AAPL Apple | $14,640,881 | $1,293,469 ▼ | -8.1% | 65,911 | 5.6% | Computer and Technology |
BRK.A Berkshire Hathaway | $11,976,624 | | 0.0% | 15 | 4.6% | Finance |
SPY SPDR S&P 500 ETF Trust | $10,811,709 | $650,593 ▼ | -5.7% | 19,327 | 4.1% | Finance |
SCHD Schwab US Dividend Equity ETF | $8,101,668 | $15,658 ▼ | -0.2% | 289,759 | 3.1% | ETF |
VOO Vanguard S&P 500 ETF | $7,727,898 | $593,070 ▲ | 8.3% | 15,037 | 3.0% | ETF |
MSFT Microsoft | $5,842,209 | $83,337 ▼ | -1.4% | 15,563 | 2.2% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $4,430,672 | $12,028 ▲ | 0.3% | 22,839 | 1.7% | ETF |
CVX Chevron | $3,587,394 | $11,543 ▲ | 0.3% | 21,444 | 1.4% | Energy |
VUG Vanguard Growth ETF | $3,478,106 | $47,838 ▼ | -1.4% | 9,379 | 1.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,896,752 | $24,945 ▲ | 0.9% | 16,722 | 1.1% | ETF |
IVV iShares Core S&P 500 ETF | $2,827,481 | $164,075 ▼ | -5.5% | 5,032 | 1.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,738,705 | $71,294 ▼ | -2.5% | 53,626 | 1.0% | ETF |
MRK Merck & Co., Inc. | $2,737,102 | $875,176 ▲ | 47.0% | 30,493 | 1.0% | Medical |
SPDW SPDR Portfolio Developed World ex-US ETF | $2,735,228 | $807,100 ▲ | 41.9% | 75,123 | 1.0% | ETF |
VTWO Vanguard Russell 2000 ETF | $2,726,337 | $279,941 ▼ | -9.3% | 33,804 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $2,717,211 | $415,296 ▲ | 18.0% | 11,077 | 1.0% | Finance |
IBM International Business Machines | $2,612,847 | $27,106 ▼ | -1.0% | 10,507 | 1.0% | Computer and Technology |
XLSR SPDR SSGA US Sector Rotation ETF | $2,593,179 | $75,343 ▲ | 3.0% | 51,077 | 1.0% | ETF |
CSCO Cisco Systems | $2,461,932 | $281,337 ▲ | 12.9% | 39,895 | 0.9% | Computer and Technology |
XOM Exxon Mobil | $2,450,209 | $21,764 ▲ | 0.9% | 20,602 | 0.9% | Energy |
META Meta Platforms | $2,417,831 | $78,385 ▲ | 3.4% | 4,195 | 0.9% | Computer and Technology |
PG Procter & Gamble | $2,354,226 | $41,072 ▲ | 1.8% | 13,814 | 0.9% | Consumer Staples |
NVDA NVIDIA | $2,328,544 | $166,688 ▲ | 7.7% | 21,485 | 0.9% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $2,114,641 | $64,646 ▲ | 3.2% | 53,712 | 0.8% | ETF |
SCHF Schwab International Equity ETF | $2,095,315 | $31,846 ▼ | -1.5% | 105,931 | 0.8% | ETF |
BK Bank of New York Mellon | $2,007,844 | $141,662 ▼ | -6.6% | 23,939 | 0.8% | Finance |
MCD McDonald's | $1,978,327 | $3,124 ▼ | -0.2% | 6,333 | 0.8% | Retail/Wholesale |
DIS Walt Disney | $1,820,319 | $15,892 ▼ | -0.9% | 18,442 | 0.7% | Consumer Discretionary |
QUAL iShares MSCI USA Quality Factor ETF | $1,817,747 | $30,079 ▲ | 1.7% | 10,636 | 0.7% | ETF |
PEP PepsiCo | $1,811,445 | $57,877 ▲ | 3.3% | 12,081 | 0.7% | Consumer Staples |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,801,745 | $20,522 ▼ | -1.1% | 22,037 | 0.7% | ETF |
HD Home Depot | $1,759,152 | $13,560 ▲ | 0.8% | 4,800 | 0.7% | Retail/Wholesale |
ETR Entergy | $1,750,016 | $43,344 ▼ | -2.4% | 20,470 | 0.7% | Utilities |
AMZN Amazon.com | $1,747,123 | $419,370 ▲ | 31.6% | 9,182 | 0.7% | Retail/Wholesale |
WMT Walmart | $1,714,028 | $88 ▼ | 0.0% | 19,524 | 0.7% | Retail/Wholesale |
BAC Bank of America | $1,702,252 | $7,428 ▲ | 0.4% | 40,792 | 0.7% | Finance |
AFL Aflac | $1,702,120 | $527,937 ▼ | -23.7% | 15,308 | 0.7% | Finance |
ZION Zions Bancorporation, National Association | $1,697,488 | $27,124 ▲ | 1.6% | 34,045 | 0.6% | Finance |
TSM Taiwan Semiconductor Manufacturing | $1,636,508 | $16,933 ▼ | -1.0% | 9,858 | 0.6% | Computer and Technology |
BNDX Vanguard Total International Bond ETF | $1,604,762 | $8,495 ▲ | 0.5% | 32,871 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,597,638 | $27,652 ▲ | 1.8% | 31,431 | 0.6% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $1,563,145 | $52,683 ▲ | 3.5% | 34,537 | 0.6% | ETF |
IYW iShares U.S. Technology ETF | $1,562,255 | $983 ▲ | 0.1% | 11,124 | 0.6% | Manufacturing |
STT State Street | $1,443,696 | $23,278 ▼ | -1.6% | 16,125 | 0.6% | Finance |
ITA iShares U.S. Aerospace & Defense ETF | $1,420,163 | $179,893 ▼ | -11.2% | 9,276 | 0.5% | ETF |
QQQ Invesco QQQ | $1,411,431 | $10,320 ▼ | -0.7% | 3,009 | 0.5% | Finance |
ADP Automatic Data Processing | $1,398,317 | $32,086 ▼ | -2.2% | 4,576 | 0.5% | Business Services |
GE VERNOVA INC COM
| $1,370,707 | $9,769 ▲ | 0.7% | 4,490 | 0.5% | Stock |
TLT iShares 20+ Year Treasury Bond ETF | $1,339,597 | $71,459 ▼ | -5.1% | 14,716 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,304,484 | $12,392 ▲ | 1.0% | 1,579 | 0.5% | Medical |
COWZ Pacer US Cash Cows 100 ETF | $1,287,365 | $51,365 ▼ | -3.8% | 23,509 | 0.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,250,576 | $175,942 ▲ | 16.4% | 8,565 | 0.5% | ETF |
VCR Vanguard Consumer Discretionary ETF | $1,237,308 | $517,905 ▼ | -29.5% | 3,801 | 0.5% | ETF |
VPL Vanguard FTSE Pacific ETF | $1,204,213 | $163,687 ▲ | 15.7% | 16,619 | 0.5% | ETF |
QCOM QUALCOMM | $1,193,012 | $3,994 ▲ | 0.3% | 7,766 | 0.5% | Computer and Technology |
BSV Vanguard Short-Term Bond ETF | $1,173,065 | $6,028 ▲ | 0.5% | 14,985 | 0.4% | ETF |
KR Kroger | $1,149,944 | $5,212 ▲ | 0.5% | 16,988 | 0.4% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $1,138,937 | | 0.0% | 4,144 | 0.4% | ETF |
FTNT Fortinet | $1,138,082 | $241,516 ▼ | -17.5% | 11,823 | 0.4% | Computer and Technology |
GOOGL Alphabet | $1,135,367 | $78,557 ▲ | 7.4% | 7,342 | 0.4% | Computer and Technology |
SBCF Seacoast Banking Co. of Florida | $1,112,128 | $154 ▲ | 0.0% | 43,223 | 0.4% | Finance |
XLC Communication Services Select Sector SPDR Fund | $1,106,378 | $18,518 ▲ | 1.7% | 11,471 | 0.4% | ETF |
XLF Financial Select Sector SPDR Fund | $1,101,759 | $8,717 ▲ | 0.8% | 22,119 | 0.4% | ETF |
VTV Vanguard Value ETF | $1,078,589 | $7,773 ▲ | 0.7% | 6,244 | 0.4% | ETF |
IPAC iShares Core MSCI Pacific ETF | $1,073,329 | $362,548 ▲ | 51.0% | 17,245 | 0.4% | ETF |
ORCL Oracle | $1,050,532 | $8,948 ▲ | 0.9% | 7,514 | 0.4% | Computer and Technology |
DFAI Dimensional International Core Equity Market ETF | $1,049,953 | $1,049,953 ▲ | New Holding | 33,620 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $1,046,361 | $342,803 ▼ | -24.7% | 5,421 | 0.4% | ETF |
HCI HCI Group | $1,038,193 | | 0.0% | 6,957 | 0.4% | Finance |
KCE SPDR S&P Capital Markets ETF | $1,025,762 | $30,281 ▼ | -2.9% | 8,130 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,017,989 | $80,519 ▼ | -7.3% | 9,735 | 0.4% | ETF |
LDOS Leidos | $956,050 | $13,494 ▲ | 1.4% | 7,085 | 0.4% | Aerospace |
ICVT iShares Convertible Bond ETF | $954,074 | $32,859 ▼ | -3.3% | 11,411 | 0.4% | ETF |
IGM iShares Expanded Tech Sector ETF | $951,219 | $20,763 ▼ | -2.1% | 10,491 | 0.4% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $947,374 | $29,804 ▼ | -3.0% | 34,362 | 0.4% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $938,726 | $801 ▼ | -0.1% | 10,548 | 0.4% | ETF |
PCAR PACCAR | $936,534 | $9,543 ▼ | -1.0% | 9,618 | 0.4% | Auto/Tires/Trucks |
GOOG Alphabet | $923,163 | $28,121 ▲ | 3.1% | 5,909 | 0.4% | Computer and Technology |
D Dominion Energy | $921,885 | $36,559 ▼ | -3.8% | 16,441 | 0.4% | Utilities |
NDAQ Nasdaq | $901,975 | $17,068 ▼ | -1.9% | 11,890 | 0.3% | Finance |
AOM iShares Core 40/60 Moderate Allocation ETF | $882,041 | $72,139 ▲ | 8.9% | 20,101 | 0.3% | ETF |
PFXF VanEck Preferred Securities ex Financials ETF | $881,425 | $31,509 ▼ | -3.5% | 52,591 | 0.3% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $867,633 | $20,159 ▲ | 2.4% | 5,380 | 0.3% | ETF |
RTX RTX | $864,434 | $11,921 ▲ | 1.4% | 6,526 | 0.3% | Aerospace |
IJK iShares S&P Mid-Cap 400 Growth ETF | $848,873 | $56,047 ▼ | -6.2% | 10,193 | 0.3% | ETF |
EOG EOG Resources | $847,025 | $16,799 ▲ | 2.0% | 6,605 | 0.3% | Energy |
IWM iShares Russell 2000 ETF | $846,237 | $201,286 ▼ | -19.2% | 4,242 | 0.3% | Finance |
GILD Gilead Sciences | $842,728 | $162,809 ▲ | 23.9% | 7,521 | 0.3% | Medical |
SMH VanEck Semiconductor ETF | $828,962 | $6,133 ▼ | -0.7% | 3,920 | 0.3% | Manufacturing |
VMBS Vanguard Mortgage-Backed Securities ETF | $823,855 | $6,113 ▲ | 0.7% | 17,790 | 0.3% | ETF |
KTOS Kratos Defense & Security Solutions | $807,924 | $1,752 ▲ | 0.2% | 27,212 | 0.3% | Aerospace |
CL Colgate-Palmolive | $805,258 | $2,343 ▲ | 0.3% | 8,594 | 0.3% | Consumer Staples |
BRK.B Berkshire Hathaway | $788,751 | $24,499 ▲ | 3.2% | 1,481 | 0.3% | Finance |
XHB SPDR S&P Homebuilders ETF | $781,595 | $97 ▲ | 0.0% | 8,066 | 0.3% | ETF |
MLN VanEck Long Muni ETF | $778,655 | $45,527 ▼ | -5.5% | 44,776 | 0.3% | ETF |
NOC Northrop Grumman | $756,751 | $23,040 ▲ | 3.1% | 1,478 | 0.3% | Aerospace |
PANW Palo Alto Networks | $752,352 | $10,068 ▲ | 1.4% | 4,409 | 0.3% | Computer and Technology |
TXN Texas Instruments | $745,935 | $4,493 ▲ | 0.6% | 4,151 | 0.3% | Computer and Technology |
FISR SPDR SSGA Fixed Income Sector Rotation ETF | $732,689 | $79,633 ▲ | 12.2% | 28,311 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $702,459 | $3,779 ▲ | 0.5% | 1,673 | 0.3% | Finance |
