AAPL Apple | $41,865,408 | $374,846 ▲ | 0.9% | 204,052 | 5.8% | Computer and Technology |
MSFT Microsoft | $20,540,777 | $915,245 ▲ | 4.7% | 41,295 | 2.8% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $18,708,706 | $531,403 ▼ | -2.8% | 241,902 | 2.6% | ETF |
MSTR MicroStrategy | $17,192,710 | $595,027 ▼ | -3.3% | 42,532 | 2.4% | Computer and Technology |
VUG Vanguard Growth ETF | $16,331,702 | $124,505 ▲ | 0.8% | 37,253 | 2.3% | ETF |
IWF iShares Russell 1000 Growth ETF | $16,023,381 | $142,236 ▲ | 0.9% | 37,739 | 2.2% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $14,137,412 | $901,928 ▲ | 6.8% | 150,414 | 2.0% | SHS |
VTV Vanguard Value ETF | $13,790,275 | $246,905 ▲ | 1.8% | 78,026 | 1.9% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $10,772,011 | $175,933 ▲ | 1.7% | 188,949 | 1.5% | ETF |
VDC Vanguard Consumer Staples ETF | $9,542,109 | $104,026 ▲ | 1.1% | 43,571 | 1.3% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $8,637,364 | $54,550 ▲ | 0.6% | 105,928 | 1.2% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $8,617,790 | $224,676 ▲ | 2.7% | 70,998 | 1.2% | ETF |
VHT Vanguard Health Care ETF | $8,004,995 | $420,936 ▼ | -5.0% | 32,234 | 1.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,386,784 | $103,048 ▼ | -1.4% | 55,411 | 1.0% | ETF |
BRK.B Berkshire Hathaway | $7,379,818 | $41,290 ▼ | -0.6% | 15,192 | 1.0% | Finance |
AMZN Amazon.com | $7,120,083 | $860,667 ▲ | 13.7% | 32,454 | 1.0% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $6,999,324 | $147,031 ▲ | 2.1% | 286,388 | 1.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,954,064 | $50,152 ▲ | 0.7% | 140,600 | 1.0% | ETF |
NVDA NVIDIA | $6,854,532 | $772,727 ▲ | 12.7% | 43,386 | 0.9% | Computer and Technology |
XLG Invesco S&P 500 Top 50 ETF | $6,411,434 | $239,556 ▲ | 3.9% | 123,060 | 0.9% | ETF |
RWL Invesco S&P 500 Revenue ETF | $6,270,257 | $1,873,266 ▲ | 42.6% | 60,123 | 0.9% | ETF |
VZ Verizon Communications | $6,203,793 | $1,462,483 ▲ | 30.8% | 143,374 | 0.9% | Computer and Technology |
GRAYSCALE BITCOIN TRUST ETF
| $6,184,107 | $628,590 ▲ | 11.3% | 72,900 | 0.9% | SHS REP COM UT |
RDVY First Trust Rising Dividend Achievers ETF | $6,176,386 | $6,964 ▼ | -0.1% | 98,444 | 0.9% | Manufacturing |
BSV Vanguard Short-Term Bond ETF | $6,028,621 | $791,481 ▲ | 15.1% | 76,603 | 0.8% | ETF |
LLY Eli Lilly and Company | $5,697,990 | $261,905 ▲ | 4.8% | 7,310 | 0.8% | Medical |
QQQ Invesco QQQ | $5,232,366 | $1,576,605 ▲ | 43.1% | 9,485 | 0.7% | Finance |
BUFR FT Vest Laddered Buffer ETF | $4,875,574 | $275,579 ▲ | 6.0% | 153,320 | 0.7% | ETF |
O Realty Income | $4,846,009 | $221,800 ▼ | -4.4% | 84,117 | 0.7% | Finance |
REAVES UTIL INCOME FD
| $4,776,160 | $730,004 ▼ | -13.3% | 132,011 | 0.7% | COM SH BEN INT |
VB Vanguard Small-Cap ETF | $4,690,131 | $27,490 ▼ | -0.6% | 19,791 | 0.6% | ETF |
PG Procter & Gamble | $4,605,999 | $28,837 ▲ | 0.6% | 28,910 | 0.6% | Consumer Staples |
WMT Walmart | $4,541,107 | $263,811 ▲ | 6.2% | 46,442 | 0.6% | Retail/Wholesale |
SLV iShares Silver Trust | $4,434,993 | $588,972 ▲ | 15.3% | 135,172 | 0.6% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $4,429,510 | $4,588 ▲ | 0.1% | 95,587 | 0.6% | ETF |
IWY iShares Russell Top 200 Growth ETF | $4,422,381 | $27,363 ▼ | -0.6% | 17,940 | 0.6% | ETF |
XLK Technology Select Sector SPDR Fund | $4,394,114 | $3,039 ▼ | -0.1% | 17,352 | 0.6% | ETF |
GLD SPDR Gold Shares | $4,390,771 | $914 ▲ | 0.0% | 14,404 | 0.6% | Finance |
VIG Vanguard Dividend Appreciation ETF | $4,390,641 | $114,617 ▲ | 2.7% | 21,452 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,352,459 | $148,854 ▲ | 3.5% | 149,006 | 0.6% | ETF |
IVV iShares Core S&P 500 ETF | $4,326,007 | $3,156,799 ▲ | 270.0% | 6,967 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,277,730 | $193,553 ▼ | -4.3% | 39,141 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,260,899 | $1,323,499 ▲ | 45.1% | 6,896 | 0.6% | Finance |
IWD iShares Russell 1000 Value ETF | $4,196,755 | $119,646 ▲ | 2.9% | 21,607 | 0.6% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $4,063,373 | $162,583 ▲ | 4.2% | 10,247 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $3,981,639 | $210,920 ▼ | -5.0% | 13,101 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $3,845,427 | $174,763 ▲ | 4.8% | 138,975 | 0.5% | ETF |
EPD Enterprise Products Partners | $3,790,941 | $45,492 ▼ | -1.2% | 122,249 | 0.5% | Energy |
MGK Vanguard Mega Cap Growth ETF | $3,654,824 | $98,868 ▼ | -2.6% | 9,981 | 0.5% | ETF |
STEW SRH Total Return Fund | $3,624,365 | $53,482 ▲ | 1.5% | 204,998 | 0.5% | Finance |
PFE Pfizer | $3,590,462 | $6,472 ▲ | 0.2% | 148,121 | 0.5% | Medical |
SCHD Schwab US Dividend Equity ETF | $3,353,094 | $821,446 ▲ | 32.4% | 126,532 | 0.5% | ETF |
ADX Adams Diversified Equity Fund | $3,304,523 | $59,898 ▲ | 1.8% | 152,212 | 0.5% | Finance |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $3,274,451 | $346,462 ▲ | 11.8% | 108,461 | 0.5% | ETF |
PRU Prudential Financial | $3,222,025 | $23,207 ▲ | 0.7% | 29,989 | 0.4% | Finance |
PCN PIMCO Corporate & Income Strategy Fund | $3,127,173 | $1,551,328 ▲ | 98.4% | 246,428 | 0.4% | Financial Services |
GOOGL Alphabet | $3,102,454 | $335,181 ▲ | 12.1% | 17,605 | 0.4% | Computer and Technology |
PDO Pimco Dynamic Income Opportunities Fund | $3,027,838 | $113,043 ▲ | 3.9% | 224,617 | 0.4% | Basic Materials |
XLE Energy Select Sector SPDR Fund | $2,989,448 | $278,769 ▲ | 10.3% | 35,249 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $2,986,941 | $140,316 ▲ | 4.9% | 10,303 | 0.4% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $2,824,127 | $94,952 ▲ | 3.5% | 45,536 | 0.4% | ETF |
IBM International Business Machines | $2,808,418 | $20,340 ▲ | 0.7% | 9,527 | 0.4% | Computer and Technology |
PFN PIMCO Income Strategy Fund II | $2,754,188 | $31,910 ▲ | 1.2% | 372,691 | 0.4% | Financial Services |
DLY DoubleLine Yield Opportunities Fund | $2,750,159 | $108,803 ▲ | 4.1% | 176,405 | 0.4% | |
VGIT Vanguard Intermediate-Term Treasury ETF | $2,690,594 | $213,939 ▼ | -7.4% | 44,986 | 0.4% | ETF |
JNJ Johnson & Johnson | $2,664,634 | $3,055 ▼ | -0.1% | 17,444 | 0.4% | Medical |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $2,612,326 | $4,399 ▲ | 0.2% | 77,794 | 0.4% | ETF |
GOOG Alphabet | $2,595,763 | $334,382 ▲ | 14.8% | 14,633 | 0.4% | Computer and Technology |
RNP Cohen & Steers REIT and Preferred Income Fund | $2,573,724 | $339,001 ▲ | 15.2% | 113,031 | 0.4% | Financial Services |
VOO Vanguard S&P 500 ETF | $2,489,906 | $966,877 ▲ | 63.5% | 4,383 | 0.3% | ETF |
ADBE Adobe | $2,437,731 | $112,969 ▲ | 4.9% | 6,301 | 0.3% | Computer and Technology |
WEA Western Asset Premier Bond Fund | $2,377,669 | $90,348 ▼ | -3.7% | 219,140 | 0.3% | Financial Services |
LAM RESEARCH CORP
| $2,360,113 | $225,440 ▲ | 10.6% | 24,246 | 0.3% | COM NEW |
TSLA Tesla | $2,332,577 | $165,818 ▲ | 7.7% | 7,343 | 0.3% | Auto/Tires/Trucks |
BKT Blackrock Income Trust | $2,317,482 | $1,754,726 ▲ | 311.8% | 197,232 | 0.3% | Finance |
PAXS PIMCO Access Income Fund | $2,297,172 | $795,375 ▲ | 53.0% | 152,030 | 0.3% | Financial Services |
UTF Cohen & Steers Infrastructure Fund | $2,281,612 | $10,996 ▼ | -0.5% | 84,661 | 0.3% | Financial Services |
USHY iShares Broad USD High Yield Corporate Bond ETF | $2,261,098 | $20,218 ▼ | -0.9% | 60,280 | 0.3% | ETF |
DPG Duff & Phelps Utility and Infrastructure Fund | $2,233,940 | $800,632 ▼ | -26.4% | 180,011 | 0.3% | Financial Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,205,662 | $33,626 ▲ | 1.5% | 16,333 | 0.3% | ETF |
RQI Cohen & Steers Quality Income Realty Fund | $2,198,872 | $46,389 ▲ | 2.2% | 176,616 | 0.3% | Financial Services |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | $2,186,457 | $500,653 ▲ | 29.7% | 144,035 | 0.3% | Financial Services |
DMO Western Asset Mortgage Opportunity Fund | $2,186,376 | $118,397 ▲ | 5.7% | 183,114 | 0.3% | Financial Services |
RSP Invesco S&P 500 Equal Weight ETF | $2,161,603 | $435,447 ▲ | 25.2% | 11,894 | 0.3% | ETF |
BMY Bristol Myers Squibb | $2,114,472 | $7,592 ▲ | 0.4% | 45,679 | 0.3% | Medical |
META Meta Platforms | $2,112,842 | $248,700 ▲ | 13.3% | 2,863 | 0.3% | Computer and Technology |
FPF First Trust Intermediate Duration Preferred & Income Fund | $2,099,177 | $77,501 ▼ | -3.6% | 111,540 | 0.3% | Financial Services |
HD Home Depot | $2,080,559 | $367 ▲ | 0.0% | 5,675 | 0.3% | Retail/Wholesale |
WDI Western Asset Diversified Income Fund | $2,057,418 | $82,674 ▼ | -3.9% | 138,640 | 0.3% | |
PPLT abrdn Physical Platinum Shares ETF | $2,027,355 | $74,951 ▲ | 3.8% | 16,500 | 0.3% | ETF |
GSUS Goldman Sachs MarketBeta U.S. Equity ETF | $1,994,515 | $1,994,515 ▲ | New Holding | 23,309 | 0.3% | ETF |
IFN India Fund | $1,968,542 | $79,245 ▲ | 4.2% | 119,089 | 0.3% | Finance |
ACWV iShares MSCI Global Min Vol Factor ETF | $1,964,306 | $37,349 ▲ | 1.9% | 16,567 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $1,934,257 | $801,319 ▲ | 70.7% | 19,499 | 0.3% | Finance |
VNQ Vanguard Real Estate ETF | $1,831,136 | $32,863 ▼ | -1.8% | 20,561 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,827,248 | $3,323 ▲ | 0.2% | 6,598 | 0.3% | ETF |
WPC W.P. Carey | $1,823,305 | $33,124 ▲ | 1.9% | 29,229 | 0.3% | Finance |
CSCO Cisco Systems | $1,803,190 | $4,579 ▼ | -0.3% | 25,990 | 0.2% | Computer and Technology |
PTY Pimco Corporate & Income Opportunity Fund | $1,792,123 | $1,792,123 ▲ | New Holding | 128,837 | 0.2% | Finance |
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF | $1,742,693 | $1,742,693 ▲ | New Holding | 42,155 | 0.2% | ETF |
