AAPL Apple | $225,279,581 | $4,092,745 ▲ | 1.9% | 1,014,179 | 3.8% | Computer and Technology |
NVDA NVIDIA | $153,426,521 | $3,881,955 ▲ | 2.6% | 1,415,635 | 2.6% | Computer and Technology |
AMZN Amazon.com | $137,680,317 | $6,693,157 ▲ | 5.1% | 723,643 | 2.3% | Retail/Wholesale |
MSFT Microsoft | $129,384,545 | $7,144,422 ▲ | 5.8% | 344,667 | 2.2% | Computer and Technology |
BRK.B Berkshire Hathaway | $93,828,879 | $737,091 ▲ | 0.8% | 176,178 | 1.6% | Finance |
QQQ Invesco QQQ | $79,720,620 | $3,819,353 ▲ | 5.0% | 170,009 | 1.3% | Finance |
JPM JPMorgan Chase & Co. | $75,534,738 | $848,247 ▲ | 1.1% | 307,928 | 1.3% | Finance |
VTV Vanguard Value ETF | $65,295,029 | $3,573,991 ▲ | 5.8% | 377,996 | 1.1% | ETF |
META Meta Platforms | $64,590,936 | $2,855,864 ▲ | 4.6% | 112,067 | 1.1% | Computer and Technology |
GOOGL Alphabet | $64,413,746 | $2,947,438 ▲ | 4.8% | 416,540 | 1.1% | Computer and Technology |
V Visa | $63,562,930 | $1,915,965 ▲ | 3.1% | 181,370 | 1.1% | Business Services |
AGG iShares Core U.S. Aggregate Bond ETF | $63,105,816 | $249,872 ▲ | 0.4% | 637,948 | 1.1% | Finance |
VUG Vanguard Growth ETF | $58,777,195 | $1,115,056 ▲ | 1.9% | 158,506 | 1.0% | ETF |
COST Costco Wholesale | $58,733,884 | $449,246 ▲ | 0.8% | 62,101 | 1.0% | Retail/Wholesale |
SPY SPDR S&P 500 ETF Trust | $57,148,401 | $4,378,346 ▲ | 8.3% | 102,162 | 1.0% | Finance |
BUFR FT Vest Laddered Buffer ETF | $56,266,232 | $1,125,370 ▲ | 2.0% | 1,895,124 | 0.9% | ETF |
VOO Vanguard S&P 500 ETF | $55,688,829 | $7,884,921 ▼ | -12.4% | 108,363 | 0.9% | ETF |
IVV iShares Core S&P 500 ETF | $52,075,206 | $1,054,686 ▲ | 2.1% | 92,677 | 0.9% | ETF |
USFR WisdomTree Floating Rate Treasury Fund | $50,395,580 | $4,779,941 ▲ | 10.5% | 1,001,303 | 0.8% | Finance |
TSLA Tesla | $45,620,971 | $1,836,149 ▲ | 4.2% | 176,034 | 0.8% | Auto/Tires/Trucks |
RDVY First Trust Rising Dividend Achievers ETF | $39,135,629 | $497,531 ▲ | 1.3% | 668,528 | 0.7% | Manufacturing |
IWF iShares Russell 1000 Growth ETF | $37,448,644 | $1,429,194 ▲ | 4.0% | 103,710 | 0.6% | ETF |
HD Home Depot | $37,021,354 | $2,136,637 ▲ | 6.1% | 101,016 | 0.6% | Retail/Wholesale |
GOOG Alphabet | $36,825,754 | $650,073 ▲ | 1.8% | 235,715 | 0.6% | Computer and Technology |
LLY Eli Lilly and Company | $36,399,506 | $3,896,643 ▲ | 12.0% | 44,072 | 0.6% | Medical |
COWZ Pacer US Cash Cows 100 ETF | $35,875,138 | $1,674,561 ▲ | 4.9% | 655,134 | 0.6% | ETF |
AVGO Broadcom | $35,772,257 | $226,700 ▼ | -0.6% | 213,655 | 0.6% | Computer and Technology |
WMT Walmart | $34,024,858 | $772,289 ▲ | 2.3% | 387,571 | 0.6% | Retail/Wholesale |
PALANTIR TECHNOLOGIES INC
| $33,808,530 | $517,372 ▲ | 1.6% | 400,575 | 0.6% | CL A |
IUSV iShares Core S&P U.S. Value ETF | $33,383,785 | $284,622 ▲ | 0.9% | 361,727 | 0.6% | Manufacturing |
GLD SPDR Gold Shares | $33,066,658 | $3,649,581 ▲ | 12.4% | 114,759 | 0.6% | Finance |
IWY iShares Russell Top 200 Growth ETF | $32,660,262 | $505,623 ▲ | 1.6% | 154,832 | 0.5% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $32,632,300 | $2,362,042 ▼ | -6.7% | 190,955 | 0.5% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $32,259,936 | $149,118 ▼ | -0.5% | 408,664 | 0.5% | ETF |
ABBV AbbVie | $32,166,558 | $1,136,227 ▲ | 3.7% | 153,525 | 0.5% | Medical |
JEPI JPMorgan Equity Premium Income ETF | $32,069,482 | $4,021,513 ▲ | 14.3% | 561,244 | 0.5% | ETF |
XOM Exxon Mobil | $30,633,157 | $1,923,812 ▲ | 6.7% | 257,573 | 0.5% | Energy |
SPYG SPDR Portfolio S&P 500 Growth ETF | $29,212,646 | $1,006,313 ▲ | 3.6% | 363,477 | 0.5% | ETF |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $28,917,386 | $3,359,710 ▲ | 13.1% | 362,101 | 0.5% | Manufacturing |
CVX Chevron | $27,528,071 | $28,607 ▲ | 0.1% | 164,553 | 0.5% | Energy |
IEFA iShares Core MSCI EAFE ETF | $26,985,338 | $2,104,129 ▲ | 8.5% | 356,713 | 0.5% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $26,735,818 | $2,348,244 ▲ | 9.6% | 525,985 | 0.4% | ETF |
RTX RTX | $25,138,921 | $1,998,424 ▲ | 8.6% | 189,785 | 0.4% | Aerospace |
NFLX Netflix | $24,623,455 | $4,154,421 ▼ | -14.4% | 26,405 | 0.4% | Consumer Discretionary |
PG Procter & Gamble | $24,283,657 | $736,555 ▲ | 3.1% | 142,493 | 0.4% | Consumer Staples |
ISRG Intuitive Surgical | $23,161,797 | $618,097 ▲ | 2.7% | 46,766 | 0.4% | Medical |
AGOX Adaptive Growth Opportunities ETF | $23,116,298 | $6,322,033 ▼ | -21.5% | 944,849 | 0.4% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $22,991,175 | $1,055,019 ▲ | 4.8% | 263,751 | 0.4% | ETF |
MOAT VanEck Morningstar Wide Moat ETF | $22,650,232 | $2,269,344 ▲ | 11.1% | 257,389 | 0.4% | ETF |
EFV iShares MSCI EAFE Value ETF | $22,235,822 | $162,851 ▼ | -0.7% | 377,262 | 0.4% | ETF |
QCOM QUALCOMM | $22,136,583 | $347,773 ▲ | 1.6% | 144,109 | 0.4% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $21,876,714 | $1,075,449 ▼ | -4.7% | 79,598 | 0.4% | ETF |
CSCO Cisco Systems | $21,562,770 | $163,100 ▼ | -0.8% | 349,421 | 0.4% | Computer and Technology |
XMHQ Invesco S&P MidCap Quality ETF | $21,170,706 | $1,861,171 ▲ | 9.6% | 231,298 | 0.4% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $20,985,519 | $591,436 ▲ | 2.9% | 359,649 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $20,877,003 | $4,812,214 ▲ | 30.0% | 224,895 | 0.3% | ETF |
AMGN Amgen | $20,322,718 | $247,682 ▼ | -1.2% | 65,231 | 0.3% | Medical |
MRK Merck & Co., Inc. | $19,948,980 | $924,348 ▲ | 4.9% | 222,248 | 0.3% | Medical |
IBM International Business Machines | $19,505,636 | $358,568 ▲ | 1.9% | 78,443 | 0.3% | Computer and Technology |
JAAA Janus Henderson AAA CLO ETF | $19,466,555 | $1,148,835 ▲ | 6.3% | 383,880 | 0.3% | ETF |
DYNF iShares U.S. Equity Factor Rotation Active ETF | $19,441,490 | $5,766,894 ▲ | 42.2% | 398,718 | 0.3% | ETF |
CRM Salesforce | $19,388,742 | $1,002,325 ▲ | 5.5% | 72,249 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $19,355,352 | $1,045,290 ▲ | 5.7% | 116,711 | 0.3% | Medical |
IEMG iShares Core MSCI Emerging Markets ETF | $19,326,279 | $778,787 ▲ | 4.2% | 358,093 | 0.3% | ETF |
MCD McDonald's | $19,318,835 | $1,251,667 ▲ | 6.9% | 61,846 | 0.3% | Retail/Wholesale |
SGOV iShares 0-3 Month Treasury Bond ETF | $19,246,795 | $2,673,090 ▲ | 16.1% | 191,187 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $19,039,154 | $1,583,690 ▲ | 9.1% | 417,068 | 0.3% | ETF |
CRWD CrowdStrike | $18,974,445 | $316,617 ▲ | 1.7% | 53,816 | 0.3% | Computer and Technology |
VONG Vanguard Russell 1000 Growth ETF | $18,229,895 | $2,944,691 ▼ | -13.9% | 196,464 | 0.3% | ETF |
TLT iShares 20+ Year Treasury Bond ETF | $17,777,522 | $2,748,742 ▼ | -13.4% | 195,293 | 0.3% | ETF |
LMT Lockheed Martin | $17,692,843 | $335,926 ▲ | 1.9% | 39,607 | 0.3% | Aerospace |
NEE NextEra Energy | $17,662,173 | $1,022,305 ▲ | 6.1% | 249,149 | 0.3% | Utilities |
UCON First Trust TCW Unconstrained Plus Bond ETF | $17,398,879 | $943,693 ▲ | 5.7% | 702,985 | 0.3% | ETF |
UNH UnitedHealth Group | $16,880,463 | $85,895 ▼ | -0.5% | 32,230 | 0.3% | Medical |
MS Morgan Stanley | $16,871,182 | $994,262 ▲ | 6.3% | 144,606 | 0.3% | Finance |
PEP PepsiCo | $16,607,354 | $26,839 ▲ | 0.2% | 110,760 | 0.3% | Consumer Staples |
SCHD Schwab US Dividend Equity ETF | $16,404,076 | $188,618 ▼ | -1.1% | 586,698 | 0.3% | ETF |
GDX VanEck Gold Miners ETF | $16,281,655 | $1,922,925 ▲ | 13.4% | 354,180 | 0.3% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $15,874,037 | $1,760,281 ▼ | -10.0% | 310,829 | 0.3% | ETF |
IVE iShares S&P 500 Value ETF | $15,757,917 | $4,480,345 ▲ | 39.7% | 82,684 | 0.3% | ETF |
VZ Verizon Communications | $15,573,676 | $330,765 ▲ | 2.2% | 343,335 | 0.3% | Computer and Technology |
IWP iShares Russell Mid-Cap Growth ETF | $15,549,802 | $90,232 ▲ | 0.6% | 132,350 | 0.3% | ETF |
CAT Caterpillar | $15,523,026 | $603,204 ▲ | 4.0% | 47,068 | 0.3% | Industrials |
FVD First Trust Value Line Dividend Index Fund | $15,372,715 | $267,272 ▲ | 1.8% | 344,757 | 0.3% | ETF |
LMBS First Trust Low Duration Opportunities ETF | $15,139,707 | $391,953 ▲ | 2.7% | 307,968 | 0.3% | Manufacturing |
BAC Bank of America | $15,067,034 | $236,317 ▼ | -1.5% | 361,060 | 0.3% | Finance |
IWD iShares Russell 1000 Value ETF | $14,930,684 | $2,190,747 ▼ | -12.8% | 79,351 | 0.2% | ETF |
GD General Dynamics | $14,376,687 | $433,402 ▲ | 3.1% | 52,743 | 0.2% | Aerospace |
MA Mastercard | $14,291,681 | $599,095 ▲ | 4.4% | 26,074 | 0.2% | Business Services |
CGDV Capital Group Dividend Value ETF | $13,733,304 | $1,410,809 ▲ | 11.4% | 385,334 | 0.2% | ETF |
GS The Goldman Sachs Group | $13,654,519 | $1,560,204 ▲ | 12.9% | 24,995 | 0.2% | Finance |
PANW Palo Alto Networks | $13,569,805 | $208,863 ▲ | 1.6% | 79,523 | 0.2% | Computer and Technology |
PGIM ETF TR
| $13,472,518 | $2,580,329 ▲ | 23.7% | 262,571 | 0.2% | AAA CLO ETF |
KO Coca-Cola | $13,434,050 | $590,937 ▼ | -4.2% | 187,574 | 0.2% | Consumer Staples |
ACN Accenture | $13,418,344 | $77,386 ▲ | 0.6% | 43,002 | 0.2% | Computer and Technology |
ABT Abbott Laboratories | $13,359,845 | $1,398,529 ▲ | 11.7% | 100,715 | 0.2% | Medical |
DIVI Franklin International Core Dividend Tilt Index ETF | $13,307,833 | $739,011 ▲ | 5.9% | 408,341 | 0.2% | ETF |
ZTS Zoetis | $13,267,332 | $347,905 ▼ | -2.6% | 80,579 | 0.2% | Medical |
EFG iShares MSCI EAFE Growth ETF | $13,209,700 | $876,500 ▲ | 7.1% | 132,097 | 0.2% | ETF |
UBER Uber Technologies | $13,109,627 | $3,915,569 ▲ | 42.6% | 179,929 | 0.2% | Computer and Technology |
