XOM Exxon Mobil | $53,451,533 | $90,478 ▼ | -0.2% | 497,429 | 6.6% | Energy |
AAPL Apple | $52,629,008 | $715,700 ▲ | 1.4% | 210,163 | 6.5% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $44,454,252 | $2,014,905 ▲ | 4.7% | 75,300 | 5.5% | ETF |
MSFT Microsoft | $39,800,559 | $85,579 ▼ | -0.2% | 94,410 | 4.9% | Computer and Technology |
CVX Chevron | $36,179,004 | $220,310 ▼ | -0.6% | 249,612 | 4.5% | Energy |
JPM JPMorgan Chase & Co. | $22,418,398 | $57,291 ▲ | 0.3% | 93,523 | 2.8% | Finance |
AMZN Amazon.com | $20,878,688 | $637,117 ▲ | 3.1% | 95,133 | 2.6% | Retail/Wholesale |
VEA Vanguard FTSE Developed Markets ETF | $16,530,874 | $163,584 ▼ | -1.0% | 340,655 | 2.0% | ETF |
GOOG Alphabet | $15,436,114 | $5,716 ▼ | 0.0% | 81,018 | 1.9% | Computer and Technology |
LLY Eli Lilly and Company | $15,157,345 | $356,343 ▲ | 2.4% | 19,609 | 1.9% | Medical |
ADP Automatic Data Processing | $13,967,319 | | 0.0% | 47,714 | 1.7% | Business Services |
VOO Vanguard S&P 500 ETF | $12,869,477 | $130,931 ▼ | -1.0% | 23,885 | 1.6% | ETF |
GOOGL Alphabet | $12,668,145 | $94,650 ▲ | 0.8% | 66,921 | 1.6% | Computer and Technology |
JNJ Johnson & Johnson | $12,598,137 | $160,239 ▼ | -1.3% | 87,112 | 1.6% | Medical |
VB Vanguard Small-Cap ETF | $11,450,385 | $28,377 ▲ | 0.2% | 47,614 | 1.4% | ETF |
AVGO Broadcom | $11,137,362 | $28,980 ▼ | -0.3% | 48,039 | 1.4% | Computer and Technology |
HD Home Depot | $10,796,417 | $67,295 ▲ | 0.6% | 27,755 | 1.3% | Retail/Wholesale |
V Visa | $10,470,721 | $86,595 ▲ | 0.8% | 33,131 | 1.3% | Business Services |
VO Vanguard Mid-Cap ETF | $10,445,179 | $599,630 ▼ | -5.4% | 39,542 | 1.3% | ETF |
BRK.A Berkshire Hathaway | $10,213,800 | | 0.0% | 15 | 1.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $8,996,505 | $302,951 ▲ | 3.5% | 144,383 | 1.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $8,744,567 | $338,284 ▲ | 4.0% | 75,895 | 1.1% | ETF |
IEFA iShares Core MSCI EAFE ETF | $8,311,319 | $192,216 ▲ | 2.4% | 122,195 | 1.0% | ETF |
RTX RTX | $8,237,577 | $126,991 ▲ | 1.6% | 71,030 | 1.0% | Aerospace |
VCSH Vanguard Short-Term Corporate Bond ETF | $8,029,213 | $128,717 ▲ | 1.6% | 102,925 | 1.0% | ETF |
MA Mastercard | $7,799,028 | $81,618 ▲ | 1.1% | 14,811 | 1.0% | Business Services |
ABBV AbbVie | $7,531,910 | $96,490 ▼ | -1.3% | 42,386 | 0.9% | Medical |
IWR iShares Russell Mid-Cap ETF | $7,403,622 | $24,399 ▼ | -0.3% | 83,751 | 0.9% | ETF |
MRK Merck & Co., Inc. | $7,192,802 | $59,091 ▼ | -0.8% | 72,304 | 0.9% | Medical |
PG Procter & Gamble | $6,532,985 | | 0.0% | 38,927 | 0.8% | Consumer Staples |
IWM iShares Russell 2000 ETF | $6,427,708 | $112,026 ▲ | 1.8% | 29,090 | 0.8% | Finance |
DE Deere & Company | $6,423,292 | $1,485,069 ▼ | -18.8% | 15,160 | 0.8% | Industrials |
NVDA NVIDIA | $6,360,109 | $141,005 ▲ | 2.3% | 47,361 | 0.8% | Computer and Technology |
SYK Stryker | $6,342,281 | $9,361 ▼ | -0.1% | 17,615 | 0.8% | Medical |
COST Costco Wholesale | $6,070,289 | $133,775 ▲ | 2.3% | 6,625 | 0.8% | Retail/Wholesale |
ACN Accenture | $5,859,766 | | 0.0% | 16,657 | 0.7% | Computer and Technology |
WMT Walmart | $5,837,965 | $92,609 ▲ | 1.6% | 64,615 | 0.7% | Retail/Wholesale |
TGT Target | $5,738,932 | $2,028 ▼ | 0.0% | 42,454 | 0.7% | Retail/Wholesale |
LMT Lockheed Martin | $5,441,175 | | 0.0% | 11,197 | 0.7% | Aerospace |
BLACKROCK INC
| $5,434,814 | $5,434,814 ▲ | New Holding | 5,302 | 0.7% | COM |
ABT Abbott Laboratories | $5,020,274 | $21,152 ▼ | -0.4% | 44,384 | 0.6% | Medical |
KO Coca-Cola | $4,967,750 | $1,557 ▼ | 0.0% | 79,790 | 0.6% | Consumer Staples |
MCK McKesson | $4,746,780 | $5,699 ▼ | -0.1% | 8,329 | 0.6% | Medical |
BRK.B Berkshire Hathaway | $4,706,406 | $40,342 ▲ | 0.9% | 10,383 | 0.6% | Finance |
HON Honeywell International | $4,591,666 | $11,294 ▼ | -0.2% | 20,327 | 0.6% | Multi-Sector Conglomerates |
TSLA Tesla | $4,408,317 | | 0.0% | 10,916 | 0.5% | Auto/Tires/Trucks |
PEP PepsiCo | $4,282,010 | $149,195 ▼ | -3.4% | 28,299 | 0.5% | Consumer Staples |
CSCO Cisco Systems | $4,087,109 | $1,421 ▼ | 0.0% | 69,039 | 0.5% | Computer and Technology |
MCD McDonald's | $4,062,229 | $254,234 ▼ | -5.9% | 14,013 | 0.5% | Retail/Wholesale |
AZN AstraZeneca | $3,986,564 | | 0.0% | 59,825 | 0.5% | Medical |
SPY SPDR S&P 500 ETF Trust | $3,872,817 | $112,527 ▼ | -2.8% | 6,608 | 0.5% | Finance |
NEE NextEra Energy | $3,322,376 | $600,918 ▲ | 22.1% | 46,304 | 0.4% | Utilities |
TRV Travelers Companies | $3,221,181 | $1,445 ▼ | 0.0% | 13,372 | 0.4% | Finance |
NKE NIKE | $3,215,975 | $1,071,109 ▲ | 49.9% | 42,500 | 0.4% | Consumer Discretionary |
EMR Emerson Electric | $3,181,903 | $9,914 ▼ | -0.3% | 25,675 | 0.4% | Industrials |
ASML ASML | $3,003,116 | $2,171,420 ▲ | 261.1% | 4,333 | 0.4% | Computer and Technology |
MDLZ Mondelez International | $2,998,088 | $1,195 ▼ | 0.0% | 50,194 | 0.4% | Consumer Staples |
UNH UnitedHealth Group | $2,964,340 | | 0.0% | 5,860 | 0.4% | Medical |
ADBE Adobe | $2,943,782 | $58,698 ▲ | 2.0% | 6,620 | 0.4% | Computer and Technology |
PANW Palo Alto Networks | $2,860,047 | $1,416,195 ▲ | 98.1% | 15,718 | 0.4% | Computer and Technology |
META Meta Platforms | $2,837,381 | $23,420 ▲ | 0.8% | 4,846 | 0.4% | Computer and Technology |
DIS Walt Disney | $2,798,114 | $1,319,386 ▼ | -32.0% | 25,129 | 0.3% | Consumer Discretionary |
GD General Dynamics | $2,789,569 | | 0.0% | 10,587 | 0.3% | Aerospace |
IVW iShares S&P 500 Growth ETF | $2,758,773 | | 0.0% | 27,172 | 0.3% | ETF |
BX Blackstone | $2,679,234 | | 0.0% | 15,539 | 0.3% | Finance |
TT Trane Technologies | $2,590,990 | $81,257 ▲ | 3.2% | 7,015 | 0.3% | Construction |
PM Philip Morris International | $2,590,895 | $84,245 ▼ | -3.1% | 21,528 | 0.3% | Consumer Staples |
UNP Union Pacific | $2,517,106 | $6,841 ▼ | -0.3% | 11,038 | 0.3% | Transportation |
VTI Vanguard Total Stock Market ETF | $2,484,831 | $173,886 ▲ | 7.5% | 8,574 | 0.3% | ETF |
TMO Thermo Fisher Scientific | $2,393,058 | $10,342 ▼ | -0.4% | 4,628 | 0.3% | Medical |
AMT American Tower | $2,250,441 | $262,673 ▼ | -10.5% | 12,320 | 0.3% | Finance |
MCO Moody's | $2,177,502 | | 0.0% | 4,600 | 0.3% | Finance |
TJX TJX Companies | $2,132,176 | $75,869 ▲ | 3.7% | 17,649 | 0.3% | Retail/Wholesale |
CRM Salesforce | $2,112,966 | | 0.0% | 6,320 | 0.3% | Computer and Technology |
NSC Norfolk Southern | $2,075,452 | | 0.0% | 8,843 | 0.3% | Transportation |
MMM 3M | $2,074,605 | $2,453 ▲ | 0.1% | 16,071 | 0.3% | Multi-Sector Conglomerates |
VUG Vanguard Growth ETF | $2,041,939 | $132,162 ▲ | 6.9% | 4,975 | 0.3% | ETF |
SCHW Charles Schwab | $2,040,382 | | 0.0% | 27,569 | 0.3% | Finance |
SBUX Starbucks | $2,016,442 | $14,235 ▼ | -0.7% | 22,098 | 0.2% | Retail/Wholesale |
NVO Novo Nordisk A/S | $1,995,062 | $3,269 ▲ | 0.2% | 23,193 | 0.2% | Medical |
IWB iShares Russell 1000 ETF | $1,963,565 | $16,108 ▼ | -0.8% | 6,095 | 0.2% | ETF |
COP ConocoPhillips | $1,836,728 | $1,785 ▼ | -0.1% | 18,521 | 0.2% | Energy |
IWV iShares Russell 3000 ETF | $1,827,345 | $1,077,622 ▲ | 143.7% | 5,467 | 0.2% | ETF |
CFA VictoryShares US 500 Volatility Wtd ETF | $1,812,828 | $29,718 ▼ | -1.6% | 21,350 | 0.2% | Manufacturing |
JHML John Hancock Multifactor Large Cap ETF | $1,793,488 | | 0.0% | 25,750 | 0.2% | ETF |
CMCSA Comcast | $1,608,949 | $8,444 ▼ | -0.5% | 42,871 | 0.2% | Consumer Discretionary |
LOW Lowe's Companies | $1,591,613 | | 0.0% | 6,449 | 0.2% | Retail/Wholesale |
WFC Wells Fargo & Company | $1,589,110 | | 0.0% | 22,624 | 0.2% | Finance |
UPS United Parcel Service | $1,587,473 | $61,159 ▼ | -3.7% | 12,589 | 0.2% | Transportation |
IBM International Business Machines | $1,542,107 | | 0.0% | 7,015 | 0.2% | Computer and Technology |
FCX Freeport-McMoRan | $1,532,339 | | 0.0% | 40,240 | 0.2% | Basic Materials |
ORCL Oracle | $1,526,589 | | 0.0% | 9,161 | 0.2% | Computer and Technology |
MS Morgan Stanley | $1,495,817 | $8,800 ▼ | -0.6% | 11,898 | 0.2% | Finance |
KMB Kimberly-Clark | $1,475,248 | | 0.0% | 11,258 | 0.2% | Consumer Staples |
BA Boeing | $1,452,285 | $586,120 ▼ | -28.8% | 9,205 | 0.2% | Aerospace |
CL Colgate-Palmolive | $1,427,560 | | 0.0% | 15,703 | 0.2% | Consumer Staples |
BHP BHP Group | $1,399,224 | | 0.0% | 28,655 | 0.2% | Basic Materials |
EW Edwards Lifesciences | $1,395,021 | $740 ▼ | -0.1% | 18,844 | 0.2% | Medical |
CAT Caterpillar | $1,384,292 | $252,118 ▲ | 22.3% | 3,816 | 0.2% | Industrials |
DHR Danaher | $1,362,150 | | 0.0% | 5,934 | 0.2% | Medical |
LINDE PLC
| $1,349,792 | | 0.0% | 3,224 | 0.2% | SHS |
TXN Texas Instruments | $1,329,258 | | 0.0% | 7,089 | 0.2% | Computer and Technology |
PFE Pfizer | $1,324,776 | $212,240 ▼ | -13.8% | 49,935 | 0.2% | Medical |
RSP Invesco S&P 500 Equal Weight ETF | $1,317,204 | $48,188 ▲ | 3.8% | 7,517 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $1,293,597 | $23,160 ▼ | -1.8% | 14,522 | 0.2% | ETF |
KVUE Kenvue | $1,288,152 | $7,878 ▼ | -0.6% | 60,335 | 0.2% | Consumer Staples |
VWO Vanguard FTSE Emerging Markets ETF | $1,247,505 | $6,121 ▲ | 0.5% | 28,327 | 0.2% | ETF |
APD Air Products and Chemicals | $1,243,111 | | 0.0% | 4,286 | 0.2% | Basic Materials |
HYGV FlexShares High Yield Value-Scored Bond Index Fund | $1,211,247 | $10,170 ▲ | 0.8% | 29,775 | 0.1% | ETF |
VYM Vanguard High Dividend Yield ETF | $1,188,756 | | 0.0% | 9,317 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,155,763 | $40,829 ▲ | 3.7% | 15,286 | 0.1% | Finance |
BMY Bristol-Myers Squibb | $1,128,598 | | 0.0% | 19,954 | 0.1% | Medical |
BAC Bank of America | $1,120,725 | $25,491 ▼ | -2.2% | 25,500 | 0.1% | Finance |
CME CME Group | $1,106,344 | $22,062 ▲ | 2.0% | 4,764 | 0.1% | Finance |
IWF iShares Russell 1000 Growth ETF | $1,098,321 | $13,252 ▼ | -1.2% | 2,735 | 0.1% | ETF |
FEUS FlexShares ESG & Climate US Large Cap Core Index Fund | $1,095,506 | $93,619 ▲ | 9.3% | 16,675 | 0.1% | ETF |
INKM SPDR SSgA Income Allocation ETF | $1,088,221 | $9,383 ▲ | 0.9% | 34,795 | 0.1% | ETF |
OTIS Otis Worldwide | $1,084,556 | $1,389 ▼ | -0.1% | 11,711 | 0.1% | Construction |
NEM Newmont | $1,053,326 | $1,053,326 ▲ | New Holding | 28,300 | 0.1% | Basic Materials |
ITW Illinois Tool Works | $1,048,724 | | 0.0% | 4,136 | 0.1% | Industrials |
SCHF Schwab International Equity ETF | $1,037,739 | $518,870 ▲ | 100.0% | 56,094 | 0.1% | ETF |
AMGN Amgen | $1,037,087 | $7,559 ▼ | -0.7% | 3,979 | 0.1% | Medical |
MO Altria Group | $1,035,551 | | 0.0% | 19,804 | 0.1% | Consumer Staples |
BKNG Booking | $1,018,526 | | 0.0% | 205 | 0.1% | Retail/Wholesale |
CVS CVS Health | $1,012,404 | $152,626 ▼ | -13.1% | 22,553 | 0.1% | Medical |
NYXH Nyxoah | $1,008,671 | | 0.0% | 117,940 | 0.1% | Medical |
ET Energy Transfer | $979,500 | $391,800 ▲ | 66.7% | 50,000 | 0.1% | Energy |
LHX L3Harris Technologies | $969,811 | | 0.0% | 4,612 | 0.1% | Aerospace |
EOG EOG Resources | $943,131 | $7,968 ▲ | 0.9% | 7,694 | 0.1% | Energy |
CARR Carrier Global | $930,111 | | 0.0% | 13,626 | 0.1% | Computer and Technology |
JHMM John Hancock Multifactor Mid Cap ETF | $928,563 | | 0.0% | 15,546 | 0.1% | ETF |
GAL SPDR SSgA Global Allocation ETF | $882,098 | $29,159 ▼ | -3.2% | 19,966 | 0.1% | ETF |
ROK Rockwell Automation | $847,082 | | 0.0% | 2,964 | 0.1% | Computer and Technology |
ETN Eaton | $844,609 | $270,474 ▲ | 47.1% | 2,545 | 0.1% | Industrials |
CI The Cigna Group | $834,771 | $9,389 ▼ | -1.1% | 3,023 | 0.1% | Medical |
XLK Technology Select Sector SPDR Fund | $830,329 | | 0.0% | 3,568 | 0.1% | ETF |
AFL Aflac | $827,520 | | 0.0% | 8,000 | 0.1% | Finance |
C Citigroup | $804,558 | | 0.0% | 11,430 | 0.1% | Finance |
CB Chubb | $801,270 | | 0.0% | 2,900 | 0.1% | Finance |
DD DuPont de Nemours | $800,396 | | 0.0% | 10,497 | 0.1% | Basic Materials |
CSA VictoryShares US Small Cap Volatility Wtd | $793,543 | | 0.0% | 10,725 | 0.1% | ETF |
GS The Goldman Sachs Group | $770,174 | | 0.0% | 1,345 | 0.1% | Finance |
EEM iShares MSCI Emerging Markets ETF | $746,015 | $1,087 ▲ | 0.1% | 17,839 | 0.1% | Finance |
IEMG iShares Core MSCI Emerging Markets ETF | $741,733 | $541,626 ▼ | -42.2% | 14,204 | 0.1% | ETF |
ESGV Vanguard ESG US Stock ETF | $739,160 | | 0.0% | 7,047 | 0.1% | ETF |
CSX CSX | $738,660 | | 0.0% | 22,890 | 0.1% | Transportation |
DEO Diageo | $732,650 | $22,248 ▼ | -2.9% | 5,763 | 0.1% | Consumer Staples |
TFC Truist Financial | $729,521 | | 0.0% | 16,817 | 0.1% | Finance |
ARISTA NETWORKS INC
| $729,498 | $729,498 ▲ | New Holding | 6,600 | 0.1% | COM SHS |
MDT Medtronic | $720,837 | $312,171 ▼ | -30.2% | 9,024 | 0.1% | Medical |
IWP iShares Russell Mid-Cap Growth ETF | $687,999 | | 0.0% | 5,428 | 0.1% | ETF |
BP BP | $678,934 | | 0.0% | 22,968 | 0.1% | Energy |
ZTS Zoetis | $666,058 | | 0.0% | 4,088 | 0.1% | Medical |
PKG Packaging Co. of America | $652,877 | | 0.0% | 2,900 | 0.1% | Industrials |
T AT&T | $652,793 | $3,916 ▼ | -0.6% | 28,669 | 0.1% | Computer and Technology |
AXP American Express | $624,446 | | 0.0% | 2,104 | 0.1% | Finance |
YUM Yum! Brands | $614,319 | $160,455 ▼ | -20.7% | 4,579 | 0.1% | Retail/Wholesale |
ICE Intercontinental Exchange | $608,557 | $2,235 ▼ | -0.4% | 4,084 | 0.1% | Finance |
ISRG Intuitive Surgical | $601,820 | | 0.0% | 1,153 | 0.1% | Medical |
TSM Taiwan Semiconductor Manufacturing | $594,445 | | 0.0% | 3,010 | 0.1% | Computer and Technology |
SDY SPDR S&P Dividend ETF | $548,876 | | 0.0% | 4,155 | 0.1% | ETF |
IR Ingersoll Rand | $542,308 | | 0.0% | 5,995 | 0.1% | Industrials |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $533,773 | | 0.0% | 4,150 | 0.1% | ETF |
BSX Boston Scientific | $527,703 | $4,019 ▼ | -0.8% | 5,908 | 0.1% | Medical |
GIS General Mills | $519,088 | $133,917 ▼ | -20.5% | 8,140 | 0.1% | Consumer Staples |
ADSK Autodesk | $511,336 | | 0.0% | 1,730 | 0.1% | Computer and Technology |
PAYX Paychex | $480,674 | $9,114 ▼ | -1.9% | 3,428 | 0.1% | Business Services |
PH Parker-Hannifin | $472,570 | $25,441 ▲ | 5.7% | 743 | 0.1% | Industrials |
STT State Street | $467,194 | | 0.0% | 4,760 | 0.1% | Finance |
SPG Simon Property Group | $464,967 | $86,105 ▼ | -15.6% | 2,700 | 0.1% | Finance |
PALANTIR TECHNOLOGIES INC
| $455,671 | $455,671 ▲ | New Holding | 6,025 | 0.1% | CL A |
FDX FedEx | $455,473 | | 0.0% | 1,619 | 0.1% | Transportation |
J Jacobs Solutions | $454,308 | | 0.0% | 3,400 | 0.1% | Business Services |
VZ Verizon Communications | $454,121 | $49,582 ▼ | -9.8% | 11,696 | 0.1% | Computer and Technology |
NVS Novartis | $450,253 | | 0.0% | 4,627 | 0.1% | Medical |
ISHARES ETHEREUM TR
| $450,010 | $450,010 ▲ | New Holding | 17,794 | 0.1% | SHS |
BDX Becton, Dickinson and Company | $436,952 | | 0.0% | 1,926 | 0.1% | Medical |
CHENIERE ENERGY INC
| $429,740 | | 0.0% | 2,000 | 0.1% | COM NEW |
DSI iShares ESG MSCI KLD 400 ETF | $426,337 | $64,717 ▲ | 17.9% | 3,867 | 0.1% | ETF |
AEP American Electric Power | $419,831 | | 0.0% | 4,552 | 0.1% | Utilities |
SHEL Shell | $416,936 | $940 ▼ | -0.2% | 6,655 | 0.1% | Energy |
HYG iShares iBoxx $ High Yield Corporate Bond ETF | $412,441 | | 0.0% | 5,244 | 0.1% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $411,319 | $76,966 ▲ | 23.0% | 8,043 | 0.1% | ETF |
NOW ServiceNow | $406,026 | $19,082 ▼ | -4.5% | 383 | 0.1% | Computer and Technology |
HLT Hilton Worldwide | $401,635 | | 0.0% | 1,625 | 0.0% | Consumer Discretionary |
DTEC ALPS Disruptive Technologies ETF | $390,336 | $113,325 ▼ | -22.5% | 8,611 | 0.0% | ETF |
ROP Roper Technologies | $389,888 | | 0.0% | 750 | 0.0% | Computer and Technology |
DRI Darden Restaurants | $387,382 | | 0.0% | 2,075 | 0.0% | Retail/Wholesale |
BK Bank of New York Mellon | $384,150 | | 0.0% | 5,000 | 0.0% | Finance |
MKC McCormick & Company, Incorporated | $381,200 | | 0.0% | 5,000 | 0.0% | Consumer Staples |
INTC Intel | $367,617 | $35,589 ▼ | -8.8% | 18,335 | 0.0% | Computer and Technology |
PSX Phillips 66 | $365,032 | | 0.0% | 3,204 | 0.0% | Energy |
GE General Electric | $363,269 | | 0.0% | 2,178 | 0.0% | Transportation |
WM Waste Management | $355,171 | $117,045 ▲ | 49.2% | 1,760 | 0.0% | Business Services |
AWK American Water Works | $354,423 | | 0.0% | 2,847 | 0.0% | Utilities |
CLX Clorox | $349,182 | | 0.0% | 2,150 | 0.0% | Consumer Staples |
AVY Avery Dennison | $342,822 | | 0.0% | 1,832 | 0.0% | Industrials |
ACWI iShares MSCI ACWI ETF | $340,750 | | 0.0% | 2,900 | 0.0% | Manufacturing |
REGN Regeneron Pharmaceuticals | $327,672 | | 0.0% | 460 | 0.0% | Medical |
HIG The Hartford Financial Services Group | $325,465 | | 0.0% | 2,975 | 0.0% | Finance |
NFLX Netflix | $325,332 | $65,066 ▲ | 25.0% | 365 | 0.0% | Consumer Discretionary |
LYB LyondellBasell Industries | $319,361 | | 0.0% | 4,300 | 0.0% | Basic Materials |
PYPL PayPal | $311,698 | | 0.0% | 3,652 | 0.0% | Computer and Technology |
ARKK ARK Innovation ETF | $310,645 | | 0.0% | 5,472 | 0.0% | ETF |
MPC Marathon Petroleum | $298,948 | | 0.0% | 2,143 | 0.0% | Energy |
NOC Northrop Grumman | $296,122 | | 0.0% | 631 | 0.0% | Aerospace |
CCI Crown Castle | $288,708 | $575,419 ▼ | -66.6% | 3,181 | 0.0% | Finance |
TECH Bio-Techne | $288,120 | | 0.0% | 4,000 | 0.0% | Medical |
SRE Sempra | $285,792 | | 0.0% | 3,258 | 0.0% | Utilities |
DUK Duke Energy | $278,077 | | 0.0% | 3,431 | 0.0% | Utilities |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $276,260 | | 0.0% | 3,425 | 0.0% | ETF |
FBIN Fortune Brands Innovations | $273,320 | | 0.0% | 4,000 | 0.0% | Retail/Wholesale |
MMC Marsh & McLennan Companies | $273,159 | $25,489 ▲ | 10.3% | 1,286 | 0.0% | Finance |
JMST JPMorgan Ultra-Short Municipal ETF | $270,538 | $63,083 ▼ | -18.9% | 5,335 | 0.0% | ETF |
SO Southern | $259,967 | $91,458 ▼ | -26.0% | 3,158 | 0.0% | Utilities |
HSY Hershey | $254,176 | | 0.0% | 1,501 | 0.0% | Consumer Staples |
QDEF FlexShares Quality Dividend Defensive Index Fund | $252,804 | | 0.0% | 3,600 | 0.0% | ETF |
SJM J. M. Smucker | $247,770 | | 0.0% | 2,250 | 0.0% | Consumer Staples |
FLR Fluor | $246,600 | $1,578 ▼ | -0.6% | 5,000 | 0.0% | Construction |
ZBH Zimmer Biomet | $244,005 | | 0.0% | 2,310 | 0.0% | Medical |
SWK Stanley Black & Decker | $237,257 | | 0.0% | 2,955 | 0.0% | Industrials |
ADI Analog Devices | $236,256 | $5,099 ▼ | -2.1% | 1,112 | 0.0% | Computer and Technology |
VBK Vanguard Small-Cap Growth ETF | $233,850 | | 0.0% | 835 | 0.0% | ETF |
USB U.S. Bancorp | $233,123 | | 0.0% | 4,874 | 0.0% | Finance |
ALLE Allegion | $232,872 | | 0.0% | 1,782 | 0.0% | Industrials |
VTWO Vanguard Russell 2000 ETF | $223,325 | | 0.0% | 2,500 | 0.0% | ETF |
MUB iShares National Muni Bond ETF | $222,690 | $567,380 ▼ | -71.8% | 2,090 | 0.0% | ETF |
RWR SPDR Dow Jones REIT ETF | $221,941 | | 0.0% | 2,245 | 0.0% | ETF |
VIG Vanguard Dividend Appreciation ETF | $211,239 | $392 ▲ | 0.2% | 1,079 | 0.0% | ETF |
PNC The PNC Financial Services Group | $206,350 | $206,350 ▲ | New Holding | 1,070 | 0.0% | Finance |
BIV Vanguard Intermediate-Term Bond ETF | $202,967 | $202,967 ▲ | New Holding | 2,716 | 0.0% | ETF |
SLRC SLR Investment | $161,600 | | 0.0% | 10,000 | 0.0% | Finance |
MIN MFS Intermediate Income Trust | $27,332 | | 0.0% | 10,275 | 0.0% | Finance |
BLK BlackRock | $0 | $5,034,006 ▼ | -100.0% | 0 | 0.0% | Finance |
SPGI S&P Global | $0 | $1,227,489 ▼ | -100.0% | 0 | 0.0% | Business Services |
ANET Arista Networks | $0 | $633,303 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
TD Toronto-Dominion Bank | $0 | $344,387 ▼ | -100.0% | 0 | 0.0% | Finance |
SOLVENTUM CORP
| $0 | $262,217 ▼ | -100.0% | 0 | 0.0% | COM SHS |
AMAT Applied Materials | $0 | $240,440 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
HUN Huntsman | $0 | $202,070 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
GLOBALSTAR INC
| $0 | $45,756 ▼ | -100.0% | 0 | 0.0% | COM |
