IVV iShares Core S&P 500 ETF | $60,436,856 | $1,188,150 ▼ | -1.9% | 114,958 | 17.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $37,117,698 | $5,809,997 ▲ | 18.6% | 378,984 | 10.6% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $28,127,608 | $1,270,756 ▼ | -4.3% | 560,646 | 8.0% | ETF |
FBND Fidelity Total Bond ETF | $25,101,178 | $6,300,442 ▲ | 33.5% | 553,988 | 7.1% | ETF |
IUSG iShares Core S&P U.S. Growth ETF | $21,395,294 | $1,311,229 ▼ | -5.8% | 182,538 | 6.1% | Manufacturing |
JPST JPMorgan Ultra-Short Income ETF | $19,502,238 | $3,995,384 ▼ | -17.0% | 386,566 | 5.6% | ETF |
SHV iShares Short Treasury Bond ETF | $17,841,654 | $522,963 ▲ | 3.0% | 161,405 | 5.1% | ETF |
FDVV Fidelity High Dividend ETF | $13,112,266 | $3,191,275 ▲ | 32.2% | 289,390 | 3.7% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $12,834,838 | $12,821,264 ▲ | 94,456.7% | 275,160 | 3.7% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $10,379,214 | $526,935 ▲ | 5.3% | 102,958 | 3.0% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,894,244 | $6,292,715 ▲ | 392.9% | 129,968 | 2.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $6,616,581 | $99,910 ▼ | -1.5% | 59,868 | 1.9% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $5,744,292 | $686,418 ▲ | 13.6% | 122,063 | 1.6% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $4,819,945 | $527,052 ▼ | -9.9% | 57,669 | 1.4% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,304,047 | $40,754 ▲ | 1.0% | 53,861 | 1.2% | Manufacturing |
AAPL Apple | $4,137,339 | $429,562 ▼ | -9.4% | 24,127 | 1.2% | Computer and Technology |
SPEM SPDR Portfolio Emerging Markets ETF | $3,690,305 | $146,642 ▲ | 4.1% | 101,970 | 1.1% | ETF |
MSFT Microsoft | $2,978,714 | $88,772 ▼ | -2.9% | 7,080 | 0.8% | Computer and Technology |
NULV Nuveen ESG Large-Cap Value ETF | $2,428,885 | $413,940 ▲ | 20.5% | 62,503 | 0.7% | ETF |
VOO Vanguard S&P 500 ETF | $2,265,172 | $481 ▲ | 0.0% | 4,712 | 0.6% | ETF |
NULG Nuveen ESG Large-Cap Growth ETF | $2,240,420 | $417,175 ▲ | 22.9% | 29,371 | 0.6% | ETF |
DVY iShares Select Dividend ETF | $2,193,017 | $1,143,503 ▼ | -34.3% | 17,803 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,986,066 | $884,015 ▼ | -30.8% | 10,876 | 0.6% | ETF |
QQQ Invesco QQQ | $1,949,755 | $73,710 ▼ | -3.6% | 4,391 | 0.6% | Finance |
FHLC Fidelity MSCI Health Care Index ETF | $1,826,470 | $556,425 ▼ | -23.4% | 26,178 | 0.5% | ETF |
FIW First Trust Water ETF | $1,563,363 | $816,396 ▼ | -34.3% | 15,312 | 0.4% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,228,665 | $271,417 ▼ | -18.1% | 30,511 | 0.3% | ETF |
FDRR Fidelity Dividend ETF for Rising Rates | $1,186,485 | $622,709 ▼ | -34.4% | 25,488 | 0.3% | ETF |
AMZN Amazon.com | $1,123,587 | $12,266 ▼ | -1.1% | 6,229 | 0.3% | Retail/Wholesale |
IWD iShares Russell 1000 Value ETF | $1,114,243 | $39,404 ▼ | -3.4% | 6,221 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,107,843 | $91,503 ▼ | -7.6% | 19,081 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,077,323 | $660,605 ▼ | -38.0% | 18,619 | 0.3% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $1,039,235 | $155,555 ▼ | -13.0% | 11,491 | 0.3% | Manufacturing |
BRK.B Berkshire Hathaway | $1,017,238 | $4,626 ▼ | -0.5% | 2,419 | 0.3% | Finance |
VZ Verizon Communications | $995,010 | $488,630 ▼ | -32.9% | 23,713 | 0.3% | Computer and Technology |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $988,067 | $346,745 ▼ | -26.0% | 13,940 | 0.3% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $970,119 | $1,305,133 ▼ | -57.4% | 18,918 | 0.3% | Manufacturing |
ICSH BlackRock Ultra Short-Term Bond ETF | $955,938 | $742,878 ▼ | -43.7% | 18,907 | 0.3% | ETF |
IHI iShares U.S. Medical Devices ETF | $745,125 | $163,110 ▼ | -18.0% | 12,718 | 0.2% | ETF |
COST Costco Wholesale | $743,619 | $23,444 ▼ | -3.1% | 1,015 | 0.2% | Retail/Wholesale |
HWM Howmet Aerospace | $684,300 | $113,731 ▼ | -14.3% | 10,000 | 0.2% | Construction |
VO Vanguard Mid-Cap ETF | $658,631 | $47,473 ▲ | 7.8% | 2,636 | 0.2% | ETF |
LLY Eli Lilly and Company | $626,816 | $23,331 ▼ | -3.6% | 806 | 0.2% | Medical |
GOOGL Alphabet | $620,322 | $10,565 ▼ | -1.7% | 4,110 | 0.2% | Computer and Technology |
ESGE iShares ESG Aware MSCI EM ETF | $594,708 | $24,173 ▲ | 4.2% | 18,452 | 0.2% | Manufacturing |
TMO Thermo Fisher Scientific | $593,997 | | 0.0% | 1,022 | 0.2% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $557,067 | $97,174 ▼ | -14.9% | 7,206 | 0.2% | ETF |
EMNT PIMCO Enhanced Short Maturity Active ESG ETF | $556,145 | $282,806 ▼ | -33.7% | 5,640 | 0.2% | ETF |
PZA Invesco National AMT-Free Municipal Bond ETF | $551,426 | $262,082 ▼ | -32.2% | 23,140 | 0.2% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $527,207 | | 0.0% | 4,586 | 0.2% | Manufacturing |
IWM iShares Russell 2000 ETF | $522,175 | $10,725 ▼ | -2.0% | 2,483 | 0.1% | Finance |
AMGN Amgen | $521,134 | $266,395 ▼ | -33.8% | 1,833 | 0.1% | Medical |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $512,455 | $6,024,755 ▼ | -92.2% | 17,214 | 0.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $503,609 | $1,343 ▼ | -0.3% | 7,502 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $500,243 | $6,309 ▼ | -1.2% | 6,264 | 0.1% | Finance |
NVDA NVIDIA | $495,151 | | 0.0% | 548 | 0.1% | Computer and Technology |
FUTY Fidelity MSCI Utilities Index ETF | $492,379 | $359,008 ▼ | -42.2% | 11,607 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $483,324 | $12,018 ▼ | -2.4% | 2,413 | 0.1% | Finance |
VB Vanguard Small-Cap ETF | $480,422 | $22,855 ▲ | 5.0% | 2,102 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $463,238 | $66,708 ▼ | -12.6% | 5,486 | 0.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $449,983 | $251,780 ▼ | -35.9% | 2,738 | 0.1% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $423,248 | $17,055 ▼ | -3.9% | 10,051 | 0.1% | ETF |
UNH UnitedHealth Group | $413,075 | | 0.0% | 835 | 0.1% | Medical |
LRCX Lam Research | $407,088 | | 0.0% | 419 | 0.1% | Computer and Technology |
GOOG Alphabet | $406,534 | | 0.0% | 2,670 | 0.1% | Computer and Technology |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $399,855 | $1,104,681 ▼ | -73.4% | 16,334 | 0.1% | Manufacturing |
ADP Automatic Data Processing | $399,334 | $5,245 ▼ | -1.3% | 1,599 | 0.1% | Business Services |
META Meta Platforms | $393,805 | | 0.0% | 811 | 0.1% | Computer and Technology |
PEP PepsiCo | $382,047 | | 0.0% | 2,183 | 0.1% | Consumer Staples |
HD Home Depot | $352,192 | $4,987 ▼ | -1.4% | 918 | 0.1% | Retail/Wholesale |
V Visa | $349,408 | | 0.0% | 1,252 | 0.1% | Business Services |
IBM International Business Machines | $338,787 | $191 ▲ | 0.1% | 1,774 | 0.1% | Computer and Technology |
RTX RTX | $337,401 | $115,881 ▲ | 52.3% | 3,459 | 0.1% | Aerospace |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $326,685 | $34,881 ▼ | -9.6% | 13,646 | 0.1% | Manufacturing |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $326,289 | $64,579 ▼ | -16.5% | 14,046 | 0.1% | Manufacturing |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $316,314 | $29,070 ▲ | 10.1% | 13,928 | 0.1% | Manufacturing |
JNJ Johnson & Johnson | $281,736 | $27,683 ▼ | -8.9% | 1,781 | 0.1% | Medical |
VWO Vanguard FTSE Emerging Markets ETF | $279,028 | | 0.0% | 6,680 | 0.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $278,553 | $51 ▼ | 0.0% | 5,505 | 0.1% | ETF |
GSIE Goldman Sachs ActiveBeta International Equity ETF | $273,602 | $140,007 ▼ | -33.9% | 7,979 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $271,608 | $6,292 ▼ | -2.3% | 518 | 0.1% | ETF |
AOA iShares Core Aggressive Allocation ETF | $268,717 | $74,048 ▲ | 38.0% | 3,658 | 0.1% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $267,104 | | 0.0% | 6,800 | 0.1% | Manufacturing |
IFRA iShares U.S. Infrastructure ETF | $262,288 | $143,523 ▼ | -35.4% | 6,049 | 0.1% | ETF |
XJH iShares ESG Screened S&P Mid-Cap ETF | $259,054 | $169,005 ▼ | -39.5% | 6,306 | 0.1% | ETF |
PG Procter & Gamble | $249,541 | $4,381 ▼ | -1.7% | 1,538 | 0.1% | Consumer Staples |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $244,371 | $244,371 ▲ | New Holding | 11,028 | 0.1% | Manufacturing |
GWW W.W. Grainger | $244,152 | | 0.0% | 240 | 0.1% | Industrial Products |
PFE Pfizer | $239,210 | $133,730 ▼ | -35.9% | 8,620 | 0.1% | Medical |
SPY SPDR S&P 500 ETF Trust | $238,520 | | 0.0% | 456 | 0.1% | Finance |
MCD McDonald's | $234,019 | $3,665 ▼ | -1.5% | 830 | 0.1% | Retail/Wholesale |
XAR SPDR S&P Aerospace & Defense ETF | $224,973 | $12,506 ▲ | 5.9% | 1,601 | 0.1% | ETF |
CI The Cigna Group | $214,355 | $21,072 ▼ | -9.0% | 590 | 0.1% | Medical |
INTC Intel | $200,249 | $20,228 ▼ | -9.2% | 4,534 | 0.1% | Computer and Technology |
BIIB Biogen | $199,458 | | 0.0% | 925 | 0.1% | Medical |
ACWV iShares MSCI Global Min Vol Factor ETF | $195,802 | | 0.0% | 1,860 | 0.1% | ETF |
KO Coca-Cola | $189,780 | | 0.0% | 3,102 | 0.1% | Consumer Staples |
FTEC Fidelity MSCI Information Technology Index ETF | $184,203 | $2,338 ▲ | 1.3% | 1,182 | 0.1% | ETF |
AXP American Express | $184,201 | | 0.0% | 809 | 0.1% | Finance |
IEFA iShares Core MSCI EAFE ETF | $182,952 | $163,210 ▼ | -47.1% | 2,465 | 0.1% | ETF |
AOR iShares Core Growth Allocation ETF | $179,881 | $165,684 ▼ | -47.9% | 3,231 | 0.1% | ETF |
LMT Lockheed Martin | $177,399 | | 0.0% | 390 | 0.1% | Aerospace |
ESGV Vanguard ESG US Stock ETF | $170,191 | $94,136 ▼ | -35.6% | 1,826 | 0.0% | ETF |
AVGO Broadcom | $169,652 | | 0.0% | 128 | 0.0% | Computer and Technology |
ABBV AbbVie | $168,078 | | 0.0% | 923 | 0.0% | Medical |
UPS United Parcel Service | $166,855 | $142,339 ▼ | -46.0% | 1,123 | 0.0% | Transportation |
IJJ iShares S&P Mid-Cap 400 Value ETF | $164,778 | | 0.0% | 1,393 | 0.0% | ETF |
CWST Casella Waste Systems | $158,192 | $9,887 ▲ | 6.7% | 1,600 | 0.0% | Industrial Products |
RVT Royce Value Trust | $154,992 | | 0.0% | 10,217 | 0.0% | Finance |
HUM Humana | $149,090 | | 0.0% | 430 | 0.0% | Medical |
XOM Exxon Mobil | $145,835 | $4,648 ▼ | -3.1% | 1,255 | 0.0% | Oils/Energy |
WM Waste Management | $140,679 | $4,263 ▼ | -2.9% | 660 | 0.0% | Business Services |
CRM Salesforce | $140,651 | | 0.0% | 467 | 0.0% | Computer and Technology |
EMR Emerson Electric | $139,393 | | 0.0% | 1,229 | 0.0% | Industrial Products |
CSCO Cisco Systems | $138,600 | | 0.0% | 2,777 | 0.0% | Computer and Technology |
CATC Cambridge Bancorp | $136,320 | | 0.0% | 2,000 | 0.0% | Finance |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
| $135,952 | $92,319 ▼ | -40.4% | 1,480 | 0.0% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $135,759 | | 0.0% | 2,399 | 0.0% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $134,426 | $29,928 ▼ | -18.2% | 1,352 | 0.0% | ETF |
JAAA Janus Henderson AAA CLO ETF | $130,858 | $19,230 ▼ | -12.8% | 2,579 | 0.0% | ETF |
HON Honeywell International | $130,334 | | 0.0% | 635 | 0.0% | Multi-Sector Conglomerates |
GD General Dynamics | $127,121 | | 0.0% | 450 | 0.0% | Aerospace |
TSLA Tesla | $124,987 | | 0.0% | 711 | 0.0% | Auto/Tires/Trucks |
IVE iShares S&P 500 Value ETF | $119,185 | | 0.0% | 638 | 0.0% | ETF |
CVS CVS Health | $118,842 | | 0.0% | 1,490 | 0.0% | Retail/Wholesale |
TJX TJX Companies | $117,572 | | 0.0% | 1,159 | 0.0% | Retail/Wholesale |
SPYG SPDR Portfolio S&P 500 Growth ETF | $117,040 | | 0.0% | 1,600 | 0.0% | ETF |
DNP DNP Select Income Fund | $115,779 | | 0.0% | 12,765 | 0.0% | Finance |
ITW Illinois Tool Works | $112,430 | | 0.0% | 419 | 0.0% | Industrial Products |
CVX Chevron | $111,680 | $5,205 ▼ | -4.5% | 708 | 0.0% | Oils/Energy |
PAYX Paychex | $111,536 | $9,950 ▼ | -8.2% | 908 | 0.0% | Business Services |
MDY SPDR S&P MidCap 400 ETF Trust | $110,167 | | 0.0% | 198 | 0.0% | ETF |
XT iShares Exponential Technologies ETF | $110,118 | | 0.0% | 1,847 | 0.0% | Manufacturing |
EEM iShares MSCI Emerging Markets ETF | $107,219 | | 0.0% | 2,610 | 0.0% | Finance |
AA Alcoa | $101,370 | | 0.0% | 3,000 | 0.0% | Industrial Products |
ITA iShares U.S. Aerospace & Defense ETF | $99,211 | | 0.0% | 752 | 0.0% | ETF |
ACN Accenture | $98,437 | | 0.0% | 284 | 0.0% | Business Services |
ORCL Oracle | $88,053 | | 0.0% | 701 | 0.0% | Computer and Technology |
GSST Goldman Sachs Access Ultra Short Bond ETF | $83,891 | $86,308 ▼ | -50.7% | 1,666 | 0.0% | ETF |
CMCSA Comcast | $83,622 | | 0.0% | 1,929 | 0.0% | Consumer Discretionary |
IYC iShares U.S. Consumer Discretionary ETF | $81,970 | | 0.0% | 1,000 | 0.0% | ETF |
LQDH iShares Interest Rate Hedged Corporate Bond ETF | $81,815 | | 0.0% | 870 | 0.0% | ETF |
DE Deere & Company | $80,094 | | 0.0% | 195 | 0.0% | Industrial Products |
KR Kroger | $79,868 | | 0.0% | 1,398 | 0.0% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $79,815 | | 0.0% | 769 | 0.0% | ETF |
CARR Carrier Global | $78,592 | $5,813 ▼ | -6.9% | 1,352 | 0.0% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $77,813 | $47,524 ▼ | -37.9% | 1,508 | 0.0% | ETF |
ABT Abbott Laboratories | $75,129 | | 0.0% | 661 | 0.0% | Medical |
VNQ Vanguard Real Estate ETF | $73,508 | $8,648 ▼ | -10.5% | 850 | 0.0% | ETF |
SPGI S&P Global | $71,901 | | 0.0% | 169 | 0.0% | Business Services |
AGM Federal Agricultural Mortgage | $71,664 | | 0.0% | 364 | 0.0% | Finance |
MRK Merck & Co., Inc. | $70,725 | $4,750 ▼ | -6.3% | 536 | 0.0% | Medical |
CNI Canadian National Railway | $70,070 | | 0.0% | 532 | 0.0% | Transportation |
CDW CDW | $69,572 | | 0.0% | 272 | 0.0% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $69,146 | | 0.0% | 332 | 0.0% | ETF |
IAU iShares Gold Trust | $68,980 | | 0.0% | 1,642 | 0.0% | Finance |
MAR Marriott International | $67,367 | | 0.0% | 267 | 0.0% | Consumer Discretionary |
RFI Cohen & Steers Total Return Realty Fund | $67,179 | | 0.0% | 5,650 | 0.0% | Finance |
ZTR Virtus Global Dividend & Income Fund | $66,283 | | 0.0% | 11,900 | 0.0% | Finance |
HDV iShares Core High Dividend ETF | $66,126 | $7,494 ▼ | -10.2% | 600 | 0.0% | ETF |
CNRG SPDR S&P Kensho Clean Power ETF | $65,342 | $10,102 ▼ | -13.4% | 1,009 | 0.0% | ETF |
IDXX IDEXX Laboratories | $64,792 | | 0.0% | 120 | 0.0% | Medical |
KMB Kimberly-Clark | $64,416 | | 0.0% | 498 | 0.0% | Consumer Staples |
BLK BlackRock | $64,195 | | 0.0% | 77 | 0.0% | Finance |
GILD Gilead Sciences | $62,849 | | 0.0% | 858 | 0.0% | Medical |
SYK Stryker | $62,269 | | 0.0% | 174 | 0.0% | Medical |
TIP iShares TIPS Bond ETF | $61,944 | $42,942 ▼ | -40.9% | 577 | 0.0% | ETF |
TSCO Tractor Supply | $59,991 | | 0.0% | 229 | 0.0% | Retail/Wholesale |
ELV Elevance Health | $59,632 | | 0.0% | 115 | 0.0% | Medical |
MTB M&T Bank | $58,238 | $146 ▼ | -0.2% | 400 | 0.0% | Finance |
KMI Kinder Morgan | $57,452 | $972 ▲ | 1.7% | 3,133 | 0.0% | Oils/Energy |
MPC Marathon Petroleum | $57,428 | | 0.0% | 285 | 0.0% | Oils/Energy |
CAT Caterpillar | $56,797 | | 0.0% | 155 | 0.0% | Industrial Products |
OTIS Otis Worldwide | $54,599 | $4,964 ▼ | -8.3% | 550 | 0.0% | Construction |
ZTS Zoetis | $54,486 | | 0.0% | 322 | 0.0% | Medical |
OSW OneSpaWorld | $54,336 | | 0.0% | 4,107 | 0.0% | Consumer Discretionary |
JPIE JPMorgan Income ETF | $53,989 | $155,133 ▼ | -74.2% | 1,185 | 0.0% | ETF |
DHR Danaher | $53,940 | $1,998 ▼ | -3.6% | 216 | 0.0% | Multi-Sector Conglomerates |
VHT Vanguard Health Care ETF | $52,481 | $21,912 ▼ | -29.5% | 194 | 0.0% | ETF |
FDX FedEx | $52,153 | | 0.0% | 180 | 0.0% | Transportation |
NOBL ProShares S&P 500 Aristocrats ETF | $50,705 | | 0.0% | 500 | 0.0% | ETF |
GE General Electric | $50,261 | $43,934 ▼ | -46.6% | 286 | 0.0% | Transportation |
DHI D.R. Horton | $49,859 | | 0.0% | 303 | 0.0% | Construction |
NUV Nuveen Municipal Value Fund | $49,699 | $148,069 ▼ | -74.9% | 5,706 | 0.0% | Finance |
IBB iShares Biotechnology ETF | $48,266 | $20,705 ▼ | -30.0% | 352 | 0.0% | Finance |
AZO AutoZone | $47,275 | | 0.0% | 15 | 0.0% | Retail/Wholesale |
SUB iShares Short-Term National Muni Bond ETF | $47,129 | | 0.0% | 450 | 0.0% | ETF |
T AT&T | $47,034 | $2,024 ▼ | -4.1% | 2,672 | 0.0% | Computer and Technology |
ETN Eaton | $46,902 | | 0.0% | 150 | 0.0% | Industrial Products |
MA Mastercard | $45,749 | | 0.0% | 95 | 0.0% | Business Services |
AME AMETEK | $45,176 | | 0.0% | 247 | 0.0% | Computer and Technology |
SLV iShares Silver Trust | $44,909 | | 0.0% | 1,974 | 0.0% | ETF |
A Agilent Technologies | $43,653 | | 0.0% | 300 | 0.0% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $42,651 | | 0.0% | 460 | 0.0% | ETF |
NFLX Netflix | $42,513 | | 0.0% | 70 | 0.0% | Consumer Discretionary |
SCHM Schwab U.S. Mid-Cap ETF | $42,506 | | 0.0% | 522 | 0.0% | ETF |
LECO Lincoln Electric | $42,403 | | 0.0% | 166 | 0.0% | Industrial Products |
LH Laboratory Co. of America | $41,507 | | 0.0% | 190 | 0.0% | Medical |
HAL Halliburton | $39,735 | | 0.0% | 1,008 | 0.0% | Oils/Energy |
WFC Wells Fargo & Company | $39,471 | $34,776 ▼ | -46.8% | 681 | 0.0% | Finance |
DIS Walt Disney | $39,335 | $12,254 ▼ | -23.8% | 321 | 0.0% | Consumer Discretionary |
IHAK iShares Cybersecurity and Tech ETF | $38,886 | | 0.0% | 830 | 0.0% | ETF |
TD Toronto-Dominion Bank | $38,885 | | 0.0% | 644 | 0.0% | Finance |
APD Air Products and Chemicals | $38,763 | | 0.0% | 160 | 0.0% | Basic Materials |
BDX Becton, Dickinson and Company | $38,602 | | 0.0% | 156 | 0.0% | Medical |
COP ConocoPhillips | $37,929 | $4,455 ▼ | -10.5% | 298 | 0.0% | Oils/Energy |
AON AON | $37,043 | $3,671 ▼ | -9.0% | 111 | 0.0% | Finance |
DFAT Dimensional U.S. Targeted Value ETF | $36,740 | | 0.0% | 675 | 0.0% | ETF |
MMM 3M | $36,170 | $15,911 ▼ | -30.5% | 341 | 0.0% | Multi-Sector Conglomerates |
SKYY First Trust Cloud Computing ETF | $35,468 | | 0.0% | 371 | 0.0% | Manufacturing |
BAC Bank of America | $35,228 | | 0.0% | 929 | 0.0% | Finance |
BMY Bristol-Myers Squibb | $35,033 | | 0.0% | 646 | 0.0% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $34,609 | | 0.0% | 510 | 0.0% | Manufacturing |
VUG Vanguard Growth ETF | $34,420 | $13,080 ▼ | -27.5% | 100 | 0.0% | ETF |
IWR iShares Russell Mid-Cap ETF | $34,141 | | 0.0% | 406 | 0.0% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $33,989 | $204,742 ▼ | -85.8% | 799 | 0.0% | ETF |
NEE NextEra Energy | $33,936 | $3,579 ▼ | -9.5% | 531 | 0.0% | Utilities |
SCHV Schwab U.S. Large-Cap Value ETF | $33,811 | | 0.0% | 445 | 0.0% | ETF |
SYY Sysco | $33,609 | | 0.0% | 414 | 0.0% | Consumer Staples |
LHX L3Harris Technologies | $33,031 | | 0.0% | 155 | 0.0% | Aerospace |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $33,008 | | 0.0% | 288 | 0.0% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $32,613 | $56,094 ▼ | -63.2% | 1,250 | 0.0% | ETF |
BLDR Builders FirstSource | $32,325 | | 0.0% | 155 | 0.0% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $31,962 | | 0.0% | 397 | 0.0% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $31,689 | | 0.0% | 415 | 0.0% | ETF |
TSN Tyson Foods | $31,362 | | 0.0% | 534 | 0.0% | Consumer Staples |
SCHX Schwab US Large-Cap ETF | $30,906 | | 0.0% | 498 | 0.0% | ETF |
SBUX Starbucks | $30,433 | | 0.0% | 333 | 0.0% | Retail/Wholesale |
ICE Intercontinental Exchange | $29,547 | | 0.0% | 215 | 0.0% | Finance |
IDV iShares International Select Dividend ETF | $29,021 | | 0.0% | 1,035 | 0.0% | ETF |
HPQ HP | $28,860 | | 0.0% | 955 | 0.0% | Computer and Technology |
GIS General Mills | $27,988 | | 0.0% | 400 | 0.0% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $27,549 | $17,673 ▲ | 178.9% | 106 | 0.0% | ETF |
IDRV iShares Self-Driving EV and Tech ETF | $26,936 | | 0.0% | 857 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $26,688 | | 0.0% | 542 | 0.0% | ETF |
BAX Baxter International | $26,584 | | 0.0% | 622 | 0.0% | Medical |
VIS Vanguard Industrials ETF | $26,368 | | 0.0% | 108 | 0.0% | ETF |
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund | $26,149 | | 0.0% | 754 | 0.0% | ETF |
BC Brunswick | $25,771 | | 0.0% | 267 | 0.0% | Consumer Discretionary |
NKE NIKE | $25,563 | | 0.0% | 272 | 0.0% | Consumer Discretionary |
DUK Duke Energy | $25,338 | | 0.0% | 262 | 0.0% | Utilities |
CSX CSX | $25,245 | | 0.0% | 681 | 0.0% | Transportation |
ACWX iShares MSCI ACWI ex U.S. ETF | $24,826 | | 0.0% | 465 | 0.0% | Manufacturing |
ICLN iShares Global Clean Energy ETF | $24,339 | $26,562 ▼ | -52.2% | 1,741 | 0.0% | ETF |
DTE DTE Energy | $23,998 | | 0.0% | 214 | 0.0% | Utilities |
TGT Target | $23,392 | | 0.0% | 132 | 0.0% | Retail/Wholesale |
VEU Vanguard FTSE All-World ex-US ETF | $22,932 | | 0.0% | 391 | 0.0% | ETF |
PDCO Patterson Companies | $22,784 | | 0.0% | 824 | 0.0% | Medical |
BR Broadridge Financial Solutions | $22,739 | | 0.0% | 111 | 0.0% | Business Services |
EFV iShares MSCI EAFE Value ETF | $22,467 | $4,950 ▼ | -18.1% | 413 | 0.0% | ETF |
MET MetLife | $22,233 | | 0.0% | 300 | 0.0% | Finance |
ADBE Adobe | $22,202 | $6,055 ▼ | -21.4% | 44 | 0.0% | Computer and Technology |
SCCO Southern Copper | $22,050 | | 0.0% | 207 | 0.0% | Basic Materials |
MCK McKesson | $22,011 | | 0.0% | 41 | 0.0% | Medical |
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF | $21,870 | | 0.0% | 810 | 0.0% | Manufacturing |
AOM iShares Core Moderate Allocation ETF | $21,818 | $4,920 ▼ | -18.4% | 510 | 0.0% | ETF |
QLTA iShares Aaa - A Rated Corporate Bond ETF | $21,366 | | 0.0% | 450 | 0.0% | ETF |
IWF iShares Russell 1000 Growth ETF | $21,234 | $81,228 ▼ | -79.3% | 63 | 0.0% | ETF |
VYMI Vanguard International High Dividend Yield ETF | $20,640 | | 0.0% | 300 | 0.0% | ETF |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $20,024 | | 0.0% | 451 | 0.0% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $19,853 | | 0.0% | 346 | 0.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $19,358 | | 0.0% | 160 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $19,176 | $9,131 ▼ | -32.3% | 168 | 0.0% | ETF |
FSTA Fidelity MSCI Consumer Staples Index ETF | $19,032 | | 0.0% | 400 | 0.0% | ETF |
WMT Walmart | $18,773 | $12,515 ▲ | 200.0% | 312 | 0.0% | Retail/Wholesale |
SDG iShares MSCI Global Sustainable Development Goals ETF | $18,654 | $7,005 ▼ | -27.3% | 237 | 0.0% | Manufacturing |
VIGI Vanguard International Dividend Appreciation ETF | $18,344 | | 0.0% | 225 | 0.0% | ETF |
UNP Union Pacific | $18,199 | $4,181 ▼ | -18.7% | 74 | 0.0% | Transportation |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $18,044 | | 0.0% | 1,630 | 0.0% | Financial Services |
AZN AstraZeneca | $17,886 | | 0.0% | 264 | 0.0% | Medical |
XLF Financial Select Sector SPDR Fund | $17,775 | | 0.0% | 422 | 0.0% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $17,535 | $33,943 ▼ | -65.9% | 700 | 0.0% | ETF |
KOMP SPDR S&P Kensho New Economies Composite ETF | $16,155 | | 0.0% | 336 | 0.0% | ETF |
PKG Packaging Co. of America | $15,942 | | 0.0% | 84 | 0.0% | Industrial Products |
EATON VANCE MUN BD FD COM
| $15,784 | | 0.0% | 1,525 | 0.0% | CEF |
TXN Texas Instruments | $15,679 | $4,181 ▼ | -21.1% | 90 | 0.0% | Computer and Technology |
TRV Travelers Companies | $15,419 | | 0.0% | 67 | 0.0% | Finance |
FBT First Trust NYSE Arca Biotechnology Index Fund | $15,069 | | 0.0% | 98 | 0.0% | ETF |
SNA Snap-on | $14,811 | | 0.0% | 50 | 0.0% | Consumer Discretionary |
ROK Rockwell Automation | $14,567 | | 0.0% | 50 | 0.0% | Industrial Products |
USB U.S. Bancorp | $14,304 | | 0.0% | 320 | 0.0% | Finance |
MLPA Global X MLP ETF | $14,032 | | 0.0% | 291 | 0.0% | ETF |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $13,912 | $15,561 ▼ | -52.8% | 405 | 0.0% | Manufacturing |
VTV Vanguard Value ETF | $13,843 | $14,657 ▼ | -51.4% | 85 | 0.0% | ETF |
PYPL PayPal | $13,800 | | 0.0% | 206 | 0.0% | Computer and Technology |
VMO Invesco Municipal Opportunity Trust | $13,729 | | 0.0% | 1,411 | 0.0% | Finance |
BLACKROCK MUNI INCOME TR II COM
| $13,727 | | 0.0% | 1,264 | 0.0% | CEF |
MUI BlackRock Municipal Income Fund | $13,604 | | 0.0% | 1,128 | 0.0% | Financial Services |
AOK iShares Core Conservative Allocation ETF | $13,552 | $10,127 ▼ | -42.8% | 368 | 0.0% | ETF |
ORLY O'Reilly Automotive | $13,547 | | 0.0% | 12 | 0.0% | Retail/Wholesale |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $13,472 | $54,211 ▼ | -80.1% | 543 | 0.0% | ETF |
ZBH Zimmer Biomet | $13,198 | | 0.0% | 100 | 0.0% | Medical |
EAOA iShares ESG Aware Aggressive Allocation ETF | $13,121 | $10,088 ▼ | -43.5% | 385 | 0.0% | ETF |
NZF Nuveen Municipal Credit Income Fund | $13,085 | $3,672 ▼ | -21.9% | 1,069 | 0.0% | Financial Services |
VDE Vanguard Energy ETF | $12,775 | | 0.0% | 97 | 0.0% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $12,331 | | 0.0% | 120 | 0.0% | ETF |
TROW T. Rowe Price Group | $12,192 | | 0.0% | 100 | 0.0% | Finance |
PMO Putnam Municipal Opportunities Trust | $12,101 | | 0.0% | 1,191 | 0.0% | Finance |
KRBN KraneShares Global Carbon Strategy ETF | $12,089 | $34,944 ▼ | -74.3% | 393 | 0.0% | ETF |
TEL TE Connectivity | $12,055 | | 0.0% | 83 | 0.0% | Computer and Technology |
FSLR First Solar | $11,647 | | 0.0% | 69 | 0.0% | Oils/Energy |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $11,534 | | 0.0% | 550 | 0.0% | ETF |
CEG Constellation Energy | $11,461 | | 0.0% | 62 | 0.0% | Oils/Energy |
FXD First Trust Consumer Discretionary AlphaDEX Fund | $11,423 | | 0.0% | 177 | 0.0% | ETF |
AMP Ameriprise Financial | $11,399 | $6,138 ▼ | -35.0% | 26 | 0.0% | Finance |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $11,134 | | 0.0% | 545 | 0.0% | ETF |
SCHW Charles Schwab | $10,851 | | 0.0% | 150 | 0.0% | Finance |
GOVT iShares U.S. Treasury Bond ETF | $10,520 | | 0.0% | 462 | 0.0% | ETF |
STZ Constellation Brands | $10,327 | | 0.0% | 38 | 0.0% | Consumer Staples |
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $10,303 | | 0.0% | 225 | 0.0% | ETF |
MMC Marsh & McLennan Companies | $10,299 | | 0.0% | 50 | 0.0% | Finance |
AJG Arthur J. Gallagher & Co. | $10,252 | $6,501 ▼ | -38.8% | 41 | 0.0% | Finance |
LOW Lowe's Companies | $10,189 | | 0.0% | 40 | 0.0% | Retail/Wholesale |
MVF BlackRock MuniVest Fund | $10,117 | | 0.0% | 1,433 | 0.0% | Finance |
PGR Progressive | $9,721 | | 0.0% | 47 | 0.0% | Finance |
NVG Nuveen AMT-Free Municipal Credit Income Fund | $9,708 | $60,751 ▼ | -86.2% | 799 | 0.0% | Financial Services |
MDT Medtronic | $9,587 | | 0.0% | 110 | 0.0% | Medical |
SDY SPDR S&P Dividend ETF | $9,449 | | 0.0% | 72 | 0.0% | ETF |
PH Parker-Hannifin | $9,448 | | 0.0% | 17 | 0.0% | Industrial Products |
GM General Motors | $9,428 | $45 ▲ | 0.5% | 208 | 0.0% | Auto/Tires/Trucks |
VOE Vanguard Mid-Cap Value ETF | $9,355 | | 0.0% | 60 | 0.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $9,339 | | 0.0% | 81 | 0.0% | ETF |
BGRN iShares USD Green Bond ETF | $9,279 | $13,825 ▼ | -59.8% | 198 | 0.0% | Manufacturing |
CXE MFS High Income Municipal Trust | $9,137 | | 0.0% | 2,517 | 0.0% | Finance |
EBAY eBay | $9,131 | | 0.0% | 173 | 0.0% | Retail/Wholesale |
EW Edwards Lifesciences | $9,078 | | 0.0% | 95 | 0.0% | Medical |
CL Colgate-Palmolive | $9,005 | | 0.0% | 100 | 0.0% | Consumer Staples |
LULU Lululemon Athletica | $8,985 | | 0.0% | 23 | 0.0% | Consumer Discretionary |
VXUS Vanguard Total International Stock ETF | $8,924 | $8,924 ▲ | New Holding | 148 | 0.0% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $8,878 | | 0.0% | 193 | 0.0% | ETF |
BX Blackstone | $8,670 | | 0.0% | 66 | 0.0% | Finance |
VFH Vanguard Financials ETF | $8,601 | | 0.0% | 84 | 0.0% | ETF |
GEHC GE HealthCare Technologies | $8,546 | $7,546 ▼ | -46.9% | 94 | 0.0% | Medical |
APLE Apple Hospitality REIT | $8,190 | | 0.0% | 500 | 0.0% | Finance |
VAW Vanguard Materials ETF | $8,177 | | 0.0% | 40 | 0.0% | ETF |
BFZ BlackRock California Municipal Income Trust | $8,168 | | 0.0% | 691 | 0.0% | Financial Services |
TAN Invesco Solar ETF | $8,167 | $5,309 ▼ | -39.4% | 180 | 0.0% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $7,810 | | 0.0% | 162 | 0.0% | ETF |
STT State Street | $7,732 | | 0.0% | 100 | 0.0% | Finance |
VBR Vanguard Small-Cap Value ETF | $7,675 | | 0.0% | 40 | 0.0% | ETF |
FTRE Fortrea | $7,627 | | 0.0% | 190 | 0.0% | Medical |
CB Chubb | $7,515 | | 0.0% | 29 | 0.0% | Finance |
EAOM iShares ESG Aware Moderate Allocation ETF | $7,453 | | 0.0% | 276 | 0.0% | ETF |
MLKN MillerKnoll | $7,428 | | 0.0% | 300 | 0.0% | Consumer Discretionary |
VCR Vanguard Consumer Discretionary ETF | $7,308 | | 0.0% | 23 | 0.0% | ETF |
BKNG Booking | $7,256 | | 0.0% | 2 | 0.0% | Retail/Wholesale |
IEUR iShares Core MSCI Europe ETF | $7,231 | | 0.0% | 125 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $7,196 | | 0.0% | 285 | 0.0% | ETF |
DRI Darden Restaurants | $7,187 | | 0.0% | 43 | 0.0% | Retail/Wholesale |
DEO Diageo | $7,140 | | 0.0% | 48 | 0.0% | Consumer Staples |
DFS Discover Financial Services | $7,079 | | 0.0% | 54 | 0.0% | Finance |
EXC Exelon | $7,063 | | 0.0% | 188 | 0.0% | Utilities |
VLUE iShares MSCI USA Value Factor ETF | $7,040 | $9,639 ▼ | -57.8% | 65 | 0.0% | ETF |
LIT Global X Lithium & Battery Tech ETF | $7,020 | $6,567 ▼ | -48.3% | 155 | 0.0% | ETF |
DOV Dover | $6,910 | | 0.0% | 39 | 0.0% | Industrial Products |
VMBS Vanguard Mortgage-Backed Securities ETF | $6,842 | | 0.0% | 150 | 0.0% | ETF |
DOW DOW | $6,720 | | 0.0% | 116 | 0.0% | Basic Materials |
AMT American Tower | $6,718 | | 0.0% | 34 | 0.0% | Finance |
DTM DT Midstream | $6,538 | | 0.0% | 107 | 0.0% | Oils/Energy |
NVS Novartis | $6,481 | | 0.0% | 67 | 0.0% | Medical |
AMAT Applied Materials | $6,187 | | 0.0% | 30 | 0.0% | Computer and Technology |
PNC The PNC Financial Services Group | $6,141 | | 0.0% | 38 | 0.0% | Finance |
ARKQ ARK Autonomous Technology & Robotics ETF | $6,128 | | 0.0% | 112 | 0.0% | ETF |
CLX Clorox | $6,124 | | 0.0% | 40 | 0.0% | Consumer Staples |
ED Consolidated Edison | $6,084 | | 0.0% | 67 | 0.0% | Utilities |
ZM Zoom Video Communications | $6,014 | | 0.0% | 92 | 0.0% | Computer and Technology |
HAS Hasbro | $5,935 | | 0.0% | 105 | 0.0% | Consumer Discretionary |
MCHP Microchip Technology | $5,921 | | 0.0% | 66 | 0.0% | Computer and Technology |
VDC Vanguard Consumer Staples ETF | $5,920 | | 0.0% | 29 | 0.0% | ETF |
TDIV First Trust NASDAQ Technology Dividend Index Fund | $5,852 | | 0.0% | 84 | 0.0% | Manufacturing |
SON Sonoco Products | $5,784 | | 0.0% | 100 | 0.0% | Industrial Products |
ADI Analog Devices | $5,736 | | 0.0% | 29 | 0.0% | Computer and Technology |
JCI Johnson Controls International | $5,683 | | 0.0% | 87 | 0.0% | Industrial Products |
GDX VanEck Gold Miners ETF | $5,534 | | 0.0% | 175 | 0.0% | ETF |
FENY Fidelity MSCI Energy Index ETF | $5,407 | | 0.0% | 209 | 0.0% | ETF |
INTU Intuit | $5,200 | | 0.0% | 8 | 0.0% | Computer and Technology |
VOX Vanguard Communication Services ETF | $5,118 | | 0.0% | 39 | 0.0% | ETF |
PANW Palo Alto Networks | $5,114 | | 0.0% | 18 | 0.0% | Computer and Technology |
JETS U.S. Global Jets ETF | $4,958 | | 0.0% | 236 | 0.0% | ETF |
REDDIT INC CL A
| $4,932 | $4,932 ▲ | New Holding | 100 | 0.0% | Stock |
NLY Annaly Capital Management | $4,923 | | 0.0% | 250 | 0.0% | Finance |
D Dominion Energy | $4,919 | | 0.0% | 100 | 0.0% | Utilities |
CTAS Cintas | $4,809 | | 0.0% | 7 | 0.0% | Industrial Products |
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | $4,804 | | 0.0% | 104 | 0.0% | ETF |
NAD Nuveen Quality Municipal Income Fund | $4,802 | | 0.0% | 419 | 0.0% | Financial Services |
ENB Enbridge | $4,776 | | 0.0% | 132 | 0.0% | Oils/Energy |
MYD BlackRock MuniYield Fund | $4,656 | | 0.0% | 421 | 0.0% | Finance |
RGR Sturm, Ruger & Company, Inc. | $4,615 | | 0.0% | 100 | 0.0% | Consumer Discretionary |
KD Kyndryl | $4,570 | | 0.0% | 210 | 0.0% | Business Services |
IBHE iShares iBonds 2025 Term High Yield and Income ETF | $4,489 | | 0.0% | 192 | 0.0% | ETF |
IWN iShares Russell 2000 Value ETF | $4,447 | | 0.0% | 28 | 0.0% | ETF |
MO Altria Group | $4,362 | | 0.0% | 100 | 0.0% | Consumer Staples |
IWO iShares Russell 2000 Growth ETF | $4,333 | | 0.0% | 16 | 0.0% | ETF |
IP International Paper | $4,253 | | 0.0% | 109 | 0.0% | Basic Materials |
QCOM QUALCOMM | $4,233 | | 0.0% | 25 | 0.0% | Computer and Technology |
SWK Stanley Black & Decker | $4,179 | | 0.0% | 43 | 0.0% | Industrial Products |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $4,091 | | 0.0% | 180 | 0.0% | ETF |
MQT BlackRock MuniYield Quality Fund II | $4,025 | | 0.0% | 383 | 0.0% | Finance |
PMM Putnam Managed Municipal Income Trust | $4,013 | | 0.0% | 670 | 0.0% | Finance |
ACLS Axcelis Technologies | $3,903 | | 0.0% | 35 | 0.0% | Computer and Technology |
XLRE Real Estate Select Sector SPDR Fund | $3,795 | | 0.0% | 96 | 0.0% | ETF |
AFB AllianceBernstein National Municipal Income Fund | $3,792 | | 0.0% | 345 | 0.0% | Financial Services |
MDLZ Mondelez International | $3,780 | | 0.0% | 54 | 0.0% | Consumer Staples |
FMN Federated Hermes Premier Municipal Income Fund | $3,686 | | 0.0% | 333 | 0.0% | Financial Services |
BHB Bar Harbor Bankshares | $3,625 | $31,540 ▼ | -89.7% | 137 | 0.0% | Finance |
O Realty Income | $3,625 | $3,300 ▼ | -47.7% | 67 | 0.0% | Finance |
SHEL Shell | $3,620 | | 0.0% | 54 | 0.0% | Oils/Energy |
FTS Fortis | $3,595 | | 0.0% | 91 | 0.0% | Utilities |
KLAC KLA | $3,493 | | 0.0% | 5 | 0.0% | Computer and Technology |
MVT BlackRock MuniVest Fund II | $3,480 | | 0.0% | 319 | 0.0% | Finance |
UTF Cohen & Steers Infrastructure Fund | $3,465 | | 0.0% | 147 | 0.0% | Financial Services |
IYH iShares U.S. Healthcare ETF | $3,405 | $2,724 ▲ | 400.0% | 55 | 0.0% | ETF |
LEO BNY Mellon Strategic Municipals | $3,398 | | 0.0% | 557 | 0.0% | Finance |
DSM BNY Mellon Strategic Municipal Bond Fund | $3,311 | | 0.0% | 565 | 0.0% | Finance |
VGM Invesco Trust for Investment Grade Municipals | $3,155 | | 0.0% | 320 | 0.0% | Finance |
VKI Invesco Advantage Municipal Income Trust II | $3,094 | | 0.0% | 364 | 0.0% | Finance |
F Ford Motor | $3,052 | $1,247 ▼ | -29.0% | 230 | 0.0% | Auto/Tires/Trucks |
CMU MFS High Yield Municipal Trust | $2,811 | | 0.0% | 844 | 0.0% | Finance |
CRSP CRISPR Therapeutics | $2,795 | | 0.0% | 41 | 0.0% | Medical |
AMD Advanced Micro Devices | $2,707 | | 0.0% | 15 | 0.0% | Computer and Technology |
X United States Steel | $2,610 | | 0.0% | 64 | 0.0% | Basic Materials |
PZC PIMCO California Municipal Income Fund III | $2,603 | | 0.0% | 343 | 0.0% | Financial Services |
YETI YETI | $2,506 | | 0.0% | 65 | 0.0% | Consumer Discretionary |
TNET TriNet Group | $2,385 | | 0.0% | 18 | 0.0% | Business Services |
BIP Brookfield Infrastructure Partners | $2,341 | | 0.0% | 75 | 0.0% | Finance |
RIVN Rivian Automotive | $2,190 | | 0.0% | 200 | 0.0% | Auto/Tires/Trucks |
NCLH Norwegian Cruise Line | $2,093 | | 0.0% | 100 | 0.0% | Consumer Discretionary |
VTRS Viatris | $1,827 | $585 ▼ | -24.3% | 153 | 0.0% | Medical |
PBI Pitney Bowes | $1,797 | | 0.0% | 415 | 0.0% | Computer and Technology |
CRBN iShares MSCI ACWI Low Carbon Target ETF | $1,795 | | 0.0% | 10 | 0.0% | ETF |
GMED Globus Medical | $1,448 | | 0.0% | 27 | 0.0% | Medical |
MUC BlackRock MuniHoldings California Quality Fund | $1,189 | | 0.0% | 108 | 0.0% | Finance |
WST West Pharmaceutical Services | $1,187 | | 0.0% | 3 | 0.0% | Medical |
WBD Warner Bros. Discovery | $1,117 | $986 ▼ | -46.9% | 128 | 0.0% | Consumer Discretionary |
SLF Sun Life Financial | $1,090 | | 0.0% | 20 | 0.0% | Finance |
MYI BlackRock MuniYield Quality Fund III | $974 | | 0.0% | 85 | 0.0% | Finance |
ACHR Archer Aviation | $924 | | 0.0% | 200 | 0.0% | Aerospace |
XRX Xerox | $895 | | 0.0% | 50 | 0.0% | Industrial Products |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $832 | $832 ▲ | New Holding | 27 | 0.0% | ETF |
EAOR iShares ESG Aware Growth Allocation ETF | $699 | $1,368 ▼ | -66.2% | 23 | 0.0% | ETF |
JHI John Hancock Investors Trust | $660 | | 0.0% | 50 | 0.0% | Finance |
SRPT Sarepta Therapeutics | $647 | | 0.0% | 5 | 0.0% | Medical |
MYN BlackRock MuniYield New York Quality Fund | $631 | | 0.0% | 60 | 0.0% | Finance |
MQY BlackRock MuniYield Quality Fund | $564 | | 0.0% | 46 | 0.0% | Finance |
MHN BlackRock MuniHoldings New York Quality Fund | $508 | | 0.0% | 48 | 0.0% | Finance |
EMBC Embecta | $358 | | 0.0% | 27 | 0.0% | Medical |
PMF PIMCO Municipal Income Fund | $355 | | 0.0% | 38 | 0.0% | Financial Services |
BIPC Brookfield Infrastructure | $252 | | 0.0% | 7 | 0.0% | Utilities |
ZIMV ZimVie | $165 | | 0.0% | 10 | 0.0% | Medical |
CNDT Conduent | $135 | | 0.0% | 40 | 0.0% | Business Services |
TLRY Tilray | $12 | | 0.0% | 5 | 0.0% | Consumer Staples |
FRCB First Republic Bank | $1 | | 0.0% | 32 | 0.0% | Finance |
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF | $0 | $42,186 ▼ | -100.0% | 0 | 0.0% | ETF |
IWB iShares Russell 1000 ETF | $0 | $24,915 ▼ | -100.0% | 0 | 0.0% | ETF |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $0 | $18,407 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
SCHH Schwab U.S. REIT ETF | $0 | $11,494 ▼ | -100.0% | 0 | 0.0% | ETF |
WEC WEC Energy Group | $0 | $10,521 ▼ | -100.0% | 0 | 0.0% | Utilities |
VV Vanguard Large-Cap ETF | $0 | $10,471 ▼ | -100.0% | 0 | 0.0% | ETF |
BLV Vanguard Long-Term Bond ETF | $0 | $7,831 ▼ | -100.0% | 0 | 0.0% | ETF |
VGK Vanguard FTSE Europe ETF | $0 | $7,609 ▼ | -100.0% | 0 | 0.0% | ETF |
REET iShares Global REIT ETF | $0 | $7,593 ▼ | -100.0% | 0 | 0.0% | ETF |
GLW Corning | $0 | $5,938 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IWS iShares Russell Mid-Cap Value ETF | $0 | $5,815 ▼ | -100.0% | 0 | 0.0% | ETF |
NUE Nucor | $0 | $4,699 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
AVY Avery Dennison | $0 | $3,639 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $0 | $3,402 ▼ | -100.0% | 0 | 0.0% | ETF |
CSD Invesco S&P Spin-Off ETF | $0 | $3,160 ▼ | -100.0% | 0 | 0.0% | ETF |
ET Energy Transfer | $0 | $1,104 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
CTVA Corteva | $0 | $527 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
CANOPY GROWTH CORP COM NEW
| $0 | $5 ▼ | -100.0% | 0 | 0.0% | Stock |
AURORA CANNABIS INC COM
| $0 | $2 ▼ | -100.0% | 0 | 0.0% | Stock |
