AAPL Apple | $20,191,870 | $23,996 ▲ | 0.1% | 90,879 | 13.2% | Computer and Technology |
AMZN Amazon.com | $8,800,381 | $263,132 ▲ | 3.1% | 46,254 | 5.7% | Retail/Wholesale |
SPLG SPDR Portfolio S&P 500 ETF | $7,994,331 | $591,846 ▲ | 8.0% | 121,567 | 5.2% | ETF |
QQQM Invesco NASDAQ 100 ETF | $7,341,261 | $471,002 ▲ | 6.9% | 38,031 | 4.8% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $7,099,544 | $147,682 ▲ | 2.1% | 213,589 | 4.6% | ETF |
NVDA NVIDIA | $6,532,466 | $691,701 ▲ | 11.8% | 60,272 | 4.3% | Computer and Technology |
DIA SPDR Dow Jones Industrial Average ETF Trust | $5,636,908 | $14,272 ▼ | -0.3% | 13,429 | 3.7% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $5,488,521 | $236,198 ▲ | 4.5% | 94,063 | 3.6% | ETF |
MSFT Microsoft | $4,994,258 | $17,661 ▼ | -0.4% | 13,291 | 3.3% | Computer and Technology |
BKLN Invesco Senior Loan ETF | $3,484,570 | $94,350 ▲ | 2.8% | 168,337 | 2.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,217,837 | $3,000 ▲ | 0.1% | 40,760 | 2.1% | ETF |
WMT Walmart | $3,038,489 | $237,471 ▲ | 8.5% | 34,611 | 2.0% | Retail/Wholesale |
LLY Eli Lilly and Company | $2,871,945 | $62,020 ▲ | 2.2% | 3,473 | 1.9% | Medical |
BRK.B Berkshire Hathaway | $2,871,148 | $69,768 ▲ | 2.5% | 5,391 | 1.9% | Finance |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $2,472,829 | $86,400 ▲ | 3.6% | 58,157 | 1.6% | ETF |
PALANTIR TECHNOLOGIES INC
| $2,312,222 | $1,253,593 ▲ | 118.4% | 27,396 | 1.5% | CL A |
GOOG Alphabet | $2,271,938 | $157,823 ▲ | 7.5% | 14,525 | 1.5% | Computer and Technology |
IJR iShares Core S&P Small-Cap ETF | $2,041,147 | $74,967 ▲ | 3.8% | 19,522 | 1.3% | ETF |
XLF Financial Select Sector SPDR Fund | $1,989,878 | $148,133 ▼ | -6.9% | 39,950 | 1.3% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,956,380 | $104,654 ▲ | 5.7% | 69,971 | 1.3% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $1,858,410 | $118,003 ▲ | 6.8% | 20,883 | 1.2% | ETF |
XLC Communication Services Select Sector SPDR Fund | $1,786,121 | $54,498 ▼ | -3.0% | 18,550 | 1.2% | ETF |
BND Vanguard Total Bond Market ETF | $1,674,570 | $42,674 ▲ | 2.6% | 22,799 | 1.1% | ETF |
MCD McDonald's | $1,663,872 | $54,983 ▲ | 3.4% | 5,326 | 1.1% | Retail/Wholesale |
SCHW Charles Schwab | $1,354,000 | $19,334 ▼ | -1.4% | 17,298 | 0.9% | Finance |
IVV iShares Core S&P 500 ETF | $1,351,585 | $104,657 ▼ | -7.2% | 2,415 | 0.9% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,333,032 | $235,340 ▼ | -15.0% | 2,379 | 0.9% | Finance |
XLP Consumer Staples Select Sector SPDR Fund | $1,321,594 | $1,321,594 ▲ | New Holding | 16,182 | 0.9% | ETF |
TSLA Tesla | $1,288,546 | $165,863 ▼ | -11.4% | 4,972 | 0.8% | Auto/Tires/Trucks |
HD Home Depot | $1,229,584 | $44,699 ▼ | -3.5% | 3,356 | 0.8% | Retail/Wholesale |
PPA Invesco Aerospace & Defense ETF | $1,216,313 | $15,506 ▼ | -1.3% | 10,433 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $1,202,085 | $16,938 ▲ | 1.4% | 4,897 | 0.8% | Finance |
SCHG Schwab U.S. Large-Cap Growth ETF | $1,086,982 | $146,178 ▼ | -11.9% | 43,798 | 0.7% | ETF |
SHOP Shopify | $1,044,267 | $507,477 ▲ | 94.5% | 10,937 | 0.7% | Computer and Technology |
ABBV AbbVie | $1,010,971 | $102,878 ▲ | 11.3% | 4,825 | 0.7% | Medical |
IRM Iron Mountain | $975,962 | $8,345 ▼ | -0.8% | 11,344 | 0.6% | Business Services |
QQQ Invesco QQQ | $974,629 | $20,607 ▼ | -2.1% | 2,081 | 0.6% | Finance |
META Meta Platforms | $934,228 | $172,064 ▲ | 22.6% | 1,618 | 0.6% | Computer and Technology |
JNJ Johnson & Johnson | $911,532 | $76,583 ▼ | -7.8% | 5,499 | 0.6% | Medical |
VRT Vertiv | $894,380 | $115,751 ▲ | 14.9% | 12,386 | 0.6% | Computer and Technology |
NFLX Netflix | $834,614 | $17,718 ▲ | 2.2% | 895 | 0.5% | Consumer Discretionary |
HSY Hershey | $765,554 | $8,379 ▼ | -1.1% | 4,477 | 0.5% | Consumer Staples |
VTV Vanguard Value ETF | $743,603 | $15,726 ▼ | -2.1% | 4,303 | 0.5% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $738,797 | $4,474 ▲ | 0.6% | 13,541 | 0.5% | ETF |
UBER Uber Technologies | $692,186 | $41,167 ▲ | 6.3% | 9,500 | 0.5% | Computer and Technology |
CAT Caterpillar | $639,891 | $10,225 ▲ | 1.6% | 1,940 | 0.4% | Industrials |
PNC The PNC Financial Services Group | $591,569 | $103,867 ▲ | 21.3% | 3,366 | 0.4% | Finance |
VDC Vanguard Consumer Staples ETF | $590,247 | $35,647 ▼ | -5.7% | 2,699 | 0.4% | ETF |
CHENIERE ENERGY INC
| $588,726 | | 0.0% | 2,544 | 0.4% | COM NEW |
T AT&T | $585,892 | $37,187 ▲ | 6.8% | 20,718 | 0.4% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $577,808 | $63,246 ▲ | 12.3% | 11,365 | 0.4% | ETF |
IVE iShares S&P 500 Value ETF | $575,552 | $29,349 ▲ | 5.4% | 3,020 | 0.4% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $548,527 | $5,205 ▼ | -0.9% | 3,583 | 0.4% | ETF |
GE VERNOVA INC
| $541,940 | $78,161 ▲ | 16.9% | 1,775 | 0.4% | COM |
ENB Enbridge | $537,835 | | 0.0% | 12,138 | 0.4% | Energy |
GLD SPDR Gold Shares | $529,316 | $21,899 ▲ | 4.3% | 1,837 | 0.3% | Finance |
XLE Energy Select Sector SPDR Fund | $517,616 | $12,242 ▲ | 2.4% | 5,539 | 0.3% | ETF |
IGRO iShares International Dividend Growth ETF | $503,363 | $2,318 ▲ | 0.5% | 6,949 | 0.3% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $499,022 | $4,411 ▲ | 0.9% | 3,960 | 0.3% | ETF |
CRM Salesforce | $483,254 | $52,382 ▲ | 12.2% | 1,799 | 0.3% | Computer and Technology |
CHD Church & Dwight | $464,455 | | 0.0% | 4,218 | 0.3% | Consumer Staples |
BUG Global X Cybersecurity ETF | $464,154 | $6,988 ▼ | -1.5% | 14,348 | 0.3% | Manufacturing |
XLI Industrial Select Sector SPDR Fund | $452,240 | $7,472 ▲ | 1.7% | 3,450 | 0.3% | ETF |
ITB iShares U.S. Home Construction ETF | $450,841 | $16,330 ▼ | -3.5% | 4,721 | 0.3% | ETF |
SMH VanEck Semiconductor ETF | $448,790 | $52,264 ▲ | 13.2% | 2,121 | 0.3% | Manufacturing |
VRTX Vertex Pharmaceuticals | $436,339 | $50,906 ▲ | 13.2% | 900 | 0.3% | Medical |
IWR iShares Russell Mid-Cap ETF | $427,068 | $89,088 ▼ | -17.3% | 5,067 | 0.3% | ETF |
GE GE Aerospace | $411,862 | $40,045 ▲ | 10.8% | 2,057 | 0.3% | Industrials |
SPHQ Invesco S&P 500 Quality ETF | $405,265 | $3,781 ▲ | 0.9% | 6,109 | 0.3% | ETF |
CWB SPDR Bloomberg Convertible Securities ETF | $392,915 | $60,761 ▲ | 18.3% | 5,128 | 0.3% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $388,821 | $1,162 ▲ | 0.3% | 3,681 | 0.3% | ETF |
FILL iShares MSCI Global Energy Producers ETF | $383,413 | $12,434 ▼ | -3.1% | 15,418 | 0.3% | ETF |
FCG First Trust Natural Gas ETF | $377,955 | $11,607 ▼ | -3.0% | 15,207 | 0.2% | ETF |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $371,667 | $1,055 ▲ | 0.3% | 7,398 | 0.2% | ETF |
MMSI Merit Medical Systems | $363,857 | $71,038 ▼ | -16.3% | 3,442 | 0.2% | Medical |
KO Coca-Cola | $361,700 | $7,160 ▼ | -1.9% | 5,052 | 0.2% | Consumer Staples |
AMZA InfraCap MLP ETF | $354,088 | $6,697 ▲ | 1.9% | 7,455 | 0.2% | ETF |
IWB iShares Russell 1000 ETF | $350,977 | $614 ▲ | 0.2% | 1,144 | 0.2% | ETF |
MUB iShares National Muni Bond ETF | $350,645 | $39,324 ▼ | -10.1% | 3,326 | 0.2% | ETF |
LOW Lowe's Companies | $338,879 | | 0.0% | 1,453 | 0.2% | Retail/Wholesale |
ADBE Adobe | $332,900 | $33,367 ▼ | -9.1% | 868 | 0.2% | Computer and Technology |
PFE Pfizer | $315,301 | $7,678 ▼ | -2.4% | 12,443 | 0.2% | Medical |
CME CME Group | $309,747 | $2,123 ▲ | 0.7% | 1,167 | 0.2% | Finance |
QCOM QUALCOMM | $305,638 | $19,515 ▲ | 6.8% | 1,989 | 0.2% | Computer and Technology |
VHT Vanguard Health Care ETF | $297,260 | $265 ▲ | 0.1% | 1,123 | 0.2% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $279,181 | $115,747 ▼ | -29.3% | 10,731 | 0.2% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $278,268 | $278,268 ▲ | New Holding | 2,971 | 0.2% | ETF |
PPG PPG Industries | $263,951 | $9,950 ▼ | -3.6% | 2,414 | 0.2% | Basic Materials |
DFAC Dimensional U.S. Core Equity 2 ETF | $250,644 | $8,281 ▼ | -3.2% | 7,627 | 0.2% | ETF |
CRWD CrowdStrike | $248,219 | $248,219 ▲ | New Holding | 704 | 0.2% | Computer and Technology |
PPL PPL | $239,587 | $4,983 ▼ | -2.0% | 6,635 | 0.2% | Utilities |
VST Vistra | $233,182 | $16,446 ▲ | 7.6% | 1,985 | 0.2% | Utilities |
JMST JPMorgan Ultra-Short Municipal ETF | $231,007 | $3,254 ▲ | 1.4% | 4,544 | 0.2% | ETF |
PEJ Invesco Leisure and Entertainment ETF | $224,599 | $195 ▲ | 0.1% | 4,618 | 0.1% | ETF |
LMT Lockheed Martin | $223,706 | | 0.0% | 501 | 0.1% | Aerospace |
DGRO iShares Core Dividend Growth ETF | $217,023 | $20,747 ▼ | -8.7% | 3,567 | 0.1% | ETF |
VEEV Veeva Systems | $214,030 | $214,030 ▲ | New Holding | 924 | 0.1% | Medical |
BSV Vanguard Short-Term Bond ETF | $212,923 | | 0.0% | 2,720 | 0.1% | ETF |
IHE iShares U.S. Pharmaceuticals ETF | $207,819 | $40,068 ▼ | -16.2% | 2,946 | 0.1% | ETF |
AVGO Broadcom | $205,789 | $205,789 ▲ | New Holding | 1,229 | 0.1% | Computer and Technology |
