AAPL Apple | $83,448,068 | $38,813,694 ▲ | 87.0% | 406,726 | 4.3% | Computer and Technology |
SCHG Schwab U.S. Large-Cap Growth ETF | $57,966,372 | $2,577,958 ▲ | 4.7% | 1,984,470 | 3.0% | ETF |
IVV iShares Core S&P 500 ETF | $57,677,834 | $2,979,696 ▲ | 5.4% | 92,894 | 2.9% | ETF |
MSFT Microsoft | $55,299,861 | $8,166,946 ▲ | 17.3% | 111,176 | 2.8% | Computer and Technology |
PWR Quanta Services | $39,412,194 | $8,479,578 ▼ | -17.7% | 104,243 | 2.0% | Construction |
SCHF Schwab International Equity ETF | $33,966,331 | $6,881,100 ▼ | -16.8% | 1,536,938 | 1.7% | ETF |
AVLV Avantis U.S. Large Cap Value ETF | $32,423,431 | $735,850 ▲ | 2.3% | 475,347 | 1.7% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $29,355,583 | $11,797,065 ▲ | 67.2% | 291,994 | 1.5% | ETF |
BND Vanguard Total Bond Market ETF | $25,357,348 | $4,751,857 ▲ | 23.1% | 344,389 | 1.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $25,098,980 | $1,894,223 ▲ | 8.2% | 253,014 | 1.3% | Finance |
PYLD PIMCO Multi Sector Bond Active ETF | $24,436,626 | $12,469,766 ▲ | 104.2% | 920,747 | 1.2% | ETF |
CSCO Cisco Systems | $24,377,954 | $550,807 ▲ | 2.3% | 351,369 | 1.2% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $23,401,985 | $274,703 ▲ | 1.2% | 55,118 | 1.2% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $22,848,252 | $3,143,556 ▼ | -12.1% | 243,611 | 1.2% | ETF |
PAR PAR Technology | $22,663,873 | $54,109 ▼ | -0.2% | 326,710 | 1.2% | Business Services |
SPYV SPDR Portfolio S&P 500 Value ETF | $21,814,117 | $929,663 ▲ | 4.5% | 416,777 | 1.1% | ETF |
PG Procter & Gamble | $21,037,301 | $125,544 ▼ | -0.6% | 132,044 | 1.1% | Consumer Staples |
DBEF Xtrackers MSCI EAFE Hedged Equity ETF | $19,808,158 | $529,769 ▲ | 2.7% | 452,758 | 1.0% | ETF |
HD Home Depot | $19,638,374 | $9,526,424 ▲ | 94.2% | 53,563 | 1.0% | Retail/Wholesale |
JPIE JPMorgan Income ETF | $19,177,474 | $3,091,771 ▲ | 19.2% | 414,021 | 1.0% | ETF |
SCHA Schwab US Small-Cap ETF | $18,400,780 | $2,821,378 ▲ | 18.1% | 727,304 | 0.9% | ETF |
AVGO Broadcom | $17,861,315 | $62,848 ▼ | -0.4% | 64,797 | 0.9% | Computer and Technology |
NVDA NVIDIA | $17,739,907 | $2,178,366 ▲ | 14.0% | 112,285 | 0.9% | Computer and Technology |
AMZN Amazon.com | $17,606,215 | $4,341,715 ▲ | 32.7% | 80,251 | 0.9% | Retail/Wholesale |
VTV Vanguard Value ETF | $16,820,207 | $3,546,826 ▲ | 26.7% | 95,169 | 0.9% | ETF |
WMT Walmart | $16,584,754 | $478,633 ▲ | 3.0% | 169,613 | 0.8% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $16,146,276 | $79,146 ▼ | -0.5% | 55,694 | 0.8% | Finance |
UCON First Trust TCW Unconstrained Plus Bond ETF | $15,894,317 | $1,468,337 ▲ | 10.2% | 638,582 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $15,286,067 | $2,272,411 ▲ | 17.5% | 31,468 | 0.8% | Finance |
ORLY O'Reilly Automotive | $15,114,801 | $15,082,715 ▲ | 47,006.7% | 167,700 | 0.8% | Retail/Wholesale |
VIG Vanguard Dividend Appreciation ETF | $15,089,653 | $25,788 ▲ | 0.2% | 73,727 | 0.8% | ETF |
VOO Vanguard S&P 500 ETF | $15,001,838 | $1,498,480 ▲ | 11.1% | 26,410 | 0.8% | ETF |
JNJ Johnson & Johnson | $14,791,331 | $638,492 ▲ | 4.5% | 96,834 | 0.8% | Medical |
XLK Technology Select Sector SPDR Fund | $14,423,518 | $2,153,221 ▲ | 17.5% | 56,958 | 0.7% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $14,215,487 | $565,177 ▲ | 4.1% | 263,445 | 0.7% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $13,946,278 | $234,609 ▼ | -1.7% | 389,126 | 0.7% | ETF |
KMI Kinder Morgan | $12,385,353 | $440,883 ▲ | 3.7% | 421,270 | 0.6% | Energy |
XOM Exxon Mobil | $12,054,700 | $2,592,367 ▲ | 27.4% | 111,825 | 0.6% | Energy |
J P MORGAN EXCHANGE TRADED F
| $11,888,160 | $468,099 ▲ | 4.1% | 189,967 | 0.6% | HEDGED EQUITY LA |
JEPI JPMorgan Equity Premium Income ETF | $11,801,499 | $1,686,058 ▼ | -12.5% | 207,590 | 0.6% | ETF |
CVX Chevron | $11,310,098 | $435,725 ▲ | 4.0% | 78,987 | 0.6% | Energy |
META Meta Platforms | $11,205,530 | $4,109,629 ▲ | 57.9% | 15,182 | 0.6% | Computer and Technology |
IWD iShares Russell 1000 Value ETF | $10,770,285 | $40,400 ▼ | -0.4% | 55,451 | 0.6% | ETF |
ABBV AbbVie | $10,619,040 | $376,626 ▲ | 3.7% | 57,208 | 0.5% | Medical |
QCOM QUALCOMM | $10,268,126 | $1,128,516 ▲ | 12.3% | 64,474 | 0.5% | Computer and Technology |
CGDV Capital Group Dividend Value ETF | $10,197,187 | $1,593,935 ▲ | 18.5% | 258,222 | 0.5% | ETF |
ULBI Ultralife | $9,814,665 | $9,115 ▲ | 0.1% | 1,092,947 | 0.5% | Computer and Technology |
MO Altria Group | $9,737,831 | $225,314 ▲ | 2.4% | 166,090 | 0.5% | Consumer Staples |
DIVO Amplify CWP Enhanced Dividend Income ETF | $9,710,222 | $323,806 ▲ | 3.4% | 228,207 | 0.5% | ETF |
BK Bank of New York Mellon | $9,655,164 | $128,191 ▲ | 1.3% | 105,973 | 0.5% | Finance |
VUG Vanguard Growth ETF | $9,636,405 | $727,739 ▲ | 8.2% | 21,981 | 0.5% | ETF |
CSPI CSP | $9,578,014 | $514,209 ▲ | 5.7% | 740,187 | 0.5% | Computer and Technology |
VZ Verizon Communications | $9,440,937 | $952,804 ▲ | 11.2% | 218,187 | 0.5% | Computer and Technology |
PSX Phillips 66 | $9,126,106 | $525,517 ▲ | 6.1% | 76,497 | 0.5% | Energy |
VOE Vanguard Mid-Cap Value ETF | $9,111,430 | $262,808 ▲ | 3.0% | 55,402 | 0.5% | ETF |
SO Southern | $9,044,771 | $208,913 ▲ | 2.4% | 98,495 | 0.5% | Utilities |
LMT Lockheed Martin | $8,996,957 | $1,239,826 ▲ | 16.0% | 19,426 | 0.5% | Aerospace |
JSCP JPMorgan Short Duration Core Plus ETF | $8,905,769 | $2,652,370 ▲ | 42.4% | 187,727 | 0.5% | ETF |
RTX RTX | $8,835,510 | $182,379 ▲ | 2.1% | 60,509 | 0.5% | Aerospace |
TSLA Tesla | $8,572,868 | $1,105,439 ▲ | 14.8% | 26,988 | 0.4% | Auto/Tires/Trucks |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $8,391,448 | $294,129 ▼ | -3.4% | 237,853 | 0.4% | ETF |
AMERICAN CENTY ETF TR
| $8,367,285 | $4,888,677 ▲ | 140.5% | 117,783 | 0.4% | AVANTIS US LARG |
SCHM Schwab U.S. Mid-Cap ETF | $8,226,734 | $444,172 ▲ | 5.7% | 293,288 | 0.4% | ETF |
DBND DoubleLine Opportunistic Bond ETF | $8,219,345 | $8,219,345 ▲ | New Holding | 177,754 | 0.4% | ETF |
ADP Automatic Data Processing | $8,197,995 | $151,118 ▲ | 1.9% | 26,582 | 0.4% | Computer and Technology |
GSK GSK | $8,179,196 | $315,571 ▲ | 4.0% | 213,000 | 0.4% | Medical |
VO Vanguard Mid-Cap ETF | $8,161,977 | $125,362 ▲ | 1.6% | 29,168 | 0.4% | ETF |
VB Vanguard Small-Cap ETF | $8,154,426 | $1,029,197 ▲ | 14.4% | 34,410 | 0.4% | ETF |
QQQM Invesco NASDAQ 100 ETF | $8,123,471 | $5,768,641 ▲ | 245.0% | 35,770 | 0.4% | ETF |
PEP PepsiCo | $7,978,862 | $1,127,086 ▲ | 16.4% | 60,428 | 0.4% | Consumer Staples |
NEE NextEra Energy | $7,919,869 | $405,136 ▲ | 5.4% | 114,086 | 0.4% | Utilities |
NSSC NAPCO Security Technologies | $7,905,230 | $3,266 ▼ | 0.0% | 266,259 | 0.4% | Industrials |
AMGN Amgen | $7,805,753 | $332,534 ▲ | 4.4% | 27,957 | 0.4% | Medical |
SCHE Schwab Emerging Markets Equity ETF | $7,562,780 | $1,939,929 ▼ | -20.4% | 250,922 | 0.4% | ETF |
PIMCO ETF TR
| $7,318,634 | $635,397 ▼ | -8.0% | 79,395 | 0.4% | ACTIVE BD ETF |
AVDE Avantis International Equity ETF | $7,314,823 | $57,728 ▼ | -0.8% | 98,836 | 0.4% | ETF |
DUK Duke Energy | $7,298,126 | $6,552,962 ▲ | 879.4% | 61,849 | 0.4% | Utilities |
UPS United Parcel Service | $7,186,270 | $672,164 ▲ | 10.3% | 71,193 | 0.4% | Transportation |
KO CocaCola | $7,149,199 | $105,559 ▲ | 1.5% | 101,049 | 0.4% | Consumer Staples |
DFIV Dimensional International Value ETF | $6,584,955 | $360,672 ▲ | 5.8% | 153,746 | 0.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $6,385,308 | $164,459 ▼ | -2.5% | 240,955 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $6,327,251 | $827,340 ▼ | -11.6% | 138,301 | 0.3% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $6,276,548 | $595,071 ▲ | 10.5% | 226,836 | 0.3% | ETF |
ISHARES BITCOIN TRUST ETF
| $6,232,709 | $835,027 ▲ | 15.5% | 101,825 | 0.3% | SHS BEN INT |
EMR Emerson Electric | $6,152,978 | $483,060 ▲ | 8.5% | 46,148 | 0.3% | Industrials |
AOK iShares Core 30/70 Conservative Allocation ETF | $6,046,903 | $3,913,056 ▲ | 183.4% | 154,771 | 0.3% | ETF |
QQQ Invesco QQQ | $6,015,159 | $548,889 ▲ | 10.0% | 10,904 | 0.3% | Finance |
BITWISE BITCOIN ETF TR
| $5,936,105 | $118,586 ▼ | -2.0% | 101,316 | 0.3% | SHS BEN INT |
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund | $5,765,110 | $963,171 ▲ | 20.1% | 113,109 | 0.3% | ETF |
DGRO iShares Core Dividend Growth ETF | $5,400,488 | $9,399 ▲ | 0.2% | 84,462 | 0.3% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $5,371,118 | $5,371,118 ▲ | New Holding | 98,625 | 0.3% | ETF |
DFUV Dimensional US Marketwide Value ETF | $5,314,759 | $218,080 ▲ | 4.3% | 125,704 | 0.3% | ETF |
BALT Innovator Defined Wealth Shield ETF | $5,299,392 | $619,048 ▲ | 13.2% | 165,193 | 0.3% | ETF |
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF | $5,027,663 | $45,866 ▲ | 0.9% | 120,250 | 0.3% | Manufacturing |
JCPB JPMorgan Core Plus Bond ETF | $5,014,055 | $4,077,561 ▼ | -44.8% | 106,546 | 0.3% | ETF |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $4,950,375 | $570,617 ▼ | -10.3% | 60,711 | 0.3% | ETF |
RDVY First Trust Rising Dividend Achievers ETF | $4,902,605 | $1,162,817 ▲ | 31.1% | 78,142 | 0.3% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $4,851,391 | $268,860 ▲ | 5.9% | 85,097 | 0.2% | ETF |
J P MORGAN EXCHANGE TRADED F
| $4,740,836 | $138,331 ▼ | -2.8% | 73,684 | 0.2% | GLOBAL SEL EQUIT |
PFE Pfizer | $4,739,510 | $39,245 ▲ | 0.8% | 195,524 | 0.2% | Medical |