IVV iShares Core S&P 500 ETF | $85,990,864 | $3,658,961 ▲ | 4.4% | 138,494 | 6.3% | ETF |
AAPL Apple | $53,154,642 | $777,595 ▼ | -1.4% | 259,076 | 3.9% | Computer and Technology |
JEPI JPMorgan Equity Premium Income ETF | $46,337,225 | $2,905,205 ▲ | 6.7% | 815,079 | 3.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $37,540,682 | $1,917,835 ▼ | -4.9% | 378,434 | 2.7% | Finance |
XLK Technology Select Sector SPDR Fund | $33,981,010 | $539,381 ▼ | -1.6% | 134,190 | 2.5% | ETF |
MSFT Microsoft | $33,782,532 | $116,891 ▼ | -0.3% | 67,917 | 2.5% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $31,101,837 | $367,237 ▼ | -1.2% | 1,173,654 | 2.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $27,457,053 | $569,036 ▼ | -2.0% | 44,440 | 2.0% | Finance |
QQQM Invesco NASDAQ 100 ETF | $24,960,193 | $1,506,814 ▲ | 6.4% | 109,908 | 1.8% | ETF |
NVDA NVIDIA | $21,322,935 | $764,671 ▲ | 3.7% | 134,964 | 1.6% | Computer and Technology |
AMZN Amazon.com | $18,677,987 | $166,517 ▲ | 0.9% | 85,136 | 1.4% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $18,468,490 | $319,151 ▼ | -1.7% | 38,019 | 1.3% | Finance |
IVW iShares S&P 500 Growth ETF | $17,495,793 | $628,562 ▼ | -3.5% | 158,908 | 1.3% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $15,802,587 | $886,534 ▲ | 5.9% | 296,539 | 1.2% | Manufacturing |
XLC Communication Services Select Sector SPDR Fund | $14,784,580 | $88,994 ▼ | -0.6% | 136,226 | 1.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $14,527,655 | $741,295 ▲ | 5.4% | 286,655 | 1.1% | ETF |
SDY SPDR S&P Dividend ETF | $14,363,099 | $566,809 ▼ | -3.8% | 105,821 | 1.0% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $14,014,829 | $1,279,212 ▼ | -8.4% | 64,486 | 1.0% | Finance |
JPM JPMorgan Chase & Co. | $13,570,417 | $183,803 ▲ | 1.4% | 46,809 | 1.0% | Finance |
AVGO Broadcom | $13,478,166 | $148,300 ▲ | 1.1% | 48,896 | 1.0% | Computer and Technology |
EFV iShares MSCI EAFE Value ETF | $13,393,478 | $539,644 ▲ | 4.2% | 210,987 | 1.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $13,107,904 | $843,318 ▲ | 6.9% | 99,197 | 1.0% | ETF |
XLF Financial Select Sector SPDR Fund | $13,092,987 | $49,175 ▲ | 0.4% | 250,009 | 1.0% | ETF |
XLV Health Care Select Sector SPDR Fund | $12,617,609 | $146,517 ▼ | -1.1% | 93,609 | 0.9% | ETF |
IWY iShares Russell Top 200 Growth ETF | $12,199,851 | $161,218 ▲ | 1.3% | 49,490 | 0.9% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $11,545,331 | $438,045 ▲ | 3.9% | 209,534 | 0.8% | ETF |
COST Costco Wholesale | $11,207,566 | $68,309 ▼ | -0.6% | 11,321 | 0.8% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $11,149,972 | $57,456 ▼ | -0.5% | 99,553 | 0.8% | ETF |
BUFR FT Vest Laddered Buffer ETF | $10,950,171 | $2,119,883 ▲ | 24.0% | 344,345 | 0.8% | ETF |
GOOGL Alphabet | $10,884,154 | $97,984 ▲ | 0.9% | 61,761 | 0.8% | Computer and Technology |
FVD First Trust Value Line Dividend Index Fund | $10,807,968 | $333,328 ▼ | -3.0% | 241,789 | 0.8% | ETF |
V Visa | $10,504,849 | $228,652 ▼ | -2.1% | 29,587 | 0.8% | Business Services |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,735,383 | $225,930 ▼ | -2.5% | 104,316 | 0.6% | Manufacturing |
HD Home Depot | $8,675,668 | $168,652 ▼ | -1.9% | 23,663 | 0.6% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $8,504,821 | $642,083 ▲ | 8.2% | 133,013 | 0.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $8,403,062 | $490,287 ▼ | -5.5% | 147,396 | 0.6% | ETF |
META Meta Platforms | $8,017,676 | $492,294 ▲ | 6.5% | 10,863 | 0.6% | Computer and Technology |
IBM International Business Machines | $8,014,686 | $344,005 ▼ | -4.1% | 27,189 | 0.6% | Computer and Technology |
XOM Exxon Mobil | $7,663,941 | $116,424 ▼ | -1.5% | 71,094 | 0.6% | Energy |
IWP iShares Russell Mid-Cap Growth ETF | $7,472,594 | $232,704 ▲ | 3.2% | 53,884 | 0.5% | ETF |
PPA Invesco Aerospace & Defense ETF | $7,383,724 | $5,951 ▼ | -0.1% | 52,112 | 0.5% | ETF |
LLY Eli Lilly and Company | $7,234,320 | $215,159 ▼ | -2.9% | 9,280 | 0.5% | Medical |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $7,142,847 | $534,059 ▼ | -7.0% | 129,306 | 0.5% | Finance |
GOOG Alphabet | $7,115,667 | $84,793 ▼ | -1.2% | 40,113 | 0.5% | Computer and Technology |
VTWO Vanguard Russell 2000 ETF | $6,997,653 | $758,639 ▲ | 12.2% | 80,230 | 0.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,831,126 | | 0.0% | 33,376 | 0.5% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $6,171,845 | $319,219 ▼ | -4.9% | 194,328 | 0.5% | Finance |
TSM Taiwan Semiconductor Manufacturing | $6,115,004 | $110,754 ▼ | -1.8% | 26,999 | 0.4% | Computer and Technology |
SAP SAP | $6,021,484 | $222,297 ▼ | -3.6% | 19,801 | 0.4% | Computer and Technology |
IWM iShares Russell 2000 ETF | $6,015,639 | $1,520,256 ▲ | 33.8% | 27,877 | 0.4% | Finance |
IWF iShares Russell 1000 Growth ETF | $5,934,987 | $158,374 ▲ | 2.7% | 13,978 | 0.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,822,738 | $1,295,862 ▲ | 28.6% | 69,750 | 0.4% | ETF |
XLI Industrial Select Sector SPDR Fund | $5,750,987 | $41,454 ▼ | -0.7% | 38,984 | 0.4% | ETF |
QQQ Invesco QQQ | $5,728,546 | $751,854 ▼ | -11.6% | 10,385 | 0.4% | Finance |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $5,719,109 | $433,668 ▲ | 8.2% | 653,612 | 0.4% | Financial Services |
JMST JPMorgan Ultra-Short Municipal ETF | $5,690,962 | $970,788 ▼ | -14.6% | 111,763 | 0.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,649,799 | $225,810 ▼ | -3.8% | 19,866 | 0.4% | ETF |
MCD McDonald's | $5,638,572 | $144,039 ▼ | -2.5% | 19,299 | 0.4% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $5,419,911 | $156,298 ▲ | 3.0% | 68,868 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $5,307,682 | $562,722 ▲ | 11.9% | 88,417 | 0.4% | ETF |
FDL First Trust Morningstar Dividend Leaders Index Fund | $5,218,086 | $515,042 ▲ | 11.0% | 124,626 | 0.4% | ETF |
BILS SPDR Bloomberg 3-12 Month T-Bill ETF | $5,154,749 | $5,154,749 ▲ | New Holding | 51,843 | 0.4% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $4,975,746 | $556,614 ▲ | 12.6% | 59,661 | 0.4% | ETF |
OKE ONEOK | $4,931,350 | $215,748 ▼ | -4.2% | 60,411 | 0.4% | Energy |
DAUG FT Vest U.S. Equity Deep Buffer ETF - August | $4,835,851 | $55,616 ▼ | -1.1% | 116,079 | 0.4% | ETF |
GLD SPDR Gold Shares | $4,799,548 | $294,161 ▲ | 6.5% | 15,745 | 0.4% | Finance |
ABBV AbbVie | $4,782,574 | $119,170 ▼ | -2.4% | 25,765 | 0.3% | Medical |
QCOM QUALCOMM | $4,710,123 | $151,616 ▼ | -3.1% | 29,575 | 0.3% | Computer and Technology |
ARES Ares Management | $4,652,845 | $236,938 ▼ | -4.8% | 26,864 | 0.3% | Finance |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $4,621,559 | $1,590,099 ▲ | 52.5% | 89,984 | 0.3% | ETF |
WSO Watsco | $4,485,976 | $205,353 ▼ | -4.4% | 10,158 | 0.3% | Construction |
CTAS Cintas | $4,424,105 | $188,099 ▼ | -4.1% | 19,851 | 0.3% | Business Services |
VZ Verizon Communications | $4,390,312 | $55,213 ▼ | -1.2% | 101,463 | 0.3% | Computer and Technology |
FBND Fidelity Total Bond ETF | $4,331,338 | $141,551 ▲ | 3.4% | 94,674 | 0.3% | ETF |
WMT Walmart | $4,261,823 | $54,268 ▼ | -1.3% | 43,586 | 0.3% | Retail/Wholesale |
EPI WisdomTree India Earnings Fund | $4,204,891 | $41,109 ▲ | 1.0% | 88,580 | 0.3% | Finance |
TXN Texas Instruments | $4,146,369 | $1,261,288 ▲ | 43.7% | 19,971 | 0.3% | Computer and Technology |
SNA Snap-On | $4,123,884 | $239,616 ▼ | -5.5% | 13,252 | 0.3% | Consumer Discretionary |
MMC Marsh & McLennan Companies | $4,099,161 | $22,302 ▼ | -0.5% | 18,748 | 0.3% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $3,976,380 | $485,390 ▼ | -10.9% | 36,414 | 0.3% | ETF |
PM Philip Morris International | $3,967,506 | $81,230 ▲ | 2.1% | 21,784 | 0.3% | Consumer Staples |
AOR iShares Core 60/40 Balanced Allocation ETF | $3,920,503 | $601,104 ▲ | 18.1% | 63,676 | 0.3% | ETF |
BK Bank of New York Mellon | $3,913,995 | $192,515 ▼ | -4.7% | 42,959 | 0.3% | Finance |
ADP Automatic Data Processing | $3,905,612 | $114,109 ▼ | -2.8% | 12,664 | 0.3% | Computer and Technology |
PG Procter & Gamble | $3,833,542 | $139,882 ▼ | -3.5% | 24,062 | 0.3% | Consumer Staples |
RELX Relx | $3,724,681 | $139,926 ▼ | -3.6% | 68,544 | 0.3% | Computer and Technology |
MA Mastercard | $3,609,105 | $89,343 ▲ | 2.5% | 6,423 | 0.3% | Business Services |
AJG Arthur J. Gallagher & Co. | $3,599,286 | $182,461 ▼ | -4.8% | 11,244 | 0.3% | Finance |
CSCO Cisco Systems | $3,566,586 | $180,386 ▼ | -4.8% | 51,407 | 0.3% | Computer and Technology |
XLU Utilities Select Sector SPDR Fund | $3,541,492 | $202,516 ▲ | 6.1% | 43,369 | 0.3% | ETF |
MRK Merck & Co., Inc. | $3,476,779 | $254,895 ▼ | -6.8% | 43,921 | 0.3% | Medical |
SCHA Schwab US Small-Cap ETF | $3,472,089 | $239,818 ▼ | -6.5% | 137,237 | 0.3% | ETF |
FPE First Trust Preferred Securities and Income ETF | $3,447,434 | $72,126 ▲ | 2.1% | 193,676 | 0.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $3,391,883 | $76,401 ▲ | 2.3% | 78,625 | 0.2% | ETF |
FJAN FT Vest U.S. Equity Buffer ETF - January | $3,338,676 | $869,547 ▼ | -20.7% | 70,214 | 0.2% | ETF |
UNH UnitedHealth Group | $3,309,574 | $379,342 ▼ | -10.3% | 10,609 | 0.2% | Medical |
WM Waste Management | $3,266,092 | $31,119 ▲ | 1.0% | 14,274 | 0.2% | Business Services |
GILD Gilead Sciences | $3,260,021 | $455,343 ▲ | 16.2% | 29,404 | 0.2% | Medical |
RSG Republic Services | $3,257,136 | $2,814,237 ▼ | -46.4% | 13,208 | 0.2% | Business Services |
HCA HCA Healthcare | $3,255,004 | $95,780 ▼ | -2.9% | 8,496 | 0.2% | Medical |
