IVV iShares Core S&P 500 ETF | $22,495,897 | $29,395 â–¼ | -0.1% | 34,438 | 5.1% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $13,598,470 | $96,904 â–¼ | -0.7% | 270,133 | 3.1% | Finance |
PYLD PIMCO Multi Sector Bond Active ETF | $12,347,591 | $2,317,584 â–² | 23.1% | 471,280 | 2.8% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $11,507,789 | $280,515 â–² | 2.5% | 264,850 | 2.6% | Finance |
OSEA Harbor International Compounders ETF | $11,158,009 | $918,162 â–¼ | -7.6% | 385,807 | 2.5% | ETF |
FNDA Schwab Fundamental U.S. Small Company ETF | $10,660,074 | $93,560 â–¼ | -0.9% | 328,713 | 2.4% | ETF |
AAPL Apple | $9,020,382 | $132,731 â–¼ | -1.5% | 35,543 | 2.0% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $7,842,387 | $213,476 â–¼ | -2.6% | 99,703 | 1.8% | Manufacturing |
FLOT iShares Floating Rate Bond ETF | $7,311,599 | $2,189,312 â–¼ | -23.0% | 143,506 | 1.7% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $7,239,368 | $167,811 â–² | 2.4% | 137,789 | 1.6% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $7,027,290 | $5,534,408 â–² | 370.7% | 241,225 | 1.6% | ETF |
JNJ Johnson & Johnson | $6,701,521 | $56,710 â–¼ | -0.8% | 27,416 | 1.5% | Medical |
SCHF Schwab International Equity ETF | $6,680,766 | $2,650,130 â–² | 65.7% | 269,930 | 1.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $6,644,372 | $15,608 â–¼ | -0.2% | 10,217 | 1.5% | Finance |
VTV Vanguard Value ETF | $6,580,871 | $332,555 â–² | 5.3% | 33,542 | 1.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,184,513 | $549,616 â–² | 9.8% | 96,512 | 1.4% | ETF |
MSFT Microsoft | $6,114,610 | $287,259 â–² | 4.9% | 16,518 | 1.4% | Computer and Technology |
GOOG Alphabet | $5,951,422 | $400,739 â–¼ | -6.3% | 20,747 | 1.3% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $5,889,851 | $38,357 â–¼ | -0.6% | 87,218 | 1.3% | ETF |
DXJ WisdomTree Japan Hedged Equity Fund | $5,775,967 | $81,032 â–² | 1.4% | 36,424 | 1.3% | Finance |
AMD Advanced Micro Devices | $5,588,222 | $352,951 â–¼ | -5.9% | 27,470 | 1.3% | Computer and Technology |
QQQ Invesco QQQ | $5,377,448 | $25,395 â–¼ | -0.5% | 9,317 | 1.2% | Finance |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,331,579 | $280,460 â–² | 5.6% | 101,438 | 1.2% | Manufacturing |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5,272,419 | $565,514 â–² | 12.0% | 60,023 | 1.2% | Manufacturing |
GOOGL Alphabet | $5,154,598 | $110,425 â–¼ | -2.1% | 17,925 | 1.2% | Computer and Technology |
NVDA NVIDIA | $4,808,283 | $3,314 â–¼ | -0.1% | 27,570 | 1.1% | Computer and Technology |
AMGN Amgen | $4,520,739 | $29,557 â–¼ | -0.6% | 12,848 | 1.0% | Medical |
EPI WisdomTree India Earnings Fund | $4,397,384 | $396,431 â–² | 9.9% | 107,774 | 1.0% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $4,176,612 | $270,475 â–² | 6.9% | 88,713 | 0.9% | ETF |
COST Costco Wholesale | $4,111,233 | $60,782 â–² | 1.5% | 4,126 | 0.9% | Retail/Wholesale |
CIBR First Trust Nasdaq Cybersecurity ETF | $3,953,320 | $126,746 â–² | 3.3% | 63,068 | 0.9% | Manufacturing |
MRK Merck & Co., Inc. | $3,935,753 | $75,542 â–¼ | -1.9% | 32,719 | 0.9% | Medical |
AFL Aflac | $3,834,500 | $24,465 â–¼ | -0.6% | 34,951 | 0.9% | Finance |
PREF Principal Spectrum Preferred Securities Active ETF | $3,805,516 | $123,139 â–¼ | -3.1% | 202,206 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $3,731,479 | $114,136 â–¼ | -3.0% | 12,685 | 0.8% | Finance |
JPMORGAN LIMITED DURATION BOND ETF
| $3,678,522 | $2,352,108 â–¼ | -39.0% | 70,483 | 0.8% | ETF |
HD Home Depot | $3,602,583 | $10,524 â–² | 0.3% | 10,954 | 0.8% | Retail/Wholesale |
CMI Cummins | $3,535,471 | $695,150 â–¼ | -16.4% | 6,571 | 0.8% | Auto/Tires/Trucks |
CVX Chevron | $3,518,661 | $23,586 â–² | 0.7% | 17,007 | 0.8% | Energy |
GLD SPDR Gold Shares | $3,499,485 | $87,347 â–² | 2.6% | 8,133 | 0.8% | Finance |
BRK.B Berkshire Hathaway | $3,404,368 | $16,773 â–¼ | -0.5% | 7,104 | 0.8% | Finance |
XOM ExxonMobil | $3,387,384 | $71,596 â–¼ | -2.1% | 19,966 | 0.8% | Energy |
RTX RTX | $3,384,334 | $100,311 â–¼ | -2.9% | 17,544 | 0.8% | Aerospace |
TJX TJX Companies | $3,318,463 | $87,677 â–¼ | -2.6% | 20,779 | 0.7% | Retail/Wholesale |
FUTY Fidelity MSCI Utilities Index ETF | $3,298,829 | $44,775 â–² | 1.4% | 55,846 | 0.7% | ETF |
CSCO Cisco Systems | $3,236,571 | $310 â–¼ | 0.0% | 41,714 | 0.7% | Computer and Technology |
VMBS Vanguard Mortgage-Backed Securities ETF | $3,187,252 | $2,673,384 â–² | 520.2% | 67,886 | 0.7% | ETF |
SNA Snap-On | $3,172,280 | $7,264 â–² | 0.2% | 8,734 | 0.7% | Consumer Discretionary |
TSM Taiwan Semiconductor Manufacturing | $3,158,301 | $556,632 â–¼ | -15.0% | 9,345 | 0.7% | Computer and Technology |
LMT Lockheed Martin | $3,076,288 | $48,955 â–¼ | -1.6% | 5,090 | 0.7% | Aerospace |
VDC Vanguard Consumer Staples ETF | $2,981,295 | $575,822 â–² | 23.9% | 13,275 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $2,937,904 | $2,956 â–² | 0.1% | 13,914 | 0.7% | ETF |
IBM International Business Machines | $2,829,390 | $17,452 â–¼ | -0.6% | 11,673 | 0.6% | Computer and Technology |
UNILEVER PLC SPON ADR NEW
| $2,811,356 | | 0.0% | 49,348 | 0.6% | ADR |
VGK Vanguard FTSE Europe ETF | $2,790,204 | $11,046 â–² | 0.4% | 33,849 | 0.6% | ETF |
DNP DNP Select Income Fund | $2,724,838 | $29,571 â–² | 1.1% | 264,547 | 0.6% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $2,619,371 | $594,060 â–¼ | -18.5% | 51,756 | 0.6% | ETF |
TRV Travelers Companies | $2,617,843 | $8,167 â–¼ | -0.3% | 8,975 | 0.6% | Finance |
AMZN Amazon.com | $2,459,169 | $19,993 â–² | 0.8% | 11,808 | 0.6% | Retail/Wholesale |
GD General Dynamics | $2,424,256 | $100,911 â–¼ | -4.0% | 7,063 | 0.5% | Aerospace |
PEP PepsiCo | $2,382,481 | $8,386 â–¼ | -0.4% | 15,342 | 0.5% | Consumer Staples |
ORLY O'Reilly Automotive | $2,382,060 | $17,077 â–¼ | -0.7% | 25,805 | 0.5% | Retail/Wholesale |
HON Honeywell International | $2,381,739 | $12,432 â–² | 0.5% | 10,537 | 0.5% | Multi-Sector Conglomerates |
IWO iShares Russell 2000 Growth ETF | $2,323,058 | $151,272 â–² | 7.0% | 7,402 | 0.5% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $2,212,246 | $173,426 â–² | 8.5% | 22,285 | 0.5% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,072,498 | $8,403 â–² | 0.4% | 14,551 | 0.5% | ETF |
PG Procter & Gamble | $1,997,860 | $11,411 â–¼ | -0.6% | 13,832 | 0.5% | Consumer Staples |
AMAT Applied Materials | $1,937,249 | $211,908 â–¼ | -9.9% | 5,668 | 0.4% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $1,903,162 | $16,284 â–² | 0.9% | 15,310 | 0.4% | ETF |
PFF iShares Preferred and Income Securities ETF | $1,897,836 | $141,017 â–¼ | -6.9% | 62,594 | 0.4% | ETF |
META Meta Platforms | $1,896,406 | $167,616 â–² | 9.7% | 3,315 | 0.4% | Computer and Technology |
ORCL Oracle | $1,894,319 | $3,384 â–² | 0.2% | 12,877 | 0.4% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,855,800 | $2,314 â–² | 0.1% | 18,444 | 0.4% | ETF |
FLTB Fidelity Limited Term Bond ETF | $1,826,530 | $13,473 â–² | 0.7% | 36,334 | 0.4% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $1,822,118 | $68,591 â–¼ | -3.6% | 12,884 | 0.4% | Manufacturing |
KVUE Kenvue | $1,807,831 | $113,680 â–¼ | -5.9% | 104,863 | 0.4% | Consumer Staples |
MCD McDonald's | $1,773,286 | $77,694 â–² | 4.6% | 5,706 | 0.4% | Retail/Wholesale |
DELL Dell Technologies | $1,772,734 | $568,700 â–² | 47.2% | 10,801 | 0.4% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $1,749,167 | $16,741 â–¼ | -0.9% | 15,464 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,662,730 | $4,983 â–² | 0.3% | 23,692 | 0.4% | ETF |
ROPER TECHNOLOGIES INC COM
| $1,621,996 | $318,455 â–² | 24.4% | 4,584 | 0.4% | COM |
APH Amphenol | $1,594,567 | $81,750 â–¼ | -4.9% | 12,620 | 0.4% | Computer and Technology |
TM Toyota Motor | $1,522,765 | $27,822 â–¼ | -1.8% | 7,389 | 0.3% | Auto/Tires/Trucks |
ABT Abbott Laboratories | $1,490,982 | $201,748 â–¼ | -11.9% | 14,522 | 0.3% | Medical |
APD Air Products and Chemicals | $1,374,267 | $5,519 â–² | 0.4% | 4,731 | 0.3% | Basic Materials |
ROL Rollins | $1,364,402 | $21,684 â–¼ | -1.6% | 25,546 | 0.3% | Construction |
GPC Genuine Parts | $1,356,492 | $49,281 â–² | 3.8% | 12,827 | 0.3% | Retail/Wholesale |
KO CocaCola | $1,307,441 | $7,605 â–² | 0.6% | 17,192 | 0.3% | Consumer Staples |
SHW Sherwin-Williams | $1,275,142 | $43,915 â–² | 3.6% | 3,978 | 0.3% | Basic Materials |
CB Chubb | $1,273,268 | $3,585 â–² | 0.3% | 3,907 | 0.3% | Finance |
ZTS Zoetis | $1,269,739 | $61,235 â–² | 5.1% | 10,741 | 0.3% | Medical |
VBK Vanguard Small-Cap Growth ETF | $1,244,401 | $605 â–¼ | 0.0% | 4,117 | 0.3% | ETF |
SWK Stanley Black & Decker | $1,158,398 | $452,359 â–² | 64.1% | 16,302 | 0.3% | Industrials |
IAU iShares Gold Trust | $1,130,476 | $617 â–² | 0.1% | 12,823 | 0.3% | Finance |
ADP Automatic Data Processing | $1,125,450 | $107,079 â–² | 10.5% | 5,539 | 0.3% | Computer and Technology |
LLY Eli Lilly and Company | $1,124,720 | $11,955 â–² | 1.1% | 1,223 | 0.3% | Medical |
VOO Vanguard S&P 500 ETF | $1,104,204 | $17,328 â–¼ | -1.5% | 1,848 | 0.2% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,098,994 | $1,011 â–² | 0.1% | 20,650 | 0.2% | Manufacturing |
ITW Illinois Tool Works | $1,074,386 | $4,164 â–² | 0.4% | 4,128 | 0.2% | Industrials |
PFFD Global X U.S. Preferred ETF | $1,073,820 | $293,645 â–¼ | -21.5% | 58,360 | 0.2% | ETF |
