IVV iShares Core S&P 500 ETF | $32,227,462 | $4,872,968 ▼ | -13.1% | 55,871 | 3.5% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $25,037,964 | $6,994,226 ▲ | 38.8% | 139,752 | 2.7% | ETF |
IWD iShares Russell 1000 Value ETF | $23,647,800 | $2,055,348 ▼ | -8.0% | 124,593 | 2.6% | ETF |
ACIO Aptus Collared Investment Opportunity ETF | $23,600,164 | $959,562 ▲ | 4.2% | 593,864 | 2.6% | ETF |
SPYG SPDR Portfolio S&P 500 Growth ETF | $22,639,052 | $3,414,142 ▼ | -13.1% | 272,957 | 2.5% | ETF |
WMT Walmart | $20,809,525 | $3,444,716 ▲ | 19.8% | 257,703 | 2.3% | Retail/Wholesale |
QQQM Invesco NASDAQ 100 ETF | $20,535,672 | $2,202,517 ▼ | -9.7% | 102,244 | 2.2% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $19,797,136 | $7,442,218 ▲ | 60.2% | 195,489 | 2.2% | Finance |
QUAL iShares MSCI USA Quality Factor ETF | $18,236,351 | $6,357,594 ▼ | -25.9% | 101,709 | 2.0% | ETF |
AAPL Apple | $17,508,381 | $211,332 ▲ | 1.2% | 75,143 | 1.9% | Computer and Technology |
IDUB Aptus International Enhanced Yield ETF | $15,559,235 | $1,043,676 ▲ | 7.2% | 714,054 | 1.7% | ETF |
DRSK Aptus Defined Risk ETF | $15,144,865 | $533,172 ▲ | 3.6% | 535,154 | 1.7% | ETF |
BSV Vanguard Short-Term Bond ETF | $14,295,307 | $10,148,026 ▼ | -41.5% | 181,666 | 1.6% | ETF |
SPTI SPDR Portfolio Intermediate Term Treasury ETF | $13,863,921 | $7,037,376 ▲ | 103.1% | 477,079 | 1.5% | ETF |
MSFT Microsoft | $13,018,476 | $898,479 ▼ | -6.5% | 30,254 | 1.4% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $13,014,361 | $1,038,827 ▲ | 8.7% | 246,437 | 1.4% | ETF |
OSCV Opus Small Cap Value Plus ETF | $12,943,175 | $883,371 ▲ | 7.3% | 345,612 | 1.4% | ETF |
VOO Vanguard S&P 500 ETF | $12,676,786 | $698,637 ▲ | 5.8% | 24,024 | 1.4% | ETF |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $12,565,898 | $9,862,869 ▲ | 364.9% | 275,266 | 1.4% | ETF |
IEFA iShares Core MSCI EAFE ETF | $12,106,171 | $4,014,655 ▲ | 49.6% | 155,108 | 1.3% | ETF |
SPLG SPDR Portfolio S&P 500 ETF | $10,842,977 | $1,427,498 ▲ | 15.2% | 160,613 | 1.2% | ETF |
ADME Aptus Drawdown Managed Equity ETF | $10,217,661 | $342,759 ▲ | 3.5% | 221,161 | 1.1% | ETF |
DUBS Aptus Large Cap Enhanced Yield ETF | $10,140,289 | $457,885 ▲ | 4.7% | 320,097 | 1.1% | ETF |
NVDA NVIDIA | $9,542,971 | $153,743 ▲ | 1.6% | 78,582 | 1.0% | Computer and Technology |
SPHY SPDR Portfolio High Yield Bond ETF | $9,494,285 | $5,981,520 ▲ | 170.3% | 394,773 | 1.0% | ETF |
SPY SPDR S&P 500 ETF Trust | $8,805,945 | $19,508 ▲ | 0.2% | 15,348 | 1.0% | Finance |
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $8,779,474 | $4,153,119 ▲ | 89.8% | 174,092 | 1.0% | Manufacturing |
INDA iShares MSCI India ETF | $8,585,309 | $415,388 ▼ | -4.6% | 146,682 | 0.9% | ETF |
AVGO Broadcom | $8,439,160 | $7,477,824 ▲ | 777.9% | 48,923 | 0.9% | Computer and Technology |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $8,241,695 | $1,091,581 ▲ | 15.3% | 189,813 | 0.9% | ETF |
SPLV Invesco S&P 500 Low Volatility ETF | $7,538,143 | $5,623,822 ▲ | 293.8% | 105,091 | 0.8% | ETF |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $7,536,446 | $2,462,531 ▼ | -24.6% | 143,333 | 0.8% | Manufacturing |
IEMG iShares Core MSCI Emerging Markets ETF | $7,151,993 | $463,817 ▲ | 6.9% | 124,577 | 0.8% | ETF |
XLC Communication Services Select Sector SPDR Fund | $7,142,208 | $1,618,787 ▼ | -18.5% | 79,007 | 0.8% | ETF |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $6,950,720 | $1,439,667 ▲ | 26.1% | 69,306 | 0.8% | ETF |
AMZN Amazon.com | $6,883,281 | $618,621 ▲ | 9.9% | 36,941 | 0.8% | Retail/Wholesale |
SJNK SPDR Bloomberg Short Term High Yield Bond ETF | $6,820,627 | $410,764 ▲ | 6.4% | 264,879 | 0.7% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $6,735,493 | $531,182 ▲ | 8.6% | 140,763 | 0.7% | ETF |
IWR iShares Russell Mid-Cap ETF | $6,516,278 | $363,754 ▼ | -5.3% | 73,931 | 0.7% | ETF |
FLOT iShares Floating Rate Bond ETF | $6,194,636 | $283,375 ▼ | -4.4% | 121,368 | 0.7% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $6,164,883 | $473,700 ▼ | -7.1% | 103,594 | 0.7% | ETF |
XLF Financial Select Sector SPDR Fund | $5,855,437 | $5,143,913 ▲ | 722.9% | 129,202 | 0.6% | ETF |
XHB SPDR S&P Homebuilders ETF | $5,319,475 | $363,343 ▼ | -6.4% | 42,706 | 0.6% | ETF |
BX Blackstone | $5,275,102 | $592,299 ▼ | -10.1% | 34,449 | 0.6% | Finance |
JUCY Aptus Enhanced Yield ETF | $5,245,947 | $210,283 ▲ | 4.2% | 226,021 | 0.6% | ETF |
XLU Utilities Select Sector SPDR Fund | $5,050,317 | $5,050,317 ▲ | New Holding | 62,519 | 0.6% | ETF |
EWJ iShares MSCI Japan ETF | $4,860,499 | $4,860,499 ▲ | New Holding | 67,941 | 0.5% | ETF |
QQQ Invesco QQQ | $4,596,315 | $346,542 ▼ | -7.0% | 9,417 | 0.5% | Finance |
MUB iShares National Muni Bond ETF | $4,524,795 | $2,133,290 ▲ | 89.2% | 41,653 | 0.5% | ETF |
UNH UnitedHealth Group | $4,432,380 | $197,618 ▼ | -4.3% | 7,581 | 0.5% | Medical |
META Meta Platforms | $4,369,848 | $529,488 ▲ | 13.8% | 7,634 | 0.5% | Computer and Technology |
FTCS First Trust Capital Strength ETF | $4,285,400 | $474,794 ▼ | -10.0% | 47,196 | 0.5% | ETF |
PEP PepsiCo | $4,144,404 | $30,779 ▲ | 0.7% | 24,372 | 0.5% | Consumer Staples |
SBRA Sabra Health Care REIT | $4,100,896 | $483,525 ▼ | -10.5% | 220,360 | 0.4% | Finance |
CGDV Capital Group Dividend Value ETF | $4,036,337 | $226,037 ▲ | 5.9% | 110,767 | 0.4% | ETF |
SCHX Schwab US Large-Cap ETF | $3,974,729 | $216,578 ▼ | -5.2% | 58,581 | 0.4% | ETF |
OHI Omega Healthcare Investors | $3,960,413 | $94,587 ▼ | -2.3% | 97,307 | 0.4% | Finance |
MO Altria Group | $3,817,450 | $473,857 ▲ | 14.2% | 74,793 | 0.4% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $3,796,452 | $95,428 ▼ | -2.5% | 13,407 | 0.4% | ETF |
STX Seagate Technology | $3,762,140 | $616,435 ▼ | -14.1% | 34,348 | 0.4% | Computer and Technology |
SPG Simon Property Group | $3,699,446 | $27,550 ▲ | 0.8% | 21,888 | 0.4% | Finance |
PM Philip Morris International | $3,684,424 | $21,610 ▼ | -0.6% | 30,349 | 0.4% | Consumer Staples |
RITM Rithm Capital | $3,660,112 | $661,330 ▼ | -15.3% | 322,477 | 0.4% | Finance |
URI United Rentals | $3,620,420 | $279,366 ▼ | -7.2% | 4,471 | 0.4% | Construction |
JPM JPMorgan Chase & Co. | $3,569,181 | $89,193 ▲ | 2.6% | 16,927 | 0.4% | Finance |
GOOG Alphabet | $3,499,155 | $306,295 ▼ | -8.0% | 20,929 | 0.4% | Computer and Technology |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3,497,119 | $84,372 ▲ | 2.5% | 63,665 | 0.4% | ETF |
OKE ONEOK | $3,496,116 | $580,955 ▲ | 19.9% | 38,364 | 0.4% | Oils/Energy |
WFC Wells Fargo & Company | $3,471,621 | $38,300 ▲ | 1.1% | 61,456 | 0.4% | Finance |
TMUS T-Mobile US | $3,393,956 | $1,251,350 ▲ | 58.4% | 16,447 | 0.4% | Computer and Technology |
AMT American Tower | $3,269,867 | $1,781,217 ▲ | 119.7% | 14,060 | 0.4% | Finance |
FITB Fifth Third Bancorp | $3,252,924 | $318,344 ▼ | -8.9% | 75,932 | 0.4% | Finance |
CWEN.A Clearway Energy | $3,123,650 | $87,802 ▲ | 2.9% | 109,717 | 0.3% | Utilities |
GOOGL Alphabet | $3,082,483 | $1,770,280 ▼ | -36.5% | 18,586 | 0.3% | Computer and Technology |
LNC Lincoln National | $3,070,625 | $371,126 ▼ | -10.8% | 97,449 | 0.3% | Finance |
SO Southern | $3,054,728 | $559,201 ▲ | 22.4% | 33,874 | 0.3% | Utilities |
BXSL Blackstone Secured Lending Fund | $2,996,978 | $220,495 ▲ | 7.9% | 102,321 | 0.3% | Finance |
ABBV AbbVie | $2,975,677 | $828,837 ▲ | 38.6% | 15,068 | 0.3% | Medical |
KMI Kinder Morgan | $2,830,989 | $16,015 ▼ | -0.6% | 128,157 | 0.3% | Oils/Energy |
BRK.B Berkshire Hathaway | $2,827,837 | $955,960 ▲ | 51.1% | 6,144 | 0.3% | Finance |
STWD Starwood Property Trust | $2,813,914 | $129,678 ▲ | 4.8% | 138,072 | 0.3% | Finance |
DOW DOW | $2,805,961 | $403,825 ▼ | -12.6% | 51,363 | 0.3% | Basic Materials |
V Visa | $2,782,009 | $1,225,481 ▼ | -30.6% | 10,118 | 0.3% | Business Services |
DLR Digital Realty Trust | $2,721,508 | $2,330,039 ▲ | 595.2% | 16,817 | 0.3% | Finance |
ARCC Ares Capital | $2,710,885 | $76,368 ▲ | 2.9% | 129,460 | 0.3% | Finance |
TSLA Tesla | $2,665,727 | $127,936 ▲ | 5.0% | 10,189 | 0.3% | Auto/Tires/Trucks |
PG Procter & Gamble | $2,662,918 | $321,282 ▲ | 13.7% | 15,375 | 0.3% | Consumer Staples |
HTGC Hercules Capital | $2,636,260 | $320,643 ▼ | -10.8% | 134,229 | 0.3% | Finance |
MMM 3M | $2,570,080 | $549,804 ▲ | 27.2% | 18,801 | 0.3% | Multi-Sector Conglomerates |
HD Home Depot | $2,551,399 | $284,029 ▲ | 12.5% | 6,297 | 0.3% | Retail/Wholesale |
KO Coca-Cola | $2,536,457 | $1,775,886 ▲ | 233.5% | 35,297 | 0.3% | Consumer Staples |
TNL Travel + Leisure | $2,508,460 | $498,448 ▼ | -16.6% | 54,437 | 0.3% | Consumer Discretionary |
PGR Progressive | $2,463,365 | $96,687 ▼ | -3.8% | 9,707 | 0.3% | Finance |
DGX Quest Diagnostics | $2,456,045 | $1,773,414 ▲ | 259.8% | 15,820 | 0.3% | Medical |
FSK FS KKR Capital | $2,447,315 | $52,778 ▲ | 2.2% | 124,040 | 0.3% | Finance |
VNO Vornado Realty Trust | $2,445,004 | $2,604,850 ▼ | -51.6% | 62,056 | 0.3% | Finance |
AY Atlantica Sustainable Infrastructure | $2,419,570 | $44,553 ▼ | -1.8% | 110,081 | 0.3% | Oils/Energy |
SPYV SPDR Portfolio S&P 500 Value ETF | $2,371,723 | $443,231 ▲ | 23.0% | 44,868 | 0.3% | ETF |
JNJ Johnson & Johnson | $2,336,344 | $1,657,659 ▲ | 244.2% | 14,417 | 0.3% | Medical |
LLY Eli Lilly and Company | $2,271,171 | $137,298 ▼ | -5.7% | 2,564 | 0.2% | Medical |
