Berkshire Hathaway Inc BRK.B | $36.27M | 6 | 86,249 | +74.2% | +$15.45M | 1.74 | |
| Genco Shipping & Trading Limited GNK | $15.7M | 1.81 | 772,428 | +70.23% | +$6.48M | 0.75 | |
| Star Bulk Carriers Corp. SBLK | $16.66M | 0.61 | 697,867 | +2.52% | +$408,678.31 | 0.8 | |
| Virtu Financial, Inc. VIRT | $17.63M | 0.55 | 859,303 | +3.22% | +$549,402.24 | 0.84 | |
Brookfield Infrastructure Corporation BIPC | $15.39M | 0.32 | 427,070 | +3.96% | +$585,577.51 | 0.74 | |
| DT Midstream, Inc. DTM | $13.91M | 0.23 | 227,718 | +1.88% | +$257,292.58 | 0.67 | |
| BJ's Wholesale Club Holdings, Inc. BJ | $13.2M | 0.13 | 174,515 | +1.95% | +$252,973.61 | 0.63 | |
| DTE Energy Company DTE | $15.05M | 0.07 | 134,231 | +3.33% | +$484,670.71 | 0.72 | |
| The Williams Companies, Inc. WMB | $23.62M | 0.05 | 606,058 | +3.72% | +$846,779.66 | 1.13 | |
| Phillips 66 PSX | $28.9M | 0.04 | 176,934 | +1.71% | +$486,590.29 | 1.38 | |
Digital Realty Trust, Inc. DLR | $18.81M | 0.04 | 130,566 | +2.28% | +$418,867.82 | 0.9 | |
| Republic Services, Inc. RSG | $19.23M | 0.03 | 100,441 | +1.43% | +$271,462.24 | 0.92 | |
| IQVIA Holdings Inc. IQV | $13.06M | 0.03 | 51,630 | +2.55% | +$325,216.55 | 0.63 | |
| CME Group Inc. CME | $18.17M | 0.02 | 84,386 | +1.61% | +$288,059.72 | 0.87 | |
| KLA Corporation KLAC | $21.7M | 0.02 | 31,070 | +1.94% | +$412,850.33 | 1.04 | |
| CrowdStrike Holdings, Inc. CRWD | $15.77M | 0.02 | 49,190 | +3.95% | +$599,499.99 | 0.75 | |
| Duke Energy Corporation DUK | $14.49M | 0.02 | 149,804 | +2.61% | +$368,562.81 | 0.69 | |
| EOG Resources, Inc. EOG | $13.5M | 0.02 | 105,624 | +2.08% | +$274,984.92 | 0.65 | |
| Lockheed Martin Corporation LMT | $18.91M | 0.02 | 41,583 | +1.85% | +$344,338.90 | 0.91 | |
| Raytheon Technologies Corporation RTX | $22.06M | 0.02 | 226,163 | +3.15% | +$674,322.87 | 1.06 | |
| Lam Research Corporation LRCX | $19.43M | 0.02 | 20,004 | +7.2% | +$1.3M | 0.93 | |
| Uber Technologies, Inc. UBER | $18.08M | 0.01 | 234,873 | -24.38% | -$5.83M | 0.87 | |
| Netflix, Inc. NFLX | $25.91M | 0.01 | 42,664 | +19.49% | +$4.23M | 1.24 | |
| McDonald's Corporation MCD | $19.99M | 0.01 | 70,898 | +17.06% | +$2.91M | 0.96 | |
| Amgen Inc. AMGN | $13.24M | 0.01 | 46,570 | +2.25% | +$291,710.46 | 0.63 | |
| Intuit Inc. INTU | $15.12M | 0.01 | 23,256 | +1.92% | +$284,049.81 | 0.72 | |
| NVIDIA Corporation NVDA | $151.64M | 0.01 | 167,822 | +73.55% | +$64.26M | 7.26 | |
| Advanced Micro Devices, Inc. AMD | $20.16M | 0.01 | 111,705 | -31.91% | -$9.45M | 0.97 | |
| Costco Wholesale Corporation COST | $23.44M | 0.01 | 31,988 | -32.76% | -$11.42M | 1.12 | |
| Merck & Co., Inc. MRK | $19.94M | 0.01 | 151,103 | +7.2% | +$1.34M | 0.95 | |
| Walmart Inc. WMT | $27.48M | 0.01 | 456,650 | +223.12% | +$18.97M | 1.32 | |
| JPMorgan Chase & Co. JPM | $32.91M | 0.01 | 164,325 | +9.14% | +$2.76M | 1.58 | |
| Johnson & Johnson JNJ | $19.25M | 0.01 | 121,702 | -0.2% | -$38,440.06 | 0.92 | |
| Tesla, Inc. TSLA | $28.74M | 0.01 | 163,468 | +2.35% | +$659,388.30 | 1.38 | |
| Apple Inc. AAPL | $110.85M | <0.01 | 646,435 | +110.04% | +$58.07M | 5.3 | |
| The Home Depot, Inc. HD | $16.25M | <0.01 | 42,369 | +25.94% | +$3.35M | 0.78 | |
| Broadcom Inc. AVGO | $18.81M | <0.01 | 14,188 | +6.32% | +$1.12M | 0.9 | |
| Amazon.com, Inc. AMZN | $23.65M | <0.01 | 131,089 | +51.41% | +$8.03M | 1.13 | |
| Microsoft Corporation MSFT | $39.82M | <0.01 | 94,642 | +22.85% | +$7.41M | 1.91 | |
Alphabet Inc. GOOGL | $27.18M | <0.01 | 180,079 | -20.3% | -$6.92M | 1.3 | |
Vanguard Growth Index Fund VUG | $120.84M | <0.01 | 351,062 | -4.15% | -$5.24M | 5.78 | |
Vanguard Information Technology Index Fund VGT | $48.1M | <0.01 | 91,731 | +1.54% | +$730,929.72 | 2.3 | |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI | $13.2M | <0.01 | 251,622 | +3.76% | +$478,579.80 | 0.63 | |
iShares Core MSCI EAFE ETF IEFA | $84.11M | <0.01 | 1.13M | +3.93% | +$3.18M | 4.02 | |
iShares Core Dividend Growth ETF DGRO | $24.29M | <0.01 | 418,441 | -64.19% | -$43.55M | 1.16 | |
Angel Oak Ultrashort Income ETF UYLD | $53.29M | <0.01 | 1.05M | +4.87% | +$2.47M | 2.55 | |
SPDR S&P 500 ETF Trust SPY | $34.74M | <0.01 | 66,418 | +4.04% | +$1.35M | 1.66 | |
Schwab Fundamental U.S. Large Company Index ETF FNDX | $21.5M | <0.01 | 319,103 | +807.39% | +$19.13M | 1.03 | |
Fidelity Total Bond ETF FBND | $21.8M | <0.01 | 481,149 | +6.61% | +$1.35M | 1.04 | |
Invesco S&P MidCap Quality ETF XMHQ | $26.6M | <0.01 | 241,700 | New | +$26.6M | 1.27 |