AAPL Apple | $21,648,233 | $190,366 ▼ | -0.9% | 97,457 | 4.7% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $16,750,256 | $399,037 ▲ | 2.4% | 304,163 | 3.6% | Finance |
EES WisdomTree U.S. SmallCap Fund | $15,476,712 | $15,413,904 ▲ | 24,541.2% | 316,886 | 3.4% | Finance |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $15,452,173 | $89,032 ▼ | -0.6% | 433,198 | 3.4% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $13,849,009 | $1,651,954 ▲ | 13.5% | 602,524 | 3.0% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $12,444,644 | $306,779 ▼ | -2.4% | 158,733 | 2.7% | ETF |
BUFR FT Vest Laddered Buffer ETF | $12,299,379 | $834,705 ▲ | 7.3% | 414,260 | 2.7% | ETF |
MSFT Microsoft | $10,693,360 | $68,321 ▼ | -0.6% | 28,486 | 2.3% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $8,337,200 | $20,300 ▼ | -0.2% | 83,372 | 1.8% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $7,937,496 | $341,799 ▼ | -4.1% | 424,465 | 1.7% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $7,687,725 | $118,897 ▼ | -1.5% | 96,859 | 1.7% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $7,258,579 | $49,180 ▼ | -0.7% | 142,130 | 1.6% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $7,051,514 | $173,221 ▼ | -2.4% | 84,958 | 1.5% | ETF |
FICS First Trust International Developed Capital Strength ETF | $7,042,648 | $1,036,692 ▲ | 17.3% | 192,212 | 1.5% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,847,711 | $264,079 ▲ | 4.0% | 239,598 | 1.5% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $6,743,066 | $50,234 ▲ | 0.8% | 230,611 | 1.5% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $6,683,207 | $238,373 ▲ | 3.7% | 283,788 | 1.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,639,366 | $50,713 ▼ | -0.8% | 82,610 | 1.4% | ETF |
JIG JPMorgan International Growth ETF | $6,233,884 | $225,478 ▲ | 3.8% | 98,314 | 1.4% | ETF |
XOM Exxon Mobil | $5,857,591 | $120,358 ▼ | -2.0% | 49,252 | 1.3% | Energy |
JPM JPMorgan Chase & Co. | $5,703,961 | $38,757 ▲ | 0.7% | 23,253 | 1.2% | Finance |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,681,464 | $193,326 ▲ | 3.5% | 177,768 | 1.2% | Finance |
AMZN Amazon.com | $4,939,720 | $118,532 ▼ | -2.3% | 25,963 | 1.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $4,499,195 | $217,248 ▼ | -4.6% | 27,130 | 1.0% | Medical |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $4,083,759 | $346,698 ▲ | 9.3% | 176,214 | 0.9% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,001,842 | $54,291 ▲ | 1.4% | 101,647 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $3,815,999 | $17,693 ▼ | -0.5% | 10,568 | 0.8% | ETF |
NVDA NVIDIA | $3,550,962 | $139,268 ▲ | 4.1% | 32,764 | 0.8% | Computer and Technology |
ABBV AbbVie | $3,358,001 | $86,323 ▲ | 2.6% | 16,027 | 0.7% | Medical |
AVGO Broadcom | $3,334,368 | | 0.0% | 19,915 | 0.7% | Computer and Technology |
ADP Automatic Data Processing | $3,216,620 | $917 ▲ | 0.0% | 10,528 | 0.7% | Business Services |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $3,199,536 | $79,927 ▲ | 2.6% | 130,700 | 0.7% | ETF |
DWM WisdomTree International Equity Fund | $3,157,811 | $495,305 ▲ | 18.6% | 54,300 | 0.7% | Finance |
PG Procter & Gamble | $3,019,229 | $46,867 ▼ | -1.5% | 17,716 | 0.7% | Consumer Staples |
EFV iShares MSCI EAFE Value ETF | $2,929,613 | | 0.0% | 49,705 | 0.6% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $2,649,938 | | 0.0% | 116,532 | 0.6% | ETF |
GOOGL Alphabet | $2,601,663 | $17,320 ▲ | 0.7% | 16,824 | 0.6% | Computer and Technology |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,563,704 | $44,779 ▲ | 1.8% | 118,800 | 0.6% | Manufacturing |
MCD McDonald's | $2,508,019 | | 0.0% | 8,029 | 0.5% | Retail/Wholesale |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $2,493,591 | $29,022 ▲ | 1.2% | 120,289 | 0.5% | ETF |
ABT Abbott Laboratories | $2,492,663 | $265 ▲ | 0.0% | 18,791 | 0.5% | Medical |
IVW iShares S&P 500 Growth ETF | $2,422,585 | $7,334 ▲ | 0.3% | 26,097 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $2,349,210 | $35,150 ▲ | 1.5% | 4,411 | 0.5% | Finance |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $2,318,620 | $216,386 ▲ | 10.3% | 98,205 | 0.5% | ETF |
STBA S&T Bancorp | $2,253,677 | | 0.0% | 60,828 | 0.5% | Finance |
MRK Merck & Co., Inc. | $2,229,500 | $3,590 ▲ | 0.2% | 24,838 | 0.5% | Medical |
IVV iShares Core S&P 500 ETF | $2,183,052 | $34,277 ▼ | -1.5% | 3,885 | 0.5% | ETF |
UNH UnitedHealth Group | $2,038,435 | | 0.0% | 3,892 | 0.4% | Medical |
FI Fiserv | $1,950,812 | | 0.0% | 8,834 | 0.4% | Business Services |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,839,263 | $78,621 ▲ | 4.5% | 94,418 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,821,858 | $8,440 ▲ | 0.5% | 21,586 | 0.4% | CL A |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,816,490 | $22,252 ▲ | 1.2% | 87,838 | 0.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,748,667 | $345,158 ▲ | 24.6% | 34,167 | 0.4% | ETF |
PFE Pfizer | $1,711,369 | $37,630 ▼ | -2.2% | 67,536 | 0.4% | Medical |
KO Coca-Cola | $1,700,654 | $14,395 ▼ | -0.8% | 23,746 | 0.4% | Consumer Staples |
VUG Vanguard Growth ETF | $1,698,839 | $14,463 ▲ | 0.9% | 4,581 | 0.4% | ETF |
VTV Vanguard Value ETF | $1,674,699 | | 0.0% | 9,695 | 0.4% | ETF |
BRK.A Berkshire Hathaway | $1,596,883 | | 0.0% | 2 | 0.3% | Finance |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,469,136 | $5,324 ▼ | -0.4% | 18,489 | 0.3% | ETF |
PEP PepsiCo | $1,447,971 | $14,244 ▲ | 1.0% | 9,657 | 0.3% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $1,446,198 | | 0.0% | 7,686 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $1,429,858 | $1,270,499 ▲ | 797.3% | 5,563 | 0.3% | ETF |
VZ Verizon Communications | $1,361,740 | $87,998 ▼ | -6.1% | 30,021 | 0.3% | Computer and Technology |
CVX Chevron | $1,335,309 | $39,480 ▼ | -2.9% | 7,982 | 0.3% | Energy |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,318,368 | $67,652 ▲ | 5.4% | 57,196 | 0.3% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,219,987 | $63,080 ▲ | 5.5% | 62,276 | 0.3% | ETF |
MCO Moody's | $1,196,823 | | 0.0% | 2,570 | 0.3% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $1,168,203 | | 0.0% | 9,943 | 0.3% | ETF |
GOOG Alphabet | $1,159,227 | $6,249 ▼ | -0.5% | 7,420 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $1,157,752 | | 0.0% | 18,761 | 0.3% | Computer and Technology |
IWB iShares Russell 1000 ETF | $1,137,699 | | 0.0% | 3,709 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,114,085 | $169,582 ▲ | 18.0% | 8,639 | 0.2% | ETF |
EFAD ProShares MSCI EAFE Dividend Growers ETF | $1,099,115 | $1,099,115 ▲ | New Holding | 28,335 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,092,404 | $163,329 ▲ | 17.6% | 1,953 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $1,071,601 | $8,795 ▲ | 0.8% | 3,899 | 0.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,070,636 | $62,497 ▲ | 6.2% | 46,168 | 0.2% | ETF |
HD Home Depot | $1,057,235 | | 0.0% | 2,885 | 0.2% | Retail/Wholesale |
IDCC InterDigital | $1,049,050 | | 0.0% | 5,074 | 0.2% | Computer and Technology |
QGRO American Century STOXX U.S. Quality Growth ETF | $1,026,249 | $958,338 ▲ | 1,411.2% | 10,956 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $983,877 | $1,627 ▼ | -0.2% | 1,814 | 0.2% | ETF |
TJX TJX Companies | $981,830 | $6,212 ▲ | 0.6% | 8,061 | 0.2% | Retail/Wholesale |
ICVT iShares Convertible Bond ETF | $973,141 | | 0.0% | 11,639 | 0.2% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $967,938 | $18,290 ▼ | -1.9% | 17,676 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $966,729 | $35,709 ▲ | 3.8% | 4,846 | 0.2% | Finance |
DIS Walt Disney | $960,189 | $462,624 ▼ | -32.5% | 9,728 | 0.2% | Consumer Discretionary |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $953,458 | $71,085 ▲ | 8.1% | 23,392 | 0.2% | ETF |
QQQ Invesco QQQ | $953,372 | $123,802 ▲ | 14.9% | 2,033 | 0.2% | Finance |
DWX SPDR S&P International Dividend ETF | $942,122 | $27,427 ▲ | 3.0% | 24,560 | 0.2% | ETF |
WTRG Essential Utilities | $935,938 | $1,581 ▲ | 0.2% | 23,676 | 0.2% | Utilities |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $932,132 | $33,171 ▲ | 3.7% | 45,805 | 0.2% | ETF |
ORCL Oracle | $926,521 | $15,519 ▲ | 1.7% | 6,627 | 0.2% | Computer and Technology |
MDLZ Mondelez International | $913,229 | $72,529 ▼ | -7.4% | 13,460 | 0.2% | Consumer Staples |
BAC Bank of America | $906,334 | $61,969 ▼ | -6.4% | 21,719 | 0.2% | Finance |
CAT Caterpillar | $902,992 | | 0.0% | 2,738 | 0.2% | Industrials |
TSLA Tesla | $900,322 | $15,290 ▲ | 1.7% | 3,474 | 0.2% | Auto/Tires/Trucks |
IJR iShares Core S&P Small-Cap ETF | $896,508 | $17,673 ▲ | 2.0% | 8,573 | 0.2% | ETF |
T AT&T | $878,235 | | 0.0% | 31,055 | 0.2% | Computer and Technology |
INVESCO EXCH TRD SLF IDX FD
| $873,540 | | 0.0% | 34,500 | 0.2% | INVESCO BULLETSH |
VOO Vanguard S&P 500 ETF | $861,313 | $314,513 ▲ | 57.5% | 1,676 | 0.2% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $856,975 | $28,258 ▲ | 3.4% | 46,248 | 0.2% | ETF |
