AAPL Apple | $94,253,841 | $19,074,566 ▲ | 25.4% | 424,273 | 2.9% | Computer and Technology |
QQQ Invesco QQQ | $61,144,441 | $14,205,393 ▲ | 30.3% | 130,369 | 1.9% | Finance |
VUG Vanguard Growth ETF | $59,658,800 | $16,044,221 ▲ | 36.8% | 160,817 | 1.8% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $46,080,620 | $24,960,037 ▲ | 118.2% | 770,064 | 1.4% | Manufacturing |
NVDA NVIDIA | $41,007,291 | $3,198,186 ▲ | 8.5% | 378,353 | 1.3% | Computer and Technology |
MSFT Microsoft | $38,928,034 | $4,398,147 ▲ | 12.7% | 103,663 | 1.2% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $36,218,916 | $1,467,706 ▲ | 4.2% | 550,771 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $33,792,242 | $30,594,900 ▼ | -47.5% | 60,401 | 1.0% | Finance |
AMZN Amazon.com | $32,074,373 | $2,117,058 ▲ | 7.1% | 168,579 | 1.0% | Retail/Wholesale |
IAU iShares Gold Trust | $31,573,317 | $1,669,688 ▲ | 5.6% | 535,504 | 1.0% | Finance |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $31,446,476 | $284,546 ▲ | 0.9% | 393,763 | 1.0% | Manufacturing |
OEF iShares S&P 100 ETF | $27,871,469 | $887,547 ▲ | 3.3% | 102,907 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $27,714,685 | $1,329,541 ▲ | 5.0% | 49,320 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $25,779,207 | $399,962 ▼ | -1.5% | 48,405 | 0.8% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $25,343,632 | $4,516,133 ▲ | 21.7% | 146,294 | 0.8% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $24,344,475 | $5,591,273 ▼ | -18.7% | 668,624 | 0.8% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $23,350,339 | $987,501 ▲ | 4.4% | 932,523 | 0.7% | ETF |
XLK Technology Select Sector SPDR Fund | $22,593,121 | $1,790,840 ▲ | 8.6% | 109,418 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $22,011,017 | $1,612,856 ▼ | -6.8% | 42,825 | 0.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $21,913,687 | $864,945 ▲ | 4.1% | 783,749 | 0.7% | ETF |
EFA iShares MSCI EAFE ETF | $21,698,110 | $1,618,249 ▲ | 8.1% | 265,486 | 0.7% | Finance |
UCON First Trust TCW Unconstrained Plus Bond ETF | $20,656,888 | $9,459,481 ▼ | -31.4% | 834,619 | 0.6% | ETF |
XOM Exxon Mobil | $20,238,666 | $394,248 ▼ | -1.9% | 170,175 | 0.6% | Energy |
SCHM Schwab U.S. Mid-Cap ETF | $20,222,647 | $56,173 ▲ | 0.3% | 771,852 | 0.6% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $20,023,670 | $744,768 ▲ | 3.9% | 395,490 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $19,412,466 | $500,371 ▼ | -2.5% | 159,103 | 0.6% | ETF |
GOOGL Alphabet | $19,368,352 | $1,579,502 ▼ | -7.5% | 125,235 | 0.6% | Computer and Technology |
DFAU Dimensional US Core Equity Market ETF | $19,169,854 | $442,175 ▲ | 2.4% | 498,696 | 0.6% | ETF |
SHV iShares Short Treasury Bond ETF | $19,103,968 | $696,112 ▲ | 3.8% | 172,951 | 0.6% | ETF |
VYM Vanguard High Dividend Yield ETF | $18,596,201 | $7,165,639 ▲ | 62.7% | 144,194 | 0.6% | ETF |
COST Costco Wholesale | $18,560,464 | $696,289 ▼ | -3.6% | 19,619 | 0.6% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $18,329,602 | $8,035,208 ▲ | 78.1% | 94,472 | 0.6% | ETF |
VGT Vanguard Information Technology ETF | $16,810,718 | $13,139,387 ▲ | 357.9% | 30,926 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $15,870,739 | $1,683,992 ▲ | 11.9% | 303,044 | 0.5% | Manufacturing |
META Meta Platforms | $15,347,768 | $2,302,338 ▲ | 17.6% | 26,618 | 0.5% | Computer and Technology |
MOAT VanEck Morningstar Wide Moat ETF | $15,197,163 | $503,451 ▼ | -3.2% | 172,694 | 0.5% | ETF |
V Visa | $14,357,829 | $588,502 ▲ | 4.3% | 40,963 | 0.4% | Business Services |
FTGC First Trust Global Tactical Commodity Strategy Fund | $14,138,649 | $13,993,210 ▲ | 9,621.4% | 554,022 | 0.4% | Manufacturing |
BND Vanguard Total Bond Market ETF | $13,903,030 | $523,997 ▲ | 3.9% | 189,284 | 0.4% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $13,738,566 | $1,681,004 ▲ | 13.9% | 80,388 | 0.4% | ETF |
VTI Vanguard Total Stock Market ETF | $13,475,920 | $283,897 ▲ | 2.2% | 49,034 | 0.4% | ETF |
CGDV Capital Group Dividend Value ETF | $13,475,351 | $12,641,789 ▲ | 1,516.6% | 378,090 | 0.4% | ETF |
CGGR Capital Group Growth ETF | $13,096,714 | $12,944,359 ▲ | 8,496.2% | 382,358 | 0.4% | ETF |
LLY Eli Lilly and Company | $13,056,079 | $1,497,765 ▲ | 13.0% | 15,804 | 0.4% | Medical |
DFSD Dimensional Short-Duration Fixed Income ETF | $12,675,626 | $1,508,397 ▼ | -10.6% | 266,740 | 0.4% | ETF |
PGIM ETF TR
| $12,655,714 | $8,321,712 ▲ | 192.0% | 246,652 | 0.4% | mc |
SCHX Schwab US Large-Cap ETF | $12,502,220 | $93,243 ▼ | -0.7% | 566,227 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $12,255,278 | $240,785 ▼ | -1.9% | 61,433 | 0.4% | Finance |
GOOG Alphabet | $12,173,762 | $2,738,260 ▲ | 29.0% | 77,886 | 0.4% | Computer and Technology |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $12,144,266 | $13,839 ▲ | 0.1% | 159,709 | 0.4% | ETF |
CGUS Capital Group Core Equity ETF | $11,499,102 | $11,394,824 ▲ | 10,927.4% | 344,275 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $11,215,188 | $386,841 ▲ | 3.6% | 45,720 | 0.3% | Finance |
SMH VanEck Semiconductor ETF | $11,182,835 | $322,071 ▲ | 3.0% | 52,881 | 0.3% | Manufacturing |
IJT iShares S&P Small-Cap 600 Growth ETF | $10,912,855 | $12,824 ▲ | 0.1% | 87,653 | 0.3% | ETF |
SCHB Schwab US Broad Market ETF | $10,898,317 | $551,971 ▲ | 5.3% | 506,186 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $10,819,186 | $2,997,567 ▼ | -21.7% | 98,188 | 0.3% | cs |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | $10,779,707 | $1,047,696 ▲ | 10.8% | 301,868 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $10,596,326 | $3,758,134 ▼ | -26.2% | 196,338 | 0.3% | ETF |
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | $10,579,614 | $73,768 ▲ | 0.7% | 166,794 | 0.3% | ETF |
CVX Chevron | $10,457,781 | $1,478,601 ▲ | 16.5% | 62,509 | 0.3% | Energy |
VEA Vanguard FTSE Developed Markets ETF | $10,310,983 | $1,675,020 ▲ | 19.4% | 202,850 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $10,281,206 | $4,824,980 ▲ | 88.4% | 135,900 | 0.3% | ETF |
VTV Vanguard Value ETF | $10,047,008 | $1,079,692 ▲ | 12.0% | 58,159 | 0.3% | ETF |
HD Home Depot | $9,944,584 | $851,534 ▼ | -7.9% | 27,129 | 0.3% | Retail/Wholesale |
MTUM iShares MSCI USA Momentum Factor ETF | $9,776,337 | $7,074,837 ▲ | 261.9% | 48,366 | 0.3% | ETF |
PG Procter & Gamble | $9,594,988 | $818,216 ▲ | 9.3% | 56,300 | 0.3% | Consumer Staples |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $9,591,595 | $978,666 ▲ | 11.4% | 396,183 | 0.3% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $9,492,498 | $1,454,100 ▲ | 18.1% | 162,680 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $9,443,099 | $843,462 ▲ | 9.8% | 90,304 | 0.3% | ETF |
FVD First Trust Value Line Dividend Index Fund | $9,378,591 | $1,055,041 ▼ | -10.1% | 210,330 | 0.3% | ETF |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $9,173,952 | $672,903 ▼ | -6.8% | 209,259 | 0.3% | Manufacturing |
UNH UnitedHealth Group | $8,976,744 | $477,174 ▲ | 5.6% | 17,138 | 0.3% | Medical |
AVGO Broadcom | $8,948,010 | $841,352 ▲ | 10.4% | 53,421 | 0.3% | Computer and Technology |
ABBV AbbVie | $8,782,318 | $279,293 ▼ | -3.1% | 41,916 | 0.3% | Medical |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $8,774,155 | $830,860 ▲ | 10.5% | 348,871 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $8,681,297 | $223,467 ▼ | -2.5% | 71,675 | 0.3% | ETF |
WMT Walmart | $8,677,616 | $991,868 ▲ | 12.9% | 98,826 | 0.3% | Retail/Wholesale |
MA Mastercard | $8,628,622 | $26,312 ▼ | -0.3% | 15,741 | 0.3% | Business Services |
DIA SPDR Dow Jones Industrial Average ETF Trust | $8,592,614 | $2,169,046 ▲ | 33.8% | 20,461 | 0.3% | Finance |
AMLP Alerian MLP ETF | $8,555,191 | $185,996 ▼ | -2.1% | 164,714 | 0.3% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $8,520,343 | $836,932 ▲ | 10.9% | 367,891 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $8,325,134 | $829,583 ▲ | 11.1% | 169,346 | 0.3% | Manufacturing |
T AT&T | $8,309,079 | $256,301 ▼ | -3.0% | 293,815 | 0.3% | Computer and Technology |
IJK iShares S&P Mid-Cap 400 Growth ETF | $8,298,559 | $68,539 ▲ | 0.8% | 99,647 | 0.3% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $8,204,882 | $1,516,867 ▼ | -15.6% | 149,832 | 0.3% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $8,129,932 | $488,426 ▲ | 6.4% | 69,194 | 0.3% | ETF |
AMD Advanced Micro Devices | $7,947,250 | $1,251,649 ▲ | 18.7% | 77,355 | 0.2% | Computer and Technology |
AXSM Axsome Therapeutics | $7,944,137 | $32,073 ▲ | 0.4% | 68,114 | 0.2% | Medical |
IVE iShares S&P 500 Value ETF | $7,744,839 | $2,167,533 ▲ | 38.9% | 40,637 | 0.2% | ETF |
FDVV Fidelity High Dividend ETF | $7,529,427 | $100,688 ▼ | -1.3% | 151,803 | 0.2% | ETF |
TGTX TG Therapeutics | $7,415,281 | $375,176 ▲ | 5.3% | 188,062 | 0.2% | Medical |
IBM International Business Machines | $7,379,965 | $1,597,442 ▲ | 27.6% | 29,678 | 0.2% | Computer and Technology |
FTNT Fortinet | $7,347,081 | $1,587,624 ▲ | 27.6% | 76,325 | 0.2% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $7,293,821 | $3,629,599 ▲ | 99.1% | 73,734 | 0.2% | Finance |
VB Vanguard Small-Cap ETF | $7,270,300 | $1,042,479 ▲ | 16.7% | 32,785 | 0.2% | ETF |
IYR iShares U.S. Real Estate ETF | $7,133,510 | $3,160 ▼ | 0.0% | 74,501 | 0.2% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $6,945,052 | $827,654 ▲ | 13.5% | 287,224 | 0.2% | ETF |
CSCO Cisco Systems | $6,881,571 | $175,202 ▲ | 2.6% | 111,510 | 0.2% | Computer and Technology |
RTX RTX | $6,838,818 | $561,480 ▲ | 8.9% | 51,229 | 0.2% | Aerospace |
MCD McDonald's | $6,736,439 | $2,299,318 ▼ | -25.4% | 21,563 | 0.2% | Retail/Wholesale |
