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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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| FBND | FIDELITY TOTAL BOND ETF | 2,579,311 | +122,887 | +5.00% | $44.79 | 10.15% | 0.00% | 117,745,542 | 2025-03-31 | ||||||
| AAPL | APPLE | 217,284 | +3,535 | +1.65% | $69.98 | 4.16% | 0.00% | 48,265,355 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 167,880 | -3,120 | -1.82% | $92.74 | 3.55% | 0.01% | 41,181,071 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 185,298 | +2,382 | +1.30% | $85.06 | 3.35% | 0.01% | 38,823,738 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 99,279 | +119 | +0.12% | $79.17 | 3.21% | 0.00% | 37,268,367 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 220,242 | -4,193 | -1.87% | $34.39 | 3.18% | 0.00% | 36,875,118 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 223,528 | +1,210 | +0.54% | $70.82 | 3.01% | 0.00% | 34,921,854 | 2025-03-31 | ||||||
| XLE | ENERGY SELECT SECTOR SPDR FUND | 356,010 | +16,503 | +4.86% | $46.77 | 2.87% | 0.10% | 33,269,167 | 2025-03-31 | ||||||
| MS | MORGAN STANLEY | 277,234 | -1,874 | -0.67% | $60.66 | 2.79% | 0.02% | 32,344,868 | 2025-03-31 | ||||||
| V | VISA | 92,132 | +647 | +0.71% | $195.88 | 2.78% | 0.01% | 32,288,572 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 32,911 | +735 | +2.28% | $512.37 | 2.68% | 0.01% | 31,126,752 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 192,787 | +1,518 | +0.79% | $90.38 | 2.64% | 0.01% | 30,601,017 | 2025-03-31 | ||||||
| WM | WASTE MANAGEMENT | 125,913 | +3,694 | +3.02% | $150.28 | 2.51% | 0.03% | 29,150,004 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 54,716 | +2,199 | +4.19% | $319.05 | 2.47% | 0.01% | 28,657,476 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 77,623 | +2,332 | +3.10% | $203.40 | 2.45% | 0.01% | 28,448,041 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 259,792 | -9,510 | -3.53% | $104.52 | 2.36% | 0.07% | 27,392,465 | 2025-03-31 | ||||||
| AMZN | AMAZON | 135,488 | +6,074 | +4.69% | $171.59 | 2.22% | 0.00% | 25,777,894 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 191,023 | +11,549 | +6.43% | $90.69 | 2.19% | 0.01% | 25,339,228 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 26,194 | +773 | +3.04% | $664.74 | 2.14% | 0.02% | 24,792,371 | 2025-03-31 | ||||||
| TJX | TJX COMPANIES | 178,269 | +10,059 | +5.98% | $115.36 | 1.87% | 0.02% | 21,713,105 | 2025-03-31 | ||||||
| ZTS | ZOETIS | 126,133 | +26,598 | +26.72% | $164.68 | 1.79% | 0.03% | 20,767,770 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 87,706 | +5,274 | +6.40% | $225.91 | 1.79% | 0.01% | 20,719,674 | 2025-03-31 | ||||||
| DTE | DTE ENERGY | 126,846 | +1,553 | +1.24% | $107.66 | 1.51% | 0.06% | 17,538,989 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 190,457 | +41,970 | +28.27% | $103.29 | 1.47% | 0.01% | 17,095,392 | 2025-03-31 | ||||||
| KLAC | KLA | 23,666 | +3,477 | +17.22% | $558.69 | 1.39% | 0.02% | 16,087,877 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 316,474 | +652 | +0.21% | $49.39 | 1.35% | 0.05% | 15,703,445 | 2025-03-31 | ||||||
| XEL | XCEL ENERGY | 208,941 | +8,411 | +4.19% | $60.31 | 1.28% | 0.04% | 14,790,941 | 2025-03-31 | ||||||
| ORLY | O REILLY AUTOMOTIVE | 9,818 | +536 | +5.77% | $993.89 | 1.21% | 0.02% | 14,065,071 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 17,018 | +1,450 | +9.31% | $670.64 | 1.21% | 0.00% | 14,055,280 | 2025-03-31 | ||||||
| MNST | MONSTER BEVERAGE | 237,393 | +8,629 | +3.77% | $49.43 | 1.20% | 0.02% | 13,892,239 | 2025-03-31 | ||||||
| TGT | TARGET | 131,661 | -6,405 | -4.64% | $97.03 | 1.18% | 0.03% | 13,740,181 | 2025-03-31 | ||||||
| ASML | ASML HOLDING NV | 20,157 | +4,573 | +29.34% | $719.38 | 1.15% | 0.00% | 13,356,712 | 2025-03-31 | ||||||
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 372,774 | -9,938 | -2.60% | $37.81 | 1.08% | 0.00% | 12,487,940 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 169,869 | +12,395 | +7.87% | $68.52 | 1.04% | 0.01% | 12,042,021 | 2025-03-31 | ||||||
| PWR | QUANTA SERVICES | 45,679 | -11,002 | -19.41% | $288.93 | 1.00% | 0.03% | 11,610,814 | 2025-03-31 | ||||||
| EQIX | EQUINIX | 14,111 | +1,021 | +7.80% | $695.52 | 0.99% | 0.01% | 11,505,035 | 2025-03-31 | ||||||
| ETN | EATON CORP | 41,582 | -7,801 | -15.80% | $189.08 | 0.97% | 0.01% | 11,303,250 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 114,034 | -32,248 | -22.05% | $100.11 | 0.97% | 0.01% | 11,280,290 | 2025-03-31 | ||||||
| VICI | VICI PROPERTIES | 330,800 | +330,800 | Open | $30.91 | 0.93% | 0.03% | 10,790,710 | 2025-03-31 | ||||||
| PEP | PEPSICO | 71,809 | +11,189 | +18.46% | $142.52 | 0.93% | 0.01% | 10,767,103 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 48,064 | +45,931 | +2,153.35% | $215.91 | 0.83% | 0.02% | 9,588,216 | 2025-03-31 | ||||||
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | 82,068 | +82,068 | Open | $119.87 | 0.80% | 0.00% | 9,284,369 | 2025-03-31 | ||||||
| GPC | GENUINE PARTS | 74,749 | +26,147 | +53.80% | $130.93 | 0.77% | 0.05% | 8,905,611 | 2025-03-31 | ||||||
| JPIE | JPMORGAN INCOME ETF | 146,395 | -16,783 | -10.29% | $44.68 | 0.58% | 0.21% | 6,744,436 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 139,547 | -535,705 | -79.33% | $27.21 | 0.50% | 0.00% | 5,823,311 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 18,426 | -1,268 | -6.44% | $216.00 | 0.50% | 0.00% | 5,755,651 | 2025-03-31 | ||||||
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUND | 47,135 | +14,158 | +42.93% | $80.93 | 0.33% | 0.02% | 3,849,546 | 2025-03-31 | ||||||
| KO | COCA COLA | 51,937 | -2,723 | -4.98% | $42.84 | 0.32% | 0.00% | 3,719,729 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 20,211 | -470 | -2.27% | $116.58 | 0.30% | 0.00% | 3,444,375 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 11,228 | -239 | -2.08% | $91.29 | 0.30% | 0.00% | 3,430,493 | 2025-03-31 | ||||||