SPY SPDR S&P 500 ETF Trust | $300,998,975 | $2,055,857 â–¼ | -0.7% | 403,068 | 14.7% | ETF |
BRK.B Berkshire Hathaway | $101,725,807 | $6,285,901 â–² | 6.6% | 203,293 | 5.0% | Finance |
QQQ Invesco QQQ | $66,845,463 | $1,477,944 â–² | 2.3% | 90,774 | 3.3% | ETF |
VTI Vanguard Total Stock Market ETF | $38,189,936 | $292,331 â–² | 0.8% | 103,205 | 1.9% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $33,820,187 | $817,653 â–² | 2.5% | 372,511 | 1.7% | ETF |
AAPL Apple | $32,204,861 | $92,595 â–² | 0.3% | 111,297 | 1.6% | Technology |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $32,141,819 | $940,590 â–² | 3.0% | 350,741 | 1.6% | ETF |
VSLU Applied Finance Valuation Large Cap ETF | $31,097,673 | $2,610,650 â–² | 9.2% | 672,436 | 1.5% | ETF |
IWM iShares Russell 2000 ETF | $28,830,614 | $2,479,617 â–² | 9.4% | 95,958 | 1.4% | ETF |
FIRST TR EXCHNG TRADED FD VI
| $26,361,593 | $1,737,388 â–² | 7.1% | 943,844 | 1.3% | FT VEST LAD |
CWI SPDR MSCI ACWI ex-US ETF | $25,576,462 | $468,233 â–² | 1.9% | 628,879 | 1.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $24,110,775 | $88,498 â–² | 0.4% | 476,780 | 1.2% | ETF |
MSFT Microsoft | $21,974,365 | $443,889 â–² | 2.1% | 58,910 | 1.1% | Technology |
DFAU Dimensional US Core Equity Market ETF | $20,801,849 | $948,511 â–² | 4.8% | 402,435 | 1.0% | ETF |
SCHX Schwab US Large-Cap ETF | $18,569,460 | $814,033 â–¼ | -4.2% | 630,971 | 0.9% | ETF |
DFAI Dimensional International Core Equity Market ETF | $18,356,085 | $1,197,490 â–² | 7.0% | 444,995 | 0.9% | ETF |
GOOGL Alphabet | $17,679,190 | $74,691 â–¼ | -0.4% | 49,470 | 0.9% | Communication Services |
LLY Eli Lilly and Company | $17,008,044 | $75,565 â–² | 0.4% | 14,180 | 0.8% | Healthcare |
NVDA NVIDIA | $16,888,342 | $149,867 â–¼ | -0.9% | 84,404 | 0.8% | Technology |
AMAT Applied Materials | $15,764,276 | $852,416 â–¼ | -5.1% | 21,804 | 0.8% | Technology |
BBJP JPMorgan BetaBuilders Japan ETF | $15,664,979 | $492,376 â–² | 3.2% | 208,007 | 0.8% | ETF |
GOOG Alphabet | $14,771,657 | $222,598 â–¼ | -1.5% | 41,807 | 0.7% | Communication Services |
JPM JPMorgan Chase & Co. | $14,502,894 | $80,195 â–¼ | -0.5% | 44,307 | 0.7% | Finance |
INTC Intel | $13,855,907 | $266,135 â–¼ | -1.9% | 99,233 | 0.7% | Technology |
GLD SPDR Gold Shares | $13,782,981 | $1,158,190 â–¼ | -7.8% | 37,415 | 0.7% | ETF |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $13,362,026 | $13,362,026 â–² | New Holding | 841,437 | 0.7% | ETF |
WALMART INC
| $12,975,654 | $199,225 â–¼ | -1.5% | 114,565 | 0.6% | COM |
CAT Caterpillar | $11,976,783 | $289,649 â–¼ | -2.4% | 11,247 | 0.6% | Industrials |
QUAL iShares MSCI USA Quality Factor ETF | $11,821,713 | $197,266 â–² | 1.7% | 53,875 | 0.6% | ETF |
CSCO Cisco Systems | $11,746,435 | $188,053 â–¼ | -1.6% | 100,004 | 0.6% | Technology |
META Meta Platforms | $11,598,771 | $238,273 â–² | 2.1% | 20,591 | 0.6% | Communication Services |
AMZN Amazon.com | $10,381,310 | $343,446 â–¼ | -3.2% | 43,557 | 0.5% | Consumer Discretionary |
BAC Bank of America | $9,862,584 | $184,387 â–² | 1.9% | 173,089 | 0.5% | Finance |
BUFR FT Vest Laddered Buffer ETF | $9,747,746 | $940,867 â–² | 10.7% | 266,842 | 0.5% | ETF |
BBIN JPMorgan BetaBuilders International Equity ETF | $9,417,815 | $813,590 â–² | 9.5% | 120,618 | 0.5% | ETF |
MRK Merck & Co., Inc. | $9,192,883 | $95,862 â–¼ | -1.0% | 71,539 | 0.4% | Healthcare |
IVV iShares Core S&P 500 ETF | $8,894,434 | $16,475 â–² | 0.2% | 11,877 | 0.4% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $8,816,988 | $511,271 â–² | 6.2% | 219,273 | 0.4% | ETF |
MU Micron Technology | $8,766,415 | $949,935 â–² | 12.2% | 7,595 | 0.4% | Technology |
CGMU Capital Group Municipal Income ETF | $8,733,301 | $89,085 â–¼ | -1.0% | 317,921 | 0.4% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,638,988 | $324,544 â–¼ | -3.6% | 121,249 | 0.4% | ETF |
JNJ Johnson & Johnson | $8,388,141 | $34,794 â–² | 0.4% | 33,028 | 0.4% | Healthcare |
ABBV AbbVie | $8,222,049 | $252 â–¼ | 0.0% | 32,674 | 0.4% | Healthcare |
SPAB SPDR Portfolio Aggregate Bond ETF | $7,780,695 | $278,881 â–² | 3.7% | 304,888 | 0.4% | ETF |
KLAC KLA | $7,774,426 | $6,971,580 â–² | 868.4% | 25,768 | 0.4% | Technology |
PWR Quanta Services | $7,674,202 | $123,847 â–² | 1.6% | 10,658 | 0.4% | Industrials |
SCHM Schwab U.S. Mid-Cap ETF | $7,669,313 | $277,704 â–¼ | -3.5% | 208,010 | 0.4% | ETF |
CMI Cummins | $7,661,380 | $110,549 â–¼ | -1.4% | 10,742 | 0.4% | Industrials |
PNC The PNC Financial Services Group | $7,647,650 | $65,495 â–¼ | -0.8% | 31,060 | 0.4% | Finance |
BUFD FT Vest Laddered Deep Buffer ETF | $7,587,070 | $835,518 â–² | 12.4% | 255,285 | 0.4% | ETF |
IBM International Business Machines | $7,511,901 | $77,332 â–² | 1.0% | 26,713 | 0.4% | Technology |
PEP PepsiCo | $7,310,553 | $91,125 â–² | 1.3% | 53,992 | 0.4% | Consumer Staples |
BALT Innovator Defined Wealth Shield ETF | $7,010,559 | $4,880,503 â–² | 229.1% | 204,568 | 0.3% | ETF |
LAM RESEARCH CORP
| $6,922,626 | $291,205 â–¼ | -4.0% | 15,975 | 0.3% | COM NEW |
XOM ExxonMobil | $6,890,069 | $602,804 â–¼ | -8.0% | 50,395 | 0.3% | Energy |
BND Vanguard Total Bond Market ETF | $6,787,737 | $194,244 â–¼ | -2.8% | 92,463 | 0.3% | ETF |
SPBO SPDR Portfolio Corporate Bond ETF | $6,727,495 | $877,186 â–² | 15.0% | 231,662 | 0.3% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $6,640,394 | $764,934 â–² | 13.0% | 150,815 | 0.3% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $6,506,259 | $3,373,031 â–² | 107.7% | 115,852 | 0.3% | ETF |
CVX Chevron | $6,307,480 | $210,183 â–¼ | -3.2% | 38,052 | 0.3% | Energy |
VZ Verizon Communications | $6,154,583 | $19,603 â–² | 0.3% | 145,361 | 0.3% | Communication Services |
AVGO Broadcom | $6,077,183 | $150,721 â–² | 2.5% | 16,088 | 0.3% | Technology |
IJH iShares Core S&P Mid-Cap ETF | $6,065,468 | $127,000 â–¼ | -2.1% | 78,660 | 0.3% | ETF |
KO CocaCola | $5,947,047 | $45,511 â–² | 0.8% | 73,177 | 0.3% | Consumer Staples |
VOO Vanguard S&P 500 ETF | $5,904,230 | $687 â–¼ | 0.0% | 8,597 | 0.3% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $5,886,975 | $1,340,526 â–² | 29.5% | 116,389 | 0.3% | ETF |
AFL Aflac | $5,703,287 | $50,535 â–² | 0.9% | 48,642 | 0.3% | Finance |
PG Procter & Gamble | $5,629,592 | $156,463 â–² | 2.9% | 38,391 | 0.3% | Consumer Staples |
V Visa | $5,622,066 | $40,140 â–¼ | -0.7% | 16,387 | 0.3% | Finance |
RTX RTX | $5,553,181 | $31,874 â–² | 0.6% | 29,269 | 0.3% | Industrials |
LEAD Siren DIVCON Leaders Dividend ETF | $5,373,312 | $163,055 â–² | 3.1% | 58,625 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $5,355,059 | $4,697,464 â–² | 714.3% | 44,805 | 0.3% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $5,110,857 | $46,884 â–¼ | -0.9% | 55,814 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,949,382 | $57,663 â–² | 1.2% | 49,096 | 0.2% | ETF |
MCD McDonald's | $4,811,741 | $904,178 â–² | 23.1% | 17,801 | 0.2% | Consumer Discretionary |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $4,752,327 | $557,567 â–² | 13.3% | 70,343 | 0.2% | ETF |
WM Waste Management | $4,746,031 | $100,074 â–² | 2.2% | 21,294 | 0.2% | Industrials |
BTT Blackrock Municipal 2030 Target Term Trust | $4,732,908 | $70,366 â–² | 1.5% | 208,040 | 0.2% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $4,557,839 | $255,748 â–² | 5.9% | 55,354 | 0.2% | ETF |
AMGN Amgen | $4,545,516 | $57,575 â–¼ | -1.3% | 12,553 | 0.2% | Healthcare |
TGT Target | $4,398,729 | $64,653 â–¼ | -1.4% | 33,678 | 0.2% | Consumer Staples |
VLO Valero Energy | $4,345,551 | $351,842 â–¼ | -7.5% | 16,686 | 0.2% | Energy |
VIG Vanguard Dividend Appreciation ETF | $4,343,149 | $244,664 â–² | 6.0% | 18,355 | 0.2% | ETF |
LMT Lockheed Martin | $4,324,292 | $96,786 â–¼ | -2.2% | 8,489 | 0.2% | Industrials |
ASML ASML | $4,311,392 | $425,767 â–¼ | -9.0% | 2,167 | 0.2% | Technology |
MA Mastercard | $4,277,713 | $584,468 â–² | 15.8% | 8,329 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $4,270,631 | $145,155 â–² | 3.5% | 74,053 | 0.2% | ETF |
JMUB JPMorgan Municipal ETF | $4,239,815 | $202,822 â–² | 5.0% | 83,700 | 0.2% | ETF |
NEE NextEra Energy | $4,235,101 | $6,846 â–² | 0.2% | 48,252 | 0.2% | Utilities |
CBU Community Financial System | $4,227,057 | $4,698 â–² | 0.1% | 62,978 | 0.2% | Finance |
CAPITAL GROUP DIVIDEND GROWE
| $4,213,202 | $1,005,306 â–² | 31.3% | 112,322 | 0.2% | SHS ETF |
AMD Advanced Micro Devices | $4,148,863 | $591,367 â–¼ | -12.5% | 7,142 | 0.2% | Technology |
IJR iShares Core S&P Small-Cap ETF | $4,126,504 | $21,653 â–² | 0.5% | 27,824 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $4,070,028 | $49,788 â–¼ | -1.2% | 19,129 | 0.2% | ETF |
TXN Texas Instruments | $4,062,576 | $44,414 â–¼ | -1.1% | 13,629 | 0.2% | Technology |
PRF Invesco RAFI US 1000 ETF | $4,047,872 | $239,947 â–² | 6.3% | 74,919 | 0.2% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,007,090 | $184,520 â–² | 4.8% | 25,256 | 0.2% | ETF |
DE Deere & Company | $3,978,567 | $26,642 â–² | 0.7% | 6,272 | 0.2% | Industrials |
GLDM SPDR Gold MiniShares Trust | $3,856,559 | $111,506 â–¼ | -2.8% | 48,559 | 0.2% | ETF |
QCOM Qualcomm | $3,835,941 | $240,786 â–¼ | -5.9% | 20,758 | 0.2% | Technology |
