Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BARRETT & COMPANY, INC.

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0000887602-25-000003

Total Value
$232.3M
Positions
620
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290876975,109$20.6M8.89%
2ISHARES TR46429B697147,708$13.8M5.96%
3ISHARES TR464287309127,402$11.8M5.10%
4NVIDIA CORPORATIONNVDA97,231$10.5M4.54%
5ISHARES TR46428810993,097$7.6M3.27%
6ISHARES TR46428720012,331$6.9M2.99%
7APPLE INCAAPL30,530$6.8M2.92%
8ISHARES TR46434V38191,074$5.2M2.26%
9VANGUARD INDEX FDS92290873612,694$4.7M2.03%
10FIRST TR VALUE LINE DIVID IN33734H106103,808$4.6M1.99%
11VANGUARD INTL EQUITY INDEX F92204277573,246$4.4M1.91%
12AMAZON COM INCAMZN23,107$4.4M1.89%
13SPDR S&P MIDCAP 400 ETF TRMDY8,122$4.3M1.87%
14FIRST TR EXCHANGE-TRADED FD33733E10447,924$4.3M1.85%
15VANGUARD INDEX FDS92290874424,780$4.3M1.84%
16SPDR SER TR78464A20151,434$4.3M1.84%
17SPDR S&P 500 ETF TRSPY7,228$4.0M1.74%
18META PLATFORMS INCMETA6,782$3.9M1.68%
19VANGUARD SPECIALIZED FUNDS92190884417,624$3.4M1.47%
20MICROSOFT CORPMSFT8,496$3.2M1.37%
21VANGUARD TAX-MANAGED FDS92194385861,913$3.1M1.36%
22VANGUARD INDEX FDS92290875112,496$2.8M1.19%
23JPMORGAN CHASE &CO.VYLD10,856$2.7M1.15%
24CAPITAL GROUP GROWTH ETF14020G10157,698$2.0M0.85%
25PACER FDS TR69374H85751,802$1.9M0.84%
26FIRST TR EXCHANGE TRADED FD33738R50630,914$1.8M0.78%
27M &T BK CORP55261F1049,972$1.8M0.77%
28EXXON MOBIL CORPXOM14,632$1.7M0.75%
29ALPHABET INCGOOG10,772$1.7M0.73%
30NEWTEKONE INCNEWTP137,276$1.6M0.71%
31JOHNSON &JOHNSONJNJ9,605$1.6M0.69%
32ISHARES TR4642875988,123$1.5M0.66%
33PROCTER AND GAMBLE CO7427181098,911$1.5M0.65%
34ALPHABET INCGOOG9,077$1.4M0.60%
35FIRST TR EXCHANGE-TRADED FD33739Q70526,122$1.3M0.57%
36HOWMET AEROSPACE INCHWM9,856$1.3M0.55%
37ISHARES TR46435UAA951,698$1.3M0.54%
38FIRST TR EXCHANGE-TRADED FD33739Q20024,670$1.2M0.52%
39INVESCO EXCHANGE TRADED FD TIVZ6,631$1.1M0.49%
40CHEVRON CORP NEWCVX6,412$1.1M0.46%
41ISHARES TR46434VBD140,169$1.0M0.44%
42ISHARES TR46436E86641,880$978,7400.42%
43ISHARES TR46436E85842,619$977,6810.42%
44VANGUARD INDEX FDS9229083631,748$898,2930.39%
45SCHWAB STRATEGIC TR80852410241,502$893,5310.39%
46METLIFE INCMET-PF11,127$893,3770.38%
47BANK AMERICA CORP06050510421,133$881,8790.38%
48TEXTRON INCTXT12,031$869,2030.37%
49CAPITAL GROUP DIVIDEND VALUE14020W10624,380$868,9050.37%
50INVESCO EXCHANGE TRADED FD TIVZ39,628$850,8140.37%
51HEICO CORP NEWHEI-A3,166$845,9410.36%
52QUALCOMM INCQCOM5,477$841,3250.36%
53VANGUARD BD INDEX FDS92193782710,561$826,7180.36%
54VANGUARD INTL EQUITY INDEX F92204285818,183$822,9550.35%
55DIMENSIONAL ETF TRUST25434V20325,834$806,7890.35%
56ISHARES INC46434G10311,403$802,6000.35%
57PACER FDS TR69374H88114,638$801,5570.35%
58ISHARES TR46436E84133,613$753,6030.32%
59ISHARES TR4642878047,070$739,3370.32%
60AON PLCAON1,843$735,5230.32%
61ISHARES TR4642874578,381$693,3980.30%
62DIMENSIONAL ETF TRUST25434V10417,692$680,0980.29%
63INTERNATIONAL BUSINESS MACHSINTR2,723$676,7790.29%
64VANGUARD SCOTTSDALE FDS92206C4098,247$650,9830.28%
65EMERSON ELEC COEMR5,721$627,2820.27%
66ABBVIE INCABBV2,959$619,9270.27%
67CROWDSTRIKE HLDGS INCCRWD1,750$617,0150.27%
68ELI LILLY &COLLY740$611,1780.26%
69ISHARES TR46435GAA024,419$591,1830.25%
70FIRST TR NAS100 EQ WEIGHTED3373441054,869$588,7990.25%
71PACER FDS TR69374H87318,231$572,6330.25%
72MERCK &CO INCMRK6,227$558,9600.24%
73ISHARES INC46428631920,284$553,5600.24%
74OLD REP INTL CORP68022310413,173$516,6360.22%
75VANGUARD INDEX FDS9229085535,691$515,2370.22%
76ISHARES TR4642878795,192$506,1320.22%
77VANGUARD BD INDEX FDS9219378356,886$505,8020.22%
78VANGUARD BD INDEX FDS9219378196,487$496,7150.21%
79BERKSHIRE HATHAWAY INC DELBRK-A911$484,9140.21%
80XYLEM INCXYL4,056$484,5890.21%
81ISHARES TR46435U51519,075$481,8360.21%
82UNITEDHEALTH GROUP INCUNH919$481,3260.21%
83CISCO SYS INCCSCO7,567$466,9290.20%
84ISHARES TR4642871683,406$457,4060.20%
85ISHARES TR46436E83319,465$433,0960.19%
86SPDR GOLD TRGLD1,501$432,4980.19%
87BOSTON SCIENTIFIC CORPBSX4,242$427,9330.18%
88GE AEROSPACE3696043012,070$414,2450.18%
89FIRST TR EXCHANGE-TRADED FD33741X10211,914$399,1180.17%
90VANGUARD WHITEHALL FDS9219464063,075$396,5700.17%
91SCHWAB STRATEGIC TR80852487014,702$395,3370.17%
92VANGUARD CHARLOTTE FDS92203J4077,994$390,2730.17%
93BRISTOL-MYERS SQUIBB COCELG-RI6,273$382,5600.16%
94CVS HEALTH CORPCVS5,547$375,8040.16%
95LOWES COS INC5486611071,589$370,6020.16%
96PFIZER INCPFE14,551$368,7160.16%
97ISHARES TR46429B6632,982$361,1930.16%
98VERIZON COMMUNICATIONS INCVZ7,652$347,0820.15%
99DISNEY WALT CO2546871063,414$336,9140.15%
100BANK NEW YORK MELLON CORP0640581003,920$328,7700.14%
101CONOCOPHILLIPSCOP3,102$325,7970.14%
102AMERICAN WTR WKS CO INC NEW0304201032,194$323,6000.14%
103SELECT SECTOR SPDR TR81369Y8031,561$322,3150.14%
104ISHARES TR4642885133,980$314,0150.14%
105AT&T INCT-PC11,062$312,8310.13%
106AMGEN INCAMGN1,001$311,8090.13%
107VANGUARD SCOTTSDALE FDS92206C7716,632$307,1140.13%
108ISHARES TR4642871502,506$305,7590.13%
109MASTERCARD INCORPORATEDMA555$304,2070.13%
110HONEYWELL INTL INC4385161061,380$292,2400.13%
111NIKE INCNKE4,595$291,6960.13%
112PEMBINA PIPELINE CORPPPLOF7,167$286,8950.12%
113VANGUARD INDEX FDS9229086291,093$282,6390.12%
114ISHARES TR4642874081,482$282,3900.12%
115ISHARES TR46432F8344,005$279,5810.12%
116FIRST TR EXCHNG TRADED FD VI33740U76012,098$271,5630.12%
117VANGUARD ADMIRAL FDS INC9219327783,104$260,5000.11%
118ISHARES TR4642886878,409$258,4020.11%
119COHEN &STEERS LTD DURATION19248C10512,658$257,7190.11%
120SELECT SECTOR SPDR TR81369Y8606,008$251,4450.11%
121ABBOTT LABSABLZF1,875$248,7190.11%
122PIMCO ETF TR72201R8332,432$244,7140.11%
123LOCKHEED MARTIN CORPLMT542$242,2430.10%
124ISHARES TR4642882083,205$237,4320.10%
125ISHARES TR4642884487,652$237,3590.10%
126CAPITAL GROUP GBL GROWTH EQT14020X1048,209$232,5500.10%
127PAYPAL HLDGS INCPYPL3,560$232,2900.10%
128ENERGY TRANSFER L PET-PI11,892$221,0810.10%
129MCDONALDS CORPMCD704$219,9290.09%
130VISA INCV596$209,0190.09%
131PEPSICO INCPEP1,374$206,0180.09%
132DUKE ENERGY CORP NEWDUKB1,651$201,4090.09%
133PROSPECT CAP CORPPSEC-PA48,649$199,4600.09%
134COCA COLA COKO2,781$199,1480.09%
135ADVANCED MICRO DEVICES INCAMD1,925$197,7750.09%
136ROYCE SMALL CAP TRUST INCRVT13,712$195,2600.08%
137ISHARES TR4642876711,531$194,5480.08%
138ISHARES TR4642887033,276$194,2830.08%
139CARLYLE GROUP INCCGABL4,406$192,0710.08%
140PALO ALTO NETWORKS INCPANW1,122$191,4580.08%
141VANGUARD SCOTTSDALE FDS92206C8702,307$188,6150.08%
142NORTHERN TR CORPNTRSO1,900$187,4350.08%
143BLACKSTONE INCBX1,341$187,4240.08%
144J P MORGAN EXCHANGE TRADED F46641Q8373,675$186,0650.08%
145SPDR SER TR78468R8041,054$183,4430.08%
146WASTE MGMT INC DEL94106L109792$183,2690.08%
147NB BANCORP INCNBBK10,000$180,7000.08%
148PAYCHEX INCPAYX1,120$172,7940.07%
149CAPITAL ONE FINL CORP14040H105925$165,9440.07%
150FIRST TR EXCHANGE-TRADED FD33733E203960$163,3100.07%
151ISHARES TR46434V6212,600$160,6280.07%
152TESLA INCTSLA617$159,9020.07%
153GOLDMAN SACHS GROUP INCGSCE290$158,5510.07%
154WASHINGTON TR BANCORP INC9406101085,128$158,2400.07%
155GE VERNOVA INCGEV509$155,4110.07%
156EATON CORP PLCETN568$154,3990.07%
157VANGUARD ADMIRAL FDS INC9219327941,422$151,9830.07%
158EASTGROUP PPTYS INC277276101850$149,7280.06%
159AFLAC INCAFL1,339$148,8500.06%
160ENTERPRISE PRODS PARTNERS L2937921074,204$143,5260.06%
161ISHARES TR4642875072,385$139,1650.06%
162ISHARES BITCOIN TRUST ETFIBIT2,955$138,3240.06%
163NAPCO SEC TECHNOLOGIES INC6304021055,999$138,1030.06%
164RTX CORPORATIONRTX1,038$137,5500.06%
165SOUTHERN COSOMN1,486$136,6380.06%
166EASTERN BANKSHARES INCEBC8,176$134,0860.06%
167ISHARES TR46436E8256,150$133,8860.06%
168FIRST TR EXCHANGE-TRADED FD33738D8047,000$132,5800.06%
169EXCHANGE LISTED FDS TR30151E5331,577$123,3740.05%
170CAPITAL GROUP EQUITY ETF TR14022A1025,125$122,4360.05%
171HOME DEPOT INCHD334$122,3100.05%
172ISHARES TR4642871761,088$120,8660.05%
173SUPER MICRO COMPUTER INCSMCI3,485$119,3260.05%
174SCHWAB CHARLES CORPSCHW-PJ1,514$118,5160.05%
175L3HARRIS TECHNOLOGIES INCLHX559$116,9940.05%
176INVESCO EXCHANGE TRADED FD TIVZ2,894$116,9330.05%
177GSK PLCGLAXF2,993$115,9580.05%
178STONE RIDGE TR86172A2491,300$114,9760.05%
179SELECT SECTOR SPDR TR81369Y407564$111,4000.05%
180CAPITAL GRP FIXED INCM ETF T14020Y1024,954$111,2110.05%
181BOEING COBA-PA650$110,9250.05%
182ISHARES TR46429B7471,051$108,7620.05%
183ISHARES TR4642874651,298$106,0970.05%
184SELECT SECTOR SPDR TR81369Y6052,129$106,0530.05%
185REDDIT INCRDDT1,000$104,9000.05%
186MARRIOTT INTL INC NEW571903202430$102,4260.04%
187SELECT SECTOR SPDR TR81369Y209699$102,0860.04%
188CALAMOS STRATEGIC TOTAL RETUCSQ6,249$101,1090.04%
189CHIPOTLE MEXICAN GRILL INCCMG2,000$100,4200.04%
190FEDEX CORPFDX411$100,1040.04%
191VANGUARD ADMIRAL FDS INC921932869968$99,8560.04%
192ROYAL CARIBBEAN GROUPV7780T103485$99,6390.04%
193DUPONT DE NEMOURS INCDD1,327$99,0930.04%
194ILLINOIS TOOL WKS INC452308109397$98,4120.04%
195ISHARES TR4642882811,083$98,0940.04%
196FRANKLIN LTD DURATION INCOMEFTF14,733$95,1790.04%
197ISHARES TR464287739988$94,5710.04%
198ISHARES TR46429B6891,212$94,4390.04%
199MASIMO CORPMASI567$94,3970.04%
200ALTRIA GROUP INCMO1,562$93,7250.04%
201CORNING INCGLW2,036$93,2130.04%
202TIDAL ETF TR8863642315,100$92,6930.04%
203GENERAL DYNAMICS CORPGD339$92,4050.04%
2043M COMMM627$92,1450.04%
205AMPLIFY ETF TR0321086641,256$90,1800.04%
206VANGUARD SCOTTSDALE FDS92206C623482$89,8150.04%
207EATON VANCE LIMITED DURATIONETN8,952$89,3410.04%
208CATERPILLAR INCCAT268$88,4670.04%
209ISHARES TR46434V2821,496$86,5880.04%
210CALAMOS CONV OPPORTUNITIES &1281171089,000$86,3100.04%
211BROWN FORMAN CORPBF-B2,494$84,6460.04%
212ISHARES TR464287242778$84,5610.04%
213NETFLIX INCNFLX91$84,5390.04%
214UNION PAC CORPUNP341$80,5580.03%
215NATIONAL GRID PLCNMPWP1,223$80,2410.03%
216CAPITAL GRP FIXED INCM ETF T14020Y5083,050$80,1540.03%
217NOVO-NORDISK A SNONOF1,148$79,7110.03%
218NEUBERGER BERMAN ETF TRUST64135A8043,326$79,6240.03%
219COMCAST CORP NEWCCZ2,155$79,5100.03%
220VANGUARD ADMIRAL FDS INC921932885792$78,1700.03%
221ISHARES TR464287556604$77,2870.03%
222PITNEY BOWES INCPBI-PB8,500$76,9250.03%
223GENERAL MLS INC3703341041,260$75,3350.03%
224NUVEEN MUN VALUE FD INCNU8,445$74,0630.03%
225FIRST TR EXCHANGE TRADED FD33738R6622,000$73,2800.03%
226BLACKROCK TECH AND PRIVATE EBLK11,493$71,9460.03%
227AGILENT TECHNOLOGIES INCA610$71,3580.03%
228TARGET CORPTGT676$70,5570.03%
229SHELL PLCRYDAF951$69,6890.03%
230ISHARES TR46436E2053,000$69,3900.03%
231NEXTERA ENERGY INCNEE-PW976$69,1890.03%
232DOVER CORPDOV390$68,5150.03%
233SMUCKER J M CO832696405570$67,5390.03%
234KRAFT HEINZ COKHC2,200$66,9600.03%
235INTEL CORPINTC2,919$66,2820.03%
236ISHARES TR464287101240$64,9040.03%
237INVESCO EXCH TRADED FD TR IIIVZ2,675$64,8420.03%
238ISHARES TR464287499749$63,7170.03%
239FIDELITY COVINGTON TRUST31609A4042,138$63,6130.03%
240WORLD GOLD TRGLDW1,020$63,1280.03%
241INVESCO QQQ TRIVZ134$62,5970.03%
242SCHWAB STRATEGIC TR8085246072,662$62,3710.03%
243VANGUARD WORLD FD92204A702113$61,5040.03%
244CONSOLIDATED EDISON INCED540$59,7450.03%
245CME GROUP INCCME225$59,6900.03%
246VANGUARD STAR FDS921909768950$58,9950.03%
247ISHARES GOLD TRIAU1,000$58,9600.03%
248WEC ENERGY GROUP INCWEC540$58,8490.03%
249ARK ETF TR00214Q1041,231$58,5690.03%
250OLIN CORPOLN2,399$58,1600.03%
251ALLSTATE CORPALL-PJ275$56,9440.02%
252STARBUCKS CORPSBUX580$56,8920.02%
253NUVEEN SELECT MAT MUN FDNU6,000$55,9200.02%
254DRAFTKINGS INC NEWDKNG1,675$55,6270.02%
255AMERICAN ELEC PWR CO INC025537101506$55,2830.02%
256VANGUARD INDEX FDS922908652320$55,1230.02%
257CORTEVA INCCTVA867$54,5750.02%
258DANAHER CORPORATION235851102265$54,3250.02%
259BP PLCBPPFF1,604$54,2060.02%
260PHILIP MORRIS INTL INC718172109339$53,8200.02%
261BROWN FORMAN CORPBF-B1,580$52,8820.02%
262SEAGATE TECHNOLOGY HLDNGS PLSE619$52,5840.02%
263WISDOMTREE TRWT1,050$51,9960.02%
264ISHARES TR46438G5052,000$51,9620.02%
265VANGUARD INDEX FDS922908538210$51,3740.02%
266ISHARES TR46438G4062,000$51,3400.02%
267COPART INCCPRT890$50,3650.02%
268SELECT SECTOR SPDR TR81369Y308615$50,2270.02%
269ISHARES TR4642887781,077$50,2100.02%
270SERVICENOW INCNOW63$50,1570.02%
271ZSCALER INCZS250$49,6050.02%
272ITT INCITT384$49,5970.02%
273DOW INCDOW1,404$49,0300.02%
274LAM RESEARCH CORPLRCX668$48,5860.02%
275SELECT SECTOR SPDR TR81369Y506513$47,9340.02%
276GE HEALTHCARE TECHNOLOGIES IGEHC593$47,8960.02%
277MANULIFE FINL CORP56501R1061,535$47,8100.02%
278SCHWAB STRATEGIC TR8085247971,698$47,4800.02%
279VANGUARD WORLD FD92204A876275$46,9730.02%
280EATON VANCE TAX-MANAGED DIVEETN3,250$46,3450.02%
281ISHARES TR46438G6041,750$45,9990.02%
282ISHARES TR46438G7031,750$45,9550.02%
283KEYSIGHT TECHNOLOGIES INCKEYS305$45,6800.02%
284TRADEWEB MKTS INC892672106300$44,5380.02%
285ISHARES TR464287440460$43,8700.02%
286LINCOLN NATL CORP IND5341871091,200$43,0920.02%
287ISHARES TR464287655216$43,0900.02%
288CYBERARK SOFTWARE LTDM2682V108125$42,2500.02%
289NUVEEN REAL ASSET INCOME &G67074Y1053,250$42,0550.02%
290ISHARES TR464288646800$41,8960.02%
291MICRON TECHNOLOGY INCMU474$41,1980.02%
292COSTCO WHSL CORP NEW22160K10543$40,6790.02%
293TRANE TECHNOLOGIES PLCTT120$40,4300.02%
294VANGUARD INTL EQUITY INDEX F922042718346$39,9970.02%
295FRANKLIN TEMPLETON ETF TRFGDL1,500$39,9450.02%
296KINDER MORGAN INC DELEP-PC1,400$39,9420.02%
297SYSCO CORPSYY532$39,9320.02%
298VANGUARD ADMIRAL FDS INC921932505119$39,7780.02%
299DELTA AIR LINES INC DELDAL900$39,2400.02%
300SPOTIFY TECHNOLOGY S ASPOT70$38,5020.02%
301PALANTIR TECHNOLOGIES INCPLTR450$37,9800.02%
302PRUDENTIAL FINL INCPUKPF339$37,8600.02%
303IDEXX LABS INC45168D10490$37,7950.02%
304VANECK ETF TRUST92189F4112,250$37,7100.02%
305DEERE &CODE80$37,6230.02%
306MARVELL TECHNOLOGY INCMRVL600$36,9420.02%
307FAIR ISAAC CORPFICO20$36,8830.02%
308ISHARES TR46436E5931,850$36,3710.02%
309SENTINELONE INCS2,000$36,3600.02%
310TERADYNE INCTER440$36,3440.02%
311HALEON PLCHLNCF3,486$35,8690.02%
312EATON VANCE TAX-MANAGED GLOBETN4,350$35,4090.02%
313IRON MTN INC DEL46284V101400$34,4160.01%
314WELLS FARGO CO NEW949746101477$34,2550.01%
315WEST PHARMACEUTICAL SVSC INC955306105149$33,3580.01%
316INTERNATIONAL PAPER CO460146103623$33,2410.01%
317EATON VANCE TAX-MANAGED BUY-ETN2,500$33,0250.01%
318CAPITAL GROUP CORE EQUITY ET14020V108987$32,9680.01%
319EATON VANCE SHORT DURATION DETN3,000$32,9400.01%
320DIMENSIONAL ETF TRUST25434V401536$32,4170.01%
321SPDR SER TR78464A631202$32,4010.01%
322CONSTELLATION ENERGY CORPCEG160$32,2800.01%
323UNUM GROUPUNMA396$32,2580.01%
324FIRST TR EXCHANGE TRAD FD VI33739H1011,246$31,7940.01%
325SPDR SER TR78464A409395$31,7460.01%
326ACCENTURE PLC IRELANDACN100$31,2040.01%
327CSX CORPCSX1,046$30,7890.01%
328AUTOMATIC DATA PROCESSING INADP100$30,5530.01%
329REPUBLIC SVCS INC760759100125$30,2700.01%
330HEALTHPEAK PROPERTIES INCDOC1,489$30,1090.01%
331INVESCO EXCHANGE TRADED FD TIVZ300$29,9940.01%
332INVESCO EXCH TRADED FD TR IIIVZ400$29,8880.01%
333SALESFORCE INCCRM110$29,5200.01%
334VANGUARD WORLD FD92204A603119$29,5030.01%
335CLOROX CO DELCLX200$29,4500.01%
336ADOBE INCADBE75$28,7650.01%
337KIMBERLY-CLARK CORPKMB200$28,4440.01%
338INVESCO EXCHANGE TRADED FD TIVZ750$28,3940.01%
339COLGATE PALMOLIVE COCL300$28,1100.01%
340ROYCE MICRO-CAP TR INCRMT3,250$27,3970.01%
341DIAGEO PLCDGEAF260$27,2450.01%
342PIONEER HIGH INCOME FUND INC72369H1063,500$27,0900.01%
343HARTFORD INSURANCE GROUP INCHIG-PG218$26,9730.01%
344BLACKROCK ETF TRUSTBLK445$26,9690.01%
345NISOURCE INCNI650$26,0590.01%
346ISHARES TR464287432286$26,0350.01%
347COINBASE GLOBAL INCCOIN150$25,8350.01%
348COMFORT SYS USA INC19990810480$25,7860.01%
349ISHARES TR46432F339150$25,6340.01%
350GENERAC HLDGS INCGNRC200$25,3300.01%
351THERMO FISHER SCIENTIFIC INCTMO50$24,8800.01%
352EATON VANCE SR FLTNG RTE TRETN2,000$24,5000.01%
353ISHARES TR464287630159$24,0060.01%
354UNILEVER PLCUNLYF400$23,8200.01%
355YUM BRANDS INCYUM150$23,6040.01%
356UBER TECHNOLOGIES INCUBER320$23,3150.01%
357SOFI TECHNOLOGIES INCSOFI2,000$23,2600.01%
358SPDR SER TR78468R853562$22,9070.01%
359CLOUGH GLOBAL OPPORTUNITIESGLO4,670$22,8360.01%
360ENBRIDGE INCENNPF512$22,6660.01%
361EXELON CORPEXC492$22,6610.01%
362SPDR SER TR78468R739476$22,6580.01%
363TOTALENERGIES SETTE350$22,6410.01%
364ALLIANT ENERGY CORPLNT350$22,5230.01%
365MARKEL GROUP INCMKL12$22,4350.01%
366BROADCOM INCAVGO133$22,2680.01%
367ISHARES TR464287341523$21,9990.01%
368PPL CORPPPLC600$21,6660.01%
369DIMENSIONAL ETF TRUST25434V807549$21,6090.01%
370NUVEEN FLOATING RATE INCOME67072T1082,467$20,8970.01%
371OTIS WORLDWIDE CORPOTIS200$20,6400.01%
372UNIVERSAL HEALTH RLTY INCOME91359E105500$20,4800.01%
373ISHARES TR464288372374$20,4720.01%
374FISERV INCFISV90$19,8750.01%
375FIRST TR EXCHANGE TRADED FD33734X176150$19,8370.01%
376ESSENTIAL UTILS INC29670G102500$19,7650.01%
377SELECT SECTOR SPDR TR81369Y704150$19,6610.01%
378DBX ETF TR233051481362$19,4200.01%
379FIRST TR EXCHANGE-TRADED FD33733B100191$19,2440.01%
380VANGUARD WELLINGTON FD921935508125$18,9640.01%
381ZOETIS INCZTS115$18,9350.01%
382ORACLE CORPORCL-PD135$18,8740.01%
383PPG INDS INC693506107172$18,7750.01%
384VANGUARD WORLD FD92204A20786$18,7730.01%
385CITIGROUP INCC-PR264$18,7530.01%
386EATON VANCE TAX-MANAGED GLOBETN2,250$18,5630.01%
387ADAM NAT RES FD INC00548F105800$18,2480.01%
388PUTNAM PREMIER INCOME TRPPT5,000$18,0500.01%
389WALMART INCWMT204$17,9090.01%
390FIDELITY COVINGTON TRUST316092204211$17,8710.01%
391INTUITIVE SURGICAL INCISRG36$17,8300.01%
392REALTY INCOME CORPO302$17,5430.01%
393FIRST TR EXCHANGE TRADED FD33738R720425$17,2850.01%
394DIREXION SHS ETF TR25459W862123$17,2530.01%
395HANCOCK JOHN PFD INCOME FD I41021P1031,112$16,6850.01%
396TPG INCTPGXL350$16,6000.01%
397ASML HOLDING N VASMLF25$16,5660.01%
398WEYERHAEUSER CO MTN BEWY561$16,4330.01%
399ARK ETF TR00214Q203247$16,3620.01%
400ISHARES TR46429B267692$15,9060.01%
401CARVANA COCVNA75$15,6810.01%
402STRYKER CORPORATIONSYK42$15,6350.01%
403ALPS ETF TR00162Q452300$15,5820.01%
404WARNER BROS DISCOVERY INCWBD1,447$15,5260.01%
405FIDELITY COVINGTON TRUST31609280896$15,4090.01%
406WELLTOWER INCWELL100$15,3210.01%
407ISHARES TR464287226153$15,1340.01%
408ISHARES U S ETF TR46431W507296$15,0570.01%
409HUNTINGTON BANCSHARES INCHBANP1,000$15,0100.01%
410WISDOMTREE TRWT342$14,8430.01%
411MGM RESORTS INTERNATIONALMGM500$14,8200.01%
412VANECK ETF TRUST92189F67670$14,8030.01%
413EVEREST GROUP LTDEG40$14,5330.01%
414NEWELL BRANDS INCNWL2,321$14,3930.01%
415EOG RES INCEOG112$14,3860.01%
416EATON VANCE ENHANCED EQUITYETN750$14,0700.01%
417KYNDRYL HLDGS INCKD447$14,0360.01%
418PRICE T ROWE GROUP INCTROW150$13,7800.01%
419THE CAMPBELLS COMPANYCPB340$13,5730.01%
420SELECT SECTOR SPDR TR81369Y886169$13,3360.01%
421ALIBABA GROUP HLDG LTDBBAAY100$13,2230.01%
422COHEN &STEERS SELECT PFD &19248Y107650$12,9930.01%
423SPDR SER TR78464A359167$12,7960.01%
424EDISON INTL281020107216$12,7270.01%
425US BANCORP DELUSB-PS300$12,6660.01%
426PHILLIPS 66PSX100$12,3240.01%
427MOTOROLA SOLUTIONS INCMSI28$12,2590.01%
428CARNIVAL CORPCUKPF627$12,2430.01%
429AEROVIRONMENT INCAVAV100$11,9190.01%
430DIGITAL RLTY TR INC25386810380$11,4630.00%
431GLOBAL X FDS37954Y673300$11,3120.00%
432EBAY INC.EBAY167$11,2910.00%
433INVESCO EXCH TRADED FD TR IIIVZ275$11,0360.00%
434SELECT SECTOR SPDR TR81369Y852114$10,9950.00%
435ATLASSIAN CORPORATIONTEAM50$10,6100.00%
436RAYONIER INCRYN379$10,5670.00%
437ISHARES TR46428866189$10,5140.00%
438VIATRIS INCVTRS1,183$10,3090.00%
439VANGUARD WORLD FD92204A80154$10,1600.00%
440BXP INCBXP150$10,0790.00%
441TEXAS INSTRS INC88250810456$9,9690.00%
442ISHARES TR46428788780$9,9600.00%
443SOLVENTUM CORPSOLV130$9,8850.00%
444INTERCONTINENTAL EXCHANGE IN45866F10455$9,4880.00%
445PAR TECHNOLOGY CORPPAR150$9,2010.00%
446BECTON DICKINSON &COBDX40$9,1620.00%
447TJX COS INC NEW87254010974$9,0130.00%
448CITIZENS FINL GROUP INCCIA218$8,9310.00%
449THE CIGNA GROUP12552310027$8,8830.00%
450VANGUARD SCOTTSDALE FDS92206C706147$8,7320.00%
451FIRST TR EXCHANGE-TRADED FD33733E30239$8,6640.00%
452CHURCH &DWIGHT CO INCCHD78$8,6210.00%
453IDACORP INCIDA74$8,6000.00%
454AMERICAN TOWER CORP NEW03027X10039$8,4860.00%
455ROSS STORES INCROST66$8,4790.00%
456DOMINION ENERGY INCD150$8,4110.00%
457CROWN CASTLE INCCCI80$8,3380.00%
458TILRAY BRANDS INCTLRY12,609$8,2900.00%
459FIDELITY NATL INFORMATION SV31620M106109$8,1610.00%
460CAPITAL GRP FIXED INCM ETF T14020Y201300$8,0460.00%
461VANGUARD WORLD FD92204A50429$7,6770.00%
462J P MORGAN EXCHANGE TRADED F46641Q241165$7,6080.00%
463RBB FUND TRUST75526L886200$7,5150.00%
464STARWOOD PPTY TR INCSTHO375$7,4140.00%
465NATERA INCNTRA50$7,0710.00%
466MONDELEZ INTL INC609207105103$7,0160.00%
467ISHARES INC46428652560$6,9820.00%
468FIRST TR EXCHANGE TRADED FD33738R704101$6,8710.00%
469HERSHEY COHSY40$6,8410.00%
470ARK ETF TR00214Q708200$6,6520.00%
471BROOKLINE BANCORP INC DEL11373M107600$6,5400.00%
472GRAYSCALE BITCOIN TRUST ETFGBTC100$6,5170.00%
473ALIGN TECHNOLOGY INCALGN41$6,5130.00%
474ISHARES TR46428858869$6,4710.00%
475HARLEY DAVIDSON INCHOG256$6,4640.00%
476SCHWAB STRATEGIC TR808524847300$6,4530.00%
477ISHARES TR46428766368$6,2760.00%
478ISHARES SILVER TRSLV200$6,1980.00%
479VERALTO CORPVLTO63$6,1400.00%
480INTUITINTU10$6,1400.00%
481ISHARES TR46434V613133$6,1290.00%
482MONSTER BEVERAGE CORP NEWMNST104$6,0860.00%
483FIRST TR EXCHANGE-TRADED FD33733E500200$5,7240.00%
484CHECK POINT SOFTWARE TECH LTM2246510425$5,6980.00%
485ISHARES TR464288638108$5,6720.00%
486ISHARES TR46429B598110$5,6630.00%
487ISHARES TR464288117140$5,5190.00%
488CIBUS INCCBUS2,899$5,4210.00%
489SUN LIFE FINANCIAL INC.SUNFF94$5,3820.00%
490SCHWAB STRATEGIC TR808524862216$5,2570.00%
491ISHARES TR46428762217$5,2150.00%
492KROGER COKR75$5,0770.00%
493NUTRIEN LTDNTR101$5,0070.00%
494FIRSTENERGY CORPFE123$4,9720.00%
495INGERSOLL RAND INCIR62$4,9620.00%
496OCCIDENTAL PETE CORP674599105100$4,9360.00%
497KRATOS DEFENSE &SEC SOLUTIO50077B207165$4,8990.00%
498ISHARES TR46435U556150$4,7180.00%
499DYNATRACE INCDT100$4,7150.00%
500GENERAL MTRS CO37045V100100$4,7030.00%