Mga Batayang Estadistika
Nilai Portofolio $ 757,141,542
Posisi Saat Ini 206
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Goldstone Financial Group, LLC telah mengungkapkan total kepemilikan 206 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 757,141,542 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Goldstone Financial Group, LLC adalah Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Invesco QQQ Trust, Series 1 (US:QQQ) , First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) , Vanguard Index Funds - Vanguard Value ETF (US:VIVA.X) , and J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF (US:JQUA) . Posisi baru Goldstone Financial Group, LLC meliputi: BlackRock ETF Trust II - iShares AAA CLO Active ETF (US:CLOA) , WisdomTree Trust - WisdomTree International High Dividend Fund (US:DTH) , BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF (US:DYNF) , Polaris Inc. (US:PII) , and Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) (US:TSM) .

Goldstone Financial Group, LLC - Nilai Portofolio
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
0.46 22.28 2.9423 2.8191
0.25 12.73 1.6810 1.6810
0.10 6.89 0.9105 0.4605
0.06 2.82 0.3727 0.3727
0.06 34.29 4.5292 0.2555
0.03 5.11 0.6744 0.1867
0.05 4.08 0.5386 0.1863
0.22 9.56 1.2625 0.1777
0.15 83.69 11.0539 0.1669
0.05 10.04 1.3258 0.1653
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
0.15 8.21 1.0848 -1.1190
0.15 8.01 1.0576 -0.5244
0.24 10.95 1.4468 -0.5202
0.14 11.06 1.4610 -0.4775
1.01 32.47 4.2879 -0.3923
0.03 1.47 0.1941 -0.3579
0.51 11.41 1.5069 -0.3122
0.04 2.08 0.2753 -0.2880
0.02 0.92 0.1222 -0.2221
0.21 10.55 1.3934 -0.2186
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-08 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
(%)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.15 3.96 83.69 16.36 11.0539 0.1669
QQQ / Invesco QQQ Trust, Series 1 0.06 2.39 34.29 21.46 4.5292 0.2555
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 1.01 -2.67 32.47 5.00 4.2879 -0.3923
VIVA.X / Vanguard Index Funds - Vanguard Value ETF 0.16 7.48 29.19 11.77 3.8550 -0.0978
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0.48 4.71 29.09 12.81 3.8426 -0.0610
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF 0.46 2,602.42 22.28 2,640.10 2.9423 2.8191
IVV / iShares Trust - iShares Core S&P 500 ETF 0.03 0.95 19.39 12.85 2.5604 -0.0397
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.06 -5.45 17.32 5.96 2.2877 -0.1866
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.10 1.14 15.78 20.76 2.0840 0.1061
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.16 -0.61 15.29 18.81 2.0195 0.0714
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF 0.47 5.57 13.90 14.75 1.8364 0.0022
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.05 9.57 13.21 20.18 1.7441 0.0808
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF 0.25 12.73 1.6810 1.6810
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral 0.21 7.55 12.09 21.08 1.5968 0.0853
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.12 5.19 11.98 15.77 1.5821 0.0160
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF 0.46 4.32 11.62 4.37 1.5346 -0.1507
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.13 14.54 11.59 24.43 1.5308 0.1209
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.22 4.70 11.47 9.09 1.5151 -0.0766
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF 0.51 -4.56 11.41 -5.06 1.5069 -0.3122
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.14 -13.80 11.06 -13.62 1.4610 -0.4775
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.24 -15.67 10.95 -15.70 1.4468 -0.5202
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.21 -0.68 10.55 -0.94 1.3934 -0.2186
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF 0.25 -0.61 10.23 0.19 1.3510 -0.1944
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0.05 5.31 10.04 30.93 1.3258 0.1653
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.22 34.12 9.56 33.38 1.2625 0.1777
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.17 4.39 9.00 8.84 1.1889 -0.0630
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.09 -1.16 8.53 8.89 1.1262 -0.0591
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 0.15 -43.21 8.21 -43.58 1.0848 -1.1190
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.06 5.26 8.09 10.86 1.0682 -0.0362
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.15 -24.05 8.01 -23.38 1.0576 -0.5244
AAPL / Apple Inc. 0.04 25.50 7.98 20.65 1.0535 0.0528
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF 0.29 -2.05 7.15 -1.65 0.9440 -0.1560
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.10 108.20 6.89 131.93 0.9105 0.4605
VPU / Vanguard World Fund - Vanguard Utilities ETF 0.04 2.94 6.64 6.65 0.8767 -0.0654
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF 0.07 1.39 6.62 13.20 0.8746 -0.0110
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.06 6.60 6.29 7.39 0.8313 -0.0560
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.21 8.46 5.81 6.10 0.7678 -0.0616
JPM / JPMorgan Chase & Co. 0.02 3.89 5.81 25.36 0.7671 0.0658
IWM / iShares Trust - iShares Russell 2000 ETF 0.02 -4.38 5.49 6.94 0.7248 -0.0521
SPY / SPDR S&P 500 ETF 0.01 23.36 5.32 37.90 0.7027 0.1187
NVDA / NVIDIA Corporation 0.03 7.81 5.11 58.52 0.6744 0.1867
MSFT / Microsoft Corporation 0.01 7.85 4.95 43.32 0.6533 0.1309
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF 0.13 12.36 4.78 17.24 0.6314 0.0142
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF 0.05 -4.01 4.14 5.10 0.5472 -0.0495
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.05 57.25 4.08 75.20 0.5386 0.1863
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund 0.09 1.24 4.04 3.91 0.5334 -0.0548
AMZN / Amazon.com, Inc. 0.02 8.18 3.92 27.04 0.5182 0.0507
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.06 4.78 3.92 14.15 0.5180 -0.0020
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.06 5.36 3.68 5.02 0.4864 -0.0444
MA / Mastercard Incorporated 0.01 7.65 3.34 11.78 0.4413 -0.0111
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.05 8.28 3.18 14.33 0.4204 -0.0011
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.07 3.27 3.10 4.34 0.4100 -0.0402
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF 0.06 6.41 3.02 5.30 0.3990 -0.0354
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.03 10.03 2.95 19.02 0.3892 0.0143
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund 0.06 2.82 0.3727 0.3727
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.03 3.32 2.55 12.61 0.3364 -0.0060
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.05 3.25 2.51 8.01 0.3314 -0.0203
GOOGL / Alphabet Inc. 0.01 19.29 2.43 38.53 0.3215 0.0554
HDV / iShares Trust - iShares Core High Dividend ETF 0.02 0.38 2.42 -1.22 0.3202 -0.0513
TSLA / Tesla, Inc. 0.01 2.58 2.29 24.84 0.3027 0.0248
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.06 -22.59 2.20 -21.42 0.2904 -0.1331
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.04 -28.96 2.11 -28.92 0.2782 -0.1703
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund 0.04 -43.98 2.08 -43.99 0.2753 -0.2880
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -4.09 2.01 19.20 0.2649 0.0102
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0.06 11.26 1.95 21.22 0.2581 0.0141
META / Meta Platforms, Inc. 0.00 17.71 1.87 46.86 0.2468 0.0542
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 0.07 10.45 1.83 11.64 0.2421 -0.0065
ABBV / AbbVie Inc. 0.01 -32.54 1.68 -39.08 0.2215 -0.1950
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF 0.03 1.56 1.62 -0.31 0.2134 -0.0320
BRK.B / Berkshire Hathaway Inc. 0.00 13.64 1.54 3.51 0.2028 -0.0218
BAC / Bank of America Corporation 0.03 26.35 1.49 48.16 0.1967 0.0445
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0.03 -59.38 1.47 -59.71 0.1941 -0.3579
AVGO / Broadcom Inc. 0.01 12.05 1.45 84.24 0.1916 0.0724
QQQH / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF 0.03 -2.54 1.42 5.34 0.1876 -0.0166
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.05 17.88 1.40 30.35 0.1844 0.0222
VDE / Vanguard World Fund - Vanguard Energy ETF 0.01 9.77 1.37 3.40 0.1811 -0.0196
CAT / Caterpillar Inc. 0.00 33.31 1.36 60.85 0.1802 0.0518
PG / The Procter & Gamble Company 0.01 7.83 1.36 1.80 0.1790 -0.0226
ORCL / Oracle Corporation 0.01 0.41 1.34 70.36 0.1770 0.0580
NFLX / Netflix, Inc. 0.00 13.41 1.34 57.78 0.1768 0.0484
ABT / Abbott Laboratories 0.01 -28.90 1.33 -27.94 0.1755 -0.1036
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 -1.88 1.32 -1.35 0.1743 -0.0282
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.01 9.53 1.26 11.86 0.1670 -0.0041
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.01 -3.88 1.24 7.27 0.1637 -0.0111
MCD / McDonald's Corporation 0.00 5.37 1.19 -0.83 0.1577 -0.0245
PEP / PepsiCo, Inc. 0.01 65.74 1.18 49.56 0.1560 0.0365
CME / CME Group Inc. 0.00 0.05 1.18 4.34 0.1556 -0.0153
HD / The Home Depot, Inc. 0.00 25.89 1.16 27.69 0.1535 0.0157
UPS / United Parcel Service, Inc. 0.01 12.37 1.13 6.41 0.1492 -0.0115
GS / The Goldman Sachs Group, Inc. 0.00 16.25 1.11 53.96 0.1463 0.0374
NUGO / Nushares ETF Trust - Nuveen Growth Opportunities ETF 0.03 -4.69 1.09 13.37 0.1445 -0.0016
AGOX / Starboard Investment Trust - Adaptive Alpha Opportunities ETF 0.04 -6.67 1.08 12.01 0.1430 -0.0034
T / AT&T Inc. 0.04 12.69 1.07 13.08 0.1416 -0.0020
CGDV / Capital Group Dividend Value ETF 0.03 9.43 1.06 23.43 0.1406 0.0100
CEG / Constellation Energy Corporation 0.00 -0.90 1.06 53.25 0.1403 0.0354
COST / Costco Wholesale Corporation 0.00 17.45 1.06 22.65 0.1395 0.0091
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 0.05 -1.69 1.05 2.93 0.1392 -0.0158
SDIV / Global X Funds - Global X SuperDividend ETF 0.04 -1.34 1.02 7.63 0.1343 -0.0088
MS / Morgan Stanley 0.01 15.65 1.01 42.86 0.1335 0.0264
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.01 244.80 1.00 319.75 0.1320 0.0959
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.01 13.16 0.94 36.28 0.1241 0.0198
ACN / Accenture plc 0.00 0.00 0.93 -2.32 0.1226 -0.0213
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 0.02 -59.40 0.92 -59.37 0.1222 -0.2221
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF 0.02 1.04 0.92 11.64 0.1217 -0.0033
CCI / Crown Castle Inc. 0.01 42.99 0.92 41.29 0.1211 0.0228
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF 0.03 -52.60 0.91 -52.80 0.1204 -0.1717
LMT / Lockheed Martin Corporation 0.00 0.46 0.90 4.04 0.1191 -0.0121
PDI / PIMCO Dynamic Income Fund 0.05 1.36 0.89 -2.21 0.1170 -0.0201
C / Citigroup Inc. 0.01 11.95 0.88 39.94 0.1167 0.0211
PDO / Pimco Dynamic Income Opportunities Fund 0.06 -0.78 0.87 -3.55 0.1149 -0.0216
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF 0.01 4.08 0.86 13.44 0.1138 -0.0011
XOM / Exxon Mobil Corporation 0.01 -4.80 0.84 -10.22 0.1115 -0.0308
BA / The Boeing Company 0.00 137.30 0.84 201.44 0.1103 0.0682
ARTY / iShares Trust - iShares Future AI & Tech ETF 0.02 17.98 0.83 54.93 0.1100 0.0286
DIS / The Walt Disney Company 0.01 32.55 0.81 66.80 0.1075 0.0335
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF 0.02 1.62 0.81 13.55 0.1074 -0.0011
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF 0.02 -5.03 0.81 -5.16 0.1068 -0.0222
O / Realty Income Corporation 0.01 271.97 0.80 270.83 0.1058 0.0730
CSCO / Cisco Systems, Inc. 0.01 14.27 0.78 28.50 0.1031 0.0111
NVS / Novartis AG - Depositary Receipt (Common Stock) 0.01 28.28 0.76 40.15 0.1006 0.0184
CVX / Chevron Corporation 0.01 -39.34 0.76 -46.25 0.1004 -0.1135
IBM / International Business Machines Corporation 0.00 8.06 0.76 26.92 0.1003 0.0097
IDVO / Amplify ETF Trust - Amplify CWP International Enhanced Dividend Income ETF 0.02 -1.69 0.76 7.54 0.1000 -0.0065
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 0.02 20.88 0.74 35.35 0.0977 0.0150
EMR / Emerson Electric Co. 0.01 18.47 0.73 51.03 0.0970 0.0234
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -0.41 0.73 18.04 0.0969 0.0029
GOOG / Alphabet Inc. 0.00 21.50 0.70 40.52 0.0930 0.0171
V / Visa Inc. 0.00 33.38 0.70 36.59 0.0922 0.0148
ETN / Eaton Corporation plc 0.00 9.62 0.70 46.12 0.0921 0.0199
MET / MetLife, Inc. 0.01 22.60 0.69 23.17 0.0914 0.0063
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF 0.01 6.16 0.68 9.90 0.0895 -0.0038
AMAT / Applied Materials, Inc. 0.00 37.10 0.67 80.70 0.0890 0.0325
CL / Colgate-Palmolive Company 0.01 15.06 0.66 13.89 0.0878 -0.0005
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.01 0.65 0.0864 0.0864
SO / The Southern Company 0.01 11.52 0.65 10.87 0.0864 -0.0028
CRWD / CrowdStrike Holdings, Inc. 0.00 23.97 0.65 80.83 0.0860 0.0315
VZ / Verizon Communications Inc. 0.01 12.64 0.64 8.26 0.0848 -0.0051
ISRG / Intuitive Surgical, Inc. 0.00 40.62 0.64 54.59 0.0846 0.0219
PFE / Pfizer Inc. 0.03 53.82 0.64 54.22 0.0846 0.0217
MU / Micron Technology, Inc. 0.01 50.19 0.63 111.71 0.0837 0.0383
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 0.01 -0.95 0.63 18.56 0.0828 0.0028
MO / Altria Group, Inc. 0.01 19.26 0.61 18.55 0.0802 0.0027
WMT / Walmart Inc. 0.01 7.76 0.60 20.56 0.0799 0.0041
NWG / NatWest Group plc - Depositary Receipt (Common Stock) 0.04 3.95 0.59 17.16 0.0786 0.0017
TT / Trane Technologies plc 0.00 30.08 0.59 68.97 0.0777 0.0250
TXN / Texas Instruments Incorporated 0.00 19.75 0.58 44.06 0.0770 0.0157
UBER / Uber Technologies, Inc. 0.01 24.42 0.58 59.94 0.0765 0.0217
SPGI / S&P Global Inc. 0.00 40.00 0.57 46.06 0.0759 0.0163
ADP / Automatic Data Processing, Inc. 0.00 44.89 0.57 46.65 0.0753 0.0164
CASY / Casey's General Stores, Inc. 0.00 0.00 0.57 19.29 0.0752 0.0029
PRU / Prudential Financial, Inc. 0.01 24.99 0.55 22.12 0.0729 0.0045
GD / General Dynamics Corporation 0.00 46.20 0.54 58.24 0.0711 0.0196
VLO / Valero Energy Corporation 0.00 0.82 0.50 10.47 0.0656 -0.0025
ITW / Illinois Tool Works Inc. 0.00 23.14 0.50 28.57 0.0654 0.0070
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF 0.01 -6.75 0.49 14.79 0.0647 0.0001
ALL / The Allstate Corporation 0.00 118.28 0.48 108.66 0.0637 0.0287
BMY / Bristol-Myers Squibb Company 0.01 128.87 0.48 76.19 0.0636 0.0222
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 9.90 0.47 30.90 0.0616 0.0077
MDT / Medtronic plc 0.01 64.38 0.46 61.67 0.0613 0.0179
CORT / Corcept Therapeutics Incorporated 0.01 33.39 0.46 -15.57 0.0609 -0.0218
QLD / ProShares Trust - ProShares Ultra QQQ 0.00 0.00 0.43 34.69 0.0569 0.0084
PII / Polaris Inc. 0.01 0.43 0.0568 0.0568
COCO / The Vita Coco Company, Inc. 0.01 51.16 0.43 85.28 0.0566 0.0216
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.01 9.83 0.43 10.97 0.0562 -0.0018
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.01 54.76 0.42 54.78 0.0557 0.0145
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 2.67 0.42 27.69 0.0549 0.0057
UBSI / United Bankshares, Inc. 0.01 19.71 0.41 32.69 0.0547 0.0074
MMM / 3M Company 0.00 0.04 0.41 4.05 0.0544 -0.0055
RTX / RTX Corporation 0.00 -0.25 0.41 9.89 0.0543 -0.0024
KMB / Kimberly-Clark Corporation 0.00 20.52 0.41 11.85 0.0537 -0.0013
HON / Honeywell International Inc. 0.00 -1.98 0.39 11.36 0.0518 -0.0016
EXC / Exelon Corporation 0.01 0.49 0.37 -5.81 0.0493 -0.0108
ICE / Intercontinental Exchange, Inc. 0.00 48.41 0.34 57.41 0.0450 0.0122
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 0.34 0.0449 0.0449
MRK / Merck & Co., Inc. 0.00 -0.36 0.34 -10.32 0.0449 -0.0124
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 14.44 0.34 26.22 0.0446 0.0042
MSI / Motorola Solutions, Inc. 0.00 -2.12 0.33 -4.84 0.0441 -0.0091
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF 0.00 0.59 0.31 15.44 0.0415 0.0003
FAF / First American Financial Corporation 0.00 38.77 0.31 33.91 0.0412 0.0059
TQQQ / ProShares Trust - ProShares UltraPro QQQ 0.00 0.30 0.0395 0.0395
FI / Fiserv, Inc. 0.00 0.00 0.29 -20.60 0.0383 -0.0169
ADSK / Autodesk, Inc. 0.00 -15.23 0.28 2.56 0.0370 -0.0044
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 15.73 0.28 15.97 0.0365 0.0003
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 0.26 0.0340 0.0340
CGGR / Capital Group Growth ETF 0.01 0.00 0.25 19.43 0.0333 0.0013
LLY / Eli Lilly and Company 0.00 -20.15 0.25 -24.70 0.0327 -0.0169
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 1.21 0.24 8.48 0.0321 -0.0018
WFC / Wells Fargo & Company 0.00 -9.99 0.24 4.76 0.0320 -0.0030
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 1.32 0.24 8.07 0.0319 -0.0019
CAH / Cardinal Health, Inc. 0.00 0.34 0.24 20.00 0.0318 0.0015
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF 0.00 -2.59 0.23 13.79 0.0306 -0.0002
AMGN / Amgen Inc. 0.00 -0.65 0.23 -5.02 0.0301 -0.0062
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.00 -4.93 0.23 -7.02 0.0298 -0.0068
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -0.10 0.22 -1.75 0.0297 -0.0049
GLD / SPDR Gold Trust 0.00 0.22 0.0295 0.0295
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF 0.00 0.22 0.0289 0.0289
CLOI / VanEck ETF Trust - VanEck CLO ETF 0.00 0.21 0.0284 0.0284
AMD / Advanced Micro Devices, Inc. 0.00 0.21 0.0283 0.0283
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.00 0.21 0.95 0.0280 -0.0039
AXP / American Express Company 0.00 0.21 0.0277 0.0277
SBUX / Starbucks Corporation 0.00 -1.31 0.21 -4.63 0.0272 -0.0056
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF 0.00 0.20 0.0267 0.0267
GWW / W.W. Grainger, Inc. 0.00 0.20 0.0266 0.0266
LOW / Lowe's Companies, Inc. 0.00 0.00 0.20 -1.95 0.0266 -0.0045
HGTY / Hagerty, Inc. 0.02 0.00 0.19 12.43 0.0252 -0.0004
WBA / Walgreens Boots Alliance, Inc. 0.01 0.70 0.16 3.25 0.0211 -0.0023
KO / The Coca-Cola Company 0.00 -100.00 0.00 0.0000
CMBS / iShares Trust - iShares CMBS ETF 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
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF 0.00 -100.00 0.00 0.0000
DOC / Healthpeak Properties, Inc. 0.00 -100.00 0.00 0.0000
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 0.00 -100.00 0.00 0.0000
CPB / The Campbell's Company 0.00 -100.00 0.00 0.0000
XYZ / Block, Inc. 0.00 -100.00 0.00 0.0000
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
HES / Hess Corporation 0.00 -100.00 0.00 0.0000