Berkshire Hathaway Inc BRK.B | $2.22M | 0.37 | 5,282 | +18.09% | +$340,200.73 | 0.4 | |
Klaviyo, Inc. KVYO | $23.51M | 0.35 | 922,680 | New | +$23.51M | 4.22 | |
| IDEXX Laboratories, Inc. IDXX | $7.05M | 0.02 | 13,058 | -6.48% | -$488,636.65 | 1.27 | |
| U.S. Bancorp USB | $2.88M | <0.01 | 64,536 | -5.64% | -$172,318.91 | 0.52 | |
| The TJX Companies, Inc. TJX | $1.96M | <0.01 | 19,361 | +14.52% | +$248,991.98 | 0.35 | |
| McDonald's Corporation MCD | $3.91M | <0.01 | 13,859 | +3.37% | +$127,442.12 | 0.7 | |
| Honeywell International Inc. HON | $3.16M | <0.01 | 15,390 | +48.74% | +$1.04M | 0.57 | |
| PepsiCo, Inc. PEP | $3.7M | <0.01 | 21,156 | +6.56% | +$228,035.90 | 0.67 | |
| Accenture plc ACN | $3.74M | <0.01 | 10,776 | -0.85% | -$31,889.05 | 0.67 | |
| Apple Inc. AAPL | $19.73M | <0.01 | 115,051 | -0.65% | -$128,437.98 | 3.54 | |
Novo Nordisk A/S NVO | $2.98M | <0.01 | 23,238 | +3.3% | +$95,401.42 | 0.54 | |
| Microsoft Corporation MSFT | $20.82M | <0.01 | 49,478 | +3.02% | +$609,203.64 | 3.74 | |
| Meta Platforms, Inc. META | $6.49M | <0.01 | 13,359 | +12.48% | +$719,630.53 | 1.17 | |
| Exxon Mobil Corporation XOM | $4.89M | <0.01 | 42,034 | +6.97% | +$318,267.72 | 0.88 | |
| Bank of America Corporation BAC | $2.18M | <0.01 | 57,442 | +5.11% | +$105,910.72 | 0.39 | |
| Broadcom Inc. AVGO | $4.9M | <0.01 | 3,700 | +39.62% | +$1.39M | 0.88 | |
| JPMorgan Chase & Co. JPM | $8.28M | <0.01 | 41,339 | +1.41% | +$114,972.54 | 1.49 | |
| The Procter & Gamble Company PG | $5.63M | <0.01 | 34,699 | -10.15% | -$636,342.38 | 1.01 | |
| Amazon.com, Inc. AMZN | $11.49M | <0.01 | 63,691 | +10.31% | +$1.07M | 2.06 | |
| Johnson & Johnson JNJ | $3.7M | <0.01 | 23,379 | +7.08% | +$244,401.10 | 0.66 | |
| The Home Depot, Inc. HD | $4.68M | <0.01 | 12,205 | +5.21% | +$231,699.45 | 0.84 | |
| Oracle Corporation ORCL | $2.11M | <0.01 | 16,809 | +8.21% | +$160,150.06 | 0.38 | |
| AbbVie Inc. ABBV | $4.36M | <0.01 | 23,962 | +1.54% | +$66,101.95 | 0.78 | |
| UnitedHealth Group Incorporated UNH | $5.19M | <0.01 | 10,493 | +67.25% | +$2.09M | 0.93 | |
iShares Russell 2000 ETF IWM | $2.99M | <0.01 | 14,220 | -18.22% | -$666,207.68 | 0.54 | |
| Alphabet Inc. GOOG | $4.89M | <0.01 | 32,102 | +4.9% | +$228,387.87 | 0.88 | |
| NVIDIA Corporation NVDA | $9.17M | <0.01 | 10,152 | +3.43% | +$304,512.07 | 1.65 | |
iShares Russell 1000 Growth ETF IWF | $6.15M | <0.01 | 18,250 | +1,157.75% | +$5.66M | 1.11 | |
SPDR S&P 500 ETF Trust SPY | $26.42M | <0.01 | 50,516 | -5.89% | -$1.66M | 4.75 | |
Grayscale Bitcoin Trust (BTC) GBTC | $7.07M | <0.01 | 111,927 | New | +$7.07M | 1.27 | |
iShares Russell 1000 Value ETF IWD | $4.73M | <0.01 | 26,419 | +1,292.67% | +$4.39M | 0.85 | |
Invesco S&P 500 GARP ETF SPGP | $3.49M | <0.01 | 32,764 | -5.55% | -$204,887.62 | 0.63 | |
First Trust Value Line Dividend Index Fund FVD | $2.93M | <0.01 | 69,477 | -40.49% | -$2M | 0.53 | |
iShares Core S&P 500 ETF IVV | $6.04M | <0.01 | 11,488 | +4.2% | +$243,421.16 | 1.09 | |
Schwab U.S. Large-Cap Growth ETF SCHG | $11.59M | <0.01 | 125,051 | -18.76% | -$2.68M | 2.08 | |
First Trust Dorsey Wright Focus 5 ETF FV | $4.7M | <0.01 | 82,060 | -0.71% | -$33,422.24 | 0.84 | |
iShares Core Total USD Bond Market ETF IUSB | $5.99M | <0.01 | 131,484 | +2,345.3% | +$5.75M | 1.08 | |
First Trust Rising Dividend Achievers ETF RDVY | $2.59M | <0.01 | 46,095 | +1.16% | +$29,714.25 | 0.47 | |
| Eli Lilly and Company LLY | $2.81M | <0.01 | 3,614 | +169.3% | +$1.77M | 0.51 | |
| Walmart Inc. WMT | $2.14M | <0.01 | 35,512 | +207.41% | +$1.44M | 0.38 | |
iShares Core S&P Mid-Cap ETF IJH | $2.66M | <0.01 | 43,844 | +414.24% | +$2.15M | 0.48 | |
iShares MSCI USA Quality Factor ETF QUAL | $7.12M | <0.01 | 43,324 | +70.52% | +$2.94M | 1.28 | |
Vanguard Total Stock Market Index Fund VTI | $6.59M | <0.01 | 25,345 | -2.13% | -$143,725.52 | 1.18 | |
iShares Core MSCI EAFE ETF IEFA | $6.91M | <0.01 | 93,161 | -7.45% | -$556,799.94 | 1.24 | |
Invesco QQQ Trust QQQ | $10.98M | <0.01 | 24,738 | +11.5% | +$1.13M | 1.97 | |
Vanguard 500 Index Fund VOO | $19.43M | <0.01 | 40,423 | +33.1% | +$4.83M | 3.49 | |
Vanguard Small Cap Index Fund VB | $3.42M | <0.01 | 14,976 | -6.67% | -$244,585.02 | 0.62 | |
JPMorgan Equity Premium Income ETF JEPI | $2.75M | <0.01 | 47,521 | -2.32% | -$65,324.22 | 0.49 | |
iShares Russell Mid-Cap Growth ETF IWP | $3.01M | <0.01 | 26,332 | -19.92% | -$747,490.06 | 0.54 | |
Alphabet Inc. GOOGL | $4.58M | <0.01 | 30,338 | +5.18% | +$225,636.88 | 0.82 |