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

Pensionmark Financial Group, LLC

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001062993-24-019054

Total Value
$3.19B
Positions
1,063
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL2,473,015$119.7M3.94%
2VANGUARD INDEX FDS922908363345,896$116.1M3.82%
3MICROSOFT CORPMSFT1,612,445$66.1M2.18%
4WISDOMTREE TRWT726,113$60.4M1.99%
5CHURCH & DWIGHT CO INCCHD557,085$58.3M1.92%
6FRANKLIN TEMPLETON ETF TRFGDL781,002$45.4M1.50%
7ISHARES TR46434V100804,475$40.6M1.34%
8JPMORGAN CHASE & CO.VYLD670,072$40.2M1.32%
9AMAZON COM INCAMZN789,755$39.9M1.32%
10ISHARES TR464287879363,078$39.2M1.29%
11META PLATFORMS INCMETA909,548$37.2M1.22%
12ISHARES TR464287226320,965$32.0M1.06%
13VANGUARD INDEX FDS9229086111,373,829$31.8M1.05%
14ALPHABET INCGOOG1,205,752$30.1M0.99%
15ISHARES TR464288414464,511$27.3M0.90%
16ISHARES TR464287309271,973$26.0M0.86%
17VANGUARD INDEX FDS922908629105,841$25.8M0.85%
18VISA INCV293,504$25.3M0.83%
19ALPHABET INCGOOG149,907$25.1M0.83%
20AMERICAN CENTY ETF TR025072885256,985$24.5M0.81%
21UNITEDHEALTH GROUP INCUNH331,664$24.3M0.80%
22ISHARES TR464288802197,289$23.7M0.78%
23ISHARES TR46435G268346,924$23.5M0.77%
24BROADCOM INCAVGO1,008,894$22.7M0.75%
25ISHARES TR46432F8341,049,789$22.4M0.74%
26SPDR S&P 500 ETF TRSPY36,053$22.2M0.73%
27ISHARES TR464287408112,303$22.2M0.73%
28ISHARES TR464287705177,809$22.1M0.73%
29ISHARES TR464287804703,480$21.9M0.72%
30INVESCO QQQ TRIVZ63,384$21.4M0.71%
31WALMART INCWMT393,758$20.4M0.67%
32HOME DEPOT INCHD80,011$20.3M0.67%
33VANGUARD TAX-MANAGED FDS921943858377,930$20.0M0.66%
34ISHARES TR464287200459,979$19.2M0.63%
35VANGUARD INDEX FDS922908512267,406$18.3M0.60%
36NVIDIA CORPORATIONNVDA1,404,398$18.0M0.59%
37ISHARES TR46429B697224,878$17.5M0.58%
38SCHWAB STRATEGIC TR808524409217,084$17.4M0.57%
39SCHWAB STRATEGIC TR808524862346,995$17.0M0.56%
40BERKSHIRE HATHAWAY INC DELBRK-A108,811$16.9M0.56%
41EATON CORP PLCETN50,303$16.7M0.55%
42SCHWAB STRATEGIC TR808524805391,159$16.1M0.53%
43MOTOROLA SOLUTIONS INCMSI35,720$16.1M0.53%
44MERCK & CO INCMRK273,058$14.9M0.49%
45SALESFORCE INCCRM66,991$14.9M0.49%
46VANGUARD BD INDEX FDS921937827209,463$14.7M0.48%
47IQVIA HLDGS INCIQV61,749$14.6M0.48%
48SPDR SER TR78464A8541,695,058$14.6M0.48%
49EXXON MOBIL CORPXOM448,074$14.6M0.48%
50VANGUARD INDEX FDS92290876950,097$14.2M0.47%
51TRANE TECHNOLOGIES PLCTT56,294$13.4M0.44%
52JOHNSON & JOHNSONJNJ222,536$13.4M0.44%
53HARTFORD FDS EXCHANGE TRADED41653L503336,596$13.3M0.44%
54BOOKING HOLDINGS INCBKNG3,076$13.0M0.43%
55ELI LILLY & COLLY217,966$12.8M0.42%
56ISHARES TR46434V613263,508$12.4M0.41%
57ORACLE CORPORCL-PD71,159$12.1M0.40%
58PEPSICO INCPEP90,723$12.0M0.40%
59WISDOMTREE TRWT333,173$11.9M0.39%
60AIR PRODS & CHEMS INCAIIR38,423$11.4M0.38%
61MEDTRONIC PLCMDT155,070$11.4M0.37%
62MARATHON PETE CORPMARA69,759$11.4M0.37%
63ISHARES TR4642886381,063,410$11.4M0.37%
64LATTICE STRATEGIES TR518416102366,287$11.2M0.37%
65INVESCO EXCHANGE TRADED FD TIVZ269,843$11.0M0.36%
66VANGUARD SCOTTSDALE FDS92206C706181,371$11.0M0.36%
67ISHARES TR464288588129,057$10.7M0.35%
68BLACKSTONE INCBX69,523$10.6M0.35%
69COSTCO WHSL CORP NEW22160K10550,971$10.6M0.35%
70COMCAST CORP NEWCCZ517,715$10.6M0.35%
71SCHWAB STRATEGIC TR80852430099,609$10.4M0.34%
72ISHARES TR46435U861212,387$10.3M0.34%
73AMERICAN CENTY ETF TR025072703152,502$10.2M0.34%
74FIDELITY COVINGTON TRUST316092840201,266$10.2M0.34%
75ADVANCED MICRO DEVICES INCAMD131,140$10.1M0.33%
76FISERV INCFISV193,005$10.0M0.33%
77VANGUARD INDEX FDS92290875160,598$10.0M0.33%
78ANALOG DEVICES INCADI42,180$9.7M0.32%
79TAIWAN SEMICONDUCTOR MFG LTD874039100382,330$9.7M0.32%
80ABBVIE INCABBV93,580$9.6M0.31%
81THERMO FISHER SCIENTIFIC INCTMO15,088$9.3M0.31%
82CHUBB LIMITEDCB274,740$9.3M0.31%
83PACER FDS TR69374H881160,023$9.3M0.30%
84ISHARES TR46435U549190,296$9.2M0.30%
85SCHWAB CHARLES CORPSCHW-PJ142,124$9.2M0.30%
86ADOBE INCADBE134,496$9.2M0.30%
87MASTERCARD INCORPORATEDMA18,516$9.1M0.30%
88ISHARES TR46434V282153,014$9.0M0.30%
89SPDR S&P MIDCAP 400 ETF TRMDY15,694$8.9M0.29%
90ELEVANCE HEALTH INCELV248,502$8.9M0.29%
91UNION PAC CORPUNP35,581$8.8M0.29%
92ISHARES TR46432F842168,980$8.7M0.29%
93S&P GLOBAL INCSPGI131,864$8.7M0.29%
94FIDELITY MERRIMACK STR TR316188309184,410$8.6M0.28%
95VERIZON COMMUNICATIONS INCVZ570,314$8.5M0.28%
96INTERCONTINENTAL EXCHANGE IN45866F10460,130$8.5M0.28%
97TJX COS INC NEW87254010971,837$8.4M0.28%
98J P MORGAN EXCHANGE TRADED F46641Q332806,099$8.4M0.28%
99POTLATCHDELTIC CORPORATION737630103184,228$8.3M0.27%
100INVESCO EXCHANGE TRADED FD TIVZ173,221$8.2M0.27%
101INVESCO ACTIVELY MANAGED EXCIVZ164,622$8.0M0.26%
102ISHARES TR464287457150,504$7.8M0.26%
103L3HARRIS TECHNOLOGIES INCLHX32,581$7.7M0.26%
104QUALCOMM INCQCOM146,764$7.7M0.25%
105CME GROUP INCCME34,514$7.6M0.25%
106VANGUARD SCOTTSDALE FDS92206C40992,706$7.4M0.24%
107CISCO SYS INCCSCO205,702$7.3M0.24%
108PACER FDS TR69374H360247,500$7.1M0.23%
109ALPS ETF TR00162Q346265,971$7.0M0.23%
110CHEVRON CORP NEWCVX196,153$7.0M0.23%
111STARBUCKS CORPSBUX71,292$7.0M0.23%
112CARMAX INCKMX89,707$6.9M0.23%
113NXP SEMICONDUCTORS N VNXPI28,909$6.9M0.23%
114VANGUARD INDEX FDS92290863725,965$6.8M0.23%
115NEXTERA ENERGY INCNEE-PW330,875$6.7M0.22%
116FIRST TR VALUE LINE DIVID IN33734H106152,374$6.7M0.22%
117ZOETIS INCZTS34,236$6.7M0.22%
118DARDEN RESTAURANTS INCDRI40,741$6.7M0.22%
119VANECK ETF TRUST92189F64368,548$6.6M0.22%
120PROCTER AND GAMBLE CO742718109549,424$6.6M0.22%
121INNOVATOR ETFS TRUSTINHD163,672$6.6M0.22%
122INVESCO EXCH TRADED FD TR IIIVZ32,298$6.5M0.21%
123ABRDN SILVER ETF TRUSTSIVR218,011$6.5M0.21%
124LOWES COS INC54866110723,714$6.4M0.21%
125ALLSTATE CORPALL-PJ59,752$6.4M0.21%
126DBX ETF TR233051200150,217$6.3M0.21%
127FIRST TR EXCHANGE-TRADED FD33738R506103,969$6.2M0.20%
128PHILIP MORRIS INTL INC718172109159,393$6.2M0.20%
129FRANKLIN TEMPLETON ETF TRFGDL199,840$6.1M0.20%
130SCHWAB STRATEGIC TR808524797104,473$6.0M0.20%
131PROSHARES TR74348A46756,065$6.0M0.20%
132MONDELEZ INTL INC60920710580,709$5.9M0.20%
133FIDELITY NATL INFORMATION SV31620M10670,971$5.9M0.20%
134VANGUARD SCOTTSDALE FDS92206C84796,110$5.9M0.19%
135ISHARES TR46436E551139,072$5.9M0.19%
136SERVICENOW INCNOW4,772,785$5.9M0.19%
137DEVON ENERGY CORP NEW25179M103149,437$5.8M0.19%
138ISHARES TR46428943825,905$5.7M0.19%
139DISNEY WALT CO254687106141,182$5.6M0.18%
140HARBOR ETF TRUST41151J885191,996$5.6M0.18%
141TESLA INCTSLA199,229$5.6M0.18%
142CHECK POINT SOFTWARE TECH LTM22465104269,293$5.5M0.18%
143DIAGEO PLCDGEAF42,190$5.5M0.18%
144ISHARES TR46428750788,022$5.5M0.18%
145WISDOMTREE TRWT87,703$5.5M0.18%
146SSGA ACTIVE ETF TR78467V848129,771$5.4M0.18%
147JOHNSON CTLS INTL PLCG5150210569,080$5.4M0.18%
148VANGUARD WORLD FD92204A7029,088$5.3M0.18%
149PAYPAL HLDGS INCPYPL4,965,207$5.3M0.17%
150BEST BUY INCBBY50,667$5.2M0.17%
151VANGUARD INTL EQUITY INDEX F922042858108,827$5.2M0.17%
152STERIS PLCSTE21,321$5.2M0.17%
153INVESTMENT MANAGERS SER TR I46144X107133,167$5.1M0.17%
154INVESCO EXCHANGE TRADED FD TIVZ49,962$5.1M0.17%
155FIRST TR EXCHANGE-TRADED FD33733E10460,184$5.1M0.17%
156ABBOTT LABSABLZF44,734$5.1M0.17%
157VANGUARD INDEX FDS92290865247,713$5.1M0.17%
158T ROWE PRICE ETF INC87283Q867153,160$5.1M0.17%
159FIRST TR EXCHANGE-TRADED FD33733E30226,352$5.0M0.16%
160RTX CORPORATIONRTX40,809$4.9M0.16%
161EDWARDS LIFESCIENCES CORPEW72,277$4.8M0.16%
162CHIPOTLE MEXICAN GRILL INCCMG81,727$4.7M0.16%
163GERON CORPGERN1,029,553$4.7M0.15%
164BANK AMERICA CORP060505104282,463$4.6M0.15%
165CONOCOPHILLIPSCOP105,349$4.6M0.15%
166ISHARES TR46432F33925,639$4.6M0.15%
167INVESCO EXCHANGE TRADED FD TIVZ43,488$4.6M0.15%
168SPDR SER TR78468R408375,143$4.5M0.15%
169ISHARES TR46428815842,657$4.5M0.15%
170VANECK ETF TRUST92189F67618,327$4.5M0.15%
171EA SERIES TRUST02072L581132,936$4.5M0.15%
172PUBLIC SVC ENTERPRISE GRP IN744573106195,520$4.4M0.15%
173JANUS DETROIT STR TR47103U84584,098$4.3M0.14%
174METTLER TOLEDO INTERNATIONALMTD2,844$4.3M0.14%
175WELLS FARGO CO NEW949746101213,714$4.3M0.14%
176ISHARES INC46428653367,896$4.3M0.14%
177TIDAL TR II88636J105233,623$4.2M0.14%
178ILLINOIS TOOL WKS INC45230810915,972$4.2M0.14%
179INVESCO EXCH TRADED FD TR IIIVZ42,608$4.2M0.14%
180ISHARES U S ETF TR46431W50779,648$4.1M0.13%
181CENCORA INCCOR103,912$4.1M0.13%
182ACCENTURE PLC IRELANDACN24,715$4.0M0.13%
183FIRST TR NASDAQ 100 TECH IND33734510220,834$4.0M0.13%
184ROPER TECHNOLOGIES INCROP7,111$4.0M0.13%
185DIAMONDBACK ENERGY INCFANG101,667$3.9M0.13%
186FIRST TR EXCHNG TRADED FD VI33740F80594,043$3.9M0.13%
187COCA COLA COKO138,417$3.9M0.13%
188AUTODESK INCADSK14,241$3.9M0.13%
189SELECT SECTOR SPDR TR81369Y70428,842$3.9M0.13%
190COLUMBIA ETF TR I19761L706114,835$3.9M0.13%
191GENERAL DYNAMICS CORPGD103,843$3.9M0.13%
192NOVARTIS AGNVSEF261,369$3.9M0.13%
193MARSH & MCLENNAN COS INC571748102341,696$3.8M0.13%
194AT&T INCT-PC263,053$3.8M0.13%
195LOCKHEED MARTIN CORPLMT6,468$3.8M0.12%
196INNOVATOR ETFS TRUSTINHD153,058$3.8M0.12%
197SPDR GOLD TRGLD36,780$3.8M0.12%
198VANGUARD INDEX FDS922908744216,835$3.7M0.12%
199CAPITAL GRP FIXED INCM ETF T14020Y201174,934$3.7M0.12%
200PFIZER INCPFE354,809$3.7M0.12%
201ISHARES TR46428827354,035$3.7M0.12%
202SPDR SER TR78464A76325,703$3.7M0.12%
203EA SERIES TRUST02072L56531,919$3.6M0.12%
204INVESCO EXCHANGE TRADED FD TIVZ20,276$3.6M0.12%
205DANAHER CORPORATION235851102132,067$3.6M0.12%
206AMGEN INCAMGN288,608$3.6M0.12%
207VANGUARD WHITEHALL FDS921946810731,939$3.6M0.12%
208PACER FDS TR69374H85776,065$3.5M0.12%
209ISHARES TR46429B663246,146$3.5M0.12%
210VANGUARD WORLD FD92204A10810,340$3.5M0.12%
211PROSHARES TR74347B68042,860$3.5M0.12%
212RAYMOND JAMES FINL INC75473010928,290$3.5M0.11%
213INNOVATOR ETFS TRUSTINHD112,075$3.5M0.11%
214NIKE INCNKE39,018$3.4M0.11%
215MICROCHIP TECHNOLOGY INC.MCHPP42,882$3.4M0.11%
216SCHWAB STRATEGIC TR80852420150,196$3.4M0.11%
217VANGUARD WORLD FD92204A60313,091$3.4M0.11%
218BECTON DICKINSON & COBDX19,225$3.4M0.11%
219ISHARES TR464287440108,987$3.3M0.11%
220UNILEVER PLCUNLYF50,956$3.3M0.11%
221VANGUARD INDEX FDS922908736174,803$3.3M0.11%
222ECOLAB INCECL12,886$3.3M0.11%
223TIDAL TR II88636J816133,416$3.3M0.11%
224ISHARES TR4642885132,326,669$3.2M0.11%
225INNOVATOR ETFS TRUSTINHD88,068$3.2M0.10%
226VANGUARD INDEX FDS92290855379,603$3.2M0.10%
227SPDR SER TR78464A86213,140$3.2M0.10%
228CAPITAL GROUP DIVIDEND VALUE14020W106129,603$3.1M0.10%
229ISHARES TR46428861228,908$3.1M0.10%
230FIRST TR EXCHANGE TRADED FD33734X10148,339$3.1M0.10%
231INDEPENDENT BK CORP MASS45383610851,722$3.1M0.10%
232ISHARES TR46436E528130,545$3.1M0.10%
233INVESCO EXCH TRD SLF IDX FDIVZ3,030,022$3.0M0.10%
234PACER FDS TR69374H81660,963$3.0M0.10%
235FEDEX CORPFDX192,441$3.0M0.10%
236SPDR DOW JONES INDL AVERAGE78467X1097,006$3.0M0.10%
237EBAY INC.EBAY45,267$2.9M0.10%
238VANGUARD CHARLOTTE FDS92203J40766,806$2.9M0.10%
239STRYKER CORPORATIONSYK133,873$2.9M0.10%
240VANGUARD WHITEHALL FDS921946406155,226$2.9M0.10%
241INNOVATOR ETFS TRUSTINHD118,814$2.9M0.10%
242PALO ALTO NETWORKS INCPANW24,546$2.9M0.10%
243PIMCO ETF TR72201R8332,041,485$2.9M0.10%
244MARVELL TECHNOLOGY INCMRVL40,366$2.9M0.10%
245EA SERIES TRUST02072L68075,941$2.8M0.09%
246SANOFISNYNF53,300$2.8M0.09%
247SELECT SECTOR SPDR TR81369Y88641,967$2.8M0.09%
248NORFOLK SOUTHN CORP65584410811,227$2.8M0.09%
249VANGUARD BD INDEX FDS92193783541,104$2.8M0.09%
250INTERNATIONAL BUSINESS MACHSINTR12,594$2.8M0.09%
251BERKSHIRE HATHAWAY INC DELBRK-A4$2.8M0.09%
252DIMENSIONAL ETF TRUST25434V10469,600$2.8M0.09%
253OMNICOM GROUP INCOMC383,448$2.7M0.09%
254SELECT SECTOR SPDR TR81369Y80318,529$2.7M0.09%
255SSGA ACTIVE ETF TR78467V60869,908$2.7M0.09%
256FIRST TR EXCHANGE-TRADED FD33738R11838,194$2.7M0.09%
257INVESCO EXCH TRADED FD TR IIIVZ214,102$2.6M0.09%
258KKR & CO INCKKRT20,196$2.6M0.09%
259BANK NEW YORK MELLON CORP06405810036,425$2.6M0.09%
260ALPS ETF TR00162Q45275,194$2.6M0.09%
261GE AEROSPACE369604301254,702$2.6M0.08%
262VANECK ETF TRUST92189F43787,340$2.6M0.08%
263VANGUARD WORLD FD921910816634,667$2.5M0.08%
264ISHARES TR464288448100,004$2.5M0.08%
265INNOVATOR ETFS TRUSTINHD99,196$2.5M0.08%
266ISHARES TR46428760626,919$2.5M0.08%
267DOUBLELINE YIELD OPPORTUNITIDLY2,467,831$2.5M0.08%
268UNITED PARCEL SERVICE INCUPS23,359$2.4M0.08%
269US BANCORP DELUSB-PS56,869$2.4M0.08%
270SELECT SECTOR SPDR TR81369Y20927,046$2.4M0.08%
271DEXCOM INCDXCM35,066$2.4M0.08%
272WATERS CORP9418481036,518$2.3M0.08%
273ISHARES INC46434G76438,089$2.3M0.08%
274ISHARES TR46434V621186,040$2.3M0.08%
275BLACKROCK INCBLK256,606$2.3M0.08%
276BRISTOL-MYERS SQUIBB COCELG-RI126,457$2.3M0.08%
277SPDR SER TR78468R6221,966,093$2.3M0.08%
278ISHARES TR46435G474122,960$2.3M0.07%
279INNOVATOR ETFS TRUSTINHD71,277$2.3M0.07%
280MCKESSON CORPMCK125,890$2.2M0.07%
281CAPITAL GROUP GROWTH ETF14020G10172,854$2.2M0.07%
282WISDOMTREE TRWT41,698$2.2M0.07%
283GILEAD SCIENCES INCGILD455,608$2.2M0.07%
284TRUST FOR PROFESSIONAL MANAG89834G72961,724$2.2M0.07%
285VEEVA SYS INCVEEV10,155$2.1M0.07%
286INNOVATOR ETFS TRUSTINHD70,325$2.1M0.07%
287ETFS GOLD TR00326A10483,792$2.1M0.07%
288GOLDMAN SACHS GROUP INCGSCE160,324$2.1M0.07%
289AUTOMATIC DATA PROCESSING INADP83,843$2.1M0.07%
290BLACKROCK ETF TRUSTBLK41,725$2.1M0.07%
291VANGUARD SCOTTSDALE FDS92206C71424,488$2.0M0.07%
292ISHARES TR46434V78788,930$2.0M0.07%
293MCDONALDS CORPMCD106,834$2.0M0.07%
294VANGUARD SCOTTSDALE FDS92206C10234,368$2.0M0.07%
295WEC ENERGY GROUP INCWEC22,693$2.0M0.07%
296NUCOR CORPNUE13,466$2.0M0.07%
297CADENCE DESIGN SYSTEM INCCDNS121,410$2.0M0.07%
298VANGUARD SPECIALIZED FUNDS92190884410,150$2.0M0.07%
299CARVANA COCVNA11,540$2.0M0.07%
300PROSPERITY BANCSHARES INCPB27,833$2.0M0.07%
301APPLIED MATLS INC038222105310,414$2.0M0.07%
302SPDR SER TR78464A12810,672$2.0M0.06%
303ISHARES TR464287432290,754$2.0M0.06%
304WASTE MGMT INC DEL94106L10962,509$2.0M0.06%
305HONEYWELL INTL INC4385161069,417$1.9M0.06%
306ISHARES TR46434V44948,151$1.9M0.06%
307ISHARES TR46435U85361,533$1.9M0.06%
308NETFLIX INCNFLX10,526$1.9M0.06%
309TRUST FOR PROFESSIONAL MANAG89834G75262,669$1.9M0.06%
310ISHARES TR46428864651,742$1.9M0.06%
311CINTAS CORPCTAS115,309$1.8M0.06%
312ISHARES GOLD TRIAU410,311$1.8M0.06%
313INNOVATOR ETFS TRUSTINHD71,646$1.8M0.06%
314ISHARES TR46428772111,682$1.8M0.06%
315ISHARES TR46428887730,680$1.8M0.06%
316BIO-TECHNE CORPTECH21,957$1.8M0.06%
317ISHARES TR4642876149,959$1.8M0.06%
318SPDR SER TR78464A14459,451$1.7M0.06%
319ISHARES TR46436E71817,304$1.7M0.06%
320CVS HEALTH CORPCVS75,377$1.7M0.06%
321SERVICE CORP INTL81756510421,600$1.7M0.06%
322ISHARES TR46428788711,922$1.7M0.05%
323NOVO-NORDISK A SNONOF280,409$1.7M0.05%
324ADAMS DIVERSIFIED EQUITY FD0062121041,604,777$1.6M0.05%
325ISHARES TR46428715012,986$1.6M0.05%
326KEYSIGHT TECHNOLOGIES INCKEYS10,252$1.6M0.05%
327SPDR SER TR78464A82118,482$1.6M0.05%
328SPDR SER TR78464A69828,623$1.6M0.05%
329EMERSON ELEC COEMR14,744$1.6M0.05%
330FIRST TR EXCHANGE-TRADED FD33738R60527,615$1.6M0.05%
3313M COMMM11,768$1.6M0.05%
332VANGUARD INDEX FDS922908538145,771$1.6M0.05%
333ISHARES TR46428820820,971$1.6M0.05%
334ISHARES SILVER TRSLV58,523$1.6M0.05%
335SELECT SECTOR SPDR TR81369Y60545,797$1.6M0.05%
336MORGAN STANLEYMS-PQ190,984$1.6M0.05%
337ISHARES TR46432F39695,303$1.6M0.05%
338CATERPILLAR INCCAT4,012$1.6M0.05%
339SPDR SER TR78464A66495,882$1.6M0.05%
340ISHARES TR46428888514,454$1.6M0.05%
341LAUDER ESTEE COS INC51843910415,595$1.6M0.05%
342SPDR SER TR78464A6319,838$1.5M0.05%
343SPDR SER TR78464A40925,299$1.5M0.05%
344ISHARES TR46428763013,844$1.5M0.05%
345ISHARES TR46428716840,448$1.5M0.05%
346FIRST TR EXCHNG TRADED FD VI33740F61541,000$1.5M0.05%
347WISDOMTREE TRWT16,308$1.5M0.05%
348ISHARES TR46428757220,134$1.5M0.05%
349SCHWAB STRATEGIC TR80852483932,034$1.5M0.05%
350INVESCO EXCH TRADED FD TR IIIVZ70,577$1.5M0.05%
351ISHARES TR464288281596,734$1.5M0.05%
352SPDR INDEX SHS FDS78463X889132,641$1.5M0.05%
353ISHARES TR46428765528,647$1.5M0.05%
354VANGUARD INTL EQUITY INDEX F92204287420,489$1.5M0.05%
355TEXAS INSTRS INC882508104172,682$1.4M0.05%
356SCHWAB CHARLES FAMILY FDSCHW-PJ1,430,822$1.4M0.05%
357SPDR SER TR78464A20115,279$1.4M0.05%
358REALTY INCOME CORPO30,366$1.4M0.05%
359ZEBRA TECHNOLOGIES CORPORATIZBRA3,800$1.4M0.05%
360INVESCO ACTIVELY MANAGED EXCIVZ61,505$1.4M0.05%
361UNITED RENTALS INCURI1,722$1.4M0.05%
362BLACKROCK ETF TRUSTBLK22,209$1.4M0.05%
363BONDBLOXX ETF TRUST09789C86127,788$1.4M0.05%
364CAPITAL GROUP CORE BALANCED14021D10744,462$1.4M0.05%
365VANGUARD BD INDEX FDS92193781926,349$1.4M0.05%
366PULTE GROUP INC745867101221,172$1.4M0.04%
367PIMCO ACCESS INCOME FUNDPAXS1,358,671$1.4M0.04%
368CITIGROUP INCC-PR21,527$1.3M0.04%
369VANGUARD STAR FDS92190976820,554$1.3M0.04%
370ISHARES TR46434V407987,562$1.3M0.04%
371SCHWAB STRATEGIC TR80852470645,346$1.3M0.04%
372CUBESMARTCUBE25,954$1.3M0.04%
373CAPITAL ONE FINL CORP14040H1058,795$1.3M0.04%
374ISHARES TR46435G219953,498$1.3M0.04%
375VANGUARD MUN BD FDS92290774625,521$1.3M0.04%
376INNOVATOR ETFS TRUSTINHD30,335$1.3M0.04%
377ISHARES TR464287242224,350$1.3M0.04%
378AMERICAN EXPRESS COAXP317,117$1.3M0.04%
379ENERGY TRANSFER L PET-PI78,806$1.3M0.04%
380FIRST TR EXCH TRADED FD III33739P103341,004$1.3M0.04%
381VANGUARD WHITEHALL FDS92194679432,064$1.3M0.04%
382BLACKROCK ETF TRUST IIBLK166,465$1.3M0.04%
383LATTICE STRATEGIES TR51841620148,950$1.3M0.04%
384INVESCO EXCH TRADED FD TR IIIVZ27,139$1.2M0.04%
385FIRST TR EXCHANGE TRADED FD33734X14312,186$1.2M0.04%
386GUARANTY BANCSHARES INC TEX40076410635,922$1.2M0.04%
387VANGUARD ADMIRAL FDS INC9219327036,439$1.2M0.04%
388ASSURANT INCAIZN243,539$1.2M0.04%
389HANCOCK JOHN FINL OPPTYS FD40973520635,943$1.2M0.04%
390INVESCO EXCH TRADED FD TR IIIVZ11,229$1.2M0.04%
391ISHARES TR46428867912,802$1.2M0.04%
392SPDR SER TR78464A64951,823$1.2M0.04%
393ISHARES INC46434G103133,062$1.2M0.04%
394PROSHARES TR74347X83171,749$1.2M0.04%
395ENTERPRISE PRODS PARTNERS L29379210739,750$1.2M0.04%
396ISHARES TR4642887607,694$1.2M0.04%
397COMFORT SYS USA INC1999081042,912$1.1M0.04%
398VANGUARD WHITEHALL FDS92194688517,041$1.1M0.04%
399BIOGEN INCBIIB5,766$1.1M0.04%
400GRAINGER W W INC3848021041,069$1.1M0.04%
401ISHARES TR46428759810,524$1.1M0.04%
402ISHARES TR46428746513,126$1.1M0.04%
403SCHWAB STRATEGIC TR80852410216,470$1.1M0.04%
404SPDR SER TR78464A359109,079$1.1M0.04%
405BOOZ ALLEN HAMILTON HLDG CORBAH6,719$1.1M0.04%
406VANGUARD SCOTTSDALE FDS92206C5994,305$1.1M0.04%
407ALIBABA GROUP HLDG LTDBBAAY120,838$1.1M0.04%
408CORNING INCGLW24,087$1.1M0.04%
409ISHARES TR4642876893,321$1.1M0.04%
410PROSHARES TR74347G60614,070$1.1M0.04%
411INNOVATOR ETFS TRUSTINHD29,849$1.1M0.04%
412FIRST TR EXCHANGE-TRADED FD33741X10229,203$1.1M0.03%
413ISHARES TR464288661877,478$1.1M0.03%
414TRUST FOR PROFESSIONAL MANAG89834G73733,421$1.0M0.03%
415TARGET CORPTGT6,585$1.0M0.03%
416DUKE ENERGY CORP NEWDUKB104,909$1.0M0.03%
417J P MORGAN EXCHANGE TRADED F46641Q76118,119$1.0M0.03%
418VANGUARD WORLD FD921910840466,819$1.0M0.03%
419SHOPIFY INCSHOP12,751$1.0M0.03%
420INVESCO ACTIVELY MANAGED EXCIVZ20,333$1.0M0.03%
421ISHARES TR46435G4258,065$1.0M0.03%
422INVESCO ADVANTAGE MUN INCOMEIVZ700,550$1.0M0.03%
423INTEL CORPINTC42,990$1.0M0.03%
424ISHARES TR46428766310,502$1.0M0.03%
425SOUTHERN COSOMN181,327$999,4020.03%
426PROLOGIS INC.PLDGP192,619$988,8990.03%
427SPDR SER TR78468R85352,923$988,5410.03%
428NETAPP INCNTAP7,998$987,8330.03%
429BOSTON SCIENTIFIC CORPBSX11,684$979,1190.03%
430ISHARES TR46434V73885,478$976,0470.03%
431MERCADOLIBRE INCMELI475$974,6810.03%
432THE TRADE DESK INC88339J1058,849$970,2930.03%
433ISHARES TR46428749910,989$968,5480.03%
434ISHARES TR464288653606,062$966,3680.03%
435SCHWAB STRATEGIC TR80852460718,666$961,2970.03%
436ONEOK INC NEWOKE10,522$958,8930.03%
437ALTRIA GROUP INCMO269,677$958,3560.03%
438WISDOMTREE TRWT19,015$954,9350.03%
439INNOVATOR ETFS TRUSTINHD38,507$953,8120.03%
440ISHARES TR4642885708,748$951,6510.03%
441PACER FDS TR69374H70925,864$943,7760.03%
442AMERICAN TOWER CORP NEW03027X100117,972$940,6520.03%
443VANGUARD WORLD FD9219108734,501$930,0170.03%
444ISHARES TR46436E76718,911$928,1270.03%
445ISHARES TR46428723420,225$927,5180.03%
446VANGUARD INTL EQUITY INDEX F922042718362,498$927,3180.03%
447ISHARES INC46434G82212,865$920,3620.03%
448SPDR SER TR78464A29225,606$913,1100.03%
449PACER FDS TR69374H87328,848$912,4530.03%
450VANGUARD SCOTTSDALE FDS92206C87013,287$911,7760.03%
451BROADRIDGE FINL SOLUTIONS IN11133T1034,229$909,3620.03%
452SSGA ACTIVE TR78470P84631,394$901,1650.03%
453ISHARES TR46435G19337,390$889,5080.03%
454UBER TECHNOLOGIES INCUBER51,152$884,8590.03%
455AVERY DENNISON CORPAVY91,857$872,6640.03%
456ENBRIDGE INCENNPF78,016$868,1800.03%
457WISDOMTREE TRWT31,127$864,5170.03%
458SS&C TECHNOLOGIES HLDGS INCSSNC11,578$859,2030.03%
459HARBOR ETF TRUST41151J50537,845$855,4860.03%
460APOLLO GLOBAL MGMT INC03769M10614,133$852,2040.03%
461J P MORGAN EXCHANGE TRADED F46654Q78112,994$851,5020.03%
462INVESCO EXCHANGE TRADED FD TIVZ12,831$849,2840.03%
463INNOVATOR ETFS TRUSTINHD31,725$846,4230.03%
464INVESCO EXCHANGE TRADED FD TIVZ12,511$841,6090.03%
465PROGRESSIVE CORP74331510310,637$839,1840.03%
466INVESCO DB COMMDY INDX TRCKIVZ37,206$828,5710.03%
467KINDER MORGAN INC DELEP-PC37,391$825,9670.03%
468DIMENSIONAL ETF TRUST25434V70824,017$823,5390.03%
469BOEING COBA-PA5,381$818,1940.03%
470DBX ETF TR23305185318,989$803,9940.03%
471DOMINION ENERGY INCD15,208$796,8090.03%
472CAPITAL GROUP DIVIDEND GROWE14021L10940,481$796,2010.03%
473INVESCO EXCHANGE TRADED FD TIVZ14,477$796,1090.03%
474PHILLIPS 66PSX6,054$795,8480.03%
475INNOVATOR ETFS TRUSTINHD20,993$794,7950.03%
476UFP TECHNOLOGIES INCUFPT2,500$791,7500.03%
477MARRIOTT INTL INC NEW5719032023,179$790,3720.03%
478INVESCO EXCH TRD SLF IDX FDIVZ14,889$788,9790.03%
479INNOVATOR ETFS TRUSTINHD23,919$760,8760.03%
480INVESCO EXCH TRADED FD TR IIIVZ27,572$760,1600.03%
481MONOLITHIC PWR SYS INC609839105822$759,9470.03%
482J P MORGAN EXCHANGE TRADED F46641Q83750,472$758,9690.02%
483FIRST TR MORNINGSTAR DIVID L33691710917,964$753,6030.02%
484COLGATE PALMOLIVE COCL13,931$752,4150.02%
485INVESCO EXCH TRADED FD TR IIIVZ10,450$749,5750.02%
486JANUS DETROIT STR TR47103U88615,267$748,7080.02%
487INNOVATOR ETFS TRUSTINHD29,980$747,2430.02%
488VANGUARD WORLD FD92204A5042,637$744,1770.02%
489GLOBAL X FDS37954Y48340,729$734,7430.02%
490GE VERNOVA INCGEV15,321$733,2140.02%
491EOG RES INCEOG5,939$730,1220.02%
492ISHARES INC46428631925,400$728,9770.02%
493READY CAPITAL CORPRC-PE94,681$722,4180.02%
494AMERICAN WTR WKS CO INC NEW0304201034,897$716,0680.02%
495INNOVATOR ETFS TRUSTINHD18,475$707,7770.02%
496CROWDSTRIKE HLDGS INCCRWD2,514$705,1020.02%
497KIMBERLY-CLARK CORPKMB4,919$699,9110.02%
498VOYA INFRASTRUCTURE INDLS &92912X101698,356$698,3560.02%
499FIDELITY COVINGTON TRUST31609237820,500$694,1300.02%
500ROYAL BK CDA780087102147,316$688,6340.02%