IVV iShares Core S&P 500 ETF | $21,477,072 | $901,869 ▲ | 4.4% | 36,483 | 5.5% | ETF |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $13,494,002 | $901,636 ▼ | -6.3% | 268,163 | 3.5% | Finance |
AAPL Apple | $11,636,318 | $84,893 ▼ | -0.7% | 46,467 | 3.0% | Computer and Technology |
SCHF Schwab International Equity ETF | $10,759,396 | $4,897,375 ▲ | 83.5% | 581,589 | 2.8% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $8,853,720 | $1,263,609 ▲ | 16.6% | 206,284 | 2.3% | Finance |
FLOT iShares Floating Rate Bond ETF | $7,668,190 | $433,753 ▲ | 6.0% | 150,711 | 2.0% | ETF |
MSFT Microsoft | $7,404,021 | $36,251 ▲ | 0.5% | 17,565 | 1.9% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $6,886,547 | $141,834 ▼ | -2.0% | 11,750 | 1.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $6,786,099 | $5,167,910 ▲ | 319.4% | 243,491 | 1.8% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $6,711,045 | $3,909,205 ▲ | 139.5% | 225,961 | 1.7% | ETF |
VTV Vanguard Value ETF | $6,199,410 | $116,312 ▲ | 1.9% | 36,617 | 1.6% | ETF |
EMXC iShares MSCI Emerging Markets ex China ETF | $5,792,269 | $311,186 ▲ | 5.7% | 104,459 | 1.5% | Manufacturing |
DON WisdomTree U.S. MidCap Dividend Fund | $5,632,022 | $285,281 ▲ | 5.3% | 110,496 | 1.5% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $5,501,637 | $192,103 ▲ | 3.6% | 88,294 | 1.4% | ETF |
QQQ Invesco QQQ | $4,934,671 | $40,901 ▲ | 0.8% | 9,652 | 1.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $4,468,868 | $50,977 ▼ | -1.1% | 93,451 | 1.2% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $4,462,479 | $373,342 ▲ | 9.1% | 88,594 | 1.2% | ETF |
JNJ Johnson & Johnson | $4,422,913 | $103,262 ▼ | -2.3% | 30,582 | 1.1% | Medical |
HD Home Depot | $4,422,852 | $38,899 ▲ | 0.9% | 11,370 | 1.1% | Retail/Wholesale |
NVDA NVIDIA | $4,239,386 | $38,139 ▼ | -0.9% | 31,568 | 1.1% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4,218,155 | $108,210 ▲ | 2.6% | 81,588 | 1.1% | Manufacturing |
PFFD Global X U.S. Preferred ETF | $4,027,329 | $446,098 ▼ | -10.0% | 206,423 | 1.0% | ETF |
MRK Merck & Co., Inc. | $3,918,954 | $239,948 ▼ | -5.8% | 39,394 | 1.0% | Medical |
EPI WisdomTree India Earnings Fund | $3,889,165 | $759,951 ▲ | 24.3% | 85,910 | 1.0% | Finance |
AFL Aflac | $3,775,582 | $21,516 ▼ | -0.6% | 36,500 | 1.0% | Finance |
JPM JPMorgan Chase & Co. | $3,648,109 | $19,178 ▼ | -0.5% | 15,218 | 0.9% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $3,547,432 | $637,156 ▲ | 21.9% | 77,000 | 0.9% | ETF |
COST Costco Wholesale | $3,476,832 | $126,464 ▼ | -3.5% | 3,794 | 0.9% | Retail/Wholesale |
GOOG Alphabet | $3,436,919 | $17,521 ▲ | 0.5% | 18,047 | 0.9% | Computer and Technology |
AMGN Amgen | $3,382,667 | $187,926 ▲ | 5.9% | 12,978 | 0.9% | Medical |
AMD Advanced Micro Devices | $3,330,422 | $910,998 ▲ | 37.7% | 27,572 | 0.9% | Computer and Technology |
PFF iShares Preferred and Income Securities ETF | $3,236,033 | $6,319 ▲ | 0.2% | 102,927 | 0.8% | ETF |
UL Unilever | $3,224,000 | $48,139 ▲ | 1.5% | 56,860 | 0.8% | Consumer Staples |
CIBR First Trust Nasdaq Cybersecurity ETF | $3,220,210 | $159,516 ▲ | 5.2% | 50,751 | 0.8% | Manufacturing |
KVUE Kenvue | $3,188,036 | $28,246 ▲ | 0.9% | 149,322 | 0.8% | Consumer Staples |
LMT Lockheed Martin | $3,133,206 | $8,748 ▼ | -0.3% | 6,447 | 0.8% | Aerospace |
CMI Cummins | $3,100,945 | $158,272 ▼ | -4.9% | 8,895 | 0.8% | Auto/Tires/Trucks |
SNA Snap-on | $3,034,261 | $15,957 ▲ | 0.5% | 8,937 | 0.8% | Consumer Discretionary |
IBM International Business Machines | $3,012,963 | $74,307 ▼ | -2.4% | 13,705 | 0.8% | Computer and Technology |
ORCL Oracle | $2,936,104 | $61,992 ▼ | -2.1% | 17,619 | 0.8% | Computer and Technology |
BRK.B Berkshire Hathaway | $2,857,930 | $24,024 ▼ | -0.8% | 6,305 | 0.7% | Finance |
CVX Chevron | $2,825,269 | $88,208 ▼ | -3.0% | 19,506 | 0.7% | Oils/Energy |
GOOGL Alphabet | $2,770,752 | $61,526 ▲ | 2.3% | 14,636 | 0.7% | Computer and Technology |
TJX TJX Companies | $2,751,421 | $18,364 ▼ | -0.7% | 22,774 | 0.7% | Retail/Wholesale |
ORLY O'Reilly Automotive | $2,698,881 | $55,733 ▼ | -2.0% | 2,276 | 0.7% | Retail/Wholesale |
PEP PepsiCo | $2,675,527 | $36,495 ▲ | 1.4% | 17,595 | 0.7% | Consumer Staples |
FUTY Fidelity MSCI Utilities Index ETF | $2,519,406 | $20,678 ▲ | 0.8% | 51,659 | 0.7% | ETF |
TRV Travelers Companies | $2,460,588 | $20,477 ▼ | -0.8% | 10,214 | 0.6% | Finance |
CSCO Cisco Systems | $2,439,711 | $48,485 ▼ | -1.9% | 41,211 | 0.6% | Computer and Technology |
HON Honeywell International | $2,439,413 | $224,989 ▲ | 10.2% | 10,799 | 0.6% | Multi-Sector Conglomerates |
PG Procter & Gamble | $2,431,604 | $7,041 ▼ | -0.3% | 14,504 | 0.6% | Consumer Staples |
DNP DNP Select Income Fund | $2,429,073 | $21,944 ▼ | -0.9% | 275,405 | 0.6% | Finance |
IVE iShares S&P 500 Value ETF | $2,401,225 | $48,296 ▲ | 2.1% | 12,579 | 0.6% | ETF |
XOM Exxon Mobil | $2,384,331 | $394,681 ▲ | 19.8% | 22,165 | 0.6% | Oils/Energy |
AMZN Amazon.com | $2,382,488 | $127,473 ▼ | -5.1% | 10,859 | 0.6% | Retail/Wholesale |
MCD McDonald's | $2,349,313 | $9,567 ▲ | 0.4% | 8,104 | 0.6% | Retail/Wholesale |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $2,331,853 | $1,006,437 ▼ | -30.1% | 47,203 | 0.6% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,330,231 | $14,406 ▲ | 0.6% | 28,792 | 0.6% | Manufacturing |
OSEA Harbor International Compounders ETF | $2,308,923 | $2,308,923 ▲ | New Holding | 89,320 | 0.6% | ETF |
VGK Vanguard FTSE Europe ETF | $2,161,443 | $105,298 ▼ | -4.6% | 34,054 | 0.6% | ETF |
RTX RTX | $2,149,636 | $24,533 ▲ | 1.2% | 18,576 | 0.6% | Aerospace |
TSM Taiwan Semiconductor Manufacturing | $2,118,738 | $43,647 ▼ | -2.0% | 10,728 | 0.5% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $2,116,174 | $18,550 ▼ | -0.9% | 16,427 | 0.5% | Manufacturing |
NVO Novo Nordisk A/S | $2,098,379 | $1,029,663 ▲ | 96.3% | 24,394 | 0.5% | Medical |
META Meta Platforms | $2,095,866 | $18,154 ▼ | -0.9% | 3,579 | 0.5% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $2,094,371 | $76,145 ▼ | -3.5% | 16,283 | 0.5% | ETF |
ABT Abbott Laboratories | $2,055,875 | $4,638 ▲ | 0.2% | 18,175 | 0.5% | Medical |
GD General Dynamics | $2,010,588 | $2,372 ▲ | 0.1% | 7,630 | 0.5% | Aerospace |
AGG iShares Core U.S. Aggregate Bond ETF | $1,968,835 | $67,443 ▲ | 3.5% | 20,318 | 0.5% | Finance |
IJR iShares Core S&P Small-Cap ETF | $1,958,394 | $31,918 ▼ | -1.6% | 16,996 | 0.5% | ETF |
GLD SPDR Gold Shares | $1,941,569 | $484 ▲ | 0.0% | 8,019 | 0.5% | Finance |
ACN Accenture | $1,940,837 | $42,567 ▼ | -2.1% | 5,517 | 0.5% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $1,938,856 | $173,917 ▲ | 9.9% | 6,923 | 0.5% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,759,036 | $3,451 ▲ | 0.2% | 34,149 | 0.5% | Manufacturing |
FLTB Fidelity Limited Term Bond ETF | $1,727,988 | $80,550 ▲ | 4.9% | 34,817 | 0.4% | ETF |
PFE Pfizer | $1,602,240 | $1,198,821 ▼ | -42.8% | 60,393 | 0.4% | Medical |
IVW iShares S&P 500 Growth ETF | $1,595,537 | $60,414 ▼ | -3.6% | 15,714 | 0.4% | ETF |
ADP Automatic Data Processing | $1,566,168 | $11,417 ▼ | -0.7% | 5,350 | 0.4% | Business Services |
VDC Vanguard Consumer Staples ETF | $1,524,759 | $51,586 ▲ | 3.5% | 7,212 | 0.4% | ETF |
DGRO iShares Core Dividend Growth ETF | $1,518,544 | $453,245 ▲ | 42.5% | 24,756 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $1,479,841 | $1,078 ▼ | -0.1% | 2,746 | 0.4% | ETF |
APD Air Products and Chemicals | $1,474,692 | $4,641 ▲ | 0.3% | 5,084 | 0.4% | Basic Materials |
GPC Genuine Parts | $1,463,712 | $186,117 ▼ | -11.3% | 12,536 | 0.4% | Retail/Wholesale |
IWO iShares Russell 2000 Growth ETF | $1,394,248 | $69,655 ▲ | 5.3% | 4,844 | 0.4% | ETF |
PYLD PIMCO Multi Sector Bond Active ETF | $1,394,056 | $1,394,056 ▲ | New Holding | 53,783 | 0.4% | ETF |
ROL Rollins | $1,385,652 | $50,337 ▼ | -3.5% | 29,895 | 0.4% | Construction |
IJK iShares S&P Mid-Cap 400 Growth ETF | $1,373,305 | $66,742 ▲ | 5.1% | 15,103 | 0.4% | ETF |
ZTS Zoetis | $1,372,751 | $8,473 ▼ | -0.6% | 8,425 | 0.4% | Medical |
DXJ WisdomTree Japan Hedged Equity Fund | $1,360,519 | $1,042,311 ▲ | 327.6% | 12,335 | 0.4% | Finance |
KMB Kimberly-Clark | $1,298,154 | $11,663 ▼ | -0.9% | 9,906 | 0.3% | Consumer Staples |
UPS United Parcel Service | $1,280,214 | $266,459 ▼ | -17.2% | 10,152 | 0.3% | Transportation |
APH Amphenol | $1,271,319 | $58,409 ▼ | -4.4% | 18,305 | 0.3% | Computer and Technology |
TSCO Tractor Supply | $1,256,089 | $1,005,211 ▲ | 400.7% | 23,672 | 0.3% | Retail/Wholesale |
ABBV AbbVie | $1,227,019 | $1,599 ▲ | 0.1% | 6,905 | 0.3% | Medical |
PREF Principal Spectrum Preferred Securities Active ETF | $1,224,453 | $1,224,453 ▲ | New Holding | 65,795 | 0.3% | ETF |
J P MORGAN EXCHANGE TRADED F
| $1,203,661 | $1,203,661 ▲ | New Holding | 23,362 | 0.3% | JPMORGAM LTD DUR |
KO Coca-Cola | $1,178,688 | $30,010 ▲ | 2.6% | 18,931 | 0.3% | Consumer Staples |
DEO Diageo | $1,159,742 | $86,580 ▲ | 8.1% | 9,122 | 0.3% | Consumer Staples |
GIS General Mills | $1,128,976 | $4,081 ▲ | 0.4% | 17,703 | 0.3% | Consumer Staples |
BDX Becton, Dickinson and Company | $1,093,552 | $40,611 ▼ | -3.6% | 4,820 | 0.3% | Medical |
