AAPL Apple | $49,316,518 | $524,716 ▼ | -1.1% | 211,659 | 8.3% | Computer and Technology |
GOOGL Alphabet | $42,556,349 | $237,663 ▲ | 0.6% | 256,595 | 7.1% | Computer and Technology |
MSFT Microsoft | $40,269,269 | $319,283 ▼ | -0.8% | 93,584 | 6.8% | Computer and Technology |
LOW Lowe's Companies | $22,023,405 | $138,134 ▼ | -0.6% | 81,312 | 3.7% | Retail/Wholesale |
NVDA NVIDIA | $20,456,783 | $1,443,920 ▼ | -6.6% | 168,452 | 3.4% | Computer and Technology |
AMZN Amazon.com | $17,742,156 | $368,561 ▲ | 2.1% | 95,219 | 3.0% | Retail/Wholesale |
AMD Advanced Micro Devices | $16,829,357 | $162,439 ▲ | 1.0% | 102,568 | 2.8% | Computer and Technology |
JPM JPMorgan Chase & Co. | $13,425,777 | $152,240 ▲ | 1.1% | 63,672 | 2.3% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $13,240,689 | $408,834 ▲ | 3.2% | 222,495 | 2.2% | ETF |
VRTX Vertex Pharmaceuticals | $12,289,739 | $32,556 ▼ | -0.3% | 26,425 | 2.1% | Medical |
MA Mastercard | $11,434,655 | $46,418 ▼ | -0.4% | 23,156 | 1.9% | Business Services |
AGG iShares Core U.S. Aggregate Bond ETF | $10,666,158 | $575,416 ▲ | 5.7% | 105,324 | 1.8% | Finance |
CVX Chevron | $10,351,326 | $13,696 ▼ | -0.1% | 70,288 | 1.7% | Oils/Energy |
V Visa | $10,309,427 | $31,344 ▼ | -0.3% | 37,496 | 1.7% | Business Services |
PLTR Palantir Technologies | $9,664,188 | $135,966 ▲ | 1.4% | 259,790 | 1.6% | Business Services |
REGN Regeneron Pharmaceuticals | $9,556,823 | $29,435 ▲ | 0.3% | 9,091 | 1.6% | Medical |
NOBL ProShares S&P 500 Aristocrats ETF | $9,290,066 | $721,379 ▲ | 8.4% | 87,018 | 1.6% | ETF |
BRK.B Berkshire Hathaway | $9,243,402 | $20,251 ▼ | -0.2% | 20,083 | 1.6% | Finance |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $8,845,882 | $35,008 ▼ | -0.4% | 105,622 | 1.5% | ETF |
JNJ Johnson & Johnson | $8,502,563 | $7,131 ▲ | 0.1% | 52,466 | 1.4% | Medical |
XLE Energy Select Sector SPDR Fund | $8,042,509 | $149,787 ▼ | -1.8% | 91,600 | 1.4% | ETF |
FDX FedEx | $7,718,050 | $53,368 ▼ | -0.7% | 28,201 | 1.3% | Transportation |
VANGUARD MALVERN FDS
| $7,469,802 | $62,504 ▲ | 0.8% | 94,173 | 1.3% | CORE-PLUS BD ETF |
BAC Bank of America | $7,358,432 | $85,074 ▲ | 1.2% | 185,444 | 1.2% | Finance |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | $7,291,164 | $405,280 ▲ | 5.9% | 322,119 | 1.2% | Manufacturing |
UBER Uber Technologies | $6,473,982 | $616,387 ▲ | 10.5% | 86,136 | 1.1% | Computer and Technology |
SCHB Schwab US Broad Market ETF | $6,368,525 | $864,556 ▲ | 15.7% | 95,739 | 1.1% | ETF |
J P MORGAN EXCHANGE TRADED F
| $6,345,177 | $61,803 ▲ | 1.0% | 92,401 | 1.1% | U S TECH LEADERS |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $6,027,986 | $322,346 ▲ | 5.6% | 65,657 | 1.0% | ETF |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $5,935,120 | $378,238 ▲ | 6.8% | 268,497 | 1.0% | Manufacturing |
NKE NIKE | $5,501,027 | $400,539 ▼ | -6.8% | 62,229 | 0.9% | Consumer Discretionary |
DGT SPDR Global Dow ETF | $5,453,154 | $110,563 ▲ | 2.1% | 39,556 | 0.9% | ETF |
META Meta Platforms | $5,290,596 | $634,849 ▲ | 13.6% | 9,242 | 0.9% | Computer and Technology |
SCHD Schwab US Dividend Equity ETF | $5,093,095 | $87,996 ▼ | -1.7% | 60,252 | 0.9% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $5,026,126 | $78,149 ▼ | -1.5% | 104,190 | 0.8% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $4,820,712 | $86,295 ▲ | 1.8% | 87,761 | 0.8% | ETF |
OXY Occidental Petroleum | $4,614,402 | $71,899 ▼ | -1.5% | 89,530 | 0.8% | Oils/Energy |
COWZ Pacer US Cash Cows 100 ETF | $4,594,941 | $199,109 ▲ | 4.5% | 79,456 | 0.8% | ETF |
XOM Exxon Mobil | $4,570,261 | $281,443 ▲ | 6.6% | 38,989 | 0.8% | Oils/Energy |
IBTL iShares iBonds Dec 2031 Term Treasury ETF | $4,549,555 | $424,417 ▲ | 10.3% | 218,518 | 0.8% | ETF |
BA Boeing | $4,484,572 | $182,144 ▲ | 4.2% | 29,496 | 0.8% | Aerospace |
FTNT Fortinet | $4,402,281 | $4,402,281 ▲ | New Holding | 56,767 | 0.7% | Computer and Technology |
SCHW Charles Schwab | $4,283,494 | $291,970 ▲ | 7.3% | 66,093 | 0.7% | Finance |
IOO iShares Global 100 ETF | $4,276,675 | $37,582 ▼ | -0.9% | 43,129 | 0.7% | ETF |
PFE Pfizer | $4,108,684 | $3,892,792 ▲ | 1,803.1% | 141,973 | 0.7% | Medical |
NEE NextEra Energy | $4,068,852 | $58,748 ▲ | 1.5% | 48,135 | 0.7% | Utilities |
FIXD First Trust TCW Opportunistic Fixed Income ETF | $3,892,314 | $93,194 ▼ | -2.3% | 86,037 | 0.7% | Manufacturing |
DIS Walt Disney | $3,754,103 | $1,321,554 ▼ | -26.0% | 39,028 | 0.6% | Consumer Discretionary |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,751,528 | $70,322 ▼ | -1.8% | 36,010 | 0.6% | ETF |
ADBE Adobe | $3,708,340 | $173,974 ▲ | 4.9% | 7,162 | 0.6% | Computer and Technology |
UCON First Trust TCW Unconstrained Plus Bond ETF | $3,660,034 | $737,440 ▲ | 25.2% | 145,644 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,571,430 | $28,112 ▼ | -0.8% | 6,225 | 0.6% | Finance |
UNH UnitedHealth Group | $3,503,403 | $11,694 ▲ | 0.3% | 5,992 | 0.6% | Medical |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,427,831 | $73,145 ▼ | -2.1% | 43,161 | 0.6% | ETF |
XLF Financial Select Sector SPDR Fund | $3,340,889 | $30,047 ▼ | -0.9% | 73,718 | 0.6% | ETF |
ENPH Enphase Energy | $3,330,134 | $756,669 ▼ | -18.5% | 29,465 | 0.6% | Oils/Energy |
SCHX Schwab US Large-Cap ETF | $3,160,853 | $23,476 ▼ | -0.7% | 46,586 | 0.5% | ETF |
GRAYSCALE BITCOIN TR BTC
| $3,084,288 | $39,643 ▼ | -1.3% | 61,075 | 0.5% | SHS REP COM UT |
ORCL Oracle | $3,076,913 | $194,256 ▲ | 6.7% | 18,057 | 0.5% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $2,760,504 | $96,171 ▼ | -3.4% | 12,228 | 0.5% | ETF |
TSLA Tesla | $2,576,271 | $329,392 ▼ | -11.3% | 9,847 | 0.4% | Auto/Tires/Trucks |
SCHV Schwab U.S. Large-Cap Value ETF | $2,509,828 | $11,654 ▼ | -0.5% | 31,228 | 0.4% | ETF |
XLV Health Care Select Sector SPDR Fund | $2,467,601 | $38,044 ▼ | -1.5% | 16,021 | 0.4% | ETF |
NFLX Netflix | $2,324,278 | $46,103 ▲ | 2.0% | 3,277 | 0.4% | Consumer Discretionary |
BND Vanguard Total Bond Market ETF | $2,279,984 | $78,115 ▼ | -3.3% | 30,355 | 0.4% | ETF |
PFF iShares Preferred and Income Securities ETF | $2,169,596 | $2,169,596 ▲ | New Holding | 65,290 | 0.4% | ETF |
GEHC GE HealthCare Technologies | $2,161,835 | $2,161,835 ▲ | New Holding | 23,035 | 0.4% | Medical |
SBUX Starbucks | $2,134,641 | $8,103,759 ▼ | -79.2% | 21,896 | 0.4% | Retail/Wholesale |
MMM 3M | $2,120,901 | $2,120,901 ▲ | New Holding | 15,515 | 0.4% | Multi-Sector Conglomerates |
EQIX Equinix | $1,827,279 | $30,174 ▼ | -1.6% | 2,059 | 0.3% | Finance |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $1,769,484 | $44,772 ▼ | -2.5% | 29,286 | 0.3% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $1,724,533 | $1,724,533 ▲ | New Holding | 20,755 | 0.3% | ETF |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | $1,623,548 | $425,849 ▲ | 35.6% | 64,660 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $1,583,873 | $83,059 ▲ | 5.5% | 7,170 | 0.3% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $1,339,581 | $4,310 ▼ | -0.3% | 17,093 | 0.2% | ETF |
DELL Dell Technologies | $1,226,296 | $1,226,296 ▲ | New Holding | 10,345 | 0.2% | Computer and Technology |
GE General Electric | $1,144,920 | $324,749 ▲ | 39.6% | 6,071 | 0.2% | Transportation |
XLI Industrial Select Sector SPDR Fund | $1,081,648 | $16,118 ▼ | -1.5% | 7,986 | 0.2% | ETF |
HON Honeywell International | $1,008,745 | | 0.0% | 4,880 | 0.2% | Multi-Sector Conglomerates |
JAVA JPMorgan Active Value ETF | $964,894 | $964,894 ▲ | New Holding | 15,060 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $917,634 | $2,673 ▲ | 0.3% | 22,316 | 0.2% | ETF |
ABT Abbott Laboratories | $857,355 | | 0.0% | 7,520 | 0.1% | Medical |
VYMI Vanguard International High Dividend Yield ETF | $848,882 | $848,882 ▲ | New Holding | 11,562 | 0.1% | ETF |
DVY iShares Select Dividend ETF | $820,196 | $675 ▲ | 0.1% | 6,072 | 0.1% | ETF |
DE Deere & Company | $757,871 | $6,260 ▼ | -0.8% | 1,816 | 0.1% | Industrial Products |
DIA SPDR Dow Jones Industrial Average ETF Trust | $747,230 | | 0.0% | 1,766 | 0.1% | Finance |
IEX IDEX | $722,865 | $3,218 ▼ | -0.4% | 3,370 | 0.1% | Industrial Products |
BNDX Vanguard Total International Bond ETF | $637,264 | $2,615 ▲ | 0.4% | 12,674 | 0.1% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $635,851 | | 0.0% | 1,116 | 0.1% | ETF |
PRN Invesco Dorsey Wright Industrials Momentum ETF | $627,259 | $627,259 ▲ | New Holding | 4,100 | 0.1% | ETF |
KO Coca-Cola | $624,918 | | 0.0% | 8,696 | 0.1% | Consumer Staples |
CAT Caterpillar | $608,192 | $1,956 ▼ | -0.3% | 1,555 | 0.1% | Industrial Products |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $600,356 | $5,869 ▲ | 1.0% | 11,865 | 0.1% | ETF |
PEP PepsiCo | $587,141 | $340 ▲ | 0.1% | 3,453 | 0.1% | Consumer Staples |
BAB Invesco Taxable Municipal Bond ETF | $558,453 | $5,349 ▼ | -0.9% | 20,256 | 0.1% | ETF |
CNI Canadian National Railway | $535,961 | | 0.0% | 4,575 | 0.1% | Transportation |
QQQ Invesco QQQ | $473,428 | | 0.0% | 970 | 0.1% | Finance |
IVV iShares Core S&P 500 ETF | $462,610 | | 0.0% | 802 | 0.1% | ETF |
INTC Intel | $445,130 | $2,969,825 ▼ | -87.0% | 18,974 | 0.1% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $440,814 | $18,634 ▼ | -4.1% | 2,200 | 0.1% | Finance |
