ITOT iShares Core S&P Total U.S. Stock Market ETF | $95,659,536 | $9,504,780 â–¼ | -9.0% | 671,625 | 5.7% | ETF |
AAPL Apple | $83,908,308 | $2,407,452 â–¼ | -2.8% | 330,621 | 5.0% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $66,060,679 | $163,788 â–² | 0.2% | 2,576,470 | 3.9% | ETF |
VTI Vanguard Total Stock Market ETF | $65,405,121 | $10,133,744 â–¼ | -13.4% | 203,875 | 3.9% | ETF |
NVDA NVIDIA | $63,923,697 | $294,910 â–¼ | -0.5% | 366,535 | 3.8% | Computer and Technology |
VV Vanguard Large-Cap ETF | $61,020,710 | $163,172 â–² | 0.3% | 204,185 | 3.6% | ETF |
DJAN FT Vest U.S. Equity Deep Buffer ETF - January | $51,342,301 | $19,702,660 â–² | 62.3% | 1,207,202 | 3.1% | ETF |
QQQ Invesco QQQ | $42,293,114 | $288,592 â–² | 0.7% | 73,275 | 2.5% | Finance |
FBND Fidelity Total Bond ETF | $38,109,770 | $37,903,157 â–² | 18,345.0% | 835,374 | 2.3% | ETF |
SCHB Schwab US Broad Market ETF | $33,933,210 | $4,871,909 â–¼ | -12.6% | 1,351,921 | 2.0% | ETF |
TSLA Tesla | $32,780,521 | $273,608 â–¼ | -0.8% | 88,179 | 2.0% | Auto/Tires/Trucks |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $31,500,787 | $10,196,909 â–¼ | -24.5% | 398,442 | 1.9% | ETF |
GOOGL Alphabet | $30,391,003 | $477,061 â–¼ | -1.5% | 105,686 | 1.8% | Computer and Technology |
MSFT Microsoft | $30,355,011 | $1,184,172 â–² | 4.1% | 82,003 | 1.8% | Computer and Technology |
AMZN Amazon.com | $30,172,638 | $89,139 â–² | 0.3% | 144,873 | 1.8% | Retail/Wholesale |
EMLP First Trust North American Energy Infrastructure Fund | $27,832,991 | $230,132 â–¼ | -0.8% | 637,494 | 1.7% | ETF |
PFF iShares Preferred and Income Securities ETF | $25,934,362 | $2,781,890 â–² | 12.0% | 855,355 | 1.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $24,861,429 | $4,830,293 â–² | 24.1% | 810,346 | 1.5% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $23,677,994 | $2,668,347 â–² | 12.7% | 1,021,704 | 1.4% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $22,414,791 | $1,725,602 â–² | 8.3% | 477,418 | 1.3% | ETF |
META Meta Platforms | $19,266,401 | $326,685 â–² | 1.7% | 33,675 | 1.1% | Computer and Technology |
VTV Vanguard Value ETF | $18,803,368 | $16,141,137 â–² | 606.3% | 95,838 | 1.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $18,734,499 | $18,734,499 â–² | New Holding | 199,452 | 1.1% | ETF |
LLY Eli Lilly and Company | $16,137,390 | $1,039,342 â–¼ | -6.1% | 17,545 | 1.0% | Medical |
MORT VanEck Mortgage REIT Income ETF | $14,971,344 | $14,758,131 â–² | 6,921.8% | 1,459,195 | 0.9% | ETF |
MLPA Global X MLP ETF | $14,690,023 | $2,296,424 â–² | 18.5% | 272,694 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $14,626,534 | $992,203 â–² | 7.3% | 49,723 | 0.9% | Finance |
FTSM First Trust Enhanced Short Maturity ETF | $14,374,043 | $1,196,078 â–¼ | -7.7% | 240,449 | 0.9% | Manufacturing |
IWB iShares Russell 1000 ETF | $14,339,383 | $17,115 â–² | 0.1% | 40,216 | 0.9% | ETF |
LMT Lockheed Martin | $12,765,148 | $252,027 â–² | 2.0% | 21,121 | 0.8% | Aerospace |
TOTL SPDR Doubleline Total Return Tactical ETF | $12,634,614 | $3,796,320 â–² | 43.0% | 318,012 | 0.8% | ETF |
GOOG Alphabet | $11,768,073 | $534,417 â–¼ | -4.3% | 41,024 | 0.7% | Computer and Technology |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $10,429,928 | $32,051 â–² | 0.3% | 90,139 | 0.6% | Finance |
JNJ Johnson & Johnson | $9,481,356 | $94,843 â–¼ | -1.0% | 38,788 | 0.6% | Medical |
IVV iShares Core S&P 500 ETF | $9,288,128 | $169,837 â–¼ | -1.8% | 14,219 | 0.6% | ETF |
FCOR Fidelity Corporate Bond ETF | $9,115,938 | $3,567,979 â–² | 64.3% | 193,421 | 0.5% | ETF |
GLD SPDR Gold Shares | $9,075,196 | $4,164,754 â–¼ | -31.5% | 21,091 | 0.5% | Finance |
BRK.B Berkshire Hathaway | $9,060,989 | $46,002 â–² | 0.5% | 18,909 | 0.5% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $8,821,703 | $1,136,394 â–² | 14.8% | 174,308 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $8,772,885 | $5,663,357 â–² | 182.1% | 125,776 | 0.5% | ETF |
AVGO Broadcom | $8,377,276 | $886,445 â–² | 11.8% | 27,066 | 0.5% | Computer and Technology |
SHOPIFY INC CL A SUB VTG SHS
| $7,781,173 | $34,756 â–² | 0.4% | 65,597 | 0.5% | Stock |
XLE Energy Select Sector SPDR Fund | $7,584,859 | $321,187 â–¼ | -4.1% | 123,814 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $7,418,466 | $20,252,755 â–¼ | -73.2% | 89,845 | 0.4% | Manufacturing |
IEFA iShares Core MSCI EAFE ETF | $7,378,701 | $5,817,972 â–² | 372.8% | 81,506 | 0.4% | ETF |
CAT Caterpillar | $7,038,127 | $1,589,140 â–² | 29.2% | 9,934 | 0.4% | Industrials |
VOO Vanguard S&P 500 ETF | $6,849,891 | $150,586 â–¼ | -2.2% | 11,463 | 0.4% | ETF |
MMSC First Trust Multi-Manager Small Cap Opportunities ETF | $6,764,009 | $334,275 â–¼ | -4.7% | 285,312 | 0.4% | ETF |
WALMART INC COM
| $6,751,893 | $129,997 â–¼ | -1.9% | 54,328 | 0.4% | Stock |
V Visa | $6,553,871 | $224,870 â–² | 3.6% | 21,684 | 0.4% | Business Services |
RDVY First Trust Rising Dividend Achievers ETF | $5,686,705 | $65,617 â–² | 1.2% | 83,285 | 0.3% | Manufacturing |
PALANTIR TECHNOLOGIES INC CL A
| $5,531,212 | $312,019 â–² | 6.0% | 37,812 | 0.3% | Stock |
CIBR First Trust Nasdaq Cybersecurity ETF | $5,381,798 | $454,934 â–² | 9.2% | 85,861 | 0.3% | Manufacturing |
NEE NextEra Energy | $5,333,092 | $189,754 â–¼ | -3.4% | 57,419 | 0.3% | Utilities |
TBIL US Treasury 3 Month Bill ETF | $5,329,171 | $325,585 â–² | 6.5% | 106,883 | 0.3% | ETF |
MA Mastercard | $5,262,891 | $45,469 â–² | 0.9% | 10,533 | 0.3% | Business Services |
DIVO Amplify CWP Enhanced Dividend Income ETF | $5,240,201 | $349,786 â–² | 7.2% | 116,838 | 0.3% | ETF |
IYW iShares U.S. Technology ETF | $5,216,794 | $26,306 â–¼ | -0.5% | 28,755 | 0.3% | Manufacturing |
PG Procter & Gamble | $5,175,434 | $65,287 â–¼ | -1.2% | 35,831 | 0.3% | Consumer Staples |
XME SPDR S&P Metals & Mining ETF | $4,805,126 | $938,602 â–¼ | -16.3% | 44,488 | 0.3% | ETF |
COST Costco Wholesale | $4,735,322 | $3,986 â–² | 0.1% | 4,752 | 0.3% | Retail/Wholesale |
IJH iShares Core S&P Mid-Cap ETF | $4,715,390 | $3,376 â–¼ | -0.1% | 69,827 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,586,634 | $42,920 â–¼ | -0.9% | 7,053 | 0.3% | Finance |
SOXX iShares Semiconductor ETF | $4,532,039 | $189,643 â–¼ | -4.0% | 13,789 | 0.3% | ETF |
XLK Technology Select Sector SPDR Fund | $4,530,035 | $88,644 â–¼ | -1.9% | 34,086 | 0.3% | ETF |
HD Home Depot | $4,389,957 | $95,048 â–¼ | -2.1% | 13,348 | 0.3% | Retail/Wholesale |
IJR iShares Core S&P Small-Cap ETF | $4,356,027 | $177,886 â–² | 4.3% | 35,042 | 0.3% | ETF |
RTX RTX | $4,299,586 | $22,184 â–¼ | -0.5% | 22,289 | 0.3% | Aerospace |
IXUS iShares Core MSCI Total International Stock ETF | $4,289,930 | $2,773 â–² | 0.1% | 49,514 | 0.3% | Manufacturing |
MCD McDonald's | $4,240,554 | $105,050 â–¼ | -2.4% | 13,644 | 0.3% | Retail/Wholesale |
PANW Palo Alto Networks | $4,167,719 | $507,097 â–² | 13.9% | 25,996 | 0.2% | Computer and Technology |
ISHARES BITCOIN TRUST ETF
| $4,126,846 | $1,823,106 â–¼ | -30.6% | 107,414 | 0.2% | ETF |
XLB Materials Select Sector SPDR Fund | $4,091,274 | $110,133 â–² | 2.8% | 81,875 | 0.2% | ETF |
XOP SPDR S&P Oil & Gas Exploration & Production ETF | $4,058,506 | $20,002 â–¼ | -0.5% | 22,320 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $3,991,963 | $77,126 â–² | 2.0% | 16,097 | 0.2% | Finance |
AGZ iShares Agency Bond ETF | $3,915,583 | $349,429 â–² | 9.8% | 35,690 | 0.2% | Finance |
ROCKET LAB CORP COM
| $3,796,336 | $138,778 â–² | 3.8% | 59,115 | 0.2% | Stock |
CBLS Clough Hedged Equity ETF | $3,779,229 | $254,700 â–² | 7.2% | 131,687 | 0.2% | ETF |
GE GE Aerospace | $3,760,279 | $521,008 â–¼ | -12.2% | 13,251 | 0.2% | Aerospace |
JCI Johnson Controls International | $3,729,126 | $28,417 â–² | 0.8% | 28,477 | 0.2% | Construction |
BX Blackstone | $3,719,150 | $453,754 â–² | 13.9% | 32,343 | 0.2% | Finance |
AMLP Alerian MLP ETF | $3,699,666 | $408,015 â–² | 12.4% | 70,282 | 0.2% | ETF |
ABBV AbbVie | $3,691,717 | $1,482,646 â–² | 67.1% | 16,974 | 0.2% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $3,514,393 | $146,065 â–² | 4.3% | 62,004 | 0.2% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $3,460,828 | $4,596,528 â–¼ | -57.0% | 31,241 | 0.2% | Manufacturing |
KO CocaCola | $3,441,378 | $48,291 â–¼ | -1.4% | 45,252 | 0.2% | Consumer Staples |
BAC Bank of America | $3,438,167 | $952,728 â–¼ | -21.7% | 70,526 | 0.2% | Finance |
VZ Verizon Communications | $3,371,852 | $797,281 â–² | 31.0% | 67,168 | 0.2% | Computer and Technology |
ISRG Intuitive Surgical | $3,366,158 | $70,071 â–² | 2.1% | 7,302 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $3,322,155 | $173,497 â–² | 5.5% | 17,310 | 0.2% | ETF |
CSCO Cisco Systems | $3,314,746 | $315,561 â–¼ | -8.7% | 42,721 | 0.2% | Computer and Technology |
FDL First Trust Morningstar Dividend Leaders Index Fund | $3,288,262 | $1,354,725 â–² | 70.1% | 64,730 | 0.2% | ETF |
SKYY First Trust Cloud Computing ETF | $3,283,888 | $238,407 â–¼ | -6.8% | 30,028 | 0.2% | Manufacturing |
XOM ExxonMobil | $3,170,983 | $171,528 â–² | 5.7% | 18,690 | 0.2% | Energy |
GE VERNOVA INC COM
| $2,977,945 | $384,899 â–¼ | -11.4% | 3,412 | 0.2% | Stock |
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF | $2,863,271 | $2,863,271 â–² | New Holding | 62,029 | 0.2% | Manufacturing |
APA APA | $2,859,446 | $916,919 â–² | 47.2% | 67,376 | 0.2% | Energy |
VGSH Vanguard Short-Term Treasury ETF | $2,836,250 | $20,328,624 â–¼ | -87.8% | 48,450 | 0.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $2,833,192 | $9,712 â–² | 0.3% | 58,634 | 0.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $2,824,120 | $65,981 â–¼ | -2.3% | 14,724 | 0.2% | ETF |
