AAPL Apple | $24,619,744 | $365,112 ▼ | -1.5% | 98,314 | 5.6% | Computer and Technology |
DNL WisdomTree Global ex U.S. Quality Dividend Growth Fund | $15,676,270 | $299,462 ▲ | 1.9% | 435,694 | 3.6% | Finance |
DOL WisdomTree International LargeCap Dividend Fund | $14,679,576 | $674,955 ▲ | 4.8% | 296,917 | 3.3% | Finance |
SLYV SPDR S&P 600 Small CapValue ETF | $14,190,881 | $160,976 ▲ | 1.1% | 162,646 | 3.2% | ETF |
GOVT iShares U.S. Treasury Bond ETF | $12,194,401 | $212,128 ▲ | 1.8% | 530,653 | 2.8% | ETF |
MSFT Microsoft | $12,083,562 | $379,350 ▼ | -3.0% | 28,668 | 2.7% | Computer and Technology |
BUFR FT Vest Laddered Buffer ETF | $11,765,869 | $469,177 ▲ | 4.2% | 386,146 | 2.7% | ETF |
FPEI First Trust Institutional Preferred Securities and Income ETF | $8,279,294 | $9,829,580 ▼ | -54.3% | 442,743 | 1.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $8,092,567 | $150,764 ▼ | -1.8% | 83,575 | 1.8% | ETF |
SLYG SPDR S&P 600 Small Cap Growth ETF | $7,864,516 | $89,627 ▲ | 1.2% | 87,045 | 1.8% | ETF |
DLN WisdomTree U.S. LargeCap Dividend Fund | $7,651,217 | $84,325 ▼ | -1.1% | 98,357 | 1.7% | Finance |
SPYV SPDR Portfolio S&P 500 Value ETF | $7,317,776 | $5,830 ▼ | -0.1% | 143,093 | 1.7% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $7,316,884 | $83,153 ▼ | -1.1% | 83,241 | 1.7% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $6,640,186 | $201,242 ▼ | -2.9% | 228,893 | 1.5% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $6,458,518 | $12,508 ▲ | 0.2% | 273,666 | 1.5% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $6,422,381 | $155,933 ▼ | -2.4% | 230,358 | 1.5% | ETF |
JIG JPMorgan International Growth ETF | $5,917,428 | $729,952 ▲ | 14.1% | 94,758 | 1.3% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $5,898,562 | $28,957 ▲ | 0.5% | 171,719 | 1.3% | Finance |
AMZN Amazon.com | $5,832,703 | $1,097 ▼ | 0.0% | 26,586 | 1.3% | Retail/Wholesale |
FICS First Trust International Developed Capital Strength ETF | $5,565,819 | $263,218 ▲ | 5.0% | 163,918 | 1.3% | ETF |
JPM JPMorgan Chase & Co. | $5,536,102 | $14,622 ▲ | 0.3% | 23,095 | 1.3% | Finance |
XOM Exxon Mobil | $5,406,944 | $41,738 ▼ | -0.8% | 50,264 | 1.2% | Oils/Energy |
AVGO Broadcom | $4,617,094 | $1,105,877 ▼ | -19.3% | 19,915 | 1.0% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $4,263,575 | $7,228 ▲ | 0.2% | 10,617 | 1.0% | ETF |
NVDA NVIDIA | $4,227,315 | $22,695 ▲ | 0.5% | 31,479 | 1.0% | Computer and Technology |
JNJ Johnson & Johnson | $4,112,969 | $130,013 ▲ | 3.3% | 28,440 | 0.9% | Medical |
SPEM SPDR Portfolio Emerging Markets ETF | $3,847,283 | $28,355 ▼ | -0.7% | 100,268 | 0.9% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $3,762,056 | $131,931 ▲ | 3.6% | 161,254 | 0.9% | ETF |
GOOGL Alphabet | $3,163,582 | $14,008 ▲ | 0.4% | 16,712 | 0.7% | Computer and Technology |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $3,123,432 | $990,081 ▲ | 46.4% | 127,435 | 0.7% | ETF |
ADP Automatic Data Processing | $3,080,983 | $61,766 ▼ | -2.0% | 10,525 | 0.7% | Business Services |
PG Procter & Gamble | $3,016,188 | $400,683 ▼ | -11.7% | 17,991 | 0.7% | Consumer Staples |
ABBV AbbVie | $2,774,732 | $55,974 ▲ | 2.1% | 15,615 | 0.6% | Medical |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $2,673,244 | $225,959 ▲ | 9.2% | 116,532 | 0.6% | ETF |
IVW iShares S&P 500 Growth ETF | $2,641,608 | | 0.0% | 26,018 | 0.6% | ETF |
EFV iShares MSCI EAFE Value ETF | $2,608,021 | $17,000 ▼ | -0.6% | 49,705 | 0.6% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $2,535,267 | $44,526 ▲ | 1.8% | 116,725 | 0.6% | Manufacturing |
BSMV Invesco BulletShares 2031 Municipal Bond ETF | $2,488,347 | | 0.0% | 118,889 | 0.6% | ETF |
MRK Merck & Co., Inc. | $2,466,950 | $87,445 ▼ | -3.4% | 24,798 | 0.6% | Medical |
DWM WisdomTree International Equity Fund | $2,412,535 | $119,301 ▲ | 5.2% | 45,783 | 0.5% | Finance |
MCD McDonald's | $2,327,527 | | 0.0% | 8,029 | 0.5% | Retail/Wholesale |
STBA S&T Bancorp | $2,324,846 | | 0.0% | 60,828 | 0.5% | Finance |
IVV iShares Core S&P 500 ETF | $2,322,973 | $16,483 ▼ | -0.7% | 3,946 | 0.5% | ETF |
ABT Abbott Laboratories | $2,125,188 | $17,871 ▼ | -0.8% | 18,789 | 0.5% | Medical |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $2,098,673 | $112,028 ▲ | 5.6% | 89,040 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $1,969,502 | | 0.0% | 4,345 | 0.4% | Finance |
UNH UnitedHealth Group | $1,968,807 | $42,492 ▲ | 2.2% | 3,892 | 0.4% | Medical |
VUG Vanguard Growth ETF | $1,864,343 | $2,873 ▲ | 0.2% | 4,542 | 0.4% | ETF |
PFE Pfizer | $1,831,119 | $79,510 ▼ | -4.2% | 69,021 | 0.4% | Medical |
FI Fiserv | $1,814,680 | | 0.0% | 8,834 | 0.4% | Business Services |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,791,635 | $544,830 ▲ | 43.7% | 86,762 | 0.4% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,756,122 | $437,700 ▲ | 33.2% | 90,382 | 0.4% | ETF |
VTV Vanguard Value ETF | $1,641,348 | $12,528 ▲ | 0.8% | 9,695 | 0.4% | ETF |
PALANTIR TECHNOLOGIES INC
| $1,624,986 | $436,914 ▼ | -21.2% | 21,486 | 0.4% | CL A |
MDYG SPDR S&P 400 Mid CapGrowth ETF | $1,612,331 | $63,603 ▼ | -3.8% | 18,556 | 0.4% | ETF |
DIS Walt Disney | $1,605,095 | $542,381 ▼ | -25.3% | 14,415 | 0.4% | Consumer Discretionary |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $1,499,764 | $61,362 ▲ | 4.3% | 27,423 | 0.3% | ETF |
KO Coca-Cola | $1,490,910 | $31,254 ▲ | 2.1% | 23,947 | 0.3% | Consumer Staples |
PEP PepsiCo | $1,453,998 | $4,410 ▼ | -0.3% | 9,562 | 0.3% | Consumer Staples |
IWD iShares Russell 1000 Value ETF | $1,422,909 | $7,220 ▲ | 0.5% | 7,686 | 0.3% | ETF |
GOOG Alphabet | $1,420,682 | | 0.0% | 7,460 | 0.3% | Computer and Technology |
TSLA Tesla | $1,379,114 | $92,479 ▼ | -6.3% | 3,415 | 0.3% | Auto/Tires/Trucks |
BRK.A Berkshire Hathaway | $1,361,840 | | 0.0% | 2 | 0.3% | Finance |
VZ Verizon Communications | $1,278,103 | $138,004 ▲ | 12.1% | 31,961 | 0.3% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $1,260,275 | $5,323 ▼ | -0.4% | 9,943 | 0.3% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $1,251,801 | $208,830 ▲ | 20.0% | 54,261 | 0.3% | ETF |
MCO Moody's | $1,216,561 | $1,893 ▲ | 0.2% | 2,570 | 0.3% | Finance |
IWB iShares Russell 1000 ETF | $1,194,891 | $44,136 ▼ | -3.6% | 3,709 | 0.3% | ETF |
CVX Chevron | $1,190,295 | | 0.0% | 8,218 | 0.3% | Oils/Energy |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,150,411 | $499,000 ▲ | 76.6% | 59,056 | 0.3% | ETF |
VGT Vanguard Information Technology ETF | $1,129,811 | | 0.0% | 1,817 | 0.3% | ETF |
HD Home Depot | $1,122,142 | $630,889 ▼ | -36.0% | 2,885 | 0.3% | Retail/Wholesale |
VTI Vanguard Total Stock Market ETF | $1,120,695 | $5,506 ▲ | 0.5% | 3,867 | 0.3% | ETF |
CSCO Cisco Systems | $1,110,661 | $30,607 ▼ | -2.7% | 18,761 | 0.3% | Computer and Technology |
ORCL Oracle | $1,085,826 | $18,497 ▼ | -1.7% | 6,516 | 0.2% | Computer and Technology |
CALF Pacer US Small Cap Cash Cows 100 ETF | $1,052,895 | $383,283 ▲ | 57.2% | 23,924 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $1,031,220 | $16,793 ▲ | 1.7% | 4,667 | 0.2% | Finance |
BAC Bank of America | $1,019,816 | $32,084 ▼ | -3.1% | 23,204 | 0.2% | Finance |
COWZ Pacer US Cash Cows 100 ETF | $1,017,205 | $953,213 ▲ | 1,489.6% | 18,010 | 0.2% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $1,011,834 | $285,119 ▲ | 39.2% | 43,473 | 0.2% | ETF |
CAT Caterpillar | $993,237 | $5,804 ▼ | -0.6% | 2,738 | 0.2% | Industrial Products |
ICVT iShares Convertible Bond ETF | $988,970 | $889,130 ▼ | -47.3% | 11,639 | 0.2% | ETF |
IDCC InterDigital | $982,935 | $256,873 ▼ | -20.7% | 5,074 | 0.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $973,390 | $82,630 ▲ | 9.3% | 1,661 | 0.2% | Finance |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $972,428 | $42,584 ▲ | 4.6% | 21,648 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $968,337 | $22,469 ▲ | 2.4% | 8,404 | 0.2% | ETF |
TJX TJX Companies | $967,688 | | 0.0% | 8,010 | 0.2% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $934,469 | | 0.0% | 7,324 | 0.2% | ETF |
IJT iShares S&P Small-Cap 600 Growth ETF | $931,481 | | 0.0% | 6,881 | 0.2% | ETF |
FIDELITY COVINGTON TRUST
| $924,452 | | 0.0% | 26,144 | 0.2% | ENHANCED LARGE |
BA Boeing | $912,081 | $504,096 ▼ | -35.6% | 5,153 | 0.2% | Aerospace |
QQQ Invesco QQQ | $904,429 | $80,780 ▲ | 9.8% | 1,769 | 0.2% | Finance |
ACN Accenture | $904,100 | | 0.0% | 2,570 | 0.2% | Computer and Technology |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $889,243 | $330,837 ▲ | 59.2% | 44,175 | 0.2% | ETF |
INVESCO EXCH TRD SLF IDX FD
| $888,548 | $297,470 ▲ | 50.3% | 34,500 | 0.2% | INVESCO BULLETSH |
BSMW Invesco BulletShares 2032 Municipal Bond ETF | $868,315 | | 0.0% | 34,608 | 0.2% | ETF |
MDLZ Mondelez International | $867,812 | $11,767 ▼ | -1.3% | 14,529 | 0.2% | Consumer Staples |
FULT Fulton Financial | $864,380 | | 0.0% | 44,833 | 0.2% | Finance |
LMT Lockheed Martin | $860,600 | $17,008 ▼ | -1.9% | 1,771 | 0.2% | Aerospace |
CRM Salesforce | $859,897 | $5,015 ▲ | 0.6% | 2,572 | 0.2% | Computer and Technology |
