IVV iShares Core S&P 500 ETF | $42,453,760 | $420,127 â–¼ | -1.0% | 56,689 | 3.7% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $41,904,218 | $8,911,726 â–² | 27.0% | 476,835 | 3.6% | ETF |
DUK Duke Energy | $36,809,995 | $35,855,961 â–² | 3,758.4% | 290,804 | 3.2% | Utilities |
MCD McDonald's | $26,858,023 | $25,596,485 â–² | 2,029.0% | 99,360 | 2.3% | Retail/Wholesale |
ABBV AbbVie | $25,584,671 | $20,475,638 â–² | 400.8% | 101,672 | 2.2% | Medical |
AAPL Apple | $24,243,932 | $1,039,377 â–¼ | -4.1% | 83,785 | 2.1% | Computer and Technology |
XOM ExxonMobil | $21,657,047 | $18,315,739 â–² | 548.2% | 158,404 | 1.9% | Energy |
MO Altria Group | $19,633,984 | $12,559,148 â–² | 177.5% | 272,884 | 1.7% | Consumer Staples |
IVW iShares S&P 500 Growth ETF | $19,311,268 | $1,913,317 â–² | 11.0% | 140,415 | 1.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $18,213,607 | $1,367,398 â–² | 8.1% | 574,381 | 1.6% | ETF |
PG Procter & Gamble | $16,955,681 | $14,705,491 â–² | 653.5% | 115,628 | 1.5% | Consumer Staples |
MSFT Microsoft | $16,749,045 | $279,393 â–² | 1.7% | 44,901 | 1.4% | Computer and Technology |
CVX Chevron | $16,287,341 | $12,304,477 â–² | 308.9% | 98,259 | 1.4% | Energy |
GOOGL Alphabet | $14,685,415 | $436,706 â–¼ | -2.9% | 41,093 | 1.3% | Computer and Technology |
IUSB iShares Core Total USD Bond Market ETF | $14,674,480 | $5,867,780 â–² | 66.6% | 317,974 | 1.3% | Manufacturing |
VOO Vanguard S&P 500 ETF | $14,047,524 | $7,109,271 â–² | 102.5% | 20,453 | 1.2% | ETF |
NVDA NVIDIA | $13,955,283 | $92,642 â–¼ | -0.7% | 69,745 | 1.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $13,627,601 | $190,423 â–¼ | -1.4% | 18,249 | 1.2% | Finance |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $13,570,732 | $54,748 â–² | 0.4% | 199,540 | 1.2% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $13,459,190 | $5,205,981 â–¼ | -27.9% | 61,337 | 1.2% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $13,183,554 | $526,588 â–² | 4.2% | 260,648 | 1.1% | ETF |
IVE iShares S&P 500 Value ETF | $12,839,561 | $1,421,396 â–¼ | -10.0% | 56,547 | 1.1% | ETF |
GOOG Alphabet | $12,094,431 | $61,479 â–¼ | -0.5% | 34,230 | 1.0% | Computer and Technology |
BMY Bristol Myers Squibb | $11,991,399 | $11,532,802 â–² | 2,514.8% | 208,112 | 1.0% | Medical |
SCHZ Schwab U.S. Aggregate Bond ETF | $11,971,306 | $1,204,935 â–² | 11.2% | 517,566 | 1.0% | ETF |
NEE NextEra Energy | $11,770,773 | $10,510,656 â–² | 834.1% | 134,109 | 1.0% | Utilities |
ACWX iShares MSCI ACWI ex U.S. ETF | $10,901,083 | $1,978,556 â–² | 22.2% | 143,228 | 0.9% | Manufacturing |
IBM International Business Machines | $10,668,689 | $8,895,120 â–² | 501.5% | 37,939 | 0.9% | Computer and Technology |
SO Southern | $9,912,800 | $9,610,930 â–² | 3,183.8% | 103,571 | 0.9% | Utilities |
AMZN Amazon.com | $9,381,906 | $347,019 â–² | 3.8% | 39,364 | 0.8% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $9,369,223 | $191,147 â–¼ | -2.0% | 18,724 | 0.8% | Finance |
PEP PepsiCo | $9,236,208 | $7,631,306 â–² | 475.5% | 68,214 | 0.8% | Consumer Staples |
IJR iShares Core S&P Small-Cap ETF | $8,502,374 | $72,821 â–¼ | -0.8% | 57,328 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $8,468,556 | $87,309 â–² | 1.0% | 87,684 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $8,210,048 | $515,711 â–¼ | -5.9% | 106,472 | 0.7% | ETF |
BLACKROCK ETF TRUST
| $7,564,049 | $393,523 â–² | 5.5% | 206,668 | 0.7% | ISHA IN CTRY ETF |
BND Vanguard Total Bond Market ETF | $7,363,930 | $113,272 â–² | 1.6% | 100,312 | 0.6% | ETF |
AVGO Broadcom | $7,152,220 | $469,915 â–¼ | -6.2% | 18,934 | 0.6% | Computer and Technology |
GLD SPDR Gold Shares | $7,069,860 | $2,260,720 â–² | 47.0% | 19,192 | 0.6% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $7,034,966 | $124,338 â–¼ | -1.7% | 72,931 | 0.6% | ETF |
OEF iShares S&P 100 ETF | $6,978,933 | $1,341,272 â–² | 23.8% | 19,075 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $6,785,534 | $293,446 â–¼ | -4.1% | 18,337 | 0.6% | ETF |
BLACKROCK ETF TRUST
| $6,688,639 | $1,353,375 â–¼ | -16.8% | 126,871 | 0.6% | ISHA I IN TE ETF |
VZ Verizon Communications | $6,630,468 | $5,499,400 â–² | 486.2% | 156,601 | 0.6% | Computer and Technology |
JPM JPMorgan Chase & Co. | $6,299,683 | $299,502 â–² | 5.0% | 19,246 | 0.5% | Finance |
JNJ Johnson & Johnson | $6,233,448 | $260,828 â–² | 4.4% | 24,544 | 0.5% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $6,183,401 | $592,868 â–¼ | -8.7% | 86,785 | 0.5% | ETF |
MS Morgan Stanley | $5,958,325 | $40,136 â–² | 0.7% | 28,503 | 0.5% | Finance |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $5,912,273 | $1,307,462 â–¼ | -18.1% | 129,712 | 0.5% | ETF |
CAT Caterpillar | $5,768,633 | $330,123 â–² | 6.1% | 5,417 | 0.5% | Industrials |
PULS PGIM Ultra Short Bond ETF | $5,721,638 | $5,721,638 â–² | New Holding | 115,472 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,688,705 | $182,082 â–¼ | -3.1% | 68,671 | 0.5% | ETF |
MBB iShares MBS ETF | $5,551,160 | $347,739 â–² | 6.7% | 58,730 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,375,314 | $78,321 â–¼ | -1.4% | 22,717 | 0.5% | ETF |
SPMO Invesco S&P 500 Momentum ETF | $5,264,266 | $1,092,334 â–¼ | -17.2% | 32,588 | 0.5% | ETF |
QQQ Invesco QQQ | $5,216,452 | $778,344 â–² | 17.5% | 7,084 | 0.5% | Finance |
VRIG Invesco Variable Rate Investment Grade ETF | $5,203,274 | $847,691 â–² | 19.5% | 207,550 | 0.4% | ETF |
VT Vanguard Total World Stock ETF | $5,004,250 | $72,826 â–¼ | -1.4% | 31,884 | 0.4% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $5,003,779 | $674,342 â–² | 15.6% | 61,729 | 0.4% | Manufacturing |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $4,982,440 | $28,173 â–¼ | -0.6% | 73,748 | 0.4% | ETF |
MUB iShares National Muni Bond ETF | $4,968,599 | $61,021 â–¼ | -1.2% | 46,168 | 0.4% | ETF |
JAAA Janus Henderson AAA CLO ETF | $4,942,935 | $2,040,307 â–² | 70.3% | 97,899 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $4,920,881 | $48,974 â–² | 1.0% | 16,378 | 0.4% | Finance |
UPS United Parcel Service | $4,842,657 | $4,314,080 â–² | 816.2% | 45,048 | 0.4% | Transportation |
VUG Vanguard Growth ETF | $4,751,786 | $4,215,483 â–² | 786.0% | 55,164 | 0.4% | ETF |
BLACKROCK ETF TRUST
| $4,750,395 | $608,016 â–² | 14.7% | 94,310 | 0.4% | ISHA LA CORE ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $4,744,561 | $54,155 â–¼ | -1.1% | 6,746 | 0.4% | ETF |
LLY Eli Lilly and Company | $4,684,780 | $154,720 â–² | 3.4% | 3,906 | 0.4% | Medical |
META Meta Platforms | $4,641,717 | $171,248 â–² | 3.8% | 8,240 | 0.4% | Computer and Technology |
AMLP Alerian MLP ETF | $4,576,931 | $8,452 â–¼ | -0.2% | 88,273 | 0.4% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $4,233,402 | $1,807,301 â–¼ | -29.9% | 98,200 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $4,184,120 | $110,621 â–¼ | -2.6% | 39,299 | 0.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $4,036,525 | $107,932 â–¼ | -2.6% | 177,196 | 0.3% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $4,034,054 | $1,858,976 â–¼ | -31.5% | 41,808 | 0.3% | ETF |
BLACKROCK ETF TRUST
| $3,866,216 | $3,866,216 â–² | New Holding | 137,833 | 0.3% | ISHA SYST AL ETF |
GE VERNOVA INC
| $3,845,664 | $688,530 â–² | 21.8% | 3,273 | 0.3% | COM |
V Visa | $3,826,784 | $39,112 â–¼ | -1.0% | 11,154 | 0.3% | Business Services |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,744,756 | $110,391 â–² | 3.0% | 22,796 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $3,691,988 | $2,955,016 â–² | 401.0% | 134,695 | 0.3% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $3,645,783 | $46,146 â–¼ | -1.2% | 43,532 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $3,645,341 | $2,724,498 â–² | 295.9% | 45,244 | 0.3% | ETF |
CSCO Cisco Systems | $3,638,015 | $11,159 â–² | 0.3% | 30,972 | 0.3% | Computer and Technology |
VTV Vanguard Value ETF | $3,571,873 | $194,176 â–¼ | -5.2% | 16,390 | 0.3% | ETF |
CAPITAL GROUP DIVIDEND GROWE
| $3,526,566 | $24,907 â–² | 0.7% | 94,017 | 0.3% | SHS ETF |
MU Micron Technology | $3,506,608 | $858,761 â–¼ | -19.7% | 3,038 | 0.3% | Computer and Technology |
KLAVIYO INC
| $3,423,170 | $438 â–¼ | 0.0% | 226,700 | 0.3% | COM SER A |
VXUS Vanguard Total International Stock ETF | $3,392,990 | $49,413 â–¼ | -1.4% | 39,689 | 0.3% | ETF |
TSLA Tesla | $3,159,565 | $415,555 â–² | 15.1% | 7,512 | 0.3% | Auto/Tires/Trucks |
GLOBAL X FDS
| $3,146,000 | $274,367 â–² | 9.6% | 52,688 | 0.3% | DEFENSE TECH ETF |
AMD Advanced Micro Devices | $3,122,972 | $91,203 â–¼ | -2.8% | 5,376 | 0.3% | Computer and Technology |
BLACKROCK ETF TRUST II
| $3,078,402 | $3,078,402 â–² | New Holding | 61,213 | 0.3% | ISHA GLO USD ETF |
GLW Corning | $2,925,653 | $6,897 â–² | 0.2% | 11,454 | 0.3% | Computer and Technology |
IYW iShares U.S. Technology ETF | $2,911,309 | $403,073 â–¼ | -12.2% | 11,542 | 0.3% | Manufacturing |
PALANTIR TECHNOLOGIES INC
| $2,898,666 | $21,117 â–² | 0.7% | 24,845 | 0.3% | CL A |
BAC Bank of America | $2,855,123 | $39,089 â–² | 1.4% | 50,107 | 0.2% | Finance |
MATV Mativ | $2,840,612 | | 0.0% | 375,246 | 0.2% | Basic Materials |
TSM Taiwan Semiconductor Manufacturing | $2,719,456 | $48,715 â–² | 1.8% | 5,694 | 0.2% | Computer and Technology |
INTC Intel | $2,689,170 | $334,279 â–² | 14.2% | 19,259 | 0.2% | Computer and Technology |
PM Philip Morris International | $2,640,319 | $106,373 â–¼ | -3.9% | 14,595 | 0.2% | Consumer Staples |
IWB iShares Russell 1000 ETF | $2,626,263 | $202,713 â–¼ | -7.2% | 6,413 | 0.2% | ETF |
