JNJ Johnson & Johnson | $1,710,807,535 | $13,213,694 â–¼ | -0.8% | 6,998,885 | 42.5% | Medical |
SPY SPDR S&P 500 ETF Trust | $464,480,539 | $11,430,374 â–¼ | -2.4% | 714,212 | 11.5% | Finance |
IVV iShares Core S&P 500 ETF | $348,779,608 | $6,792,079 â–¼ | -1.9% | 533,947 | 8.7% | ETF |
AAPL Apple | $222,876,922 | $2,933,052 â–² | 1.3% | 878,194 | 5.5% | Computer and Technology |
TBIL US Treasury 3 Month Bill ETF | $41,512,605 | $11,657,921 â–¼ | -21.9% | 832,583 | 1.0% | ETF |
VOO Vanguard S&P 500 ETF | $39,480,605 | $16,179,214 â–² | 69.4% | 66,071 | 1.0% | ETF |
MSFT Microsoft | $39,413,679 | $1,060,903 â–¼ | -2.6% | 106,475 | 1.0% | Computer and Technology |
NVDA NVIDIA | $39,093,575 | $5,004,046 â–² | 14.7% | 224,161 | 1.0% | Computer and Technology |
PEP PepsiCo | $34,058,423 | $90,534 â–¼ | -0.3% | 219,322 | 0.8% | Consumer Staples |
SPYV SPDR Portfolio S&P 500 Value ETF | $31,861,936 | $2,413,023 â–² | 8.2% | 563,131 | 0.8% | ETF |
AVDE Avantis International Equity ETF | $29,689,213 | $8,169,997 â–² | 38.0% | 349,944 | 0.7% | ETF |
SERIES PORTFOLIOS TR
| $26,131,941 | $2,081,025 â–² | 8.7% | 901,723 | 0.6% | EQUABLE SHARES H |
IJH iShares Core S&P Mid-Cap ETF | $25,874,347 | $195,432 â–¼ | -0.7% | 383,153 | 0.6% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $24,321,430 | $161,590 â–² | 0.7% | 280,556 | 0.6% | ETF |
AVGO Broadcom | $24,235,994 | $407,622 â–² | 1.7% | 78,305 | 0.6% | Computer and Technology |
AMZN Amazon.com | $21,231,060 | $2,101,842 â–² | 11.0% | 101,941 | 0.5% | Retail/Wholesale |
QUAL iShares MSCI USA Quality Factor ETF | $20,509,867 | $564,497 â–² | 2.8% | 106,928 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $20,301,646 | $62,901 â–¼ | -0.3% | 163,315 | 0.5% | ETF |
IGPT Invesco AI and Next Gen Software ETF | $20,159,141 | $1,179,629 â–¼ | -5.5% | 347,188 | 0.5% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $19,678,528 | $323,268 â–² | 1.7% | 81,997 | 0.5% | ETF |
GOOGL Alphabet | $18,483,629 | $1,135,008 â–² | 6.5% | 64,277 | 0.5% | Computer and Technology |
GTO Invesco Total Return Bond ETF | $17,831,811 | $849,823 â–² | 5.0% | 380,778 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $17,413,299 | $2,178,956 â–¼ | -11.1% | 187,866 | 0.4% | Finance |
QQQM Invesco NASDAQ 100 ETF | $17,281,519 | $36,593 â–² | 0.2% | 72,728 | 0.4% | ETF |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $17,037,040 | $194,308 â–² | 1.2% | 283,384 | 0.4% | ETF |
META Meta Platforms | $15,344,924 | $3,007,081 â–² | 24.4% | 26,821 | 0.4% | Computer and Technology |
IWB iShares Russell 1000 ETF | $14,809,097 | $321,263 â–² | 2.2% | 41,533 | 0.4% | ETF |
GOOG Alphabet | $13,399,359 | $750,417 â–² | 5.9% | 46,711 | 0.3% | Computer and Technology |
JHMB John Hancock Mortgage-Backed Securities ETF | $11,549,271 | $186,122 â–² | 1.6% | 524,652 | 0.3% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $11,282,046 | $75,230 â–¼ | -0.7% | 102,128 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $11,028,684 | $644,195 â–² | 6.2% | 37,493 | 0.3% | Finance |
BRK.B Berkshire Hathaway | $10,265,472 | $1,788,383 â–² | 21.1% | 21,422 | 0.3% | Finance |
TSLA Tesla | $9,619,101 | $917,857 â–² | 10.5% | 25,875 | 0.2% | Auto/Tires/Trucks |
JPIE JPMorgan Income ETF | $8,990,238 | $130,102 â–² | 1.5% | 195,143 | 0.2% | ETF |
IWY iShares Russell Top 200 Growth ETF | $7,612,762 | $168,216 â–¼ | -2.2% | 30,593 | 0.2% | ETF |
XOM ExxonMobil | $7,570,001 | $657,442 â–² | 9.5% | 44,618 | 0.2% | Energy |
FMB First Trust Managed Municipal ETF | $7,401,665 | $254,921 â–² | 3.6% | 146,105 | 0.2% | Manufacturing |
LLY Eli Lilly and Company | $6,871,512 | $982,302 â–² | 16.7% | 7,471 | 0.2% | Medical |
ALLSPRING EXCHANGE TRADED FU
| $6,805,126 | $163,218 â–² | 2.5% | 273,760 | 0.2% | INCOME PLUS ETF |
HD Home Depot | $6,788,471 | $494,640 â–² | 7.9% | 20,641 | 0.2% | Retail/Wholesale |
MDGL Madrigal Pharmaceuticals | $6,715,596 | | 0.0% | 12,829 | 0.2% | Medical |
COST Costco Wholesale | $6,695,670 | $1,530,667 â–² | 29.6% | 6,719 | 0.2% | Retail/Wholesale |
SPTL SPDR Portfolio Long Term Treasury ETF | $6,695,664 | $261,290 â–² | 4.1% | 254,588 | 0.2% | ETF |
CVX Chevron | $6,133,567 | $354,834 â–² | 6.1% | 29,645 | 0.2% | Energy |
WALMART INC
| $5,763,875 | $241,477 â–² | 4.4% | 46,378 | 0.1% | COM |
AXP American Express | $5,562,109 | $99,215 â–² | 1.8% | 18,388 | 0.1% | Finance |
ABBV AbbVie | $5,421,519 | $402,134 â–² | 8.0% | 24,928 | 0.1% | Medical |
QQQ Invesco QQQ | $5,269,833 | $355,555 â–² | 7.2% | 9,130 | 0.1% | Finance |
MU Micron Technology | $4,884,513 | $1,069,268 â–² | 28.0% | 14,458 | 0.1% | Computer and Technology |
V Visa | $4,829,032 | $453,373 â–¼ | -8.6% | 15,977 | 0.1% | Business Services |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $4,649,564 | $1,306,876 â–² | 39.1% | 192,888 | 0.1% | ETF |
IQDG WisdomTree International Quality Dividend Growth Fund | $4,643,928 | $75,664 â–¼ | -1.6% | 115,693 | 0.1% | Finance |
PG Procter & Gamble | $4,505,090 | $846,275 â–² | 23.1% | 31,190 | 0.1% | Consumer Staples |
PM Philip Morris International | $4,428,563 | $612,763 â–² | 16.1% | 26,784 | 0.1% | Consumer Staples |
MCD McDonald's | $4,427,740 | $813,068 â–² | 22.5% | 14,246 | 0.1% | Retail/Wholesale |
IBM International Business Machines | $4,391,557 | $257,899 â–¼ | -5.5% | 18,118 | 0.1% | Computer and Technology |
MA Mastercard | $4,345,279 | $1,171,766 â–² | 36.9% | 8,696 | 0.1% | Business Services |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $4,329,407 | $293,227 â–² | 7.3% | 74,414 | 0.1% | ETF |
TAFI AB Tax-Aware Short Duration Municipal ETF | $4,270,818 | $51,015 â–² | 1.2% | 169,612 | 0.1% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $4,077,565 | $41,734 â–² | 1.0% | 43,967 | 0.1% | ETF |
NFLX Netflix | $4,061,998 | $1,545,340 â–² | 61.4% | 42,246 | 0.1% | Consumer Discretionary |
EFG iShares MSCI EAFE Growth ETF | $4,021,236 | $4,343 â–¼ | -0.1% | 36,107 | 0.1% | ETF |
MRK Merck & Co., Inc. | $3,858,676 | $158,899 â–² | 4.3% | 32,079 | 0.1% | Medical |
AMAT Applied Materials | $3,760,608 | $112,456 â–² | 3.1% | 11,002 | 0.1% | Computer and Technology |
CAT Caterpillar | $3,662,545 | $160,104 â–² | 4.6% | 5,170 | 0.1% | Industrials |
VTI Vanguard Total Stock Market ETF | $3,633,547 | $251,198 â–¼ | -6.5% | 11,326 | 0.1% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,553,387 | $277,115 â–² | 8.5% | 50,945 | 0.1% | ETF |
LITE Lumentum | $3,364,112 | $9,839 â–² | 0.3% | 4,787 | 0.1% | Computer and Technology |
KLAC KLA | $3,196,683 | $85,402 â–² | 2.7% | 2,171 | 0.1% | Computer and Technology |
VANGUARD NY TAX FREE FDS
| $3,174,208 | $3,174,208 â–² | New Holding | 30,983 | 0.1% | TAX EXEMPT BD |
RTX RTX | $3,129,144 | $331,028 â–² | 11.8% | 16,221 | 0.1% | Aerospace |
CSCO Cisco Systems | $3,108,358 | $137,258 â–² | 4.6% | 40,061 | 0.1% | Computer and Technology |
BAC Bank of America | $3,091,495 | $583,784 â–² | 23.3% | 63,415 | 0.1% | Finance |
AMD Advanced Micro Devices | $2,947,942 | $152,574 â–² | 5.5% | 14,491 | 0.1% | Computer and Technology |
QQMG Invesco ESG NASDAQ 100 ETF | $2,852,387 | $161,316 â–² | 6.0% | 72,107 | 0.1% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $2,739,628 | $58,124 â–¼ | -2.1% | 19,372 | 0.1% | Manufacturing |
ORCL Oracle | $2,715,328 | $230,384 â–² | 9.3% | 18,457 | 0.1% | Computer and Technology |
GE GE Aerospace | $2,691,667 | $391,902 â–² | 17.0% | 9,485 | 0.1% | Aerospace |
PALANTIR TECHNOLOGIES INC
| $2,675,320 | $226,296 â–² | 9.2% | 18,289 | 0.1% | CL A |
GS The Goldman Sachs Group | $2,665,175 | $302,053 â–² | 12.8% | 3,150 | 0.1% | Finance |
LINDE PLC
| $2,657,882 | $1,224,083 â–² | 85.4% | 5,361 | 0.1% | SHS |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $2,641,868 | $35,007 â–¼ | -1.3% | 65,882 | 0.1% | Finance |
COHR Coherent | $2,595,535 | $84,088 â–² | 3.3% | 10,896 | 0.1% | Business Services |
IXP iShares Global Comm Services ETF | $2,531,285 | $63,747 â–¼ | -2.5% | 22,038 | 0.1% | ETF |
BOXX Alpha Architect 1-3 Month Box ETF | $2,518,337 | $880,999 â–² | 53.8% | 21,656 | 0.1% | ETF |
CMF iShares California Muni Bond ETF | $2,514,975 | $135,782 â–² | 5.7% | 44,231 | 0.1% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $2,510,517 | $560,467 â–¼ | -18.3% | 20,914 | 0.1% | ETF |
TJX TJX Companies | $2,477,699 | $400,360 â–² | 19.3% | 15,515 | 0.1% | Retail/Wholesale |
WFC Wells Fargo & Company | $2,474,673 | $473,121 â–² | 23.6% | 31,085 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,438,921 | $33,684 â–¼ | -1.4% | 5,720 | 0.1% | ETF |
MPC Marathon Petroleum | $2,411,028 | $69,591 â–² | 3.0% | 9,874 | 0.1% | Energy |
MUB iShares National Muni Bond ETF | $2,400,688 | $71,333 â–¼ | -2.9% | 22,616 | 0.1% | ETF |
GE VERNOVA INC
| $2,372,547 | $59,357 â–¼ | -2.4% | 2,718 | 0.1% | COM |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $2,371,174 | $25,310 â–¼ | -1.1% | 36,631 | 0.1% | ETF |
VZ Verizon Communications | $2,366,107 | $301,699 â–² | 14.6% | 47,134 | 0.1% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $2,299,310 | $219,131 â–² | 10.5% | 30,041 | 0.1% | ETF |
QEFA SPDR MSCI EAFE StrategicFactors ETF | $2,277,841 | $36,375 â–¼ | -1.6% | 24,422 | 0.1% | ETF |
NEE NextEra Energy | $2,174,914 | $218,457 â–² | 11.2% | 23,416 | 0.1% | Utilities |
KO CocaCola | $2,158,494 | $362,525 â–² | 20.2% | 28,383 | 0.1% | Consumer Staples |
VEA Vanguard FTSE Developed Markets ETF | $2,157,324 | $86,701 â–¼ | -3.9% | 33,666 | 0.1% | ETF |
