AJG Arthur J. Gallagher & Co. | $160,922,051 | $2,172,974 ▼ | -1.3% | 502,693 | 4.0% | Finance |
SPLG SPDR Portfolio S&P 500 ETF | $157,511,852 | $12,615,347 ▼ | -7.4% | 2,166,899 | 3.9% | ETF |
AAPL Apple | $92,793,647 | $7,524,608 ▲ | 8.8% | 452,277 | 2.3% | Computer and Technology |
NVDA NVIDIA | $88,850,362 | $9,254,263 ▲ | 11.6% | 562,879 | 2.2% | Computer and Technology |
QQQ Invesco QQQ | $87,005,241 | $5,854,557 ▲ | 7.2% | 157,721 | 2.2% | Finance |
IVV iShares Core S&P 500 ETF | $86,738,371 | $4,243,846 ▲ | 5.1% | 139,698 | 2.1% | ETF |
MSFT Microsoft | $83,193,137 | $9,443,309 ▲ | 12.8% | 167,253 | 2.1% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $57,608,710 | $107,505 ▲ | 0.2% | 93,241 | 1.4% | Finance |
AMZN Amazon.com | $52,612,734 | $11,657,933 ▲ | 28.5% | 239,814 | 1.3% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $47,667,183 | $3,435,432 ▲ | 7.8% | 83,917 | 1.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $44,250,479 | $9,151,627 ▲ | 26.1% | 404,890 | 1.1% | ETF |
META Meta Platforms | $41,677,467 | $10,232,816 ▲ | 32.5% | 56,467 | 1.0% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $38,002,364 | $3,464,365 ▼ | -8.4% | 383,088 | 0.9% | Finance |
SPDW SPDR Portfolio Developed World ex-US ETF | $35,292,661 | $3,313,823 ▼ | -8.6% | 871,639 | 0.9% | ETF |
SHV iShares Short Treasury Bond ETF | $34,795,391 | $513,894 ▲ | 1.5% | 315,119 | 0.9% | ETF |
CGGR Capital Group Growth ETF | $34,157,545 | $1,137,468 ▲ | 3.4% | 840,284 | 0.8% | ETF |
IWY iShares Russell Top 200 Growth ETF | $33,591,612 | $3,713,667 ▲ | 12.4% | 136,269 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $33,381,703 | $6,937,929 ▲ | 26.2% | 538,241 | 0.8% | ETF |
TSLA Tesla | $31,998,762 | $9,415,784 ▲ | 41.7% | 105,215 | 0.8% | Auto/Tires/Trucks |
VTI Vanguard Total Stock Market ETF | $31,278,792 | $1,898,051 ▲ | 6.5% | 102,914 | 0.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $30,044,938 | $2,678,672 ▲ | 9.8% | 70,764 | 0.7% | ETF |
RWL Invesco S&P 500 Revenue ETF | $27,991,279 | $13,399,308 ▲ | 91.8% | 268,398 | 0.7% | ETF |
IEFA iShares Core MSCI EAFE ETF | $27,676,287 | $465,651 ▲ | 1.7% | 331,532 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $26,881,926 | $1,296,768 ▲ | 5.1% | 92,725 | 0.7% | Finance |
IVW iShares S&P 500 Growth ETF | $26,573,789 | $6,449,891 ▲ | 32.1% | 241,360 | 0.7% | ETF |
CGDV Capital Group Dividend Value ETF | $26,440,281 | $773,135 ▼ | -2.8% | 669,544 | 0.7% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $25,797,105 | $61,286 ▼ | -0.2% | 474,386 | 0.6% | ETF |
VONV Vanguard Russell 1000 Value ETF | $25,653,926 | $3,809,399 ▲ | 17.4% | 301,067 | 0.6% | ETF |
FBND Fidelity Total Bond ETF | $25,450,126 | $5,384,317 ▲ | 26.8% | 556,287 | 0.6% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $25,200,314 | $6,865,341 ▲ | 37.4% | 274,723 | 0.6% | ETF |
AVGO Broadcom | $24,949,432 | $4,112,160 ▲ | 19.7% | 91,506 | 0.6% | Computer and Technology |
VUG Vanguard Growth ETF | $24,790,636 | $632,611 ▲ | 2.6% | 56,548 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $24,235,365 | $7,226,259 ▲ | 42.5% | 49,891 | 0.6% | Finance |
GOOGL Alphabet | $23,164,425 | $4,125,553 ▲ | 21.7% | 131,444 | 0.6% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $22,804,448 | $25,769 ▼ | -0.1% | 400,008 | 0.6% | ETF |
VTV Vanguard Value ETF | $22,398,354 | $304,522 ▲ | 1.4% | 126,731 | 0.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $21,604,084 | $1,235,958 ▲ | 6.1% | 412,764 | 0.5% | ETF |
NFLX Netflix | $21,367,158 | $7,923,632 ▲ | 58.9% | 15,956 | 0.5% | Consumer Discretionary |
TFLO iShares Treasury Floating Rate Bond ETF | $20,840,907 | $8,813,050 ▲ | 73.3% | 411,469 | 0.5% | ETF |
QQQM Invesco NASDAQ 100 ETF | $20,404,951 | $8,101,799 ▲ | 65.9% | 89,850 | 0.5% | ETF |
SPGP Invesco S&P 500 GARP ETF | $19,560,456 | $1,795,896 ▼ | -8.4% | 181,620 | 0.5% | ETF |
MBB iShares MBS ETF | $18,788,007 | $4,148,239 ▲ | 28.3% | 200,107 | 0.5% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $17,948,951 | $6,650,417 ▲ | 58.9% | 299,000 | 0.4% | ETF |
ABBV AbbVie | $17,948,899 | $1,778,425 ▲ | 11.0% | 96,697 | 0.4% | Medical |
IVE iShares S&P 500 Value ETF | $17,914,665 | $2,000,311 ▲ | 12.6% | 91,673 | 0.4% | ETF |
XLG Invesco S&P 500 Top 50 ETF | $17,246,404 | $2,123,440 ▲ | 14.0% | 331,025 | 0.4% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $17,192,768 | $4,457,266 ▲ | 35.0% | 312,028 | 0.4% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $17,060,019 | $4,285,704 ▲ | 33.5% | 369,025 | 0.4% | Manufacturing |
HD Home Depot | $16,962,841 | $4,001,113 ▲ | 30.9% | 46,266 | 0.4% | Retail/Wholesale |
GOVT iShares U.S. Treasury Bond ETF | $16,699,933 | $9,561,518 ▼ | -36.4% | 726,716 | 0.4% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $16,262,990 | $80,239 ▼ | -0.5% | 228,220 | 0.4% | ETF |
LLY Eli Lilly and Company | $16,158,818 | $523,063 ▲ | 3.3% | 20,729 | 0.4% | Medical |
V Visa | $16,133,292 | $1,505,783 ▲ | 10.3% | 45,439 | 0.4% | Business Services |
COST Costco Wholesale | $15,458,350 | $447,466 ▲ | 3.0% | 15,615 | 0.4% | Retail/Wholesale |
VWO Vanguard FTSE Emerging Markets ETF | $14,656,794 | $501,228 ▼ | -3.3% | 296,336 | 0.4% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $14,653,081 | $912,255 ▲ | 6.6% | 134,186 | 0.4% | ETF |
ORCL Oracle | $14,590,714 | $1,923,944 ▲ | 15.2% | 66,737 | 0.4% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $14,451,320 | $2,135,513 ▲ | 17.3% | 79,047 | 0.4% | ETF |
GLD SPDR Gold Shares | $14,430,837 | $4,553,817 ▲ | 46.1% | 47,341 | 0.4% | Finance |
DGRO iShares Core Dividend Growth ETF | $13,763,301 | $4,636,937 ▲ | 50.8% | 215,253 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $13,632,698 | $563,253 ▲ | 4.3% | 66,608 | 0.3% | ETF |
ISHARES BITCOIN TRUST ETF
| $13,403,354 | $2,368,157 ▲ | 21.5% | 218,973 | 0.3% | SHS BEN INT |
GOOG Alphabet | $13,141,899 | $1,597,570 ▼ | -10.8% | 74,085 | 0.3% | Computer and Technology |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | $12,638,734 | $10,091,470 ▲ | 396.2% | 497,196 | 0.3% | ETF |
WMT Walmart | $12,520,712 | $1,030,698 ▲ | 9.0% | 128,050 | 0.3% | Retail/Wholesale |
NOW ServiceNow | $12,484,072 | $603,488 ▼ | -4.6% | 12,143 | 0.3% | Computer and Technology |
IXUS iShares Core MSCI Total International Stock ETF | $12,341,771 | $325,243 ▲ | 2.7% | 159,640 | 0.3% | Manufacturing |
SCHD Schwab US Dividend Equity ETF | $12,189,085 | $4,079,070 ▼ | -25.1% | 459,965 | 0.3% | ETF |
EFV iShares MSCI EAFE Value ETF | $12,143,232 | $4,651,947 ▲ | 62.1% | 191,292 | 0.3% | ETF |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $12,114,322 | $1,499,796 ▲ | 14.1% | 481,109 | 0.3% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $11,993,984 | $533,818 ▼ | -4.3% | 494,190 | 0.3% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $11,768,076 | $1,003,345 ▲ | 9.3% | 485,281 | 0.3% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $11,744,626 | $1,177,807 ▼ | -9.1% | 275,695 | 0.3% | ETF |
TSM Taiwan Semiconductor Manufacturing | $11,706,646 | $5,610,185 ▲ | 92.0% | 51,687 | 0.3% | Computer and Technology |
RDVY First Trust Rising Dividend Achievers ETF | $11,629,255 | $675,146 ▲ | 6.2% | 185,356 | 0.3% | Manufacturing |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $11,207,377 | $7,738,929 ▲ | 223.1% | 205,791 | 0.3% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $11,123,153 | $1,476,408 ▼ | -11.7% | 116,693 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $11,087,832 | $1,350,499 ▲ | 13.9% | 259,425 | 0.3% | ETF |
IWM iShares Russell 2000 ETF | $11,072,147 | $2,269,456 ▼ | -17.0% | 51,310 | 0.3% | Finance |
ICSH iShares Ultra Short-Term Bond Active ETF | $10,375,350 | $3,550,962 ▲ | 52.0% | 204,602 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $10,303,660 | $2,586,114 ▼ | -20.1% | 124,260 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $10,263,939 | $308,374 ▲ | 3.1% | 36,679 | 0.3% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $9,867,625 | $3,536,820 ▲ | 55.9% | 385,454 | 0.2% | ETF |
BA Boeing | $9,666,123 | $4,877,901 ▲ | 101.9% | 46,132 | 0.2% | Aerospace |
BND Vanguard Total Bond Market ETF | $9,623,537 | $530,800 ▼ | -5.2% | 130,701 | 0.2% | ETF |
XOM Exxon Mobil | $9,472,187 | $369,647 ▲ | 4.1% | 87,868 | 0.2% | Energy |
XLK Technology Select Sector SPDR Fund | $9,356,848 | $159,535 ▲ | 1.7% | 36,950 | 0.2% | ETF |
PALANTIR TECHNOLOGIES INC
| $9,281,701 | $697,682 ▲ | 8.1% | 68,088 | 0.2% | CL A |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $9,173,040 | $1,475,724 ▲ | 19.2% | 67,928 | 0.2% | ETF |
PM Philip Morris International | $9,007,593 | $1,523,880 ▲ | 20.4% | 49,457 | 0.2% | Consumer Staples |
RSP Invesco S&P 500 Equal Weight ETF | $8,998,007 | $1,520,265 ▼ | -14.5% | 49,510 | 0.2% | ETF |
ABT Abbott Laboratories | $8,955,598 | $984,851 ▲ | 12.4% | 65,845 | 0.2% | Medical |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $8,911,866 | $1,079,768 ▲ | 13.8% | 118,999 | 0.2% | ETF |
CVX Chevron | $8,681,161 | $574,477 ▲ | 7.1% | 60,627 | 0.2% | Energy |
KO CocaCola | $8,265,192 | $2,044,596 ▲ | 32.9% | 116,823 | 0.2% | Consumer Staples |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $8,174,907 | $2,096,430 ▼ | -20.4% | 243,446 | 0.2% | ETF |
IBM International Business Machines | $8,132,959 | $693,026 ▲ | 9.3% | 27,590 | 0.2% | Computer and Technology |
VB Vanguard Small-Cap ETF | $8,058,001 | $232,713 ▲ | 3.0% | 34,003 | 0.2% | ETF |
PULS PGIM Ultra Short Bond ETF | $8,052,098 | $372,204 ▲ | 4.8% | 161,819 | 0.2% | ETF |
VYM Vanguard High Dividend Yield ETF | $7,950,697 | $908,369 ▲ | 12.9% | 59,641 | 0.2% | ETF |