AAPL Apple | $33,894,176 | $338,016 ▼ | -1.0% | 101,778 | 5.5% | Technology |
DOL WisdomTree International LargeCap Dividend Fund | $22,115,562 | $646,185 ▼ | -2.8% | 297,619 | 3.6% | ETF |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $19,846,319 | $347,194 ▼ | -1.7% | 444,492 | 3.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $19,640,332 | $803,416 ▲ | 4.3% | 898,049 | 3.2% | ETF |
EES WisdomTree U.S. SmallCap Fund | $19,171,803 | $186,958 ▲ | 1.0% | 296,870 | 3.1% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $17,935,773 | $525,152 ▼ | -2.8% | 175,583 | 2.9% | ETF |
MSFT Microsoft | $15,017,712 | $189,773 ▲ | 1.3% | 29,280 | 2.4% | Technology |
BUFR FT Vest Laddered Buffer ETF | $14,766,178 | $313,736 ▼ | -2.1% | 394,080 | 2.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $12,583,588 | $577,820 ▲ | 4.8% | 105,012 | 2.1% | ETF |
EXXONMOBIL HOLDINGS CORP
| $11,511,376 | $11,511,376 ▲ | New Holding | 70,730 | 1.9% | COM SHS |
FICS First Trust International Developed Capital Strength ETF | $9,963,542 | $34,110 ▲ | 0.3% | 249,454 | 1.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $9,214,553 | $81,425 ▼ | -0.9% | 150,737 | 1.5% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $9,050,834 | $499,243 ▲ | 5.8% | 389,069 | 1.5% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $9,035,161 | $297,530 ▼ | -3.2% | 92,954 | 1.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,874,376 | $419,208 ▼ | -4.5% | 72,103 | 1.4% | ETF |
JIG JPMorgan International Growth ETF | $8,443,692 | $178,788 ▼ | -2.1% | 100,736 | 1.4% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $8,326,010 | $266,355 ▼ | -3.1% | 77,835 | 1.4% | ETF |
NVDA NVIDIA | $7,862,438 | $340,971 ▲ | 4.5% | 34,427 | 1.3% | Technology |
AVGO Broadcom | $6,952,157 | $126,077 ▲ | 1.8% | 19,796 | 1.1% | Technology |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $6,800,768 | $56,802 ▼ | -0.8% | 290,342 | 1.1% | ETF |
AMZN Amazon.com | $6,558,625 | $747 ▲ | 0.0% | 26,324 | 1.1% | Consumer Discretionary |
JNJ Johnson & Johnson | $6,549,636 | $94,247 ▼ | -1.4% | 24,740 | 1.1% | Healthcare |
FPEI First Trust Institutional Preferred Securities and Income ETF | $6,511,016 | $279,864 ▼ | -4.1% | 353,092 | 1.1% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,271,706 | $22,015 ▲ | 0.4% | 229,901 | 1.0% | ETF |
GOOGL Alphabet | $5,919,552 | $32,688 ▲ | 0.6% | 17,204 | 1.0% | Communication Services |
SPTS SPDR Portfolio Short Term Treasury ETF | $5,910,665 | $56,423 ▼ | -0.9% | 206,162 | 1.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $5,811,567 | $502,697 ▲ | 9.5% | 73,434 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $5,770,668 | $74,106 ▼ | -1.3% | 17,443 | 0.9% | Finance |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,666,774 | $223,572 ▼ | -3.8% | 149,519 | 0.9% | ETF |
EFAD ProShares MSCI EAFE Dividend Growers ETF | $5,368,867 | $655,068 ▲ | 13.9% | 124,930 | 0.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,204,553 | $106,471 ▲ | 2.1% | 41,550 | 0.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,877,293 | $169,669 ▼ | -3.4% | 94,229 | 0.8% | ETF |
QGRO American Century U.S. Quality Growth ETF | $4,631,288 | $298,936 ▲ | 6.9% | 39,506 | 0.8% | ETF |
DWM WisdomTree International Equity Fund | $4,421,174 | $198,177 ▼ | -4.3% | 60,034 | 0.7% | ETF |
ABBV AbbVie | $4,286,520 | $12,557 ▼ | -0.3% | 16,386 | 0.7% | Healthcare |
JPST JPMorgan Ultra-Short Income ETF | $4,127,405 | $1,177,294 ▲ | 39.9% | 81,942 | 0.7% | ETF |
IVW iShares S&P 500 Growth ETF | $3,627,345 | | 0.0% | 25,498 | 0.6% | ETF |
DMBS DoubleLine Mortgage ETF | $3,559,850 | $12,041 ▲ | 0.3% | 76,870 | 0.6% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,279,361 | $59,295 ▼ | -1.8% | 17,532 | 0.5% | CL A |
VUG Vanguard Growth ETF | $2,948,607 | $31,178 ▼ | -1.0% | 32,722 | 0.5% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $2,907,652 | $385,839 ▲ | 15.3% | 127,523 | 0.5% | ETF |
MRK Merck & Co., Inc. | $2,876,330 | $418,793 ▼ | -12.7% | 19,794 | 0.5% | Healthcare |
IVV iShares Core S&P 500 ETF | $2,855,429 | $107,998 ▼ | -3.6% | 3,728 | 0.5% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $2,820,991 | $193,463 ▼ | -6.4% | 144,518 | 0.5% | ETF |
CI Cigna Group | $2,815,901 | | 0.0% | 10,359 | 0.5% | Healthcare |
GOOG Alphabet | $2,782,483 | $7,837 ▲ | 0.3% | 8,166 | 0.5% | Communication Services |
BRK.B Berkshire Hathaway | $2,541,537 | $8,465 ▼ | -0.3% | 5,104 | 0.4% | Finance |
ISCG iShares Morningstar Small-Cap Growth ETF | $2,351,843 | $133,798 ▲ | 6.0% | 38,442 | 0.4% | ETF |
STBA S&T Bancorp | $2,331,676 | | 0.0% | 48,205 | 0.4% | Finance |
J P MORGAN EXCHANGE TRADED F
| $2,281,434 | $606,552 ▲ | 36.2% | 32,983 | 0.4% | HEDG EQU LAD ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,169,495 | $66,355 ▼ | -3.0% | 111,000 | 0.4% | ETF |
ADP Automatic Data Processing | $2,155,317 | $33,290 ▼ | -1.5% | 8,352 | 0.4% | Industrials |
PG Procter & Gamble | $2,054,840 | $26,150 ▼ | -1.3% | 14,144 | 0.3% | Consumer Staples |
VTV Vanguard Value ETF | $2,039,776 | | 0.0% | 9,440 | 0.3% | ETF |
VOO Vanguard S&P 500 ETF | $1,975,023 | $302,771 ▼ | -13.3% | 2,818 | 0.3% | ETF |
ILCG iShares Morningstar Growth ETF | $1,964,862 | $12,633 ▲ | 0.6% | 16,798 | 0.3% | ETF |
ORCL Oracle | $1,961,605 | $9,199 ▲ | 0.5% | 14,287 | 0.3% | Technology |
SPY SPDR S&P 500 ETF Trust | $1,948,404 | $265,379 ▲ | 15.8% | 2,555 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $1,917,144 | $54,790 ▲ | 2.9% | 7,733 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,897,114 | $112,600 ▼ | -5.6% | 15,096 | 0.3% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $1,871,052 | $96,712 ▲ | 5.5% | 84,042 | 0.3% | ETF |
MCD McDonald's | $1,865,995 | $12,471 ▲ | 0.7% | 8,080 | 0.3% | Consumer Discretionary |
ABT Abbott Laboratories | $1,854,053 | $14,330 ▲ | 0.8% | 18,760 | 0.3% | Healthcare |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,813,787 | $13,175 ▲ | 0.7% | 28,772 | 0.3% | ETF |
QQQ Invesco QQQ | $1,809,487 | $72,498 ▼ | -3.9% | 2,446 | 0.3% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $1,790,729 | $96,050 ▲ | 5.7% | 85,705 | 0.3% | ETF |
CVX Chevron | $1,767,642 | $27,773 ▼ | -1.5% | 8,656 | 0.3% | Energy |
VTI Vanguard Total Stock Market ETF | $1,692,313 | $21,332 ▼ | -1.2% | 4,522 | 0.3% | ETF |
VV Vanguard Large-Cap ETF | $1,632,936 | | 0.0% | 4,641 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,614,584 | | 0.0% | 3,880 | 0.3% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $1,593,949 | $49,046 ▼ | -3.0% | 17,062 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,569,853 | $1,412 ▲ | 0.1% | 22,233 | 0.3% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,511,770 | $137,011 ▼ | -8.3% | 75,119 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,494,010 | | 0.0% | 2 | 0.2% | Finance |
AMD Advanced Micro Devices | $1,473,118 | $30,588 ▲ | 2.1% | 2,408 | 0.2% | Technology |
KO Coca-Cola | $1,471,467 | $16,786 ▲ | 1.2% | 17,094 | 0.2% | Consumer Staples |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $1,431,081 | | 0.0% | 71,944 | 0.2% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $1,421,120 | $59,108 ▼ | -4.0% | 16,902 | 0.2% | ETF |
PFE Pfizer | $1,382,261 | $112,655 ▼ | -7.5% | 48,466 | 0.2% | Healthcare |
RWL Invesco S&P 500 Revenue ETF | $1,375,718 | $107,963 ▼ | -7.3% | 10,691 | 0.2% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,369,127 | $31,452 ▼ | -2.2% | 25,901 | 0.2% | ETF |
TSLA Tesla | $1,358,213 | $7,451 ▼ | -0.5% | 3,828 | 0.2% | Consumer Discretionary |
GE GE Aerospace | $1,356,900 | $2,498 ▼ | -0.2% | 4,345 | 0.2% | Industrials |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $1,334,111 | $43,085 ▲ | 3.3% | 56,510 | 0.2% | ETF |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $1,332,348 | $133,555 ▲ | 11.1% | 17,478 | 0.2% | ETF |
CSCO Cisco Systems | $1,330,361 | $6,673 ▲ | 0.5% | 12,361 | 0.2% | Technology |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,311,224 | $57,910 ▼ | -4.2% | 12,544 | 0.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,305,156 | $147,449 ▼ | -10.2% | 57,181 | 0.2% | ETF |
ICVT iShares Convertible Bond ETF | $1,279,334 | | 0.0% | 11,328 | 0.2% | ETF |
PEP PepsiCo | $1,265,933 | $12,925 ▲ | 1.0% | 9,990 | 0.2% | Consumer Staples |
VYM Vanguard High Dividend Yield ETF | $1,264,880 | $86,912 ▼ | -6.4% | 8,150 | 0.2% | ETF |
JAAA Janus Henderson AAA CLO ETF | $1,179,787 | $294,240 ▲ | 33.2% | 23,376 | 0.2% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $1,174,489 | $71,624 ▲ | 6.5% | 48,784 | 0.2% | BULLE MUN ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,168,537 | $15,264 ▼ | -1.3% | 23,273 | 0.2% | ETF |
MCO Moody's | $1,164,843 | $454 ▲ | 0.0% | 2,565 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $1,159,453 | $201,298 ▲ | 21.0% | 19,549 | 0.2% | ETF |
ILCV iShares Morningstar Value ETF | $1,118,395 | $47,719 ▲ | 4.5% | 10,617 | 0.2% | ETF |
MRBK Meridian | $1,117,268 | | 0.0% | 59,366 | 0.2% | Finance |
DWX SPDR S&P International Dividend ETF | $1,110,679 | | 0.0% | 24,280 | 0.2% | ETF |
TJX TJX Companies | $1,108,229 | $35,724 ▲ | 3.3% | 8,376 | 0.2% | Consumer Discretionary |
