BRK.B Berkshire Hathaway | $31,958,960 | $662,242 ▼ | -2.0% | 70,506 | 12.4% | Finance |
IVV iShares Core S&P 500 ETF | $16,332,338 | $256,076 ▼ | -1.5% | 27,744 | 6.4% | ETF |
EFA iShares MSCI EAFE ETF | $9,130,361 | $8,393 ▼ | -0.1% | 120,756 | 3.6% | Finance |
MSFT Microsoft | $6,598,161 | $51,845 ▼ | -0.8% | 15,654 | 2.6% | Computer and Technology |
AAPL Apple | $4,967,331 | $150,753 ▲ | 3.1% | 19,836 | 1.9% | Computer and Technology |
VXF Vanguard Extended Market ETF | $4,343,513 | $27,547 ▼ | -0.6% | 22,863 | 1.7% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $4,268,671 | $8,723 ▼ | -0.2% | 68,507 | 1.7% | ETF |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $3,499,194 | $4,917 ▼ | -0.1% | 113,869 | 1.4% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,457,711 | $103,548 ▲ | 3.1% | 43,076 | 1.3% | ETF |
CVX Chevron | $3,341,604 | $73,144 ▲ | 2.2% | 23,071 | 1.3% | Energy |
DRI Darden Restaurants | $3,323,642 | $2,288,819 ▲ | 221.2% | 17,803 | 1.3% | Retail/Wholesale |
CSCO Cisco Systems | $3,221,013 | $80,808 ▲ | 2.6% | 54,409 | 1.3% | Computer and Technology |
KO Coca-Cola | $2,943,030 | $97,748 ▲ | 3.4% | 47,270 | 1.1% | Consumer Staples |
AMZN Amazon.com | $2,916,351 | $27,424 ▲ | 0.9% | 13,293 | 1.1% | Retail/Wholesale |
JNJ Johnson & Johnson | $2,818,933 | $67,827 ▲ | 2.5% | 19,492 | 1.1% | Medical |
CAT Caterpillar | $2,782,732 | $14,510 ▲ | 0.5% | 7,671 | 1.1% | Industrials |
META Meta Platforms | $2,762,436 | $40,986 ▼ | -1.5% | 4,718 | 1.1% | Computer and Technology |
IAU iShares Gold Trust | $2,652,152 | $495 ▼ | 0.0% | 53,568 | 1.0% | Finance |
GIS General Mills | $2,410,506 | $71,104 ▲ | 3.0% | 37,800 | 0.9% | Consumer Staples |
ENB Enbridge | $2,401,411 | $95,255 ▲ | 4.1% | 56,597 | 0.9% | Energy |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,378,355 | $218,898 ▲ | 10.1% | 46,003 | 0.9% | Manufacturing |
MRK Merck & Co., Inc. | $2,354,294 | $95,501 ▲ | 4.2% | 23,666 | 0.9% | Medical |
PAYX Paychex | $2,262,029 | $69,409 ▲ | 3.2% | 16,132 | 0.9% | Business Services |
MCD McDonald's | $2,261,432 | $94,214 ▲ | 4.3% | 7,801 | 0.9% | Retail/Wholesale |
TGT Target | $2,240,744 | $1,798,570 ▲ | 406.8% | 16,576 | 0.9% | Retail/Wholesale |
PKG Packaging Co. of America | $2,235,541 | $9,005 ▲ | 0.4% | 9,930 | 0.9% | Industrials |
JPM JPMorgan Chase & Co. | $2,193,826 | $84,857 ▼ | -3.7% | 9,152 | 0.9% | Finance |
IJR iShares Core S&P Small-Cap ETF | $2,181,921 | $15,555 ▼ | -0.7% | 18,937 | 0.8% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $2,166,063 | $94,113 ▲ | 4.5% | 49,184 | 0.8% | ETF |
HD Home Depot | $2,137,889 | $41,622 ▼ | -1.9% | 5,496 | 0.8% | Retail/Wholesale |
PGR Progressive | $2,057,291 | $1,526,795 ▲ | 287.8% | 8,586 | 0.8% | Finance |
VTI Vanguard Total Stock Market ETF | $1,927,816 | $10,143 ▲ | 0.5% | 6,652 | 0.8% | ETF |
USB U.S. Bancorp | $1,926,114 | $74,376 ▲ | 4.0% | 40,270 | 0.7% | Finance |
AEP American Electric Power | $1,895,788 | $1,849,673 ▲ | 4,011.0% | 20,555 | 0.7% | Utilities |
NVDA NVIDIA | $1,883,820 | $97,763 ▼ | -4.9% | 14,028 | 0.7% | Computer and Technology |
HPQ HP | $1,873,321 | $1,631,500 ▲ | 674.7% | 57,411 | 0.7% | Computer and Technology |
COST Costco Wholesale | $1,851,782 | $50,395 ▼ | -2.6% | 2,021 | 0.7% | Retail/Wholesale |
AGG iShares Core U.S. Aggregate Bond ETF | $1,824,821 | $19,380 ▼ | -1.1% | 18,832 | 0.7% | Finance |
GOOGL Alphabet | $1,757,083 | $11,358 ▼ | -0.6% | 9,282 | 0.7% | Computer and Technology |
MUB iShares National Muni Bond ETF | $1,686,260 | $174,742 ▼ | -9.4% | 15,826 | 0.7% | ETF |
TROW T. Rowe Price Group | $1,608,140 | $1,608,140 ▲ | New Holding | 14,220 | 0.6% | Finance |
MA Mastercard | $1,549,696 | $23,696 ▼ | -1.5% | 2,943 | 0.6% | Business Services |
XLK Technology Select Sector SPDR Fund | $1,525,099 | | 0.0% | 6,559 | 0.6% | ETF |
VNQ Vanguard Real Estate ETF | $1,511,955 | $3,830 ▲ | 0.3% | 16,973 | 0.6% | ETF |
XOM Exxon Mobil | $1,481,777 | $7,853 ▲ | 0.5% | 13,775 | 0.6% | Energy |
ADP Automatic Data Processing | $1,474,188 | $7,318 ▲ | 0.5% | 5,036 | 0.6% | Business Services |
MOAT VanEck Morningstar Wide Moat ETF | $1,451,146 | $273,075 ▼ | -15.8% | 15,650 | 0.6% | ETF |
GOOG Alphabet | $1,427,729 | $14,283 ▲ | 1.0% | 7,497 | 0.6% | Computer and Technology |
IGV iShares Expanded Tech-Software Sector ETF | $1,426,410 | | 0.0% | 14,247 | 0.6% | ETF |
V Visa | $1,308,722 | $632 ▲ | 0.0% | 4,141 | 0.5% | Business Services |
AVGO Broadcom | $1,257,732 | $48,686 ▲ | 4.0% | 5,425 | 0.5% | Computer and Technology |
T AT&T | $1,254,490 | $26,277 ▼ | -2.1% | 55,094 | 0.5% | Computer and Technology |
PM Philip Morris International | $1,232,143 | $46,335 ▼ | -3.6% | 10,238 | 0.5% | Consumer Staples |
TOTL SPDR Doubleline Total Return Tactical ETF | $1,197,417 | $167,605 ▲ | 16.3% | 30,399 | 0.5% | ETF |
SPY SPDR S&P 500 ETF Trust | $1,155,750 | $52,747 ▼ | -4.4% | 1,972 | 0.4% | Finance |
PSA Public Storage | $1,140,866 | $128,759 ▲ | 12.7% | 3,810 | 0.4% | Finance |
KHC Kraft Heinz | $1,128,992 | $157,542 ▲ | 16.2% | 36,763 | 0.4% | Consumer Staples |
PFF iShares Preferred and Income Securities ETF | $1,127,218 | | 0.0% | 35,853 | 0.4% | ETF |
FI Fiserv | $1,115,225 | $3,081 ▼ | -0.3% | 5,429 | 0.4% | Business Services |
IBM International Business Machines | $1,106,844 | $8,573 ▼ | -0.8% | 5,035 | 0.4% | Computer and Technology |
BKNG Booking | $1,093,052 | $298,105 ▼ | -21.4% | 220 | 0.4% | Retail/Wholesale |
WMT Walmart | $1,089,440 | $11,113 ▼ | -1.0% | 12,058 | 0.4% | Retail/Wholesale |
ABBV AbbVie | $1,055,893 | $19,014 ▲ | 1.8% | 5,942 | 0.4% | Medical |
ADBE Adobe | $1,055,226 | $86,713 ▲ | 9.0% | 2,373 | 0.4% | Computer and Technology |
VGSH Vanguard Short-Term Treasury Index ETF | $1,050,673 | $5,643 ▼ | -0.5% | 18,059 | 0.4% | ETF |
UNH UnitedHealth Group | $1,049,660 | $169,463 ▼ | -13.9% | 2,075 | 0.4% | Medical |
CSX CSX | $1,035,609 | $484 ▼ | 0.0% | 32,092 | 0.4% | Transportation |
CRM Salesforce | $1,016,363 | $55,164 ▲ | 5.7% | 3,040 | 0.4% | Computer and Technology |
DIS Walt Disney | $1,014,064 | $105,782 ▲ | 11.6% | 9,107 | 0.4% | Consumer Discretionary |
NEE NextEra Energy | $974,339 | $65,238 ▲ | 7.2% | 13,591 | 0.4% | Utilities |
BLACKROCK INC COM
| $971,804 | $971,804 ▲ | New Holding | 948 | 0.4% | COMMON STOCK |
ORCL Oracle | $971,511 | | 0.0% | 5,830 | 0.4% | Computer and Technology |
DOW DOW | $961,114 | $162,928 ▲ | 20.4% | 23,950 | 0.4% | Basic Materials |
AXP American Express | $950,915 | | 0.0% | 3,204 | 0.4% | Finance |
LLY Eli Lilly and Company | $924,084 | $92,640 ▲ | 11.1% | 1,197 | 0.4% | Medical |
BMY Bristol-Myers Squibb | $875,549 | $10,746 ▼ | -1.2% | 15,480 | 0.3% | Medical |
UPS United Parcel Service | $873,747 | $3,783 ▲ | 0.4% | 6,929 | 0.3% | Transportation |
TSM Taiwan Semiconductor Manufacturing | $840,517 | $210,327 ▼ | -20.0% | 4,256 | 0.3% | Computer and Technology |
VUG Vanguard Growth ETF | $827,857 | $253,241 ▲ | 44.1% | 2,017 | 0.3% | ETF |
PG Procter & Gamble | $781,249 | $6,203 ▼ | -0.8% | 4,660 | 0.3% | Consumer Staples |
CMCSA Comcast | $780,174 | $11,071 ▼ | -1.4% | 20,788 | 0.3% | Consumer Discretionary |
VZ Verizon Communications | $779,445 | $24,034 ▼ | -3.0% | 19,491 | 0.3% | Computer and Technology |
PFE Pfizer | $772,952 | $8,224 ▼ | -1.1% | 29,135 | 0.3% | Medical |
GLD SPDR Gold Shares | $759,320 | $242 ▼ | 0.0% | 3,136 | 0.3% | Finance |
AMAT Applied Materials | $739,316 | $430,970 ▲ | 139.8% | 4,546 | 0.3% | Computer and Technology |
DUK Duke Energy | $733,278 | $7,542 ▼ | -1.0% | 6,806 | 0.3% | Utilities |
ACN Accenture | $727,854 | $10,554 ▲ | 1.5% | 2,069 | 0.3% | Computer and Technology |
SBUX Starbucks | $713,575 | $63,419 ▼ | -8.2% | 7,820 | 0.3% | Retail/Wholesale |
SCHW Charles Schwab | $709,016 | $19,983 ▼ | -2.7% | 9,580 | 0.3% | Finance |
DVY iShares Select Dividend ETF | $695,837 | | 0.0% | 5,300 | 0.3% | ETF |
IQV IQVIA | $688,178 | $21,616 ▼ | -3.0% | 3,502 | 0.3% | Medical |
TRV Travelers Companies | $673,528 | $21,198 ▼ | -3.1% | 2,796 | 0.3% | Finance |
ELV Elevance Health | $649,264 | $56,811 ▲ | 9.6% | 1,760 | 0.3% | Medical |
EMR Emerson Electric | $632,911 | $9,914 ▼ | -1.5% | 5,107 | 0.2% | Industrials |
QCOM QUALCOMM | $630,149 | $80,497 ▲ | 14.6% | 4,102 | 0.2% | Computer and Technology |
PHM PulteGroup | $626,066 | $17,424 ▲ | 2.9% | 5,749 | 0.2% | Construction |
IJK iShares S&P Mid-Cap 400 Growth ETF | $623,871 | | 0.0% | 6,861 | 0.2% | ETF |
KMX CarMax | $591,452 | $5,314 ▲ | 0.9% | 7,234 | 0.2% | Retail/Wholesale |
DEO Diageo | $586,069 | $78,185 ▲ | 15.4% | 4,610 | 0.2% | Consumer Staples |
IWM iShares Russell 2000 ETF | $582,451 | $2,210 ▲ | 0.4% | 2,636 | 0.2% | Finance |
SPGI S&P Global | $575,723 | | 0.0% | 1,156 | 0.2% | Business Services |
GILD Gilead Sciences | $566,505 | $3,233 ▲ | 0.6% | 6,133 | 0.2% | Medical |
DHR Danaher | $551,609 | | 0.0% | 2,403 | 0.2% | Medical |
KMB Kimberly-Clark | $551,547 | $1,835 ▲ | 0.3% | 4,209 | 0.2% | Consumer Staples |
BAC Bank of America | $530,960 | $3,736 ▲ | 0.7% | 12,081 | 0.2% | Finance |
APPLOVIN CORP COM CL A
| $529,462 | $11,334 ▼ | -2.1% | 1,635 | 0.2% | COMMON STOCK |
CHKP Check Point Software Technologies | $526,494 | $11,202 ▼ | -2.1% | 2,820 | 0.2% | Computer and Technology |
MDT Medtronic | $518,980 | $58,792 ▼ | -10.2% | 6,497 | 0.2% | Medical |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $485,634 | $17,516 ▼ | -3.5% | 8,373 | 0.2% | ETF |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $467,936 | $80,473 ▼ | -14.7% | 15,671 | 0.2% | ETF |
MET MetLife | $456,153 | $12,937 ▲ | 2.9% | 5,571 | 0.2% | Finance |
CBRE CBRE Group | $455,445 | $151,640 ▲ | 49.9% | 3,469 | 0.2% | Finance |
MDLZ Mondelez International | $442,599 | $1,493 ▼ | -0.3% | 7,410 | 0.2% | Consumer Staples |
ADSK Autodesk | $419,709 | $13,301 ▼ | -3.1% | 1,420 | 0.2% | Computer and Technology |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $415,458 | $29,715 ▲ | 7.7% | 4,544 | 0.2% | ETF |
SO Southern | $411,435 | $1,837,875 ▼ | -81.7% | 4,998 | 0.2% | Utilities |
VYM Vanguard High Dividend Yield ETF | $403,312 | | 0.0% | 3,161 | 0.2% | ETF |
SHW Sherwin-Williams | $401,797 | $1,700 ▼ | -0.4% | 1,182 | 0.2% | Basic Materials |
OHI Omega Healthcare Investors | $377,743 | $52,801 ▲ | 16.2% | 9,980 | 0.1% | Finance |
COR Cencora | $377,238 | $23,591 ▼ | -5.9% | 1,679 | 0.1% | Medical |
VGT Vanguard Information Technology ETF | $376,189 | | 0.0% | 605 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $373,419 | $137,726 ▼ | -26.9% | 4,555 | 0.1% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $371,436 | | 0.0% | 6,303 | 0.1% | ETF |
TTD Trade Desk | $370,807 | $3,526 ▼ | -0.9% | 3,155 | 0.1% | Computer and Technology |
HON Honeywell International | $370,008 | $28,236 ▲ | 8.3% | 1,638 | 0.1% | Multi-Sector Conglomerates |
JMBS Janus Henderson Mortgage-Backed Securities ETF | $347,387 | $61,764 ▼ | -15.1% | 7,863 | 0.1% | ETF |
APD Air Products and Chemicals | $345,148 | $20,303 ▼ | -5.6% | 1,190 | 0.1% | Basic Materials |
RTX RTX | $343,920 | $2,893 ▼ | -0.8% | 2,972 | 0.1% | Aerospace |
MDY SPDR S&P MidCap 400 ETF Trust | $342,318 | | 0.0% | 601 | 0.1% | ETF |
IVW iShares S&P 500 Growth ETF | $335,658 | $13,707 ▲ | 4.3% | 3,306 | 0.1% | ETF |
MMM 3M | $329,180 | | 0.0% | 2,550 | 0.1% | Multi-Sector Conglomerates |
IJJ iShares S&P Mid-Cap 400 Value ETF | $328,395 | | 0.0% | 2,628 | 0.1% | ETF |
PEP PepsiCo | $326,625 | $17,487 ▼ | -5.1% | 2,148 | 0.1% | Consumer Staples |
SYK Stryker | $325,485 | $10,801 ▲ | 3.4% | 904 | 0.1% | Medical |
IWR iShares Russell Mid-Cap ETF | $317,886 | $7,514 ▼ | -2.3% | 3,596 | 0.1% | ETF |
DAL Delta Air Lines | $313,693 | | 0.0% | 5,185 | 0.1% | Transportation |
OKE ONEOK | $310,738 | $29,116 ▼ | -8.6% | 3,095 | 0.1% | Energy |
MAR Marriott International | $303,766 | | 0.0% | 1,089 | 0.1% | Consumer Discretionary |
PNC The PNC Financial Services Group | $302,003 | $27,963 ▼ | -8.5% | 1,566 | 0.1% | Finance |
IVE iShares S&P 500 Value ETF | $301,590 | $37,222 ▲ | 14.1% | 1,580 | 0.1% | ETF |
DLR Digital Realty Trust | $295,432 | $24,117 ▲ | 8.9% | 1,666 | 0.1% | Finance |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $295,264 | $3,497 ▲ | 1.2% | 2,955 | 0.1% | ETF |
COP ConocoPhillips | $291,758 | | 0.0% | 2,942 | 0.1% | Energy |
GD General Dynamics | $286,414 | $2,371 ▼ | -0.8% | 1,087 | 0.1% | Aerospace |
ETN Eaton | $281,426 | $1,659 ▼ | -0.6% | 848 | 0.1% | Industrials |
CL Colgate-Palmolive | $276,366 | | 0.0% | 3,040 | 0.1% | Consumer Staples |
NFLX Netflix | $276,309 | | 0.0% | 310 | 0.1% | Consumer Discretionary |
BP BP | $272,898 | $28,082 ▲ | 11.5% | 9,232 | 0.1% | Energy |
SYF Synchrony Financial | $268,255 | | 0.0% | 4,127 | 0.1% | Finance |
TFC Truist Financial | $264,748 | $9,760 ▼ | -3.6% | 6,103 | 0.1% | Finance |
WFC Wells Fargo & Company | $261,152 | $12,854 ▲ | 5.2% | 3,718 | 0.1% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $251,093 | $251,093 ▲ | New Holding | 1,410 | 0.1% | ETF |
EOG EOG Resources | $247,366 | $3,677 ▲ | 1.5% | 2,018 | 0.1% | Energy |
C Citigroup | $240,734 | $9,151 ▼ | -3.7% | 3,420 | 0.1% | Finance |
BEN Franklin Resources | $230,799 | $9,638 ▲ | 4.4% | 11,375 | 0.1% | Finance |
MS Morgan Stanley | $229,942 | $62,106 ▼ | -21.3% | 1,829 | 0.1% | Finance |
ROP Roper Technologies | $227,694 | | 0.0% | 438 | 0.1% | Computer and Technology |
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | $224,273 | $43,662 ▼ | -16.3% | 8,953 | 0.1% | ETF |
INTU Intuit | $223,118 | $12,570 ▲ | 6.0% | 355 | 0.1% | Computer and Technology |
IJT iShares S&P Small-Cap 600 Growth ETF | $221,465 | | 0.0% | 1,636 | 0.1% | ETF |
SHEL Shell | $219,902 | $627 ▼ | -0.3% | 3,510 | 0.1% | Energy |
NOW ServiceNow | $219,445 | $7,421 ▲ | 3.5% | 207 | 0.1% | Computer and Technology |
SGOV iShares 0-3 Month Treasury Bond ETF | $218,497 | $59,891 ▼ | -21.5% | 2,178 | 0.1% | ETF |
LMT Lockheed Martin | $215,271 | $3,402 ▲ | 1.6% | 443 | 0.1% | Aerospace |
BBH VanEck Biotech ETF | $214,892 | | 0.0% | 1,369 | 0.1% | Finance |
CVS CVS Health | $213,183 | $449 ▼ | -0.2% | 4,749 | 0.1% | Medical |
VEEV Veeva Systems | $212,353 | $9,461 ▼ | -4.3% | 1,010 | 0.1% | Medical |
PCAR PACCAR | $211,993 | | 0.0% | 2,038 | 0.1% | Auto/Tires/Trucks |
UL Unilever | $211,491 | $12,191 ▲ | 6.1% | 3,730 | 0.1% | Consumer Staples |
CI The Cigna Group | $210,143 | $82,842 ▲ | 65.1% | 761 | 0.1% | Medical |
DKS DICK'S Sporting Goods | $209,389 | $1,144 ▼ | -0.5% | 915 | 0.1% | Retail/Wholesale |
PSX Phillips 66 | $209,175 | $2,734 ▼ | -1.3% | 1,836 | 0.1% | Energy |
NRG NRG Energy | $207,326 | | 0.0% | 2,298 | 0.1% | Utilities |
VLO Valero Energy | $205,093 | $3,065 ▼ | -1.5% | 1,673 | 0.1% | Energy |
VONG Vanguard Russell 1000 Growth ETF | $203,811 | $203,811 ▲ | New Holding | 1,973 | 0.1% | ETF |
IP International Paper | $199,834 | $8,342 ▼ | -4.0% | 3,713 | 0.1% | Basic Materials |
AEM Agnico Eagle Mines | $198,028 | $8,212 ▼ | -4.0% | 2,532 | 0.1% | Basic Materials |
CHDN Churchill Downs | $197,639 | $1,335 ▼ | -0.7% | 1,480 | 0.1% | Consumer Discretionary |
VCSH Vanguard Short-Term Corporate Bond ETF | $196,507 | $10,375 ▲ | 5.6% | 2,519 | 0.1% | ETF |
PRI Primerica | $194,065 | $1,357 ▼ | -0.7% | 715 | 0.1% | Finance |
ECL Ecolab | $190,971 | $5,858 ▼ | -3.0% | 815 | 0.1% | Basic Materials |
CB Chubb | $187,331 | | 0.0% | 678 | 0.1% | Finance |
KLAC KLA | $187,146 | | 0.0% | 297 | 0.1% | Computer and Technology |
LPLA LPL Financial | $186,111 | $3,265 ▼ | -1.7% | 570 | 0.1% | Finance |
MCK McKesson | $185,791 | $5,699 ▲ | 3.2% | 326 | 0.1% | Medical |
L Loews | $184,201 | $9,739 ▼ | -5.0% | 2,175 | 0.1% | Finance |
AMP Ameriprise Financial | $181,559 | $2,662 ▼ | -1.4% | 341 | 0.1% | Finance |
STLD Steel Dynamics | $176,809 | | 0.0% | 1,550 | 0.1% | Basic Materials |
CWB SPDR Bloomberg Convertible Securities ETF | $170,423 | | 0.0% | 2,188 | 0.1% | ETF |
ON Onsemi | $169,100 | $630 ▼ | -0.4% | 2,682 | 0.1% | Computer and Technology |
ODFL Old Dominion Freight Line | $167,580 | | 0.0% | 950 | 0.1% | Transportation |
BIV Vanguard Intermediate-Term Bond ETF | $165,452 | $77,345 ▼ | -31.9% | 2,214 | 0.1% | ETF |
LOW Lowe's Companies | $165,109 | | 0.0% | 669 | 0.1% | Retail/Wholesale |
GWW W.W. Grainger | $163,378 | $10,541 ▲ | 6.9% | 155 | 0.1% | Industrials |
EBAY eBay | $159,583 | $310 ▼ | -0.2% | 2,576 | 0.1% | Retail/Wholesale |
TD Toronto-Dominion Bank | $156,739 | $5,324 ▼ | -3.3% | 2,944 | 0.1% | Finance |
MASI Masimo | $156,374 | $1,653 ▼ | -1.0% | 946 | 0.1% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $156,072 | $156,072 ▲ | New Holding | 5,600 | 0.1% | ETF |
XLI Industrial Select Sector SPDR Fund | $152,051 | | 0.0% | 1,154 | 0.1% | ETF |
VDC Vanguard Consumer Staples ETF | $150,080 | | 0.0% | 710 | 0.1% | ETF |
PGX Invesco Preferred ETF | $149,175 | $7,379 ▼ | -4.7% | 12,938 | 0.1% | ETF |
DECK Deckers Outdoor | $149,068 | $2,031 ▼ | -1.3% | 734 | 0.1% | Retail/Wholesale |
QQQ Invesco QQQ | $148,257 | $25,562 ▼ | -14.7% | 290 | 0.1% | Finance |
UNP Union Pacific | $145,490 | | 0.0% | 638 | 0.1% | Transportation |
IWF iShares Russell 1000 Growth ETF | $144,569 | $55,820 ▲ | 62.9% | 360 | 0.1% | ETF |
XLY Consumer Discretionary Select Sector SPDR Fund | $143,808 | | 0.0% | 641 | 0.1% | Finance |
DHI D.R. Horton | $143,595 | | 0.0% | 1,027 | 0.1% | Construction |
LNTH Lantheus | $143,136 | $447 ▼ | -0.3% | 1,600 | 0.1% | Medical |
CMI Cummins | $142,577 | | 0.0% | 409 | 0.1% | Auto/Tires/Trucks |
PWR Quanta Services | $140,958 | | 0.0% | 446 | 0.1% | Construction |
NVS Novartis | $140,224 | | 0.0% | 1,441 | 0.1% | Medical |
FTEC Fidelity MSCI Information Technology Index ETF | $137,736 | $137,736 ▲ | New Holding | 745 | 0.1% | ETF |
KKR KKR & Co. Inc. | $137,556 | $137,556 ▲ | New Holding | 930 | 0.1% | Finance |
OEF iShares S&P 100 ETF | $137,204 | | 0.0% | 475 | 0.1% | ETF |
HUBB Hubbell | $136,139 | $2,094 ▼ | -1.5% | 325 | 0.1% | Industrials |
WAB Westinghouse Air Brake Technologies | $134,798 | | 0.0% | 711 | 0.1% | Transportation |
CACI CACI International | $134,148 | | 0.0% | 332 | 0.1% | Computer and Technology |
CASY Casey's General Stores | $128,775 | $1,981 ▼ | -1.5% | 325 | 0.1% | Retail/Wholesale |
XLV Health Care Select Sector SPDR Fund | $128,078 | | 0.0% | 931 | 0.0% | ETF |
APTIV PLC COM SHS
| $127,673 | $127,673 ▲ | New Holding | 2,111 | 0.0% | NON US EQUITY |
LKQ LKQ | $126,971 | | 0.0% | 3,455 | 0.0% | Auto/Tires/Trucks |
AMD Advanced Micro Devices | $124,051 | $1,691 ▲ | 1.4% | 1,027 | 0.0% | Computer and Technology |
GPK Graphic Packaging | $122,763 | $815 ▼ | -0.7% | 4,520 | 0.0% | Industrials |
URI United Rentals | $121,868 | | 0.0% | 173 | 0.0% | Construction |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $119,770 | $119,770 ▲ | New Holding | 5,800 | 0.0% | ETF |
COWZ Pacer US Cash Cows 100 ETF | $119,173 | $119,173 ▲ | New Holding | 2,110 | 0.0% | ETF |
ZTS Zoetis | $118,287 | $815 ▼ | -0.7% | 726 | 0.0% | Medical |
XLF Financial Select Sector SPDR Fund | $117,877 | $9,666 ▼ | -7.6% | 2,439 | 0.0% | ETF |
STZ Constellation Brands | $116,909 | | 0.0% | 529 | 0.0% | Consumer Staples |
BWX SPDR Bloomberg Barclays International Treasury Bond ETF | $114,522 | $17,604 ▼ | -13.3% | 5,354 | 0.0% | Finance |
INCY Incyte | $113,896 | | 0.0% | 1,649 | 0.0% | Medical |
USA Liberty All-Star Equity Fund | $113,681 | | 0.0% | 16,357 | 0.0% | Finance |
TNL Travel + Leisure | $113,563 | $3,279 ▼ | -2.8% | 2,251 | 0.0% | Consumer Discretionary |
IWO iShares Russell 2000 Growth ETF | $111,386 | | 0.0% | 387 | 0.0% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $110,715 | $110,715 ▲ | New Holding | 5,500 | 0.0% | ETF |
DD DuPont de Nemours | $109,724 | $1,525 ▼ | -1.4% | 1,439 | 0.0% | Basic Materials |
TSN Tyson Foods | $109,538 | | 0.0% | 1,907 | 0.0% | Consumer Staples |
FBIN Fortune Brands Innovations | $109,328 | | 0.0% | 1,600 | 0.0% | Retail/Wholesale |
SCHB Schwab US Broad Market ETF | $108,960 | $108,960 ▲ | New Holding | 4,800 | 0.0% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $107,336 | $107,336 ▲ | New Holding | 423 | 0.0% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $107,140 | $107,140 ▲ | New Holding | 5,500 | 0.0% | ETF |
SPG Simon Property Group | $107,115 | | 0.0% | 622 | 0.0% | Finance |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $106,865 | $106,865 ▲ | New Holding | 5,500 | 0.0% | ETF |
PEG Public Service Enterprise Group | $106,288 | $1,690 ▼ | -1.6% | 1,258 | 0.0% | Utilities |
CALF Pacer US Small Cap Cash Cows ETF | $105,844 | $105,844 ▲ | New Holding | 2,405 | 0.0% | ETF |
NXPI NXP Semiconductors | $105,172 | $25,981 ▲ | 32.8% | 506 | 0.0% | Computer and Technology |
TXRH Texas Roadhouse | $104,649 | | 0.0% | 580 | 0.0% | Retail/Wholesale |
TXN Texas Instruments | $102,005 | | 0.0% | 544 | 0.0% | Computer and Technology |
BR Broadridge Financial Solutions | $101,514 | $1,130 ▼ | -1.1% | 449 | 0.0% | Business Services |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $100,870 | $100,870 ▲ | New Holding | 5,500 | 0.0% | ETF |
LFUS Littelfuse | $99,444 | | 0.0% | 422 | 0.0% | Computer and Technology |
LULU Lululemon Athletica | $99,427 | | 0.0% | 260 | 0.0% | Consumer Discretionary |
CTSH Cognizant Technology Solutions | $98,586 | | 0.0% | 1,282 | 0.0% | Computer and Technology |
ELF e.l.f. Beauty | $98,557 | $1,256 ▲ | 1.3% | 785 | 0.0% | Consumer Staples |
SCHD Schwab US Dividend Equity ETF | $98,352 | $98,352 ▲ | New Holding | 3,600 | 0.0% | ETF |
TMO Thermo Fisher Scientific | $98,323 | | 0.0% | 189 | 0.0% | Medical |
FNV Franco-Nevada | $97,600 | $28,222 ▲ | 40.7% | 830 | 0.0% | Basic Materials |
FTNT Fortinet | $97,220 | | 0.0% | 1,029 | 0.0% | Computer and Technology |
FAST Fastenal | $97,007 | | 0.0% | 1,349 | 0.0% | Retail/Wholesale |
RIO Rio Tinto Group | $94,566 | $3,235 ▼ | -3.3% | 1,608 | 0.0% | Basic Materials |
IWD iShares Russell 1000 Value ETF | $91,084 | $91,084 ▲ | New Holding | 492 | 0.0% | ETF |
ZBRA Zebra Technologies | $90,762 | | 0.0% | 235 | 0.0% | Industrials |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $90,035 | $90,035 ▲ | New Holding | 5,500 | 0.0% | Manufacturing |
GEHC GE HealthCare Technologies | $86,545 | $83,652 ▲ | 2,891.9% | 1,107 | 0.0% | Medical |
LUV Southwest Airlines | $85,059 | $85,059 ▲ | New Holding | 2,530 | 0.0% | Transportation |
CTVA Corteva | $84,301 | $20,221 ▼ | -19.3% | 1,480 | 0.0% | Consumer Staples |
DTE DTE Energy | $81,748 | | 0.0% | 677 | 0.0% | Utilities |
RDVY First Trust NASDAQ Rising Dividend Achievers | $81,022 | $81,022 ▲ | New Holding | 1,370 | 0.0% | Manufacturing |
CGW Invesco S&P Global Water Index ETF | $79,945 | | 0.0% | 1,475 | 0.0% | ETF |
IFF International Flavors & Fragrances | $78,209 | $12,683 ▲ | 19.4% | 925 | 0.0% | Basic Materials |
KDP Keurig Dr Pepper | $77,088 | | 0.0% | 2,400 | 0.0% | Consumer Staples |
MO Altria Group | $75,821 | $6,118 ▼ | -7.5% | 1,450 | 0.0% | Consumer Staples |
NTR Nutrien | $74,464 | | 0.0% | 1,664 | 0.0% | Basic Materials |
IGM iShares Expanded Tech Sector ETF | $73,505 | | 0.0% | 720 | 0.0% | ETF |
FCPT Four Corners Property Trust | $71,867 | | 0.0% | 2,648 | 0.0% | Finance |
SPLV Invesco S&P 500 Low Volatility ETF | $71,400 | | 0.0% | 1,020 | 0.0% | ETF |
IVZ Invesco | $71,074 | $2,010 ▼ | -2.8% | 4,066 | 0.0% | Finance |
IWS iShares Russell Mid-Cap Value ETF | $69,973 | $23,152 ▲ | 49.4% | 541 | 0.0% | ETF |
SDVY First Trust SMID Cap Rising Dividend Archievers ETF | $69,083 | $69,083 ▲ | New Holding | 1,927 | 0.0% | ETF |
REGN Regeneron Pharmaceuticals | $68,384 | | 0.0% | 96 | 0.0% | Medical |
FHLC Fidelity MSCI Health Care Index ETF | $66,200 | $66,200 ▲ | New Holding | 1,013 | 0.0% | ETF |
INTC Intel | $61,854 | | 0.0% | 3,085 | 0.0% | Computer and Technology |
PPL PPL | $60,538 | | 0.0% | 1,865 | 0.0% | Utilities |
HSY Hershey | $55,886 | $55,886 ▲ | New Holding | 330 | 0.0% | Consumer Staples |
XLP Consumer Staples Select Sector SPDR Fund | $55,263 | $6,682 ▼ | -10.8% | 703 | 0.0% | ETF |
ED Consolidated Edison | $53,538 | $1,580,174 ▼ | -96.7% | 600 | 0.0% | Utilities |
AOK iShares Core 30/70 Conservative Allocation ETF | $53,153 | | 0.0% | 1,425 | 0.0% | ETF |
NOBL ProShares S&P 500 Aristocrats ETF | $52,264 | | 0.0% | 525 | 0.0% | ETF |
HEDJ WisdomTree Europe Hedged Equity Fund | $51,590 | | 0.0% | 1,180 | 0.0% | Finance |
IDV iShares International Select Dividend ETF | $51,584 | | 0.0% | 1,884 | 0.0% | ETF |
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $51,205 | $51,205 ▲ | New Holding | 2,200 | 0.0% | ETF |
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $49,280 | $49,280 ▲ | New Holding | 2,200 | 0.0% | ETF |
ALL Allstate | $48,583 | $99,287 ▼ | -67.1% | 252 | 0.0% | Finance |
VCLT Vanguard Long-Term Corporate Bond ETF | $47,635 | $38,886 ▲ | 444.4% | 637 | 0.0% | Manufacturing |
IWN iShares Russell 2000 Value ETF | $44,818 | | 0.0% | 273 | 0.0% | ETF |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | $43,928 | $24,070 ▼ | -35.4% | 1,825 | 0.0% | ETF |
XLC Communication Services Select Sector SPDR Fund | $43,468 | | 0.0% | 449 | 0.0% | ETF |
O Realty Income | $42,728 | $42,728 ▲ | New Holding | 800 | 0.0% | Finance |
PRU Prudential Financial | $42,671 | $1,808,539 ▼ | -97.7% | 360 | 0.0% | Finance |
SOLVENTUM CORP COM SHS
| $42,080 | | 0.0% | 637 | 0.0% | COMMON STOCK |
GPC Genuine Parts | $41,683 | | 0.0% | 357 | 0.0% | Retail/Wholesale |
CARR Carrier Global | $40,956 | | 0.0% | 600 | 0.0% | Computer and Technology |
CE Celanese | $40,695 | $17,302 ▼ | -29.8% | 588 | 0.0% | Basic Materials |
FNCL Fidelity MSCI Financials Index ETF | $39,972 | | 0.0% | 582 | 0.0% | ETF |
USAI Pacer American Energy Independence ETF | $39,779 | $39,779 ▲ | New Holding | 1,000 | 0.0% | ETF |
MCHP Microchip Technology | $38,539 | $154,213 ▼ | -80.0% | 672 | 0.0% | Computer and Technology |
NUVEEN DOW 30SM DYNAMIC OVERWRITE FUND
| $38,403 | | 0.0% | 2,550 | 0.0% | EXCHANGE-TRADED-FUND |
CME CME Group | $37,157 | $37,157 ▲ | New Holding | 160 | 0.0% | Finance |
ET Energy Transfer | $35,027 | $35,027 ▲ | New Holding | 1,788 | 0.0% | Energy |
VPU Vanguard Utilities ETF | $31,050 | | 0.0% | 190 | 0.0% | ETF |
BAX Baxter International | $29,160 | | 0.0% | 1,000 | 0.0% | Medical |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $28,649 | $28,649 ▲ | New Holding | 354 | 0.0% | Manufacturing |
YUM Yum! Brands | $28,576 | | 0.0% | 213 | 0.0% | Retail/Wholesale |
OTIS Otis Worldwide | $27,783 | | 0.0% | 300 | 0.0% | Construction |
WDAY Workday | $25,803 | | 0.0% | 100 | 0.0% | Computer and Technology |
VTRS Viatris | $24,278 | | 0.0% | 1,950 | 0.0% | Medical |
UGI UGI | $23,854 | | 0.0% | 845 | 0.0% | Utilities |
WHR Whirlpool | $23,468 | $2,862 ▲ | 13.9% | 205 | 0.0% | Consumer Discretionary |
DES WisdomTree U.S. SmallCap Dividend Fund | $22,740 | | 0.0% | 662 | 0.0% | Finance |
VGLT Vanguard Long-Term Treasury Index ETF | $22,583 | | 0.0% | 408 | 0.0% | ETF |
STT State Street | $22,575 | $1,963 ▼ | -8.0% | 230 | 0.0% | Finance |
SRE Sempra | $22,369 | | 0.0% | 255 | 0.0% | Utilities |
HBAN Huntington Bancshares | $22,290 | $1,464 ▼ | -6.2% | 1,370 | 0.0% | Finance |
INGR Ingredion | $22,010 | $1,376 ▼ | -5.9% | 160 | 0.0% | Consumer Staples |
AOM iShares Core 40/60 Moderate Allocation ETF | $21,720 | | 0.0% | 500 | 0.0% | ETF |
XLU Utilities Select Sector SPDR Fund | $21,647 | | 0.0% | 286 | 0.0% | ETF |
ABT Abbott Laboratories | $21,491 | | 0.0% | 190 | 0.0% | Medical |
NFJ Virtus Dividend, Interest & Premium Strategy Fund | $20,840 | | 0.0% | 1,650 | 0.0% | Financial Services |
VIG Vanguard Dividend Appreciation ETF | $20,170 | | 0.0% | 103 | 0.0% | ETF |
NSC Norfolk Southern | $19,950 | $1,174 ▼ | -5.6% | 85 | 0.0% | Transportation |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $19,338 | $10,257 ▼ | -34.7% | 181 | 0.0% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $18,886 | $18,886 ▲ | New Holding | 149 | 0.0% | ETF |
MPC Marathon Petroleum | $18,833 | $2,093 ▲ | 12.5% | 135 | 0.0% | Energy |
GE General Electric | $18,680 | | 0.0% | 112 | 0.0% | Transportation |
IEFA iShares Core MSCI EAFE ETF | $17,992 | $17,992 ▲ | New Holding | 256 | 0.0% | ETF |
KRE SPDR S&P Regional Banking ETF | $17,743 | $17,743 ▲ | New Holding | 294 | 0.0% | ETF |
JPMORGAN CHASE & CO 5.75 percent SHS PFD DD PFD
| $17,619 | | 0.0% | 700 | 0.0% | PREFERRED STOCK |
DEM WisdomTree Emerging Markets High Dividend Fund | $17,208 | | 0.0% | 425 | 0.0% | Finance |
GDX VanEck Gold Miners ETF | $16,955 | | 0.0% | 500 | 0.0% | ETF |
HAS Hasbro | $16,773 | $1,677 ▼ | -9.1% | 300 | 0.0% | Consumer Discretionary |
VHT Vanguard Health Care ETF | $16,744 | | 0.0% | 66 | 0.0% | ETF |
OGE OGE Energy | $16,500 | | 0.0% | 400 | 0.0% | Utilities |
BSTZ BlackRock Science and Technology Term Trust | $16,257 | | 0.0% | 785 | 0.0% | Financial Services |
PARA Paramount Global | $16,213 | | 0.0% | 1,550 | 0.0% | Consumer Discretionary |
DON WisdomTree U.S. MidCap Dividend Fund | $15,852 | | 0.0% | 311 | 0.0% | Finance |
IEI iShares 3-7 Year Treasury Bond ETF | $15,599 | $15,599 ▲ | New Holding | 135 | 0.0% | ETF |
LYB LyondellBasell Industries | $15,597 | $1,144,671 ▼ | -98.7% | 210 | 0.0% | Basic Materials |
XLB Materials Select Sector SPDR Fund | $15,145 | $7,152 ▼ | -32.1% | 180 | 0.0% | ETF |
BND Vanguard Total Bond Market ETF | $14,885 | | 0.0% | 207 | 0.0% | ETF |
MAS Masco | $14,514 | | 0.0% | 200 | 0.0% | Construction |
VMBS Vanguard Mortgage-Backed Securities ETF | $13,421 | $13,421 ▲ | New Holding | 296 | 0.0% | ETF |
KMI Kinder Morgan | $13,015 | $350,446 ▼ | -96.4% | 475 | 0.0% | Energy |
FEDERAL RLTY INVT TR NEW 5 percent CUM PFD C
| $12,906 | | 0.0% | 600 | 0.0% | PREFERRED STOCK |
DAR Darling Ingredients | $12,802 | | 0.0% | 380 | 0.0% | Consumer Staples |
TRUIST FINL CORP DP SH RP PFD CL R
| $11,580 | | 0.0% | 600 | 0.0% | PREFERRED STOCK |
SOUTHERN CO 4.20 percent NT S20C 60 PFD
| $10,873 | | 0.0% | 575 | 0.0% | PREFERRED STOCK |
EEM iShares MSCI Emerging Markets ETF | $10,831 | | 0.0% | 259 | 0.0% | Finance |
SANDOZ GROUP AG SPON ADR
| $10,377 | | 0.0% | 253 | 0.0% | ADR / IDR / GDR |
XBI SPDR S&P Biotech ETF | $10,357 | | 0.0% | 115 | 0.0% | ETF |
HAL Halliburton | $10,332 | | 0.0% | 380 | 0.0% | Energy |
XLE Energy Select Sector SPDR Fund | $9,423 | | 0.0% | 110 | 0.0% | ETF |
GE VERNOVA LLC COM
| $9,210 | | 0.0% | 28 | 0.0% | COMMON STOCK |
CMG Chipotle Mexican Grill | $9,045 | | 0.0% | 150 | 0.0% | Retail/Wholesale |
BHK BlackRock Core Bond Trust | $8,368 | | 0.0% | 800 | 0.0% | Financial Services |
FDX FedEx | $7,033 | | 0.0% | 25 | 0.0% | Transportation |
VEA Vanguard FTSE Developed Markets ETF | $6,790 | | 0.0% | 142 | 0.0% | ETF |
EWH iShares MSCI Hong Kong ETF | $6,681 | | 0.0% | 401 | 0.0% | Finance |
SYY Sysco | $6,499 | | 0.0% | 85 | 0.0% | Consumer Staples |
ONEQ Fidelity NASDAQ Composite Index ETF | $5,705 | $5,705 ▲ | New Holding | 75 | 0.0% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $5,667 | $5,667 ▲ | New Holding | 173 | 0.0% | ETF |
PLD Prologis | $5,074 | | 0.0% | 48 | 0.0% | Finance |
ADM Archer-Daniels-Midland | $5,052 | | 0.0% | 100 | 0.0% | Consumer Staples |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $3,694 | $3,694 ▲ | New Holding | 156 | 0.0% | ETF |
TXT Textron | $2,983 | | 0.0% | 39 | 0.0% | Aerospace |
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF | $2,586 | $2,586 ▲ | New Holding | 54 | 0.0% | ETF |
WBD Warner Bros. Discovery | $2,537 | | 0.0% | 240 | 0.0% | Consumer Discretionary |
AMGN Amgen | $2,346 | $2,346 ▲ | New Holding | 9 | 0.0% | Medical |
WBA Walgreens Boots Alliance | $2,333 | | 0.0% | 250 | 0.0% | Retail/Wholesale |
SCHX Schwab US Large-Cap ETF | $2,295 | $2,295 ▲ | New Holding | 99 | 0.0% | ETF |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $2,257 | $2,257 ▲ | New Holding | 76 | 0.0% | ETF |
HPE Hewlett Packard Enterprise | $2,135 | | 0.0% | 100 | 0.0% | Computer and Technology |
PXH Invesco FTSE RAFI Emerging Markets ETF | $1,946 | $1,946 ▲ | New Holding | 95 | 0.0% | ETF |
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | $1,895 | $1,895 ▲ | New Holding | 82 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $1,500 | $1,500 ▲ | New Holding | 58 | 0.0% | ETF |
SCHP Schwab U.S. TIPS ETF | $1,446 | $1,446 ▲ | New Holding | 56 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $1,332 | $1,332 ▲ | New Holding | 72 | 0.0% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $1,306 | $1,306 ▲ | New Holding | 25 | 0.0% | ETF |
PARAA Paramount Global | $1,249 | | 0.0% | 56 | 0.0% | Consumer Discretionary |
USRT iShares Core U.S. REIT ETF | $745 | $745 ▲ | New Holding | 13 | 0.0% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $729 | $729 ▲ | New Holding | 30 | 0.0% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $722 | $722 ▲ | New Holding | 20 | 0.0% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $687 | $687 ▲ | New Holding | 6 | 0.0% | ETF |
FNDC Schwab Fundamental International Small Cap Company Index ETF | $683 | $683 ▲ | New Holding | 20 | 0.0% | ETF |
LUMN Lumen Technologies | $669 | | 0.0% | 126 | 0.0% | Business Services |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $633 | $633 ▲ | New Holding | 16 | 0.0% | ETF |
GM General Motors | $533 | | 0.0% | 10 | 0.0% | Auto/Tires/Trucks |
EBND SPDR Bloomberg Barclays Emerging Markets Local Bond ETF | $98 | $98 ▲ | New Holding | 5 | 0.0% | ETF |
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | $87 | $87 ▲ | New Holding | 3 | 0.0% | ETF |
SCHH Schwab U.S. REIT ETF | $63 | $63 ▲ | New Holding | 3 | 0.0% | ETF |
NZF Nuveen Municipal Credit Income Fund | $61 | | 0.0% | 5 | 0.0% | Financial Services |
FNDF Schwab Fundamental International Large Company Index ETF | $33 | $33 ▲ | New Holding | 1 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $27 | $27 ▲ | New Holding | 1 | 0.0% | ETF |
HAUZ X-trackers International Real Estate ETF | $20 | $20 ▲ | New Holding | 1 | 0.0% | ETF |
CHINA STL CORP SPON ADR
| $12 | | 0.0% | 1 | 0.0% | ADR / IDR / GDR |
WESTBURY METALS GRP COM
| $0 | | 0.0% | 1,000 | 0.0% | COMMON STOCK |
LNT Alliant Energy | $0 | $1,684,997 ▼ | -100.0% | 0 | 0.0% | Utilities |
BLK BlackRock | $0 | $927,671 ▼ | -100.0% | 0 | 0.0% | Finance |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | $0 | $183,352 ▼ | -100.0% | 0 | 0.0% | ETF |
IBTI iShares iBonds Dec 2028 Term Treasury ETF | $0 | $152,248 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
APTV Aptiv | $0 | $152,013 ▼ | -100.0% | 0 | 0.0% | Business Services |
HST Host Hotels & Resorts | $0 | $143,053 ▼ | -100.0% | 0 | 0.0% | Finance |
EQC Equity Commonwealth | $0 | $88,555 ▼ | -100.0% | 0 | 0.0% | Finance |
BTI British American Tobacco | $0 | $75,940 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IBTF iShares iBonds Dec 2025 Term Treasury ETF | $0 | $72,555 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | $0 | $69,010 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $0 | $63,786 ▼ | -100.0% | 0 | 0.0% | Finance |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | $0 | $48,936 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
CCI Crown Castle | $0 | $44,486 ▼ | -100.0% | 0 | 0.0% | Finance |
DFS Discover Financial Services | $0 | $35,073 ▼ | -100.0% | 0 | 0.0% | Finance |
MBB iShares MBS ETF | $0 | $32,959 ▼ | -100.0% | 0 | 0.0% | ETF |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | $0 | $25,273 ▼ | -100.0% | 0 | 0.0% | ETF |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | $0 | $20,983 ▼ | -100.0% | 0 | 0.0% | ETF |
VRSN VeriSign | $0 | $17,666 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
