AAPL Apple | $38,233,888 | $1,075,115 ▼ | -2.7% | 172,123 | 2.9% | Computer and Technology |
BRK.B Berkshire Hathaway | $37,759,389 | $902,723 ▲ | 2.4% | 70,899 | 2.9% | Finance |
MSFT Microsoft | $26,426,934 | $1,147,202 ▼ | -4.2% | 70,398 | 2.0% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $25,581,175 | $98,787 ▲ | 0.4% | 438,409 | 2.0% | ETF |
NVDA NVIDIA | $24,923,125 | $420,841 ▲ | 1.7% | 229,960 | 1.9% | Computer and Technology |
IWV iShares Russell 3000 ETF | $21,581,459 | $864,300 ▼ | -3.9% | 67,943 | 1.6% | ETF |
QQQ Invesco QQQ | $21,384,108 | $361,075 ▼ | -1.7% | 45,602 | 1.6% | Finance |
VYM Vanguard High Dividend Yield ETF | $18,181,978 | $182,737 ▲ | 1.0% | 140,989 | 1.4% | ETF |
XLK Technology Select Sector SPDR Fund | $15,869,068 | $176,541 ▲ | 1.1% | 76,855 | 1.2% | ETF |
JPM JPMorgan Chase & Co. | $14,404,035 | $1,212,029 ▼ | -7.8% | 58,720 | 1.1% | Finance |
XOM Exxon Mobil | $14,350,837 | $147,474 ▲ | 1.0% | 120,666 | 1.1% | Energy |
AMZN Amazon.com | $13,836,473 | $113,205 ▲ | 0.8% | 72,724 | 1.1% | Retail/Wholesale |
COST Costco Wholesale | $13,645,654 | $1,350,662 ▲ | 11.0% | 14,427 | 1.0% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $13,014,122 | $1,571,905 ▼ | -10.8% | 50,321 | 1.0% | ETF |
META Meta Platforms | $12,338,573 | $1,994,852 ▲ | 19.3% | 21,407 | 0.9% | Computer and Technology |
FBCG Fidelity Blue Chip Growth ETF | $12,335,864 | $1,822,552 ▲ | 17.3% | 308,628 | 0.9% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $11,166,009 | $2,539,178 ▲ | 29.4% | 246,708 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $10,915,756 | $2,211,905 ▲ | 25.4% | 19,513 | 0.8% | Finance |
VUG Vanguard Growth ETF | $10,873,071 | $133,498 ▲ | 1.2% | 29,321 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $10,051,211 | $3,816,617 ▲ | 61.2% | 17,887 | 0.8% | ETF |
MSTR MicroStrategy | $9,940,991 | $191,700 ▲ | 2.0% | 34,485 | 0.8% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $9,757,158 | $169,745 ▼ | -1.7% | 348,968 | 0.7% | ETF |
V Visa | $9,745,623 | $449,291 ▲ | 4.8% | 27,808 | 0.7% | Business Services |
GLD SPDR Gold Shares | $9,620,130 | $105,459 ▼ | -1.1% | 33,387 | 0.7% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $9,548,158 | $252,229 ▼ | -2.6% | 101,944 | 0.7% | ETF |
IJJ iShares S&P Mid-Cap 400 Value ETF | $9,520,342 | $445,755 ▼ | -4.5% | 79,515 | 0.7% | ETF |
GOOGL Alphabet | $9,470,500 | $711,192 ▲ | 8.1% | 61,242 | 0.7% | Computer and Technology |
AVGO Broadcom | $9,211,664 | $20,929 ▼ | -0.2% | 55,017 | 0.7% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $8,889,503 | $1,607,138 ▼ | -15.3% | 85,010 | 0.7% | ETF |
VTV Vanguard Value ETF | $8,857,567 | $158,233 ▼ | -1.8% | 51,276 | 0.7% | ETF |
BRK.A Berkshire Hathaway | $8,782,858 | $798,442 ▲ | 10.0% | 11 | 0.7% | Finance |
EPD Enterprise Products Partners | $8,514,063 | $682,256 ▲ | 8.7% | 249,386 | 0.7% | Energy |
CGDV Capital Group Dividend Value ETF | $8,325,724 | $372,902 ▲ | 4.7% | 233,606 | 0.6% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $7,781,408 | $583,015 ▲ | 8.1% | 108,937 | 0.6% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $7,699,965 | $315,925 ▲ | 4.3% | 238,536 | 0.6% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $7,283,284 | $722,712 ▼ | -9.0% | 127,463 | 0.6% | ETF |
IEFA iShares Core MSCI EAFE ETF | $6,990,324 | $1,424,573 ▲ | 25.6% | 92,403 | 0.5% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $6,988,369 | $1,525,886 ▲ | 27.9% | 148,562 | 0.5% | ETF |
FINS Angel Oak Financial Strategies Income Term Trust | $6,889,116 | $107,840 ▼ | -1.5% | 511,062 | 0.5% | Financial Services |
VEA Vanguard FTSE Developed Markets ETF | $6,669,369 | $510,944 ▼ | -7.1% | 131,209 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,546,585 | $3,687,558 ▲ | 129.0% | 33,747 | 0.5% | ETF |
ADP Automatic Data Processing | $6,497,564 | $923,335 ▼ | -12.4% | 21,266 | 0.5% | Computer and Technology |
BXMT Blackstone Mortgage Trust | $6,373,360 | $406,420 ▼ | -6.0% | 318,668 | 0.5% | Finance |
FMIL Fidelity Fundamental Large Cap Core ETF | $6,310,154 | $494,639 ▲ | 8.5% | 145,061 | 0.5% | ETF |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
| $6,100,765 | $107,544 ▲ | 1.8% | 65,975 | 0.5% | ETF |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $5,821,838 | $331,885 ▲ | 6.0% | 173,786 | 0.4% | ETF |
WMT Walmart | $5,750,285 | $511,731 ▼ | -8.2% | 65,500 | 0.4% | Retail/Wholesale |
SLV iShares Silver Trust | $5,722,149 | $522,244 ▲ | 10.0% | 184,645 | 0.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $5,693,131 | $83,455 ▲ | 1.5% | 46,661 | 0.4% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $5,684,303 | $1,748,480 ▲ | 44.4% | 87,169 | 0.4% | ETF |
ET Energy Transfer | $5,551,624 | $93,285 ▼ | -1.7% | 298,634 | 0.4% | Energy |
OKE ONEOK | $5,469,851 | $25,897 ▼ | -0.5% | 55,128 | 0.4% | Energy |
IEI iShares 3-7 Year Treasury Bond ETF | $5,394,579 | $2,318,662 ▼ | -30.1% | 45,664 | 0.4% | ETF |
BABA Alibaba Group | $5,391,631 | $2,961,470 ▲ | 121.9% | 40,774 | 0.4% | Retail/Wholesale |
CVX Chevron | $5,388,289 | $838,297 ▼ | -13.5% | 32,209 | 0.4% | Energy |
CTAS Cintas | $5,292,192 | $93,516 ▲ | 1.8% | 25,749 | 0.4% | Business Services |
JNJ Johnson & Johnson | $5,248,608 | $814,456 ▼ | -13.4% | 31,648 | 0.4% | Medical |
VTI Vanguard Total Stock Market ETF | $5,222,029 | $295,732 ▼ | -5.4% | 19,000 | 0.4% | ETF |
AMGN Amgen | $5,208,062 | $562,369 ▼ | -9.7% | 16,716 | 0.4% | Medical |
IBM International Business Machines | $5,094,603 | $12,433 ▲ | 0.2% | 20,488 | 0.4% | Computer and Technology |
PG Procter & Gamble | $5,074,190 | $526,097 ▼ | -9.4% | 29,774 | 0.4% | Consumer Staples |
RSP Invesco S&P 500 Equal Weight ETF | $4,869,387 | $2,174,758 ▼ | -30.9% | 28,109 | 0.4% | ETF |
CALF Pacer US Small Cap Cash Cows ETF | $4,660,535 | $101,701 ▼ | -2.1% | 124,280 | 0.4% | ETF |
VZ Verizon Communications | $4,607,830 | $176,225 ▲ | 4.0% | 101,583 | 0.4% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $4,582,126 | $3,685,973 ▼ | -44.6% | 83,676 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,580,566 | $1,852,476 ▼ | -28.8% | 84,872 | 0.3% | ETF |
UNH UnitedHealth Group | $4,559,148 | $1,850,582 ▼ | -28.9% | 8,704 | 0.3% | Medical |
FTSL First Trust Senior Loan ETF | $4,463,830 | $250,255 ▲ | 5.9% | 97,783 | 0.3% | Manufacturing |
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares | $4,460,539 | $281,280 ▼ | -5.9% | 51,158 | 0.3% | ETF |
ORCL Oracle | $4,291,176 | $1,317,329 ▲ | 44.3% | 30,692 | 0.3% | Computer and Technology |
CSCO Cisco Systems | $4,277,465 | $649,688 ▼ | -13.2% | 69,315 | 0.3% | Computer and Technology |
MCD McDonald's | $4,258,479 | $634,461 ▲ | 17.5% | 13,632 | 0.3% | Retail/Wholesale |
PSX Phillips 66 | $4,232,829 | $796,210 ▼ | -15.8% | 34,279 | 0.3% | Energy |
KLAC KLA | $4,194,653 | $399,750 ▼ | -8.7% | 6,170 | 0.3% | Computer and Technology |
ABT Abbott Laboratories | $4,144,827 | $1,409,422 ▼ | -25.4% | 31,246 | 0.3% | Medical |
COR Cencora | $4,088,200 | $202,741 ▲ | 5.2% | 14,700 | 0.3% | Medical |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,950,290 | $8,432 ▼ | -0.2% | 75,430 | 0.3% | Manufacturing |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $3,914,300 | $28,401 ▲ | 0.7% | 35,558 | 0.3% | ETF |
BKNG Booking | $3,897,446 | $170,456 ▲ | 4.6% | 846 | 0.3% | Retail/Wholesale |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,847,507 | $3,492,050 ▼ | -47.6% | 87,762 | 0.3% | Manufacturing |
TSLA Tesla | $3,846,971 | $2,079,759 ▼ | -35.1% | 14,844 | 0.3% | Auto/Tires/Trucks |
NFLX Netflix | $3,746,906 | $2,228,747 ▲ | 146.8% | 4,018 | 0.3% | Consumer Discretionary |
NEE NextEra Energy | $3,678,697 | $706,703 ▼ | -16.1% | 51,893 | 0.3% | Utilities |
STIP iShares 0-5 Year TIPS Bond ETF | $3,637,830 | $346,731 ▲ | 10.5% | 35,158 | 0.3% | ETF |
LOW Lowe's Companies | $3,619,927 | $1,005,276 ▼ | -21.7% | 15,520 | 0.3% | Retail/Wholesale |
PFE Pfizer | $3,605,732 | $31,548 ▲ | 0.9% | 142,294 | 0.3% | Medical |
CASY Casey's General Stores | $3,583,000 | $117,191 ▲ | 3.4% | 8,255 | 0.3% | Retail/Wholesale |
EMR Emerson Electric | $3,576,137 | $255,900 ▼ | -6.7% | 32,617 | 0.3% | Industrials |
PALANTIR TECHNOLOGIES INC CL A
| $3,572,990 | $1,725,896 ▲ | 93.4% | 42,334 | 0.3% | Stock |
SPROTT PHYSICAL GOLD & SILVER TR UNIT
| $3,560,341 | $120,742 ▼ | -3.3% | 125,320 | 0.3% | CEF |
USTB VictoryShares Short-Term Bond ETF | $3,488,633 | $590,277 ▲ | 20.4% | 68,877 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $3,465,831 | $1,173,795 ▲ | 51.2% | 59,204 | 0.3% | Manufacturing |
OBIL US Treasury 12 Month Bill ETF | $3,464,487 | $858,666 ▼ | -19.9% | 69,006 | 0.3% | ETF |
AFL Aflac | $3,416,737 | $736,097 ▼ | -17.7% | 30,728 | 0.3% | Finance |
ABBV AbbVie | $3,409,425 | $475,417 ▲ | 16.2% | 16,272 | 0.3% | Medical |
SA Seabridge Gold | $3,402,820 | $336,679 ▲ | 11.0% | 291,587 | 0.3% | Basic Materials |
KT KT | $3,400,320 | $88,550 ▼ | -2.5% | 192,000 | 0.3% | Computer and Technology |
SCHE Schwab Emerging Markets Equity ETF | $3,385,116 | $2,573,727 ▼ | -43.2% | 122,782 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $3,385,056 | $198,750 ▼ | -5.5% | 36,465 | 0.3% | ETF |
VAL Valaris | $3,382,210 | $2,703,719 ▲ | 398.5% | 86,149 | 0.3% | Energy |
