AAPL Apple | $2,656,538 | $81,165 ▲ | 3.2% | 11,959,383 | 3.8% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $1,662,774 | $89,687 ▲ | 5.7% | 2,959,199 | 2.4% | ETF |
NVDA NVIDIA | $1,386,195 | $65,774 ▲ | 5.0% | 12,790,140 | 2.0% | Computer and Technology |
MSFT Microsoft | $1,350,623 | $28,145 ▲ | 2.1% | 3,597,918 | 1.9% | Computer and Technology |
QQQ Invesco QQQ | $1,163,036 | $25,764 ▲ | 2.3% | 2,480,244 | 1.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $1,097,327 | $30,606 ▼ | -2.7% | 1,961,649 | 1.6% | Finance |
AMZN Amazon.com | $1,075,613 | $72,311 ▲ | 7.2% | 5,653,382 | 1.5% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $946,939 | $114,975 ▲ | 13.8% | 18,629,538 | 1.3% | ETF |
BRK.B Berkshire Hathaway | $896,809 | $56,981 ▲ | 6.8% | 1,683,895 | 1.3% | Finance |
IWF iShares Russell 1000 Growth ETF | $784,746 | $27,092 ▲ | 3.6% | 2,173,269 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $776,229 | $37,865 ▲ | 5.1% | 1,510,438 | 1.1% | ETF |
VTI Vanguard Total Stock Market ETF | $703,823 | $75,181 ▲ | 12.0% | 2,560,845 | 1.0% | ETF |
VUG Vanguard Growth ETF | $688,388 | $25,640 ▼ | -3.6% | 1,856,393 | 1.0% | ETF |
VTV Vanguard Value ETF | $593,355 | $13,202 ▼ | -2.2% | 3,434,961 | 0.8% | ETF |
VIG Vanguard Dividend Appreciation ETF | $586,119 | $27,937 ▲ | 5.0% | 3,021,385 | 0.8% | ETF |
DGRO iShares Core Dividend Growth ETF | $494,006 | $14,189 ▲ | 3.0% | 7,996,206 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $456,260 | $23,050 ▲ | 5.3% | 1,860,006 | 0.6% | Finance |
GOOGL Alphabet | $444,144 | $29,804 ▲ | 7.2% | 2,872,115 | 0.6% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $437,530 | $8,642 ▲ | 2.0% | 4,184,086 | 0.6% | ETF |
COST Costco Wholesale | $404,187 | $19,487 ▲ | 5.1% | 427,359 | 0.6% | Retail/Wholesale |
CGGR Capital Group Growth ETF | $399,956 | $48,491 ▲ | 13.8% | 11,677,554 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $393,139 | $23,110 ▲ | 6.2% | 2,089,385 | 0.6% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $386,901 | $23,002 ▲ | 6.3% | 6,630,700 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $377,360 | $10,229 ▲ | 2.8% | 13,496,416 | 0.5% | ETF |
META Meta Platforms | $367,111 | $14,604 ▲ | 4.1% | 636,948 | 0.5% | Computer and Technology |
RDVY First Trust Rising Dividend Achievers ETF | $355,598 | $25,433 ▲ | 7.7% | 6,074,450 | 0.5% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $341,992 | $23,082 ▲ | 7.2% | 7,556,173 | 0.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $331,509 | $23,975 ▲ | 7.8% | 1,939,900 | 0.5% | ETF |
CGDV Capital Group Dividend Value ETF | $331,014 | $43,575 ▲ | 15.2% | 9,287,713 | 0.5% | ETF |
GLD SPDR Gold Shares | $328,970 | $46,574 ▲ | 16.5% | 1,141,703 | 0.5% | Finance |
MUB iShares National Muni Bond ETF | $328,018 | $18,907 ▲ | 6.1% | 3,110,944 | 0.5% | ETF |
IVW iShares S&P 500 Growth ETF | $327,992 | $13,662 ▲ | 4.3% | 3,533,251 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $321,170 | $18,946 ▲ | 6.3% | 2,490,460 | 0.5% | ETF |
GOOG Alphabet | $319,319 | $13,094 ▲ | 4.3% | 2,043,900 | 0.5% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $318,557 | $20,668 ▼ | -6.1% | 9,656,173 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $317,860 | $10,586 ▼ | -3.2% | 1,229,064 | 0.4% | ETF |
PG Procter & Gamble | $316,376 | $13,541 ▲ | 4.5% | 1,856,447 | 0.4% | Consumer Staples |
LLY Eli Lilly and Company | $311,550 | $14,325 ▲ | 4.8% | 377,220 | 0.4% | Medical |
XOM Exxon Mobil | $307,797 | $11,094 ▲ | 3.7% | 2,588,050 | 0.4% | Energy |
COWZ Pacer US Cash Cows 100 ETF | $306,711 | $12,411 ▲ | 4.2% | 5,601,002 | 0.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $296,412 | $75,295 ▲ | 34.1% | 1,711,087 | 0.4% | ETF |
V Visa | $295,048 | $11,591 ▲ | 4.1% | 841,887 | 0.4% | Business Services |
IWP iShares Russell Mid-Cap Growth ETF | $293,472 | $1,961 ▲ | 0.7% | 2,497,849 | 0.4% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $284,368 | $13,747 ▲ | 5.1% | 2,257,427 | 0.4% | ETF |
JNJ Johnson & Johnson | $280,441 | $2,201 ▲ | 0.8% | 1,691,034 | 0.4% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $280,174 | $44,480 ▲ | 18.9% | 4,903,295 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $269,393 | $36,400 ▲ | 15.6% | 3,561,043 | 0.4% | ETF |
ABBV AbbVie | $264,758 | $8,405 ▲ | 3.3% | 1,263,640 | 0.4% | Medical |
WMT Walmart | $256,297 | $7,805 ▲ | 3.1% | 2,919,436 | 0.4% | Retail/Wholesale |
HD Home Depot | $255,329 | $4,192 ▲ | 1.7% | 696,688 | 0.4% | Retail/Wholesale |
TSLA Tesla | $250,818 | $10,239 ▲ | 4.3% | 967,813 | 0.4% | Auto/Tires/Trucks |
VB Vanguard Small-Cap ETF | $249,910 | $597 ▲ | 0.2% | 1,126,991 | 0.4% | ETF |
BUFR FT Vest Laddered Buffer ETF | $247,251 | $7,869 ▼ | -3.1% | 8,327,755 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $243,533 | $9,210 ▲ | 3.9% | 3,111,051 | 0.3% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $234,069 | $186,868 ▲ | 395.9% | 6,428,708 | 0.3% | ETF |
IAU iShares Gold Trust | $226,972 | $36,055 ▲ | 18.9% | 3,849,591 | 0.3% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $225,679 | $41,957 ▲ | 22.8% | 2,281,427 | 0.3% | Finance |
CVX Chevron | $222,461 | $2,643 ▲ | 1.2% | 1,329,793 | 0.3% | Energy |
VONG Vanguard Russell 1000 Growth ETF | $213,536 | $8,833 ▲ | 4.3% | 2,301,287 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $213,268 | $22,867 ▲ | 12.0% | 1,119,046 | 0.3% | ETF |
IWY iShares Russell Top 200 Growth ETF | $207,929 | $146,275 ▼ | -41.3% | 985,725 | 0.3% | ETF |
VZ Verizon Communications | $206,596 | $4,243 ▲ | 2.1% | 4,554,576 | 0.3% | Computer and Technology |
USMV iShares MSCI USA Min Vol Factor ETF | $204,703 | $5,526 ▲ | 2.8% | 2,185,595 | 0.3% | ETF |
AVGO Broadcom | $201,784 | $1,170 ▼ | -0.6% | 1,205,181 | 0.3% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $198,411 | $3,897 ▲ | 2.0% | 1,626,188 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $194,089 | $988 ▼ | -0.5% | 939,989 | 0.3% | ETF |
NEE NextEra Energy | $192,188 | $1,910 ▲ | 1.0% | 2,711,074 | 0.3% | Utilities |
MOAT VanEck Morningstar Wide Moat ETF | $185,611 | $7,589 ▼ | -3.9% | 2,109,212 | 0.3% | ETF |
MCD McDonald's | $184,952 | $4,460 ▲ | 2.5% | 592,094 | 0.3% | Retail/Wholesale |
IUSG iShares Core S&P U.S. Growth ETF | $180,305 | $7,782 ▲ | 4.5% | 1,418,831 | 0.3% | Manufacturing |
IBM International Business Machines | $176,590 | $423 ▼ | -0.2% | 710,166 | 0.2% | Computer and Technology |
FDVV Fidelity High Dividend ETF | $170,548 | $16,093 ▲ | 10.4% | 3,438,466 | 0.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $166,066 | $43,564 ▲ | 35.6% | 860,358 | 0.2% | ETF |
NFLX Netflix | $163,240 | $24,995 ▲ | 18.1% | 175,050 | 0.2% | Consumer Discretionary |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $163,067 | $13,778 ▼ | -7.8% | 3,835,057 | 0.2% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $163,027 | $209 ▼ | -0.1% | 3,537,904 | 0.2% | Manufacturing |
FEDERATED HERMES ETF TRUST
| $161,777 | $161,777 ▲ | New Holding | 6,272,869 | 0.2% | MDT LARGE CAP |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $161,748 | $4,659 ▲ | 3.0% | 3,088,570 | 0.2% | Manufacturing |
TLT iShares 20+ Year Treasury Bond ETF | $160,617 | $6,922 ▼ | -4.1% | 1,764,438 | 0.2% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $159,285 | $48,725 ▲ | 44.1% | 4,934,474 | 0.2% | ETF |
UNH UnitedHealth Group | $156,707 | $2,086 ▲ | 1.3% | 299,203 | 0.2% | Medical |
FV First Trust Dorsey Wright Focus 5 ETF | $156,122 | $197 ▼ | -0.1% | 2,845,827 | 0.2% | Manufacturing |
SPYG SPDR Portfolio S&P 500 Growth ETF | $152,472 | $14,119 ▲ | 10.2% | 1,897,130 | 0.2% | ETF |
FBND Fidelity Total Bond ETF | $152,122 | $12,907 ▲ | 9.3% | 3,332,350 | 0.2% | ETF |
SDY SPDR S&P Dividend ETF | $150,952 | $1,169 ▲ | 0.8% | 1,112,558 | 0.2% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $149,035 | $7,505 ▲ | 5.3% | 1,614,854 | 0.2% | Manufacturing |
CAT Caterpillar | $144,769 | $1,381 ▲ | 1.0% | 438,960 | 0.2% | Industrials |
PVAL Putnam Focused Large Cap Value ETF | $142,836 | $96,111 ▲ | 205.7% | 3,750,951 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $142,372 | $3,469 ▲ | 2.5% | 942,986 | 0.2% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $142,053 | $34,571 ▲ | 32.2% | 2,743,400 | 0.2% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $140,034 | $8,147 ▲ | 6.2% | 1,712,751 | 0.2% | ETF |
RTX RTX | $139,678 | $6,363 ▲ | 4.8% | 1,054,495 | 0.2% | Aerospace |
VBR Vanguard Small-Cap Value ETF | $139,391 | $6,260 ▲ | 4.7% | 748,249 | 0.2% | ETF |
MA Mastercard | $138,922 | $12,245 ▼ | -8.1% | 253,452 | 0.2% | Business Services |
FVD First Trust Value Line Dividend Index Fund | $137,749 | $15,500 ▲ | 12.7% | 3,089,246 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $137,718 | $17,884 ▼ | -11.5% | 690,353 | 0.2% | Finance |
CGGO Capital Group Global Growth Equity ETF | $137,481 | $26,863 ▲ | 24.3% | 4,852,845 | 0.2% | ETF |
PEP PepsiCo | $134,083 | $4,972 ▲ | 3.9% | 894,243 | 0.2% | Consumer Staples |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $133,185 | $24,710 ▼ | -15.6% | 5,083,408 | 0.2% | ETF |
MRK Merck & Co., Inc. | $133,131 | $1,986 ▼ | -1.5% | 1,483,192 | 0.2% | Medical |
