Microsoft Corp Stock
(MSFT)
|
11.8 |
$16M |
|
54k |
288.30 |
Ishares Core Sp 500 Etf
(IVV)
|
8.7 |
$11M |
|
28k |
411.07 |
Ishares Iboxx Invest Grade Corp Bnd Etf
(LQD)
|
7.6 |
$10M |
|
92k |
109.60 |
Zacks Earnings Cons Portfolio Etf
(ZECP)
|
6.8 |
$8.9M |
|
375k |
23.71 |
Spdr Portfolio Short Term Corp Bnd Etf
(SPSB)
|
5.5 |
$7.2M |
|
243k |
29.63 |
Apple Stock
(AAPL)
|
5.0 |
$6.6M |
|
40k |
164.89 |
Utilities Select Sector Spdr Fund Etf
(XLU)
|
3.2 |
$4.2M |
|
63k |
67.68 |
Ishares Preferred Income Sec Etf
(PFF)
|
2.7 |
$3.5M |
|
112k |
31.21 |
Starbucks Corp Stock
(SBUX)
|
2.6 |
$3.4M |
|
32k |
104.11 |
Wisdomtree Enhanced Comm Etf
(GCC)
|
2.2 |
$2.8M |
|
159k |
17.87 |
Nvidia Corporation Stock
(NVDA)
|
1.8 |
$2.4M |
|
8.7k |
277.73 |
Costco Whsl Corp Stock
(COST)
|
1.8 |
$2.3M |
|
4.7k |
496.93 |
Ishares Core U.s. Aggregate Bnd Etf
(AGG)
|
1.7 |
$2.2M |
|
22k |
99.63 |
Real Est Select Sector Spdr Fund Etf
(XLRE)
|
1.6 |
$2.1M |
|
57k |
37.38 |
Jpm Div Return U.s. Mid Cap Equity Etf
(JPME)
|
1.6 |
$2.1M |
|
25k |
85.76 |
Jpm Div Return U.s. Small Cap Eq Etf
(JPSE)
|
1.6 |
$2.1M |
|
52k |
39.85 |
Jp Morgan Betabuilders U.s. Equity Etf
(BBUS)
|
1.3 |
$1.7M |
|
24k |
73.50 |
Capital Group Growth Etf
(CGGR)
|
1.2 |
$1.6M |
|
69k |
22.46 |
Jpm Betabuilders Intl Equity Etf
(BBIN)
|
0.9 |
$1.2M |
|
23k |
53.82 |
Mcdonalds Corp Stock
(MCD)
|
0.9 |
$1.2M |
|
4.1k |
279.62 |
Procter And Gamble Stock
(PG)
|
0.9 |
$1.1M |
|
7.7k |
148.68 |
Johnson Johnson Stock
(JNJ)
|
0.8 |
$1.1M |
|
6.9k |
154.98 |
Abbvie Stock
(ABBV)
|
0.8 |
$1.0M |
|
6.6k |
159.38 |
Paccar Stock
(PCAR)
|
0.8 |
$1.0M |
|
14k |
73.19 |
Jpm Core Plus Bnd Etf
(JCPB)
|
0.8 |
$995k |
|
21k |
47.34 |
Fiserv Stock
(FI)
|
0.8 |
$993k |
|
8.8k |
112.94 |
Boeing Stock
(BA)
|
0.8 |
$990k |
|
4.7k |
212.40 |
Chevron Corp Stock
(CVX)
|
0.7 |
$964k |
|
5.9k |
163.14 |
Nextera Energy Stock
(NEE)
|
0.7 |
$923k |
|
12k |
77.03 |
Ishares 1 5 Year Inv Gr Corp Bnd Etf
(IGSB)
|
0.6 |
$822k |
|
16k |
50.51 |
Home Depot Stock
(HD)
|
0.6 |
$783k |
|
2.7k |
294.80 |
Amazon Stock
(AMZN)
|
0.6 |
$775k |
|
7.5k |
103.29 |
Berkshire Hath Inc Del Cl B Stock
(BRK.B)
|
0.6 |
$756k |
|
2.5k |
308.57 |
Pepsico Stock
(PEP)
|
0.5 |
$713k |
|
3.9k |
182.12 |
Jpm Active Growth Etf
(JGRO)
|
0.5 |
$691k |
|
14k |
49.10 |
Cisco Sys Stock
(CSCO)
|
0.5 |
$672k |
|
13k |
52.25 |
Exxon Mobil Corp Stock
(XOM)
|
0.5 |
$644k |
|
5.9k |
109.51 |
Jpm Chase Stock
(JPM)
|
0.5 |
$632k |
|
4.9k |
130.28 |
Bank America Corp Stock
(BAC)
|
0.5 |
$631k |
|
22k |
28.59 |
Emerson Elec Stock
(EMR)
|
0.5 |
$609k |
|
7.0k |
87.06 |
Lockheed Martin Corp Stock
(LMT)
|
0.5 |
$603k |
|
1.3k |
472.57 |
Automatic Data Processing Stock
(ADP)
|
0.5 |
$598k |
|
2.7k |
223.55 |
Caterpillar Stock
(CAT)
|
0.5 |
$597k |
|
2.6k |
228.56 |
Nike Inc Cl B Stock
(NKE)
|
0.5 |
$595k |
|
4.8k |
122.86 |
3M Stock
(MMM)
|
0.4 |
$590k |
|
5.6k |
105.00 |
Coca Cola Stock
(KO)
|
0.4 |
$579k |
|
9.3k |
62.39 |
Abbott Labs Stock
(ABT)
|
0.4 |
$546k |
|
5.4k |
101.20 |
Merck Stock
(MRK)
|
0.4 |
$542k |
|
5.1k |
107.11 |
Jpm Active Value Etf
(JAVA)
|
0.4 |
$530k |
|
10k |
51.43 |
Meta Platforms Inc Cl A Stock
(META)
|
0.4 |
$528k |
|
2.5k |
211.79 |
Ishares 0 5 Year High Yield Corp Bnd Etf
(SHYG)
|
0.4 |
$523k |
|
13k |
41.63 |
Walmart Stock
(WMT)
|
0.4 |
$483k |
|
3.3k |
147.35 |
Jpm Activeblds Emer Mkts Eq Etf
(JEMA)
|
0.4 |
$483k |
|
13k |
36.24 |
Vanguard Sp 500 Etf
(VOO)
|
0.4 |
$476k |
|
1.3k |
375.99 |
Schwab U.s. Small Cap Etf
(SCHA)
|
0.3 |
$455k |
|
11k |
41.88 |
Agf U.s. Mkt Neutral Anti-beta Fund Etf
(BTAL)
|
0.3 |
$447k |
|
22k |
20.37 |
Vanguard Mid-cap Etf
(VO)
|
0.3 |
$436k |
|
2.1k |
210.53 |
Lowes Cos Stock
(LOW)
|
0.3 |
$404k |
|
2.0k |
199.90 |
Ishares Iboxx High Yield Corp Bnd Etf
(HYG)
|
0.3 |
$392k |
|
5.2k |
75.52 |
Verizon Communications Stock
(VZ)
|
0.3 |
$391k |
|
10k |
38.88 |
Visa Inc Com Cl A Stock
(V)
|
0.3 |
$366k |
|
1.6k |
225.09 |
Ishares 1 3 Year Treasury Bnd Etf
(SHY)
|
0.3 |
$361k |
|
4.4k |
82.16 |
Spdr Sp Dividend Etf
(SDY)
|
0.3 |
$350k |
|
2.8k |
123.41 |
Philip Morris Intl Stock
(PM)
|
0.3 |
$350k |
|
3.6k |
98.54 |
Pfizer Stock
(PFE)
|
0.3 |
$336k |
|
8.2k |
40.77 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.3 |
$331k |
|
3.2k |
103.57 |
International Business Machs Stock
(IBM)
|
0.2 |
$328k |
|
2.5k |
130.83 |
Unitedhealth Group Stock
(UNH)
|
0.2 |
$324k |
|
685.00 |
472.99 |
Lilly Eli Stock
(LLY)
|
0.2 |
$324k |
|
944.00 |
343.22 |
Advanced Micro Devices Stock
(AMD)
|
0.2 |
$318k |
|
3.3k |
97.85 |
Bristol Myers Squibb Stock
(BMY)
|
0.2 |
$315k |
|
4.5k |
69.26 |
Ishares 10 Year Inv Grade Corp Bnd Etf
(IGLB)
|
0.2 |
$313k |
|
6.0k |
52.38 |
Ishares Russell 1000 Growth Etf
(IWF)
|
0.2 |
$306k |
|
1.3k |
244.21 |
Altria Group Stock
(MO)
|
0.2 |
$303k |
|
6.7k |
45.48 |
Vanguard Ftse Developed Mkts Etf
(VEA)
|
0.2 |
$301k |
|
6.7k |
45.13 |
Salesforce Stock
(CRM)
|
0.2 |
$300k |
|
1.5k |
199.60 |
Honeywell Intl Stock
(HON)
|
0.2 |
$289k |
|
1.5k |
191.01 |
Grant Life Sciences Stock
|
0.2 |
$284k |
|
11k |
25.59 |
Msci Stock
(MSCI)
|
0.2 |
$280k |
|
501.00 |
558.88 |
Spdr Dow Jones Reit Etf
(RWR)
|
0.2 |
$280k |
|
3.2k |
88.64 |
Nucor Corp Stock
(NUE)
|
0.2 |
$278k |
|
1.8k |
154.27 |
Wells Fargo Stock
(WFC)
|
0.2 |
$277k |
|
7.4k |
37.33 |
Spdr Bloomberg 1 3 Month T-bill Etf
(BIL)
|
0.2 |
$277k |
|
3.0k |
91.78 |
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.2 |
$274k |
|
3.9k |
70.08 |
Gilead Sciences Stock
(GILD)
|
0.2 |
$270k |
|
3.3k |
82.72 |
General Mls Stock
(GIS)
|
0.2 |
$269k |
|
3.2k |
85.15 |
Vanguard Intl High Dividend Yield Etf
(VYMI)
|
0.2 |
$265k |
|
4.3k |
61.79 |
Ishares Core U.s. Reit Etf
(USRT)
|
0.2 |
$257k |
|
5.1k |
50.26 |
Mastercard Incorpd Cl A Stock
(MA)
|
0.2 |
$250k |
|
690.00 |
362.32 |
Jpm Equity Premium Income Etf
(JEPI)
|
0.2 |
$248k |
|
4.6k |
54.47 |
Southern Stock
(SO)
|
0.2 |
$246k |
|
3.5k |
69.45 |
Ishares 3 7 Year Treasury Bnd Etf
(IEI)
|
0.2 |
$244k |
|
2.1k |
117.25 |
Qualcomm Stock
(QCOM)
|
0.2 |
$222k |
|
1.7k |
127.29 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.2 |
$222k |
|
2.1k |
103.79 |
Vanguard Dividend Appreciation Etf
(VIG)
|
0.2 |
$222k |
|
1.4k |
153.95 |
Pnc Finl Svcs Group Stock
(PNC)
|
0.2 |
$221k |
|
1.7k |
126.65 |
Conocophillips Stock
(COP)
|
0.2 |
$221k |
|
2.2k |
99.46 |
Deere Stock
(DE)
|
0.2 |
$216k |
|
524.00 |
412.21 |
Hartford Finl Svcs Group Stock
(HIG)
|
0.2 |
$208k |
|
3.0k |
70.18 |
Medtronic Stock
(MDT)
|
0.2 |
$206k |
|
2.5k |
81.23 |
Gallagher Arthur J Stock
(AJG)
|
0.2 |
$206k |
|
1.1k |
190.92 |
Waste Mgmt Inc Del Stock
(WM)
|
0.2 |
$200k |
|
1.2k |
162.60 |
Ford Mtr Co Del Stock
(F)
|
0.1 |
$126k |
|
10k |
12.60 |
Globalstar Stock
(GSAT)
|
0.0 |
$35k |
|
31k |
1.13 |
88 Energy Ltd Ord Stock
(EEENF)
|
0.0 |
$0 |
|
122k |
0.00 |