IVV iShares Core S&P 500 ETF | $33,444,394 | $132,609 ▼ | -0.4% | 59,520 | 9.4% | ETF |
RSP Invesco S&P 500 Equal Weight ETF | $18,788,943 | $556,763 ▲ | 3.1% | 108,462 | 5.3% | ETF |
BRK.B Berkshire Hathaway | $17,750,359 | $229,009 ▼ | -1.3% | 33,329 | 5.0% | Finance |
SPY SPDR S&P 500 ETF Trust | $17,685,904 | $1,110,404 ▲ | 6.7% | 31,616 | 5.0% | Finance |
BKLC BNY Mellon US Large Cap Core Equity ETF | $14,066,382 | $189,675 ▲ | 1.4% | 132,302 | 4.0% | ETF |
AAPL Apple | $12,151,794 | $128,613 ▼ | -1.0% | 54,706 | 3.4% | Computer and Technology |
QQQ Invesco QQQ | $11,313,876 | $58,145 ▲ | 0.5% | 24,128 | 3.2% | Finance |
AMZN Amazon.com | $9,670,916 | $42,047 ▼ | -0.4% | 50,830 | 2.7% | Retail/Wholesale |
VYM Vanguard High Dividend Yield ETF | $7,172,110 | $48,360 ▲ | 0.7% | 55,615 | 2.0% | ETF |
IGM iShares Expanded Tech Sector ETF | $6,288,861 | $34,545 ▲ | 0.6% | 69,360 | 1.8% | ETF |
GLD SPDR Gold Shares | $6,079,754 | $91,340 ▲ | 1.5% | 21,100 | 1.7% | Finance |
NVDA NVIDIA | $5,933,478 | $87,137 ▲ | 1.5% | 54,747 | 1.7% | Computer and Technology |
VIG Vanguard Dividend Appreciation ETF | $5,710,907 | $4,850 ▲ | 0.1% | 29,439 | 1.6% | ETF |
MSFT Microsoft | $4,885,093 | $26,278 ▲ | 0.5% | 13,013 | 1.4% | Computer and Technology |
IYW iShares U.S. Technology ETF | $4,868,549 | $92,972 ▼ | -1.9% | 34,666 | 1.4% | Manufacturing |
GOOG Alphabet | $4,851,666 | $200,285 ▼ | -4.0% | 31,055 | 1.4% | Computer and Technology |
BTT Blackrock Municipal 2030 Target Term Trust | $4,827,277 | $130,373 ▼ | -2.6% | 227,380 | 1.4% | Financial Services |
USMV iShares MSCI USA Min Vol Factor ETF | $4,795,453 | $57,039 ▲ | 1.2% | 51,201 | 1.4% | ETF |
LLY Eli Lilly and Company | $4,710,315 | $154,450 ▲ | 3.4% | 5,703 | 1.3% | Medical |
ICSH iShares Ultra Short-Term Bond Active ETF | $4,215,301 | $17,441 ▲ | 0.4% | 83,142 | 1.2% | ETF |
VTI Vanguard Total Stock Market ETF | $4,147,641 | $223,721 ▼ | -5.1% | 15,091 | 1.2% | ETF |
EMR Emerson Electric | $3,920,726 | $46,049 ▼ | -1.2% | 35,760 | 1.1% | Industrials |
IWM iShares Russell 2000 ETF | $3,560,021 | $58,449 ▼ | -1.6% | 17,846 | 1.0% | Finance |
XLI Industrial Select Sector SPDR Fund | $3,231,109 | $20,447 ▼ | -0.6% | 24,652 | 0.9% | ETF |
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $3,056,329 | $316,426 ▲ | 11.5% | 27,016 | 0.9% | ETF |
MA Mastercard | $3,028,922 | $3,289 ▼ | -0.1% | 5,526 | 0.9% | Business Services |
FDN First Trust Dow Jones Internet Index Fund | $3,001,913 | $77,308 ▼ | -2.5% | 13,513 | 0.8% | ETF |
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | $2,932,527 | $31,765 ▲ | 1.1% | 77,457 | 0.8% | Manufacturing |
ABBV AbbVie | $2,626,879 | $7,333 ▼ | -0.3% | 12,538 | 0.7% | Medical |
AMLP Alerian MLP ETF | $2,591,797 | $59,367 ▲ | 2.3% | 49,900 | 0.7% | ETF |
JPM JPMorgan Chase & Co. | $2,507,398 | $165,819 ▼ | -6.2% | 10,222 | 0.7% | Finance |
META Meta Platforms | $2,484,955 | $136,612 ▲ | 5.8% | 4,311 | 0.7% | Computer and Technology |
SPLV Invesco S&P 500 Low Volatility ETF | $2,459,808 | $4,633 ▼ | -0.2% | 32,920 | 0.7% | ETF |
AIVL WisdomTree U.S. AI Enhanced Value Fund | $2,366,657 | $10,541 ▼ | -0.4% | 21,554 | 0.7% | Finance |
IVE iShares S&P 500 Value ETF | $2,332,432 | $90,904 ▼ | -3.8% | 12,239 | 0.7% | ETF |
MDY SPDR S&P MidCap 400 ETF Trust | $2,326,324 | $43,742 ▼ | -1.8% | 4,361 | 0.7% | ETF |
PAVE Global X U.S. Infrastructure Development ETF | $2,322,316 | $250,414 ▲ | 12.1% | 61,551 | 0.7% | ETF |
PGR Progressive | $2,267,268 | $42,170 ▼ | -1.8% | 8,011 | 0.6% | Finance |
IWF iShares Russell 1000 Growth ETF | $2,217,530 | $31,416 ▼ | -1.4% | 6,141 | 0.6% | ETF |
AIRR First Trust RBA American Industrial Renaissance ETF | $2,077,646 | $185,119 ▲ | 9.8% | 30,460 | 0.6% | Manufacturing |
DVY iShares Select Dividend ETF | $2,034,225 | $36,258 ▼ | -1.8% | 15,148 | 0.6% | ETF |
VBF Invesco Bond Fund | $1,987,211 | $193,203 ▲ | 10.8% | 128,539 | 0.6% | Finance |
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF | $1,925,512 | $55,877 ▼ | -2.8% | 62,476 | 0.5% | ETF |
XOM Exxon Mobil | $1,922,771 | $155,444 ▲ | 8.8% | 16,167 | 0.5% | Energy |
QQEW First Trust NASDAQ 100 Equal Weighted Index Fund | $1,881,111 | $695,485 ▲ | 58.7% | 15,555 | 0.5% | Manufacturing |
DIA SPDR Dow Jones Industrial Average ETF Trust | $1,796,795 | $1,680 ▼ | -0.1% | 4,279 | 0.5% | Finance |
TSLA Tesla | $1,668,472 | $56,756 ▼ | -3.3% | 6,438 | 0.5% | Auto/Tires/Trucks |
NOBL ProShares S&P 500 Aristocrats ETF | $1,664,003 | $941,590 ▼ | -36.1% | 16,285 | 0.5% | ETF |
BRK.A Berkshire Hathaway | $1,596,883 | | 0.0% | 2 | 0.5% | Finance |
FPE First Trust Preferred Securities and Income ETF | $1,596,492 | $86,490 ▲ | 5.7% | 90,761 | 0.5% | ETF |
RDVY First Trust NASDAQ Rising Dividend Achievers | $1,535,488 | $1,109,438 ▲ | 260.4% | 26,230 | 0.4% | Manufacturing |
V Visa | $1,510,141 | $89,368 ▼ | -5.6% | 4,309 | 0.4% | Business Services |
DLN WisdomTree U.S. LargeCap Dividend Fund | $1,476,430 | $14,286 ▼ | -1.0% | 18,602 | 0.4% | Finance |
NFLX Netflix | $1,446,354 | $933 ▲ | 0.1% | 1,551 | 0.4% | Consumer Discretionary |
IAU iShares Gold Trust | $1,442,574 | $10,908 ▲ | 0.8% | 24,467 | 0.4% | Finance |
XLV Health Care Select Sector SPDR Fund | $1,403,744 | $178,863 ▼ | -11.3% | 9,614 | 0.4% | ETF |
PG Procter & Gamble | $1,378,976 | $71,573 ▼ | -4.9% | 8,092 | 0.4% | Consumer Staples |
SCHD Schwab US Dividend Equity ETF | $1,370,268 | $37,550 ▲ | 2.8% | 49,008 | 0.4% | ETF |
FSIG First Trust Limited Duration Investment Grade Corporate ETF | $1,366,748 | $144,739 ▲ | 11.8% | 72,162 | 0.4% | ETF |
FGD First Trust DJ Global Select Dividend Index Fund | $1,315,038 | $170,732 ▲ | 14.9% | 54,340 | 0.4% | ETF |
GOOGL Alphabet | $1,267,067 | $155 ▼ | 0.0% | 8,194 | 0.4% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1,219,599 | $53,825 ▼ | -4.2% | 15,272 | 0.3% | Manufacturing |
JMST JPMorgan Ultra-Short Municipal ETF | $1,100,993 | $120,310 ▲ | 12.3% | 21,652 | 0.3% | ETF |
IVOO Vanguard S&P Mid-Cap 400 ETF | $1,077,409 | $16,878 ▲ | 1.6% | 10,916 | 0.3% | ETF |
PLPC Preformed Line Products | $1,071,829 | | 0.0% | 7,651 | 0.3% | Computer and Technology |
HYD VanEck High Yield Muni ETF | $1,021,553 | $73,699 ▲ | 7.8% | 19,960 | 0.3% | ETF |
ABT Abbott Laboratories | $1,010,262 | | 0.0% | 7,616 | 0.3% | Medical |
FTCS First Trust Capital Strength ETF | $1,002,420 | $6,902 ▼ | -0.7% | 11,183 | 0.3% | ETF |
STWD Starwood Property Trust | $991,800 | $96,300 ▲ | 10.8% | 50,167 | 0.3% | Finance |
CIBR First Trust Nasdaq Cybersecurity ETF | $972,262 | $6,426 ▲ | 0.7% | 15,433 | 0.3% | Manufacturing |
VO Vanguard Mid-Cap ETF | $952,979 | $58,187 ▼ | -5.8% | 3,685 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $944,042 | $114,582 ▲ | 13.8% | 20,680 | 0.3% | ETF |
UNH UnitedHealth Group | $940,926 | $87,966 ▼ | -8.5% | 1,797 | 0.3% | Medical |
MCD McDonald's | $936,485 | $625 ▲ | 0.1% | 2,998 | 0.3% | Retail/Wholesale |
OKE ONEOK | $934,597 | $80,273 ▼ | -7.9% | 9,419 | 0.3% | Energy |
VOO Vanguard S&P 500 ETF | $912,804 | $35,978 ▲ | 4.1% | 1,776 | 0.3% | ETF |
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF | $893,077 | | 0.0% | 8,241 | 0.3% | ETF |
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $881,593 | $881,593 ▲ | New Holding | 38,247 | 0.2% | ETF |
PKW Invesco BuyBack Achievers ETF | $845,482 | $263,875 ▼ | -23.8% | 7,504 | 0.2% | ETF |
RFI Cohen & Steers Total Return Realty Fund | $837,663 | $96,586 ▲ | 13.0% | 69,286 | 0.2% | Finance |
FUMB First Trust Ultra Short Duration Municipal ETF | $782,198 | $160,760 ▲ | 25.9% | 38,925 | 0.2% | ETF |
AVGO Broadcom | $774,461 | $50,559 ▲ | 7.0% | 4,626 | 0.2% | Computer and Technology |
COST Costco Wholesale | $772,995 | $30,276 ▲ | 4.1% | 817 | 0.2% | Retail/Wholesale |
XLF Financial Select Sector SPDR Fund | $747,545 | $62,760 ▲ | 9.2% | 15,008 | 0.2% | ETF |
UTWO US Treasury 2 Year Note ETF | $745,226 | $24,235 ▲ | 3.4% | 15,375 | 0.2% | ETF |
XLE Energy Select Sector SPDR Fund | $726,653 | $74,291 ▼ | -9.3% | 7,776 | 0.2% | ETF |
IRM Iron Mountain | $718,622 | $415,496 ▼ | -36.6% | 8,352 | 0.2% | Business Services |
KXI iShares Global Consumer Staples ETF | $715,759 | | 0.0% | 11,175 | 0.2% | ETF |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | $687,586 | | 0.0% | 8,526 | 0.2% | ETF |
IJR iShares Core S&P Small-Cap ETF | $684,576 | $35,865 ▼ | -5.0% | 6,547 | 0.2% | ETF |
ITA iShares U.S. Aerospace & Defense ETF | $682,520 | $4,287 ▲ | 0.6% | 4,458 | 0.2% | ETF |
UWM ProShares Ultra Russell 2000 | $682,009 | $71,328 ▲ | 11.7% | 20,395 | 0.2% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $678,136 | $33,880 ▲ | 5.3% | 7,706 | 0.2% | ETF |
FITE SPDR Kensho Future Security ETF | $671,552 | $37,671 ▲ | 5.9% | 10,696 | 0.2% | ETF |
WUGI AXS Esoterica NextG Economy ETF | $667,094 | $4,261 ▲ | 0.6% | 10,176 | 0.2% | ETF |
ROKT SPDR S&P Kensho Final Frontiers ETF | $649,589 | $649,589 ▲ | New Holding | 12,178 | 0.2% | ETF |
PEP PepsiCo | $643,842 | $46,181 ▼ | -6.7% | 4,294 | 0.2% | Consumer Staples |
VEEV Veeva Systems | $576,295 | $4,169 ▼ | -0.7% | 2,488 | 0.2% | Medical |
SPHQ Invesco S&P 500 Quality ETF | $562,961 | $531 ▲ | 0.1% | 8,486 | 0.2% | ETF |
APH Amphenol | $560,220 | $7,805 ▲ | 1.4% | 8,541 | 0.2% | Computer and Technology |
