RSP Invesco S&P 500 Equal Weight ETF | $2,935,621 | 16,753 | 2.9% | ETF |
TCAF T. Rowe Price Capital Appreciation Equity ETF | $2,825,927 | 84,939 | 2.8% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $2,753,836 | 34,027 | 2.7% | Manufacturing |
FNDX Schwab Fundamental U.S. Large Company Index ETF | $2,627,124 | 110,943 | 2.6% | ETF |
FNDF Schwab Fundamental International Large Company Index ETF | $2,604,606 | 78,428 | 2.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $2,530,336 | 4,317 | 2.5% | Finance |
BRK.B Berkshire Hathaway | $2,525,676 | 5,572 | 2.5% | Finance |
IQLT iShares MSCI Intl Quality Factor ETF | $2,407,283 | 64,851 | 2.4% | ETF |
GOOGL Alphabet | $2,302,092 | 12,161 | 2.3% | Computer and Technology |
DFAE Dimensional Emerging Core Equity Market ETF | $2,075,083 | 81,793 | 2.0% | ETF |
AAPL Apple | $2,046,647 | 8,173 | 2.0% | Computer and Technology |
2023 ETF SERIES TRUST II
| $2,009,815 | 62,866 | 2.0% | GMO US QUALITY E |
EFV iShares MSCI EAFE Value ETF | $1,871,648 | 35,671 | 1.8% | ETF |
IVV iShares Core S&P 500 ETF | $1,843,248 | 3,131 | 1.8% | ETF |
VXUS Vanguard Total International Stock ETF | $1,809,210 | 30,701 | 1.8% | ETF |
EAGG iShares ESG Aware U.S. Aggregate Bond ETF | $1,767,085 | 38,051 | 1.7% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $1,758,379 | 23,094 | 1.7% | Manufacturing |
VUG Vanguard Growth ETF | $1,728,587 | 4,212 | 1.7% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,610,837 | 58,962 | 1.6% | ETF |
VTI Vanguard Total Stock Market ETF | $1,539,481 | 5,312 | 1.5% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,528,256 | 7,804 | 1.5% | ETF |
ESGV Vanguard ESG US Stock ETF | $1,507,591 | 14,373 | 1.5% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,244,953 | 16,112 | 1.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $1,201,311 | 17,093 | 1.2% | ETF |
VOO Vanguard S&P 500 ETF | $1,167,966 | 2,168 | 1.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,139,709 | 15,074 | 1.1% | Finance |
CVX Chevron | $1,106,578 | 7,640 | 1.1% | Oils/Energy |
CRMD CorMedix | $1,020,722 | 126,015 | 1.0% | Medical |
MSFT Microsoft | $998,112 | 2,368 | 1.0% | Computer and Technology |
XMHQ Invesco S&P MidCap Quality ETF | $963,061 | 9,780 | 0.9% | ETF |
GLD SPDR Gold Shares | $935,348 | 3,863 | 0.9% | Finance |
MUB iShares National Muni Bond ETF | $928,702 | 8,716 | 0.9% | ETF |
VTV Vanguard Value ETF | $912,929 | 5,392 | 0.9% | ETF |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $907,829 | 46,723 | 0.9% | ETF |
MMC Marsh & McLennan Companies | $854,313 | 4,022 | 0.8% | Finance |
VTEB Vanguard Tax-Exempt Bond ETF | $833,361 | 16,624 | 0.8% | ETF |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $829,448 | 41,205 | 0.8% | ETF |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $810,157 | 41,589 | 0.8% | ETF |
SPHQ Invesco S&P 500 Quality ETF | $806,807 | 12,037 | 0.8% | ETF |
VGT Vanguard Information Technology ETF | $804,279 | 1,293 | 0.8% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $798,708 | 12,818 | 0.8% | ETF |
VOE Vanguard Mid-Cap Value ETF | $764,406 | 4,725 | 0.8% | ETF |
XOM Exxon Mobil | $745,841 | 6,934 | 0.7% | Oils/Energy |
AGG iShares Core U.S. Aggregate Bond ETF | $669,062 | 6,905 | 0.7% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $657,983 | 6,238 | 0.6% | ETF |
EFG iShares MSCI EAFE Growth ETF | $644,723 | 6,658 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $632,310 | 2,632 | 0.6% | ETF |
BSCT Invesco BulletShares 2029 Corporate Bond ETF | $629,523 | 34,325 | 0.6% | ETF |
SMLF iShares U.S. Small Cap Equity Factor ETF | $620,136 | 9,187 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $602,347 | 5,228 | 0.6% | ETF |
AMZN Amazon.com | $596,302 | 2,718 | 0.6% | Retail/Wholesale |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $546,847 | 26,482 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $533,489 | 10,319 | 0.5% | Manufacturing |
COST Costco Wholesale | $516,795 | 564 | 0.5% | Retail/Wholesale |
ADI Analog Devices | $501,831 | 2,362 | 0.5% | Computer and Technology |
DFAS Dimensional U.S. Small Cap ETF | $492,864 | 7,573 | 0.5% | ETF |
DFUS Dimensional U.S. Equity ETF | $491,302 | 7,707 | 0.5% | ETF |
MRK Merck & Co., Inc. | $473,857 | 4,763 | 0.5% | Medical |
RTX RTX | $454,744 | 3,930 | 0.4% | Aerospace |
PM Philip Morris International | $448,785 | 3,729 | 0.4% | Consumer Staples |
WMT Walmart | $438,378 | 4,852 | 0.4% | Retail/Wholesale |
RVMD Revolution Medicines | $437,400 | 10,000 | 0.4% | Medical |
DFLV Dimensional US Large Cap Value ETF | $427,928 | 14,250 | 0.4% | ETF |
FBND Fidelity Total Bond ETF | $421,363 | 9,391 | 0.4% | ETF |
PEP PepsiCo | $420,598 | 2,766 | 0.4% | Consumer Staples |
PG Procter & Gamble | $420,131 | 2,506 | 0.4% | Consumer Staples |
VUSB Vanguard Ultra-Short Bond ETF | $407,878 | 8,220 | 0.4% | ETF |
SCHF Schwab International Equity ETF | $391,810 | 21,179 | 0.4% | ETF |
IBM International Business Machines | $385,802 | 1,755 | 0.4% | Computer and Technology |
BJUL Innovator U.S. Equity Buffer ETF - July | $342,648 | 7,690 | 0.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $319,587 | 6,683 | 0.3% | ETF |
AVGO Broadcom | $312,984 | 1,350 | 0.3% | Computer and Technology |
META Meta Platforms | $311,156 | 531 | 0.3% | Computer and Technology |
DFIC Dimensional International Core Equity 2 ETF | $309,176 | 11,963 | 0.3% | ETF |
DIA SPDR Dow Jones Industrial Average ETF Trust | $299,341 | 704 | 0.3% | Finance |
ORCL Oracle | $290,953 | 1,746 | 0.3% | Computer and Technology |
MCD McDonald's | $289,890 | 1,000 | 0.3% | Retail/Wholesale |
UNP Union Pacific | $270,683 | 1,187 | 0.3% | Transportation |
NEE NextEra Energy | $255,575 | 3,565 | 0.3% | Utilities |
CARR Carrier Global | $255,019 | 3,736 | 0.3% | Computer and Technology |
DFAC Dimensional U.S. Core Equity 2 ETF | $244,586 | 7,071 | 0.2% | ETF |
IMTM iShares MSCI Intl Momentum Factor ETF | $243,698 | 6,516 | 0.2% | ETF |
IWN iShares Russell 2000 Value ETF | $237,804 | 1,449 | 0.2% | ETF |
V Visa | $237,030 | 750 | 0.2% | Business Services |
LLY Eli Lilly and Company | $237,004 | 307 | 0.2% | Medical |
QQQ Invesco QQQ | $236,087 | 462 | 0.2% | Finance |
DELL Dell Technologies | $233,246 | 2,024 | 0.2% | Computer and Technology |
JNJ Johnson & Johnson | $233,169 | 1,612 | 0.2% | Medical |
IVW iShares S&P 500 Growth ETF | $227,323 | 2,239 | 0.2% | ETF |
DFEV Dimensional Emerging Markets Value ETF | $225,215 | 8,593 | 0.2% | ETF |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $200,680 | 8,514 | 0.2% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $200,467 | 8,494 | 0.2% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $200,152 | 8,579 | 0.2% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $199,661 | 8,704 | 0.2% | ETF |
VGIT Vanguard Intermediate-Term Treasury Index ETF | $199,404 | 3,438 | 0.2% | ETF |
BSMU Invesco BulletShares 2030 Municipal Bond ETF | $199,183 | 9,171 | 0.2% | Manufacturing |
CAT Caterpillar | $198,067 | 546 | 0.2% | Industrial Products |
VIS Vanguard Industrials ETF | $195,372 | 768 | 0.2% | ETF |
DIS Walt Disney | $190,738 | 1,713 | 0.2% | Consumer Discretionary |
PSA Public Storage | $190,332 | 636 | 0.2% | Finance |
AVY Avery Dennison | $188,250 | 1,006 | 0.2% | Industrial Products |
MDY SPDR S&P MidCap 400 ETF Trust | $187,051 | 328 | 0.2% | ETF |
VZ Verizon Communications | $180,843 | 4,522 | 0.2% | Computer and Technology |
FSTA Fidelity MSCI Consumer Staples Index ETF | $180,341 | 3,648 | 0.2% | ETF |
HSIC Henry Schein | $176,460 | 2,550 | 0.2% | Medical |
JPM JPMorgan Chase & Co. | $174,269 | 727 | 0.2% | Finance |
EMR Emerson Electric | $173,502 | 1,400 | 0.2% | Industrial Products |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | $173,286 | 3,579 | 0.2% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $171,389 | 926 | 0.2% | ETF |
GIS General Mills | $171,159 | 2,684 | 0.2% | Consumer Staples |
TSLA Tesla | $163,959 | 406 | 0.2% | Auto/Tires/Trucks |
ETN Eaton | $160,957 | 485 | 0.2% | Industrial Products |
MMM 3M | $152,455 | 1,181 | 0.1% | Multi-Sector Conglomerates |
BSX Boston Scientific | $150,594 | 1,686 | 0.1% | Medical |
GE General Electric | $149,322 | 895 | 0.1% | Transportation |
GOOG Alphabet | $149,115 | 783 | 0.1% | Computer and Technology |
BMY Bristol-Myers Squibb | $146,038 | 2,582 | 0.1% | Medical |
TJX TJX Companies | $139,294 | 1,153 | 0.1% | Retail/Wholesale |
OTIS Otis Worldwide | $135,488 | 1,463 | 0.1% | Construction |
FHTX Foghorn Therapeutics | $134,383 | 28,471 | 0.1% | Medical |
IWO iShares Russell 2000 Growth ETF | $130,350 | 453 | 0.1% | ETF |
HON Honeywell International | $129,209 | 572 | 0.1% | Multi-Sector Conglomerates |
NVDA NVIDIA | $126,368 | 941 | 0.1% | Computer and Technology |
UTWO US Treasury 2 Year Note ETF | $125,096 | 2,603 | 0.1% | ETF |
ALL Allstate | $125,034 | 649 | 0.1% | Finance |
ELV Elevance Health | $124,688 | 338 | 0.1% | Medical |
AEE Ameren | $120,339 | 1,350 | 0.1% | Utilities |
KO Coca-Cola | $118,605 | 1,905 | 0.1% | Consumer Staples |
GILD Gilead Sciences | $117,864 | 1,276 | 0.1% | Medical |
BAC Bank of America | $117,107 | 2,665 | 0.1% | Finance |
CSCO Cisco Systems | $112,954 | 1,908 | 0.1% | Computer and Technology |
ADBE Adobe | $112,504 | 253 | 0.1% | Computer and Technology |
T AT&T | $109,319 | 4,801 | 0.1% | Computer and Technology |
WMB Williams Companies | $105,534 | 1,950 | 0.1% | Oils/Energy |
SYY Sysco | $104,903 | 1,372 | 0.1% | Consumer Staples |
IWF iShares Russell 1000 Growth ETF | $102,927 | 256 | 0.1% | ETF |
BND Vanguard Total Bond Market ETF | $102,783 | 1,429 | 0.1% | ETF |
TMUS T-Mobile US | $101,757 | 461 | 0.1% | Computer and Technology |
SCHM Schwab U.S. Mid-Cap ETF | $100,640 | 3,632 | 0.1% | ETF |
NFG National Fuel Gas | $100,183 | 1,651 | 0.1% | Oils/Energy |
FFIV F5 | $99,079 | 394 | 0.1% | Computer and Technology |
TSM Taiwan Semiconductor Manufacturing | $97,363 | 493 | 0.1% | Computer and Technology |
WM Waste Management | $96,791 | 480 | 0.1% | Business Services |
SCHB Schwab US Broad Market ETF | $96,157 | 4,236 | 0.1% | ETF |
CHD Church & Dwight | $89,946 | 859 | 0.1% | Consumer Staples |
CB Chubb | $89,798 | 325 | 0.1% | Finance |
PGR Progressive | $88,656 | 370 | 0.1% | Finance |
UDR UDR | $87,124 | 2,007 | 0.1% | Finance |
CL Colgate-Palmolive | $86,910 | 956 | 0.1% | Consumer Staples |
XSD SPDR S&P Semiconductor ETF | $86,709 | 349 | 0.1% | ETF |
SNA Snap-on | $86,228 | 254 | 0.1% | Consumer Discretionary |
BSCU Invesco BulletShares 2030 Corporate Bond ETF | $85,201 | 5,205 | 0.1% | Manufacturing |
BSCV Invesco BulletShares 2031 Corporate Bond ETF | $85,078 | 5,301 | 0.1% | ETF |
BSCW Invesco BulletShares 2032 Corporate Bond ETF | $84,989 | 4,226 | 0.1% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $83,872 | 3,356 | 0.1% | ETF |
VMC Vulcan Materials | $83,600 | 325 | 0.1% | Construction |
EA Electronic Arts | $82,660 | 565 | 0.1% | Consumer Discretionary |
DVA DaVita | $81,505 | 545 | 0.1% | Medical |
PNC The PNC Financial Services Group | $81,383 | 422 | 0.1% | Finance |
CME CME Group | $81,048 | 349 | 0.1% | Finance |
MDLZ Mondelez International | $80,516 | 1,348 | 0.1% | Consumer Staples |
RSG Republic Services | $80,472 | 400 | 0.1% | Business Services |
UNH UnitedHealth Group | $79,420 | 157 | 0.1% | Medical |
SYK Stryker | $77,771 | 216 | 0.1% | Medical |
TSCO Tractor Supply | $76,141 | 1,435 | 0.1% | Retail/Wholesale |
ITW Illinois Tool Works | $76,068 | 300 | 0.1% | Industrial Products |
MA Mastercard | $75,826 | 144 | 0.1% | Business Services |
SPSB SPDR Portfolio Short Term Corporate Bond ETF | $75,665 | 2,534 | 0.1% | ETF |
LVS Las Vegas Sands | $74,729 | 1,455 | 0.1% | Consumer Discretionary |
SDG iShares MSCI Global Sustainable Development Goals ETF | $74,333 | 1,039 | 0.1% | Manufacturing |
VPU Vanguard Utilities ETF | $73,089 | 447 | 0.1% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $72,533 | 2,724 | 0.1% | ETF |
VTWO Vanguard Russell 2000 ETF | $71,738 | 803 | 0.1% | ETF |
THE CAMPBELLS COMPANY
| $70,861 | 1,692 | 0.1% | COM |
MO Altria Group | $70,592 | 1,350 | 0.1% | Consumer Staples |
XLU Utilities Select Sector SPDR Fund | $70,268 | 928 | 0.1% | ETF |
QCOM QUALCOMM | $69,241 | 451 | 0.1% | Computer and Technology |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $68,983 | 1,261 | 0.1% | ETF |
MNST Monster Beverage | $66,751 | 1,270 | 0.1% | Consumer Staples |
OMC Omnicom Group | $66,595 | 774 | 0.1% | Business Services |
NSC Norfolk Southern | $65,716 | 280 | 0.1% | Transportation |
J Jacobs Solutions | $65,340 | 489 | 0.1% | Business Services |
ES Eversource Energy | $65,126 | 1,134 | 0.1% | Utilities |
SAP SAP | $64,507 | 262 | 0.1% | Computer and Technology |
SCHO Schwab Short-Term U.S. Treasury ETF | $64,245 | 2,670 | 0.1% | ETF |
MPC Marathon Petroleum | $64,170 | 460 | 0.1% | Oils/Energy |
SHY iShares 1-3 Year Treasury Bond ETF | $63,890 | 779 | 0.1% | Manufacturing |
PCAR PACCAR | $63,868 | 614 | 0.1% | Auto/Tires/Trucks |
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | $63,420 | 1,284 | 0.1% | ETF |
ZTS Zoetis | $62,935 | 386 | 0.1% | Medical |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $61,693 | 864 | 0.1% | ETF |
XLE Energy Select Sector SPDR Fund | $60,272 | 704 | 0.1% | ETF |
MGK Vanguard Mega Cap Growth ETF | $59,753 | 174 | 0.1% | ETF |
XYL Xylem | $59,402 | 512 | 0.1% | Business Services |
VEEV Veeva Systems | $59,291 | 282 | 0.1% | Medical |
ICLN iShares Global Clean Energy ETF | $58,524 | 5,143 | 0.1% | ETF |
VAW Vanguard Materials ETF | $57,291 | 305 | 0.1% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $56,969 | 884 | 0.1% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $56,450 | 1,282 | 0.1% | ETF |
AXP American Express | $56,390 | 190 | 0.1% | Finance |
GTLS Chart Industries | $55,836 | 293 | 0.1% | Industrial Products |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $55,596 | 1,238 | 0.1% | ETF |
TM Toyota Motor | $55,464 | 285 | 0.1% | Auto/Tires/Trucks |
IWR iShares Russell Mid-Cap ETF | $54,985 | 622 | 0.1% | ETF |
FBIN Fortune Brands Innovations | $54,664 | 800 | 0.1% | Retail/Wholesale |
FNDA Schwab Fundamental U.S. Small Company Index ETF | $54,292 | 1,828 | 0.1% | ETF |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $54,262 | 1,145 | 0.1% | Finance |
SCHA Schwab US Small-Cap ETF | $53,890 | 2,084 | 0.1% | ETF |
BIIB Biogen | $53,522 | 350 | 0.1% | Medical |
REGN Regeneron Pharmaceuticals | $53,425 | 75 | 0.1% | Medical |
SLB Schlumberger | $53,369 | 1,392 | 0.1% | Oils/Energy |
AGIO Agios Pharmaceuticals | $52,773 | 1,606 | 0.1% | Medical |
PFE Pfizer | $52,583 | 1,982 | 0.1% | Medical |
IPAC iShares Core MSCI Pacific ETF | $52,381 | 857 | 0.1% | ETF |
AMGN Amgen | $52,128 | 200 | 0.1% | Medical |
HAL Halliburton | $52,014 | 1,913 | 0.1% | Oils/Energy |
GE VERNOVA INC
| $51,971 | 158 | 0.1% | COM |
MOH Molina Healthcare | $51,807 | 178 | 0.1% | Medical |
COKE Coca-Cola Consolidated | $51,660 | 41 | 0.1% | Consumer Staples |
ACM AECOM | $51,274 | 480 | 0.1% | Construction |
HPQ HP | $50,185 | 1,538 | 0.0% | Computer and Technology |
F Ford Motor | $49,303 | 4,980 | 0.0% | Auto/Tires/Trucks |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $48,730 | 500 | 0.0% | ETF |
BP BP | $48,065 | 1,626 | 0.0% | Oils/Energy |
HII Huntington Ingalls Industries | $47,998 | 254 | 0.0% | Aerospace |
LW Lamb Weston | $46,981 | 703 | 0.0% | Consumer Staples |
IEMG iShares Core MSCI Emerging Markets ETF | $46,850 | 897 | 0.0% | ETF |
CHTR Charter Communications | $44,903 | 131 | 0.0% | Consumer Discretionary |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | $44,763 | 1,035 | 0.0% | ETF |
GS The Goldman Sachs Group | $44,664 | 78 | 0.0% | Finance |
IWM iShares Russell 2000 ETF | $44,482 | 201 | 0.0% | Finance |
OKTA Okta | $44,128 | 560 | 0.0% | Computer and Technology |
KMI Kinder Morgan | $44,032 | 1,607 | 0.0% | Oils/Energy |
VRTX Vertex Pharmaceuticals | $43,492 | 108 | 0.0% | Medical |
VDC Vanguard Consumer Staples ETF | $42,276 | 200 | 0.0% | ETF |
SPG Simon Property Group | $40,814 | 237 | 0.0% | Finance |
IMO Imperial Oil | $40,779 | 662 | 0.0% | Oils/Energy |
RKLB Rocket Lab USA | $39,988 | 1,570 | 0.0% | Aerospace |
TOST Toast | $39,869 | 1,094 | 0.0% | Computer and Technology |
VYM Vanguard High Dividend Yield ETF | $39,170 | 307 | 0.0% | ETF |
WAB Westinghouse Air Brake Technologies | $38,866 | 205 | 0.0% | Transportation |
FCX Freeport-McMoRan | $38,842 | 1,020 | 0.0% | Basic Materials |
CSX CSX | $38,724 | 1,200 | 0.0% | Transportation |
SPTS SPDR Portfolio Short Term Treasury ETF | $38,145 | 1,315 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $37,771 | 143 | 0.0% | ETF |
ADP Automatic Data Processing | $37,177 | 127 | 0.0% | Business Services |
WPC W. P. Carey | $36,665 | 673 | 0.0% | Finance |
WSO Watsco | $36,016 | 76 | 0.0% | Construction |
COP ConocoPhillips | $35,800 | 361 | 0.0% | Oils/Energy |
PEG Public Service Enterprise Group | $35,419 | 419 | 0.0% | Utilities |
ABT Abbott Laboratories | $33,707 | 298 | 0.0% | Medical |
MAR Marriott International | $33,473 | 120 | 0.0% | Consumer Discretionary |
PHO Invesco Water Resources ETF | $32,895 | 500 | 0.0% | ETF |
PRU Prudential Financial | $32,714 | 276 | 0.0% | Finance |
BIP Brookfield Infrastructure Partners | $31,758 | 999 | 0.0% | Finance |
ITM VanEck Intermediate Muni ETF | $31,164 | 676 | 0.0% | ETF |
SPH Suburban Propane Partners | $30,960 | 1,800 | 0.0% | Oils/Energy |
WFC.PL Wells Fargo & Co. Pfd. Series L | $29,858 | 25 | 0.0% | Finance |
AMP Ameriprise Financial | $29,816 | 56 | 0.0% | Finance |
HD Home Depot | $28,396 | 73 | 0.0% | Retail/Wholesale |
CMCSA Comcast | $28,260 | 753 | 0.0% | Consumer Discretionary |
XCEM Columbia EM Core ex-China ETF | $28,115 | 950 | 0.0% | ETF |
CEG Constellation Energy | $27,069 | 121 | 0.0% | Oils/Energy |
COIN Coinbase Global | $26,816 | 108 | 0.0% | Finance |
CPNG Coupang | $26,376 | 1,200 | 0.0% | Retail/Wholesale |
XLRE Real Estate Select Sector SPDR Fund | $26,327 | 647 | 0.0% | ETF |
VHT Vanguard Health Care ETF | $25,876 | 102 | 0.0% | ETF |
REMX VanEck Rare Earth/Strategic Metals ETF | $24,264 | 622 | 0.0% | ETF |
AMD Advanced Micro Devices | $23,433 | 194 | 0.0% | Computer and Technology |
VXF Vanguard Extended Market ETF | $23,388 | 123 | 0.0% | ETF |
INCO Columbia India Consumer ETF | $22,952 | 356 | 0.0% | ETF |
CAH Cardinal Health | $22,944 | 194 | 0.0% | Medical |
TMO Thermo Fisher Scientific | $22,890 | 44 | 0.0% | Medical |
CCI Crown Castle | $22,690 | 250 | 0.0% | Finance |
PHG Koninklijke Philips | $22,332 | 882 | 0.0% | Medical |
C Citigroup | $21,634 | 307 | 0.0% | Finance |
VV Vanguard Large-Cap ETF | $21,576 | 80 | 0.0% | ETF |
TDG TransDigm Group | $21,544 | 17 | 0.0% | Aerospace |
D Dominion Energy | $21,544 | 400 | 0.0% | Utilities |
IP International Paper | $21,528 | 400 | 0.0% | Basic Materials |
FDX FedEx | $21,100 | 75 | 0.0% | Transportation |
SDY SPDR S&P Dividend ETF | $20,907 | 158 | 0.0% | ETF |
MDT Medtronic | $20,785 | 260 | 0.0% | Medical |
GM General Motors | $20,669 | 388 | 0.0% | Auto/Tires/Trucks |
RLAY Relay Therapeutics | $20,600 | 5,000 | 0.0% | Medical |
DE Deere & Company | $20,338 | 48 | 0.0% | Industrial Products |
DBA Invesco DB Agriculture Fund | $20,224 | 761 | 0.0% | Finance |
CVS CVS Health | $20,201 | 450 | 0.0% | Medical |
TGT Target | $19,871 | 147 | 0.0% | Retail/Wholesale |
DBC Invesco DB Commodity Index Tracking Fund | $19,621 | 918 | 0.0% | Finance |
EEM iShares MSCI Emerging Markets ETF | $19,118 | 457 | 0.0% | Finance |
MCO Moody's | $18,935 | 40 | 0.0% | Finance |
HXL Hexcel | $18,810 | 300 | 0.0% | Aerospace |
ECL Ecolab | $18,746 | 80 | 0.0% | Basic Materials |
LOW Lowe's Companies | $18,510 | 75 | 0.0% | Retail/Wholesale |
ACAD ACADIA Pharmaceuticals | $18,350 | 1,000 | 0.0% | Medical |
IBB iShares Biotechnology ETF | $17,866 | 135 | 0.0% | Finance |
SBUX Starbucks | $17,794 | 195 | 0.0% | Retail/Wholesale |
ABBV AbbVie | $17,770 | 100 | 0.0% | Medical |
WTRG Essential Utilities | $17,506 | 482 | 0.0% | Utilities |
AEM Agnico Eagle Mines | $17,206 | 220 | 0.0% | Basic Materials |
PYPL PayPal | $17,070 | 200 | 0.0% | Computer and Technology |
MKSI MKS Instruments | $16,911 | 162 | 0.0% | Computer and Technology |
IHDG WisdomTree International Hedged Quality Dividend Growth Fund | $16,801 | 386 | 0.0% | Finance |
REZ iShares Residential and Multisector Real Estate ETF | $16,458 | 203 | 0.0% | ETF |
LEN Lennar | $16,364 | 120 | 0.0% | Construction |
CI The Cigna Group | $16,292 | 59 | 0.0% | Medical |
BOX BOX | $15,800 | 500 | 0.0% | Computer and Technology |
STT State Street | $15,547 | 158 | 0.0% | Finance |
NU NU | $15,385 | 1,485 | 0.0% | Finance |
GSL Global Ship Lease | $15,216 | 697 | 0.0% | Transportation |
LAM RESEARCH CORP
| $15,168 | 210 | 0.0% | COM NEW |
DAC Danaos | $15,133 | 189 | 0.0% | Transportation |
AMPLIFY ETF TR
| $14,898 | 200 | 0.0% | AMPLIFY CYBERSEC |
WAT Waters | $14,839 | 40 | 0.0% | Medical |
ISHARES BITCOIN TRUST ETF
| $14,430 | 272 | 0.0% | SHS BEN INT |
MKL Markel Group | $13,810 | 8 | 0.0% | Multi-Sector Conglomerates |
DHR Danaher | $13,773 | 60 | 0.0% | Medical |
CCL Carnival Co. & | $13,706 | 550 | 0.0% | Consumer Discretionary |
ROP Roper Technologies | $13,516 | 26 | 0.0% | Computer and Technology |
QS QuantumScape | $13,482 | 2,598 | 0.0% | Auto/Tires/Trucks |
S SentinelOne | $13,320 | 600 | 0.0% | Computer and Technology |
BK Bank of New York Mellon | $12,984 | 169 | 0.0% | Finance |
SEIC SEI Investments | $12,537 | 152 | 0.0% | Finance |
CNC Centene | $12,237 | 202 | 0.0% | Medical |
CMI Cummins | $12,201 | 35 | 0.0% | Auto/Tires/Trucks |
CRM Salesforce | $12,036 | 36 | 0.0% | Computer and Technology |
MBC MasterBrand | $11,688 | 800 | 0.0% | Consumer Discretionary |
IRBO iShares Robotics and Artificial Intelligence Multisector ETF | $11,641 | 314 | 0.0% | Manufacturing |
PSX Phillips 66 | $11,393 | 100 | 0.0% | Oils/Energy |
TSN Tyson Foods | $10,971 | 191 | 0.0% | Consumer Staples |
PERIMETER SOLUTIONS INC
| $10,595 | 829 | 0.0% | COMMON STOCK |
APT Alpha Pro Tech | $10,580 | 2,000 | 0.0% | Industrial Products |
BTZ BlackRock Credit Allocation Income Trust | $10,460 | 1,000 | 0.0% | Financial Services |
VRSN VeriSign | $10,348 | 50 | 0.0% | Computer and Technology |
WWD Woodward | $9,985 | 60 | 0.0% | Aerospace |
VSGX Vanguard ESG International Stock ETF | $9,923 | 175 | 0.0% | ETF |
FTGC First Trust Global Tactical Commodity Strategy Fund | $9,907 | 414 | 0.0% | Manufacturing |
IAU iShares Gold Trust | $9,902 | 200 | 0.0% | Finance |
LMT Lockheed Martin | $9,719 | 20 | 0.0% | Aerospace |
FANG Diamondback Energy | $9,666 | 59 | 0.0% | Oils/Energy |
TXN Texas Instruments | $9,563 | 51 | 0.0% | Computer and Technology |
USO United States Oil Fund | $9,444 | 125 | 0.0% | ETF |
SOCL Global X Social Media Index ETF | $9,429 | 223 | 0.0% | ETF |
CRL Charles River Laboratories International | $9,415 | 51 | 0.0% | Medical |
AMENTUM HOLDINGS INC
| $9,127 | 434 | 0.0% | COM |
RQI Cohen & Steers Quality Income Realty Fund | $9,058 | 740 | 0.0% | Financial Services |
UBER Uber Technologies | $9,048 | 150 | 0.0% | Computer and Technology |
TROW T. Rowe Price Group | $9,047 | 80 | 0.0% | Finance |
GFS GlobalFoundries | $9,011 | 210 | 0.0% | Computer and Technology |
HSY Hershey | $8,976 | 53 | 0.0% | Consumer Staples |
SWKS Skyworks Solutions | $8,868 | 100 | 0.0% | Computer and Technology |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | $8,322 | 380 | 0.0% | ETF |
CROX Crocs | $8,215 | 75 | 0.0% | Consumer Discretionary |
TER Teradyne | $8,185 | 65 | 0.0% | Computer and Technology |
SHW Sherwin-Williams | $8,158 | 24 | 0.0% | Basic Materials |
BIZD VanEck BDC Income ETF | $7,982 | 480 | 0.0% | ETF |
NKE NIKE | $7,870 | 104 | 0.0% | Consumer Discretionary |
BTO John Hancock Financial Opportunities Fund | $7,852 | 220 | 0.0% | Finance |
ROBO ROBO Global Robotics & Automation ETF | $7,539 | 134 | 0.0% | ETF |
LPX Louisiana-Pacific | $7,352 | 71 | 0.0% | Construction |
IEP Icahn Enterprises | $7,205 | 831 | 0.0% | Multi-Sector Conglomerates |
FINX Global X FinTech Thematic ETF | $7,138 | 229 | 0.0% | Manufacturing |
SCHW Charles Schwab | $7,105 | 96 | 0.0% | Finance |
THR Thermon Group | $7,077 | 246 | 0.0% | Computer and Technology |
WFC Wells Fargo & Company | $6,954 | 99 | 0.0% | Finance |
USA Liberty All-Star Equity Fund | $6,950 | 1,000 | 0.0% | Finance |
JPC Nuveen Preferred & Income Opportunities Fund | $6,917 | 880 | 0.0% | Financial Services |
EPD Enterprise Products Partners | $6,899 | 220 | 0.0% | Oils/Energy |
THQ Abrdn Healthcare Opportunities Fund | $6,793 | 360 | 0.0% | Financial Services |
GDX VanEck Gold Miners ETF | $6,782 | 200 | 0.0% | ETF |
SIRIUSXM HOLDINGS INC
| $6,612 | 290 | 0.0% | COMMON STOCK |
KVUE Kenvue | $6,362 | 298 | 0.0% | Consumer Staples |
REAVES UTIL INCOME FD
| $6,338 | 200 | 0.0% | COM SH BEN INT |
DLTR Dollar Tree | $6,145 | 82 | 0.0% | Retail/Wholesale |
UPS United Parcel Service | $6,053 | 48 | 0.0% | Transportation |
NERD Roundhill Video Games ETF | $5,993 | 303 | 0.0% | ETF |
ARCC Ares Capital | $5,910 | 270 | 0.0% | Finance |
ARKG ARK Genomic Revolution ETF | $5,886 | 250 | 0.0% | ETF |
APO Apollo Global Management | $5,781 | 35 | 0.0% | Finance |
VBR Vanguard Small-Cap Value ETF | $5,549 | 28 | 0.0% | ETF |
VONV Vanguard Russell 1000 Value | $5,363 | 66 | 0.0% | ETF |
CX CEMEX | $5,358 | 950 | 0.0% | Construction |
UTF Cohen & Steers Infrastructure Fund | $5,289 | 220 | 0.0% | Financial Services |
HFRO Highland Funds I - Highland Opportunities and Income Fund | $5,190 | 1,000 | 0.0% | Financial Services |
PTY PIMCO Corporate & Income Opportunity Fund | $5,030 | 350 | 0.0% | Finance |
WBD Warner Bros. Discovery | $5,010 | 474 | 0.0% | Consumer Discretionary |
OBDC Blue Owl Capital | $4,990 | 330 | 0.0% | Finance |
CCD Calamos Dynamic Convertible and Income Fund | $4,861 | 200 | 0.0% | Financial Services |
AWP abrdn Global Premier Properties Fund | $4,825 | 1,250 | 0.0% | Financial Services |
HQH Abrdn Healthcare Investors | $4,815 | 300 | 0.0% | Finance |
CSWC Capital Southwest | $4,582 | 210 | 0.0% | Finance |
PSQH PSQ | $4,442 | 978 | 0.0% | Retail/Wholesale |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $4,324 | 86 | 0.0% | Manufacturing |
SHOP Shopify | $4,253 | 40 | 0.0% | Computer and Technology |
RHP Ryman Hospitality Properties | $4,174 | 40 | 0.0% | Finance |
HOG Harley-Davidson | $3,984 | 132 | 0.0% | Auto/Tires/Trucks |
LABCORP HOLDINGS INC
| $3,898 | 17 | 0.0% | COM SHS |
MTX Minerals Technologies | $3,887 | 51 | 0.0% | Basic Materials |
VONG Vanguard Russell 1000 Growth ETF | $3,822 | 37 | 0.0% | ETF |
KHC Kraft Heinz | $3,777 | 123 | 0.0% | Consumer Staples |
INTU Intuit | $3,771 | 6 | 0.0% | Computer and Technology |
AMERICAN WELL CORP
| $3,625 | 500 | 0.0% | COM CL A NEW |
IDA IDACORP | $3,606 | 33 | 0.0% | Utilities |
ECC Eagle Point Credit | $3,552 | 400 | 0.0% | Finance |
JBLU JetBlue Airways | $3,537 | 450 | 0.0% | Transportation |
ASML ASML | $3,465 | 5 | 0.0% | Computer and Technology |
BRSP BrightSpire Capital | $3,384 | 600 | 0.0% | Finance |
PH Parker-Hannifin | $3,180 | 5 | 0.0% | Industrial Products |
FPI Farmland Partners | $3,179 | 270 | 0.0% | Finance |
FXI iShares China Large-Cap ETF | $3,044 | 100 | 0.0% | ETF |
PUBM PubMatic | $2,938 | 200 | 0.0% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $2,879 | 15 | 0.0% | ETF |
OXLC Oxford Lane Capital | $2,789 | 550 | 0.0% | Financial Services |
AGNC AGNC Investment | $2,763 | 300 | 0.0% | Finance |
SPYG SPDR Portfolio S&P 500 Growth ETF | $2,761 | 31 | 0.0% | ETF |
NFLX Netflix | $2,674 | 3 | 0.0% | Consumer Discretionary |
NLY Annaly Capital Management | $2,654 | 145 | 0.0% | Finance |
VTRS Viatris | $2,640 | 212 | 0.0% | Medical |
SLYG SPDR S&P 600 Small Cap Growth ETF | $2,530 | 28 | 0.0% | ETF |
OXY Occidental Petroleum | $2,520 | 51 | 0.0% | Oils/Energy |
SLYV SPDR S&P 600 Small CapValue ETF | $2,443 | 28 | 0.0% | ETF |
ALC Alcon | $2,207 | 26 | 0.0% | Medical |
AMR Alpha Metallurgical Resources | $2,201 | 11 | 0.0% | Basic Materials |
FLQM Franklin U.S. Mid Cap Multifactor Index ETF | $2,142 | 39 | 0.0% | ETF |
NOW ServiceNow | $2,120 | 2 | 0.0% | Computer and Technology |
FIDELITY COVINGTON TRUST
| $2,104 | 69 | 0.0% | ENHANCED LARGE |
LAND Gladstone Land | $2,059 | 190 | 0.0% | Finance |
BLACKROCK INC
| $2,050 | 2 | 0.0% | COM |
SPGI S&P Global | $1,992 | 4 | 0.0% | Business Services |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $1,982 | 17 | 0.0% | ETF |
SLDP Solid Power | $1,890 | 1,000 | 0.0% | Auto/Tires/Trucks |
BHVN Biohaven | $1,868 | 50 | 0.0% | Medical |
MU Micron Technology | $1,767 | 21 | 0.0% | Computer and Technology |
EMXC iShares MSCI Emerging Markets ex China ETF | $1,664 | 30 | 0.0% | Manufacturing |
INTC Intel | $1,664 | 83 | 0.0% | Computer and Technology |
LC LendingClub | $1,619 | 100 | 0.0% | Finance |
IRBT iRobot | $1,550 | 200 | 0.0% | Industrial Products |
SNOW Snowflake | $1,544 | 10 | 0.0% | Computer and Technology |
WELL Welltower | $1,512 | 12 | 0.0% | Finance |
PANW Palo Alto Networks | $1,456 | 8 | 0.0% | Computer and Technology |
GEHC GE HealthCare Technologies | $1,408 | 18 | 0.0% | Medical |
TLT iShares 20+ Year Treasury Bond ETF | $1,397 | 16 | 0.0% | ETF |
PLD Prologis | $1,374 | 13 | 0.0% | Finance |
RACE Ferrari | $1,275 | 3 | 0.0% | Auto/Tires/Trucks |
AGENUS INC
| $1,252 | 457 | 0.0% | COM NEW |
BA Boeing | $1,239 | 7 | 0.0% | Aerospace |
HLT Hilton Worldwide | $1,236 | 5 | 0.0% | Consumer Discretionary |
ORLY O'Reilly Automotive | $1,186 | 1 | 0.0% | Retail/Wholesale |
ABNB Airbnb | $1,183 | 9 | 0.0% | Consumer Discretionary |
VINP Vinci Partners Investments | $1,007 | 100 | 0.0% | Finance |
ACCO ACCO Brands | $987 | 188 | 0.0% | Industrial Products |
VDE Vanguard Energy ETF | $970 | 8 | 0.0% | ETF |
OGN Organon & Co. | $960 | 64 | 0.0% | Medical |
TD Toronto-Dominion Bank | $958 | 18 | 0.0% | Finance |
ROST Ross Stores | $908 | 6 | 0.0% | Retail/Wholesale |
URI United Rentals | $704 | 1 | 0.0% | Construction |
XLK Technology Select Sector SPDR Fund | $698 | 3 | 0.0% | ETF |
PATH UiPath | $636 | 50 | 0.0% | Business Services |
SGOV iShares 0-3 Month Treasury Bond ETF | $602 | 6 | 0.0% | ETF |
VTHR Vanguard Russell 3000 ETF | $519 | 2 | 0.0% | ETF |
FLOT iShares Floating Rate Bond ETF | $458 | 9 | 0.0% | ETF |
CFLT Confluent | $447 | 16 | 0.0% | Computer and Technology |
UAL United Airlines | $388 | 4 | 0.0% | Transportation |
AMRN Amarin | $235 | 485 | 0.0% | Medical |
AMPLIFY ETF TR
| $224 | 100 | 0.0% | AMPLIFY ALTERNAT |
SAN Banco Santander | $182 | 40 | 0.0% | Finance |
MSGS Madison Square Garden Sports | $163 | 1 | 0.0% | Consumer Discretionary |
ZIMV ZimVie | $140 | 10 | 0.0% | Medical |
CRDL Cardiol Therapeutics | $109 | 85 | 0.0% | Medical |
PLUG Plug Power | $107 | 50 | 0.0% | Industrial Products |
BOKF BOK Financial | $106 | 1 | 0.0% | Finance |
INOVIO PHARMACEUTICALS INC
| $37 | 20 | 0.0% | COM SHS |
DCTH Delcath Systems | $12 | 1 | 0.0% | Medical |
AURORA CANNABIS INC
| $9 | 2 | 0.0% | COM |
CASI CASI Pharmaceuticals | $6 | 2 | 0.0% | Medical |
STEM Stem | $0 | 1 | 0.0% | Computer and Technology |