AAPL Apple | $29,744,313 | $196,476 â–¼ | -0.7% | 102,793 | 4.9% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $22,778,931 | $1,116,953 â–¼ | -4.7% | 306,315 | 3.7% | Finance |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $20,885,754 | $487,846 â–¼ | -2.3% | 452,268 | 3.4% | Finance |
EES WisdomTree U.S. SmallCap Fund | $19,928,531 | $402,401 â–² | 2.1% | 293,975 | 3.3% | Finance |
SLYV SPDR S&P 600 Small Cap Value ETF | $19,718,763 | $252,589 â–¼ | -1.3% | 180,724 | 3.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $19,620,710 | $2,004,253 â–² | 11.4% | 861,313 | 3.2% | ETF |
BUFR FT Vest Laddered Buffer ETF | $14,701,608 | $288,697 â–¼ | -1.9% | 402,453 | 2.4% | ETF |
EFG iShares MSCI EAFE Growth ETF | $12,465,640 | $1,270,328 â–² | 11.3% | 100,190 | 2.0% | ETF |
MSFT Microsoft | $10,784,008 | $89,152 â–² | 0.8% | 28,910 | 1.8% | Computer and Technology |
FICS First Trust International Developed Capital Strength ETF | $10,385,762 | $45,537 â–¼ | -0.4% | 248,600 | 1.7% | ETF |
XOM ExxonMobil | $9,940,422 | $3,463,274 â–² | 53.5% | 72,706 | 1.6% | Energy |
SLYG SPDR S&P 600 Small Cap Growth ETF | $9,569,117 | $333,802 â–¼ | -3.4% | 80,325 | 1.6% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $9,248,197 | $46,041 â–² | 0.5% | 96,015 | 1.5% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $9,244,275 | $4,742 â–² | 0.1% | 152,069 | 1.5% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,984,756 | $839,231 â–¼ | -8.5% | 75,509 | 1.5% | ETF |
JIG JPMorgan International Growth ETF | $8,967,605 | $87,698 â–² | 1.0% | 102,869 | 1.5% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $8,690,253 | $604,049 â–² | 7.5% | 367,608 | 1.4% | ETF |
AVGO Broadcom | $7,342,327 | $392,105 â–¼ | -5.1% | 19,437 | 1.2% | Computer and Technology |
FPEI First Trust Institutional Preferred Securities and Income ETF | $7,103,909 | $526,193 â–¼ | -6.9% | 368,269 | 1.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $6,893,199 | $2,334,463 â–² | 51.2% | 292,767 | 1.1% | ETF |
NVDA NVIDIA | $6,589,764 | $148,067 â–¼ | -2.2% | 32,934 | 1.1% | Computer and Technology |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,503,986 | $245,489 â–¼ | -3.6% | 229,094 | 1.1% | ETF |
JNJ Johnson & Johnson | $6,373,584 | $194,794 â–¼ | -3.0% | 25,096 | 1.0% | Medical |
DES WisdomTree U.S. SmallCap Dividend Fund | $6,322,416 | $133,553 â–¼ | -2.1% | 155,418 | 1.0% | Finance |
AMZN Amazon.com | $6,273,347 | $309,604 â–¼ | -4.7% | 26,321 | 1.0% | Retail/Wholesale |
GOOGL Alphabet | $6,114,243 | $91,844 â–¼ | -1.5% | 17,109 | 1.0% | Computer and Technology |
SPTS SPDR Portfolio Short Term Treasury ETF | $6,037,851 | $10,299 â–¼ | -0.2% | 208,130 | 1.0% | ETF |
JPM JPMorgan Chase & Co. | $5,782,939 | $1,437,306 â–¼ | -19.9% | 17,667 | 0.9% | Finance |
EFV iShares MSCI EAFE Value ETF | $5,135,127 | $651,287 â–² | 14.5% | 67,082 | 0.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,053,719 | $3,760,364 â–² | 290.7% | 40,700 | 0.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $5,048,912 | $18,951 â–² | 0.4% | 97,507 | 0.8% | ETF |
EFAD ProShares MSCI EAFE Dividend Growers ETF | $4,699,112 | $728,984 â–² | 18.4% | 109,687 | 0.8% | ETF |
DWM WisdomTree International Equity Fund | $4,592,367 | $79,291 â–¼ | -1.7% | 62,725 | 0.8% | Finance |
QGRO American Century U.S. Quality Growth ETF | $4,362,656 | $950,421 â–² | 27.9% | 36,956 | 0.7% | ETF |
ABBV AbbVie | $4,135,425 | $29,945 â–¼ | -0.7% | 16,434 | 0.7% | Medical |
DMBS DoubleLine Mortgage ETF | $3,760,747 | $3,760,747 â–² | New Holding | 76,610 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $3,506,740 | $5,226 â–¼ | -0.1% | 25,498 | 0.6% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,015,226 | $448,763 â–¼ | -13.0% | 154,429 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,961,834 | $1,668,962 â–² | 129.1% | 58,569 | 0.5% | ETF |
MRK Merck & Co., Inc. | $2,913,923 | $325,882 â–¼ | -10.1% | 22,676 | 0.5% | Medical |
IVV iShares Core S&P 500 ETF | $2,897,385 | $749 â–² | 0.0% | 3,869 | 0.5% | ETF |
GOOG Alphabet | $2,877,166 | $163,592 â–² | 6.0% | 8,143 | 0.5% | Computer and Technology |
CI Cigna Group | $2,855,783 | | 0.0% | 10,359 | 0.5% | Medical |
VUG Vanguard Growth ETF | $2,848,504 | $2,372,404 â–² | 498.3% | 33,068 | 0.5% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $2,592,487 | $846,629 â–¼ | -24.6% | 110,601 | 0.4% | ETF |
BRK.B Berkshire Hathaway | $2,562,497 | $19,015 â–² | 0.7% | 5,121 | 0.4% | Finance |
ISCG iShares Morningstar Small-Cap Growth ETF | $2,376,153 | $13,894 â–¼ | -0.6% | 36,255 | 0.4% | ETF |
STBA S&T Bancorp | $2,365,901 | $92,123 â–¼ | -3.7% | 48,205 | 0.4% | Finance |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,243,858 | $434,394 â–¼ | -16.2% | 114,395 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $2,232,132 | $19,917 â–² | 0.9% | 3,250 | 0.4% | ETF |
MCD McDonald's | $2,169,508 | $20,273 â–¼ | -0.9% | 8,026 | 0.4% | Retail/Wholesale |
PG Procter & Gamble | $2,100,460 | $286,680 â–¼ | -12.0% | 14,324 | 0.3% | Consumer Staples |
ORCL Oracle | $2,083,941 | $2,491 â–² | 0.1% | 14,220 | 0.3% | Computer and Technology |
PALANTIR TECHNOLOGIES INC
| $2,082,443 | $225,523 â–¼ | -9.8% | 17,849 | 0.3% | CL A |
VTV Vanguard Value ETF | $2,057,240 | | 0.0% | 9,440 | 0.3% | ETF |
ILCG iShares Morningstar Growth ETF | $1,953,064 | $193,317 â–² | 11.0% | 16,690 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,929,716 | $63,979 â–¼ | -3.2% | 28,563 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,911,364 | $1,672,444 â–² | 700.0% | 15,992 | 0.3% | ETF |
ADP Automatic Data Processing | $1,899,320 | $515,085 â–¼ | -21.3% | 8,481 | 0.3% | Computer and Technology |
QQQ Invesco QQQ | $1,873,310 | $16,936 â–¼ | -0.9% | 2,544 | 0.3% | Finance |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $1,835,445 | $715,726 â–¼ | -28.1% | 79,698 | 0.3% | ETF |
IWD iShares Russell 1000 Value ETF | $1,821,158 | $36,365 â–¼ | -2.0% | 7,512 | 0.3% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $1,777,766 | $718,204 â–¼ | -28.8% | 81,108 | 0.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $1,694,413 | | 0.0% | 4,579 | 0.3% | ETF |
ABT Abbott Laboratories | $1,689,148 | $24,682 â–¼ | -1.4% | 18,615 | 0.3% | Medical |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1,668,443 | $476,643 â–¼ | -22.2% | 81,927 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,648,008 | $2,240 â–² | 0.1% | 2,207 | 0.3% | Finance |
DTD WisdomTree U.S. Total Dividend Fund | $1,639,948 | $65,273 â–² | 4.1% | 17,587 | 0.3% | Finance |
J P MORGAN EXCHANGE TRADED F
| $1,636,382 | $602,340 â–² | 58.3% | 24,214 | 0.3% | HEDG EQU LAD ETF |
GE GE Aerospace | $1,626,847 | $133,795 â–² | 9.0% | 4,353 | 0.3% | Aerospace |
TSLA Tesla | $1,618,889 | $63,090 â–¼ | -3.8% | 3,849 | 0.3% | Auto/Tires/Trucks |
VV Vanguard Large-Cap ETF | $1,596,086 | | 0.0% | 4,641 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $1,588,860 | $92,138 â–² | 6.2% | 3,880 | 0.3% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $1,586,210 | $91,722 â–² | 6.1% | 17,605 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $1,582,657 | $6,127 â–² | 0.4% | 22,213 | 0.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,528,024 | $4,671 â–¼ | -0.3% | 26,496 | 0.3% | ETF |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $1,509,745 | $708,664 â–¼ | -31.9% | 71,944 | 0.2% | ETF |
BRK.A Berkshire Hathaway | $1,497,700 | | 0.0% | 2 | 0.2% | Finance |
RWL Invesco S&P 500 Revenue ETF | $1,473,073 | $350,829 â–² | 31.3% | 11,530 | 0.2% | ETF |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,468,155 | $307,015 â–¼ | -17.3% | 13,098 | 0.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,460,879 | $17,951 â–¼ | -1.2% | 63,641 | 0.2% | ETF |
CVX Chevron | $1,457,362 | $165,926 â–¼ | -10.2% | 8,792 | 0.2% | Energy |
CSCO Cisco Systems | $1,444,637 | $792,853 â–¼ | -35.4% | 12,299 | 0.2% | Computer and Technology |
GLW Corning | $1,443,946 | | 0.0% | 5,653 | 0.2% | Computer and Technology |
ICVT iShares Convertible Bond ETF | $1,379,077 | | 0.0% | 11,328 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,376,441 | | 0.0% | 8,710 | 0.2% | Financial Services |
MPC Marathon Petroleum | $1,374,993 | | 0.0% | 5,378 | 0.2% | Energy |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $1,374,781 | $132,789 â–² | 10.7% | 54,685 | 0.2% | ETF |
KO CocaCola | $1,373,366 | $399,844 â–¼ | -22.5% | 16,899 | 0.2% | Consumer Staples |
AMD Advanced Micro Devices | $1,369,786 | $55,186 â–¼ | -3.9% | 2,358 | 0.2% | Computer and Technology |
PEP PepsiCo | $1,338,835 | $5,010 â–¼ | -0.4% | 9,888 | 0.2% | Consumer Staples |
GE VERNOVA INC
| $1,262,974 | $111,612 â–² | 9.7% | 1,075 | 0.2% | COM |
PFE Pfizer | $1,262,178 | $191,243 â–¼ | -13.2% | 52,416 | 0.2% | Medical |
IWM iShares Russell 2000 ETF | $1,249,572 | $36,354 â–¼ | -2.8% | 4,159 | 0.2% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,231,626 | | 0.0% | 6,896 | 0.2% | ETF |
TJX TJX Companies | $1,228,059 | $3,030 â–² | 0.2% | 8,106 | 0.2% | Retail/Wholesale |
UNH UnitedHealth Group | $1,224,446 | $10,806 â–¼ | -0.9% | 2,946 | 0.2% | Medical |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $1,189,515 | $5,976 â–² | 0.5% | 15,726 | 0.2% | ETF |
MRBK Meridian Bank | $1,189,101 | | 0.0% | 59,366 | 0.2% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,188,045 | $15,772 â–² | 1.3% | 23,577 | 0.2% | ETF |
