BRK.B Berkshire Hathaway | $15,022,156 | $240,510 ▲ | 1.6% | 30,168 | 13.0% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $7,094,268 | $658,795 ▲ | 10.2% | 34,104 | 6.1% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $6,724,002 | $652,285 ▲ | 10.7% | 74,911 | 5.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,879,750 | $48,049 ▲ | 1.3% | 5,087 | 3.3% | ETF |
AAPL Apple | $3,852,179 | $699,700 ▲ | 22.2% | 11,567 | 3.3% | Technology |
IUSG iShares Core S&P U.S. Growth ETF | $3,580,358 | $262,341 ▲ | 7.9% | 18,479 | 3.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $3,390,231 | $368,216 ▲ | 12.2% | 6,666 | 2.9% | ETF |
COF Capital One Financial | $3,301,471 | $6,757 ▼ | -0.2% | 17,100 | 2.9% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $3,169,865 | $273,312 ▲ | 9.4% | 58,593 | 2.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,050,757 | $266,431 ▲ | 9.6% | 42,401 | 2.6% | ETF |
IWM iShares Russell 2000 ETF | $2,639,253 | $172,300 ▲ | 7.0% | 9,497 | 2.3% | ETF |
AMZN Amazon.com | $2,561,511 | $364,506 ▲ | 16.6% | 10,281 | 2.2% | Consumer Discretionary |
DGRO iShares Core Dividend Growth ETF | $2,200,062 | $406,358 ▲ | 22.7% | 29,182 | 1.9% | ETF |
GOOG Alphabet | $2,030,162 | $27,600 ▲ | 1.4% | 5,958 | 1.8% | Communication Services |
DVY iShares Select Dividend ETF | $1,835,903 | $195,862 ▲ | 11.9% | 12,073 | 1.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,806,318 | $64,204 ▼ | -3.4% | 32,129 | 1.6% | ETF |
SOFI SoFi Technologies | $1,795,774 | $330,041 ▲ | 22.5% | 114,235 | 1.6% | Finance |
JPM JPMorgan Chase & Co. | $1,758,416 | $116,125 ▲ | 7.1% | 5,315 | 1.5% | Finance |
SDY SPDR S&P Dividend ETF | $1,633,152 | $146 ▲ | 0.0% | 11,149 | 1.4% | ETF |
META Meta Platforms | $1,591,412 | $1,173,077 ▲ | 280.4% | 2,195 | 1.4% | Communication Services |
IUSV iShares Core S&P U.S. Value ETF | $1,548,637 | $190,892 ▲ | 14.1% | 14,043 | 1.3% | ETF |
TIDAL TRUST II
| $1,515,041 | $480,659 ▲ | 46.5% | 59,718 | 1.3% | DEFIANCE LARGE |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $1,428,907 | $1,643 ▲ | 0.1% | 16,523 | 1.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,240,195 | $203,253 ▼ | -14.1% | 9,116 | 1.1% | ETF |
AEP American Electric Power | $1,118,145 | $17,321 ▼ | -1.5% | 9,425 | 1.0% | Utilities |
VYM Vanguard High Dividend Yield ETF | $1,087,176 | | 0.0% | 7,005 | 0.9% | ETF |
IDU iShares U.S. Utilities ETF | $1,069,401 | $133,209 ▲ | 14.2% | 10,605 | 0.9% | ETF |
NVDA NVIDIA | $976,252 | $976,252 ▲ | New Holding | 4,275 | 0.8% | Technology |
GOOGL Alphabet | $847,348 | $321,669 ▲ | 61.2% | 2,463 | 0.7% | Communication Services |
C Citigroup | $811,716 | $30,687 ▼ | -3.6% | 6,269 | 0.7% | Finance |
JNJ Johnson & Johnson | $804,303 | $50,302 ▲ | 6.7% | 3,038 | 0.7% | Healthcare |
ITW Illinois Tool Works | $785,833 | $2,573 ▲ | 0.3% | 3,054 | 0.7% | Industrials |
PANW Palo Alto Networks | $785,085 | $21,455 ▲ | 2.8% | 1,976 | 0.7% | Technology |
IMCG iShares Morningstar Mid-Cap Growth ETF | $765,720 | $563 ▲ | 0.1% | 8,156 | 0.7% | ETF |
BRK.A Berkshire Hathaway | $747,005 | | 0.0% | 1 | 0.6% | Finance |
ABBV AbbVie | $735,780 | $57,283 ▲ | 8.4% | 2,813 | 0.6% | Healthcare |
QQQM Invesco NASDAQ 100 ETF | $726,772 | $726,772 ▲ | New Holding | 2,386 | 0.6% | ETF |
MSFT Microsoft | $724,060 | $513 ▲ | 0.1% | 1,412 | 0.6% | Technology |
IOO iShares Global 100 ETF | $718,898 | | 0.0% | 4,992 | 0.6% | ETF |
MKL Markel Group | $691,830 | $111,309 ▲ | 19.2% | 404 | 0.6% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $624,065 | $157,678 ▲ | 33.8% | 5,070 | 0.5% | ETF |
KO Coca-Cola | $618,056 | $121,029 ▲ | 24.4% | 7,180 | 0.5% | Consumer Staples |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | $597,984 | $108,701 ▲ | 22.2% | 28,287 | 0.5% | ETF |
GLD SPDR Gold Shares | $583,828 | $67,790 ▲ | 13.1% | 1,533 | 0.5% | ETF |
PNC The PNC Financial Services Group | $582,465 | $444 ▼ | -0.1% | 2,621 | 0.5% | Finance |
ILCG iShares Morningstar Growth ETF | $573,855 | $152,763 ▲ | 36.3% | 4,906 | 0.5% | ETF |
IWO iShares Russell 2000 Growth ETF | $570,584 | $5,353 ▼ | -0.9% | 1,599 | 0.5% | ETF |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $532,913 | $199,318 ▲ | 59.7% | 23,876 | 0.5% | ETF |
SCHD Schwab US Dividend Equity ETF | $532,480 | $294,687 ▲ | 123.9% | 16,369 | 0.5% | ETF |
IWF iShares Russell 1000 Growth ETF | $523,000 | $72,907 ▼ | -12.2% | 4,175 | 0.5% | ETF |
EXXONMOBIL HOLDINGS CORP
| $517,778 | $517,778 ▲ | New Holding | 3,181 | 0.4% | COM SHS |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $511,998 | $156,388 ▲ | 44.0% | 24,122 | 0.4% | ETF |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $481,323 | | 0.0% | 3,762 | 0.4% | ETF |
XLI Industrial Select Sector SPDR Fund | $474,434 | | 0.0% | 2,841 | 0.4% | ETF |
VO Vanguard Mid-Cap ETF | $468,952 | | 0.0% | 5,980 | 0.4% | ETF |
NU NU | $460,634 | $33,232 ▲ | 7.8% | 36,385 | 0.4% | Finance |
AFL Aflac | $449,543 | $2,906 ▲ | 0.7% | 4,022 | 0.4% | Finance |
GE GE Aerospace | $441,867 | $4,060 ▲ | 0.9% | 1,415 | 0.4% | Industrials |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $424,988 | $158,264 ▲ | 59.3% | 18,730 | 0.4% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $415,971 | $129,040 ▲ | 45.0% | 18,181 | 0.4% | ETF |
IBTK iShares iBonds Dec 2030 Term Treasury ETF | $410,563 | $161,757 ▲ | 65.0% | 21,620 | 0.4% | ETF |
XLU Utilities Select Sector SPDR Fund | $401,219 | $101,439 ▲ | 33.8% | 10,173 | 0.3% | ETF |
VIRTUS ETF TR II
| $395,732 | | 0.0% | 8,788 | 0.3% | VIRTUS US QLTY |
MDY SPDR S&P MidCap 400 ETF Trust | $393,797 | $15,752 ▼ | -3.8% | 600 | 0.3% | ETF |
LLY Eli Lilly and Company | $392,693 | $120,472 ▲ | 44.3% | 339 | 0.3% | Healthcare |
SYF Synchrony Financial | $392,144 | $994 ▲ | 0.3% | 5,525 | 0.3% | Finance |
XLP Consumer Staples Select Sector SPDR Fund | $375,456 | $484 ▲ | 0.1% | 4,658 | 0.3% | ETF |
ADBE Adobe | $363,509 | $45,589 ▲ | 14.3% | 1,515 | 0.3% | Technology |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $354,754 | $113,037 ▲ | 46.8% | 16,191 | 0.3% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $354,245 | $219 ▲ | 0.1% | 3,232 | 0.3% | ETF |
VPU Vanguard Utilities ETF | $331,740 | | 0.0% | 1,940 | 0.3% | ETF |
GE VERNOVA INC
| $331,577 | $12,351 ▼ | -3.6% | 349 | 0.3% | COM |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $315,112 | $100,149 ▲ | 46.6% | 13,064 | 0.3% | ETF |
AVGO Broadcom | $299,258 | $299,258 ▲ | New Holding | 852 | 0.3% | Technology |
QQQ Invesco QQQ | $295,908 | $55,483 ▲ | 23.1% | 400 | 0.3% | ETF |
SMDV ProShares Russell 2000 Dividend Growers ETF | $295,486 | $295,486 ▲ | New Holding | 4,120 | 0.3% | ETF |
VUG Vanguard Growth ETF | $291,956 | | 0.0% | 3,240 | 0.3% | ETF |
OPRA Opera | $291,636 | $785,925 ▼ | -72.9% | 16,551 | 0.3% | Communication Services |
PEG Public Service Enterprise Group | $283,703 | $741 ▲ | 0.3% | 4,213 | 0.2% | Utilities |
VTI Vanguard Total Stock Market ETF | $275,824 | $275,824 ▲ | New Holding | 737 | 0.2% | ETF |
FDX FedEx | $273,907 | $35,058 ▲ | 14.7% | 961 | 0.2% | Industrials |
IYK iShares U.S. Consumer Staples ETF | $272,664 | | 0.0% | 3,855 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $264,143 | $419 ▲ | 0.2% | 1,261 | 0.2% | ETF |
HDV iShares Core High Dividend ETF | $263,091 | $263,091 ▲ | New Holding | 9,410 | 0.2% | ETF |
BITMINE IMMERSION TECHS INC
| $260,476 | $260,476 ▲ | New Holding | 9,855 | 0.2% | COM NEW |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $251,010 | $251,010 ▲ | New Holding | 12,892 | 0.2% | ETF |
ISHARES TR
| $248,671 | $248,671 ▲ | New Holding | 10,162 | 0.2% | IBON 2032 TE ETF |
IBTM iShares iBonds Dec 2032 Term Treasury ETF | $245,039 | $245,039 ▲ | New Holding | 11,273 | 0.2% | ETF |
IWD iShares Russell 1000 Value ETF | $241,940 | $10,659 ▼ | -4.2% | 976 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $241,669 | $241,669 ▲ | New Holding | 1,292 | 0.2% | CL A |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $240,891 | $267 ▲ | 0.1% | 9,938 | 0.2% | ETF |
TSLA Tesla | $240,206 | $240,206 ▲ | New Holding | 677 | 0.2% | Consumer Discretionary |
XLF Financial Select Sector SPDR Fund | $234,887 | $53 ▲ | 0.0% | 4,399 | 0.2% | ETF |
PM Philip Morris International | $232,419 | $232,419 ▲ | New Holding | 1,218 | 0.2% | Consumer Staples |
IWS iShares Russell Mid-Cap Value ETF | $228,251 | | 0.0% | 1,420 | 0.2% | ETF |
PPL PPL | $224,404 | $1,250 ▲ | 0.6% | 6,823 | 0.2% | Utilities |
CRWD CrowdStrike | $224,243 | $224,243 ▲ | New Holding | 847 | 0.2% | Technology |
TSM Taiwan Semiconductor Manufacturing | $224,072 | $456 ▲ | 0.2% | 491 | 0.2% | Technology |
DLN WisdomTree U.S. LargeCap Dividend Fund | $218,179 | $972 ▲ | 0.4% | 2,245 | 0.2% | ETF |
ZS Zscaler | $212,382 | $212,382 ▲ | New Holding | 1,065 | 0.2% | Technology |
