VGSH Vanguard Short-Term Treasury Index ETF | $49,509,392 | $1,717,188 ▲ | 3.6% | 852,581 | 13.3% | ETF |
BRK.B Berkshire Hathaway | $46,883,158 | $283,009 ▲ | 0.6% | 111,489 | 12.6% | Finance |
AAPL Apple | $25,924,931 | $308,836 ▼ | -1.2% | 151,183 | 7.0% | Computer and Technology |
GOOG Alphabet | $15,622,229 | $58,925 ▲ | 0.4% | 102,602 | 4.2% | Computer and Technology |
IAU iShares Gold Trust | $12,253,939 | $300,582 ▲ | 2.5% | 291,691 | 3.3% | Finance |
AXP American Express | $11,508,985 | $6,443,137 ▲ | 127.2% | 50,547 | 3.1% | Finance |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $11,174,220 | $190,171 ▲ | 1.7% | 233,331 | 3.0% | Manufacturing |
META Meta Platforms | $9,665,976 | $114,597 ▲ | 1.2% | 19,906 | 2.6% | Computer and Technology |
BN Brookfield | $8,808,694 | $449,223 ▲ | 5.4% | 210,382 | 2.4% | Finance |
AMZN Amazon.com | $7,947,664 | $290,049 ▲ | 3.8% | 44,061 | 2.1% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $7,828,466 | $382,570 ▲ | 5.1% | 39,084 | 2.1% | Finance |
MSFT Microsoft | $6,442,805 | $158,609 ▲ | 2.5% | 15,314 | 1.7% | Computer and Technology |
VBR Vanguard Small-Cap Value ETF | $5,573,995 | $99,779 ▼ | -1.8% | 29,049 | 1.5% | ETF |
XOM Exxon Mobil | $5,374,065 | $160,413 ▲ | 3.1% | 46,232 | 1.4% | Oils/Energy |
GOOGL Alphabet | $4,428,739 | $139,157 ▼ | -3.0% | 29,343 | 1.2% | Computer and Technology |
SOR Source Capital | $4,322,650 | $1,246,958 ▼ | -22.4% | 101,733 | 1.2% | Finance |
BAC Bank of America | $4,153,795 | $11,755 ▲ | 0.3% | 109,541 | 1.1% | Finance |
ORCL Oracle | $4,113,037 | $86,795 ▼ | -2.1% | 32,745 | 1.1% | Computer and Technology |
MKL Markel Group | $3,742,841 | $194,749 ▲ | 5.5% | 2,460 | 1.0% | Multi-Sector Conglomerates |
ABBV AbbVie | $3,725,716 | $43,703 ▼ | -1.2% | 20,460 | 1.0% | Medical |
GVLU Gotham 1000 Value ETF | $3,505,584 | $987,413 ▲ | 39.2% | 146,960 | 0.9% | ETF |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $3,419,558 | $22,093 ▲ | 0.7% | 133,109 | 0.9% | ETF |
UNH UnitedHealth Group | $3,301,962 | $139,004 ▲ | 4.4% | 6,675 | 0.9% | Medical |
ELV Elevance Health | $3,142,583 | $94,900 ▲ | 3.1% | 6,060 | 0.8% | Medical |
BKNG Booking | $2,826,381 | $29,026 ▼ | -1.0% | 779 | 0.8% | Retail/Wholesale |
GNR SPDR S&P Global Natural Resources ETF | $2,800,278 | $7,647 ▲ | 0.3% | 48,339 | 0.8% | ETF |
VTV Vanguard Value ETF | $2,797,372 | $7,817 ▼ | -0.3% | 17,177 | 0.8% | ETF |
JNJ Johnson & Johnson | $2,513,816 | $196,632 ▲ | 8.5% | 15,891 | 0.7% | Medical |
SCHW Charles Schwab | $2,337,670 | $335,224 ▲ | 16.7% | 32,315 | 0.6% | Finance |
DIS Walt Disney | $2,316,281 | $3,059 ▼ | -0.1% | 18,930 | 0.6% | Consumer Discretionary |
VCSH Vanguard Short-Term Corporate Bond ETF | $2,276,113 | $1,624 ▼ | -0.1% | 29,441 | 0.6% | ETF |
MA Mastercard | $2,238,077 | $21,673 ▲ | 1.0% | 4,647 | 0.6% | Business Services |
COST Costco Wholesale | $2,191,795 | $18,314 ▲ | 0.8% | 2,992 | 0.6% | Retail/Wholesale |
MU Micron Technology | $2,068,482 | $236 ▲ | 0.0% | 17,546 | 0.6% | Computer and Technology |
U HAUL HOLDING COMPANY
| $1,976,487 | $266,723 ▲ | 15.6% | 29,641 | 0.5% | COM SER N |
OXY Occidental Petroleum | $1,927,018 | $488,985 ▲ | 34.0% | 29,651 | 0.5% | Oils/Energy |
SPGI S&P Global | $1,922,899 | | 0.0% | 4,520 | 0.5% | Business Services |
W Wayfair | $1,809,409 | $203,504 ▲ | 12.7% | 26,656 | 0.5% | Retail/Wholesale |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $1,767,850 | $1,098,800 ▲ | 164.2% | 58,480 | 0.5% | ETF |
WFC Wells Fargo & Company | $1,586,372 | $26,314 ▼ | -1.6% | 27,370 | 0.4% | Finance |
HD Home Depot | $1,543,606 | $6,521 ▲ | 0.4% | 4,024 | 0.4% | Retail/Wholesale |
AMP Ameriprise Financial | $1,537,171 | $35,952 ▼ | -2.3% | 3,506 | 0.4% | Finance |
XLV Health Care Select Sector SPDR Fund | $1,487,595 | $5,614 ▼ | -0.4% | 10,070 | 0.4% | ETF |
CRM Salesforce | $1,483,530 | $201,779 ▲ | 15.7% | 4,926 | 0.4% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $1,480,954 | $1,063 ▼ | -0.1% | 18,109 | 0.4% | Manufacturing |
SPY SPDR S&P 500 ETF Trust | $1,402,874 | $102,522 ▲ | 7.9% | 2,682 | 0.4% | Finance |
STLA Stellantis | $1,316,007 | $14,999 ▼ | -1.1% | 46,502 | 0.4% | Auto/Tires/Trucks |
IJR iShares Core S&P Small-Cap ETF | $1,262,028 | $17,573 ▼ | -1.4% | 11,419 | 0.3% | ETF |
BLK BlackRock | $1,236,377 | $82,536 ▼ | -6.3% | 1,483 | 0.3% | Finance |
QQQ Invesco QQQ | $1,231,267 | $200,253 ▲ | 19.4% | 2,773 | 0.3% | Finance |
DHR Danaher | $1,183,755 | | 0.0% | 4,740 | 0.3% | Multi-Sector Conglomerates |
NSC Norfolk Southern | $1,159,913 | $24,722 ▲ | 2.2% | 4,551 | 0.3% | Transportation |
VWO Vanguard FTSE Emerging Markets ETF | $1,154,314 | $137,089 ▼ | -10.6% | 27,635 | 0.3% | ETF |
BAM Brookfield Asset Management | $1,134,036 | $277,080 ▼ | -19.6% | 26,988 | 0.3% | Finance |
KKR KKR & Co. Inc. | $1,102,500 | $15,792 ▲ | 1.5% | 10,961 | 0.3% | Finance |
VOO Vanguard S&P 500 ETF | $1,099,563 | $962 ▲ | 0.1% | 2,287 | 0.3% | ETF |
BABA Alibaba Group | $1,086,196 | $40,811 ▲ | 3.9% | 15,011 | 0.3% | Retail/Wholesale |
PFE Pfizer | $1,072,282 | $287,017 ▲ | 36.6% | 38,641 | 0.3% | Medical |
ICE Intercontinental Exchange | $1,070,645 | $38,070 ▲ | 3.7% | 7,790 | 0.3% | Finance |
DXJ WisdomTree Japan Hedged Equity Fund | $1,060,913 | | 0.0% | 9,778 | 0.3% | Finance |
XLK Technology Select Sector SPDR Fund | $1,004,991 | $6,457 ▲ | 0.6% | 4,825 | 0.3% | ETF |
IAC IAC | $988,977 | $210,640 ▲ | 27.1% | 18,541 | 0.3% | Multi-Sector Conglomerates |
AMGN Amgen | $978,813 | $162,899 ▲ | 20.0% | 3,443 | 0.3% | Medical |
VOE Vanguard Mid-Cap Value ETF | $977,400 | $4,833 ▲ | 0.5% | 6,269 | 0.3% | ETF |
TIP iShares TIPS Bond ETF | $957,668 | $32,653 ▲ | 3.5% | 8,916 | 0.3% | ETF |
KO Coca-Cola | $951,349 | $123,339 ▲ | 14.9% | 15,550 | 0.3% | Consumer Staples |
PG Procter & Gamble | $939,752 | $7,626 ▼ | -0.8% | 5,792 | 0.3% | Consumer Staples |
KMX CarMax | $939,481 | $2,875 ▼ | -0.3% | 10,785 | 0.3% | Retail/Wholesale |
RTX RTX | $927,122 | $25,846 ▲ | 2.9% | 9,506 | 0.2% | Aerospace |
AIG American International Group | $918,576 | $576,269 ▼ | -38.6% | 11,751 | 0.2% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $901,557 | $25,406 ▲ | 2.9% | 5,323 | 0.2% | ETF |
VO Vanguard Mid-Cap ETF | $888,206 | $26,983 ▼ | -2.9% | 3,555 | 0.2% | ETF |
NVDA NVIDIA | $884,936 | $9,943 ▲ | 1.1% | 979 | 0.2% | Computer and Technology |
LBRDK Liberty Broadband | $878,366 | $198,931 ▲ | 29.3% | 15,348 | 0.2% | Consumer Discretionary |
BHF Brighthouse Financial | $842,267 | | 0.0% | 16,342 | 0.2% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $812,185 | $24,222 ▼ | -2.9% | 13,848 | 0.2% | ETF |
CLF Cleveland-Cliffs | $770,727 | $191,221 ▼ | -19.9% | 33,893 | 0.2% | Basic Materials |
SBUX Starbucks | $761,279 | | 0.0% | 8,330 | 0.2% | Retail/Wholesale |
MRK Merck & Co., Inc. | $756,337 | $50,009 ▼ | -6.2% | 5,732 | 0.2% | Medical |
IVV iShares Core S&P 500 ETF | $742,856 | $9,989 ▼ | -1.3% | 1,413 | 0.2% | ETF |
TECK Teck Resources | $727,124 | | 0.0% | 15,883 | 0.2% | Basic Materials |
GLD SPDR Gold Shares | $695,334 | $16,046 ▲ | 2.4% | 3,380 | 0.2% | Finance |
BRK.A Berkshire Hathaway | $634,440 | | 0.0% | 1 | 0.2% | Finance |
DLTR Dollar Tree | $624,607 | $87,879 ▲ | 16.4% | 4,691 | 0.2% | Retail/Wholesale |
KMB Kimberly-Clark | $594,751 | $106,196 ▼ | -15.2% | 4,598 | 0.2% | Consumer Staples |
OEF iShares S&P 100 ETF | $576,218 | $15,339 ▼ | -2.6% | 2,329 | 0.2% | ETF |
RBLX Roblox | $569,378 | $51,314 ▲ | 9.9% | 14,913 | 0.2% | Consumer Discretionary |
BX Blackstone | $559,111 | $185,363 ▲ | 49.6% | 4,256 | 0.2% | Finance |
CVX Chevron | $557,611 | $23,188 ▲ | 4.3% | 3,535 | 0.2% | Oils/Energy |
LIBERTY GLOBAL LTD
| $536,626 | $195,963 ▲ | 57.5% | 30,421 | 0.1% | COM CL C |
EBAY eBay | $534,767 | $122,397 ▲ | 29.7% | 10,132 | 0.1% | Retail/Wholesale |
IYE iShares U.S. Energy ETF | $526,505 | | 0.0% | 10,658 | 0.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $522,713 | $12,495 ▼ | -2.3% | 5,522 | 0.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $517,283 | | 0.0% | 8,407 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $516,774 | | 0.0% | 6,471 | 0.1% | Finance |
ADP Automatic Data Processing | $513,775 | $31,221 ▲ | 6.5% | 2,057 | 0.1% | Business Services |
INTC Intel | $507,911 | $4,417 ▼ | -0.9% | 11,499 | 0.1% | Computer and Technology |
SHEL Shell | $505,990 | $34,591 ▲ | 7.3% | 7,548 | 0.1% | Oils/Energy |
VUG Vanguard Growth ETF | $500,935 | $4,476 ▲ | 0.9% | 1,455 | 0.1% | ETF |
XLI Industrial Select Sector SPDR Fund | $497,515 | $126 ▲ | 0.0% | 3,950 | 0.1% | ETF |
IBB iShares Biotechnology ETF | $488,472 | $83,562 ▲ | 20.6% | 3,560 | 0.1% | Finance |
UL Unilever | $478,855 | $56,212 ▼ | -10.5% | 9,541 | 0.1% | Consumer Staples |
VB Vanguard Small-Cap ETF | $436,285 | $229 ▲ | 0.1% | 1,909 | 0.1% | ETF |
LLY Eli Lilly and Company | $427,878 | $18,671 ▲ | 4.6% | 550 | 0.1% | Medical |
VTI Vanguard Total Stock Market ETF | $421,038 | | 0.0% | 1,620 | 0.1% | ETF |
HON Honeywell International | $419,361 | $1,847 ▼ | -0.4% | 2,043 | 0.1% | Multi-Sector Conglomerates |
ACGL Arch Capital Group | $409,417 | $409,417 ▲ | New Holding | 4,429 | 0.1% | Finance |
XLY Consumer Discretionary Select Sector SPDR Fund | $409,155 | $21,147 ▼ | -4.9% | 2,225 | 0.1% | Finance |
RY Royal Bank of Canada | $402,612 | $31,475 ▼ | -7.3% | 3,991 | 0.1% | Finance |
MCD McDonald's | $401,255 | $23,686 ▲ | 6.3% | 1,423 | 0.1% | Retail/Wholesale |
PLTR Palantir Technologies | $383,830 | $20,249 ▼ | -5.0% | 16,681 | 0.1% | Business Services |
PEP PepsiCo | $377,672 | $1,050 ▼ | -0.3% | 2,158 | 0.1% | Consumer Staples |
MUB iShares National Muni Bond ETF | $375,524 | | 0.0% | 3,490 | 0.1% | ETF |
VHT Vanguard Health Care ETF | $374,129 | | 0.0% | 1,383 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $371,439 | $21,052 ▼ | -5.4% | 3,070 | 0.1% | ETF |
XLB Materials Select Sector SPDR Fund | $370,971 | $93 ▲ | 0.0% | 3,994 | 0.1% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $370,515 | $52,233 ▼ | -12.4% | 7,285 | 0.1% | Finance |
EEM iShares MSCI Emerging Markets ETF | $368,036 | $88,733 ▼ | -19.4% | 8,959 | 0.1% | Finance |
CYTK Cytokinetics | $365,554 | $365,554 ▲ | New Holding | 5,214 | 0.1% | Medical |
IEI iShares 3-7 Year Treasury Bond ETF | $364,802 | $7,759 ▼ | -2.1% | 3,150 | 0.1% | ETF |
VMC Vulcan Materials | $358,617 | | 0.0% | 1,314 | 0.1% | Construction |
PRU Prudential Financial | $357,131 | | 0.0% | 3,042 | 0.1% | Finance |
DIA SPDR Dow Jones Industrial Average ETF Trust | $355,597 | $10,740 ▼ | -2.9% | 894 | 0.1% | Finance |
VDE Vanguard Energy ETF | $355,458 | | 0.0% | 2,699 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $354,427 | | 0.0% | 676 | 0.1% | ETF |
PFF iShares Preferred and Income Securities ETF | $348,084 | | 0.0% | 10,800 | 0.1% | ETF |
FANG Diamondback Energy | $347,392 | | 0.0% | 1,753 | 0.1% | Oils/Energy |
XLU Utilities Select Sector SPDR Fund | $341,249 | $341,249 ▲ | New Holding | 5,198 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $341,095 | | 0.0% | 1,012 | 0.1% | ETF |
HYD VanEck High Yield Muni ETF | $336,816 | | 0.0% | 6,445 | 0.1% | ETF |
VPU Vanguard Utilities ETF | $333,209 | | 0.0% | 2,337 | 0.1% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $313,150 | | 0.0% | 3,040 | 0.1% | ETF |
CSCO Cisco Systems | $308,194 | $308,194 ▲ | New Holding | 6,175 | 0.1% | Computer and Technology |
GS The Goldman Sachs Group | $303,661 | | 0.0% | 727 | 0.1% | Finance |
TMO Thermo Fisher Scientific | $298,161 | $12,787 ▼ | -4.1% | 513 | 0.1% | Medical |
VZ Verizon Communications | $273,542 | $273,542 ▲ | New Holding | 6,519 | 0.1% | Computer and Technology |
IYJ iShares U.S. Industrials ETF | $270,151 | | 0.0% | 2,149 | 0.1% | ETF |
AVGO Broadcom | $266,407 | $5,302 ▼ | -2.0% | 201 | 0.1% | Computer and Technology |
WBD Warner Bros. Discovery | $263,768 | $22,392 ▲ | 9.3% | 30,214 | 0.1% | Consumer Discretionary |
NEE NextEra Energy | $259,627 | $259,627 ▲ | New Holding | 4,062 | 0.1% | Utilities |
GE General Electric | $256,625 | $256,625 ▲ | New Holding | 1,462 | 0.1% | Transportation |
IYW iShares U.S. Technology ETF | $254,453 | $11,345 ▼ | -4.3% | 1,884 | 0.1% | Manufacturing |
V Visa | $250,614 | $2,512 ▼ | -1.0% | 898 | 0.1% | Business Services |
FI Fiserv | $241,488 | | 0.0% | 1,511 | 0.1% | Business Services |
IJH iShares Core S&P Mid-Cap ETF | $239,012 | $191,210 ▲ | 400.0% | 3,935 | 0.1% | ETF |
LCUT Lifetime Brands | $235,182 | $235,182 ▲ | New Holding | 22,441 | 0.1% | Consumer Discretionary |
DE Deere & Company | $230,761 | $230,761 ▲ | New Holding | 562 | 0.1% | Industrial Products |
ADBE Adobe | $230,602 | | 0.0% | 457 | 0.1% | Computer and Technology |
ABNB Airbnb | $230,119 | $230,119 ▲ | New Holding | 1,395 | 0.1% | Computer and Technology |
XYL Xylem | $221,259 | $23,263 ▼ | -9.5% | 1,712 | 0.1% | Industrial Products |
BA Boeing | $220,395 | $78,933 ▼ | -26.4% | 1,142 | 0.1% | Aerospace |
TXN Texas Instruments | $218,459 | $10,801 ▲ | 5.2% | 1,254 | 0.1% | Computer and Technology |
HDV iShares Core High Dividend ETF | $214,910 | $214,910 ▲ | New Holding | 1,950 | 0.1% | ETF |
GDX VanEck Gold Miners ETF | $212,360 | $212,360 ▲ | New Holding | 6,716 | 0.1% | ETF |
RSG Republic Services | $209,435 | $209,435 ▲ | New Holding | 1,094 | 0.1% | Business Services |
DVY iShares Select Dividend ETF | $207,558 | $3,079 ▼ | -1.5% | 1,685 | 0.1% | ETF |
ED Consolidated Edison | $206,484 | $908 ▲ | 0.4% | 2,274 | 0.1% | Utilities |
IVW iShares S&P 500 Growth ETF | $204,936 | $204,936 ▲ | New Holding | 2,427 | 0.1% | ETF |
UNP Union Pacific | $202,646 | | 0.0% | 824 | 0.1% | Transportation |
GOLD Barrick Gold | $190,495 | $5,242 ▼ | -2.7% | 11,448 | 0.1% | Basic Materials |
MYN BlackRock MuniYield New York Quality Fund | $134,603 | | 0.0% | 12,795 | 0.0% | Finance |
ABEV Ambev | $90,813 | | 0.0% | 36,618 | 0.0% | Consumer Staples |
ANGI Angi | $55,122 | $5,738 ▲ | 11.6% | 21,039 | 0.0% | Computer and Technology |
LXRX Lexicon Pharmaceuticals | $28,800 | | 0.0% | 12,000 | 0.0% | Medical |
AREC American Resources | $14,100 | | 0.0% | 10,000 | 0.0% | Basic Materials |
NYT New York Times | $0 | $223,737 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
CHENIERE ENERGY INC
| $0 | $201,438 ▼ | -100.0% | 0 | 0.0% | COM NEW |