Berkshire Hathaway Inc BRK.B | $3.79M | 0.63 | 9,003 | +0.04% | +$1,682.08 | 1.8 | |
| Parker-Hannifin Corporation PH | $7.3M | 0.01 | 13,127 | -1.92% | -$142,839.16 | 3.47 | |
| KeyCorp KEY | $1.38M | 0.01 | 87,350 | -1.6% | -$22,481.99 | 0.66 | |
| Palantir Technologies Inc. PLTR | $2.34M | 0.01 | 101,530 | +1.37% | +$31,523.74 | 1.11 | |
| Iron Mountain Incorporated IRM | $1.11M | 0.01 | 13,850 | -8.43% | -$102,267.70 | 0.53 | |
| Kinder Morgan, Inc. KMI | $910,581.00 | <0.01 | 49,650 | -3.96% | -$37,597.00 | 0.43 | |
| Blackstone Inc. BX | $3.49M | <0.01 | 26,535 | -1.37% | -$48,474.72 | 1.66 | |
| Altria Group, Inc. MO | $1.74M | <0.01 | 39,879 | -4.63% | -$84,448.61 | 0.83 | |
| Philip Morris International Inc. PM | $1.94M | <0.01 | 21,197 | +0.64% | +$12,368.70 | 0.93 | |
| Eaton Corporation plc ETN | $803,471.00 | <0.01 | 2,570 | +0.51% | +$4,064.25 | 0.38 | |
| Uber Technologies, Inc. UBER | $1.42M | <0.01 | 18,489 | +13.68% | +$171,303.58 | 0.68 | |
| NVIDIA Corporation NVDA | $15.64M | <0.01 | 17,309 | -3.15% | -$508,704.73 | 7.45 | |
| Exxon Mobil Corporation XOM | $3.28M | <0.01 | 28,175 | -0.55% | -$18,017.29 | 1.56 | |
| AT&T Inc. T | $899,053.00 | <0.01 | 51,083 | +0.23% | +$2,076.78 | 0.43 | |
| Aon plc AON | $874,012.00 | <0.01 | 2,619 | 0% | +$0 | 0.42 | |
| Mastercard Incorporated MA | $982,359.00 | <0.01 | 2,040 | 0% | +$0 | 0.47 | |
Vanguard Total Stock Market Index Fund VTI | $2.33M | <0.01 | 8,951 | +5.9% | +$129,688.10 | 1.11 | |
Alphabet Inc. GOOGL | $2.19M | <0.01 | 14,505 | +2.47% | +$52,825.61 | 1.04 | |
Invesco QQQ Trust QQQ | $2.11M | <0.01 | 4,759 | +18.71% | +$333,035.46 | 1.01 | |
| Amazon.com, Inc. AMZN | $3.26M | <0.01 | 18,078 | +7.15% | +$217,538.64 | 1.55 | |
Vanguard 500 Index Fund VOO | $998,808.00 | <0.01 | 2,078 | -17.28% | -$208,605.71 | 0.48 | |
| Alphabet Inc. GOOG | $3.99M | <0.01 | 26,202 | +3.71% | +$142,515.48 | 1.9 | |
ProShares Short QQQ PSQ | $4.56M | <0.01 | 520 | -33.5% | -$2.3M | 2.17 | |
| Advanced Micro Devices, Inc. AMD | $1.03M | <0.01 | 5,709 | +94.58% | +$500,882.88 | 0.49 | |
| Visa Inc. V | $2.7M | <0.01 | 9,687 | +0.36% | +$9,768.01 | 1.29 | |
SPDR Gold Shares GLD | $1.41M | <0.01 | 6,857 | -4.66% | -$68,920.64 | 0.67 | |
| Apple Inc. AAPL | $9.7M | <0.01 | 56,560 | -3.49% | -$350,846.78 | 4.62 | |
JPMorgan Ultra-Short Income ETF JPST | $2.46M | <0.01 | 48,858 | +7.61% | +$174,307.08 | 1.17 | |
iShares MSCI USA Min Vol Factor ETF USMV | $4.83M | <0.01 | 57,734 | -4.4% | -$221,906.84 | 2.3 | |
| JPMorgan Chase & Co. JPM | $823,214.00 | <0.01 | 4,110 | -4.66% | -$40,259.37 | 0.39 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $7.04M | <0.01 | 92,338 | +53.87% | +$2.46M | 3.35 | |
JPMorgan Nasdaq Equity Premium Income ETF JEPQ | $1.22M | <0.01 | 22,555 | +37.32% | +$332,491.15 | 0.58 | |
| Tesla, Inc. TSLA | $797,913.00 | <0.01 | 4,539 | -4.68% | -$39,201.28 | 0.38 | |
Pacer US Cash Cows 100 ETF COWZ | $1.86M | <0.01 | 31,966 | +3.23% | +$58,110.12 | 0.88 | |
iShares S&P 500 Growth ETF IVW | $1.48M | <0.01 | 17,586 | +0.02% | +$253.32 | 0.71 | |
First Trust NASDAQ Technology Dividend Index Fund TDIV | $1.75M | <0.01 | 25,096 | +14.01% | +$214,790.97 | 0.83 | |
ProShares S&P 500 Dividend Aristocrats ETF NOBL | $3.01M | <0.01 | 29,652 | -2.6% | -$80,418.15 | 1.43 | |
iShares Core S&P 500 ETF IVV | $7.58M | <0.01 | 14,428 | +3.05% | +$224,478.91 | 3.61 | |
Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO | $1.61M | <0.01 | 70,903 | -24.05% | -$510,361.38 | 0.77 | |
| Microsoft Corporation MSFT | $4.22M | <0.01 | 10,030 | +5.88% | +$234,350.78 | 2.01 | |
Health Care Select Sector SPDR Fund XLV | $791,088.00 | <0.01 | 5,355 | -4.51% | -$37,375.40 | 0.38 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $2.93M | <0.01 | 25,413 | +1.78% | +$51,193.59 | 1.4 | |
SPDR Portfolio S&P 500 Value ETF SPYV | $1.91M | <0.01 | 38,108 | -0.61% | -$11,823.61 | 0.91 | |
Energy Select Sector SPDR Fund XLE | $1.12M | <0.01 | 11,866 | -0.18% | -$2,077.09 | 0.53 | |
SPDR S&P 500 ETF Trust SPY | $3.89M | <0.01 | 7,441 | +3.78% | +$141,756.45 | 1.85 | |
| Bank of America Corporation BAC | $1.14M | <0.01 | 30,081 | -5.61% | -$67,801.52 | 0.54 | |
| McDonald's Corporation MCD | $749,391.00 | <0.01 | 2,658 | -2.03% | -$15,506.59 | 0.36 | |
Vanguard High Dividend Yield Index Fund VYM | $749,370.00 | <0.01 | 6,194 | -1.99% | -$15,243.88 | 0.36 | |
| Intel Corporation INTC | $898,587.00 | <0.01 | 20,344 | +6.71% | +$56,492.96 | 0.43 | |
iShares MSCI USA Quality Factor ETF QUAL | $2.3M | <0.01 | 13,988 | -6.05% | -$148,077.37 | 1.1 |