Mga Batayang Estadistika
Nilai Portofolio $ 1,333,386,258
Posisi Saat Ini 324
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Cornerstone Wealth Group, LLC telah mengungkapkan total kepemilikan 324 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 1,333,386,258 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Cornerstone Wealth Group, LLC adalah Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares (US:NVDD) , SPDR S&P 500 ETF (US:SPY) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , and Apple Inc. (US:AAPL) . Posisi baru Cornerstone Wealth Group, LLC meliputi: Vanguard Index Funds - Vanguard Growth ETF (US:VUG) , Nushares ETF Trust - Nuveen Municipal Income ETF (US:NUMI) , Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF (US:HMOP) , iShares Trust - iShares Core Dividend Growth ETF (US:DGRO) , and Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr June (US:ZJUN) .

Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.63 99.79 7.4840 1.4025
0.09 45.12 3.3830 1.1440
0.09 25.50 1.9118 0.7125
0.04 6.68 0.5013 0.4739
0.01 6.00 0.4501 0.4501
0.06 4.80 0.3601 0.3601
0.03 4.62 0.3465 0.3465
0.06 8.34 0.6253 0.2908
0.02 3.95 0.2962 0.2745
0.09 16.68 1.2504 0.2273
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.01 0.72 0.0538 -0.6096
0.22 45.88 3.4408 -0.5958
0.00 0.73 0.0548 -0.5752
0.00 0.55 0.0409 -0.4535
0.03 4.45 0.3340 -0.2704
0.43 0.33 0.0245 -0.2134
0.07 12.49 0.9369 -0.2028
0.07 13.03 0.9772 -0.1994
0.08 10.61 0.7959 -0.1758
0.05 7.83 0.5870 -0.1649
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-28 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.63 -6.85 99.79 35.79 7.4840 1.4025
SPY / SPDR S&P 500 ETF 0.13 -2.08 81.53 8.15 6.1132 -0.1246
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.56 13.81 55.15 14.13 4.1357 0.1366
IVV / iShares Trust - iShares Core S&P 500 ETF 0.08 -3.10 47.19 7.07 3.5389 -0.1087
AAPL / Apple Inc. 0.22 1.83 45.88 -5.95 3.4408 -0.5958
MSFT / Microsoft Corporation 0.09 25.84 45.12 66.75 3.3830 1.1440
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 1.33 -1.93 32.53 8.55 2.4393 -0.0406
AVGO / Broadcom Inc. 0.09 6.85 25.50 75.92 1.9118 0.7125
IWB / iShares Trust - iShares Russell 1000 ETF 0.06 11.09 22.03 22.98 1.6520 0.1695
VCRB / Vanguard Core Bond Fund 0.28 0.50 21.62 0.70 1.6211 -0.1555
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.04 1.27 21.43 11.94 1.6069 0.0227
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.28 15.53 21.11 27.52 1.5830 0.2130
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF 0.32 -5.43 19.40 3.93 1.4545 -0.0900
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.06 -0.32 18.86 10.22 1.4143 -0.0017
AMZN / Amazon.com, Inc. 0.09 5.71 18.83 21.89 1.4116 0.1336
JPM / JPMorgan Chase & Co. 0.06 2.00 17.85 20.55 1.3385 0.1133
GOOG / Alphabet Inc. 0.09 18.35 16.68 34.88 1.2504 0.2273
META / Meta Platforms, Inc. 0.02 4.87 14.02 34.29 1.0514 0.1876
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.30 -1.75 13.79 -1.54 1.0340 -0.1249
BAC / Bank of America Corporation 0.28 2.18 13.12 15.87 0.9841 0.0468
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.07 -12.63 13.03 -8.34 0.9772 -0.1994
ABBV / AbbVie Inc. 0.07 2.39 12.49 -9.29 0.9369 -0.2028
HD / The Home Depot, Inc. 0.03 0.98 11.87 1.02 0.8905 -0.0822
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF 0.36 -2.46 11.85 -1.92 0.8882 -0.1112
CMI / Cummins Inc. 0.04 4.55 11.47 9.24 0.8598 -0.0088
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.19 3.41 11.11 15.02 0.8328 0.0337
WMB / The Williams Companies, Inc. 0.17 1.25 10.77 6.42 0.8074 -0.0299
XOM / Exxon Mobil Corporation 0.10 3.11 10.73 -6.54 0.8048 -0.1454
BRK.B / Berkshire Hathaway Inc. 0.02 3.03 10.72 -6.02 0.8039 -0.1402
DG / Dollar General Corporation 0.09 6.12 10.70 38.04 0.8023 0.1610
PEP / PepsiCo, Inc. 0.08 2.63 10.61 -9.62 0.7959 -0.1758
ACN / Accenture plc 0.03 4.01 10.39 -0.36 0.7794 -0.0838
LLY / Eli Lilly and Company 0.01 1.02 9.87 -4.66 0.7402 -0.1164
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.04 -5.45 9.85 15.96 0.7390 0.0357
V / Visa Inc. 0.03 4.16 9.77 5.52 0.7323 -0.0336
ETN / Eaton Corporation plc 0.03 3.69 9.61 36.18 0.7208 0.1367
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.06 3.79 9.44 -2.97 0.7078 -0.0972
DPZ / Domino's Pizza, Inc. 0.02 2.51 9.43 0.53 0.7072 -0.0691
LECO / Lincoln Electric Holdings, Inc. 0.04 0.58 9.30 10.24 0.6977 -0.0006
ADP / Automatic Data Processing, Inc. 0.03 0.91 9.24 1.85 0.6927 -0.0577
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.13 41.10 9.18 55.96 0.6884 0.2013
ABT / Abbott Laboratories 0.07 2.89 9.18 5.49 0.6883 -0.0317
AMGN / Amgen Inc. 0.03 67.84 8.85 50.43 0.6638 0.1768
SO / The Southern Company 0.09 0.86 8.39 0.73 0.6296 -0.0601
BX / Blackstone Inc. 0.06 92.80 8.34 106.34 0.6253 0.2908
UBER / Uber Technologies, Inc. 0.08 37.61 7.86 76.24 0.5895 0.2203
CVX / Chevron Corporation 0.05 0.66 7.83 -13.85 0.5870 -0.1649
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund 0.17 -3.61 7.72 3.75 0.5790 -0.0369
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.09 -5.42 7.42 -2.05 0.5565 -0.0705
PRU / Prudential Financial, Inc. 0.07 2.87 7.42 -1.04 0.5565 -0.0640
MCD / McDonald's Corporation 0.02 0.70 7.30 -5.82 0.5476 -0.0940
T / AT&T Inc. 0.25 2.02 7.12 4.40 0.5343 -0.0304
AMAT / Applied Materials, Inc. 0.04 1,500.66 6.68 1,925.45 0.5013 0.4739
WMT / Walmart Inc. 0.07 4.02 6.59 15.87 0.4945 0.0235
LOW / Lowe's Companies, Inc. 0.03 -0.23 6.50 -5.08 0.4874 -0.0792
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.07 -3.64 6.46 4.18 0.4843 -0.0287
BLK / BlackRock, Inc. 0.01 3.29 6.45 14.52 0.4840 0.0176
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.13 -1.13 6.41 -1.07 0.4805 -0.0554
HON / Honeywell International Inc. 0.03 2.37 6.22 12.59 0.4662 0.0092
PM / Philip Morris International Inc. 0.03 4.20 6.16 19.56 0.4617 0.0356
QCOM / QUALCOMM Incorporated 0.04 5.81 6.09 9.70 0.4564 -0.0027
GS / The Goldman Sachs Group, Inc. 0.01 4.07 6.05 34.83 0.4538 0.0824
TFC / Truist Financial Corporation 0.14 1.88 6.03 6.44 0.4522 -0.0166
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.06 -8.46 6.02 -4.32 0.4514 -0.0692
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 6.00 0.4501 0.4501
JSI / Janus Detroit Street Trust - Janus Henderson Securitized Income ETF 0.11 1.17 5.97 1.69 0.4480 -0.0382
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF 0.13 1.36 5.95 1.04 0.4462 -0.0412
COST / Costco Wholesale Corporation 0.01 2.62 5.94 7.40 0.4453 -0.0123
MTB / M&T Bank Corporation 0.03 3.99 5.64 12.86 0.4226 0.0094
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.10 -2.12 5.63 -2.61 0.4223 -0.0562
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.10 6.14 5.62 18.55 0.4212 0.0291
PANW / Palo Alto Networks, Inc. 0.03 1.08 5.61 21.22 0.4208 0.0378
NOW / ServiceNow, Inc. 0.01 3.91 5.55 34.17 0.4161 0.0740
COP / ConocoPhillips 0.06 5.47 5.31 -9.87 0.3979 -0.0893
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.04 -4.73 4.93 5.44 0.3695 -0.0172
MO / Altria Group, Inc. 0.08 2.09 4.86 -0.27 0.3644 -0.0388
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.06 4.80 0.3601 0.3601
C / Citigroup Inc. 0.06 3.83 4.78 24.48 0.3582 0.0407
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.03 4.62 0.3465 0.3465
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.09 9.42 4.51 10.40 0.3383 0.0001
ICF / iShares Trust - iShares Select U.S. REIT ETF 0.07 -9.45 4.51 -10.01 0.3379 -0.0764
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.03 -33.93 4.45 -39.01 0.3340 -0.2704
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.01 -3.27 4.44 13.76 0.3329 0.0099
RSG / Republic Services, Inc. 0.02 2.96 4.36 4.85 0.3272 -0.0171
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.17 -6.83 4.28 0.61 0.3213 -0.0311
SPG / Simon Property Group, Inc. 0.03 6.76 4.21 3.34 0.3155 -0.0214
CL / Colgate-Palmolive Company 0.05 3.87 4.16 0.77 0.3122 -0.0297
TMUS / T-Mobile US, Inc. 0.02 5.12 4.15 -6.10 0.3115 -0.0546
FE / FirstEnergy Corp. 0.10 4.79 4.12 4.36 0.3090 -0.0177
CME / CME Group Inc. 0.01 1.70 4.07 5.67 0.3049 -0.0136
FIS / Fidelity National Information Services, Inc. 0.05 1.02 3.98 10.12 0.2988 -0.0006
DHR / Danaher Corporation 0.02 1,469.07 3.95 1,412.64 0.2962 0.2745
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.03 3.73 3.95 12.61 0.2960 0.0059
ORCL / Oracle Corporation 0.02 5.78 3.92 65.47 0.2940 0.0979
JNJ / Johnson & Johnson 0.02 6.64 3.82 -1.78 0.2862 -0.0354
STLD / Steel Dynamics, Inc. 0.03 2.58 3.59 4.97 0.2692 -0.0138
GPC / Genuine Parts Company 0.03 3.51 3.52 5.38 0.2643 -0.0124
GOOG / Alphabet Inc. 0.02 8.67 3.40 23.40 0.2547 0.0269
TSLA / Tesla, Inc. 0.01 17.02 3.33 43.48 0.2500 0.0577
MA / Mastercard Incorporated 0.01 -1.10 3.28 1.36 0.2462 -0.0217
ALL / The Allstate Corporation 0.01 -4.13 2.93 -6.82 0.2194 -0.0404
TPLS / Thornburg ETF Trust - Thornburg Core Plus Bond ETF 0.11 12.19 2.69 12.28 0.2016 0.0034
DUK / Duke Energy Corporation 0.02 7.48 2.67 3.97 0.2002 -0.0122
QQQ / Invesco QQQ Trust, Series 1 0.00 17.28 2.54 37.93 0.1907 0.0382
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF 0.05 -6.28 2.12 -6.11 0.1591 -0.0279
NFLX / Netflix, Inc. 0.00 11.35 2.08 60.06 0.1557 0.0483
KO / The Coca-Cola Company 0.03 9.09 1.84 7.73 0.1380 -0.0033
NEE / NextEra Energy, Inc. 0.03 -1.56 1.77 -3.59 0.1329 -0.0192
CAT / Caterpillar Inc. 0.00 -3.81 1.73 13.20 0.1299 0.0033
MRK / Merck & Co., Inc. 0.02 1.93 1.71 -10.12 0.1280 -0.0291
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.02 68.55 1.70 99.88 0.1276 0.0572
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.06 -12.96 1.63 -6.85 0.1224 -0.0226
NUMI / Nushares ETF Trust - Nuveen Municipal Income ETF 0.07 1.60 0.1200 0.1200
TAFI / AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 0.06 1.46 1.51 1.54 0.1134 -0.0098
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.02 -6.13 1.48 -4.08 0.1111 -0.0166
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -51.47 1.38 -47.52 0.1038 -0.1144
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.02 0.18 1.38 1.54 0.1037 -0.0089
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -1.60 1.37 5.14 0.1028 -0.0051
IBM / International Business Machines Corporation 0.00 13.28 1.36 34.29 0.1017 0.0181
GE / General Electric Company 0.01 15.14 1.35 48.19 0.1013 0.0258
PLTR / Palantir Technologies Inc. 0.01 120.16 1.30 255.74 0.0977 0.0674
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.02 40.92 1.30 44.51 0.0976 0.0230
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 3.10 1.30 22.30 0.0975 0.0095
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August 0.03 -0.15 1.27 6.90 0.0953 -0.0031
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March 0.03 0.00 1.27 5.75 0.0952 -0.0042
HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF 0.03 1.24 0.0928 0.0928
DE / Deere & Company 0.00 1.56 1.23 10.05 0.0919 -0.0003
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February 0.03 0.00 1.22 6.20 0.0912 -0.0036
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -1.92 1.19 6.07 0.0891 -0.0036
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.04 3.10 1.17 20.29 0.0881 0.0073
BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July 0.02 0.00 1.17 9.24 0.0878 -0.0010
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June 0.03 -5.56 1.15 1.41 0.0862 -0.0076
CI / The Cigna Group 0.00 4.06 1.13 4.55 0.0845 -0.0047
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.04 -24.64 1.12 -23.56 0.0837 -0.0371
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October 0.03 -0.46 1.10 5.78 0.0824 -0.0035
DIS / The Walt Disney Company 0.01 -0.94 1.02 24.48 0.0766 0.0087
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 16.78 1.02 20.69 0.0762 0.0065
AXP / American Express Company 0.00 1.24 1.01 20.05 0.0759 0.0061
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.02 -10.55 0.98 -4.95 0.0735 -0.0118
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -2.44 0.97 -3.49 0.0726 -0.0104
LMT / Lockheed Martin Corporation 0.00 22.37 0.96 26.99 0.0716 0.0093
D / Dominion Energy, Inc. 0.02 -8.78 0.94 -8.12 0.0705 -0.0141
EBGEF / Enbridge Inc. - Preferred Stock 0.02 24.69 0.93 27.61 0.0697 0.0094
RTX / RTX Corporation 0.01 22.09 0.93 34.69 0.0696 0.0125
CSCO / Cisco Systems, Inc. 0.01 32.27 0.89 48.58 0.0668 0.0172
TMB / Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 0.03 136.15 0.88 137.77 0.0657 0.0351
SYK / Stryker Corporation 0.00 0.76 0.84 7.12 0.0632 -0.0019
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April 0.02 -12.64 0.84 -8.59 0.0631 -0.0131
INTU / Intuit Inc. 0.00 22.22 0.81 56.84 0.0611 0.0181
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 2.24 0.80 26.27 0.0598 0.0075
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.01 -5.25 0.75 0.94 0.0561 -0.0052
AMD / Advanced Micro Devices, Inc. 0.01 -1.27 0.75 36.50 0.0561 0.0107
CRM / Salesforce, Inc. 0.00 4.88 0.73 6.55 0.0550 -0.0020
UNH / UnitedHealth Group Incorporated 0.00 -83.89 0.73 -90.41 0.0548 -0.5752
PSMR / Pacer Funds Trust - Pacer Swan SOS Moderate (April) ETF 0.03 0.00 0.72 4.80 0.0540 -0.0029
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0.01 -90.98 0.72 -91.06 0.0538 -0.6096
BWIN / The Baldwin Insurance Group, Inc. 0.02 -0.07 0.71 -4.29 0.0536 -0.0082
VZ / Verizon Communications Inc. 0.02 17.03 0.71 11.77 0.0534 0.0006
WFC / Wells Fargo & Company 0.01 18.04 0.71 31.91 0.0533 0.0087
COR / Cencora, Inc. 0.00 3.11 0.71 11.20 0.0529 0.0004
NU / Nu Holdings Ltd. 0.05 35.65 0.70 82.08 0.0526 0.0206
GEV / GE Vernova Inc. 0.00 11.68 0.70 93.89 0.0524 0.0225
TJX / The TJX Companies, Inc. 0.01 0.40 0.67 1.82 0.0505 -0.0042
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September 0.02 -0.57 0.67 5.83 0.0505 -0.0022
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.65 0.0484 0.0484
GLD / SPDR Gold Trust 0.00 -1.60 0.64 4.08 0.0478 -0.0029
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.01 -12.72 0.63 -12.10 0.0475 -0.0121
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July 0.01 -0.87 0.63 8.05 0.0474 -0.0010
MS / Morgan Stanley 0.00 7.88 0.62 30.33 0.0467 0.0071
BMY / Bristol-Myers Squibb Company 0.01 -1.32 0.61 -25.15 0.0456 -0.0216
PSX / Phillips 66 0.01 2.54 0.61 -0.82 0.0455 -0.0052
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May 0.02 26.18 0.59 33.03 0.0444 0.0076
UNP / Union Pacific Corporation 0.00 -11.57 0.58 -13.88 0.0438 -0.0123
MDLZ / Mondelez International, Inc. 0.01 8.82 0.57 8.16 0.0428 -0.0009
ZJAN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr January 0.02 0.00 0.56 3.30 0.0423 -0.0029
APH / Amphenol Corporation 0.01 15.59 0.56 74.22 0.0421 0.0154
ADBE / Adobe Inc. 0.00 -90.94 0.55 -90.86 0.0409 -0.4535
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February 0.02 0.00 0.54 5.89 0.0405 -0.0017
AZO / AutoZone, Inc. 0.00 1.42 0.53 -1.49 0.0398 -0.0048
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December 0.01 0.00 0.53 6.49 0.0394 -0.0015
SBUX / Starbucks Corporation 0.01 6.15 0.52 -0.76 0.0389 -0.0044
MCK / McKesson Corporation 0.00 5.72 0.51 15.25 0.0386 0.0016
STX / Seagate Technology Holdings plc 0.00 8.18 0.50 83.76 0.0374 0.0149
CEG / Constellation Energy Corporation 0.00 -19.17 0.49 29.44 0.0367 0.0054
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 6.40 0.49 45.51 0.0365 0.0088
KMB / Kimberly-Clark Corporation 0.00 0.24 0.48 -9.04 0.0362 -0.0078
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.02 -59.24 0.48 -61.38 0.0362 -0.0672
TXN / Texas Instruments Incorporated 0.00 22.95 0.47 42.04 0.0355 0.0079
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.00 0.00 0.47 19.59 0.0353 0.0027
INTC / Intel Corporation 0.02 55.08 0.47 53.09 0.0353 0.0098
ZJUN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr June 0.02 0.47 0.0351 0.0351
GEN / Gen Digital Inc. 0.02 10.58 0.46 22.61 0.0346 0.0034
HMN / Horace Mann Educators Corporation 0.01 48.61 0.46 49.51 0.0345 0.0090
FI / Fiserv, Inc. 0.00 -1.72 0.45 -23.31 0.0341 -0.0149
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 7.51 0.45 10.92 0.0336 0.0002
ACIC / American Coastal Insurance Corporation 0.00 35.18 0.44 38.05 0.0329 0.0066
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.01 0.32 0.44 9.77 0.0329 -0.0002
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.02 -8.54 0.44 2.34 0.0328 -0.0026
PFE / Pfizer Inc. 0.02 5.18 0.43 0.70 0.0325 -0.0031
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 -8.40 0.43 1.19 0.0320 -0.0029
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF 0.01 0.00 0.42 13.10 0.0318 0.0008
ZTS / Zoetis Inc. 0.00 20.16 0.42 13.75 0.0317 0.0010
IRM / Iron Mountain Incorporated 0.00 3.76 0.42 23.88 0.0312 0.0034
ISRG / Intuitive Surgical, Inc. 0.00 20.13 0.41 31.43 0.0311 0.0050
CMCSA / Comcast Corporation 0.01 2.42 0.41 -0.96 0.0309 -0.0035
BSX / Boston Scientific Corporation 0.00 26.71 0.41 35.08 0.0309 0.0056
SHOP / Shopify Inc. 0.00 -13.84 0.41 4.11 0.0304 -0.0018
ROK / Rockwell Automation, Inc. 0.00 0.40 0.0303 0.0303
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.01 3.41 0.40 6.07 0.0302 -0.0012
COF / Capital One Financial Corporation 0.00 41.45 0.39 68.40 0.0292 0.0100
1ORLY / O'Reilly Automotive, Inc. 0.00 1,419.01 0.39 -4.43 0.0292 -0.0045
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.00 -15.31 0.39 -14.76 0.0291 -0.0085
RJF / Raymond James Financial, Inc. 0.00 5.36 0.38 16.11 0.0287 0.0015
BALI / BlackRock ETF Trust - iShares Advantage Large Cap Income ETF 0.01 72.40 0.38 80.57 0.0286 0.0111
ANET / Arista Networks Inc 0.00 0.38 0.0285 0.0285
CARR / Carrier Global Corporation 0.01 -1.95 0.38 13.47 0.0284 0.0007
YUM / Yum! Brands, Inc. 0.00 15.70 0.37 9.09 0.0279 -0.0004
LRCX / Lam Research Corporation 0.00 10.15 0.37 47.22 0.0279 0.0070
LEN / Lennar Corporation 0.00 24.15 0.36 19.87 0.0272 0.0021
NDAQ / Nasdaq, Inc. 0.00 30.08 0.36 53.62 0.0271 0.0076
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0.01 -83.49 0.36 -82.09 0.0270 -0.1393
LIN / Linde plc 0.00 18.67 0.36 19.60 0.0270 0.0021
AFL / Aflac Incorporated 0.00 0.57 0.36 -4.56 0.0267 -0.0042
BKNG / Booking Holdings Inc. 0.00 24.49 0.35 56.70 0.0263 0.0078
IDV / iShares Trust - iShares International Select Dividend ETF 0.01 0.35 0.0262 0.0262
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January 0.01 0.00 0.35 6.44 0.0260 -0.0010
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September 0.01 0.00 0.35 7.10 0.0260 -0.0008
PH / Parker-Hannifin Corporation 0.00 0.34 0.0258 0.0258
VLY / Valley National Bancorp 0.04 0.15 0.34 0.88 0.0257 -0.0025
AON / Aon plc 0.00 2.68 0.34 -8.33 0.0256 -0.0052
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.34 22.74 0.0255 0.0025
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 -8.37 0.33 -7.76 0.0250 -0.0049
TMO / Thermo Fisher Scientific Inc. 0.00 -24.70 0.33 -38.63 0.0249 -0.0199
OHI / Omega Healthcare Investors, Inc. 0.01 22.09 0.33 17.86 0.0248 0.0015
DD / DuPont de Nemours, Inc. 0.00 33.04 0.33 22.47 0.0245 0.0024
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares Put 0.43 -14.48 0.33 -88.66 0.0245 -0.2134
BA / The Boeing Company 0.00 -0.32 0.32 22.52 0.0241 0.0024
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 -2.57 0.32 26.88 0.0241 0.0031
TTD / The Trade Desk, Inc. 0.00 2.81 0.32 35.02 0.0241 0.0044
AMP / Ameriprise Financial, Inc. 0.00 -0.83 0.32 9.28 0.0239 -0.0002
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 23.66 0.31 31.51 0.0235 0.0038
GILD / Gilead Sciences, Inc. 0.00 20.09 0.31 18.63 0.0235 0.0017
SPGI / S&P Global Inc. 0.00 8.05 0.30 12.18 0.0228 0.0004
CTVA / Corteva, Inc. 0.00 -8.83 0.30 7.83 0.0228 -0.0005
SCHW / The Charles Schwab Corporation 0.00 22.43 0.30 42.86 0.0226 0.0051
SHW / The Sherwin-Williams Company 0.00 18.85 0.30 16.86 0.0224 0.0012
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -5.04 0.30 0.00 0.0223 -0.0023
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -1.04 0.30 6.09 0.0222 -0.0009
MU / Micron Technology, Inc. 0.00 -2.49 0.29 38.21 0.0220 0.0045
LNG / Cheniere Energy, Inc. 0.00 6.26 0.29 11.83 0.0220 0.0003
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August 0.01 0.00 0.29 8.12 0.0220 -0.0005
MUB / iShares Trust - iShares National Muni Bond ETF 0.00 -84.15 0.29 -84.30 0.0218 -0.1311
PYPL / PayPal Holdings, Inc. 0.00 4.62 0.29 18.93 0.0217 0.0016
VVX / V2X, Inc. 0.01 0.00 0.29 -1.03 0.0216 -0.0025
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December 0.01 0.00 0.29 6.32 0.0215 -0.0008
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -2.32 0.28 -21.33 0.0213 -0.0086
GD / General Dynamics Corporation 0.00 0.28 0.0213 0.0213
PAYX / Paychex, Inc. 0.00 9.96 0.28 3.68 0.0212 -0.0014
MMC / Marsh & McLennan Companies, Inc. 0.00 0.39 0.28 -10.22 0.0211 -0.0048
MSI / Motorola Solutions, Inc. 0.00 1.24 0.28 -2.83 0.0206 -0.0028
MDT / Medtronic plc 0.00 0.28 0.0206 0.0206
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 3.65 0.27 25.23 0.0205 0.0025
CCL / Carnival Corporation & plc 0.01 0.27 0.0204 0.0204
URI / United Rentals, Inc. 0.00 0.27 0.0203 0.0203
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January 0.01 0.00 0.27 4.69 0.0202 -0.0011
PGR / The Progressive Corporation 0.00 2.34 0.27 -3.25 0.0201 -0.0029
CVS / CVS Health Corporation 0.00 0.27 0.0199 0.0199
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.00 0.00 0.27 22.69 0.0199 0.0019
TT / Trane Technologies plc 0.00 0.26 0.0198 0.0198
NOC / Northrop Grumman Corporation 0.00 -6.46 0.26 -8.77 0.0195 -0.0041
CMG / Chipotle Mexican Grill, Inc. 0.00 0.26 0.0195 0.0195
CSX / CSX Corporation 0.01 0.26 0.0194 0.0194
UPS / United Parcel Service, Inc. 0.00 3.94 0.26 -4.44 0.0194 -0.0030
FTXP / Foothills Exploration, Inc. 0.00 0.26 0.0193 0.0193
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 0.25 0.0190 0.0190
KVUE / Kenvue Inc. 0.01 2.76 0.25 -10.32 0.0189 -0.0044
DFH / Dream Finders Homes, Inc. 0.01 -0.22 0.25 11.06 0.0188 0.0001
KMI / Kinder Morgan, Inc. 0.01 0.25 0.0188 0.0188
EMR / Emerson Electric Co. 0.00 0.25 0.0187 0.0187
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 0.38 0.25 -2.77 0.0185 -0.0025
MNST / Monster Beverage Corporation 0.00 0.24 0.0180 0.0180
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.00 0.00 0.24 0.00 0.0178 -0.0018
GWW / W.W. Grainger, Inc. 0.00 8.70 0.23 14.78 0.0175 0.0006
HCA / HCA Healthcare, Inc. 0.00 0.23 0.0174 0.0174
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 0.23 0.0173 0.0173
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF 0.01 0.00 0.23 1.77 0.0173 -0.0014
CDNS / Cadence Design Systems, Inc. 0.00 0.23 0.0172 0.0172
SYY / Sysco Corporation 0.00 5.10 0.23 6.02 0.0172 -0.0007
WM / Waste Management, Inc. 0.00 3.97 0.23 2.71 0.0171 -0.0013
CRWD / CrowdStrike Holdings, Inc. 0.00 0.23 0.0171 0.0171
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF 0.00 0.23 0.0170 0.0170
WELL / Welltower Inc. 0.00 4.73 0.22 5.16 0.0168 -0.0008
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 -4.58 0.22 7.21 0.0168 -0.0005
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund 0.01 0.00 0.22 11.50 0.0168 0.0002
NI / NiSource Inc. 0.01 1.34 0.22 1.83 0.0167 -0.0014
ROP / Roper Technologies, Inc. 0.00 -11.71 0.22 -14.94 0.0167 -0.0050
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.22 0.0166 0.0166
ITW / Illinois Tool Works Inc. 0.00 0.22 0.0165 0.0165
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.00 0.00 0.22 8.91 0.0165 -0.0003
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.00 0.00 0.22 7.35 0.0164 -0.0005
MCO / Moody's Corporation 0.00 0.22 0.0164 0.0164
ED / Consolidated Edison, Inc. 0.00 0.22 0.0163 0.0163
HWM / Howmet Aerospace Inc. 0.00 0.22 0.0163 0.0163
MET / MetLife, Inc. 0.00 0.21 0.0160 0.0160
MMM / 3M Company 0.00 0.21 0.0160 0.0160
VRSN / VeriSign, Inc. 0.00 0.21 0.0158 0.0158
ET / Energy Transfer LP - Limited Partnership 0.01 0.21 0.0157 0.0157
ADI / Analog Devices, Inc. 0.00 -14.13 0.21 1.46 0.0157 -0.0014
CTAS / Cintas Corporation 0.00 0.21 0.0156 0.0156
BCS / Barclays PLC - Depositary Receipt (Common Stock) 0.01 4.82 0.21 26.54 0.0154 0.0020
CSL / Carlisle Companies Incorporated 0.00 0.20 0.0154 0.0154
ADSK / Autodesk, Inc. 0.00 0.20 0.0153 0.0153
CTSH / Cognizant Technology Solutions Corporation 0.00 0.20 0.0153 0.0153
LHX / L3Harris Technologies, Inc. 0.00 0.20 0.0152 0.0152
STWD / Starwood Property Trust, Inc. 0.01 0.59 0.20 2.02 0.0152 -0.0012
GIS / General Mills, Inc. 0.00 0.20 0.0151 0.0151
RCL / Royal Caribbean Cruises Ltd. 0.00 0.20 0.0151 0.0151
F / Ford Motor Company 0.01 -4.86 0.15 2.76 0.0112 -0.0008
FRA / BlackRock Floating Rate Income Strategies Fund, Inc. 0.01 0.00 0.14 2.13 0.0108 -0.0009
AAPL / Apple Inc. Put 0.02 0.14 0.0106 0.0106
HYT / BlackRock Corporate High Yield Fund, Inc. 0.01 0.00 0.13 1.55 0.0099 -0.0008
EVV / Eaton Vance Limited Duration Income Fund 0.01 0.00 0.13 2.42 0.0096 -0.0007
GNW / Genworth Financial, Inc. 0.02 0.13 0.0096 0.0096
CMND / Clearmind Medicine Inc. 0.02 0.00 0.02 -10.00 0.0013 -0.0004
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0.00 -100.00 0.00 0.0000
NWL / Newell Brands Inc. 0.00 -100.00 0.00 0.0000
LULU / lululemon athletica inc. 0.00 -100.00 0.00 0.0000
TDG / TransDigm Group Incorporated 0.00 -100.00 0.00 0.0000
IWV / iShares Trust - iShares Russell 3000 ETF 0.00 -100.00 0.00 0.0000
VRTX / Vertex Pharmaceuticals Incorporated 0.00 -100.00 0.00 0.0000
REGN / Regeneron Pharmaceuticals, Inc. 0.00 -100.00 0.00 0.0000
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF 0.00 -100.00 0.00 0.0000
CLX / The Clorox Company 0.00 -100.00 0.00 0.0000
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.00 -100.00 0.00 0.0000
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF 0.00 -100.00 0.00 0.0000