AAPL Apple | $22,107,686 | $227,437 â–¼ | -1.0% | 76,402 | 7.7% | Technology |
XLK Technology Select Sector SPDR Fund | $14,161,358 | $484,302 â–² | 3.5% | 74,330 | 4.9% | ETF |
JPIE JPMorgan Income ETF | $13,213,930 | $2,087,220 â–² | 18.8% | 286,947 | 4.6% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $9,881,586 | $94,224 â–¼ | -0.9% | 131,930 | 3.4% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $7,724,296 | $1,059,899 â–¼ | -12.1% | 77,724 | 2.7% | ETF |
JPM JPMorgan Chase & Co. | $7,043,298 | $55,320 â–¼ | -0.8% | 21,517 | 2.5% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $6,817,939 | $3,470,409 â–² | 103.7% | 121,402 | 2.4% | ETF |
BX Blackstone | $6,365,114 | $202,749 â–² | 3.3% | 54,092 | 2.2% | Finance |
GOOGL Alphabet | $6,033,411 | $115,436 â–¼ | -1.9% | 16,882 | 2.1% | Communication Services |
JEPI JPMorgan Equity Premium Income ETF | $5,870,429 | $670,136 â–² | 12.9% | 103,938 | 2.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $5,668,120 | $184,902 â–² | 3.4% | 26,639 | 2.0% | ETF |
GOOG Alphabet | $5,415,503 | $102,819 â–¼ | -1.9% | 15,327 | 1.9% | Communication Services |
VTI Vanguard Total Stock Market ETF | $5,131,433 | $1,110 â–¼ | 0.0% | 13,867 | 1.8% | ETF |
MSFT Microsoft | $4,867,246 | $373 â–¼ | 0.0% | 13,048 | 1.7% | Technology |
VANGUARD 0-3 MONTH TREASURY BILL ETF
| $4,492,250 | $4,492,250 â–² | New Holding | 59,358 | 1.6% | ETF |
BINC iShares Flexible Income Active ETF | $4,422,729 | $457,719 â–² | 11.5% | 84,499 | 1.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,240,121 | $695,502 â–¼ | -14.1% | 51,302 | 1.5% | ETF |
AMZN Amazon.com | $3,987,132 | $23,358 â–² | 0.6% | 16,728 | 1.4% | Consumer Discretionary |
VPU Vanguard Utilities ETF | $3,531,294 | $143,475 â–² | 4.2% | 18,041 | 1.2% | ETF |
KKR KKR & Co. Inc. | $3,518,415 | $108,210 â–² | 3.2% | 38,335 | 1.2% | Finance |
GS The Goldman Sachs Group | $3,276,248 | $3,034 â–¼ | -0.1% | 3,239 | 1.1% | Finance |
BRK.B Berkshire Hathaway | $3,222,762 | $729,625 â–² | 29.3% | 6,440 | 1.1% | Finance |
WELL Welltower | $3,168,908 | $8,398 â–² | 0.3% | 13,961 | 1.1% | Real Estate |
SPY SPDR S&P 500 ETF Trust | $3,080,699 | $45,557 â–² | 1.5% | 4,125 | 1.1% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $3,051,512 | $509,698 â–² | 20.1% | 60,330 | 1.1% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,036,725 | $4,860 â–² | 0.2% | 12,497 | 1.1% | ETF |
VFH Vanguard Financials ETF | $2,822,834 | $1,842 â–² | 0.1% | 21,450 | 1.0% | ETF |
VHT Vanguard Health Care ETF | $2,793,355 | $59,204 â–¼ | -2.1% | 9,342 | 1.0% | ETF |
IBM International Business Machines | $2,650,662 | $25,874 â–¼ | -1.0% | 9,425 | 0.9% | Technology |
APO Apollo Global Management | $2,625,143 | $14,198 â–¼ | -0.5% | 22,188 | 0.9% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,592,208 | $18,648 â–¼ | -0.7% | 16,403 | 0.9% | ETF |
SOXX iShares Semiconductor ETF | $2,568,533 | $68,571 â–¼ | -2.6% | 4,008 | 0.9% | ETF |
STATE STREET BRIDGEWATER ALL WEATHER ETF
| $2,487,361 | $118,135 â–² | 5.0% | 84,979 | 0.9% | ETF |
DAN IVES WEDBUSH AI REVOLUTION ETF
| $2,461,748 | $299,317 â–² | 13.8% | 64,612 | 0.9% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $2,329,985 | $18,869 â–¼ | -0.8% | 21,609 | 0.8% | ETF |
NVDA NVIDIA | $2,314,924 | $25,612 â–² | 1.1% | 11,569 | 0.8% | Technology |
GLD SPDR Gold Shares | $2,184,125 | $90,253 â–² | 4.3% | 5,929 | 0.8% | ETF |
JNJ Johnson & Johnson | $2,153,098 | $508 â–² | 0.0% | 8,477 | 0.8% | Healthcare |
PHO Invesco Water Resources ETF | $2,043,008 | $6,010 â–¼ | -0.3% | 29,574 | 0.7% | ETF |
VDE Vanguard Energy ETF | $1,937,249 | $54,350 â–¼ | -2.7% | 12,903 | 0.7% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $1,890,859 | $33,939 â–¼ | -1.8% | 32,091 | 0.7% | ETF |
SMH VanEck Semiconductor ETF | $1,844,229 | $87,258 â–² | 5.0% | 2,811 | 0.6% | ETF |
SCMB Schwab Municipal Bond ETF | $1,822,042 | $100,930 â–² | 5.9% | 70,567 | 0.6% | ETF |
FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF
| $1,820,547 | | 0.0% | 199,512 | 0.6% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $1,805,653 | $49,957 â–¼ | -2.7% | 20,096 | 0.6% | ETF |
LLY Eli Lilly and Company | $1,795,830 | $88,772 â–² | 5.2% | 1,497 | 0.6% | Healthcare |
FLOT iShares Floating Rate Bond ETF | $1,698,122 | $14,805 â–¼ | -0.9% | 33,263 | 0.6% | ETF |
NLR VanEck Uranium and Nuclear ETF | $1,607,103 | $212,370 â–² | 15.2% | 13,856 | 0.6% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $1,586,111 | $944 â–² | 0.1% | 16,798 | 0.6% | ETF |
AMAT Applied Materials | $1,546,157 | | 0.0% | 2,138 | 0.5% | Technology |
VB Vanguard Small-Cap ETF | $1,513,813 | $12,731 â–² | 0.8% | 4,994 | 0.5% | ETF |
WALMART INC COM
| $1,511,976 | $14,045 â–² | 0.9% | 13,349 | 0.5% | Stock |
VXUS Vanguard Total International Stock ETF | $1,464,344 | $127,557 â–² | 9.5% | 17,128 | 0.5% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $1,440,275 | $27,255 â–² | 1.9% | 32,711 | 0.5% | ETF |
IBB iShares Biotechnology ETF | $1,240,363 | | 0.0% | 6,521 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $1,236,996 | $982,330 â–² | 385.7% | 7,796 | 0.4% | ETF |
DVY iShares Select Dividend ETF | $1,223,935 | $28,449 â–¼ | -2.3% | 7,830 | 0.4% | ETF |
DLR Digital Realty Trust | $1,166,191 | $37,897 â–² | 3.4% | 6,493 | 0.4% | Real Estate |
AMPLIFY CYBERSECURITY ETF
| $1,159,698 | $1,042,595 â–² | 890.3% | 11,052 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,150,187 | $5,917 â–¼ | -0.5% | 4,860 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $1,129,957 | $82,165 â–² | 7.8% | 11,717 | 0.4% | ETF |
SLV iShares Silver Trust | $1,095,600 | $1,069 â–² | 0.1% | 20,490 | 0.4% | ETF |
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF
| $1,078,721 | $49,564 â–² | 4.8% | 20,219 | 0.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $1,074,904 | $6,719 â–¼ | -0.6% | 5,439 | 0.4% | ETF |
QQQ Invesco QQQ | $1,064,228 | $44,926 â–¼ | -4.1% | 1,445 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,036,207 | $49,912 â–² | 5.1% | 32,677 | 0.4% | ETF |
VZ Verizon Communications | $1,015,638 | $34,042 â–² | 3.5% | 23,987 | 0.4% | Communication Services |
XLF Financial Select Sector SPDR Fund | $995,154 | $35,223 â–² | 3.7% | 18,562 | 0.3% | ETF |
SCHW Charles Schwab | $985,115 | $30,727 â–¼ | -3.0% | 10,676 | 0.3% | Finance |
CAT Caterpillar | $980,119 | | 0.0% | 920 | 0.3% | Industrials |
VO Vanguard Mid-Cap ETF | $950,263 | $713,866 â–² | 302.0% | 11,794 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $942,541 | $11,698 â–¼ | -1.2% | 20,788 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $932,943 | $13,209 â–¼ | -1.4% | 11,230 | 0.3% | ETF |
PFE Pfizer | $931,355 | $54,590 â–² | 6.2% | 38,677 | 0.3% | Healthcare |
PSP Invesco Global Listed Private Equity ETF | $917,239 | $92,966 â–² | 11.3% | 16,467 | 0.3% | ETF |
PG Procter & Gamble | $906,096 | $147 â–² | 0.0% | 6,179 | 0.3% | Consumer Staples |
EVR Evercore | $889,261 | $25,954 â–¼ | -2.8% | 2,604 | 0.3% | Finance |
VIGI Vanguard International Dividend Appreciation ETF | $870,972 | $11,673 â–² | 1.4% | 9,327 | 0.3% | ETF |
MGV Vanguard Mega Cap Value ETF | $869,688 | $7,077 â–¼ | -0.8% | 5,284 | 0.3% | ETF |
KMI Kinder Morgan | $865,104 | $34,241 â–¼ | -3.8% | 27,059 | 0.3% | Energy |
AVGO Broadcom | $832,081 | $10,958 â–² | 1.3% | 2,202 | 0.3% | Technology |
ADI Analog Devices | $811,815 | $300,260 â–¼ | -27.0% | 2,044 | 0.3% | Technology |
VBK Vanguard Small-Cap Growth ETF | $788,941 | | 0.0% | 2,157 | 0.3% | ETF |
MAR Marriott International | $769,874 | | 0.0% | 2,075 | 0.3% | Consumer Discretionary |
IVOO Vanguard S&P Mid-Cap 400 ETF | $768,091 | $36,905 â–¼ | -4.6% | 5,890 | 0.3% | ETF |
CRWD CrowdStrike | $745,588 | | 0.0% | 977 | 0.3% | Technology |
PFF iShares Preferred and Income Securities ETF | $720,815 | $8,110 â–¼ | -1.1% | 23,641 | 0.3% | ETF |
BMY Bristol Myers Squibb | $703,045 | $33,017 â–² | 4.9% | 12,201 | 0.2% | Healthcare |
MRK Merck & Co., Inc. | $697,048 | $1,157 â–² | 0.2% | 5,424 | 0.2% | Healthcare |
EEM iShares MSCI Emerging Markets ETF | $688,104 | $47,958 â–² | 7.5% | 10,058 | 0.2% | ETF |
MCD McDonald's | $681,613 | $14,871 â–¼ | -2.1% | 2,521 | 0.2% | Consumer Discretionary |
CG Carlyle Group | $671,383 | $18,150 â–² | 2.8% | 15,943 | 0.2% | Finance |
BUG Global X Cybersecurity ETF | $670,949 | $16,957 â–² | 2.6% | 17,568 | 0.2% | ETF |
VIOO Vanguard S&P Small-Cap 600 ETF | $650,842 | | 0.0% | 4,732 | 0.2% | ETF |
AIQ Global X Artificial Intelligence & Technology ETF | $632,099 | $221,504 â–² | 53.9% | 9,634 | 0.2% | ETF |
ABBV AbbVie | $628,825 | $12,083 â–¼ | -1.9% | 2,498 | 0.2% | Healthcare |
WAT Waters | $626,317 | $30,378 â–¼ | -4.6% | 1,670 | 0.2% | Healthcare |
MS Morgan Stanley | $616,957 | $418 â–² | 0.1% | 2,951 | 0.2% | Finance |
DELL Dell Technologies | $609,528 | $1,727 â–² | 0.3% | 1,412 | 0.2% | Technology |
IVV iShares Core S&P 500 ETF | $607,386 | $1,498 â–² | 0.2% | 811 | 0.2% | ETF |
