AAPL Apple | $39,698,477 | $9,460,756 â–¼ | -19.2% | 156,423 | 7.7% | Computer and Technology |
BRK.B Berkshire Hathaway | $31,916,038 | $1,959,441 â–¼ | -5.8% | 66,603 | 6.2% | Finance |
IVV iShares Core S&P 500 ETF | $20,586,782 | $5,188,501 â–² | 33.7% | 31,516 | 4.0% | ETF |
DGRO iShares Core Dividend Growth ETF | $15,099,230 | $1,049,332 â–¼ | -6.5% | 215,150 | 2.9% | ETF |
BUFR FT Vest Laddered Buffer ETF | $11,335,129 | $2,512,419 â–¼ | -18.1% | 335,657 | 2.2% | ETF |
QQQ Invesco QQQ | $11,210,063 | $996,219 â–¼ | -8.2% | 19,422 | 2.2% | Finance |
AMZN Amazon.com | $10,363,529 | $2,777,909 â–¼ | -21.1% | 49,760 | 2.0% | Retail/Wholesale |
NVDA NVIDIA | $10,267,110 | $6,502,858 â–¼ | -38.8% | 58,871 | 2.0% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $9,343,616 | $1,727,887 â–¼ | -15.6% | 29,125 | 1.8% | ETF |
EA SERIES TRUST
| $9,098,177 | $1,467,266 â–² | 19.2% | 182,749 | 1.8% | BUFFERLABS US EQ |
CLOI VanEck CLO ETF | $8,518,550 | $129,537 â–² | 1.5% | 161,642 | 1.6% | ETF |
COST Costco Wholesale | $7,947,372 | $1,092,066 â–¼ | -12.1% | 7,976 | 1.5% | Retail/Wholesale |
AVEM Avantis Emerging Markets Equity ETF | $7,348,586 | $151,168 â–² | 2.1% | 91,196 | 1.4% | ETF |
HEQT Simplify Hedged Equity ETF | $7,155,835 | $2,447,081 â–¼ | -25.5% | 227,169 | 1.4% | ETF |
IVW iShares S&P 500 Growth ETF | $6,938,309 | $537,840 â–¼ | -7.2% | 61,341 | 1.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $6,789,418 | $123,961 â–² | 1.9% | 45,843 | 1.3% | Financial Services |
PGIM ETF TR
| $6,135,058 | $11,945,583 â–¼ | -66.1% | 119,872 | 1.2% | AAA CLO ETF |
J P MORGAN EXCHANGE TRADED F
| $5,917,012 | $1,304,588 â–¼ | -18.1% | 92,584 | 1.1% | HEDGED EQUITY LA |
COWZ Pacer US Cash Cows 100 ETF | $5,830,838 | $1,178,192 â–¼ | -16.8% | 93,204 | 1.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $5,736,790 | $202,028 â–¼ | -3.4% | 186,988 | 1.1% | ETF |
IGRO iShares International Dividend Growth ETF | $5,610,645 | $1,310,577 â–¼ | -18.9% | 66,977 | 1.1% | ETF |
JPM JPMorgan Chase & Co. | $5,577,992 | $1,003,991 â–¼ | -15.3% | 18,962 | 1.1% | Finance |
GOOG Alphabet | $5,440,662 | $2,738,117 â–¼ | -33.5% | 18,966 | 1.1% | Computer and Technology |
MSFT Microsoft | $5,195,350 | $2,310,978 â–¼ | -30.8% | 14,035 | 1.0% | Computer and Technology |
SPLG SPDR Portfolio S&P 500 ETF | $5,141,982 | $1,228,549 â–² | 31.4% | 67,180 | 1.0% | ETF |
WALMART INC
| $4,997,325 | $3,083,652 â–¼ | -38.2% | 40,210 | 1.0% | COM |
FTLS First Trust Long/Short Equity ETF | $4,939,375 | $1,806,716 â–¼ | -26.8% | 70,201 | 1.0% | ETF |
UNP Union Pacific | $4,904,970 | $40,760 â–¼ | -0.8% | 20,217 | 0.9% | Transportation |
CASY Casey's General Stores | $4,872,622 | $1,521,330 â–¼ | -23.8% | 6,694 | 0.9% | Retail/Wholesale |
CVX Chevron | $4,530,063 | $938,496 â–¼ | -17.2% | 21,895 | 0.9% | Energy |
SCHZ Schwab U.S. Aggregate Bond ETF | $4,455,519 | $111,247 â–² | 2.6% | 191,883 | 0.9% | ETF |
JNJ Johnson & Johnson | $4,249,510 | $3,434,318 â–¼ | -44.7% | 17,385 | 0.8% | Medical |
IVE iShares S&P 500 Value ETF | $4,135,403 | $559,552 â–¼ | -11.9% | 19,585 | 0.8% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $3,820,267 | $1,771,297 â–¼ | -31.7% | 39,018 | 0.7% | ETF |
GOOGL Alphabet | $3,796,604 | $651,602 â–¼ | -14.6% | 13,203 | 0.7% | Computer and Technology |
ABBV AbbVie | $3,700,650 | $739,913 â–¼ | -16.7% | 17,015 | 0.7% | Medical |
AGOX Adaptive Alpha Opportunities ETF | $3,556,943 | $1,080,667 â–¼ | -23.3% | 133,619 | 0.7% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $3,362,937 | $529,092 â–¼ | -13.6% | 57,802 | 0.6% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $3,111,254 | $952,890 â–¼ | -23.4% | 32,174 | 0.6% | ETF |
META Meta Platforms | $3,046,596 | $1,017,821 â–¼ | -25.0% | 5,325 | 0.6% | Computer and Technology |
XOM ExxonMobil | $3,016,696 | $1,002,511 â–² | 49.8% | 17,781 | 0.6% | Energy |
EPS WisdomTree U.S. LargeCap Fund | $2,856,013 | $2,210,257 â–² | 342.3% | 41,932 | 0.6% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $2,804,378 | $1,695,433 â–² | 152.9% | 28,250 | 0.5% | Finance |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $2,804,260 | $35,519 â–¼ | -1.3% | 78,793 | 0.5% | ETF |
MCK McKesson | $2,732,171 | $38,079 â–² | 1.4% | 3,157 | 0.5% | Medical |
PEP PepsiCo | $2,731,675 | $1,274,761 â–¼ | -31.8% | 17,591 | 0.5% | Consumer Staples |
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $2,680,130 | $130,975 â–² | 5.1% | 58,442 | 0.5% | ETF |
ICOW Pacer Developed Markets International Cash Cows 100 ETF | $2,651,983 | $823,800 â–¼ | -23.7% | 62,488 | 0.5% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $2,589,964 | $66,514 â–² | 2.6% | 56,072 | 0.5% | Manufacturing |
TDV ProShares S&P Technology Dividend Aristocrats ETF | $2,525,797 | $671,581 â–¼ | -21.0% | 29,817 | 0.5% | ETF |
EMR Emerson Electric | $2,490,340 | $953,842 â–¼ | -27.7% | 19,007 | 0.5% | Industrials |
LECO Lincoln Electric | $2,485,901 | $819,999 â–¼ | -24.8% | 9,980 | 0.5% | Industrials |
ALB Albemarle | $2,469,725 | $1,140,522 â–¼ | -31.6% | 13,757 | 0.5% | Basic Materials |
FLTR VanEck IG Floating Rate ETF | $2,442,484 | $568,764 â–¼ | -18.9% | 95,859 | 0.5% | ETF |
O Realty Income | $2,440,869 | $891,627 â–¼ | -26.8% | 39,897 | 0.5% | Finance |
IBM International Business Machines | $2,414,849 | $969,284 â–¼ | -28.6% | 9,963 | 0.5% | Computer and Technology |
FLBL Franklin Senior Loan ETF | $2,390,181 | $648,898 â–¼ | -21.4% | 103,921 | 0.5% | ETF |
VZ Verizon Communications | $2,388,510 | $1,103,293 â–¼ | -31.6% | 47,580 | 0.5% | Computer and Technology |
AMGN Amgen | $2,385,697 | $919,795 â–¼ | -27.8% | 6,780 | 0.5% | Medical |
JCPB JPMorgan Core Plus Bond ETF | $2,381,469 | $1,699,180 â–² | 249.0% | 50,583 | 0.5% | ETF |
MSM MSC Industrial Direct | $2,377,853 | $1,044,203 â–¼ | -30.5% | 25,771 | 0.5% | Industrials |
JIRE JPMorgan International Research Enhanced Equity ETF | $2,367,632 | $1,846,768 â–² | 354.6% | 31,260 | 0.5% | ETF |
BKE Buckle | $2,338,139 | $9,921 â–¼ | -0.4% | 46,428 | 0.5% | Retail/Wholesale |
TSN Tyson Foods | $2,296,501 | $838,603 â–¼ | -26.7% | 35,844 | 0.4% | Consumer Staples |
TSLA Tesla | $2,273,809 | $1,807,673 â–¼ | -44.3% | 6,117 | 0.4% | Auto/Tires/Trucks |
XLV Health Care Select Sector SPDR Fund | $2,271,434 | $39,292 â–² | 1.8% | 15,493 | 0.4% | ETF |
CFR Cullen/Frost Bankers | $2,240,201 | $806,730 â–¼ | -26.5% | 16,342 | 0.4% | Finance |
BLACKROCK ETF TRUST
| $2,206,532 | $2,206,532 â–² | New Holding | 68,626 | 0.4% | ISHARES INTL CTR |
VALUED ADVISERS TR
| $2,172,904 | $613,282 â–¼ | -22.0% | 85,179 | 0.4% | REGAN FLTG RATE |
NUE Nucor | $2,120,925 | $1,287,910 â–¼ | -37.8% | 12,542 | 0.4% | Basic Materials |
GGG Graco | $2,097,974 | $847,942 â–¼ | -28.8% | 24,784 | 0.4% | Industrials |
J P MORGAN EXCHANGE TRADED F
| $2,072,061 | $1,621,502 â–² | 359.9% | 31,746 | 0.4% | GLOBAL SEL EQUIT |
ACWX iShares MSCI ACWI ex U.S. ETF | $2,045,952 | $2,045,952 â–² | New Holding | 29,881 | 0.4% | Manufacturing |
XLF Financial Select Sector SPDR Fund | $2,003,558 | $78,302 â–¼ | -3.8% | 40,582 | 0.4% | ETF |
LMT Lockheed Martin | $2,000,361 | $869,643 â–¼ | -30.3% | 3,310 | 0.4% | Aerospace |
MBB iShares MBS ETF | $1,976,846 | $67,984 â–² | 3.6% | 20,820 | 0.4% | ETF |
JAVA JPMorgan Active Value ETF | $1,965,090 | $1,548,868 â–² | 372.1% | 27,388 | 0.4% | ETF |
JGRO JPMorgan Active Growth ETF | $1,939,988 | $1,412,499 â–² | 267.8% | 22,953 | 0.4% | ETF |
TXN Texas Instruments | $1,923,360 | $1,069,331 â–¼ | -35.7% | 9,907 | 0.4% | Computer and Technology |
SEMI Columbia Select Technology ETF | $1,860,190 | $686,578 â–¼ | -27.0% | 64,426 | 0.4% | ETF |
BSEP Innovator U.S. Equity Buffer ETF - September | $1,837,271 | $7,357 â–¼ | -0.4% | 38,210 | 0.4% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $1,800,266 | $1,800,266 â–² | New Holding | 78,580 | 0.3% | ETF |
MA Mastercard | $1,774,116 | $716,441 â–¼ | -28.8% | 3,551 | 0.3% | Business Services |
APD Air Products and Chemicals | $1,700,157 | $798,229 â–¼ | -31.9% | 5,853 | 0.3% | Basic Materials |
BLACKROCK ETF TRUST
| $1,681,242 | $87,021 â–² | 5.5% | 51,024 | 0.3% | ISHARES A I INNO |
RPM RPM International | $1,620,760 | $681,306 â–¼ | -29.6% | 16,305 | 0.3% | Basic Materials |
QUAL iShares MSCI USA Quality Factor ETF | $1,611,836 | $66,560 â–¼ | -4.0% | 8,403 | 0.3% | ETF |
GPC Genuine Parts | $1,609,349 | $773,372 â–¼ | -32.5% | 15,218 | 0.3% | Retail/Wholesale |
DOV Dover | $1,608,938 | $683,262 â–¼ | -29.8% | 7,719 | 0.3% | Industrials |
GLD SPDR Gold Shares | $1,589,491 | $140,275 â–¼ | -8.1% | 3,694 | 0.3% | Finance |
SPMO Invesco S&P 500 Momentum ETF | $1,561,861 | $97,981 â–² | 6.7% | 13,932 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,537,923 | $1,103,470 â–² | 254.0% | 16,988 | 0.3% | ETF |
HIGH Simplify Enhanced Income ETF | $1,527,261 | $457,658 â–¼ | -23.1% | 71,568 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $1,518,111 | $1,139,513 â–¼ | -42.9% | 20,418 | 0.3% | ETF |
HD Home Depot | $1,514,419 | $172,654 â–² | 12.9% | 4,605 | 0.3% | Retail/Wholesale |
BTHM BlackRock Future U.S. Themes ETF | $1,457,392 | $56,866 â–² | 4.1% | 40,237 | 0.3% | ETF |
BRK.A Berkshire Hathaway | $1,436,280 | | 0.0% | 2 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $1,359,114 | $1,418,749 â–¼ | -51.1% | 19,486 | 0.3% | ETF |
TMO Thermo Fisher Scientific | $1,306,078 | $648,369 â–¼ | -33.2% | 2,657 | 0.3% | Medical |
BRO Brown & Brown | $1,303,682 | $684,642 â–¼ | -34.4% | 19,992 | 0.3% | Finance |
