AAPL Apple | $31,115,157 | $445,040 ▲ | 1.5% | 93,337 | 4.0% | Technology |
VYM Vanguard High Dividend Yield ETF | $23,451,040 | $22,865,160 ▲ | 3,902.7% | 151,102 | 3.0% | ETF |
VTI Vanguard Total Stock Market ETF | $22,440,001 | $22,273,463 ▲ | 13,374.4% | 59,961 | 2.9% | ETF |
QQQ Invesco QQQ | $22,178,515 | $21,035,560 ▲ | 1,840.5% | 29,980 | 2.8% | ETF |
ETON Eton Pharmaceuticals | $20,641,600 | $20,615,855 ▲ | 80,077.0% | 400,885 | 2.6% | Healthcare |
TPC Tutor Perini | $16,422,059 | $19,805 ▲ | 0.1% | 199,007 | 2.1% | Industrials |
MSFT Microsoft | $14,959,625 | $27,244 ▲ | 0.2% | 29,102 | 1.9% | Technology |
GOOGL Alphabet | $12,849,186 | $12,625,530 ▲ | 5,645.1% | 37,343 | 1.6% | Communication Services |
IEFA iShares Core MSCI EAFE ETF | $11,611,835 | $11,534,330 ▲ | 14,882.1% | 119,857 | 1.5% | ETF |
NVDA NVIDIA | $11,577,142 | $505,121 ▲ | 4.6% | 49,850 | 1.5% | Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $10,060,591 | $9,824,240 ▲ | 4,156.6% | 106,416 | 1.3% | ETF |
PBI Pitney Bowes | $9,736,349 | $83,640 ▼ | -0.9% | 596,590 | 1.2% | Industrials |
AMZN Amazon.com | $9,531,513 | $4,007,092 ▲ | 72.5% | 38,256 | 1.2% | Consumer Discretionary |
META Meta Platforms | $9,402,080 | $7,247,542 ▲ | 336.4% | 12,965 | 1.2% | Communication Services |
AVGO Broadcom | $8,708,609 | $77,711 ▼ | -0.9% | 24,654 | 1.1% | Technology |
CAPITAL GROUP
| $7,868,406 | $7,846,356 ▲ | 35,584.2% | 214,105 | 1.0% | ETF |
COHR Coherent | $7,736,119 | $8,645 ▲ | 0.1% | 26,846 | 1.0% | Technology |
GLD SPDR Gold Shares | $7,453,912 | $7,263,489 ▲ | 3,814.4% | 19,572 | 0.9% | ETF |
HROW Harrow | $7,223,096 | $322,616 ▲ | 4.7% | 234,526 | 0.9% | Healthcare |
GOOG Alphabet | $7,046,789 | $3,328,824 ▲ | 89.5% | 20,680 | 0.9% | Communication Services |
VCR Vanguard Consumer Discretionary ETF | $6,921,383 | $5,983,045 ▲ | 637.6% | 18,979 | 0.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $6,674,529 | $5,819,652 ▲ | 680.8% | 28,607 | 0.9% | ETF |
UBER Uber Technologies | $6,588,281 | $4,977,333 ▲ | 309.0% | 96,165 | 0.8% | Industrials |
XLK Technology Select Sector SPDR Fund | $6,524,455 | $5,274,766 ▲ | 422.1% | 33,330 | 0.8% | ETF |
SCHWAB MUNICIPAL MONEY ULTRA
| $6,174,857 | $800,000 ▼ | -11.5% | 6,174,857 | 0.8% | MMN |
SMH VanEck Semiconductor ETF | $6,156,990 | $5,706,330 ▲ | 1,266.2% | 10,110 | 0.8% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $6,033,343 | $5,480,403 ▲ | 991.1% | 51,229 | 0.8% | ETF |
SDY SPDR S&P Dividend ETF | $5,792,859 | $5,778,211 ▲ | 39,447.0% | 39,547 | 0.7% | ETF |
MU Micron Technology | $5,785,736 | $311,929 ▲ | 5.7% | 5,379 | 0.7% | Technology |
AMZN Amazon.com | $5,743,692 | $168,466 ▲ | 3.0% | 22,843 | 0.7% | Consumer Discretionary |
QQQM Invesco NASDAQ 100 ETF | $5,740,973 | $5,224,605 ▲ | 1,011.8% | 18,845 | 0.7% | ETF |
MU Micron Technology | $5,641,304 | $220,497 ▲ | 4.1% | 5,296 | 0.7% | Technology |
MUB iShares National Muni Bond ETF | $5,520,029 | $5,449,258 ▲ | 7,699.9% | 54,599 | 0.7% | ETF |
URI United Rentals | $5,512,299 | $5,432,237 ▲ | 6,785.0% | 5,508 | 0.7% | Industrials |
XLV Health Care Select Sector SPDR Fund | $5,485,924 | $5,289,709 ▲ | 2,695.9% | 32,572 | 0.7% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $5,361,810 | $4,984,133 ▲ | 1,319.7% | 121,610 | 0.7% | ETF |
HPE Hewlett Packard Enterprise | $5,154,968 | $5,127,431 ▲ | 18,620.4% | 80,685 | 0.7% | Technology |
SNOW Snowflake | $4,663,516 | $3,664,531 ▲ | 366.8% | 13,734 | 0.6% | Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $4,655,223 | $4,488,600 ▲ | 2,693.9% | 57,358 | 0.6% | ETF |
MLN VanEck Long Muni ETF | $4,450,673 | $32,421 ▲ | 0.7% | 272,629 | 0.6% | ETF |
ABBV AbbVie | $4,315,966 | $28,791 ▼ | -0.7% | 16,490 | 0.5% | Healthcare |
AMD Advanced Micro Devices | $4,243,777 | $310,774 ▲ | 7.9% | 6,937 | 0.5% | Technology |
SHOPIFY INC
| $4,163,523 | $2,591,543 ▲ | 164.9% | 28,075 | 0.5% | COM |
AMD Advanced Micro Devices | $4,107,102 | $31,695 ▲ | 0.8% | 6,479 | 0.5% | Technology |
AMGN Amgen | $4,090,484 | $6,260 ▼ | -0.2% | 9,801 | 0.5% | Healthcare |
QCOM Qualcomm | $4,057,203 | $9,211 ▼ | -0.2% | 22,024 | 0.5% | Technology |
VXUS Vanguard Total International Stock ETF | $4,014,773 | $44,265 ▲ | 1.1% | 47,254 | 0.5% | ETF |
BCO Brink's | $4,012,690 | $3,535 ▼ | -0.1% | 39,733 | 0.5% | Industrials |
FCAL First Trust California Municipal High Income ETF | $3,915,415 | $2,865,879 ▲ | 273.1% | 84,685 | 0.5% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $3,725,557 | $3,477,193 ▲ | 1,400.0% | 37,051 | 0.5% | ETF |
GOOG Alphabet | $3,713,558 | | 0.0% | 10,911 | 0.5% | Communication Services |
ADV INTER MUN INCOME FD CL I
| $3,706,920 | $396,971 ▲ | 12.0% | 380,197 | 0.5% | MFB |
PLSE Pulse Biosciences | $3,695,527 | $186,651 ▼ | -4.8% | 74,029 | 0.5% | Healthcare |
IBB iShares Biotechnology ETF | $3,581,195 | $3,318,027 ▲ | 1,260.8% | 17,010 | 0.5% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $3,533,528 | $365,565 ▲ | 11.5% | 43,516 | 0.5% | ETF |
XLF Financial Select Sector SPDR Fund | $3,497,230 | $3,395,770 ▲ | 3,346.9% | 65,491 | 0.4% | ETF |
TRMB Trimble | $3,443,370 | $41,120 ▼ | -1.2% | 60,293 | 0.4% | Technology |
IJR iShares Core S&P Small-Cap ETF | $3,430,602 | $3,427,881 ▲ | 125,985.0% | 25,217 | 0.4% | ETF |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,407,789 | $3,059,057 ▲ | 877.2% | 82,573 | 0.4% | ETF |
TSLA Tesla | $3,377,325 | $1,955,506 ▲ | 137.5% | 9,214 | 0.4% | Consumer Discretionary |
VHT Vanguard Health Care ETF | $3,349,813 | $3,065,341 ▲ | 1,077.6% | 10,598 | 0.4% | ETF |
AMAT Applied Materials | $3,298,912 | $3,037,085 ▲ | 1,160.0% | 6,451 | 0.4% | Technology |
CRWD CrowdStrike | $3,162,439 | $3,027,152 ▲ | 2,237.6% | 11,945 | 0.4% | Technology |
XLE Energy Select Sector SPDR Fund | $3,136,070 | $2,661,290 ▲ | 560.5% | 50,993 | 0.4% | ETF |
GOOGL Alphabet | $3,126,193 | $2,902,918 ▲ | 1,300.2% | 9,101 | 0.4% | Communication Services |
SPLB SPDR Portfolio Long Term Corporate Bond ETF | $3,045,191 | $3,004,431 ▲ | 7,371.0% | 149,420 | 0.4% | ETF |
FMB First Trust Managed Municipal ETF | $2,901,974 | $2,444,140 ▲ | 533.8% | 60,634 | 0.4% | ETF |
ADBE Adobe | $2,840,460 | $63,574 ▼ | -2.2% | 11,840 | 0.4% | Technology |
STX Seagate Technology | $2,813,137 | $2,647,116 ▲ | 1,594.4% | 3,050 | 0.4% | Technology |
TRANSAMERICA INTERMEDIATE MUNI I
| $2,795,235 | $1,089,199 ▲ | 63.8% | 274,581 | 0.4% | MFB |
PGIM AAA
| $2,780,718 | $2,605,048 ▲ | 1,482.9% | 54,215 | 0.4% | ETF |
AOR iShares Core 60/40 Balanced Allocation ETF | $2,737,374 | $626,273 ▲ | 29.7% | 39,950 | 0.3% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $2,709,066 | $40,779 ▼ | -1.5% | 29,430 | 0.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,691,406 | $2,508,369 ▲ | 1,370.4% | 3,529 | 0.3% | ETF |
GILD Gilead Sciences | $2,676,544 | $1,933,664 ▲ | 260.3% | 17,957 | 0.3% | Healthcare |
CVS CVS Health | $2,659,863 | $2,577,171 ▲ | 3,116.6% | 31,040 | 0.3% | Healthcare |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $2,617,359 | $2,591,770 ▲ | 10,128.5% | 20,457 | 0.3% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,530,305 | $264,221 ▲ | 11.7% | 15,217 | 0.3% | ETF |
SCHWAB MUNICIPAL MONEY INV
| $2,512,815 | $252,536 ▲ | 11.2% | 2,527,815 | 0.3% | MMN |
LAM RESEARCH
| $2,509,816 | $2,309,425 ▲ | 1,152.5% | 7,640 | 0.3% | COM |
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
| $2,482,359 | $1,121,711 ▲ | 82.4% | 2,490,931 | 0.3% | MMN |
CRM Salesforce | $2,450,730 | $37,987 ▲ | 1.6% | 10,645 | 0.3% | Technology |
FVD First Trust Value Line Dividend Index Fund | $2,419,805 | $2,044,525 ▲ | 544.8% | 51,584 | 0.3% | ETF |
FDVV Fidelity High Dividend ETF | $2,416,503 | $148,306 ▲ | 6.5% | 39,790 | 0.3% | ETF |
RVTY Revvity | $2,359,362 | | 0.0% | 15,431 | 0.3% | Healthcare |
VB Vanguard Small-Cap ETF | $2,340,977 | $2,129,014 ▲ | 1,004.4% | 8,228 | 0.3% | ETF |
FDN First Trust Dow Jones Internet Index Fund | $2,326,071 | $2,196,268 ▲ | 1,692.0% | 8,064 | 0.3% | ETF |
THORNBURG MULTI
| $2,317,603 | $1,890,024 ▲ | 442.0% | 94,313 | 0.3% | ETF |
THORNBURG INTERMEDIATE MUNICIPAL INST
| $2,287,773 | $261,083 ▲ | 12.9% | 182,438 | 0.3% | MFB |
LLY Eli Lilly and Company | $2,273,824 | $1,949,819 ▲ | 601.8% | 1,965 | 0.3% | Healthcare |
VDC Vanguard Consumer Staples ETF | $2,231,230 | $2,034,838 ▲ | 1,036.1% | 10,225 | 0.3% | ETF |
ORCL Oracle | $2,230,743 | $41,527 ▲ | 1.9% | 16,169 | 0.3% | Technology |
VWO Vanguard FTSE Emerging Markets ETF | $2,228,567 | $1,960,124 ▲ | 730.2% | 37,574 | 0.3% | ETF |
BX Blackstone | $2,224,557 | $60,750 ▼ | -2.7% | 19,847 | 0.3% | Finance |
INTU Intuit | $2,200,993 | $2,199,339 ▲ | 132,950.0% | 7,983 | 0.3% | Technology |
CGDV Capital Group Dividend Value ETF | $2,173,354 | $2,163,584 ▲ | 22,145.0% | 44,490 | 0.3% | ETF |
NOC Northrop Grumman | $2,167,730 | $664,898 ▲ | 44.2% | 4,535 | 0.3% | Industrials |
META Meta Platforms | $2,163,125 | | 0.0% | 2,971 | 0.3% | Communication Services |
XLP Consumer Staples Select Sector SPDR Fund | $2,094,758 | $1,755,425 ▲ | 517.3% | 25,989 | 0.3% | ETF |
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund | $1,971,459 | $1,635,471 ▲ | 486.8% | 39,900 | 0.3% | ETF |
