VOO Vanguard S&P 500 ETF | $28,018,517 | $424,858 ▲ | 1.5% | 46,889 | 6.5% | ETF |
NVDA NVIDIA | $19,310,237 | $148,939 ▼ | -0.8% | 110,723 | 4.5% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $16,638,711 | $247,967 ▲ | 1.5% | 77,367 | 3.9% | ETF |
VYM Vanguard High Dividend Yield ETF | $15,403,029 | $160,096 ▲ | 1.1% | 104,004 | 3.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $13,833,898 | $27,895 ▼ | -0.2% | 139,356 | 3.2% | Finance |
AAPL Apple | $13,071,403 | $416,730 ▼ | -3.1% | 51,504 | 3.0% | Computer and Technology |
CAPITAL GROUP CORE BALANCED
| $10,907,453 | $727,703 ▲ | 7.1% | 316,985 | 2.5% | SHS |
ABBV AbbVie | $9,883,138 | $13,050 ▼ | -0.1% | 45,441 | 2.3% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $9,289,616 | $136,203 ▼ | -1.4% | 163,895 | 2.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $7,173,357 | $124,254 ▼ | -1.7% | 233,812 | 1.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,060,222 | $65,035 ▼ | -0.9% | 10,856 | 1.6% | Finance |
VUG Vanguard Growth ETF | $6,686,699 | $5,679 ▲ | 0.1% | 15,308 | 1.6% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $6,408,389 | $170,503 ▲ | 2.7% | 115,424 | 1.5% | ETF |
AMZN Amazon.com | $5,376,074 | $417,581 ▼ | -7.2% | 25,813 | 1.3% | Retail/Wholesale |
AMGN Amgen | $5,309,652 | $704 ▲ | 0.0% | 15,090 | 1.2% | Medical |
VIGI Vanguard International Dividend Appreciation ETF | $5,232,417 | $179,486 ▲ | 3.6% | 59,150 | 1.2% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $5,200,911 | $88,493 ▲ | 1.7% | 55,187 | 1.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $5,196,469 | $138,555 ▼ | -2.6% | 56,032 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $4,991,554 | $106,510 ▼ | -2.1% | 15,559 | 1.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $4,802,199 | $40,648 ▼ | -0.8% | 53,045 | 1.1% | ETF |
XOM ExxonMobil | $4,684,116 | $93,146 ▼ | -1.9% | 27,608 | 1.1% | Energy |
MSFT Microsoft | $4,649,738 | $19,619 ▲ | 0.4% | 12,561 | 1.1% | Computer and Technology |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $4,634,938 | $8,878 ▲ | 0.2% | 186,892 | 1.1% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $4,572,243 | $104,815 ▼ | -2.2% | 60,809 | 1.1% | ETF |
PH Parker-Hannifin | $4,202,257 | | 0.0% | 4,694 | 1.0% | Industrials |
PEP PepsiCo | $4,040,810 | $48,451 ▼ | -1.2% | 26,021 | 0.9% | Consumer Staples |
SPYI NEOS S&P 500 High Income ETF | $4,025,284 | $91,434 ▲ | 2.3% | 81,532 | 0.9% | ETF |
VGT Vanguard Information Technology ETF | $3,956,188 | $154,201 ▼ | -3.8% | 5,670 | 0.9% | ETF |
ABT Abbott Laboratories | $3,686,586 | $2,567 ▲ | 0.1% | 35,907 | 0.9% | Medical |
IJH iShares Core S&P Mid-Cap ETF | $3,609,110 | $174,702 ▼ | -4.6% | 53,444 | 0.8% | ETF |
DVY iShares Select Dividend ETF | $3,318,354 | $21,803 ▼ | -0.7% | 21,916 | 0.8% | ETF |
HD Home Depot | $3,285,940 | $7,236 ▲ | 0.2% | 9,991 | 0.8% | Retail/Wholesale |
MGK Vanguard Mega Cap Growth ETF | $3,282,893 | $177,116 ▼ | -5.1% | 8,934 | 0.8% | ETF |
VO Vanguard Mid-Cap ETF | $3,142,116 | $32,452 ▼ | -1.0% | 10,941 | 0.7% | ETF |
HDV iShares Core High Dividend ETF | $3,061,671 | $41,803 ▼ | -1.3% | 22,558 | 0.7% | ETF |
WALMART INC
| $3,039,731 | $10,937 ▼ | -0.4% | 24,458 | 0.7% | COM |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $3,000,596 | $136,808 ▼ | -4.4% | 84,310 | 0.7% | ETF |
VTV Vanguard Value ETF | $2,975,728 | $86,529 ▲ | 3.0% | 15,166 | 0.7% | ETF |
META Meta Platforms | $2,922,246 | $121,307 ▼ | -4.0% | 5,107 | 0.7% | Computer and Technology |
GOOG Alphabet | $2,829,339 | | 0.0% | 9,863 | 0.7% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,770,115 | $166,789 ▼ | -5.7% | 9,417 | 0.6% | Finance |
TSLA Tesla | $2,595,559 | $76,209 ▲ | 3.0% | 6,982 | 0.6% | Auto/Tires/Trucks |
COST Costco Wholesale | $2,552,192 | $4,983 ▲ | 0.2% | 2,561 | 0.6% | Retail/Wholesale |
SPLV Invesco S&P 500 Low Volatility ETF | $2,517,750 | $360,514 ▼ | -12.5% | 34,423 | 0.6% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $2,377,418 | $12,825 ▲ | 0.5% | 38,002 | 0.6% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,312,631 | $38,432 ▼ | -1.6% | 33,156 | 0.5% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,308,542 | $197,318 ▲ | 9.3% | 46,272 | 0.5% | ETF |
SHYD VanEck Short High Yield Muni ETF | $2,266,000 | | 0.0% | 100,000 | 0.5% | ETF |
AOK iShares Core 30/70 Conservative Allocation ETF | $2,257,774 | $516,576 ▲ | 29.7% | 56,600 | 0.5% | ETF |
CVX Chevron | $2,248,215 | $23,380 ▲ | 1.1% | 10,866 | 0.5% | Energy |
LLY Eli Lilly and Company | $2,217,817 | $15,638 ▲ | 0.7% | 2,411 | 0.5% | Medical |
GOOGL Alphabet | $2,172,480 | $117,913 ▼ | -5.1% | 7,554 | 0.5% | Computer and Technology |
GOLDMAN SACHS ETF TR
| $2,070,064 | $95,076 ▲ | 4.8% | 41,368 | 0.5% | S&P 500 PREMIUM |
RJF Raymond James Financial | $2,065,514 | $43,728 ▲ | 2.2% | 14,265 | 0.5% | Finance |
CGDV Capital Group Dividend Value ETF | $2,027,486 | $225,763 ▲ | 12.5% | 47,660 | 0.5% | ETF |
GLD SPDR Gold Shares | $1,909,627 | | 0.0% | 4,438 | 0.4% | Finance |
CAT Caterpillar | $1,893,323 | $110,538 ▼ | -5.5% | 2,672 | 0.4% | Industrials |
IJR iShares Core S&P Small-Cap ETF | $1,871,905 | $118,470 ▼ | -6.0% | 15,058 | 0.4% | ETF |
MRK Merck & Co., Inc. | $1,830,266 | $14,315 ▲ | 0.8% | 15,215 | 0.4% | Medical |
JNJ Johnson & Johnson | $1,771,592 | $47,914 ▲ | 2.8% | 7,247 | 0.4% | Medical |
USHY iShares Broad USD High Yield Corporate Bond ETF | $1,751,005 | $21,551 ▲ | 1.2% | 47,530 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $1,619,815 | $33,266 ▼ | -2.0% | 6,184 | 0.4% | ETF |
VHT Vanguard Health Care ETF | $1,590,621 | $4,630 ▲ | 0.3% | 5,840 | 0.4% | ETF |
PG Procter & Gamble | $1,577,022 | | 0.0% | 10,918 | 0.4% | Consumer Staples |
HUBS HubSpot | $1,567,122 | | 0.0% | 6,420 | 0.4% | Computer and Technology |
SO Southern | $1,532,217 | | 0.0% | 15,874 | 0.4% | Utilities |
AOM iShares Core 40/60 Moderate Allocation ETF | $1,496,892 | $492,648 ▲ | 49.1% | 31,600 | 0.3% | ETF |
KO CocaCola | $1,477,728 | $3,803 ▼ | -0.3% | 19,431 | 0.3% | Consumer Staples |
NEOS ETF TRUST
| $1,476,415 | $2,844 ▼ | -0.2% | 31,148 | 0.3% | RUSSELL 2000 HIG |
NMZ Nuveen Municipal High Income Opportunity Fund | $1,455,943 | $111,917 ▼ | -7.1% | 140,264 | 0.3% | Financial Services |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,407,436 | $3,243 ▲ | 0.2% | 3,038 | 0.3% | Finance |
RTX RTX | $1,387,606 | $7,138 ▲ | 0.5% | 7,193 | 0.3% | Aerospace |
DGRO iShares Core Dividend Growth ETF | $1,342,366 | | 0.0% | 19,127 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,339,624 | $433,158 ▼ | -24.4% | 5,205 | 0.3% | ETF |
XLE Energy Select Sector SPDR Fund | $1,328,852 | $61,260 ▼ | -4.4% | 21,692 | 0.3% | ETF |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $1,314,504 | | 0.0% | 151,790 | 0.3% | Financial Services |
PM Philip Morris International | $1,310,485 | | 0.0% | 7,926 | 0.3% | Consumer Staples |
SDY SPDR S&P Dividend ETF | $1,280,919 | $1,168 ▲ | 0.1% | 8,777 | 0.3% | ETF |
MGV Vanguard Mega Cap Value ETF | $1,277,541 | | 0.0% | 8,813 | 0.3% | ETF |
IBM International Business Machines | $1,207,345 | $185,671 ▼ | -13.3% | 4,981 | 0.3% | Computer and Technology |
WM Waste Management | $1,200,080 | $63,888 ▲ | 5.6% | 5,222 | 0.3% | Business Services |
EFA iShares MSCI EAFE ETF | $1,189,843 | | 0.0% | 12,250 | 0.3% | Finance |
NEOS ETF TRUST
| $1,172,730 | $65,742 ▲ | 5.9% | 23,600 | 0.3% | NASDAQ 100 HIGH |
VBR Vanguard Small-Cap Value ETF | $1,160,332 | $46,926 ▲ | 4.2% | 5,341 | 0.3% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $1,126,125 | $511,583 ▲ | 83.2% | 17,500 | 0.3% | ETF |
GS The Goldman Sachs Group | $1,123,488 | $99,828 ▼ | -8.2% | 1,328 | 0.3% | Finance |
BAC Bank of America | $1,119,921 | $12,237 ▼ | -1.1% | 22,972 | 0.3% | Finance |
NUV Nuveen Municipal Value Fund | $1,105,770 | $251,720 ▲ | 29.5% | 123,000 | 0.3% | Finance |
TT Trane Technologies | $1,076,856 | | 0.0% | 2,584 | 0.3% | Construction |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,076,691 | $26,977 ▼ | -2.4% | 13,011 | 0.3% | ETF |
FMHI First Trust Municipal High Income ETF | $1,064,890 | $4,136 ▲ | 0.4% | 22,399 | 0.2% | Manufacturing |
FDVV Fidelity High Dividend ETF | $1,062,262 | | 0.0% | 19,229 | 0.2% | ETF |
CSCO Cisco Systems | $1,061,742 | | 0.0% | 13,684 | 0.2% | Computer and Technology |
RYLD Global X Russell 2000 Covered Call ETF | $1,055,318 | $118,465 ▼ | -10.1% | 70,589 | 0.2% | ETF |
MDT Medtronic | $1,055,051 | $87 ▲ | 0.0% | 12,176 | 0.2% | Medical |
VV Vanguard Large-Cap ETF | $1,045,377 | $10,762 ▼ | -1.0% | 3,497 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $1,003,126 | $98,315 ▲ | 10.9% | 13,009 | 0.2% | ETF |
JMUB JPMorgan Municipal ETF | $999,800 | $2,350 ▼ | -0.2% | 20,000 | 0.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $979,021 | $32,971 ▲ | 3.5% | 18,113 | 0.2% | ETF |
VCLT Vanguard Long-Term Corporate Bond ETF | $975,931 | $11,656 ▲ | 1.2% | 13,061 | 0.2% | Manufacturing |
