BRK.B Berkshire Hathaway | $5,916,296 | $20,185 ▲ | 0.3% | 14,069 | 4.2% | Finance |
CGGO Capital Group Global Growth Equity ETF | $5,571,187 | $8,093 ▼ | -0.1% | 193,444 | 3.9% | ETF |
SO Southern | $5,017,871 | $20,302 ▼ | -0.4% | 69,945 | 3.5% | Utilities |
MSFT Microsoft | $4,202,639 | $58,060 ▲ | 1.4% | 9,989 | 3.0% | Computer and Technology |
AAPL Apple | $4,061,656 | $49,215 ▼ | -1.2% | 23,686 | 2.9% | Computer and Technology |
EIX Edison International | $3,863,594 | $10,751 ▲ | 0.3% | 54,625 | 2.7% | Utilities |
D Dominion Energy | $3,156,125 | $279,104 ▲ | 9.7% | 64,162 | 2.2% | Utilities |
DUK Duke Energy | $3,084,768 | $9,574 ▲ | 0.3% | 31,897 | 2.2% | Utilities |
IBM International Business Machines | $2,800,315 | $398,736 ▲ | 16.6% | 14,664 | 2.0% | Computer and Technology |
JXN Jackson Financial | $2,637,460 | $198,618 ▼ | -7.0% | 39,877 | 1.9% | Finance |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $2,613,325 | $573,887 ▲ | 28.1% | 86,448 | 1.8% | ETF |
HD Home Depot | $2,538,596 | $11,508 ▲ | 0.5% | 6,618 | 1.8% | Retail/Wholesale |
BAC Bank of America | $2,371,582 | $87,557 ▲ | 3.8% | 62,542 | 1.7% | Finance |
T AT&T | $2,292,771 | $5,755 ▲ | 0.3% | 130,271 | 1.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,270,905 | $10,415 ▲ | 0.5% | 11,338 | 1.6% | Finance |
CGDV Capital Group Dividend Value ETF | $2,054,069 | $76,700 ▲ | 3.9% | 63,202 | 1.4% | ETF |
SNV Synovus Financial | $1,944,757 | $16,665 ▼ | -0.8% | 48,546 | 1.4% | Finance |
NZF Nuveen Municipal Credit Income Fund | $1,849,252 | $54,468 ▲ | 3.0% | 151,083 | 1.3% | Financial Services |
DAL Delta Air Lines | $1,839,099 | $2,441 ▼ | -0.1% | 38,419 | 1.3% | Transportation |
PG Procter & Gamble | $1,684,039 | $12,331 ▼ | -0.7% | 10,379 | 1.2% | Consumer Staples |
JNJ Johnson & Johnson | $1,604,368 | $26,418 ▲ | 1.7% | 10,142 | 1.1% | Medical |
KO Coca-Cola | $1,522,313 | $6,118 ▼ | -0.4% | 24,883 | 1.1% | Consumer Staples |
X United States Steel | $1,494,587 | $222,251 ▼ | -12.9% | 36,650 | 1.1% | Basic Materials |
SLG SL Green Realty | $1,482,804 | $49,287 ▼ | -3.2% | 26,896 | 1.0% | Finance |
UPS United Parcel Service | $1,459,547 | $125,592 ▲ | 9.4% | 9,820 | 1.0% | Transportation |
BX Blackstone | $1,440,478 | $36,784 ▼ | -2.5% | 10,965 | 1.0% | Finance |
WD Walker & Dunlop | $1,323,886 | $5,053 ▼ | -0.4% | 13,100 | 0.9% | Finance |
XOM Exxon Mobil | $1,222,206 | $4,998 ▲ | 0.4% | 10,515 | 0.9% | Oils/Energy |
AMZN Amazon.com | $1,220,271 | $16,415 ▲ | 1.4% | 6,765 | 0.9% | Retail/Wholesale |
AFL Aflac | $1,161,197 | $73,154 ▼ | -5.9% | 13,524 | 0.8% | Finance |
PEP PepsiCo | $1,139,480 | $15,926 ▲ | 1.4% | 6,511 | 0.8% | Consumer Staples |
CVX Chevron | $1,128,905 | $14,669 ▲ | 1.3% | 7,157 | 0.8% | Oils/Energy |
C Citigroup | $1,126,494 | $31,620 ▼ | -2.7% | 17,813 | 0.8% | Finance |
PRU Prudential Financial | $1,056,298 | | 0.0% | 8,997 | 0.7% | Finance |
CAT Caterpillar | $1,045,522 | $1,099 ▲ | 0.1% | 2,853 | 0.7% | Industrial Products |
WY Weyerhaeuser | $1,039,955 | $14,328 ▼ | -1.4% | 28,960 | 0.7% | Construction |
META Meta Platforms | $980,872 | $35,933 ▼ | -3.5% | 2,020 | 0.7% | Computer and Technology |
VZ Verizon Communications | $976,694 | $3,525 ▲ | 0.4% | 23,277 | 0.7% | Computer and Technology |
ETN Eaton | $975,874 | $6,879 ▲ | 0.7% | 3,121 | 0.7% | Industrial Products |
WHR Whirlpool | $964,816 | $97,498 ▲ | 11.2% | 8,065 | 0.7% | Consumer Discretionary |
BA Boeing | $954,916 | $232,167 ▲ | 32.1% | 4,948 | 0.7% | Aerospace |
STWD Starwood Property Trust | $910,926 | | 0.0% | 44,807 | 0.6% | Finance |
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF | $885,576 | | 0.0% | 11,800 | 0.6% | ETF |
PCG PG&E | $866,506 | $6,721 ▲ | 0.8% | 51,701 | 0.6% | Utilities |
MU Micron Technology | $866,322 | $200,283 ▼ | -18.8% | 7,349 | 0.6% | Computer and Technology |
TFC Truist Financial | $856,702 | $1,949 ▲ | 0.2% | 21,978 | 0.6% | Finance |
NEE NextEra Energy | $820,528 | $128 ▲ | 0.0% | 12,839 | 0.6% | Utilities |
MAR Marriott International | $814,225 | $126,158 ▼ | -13.4% | 3,227 | 0.6% | Consumer Discretionary |
VTI Vanguard Total Stock Market ETF | $802,051 | $2,599 ▼ | -0.3% | 3,086 | 0.6% | ETF |
F Ford Motor | $782,085 | $175,123 ▲ | 28.9% | 58,892 | 0.6% | Auto/Tires/Trucks |
LOW Lowe's Companies | $776,624 | $21,651 ▲ | 2.9% | 3,049 | 0.5% | Retail/Wholesale |
CG The Carlyle Group | $774,762 | $23,314 ▼ | -2.9% | 16,516 | 0.5% | Finance |
SDY SPDR S&P Dividend ETF | $768,857 | $1,837 ▲ | 0.2% | 5,858 | 0.5% | ETF |
KRP Kimbell Royalty Partners | $758,148 | $47,475 ▲ | 6.7% | 48,850 | 0.5% | Oils/Energy |
IVV iShares Core S&P 500 ETF | $744,543 | $20,506 ▲ | 2.8% | 1,416 | 0.5% | ETF |
VNQ Vanguard Real Estate ETF | $742,767 | $86,479 ▼ | -10.4% | 8,589 | 0.5% | ETF |
HAL Halliburton | $740,856 | $2,917 ▲ | 0.4% | 18,794 | 0.5% | Oils/Energy |
WFC Wells Fargo & Company | $731,107 | $3,188 ▼ | -0.4% | 12,614 | 0.5% | Finance |
OXY Occidental Petroleum | $724,780 | | 0.0% | 11,152 | 0.5% | Oils/Energy |
XLG Invesco S&P 500 Top 50 ETF | $717,343 | $1,011 ▲ | 0.1% | 17,027 | 0.5% | ETF |
LLY Eli Lilly and Company | $713,100 | $38,105 ▼ | -5.1% | 917 | 0.5% | Medical |
VXUS Vanguard Total International Stock ETF | $707,801 | $60,300 ▼ | -7.9% | 11,738 | 0.5% | ETF |
UNH UnitedHealth Group | $689,241 | $5,443 ▼ | -0.8% | 1,393 | 0.5% | Medical |
NUMV Nuveen ESG Mid-Cap Value ETF | $686,394 | $47,880 ▼ | -6.5% | 20,070 | 0.5% | ETF |
TSM Taiwan Semiconductor Manufacturing | $680,794 | $1,769 ▼ | -0.3% | 5,004 | 0.5% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $674,224 | $45,472 ▲ | 7.2% | 3,692 | 0.5% | ETF |
INTC Intel | $668,513 | $4,417 ▼ | -0.7% | 15,135 | 0.5% | Computer and Technology |
SCHW Charles Schwab | $663,864 | $46,659 ▼ | -6.6% | 9,177 | 0.5% | Finance |
XLK Technology Select Sector SPDR Fund | $661,750 | $33,327 ▼ | -4.8% | 3,177 | 0.5% | ETF |
VTRS Viatris | $660,294 | $66,864 ▲ | 11.3% | 55,301 | 0.5% | Medical |
APO Apollo Global Management | $654,690 | $45,992 ▼ | -6.6% | 5,822 | 0.5% | Finance |
WMB Williams Companies | $652,805 | $3,274 ▲ | 0.5% | 16,751 | 0.5% | Oils/Energy |
ICE Intercontinental Exchange | $637,501 | $2,199 ▲ | 0.3% | 4,639 | 0.4% | Finance |
DIVO Amplify YieldShares CWP Dividend & Option Income ETF | $628,334 | $14,502 ▼ | -2.3% | 16,161 | 0.4% | ETF |
NVDA NVIDIA | $627,071 | $250,286 ▼ | -28.5% | 694 | 0.4% | Computer and Technology |
GE General Electric | $622,943 | $240,822 ▼ | -27.9% | 3,549 | 0.4% | Transportation |
DIS Walt Disney | $622,144 | $20,922 ▼ | -3.3% | 5,085 | 0.4% | Consumer Discretionary |
WMT Walmart | $610,386 | $411,216 ▲ | 206.5% | 10,144 | 0.4% | Retail/Wholesale |
PARA Paramount Global | $605,651 | $21,504 ▲ | 3.7% | 51,457 | 0.4% | Consumer Discretionary |
GOOG Alphabet | $601,884 | $13,703 ▼ | -2.2% | 3,953 | 0.4% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $544,766 | $13,852 ▲ | 2.6% | 8,298 | 0.4% | ETF |
QCOM QUALCOMM | $534,480 | $15,576 ▼ | -2.8% | 3,157 | 0.4% | Computer and Technology |
KMI Kinder Morgan | $532,612 | $24,631 ▼ | -4.4% | 29,041 | 0.4% | Oils/Energy |
PFE Pfizer | $506,188 | $47,675 ▼ | -8.6% | 18,241 | 0.4% | Medical |
PFF iShares Preferred and Income Securities ETF | $497,341 | $58,014 ▲ | 13.2% | 15,431 | 0.3% | ETF |
J Jacobs Solutions | $475,179 | | 0.0% | 3,091 | 0.3% | Business Services |
ABBV AbbVie | $469,636 | $9,105 ▼ | -1.9% | 2,579 | 0.3% | Medical |
XLV Health Care Select Sector SPDR Fund | $457,167 | $5,908 ▲ | 1.3% | 3,095 | 0.3% | ETF |
MCD McDonald's | $440,694 | $9,868 ▲ | 2.3% | 1,563 | 0.3% | Retail/Wholesale |
VGK Vanguard FTSE Europe ETF | $420,875 | $6,734 ▼ | -1.6% | 6,250 | 0.3% | ETF |
SQ Block | $417,825 | | 0.0% | 4,940 | 0.3% | Business Services |
ITW Illinois Tool Works | $416,544 | $12,078 ▲ | 3.0% | 1,552 | 0.3% | Industrial Products |
VTV Vanguard Value ETF | $410,730 | $5,374 ▲ | 1.3% | 2,522 | 0.3% | ETF |
CB Chubb | $405,114 | $518 ▲ | 0.1% | 1,563 | 0.3% | Finance |
KHC Kraft Heinz | $400,039 | $7,380 ▼ | -1.8% | 10,841 | 0.3% | Consumer Staples |
SCHD Schwab US Dividend Equity ETF | $392,177 | $25,398 ▼ | -6.1% | 4,864 | 0.3% | ETF |
PNC The PNC Financial Services Group | $380,701 | $162 ▲ | 0.0% | 2,356 | 0.3% | Finance |
MMU Western Asset Managed Municipals Fund | $379,377 | $379,377 ▲ | New Holding | 36,304 | 0.3% | Finance |
ELV Elevance Health | $374,904 | | 0.0% | 723 | 0.3% | Medical |
PM Philip Morris International | $362,422 | $550 ▲ | 0.2% | 3,956 | 0.3% | Consumer Staples |
GILD Gilead Sciences | $360,976 | | 0.0% | 4,928 | 0.3% | Medical |
MRK Merck & Co., Inc. | $354,896 | $8,707 ▲ | 2.5% | 2,690 | 0.2% | Medical |
CPA Copa | $352,913 | $352,913 ▲ | New Holding | 3,388 | 0.2% | Transportation |
FAST Fastenal | $351,604 | $351,604 ▲ | New Holding | 4,558 | 0.2% | Retail/Wholesale |
ZION Zions Bancorporation, National Association | $336,350 | | 0.0% | 7,750 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $336,199 | $9,823 ▲ | 3.0% | 1,985 | 0.2% | ETF |
NKSH National Bankshares | $334,100 | | 0.0% | 10,000 | 0.2% | Finance |
IYW iShares U.S. Technology ETF | $329,716 | $540 ▼ | -0.2% | 2,441 | 0.2% | Manufacturing |
BXP Boston Properties | $323,596 | $6,661 ▲ | 2.1% | 4,955 | 0.2% | Finance |
GIS General Mills | $322,475 | $70 ▲ | 0.0% | 4,609 | 0.2% | Consumer Staples |
DEO Diageo | $321,576 | $44,771 ▲ | 16.2% | 2,162 | 0.2% | Consumer Staples |
XLI Industrial Select Sector SPDR Fund | $320,540 | $756 ▲ | 0.2% | 2,545 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $318,646 | $2,616 ▼ | -0.8% | 609 | 0.2% | Finance |
NOC Northrop Grumman | $317,352 | $957 ▼ | -0.3% | 663 | 0.2% | Aerospace |
ABT Abbott Laboratories | $315,748 | $13,071 ▲ | 4.3% | 2,778 | 0.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $308,178 | $66,543 ▲ | 27.5% | 2,788 | 0.2% | ETF |
CL Colgate-Palmolive | $302,919 | $180 ▲ | 0.1% | 3,364 | 0.2% | Consumer Staples |
CRM Salesforce | $301,782 | $3,012 ▲ | 1.0% | 1,002 | 0.2% | Computer and Technology |
CSCO Cisco Systems | $295,903 | $13,076 ▲ | 4.6% | 5,929 | 0.2% | Computer and Technology |
YUM Yum! Brands | $285,064 | | 0.0% | 2,056 | 0.2% | Retail/Wholesale |
STAG STAG Industrial | $284,418 | | 0.0% | 7,399 | 0.2% | Finance |
MCO Moody's | $282,982 | | 0.0% | 720 | 0.2% | Finance |
NUEM Nuveen ESG Emerging Markets Equity ETF | $279,428 | $79,750 ▼ | -22.2% | 10,161 | 0.2% | ETF |
BINC BlackRock Flexible Income ETF | $278,563 | $278,563 ▲ | New Holding | 5,310 | 0.2% | ETF |
MO Altria Group | $276,663 | $11,079 ▲ | 4.2% | 6,343 | 0.2% | Consumer Staples |
IWF iShares Russell 1000 Growth ETF | $270,267 | $33,699 ▼ | -11.1% | 802 | 0.2% | ETF |
VSGX Vanguard ESG International Stock ETF | $270,109 | $22,988 ▼ | -7.8% | 4,700 | 0.2% | ETF |
ADP Automatic Data Processing | $268,046 | $14,989 ▲ | 5.9% | 1,073 | 0.2% | Business Services |
GM General Motors | $265,328 | $265,328 ▲ | New Holding | 5,851 | 0.2% | Auto/Tires/Trucks |
IJH iShares Core S&P Mid-Cap ETF | $263,338 | $216,077 ▲ | 457.2% | 4,335 | 0.2% | ETF |
MDLZ Mondelez International | $262,627 | $1,960 ▲ | 0.8% | 3,752 | 0.2% | Consumer Staples |
CACC Credit Acceptance | $261,435 | $9,928 ▼ | -3.7% | 474 | 0.2% | Finance |
KMX CarMax | $260,894 | | 0.0% | 2,995 | 0.2% | Retail/Wholesale |
MPC Marathon Petroleum | $255,202 | $94,266 ▼ | -27.0% | 1,267 | 0.2% | Oils/Energy |
ORCL Oracle | $248,112 | | 0.0% | 1,975 | 0.2% | Computer and Technology |
ENB Enbridge | $247,632 | $253 ▲ | 0.1% | 6,844 | 0.2% | Oils/Energy |
FCX Freeport-McMoRan | $245,162 | $14,106 ▲ | 6.1% | 5,214 | 0.2% | Basic Materials |
FWONK Formula One Group | $244,819 | $244,819 ▲ | New Holding | 3,732 | 0.2% | Consumer Discretionary |
BMY Bristol-Myers Squibb | $244,006 | $4,068 ▼ | -1.6% | 4,499 | 0.2% | Medical |
JPC Nuveen Preferred & Income Opportunities Fund | $242,375 | $103,536 ▲ | 74.6% | 33,710 | 0.2% | Financial Services |
COST Costco Wholesale | $239,814 | $11,001 ▲ | 4.8% | 327 | 0.2% | Retail/Wholesale |
MBLY Mobileye Global | $239,710 | $239,710 ▲ | New Holding | 7,456 | 0.2% | Auto/Tires/Trucks |
JEPI JPMorgan Equity Premium Income ETF | $239,307 | $25,574 ▼ | -9.7% | 4,136 | 0.2% | ETF |
CVS CVS Health | $239,104 | $7,417 ▼ | -3.0% | 2,998 | 0.2% | Retail/Wholesale |
SBUX Starbucks | $238,758 | $183 ▲ | 0.1% | 2,613 | 0.2% | Retail/Wholesale |
RTX RTX | $238,623 | $3,023 ▲ | 1.3% | 2,447 | 0.2% | Aerospace |
ADI Analog Devices | $233,872 | $15,631 ▲ | 7.2% | 1,182 | 0.2% | Computer and Technology |
RDIV Invesco S&P Ultra Dividend Revenue ETF | $233,733 | | 0.0% | 5,100 | 0.2% | ETF |
RVT Royce Value Trust | $230,508 | $4,278 ▲ | 1.9% | 15,195 | 0.2% | Finance |
ILMN Illumina | $227,265 | $27,464 ▲ | 13.7% | 1,655 | 0.2% | Medical |
PSX Phillips 66 | $226,045 | $226,045 ▲ | New Holding | 1,384 | 0.2% | Oils/Energy |
APD Air Products and Chemicals | $225,284 | $4,845 ▲ | 2.2% | 930 | 0.2% | Basic Materials |
VOO Vanguard S&P 500 ETF | $225,064 | $10,580 ▼ | -4.5% | 468 | 0.2% | ETF |
LHX L3Harris Technologies | $223,133 | $1,066 ▲ | 0.5% | 1,047 | 0.2% | Aerospace |
TJX TJX Companies | $217,986 | $1,217 ▲ | 0.6% | 2,149 | 0.2% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $216,226 | $216,226 ▲ | New Holding | 865 | 0.2% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $215,533 | $76,280 ▼ | -26.1% | 2,300 | 0.2% | ETF |
SCHB Schwab US Broad Market ETF | $210,500 | $11,355 ▼ | -5.1% | 3,448 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $206,819 | $206,819 ▲ | New Holding | 1,679 | 0.1% | ETF |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $204,404 | $204,404 ▲ | New Holding | 3,806 | 0.1% | ETF |
CGCP Capital Group Core Plus Income ETF | $203,533 | $203,533 ▲ | New Holding | 9,062 | 0.1% | ETF |
LINDE PLC
| $202,482 | $202,482 ▲ | New Holding | 436 | 0.1% | SHS |
RJF Raymond James | $201,643 | $201,643 ▲ | New Holding | 1,570 | 0.1% | Finance |
ZNTL Zentalis Pharmaceuticals | $201,255 | $201,255 ▲ | New Holding | 12,770 | 0.1% | Medical |
CUK Carnival Co. & | $187,071 | | 0.0% | 12,700 | 0.1% | Consumer Discretionary |
NAD Nuveen Quality Municipal Income Fund | $158,664 | | 0.0% | 13,845 | 0.1% | Financial Services |
QS QuantumScape | $152,533 | $18,241 ▲ | 13.6% | 24,250 | 0.1% | Auto/Tires/Trucks |
CRGY Crescent Energy | $130,218 | $809 ▲ | 0.6% | 10,943 | 0.1% | Oils/Energy |
ESRT Empire State Realty Trust | $106,365 | | 0.0% | 10,500 | 0.1% | Finance |
NUV Nuveen Municipal Value Fund | $102,769 | | 0.0% | 11,799 | 0.1% | Finance |
BIGZ BlackRock Innovation and Growth Term Trust | $89,583 | $2,532 ▲ | 2.9% | 11,005 | 0.1% | Financial Services |
NYCB New York Community Bancorp | $62,468 | $62,468 ▲ | New Holding | 19,400 | 0.0% | Finance |
NGM NGM Biopharmaceuticals | $35,855 | | 0.0% | 22,550 | 0.0% | Medical |
DVN Devon Energy | $0 | $203,078 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
CMCSA Comcast | $0 | $200,846 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
VFF Village Farms International | $0 | $7,838 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
