IVV iShares Core S&P 500 ETF | $76,867,880 | $2,792,691 ▲ | 3.8% | 130,577 | 5.8% | ETF |
AAPL Apple | $66,917,215 | $372,374 ▲ | 0.6% | 267,220 | 5.0% | Computer and Technology |
AGG iShares Core U.S. Aggregate Bond ETF | $43,180,794 | $3,030,161 ▼ | -6.6% | 445,622 | 3.2% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $40,853,127 | $3,317,984 ▲ | 8.8% | 710,119 | 3.1% | ETF |
XLK Technology Select Sector SPDR Fund | $31,466,256 | $4,909,896 ▲ | 18.5% | 135,327 | 2.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $29,512,783 | $20,123,364 ▲ | 214.3% | 1,080,263 | 2.2% | ETF |
MSFT Microsoft | $28,588,417 | $1,131,735 ▲ | 4.1% | 67,825 | 2.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $23,637,959 | $1,310,485 ▲ | 5.9% | 40,332 | 1.8% | Finance |
QQQM Invesco NASDAQ 100 ETF | $21,218,070 | $442,788 ▲ | 2.1% | 100,822 | 1.6% | ETF |
AMZN Amazon.com | $18,332,228 | $352,999 ▲ | 2.0% | 83,560 | 1.4% | Retail/Wholesale |
BRK.B Berkshire Hathaway | $17,221,467 | $1,208,444 ▲ | 7.5% | 37,993 | 1.3% | Finance |
NVDA NVIDIA | $17,152,503 | $2,380,834 ▲ | 16.1% | 127,727 | 1.3% | Computer and Technology |
IVW iShares S&P 500 Growth ETF | $17,109,896 | $128,232 ▼ | -0.7% | 168,521 | 1.3% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $15,529,040 | $2,691,075 ▲ | 21.0% | 69,218 | 1.2% | Finance |
SDY SPDR S&P Dividend ETF | $15,153,812 | $525,889 ▼ | -3.4% | 114,715 | 1.1% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $13,999,374 | $2,006,588 ▲ | 16.7% | 277,931 | 1.1% | ETF |
XLV Health Care Select Sector SPDR Fund | $13,821,471 | $1,907,952 ▲ | 16.0% | 100,469 | 1.0% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $13,681,148 | $2,170,166 ▲ | 18.9% | 265,602 | 1.0% | Manufacturing |
XLC Communication Services Select Sector SPDR Fund | $12,877,271 | $2,127,302 ▲ | 19.8% | 133,016 | 1.0% | ETF |
IWS iShares Russell Mid-Cap Value ETF | $12,029,135 | $46,821 ▲ | 0.4% | 93,004 | 0.9% | ETF |
GOOGL Alphabet | $12,019,550 | $203,875 ▲ | 1.7% | 63,495 | 0.9% | Computer and Technology |
XLF Financial Select Sector SPDR Fund | $11,466,675 | $1,774,339 ▲ | 18.3% | 237,258 | 0.9% | ETF |
FVD First Trust Value Line Dividend Index Fund | $11,166,039 | $1,644,181 ▲ | 17.3% | 255,867 | 0.8% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $11,055,760 | $1,298,817 ▲ | 13.3% | 195,746 | 0.8% | ETF |
JPM JPMorgan Chase & Co. | $10,952,004 | $150,057 ▲ | 1.4% | 45,689 | 0.8% | Finance |
COST Costco Wholesale | $10,830,521 | $285,882 ▲ | 2.7% | 11,820 | 0.8% | Retail/Wholesale |
EFG iShares MSCI EAFE Growth ETF | $10,800,890 | $2,735,638 ▲ | 33.9% | 111,545 | 0.8% | ETF |
AVGO Broadcom | $10,082,312 | $211,439 ▼ | -2.1% | 43,488 | 0.8% | Computer and Technology |
V Visa | $9,774,970 | $325,516 ▲ | 3.4% | 30,930 | 0.7% | Business Services |
EFV iShares MSCI EAFE Value ETF | $9,757,330 | $216,124 ▲ | 2.3% | 185,960 | 0.7% | ETF |
HD Home Depot | $9,487,394 | $418,939 ▲ | 4.6% | 24,390 | 0.7% | Retail/Wholesale |
IWY iShares Russell Top 200 Growth ETF | $9,475,347 | $1,824,064 ▲ | 23.8% | 40,274 | 0.7% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $8,828,212 | $455,067 ▼ | -4.9% | 109,085 | 0.7% | Manufacturing |
VEA Vanguard FTSE Developed Markets ETF | $7,941,023 | $559,828 ▼ | -6.6% | 166,061 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $7,578,060 | $32,116 ▲ | 0.4% | 38,697 | 0.6% | ETF |
LLY Eli Lilly and Company | $7,451,976 | $1,009,757 ▲ | 15.7% | 9,653 | 0.6% | Medical |
GOOG Alphabet | $7,433,588 | $410,396 ▲ | 5.8% | 39,034 | 0.6% | Computer and Technology |
JMST JPMorgan Ultra-Short Municipal ETF | $7,415,355 | $900,658 ▲ | 13.8% | 146,231 | 0.6% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $7,223,124 | $826,153 ▼ | -10.3% | 210,280 | 0.5% | Finance |
DGRO iShares Core Dividend Growth ETF | $7,064,435 | $1,149,700 ▲ | 19.4% | 115,168 | 0.5% | ETF |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | $7,038,155 | $824,790 ▼ | -10.5% | 143,871 | 0.5% | Finance |
XOM Exxon Mobil | $6,947,210 | $629,501 ▼ | -8.3% | 64,583 | 0.5% | Oils/Energy |
SAP SAP | $6,797,858 | $324,751 ▼ | -4.6% | 27,610 | 0.5% | Computer and Technology |
OKE ONEOK | $6,555,016 | $214,756 ▼ | -3.2% | 65,289 | 0.5% | Oils/Energy |
UNH UnitedHealth Group | $6,340,822 | $23,269 ▲ | 0.4% | 12,535 | 0.5% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $6,239,869 | $14,323 ▲ | 0.2% | 49,230 | 0.5% | ETF |
IBM International Business Machines | $6,180,610 | $32,535 ▼ | -0.5% | 28,115 | 0.5% | Computer and Technology |
QQQ Invesco QQQ | $6,020,755 | $29,651 ▲ | 0.5% | 11,777 | 0.5% | Finance |
MCD McDonald's | $5,890,613 | $155,962 ▼ | -2.6% | 20,320 | 0.4% | Retail/Wholesale |
PPA Invesco Aerospace & Defense ETF | $5,829,732 | $634,682 ▲ | 12.2% | 50,813 | 0.4% | ETF |
VTWO Vanguard Russell 2000 ETF | $5,823,008 | $10,541 ▼ | -0.2% | 65,185 | 0.4% | ETF |
TSM Taiwan Semiconductor Manufacturing | $5,649,399 | $192,948 ▼ | -3.3% | 28,606 | 0.4% | Computer and Technology |
META Meta Platforms | $5,614,463 | $786,341 ▲ | 16.3% | 9,589 | 0.4% | Computer and Technology |
VOT Vanguard Mid-Cap Growth ETF | $5,599,201 | $93,379 ▼ | -1.6% | 22,066 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $5,496,465 | $308,817 ▲ | 6.0% | 13,687 | 0.4% | ETF |
BUFR FT Vest Laddered Buffer ETF | $5,453,521 | $1,100,058 ▲ | 25.3% | 178,980 | 0.4% | ETF |
FJAN FT Vest U.S. Equity Buffer ETF - January | $5,328,876 | $229,639 ▼ | -4.1% | 116,097 | 0.4% | ETF |
WSO Watsco | $5,260,179 | $186,713 ▼ | -3.4% | 11,100 | 0.4% | Construction |
IWM iShares Russell 2000 ETF | $5,176,395 | $288,793 ▼ | -5.3% | 23,427 | 0.4% | Finance |
ARES Ares Management | $5,143,607 | $299,358 ▼ | -5.5% | 29,055 | 0.4% | Finance |
RSG Republic Services | $5,108,290 | $269,175 ▼ | -5.0% | 25,392 | 0.4% | Business Services |
SNA Snap-on | $4,960,737 | $278,029 ▼ | -5.3% | 14,613 | 0.4% | Consumer Discretionary |
MRK Merck & Co., Inc. | $4,871,331 | $435,821 ▼ | -8.2% | 48,968 | 0.4% | Medical |
DAUG FT Vest U.S. Equity Deep Buffer ETF - August | $4,855,098 | $444,973 ▼ | -8.4% | 122,356 | 0.4% | ETF |
BSV Vanguard Short-Term Bond ETF | $4,780,924 | $111,655 ▼ | -2.3% | 61,873 | 0.4% | ETF |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $4,779,035 | $720,088 ▲ | 17.7% | 584,949 | 0.4% | Financial Services |
QCOM QUALCOMM | $4,731,519 | $193,101 ▼ | -3.9% | 30,800 | 0.4% | Computer and Technology |
ABBV AbbVie | $4,729,239 | $33,229 ▲ | 0.7% | 26,614 | 0.4% | Medical |
XLI Industrial Select Sector SPDR Fund | $4,702,015 | $959,614 ▲ | 25.6% | 35,686 | 0.4% | ETF |
VZ Verizon Communications | $4,697,115 | $128,968 ▼ | -2.7% | 117,457 | 0.4% | Computer and Technology |
MUB iShares National Muni Bond ETF | $4,482,665 | $56,791 ▲ | 1.3% | 42,071 | 0.3% | ETF |
CALF Pacer US Small Cap Cash Cows 100 ETF | $4,276,733 | $710,984 ▲ | 19.9% | 97,176 | 0.3% | ETF |
PG Procter & Gamble | $4,240,154 | $93,883 ▲ | 2.3% | 25,292 | 0.3% | Consumer Staples |
VONG Vanguard Russell 1000 Growth ETF | $4,205,839 | $284,693 ▲ | 7.3% | 40,715 | 0.3% | ETF |
WMT Walmart | $4,136,648 | $82,128 ▲ | 2.0% | 45,785 | 0.3% | Retail/Wholesale |
FDL First Trust Morningstar Dividend Leaders Index | $4,133,571 | $630,189 ▲ | 18.0% | 102,672 | 0.3% | ETF |
MMC Marsh & McLennan Companies | $4,042,135 | $306,718 ▲ | 8.2% | 19,030 | 0.3% | Finance |
CTAS Cintas | $4,033,513 | $126,795 ▲ | 3.2% | 22,077 | 0.3% | Business Services |
SCHA Schwab US Small-Cap ETF | $3,996,315 | $1,967,242 ▲ | 97.0% | 154,537 | 0.3% | ETF |
ADP Automatic Data Processing | $3,924,738 | $267,563 ▼ | -6.4% | 13,407 | 0.3% | Business Services |
IEMG iShares Core MSCI Emerging Markets ETF | $3,830,908 | $54,048 ▲ | 1.4% | 73,361 | 0.3% | ETF |
AJG Arthur J. Gallagher & Co. | $3,705,227 | $290,389 ▲ | 8.5% | 13,053 | 0.3% | Finance |
RELX Relx | $3,564,017 | $218,879 ▼ | -5.8% | 78,468 | 0.3% | Computer and Technology |
TSLA Tesla | $3,522,292 | $130,844 ▲ | 3.9% | 8,722 | 0.3% | Auto/Tires/Trucks |
FBND Fidelity Total Bond ETF | $3,516,819 | $13,551 ▲ | 0.4% | 78,378 | 0.3% | ETF |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $3,507,613 | $14,956 ▼ | -0.4% | 82,319 | 0.3% | ETF |
MA Mastercard | $3,396,634 | $76,358 ▼ | -2.2% | 6,450 | 0.3% | Business Services |
SOXX iShares Semiconductor ETF | $3,369,676 | $314,190 ▲ | 10.3% | 15,637 | 0.3% | ETF |
GLD SPDR Gold Shares | $3,368,028 | $352,783 ▲ | 11.7% | 13,910 | 0.3% | Finance |
IWD iShares Russell 1000 Value ETF | $3,343,122 | $2,716,078 ▲ | 433.2% | 18,058 | 0.3% | ETF |
PYPL PayPal | $3,337,782 | $2,219 ▲ | 0.1% | 39,107 | 0.3% | Computer and Technology |
AOA iShares Core Aggressive Allocation ETF | $3,322,406 | $320,611 ▲ | 10.7% | 43,368 | 0.3% | ETF |
CSCO Cisco Systems | $3,303,952 | $140,482 ▼ | -4.1% | 55,810 | 0.2% | Computer and Technology |
BAC Bank of America | $3,278,916 | $104,073 ▲ | 3.3% | 74,606 | 0.2% | Finance |
LINDE PLC
| $3,260,685 | $139,002 ▲ | 4.5% | 7,788 | 0.2% | SHS |
SMB VanEck Short Muni ETF | $3,172,707 | $121,647 ▼ | -3.7% | 185,647 | 0.2% | ETF |
WEC WEC Energy Group | $3,118,609 | $159,866 ▼ | -4.9% | 33,163 | 0.2% | Utilities |
TMO Thermo Fisher Scientific | $3,116,458 | $97,276 ▲ | 3.2% | 5,991 | 0.2% | Medical |
NDAQ Nasdaq | $3,105,765 | $299,730 ▲ | 10.7% | 40,173 | 0.2% | Finance |
BK Bank of New York Mellon | $3,066,069 | $53,243 ▲ | 1.8% | 39,907 | 0.2% | Finance |
