VTI Vanguard Total Stock Market ETF | $246,971,763 | $4,360,482 ▼ | -1.7% | 852,185 | 3.5% | ETF |
AAPL Apple | $205,751,828 | $2,711,798 ▲ | 1.3% | 821,627 | 2.9% | Computer and Technology |
MSFT Microsoft | $141,541,540 | $7,689,433 ▲ | 5.7% | 335,804 | 2.0% | Computer and Technology |
QQQ Invesco QQQ | $139,377,911 | $3,264,209 ▲ | 2.4% | 272,632 | 2.0% | Finance |
IWD iShares Russell 1000 Value ETF | $128,132,935 | $5,767,171 ▲ | 4.7% | 692,124 | 1.8% | ETF |
WMT Walmart | $121,318,056 | $467,832 ▲ | 0.4% | 1,342,757 | 1.7% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $120,176,863 | $887,325 ▲ | 0.7% | 205,052 | 1.7% | Finance |
IWF iShares Russell 1000 Growth ETF | $107,945,649 | $660,600 ▲ | 0.6% | 268,802 | 1.5% | ETF |
AMZN Amazon.com | $106,836,897 | $480,902 ▲ | 0.5% | 486,973 | 1.5% | Retail/Wholesale |
IWS iShares Russell Mid-Cap Value ETF | $106,520,206 | $762,718 ▲ | 0.7% | 823,567 | 1.5% | ETF |
AVGO Broadcom | $96,852,174 | $2,847,230 ▲ | 3.0% | 417,754 | 1.4% | Computer and Technology |
NVDA NVIDIA | $91,420,673 | $2,541,168 ▲ | 2.9% | 680,771 | 1.3% | Computer and Technology |
JPM JPMorgan Chase & Co. | $90,744,619 | $2,667,972 ▲ | 3.0% | 378,560 | 1.3% | Finance |
KRUS Kura Sushi USA | $67,631,738 | $7,653,285 ▼ | -10.2% | 746,652 | 0.9% | Retail/Wholesale |
GOOG Alphabet | $66,070,005 | $5,768,245 ▲ | 9.6% | 346,933 | 0.9% | Computer and Technology |
SHY iShares 1-3 Year Treasury Bond ETF | $65,447,832 | $44,213,454 ▼ | -40.3% | 798,339 | 0.9% | Manufacturing |
VTV Vanguard Value ETF | $63,774,633 | $4,212,184 ▲ | 7.1% | 376,696 | 0.9% | ETF |
IWP iShares Russell Mid-Cap Growth ETF | $62,298,183 | $1,350,649 ▼ | -2.1% | 491,504 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $59,799,171 | $19,477,404 ▲ | 48.3% | 110,984 | 0.8% | ETF |
BX Blackstone | $59,081,749 | $4,135,664 ▲ | 7.5% | 342,662 | 0.8% | Finance |
VUG Vanguard Growth ETF | $55,320,929 | $2,577,572 ▲ | 4.9% | 134,784 | 0.8% | ETF |
IWV iShares Russell 3000 ETF | $54,496,910 | $1,280,515 ▲ | 2.4% | 163,042 | 0.8% | ETF |
GOOGL Alphabet | $53,907,311 | $2,491,187 ▲ | 4.8% | 284,772 | 0.8% | Computer and Technology |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $52,075,052 | $10,689,393 ▲ | 25.8% | 1,007,254 | 0.7% | Manufacturing |
AMLP Alerian MLP ETF | $51,984,705 | $4,584,397 ▲ | 9.7% | 1,079,417 | 0.7% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $51,281,004 | $873,089 ▼ | -1.7% | 657,364 | 0.7% | ETF |
OBDC Blue Owl Capital | $50,293,622 | $1,613,637 ▲ | 3.3% | 3,326,298 | 0.7% | Finance |
MA Mastercard | $47,331,741 | $326,473 ▲ | 0.7% | 89,887 | 0.7% | Business Services |
META Meta Platforms | $46,031,948 | $659,280 ▲ | 1.5% | 78,619 | 0.6% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $45,722,011 | $14,201,494 ▲ | 45.1% | 173,104 | 0.6% | ETF |
VBR Vanguard Small-Cap Value ETF | $45,522,550 | $935,212 ▼ | -2.0% | 229,703 | 0.6% | ETF |
MRK Merck & Co., Inc. | $44,729,085 | $12,529,703 ▼ | -21.9% | 449,629 | 0.6% | Medical |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | $43,922,231 | $868,071 ▲ | 2.0% | 872,858 | 0.6% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $41,417,733 | $9,647,063 ▼ | -18.9% | 899,017 | 0.6% | ETF |
IWR iShares Russell Mid-Cap ETF | $40,751,391 | $594,666 ▲ | 1.5% | 460,989 | 0.6% | ETF |
V Visa | $40,676,292 | $318,569 ▲ | 0.8% | 128,706 | 0.6% | Business Services |
IOO iShares Global 100 ETF | $38,266,220 | $2,143,480 ▲ | 5.9% | 379,738 | 0.5% | ETF |
JPST JPMorgan Ultra-Short Income ETF | $38,156,450 | $160,932 ▲ | 0.4% | 757,523 | 0.5% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $37,806,119 | $185,821 ▼ | -0.5% | 407,723 | 0.5% | ETF |
XOM Exxon Mobil | $37,223,929 | $300,228 ▼ | -0.8% | 346,044 | 0.5% | Oils/Energy |
IWM iShares Russell 2000 ETF | $37,134,828 | $17,469,351 ▲ | 88.8% | 168,061 | 0.5% | Finance |
CVX Chevron | $36,197,898 | $5,595,324 ▲ | 18.3% | 249,916 | 0.5% | Oils/Energy |
CRM Salesforce | $35,801,203 | $3,036,063 ▲ | 9.3% | 107,083 | 0.5% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $35,717,154 | $12,574,752 ▲ | 54.3% | 746,908 | 0.5% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $35,023,390 | $731,571 ▲ | 2.1% | 339,045 | 0.5% | ETF |
VRP Invesco Variable Rate Preferred ETF | $34,638,434 | $429,542 ▲ | 1.3% | 1,431,932 | 0.5% | ETF |
GS The Goldman Sachs Group | $33,794,315 | $2,559,039 ▲ | 8.2% | 59,017 | 0.5% | Finance |
CAT Caterpillar | $33,134,354 | $69,650 ▼ | -0.2% | 91,340 | 0.5% | Industrial Products |
VIG Vanguard Dividend Appreciation ETF | $32,532,004 | $320,377 ▲ | 1.0% | 166,124 | 0.5% | ETF |
BRK.B Berkshire Hathaway | $31,353,749 | $1,217,960 ▼ | -3.7% | 69,171 | 0.4% | Finance |
PALANTIR TECHNOLOGIES INC
| $30,739,511 | $8,977,962 ▼ | -22.6% | 406,446 | 0.4% | CL A |
APO Apollo Global Management | $30,384,624 | $6,700,866 ▲ | 28.3% | 183,971 | 0.4% | Finance |
JEPI JPMorgan Equity Premium Income ETF | $30,224,833 | $1,019,892 ▲ | 3.5% | 525,375 | 0.4% | ETF |
CSCO Cisco Systems | $30,057,635 | $55,707 ▲ | 0.2% | 507,730 | 0.4% | Computer and Technology |
DUK Duke Energy | $29,841,671 | $4,496,199 ▲ | 17.7% | 276,979 | 0.4% | Utilities |
JNJ Johnson & Johnson | $29,263,536 | $114,684 ▲ | 0.4% | 202,348 | 0.4% | Medical |
DIA SPDR Dow Jones Industrial Average ETF Trust | $28,848,408 | $2,218,126 ▲ | 8.3% | 67,799 | 0.4% | Finance |
IWO iShares Russell 2000 Growth ETF | $28,809,969 | $644,142 ▼ | -2.2% | 100,097 | 0.4% | ETF |
VGSH Vanguard Short-Term Treasury Index ETF | $28,482,116 | $27,924,345 ▲ | 5,006.4% | 489,552 | 0.4% | ETF |
MCD McDonald's | $28,388,131 | $238,000 ▼ | -0.8% | 97,927 | 0.4% | Retail/Wholesale |
BAC Bank of America | $28,155,502 | $1,360,120 ▼ | -4.6% | 640,626 | 0.4% | Finance |
PFF iShares Preferred and Income Securities ETF | $28,089,879 | $486,000 ▼ | -1.7% | 893,444 | 0.4% | ETF |
LLY Eli Lilly and Company | $27,242,661 | $11,360,116 ▼ | -29.4% | 35,288 | 0.4% | Medical |
WM Waste Management | $26,906,111 | $514,162 ▼ | -1.9% | 133,337 | 0.4% | Business Services |
LOW Lowe's Companies | $26,809,631 | $332,933 ▼ | -1.2% | 108,629 | 0.4% | Retail/Wholesale |
KO Coca-Cola | $26,647,463 | $1,175,344 ▲ | 4.6% | 428,003 | 0.4% | Consumer Staples |
ABBV AbbVie | $25,960,205 | $2,554,083 ▼ | -9.0% | 146,090 | 0.4% | Medical |
IWB iShares Russell 1000 ETF | $25,822,090 | $1,660,735 ▲ | 6.9% | 80,153 | 0.4% | ETF |
SCHD Schwab US Dividend Equity ETF | $25,251,379 | $18,085,727 ▲ | 252.4% | 924,282 | 0.4% | ETF |
ARCC Ares Capital | $25,017,178 | $688,134 ▲ | 2.8% | 1,142,859 | 0.4% | Finance |
HD Home Depot | $24,061,255 | $790,035 ▲ | 3.4% | 61,856 | 0.3% | Retail/Wholesale |
PDEC Innovator U.S. Equity Power Buffer ETF - December | $23,761,348 | $9,047,141 ▲ | 61.5% | 618,463 | 0.3% | ETF |
VB Vanguard Small-Cap ETF | $23,747,843 | $828,966 ▲ | 3.6% | 98,834 | 0.3% | ETF |
ET Energy Transfer | $23,533,232 | $954,738 ▲ | 4.2% | 1,201,288 | 0.3% | Oils/Energy |
KKR KKR & Co. Inc. | $23,505,856 | $2,348,959 ▲ | 11.1% | 158,920 | 0.3% | Finance |
FDL First Trust Morningstar Dividend Leaders Index | $22,127,043 | $1,939,484 ▲ | 9.6% | 549,604 | 0.3% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $21,922,328 | $3,184,759 ▼ | -12.7% | 218,524 | 0.3% | ETF |
IAU iShares Gold Trust | $21,297,048 | $1,007,428 ▼ | -4.5% | 430,157 | 0.3% | Finance |
ETN Eaton | $20,819,995 | $865,854 ▼ | -4.0% | 62,735 | 0.3% | Industrial Products |
APH Amphenol | $20,709,945 | $636,788 ▼ | -3.0% | 298,199 | 0.3% | Computer and Technology |
ADBE Adobe | $20,393,914 | $1,567,052 ▲ | 8.3% | 45,862 | 0.3% | Computer and Technology |
NFLX Netflix | $20,167,898 | $2,958,291 ▼ | -12.8% | 22,627 | 0.3% | Consumer Discretionary |
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $19,895,656 | $1,937,289 ▼ | -8.9% | 441,439 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $19,421,925 | $2,013,187 ▼ | -9.4% | 399,053 | 0.3% | Manufacturing |
BIV Vanguard Intermediate-Term Bond ETF | $19,310,212 | $1,416,580 ▲ | 7.9% | 258,400 | 0.3% | ETF |
JBHT J.B. Hunt Transport Services | $19,133,790 | $10,397,671 ▲ | 119.0% | 112,116 | 0.3% | Transportation |
VOE Vanguard Mid-Cap Value ETF | $18,997,180 | $321,438 ▼ | -1.7% | 117,433 | 0.3% | ETF |
MEAR iShares Short Maturity Municipal Bond Active ETF | $18,982,698 | $564,984 ▼ | -2.9% | 380,034 | 0.3% | ETF |
TSLA Tesla | $18,934,038 | $2,555,096 ▼ | -11.9% | 46,885 | 0.3% | Auto/Tires/Trucks |
QUAL iShares MSCI USA Quality Factor ETF | $18,658,104 | $593,895 ▲ | 3.3% | 104,774 | 0.3% | ETF |
USRT iShares Core U.S. REIT ETF | $18,523,823 | $697,808 ▲ | 3.9% | 323,221 | 0.3% | ETF |
PKG Packaging Co. of America | $18,474,351 | $34,670 ▲ | 0.2% | 82,061 | 0.3% | Industrial Products |
QCOM QUALCOMM | $18,244,142 | $4,752,215 ▼ | -20.7% | 118,762 | 0.3% | Computer and Technology |
FSIG First Trust Limited Duration Investment Grade Corporate ETF | $17,742,157 | $3,399,958 ▼ | -16.1% | 940,231 | 0.2% | ETF |
CGGO Capital Group Global Growth Equity ETF | $17,235,459 | $1,164,096 ▲ | 7.2% | 589,851 | 0.2% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $17,122,819 | $14,798,603 ▲ | 636.7% | 881,257 | 0.2% | ETF |
UNH UnitedHealth Group | $17,120,909 | $4,350,922 ▼ | -20.3% | 33,845 | 0.2% | Medical |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $17,100,503 | $947,855 ▲ | 5.9% | 828,112 | 0.2% | ETF |
MLM Martin Marietta Materials | $16,653,732 | $4,326,262 ▼ | -20.6% | 32,243 | 0.2% | Construction |
CGMS Capital Group U.S. Multi-Sector Income ETF | $16,520,184 | $1,542,519 ▲ | 10.3% | 605,579 | 0.2% | ETF |
