MSFT Microsoft | $16,983,035 | $122,849 ▲ | 0.7% | 40,367 | 8.6% | Computer and Technology |
AAPL Apple | $8,495,124 | $756,399 ▼ | -8.2% | 49,540 | 4.3% | Computer and Technology |
PG Procter & Gamble | $6,051,035 | $36,993 ▲ | 0.6% | 37,295 | 3.1% | Consumer Staples |
IBM International Business Machines | $4,562,827 | $44,494 ▼ | -1.0% | 23,894 | 2.3% | Computer and Technology |
JNJ Johnson & Johnson | $3,867,577 | $47,773 ▲ | 1.3% | 24,449 | 2.0% | Medical |
SCHG Schwab U.S. Large-Cap Growth ETF | $3,613,962 | $234,583 ▲ | 6.9% | 38,977 | 1.8% | ETF |
JEPI JPMorgan Equity Premium Income ETF | $3,594,541 | $299,656 ▲ | 9.1% | 62,125 | 1.8% | ETF |
KMB Kimberly-Clark | $3,035,602 | $14,617 ▼ | -0.5% | 23,468 | 1.5% | Consumer Staples |
HD Home Depot | $2,913,346 | $60,607 ▼ | -2.0% | 7,595 | 1.5% | Retail/Wholesale |
MRK Merck & Co., Inc. | $2,694,916 | $25,070 ▼ | -0.9% | 20,424 | 1.4% | Medical |
DON WisdomTree U.S. MidCap Dividend Fund | $2,637,350 | $113,732 ▼ | -4.1% | 54,077 | 1.3% | Finance |
AVUS Avantis U.S. Equity ETF | $2,632,312 | $30,251 ▲ | 1.2% | 29,411 | 1.3% | ETF |
VZ Verizon Communications | $2,588,572 | $114,510 ▲ | 4.6% | 61,691 | 1.3% | Computer and Technology |
JPST JPMorgan Ultra-Short Income ETF | $2,563,158 | $481,898 ▼ | -15.8% | 50,806 | 1.3% | ETF |
XOM Exxon Mobil | $2,280,955 | $3,138 ▲ | 0.1% | 19,623 | 1.2% | Oils/Energy |
GDV The Gabelli Dividend & Income Trust | $2,268,168 | $10,157 ▲ | 0.4% | 98,702 | 1.2% | Financial Services |
CGDV Capital Group Dividend Value ETF | $2,257,276 | $346,221 ▲ | 18.1% | 69,455 | 1.1% | ETF |
QUAL iShares MSCI USA Quality Factor ETF | $2,020,040 | $548,604 ▲ | 37.3% | 12,291 | 1.0% | ETF |
BSCO Invesco BulletShares 2024 Corporate Bond ETF | $1,982,349 | $224,294 ▲ | 12.8% | 94,533 | 1.0% | ETF |
OKE ONEOK | $1,972,936 | $1,042 ▼ | -0.1% | 24,609 | 1.0% | Oils/Energy |
IEFA iShares Core MSCI EAFE ETF | $1,879,495 | $557,324 ▲ | 42.2% | 25,323 | 1.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $1,877,953 | $129,572 ▼ | -6.5% | 23,291 | 1.0% | ETF |
KO Coca-Cola | $1,813,030 | $9,116 ▼ | -0.5% | 29,634 | 0.9% | Consumer Staples |
ABBV AbbVie | $1,754,315 | $26,950 ▼ | -1.5% | 9,634 | 0.9% | Medical |
CGGO Capital Group Global Growth Equity ETF | $1,721,736 | $751,139 ▲ | 77.4% | 59,782 | 0.9% | ETF |
CAT Caterpillar | $1,690,073 | $41,775 ▼ | -2.4% | 4,612 | 0.9% | Industrial Products |
VYM Vanguard High Dividend Yield ETF | $1,689,283 | $150,392 ▼ | -8.2% | 13,962 | 0.9% | ETF |
BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,677,023 | $223,260 ▲ | 15.4% | 82,086 | 0.9% | ETF |
CVX Chevron | $1,581,461 | $34,860 ▲ | 2.3% | 10,026 | 0.8% | Oils/Energy |
VYMI Vanguard International High Dividend Yield ETF | $1,490,842 | $102,444 ▼ | -6.4% | 21,669 | 0.8% | ETF |
PFE Pfizer | $1,466,523 | $144,937 ▲ | 11.0% | 52,848 | 0.7% | Medical |
BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $1,434,126 | $259,009 ▲ | 22.0% | 74,655 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $1,427,267 | $40,801 ▼ | -2.8% | 5,492 | 0.7% | ETF |
AMGN Amgen | $1,421,263 | $11,088 ▲ | 0.8% | 4,999 | 0.7% | Medical |
INTC Intel | $1,377,895 | $22,527 ▲ | 1.7% | 31,195 | 0.7% | Computer and Technology |
VEA Vanguard FTSE Developed Markets ETF | $1,209,560 | $56,592 ▼ | -4.5% | 24,109 | 0.6% | ETF |
VB Vanguard Small-Cap ETF | $1,202,655 | $3,658 ▼ | -0.3% | 5,261 | 0.6% | ETF |
VIG Vanguard Dividend Appreciation ETF | $1,190,112 | $58,803 ▼ | -4.7% | 6,517 | 0.6% | ETF |
T AT&T | $1,189,639 | $21,349 ▲ | 1.8% | 67,593 | 0.6% | Computer and Technology |
KMI Kinder Morgan | $1,185,357 | $115,946 ▲ | 10.8% | 64,632 | 0.6% | Oils/Energy |
CPRI Capri | $1,152,568 | $1,152,568 ▲ | New Holding | 25,443 | 0.6% | Retail/Wholesale |
BSCR Invesco BulletShares 2027 Corporate Bond ETF | $1,127,136 | $338,907 ▲ | 43.0% | 58,431 | 0.6% | ETF |
VV Vanguard Large-Cap ETF | $1,116,858 | $29,972 ▼ | -2.6% | 4,658 | 0.6% | ETF |
BRK.B Berkshire Hathaway | $1,087,044 | $473,085 ▼ | -30.3% | 2,585 | 0.6% | Finance |
MO Altria Group | $1,051,556 | $100,501 ▲ | 10.6% | 24,107 | 0.5% | Consumer Staples |
GLD SPDR Gold Shares | $1,043,395 | $1,055,738 ▼ | -50.3% | 5,072 | 0.5% | Finance |
CCL Carnival Co. & | $1,028,652 | $310,656 ▲ | 43.3% | 62,953 | 0.5% | Consumer Discretionary |
COST Costco Wholesale | $1,013,288 | $105,505 ▼ | -9.4% | 1,383 | 0.5% | Retail/Wholesale |
VBR Vanguard Small-Cap Value ETF | $1,004,882 | $8,443 ▼ | -0.8% | 5,237 | 0.5% | ETF |
BAC Bank of America | $996,256 | $350,944 ▲ | 54.4% | 26,273 | 0.5% | Finance |
AMZN Amazon.com | $954,210 | $143,402 ▼ | -13.1% | 5,290 | 0.5% | Retail/Wholesale |
SPGP Invesco S&P 500 GARP ETF | $937,649 | $256,110 ▲ | 37.6% | 8,805 | 0.5% | ETF |
LLY Eli Lilly and Company | $936,988 | $5,448 ▼ | -0.6% | 1,204 | 0.5% | Medical |
META Meta Platforms | $935,955 | $483,512 ▼ | -34.1% | 1,928 | 0.5% | Computer and Technology |
DGRW WisdomTree U.S. Quality Dividend Growth Fund | $916,930 | $56,303 ▼ | -5.8% | 12,035 | 0.5% | Manufacturing |
CVS CVS Health | $893,567 | $13,799 ▲ | 1.6% | 11,203 | 0.5% | Retail/Wholesale |
BSCS Invesco BulletShares 2028 Corporate Bond ETF | $892,282 | $382,530 ▲ | 75.0% | 44,459 | 0.5% | ETF |
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | $873,938 | $151,937 ▲ | 21.0% | 8,024 | 0.4% | Finance |
PSA Public Storage | $872,153 | $105,865 ▲ | 13.8% | 3,007 | 0.4% | Finance |
CGGR Capital Group Growth ETF | $829,545 | $148,116 ▲ | 21.7% | 25,931 | 0.4% | ETF |
SO Southern | $808,099 | $43,906 ▲ | 5.7% | 11,264 | 0.4% | Utilities |
MCD McDonald's | $804,865 | $16,069 ▼ | -2.0% | 2,855 | 0.4% | Retail/Wholesale |
CGCP Capital Group Core Plus Income ETF | $784,382 | $384,453 ▲ | 96.1% | 34,923 | 0.4% | ETF |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $776,120 | $535,891 ▲ | 223.1% | 14,309 | 0.4% | ETF |
TD Toronto-Dominion Bank | $757,760 | $39,971 ▼ | -5.0% | 12,550 | 0.4% | Finance |
GOLD Barrick Gold | $752,809 | $100,356 ▼ | -11.8% | 45,241 | 0.4% | Basic Materials |
MTUM iShares MSCI USA Momentum Factor ETF | $749,486 | $91,812 ▼ | -10.9% | 4,000 | 0.4% | ETF |
JPM JPMorgan Chase & Co. | $741,779 | $33,453 ▲ | 4.7% | 3,703 | 0.4% | Finance |
DIS Walt Disney | $694,649 | $161,518 ▼ | -18.9% | 5,677 | 0.4% | Consumer Discretionary |
ENB Enbridge | $687,008 | $16,462 ▲ | 2.5% | 18,989 | 0.3% | Oils/Energy |
MGK Vanguard Mega Cap Growth ETF | $681,769 | $147,874 ▲ | 27.7% | 2,379 | 0.3% | ETF |
WMT Walmart | $672,260 | $439,770 ▲ | 189.2% | 11,173 | 0.3% | Retail/Wholesale |
NEM Newmont | $665,561 | $237,516 ▼ | -26.3% | 18,570 | 0.3% | Basic Materials |
ITA iShares U.S. Aerospace & Defense ETF | $639,365 | $30,477 ▲ | 5.0% | 4,846 | 0.3% | ETF |
HSY Hershey | $636,028 | $973 ▼ | -0.2% | 3,270 | 0.3% | Consumer Staples |
GOOGL Alphabet | $627,869 | $274,995 ▲ | 77.9% | 4,160 | 0.3% | Computer and Technology |
BX Blackstone | $616,271 | $46,900 ▼ | -7.1% | 4,691 | 0.3% | Finance |
TT Trane Technologies | $615,410 | | 0.0% | 2,050 | 0.3% | Business Services |
GE General Electric | $606,727 | $97,582 ▼ | -13.9% | 3,457 | 0.3% | Transportation |
VOOV Vanguard S&P 500 Value ETF | $605,421 | $14,617 ▼ | -2.4% | 3,355 | 0.3% | ETF |
TJX TJX Companies | $601,077 | $298,054 ▲ | 98.4% | 5,927 | 0.3% | Retail/Wholesale |
BA Boeing | $599,234 | $402,963 ▼ | -40.2% | 3,105 | 0.3% | Aerospace |
EMR Emerson Electric | $597,041 | $114,327 ▲ | 23.7% | 5,264 | 0.3% | Industrial Products |
XLV Health Care Select Sector SPDR Fund | $579,561 | $221,601 ▲ | 61.9% | 3,923 | 0.3% | ETF |
XLSR SPDR SSGA US Sector Rotation ETF | $574,835 | $31,409 ▼ | -5.2% | 11,530 | 0.3% | ETF |
MGV Vanguard Mega Cap Value ETF | $569,608 | $31,074 ▲ | 5.8% | 4,766 | 0.3% | ETF |
MDT Medtronic | $565,178 | $5,752 ▼ | -1.0% | 6,485 | 0.3% | Medical |
LOW Lowe's Companies | $553,096 | $76,430 ▲ | 16.0% | 2,171 | 0.3% | Retail/Wholesale |
VO Vanguard Mid-Cap ETF | $549,063 | $28,990 ▼ | -5.0% | 2,197 | 0.3% | ETF |
QQQ Invesco QQQ | $541,317 | $3,997 ▲ | 0.7% | 1,219 | 0.3% | Finance |
EVT Eaton Vance Tax-Advantaged Dividend Income Fund | $540,889 | | 0.0% | 22,919 | 0.3% | Financial Services |
WYNN Wynn Resorts | $538,354 | $538,354 ▲ | New Holding | 5,266 | 0.3% | Consumer Discretionary |
MPC Marathon Petroleum | $535,877 | $128,377 ▼ | -19.3% | 2,659 | 0.3% | Oils/Energy |
NMAI Nuveen Multi-Asset Income Fund | $534,549 | $135,858 ▼ | -20.3% | 42,970 | 0.3% | Miscellaneous |
F Ford Motor | $526,959 | $1,288 ▲ | 0.2% | 39,681 | 0.3% | Auto/Tires/Trucks |
XLU Utilities Select Sector SPDR Fund | $519,461 | $357,051 ▼ | -40.7% | 7,913 | 0.3% | ETF |
AXP American Express | $507,585 | $22,772 ▲ | 4.7% | 2,229 | 0.3% | Finance |
CSCO Cisco Systems | $506,360 | $406,685 ▼ | -44.5% | 10,145 | 0.3% | Computer and Technology |
AIG American International Group | $492,006 | $704 ▼ | -0.1% | 6,294 | 0.3% | Finance |
VOE Vanguard Mid-Cap Value ETF | $484,909 | $13,721 ▲ | 2.9% | 3,110 | 0.2% | ETF |
BAX Baxter International | $477,278 | $477,278 ▲ | New Holding | 11,167 | 0.2% | Medical |
DE Deere & Company | $472,779 | $50,112 ▼ | -9.6% | 1,151 | 0.2% | Industrial Products |
NVG Nuveen AMT-Free Municipal Credit Income Fund | $470,595 | $79,413 ▲ | 20.3% | 38,732 | 0.2% | Financial Services |
USMV iShares MSCI USA Min Vol Factor ETF | $470,433 | $167,063 ▼ | -26.2% | 5,629 | 0.2% | ETF |
AXON Axon Enterprise | $469,320 | $44,116 ▼ | -8.6% | 1,500 | 0.2% | Industrial Products |
PTLC Pacer Trendpilot US Large Cap ETF | $467,799 | $17,895 ▼ | -3.7% | 9,803 | 0.2% | ETF |
HON Honeywell International | $461,881 | $47,215 ▲ | 11.4% | 2,250 | 0.2% | Multi-Sector Conglomerates |
GD General Dynamics | $456,038 | $202,589 ▲ | 79.9% | 1,614 | 0.2% | Aerospace |
XLE Energy Select Sector SPDR Fund | $452,563 | $106,580 ▼ | -19.1% | 4,794 | 0.2% | ETF |
MBB iShares MBS ETF | $451,864 | $40,574 ▲ | 9.9% | 4,889 | 0.2% | ETF |
XLI Industrial Select Sector SPDR Fund | $451,023 | $142,070 ▲ | 46.0% | 3,581 | 0.2% | ETF |
BINC BlackRock Flexible Income ETF | $450,336 | $450,336 ▲ | New Holding | 8,584 | 0.2% | ETF |
VGT Vanguard Information Technology ETF | $449,150 | $24,108 ▲ | 5.7% | 857 | 0.2% | ETF |
SPY SPDR S&P 500 ETF Trust | $444,457 | $6,275 ▼ | -1.4% | 850 | 0.2% | Finance |
C Citigroup | $442,372 | $885 ▲ | 0.2% | 6,995 | 0.2% | Finance |
DUK Duke Energy | $441,780 | $26,209 ▼ | -5.6% | 4,568 | 0.2% | Utilities |
RSP Invesco S&P 500 Equal Weight ETF | $441,064 | $210,708 ▼ | -32.3% | 2,604 | 0.2% | ETF |
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund | $439,241 | | 0.0% | 24,068 | 0.2% | Financial Services |
CGUS Capital Group Core Equity ETF | $437,144 | $56,929 ▼ | -11.5% | 14,029 | 0.2% | ETF |
BNS Bank of Nova Scotia | $436,776 | $311 ▲ | 0.1% | 8,435 | 0.2% | Finance |
UPS United Parcel Service | $433,047 | $27,195 ▲ | 6.7% | 2,914 | 0.2% | Transportation |
BMO Bank of Montreal | $432,459 | $58,124 ▼ | -11.8% | 4,427 | 0.2% | Finance |
TBIL US Treasury 3 Month Bill ETF | $427,305 | $211,926 ▼ | -33.2% | 8,541 | 0.2% | ETF |
GGZ The Gabelli Global Small and Mid Cap Value Trust | $423,365 | $10,854 ▲ | 2.6% | 35,222 | 0.2% | Financial Services |
TIP iShares TIPS Bond ETF | $421,814 | $422,781 ▼ | -50.1% | 3,927 | 0.2% | ETF |
GOOG Alphabet | $420,487 | $10,352 ▼ | -2.4% | 2,762 | 0.2% | Computer and Technology |
XSVM Invesco S&P SmallCap Value with Momentum ETF | $417,872 | $342 ▲ | 0.1% | 7,339 | 0.2% | Miscellaneous |
BSX Boston Scientific | $417,241 | $411 ▼ | -0.1% | 6,092 | 0.2% | Medical |
VHT Vanguard Health Care ETF | $415,252 | $33,815 ▼ | -7.5% | 1,535 | 0.2% | ETF |
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund | $405,013 | $46,755 ▼ | -10.3% | 4,028 | 0.2% | ETF |
TSLA Tesla | $404,141 | $39,201 ▼ | -8.8% | 2,299 | 0.2% | Auto/Tires/Trucks |
ACN Accenture | $402,414 | $48,179 ▼ | -10.7% | 1,161 | 0.2% | Business Services |
LMT Lockheed Martin | $402,105 | $8,188 ▼ | -2.0% | 884 | 0.2% | Aerospace |
FOF Cohen & Steers Closed-End Opportunity Fund | $401,030 | $81,445 ▼ | -16.9% | 34,305 | 0.2% | Financial Services |
QCOM QUALCOMM | $396,522 | $4,402 ▼ | -1.1% | 2,342 | 0.2% | Computer and Technology |
PEP PepsiCo | $395,813 | $280,499 ▼ | -41.5% | 2,262 | 0.2% | Consumer Staples |
TMO Thermo Fisher Scientific | $390,163 | $1,744 ▼ | -0.4% | 671 | 0.2% | Medical |
DAL Delta Air Lines | $389,891 | $10,962 ▲ | 2.9% | 8,145 | 0.2% | Transportation |
ORCL Oracle | $388,496 | $247,818 ▼ | -38.9% | 3,093 | 0.2% | Computer and Technology |
FLRN SPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $380,622 | $11,777 ▲ | 3.2% | 12,346 | 0.2% | ETF |
NVDA NVIDIA | $375,881 | $56,021 ▼ | -13.0% | 416 | 0.2% | Computer and Technology |
PM Philip Morris International | $373,765 | $72,921 ▲ | 24.2% | 4,080 | 0.2% | Consumer Staples |
NAD Nuveen Quality Municipal Income Fund | $369,510 | $78,204 ▲ | 26.8% | 32,243 | 0.2% | Financial Services |
WPM Wheaton Precious Metals | $369,052 | $55,846 ▲ | 17.8% | 7,831 | 0.2% | Basic Materials |
EPD Enterprise Products Partners | $363,565 | $8,754 ▼ | -2.4% | 12,459 | 0.2% | Oils/Energy |
BLK BlackRock | $360,158 | $37,516 ▲ | 11.6% | 432 | 0.2% | Finance |
RTX RTX | $358,557 | $1,463 ▲ | 0.4% | 3,676 | 0.2% | Aerospace |
GIS General Mills | $352,492 | $92,216 ▼ | -20.7% | 5,038 | 0.2% | Consumer Staples |
CLX Clorox | $351,542 | $351,542 ▲ | New Holding | 2,296 | 0.2% | Consumer Staples |
DKNG DraftKings | $344,208 | $344,208 ▲ | New Holding | 7,580 | 0.2% | Consumer Discretionary |
MDLZ Mondelez International | $342,739 | $33,742 ▲ | 10.9% | 4,896 | 0.2% | Consumer Staples |
DIVI Franklin International Core Dividend Tilt Index ETF | $340,735 | $37,631 ▼ | -9.9% | 10,585 | 0.2% | ETF |
STZ Constellation Brands | $339,332 | $815 ▼ | -0.2% | 1,249 | 0.2% | Consumer Staples |
SPLG SPDR Portfolio S&P 500 ETF | $338,477 | $1,169 ▲ | 0.3% | 5,501 | 0.2% | ETF |
SCHQ Schwab Long-Term U.S. Treasury ETF | $335,436 | $15,718 ▲ | 4.9% | 9,945 | 0.2% | ETF |
NZF Nuveen Municipal Credit Income Fund | $333,863 | $25,545 ▲ | 8.3% | 27,276 | 0.2% | Financial Services |
XLY Consumer Discretionary Select Sector SPDR Fund | $325,720 | $325,720 ▲ | New Holding | 1,771 | 0.2% | Finance |
IWX iShares Russell Top 200 Value ETF | $324,360 | | 0.0% | 4,250 | 0.2% | ETF |
WFC Wells Fargo & Company | $323,407 | $1,449 ▼ | -0.4% | 5,580 | 0.2% | Finance |
VBK Vanguard Small-Cap Growth ETF | $322,658 | $70,370 ▼ | -17.9% | 1,238 | 0.2% | ETF |
XMMO Invesco S&P MidCap Momentum ETF | $321,608 | | 0.0% | 2,800 | 0.2% | ETF |
XMVM Invesco S&P MidCap Value with Momentum ETF | $318,741 | | 0.0% | 5,870 | 0.2% | ETF |
VNQ Vanguard Real Estate ETF | $318,585 | $24,646 ▼ | -7.2% | 3,684 | 0.2% | ETF |
CL Colgate-Palmolive | $309,862 | $14,948 ▼ | -4.6% | 3,441 | 0.2% | Consumer Staples |
EWJ iShares MSCI Japan ETF | $309,196 | $296,568 ▼ | -49.0% | 4,334 | 0.2% | ETF |
FLTR VanEck Floating Rate ETF | $309,028 | $20,408 ▼ | -6.2% | 12,114 | 0.2% | ETF |
CRM Salesforce | $308,710 | $7,530 ▲ | 2.5% | 1,025 | 0.2% | Computer and Technology |
MMM 3M | $305,051 | $4,455 ▲ | 1.5% | 2,876 | 0.2% | Multi-Sector Conglomerates |
COP ConocoPhillips | $303,527 | $1,782 ▼ | -0.6% | 2,385 | 0.2% | Oils/Energy |
MDYV SPDR S&P 400 Mid Cap Value ETF | $301,723 | $41,876 ▲ | 16.1% | 3,970 | 0.2% | ETF |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $301,627 | $787 ▼ | -0.3% | 2,683 | 0.2% | ETF |
BMY Bristol-Myers Squibb | $301,226 | $108 ▲ | 0.0% | 5,555 | 0.2% | Medical |
VIGI Vanguard International Dividend Appreciation ETF | $301,223 | $157,745 ▼ | -34.4% | 3,695 | 0.2% | ETF |
HCA HCA Healthcare | $300,844 | $22,013 ▼ | -6.8% | 902 | 0.2% | Medical |
NEA Nuveen AMT-Free Quality Municipal Income Fund | $298,969 | $387 ▲ | 0.1% | 27,007 | 0.2% | Financial Services |
CSQ Calamos Strategic Total Return Fund | $295,656 | $868 ▲ | 0.3% | 18,061 | 0.2% | Financial Services |
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $294,809 | | 0.0% | 36,129 | 0.2% | Financial Services |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $293,011 | $14,412 ▲ | 5.2% | 3,314 | 0.1% | ETF |
VTV Vanguard Value ETF | $286,638 | $13,518 ▼ | -4.5% | 1,760 | 0.1% | ETF |
WSM Williams-Sonoma | $285,777 | $285,777 ▲ | New Holding | 900 | 0.1% | Retail/Wholesale |
VOO Vanguard S&P 500 ETF | $280,936 | $42,814 ▲ | 18.0% | 584 | 0.1% | ETF |
SHEL Shell | $275,803 | | 0.0% | 4,114 | 0.1% | Oils/Energy |
ADM Archer-Daniels-Midland | $274,691 | $22,990 ▲ | 9.1% | 4,373 | 0.1% | Consumer Staples |
BSMP Invesco BulletShares 2025 Municipal Bond ETF | $268,324 | $268,324 ▲ | New Holding | 11,024 | 0.1% | ETF |
LVS Las Vegas Sands | $265,224 | $5,015 ▼ | -1.9% | 5,130 | 0.1% | Consumer Discretionary |
RVT Royce Value Trust | $262,318 | $334 ▲ | 0.1% | 17,292 | 0.1% | Finance |
PH Parker-Hannifin | $261,777 | $60,581 ▼ | -18.8% | 471 | 0.1% | Industrial Products |
BSMQ Invesco BulletShares 2026 Municipal Bond ETF | $258,462 | $258,462 ▲ | New Holding | 10,968 | 0.1% | ETF |
BSMR Invesco BulletShares 2027 Municipal Bond ETF | $258,407 | $258,407 ▲ | New Holding | 10,924 | 0.1% | ETF |
BSMS Invesco BulletShares 2028 Municipal Bond ETF | $258,210 | $258,210 ▲ | New Holding | 10,997 | 0.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $257,860 | $20,506 ▲ | 8.6% | 1,094 | 0.1% | ETF |
BSMT Invesco BulletShares 2029 Municipal Bond ETF | $257,848 | $257,848 ▲ | New Holding | 11,095 | 0.1% | ETF |
IEF iShares 7-10 Year Treasury Bond ETF | $256,365 | $256,365 ▲ | New Holding | 2,708 | 0.1% | ETF |
IWL iShares Russell Top 200 ETF | $254,240 | | 0.0% | 2,000 | 0.1% | ETF |
MET MetLife | $254,135 | $92,419 ▼ | -26.7% | 3,429 | 0.1% | Finance |
CHTR Charter Communications | $250,814 | | 0.0% | 863 | 0.1% | Consumer Discretionary |
ITW Illinois Tool Works | $249,547 | | 0.0% | 930 | 0.1% | Industrial Products |
OSK Oshkosh | $249,420 | | 0.0% | 2,000 | 0.1% | Auto/Tires/Trucks |
AN AutoNation | $248,370 | $26,824 ▼ | -9.7% | 1,500 | 0.1% | Retail/Wholesale |
O Realty Income | $246,053 | $17,745 ▲ | 7.8% | 4,548 | 0.1% | Finance |
YUM Yum! Brands | $243,192 | $20,797 ▲ | 9.4% | 1,754 | 0.1% | Retail/Wholesale |
XSMO Invesco S&P SmallCap Momentum ETF | $241,280 | | 0.0% | 4,000 | 0.1% | ETF |
DOW DOW | $238,495 | $21,839 ▼ | -8.4% | 4,117 | 0.1% | Basic Materials |
LOGI Logitech International | $236,851 | $24,579 ▼ | -9.4% | 2,650 | 0.1% | Computer and Technology |
IVV iShares Core S&P 500 ETF | $235,240 | $172,615 ▼ | -42.3% | 447 | 0.1% | ETF |
IWV iShares Russell 3000 ETF | $234,963 | | 0.0% | 783 | 0.1% | ETF |
CWST Casella Waste Systems | $234,322 | $989 ▼ | -0.4% | 2,370 | 0.1% | Industrial Products |
IBB iShares Biotechnology ETF | $233,466 | $233,466 ▲ | New Holding | 1,701 | 0.1% | Finance |
V Visa | $226,905 | $414,737 ▼ | -64.6% | 813 | 0.1% | Business Services |
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $222,936 | | 0.0% | 17,242 | 0.1% | Financial Services |
THC Tenet Healthcare | $222,833 | $222,833 ▲ | New Holding | 2,120 | 0.1% | Medical |
ADX Adams Diversified Equity Fund | $222,040 | $44,896 ▼ | -16.8% | 11,375 | 0.1% | Finance |
JCPB JPMorgan Core Plus Bond ETF | $219,534 | $4,245 ▼ | -1.9% | 4,706 | 0.1% | ETF |
ABT Abbott Laboratories | $219,362 | $2,728 ▼ | -1.2% | 1,930 | 0.1% | Medical |
TGT Target | $218,427 | $218,427 ▲ | New Holding | 1,233 | 0.1% | Retail/Wholesale |
UTF Cohen & Steers Infrastructure Fund | $213,745 | $213,745 ▲ | New Holding | 9,069 | 0.1% | Financial Services |
IUSV iShares Core S&P U.S. Value ETF | $212,123 | $212,123 ▲ | New Holding | 2,345 | 0.1% | Manufacturing |
RSG Republic Services | $210,967 | $210,967 ▲ | New Holding | 1,102 | 0.1% | Business Services |
K Kellanova | $210,896 | $11,860 ▼ | -5.3% | 3,681 | 0.1% | Consumer Discretionary |
MKL Markel Group | $209,964 | $209,964 ▲ | New Holding | 138 | 0.1% | Multi-Sector Conglomerates |
NIE Virtus Equity & Convertible Income Fund | $208,518 | $208,518 ▲ | New Holding | 9,313 | 0.1% | Financial Services |
ADI Analog Devices | $207,734 | $2,374 ▼ | -1.1% | 1,050 | 0.1% | Computer and Technology |
UNP Union Pacific | $207,073 | $207,073 ▲ | New Holding | 842 | 0.1% | Transportation |
XLK Technology Select Sector SPDR Fund | $206,897 | $206,897 ▲ | New Holding | 993 | 0.1% | ETF |
ROST Ross Stores | $205,464 | $205,464 ▲ | New Holding | 1,400 | 0.1% | Retail/Wholesale |
IR Ingersoll Rand | $204,902 | $204,902 ▲ | New Holding | 2,158 | 0.1% | Industrial Products |
IVW iShares S&P 500 Growth ETF | $204,683 | $204,683 ▲ | New Holding | 2,424 | 0.1% | ETF |
VLO Valero Energy | $201,296 | $201,296 ▲ | New Holding | 1,179 | 0.1% | Oils/Energy |
KEY KeyCorp | $186,303 | $158 ▲ | 0.1% | 11,784 | 0.1% | Finance |
PCF High Income Securities Fund | $170,333 | | 0.0% | 25,160 | 0.1% | Finance |
HEQ John Hancock Hedged Equity & Income Fund | $128,744 | | 0.0% | 12,273 | 0.1% | Financial Services |
MUI BlackRock Municipal Income Fund | $125,774 | | 0.0% | 10,429 | 0.1% | Financial Services |
OIA Invesco Municipal Income Opportunities Trust | $110,968 | $895 ▲ | 0.8% | 16,994 | 0.1% | Finance |
USA Liberty All-Star Equity Fund | $79,186 | | 0.0% | 11,075 | 0.0% | Finance |
SIRI Sirius XM | $71,004 | | 0.0% | 18,300 | 0.0% | Consumer Discretionary |
PSEC Prospect Capital | $68,451 | $856 ▲ | 1.3% | 12,400 | 0.0% | Finance |
MFM MFS Municipal Income Trust | $55,563 | | 0.0% | 10,347 | 0.0% | Finance |
NOK Nokia Oyj | $36,846 | $4 ▲ | 0.0% | 10,409 | 0.0% | Computer and Technology |
FCEL FuelCell Energy | $23,800 | $23,800 ▲ | New Holding | 20,000 | 0.0% | Oils/Energy |
DNA Ginkgo Bioworks | $17,400 | | 0.0% | 15,000 | 0.0% | Medical |
VZLA Vizsla Silver | $13,300 | | 0.0% | 10,000 | 0.0% | Basic Materials |
CYBN Cybin | $6,202 | $6,202 ▲ | New Holding | 15,000 | 0.0% | Medical |
NKE NIKE | $0 | $410,704 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
FTNT Fortinet | $0 | $409,710 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SYNA Synaptics | $0 | $387,872 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
SBUX Starbucks | $0 | $319,408 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
LULU Lululemon Athletica | $0 | $300,127 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
CM Canadian Imperial Bank of Commerce | $0 | $274,307 ▼ | -100.0% | 0 | 0.0% | Finance |
TFC Truist Financial | $0 | $236,995 ▼ | -100.0% | 0 | 0.0% | Finance |
IWY iShares Russell Top 200 Growth ETF | $0 | $235,145 ▼ | -100.0% | 0 | 0.0% | ETF |
SRVR Pacer Data & Infrastructure Real Estate ETF | $0 | $233,974 ▼ | -100.0% | 0 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $0 | $227,524 ▼ | -100.0% | 0 | 0.0% | ETF |
GILD Gilead Sciences | $0 | $209,211 ▼ | -100.0% | 0 | 0.0% | Medical |
TOL Toll Brothers | $0 | $205,580 ▼ | -100.0% | 0 | 0.0% | Construction |
ICF iShares Cohen & Steers REIT ETF | $0 | $204,492 ▼ | -100.0% | 0 | 0.0% | ETF |
WBD Warner Bros. Discovery | $0 | $119,149 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
DLTH Duluth | $0 | $57,835 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
PLBY PLBY Group | $0 | $12,413 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
