|
Apple
(AAPL)
|
5.7 |
$6.9M |
|
34k |
205.17 |
|
Microsoft Corporation
(MSFT)
|
3.8 |
$4.6M |
|
9.3k |
497.39 |
|
Ishares Tr Rus 1000 Val Etf
(IWD)
|
3.2 |
$3.8M |
|
20k |
194.23 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.9 |
$3.5M |
|
8.3k |
424.59 |
|
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
2.5 |
$3.0M |
|
28k |
109.61 |
|
Amazon
(AMZN)
|
2.3 |
$2.8M |
|
13k |
219.39 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
2.3 |
$2.8M |
|
32k |
88.25 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.1 |
$2.5M |
|
23k |
109.29 |
|
Spdr Series Trust S&p Biotech
(XBI)
|
1.8 |
$2.1M |
|
26k |
82.93 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
1.7 |
$2.1M |
|
3.4k |
617.79 |
|
JPMorgan Chase & Co.
(JPM)
|
1.7 |
$2.1M |
|
7.2k |
289.90 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.7 |
$2.0M |
|
41k |
49.46 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.6 |
$2.0M |
|
4.1k |
485.77 |
|
Ishares Tr Intl Sel Div Etf
(IDV)
|
1.5 |
$1.8M |
|
54k |
34.51 |
|
Abbvie
(ABBV)
|
1.5 |
$1.8M |
|
9.5k |
185.61 |
|
NVIDIA Corporation
(NVDA)
|
1.5 |
$1.8M |
|
11k |
158.00 |
|
Williams Companies
(WMB)
|
1.4 |
$1.7M |
|
26k |
62.81 |
|
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
1.2 |
$1.5M |
|
18k |
82.86 |
|
Vaneck Etf Trust Gold Miners Etf
(GDX)
|
1.2 |
$1.5M |
|
28k |
52.06 |
|
Enterprise Products Partners
(EPD)
|
1.2 |
$1.5M |
|
47k |
31.01 |
|
Ameriprise Financial
(AMP)
|
1.2 |
$1.4M |
|
2.7k |
533.73 |
|
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf
(FPE)
|
1.2 |
$1.4M |
|
80k |
17.80 |
|
Amgen
(AMGN)
|
1.2 |
$1.4M |
|
5.1k |
279.20 |
|
MPLX Com Unit Rep Ltd
(MPLX)
|
1.1 |
$1.4M |
|
27k |
51.51 |
|
Oneok
(OKE)
|
1.1 |
$1.3M |
|
16k |
81.63 |
|
Dimensional Etf Trust Us High Profitab
(DUHP)
|
1.1 |
$1.3M |
|
37k |
35.56 |
|
Ishares Tr Calif Mun Bd Etf
(CMF)
|
1.0 |
$1.3M |
|
23k |
55.74 |
|
Visa Com Cl A
(V)
|
1.0 |
$1.2M |
|
3.4k |
355.05 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$1.2M |
|
6.7k |
176.24 |
|
First Tr Exchange-traded SHS
(FVD)
|
0.9 |
$1.1M |
|
26k |
44.70 |
|
Netflix
(NFLX)
|
0.9 |
$1.1M |
|
837.00 |
1339.13 |
|
Parker-Hannifin Corporation
(PH)
|
0.9 |
$1.1M |
|
1.6k |
698.47 |
|
Danaher Corporation
(DHR)
|
0.9 |
$1.1M |
|
5.6k |
197.54 |
|
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.9 |
$1.1M |
|
13k |
80.65 |
|
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.9 |
$1.0M |
|
12k |
89.06 |
|
Qualcomm
(QCOM)
|
0.8 |
$999k |
|
6.3k |
159.26 |
|
Adobe Systems Incorporated
(ADBE)
|
0.8 |
$989k |
|
2.6k |
386.88 |
|
Chevron Corporation
(CVX)
|
0.8 |
$988k |
|
6.9k |
143.18 |
|
Crowdstrike Hldgs Cl A
(CRWD)
|
0.8 |
$965k |
|
1.9k |
509.31 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.8 |
$935k |
|
7.0k |
132.78 |
|
Martin Marietta Materials
(MLM)
|
0.8 |
$934k |
|
1.7k |
548.96 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.8 |
$927k |
|
16k |
56.85 |
|
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.8 |
$922k |
|
51k |
18.13 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.8 |
$922k |
|
5.2k |
177.37 |
|
Williams-Sonoma
(WSM)
|
0.7 |
$903k |
|
5.5k |
163.37 |
|
Hess Midstream Cl A Shs
(HESM)
|
0.7 |
$829k |
|
22k |
38.51 |
|
Costco Wholesale Corporation
(COST)
|
0.7 |
$829k |
|
837.00 |
989.82 |
|
salesforce
(CRM)
|
0.7 |
$808k |
|
3.0k |
272.71 |
|
Capital Grp Fixed Incm Etf T Us Multi-sector
(CGMS)
|
0.6 |
$780k |
|
28k |
27.62 |
|
EOG Resources
(EOG)
|
0.6 |
$779k |
|
6.5k |
119.61 |
|
Meta Platforms Cl A
(META)
|
0.6 |
$745k |
|
1.0k |
737.91 |
|
Deere & Company
(DE)
|
0.6 |
$722k |
|
1.4k |
508.40 |
|
Exxon Mobil Corporation
(XOM)
|
0.6 |
$707k |
|
6.6k |
107.81 |
|
Microchip Technology
(MCHP)
|
0.6 |
$705k |
|
10k |
70.37 |
|
Mastercard Incorporated Cl A
(MA)
|
0.6 |
$701k |
|
1.2k |
561.90 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.6 |
$674k |
|
3.9k |
173.27 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.6 |
$669k |
|
7.9k |
84.81 |
|
Nextera Energy
(NEE)
|
0.5 |
$646k |
|
9.3k |
69.42 |
|
Raytheon Technologies Corp
(RTX)
|
0.5 |
$631k |
|
4.3k |
146.01 |
|
Johnson Ctls Intl SHS
(JCI)
|
0.5 |
$630k |
|
6.0k |
105.62 |
|
Oshkosh Corporation
(OSK)
|
0.5 |
$602k |
|
5.3k |
113.54 |
|
Altria
(MO)
|
0.5 |
$598k |
|
10k |
58.63 |
|
Corteva
(CTVA)
|
0.5 |
$566k |
|
7.6k |
74.53 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.5 |
$563k |
|
4.7k |
119.07 |
|
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.5 |
$551k |
|
2.0k |
278.93 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.5 |
$549k |
|
8.2k |
67.22 |
|
General Dynamics Corporation
(GD)
|
0.5 |
$547k |
|
1.9k |
291.73 |
|
Home Depot
(HD)
|
0.4 |
$543k |
|
1.5k |
366.72 |
|
Phillips 66
(PSX)
|
0.4 |
$513k |
|
4.3k |
119.30 |
|
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.4 |
$511k |
|
5.1k |
100.69 |
|
Ishares Tr Expanded Tech
(IGV)
|
0.4 |
$501k |
|
4.6k |
109.50 |
|
Lennar Corp Cl A
(LEN)
|
0.4 |
$496k |
|
4.5k |
110.61 |
|
Novartis Sponsored Adr
(NVS)
|
0.4 |
$491k |
|
4.1k |
121.01 |
|
Ansys
(ANSS)
|
0.4 |
$474k |
|
1.4k |
351.22 |
|
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi
(PCEF)
|
0.4 |
$457k |
|
23k |
19.54 |
|
Northrop Grumman Corporation
(NOC)
|
0.4 |
$456k |
|
912.00 |
499.99 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.4 |
$456k |
|
8.0k |
57.01 |
|
Lockheed Martin Corporation
(LMT)
|
0.4 |
$451k |
|
974.00 |
463.03 |
|
Bank of America Corporation
(BAC)
|
0.4 |
$448k |
|
9.5k |
47.32 |
|
Bristol Myers Squibb
(BMY)
|
0.4 |
$444k |
|
9.6k |
46.29 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.4 |
$429k |
|
18k |
24.54 |
|
S&p Global
(SPGI)
|
0.4 |
$427k |
|
810.00 |
527.03 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.3 |
$425k |
|
8.8k |
48.24 |
|
Ishares Tr Investment Grade
(IGEB)
|
0.3 |
$420k |
|
9.2k |
45.44 |
|
Pepsi
(PEP)
|
0.3 |
$416k |
|
3.2k |
132.04 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.3 |
$411k |
|
7.9k |
52.37 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$410k |
|
1.9k |
215.83 |
|
Etfs Gold Tr Physcl Gold Shs
(SGOL)
|
0.3 |
$401k |
|
13k |
31.54 |
|
Synopsys
(SNPS)
|
0.3 |
$400k |
|
781.00 |
512.68 |
|
Walt Disney Company
(DIS)
|
0.3 |
$400k |
|
3.2k |
124.00 |
|
Coca-Cola Company
(KO)
|
0.3 |
$389k |
|
5.5k |
70.75 |
|
PIMCO Corporate Opportunity Fund
(PTY)
|
0.3 |
$387k |
|
28k |
13.91 |
|
Wells Fargo & Company
(WFC)
|
0.3 |
$385k |
|
4.8k |
80.12 |
|
Ishares Tr Us Home Cons Etf
(ITB)
|
0.3 |
$380k |
|
4.1k |
93.17 |
|
Ishares Msci Gbl Etf New
(PICK)
|
0.3 |
$370k |
|
9.8k |
37.60 |
|
Nike CL B
(NKE)
|
0.3 |
$363k |
|
5.1k |
71.05 |
|
Broadcom
(AVGO)
|
0.3 |
$359k |
|
1.3k |
275.71 |
|
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.3 |
$357k |
|
12k |
30.68 |
|
Bondbloxx Etf Trust Bloomberg Twenty
(XTWY)
|
0.3 |
$351k |
|
9.1k |
38.57 |
|
Chubb
(CB)
|
0.3 |
$344k |
|
1.2k |
289.72 |
|
Waste Management
(WM)
|
0.3 |
$339k |
|
1.5k |
228.82 |
|
Pfizer
(PFE)
|
0.3 |
$339k |
|
14k |
24.24 |
|
Verizon Communications
(VZ)
|
0.3 |
$336k |
|
7.8k |
43.27 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.3 |
$330k |
|
16k |
20.92 |
|
Thermo Fisher Scientific
(TMO)
|
0.3 |
$326k |
|
805.00 |
405.46 |
|
Spdr Series Trust SPDR S&P1500VL
(VLU)
|
0.3 |
$319k |
|
1.7k |
192.15 |
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem
(JEPQ)
|
0.3 |
$317k |
|
5.8k |
54.40 |
|
Starbucks Corporation
(SBUX)
|
0.3 |
$313k |
|
3.4k |
91.64 |
|
Bondbloxx Etf Trust Bloomberg Ten Yr
(XTEN)
|
0.3 |
$310k |
|
6.7k |
46.16 |
|
Nushares Etf Tr Nuveen Esg Intl
(NUDM)
|
0.3 |
$306k |
|
8.6k |
35.49 |
|
UnitedHealth
(UNH)
|
0.2 |
$297k |
|
952.00 |
312.05 |
|
NVR
(NVR)
|
0.2 |
$295k |
|
40.00 |
7385.65 |
|
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.2 |
$291k |
|
3.7k |
77.50 |
|
Tcw Etf Trust Transform System
(PWRD)
|
0.2 |
$288k |
|
3.2k |
90.17 |
|
Spdr Series Trust Russell Low Vol
(ONEV)
|
0.2 |
$288k |
|
2.2k |
129.10 |
|
Xylem
(XYL)
|
0.2 |
$285k |
|
2.2k |
129.36 |
|
Colgate-Palmolive Company
(CL)
|
0.2 |
$285k |
|
3.1k |
90.90 |
|
Dollar General
(DG)
|
0.2 |
$284k |
|
2.5k |
114.38 |
|
Alcon Ord Shs
(ALC)
|
0.2 |
$274k |
|
3.1k |
88.28 |
|
Cisco Systems
(CSCO)
|
0.2 |
$270k |
|
3.9k |
69.38 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.2 |
$265k |
|
2.0k |
135.01 |
|
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.2 |
$265k |
|
9.0k |
29.43 |
|
At&t
(T)
|
0.2 |
$260k |
|
9.0k |
28.94 |
|
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.2 |
$260k |
|
2.6k |
101.58 |
|
Paypal Holdings
(PYPL)
|
0.2 |
$258k |
|
3.5k |
74.32 |
|
Goldman Sachs Etf Tr Just Us Lrg Cp
(JUST)
|
0.2 |
$255k |
|
2.9k |
87.93 |
|
RPM International
(RPM)
|
0.2 |
$249k |
|
2.3k |
109.84 |
|
Automatic Data Processing
(ADP)
|
0.2 |
$248k |
|
803.00 |
308.40 |
|
American Tower Reit
(AMT)
|
0.2 |
$243k |
|
1.1k |
221.02 |
|
First Tr Exch Traded Fd Iii Calif Mun Incm
(FCAL)
|
0.2 |
$242k |
|
5.1k |
47.97 |
|
Plains All Amern Pipeline L Unit Ltd Partn
(PAA)
|
0.2 |
$238k |
|
13k |
18.32 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$233k |
|
423.00 |
551.75 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.2 |
$226k |
|
3.6k |
62.36 |
|
Ishares Tr A Rate Cp Bd Etf
(QLTA)
|
0.2 |
$223k |
|
4.7k |
47.84 |
|
Cullen/Frost Bankers
(CFR)
|
0.2 |
$222k |
|
1.7k |
128.54 |
|
Invesco Van Kampen Cal Val Mun Inc Trust
(VCV)
|
0.2 |
$222k |
|
21k |
10.37 |
|
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.2 |
$216k |
|
2.6k |
81.66 |
|
Ishares Tr Esg Optimized
(SUSA)
|
0.2 |
$215k |
|
1.7k |
126.75 |
|
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.2 |
$215k |
|
4.7k |
45.29 |
|
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.2 |
$212k |
|
5.0k |
41.91 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$210k |
|
690.00 |
304.83 |
|
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.2 |
$209k |
|
5.1k |
40.74 |
|
Spdr Series Trust S&p Oilgas Exp
(XOP)
|
0.2 |
$209k |
|
1.7k |
125.79 |
|
Boeing Company
(BA)
|
0.2 |
$204k |
|
971.00 |
209.58 |
|
First Tr Exchange-traded First Tr Ta Hiyl
(HYLS)
|
0.2 |
$202k |
|
4.8k |
41.81 |
|
Western Asset High Incm Fd I
(HIX)
|
0.2 |
$185k |
|
43k |
4.29 |
|
AllianceBernstein Global Hgh Incm
(AWF)
|
0.1 |
$170k |
|
15k |
11.03 |
|
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.1 |
$131k |
|
13k |
10.35 |
|
PIMCO Global StocksPLUS & Income Fund
(PGP)
|
0.1 |
$108k |
|
13k |
8.29 |
|
Galectin Therapeutics Com New
(GALT)
|
0.0 |
$28k |
|
13k |
2.11 |