CAT Caterpillar | $10,411,152 | $23,076 ▼ | -0.2% | 26,619 | 4.6% | Industrial Products |
SPYG SPDR Portfolio S&P 500 Growth ETF | $9,721,383 | $659,870 ▼ | -6.4% | 117,210 | 4.3% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $8,994,298 | $2,902,387 ▲ | 47.6% | 177,262 | 4.0% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $8,020,891 | $339,036 ▼ | -4.1% | 118,810 | 3.5% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $6,862,896 | $157,575 ▲ | 2.4% | 129,832 | 3.0% | ETF |
FLRT Pacer Pacific Asset Floating Rate High Income ETF | $4,780,866 | $1,795,217 ▲ | 60.1% | 100,671 | 2.1% | ETF |
AAPL Apple | $4,738,506 | $115,801 ▼ | -2.4% | 20,337 | 2.1% | Computer and Technology |
ACWI iShares MSCI ACWI ETF | $4,724,706 | $85,597 ▲ | 1.8% | 39,521 | 2.1% | Manufacturing |
CVX Chevron | $4,170,150 | $19,293 ▲ | 0.5% | 28,316 | 1.8% | Oils/Energy |
MSFT Microsoft | $4,112,354 | $388,989 ▼ | -8.6% | 9,557 | 1.8% | Computer and Technology |
SPAB SPDR Portfolio Aggregate Bond ETF | $3,841,499 | $12,364 ▼ | -0.3% | 146,959 | 1.7% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $3,652,234 | $111,888 ▼ | -3.0% | 80,005 | 1.6% | ETF |
DFUS Dimensional U.S. Equity ETF | $3,611,208 | $247,680 ▲ | 7.4% | 58,058 | 1.6% | ETF |
ILTB iShares Core 10+ Year USD Bond ETF | $3,592,681 | $32,708 ▲ | 0.9% | 67,443 | 1.6% | ETF |
VOO Vanguard S&P 500 ETF | $2,859,818 | $77,563 ▼ | -2.6% | 5,420 | 1.3% | ETF |
NVDA NVIDIA | $2,646,850 | $47,361 ▼ | -1.8% | 21,796 | 1.2% | Computer and Technology |
SHV iShares Short Treasury Bond ETF | $2,607,992 | $2,607,992 ▲ | New Holding | 23,574 | 1.2% | ETF |
USRT iShares Core U.S. REIT ETF | $2,569,548 | $84,597 ▲ | 3.4% | 41,734 | 1.1% | ETF |
SLV iShares Silver Trust | $2,440,007 | $233,728 ▲ | 10.6% | 85,886 | 1.1% | ETF |
GLD SPDR Gold Shares | $2,367,843 | $298,715 ▲ | 14.4% | 9,742 | 1.0% | Finance |
QQQ Invesco QQQ | $2,359,422 | $37,095 ▲ | 1.6% | 4,834 | 1.0% | Finance |
VYM Vanguard High Dividend Yield ETF | $2,298,293 | $43,333 ▲ | 1.9% | 17,927 | 1.0% | ETF |
AMZN Amazon.com | $2,254,779 | $70,060 ▼ | -3.0% | 12,101 | 1.0% | Retail/Wholesale |
PSFF Pacer Swan SOS Fund of Funds ETF | $2,216,573 | $191,523 ▲ | 9.5% | 77,125 | 1.0% | ETF |
FJAN FT Vest U.S. Equity Buffer ETF - January | $2,215,509 | $7,200 ▲ | 0.3% | 49,542 | 1.0% | ETF |
BRK.B Berkshire Hathaway | $2,148,494 | $34,059 ▼ | -1.6% | 4,668 | 0.9% | Finance |
RDFI Rareview Dynamic Fixed Income ETF | $2,136,555 | $1,029,383 ▲ | 93.0% | 84,650 | 0.9% | ETF |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $2,081,005 | $30,665 ▼ | -1.5% | 22,666 | 0.9% | ETF |
FPE First Trust Preferred Securities and Income ETF | $1,954,041 | $40,508 ▲ | 2.1% | 107,958 | 0.9% | ETF |
VUG Vanguard Growth ETF | $1,950,987 | $6,142 ▲ | 0.3% | 5,082 | 0.9% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $1,848,024 | $69,091 ▲ | 3.9% | 31,054 | 0.8% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $1,789,902 | $140,608 ▲ | 8.5% | 21,526 | 0.8% | Manufacturing |
META Meta Platforms | $1,761,489 | $21,181 ▲ | 1.2% | 3,077 | 0.8% | Computer and Technology |
YYY Amplify High Income ETF | $1,749,277 | $98,874 ▲ | 6.0% | 141,872 | 0.8% | ETF |
STIP iShares 0-5 Year TIPS Bond ETF | $1,649,388 | $88,655 ▲ | 5.7% | 16,279 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,521,913 | $650,527 ▼ | -29.9% | 2,653 | 0.7% | Finance |
V Visa | $1,473,678 | $12,922 ▲ | 0.9% | 5,360 | 0.7% | Business Services |
AWF AllianceBernstein Global High Income Fund | $1,388,730 | $58,798 ▲ | 4.4% | 122,463 | 0.6% | Finance |
XLK Technology Select Sector SPDR Fund | $1,302,360 | $16,931 ▼ | -1.3% | 5,769 | 0.6% | ETF |
BND Vanguard Total Bond Market ETF | $1,249,906 | $134,973 ▼ | -9.7% | 16,641 | 0.6% | ETF |
JPUS JPMorgan Diversified Return US Equity ETF | $1,230,269 | $26,688 ▲ | 2.2% | 10,280 | 0.5% | ETF |
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $1,210,547 | $97,421 ▲ | 8.8% | 27,076 | 0.5% | Finance |
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF | $1,178,273 | $9,984 ▲ | 0.9% | 6,963 | 0.5% | ETF |
MSI Motorola Solutions | $1,150,162 | $899 ▼ | -0.1% | 2,558 | 0.5% | Computer and Technology |
HD Home Depot | $1,111,975 | $49,439 ▼ | -4.3% | 2,744 | 0.5% | Retail/Wholesale |
SECT Main Sector Rotation ETF | $1,109,651 | $90,549 ▲ | 8.9% | 20,637 | 0.5% | ETF |
FLOT iShares Floating Rate Bond ETF | $1,106,099 | $8,932 ▲ | 0.8% | 21,671 | 0.5% | ETF |
FTSM First Trust Enhanced Short Maturity ETF | $1,095,561 | $327,190 ▼ | -23.0% | 18,299 | 0.5% | Manufacturing |
COST Costco Wholesale | $1,070,971 | $63,833 ▼ | -5.6% | 1,208 | 0.5% | Retail/Wholesale |
TFI SPDR Nuveen Barclays Municipal Bond ETF | $1,068,848 | $23,462 ▼ | -2.1% | 22,824 | 0.5% | Finance |
PGX Invesco Preferred ETF | $1,044,778 | $33,642 ▲ | 3.3% | 84,597 | 0.5% | ETF |
KR Kroger | $1,044,501 | $11,402 ▼ | -1.1% | 18,229 | 0.5% | Retail/Wholesale |
KYN Kayne Anderson Energy Infrastructure Fund | $1,029,594 | $15,961 ▲ | 1.6% | 93,599 | 0.5% | Financial Services |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $1,016,763 | $6,243 ▲ | 0.6% | 10,098 | 0.4% | ETF |
BUFR FT Vest Laddered Buffer ETF | $1,013,420 | $103,240 ▲ | 11.3% | 33,905 | 0.4% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,005,419 | $8,715 ▼ | -0.9% | 5,076 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $1,004,047 | $86,506 ▲ | 9.4% | 1,741 | 0.4% | ETF |
PLTR Palantir Technologies | $988,106 | $327,285 ▼ | -24.9% | 26,562 | 0.4% | Business Services |
BKLN Invesco Senior Loan ETF | $981,734 | $33,637 ▲ | 3.5% | 46,727 | 0.4% | ETF |
XOM Exxon Mobil | $973,399 | $5,275 ▼ | -0.5% | 8,304 | 0.4% | Oils/Energy |
DVY iShares Select Dividend ETF | $954,577 | $33,093 ▼ | -3.4% | 7,067 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $947,876 | $30,394 ▼ | -3.1% | 9,730 | 0.4% | ETF |
SOXX iShares Semiconductor ETF | $940,887 | $168,114 ▲ | 21.8% | 4,080 | 0.4% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $934,948 | $21,847 ▲ | 2.4% | 6,248 | 0.4% | ETF |
ARCC Ares Capital | $933,171 | $230 ▼ | 0.0% | 44,564 | 0.4% | Finance |
MO Altria Group | $917,293 | $5,819 ▼ | -0.6% | 17,972 | 0.4% | Consumer Staples |
USHY iShares Broad USD High Yield Corporate Bond ETF | $882,537 | $145,289 ▲ | 19.7% | 23,441 | 0.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $878,148 | $41,960 ▲ | 5.0% | 10,485 | 0.4% | ETF |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $853,585 | $6,805 ▼ | -0.8% | 17,311 | 0.4% | Manufacturing |
XLE Energy Select Sector SPDR Fund | $836,174 | $1,898,161 ▼ | -69.4% | 9,524 | 0.4% | ETF |
HSY Hershey | $824,275 | $12,466 ▲ | 1.5% | 4,298 | 0.4% | Consumer Staples |
HON Honeywell International | $811,957 | $11,369 ▲ | 1.4% | 3,928 | 0.4% | Multi-Sector Conglomerates |
EFA iShares MSCI EAFE ETF | $811,931 | $1,254 ▲ | 0.2% | 9,709 | 0.4% | Finance |
AMPLIFY ETF TR
| $798,628 | $11,267 ▲ | 1.4% | 11,696 | 0.4% | AMPLIFY CYBERSEC |
IAU iShares Gold Trust | $773,552 | $234,491 ▲ | 43.5% | 15,564 | 0.3% | Finance |
JNJ Johnson & Johnson | $770,185 | $8,914 ▼ | -1.1% | 4,752 | 0.3% | Medical |
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF | $761,629 | $274,299 ▲ | 56.3% | 20,064 | 0.3% | ETF |
KSS Kohl's | $740,965 | $17,302 ▲ | 2.4% | 35,117 | 0.3% | Retail/Wholesale |
ET Energy Transfer | $726,604 | $46,208 ▼ | -6.0% | 45,271 | 0.3% | Oils/Energy |
VBK Vanguard Small-Cap Growth ETF | $726,271 | $21,392 ▼ | -2.9% | 2,716 | 0.3% | ETF |
CGUS Capital Group Core Equity ETF | $705,791 | $127,556 ▲ | 22.1% | 20,589 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $700,796 | $2,192 ▲ | 0.3% | 2,878 | 0.3% | ETF |
GOOG Alphabet | $688,446 | $14,879 ▲ | 2.2% | 4,118 | 0.3% | Computer and Technology |
EWA iShares MSCI Australia ETF | $687,615 | $6,262 ▲ | 0.9% | 25,364 | 0.3% | Finance |
VEA Vanguard FTSE Developed Markets ETF | $684,573 | $20,490 ▲ | 3.1% | 12,963 | 0.3% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $674,343 | $57,991 ▼ | -7.9% | 28,757 | 0.3% | ETF |
LLY Eli Lilly and Company | $666,227 | $65,560 ▲ | 10.9% | 752 | 0.3% | Medical |
IGLD FT Vest Gold Strategy Target Income ETF | $658,834 | $287,636 ▲ | 77.5% | 30,544 | 0.3% | ETF |
CLX Clorox | $647,918 | $50,178 ▲ | 8.4% | 3,977 | 0.3% | Consumer Staples |
WFC.PL Wells Fargo & Co. Pfd. Series L | $646,229 | | 0.0% | 504 | 0.3% | Finance |
AAXJ iShares MSCI All Country Asia ex Japan ETF | $643,256 | $4,707 ▼ | -0.7% | 8,200 | 0.3% | ETF |
PKW Invesco BuyBack Achievers ETF | $636,960 | $19,468 ▼ | -3.0% | 5,562 | 0.3% | ETF |
FTCS First Trust Capital Strength ETF | $628,154 | $7,082 ▼ | -1.1% | 6,918 | 0.3% | ETF |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $617,144 | $72,759 ▲ | 13.4% | 16,964 | 0.3% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $613,154 | | 0.0% | 22,701 | 0.3% | ETF |
AFL Aflac | $609,689 | $15,765 ▼ | -2.5% | 5,453 | 0.3% | Finance |
IVE iShares S&P 500 Value ETF | $607,435 | $29,573 ▼ | -4.6% | 3,081 | 0.3% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $606,049 | $10,837 ▼ | -1.8% | 5,984 | 0.3% | Finance |
FSK FS KKR Capital | $602,928 | $104,214 ▲ | 20.9% | 30,559 | 0.3% | Finance |
BUFB Innovator Laddered Allocation Buffer ETF | $602,716 | $16,264 ▲ | 2.8% | 19,085 | 0.3% | ETF |
