AAPL Apple | $25,111,607 | $564,857 ▼ | -2.2% | 146,440 | 6.0% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $22,914,395 | $1,879,049 ▲ | 8.9% | 47,669 | 5.5% | ETF |
VUG Vanguard Growth ETF | $20,683,934 | $481,534 ▲ | 2.4% | 60,093 | 5.0% | ETF |
MSFT Microsoft | $15,764,379 | $307,546 ▼ | -1.9% | 37,470 | 3.8% | Computer and Technology |
VTV Vanguard Value ETF | $12,843,675 | $778,474 ▲ | 6.5% | 78,863 | 3.1% | ETF |
VO Vanguard Mid-Cap ETF | $12,631,013 | $1,959,416 ▲ | 18.4% | 50,552 | 3.0% | ETF |
BRK.B Berkshire Hathaway | $7,894,422 | $327,165 ▲ | 4.3% | 18,773 | 1.9% | Finance |
JPM JPMorgan Chase & Co. | $6,678,803 | $3,605 ▼ | -0.1% | 33,344 | 1.6% | Finance |
NVDA NVIDIA | $6,626,986 | $1,031,909 ▼ | -13.5% | 7,334 | 1.6% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $6,584,271 | $897,974 ▲ | 15.8% | 113,307 | 1.6% | ETF |
AMZN Amazon.com | $6,240,608 | $29,402 ▼ | -0.5% | 34,597 | 1.5% | Retail/Wholesale |
HD Home Depot | $5,970,614 | | 0.0% | 15,565 | 1.4% | Retail/Wholesale |
SFBS ServisFirst Bancshares | $5,411,834 | $91,643 ▼ | -1.7% | 81,553 | 1.3% | Finance |
LLY Eli Lilly and Company | $5,257,553 | $407,659 ▼ | -7.2% | 6,758 | 1.3% | Medical |
VB Vanguard Small-Cap ETF | $5,152,485 | $114,525 ▲ | 2.3% | 22,540 | 1.2% | ETF |
GOOGL Alphabet | $4,907,338 | $3,019 ▼ | -0.1% | 32,514 | 1.2% | Computer and Technology |
SO Southern | $4,635,595 | $220,384 ▼ | -4.5% | 64,617 | 1.1% | Utilities |
JNJ Johnson & Johnson | $4,527,801 | $38,914 ▼ | -0.9% | 28,623 | 1.1% | Medical |
VEA Vanguard FTSE Developed Markets ETF | $4,468,473 | $304,079 ▲ | 7.3% | 89,067 | 1.1% | ETF |
AVGO Broadcom | $4,378,071 | $441,386 ▼ | -9.2% | 3,303 | 1.1% | Computer and Technology |
UNH UnitedHealth Group | $4,244,786 | $989 ▼ | 0.0% | 8,581 | 1.0% | Medical |
XOM Exxon Mobil | $4,035,500 | $30,106 ▼ | -0.7% | 34,717 | 1.0% | Oils/Energy |
PG Procter & Gamble | $3,894,746 | $29,853 ▼ | -0.8% | 24,005 | 0.9% | Consumer Staples |
ADBE Adobe | $3,836,474 | $167,023 ▼ | -4.2% | 7,603 | 0.9% | Computer and Technology |
CAT Caterpillar | $3,779,186 | $60,825 ▼ | -1.6% | 10,314 | 0.9% | Industrial Products |
WMT Walmart | $3,507,285 | $2,340,597 ▲ | 200.6% | 58,290 | 0.8% | Retail/Wholesale |
CVX Chevron | $3,472,292 | $75,557 ▲ | 2.2% | 22,013 | 0.8% | Oils/Energy |
VTI Vanguard Total Stock Market ETF | $3,448,904 | $79,270 ▲ | 2.4% | 13,270 | 0.8% | ETF |
MRK Merck & Co., Inc. | $2,995,988 | $27,578 ▼ | -0.9% | 22,705 | 0.7% | Medical |
ABBV AbbVie | $2,906,035 | $79,762 ▼ | -2.7% | 15,958 | 0.7% | Medical |
AMAT Applied Materials | $2,865,685 | $26,603 ▼ | -0.9% | 13,896 | 0.7% | Computer and Technology |
QQQ Invesco QQQ | $2,800,815 | $6,216 ▼ | -0.2% | 6,308 | 0.7% | Finance |
SPY SPDR S&P 500 ETF Trust | $2,758,343 | $17,786 ▼ | -0.6% | 5,273 | 0.7% | Finance |
AXP American Express | $2,659,629 | $10,701 ▼ | -0.4% | 11,681 | 0.6% | Finance |
GOOG Alphabet | $2,571,367 | $318,071 ▼ | -11.0% | 16,888 | 0.6% | Computer and Technology |
COST Costco Wholesale | $2,509,181 | $51,283 ▼ | -2.0% | 3,425 | 0.6% | Retail/Wholesale |
TSLA Tesla | $2,330,624 | $119,186 ▼ | -4.9% | 13,258 | 0.6% | Auto/Tires/Trucks |
VTEB Vanguard Tax-Exempt Bond ETF | $2,268,851 | $453,679 ▲ | 25.0% | 44,839 | 0.5% | ETF |
CALF Pacer US Small Cap Cash Cows 100 ETF | $2,253,152 | $790,051 ▲ | 54.0% | 45,833 | 0.5% | ETF |
ADP Automatic Data Processing | $2,212,431 | $34,714 ▼ | -1.5% | 8,859 | 0.5% | Business Services |
PEP PepsiCo | $2,196,400 | $42,178 ▼ | -1.9% | 12,550 | 0.5% | Consumer Staples |
DGRO iShares Core Dividend Growth ETF | $2,189,733 | | 0.0% | 37,715 | 0.5% | ETF |
YUM Yum! Brands | $2,184,487 | $29,117 ▲ | 1.4% | 15,755 | 0.5% | Retail/Wholesale |
DIS Walt Disney | $2,160,814 | $242,891 ▲ | 12.7% | 17,659 | 0.5% | Consumer Discretionary |
BIV Vanguard Intermediate-Term Bond ETF | $2,160,778 | $452,166 ▲ | 26.5% | 28,658 | 0.5% | ETF |
CSCO Cisco Systems | $2,014,168 | $22,160 ▼ | -1.1% | 40,356 | 0.5% | Computer and Technology |
BAC Bank of America | $2,010,972 | $20,932 ▲ | 1.1% | 53,032 | 0.5% | Finance |
UNP Union Pacific | $1,992,168 | $44,265 ▼ | -2.2% | 8,101 | 0.5% | Transportation |
VWO Vanguard FTSE Emerging Markets ETF | $1,990,771 | $377,478 ▲ | 23.4% | 47,660 | 0.5% | ETF |
TRV Travelers Companies | $1,944,223 | | 0.0% | 8,448 | 0.5% | Finance |
ELV Elevance Health | $1,926,376 | | 0.0% | 3,715 | 0.5% | Medical |
DE Deere & Company | $1,901,028 | $11,912 ▲ | 0.6% | 4,628 | 0.5% | Industrial Products |
VNQ Vanguard Real Estate ETF | $1,894,215 | $65,637 ▲ | 3.6% | 21,904 | 0.5% | ETF |
LOW Lowe's Companies | $1,890,150 | $10,189 ▼ | -0.5% | 7,420 | 0.5% | Retail/Wholesale |
RF Regions Financial | $1,876,271 | $5,008 ▲ | 0.3% | 89,176 | 0.5% | Finance |
QCOM QUALCOMM | $1,817,204 | $34,705 ▲ | 1.9% | 10,734 | 0.4% | Computer and Technology |
IBM International Business Machines | $1,732,270 | $9,357 ▲ | 0.5% | 9,071 | 0.4% | Computer and Technology |
HON Honeywell International | $1,715,209 | $50,284 ▲ | 3.0% | 8,357 | 0.4% | Multi-Sector Conglomerates |
KO Coca-Cola | $1,682,502 | $55,368 ▼ | -3.2% | 27,501 | 0.4% | Consumer Staples |
VONE Vanguard Russell 1000 | $1,674,319 | $10,009 ▼ | -0.6% | 7,026 | 0.4% | ETF |
ESGR Enstar Group | $1,673,443 | $93,228 ▼ | -5.3% | 5,385 | 0.4% | Finance |
V Visa | $1,632,146 | $13,397 ▼ | -0.8% | 5,848 | 0.4% | Business Services |
DUK Duke Energy | $1,622,010 | $6,383 ▼ | -0.4% | 16,772 | 0.4% | Utilities |
META Meta Platforms | $1,604,443 | $222,893 ▲ | 16.1% | 3,304 | 0.4% | Computer and Technology |
AFL Aflac | $1,575,617 | $81,052 ▲ | 5.4% | 18,351 | 0.4% | Finance |
EPD Enterprise Products Partners | $1,533,936 | $187,919 ▲ | 14.0% | 52,568 | 0.4% | Oils/Energy |
KLAC KLA | $1,524,280 | $58,680 ▼ | -3.7% | 2,182 | 0.4% | Computer and Technology |
VLO Valero Energy | $1,512,917 | $78,001 ▼ | -4.9% | 8,864 | 0.4% | Oils/Energy |
VMC Vulcan Materials | $1,506,358 | | 0.0% | 5,519 | 0.4% | Construction |
NKE NIKE | $1,503,877 | $27,724 ▼ | -1.8% | 16,002 | 0.4% | Consumer Discretionary |
CMCSA Comcast | $1,501,264 | $11,444 ▼ | -0.8% | 34,631 | 0.4% | Consumer Discretionary |
INTC Intel | $1,443,777 | $21,201 ▼ | -1.4% | 32,687 | 0.3% | Computer and Technology |
TXN Texas Instruments | $1,421,554 | $3,658 ▼ | -0.3% | 8,160 | 0.3% | Computer and Technology |
RTX RTX | $1,408,601 | $975 ▲ | 0.1% | 14,443 | 0.3% | Aerospace |
GD General Dynamics | $1,364,838 | $42,943 ▼ | -3.1% | 4,831 | 0.3% | Aerospace |
MCD McDonald's | $1,307,815 | $1,974 ▲ | 0.2% | 4,638 | 0.3% | Retail/Wholesale |
ORCL Oracle | $1,275,570 | | 0.0% | 10,155 | 0.3% | Computer and Technology |
VXUS Vanguard Total International Stock ETF | $1,264,924 | $98,531 ▲ | 8.4% | 20,977 | 0.3% | ETF |
GL Globe Life | $1,262,265 | $31,420 ▼ | -2.4% | 10,847 | 0.3% | Finance |
VZ Verizon Communications | $1,261,822 | $97,557 ▲ | 8.4% | 30,072 | 0.3% | Computer and Technology |
PSX Phillips 66 | $1,219,161 | $13,720 ▲ | 1.1% | 7,464 | 0.3% | Oils/Energy |
MDLZ Mondelez International | $1,187,506 | $94,502 ▲ | 8.6% | 16,964 | 0.3% | Consumer Staples |
NEE NextEra Energy | $1,175,256 | $1,023 ▼ | -0.1% | 18,389 | 0.3% | Utilities |
WFC Wells Fargo & Company | $1,172,000 | $30,255 ▲ | 2.6% | 20,221 | 0.3% | Finance |
BND Vanguard Total Bond Market ETF | $1,145,875 | $181,574 ▼ | -13.7% | 15,777 | 0.3% | ETF |
CSX CSX | $1,135,486 | $9,712 ▲ | 0.9% | 30,631 | 0.3% | Transportation |
LINDE PLC
| $1,095,901 | $9,287 ▼ | -0.8% | 2,360 | 0.3% | SHS |
GE General Electric | $1,092,674 | $22,117 ▼ | -2.0% | 6,225 | 0.3% | Transportation |
MO Altria Group | $1,070,740 | $89,770 ▲ | 9.2% | 24,547 | 0.3% | Consumer Staples |
XLE Energy Select Sector SPDR Fund | $1,050,099 | $4,626 ▼ | -0.4% | 11,123 | 0.3% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,045,526 | $52,819 ▲ | 5.3% | 4,434 | 0.3% | ETF |
BMY Bristol-Myers Squibb | $1,032,665 | $3,254 ▲ | 0.3% | 19,042 | 0.2% | Medical |
AMD Advanced Micro Devices | $1,016,159 | $25,269 ▲ | 2.6% | 5,630 | 0.2% | Computer and Technology |
ENB Enbridge | $995,601 | $215,814 ▲ | 27.7% | 27,518 | 0.2% | Oils/Energy |
MS Morgan Stanley | $990,835 | $753 ▲ | 0.1% | 10,523 | 0.2% | Finance |
PM Philip Morris International | $987,847 | $10,720 ▼ | -1.1% | 10,782 | 0.2% | Consumer Staples |
BDX Becton, Dickinson and Company | $983,531 | $5,938 ▲ | 0.6% | 3,975 | 0.2% | Medical |
COP ConocoPhillips | $958,928 | | 0.0% | 7,534 | 0.2% | Oils/Energy |
SDY SPDR S&P Dividend ETF | $955,034 | $5,250 ▼ | -0.5% | 7,277 | 0.2% | ETF |
TGT Target | $947,381 | $1,772 ▲ | 0.2% | 5,346 | 0.2% | Retail/Wholesale |
CB Chubb | $943,751 | $12,438 ▼ | -1.3% | 3,642 | 0.2% | Finance |
TMO Thermo Fisher Scientific | $940,979 | $2,325 ▼ | -0.2% | 1,619 | 0.2% | Medical |
ABT Abbott Laboratories | $932,412 | $24,095 ▼ | -2.5% | 8,204 | 0.2% | Medical |
IVW iShares S&P 500 Growth ETF | $924,027 | $1,182 ▼ | -0.1% | 10,943 | 0.2% | ETF |
ET Energy Transfer | $917,201 | $285,877 ▲ | 45.3% | 58,309 | 0.2% | Oils/Energy |
IUSG iShares Core S&P U.S. Growth ETF | $915,996 | $101,504 ▲ | 12.5% | 7,815 | 0.2% | Manufacturing |
KMB Kimberly-Clark | $913,467 | | 0.0% | 7,062 | 0.2% | Consumer Staples |
NFLX Netflix | $912,817 | $24,293 ▼ | -2.6% | 1,503 | 0.2% | Consumer Discretionary |
PFE Pfizer | $904,770 | $18,232 ▼ | -2.0% | 32,604 | 0.2% | Medical |
VOE Vanguard Mid-Cap Value ETF | $901,406 | $59,865 ▲ | 7.1% | 5,782 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $874,815 | $13,143 ▲ | 1.5% | 1,664 | 0.2% | ETF |
T AT&T | $865,844 | $12,778 ▲ | 1.5% | 49,196 | 0.2% | Computer and Technology |
IUSV iShares Core S&P U.S. Value ETF | $859,180 | $85,918 ▲ | 11.1% | 9,500 | 0.2% | Manufacturing |
CL Colgate-Palmolive | $851,603 | $6,754 ▼ | -0.8% | 9,457 | 0.2% | Consumer Staples |
VV Vanguard Large-Cap ETF | $845,774 | $240 ▲ | 0.0% | 3,528 | 0.2% | ETF |
MA Mastercard | $837,932 | $52,973 ▲ | 6.7% | 1,740 | 0.2% | Business Services |
SLB Schlumberger | $827,819 | | 0.0% | 15,103 | 0.2% | Oils/Energy |
GLW Corning | $818,100 | | 0.0% | 24,821 | 0.2% | Computer and Technology |
BA Boeing | $817,699 | $38,791 ▼ | -4.5% | 4,237 | 0.2% | Aerospace |
AMT American Tower | $811,796 | $27,666 ▲ | 3.5% | 4,108 | 0.2% | Finance |
FDX FedEx | $794,191 | | 0.0% | 2,741 | 0.2% | Transportation |
TMUS T-Mobile US | $793,263 | $28,401 ▲ | 3.7% | 4,860 | 0.2% | Computer and Technology |
PAYX Paychex | $790,586 | | 0.0% | 6,438 | 0.2% | Business Services |
URI United Rentals | $789,615 | $28,844 ▼ | -3.5% | 1,095 | 0.2% | Construction |
NSC Norfolk Southern | $786,784 | $11,469 ▼ | -1.4% | 3,087 | 0.2% | Transportation |
AMGN Amgen | $783,406 | $94,122 ▲ | 13.7% | 2,755 | 0.2% | Medical |
IEFA iShares Core MSCI EAFE ETF | $778,642 | $30,059 ▼ | -3.7% | 10,491 | 0.2% | ETF |
LMT Lockheed Martin | $771,460 | | 0.0% | 1,696 | 0.2% | Aerospace |
FLR Fluor | $763,535 | $29,596 ▼ | -3.7% | 18,059 | 0.2% | Construction |
APD Air Products and Chemicals | $759,822 | $6,057 ▼ | -0.8% | 3,136 | 0.2% | Basic Materials |
PPG PPG Industries | $754,297 | $145 ▲ | 0.0% | 5,206 | 0.2% | Basic Materials |
GLD SPDR Gold Shares | $728,455 | $195,846 ▲ | 36.8% | 3,541 | 0.2% | Finance |
SHW Sherwin-Williams | $722,099 | $38,206 ▼ | -5.0% | 2,079 | 0.2% | Construction |
TT Trane Technologies | $718,679 | $26,418 ▼ | -3.5% | 2,394 | 0.2% | Business Services |
NOC Northrop Grumman | $707,459 | $23,933 ▲ | 3.5% | 1,478 | 0.2% | Aerospace |
GILD Gilead Sciences | $698,292 | $12,452 ▼ | -1.8% | 9,533 | 0.2% | Medical |
AIG American International Group | $696,976 | $3,518 ▼ | -0.5% | 8,916 | 0.2% | Finance |
CLX Clorox | $690,373 | $11,483 ▼ | -1.6% | 4,509 | 0.2% | Consumer Staples |
C Citigroup | $690,174 | $11,067 ▼ | -1.6% | 10,914 | 0.2% | Finance |
WM Waste Management | $683,572 | $22,381 ▲ | 3.4% | 3,207 | 0.2% | Business Services |
OKE ONEOK | $670,669 | | 0.0% | 8,366 | 0.2% | Oils/Energy |
CRM Salesforce | $659,885 | $904 ▼ | -0.1% | 2,191 | 0.2% | Computer and Technology |
BR Broadridge Financial Solutions | $656,781 | | 0.0% | 3,206 | 0.2% | Business Services |
ALL Allstate | $654,344 | $173 ▲ | 0.0% | 3,782 | 0.2% | Finance |
CVS CVS Health | $651,679 | | 0.0% | 8,170 | 0.2% | Retail/Wholesale |
YUMC Yum China | $633,536 | | 0.0% | 15,922 | 0.2% | Retail/Wholesale |
EMR Emerson Electric | $632,281 | $12,929 ▲ | 2.1% | 5,575 | 0.2% | Industrial Products |
MDT Medtronic | $611,532 | $5,229 ▼ | -0.8% | 7,017 | 0.1% | Medical |
CME CME Group | $603,243 | $646 ▼ | -0.1% | 2,802 | 0.1% | Finance |
GLDM SPDR Gold MiniShares Trust | $602,824 | $68,322 ▲ | 12.8% | 13,685 | 0.1% | Finance |
WAT Waters | $595,174 | | 0.0% | 1,729 | 0.1% | Medical |
USB U.S. Bancorp | $593,380 | $25,255 ▼ | -4.1% | 13,275 | 0.1% | Finance |
NVS Novartis | $575,930 | | 0.0% | 5,954 | 0.1% | Medical |
FANG Diamondback Energy | $555,669 | $57,073 ▼ | -9.3% | 2,804 | 0.1% | Oils/Energy |
MGK Vanguard Mega Cap Growth ETF | $555,450 | $315,271 ▼ | -36.2% | 1,938 | 0.1% | ETF |
ECL Ecolab | $542,846 | $26,092 ▼ | -4.6% | 2,351 | 0.1% | Basic Materials |
BNS Bank of Nova Scotia | $537,528 | $81,864 ▲ | 18.0% | 10,381 | 0.1% | Finance |
DAL Delta Air Lines | $534,184 | $9,766 ▼ | -1.8% | 11,159 | 0.1% | Transportation |
TFC Truist Financial | $521,714 | $4,639 ▲ | 0.9% | 13,384 | 0.1% | Finance |
MDY SPDR S&P MidCap 400 ETF Trust | $503,473 | | 0.0% | 905 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $501,504 | $1,815 ▼ | -0.4% | 4,145 | 0.1% | ETF |
HSY Hershey | $497,726 | $3,112 ▼ | -0.6% | 2,559 | 0.1% | Consumer Staples |
TCHP T. Rowe Price Blue Chip Growth ETF | $490,141 | $190,444 ▲ | 63.5% | 13,885 | 0.1% | ETF |
TOL Toll Brothers | $487,725 | | 0.0% | 3,770 | 0.1% | Construction |
ORLY O'Reilly Automotive | $485,418 | | 0.0% | 430 | 0.1% | Retail/Wholesale |
EIX Edison International | $485,066 | $2,546 ▼ | -0.5% | 6,858 | 0.1% | Utilities |
ETN Eaton | $481,215 | $14,696 ▲ | 3.2% | 1,539 | 0.1% | Industrial Products |
WMB Williams Companies | $467,601 | $17,342 ▲ | 3.9% | 11,999 | 0.1% | Oils/Energy |
SPHD Invesco S&P 500 High Dividend Low Volatility ETF | $456,610 | | 0.0% | 10,284 | 0.1% | ETF |
HPE Hewlett Packard Enterprise | $454,863 | $12,659 ▲ | 2.9% | 25,655 | 0.1% | Computer and Technology |
EBAY eBay | $454,383 | | 0.0% | 8,609 | 0.1% | Retail/Wholesale |
UBER Uber Technologies | $451,623 | $47,657 ▼ | -9.5% | 5,866 | 0.1% | Computer and Technology |
MGC Vanguard Mega Cap ETF | $435,407 | $14,763 ▼ | -3.3% | 2,330 | 0.1% | ETF |
ADI Analog Devices | $434,742 | $11,472 ▼ | -2.6% | 2,198 | 0.1% | Computer and Technology |
SYY Sysco | $434,557 | | 0.0% | 5,353 | 0.1% | Consumer Staples |
DG Dollar General | $426,291 | $8,426 ▼ | -1.9% | 2,732 | 0.1% | Retail/Wholesale |
ITW Illinois Tool Works | $422,351 | | 0.0% | 1,574 | 0.1% | Industrial Products |
O Realty Income | $419,870 | $12,010 ▲ | 2.9% | 7,761 | 0.1% | Finance |
DGX Quest Diagnostics | $417,174 | $133 ▲ | 0.0% | 3,134 | 0.1% | Medical |
DELL Dell Technologies | $415,703 | | 0.0% | 3,643 | 0.1% | Computer and Technology |
GS The Goldman Sachs Group | $412,260 | | 0.0% | 987 | 0.1% | Finance |
DVN Devon Energy | $408,917 | | 0.0% | 8,149 | 0.1% | Oils/Energy |
ATO Atmos Energy | $406,179 | | 0.0% | 3,417 | 0.1% | Utilities |
VDE Vanguard Energy ETF | $404,056 | | 0.0% | 3,068 | 0.1% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $403,485 | $2,968 ▼ | -0.7% | 3,535 | 0.1% | ETF |
PWR Quanta Services | $402,690 | | 0.0% | 1,550 | 0.1% | Construction |
DLN WisdomTree U.S. LargeCap Dividend Fund | $394,013 | | 0.0% | 5,458 | 0.1% | Finance |
GWW W.W. Grainger | $390,643 | $50,865 ▼ | -11.5% | 384 | 0.1% | Industrial Products |
CAH Cardinal Health | $388,670 | | 0.0% | 3,473 | 0.1% | Medical |
BSV Vanguard Short-Term Bond ETF | $386,182 | $45,541 ▲ | 13.4% | 5,037 | 0.1% | ETF |
GM General Motors | $385,258 | $34,558 ▲ | 9.9% | 8,495 | 0.1% | Auto/Tires/Trucks |
CE Celanese | $371,316 | $172 ▲ | 0.0% | 2,161 | 0.1% | Basic Materials |
CARR Carrier Global | $366,858 | $5,115 ▼ | -1.4% | 6,311 | 0.1% | Computer and Technology |
SBLK Star Bulk Carriers | $365,927 | | 0.0% | 15,330 | 0.1% | Transportation |
DD DuPont de Nemours | $365,790 | $537 ▲ | 0.1% | 4,771 | 0.1% | Basic Materials |
CCI Crown Castle | $352,837 | $9,631 ▼ | -2.7% | 3,334 | 0.1% | Finance |
PRA ProAssurance | $350,988 | | 0.0% | 27,293 | 0.1% | Finance |
RH RH | $348,260 | | 0.0% | 1,000 | 0.1% | Consumer Staples |
IWR iShares Russell Mid-Cap ETF | $343,087 | $1,514 ▼ | -0.4% | 4,080 | 0.1% | ETF |
VIG Vanguard Dividend Appreciation ETF | $342,854 | $114,285 ▲ | 50.0% | 1,878 | 0.1% | ETF |
HPQ HP | $337,255 | $1,753 ▼ | -0.5% | 11,160 | 0.1% | Computer and Technology |
MCK McKesson | $336,605 | $13,421 ▼ | -3.8% | 627 | 0.1% | Medical |
GEHC GE HealthCare Technologies | $333,276 | $333,276 ▲ | New Holding | 3,666 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $328,425 | | 0.0% | 2,414 | 0.1% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $323,181 | $2,615 ▼ | -0.8% | 1,730 | 0.1% | ETF |
PXD Pioneer Natural Resources | $316,417 | $2,888 ▲ | 0.9% | 1,205 | 0.1% | Oils/Energy |
SUI Sun Communities | $313,478 | $3,729 ▼ | -1.2% | 2,438 | 0.1% | Finance |
BX Blackstone | $312,661 | | 0.0% | 2,380 | 0.1% | Finance |
XLU Utilities Select Sector SPDR Fund | $311,463 | $1,707 ▼ | -0.5% | 4,744 | 0.1% | ETF |
WY Weyerhaeuser | $303,619 | | 0.0% | 8,455 | 0.1% | Construction |
VHT Vanguard Health Care ETF | $296,887 | | 0.0% | 1,097 | 0.1% | ETF |
FICO Fair Isaac | $293,658 | | 0.0% | 235 | 0.1% | Computer and Technology |
IWO iShares Russell 2000 Growth ETF | $288,944 | $1,625 ▼ | -0.6% | 1,067 | 0.1% | ETF |
CINF Cincinnati Financial | $285,964 | | 0.0% | 2,303 | 0.1% | Finance |
DOW DOW | $285,359 | $753 ▲ | 0.3% | 4,926 | 0.1% | Basic Materials |
SYK Stryker | $284,507 | $1,431 ▼ | -0.5% | 795 | 0.1% | Medical |
IYE iShares U.S. Energy ETF | $282,321 | | 0.0% | 5,715 | 0.1% | ETF |
CWT California Water Service Group | $278,880 | | 0.0% | 6,000 | 0.1% | Utilities |
OTIS Otis Worldwide | $278,849 | $4,368 ▼ | -1.5% | 2,809 | 0.1% | Construction |
MSEX Middlesex Water | $278,580 | $14,648 ▼ | -5.0% | 5,306 | 0.1% | Utilities |
IWM iShares Russell 2000 ETF | $276,334 | $421 ▲ | 0.2% | 1,314 | 0.1% | Finance |
VTWO Vanguard Russell 2000 ETF | $272,787 | | 0.0% | 3,207 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $271,999 | $20,223 ▼ | -6.9% | 807 | 0.1% | ETF |
MSI Motorola Solutions | $266,235 | | 0.0% | 750 | 0.1% | Computer and Technology |
KMI Kinder Morgan | $264,640 | $12,911 ▲ | 5.1% | 14,430 | 0.1% | Oils/Energy |
CTVA Corteva | $263,644 | $173 ▲ | 0.1% | 4,572 | 0.1% | Consumer Staples |
BP BP | $262,290 | $262,290 ▲ | New Holding | 6,961 | 0.1% | Oils/Energy |
IR Ingersoll Rand | $260,163 | | 0.0% | 2,740 | 0.1% | Industrial Products |
PGR Progressive | $257,698 | $13,650 ▼ | -5.0% | 1,246 | 0.1% | Finance |
VPU Vanguard Utilities ETF | $253,481 | | 0.0% | 1,778 | 0.1% | ETF |
PH Parker-Hannifin | $253,440 | $13,895 ▼ | -5.2% | 456 | 0.1% | Industrial Products |
PRF Invesco FTSE RAFI US 1000 ETF | $250,632 | | 0.0% | 6,515 | 0.1% | ETF |
HAL Halliburton | $248,504 | | 0.0% | 6,304 | 0.1% | Oils/Energy |
ADM Archer-Daniels-Midland | $248,100 | | 0.0% | 3,950 | 0.1% | Consumer Staples |
DFCF Dimensional Core Fixed Income ETF | $246,116 | $31,252 ▲ | 14.5% | 5,867 | 0.1% | ETF |
ROP Roper Technologies | $241,411 | | 0.0% | 430 | 0.1% | Computer and Technology |
SBUX Starbucks | $240,995 | | 0.0% | 2,637 | 0.1% | Retail/Wholesale |
MAR Marriott International | $240,560 | | 0.0% | 953 | 0.1% | Consumer Discretionary |
PYPL PayPal | $240,092 | | 0.0% | 3,584 | 0.1% | Computer and Technology |
CPSI Computer Programs and Systems | $236,880 | $922 ▼ | -0.4% | 25,692 | 0.1% | Medical |
PLD Prologis | $235,389 | $391 ▼ | -0.2% | 1,808 | 0.1% | Finance |
MMM 3M | $231,318 | $318 ▲ | 0.1% | 2,181 | 0.1% | Multi-Sector Conglomerates |
LOVE Lovesac | $226,000 | | 0.0% | 10,000 | 0.1% | Retail/Wholesale |
SHEL Shell | $223,310 | | 0.0% | 3,331 | 0.1% | Oils/Energy |
BUD Anheuser-Busch InBev SA/NV | $219,720 | | 0.0% | 3,615 | 0.1% | Consumer Staples |
JCI Johnson Controls International | $219,410 | $219,410 ▲ | New Holding | 3,359 | 0.1% | Industrial Products |
HWC Hancock Whitney | $218,782 | | 0.0% | 4,752 | 0.1% | Finance |
TROW T. Rowe Price Group | $218,623 | $218,623 ▲ | New Holding | 1,793 | 0.1% | Finance |
ISRG Intuitive Surgical | $212,715 | $212,715 ▲ | New Holding | 533 | 0.1% | Medical |
DVY iShares Select Dividend ETF | $211,993 | $211,993 ▲ | New Holding | 1,721 | 0.1% | ETF |
SLF Sun Life Financial | $210,024 | $210,024 ▲ | New Holding | 3,848 | 0.1% | Finance |
ADSK Autodesk | $204,690 | $204,690 ▲ | New Holding | 786 | 0.0% | Computer and Technology |
LHX L3Harris Technologies | $203,511 | | 0.0% | 955 | 0.0% | Aerospace |
UL Unilever | $200,860 | $200,860 ▲ | New Holding | 4,002 | 0.0% | Consumer Staples |
MNMD Mind Medicine (MindMed) | $188,000 | | 0.0% | 20,000 | 0.0% | Medical |
FHN First Horizon | $182,170 | $139 ▲ | 0.1% | 11,829 | 0.0% | Finance |
CCL Carnival Co. & | $168,008 | | 0.0% | 10,282 | 0.0% | Consumer Discretionary |
CRGY Crescent Energy | $157,135 | $1,571 ▲ | 1.0% | 13,205 | 0.0% | Oils/Energy |
AMCR Amcor | $100,701 | | 0.0% | 10,589 | 0.0% | Industrial Products |
ARCADIUM LITHIUM PLC
| $59,991 | $59,991 ▲ | New Holding | 13,919 | 0.0% | COM SHS |
VTNR Vertex Energy | $27,488 | $27,488 ▲ | New Holding | 19,634 | 0.0% | Industrial Products |
DOCU DocuSign | $0 | $207,540 ▼ | -100.0% | 0 | 0.0% | Business Services |
WBA Walgreens Boots Alliance | $0 | $206,713 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
ALB Albemarle | $0 | $205,307 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
