IWY iShares Russell Top 200 Growth ETF | $65,237,149 | $65,575 ▲ | 0.1% | 296,465 | 12.4% | ETF |
AAPL Apple | $56,439,819 | $955,999 ▼ | -1.7% | 242,231 | 10.8% | Computer and Technology |
VOO Vanguard S&P 500 ETF | $27,985,374 | $651,669 ▲ | 2.4% | 53,036 | 5.3% | ETF |
MSFT Microsoft | $18,030,348 | $20,654 ▲ | 0.1% | 41,902 | 3.4% | Computer and Technology |
NVDA NVIDIA | $14,649,807 | $42,504 ▲ | 0.3% | 120,634 | 2.8% | Computer and Technology |
AMZN Amazon.com | $12,438,459 | $27,018 ▼ | -0.2% | 66,755 | 2.4% | Retail/Wholesale |
DGRO iShares Core Dividend Growth ETF | $11,442,470 | $869,070 ▼ | -7.1% | 182,525 | 2.2% | ETF |
BRK.B Berkshire Hathaway | $10,911,384 | $98,496 ▼ | -0.9% | 23,707 | 2.1% | Finance |
IJK iShares S&P Mid-Cap 400 Growth ETF | $10,849,544 | $147,547 ▼ | -1.3% | 118,020 | 2.1% | ETF |
DVY iShares Select Dividend ETF | $10,264,352 | $431,007 ▼ | -4.0% | 75,993 | 2.0% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $9,852,800 | $101,647 ▲ | 1.0% | 263,655 | 1.9% | ETF |
IWF iShares Russell 1000 Growth ETF | $8,554,065 | $115,616 ▼ | -1.3% | 22,788 | 1.6% | ETF |
QQQ Invesco QQQ | $8,477,086 | $22,451 ▲ | 0.3% | 17,369 | 1.6% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $8,155,186 | $185,941 ▼ | -2.2% | 58,464 | 1.6% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $8,094,235 | $2,318,279 ▲ | 40.1% | 153,126 | 1.5% | ETF |
SUSA iShares MSCI USA ESG Select ETF | $7,252,104 | $507,845 ▼ | -6.5% | 60,248 | 1.4% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $7,140,856 | $107,368 ▼ | -1.5% | 29,330 | 1.4% | ETF |
VOE Vanguard Mid-Cap Value ETF | $6,940,973 | $11,234 ▲ | 0.2% | 41,397 | 1.3% | ETF |
GOOGL Alphabet | $6,199,350 | $33,502 ▲ | 0.5% | 37,379 | 1.2% | Computer and Technology |
ESGD iShares ESG Aware MSCI EAFE ETF | $6,167,256 | $132,989 ▼ | -2.1% | 73,271 | 1.2% | Manufacturing |
EFIV SPDR S&P 500 ESG ETF | $5,553,163 | $507,474 ▲ | 10.1% | 99,590 | 1.1% | ETF |
DSI iShares MSCI KLD 400 Social ETF | $5,491,880 | $168,735 ▼ | -3.0% | 50,481 | 1.0% | ETF |
ORCL Oracle | $5,358,102 | $1,874 ▲ | 0.0% | 31,444 | 1.0% | Computer and Technology |
BRK.A Berkshire Hathaway | $4,838,260 | | 0.0% | 7 | 0.9% | Finance |
AMP Ameriprise Financial | $4,647,833 | $2,819 ▲ | 0.1% | 9,893 | 0.9% | Finance |
EFG iShares MSCI EAFE Growth ETF | $4,461,978 | $62,329 ▼ | -1.4% | 41,449 | 0.9% | ETF |
JPM JPMorgan Chase & Co. | $4,445,260 | $65,576 ▲ | 1.5% | 21,082 | 0.8% | Finance |
VUG Vanguard Growth ETF | $4,235,880 | $86,000 ▲ | 2.1% | 11,033 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,136,086 | $62 ▲ | 0.0% | 66,369 | 0.8% | ETF |
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
| $3,916,812 | $68,004 ▲ | 1.8% | 352,548 | 0.7% | ETF |
FOCT FT Vest U.S. Equity Buffer ETF - October | $3,758,023 | $2,831 ▼ | -0.1% | 88,937 | 0.7% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,670,650 | $14,737 ▼ | -0.4% | 31,384 | 0.7% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $3,404,213 | $240,082 ▼ | -6.6% | 31,620 | 0.6% | ETF |
IWX iShares Russell Top 200 Value ETF | $3,372,695 | $270,953 ▼ | -7.4% | 41,500 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $3,372,473 | $58,552 ▼ | -1.7% | 12,614 | 0.6% | ETF |
ZETA GLOBAL HOLDINGS CORP CL A
| $3,311,130 | $220,891 ▼ | -6.3% | 111,000 | 0.6% | Stock |
ICF iShares Cohen & Steers REIT ETF | $3,308,002 | $188,238 ▲ | 6.0% | 50,190 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,283,757 | $42,895 ▼ | -1.3% | 17,301 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $3,217,631 | $24,800 ▼ | -0.8% | 12,196 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,207,751 | $98,787 ▲ | 3.2% | 15,976 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $2,952,645 | $118,134 ▼ | -3.8% | 12,447 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,926,668 | $23,524 ▼ | -0.8% | 5,101 | 0.6% | Finance |
IYR iShares U.S. Real Estate ETF | $2,649,800 | $76,605 ▼ | -2.8% | 26,012 | 0.5% | ETF |
IVV iShares Core S&P 500 ETF | $2,497,430 | $169,571 ▼ | -6.4% | 4,330 | 0.5% | ETF |
GWW W.W. Grainger | $2,477,332 | $16,619 ▲ | 0.7% | 2,385 | 0.5% | Industrial Products |
IWR iShares Russell Mid-Cap ETF | $2,373,562 | $19,303 ▼ | -0.8% | 26,929 | 0.5% | ETF |
VTV Vanguard Value ETF | $2,322,005 | $90,778 ▼ | -3.8% | 13,301 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $2,270,209 | $56,301 ▼ | -2.4% | 3,871 | 0.4% | ETF |
AXP American Express | $2,177,905 | $56,678 ▲ | 2.7% | 8,031 | 0.4% | Finance |
ED Consolidated Edison | $2,097,960 | $4,477 ▼ | -0.2% | 20,148 | 0.4% | Utilities |
EFA iShares MSCI EAFE ETF | $2,063,652 | $133,055 ▲ | 6.9% | 24,676 | 0.4% | Finance |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,949,953 | $5,810 ▼ | -0.3% | 15,774 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,937,237 | $4,995 ▲ | 0.3% | 33,744 | 0.4% | ETF |
META Meta Platforms | $1,842,473 | $153,969 ▲ | 9.1% | 3,219 | 0.4% | Computer and Technology |
NEE NextEra Energy | $1,841,924 | $55,452 ▲ | 3.1% | 21,790 | 0.4% | Utilities |
HDV iShares Core High Dividend ETF | $1,794,290 | $42,343 ▼ | -2.3% | 15,255 | 0.3% | ETF |
IWL iShares Russell Top 200 ETF | $1,512,234 | $134,961 ▲ | 9.8% | 10,768 | 0.3% | ETF |
NYF iShares New York Muni Bond ETF | $1,488,542 | $466,589 ▲ | 45.7% | 27,398 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $1,441,422 | $1,577 ▲ | 0.1% | 7,311 | 0.3% | ETF |
MCD McDonald's | $1,424,898 | $263,419 ▼ | -15.6% | 4,679 | 0.3% | Retail/Wholesale |
CSCO Cisco Systems | $1,412,655 | $84,991 ▼ | -5.7% | 26,544 | 0.3% | Computer and Technology |
HD Home Depot | $1,401,338 | $2,431 ▼ | -0.2% | 3,458 | 0.3% | Retail/Wholesale |
MDY SPDR S&P MidCap 400 ETF Trust | $1,390,780 | $1,140 ▲ | 0.1% | 2,441 | 0.3% | ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $1,381,673 | $14,000 ▼ | -1.0% | 29,707 | 0.3% | ETF |
JNJ Johnson & Johnson | $1,348,836 | $12,317 ▼ | -0.9% | 8,323 | 0.3% | Medical |
IYH iShares U.S. Healthcare ETF | $1,340,222 | $8,125 ▼ | -0.6% | 20,619 | 0.3% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $1,271,851 | $61,343 ▲ | 5.1% | 30,810 | 0.2% | ETF |
AMD Advanced Micro Devices | $1,152,446 | $2,625 ▼ | -0.2% | 7,024 | 0.2% | Computer and Technology |
DIS Walt Disney | $1,123,370 | $120,042 ▼ | -9.7% | 11,679 | 0.2% | Consumer Discretionary |
UPS United Parcel Service | $1,075,927 | $148,484 ▼ | -12.1% | 7,891 | 0.2% | Transportation |
NFLX Netflix | $1,074,544 | $12,767 ▲ | 1.2% | 1,515 | 0.2% | Consumer Discretionary |
SCHD Schwab US Dividend Equity ETF | $1,059,090 | $17,667 ▼ | -1.6% | 12,529 | 0.2% | ETF |
MRK Merck & Co., Inc. | $972,729 | $227 ▼ | 0.0% | 8,566 | 0.2% | Medical |
PPA Invesco Aerospace & Defense ETF | $954,635 | $1,035 ▲ | 0.1% | 8,303 | 0.2% | ETF |
IWM iShares Russell 2000 ETF | $947,333 | $2,430 ▲ | 0.3% | 4,289 | 0.2% | Finance |
ONEV SPDR Russell 1000 Low Volatility Focus ETF | $900,478 | $5,711 ▼ | -0.6% | 6,938 | 0.2% | ETF |
PANW Palo Alto Networks | $890,731 | $86,134 ▲ | 10.7% | 2,606 | 0.2% | Computer and Technology |
CVX Chevron | $885,073 | $6,774 ▲ | 0.8% | 6,010 | 0.2% | Oils/Energy |
XLF Financial Select Sector SPDR Fund | $871,797 | $2,266 ▲ | 0.3% | 19,236 | 0.2% | ETF |
IVW iShares S&P 500 Growth ETF | $862,139 | $1,053 ▲ | 0.1% | 9,004 | 0.2% | ETF |
PEP PepsiCo | $833,644 | $5,442 ▲ | 0.7% | 4,902 | 0.2% | Consumer Staples |
LLY Eli Lilly and Company | $765,535 | $17,721 ▲ | 2.4% | 864 | 0.1% | Medical |
GS The Goldman Sachs Group | $765,084 | $1,486 ▲ | 0.2% | 1,545 | 0.1% | Finance |
NUMG Nuveen ESG Mid-Cap Growth ETF | $764,047 | | 0.0% | 17,047 | 0.1% | ETF |
BAC Bank of America | $760,741 | $516 ▲ | 0.1% | 19,172 | 0.1% | Finance |
FJUN FT Vest U.S. Equity Buffer ETF - June | $751,788 | $38,446 ▲ | 5.4% | 14,881 | 0.1% | Manufacturing |
UNH UnitedHealth Group | $745,595 | $26,900 ▲ | 3.7% | 1,275 | 0.1% | Medical |
V Visa | $733,431 | $38,486 ▼ | -5.0% | 2,668 | 0.1% | Business Services |
WMT Walmart | $730,989 | $29,395 ▲ | 4.2% | 9,052 | 0.1% | Retail/Wholesale |
LMT Lockheed Martin | $699,207 | $3,508 ▲ | 0.5% | 1,196 | 0.1% | Aerospace |
DLPN Dolphin Entertainment | $698,659 | $698,659 ▲ | New Holding | 1,108,983 | 0.1% | Business Services |
PG Procter & Gamble | $695,171 | $37,408 ▲ | 5.7% | 4,014 | 0.1% | Consumer Staples |
IBM International Business Machines | $694,248 | $30,733 ▲ | 4.6% | 3,140 | 0.1% | Computer and Technology |
GOOG Alphabet | $665,061 | $669 ▲ | 0.1% | 3,978 | 0.1% | Computer and Technology |
IWB iShares Russell 1000 ETF | $664,749 | $629 ▲ | 0.1% | 2,114 | 0.1% | ETF |
TMO Thermo Fisher Scientific | $639,853 | $5,569 ▲ | 0.9% | 1,034 | 0.1% | Medical |
FJUL FT Vest U.S. Equity Buffer ETF - July | $635,966 | $152,461 ▲ | 31.5% | 13,219 | 0.1% | ETF |
XOM Exxon Mobil | $633,118 | $586 ▲ | 0.1% | 5,401 | 0.1% | Oils/Energy |
TSLA Tesla | $617,185 | $284,392 ▼ | -31.5% | 2,359 | 0.1% | Auto/Tires/Trucks |
IEFA iShares Core MSCI EAFE ETF | $613,543 | $32,078 ▼ | -5.0% | 7,861 | 0.1% | ETF |
