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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

Pensionmark Financial Group, LLC

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001062993-25-008161

Total Value
$3.85B
Positions
1,962
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363186,580$95.9M2.88%
2APPLE INCAAPL319,054$70.9M2.13%
3APPLE INCAAPL296,478$65.9M1.98%
4SPDR SER TR78464A854988,952$65.0M1.95%
5VANGUARD BD INDEX FDS921937827822,495$64.4M1.93%
6CHURCH & DWIGHT CO INCCHD556,887$61.3M1.84%
7MICROSOFT CORPMSFT137,652$51.7M1.55%
8VANGUARD BD INDEX FDS921937819515,175$39.4M1.18%
9ISHARES TR46434V100750,064$37.7M1.13%
10ISHARES TR464287408189,870$36.2M1.09%
11JPMORGAN CHASE & CO.VYLD136,812$33.6M1.01%
12AMAZON COM INCAMZN171,164$32.6M0.98%
13ISHARES TR46429B747306,674$31.7M0.95%
14META PLATFORMS INCMETA54,979$31.7M0.95%
15ALPHABET INCGOOG187,831$29.0M0.87%
16ISHARES TR464287309304,640$28.3M0.85%
17VISA INCV76,259$26.7M0.80%
18SCHWAB STRATEGIC TR808524409975,766$25.9M0.78%
19ISHARES TR46432F842332,473$25.2M0.75%
20ISHARES TR464287226253,021$25.0M0.75%
21AMERICAN CENTY ETF TR025072885258,327$23.9M0.72%
22ISHARES TR464287705199,065$23.8M0.71%
23ISHARES TR46432F834307,319$21.5M0.64%
24ISHARES TR46435G268339,355$21.2M0.64%
25BERKSHIRE HATHAWAY INC DELBRK-A39,158$20.9M0.63%
26BROADCOM INCAVGO121,737$20.4M0.61%
27VANGUARD INDEX FDS92290836338,995$20.0M0.60%
28MICROSOFT CORPMSFT50,517$19.0M0.57%
29VANGUARD INDEX FDS922908512114,685$18.4M0.55%
30SPDR S&P 500 ETF TRSPY32,676$18.3M0.55%
31ISHARES INC46434G764331,412$18.3M0.55%
32ISHARES TR46428720031,958$18.0M0.54%
33NVIDIA CORPORATIONNVDA164,896$17.9M0.54%
34ALPHABET INCGOOG113,121$17.7M0.53%
35UNITEDHEALTH GROUP INCUNH33,640$17.6M0.53%
36ISHARES TR464287804167,399$17.5M0.52%
37JPMORGAN CHASE & CO.VYLD71,343$17.5M0.52%
38DIMENSIONAL ETF TRUST25434V203555,963$17.4M0.52%
39ISHARES TR464287879173,257$16.9M0.51%
40WALMART INCWMT191,253$16.8M0.50%
41HOME DEPOT INCHD45,380$16.6M0.50%
42COSTCO WHSL CORP NEW22160K10517,571$16.6M0.50%
43MOTOROLA SOLUTIONS INCMSI36,904$16.2M0.48%
44AMAZON COM INCAMZN84,546$16.1M0.48%
45INVESCO QQQ TRIVZ33,851$15.9M0.48%
46SPDR SER TR78464A854241,117$15.9M0.48%
47VANGUARD TAX-MANAGED FDS921943858311,037$15.8M0.47%
48ISHARES TR464288414147,017$15.5M0.46%
49VANGUARD INDEX FDS92290876955,980$15.4M0.46%
50SALESFORCE INCCRM55,214$14.8M0.44%
51SCHWAB STRATEGIC TR808524805726,853$14.4M0.43%
52VANGUARD INDEX FDS92290861173,422$13.7M0.41%
53EATON CORP PLCETN50,167$13.6M0.41%
54FISERV INCFISV59,895$13.2M0.40%
55SCHWAB STRATEGIC TR808524862541,247$13.2M0.40%
56INVESCO QQQ TRIVZ27,028$12.7M0.38%
57SCHWAB CHARLES CORPSCHW-PJ159,879$12.5M0.38%
58TRANE TECHNOLOGIES PLCTT36,736$12.4M0.37%
59ISHARES TR464287440124,546$11.9M0.36%
60JOHNSON & JOHNSONJNJ71,531$11.9M0.36%
61ISHARES TR464288802102,866$11.8M0.35%
62IQVIA HLDGS INCIQV66,477$11.7M0.35%
63MASTERCARD INCORPORATEDMA21,316$11.7M0.35%
64META PLATFORMS INCMETA20,241$11.7M0.35%
65BOOKING HOLDINGS INCBKNG2,514$11.6M0.35%
66INVESCO EXCHANGE TRADED FD TIVZ280,833$11.3M0.34%
67AIR PRODS & CHEMS INCAIIR38,473$11.3M0.34%
68MERCK & CO INCMRK123,594$11.1M0.33%
69NVIDIA CORPORATIONNVDA101,240$11.0M0.33%
70MEDTRONIC PLCMDT120,833$10.9M0.33%
71SPDR SER TR78464A664393,050$10.7M0.32%
72WISDOMTREE TRWT133,550$10.7M0.32%
73ISHARES TR46429B697113,101$10.6M0.32%
74SPDR SER TR78464A76376,882$10.4M0.31%
75AMERICAN CENTY ETF TR025072703156,968$10.4M0.31%
76PHILIP MORRIS INTL INC71817210963,347$10.1M0.30%
77ANALOG DEVICES INCADI49,809$10.0M0.30%
78EXXON MOBIL CORPXOM84,414$10.0M0.30%
79ELEVANCE HEALTH INCELV22,981$10.0M0.30%
80TJX COS INC NEW87254010981,266$9.9M0.30%
81CME GROUP INCCME36,750$9.7M0.29%
82VISA INCV27,788$9.7M0.29%
83MORGAN STANLEY ETF TRUSTMS-PQ167,589$9.7M0.29%
84CHUBB LIMITEDCB32,084$9.7M0.29%
85COMCAST CORP NEWCCZ259,289$9.6M0.29%
86ISHARES TR46434V282158,713$9.2M0.28%
87BLACKSTONE INCBX65,294$9.1M0.27%
88FIDELITY MERRIMACK STR TR316188309199,519$9.1M0.27%
89ISHARES TR46428720015,966$9.0M0.27%
90EXXON MOBIL CORPXOM72,961$8.7M0.26%
91TAIWAN SEMICONDUCTOR MFG LTD87403910051,202$8.5M0.25%
92SPDR S&P MIDCAP 400 ETF TRMDY15,870$8.5M0.25%
93AMERICAN CENTY ETF TR025072802121,217$8.5M0.25%
94SERVICENOW INCNOW10,547$8.4M0.25%
95VERIZON COMMUNICATIONS INCVZ184,794$8.4M0.25%
96ISHARES TR464287457101,219$8.4M0.25%
97ISHARES TR464288877141,582$8.3M0.25%
98POTLATCHDELTIC CORPORATION737630103183,781$8.3M0.25%
99VANGUARD INDEX FDS92290862932,048$8.3M0.25%
100WALMART INCWMT94,038$8.3M0.25%
101INVESCO ACTIVELY MANAGED EXCIVZ174,569$8.2M0.25%
102PACER FDS TR69374H881149,063$8.2M0.24%
103JANUS DETROIT STR TR47103U845159,237$8.1M0.24%
104CARMAX INCKMX102,927$8.0M0.24%
105ABBVIE INCABBV38,201$8.0M0.24%
106ALPHABET INCGOOG50,242$7.8M0.24%
107ELI LILLY & COLLY9,409$7.8M0.23%
108INNOVATOR ETFS TRUSTINHD186,983$7.8M0.23%
109ISHARES TR46434V647319,419$7.7M0.23%
110MARATHON PETE CORPMARA53,155$7.7M0.23%
111DARDEN RESTAURANTS INCDRI36,793$7.6M0.23%
112J P MORGAN EXCHANGE TRADED F46641Q332131,589$7.5M0.23%
113PAYPAL HLDGS INCPYPL114,512$7.5M0.22%
114CISCO SYS INCCSCO121,023$7.5M0.22%
115CHIPOTLE MEXICAN GRILL INCCMG147,079$7.4M0.22%
116S&P GLOBAL INCSPGI14,498$7.4M0.22%
117ISHARES TR46434V456183,880$7.3M0.22%
118ISHARES GOLD TRIAU122,212$7.2M0.22%
119UNITEDHEALTH GROUP INCUNH13,672$7.2M0.21%
120PIMCO ETF TR72201R83371,164$7.2M0.21%
121REALTY INCOME CORPO122,580$7.1M0.21%
122ISHARES TR46435G326102,658$7.1M0.21%
123ISHARES TR46428815865,920$7.0M0.21%
124THERMO FISHER SCIENTIFIC INCTMO13,955$6.9M0.21%
125ISHARES TR46432F83499,214$6.9M0.21%
126STARBUCKS CORPSBUX70,532$6.9M0.21%
127ISHARES GOLD TRIAU221,808$6.9M0.21%
128ELI LILLY & COLLY8,347$6.9M0.21%
129AIRBNB INCABNB57,410$6.9M0.21%
130CHECK POINT SOFTWARE TECH LTM2246510429,981$6.8M0.20%
131ISHARES TR464288638130,060$6.8M0.20%
132PEPSICO INCPEP45,410$6.8M0.20%
133SCHWAB STRATEGIC TR808524300269,419$6.7M0.20%
134DBX ETF TR233051200153,363$6.6M0.20%
135DISNEY WALT CO25468710666,912$6.6M0.20%
136ALLSTATE CORPALL-PJ31,842$6.6M0.20%
137LEGG MASON ETF INVT52468L505203,130$6.6M0.20%
138ISHARES TR46435U853176,097$6.5M0.19%
139VANGUARD INDEX FDS92290875129,048$6.4M0.19%
140FIDELITY COVINGTON TRUST316092840128,026$6.4M0.19%
141SCHWAB STRATEGIC TR808524300252,043$6.3M0.19%
142QUALCOMM INCQCOM41,068$6.3M0.19%
143T ROWE PRICE ETF INC87283Q867194,541$6.3M0.19%
144ALPHABET INCGOOG39,829$6.2M0.18%
145ISHARES TR46428780458,495$6.1M0.18%
146BROADCOM INCAVGO36,347$6.1M0.18%
147ISHARES TR46434V613131,527$6.1M0.18%
148ISHARES TR46434V100119,875$6.0M0.18%
149CHEVRON CORP NEWCVX35,912$6.0M0.18%
150CONOCOPHILLIPSCOP57,154$6.0M0.18%
151ADVANCED MICRO DEVICES INCAMD58,316$6.0M0.18%
152ORACLE CORPORCL-PD42,852$6.0M0.18%
153FIRST TR NASDAQ 100 TECH IND33734510234,177$5.9M0.18%
154NXP SEMICONDUCTORS N VNXPI31,118$5.9M0.18%
155PIMCO DYNAMIC INCOME FD72201Y101297,465$5.9M0.18%
156BERKSHIRE HATHAWAY INC DELBRK-A11,050$5.9M0.18%
157ABBVIE INCABBV28,047$5.9M0.18%
158ADOBE INCADBE15,198$5.8M0.17%
159ALPS ETF TR00162Q346220,517$5.7M0.17%
160SPDR S&P 500 ETF TRSPY10,080$5.6M0.17%
161JOHNSON CTLS INTL PLCG5150210570,307$5.6M0.17%
162WELLS FARGO CO NEW94974610178,303$5.6M0.17%
163ISHARES INC46434G103102,937$5.6M0.17%
164MONDELEZ INTL INC60920710581,630$5.5M0.17%
165FIRST TR EXCHANGE-TRADED FD33733E30224,854$5.5M0.17%
166HARBOR ETF TRUST41151J885208,069$5.5M0.17%
167SCHWAB STRATEGIC TR808524797197,126$5.5M0.17%
168ISHARES TR46428730959,327$5.5M0.17%
169FRANKLIN TEMPLETON ETF TRFGDL96,558$5.4M0.16%
170NEXTERA ENERGY INCNEE-PW76,685$5.4M0.16%
171VANGUARD BD INDEX FDS92193779376,657$5.4M0.16%
172ISHARES TR46434V613116,803$5.4M0.16%
173CENCORA INCCOR19,295$5.4M0.16%
174FIDELITY NATL INFORMATION SV31620M10671,679$5.4M0.16%
175PROSHARES TR74348A46752,092$5.3M0.16%
176INVESCO EXCHANGE TRADED FD TIVZ114,983$5.3M0.16%
177SPDR S&P 500 ETF TRSPY9,400$5.3M0.16%
178ABBOTT LABSABLZF39,532$5.2M0.16%
179APPLIED MATLS INC03822210535,617$5.2M0.16%
180L3HARRIS TECHNOLOGIES INCLHX24,672$5.2M0.15%
181HARTFORD FDS EXCHANGE TRADED41653L503133,968$5.2M0.15%
182ISHARES TR46428851365,238$5.1M0.15%
183STERIS PLCSTE22,625$5.1M0.15%
184CHEVRON CORP NEWCVX30,120$5.0M0.15%
185EDWARDS LIFESCIENCES CORPEW69,238$5.0M0.15%
186VANGUARD SCOTTSDALE FDS92206C40962,882$5.0M0.15%
187ISHARES GOLD TRIAU84,020$5.0M0.15%
188LOWES COS INC54866110721,169$4.9M0.15%
189INVESTMENT MANAGERS SER TR I46144X107133,167$4.9M0.15%
190PEPSICO INCPEP32,495$4.9M0.15%
191CAPITAL GROUP DIVIDEND VALUE14020W106135,586$4.8M0.14%
192UNION PAC CORPUNP20,378$4.8M0.14%
193DOUBLELINE YIELD OPPORTUNITIDLY298,950$4.8M0.14%
194PACER FDS TR69374H360154,641$4.8M0.14%
195DIAGEO PLCDGEAF44,977$4.7M0.14%
196ISHARES TR46432F84262,271$4.7M0.14%
197VANGUARD INDEX FDS92290863718,237$4.7M0.14%
198INVESCO EXCH TRD SLF IDX FDIVZ94,592$4.7M0.14%
199ISHARES TR46432F33927,309$4.7M0.14%
200CINCINNATI FINL CORP17206210131,470$4.6M0.14%
201SPDR SER TR78468R62248,336$4.6M0.14%
202INVESCO EXCH TRADED FD TR IIIVZ23,542$4.5M0.14%
203PROCTER AND GAMBLE CO74271810926,559$4.5M0.14%
204INVESCO EXCHANGE TRADED FD TIVZ45,012$4.5M0.13%
205HOME DEPOT INCHD12,200$4.5M0.13%
206INVESCO EXCH TRADED FD TR IIIVZ23,114$4.5M0.13%
207VANGUARD SCOTTSDALE FDS92206C40956,364$4.4M0.13%
208BANK AMERICA CORP060505104106,074$4.4M0.13%
209FIDELITY COVINGTON TRUST31609284088,985$4.4M0.13%
210ISHARES TR46428750775,544$4.4M0.13%
211ISHARES TR46429B68956,171$4.4M0.13%
212AUTODESK INCADSK16,666$4.4M0.13%
213ISHARES TR46429B69746,338$4.3M0.13%
214UNILEVER PLCUNLYF72,763$4.3M0.13%
215ZOETIS INCZTS26,230$4.3M0.13%
216ISHARES TR46435U54990,868$4.3M0.13%
217INVESCO EXCH TRADED FD TR IIIVZ43,411$4.3M0.13%
218SPDR GOLD TRGLD14,784$4.3M0.13%
219SELECT SECTOR SPDR TR81369Y70432,424$4.2M0.13%
220PIMCO ACCESS INCOME FUNDPAXS263,610$4.2M0.13%
221ISHARES TR46428740822,173$4.2M0.13%
222INNOVATOR ETFS TRUSTINHD104,828$4.2M0.13%
223VANGUARD TAX-MANAGED FDS92194385882,514$4.2M0.13%
224SPDR SER TR78464A40952,058$4.2M0.13%
225SPROTT PHYSICAL SILVER TRSII360,202$4.2M0.13%
226SPDR SER TR78468R408165,388$4.2M0.12%
227JANUS DETROIT STR TR47103U84582,036$4.2M0.12%
228ISHARES TR46428858844,297$4.2M0.12%
229PROCTER AND GAMBLE CO74271810924,354$4.2M0.12%
230BECTON DICKINSON & COBDX18,074$4.1M0.12%
231JOHNSON & JOHNSONJNJ24,900$4.1M0.12%
232ABRDN SILVER ETF TRUSTSIVR126,394$4.1M0.12%
233FIRST TR EXCHANGE TRADED FD33734X13577,232$4.1M0.12%
234ISHARES INC46428653369,795$4.1M0.12%
235INVESCO EXCHANGE TRADED FD TIVZ23,447$4.1M0.12%
236RTX CORPORATIONRTX30,640$4.1M0.12%
237ISHARES TR46428746549,585$4.1M0.12%
238PUBLIC SVC ENTERPRISE GRP IN74457310648,930$4.0M0.12%
239BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M0.12%
240NOVARTIS AGNVSEF35,763$4.0M0.12%
241ROPER TECHNOLOGIES INCROP6,747$4.0M0.12%
242CAPITAL GRP FIXED INCM ETF T14020Y201148,272$4.0M0.12%
243INNOVATOR ETFS TRUSTINHD110,268$3.9M0.12%
244BEST BUY INCBBY53,238$3.9M0.12%
245AMERICAN CENTY ETF TR02507288542,400$3.9M0.12%
246VANGUARD INDEX FDS92290862914,998$3.9M0.12%
247DIAMONDBACK ENERGY INCFANG24,037$3.8M0.12%
248MARSH & MCLENNAN COS INC57174810215,547$3.8M0.11%
249UNION PAC CORPUNP16,015$3.8M0.11%
250FIRST TR EXCHANGE TRADED FD33738R50664,129$3.8M0.11%
251VANGUARD ADMIRAL FDS INC92193277844,563$3.7M0.11%
252VANGUARD WHITEHALL FDS92194681045,073$3.7M0.11%
253VANGUARD INTL EQUITY INDEX F92204285882,396$3.7M0.11%
254VANGUARD INDEX FDS92290875116,783$3.7M0.11%
255J P MORGAN EXCHANGE TRADED F46641Q33265,110$3.7M0.11%
256SPDR DOW JONES INDL AVERAGE78467X1098,799$3.7M0.11%
257BANK NEW YORK MELLON CORP06405810043,601$3.7M0.11%
258ISHARES TR46434V40784,972$3.6M0.11%
259RAYMOND JAMES FINL INC75473010925,810$3.6M0.11%
260EA SERIES TRUST02072L56532,130$3.6M0.11%
261TESLA INCTSLA13,746$3.6M0.11%
262ILLINOIS TOOL WKS INC45230810914,301$3.5M0.11%
263EBAY INC.EBAY52,032$3.5M0.11%
264VANGUARD INDEX FDS92290865220,329$3.5M0.11%
265PROSHARES TR74347B68043,312$3.5M0.10%
266SPDR GOLD TRGLD12,083$3.5M0.10%
267VANGUARD SPECIALIZED FUNDS92190884417,935$3.5M0.10%
268FIRST TR EXCHNG TRADED FD VI33740F80579,337$3.5M0.10%
269GENERAL DYNAMICS CORPGD12,720$3.5M0.10%
270COSTCO WHSL CORP NEW22160K1053,661$3.5M0.10%
271MCKESSON CORPMCK5,123$3.4M0.10%
272TIDAL TR II88636J105202,813$3.4M0.10%
273SCHWAB STRATEGIC TR808524409127,226$3.4M0.10%
274ISHARES TR46428861231,895$3.4M0.10%
275ECOLAB INCECL13,322$3.4M0.10%
276J P MORGAN EXCHANGE TRADED F46641Q83766,648$3.4M0.10%
277ACCENTURE PLC IRELANDACN10,771$3.4M0.10%
278VANGUARD INDEX FDS92290874419,405$3.4M0.10%
279ISHARES TR46428863863,623$3.3M0.10%
280TESLA INCTSLA12,790$3.3M0.10%
281SCHWAB STRATEGIC TR80852488891,912$3.3M0.10%
282FIRST TR VALUE LINE DIVID IN33734H10673,703$3.3M0.10%
283VANGUARD INDEX FDS92290876911,947$3.3M0.10%
284ISHARES TR46436E528141,225$3.3M0.10%
285METTLER TOLEDO INTERNATIONALMTD2,773$3.3M0.10%
286SANOFISNYNF58,321$3.2M0.10%
287AT&T INCT-PC114,170$3.2M0.10%
288VANGUARD WORLD FD92204A7025,914$3.2M0.10%
289SALESFORCE INCCRM11,923$3.2M0.10%
290BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M0.10%
291ISHARES TR46428827349,941$3.2M0.10%
292INDEPENDENT BK CORP MASS45383610850,500$3.2M0.09%
293COCA COLA COKO43,612$3.1M0.09%
294PACER FDS TR69374H81665,053$3.1M0.09%
295CAPITAL GROUP GROWTH ETF14020G10191,004$3.1M0.09%
296ISHARES TR46429B66325,519$3.1M0.09%
297VANGUARD WHITEHALL FDS92194640623,716$3.1M0.09%
298VEEVA SYS INCVEEV13,097$3.0M0.09%
299RTX CORPORATIONRTX22,671$3.0M0.09%
300ISHARES TR46436E55176,164$3.0M0.09%
301ISHARES TR46428865328,486$3.0M0.09%
302VANGUARD INDEX FDS92290855332,569$2.9M0.09%
303ISHARES TR46428844894,690$2.9M0.09%
304FIRST TR EXCHANGE-TRADED FD33733E10432,678$2.9M0.09%
305COLUMBIA ETF TR I19761L70687,906$2.9M0.09%
306HONEYWELL INTL INC43851610613,781$2.9M0.09%
307MEDTRONIC PLCMDT32,406$2.9M0.09%
308AMGEN INCAMGN9,296$2.9M0.09%
309ISHARES TR46428866124,221$2.9M0.09%
310NETFLIX INCNFLX3,055$2.8M0.09%
311VANGUARD INDEX FDS9229087367,568$2.8M0.08%
312ISHARES TR46428770523,317$2.8M0.08%
313INNOVATOR ETFS TRUSTINHD88,460$2.8M0.08%
314FISERV INCFISV12,550$2.8M0.08%
315ADOBE INCADBE7,205$2.8M0.08%
316NORFOLK SOUTHN CORP65584410811,598$2.7M0.08%
317ISHARES TR46428760632,899$2.7M0.08%
318AMERICAN CENTY ETF TR02507270340,857$2.7M0.08%
319VANGUARD CHARLOTTE FDS92203J40754,972$2.7M0.08%
320VANGUARD INDEX FDS92290853810,910$2.7M0.08%
321INVESCO EXCHANGE TRADED FD TIVZ57,935$2.7M0.08%
322GOLDMAN SACHS GROUP INCGSCE4,843$2.6M0.08%
323ISHARES TR46428825722,701$2.6M0.08%
324S&P GLOBAL INCSPGI5,120$2.6M0.08%
325VANECK ETF TRUST92189F67612,292$2.6M0.08%
326FIRST TR EXCHANGE TRADED FD33738R11835,242$2.6M0.08%
327INNOVATOR ETFS TRUSTINHD105,331$2.6M0.08%
328LATTICE STRATEGIES TR51841610283,137$2.6M0.08%
329BLACKROCK ETF TRUST IIBLK49,082$2.6M0.08%
330EA SERIES TRUST02072L58179,250$2.6M0.08%
331DEXCOM INCDXCM37,574$2.6M0.08%
332EA SERIES TRUST02072L68071,153$2.6M0.08%
333STRYKER CORPORATIONSYK6,875$2.6M0.08%
334PACER FDS TR69374H85768,084$2.6M0.08%
335MARVELL TECHNOLOGY INCMRVL41,158$2.5M0.08%
336PALO ALTO NETWORKS INCPANW14,797$2.5M0.08%
337ORACLE CORPORCL-PD18,057$2.5M0.08%
338ISHARES TR46435G47492,446$2.5M0.07%
339INTERNATIONAL BUSINESS MACHSINTR9,926$2.5M0.07%
340INVESCO EXCHANGE TRADED FD TIVZ26,900$2.5M0.07%
341DANAHER CORPORATION23585110211,986$2.5M0.07%
342INVESCO EXCHANGE TRADED FD TIVZ26,837$2.5M0.07%
343VERIZON COMMUNICATIONS INCVZ54,106$2.5M0.07%
344CISCO SYS INCCSCO39,380$2.4M0.07%
345VANGUARD WORLD FD9219108167,793$2.4M0.07%
346ISHARES TR46428765512,021$2.4M0.07%
347SELECT SECTOR SPDR TR81369Y20916,398$2.4M0.07%
348VANGUARD SPECIALIZED FUNDS92190884412,335$2.4M0.07%
349AMGEN INCAMGN7,663$2.4M0.07%
350ISHARES INC46434G76443,061$2.4M0.07%
351NIKE INCNKE36,950$2.3M0.07%
352SPROTT PHYSICAL GOLD TRSII97,335$2.3M0.07%
353ISHARES TR46428841422,045$2.3M0.07%
354WATERS CORP9418481036,295$2.3M0.07%
355CATERPILLAR INCCAT7,014$2.3M0.07%
356FEDEX CORPFDX9,371$2.3M0.07%
357SELECT SECTOR SPDR TR81369Y80311,022$2.3M0.07%
358VANGUARD BD INDEX FDS92203C30345,400$2.3M0.07%
359US BANCORP DELUSB-PS53,289$2.3M0.07%
360DIMENSIONAL ETF TRUST25434V10458,369$2.2M0.07%
361VANGUARD INDEX FDS92290851213,975$2.2M0.07%
362VANGUARD SCOTTSDALE FDS92206C10238,097$2.2M0.07%
363BRISTOL-MYERS SQUIBB COCELG-RI36,247$2.2M0.07%
364ISHARES TR46436E71821,933$2.2M0.07%
365COCA COLA COKO30,645$2.2M0.07%
366FIRST TR EXCHANGE TRADED FD33734X10137,904$2.2M0.07%
367ISHARES TR4642876146,062$2.2M0.07%
368COLUMBIA ETF TR I19761L70665,458$2.2M0.07%
369INNOVATOR ETFS TRUSTINHD69,118$2.2M0.07%
370GILEAD SCIENCES INCGILD19,330$2.2M0.06%
371VANGUARD WORLD FD92204A30616,664$2.2M0.06%
372INVESCO EXCH TRADED FD TR IIIVZ28,622$2.1M0.06%
373SCHWAB STRATEGIC TR80852420196,420$2.1M0.06%
374INVESCO EXCH TRADED FD TR IIIVZ186,897$2.1M0.06%
375LOCKHEED MARTIN CORPLMT4,682$2.1M0.06%
376ISHARES TR46428788716,729$2.1M0.06%
377FIDELITY MERRIMACK STR TR31618830945,504$2.1M0.06%
378BLACKROCK ETF TRUSTBLK42,427$2.1M0.06%
379TRUST FOR PROFESSIONAL MANAG89834G72960,115$2.0M0.06%
380CADENCE DESIGN SYSTEM INCCDNS8,030$2.0M0.06%
381TIDAL TR II88636J81692,343$2.0M0.06%
382SHOPIFY INCSHOP21,351$2.0M0.06%
383PFIZER INCPFE80,311$2.0M0.06%
384AUTOMATIC DATA PROCESSING INADP6,629$2.0M0.06%
385ISHARES TR46434V62132,779$2.0M0.06%
386ACCENTURE PLC IRELANDACN6,348$2.0M0.06%
387PROGRESSIVE CORP7433151036,988$2.0M0.06%
388SYNOPSYS INCSNPS4,606$2.0M0.06%
389ISHARES TR46428787920,253$2.0M0.06%
390VANGUARD SCOTTSDALE FDS92206C71423,864$2.0M0.06%
391ALPS ETF TR00162Q45237,883$2.0M0.06%
392ISHARES TR46428750733,651$2.0M0.06%
393MOTOROLA SOLUTIONS INCMSI4,484$2.0M0.06%
394SPDR SER TR78464A69834,500$2.0M0.06%
395SSGA ACTIVE ETF TR78467V60847,326$1.9M0.06%
396AT&T INCT-PC68,517$1.9M0.06%
397ISHARES TR46428888519,306$1.9M0.06%
398ALPS ETF TR00162Q34673,985$1.9M0.06%
399PROSPERITY BANCSHARES INCPB26,733$1.9M0.06%
400KKR & CO INCKKRT16,496$1.9M0.06%
401SPDR S&P 500 ETF TRSPY3,400$1.9M0.06%
402ISHARES TR46428744019,903$1.9M0.06%
403MONOLITHIC PWR SYS INC6098391053,252$1.9M0.06%
404GOLDMAN SACHS GROUP INCGSCE3,452$1.9M0.06%
405MCDONALDS CORPMCD6,023$1.9M0.06%
406BLACKROCK INCBLK1,983$1.9M0.06%
407BANK AMERICA CORP06050510444,928$1.9M0.06%
408REAVES UTIL INCOME FD75615810157,612$1.9M0.06%
409TIDAL TR II88636J81684,795$1.9M0.06%
410PIMCO ETF TR72201R86636,288$1.9M0.06%
411HONEYWELL INTL INC4385161068,819$1.9M0.06%
412BLACKROCK INCBLK1,972$1.9M0.06%
413QUALCOMM INCQCOM12,089$1.9M0.06%
414TRUST FOR PROFESSIONAL MANAG89834G75262,830$1.9M0.06%
415MERCK & CO INCMRK20,656$1.9M0.06%
416PFIZER INCPFE73,124$1.9M0.06%
417CINTAS CORPCTAS9,011$1.9M0.06%
418PIMCO ETF TR72201R83318,306$1.8M0.06%
419VANGUARD BD INDEX FDS92193783524,998$1.8M0.06%
420FIRST TR EXCHANGE TRADED FD33738R50631,362$1.8M0.06%
421CAPITAL GROUP CORE BALANCED14021D10759,260$1.8M0.06%
422VANGUARD BD INDEX FDS92193782723,289$1.8M0.05%
423FIRST TR EXCHANGE-TRADED FD33733E10420,053$1.8M0.05%
424DIMENSIONAL ETF TRUST25434V10446,521$1.8M0.05%
425VANGUARD INDEX FDS9229086376,941$1.8M0.05%
426CVS HEALTH CORPCVS26,289$1.8M0.05%
427INVESCO ACTIVELY MANAGED EXCIVZ35,460$1.8M0.05%
428ABBOTT LABSABLZF13,387$1.8M0.05%
429FIRST TR EXCHANGE TRADED FD33734X18442,950$1.8M0.05%
430MICROSTRATEGY INCSTRK6,110$1.8M0.05%
431LOCKHEED MARTIN CORPLMT3,928$1.8M0.05%
432RIVERNORTH MANAGED DUR MUN I76882H105120,800$1.7M0.05%
433VANECK ETF TRUST92189F64319,548$1.7M0.05%
434WASTE MGMT INC DEL94106L1097,428$1.7M0.05%
435VANGUARD STAR FDS92190976827,638$1.7M0.05%
436L3HARRIS TECHNOLOGIES INCLHX8,179$1.7M0.05%
437INTERNATIONAL BUSINESS MACHSINTR6,826$1.7M0.05%
438COLUMBIA ETF TR I19761L88890,893$1.7M0.05%
439WEC ENERGY GROUP INCWEC15,486$1.7M0.05%
440INNOVATOR ETFS TRUSTINHD68,192$1.7M0.05%
441AMERICAN CENTY ETF TR02507287719,200$1.7M0.05%
442CITIGROUP INCC-PR23,240$1.6M0.05%
443NUCOR CORPNUE13,512$1.6M0.05%
444GERON CORPGERN1,019,510$1.6M0.05%
445VANGUARD INDEX FDS9229087364,369$1.6M0.05%
446COHEN & STEERS TOTAL RETURN19247R103133,500$1.6M0.05%
447SELECT SECTOR SPDR TR81369Y8037,751$1.6M0.05%
448CAPITAL ONE FINL CORP14040H1058,874$1.6M0.05%
449ISHARES SILVER TRSLV51,304$1.6M0.05%
450FIRST TR EXCH TRADED FD III33739P10324,806$1.6M0.05%
451ISHARES TR46428715013,027$1.6M0.05%
452WISDOMTREE TRWT16,023$1.6M0.05%
453NASDAQ INCNDAQ20,747$1.6M0.05%
454STRYKER CORPORATIONSYK4,213$1.6M0.05%
455ISHARES TR46428858816,710$1.6M0.05%
456TIDAL TR II88636J10592,291$1.6M0.05%
457MORGAN STANLEYMS-PQ13,386$1.6M0.05%
458VANGUARD INDEX FDS9229086118,374$1.6M0.05%
459VANGUARD BD INDEX FDS92193781920,318$1.6M0.05%
460ASSURANT INCAIZN7,405$1.6M0.05%
461CAPITAL GROUP CORE EQUITY ET14020V10846,490$1.6M0.05%
462ISHARES TR46434V62124,878$1.5M0.05%
463ISHARES TR46435U86131,648$1.5M0.05%
464WISDOMTREE TRWT41,618$1.5M0.05%
465TIDAL TR II88636J20465,290$1.5M0.05%
466ALTRIA GROUP INCMO25,456$1.5M0.05%
467ISHARES TR46428820820,616$1.5M0.05%
468J P MORGAN EXCHANGE TRADED F46641Q67031,637$1.5M0.04%
469SPDR SER TR78464A1288,071$1.5M0.04%
470SPDR SER TR78468R66316,096$1.5M0.04%
471CRA INTL INC12618T1058,506$1.5M0.04%
472ISHARES TR46428864628,100$1.5M0.04%
473TIDAL TR II88636J20462,768$1.5M0.04%
474VANGUARD SCOTTSDALE FDS92206C10224,872$1.5M0.04%
475KRANESHARES TRUST50076730641,625$1.5M0.04%
476AMERICAN ELEC PWR CO INC02553710113,298$1.5M0.04%
477DUKE ENERGY CORP NEWDUKB11,871$1.4M0.04%
478VANGUARD WHITEHALL FDS92194640611,137$1.4M0.04%
479VANGUARD INDEX FDS9229085955,701$1.4M0.04%
480SPDR SER TR78464A82118,060$1.4M0.04%
481CAPITAL GROUP CORE BALANCED14021D10746,157$1.4M0.04%
482OMNICOM GROUP INCOMC17,227$1.4M0.04%
483ADVANCED MICRO DEVICES INCAMD13,732$1.4M0.04%
484ISHARES INC46434G10326,110$1.4M0.04%
485ENERGY TRANSFER L PET-PI75,542$1.4M0.04%
486SYNCHRONY FINANCIALSYF-PB26,526$1.4M0.04%
487LAUDER ESTEE COS INC51843910421,232$1.4M0.04%
488GUARANTY BANCSHARES INC TEX40076410634,922$1.4M0.04%
489INVESCO EXCH TRADED FD TR IIIVZ34,306$1.4M0.04%
490ISHARES TR46428828115,357$1.4M0.04%
491ABRDN SILVER ETF TRUSTSIVR42,733$1.4M0.04%
492INVESCO EXCHANGE TRADED FD TIVZ7,998$1.4M0.04%
493BRISTOL-MYERS SQUIBB COCELG-RI22,632$1.4M0.04%
494VANGUARD WHITEHALL FDS92194688521,496$1.4M0.04%
495GE AEROSPACE3696043016,891$1.4M0.04%
496THERMO FISHER SCIENTIFIC INCTMO2,767$1.4M0.04%
497SELECT SECTOR SPDR TR81369Y2099,419$1.4M0.04%
498PALANTIR TECHNOLOGIES INCPLTR16,287$1.4M0.04%
499PROSHARES TR74347X83123,844$1.4M0.04%
500ALLSTATE CORPALL-PJ6,597$1.4M0.04%