AAPL Apple | $35,827,449 | $552,679 ▼ | -1.5% | 208,931 | 5.2% | Computer and Technology |
MSFT Microsoft | $29,576,821 | $2,371,615 ▼ | -7.4% | 70,300 | 4.3% | Computer and Technology |
KLAC KLA | $28,251,001 | $4,190,741 ▼ | -12.9% | 40,441 | 4.1% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $21,132,225 | $742,188 ▼ | -3.4% | 183,280 | 3.1% | ETF |
JPM JPMorgan Chase & Co. | $18,618,160 | $2,550,030 ▼ | -12.0% | 92,951 | 2.7% | Finance |
ADP Automatic Data Processing | $17,124,732 | $1,115,593 ▼ | -6.1% | 68,570 | 2.5% | Business Services |
PNC The PNC Financial Services Group | $16,248,837 | $684,697 ▼ | -4.0% | 100,550 | 2.4% | Finance |
CMCSA Comcast | $15,041,503 | $750,519 ▼ | -4.8% | 346,978 | 2.2% | Consumer Discretionary |
AMGN Amgen | $14,825,027 | $773,351 ▼ | -5.0% | 52,142 | 2.2% | Medical |
ADI Analog Devices | $14,585,122 | $326,355 ▲ | 2.3% | 73,740 | 2.1% | Computer and Technology |
POOL Pool | $14,386,027 | $1,242,784 ▼ | -8.0% | 35,653 | 2.1% | Consumer Discretionary |
INTU Intuit | $14,338,350 | $12,720,500 ▲ | 786.3% | 22,059 | 2.1% | Computer and Technology |
GWW W.W. Grainger | $14,080,419 | $932,862 ▼ | -6.2% | 13,841 | 2.0% | Industrial Products |
JNJ Johnson & Johnson | $13,819,474 | $1,156,369 ▼ | -7.7% | 87,360 | 2.0% | Medical |
TSCO Tractor Supply | $13,795,484 | $1,647,261 ▼ | -10.7% | 52,711 | 2.0% | Retail/Wholesale |
CSCO Cisco Systems | $13,716,501 | $299,510 ▼ | -2.1% | 274,825 | 2.0% | Computer and Technology |
LOW Lowe's Companies | $13,693,331 | $930,788 ▼ | -6.4% | 53,756 | 2.0% | Retail/Wholesale |
LEN Lennar | $13,284,162 | $5,231,148 ▼ | -28.3% | 77,242 | 1.9% | Construction |
DGX Quest Diagnostics | $13,245,446 | $1,549,393 ▼ | -10.5% | 99,508 | 1.9% | Medical |
PAYX Paychex | $11,605,576 | $1,219,158 ▼ | -9.5% | 94,508 | 1.7% | Business Services |
CDW CDW | $11,525,428 | $9,771,803 ▲ | 557.2% | 45,060 | 1.7% | Computer and Technology |
NEE NextEra Energy | $11,353,789 | $3,257,105 ▼ | -22.3% | 177,653 | 1.6% | Utilities |
ITW Illinois Tool Works | $10,737,049 | $228,619 ▼ | -2.1% | 40,014 | 1.6% | Industrial Products |
ICE Intercontinental Exchange | $10,518,899 | $627,093 ▼ | -5.6% | 76,540 | 1.5% | Finance |
NKE NIKE | $10,060,544 | $183,167 ▼ | -1.8% | 107,050 | 1.5% | Consumer Discretionary |
ABT Abbott Laboratories | $9,933,091 | $343,026 ▼ | -3.3% | 87,393 | 1.4% | Medical |
DVY iShares Select Dividend ETF | $9,461,333 | $9,461,333 ▲ | New Holding | 76,809 | 1.4% | ETF |
JKHY Jack Henry & Associates | $9,453,146 | $5,054,488 ▼ | -34.8% | 54,413 | 1.4% | Computer and Technology |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $9,363,028 | $8,106 ▼ | -0.1% | 367,322 | 1.4% | ETF |
APD Air Products and Chemicals | $9,325,754 | $1,216,929 ▼ | -11.5% | 38,493 | 1.4% | Basic Materials |
BLK BlackRock | $9,267,641 | $2,266,053 ▼ | -19.6% | 11,116 | 1.3% | Finance |
RTX RTX | $9,226,125 | $448,247 ▼ | -4.6% | 94,598 | 1.3% | Aerospace |
LHX L3Harris Technologies | $9,185,861 | $523,372 ▼ | -5.4% | 43,106 | 1.3% | Aerospace |
FDS FactSet Research Systems | $9,060,698 | $992,405 ▼ | -9.9% | 19,940 | 1.3% | Business Services |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $8,975,238 | $1,885,809 ▼ | -17.4% | 76,816 | 1.3% | ETF |
AFL Aflac | $8,632,119 | $640,860 ▼ | -6.9% | 100,537 | 1.3% | Finance |
SCI Service Co. International | $8,431,263 | $1,338,001 ▼ | -13.7% | 113,614 | 1.2% | Consumer Staples |
PG Procter & Gamble | $8,090,308 | $325 ▼ | 0.0% | 49,863 | 1.2% | Consumer Staples |
WMT Walmart | $7,719,972 | $5,103,546 ▲ | 195.1% | 128,303 | 1.1% | Retail/Wholesale |
PEP PepsiCo | $7,551,286 | $140,007 ▲ | 1.9% | 43,148 | 1.1% | Consumer Staples |
CHD Church & Dwight | $7,390,299 | $157,822 ▼ | -2.1% | 70,849 | 1.1% | Consumer Staples |
WEC WEC Energy Group | $7,347,315 | $455,851 ▲ | 6.6% | 89,470 | 1.1% | Utilities |
IVV iShares Core S&P 500 ETF | $7,008,065 | $4,169,615 ▲ | 146.9% | 13,330 | 1.0% | ETF |
MDT Medtronic | $6,961,039 | $106,410 ▲ | 1.6% | 79,874 | 1.0% | Medical |
ISTB iShares Core 1-5 Year USD Bond ETF | $5,004,273 | $807,574 ▲ | 19.2% | 105,486 | 0.7% | Manufacturing |
HD Home Depot | $4,284,351 | $121,599 ▼ | -2.8% | 11,169 | 0.6% | Retail/Wholesale |
SYK Stryker | $3,799,647 | $503,542 ▼ | -11.7% | 10,617 | 0.6% | Medical |
AMZN Amazon.com | $3,785,697 | $274,543 ▼ | -6.8% | 20,987 | 0.5% | Retail/Wholesale |
JPST JPMorgan Ultra-Short Income ETF | $3,665,327 | $962,279 ▲ | 35.6% | 72,653 | 0.5% | ETF |
TXN Texas Instruments | $3,618,724 | $152,784 ▼ | -4.1% | 20,772 | 0.5% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $3,495,667 | $1,484 ▼ | 0.0% | 47,099 | 0.5% | ETF |
NVDA NVIDIA | $3,457,795 | $39,755 ▼ | -1.1% | 3,827 | 0.5% | Computer and Technology |
ABBV AbbVie | $3,374,304 | $143,859 ▼ | -4.1% | 18,530 | 0.5% | Medical |
TGT Target | $2,837,517 | $423,891 ▼ | -13.0% | 16,012 | 0.4% | Retail/Wholesale |
COST Costco Wholesale | $2,779,738 | $314,314 ▼ | -10.2% | 3,794 | 0.4% | Retail/Wholesale |
IAGG iShares Core International Aggregate Bond ETF | $2,598,117 | $392,410 ▲ | 17.8% | 52,014 | 0.4% | ETF |
ORCL Oracle | $2,345,015 | $7,160 ▼ | -0.3% | 18,669 | 0.3% | Computer and Technology |
PSA Public Storage | $2,299,306 | $326,898 ▼ | -12.4% | 7,927 | 0.3% | Finance |
OMC Omnicom Group | $2,217,836 | $343,111 ▼ | -13.4% | 22,921 | 0.3% | Business Services |
MCD McDonald's | $2,176,654 | $121,239 ▼ | -5.3% | 7,720 | 0.3% | Retail/Wholesale |
WM Waste Management | $1,982,295 | $53,714 ▼ | -2.6% | 9,300 | 0.3% | Business Services |
GOOGL Alphabet | $1,978,599 | $153,651 ▼ | -7.2% | 13,109 | 0.3% | Computer and Technology |
LMT Lockheed Martin | $1,858,717 | $8,188 ▼ | -0.4% | 4,086 | 0.3% | Aerospace |
IEMG iShares Core MSCI Emerging Markets ETF | $1,648,061 | $89,888 ▲ | 5.8% | 31,939 | 0.2% | ETF |
DOV Dover | $1,545,628 | $137,145 ▼ | -8.1% | 8,723 | 0.2% | Industrial Products |
LLY Eli Lilly and Company | $1,485,126 | $51,345 ▲ | 3.6% | 1,909 | 0.2% | Medical |
PFE Pfizer | $1,482,601 | $106,116 ▼ | -6.7% | 53,427 | 0.2% | Medical |
WSM Williams-Sonoma | $1,480,985 | $336,905 ▼ | -18.5% | 4,664 | 0.2% | Retail/Wholesale |
PKG Packaging Co. of America | $1,422,022 | $63,956 ▼ | -4.3% | 7,493 | 0.2% | Industrial Products |
KO Coca-Cola | $1,407,833 | $421,169 ▲ | 42.7% | 23,011 | 0.2% | Consumer Staples |
AVY Avery Dennison | $1,406,252 | $49,115 ▼ | -3.4% | 6,299 | 0.2% | Industrial Products |
RSP Invesco S&P 500 Equal Weight ETF | $1,388,767 | $139,215 ▲ | 11.1% | 8,200 | 0.2% | ETF |
MKC McCormick & Company, Incorporated | $1,348,788 | $7,374 ▼ | -0.5% | 17,560 | 0.2% | Consumer Staples |
AEP American Electric Power | $1,341,786 | $120,454 ▼ | -8.2% | 15,584 | 0.2% | Utilities |
CMI Cummins | $1,250,789 | $718,357 ▼ | -36.5% | 4,245 | 0.2% | Auto/Tires/Trucks |
FI Fiserv | $1,194,814 | $645,513 ▲ | 117.5% | 7,476 | 0.2% | Business Services |
DE Deere & Company | $1,157,892 | $342,973 ▲ | 42.1% | 2,819 | 0.2% | Industrial Products |
MTB M&T Bank | $1,142,577 | $58,467 ▼ | -4.9% | 7,856 | 0.2% | Finance |
XOM Exxon Mobil | $1,124,482 | $11,624 ▲ | 1.0% | 9,674 | 0.2% | Oils/Energy |
CPRT Copart | $1,061,384 | $256,064 ▼ | -19.4% | 18,325 | 0.2% | Business Services |
BALL Ball | $1,054,676 | $16,099 ▼ | -1.5% | 15,657 | 0.2% | Industrial Products |
SHW Sherwin-Williams | $1,023,074 | $51,397 ▼ | -4.8% | 2,946 | 0.1% | Construction |
FTNT Fortinet | $1,014,404 | $12,637 ▼ | -1.2% | 14,850 | 0.1% | Computer and Technology |
SBUX Starbucks | $967,455 | $4,295 ▼ | -0.4% | 10,586 | 0.1% | Retail/Wholesale |
USB U.S. Bancorp | $967,040 | $92,216 ▲ | 10.5% | 21,634 | 0.1% | Finance |
INTC Intel | $955,397 | $3,578 ▼ | -0.4% | 21,630 | 0.1% | Computer and Technology |
BLDR Builders FirstSource | $942,020 | $3,962 ▲ | 0.4% | 4,517 | 0.1% | Retail/Wholesale |
CVX Chevron | $937,548 | $440,383 ▼ | -32.0% | 5,944 | 0.1% | Oils/Energy |
V Visa | $903,103 | $279 ▼ | 0.0% | 3,236 | 0.1% | Business Services |
MMC Marsh & McLennan Companies | $892,323 | $30,074 ▼ | -3.3% | 4,332 | 0.1% | Finance |
VZ Verizon Communications | $886,393 | $528,437 ▲ | 147.6% | 21,125 | 0.1% | Computer and Technology |
MMM 3M | $883,940 | $128,126 ▲ | 17.0% | 8,334 | 0.1% | Multi-Sector Conglomerates |
SNA Snap-on | $865,323 | $17,182 ▼ | -1.9% | 2,921 | 0.1% | Consumer Discretionary |
ACN Accenture | $859,264 | $12,132 ▼ | -1.4% | 2,479 | 0.1% | Business Services |
VIG Vanguard Dividend Appreciation ETF | $803,038 | $427,812 ▼ | -34.8% | 4,398 | 0.1% | ETF |
ADBE Adobe | $786,868 | $140,314 ▼ | -15.1% | 1,559 | 0.1% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $777,334 | $59,775 ▲ | 8.3% | 2,991 | 0.1% | ETF |
GOOG Alphabet | $759,930 | $16,749 ▼ | -2.2% | 4,991 | 0.1% | Computer and Technology |
HUBB Hubbell | $753,731 | $753,731 ▲ | New Holding | 1,816 | 0.1% | Industrial Products |
TSLA Tesla | $753,531 | $63,102 ▲ | 9.1% | 4,287 | 0.1% | Auto/Tires/Trucks |
ISRG Intuitive Surgical | $744,702 | $744,702 ▲ | New Holding | 1,866 | 0.1% | Medical |
RMD ResMed | $732,721 | $259,027 ▲ | 54.7% | 3,700 | 0.1% | Medical |
CDNS Cadence Design Systems | $730,574 | $730,574 ▲ | New Holding | 2,347 | 0.1% | Computer and Technology |
DHR Danaher | $716,201 | $75,915 ▲ | 11.9% | 2,868 | 0.1% | Multi-Sector Conglomerates |
EA Electronic Arts | $716,159 | $6,368 ▼ | -0.9% | 5,398 | 0.1% | Consumer Discretionary |
WST West Pharmaceutical Services | $709,112 | $709,112 ▲ | New Holding | 1,792 | 0.1% | Medical |
DOW DOW | $708,025 | $708,025 ▲ | New Holding | 12,222 | 0.1% | Basic Materials |
QQQ Invesco QQQ | $666,168 | $107,475 ▲ | 19.2% | 1,500 | 0.1% | Finance |
META Meta Platforms | $654,078 | $20,880 ▼ | -3.1% | 1,347 | 0.1% | Computer and Technology |
BRK.A Berkshire Hathaway | $634,440 | | 0.0% | 1 | 0.1% | Finance |
AM Antero Midstream | $626,558 | $8,872 ▲ | 1.4% | 44,563 | 0.1% | Oils/Energy |
BRK.B Berkshire Hathaway | $614,402 | | 0.0% | 1,461 | 0.1% | Finance |
MRK Merck & Co., Inc. | $595,340 | $3,563 ▼ | -0.6% | 4,512 | 0.1% | Medical |
CSX CSX | $575,363 | $18,720 ▼ | -3.2% | 15,521 | 0.1% | Transportation |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $567,357 | $204,341 ▲ | 56.3% | 19,058 | 0.1% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $564,542 | $213,684 ▲ | 60.9% | 11,009 | 0.1% | Manufacturing |
AVGO Broadcom | $555,658 | $1,326 ▼ | -0.2% | 419 | 0.1% | Computer and Technology |
NFLX Netflix | $538,702 | $259,330 ▲ | 92.8% | 887 | 0.1% | Consumer Discretionary |
VEU Vanguard FTSE All-World ex-US ETF | $526,679 | $67,448 ▲ | 14.7% | 8,980 | 0.1% | ETF |
FDX FedEx | $522,401 | $3,187 ▼ | -0.6% | 1,803 | 0.1% | Transportation |
AMAT Applied Materials | $495,777 | $17,736 ▼ | -3.5% | 2,404 | 0.1% | Computer and Technology |
EWJ iShares MSCI Japan ETF | $487,463 | $32,892 ▲ | 7.2% | 6,832 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $487,237 | | 0.0% | 1,700 | 0.1% | ETF |
BDX Becton, Dickinson and Company | $469,262 | $248 ▲ | 0.1% | 1,896 | 0.1% | Medical |
EMR Emerson Electric | $448,463 | $113 ▼ | 0.0% | 3,954 | 0.1% | Industrial Products |
AGCO AGCO | $442,872 | | 0.0% | 3,600 | 0.1% | Industrial Products |
SPY SPDR S&P 500 ETF Trust | $429,592 | $47,616 ▲ | 12.5% | 821 | 0.1% | Finance |
BAC Bank of America | $401,629 | $8,874 ▲ | 2.3% | 10,591 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $391,739 | $370,037 ▼ | -48.6% | 4,639 | 0.1% | ETF |
LRCX Lam Research | $389,600 | $972 ▼ | -0.2% | 401 | 0.1% | Computer and Technology |
NOC Northrop Grumman | $384,627 | $2,392 ▲ | 0.6% | 804 | 0.1% | Aerospace |
SHOP Shopify | $383,335 | $33,109 ▼ | -8.0% | 4,967 | 0.1% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $381,134 | $12,913 ▼ | -3.3% | 1,830 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $366,620 | $26,306 ▲ | 7.7% | 3,317 | 0.1% | ETF |
VV Vanguard Large-Cap ETF | $355,106 | $355,106 ▲ | New Holding | 1,481 | 0.1% | ETF |
KMB Kimberly-Clark | $347,693 | $1,324,157 ▼ | -79.2% | 2,688 | 0.1% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $332,228 | $44,566 ▲ | 15.5% | 3,951 | 0.0% | ETF |
ASML ASML | $329,960 | $6,793 ▼ | -2.0% | 340 | 0.0% | Computer and Technology |
UNH UnitedHealth Group | $326,502 | $27,703 ▲ | 9.3% | 660 | 0.0% | Medical |
VB Vanguard Small-Cap ETF | $315,911 | $23,773 ▼ | -7.0% | 1,382 | 0.0% | ETF |
NVO Novo Nordisk A/S | $306,748 | $55,084 ▲ | 21.9% | 2,389 | 0.0% | Medical |
MS Morgan Stanley | $304,796 | $4,990 ▼ | -1.6% | 3,237 | 0.0% | Finance |
CVS CVS Health | $302,928 | $54,316 ▼ | -15.2% | 3,798 | 0.0% | Retail/Wholesale |
YUM Yum! Brands | $302,257 | | 0.0% | 2,180 | 0.0% | Retail/Wholesale |
SPTS SPDR Portfolio Short Term Treasury ETF | $291,051 | $41,529 ▼ | -12.5% | 10,064 | 0.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $279,098 | $232,936 ▲ | 504.6% | 4,595 | 0.0% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $278,979 | $8,387 ▲ | 3.1% | 7,784 | 0.0% | ETF |
CRM Salesforce | $275,580 | $4,819 ▼ | -1.7% | 915 | 0.0% | Computer and Technology |
IWM iShares Russell 2000 ETF | $272,339 | | 0.0% | 1,295 | 0.0% | Finance |
WY Weyerhaeuser | $266,344 | $503 ▲ | 0.2% | 7,417 | 0.0% | Construction |
TJX TJX Companies | $266,228 | $5,172 ▲ | 2.0% | 2,625 | 0.0% | Retail/Wholesale |
IWF iShares Russell 1000 Growth ETF | $263,573 | $78,870 ▼ | -23.0% | 782 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $256,151 | $256,151 ▲ | New Holding | 1,883 | 0.0% | Computer and Technology |
SUSL iShares ESG MSCI USA Leaders ETF | $255,272 | $19,145 ▼ | -7.0% | 2,720 | 0.0% | Manufacturing |
IBM International Business Machines | $254,656 | $721,016 ▼ | -73.9% | 1,334 | 0.0% | Computer and Technology |
FIBK First Interstate BancSystem | $249,679 | | 0.0% | 9,176 | 0.0% | Finance |
IMTB iShares Core 5-10 Year USD Bond ETF | $246,904 | | 0.0% | 5,756 | 0.0% | ETF |
DIS Walt Disney | $228,601 | $228,601 ▲ | New Holding | 1,868 | 0.0% | Consumer Discretionary |
INDA iShares MSCI India ETF | $225,345 | $13,104 ▲ | 6.2% | 4,368 | 0.0% | ETF |
UPS United Parcel Service | $224,431 | $224,431 ▲ | New Holding | 1,510 | 0.0% | Transportation |
NWN Northwest Natural | $224,139 | $484 ▲ | 0.2% | 6,022 | 0.0% | Utilities |
FLR Fluor | $212,668 | $212,668 ▲ | New Holding | 5,030 | 0.0% | Construction |
ALL Allstate | $209,169 | $959,686 ▼ | -82.1% | 1,209 | 0.0% | Finance |
SMRT SmartRent | $108,251 | | 0.0% | 40,392 | 0.0% | Business Services |
HRL Hormel Foods | $0 | $3,943,909 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
AWK American Water Works | $0 | $3,280,675 ▼ | -100.0% | 0 | 0.0% | Utilities |
HAS Hasbro | $0 | $1,645,739 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
TROW T. Rowe Price Group | $0 | $1,470,830 ▼ | -100.0% | 0 | 0.0% | Finance |
SJM J. M. Smucker | $0 | $1,270,625 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
CAT Caterpillar | $0 | $715,226 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
MMD MainStay MacKay DefinedTerm Municipal Opportunities Fund | $0 | $534,918 ▼ | -100.0% | 0 | 0.0% | Financial Services |
ILMN Illumina | $0 | $501,125 ▼ | -100.0% | 0 | 0.0% | Medical |
BTT Blackrock Municipal 2030 Target Term Trust | $0 | $270,878 ▼ | -100.0% | 0 | 0.0% | Financial Services |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $0 | $247,791 ▼ | -100.0% | 0 | 0.0% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $0 | $228,064 ▼ | -100.0% | 0 | 0.0% | ETF |
ETX Eaton Vance Municipal Income 2028 Term Trust | $0 | $220,374 ▼ | -100.0% | 0 | 0.0% | Financial Services |
NUVEEN DYNAMIC MUN OPPORTUNI
| $0 | $164,595 ▼ | -100.0% | 0 | 0.0% | COM SHS |