IVV iShares Core S&P 500 ETF | $74,508,662 | $1,137,288 ▲ | 1.6% | 132,601 | 5.8% | ETF |
AAPL Apple | $58,390,484 | $967,155 ▼ | -1.6% | 262,866 | 4.5% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $43,653,593 | $3,077,389 ▲ | 7.6% | 763,976 | 3.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $39,347,114 | $4,733,817 ▼ | -10.7% | 397,767 | 3.0% | Finance |
SCHD Schwab US Dividend Equity ETF | $33,202,849 | $2,998,683 ▲ | 9.9% | 1,187,512 | 2.6% | ETF |
XLK Technology Select Sector SPDR Fund | $28,147,314 | $205,034 ▲ | 0.7% | 136,320 | 2.2% | ETF |
MSFT Microsoft | $25,583,764 | $122,753 ▲ | 0.5% | 68,152 | 2.0% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $25,374,418 | $2,813,164 ▲ | 12.5% | 45,361 | 2.0% | Finance |
BRK.B Berkshire Hathaway | $20,598,064 | $363,752 ▲ | 1.8% | 38,676 | 1.6% | Finance |
QQQM Invesco NASDAQ 100 ETF | $19,933,820 | $473,094 ▲ | 2.4% | 103,273 | 1.5% | ETF |
AMZN Amazon.com | $16,053,568 | $155,442 ▲ | 1.0% | 84,377 | 1.2% | Retail/Wholesale |
IVW iShares S&P 500 Growth ETF | $15,281,439 | $362,409 ▼ | -2.3% | 164,617 | 1.2% | ETF |
SDY SPDR S&P Dividend ETF | $14,924,352 | $640,136 ▼ | -4.1% | 109,997 | 1.2% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $14,700,509 | $751,089 ▲ | 5.4% | 279,903 | 1.1% | Manufacturing |
NVDA NVIDIA | $14,102,877 | $259,788 ▲ | 1.9% | 130,124 | 1.1% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $13,895,630 | $227,868 ▲ | 1.7% | 70,372 | 1.1% | Finance |
XLV Health Care Select Sector SPDR Fund | $13,826,560 | $842,916 ▼ | -5.7% | 94,696 | 1.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $13,772,781 | $298,869 ▼ | -2.1% | 272,028 | 1.1% | ETF |
XLC Communication Services Select Sector SPDR Fund | $13,218,041 | $388,692 ▲ | 3.0% | 137,046 | 1.0% | ETF |
XLF Financial Select Sector SPDR Fund | $12,406,199 | $588,357 ▲ | 5.0% | 249,070 | 1.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $11,934,502 | $974,041 ▲ | 8.9% | 202,486 | 0.9% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $11,691,946 | $23,808 ▼ | -0.2% | 92,815 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $11,326,801 | $119,217 ▲ | 1.1% | 46,175 | 0.9% | Finance |
FVD First Trust Value Line Dividend Index Fund | $11,113,857 | $295,230 ▼ | -2.6% | 249,246 | 0.9% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $11,038,731 | $319,689 ▲ | 3.0% | 201,584 | 0.9% | ETF |
COST Costco Wholesale | $10,772,688 | $406,695 ▼ | -3.6% | 11,390 | 0.8% | Retail/Wholesale |
V Visa | $10,594,854 | $244,974 ▼ | -2.3% | 30,231 | 0.8% | Business Services |
IWY iShares Russell Top 200 Growth ETF | $10,301,412 | $1,806,059 ▲ | 21.3% | 48,836 | 0.8% | ETF |
EFG iShares MSCI EAFE Growth ETF | $10,006,580 | $1,147,898 ▼ | -10.3% | 100,066 | 0.8% | ETF |
GOOGL Alphabet | $9,464,806 | $354,128 ▼ | -3.6% | 61,205 | 0.7% | Computer and Technology |
HD Home Depot | $8,840,965 | $97,854 ▼ | -1.1% | 24,123 | 0.7% | Retail/Wholesale |
XOM Exxon Mobil | $8,583,656 | $902,798 ▲ | 11.8% | 72,174 | 0.7% | Energy |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,546,101 | $165,389 ▼ | -1.9% | 107,014 | 0.7% | Manufacturing |
BUFR FT Vest Laddered Buffer ETF | $8,244,379 | $2,930,463 ▲ | 55.1% | 277,682 | 0.6% | ETF |
AVGO Broadcom | $8,096,524 | $815,378 ▲ | 11.2% | 48,358 | 0.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $7,929,255 | $511,603 ▼ | -6.1% | 155,996 | 0.6% | ETF |
LLY Eli Lilly and Company | $7,892,432 | $80,114 ▼ | -1.0% | 9,556 | 0.6% | Medical |
DGRO iShares Core Dividend Growth ETF | $7,597,136 | $482,069 ▲ | 6.8% | 122,971 | 0.6% | ETF |
IBM International Business Machines | $7,050,879 | $59,926 ▲ | 0.9% | 28,356 | 0.5% | Computer and Technology |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $6,713,820 | $236,574 ▼ | -3.4% | 138,974 | 0.5% | Finance |
JMST JPMorgan Ultra-Short Municipal ETF | $6,652,594 | $783,241 ▼ | -10.5% | 130,828 | 0.5% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $6,531,959 | $188,596 ▼ | -2.8% | 204,379 | 0.5% | Finance |
VIG Vanguard Dividend Appreciation ETF | $6,474,667 | $1,032,230 ▼ | -13.8% | 33,376 | 0.5% | ETF |
GOOG Alphabet | $6,341,500 | $243,249 ▲ | 4.0% | 40,591 | 0.5% | Computer and Technology |
OKE ONEOK | $6,256,218 | $221,757 ▼ | -3.4% | 63,054 | 0.5% | Energy |
UNH UnitedHealth Group | $6,193,405 | $371,866 ▼ | -5.7% | 11,825 | 0.5% | Medical |
MCD McDonald's | $6,182,374 | $164,930 ▼ | -2.6% | 19,792 | 0.5% | Retail/Wholesale |
IWP iShares Russell Mid-Cap Growth ETF | $6,133,736 | $349,653 ▲ | 6.0% | 52,206 | 0.5% | ETF |
PPA Invesco Aerospace & Defense ETF | $6,078,494 | $156,292 ▲ | 2.6% | 52,154 | 0.5% | ETF |
RSG Republic Services | $5,961,892 | $186,945 ▼ | -3.0% | 24,620 | 0.5% | Business Services |
META Meta Platforms | $5,876,766 | $349,862 ▲ | 6.3% | 10,196 | 0.5% | Computer and Technology |
VTWO Vanguard Russell 2000 ETF | $5,769,045 | $511,885 ▲ | 9.7% | 71,532 | 0.4% | ETF |
ABBV AbbVie | $5,532,897 | $43,371 ▼ | -0.8% | 26,407 | 0.4% | Medical |
SAP SAP | $5,511,610 | $1,900,018 ▼ | -25.6% | 20,532 | 0.4% | Computer and Technology |
QQQ Invesco QQQ | $5,508,686 | $13,598 ▼ | -0.2% | 11,748 | 0.4% | Finance |
WSO Watsco | $5,399,671 | $242,459 ▼ | -4.3% | 10,623 | 0.4% | Construction |
BSV Vanguard Short-Term Bond ETF | $5,235,526 | $392,105 ▲ | 8.1% | 66,882 | 0.4% | ETF |
XLI Industrial Select Sector SPDR Fund | $5,146,503 | $469,103 ▲ | 10.0% | 39,265 | 0.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,054,354 | $343,970 ▼ | -6.4% | 20,660 | 0.4% | ETF |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $4,916,968 | $155,482 ▲ | 3.3% | 604,050 | 0.4% | Financial Services |
IWF iShares Russell 1000 Growth ETF | $4,912,504 | $29,609 ▼ | -0.6% | 13,605 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $4,879,403 | $419,327 ▲ | 9.4% | 112,325 | 0.4% | ETF |
SNA Snap-on | $4,725,609 | $199,175 ▼ | -4.0% | 14,022 | 0.4% | Consumer Discretionary |
QCOM QUALCOMM | $4,689,260 | $41,936 ▼ | -0.9% | 30,527 | 0.4% | Computer and Technology |
VZ Verizon Communications | $4,660,239 | $667,608 ▼ | -12.5% | 102,739 | 0.4% | Computer and Technology |
MMC Marsh & McLennan Companies | $4,599,954 | $43,925 ▼ | -0.9% | 18,850 | 0.4% | Finance |
TSM Taiwan Semiconductor Manufacturing | $4,563,008 | $185,588 ▼ | -3.9% | 27,488 | 0.4% | Computer and Technology |
DAUG FT Vest U.S. Equity Deep Buffer ETF - August | $4,555,358 | $191,737 ▼ | -4.0% | 117,414 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $4,265,941 | $306,657 ▲ | 7.7% | 79,043 | 0.3% | ETF |
GLD SPDR Gold Shares | $4,258,709 | $250,682 ▲ | 6.3% | 14,780 | 0.3% | Finance |
CTAS Cintas | $4,253,535 | $284,049 ▼ | -6.3% | 20,695 | 0.3% | Business Services |
PG Procter & Gamble | $4,250,200 | $59,987 ▼ | -1.4% | 24,940 | 0.3% | Consumer Staples |
MRK Merck & Co., Inc. | $4,231,412 | $163,993 ▼ | -3.7% | 47,141 | 0.3% | Medical |
FBND Fidelity Total Bond ETF | $4,180,609 | $602,669 ▲ | 16.8% | 91,580 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $4,155,864 | $517,688 ▼ | -11.1% | 20,832 | 0.3% | Finance |
ARES Ares Management | $4,139,094 | $120,660 ▼ | -2.8% | 28,232 | 0.3% | Finance |
IEFA iShares Core MSCI EAFE ETF | $4,102,273 | $1,696,376 ▲ | 70.5% | 54,227 | 0.3% | ETF |
AJG Arthur J. Gallagher & Co. | $4,078,515 | $427,737 ▼ | -9.5% | 11,814 | 0.3% | Finance |
AOA iShares Core 80/20 Aggressive Allocation ETF | $4,053,479 | $735,849 ▲ | 22.2% | 52,987 | 0.3% | ETF |
ADP Automatic Data Processing | $3,982,313 | $113,964 ▼ | -2.8% | 13,034 | 0.3% | Business Services |
FJAN FT Vest U.S. Equity Buffer ETF - January | $3,925,019 | $1,223,882 ▼ | -23.8% | 88,501 | 0.3% | ETF |
WMT Walmart | $3,875,113 | $144,326 ▼ | -3.6% | 44,141 | 0.3% | Retail/Wholesale |
EPI WisdomTree India Earnings Fund | $3,833,977 | $1,045,280 ▲ | 37.5% | 87,714 | 0.3% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $3,791,334 | $13,362 ▲ | 0.4% | 40,859 | 0.3% | ETF |
BK Bank of New York Mellon | $3,780,151 | $433,184 ▲ | 12.9% | 45,072 | 0.3% | Finance |
RELX Relx | $3,585,109 | $370,463 ▼ | -9.4% | 71,119 | 0.3% | Computer and Technology |
WEC WEC Energy Group | $3,456,983 | $157,150 ▼ | -4.3% | 31,721 | 0.3% | Utilities |
SCHA Schwab US Small-Cap ETF | $3,437,567 | $183,247 ▼ | -5.1% | 146,716 | 0.3% | ETF |
LINDE PLC
| $3,436,114 | $190,455 ▼ | -5.3% | 7,379 | 0.3% | SHS |
MA Mastercard | $3,433,169 | $101,943 ▼ | -2.9% | 6,264 | 0.3% | Business Services |
PM Philip Morris International | $3,387,047 | $5,556 ▲ | 0.2% | 21,338 | 0.3% | Consumer Staples |
FPE First Trust Preferred Securities and Income ETF | $3,335,487 | $520,805 ▲ | 18.5% | 189,624 | 0.3% | ETF |
CSCO Cisco Systems | $3,332,793 | $111,264 ▼ | -3.2% | 54,007 | 0.3% | Computer and Technology |
WM Waste Management | $3,273,042 | $43,986 ▼ | -1.3% | 14,138 | 0.3% | Business Services |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $3,267,832 | $232,372 ▼ | -6.6% | 76,854 | 0.3% | ETF |
XLU Utilities Select Sector SPDR Fund | $3,224,077 | $482,874 ▲ | 17.6% | 40,889 | 0.2% | ETF |
ANGL VanEck Fallen Angel High Yield Bond ETF | $3,216,713 | $328,889 ▲ | 11.4% | 111,459 | 0.2% | Manufacturing |
BRK.A Berkshire Hathaway | $3,193,766 | $3,193,766 ▲ | New Holding | 4 | 0.2% | Finance |
MUB iShares National Muni Bond ETF | $3,111,007 | $1,324,959 ▼ | -29.9% | 29,505 | 0.2% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $3,103,789 | $307,080 ▲ | 11.0% | 53,913 | 0.2% | ETF |
