AAPL Apple | $20,324,400 | $329,094 ▲ | 1.6% | 99,061 | 4.1% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $19,125,713 | $1,007,635 ▲ | 5.6% | 321,079 | 3.8% | Finance |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $17,425,675 | $19,209 ▼ | -0.1% | 432,721 | 3.5% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $14,988,954 | $2,328,430 ▲ | 18.4% | 187,926 | 3.0% | ETF |
MSFT Microsoft | $14,152,807 | $16,415 ▼ | -0.1% | 28,453 | 2.8% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $13,979,671 | $133,675 ▲ | 1.0% | 608,341 | 2.8% | ETF |
BUFR FT Vest Laddered Buffer ETF | $13,125,164 | $48,304 ▼ | -0.4% | 412,741 | 2.6% | ETF |
EES WisdomTree U.S. SmallCap Fund | $13,020,790 | $3,127,721 ▼ | -19.4% | 255,510 | 2.6% | Finance |
EFG iShares MSCI EAFE Growth ETF | $9,147,264 | $190,400 ▼ | -2.0% | 81,672 | 1.8% | ETF |
FICS First Trust International Developed Capital Strength ETF | $8,776,177 | $1,211,731 ▲ | 16.0% | 223,002 | 1.8% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $8,209,838 | $253,813 ▲ | 3.2% | 99,949 | 1.7% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $8,041,727 | $602,643 ▲ | 8.1% | 153,644 | 1.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,955,979 | $81,594 ▲ | 1.0% | 83,466 | 1.6% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $7,669,472 | $391,118 ▼ | -4.9% | 403,869 | 1.5% | ETF |
JIG JPMorgan International Growth ETF | $7,032,579 | $2,145 ▲ | 0.0% | 98,344 | 1.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $7,026,870 | $513,153 ▼ | -6.8% | 79,176 | 1.4% | ETF |
JPM JPMorgan Chase & Co. | $6,735,479 | $5,798 ▼ | -0.1% | 23,233 | 1.4% | Finance |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,693,916 | $199,319 ▼ | -2.9% | 232,670 | 1.3% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $6,660,504 | | 0.0% | 283,788 | 1.3% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $6,480,032 | $274,564 ▼ | -4.1% | 221,237 | 1.3% | ETF |
AMZN Amazon.com | $5,683,517 | $12,505 ▼ | -0.2% | 25,906 | 1.1% | Retail/Wholesale |
AVGO Broadcom | $5,509,692 | $20,122 ▲ | 0.4% | 19,988 | 1.1% | Computer and Technology |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,315,147 | $330,748 ▼ | -5.9% | 167,354 | 1.1% | Finance |
XOM Exxon Mobil | $5,294,104 | $15,308 ▼ | -0.3% | 49,110 | 1.1% | Energy |
NVDA NVIDIA | $5,171,645 | $4,740 ▼ | -0.1% | 32,734 | 1.0% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $4,503,095 | $16,134 ▲ | 0.4% | 10,606 | 0.9% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $4,093,451 | | 0.0% | 176,214 | 0.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $3,941,867 | $402,525 ▼ | -9.3% | 92,229 | 0.8% | ETF |
JNJ Johnson & Johnson | $3,746,478 | $397,606 ▼ | -9.6% | 24,527 | 0.8% | Medical |
CI Cigna Group | $3,553,091 | $3,553,091 ▲ | New Holding | 10,748 | 0.7% | Medical |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $3,452,901 | $245,523 ▲ | 7.7% | 140,705 | 0.7% | ETF |
DWM WisdomTree International Equity Fund | $3,407,197 | $44,111 ▼ | -1.3% | 53,606 | 0.7% | Finance |
ADP Automatic Data Processing | $3,246,835 | | 0.0% | 10,528 | 0.7% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $3,178,190 | $22,916 ▲ | 0.7% | 50,066 | 0.6% | ETF |
ABBV AbbVie | $2,969,947 | $5,012 ▼ | -0.2% | 16,000 | 0.6% | Medical |
PALANTIR TECHNOLOGIES INC
| $2,955,827 | $13,223 ▲ | 0.4% | 21,683 | 0.6% | CL A |
GOOGL Alphabet | $2,947,271 | $17,623 ▼ | -0.6% | 16,724 | 0.6% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $2,873,280 | | 0.0% | 26,097 | 0.6% | ETF |
PG Procter & Gamble | $2,764,502 | $57,992 ▼ | -2.1% | 17,352 | 0.6% | Consumer Staples |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $2,646,442 | | 0.0% | 116,532 | 0.5% | ETF |
ABT Abbott Laboratories | $2,556,161 | $408 ▲ | 0.0% | 18,794 | 0.5% | Medical |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,554,200 | | 0.0% | 118,800 | 0.5% | Manufacturing |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $2,500,979 | $20,620 ▲ | 0.8% | 121,289 | 0.5% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $2,458,981 | $145,271 ▲ | 6.3% | 104,371 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $2,412,309 | | 0.0% | 3,885 | 0.5% | ETF |
MCD McDonald's | $2,342,327 | $3,506 ▼ | -0.1% | 8,017 | 0.5% | Retail/Wholesale |
STBA S&T Bancorp | $2,198,930 | $101,584 ▼ | -4.4% | 58,142 | 0.4% | Finance |
BRK.B Berkshire Hathaway | $2,197,623 | $54,892 ▲ | 2.6% | 4,524 | 0.4% | Finance |
EFAD ProShares MSCI EAFE Dividend Growers ETF | $2,041,055 | $824,843 ▲ | 67.8% | 47,552 | 0.4% | ETF |
VUG Vanguard Growth ETF | $1,991,346 | $17,099 ▼ | -0.9% | 4,542 | 0.4% | ETF |
MRK Merck & Co., Inc. | $1,934,389 | $31,823 ▼ | -1.6% | 24,436 | 0.4% | Medical |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,866,432 | $49,942 ▲ | 2.7% | 90,253 | 0.4% | ETF |
QGRO American Century U.S. Quality Growth ETF | $1,861,260 | $665,741 ▲ | 55.7% | 17,057 | 0.4% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,843,039 | | 0.0% | 94,418 | 0.4% | ETF |
BX Blackstone | $1,811,198 | $1,811,198 ▲ | New Holding | 12,109 | 0.4% | Finance |
ORCL Oracle | $1,709,249 | $260,388 ▲ | 18.0% | 7,818 | 0.3% | Computer and Technology |
VTV Vanguard Value ETF | $1,674,949 | $38,529 ▼ | -2.2% | 9,477 | 0.3% | ETF |
KO CocaCola | $1,628,127 | $51,931 ▼ | -3.1% | 23,012 | 0.3% | Consumer Staples |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,603,446 | $2,693 ▼ | -0.2% | 18,458 | 0.3% | ETF |
PFE Pfizer | $1,561,564 | $75,508 ▼ | -4.6% | 64,421 | 0.3% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,546,078 | $311,924 ▼ | -16.8% | 28,431 | 0.3% | ETF |
FI Fiserv | $1,523,070 | | 0.0% | 8,834 | 0.3% | Business Services |
IWD iShares Russell 1000 Value ETF | $1,493,823 | $971 ▲ | 0.1% | 7,691 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $1,457,600 | | 0.0% | 2 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $1,384,720 | $5,825 ▲ | 0.4% | 9,985 | 0.3% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,369,574 | $50,062 ▲ | 3.8% | 59,366 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $1,358,884 | $228,240 ▼ | -14.4% | 4,763 | 0.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,320,107 | $96,383 ▲ | 7.9% | 67,181 | 0.3% | ETF |
CSCO Cisco Systems | $1,309,490 | $7,840 ▲ | 0.6% | 18,874 | 0.3% | Computer and Technology |
VZ Verizon Communications | $1,299,920 | $909 ▲ | 0.1% | 30,042 | 0.3% | Computer and Technology |
MCO Moody's | $1,289,086 | | 0.0% | 2,570 | 0.3% | Finance |
GOOG Alphabet | $1,280,756 | $35,478 ▼ | -2.7% | 7,220 | 0.3% | Computer and Technology |
IWB iShares Russell 1000 ETF | $1,276,444 | $16,979 ▲ | 1.3% | 3,759 | 0.3% | ETF |
PEP PepsiCo | $1,275,110 | | 0.0% | 9,657 | 0.3% | Consumer Staples |
VGT Vanguard Information Technology ETF | $1,264,875 | $61,685 ▲ | 5.1% | 1,907 | 0.3% | ETF |
CRM Salesforce | $1,252,192 | $542,653 ▲ | 76.5% | 4,592 | 0.3% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $1,206,568 | | 0.0% | 1,953 | 0.2% | Finance |
ISCG iShares Morningstar Small-Cap Growth ETF | $1,204,341 | $304,531 ▲ | 33.8% | 24,203 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $1,186,239 | $1,216 ▲ | 0.1% | 3,903 | 0.2% | ETF |
TSLA Tesla | $1,169,624 | $66,073 ▲ | 6.0% | 3,682 | 0.2% | Auto/Tires/Trucks |
UNH UnitedHealth Group | $1,156,785 | $57,402 ▼ | -4.7% | 3,708 | 0.2% | Medical |
VYM Vanguard High Dividend Yield ETF | $1,151,665 | | 0.0% | 8,639 | 0.2% | ETF |
CVX Chevron | $1,142,943 | | 0.0% | 7,982 | 0.2% | Energy |
IDCC InterDigital | $1,137,743 | | 0.0% | 5,074 | 0.2% | Computer and Technology |
QQQ Invesco QQQ | $1,116,138 | $5,517 ▼ | -0.5% | 2,023 | 0.2% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,085,683 | $144,176 ▲ | 15.3% | 19,044 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,082,403 | $36,684 ▲ | 3.5% | 5,016 | 0.2% | Finance |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,077,099 | | 0.0% | 46,168 | 0.2% | ETF |
CAT Caterpillar | $1,074,565 | $11,646 ▲ | 1.1% | 2,768 | 0.2% | Industrials |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,059,026 | $120,481 ▲ | 12.8% | 51,685 | 0.2% | ETF |
ICVT iShares Convertible Bond ETF | $1,051,832 | $3,154 ▲ | 0.3% | 11,674 | 0.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,047,534 | $51,035 ▲ | 5.1% | 24,590 | 0.2% | ETF |
DWX SPDR S&P International Dividend ETF | $1,030,146 | $5,058 ▼ | -0.5% | 24,440 | 0.2% | ETF |
GE GE Aerospace | $1,027,758 | $1,027,758 ▲ | New Holding | 3,993 | 0.2% | Aerospace |
HD Home Depot | $1,026,503 | $31,162 ▼ | -2.9% | 2,800 | 0.2% | Retail/Wholesale |
BAC Bank of America | $1,002,569 | $25,174 ▼ | -2.4% | 21,187 | 0.2% | Finance |
TJX TJX Companies | $995,453 | | 0.0% | 8,061 | 0.2% | Retail/Wholesale |
DIS Walt Disney | $976,995 | $229,429 ▼ | -19.0% | 7,878 | 0.2% | Consumer Discretionary |
FIDELITY COVINGTON TRUST
| $968,112 | | 0.0% | 26,144 | 0.2% | ENHANCED LARGE |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $953,943 | $89,105 ▲ | 10.3% | 51,013 | 0.2% | ETF |
