart | $723,736 | $10,307 ▲ | 1.4% | 7,022 | 0.1% | Retail/Wholesale |
NFLX Netflix | $665,401 | $13,188 ▲ | 2.0% | 555 | 0.1% | Consumer Discretionary |
VV Vanguard Large-Cap ETF | $664,978 | | 0.0% | 2,160 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $654,065 | $12,569 ▲ | 2.0% | 1,301 | 0.1% | Finance |
XOM Exxon Mobil | $653,405 | $7,329 ▲ | 1.1% | 5,795 | 0.1% | Energy |
SCHD Schwab US Dividend Equity ETF | $652,110 | $111,520 ▲ | 20.6% | 23,887 | 0.1% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $623,106 | $3,709 ▲ | 0.6% | 6,216 | 0.1% | Finance |
CVX Chevron | $621,244 | $23,446 ▲ | 3.9% | 4,001 | 0.1% | Energy |
BX Blackstone | $616,453 | $44,765 ▼ | -6.8% | 3,608 | 0.1% | Finance |
PM Philip Morris International | $582,625 | $1,298 ▲ | 0.2% | 3,592 | 0.1% | Consumer Staples |
MCD McDonald's | $565,388 | $4,253 ▼ | -0.7% | 1,861 | 0.1% | Retail/Wholesale |
GOOGL Alphabet | $544,553 | $41,571 ▲ | 8.3% | 2,240 | 0.1% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $523,669 | | 0.0% | 1,875 | 0.1% | Computer and Technology |
FVD First Trust Value Line Dividend Index Fund | $514,921 | $139 ▲ | 0.0% | 11,136 | 0.1% | ETF |
INTU Intuit | $497,851 | $8,878 ▼ | -1.8% | 729 | 0.1% | Computer and Technology |
PGR Progressive | $475,946 | $3,211 ▲ | 0.7% | 1,927 | 0.1% | Finance |
ABBV AbbVie | $445,298 | $3,242 ▲ | 0.7% | 1,923 | 0.1% | Medical |
WTRG Essential Utilities | $442,266 | $21,627 ▼ | -4.7% | 11,084 | 0.1% | Utilities |
TSLL Direxion Daily TSLA Bull 2X Shares | $421,567 | $21,110 ▼ | -4.8% | 19,970 | 0.1% | ETF |
BSX Boston Scientific | $416,392 | $37,588 ▼ | -8.3% | 4,265 | 0.1% | Medical |
SUB iShares Short-Term National Muni Bond ETF | $411,745 | $3,203 ▼ | -0.8% | 3,856 | 0.1% | ETF |
GLD SPDR Gold Shares | $402,392 | $37,324 ▲ | 10.2% | 1,132 | 0.1% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $396,471 | $8,069 ▲ | 2.1% | 5,061 | 0.1% | ETF |
AVGO Broadcom | $383,530 | $23,744 ▲ | 6.6% | 1,163 | 0.1% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $373,660 | $5,416 ▼ | -1.4% | 5,726 | 0.1% | ETF |
IWR iShares Russell Mid-Cap ETF | $367,332 | $3,089 ▼ | -0.8% | 3,805 | 0.1% | ETF |
IBM International Business Machines | $362,152 | $2,823 ▲ | 0.8% | 1,283 | 0.1% | Computer and Technology |
IYE iShares U.S. Energy ETF | $352,990 | $1,093 ▼ | -0.3% | 7,428 | 0.1% | ETF |
WFC Wells Fargo & Company | $352,021 | $3,688 ▲ | 1.1% | 4,200 | 0.1% | Finance |
ADP Automatic Data Processing | $348,707 | | 0.0% | 1,188 | 0.1% | Computer and Technology |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $342,124 | $74,318 ▲ | 27.8% | 13,723 | 0.1% | ETF |
WDAY Workday | $342,077 | $1,204 ▲ | 0.4% | 1,421 | 0.1% | Computer and Technology |
ORCL Oracle | $341,425 | $1,125 ▲ | 0.3% | 1,214 | 0.1% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $338,788 | | 0.0% | 2,059 | 0.1% | Manufacturing |
SDY SPDR S&P Dividend ETF | $330,222 | | 0.0% | 2,358 | 0.1% | ETF |
HD Home Depot | $329,735 | $2,836 ▲ | 0.9% | 814 | 0.1% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $329,317 | $92,364 ▼ | -21.9% | 1,526 | 0.1% | ETF |
ABT Abbott Laboratories | $305,452 | $1,205 ▲ | 0.4% | 2,281 | 0.1% | Medical |
RTX RTX | $300,760 | $9,205 ▲ | 3.2% | 1,797 | 0.1% | Aerospace |
PG Procter & Gamble | $295,129 | $2,458 ▲ | 0.8% | 1,921 | 0.1% | Consumer Staples |
SCHW Charles Schwab | $278,104 | $4,487 ▲ | 1.6% | 2,913 | 0.1% | Finance |
