AAPL Apple | $7,609,003 | $12,515 ▲ | 0.2% | 37,086 | 2.9% | Computer and Technology |
MSFT Microsoft | $5,733,289 | $133,309 ▲ | 2.4% | 11,526 | 2.2% | Computer and Technology |
SPY SPDR S&P 500 ETF Trust | $5,669,036 | $201,428 ▼ | -3.4% | 9,175 | 2.2% | Finance |
NVDA NVIDIA | $5,485,524 | $112,649 ▲ | 2.1% | 34,720 | 2.1% | Computer and Technology |
OUNZ VanEck Merk Gold ETF | $5,403,410 | $820,243 ▼ | -13.2% | 169,439 | 2.1% | ETF |
IWY iShares Russell Top 200 Growth ETF | $4,547,759 | $723,036 ▲ | 18.9% | 18,448 | 1.7% | ETF |
BRK.B Berkshire Hathaway | $4,405,930 | $279,348 ▲ | 6.8% | 9,069 | 1.7% | Finance |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $4,398,795 | $635,904 ▲ | 16.9% | 32,574 | 1.7% | ETF |
DGRO iShares Core Dividend Growth ETF | $4,037,832 | $506,727 ▲ | 14.4% | 63,150 | 1.5% | ETF |
IWR iShares Russell Mid-Cap ETF | $4,016,252 | $634,227 ▲ | 18.8% | 43,669 | 1.5% | ETF |
GLD SPDR Gold Shares | $3,192,332 | $172,847 ▲ | 5.7% | 10,472 | 1.2% | Finance |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $3,023,194 | $36,651 ▼ | -1.2% | 35,964 | 1.2% | ETF |
DFAC Dimensional U.S. Core Equity 2 ETF | $2,892,081 | $329,371 ▲ | 12.9% | 80,694 | 1.1% | ETF |
TIP iShares TIPS Bond ETF | $2,794,581 | $59,532 ▼ | -2.1% | 25,396 | 1.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $2,713,147 | $32,482 ▲ | 1.2% | 32,743 | 1.0% | Manufacturing |
MPLX MPLX | $2,689,501 | $83,756 ▼ | -3.0% | 52,213 | 1.0% | Energy |
ISTB iShares Core 1-5 Year USD Bond ETF | $2,687,407 | $14,352 ▲ | 0.5% | 55,239 | 1.0% | Manufacturing |
ETN Eaton | $2,670,852 | | 0.0% | 7,481 | 1.0% | Industrials |
JPM JPMorgan Chase & Co. | $2,664,596 | $20,584 ▼ | -0.8% | 9,191 | 1.0% | Finance |
USTB VictoryShares Short-Term Bond ETF | $2,582,575 | $70,183 ▼ | -2.6% | 50,818 | 1.0% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $2,527,646 | $135,100 ▲ | 5.6% | 12,816 | 1.0% | ETF |
QQQ Invesco QQQ | $2,480,327 | $236,117 ▼ | -8.7% | 4,496 | 1.0% | Finance |
META Meta Platforms | $2,373,632 | $803,270 ▼ | -25.3% | 3,215 | 0.9% | Computer and Technology |
BIZD VanEck BDC Income ETF | $2,256,374 | $18,966 ▲ | 0.8% | 138,597 | 0.9% | ETF |
EPD Enterprise Products Partners | $2,086,824 | $134,553 ▲ | 6.9% | 67,295 | 0.8% | Energy |
AMLP Alerian MLP ETF | $2,015,556 | $65,473 ▲ | 3.4% | 41,251 | 0.8% | ETF |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | $1,959,331 | $104,026 ▲ | 5.6% | 94,062 | 0.8% | ETF |
MLCO Melco Resorts & Entertainment | $1,907,079 | $17,793 ▲ | 0.9% | 263,773 | 0.7% | Consumer Discretionary |
IJR iShares Core S&P Small-Cap ETF | $1,895,341 | $296,290 ▲ | 18.5% | 17,342 | 0.7% | ETF |
TSLA Tesla | $1,871,247 | $253,524 ▼ | -11.9% | 5,890 | 0.7% | Auto/Tires/Trucks |
RQI Cohen & Steers Quality Income Realty Fund | $1,826,023 | $18,551 ▲ | 1.0% | 146,668 | 0.7% | Financial Services |
APO Apollo Global Management | $1,694,949 | $712,909 ▲ | 72.6% | 11,947 | 0.6% | Finance |
IVV iShares Core S&P 500 ETF | $1,622,778 | $116,756 ▲ | 7.8% | 2,613 | 0.6% | ETF |
AMZN Amazon.com | $1,616,735 | $219,397 ▲ | 15.7% | 7,369 | 0.6% | Retail/Wholesale |
ARCC Ares Capital | $1,568,128 | $51,870 ▲ | 3.4% | 71,408 | 0.6% | Finance |
PG Procter & Gamble | $1,549,065 | $50,191 ▲ | 3.3% | 9,722 | 0.6% | Consumer Staples |
DFUV Dimensional US Marketwide Value ETF | $1,547,257 | $91,707 ▲ | 6.3% | 36,595 | 0.6% | ETF |
OPRA Opera | $1,500,471 | $203,839 ▲ | 15.7% | 79,389 | 0.6% | Computer and Technology |
RSP Invesco S&P 500 Equal Weight ETF | $1,380,785 | $21,629 ▲ | 1.6% | 7,597 | 0.5% | ETF |
DFSB Dimensional Global Sustainability Fixed Income ETF | $1,376,214 | $222,518 ▼ | -13.9% | 26,248 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,361,498 | $141,217 ▲ | 11.6% | 20,314 | 0.5% | ETF |
HQH abrdn Healthcare Investors | $1,360,804 | $120,854 ▲ | 9.7% | 87,850 | 0.5% | Finance |
XLU Utilities Select Sector SPDR Fund | $1,359,487 | $1,960 ▲ | 0.1% | 16,648 | 0.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $1,336,399 | $239,481 ▼ | -15.2% | 27,835 | 0.5% | ETF |
BAC Bank of America | $1,319,465 | $36,248 ▲ | 2.8% | 27,883 | 0.5% | Finance |
UNH UnitedHealth Group | $1,273,987 | $706,106 ▲ | 124.3% | 4,083 | 0.5% | Medical |
EEM iShares MSCI Emerging Markets ETF | $1,270,065 | $70,961 ▲ | 5.9% | 26,328 | 0.5% | Finance |
AVGO Broadcom | $1,242,314 | $23,986 ▼ | -1.9% | 4,506 | 0.5% | Computer and Technology |
VNQ Vanguard Real Estate ETF | $1,227,964 | $256,138 ▲ | 26.4% | 13,788 | 0.5% | ETF |
DFCF Dimensional Core Fixed Income ETF | $1,227,884 | $251,324 ▼ | -17.0% | 29,055 | 0.5% | ETF |
DFIP Dimensional Inflation-Protected Securities ETF | $1,222,957 | $216,495 ▼ | -15.0% | 29,250 | 0.5% | ETF |
PTY Pimco Corporate & Income Opportunity Fund | $1,208,617 | $44,331 ▲ | 3.8% | 86,888 | 0.5% | Finance |
WES Western Midstream Partners | $1,199,877 | $49,692 ▲ | 4.3% | 31,004 | 0.5% | Energy |
OCSL Oaktree Specialty Lending | $1,195,417 | $30,530 ▲ | 2.6% | 87,512 | 0.5% | Finance |
OBDC Blue Owl Capital | $1,183,336 | $69,320 ▲ | 6.2% | 82,519 | 0.5% | Finance |
DFAS Dimensional U.S. Small Cap ETF | $1,174,813 | $138,506 ▲ | 13.4% | 18,440 | 0.5% | ETF |
HTD John Hancock Tax-Advantaged Dividend Income Fund | $1,163,847 | $49,727 ▼ | -4.1% | 49,758 | 0.4% | Financial Services |
HD Home Depot | $1,139,956 | $6,967 ▼ | -0.6% | 3,109 | 0.4% | Retail/Wholesale |
RVT Royce Small-Cap Trust | $1,138,969 | $28,294 ▲ | 2.5% | 75,679 | 0.4% | Finance |
XLK Technology Select Sector SPDR Fund | $1,120,022 | $62,055 ▲ | 5.9% | 4,422 | 0.4% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $1,082,452 | $9,964 ▼ | -0.9% | 11,516 | 0.4% | SHS |
GOOGL Alphabet | $1,060,277 | $35,601 ▲ | 3.5% | 6,016 | 0.4% | Computer and Technology |
V Visa | $1,036,821 | $42,964 ▼ | -4.0% | 2,920 | 0.4% | Business Services |
RNP Cohen & Steers REIT and Preferred Income Fund | $1,028,454 | $40,440 ▲ | 4.1% | 45,167 | 0.4% | Financial Services |
DUHP Dimensional US High Profitability ETF | $1,016,308 | $40,539 ▲ | 4.2% | 28,580 | 0.4% | ETF |
AWP abrdn Global Premier Properties Fund | $1,009,638 | $56,790 ▲ | 6.0% | 254,959 | 0.4% | Financial Services |
PDO Pimco Dynamic Income Opportunities Fund | $985,497 | $21,352 ▲ | 2.2% | 73,108 | 0.4% | Basic Materials |
ET Energy Transfer | $980,659 | $5,167 ▲ | 0.5% | 54,090 | 0.4% | Energy |
O Realty Income | $977,418 | $53,059 ▼ | -5.1% | 16,966 | 0.4% | Finance |
BGR BlackRock Energy and Resources Trust | $975,719 | $38,110 ▲ | 4.1% | 73,583 | 0.4% | Financial Services |
JNJ Johnson & Johnson | $968,039 | $140,234 ▼ | -12.7% | 6,337 | 0.4% | Medical |
BTO John Hancock Financial Opportunities Fund | $966,550 | $36,660 ▲ | 3.9% | 27,288 | 0.4% | Finance |
RFI Cohen & Steers Total Return Realty Fund | $943,594 | $12,880 ▲ | 1.4% | 78,241 | 0.4% | Finance |
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund | $925,316 | $32,684 ▲ | 3.7% | 45,071 | 0.4% | Financial Services |
JPC Nuveen Preferred & Income Opportunities Fund | $920,876 | $34,069 ▲ | 3.8% | 114,822 | 0.4% | Financial Services |
DFAI Dimensional International Core Equity Market ETF | $918,891 | $6,845 ▼ | -0.7% | 26,580 | 0.4% | ETF |
PDI PIMCO Dynamic Income Fund | $918,481 | $39,458 ▲ | 4.5% | 48,417 | 0.4% | Financial Services |
THQ Abrdn Healthcare Opportunities Fund | $898,736 | $71,851 ▲ | 8.7% | 48,870 | 0.3% | Financial Services |
WPC W.P. Carey | $896,498 | $10,480 ▼ | -1.2% | 14,371 | 0.3% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $876,697 | $81,871 ▼ | -8.5% | 14,135 | 0.3% | ETF |
THW Abrdn World Healthcare Fund | $871,786 | $94,967 ▲ | 12.2% | 84,969 | 0.3% | Financial Services |
OHI Omega Healthcare Investors | $867,312 | | 0.0% | 23,664 | 0.3% | Finance |
MCD McDonald's | $856,971 | $21,329 ▼ | -2.4% | 2,933 | 0.3% | Retail/Wholesale |
DFLV Dimensional US Large Cap Value ETF | $844,172 | $21,746 ▲ | 2.6% | 27,213 | 0.3% | ETF |
VANECK BITCOIN ETF
| $834,046 | $27,728 ▼ | -3.2% | 27,372 | 0.3% | SH BEN INT |
CELESTICA INC
| $831,282 | $7,026 ▼ | -0.8% | 5,324 | 0.3% | COM |
MO Altria Group | $824,539 | $11,081 ▼ | -1.3% | 14,063 | 0.3% | Consumer Staples |
OXLC Oxford Lane Capital | $821,925 | $11,726 ▼ | -1.4% | 195,696 | 0.3% | Financial Services |
CVX Chevron | $818,542 | $51,696 ▼ | -5.9% | 5,716 | 0.3% | Energy |
MDY SPDR S&P MidCap 400 ETF Trust | $802,562 | $1,134 ▲ | 0.1% | 1,416 | 0.3% | ETF |
USA Liberty All-Star Equity Fund | $795,111 | $21,887 ▲ | 2.8% | 116,756 | 0.3% | Finance |
FLEX Flex | $789,903 | $12,480 ▼ | -1.6% | 15,823 | 0.3% | Computer and Technology |
ARI Apollo Commercial Real Estate Finance | $784,740 | $44,364 ▲ | 6.0% | 81,068 | 0.3% | Finance |
LYB LyondellBasell Industries | $777,493 | $130,305 ▲ | 20.1% | 13,437 | 0.3% | Basic Materials |
PALANTIR TECHNOLOGIES INC
| $769,094 | $30,404 ▲ | 4.1% | 5,641 | 0.3% | CL A |
BX Blackstone | $763,546 | $3,142 ▲ | 0.4% | 5,104 | 0.3% | Finance |
MICROCHIP TECHNOLOGY INC.
| $755,423 | $321,696 ▲ | 74.2% | 11,335 | 0.3% | DEP SHS REPSTG |
SPOT Spotify Technology | $752,517 | $675,730 ▼ | -47.3% | 980 | 0.3% | Computer and Technology |
NFLX Netflix | $752,112 | $88,484 ▼ | -10.5% | 561 | 0.3% | Consumer Discretionary |
GSL Global Ship Lease | $751,659 | $22,837 ▲ | 3.1% | 28,569 | 0.3% | Transportation |
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