BRO Brown & Brown | $25,091,480 | $2,488,000 ▼ | -9.0% | 201,700 | 5.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $23,835,529 | $50,925 ▲ | 0.2% | 139,479 | 4.8% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $23,246,104 | $81,708 ▼ | -0.4% | 234,999 | 4.7% | Finance |
IWF iShares Russell 1000 Growth ETF | $19,019,366 | $113,382 ▲ | 0.6% | 52,672 | 3.9% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $18,278,894 | $444,417 ▼ | -2.4% | 195,162 | 3.7% | ETF |
QQQ Invesco QQQ | $17,960,595 | $493,773 ▲ | 2.8% | 38,302 | 3.6% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $16,917,462 | $573,182 ▼ | -3.3% | 334,139 | 3.4% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $15,963,119 | $290,392 ▼ | -1.8% | 304,814 | 3.2% | Manufacturing |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $13,500,660 | $348,995 ▲ | 2.7% | 257,058 | 2.7% | Manufacturing |
PG Procter & Gamble | $12,708,726 | $2,712,915 ▼ | -17.6% | 74,573 | 2.6% | Consumer Staples |
IEFA iShares Core MSCI EAFE ETF | $10,968,906 | $31,622 ▲ | 0.3% | 144,995 | 2.2% | ETF |
IQLT iShares MSCI Intl Quality Factor ETF | $10,389,615 | $148,917 ▼ | -1.4% | 261,769 | 2.1% | ETF |
IVV iShares Core S&P 500 ETF | $10,267,848 | $2,426,905 ▲ | 31.0% | 18,273 | 2.1% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $10,203,801 | $1,737,075 ▲ | 20.5% | 221,437 | 2.1% | Manufacturing |
IEF iShares 7-10 Year Treasury Bond ETF | $9,884,451 | $352,870 ▲ | 3.7% | 103,643 | 2.0% | ETF |
VYM Vanguard High Dividend Yield ETF | $9,838,848 | $154,881 ▼ | -1.5% | 76,294 | 2.0% | ETF |
AVUS Avantis U.S. Equity ETF | $8,932,785 | $248,041 ▲ | 2.9% | 96,696 | 1.8% | ETF |
SPY SPDR S&P 500 ETF Trust | $8,498,451 | $656,739 ▲ | 8.4% | 15,192 | 1.7% | Finance |
IWB iShares Russell 1000 ETF | $8,474,894 | $156,744 ▼ | -1.8% | 27,629 | 1.7% | ETF |
IWR iShares Russell Mid-Cap ETF | $7,291,896 | $225,352 ▼ | -3.0% | 85,716 | 1.5% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $7,022,097 | $1,148,211 ▼ | -14.1% | 165,148 | 1.4% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $6,700,399 | $153,366 ▼ | -2.2% | 54,917 | 1.4% | ETF |
IWM iShares Russell 2000 ETF | $5,963,492 | $332,546 ▼ | -5.3% | 29,894 | 1.2% | Finance |
HDV iShares Core High Dividend ETF | $5,274,787 | $275,064 ▲ | 5.5% | 43,550 | 1.1% | ETF |
AAPL Apple | $4,364,209 | $79,079 ▼ | -1.8% | 19,647 | 0.9% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $4,195,466 | $78,371 ▼ | -1.8% | 57,120 | 0.9% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $4,177,195 | $406,005 ▲ | 10.8% | 9,949 | 0.8% | Finance |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $4,172,544 | $334,781 ▼ | -7.4% | 51,736 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,169,105 | $8,986 ▲ | 0.2% | 71,450 | 0.8% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $4,125,445 | $65,768 ▼ | -1.6% | 72,199 | 0.8% | ETF |
BINC iShares Flexible Income Active ETF | $3,856,216 | $3,229,018 ▲ | 514.8% | 73,620 | 0.8% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $3,723,043 | $360,574 ▲ | 10.7% | 40,341 | 0.8% | Manufacturing |
ISTB iShares Core 1-5 Year USD Bond ETF | $3,682,443 | $34,087 ▼ | -0.9% | 76,162 | 0.7% | Manufacturing |
VB Vanguard Small-Cap ETF | $3,504,587 | $279,187 ▼ | -7.4% | 15,804 | 0.7% | ETF |
JMUB JPMorgan Municipal ETF | $3,453,450 | $656,200 ▲ | 23.5% | 69,069 | 0.7% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $3,411,261 | $695,080 ▲ | 25.6% | 56,694 | 0.7% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $3,366,305 | $521,565 ▲ | 18.3% | 48,865 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,302,908 | $20,809 ▼ | -0.6% | 31,586 | 0.7% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $3,217,776 | $32,433 ▼ | -1.0% | 53,773 | 0.7% | Manufacturing |
ILTB iShares Core 10+ Year USD Bond ETF | $3,208,850 | $359,400 ▼ | -10.1% | 64,177 | 0.7% | ETF |
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | $3,203,403 | $594,771 ▼ | -15.7% | 103,771 | 0.6% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $2,870,616 | $211,351 ▲ | 7.9% | 61,025 | 0.6% | ETF |
VUG Vanguard Growth ETF | $2,811,676 | $962,319 ▲ | 52.0% | 7,582 | 0.6% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $2,780,333 | $781,209 ▲ | 39.1% | 42,637 | 0.6% | ETF |
ICOW Pacer Developed Markets International Cash Cows 100 ETF | $2,615,595 | $124,854 ▲ | 5.0% | 83,273 | 0.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,569,737 | $574,097 ▲ | 28.8% | 32,828 | 0.5% | ETF |
MSFT Microsoft | $2,549,220 | $6,381 ▲ | 0.3% | 6,791 | 0.5% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $2,272,218 | $78,933 ▼ | -3.4% | 50,204 | 0.5% | ETF |
DVY iShares Select Dividend ETF | $2,129,762 | $276,645 ▲ | 14.9% | 15,859 | 0.4% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $2,096,673 | $157,981 ▲ | 8.1% | 40,492 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $1,848,618 | $78,058 ▼ | -4.1% | 31,498 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,836,256 | $147,904 ▲ | 8.8% | 22,459 | 0.4% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,836,018 | $129,917 ▼ | -6.6% | 26,300 | 0.4% | Manufacturing |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,807,339 | $379,055 ▼ | -17.3% | 53,950 | 0.4% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $1,768,365 | $70,202 ▼ | -3.8% | 32,293 | 0.4% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $1,765,005 | $9,604 ▼ | -0.5% | 3,308 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,755,696 | $336,448 ▲ | 23.7% | 28,419 | 0.4% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $1,710,464 | $8,683 ▼ | -0.5% | 21,668 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,675,134 | $52,902 ▼ | -3.1% | 10,101 | 0.3% | Medical |
NVDA NVIDIA | $1,646,935 | $101,226 ▲ | 6.5% | 15,196 | 0.3% | Computer and Technology |
MOAT VanEck Morningstar Wide Moat ETF | $1,588,224 | $1,056 ▲ | 0.1% | 18,048 | 0.3% | ETF |
DIHP Dimensional International High Profitability ETF | $1,399,740 | $146,122 ▲ | 11.7% | 51,958 | 0.3% | ETF |
CALF Pacer US Small Cap Cash Cows ETF | $1,396,531 | $672,484 ▼ | -32.5% | 37,241 | 0.3% | ETF |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $1,364,340 | $711 ▲ | 0.1% | 59,474 | 0.3% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $1,327,135 | $75,884 ▼ | -5.4% | 47,465 | 0.3% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $1,305,013 | | 0.0% | 12,772 | 0.3% | ETF |
J P MORGAN EXCHANGE TRADED F
| $1,278,167 | $603,663 ▲ | 89.5% | 21,417 | 0.3% | HEDGED EQUITY LA |
JMST JPMorgan Ultra-Short Municipal ETF | $1,257,521 | $186,264 ▲ | 17.4% | 24,730 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,212,887 | $7,760 ▼ | -0.6% | 6,252 | 0.2% | ETF |
AOA iShares Core 80/20 Aggressive Allocation ETF | $1,201,208 | $24,633 ▲ | 2.1% | 15,702 | 0.2% | ETF |
JPM JPMorgan Chase & Co. | $1,144,075 | $13,001 ▲ | 1.1% | 4,664 | 0.2% | Finance |
MRK Merck & Co., Inc. | $1,120,777 | $90 ▲ | 0.0% | 12,486 | 0.2% | Medical |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $1,115,029 | $82,361 ▼ | -6.9% | 14,134 | 0.2% | ETF |
NEE NextEra Energy | $1,114,627 | $61,746 ▼ | -5.2% | 15,723 | 0.2% | Utilities |
FMB First Trust Managed Municipal ETF | $1,105,658 | $18,606 ▼ | -1.7% | 21,928 | 0.2% | Manufacturing |
HYDB iShares High Yield Bond Factor ETF | $1,091,735 | $265,352 ▼ | -19.6% | 23,184 | 0.2% | ETF |
AVGO Broadcom | $1,083,830 | $105,486 ▼ | -8.9% | 6,473 | 0.2% | Computer and Technology |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $1,067,775 | $723,886 ▼ | -40.4% | 45,690 | 0.2% | Manufacturing |
AMZN Amazon.com | $1,042,815 | $70,396 ▲ | 7.2% | 5,481 | 0.2% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $977,370 | $3,621 ▼ | -0.4% | 3,779 | 0.2% | ETF |
SSB SouthState | $973,032 | $155,752 ▲ | 19.1% | 10,483 | 0.2% | Finance |
VTI Vanguard Total Stock Market ETF | $963,583 | $50,570 ▼ | -5.0% | 3,506 | 0.2% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $909,587 | $45,557 ▼ | -4.8% | 5,251 | 0.2% | ETF |
PM Philip Morris International | $905,534 | $1,905 ▲ | 0.2% | 5,705 | 0.2% | Consumer Staples |
IEI iShares 3-7 Year Treasury Bond ETF | $903,981 | $10,869 ▼ | -1.2% | 7,652 | 0.2% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $885,384 | $36,267 ▼ | -3.9% | 36,571 | 0.2% | ETF |
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF | $879,604 | $259,572 ▼ | -22.8% | 17,411 | 0.2% | ETF |
MEAR iShares Short Maturity Municipal Bond Active ETF | $865,384 | $419,604 ▲ | 94.1% | 17,225 | 0.2% | ETF |
DEM WisdomTree Emerging Markets High Dividend Fund | $864,912 | $2,735 ▼ | -0.3% | 20,554 | 0.2% | Finance |
IBHF iShares iBonds 2026 Term High Yield and Income ETF | $851,675 | $97,732 ▼ | -10.3% | 36,679 | 0.2% | ETF |
ADP Automatic Data Processing | $847,575 | $306 ▲ | 0.0% | 2,774 | 0.2% | Business Services |
OEF iShares S&P 100 ETF | $808,157 | $489,661 ▲ | 153.7% | 2,984 | 0.2% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $800,298 | $132,063 ▼ | -14.2% | 31,821 | 0.2% | ETF |
UNH UnitedHealth Group | $780,388 | $101,608 ▼ | -11.5% | 1,490 | 0.2% | Medical |
TPYP Tortoise North American Pipeline Fund | $779,457 | $582 ▲ | 0.1% | 21,431 | 0.2% | ETF |
ABBV AbbVie | $772,017 | $21,369 ▲ | 2.8% | 3,685 | 0.2% | Medical |
AOM iShares Core 40/60 Moderate Allocation ETF | $768,009 | $9,303 ▼ | -1.2% | 17,502 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $765,632 | $15,299 ▲ | 2.0% | 15,063 | 0.2% | ETF |
VEU Vanguard FTSE All-World ex-US ETF | $759,537 | $13,709 ▼ | -1.8% | 12,521 | 0.2% | ETF |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $746,040 | $217,205 ▼ | -22.5% | 29,652 | 0.2% | ETF |
