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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SYK | STRYKER | 80,278 | +21,090 | +35.63% | $275.87 | 15.38% | 0.02% | 29,883,338 | 2025-03-31 | ||||||
| DTD | WISDOMTREE US TOTAL DIVIDEND FUND | 312,730 | +8,921 | +2.94% | $55.44 | 12.39% | 0.00% | 24,064,584 | 2025-03-31 | ||||||
| AAPL | APPLE | 52,006 | +1,177 | +2.32% | $134.60 | 5.95% | 0.00% | 11,551,982 | 2025-03-31 | ||||||
| GRPM | INVESCO S&P MIDCAP 400 EQUAL WEIGHT ETF | 103,039 | +56,381 | +120.84% | $113.43 | 5.55% | 2.09% | 10,788,193 | 2025-03-31 | ||||||
| CALF | PACER US SMALL CAP CASH COWS 100 ETF | 225,356 | +87,833 | +63.87% | $43.90 | 4.35% | 0.00% | 8,450,949 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 20,509 | +1,446 | +7.59% | $286.18 | 3.96% | 0.00% | 7,698,772 | 2025-03-31 | ||||||
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 36,279 | +2,651 | +7.88% | $183.81 | 3.94% | 0.07% | 7,652,780 | 2025-03-31 | ||||||
| AMZN | AMAZON | 36,838 | +662 | +1.83% | $136.13 | 3.61% | 0.00% | 7,008,802 | 2025-03-31 | ||||||
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | 159,873 | +15,028 | +10.38% | $42.14 | 3.06% | 0.00% | 5,942,457 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 27,296 | +347 | +1.29% | $103.58 | 2.17% | 0.00% | 4,221,104 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 35,148 | -425 | -1.19% | $13.76 | 1.96% | 0.00% | 3,809,314 | 2025-03-31 | ||||||
| SPSM | SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF | 86,526 | -2,014 | -2.27% | $39.55 | 1.82% | 0.03% | 3,526,804 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 12,712 | -532 | -4.02% | $201.10 | 1.80% | 0.00% | 3,493,727 | 2025-03-31 | ||||||
| FAB | FIRST TRUST MULTI CAP VALUE ALPHADEX FUND | 39,974 | -912 | -2.23% | $66.07 | 1.64% | 0.00% | 3,178,319 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 10,839 | +205 | +1.93% | $146.12 | 1.37% | 0.00% | 2,658,757 | 2025-03-31 | ||||||
| SMIN | ISHARES MSCI INDIA SMALL-CAP ETF | 35,601 | +1,874 | +5.56% | $71.88 | 1.25% | 0.31% | 2,424,111 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 15,284 | -102 | -0.66% | $142.69 | 1.21% | 0.00% | 2,347,705 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 14,289 | -15 | -0.10% | $125.02 | 1.15% | 0.00% | 2,232,443 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 2,293 | -11 | -0.48% | $208.64 | 0.97% | 0.00% | 1,893,812 | 2025-03-31 | ||||||
| AFL | AFLAC | 14,710 | -35 | -0.24% | $45.06 | 0.84% | 0.00% | 1,635,605 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 8,922 | -719 | -7.46% | $130.55 | 0.78% | 0.00% | 1,520,508 | 2025-03-31 | ||||||
| PULS | PGIM ULTRA SHORT BOND ETF | 29,565 | +5,085 | +20.77% | $47.23 | 0.76% | 0.00% | 1,470,250 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 25,052 | -36,124 | -59.05% | $234.34 | 0.75% | 0.00% | 1,461,806 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 6,926 | -49 | -0.70% | $146.50 | 0.74% | 0.00% | 1,430,001 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 6,591 | -90 | -1.35% | $217.94 | 0.68% | 0.00% | 1,314,769 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 4,736 | +2,651 | +127.15% | $247.94 | 0.65% | 0.00% | 1,270,946 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,333 | +150 | +6.87% | $0.00 | 0.64% | 0.00% | 1,242,509 | 2025-03-31 | ||||||
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 9,518 | 0 | 0.00% | $110.22 | 0.63% | 0.00% | 1,231,336 | 2025-03-31 | ||||||
| PFE | PFIZER | 46,054 | -2,795 | -5.72% | $37.79 | 0.60% | 0.00% | 1,167,003 | 2025-03-31 | ||||||
| UBER | UBER | 15,909 | -184 | -1.14% | $47.66 | 0.60% | 0.00% | 1,159,130 | 2025-03-31 | ||||||
| WMT | WALMART | 13,116 | -71 | -0.54% | $46.62 | 0.59% | 0.00% | 1,151,493 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 3,916 | -95 | -2.37% | $170.07 | 0.58% | 0.00% | 1,128,357 | 2025-03-31 | ||||||
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 6,971 | -101 | -1.43% | $145.29 | 0.54% | 0.01% | 1,052,540 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 5,999 | -487 | -7.51% | $161.96 | 0.51% | 0.00% | 994,862 | 2025-03-31 | ||||||
| EMR | EMERSON ELECTRIC | 8,992 | -10 | -0.11% | $86.31 | 0.51% | 0.00% | 985,883 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 4,704 | 0 | 0.00% | $106.82 | 0.51% | 0.00% | 985,582 | 2025-03-31 | ||||||
| CVX | CHEVRON | 5,830 | -76 | -1.29% | $105.99 | 0.50% | 0.00% | 975,350 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 5,287 | -426 | -7.46% | $130.16 | 0.47% | 0.00% | 913,276 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 1,627 | 0 | 0.00% | $385.46 | 0.47% | 0.00% | 910,078 | 2025-03-31 | ||||||
| T | AT&T | 31,346 | -1,964 | -5.90% | $15.22 | 0.46% | 0.00% | 886,467 | 2025-03-31 | ||||||
| GIS | GENERAL MILLS | 14,500 | +217 | +1.52% | $61.58 | 0.45% | 0.00% | 866,953 | 2025-03-31 | ||||||
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 16,033 | -103 | -0.64% | $49.38 | 0.41% | 0.00% | 788,182 | 2025-03-31 | ||||||
| DLN | WISDOMTREE US LARGECAP DIVIDEND FUND | 9,326 | -616 | -6.20% | $54.93 | 0.38% | 0.00% | 740,243 | 2025-03-31 | ||||||
| SW | SMURFIT WESTROCK PLC | 16,241 | -934 | -5.44% | $46.09 | 0.38% | 0.00% | 731,820 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 2,007 | +456 | +29.40% | $175.20 | 0.36% | 0.00% | 707,628 | 2025-03-31 | ||||||
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 3,150 | -384 | -10.87% | $137.80 | 0.36% | 0.00% | 699,775 | 2025-03-31 | ||||||
| TSLA | TESLA | 2,658 | +407 | +18.08% | $254.01 | 0.35% | 0.00% | 688,846 | 2025-03-31 | ||||||
| SPYG | SPDR(R) PORTFOLIO S&P 500 GROWTH ETF | 8,542 | 0 | 0.00% | $56.01 | 0.35% | 0.00% | 686,521 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 2,033 | +1 | +0.05% | $207.66 | 0.35% | 0.00% | 670,413 | 2025-03-31 | ||||||
| LNG | CHENIERE ENERGY | 2,879 | 0 | 0.00% | $82.25 | 0.34% | 0.00% | 666,200 | 2025-03-31 | ||||||