AAPL Apple | $19,589,568 | $575,596 â–¼ | -2.9% | 77,188 | 7.8% | Computer and Technology |
JPIE JPMorgan Income ETF | $11,131,524 | $2,187,772 â–² | 24.5% | 241,622 | 4.4% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $9,741,371 | $302,215 â–¼ | -3.0% | 133,188 | 3.9% | ETF |
XLK Technology Select Sector SPDR Fund | $9,540,687 | $422,891 â–¼ | -4.2% | 71,788 | 3.8% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $8,789,354 | $1,119,092 â–² | 14.6% | 88,389 | 3.5% | ETF |
JPM JPMorgan Chase & Co. | $6,379,159 | $179,144 â–¼ | -2.7% | 21,686 | 2.5% | Finance |
NOBL ProShares S&P 500 Aristocrats ETF | $6,318,958 | $102,406 â–¼ | -1.6% | 59,607 | 2.5% | ETF |
BX Blackstone | $6,021,894 | $133,733 â–¼ | -2.2% | 52,369 | 2.4% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $5,218,706 | $261,239 â–² | 5.3% | 92,073 | 2.1% | ETF |
GOOGL Alphabet | $4,947,398 | $146,078 â–¼ | -2.9% | 17,205 | 2.0% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $4,945,728 | $244,696 â–² | 5.2% | 25,770 | 2.0% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,941,567 | $104,678 â–² | 2.2% | 59,717 | 2.0% | ETF |
MSFT Microsoft | $4,830,173 | $57,004 â–² | 1.2% | 13,049 | 1.9% | Computer and Technology |
GOOG Alphabet | $4,480,112 | $375,781 â–¼ | -7.7% | 15,618 | 1.8% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $4,449,515 | $250,546 â–¼ | -5.3% | 13,870 | 1.8% | ETF |
BINC iShares Flexible Income Active ETF | $3,933,915 | $644,816 â–² | 19.6% | 75,754 | 1.6% | ETF |
AMZN Amazon.com | $3,463,441 | $140,370 â–¼ | -3.9% | 16,630 | 1.4% | Retail/Wholesale |
KKR KKR & Co. Inc. | $3,436,925 | $82,232 â–¼ | -2.3% | 37,156 | 1.4% | Finance |
VPU Vanguard Utilities ETF | $3,429,453 | $116,706 â–² | 3.5% | 17,308 | 1.4% | ETF |
WELL Welltower | $2,752,973 | $125,351 â–¼ | -4.4% | 13,924 | 1.1% | Finance |
GS The Goldman Sachs Group | $2,742,291 | $197,932 â–¼ | -6.7% | 3,242 | 1.1% | Finance |
VBR Vanguard Small-Cap Value ETF | $2,710,666 | $72,563 â–¼ | -2.6% | 12,477 | 1.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,643,133 | $94,955 â–² | 3.7% | 4,064 | 1.0% | Finance |
VHT Vanguard Health Care ETF | $2,598,089 | $53,923 â–¼ | -2.0% | 9,540 | 1.0% | ETF |
VFH Vanguard Financials ETF | $2,589,722 | $78,648 â–¼ | -2.9% | 21,436 | 1.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,507,138 | $17,162 â–¼ | -0.7% | 50,253 | 1.0% | ETF |
APO Apollo Global Management | $2,485,513 | $135,819 â–¼ | -5.2% | 22,308 | 1.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,446,756 | $144,249 â–² | 6.3% | 16,521 | 1.0% | Financial Services |
GLD SPDR Gold Shares | $2,445,768 | $193,630 â–² | 8.6% | 5,684 | 1.0% | Finance |
BRK.B Berkshire Hathaway | $2,387,135 | $188,307 â–² | 8.6% | 4,982 | 0.9% | Finance |
STATE STREET BRIDGEWATER ALL WEATHER ETF
| $2,335,209 | $426,375 â–² | 22.3% | 80,943 | 0.9% | ETF |
IBM International Business Machines | $2,306,854 | $106,411 â–¼ | -4.4% | 9,517 | 0.9% | Computer and Technology |
VDE Vanguard Energy ETF | $2,295,303 | $78,558 â–¼ | -3.3% | 13,265 | 0.9% | ETF |
JNJ Johnson & Johnson | $2,071,523 | $27,131 â–¼ | -1.3% | 8,475 | 0.8% | Medical |
NVDA NVIDIA | $1,995,368 | $88,249 â–² | 4.6% | 11,441 | 0.8% | Computer and Technology |
CWB SPDR Bloomberg Convertible Securities ETF | $1,993,669 | $39,171 â–¼ | -1.9% | 21,784 | 0.8% | ETF |
PHO Invesco Water Resources ETF | $1,983,113 | $35,970 â–¼ | -1.8% | 29,661 | 0.8% | ETF |
FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF
| $1,788,625 | $894,313 â–² | 100.0% | 199,512 | 0.7% | ETF |
FLOT iShares Floating Rate Bond ETF | $1,709,542 | $182,148 â–² | 11.9% | 33,553 | 0.7% | ETF |
SCMB Schwab Municipal Bond ETF | $1,698,435 | $186,309 â–¼ | -9.9% | 66,658 | 0.7% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $1,659,789 | $33,382 â–¼ | -2.0% | 32,667 | 0.7% | ETF |
WALMART INC COM
| $1,643,568 | $79,165 â–² | 5.1% | 13,225 | 0.7% | Stock |
DAN IVES WEDBUSH AI REVOLUTION ETF
| $1,610,162 | $502,942 â–² | 45.4% | 56,756 | 0.6% | ETF |
NLR VanEck Uranium and Nuclear ETF | $1,601,549 | $164,084 â–² | 11.4% | 12,025 | 0.6% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $1,421,235 | $132,320 â–² | 10.3% | 16,788 | 0.6% | ETF |
SLV iShares Silver Trust | $1,394,826 | $37,477 â–¼ | -2.6% | 20,470 | 0.6% | ETF |
KO CocaCola | $1,355,956 | $37,720 â–² | 2.9% | 17,830 | 0.5% | Consumer Staples |
SOXX iShares Semiconductor ETF | $1,352,485 | $41,084 â–¼ | -2.9% | 4,115 | 0.5% | ETF |
XLRE Real Estate Select Sector SPDR Fund | $1,310,334 | $21,518 â–¼ | -1.6% | 32,092 | 0.5% | ETF |
LLY Eli Lilly and Company | $1,308,719 | $1,839 â–¼ | -0.1% | 1,423 | 0.5% | Medical |
VB Vanguard Small-Cap ETF | $1,297,053 | $66,267 â–¼ | -4.9% | 4,952 | 0.5% | ETF |
CIBR First Trust Nasdaq Cybersecurity ETF | $1,294,483 | $24,759 â–¼ | -1.9% | 20,652 | 0.5% | Manufacturing |
DVY iShares Select Dividend ETF | $1,213,048 | $41,787 â–¼ | -3.3% | 8,012 | 0.5% | ETF |
VXUS Vanguard Total International Stock ETF | $1,205,693 | $130,702 â–² | 12.2% | 15,636 | 0.5% | ETF |
VZ Verizon Communications | $1,163,797 | $100,903 â–² | 9.5% | 23,183 | 0.5% | Computer and Technology |
DLR Digital Realty Trust | $1,132,137 | $472,715 â–¼ | -29.5% | 6,282 | 0.4% | Finance |
XLV Health Care Select Sector SPDR Fund | $1,114,900 | $3,990,022 â–¼ | -78.2% | 1,605 | 0.4% | ETF |
IBB iShares Biotechnology ETF | $1,101,155 | $22,290 â–¼ | -2.0% | 6,521 | 0.4% | Finance |
VIG Vanguard Dividend Appreciation ETF | $1,050,463 | $67,522 â–¼ | -6.0% | 4,885 | 0.4% | ETF |
SCHW Charles Schwab | $1,034,615 | $17,292 â–¼ | -1.6% | 11,009 | 0.4% | Finance |
SMH VanEck Semiconductor ETF | $1,026,889 | $39,879 â–¼ | -3.7% | 2,678 | 0.4% | Manufacturing |
PFE Pfizer | $1,022,399 | $335,979 â–² | 48.9% | 36,410 | 0.4% | Medical |
VOE Vanguard Mid-Cap Value ETF | $1,008,579 | $21,008 â–¼ | -2.0% | 5,473 | 0.4% | ETF |
XLU Utilities Select Sector SPDR Fund | $965,810 | $43,321 â–² | 4.7% | 21,046 | 0.4% | ETF |
INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF
| $964,410 | $32,697 â–² | 3.5% | 19,290 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $963,760 | $119,128 â–² | 14.1% | 10,865 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $954,226 | $15,831 â–¼ | -1.6% | 31,103 | 0.4% | ETF |
KMI Kinder Morgan | $943,184 | $43,521 â–¼ | -4.4% | 28,130 | 0.4% | Energy |
XLP Consumer Staples Select Sector SPDR Fund | $933,683 | $25,168 â–¼ | -2.6% | 11,389 | 0.4% | ETF |
PG Procter & Gamble | $892,391 | $31,345 â–² | 3.6% | 6,178 | 0.4% | Consumer Staples |
ADI Analog Devices | $890,792 | | 0.0% | 2,800 | 0.4% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $883,948 | $20,340 â–¼ | -2.2% | 17,905 | 0.3% | ETF |
QQQ Invesco QQQ | $869,451 | $33,485 â–¼ | -3.7% | 1,506 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $842,694 | $95,930 â–¼ | -10.2% | 2,934 | 0.3% | ETF |
PSP Invesco Global Listed Private Equity ETF | $836,398 | $156,789 â–² | 23.1% | 14,798 | 0.3% | ETF |
AMPLIFY CYBERSECURITY ETF
| $834,687 | $7,537,613 â–¼ | -90.0% | 1,116 | 0.3% | ETF |
VIGI Vanguard International Dividend Appreciation ETF | $813,965 | $15,833 â–² | 2.0% | 9,202 | 0.3% | ETF |
MCD McDonald's | $800,494 | $53,138 â–² | 7.1% | 2,576 | 0.3% | Retail/Wholesale |
EVR Evercore | $799,949 | $14,626 â–¼ | -1.8% | 2,680 | 0.3% | Finance |
MGV Vanguard Mega Cap Value ETF | $772,216 | $140,469 â–¼ | -15.4% | 5,327 | 0.3% | ETF |
CG Carlyle Group | $750,635 | $3,242 â–² | 0.4% | 15,512 | 0.3% | Finance |
AMAT Applied Materials | $730,874 | $15,725 â–² | 2.2% | 2,138 | 0.3% | Computer and Technology |
PFF iShares Preferred and Income Securities ETF | $724,870 | $11,128 â–¼ | -1.5% | 23,907 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $718,140 | $718,140 â–² | New Holding | 1 | 0.3% | Finance |
IVOO Vanguard S&P Mid-Cap 400 ETF | $705,680 | $33,266 â–¼ | -4.5% | 6,173 | 0.3% | ETF |
BMY Bristol Myers Squibb | $705,252 | $20,743 â–² | 3.0% | 11,628 | 0.3% | Medical |
MAR Marriott International | $678,670 | | 0.0% | 2,075 | 0.3% | Consumer Discretionary |
AVGO Broadcom | $672,511 | $61,588 â–² | 10.1% | 2,173 | 0.3% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $651,842 | $72,528 â–¼ | -10.0% | 2,157 | 0.3% | ETF |
CAT Caterpillar | $651,561 | $113,315 â–² | 21.1% | 920 | 0.3% | Industrials |
MRK Merck & Co., Inc. | $651,427 | $1,323 â–² | 0.2% | 5,415 | 0.3% | Medical |
ICVT iShares Convertible Bond ETF | $611,817 | $17,710 â–¼ | -2.8% | 6,011 | 0.2% | ETF |
DUK Duke Energy | $598,987 | $1,440 â–² | 0.2% | 4,575 | 0.2% | Utilities |
SO Southern | $553,959 | $483 â–² | 0.1% | 5,739 | 0.2% | Utilities |
ABBV AbbVie | $553,660 | $6,959 â–¼ | -1.2% | 2,546 | 0.2% | Medical |
VIOO Vanguard S&P Small-Cap 600 ETF | $543,378 | $4,019 â–¼ | -0.7% | 4,732 | 0.2% | ETF |
EEM iShares MSCI Emerging Markets ETF | $531,373 | $25,669 â–² | 5.1% | 9,357 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $528,586 | $158,118 â–¼ | -23.0% | 809 | 0.2% | ETF |
WAT Waters | $521,448 | $298 â–² | 0.1% | 1,751 | 0.2% | Medical |
MO Altria Group | $492,261 | $3,035 â–² | 0.6% | 7,460 | 0.2% | Consumer Staples |
