Berkshire Hathaway Inc BRK.B | $155.02M | 25.66 | 368,649 | +1.04% | +$1.6M | 0.83 | |
Rithm Capital Corp. RITM | $93.8M | 1.74 | 8.4M | 0% | +$0 | 0.51 | |
| AT&T Inc. T | $324.03M | 0.26 | 18.41M | +<0.01% | +$26,400.00 | 1.74 | |
| Verizon Communications Inc. VZ | $344.7M | 0.2 | 8.22M | +0.01% | +$37,764.00 | 1.86 | |
| MSCI Inc. MSCI | $70.67M | 0.16 | 126,102 | 0% | +$0 | 0.38 | |
| NextEra Energy, Inc. NEE | $179.73M | 0.14 | 2.81M | +400.66% | +$143.83M | 0.97 | |
| TransDigm Group Incorporated TDG | $93.84M | 0.14 | 76,192 | 0% | +$0 | 0.51 | |
| Apollo Global Management, Inc. APO | $74.78M | 0.12 | 665,000 | -42.95% | -$56.3M | 0.4 | |
| CrowdStrike Holdings, Inc. CRWD | $74.9M | 0.1 | 233,643 | +0.28% | +$206,139.37 | 0.4 | |
| Bristol-Myers Squibb Company BMY | $104.38M | 0.1 | 1.92M | +208.29% | +$70.52M | 0.56 | |
| Intuit Inc. INTU | $108.93M | 0.06 | 167,590 | 0% | +$0 | 0.59 | |
| Advanced Micro Devices, Inc. AMD | $164.81M | 0.06 | 913,140 | +18.48% | +$25.7M | 0.89 | |
| Intuitive Surgical, Inc. ISRG | $78.64M | 0.06 | 197,053 | -9.13% | -$7.9M | 0.42 | |
| Adobe Inc. ADBE | $112.84M | 0.05 | 223,623 | -0.4% | -$454,140.00 | 0.61 | |
| The Walt Disney Company DIS | $95.75M | 0.04 | 782,566 | +4.21% | +$3.87M | 0.52 | |
| Thermo Fisher Scientific Inc. TMO | $83.64M | 0.04 | 143,910 | +0.07% | +$58,121.00 | 0.45 | |
| Broadcom Inc. AVGO | $231.24M | 0.04 | 174,466 | +3.93% | +$8.75M | 1.24 | |
| NVIDIA Corporation NVDA | $818.18M | 0.04 | 905,506 | +0.06% | +$451,780.00 | 4.4 | |
| Netflix, Inc. NFLX | $93.01M | 0.04 | 153,149 | +13.91% | +$11.36M | 0.5 | |
| Costco Wholesale Corporation COST | $115.73M | 0.04 | 157,969 | +23.83% | +$22.27M | 0.62 | |
| Mastercard Incorporated MA | $156.98M | 0.04 | 325,981 | -9.99% | -$17.43M | 0.85 | |
| Cisco Systems, Inc. CSCO | $69.08M | 0.03 | 1.38M | +0.32% | +$219,604.00 | 0.37 | |
| Meta Platforms, Inc. META | $419.35M | 0.03 | 863,614 | +4.87% | +$19.47M | 2.26 | |
| Microsoft Corporation MSFT | $1.05B | 0.03 | 2.49M | +4.16% | +$41.78M | 5.63 | |
| The Home Depot, Inc. HD | $116.11M | 0.03 | 302,684 | -2.61% | -$3.11M | 0.63 | |
| Amazon.com, Inc. AMZN | $538.87M | 0.03 | 2.99M | +0.5% | +$2.67M | 2.9 | |
| Visa Inc. V | $163.41M | 0.03 | 585,523 | -0.53% | -$865,148.00 | 0.88 | |
| UnitedHealth Group Incorporated UNH | $129.82M | 0.03 | 262,419 | -15.95% | -$24.64M | 0.7 | |
| PepsiCo, Inc. PEP | $69.12M | 0.03 | 394,922 | -20.17% | -$17.47M | 0.37 | |
| Eli Lilly and Company LLY | $209.82M | 0.03 | 269,704 | +12.61% | +$23.49M | 1.13 | |
| JPMorgan Chase & Co. JPM | $158.66M | 0.03 | 792,131 | +0.08% | +$120,180.00 | 0.85 | |
| Johnson & Johnson JNJ | $108.48M | 0.03 | 685,767 | +0.07% | +$79,095.00 | 0.58 | |
| AbbVie Inc. ABBV | $91.03M | 0.03 | 499,908 | +0.06% | +$54,630.00 | 0.49 | |
| Apple Inc. AAPL | $739.1M | 0.03 | 4.31M | -2.83% | -$21.52M | 3.98 | |
| Salesforce, Inc. CRM | $79.89M | 0.03 | 265,243 | -0.41% | -$331,298.00 | 0.43 | |
| Merck & Co., Inc. MRK | $91.61M | 0.03 | 694,290 | +0.07% | +$65,975.00 | 0.49 | |
| The Procter & Gamble Company PG | $104.61M | 0.03 | 644,737 | -0.08% | -$81,125.00 | 0.56 | |
| Chevron Corporation CVX | $74.96M | 0.03 | 475,215 | -1.12% | -$851,796.00 | 0.4 | |
| Bank of America Corporation BAC | $75.18M | 0.03 | 1.98M | +0.07% | +$53,088.00 | 0.41 | |
| Tesla, Inc. TSLA | $133.45M | 0.02 | 759,157 | +0.26% | +$351,580.00 | 0.72 | |
| Exxon Mobil Corporation XOM | $126.48M | 0.02 | 1.09M | -0.78% | -$999,664.00 | 0.68 | |
Alphabet Inc. GOOGL | $315.95M | 0.02 | 2.09M | -9.67% | -$33.82M | 1.7 | |
| Walmart Inc. WMT | $70.57M | 0.02 | 1.17M | +200.31% | +$47.07M | 0.38 | |
| Alphabet Inc. GOOG | $209.52M | 0.01 | 1.38M | -0.85% | -$1.8M | 1.13 | |
Berkshire Hathaway Inc BRK.A | $73.6M | 0.01 | 116 | 0% | +$0 | 0.4 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $236.62M | <0.01 | 2.17M | 0% | +$0 | 1.27 | |
iShares MSCI USA Momentum Factor ETF MTUM | $262.52M | <0.01 | 1.4M | -5.09% | -$14.09M | 1.41 | |
iShares Core S&P Mid-Cap ETF IJH | $118.75M | <0.01 | 1.96M | +377.13% | +$93.86M | 0.64 | |
SPDR S&P 500 ETF Trust SPY | $1.64B | <0.01 | 3.14M | -6.96% | -$122.87M | 8.84 | |
iShares MBS ETF MBB | $144.71M | <0.01 | 1.57M | +189.53% | +$94.73M | 0.78 |