Berkshire Hathaway Inc BRK.B | $43.65M | 7.23 | 103,804 | -8.77% | -$4.19M | 4.12 | |
| Core Laboratories N.V. CLB | $7.18M | 0.9 | 420,411 | +52.74% | +$2.48M | 0.68 | |
| MRC Global Inc. MRC | $6.54M | 0.61 | 519,996 | -14.12% | -$1.07M | 0.62 | |
| Korn Ferry KFY | $5.53M | 0.16 | 84,020 | -24.55% | -$1.8M | 0.52 | |
| Zurn Elkay Water Solutions Corporation ZWS | $8.43M | 0.15 | 252,000 | +1,300% | +$7.83M | 0.8 | |
| Madrigal Pharmaceuticals, Inc. MDGL | $5.15M | 0.09 | 19,270 | -6.09% | -$333,809.03 | 0.49 | |
| Walgreens Boots Alliance, Inc. WBA | $6.37M | 0.03 | 293,627 | +45.7% | +$2M | 0.6 | |
| Republic Services, Inc. RSG | $9.52M | 0.02 | 49,700 | 0% | +$0 | 0.9 | |
| Newmont Corporation NEM | $6.39M | 0.02 | 178,169 | +103.45% | +$3.25M | 0.6 | |
| Intuitive Surgical, Inc. ISRG | $16.08M | 0.01 | 40,292 | +4.39% | +$676,850.99 | 1.52 | |
| Occidental Petroleum Corporation OXY | $6.53M | 0.01 | 100,469 | -35.58% | -$3.61M | 0.62 | |
| Phillips 66 PSX | $6.41M | 0.01 | 39,270 | -11.95% | -$870,553.09 | 0.61 | |
| Illinois Tool Works Inc. ITW | $4.71M | 0.01 | 17,571 | +1.84% | +$85,063.74 | 0.45 | |
| Lockheed Martin Corporation LMT | $3.88M | <0.01 | 8,522 | +9.65% | +$341,117.11 | 0.37 | |
| Eli Lilly and Company LLY | $25.66M | <0.01 | 32,990 | +6.4% | +$1.54M | 2.42 | |
| Amgen Inc. AMGN | $4.36M | <0.01 | 15,340 | +1.99% | +$85,002.54 | 0.41 | |
| JPMorgan Chase & Co. JPM | $9.55M | <0.01 | 47,661 | +0.56% | +$53,282.60 | 0.9 | |
| AbbVie Inc. ABBV | $7.79M | <0.01 | 42,789 | +0.04% | +$3,459.95 | 0.74 | |
Berkshire Hathaway Inc BRK.A | $6.34M | <0.01 | 10 | 0% | +$0 | 0.6 | |
| Broadcom Inc. AVGO | $8.57M | <0.01 | 6,467 | +2.44% | +$204,102.98 | 0.81 | |
| Alphabet Inc. GOOG | $21.56M | <0.01 | 141,575 | -26.46% | -$7.76M | 2.03 | |
| Oracle Corporation ORCL | $4.2M | <0.01 | 33,439 | +2.65% | +$108,645.59 | 0.4 | |
| Amazon.com, Inc. AMZN | $13.63M | <0.01 | 75,535 | -6.75% | -$987,039.12 | 1.29 | |
| Johnson & Johnson JNJ | $3.81M | <0.01 | 24,063 | -19.78% | -$938,658.15 | 0.36 | |
| Visa Inc. V | $7.05M | <0.01 | 25,247 | -0.1% | -$6,977.07 | 0.66 | |
| Microsoft Corporation MSFT | $30.61M | <0.01 | 72,762 | -2.2% | -$689,152.22 | 2.89 | |
| Apple Inc. AAPL | $28.43M | <0.01 | 165,811 | -10.38% | -$3.29M | 2.68 | |
| Costco Wholesale Corporation COST | $4.84M | <0.01 | 6,611 | +1.57% | +$74,737.26 | 0.46 | |
| Meta Platforms, Inc. META | $6.25M | <0.01 | 12,863 | -0.56% | -$35,447.25 | 0.59 | |
Capital Group Dividend Value ETF CGDV | $5.33M | <0.01 | 164,158 | +2.28% | +$118,881.99 | 0.5 | |
iShares Core S&P Mid-Cap ETF IJH | $55.48M | <0.01 | 913,350 | +391.58% | +$44.19M | 5.23 | |
First Trust NASDAQ-100 Equal Weighted Index Fund QQEW | $3.98M | <0.01 | 32,091 | -0.44% | -$17,717.37 | 0.38 | |
iShares U.S. Infrastructure ETF IFRA | $4.27M | <0.01 | 98,529 | +4.25% | +$174,081.54 | 0.4 | |
Vanguard 500 Index Fund VOO | $11.56M | <0.01 | 24,044 | -5.93% | -$729,225.00 | 1.09 | |
Alphabet Inc. GOOGL | $4.95M | <0.01 | 32,780 | +5.82% | +$272,100.09 | 0.47 | |
Vanguard Dividend Appreciation Index Fund VIG | $13.63M | <0.01 | 74,668 | +1.02% | +$138,051.91 | 1.29 | |
Vanguard Developed Markets Index Fund VEA | $27.81M | <0.01 | 554,371 | -6.64% | -$1.98M | 2.62 | |
First Trust Value Line Dividend Index Fund FVD | $12.77M | <0.01 | 302,333 | +10.02% | +$1.16M | 1.2 | |
| NVIDIA Corporation NVDA | $7.3M | <0.01 | 8,082 | -8.49% | -$677,709.72 | 0.69 | |
iShares Russell 2000 ETF IWM | $41.06M | <0.01 | 195,261 | +3.35% | +$1.33M | 3.87 | |
First Trust Preferred Securities and Income ETF FPE | $6.18M | <0.01 | 356,745 | +5.66% | +$331,081.26 | 0.58 | |
iShares Russell 1000 Value ETF IWD | $3.85M | <0.01 | 21,520 | +242.95% | +$2.73M | 0.36 | |
First Trust TCW Unconstrained Plus Bond ETF UCON | $12.15M | <0.01 | 494,019 | +23.23% | +$2.29M | 1.15 | |
iShares Floating Rate Bond ETF FLOT | $4.94M | <0.01 | 96,717 | +23.71% | +$946,479.36 | 0.47 | |
iShares Core S&P 500 ETF IVV | $40.79M | <0.01 | 77,579 | -0.05% | -$21,555.14 | 3.85 | |
iShares Treasury Floating Rate Bond ETF TFLO | $42.49M | <0.01 | 838,243 | +0.51% | +$214,573.11 | 4.01 | |
iShares Core Total USD Bond Market ETF IUSB | $9.71M | <0.01 | 212,939 | -7.3% | -$764,461.86 | 0.92 | |
SPDR S&P 500 ETF Trust SPY | $11.88M | <0.01 | 22,714 | -3.33% | -$409,563.40 | 1.12 | |
Invesco S&P 500 Equal Weight ETF RSP | $30.9M | <0.01 | 182,418 | +10.56% | +$2.95M | 2.91 | |
Capital Group Growth ETF CGGR | $5.42M | <0.01 | 169,493 | -20.96% | -$1.44M | 0.51 |