AAPL Apple | $1,030,973 | $10,933 ▼ | -1.0% | 4,641,306 | 2.9% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $872,859 | $94,633 ▼ | -9.8% | 1,553,407 | 2.5% | ETF |
MSFT Microsoft | $783,862 | $3,035 ▼ | -0.4% | 2,088,126 | 2.2% | Computer and Technology |
XLK Technology Select Sector SPDR Fund | $533,510 | $2,201 ▲ | 0.4% | 2,583,831 | 1.5% | ETF |
XLV Health Care Select Sector SPDR Fund | $504,134 | $2,745 ▲ | 0.5% | 3,452,734 | 1.4% | ETF |
AMZN Amazon.com | $482,578 | $527 ▲ | 0.1% | 2,536,411 | 1.4% | Retail/Wholesale |
NVDA NVIDIA | $470,178 | $7,048 ▼ | -1.5% | 4,338,240 | 1.3% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $467,113 | $13,121 ▼ | -2.7% | 9,377,886 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $425,578 | $14,792 ▼ | -3.4% | 1,734,927 | 1.2% | Finance |
IUSB iShares Core Total USD Bond Market ETF | $397,625 | $5,338 ▲ | 1.4% | 8,629,011 | 1.1% | Manufacturing |
QQQ Invesco QQQ | $393,215 | $20,324 ▲ | 5.5% | 838,553 | 1.1% | Finance |
SPY SPDR S&P 500 ETF Trust | $321,162 | $935 ▲ | 0.3% | 574,128 | 0.9% | Finance |
BBUS JP Morgan BetaBuilders U.S. Equity ETF | $319,753 | $319,753 ▲ | New Holding | 3,169,322 | 0.9% | ETF |
VPL Vanguard FTSE Pacific ETF | $286,681 | $10,900 ▼ | -3.7% | 3,956,398 | 0.8% | ETF |
IWF iShares Russell 1000 Growth ETF | $286,080 | $1,963 ▼ | -0.7% | 792,268 | 0.8% | ETF |
V Visa | $285,661 | $5,395 ▼ | -1.9% | 815,103 | 0.8% | Business Services |
GOOGL Alphabet | $283,833 | $179 ▼ | -0.1% | 1,835,443 | 0.8% | Computer and Technology |
AVGO Broadcom | $279,728 | $5,388 ▼ | -1.9% | 1,670,718 | 0.8% | Computer and Technology |
QUAL iShares MSCI USA Quality Factor ETF | $264,669 | $13,223 ▲ | 5.3% | 1,548,765 | 0.8% | ETF |
BRK.B Berkshire Hathaway | $258,483 | $10,359 ▼ | -3.9% | 485,341 | 0.7% | Finance |
META Meta Platforms | $256,006 | $18,085 ▲ | 7.6% | 444,177 | 0.7% | Computer and Technology |
XLY Consumer Discretionary Select Sector SPDR Fund | $248,784 | $6,257 ▼ | -2.5% | 1,259,918 | 0.7% | Finance |
VEU Vanguard FTSE All-World ex-US ETF | $244,568 | $19,385 ▼ | -7.3% | 4,031,790 | 0.7% | ETF |
XLC Communication Services Select Sector SPDR Fund | $244,124 | $15,893 ▼ | -6.1% | 2,531,090 | 0.7% | ETF |
LLY Eli Lilly and Company | $241,913 | $3,694 ▼ | -1.5% | 292,904 | 0.7% | Medical |
VYM Vanguard High Dividend Yield ETF | $235,278 | $2,573 ▲ | 1.1% | 1,824,424 | 0.7% | ETF |
XLP Consumer Staples Select Sector SPDR Fund | $230,359 | $4,325 ▼ | -1.8% | 2,820,605 | 0.7% | ETF |
JNJ Johnson & Johnson | $222,746 | $8,351 ▲ | 3.9% | 1,343,140 | 0.6% | Medical |
IVW iShares S&P 500 Growth ETF | $220,690 | $6,588 ▲ | 3.1% | 2,377,360 | 0.6% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $214,021 | $4,122 ▼ | -1.9% | 1,811,665 | 0.6% | ETF |
WMT Walmart | $204,761 | $4,944 ▼ | -2.4% | 2,332,398 | 0.6% | Retail/Wholesale |
CVX Chevron | $202,538 | $1,288 ▲ | 0.6% | 1,210,698 | 0.6% | Energy |
VOO Vanguard S&P 500 ETF | $197,903 | $1,241 ▲ | 0.6% | 385,093 | 0.6% | ETF |
ABBV AbbVie | $194,377 | $6,041 ▼ | -3.0% | 927,724 | 0.6% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $185,901 | $5,573 ▼ | -2.9% | 3,657,305 | 0.5% | ETF |
XOM Exxon Mobil | $185,814 | $8,075 ▲ | 4.5% | 1,562,382 | 0.5% | Energy |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $184,041 | $2,753 ▲ | 1.5% | 3,774,434 | 0.5% | ETF |
IVE iShares S&P 500 Value ETF | $175,625 | $48,142 ▲ | 37.8% | 921,530 | 0.5% | ETF |
MRK Merck & Co., Inc. | $169,413 | $1,357 ▼ | -0.8% | 1,887,396 | 0.5% | Medical |
PG Procter & Gamble | $166,306 | $4,241 ▲ | 2.6% | 975,858 | 0.5% | Consumer Staples |
MA Mastercard | $160,599 | $1,084 ▼ | -0.7% | 293,000 | 0.5% | Business Services |
HD Home Depot | $159,854 | $1,748 ▲ | 1.1% | 436,176 | 0.5% | Retail/Wholesale |
VCSH Vanguard Short-Term Corporate Bond ETF | $158,587 | $7,511 ▼ | -4.5% | 2,008,957 | 0.4% | ETF |
IGV iShares Expanded Tech-Software Sector ETF | $151,483 | $96,634 ▲ | 176.2% | 1,702,248 | 0.4% | ETF |
UNH UnitedHealth Group | $150,241 | $6,264 ▼ | -4.0% | 286,857 | 0.4% | Medical |
VONG Vanguard Russell 1000 Growth ETF | $149,926 | $12,451 ▼ | -7.7% | 1,615,754 | 0.4% | ETF |
IBM International Business Machines | $147,884 | $7,803 ▼ | -5.0% | 594,722 | 0.4% | Computer and Technology |
CMCSA Comcast | $147,280 | $4,860 ▲ | 3.4% | 3,991,337 | 0.4% | Consumer Discretionary |
EFV iShares MSCI EAFE Value ETF | $143,922 | $42,186 ▼ | -22.7% | 2,441,832 | 0.4% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $141,557 | $1,031 ▲ | 0.7% | 2,477,365 | 0.4% | ETF |
PEP PepsiCo | $136,258 | $4,018 ▲ | 3.0% | 908,751 | 0.4% | Consumer Staples |
VGT Vanguard Information Technology ETF | $135,615 | $370 ▲ | 0.3% | 250,036 | 0.4% | ETF |
VONV Vanguard Russell 1000 Value | $132,584 | $11,169 ▼ | -7.8% | 1,606,301 | 0.4% | ETF |
AMGN Amgen | $128,222 | $10,935 ▲ | 9.3% | 411,562 | 0.4% | Medical |
ETN Eaton | $122,728 | $1,048 ▼ | -0.8% | 451,488 | 0.3% | Industrials |
TLH iShares 10-20 Year Treasury Bond ETF | $121,994 | $73,104 ▲ | 149.5% | 1,175,847 | 0.3% | ETF |
MCD McDonald's | $118,156 | $3,746 ▼ | -3.1% | 378,257 | 0.3% | Retail/Wholesale |
MBB iShares MBS ETF | $117,171 | $22,601 ▼ | -16.2% | 1,249,427 | 0.3% | ETF |
RTX RTX | $116,446 | $3,247 ▼ | -2.7% | 879,105 | 0.3% | Aerospace |
TLT iShares 20+ Year Treasury Bond ETF | $115,794 | $42,922 ▼ | -27.0% | 1,272,043 | 0.3% | ETF |
KO Coca-Cola | $114,262 | $1,102 ▼ | -1.0% | 1,595,396 | 0.3% | Consumer Staples |
COST Costco Wholesale | $112,131 | $248 ▲ | 0.2% | 118,559 | 0.3% | Retail/Wholesale |
MDT Medtronic | $109,295 | $5,572 ▲ | 5.4% | 1,216,276 | 0.3% | Medical |
IXUS iShares Core MSCI Total International Stock ETF | $108,259 | $7,575 ▲ | 7.5% | 1,550,771 | 0.3% | Manufacturing |
CSCO Cisco Systems | $107,675 | $720 ▼ | -0.7% | 1,744,862 | 0.3% | Computer and Technology |
JCPB JPMorgan Core Plus Bond ETF | $105,729 | $15,015 ▲ | 16.6% | 2,247,634 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $105,196 | $2,361 ▲ | 2.3% | 542,274 | 0.3% | ETF |
QCOM QUALCOMM | $104,733 | $5,698 ▲ | 5.8% | 681,808 | 0.3% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $104,643 | $3,680 ▼ | -3.4% | 604,066 | 0.3% | ETF |
NEE NextEra Energy | $103,636 | $3,208 ▼ | -3.0% | 1,461,932 | 0.3% | Utilities |
IEF iShares 7-10 Year Treasury Bond ETF | $103,148 | $1,546 ▼ | -1.5% | 1,081,557 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $101,853 | $2,906 ▼ | -2.8% | 1,245,760 | 0.3% | ETF |
PNC The PNC Financial Services Group | $101,400 | $790 ▼ | -0.8% | 576,892 | 0.3% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $97,710 | $28,390 ▲ | 41.0% | 1,810,446 | 0.3% | ETF |
JGRO JPMorgan Active Growth ETF | $94,577 | $23,855 ▲ | 33.7% | 1,281,708 | 0.3% | ETF |
JAVA JPMorgan Active Value ETF | $93,872 | $3,241 ▲ | 3.6% | 1,477,361 | 0.3% | ETF |
IEFA iShares Core MSCI EAFE ETF | $92,826 | $261 ▼ | -0.3% | 1,227,046 | 0.3% | ETF |
SDY SPDR S&P Dividend ETF | $92,416 | $51,040 ▼ | -35.6% | 681,135 | 0.3% | ETF |
EFG iShares MSCI EAFE Growth ETF | $92,325 | $72,795 ▼ | -44.1% | 923,247 | 0.3% | ETF |
VO Vanguard Mid-Cap ETF | $92,095 | $2,514 ▼ | -2.7% | 356,101 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $91,214 | $4,213 ▲ | 4.8% | 753,086 | 0.3% | ETF |
BLACKROCK FDG INC
| $91,116 | $2,454 ▼ | -2.6% | 96,267 | 0.3% | Common Stock |
APD Air Products and Chemicals | $90,745 | $25,266 ▲ | 38.6% | 307,694 | 0.3% | Basic Materials |
IWR iShares Russell Mid-Cap ETF | $90,008 | $11,449 ▲ | 14.6% | 1,058,044 | 0.3% | ETF |
CB Chubb | $88,605 | $10,873 ▲ | 14.0% | 293,404 | 0.3% | Finance |
MTUM iShares MSCI USA Momentum Factor ETF | $88,246 | $2,321 ▲ | 2.7% | 436,580 | 0.3% | ETF |
BX Blackstone | $87,841 | $1,052 ▲ | 1.2% | 628,421 | 0.2% | Finance |
VZ Verizon Communications | $87,323 | $6,205 ▼ | -6.6% | 1,925,109 | 0.2% | Computer and Technology |
IYW iShares U.S. Technology ETF | $87,191 | $1,853 ▲ | 2.2% | 620,840 | 0.2% | Manufacturing |
EMXC iShares MSCI Emerging Markets ex China ETF | $87,056 | $10,610 ▼ | -10.9% | 1,580,241 | 0.2% | Manufacturing |
TSLA Tesla | $85,481 | $3,902 ▲ | 4.8% | 329,839 | 0.2% | Auto/Tires/Trucks |
CAT Caterpillar | $84,289 | $672 ▲ | 0.8% | 255,575 | 0.2% | Industrials |
PM Philip Morris International | $84,097 | $5,011 ▼ | -5.6% | 529,813 | 0.2% | Consumer Staples |
IJR iShares Core S&P Small-Cap ETF | $82,606 | $18,201 ▼ | -18.1% | 789,955 | 0.2% | ETF |
BNDX Vanguard Total International Bond ETF | $81,709 | $174 ▼ | -0.2% | 1,673,687 | 0.2% | ETF |
ABT Abbott Laboratories | $79,071 | $2,512 ▼ | -3.1% | 596,088 | 0.2% | Medical |
DUK Duke Energy | $78,773 | $603 ▲ | 0.8% | 645,842 | 0.2% | Utilities |
NFLX Netflix | $78,610 | $985 ▲ | 1.3% | 84,298 | 0.2% | Consumer Discretionary |
IJH iShares Core S&P Mid-Cap ETF | $77,070 | $2,794 ▲ | 3.8% | 1,320,818 | 0.2% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $74,613 | $35,555 ▲ | 91.0% | 1,274,557 | 0.2% | Manufacturing |
