SL GREEN RLTY CORPSLG |
| 6.39% | 5.69% | $12.6M | 243,802 | $9.3M | 252,225 | -8,423-3.34% | Reduce |
| AAlphabet Inc Class CGOOG |
| 5.86% | 6.03% | $11.6M | 32,765 | $9.9M | 34,415 | -1,650-4.79% | Reduce |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 5.72% | 5.78% | $11.3M | 150,149 | $9.5M | 126,645 | +23,504+18.56% | Add |
| VVANGUARD INDEX FDSVOO |
| 5.11% | 4.6% | $10.1M | 14,692 | $7.5M | 12,601 | +2,091+16.59% | Add |
| IINVESCO QQQ TRVOO |
| 4.7% | 4.03% | $9.3M | 12,594 | $6.6M | 11,425 | +1,169+10.23% | Add |
BOEING COBA |
| 4.54% | 5.17% | $9.0M | 41,428 | $8.5M | 42,566 | -1,138-2.67% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 3.66% | 3.68% | $7.2M | 87,446 | $6.0M | 72,869 | +14,577+20.00% | Add |
ALPHABET INCGOOGL |
| 3.56% | 3.51% | $7.0M | 19,688 | $5.7M | 19,991 | -303-1.52% | Reduce |
NVIDIA CORPORATIONNVDA |
| 3.49% | 3.74% | $6.9M | 34,467 | $6.1M | 35,143 | -676-1.92% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 2.91% | 3.1% | $5.7M | 26,326 | $5.1M | 25,912 | +414+1.60% | Add |
APPLE INCAAPL |
| 2.56% | 2.81% | $5.1M | 17,467 | $4.6M | 18,118 | -651-3.59% | Reduce |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 2.5% | 2.74% | $4.9M | 20,830 | $4.5M | 20,858 | -28-0.13% | Reduce |
| IISHARES TRIMCG |
| 2.33% | 1.82% | $4.6M | 46,859 | $3.0M | 37,922 | +8,937+23.57% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 2.07% | 1.62% | $4.1M | 25,846 | $2.7M | 17,960 | +7,886+43.91% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.05% | 2.14% | $4.1M | 47,090 | $3.5M | 8,024 | +39,066+486.86% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.93% | 1.67% | $3.8M | 23,956 | $2.7M | 18,650 | +5,306+28.45% | Add |
PALANTIR TECHNOLOGIES INCPLTR |
| 1.84% | 2.87% | $3.6M | 31,064 | $4.7M | 32,169 | -1,105-3.43% | Reduce |
AMAZON COM INCAMZN |
| 1.66% | 1.76% | $3.3M | 13,785 | $2.9M | 13,850 | -65-0.47% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.62% | 1.28% | $3.2M | 94,233 | $2.1M | 71,837 | +22,396+31.18% | Add |
| EENERGY TRANSFER L PET |
| 1.59% | 1.95% | $3.1M | 163,930 | $3.2M | 165,169 | -1,239-0.75% | Reduce |
ORACLE CORPORCL |
| 1.25% | 1.46% | $2.5M | 16,847 | $2.4M | 16,201 | +646+3.99% | Add |
| SSTATE STREETSPYM |
| 1.24% | 1.25% | $2.4M | 27,762 | $2.0M | 26,692 | +1,070+4.01% | Add |
TESLA INCTSLA |
| 1.21% | 1.28% | $2.4M | 5,657 | $2.1M | 5,619 | +38+0.68% | Add |
EXXON MOBIL CORPXOM |
| 1.15% | 1.74% | $2.3M | 16,619 | $2.8M | 16,775 | -156-0.93% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 1.04% | 0.58% | $2.1M | 40,780 | $946,146 | 18,965 | +21,815+115.03% | Add |
VORNADO RLTY TRVNO |
| 0.92% | 1.11% | $1.8M | 45,991 | $1.8M | 70,214 | -24,223-34.50% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.91% | 0.85% | $1.8M | 56,922 | $1.4M | 45,206 | +11,716+25.92% | Add |
MICROSOFT CORPMSFT |
| 0.89% | 1.01% | $1.8M | 4,711 | $1.6M | 4,447 | +264+5.94% | Add |
| FFIDELITY COVINGTON TRUSTFDVV |
| 0.83% | 0.73% | $1.6M | 27,225 | $1.2M | 21,514 | +5,711+26.55% | Add |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.73% | 0.82% | $1.4M | 18,767 | $1.3M | 19,057 | -290-1.52% | Reduce |
| CCAVA GROUP INCCAVA |
| 0.68% | 0.85% | $1.3M | 17,170 | $1.4M | 17,202 | -32-0.19% | Reduce |
ADVANCED MICRO DEVICES INCAMD |
| 0.63% | 0.18% | $1.2M | 2,142 | $297,211 | 1,461 | +681+46.61% | Add |
ELI LILLY & COLLY |
| 0.63% | 0.78% | $1.2M | 1,033 | $1.3M | 1,385 | -352-25.42% | Reduce |
CROWDSTRIKE HLDGS INCCRWD |
| 0.61% | 0.37% | $1.2M | 1,590 | $603,177 | 1,545 | +45+2.91% | Add |
| VVANGUARD INDEX FDSVB |
| 0.58% | 0.24% | $1.1M | 3,748 | $386,857 | 1,477 | +2,271+153.76% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.57% | 0.81% | $1.1M | 33,560 | $1.3M | 34,403 | -843-2.45% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.56% | 0.42% | $1.1M | 2,325 | $687,462 | 2,034 | +291+14.31% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.56% | 0.59% | $1.1M | 1,486 | $963,028 | 1,481 | +5+0.34% | Add |
| IISHARES COREIJR |
| 0.56% | 0.6% | $1.1M | 7,400 | $989,746 | 7,962 | -562-7.06% | Reduce |
| IISHARES S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.55% | 0.53% | $1.1M | 6,053 | $872,196 | 6,027 | +26+0.43% | Add |
META PLATFORMS INCMETA |
| 0.54% | 1.42% | $1.1M | 1,900 | $2.3M | 4,056 | -2,156-53.16% | Reduce |
PLAINS ALL AMERN PIPELINE LPAA |
| 0.53% | 0.69% | $1.0M | 46,634 | $1.1M | 50,947 | -4,313-8.47% | Reduce |
BROADCOM INCAVGO |
| 0.52% | 0.47% | $1.0M | 2,710 | $770,993 | 2,491 | +219+8.79% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.49% | 0.4% | $967,348 | 5,077 | $654,846 | 4,927 | +150+3.04% | Add |
| VVANGUARD NY TAX FREE FDSMUNY |
| 0.49% | — | $960,374 | 9,234 | $0 | 0 | +9,234 | New Buy |
| IISHARES TRIWY |
| 0.48% | 0.49% | $953,637 | 3,281 | $798,290 | 3,208 | +73+2.28% | Add |
| WWISDOMTREE JAPANDXJ |
| 0.46% | 0.46% | $908,376 | 5,235 | $759,440 | 4,789 | +446+9.31% | Add |
| IISHARES TRDGRO |
| 0.46% | 0.33% | $902,804 | 11,912 | $532,860 | 7,593 | +4,319+56.88% | Add |
VERIZON COMMUNICATIONS INCVZ |
| 0.44% | 0.68% | $864,028 | 20,407 | $1.1M | 22,330 | -1,923-8.61% | Reduce |
| VVANGUARD SMALLVBR |
| 0.42% | 0.27% | $837,437 | 3,446 | $442,161 | 2,035 | +1,411+69.34% | Add |