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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Capital Investment Advisors, LLC

Quarter ended Q3 2024 · Filed October 17, 2024 · Accession 0001062993-24-017756

Total Value
$4.86B
Positions
666
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V6217,315,118$458.6M9.51%
2ISHARES TR46434V4564,442,883$184.3M3.82%
3FIRST TR EXCHANGE-TRADED FD33738D1013,586,759$120.5M2.50%
4FIRST TR EXCHANGE-TRADED FD33741X1023,242,678$118.0M2.45%
5APPLE INCAAPL438,984$102.3M2.12%
6HOME DEPOT INCHD236,377$95.8M1.99%
7SELECT SECTOR SPDR TR81369Y6051,996,380$90.5M1.88%
8SELECT SECTOR SPDR TR81369Y209548,179$84.4M1.75%
9MICROSOFT CORPMSFT195,009$83.9M1.74%
10VANECK ETF TRUST92189F4372,809,154$82.6M1.71%
11SPDR SER TR78464A763539,981$76.7M1.59%
12JOHNSON & JOHNSONJNJ415,748$67.4M1.40%
13ISHARES TR46435U5152,568,875$65.6M1.36%
14ALPHABET INCGOOG388,702$64.5M1.34%
15SELECT SECTOR SPDR TR81369Y803269,905$60.9M1.26%
16ISHARES TR46436E7262,623,120$58.2M1.21%
17ISHARES TR46436E8662,391,214$56.0M1.16%
18ISHARES TR46436E2052,377,157$55.9M1.16%
19LOCKHEED MARTIN CORPLMT90,120$52.7M1.09%
20ISHARES TR46436E8582,277,922$52.5M1.09%
21CISCO SYS INCCSCO975,833$51.9M1.08%
22SOUTHERN COSOMN568,287$51.2M1.06%
23SELECT SECTOR SPDR TR81369Y407255,242$51.1M1.06%
24J P MORGAN EXCHANGE TRADED F46641Q332846,246$50.4M1.04%
25ISHARES TR46436E3121,948,710$50.1M1.04%
26SELECT SECTOR SPDR TR81369Y308589,663$48.9M1.01%
27ISHARES TR46435UAA91,938,949$47.3M0.98%
28ISHARES TR46436E4862,201,067$46.7M0.97%
29ISHARES TR46436E1301,751,426$46.2M0.96%
30JPMORGAN CHASE & CO.VYLD217,861$45.9M0.95%
31QUALCOMM INCQCOM259,285$44.1M0.91%
32CHEVRON CORP NEWCVX298,247$43.9M0.91%
33NVIDIA CORPORATIONNVDA349,268$42.4M0.88%
34AMAZON COM INCAMZN218,823$40.8M0.85%
35ISHARES TR464288588417,229$40.0M0.83%
36ABBVIE INCABBV188,334$37.2M0.77%
37PROCTER AND GAMBLE CO742718109208,614$36.1M0.75%
38MERCK & CO INCMRK317,694$36.1M0.75%
39COCA COLA COKO496,177$35.7M0.74%
40ISHARES TR46428720061,269$35.3M0.73%
41CUMMINS INCCMI108,175$35.0M0.73%
42VANGUARD INDEX FDS922908553353,179$34.4M0.71%
43NEWMONT CORPNEMCL612,587$32.7M0.68%
44ISHARES TR464287507524,928$32.7M0.68%
45VANECK ETF TRUST92189H748604,722$32.1M0.67%
46CVS HEALTH CORPCVS504,499$31.7M0.66%
47GILEAD SCIENCES INCGILD377,701$31.7M0.66%
48ISHARES TR464287804262,380$30.7M0.64%
49ALTRIA GROUP INCMO596,317$30.4M0.63%
50PROSHARES TR74347B698438,054$30.3M0.63%
51AMERICAN EXPRESS COAXP106,641$28.9M0.60%
52VERIZON COMMUNICATIONS INCVZ626,256$28.1M0.58%
53DEERE & CODE66,713$27.8M0.58%
54UNITED PARCEL SERVICE INCUPS203,621$27.8M0.58%
55ISHARES TR464288240461,844$26.4M0.55%
56ISHARES TR46436E8741,099,857$26.4M0.55%
57ONEOK INC NEWOKE269,654$24.6M0.51%
58EXXON MOBIL CORPXOM208,907$24.5M0.51%
59HONEYWELL INTL INC438516106115,911$24.0M0.50%
60BERKSHIRE HATHAWAY INC DELBRK-A49,694$22.9M0.47%
61ELI LILLY & COLLY25,228$22.4M0.46%
62AT&T INCT-PC1,013,372$22.3M0.46%
63GOLDMAN SACHS GROUP INCGSCE43,627$21.6M0.45%
64BANK AMERICA CORP060505104532,045$21.1M0.44%
65VANECK ETF TRUST92189H300825,510$21.0M0.43%
66SPDR S&P 500 ETF TRSPY35,936$20.6M0.43%
67PFIZER INCPFE648,918$18.8M0.39%
68ISHARES TR464287721119,049$18.1M0.37%
69ISHARES TR46435GAA0737,160$17.9M0.37%
70ISHARES TR46434VBD1709,335$17.8M0.37%
71ISHARES TR464287168127,614$17.2M0.36%
72ENTERPRISE PRODS PARTNERS L293792107591,287$17.2M0.36%
73VANGUARD WHITEHALL FDS921946794226,758$16.6M0.35%
74RTX CORPORATIONRTX133,673$16.2M0.34%
75CARDINAL HEALTH INCCAH140,697$15.5M0.32%
76VOYA GLBL EQTY DIV & PREM OP92912T1002,704,116$15.3M0.32%
77CATERPILLAR INCCAT37,634$14.7M0.31%
78INTERNATIONAL BUSINESS MACHSINTR65,321$14.4M0.30%
79WESTERN ASSET HIGH INCOME OPHIO3,410,702$13.8M0.29%
80CITIGROUP INCC-PR215,451$13.5M0.28%
81BRISTOL-MYERS SQUIBB COCELG-RI259,514$13.4M0.28%
82UNITEDHEALTH GROUP INCUNH22,714$13.3M0.28%
83SELECT SECTOR SPDR TR81369Y70495,830$13.0M0.27%
84ISHARES TR46436E841543,934$12.3M0.26%
85VANGUARD WORLD FD92191087358,889$12.2M0.25%
86META PLATFORMS INCMETA20,993$12.0M0.25%
87COSTCO WHSL CORP NEW22160K10513,406$11.9M0.25%
88ORACLE CORPORCL-PD69,528$11.8M0.25%
89NIKE INCNKE130,180$11.5M0.24%
90INVESCO EXCHANGE TRADED FD TIVZ63,397$11.4M0.24%
91TARGET CORPTGT71,601$11.2M0.23%
92VALERO ENERGY CORPVLO81,572$11.0M0.23%
93BLACKROCK CR ALLOCATION INCOBLK954,311$10.8M0.22%
94VANGUARD SPECIALIZED FUNDS92190884453,552$10.6M0.22%
95VANGUARD INDEX FDS92290836320,059$10.6M0.22%
96VISA INCV38,365$10.5M0.22%
97BROADCOM INCAVGO60,541$10.4M0.22%
98WALMART INCWMT126,735$10.2M0.21%
99AMGEN INCAMGN31,333$10.1M0.21%
100ISHARES TR46434VBG4390,915$9.9M0.20%
1013M COMMM71,691$9.8M0.20%
102COUSINS PPTYS INC222795502327,276$9.6M0.20%
103KINDER MORGAN INC DELEP-PC418,120$9.2M0.19%
104VICI PPTYS INC925652109276,760$9.2M0.19%
105VANGUARD INTL EQUITY INDEX F922042858190,330$9.1M0.19%
106MCDONALDS CORPMCD29,615$9.0M0.19%
107EATON VANCE LTD DURATION INCETN830,620$8.7M0.18%
108SELECT SECTOR SPDR TR81369Y50699,261$8.7M0.18%
109PPG INDS INC69350610765,711$8.7M0.18%
110HERSHEY COHSY45,309$8.7M0.18%
111PHILIP MORRIS INTL INC71817210971,172$8.6M0.18%
112NUVEEN PFD & INCOME OPPORTUNNU1,069,296$8.6M0.18%
113RIO TINTO PLCRTNTF119,958$8.5M0.18%
114CROWN CASTLE INCCCI71,302$8.5M0.18%
115PUBLIC STORAGE OPER COPSA-PS22,815$8.3M0.17%
116WILLIAMS COS INC969457100181,646$8.3M0.17%
117SELECT SECTOR SPDR TR81369Y886102,642$8.3M0.17%
118SKYWORKS SOLUTIONS INCSWKS79,695$7.9M0.16%
119TESLA INCTSLA29,997$7.8M0.16%
120INTEL CORPINTC314,116$7.4M0.15%
121MID-AMER APT CMNTYS INC59522J10346,030$7.3M0.15%
122DIGITAL RLTY TR INC25386810343,194$7.0M0.14%
123EOG RES INCEOG56,646$7.0M0.14%
124NORFOLK SOUTHN CORP65584410827,280$6.8M0.14%
125PEPSICO INCPEP39,184$6.7M0.14%
126DUKE ENERGY CORP NEWDUKB57,319$6.6M0.14%
127HEALTHCARE RLTY TR42226K105358,198$6.5M0.13%
128INVESCO QQQ TRIVZ13,122$6.4M0.13%
129PGIM HIGH YIELD BOND FUND INISD430,914$6.0M0.12%
130VANGUARD BD INDEX FDS92193782776,087$6.0M0.12%
131LYONDELLBASELL INDUSTRIES NLYB61,073$5.9M0.12%
132AMERICAN ELEC PWR CO INC02553710156,791$5.8M0.12%
133ISHARES TR46428724251,133$5.8M0.12%
134PINNACLE WEST CAP CORPPNW64,439$5.7M0.12%
135SPDR SER TR78468R200178,957$5.5M0.11%
136DISNEY WALT CO25468710654,666$5.3M0.11%
137NEXTERA ENERGY INCNEE-PW61,449$5.2M0.11%
138ALPHABET INCGOOG30,883$5.2M0.11%
139VANGUARD INDEX FDS92290876918,050$5.1M0.11%
140ISHARES TR46428776275,966$4.9M0.10%
141NUVEEN AMT FREE QLTY MUN INCNU395,300$4.7M0.10%
142SNAP ON INCSNA15,886$4.6M0.10%
143SELECT SECTOR SPDR TR81369Y860102,395$4.6M0.09%
144NUVEEN QUALITY MUNCP INCOMENU368,482$4.6M0.09%
145FREEPORT-MCMORAN INCFCX89,539$4.5M0.09%
146ENERGY TRANSFER L PET-PI270,770$4.3M0.09%
147LENNAR CORPLEN-B23,053$4.3M0.09%
148MASTERCARD INCORPORATEDMA8,751$4.3M0.09%
149DOMINION ENERGY INCD74,656$4.3M0.09%
150KIMBERLY-CLARK CORPKMB25,772$3.7M0.08%
151SPDR INDEX SHS FDS78463X848120,302$3.7M0.08%
152ARES DYNAMIC CR ALLOCATION F04014F102237,441$3.6M0.08%
153BLACKROCK MUNICIPAL INCOMEBLK286,671$3.6M0.07%
154PROLOGIS INC.PLDGP28,405$3.6M0.07%
155PIMCO DYNAMIC INCOME OPRNTS69355M107251,895$3.6M0.07%
156CONSOLIDATED EDISON INCED33,165$3.5M0.07%
157DWS MUN INCOME TR NEW233368109344,078$3.4M0.07%
158ISHARES TR46435G52445,773$3.4M0.07%
159ADOBE INCADBE6,378$3.3M0.07%
160SCHWAB STRATEGIC TR80852479738,605$3.3M0.07%
161ILLINOIS TOOL WKS INC45230810912,205$3.2M0.07%
162PROSHARES TR74347X83144,082$3.2M0.07%
163IRON MTN INC DEL46284V10126,387$3.1M0.07%
164BLACKROCK MUNIYIELD QUALITYBLK259,750$3.1M0.06%
165BNY MELLON STRATEGIC MUNS IN05588W108468,729$3.1M0.06%
166ISHARES TR4642876148,101$3.0M0.06%
167BARINGS GLOBAL SHORT DURATIOBGH197,187$3.0M0.06%
168GENERAL DYNAMICS CORPGD9,871$3.0M0.06%
169SPDR GOLD TRGLD11,701$2.8M0.06%
170BOEING COBA-PA18,546$2.8M0.06%
171WELLS FARGO CO NEW94974610149,255$2.8M0.06%
172DIREXION SHS ETF TR25459Y69421,347$2.8M0.06%
173UNION PAC CORPUNP11,235$2.8M0.06%
174VANGUARD INDEX FDS9229087367,095$2.7M0.06%
175BLACKSTONE STRATEGIC CRED 20BX218,073$2.7M0.06%
176RITHM CAPITAL CORPRITM-PF234,781$2.7M0.06%
177BLACKROCK LTD DURATION INCOMBLK182,519$2.6M0.05%
178MAIN STR CAP CORP56035L10452,608$2.6M0.05%
179KKR INCOME OPPORTUNITIES FDKKRT178,348$2.6M0.05%
180DOUBLELINE ETF TRUST25861R20488,002$2.6M0.05%
181BLACKROCK MUNIVEST FD INCBLK340,225$2.6M0.05%
182BEST BUY INCBBY24,971$2.6M0.05%
183NUVEEN FLOATING RATE INCOME67072T108290,521$2.6M0.05%
184NUVEEN MUNICIPAL CREDIT INCNU195,277$2.6M0.05%
185TEXAS INSTRS INC88250810412,201$2.5M0.05%
186EMERSON ELEC COEMR22,898$2.5M0.05%
187AFLAC INCAFL22,111$2.5M0.05%
188ABBOTT LABSABLZF21,448$2.4M0.05%
189SERVICENOW INCNOW2,717$2.4M0.05%
190ZOETIS INCZTS12,417$2.4M0.05%
191WELLTOWER INCWELL18,875$2.4M0.05%
192AUTOMATIC DATA PROCESSING INADP8,600$2.4M0.05%
193NUVEEN CORE EQUITY ALPHA FDNU151,274$2.3M0.05%
194GENUINE PARTS COGPC16,519$2.3M0.05%
195ADVANCED MICRO DEVICES INCAMD13,741$2.3M0.05%
196MORGAN STANLEYMS-PQ21,045$2.2M0.05%
197ENBRIDGE INCENNPF53,802$2.2M0.05%
198ABRDN INCOME CREDIT STRATEGIACP-PA326,444$2.2M0.04%
199HANCOCK JOHN INVT TR II410142103153,018$2.2M0.04%
200ISHARES TR46432F33911,936$2.1M0.04%
201BERKSHIRE HATHAWAY INC DELBRK-A3$2.1M0.04%
202GRACO INCGGG23,689$2.1M0.04%
203AMERICAN CENTY ETF TR02507230722,461$2.0M0.04%
204SSGA ACTIVE ETF TR78467V60848,805$2.0M0.04%
205PEMBINA PIPELINE CORPPPLOF49,274$2.0M0.04%
206LOWES COS INC5486611077,355$2.0M0.04%
207OREILLY AUTOMOTIVE INC67103H1071,720$2.0M0.04%
208OMNICOM GROUP INCOMC19,061$2.0M0.04%
209VANGUARD SCOTTSDALE FDS92206C40924,743$2.0M0.04%
210BNY MELLON STRATEGIC MUN BD09662E109313,890$2.0M0.04%
211LAM RESEARCH CORPLRCX2,390$2.0M0.04%
212BOOZ ALLEN HAMILTON HLDG CORBAH11,973$1.9M0.04%
213COMCAST CORP NEWCCZ46,108$1.9M0.04%
214KELLANOVABEKE23,839$1.9M0.04%
215BUILDERS FIRSTSOURCE INCBLDR9,883$1.9M0.04%
216HUNTINGTON INGALLS INDS INC4464131067,234$1.9M0.04%
217REPUBLIC SVCS INC7607591009,350$1.9M0.04%
218NUVEEN MUN CR OPPORTUNITIESNU160,807$1.9M0.04%
219CONAGRA BRANDS INCCAG57,380$1.9M0.04%
220GE AEROSPACE3696043019,851$1.9M0.04%
221WASTE MGMT INC DEL94106L1098,820$1.8M0.04%
222BLACKSTONE INCBX11,942$1.8M0.04%
223CONOCOPHILLIPSCOP17,318$1.8M0.04%
224SALESFORCE INCCRM6,639$1.8M0.04%
225EATON CORP PLCETN5,440$1.8M0.04%
226ISHARES TR46428841416,591$1.8M0.04%
227INVESCO MUNICIPAL TRUSTVKQ174,514$1.8M0.04%
228CENTRAL SECS CORP15512310237,246$1.7M0.04%
229ISHARES TR46428756425,754$1.7M0.04%
230ISHARES TR46432F84221,710$1.7M0.04%
231ISHARES TR46428717615,077$1.7M0.03%
232NUVEEN AMT FREE MUN CR INC FNU124,171$1.7M0.03%
233TRUIST FINL CORP89832Q10938,757$1.7M0.03%
234AIR PRODS & CHEMS INCAIIR5,532$1.6M0.03%
235ISHARES TR46428722616,252$1.6M0.03%
236WESTERN ASSET HIGH YIELD DEFHYI132,533$1.6M0.03%
237ISHARES TR46435G34268,970$1.6M0.03%
238ANNALY CAPITAL MANAGEMENT INNLY-PJ81,374$1.6M0.03%
239COPART INCCPRT30,876$1.6M0.03%
240BLACKROCK CORPOR HI YLD FD IBLK159,615$1.6M0.03%
241ALLIANCEBERNSTEIN GLOBAL HIGAWF141,596$1.6M0.03%
242ROPER TECHNOLOGIES INCROP2,881$1.6M0.03%
243VANGUARD INDEX FDS9229087449,175$1.6M0.03%
244CADENCE DESIGN SYSTEM INCCDNS5,906$1.6M0.03%
245APPLIED MATLS INC0382221057,892$1.6M0.03%
246ISHARES TR46428723434,653$1.6M0.03%
247MARRIOTT INTL INC NEW5719032026,374$1.6M0.03%
248ABRDN GLOBAL INFRA INCOME FU00326W10678,357$1.6M0.03%
249J P MORGAN EXCHANGE TRADED F46654Q20328,749$1.6M0.03%
250DELTA AIR LINES INC DELDAL30,730$1.6M0.03%
251VIRTUS EQUITY & CONV INCM FD92841M10167,312$1.5M0.03%
252CSX CORPCSX44,781$1.5M0.03%
253GENERAL MLS INC37033410420,646$1.5M0.03%
254STARBUCKS CORPSBUX15,569$1.5M0.03%
255ISHARES TR46428755610,350$1.5M0.03%
256BLACKROCK CORE BD TRBLK123,841$1.5M0.03%
257NEW AMER HIGH INCOME FD INC641876800172,367$1.4M0.03%
258PALO ALTO NETWORKS INCPANW4,200$1.4M0.03%
259VANGUARD INDEX FDS9229086375,440$1.4M0.03%
260COHEN & STEERS REIT & PFD &19247X10058,824$1.4M0.03%
261CELANESE CORP DELCE10,185$1.4M0.03%
262ALIGN TECHNOLOGY INCALGN5,439$1.4M0.03%
263PAYCHEX INCPAYX10,218$1.4M0.03%
264PIONEER HIGH INCOME FUND INC72369H106171,171$1.4M0.03%
265CDW CORPCDW5,948$1.3M0.03%
266BLACKROCK INCBLK1,411$1.3M0.03%
267PIONEER MUNICIPAL HIGH INCOM723763108137,412$1.3M0.03%
268L3HARRIS TECHNOLOGIES INCLHX5,493$1.3M0.03%
269ISHARES TR4642875986,883$1.3M0.03%
270SELECT SECTOR SPDR TR81369Y85214,411$1.3M0.03%
271INTUITINTU2,089$1.3M0.03%
272ISHARES TR46428815812,176$1.3M0.03%
273ADAMS DIVERSIFIED EQUITY FD00621210459,748$1.3M0.03%
274ISHARES TR46435U69747,804$1.2M0.03%
275NETFLIX INCNFLX1,753$1.2M0.03%
276BNY MELLON MUN INCOME INC05589T104165,675$1.2M0.03%
277YUM BRANDS INCYUM8,568$1.2M0.02%
278FIDELITY WISE ORIGIN BITCOINFBTC21,201$1.2M0.02%
279VANGUARD INDEX FDS9229087514,923$1.2M0.02%
280ISHARES TR46435U43243,515$1.2M0.02%
281ISHARES TR46435U25945,139$1.2M0.02%
282MARATHON PETE CORPMARA7,073$1.2M0.02%
283MIDCAP FINANCIAL INVSTMNT CO03761U50285,745$1.1M0.02%
284PUTNAM MUN OPPORTUNITIES TR746922103104,939$1.1M0.02%
285INVESCO EXCHANGE TRADED FD TIVZ57,678$1.1M0.02%
286TYSON FOODS INCTSN18,993$1.1M0.02%
287SELECT SECTOR SPDR TR81369Y10011,641$1.1M0.02%
288MOTOROLA SOLUTIONS INCMSI2,479$1.1M0.02%
289SCHWAB STRATEGIC TR80852430010,482$1.1M0.02%
290NORTHROP GRUMMAN CORPNOC2,056$1.1M0.02%
291ISHARES TR46435U28342,622$1.1M0.02%
292ISHARES TR46428745713,040$1.1M0.02%
293EATON VANCE MUNI INCOME TRUSETN98,602$1.1M0.02%
294ISHARES TR46428864620,443$1.1M0.02%
295SCHWAB STRATEGIC TR80852420115,343$1.0M0.02%
296ACCENTURE PLC IRELANDACN2,917$1.0M0.02%
297ISHARES TR46428746512,224$1.0M0.02%
298MONDELEZ INTL INC60920710513,613$1.0M0.02%
299ISHARES TR46435U32538,861$996,0030.02%
300VANGUARD WORLD FD9219108163,089$994,4720.02%
301VANGUARD WORLD FD92204A7021,668$978,1200.02%
302COLGATE PALMOLIVE COCL9,396$975,4500.02%
303EQUIFAX INCEFX3,276$962,7650.02%
304ISHARES TR46428749910,898$960,5100.02%
305ISHARES TR4642876554,308$951,6910.02%
306DUPONT DE NEMOURS INCDD10,640$948,1020.02%
307ARK ETF TR00214Q10419,856$943,7720.02%
308FIRST TR INTER DURATN PFD &33718W10347,631$930,2360.02%
309SPDR DOW JONES INDL AVERAGE78467X1092,192$927,6510.02%
310PROSHARES TR74347X8239,619$924,1940.02%
311RAYMOND JAMES FINL INC7547301097,537$923,0190.02%
312ALLIANCEBERNSTEIN NATL MUN I01864U10678,066$921,1800.02%
313MCKESSON CORPMCK1,844$911,9190.02%
314MOLSON COORS BEVERAGE COTAP-A15,815$909,6890.02%
315MEDTRONIC PLCMDT10,076$907,1740.02%
316PACKAGING CORP AMER6951561094,203$905,3170.02%
317INVESCO VALUE MUN INCOME TRIVZ69,998$901,5720.02%
318DOMINOS PIZZA INCDPZ2,077$893,5850.02%
319BLACKROCK MUNIHOLDINGS FD INBLK69,671$881,3380.02%
320ISHARES TR4642876222,789$876,9810.02%
321SYSCO CORPSYY11,152$870,5120.02%
322VENTAS INCVTR13,285$851,9910.02%
323FISERV INCFISV4,677$840,2440.02%
324ISHARES TR4642875809,404$827,0200.02%
325SABINE RTY TR78568810213,360$823,2900.02%
326DTE ENERGY CODTK6,397$821,4310.02%
327VANGUARD BD INDEX FDS92193779310,920$820,8450.02%
328PAYPAL HLDGS INCPYPL10,508$819,9400.02%
329NUVEEN SELECT TAX-FREE INCOMNU54,241$819,5820.02%
330AMPLIFY ETF TR03210840919,815$816,1810.02%
331DIMENSIONAL ETF TRUST25434V60914,631$813,9230.02%
332ISHARES INC46434G82211,287$807,4810.02%
333ISHARES TR46428868724,245$805,6660.02%
334VANGUARD INDEX FDS9229086293,048$804,0740.02%
335BLACKROCK MUNIHOLDINGS QUALIBLK75,093$802,7410.02%
336ISHARES TR4642876977,822$797,9660.02%
337VANGUARD TAX-MANAGED FDS92194385814,940$788,9740.02%
338ISHARES TR4642882576,507$777,9220.02%
339TEMPLETON EMERGING MKTS FD88019110156,950$771,1030.02%
340ISHARES TR46438G65328,316$756,3090.02%
341MFS MUN INCOME TR552738106131,232$750,6470.02%
342NEXPOINT RESIDENTIAL TR INCNXRT16,926$744,8930.02%
343SHELL PLCRYDAF11,260$742,6210.02%
344ARROWMARK FINANCIAL CORPBANX35,746$739,5850.02%
345COTERRA ENERGY INCCTRA30,479$729,9650.02%
346ARES CAPITAL CORPARCC34,672$726,0410.02%
347SPDR SER TR78464A85410,752$725,8350.02%
348EATON VANCE SR FLTNG RTE TRETN56,917$725,6880.02%
349VANGUARD BD INDEX FDS9219378199,251$724,9780.02%
350ISHARES GOLD TRIAU14,517$721,4950.01%
351RIVERNORTH CAP AND INCM FD I76882B10846,644$717,8530.01%
352THERMO FISHER SCIENTIFIC INCTMO1,157$715,8230.01%
353FIDELITY COVINGTON TRUST31609240228,972$697,6530.01%
354MARSH & MCLENNAN COS INC5717481023,124$696,8550.01%
355VANECK ETF TRUST92189F13024,029$695,3980.01%
356SOLVENTUM CORPSOLV9,947$693,5050.01%
357AMERICAN TOWER CORP NEW03027X1002,955$687,3230.01%
358ISHARES TR4642876067,437$683,6880.01%
359PROSHARES TR74347R21410,545$672,3130.01%
360ALLSTATE CORPALL-PJ3,537$670,8090.01%
361STRYKER CORPORATIONSYK1,855$670,2130.01%
362VANECK ETF TRUST92189F10616,812$669,4520.01%
363INVESCO EXCH TRD SLF IDX FDIVZ32,413$666,4160.01%
364FORD MTR CO34537086063,027$665,5680.01%
365ISHARES TR4642871505,286$663,9850.01%
366HP INCHPQ18,256$654,8400.01%
367INVESCO ADVANTAGE MUN INCOMEIVZ69,812$649,9500.01%
368ISHARES TR4642877055,230$646,5500.01%
369BLACKROCK DEBT STRATEGIES FDBLK58,290$642,9420.01%
370GRAINGER W W INC384802104617$640,4800.01%
371SPDR S&P MIDCAP 400 ETF TRMDY1,116$635,6660.01%
372DOW INCDOW11,558$631,4230.01%
373ISHARES TR4642888695,103$629,3630.01%
374PROSHARES TR74347B6807,690$628,8680.01%
375VANGUARD INTL EQUITY INDEX F9220427759,933$625,7880.01%
376ISHARES TR4642873096,508$623,1170.01%
377AON PLCAON1,797$621,8800.01%
378DIMENSIONAL ETF TRUST25434V72414,833$618,3880.01%
379REGIONS FINANCIAL CORP NEWRF-PF26,327$614,1970.01%
380MICRON TECHNOLOGY INCMU5,878$609,6570.01%
381FEDEX CORPFDX2,195$600,7450.01%
382CHUBB LIMITEDCB2,075$598,4380.01%
383VANGUARD BD INDEX FDS9219378357,885$592,2440.01%
384DIMENSIONAL ETF TRUST25434V5009,026$585,4480.01%
385CHIPOTLE MEXICAN GRILL INCCMG10,143$584,4640.01%
386INVESCO EXCH TRD SLF IDX FDIVZ29,524$582,2150.01%
387KLA CORPKLAC735$569,1330.01%
388GE VERNOVA INCGEV2,230$568,5240.01%
389ISHARES TR46436E16321,678$552,5790.01%
390PRINCIPAL FINANCIAL GROUP INPFG6,425$551,9260.01%
391CONSTELLATION ENERGY CORPCEG2,113$549,4320.01%
392TAIWAN SEMICONDUCTOR MFG LTD8740391003,145$546,1610.01%
393ROCKWELL AUTOMATION INCROK2,012$540,1420.01%
394BLACKSTONE LONG SHORT CR INCBGX42,157$539,1940.01%
395ROYAL BK CDA7800871024,294$535,5910.01%
396ABRDN NATL MUN INCOME FD24610T10847,604$531,7370.01%
397ABRDN TOTAL DYNAMIC DIVIDENDAOD58,103$528,7340.01%
398PUTNAM MANAGED MUN INCOME TR74682310380,846$526,3070.01%
399CINTAS CORPCTAS2,532$521,2200.01%
400REALTY INCOME CORPO8,161$517,5870.01%
401QUEST DIAGNOSTICS INCDGX3,304$512,9150.01%
402CONNECTONE BANCORP INCCNOBP20,407$511,1950.01%
403PALANTIR TECHNOLOGIES INCPLTR13,737$511,0050.01%
404SIMON PPTY GROUP INC NEW8288061092,995$506,2010.01%
405INVESCO EXCHANGE TRADED FD TIVZ32,258$505,1650.01%
406BLACKROCK FLOATING RATE INCOBLK38,265$505,0940.01%
407ISHARES TR4642878873,602$502,4010.01%
408LINDE PLCLIN1,049$500,1360.01%
409WARNER BROS DISCOVERY INCWBD58,927$486,1480.01%
410NOVARTIS AGNVSEF4,225$485,9040.01%
411INVESCO EXCH TRD SLF IDX FDIVZ24,600$481,1820.01%
412CROWDSTRIKE HLDGS INCCRWD1,715$481,0790.01%
413ISHARES TR4642874733,616$478,2620.01%
414INVESCO EXCH TRD SLF IDX FDIVZ22,913$473,1490.01%
415NUVEEN MUN HIGH INCOME OPPORNU40,506$472,3000.01%
416NOVO-NORDISK A SNONOF3,957$471,1730.01%
417ISHARES TR4642885135,853$469,9590.01%
418SPDR SER TR78464A4095,633$467,1900.01%
419VANGUARD WORLD FD92204A2072,134$466,2360.01%
420BANK OZK LITTLE ROCK ARKOZKAP10,733$461,4200.01%
421BLACKROCK LONG-TERM MUN ADVABLK43,025$461,2280.01%
422ENTERGY CORP NEWENO3,500$460,6950.01%
423ISHARES TR4642878463,288$458,9980.01%
424ALLSPRING MULTI SECTOR INCOMERC47,433$454,4040.01%
425AVERY DENNISON CORPAVY2,050$452,5390.01%
426ISHARES TR4642874324,557$447,0340.01%
427KROGER COKR7,783$445,9520.01%
428FIRSTENERGY CORPFE10,015$444,1800.01%
429PGIM GLOBAL HIGH YIELD FD FO69346J10634,588$442,0410.01%
430PULTE GROUP INC7458671013,046$437,1860.01%
431ELEVANCE HEALTH INCELV840$436,9850.01%
432SCHWAB STRATEGIC TR8085247716,087$436,7770.01%
433VANGUARD INDEX FDS9229085951,633$436,5940.01%
434INVESCO EXCH TRD SLF IDX FDIVZ20,566$434,3460.01%
435ISHARES SILVER TRSLV15,238$432,9250.01%
436BIOGEN INCBIIB2,221$430,5190.01%
437DANAHER CORPORATION2358511021,543$428,9550.01%
438SCHWAB CHARLES CORPSCHW-PJ6,615$428,6930.01%
439HIGHLAND GLOBAL ALLOCATION FHGLB54,496$428,3390.01%
440ISHARES TR4642878793,968$427,2130.01%
441VANGUARD WHITEHALL FDS9219468104,780$421,9780.01%
442ROYAL CARIBBEAN GROUPV7780T1032,368$419,9880.01%
443TARGA RES CORPTRGP2,837$419,9040.01%
444CORTEVA INCCTVA7,099$417,3340.01%
445EATON VANCE MUN BD FDETN38,605$415,3940.01%
446PURECYCLE TECHNOLOGIES INCPCTTW43,600$414,2000.01%
447PRUDENTIAL FINL INCPUKPF3,405$412,3280.01%
448THE CIGNA GROUP1255231001,188$411,5890.01%
449OCCIDENTAL PETE CORP6745991057,955$410,0210.01%
450POTLATCHDELTIC CORPORATION7376301039,013$406,0360.01%
451VERTEX PHARMACEUTICALS INCVRTX872$405,4590.01%
452BNY MELLON MUN BD INFRASTRUC09662W10936,287$404,9630.01%
453VANGUARD WORLD FD92204A5041,427$402,8300.01%
454BECTON DICKINSON & COBDX1,664$401,1490.01%
455BP PLCBPPFF12,757$400,4430.01%
456FEDERATED HERMES PREM MUNI IFHI32,213$400,0850.01%
457ISHARES TR46429B6633,374$396,8850.01%
458SPDR SER TR78464A8055,661$396,6440.01%
459COHEN & STEERS LTD DURATION19248C10518,185$395,5260.01%
460SCHLUMBERGER LTDSLB9,426$395,4070.01%
461ISHARES TR4642877883,776$392,2830.01%
462EDWARDS LIFESCIENCES CORPEW5,878$387,8890.01%
463VIRTUS INVT PARTNERS INC92828Q1091,851$387,7580.01%
464EMPLOYERS HLDGS INCEIG8,070$387,1180.01%
465PHILLIPS 66PSX2,934$385,6650.01%
466INTUITIVE SURGICAL INCISRG778$382,3010.01%
467INVESCO EXCHANGE TRADED FD TIVZ17,149$376,0780.01%
468INVESCO SR INCOME TRIVZ92,344$375,8400.01%
469BLACKROCK MUNI INCOME TR IIBLK32,843$369,8120.01%
470GENERAL MTRS CO37045V1008,152$365,5250.01%
471PROGRESSIVE CORP7433151031,434$363,9930.01%
472ISHARES TR4642877967,838$363,2040.01%
473SPDR SER TR78464A67212,287$357,0660.01%
474HUBBELL INCHUBB830$355,5320.01%
475CLOROX CO DELCLX2,126$346,3790.01%
476SYNOVUS FINL CORP87161C5017,765$345,3210.01%
477SPROTT PHYSICAL GOLD TRSII16,902$344,4630.01%
478ASML HOLDING N VASMLF409$340,7470.01%
479EDISON INTL2810201073,874$337,4290.01%
480SHOPIFY INCSHOP4,177$334,7490.01%
481NUVEEN DOW 30 DYNMC OVERWRTNU22,457$333,4930.01%
482REGENERON PHARMACEUTICALSREGN315$330,8760.01%
483TRAVELERS COMPANIES INCTRV1,409$329,8390.01%
484VANGUARD WORLD FD92204A4052,993$328,9110.01%
485NUVEEN MUN VALUE FD INCNU36,100$325,6230.01%
486VANGUARD WHITEHALL FDS9219464062,536$325,1080.01%
487XCEL ENERGY INCXELLL4,944$322,8670.01%
488CMS ENERGY CORPCMS-PC4,553$321,6110.01%
489POLARIS INCPII3,856$320,9590.01%
490ISHARES TR46428771312,618$318,7380.01%
491VANGUARD INDEX FDS9229086111,582$317,6880.01%
492FIRST TR EXCH TRADED FD III33739E10817,392$314,7870.01%
493TJX COS INC NEW8725401092,669$313,7230.01%
494OXFORD INDS INC6914973093,616$313,7100.01%
495VIRTUS DIVIDEND INTEREST & PNFJ24,054$313,6590.01%
496INVESCO QUALITY MUN INCOME TIVZ30,011$313,3120.01%
497DIMENSIONAL ETF TRUST25434V8078,216$312,8650.01%
498MICROCHIP TECHNOLOGY INC.MCHPP3,880$311,5110.01%
499VANGUARD INTL EQUITY INDEX F9220427422,598$310,9610.01%
500INVESCO EXCHANGE TRADED FD TIVZ7,637$310,3000.01%