AAPL Apple | $44,920,168 | $3,117,367 ▲ | 7.5% | 202,225 | 7.2% | Computer and Technology |
BIV Vanguard Intermediate-Term Bond ETF | $19,048,548 | $549,849 ▼ | -2.8% | 248,773 | 3.1% | ETF |
MSFT Microsoft | $14,810,892 | $1,246,660 ▲ | 9.2% | 39,455 | 2.4% | Computer and Technology |
VUG Vanguard Growth ETF | $13,708,750 | $143,136 ▲ | 1.1% | 36,969 | 2.2% | ETF |
IWF iShares Russell 1000 Growth ETF | $13,506,192 | $341,591 ▼ | -2.5% | 37,404 | 2.2% | ETF |
VTV Vanguard Value ETF | $13,236,924 | $138,020 ▲ | 1.1% | 76,629 | 2.1% | ETF |
MSTR Strategy | $12,685,033 | $82,445 ▲ | 0.7% | 44,004 | 2.0% | Computer and Technology |
FIDELITY WISE ORIGIN BITCOIN
| $10,134,671 | $916,394 ▲ | 9.9% | 140,818 | 1.6% | SHS |
VEA Vanguard FTSE Developed Markets ETF | $9,447,411 | $75,686 ▼ | -0.8% | 185,863 | 1.5% | ETF |
VDC Vanguard Consumer Staples ETF | $9,430,218 | $908,755 ▲ | 10.7% | 43,096 | 1.5% | ETF |
VHT Vanguard Health Care ETF | $8,982,029 | $187,164 ▼ | -2.0% | 33,929 | 1.4% | ETF |
BRK.B Berkshire Hathaway | $8,136,225 | $4,571,667 ▲ | 128.3% | 15,277 | 1.3% | Finance |
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $8,003,881 | $212,227 ▼ | -2.6% | 105,259 | 1.3% | ETF |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $7,611,657 | $138,150 ▼ | -1.8% | 69,147 | 1.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,245,505 | $3,740 ▼ | -0.1% | 56,184 | 1.2% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,317,645 | $77,485 ▼ | -1.2% | 139,586 | 1.0% | ETF |
SCHX Schwab US Large-Cap ETF | $6,190,616 | $177,060 ▲ | 2.9% | 280,372 | 1.0% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $5,769,406 | $9,249 ▼ | -0.2% | 98,555 | 0.9% | Manufacturing |
LLY Eli Lilly and Company | $5,759,719 | $125,534 ▲ | 2.2% | 6,974 | 0.9% | Medical |
XLG Invesco S&P 500 Top 50 ETF | $5,451,620 | $2,008,681 ▼ | -26.9% | 118,462 | 0.9% | ETF |
AMZN Amazon.com | $5,428,308 | $873,674 ▲ | 19.2% | 28,531 | 0.9% | Retail/Wholesale |
BSV Vanguard Short-Term Bond ETF | $5,209,223 | $137,147 ▲ | 2.7% | 66,546 | 0.8% | ETF |
O Realty Income | $5,102,957 | $1,149,524 ▲ | 29.1% | 87,967 | 0.8% | Finance |
VZ Verizon Communications | $4,970,308 | $711,969 ▲ | 16.7% | 109,575 | 0.8% | Computer and Technology |
REAVES UTIL INCOME FD
| $4,952,195 | $1,760,608 ▲ | 55.2% | 152,188 | 0.8% | COM SH BEN INT |
PG Procter & Gamble | $4,895,951 | $42,093 ▲ | 0.9% | 28,729 | 0.8% | Consumer Staples |
VMBS Vanguard Mortgage-Backed Securities ETF | $4,422,047 | $55,479 ▲ | 1.3% | 95,488 | 0.7% | ETF |
VB Vanguard Small-Cap ETF | $4,414,387 | $39,472 ▲ | 0.9% | 19,907 | 0.7% | ETF |
BUFR FT Vest Laddered Buffer ETF | $4,294,776 | $33,787 ▼ | -0.8% | 144,654 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $4,278,197 | $52,913 ▲ | 1.3% | 40,912 | 0.7% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $4,267,983 | $576,689 ▼ | -11.9% | 65,490 | 0.7% | SHS REP COM UT |
EPD Enterprise Products Partners | $4,223,664 | $1,277,485 ▲ | 43.4% | 123,716 | 0.7% | Energy |
RWL Invesco S&P 500 Revenue ETF | $4,188,287 | $736,211 ▲ | 21.3% | 42,161 | 0.7% | ETF |
NVDA NVIDIA | $4,172,128 | $1,304,149 ▼ | -23.8% | 38,495 | 0.7% | Computer and Technology |
GLD SPDR Gold Shares | $4,149,504 | $101,425 ▲ | 2.5% | 14,401 | 0.7% | Finance |
VIG Vanguard Dividend Appreciation ETF | $4,052,896 | $64,406 ▲ | 1.6% | 20,892 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,949,648 | $7,715 ▼ | -0.2% | 20,991 | 0.6% | ETF |
WMT Walmart | $3,840,258 | $312,530 ▲ | 8.9% | 43,744 | 0.6% | Retail/Wholesale |
IWY iShares Russell Top 200 Growth ETF | $3,807,738 | $522,929 ▼ | -12.1% | 18,051 | 0.6% | ETF |
VTI Vanguard Total Stock Market ETF | $3,791,397 | $195,685 ▲ | 5.4% | 13,795 | 0.6% | ETF |
PFE Pfizer | $3,746,609 | $697,887 ▲ | 22.9% | 147,854 | 0.6% | Medical |
SLV iShares Silver Trust | $3,632,679 | $128,701 ▲ | 3.7% | 117,221 | 0.6% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,603,517 | $83,283 ▲ | 2.4% | 143,910 | 0.6% | ETF |
XLK Technology Select Sector SPDR Fund | $3,585,392 | $445,386 ▼ | -11.0% | 17,364 | 0.6% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $3,526,073 | $170,697 ▲ | 5.1% | 132,659 | 0.6% | ETF |
STEW SRH Total Return Fund | $3,484,034 | $1,032,533 ▲ | 42.1% | 201,973 | 0.6% | Finance |
PRU Prudential Financial | $3,325,049 | $373,235 ▲ | 12.6% | 29,773 | 0.5% | Finance |
VOOG Vanguard S&P 500 Growth ETF | $3,290,126 | $100,339 ▲ | 3.1% | 9,837 | 0.5% | ETF |
MGK Vanguard Mega Cap Growth ETF | $3,166,397 | $79,384 ▲ | 2.6% | 10,251 | 0.5% | ETF |
QQQ Invesco QQQ | $3,107,651 | $111,607 ▼ | -3.5% | 6,627 | 0.5% | Finance |
PDO Pimco Dynamic Income Opportunities Fund | $3,001,292 | $385,615 ▲ | 14.7% | 216,231 | 0.5% | Basic Materials |
DPG Duff & Phelps Utility and Infrastructure Fund | $2,990,559 | $62,532 ▼ | -2.0% | 244,526 | 0.5% | Financial Services |
XLE Energy Select Sector SPDR Fund | $2,986,837 | $125,690 ▲ | 4.4% | 31,962 | 0.5% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $2,919,245 | $3,973 ▲ | 0.1% | 96,985 | 0.5% | ETF |
JNJ Johnson & Johnson | $2,896,214 | $151,245 ▲ | 5.5% | 17,464 | 0.5% | Medical |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $2,884,623 | $20,136 ▼ | -0.7% | 48,563 | 0.5% | ETF |
ADX Adams Diversified Equity Fund | $2,838,112 | $746,155 ▲ | 35.7% | 149,453 | 0.5% | Finance |
PFN PIMCO Income Strategy Fund II | $2,777,536 | $44,396 ▲ | 1.6% | 368,373 | 0.4% | Financial Services |
BMY Bristol-Myers Squibb | $2,775,955 | $210,354 ▲ | 8.2% | 45,515 | 0.4% | Medical |
DLY DoubleLine Yield Opportunities Fund | $2,727,754 | $53,259 ▼ | -1.9% | 169,426 | 0.4% | |
SCHD Schwab US Dividend Equity ETF | $2,671,135 | $7,913 ▼ | -0.3% | 95,534 | 0.4% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,659,225 | $78,311 ▲ | 3.0% | 4,754 | 0.4% | Finance |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $2,581,531 | $9,640 ▲ | 0.4% | 77,663 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,567,716 | $127,088 ▲ | 5.2% | 44,005 | 0.4% | ETF |
WEA Western Asset Premier Bond Fund | $2,549,906 | $141,683 ▲ | 5.9% | 227,467 | 0.4% | Financial Services |
GOOGL Alphabet | $2,428,370 | $595,842 ▲ | 32.5% | 15,703 | 0.4% | Computer and Technology |
JPM JPMorgan Chase & Co. | $2,408,628 | $157,484 ▲ | 7.0% | 9,819 | 0.4% | Finance |
IBM International Business Machines | $2,351,941 | $189,488 ▲ | 8.8% | 9,458 | 0.4% | Computer and Technology |
NFLX Netflix | $2,314,539 | $609,874 ▼ | -20.9% | 2,482 | 0.4% | Consumer Discretionary |
ADBE Adobe | $2,304,632 | $107,772 ▲ | 4.9% | 6,009 | 0.4% | Computer and Technology |
USHY iShares Broad USD High Yield Corporate Bond ETF | $2,238,738 | $18,074 ▼ | -0.8% | 60,819 | 0.4% | ETF |
UTF Cohen & Steers Infrastructure Fund | $2,173,509 | $36,204 ▲ | 1.7% | 85,069 | 0.3% | Financial Services |
RQI Cohen & Steers Quality Income Realty Fund | $2,171,494 | $95,506 ▲ | 4.6% | 172,890 | 0.3% | Financial Services |
RNP Cohen & Steers REIT and Preferred Income Fund | $2,166,015 | $148,708 ▲ | 7.4% | 98,143 | 0.3% | Financial Services |
FPF First Trust Intermediate Duration Preferred & Income Fund | $2,126,943 | $8,938 ▲ | 0.4% | 115,658 | 0.3% | Financial Services |
SDHY PGIM Short Duration High Yield Opportunities Fund | $2,108,317 | $150,396 ▼ | -6.7% | 127,932 | 0.3% | |
PDI PIMCO Dynamic Income Fund | $2,097,829 | $898,068 ▲ | 74.9% | 105,951 | 0.3% | Financial Services |
WDI Western Asset Diversified Income Fund | $2,083,846 | $5,708 ▼ | -0.3% | 144,211 | 0.3% | |
HD Home Depot | $2,079,561 | $161,263 ▲ | 8.4% | 5,674 | 0.3% | Retail/Wholesale |
DMO Western Asset Mortgage Opportunity Fund | $2,047,204 | $91,889 ▲ | 4.7% | 173,198 | 0.3% | Financial Services |
SPOT Spotify Technology | $2,009,810 | $2,009,810 ▲ | New Holding | 3,654 | 0.3% | Business Services |
GOOG Alphabet | $1,991,569 | $83,425 ▲ | 4.4% | 12,748 | 0.3% | Computer and Technology |
CVX Chevron | $1,978,426 | $30,113 ▲ | 1.5% | 11,826 | 0.3% | Energy |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $1,962,400 | $254,512 ▲ | 14.9% | 16,084 | 0.3% | ETF |
VNQ Vanguard Real Estate ETF | $1,895,027 | $3,984 ▼ | -0.2% | 20,930 | 0.3% | ETF |
ACWV iShares MSCI Global Min Vol Factor ETF | $1,891,194 | $2,560 ▼ | -0.1% | 16,252 | 0.3% | ETF |
T AT&T | $1,878,466 | $1,360,067 ▼ | -42.0% | 66,424 | 0.3% | Computer and Technology |
WPC W. P. Carey | $1,811,140 | $854,892 ▲ | 89.4% | 28,698 | 0.3% | Finance |
IFN The India Fund | $1,802,439 | $131,112 ▲ | 7.8% | 114,295 | 0.3% | Finance |
AMGN Amgen | $1,789,232 | $335,539 ▲ | 23.1% | 5,743 | 0.3% | Medical |
TSLA Tesla | $1,767,730 | $1,258,999 ▼ | -41.6% | 6,821 | 0.3% | Auto/Tires/Trucks |
XFLT XAI Octagon Floating Rate & Alternative Income Trust | $1,722,552 | $124,364 ▲ | 7.8% | 291,464 | 0.3% | Miscellaneous |
RLTY Cohen & Steers Real Estate Opportunities & Income Fund | $1,703,576 | $568,610 ▲ | 50.1% | 111,054 | 0.3% | Financial Services |
PCN PIMCO Corporate & Income Strategy Fund | $1,695,054 | $130,221 ▼ | -7.1% | 124,180 | 0.3% | Financial Services |
SPLV Invesco S&P 500 Low Volatility ETF | $1,676,336 | $60,000 ▲ | 3.7% | 22,435 | 0.3% | ETF |
VBK Vanguard Small-Cap Growth ETF | $1,658,232 | $51,615 ▲ | 3.2% | 6,586 | 0.3% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $1,645,386 | $19,402 ▲ | 1.2% | 9,498 | 0.3% | ETF |
CSCO Cisco Systems | $1,607,896 | $260,783 ▲ | 19.4% | 26,056 | 0.3% | Computer and Technology |
DGRO iShares Core Dividend Growth ETF | $1,599,331 | $35,214 ▲ | 2.3% | 25,888 | 0.3% | ETF |
PAXS PIMCO Access Income Fund | $1,596,220 | $347,522 ▲ | 27.8% | 99,391 | 0.3% | Financial Services |
