Estatísticas Básicas
Valor do Portfólio $ 2,028,873,836
Posições Atuais 491
Últimas Participações, Desempenho, AUM (de 13F, 13D)

Prosperity Consulting Group, LLC divulgou 491 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 2,028,873,836 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de Prosperity Consulting Group, LLC são iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares MSCI EAFE ETF (US:EFA) , Apple Inc. (US:AAPL) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (US:JEPI) , and Invesco QQQ Trust, Series 1 (US:QQQ) . As novas posições de Prosperity Consulting Group, LLC incluem Vanguard World Fund - Vanguard Mega Cap Value ETF (US:MGV) , iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF (US:ICSH) , Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF (US:FMDE) , Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF (US:PRF) , and Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF (US:VTHR) .

Prosperity Consulting Group, LLC - Valor do Portfólio
Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)
Valor
(MM$)
% do Portfólio Δ% do Portfólio
0.37 248.28 12.2375 5.9629
0.81 75.60 3.7263 3.5902
0.10 61.53 3.0327 2.6147
0.21 41.72 2.0565 2.0565
0.30 40.97 2.0193 2.0193
0.65 32.75 1.6143 1.6143
0.17 45.78 2.2565 1.3663
0.09 26.23 1.2927 1.2758
0.48 32.63 1.6084 0.6311
0.23 8.37 0.4127 0.4127
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)
Valor
(MM$)
% do Portfólio Δ% do Portfólio
0.83 22.54 1.1109 -1.1585
0.39 39.03 1.9238 -0.8155
0.13 36.38 1.7929 -0.6866
0.07 37.59 1.8527 -0.6123
0.27 68.41 3.3716 -0.5070
0.12 7.14 0.3517 -0.4907
0.04 19.55 0.9635 -0.3841
0.09 19.91 0.9813 -0.3816
0.27 13.79 0.6798 -0.3803
0.05 13.04 0.6426 -0.3801
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-11-14 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

Atualize para desbloquear dados premium e exportar para Excel .

2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)
ΔAções
(%)
Valor
($MM)
ΔAções
(%)
Portfólio
(%)
ΔPortfólio
(%)
IVV / iShares Trust - iShares Core S&P 500 ETF 0.37 167.85 248.28 188.74 12.2375 5.9629
EFA / iShares Trust - iShares MSCI EAFE ETF 0.81 3,782.30 75.60 3,955.85 3.7263 3.5902
AAPL / Apple Inc. 0.27 3.70 68.41 28.69 3.3716 -0.5070
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 1.13 39.17 64.77 39.78 3.1924 -0.1887
QQQ / Invesco QQQ Trust, Series 1 0.10 886.87 61.53 974.18 3.0327 2.6147
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.17 238.05 45.78 275.29 2.2565 1.3663
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.21 41.72 2.0565 2.0565
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF 0.30 40.97 2.0193 2.0193
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.39 2.88 39.03 3.97 1.9238 -0.8155
MSFT / Microsoft Corporation 0.07 6.86 37.59 11.27 1.8527 -0.6123
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.13 -3.82 36.38 7.05 1.7929 -0.6866
SPY / SPDR S&P 500 ETF 0.05 15.61 34.23 24.65 1.6869 -0.3166
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF 0.65 32.75 1.6143 1.6143
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.48 128.02 32.63 143.66 1.6084 0.6311
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0.12 12.78 30.63 22.72 1.5098 -0.3115
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.15 13.66 28.62 34.23 1.4107 -0.1452
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.09 10,722.55 26.23 11,302.61 1.2927 1.2758
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.71 106.16 23.72 116.66 1.1694 0.3703
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.83 -29.65 22.54 -27.53 1.1109 -1.1585
AMZN / Amazon.com, Inc. 0.09 6.50 19.91 6.60 0.9813 -0.3816
BRK.A / Berkshire Hathaway Inc. 0.04 2.28 19.55 5.85 0.9635 -0.3841
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.15 -3.71 18.47 5.57 0.9104 -0.3662
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF 0.31 3.46 16.59 5.01 0.8179 -0.3352
GOOGL / Alphabet Inc. 0.07 9.21 16.40 50.65 0.8082 0.0140
AVGO / Broadcom Inc. 0.05 -0.04 16.12 19.63 0.7947 -0.1887
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF 0.13 -4.66 15.37 3.98 0.7577 -0.3211
JPM / JPMorgan Chase & Co. 0.05 3.53 15.29 12.64 0.7534 -0.2368
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF 0.10 -3.75 14.26 -0.70 0.7030 -0.3450
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.10 1.46 14.06 7.25 0.6929 -0.2636
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.27 -5.16 13.79 -5.06 0.6798 -0.3803
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.25 -1.96 13.20 0.85 0.6508 -0.3046
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF 0.05 -15.64 13.04 -6.98 0.6426 -0.3801
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF 0.08 -10.69 11.63 -7.79 0.5734 -0.3472
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.24 -1.28 11.04 2.13 0.5440 -0.2446
GOOG / Alphabet Inc. 0.04 10.75 10.82 52.06 0.5333 0.0141
COST / Costco Wholesale Corporation 0.01 -0.03 10.48 -6.53 0.5163 -0.3015
META / Meta Platforms, Inc. 0.01 27.87 10.20 27.24 0.5028 -0.0822
V / Visa Inc. 0.03 -2.63 9.83 -6.38 0.4847 -0.2818
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.09 -14.19 9.73 -12.75 0.4795 -0.3341
HD / The Home Depot, Inc. 0.02 0.32 9.62 10.87 0.4741 -0.1590
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.14 4.55 9.47 11.32 0.4667 -0.1539
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral 0.15 1.73 8.98 6.91 0.4428 -0.1703
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF 0.06 9.39 8.86 20.02 0.4367 -0.1020
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.10 -6.22 8.70 -0.37 0.4290 -0.2084
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.10 39.09 8.47 45.48 0.4175 -0.0074
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF 0.23 8.37 0.4127 0.4127
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.06 3.26 7.92 6.04 0.3905 -0.1547
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.02 17.32 7.68 29.44 0.3786 -0.0545
XOM / Exxon Mobil Corporation 0.07 -4.47 7.66 -0.08 0.3774 -0.1818
LLY / Eli Lilly and Company 0.01 6.48 7.54 4.20 0.3716 -0.1563
IBM / International Business Machines Corporation 0.03 -3.24 7.42 -7.37 0.3659 -0.2189
VGRSX / Vanguard REIT Index Fund 0.03 -0.87 7.14 4.51 0.3519 -0.1466
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.12 -40.74 7.14 -38.20 0.3517 -0.4907
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.16 7.12 0.3510 0.3510
WMT / Walmart Inc. 0.07 58.55 7.12 67.12 0.3510 0.0400
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.03 -5.72 7.11 16.26 0.3504 -0.0958
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.12 -9.53 6.68 -6.48 0.3292 -0.1920
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.12 11.78 6.38 12.06 0.3143 -0.1010
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund 0.70 6.70 6.35 10.96 0.3128 -0.1045
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF 0.07 18.80 6.25 25.57 0.3079 -0.0552
ABBV / AbbVie Inc. 0.03 3.10 6.15 28.61 0.3032 -0.0458
GLD / SPDR Gold Shares 0.02 9.84 6.15 28.09 0.3030 -0.0472
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF 0.04 0.42 6.04 4.99 0.2976 -0.1220
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund 0.18 -7.80 6.03 -2.22 0.2974 -0.1529
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.09 3.16 6.01 13.28 0.2964 -0.0909
MCD / McDonald's Corporation 0.02 1.77 5.97 5.85 0.2942 -0.1173
IWM / iShares Trust - iShares Russell 2000 ETF 0.02 -12.57 5.90 -1.96 0.2907 -0.1483
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF 0.06 -25.12 5.88 -16.01 0.2897 -0.2209
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.11 22.81 5.78 25.02 0.2848 -0.0525
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund 0.13 6.41 5.76 10.31 0.2838 -0.0970
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.02 -1.71 5.74 1.54 0.2827 -0.1295
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF 0.02 5.72 0.2818 0.2818
MUB / iShares Trust - iShares National Muni Bond ETF 0.05 107.32 5.40 111.31 0.2661 0.0797
KO / The Coca-Cola Company 0.08 103.23 5.34 90.51 0.2632 0.0587
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.07 -3.26 5.26 -2.99 0.2591 -0.1364
BK / The Bank of New York Mellon Corporation 0.05 10.47 5.17 32.12 0.2549 -0.0307
SAP / SAP SE - Depositary Receipt (Common Stock) 0.02 -3.87 5.09 -15.53 0.2507 -0.1887
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.11 12.88 4.94 14.08 0.2436 -0.0725
QCOM / QUALCOMM Incorporated 0.03 0.01 4.92 4.46 0.2425 -0.1012
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.04 10.87 4.87 22.36 0.2398 -0.0504
TSLA / Tesla, Inc. 0.01 24.63 4.86 74.48 0.2396 0.0363
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.05 311.16 4.82 331.87 0.2378 0.1562
BILS / SPDR Series Trust - State Street SPDR Bloomberg 3-12 Month T-Bill ETF 0.05 -8.29 4.73 -8.21 0.2332 -0.1429
VZ / Verizon Communications Inc. 0.10 2.95 4.59 4.56 0.2263 -0.0941
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.07 7.66 4.41 12.58 0.2175 -0.0685
CSCO / Cisco Systems, Inc. 0.06 25.32 4.41 23.58 0.2172 -0.0430
SNA / Snap-on Incorporated 0.01 -5.41 4.34 5.34 0.2141 -0.0868
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF 0.05 14.22 4.32 21.97 0.2129 -0.0455
OKE / ONEOK, Inc. 0.06 -3.93 4.24 -14.11 0.2087 -0.1511
EPI / WisdomTree Trust - WisdomTree India Earnings Fund 0.09 5.55 4.13 -1.71 0.2037 -0.1031
CTAS / Cintas Corporation 0.02 0.26 4.09 -7.66 0.2014 -0.1215
ARES / Ares Management Corporation 0.03 -4.94 4.08 -12.25 0.2012 -0.1383
BAC / Bank of America Corporation 0.08 21.10 3.98 32.03 0.1963 -0.0238
GJR / Strats Trust For Procter & Gambel Security - Preferred Security 0.03 6.20 3.93 2.43 0.1935 -0.0862
WSO / Watsco, Inc. 0.01 -5.94 3.86 -13.87 0.1904 -0.1369
MA / Mastercard Incorporated 0.01 3.27 3.77 4.52 0.1860 -0.0774
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 154.55 3.75 168.75 0.1848 0.0829
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 0.20 3.96 3.67 6.53 0.1810 -0.0705
PM / Philip Morris International Inc. 0.02 3.08 3.64 -8.19 0.1795 -0.1100
ADP / Automatic Data Processing, Inc. 0.01 -2.80 3.61 -7.50 0.1781 -0.1069
TXN / Texas Instruments Incorporated 0.02 -3.13 3.55 -14.28 0.1752 -0.1274
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.05 258.56 3.53 277.24 0.1741 0.1058
AJG / Arthur J. Gallagher & Co. 0.01 1.29 3.53 -2.00 0.1739 -0.0888
MRK / Merck & Co., Inc. 0.04 -4.33 3.53 1.44 0.1738 -0.0799
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.05 290.49 3.49 294.34 0.1719 0.1074
JNJ / Johnson & Johnson 0.02 20.77 3.31 46.59 0.1633 -0.0016
HCA / HCA Healthcare, Inc. 0.01 -10.19 3.25 -0.12 0.1603 -0.0772
MMC / Marsh & McLennan Companies, Inc. 0.02 -13.94 3.25 -20.69 0.1603 -0.1388
WEC / WEC Energy Group, Inc. 0.03 -7.12 3.24 2.15 0.1595 -0.0717
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.07 -5.17 3.23 -4.81 0.1591 -0.0884
WM / Waste Management, Inc. 0.01 1.84 3.21 -1.71 0.1582 -0.0801
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August 0.07 -36.67 3.21 -33.69 0.1581 -0.1948
GILD / Gilead Sciences, Inc. 0.03 -1.90 3.20 -1.81 0.1578 -0.0801
RELX / RELX PLC - Depositary Receipt (Common Stock) 0.07 -2.26 3.20 -14.10 0.1577 -0.1141
VLO / Valero Energy Corporation 0.02 -0.91 3.11 25.51 0.1532 -0.0275
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 3.02 3.46 0.1487 -0.0640
AXP / American Express Company 0.01 6.91 3.01 11.31 0.1484 -0.0489
UNH / UnitedHealth Group Incorporated 0.01 -18.54 2.98 -9.82 0.1471 -0.0944
RSG / Republic Services, Inc. 0.01 -3.01 2.94 -9.76 0.1449 -0.0928
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0.08 -0.20 2.92 1.85 0.1441 -0.0653
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.04 18.05 2.92 14.26 0.1438 -0.0425
TJX / The TJX Companies, Inc. 0.02 5.53 2.86 23.54 0.1410 -0.0280
ORCL / Oracle Corporation 0.01 16.48 2.76 49.86 0.1362 0.0016
NDAQ / Nasdaq, Inc. 0.03 -9.71 2.75 -10.67 0.1353 -0.0890
T / AT&T Inc. 0.10 15.49 2.71 12.68 0.1336 -0.0419
NFLX / Netflix, Inc. 0.00 12.87 2.70 1.05 0.1332 -0.0619
MPC / Marathon Petroleum Corporation 0.01 -7.85 2.67 6.93 0.1317 -0.0506
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF 0.04 -9.58 2.66 -1.84 0.1312 -0.0667
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.04 -7.18 2.65 1.73 0.1305 -0.0594
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.02 1.94 2.63 8.22 0.1298 -0.0478
SOXX / iShares Trust - iShares Semiconductor ETF 0.01 0.08 2.56 13.66 0.1260 -0.0381
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF 0.03 -6.53 2.54 -0.70 0.1254 -0.0615
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 0.03 0.01 2.51 0.92 0.1238 -0.0578
PYPL / PayPal Holdings, Inc. 0.04 -1.00 2.40 -10.69 0.1182 -0.0777
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 111.69 2.38 128.35 0.1175 0.0413
MO / Altria Group, Inc. 0.04 -1.22 2.38 11.33 0.1172 -0.0387
APD / Air Products and Chemicals, Inc. 0.01 -0.73 2.36 -4.03 0.1163 -0.0631
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock) 0.04 -21.55 2.36 -11.99 0.1161 -0.0793
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF 0.04 282.87 2.35 308.87 0.1159 0.0739
PH / Parker-Hannifin Corporation 0.00 -9.44 2.31 -1.70 0.1140 -0.0577
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.04 -13.04 2.29 -15.75 0.1131 -0.0856
SMB / VanEck ETF Trust - VanEck Short Muni ETF 0.13 -21.43 2.29 -20.72 0.1128 -0.0978
ACN / Accenture plc 0.01 -13.22 2.27 -28.40 0.1119 -0.1194
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 90.37 2.25 108.35 0.1107 0.0320
PEP / PepsiCo, Inc. 0.02 15.45 2.25 22.80 0.1107 -0.0228
LIN / Linde plc 0.00 5.71 2.22 7.03 0.1096 -0.0420
TMUS / T-Mobile US, Inc. 0.01 2.84 2.22 3.36 0.1092 -0.0473
MKC.V / McCormick & Company, Incorporated 0.03 -14.93 2.21 -24.92 0.1090 -0.1060
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.08 -42.64 2.20 -36.75 0.1082 -0.1451
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.03 0.00 2.19 0.69 0.1081 -0.0509
AWK / American Water Works Company, Inc. 0.02 -19.80 2.12 -19.77 0.1044 -0.0882
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0.04 -6.65 2.12 -2.58 0.1044 -0.0543
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 39.54 2.11 50.75 0.1040 0.0018
SPGI / S&P Global Inc. 0.00 -18.37 2.11 -24.64 0.1039 -0.1002
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF 0.04 -5.27 2.10 -0.99 0.1037 -0.0514
CVX / Chevron Corporation 0.01 26.51 2.10 37.25 0.1035 -0.0082
SNPS / Synopsys, Inc. 0.00 0.38 2.10 -3.41 0.1035 -0.0551
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.01 96.27 2.08 105.84 0.1025 0.0287
WMB / The Williams Companies, Inc. 0.03 2.09 2.07 2.99 0.1021 -0.0447
SONY / Sony Group Corporation - Depositary Receipt (Common Stock) 0.07 -5.85 2.04 4.13 0.1006 -0.0424
KMB / Kimberly-Clark Corporation 0.02 -5.11 2.03 -8.45 0.0998 -0.0617
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.02 -0.80 1.99 2.21 0.0979 -0.0439
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF 0.01 62.78 1.98 82.66 0.0976 0.0185
TMO / Thermo Fisher Scientific Inc. 0.00 13.39 1.97 35.72 0.0972 -0.0089
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.02 1.96 0.0964 0.0964
TT / Trane Technologies plc 0.00 -5.08 1.93 -8.44 0.0953 -0.0588
C / Citigroup Inc. 0.02 3.56 1.92 23.49 0.0946 -0.0188
KR / The Kroger Co. 0.03 6.83 1.91 0.42 0.0942 -0.0447
BX / Blackstone Inc. 0.01 -1.66 1.90 12.31 0.0935 -0.0297
GLDM / World Gold Trust - SPDR Gold MiniShares Trust 0.02 -0.75 1.89 15.85 0.0933 -0.0260
DUK / Duke Energy Corporation 0.02 0.75 1.89 5.66 0.0930 -0.0373
AEP / American Electric Power Company, Inc. 0.02 1.06 1.88 9.61 0.0928 -0.0326
MET / MetLife, Inc. 0.02 3.72 1.88 6.28 0.0926 -0.0364
O / Realty Income Corporation 0.03 -5.22 1.85 0.00 0.0914 -0.0439
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 1.84 0.0908 0.0908
ABT / Abbott Laboratories 0.01 3.81 1.84 2.22 0.0907 -0.0407
MDT / Medtronic plc 0.02 -0.84 1.84 8.30 0.0907 -0.0332
CAT / Caterpillar Inc. 0.00 17.90 1.81 44.84 0.0894 -0.0019
ISRG / Intuitive Surgical, Inc. 0.00 0.47 1.80 -17.33 0.0889 -0.0703
CINF / Cincinnati Financial Corporation 0.01 -1.60 1.79 4.50 0.0881 -0.0367
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN 0.00 32.62 1.78 49.20 0.0878 0.0007
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 14.94 1.78 24.04 0.0878 -0.0170
ANET / Arista Networks, Inc. 0.01 5.37 1.76 50.04 0.0869 0.0012
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF 0.03 0.00 1.73 4.92 0.0852 -0.0350
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund 0.04 0.00 1.72 -0.12 0.0849 -0.0409
SHEL / Shell plc - Depositary Receipt (Common Stock) 0.02 -1.21 1.72 0.41 0.0848 -0.0403
FITB / Fifth Third Bancorp 0.04 0.06 1.67 8.37 0.0823 -0.0301
ETR / Entergy Corporation 0.02 -1.95 1.65 9.95 0.0811 -0.0281
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0.02 48.17 1.64 49.00 0.0810 0.0005
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF 0.02 62.71 1.62 71.61 0.0799 0.0109
RTX / RTX Corporation 0.01 23.31 1.61 41.37 0.0792 -0.0038
LMT / Lockheed Martin Corporation 0.00 5.79 1.60 14.01 0.0786 -0.0234
PFE / Pfizer Inc. 0.06 15.85 1.59 21.80 0.0782 -0.0169
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.02 1.57 0.0773 0.0773
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund 0.01 -2.43 1.56 3.24 0.0770 -0.0334
USB / U.S. Bancorp 0.03 -0.37 1.54 6.44 0.0757 -0.0296
CSX / CSX Corporation 0.04 51.52 1.50 65.05 0.0738 0.0075
COF / Capital One Financial Corporation 0.01 3.22 1.49 3.11 0.0736 -0.0320
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December 0.03 -1.02 1.49 3.76 0.0734 -0.0313
CIWV / Citizens Financial Corp. 0.03 2.31 1.49 21.55 0.0734 -0.0160
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.02 1.97 1.49 4.79 0.0734 -0.0303
MAA / Mid-America Apartment Communities, Inc. 0.01 -11.65 1.48 -16.61 0.0730 -0.0566
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.04 -16.34 1.37 -3.74 0.0674 -0.0362
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.03 -1.37 1.36 -0.29 0.0670 -0.0325
IVE / iShares Trust - iShares S&P 500 Value ETF 0.01 278.27 1.35 299.70 0.0666 0.0419
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0.03 -2.26 1.34 0.98 0.0661 -0.0308
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.01 0.00 1.33 9.43 0.0658 -0.0232
PANW / Palo Alto Networks, Inc. 0.01 42.73 1.32 42.06 0.0653 -0.0028
SNY / Sanofi - Depositary Receipt (Common Stock) 0.03 -19.77 1.31 -21.61 0.0647 -0.0575
PEG / Public Service Enterprise Group Incorporated 0.02 1.10 1.30 0.23 0.0642 -0.0306
OVBC / Ohio Valley Banc Corp. 0.03 -13.93 1.29 -1.23 0.0633 -0.0316
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF 0.04 1.27 0.0627 0.0627
PWR / Quanta Services, Inc. 0.00 -25.45 1.26 -18.30 0.0621 -0.0504
DVY / iShares Trust - iShares Select Dividend ETF 0.01 -0.27 1.25 6.67 0.0615 -0.0238
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund 0.02 1.07 1.24 6.35 0.0611 -0.0240
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund 0.01 -1.25 1.23 4.96 0.0605 -0.0249
UTH / United Therapeutics Corporation 0.00 0.00 1.23 45.95 0.0605 -0.0009
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.03 -23.78 1.21 -16.54 0.0595 -0.0460
CEG / Constellation Energy Corporation 0.00 0.60 1.20 2.56 0.0594 -0.0263
SO / The Southern Company 0.01 -3.27 1.20 -0.17 0.0592 -0.0286
VRTX / Vertex Pharmaceuticals Incorporated 0.00 3.32 1.19 -9.14 0.0588 -0.0370
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.02 1.18 0.0580 0.0580
CB / Chubb Limited 0.00 131.22 1.17 125.34 0.0579 0.0199
ORLY / O'Reilly Automotive, Inc. 0.01 -4.41 1.17 14.31 0.0579 -0.0171
HDV / iShares Trust - iShares Core High Dividend ETF 0.01 0.37 1.17 4.95 0.0574 -0.0236
NEE / NextEra Energy, Inc. 0.02 -6.50 1.16 1.66 0.0573 -0.0261
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June 0.02 -0.24 1.15 3.97 0.0568 -0.0241
BLK / BlackRock, Inc. 0.00 26.67 1.15 40.71 0.0568 -0.0029
EXC / Exelon Corporation 0.03 3.64 1.15 7.47 0.0567 -0.0214
FTXP / Foothills Exploration, Inc. 0.00 6.41 1.15 28.19 0.0565 -0.0088
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.02 12.36 1.14 20.53 0.0561 -0.0129
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 -3.14 1.14 4.12 0.0561 -0.0237
AMD / Advanced Micro Devices, Inc. 0.01 -0.23 1.11 13.74 0.0547 -0.0165
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 1.11 0.0545 0.0545
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.02 -68.83 1.10 -67.14 0.0541 -0.1895
ADBE / Adobe Inc. 0.00 -10.64 1.09 -18.54 0.0537 -0.0439
BSX / Boston Scientific Corporation 0.01 -19.75 1.09 -27.07 0.0535 -0.0551
CRM / Salesforce, Inc. 0.00 6.13 1.08 -7.78 0.0532 -0.0322
ETN / Eaton Corporation plc 0.00 11.25 1.05 16.54 0.0518 -0.0140
NOW / ServiceNow, Inc. 0.00 8.83 1.04 -2.61 0.0514 -0.0267
GE / General Electric Company 0.00 35.49 1.04 58.30 0.0513 0.0033
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF 0.02 -3.87 1.04 -3.80 0.0512 -0.0276
UBER / Uber Technologies, Inc. 0.01 5.39 1.03 10.71 0.0510 -0.0172
F / Ford Motor Company 0.09 98.74 1.03 119.23 0.0506 0.0164
NI / NiSource Inc. 0.02 1.05 1.02 8.51 0.0503 -0.0183
WFC / Wells Fargo & Company 0.01 16.69 1.01 22.13 0.0498 -0.0106
GSK / GSK plc - Depositary Receipt (Common Stock) 0.02 2.09 1.01 14.79 0.0497 -0.0144
FE / FirstEnergy Corp. 0.02 2.05 0.99 16.12 0.0490 -0.0135
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF 0.01 -25.77 0.98 -21.79 0.0483 -0.0432
LOW / Lowe's Companies, Inc. 0.00 12.54 0.98 27.42 0.0481 -0.0078
DTE / DTE Energy Company 0.01 2.72 0.97 9.70 0.0480 -0.0168
DIS / The Walt Disney Company 0.01 30.92 0.96 20.91 0.0473 -0.0106
IWB / iShares Trust - iShares Russell 1000 ETF 0.00 4.11 0.95 12.12 0.0470 -0.0151
SHOP / Shopify Inc. 0.01 6.11 0.95 36.65 0.0467 -0.0039
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July 0.02 -32.26 0.94 -28.38 0.0466 -0.0497
RF / Regions Financial Corporation 0.04 1.88 0.94 14.18 0.0465 -0.0138
DE / Deere & Company 0.00 4.81 0.94 -5.73 0.0462 -0.0263
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 -20.57 0.93 -20.19 0.0458 -0.0392
PLTR / Palantir Technologies Inc. 0.01 16.26 0.93 55.63 0.0456 0.0022
PAYX / Paychex, Inc. 0.01 1.39 0.92 -11.61 0.0454 -0.0307
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 0.01 130.25 0.92 147.71 0.0453 0.0182
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 15.58 0.91 23.87 0.0448 -0.0087
FNF / Fidelity National Financial, Inc. 0.02 0.10 0.91 7.98 0.0447 -0.0166
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.01 -10.00 0.90 1.12 0.0444 -0.0206
EOG / EOG Resources, Inc. 0.01 3.24 0.89 -3.27 0.0438 -0.0232
SLV / iShares Silver Trust 0.02 3.67 0.89 33.89 0.0436 -0.0046
IP / International Paper Company 0.02 -11.72 0.88 -12.56 0.0433 -0.0300
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 0.08 -8.46 0.88 -4.57 0.0432 -0.0239
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.01 0.88 0.0432 0.0432
PGR / The Progressive Corporation 0.00 -7.34 0.88 -14.30 0.0432 -0.0314
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 0.88 0.0432 0.0432
GD / General Dynamics Corporation 0.00 3.11 0.86 20.62 0.0424 -0.0097
XEL / Xcel Energy Inc. 0.01 2.17 0.84 20.92 0.0416 -0.0093
HYGW / iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF 0.03 0.83 0.0408 0.0408
CCJ / Cameco Corporation 0.01 -1.55 0.83 11.19 0.0407 -0.0135
MDLZ / Mondelez International, Inc. 0.01 127.65 0.82 111.08 0.0404 0.0120
D / Dominion Energy, Inc. 0.01 5.04 0.81 13.68 0.0398 -0.0120
SCCO / Southern Copper Corporation 0.01 0.38 0.80 20.39 0.0396 -0.0091
VDMIX / Vanguard Developed Markets Index Fund 0.01 -26.37 0.80 -21.76 0.0394 -0.0351
STX / Seagate Technology Holdings plc 0.00 0.69 0.80 64.67 0.0393 0.0040
ES / Eversource Energy 0.01 0.42 0.79 12.29 0.0388 -0.0123
PRU / Prudential Financial, Inc. 0.01 17.81 0.78 13.83 0.0386 -0.0116
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.01 174.09 0.78 191.01 0.0383 0.0188
NOC / Northrop Grumman Corporation 0.00 -30.50 0.77 -15.34 0.0378 -0.0283
NSC / Norfolk Southern Corporation 0.00 18.48 0.75 39.19 0.0371 -0.0024
TRI / Thomson Reuters Corporation 0.00 0.00 0.75 -22.83 0.0368 -0.0338
EIX / Edison International 0.01 0.74 0.0366 0.0366
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.02 54.22 0.74 68.64 0.0366 0.0044
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0.01 0.74 0.0363 0.0363
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF 0.01 0.73 0.0359 0.0359
SRE / Sempra 0.01 -12.78 0.72 3.59 0.0356 -0.0153
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.00 -21.63 0.72 -14.88 0.0356 -0.0263
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF 0.01 -68.85 0.70 -68.87 0.0347 -0.1301
IHI / iShares Trust - iShares U.S. Medical Devices ETF 0.01 1.17 0.70 -3.06 0.0344 -0.0181
FMC / FMC Corporation 0.02 0.69 0.0338 0.0338
AMAT / Applied Materials, Inc. 0.00 79.02 0.68 100.29 0.0337 0.0088
HWM / Howmet Aerospace Inc. 0.00 -25.26 0.68 -21.16 0.0336 -0.0296
MS / Morgan Stanley 0.00 21.02 0.68 36.55 0.0336 -0.0028
COP / ConocoPhillips 0.01 15.62 0.67 21.96 0.0331 -0.0071
ECL / Ecolab Inc. 0.00 7.97 0.67 9.70 0.0329 -0.0115
TFC / Truist Financial Corporation 0.01 7.56 0.67 14.43 0.0329 -0.0097
APH / Amphenol Corporation 0.01 128.88 0.67 186.64 0.0328 0.0159
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 0.03 -23.40 0.66 -19.12 0.0325 -0.0271
SYK / Stryker Corporation 0.00 0.66 0.0325 0.0325
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0.01 -24.38 0.66 -23.78 0.0324 -0.0306
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0.01 0.65 0.0322 0.0322
LQDW / iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF 0.03 0.64 0.0317 0.0317
AMGN / Amgen Inc. 0.00 3.42 0.64 4.58 0.0315 -0.0131
SRLN / SPDR Series Trust - State Street Blackstone Senior Loan ETF 0.02 0.00 0.63 0.00 0.0312 -0.0150
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership 0.02 0.00 0.63 -1.86 0.0312 -0.0158
VERSX / Vanguard Emerging Markets Stock Index Fund 0.01 52.05 0.63 66.67 0.0311 0.0035
MCO / Moody's Corporation 0.00 2.40 0.63 -2.78 0.0310 -0.0162
PNC / The PNC Financial Services Group, Inc. 0.00 8.43 0.63 16.76 0.0309 -0.0083
CI / The Cigna Group 0.00 49.59 0.63 30.35 0.0309 -0.0042
GEV / GE Vernova Inc. 0.00 34.40 0.62 56.31 0.0306 0.0016
WPC / W. P. Carey Inc. 0.01 0.62 0.0305 0.0305
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 11.74 0.62 25.87 0.0305 -0.0054
UNM / Unum Group 0.01 0.00 0.62 -3.76 0.0303 -0.0163
AME / AMETEK, Inc. 0.00 5.58 0.61 9.69 0.0302 -0.0105
MSI / Motorola Solutions, Inc. 0.00 16.86 0.60 27.27 0.0297 -0.0049
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -54.23 0.60 -44.72 0.0297 -0.0498
BBDC / Barings BDC, Inc. 0.07 0.60 0.0293 0.0293
INTU / Intuit Inc. 0.00 12.79 0.59 -2.16 0.0291 -0.0150
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August 0.01 -4.09 0.58 1.57 0.0288 -0.0132
0I35 / Consolidated Edison, Inc. 0.01 2.92 0.58 3.04 0.0284 -0.0124
GIS / General Mills, Inc. 0.01 6.42 0.57 3.44 0.0282 -0.0121
DELL / Dell Technologies Inc. 0.00 5.42 0.57 21.94 0.0280 -0.0060
ET / Energy Transfer LP - Limited Partnership 0.03 15.54 0.57 9.28 0.0279 -0.0099
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF 0.01 -1.06 0.55 8.66 0.0272 -0.0099
SYY / Sysco Corporation 0.01 0.55 0.0272 0.0272
PFG / Principal Financial Group, Inc. 0.01 0.17 0.55 4.60 0.0269 -0.0112
KMI / Kinder Morgan, Inc. 0.02 24.52 0.55 20.00 0.0269 -0.0063
UPS / United Parcel Service, Inc. 0.01 -4.75 0.54 -21.16 0.0268 -0.0236
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 5.07 0.54 12.27 0.0267 -0.0084
INTC / Intel Corporation 0.02 0.53 0.0264 0.0264
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 0.53 0.0263 0.0263
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September 0.01 -53.01 0.52 -51.07 0.0259 -0.0523
HON / Honeywell International Inc. 0.00 17.55 0.52 6.30 0.0258 -0.0101
LHX / L3Harris Technologies, Inc. 0.00 26.49 0.51 54.05 0.0253 0.0010
VMC / Vulcan Materials Company 0.00 0.50 0.0246 0.0246
WELL / Welltower Inc. 0.00 11.15 0.49 28.72 0.0243 -0.0036
MLM / Martin Marietta Materials, Inc. 0.00 8.75 0.49 24.81 0.0243 -0.0045
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF 0.01 -10.87 0.49 -8.30 0.0240 -0.0148
PLD / Prologis, Inc. 0.00 15.15 0.48 25.66 0.0234 -0.0042
MU / Micron Technology, Inc. 0.00 36.46 0.47 85.43 0.0232 0.0047
FLWS / 1-800-FLOWERS.COM, Inc. 0.10 0.00 0.47 -6.39 0.0231 -0.0135
AVDX / AvidXchange Holdings, Inc. 0.05 -10.55 0.47 -8.98 0.0230 -0.0144
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF 0.01 -27.49 0.46 -29.73 0.0227 -0.0252
IPG / The Interpublic Group of Companies, Inc. 0.02 22.50 0.46 39.82 0.0227 -0.0014
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 0.00 0.45 0.44 0.0223 -0.0106
DHR / Danaher Corporation 0.00 14.62 0.45 14.80 0.0222 -0.0064
GSBD / Goldman Sachs BDC, Inc. 0.04 0.45 0.0221 0.0221
NXPI / NXP Semiconductors N.V. 0.00 -40.73 0.45 -38.17 0.0220 -0.0308
TKO / TKO Group Holdings, Inc. 0.00 7.27 0.45 18.93 0.0220 -0.0054
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.02 -20.39 0.44 -19.89 0.0218 -0.0185
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 32.07 0.44 37.69 0.0218 -0.0016
RL / Ralph Lauren Corporation 0.00 0.00 0.44 14.14 0.0215 -0.0064
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April 0.01 -10.97 0.44 -8.21 0.0215 -0.0132
UNP / Union Pacific Corporation 0.00 9.81 0.43 13.02 0.0214 -0.0067
OBDC / Blue Owl Capital Corporation 0.03 0.43 0.0213 0.0213
CMCSA / Comcast Corporation 0.01 16.00 0.42 2.18 0.0208 -0.0094
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 0.42 0.0208 0.0208
IUSB / iShares Trust - iShares Core Universal USD Bond ETF 0.01 0.42 0.0208 0.0208
ARCC / Ares Capital Corporation 0.02 2.14 0.42 -5.01 0.0206 -0.0115
NUE / Nucor Corporation 0.00 48.38 0.41 55.30 0.0202 0.0009
TOWN / TowneBank 0.01 -2.93 0.41 -1.69 0.0200 -0.0102
QUS / SPDR Series Trust - State Street SPDR MSCI USA StrategicFactors SM ETF 0.00 0.00 0.40 4.97 0.0198 -0.0081
EMR / Emerson Electric Co. 0.00 -1.07 0.40 -2.69 0.0197 -0.0102
BDX / Becton, Dickinson and Company 0.00 11.70 0.40 21.47 0.0196 -0.0043
MCK / McKesson Corporation 0.00 6.03 0.39 11.65 0.0194 -0.0063
BWB / Bridgewater Bancshares, Inc. 0.02 0.00 0.39 10.73 0.0193 -0.0065
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 0.01 0.00 0.39 0.26 0.0193 -0.0092
ALL / The Allstate Corporation 0.00 18.15 0.39 25.97 0.0192 -0.0034
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 0.38 0.0190 0.0190
CMI / Cummins Inc. 0.00 9.66 0.38 41.33 0.0189 -0.0009
JHG / Janus Henderson Group plc 0.01 -0.89 0.38 13.55 0.0186 -0.0056
CRWD / CrowdStrike Holdings, Inc. 0.00 6.36 0.38 2.45 0.0186 -0.0083
DT / Dynatrace, Inc. 0.01 46.32 0.37 28.52 0.0185 -0.0028
CME / CME Group Inc. 0.00 -62.41 0.37 -63.13 0.0183 -0.0553
BA / The Boeing Company 0.00 22.03 0.37 25.76 0.0183 -0.0033
IRM / Iron Mountain Incorporated 0.00 -0.14 0.37 -0.54 0.0183 -0.0090
INDA / iShares Trust - iShares MSCI India ETF 0.01 -5.04 0.37 -11.11 0.0181 -0.0121
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.00 0.37 10.61 0.0180 -0.0061
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF 0.01 0.37 0.0180 0.0180
OEF / iShares Trust - iShares S&P 100 ETF 0.00 0.36 0.0178 0.0178
HPQ / HP Inc. 0.01 -1.61 0.36 9.39 0.0178 -0.0063
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July 0.01 -36.59 0.36 -33.33 0.0178 -0.0217
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund 0.01 -2.47 0.36 25.09 0.0177 -0.0032
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October 0.01 -4.55 0.35 1.43 0.0175 -0.0081
MAR / Marriott International, Inc. 0.00 35.26 0.35 28.94 0.0174 -0.0026
URA / Global X Funds - Global X Uranium ETF 0.01 12.22 0.35 38.04 0.0174 -0.0013
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.01 0.35 0.0173 0.0173
KKR / KKR & Co. Inc. 0.00 0.35 0.0172 0.0172
AMT / American Tower Corporation 0.00 1.85 0.35 -11.45 0.0172 -0.0115
BMY / Bristol-Myers Squibb Company 0.01 -1.85 0.35 -4.42 0.0171 -0.0094
UFPT / UFP Technologies, Inc. 0.00 0.35 0.0170 0.0170
DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January 0.01 -6.53 0.34 -2.32 0.0166 -0.0086
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 -28.07 0.33 -23.85 0.0164 -0.0155
DD / DuPont de Nemours, Inc. 0.00 31.52 0.33 49.10 0.0164 0.0001
LAZ / Lazard, Inc. 0.01 0.50 0.33 10.70 0.0163 -0.0055
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.01 0.33 0.0163 0.0163
ORI / Old Republic International Corporation 0.01 -0.17 0.33 10.40 0.0162 -0.0056
CLS / Celestica Inc. 0.00 0.00 0.33 58.25 0.0161 0.0010
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 0.01 0.32 0.0159 0.0159
HRB / H&R Block, Inc. 0.01 0.00 0.32 -7.87 0.0156 -0.0095
FERG / Ferguson Enterprises Inc. 0.00 0.32 0.0156 0.0156
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund 0.00 0.00 0.31 9.47 0.0154 -0.0054
KEY / KeyCorp 0.02 0.31 0.0154 0.0154
EPR / EPR Properties 0.01 -0.56 0.31 -0.96 0.0153 -0.0076
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February 0.01 -21.06 0.31 -16.84 0.0153 -0.0120
TRV / The Travelers Companies, Inc. 0.00 6.92 0.31 11.51 0.0153 -0.0050
SBGI / Sinclair, Inc. 0.02 0.31 0.0153 0.0153
OMF / OneMain Holdings, Inc. 0.01 -2.00 0.31 -2.86 0.0151 -0.0079
NKE / NIKE, Inc. 0.00 0.30 0.0150 0.0150
PPL / Pembina Pipeline Corporation 0.01 0.00 0.30 7.83 0.0150 -0.0056
ZTS / Zoetis Inc. 0.00 -56.94 0.30 -59.65 0.0149 -0.0396
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.00 -14.16 0.30 -12.90 0.0147 -0.0103
LRCX / Lam Research Corporation 0.00 0.29 0.0145 0.0145
ENFFF / Enbridge Inc. - Preferred Security 0.01 -5.90 0.29 4.64 0.0145 -0.0060
GLPI / Gaming and Leisure Properties, Inc. 0.01 1.65 0.29 1.38 0.0145 -0.0066
NYF / iShares Trust - iShares New York Muni Bond ETF 0.01 0.29 0.0143 0.0143
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April 0.01 0.00 0.29 2.47 0.0143 -0.0064
ATO / Atmos Energy Corporation 0.00 -0.06 0.29 10.69 0.0143 -0.0048
SPG / Simon Property Group, Inc. 0.00 0.28 0.0140 0.0140
EW / Edwards Lifesciences Corporation 0.00 -15.40 0.28 -15.77 0.0140 -0.0106
SON / Sonoco Products Company 0.01 0.00 0.28 -1.06 0.0138 -0.0069
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June 0.01 -15.58 0.28 -13.40 0.0137 -0.0098
HOOD / Robinhood Markets, Inc. 0.00 -23.21 0.27 17.60 0.0135 -0.0035
MELI / MercadoLibre, Inc. 0.00 -2.50 0.27 -12.78 0.0135 -0.0094
IWX / iShares Trust - iShares Russell Top 200 Value ETF 0.00 0.27 0.0134 0.0134
WHG / Westwood Holdings Group, Inc. 0.02 -1.65 0.27 4.21 0.0134 -0.0057
RY / Royal Bank of Canada 0.00 0.27 0.0134 0.0134
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October 0.01 -21.74 0.27 -17.63 0.0134 -0.0107
ADI / Analog Devices, Inc. 0.00 17.59 0.27 21.52 0.0134 -0.0029
LAMR / Lamar Advertising Company 0.00 4.88 0.27 5.93 0.0132 -0.0053
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.00 0.27 0.0132 0.0132
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF 0.01 -13.39 0.27 -1.83 0.0132 -0.0067
XYZ / Block, Inc. 0.00 3.05 0.26 10.00 0.0130 -0.0046
SLB / SLB N.V. 0.01 0.26 0.0129 0.0129
BHB / Bar Harbor Bankshares 0.01 -2.66 0.26 -0.76 0.0129 -0.0064
IAU / iShares Gold Trust 0.00 0.26 0.0129 0.0129
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August 0.01 0.00 0.26 4.42 0.0128 -0.0054
EQIX / Equinix, Inc. 0.00 0.62 0.26 -0.78 0.0126 -0.0062
VTR / Ventas, Inc. 0.00 2.41 0.25 13.51 0.0124 -0.0038
ROP / Roper Technologies, Inc. 0.00 -69.70 0.25 -73.36 0.0124 -0.0567
BBY / Best Buy Co., Inc. 0.00 0.25 0.0124 0.0124
BCAT / BlackRock Capital Allocation Term Trust 0.02 0.25 0.0123 0.0123
CAVA / CAVA Group, Inc. 0.00 62.34 0.25 16.36 0.0123 -0.0033
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December 0.01 0.00 0.25 5.96 0.0123 -0.0049
ESCA / Escalade, Incorporated 0.02 11.72 0.25 0.40 0.0123 -0.0058
BKNG / Booking Holdings Inc. 0.00 6.98 0.25 0.00 0.0122 -0.0059
BITB / Bitwise Bitcoin ETF Trust 0.00 0.25 0.0121 0.0121
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September 0.00 -49.15 0.24 -46.49 0.0121 -0.0213
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 0.24 0.0120 0.0120
DLR / Digital Realty Trust, Inc. 0.00 2.92 0.24 2.10 0.0120 -0.0054
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.00 0.24 0.0118 0.0118
HUBS / HubSpot, Inc. 0.00 0.24 0.0117 0.0117
SGC / Superior Group of Companies, Inc. 0.02 3.57 0.24 7.76 0.0117 -0.0044
AN / AutoNation, Inc. 0.00 0.24 0.0116 0.0116
CL / Colgate-Palmolive Company 0.00 0.24 0.0116 0.0116
MTB / M&T Bank Corporation 0.00 0.23 0.0115 0.0115
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March 0.01 -8.82 0.23 -6.07 0.0115 -0.0066
TGT / Target Corporation 0.00 -5.27 0.23 -13.75 0.0114 -0.0082
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May 0.00 -8.07 0.23 -4.15 0.0114 -0.0062
ETD / Ethan Allen Interiors Inc. 0.01 -3.18 0.23 2.21 0.0114 -0.0051
GRAL / GRAIL, Inc. 0.00 -15.04 0.23 -2.14 0.0113 -0.0058
ELV / Elevance Health, Inc. 0.00 24.78 0.23 3.62 0.0113 -0.0048
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.01 0.23 0.0111 0.0111
CMG / Chipotle Mexican Grill, Inc. 0.01 -53.39 0.22 -67.59 0.0110 -0.0392
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF 0.00 0.00 0.22 9.31 0.0110 -0.0039
PSX / Phillips 66 0.00 0.22 0.0110 0.0110
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March 0.01 -2.35 0.22 0.45 0.0109 -0.0052
OGE / OGE Energy Corp. 0.00 -3.92 0.22 0.00 0.0107 -0.0051
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May 0.01 -12.30 0.22 -9.24 0.0107 -0.0068
BXSL / Blackstone Secured Lending Fund 0.01 0.21 0.0105 0.0105
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 0.01 0.21 0.0105 0.0105
FLR / Fluor Corporation 0.00 0.21 0.0103 0.0103
DMAX / iShares Trust - iShares Large Cap Max Buffer Dec ETF 0.01 0.21 0.0102 0.0102
DMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - May 0.00 0.21 0.0102 0.0102
TTD / The Trade Desk, Inc. 0.00 -44.48 0.21 -62.32 0.0101 -0.0296
BR / Broadridge Financial Solutions, Inc. 0.00 -4.47 0.20 -6.45 0.0100 -0.0058
OC / Owens Corning 0.00 -3.31 0.20 -0.49 0.0100 -0.0049
APO / Apollo Global Management, Inc. 0.00 3.72 0.20 -2.44 0.0099 -0.0051
VEEV / Veeva Systems Inc. 0.00 -42.02 0.20 -39.94 0.0099 -0.0145
TBLD / Thornburg Income Builder Opportunities Trust 0.01 0.00 0.20 1.02 0.0098 -0.0045
EBC / Eastern Bankshares, Inc. 0.01 0.18 0.0089 0.0089
PSTL / Postal Realty Trust, Inc. 0.01 -3.79 0.18 2.94 0.0086 -0.0038
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.03 16.32 0.13 24.27 0.0063 -0.0012
EPM / Evolution Petroleum Corporation 0.02 -21.60 0.11 -20.00 0.0056 -0.0047
ENLV / Enlivex Therapeutics Ltd. 0.02 0.02 0.0009 0.0009
SCWO / 374Water Inc. 0.01 0.00 0.00 -25.00 0.0002 -0.0001
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
TIP / iShares Trust - iShares TIPS Bond ETF 0.00 -100.00 0.00 -100.00 -0.0269
YDEC / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - December 0.00 -100.00 0.00 0.0000
HBAN / Huntington Bancshares Incorporated 0.00 -100.00 0.00 0.0000
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF 0.00 -100.00 0.00 -100.00 -0.0156
RGP / Resources Connection, Inc. 0.00 -100.00 0.00 0.0000
HTO / H2O America 0.00 -100.00 0.00 0.0000
MTN / Vail Resorts, Inc. 0.00 -100.00 0.00 0.0000
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF 0.00 -100.00 0.00 0.0000
RBIL / The RBB Fund, Inc. -F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF 0.00 -100.00 0.00 0.0000
AMP / Ameriprise Financial, Inc. 0.00 -100.00 0.00 0.0000
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0.00 -100.00 0.00 0.0000
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 0.00 -100.00 0.00 0.0000
IVVB / Blackrock ETF Trust II - iShares Large Cap Deep Quarterly Laddered ETF 0.00 -100.00 0.00 -100.00 -0.0753
CCI / Crown Castle Inc. 0.00 -100.00 0.00 0.0000
SMCI / Super Micro Computer, Inc. 0.00 -100.00 0.00 -100.00 -0.0313
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 0.00 -100.00 -0.0236
MMM / 3M Company 0.00 -100.00 0.00 -100.00 -0.0386
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 -100.00 -0.0165
FTNT / Fortinet, Inc. 0.00 -100.00 0.00 -100.00 -0.0168
JCI / Johnson Controls International plc 0.00 -100.00 0.00 0.0000
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF 0.00 -100.00 0.00 0.0000
CPRT / Copart, Inc. 0.00 -100.00 0.00 0.0000
NWE / NorthWestern Energy Group, Inc. 0.00 -100.00 0.00 0.0000
NGG / National Grid plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November 0.00 -100.00 0.00 0.0000
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February 0.00 -100.00 0.00 0.0000