Microsoft Corporation
(MSFT)
|
9.3 |
$50M |
|
118k |
421.50 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
8.1 |
$43M |
|
96k |
453.28 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
4.6 |
$25M |
|
991k |
25.05 |
Visa Com Cl A
(V)
|
4.2 |
$22M |
|
71k |
316.04 |
Bank of America Corporation
(BAC)
|
4.1 |
$22M |
|
499k |
43.95 |
Bank of New York Mellon Corporation
(BK)
|
4.0 |
$22M |
|
282k |
76.83 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
3.6 |
$19M |
|
109k |
175.23 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
3.4 |
$18M |
|
429k |
42.61 |
American Express Company
(AXP)
|
3.2 |
$17M |
|
58k |
296.79 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
3.1 |
$17M |
|
88k |
190.88 |
Invesco Exch Traded Fd Tr Ii Var Rate Pfd
(VRP)
|
2.9 |
$16M |
|
651k |
24.19 |
Spdr Ser Tr Bloomberg Sht Te
(SJNK)
|
2.7 |
$14M |
|
565k |
25.25 |
Oracle Corporation
(ORCL)
|
2.5 |
$13M |
|
81k |
166.64 |
Merck & Co
(MRK)
|
2.2 |
$12M |
|
117k |
99.48 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
2.1 |
$12M |
|
275k |
41.73 |
Walt Disney Company
(DIS)
|
2.1 |
$11M |
|
101k |
111.35 |
Unilever Spon Adr New
(UL)
|
2.0 |
$11M |
|
192k |
56.70 |
Pepsi
(PEP)
|
1.8 |
$9.7M |
|
64k |
152.06 |
Novartis Sponsored Adr
(NVS)
|
1.6 |
$8.5M |
|
88k |
97.31 |
Raytheon Technologies Corp
(RTX)
|
1.6 |
$8.4M |
|
73k |
115.72 |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
1.4 |
$7.3M |
|
345k |
21.07 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
1.3 |
$7.1M |
|
55k |
128.62 |
Procter & Gamble Company
(PG)
|
1.3 |
$6.9M |
|
41k |
167.65 |
Ishares Core Msci Emkt
(IEMG)
|
1.3 |
$6.8M |
|
131k |
52.22 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
1.2 |
$6.5M |
|
70k |
93.06 |
Intel Corporation
(INTC)
|
1.2 |
$6.5M |
|
322k |
20.05 |
Ge Aerospace Com New
(GE)
|
1.2 |
$6.5M |
|
39k |
166.79 |
Select Sector Spdr Tr Financial
(XLF)
|
1.2 |
$6.2M |
|
129k |
48.33 |
Union Pacific Corporation
(UNP)
|
1.1 |
$6.1M |
|
27k |
228.04 |
Ishares Msci Emrg Chn
(EMXC)
|
1.1 |
$5.7M |
|
103k |
55.45 |
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
1.0 |
$5.2M |
|
103k |
50.37 |
Cisco Systems
(CSCO)
|
0.9 |
$5.1M |
|
86k |
59.20 |
Ge Vernova
(GEV)
|
0.8 |
$4.3M |
|
13k |
328.93 |
Vanguard World Financials Etf
(VFH)
|
0.8 |
$4.2M |
|
36k |
118.07 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
0.8 |
$4.1M |
|
211k |
19.43 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.7 |
$3.8M |
|
154k |
24.90 |
Vanguard World Consum Stp Etf
(VDC)
|
0.7 |
$3.6M |
|
17k |
211.37 |
Johnson & Johnson
(JNJ)
|
0.6 |
$3.4M |
|
24k |
144.62 |
Ishares Tr Ibonds Dec 29
(IBDU)
|
0.6 |
$3.2M |
|
142k |
22.80 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.6 |
$3.2M |
|
134k |
23.96 |
Abbvie
(ABBV)
|
0.6 |
$3.1M |
|
18k |
177.70 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.6 |
$3.0M |
|
29k |
101.53 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.5 |
$2.8M |
|
18k |
159.52 |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb
(BSCR)
|
0.5 |
$2.8M |
|
145k |
19.48 |
Exxon Mobil Corporation
(XOM)
|
0.5 |
$2.5M |
|
23k |
107.57 |
Vanguard World Mega Cap Index
(MGC)
|
0.4 |
$2.4M |
|
11k |
212.66 |
Apple
(AAPL)
|
0.4 |
$2.1M |
|
8.4k |
250.41 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.4 |
$2.1M |
|
81k |
26.07 |
Invesco Exch Trd Slf Idx Buletshs 2029
(BSCT)
|
0.4 |
$2.1M |
|
114k |
18.34 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.4 |
$2.1M |
|
11k |
195.82 |
Amazon
(AMZN)
|
0.4 |
$2.1M |
|
9.5k |
219.39 |
Invesco Exch Trd Slf Idx Invsco Blsh 28
(BSCS)
|
0.4 |
$2.0M |
|
102k |
20.13 |
Ishares Tr Us Consm Staples
(IYK)
|
0.3 |
$1.7M |
|
26k |
65.59 |
Vanguard World Mega Cap Val Etf
(MGV)
|
0.3 |
$1.7M |
|
13k |
124.91 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$1.5M |
|
12k |
134.29 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.3 |
$1.4M |
|
2.5k |
586.08 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$1.4M |
|
7.4k |
190.44 |
Citigroup Com New
(C)
|
0.3 |
$1.4M |
|
20k |
70.39 |
Ge Healthcare Technologies I Common Stock
(GEHC)
|
0.2 |
$1.3M |
|
17k |
78.18 |
Enterprise Products Partners
(EPD)
|
0.2 |
$1.1M |
|
35k |
31.36 |
Ishares Tr U.s. Finls Etf
(IYF)
|
0.2 |
$1.1M |
|
9.7k |
110.58 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.2 |
$1.0M |
|
51k |
20.65 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$975k |
|
22k |
44.04 |
ConocoPhillips
(COP)
|
0.2 |
$940k |
|
9.5k |
99.17 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.2 |
$903k |
|
38k |
24.07 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.2 |
$832k |
|
6.7k |
124.96 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.2 |
$812k |
|
4.4k |
185.13 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$811k |
|
5.9k |
137.57 |
Marsh & McLennan Companies
(MMC)
|
0.1 |
$796k |
|
3.7k |
212.41 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.1 |
$684k |
|
2.4k |
288.85 |
Phillips 66
(PSX)
|
0.1 |
$677k |
|
5.9k |
113.93 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.1 |
$668k |
|
8.8k |
75.69 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$667k |
|
1.7k |
401.58 |
Chevron Corporation
(CVX)
|
0.1 |
$594k |
|
4.1k |
144.83 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$539k |
|
4.2k |
127.59 |
Vanguard World Mega Grwth Ind
(MGK)
|
0.1 |
$519k |
|
1.5k |
343.41 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$483k |
|
2.6k |
189.30 |
EOG Resources
(EOG)
|
0.1 |
$465k |
|
3.8k |
122.57 |
Coca-Cola Company
(KO)
|
0.1 |
$455k |
|
7.3k |
62.26 |
Occidental Petroleum Corporation
(OXY)
|
0.1 |
$442k |
|
8.9k |
49.41 |
S&p Global
(SPGI)
|
0.1 |
$423k |
|
849.00 |
498.03 |
Ishares Tr Expanded Tech
(IGV)
|
0.1 |
$396k |
|
4.0k |
100.12 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$393k |
|
1.6k |
239.68 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$361k |
|
706.00 |
511.23 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$358k |
|
608.00 |
588.73 |
Shell Spon Ads
(SHEL)
|
0.1 |
$345k |
|
5.5k |
62.65 |
Autodesk
(ADSK)
|
0.1 |
$338k |
|
1.1k |
295.57 |
3M Company
(MMM)
|
0.1 |
$324k |
|
2.5k |
129.09 |
General Dynamics Corporation
(GD)
|
0.1 |
$311k |
|
1.2k |
263.49 |
Cs Disco
(LAW)
|
0.1 |
$302k |
|
61k |
4.99 |
Ishares Tr High Yld Systm B
(HYDB)
|
0.1 |
$300k |
|
6.4k |
47.01 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$291k |
|
3.2k |
90.93 |
McDonald's Corporation
(MCD)
|
0.0 |
$261k |
|
900.00 |
289.89 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$248k |
|
3.2k |
78.02 |
Ishares Tr U.s. Pharma Etf
(IHE)
|
0.0 |
$238k |
|
3.6k |
65.72 |
Main Street Capital Corporation
(MAIN)
|
0.0 |
$234k |
|
4.0k |
58.58 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.0 |
$226k |
|
3.6k |
62.31 |
Ishares Tr Us Industrials
(IYJ)
|
0.0 |
$220k |
|
1.6k |
133.49 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$214k |
|
922.00 |
232.41 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.0 |
$212k |
|
4.1k |
51.70 |
Carrier Global Corporation
(CARR)
|
0.0 |
$211k |
|
3.1k |
68.26 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.0 |
$155k |
|
14k |
11.53 |