| SPY SS SPDR S&P 500 ETF Trust-US | 13.78% | 60,731 | $37.5M | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 9.86% | 147,713 | $26.8M | Add +1.2% |
| SDY SS SPDR S&P Dividend ETF | 8.54% | 171,313 | $23.3M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 7.64% | 101,630 | $20.8M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.24% | 51,006 | $14.3M | Add +0.4% |
| MSFT Microsoft Corp. | 3.02% | 16,532 | $8.2M | Add +0.0% |
| SPLV Invesco S&P 500 Low Volatili | 2.84% | 106,081 | $7.7M | Add +0.5% |
| ABBV Abbvie Inc. | 2.13% | 31,307 | $5.8M | Add +0.5% |
| DVY iShares Select Dividend ETF | 2.00% | 40,926 | $5.4M | Add +1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.96% | 73,514 | $5.3M | Add +0.8% |
| PFF iShares Preferred & Income S | 1.85% | 163,873 | $5.0M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 1.69% | 28,811 | $4.6M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 1.68% | 46,076 | $4.6M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 1.66% | 7,971 | $4.5M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 1.59% | 6,965 | $4.3M | Add +0.5% |
| AAPL Apple Inc. | 1.57% | 20,830 | $4.3M | Reduce -1.7% |
| XLY SS Consumer Disc Select Sect | 1.30% | 16,230 | $3.5M | Reduce -7.2% |
| XLV SS Health Care Select Sector | 1.18% | 23,860 | $3.2M | Reduce -0.4% |
| NOBL Proshares S&P 500 Dividend A | 1.12% | 30,394 | $3.1M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 9,108 | $2.8M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 22,041 | $2.7M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.80% | 2,787 | $2.2M | Reduce -0.2% |
| MCD McDonald's Corp. | 0.78% | 7,277 | $2.1M | Add +0.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.76% | 27,463 | $2.1M | Add +7.1% |
| JNJ Johnson & Johnson | 0.73% | 13,048 | $2.0M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 0.72% | 9,063 | $2.0M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 3,680 | $1.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 3,040 | $1.7M | Add +0.4% |
| WMT Walmart Inc. | 0.60% | 16,690 | $1.6M | Add +0.1% |
| XLK SS Technology Select Sector | 0.59% | 6,360 | $1.6M | Add +0.6% |
| HDV iShares Core High Dividend E | 0.59% | 13,616 | $1.6M | Add +0.8% |
| KO The Coca-Cola Co. | 0.57% | 21,966 | $1.6M | Add +0.2% |
| EMR Emerson Electric Co. | 0.56% | 11,465 | $1.5M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.56% | 3,477 | $1.5M | Add +25.2% |
| IWO iShares Russell 2000 Growth | 0.56% | 5,293 | $1.5M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.54% | 13,590 | $1.5M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.54% | 2 | $1.5M | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 13,722 | $1.3M | Add +0.2% |
| XLF SS Financial Select Sector | 0.46% | 24,153 | $1.3M | Add +2.3% |
| ABT Abbott Laboratories | 0.41% | 8,281 | $1.1M | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.40% | 1,662 | $1.1M | Add +43.1% |
| DE Deere & Co. | 0.39% | 2,081 | $1.1M | No change |
| NVDA Nvidia Corp. | 0.39% | 6,670 | $1.1M | No change |
| MRK Merck & Co. Inc. | 0.35% | 12,066 | $955K | Add +0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 11,547 | $943K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 3,062 | $903K | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.31% | 10,429 | $844K | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 4,733 | $837K | Add +0.2% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.30% | 10,105 | $824K | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 7,157 | $788K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 5,616 | $749K | Add +0.3% |
| TRI Thomson Reuters Corp. | 0.27% | 3,664 | $735K | No change |
| IWC iShares Micro-Cap ETF | 0.26% | 5,498 | $702K | Add +0.2% |
| PEP Pepsico Inc. | 0.26% | 5,303 | $700K | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 0.25% | 3,453 | $675K | Add +0.7% |
| AMGN Amgen Inc. | 0.24% | 2,378 | $664K | Add +0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 13,263 | $650K | Reduce -7.0% |
| AVGO Broadcom Inc. | 0.24% | 2,344 | $646K | Add +2.7% |
| CVX Chevron Corp. | 0.23% | 4,447 | $637K | Add +0.6% |
| GLD SPDR Gold Shares | 0.22% | 1,937 | $590K | Add +6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 4,637 | $575K | No change |
| CL Colgate-Palmolive Co. | 0.21% | 6,238 | $567K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.20% | 2,513 | $551K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 3,071 | $545K | Reduce -0.5% |
| PGX Invesco Preferred ETF | 0.19% | 47,108 | $524K | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.19% | 7,438 | $516K | Add +0.5% |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 2,800 | $512K | Add +0.4% |
| PM Philip Morris International | 0.19% | 2,782 | $507K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.18% | 1,692 | $490K | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,724 | $480K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,461 | $456K | Add +0.5% |
| BDJ BlackRock Enhanced Eqty DVD | 0.16% | 49,313 | $438K | Add +1.6% |
| V Visa Inc. Class A | 0.16% | 1,228 | $436K | No change |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.16% | 31,103 | $432K | Add +1.5% |
| HD Home Depot Inc. | 0.16% | 1,162 | $426K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.16% | 577 | $426K | No change |
| ORCL Oracle Corp. | 0.15% | 1,851 | $405K | No change |
| CSX CSX Corp. | 0.15% | 12,358 | $403K | Reduce -2.9% |
| GLW Corning Inc. | 0.14% | 7,496 | $394K | No change |
| BND Vanguard Total Bond Market | 0.14% | 5,342 | $393K | Add +2.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 1,363 | $388K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 463 | $371K | Add +10.2% |
| IWD iShares Russell 1000 Value E | 0.12% | 1,653 | $321K | No change |
| PFG Principal Financial Group | 0.12% | 3,995 | $317K | No change |
| NSC Norfolk Southern Corp. | 0.11% | 1,221 | $313K | No change |
| BMY Bristol-Myers Squibb Co. | 0.11% | 6,534 | $302K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 6,279 | $297K | No change |
| DHI D.R. Horton Inc. | 0.11% | 2,242 | $289K | No change |
| AEP American Electric Power | 0.10% | 2,616 | $271K | Add +0.4% |
| T AT&T Inc. | 0.10% | 9,221 | $267K | Add +0.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.09% | 2,875 | $255K | Add +0.3% |
| PFE Pfizer Inc. | 0.09% | 9,929 | $241K | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 1,771 | $239K | Add +0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 646 | $237K | No change |
| ADP Automatic Data Processing | 0.08% | 749 | $231K | Add +0.3% |
| SYK Stryker Corp. | 0.08% | 583 | $231K | No change |
| CP Canadian Pacific Kansas City | 0.08% | 2,880 | $228K | No change |
| RTX RTX Corp. | 0.08% | 1,560 | $228K | Add +0.3% |
| USRT iShares Core US REIT ETF | 0.08% | 3,998 | $226K | Add +0.1% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.08% | 3,455 | $225K | Add +0.1% |
| HON Honeywell International Inc. | 0.08% | 962 | $224K | Add +0.1% |
| KMB Kimberly-Clark Corp. | 0.08% | 1,685 | $217K | Add +0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 1,091 | $213K | No change |
| ITW Illinois Tool Works | 0.08% | 855 | $211K | No change |
| AZO AutoZone Inc. | 0.07% | 52 | $193K | No change |
| SO The Southern Co. | 0.07% | 2,048 | $188K | Add +0.8% |
| CEF Sprott Physical Gold and Sil | 0.07% | 6,206 | $187K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 1,867 | $186K | Add +0.4% |
| PGR Progressive Corp. | 0.07% | 685 | $183K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 400 | $176K | Add +0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.06% | 1,423 | $176K | Add +0.4% |
| WFC Wells Fargo & Co. | 0.06% | 2,194 | $176K | No change |
| VONG Vanguard Russell 1000 Growth | 0.06% | 1,600 | $175K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.06% | 1,058 | $174K | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 1,541 | $168K | No change |
| ALL Allstate Corp. | 0.06% | 835 | $168K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.06% | 621 | $166K | Add +0.3% |
| PAVE Global X US Infrastructure | 0.06% | 3,749 | $163K | No change |
| XEL Xcel Energy Inc. | 0.06% | 2,376 | $162K | No change |
| MO Altria Group Inc. | 0.06% | 2,658 | $156K | Add +1.5% |
| COST Costco Wholesale Corp. | 0.06% | 157 | $155K | No change |
| ETN Eaton Corp. PLC | 0.06% | 435 | $155K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.06% | 1,130 | $150K | Add +0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 542 | $150K | No change |
| FENY Fidelity MSCI Energy Index | 0.05% | 6,291 | $148K | No change |
| MDY State Street SPDR S&P Midcap | 0.05% | 259 | $147K | Reduce -3.4% |
| ED Consolidated Edison Inc. | 0.05% | 1,442 | $145K | Add +0.5% |
| TXN Texas Instruments Inc. | 0.05% | 669 | $139K | No change |
| DLB Dolby Laboratories Inc. Class A | 0.05% | 1,854 | $138K | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.05% | 3,812 | $136K | Add +0.3% |
| MDT Medtronic PLC | 0.05% | 1,558 | $136K | Add +7.6% |
| VZ Verizon Communications Inc. | 0.05% | 3,055 | $132K | Add +0.6% |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 844 | $127K | No change |
| FRT Federal Realty Invs Trust | 0.05% | 1,330 | $126K | No change |
| GILD Gilead Sciences Inc. | 0.04% | 1,105 | $122K | Add +0.1% |
| ACN Accenture PLC Class A | 0.04% | 396 | $118K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 1,387 | $118K | No change |
| UNP Union Pacific Corp. | 0.04% | 509 | $117K | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.04% | 163 | $115K | No change |
| CARR Carrier Global Corp. | 0.04% | 1,554 | $114K | Add +0.2% |
| NEE Nextera Energy Inc. | 0.04% | 1,626 | $113K | No change |
| CHAT Roundhill Gen AI & Tech ETF | 0.04% | 2,278 | $111K | No change |
| PPG PPG Industries Inc. | 0.04% | 911 | $104K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.04% | 183 | $103K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 1,512 | $102K | New |
| MRSH Marsh & McLennan Cos | 0.04% | 461 | $101K | Add +0.4% |
| WM Waste Management Inc. | 0.04% | 422 | $97K | Add +0.2% |
| DEO Diageo PLC-Sponsored ADR | 0.03% | 929 | $94K | No change |
| VHT Vanguard Health Care ETF | 0.03% | 376 | $93K | No change |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,586 | $90K | Add +9.7% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 1,334 | $90K | Add +0.5% |
| SPGI S&P Global Inc. | 0.03% | 168 | $89K | No change |
| AMD Advanced Micro Devices | 0.03% | 616 | $87K | No change |
| XLI SS Industrial Select Sector | 0.03% | 536 | $79K | No change |
| DLR Digital Realty Trust Inc. | 0.03% | 449 | $78K | Add +159.5% |
| DGRO iShares Core Dividend Growth | 0.03% | 1,190 | $76K | Reduce -3.2% |
| CWT California Water Service Grp | 0.03% | 1,661 | $76K | No change |
| DUK Duke Energy Corp. | 0.03% | 636 | $75K | No change |
| USB US Bancorp | 0.03% | 1,600 | $72K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 251 | $72K | No change |
| VPU Vanguard Utilities ETF | 0.03% | 404 | $71K | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.03% | 551 | $71K | Add +0.6% |
| LPLA LPL Financial Holdings Inc. | 0.02% | 181 | $68K | No change |
| URI United Rentals Inc. | 0.02% | 89 | $67K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 719 | $65K | Add +0.1% |
| AXP American Express Co. | 0.02% | 203 | $65K | No change |
| WTRG Essential Utilities Inc. | 0.02% | 1,695 | $63K | No change |
| SNA Snap-on Inc. | 0.02% | 200 | $62K | No change |
| IWF iShares Russell 1000 Growth | 0.02% | 144 | $61K | No change |
| ZTS Zoetis Inc. | 0.02% | 385 | $60K | No change |
| KLAC KLA Corp. | 0.02% | 66 | $59K | No change |
| DD Dupont DE Nemours Inc. | 0.02% | 855 | $59K | No change |
| TSCO Tractor Supply Company | 0.02% | 1,110 | $59K | No change |
| LGND Ligand Pharmaceuticals | 0.02% | 500 | $57K | No change |
| ES Eversource Energy | 0.02% | 874 | $56K | No change |
| ACM Aecom | 0.02% | 487 | $55K | No change |
| QCOM Qualcomm Inc. | 0.02% | 344 | $55K | No change |
| GD General Dynamics Corp. | 0.02% | 184 | $54K | Add +0.6% |
| MET Metlife Inc. | 0.02% | 628 | $51K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 212 | $50K | No change |
| OTIS Otis Worldwide Corp. | 0.02% | 504 | $50K | Add +0.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.02% | 627 | $50K | Add +0.5% |
| ENB Enbridge Inc. | 0.02% | 1,087 | $49K | No change |
| DELL Dell Technologies -C | 0.02% | 401 | $49K | No change |
| CTSH Cognizant Tech Solutions-A | 0.02% | 602 | $47K | No change |
| GIS General Mills Inc. | 0.02% | 864 | $45K | Reduce -10.4% |
| HOMZ Hoya Capital Housing ETF | 0.02% | 1,022 | $44K | No change |
| YUM Yum! Brands Inc. | 0.02% | 295 | $44K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 136 | $43K | No change |
| ELV Elevance Health Inc. | 0.02% | 109 | $42K | No change |
| XLC SS Comm Select Sector SPDR | 0.02% | 389 | $42K | Add +218.8% |
| NXPI NXP Semiconductors NV | 0.02% | 189 | $41K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 849 | $41K | No change |
| B Barrick Mining Corp. | 0.01% | 1,946 | $41K | No change |
| RY Royal Bank of Canada | 0.01% | 299 | $39K | Add +0.7% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.01% | 700 | $39K | No change |
| NWN Northwest Natural Holding Co. | 0.01% | 961 | $38K | No change |
| NOC Northrop Grumman Corp. | 0.01% | 76 | $38K | No change |
| ADBE Adobe Inc. | 0.01% | 98 | $38K | Reduce -14.8% |
| VXUS Vanguard Total Intl Stock | 0.01% | 545 | $38K | No change |
| IEMG iShares Core MSCI Emerging | 0.01% | 620 | $37K | Reduce -9.4% |
| MMM 3M Co. | 0.01% | 243 | $37K | No change |
| PNC PNC Financial Services Group | 0.01% | 190 | $35K | No change |
| NEM Newmont Corp. | 0.01% | 585 | $34K | Add +0.3% |
| DOV Dover Corp. | 0.01% | 172 | $31K | No change |
| NKE Nike Inc. Class B | 0.01% | 441 | $31K | No change |
| DECK Deckers Outdoor Corp. | 0.01% | 300 | $31K | No change |
| BLOK Amplify Blockchain Tech ETF | 0.01% | 533 | $30K | No change |
| EW Edwards Lifesciences Corp. | 0.01% | 385 | $30K | No change |
| SCHB Schwab US Broad Market ETF | 0.01% | 1,257 | $30K | Add +0.3% |
| C Citigroup Inc. | 0.01% | 344 | $29K | No change |
| NTR Nutrien Ltd. | 0.01% | 500 | $29K | No change |
| PPA Invesco Aerospace & Defense | 0.01% | 204 | $29K | No change |
| CHTR Charter Communications Inc. Class A | 0.01% | 69 | $28K | No change |
| COP Conocophillips | 0.01% | 309 | $28K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 141 | $27K | No change |
| NFLX Netflix Inc. | 0.01% | 20 | $27K | No change |
| IR Ingersoll-Rand Inc. | 0.01% | 317 | $26K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 308 | $26K | Reduce -91.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 596 | $25K | Add +0.3% |
| PECO Phillips Edison & Company Inc. | 0.01% | 716 | $25K | No change |
| TSLA Tesla Inc. | 0.01% | 77 | $24K | No change |
| ICE Intercontinental Exchange Inc. | 0.01% | 133 | $24K | Add +12.7% |
| UPS United Parcel Service Class B | 0.01% | 237 | $24K | No change |
| CDW CDW Corp. | 0.01% | 119 | $21K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.01% | 461 | $21K | No change |
| LHX L3HARRIS Technologies Inc. | 0.01% | 83 | $21K | No change |
| SMH Vaneck Semiconductor ETF | 0.01% | 73 | $20K | No change |
| HACK Amplify Cybersecurity ETF | 0.01% | 236 | $20K | No change |
| EA Electronic Arts Inc. | 0.01% | 126 | $20K | No change |
| SCHD Schwab US DVD Equity ETF | 0.01% | 755 | $20K | Add +0.9% |
| NGD New Gold Inc. | 0.01% | 4,000 | $20K | No change |
| DOW Dow Inc. | 0.01% | 727 | $19K | Reduce -4.6% |
| TRP TC Energy Corp. | 0.01% | 384 | $19K | Add +1.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 267 | $19K | No change |
| CCJ Cameco Corp. | 0.01% | 248 | $18K | No change |
| LIN Linde PLC | 0.01% | 38 | $18K | No change |
| CTVA Corteva Inc. | 0.01% | 235 | $18K | No change |
| O Realty Income Corp. | 0.01% | 296 | $17K | Add +1.0% |
| CUBE Cubesmart | 0.01% | 400 | $17K | No change |
| PBA Pembina Pipeline Corp. | 0.01% | 450 | $17K | No change |
| BX Blackstone Inc. | 0.01% | 112 | $17K | No change |
| VIS Vanguard Industrials ETF | 0.01% | 60 | $17K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.01% | 73 | $17K | No change |
| WCN Waste Connections Inc. | 0.01% | 88 | $16K | No change |
| MPC Marathon Petroleum Corp. | 0.01% | 97 | $16K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 130 | $14K | Add +0.8% |
| BN Brookfield Corp. | 0.01% | 233 | $14K | No change |
| APD Air Products & Chemicals Inc. | 0.01% | 50 | $14K | No change |
| RGA Reinsurance Group of America | 0.01% | 71 | $14K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 111 | $13K | No change |
| SONY Sony Group Corp. - SP ADR | 0.00% | 505 | $13K | No change |
| MSGS Madison Square Garden Sports | 0.00% | 62 | $13K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 144 | $13K | No change |
| MAA Mid-America Apartment Comm | 0.00% | 85 | $13K | No change |
| A Agilent Technologies Inc. | 0.00% | 102 | $12K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 2 | $12K | No change |
| SBUX Starbucks Corp. | 0.00% | 119 | $11K | No change |
| KNX Knight-Swift Transportation | 0.00% | 245 | $11K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.00% | 320 | $11K | No change |
| STT State Street Corp. | 0.00% | 100 | $11K | No change |
| EFA iShares MSCI Eafe ETF | 0.00% | 115 | $10K | Add +1.8% |
| NWSA News Corp. Class A | 0.00% | 340 | $10K | No change |
| SHEL Shell PLC-ADR | 0.00% | 142 | $10K | No change |
| CI The Cigna Group | 0.00% | 30 | $10K | No change |
| G Genpact Ltd. | 0.00% | 225 | $10K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.00% | 123 | $10K | Add +0.8% |
| LRCX Lam Research Corp. | 0.00% | 100 | $10K | No change |
| PPL PPL Corp. | 0.00% | 285 | $10K | No change |
| GE General Electric filed as GE AEROSPACE | 0.00% | 37 | $10K | No change |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.00% | 604 | $9K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 100 | $9K | Add +26.6% |
| CEG Constellation Energy | 0.00% | 28 | $9K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 17 | $9K | Reduce -45.2% |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 150 | $8K | No change |
| FDX FedEx Corp. | 0.00% | 37 | $8K | No change |
| BLK BlackRock Inc. | 0.00% | 8 | $8K | No change |
| HLN Haleon PLC-ADR | 0.00% | 798 | $8K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 18 | $8K | No change |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.00% | 245 | $8K | No change |
| JCI Johnson Controls Internation | 0.00% | 70 | $7K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.00% | 7 | $7K | No change |
| NOW ServiceNow Inc. | 0.00% | 7 | $7K | No change |
| UBER Uber Technologies Inc. | 0.00% | 76 | $7K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 295 | $7K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 56 | $7K | No change |
| SRVR Pacer Data & Infrastructure | 0.00% | 209 | $7K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 74 | $7K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 12 | $7K | No change |
| MCO Moody's Corp. | 0.00% | 13 | $7K | No change |
| MGA Magna International Inc. | 0.00% | 167 | $6K | No change |
| RSG Republic Services Inc. | 0.00% | 26 | $6K | No change |
| APH Amphenol Corp. Class A | 0.00% | 64 | $6K | No change |
| ADSK Autodesk Inc. | 0.00% | 20 | $6K | No change |
| CBRE CBRE Group Inc. Class A | 0.00% | 44 | $6K | No change |
| AN Autonation Inc. | 0.00% | 31 | $6K | No change |
| SPG Simon Property Group Inc. | 0.00% | 38 | $6K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 15 | $6K | No change |
| IT Gartner Inc. | 0.00% | 15 | $6K | No change |
| CRM Salesforce Inc. | 0.00% | 22 | $6K | No change |
| AIG American International Group | 0.00% | 70 | $6K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 83 | $6K | New |
| TT Trane Technologies PLC | 0.00% | 13 | $6K | No change |
| SCHW Schwab (charles) Corp. | 0.00% | 62 | $6K | No change |
| ULTA Ulta Beauty Inc. | 0.00% | 12 | $6K | No change |
| CMI Cummins Inc. | 0.00% | 17 | $6K | No change |
| PAG Penske Automotive Group Inc. | 0.00% | 32 | $5K | No change |
| ETHE Grayscale Ethereum Staking E | 0.00% | 263 | $5K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 96 | $5K | New |
| WAB Wabtec Corp. | 0.00% | 26 | $5K | No change |
| AME Ametek Inc. | 0.00% | 30 | $5K | No change |
| CTAS Cintas Corp. | 0.00% | 24 | $5K | No change |
| BRO Brown & Brown Inc. | 0.00% | 48 | $5K | No change |
| IWN iShares Russell 2000 Value E | 0.00% | 34 | $5K | Add +3.0% |
| VNQ Vanguard Real Estate ETF | 0.00% | 59 | $5K | New |
| DRI Darden Restaurants Inc. | 0.00% | 24 | $5K | No change |
| LNG Cheniere Energy Inc. | 0.00% | 21 | $5K | No change |
| ROP Roper Technologies Inc. | 0.00% | 9 | $5K | No change |
| EQH Equitable Holdings Inc. | 0.00% | 90 | $5K | No change |
| CFG Citizens Financial Group | 0.00% | 112 | $5K | No change |
| PAYX Paychex Inc. | 0.00% | 34 | $5K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 24 | $5K | No change |
| GEV GE Vernova Inc. | 0.00% | 9 | $5K | No change |
| INTU Intuit Inc. | 0.00% | 6 | $5K | No change |
| PRU Prudential Financial Inc. | 0.00% | 42 | $5K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 23 | $4K | No change |
| TEX Terex Corp. | 0.00% | 94 | $4K | No change |
| PCAR Paccar Inc. | 0.00% | 45 | $4K | No change |
| OABI Omniab Inc. | 0.00% | 2,450 | $4K | No change |
| YUMC Yum China Holdings Inc. | 0.00% | 95 | $4K | Add +1.1% |
| IBN Icici Bank Ltd.-Spon ADR | 0.00% | 125 | $4K | No change |
| COR Cencora Inc. | 0.00% | 14 | $4K | No change |
| DHR Danaher Corp. | 0.00% | 21 | $4K | No change |
| NUE Nucor Corp. | 0.00% | 32 | $4K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 106 | $4K | No change |
| MU Micron Technology Inc. | 0.00% | 33 | $4K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 190 | $4K | Add +0.5% |
| ROK Rockwell Automation Inc. | 0.00% | 12 | $4K | No change |
| KMI Kinder Morgan Inc. | 0.00% | 134 | $4K | No change |
| FANG Diamondback Energy Inc. | 0.00% | 28 | $4K | No change |
| EXC Exelon Corp. | 0.00% | 85 | $4K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 27 | $4K | No change |
| ODFL Old Dominion Freight Line | 0.00% | 22 | $4K | No change |
| JNPR Juniper Networks Inc. | 0.00% | 86 | $3K | No change |
| EQIX Equinix Inc. | 0.00% | 4 | $3K | No change |
| BR Broadridge Financial Solutio | 0.00% | 13 | $3K | No change |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.00% | 10 | $3K | No change |
| XLB SS Materials Select Sector | 0.00% | 33 | $3K | No change |
| MGM MGM Resorts International | 0.00% | 82 | $3K | No change |
| RJF Raymond James Financial Inc. | 0.00% | 18 | $3K | No change |
| IVZ Invesco Ltd. | 0.00% | 171 | $3K | No change |
| OKE Oneok Inc. | 0.00% | 33 | $3K | No change |
| CAH Cardinal Health Inc. | 0.00% | 16 | $3K | No change |
| NDAQ Nasdaq Inc. | 0.00% | 30 | $3K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 5 | $3K | No change |
| D Dominion Energy Inc. | 0.00% | 46 | $3K | No change |
| XYL Xylem Inc. | 0.00% | 20 | $3K | No change |
| HBAN Huntington Bancshares Inc. | 0.00% | 150 | $3K | No change |
| FCX Freeport-McMoran Inc. | 0.00% | 57 | $2K | No change |
| ADI Analog Devices Inc. | 0.00% | 10 | $2K | No change |
| LULU Lululemon Athletica Inc. | 0.00% | 10 | $2K | No change |
| ADM Archer-Daniels-Midland Co. | 0.00% | 43 | $2K | No change |
| CAG Conagra Brands Inc. | 0.00% | 104 | $2K | No change |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 122 | $2K | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.00% | 36 | $2K | No change |
| KR Kroger Co. | 0.00% | 27 | $2K | No change |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.00% | 24 | $2K | No change |
| MRVL Marvell Technology Inc. | 0.00% | 22 | $2K | No change |
| OC Owens Corning | 0.00% | 12 | $2K | No change |
| BKR Baker Hughes Co. | 0.00% | 43 | $2K | No change |
| VOD Vodafone Group PLC-SP ADR | 0.00% | 154 | $2K | No change |
| DGX Quest Diagnostics Inc. | 0.00% | 9 | $2K | No change |
| LOW Lowe's Cos Inc. | 0.00% | 7 | $2K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 22 | $1K | Add +4.8% |
| PVH PVH Corp. | 0.00% | 20 | $1K | No change |
| SCCO Southern Copper Corp. | 0.00% | 13 | $1K | No change |
| KHC The Kraft Heinz Co. | 0.00% | 46 | $1K | No change |
| HAL Halliburton Co. | 0.00% | 54 | $1K | No change |
| SPB Spectrum Brands Holdings Inc. | 0.00% | 17 | $901 | No change |
| GEHC GE Healthcare Technology | 0.00% | 12 | $889 | No change |
| WLK Westlake Corp. | 0.00% | 11 | $835 | Reduce -90.8% |
| TER Teradyne Inc. | 0.00% | 9 | $809 | No change |
| ETH Grayscale Ethereum Staking M | 0.00% | 24 | $569 | No change |
| USPX Franklin U.S. Equity Index E | 0.00% | 1 | $54 | New |