QQQ Invesco QQQ | $26,312,078 | $824,796 â–² | 3.2% | 45,587 | 14.3% | Finance |
SPY SPDR S&P 500 ETF Trust | $16,750,285 | $407,132 â–¼ | -2.4% | 25,755 | 9.1% | Finance |
GNR SPDR S&P Global Natural Resources ETF | $15,176,351 | $432,936 â–¼ | -2.8% | 203,246 | 8.2% | ETF |
FBND Fidelity Total Bond ETF | $8,931,126 | $329,642 â–² | 3.8% | 195,750 | 4.8% | ETF |
IWB iShares Russell 1000 ETF | $5,956,489 | $8,914 â–¼ | -0.1% | 16,705 | 3.2% | ETF |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $4,165,129 | $18,779 â–¼ | -0.4% | 86,503 | 2.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $3,928,852 | $68,408 â–¼ | -1.7% | 58,179 | 2.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $3,825,363 | $4,172 â–² | 0.1% | 124,686 | 2.1% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $3,560,732 | $57,324 â–² | 1.6% | 35,406 | 1.9% | ETF |
MBB iShares MBS ETF | $3,411,733 | $37,695 â–² | 1.1% | 35,932 | 1.8% | ETF |
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF | $3,231,688 | $91,411 â–¼ | -2.8% | 81,454 | 1.8% | ETF |
SCHB Schwab US Broad Market ETF | $3,064,047 | $2,033 â–¼ | -0.1% | 122,074 | 1.7% | ETF |
AAPL Apple | $2,691,631 | $274,087 â–¼ | -9.2% | 10,606 | 1.5% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $2,589,012 | $216,578 â–² | 9.1% | 17,740 | 1.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $2,585,990 | $66,146 â–² | 2.6% | 45,624 | 1.4% | ETF |
IAU iShares Gold Trust | $2,498,270 | $2,645 â–¼ | -0.1% | 28,338 | 1.4% | Finance |
IGE iShares North American Natural Resources ETF | $2,495,546 | $135,068 â–¼ | -5.1% | 39,650 | 1.4% | ETF |
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF | $2,430,414 | $199,836 â–¼ | -7.6% | 71,221 | 1.3% | ETF |
IVV iShares Core S&P 500 ETF | $2,045,011 | $54,211 â–¼ | -2.6% | 3,131 | 1.1% | ETF |
FREL Fidelity MSCI Real Estate Index ETF | $1,997,254 | $100,966 â–² | 5.3% | 74,220 | 1.1% | ETF |
ECBK ECB Bancorp | $1,988,411 | | 0.0% | 118,853 | 1.1% | Finance |
IVE iShares S&P 500 Value ETF | $1,888,368 | $1,056 â–² | 0.1% | 8,943 | 1.0% | ETF |
MSFT Microsoft | $1,778,999 | $145,474 â–² | 8.9% | 4,806 | 1.0% | Computer and Technology |
TSLA Tesla | $1,776,899 | $188,470 â–² | 11.9% | 4,780 | 1.0% | Auto/Tires/Trucks |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,764,619 | $11,827 â–² | 0.7% | 60,577 | 1.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $1,709,626 | $38,664 â–¼ | -2.2% | 15,476 | 0.9% | ETF |
VHT Vanguard Health Care ETF | $1,457,785 | $19,335 â–¼ | -1.3% | 5,353 | 0.8% | ETF |
NVDA NVIDIA | $1,435,512 | $134,814 â–² | 10.4% | 8,231 | 0.8% | Computer and Technology |
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund | $1,246,675 | $27,935 â–² | 2.3% | 9,818 | 0.7% | Manufacturing |
FBCG Fidelity Blue Chip Growth ETF | $1,137,641 | $19,748 â–¼ | -1.7% | 22,698 | 0.6% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $1,113,203 | $14,762 â–² | 1.3% | 22,246 | 0.6% | ETF |
SRLN SPDR Blackstone Senior Loan ETF | $1,086,257 | $22,599 â–² | 2.1% | 27,062 | 0.6% | ETF |
DIVO Amplify CWP Enhanced Dividend Income ETF | $957,022 | $11,168 â–² | 1.2% | 21,338 | 0.5% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $940,165 | $2,410 â–² | 0.3% | 30,825 | 0.5% | ETF |
VO Vanguard Mid-Cap ETF | $891,094 | $8,615 â–¼ | -1.0% | 3,103 | 0.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $884,087 | $71,566 â–¼ | -7.5% | 1,433 | 0.5% | ETF |
XOM ExxonMobil | $883,009 | $9,839 â–² | 1.1% | 5,205 | 0.5% | Energy |
USMV iShares MSCI USA Min Vol Factor ETF | $855,493 | $185 â–² | 0.0% | 9,225 | 0.5% | ETF |
GOOGL Alphabet | $838,905 | $109,860 â–² | 15.1% | 2,917 | 0.5% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $814,319 | $18,050 â–² | 2.3% | 26,302 | 0.4% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $811,062 | $2,546 â–² | 0.3% | 13,696 | 0.4% | ETF |
AMZN Amazon.com | $809,343 | $55,400 â–² | 7.3% | 3,886 | 0.4% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $791,311 | $744 â–² | 0.1% | 3,191 | 0.4% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $790,902 | $36,719 â–² | 4.9% | 12,342 | 0.4% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $741,856 | $66,867 â–¼ | -8.3% | 18,672 | 0.4% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $731,767 | $39,978 â–² | 5.8% | 7,157 | 0.4% | Manufacturing |
IBM International Business Machines | $692,111 | $970 â–¼ | -0.1% | 2,855 | 0.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $648,218 | $92,350 â–¼ | -12.5% | 2,204 | 0.4% | Finance |
VTI Vanguard Total Stock Market ETF | $625,798 | $270,399 â–² | 76.1% | 1,951 | 0.3% | ETF |
INDB Independent Bank | $625,101 | $19,497 â–² | 3.2% | 8,304 | 0.3% | Finance |
IYH iShares U.S. Healthcare ETF | $621,026 | $1,541 â–² | 0.2% | 10,075 | 0.3% | ETF |
BND Vanguard Total Bond Market ETF | $606,290 | $20,030 â–¼ | -3.2% | 8,233 | 0.3% | ETF |
SRTS Sensus Healthcare | $599,024 | $7,960 â–² | 1.3% | 150,508 | 0.3% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $592,296 | $2,142 â–¼ | -0.4% | 17,976 | 0.3% | ETF |
NVS Novartis | $521,456 | $9,012 â–² | 1.8% | 3,414 | 0.3% | Medical |
VIG Vanguard Dividend Appreciation ETF | $515,220 | $21,073 â–¼ | -3.9% | 2,396 | 0.3% | ETF |
JNJ Johnson & Johnson | $506,716 | $32,510 â–¼ | -6.0% | 2,073 | 0.3% | Medical |
ES Eversource Energy | $487,741 | $22,170 â–² | 4.8% | 7,040 | 0.3% | Utilities |
BRK.B Berkshire Hathaway | $449,868 | $25,392 â–² | 6.0% | 939 | 0.2% | Finance |
COST Costco Wholesale | $447,707 | $321,073 â–² | 253.5% | 449 | 0.2% | Retail/Wholesale |
PG Procter & Gamble | $438,930 | $50,118 â–¼ | -10.2% | 3,039 | 0.2% | Consumer Staples |
META Meta Platforms | $438,902 | $115,591 â–² | 35.8% | 767 | 0.2% | Computer and Technology |
GOOG Alphabet | $436,571 | $230,906 â–² | 112.3% | 1,522 | 0.2% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $425,883 | $1,471 â–² | 0.3% | 3,765 | 0.2% | ETF |
AVGO Broadcom | $413,640 | $104,029 â–² | 33.6% | 1,336 | 0.2% | Computer and Technology |
GLD SPDR Gold Shares | $380,377 | | 0.0% | 884 | 0.2% | Finance |
SCHF Schwab International Equity ETF | $374,530 | $29,526 â–¼ | -7.3% | 15,133 | 0.2% | ETF |
BAC Bank of America | $369,957 | $60,010 â–² | 19.4% | 7,589 | 0.2% | Finance |
DGRO iShares Core Dividend Growth ETF | $362,810 | $3,158 â–¼ | -0.9% | 5,170 | 0.2% | ETF |
V Visa | $360,278 | $234,241 â–² | 185.9% | 1,192 | 0.2% | Business Services |
WALMART INC
| $353,394 | $5,345 â–² | 1.5% | 2,843 | 0.2% | COM |
NOC Northrop Grumman | $333,280 | $682 â–¼ | -0.2% | 489 | 0.2% | Aerospace |
FTHI First Trust BuyWrite Income ETF | $312,516 | $7,000 â–² | 2.3% | 13,617 | 0.2% | ETF |
HD Home Depot | $308,834 | $61,504 â–² | 24.9% | 939 | 0.2% | Retail/Wholesale |
VZ Verizon Communications | $305,624 | $15,261 â–² | 5.3% | 6,088 | 0.2% | Computer and Technology |
ADP Automatic Data Processing | $305,341 | $120,711 â–² | 65.4% | 1,500 | 0.2% | Computer and Technology |
TXN Texas Instruments | $292,182 | $29,121 â–¼ | -9.1% | 1,505 | 0.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $283,316 | $117,152 â–² | 70.5% | 474 | 0.2% | ETF |
SCHA Schwab US Small-Cap ETF | $277,615 | $15,295 â–² | 5.8% | 9,547 | 0.2% | ETF |
MCD McDonald's | $273,401 | | 0.0% | 880 | 0.1% | Retail/Wholesale |
MGV Vanguard Mega Cap Value ETF | $256,195 | $725 â–² | 0.3% | 1,767 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $255,872 | $15,044 â–¼ | -5.6% | 2,058 | 0.1% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $251,064 | $6,597 â–¼ | -2.6% | 2,626 | 0.1% | Manufacturing |
GE GE Aerospace | $249,429 | $108,398 â–² | 76.9% | 879 | 0.1% | Aerospace |
CVX Chevron | $248,619 | $20,063 â–² | 8.8% | 1,202 | 0.1% | Energy |
MRK Merck & Co., Inc. | $242,750 | $4,944 â–² | 2.1% | 2,013 | 0.1% | Medical |
EFA iShares MSCI EAFE ETF | $239,505 | | 0.0% | 2,466 | 0.1% | Finance |
LLY Eli Lilly and Company | $232,373 | $59,701 â–² | 34.6% | 253 | 0.1% | Medical |
CME CME Group | $228,601 | $197,589 â–² | 637.1% | 774 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $224,394 | $17,261 â–² | 8.3% | 1,534 | 0.1% | CL A |
IWR iShares Russell Mid-Cap ETF | $218,028 | | 0.0% | 2,242 | 0.1% | ETF |
SLYV SPDR S&P 600 Small Cap Value ETF | $209,443 | $851 â–² | 0.4% | 2,214 | 0.1% | ETF |
ABBV AbbVie | $208,474 | $28,043 â–¼ | -11.9% | 959 | 0.1% | Medical |
MTD Mettler-Toledo International | $208,098 | $205,576 â–² | 8,150.0% | 165 | 0.1% | Medical |
T AT&T | $201,131 | $8,233 â–² | 4.3% | 6,938 | 0.1% | Computer and Technology |
SPMB SPDR Portfolio Mortgage Backed Bond ETF | $193,575 | $1,366 â–² | 0.7% | 8,646 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $192,570 | $19,257 â–² | 11.1% | 1,300 | 0.1% | Financial Services |
VB Vanguard Small-Cap ETF | $188,198 | $4,973 â–¼ | -2.6% | 719 | 0.1% | ETF |
VUG Vanguard Growth ETF | $187,457 | | 0.0% | 429 | 0.1% | ETF |
GE VERNOVA INC
| $181,657 | $92,575 â–² | 103.9% | 208 | 0.1% | COM |
