AAPL Apple | $23,466,937 | $1,925,650 ▲ | 8.9% | 92,069 | 3.6% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $22,353,470 | $21,812,902 ▲ | 4,035.2% | 150,934 | 3.4% | ETF |
VTI Vanguard Total Stock Market ETF | $18,384,510 | $18,356,599 ▲ | 65,769.0% | 57,306 | 2.8% | ETF |
TPC Tutor Perini | $16,891,647 | $585,872 ▼ | -3.4% | 218,832 | 2.6% | Construction |
QQQ Invesco QQQ | $16,670,554 | $15,689,899 ▲ | 1,599.9% | 28,882 | 2.6% | Finance |
ETON Eton Pharmaceuticals | $11,535,814 | $11,523,474 ▲ | 93,383.0% | 467,415 | 1.8% | Medical |
GOOGL Alphabet | $10,735,649 | $10,548,732 ▲ | 5,643.5% | 37,333 | 1.6% | Computer and Technology |
MSFT Microsoft | $10,502,056 | $251,497 ▲ | 2.5% | 28,312 | 1.6% | Computer and Technology |
IEFA iShares Core MSCI EAFE ETF | $10,291,354 | $10,209,876 ▲ | 12,530.9% | 113,678 | 1.6% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $8,498,881 | $8,325,157 ▲ | 4,792.2% | 85,613 | 1.3% | Finance |
NVDA NVIDIA | $8,228,190 | $98,852 ▲ | 1.2% | 46,613 | 1.3% | Computer and Technology |
AVGO Broadcom | $7,875,702 | $6,242 ▲ | 0.1% | 25,234 | 1.2% | Computer and Technology |
AMZN Amazon.com | $7,818,063 | $3,762,409 ▲ | 92.8% | 37,538 | 1.2% | Retail/Wholesale |
GLD SPDR Gold Shares | $7,290,543 | $7,150,696 ▲ | 5,113.2% | 16,943 | 1.1% | Finance |
META Meta Platforms | $7,220,283 | $5,594,732 ▲ | 344.2% | 12,619 | 1.1% | Computer and Technology |
UBER Uber Technologies | $6,861,059 | $5,267,302 ▲ | 330.5% | 95,385 | 1.1% | Computer and Technology |
VCR Vanguard Consumer Discretionary ETF | $6,804,828 | $5,881,026 ▲ | 636.6% | 18,953 | 1.0% | ETF |
PBI Pitney Bowes | $6,784,859 | $48,068 ▼ | -0.7% | 614,014 | 1.0% | Computer and Technology |
HROW Harrow | $6,555,815 | $161,316 ▲ | 2.5% | 185,926 | 1.0% | Medical |
COHR Coherent | $6,470,213 | $1,038,771 ▼ | -13.8% | 27,151 | 1.0% | Business Services |
VIG Vanguard Dividend Appreciation ETF | $6,184,605 | $5,396,609 ▲ | 684.9% | 28,757 | 0.9% | ETF |
CAPITAL GROUP
| $5,968,940 | $935,781 ▲ | 18.6% | 173,465 | 0.9% | ETF |
GOOG Alphabet | $5,947,921 | $2,797,824 ▲ | 88.8% | 20,734 | 0.9% | Computer and Technology |
AVUV Avantis U.S. Small Cap Value ETF | $5,685,489 | $5,191,132 ▲ | 1,050.1% | 51,466 | 0.9% | ETF |
SDY SPDR S&P Dividend ETF | $5,627,119 | $153,532 ▲ | 2.8% | 38,557 | 0.9% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $5,591,387 | $5,211,425 ▲ | 1,371.6% | 121,051 | 0.9% | Manufacturing |
SCHWAB MUNICIPAL MONEY ULTRA
| $5,449,857 | $2,540,000 ▼ | -31.8% | 5,449,857 | 0.8% | ETF |
MUB iShares National Muni Bond ETF | $5,022,158 | $4,947,852 ▲ | 6,658.7% | 47,311 | 0.8% | ETF |
MU Micron Technology | $4,825,117 | $972,919 ▼ | -16.8% | 13,812 | 0.7% | Computer and Technology |
AMZN Amazon.com | $4,616,540 | $532,686 ▲ | 13.0% | 22,013 | 0.7% | Retail/Wholesale |
XLK Technology Select Sector SPDR Fund | $4,598,145 | $3,736,408 ▲ | 433.6% | 34,598 | 0.7% | ETF |
XLV Health Care Select Sector SPDR Fund | $4,591,882 | $4,424,745 ▲ | 2,647.4% | 31,320 | 0.7% | ETF |
QQQM Invesco NASDAQ 100 ETF | $4,496,495 | $4,231,548 ▲ | 1,597.1% | 18,923 | 0.7% | ETF |
MLN VanEck Long Muni ETF | $4,260,888 | $535,236 ▲ | 14.4% | 244,316 | 0.7% | ETF |
FCAL First Trust California Municipal High Income ETF | $4,047,359 | $2,869,110 ▲ | 243.5% | 82,785 | 0.6% | ETF |
SMH VanEck Semiconductor ETF | $4,031,067 | $3,858,537 ▲ | 2,236.4% | 10,514 | 0.6% | Manufacturing |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,029,393 | $3,974,079 ▲ | 7,184.5% | 40,065 | 0.6% | ETF |
URI United Rentals | $4,018,011 | $3,959,726 ▲ | 6,793.8% | 5,515 | 0.6% | Construction |
IEMG iShares Core MSCI Emerging Markets ETF | $3,617,497 | $3,509,104 ▲ | 3,237.4% | 51,863 | 0.6% | ETF |
ABBV AbbVie | $3,604,339 | $15,586 ▼ | -0.4% | 16,650 | 0.6% | Medical |
BCO Brink's | $3,541,921 | $404,681 ▲ | 12.9% | 34,178 | 0.5% | Business Services |
VXUS Vanguard Total International Stock ETF | $3,481,980 | $79,423 ▲ | 2.3% | 45,156 | 0.5% | ETF |
AMGN Amgen | $3,444,765 | $37,203 ▼ | -1.1% | 9,815 | 0.5% | Medical |
SHOPIFY INC
| $3,389,568 | $2,144,888 ▲ | 172.3% | 28,575 | 0.5% | COM |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,289,304 | $2,975,456 ▲ | 948.1% | 75,460 | 0.5% | Manufacturing |
GOOG Alphabet | $3,233,465 | | 0.0% | 10,981 | 0.5% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $3,222,806 | $3,143,813 ▲ | 3,979.9% | 65,278 | 0.5% | ETF |
FMB First Trust Managed Municipal ETF | $3,211,523 | $2,843,424 ▲ | 772.5% | 63,393 | 0.5% | Manufacturing |
NOC Northrop Grumman | $3,199,887 | $984,202 ▲ | 44.4% | 4,555 | 0.5% | Aerospace |
XLE Energy Select Sector SPDR Fund | $3,145,141 | $2,678,332 ▲ | 573.8% | 51,340 | 0.5% | ETF |
FIDELITY ADVISOR INTERM MUNI INC I
| $3,133,408 | $1,069,238 ▲ | 51.8% | 307,196 | 0.5% | MUNI |
IJR iShares Core S&P Small-Cap ETF | $3,113,183 | $3,110,697 ▲ | 125,115.0% | 25,043 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $2,972,275 | $2,463,644 ▲ | 484.4% | 58,729 | 0.5% | ETF |
VHT Vanguard Health Care ETF | $2,922,113 | $2,649,782 ▲ | 973.0% | 10,730 | 0.4% | ETF |
IBB iShares Biotechnology ETF | $2,883,457 | $2,714,597 ▲ | 1,607.6% | 17,076 | 0.4% | Finance |
QCOM Qualcomm | $2,859,021 | $57,627 ▼ | -2.0% | 22,276 | 0.4% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $2,754,343 | $6,771 ▲ | 0.2% | 33,357 | 0.4% | Manufacturing |
GOOGL Alphabet | $2,688,845 | $2,496,595 ▲ | 1,298.6% | 9,091 | 0.4% | Computer and Technology |
CVS CVS Health | $2,648,679 | $2,327,999 ▲ | 726.0% | 36,879 | 0.4% | Medical |
FDN First Trust Dow Jones Internet Index Fund | $2,576,447 | $2,471,133 ▲ | 2,346.4% | 11,009 | 0.4% | ETF |
GILD Gilead Sciences | $2,533,973 | $1,839,329 ▲ | 264.8% | 18,181 | 0.4% | Medical |
SPLB SPDR Portfolio Long Term Corporate Bond ETF | $2,487,259 | $595,700 ▲ | 31.5% | 111,937 | 0.4% | ETF |
SCHWAB MUNICIPAL MONEY INV
| $2,412,470 | $458,231 ▲ | 23.4% | 2,412,470 | 0.4% | ETF |
TRMB Trimble | $2,411,394 | $893,991 ▲ | 58.9% | 36,967 | 0.4% | Industrials |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $2,401,624 | $2,361,124 ▲ | 5,830.0% | 20,755 | 0.4% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,368,156 | $57,083 ▼ | -2.4% | 29,953 | 0.4% | ETF |
CMF iShares California Muni Bond ETF | $2,320,786 | $2,269,611 ▲ | 4,435.0% | 40,815 | 0.4% | ETF |
ORCL Oracle | $2,310,862 | $17,495 ▼ | -0.8% | 15,718 | 0.4% | Computer and Technology |
VDC Vanguard Consumer Staples ETF | $2,301,186 | $2,121,511 ▲ | 1,180.8% | 10,246 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,271,180 | $2,019,477 ▲ | 802.3% | 3,492 | 0.3% | Finance |
AMAT Applied Materials | $2,256,156 | $2,081,160 ▲ | 1,189.3% | 6,601 | 0.3% | Computer and Technology |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $2,231,908 | $1,684,526 ▲ | 307.7% | 44,240 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $2,146,870 | $1,984,466 ▲ | 1,221.9% | 8,196 | 0.3% | ETF |
NOC Northrop Grumman | $2,144,962 | $6,822 ▼ | -0.3% | 3,144 | 0.3% | Aerospace |
BX Blackstone | $2,108,829 | $740,343 ▲ | 54.1% | 18,344 | 0.3% | Finance |
SNOW Snowflake | $2,060,049 | $1,635,039 ▲ | 384.7% | 13,659 | 0.3% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $2,025,391 | $1,780,757 ▲ | 727.9% | 37,472 | 0.3% | ETF |
THORNBURG INTERMEDIATE MUNICIPAL INST
| $2,010,141 | $1,558,004 ▲ | 344.6% | 152,978 | 0.3% | MUNI |
ADBE Adobe | $1,962,309 | $1,894,978 ▲ | 2,814.4% | 8,073 | 0.3% | Computer and Technology |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $1,939,494 | $184,351 ▲ | 10.5% | 19,358 | 0.3% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $1,913,294 | $1,711,946 ▲ | 850.2% | 23,338 | 0.3% | ETF |
HPE Hewlett Packard Enterprise | $1,888,137 | $1,877,875 ▲ | 18,299.1% | 79,300 | 0.3% | Computer and Technology |
FDVV Fidelity High Dividend ETF | $1,871,502 | $130,810 ▲ | 7.5% | 33,879 | 0.3% | ETF |
PGIM AAA
| $1,871,114 | $769,553 ▲ | 69.9% | 36,559 | 0.3% | ETF |
ICF iShares Select U.S. REIT ETF | $1,844,766 | $407,796 ▲ | 28.4% | 29,807 | 0.3% | ETF |
FDX FedEx | $1,835,386 | $39,907 ▼ | -2.1% | 5,151 | 0.3% | Transportation |
FVD First Trust Value Line Dividend Index Fund | $1,822,084 | $1,445,844 ▲ | 384.3% | 38,743 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,812,781 | $37,603 ▼ | -2.0% | 12,727 | 0.3% | ETF |
LLY Eli Lilly and Company | $1,807,479 | $1,531,528 ▲ | 555.0% | 1,965 | 0.3% | Medical |
BNDX Vanguard Total International Bond ETF | $1,788,127 | $1,781,928 ▲ | 28,747.3% | 37,213 | 0.3% | ETF |
IAU iShares Gold Trust | $1,786,827 | $1,769,195 ▲ | 10,034.0% | 20,268 | 0.3% | Finance |
CRM Salesforce | $1,786,245 | $862,402 ▲ | 93.3% | 9,565 | 0.3% | Computer and Technology |
CRWD CrowdStrike | $1,785,831 | $1,729,609 ▲ | 3,076.4% | 4,574 | 0.3% | Computer and Technology |
SBUX Starbucks | $1,727,444 | $17,971 ▲ | 1.1% | 19,225 | 0.3% | Retail/Wholesale |
COLUMBIA INTL
| $1,726,741 | $152,263 ▼ | -8.1% | 44,228 | 0.3% | ETF |
CGDV Capital Group Dividend Value ETF | $1,669,776 | $595,574 ▲ | 55.4% | 39,251 | 0.3% | ETF |
META Meta Platforms | $1,660,763 | $28,723 ▲ | 1.8% | 2,891 | 0.3% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $1,649,215 | $1,615,634 ▲ | 4,811.2% | 22,395 | 0.3% | ETF |
UBER Uber Technologies | $1,632,564 | $40,805 ▲ | 2.6% | 22,725 | 0.3% | Computer and Technology |
LAM RESEARCH
| $1,632,362 | $1,502,029 ▲ | 1,152.5% | 7,640 | 0.3% | COM |
