AAPL Apple | $40,770,708 | $728,144 ▼ | -1.8% | 183,544 | 6.8% | Computer and Technology |
GOOGL Alphabet | $38,868,718 | $654,900 ▼ | -1.7% | 251,350 | 6.5% | Computer and Technology |
MSFT Microsoft | $31,748,003 | $388,530 ▼ | -1.2% | 84,573 | 5.3% | Computer and Technology |
AMZN Amazon.com | $18,654,422 | $205,671 ▲ | 1.1% | 98,047 | 3.1% | Retail/Wholesale |
LOW Lowe's Companies | $18,493,772 | $201,278 ▼ | -1.1% | 79,294 | 3.1% | Retail/Wholesale |
NVDA NVIDIA | $17,659,769 | $169,615 ▼ | -1.0% | 162,943 | 2.9% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $16,782,265 | $4,680,318 ▼ | -21.8% | 198,842 | 2.8% | CL A |
JEPI JPMorgan Equity Premium Income ETF | $16,210,423 | $767,218 ▲ | 5.0% | 283,697 | 2.7% | ETF |
JPM JPMorgan Chase & Co. | $15,369,146 | $375,067 ▼ | -2.4% | 62,654 | 2.6% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $14,772,115 | $4,285,628 ▲ | 40.9% | 161,039 | 2.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $13,608,724 | $96,546 ▲ | 0.7% | 137,573 | 2.3% | Finance |
V Visa | $12,807,151 | $223,943 ▼ | -1.7% | 36,544 | 2.1% | Business Services |
VRTX Vertex Pharmaceuticals | $12,743,494 | $112,963 ▼ | -0.9% | 26,285 | 2.1% | Medical |
MA Mastercard | $12,102,226 | $332,153 ▼ | -2.7% | 22,080 | 2.0% | Business Services |
CVX Chevron | $11,581,294 | $56,878 ▼ | -0.5% | 69,229 | 1.9% | Energy |
BRK.B Berkshire Hathaway | $10,400,755 | $109,711 ▼ | -1.0% | 19,529 | 1.7% | Finance |
AMD Advanced Micro Devices | $10,243,281 | $251,713 ▼ | -2.4% | 99,701 | 1.7% | Computer and Technology |
NOBL ProShares S&P 500 Aristocrats ETF | $9,792,164 | $143,870 ▲ | 1.5% | 95,832 | 1.6% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,157,673 | $549,181 ▲ | 6.4% | 112,007 | 1.5% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $8,792,759 | $435,724 ▲ | 5.2% | 355,263 | 1.5% | ETF |
JNJ Johnson & Johnson | $8,468,435 | $113,268 ▼ | -1.3% | 51,064 | 1.4% | Medical |
REGN Regeneron Pharmaceuticals | $8,325,047 | $128,751 ▲ | 1.6% | 13,126 | 1.4% | Medical |
XLE Energy Select Sector SPDR Fund | $8,201,127 | $244,370 ▼ | -2.9% | 87,760 | 1.4% | ETF |
UBER Uber Technologies | $7,905,310 | $1,027,545 ▲ | 14.9% | 108,500 | 1.3% | Computer and Technology |
BAC Bank of America | $7,721,098 | $34,177 ▼ | -0.4% | 185,025 | 1.3% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $7,495,401 | $2,315,826 ▲ | 44.7% | 159,341 | 1.3% | ETF |
VANGUARD MALVERN FDS
| $7,362,228 | $101,604 ▼ | -1.4% | 94,923 | 1.2% | CORE-PLUS BD ETF |
SCHB Schwab US Broad Market ETF | $7,162,942 | $263,312 ▲ | 3.8% | 332,696 | 1.2% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $6,932,354 | $481,582 ▼ | -6.5% | 309,204 | 1.2% | Manufacturing |
FTNT Fortinet | $6,470,116 | $832,649 ▲ | 14.8% | 67,215 | 1.1% | Computer and Technology |
FDX FedEx | $6,363,877 | $412,232 ▼ | -6.1% | 26,105 | 1.1% | Transportation |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $6,314,053 | $350,447 ▲ | 5.9% | 121,940 | 1.1% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $6,291,399 | $16,654 ▼ | -0.3% | 288,994 | 1.0% | Manufacturing |
J P MORGAN EXCHANGE TRADED F
| $6,202,914 | $221,929 ▼ | -3.5% | 92,319 | 1.0% | U S TECH LEADERS |
DGT SPDR Global Dow ETF | $5,935,581 | $420,795 ▲ | 7.6% | 42,458 | 1.0% | ETF |
META Meta Platforms | $5,820,261 | $22,479 ▲ | 0.4% | 10,098 | 1.0% | Computer and Technology |
SCHW Charles Schwab | $5,669,281 | $218,793 ▲ | 4.0% | 72,423 | 0.9% | Finance |
BA Boeing | $5,626,274 | $96,190 ▲ | 1.7% | 32,989 | 0.9% | Aerospace |
XOM Exxon Mobil | $5,510,813 | $447,292 ▲ | 8.8% | 46,337 | 0.9% | Energy |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $5,086,136 | $17,870 ▲ | 0.4% | 250,179 | 0.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $4,926,203 | $76,163 ▼ | -1.5% | 176,188 | 0.8% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $4,601,837 | $91,121 ▲ | 2.0% | 84,036 | 0.8% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $4,134,481 | $85,058 ▲ | 2.1% | 60,614 | 0.7% | Manufacturing |
IOO iShares Global 100 ETF | $4,037,044 | $84,639 ▼ | -2.1% | 41,926 | 0.7% | ETF |
OXY Occidental Petroleum | $3,809,852 | $194,775 ▼ | -4.9% | 77,185 | 0.6% | Energy |
NKE NIKE | $3,757,613 | $90,903 ▼ | -2.4% | 59,194 | 0.6% | Consumer Discretionary |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,599,132 | $165,496 ▼ | -4.4% | 82,097 | 0.6% | Manufacturing |
DIS Walt Disney | $3,583,698 | $262,048 ▼ | -6.8% | 36,309 | 0.6% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,558,510 | $95,377 ▼ | -2.6% | 142,113 | 0.6% | ETF |
XLF Financial Select Sector SPDR Fund | $3,529,698 | $52,151 ▼ | -1.5% | 70,863 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,437,849 | $93,414 ▼ | -2.6% | 6,146 | 0.6% | Finance |
ORCL Oracle | $3,362,570 | $842,355 ▲ | 33.4% | 24,051 | 0.6% | Computer and Technology |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,345,345 | $22,182 ▼ | -0.7% | 42,378 | 0.6% | ETF |
NEE NextEra Energy | $3,270,510 | $131,146 ▼ | -3.9% | 46,135 | 0.5% | Utilities |
JAVA JPMorgan Active Value ETF | $3,237,490 | $285,358 ▲ | 9.7% | 50,952 | 0.5% | ETF |
BMY Bristol-Myers Squibb | $3,203,317 | $2,823,532 ▲ | 743.5% | 52,522 | 0.5% | Medical |
UNH UnitedHealth Group | $3,151,404 | $86,419 ▲ | 2.8% | 6,017 | 0.5% | Medical |
NFLX Netflix | $3,074,551 | $41,964 ▲ | 1.4% | 3,297 | 0.5% | Consumer Discretionary |
SCHX Schwab US Large-Cap ETF | $2,912,063 | $141,489 ▼ | -4.6% | 131,887 | 0.5% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $2,882,860 | $17,726 ▼ | -0.6% | 44,236 | 0.5% | SHS REP COM UT |
MMM 3M | $2,564,176 | $197,527 ▲ | 8.3% | 17,460 | 0.4% | Multi-Sector Conglomerates |
XLK Technology Select Sector SPDR Fund | $2,416,346 | $94,977 ▼ | -3.8% | 11,703 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,353,143 | $113,230 ▼ | -4.6% | 88,531 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,241,479 | $129,507 ▼ | -5.5% | 15,352 | 0.4% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,130,524 | $13,275 ▼ | -0.6% | 69,330 | 0.4% | ETF |
SBUX Starbucks | $2,066,168 | $45,416 ▼ | -2.2% | 21,064 | 0.3% | Retail/Wholesale |
BND Vanguard Total Bond Market ETF | $1,999,040 | $66,326 ▼ | -3.2% | 27,216 | 0.3% | ETF |
IBM International Business Machines | $1,969,387 | $1,491,960 ▲ | 312.5% | 7,920 | 0.3% | Computer and Technology |
HOOD Robinhood Markets | $1,925,757 | $1,925,757 ▲ | New Holding | 46,270 | 0.3% | Finance |
GEHC GE HealthCare Technologies | $1,809,034 | $50,121 ▼ | -2.7% | 22,414 | 0.3% | Medical |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | $1,760,948 | $36,600 ▼ | -2.0% | 72,170 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,619,540 | $26,488 ▼ | -1.6% | 61,815 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $1,593,786 | $73,776 ▼ | -4.4% | 26,831 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,506,328 | $36,905 ▼ | -2.4% | 7,551 | 0.3% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $1,169,711 | $61,640 ▼ | -5.0% | 15,276 | 0.2% | ETF |
GE GE Aerospace | $1,125,178 | $12,409 ▲ | 1.1% | 5,622 | 0.2% | Industrials |
DE Deere & Company | $1,122,216 | $269,876 ▲ | 31.7% | 2,391 | 0.2% | Industrials |
XLI Industrial Select Sector SPDR Fund | $1,033,336 | $2,490 ▼ | -0.2% | 7,884 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $983,227 | $113,102 ▲ | 13.0% | 49,708 | 0.2% | ETF |
HON Honeywell International | $923,654 | $1,059 ▼ | -0.1% | 4,362 | 0.2% | Multi-Sector Conglomerates |
VYMI Vanguard International High Dividend Yield ETF | $862,615 | $15,106 ▼ | -1.7% | 11,706 | 0.1% | ETF |
BHLB Berkshire Hills Bancorp | $834,880 | $834,880 ▲ | New Holding | 32,000 | 0.1% | Finance |
DVY iShares Select Dividend ETF | $816,713 | $537 ▲ | 0.1% | 6,082 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $722,194 | $19,314 ▼ | -2.6% | 1,720 | 0.1% | Finance |
TSLA Tesla | $709,062 | $1,871,654 ▼ | -72.5% | 2,736 | 0.1% | Auto/Tires/Trucks |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $626,547 | $39,527 ▲ | 6.7% | 25,203 | 0.1% | ETF |
CAT Caterpillar | $624,971 | $98,940 ▲ | 18.8% | 1,895 | 0.1% | Industrials |
KO Coca-Cola | $622,831 | | 0.0% | 8,696 | 0.1% | Consumer Staples |
QQQ Invesco QQQ | $611,003 | $151,461 ▲ | 33.0% | 1,303 | 0.1% | Finance |
IEX IDEX | $609,869 | | 0.0% | 3,370 | 0.1% | Industrials |
BNDX Vanguard Total International Bond ETF | $577,771 | $52,334 ▼ | -8.3% | 11,835 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $574,634 | $20,808 ▼ | -3.5% | 1,077 | 0.1% | ETF |
PRN Invesco Dorsey Wright Industrials Momentum ETF | $556,348 | $11,705 ▼ | -2.1% | 4,040 | 0.1% | ETF |
PEP PepsiCo | $516,293 | $1,500 ▼ | -0.3% | 3,443 | 0.1% | Consumer Staples |
BAB Invesco Taxable Municipal Bond ETF | $508,752 | $22,518 ▼ | -4.2% | 19,069 | 0.1% | ETF |
GRAYSCALE BITCOIN MINI TR ET
| $483,930 | $28,718 ▲ | 6.3% | 13,262 | 0.1% | SHS NEW |
PG Procter & Gamble | $442,486 | $12,613 ▲ | 2.9% | 2,596 | 0.1% | Consumer Staples |
IVV iShares Core S&P 500 ETF | $441,653 | $8,990 ▼ | -2.0% | 786 | 0.1% | ETF |
INTC Intel | $418,977 | $12,491 ▼ | -2.9% | 18,449 | 0.1% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $400,844 | $21,721 ▼ | -5.1% | 2,030 | 0.1% | Finance |
