Berkshire Hathaway Inc BRK.B | $1.89M | 0.31 | 4,493 | +1.19% | +$22,287.56 | 1.36 | |
| Simulations Plus, Inc. SLP | $1.29M | 0.16 | 31,335 | -3.12% | -$41,561.49 | 0.93 | |
iSun, Inc. ISUN | $5.87M | 0.05 | 23,469 | 0% | +$0 | 4.22 | |
Brookfield Renewable Corporation BEPC | $1.49M | 0.03 | 60,791 | +51.42% | +$507,247.69 | 1.07 | |
| Bunge Limited BG | $1.5M | 0.01 | 14,621 | +48.2% | +$487,482.63 | 1.08 | |
| Palo Alto Networks, Inc. PANW | $4.87M | 0.01 | 17,128 | -5.17% | -$265,090.21 | 3.5 | |
| International Flavors & Fragrances Inc. IFF | $1.01M | 0.01 | 11,739 | -4.09% | -$43,081.01 | 0.73 | |
| Delta Air Lines, Inc. DAL | $1.31M | <0.01 | 27,465 | -4.78% | -$66,012.75 | 0.95 | |
Dow Inc. DOW | $1.34M | <0.01 | 23,053 | +2.99% | +$38,813.21 | 0.96 | |
Digital Realty Trust, Inc. DLR | $1.29M | <0.01 | 8,974 | -13.08% | -$194,446.79 | 0.93 | |
| Newmont Corporation NEM | $1.24M | <0.01 | 34,636 | -16.15% | -$239,014.99 | 0.89 | |
| Fortinet, Inc. FTNT | $1.64M | <0.01 | 24,015 | -10.73% | -$197,279.32 | 1.18 | |
| Palantir Technologies Inc. PLTR | $1.71M | <0.01 | 74,364 | +39.15% | +$481,436.36 | 1.23 | |
| Xylem Inc. XYL | $1.05M | <0.01 | 8,108 | -27.66% | -$400,779.77 | 0.75 | |
| Hilton Worldwide Holdings Inc. HLT | $845,134.00 | <0.01 | 3,962 | -4.8% | -$42,661.99 | 0.61 | |
| Pfizer Inc. PFE | $1.03M | <0.01 | 37,256 | -15.31% | -$186,924.00 | 0.74 | |
| PepsiCo, Inc. PEP | $1.35M | <0.01 | 7,722 | -1.32% | -$18,026.47 | 0.97 | |
| Bank of America Corporation BAC | $1.5M | <0.01 | 39,651 | -6.56% | -$105,531.37 | 1.08 | |
| The Boeing Company BA | $972,284.00 | <0.01 | 5,038 | +61.58% | +$370,540.95 | 0.7 | |
| Danaher Corporation DHR | $1.7M | <0.01 | 6,806 | -8.73% | -$162,576.49 | 1.22 | |
| Chevron Corporation CVX | $2.05M | <0.01 | 12,981 | +1.96% | +$39,278.62 | 1.47 | |
Unilever PLC UL | $1.4M | <0.01 | 27,952 | +95.21% | +$684,243.74 | 1.01 | |
| Abbott Laboratories ABT | $1.44M | <0.01 | 12,688 | -7.36% | -$114,566.65 | 1.04 | |
| Stryker Corporation SYK | $1.13M | <0.01 | 3,155 | -0.94% | -$10,736.92 | 0.81 | |
| Salesforce, Inc. CRM | $1.55M | <0.01 | 5,144 | +2.49% | +$37,651.00 | 1.11 | |
| Chubb Limited CB | $1.05M | <0.01 | 4,056 | 0% | +$0 | 0.76 | |
| Citigroup Inc. C | $1.14M | <0.01 | 18,052 | -42.74% | -$852,090.18 | 0.82 | |
| McDonald's Corporation MCD | $1.26M | <0.01 | 4,463 | -3.46% | -$45,112.00 | 0.91 | |
Elevance Health Inc. ELV | $1.16M | <0.01 | 2,228 | -15.22% | -$207,415.98 | 0.83 | |
| Marriott International, Inc. MAR | $852,088.00 | <0.01 | 3,377 | -2.88% | -$25,232.10 | 0.61 | |
| Duke Energy Corporation DUK | $928,706.00 | <0.01 | 9,603 | -3.61% | -$34,815.60 | 0.67 | |
| JPMorgan Chase & Co. JPM | $1M | <0.01 | 5,013 | -12.94% | -$149,208.65 | 0.72 | |
| Exxon Mobil Corporation XOM | $1.75M | <0.01 | 15,016 | -13.26% | -$266,770.82 | 1.26 | |
iShares Core S&P 500 ETF IVV | $1.7M | <0.01 | 3,238 | +4.12% | +$67,294.76 | 1.22 | |
Vanguard 500 Index Fund VOO | $9.02M | <0.01 | 18,771 | +1.3% | +$115,847.63 | 6.49 | |
Vanguard Developed Markets Index Fund VEA | $1.42M | <0.01 | 28,357 | -0.22% | -$3,110.58 | 1.02 | |
Nuveen AMT-Free Municipal Credit Income Fund NVG | $1.49M | <0.01 | 123,045 | +34.37% | +$382,433.46 | 1.08 | |
| Amazon.com, Inc. AMZN | $2.61M | <0.01 | 14,473 | -7.21% | -$202,933.20 | 1.88 | |
| UnitedHealth Group Incorporated UNH | $1.2M | <0.01 | 2,422 | New | +$1.2M | 0.86 | |
| NVIDIA Corporation NVDA | $2.46M | <0.01 | 2,723 | -34.58% | -$1.3M | 1.77 | |
| Advanced Micro Devices, Inc. AMD | $1.27M | <0.01 | 7,041 | -14.56% | -$216,578.78 | 0.91 | |
iShares Intermediate Government/Credit Bond ETF GVI | $1.77M | <0.01 | 16,983 | -59.19% | -$2.56M | 1.27 | |
| Microsoft Corporation MSFT | $9.31M | <0.01 | 22,123 | +5.77% | +$507,800.88 | 6.69 | |
| Apple Inc. AAPL | $4.14M | <0.01 | 24,147 | -1.81% | -$76,480.16 | 2.98 | |
| Alphabet Inc. GOOG | $990,792.00 | <0.01 | 6,507 | -12.58% | -$142,520.56 | 0.71 | |
SPDR S&P 500 ETF Trust SPY | $2.74M | <0.01 | 5,238 | -0.1% | -$2,615.57 | 1.97 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $2.19M | <0.01 | 3,945 | -0.08% | -$1,669.18 | 1.58 | |
iShares MSCI EAFE ETF EFA | $2.9M | <0.01 | 36,327 | -0.19% | -$5,590.16 | 2.09 | |
| The Procter & Gamble Company PG | $1.75M | <0.01 | 10,766 | -3.37% | -$60,843.77 | 1.26 | |
| Eli Lilly and Company LLY | $2.84M | <0.01 | 3,653 | -10.42% | -$330,633.01 | 2.04 |