AAPL Apple | $66,499,114 | $1,296,412 ▼ | -1.9% | 285,404 | 5.2% | Computer and Technology |
MSFT Microsoft | $56,974,330 | $1,120,932 ▼ | -1.9% | 132,406 | 4.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $54,420,561 | $147,089 ▼ | -0.3% | 94,346 | 4.3% | ETF |
JGRO JPMorgan Active Growth ETF | $46,673,172 | $8,037,807 ▲ | 20.8% | 607,091 | 3.6% | ETF |
GOOGL Alphabet | $39,378,004 | $541,335 ▼ | -1.4% | 237,431 | 3.1% | Computer and Technology |
IJH iShares Core S&P Mid-Cap ETF | $33,510,575 | $736,124 ▼ | -2.1% | 537,718 | 2.6% | ETF |
AMZN Amazon.com | $30,545,203 | $779,417 ▼ | -2.5% | 163,931 | 2.4% | Retail/Wholesale |
MOAT VanEck Morningstar Wide Moat ETF | $29,638,443 | $190,022 ▲ | 0.6% | 305,709 | 2.3% | ETF |
JQUA JPMorgan US Quality Factor ETF | $28,631,726 | $180,515 ▲ | 0.6% | 506,129 | 2.2% | ETF |
FIDELITY WISE ORIGIN BITCOIN FUND
| $27,637,681 | $64,248 ▲ | 0.2% | 497,707 | 2.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $26,703,398 | $479,985 ▼ | -1.8% | 191,436 | 2.1% | ETF |
BRK.B Berkshire Hathaway | $26,313,572 | $364,527 ▼ | -1.4% | 57,171 | 2.1% | Finance |
LOW Lowe's Companies | $24,572,728 | $1,017,589 ▼ | -4.0% | 90,724 | 1.9% | Retail/Wholesale |
VUG Vanguard Growth ETF | $24,156,872 | $299,465 ▼ | -1.2% | 62,920 | 1.9% | ETF |
MCD McDonald's | $23,757,503 | $496,350 ▼ | -2.0% | 78,019 | 1.9% | Retail/Wholesale |
IOO iShares Global 100 ETF | $23,524,832 | $153,996 ▼ | -0.7% | 237,241 | 1.8% | ETF |
JPMORGAN EQUITY FOCUS ETF
| $23,304,541 | $5,174,964 ▲ | 28.5% | 355,632 | 1.8% | ETF |
FMIL Fidelity Fundamental Large Cap Core ETF | $23,268,077 | $213,689 ▲ | 0.9% | 509,594 | 1.8% | ETF |
NVDA NVIDIA | $22,860,798 | $1,043,896 ▼ | -4.4% | 188,248 | 1.8% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $21,171,167 | $113,449 ▼ | -0.5% | 40,122 | 1.7% | ETF |
META Meta Platforms | $20,675,819 | $1,573,054 ▼ | -7.1% | 36,119 | 1.6% | Computer and Technology |
JNJ Johnson & Johnson | $20,412,013 | $366,257 ▼ | -1.8% | 125,953 | 1.6% | Medical |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $20,381,433 | $42,693 ▲ | 0.2% | 612,975 | 1.6% | ETF |
V Visa | $19,538,041 | $422,050 ▼ | -2.1% | 71,060 | 1.5% | Business Services |
GRAYSCALE BITCOIN TRUST
| $18,289,686 | $68,882 ▼ | -0.4% | 362,172 | 1.4% | ETF |
MEM Matthews Emerging Markets Equity Active ETF | $17,155,460 | $65,853 ▲ | 0.4% | 519,721 | 1.3% | ETF |
VT Vanguard Total World Stock ETF | $17,074,569 | $77,206 ▲ | 0.5% | 142,645 | 1.3% | ETF |
PEP PepsiCo | $15,697,840 | $248,783 ▼ | -1.6% | 92,313 | 1.2% | Consumer Staples |
COWZ Pacer US Cash Cows 100 ETF | $12,849,876 | $215,879 ▲ | 1.7% | 222,201 | 1.0% | ETF |
SPROTT PHYSICAL GOLD & SILVER TR UNIT
| $12,616,575 | $1,140,008 ▼ | -8.3% | 515,173 | 1.0% | CEF |
SONY Sony Group | $12,571,989 | $629,927 ▼ | -4.8% | 130,185 | 1.0% | Consumer Discretionary |
BP BP | $12,125,822 | $646,602 ▼ | -5.1% | 386,296 | 0.9% | Oils/Energy |
DGRO iShares Core Dividend Growth ETF | $11,593,196 | $37,426 ▲ | 0.3% | 184,929 | 0.9% | ETF |
DKS DICK'S Sporting Goods | $11,584,391 | $142,752 ▼ | -1.2% | 55,507 | 0.9% | Retail/Wholesale |
SAMT Strategas Macro Thematic Opportunities ETF | $11,152,187 | $49,538 ▲ | 0.4% | 401,849 | 0.9% | ETF |
FDN First Trust Dow Jones Internet Index Fund | $10,360,182 | $144,680 ▼ | -1.4% | 48,908 | 0.8% | ETF |
HDV iShares Core High Dividend ETF | $9,472,384 | $113,856 ▼ | -1.2% | 80,534 | 0.7% | ETF |
VRIG Invesco Variable Rate Investment Grade ETF | $8,694,283 | $131,897 ▼ | -1.5% | 346,593 | 0.7% | ETF |
DVY iShares Select Dividend ETF | $8,462,344 | $237,181 ▼ | -2.7% | 62,652 | 0.7% | ETF |
ABT Abbott Laboratories | $8,392,086 | $36,711 ▼ | -0.4% | 73,608 | 0.7% | Medical |
CLOI VanEck CLO ETF | $7,546,496 | $169,781 ▲ | 2.3% | 142,279 | 0.6% | ETF |
UCON First Trust TCW Unconstrained Plus Bond ETF | $7,130,872 | $4,624 ▲ | 0.1% | 283,759 | 0.6% | ETF |
UTES Virtus Reaves Utilities ETF | $6,626,044 | $33,067 ▲ | 0.5% | 103,597 | 0.5% | ETF |
FRDM Alpha Architect Freedom 100 Emerging Market ETF | $6,464,014 | $134,318 ▲ | 2.1% | 180,660 | 0.5% | ETF |
AVGO Broadcom | $6,310,733 | $5,681,109 ▲ | 902.3% | 36,584 | 0.5% | Computer and Technology |
VTV Vanguard Value ETF | $6,305,242 | $92,870 ▼ | -1.5% | 36,119 | 0.5% | ETF |
AEP American Electric Power | $6,072,586 | $4,925 ▲ | 0.1% | 59,187 | 0.5% | Utilities |
CVX Chevron | $5,765,135 | $174,366 ▲ | 3.1% | 39,147 | 0.5% | Oils/Energy |
GLDM SPDR Gold MiniShares Trust | $5,696,714 | $64,798 ▲ | 1.2% | 109,279 | 0.4% | Finance |
LLY Eli Lilly and Company | $5,113,282 | $215,268 ▲ | 4.4% | 5,772 | 0.4% | Medical |
SPLG SPDR Portfolio S&P 500 ETF | $4,742,915 | $4,186 ▼ | -0.1% | 70,255 | 0.4% | ETF |
TJX TJX Companies | $4,642,204 | $359,434 ▼ | -7.2% | 39,495 | 0.4% | Retail/Wholesale |
COST Costco Wholesale | $4,635,439 | $153,362 ▲ | 3.4% | 5,229 | 0.4% | Retail/Wholesale |
GOOG Alphabet | $4,608,991 | $194,612 ▲ | 4.4% | 27,567 | 0.4% | Computer and Technology |
HD Home Depot | $4,590,754 | $42,544 ▼ | -0.9% | 11,330 | 0.4% | Retail/Wholesale |
FTEC Fidelity MSCI Information Technology Index ETF | $4,474,020 | $131,399 ▲ | 3.0% | 25,639 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $4,310,370 | $3,163 ▲ | 0.1% | 20,442 | 0.3% | Finance |
GD General Dynamics | $3,887,691 | $204,886 ▼ | -5.0% | 12,865 | 0.3% | Aerospace |
SGOV iShares 0-3 Month Treasury Bond ETF | $3,840,277 | $710,282 ▲ | 22.7% | 38,128 | 0.3% | ETF |
SPROTT PHYSICAL GOLD TR UNIT
| $3,461,095 | $146,736 ▼ | -4.1% | 169,828 | 0.3% | CEF |
SCHX Schwab US Large-Cap ETF | $3,460,465 | | 0.0% | 51,002 | 0.3% | ETF |
BAC Bank of America | $3,372,757 | $19,681 ▼ | -0.6% | 84,999 | 0.3% | Finance |
PG Procter & Gamble | $3,346,693 | $25,806 ▼ | -0.8% | 19,323 | 0.3% | Consumer Staples |
JEPI JPMorgan Equity Premium Income ETF | $3,135,786 | $83,969 ▼ | -2.6% | 52,693 | 0.2% | ETF |
VTI Vanguard Total Stock Market ETF | $3,048,648 | $369,507 ▲ | 13.8% | 10,767 | 0.2% | ETF |
TOST Toast | $2,831,000 | $85,666 ▼ | -2.9% | 100,000 | 0.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $2,827,622 | $270,827 ▲ | 10.6% | 4,928 | 0.2% | Finance |
RDVY First Trust NASDAQ Rising Dividend Achievers | $2,817,685 | $40,855 ▼ | -1.4% | 47,588 | 0.2% | Manufacturing |
VV Vanguard Large-Cap ETF | $2,796,414 | $18,430 ▼ | -0.7% | 10,621 | 0.2% | ETF |
FUTY Fidelity MSCI Utilities Index ETF | $2,745,284 | $111,932 ▼ | -3.9% | 52,977 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $2,697,332 | $18,246 ▲ | 0.7% | 23,062 | 0.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $2,667,826 | $20,271 ▲ | 0.8% | 7,107 | 0.2% | ETF |
XOM Exxon Mobil | $2,573,519 | $33,993 ▼ | -1.3% | 21,955 | 0.2% | Oils/Energy |
XLC Communication Services Select Sector SPDR Fund | $2,518,394 | $104,232 ▲ | 4.3% | 27,858 | 0.2% | ETF |
MRK Merck & Co., Inc. | $2,489,892 | $237,906 ▼ | -8.7% | 21,926 | 0.2% | Medical |
UNH UnitedHealth Group | $2,470,813 | $83,608 ▼ | -3.3% | 4,226 | 0.2% | Medical |
NEE NextEra Energy | $2,320,741 | $238,541 ▼ | -9.3% | 27,455 | 0.2% | Utilities |
DIS Walt Disney | $2,318,741 | $186,415 ▼ | -7.4% | 24,106 | 0.2% | Consumer Discretionary |
MUB iShares National Muni Bond ETF | $2,290,964 | $178,150 ▼ | -7.2% | 21,090 | 0.2% | ETF |
AXP American Express | $2,269,673 | $99,802 ▼ | -4.2% | 8,369 | 0.2% | Finance |
ABBV AbbVie | $2,193,213 | $13,429 ▲ | 0.6% | 11,106 | 0.2% | Medical |
XLP Consumer Staples Select Sector SPDR Fund | $2,182,460 | $100,761 ▼ | -4.4% | 26,295 | 0.2% | ETF |
QQQ Invesco QQQ | $2,167,934 | $51,734 ▲ | 2.4% | 4,442 | 0.2% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $2,165,290 | $4,090 ▲ | 0.2% | 42,357 | 0.2% | ETF |
DE Deere & Company | $2,136,434 | $10,016 ▲ | 0.5% | 5,119 | 0.2% | Industrial Products |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $2,032,352 | $1,732,861 ▲ | 578.6% | 22,136 | 0.2% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $2,011,924 | $180,856 ▼ | -8.2% | 19,312 | 0.2% | ETF |
IBM International Business Machines | $1,978,666 | $1,769 ▲ | 0.1% | 8,950 | 0.2% | Computer and Technology |
KO Coca-Cola | $1,925,901 | $862 ▲ | 0.0% | 26,801 | 0.2% | Consumer Staples |
NVO Novo Nordisk A/S | $1,910,359 | | 0.0% | 16,044 | 0.1% | Medical |
ORCL Oracle | $1,891,616 | $4,260 ▲ | 0.2% | 11,101 | 0.1% | Computer and Technology |
BND Vanguard Total Bond Market ETF | $1,880,719 | $13,745 ▲ | 0.7% | 25,040 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,854,475 | $233,491 ▲ | 14.4% | 7,029 | 0.1% | ETF |
EBC Eastern Bankshares | $1,833,705 | $7,966 ▲ | 0.4% | 111,880 | 0.1% | Finance |
SCHM Schwab U.S. Mid-Cap ETF | $1,803,505 | $61,737 ▼ | -3.3% | 21,705 | 0.1% | ETF |
HON Honeywell International | $1,793,585 | $144,074 ▼ | -7.4% | 8,677 | 0.1% | Multi-Sector Conglomerates |
TDVG T. Rowe Price Dividend Growth ETF | $1,752,458 | $139,631 ▲ | 8.7% | 42,785 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $1,697,935 | $118,018 ▲ | 7.5% | 8,474 | 0.1% | Finance |
LRCX Lam Research | $1,694,182 | $22,034 ▼ | -1.3% | 2,076 | 0.1% | Computer and Technology |
FSTA Fidelity MSCI Consumer Staples Index ETF | $1,653,969 | $35,327 ▲ | 2.2% | 32,399 | 0.1% | ETF |
