AAPL Apple | $1,216,397 | $21,325 â–² | 1.8% | 4,792,927 | 3.0% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $922,921 | $88,637 â–² | 10.6% | 1,412,900 | 2.3% | ETF |
MSFT Microsoft | $828,620 | $47,911 â–² | 6.1% | 2,238,486 | 2.1% | Computer and Technology |
NVDA NVIDIA | $780,906 | $6,715 â–² | 0.9% | 4,477,669 | 1.9% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $628,332 | $37,749 â–² | 6.4% | 4,727,854 | 1.6% | ETF |
AMZN Amazon.com | $572,736 | $17,474 â–² | 3.1% | 2,749,966 | 1.4% | Retail/Wholesale |
AVGO Broadcom | $549,284 | $33,725 â–² | 6.5% | 1,774,688 | 1.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $523,075 | $23,973 â–² | 4.8% | 1,778,198 | 1.3% | Finance |
GOOGL Alphabet | $511,712 | $3,039 â–² | 0.6% | 1,779,495 | 1.3% | Computer and Technology |
QQQ Invesco QQQ | $490,998 | $5,507 â–² | 1.1% | 850,685 | 1.2% | Finance |
XLF Financial Select Sector SPDR Fund | $456,912 | $3,947 â–² | 0.9% | 9,254,845 | 1.1% | ETF |
XLC Communication Services Select Sector SPDR Fund | $411,444 | $39,957 â–² | 10.8% | 3,711,386 | 1.0% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $356,286 | $28,574 â–² | 8.7% | 7,713,487 | 0.9% | Manufacturing |
XLV Health Care Select Sector SPDR Fund | $346,173 | $2,657 â–¼ | -0.8% | 2,361,183 | 0.9% | ETF |
JNJ Johnson & Johnson | $333,908 | $18,436 â–² | 5.8% | 1,366,010 | 0.8% | Medical |
META Meta Platforms | $315,023 | $10,132 â–² | 3.3% | 550,613 | 0.8% | Computer and Technology |
VEU Vanguard FTSE All-World ex-US ETF | $301,844 | $1,454 â–¼ | -0.5% | 4,019,221 | 0.7% | ETF |
WALMART INC
| $300,333 | $8,530 â–² | 2.9% | 2,416,580 | 0.7% | Common Stock |
VYM Vanguard High Dividend Yield ETF | $288,776 | $5,396 â–² | 1.9% | 1,949,873 | 0.7% | Financial Services |
IVE iShares S&P 500 Value ETF | $284,890 | $25,712 â–¼ | -8.3% | 1,349,230 | 0.7% | ETF |
IVW iShares S&P 500 Growth ETF | $273,339 | $23,974 â–² | 9.6% | 2,416,574 | 0.7% | ETF |
ABBV AbbVie | $262,571 | $27,059 â–² | 11.5% | 1,207,278 | 0.6% | Medical |
LLY Eli Lilly and Company | $262,361 | $12,479 â–² | 5.0% | 285,246 | 0.6% | Medical |
XOM ExxonMobil | $261,233 | $11,507 â–¼ | -4.2% | 1,539,743 | 0.6% | Energy |
CVX Chevron | $258,853 | $16,436 â–² | 6.8% | 1,251,102 | 0.6% | Energy |
XLP Consumer Staples Select Sector SPDR Fund | $257,261 | $10,309 â–² | 4.2% | 3,138,094 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $253,343 | $15,084 â–² | 6.3% | 528,679 | 0.6% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $251,518 | $20,596 â–¼ | -7.6% | 3,605,987 | 0.6% | ETF |
V Visa | $250,238 | $9,981 â–² | 4.2% | 827,943 | 0.6% | Business Services |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $245,475 | $33,071 â–¼ | -11.9% | 4,219,236 | 0.6% | ETF |
VOO Vanguard S&P 500 ETF | $231,004 | $5,496 â–¼ | -2.3% | 386,585 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $221,722 | $7,629 â–¼ | -3.3% | 3,460,078 | 0.5% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $218,792 | $4,878 â–¼ | -2.2% | 1,844,787 | 0.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $214,161 | $76,623 â–² | 55.7% | 2,365,635 | 0.5% | ETF |
CAT Caterpillar | $205,029 | $30,358 â–² | 17.4% | 289,401 | 0.5% | Industrials |
MRK Merck & Co., Inc. | $202,047 | $15,985 â–¼ | -7.3% | 1,679,664 | 0.5% | Medical |
EFV iShares MSCI EAFE Value ETF | $200,672 | $159 â–¼ | -0.1% | 2,699,024 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $199,514 | $6,088 â–² | 3.1% | 1,604,971 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $197,865 | $24,216 â–² | 13.9% | 1,803,853 | 0.5% | ETF |
VGT Vanguard Information Technology ETF | $195,469 | $2,050 â–² | 1.1% | 280,153 | 0.5% | ETF |
NEE NextEra Energy | $186,018 | $38,912 â–² | 26.5% | 2,002,772 | 0.5% | Utilities |
HD Home Depot | $173,993 | $25,486 â–² | 17.2% | 529,032 | 0.4% | Retail/Wholesale |
CSCO Cisco Systems | $169,260 | $20,013 â–² | 13.4% | 2,181,466 | 0.4% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $168,020 | $36,217 â–² | 27.5% | 3,568,823 | 0.4% | ETF |
IBM International Business Machines | $166,987 | $29,177 â–² | 21.2% | 688,918 | 0.4% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $165,957 | $3,553 â–² | 2.2% | 865,213 | 0.4% | ETF |
PG Procter & Gamble | $162,192 | $11,017 â–² | 7.3% | 1,122,903 | 0.4% | Consumer Staples |
VONV Vanguard Russell 1000 Value ETF | $161,058 | $5,646 â–² | 3.6% | 1,718,133 | 0.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $159,472 | $25,921 â–² | 19.4% | 830,928 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $158,720 | $6,104 â–² | 4.0% | 2,800,288 | 0.4% | ETF |
XLU Utilities Select Sector SPDR Fund | $157,487 | $18,768 â–² | 13.5% | 3,431,828 | 0.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $150,944 | $96,833 â–² | 179.0% | 6,588,546 | 0.4% | ETF |
TLH iShares 10-20 Year Treasury Bond ETF | $150,249 | $13,230 â–² | 9.7% | 1,491,747 | 0.4% | ETF |
RTX RTX | $148,202 | $1,264 â–¼ | -0.8% | 768,284 | 0.4% | Aerospace |
AMGN Amgen | $146,373 | $5,293 â–¼ | -3.5% | 416,010 | 0.4% | Medical |
MTUM iShares MSCI USA Momentum Factor ETF | $144,332 | $6,933 â–² | 5.0% | 601,408 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $143,269 | $13,790 â–² | 10.7% | 423,935 | 0.4% | Computer and Technology |
MCD McDonald's | $140,875 | $23,458 â–² | 20.0% | 453,280 | 0.3% | Retail/Wholesale |
CGDV Capital Group Dividend Value ETF | $139,548 | $14,973 â–² | 12.0% | 3,280,394 | 0.3% | ETF |
MBB iShares MBS ETF | $138,652 | $10,583 â–² | 8.3% | 1,460,265 | 0.3% | ETF |
JGRO JPMorgan Active Growth ETF | $131,714 | $2,725 â–¼ | -2.0% | 1,558,376 | 0.3% | ETF |
MA Mastercard | $130,914 | $19,399 â–¼ | -12.9% | 262,005 | 0.3% | Business Services |
IXUS iShares Core MSCI Total International Stock ETF | $130,194 | $6,795 â–¼ | -5.0% | 1,502,702 | 0.3% | Manufacturing |
COST Costco Wholesale | $129,972 | $2,976 â–¼ | -2.2% | 130,438 | 0.3% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $127,073 | $110,995 â–² | 690.4% | 1,140,998 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $125,983 | $215 â–² | 0.2% | 585,802 | 0.3% | ETF |
PNC The PNC Financial Services Group | $125,034 | $2,393 â–² | 2.0% | 600,866 | 0.3% | Finance |
MDT Medtronic | $123,664 | $14,121 â–² | 12.9% | 1,427,162 | 0.3% | Medical |
IEF iShares 7-10 Year Treasury Bond ETF | $123,002 | $16,684 â–² | 15.7% | 1,288,790 | 0.3% | ETF |
ISHS AI INNOV TECH ETF
| $122,634 | $15,053 â–² | 14.0% | 3,721,827 | 0.3% | ETF/Closed End |
TLT iShares 20+ Year Treasury Bond ETF | $122,548 | $4,913 â–¼ | -3.9% | 1,413,633 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $121,318 | $8,613 â–² | 7.6% | 893,886 | 0.3% | ETF |
KO CocaCola | $121,241 | $2,749 â–² | 2.3% | 1,594,231 | 0.3% | Consumer Staples |
NFLX Netflix | $120,293 | $1,500 â–¼ | -1.2% | 1,251,100 | 0.3% | Consumer Discretionary |
GLD SPDR Gold Shares | $118,887 | $30,541 â–² | 34.6% | 276,294 | 0.3% | Finance |
IGM iShares Expanded Tech Sector ETF | $118,285 | $4,471 â–¼ | -3.6% | 998,105 | 0.3% | ETF |
JPM ACTIVE BOND ETF
| $116,661 | $6,213 â–² | 5.6% | 2,169,628 | 0.3% | ETF/Closed End- |
VWO Vanguard FTSE Emerging Markets ETF | $112,846 | $18,777 â–² | 20.0% | 2,087,799 | 0.3% | ETF |
JIRE JPMorgan International Research Enhanced Equity ETF | $112,388 | $22,207 â–¼ | -16.5% | 1,483,867 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $110,473 | $6,546 â–¼ | -5.6% | 384,681 | 0.3% | ETF |
IBB iShares Biotechnology ETF | $110,228 | $5,617 â–² | 5.4% | 652,818 | 0.3% | Finance |
CGCP Capital Group Core Plus Income ETF | $109,819 | $11,627 â–² | 11.8% | 4,915,821 | 0.3% | ETF |
TSLA Tesla | $108,746 | $10,550 â–¼ | -8.8% | 292,524 | 0.3% | Auto/Tires/Trucks |
RDVY First Trust Rising Dividend Achievers ETF | $105,753 | $3,113 â–² | 3.0% | 1,548,817 | 0.3% | Manufacturing |
CB Chubb | $102,959 | $1,703 â–² | 1.7% | 315,893 | 0.3% | Finance |
BLACKROCK FDG INC
| $101,755 | $6,200 â–² | 6.5% | 105,806 | 0.3% | Common Stock |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $100,612 | $5,415 â–¼ | -5.1% | 1,215,856 | 0.2% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $99,254 | $7,506 â–² | 8.2% | 2,740,311 | 0.2% | ETF |
VZ Verizon Communications | $97,072 | $8,666 â–² | 9.8% | 1,933,697 | 0.2% | Computer and Technology |
BAC Bank of America | $95,840 | $11,516 â–² | 13.7% | 1,965,940 | 0.2% | Finance |
EMR Emerson Electric | $95,379 | $9,117 â–² | 10.6% | 727,974 | 0.2% | Industrials |
IWM iShares Russell 2000 ETF | $94,431 | $22,924 â–² | 32.1% | 380,770 | 0.2% | Finance |
BNDX Vanguard Total International Bond ETF | $94,115 | $6,783 â–² | 7.8% | 1,958,691 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $89,096 | $12,662 â–¼ | -12.4% | 916,341 | 0.2% | ETF |
PWR Quanta Services | $88,931 | $11,515 â–² | 14.9% | 161,981 | 0.2% | Construction |
BX Blackstone | $87,430 | $11,347 â–² | 14.9% | 760,325 | 0.2% | Finance |
GE VERNOVA LLC
| $85,803 | $9,273 â–² | 12.1% | 98,296 | 0.2% | Common Stock |
TGT Target | $85,176 | $783 â–² | 0.9% | 702,774 | 0.2% | Retail/Wholesale |
HON Honeywell International | $84,951 | $18,516 â–² | 27.9% | 375,841 | 0.2% | Multi-Sector Conglomerates |
SDY SPDR S&P Dividend ETF | $83,565 | $4,753 â–¼ | -5.4% | 572,599 | 0.2% | ETF |
