Rockwell Automation
(ROK)
|
10.9 |
$12M |
|
42k |
285.87 |
Apple
(AAPL)
|
9.2 |
$10M |
|
59k |
171.21 |
Microsoft Corporation
(MSFT)
|
5.1 |
$5.6M |
|
18k |
315.75 |
First Tr Exchange-traded First Tr Enh New
(FTSM)
|
4.5 |
$4.9M |
|
83k |
59.42 |
Skyworks Solutions
(SWKS)
|
3.4 |
$3.7M |
|
38k |
98.59 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
3.3 |
$3.7M |
|
36k |
100.67 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.3 |
$3.6M |
|
10k |
350.30 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
3.3 |
$3.6M |
|
39k |
91.82 |
Ishares Tr Short Treas Bd
(SHV)
|
3.0 |
$3.3M |
|
30k |
110.47 |
Invesco Exch Traded Fd Tr Ii Short Term Treas
(TBLL)
|
2.5 |
$2.7M |
|
26k |
105.50 |
Ametek
(AME)
|
2.4 |
$2.7M |
|
18k |
147.76 |
Boeing Company
(BA)
|
2.4 |
$2.7M |
|
14k |
191.68 |
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
2.0 |
$2.2M |
|
45k |
50.32 |
Amazon
(AMZN)
|
2.0 |
$2.1M |
|
17k |
127.12 |
Johnson & Johnson
(JNJ)
|
1.8 |
$1.9M |
|
12k |
155.76 |
Costco Wholesale Corporation
(COST)
|
1.4 |
$1.5M |
|
2.7k |
565.01 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.2 |
$1.3M |
|
3.4k |
392.70 |
Exxon Mobil Corporation
(XOM)
|
1.1 |
$1.2M |
|
10k |
117.58 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$1.1M |
|
8.6k |
130.86 |
Pepsi
(PEP)
|
1.0 |
$1.1M |
|
6.6k |
169.42 |
Chevron Corporation
(CVX)
|
1.0 |
$1.1M |
|
6.6k |
168.62 |
Northrop Grumman Corporation
(NOC)
|
0.9 |
$1.0M |
|
2.3k |
440.31 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.9 |
$1.0M |
|
20k |
50.74 |
Automatic Data Processing
(ADP)
|
0.9 |
$990k |
|
4.1k |
240.58 |
International Business Machines
(IBM)
|
0.9 |
$951k |
|
6.8k |
140.28 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$865k |
|
6.6k |
131.85 |
Union Pacific Corporation
(UNP)
|
0.8 |
$857k |
|
4.2k |
203.63 |
Merck & Co
(MRK)
|
0.8 |
$836k |
|
8.1k |
102.96 |
JPMorgan Chase & Co.
(JPM)
|
0.8 |
$826k |
|
5.7k |
145.02 |
Coca-Cola Company
(KO)
|
0.7 |
$761k |
|
14k |
55.98 |
Procter & Gamble Company
(PG)
|
0.7 |
$756k |
|
5.2k |
145.86 |
NVIDIA Corporation
(NVDA)
|
0.7 |
$755k |
|
1.7k |
434.81 |
Visa Com Cl A
(V)
|
0.7 |
$742k |
|
3.2k |
230.03 |
Franklin Templeton Etf Tr Us Lrg Cp Mltfct
(FLQL)
|
0.7 |
$734k |
|
17k |
43.07 |
Raytheon Technologies Corp
(RTX)
|
0.7 |
$719k |
|
10k |
71.97 |
Air Products & Chemicals
(APD)
|
0.6 |
$712k |
|
2.5k |
283.37 |
Carrier Global Corporation
(CARR)
|
0.6 |
$704k |
|
13k |
55.20 |
Fidelity Covington Trust Msci Energy Idx
(FENY)
|
0.6 |
$667k |
|
27k |
24.91 |
Pimco CA Muni. Income Fund III
(PZC)
|
0.6 |
$661k |
|
96k |
6.85 |
Public Service Enterprise
(PEG)
|
0.6 |
$639k |
|
11k |
56.91 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.6 |
$617k |
|
1.7k |
358.32 |
Home Depot
(HD)
|
0.6 |
$611k |
|
2.0k |
302.21 |
Pfizer
(PFE)
|
0.5 |
$595k |
|
18k |
33.17 |
McDonald's Corporation
(MCD)
|
0.5 |
$575k |
|
2.2k |
263.57 |
Wal-Mart Stores
(WMT)
|
0.5 |
$562k |
|
3.5k |
159.95 |
Ishares Tr Ishares Biotech
(IBB)
|
0.5 |
$522k |
|
4.3k |
122.28 |
UnitedHealth
(UNH)
|
0.5 |
$515k |
|
1.0k |
504.19 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$504k |
|
1.2k |
427.76 |
Target Corporation
(TGT)
|
0.4 |
$490k |
|
4.4k |
110.58 |
Cisco Systems
(CSCO)
|
0.4 |
$485k |
|
9.0k |
53.76 |
Medpace Hldgs
(MEDP)
|
0.4 |
$484k |
|
2.0k |
242.13 |
Vaneck Etf Trust Preferred Securt
(PFXF)
|
0.4 |
$474k |
|
28k |
16.81 |
Qualcomm
(QCOM)
|
0.4 |
$469k |
|
4.2k |
111.06 |
Pimco CA Muni. Income Fund II
(PCK)
|
0.4 |
$456k |
|
91k |
5.02 |
Abbvie
(ABBV)
|
0.4 |
$450k |
|
3.0k |
149.06 |
SYSCO Corporation
(SYY)
|
0.4 |
$443k |
|
6.7k |
66.05 |
Broadcom
(AVGO)
|
0.4 |
$419k |
|
504.00 |
830.58 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.4 |
$418k |
|
8.2k |
50.89 |
Nuveen Mun High Income Opp F
(NMZ)
|
0.4 |
$413k |
|
45k |
9.28 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.4 |
$409k |
|
7.2k |
57.15 |
Otis Worldwide Corp
(OTIS)
|
0.3 |
$367k |
|
4.6k |
80.31 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$366k |
|
12k |
30.15 |
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.3 |
$362k |
|
38k |
9.65 |
Starbucks Corporation
(SBUX)
|
0.3 |
$347k |
|
3.8k |
91.28 |
Hercules Technology Growth Capital
(HTGC)
|
0.3 |
$345k |
|
21k |
16.42 |
Invesco Van Kampen Cal Val Mun Inc Trust
(VCV)
|
0.3 |
$345k |
|
41k |
8.43 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.3 |
$336k |
|
3.5k |
96.92 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.3 |
$334k |
|
2.6k |
128.75 |
Capital Group Dividend Value Shs Creation Uni
(CGDV)
|
0.3 |
$330k |
|
13k |
26.47 |
Select Sector Spdr Tr Energy
(XLE)
|
0.3 |
$328k |
|
3.6k |
90.39 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$323k |
|
752.00 |
429.23 |
Oracle Corporation
(ORCL)
|
0.3 |
$322k |
|
3.0k |
105.92 |
Rio Tinto Sponsored Adr
(RIO)
|
0.3 |
$318k |
|
5.0k |
63.64 |
Abbott Laboratories
(ABT)
|
0.3 |
$311k |
|
3.2k |
96.85 |
Roper Industries
(ROP)
|
0.3 |
$304k |
|
627.00 |
484.28 |
Devon Energy Corporation
(DVN)
|
0.3 |
$296k |
|
6.2k |
47.70 |
Kimberly-Clark Corporation
(KMB)
|
0.3 |
$296k |
|
2.4k |
120.85 |
Pimco CA Municipal Income Fund
(PCQ)
|
0.3 |
$289k |
|
35k |
8.34 |
Mondelez Intl Cl A
(MDLZ)
|
0.3 |
$288k |
|
4.2k |
69.40 |
First Tr Exchange Trad Fd Vi FST TR GLB FD
(FTGC)
|
0.3 |
$284k |
|
12k |
24.00 |
Western Asset Global Cp Defi
(GDO)
|
0.2 |
$273k |
|
23k |
11.85 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$266k |
|
866.00 |
307.11 |
Capital Southwest Corporation
(CSWC)
|
0.2 |
$264k |
|
12k |
22.90 |
Meta Platforms Cl A
(META)
|
0.2 |
$261k |
|
868.00 |
300.21 |
Amgen
(AMGN)
|
0.2 |
$255k |
|
950.00 |
268.76 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$255k |
|
500.00 |
509.90 |
Blackstone Secd Lending Common Stock
(BXSL)
|
0.2 |
$243k |
|
8.9k |
27.36 |
Wisdomtree Tr Jp Smallcp Div
(DFJ)
|
0.2 |
$241k |
|
3.5k |
68.96 |
Owl Rock Capital Corporation
(OBDC)
|
0.2 |
$239k |
|
17k |
13.85 |
Sixth Street Specialty Lending
(TSLX)
|
0.2 |
$239k |
|
12k |
20.44 |
Marvell Technology
(MRVL)
|
0.2 |
$228k |
|
4.2k |
54.12 |
Select Sector Spdr Tr Indl
(XLI)
|
0.2 |
$224k |
|
2.2k |
101.39 |
Golub Capital BDC
(GBDC)
|
0.2 |
$221k |
|
15k |
14.67 |
Tesla Motors
(TSLA)
|
0.2 |
$220k |
|
879.00 |
250.22 |
Main Street Capital Corporation
(MAIN)
|
0.2 |
$220k |
|
5.4k |
40.63 |
Select Sector Spdr Tr Financial
(XLF)
|
0.2 |
$219k |
|
6.6k |
33.17 |
Genelux Corporation
(GNLX)
|
0.2 |
$217k |
|
8.9k |
24.49 |
General Electric Com New
(GE)
|
0.2 |
$214k |
|
1.9k |
110.56 |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq
(DMAY)
|
0.2 |
$212k |
|
6.3k |
33.88 |
First Tr Exchng Traded Fd Vi Tcw Opportunis
(FIXD)
|
0.2 |
$209k |
|
5.0k |
42.06 |
Iron Mountain
(IRM)
|
0.2 |
$209k |
|
3.5k |
59.46 |
Ares Capital Corporation
(ARCC)
|
0.2 |
$208k |
|
11k |
19.47 |
Texas Instruments Incorporated
(TXN)
|
0.2 |
$205k |
|
1.3k |
159.01 |
Clorox Company
(CLX)
|
0.2 |
$201k |
|
1.5k |
131.06 |
Nuveen Ins Ca Tx Fr Adv Mun
(NKX)
|
0.2 |
$189k |
|
18k |
10.26 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.2 |
$179k |
|
13k |
14.03 |
Blackrock Calif Mun Income T Sh Ben Int
(BFZ)
|
0.1 |
$158k |
|
15k |
10.29 |
BlackRock Corporate High Yield Fund VI
(HYT)
|
0.1 |
$134k |
|
16k |
8.63 |