MSFT Microsoft | $6,283,682 | $44,595 ▲ | 0.7% | 14,936 | 3.9% | Computer and Technology |
NVDA NVIDIA | $5,941,318 | $1,342,783 ▼ | -18.4% | 6,575 | 3.7% | Computer and Technology |
NOBL ProShares S&P 500 Aristocrats ETF | $5,688,029 | $312,852 ▲ | 5.8% | 56,089 | 3.6% | ETF |
GGG Graco | $5,154,869 | $4,673 ▼ | -0.1% | 55,156 | 3.2% | Industrial Products |
UNH UnitedHealth Group | $4,099,903 | $86,074 ▼ | -2.1% | 8,288 | 2.6% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $3,393,055 | $959,500 ▲ | 39.4% | 20,033 | 2.1% | ETF |
AMZN Amazon.com | $3,227,179 | $49,244 ▼ | -1.5% | 17,891 | 2.0% | Retail/Wholesale |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,219,393 | $285,250 ▲ | 9.7% | 39,987 | 2.0% | ETF |
FTLS First Trust Long/Short Equity ETF | $3,122,743 | $2,175,469 ▲ | 229.7% | 50,645 | 2.0% | ETF |
AAPL Apple | $3,058,997 | $186,740 ▼ | -5.8% | 17,839 | 1.9% | Computer and Technology |
GOOGL Alphabet | $3,049,390 | $37,431 ▼ | -1.2% | 20,204 | 1.9% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $2,903,900 | $269,560 ▼ | -8.5% | 50,007 | 1.8% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,652,100 | $219,157 ▲ | 9.0% | 23,997 | 1.7% | ETF |
DUHP Dimensional US High Profitability ETF | $2,605,049 | $308,925 ▲ | 13.5% | 82,412 | 1.6% | ETF |
ABBV AbbVie | $2,552,512 | $33,325 ▲ | 1.3% | 14,017 | 1.6% | Medical |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $2,451,500 | $57,075 ▲ | 2.4% | 22,507 | 1.5% | Finance |
BRK.B Berkshire Hathaway | $2,381,825 | $23,129 ▼ | -1.0% | 5,664 | 1.5% | Finance |
BAC Bank of America | $2,219,038 | $219,329 ▼ | -9.0% | 58,519 | 1.4% | Finance |
AMGN Amgen | $2,149,924 | $34,117 ▼ | -1.6% | 7,562 | 1.3% | Medical |
SCHD Schwab US Dividend Equity ETF | $2,123,727 | $110,786 ▲ | 5.5% | 26,339 | 1.3% | ETF |
VLO Valero Energy | $2,059,803 | $25,773 ▼ | -1.2% | 12,068 | 1.3% | Oils/Energy |
USB U.S. Bancorp | $1,968,221 | $31,424 ▼ | -1.6% | 44,032 | 1.2% | Finance |
QCOM QUALCOMM | $1,940,938 | $294,087 ▼ | -13.2% | 11,464 | 1.2% | Computer and Technology |
HD Home Depot | $1,727,132 | $6,905 ▼ | -0.4% | 4,502 | 1.1% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $1,654,376 | $25,986 ▼ | -1.5% | 6,621 | 1.0% | ETF |
IEO iShares U.S. Oil & Gas Exploration & Production ETF | $1,605,400 | $130,396 ▲ | 8.8% | 15,008 | 1.0% | ETF |
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund | $1,582,640 | $624,126 ▲ | 65.1% | 30,163 | 1.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,416,107 | $81,625 ▼ | -5.4% | 7,755 | 0.9% | ETF |
COP ConocoPhillips | $1,394,412 | $398,403 ▲ | 40.0% | 10,955 | 0.9% | Oils/Energy |
MDT Medtronic | $1,371,698 | $61,003 ▲ | 4.7% | 15,740 | 0.9% | Medical |
PG Procter & Gamble | $1,359,311 | $6,003 ▲ | 0.4% | 8,378 | 0.8% | Consumer Staples |
CB Chubb | $1,289,949 | $84,736 ▼ | -6.2% | 4,978 | 0.8% | Finance |
JPM JPMorgan Chase & Co. | $1,222,873 | $3,205 ▲ | 0.3% | 6,105 | 0.8% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $1,220,019 | $297,157 ▼ | -19.6% | 7,423 | 0.8% | ETF |
VUG Vanguard Growth ETF | $1,211,218 | $101,537 ▼ | -7.7% | 3,519 | 0.8% | ETF |
HON Honeywell International | $1,186,896 | $3,284 ▲ | 0.3% | 5,783 | 0.7% | Multi-Sector Conglomerates |
BAH Booz Allen Hamilton | $1,152,637 | | 0.0% | 7,765 | 0.7% | Business Services |
VEA Vanguard FTSE Developed Markets ETF | $1,152,560 | $180,864 ▼ | -13.6% | 22,973 | 0.7% | ETF |
WMT Walmart | $1,104,894 | $741,470 ▲ | 204.0% | 18,363 | 0.7% | Retail/Wholesale |
DE Deere & Company | $1,036,264 | $302,706 ▲ | 41.3% | 2,523 | 0.6% | Industrial Products |
EMR Emerson Electric | $1,023,739 | $28,015 ▲ | 2.8% | 9,026 | 0.6% | Industrial Products |
ETR Entergy | $1,020,340 | | 0.0% | 9,655 | 0.6% | Utilities |
CVX Chevron | $1,018,855 | $315 ▲ | 0.0% | 6,459 | 0.6% | Oils/Energy |
NVO Novo Nordisk A/S | $1,006,142 | | 0.0% | 7,836 | 0.6% | Medical |
WMB Williams Companies | $1,004,880 | | 0.0% | 25,786 | 0.6% | Oils/Energy |
SLB Schlumberger | $999,488 | $1,041 ▲ | 0.1% | 18,235 | 0.6% | Oils/Energy |
IWM iShares Russell 2000 ETF | $992,195 | $396,626 ▲ | 66.6% | 4,718 | 0.6% | Finance |
CRM Salesforce | $986,063 | $4,518 ▼ | -0.5% | 3,274 | 0.6% | Computer and Technology |
TSLA Tesla | $977,920 | $4,219 ▲ | 0.4% | 5,563 | 0.6% | Auto/Tires/Trucks |
ANET Arista Networks | $975,783 | $1,450 ▼ | -0.1% | 3,365 | 0.6% | Computer and Technology |
GSK GSK | $953,229 | $27,652 ▼ | -2.8% | 22,235 | 0.6% | Medical |
ETN Eaton | $943,668 | | 0.0% | 3,018 | 0.6% | Industrial Products |
NFLX Netflix | $923,142 | $91,100 ▼ | -9.0% | 1,520 | 0.6% | Consumer Discretionary |
PGR Progressive | $919,471 | | 0.0% | 4,446 | 0.6% | Finance |
AMAT Applied Materials | $915,736 | $541,604 ▼ | -37.2% | 4,440 | 0.6% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $901,044 | $15,307 ▼ | -1.7% | 10,419 | 0.6% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $884,418 | $7,646 ▼ | -0.9% | 7,866 | 0.6% | ETF |
DIS Walt Disney | $881,131 | $5,139 ▼ | -0.6% | 7,201 | 0.6% | Consumer Discretionary |
CHD Church & Dwight | $859,306 | | 0.0% | 8,238 | 0.5% | Consumer Staples |
CW Curtiss-Wright | $855,863 | | 0.0% | 3,344 | 0.5% | Aerospace |
PNW Pinnacle West Capital | $845,271 | | 0.0% | 11,311 | 0.5% | Utilities |
KSS Kohl's | $817,996 | $77,975 ▲ | 10.5% | 28,062 | 0.5% | Retail/Wholesale |
SO Southern | $812,025 | | 0.0% | 11,319 | 0.5% | Utilities |
CSCO Cisco Systems | $811,686 | | 0.0% | 16,263 | 0.5% | Computer and Technology |
SPLV Invesco S&P 500 Low Volatility ETF | $797,772 | $24,834 ▼ | -3.0% | 12,111 | 0.5% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $796,765 | $127,972 ▼ | -13.8% | 1,432 | 0.5% | ETF |
PYPL PayPal | $775,610 | $95,461 ▼ | -11.0% | 11,578 | 0.5% | Computer and Technology |
BURL Burlington Stores | $761,815 | | 0.0% | 3,281 | 0.5% | Retail/Wholesale |
IWR iShares Russell Mid-Cap ETF | $758,240 | | 0.0% | 9,017 | 0.5% | ETF |
PM Philip Morris International | $757,148 | $52,223 ▼ | -6.5% | 8,264 | 0.5% | Consumer Staples |
MCD McDonald's | $753,370 | $1,128 ▲ | 0.1% | 2,672 | 0.5% | Retail/Wholesale |
LKQ LKQ | $742,880 | | 0.0% | 13,909 | 0.5% | Auto/Tires/Trucks |
CASY Casey's General Stores | $736,893 | | 0.0% | 2,314 | 0.5% | Retail/Wholesale |
BX Blackstone | $736,060 | $98,789 ▼ | -11.8% | 5,603 | 0.5% | Finance |
PFF iShares Preferred and Income Securities ETF | $724,227 | $52,469 ▼ | -6.8% | 22,471 | 0.5% | ETF |
UBER Uber Technologies | $712,158 | $73,141 ▼ | -9.3% | 9,250 | 0.4% | Computer and Technology |
MRK Merck & Co., Inc. | $690,230 | | 0.0% | 5,231 | 0.4% | Medical |
SCHW Charles Schwab | $688,387 | $205,373 ▼ | -23.0% | 9,516 | 0.4% | Finance |
HBAN Huntington Bancshares | $674,273 | $4,813 ▼ | -0.7% | 48,335 | 0.4% | Finance |
RF Regions Financial | $670,229 | $22,934 ▲ | 3.5% | 31,855 | 0.4% | Finance |
DVN Devon Energy | $657,999 | $90,624 ▼ | -12.1% | 13,113 | 0.4% | Oils/Energy |
LH Laboratory Co. of America | $635,937 | | 0.0% | 2,911 | 0.4% | Medical |
KO Coca-Cola | $624,221 | $44,356 ▲ | 7.6% | 10,203 | 0.4% | Consumer Staples |
AMT American Tower | $601,203 | $399,090 ▲ | 197.5% | 3,043 | 0.4% | Finance |
HRL Hormel Foods | $597,513 | $13,991 ▲ | 2.4% | 17,126 | 0.4% | Consumer Staples |
PARA Paramount Global | $593,005 | $54,883 ▼ | -8.5% | 50,383 | 0.4% | Consumer Discretionary |
HI Hillenbrand | $588,192 | $107,570 ▲ | 22.4% | 11,696 | 0.4% | Industrial Products |
SHOP Shopify | $580,627 | $23,151 ▼ | -3.8% | 7,524 | 0.4% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $580,516 | | 0.0% | 5,086 | 0.4% | ETF |
TMO Thermo Fisher Scientific | $576,625 | $159,851 ▼ | -21.7% | 992 | 0.4% | Medical |
META Meta Platforms | $567,691 | $27,680 ▼ | -4.6% | 1,169 | 0.4% | Computer and Technology |
AVY Avery Dennison | $559,911 | | 0.0% | 2,508 | 0.4% | Industrial Products |
PANW Palo Alto Networks | $558,600 | $558,600 ▲ | New Holding | 1,966 | 0.3% | Computer and Technology |
MGA Magna International | $557,821 | $14,710 ▼ | -2.6% | 10,239 | 0.3% | Auto/Tires/Trucks |
CSX CSX | $551,379 | | 0.0% | 14,874 | 0.3% | Transportation |
WM Waste Management | $520,086 | | 0.0% | 2,440 | 0.3% | Business Services |
U HAUL HOLDING COMPANY
| $513,969 | $37,007 ▲ | 7.8% | 7,708 | 0.3% | COM SER N |
VIOO Vanguard S&P Small-Cap 600 ETF | $507,502 | $28,623 ▼ | -5.3% | 5,000 | 0.3% | ETF |
SQ Block | $502,574 | $21,145 ▼ | -4.0% | 5,942 | 0.3% | Business Services |
GEHC GE HealthCare Technologies | $502,535 | $33,999 ▼ | -6.3% | 5,528 | 0.3% | Medical |
SCCO Southern Copper | $502,488 | $1,704 ▲ | 0.3% | 4,717 | 0.3% | Basic Materials |
MMM 3M | $496,237 | $77,013 ▼ | -13.4% | 4,678 | 0.3% | Multi-Sector Conglomerates |
UPS United Parcel Service | $491,850 | | 0.0% | 3,309 | 0.3% | Transportation |
ALB Albemarle | $486,583 | $56,904 ▼ | -10.5% | 3,694 | 0.3% | Basic Materials |
XOM Exxon Mobil | $486,221 | $581 ▲ | 0.1% | 4,183 | 0.3% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $484,071 | $1,559 ▲ | 0.3% | 1,863 | 0.3% | ETF |
MKC McCormick & Company, Incorporated | $476,760 | | 0.0% | 6,207 | 0.3% | Consumer Staples |
VZ Verizon Communications | $450,067 | $481,705 ▼ | -51.7% | 10,726 | 0.3% | Computer and Technology |
XLG Invesco S&P 500 Top 50 ETF | $447,149 | $92,050 ▼ | -17.1% | 10,614 | 0.3% | ETF |
ENB Enbridge | $438,574 | | 0.0% | 12,122 | 0.3% | Oils/Energy |
ORCL Oracle | $438,134 | $70,719 ▲ | 19.2% | 3,488 | 0.3% | Computer and Technology |
CP Canadian Pacific Kansas City | $430,710 | | 0.0% | 4,885 | 0.3% | Transportation |
WYNN Wynn Resorts | $425,050 | $20,343 ▼ | -4.6% | 4,158 | 0.3% | Consumer Discretionary |
KRE SPDR S&P Regional Banking ETF | $423,763 | $11,464 ▼ | -2.6% | 8,428 | 0.3% | ETF |
ADP Automatic Data Processing | $418,973 | | 0.0% | 1,678 | 0.3% | Business Services |
MOS Mosaic | $407,906 | $91,053 ▼ | -18.2% | 12,566 | 0.3% | Basic Materials |
LLY Eli Lilly and Company | $396,534 | $13,995 ▲ | 3.7% | 510 | 0.2% | Medical |
SON Sonoco Products | $391,345 | | 0.0% | 6,766 | 0.2% | Industrial Products |
TTD Trade Desk | $383,249 | $41,437 ▼ | -9.8% | 4,384 | 0.2% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $381,341 | $19,139 ▼ | -4.8% | 7,910 | 0.2% | ETF |
LMT Lockheed Martin | $380,495 | $6,372 ▲ | 1.7% | 836 | 0.2% | Aerospace |
AVAV AeroVironment | $348,712 | $22,992 ▼ | -6.2% | 2,275 | 0.2% | Aerospace |
MXI iShares Global Materials ETF | $343,984 | $343,984 ▲ | New Holding | 3,846 | 0.2% | ETF |
COF Capital One Financial | $340,800 | $13,400 ▼ | -3.8% | 2,289 | 0.2% | Finance |
XRAY DENTSPLY SIRONA | $325,162 | | 0.0% | 9,797 | 0.2% | Medical |
COST Costco Wholesale | $321,393 | $732 ▲ | 0.2% | 439 | 0.2% | Retail/Wholesale |
ACN Accenture | $312,296 | | 0.0% | 901 | 0.2% | Business Services |
FANG Diamondback Energy | $306,574 | $27,744 ▼ | -8.3% | 1,547 | 0.2% | Oils/Energy |
CHRW C.H. Robinson Worldwide | $295,464 | $295,464 ▲ | New Holding | 3,881 | 0.2% | Transportation |
WPC W. P. Carey | $293,594 | $74,894 ▼ | -20.3% | 5,202 | 0.2% | Finance |
PSX Phillips 66 | $292,172 | $327 ▲ | 0.1% | 1,789 | 0.2% | Oils/Energy |
NVS Novartis | $291,931 | | 0.0% | 3,018 | 0.2% | Medical |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $282,546 | $282,546 ▲ | New Holding | 12,163 | 0.2% | Manufacturing |
MS Morgan Stanley | $279,432 | $37,848 ▼ | -11.9% | 2,968 | 0.2% | Finance |
XLC Communication Services Select Sector SPDR Fund | $278,379 | | 0.0% | 3,409 | 0.2% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $278,012 | $28,916 ▼ | -9.4% | 7,807 | 0.2% | ETF |
FIS Fidelity National Information Services | $268,532 | | 0.0% | 3,620 | 0.2% | Business Services |
VCSH Vanguard Short-Term Corporate Bond ETF | $259,915 | $1,546 ▲ | 0.6% | 3,362 | 0.2% | ETF |
BSX Boston Scientific | $256,838 | $17,123 ▼ | -6.3% | 3,750 | 0.2% | Medical |
SPY SPDR S&P 500 ETF Trust | $255,781 | | 0.0% | 489 | 0.2% | Finance |
EMHY iShares J.P. Morgan EM High Yield Bond ETF | $252,796 | $137,187 ▼ | -35.2% | 6,748 | 0.2% | ETF |
IWO iShares Russell 2000 Growth ETF | $250,761 | | 0.0% | 926 | 0.2% | ETF |
SPG Simon Property Group | $250,710 | $29,735 ▼ | -10.6% | 1,602 | 0.2% | Finance |
FTAG First Trust Indxx Global Agriculture ETF | $243,190 | $79,858 ▼ | -24.7% | 9,483 | 0.2% | ETF |
OXY Occidental Petroleum | $227,482 | $3,185 ▼ | -1.4% | 3,500 | 0.1% | Oils/Energy |
ET Energy Transfer | $227,430 | $1,652 ▲ | 0.7% | 14,458 | 0.1% | Oils/Energy |
FTRE Fortrea | $226,831 | $226,831 ▲ | New Holding | 5,651 | 0.1% | Medical |
GS The Goldman Sachs Group | $226,487 | $10,029 ▼ | -4.2% | 542 | 0.1% | Finance |
SNOW Snowflake | $222,200 | $58,176 ▲ | 35.5% | 1,375 | 0.1% | Computer and Technology |
V Visa | $202,271 | $202,271 ▲ | New Holding | 725 | 0.1% | Business Services |
F Ford Motor | $164,939 | $130,544 ▼ | -44.2% | 12,420 | 0.1% | Auto/Tires/Trucks |
GSIT GSI Technology | $79,390 | $35,870 ▲ | 82.4% | 23,350 | 0.0% | Computer and Technology |
SOUN SoundHound AI | $64,790 | $64,790 ▲ | New Holding | 11,000 | 0.0% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $0 | $503,956 ▼ | -100.0% | 0 | 0.0% | ETF |
IFF International Flavors & Fragrances | $0 | $367,604 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
FDX FedEx | $0 | $312,108 ▼ | -100.0% | 0 | 0.0% | Transportation |
NKE NIKE | $0 | $305,824 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
JNJ Johnson & Johnson | $0 | $206,265 ▼ | -100.0% | 0 | 0.0% | Medical |