AAPL Apple | $13,008,473 | $1,909,258 ▲ | 17.2% | 75,860 | 2.6% | Computer and Technology |
MSFT Microsoft | $10,736,774 | $1,931,946 ▲ | 21.9% | 25,520 | 2.2% | Computer and Technology |
JPM JPMorgan Chase & Co. | $10,094,719 | $1,393,687 ▲ | 16.0% | 50,398 | 2.0% | Finance |
AVGO Broadcom | $9,366,672 | $930,438 ▲ | 11.0% | 7,067 | 1.9% | Computer and Technology |
AMZN Amazon.com | $8,680,066 | $1,918,522 ▲ | 28.4% | 48,121 | 1.8% | Retail/Wholesale |
IAU iShares Gold Trust | $8,370,535 | $1,522,442 ▲ | 22.2% | 199,251 | 1.7% | Finance |
PSX Phillips 66 | $8,010,357 | $918,134 ▲ | 12.9% | 49,041 | 1.6% | Oils/Energy |
VNLA Janus Henderson Short Duration Income ETF | $7,375,444 | $1,689,158 ▲ | 29.7% | 152,071 | 1.5% | ETF |
NEE NextEra Energy | $7,164,311 | $847,383 ▲ | 13.4% | 112,100 | 1.5% | Utilities |
PG Procter & Gamble | $7,009,038 | $980,964 ▲ | 16.3% | 43,199 | 1.4% | Consumer Staples |
MRK Merck & Co., Inc. | $6,604,889 | $876,676 ▲ | 15.3% | 50,056 | 1.3% | Medical |
COF Capital One Financial | $6,412,990 | $434,163 ▲ | 7.3% | 43,072 | 1.3% | Finance |
PFF iShares Preferred and Income Securities ETF | $6,333,292 | $625,294 ▲ | 11.0% | 196,503 | 1.3% | ETF |
KO Coca-Cola | $6,242,073 | $762,303 ▲ | 13.9% | 102,028 | 1.3% | Consumer Staples |
QCOM QUALCOMM | $6,226,515 | $557,336 ▲ | 9.8% | 36,778 | 1.3% | Computer and Technology |
SRLN SPDR Blackstone Senior Loan ETF | $6,086,032 | $897,827 ▲ | 17.3% | 144,527 | 1.2% | ETF |
CVS CVS Health | $5,963,336 | $222,211 ▲ | 3.9% | 74,766 | 1.2% | Retail/Wholesale |
LMT Lockheed Martin | $5,759,109 | $690,948 ▲ | 13.6% | 12,661 | 1.2% | Aerospace |
PEP PepsiCo | $5,686,425 | $662,588 ▲ | 13.2% | 32,492 | 1.2% | Consumer Staples |
CVX Chevron | $5,679,113 | $1,001,176 ▲ | 21.4% | 36,003 | 1.2% | Oils/Energy |
STX Seagate Technology | $5,502,233 | $413,979 ▲ | 8.1% | 59,132 | 1.1% | Business Services |
MCD McDonald's | $5,494,078 | $831,753 ▲ | 17.8% | 19,486 | 1.1% | Retail/Wholesale |
META Meta Platforms | $5,409,847 | $1,606,299 ▲ | 42.2% | 11,141 | 1.1% | Computer and Technology |
WMT Walmart | $5,405,853 | $3,762,490 ▲ | 229.0% | 89,843 | 1.1% | Retail/Wholesale |
TIP iShares TIPS Bond ETF | $5,402,723 | $577,866 ▲ | 12.0% | 50,300 | 1.1% | ETF |
DOW DOW | $5,376,194 | $405,973 ▲ | 8.2% | 92,805 | 1.1% | Basic Materials |
VZ Verizon Communications | $5,369,327 | $553,578 ▲ | 11.5% | 127,963 | 1.1% | Computer and Technology |
FITB Fifth Third Bancorp | $5,202,218 | $311,745 ▲ | 6.4% | 139,807 | 1.1% | Finance |
LYB LyondellBasell Industries | $5,106,124 | $525,310 ▲ | 11.5% | 49,923 | 1.0% | Basic Materials |
BX Blackstone | $5,077,976 | $762,209 ▲ | 17.7% | 38,654 | 1.0% | Financial Services |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $5,005,854 | $671,310 ▲ | 15.5% | 218,120 | 1.0% | ETF |
MDT Medtronic | $4,980,797 | $502,420 ▲ | 11.2% | 57,152 | 1.0% | Medical |
WBS Webster Financial | $4,978,151 | $373,667 ▲ | 8.1% | 98,053 | 1.0% | Finance |
MET MetLife | $4,962,776 | $315,783 ▲ | 6.8% | 66,965 | 1.0% | Finance |
JNJ Johnson & Johnson | $4,874,308 | $805,187 ▲ | 19.8% | 30,813 | 1.0% | Medical |
FTSM First Trust Enhanced Short Maturity ETF | $4,827,253 | $641,094 ▲ | 15.3% | 80,967 | 1.0% | Manufacturing |
GOOGL Alphabet | $4,780,859 | $819,399 ▲ | 20.7% | 31,676 | 1.0% | Computer and Technology |
T AT&T | $4,723,189 | $530,622 ▲ | 12.7% | 268,363 | 1.0% | Computer and Technology |
UL Unilever | $4,510,625 | $384,656 ▲ | 9.3% | 89,871 | 0.9% | Consumer Staples |
CSCO Cisco Systems | $4,508,320 | $362,546 ▲ | 8.7% | 90,329 | 0.9% | Computer and Technology |
GSK GSK | $4,469,841 | $273,296 ▲ | 6.5% | 104,265 | 0.9% | Medical |
FE FirstEnergy | $4,286,395 | $334,526 ▲ | 8.5% | 110,989 | 0.9% | Utilities |
CCI Crown Castle | $4,232,459 | $444,380 ▲ | 11.7% | 39,993 | 0.9% | Finance |
KMI Kinder Morgan | $4,010,885 | $320,015 ▲ | 8.7% | 218,696 | 0.8% | Oils/Energy |
DUK Duke Energy | $3,987,643 | $295,739 ▲ | 8.0% | 41,233 | 0.8% | Utilities |
FVD First Trust Value Line Dividend Index Fund | $3,982,120 | $869,136 ▲ | 27.9% | 94,296 | 0.8% | ETF |
ABBV AbbVie | $3,971,419 | $804,882 ▲ | 25.4% | 21,809 | 0.8% | Medical |
TD Toronto-Dominion Bank | $3,855,806 | $239,165 ▲ | 6.6% | 63,859 | 0.8% | Finance |
NVDA NVIDIA | $3,744,353 | $1,354,437 ▲ | 56.7% | 4,144 | 0.8% | Computer and Technology |
VWOB Vanguard Emerging Markets Government Bond ETF | $3,734,586 | $321,868 ▲ | 9.4% | 58,490 | 0.8% | ETF |
EIX Edison International | $3,654,831 | $220,112 ▲ | 6.4% | 51,673 | 0.7% | Utilities |
UBER Uber Technologies | $3,632,773 | $584,816 ▲ | 19.2% | 47,185 | 0.7% | Computer and Technology |
KMB Kimberly-Clark | $3,568,120 | $221,318 ▲ | 6.6% | 27,585 | 0.7% | Consumer Staples |
COIN Coinbase Global | $3,472,277 | $930,836 ▲ | 36.6% | 13,097 | 0.7% | Finance |
AMGN Amgen | $3,237,552 | $556,983 ▲ | 20.8% | 11,387 | 0.7% | Medical |
TMUS T-Mobile US | $3,168,753 | $451,956 ▲ | 16.6% | 19,414 | 0.6% | Computer and Technology |
FV First Trust Dorsey Wright Focus 5 ETF | $3,094,426 | $591,243 ▲ | 23.6% | 54,070 | 0.6% | Manufacturing |
D Dominion Energy | $2,952,679 | $215,108 ▲ | 7.9% | 60,026 | 0.6% | Utilities |
VIG Vanguard Dividend Appreciation ETF | $2,923,403 | $550,386 ▲ | 23.2% | 16,009 | 0.6% | ETF |
PFE Pfizer | $2,803,499 | $281,107 ▲ | 11.1% | 101,027 | 0.6% | Medical |
LLY Eli Lilly and Company | $2,751,645 | $606,031 ▲ | 28.2% | 3,537 | 0.6% | Medical |
TJX TJX Companies | $2,721,099 | $326,167 ▲ | 13.6% | 26,830 | 0.6% | Retail/Wholesale |
NFLX Netflix | $2,567,184 | $439,707 ▲ | 20.7% | 4,227 | 0.5% | Consumer Discretionary |
MDLZ Mondelez International | $2,513,630 | $479,430 ▲ | 23.6% | 35,909 | 0.5% | Consumer Staples |
OSK Oshkosh | $2,502,805 | $403,562 ▲ | 19.2% | 20,069 | 0.5% | Auto/Tires/Trucks |
UNH UnitedHealth Group | $2,462,122 | $427,916 ▲ | 21.0% | 4,977 | 0.5% | Medical |
SBUX Starbucks | $2,344,336 | $312,188 ▲ | 15.4% | 25,652 | 0.5% | Retail/Wholesale |
SDY SPDR S&P Dividend ETF | $2,298,537 | $410,650 ▲ | 21.8% | 17,514 | 0.5% | ETF |
INTU Intuit | $2,260,050 | $1,637,350 ▲ | 262.9% | 3,477 | 0.5% | Computer and Technology |
DE Deere & Company | $2,248,802 | $324,895 ▲ | 16.9% | 5,475 | 0.5% | Industrial Products |
LOW Lowe's Companies | $2,164,186 | $554,038 ▲ | 34.4% | 8,496 | 0.4% | Retail/Wholesale |
TMO Thermo Fisher Scientific | $2,163,264 | $406,847 ▲ | 23.2% | 3,722 | 0.4% | Medical |
ABT Abbott Laboratories | $2,096,231 | $325,068 ▲ | 18.4% | 18,443 | 0.4% | Medical |
CRM Salesforce | $2,060,071 | $238,836 ▲ | 13.1% | 6,840 | 0.4% | Computer and Technology |
ISRG Intuitive Surgical | $2,039,350 | $269,785 ▲ | 15.2% | 5,110 | 0.4% | Medical |
DIS Walt Disney | $2,036,193 | $457,504 ▲ | 29.0% | 16,641 | 0.4% | Consumer Discretionary |
VLO Valero Energy | $1,980,687 | $462,399 ▲ | 30.5% | 11,604 | 0.4% | Oils/Energy |
V Visa | $1,952,444 | $425,318 ▲ | 27.9% | 6,996 | 0.4% | Business Services |
CMCSA Comcast | $1,946,112 | $364,227 ▲ | 23.0% | 44,893 | 0.4% | Consumer Discretionary |
TT Trane Technologies | $1,877,151 | $178,019 ▲ | 10.5% | 6,253 | 0.4% | Business Services |
RTX RTX | $1,874,624 | $345,744 ▲ | 22.6% | 19,221 | 0.4% | Aerospace |
DGX Quest Diagnostics | $1,872,192 | $306,020 ▲ | 19.5% | 14,065 | 0.4% | Medical |
PLD Prologis | $1,849,905 | $490,148 ▲ | 36.0% | 14,206 | 0.4% | Finance |
IVW iShares S&P 500 Growth ETF | $1,809,887 | $576,050 ▲ | 46.7% | 21,434 | 0.4% | ETF |
NVO Novo Nordisk A/S | $1,798,884 | $182,200 ▲ | 11.3% | 14,010 | 0.4% | Medical |
GILD Gilead Sciences | $1,770,160 | $419,723 ▲ | 31.1% | 24,166 | 0.4% | Medical |
ORCL Oracle | $1,762,811 | $528,944 ▲ | 42.9% | 14,034 | 0.4% | Computer and Technology |
RJF Raymond James | $1,734,954 | $124,953 ▲ | 7.8% | 13,510 | 0.4% | Finance |
TGT Target | $1,732,759 | $120,680 ▲ | 7.5% | 9,778 | 0.4% | Retail/Wholesale |
XOM Exxon Mobil | $1,695,593 | $1,213,778 ▲ | 251.9% | 14,587 | 0.3% | Oils/Energy |
AXP American Express | $1,685,361 | $154,374 ▲ | 10.1% | 7,402 | 0.3% | Finance |
MPW Medical Properties Trust | $1,679,620 | $94,945 ▲ | 6.0% | 357,366 | 0.3% | Real Estate |
GOOG Alphabet | $1,670,901 | $177,231 ▲ | 11.9% | 10,974 | 0.3% | Computer and Technology |
APO Apollo Global Management | $1,632,324 | $168,675 ▲ | 11.5% | 14,516 | 0.3% | Finance |
VO Vanguard Mid-Cap ETF | $1,611,847 | $407,522 ▲ | 33.8% | 6,451 | 0.3% | ETF |
PH Parker-Hannifin | $1,597,896 | $358,484 ▲ | 28.9% | 2,875 | 0.3% | Industrial Products |
SAP SAP | $1,583,839 | $161,095 ▲ | 11.3% | 8,121 | 0.3% | Computer and Technology |
AMAT Applied Materials | $1,566,936 | $174,677 ▲ | 12.5% | 7,598 | 0.3% | Computer and Technology |
AZN AstraZeneca | $1,558,453 | $385,836 ▲ | 32.9% | 23,003 | 0.3% | Medical |
WMB Williams Companies | $1,547,187 | $511,754 ▲ | 49.4% | 39,702 | 0.3% | Oils/Energy |
SHW Sherwin-Williams | $1,520,611 | $265,013 ▲ | 21.1% | 4,378 | 0.3% | Construction |
AMD Advanced Micro Devices | $1,495,179 | $307,194 ▲ | 25.9% | 8,284 | 0.3% | Computer and Technology |
TSLA Tesla | $1,446,927 | $340,329 ▲ | 30.8% | 8,231 | 0.3% | Auto/Tires/Trucks |
TSM Taiwan Semiconductor Manufacturing | $1,422,811 | $233,870 ▲ | 19.7% | 10,458 | 0.3% | Computer and Technology |
MCK McKesson | $1,395,273 | $137,434 ▲ | 10.9% | 2,599 | 0.3% | Medical |
STLD Steel Dynamics | $1,369,942 | $146,007 ▲ | 11.9% | 9,242 | 0.3% | Basic Materials |
TXRH Texas Roadhouse | $1,358,564 | $139,178 ▲ | 11.4% | 8,795 | 0.3% | Retail/Wholesale |
ARKK ARK Innovation ETF | $1,346,351 | $336,488 ▲ | 33.3% | 26,884 | 0.3% | ETF |
AIG American International Group | $1,342,101 | $143,989 ▲ | 12.0% | 17,169 | 0.3% | Finance |
CB Chubb | $1,320,786 | $140,189 ▲ | 11.9% | 5,097 | 0.3% | Finance |
MA Mastercard | $1,310,352 | $121,837 ▲ | 10.3% | 2,721 | 0.3% | Business Services |
USB U.S. Bancorp | $1,304,838 | $147,421 ▲ | 12.7% | 29,191 | 0.3% | Finance |
VXF Vanguard Extended Market ETF | $1,272,635 | | 0.0% | 7,261 | 0.3% | ETF |
NOW ServiceNow | $1,237,375 | $229,482 ▲ | 22.8% | 1,623 | 0.3% | Computer and Technology |
IQV IQVIA | $1,231,827 | $297,399 ▲ | 31.8% | 4,871 | 0.2% | Medical |
STZ Constellation Brands | $1,212,050 | $354,375 ▲ | 41.3% | 4,460 | 0.2% | Consumer Staples |
PXD Pioneer Natural Resources | $1,194,638 | $130,463 ▲ | 12.3% | 4,551 | 0.2% | Oils/Energy |
NKE NIKE | $1,174,844 | $160,424 ▲ | 15.8% | 12,501 | 0.2% | Consumer Discretionary |
JEPI JPMorgan Equity Premium Income ETF | $1,173,343 | $205,172 ▲ | 21.2% | 20,279 | 0.2% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $1,166,592 | $303,493 ▲ | 35.2% | 32,550 | 0.2% | ETF |
BRK.B Berkshire Hathaway | $1,161,476 | $254,835 ▲ | 28.1% | 2,762 | 0.2% | Finance |
PANW Palo Alto Networks | $1,146,465 | $411,705 ▲ | 56.0% | 4,035 | 0.2% | Computer and Technology |
PYPL PayPal | $1,136,753 | $277,807 ▲ | 32.3% | 16,969 | 0.2% | Computer and Technology |
COST Costco Wholesale | $1,122,389 | $112,092 ▲ | 11.1% | 1,532 | 0.2% | Retail/Wholesale |
ET Energy Transfer | $1,120,416 | $318,202 ▲ | 39.7% | 71,228 | 0.2% | Oils/Energy |
INDB Independent Bank | $1,103,500 | $131,455 ▲ | 13.5% | 21,213 | 0.2% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $1,074,032 | $205,926 ▲ | 23.7% | 25,713 | 0.2% | ETF |
FEZ SPDR EURO STOXX 50 ETF | $1,047,900 | $249,402 ▲ | 31.2% | 19,941 | 0.2% | ETF |
HAL Halliburton | $1,046,364 | $217,007 ▲ | 26.2% | 26,544 | 0.2% | Oils/Energy |
ANET Arista Networks | $1,039,578 | $41,467 ▲ | 4.2% | 3,585 | 0.2% | Computer and Technology |
APD Air Products and Chemicals | $1,038,854 | $83,825 ▲ | 8.8% | 4,288 | 0.2% | Basic Materials |
SLB Schlumberger | $1,018,918 | $105,948 ▲ | 11.6% | 18,590 | 0.2% | Oils/Energy |
BLK BlackRock | $1,014,613 | $298,465 ▲ | 41.7% | 1,217 | 0.2% | Finance |
TTD Trade Desk | $1,003,407 | $203,426 ▲ | 25.4% | 11,478 | 0.2% | Computer and Technology |
SNY Sanofi | $979,193 | $103,761 ▲ | 11.9% | 20,148 | 0.2% | Medical |
SRE Sempra | $976,744 | $106,021 ▲ | 12.2% | 13,598 | 0.2% | Utilities |
EPD Enterprise Products Partners | $945,957 | $253,282 ▲ | 36.6% | 32,418 | 0.2% | Oils/Energy |
NDAQ Nasdaq | $942,209 | $192,139 ▲ | 25.6% | 14,932 | 0.2% | Finance |
FTGC First Trust Global Tactical Commodity Strategy Fund | $940,047 | $600,709 ▲ | 177.0% | 39,631 | 0.2% | Manufacturing |
IBM International Business Machines | $932,649 | $94,143 ▲ | 11.2% | 4,884 | 0.2% | Computer and Technology |
NOC Northrop Grumman | $923,335 | $202,473 ▲ | 28.1% | 1,929 | 0.2% | Aerospace |
IEF iShares 7-10 Year Treasury Bond ETF | $897,187 | $114,823 ▲ | 14.7% | 9,478 | 0.2% | ETF |
BABA Alibaba Group | $867,235 | $157,673 ▲ | 22.2% | 11,985 | 0.2% | Retail/Wholesale |
DG Dollar General | $865,041 | $225,195 ▼ | -20.7% | 5,543 | 0.2% | Retail/Wholesale |
VUG Vanguard Growth ETF | $855,337 | $79,854 ▲ | 10.3% | 2,485 | 0.2% | ETF |
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF | $831,191 | $114,036 ▲ | 15.9% | 36,568 | 0.2% | ETF |
SCHW Charles Schwab | $788,434 | $58,089 ▼ | -6.9% | 10,899 | 0.2% | Finance |
LVS Las Vegas Sands | $726,023 | $281,713 ▲ | 63.4% | 14,043 | 0.1% | Consumer Discretionary |
PM Philip Morris International | $723,432 | $56,438 ▲ | 8.5% | 7,896 | 0.1% | Consumer Staples |
SLV iShares Silver Trust | $707,161 | $707,161 ▲ | New Holding | 31,084 | 0.1% | ETF |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $702,953 | $177,504 ▲ | 33.8% | 28,062 | 0.1% | ETF |
IR Ingersoll Rand | $695,319 | $16,047 ▲ | 2.4% | 7,323 | 0.1% | Industrial Products |
GXO GXO Logistics | $685,386 | $251,650 ▲ | 58.0% | 12,749 | 0.1% | Transportation |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $666,388 | $113,109 ▲ | 20.4% | 15,483 | 0.1% | ETF |
CMG Chipotle Mexican Grill | $662,744 | | 0.0% | 228 | 0.1% | Retail/Wholesale |
IWM iShares Russell 2000 ETF | $661,814 | $227,545 ▲ | 52.4% | 3,147 | 0.1% | Finance |
FDX FedEx | $651,625 | $2,028 ▲ | 0.3% | 2,249 | 0.1% | Transportation |
SNOW Snowflake | $645,430 | $178,406 ▲ | 38.2% | 3,994 | 0.1% | Computer and Technology |
CG The Carlyle Group | $630,752 | | 0.0% | 13,446 | 0.1% | Finance |
HD Home Depot | $588,059 | $121,985 ▲ | 26.2% | 1,533 | 0.1% | Retail/Wholesale |
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF | $587,541 | $147,869 ▲ | 33.6% | 27,468 | 0.1% | ETF |
YUM Yum! Brands | $584,271 | $1,109 ▲ | 0.2% | 4,214 | 0.1% | Retail/Wholesale |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $584,126 | $114,201 ▲ | 24.3% | 10,951 | 0.1% | ETF |
ADBE Adobe | $570,703 | $163,995 ▲ | 40.3% | 1,131 | 0.1% | Computer and Technology |
UPS United Parcel Service | $569,996 | $71,194 ▲ | 14.3% | 3,835 | 0.1% | Transportation |
WDAY Workday | $555,046 | | 0.0% | 2,035 | 0.1% | Computer and Technology |
CWB SPDR Bloomberg Convertible Securities ETF | $554,081 | $25,710 ▲ | 4.9% | 7,586 | 0.1% | ETF |
WM Waste Management | $542,254 | $16,413 ▲ | 3.1% | 2,544 | 0.1% | Business Services |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $539,310 | $25,484 ▼ | -4.5% | 20,993 | 0.1% | ETF |
SYK Stryker | $535,016 | $6,800 ▲ | 1.3% | 1,495 | 0.1% | Medical |
FXL First Trust Technology AlphaDEX Fund | $523,776 | $303,210 ▲ | 137.5% | 3,885 | 0.1% | ETF |
XPO XPO | $509,963 | $509,963 ▲ | New Holding | 4,179 | 0.1% | Transportation |
ADI Analog Devices | $506,936 | | 0.0% | 2,563 | 0.1% | Computer and Technology |
TDG TransDigm Group | $501,261 | | 0.0% | 407 | 0.1% | Aerospace |
MDY SPDR S&P MidCap 400 ETF Trust | $498,534 | $142,438 ▲ | 40.0% | 896 | 0.1% | ETF |
ROST Ross Stores | $488,564 | | 0.0% | 3,329 | 0.1% | Retail/Wholesale |
HSY Hershey | $476,720 | $38,900 ▲ | 8.9% | 2,451 | 0.1% | Consumer Staples |
BDX Becton, Dickinson and Company | $467,680 | $7,176 ▼ | -1.5% | 1,890 | 0.1% | Medical |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $466,008 | $49,827 ▲ | 12.0% | 10,026 | 0.1% | Finance |
NVS Novartis | $453,374 | $38,499 ▲ | 9.3% | 4,687 | 0.1% | Medical |
NOBL ProShares S&P 500 Aristocrats ETF | $445,291 | $24,541 ▲ | 5.8% | 4,391 | 0.1% | ETF |
QQQ Invesco QQQ | $440,458 | $122,103 ▲ | 38.4% | 992 | 0.1% | Finance |
VYM Vanguard High Dividend Yield ETF | $439,194 | $50,816 ▲ | 13.1% | 3,630 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $433,090 | $73,706 ▼ | -14.5% | 4,025 | 0.1% | ETF |
DHR Danaher | $430,517 | $57,186 ▲ | 15.3% | 1,724 | 0.1% | Medical |
FTHY First Trust High Yield Opportunities 2027 Term Fund | $430,369 | $76,102 ▲ | 21.5% | 29,599 | 0.1% | |
KFY Korn Ferry | $427,440 | $427,440 ▲ | New Holding | 6,500 | 0.1% | Business Services |
BXSL Blackstone Secured Lending Fund | $422,643 | $31,150 ▲ | 8.0% | 13,568 | 0.1% | Finance |
WAB Westinghouse Air Brake Technologies | $410,089 | | 0.0% | 2,815 | 0.1% | Transportation |
BKNG Booking | $406,323 | $7,256 ▲ | 1.8% | 112 | 0.1% | Retail/Wholesale |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $396,716 | $10,682 ▲ | 2.8% | 9,099 | 0.1% | Manufacturing |
MO Altria Group | $383,943 | $43,620 ▲ | 12.8% | 8,802 | 0.1% | Consumer Staples |
TXN Texas Instruments | $380,823 | $1,219 ▲ | 0.3% | 2,186 | 0.1% | Computer and Technology |
ALB Albemarle | $379,148 | $102,230 ▲ | 36.9% | 2,878 | 0.1% | Basic Materials |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $379,066 | $60,106 ▲ | 18.8% | 5,348 | 0.1% | ETF |
IEP Icahn Enterprises | $379,000 | $114,562 ▲ | 43.3% | 22,281 | 0.1% | Energy |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $372,456 | $372,456 ▲ | New Holding | 16,068 | 0.1% | ETF |
HON Honeywell International | $371,092 | $371,092 ▲ | New Holding | 1,808 | 0.1% | Multi-Sector Conglomerates |
NBTB NBT Bancorp | $366,030 | | 0.0% | 9,979 | 0.1% | Finance |
VTI Vanguard Total Stock Market ETF | $365,939 | $39,765 ▲ | 12.2% | 1,408 | 0.1% | ETF |
EWJ iShares MSCI Japan ETF | $364,813 | $72,634 ▲ | 24.9% | 5,113 | 0.1% | ETF |
NMT Nuveen Massachusetts Quality Municipal Income Fund | $349,440 | | 0.0% | 32,000 | 0.1% | Finance |
VNQ Vanguard Real Estate ETF | $344,536 | $109,138 ▲ | 46.4% | 3,984 | 0.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $339,189 | $60,785 ▲ | 21.8% | 4,213 | 0.1% | ETF |
PGR Progressive | $334,842 | | 0.0% | 1,619 | 0.1% | Finance |
GS The Goldman Sachs Group | $330,810 | $330,810 ▲ | New Holding | 792 | 0.1% | Finance |
FBT First Trust NYSE Arca Biotechnology Index Fund | $328,299 | $90,417 ▲ | 38.0% | 2,135 | 0.1% | ETF |
OKE ONEOK | $316,752 | $316,752 ▲ | New Holding | 3,951 | 0.1% | Oils/Energy |
MPLX Mplx | $312,656 | $312,656 ▲ | New Holding | 7,523 | 0.1% | Oils/Energy |
GLD SPDR Gold Shares | $308,580 | | 0.0% | 1,500 | 0.1% | Finance |
MCO Moody's | $299,882 | | 0.0% | 763 | 0.1% | Finance |
NIO NIO | $298,408 | $77,094 ▲ | 34.8% | 66,313 | 0.1% | Auto/Tires/Trucks |
ACN Accenture | $289,073 | $289,073 ▲ | New Holding | 834 | 0.1% | Business Services |
PAA Plains All American Pipeline | $283,155 | $283,155 ▲ | New Holding | 16,125 | 0.1% | Oils/Energy |
DKNG DraftKings | $280,180 | $2,271 ▲ | 0.8% | 6,170 | 0.1% | Consumer Discretionary |
SPGI S&P Global | $279,095 | $1,276 ▲ | 0.5% | 656 | 0.1% | Business Services |
DWX SPDR S&P International Dividend ETF | $268,968 | $23,129 ▲ | 9.4% | 7,652 | 0.1% | ETF |
HESM Hess Midstream | $267,001 | $267,001 ▲ | New Holding | 7,390 | 0.1% | Oils/Energy |
ES Eversource Energy | $264,124 | $264,124 ▲ | New Holding | 4,419 | 0.1% | Utilities |
IVV iShares Core S&P 500 ETF | $256,556 | $256,556 ▲ | New Holding | 488 | 0.1% | ETF |
ADP Automatic Data Processing | $254,735 | $11,738 ▲ | 4.8% | 1,020 | 0.1% | Business Services |
MMC Marsh & McLennan Companies | $251,708 | $251,708 ▲ | New Holding | 1,222 | 0.1% | Finance |
CIBR First Trust Nasdaq Cybersecurity ETF | $240,278 | $28,477 ▲ | 13.4% | 4,261 | 0.0% | Manufacturing |
C Citigroup | $237,087 | $237,087 ▲ | New Holding | 3,749 | 0.0% | Finance |
INTC Intel | $236,486 | $25,089 ▲ | 11.9% | 5,354 | 0.0% | Computer and Technology |
BMEZ BlackRock Health Sciences Term Trust | $236,295 | $36,173 ▲ | 18.1% | 14,417 | 0.0% | -- |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $211,685 | $211,685 ▲ | New Holding | 1,847 | 0.0% | ETF |
SQ Block | $205,783 | $205,783 ▲ | New Holding | 2,433 | 0.0% | Business Services |
BSTZ BlackRock Science and Technology Term Trust | $205,291 | $205,291 ▲ | New Holding | 10,582 | 0.0% | Financial Services |
VTV Vanguard Value ETF | $200,806 | $200,806 ▲ | New Holding | 1,233 | 0.0% | ETF |
MFIC MidCap Financial Investment | $186,180 | $186,180 ▲ | New Holding | 12,379 | 0.0% | Finance |
HBAN Huntington Bancshares | $163,940 | $163,940 ▲ | New Holding | 11,752 | 0.0% | Finance |
ABEV Ambev | $32,778 | $675 ▲ | 2.1% | 13,217 | 0.0% | Consumer Staples |
SBAC SBA Communications | $0 | $489,875 ▼ | -100.0% | 0 | 0.0% | Finance |
CP Canadian Pacific Kansas City | $0 | $408,345 ▼ | -100.0% | 0 | 0.0% | Transportation |
CHTR Charter Communications | $0 | $402,672 ▼ | -100.0% | 0 | 0.0% | Communication Services |
DAL Delta Air Lines | $0 | $318,099 ▼ | -100.0% | 0 | 0.0% | Transportation |
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF | $0 | $207,582 ▼ | -100.0% | 0 | 0.0% | ETF |
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF | $0 | $206,481 ▼ | -100.0% | 0 | 0.0% | ETF |
