VTI Vanguard Total Stock Market ETF | $62,878,212 | $5,364 â–² | 0.0% | 187,545 | 4.7% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $54,196,036 | $7,786,132 â–¼ | -12.6% | 1,661,436 | 4.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $46,345,591 | $5,352,690 â–¼ | -10.4% | 1,689,595 | 3.5% | ETF |
NMM Navios Maritime Partners | $45,639,929 | $377,353 â–² | 0.8% | 871,306 | 3.4% | Transportation |
SCHX Schwab US Large-Cap ETF | $33,833,595 | $1,357,314 â–¼ | -3.9% | 1,257,287 | 2.5% | ETF |
AAPL Apple | $29,178,018 | $14,075,328 â–¼ | -32.5% | 107,327 | 2.2% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $25,118,845 | $1,866,260 â–² | 8.0% | 251,490 | 1.9% | Finance |
FBND Fidelity Total Bond ETF | $24,080,086 | $262,889 â–² | 1.1% | 523,025 | 1.8% | ETF |
SCHF Schwab International Equity ETF | $23,450,604 | $527,053 â–¼ | -2.2% | 975,483 | 1.8% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $19,870,939 | $422,021 â–² | 2.2% | 493,688 | 1.5% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $17,685,661 | $278,038 â–² | 1.6% | 197,760 | 1.3% | Manufacturing |
QQQ Invesco QQQ | $17,279,368 | $4,284,632 â–¼ | -19.9% | 36,316 | 1.3% | Finance |
VOO Vanguard S&P 500 ETF | $17,181,773 | $2,262,096 â–¼ | -11.6% | 27,397 | 1.3% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $16,947,164 | $332,855 â–² | 2.0% | 192,406 | 1.3% | Finance |
SCHA Schwab US Small-Cap ETF | $16,271,323 | $912,328 â–¼ | -5.3% | 571,325 | 1.2% | ETF |
NVDA NVIDIA | $14,546,977 | $35,560,959 â–¼ | -71.0% | 79,762 | 1.1% | Computer and Technology |
MSFT Microsoft | $14,486,204 | $10,786,549 â–¼ | -42.7% | 29,954 | 1.1% | Computer and Technology |
IUSG iShares Core S&P U.S. Growth ETF | $13,899,727 | $166,093 â–¼ | -1.2% | 82,766 | 1.0% | Manufacturing |
IAGG iShares Core International Aggregate Bond ETF | $13,578,757 | $574,665 â–² | 4.4% | 271,521 | 1.0% | ETF |
SCHK Schwab 1000 Index ETF | $13,577,029 | $84,854 â–² | 0.6% | 413,934 | 1.0% | ETF |
TSLA Tesla | $12,915,707 | $1,650,981 â–¼ | -11.3% | 29,665 | 1.0% | Auto/Tires/Trucks |
IUSV iShares Core S&P U.S. Value ETF | $12,066,230 | $64,908 â–¼ | -0.5% | 117,673 | 0.9% | Manufacturing |
CPNG Coupang | $12,044,818 | $1,651,654 â–¼ | -12.1% | 510,590 | 0.9% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $11,881,780 | $484,344 â–¼ | -3.9% | 78,109 | 0.9% | Finance |
VIG Vanguard Dividend Appreciation ETF | $11,300,944 | $7,556,307 â–¼ | -40.1% | 51,419 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $11,131,003 | $4,617,198 â–¼ | -29.3% | 16,251 | 0.8% | ETF |
WAYSTAR HLDG CORP
| $11,033,475 | $1,211,750 â–² | 12.3% | 336,900 | 0.8% | COM |
HTAB Hartford Schroders Tax-Aware Bond ETF | $10,983,965 | $343,245 â–² | 3.2% | 573,575 | 0.8% | ETF |
AMZN Amazon.com | $10,470,035 | $14,400,684 â–¼ | -57.9% | 45,360 | 0.8% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $10,076,558 | $818,109 â–¼ | -7.5% | 161,302 | 0.8% | ETF |
CGGO Capital Group Global Growth Equity ETF | $9,985,395 | $47,540 â–² | 0.5% | 288,179 | 0.7% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $9,979,441 | $309,094 â–² | 3.2% | 304,716 | 0.7% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $9,620,941 | $434,447 â–² | 4.7% | 211,310 | 0.7% | ETF |
SHV iShares Short Treasury Bond ETF | $8,985,225 | $833,281 â–² | 10.2% | 81,573 | 0.7% | ETF |
TSAKOS ENERGY NAVIGATION LTD
| $8,898,700 | $54,817 â–² | 0.6% | 396,909 | 0.7% | SHS |
GLDM SPDR Gold MiniShares Trust | $8,710,216 | $117,042 â–² | 1.4% | 102,029 | 0.7% | Finance |
GOOG Alphabet | $8,320,352 | $3,234,751 â–¼ | -28.0% | 26,514 | 0.6% | Computer and Technology |
BRK.B Berkshire Hathaway | $8,191,992 | $1,324,953 â–¼ | -13.9% | 16,298 | 0.6% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $8,123,447 | $1,110,155 â–¼ | -12.0% | 270,151 | 0.6% | ETF |
XOM ExxonMobil | $8,002,333 | $1,136,847 â–¼ | -12.4% | 66,498 | 0.6% | Energy |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $6,956,112 | $5,237,980 â–² | 304.9% | 69,325 | 0.5% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $6,906,501 | $63,437 â–² | 0.9% | 14,371 | 0.5% | Finance |
JSCP JPMorgan Short Duration Core Plus ETF | $6,866,197 | $1,089,866 â–² | 18.9% | 144,378 | 0.5% | ETF |
MMIT NYLI MacKay Shields Municipal Intermediate ETF | $6,715,626 | $153,766 â–² | 2.3% | 276,022 | 0.5% | ETF |
DFAI Dimensional International Core Equity Market ETF | $6,687,802 | $119,970 â–² | 1.8% | 175,487 | 0.5% | ETF |
GDX VanEck Gold Miners ETF | $6,647,997 | $800,573 â–¼ | -10.7% | 77,510 | 0.5% | ETF |
DGT SPDR Global Dow ETF | $6,643,759 | $1,061,368 â–¼ | -13.8% | 39,855 | 0.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $6,626,322 | $3,833,305 â–² | 137.2% | 84,080 | 0.5% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,577,331 | $499,861 â–¼ | -7.1% | 122,346 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $6,306,651 | $2,261,677 â–² | 55.9% | 124,662 | 0.5% | ETF |
PALANTIR TECHNOLOGIES INC
| $6,236,892 | $3,886,326 â–¼ | -38.4% | 35,088 | 0.5% | CL A |
GOOGL Alphabet | $6,064,603 | $2,223,208 â–¼ | -26.8% | 19,376 | 0.5% | Computer and Technology |
CGXU Capital Group International Focus Equity ETF | $5,839,848 | $183,210 â–² | 3.2% | 197,626 | 0.4% | ETF |
SCHB Schwab US Broad Market ETF | $5,704,462 | $2,971,538 â–¼ | -34.3% | 217,479 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $5,579,751 | $1,507 â–² | 0.0% | 7,403 | 0.4% | ETF |
AVGO Broadcom | $5,486,567 | $3,448,719 â–¼ | -38.6% | 16,049 | 0.4% | Computer and Technology |
SCHV Schwab U.S. Large-Cap Value ETF | $5,401,790 | $161,997 â–¼ | -2.9% | 182,431 | 0.4% | ETF |
VXUS Vanguard Total International Stock ETF | $5,061,888 | $124,325 â–² | 2.5% | 67,098 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $5,028,569 | $327,320 â–² | 7.0% | 215,172 | 0.4% | ETF |
META Meta Platforms | $4,829,307 | $6,544,487 â–¼ | -57.5% | 7,315 | 0.4% | Computer and Technology |
JNJ Johnson & Johnson | $4,540,007 | $4,389,550 â–¼ | -49.2% | 21,937 | 0.3% | Medical |
VIRTUS ETF TR II
| $4,505,098 | $283,375 â–² | 6.7% | 107,264 | 0.3% | VIRTUS US QLTY |
XLP Consumer Staples Select Sector SPDR Fund | $4,451,754 | $677,601 â–² | 18.0% | 57,309 | 0.3% | ETF |
EMTL State Street DoubleLine Emerging Markets Fixed Income ETF | $4,400,702 | $2,556 â–² | 0.1% | 101,598 | 0.3% | ETF |
VTV Vanguard Value ETF | $4,324,993 | $47,748 â–² | 1.1% | 22,645 | 0.3% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4,245,436 | $3,019,004 â–² | 246.2% | 110,789 | 0.3% | ETF |
DON WisdomTree U.S. MidCap Dividend Fund | $4,188,058 | $101,910 â–² | 2.5% | 81,164 | 0.3% | Finance |
ITA iShares U.S. Aerospace & Defense ETF | $4,145,682 | $269,875 â–² | 7.0% | 21,291 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $4,125,719 | $3,435,521 â–¼ | -45.4% | 12,804 | 0.3% | Finance |
CAPE Shiller CAPE U.S. Equities ETF | $4,072,922 | $501,463 â–² | 14.0% | 126,347 | 0.3% | Finance |
FNDX Schwab Fundamental U.S. Large Company ETF | $4,064,875 | $867,591 â–² | 27.1% | 149,389 | 0.3% | ETF |
BAC Bank of America | $4,050,119 | $101,751 â–¼ | -2.5% | 73,638 | 0.3% | Finance |
FFEB FT Vest U.S. Equity Buffer ETF - February | $3,962,890 | | 0.0% | 69,991 | 0.3% | ETF |
OBIL US Treasury 12 Month Bill ETF | $3,898,953 | $2,103,224 â–² | 117.1% | 77,676 | 0.3% | ETF |
GDXJ VanEck Junior Gold Miners ETF | $3,861,693 | $543,299 â–¼ | -12.3% | 33,940 | 0.3% | ETF |
RPRX Royalty Pharma | $3,832,508 | $156,106 â–² | 4.2% | 99,185 | 0.3% | Medical |
RDVY First Trust Rising Dividend Achievers ETF | $3,787,155 | $9,378 â–¼ | -0.2% | 54,515 | 0.3% | Manufacturing |
BLV Vanguard Long-Term Bond ETF | $3,740,037 | $359,001 â–² | 10.6% | 53,798 | 0.3% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,727,178 | $20,530 â–² | 0.6% | 38,488 | 0.3% | Manufacturing |
IBM International Business Machines | $3,636,962 | $18,958 â–¼ | -0.5% | 12,278 | 0.3% | Computer and Technology |
MSGS Madison Square Garden | $3,621,100 | | 0.0% | 14,000 | 0.3% | Consumer Discretionary |
KO CocaCola | $3,452,704 | $182,395 â–¼ | -5.0% | 49,388 | 0.3% | Consumer Staples |
MGK Vanguard Mega Cap Growth ETF | $3,416,323 | $359,917 â–¼ | -9.5% | 8,277 | 0.3% | ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $3,373,123 | | 0.0% | 63,108 | 0.3% | ETF |
VUG Vanguard Growth ETF | $3,279,526 | $2,074,952 â–¼ | -38.8% | 6,722 | 0.2% | ETF |
GLD SPDR Gold Shares | $3,275,855 | $400,940 â–² | 13.9% | 10,115 | 0.2% | Finance |
WALMART INC
| $3,244,726 | $702,556 â–¼ | -17.8% | 29,124 | 0.2% | COM |
TJX TJX Companies | $3,239,594 | $436,093 â–¼ | -11.9% | 21,090 | 0.2% | Retail/Wholesale |
AIRR First Trust RBA American Industrial Renaissance ETF | $3,055,319 | $136,076 â–² | 4.7% | 31,075 | 0.2% | Manufacturing |
PG Procter & Gamble | $2,979,801 | $1,409,576 â–¼ | -32.1% | 20,793 | 0.2% | Consumer Staples |
V Visa | $2,921,744 | $586,032 â–¼ | -16.7% | 8,331 | 0.2% | Business Services |
VTEB Vanguard Tax-Exempt Bond ETF | $2,901,996 | $300,031 â–² | 11.5% | 57,705 | 0.2% | ETF |
FJUL FT Vest U.S. Equity Buffer ETF - July | $2,829,731 | $105,122 â–¼ | -3.6% | 50,607 | 0.2% | ETF |
HD Home Depot | $2,793,391 | $662,389 â–¼ | -19.2% | 8,118 | 0.2% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $2,737,276 | $1,836,749 â–¼ | -40.2% | 9,432 | 0.2% | ETF |
PGIM ETF TR
| $2,734,328 | $96,523 â–² | 3.7% | 53,342 | 0.2% | AAA CLO ETF |
XDEC FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December | $2,709,295 | $19,315 â–¼ | -0.7% | 66,206 | 0.2% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $2,706,818 | $1,116,973 â–² | 70.3% | 57,494 | 0.2% | ETF |
MRK Merck & Co., Inc. | $2,684,132 | $664,086 â–¼ | -19.8% | 25,500 | 0.2% | Medical |
BND Vanguard Total Bond Market ETF | $2,672,202 | $48,145 â–¼ | -1.8% | 36,077 | 0.2% | ETF |
