SLG SL Green Realty | $12,621,614 | $436,058 â–¼ | -3.3% | 243,802 | 6.4% | Real Estate |
GOOG Alphabet | $11,577,023 | $583,003 â–¼ | -4.8% | 32,765 | 5.9% | Communication Services |
VCLT Vanguard Long-Term Corporate Bond ETF | $11,298,714 | $1,768,676 â–² | 18.6% | 150,149 | 5.7% | ETF |
VOO Vanguard S&P 500 ETF | $10,090,663 | $1,436,127 â–² | 16.6% | 14,692 | 5.1% | ETF |
QQQ Invesco QQQ | $9,274,117 | $860,842 â–² | 10.2% | 12,594 | 4.7% | ETF |
BA Boeing | $8,967,926 | $246,343 â–¼ | -2.7% | 41,428 | 4.5% | Industrials |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $7,227,416 | $1,204,790 â–² | 20.0% | 87,446 | 3.7% | ETF |
GOOGL Alphabet | $7,035,831 | $108,282 â–¼ | -1.5% | 19,688 | 3.6% | Communication Services |
NVDA NVIDIA | $6,896,527 | $135,261 â–¼ | -1.9% | 34,467 | 3.5% | Technology |
VTV Vanguard Value ETF | $5,737,148 | $90,222 â–² | 1.6% | 26,326 | 2.9% | ETF |
AAPL Apple | $5,054,148 | $188,370 â–¼ | -3.6% | 17,467 | 2.6% | Technology |
VIG Vanguard Dividend Appreciation ETF | $4,928,862 | $6,625 â–¼ | -0.1% | 20,830 | 2.5% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $4,606,238 | $878,507 â–² | 23.6% | 46,859 | 2.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $4,084,402 | $1,246,212 â–² | 43.9% | 25,846 | 2.1% | ETF |
VUG Vanguard Growth ETF | $4,056,329 | $3,365,142 â–² | 486.9% | 47,090 | 2.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $3,800,857 | $841,850 â–² | 28.5% | 23,956 | 1.9% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,624,243 | $128,921 â–¼ | -3.4% | 31,064 | 1.8% | CL A |
AMZN Amazon.com | $3,285,511 | $15,492 â–¼ | -0.5% | 13,785 | 1.7% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,188,853 | $757,883 â–² | 31.2% | 94,233 | 1.6% | ETF |
ET Energy Transfer | $3,134,348 | $23,690 â–¼ | -0.8% | 163,930 | 1.6% | Energy |
ORCL Oracle | $2,468,905 | $94,670 â–² | 4.0% | 16,847 | 1.3% | Technology |
SPLG SPDR Portfolio S&P 500 ETF | $2,439,718 | $94,031 â–² | 4.0% | 27,762 | 1.2% | ETF |
TSLA Tesla | $2,379,335 | $15,983 â–² | 0.7% | 5,657 | 1.2% | Consumer Discretionary |
XOM ExxonMobil | $2,272,111 | $21,328 â–¼ | -0.9% | 16,619 | 1.2% | Energy |
VTEB Vanguard Tax-Exempt Bond ETF | $2,062,674 | $1,103,414 â–² | 115.0% | 40,780 | 1.0% | ETF |
VNO Vornado Realty Trust | $1,807,445 | $951,963 â–¼ | -34.5% | 45,991 | 0.9% | Real Estate |
SCHD Schwab US Dividend Equity ETF | $1,805,021 | $371,519 â–² | 25.9% | 56,922 | 0.9% | ETF |
MSFT Microsoft | $1,757,401 | $98,483 â–² | 5.9% | 4,711 | 0.9% | Technology |
FDVV Fidelity High Dividend ETF | $1,641,396 | $344,316 â–² | 26.5% | 27,225 | 0.8% | ETF |
FHLC Fidelity MSCI Health Care Index ETF | $1,449,727 | $22,402 â–¼ | -1.5% | 18,767 | 0.7% | ETF |
CAVA CAVA Group | $1,347,502 | $2,511 â–¼ | -0.2% | 17,170 | 0.7% | Consumer Discretionary |
AMD Advanced Micro Devices | $1,244,310 | $395,600 â–² | 46.6% | 2,142 | 0.6% | Technology |
LLY Eli Lilly and Company | $1,239,339 | $422,311 â–¼ | -25.4% | 1,033 | 0.6% | Healthcare |
CRWD CrowdStrike | $1,213,387 | $34,341 â–² | 2.9% | 1,590 | 0.6% | Technology |
VB Vanguard Small-Cap ETF | $1,136,094 | $688,386 â–² | 153.8% | 3,748 | 0.6% | ETF |
ISHARES BITCOIN TRUST ETF
| $1,117,222 | $28,064 â–¼ | -2.5% | 33,560 | 0.6% | SHS BEN INT |
TSM Taiwan Semiconductor Manufacturing | $1,110,543 | $138,997 â–² | 14.3% | 2,325 | 0.6% | Technology |
SPY SPDR S&P 500 ETF Trust | $1,109,981 | $3,735 â–² | 0.3% | 1,486 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,097,564 | $83,356 â–¼ | -7.1% | 7,400 | 0.6% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $1,081,091 | $4,644 â–² | 0.4% | 6,053 | 0.5% | ETF |
META Meta Platforms | $1,070,408 | $1,214,631 â–¼ | -53.2% | 1,900 | 0.5% | Communication Services |
PLAINS ALL AMERN PIPELINE L
| $1,038,067 | $96,007 â–¼ | -8.5% | 46,634 | 0.5% | UNIT LTD PARTN |
AVGO Broadcom | $1,023,713 | $82,728 â–² | 8.8% | 2,710 | 0.5% | Technology |
XLK Technology Select Sector SPDR Fund | $967,348 | $28,580 â–² | 3.0% | 5,077 | 0.5% | ETF |
VANGUARD NY TAX FREE FDS
| $960,374 | $960,374 â–² | New Holding | 9,234 | 0.5% | TAX EXEMPT BD |
IWY iShares Russell Top 200 Growth ETF | $953,637 | $21,218 â–² | 2.3% | 3,281 | 0.5% | ETF |
DXJ WisdomTree Japan Hedged Equity Fund | $908,376 | $77,390 â–² | 9.3% | 5,235 | 0.5% | ETF |
DGRO iShares Core Dividend Growth ETF | $902,804 | $327,335 â–² | 56.9% | 11,912 | 0.5% | ETF |
VZ Verizon Communications | $864,028 | $81,419 â–¼ | -8.6% | 20,407 | 0.4% | Communication Services |
VBR Vanguard Small-Cap Value ETF | $837,437 | $342,897 â–² | 69.3% | 3,446 | 0.4% | ETF |
MRVL Marvell Technology | $799,238 | $106,942 â–² | 15.4% | 2,683 | 0.4% | Technology |
GS The Goldman Sachs Group | $793,511 | $25,271 â–¼ | -3.1% | 785 | 0.4% | Finance |
YNDX Yandex | $787,086 | $42,254 â–² | 5.7% | 2,850 | 0.4% | Technology |
VRT Vertiv | $760,766 | $11,050 â–² | 1.5% | 2,272 | 0.4% | Industrials |
SPYV SPDR Portfolio S&P 500 Value ETF | $756,920 | $108,574 â–² | 16.7% | 12,451 | 0.4% | ETF |
MELI MercadoLibre | $748,550 | $6,790 â–¼ | -0.9% | 441 | 0.4% | Consumer Discretionary |
ARKG ARK Genomic Revolution ETF | $693,360 | $2,902 â–¼ | -0.4% | 16,485 | 0.4% | ETF |
UNH UnitedHealth Group | $688,970 | $91,835 â–¼ | -11.8% | 1,658 | 0.3% | Healthcare |
IUSV iShares Core S&P U.S. Value ETF | $681,204 | $88,675 â–² | 15.0% | 6,184 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $643,448 | $1,380 â–² | 0.2% | 13,057 | 0.3% | ETF |
NFLX Netflix | $641,958 | $31,059 â–¼ | -4.6% | 8,991 | 0.3% | Communication Services |
KMI Kinder Morgan | $606,571 | $3,549 â–² | 0.6% | 18,973 | 0.3% | Energy |
PFF iShares Preferred and Income Securities ETF | $595,450 | $10,184 â–¼ | -1.7% | 19,529 | 0.3% | ETF |
ARK ETF TR
| $592,492 | $1,051 â–¼ | -0.2% | 7,331 | 0.3% | INNOVATION ETF |
UBER Uber Technologies | $546,394 | $10,824 â–¼ | -1.9% | 7,572 | 0.3% | Industrials |
ROCKET LAB CORP
| $546,165 | $36,594 â–² | 7.2% | 5,373 | 0.3% | COM |
JPM JPMorgan Chase & Co. | $540,714 | $33,058 â–² | 6.5% | 1,652 | 0.3% | Finance |
J P MORGAN EXCHANGE TRADED F
| $502,163 | $89,656 â–² | 21.7% | 5,461 | 0.3% | JPMORGAN INTL VL |
VCSH Vanguard Short-Term Corporate Bond ETF | $499,654 | $55,008 â–² | 12.4% | 6,322 | 0.3% | ETF |
LOW Lowe's Companies | $499,146 | $71,212 â–² | 16.6% | 2,264 | 0.3% | Consumer Discretionary |
BRK.B Berkshire Hathaway | $451,855 | | 0.0% | 903 | 0.2% | Finance |
IVV iShares Core S&P 500 ETF | $433,607 | $210,438 â–¼ | -32.7% | 579 | 0.2% | ETF |
BP BP | $423,805 | $38,353 â–¼ | -8.3% | 11,470 | 0.2% | Energy |
EMQQ Emerging Markets Internet ETF | $418,341 | $4,993 â–² | 1.2% | 13,407 | 0.2% | ETF |
FPE First Trust Preferred Securities and Income ETF | $403,034 | $31,630 â–¼ | -7.3% | 22,541 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $388,155 | $292,048 â–² | 303.9% | 3,126 | 0.2% | ETF |
PFFD Global X U.S. Preferred ETF | $378,567 | $37,380 â–¼ | -9.0% | 20,255 | 0.2% | ETF |
PYPL PayPal | $373,248 | $49,139 â–¼ | -11.6% | 8,644 | 0.2% | Finance |
VBK Vanguard Small-Cap Growth ETF | $364,241 | | 0.0% | 996 | 0.2% | ETF |
THE ALGER ETF TRUST
| $362,605 | $18,621 â–² | 5.4% | 7,945 | 0.2% | AI ENABLERS ADOP |
MUB iShares National Muni Bond ETF | $349,765 | $107,620 â–² | 44.4% | 3,250 | 0.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $348,848 | $24,725 â–² | 7.6% | 3,612 | 0.2% | ETF |
INDA iShares MSCI India ETF | $344,177 | $21,783 â–¼ | -6.0% | 6,968 | 0.2% | ETF |
D-WAVE QUANTUM INC
| $328,903 | $328,903 â–² | New Holding | 13,710 | 0.2% | COM |
ARKQ ARK Autonomous Technology & Robotics ETF | $303,445 | $303,445 â–² | New Holding | 2,295 | 0.2% | ETF |
SO Southern | $301,008 | | 0.0% | 3,145 | 0.2% | Utilities |
QQQM Invesco NASDAQ 100 ETF | $294,185 | $4,848 â–² | 1.7% | 971 | 0.1% | ETF |
HD Home Depot | $285,070 | $55,038 â–² | 23.9% | 808 | 0.1% | Consumer Discretionary |
J P MORGAN EXCHANGE TRADED F
| $283,446 | $17,013 â–² | 6.4% | 5,298 | 0.1% | ACTIVE BOND ETF |
NVO Novo Nordisk A/S | $280,121 | $280,121 â–² | New Holding | 5,843 | 0.1% | Healthcare |
RDVY First Trust Rising Dividend Achievers ETF | $272,524 | $272,524 â–² | New Holding | 3,362 | 0.1% | ETF |
COST Costco Wholesale | $264,705 | $14,030 â–¼ | -5.0% | 283 | 0.1% | Consumer Staples |
PWR Quanta Services | $260,655 | $19,441 â–¼ | -6.9% | 362 | 0.1% | Industrials |
PFE Pfizer | $257,922 | $84,401 â–² | 48.6% | 10,711 | 0.1% | Healthcare |
MSGS Madison Square Garden | $255,570 | | 0.0% | 636 | 0.1% | Communication Services |
XBI SPDR S&P Biotech ETF | $254,152 | | 0.0% | 1,606 | 0.1% | ETF |
SPACE EXPLORATION TECHN CORP
| $251,337 | $251,337 â–² | New Holding | 1,471 | 0.1% | CLASS A COM STK |
MGK Vanguard Mega Cap Growth ETF | $249,840 | $249,840 â–² | New Holding | 2,842 | 0.1% | ETF |
LAM RESEARCH CORP
| $246,999 | $246,999 â–² | New Holding | 570 | 0.1% | COM NEW |
T AT&T | $237,326 | $4,078 â–² | 1.7% | 11,465 | 0.1% | Communication Services |
