Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
12.1 |
$33M |
|
74k |
436.57 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
6.0 |
$16M |
|
67k |
241.44 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
6.0 |
$16M |
|
41k |
397.84 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
5.4 |
$14M |
|
30k |
476.99 |
Apple Equity
(AAPL)
|
3.8 |
$10M |
|
57k |
177.58 |
Ishares Tr 1-3 Yr Treas Bd Etf Equity
(SHY)
|
3.4 |
$9.0M |
|
105k |
85.54 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
3.0 |
$8.1M |
|
28k |
283.08 |
Microsoft Corp Equity
(MSFT)
|
2.9 |
$7.7M |
|
23k |
336.34 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
2.9 |
$7.7M |
|
67k |
114.07 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
2.2 |
$5.9M |
|
27k |
222.47 |
Schwab Strategic Tr Short-term Us Treasury Etf Equity
(SCHO)
|
2.0 |
$5.4M |
|
107k |
50.85 |
Mastercard Inc Cl A Equity
(MA)
|
1.9 |
$5.2M |
|
14k |
359.33 |
Home Depot Equity
(HD)
|
1.8 |
$4.9M |
|
12k |
415.01 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.8 |
$4.9M |
|
1.7k |
2896.90 |
Danaher Corp Equity
(DHR)
|
1.6 |
$4.3M |
|
13k |
329.01 |
Jp Morgan Chase & Co Com Isin#us46625h1005 Equity
(JPM)
|
1.5 |
$4.1M |
|
26k |
158.33 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
1.5 |
$4.1M |
|
15k |
264.41 |
Qualcomm Equity
(QCOM)
|
1.3 |
$3.6M |
|
20k |
182.88 |
Amazon Equity
(AMZN)
|
1.3 |
$3.4M |
|
1.0k |
3333.98 |
Unitedhealth Group Equity
(UNH)
|
1.2 |
$3.2M |
|
6.4k |
502.20 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.1 |
$3.1M |
|
10k |
299.02 |
Meta Platforms Inc Cl A Equity
(META)
|
1.1 |
$3.1M |
|
9.1k |
336.34 |
Tesla Equity
(TSLA)
|
1.1 |
$3.0M |
|
2.8k |
1056.94 |
Costco Wholesale Corp Equity
(COST)
|
1.1 |
$2.9M |
|
5.2k |
567.77 |
Nvidia Corp Equity
(NVDA)
|
1.1 |
$2.8M |
|
9.6k |
294.07 |
Lowes Cos Equity
(LOW)
|
1.1 |
$2.8M |
|
11k |
258.50 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
1.0 |
$2.7M |
|
5.7k |
474.96 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
1.0 |
$2.6M |
|
888.00 |
2894.14 |
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Equity
(VWO)
|
0.9 |
$2.5M |
|
50k |
49.47 |
Johnson & Johnson Equity
(JNJ)
|
0.9 |
$2.4M |
|
14k |
171.07 |
Nike Inc Cl B Equity
(NKE)
|
0.9 |
$2.4M |
|
15k |
166.69 |
Ishares Tr Msci Emerging Mkts Index Equity
(EEM)
|
0.8 |
$2.1M |
|
42k |
48.85 |
Marvell Technology Inc Common Equity
(MRVL)
|
0.7 |
$2.0M |
|
23k |
87.49 |
Honeywell Intl Equity
(HON)
|
0.7 |
$1.9M |
|
9.2k |
208.55 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.7 |
$1.9M |
|
103k |
18.21 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
0.7 |
$1.8M |
|
11k |
162.79 |
Select Sector Spdr Tr Technology Equity
(XLK)
|
0.6 |
$1.7M |
|
9.5k |
173.90 |
Comcast Corp Cl A Equity
(CMCSA)
|
0.6 |
$1.6M |
|
32k |
50.33 |
Bank Of America Corporation Equity
(BAC)
|
0.6 |
$1.6M |
|
35k |
44.49 |
Cisco Systems Equity
(CSCO)
|
0.6 |
$1.5M |
|
24k |
63.36 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.5 |
$1.5M |
|
19k |
78.67 |
Illinois Tool Works Equity
(ITW)
|
0.5 |
$1.4M |
|
5.9k |
246.76 |
Oracle Corp Equity
(ORCL)
|
0.5 |
$1.4M |
|
16k |
87.21 |
Ecolab Equity
(ECL)
|
0.5 |
$1.4M |
|
5.8k |
234.58 |
Disney Walt Co Disney Equity
(DIS)
|
0.5 |
$1.4M |
|
8.8k |
154.88 |
Pimco Dynamic Income Equity
(PDI)
|
0.5 |
$1.3M |
|
52k |
25.91 |
International Business Machs Corp Equity
(IBM)
|
0.5 |
$1.3M |
|
9.5k |
133.66 |
Bristol Myers Squibb Equity
(BMY)
|
0.4 |
$1.2M |
|
19k |
62.36 |
Goldman Sachs Group Equity
(GS)
|
0.4 |
$1.2M |
|
3.0k |
382.48 |
Amgen Equity
(AMGN)
|
0.4 |
$1.1M |
|
4.9k |
225.01 |
American Express Company Equity
(AXP)
|
0.4 |
$1.0M |
|
6.2k |
163.62 |
Ishares Tr Russell 1000 Growth Etf Equity
(IWF)
|
0.4 |
$1.0M |
|
3.3k |
305.64 |
Biontech Se Ads Isin#us09075v1026 Equity
(BNTX)
|
0.4 |
$1.0M |
|
3.9k |
257.93 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.4 |
$999k |
|
55k |
18.32 |
Fifth Third Bancorp Equity
(FITB)
|
0.3 |
$917k |
|
21k |
43.56 |
First Tr Exchange- Traded Fd Viii Tcw Opportunistic Fxd Income Etf Equity
(FIXD)
|
0.3 |
$903k |
|
17k |
53.21 |
Public Svc Enterprise Group Equity
(PEG)
|
0.3 |
$874k |
|
13k |
66.73 |
Shopify Inc Cl A Isin#ca82509l1076 Equity
(SHOP)
|
0.3 |
$850k |
|
617.00 |
1377.63 |
Ross Stores Equity
(ROST)
|
0.3 |
$836k |
|
7.3k |
114.25 |
Visa Inc Com Cl A Equity
(V)
|
0.3 |
$829k |
|
3.8k |
216.79 |
Clough Global Equity Equity
(GLQ)
|
0.3 |
$821k |
|
63k |
13.14 |
M & T Bk Corp Equity
(MTB)
|
0.3 |
$818k |
|
5.3k |
153.64 |
Booking Hldgs Equity
(BKNG)
|
0.3 |
$811k |
|
338.00 |
2399.41 |
Laboratory Corp Amer Hldgs Equity
(LH)
|
0.3 |
$806k |
|
2.6k |
314.23 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.3 |
$804k |
|
11k |
74.62 |
F N B Corp Pa Equity
(FNB)
|
0.3 |
$796k |
|
66k |
12.12 |
Eaton Vance Tax-advantaged Global Divid Opportunities Equity
(ETO)
|
0.3 |
$776k |
|
24k |
32.52 |
Boeing Equity
(BA)
|
0.3 |
$759k |
|
3.8k |
201.33 |
Ishares Tr Russell 1000 Value Etf Equity
(IWD)
|
0.3 |
$732k |
|
4.4k |
168.01 |
Select Sector Spdr Tr Consumer Discretionary Equity
(XLY)
|
0.3 |
$674k |
|
3.3k |
204.37 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.2 |
$656k |
|
52k |
12.75 |
Procter & Gamble Equity
(PG)
|
0.2 |
$654k |
|
4.0k |
163.70 |
The Trade Desk Inc Com Cl A Equity
(TTD)
|
0.2 |
$608k |
|
6.6k |
91.64 |
Duff & Phelps Util & Infrastructure Equity
(DPG)
|
0.2 |
$608k |
|
42k |
14.42 |
Markel Corp Equity
(MKL)
|
0.2 |
$598k |
|
485.00 |
1232.99 |
Chimera Invt Corp Equity
(CIM)
|
0.2 |
$597k |
|
40k |
15.08 |
Blackrock Equity
(BLK)
|
0.2 |
$582k |
|
636.00 |
915.09 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.2 |
$561k |
|
38k |
14.62 |
Annaly Cap Mgmt Equity
|
0.2 |
$541k |
|
69k |
7.82 |
Intel Corp Equity
(INTC)
|
0.2 |
$511k |
|
9.9k |
51.49 |
General Elec Equity
(GE)
|
0.2 |
$503k |
|
5.3k |
94.42 |
Pimco Etf Tr Active Bd Etf Equity
(BOND)
|
0.2 |
$502k |
|
4.6k |
109.37 |
Pfizer Equity
(PFE)
|
0.2 |
$502k |
|
8.5k |
59.01 |
Coca Cola Company Equity
(KO)
|
0.2 |
$498k |
|
8.4k |
59.20 |
Eaton Vance Tax-advantaged Global Divid Income Fd Com Isin#us27828s1015 Equity
(ETG)
|
0.2 |
$492k |
|
22k |
22.75 |
Zscaler Equity
(ZS)
|
0.2 |
$458k |
|
1.4k |
321.18 |
Northrop Grumman Corp Equity
(NOC)
|
0.2 |
$452k |
|
1.2k |
386.66 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.2 |
$451k |
|
1.00 |
451000.00 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$450k |
|
2.2k |
204.82 |
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Equity
(BSV)
|
0.2 |
$434k |
|
5.4k |
80.74 |
Ceva Equity
(CEVA)
|
0.2 |
$404k |
|
9.3k |
43.27 |
3M Equity
(MMM)
|
0.1 |
$384k |
|
2.2k |
177.45 |
Proshares Tr Ultra Financials Equity
(UYG)
|
0.1 |
$364k |
|
5.4k |
67.75 |
Abbvie Equity
(ABBV)
|
0.1 |
$359k |
|
2.6k |
135.52 |
Horizon Technology Finance Corp Equity
(HRZN)
|
0.1 |
$350k |
|
22k |
15.91 |
First Tr Exchange-traded Fd Dow Jones Internet Index Equity
(FDN)
|
0.1 |
$339k |
|
1.5k |
226.15 |
Merck & Co Equity
(MRK)
|
0.1 |
$337k |
|
4.4k |
76.73 |
Verizon Communications Equity
(VZ)
|
0.1 |
$331k |
|
6.4k |
51.98 |
Indexiq Active Etf Tr Iq Mackay Mun Intermediate Etf Equity
(MMIT)
|
0.1 |
$320k |
|
12k |
26.69 |
Nextera Energy Equity
(NEE)
|
0.1 |
$315k |
|
3.4k |
93.39 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.1 |
$306k |
|
1.9k |
165.41 |
Agnc Invt Corp Equity
(AGNC)
|
0.1 |
$301k |
|
20k |
15.05 |
Ark Etf Tr Innovation Etf Equity
(ARKK)
|
0.1 |
$301k |
|
3.2k |
94.62 |
Lam Research Corp Equity
(LRCX)
|
0.1 |
$296k |
|
411.00 |
720.19 |
Ishares Inc Msci Global Minimum Vol Factor Etf Equity
(ACWV)
|
0.1 |
$294k |
|
2.7k |
108.45 |
Moderna Equity
(MRNA)
|
0.1 |
$285k |
|
1.1k |
254.01 |
On Semiconductor Corp Equity
(ON)
|
0.1 |
$284k |
|
4.2k |
67.96 |
Roku Inc Com Cl A Equity
(ROKU)
|
0.1 |
$269k |
|
1.2k |
228.35 |
Mainstay Mackay Definedterm Muni Opprtnys Equity
(MMD)
|
0.1 |
$262k |
|
12k |
21.76 |
Vanguard Information Technology Etf Equity
(VGT)
|
0.1 |
$253k |
|
553.00 |
457.50 |
Vanguard Index Fds Vanguard Large-cap Etf Equity
(VV)
|
0.1 |
$238k |
|
1.1k |
221.19 |
Vanguard Intl Equity Index Fds Ftse All-world Ex Usa Small Cap Index Equity
(VSS)
|
0.1 |
$236k |
|
1.8k |
134.17 |
Select Sector Spdr Tr Financial Equity
(XLF)
|
0.1 |
$227k |
|
5.8k |
39.14 |
Select Sector Spdr Tr Health Care Equity
(XLV)
|
0.1 |
$222k |
|
1.6k |
140.77 |
Philip Morris Intl Equity
(PM)
|
0.1 |
$220k |
|
2.3k |
94.95 |
Ishares Tr Natl Mun Bd Etf Equity
(MUB)
|
0.1 |
$219k |
|
1.9k |
116.37 |
Ishares Tr Select Divid Etf Equity
(DVY)
|
0.1 |
$215k |
|
1.8k |
122.79 |
Pacwest Bancorp Del Equity
|
0.1 |
$213k |
|
4.7k |
45.22 |
Rpm Intl Equity
(RPM)
|
0.1 |
$211k |
|
2.1k |
101.15 |
Spdr Ser Tr Portfolio S&p 1500 Composite Stk Mkt Etf Equity
(SPTM)
|
0.1 |
$211k |
|
3.6k |
58.46 |
United Parcel Svc Inc Cl B Equity
(UPS)
|
0.1 |
$210k |
|
979.00 |
214.50 |
Salesforce.com Equity
(CRM)
|
0.1 |
$208k |
|
818.00 |
254.28 |
Biogen Idec Equity
(BIIB)
|
0.1 |
$205k |
|
853.00 |
240.33 |
Starbucks Corp Equity
(SBUX)
|
0.1 |
$202k |
|
1.7k |
117.03 |
Blackrock Muniyield N J Equity
|
0.1 |
$184k |
|
12k |
15.82 |
Eaton Vance Tax Managed Global Diversified Income Equity
(EXG)
|
0.1 |
$170k |
|
16k |
10.65 |
Archrock Equity
(AROC)
|
0.0 |
$76k |
|
10k |
7.49 |
Globalstar Equity
(GSAT)
|
0.0 |
$58k |
|
50k |
1.16 |