BRK.A Berkshire Hathaway | $899,001,480 | $1,903,320 ▼ | -0.2% | 1,417 | 11.9% | Finance |
NVO Novo Nordisk A/S | $834,262,565 | $1,979,543 ▼ | -0.2% | 6,497,372 | 11.1% | Medical |
AAPL Apple | $761,527,576 | $10,964,431 ▼ | -1.4% | 4,440,912 | 10.1% | Computer and Technology |
MSFT Microsoft | $649,608,788 | $6,832,912 ▼ | -1.0% | 1,544,041 | 8.6% | Computer and Technology |
COST Costco Wholesale | $637,151,012 | $3,121,738 ▼ | -0.5% | 869,676 | 8.4% | Retail/Wholesale |
GOOG Alphabet | $321,004,900 | $1,943,447 ▼ | -0.6% | 2,108,268 | 4.3% | Computer and Technology |
BRK.B Berkshire Hathaway | $295,194,948 | $1,338,095 ▼ | -0.5% | 701,976 | 3.9% | Finance |
VHT Vanguard Health Care ETF | $203,292,791 | $920,309 ▼ | -0.5% | 751,489 | 2.7% | ETF |
AMZN Amazon.com | $184,955,880 | $2,001,136 ▼ | -1.1% | 1,025,368 | 2.5% | Retail/Wholesale |
ABT Abbott Laboratories | $174,009,350 | $1,635,795 ▼ | -0.9% | 1,530,964 | 2.3% | Medical |
DIS Walt Disney | $151,569,718 | $127,621 ▼ | -0.1% | 1,238,720 | 2.0% | Consumer Discretionary |
BDX Becton, Dickinson and Company | $141,259,444 | $588,436 ▼ | -0.4% | 570,861 | 1.9% | Medical |
ACN Accenture | $128,482,088 | $1,058,894 ▼ | -0.8% | 370,682 | 1.7% | Business Services |
TJX TJX Companies | $116,189,287 | $665,214 ▲ | 0.6% | 1,145,625 | 1.5% | Retail/Wholesale |
MCD McDonald's | $113,000,877 | $6,203 ▲ | 0.0% | 400,783 | 1.5% | Retail/Wholesale |
BAC Bank of America | $109,926,888 | $575,967 ▲ | 0.5% | 2,898,916 | 1.5% | Finance |
SBUX Starbucks | $102,702,620 | $771,880 ▼ | -0.7% | 1,123,784 | 1.4% | Retail/Wholesale |
NKE NIKE | $101,746,009 | $106,009 ▲ | 0.1% | 1,082,635 | 1.3% | Consumer Discretionary |
ABBV AbbVie | $97,183,856 | $617,683 ▼ | -0.6% | 533,684 | 1.3% | Medical |
GOOGL Alphabet | $95,101,748 | $71,390 ▲ | 0.1% | 630,105 | 1.3% | Computer and Technology |
CVX Chevron | $93,775,799 | $2,117,975 ▲ | 2.3% | 594,496 | 1.2% | Oils/Energy |
JNJ Johnson & Johnson | $87,211,589 | $1,321,045 ▼ | -1.5% | 551,309 | 1.2% | Medical |
UL Unilever | $84,686,089 | $364,931 ▼ | -0.4% | 1,687,310 | 1.1% | Consumer Staples |
CMCSA Comcast | $73,327,427 | $178,385 ▲ | 0.2% | 1,691,521 | 1.0% | Consumer Discretionary |
PEP PepsiCo | $72,796,285 | $41,827 ▼ | -0.1% | 415,955 | 1.0% | Consumer Staples |
CL Colgate-Palmolive | $72,006,231 | $1,243,410 ▼ | -1.7% | 799,625 | 1.0% | Consumer Staples |
FDS FactSet Research Systems | $67,429,204 | $34,988 ▼ | -0.1% | 148,395 | 0.9% | Business Services |
WMT Walmart | $51,950,838 | $34,495,341 ▲ | 197.6% | 863,401 | 0.7% | Retail/Wholesale |
HD Home Depot | $40,391,380 | $266,217 ▼ | -0.7% | 105,296 | 0.5% | Retail/Wholesale |
EXPD Expeditors International of Washington | $39,520,097 | $457,103 ▼ | -1.1% | 325,081 | 0.5% | Transportation |
AWK American Water Works | $36,919,152 | $433,845 ▼ | -1.2% | 302,096 | 0.5% | Utilities |
PGR Progressive | $29,939,263 | $414,674 ▼ | -1.4% | 144,760 | 0.4% | Finance |
LMT Lockheed Martin | $27,470,509 | $122,360 ▲ | 0.4% | 60,392 | 0.4% | Aerospace |
BAX Baxter International | $24,267,373 | $187,970 ▼ | -0.8% | 567,791 | 0.3% | Medical |
VZ Verizon Communications | $23,998,779 | $112,033 ▲ | 0.5% | 571,944 | 0.3% | Computer and Technology |
MRK Merck & Co., Inc. | $23,347,893 | $192,119 ▲ | 0.8% | 176,945 | 0.3% | Medical |
MA Mastercard | $23,151,478 | $705,018 ▼ | -3.0% | 48,075 | 0.3% | Business Services |
VUG Vanguard Growth ETF | $20,412,818 | $850,864 ▲ | 4.3% | 59,305 | 0.3% | ETF |
BANK AMERICA CORP
| $19,029,409 | $81,174 ▼ | -0.4% | 15,941 | 0.3% | 7.25%CNV PFD L |
ECL Ecolab | $17,295,103 | | 0.0% | 74,903 | 0.2% | Basic Materials |
BUD Anheuser-Busch InBev SA/NV | $16,862,621 | $130,069 ▲ | 0.8% | 277,437 | 0.2% | Consumer Staples |
XOM Exxon Mobil | $16,691,351 | $7,439 ▼ | 0.0% | 143,594 | 0.2% | Oils/Energy |
VOO Vanguard S&P 500 ETF | $16,417,828 | $1,005,624 ▼ | -5.8% | 34,154 | 0.2% | ETF |
EW Edwards Lifesciences | $16,260,107 | $8,123 ▼ | 0.0% | 170,156 | 0.2% | Medical |
SCHW Charles Schwab | $15,446,037 | $112,995 ▼ | -0.7% | 213,520 | 0.2% | Finance |
UPS United Parcel Service | $15,022,813 | $420,921 ▼ | -2.7% | 101,075 | 0.2% | Transportation |
J Jacobs Solutions | $14,491,512 | $1,609,553 ▲ | 12.5% | 94,266 | 0.2% | Business Services |
TSM Taiwan Semiconductor Manufacturing | $12,590,339 | $299,310 ▲ | 2.4% | 92,542 | 0.2% | Computer and Technology |
UNP Union Pacific | $11,682,107 | $45,989 ▲ | 0.4% | 47,502 | 0.2% | Transportation |
SHEL Shell | $11,309,715 | $2,196,432 ▲ | 24.1% | 168,701 | 0.1% | Oils/Energy |
QQQ Invesco QQQ | $9,484,498 | $55,945 ▼ | -0.6% | 21,361 | 0.1% | Finance |
PG Procter & Gamble | $9,076,599 | $181,882 ▼ | -2.0% | 55,942 | 0.1% | Consumer Staples |
RTX RTX | $9,062,390 | $698,120 ▲ | 8.3% | 92,919 | 0.1% | Aerospace |
OKE ONEOK | $9,048,628 | $20,043 ▼ | -0.2% | 112,868 | 0.1% | Oils/Energy |
HSIC Henry Schein | $9,006,289 | $1,101,082 ▲ | 13.9% | 119,257 | 0.1% | Medical |
TMO Thermo Fisher Scientific | $8,156,120 | $19,180 ▲ | 0.2% | 14,033 | 0.1% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $7,819,130 | $2,106,718 ▼ | -21.2% | 151,534 | 0.1% | ETF |
NEE NextEra Energy | $7,732,535 | $135,617 ▲ | 1.8% | 120,991 | 0.1% | Utilities |
SPG Simon Property Group | $7,661,907 | $64,161 ▲ | 0.8% | 48,961 | 0.1% | Finance |
VCSH Vanguard Short-Term Corporate Bond ETF | $7,189,057 | $406,264 ▼ | -5.3% | 92,990 | 0.1% | ETF |
KO Coca-Cola | $7,187,262 | $283,264 ▼ | -3.8% | 117,477 | 0.1% | Consumer Staples |
AMGN Amgen | $7,114,539 | $703,408 ▲ | 11.0% | 25,023 | 0.1% | Medical |
LLY Eli Lilly and Company | $6,953,406 | $35,008 ▲ | 0.5% | 8,938 | 0.1% | Medical |
CP Canadian Pacific Kansas City | $6,829,472 | $62,160 ▼ | -0.9% | 77,458 | 0.1% | Transportation |
META Meta Platforms | $6,636,422 | $191,804 ▲ | 3.0% | 13,667 | 0.1% | Computer and Technology |
ALSN Allison Transmission | $6,355,640 | $88,059 ▼ | -1.4% | 78,310 | 0.1% | Auto/Tires/Trucks |
QCOM QUALCOMM | $5,882,159 | $42,664 ▲ | 0.7% | 34,744 | 0.1% | Computer and Technology |
EMR Emerson Electric | $5,871,527 | $148,807 ▲ | 2.6% | 51,768 | 0.1% | Industrial Products |
ZBH Zimmer Biomet | $5,609,414 | $218,559 ▼ | -3.8% | 42,502 | 0.1% | Medical |
LH Laboratory Co. of America | $5,150,413 | $1,064,556 ▲ | 26.1% | 23,576 | 0.1% | Medical |
VVV Valvoline | $4,943,348 | $159,561 ▲ | 3.3% | 110,912 | 0.1% | Basic Materials |
SYY Sysco | $4,819,413 | $164,227 ▼ | -3.3% | 59,367 | 0.1% | Consumer Staples |
CSWI CSW Industrials | $4,598,864 | $10,557 ▼ | -0.2% | 19,603 | 0.1% | Basic Materials |
YUM Yum! Brands | $4,401,167 | | 0.0% | 31,743 | 0.1% | Retail/Wholesale |
MDT Medtronic | $4,207,863 | $14,118 ▼ | -0.3% | 48,283 | 0.1% | Medical |
V Visa | $4,112,523 | $424,202 ▼ | -9.4% | 14,736 | 0.1% | Business Services |
VYM Vanguard High Dividend Yield ETF | $4,066,276 | $414,637 ▼ | -9.3% | 33,608 | 0.1% | ETF |
PFE Pfizer | $4,016,035 | $744,033 ▲ | 22.7% | 144,722 | 0.1% | Medical |
BSV Vanguard Short-Term Bond ETF | $3,651,025 | $103,504 ▼ | -2.8% | 47,620 | 0.0% | ETF |
PYPL PayPal | $3,604,129 | $591,254 ▼ | -14.1% | 53,801 | 0.0% | Computer and Technology |
JPM JPMorgan Chase & Co. | $3,563,337 | $29,244 ▲ | 0.8% | 17,790 | 0.0% | Finance |
NVDA NVIDIA | $3,359,086 | $85,829 ▼ | -2.5% | 3,718 | 0.0% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $3,169,281 | $78,460 ▲ | 2.5% | 6,059 | 0.0% | Finance |
KMI Kinder Morgan | $3,166,309 | $120,641 ▼ | -3.7% | 172,645 | 0.0% | Oils/Energy |
RCI Rogers Communications | $3,102,224 | $47,970 ▼ | -1.5% | 75,664 | 0.0% | Consumer Discretionary |
AMJ JPMorgan Alerian MLP Index ETN | $2,946,008 | $73,761 ▲ | 2.6% | 103,405 | 0.0% | Finance |
DMLP Dorchester Minerals | $2,937,012 | | 0.0% | 87,100 | 0.0% | Oils/Energy |
BLK BlackRock | $2,846,252 | $110,048 ▼ | -3.7% | 3,414 | 0.0% | Finance |
PFIE Profire Energy | $2,746,493 | $105,487 ▲ | 4.0% | 1,484,591 | 0.0% | Oils/Energy |
D Dominion Energy | $2,738,358 | $525,841 ▲ | 23.8% | 55,669 | 0.0% | Utilities |
INTC Intel | $2,709,476 | $88,119 ▼ | -3.1% | 61,342 | 0.0% | Computer and Technology |
DHR Danaher | $2,701,721 | $7,492 ▼ | -0.3% | 10,819 | 0.0% | Multi-Sector Conglomerates |
PSX Phillips 66 | $2,691,517 | $12,741 ▲ | 0.5% | 16,478 | 0.0% | Oils/Energy |
CAH Cardinal Health | $2,457,324 | | 0.0% | 21,960 | 0.0% | Medical |
BBWI Bath & Body Works | $2,406,576 | $82,283 ▲ | 3.5% | 48,112 | 0.0% | Retail/Wholesale |
TTI TETRA Technologies | $2,316,770 | $86,004 ▲ | 3.9% | 522,973 | 0.0% | Oils/Energy |
EPD Enterprise Products Partners | $2,287,391 | $64,196 ▼ | -2.7% | 78,389 | 0.0% | Oils/Energy |
SYK Stryker | $2,233,109 | | 0.0% | 6,240 | 0.0% | Medical |
IFF International Flavors & Fragrances | $2,161,789 | $508,631 ▲ | 30.8% | 25,140 | 0.0% | Consumer Staples |
ISRG Intuitive Surgical | $2,106,397 | | 0.0% | 5,278 | 0.0% | Medical |
NVS Novartis | $2,079,018 | $57,071 ▼ | -2.7% | 21,493 | 0.0% | Medical |
ADP Automatic Data Processing | $1,925,495 | $590,635 ▼ | -23.5% | 7,710 | 0.0% | Business Services |
CVS CVS Health | $1,889,913 | $120,119 ▼ | -6.0% | 23,695 | 0.0% | Retail/Wholesale |
ENB Enbridge | $1,797,820 | $248,195 ▼ | -12.1% | 49,691 | 0.0% | Oils/Energy |
WFC.PL Wells Fargo & Co. Pfd. Series L | $1,757,083 | | 0.0% | 1,441 | 0.0% | Finance |
AXP American Express | $1,636,636 | $604,972 ▼ | -27.0% | 7,188 | 0.0% | Finance |
IDU iShares U.S. Utilities ETF | $1,598,273 | $8,452 ▼ | -0.5% | 18,910 | 0.0% | ETF |
CSCO Cisco Systems | $1,578,354 | $97,275 ▼ | -5.8% | 31,624 | 0.0% | Computer and Technology |
WFC Wells Fargo & Company | $1,578,193 | $41,152 ▼ | -2.5% | 27,229 | 0.0% | Finance |
VTI Vanguard Total Stock Market ETF | $1,574,474 | $110,457 ▲ | 7.5% | 6,058 | 0.0% | ETF |
PCAR PACCAR | $1,566,961 | $21,309 ▼ | -1.3% | 12,648 | 0.0% | Auto/Tires/Trucks |
GE General Electric | $1,528,515 | $270,316 ▼ | -15.0% | 8,708 | 0.0% | Transportation |
HON Honeywell International | $1,524,392 | $2,053 ▼ | -0.1% | 7,427 | 0.0% | Multi-Sector Conglomerates |
ESGV Vanguard ESG US Stock ETF | $1,491,040 | $652,330 ▲ | 77.8% | 16,000 | 0.0% | ETF |
WST West Pharmaceutical Services | $1,486,682 | | 0.0% | 3,757 | 0.0% | Medical |
FDX FedEx | $1,480,861 | $69,538 ▼ | -4.5% | 5,111 | 0.0% | Transportation |
IVV iShares Core S&P 500 ETF | $1,466,261 | $99,889 ▲ | 7.3% | 2,789 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,393,680 | $124,540 ▲ | 9.8% | 7,632 | 0.0% | ETF |
CAT Caterpillar | $1,385,105 | $90,508 ▲ | 7.0% | 3,780 | 0.0% | Industrial Products |
BN Brookfield | $1,341,473 | $120,753 ▲ | 9.9% | 32,039 | 0.0% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $1,312,050 | $11,445 ▼ | -0.9% | 31,411 | 0.0% | ETF |
BOH Bank of Hawaii | $1,266,517 | | 0.0% | 20,300 | 0.0% | Finance |
UNH UnitedHealth Group | $1,246,644 | $26,219 ▼ | -2.1% | 2,520 | 0.0% | Medical |
USB U.S. Bancorp | $1,218,611 | $80,683 ▼ | -6.2% | 27,262 | 0.0% | Finance |
EWS iShares MSCI Singapore ETF | $1,176,325 | $560,439 ▲ | 91.0% | 64,070 | 0.0% | ETF |
DE Deere & Company | $1,150,072 | | 0.0% | 2,800 | 0.0% | Industrial Products |
PM Philip Morris International | $1,149,739 | $25,928 ▼ | -2.2% | 12,549 | 0.0% | Consumer Staples |
LRCX Lam Research | $1,100,789 | $1,100,789 ▲ | New Holding | 1,133 | 0.0% | Computer and Technology |
WY Weyerhaeuser | $1,098,990 | $41,476 ▼ | -3.6% | 30,604 | 0.0% | Construction |
C Citigroup | $1,079,697 | $482,648 ▲ | 80.8% | 17,073 | 0.0% | Finance |
LNT Alliant Energy | $1,075,838 | $115,920 ▼ | -9.7% | 21,346 | 0.0% | Utilities |
ADBE Adobe | $1,062,688 | $673,641 ▲ | 173.2% | 2,106 | 0.0% | Computer and Technology |
TRP TC Energy | $1,031,733 | $119,273 ▼ | -10.4% | 25,665 | 0.0% | Oils/Energy |
UTMD Utah Medical Products | $1,019,575 | $34,844 ▼ | -3.3% | 14,338 | 0.0% | Medical |
BA Boeing | $1,012,619 | $3,860 ▲ | 0.4% | 5,247 | 0.0% | Aerospace |
KMB Kimberly-Clark | $1,007,507 | $32,337 ▼ | -3.1% | 7,789 | 0.0% | Consumer Staples |
AJG Arthur J. Gallagher & Co. | $1,005,411 | $183,029 ▲ | 22.3% | 4,021 | 0.0% | Finance |
ALEX Alexander & Baldwin | $996,023 | $827,123 ▲ | 489.7% | 60,475 | 0.0% | Finance |
YUMC Yum China | $993,875 | | 0.0% | 24,978 | 0.0% | Retail/Wholesale |
AGM Federal Agricultural Mortgage | $993,653 | | 0.0% | 5,047 | 0.0% | Finance |
COP ConocoPhillips | $980,056 | $94,951 ▼ | -8.8% | 7,700 | 0.0% | Oils/Energy |
KR Kroger | $971,210 | | 0.0% | 17,000 | 0.0% | Retail/Wholesale |
OGN Organon & Co. | $938,729 | $33,295 ▼ | -3.4% | 49,932 | 0.0% | Medical |
SU Suncor Energy | $877,019 | $877,019 ▲ | New Holding | 23,761 | 0.0% | Oils/Energy |
LULU Lululemon Athletica | $873,493 | $1,953 ▼ | -0.2% | 2,236 | 0.0% | Consumer Discretionary |
IWF iShares Russell 1000 Growth ETF | $867,230 | | 0.0% | 2,573 | 0.0% | ETF |
EBAY eBay | $819,146 | $21,112 ▼ | -2.5% | 15,520 | 0.0% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $817,460 | | 0.0% | 3,925 | 0.0% | ETF |
ZTS Zoetis | $812,716 | | 0.0% | 4,803 | 0.0% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $795,362 | $11,009 ▲ | 1.4% | 4,696 | 0.0% | ETF |
MMM 3M | $772,826 | $126,223 ▼ | -14.0% | 7,286 | 0.0% | Multi-Sector Conglomerates |
TXN Texas Instruments | $755,897 | | 0.0% | 4,339 | 0.0% | Computer and Technology |
EEM iShares MSCI Emerging Markets ETF | $753,389 | | 0.0% | 18,340 | 0.0% | Finance |
AMAT Applied Materials | $741,603 | $251,601 ▲ | 51.3% | 3,596 | 0.0% | Computer and Technology |
IBM International Business Machines | $741,307 | $33,418 ▲ | 4.7% | 3,882 | 0.0% | Computer and Technology |
ORCL Oracle | $737,205 | $12,561 ▼ | -1.7% | 5,869 | 0.0% | Computer and Technology |
MO Altria Group | $732,816 | $42,137 ▲ | 6.1% | 16,800 | 0.0% | Consumer Staples |
CARR Carrier Global | $728,834 | $150,150 ▲ | 25.9% | 12,538 | 0.0% | Computer and Technology |
T AT&T | $720,685 | $36,714 ▼ | -4.8% | 40,948 | 0.0% | Computer and Technology |
XLV Health Care Select Sector SPDR Fund | $720,184 | | 0.0% | 4,875 | 0.0% | ETF |
ITW Illinois Tool Works | $701,683 | $1,878 ▼ | -0.3% | 2,615 | 0.0% | Industrial Products |
HST Host Hotels & Resorts | $697,598 | | 0.0% | 33,733 | 0.0% | Finance |
BMY Bristol-Myers Squibb | $692,517 | $24,132 ▼ | -3.4% | 12,770 | 0.0% | Medical |
LINDE PLC
| $676,979 | $130,010 ▲ | 23.8% | 1,458 | 0.0% | SHS |
HNI HNI | $676,950 | $406,170 ▼ | -37.5% | 15,000 | 0.0% | Business Services |
CB Chubb | $668,296 | | 0.0% | 2,579 | 0.0% | Finance |
K Kellanova | $661,699 | $8,307 ▼ | -1.2% | 11,550 | 0.0% | Consumer Discretionary |
TGT Target | $639,374 | $6,202 ▼ | -1.0% | 3,608 | 0.0% | Retail/Wholesale |
LMNR Limoneira | $634,311 | $6,181 ▼ | -1.0% | 32,429 | 0.0% | Consumer Staples |
APD Air Products and Chemicals | $613,428 | $101,753 ▲ | 19.9% | 2,532 | 0.0% | Basic Materials |
XLE Energy Select Sector SPDR Fund | $613,193 | $7,081 ▲ | 1.2% | 6,495 | 0.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $596,823 | $43,689 ▲ | 7.9% | 7,855 | 0.0% | ETF |
SNA Snap-on | $592,440 | | 0.0% | 2,000 | 0.0% | Consumer Discretionary |
WMB Williams Companies | $591,370 | $10,717 ▲ | 1.8% | 15,175 | 0.0% | Oils/Energy |
VEA Vanguard FTSE Developed Markets ETF | $575,801 | $50 ▲ | 0.0% | 11,477 | 0.0% | ETF |
MDLZ Mondelez International | $535,360 | $3,150 ▼ | -0.6% | 7,648 | 0.0% | Consumer Staples |
IXN iShares Global Tech ETF | $533,808 | | 0.0% | 7,136 | 0.0% | ETF |
NOC Northrop Grumman | $527,962 | $21,061 ▼ | -3.8% | 1,103 | 0.0% | Aerospace |
NFLX Netflix | $521,696 | $60,733 ▼ | -10.4% | 859 | 0.0% | Consumer Discretionary |
CSX CSX | $514,420 | | 0.0% | 13,877 | 0.0% | Transportation |
NAC Nuveen California Quality Municipal Income Fund | $506,920 | | 0.0% | 46,000 | 0.0% | Financial Services |
CMI Cummins | $500,905 | $7,366 ▲ | 1.5% | 1,700 | 0.0% | Auto/Tires/Trucks |
ELV Elevance Health | $487,946 | | 0.0% | 941 | 0.0% | Medical |
IJH iShares Core S&P Mid-Cap ETF | $486,527 | $389,829 ▲ | 403.1% | 8,010 | 0.0% | ETF |
LOW Lowe's Companies | $476,728 | $4,329 ▼ | -0.9% | 1,872 | 0.0% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $476,673 | $2,100 ▲ | 0.4% | 4,313 | 0.0% | ETF |
AMP Ameriprise Financial | $470,008 | | 0.0% | 1,072 | 0.0% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $458,964 | $57,023 ▲ | 14.2% | 4,950 | 0.0% | ETF |
HUBB Hubbell | $456,555 | | 0.0% | 1,100 | 0.0% | Industrial Products |
KVUE Kenvue | $455,875 | $30,044 ▲ | 7.1% | 21,243 | 0.0% | Consumer Staples |
SCHF Schwab International Equity ETF | $455,676 | $31,216 ▲ | 7.4% | 11,678 | 0.0% | ETF |
TSLA Tesla | $435,959 | $86,137 ▼ | -16.5% | 2,480 | 0.0% | Auto/Tires/Trucks |
IXJ iShares Global Healthcare ETF | $431,284 | | 0.0% | 4,630 | 0.0% | ETF |
IXC iShares Global Energy ETF | $429,500 | | 0.0% | 10,000 | 0.0% | ETF |
OTIS Otis Worldwide | $418,820 | | 0.0% | 4,219 | 0.0% | Construction |
POST Post | $415,236 | | 0.0% | 3,907 | 0.0% | Consumer Staples |
HASI Hannon Armstrong Sustainable Infrastructure Capital | $414,640 | $22,720 ▲ | 5.8% | 14,600 | 0.0% | Finance |
PSA Public Storage | $403,764 | | 0.0% | 1,392 | 0.0% | Finance |
AGR Avangrid | $400,840 | $400,840 ▲ | New Holding | 11,000 | 0.0% | Utilities |
FMS Fresenius Medical Care | $398,267 | $17,988 ▼ | -4.3% | 20,657 | 0.0% | Medical |
PAC Grupo Aeroportuario del Pacífico | $386,550 | | 0.0% | 2,369 | 0.0% | Transportation |
REFI Chicago Atlantic Real Estate Finance | $386,365 | | 0.0% | 24,500 | 0.0% | Finance |
SPGI S&P Global | $377,800 | | 0.0% | 888 | 0.0% | Business Services |
EIX Edison International | $377,345 | | 0.0% | 5,335 | 0.0% | Utilities |
DJCO Daily Journal | $375,713 | | 0.0% | 1,039 | 0.0% | Consumer Staples |
TFC Truist Financial | $362,436 | | 0.0% | 9,298 | 0.0% | Finance |
CHD Church & Dwight | $356,219 | | 0.0% | 3,415 | 0.0% | Consumer Staples |
CHKP Check Point Software Technologies | $352,621 | | 0.0% | 2,150 | 0.0% | Computer and Technology |
GIS General Mills | $339,564 | $219,146 ▼ | -39.2% | 4,853 | 0.0% | Consumer Staples |
BAM Brookfield Asset Management | $339,438 | $30,465 ▲ | 9.9% | 8,078 | 0.0% | Finance |
OXY Occidental Petroleum | $337,623 | $48,223 ▲ | 16.7% | 5,195 | 0.0% | Oils/Energy |
AEP American Electric Power | $332,432 | $58,548 ▼ | -15.0% | 3,861 | 0.0% | Utilities |
XLY Consumer Discretionary Select Sector SPDR Fund | $328,428 | $103,898 ▼ | -24.0% | 1,786 | 0.0% | Finance |
GD General Dynamics | $320,909 | $8,192 ▲ | 2.6% | 1,136 | 0.0% | Aerospace |
GLW Corning | $319,712 | | 0.0% | 9,700 | 0.0% | Computer and Technology |
FTEC Fidelity MSCI Information Technology Index ETF | $319,472 | | 0.0% | 2,050 | 0.0% | ETF |
GSK GSK | $317,067 | $97,401 ▼ | -23.5% | 7,396 | 0.0% | Medical |
VGK Vanguard FTSE Europe ETF | $314,880 | $10,236 ▲ | 3.4% | 4,676 | 0.0% | ETF |
WM Waste Management | $314,823 | $29,841 ▲ | 10.5% | 1,477 | 0.0% | Business Services |
SUB iShares Short-Term National Muni Bond ETF | $314,190 | | 0.0% | 3,000 | 0.0% | ETF |
FBIN Fortune Brands Innovations | $313,279 | | 0.0% | 3,700 | 0.0% | Retail/Wholesale |
CMG Chipotle Mexican Grill | $311,024 | $311,024 ▲ | New Holding | 107 | 0.0% | Retail/Wholesale |
NSC Norfolk Southern | $308,393 | | 0.0% | 1,210 | 0.0% | Transportation |
IWM iShares Russell 2000 ETF | $305,776 | $73,605 ▲ | 31.7% | 1,454 | 0.0% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $302,830 | $111,651 ▼ | -26.9% | 3,092 | 0.0% | Finance |
LEVI Levi Strauss & Co. | $300,849 | | 0.0% | 15,050 | 0.0% | Retail/Wholesale |
AMD Advanced Micro Devices | $297,989 | $10,829 ▲ | 3.8% | 1,651 | 0.0% | Computer and Technology |
TXT Textron | $297,383 | | 0.0% | 3,100 | 0.0% | Aerospace |
MPC Marathon Petroleum | $295,197 | | 0.0% | 1,465 | 0.0% | Oils/Energy |
ETN Eaton | $293,919 | $293,919 ▲ | New Holding | 940 | 0.0% | Industrial Products |
ATO Atmos Energy | $287,903 | $118,870 ▼ | -29.2% | 2,422 | 0.0% | Utilities |
BIP Brookfield Infrastructure Partners | $286,102 | $102,743 ▼ | -26.4% | 9,167 | 0.0% | Finance |
BEP Brookfield Renewable Partners | $285,729 | $285,729 ▲ | New Holding | 12,300 | 0.0% | Utilities |
FNF Fidelity National Financial | $281,164 | | 0.0% | 5,295 | 0.0% | Finance |
EFX Equifax | $279,558 | | 0.0% | 1,045 | 0.0% | Business Services |
SCHB Schwab US Broad Market ETF | $277,777 | $45,787 ▲ | 19.7% | 4,550 | 0.0% | ETF |
SILV SilverCrest Metals | $272,780 | | 0.0% | 40,958 | 0.0% | Basic Materials |
WBA Walgreens Boots Alliance | $271,103 | $5,422 ▼ | -2.0% | 12,499 | 0.0% | Retail/Wholesale |
PEG Public Service Enterprise Group | $270,058 | | 0.0% | 4,044 | 0.0% | Utilities |
ALL Allstate | $269,031 | | 0.0% | 1,555 | 0.0% | Finance |
BRBR BellRing Brands | $266,107 | | 0.0% | 4,508 | 0.0% | Medical |
VGT Vanguard Information Technology ETF | $265,316 | $9,438 ▲ | 3.7% | 506 | 0.0% | ETF |
IBB iShares Biotechnology ETF | $265,246 | | 0.0% | 1,933 | 0.0% | Finance |
AVGO Broadcom | $263,757 | $1,325 ▼ | -0.5% | 199 | 0.0% | Computer and Technology |
GIM Templeton Global Income Fund | $258,672 | $258,672 ▲ | New Holding | 67,715 | 0.0% | Financial Services |
CRM Salesforce | $256,605 | | 0.0% | 852 | 0.0% | Computer and Technology |
CNP CenterPoint Energy | $248,575 | $14,245 ▼ | -5.4% | 8,725 | 0.0% | Utilities |
NGG National Grid | $247,934 | $887 ▼ | -0.4% | 3,634 | 0.0% | Utilities |
MMC Marsh & McLennan Companies | $246,352 | | 0.0% | 1,196 | 0.0% | Finance |
FTRE Fortrea | $245,857 | | 0.0% | 6,125 | 0.0% | Medical |
CI The Cigna Group | $241,521 | $241,521 ▲ | New Holding | 665 | 0.0% | Medical |
VONG Vanguard Russell 1000 Growth ETF | $236,176 | | 0.0% | 2,725 | 0.0% | ETF |
FRPH FRP | $232,215 | $3,070 ▲ | 1.3% | 3,782 | 0.0% | Finance |
A Agilent Technologies | $221,175 | | 0.0% | 1,520 | 0.0% | Computer and Technology |
FSLR First Solar | $219,440 | $219,440 ▲ | New Holding | 1,300 | 0.0% | Oils/Energy |
ROK Rockwell Automation | $203,931 | $203,931 ▲ | New Holding | 700 | 0.0% | Industrial Products |
NTG Tortoise Midstream Energy Fund | $203,149 | $203,149 ▲ | New Holding | 5,300 | 0.0% | Financial Services |
SA Seabridge Gold | $196,560 | | 0.0% | 13,000 | 0.0% | Basic Materials |
F Ford Motor | $182,268 | | 0.0% | 13,725 | 0.0% | Auto/Tires/Trucks |
ET Energy Transfer | $168,264 | | 0.0% | 10,697 | 0.0% | Oils/Energy |
VCV Invesco California Value Municipal Income Trust | $159,948 | | 0.0% | 16,059 | 0.0% | Finance |
PLUG Plug Power | $91,053 | | 0.0% | 26,469 | 0.0% | Industrial Products |
RNW ReNew Energy Global | $90,000 | $90,000 ▲ | New Holding | 15,000 | 0.0% | Oils/Energy |
CLNE Clean Energy Fuels | $67,000 | | 0.0% | 25,000 | 0.0% | Utilities |
EQX Equinox Gold | $64,221 | | 0.0% | 10,668 | 0.0% | Basic Materials |
NEWP New Pacific Metals | $46,431 | | 0.0% | 34,650 | 0.0% | Basic Materials |
LTRX Lantronix | $46,280 | | 0.0% | 13,000 | 0.0% | Computer and Technology |
ABRDN ASIA PACIFIC INCOME FU
| $29,117 | $42 ▲ | 0.1% | 10,399 | 0.0% | COM |
BF.A Brown-Forman | $0 | $501,271 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
TTE TotalEnergies | $0 | $324,974 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
VERALTO CORP
| $0 | $249,001 ▼ | -100.0% | 0 | 0.0% | COM SHS |
HUM Humana | $0 | $233,025 ▼ | -100.0% | 0 | 0.0% | Medical |
GILD Gilead Sciences | $0 | $232,418 ▼ | -100.0% | 0 | 0.0% | Medical |
BIIB Biogen | $0 | $223,319 ▼ | -100.0% | 0 | 0.0% | Medical |
WOLF Wolfspeed | $0 | $217,550 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
XLP Consumer Staples Select Sector SPDR Fund | $0 | $212,849 ▼ | -100.0% | 0 | 0.0% | ETF |
FDL First Trust Morningstar Dividend Leaders Index | $0 | $204,301 ▼ | -100.0% | 0 | 0.0% | ETF |
CHTR Charter Communications | $0 | $202,891 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EMBC Embecta | $0 | $191,326 ▼ | -100.0% | 0 | 0.0% | Medical |
