GOOGL Alphabet | $67,872,685 | $1,269,575 ▼ | -1.8% | 236,030 | 9.4% | Computer and Technology |
AAPL Apple | $44,083,157 | $361,144 ▼ | -0.8% | 173,699 | 6.1% | Computer and Technology |
MSFT Microsoft | $30,240,062 | $25,912 ▼ | -0.1% | 81,692 | 4.2% | Computer and Technology |
NVDA NVIDIA | $26,189,034 | $715,042 ▼ | -2.7% | 150,166 | 3.6% | Computer and Technology |
AMZN Amazon.com | $21,865,018 | $383,425 ▲ | 1.8% | 104,984 | 3.0% | Retail/Wholesale |
JCPB JPMorgan Core Plus Bond ETF | $20,965,901 | $492,786 ▲ | 2.4% | 445,325 | 2.9% | ETF |
AMD Advanced Micro Devices | $20,539,717 | $10,172 ▲ | 0.0% | 100,967 | 2.9% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $18,428,354 | $4,627,275 ▼ | -20.1% | 125,980 | 2.6% | CL A |
JPM JPMorgan Chase & Co. | $17,977,024 | $109,722 ▼ | -0.6% | 61,113 | 2.5% | Finance |
LOW Lowe's Companies | $17,881,911 | $326,539 ▼ | -1.8% | 75,681 | 2.5% | Retail/Wholesale |
JEPI JPMorgan Equity Premium Income ETF | $15,884,940 | $74,704 ▼ | -0.5% | 280,257 | 2.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $14,685,100 | $302,178 ▼ | -2.0% | 147,931 | 2.0% | Finance |
CVX Chevron | $14,489,162 | $136,554 ▼ | -0.9% | 70,030 | 2.0% | Energy |
TCW ETF TRUST
| $14,183,539 | $189,046 ▲ | 1.4% | 361,180 | 2.0% | FLEXIBLE INCOME |
JNJ Johnson & Johnson | $13,166,525 | $41,310 ▼ | -0.3% | 53,864 | 1.8% | Medical |
DGT SPDR Global Dow ETF | $12,898,126 | $136,994 ▲ | 1.1% | 76,074 | 1.8% | ETF |
VRTX Vertex Pharmaceuticals | $11,856,977 | $5,805 ▼ | 0.0% | 26,553 | 1.6% | Medical |
JPIE JPMorgan Income ETF | $11,344,277 | $10,986,083 ▲ | 3,067.1% | 246,240 | 1.6% | ETF |
REGN Regeneron Pharmaceuticals | $10,749,084 | $14,680 ▼ | -0.1% | 13,912 | 1.5% | Medical |
META Meta Platforms | $10,735,526 | $197,958 ▼ | -1.8% | 18,764 | 1.5% | Computer and Technology |
V Visa | $10,700,922 | $10,579 ▲ | 0.1% | 35,405 | 1.5% | Business Services |
MA Mastercard | $10,491,695 | $85,441 ▼ | -0.8% | 20,998 | 1.5% | Business Services |
NOBL ProShares S&P 500 Aristocrats ETF | $10,063,750 | $148,308 ▼ | -1.5% | 94,932 | 1.4% | ETF |
BAC Bank of America | $10,006,811 | $35,977 ▼ | -0.4% | 205,268 | 1.4% | Finance |
SCHF Schwab International Equity ETF | $9,864,348 | $8,677,463 ▲ | 731.1% | 398,560 | 1.4% | ETF |
XLE Energy Select Sector SPDR Fund | $9,781,132 | $185,250 ▼ | -1.9% | 159,666 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $9,756,991 | $410,674 ▲ | 4.4% | 20,361 | 1.4% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $9,357,432 | $38,644 ▲ | 0.4% | 113,081 | 1.3% | ETF |
UBER Uber Technologies | $8,969,167 | $138,825 ▼ | -1.5% | 124,693 | 1.2% | Computer and Technology |
AIRR First Trust RBA American Industrial Renaissance ETF | $8,595,978 | $1,077,447 ▲ | 14.3% | 77,595 | 1.2% | Manufacturing |
SCHW Charles Schwab | $7,851,663 | $164,935 ▲ | 2.1% | 83,546 | 1.1% | Finance |
XOM ExxonMobil | $7,694,499 | $171,698 ▼ | -2.2% | 45,352 | 1.1% | Energy |
BA Boeing | $7,323,110 | $55,131 ▲ | 0.8% | 36,794 | 1.0% | Aerospace |
VANGUARD MALVERN FDS
| $7,265,502 | $72,158 ▼ | -1.0% | 93,641 | 1.0% | CORE-PLUS BD ETF |
SCHB Schwab US Broad Market ETF | $6,775,089 | $2,175,190 ▼ | -24.3% | 269,924 | 0.9% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $6,741,381 | $99,028 ▼ | -1.4% | 300,552 | 0.9% | Manufacturing |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $6,396,697 | $75,118 ▼ | -1.2% | 292,849 | 0.9% | Manufacturing |
CSCO Cisco Systems | $6,350,897 | $136,946 ▲ | 2.2% | 81,852 | 0.9% | Computer and Technology |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $5,696,764 | $229,740 ▲ | 4.2% | 62,165 | 0.8% | ETF |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $5,552,632 | $20,990 ▲ | 0.4% | 272,203 | 0.8% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,506,354 | $62,311 ▲ | 1.1% | 179,477 | 0.8% | ETF |
J P MORGAN EXCHANGE TRADED F
| $5,450,319 | $46,531 ▲ | 0.9% | 68,523 | 0.8% | U S TECH LEADERS |
CIBR First Trust Nasdaq Cybersecurity ETF | $5,088,056 | $3,748,583 ▲ | 279.9% | 81,175 | 0.7% | Manufacturing |
NEE NextEra Energy | $4,872,485 | $46,440 ▲ | 1.0% | 52,460 | 0.7% | Utilities |
IOO iShares Global 100 ETF | $4,791,135 | $98,711 ▼ | -2.0% | 39,606 | 0.7% | ETF |
JAVA JPMorgan Active Value ETF | $4,680,907 | $4,951 ▲ | 0.1% | 65,239 | 0.7% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $4,680,847 | $95,967 ▼ | -2.0% | 74,822 | 0.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $4,049,078 | $53,162 ▼ | -1.3% | 139,000 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,793,790 | $22,110 ▼ | -0.6% | 5,834 | 0.5% | Finance |
TEX Terex | $3,755,214 | $3,755,214 ▲ | New Holding | 63,540 | 0.5% | Industrials |
ORCL Oracle | $3,606,843 | $75,762 ▼ | -2.1% | 24,518 | 0.5% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $3,281,328 | $64,773 ▼ | -1.9% | 66,464 | 0.5% | ETF |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,261,883 | $69,090 ▼ | -2.1% | 74,831 | 0.5% | Manufacturing |
SCHX Schwab US Large-Cap ETF | $3,172,404 | $79,638 ▼ | -2.4% | 123,729 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,071,057 | $70,153 ▼ | -2.2% | 38,742 | 0.4% | ETF |
HOOD Robinhood Markets | $3,041,023 | $21,483 ▼ | -0.7% | 43,882 | 0.4% | Finance |
NFLX Netflix | $2,984,208 | $358,255 ▲ | 13.6% | 31,037 | 0.4% | Consumer Discretionary |
NKE NIKE | $2,942,502 | $114,197 ▼ | -3.7% | 55,708 | 0.4% | Consumer Discretionary |
XLK Technology Select Sector SPDR Fund | $2,877,545 | $64,323 ▼ | -2.2% | 21,652 | 0.4% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $2,531,049 | $54,900 ▼ | -2.1% | 82,985 | 0.4% | ETF |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | $2,382,322 | $239,264 ▲ | 11.2% | 97,677 | 0.3% | ETF |
IBM International Business Machines | $2,268,770 | $7,272 ▼ | -0.3% | 9,360 | 0.3% | Computer and Technology |
GRAYSCALE BITCOIN TRUST ETF
| $2,235,916 | $35,560 ▼ | -1.6% | 42,379 | 0.3% | SHS REP COM UT |
NOW ServiceNow | $2,167,112 | $2,167,112 ▲ | New Holding | 20,728 | 0.3% | Computer and Technology |
VST Vistra | $2,015,775 | $206,704 ▲ | 11.4% | 13,409 | 0.3% | Utilities |
BND Vanguard Total Bond Market ETF | $1,958,372 | $28,130 ▼ | -1.4% | 26,594 | 0.3% | ETF |
VGIT Vanguard Intermediate-Term Treasury ETF | $1,874,872 | $31,561 ▼ | -1.7% | 31,484 | 0.3% | ETF |
SBUX Starbucks | $1,809,539 | $69,970 ▼ | -3.7% | 20,198 | 0.3% | Retail/Wholesale |
PFF iShares Preferred and Income Securities ETF | $1,805,617 | $1,805,617 ▲ | New Holding | 59,552 | 0.3% | ETF |
COIN Coinbase Global | $1,798,483 | $1,798,483 ▲ | New Holding | 10,300 | 0.3% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $1,777,184 | $21,331 ▼ | -1.2% | 57,403 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,770,576 | $33,234 ▼ | -1.8% | 7,139 | 0.2% | Finance |
GE GE Aerospace | $1,691,368 | $22,703 ▼ | -1.3% | 5,960 | 0.2% | Aerospace |
JSCP JPMorgan Short Duration Core Plus ETF | $1,664,960 | $210,722 ▲ | 14.5% | 35,200 | 0.2% | ETF |
DE Deere & Company | $1,577,803 | $5,633 ▼ | -0.4% | 2,801 | 0.2% | Industrials |
LAM RESEARCH CORP
| $1,464,212 | | 0.0% | 6,853 | 0.2% | COM NEW |
UNH UnitedHealth Group | $1,316,150 | $6,765 ▼ | -0.5% | 4,864 | 0.2% | Medical |
FCX Freeport-McMoRan | $1,306,679 | $1,306,679 ▲ | New Holding | 22,230 | 0.2% | Basic Materials |
XLI Industrial Select Sector SPDR Fund | $1,215,219 | $4,690 ▼ | -0.4% | 7,514 | 0.2% | ETF |
TSLA Tesla | $1,156,886 | $122,306 ▲ | 11.8% | 3,112 | 0.2% | Auto/Tires/Trucks |
CAT Caterpillar | $1,142,038 | $34,006 ▼ | -2.9% | 1,612 | 0.2% | Industrials |
BIV Vanguard Intermediate-Term Bond ETF | $1,132,924 | $21,996 ▼ | -1.9% | 14,679 | 0.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $1,093,938 | $7,162 ▼ | -0.7% | 11,608 | 0.2% | ETF |
GE VERNOVA INC
| $1,011,704 | | 0.0% | 1,159 | 0.1% | COM |
DVY iShares Select Dividend ETF | $923,848 | $757 ▲ | 0.1% | 6,102 | 0.1% | ETF |
HON Honeywell International | $888,298 | $56,508 ▼ | -6.0% | 3,930 | 0.1% | Multi-Sector Conglomerates |
INTC Intel | $792,310 | | 0.0% | 17,954 | 0.1% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $775,756 | $6,583 ▲ | 0.9% | 16,145 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $774,917 | $4,632 ▼ | -0.6% | 1,673 | 0.1% | Finance |
OUNZ VanEck Merk Gold ETF | $769,229 | $412,883 ▲ | 115.9% | 17,075 | 0.1% | ETF |
QQQ Invesco QQQ | $730,710 | $60,604 ▼ | -7.7% | 1,266 | 0.1% | Finance |
PRN Invesco Dorsey Wright Industrials Momentum ETF | $675,810 | $10,894 ▼ | -1.6% | 3,474 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $664,575 | $616 ▲ | 0.1% | 1,078 | 0.1% | ETF |
KO CocaCola | $662,193 | | 0.0% | 8,707 | 0.1% | Consumer Staples |
JGRO JPMorgan Active Growth ETF | $569,158 | $31,695 ▲ | 5.9% | 6,734 | 0.1% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $527,015 | $12,853 ▼ | -2.4% | 21,157 | 0.1% | ETF |
PEP PepsiCo | $506,482 | $621 ▲ | 0.1% | 3,262 | 0.1% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $499,246 | | 0.0% | 1,556 | 0.1% | ETF |
GOOG Alphabet | $492,540 | $83,476 ▲ | 20.4% | 1,717 | 0.1% | Computer and Technology |
IEX IDEX | $444,495 | | 0.0% | 2,345 | 0.1% | Industrials |