IVV iShares Core S&P 500 ETF | $239,216,895 | $10,051,258 ▲ | 4.4% | 425,729 | 25.0% | ETF |
AVUS Avantis U.S. Equity ETF | $109,058,497 | $1,033,363 ▲ | 1.0% | 1,180,542 | 11.4% | ETF |
VFLO VictoryShares Free Cash Flow ETF | $71,957,712 | $15,059,790 ▲ | 26.5% | 2,099,116 | 7.5% | ETF |
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF | $57,831,999 | $16,571,040 ▲ | 40.2% | 2,403,657 | 6.0% | ETF |
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $47,314,648 | $46,220,464 ▲ | 4,224.2% | 1,536,689 | 4.9% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $39,076,255 | $1,999,913 ▲ | 5.4% | 345,410 | 4.1% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $33,083,224 | $3,226,903 ▲ | 10.8% | 556,957 | 3.5% | ETF |
JAAA Janus Henderson AAA CLO ETF | $26,018,925 | $2,863,135 ▲ | 12.4% | 513,093 | 2.7% | ETF |
TPYP Tortoise North American Pipeline Fund | $25,174,256 | $1,630,431 ▼ | -6.1% | 692,171 | 2.6% | ETF |
AAPL Apple | $23,168,652 | $1,155,078 ▲ | 5.2% | 104,302 | 2.4% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $23,041,385 | $2,227,327 ▼ | -8.8% | 228,880 | 2.4% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $13,865,994 | $997,643 ▼ | -6.7% | 167,605 | 1.4% | Manufacturing |
CME CME Group | $12,870,032 | $2,388 ▲ | 0.0% | 48,513 | 1.3% | Finance |
VOO Vanguard S&P 500 ETF | $12,441,792 | $8,736 ▲ | 0.1% | 24,210 | 1.3% | ETF |
VTI Vanguard Total Stock Market ETF | $11,596,056 | $98,118 ▼ | -0.8% | 42,192 | 1.2% | ETF |
BRK.A Berkshire Hathaway | $11,178,182 | | 0.0% | 14 | 1.2% | Finance |
BITWISE BITCOIN ETF TR
| $9,959,695 | $2,785,840 ▲ | 38.8% | 221,918 | 1.0% | SHS BEN INT |
ICE Intercontinental Exchange | $9,699,169 | $78,488 ▼ | -0.8% | 56,227 | 1.0% | Finance |
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | $6,421,044 | $356,421 ▼ | -5.3% | 625,223 | 0.7% | ETF |
GRAYSCALE BITCOIN TRUST ETF
| $6,059,895 | $150,152 ▼ | -2.4% | 92,986 | 0.6% | SHS REP COM UT |
MSFT Microsoft | $5,760,695 | $576,970 ▲ | 11.1% | 15,346 | 0.6% | Computer and Technology |
COWZ Pacer US Cash Cows 100 ETF | $5,692,932 | $48,829,369 ▼ | -89.6% | 103,962 | 0.6% | ETF |
GS The Goldman Sachs Group | $5,534,101 | $4,917 ▲ | 0.1% | 10,130 | 0.6% | Finance |
PZA Invesco National AMT-Free Municipal Bond ETF | $5,268,723 | $132,065 ▲ | 2.6% | 228,677 | 0.5% | ETF |
PEG Public Service Enterprise Group | $4,792,386 | $66,169 ▲ | 1.4% | 58,231 | 0.5% | Utilities |
BRK.B Berkshire Hathaway | $4,524,798 | $262,562 ▼ | -5.5% | 8,496 | 0.5% | Finance |
AVUV Avantis U.S. Small Cap Value ETF | $4,494,793 | $41,515,904 ▼ | -90.2% | 51,564 | 0.5% | ETF |
MUB iShares National Muni Bond ETF | $4,021,630 | $222,059 ▲ | 5.8% | 38,141 | 0.4% | ETF |
FUTY Fidelity MSCI Utilities Index ETF | $3,516,364 | $1,083,706 ▼ | -23.6% | 69,016 | 0.4% | ETF |
NVDA NVIDIA | $3,507,624 | $55,816 ▼ | -1.6% | 32,364 | 0.4% | Computer and Technology |
AMZN Amazon.com | $3,411,796 | $47,375 ▼ | -1.4% | 17,932 | 0.4% | Retail/Wholesale |
JPM JPMorgan Chase & Co. | $3,386,484 | $144,977 ▲ | 4.5% | 13,805 | 0.4% | Finance |
HD Home Depot | $3,303,843 | $197,534 ▲ | 6.4% | 9,015 | 0.3% | Retail/Wholesale |
IGM iShares Expanded Tech Sector ETF | $2,970,961 | $997 ▼ | 0.0% | 32,767 | 0.3% | ETF |
MSTR Strategy | $2,812,491 | $183,060 ▲ | 7.0% | 9,756 | 0.3% | Computer and Technology |
IEI iShares 3-7 Year Treasury Bond ETF | $2,677,265 | $522,978 ▼ | -16.3% | 22,663 | 0.3% | ETF |
SCHX Schwab US Large-Cap ETF | $2,436,817 | $7,463 ▲ | 0.3% | 110,363 | 0.3% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $2,384,644 | $7,345,916 ▼ | -75.5% | 26,196 | 0.2% | ETF |
ISHARES BITCOIN TRUST ETF
| $2,212,908 | $209,476 ▲ | 10.5% | 47,274 | 0.2% | SHS BEN INT |
SPY SPDR S&P 500 ETF Trust | $2,186,243 | $54,264 ▲ | 2.5% | 3,908 | 0.2% | Finance |
GOOG Alphabet | $2,186,173 | $103,426 ▲ | 5.0% | 13,993 | 0.2% | Computer and Technology |
V Visa | $2,178,309 | $3,855 ▼ | -0.2% | 6,216 | 0.2% | Business Services |
VZ Verizon Communications | $2,086,941 | $273,977 ▲ | 15.1% | 46,008 | 0.2% | Computer and Technology |
STRV Strive 500 ETF | $2,025,272 | $589,220 ▲ | 41.0% | 56,164 | 0.2% | ETF |
ABBV AbbVie | $2,018,765 | $13,410 ▼ | -0.7% | 9,635 | 0.2% | Medical |
SCHB Schwab US Broad Market ETF | $1,882,136 | $83,666 ▼ | -4.3% | 87,419 | 0.2% | ETF |
COST Costco Wholesale | $1,820,422 | $360,302 ▲ | 24.7% | 1,925 | 0.2% | Retail/Wholesale |
CVX Chevron | $1,749,224 | $182,183 ▲ | 11.6% | 10,456 | 0.2% | Energy |
GOOGL Alphabet | $1,679,420 | $83,971 ▲ | 5.3% | 10,860 | 0.2% | Computer and Technology |
META Meta Platforms | $1,659,170 | $88,174 ▼ | -5.0% | 2,879 | 0.2% | Computer and Technology |
VXF Vanguard Extended Market ETF | $1,653,047 | $61,154 ▼ | -3.6% | 9,596 | 0.2% | ETF |
JNJ Johnson & Johnson | $1,640,611 | $53,897 ▼ | -3.2% | 9,893 | 0.2% | Medical |
CSCO Cisco Systems | $1,625,353 | $50,046 ▲ | 3.2% | 26,339 | 0.2% | Computer and Technology |
XOM Exxon Mobil | $1,622,934 | $242,976 ▲ | 17.6% | 13,646 | 0.2% | Energy |
MDLZ Mondelez International | $1,603,273 | $746 ▲ | 0.0% | 23,630 | 0.2% | Consumer Staples |
VIG Vanguard Dividend Appreciation ETF | $1,294,302 | $13,773 ▲ | 1.1% | 6,672 | 0.1% | ETF |
BDX Becton, Dickinson and Company | $1,292,501 | $60,468 ▲ | 4.9% | 5,643 | 0.1% | Medical |
ED Consolidated Edison | $1,266,705 | $216,868 ▲ | 20.7% | 11,454 | 0.1% | Utilities |
ADP Automatic Data Processing | $1,214,045 | $611 ▲ | 0.1% | 3,974 | 0.1% | Business Services |
WMT Walmart | $1,176,168 | $20,191 ▼ | -1.7% | 13,398 | 0.1% | Retail/Wholesale |
GINN Goldman Sachs Innovate Equity ETF | $1,167,439 | $168,081 ▼ | -12.6% | 19,830 | 0.1% | ETF |
GE General Electric | $1,161,657 | $7,606 ▲ | 0.7% | 5,804 | 0.1% | Transportation |
FTEC Fidelity MSCI Information Technology Index ETF | $1,158,385 | $968 ▼ | -0.1% | 7,183 | 0.1% | ETF |
T AT&T | $1,134,455 | $431,101 ▲ | 61.3% | 40,115 | 0.1% | Computer and Technology |
ORCL Oracle | $1,123,273 | $118,423 ▲ | 11.8% | 8,034 | 0.1% | Computer and Technology |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $1,093,495 | $142,363 ▼ | -11.5% | 11,921 | 0.1% | ETF |
LLY Eli Lilly and Company | $1,049,481 | $2,477 ▼ | -0.2% | 1,271 | 0.1% | Medical |
GRAYSCALE BITCOIN MINI TR ET
| $1,020,105 | $46,415 ▼ | -4.4% | 27,956 | 0.1% | SHS NEW |
CAT Caterpillar | $1,016,527 | $7,256 ▼ | -0.7% | 3,082 | 0.1% | Industrials |
KO Coca-Cola | $975,934 | $2,292 ▼ | -0.2% | 13,627 | 0.1% | Consumer Staples |
SUSA iShares MSCI USA ESG Select ETF | $950,538 | $7,926 ▼ | -0.8% | 8,275 | 0.1% | ETF |
LMT Lockheed Martin | $949,063 | $5,806 ▼ | -0.6% | 2,125 | 0.1% | Aerospace |
IJH iShares Core S&P Mid-Cap ETF | $939,847 | $3,968 ▼ | -0.4% | 16,107 | 0.1% | ETF |
MA Mastercard | $929,715 | $19,735 ▼ | -2.1% | 1,696 | 0.1% | Business Services |
PG Procter & Gamble | $928,308 | $81,463 ▲ | 9.6% | 5,447 | 0.1% | Consumer Staples |
TSLA Tesla | $910,865 | $16,066 ▲ | 1.8% | 3,515 | 0.1% | Auto/Tires/Trucks |
PM Philip Morris International | $898,928 | $19,525 ▲ | 2.2% | 5,663 | 0.1% | Consumer Staples |
IBM International Business Machines | $891,387 | $147,446 ▼ | -14.2% | 3,585 | 0.1% | Computer and Technology |
ESGU iShares ESG Aware MSCI USA ETF | $880,235 | $26,334 ▼ | -2.9% | 7,220 | 0.1% | Manufacturing |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $876,231 | $31,042 ▼ | -3.4% | 7,960 | 0.1% | ETF |
PEP PepsiCo | $873,084 | $17,843 ▲ | 2.1% | 5,823 | 0.1% | Consumer Staples |
FHLC Fidelity MSCI Health Care Index ETF | $853,901 | $627,223 ▼ | -42.3% | 12,499 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $817,997 | $15,238 ▲ | 1.9% | 29,256 | 0.1% | ETF |
QQQ Invesco QQQ | $804,379 | $5,159 ▲ | 0.6% | 1,715 | 0.1% | Finance |
DIS Walt Disney | $747,845 | $90,014 ▲ | 13.7% | 7,577 | 0.1% | Consumer Discretionary |
APD Air Products and Chemicals | $732,493 | $14,744 ▼ | -2.0% | 2,484 | 0.1% | Basic Materials |
MRK Merck & Co., Inc. | $727,333 | $35,097 ▼ | -4.6% | 8,103 | 0.1% | Medical |
VO Vanguard Mid-Cap ETF | $719,998 | $7,241 ▼ | -1.0% | 2,784 | 0.1% | ETF |
TPL Texas Pacific Land | $713,714 | $9,269 ▲ | 1.3% | 539 | 0.1% | Energy |
HON Honeywell International | $702,300 | $107,134 ▲ | 18.0% | 3,317 | 0.1% | Multi-Sector Conglomerates |
PFE Pfizer | $699,062 | $70,775 ▼ | -9.2% | 27,587 | 0.1% | Medical |
IWF iShares Russell 1000 Growth ETF | $688,737 | $26,004 ▼ | -3.6% | 1,907 | 0.1% | ETF |
UNP Union Pacific | $656,003 | $93,546 ▲ | 16.6% | 2,777 | 0.1% | Transportation |
USMV iShares MSCI USA Min Vol Factor ETF | $645,449 | $50,954 ▼ | -7.3% | 6,891 | 0.1% | ETF |
AXP American Express | $637,204 | $62,698 ▼ | -9.0% | 2,368 | 0.1% | Finance |
TJX TJX Companies | $631,739 | $15,468 ▲ | 2.5% | 5,187 | 0.1% | Retail/Wholesale |
VV Vanguard Large-Cap ETF | $622,564 | | 0.0% | 2,422 | 0.1% | ETF |
LOW Lowe's Companies | $616,505 | $6,998 ▼ | -1.1% | 2,643 | 0.1% | Retail/Wholesale |
UNH UnitedHealth Group | $611,888 | $2,096 ▼ | -0.3% | 1,168 | 0.1% | Medical |
AVLV Avantis U.S. Large Cap Value ETF | $600,448 | $193,150 ▼ | -24.3% | 9,208 | 0.1% | ETF |
