MSFT Microsoft | $16,186,193 | $47,962 ▼ | -0.3% | 38,473 | 6.3% | Computer and Technology |
BX Blackstone | $9,498,292 | $93,404 ▲ | 1.0% | 72,302 | 3.7% | Finance |
AAPL Apple | $7,546,274 | $615,438 ▲ | 8.9% | 44,007 | 2.9% | Computer and Technology |
BXSL Blackstone Secured Lending Fund | $6,658,038 | $3,406,692 ▼ | -33.8% | 213,741 | 2.6% | Finance |
GBDC Golub Capital BDC | $5,710,088 | $67,119 ▲ | 1.2% | 343,361 | 2.2% | Finance |
HCA HCA Healthcare | $5,470,972 | | 0.0% | 16,403 | 2.1% | Medical |
AMZN Amazon.com | $5,427,093 | $1,182,752 ▲ | 27.9% | 30,087 | 2.1% | Retail/Wholesale |
COST Costco Wholesale | $5,383,588 | $161,918 ▲ | 3.1% | 7,348 | 2.1% | Retail/Wholesale |
MOAT VanEck Morningstar Wide Moat ETF | $5,249,898 | $55,378 ▲ | 1.1% | 58,397 | 2.0% | ETF |
OWL Blue Owl Capital | $4,821,925 | $27,555 ▲ | 0.6% | 255,669 | 1.9% | Finance |
UNH UnitedHealth Group | $4,668,647 | $4,947 ▼ | -0.1% | 9,437 | 1.8% | Medical |
MA Mastercard | $4,461,455 | $40,454 ▼ | -0.9% | 9,264 | 1.7% | Business Services |
IQV IQVIA | $4,219,470 | $14,415 ▲ | 0.3% | 16,685 | 1.6% | Medical |
DGRO iShares Core Dividend Growth ETF | $4,127,047 | $1,335 ▼ | 0.0% | 71,082 | 1.6% | ETF |
JPM JPMorgan Chase & Co. | $3,642,424 | $82,122 ▼ | -2.2% | 18,185 | 1.4% | Finance |
NVDA NVIDIA | $3,630,501 | $199,687 ▼ | -5.2% | 4,018 | 1.4% | Computer and Technology |
NMFC New Mountain Finance | $3,589,667 | $2,318,485 ▲ | 182.4% | 283,320 | 1.4% | Finance |
GOOGL Alphabet | $3,289,519 | $22,941 ▲ | 0.7% | 21,795 | 1.3% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $3,055,666 | $27,339 ▼ | -0.9% | 5,812 | 1.2% | ETF |
NKE NIKE | $2,948,586 | $335,692 ▲ | 12.8% | 31,375 | 1.1% | Consumer Discretionary |
VIG Vanguard Dividend Appreciation ETF | $2,872,743 | $21,365 ▲ | 0.7% | 15,732 | 1.1% | ETF |
VOO Vanguard S&P 500 ETF | $2,640,578 | $107,681 ▼ | -3.9% | 5,493 | 1.0% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $2,624,756 | $58,095 ▼ | -2.2% | 15,497 | 1.0% | ETF |
OBDC Blue Owl Capital | $2,537,146 | $74,116 ▲ | 3.0% | 164,964 | 1.0% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $2,463,714 | $63,535 ▲ | 2.6% | 26,291 | 1.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,453,465 | $3,979 ▲ | 0.2% | 22,199 | 0.9% | ETF |
BRK.B Berkshire Hathaway | $2,208,571 | $11,354 ▲ | 0.5% | 5,252 | 0.9% | Finance |
V Visa | $2,178,498 | $10,047 ▲ | 0.5% | 7,806 | 0.8% | Business Services |
GOOG Alphabet | $2,151,738 | $29,995 ▲ | 1.4% | 14,132 | 0.8% | Computer and Technology |
BIP Brookfield Infrastructure Partners | $2,133,549 | $34,113 ▲ | 1.6% | 68,361 | 0.8% | Finance |
MPC Marathon Petroleum | $1,922,656 | $216,808 ▲ | 12.7% | 9,542 | 0.7% | Oils/Energy |
VBR Vanguard Small-Cap Value ETF | $1,899,340 | $13,815 ▲ | 0.7% | 9,899 | 0.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,880,863 | $1,514,725 ▲ | 413.7% | 30,966 | 0.7% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,857,057 | $7,495 ▼ | -0.4% | 16,106 | 0.7% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $1,838,493 | $5,424 ▲ | 0.3% | 11,186 | 0.7% | ETF |
IVE iShares S&P 500 Value ETF | $1,806,977 | $33,625 ▲ | 1.9% | 9,673 | 0.7% | ETF |
SGRY Surgery Partners | $1,721,191 | | 0.0% | 57,700 | 0.7% | Medical |
IWF iShares Russell 1000 Growth ETF | $1,651,620 | $8,427 ▼ | -0.5% | 4,900 | 0.6% | ETF |
GS The Goldman Sachs Group | $1,647,369 | $555,945 ▲ | 50.9% | 3,944 | 0.6% | Finance |
JNJ Johnson & Johnson | $1,642,543 | $791 ▲ | 0.0% | 10,383 | 0.6% | Medical |
TJX TJX Companies | $1,641,280 | $114,402 ▼ | -6.5% | 16,183 | 0.6% | Retail/Wholesale |
QQQ Invesco QQQ | $1,607,259 | $93,683 ▼ | -5.5% | 3,620 | 0.6% | Finance |
KO Coca-Cola | $1,540,425 | $79,288 ▼ | -4.9% | 25,179 | 0.6% | Consumer Staples |
SPLV Invesco S&P 500 Low Volatility ETF | $1,528,065 | $39,983 ▼ | -2.5% | 23,198 | 0.6% | ETF |
NMRK Newmark Group | $1,506,221 | $7,807 ▼ | -0.5% | 135,818 | 0.6% | Finance |
ETN Eaton | $1,459,590 | $95,993 ▼ | -6.2% | 4,668 | 0.6% | Industrial Products |
ZTS Zoetis | $1,449,647 | $22,167 ▼ | -1.5% | 8,567 | 0.6% | Medical |
BGB Blackstone Strategic Credit 2027 Term Fund | $1,416,786 | $220,923 ▲ | 18.5% | 119,058 | 0.5% | Financial Services |
IWM iShares Russell 2000 ETF | $1,408,156 | $554,977 ▲ | 65.0% | 6,696 | 0.5% | Finance |
BSL Blackstone Senior Floating Rate 2027 Term Fund | $1,326,704 | $164,652 ▲ | 14.2% | 92,582 | 0.5% | Financial Services |
SCHW Charles Schwab | $1,325,939 | $84,277 ▼ | -6.0% | 18,329 | 0.5% | Finance |
AMT American Tower | $1,315,357 | $902,591 ▲ | 218.7% | 6,657 | 0.5% | Finance |
USMV iShares MSCI USA Min Vol Factor ETF | $1,279,074 | $2,006 ▼ | -0.2% | 15,304 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,237,780 | $3,495,708 ▼ | -73.9% | 2,366 | 0.5% | Finance |
UNP Union Pacific | $1,200,138 | $5,410 ▼ | -0.4% | 4,880 | 0.5% | Transportation |
ABBV AbbVie | $1,191,116 | $2,003 ▼ | -0.2% | 6,541 | 0.5% | Medical |
XLF Financial Select Sector SPDR Fund | $1,185,293 | $253 ▲ | 0.0% | 28,141 | 0.5% | ETF |
IWO iShares Russell 2000 Growth ETF | $1,177,244 | $45,768 ▲ | 4.0% | 4,347 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,162,979 | $29,051 ▲ | 2.6% | 22,538 | 0.4% | ETF |
TMO Thermo Fisher Scientific | $1,162,420 | $5,231 ▼ | -0.4% | 2,000 | 0.4% | Medical |
IBM International Business Machines | $1,160,082 | $826,093 ▲ | 247.3% | 6,075 | 0.4% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $1,155,331 | $24,770 ▲ | 2.2% | 4,431 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $1,148,001 | $35,432 ▲ | 3.2% | 5,022 | 0.4% | ETF |
VV Vanguard Large-Cap ETF | $1,139,291 | $240 ▲ | 0.0% | 4,752 | 0.4% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,129,104 | $2,888 ▲ | 0.3% | 15,641 | 0.4% | Finance |
IWD iShares Russell 1000 Value ETF | $1,125,343 | $24,538 ▲ | 2.2% | 6,283 | 0.4% | ETF |
VPU Vanguard Utilities ETF | $1,065,847 | $8,698 ▲ | 0.8% | 7,475 | 0.4% | ETF |
ADP Automatic Data Processing | $1,049,907 | $37,211 ▼ | -3.4% | 4,204 | 0.4% | Business Services |
UBSI United Bankshares | $1,044,531 | | 0.0% | 29,185 | 0.4% | Finance |
STZ Constellation Brands | $1,034,319 | $183,166 ▲ | 21.5% | 3,806 | 0.4% | Consumer Staples |
NEE NextEra Energy | $1,020,638 | $201,188 ▼ | -16.5% | 15,970 | 0.4% | Utilities |
DFAC Dimensional U.S. Core Equity 2 ETF | $1,018,726 | $19,937 ▲ | 2.0% | 31,885 | 0.4% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $1,017,286 | | 0.0% | 20,049 | 0.4% | ETF |
CDW CDW | $1,006,239 | $270,360 ▼ | -21.2% | 3,934 | 0.4% | Computer and Technology |
PEP PepsiCo | $995,982 | $6,825 ▼ | -0.7% | 5,691 | 0.4% | Consumer Staples |
SPGI S&P Global | $980,662 | $3,404 ▲ | 0.3% | 2,305 | 0.4% | Business Services |
JEPI JPMorgan Equity Premium Income ETF | $970,946 | $32,749 ▼ | -3.3% | 16,781 | 0.4% | ETF |
PGR Progressive | $962,954 | $602,674 ▼ | -38.5% | 4,656 | 0.4% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $925,687 | $6,141 ▼ | -0.7% | 7,386 | 0.4% | ETF |
OKE ONEOK | $907,723 | $9,941 ▼ | -1.1% | 11,322 | 0.4% | Oils/Energy |
CRM Salesforce | $895,709 | $9,638 ▲ | 1.1% | 2,974 | 0.3% | Computer and Technology |
COOPER COS INC
| $851,757 | $851,757 ▲ | New Holding | 8,395 | 0.3% | COM |
CHENIERE ENERGY INC
| $851,397 | $160,635 ▲ | 23.3% | 5,279 | 0.3% | COM NEW |
HD Home Depot | $845,044 | $18,029 ▲ | 2.2% | 2,203 | 0.3% | Retail/Wholesale |
BLK BlackRock | $836,550 | $1,679,772 ▼ | -66.8% | 1,003 | 0.3% | Finance |
RDVY First Trust NASDAQ Rising Dividend Achievers | $828,620 | $28,534 ▲ | 3.6% | 14,752 | 0.3% | Manufacturing |
AVGO Broadcom | $827,056 | $141,819 ▼ | -14.6% | 624 | 0.3% | Computer and Technology |
APH Amphenol | $823,830 | $161,375 ▼ | -16.4% | 7,142 | 0.3% | Computer and Technology |
PANW Palo Alto Networks | $823,693 | $7,103 ▲ | 0.9% | 2,899 | 0.3% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $822,458 | | 0.0% | 3,949 | 0.3% | ETF |
SCI Service Co. International | $790,485 | | 0.0% | 10,652 | 0.3% | Consumer Staples |
WCN Waste Connections | $771,637 | | 0.0% | 4,486 | 0.3% | Business Services |
VRSK Verisk Analytics | $768,244 | $14,380 ▲ | 1.9% | 3,259 | 0.3% | Business Services |
AMJ JPMorgan Alerian MLP Index ETN | $760,113 | | 0.0% | 26,680 | 0.3% | Finance |
IDEV iShares Core MSCI International Developed Markets ETF | $755,221 | $11,211 ▲ | 1.5% | 11,250 | 0.3% | ETF |
DFAI Dimensional International Core Equity Market ETF | $754,193 | $44,302 ▲ | 6.2% | 24,957 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $749,468 | $250 ▲ | 0.0% | 3,000 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $743,546 | $100,124 ▲ | 15.6% | 10,018 | 0.3% | ETF |
HON Honeywell International | $737,053 | $1,642 ▼ | -0.2% | 3,591 | 0.3% | Multi-Sector Conglomerates |
AVLV Avantis U.S. Large Cap Value ETF | $735,890 | $84,886 ▲ | 13.0% | 11,452 | 0.3% | ETF |
VDE Vanguard Energy ETF | $728,301 | | 0.0% | 5,530 | 0.3% | ETF |
MRK Merck & Co., Inc. | $706,064 | $5,014 ▲ | 0.7% | 5,351 | 0.3% | Medical |
FE FirstEnergy | $699,639 | $699,639 ▲ | New Holding | 18,116 | 0.3% | Utilities |
LRGF iShares U.S. Equity Factor ETF | $691,082 | | 0.0% | 12,843 | 0.3% | ETF |
LLY Eli Lilly and Company | $672,157 | $6,224 ▲ | 0.9% | 864 | 0.3% | Medical |
BAC Bank of America | $671,809 | $36,290 ▼ | -5.1% | 17,716 | 0.3% | Finance |
RJF Raymond James | $666,500 | | 0.0% | 5,190 | 0.3% | Finance |
VLUE iShares MSCI USA Value Factor ETF | $652,720 | $7,366 ▼ | -1.1% | 6,026 | 0.3% | ETF |
BIPC Brookfield Infrastructure | $646,341 | | 0.0% | 17,934 | 0.2% | Utilities |
XLU Utilities Select Sector SPDR Fund | $642,304 | $2,954 ▼ | -0.5% | 9,784 | 0.2% | ETF |
CSX CSX | $639,235 | $195,841 ▲ | 44.2% | 17,244 | 0.2% | Transportation |
IYH iShares U.S. Healthcare ETF | $631,380 | $500,833 ▲ | 383.6% | 10,200 | 0.2% | ETF |
TMUS T-Mobile US | $624,480 | | 0.0% | 3,826 | 0.2% | Computer and Technology |
EPD Enterprise Products Partners | $621,405 | $16,895 ▲ | 2.8% | 21,296 | 0.2% | Oils/Energy |
ADBE Adobe | $598,960 | $141,793 ▲ | 31.0% | 1,187 | 0.2% | Computer and Technology |
CP Canadian Pacific Kansas City | $585,361 | | 0.0% | 6,639 | 0.2% | Transportation |
VLO Valero Energy | $575,225 | $4,609 ▲ | 0.8% | 3,370 | 0.2% | Oils/Energy |
IWB iShares Russell 1000 ETF | $566,018 | $864 ▲ | 0.2% | 1,965 | 0.2% | ETF |
ACN Accenture | $556,656 | $310,216 ▲ | 125.9% | 1,606 | 0.2% | Business Services |
IT Gartner | $554,367 | $182,565 ▲ | 49.1% | 1,163 | 0.2% | Business Services |
SRCL Stericycle | $549,655 | $294,345 ▲ | 115.3% | 10,420 | 0.2% | Business Services |
SCZ iShares MSCI EAFE Small-Cap ETF | $543,878 | | 0.0% | 8,588 | 0.2% | ETF |
SCHD Schwab US Dividend Equity ETF | $531,219 | $6,531 ▲ | 1.2% | 6,588 | 0.2% | ETF |
CVX Chevron | $519,530 | $4,101 ▲ | 0.8% | 3,294 | 0.2% | Oils/Energy |
APTV Aptiv | $519,238 | $519,238 ▲ | New Holding | 6,519 | 0.2% | Business Services |
TDG TransDigm Group | $514,809 | $3,695 ▲ | 0.7% | 418 | 0.2% | Aerospace |
IWR iShares Russell Mid-Cap ETF | $510,975 | $25,225 ▲ | 5.2% | 6,077 | 0.2% | ETF |
DHS WisdomTree U.S. High Dividend Fund | $508,868 | | 0.0% | 5,872 | 0.2% | Finance |
DFAE Dimensional Emerging Core Equity Market ETF | $505,404 | $39,256 ▲ | 8.4% | 20,445 | 0.2% | ETF |
QCOM QUALCOMM | $504,853 | $847 ▲ | 0.2% | 2,982 | 0.2% | Computer and Technology |
NFLX Netflix | $504,084 | $10,932 ▲ | 2.2% | 830 | 0.2% | Consumer Discretionary |
COWZ Pacer US Cash Cows 100 ETF | $491,043 | $42,131 ▲ | 9.4% | 8,450 | 0.2% | ETF |
BGC General Cable | $457,568 | | 0.0% | 58,889 | 0.2% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $451,546 | $23,922 ▼ | -5.0% | 4,870 | 0.2% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $446,535 | $93,708 ▼ | -17.3% | 4,403 | 0.2% | ETF |
CVS CVS Health | $445,619 | $29,910 ▼ | -6.3% | 5,587 | 0.2% | Retail/Wholesale |
SCHA Schwab US Small-Cap ETF | $441,486 | | 0.0% | 8,966 | 0.2% | ETF |
EFV iShares MSCI EAFE Value ETF | $434,874 | $15,885 ▲ | 3.8% | 7,994 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $433,952 | $9,879 ▼ | -2.2% | 6,589 | 0.2% | ETF |
DFIV Dimensional International Value ETF | $432,261 | $26,754 ▲ | 6.6% | 11,762 | 0.2% | ETF |
ALC Alcon | $432,192 | $1,916 ▲ | 0.4% | 5,189 | 0.2% | Medical |
CSCO Cisco Systems | $416,141 | $7,936 ▼ | -1.9% | 8,338 | 0.2% | Computer and Technology |
EFG iShares MSCI EAFE Growth ETF | $409,452 | | 0.0% | 3,945 | 0.2% | ETF |
DFAU Dimensional US Core Equity Market ETF | $407,543 | $5,408 ▼ | -1.3% | 11,153 | 0.2% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $398,015 | | 0.0% | 2,554 | 0.2% | ETF |
CTAS Cintas | $395,729 | $37,787 ▼ | -8.7% | 576 | 0.2% | Industrial Products |
PG Procter & Gamble | $390,536 | $2,434 ▼ | -0.6% | 2,407 | 0.2% | Consumer Staples |
ILMN Illumina | $385,732 | $385,732 ▲ | New Holding | 2,809 | 0.1% | Medical |
DHR Danaher | $376,423 | $3,997 ▲ | 1.1% | 1,507 | 0.1% | Multi-Sector Conglomerates |
RTX RTX | $372,955 | $1,658 ▲ | 0.4% | 3,824 | 0.1% | Aerospace |
AVUS Avantis U.S. Equity ETF | $367,604 | $16,201 ▲ | 4.6% | 4,107 | 0.1% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $366,131 | $229 ▲ | 0.1% | 4,805 | 0.1% | Manufacturing |
BSX Boston Scientific | $362,449 | $4,726 ▼ | -1.3% | 5,292 | 0.1% | Medical |
DFEV Dimensional Emerging Markets Value ETF | $361,337 | $38,940 ▲ | 12.1% | 13,919 | 0.1% | ETF |
GTLS Chart Industries | $361,066 | $262,893 ▼ | -42.1% | 2,192 | 0.1% | Industrial Products |
INTU Intuit | $356,200 | $12,350 ▲ | 3.6% | 548 | 0.1% | Computer and Technology |
SMLF iShares U.S. Small Cap Equity Factor ETF | $351,414 | | 0.0% | 5,527 | 0.1% | ETF |
DFIS Dimensional International Small Cap ETF | $346,379 | $26,112 ▲ | 8.2% | 13,822 | 0.1% | ETF |
FICO Fair Isaac | $344,892 | $344,892 ▲ | New Holding | 276 | 0.1% | Computer and Technology |
SCHC Schwab International Small-Cap Equity ETF | $340,565 | | 0.0% | 9,513 | 0.1% | ETF |
SO Southern | $340,478 | $3,444 ▲ | 1.0% | 4,746 | 0.1% | Utilities |
VIGI Vanguard International Dividend Appreciation ETF | $334,844 | | 0.0% | 4,107 | 0.1% | ETF |
ET Energy Transfer | $331,935 | $5,773 ▲ | 1.8% | 21,102 | 0.1% | Oils/Energy |
DFIC Dimensional International Core Equity 2 ETF | $320,855 | $26,321 ▲ | 8.9% | 11,995 | 0.1% | ETF |
VONE Vanguard Russell 1000 | $319,349 | | 0.0% | 1,340 | 0.1% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $316,403 | $25,939 ▼ | -7.6% | 2,708 | 0.1% | ETF |
FDVV Fidelity High Dividend ETF | $312,322 | | 0.0% | 6,893 | 0.1% | ETF |
PSX Phillips 66 | $308,876 | $4,084 ▲ | 1.3% | 1,891 | 0.1% | Oils/Energy |
D Dominion Energy | $308,513 | $6,739 ▲ | 2.2% | 6,272 | 0.1% | Utilities |
ACWV iShares MSCI Global Min Vol Factor ETF | $308,020 | | 0.0% | 2,926 | 0.1% | ETF |
VTWO Vanguard Russell 2000 ETF | $307,152 | $85 ▲ | 0.0% | 3,611 | 0.1% | ETF |
NOA North American Construction Group | $302,051 | $6,082 ▲ | 2.1% | 13,557 | 0.1% | Construction |
SCHB Schwab US Broad Market ETF | $298,840 | $1,038 ▼ | -0.3% | 4,895 | 0.1% | ETF |
SMOT VanEck Morningstar SMID Moat ETF | $297,664 | $65,318 ▲ | 28.1% | 8,727 | 0.1% | ETF |
CG The Carlyle Group | $295,770 | $295,770 ▲ | New Holding | 6,305 | 0.1% | Finance |
NOW ServiceNow | $295,049 | $6,099 ▲ | 2.1% | 387 | 0.1% | Computer and Technology |
DLR Digital Realty Trust | $288,080 | | 0.0% | 2,000 | 0.1% | Finance |
SHEL Shell | $286,328 | $4,492 ▲ | 1.6% | 4,271 | 0.1% | Oils/Energy |
VONV Vanguard Russell 1000 Value | $284,284 | | 0.0% | 3,615 | 0.1% | ETF |
GD General Dynamics | $277,970 | $1,977 ▲ | 0.7% | 984 | 0.1% | Aerospace |
PLD Prologis | $275,806 | $5,990 ▲ | 2.2% | 2,118 | 0.1% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $274,785 | | 0.0% | 7,667 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $274,097 | | 0.0% | 5,471 | 0.1% | ETF |
PFE Pfizer | $273,150 | $111 ▲ | 0.0% | 9,843 | 0.1% | Medical |
WMT Walmart | $271,908 | $184,060 ▲ | 209.5% | 4,519 | 0.1% | Retail/Wholesale |
TSLA Tesla | $271,771 | $271,771 ▲ | New Holding | 1,546 | 0.1% | Auto/Tires/Trucks |
ACHC Acadia Healthcare | $268,952 | | 0.0% | 3,395 | 0.1% | Medical |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $268,300 | | 0.0% | 5,030 | 0.1% | ETF |
MDLZ Mondelez International | $265,650 | $1,330 ▲ | 0.5% | 3,795 | 0.1% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $258,613 | $27,291 ▲ | 11.8% | 995 | 0.1% | ETF |
DIHP Dimensional International High Profitability ETF | $257,573 | $26,455 ▲ | 11.4% | 9,561 | 0.1% | ETF |
INTC Intel | $256,641 | $24,251 ▼ | -8.6% | 5,810 | 0.1% | Computer and Technology |
XOM Exxon Mobil | $255,496 | $2,209 ▼ | -0.9% | 2,198 | 0.1% | Oils/Energy |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $253,789 | $11,607 ▲ | 4.8% | 4,679 | 0.1% | ETF |
PM Philip Morris International | $252,413 | $1,008 ▼ | -0.4% | 2,755 | 0.1% | Consumer Staples |
DFAT Dimensional U.S. Targeted Value ETF | $250,179 | $18,399 ▲ | 7.9% | 4,596 | 0.1% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $249,350 | | 0.0% | 2,877 | 0.1% | ETF |
LINDE PLC
| $240,518 | $7,429 ▲ | 3.2% | 518 | 0.1% | SHS |
XLV Health Care Select Sector SPDR Fund | $238,436 | | 0.0% | 1,614 | 0.1% | ETF |
MTUM iShares MSCI USA Momentum Factor ETF | $233,063 | $233,063 ▲ | New Holding | 1,244 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $232,575 | | 0.0% | 418 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $232,041 | $1,013 ▼ | -0.4% | 2,748 | 0.1% | ETF |
WMS Advanced Drainage Systems | $231,663 | $231,663 ▲ | New Holding | 1,345 | 0.1% | Construction |
AMD Advanced Micro Devices | $226,876 | $226,876 ▲ | New Holding | 1,257 | 0.1% | Computer and Technology |
VTV Vanguard Value ETF | $221,815 | $4,886 ▼ | -2.2% | 1,362 | 0.1% | ETF |
CMG Chipotle Mexican Grill | $220,915 | $220,915 ▲ | New Holding | 76 | 0.1% | Retail/Wholesale |
DFAS Dimensional U.S. Small Cap ETF | $201,363 | $201,363 ▲ | New Holding | 3,230 | 0.1% | ETF |
KYN Kayne Anderson Energy Infrastructure Fund | $160,166 | $2,452 ▲ | 1.6% | 16,001 | 0.1% | Financial Services |
ABT Abbott Laboratories | $0 | $2,704,388 ▼ | -100.0% | 0 | 0.0% | Medical |
CFR Cullen/Frost Bankers | $0 | $214,810 ▼ | -100.0% | 0 | 0.0% | Finance |
AWK American Water Works | $0 | $203,397 ▼ | -100.0% | 0 | 0.0% | Utilities |
IMACW IMAC | $0 | $105 ▼ | -100.0% | 0 | 0.0% | Medical |
