VUG Vanguard Growth ETF | $75,352,185 | $2,954,954 ▲ | 4.1% | 218,920 | 13.2% | ETF |
VTV Vanguard Value ETF | $73,988,109 | $1,826,963 ▲ | 2.5% | 454,305 | 13.0% | ETF |
IWD iShares Russell 1000 Value ETF | $38,964,685 | $697,634 ▲ | 1.8% | 217,546 | 6.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $37,757,726 | $753,645 ▲ | 2.0% | 112,024 | 6.6% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $22,006,810 | $787,016 ▲ | 3.7% | 438,645 | 3.9% | ETF |
AAPL Apple | $13,666,823 | $152,789 ▲ | 1.1% | 79,699 | 2.4% | Computer and Technology |
MSFT Microsoft | $13,449,170 | $559,137 ▲ | 4.3% | 31,967 | 2.4% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $11,475,144 | $23,015 ▲ | 0.2% | 21,938 | 2.0% | Finance |
VOOV Vanguard S&P 500 Value ETF | $10,400,527 | $12,813 ▼ | -0.1% | 57,630 | 1.8% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $9,836,811 | $234,319 ▲ | 2.4% | 32,283 | 1.7% | ETF |
VBR Vanguard Small-Cap Value ETF | $9,739,826 | $577,175 ▼ | -5.6% | 50,760 | 1.7% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $9,039,068 | $209,043 ▲ | 2.4% | 134,650 | 1.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $8,338,745 | $404,631 ▼ | -4.6% | 31,984 | 1.5% | ETF |
ESGU iShares ESG Aware MSCI USA ETF | $8,155,294 | $953,712 ▲ | 13.2% | 70,940 | 1.4% | Manufacturing |
EGLE Eagle Bulk Shipping | $8,093,853 | $888,260 ▲ | 12.3% | 129,564 | 1.4% | Transportation |
VTI Vanguard Total Stock Market ETF | $7,205,472 | $22,871 ▲ | 0.3% | 27,724 | 1.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $6,808,002 | $29,772 ▼ | -0.4% | 93,069 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $5,859,528 | $349,937 ▲ | 6.4% | 12,190 | 1.0% | ETF |
ARKW ARK Next Generation Internation ETF | $5,782,641 | $261,231 ▼ | -4.3% | 69,419 | 1.0% | ETF |
IEFA iShares Core MSCI EAFE ETF | $5,382,620 | $402,641 ▲ | 8.1% | 72,523 | 0.9% | ETF |
AMZN Amazon.com | $5,222,362 | $318,731 ▲ | 6.5% | 28,952 | 0.9% | Retail/Wholesale |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,211,927 | $1,564,580 ▲ | 42.9% | 90,532 | 0.9% | Manufacturing |
NVDA NVIDIA | $5,059,455 | $357,840 ▲ | 7.6% | 5,599 | 0.9% | Computer and Technology |
ESGV Vanguard ESG US Stock ETF | $4,656,909 | $968,434 ▲ | 26.3% | 49,972 | 0.8% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $4,387,780 | $355,600 ▲ | 8.8% | 54,909 | 0.8% | Manufacturing |
PG Procter & Gamble | $4,093,177 | $140,506 ▼ | -3.3% | 25,228 | 0.7% | Consumer Staples |
JPM JPMorgan Chase & Co. | $3,970,750 | $297,846 ▲ | 8.1% | 19,824 | 0.7% | Finance |
FSLY Fastly | $3,629,616 | | 0.0% | 279,847 | 0.6% | Computer and Technology |
GOOGL Alphabet | $3,592,134 | $212,509 ▲ | 6.3% | 23,800 | 0.6% | Computer and Technology |
ARKK ARK Innovation ETF | $3,380,479 | $138,520 ▼ | -3.9% | 67,502 | 0.6% | ETF |
QQQ Invesco QQQ | $3,374,306 | $846,240 ▲ | 33.5% | 7,600 | 0.6% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $3,320,102 | $35,699 ▼ | -1.1% | 30,412 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $3,114,792 | $95,038 ▲ | 3.1% | 7,407 | 0.5% | Finance |
GLD SPDR Gold Shares | $3,033,959 | $82,288 ▲ | 2.8% | 14,748 | 0.5% | Finance |
UNH UnitedHealth Group | $2,905,656 | $194,898 ▼ | -6.3% | 5,874 | 0.5% | Medical |
V Visa | $2,782,556 | $368,124 ▲ | 15.2% | 9,970 | 0.5% | Business Services |
JNJ Johnson & Johnson | $2,689,030 | $134,776 ▲ | 5.3% | 16,999 | 0.5% | Medical |
XOM Exxon Mobil | $2,610,697 | $55,213 ▼ | -2.1% | 22,460 | 0.5% | Oils/Energy |
XLK Technology Select Sector SPDR Fund | $2,548,808 | $129,960 ▲ | 5.4% | 12,238 | 0.4% | ETF |
IWO iShares Russell 2000 Growth ETF | $2,499,901 | $178,448 ▼ | -6.7% | 9,232 | 0.4% | ETF |
META Meta Platforms | $2,440,056 | $191,805 ▲ | 8.5% | 5,025 | 0.4% | Computer and Technology |
PEP PepsiCo | $2,396,216 | $115,856 ▲ | 5.1% | 13,692 | 0.4% | Consumer Staples |
LLY Eli Lilly and Company | $1,925,390 | $76,238 ▲ | 4.1% | 2,475 | 0.3% | Medical |
GOOG Alphabet | $1,913,042 | $271,182 ▲ | 16.5% | 12,564 | 0.3% | Computer and Technology |
SCHX Schwab US Large-Cap ETF | $1,806,838 | $5,089 ▲ | 0.3% | 29,114 | 0.3% | ETF |
ABBV AbbVie | $1,791,226 | $97,246 ▲ | 5.7% | 9,836 | 0.3% | Medical |
ACN Accenture | $1,781,080 | $294,247 ▲ | 19.8% | 5,139 | 0.3% | Business Services |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,771,187 | $5,261 ▲ | 0.3% | 35,353 | 0.3% | ETF |
MA Mastercard | $1,655,255 | $24,080 ▲ | 1.5% | 3,437 | 0.3% | Business Services |
MCD McDonald's | $1,594,689 | $15,225 ▲ | 1.0% | 5,656 | 0.3% | Retail/Wholesale |
IWN iShares Russell 2000 Value ETF | $1,573,867 | $10,482 ▼ | -0.7% | 9,910 | 0.3% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $1,568,434 | $192,289 ▲ | 14.0% | 38,948 | 0.3% | ETF |
MMC Marsh & McLennan Companies | $1,566,570 | $80,131 ▼ | -4.9% | 7,605 | 0.3% | Finance |
VIG Vanguard Dividend Appreciation ETF | $1,471,940 | $913 ▲ | 0.1% | 8,061 | 0.3% | ETF |
VONV Vanguard Russell 1000 Value | $1,465,349 | $79 ▲ | 0.0% | 18,634 | 0.3% | ETF |
HD Home Depot | $1,448,505 | $6,138 ▲ | 0.4% | 3,776 | 0.3% | Retail/Wholesale |
COST Costco Wholesale | $1,441,921 | $71,070 ▲ | 5.2% | 1,968 | 0.3% | Retail/Wholesale |
ADP Automatic Data Processing | $1,428,453 | $18,730 ▲ | 1.3% | 5,720 | 0.3% | Business Services |
LPTH LightPath Technologies | $1,419,905 | | 0.0% | 1,028,917 | 0.2% | Computer and Technology |
IAU iShares Gold Trust | $1,351,756 | | 0.0% | 32,177 | 0.2% | Finance |
AMAT Applied Materials | $1,306,467 | $12,168 ▲ | 0.9% | 6,335 | 0.2% | Computer and Technology |
CB Chubb | $1,275,769 | $9,588 ▲ | 0.8% | 4,923 | 0.2% | Finance |
VYM Vanguard High Dividend Yield ETF | $1,264,421 | $173,614 ▼ | -12.1% | 10,451 | 0.2% | ETF |
AVGO Broadcom | $1,261,334 | $109,969 ▲ | 9.6% | 952 | 0.2% | Computer and Technology |
VGT Vanguard Information Technology ETF | $1,220,333 | $1,049 ▲ | 0.1% | 2,327 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,208,667 | $150,374 ▼ | -11.1% | 5,747 | 0.2% | Finance |
HON Honeywell International | $1,159,746 | $125,006 ▲ | 12.1% | 5,650 | 0.2% | Multi-Sector Conglomerates |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,156,730 | $40,585 ▲ | 3.6% | 11,486 | 0.2% | ETF |
UNP Union Pacific | $1,146,534 | $14,510 ▲ | 1.3% | 4,662 | 0.2% | Transportation |
VTEB Vanguard Tax-Exempt Bond ETF | $1,124,466 | $107,220 ▲ | 10.5% | 22,223 | 0.2% | ETF |
MRK Merck & Co., Inc. | $1,111,605 | $51,199 ▲ | 4.8% | 8,424 | 0.2% | Medical |
MS Morgan Stanley | $1,095,697 | $25,611 ▲ | 2.4% | 11,637 | 0.2% | Finance |
ABT Abbott Laboratories | $1,029,210 | $75,131 ▲ | 7.9% | 9,055 | 0.2% | Medical |
BSX Boston Scientific | $1,027,282 | $15,684 ▲ | 1.6% | 14,999 | 0.2% | Medical |
TMO Thermo Fisher Scientific | $990,523 | $285,996 ▲ | 40.6% | 1,704 | 0.2% | Medical |
KO Coca-Cola | $988,443 | $43,377 ▲ | 4.6% | 16,156 | 0.2% | Consumer Staples |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $985,155 | $41,114 ▼ | -4.0% | 11,142 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $860,620 | $23,132 ▼ | -2.6% | 1,637 | 0.2% | ETF |
SYK Stryker | $849,426 | $9,303 ▲ | 1.1% | 2,374 | 0.1% | Medical |
DIS Walt Disney | $829,015 | $82,473 ▲ | 11.0% | 6,775 | 0.1% | Consumer Discretionary |
NUSC Nuveen ESG Small-Cap ETF | $826,253 | $277,941 ▼ | -25.2% | 19,867 | 0.1% | ETF |
MCK McKesson | $825,675 | $8,053 ▲ | 1.0% | 1,538 | 0.1% | Medical |
WMT Walmart | $802,193 | $538,406 ▲ | 204.1% | 13,332 | 0.1% | Retail/Wholesale |
CVX Chevron | $792,313 | $13,408 ▼ | -1.7% | 5,023 | 0.1% | Oils/Energy |
INTC Intel | $791,863 | $25,486 ▲ | 3.3% | 17,928 | 0.1% | Computer and Technology |
TSLA Tesla | $786,309 | $2,109 ▼ | -0.3% | 4,473 | 0.1% | Auto/Tires/Trucks |
YUM Yum! Brands | $780,461 | $4,298 ▲ | 0.6% | 5,629 | 0.1% | Retail/Wholesale |
GS The Goldman Sachs Group | $769,803 | $22,555 ▼ | -2.8% | 1,843 | 0.1% | Finance |
LINDE PLC
| $739,286 | $16,253 ▲ | 2.2% | 1,592 | 0.1% | SHS |
IJH iShares Core S&P Mid-Cap ETF | $729,389 | $583,912 ▲ | 401.4% | 12,008 | 0.1% | ETF |
PPG PPG Industries | $718,530 | $17,967 ▼ | -2.4% | 4,959 | 0.1% | Basic Materials |
AIQ Global X Future Analytics Tech ETF | $691,941 | $374 ▲ | 0.1% | 20,375 | 0.1% | ETF |
AMD Advanced Micro Devices | $689,291 | $5,776 ▲ | 0.8% | 3,819 | 0.1% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $681,509 | $112,625 ▲ | 19.8% | 4,024 | 0.1% | ETF |
CSCO Cisco Systems | $672,701 | $28,150 ▲ | 4.4% | 13,478 | 0.1% | Computer and Technology |
BAC Bank of America | $669,433 | $6,333 ▼ | -0.9% | 17,654 | 0.1% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $653,875 | $192,905 ▼ | -22.8% | 8,030 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $650,034 | $917,742 ▼ | -58.5% | 15,562 | 0.1% | ETF |
BRK.A Berkshire Hathaway | $634,440 | | 0.0% | 1 | 0.1% | Finance |
SBCF Seacoast Banking Co. of Florida | $631,221 | $9,394 ▼ | -1.5% | 24,861 | 0.1% | Finance |
ITW Illinois Tool Works | $629,483 | $4,830 ▲ | 0.8% | 2,346 | 0.1% | Industrial Products |
ECL Ecolab | $622,177 | $63,026 ▲ | 11.3% | 2,695 | 0.1% | Basic Materials |
ORCL Oracle | $613,479 | $43,084 ▲ | 7.6% | 4,884 | 0.1% | Computer and Technology |
EFA iShares MSCI EAFE ETF | $609,571 | | 0.0% | 7,633 | 0.1% | Finance |
EMR Emerson Electric | $607,856 | $2,949 ▼ | -0.5% | 5,359 | 0.1% | Industrial Products |
TTEK Tetra Tech | $603,272 | $92,911 ▲ | 18.2% | 3,266 | 0.1% | Industrial Products |
PHO Invesco Water Resources ETF | $602,791 | | 0.0% | 9,055 | 0.1% | ETF |
FIW First Trust Water ETF | $602,594 | | 0.0% | 5,902 | 0.1% | ETF |
SPGI S&P Global | $598,238 | $10,212 ▲ | 1.7% | 1,406 | 0.1% | Business Services |
ADBE Adobe | $595,933 | $39,359 ▲ | 7.1% | 1,181 | 0.1% | Computer and Technology |
CRM Salesforce | $582,783 | $3,915 ▲ | 0.7% | 1,935 | 0.1% | Computer and Technology |
VV Vanguard Large-Cap ETF | $580,452 | $1,918 ▲ | 0.3% | 2,421 | 0.1% | ETF |
III Information Services Group | $580,043 | | 0.0% | 143,575 | 0.1% | Business Services |
AON AON | $561,755 | $1,001 ▼ | -0.2% | 1,683 | 0.1% | Finance |
RTX RTX | $558,932 | $95,285 ▲ | 20.6% | 5,731 | 0.1% | Aerospace |
MGK Vanguard Mega Cap Growth ETF | $551,761 | $551,761 ▲ | New Holding | 1,925 | 0.1% | ETF |
AWK American Water Works | $550,820 | $16,010 ▲ | 3.0% | 4,507 | 0.1% | Utilities |
NFLX Netflix | $549,634 | $44,942 ▲ | 8.9% | 905 | 0.1% | Consumer Discretionary |
CSX CSX | $535,330 | $7,192 ▲ | 1.4% | 14,441 | 0.1% | Transportation |
IJR iShares Core S&P Small-Cap ETF | $528,025 | | 0.0% | 4,778 | 0.1% | ETF |
CAT Caterpillar | $524,897 | $27,125 ▲ | 5.4% | 1,432 | 0.1% | Industrial Products |
IYW iShares U.S. Technology ETF | $522,711 | $522,711 ▲ | New Holding | 3,870 | 0.1% | Manufacturing |
PAYX Paychex | $516,374 | $2,824 ▲ | 0.5% | 4,205 | 0.1% | Business Services |
CHD Church & Dwight | $512,266 | $2,191 ▲ | 0.4% | 4,911 | 0.1% | Consumer Staples |
BA Boeing | $507,757 | $7,334 ▼ | -1.4% | 2,631 | 0.1% | Aerospace |
SCHD Schwab US Dividend Equity ETF | $487,781 | $32,250 ▲ | 7.1% | 6,050 | 0.1% | ETF |
PGR Progressive | $482,100 | $71,353 ▲ | 17.4% | 2,331 | 0.1% | Finance |
SBUX Starbucks | $471,615 | $15,355 ▲ | 3.4% | 5,160 | 0.1% | Retail/Wholesale |
PPA Invesco Aerospace & Defense ETF | $469,446 | $406 ▲ | 0.1% | 4,622 | 0.1% | ETF |
AMGN Amgen | $467,422 | $85,012 ▲ | 22.2% | 1,644 | 0.1% | Medical |
NEE NextEra Energy | $465,718 | $17,767 ▲ | 4.0% | 7,287 | 0.1% | Utilities |
XLI Industrial Select Sector SPDR Fund | $460,888 | $272,074 ▼ | -37.1% | 3,659 | 0.1% | ETF |
DHS WisdomTree U.S. High Dividend Fund | $456,005 | | 0.0% | 5,262 | 0.1% | Finance |
AXP American Express | $455,835 | $7,286 ▲ | 1.6% | 2,002 | 0.1% | Finance |
DHR Danaher | $443,078 | $85,668 ▲ | 24.0% | 1,774 | 0.1% | Multi-Sector Conglomerates |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $417,223 | $5,128 ▼ | -1.2% | 8,136 | 0.1% | Manufacturing |
DE Deere & Company | $414,437 | $28,752 ▲ | 7.5% | 1,009 | 0.1% | Industrial Products |
CI The Cigna Group | $412,221 | $7,990 ▲ | 2.0% | 1,135 | 0.1% | Medical |
QCOM QUALCOMM | $411,653 | $15,065 ▲ | 3.8% | 2,432 | 0.1% | Computer and Technology |
CMCSA Comcast | $409,224 | $12,398 ▲ | 3.1% | 9,440 | 0.1% | Consumer Discretionary |
NVO Novo Nordisk A/S | $403,433 | $2,183 ▼ | -0.5% | 3,142 | 0.1% | Medical |
NOC Northrop Grumman | $402,110 | $3,830 ▲ | 1.0% | 840 | 0.1% | Aerospace |
NSC Norfolk Southern | $397,597 | $5,862 ▲ | 1.5% | 1,560 | 0.1% | Transportation |
INTU Intuit | $393,250 | $11,700 ▲ | 3.1% | 605 | 0.1% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $392,194 | $1,292 ▲ | 0.3% | 6,374 | 0.1% | ETF |
LOW Lowe's Companies | $388,557 | $51,468 ▲ | 15.3% | 1,525 | 0.1% | Retail/Wholesale |
XLV Health Care Select Sector SPDR Fund | $387,791 | $37,228 ▼ | -8.8% | 2,625 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $387,315 | $915 ▲ | 0.2% | 1,694 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $382,195 | $99,853 ▼ | -20.7% | 3,552 | 0.1% | ETF |
GE General Electric | $381,801 | $14,745 ▲ | 4.0% | 2,175 | 0.1% | Transportation |
LMT Lockheed Martin | $373,160 | $16,383 ▲ | 4.6% | 820 | 0.1% | Aerospace |
AFL Aflac | $372,080 | $4,207 ▲ | 1.1% | 4,334 | 0.1% | Finance |
IVW iShares S&P 500 Growth ETF | $369,172 | | 0.0% | 4,372 | 0.1% | ETF |
SCHW Charles Schwab | $368,436 | $15,481 ▲ | 4.4% | 5,093 | 0.1% | Finance |
HIG The Hartford Financial Services Group | $355,626 | $2,782 ▲ | 0.8% | 3,451 | 0.1% | Finance |
BX Blackstone | $354,830 | $24,566 ▼ | -6.5% | 2,701 | 0.1% | Finance |
VONG Vanguard Russell 1000 Growth ETF | $352,548 | $1,127 ▲ | 0.3% | 4,068 | 0.1% | ETF |
UPS United Parcel Service | $351,605 | $8,173 ▲ | 2.4% | 2,366 | 0.1% | Transportation |
PH Parker-Hannifin | $351,589 | $3,888 ▲ | 1.1% | 633 | 0.1% | Industrial Products |
HSY Hershey | $351,166 | $72,568 ▲ | 26.0% | 1,805 | 0.1% | Consumer Staples |
XLY Consumer Discretionary Select Sector SPDR Fund | $346,633 | $11,033 ▲ | 3.3% | 1,885 | 0.1% | Finance |
ETN Eaton | $341,683 | $10,629 ▲ | 3.2% | 1,093 | 0.1% | Industrial Products |
MCO Moody's | $341,151 | $1,965 ▲ | 0.6% | 868 | 0.1% | Finance |
VZ Verizon Communications | $339,960 | $3,609 ▲ | 1.1% | 8,102 | 0.1% | Computer and Technology |
WFC Wells Fargo & Company | $339,035 | $12,868 ▲ | 3.9% | 5,849 | 0.1% | Finance |
VRSK Verisk Analytics | $336,629 | $119,989 ▲ | 55.4% | 1,428 | 0.1% | Business Services |
NYF iShares New York Muni Bond ETF | $336,151 | $100,087 ▲ | 42.4% | 6,247 | 0.1% | ETF |
WM Waste Management | $333,156 | $4,050 ▲ | 1.2% | 1,563 | 0.1% | Business Services |
T AT&T | $332,147 | $7,867 ▲ | 2.4% | 18,872 | 0.1% | Computer and Technology |
MDLZ Mondelez International | $329,969 | $18,059 ▲ | 5.8% | 4,714 | 0.1% | Consumer Staples |
IBM International Business Machines | $327,878 | $11,267 ▲ | 3.6% | 1,717 | 0.1% | Computer and Technology |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $325,760 | | 0.0% | 29,427 | 0.1% | Financial Services |
C Citigroup | $322,524 | $15,684 ▲ | 5.1% | 5,100 | 0.1% | Finance |
IWR iShares Russell Mid-Cap ETF | $322,494 | $94,267 ▲ | 41.3% | 3,835 | 0.1% | ETF |
CL Colgate-Palmolive | $315,544 | $7,384 ▲ | 2.4% | 3,504 | 0.1% | Consumer Staples |
BLK BlackRock | $315,210 | $62,542 ▲ | 24.8% | 378 | 0.1% | Finance |
PFE Pfizer | $309,198 | $15,180 ▲ | 5.2% | 11,142 | 0.1% | Medical |
ZTS Zoetis | $308,949 | $51,097 ▲ | 19.8% | 1,826 | 0.1% | Medical |
LVO LiveOne | $308,367 | | 0.0% | 158,137 | 0.1% | Consumer Discretionary |
HLT Hilton Worldwide | $304,393 | $3,413 ▲ | 1.1% | 1,427 | 0.1% | Consumer Discretionary |
NTLA Intellia Therapeutics | $301,950 | $61,677 ▼ | -17.0% | 10,976 | 0.1% | Medical |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $299,903 | $36,546 ▼ | -10.9% | 2,667 | 0.1% | ETF |
CARR Carrier Global | $298,291 | $92,377 ▲ | 44.9% | 5,131 | 0.1% | Computer and Technology |
ARKG ARK Genomic Revolution ETF | $294,975 | $40,410 ▼ | -12.0% | 10,256 | 0.1% | ETF |
UBER Uber Technologies | $294,564 | $294,564 ▲ | New Holding | 3,826 | 0.1% | Computer and Technology |
TXN Texas Instruments | $290,560 | $35,188 ▲ | 13.8% | 1,668 | 0.1% | Computer and Technology |
MPC Marathon Petroleum | $288,347 | $4,433 ▲ | 1.6% | 1,431 | 0.1% | Oils/Energy |
NULV Nuveen ESG Large-Cap Value ETF | $272,486 | | 0.0% | 7,012 | 0.0% | ETF |
APLT Applied Therapeutics | $272,000 | | 0.0% | 40,000 | 0.0% | Medical |
PM Philip Morris International | $265,240 | $18,782 ▲ | 7.6% | 2,895 | 0.0% | Consumer Staples |
QUAL iShares MSCI USA Quality Factor ETF | $264,768 | | 0.0% | 1,611 | 0.0% | ETF |
SO Southern | $264,180 | $72 ▲ | 0.0% | 3,682 | 0.0% | Utilities |
NOW ServiceNow | $263,028 | $6,862 ▲ | 2.7% | 345 | 0.0% | Computer and Technology |
CLX Clorox | $261,512 | | 0.0% | 1,708 | 0.0% | Consumer Staples |
ADI Analog Devices | $260,094 | $5,934 ▲ | 2.3% | 1,315 | 0.0% | Computer and Technology |
OEF iShares S&P 100 ETF | $258,683 | | 0.0% | 1,046 | 0.0% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $254,980 | | 0.0% | 2,750 | 0.0% | ETF |
COP ConocoPhillips | $254,322 | $14,002 ▲ | 5.8% | 1,998 | 0.0% | Oils/Energy |
LRCX Lam Research | $253,583 | $253,583 ▲ | New Holding | 261 | 0.0% | Computer and Technology |
DFS Discover Financial Services | $252,873 | $29,102 ▼ | -10.3% | 1,929 | 0.0% | Finance |
TRMB Trimble | $251,841 | $901 ▲ | 0.4% | 3,913 | 0.0% | Computer and Technology |
IRM Iron Mountain | $250,691 | $321 ▲ | 0.1% | 3,125 | 0.0% | Finance |
STT State Street | $250,560 | $41,438 ▲ | 19.8% | 3,241 | 0.0% | Finance |
TJX TJX Companies | $248,783 | $19,574 ▲ | 8.5% | 2,453 | 0.0% | Retail/Wholesale |
GILD Gilead Sciences | $245,534 | $2,564 ▼ | -1.0% | 3,352 | 0.0% | Medical |
GWW W.W. Grainger | $245,263 | $245,263 ▲ | New Holding | 241 | 0.0% | Industrial Products |
ELV Elevance Health | $244,766 | $519 ▼ | -0.2% | 472 | 0.0% | Medical |
PYPL PayPal | $235,001 | $235,001 ▲ | New Holding | 3,508 | 0.0% | Computer and Technology |
NKE NIKE | $234,826 | $119,809 ▼ | -33.8% | 2,499 | 0.0% | Consumer Discretionary |
PSTG Pure Storage | $233,695 | $233,695 ▲ | New Holding | 4,495 | 0.0% | Computer and Technology |
CVS CVS Health | $226,040 | $22,971 ▲ | 11.3% | 2,834 | 0.0% | Retail/Wholesale |
PLD Prologis | $224,890 | $11,980 ▲ | 5.6% | 1,727 | 0.0% | Finance |
VLO Valero Energy | $224,478 | $224,478 ▲ | New Holding | 1,315 | 0.0% | Oils/Energy |
PNC The PNC Financial Services Group | $220,744 | $4,525 ▲ | 2.1% | 1,366 | 0.0% | Finance |
SYY Sysco | $219,673 | $219,673 ▲ | New Holding | 2,706 | 0.0% | Consumer Staples |
ICF iShares Cohen & Steers REIT ETF | $219,260 | | 0.0% | 3,800 | 0.0% | ETF |
VRTX Vertex Pharmaceuticals | $216,111 | $5,434 ▲ | 2.6% | 517 | 0.0% | Medical |
CDX Simplify High Yield PLUS Credit Hedge ETF | $213,854 | $3,232 ▲ | 1.5% | 9,329 | 0.0% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $212,665 | $212,665 ▲ | New Holding | 1,844 | 0.0% | ETF |
VXUS Vanguard Total International Stock ETF | $210,658 | $210,658 ▲ | New Holding | 3,493 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $210,471 | $123 ▲ | 0.1% | 1,709 | 0.0% | ETF |
MDT Medtronic | $207,504 | $207,504 ▲ | New Holding | 2,381 | 0.0% | Medical |
KMI Kinder Morgan | $192,868 | $2,934 ▲ | 1.5% | 10,516 | 0.0% | Oils/Energy |
OCUL Ocular Therapeutix | $160,160 | | 0.0% | 17,600 | 0.0% | Medical |
MUE BlackRock MuniHoldings Quality Fund II | $152,063 | | 0.0% | 14,937 | 0.0% | Financial Services |
MYI BlackRock MuniYield Quality Fund III | $145,981 | | 0.0% | 12,738 | 0.0% | Finance |
BFK BlackRock Municipal Income Trust | $141,203 | | 0.0% | 13,669 | 0.0% | Financial Services |
VKQ Invesco Municipal Trust | $141,028 | | 0.0% | 14,539 | 0.0% | Finance |
MVF BlackRock MuniVest Fund | $140,901 | | 0.0% | 19,958 | 0.0% | Finance |
DSM BNY Mellon Strategic Municipal Bond Fund | $140,362 | | 0.0% | 23,953 | 0.0% | Finance |
VKI Invesco Advantage Municipal Income Trust II | $137,878 | | 0.0% | 16,221 | 0.0% | Finance |
ETWO E2open Parent | $86,655 | | 0.0% | 19,517 | 0.0% | Computer and Technology |
WOOF Petco Health and Wellness | $51,674 | $5,369 ▲ | 11.6% | 22,664 | 0.0% | Retail/Wholesale |
GSAT Globalstar | $30,844 | | 0.0% | 20,982 | 0.0% | Computer and Technology |
AMRN Amarin | $10,082 | | 0.0% | 11,318 | 0.0% | Medical |
CSSE Chicken Soup for the Soul Entertainment | $2,766 | | 0.0% | 17,688 | 0.0% | Consumer Discretionary |
IEMG iShares Core MSCI Emerging Markets ETF | $0 | $1,895,358 ▼ | -100.0% | 0 | 0.0% | ETF |
EEM iShares MSCI Emerging Markets ETF | $0 | $359,168 ▼ | -100.0% | 0 | 0.0% | Finance |
BMY Bristol-Myers Squibb | $0 | $308,633 ▼ | -100.0% | 0 | 0.0% | Medical |
NZF Nuveen Municipal Credit Income Fund | $0 | $263,620 ▼ | -100.0% | 0 | 0.0% | Financial Services |
XLE Energy Select Sector SPDR Fund | $0 | $220,583 ▼ | -100.0% | 0 | 0.0% | ETF |
YUMC Yum China | $0 | $210,453 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
MVT BlackRock MuniVest Fund II | $0 | $112,759 ▼ | -100.0% | 0 | 0.0% | Finance |
IQI Invesco Quality Municipal Income Trust | $0 | $108,365 ▼ | -100.0% | 0 | 0.0% | Finance |
