AAPL Apple | $26,260,134 | $1,605,728 â–² | 6.5% | 103,472 | 4.7% | Computer and Technology |
DOL WisdomTree International LargeCap Dividend Fund | $21,846,410 | $76,077 â–² | 0.3% | 321,335 | 3.9% | Finance |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $18,684,544 | $428,770 â–² | 2.3% | 462,832 | 3.3% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $17,716,990 | $1,555,337 â–² | 9.6% | 773,330 | 3.2% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $17,311,800 | $129,480 â–² | 0.8% | 183,039 | 3.1% | ETF |
EES WisdomTree U.S. SmallCap Fund | $16,720,260 | $234,110 â–² | 1.4% | 288,039 | 3.0% | Finance |
BUFR FT Vest Laddered Buffer ETF | $13,857,722 | $47,312 â–¼ | -0.3% | 410,356 | 2.5% | ETF |
MSFT Microsoft | $10,613,144 | $355,363 â–² | 3.5% | 28,671 | 1.9% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $10,021,073 | $1,122,387 â–² | 12.6% | 89,980 | 1.8% | ETF |
FICS First Trust International Developed Capital Strength ETF | $9,746,724 | $104,224 â–² | 1.1% | 249,690 | 1.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $8,599,651 | $182,584 â–² | 2.2% | 151,991 | 1.5% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $8,534,350 | $81,112 â–² | 1.0% | 95,537 | 1.5% | Finance |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $8,090,993 | $786,898 â–² | 10.8% | 342,056 | 1.4% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $8,083,596 | $500,121 â–² | 6.6% | 82,562 | 1.4% | ETF |
XOM ExxonMobil | $8,037,714 | $85,170 â–¼ | -1.0% | 47,375 | 1.4% | Energy |
SLYG SPDR S&P 600 Small Cap Growth ETF | $8,031,731 | $5,024 â–² | 0.1% | 83,127 | 1.4% | ETF |
JIG JPMorgan International Growth ETF | $7,562,309 | $131,256 â–² | 1.8% | 101,863 | 1.3% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $7,515,393 | $63,194 â–¼ | -0.8% | 395,547 | 1.3% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,813,664 | $53,365 â–² | 0.8% | 237,741 | 1.2% | ETF |
JPM JPMorgan Chase & Co. | $6,488,581 | $136,196 â–² | 2.1% | 22,058 | 1.2% | Finance |
AVGO Broadcom | $6,337,217 | $73,663 â–² | 1.2% | 20,475 | 1.1% | Computer and Technology |
JNJ Johnson & Johnson | $6,321,915 | $503,055 â–² | 8.6% | 25,863 | 1.1% | Medical |
SPTS SPDR Portfolio Short Term Treasury ETF | $6,083,592 | $62,095 â–¼ | -1.0% | 208,485 | 1.1% | ETF |
NVDA NVIDIA | $5,872,746 | $197,770 â–¼ | -3.3% | 33,674 | 1.0% | Computer and Technology |
AMZN Amazon.com | $5,752,417 | $496,516 â–² | 9.4% | 27,620 | 1.0% | Retail/Wholesale |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,703,725 | $111,127 â–¼ | -1.9% | 158,701 | 1.0% | Finance |
GOOGL Alphabet | $4,993,767 | $131,990 â–² | 2.7% | 17,366 | 0.9% | Computer and Technology |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $4,574,225 | $1,592,089 â–² | 53.4% | 193,618 | 0.8% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $4,556,884 | $146,641 â–² | 3.3% | 97,141 | 0.8% | ETF |
DWM WisdomTree International Equity Fund | $4,459,579 | $245,665 â–² | 5.8% | 63,808 | 0.8% | Finance |
IWF iShares Russell 1000 Growth ETF | $4,441,382 | | 0.0% | 10,416 | 0.8% | ETF |
EFV iShares MSCI EAFE Value ETF | $4,354,977 | $943,948 â–² | 27.7% | 58,574 | 0.8% | ETF |
EFAD ProShares MSCI EAFE Dividend Growers ETF | $3,794,182 | $1,059,223 â–² | 38.7% | 92,671 | 0.7% | ETF |
ABBV AbbVie | $3,600,178 | $115,924 â–² | 3.3% | 16,553 | 0.6% | Medical |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $3,464,876 | $823,463 â–² | 31.2% | 177,413 | 0.6% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $3,432,544 | $1,430,734 â–¼ | -29.4% | 146,720 | 0.6% | ETF |
QGRO American Century U.S. Quality Growth ETF | $3,035,892 | $403,630 â–² | 15.3% | 28,905 | 0.5% | ETF |
MRK Merck & Co., Inc. | $3,032,805 | $5,173 â–² | 0.2% | 25,212 | 0.5% | Medical |
PALANTIR TECHNOLOGIES INC
| $2,893,711 | $11,995 â–² | 0.4% | 19,782 | 0.5% | CL A |
IVW iShares S&P 500 Growth ETF | $2,888,377 | | 0.0% | 25,536 | 0.5% | ETF |
CI Cigna Group | $2,763,277 | $1,867 â–¼ | -0.1% | 10,359 | 0.5% | Medical |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $2,679,617 | $729,108 â–² | 37.4% | 136,541 | 0.5% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $2,550,484 | $223,239 â–¼ | -8.0% | 110,776 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $2,526,523 | | 0.0% | 3,868 | 0.4% | ETF |
MCD McDonald's | $2,517,710 | $26,106 â–² | 1.0% | 8,101 | 0.4% | Retail/Wholesale |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,484,001 | $277,357 â–¼ | -10.0% | 113,875 | 0.4% | Manufacturing |
BRK.B Berkshire Hathaway | $2,435,774 | $161,490 â–² | 7.1% | 5,083 | 0.4% | Finance |
VUG Vanguard Growth ETF | $2,414,271 | $84,742 â–² | 3.6% | 5,527 | 0.4% | ETF |
PG Procter & Gamble | $2,351,392 | $153,977 â–¼ | -6.1% | 16,279 | 0.4% | Consumer Staples |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $2,207,340 | $387,852 â–¼ | -14.9% | 105,714 | 0.4% | ETF |
GOOG Alphabet | $2,203,085 | $54,790 â–² | 2.6% | 7,680 | 0.4% | Computer and Technology |
ADP Automatic Data Processing | $2,190,484 | $52,420 â–² | 2.5% | 10,781 | 0.4% | Computer and Technology |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $2,151,195 | $692,585 â–² | 47.5% | 105,332 | 0.4% | ETF |
STBA S&T Bancorp | $2,094,930 | $316,569 â–¼ | -13.1% | 50,082 | 0.4% | Finance |
ORCL Oracle | $2,089,403 | $9,121 â–² | 0.4% | 14,203 | 0.4% | Computer and Technology |
CVX Chevron | $2,026,172 | $75,105 â–² | 3.8% | 9,793 | 0.4% | Energy |
ISCG iShares Morningstar Small-Cap Growth ETF | $1,998,392 | $170,154 â–² | 9.3% | 36,467 | 0.4% | ETF |
ABT Abbott Laboratories | $1,939,088 | $9,035 â–² | 0.5% | 18,887 | 0.3% | Medical |
VOO Vanguard S&P 500 ETF | $1,924,709 | | 0.0% | 3,221 | 0.3% | ETF |
CAT Caterpillar | $1,905,049 | $50,301 â–² | 2.7% | 2,689 | 0.3% | Industrials |
VTV Vanguard Value ETF | $1,852,111 | $32,373 â–¼ | -1.7% | 9,440 | 0.3% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,747,582 | $86,580 â–¼ | -4.7% | 29,510 | 0.3% | ETF |
PFE Pfizer | $1,694,853 | $18,814 â–¼ | -1.1% | 60,358 | 0.3% | Medical |
KO CocaCola | $1,659,336 | $52,551 â–¼ | -3.1% | 21,819 | 0.3% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $1,637,140 | | 0.0% | 7,662 | 0.3% | ETF |
VZ Verizon Communications | $1,569,269 | $6,978 â–¼ | -0.4% | 31,260 | 0.3% | Computer and Technology |
PEP PepsiCo | $1,541,253 | $45,500 â–² | 3.0% | 9,925 | 0.3% | Consumer Staples |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $1,519,719 | $156,511 â–¼ | -9.3% | 15,837 | 0.3% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,493,003 | $135,690 â–² | 10.0% | 64,423 | 0.3% | ETF |
TSLA Tesla | $1,486,628 | $126,767 â–² | 9.3% | 3,999 | 0.3% | Auto/Tires/Trucks |
QQQ Invesco QQQ | $1,481,549 | $136,785 â–² | 10.2% | 2,567 | 0.3% | Finance |
CSCO Cisco Systems | $1,478,010 | $37,321 â–² | 2.6% | 19,049 | 0.3% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $1,468,989 | $105,226 â–² | 7.7% | 4,579 | 0.3% | ETF |
DTD WisdomTree U.S. Total Dividend Fund | $1,458,377 | $186,108 â–² | 14.6% | 16,887 | 0.3% | Finance |
BRK.A Berkshire Hathaway | $1,436,280 | | 0.0% | 2 | 0.3% | Finance |
ILCG iShares Morningstar Growth ETF | $1,435,828 | $696,813 â–² | 94.3% | 15,038 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,433,251 | $78,686 â–² | 5.8% | 2,204 | 0.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $1,417,881 | $28,195 â–¼ | -1.9% | 22,127 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,394,742 | $41,863 â–² | 3.1% | 1,999 | 0.2% | ETF |
VV Vanguard Large-Cap ETF | $1,386,963 | $11,356 â–¼ | -0.8% | 4,641 | 0.2% | ETF |
IDCC InterDigital | $1,361,114 | | 0.0% | 4,507 | 0.2% | Computer and Technology |
MPC Marathon Petroleum | $1,313,200 | | 0.0% | 5,378 | 0.2% | Energy |
IWB iShares Russell 1000 ETF | $1,303,227 | $5,348 â–¼ | -0.4% | 3,655 | 0.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $1,293,895 | $558,076 â–² | 75.8% | 25,566 | 0.2% | ETF |
TJX TJX Companies | $1,291,334 | $3,992 â–² | 0.3% | 8,086 | 0.2% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $1,289,951 | | 0.0% | 8,710 | 0.2% | Financial Services |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $1,284,201 | $24,160 â–² | 1.9% | 26,577 | 0.2% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $1,247,177 | $19,625 â–² | 1.6% | 16,587 | 0.2% | ETF |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $1,227,852 | $265,811 â–² | 27.6% | 49,403 | 0.2% | ETF |
BX Blackstone | $1,154,213 | $2,875 â–² | 0.2% | 10,038 | 0.2% | Finance |
ICVT iShares Convertible Bond ETF | $1,153,083 | $50,081 â–¼ | -4.2% | 11,328 | 0.2% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1,137,295 | $66,132 â–² | 6.2% | 60,947 | 0.2% | ETF |
GE GE Aerospace | $1,133,661 | $1,703 â–² | 0.2% | 3,995 | 0.2% | Aerospace |
MRBK Meridian Bank | $1,125,579 | | 0.0% | 59,366 | 0.2% | Finance |
MCO Moody's | $1,118,545 | $873 â–¼ | -0.1% | 2,564 | 0.2% | Finance |
HD Home Depot | $1,112,759 | $145,715 â–² | 15.1% | 3,383 | 0.2% | Retail/Wholesale |
DWX SPDR S&P International Dividend ETF | $1,107,214 | $3,101 â–¼ | -0.3% | 24,280 | 0.2% | ETF |
RTX RTX | $1,094,515 | $15,818 â–² | 1.5% | 5,674 | 0.2% | Aerospace |
PXF Invesco RAFI Developed Markets ex-U.S. ETF | $1,093,725 | $36,208 â–² | 3.4% | 15,647 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,062,002 | $5,798 â–² | 0.5% | 23,264 | 0.2% | ETF |
