AAPL Apple | $74,031,518 | $1,737,297 ▲ | 2.4% | 354,157 | 6.7% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $72,369,111 | $5,233,169 ▼ | -6.7% | 117,131 | 6.5% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $36,850,548 | $6,341,110 ▼ | -14.7% | 506,955 | 3.3% | ETF |
NVDA NVIDIA | $35,544,683 | $653,320 ▲ | 1.9% | 216,428 | 3.2% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $34,880,312 | $2,078,283 ▲ | 6.3% | 114,747 | 3.1% | ETF |
PALANTIR TECHNOLOGIES
| $33,611,740 | $119,144 ▼ | -0.4% | 246,565 | 3.0% | Common Stock |
SPYG SPDR Portfolio S&P 500 Growth ETF | $32,262,675 | $3,805,746 ▼ | -10.6% | 338,467 | 2.9% | ETF |
TSLA Tesla | $28,610,048 | $735,276 ▲ | 2.6% | 86,226 | 2.6% | Auto/Tires/Trucks |
VFLO VictoryShares Free Cash Flow ETF | $27,498,072 | $2,003,783 ▲ | 7.9% | 777,879 | 2.5% | ETF |
MSFT Microsoft | $24,694,505 | $47,433 ▲ | 0.2% | 49,459 | 2.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $19,631,153 | $894,375 ▲ | 4.8% | 34,395 | 1.8% | ETF |
JQUA JPMorgan U.S. Quality Factor ETF | $19,475,935 | $11,830 ▲ | 0.1% | 324,328 | 1.8% | ETF |
BRK.B Berkshire Hathaway | $19,256,996 | $17,826,983 ▲ | 1,246.6% | 39,766 | 1.7% | Finance |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $19,155,063 | $74,991 ▲ | 0.4% | 351,727 | 1.7% | ETF |
JPM JPMorgan Chase & Co. | $15,732,429 | $388,927 ▲ | 2.5% | 54,285 | 1.4% | Finance |
META Meta Platforms | $13,933,062 | $10,009,119 ▼ | -41.8% | 18,180 | 1.3% | Computer and Technology |
BRK.A Berkshire Hathaway | $12,138,481 | $6,426,255 ▲ | 112.5% | 17 | 1.1% | Finance |
AMD Advanced Micro Devices | $12,016,370 | $294,445 ▲ | 2.5% | 76,356 | 1.1% | Computer and Technology |
QQQ Invesco QQQ | $11,356,612 | $1,190,991 ▲ | 11.7% | 20,587 | 1.0% | Finance |
AMZN Amazon.com | $10,715,677 | $9,430,489 ▼ | -46.8% | 48,843 | 1.0% | Retail/Wholesale |
VTV Vanguard Value ETF | $10,658,858 | $110,998 ▼ | -1.0% | 60,305 | 1.0% | ETF |
BND Vanguard Total Bond Market ETF | $10,130,031 | $349,091 ▲ | 3.6% | 137,721 | 0.9% | ETF |
AMZN Amazon.com | $9,956,630 | $10,307,054 ▼ | -50.9% | 45,120 | 0.9% | Retail/Wholesale |
META Meta Platforms | $9,889,187 | $13,169,344 ▼ | -57.1% | 13,398 | 0.9% | Computer and Technology |
STX Seagate Technology | $8,747,724 | $215,824 ▲ | 2.5% | 58,163 | 0.8% | Computer and Technology |
XLG Invesco S&P 500 Top 50 ETF | $8,722,358 | $2,378,740 ▲ | 37.5% | 167,415 | 0.8% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $8,479,978 | $571,536 ▲ | 7.2% | 240,362 | 0.8% | ETF |
VUG Vanguard Growth ETF | $7,684,122 | $355,097 ▲ | 4.8% | 17,528 | 0.7% | ETF |
IVV iShares Core S&P 500 ETF | $7,602,860 | $82,755 ▼ | -1.1% | 12,219 | 0.7% | ETF |
JNJ Johnson & Johnson | $7,563,510 | $298,833 ▲ | 4.1% | 46,672 | 0.7% | Medical |
TOTL SPDR Doubleline Total Return Tactical ETF | $7,492,164 | $185,699 ▼ | -2.4% | 187,083 | 0.7% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $7,121,866 | $7,121,866 ▲ | New Holding | 200,164 | 0.6% | ETF |
GOOG Alphabet | $6,874,876 | $6,166,694 ▲ | 870.8% | 38,171 | 0.6% | Computer and Technology |
HEFA iShares Currency Hedged MSCI EAFE ETF | $6,842,150 | $3,395,794 ▲ | 98.5% | 180,246 | 0.6% | ETF |
SPTL SPDR Portfolio Long Term Treasury ETF | $6,710,820 | $1,838,248 ▲ | 37.7% | 252,476 | 0.6% | ETF |
ISHARES INTL
| $6,692,852 | $116,076 ▲ | 1.8% | 245,339 | 0.6% | MF Closed and MF Open |
T AT&T | $6,420,732 | $214,930 ▲ | 3.5% | 226,412 | 0.6% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $6,293,612 | $145,316 ▲ | 2.4% | 30,750 | 0.6% | ETF |
MCD McDonald's | $6,038,164 | $129,837 ▲ | 2.2% | 20,137 | 0.5% | Retail/Wholesale |
MTUM iShares MSCI USA Momentum Factor ETF | $6,015,228 | $361,717 ▲ | 6.4% | 25,011 | 0.5% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $5,901,499 | $228,018 ▲ | 4.0% | 14,882 | 0.5% | ETF |
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF | $5,834,321 | $219,930 ▼ | -3.6% | 81,839 | 0.5% | Manufacturing |
PG Procter & Gamble | $5,781,156 | $57,269 ▼ | -1.0% | 36,442 | 0.5% | Consumer Staples |
LOW Lowe's Companies | $5,760,726 | $128,504 ▲ | 2.3% | 24,925 | 0.5% | Retail/Wholesale |
BA Boeing | $5,576,381 | $165,674 ▲ | 3.1% | 25,345 | 0.5% | Aerospace |
XOM Exxon Mobil | $5,404,788 | $30,400 ▼ | -0.6% | 50,137 | 0.5% | Energy |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,389,258 | $1,014,408 ▲ | 23.2% | 85,354 | 0.5% | Manufacturing |
GOOGL Alphabet | $5,048,034 | $4,520,134 ▲ | 856.2% | 28,238 | 0.5% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $5,047,525 | $128,721 ▲ | 2.6% | 18,038 | 0.5% | ETF |
GRAYSCALE BITCOIN
| $4,988,610 | $53,255 ▲ | 1.1% | 54,331 | 0.5% | MF Closed and MF Open |
ABT Abbott Laboratories | $4,951,118 | $48,869 ▲ | 1.0% | 37,081 | 0.4% | Medical |
VB Vanguard Small-Cap ETF | $4,746,201 | $19,669 ▼ | -0.4% | 20,028 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,513,240 | $178,520 ▼ | -3.8% | 33,422 | 0.4% | ETF |
VOOV Vanguard S&P 500 Value ETF | $4,399,640 | $235,702 ▲ | 5.7% | 23,314 | 0.4% | ETF |
MLN VanEck Long Muni ETF | $4,153,880 | $329,683 ▼ | -7.4% | 246,814 | 0.4% | ETF |
NFLX Netflix | $4,106,544 | $154,964 ▲ | 3.9% | 3,127 | 0.4% | Consumer Discretionary |
XMPT VanEck CEF Muni Income ETF | $3,966,617 | $118,270 ▼ | -2.9% | 190,064 | 0.4% | ETF |
IAU iShares Gold Trust | $3,895,199 | $369,172 ▼ | -8.7% | 62,463 | 0.4% | Finance |
BUFR FT Vest Laddered Buffer ETF | $3,858,451 | $1,359,958 ▼ | -26.1% | 121,335 | 0.3% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $3,806,980 | $3,806,980 ▲ | New Holding | 74,515 | 0.3% | ETF |
HD Home Depot | $3,800,077 | $26,674 ▲ | 0.7% | 10,115 | 0.3% | Retail/Wholesale |
DIS Walt Disney | $3,735,649 | $2,757,155 ▲ | 281.8% | 32,302 | 0.3% | Consumer Discretionary |
USMV iShares MSCI USA Min Vol Factor ETF | $3,732,611 | $152,480 ▲ | 4.3% | 39,779 | 0.3% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $3,647,310 | $484,454 ▼ | -11.7% | 19,936 | 0.3% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $3,638,042 | $16,454 ▼ | -0.5% | 6,412 | 0.3% | ETF |
CMG Chipotle Mexican Grill | $3,581,743 | $105,465 ▲ | 3.0% | 76,481 | 0.3% | Retail/Wholesale |
XLF Financial Select Sector SPDR Fund | $3,568,259 | $246,085 ▲ | 7.4% | 68,136 | 0.3% | ETF |
ABBV AbbVie | $3,392,861 | $124,362 ▲ | 3.8% | 18,279 | 0.3% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $3,305,261 | $71,423 ▲ | 2.2% | 18,187 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $3,243,808 | $123,724 ▼ | -3.7% | 50,732 | 0.3% | ETF |
SPMB SPDR Portfolio Mortgage Backed Bond ETF | $3,141,898 | $254,572 ▲ | 8.8% | 142,166 | 0.3% | ETF |
WFC.PL Wells Fargo & Co. Pfd. Series L | $3,139,823 | $158,863 ▲ | 5.3% | 2,767 | 0.3% | Finance |
CVX Chevron | $3,111,026 | $353,529 ▲ | 12.8% | 21,727 | 0.3% | Energy |
IVOO Vanguard S&P Mid-Cap 400 ETF | $3,042,311 | $40,627 ▲ | 1.4% | 28,980 | 0.3% | ETF |
PM Philip Morris International | $3,036,508 | $115,108 ▼ | -3.7% | 16,672 | 0.3% | Consumer Staples |
WMT Walmart | $2,893,486 | $496,426 ▲ | 20.7% | 29,592 | 0.3% | Retail/Wholesale |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,860,673 | $117,086 ▼ | -3.9% | 54,655 | 0.3% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $2,695,594 | $63,270 ▲ | 2.4% | 26,628 | 0.2% | ETF |
V Visa | $2,587,885 | $17,042 ▲ | 0.7% | 7,289 | 0.2% | Business Services |
LLY Eli Lilly and Company | $2,580,090 | $155,663 ▲ | 6.4% | 3,431 | 0.2% | Medical |
IJR iShares Core S&P Small-Cap ETF | $2,559,349 | $314,204 ▼ | -10.9% | 23,288 | 0.2% | ETF |
VONE Vanguard Russell 1000 ETF | $2,517,933 | $280,863 ▲ | 12.6% | 8,965 | 0.2% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $2,459,059 | $157,299 ▼ | -6.0% | 5,581 | 0.2% | Finance |
KO CocaCola | $2,411,077 | $77,332 ▲ | 3.3% | 34,078 | 0.2% | Consumer Staples |
BINC iShares Flexible Income Active ETF | $2,378,089 | $131,729 ▲ | 5.9% | 45,006 | 0.2% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $2,316,132 | $280,758 ▼ | -10.8% | 65,650 | 0.2% | ETF |
PFE Pfizer | $2,307,796 | $132,932 ▲ | 6.1% | 95,206 | 0.2% | Medical |
RDVY First Trust Rising Dividend Achievers ETF | $2,278,023 | $180,252 ▼ | -7.3% | 36,309 | 0.2% | Manufacturing |
NKE NIKE | $2,273,023 | $693,116 ▼ | -23.4% | 30,702 | 0.2% | Consumer Discretionary |
FMB First Trust Managed Municipal ETF | $2,247,002 | $99,242 ▲ | 4.6% | 45,102 | 0.2% | Manufacturing |
SCHWAB GOVERNMENT MONEY ULTRA
| $2,218,184 | $2,218,184 ▲ | New Holding | 2,218,184 | 0.2% | Mutual Fund |
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $2,160,128 | $89,257 ▼ | -4.0% | 33,906 | 0.2% | Manufacturing |
MRK Merck & Co., Inc. | $2,147,214 | $31,296 ▲ | 1.5% | 27,101 | 0.2% | Medical |
VYM Vanguard High Dividend Yield ETF | $2,130,037 | $36,660 ▲ | 1.8% | 15,978 | 0.2% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,129,145 | $510,504 ▲ | 31.5% | 35,409 | 0.2% | ETF |
PEP PepsiCo | $2,124,999 | $2,122,611 ▼ | -50.0% | 16,015 | 0.2% | Consumer Staples |
IXN iShares Global Tech ETF | $2,090,362 | $72,011 ▲ | 3.6% | 22,526 | 0.2% | ETF |
AVGO Broadcom | $2,065,967 | $22,603 ▼ | -1.1% | 7,495 | 0.2% | Computer and Technology |
LLY Eli Lilly and Company | $2,044,347 | $1,921,013 ▲ | 1,557.6% | 53,440 | 0.2% | Medical |
XLE Energy Select Sector SPDR Fund | $2,012,465 | $113,561 ▼ | -5.3% | 23,729 | 0.2% | ETF |