AAPL Apple | $43,950,946 | $24,298,164 â–² | 123.6% | 173,178 | 2.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $40,098,450 | $20,106,055 â–² | 100.6% | 61,386 | 2.3% | ETF |
NVDA NVIDIA | $38,949,318 | $22,074,780 â–² | 130.8% | 223,334 | 2.2% | Computer and Technology |
MSFT Microsoft | $36,632,066 | $20,063,237 â–² | 121.1% | 98,960 | 2.1% | Computer and Technology |
GOOG Alphabet | $31,989,626 | $18,701,349 â–² | 140.7% | 111,516 | 1.8% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $28,307,850 | $14,928,934 â–² | 111.6% | 47,374 | 1.6% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $26,195,046 | $14,609,619 â–² | 126.1% | 450,242 | 1.5% | ETF |
AMZN Amazon.com | $24,579,968 | $13,447,129 â–² | 120.8% | 118,020 | 1.4% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $24,500,086 | $12,835,135 â–² | 110.0% | 51,128 | 1.4% | Finance |
JPM JPMorgan Chase & Co. | $19,350,016 | $10,926,376 â–² | 129.7% | 65,780 | 1.1% | Finance |
BLACKROCK ETF TRUST
| $18,877,194 | $10,945,116 â–² | 138.0% | 612,696 | 1.1% | ISHARES US LARG |
META Meta Platforms | $18,429,456 | $10,663,362 â–² | 137.3% | 32,212 | 1.0% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $17,804,340 | $8,869,069 â–² | 99.3% | 314,120 | 1.0% | ETF |
VTI Vanguard Total Stock Market ETF | $17,746,762 | $10,369,014 â–² | 140.5% | 55,318 | 1.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $17,454,354 | $9,895,332 â–² | 130.9% | 228,042 | 1.0% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $14,256,086 | $7,238,948 â–² | 103.2% | 119,288 | 0.8% | ETF |
COST Costco Wholesale | $13,809,314 | $8,003,782 â–² | 137.9% | 13,858 | 0.8% | Retail/Wholesale |
PM Philip Morris International | $13,740,324 | $7,091,881 â–² | 106.7% | 83,104 | 0.8% | Consumer Staples |
VO Vanguard Mid-Cap ETF | $13,601,490 | $6,809,935 â–² | 100.3% | 47,362 | 0.8% | ETF |
IAU iShares Gold Trust | $13,599,914 | $6,508,941 â–² | 91.8% | 154,264 | 0.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $13,571,300 | $6,448,238 â–² | 90.5% | 465,888 | 0.8% | ETF |
IVW iShares S&P 500 Growth ETF | $13,449,502 | $6,969,183 â–² | 107.5% | 118,906 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $13,243,730 | $6,717,719 â–² | 102.9% | 135,264 | 0.7% | ETF |
XOM ExxonMobil | $13,235,640 | $6,824,298 â–² | 106.4% | 78,012 | 0.7% | Energy |
IGOV iShares International Treasury Bond ETF | $13,113,948 | $6,819,347 â–² | 108.3% | 319,386 | 0.7% | ETF |
VIG Vanguard Dividend Appreciation ETF | $12,988,646 | $5,668,930 â–² | 77.4% | 60,396 | 0.7% | ETF |
WFC Wells Fargo & Company | $12,876,622 | $7,052,981 â–² | 121.1% | 161,746 | 0.7% | Finance |
VUG Vanguard Growth ETF | $12,389,668 | $6,220,604 â–² | 100.8% | 28,366 | 0.7% | ETF |
DFAI Dimensional International Core Equity Market ETF | $12,206,636 | $6,094,864 â–² | 99.7% | 313,312 | 0.7% | ETF |
V Visa | $12,179,594 | $9,547,402 â–² | 362.7% | 40,298 | 0.7% | Business Services |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $11,487,868 | $5,700,850 â–² | 98.5% | 206,914 | 0.6% | ETF |
PALANTIR TECHNOLOGIES INC
| $11,405,304 | $5,901,303 â–² | 107.2% | 77,968 | 0.6% | CL A |
PVAL Putnam Focused Large Cap Value ETF | $11,315,414 | $5,270,034 â–² | 87.2% | 243,866 | 0.6% | ETF |
NFLX Netflix | $11,091,336 | $5,402,212 â–² | 95.0% | 115,354 | 0.6% | Consumer Discretionary |
AVGO Broadcom | $10,840,104 | $4,809,089 â–² | 79.7% | 35,024 | 0.6% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $10,602,912 | $5,112,691 â–² | 93.1% | 50,216 | 0.6% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $10,546,234 | $5,289,805 â–² | 100.6% | 54,982 | 0.6% | ETF |
RTX RTX | $10,343,238 | $5,824,389 â–² | 128.9% | 53,620 | 0.6% | Aerospace |
IXUS iShares Core MSCI Total International Stock ETF | $10,322,164 | $5,389,899 â–² | 109.3% | 119,138 | 0.6% | Manufacturing |
TSLA Tesla | $10,152,534 | $5,437,609 â–² | 115.3% | 27,310 | 0.6% | Auto/Tires/Trucks |
AGG iShares Core U.S. Aggregate Bond ETF | $10,060,996 | $5,286,217 â–² | 110.7% | 101,350 | 0.6% | Finance |
LAM RESEARCH CORP
| $9,745,906 | $4,272,567 â–² | 78.1% | 45,614 | 0.5% | COM NEW |
FDVV Fidelity High Dividend ETF | $9,661,382 | $4,844,722 â–² | 100.6% | 174,898 | 0.5% | ETF |
JHMM John Hancock Multifactor Mid Cap ETF | $9,618,118 | $4,406,408 â–² | 84.5% | 143,298 | 0.5% | ETF |
GVI iShares Intermediate Government/Credit Bond ETF | $9,193,708 | $4,585,546 â–² | 99.5% | 86,180 | 0.5% | ETF |
WALMART INC
| $8,939,370 | $2,750,289 â–² | 44.4% | 71,930 | 0.5% | COM |
SPDW SPDR Portfolio Developed World ex-US ETF | $8,636,910 | $4,155,210 â–² | 92.7% | 189,198 | 0.5% | ETF |
BKNG Booking | $8,479,286 | $4,525,935 â–² | 114.5% | 2,014 | 0.5% | Retail/Wholesale |
SCHW Charles Schwab | $8,410,994 | $4,443,454 â–² | 112.0% | 89,498 | 0.5% | Finance |
RDVI FT Vest Rising Dividend Achievers Target Income ETF | $8,360,668 | $4,382,077 â–² | 110.1% | 327,228 | 0.5% | ETF |
JGRO JPMorgan Active Growth ETF | $8,346,292 | $4,189,796 â–² | 100.8% | 98,750 | 0.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $8,191,816 | $4,082,698 â–² | 99.4% | 177,350 | 0.5% | Manufacturing |
COP ConocoPhillips | $8,049,902 | $4,069,699 â–² | 102.2% | 60,984 | 0.5% | Energy |
CVX Chevron | $7,892,674 | $4,494,405 â–² | 132.3% | 38,148 | 0.4% | Energy |
CMCSA Comcast | $7,877,912 | $4,182,446 â–² | 113.2% | 274,396 | 0.4% | Consumer Discretionary |
GE GE Aerospace | $7,817,006 | $3,831,882 â–² | 96.2% | 27,546 | 0.4% | Aerospace |
NEM Newmont | $7,794,474 | $4,186,374 â–² | 116.0% | 72,004 | 0.4% | Basic Materials |
IEMG iShares Core MSCI Emerging Markets ETF | $7,725,538 | $2,271,975 â–² | 41.7% | 110,760 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $7,714,598 | $2,269,765 â–² | 41.7% | 11,862 | 0.4% | Finance |
BLACKROCK ETF TRUST
| $7,695,340 | $4,005,599 â–² | 108.6% | 233,546 | 0.4% | ISHARES A I INNO |
VZ Verizon Communications | $7,516,736 | $4,919,040 â–² | 189.4% | 149,736 | 0.4% | Computer and Technology |
AMD Advanced Micro Devices | $7,155,040 | $3,706,901 â–² | 107.5% | 35,172 | 0.4% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $7,154,976 | $3,466,853 â–² | 94.0% | 57,558 | 0.4% | ETF |
CAPITAL GROUP CORE BALANCED
| $6,968,790 | $5,164,809 â–² | 286.3% | 202,522 | 0.4% | SHS |
ILDR First Trust Innovation Leaders ETF | $6,959,110 | $6,567,116 â–² | 1,675.3% | 233,684 | 0.4% | ETF |
VYM Vanguard High Dividend Yield ETF | $6,876,472 | $3,921,331 â–² | 132.7% | 46,432 | 0.4% | Financial Services |
AMAT Applied Materials | $6,751,648 | $3,521,425 â–² | 109.0% | 19,754 | 0.4% | Computer and Technology |
ABBV AbbVie | $6,664,930 | $3,421,856 â–² | 105.5% | 30,644 | 0.4% | Medical |
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF | $6,659,998 | $3,274,701 â–² | 96.7% | 197,158 | 0.4% | ETF |
SCHZ Schwab U.S. Aggregate Bond ETF | $6,635,068 | $3,394,578 â–² | 104.8% | 285,748 | 0.4% | ETF |
BTHM BlackRock Future U.S. Themes ETF | $6,613,984 | $3,405,148 â–² | 106.1% | 182,606 | 0.4% | ETF |
ADI Analog Devices | $6,510,686 | $3,387,695 â–² | 108.5% | 20,464 | 0.4% | Computer and Technology |
JPIE JPMorgan Income ETF | $6,495,404 | $3,297,964 â–² | 103.1% | 140,990 | 0.4% | ETF |
MA Mastercard | $6,412,360 | $3,285,623 â–² | 105.1% | 12,834 | 0.4% | Business Services |
CAT Caterpillar | $6,353,316 | $4,954,850 â–² | 354.3% | 8,968 | 0.4% | Industrials |
GE VERNOVA INC
| $6,312,792 | $3,107,514 â–² | 96.9% | 7,232 | 0.4% | COM |
USTB VictoryShares Short-Term Bond ETF | $6,182,900 | $3,719,654 â–² | 151.0% | 122,240 | 0.3% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $6,142,840 | $2,881,945 â–² | 88.4% | 79,592 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $6,120,106 | $3,402,302 â–² | 125.2% | 95,508 | 0.3% | ETF |
MDT Medtronic | $6,077,942 | $3,300,826 â–² | 118.9% | 70,144 | 0.3% | Medical |
NVS Novartis | $6,033,028 | $3,179,957 â–² | 111.5% | 39,496 | 0.3% | Medical |
BDX Becton, Dickinson and Company | $6,005,958 | $3,270,274 â–² | 119.5% | 38,198 | 0.3% | Medical |
HD Home Depot | $5,941,266 | $2,925,574 â–² | 97.0% | 18,064 | 0.3% | Retail/Wholesale |
GOOGL Alphabet | $5,925,558 | $3,041,572 â–² | 105.5% | 20,606 | 0.3% | Computer and Technology |
BAC Bank of America | $5,915,808 | $4,234,276 â–² | 251.8% | 121,350 | 0.3% | Finance |
OMC Omnicom Group | $5,808,332 | $3,183,038 â–² | 121.2% | 77,126 | 0.3% | Business Services |
QQQM Invesco NASDAQ 100 ETF | $5,707,332 | $2,593,227 â–² | 83.3% | 24,018 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,659,228 | $3,103,924 â–² | 121.5% | 184,460 | 0.3% | ETF |
HWM Howmet Aerospace | $5,608,734 | $2,737,306 â–² | 95.3% | 24,338 | 0.3% | Aerospace |
CGDV Capital Group Dividend Value ETF | $5,531,844 | $2,788,213 â–² | 101.6% | 130,038 | 0.3% | ETF |
NEAR iShares Short Duration Bond Active ETF | $5,487,232 | $4,046,975 â–² | 281.0% | 107,942 | 0.3% | ETF |
GD General Dynamics | $5,390,588 | $2,926,280 â–² | 118.7% | 15,706 | 0.3% | Aerospace |
BK BNY | $5,310,030 | $2,834,974 â–² | 114.5% | 44,762 | 0.3% | Finance |
FLMI Franklin Dynamic Municipal Bond ETF | $5,266,982 | $2,824,151 â–² | 115.6% | 212,464 | 0.3% | ETF |
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | $5,153,120 | $2,649,809 â–² | 105.9% | 191,424 | 0.3% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $5,143,150 | $5,143,150 â–² | New Holding | 51,140 | 0.3% | ETF |
ENB Enbridge | $5,129,424 | $2,292,335 â–² | 80.8% | 94,744 | 0.3% | Energy |
EFV iShares MSCI EAFE Value ETF | $4,974,904 | $1,604,918 â–² | 47.6% | 66,912 | 0.3% | ETF |
QQQ Invesco QQQ | $4,888,684 | $2,451,268 â–² | 100.6% | 8,470 | 0.3% | Finance |
DIS Walt Disney | $4,884,226 | $3,349,544 â–² | 218.3% | 50,676 | 0.3% | Consumer Discretionary |
