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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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| GPC | GENUINE PARTS | 56,127 | +1,264 | +2.30% | $122.52 | 7.90% | 0.04% | 6,686,984 | 2025-03-31 | ||||||
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | 45,378 | -1,095 | -2.36% | $48.97 | 2.64% | 0.00% | 2,230,322 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 41,631 | -2,231 | -5.09% | $52.02 | 2.58% | 0.01% | 2,180,195 | 2025-03-31 | ||||||
| NEAR | BLACKROCK SHORT MATURITY BOND ETF | 41,878 | -2,170 | -4.93% | $50.70 | 2.52% | 0.07% | 2,130,313 | 2025-03-31 | ||||||
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 20,054 | -1,082 | -5.12% | $100.48 | 2.38% | 0.00% | 2,017,834 | 2025-03-31 | ||||||
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 17,428 | -1,079 | -5.83% | $105.01 | 2.18% | 0.05% | 1,847,689 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 4,532 | -754 | -14.26% | $426.00 | 2.01% | 0.00% | 1,701,424 | 2025-03-31 | ||||||
| AAPL | APPLE | 6,956 | -1,211 | -14.83% | $235.63 | 1.83% | 0.00% | 1,545,191 | 2025-03-31 | ||||||
| AMZN | AMAZON | 7,855 | -688 | -8.05% | $204.63 | 1.77% | 0.00% | 1,494,492 | 2025-03-31 | ||||||
| COWZ | PACER US CASH COWS 100 ETF | 27,153 | -1,072 | -3.80% | $58.64 | 1.76% | 0.00% | 1,486,916 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 9,607 | +805 | +9.15% | $164.07 | 1.74% | 0.00% | 1,475,702 | 2025-03-31 | ||||||
| PYPL | PAYPAL | 22,597 | +303 | +1.36% | $83.34 | 1.74% | 0.00% | 1,474,454 | 2025-03-31 | ||||||
| URI | UNITED RENTALS | 2,289 | -133 | -5.49% | $815.22 | 1.70% | 0.00% | 1,434,224 | 2025-03-31 | ||||||
| SHEL | SHELL | 18,727 | +276 | +1.50% | $65.71 | 1.62% | 0.00% | 1,372,340 | 2025-03-31 | ||||||
| HALO | HALOZYME THERAPEUTICS | 21,347 | +2,622 | +14.00% | $51.74 | 1.61% | 0.02% | 1,362,152 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 5,545 | -1,187 | -17.63% | $233.00 | 1.61% | 0.00% | 1,360,311 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 11,642 | -3,283 | -22.00% | $137.16 | 1.49% | 0.00% | 1,261,762 | 2025-03-31 | ||||||
| QGRO | AMERICAN CENTURY STOXX US QUALITY GROWTH ETF | 12,045 | -591 | -4.68% | $100.17 | 1.33% | 0.00% | 1,128,289 | 2025-03-31 | ||||||
| SFM | SPROUTS FARMERS MARKET | 7,261 | -1,874 | -20.51% | $134.03 | 1.31% | 0.01% | 1,108,243 | 2025-03-31 | ||||||
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 59,470 | +1,000 | +1.71% | $18.47 | 1.30% | 0.06% | 1,101,979 | 2025-03-31 | ||||||
| CNXC | CONCENTRIX | 19,146 | +5,536 | +40.68% | $46.38 | 1.26% | 0.03% | 1,065,295 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 3,819 | -230 | -5.68% | $325.70 | 1.21% | 0.00% | 1,024,900 | 2025-03-31 | ||||||
| PANW | PALO ALTO NETWORKS | 5,956 | -510 | -7.89% | $189.32 | 1.20% | 0.00% | 1,016,332 | 2025-03-31 | ||||||
| ZG | ZILLOW | 13,909 | -2,438 | -14.91% | $68.31 | 1.10% | 0.03% | 929,956 | 2025-03-31 | ||||||
| GNRC | GENERAC HOLDINGS | 7,081 | +544 | +8.32% | $170.25 | 1.06% | 0.01% | 896,809 | 2025-03-31 | ||||||
| TAP | MOLSON COORS BEVERAGE | 14,701 | -500 | -3.29% | $58.66 | 1.06% | 0.01% | 894,877 | 2025-03-31 | ||||||
| MTCH | MATCH GROUP | 27,843 | +1,195 | +4.48% | $33.65 | 1.03% | 0.01% | 868,701 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 5,215 | -488 | -8.56% | $154.14 | 1.02% | 0.00% | 864,876 | 2025-03-31 | ||||||
| V | VISA | 2,448 | -128 | -4.97% | $301.37 | 1.01% | 0.00% | 857,798 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 13,808 | +114 | +0.83% | $57.28 | 1.01% | 0.00% | 852,067 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 9,491 | +9,491 | Open | $92.35 | 1.01% | 0.00% | 851,912 | 2025-03-31 | ||||||
| IYW | ISHARES US TECHNOLOGY ETF | 6,045 | -471 | -7.23% | $157.97 | 1.00% | 0.00% | 848,960 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 5,481 | +222 | +4.22% | $176.34 | 1.00% | 0.00% | 847,632 | 2025-03-31 | ||||||
| CVX | CHEVRON | 5,035 | 0 | 0.00% | $152.68 | 1.00% | 0.00% | 842,305 | 2025-03-31 | ||||||
| T | AT&T | 29,681 | -8,253 | -21.76% | $22.50 | 0.99% | 0.00% | 839,392 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 2,190 | -241 | -9.91% | $407.70 | 0.95% | 0.00% | 802,694 | 2025-03-31 | ||||||
| DAR | DARLING INGREDIENTS | 25,386 | +3,067 | +13.74% | $37.54 | 0.94% | 0.02% | 793,059 | 2025-03-31 | ||||||
| COF | CAPITAL ONE FINANCIAL | 4,194 | -830 | -16.52% | $174.81 | 0.89% | 0.00% | 752,028 | 2025-03-31 | ||||||
| TDC | TERADATA | 32,608 | +2,678 | +8.95% | $30.66 | 0.87% | 0.03% | 733,028 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 6,924 | +748 | +12.11% | $104.99 | 0.86% | 0.00% | 727,189 | 2025-03-31 | ||||||
| AXP | AMERICAN EXPRESS | 2,600 | -386 | -12.93% | $286.40 | 0.83% | 0.00% | 699,577 | 2025-03-31 | ||||||
| APTV | APTIV | 11,610 | +11,610 | Open | $63.30 | 0.82% | 0.01% | 690,795 | 2025-03-31 | ||||||
| SIRI | SIRIUS XM | 29,982 | +9,442 | +45.97% | $24.86 | 0.80% | 0.01% | 675,947 | 2025-03-31 | ||||||
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | 20,736 | -441 | -2.08% | $30.06 | 0.77% | 0.00% | 651,323 | 2025-03-31 | ||||||
| FDX | FEDEX | 2,659 | -162 | -5.74% | $279.87 | 0.77% | 0.00% | 648,153 | 2025-03-31 | ||||||
| EQNR | EQUINOR ASA | 23,806 | +996 | +4.37% | $24.13 | 0.74% | 0.00% | 629,663 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 5,068 | 0 | 0.00% | $116.55 | 0.71% | 0.00% | 602,728 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 636 | -75 | -10.55% | $931.74 | 0.71% | 0.00% | 601,542 | 2025-03-31 | ||||||
| ADBE | ADOBE | 1,562 | +189 | +13.77% | $482.88 | 0.71% | 0.00% | 599,074 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 7,603 | -703 | -8.46% | $74.88 | 0.70% | 0.00% | 595,141 | 2025-03-31 | ||||||