GOOGL Alphabet | $35,099,684 | $586,049 â–¼ | -1.6% | 122,060 | 4.5% | Computer and Technology |
FDX FedEx | $31,045,313 | $3,386,198 â–¼ | -9.8% | 87,162 | 4.0% | Transportation |
TSLA Tesla | $30,789,822 | $6,506,740 â–² | 26.8% | 82,824 | 3.9% | Auto/Tires/Trucks |
SPY SPDR S&P 500 ETF Trust | $30,592,644 | $298,506 â–¼ | -1.0% | 47,041 | 3.9% | Finance |
MSFT Microsoft | $26,742,636 | $5,184,986 â–² | 24.1% | 72,244 | 3.4% | Computer and Technology |
DIS Walt Disney | $26,573,757 | $821,542 â–¼ | -3.0% | 275,719 | 3.4% | Consumer Discretionary |
ACWI iShares MSCI ACWI ETF | $26,445,274 | $411,651 â–¼ | -1.5% | 191,120 | 3.4% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $24,820,733 | $1,913,370 â–¼ | -7.2% | 459,218 | 3.2% | ETF |
EWJ iShares MSCI Japan ETF | $22,455,974 | $1,283,066 â–¼ | -5.4% | 265,940 | 2.9% | ETF |
BABA Alibaba Group | $21,515,261 | $22,583 â–² | 0.1% | 171,491 | 2.7% | Retail/Wholesale |
DOW DOW | $20,864,151 | $39,151 â–² | 0.2% | 500,940 | 2.7% | Basic Materials |
IJR iShares Core S&P Small-Cap ETF | $18,527,411 | $300,333 â–¼ | -1.6% | 149,042 | 2.4% | ETF |
NFLX Netflix | $15,970,996 | $15,461,401 â–² | 3,034.1% | 166,105 | 2.0% | Consumer Discretionary |
UNH UnitedHealth Group | $15,720,197 | $1,807,541 â–² | 13.0% | 58,096 | 2.0% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $15,358,014 | $1,290,662 â–¼ | -7.8% | 80,023 | 2.0% | ETF |
VTI Vanguard Total Stock Market ETF | $15,313,224 | $567,513 â–¼ | -3.6% | 47,733 | 2.0% | ETF |
IVV iShares Core S&P 500 ETF | $14,135,464 | $75,119 â–¼ | -0.5% | 21,640 | 1.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $12,615,212 | $448,399 â–¼ | -3.4% | 186,809 | 1.6% | ETF |
WALMART INC
| $12,577,005 | $249 â–² | 0.0% | 101,199 | 1.6% | COM |
SHV iShares Short Treasury Bond ETF | $12,048,075 | $2,008,877 â–¼ | -14.3% | 109,141 | 1.5% | ETF |
CVX Chevron | $11,827,885 | $1,252,990 â–¼ | -9.6% | 57,167 | 1.5% | Energy |
VGK Vanguard FTSE Europe ETF | $11,630,873 | $1,052,714 â–¼ | -8.3% | 141,100 | 1.5% | ETF |
JNJ Johnson & Johnson | $11,288,728 | $876,317 â–¼ | -7.2% | 46,182 | 1.4% | Medical |
NVDA NVIDIA | $10,573,349 | $2,751,683 â–¼ | -20.7% | 60,627 | 1.3% | Computer and Technology |
GOOG Alphabet | $10,104,644 | $10,327 â–¼ | -0.1% | 35,225 | 1.3% | Computer and Technology |
PEP PepsiCo | $10,039,809 | $617,744 â–¼ | -5.8% | 64,652 | 1.3% | Consumer Staples |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $9,732,993 | $776,579 â–¼ | -7.4% | 101,080 | 1.2% | ETF |
FEZ SPDR EURO STOXX 50 ETF | $9,701,676 | $58,666 â–¼ | -0.6% | 156,277 | 1.2% | ETF |
MRK Merck & Co., Inc. | $9,504,594 | $53,890 â–¼ | -0.6% | 79,014 | 1.2% | Medical |
MDY SPDR S&P MidCap 400 ETF Trust | $9,421,626 | $217,100 â–¼ | -2.3% | 15,276 | 1.2% | ETF |
VO Vanguard Mid-Cap ETF | $9,412,325 | $48,821 â–¼ | -0.5% | 32,775 | 1.2% | ETF |
INTC Intel | $8,573,806 | | 0.0% | 194,285 | 1.1% | Computer and Technology |
PFE Pfizer | $8,416,025 | $2,684,308 â–¼ | -24.2% | 299,716 | 1.1% | Medical |
NU NU | $8,267,636 | $22,417 â–² | 0.3% | 575,340 | 1.1% | Finance |
IAU iShares Gold Trust | $7,917,209 | $1,308,030 â–¼ | -14.2% | 89,805 | 1.0% | Finance |
XOM ExxonMobil | $7,796,556 | $18,154 â–² | 0.2% | 45,954 | 1.0% | Energy |
BXMT Blackstone Mortgage Trust | $7,736,409 | $178,574 â–¼ | -2.3% | 403,990 | 1.0% | Finance |
VXUS Vanguard Total International Stock ETF | $7,566,881 | $752,979 â–¼ | -9.1% | 98,131 | 1.0% | ETF |
NKE NIKE | $7,243,629 | $119,109 â–¼ | -1.6% | 137,138 | 0.9% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $7,097,787 | $5,883 â–¼ | -0.1% | 24,129 | 0.9% | Finance |
BBVA Banco Bilbao Viscaya Argentaria | $6,877,050 | | 0.0% | 317,500 | 0.9% | Finance |
UNILEVER PLC
| $6,819,081 | | 0.0% | 119,696 | 0.9% | SPON ADR NEW |
META Meta Platforms | $6,592,082 | $381,039 â–¼ | -5.5% | 11,522 | 0.8% | Computer and Technology |
VB Vanguard Small-Cap ETF | $5,585,444 | $39,288 â–² | 0.7% | 21,325 | 0.7% | ETF |
VUG Vanguard Growth ETF | $5,581,303 | $136,715 â–¼ | -2.4% | 12,778 | 0.7% | ETF |
NAD Nuveen Quality Municipal Income Fund | $5,551,280 | $9,775 â–¼ | -0.2% | 482,720 | 0.7% | Financial Services |
PG Procter & Gamble | $4,791,647 | $79,731 â–² | 1.7% | 33,174 | 0.6% | Consumer Staples |
VEU Vanguard FTSE All-World ex-US ETF | $4,773,506 | $852,235 â–¼ | -15.1% | 63,562 | 0.6% | ETF |
UDN Invesco DB US Dollar Index Bearish Fund | $4,359,600 | $1,479,600 â–² | 51.4% | 242,200 | 0.6% | Finance |
XLE Energy Select Sector SPDR Fund | $4,037,340 | $306 â–² | 0.0% | 65,905 | 0.5% | ETF |
VTV Vanguard Value ETF | $4,003,461 | $7,848 â–¼ | -0.2% | 20,405 | 0.5% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $3,755,259 | $335,900 â–¼ | -8.2% | 25,758 | 0.5% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,749,060 | $71,331 â–¼ | -1.9% | 8,094 | 0.5% | Finance |
SLV iShares Silver Trust | $3,615,236 | $1,167,102 â–¼ | -24.4% | 53,056 | 0.5% | ETF |
STWD Starwood Property Trust | $3,244,162 | $316,848 â–¼ | -8.9% | 188,395 | 0.4% | Finance |
MUB iShares National Muni Bond ETF | $3,184,500 | $106,150 â–² | 3.4% | 30,000 | 0.4% | ETF |
GLD SPDR Gold Shares | $2,747,402 | $173,407 â–² | 6.7% | 6,385 | 0.4% | Finance |
C Citigroup | $2,590,851 | | 0.0% | 22,845 | 0.3% | Financial Services |
JEPI JPMorgan Equity Premium Income ETF | $2,589,142 | $66,882 â–¼ | -2.5% | 45,680 | 0.3% | ETF |
WM Waste Management | $2,355,348 | $103,406 â–¼ | -4.2% | 10,250 | 0.3% | Business Services |
ISHARES BITCOIN TRUST ETF
| $2,344,926 | $561,700 â–² | 31.5% | 61,034 | 0.3% | SHS BEN INT |
ET Energy Transfer | $2,211,780 | $108,080 â–² | 5.1% | 114,600 | 0.3% | Energy |
ADBE Adobe | $2,173,864 | $2,631,584 â–¼ | -54.8% | 8,943 | 0.3% | Computer and Technology |
JMUB JPMorgan Municipal ETF | $2,029,594 | | 0.0% | 40,600 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $2,017,045 | $716,222 â–¼ | -26.2% | 9,440 | 0.3% | ETF |
EPD Enterprise Products Partners | $1,986,600 | | 0.0% | 52,500 | 0.3% | Energy |
ESGU iShares ESG Aware MSCI USA ETF | $1,909,170 | | 0.0% | 13,500 | 0.2% | Manufacturing |
GDX VanEck Gold Miners ETF | $1,867,611 | $778,393 â–¼ | -29.4% | 20,351 | 0.2% | ETF |
MU Micron Technology | $1,864,877 | $496,625 â–¼ | -21.0% | 5,520 | 0.2% | Computer and Technology |
CSCO Cisco Systems | $1,855,565 | $3,802 â–¼ | -0.2% | 23,915 | 0.2% | Computer and Technology |
XBI SPDR S&P Biotech ETF | $1,771,998 | $369,651 â–¼ | -17.3% | 13,873 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,698,457 | $838,038 â–¼ | -33.0% | 11,611 | 0.2% | CL A |
BXSL Blackstone Secured Lending Fund | $1,695,020 | $7,107 â–² | 0.4% | 71,550 | 0.2% | Finance |
TM Toyota Motor | $1,686,847 | | 0.0% | 8,185 | 0.2% | Auto/Tires/Trucks |
BIZD VanEck BDC Income ETF | $1,676,800 | $52,480 â–¼ | -3.0% | 131,000 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $1,670,582 | $1,126,525 â–¼ | -40.3% | 33,838 | 0.2% | ETF |
V Visa | $1,640,861 | $72,538 â–¼ | -4.2% | 5,429 | 0.2% | Business Services |
BMY Bristol Myers Squibb | $1,636,034 | $10,007 â–² | 0.6% | 26,975 | 0.2% | Medical |
CPNG Coupang | $1,520,501 | $288,864 â–² | 23.5% | 80,535 | 0.2% | Retail/Wholesale |
VXF Vanguard Extended Market ETF | $1,513,659 | $54,949 â–¼ | -3.5% | 7,355 | 0.2% | ETF |
PPA Invesco Aerospace & Defense ETF | $1,491,300 | $224,358 â–¼ | -13.1% | 9,000 | 0.2% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $1,404,239 | $938,892 â–¼ | -40.1% | 28,260 | 0.2% | Finance |
BOTZ Global X Robotics & Artificial Intelligence ETF | $1,375,474 | $77,037 â–¼ | -5.3% | 41,405 | 0.2% | Manufacturing |
EWP iShares MSCI Spain ETF | $1,357,750 | | 0.0% | 25,000 | 0.2% | ETF |
SONO Sonos | $1,340,000 | | 0.0% | 100,000 | 0.2% | Consumer Discretionary |
EPP iShares MSCI Pacific ex Japan ETF | $1,328,500 | | 0.0% | 25,000 | 0.2% | Finance |
PANW Palo Alto Networks | $1,184,925 | $351,742 â–¼ | -22.9% | 7,391 | 0.2% | Computer and Technology |
LMT Lockheed Martin | $1,161,638 | $344,502 â–² | 42.2% | 1,922 | 0.1% | Aerospace |
IJS iShares S&P Small-Cap 600 Value ETF | $1,132,856 | $368,143 â–¼ | -24.5% | 9,564 | 0.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,076,039 | $393,440 â–¼ | -26.8% | 4,953 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,055,803 | $226,313 â–¼ | -17.7% | 10,870 | 0.1% | Finance |
KREF KKR Real Estate Finance Trust | $1,048,478 | $242,046 â–¼ | -18.8% | 171,320 | 0.1% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $1,024,960 | | 0.0% | 8,000 | 0.1% | ETF |
QCOM Qualcomm | $1,007,060 | | 0.0% | 7,820 | 0.1% | Computer and Technology |
EWG iShares MSCI Germany ETF | $991,750 | | 0.0% | 25,000 | 0.1% | ETF |
COST Costco Wholesale | $915,951 | $52,824 â–¼ | -5.5% | 919 | 0.1% | Retail/Wholesale |
DELL Dell Technologies | $902,715 | $49,239 â–² | 5.8% | 5,500 | 0.1% | Computer and Technology |
BUD Anheuser-Busch InBev SA/NV | $876,143 | $499,464 â–¼ | -36.3% | 12,630 | 0.1% | Consumer Staples |
DXJ WisdomTree Japan Hedged Equity Fund | $824,616 | | 0.0% | 5,200 | 0.1% | Finance |
VPL Vanguard FTSE Pacific ETF | $821,421 | $431,576 â–¼ | -34.4% | 8,405 | 0.1% | ETF |
