AAPL Apple | $43,288 | $11,865 ▲ | 37.8% | 172,767 | 3.1% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $37,709 | $3,662 ▲ | 10.8% | 69,940 | 2.7% | ETF |
DIS Walt Disney | $36,616 | $208 ▲ | 0.6% | 329,042 | 2.6% | Consumer Discretionary |
QQQ Invesco QQQ | $35,544 | $3,033 ▲ | 9.3% | 69,465 | 2.6% | Finance |
NVDA NVIDIA | $33,306 | $7,064 ▲ | 26.9% | 247,450 | 2.4% | Computer and Technology |
FBND Fidelity Total Bond ETF | $25,964 | $5,839 ▲ | 29.0% | 578,076 | 1.9% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $25,316 | $674 ▼ | -2.6% | 144,533 | 1.8% | ETF |
AMZN Amazon.com | $23,322 | $6,019 ▲ | 34.8% | 106,072 | 1.7% | Retail/Wholesale |
SPAB SPDR Portfolio Aggregate Bond ETF | $21,649 | $2,072 ▲ | 10.6% | 865,379 | 1.6% | ETF |
MSFT Microsoft | $21,542 | $5,003 ▲ | 30.3% | 51,019 | 1.6% | Computer and Technology |
FLTR VanEck Floating Rate ETF | $21,083 | $397 ▲ | 1.9% | 828,550 | 1.5% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $18,703 | $3,581 ▲ | 23.7% | 204,562 | 1.3% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $18,316 | $90 ▲ | 0.5% | 198,084 | 1.3% | ETF |
SPY SPDR S&P 500 ETF Trust | $17,662 | $4,255 ▲ | 31.7% | 30,124 | 1.3% | Finance |
EFV iShares MSCI EAFE Value ETF | $15,678 | $993 ▲ | 6.8% | 298,290 | 1.1% | ETF |
GLD SPDR Gold Shares | $15,402 | $374 ▼ | -2.4% | 63,612 | 1.1% | Finance |
VUG Vanguard Growth ETF | $13,638 | $431 ▼ | -3.1% | 33,122 | 1.0% | ETF |
PVAL Putnam Focused Large Cap Value ETF | $13,604 | $3,278 ▲ | 31.8% | 366,788 | 1.0% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $12,482 | $4,087 ▲ | 48.7% | 141,575 | 0.9% | ETF |
GOOGL Alphabet | $12,186 | $1,948 ▲ | 19.0% | 64,301 | 0.9% | Computer and Technology |
BRK.B Berkshire Hathaway | $11,960 | $1,858 ▲ | 18.4% | 26,386 | 0.9% | Finance |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $10,855 | $223 ▲ | 2.1% | 151,710 | 0.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $10,632 | $230 ▲ | 2.2% | 26,388 | 0.8% | ETF |
IVV iShares Core S&P 500 ETF | $10,488 | $3,224 ▲ | 44.4% | 17,799 | 0.8% | ETF |
MCD McDonald's | $10,134 | $169 ▲ | 1.7% | 35,052 | 0.7% | Retail/Wholesale |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $10,107 | $7,320 ▲ | 262.7% | 426,857 | 0.7% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $9,967 | $611 ▼ | -5.8% | 114,057 | 0.7% | ETF |
META Meta Platforms | $9,846 | $2,019 ▲ | 25.8% | 16,718 | 0.7% | Computer and Technology |
PROSHARES TR
| $9,557 | $9,557 ▲ | New Holding | 225,517 | 0.7% | SHORT S&P 500 NE |
ZECP Zacks Earnings Consistent Portfolio ETF | $9,163 | $1,284 ▲ | 16.3% | 300,819 | 0.7% | ETF |
AVGO Broadcom | $9,041 | $2,112 ▲ | 30.5% | 38,866 | 0.7% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $8,993 | $2,011 ▲ | 28.8% | 21,134 | 0.6% | Finance |
AGG iShares Core U.S. Aggregate Bond ETF | $8,682 | $2,846 ▲ | 48.8% | 89,559 | 0.6% | Finance |
JPM JPMorgan Chase & Co. | $8,489 | $2,121 ▲ | 33.3% | 35,383 | 0.6% | Finance |
HD Home Depot | $8,388 | $2,076 ▲ | 32.9% | 21,551 | 0.6% | Retail/Wholesale |
TSLA Tesla | $8,312 | $1,934 ▲ | 30.3% | 20,468 | 0.6% | Auto/Tires/Trucks |
GOOG Alphabet | $7,494 | $948 ▲ | 14.5% | 39,370 | 0.5% | Computer and Technology |
FTHY First Trust High Yield Opportunities 2027 Term Fund | $7,465 | $855 ▲ | 12.9% | 516,227 | 0.5% | |
VIG Vanguard Dividend Appreciation ETF | $7,389 | $13 ▼ | -0.2% | 37,717 | 0.5% | ETF |
XOM Exxon Mobil | $7,342 | $1,366 ▲ | 22.9% | 68,246 | 0.5% | Energy |
PULS PGIM Ultra Short Bond ETF | $7,314 | $5,946 ▼ | -44.8% | 147,621 | 0.5% | ETF |
IJR iShares Core S&P Small-Cap ETF | $7,278 | $1,203 ▲ | 19.8% | 63,126 | 0.5% | ETF |
V Visa | $7,093 | $1,157 ▲ | 19.5% | 22,423 | 0.5% | Business Services |
SPYV SPDR Portfolio S&P 500 Value ETF | $6,831 | $1,566 ▲ | 29.7% | 133,628 | 0.5% | ETF |
NFJ Virtus Dividend, Interest & Premium Strategy Fund | $6,591 | $48 ▲ | 0.7% | 521,634 | 0.5% | Financial Services |
VEA Vanguard FTSE Developed Markets ETF | $6,302 | $718 ▼ | -10.2% | 131,672 | 0.5% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $6,176 | $1,357 ▲ | 28.2% | 99,118 | 0.4% | ETF |
IWM iShares Russell 2000 ETF | $5,897 | $359 ▲ | 6.5% | 26,635 | 0.4% | Finance |
BGY BlackRock Enhanced International Dividend Trust | $5,794 | $2,536 ▲ | 77.8% | 1,090,155 | 0.4% | Financial Services |
LLY Eli Lilly and Company | $5,750 | $1,555 ▲ | 37.1% | 7,454 | 0.4% | Medical |
SHV iShares Short Treasury Bond ETF | $5,710 | $3,643 ▼ | -38.9% | 51,857 | 0.4% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $5,602 | $2,115 ▲ | 60.6% | 81,164 | 0.4% | ETF |
ABBV AbbVie | $5,539 | $1,143 ▲ | 26.0% | 31,231 | 0.4% | Medical |
IWD iShares Russell 1000 Value ETF | $5,495 | $72 ▲ | 1.3% | 29,700 | 0.4% | ETF |
WMT Walmart | $5,445 | $813 ▼ | -13.0% | 60,292 | 0.4% | Retail/Wholesale |
COST Costco Wholesale | $5,265 | $1,466 ▲ | 38.6% | 5,741 | 0.4% | Retail/Wholesale |
SPDW SPDR Portfolio Developed World ex-US ETF | $5,117 | $281 ▲ | 5.8% | 149,673 | 0.4% | ETF |
GLDM SPDR Gold MiniShares Trust | $5,077 | $1,220 ▼ | -19.4% | 97,652 | 0.4% | Finance |
TYG Tortoise Energy Infrastructure | $4,970 | $561 ▼ | -10.1% | 117,999 | 0.4% | Finance |
FSK FS KKR Capital | $4,926 | $453 ▼ | -8.4% | 226,904 | 0.4% | Finance |
DGRO iShares Core Dividend Growth ETF | $4,850 | $34 ▲ | 0.7% | 79,149 | 0.3% | ETF |
VXF Vanguard Extended Market ETF | $4,847 | $34 ▲ | 0.7% | 25,461 | 0.3% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $4,656 | $2,069 ▲ | 80.0% | 46,423 | 0.3% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $4,601 | $6 ▼ | -0.1% | 56,121 | 0.3% | Manufacturing |
VTI Vanguard Total Stock Market ETF | $4,437 | $240 ▼ | -5.1% | 15,286 | 0.3% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $4,382 | $145 ▲ | 3.4% | 76,170 | 0.3% | ETF |
OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $4,354 | $1,791 ▲ | 69.9% | 80,195 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $4,194 | $1,987 ▲ | 90.0% | 15,884 | 0.3% | ETF |
VONE Vanguard Russell 1000 | $4,130 | $4,130 ▲ | New Holding | 15,486 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $4,098 | $321 ▲ | 8.5% | 42,236 | 0.3% | ETF |
AXP American Express | $4,033 | $500 ▲ | 14.1% | 13,699 | 0.3% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $4,007 | $1,224 ▲ | 44.0% | 88,644 | 0.3% | Manufacturing |
VWO Vanguard FTSE Emerging Markets ETF | $3,970 | $372 ▼ | -8.6% | 90,088 | 0.3% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $3,875 | $1,919 ▲ | 98.1% | 77,363 | 0.3% | ETF |
PALANTIR TECHNOLOGIES INC
| $3,858 | $138 ▲ | 3.7% | 50,878 | 0.3% | CL A |
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $3,837 | $60 ▲ | 1.6% | 295,330 | 0.3% | Manufacturing |
CASY Casey's General Stores | $3,784 | $41 ▼ | -1.1% | 9,510 | 0.3% | Retail/Wholesale |
AVK Advent Convertible and Income Fund | $3,780 | $3,252 ▼ | -46.2% | 322,546 | 0.3% | Financial Services |
APLD Applied Digital | $3,757 | $3,757 ▲ | New Holding | 490,947 | 0.3% | Finance |
RWJ Invesco S&P SmallCap 600 Revenue ETF | $3,704 | $197 ▲ | 5.6% | 80,941 | 0.3% | ETF |
PG Procter & Gamble | $3,622 | $384 ▼ | -9.6% | 21,645 | 0.3% | Consumer Staples |
ZACKS TRUST
| $3,590 | $395 ▲ | 12.4% | 108,154 | 0.3% | SMALL/MID CAP |
IXG iShares Global Financials ETF | $3,586 | $756 ▲ | 26.7% | 37,336 | 0.3% | ETF |
IXN iShares Global Tech ETF | $3,486 | $543 ▲ | 18.4% | 41,127 | 0.3% | ETF |
FLDR Fidelity Low Duration Bond Factor ETF | $3,452 | $69 ▲ | 2.0% | 69,131 | 0.2% | ETF |
MRK Merck & Co., Inc. | $3,414 | $395 ▲ | 13.1% | 34,385 | 0.2% | Medical |
UNH UnitedHealth Group | $3,377 | $850 ▲ | 33.6% | 6,682 | 0.2% | Medical |
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund | $3,281 | $6 ▼ | -0.2% | 120,979 | 0.2% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $3,268 | $1,033 ▲ | 46.3% | 70,935 | 0.2% | ETF |
BAC Bank of America | $3,253 | $1,022 ▲ | 45.8% | 74,033 | 0.2% | Finance |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $3,225 | $4 ▼ | -0.1% | 66,905 | 0.2% | ETF |
GNL Global Net Lease | $3,177 | $112 ▼ | -3.4% | 270,711 | 0.2% | Finance |
BINC iShares Flexible Income Active ETF | $3,167 | $524 ▲ | 19.8% | 60,879 | 0.2% | ETF |
IBM International Business Machines | $3,159 | $273 ▲ | 9.5% | 14,373 | 0.2% | Computer and Technology |
SLYV SPDR S&P 600 Small CapValue ETF | $3,109 | $681 ▲ | 28.1% | 35,533 | 0.2% | ETF |
FLOT iShares Floating Rate Bond ETF | $3,085 | $486 ▲ | 18.7% | 60,629 | 0.2% | ETF |
LAD Lithia Motors | $3,031 | $394 ▼ | -11.5% | 8,479 | 0.2% | Retail/Wholesale |
REET iShares Global REIT ETF | $3,019 | $1,035 ▲ | 52.2% | 125,932 | 0.2% | ETF |
CVX Chevron | $2,987 | $653 ▲ | 28.0% | 20,620 | 0.2% | Energy |
IVW iShares S&P 500 Growth ETF | $2,936 | $766 ▲ | 35.3% | 28,858 | 0.2% | ETF |
