IVV iShares Core S&P 500 ETF | $47,027,074 | $517,318 ▲ | 1.1% | 89,451 | 19.2% | ETF |
BND Vanguard Total Bond Market ETF | $15,714,517 | $645,390 ▲ | 4.3% | 216,364 | 6.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $15,554,582 | $15,554,582 ▲ | New Holding | 209,574 | 6.4% | ETF |
IAU iShares Gold Trust | $10,440,157 | $171,485 ▼ | -1.6% | 248,516 | 4.3% | Finance |
VGSH Vanguard Short-Term Treasury Index ETF | $10,291,514 | $623,440 ▲ | 6.4% | 177,226 | 4.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $10,135,822 | $455,183 ▲ | 4.7% | 340,471 | 4.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $7,614,002 | $6,062,520 ▲ | 390.8% | 125,354 | 3.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $6,482,188 | $418,457 ▲ | 6.9% | 110,712 | 2.7% | ETF |
KR Kroger | $5,962,544 | $32,850 ▼ | -0.5% | 104,368 | 2.4% | Retail/Wholesale |
IEMG iShares Core MSCI Emerging Markets ETF | $5,744,628 | $5,744,628 ▲ | New Holding | 111,330 | 2.3% | ETF |
MSFT Microsoft | $5,631,758 | $117,802 ▲ | 2.1% | 13,386 | 2.3% | Computer and Technology |
PREF Principal Spectrum Preferred Securities Active ETF | $5,280,089 | $91,095 ▲ | 1.8% | 290,914 | 2.2% | ETF |
LECO Lincoln Electric | $5,113,909 | | 0.0% | 20,020 | 2.1% | Industrial Products |
AAPL Apple | $3,788,851 | $315,009 ▼ | -7.7% | 22,095 | 1.5% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $3,721,816 | | 0.0% | 19,923 | 1.5% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $3,124,286 | $3,124,286 ▲ | New Holding | 133,175 | 1.3% | ETF |
IVW iShares S&P 500 Growth ETF | $3,067,536 | | 0.0% | 36,328 | 1.3% | ETF |
HD Home Depot | $2,780,333 | $36,058 ▼ | -1.3% | 7,248 | 1.1% | Retail/Wholesale |
GOOGL Alphabet | $2,513,135 | $103,689 ▲ | 4.3% | 16,651 | 1.0% | Computer and Technology |
SUB iShares Short-Term National Muni Bond ETF | $2,141,833 | $9,530 ▲ | 0.4% | 20,451 | 0.9% | ETF |
BLK BlackRock | $2,122,600 | $159,237 ▼ | -7.0% | 2,546 | 0.9% | Finance |
PEP PepsiCo | $2,086,819 | $12,076 ▼ | -0.6% | 11,924 | 0.9% | Consumer Staples |
PG Procter & Gamble | $2,037,049 | $19,470 ▲ | 1.0% | 12,555 | 0.8% | Consumer Staples |
JNJ Johnson & Johnson | $1,822,191 | $193,150 ▼ | -9.6% | 11,519 | 0.7% | Medical |
HON Honeywell International | $1,816,873 | $5,131 ▼ | -0.3% | 8,852 | 0.7% | Multi-Sector Conglomerates |
IJR iShares Core S&P Small-Cap ETF | $1,719,581 | $159,370 ▼ | -8.5% | 15,559 | 0.7% | ETF |
CVX Chevron | $1,657,374 | $41,643 ▲ | 2.6% | 10,507 | 0.7% | Oils/Energy |
ABBV AbbVie | $1,623,604 | $1,162,162 ▼ | -41.7% | 8,916 | 0.7% | Medical |
JPM JPMorgan Chase & Co. | $1,621,228 | $63,094 ▼ | -3.7% | 8,094 | 0.7% | Finance |
MCD McDonald's | $1,422,156 | $140,129 ▲ | 10.9% | 5,044 | 0.6% | Retail/Wholesale |
MCHP Microchip Technology | $1,410,062 | $299,542 ▼ | -17.5% | 15,718 | 0.6% | Computer and Technology |
CSCO Cisco Systems | $1,372,126 | $17,718 ▲ | 1.3% | 27,492 | 0.6% | Computer and Technology |
WM Waste Management | $1,357,339 | $110,199 ▼ | -7.5% | 6,368 | 0.6% | Business Services |
SBUX Starbucks | $1,341,148 | $48,163 ▲ | 3.7% | 14,675 | 0.5% | Retail/Wholesale |
V Visa | $1,335,677 | $36,839 ▲ | 2.8% | 4,786 | 0.5% | Business Services |
AMZN Amazon.com | $1,335,534 | $102,997 ▲ | 8.4% | 7,404 | 0.5% | Retail/Wholesale |
UNH UnitedHealth Group | $1,289,683 | $394,771 ▼ | -23.4% | 2,607 | 0.5% | Medical |
CDNS Cadence Design Systems | $1,203,408 | $58,832 ▲ | 5.1% | 3,866 | 0.5% | Computer and Technology |
MRK Merck & Co., Inc. | $1,161,688 | $87,351 ▲ | 8.1% | 8,804 | 0.5% | Medical |
CAT Caterpillar | $1,129,704 | $31,147 ▲ | 2.8% | 3,083 | 0.5% | Industrial Products |
EFA iShares MSCI EAFE ETF | $1,098,394 | $15,692,005 ▼ | -93.5% | 13,754 | 0.4% | Finance |
PSA Public Storage | $1,097,587 | $31,036 ▲ | 2.9% | 3,784 | 0.4% | Finance |
EMR Emerson Electric | $1,062,178 | $65,443 ▼ | -5.8% | 9,365 | 0.4% | Industrial Products |
LMT Lockheed Martin | $1,049,385 | $39,119 ▲ | 3.9% | 2,307 | 0.4% | Aerospace |
PAYX Paychex | $1,036,186 | $3,807 ▼ | -0.4% | 8,438 | 0.4% | Business Services |
GPC Genuine Parts | $973,735 | $35,324 ▼ | -3.5% | 6,285 | 0.4% | Auto/Tires/Trucks |
VZ Verizon Communications | $961,304 | $111,740 ▼ | -10.4% | 22,910 | 0.4% | Computer and Technology |
DSI iShares MSCI KLD 400 Social ETF | $906,181 | $65,728 ▼ | -6.8% | 8,989 | 0.4% | ETF |
CVS CVS Health | $894,827 | $5,663 ▲ | 0.6% | 11,219 | 0.4% | Retail/Wholesale |
MUB iShares National Muni Bond ETF | $875,756 | $53,477 ▲ | 6.5% | 8,139 | 0.4% | ETF |
ADBE Adobe | $869,930 | $95,369 ▼ | -9.9% | 1,724 | 0.4% | Computer and Technology |
GD General Dynamics | $853,967 | $33,899 ▼ | -3.8% | 3,023 | 0.3% | Aerospace |
DOW DOW | $847,284 | $7,357 ▲ | 0.9% | 14,626 | 0.3% | Basic Materials |
SO Southern | $837,851 | $26,759 ▼ | -3.1% | 11,679 | 0.3% | Utilities |
NVDA NVIDIA | $773,447 | $669,538 ▲ | 644.3% | 856 | 0.3% | Computer and Technology |
BAC Bank of America | $758,362 | $114,329 ▲ | 17.8% | 19,999 | 0.3% | Finance |
INGR Ingredion | $753,449 | $34,821 ▼ | -4.4% | 6,448 | 0.3% | Consumer Staples |
TXN Texas Instruments | $748,406 | $2,613 ▲ | 0.4% | 4,296 | 0.3% | Computer and Technology |
AVGO Broadcom | $723,674 | $717,047 ▲ | 10,820.0% | 546 | 0.3% | Computer and Technology |
AMAT Applied Materials | $715,824 | $78,780 ▲ | 12.4% | 3,471 | 0.3% | Computer and Technology |
SYY Sysco | $698,716 | $698,716 ▲ | New Holding | 8,607 | 0.3% | Consumer Staples |
AEP American Electric Power | $685,873 | $8,868 ▼ | -1.3% | 7,966 | 0.3% | Utilities |
PRU Prudential Financial | $660,258 | $32,989 ▼ | -4.8% | 5,624 | 0.3% | Finance |
UPS United Parcel Service | $625,138 | $11,593 ▲ | 1.9% | 4,206 | 0.3% | Transportation |
EOG EOG Resources | $621,175 | $65,071 ▼ | -9.5% | 4,859 | 0.3% | Oils/Energy |
MAR Marriott International | $617,655 | $74,179 ▲ | 13.6% | 2,448 | 0.3% | Consumer Discretionary |
META Meta Platforms | $614,259 | $300,089 ▲ | 95.5% | 1,265 | 0.3% | Computer and Technology |
ORCL Oracle | $604,310 | $325,456 ▲ | 116.7% | 4,811 | 0.2% | Computer and Technology |
MDT Medtronic | $589,308 | $4,532 ▼ | -0.8% | 6,762 | 0.2% | Medical |
ACN Accenture | $566,014 | $33,968 ▲ | 6.4% | 1,633 | 0.2% | Business Services |
PFE Pfizer | $557,331 | $55,195 ▼ | -9.0% | 20,084 | 0.2% | Medical |
SPY SPDR S&P 500 ETF Trust | $547,131 | $150,644 ▼ | -21.6% | 1,046 | 0.2% | Finance |
DVY iShares Select Dividend ETF | $518,588 | | 0.0% | 4,210 | 0.2% | ETF |
MO Altria Group | $516,853 | $12,257 ▼ | -2.3% | 11,849 | 0.2% | Consumer Staples |
USB U.S. Bancorp | $515,346 | $15,511 ▲ | 3.1% | 11,529 | 0.2% | Finance |
CME CME Group | $505,286 | $505,286 ▲ | New Holding | 2,347 | 0.2% | Finance |
J Jacobs Solutions | $485,018 | $36,127 ▲ | 8.0% | 3,155 | 0.2% | Business Services |
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | $474,037 | $3,021,086 ▼ | -86.4% | 5,071 | 0.2% | ETF |
ICE Intercontinental Exchange | $467,262 | $36,144 ▲ | 8.4% | 3,400 | 0.2% | Finance |
DIS Walt Disney | $460,196 | $63,015 ▲ | 15.9% | 3,761 | 0.2% | Consumer Discretionary |
MS Morgan Stanley | $455,169 | $53,671 ▲ | 13.4% | 4,834 | 0.2% | Finance |
WMT Walmart | $452,117 | $344,232 ▲ | 319.1% | 7,514 | 0.2% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $427,599 | $5,429,342 ▼ | -92.7% | 10,237 | 0.2% | ETF |
ENB Enbridge | $415,346 | $9,334 ▼ | -2.2% | 11,480 | 0.2% | Oils/Energy |
RTX RTX | $403,579 | | 0.0% | 4,138 | 0.2% | Aerospace |
CCI Crown Castle | $401,413 | $27,304 ▼ | -6.4% | 3,793 | 0.2% | Finance |
SYK Stryker | $399,383 | $363,596 ▲ | 1,016.0% | 1,116 | 0.2% | Medical |
VMBS Vanguard Mortgage-Backed Securities ETF | $383,854 | $29,647 ▼ | -7.2% | 8,416 | 0.2% | ETF |
DE Deere & Company | $354,058 | $24,644 ▲ | 7.5% | 862 | 0.1% | Industrial Products |
GVI iShares Intermediate Government/Credit Bond ETF | $347,813 | | 0.0% | 3,345 | 0.1% | ETF |
FCX Freeport-McMoRan | $338,873 | $48,713 ▲ | 16.8% | 7,207 | 0.1% | Basic Materials |
ZTS Zoetis | $336,220 | $89,681 ▲ | 36.4% | 1,987 | 0.1% | Medical |
PYPL PayPal | $326,643 | $49,640 ▲ | 17.9% | 4,876 | 0.1% | Computer and Technology |
AMGN Amgen | $320,429 | $2,843 ▼ | -0.9% | 1,127 | 0.1% | Medical |
CMI Cummins | $313,213 | $25,045 ▲ | 8.7% | 1,063 | 0.1% | Auto/Tires/Trucks |
VOO Vanguard S&P 500 ETF | $299,476 | | 0.0% | 623 | 0.1% | ETF |
NEE NextEra Energy | $297,501 | $14,188 ▲ | 5.0% | 4,655 | 0.1% | Utilities |
PLD Prologis | $284,791 | $284,791 ▲ | New Holding | 2,187 | 0.1% | Finance |
MMM 3M | $269,312 | $23,017 ▼ | -7.9% | 2,539 | 0.1% | Multi-Sector Conglomerates |
Grayscale Bitcoin Trust (BTC)
| $215,031 | $215,031 ▲ | New Holding | 3,404 | 0.1% | SHS REP COM UT |
F Ford Motor | $209,970 | | 0.0% | 15,811 | 0.1% | Auto/Tires/Trucks |
GM General Motors | $209,426 | $54,692 ▲ | 35.3% | 4,618 | 0.1% | Auto/Tires/Trucks |
T AT&T | $206,237 | $17,389 ▲ | 9.2% | 11,718 | 0.1% | Computer and Technology |
BRK.B Berkshire Hathaway | $200,168 | $17,662 ▼ | -8.1% | 476 | 0.1% | Finance |
XOM Exxon Mobil | $188,658 | $2,557 ▲ | 1.4% | 1,623 | 0.1% | Oils/Energy |
WFCF Where Food Comes From | $176,873 | | 0.0% | 16,813 | 0.1% | Consumer Discretionary |
PBP Invesco S&P 500 BuyWrite ETF | $166,172 | | 0.0% | 7,392 | 0.1% | ETF |
ALL Allstate | $158,823 | $17,301 ▼ | -9.8% | 918 | 0.1% | Finance |
FUTY Fidelity MSCI Utilities Index ETF | $156,742 | $156,742 ▲ | New Holding | 3,695 | 0.1% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $153,933 | $153,933 ▲ | New Holding | 387 | 0.1% | Finance |
AGNC AGNC Investment | $148,500 | $148,500 ▲ | New Holding | 15,000 | 0.1% | Finance |
KLAC KLA | $139,714 | | 0.0% | 200 | 0.1% | Computer and Technology |
MNA IQ Merger Arbitrage ETF | $137,977 | | 0.0% | 4,383 | 0.1% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $128,968 | | 0.0% | 2,693 | 0.1% | Manufacturing |
MDY SPDR S&P MidCap 400 ETF Trust | $111,280 | $6,120 ▼ | -5.2% | 200 | 0.0% | ETF |
GOOG Alphabet | $110,541 | $62,884 ▼ | -36.3% | 726 | 0.0% | Computer and Technology |
CI The Cigna Group | $108,957 | $10,896 ▼ | -9.1% | 300 | 0.0% | Medical |
ADP Automatic Data Processing | $102,144 | | 0.0% | 409 | 0.0% | Business Services |
WFC Wells Fargo & Company | $96,503 | $9,795 ▼ | -9.2% | 1,665 | 0.0% | Finance |
IBB iShares Biotechnology ETF | $96,054 | | 0.0% | 700 | 0.0% | Finance |
DWAC Digital World Acquisition | $93,931 | $93,931 ▲ | New Holding | 1,516 | 0.0% | Business Services |
CTAS Cintas | $85,192 | $26,794 ▼ | -23.9% | 124 | 0.0% | Industrial Products |
TRV Travelers Companies | $78,938 | | 0.0% | 343 | 0.0% | Finance |
NSC Norfolk Southern | $66,776 | | 0.0% | 262 | 0.0% | Transportation |
ROK Rockwell Automation | $63,510 | $7,283 ▼ | -10.3% | 218 | 0.0% | Industrial Products |
A Agilent Technologies | $62,278 | $5,675 ▼ | -8.4% | 428 | 0.0% | Computer and Technology |
KO Coca-Cola | $61,180 | | 0.0% | 1,000 | 0.0% | Consumer Staples |
PSX Phillips 66 | $57,169 | | 0.0% | 350 | 0.0% | Oils/Energy |
LOW Lowe's Companies | $56,041 | | 0.0% | 220 | 0.0% | Retail/Wholesale |
TRGP Targa Resources | $55,995 | $55,995 ▲ | New Holding | 500 | 0.0% | Oils/Energy |
EFG iShares MSCI EAFE Growth ETF | $54,178 | $2,699 ▲ | 5.2% | 522 | 0.0% | ETF |
EFV iShares MSCI EAFE Value ETF | $52,822 | $2,611 ▲ | 5.2% | 971 | 0.0% | ETF |
FLOT iShares Floating Rate Bond ETF | $52,592 | | 0.0% | 1,030 | 0.0% | ETF |
EVRG Evergy | $52,473 | $52,313 ▼ | -49.9% | 983 | 0.0% | Utilities |
VGT Vanguard Information Technology ETF | $52,434 | | 0.0% | 100 | 0.0% | ETF |
MDLZ Mondelez International | $49,140 | $1,050 ▼ | -2.1% | 702 | 0.0% | Consumer Staples |
BIIB Biogen | $45,067 | | 0.0% | 209 | 0.0% | Medical |
GWW W.W. Grainger | $41,709 | $300,101 ▼ | -87.8% | 41 | 0.0% | Industrial Products |
MMC Marsh & McLennan Companies | $40,372 | $45,933 ▼ | -53.2% | 196 | 0.0% | Finance |
GE General Electric | $36,686 | | 0.0% | 209 | 0.0% | Transportation |
PGX Invesco Preferred ETF | $36,270 | | 0.0% | 3,053 | 0.0% | ETF |
UNP Union Pacific | $35,414 | | 0.0% | 144 | 0.0% | Transportation |
WAT Waters | $35,111 | $30,980 ▼ | -46.9% | 102 | 0.0% | Medical |
ADSK Autodesk | $34,115 | $15,104 ▼ | -30.7% | 131 | 0.0% | Computer and Technology |
MA Mastercard | $31,302 | | 0.0% | 65 | 0.0% | Business Services |
CVI CVR Energy | $30,311 | | 0.0% | 850 | 0.0% | Oils/Energy |
COST Costco Wholesale | $30,038 | $6,594 ▲ | 28.1% | 41 | 0.0% | Retail/Wholesale |
ARCC Ares Capital | $28,898 | | 0.0% | 1,388 | 0.0% | Finance |
IBM International Business Machines | $27,689 | $9,548 ▼ | -25.6% | 145 | 0.0% | Computer and Technology |
COP ConocoPhillips | $25,456 | | 0.0% | 200 | 0.0% | Oils/Energy |
AMP Ameriprise Financial | $24,991 | $47,790 ▼ | -65.7% | 57 | 0.0% | Finance |
WSM Williams-Sonoma | $22,545 | $32,706 ▼ | -59.2% | 71 | 0.0% | Retail/Wholesale |
PGF Invesco Financial Preferred ETF | $22,266 | | 0.0% | 1,461 | 0.0% | Manufacturing |
ITW Illinois Tool Works | $21,466 | $5,367 ▼ | -20.0% | 80 | 0.0% | Industrial Products |
TRP TC Energy | $20,100 | | 0.0% | 500 | 0.0% | Oils/Energy |
SLGN Silgan | $20,007 | $180,791 ▼ | -90.0% | 412 | 0.0% | Industrial Products |
RGA Reinsurance Group of America | $19,095 | $49,956 ▼ | -72.3% | 99 | 0.0% | Finance |
PAVE Global X U.S. Infrastructure Development ETF | $18,910 | | 0.0% | 475 | 0.0% | ETF |
CCJ Cameco | $18,714 | | 0.0% | 432 | 0.0% | Basic Materials |
AXP American Express | $18,671 | $23,908 ▼ | -56.1% | 82 | 0.0% | Finance |
MANH Manhattan Associates | $18,017 | $35,033 ▼ | -66.0% | 72 | 0.0% | Computer and Technology |
CMCSA Comcast | $17,427 | | 0.0% | 402 | 0.0% | Consumer Discretionary |
OSK Oshkosh | $16,462 | $24,444 ▼ | -59.8% | 132 | 0.0% | Auto/Tires/Trucks |
FND Floor & Decor | $16,332 | $23,072 ▼ | -58.6% | 126 | 0.0% | Construction |
EXPD Expeditors International of Washington | $16,169 | $1,824 ▼ | -10.1% | 133 | 0.0% | Transportation |
PANW Palo Alto Networks | $15,627 | $15,627 ▲ | New Holding | 55 | 0.0% | Computer and Technology |
C Citigroup | $14,925 | $287,117 ▼ | -95.1% | 236 | 0.0% | Finance |
FANG Diamondback Energy | $14,863 | | 0.0% | 75 | 0.0% | Oils/Energy |
PII Polaris | $13,917 | $11,814 ▼ | -45.9% | 139 | 0.0% | Auto/Tires/Trucks |
AM Antero Midstream | $13,709 | | 0.0% | 975 | 0.0% | Oils/Energy |
OC Owens Corning | $13,678 | $22,018 ▼ | -61.7% | 82 | 0.0% | Construction |
NOC Northrop Grumman | $12,924 | $156,524 ▼ | -92.4% | 27 | 0.0% | Aerospace |
CRWD CrowdStrike | $12,824 | | 0.0% | 40 | 0.0% | Computer and Technology |
VTRS Viatris | $12,704 | | 0.0% | 1,064 | 0.0% | Medical |
CVE Cenovus Energy | $12,514 | | 0.0% | 626 | 0.0% | Oils/Energy |
BCAT BlackRock Capital Allocation Term Trust | $12,462 | | 0.0% | 748 | 0.0% | Manufacturing |
EQIX Equinix | $12,380 | $12,380 ▲ | New Holding | 15 | 0.0% | Finance |
BKLN Invesco Senior Loan ETF | $12,330 | | 0.0% | 583 | 0.0% | ETF |
BWA BorgWarner | $11,152 | $12,160 ▼ | -52.2% | 321 | 0.0% | Auto/Tires/Trucks |
LFUS Littelfuse | $11,148 | $19,388 ▼ | -63.5% | 46 | 0.0% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $11,123 | | 0.0% | 33 | 0.0% | ETF |
PXD Pioneer Natural Resources | $11,025 | | 0.0% | 42 | 0.0% | Oils/Energy |
MGK Vanguard Mega Cap Growth ETF | $10,891 | | 0.0% | 38 | 0.0% | ETF |
ZION Zions Bancorporation, National Association | $10,850 | $12,846 ▼ | -54.2% | 250 | 0.0% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $10,847 | $254,740 ▼ | -95.9% | 66 | 0.0% | ETF |
CTRA Coterra Energy | $10,706 | | 0.0% | 384 | 0.0% | Oils/Energy |
XLB Materials Select Sector SPDR Fund | $10,682 | $251,166 ▼ | -95.9% | 115 | 0.0% | ETF |
MKL Markel Group | $10,650 | $91,286 ▼ | -89.6% | 7 | 0.0% | Multi-Sector Conglomerates |
HSIC Henry Schein | $10,648 | $105,574 ▼ | -90.8% | 141 | 0.0% | Medical |
BUD Anheuser-Busch InBev SA/NV | $10,637 | | 0.0% | 175 | 0.0% | Consumer Staples |
TSLA Tesla | $10,547 | | 0.0% | 60 | 0.0% | Auto/Tires/Trucks |
WEC WEC Energy Group | $10,347 | $10,347 ▼ | -50.0% | 126 | 0.0% | Utilities |
MAS Masco | $10,176 | $10,176 ▼ | -50.0% | 129 | 0.0% | Construction |
FDFF Fidelity Disruptive Finance ETF | $9,505 | | 0.0% | 295 | 0.0% | ETF |
LLY Eli Lilly and Company | $9,336 | | 0.0% | 12 | 0.0% | Medical |
STM STMicroelectronics | $9,297 | | 0.0% | 215 | 0.0% | Computer and Technology |
NKE NIKE | $9,210 | $1,880 ▼ | -16.9% | 98 | 0.0% | Consumer Discretionary |
IEF iShares 7-10 Year Treasury Bond ETF | $8,898 | | 0.0% | 94 | 0.0% | ETF |
APD Air Products and Chemicals | $8,722 | $8,480 ▼ | -49.3% | 36 | 0.0% | Basic Materials |
EPAC Enerpac Tool Group | $8,630 | $9,415 ▼ | -52.2% | 242 | 0.0% | Industrial Products |
CNP CenterPoint Energy | $8,547 | | 0.0% | 300 | 0.0% | Utilities |
SLB Schlumberger | $8,112 | | 0.0% | 148 | 0.0% | Oils/Energy |
XLP Consumer Staples Select Sector SPDR Fund | $8,018 | | 0.0% | 105 | 0.0% | ETF |
HAS Hasbro | $7,856 | $4,804 ▼ | -37.9% | 139 | 0.0% | Consumer Discretionary |
XLU Utilities Select Sector SPDR Fund | $6,893 | | 0.0% | 105 | 0.0% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $6,788 | $242,896 ▼ | -97.3% | 83 | 0.0% | Manufacturing |
CLB Core Laboratories | $6,661 | | 0.0% | 390 | 0.0% | Oils/Energy |
VNQ Vanguard Real Estate ETF | $6,227 | | 0.0% | 72 | 0.0% | ETF |
TSM Taiwan Semiconductor Manufacturing | $6,122 | | 0.0% | 45 | 0.0% | Computer and Technology |
IT Gartner | $5,720 | $20,020 ▼ | -77.8% | 12 | 0.0% | Business Services |
BCSF Bain Capital Specialty Finance | $5,331 | | 0.0% | 340 | 0.0% | Finance |
CHD Church & Dwight | $5,216 | $7,094 ▼ | -57.6% | 50 | 0.0% | Consumer Staples |
ESS Essex Property Trust | $5,141 | $45,779 ▼ | -89.9% | 21 | 0.0% | Finance |
QCOM QUALCOMM | $5,079 | $8,465 ▼ | -62.5% | 30 | 0.0% | Computer and Technology |
SMCI Super Micro Computer | $5,050 | $5,050 ▲ | New Holding | 5 | 0.0% | Computer and Technology |
KRE SPDR S&P Regional Banking ETF | $5,028 | | 0.0% | 100 | 0.0% | ETF |
D Dominion Energy | $4,870 | | 0.0% | 99 | 0.0% | Utilities |
ZBH Zimmer Biomet | $4,619 | $33,917 ▼ | -88.0% | 35 | 0.0% | Medical |
DNP DNP Select Income Fund | $4,580 | | 0.0% | 505 | 0.0% | Finance |
MAC Macerich | $4,549 | | 0.0% | 264 | 0.0% | Finance |
INTC Intel | $4,284 | | 0.0% | 97 | 0.0% | Computer and Technology |
DD DuPont de Nemours | $4,140 | | 0.0% | 54 | 0.0% | Basic Materials |
TFC Truist Financial | $4,132 | $418,891 ▼ | -99.0% | 106 | 0.0% | Finance |
GEHC GE HealthCare Technologies | $4,091 | | 0.0% | 45 | 0.0% | Medical |
DPZ Domino's Pizza | $3,478 | | 0.0% | 7 | 0.0% | Retail/Wholesale |
BMRN BioMarin Pharmaceutical | $3,319 | | 0.0% | 38 | 0.0% | Medical |
CCL Carnival Co. & | $3,268 | | 0.0% | 200 | 0.0% | Consumer Discretionary |
GNRC Generac | $3,154 | | 0.0% | 25 | 0.0% | Computer and Technology |
CTVA Corteva | $3,114 | | 0.0% | 54 | 0.0% | Consumer Staples |
TWLO Twilio | $2,446 | | 0.0% | 40 | 0.0% | Computer and Technology |
BTI British American Tobacco | $2,349 | | 0.0% | 77 | 0.0% | Consumer Staples |
PLTR Palantir Technologies | $2,301 | $2,301 ▲ | New Holding | 100 | 0.0% | Business Services |
OGN Organon & Co. | $2,237 | | 0.0% | 119 | 0.0% | Medical |
WBD Warner Bros. Discovery | $2,217 | $777 ▲ | 53.9% | 254 | 0.0% | Consumer Discretionary |
HBI Hanesbrands | $1,757 | | 0.0% | 303 | 0.0% | Consumer Discretionary |
BYND Beyond Meat | $1,333 | | 0.0% | 161 | 0.0% | Consumer Staples |
DVN Devon Energy | $1,004 | | 0.0% | 20 | 0.0% | Oils/Energy |
RWT Redwood Trust | $637 | | 0.0% | 100 | 0.0% | Finance |
CMP Compass Minerals International | $409 | | 0.0% | 26 | 0.0% | Basic Materials |
TCHP T. Rowe Price Blue Chip Growth ETF | $388 | $388 ▲ | New Holding | 11 | 0.0% | ETF |
MAA Mid-America Apartment Communities | $0 | $132,981 ▼ | -100.0% | 0 | 0.0% | Finance |
PEAK Healthpeak Properties | $0 | $80,942 ▼ | -100.0% | 0 | 0.0% | Finance |
SUI Sun Communities | $0 | $55,465 ▼ | -100.0% | 0 | 0.0% | Finance |
VMC Vulcan Materials | $0 | $52,212 ▼ | -100.0% | 0 | 0.0% | Construction |
VEU Vanguard FTSE All-World ex-US ETF | $0 | $13,923 ▼ | -100.0% | 0 | 0.0% | ETF |
WPC W. P. Carey | $0 | $12,314 ▼ | -100.0% | 0 | 0.0% | Finance |
CMA Comerica | $0 | $9,041 ▼ | -100.0% | 0 | 0.0% | Finance |
VIG Vanguard Dividend Appreciation ETF | $0 | $8,520 ▼ | -100.0% | 0 | 0.0% | ETF |
CL Colgate-Palmolive | $0 | $7,971 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
NEM Newmont | $0 | $6,002 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
CARR Carrier Global | $0 | $5,745 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
AEM Agnico Eagle Mines | $0 | $5,046 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
OTIS Otis Worldwide | $0 | $4,474 ▼ | -100.0% | 0 | 0.0% | Construction |
SYF Synchrony Financial | $0 | $3,819 ▼ | -100.0% | 0 | 0.0% | Finance |
VGR Vector Group | $0 | $3,790 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
IVZ Invesco | $0 | $2,676 ▼ | -100.0% | 0 | 0.0% | Finance |
WDC Western Digital | $0 | $2,619 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
IP International Paper | $0 | $1,808 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
GSK GSK | $0 | $1,482 ▼ | -100.0% | 0 | 0.0% | Medical |
PBA Pembina Pipeline | $0 | $1,274 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
PSEC Prospect Capital | $0 | $988 ▼ | -100.0% | 0 | 0.0% | Finance |
DOUG Douglas Elliman | $0 | $516 ▼ | -100.0% | 0 | 0.0% | Finance |
UNIT Uniti Group | $0 | $381 ▼ | -100.0% | 0 | 0.0% | Finance |
Net Lease Office Properties
| $0 | $222 ▼ | -100.0% | 0 | 0.0% | COM |
