AAPL Apple | $78,520,847 | $5,172,331 ▼ | -6.2% | 405,574 | 8.2% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $38,466,463 | $38,085,495 ▼ | -49.8% | 44,326 | 4.0% | ETF |
BNL Broadstone Net Lease | $28,125,308 | $1,361,930 ▼ | -4.6% | 1,611,382 | 2.9% | Finance |
MSFT Microsoft | $26,859,789 | $3,003,911 ▼ | -10.1% | 74,421 | 2.8% | Computer and Technology |
AMZN Amazon.com | $26,132,920 | $1,081,948 ▼ | -4.0% | 178,036 | 2.7% | Retail/Wholesale |
GOOGL Alphabet | $21,685,057 | $461,228 ▼ | -2.1% | 159,995 | 2.3% | Computer and Technology |
GOOG Alphabet | $21,243,788 | $1,184,344 ▼ | -5.3% | 149,614 | 2.2% | Computer and Technology |
VUG Vanguard Growth ETF | $19,576,546 | $406,088 ▲ | 2.1% | 66,623 | 2.0% | ETF |
DHR Danaher | $17,944,659 | $359,838 ▼ | -2.0% | 79,790 | 1.9% | Multi-Sector Conglomerates |
JPM JPMorgan Chase & Co. | $15,825,668 | $598,938 ▼ | -3.6% | 96,972 | 1.7% | Finance |
V Visa | $15,248,464 | $159,693 ▼ | -1.0% | 61,875 | 1.6% | Business Services |
ACN Accenture | $14,512,583 | $175,992 ▼ | -1.2% | 42,880 | 1.5% | Business Services |
UPS United Parcel Service | $14,200,385 | $186,741 ▲ | 1.3% | 93,685 | 1.5% | Transportation |
MA Mastercard | $13,470,731 | $762,608 ▼ | -5.4% | 31,336 | 1.4% | Business Services |
JNJ Johnson & Johnson | $13,455,085 | $269,194 ▼ | -2.0% | 87,470 | 1.4% | Medical |
IYW iShares U.S. Technology ETF | $13,086,056 | $888,538 ▲ | 7.3% | 115,332 | 1.4% | Manufacturing |
XPO XPO | $11,992,648 | $850,841 ▼ | -6.6% | 136,285 | 1.3% | Transportation |
TMO Thermo Fisher Scientific | $11,717,515 | $694,097 ▼ | -5.6% | 21,541 | 1.2% | Medical |
BSV Vanguard Short-Term Bond ETF | $11,265,466 | $28,018,376 ▼ | -71.3% | 41,987 | 1.2% | ETF |
MRK Merck & Co., Inc. | $11,022,271 | $199,309 ▲ | 1.8% | 106,955 | 1.2% | Medical |
DOV Dover | $10,875,444 | $24,949 ▲ | 0.2% | 74,104 | 1.1% | Industrial Products |
MDLZ Mondelez International | $10,733,779 | $29,485 ▲ | 0.3% | 153,988 | 1.1% | Consumer Staples |
ISRG Intuitive Surgical | $10,346,494 | $794,512 ▼ | -7.1% | 31,332 | 1.1% | Medical |
PEP PepsiCo | $9,409,760 | $167,536 ▼ | -1.7% | 56,615 | 1.0% | Consumer Staples |
XLF Financial Select Sector SPDR Fund | $9,327,066 | $851,221 ▼ | -8.4% | 254,921 | 1.0% | ETF |
BA Boeing | $9,323,540 | $3,543,098 ▲ | 61.3% | 62,121 | 1.0% | Aerospace |
SBUX Starbucks | $8,356,269 | $750,006 ▼ | -8.2% | 86,392 | 0.9% | Retail/Wholesale |
BIV Vanguard Intermediate-Term Bond ETF | $8,153,420 | $7,543,052 ▼ | -48.1% | 55,490 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $8,031,233 | $1,948,344 ▲ | 32.0% | 23,298 | 0.8% | ETF |
HD Home Depot | $7,927,003 | $525,554 ▼ | -6.2% | 23,952 | 0.8% | Retail/Wholesale |
CB Chubb | $7,456,204 | $285,349 ▼ | -3.7% | 34,335 | 0.8% | Finance |
TJX TJX Companies | $7,406,300 | $118,279 ▼ | -1.6% | 85,410 | 0.8% | Retail/Wholesale |
WMT Walmart | $7,189,107 | $4,867,987 ▲ | 209.7% | 144,580 | 0.8% | Retail/Wholesale |
XLI Industrial Select Sector SPDR Fund | $6,938,343 | $417,171 ▲ | 6.4% | 64,748 | 0.7% | ETF |
EOG EOG Resources | $6,702,202 | $581,117 ▲ | 9.5% | 62,845 | 0.7% | Oils/Energy |
XLK Technology Select Sector SPDR Fund | $6,554,906 | $875,817 ▲ | 15.4% | 39,884 | 0.7% | ETF |
ZTS Zoetis | $6,503,518 | $225,178 ▼ | -3.3% | 33,936 | 0.7% | Medical |
ABT Abbott Laboratories | $6,500,502 | $699,766 ▼ | -9.7% | 58,682 | 0.7% | Medical |
BRK.B Berkshire Hathaway | $6,486,575 | $147,080 ▼ | -2.2% | 18,523 | 0.7% | Finance |
CVX Chevron | $6,467,260 | $79,420 ▼ | -1.2% | 46,823 | 0.7% | Oils/Energy |
WFC Wells Fargo & Company | $6,332,645 | $123,554 ▲ | 2.0% | 140,026 | 0.7% | Finance |
YUM Yum! Brands | $6,199,817 | $20,410 ▼ | -0.3% | 47,692 | 0.6% | Retail/Wholesale |
COF Capital One Financial | $6,149,723 | $354,403 ▼ | -5.4% | 49,246 | 0.6% | Finance |
GXO GXO Logistics | $6,116,917 | $628,205 ▼ | -9.3% | 95,385 | 0.6% | Transportation |
UNH UnitedHealth Group | $5,978,414 | $411,547 ▼ | -6.4% | 12,522 | 0.6% | Medical |
IWO iShares Russell 2000 Growth ETF | $5,839,650 | $173,417 ▼ | -2.9% | 22,932 | 0.6% | ETF |
LRCX Lam Research | $5,808,543 | $50,061 ▼ | -0.9% | 7,890 | 0.6% | Computer and Technology |
CL Colgate-Palmolive | $5,780,062 | $870,731 ▼ | -13.1% | 66,010 | 0.6% | Consumer Staples |
MAR Marriott International | $5,574,156 | $1,258,488 ▲ | 29.2% | 32,679 | 0.6% | Consumer Discretionary |
CME CME Group | $5,539,527 | $365,405 ▼ | -6.2% | 25,590 | 0.6% | Finance |
CSCO Cisco Systems | $5,526,452 | $334,198 ▲ | 6.4% | 122,006 | 0.6% | Computer and Technology |
PG Procter & Gamble | $5,414,819 | $352,767 ▼ | -6.1% | 37,238 | 0.6% | Consumer Staples |
IEFA iShares Core MSCI EAFE ETF | $5,414,355 | $1,113,804 ▲ | 25.9% | 97,004 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $5,229,299 | $1,367,909 ▼ | -20.7% | 43,179 | 0.5% | ETF |
VYM Vanguard High Dividend Yield ETF | $5,132,189 | $2,233 ▼ | 0.0% | 45,975 | 0.5% | ETF |
NVDA NVIDIA | $5,008,413 | $967,567 ▼ | -16.2% | 10,394 | 0.5% | Computer and Technology |
BLK BlackRock | $4,753,901 | $343,150 ▼ | -6.7% | 5,777 | 0.5% | Finance |
BIP Brookfield Infrastructure Partners | $4,694,246 | $167,140 ▲ | 3.7% | 161,549 | 0.5% | Finance |
COST Costco Wholesale | $4,642,570 | $722,488 ▼ | -13.5% | 7,319 | 0.5% | Retail/Wholesale |
HEFA iShares Currency Hedged MSCI EAFE ETF | $4,396,748 | $36,976 ▲ | 0.8% | 140,908 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,296,854 | $91,132 ▼ | -2.1% | 8,817 | 0.4% | Finance |
BMY Bristol-Myers Squibb | $4,237,102 | $1,926,212 ▼ | -31.3% | 64,557 | 0.4% | Medical |
BX Blackstone | $4,141,523 | $271,788 ▼ | -6.2% | 33,478 | 0.4% | Finance |
LMT Lockheed Martin | $3,954,057 | $100,033 ▼ | -2.5% | 8,617 | 0.4% | Aerospace |
AY Atlantica Sustainable Infrastructure | $3,875,139 | $204,091 ▲ | 5.6% | 196,709 | 0.4% | Oils/Energy |
ECL Ecolab | $3,845,792 | $72,644 ▼ | -1.9% | 19,535 | 0.4% | Basic Materials |
IJK iShares S&P Mid-Cap 400 Growth ETF | $3,670,421 | $152,618 ▲ | 4.3% | 50,841 | 0.4% | ETF |
KO Coca-Cola | $3,613,535 | $496,203 ▼ | -12.1% | 56,635 | 0.4% | Consumer Staples |
XLV Health Care Select Sector SPDR Fund | $3,595,795 | $1,310,984 ▲ | 57.4% | 42,607 | 0.4% | ETF |
RTX RTX | $3,499,289 | $99,296 ▼ | -2.8% | 41,655 | 0.4% | Aerospace |
VTV Vanguard Value ETF | $3,496,182 | $1,332,498 ▼ | -27.6% | 16,947 | 0.4% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,461,930 | $1,080,407 ▼ | -23.8% | 14,666 | 0.4% | ETF |
AES AES | $3,397,086 | $322,183 ▲ | 10.5% | 200,852 | 0.4% | Utilities |
CAT Caterpillar | $3,234,334 | $556,090 ▼ | -14.7% | 10,696 | 0.3% | Industrial Products |
ADI Analog Devices | $3,219,750 | $186,281 ▲ | 6.1% | 18,477 | 0.3% | Computer and Technology |
MCD McDonald's | $3,146,987 | $1,438,300 ▼ | -31.4% | 10,603 | 0.3% | Retail/Wholesale |
BAM Brookfield Asset Management | $3,038,378 | $12,473 ▲ | 0.4% | 78,194 | 0.3% | Finance |
XLY Consumer Discretionary Select Sector SPDR Fund | $2,990,240 | $149,346 ▲ | 5.3% | 18,881 | 0.3% | Finance |
BAC Bank of America | $2,947,411 | $257,698 ▼ | -8.0% | 84,557 | 0.3% | Finance |
XLC Communication Services Select Sector SPDR Fund | $2,921,659 | $179,881 ▲ | 6.6% | 44,942 | 0.3% | ETF |
JNK SPDR Bloomberg High Yield Bond ETF | $2,887,681 | $4,479,620 ▼ | -60.8% | 11,972 | 0.3% | Finance |
XLE Energy Select Sector SPDR Fund | $2,792,291 | $223,448 ▲ | 8.7% | 36,202 | 0.3% | ETF |
BALL Ball | $2,748,536 | $46,059 ▼ | -1.6% | 47,799 | 0.3% | Industrial Products |
SLB Schlumberger | $2,731,287 | $13,925 ▲ | 0.5% | 52,761 | 0.3% | Oils/Energy |
VOE Vanguard Mid-Cap Value ETF | $2,727,312 | $341,424 ▲ | 14.3% | 22,071 | 0.3% | ETF |
EPD Enterprise Products Partners | $2,680,586 | $237,905 ▲ | 9.7% | 111,638 | 0.3% | Oils/Energy |
LH Laboratory Co. of America | $2,632,018 | $2,495 ▲ | 0.1% | 11,603 | 0.3% | Medical |
PH Parker-Hannifin | $2,620,922 | $232,411 ▼ | -8.1% | 5,616 | 0.3% | Industrial Products |
TWI Titan International | $2,567,856 | | 0.0% | 172,571 | 0.3% | Industrial Products |
CHKP Check Point Software Technologies | $2,524,549 | $154,845 ▼ | -5.8% | 15,945 | 0.3% | Computer and Technology |
UNP Union Pacific | $2,505,324 | $117,073 ▼ | -4.5% | 10,550 | 0.3% | Transportation |
IJH iShares Core S&P Mid-Cap ETF | $2,472,178 | $1,695,298 ▲ | 218.2% | 43,055 | 0.3% | ETF |
VTI Vanguard Total Stock Market ETF | $2,457,836 | $54,576 ▼ | -2.2% | 17,969 | 0.3% | ETF |
AKAM Akamai Technologies | $2,349,248 | $49,394 ▼ | -2.1% | 20,499 | 0.2% | Computer and Technology |
PNC The PNC Financial Services Group | $2,343,500 | $64,517 ▼ | -2.7% | 15,038 | 0.2% | Finance |
LULU Lululemon Athletica | $2,300,805 | $66,503 ▲ | 3.0% | 4,809 | 0.2% | Consumer Discretionary |
BN Brookfield | $2,220,802 | $409,932 ▼ | -15.6% | 54,229 | 0.2% | Finance |
PFE Pfizer | $2,214,322 | $1,651,158 ▼ | -42.7% | 51,351 | 0.2% | Medical |
XLP Consumer Staples Select Sector SPDR Fund | $2,211,249 | $131,994 ▲ | 6.3% | 33,924 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $2,092,824 | $307,564 ▲ | 17.2% | 11,173 | 0.2% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,086,176 | $202,768 ▲ | 10.8% | 9,558 | 0.2% | ETF |
LLY Eli Lilly and Company | $2,069,086 | $76,734 ▲ | 3.9% | 3,802 | 0.2% | Medical |
QQQ Invesco QQQ | $2,054,743 | | 0.0% | 5,015 | 0.2% | Finance |
CSTL Castle Biosciences | $2,036,202 | $46,485 ▼ | -2.2% | 92,250 | 0.2% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $2,032,791 | $130,640 ▼ | -6.0% | 38,745 | 0.2% | ETF |
META Meta Platforms | $1,980,406 | $92,304 ▲ | 4.9% | 6,222 | 0.2% | Computer and Technology |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $1,971,290 | $522,741 ▼ | -21.0% | 33,521 | 0.2% | Finance |
REGN Regeneron Pharmaceuticals | $1,915,550 | $160,147 ▲ | 9.1% | 2,464 | 0.2% | Medical |
FBT First Trust NYSE Arca Biotechnology Index Fund | $1,884,018 | $138,638 ▼ | -6.9% | 11,918 | 0.2% | ETF |
XOM Exxon Mobil | $1,882,004 | $200,089 ▼ | -9.6% | 17,476 | 0.2% | Oils/Energy |
NVO Novo Nordisk A/S | $1,877,779 | $270,357 ▼ | -12.6% | 17,093 | 0.2% | Medical |
OKE ONEOK | $1,841,168 | $176,303 ▼ | -8.7% | 24,082 | 0.2% | Oils/Energy |
DPZ Domino's Pizza | $1,819,583 | $183,459 ▼ | -9.2% | 4,364 | 0.2% | Retail/Wholesale |
ABBV AbbVie | $1,751,626 | $167,907 ▼ | -8.7% | 11,830 | 0.2% | Medical |
SCHX Schwab US Large-Cap ETF | $1,749,359 | $1,976 ▼ | -0.1% | 30,982 | 0.2% | ETF |
NKE NIKE | $1,745,480 | $65,146 ▼ | -3.6% | 15,567 | 0.2% | Consumer Discretionary |
DIS Walt Disney | $1,741,169 | $35,093 ▼ | -2.0% | 20,442 | 0.2% | Consumer Discretionary |
ORCL Oracle | $1,659,544 | $124,055 ▼ | -7.0% | 15,237 | 0.2% | Computer and Technology |
ADP Automatic Data Processing | $1,639,707 | $68,133 ▼ | -4.0% | 6,907 | 0.2% | Business Services |
CVS CVS Health | $1,594,679 | $398,548 ▼ | -20.0% | 16,321 | 0.2% | Retail/Wholesale |
GNRC Generac | $1,592,883 | $146,497 ▲ | 10.1% | 13,972 | 0.2% | Computer and Technology |
ADBE Adobe | $1,552,950 | $213,485 ▼ | -12.1% | 2,546 | 0.2% | Computer and Technology |
APTV Aptiv | $1,488,365 | $985 ▼ | -0.1% | 16,614 | 0.2% | Business Services |
HON Honeywell International | $1,481,811 | $152,646 ▲ | 11.5% | 8,164 | 0.2% | Multi-Sector Conglomerates |
IUSB iShares Core Total USD Bond Market ETF | $1,409,366 | $734,928 ▼ | -34.3% | 20,107 | 0.1% | Manufacturing |
IYC iShares U.S. Consumer Discretionary ETF | $1,407,125 | $53,798 ▲ | 4.0% | 21,971 | 0.1% | ETF |
SYK Stryker | $1,393,341 | $45,462 ▼ | -3.2% | 4,536 | 0.1% | Medical |
VIGI Vanguard International Dividend Appreciation ETF | $1,379,564 | | 0.0% | 17,388 | 0.1% | ETF |
QCOM QUALCOMM | $1,329,238 | $163,206 ▼ | -10.9% | 9,016 | 0.1% | Computer and Technology |
FDX FedEx | $1,294,777 | $105,135 ▼ | -7.5% | 4,569 | 0.1% | Transportation |
AVGO Broadcom | $1,263,617 | $36,039 ▼ | -2.8% | 1,122 | 0.1% | Computer and Technology |
CTVA Corteva | $1,257,133 | $9,417,947 ▼ | -88.2% | 3,098 | 0.1% | Consumer Staples |
TSLA Tesla | $1,253,830 | $518,522 ▼ | -29.3% | 5,402 | 0.1% | Auto/Tires/Trucks |
VB Vanguard Small-Cap ETF | $1,234,541 | $95,122 ▼ | -7.2% | 6,645 | 0.1% | ETF |
IYJ iShares U.S. Industrials ETF | $1,187,857 | $173,607 ▼ | -12.8% | 9,887 | 0.1% | ETF |
GD General Dynamics | $1,140,048 | $60,861 ▼ | -5.1% | 4,196 | 0.1% | Aerospace |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $1,137,656 | $52,527 ▼ | -4.4% | 36,516 | 0.1% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $1,129,841 | $107,883 ▼ | -8.7% | 13,510 | 0.1% | ETF |
A Agilent Technologies | $1,082,095 | $30,013 ▼ | -2.7% | 7,896 | 0.1% | Computer and Technology |
AIG American International Group | $1,067,401 | $525,995 ▼ | -33.0% | 10,597 | 0.1% | Finance |
VGT Vanguard Information Technology ETF | $1,054,161 | $105,808 ▲ | 11.2% | 2,421 | 0.1% | ETF |
MDT Medtronic | $1,054,062 | $103,664 ▲ | 10.9% | 14,215 | 0.1% | Medical |
VERALTO CORP
| $994,385 | $13,120,921 ▼ | -93.0% | 882 | 0.1% | COM SHS |
VNQ Vanguard Real Estate ETF | $991,370 | $3,177,877 ▼ | -76.2% | 2,671 | 0.1% | ETF |
INTU Intuit | $988,172 | $60,262 ▼ | -5.7% | 1,525 | 0.1% | Computer and Technology |
AJG Arthur J. Gallagher & Co. | $955,568 | $143,054 ▼ | -13.0% | 3,734 | 0.1% | Finance |
SPGI S&P Global | $955,047 | $143,932 ▼ | -13.1% | 1,911 | 0.1% | Business Services |
IGV iShares Expanded Tech-Software Sector ETF | $947,169 | $766,554 ▲ | 424.4% | 13,425 | 0.1% | ETF |
CPRT Copart | $943,789 | $58,392 ▼ | -5.8% | 18,248 | 0.1% | Business Services |
DG Dollar General | $941,318 | $216,702 ▼ | -18.7% | 6,342 | 0.1% | Retail/Wholesale |
IVW iShares S&P 500 Growth ETF | $904,351 | $61,863 ▼ | -6.4% | 11,271 | 0.1% | ETF |
IYH iShares U.S. Healthcare ETF | $895,645 | $688,676 ▲ | 332.7% | 15,185 | 0.1% | ETF |
ARCT Arcturus Therapeutics | $885,117 | | 0.0% | 28,072 | 0.1% | Medical |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $883,799 | $836,884 ▼ | -48.6% | 4,314 | 0.1% | ETF |
EMR Emerson Electric | $858,937 | $182,964 ▼ | -17.6% | 8,976 | 0.1% | Industrial Products |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $853,416 | $3,170,576 ▼ | -78.8% | 4,255 | 0.1% | ETF |
MMM 3M | $843,513 | $401,068 ▼ | -32.2% | 7,237 | 0.1% | Multi-Sector Conglomerates |
IWF iShares Russell 1000 Growth ETF | $834,304 | $217,895 ▼ | -20.7% | 2,753 | 0.1% | ETF |
CSX CSX | $816,687 | $255,504 ▼ | -23.8% | 23,650 | 0.1% | Transportation |
MDY SPDR S&P MidCap 400 ETF Trust | $790,400 | $11,365 ▼ | -1.4% | 1,530 | 0.1% | ETF |
AB AllianceBernstein | $785,059 | $529,354 ▼ | -40.3% | 17,500 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $755,556 | $408,513 ▼ | -35.1% | 3,331 | 0.1% | ETF |
NFLX Netflix | $722,043 | $22,179 ▼ | -3.0% | 1,758 | 0.1% | Consumer Discretionary |
RSG Republic Services | $707,444 | $70,816 ▼ | -9.1% | 3,926 | 0.1% | Business Services |
UL Unilever | $702,642 | $15,967 ▲ | 2.3% | 14,830 | 0.1% | Consumer Staples |
ARES Ares Management | $694,850 | $73,265 ▼ | -9.5% | 5,368 | 0.1% | Finance |
ROP Roper Technologies | $692,366 | $62,782 ▼ | -8.3% | 1,180 | 0.1% | Computer and Technology |
COP ConocoPhillips | $688,527 | $53,518 ▲ | 8.4% | 6,497 | 0.1% | Oils/Energy |
MUB iShares National Muni Bond ETF | $685,585 | $219,647 ▼ | -24.3% | 4,966 | 0.1% | ETF |
GILD Gilead Sciences | $681,456 | $60,732 ▼ | -8.2% | 7,877 | 0.1% | Medical |
NDAQ Nasdaq | $678,494 | $63,242 ▲ | 10.3% | 13,046 | 0.1% | Finance |
TSCO Tractor Supply | $671,754 | $34,593 ▲ | 5.4% | 3,340 | 0.1% | Retail/Wholesale |
IJT iShares S&P Small-Cap 600 Growth ETF | $669,749 | $49,006 ▲ | 7.9% | 6,314 | 0.1% | ETF |
TRI Thomson Reuters | $666,032 | $76,063 ▼ | -10.2% | 4,133 | 0.1% | Business Services |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $655,697 | $23,282 ▼ | -3.4% | 20,700 | 0.1% | ETF |
TYL Tyler Technologies | $648,922 | $418 ▲ | 0.1% | 1,552 | 0.1% | Computer and Technology |
LINDE PLC
| $645,113 | $42,506 ▲ | 7.1% | 1,715 | 0.1% | SHS |
EFV iShares MSCI EAFE Value ETF | $642,154 | $357,158 ▼ | -35.7% | 7,920 | 0.1% | ETF |
STE STERIS | $639,544 | $56,195 ▼ | -8.1% | 2,720 | 0.1% | Medical |
CHRW C.H. Robinson Worldwide | $628,677 | $12,879 ▼ | -2.0% | 7,078 | 0.1% | Transportation |
AGG iShares Core U.S. Aggregate Bond ETF | $621,206 | $538,422 ▲ | 650.4% | 46,967 | 0.1% | Finance |
POOL Pool | $613,216 | $74,009 ▼ | -10.8% | 1,392 | 0.1% | Consumer Discretionary |
ETR Entergy | $606,432 | $1,011 ▼ | -0.2% | 6,000 | 0.1% | Utilities |
FSV FirstService | $605,273 | $71,779 ▼ | -10.6% | 3,373 | 0.1% | Finance |
EGP EastGroup Properties | $605,253 | $38,909 ▲ | 6.9% | 3,500 | 0.1% | Finance |
OSK Oshkosh | $601,936 | $120,335 ▼ | -16.7% | 4,627 | 0.1% | Auto/Tires/Trucks |
IWM iShares Russell 2000 ETF | $590,177 | $84,606 ▲ | 16.7% | 3,432 | 0.1% | Finance |
INTC Intel | $564,591 | $127,146 ▼ | -18.4% | 11,603 | 0.1% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $560,858 | $367,973 ▼ | -39.6% | 7,752 | 0.1% | Manufacturing |
GS The Goldman Sachs Group | $556,073 | $35,750 ▲ | 6.9% | 1,571 | 0.1% | Finance |
IWV iShares Russell 3000 ETF | $552,667 | $740,305 ▼ | -57.3% | 863 | 0.1% | ETF |
IHF iShares U.S. Healthcare Providers ETF | $550,567 | $390,048 ▲ | 243.0% | 8,050 | 0.1% | ETF |
AXP American Express | $549,264 | $282,909 ▼ | -34.0% | 2,588 | 0.1% | Finance |
SASR Sandy Spring Bancorp | $545,718 | $680 ▲ | 0.1% | 20,059 | 0.1% | Finance |
SAP SAP | $544,311 | | 0.0% | 3,521 | 0.1% | Computer and Technology |
DOCS Doximity | $544,228 | $6,175,283 ▼ | -91.9% | 1,724 | 0.1% | Medical |
SPG Simon Property Group | $535,613 | $30,666 ▼ | -5.4% | 3,598 | 0.1% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $532,201 | $153,942 ▼ | -22.4% | 4,477 | 0.1% | Manufacturing |
KMI Kinder Morgan | $526,607 | $130,188 ▼ | -19.8% | 24,456 | 0.1% | Oils/Energy |
CTAS Cintas | $524,314 | $113,100 ▼ | -17.7% | 802 | 0.1% | Industrial Products |
BIIB Biogen | $520,904 | $66,880 ▲ | 14.7% | 2,321 | 0.1% | Medical |
FTV Fortive | $514,895 | $53,273 ▼ | -9.4% | 7,046 | 0.1% | Computer and Technology |
MTB M&T Bank | $510,349 | $11,584 ▲ | 2.3% | 3,833 | 0.1% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $496,565 | $33,242 ▲ | 7.2% | 9,605 | 0.1% | ETF |
NOW ServiceNow | $476,881 | $216,461 ▼ | -31.2% | 716 | 0.0% | Computer and Technology |
MBB iShares MBS ETF | $474,010 | $404,446 ▲ | 581.4% | 37,484 | 0.0% | ETF |
FPE First Trust Preferred Securities and Income ETF | $471,237 | $137,107 ▲ | 41.0% | 43,650 | 0.0% | ETF |
NSC Norfolk Southern | $468,032 | $1,420 ▼ | -0.3% | 1,978 | 0.0% | Transportation |
MPC Marathon Petroleum | $456,949 | $12,713 ▲ | 2.9% | 3,199 | 0.0% | Oils/Energy |
CG The Carlyle Group | $454,914 | $244,140 ▼ | -34.9% | 11,180 | 0.0% | Finance |
SCHB Schwab US Broad Market ETF | $453,440 | $19,813 ▼ | -4.2% | 7,804 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $452,693 | $181,896 ▼ | -28.7% | 2,653 | 0.0% | ETF |
SO Southern | $450,381 | $8,999 ▲ | 2.0% | 6,606 | 0.0% | Utilities |
IBM International Business Machines | $436,842 | $102,446 ▼ | -19.0% | 2,341 | 0.0% | Computer and Technology |
AMGN Amgen | $435,399 | $17,059 ▲ | 4.1% | 1,608 | 0.0% | Medical |
ET Energy Transfer | $432,451 | $43,181 ▼ | -9.1% | 28,492 | 0.0% | Oils/Energy |
JKHY Jack Henry & Associates | $429,768 | $64,595 ▼ | -13.1% | 2,322 | 0.0% | Computer and Technology |
PWR Quanta Services | $423,360 | $250,352 ▼ | -37.2% | 1,872 | 0.0% | Construction |
HAL Halliburton | $421,509 | $4,615 ▲ | 1.1% | 11,874 | 0.0% | Oils/Energy |
VO Vanguard Mid-Cap ETF | $421,078 | $63,352 ▼ | -13.1% | 2,652 | 0.0% | ETF |
TFLO iShares Treasury Floating Rate Bond ETF | $418,458 | $298,556 ▼ | -41.6% | 5,064 | 0.0% | ETF |
BWA BorgWarner | $413,709 | $4,955 ▲ | 1.2% | 11,689 | 0.0% | Auto/Tires/Trucks |
IUSV iShares Core S&P U.S. Value ETF | $408,056 | $146,880 ▼ | -26.5% | 4,045 | 0.0% | Manufacturing |
EL Estée Lauder Companies | $405,259 | $878,675 ▼ | -68.4% | 880 | 0.0% | Consumer Staples |
IWB iShares Russell 1000 ETF | $402,043 | $107,006 ▲ | 36.3% | 2,089 | 0.0% | ETF |
FE FirstEnergy | $396,698 | $8,191 ▲ | 2.1% | 11,139 | 0.0% | Utilities |
EFG iShares MSCI EAFE Growth ETF | $395,225 | $211,590 ▼ | -34.9% | 2,658 | 0.0% | ETF |
GIS General Mills | $394,488 | $32,089 ▼ | -7.5% | 5,655 | 0.0% | Consumer Staples |
LDOS Leidos | $390,199 | | 0.0% | 3,605 | 0.0% | Aerospace |
SCHA Schwab US Small-Cap ETF | $389,636 | $93,441 ▲ | 31.5% | 10,850 | 0.0% | ETF |
IYG iShares U.S. Financial Services ETF | $388,527 | $229,747 ▲ | 144.7% | 6,504 | 0.0% | ETF |
VZ Verizon Communications | $385,671 | $148,637 ▼ | -27.8% | 7,958 | 0.0% | Computer and Technology |
TD Toronto-Dominion Bank | $374,796 | | 0.0% | 5,800 | 0.0% | Finance |
YUMC Yum China | $374,572 | | 0.0% | 8,828 | 0.0% | Retail/Wholesale |
MKL Markel Group | $370,594 | $5,594 ▲ | 1.5% | 265 | 0.0% | Multi-Sector Conglomerates |
ESGU iShares ESG Aware MSCI USA ETF | $370,158 | $117,489 ▼ | -24.1% | 2,678 | 0.0% | Manufacturing |
ICE Intercontinental Exchange | $369,236 | $11,319 ▲ | 3.2% | 3,523 | 0.0% | Finance |
PXD Pioneer Natural Resources | $364,980 | | 0.0% | 1,636 | 0.0% | Oils/Energy |
AMAT Applied Materials | $363,361 | $11,881 ▼ | -3.2% | 2,202 | 0.0% | Computer and Technology |
ITW Illinois Tool Works | $359,442 | $29,394 ▼ | -7.6% | 1,284 | 0.0% | Industrial Products |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $357,655 | $122,711 ▼ | -25.5% | 3,789 | 0.0% | Manufacturing |
WPC W. P. Carey | $351,860 | | 0.0% | 5,358 | 0.0% | Finance |
CRM Salesforce | $348,661 | $2,775,534 ▼ | -88.8% | 1,521 | 0.0% | Computer and Technology |
DEO Diageo | $346,816 | $50,735 ▲ | 17.1% | 2,789 | 0.0% | Consumer Staples |
TGT Target | $344,287 | $220,597 ▼ | -39.1% | 2,391 | 0.0% | Retail/Wholesale |
TFC Truist Financial | $343,984 | $64,149 ▼ | -15.7% | 7,979 | 0.0% | Finance |
EEM iShares MSCI Emerging Markets ETF | $341,164 | $72,584 ▲ | 27.0% | 15,243 | 0.0% | Finance |
DOW DOW | $339,131 | $150,643 ▼ | -30.8% | 6,425 | 0.0% | Basic Materials |
NEE NextEra Energy | $334,920 | $28,372 ▲ | 9.3% | 6,221 | 0.0% | Utilities |
GLD SPDR Gold Shares | $322,121 | $73,600 ▼ | -18.6% | 1,685 | 0.0% | Finance |
VIG Vanguard Dividend Appreciation ETF | $322,056 | $27,007 ▲ | 9.2% | 2,063 | 0.0% | ETF |
WMB Williams Companies | $321,028 | $4,740 ▲ | 1.5% | 9,482 | 0.0% | Oils/Energy |
AMD Advanced Micro Devices | $313,394 | $18,544 ▲ | 6.3% | 2,366 | 0.0% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $308,015 | $27,066 ▲ | 9.6% | 3,232 | 0.0% | Computer and Technology |
ROST Ross Stores | $301,041 | $4,706 ▲ | 1.6% | 2,239 | 0.0% | Retail/Wholesale |
OEF iShares S&P 100 ETF | $300,252 | $79,728 ▼ | -21.0% | 1,062 | 0.0% | ETF |
EW Edwards Lifesciences | $299,434 | $5,814 ▲ | 2.0% | 4,069 | 0.0% | Medical |
DGRO iShares Core Dividend Growth ETF | $298,540 | $143,414 ▼ | -32.4% | 3,747 | 0.0% | ETF |
IYF iShares U.S. Financials ETF | $290,906 | $106,635 ▲ | 57.9% | 5,377 | 0.0% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $290,546 | $418,391 ▼ | -59.0% | 5,168 | 0.0% | ETF |
NVS Novartis | $290,491 | $96,965 ▼ | -25.0% | 2,157 | 0.0% | Medical |
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $289,786 | $25,339 ▼ | -8.0% | 10,533 | 0.0% | ETF |
ALL Allstate | $286,980 | $698 ▲ | 0.2% | 2,057 | 0.0% | Finance |
MOAT VanEck Morningstar Wide Moat ETF | $286,691 | $76,069 ▲ | 36.1% | 4,598 | 0.0% | ETF |
PHO Invesco Water Resources ETF | $286,529 | | 0.0% | 4,708 | 0.0% | ETF |
TMP Tompkins Financial | $285,310 | | 0.0% | 4,737 | 0.0% | Finance |
FCNCA First Citizens BancShares | $283,794 | $6,922 ▲ | 2.5% | 205 | 0.0% | Finance |
JPST JPMorgan Ultra-Short Income ETF | $280,544 | $9,280 ▼ | -3.2% | 5,381 | 0.0% | ETF |
CNC Centene | $278,955 | $674,618 ▼ | -70.7% | 1,121 | 0.0% | Medical |
DELL Dell Technologies | $276,395 | $5,400 ▲ | 2.0% | 3,685 | 0.0% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $276,019 | $99,463 ▲ | 56.3% | 8,575 | 0.0% | ETF |
WSO Watsco | $275,935 | $13,954 ▼ | -4.8% | 613 | 0.0% | Construction |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $275,514 | $131,098 ▼ | -32.2% | 3,972 | 0.0% | Finance |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $272,072 | $212,835 ▲ | 359.3% | 11,294 | 0.0% | Finance |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $270,536 | $182,069 ▼ | -40.2% | 4,373 | 0.0% | ETF |
SNA Snap-on | $268,044 | $289 ▼ | -0.1% | 928 | 0.0% | Consumer Discretionary |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $267,611 | | 0.0% | 4,020 | 0.0% | ETF |
SHEL Shell | $266,951 | $6,580 ▼ | -2.4% | 4,057 | 0.0% | Oils/Energy |
TMUS T-Mobile US | $264,705 | $11,216 ▲ | 4.4% | 1,770 | 0.0% | Computer and Technology |
KHC Kraft Heinz | $264,703 | $329 ▲ | 0.1% | 7,235 | 0.0% | Consumer Staples |
DE Deere & Company | $264,073 | $2,290 ▲ | 0.9% | 692 | 0.0% | Industrial Products |
CMCSA Comcast | $260,820 | $40,934 ▼ | -13.6% | 5,416 | 0.0% | Consumer Discretionary |
MS Morgan Stanley | $259,701 | $8,048 ▼ | -3.0% | 2,775 | 0.0% | Finance |
RELX Relx | $255,053 | | 0.0% | 6,431 | 0.0% | Computer and Technology |
TXN Texas Instruments | $254,382 | $74,505 ▼ | -22.7% | 1,195 | 0.0% | Computer and Technology |
PGR Progressive | $254,211 | $79,480 ▼ | -23.8% | 1,612 | 0.0% | Finance |
LOW Lowe's Companies | $254,152 | $23,918 ▲ | 10.4% | 1,307 | 0.0% | Retail/Wholesale |
MC Moelis & Company | $252,136 | | 0.0% | 4,492 | 0.0% | Finance |
HALO Halozyme Therapeutics | $250,367 | $370 ▼ | -0.1% | 6,764 | 0.0% | Medical |
PDCO Patterson Companies | $248,966 | | 0.0% | 8,751 | 0.0% | Medical |
MO Altria Group | $246,530 | $186,014 ▼ | -43.0% | 3,479 | 0.0% | Consumer Staples |
OTIS Otis Worldwide | $242,106 | $9,536 ▲ | 4.1% | 2,869 | 0.0% | Construction |
COOPER COS INC
| $241,066 | $164,782 ▲ | 216.0% | 2,645 | 0.0% | COM NEW |
TLT iShares 20+ Year Treasury Bond ETF | $239,432 | $175,952 ▲ | 277.2% | 9,452 | 0.0% | ETF |
EWBC East West Bancorp | $234,773 | $360 ▲ | 0.2% | 3,263 | 0.0% | Finance |
PSX Phillips 66 | $234,193 | $4,389 ▼ | -1.8% | 1,761 | 0.0% | Oils/Energy |
BXSL Blackstone Secured Lending Fund | $227,280 | | 0.0% | 8,000 | 0.0% | Finance |
DHI D.R. Horton | $225,994 | $9,659 ▼ | -4.1% | 1,474 | 0.0% | Construction |
MGV Vanguard Mega Cap Value ETF | $222,568 | | 0.0% | 2,035 | 0.0% | ETF |
MCK McKesson | $222,076 | $4,021 ▲ | 1.8% | 497 | 0.0% | Medical |
LHX L3Harris Technologies | $220,519 | $4,492 ▲ | 2.1% | 1,080 | 0.0% | Aerospace |
GOOD Gladstone Commercial | $219,613 | $23,235 ▼ | -9.6% | 15,000 | 0.0% | Finance |
BXMT Blackstone Mortgage Trust | $219,119 | $219 ▼ | -0.1% | 10,000 | 0.0% | Finance |
IMMX Immix Biopharma | $169,720 | $169,720 ▲ | New Holding | 24,526 | 0.0% | Medical |
RCL Royal Caribbean Cruises | $0 | $515,823 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
MOS Mosaic | $0 | $452,860 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
VDE Vanguard Energy ETF | $0 | $440,504 ▼ | -100.0% | 0 | 0.0% | ETF |
VCR Vanguard Consumer Discretionary ETF | $0 | $342,314 ▼ | -100.0% | 0 | 0.0% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $0 | $296,875 ▼ | -100.0% | 0 | 0.0% | ETF |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | $0 | $273,920 ▼ | -100.0% | 0 | 0.0% | ETF |
VAW Vanguard Materials ETF | $0 | $269,715 ▼ | -100.0% | 0 | 0.0% | ETF |
VONV Vanguard Russell 1000 Value | $0 | $268,761 ▼ | -100.0% | 0 | 0.0% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $0 | $251,340 ▼ | -100.0% | 0 | 0.0% | ETF |
SCHW Charles Schwab | $0 | $248,162 ▼ | -100.0% | 0 | 0.0% | Finance |
GM General Motors | $0 | $244,777 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $0 | $238,872 ▼ | -100.0% | 0 | 0.0% | ETF |
IYK iShares U.S. Consumer Staples ETF | $0 | $238,679 ▼ | -100.0% | 0 | 0.0% | ETF |
PM Philip Morris International | $0 | $223,447 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
AEP American Electric Power | $0 | $222,624 ▼ | -100.0% | 0 | 0.0% | Utilities |
DD DuPont de Nemours | $0 | $220,943 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
SDY SPDR S&P Dividend ETF | $0 | $217,607 ▼ | -100.0% | 0 | 0.0% | ETF |
PLD Prologis | $0 | $210,614 ▼ | -100.0% | 0 | 0.0% | Finance |
NRG NRG Energy | $0 | $207,834 ▼ | -100.0% | 0 | 0.0% | Utilities |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $0 | $206,276 ▼ | -100.0% | 0 | 0.0% | ETF |
GIB CGI | $0 | $205,414 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ING ING Groep | $0 | $193,938 ▼ | -100.0% | 0 | 0.0% | Finance |
ICAD iCAD | $0 | $83,234 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
