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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

Dakota Wealth Management

Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001085146-23-001688

Total Value
$1.50B
Positions
913
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663691,966$63.5M4.41%
2APPLE INCAAPL353,672$58.3M4.05%
3MICROSOFT CORPMSFT198,497$57.2M3.97%
4EXXON MOBIL CORPXOM209,184$22.9M1.59%
5ISHARES TR464287101118,055$22.1M1.53%
6NEXTERA ENERGY INCNEE-PW277,176$21.4M1.48%
7VISA INCV87,630$19.8M1.37%
8SPDR SER TR78468R523192,820$19.2M1.33%
9JPMORGAN CHASE & COVYLD142,803$18.6M1.29%
10ZOETIS INCZTS109,971$18.3M1.27%
11CHEVRON CORP NEWCVX109,618$17.9M1.24%
12SPDR SER TR78468R101580,629$17.0M1.18%
13INVESCO QQQ TRIVZ50,499$16.2M1.12%
14LILLY ELI & COLLY46,312$15.9M1.10%
15ALPHABET INCGOOG145,346$15.1M1.05%
16CATERPILLAR INCCAT65,274$14.9M1.04%
17AMAZON COM INCAMZN141,723$14.6M1.02%
18SPDR SER TR78468R853374,453$14.1M0.98%
19PEPSICO INCPEP75,855$13.8M0.96%
20BERKSHIRE HATHAWAY INC DELBRK-A44,656$13.8M0.96%
21ISHARES TR46429B697184,105$13.4M0.93%
22EATON CORP PLCETN77,687$13.3M0.92%
23JOHNSON & JOHNSONJNJ84,272$13.1M0.91%
24VALERO ENERGY CORPVLO92,220$12.9M0.89%
25BROADCOM INCAVGO19,996$12.8M0.89%
26MERCK & CO INCMRK117,509$12.5M0.87%
27J P MORGAN EXCHANGE TRADED F46641Q837236,988$11.9M0.83%
28ISHARES TR46428761448,258$11.8M0.82%
29ALPHABET INCGOOG108,859$11.3M0.79%
30PROGRESSIVE CORP74331510378,182$11.2M0.78%
31WASTE MGMT INC DEL94106L10964,440$10.5M0.73%
32ACCENTURE PLC IRELANDACN36,690$10.5M0.73%
33ULTA BEAUTY INCULTA18,749$10.2M0.71%
34NVIDIA CORPORATIONNVDA36,740$10.2M0.71%
35HOME DEPOT INCHD33,329$9.8M0.68%
36ABBOTT LABSABLZF95,211$9.6M0.67%
37AUTOZONE INCAZO3,844$9.4M0.66%
38META PLATFORMS INCMETA44,030$9.3M0.65%
39ISHARES TR464287457110,501$9.1M0.63%
40NIKE INCNKE73,820$9.1M0.63%
41SSGA ACTIVE ETF TR78467V608205,338$8.5M0.59%
42DISNEY WALT CO25468710683,737$8.4M0.58%
43UNITEDHEALTH GROUP INCUNH17,610$8.3M0.58%
44ISHARES TR464287713352,976$8.2M0.57%
45COSTCO WHSL CORP NEW22160K10516,246$8.1M0.56%
46QUANTA SVCS INC74762E10247,238$7.9M0.55%
47KINDER MORGAN INC DELEP-PC443,584$7.8M0.54%
48PFIZER INCPFE186,671$7.6M0.53%
49STARBUCKS CORPSBUX72,590$7.6M0.52%
50SELECT SECTOR SPDR TR81369Y860200,055$7.5M0.52%
51SPDR S&P 500 ETF TRSPY18,078$7.4M0.51%
52SELECT SECTOR SPDR TR81369Y80348,449$7.3M0.51%
53THERMO FISHER SCIENTIFIC INCTMO12,659$7.3M0.51%
54ISHARES TR46428815868,662$7.2M0.50%
55BECTON DICKINSON & COBDX28,682$7.1M0.49%
56ABBVIE INCABBV44,542$7.1M0.49%
57SPDR S&P MIDCAP 400 ETF TRMDY15,374$7.0M0.49%
58INGERSOLL RAND INCIR118,673$6.9M0.48%
59ISHARES TR464288646129,868$6.6M0.46%
60GALLAGHER ARTHUR J & CO36357610933,735$6.5M0.45%
61HONEYWELL INTL INC43851610633,716$6.4M0.45%
62MCDONALDS CORPMCD22,887$6.4M0.44%
63SCHWAB CHARLES CORPSCHW-PJ119,331$6.3M0.43%
64AMERISOURCEBERGEN CORPCOR38,499$6.2M0.43%
65COMCAST CORP NEWCCZ161,588$6.1M0.43%
66ARCHER DANIELS MIDLAND COADM76,758$6.1M0.42%
67WILLIS TOWERS WATSON PLC LTDWTW25,752$6.0M0.42%
68CAPITAL ONE FINL CORP14040H10560,903$5.9M0.41%
69APPLE HOSPITALITY REIT INCAPLE370,792$5.8M0.40%
70SPDR SER TR78464A409102,560$5.7M0.39%
71DEERE & CODE13,552$5.6M0.39%
72PROCTER AND GAMBLE CO74271810936,767$5.5M0.38%
73PHILIP MORRIS INTL INC71817210955,256$5.4M0.37%
74ESSEX PPTY TR INC29717810524,672$5.2M0.36%
75SPDR SER TR78464A508126,693$5.2M0.36%
76SPDR GOLD TRGLD27,647$5.1M0.35%
77DIAGEO PLCDGEAF27,839$5.0M0.35%
78MCCORMICK & CO INCMKC-V57,776$4.8M0.33%
79ORACLE CORPORCL-PD51,131$4.8M0.33%
80AMERICAN ELEC PWR CO INC02553710150,479$4.6M0.32%
81EQUINIX INCEQIX6,307$4.5M0.32%
82GLOBAL PMTS INC37940X10242,924$4.5M0.31%
83MASTERCARD INCORPORATEDMA12,418$4.5M0.31%
84CROWN CASTLE INCCCI33,555$4.5M0.31%
85CONOCOPHILLIPSCOP44,684$4.4M0.31%
86SELECT SECTOR SPDR TR81369Y88664,189$4.3M0.30%
87REALTY INCOME CORPO67,161$4.3M0.30%
88ISHARES TR46428722642,430$4.2M0.29%
89NUVEEN AMT FREE QLTY MUN INCNU372,325$4.1M0.29%
90METLIFE INCMET-PF71,398$4.1M0.29%
91BANK NEW YORK MELLON CORP06405810089,523$4.1M0.28%
92L3HARRIS TECHNOLOGIES INCLHX20,457$4.0M0.28%
93ISHARES TR46428863878,285$4.0M0.28%
94CVS HEALTH CORPCVS53,060$3.9M0.27%
95NUVEEN NEW YORK AMT QLT MUNINU370,303$3.9M0.27%
96SCHWAB STRATEGIC TR80852479753,192$3.9M0.27%
97ISHARES TR46428841436,059$3.9M0.27%
98SELECT SECTOR SPDR TR81369Y30851,806$3.9M0.27%
99VERIZON COMMUNICATIONS INCVZ97,004$3.8M0.26%
100SELECT SECTOR SPDR TR81369Y20929,061$3.8M0.26%
101TRUIST FINL CORP89832Q109106,756$3.6M0.25%
102CHARTER COMMUNICATIONS INC N16119P10810,127$3.6M0.25%
103SELECT SECTOR SPDR TR81369Y10044,642$3.6M0.25%
104ISHARES TR46428765520,041$3.6M0.25%
105VANGUARD INDEX FDS9229083639,240$3.5M0.24%
106ISHARES TR46428762214,889$3.4M0.23%
107SELECT SECTOR SPDR TR81369Y85256,807$3.3M0.23%
108PHILLIPS 66PSX32,020$3.2M0.23%
109SIMPLIFY EXCHANGE TRADED FUN82889N699137,248$3.2M0.22%
110GENERAL MTRS CO37045V10084,426$3.1M0.21%
111TARGET CORPTGT18,607$3.1M0.21%
112VANGUARD INDEX FDS92290873612,319$3.1M0.21%
113WHIRLPOOL CORPWHR-PA23,081$3.0M0.21%
114UNILEVER PLCUNLYF58,436$3.0M0.21%
115PENTAIR PLCPNR54,590$3.0M0.21%
116VANECK ETF TRUST92189F387130,210$2.9M0.20%
117CANADIAN NAT RES LTD13638510152,405$2.9M0.20%
118DOMINION ENERGY INCD51,512$2.9M0.20%
119SELECT SECTOR SPDR TR81369Y40719,152$2.9M0.20%
120ISHARES TR4642872006,933$2.9M0.20%
121SPDR SER TR78464A85459,120$2.8M0.20%
122MICROSOFT CORPMSFT9,807$2.8M0.20%
123WYNN RESORTS LTDWYNN24,908$2.8M0.19%
124BANK AMERICA CORP06050510496,173$2.8M0.19%
125UNION PAC CORPUNP13,448$2.7M0.19%
126EATON VANCE MUN BD FDETN255,116$2.7M0.18%
127MDU RES GROUP INC55269010986,194$2.6M0.18%
128BLACKROCK MUNICIPAL INCOMEBLK224,168$2.6M0.18%
129ISHARES TR46428780426,515$2.6M0.18%
130PRINCIPAL FINANCIAL GROUP INPFG34,408$2.6M0.18%
131PROLOGIS INC.PLDGP20,361$2.5M0.18%
132SELECT SECTOR SPDR TR81369Y60578,913$2.5M0.18%
133CISCO SYS INCCSCO46,624$2.4M0.17%
134MONDELEZ INTL INC60920710534,686$2.4M0.17%
135FIDELITY NATL INFORMATION SV31620M10644,497$2.4M0.17%
136QUALCOMM INCQCOM18,594$2.4M0.16%
137PAYCHEX INCPAYX20,289$2.3M0.16%
138BLACKROCK UTILS INFRASTRUCTUBLK95,539$2.3M0.16%
139SELECT SECTOR SPDR TR81369Y70422,274$2.3M0.16%
140POSTAL REALTY TRUST INCPSTL146,357$2.2M0.15%
141RAYTHEON TECHNOLOGIES CORPRTX21,822$2.1M0.15%
142TEXAS INSTRS INC88250810411,261$2.1M0.15%
143AMAZON COM INCAMZN20,071$2.1M0.14%
144PIONEER NAT RES CO72378710710,042$2.1M0.14%
145GLACIER BANCORP INC NEWGBCI47,643$2.0M0.14%
146VANGUARD BD INDEX FDS92193781925,963$2.0M0.14%
147PALO ALTO NETWORKS INCPANW9,891$2.0M0.14%
148LOCKHEED MARTIN CORPLMT4,047$1.9M0.13%
149OREILLY AUTOMOTIVE INC67103H1072,228$1.9M0.13%
150LOWES COS INC5486611079,437$1.9M0.13%
151VANGUARD WHITEHALL FDS92194640617,752$1.9M0.13%
152ISHARES TR4642872004,540$1.9M0.13%
153AMGEN INCAMGN7,424$1.8M0.12%
154VANGUARD WORLD FDS92204A5047,477$1.8M0.12%
155FEDEX CORPFDX7,775$1.8M0.12%
156WALMART INCWMT11,490$1.7M0.12%
157INVESCO EXCHANGE TRADED FD TIVZ11,430$1.7M0.11%
158MSCI INCMSCI2,950$1.7M0.11%
159ISHARES TR46432F33913,233$1.6M0.11%
160NUVEEN QUALITY MUNCP INCOMENU141,499$1.6M0.11%
161TESLA INCTSLA7,729$1.6M0.11%
162NUVEEN CA QUALTY MUN INCOMENU143,925$1.6M0.11%
163VIATRIS INCVTRS163,958$1.6M0.11%
164ISHARES TR46429B65530,990$1.6M0.11%
165ISHARES TR4642876486,879$1.6M0.11%
166SCHWAB STRATEGIC TR80852420132,004$1.5M0.11%
167VISA INCV6,810$1.5M0.11%
168BLACKROCK MUNIHLDNGS CALI QLBLK138,569$1.5M0.11%
169VANGUARD TAX-MANAGED FDS92194385833,922$1.5M0.11%
170SCHWAB STRATEGIC TR80852440923,179$1.5M0.11%
171ISHARES TR46428749921,611$1.5M0.10%
172PRUDENTIAL FINL INCPUKPF18,253$1.5M0.10%
173SPDR INDEX SHS FDS78463X54126,033$1.5M0.10%
174SELECT SECTOR SPDR TR81369Y50617,908$1.5M0.10%
175T-MOBILE US INCTMUSZ10,210$1.5M0.10%
176GE HEALTHCARE TECHNOLOGIES IGEHC17,897$1.5M0.10%
177STRYKER CORPORATIONSYK5,135$1.5M0.10%
178SPDR INDEX SHS FDS78463X88944,999$1.4M0.10%
179INVESCO QQQ TRIVZ4,500$1.4M0.10%
180VANGUARD INDEX FDS9229087517,608$1.4M0.10%
181AON PLCAON4,539$1.4M0.10%
182ANALOG DEVICES INCADI7,217$1.4M0.10%
183ALLSTATE CORPALL-PJ12,781$1.4M0.10%
184VANGUARD INDEX FDS9229087696,937$1.4M0.10%
185FIRST INTST BANCSYSTEM INC32055Y20147,067$1.4M0.10%
186VANGUARD INDEX FDS9229083633,661$1.4M0.10%
187UNITEDHEALTH GROUP INCUNH2,908$1.4M0.10%
188KEYSIGHT TECHNOLOGIES INCKEYS8,460$1.4M0.09%
189STRATIM CLOUD ACQUISITION CO86309R107133,900$1.4M0.09%
190SK GROWTH OPPORTUNITIES CORPG8192N103130,500$1.4M0.09%
191VANGUARD INDEX FDS9229087517,149$1.4M0.09%
192AMERICAN TOWER CORP NEW03027X1006,626$1.4M0.09%
193BRISTOL-MYERS SQUIBB COCELG-RI19,500$1.4M0.09%
194VANGUARD INDEX FDS9229087696,605$1.3M0.09%
195BOEING COBA-PA6,287$1.3M0.09%
196DANAHER CORPORATION2358511025,265$1.3M0.09%
197ISHARES TR46428715014,302$1.3M0.09%
198NVIDIA CORPORATIONNVDA4,621$1.3M0.09%
199EATON VANCE MUN BD FDETN121,437$1.3M0.09%
200THERMO FISHER SCIENTIFIC INCTMO2,160$1.2M0.09%
201LINDE PLCLIN3,505$1.2M0.09%
202JPMORGAN CHASE & COVYLD9,414$1.2M0.09%
203WEC ENERGY GROUP INCWEC12,919$1.2M0.09%
204ISHARES TR4642876895,169$1.2M0.08%
205LAUDER ESTEE COS INC5184391044,934$1.2M0.08%
206NUCOR CORPNUE7,755$1.2M0.08%
207VANGUARD INTL EQUITY INDEX F92204285829,640$1.2M0.08%
208VANGUARD INTL EQUITY INDEX F92204277522,370$1.2M0.08%
209DECKERS OUTDOOR CORPDECK2,648$1.2M0.08%
210ISHARES TR4642875987,779$1.2M0.08%
211SCHWAB STRATEGIC TR80852450817,183$1.2M0.08%
212SERVICENOW INCNOW2,477$1.2M0.08%
213INVESCO MUN OPPORTUNITY TRIVZ116,800$1.1M0.08%
214NORTHROP GRUMMAN CORPNOC2,476$1.1M0.08%
215VANGUARD SCOTTSDALE FDS92206C10219,045$1.1M0.08%
216ALLY FINL INC02005N10043,542$1.1M0.08%
217BLACKROCK MUN INCOME TRBLK107,796$1.1M0.08%
218DNP SELECT INCOME FD INC23325P10498,950$1.1M0.08%
219FIDELITY COVINGTON TRUST31609260017,645$1.1M0.08%
220TE CONNECTIVITY LTDTEL8,267$1.1M0.08%
221NUVEEN MUNICIPAL CREDIT INCNU90,100$1.1M0.07%
222JOHNSON & JOHNSONJNJ6,927$1.1M0.07%
223DANAHER CORPORATION2358511024,250$1.1M0.07%
224COHEN & STEERS INFRASTRUCTUR19248A10943,858$1.1M0.07%
225AZENTA INCAZTA23,945$1.1M0.07%
226BLACKROCK MUNIHOLDINGS FD INBLK87,539$1.1M0.07%
227ISHARES TR4642875074,211$1.1M0.07%
228UNITED RENTALS INCURI2,657$1.1M0.07%
229ALPHABET INCGOOG9,992$1.0M0.07%
230MONOLITHIC PWR SYS INC6098391052,062$1.0M0.07%
231LULULEMON ATHLETICA INCLULU2,815$1.0M0.07%
232PUBLIC STORAGEPSA-PS3,350$1.0M0.07%
233REPUBLIC SVCS INC7607591007,398$1.0M0.07%
234NUVEEN AMT FREE QLTY MUN INCNU88,840$987,8970.07%
235INTUITINTU2,197$979,4890.07%
236UNITED PARCEL SERVICE INCUPS5,044$978,4860.07%
237MOBILEYE GLOBAL INCMBLY22,294$964,6620.07%
238BLACKROCK MUNIVEST FD INCBLK139,400$964,6480.07%
239WISDOMTREE TRWT15,461$956,4180.07%
240ATLASSIAN CORPORATIONTEAM5,579$954,9580.07%
241CISCO SYS INCCSCO18,227$952,8170.07%
242AMERICAN TOWER CORP NEW03027X1004,648$949,7730.07%
243INVESCO MUNICIPAL TRUSTVKQ94,962$942,0240.07%
244GOLDMAN SACHS GROUP INCGSCE2,860$935,4750.06%
245VANGUARD INDEX FDS9229087446,719$927,9360.06%
246ACCENTURE PLC IRELANDACN3,213$918,3080.06%
247LOWES COS INC5486611074,531$906,0650.06%
248NIKE INCNKE7,334$899,4420.06%
249INVESCO QUALITY MUN INCOME TIVZ89,932$897,5220.06%
250ILLINOIS TOOL WKS INC4523081093,680$895,9090.06%
251AUTODESK INCADSK4,276$890,0930.06%
252COMCAST CORP NEWCCZ23,357$885,4640.06%
253KIMBERLY-CLARK CORPKMB6,568$881,4970.06%
254ISHARES U S ETF TR46431W50717,551$870,5300.06%
255ISHARES TR4642871767,881$868,8940.06%
256INTUITIVE SURGICAL INCISRG3,399$868,3690.06%
257VERISK ANALYTICS INCVRSK4,519$867,0160.06%
258AVALON ACQUISITION INCAWX83,150$866,4230.06%
259CADENCE DESIGN SYSTEM INCCDNS4,102$861,7900.06%
260DUKE ENERGY CORP NEWDUKB8,848$853,5230.06%
261ALLIANCEBERNSTEIN NATL MUN I01864U10677,500$848,6250.06%
262FREEPORT-MCMORAN INCFCX20,688$846,3470.06%
263NOVO-NORDISK A SNONOF5,318$846,3070.06%
264ISHARES TR46428868726,974$842,1200.06%
265BLACKROCK CALIF MUN INCOME TBLK71,475$836,2580.06%
266TRAVELERS COMPANIES INCTRV4,871$834,9390.06%
267VANGUARD INTL EQUITY INDEX F92204286612,301$834,2490.06%
268ISHARES TR46428756414,979$831,9340.06%
269ASML HOLDING N VASMLF1,209$823,1680.06%
270DIMENSIONAL ETF TRUST25434V60918,311$814,8400.06%
271IDEXX LABS INC45168D1041,623$811,6300.06%
272MORGAN STANLEYMS-PQ9,211$808,7400.06%
273ADOBE SYSTEMS INCORPORATEDADBE2,090$805,4240.06%
274ABRDN TOTAL DYNAMIC DIVIDENDAOD98,545$796,2440.06%
275ENBRIDGE INCENNPF20,892$795,5580.06%
276MSCI INCMSCI1,419$794,2010.06%
277VALMONT INDS INC9202531012,485$793,4110.06%
278NORFOLK SOUTHN CORP6558441083,740$792,8800.06%
279INVESCO EXCHANGE TRADED FD TIVZ12,630$792,7650.06%
280ISHARES TR4642871686,763$792,4890.06%
281WHEATON PRECIOUS METALS CORPWPM16,408$790,2100.05%
282COCA COLA COKO12,568$779,5850.05%
283BLACKROCK MUNIYIELD FD INCBLK72,241$776,5910.05%
284FIDELITY COVINGTON TRUST3160928086,704$763,9210.05%
285GLOBAL BLOCKCHAIN ACQUI CORP37961B10474,075$761,4910.05%
286AON PLCAON2,401$757,0120.05%
287ALCON AGALC10,682$756,6510.05%
288FIDELITY COVINGTON TRUST31609230316,725$755,1340.05%
289ISHARES TR4642874407,550$748,3560.05%
290CUMMINS INCCMI3,125$746,5000.05%
291PONO CAP TWO INC73245B10771,600$746,0720.05%
292PACCAR INCPCAR10,101$739,4140.05%
293HERSHEY COHSY2,906$739,3160.05%
294DOVER CORPDOV4,859$738,2770.05%
295GOAL ACQUISITIONS CORP38021H10772,200$736,4400.05%
296AUTOMATIC DATA PROCESSING INADP3,301$734,9020.05%
297AMERICAN EXPRESS COAXP4,455$734,7930.05%
298WESTERN ASST INFLTN LKD INM95766Q10684,820$733,6930.05%
299GARMIN LTDGRMN7,118$718,3490.05%
300US BANCORP DELUSB-PS19,867$716,2060.05%
301ASTRAZENECA PLCAZN10,131$703,1930.05%
302CANADIAN PAC RY LTD13645T1009,073$698,0770.05%
303FERRARI N VRACE2,575$697,3480.05%
304AT&T INCT-PC36,221$697,2500.05%
305SPDR SER TR78464A47423,281$689,8170.05%
306SMUCKER J M CO8326964054,367$687,2350.05%
307ADVANCED MICRO DEVICES INCAMD7,002$686,2720.05%
308SPDR SER TR78464A35910,197$683,9130.05%
309APPLIED MATLS INC0382221055,547$681,3390.05%
310ASML HOLDING N VASMLF995$677,3070.05%
311WISDOMTREE TRWT23,699$676,8300.05%
312C & F FINL CORP12466Q10413,001$672,2690.05%
313KEURIG DR PEPPER INCKDP18,885$666,2630.05%
314BLACKROCK INCBLK982$657,0760.05%
315CORCEPT THERAPEUTICS INCCORT30,200$654,1320.05%
316BLACKROCK ENHANCED GLOBAL DIBLK65,040$645,8480.04%
317ROCKWELL AUTOMATION INCROK2,200$645,5900.04%
318WEST PHARMACEUTICAL SVSC INC9553061051,863$645,4740.04%
319GABELLI DIVID & INCOME TR36242H10431,045$645,4260.04%
320ISHARES TR46428786112,880$644,2580.04%
321SALESFORCE INCCRM3,222$643,6920.04%
322BIO RAD LABS INC0905722071,342$642,8450.04%
323CAPRI HOLDINGS LIMITEDCPRI13,642$641,1740.04%
324WHITESTONE REITWSR69,689$641,1390.04%
325NUVEEN OHIO QLTY MUN INCOMENU50,127$637,1150.04%
326JANUS DETROIT STR TR47103U88613,335$636,7470.04%
327ANALOG DEVICES INCADI3,214$633,8660.04%
328MARSH & MCLENNAN COS INC5717481023,763$626,7490.04%
329SYSCO CORPSYY8,056$622,1370.04%
330NETFLIX INCNFLX1,797$620,8280.04%
331SPDR SER TR78464A69813,998$613,9530.04%
332BLACKROCK ESG CAP ALLC TRBLK39,115$610,5860.04%
333MICROSOFT CORPMSFT2,100$605,4300.04%
334CAMECO CORPCCJ23,118$604,9990.04%
335BNY MELLON MUN INCOME INC05589T10493,000$603,5700.04%
336BLACKROCK ENHANCED INTL DIVBLK111,680$603,0720.04%
337CANADIAN PAC RY LTD13645T1007,818$601,5290.04%
338BLACKROCK SCIENCE & TECHNOLOBLK32,170$601,2580.04%
339APOLLO STRATEGIC GRWT CPTL IG0412A10258,600$600,6500.04%
340HOME DEPOT INCHD2,029$598,7990.04%
341PROCTER AND GAMBLE CO7427181094,018$597,4370.04%
342VANGUARD INDEX FDS9229087362,395$597,4090.04%
343NEUBERGER BERMAN NEXT GENERANBXG57,145$594,8800.04%
344A SPAC II ACQUISITION CORPG0543H10957,250$594,8280.04%
345CHIPOTLE MEXICAN GRILL INCCMG348$594,4850.04%
346TREACE MED CONCEPTS INC89455T10923,500$591,9650.04%
347MARVELL TECHNOLOGY INCMRVL13,643$590,7420.04%
348FORTIVE CORPFTV8,618$587,4900.04%
349CHEVRON CORP NEWCVX3,580$584,1130.04%
350ICON PLCICLR2,718$580,5380.04%
351SCHWAB STRATEGIC TR8085243008,882$578,8270.04%
352BLACKROCK MUNI INCOME TR IIBLK53,885$578,1870.04%
353DOLLAR GEN CORP NEW2566771052,727$574,0070.04%
354INVESCO TR INVT GRADE NEW YOIVZ54,614$571,2630.04%
355PFIZER INCPFE13,992$570,8740.04%
356TEXAS INSTRS INC8825081043,065$570,1210.04%
357DIMENSIONAL ETF TRUST25434V72417,010$569,4950.04%
358VANGUARD BD INDEX FDS9219378357,710$569,2300.04%
359MAINSTAY CBRE GBL INFRSTR ME56064Q10740,050$568,7100.04%
360BROADCOM INCAVGO886$568,4050.04%
361VANGUARD SCOTTSDALE FDS92206C4097,444$567,4770.04%
362GARTNER INCIT1,726$562,2800.04%
363CORNING INCGLW15,899$560,9170.04%
364TARGET CORPTGT3,369$558,0080.04%
365ISHARES TR46434VBD122,700$556,8310.04%
366J P MORGAN EXCHANGE TRADED F46641Q65410,955$556,4050.04%
367ISHARES TR46432F3963,981$553,5190.04%
368AEHR TEST SYSAEHR17,757$550,8230.04%
369EATON VANCE CALIF MUN BD FDETN61,010$550,3110.04%
370INVESCO TR INVT GRADE MUNSIVZ54,300$539,7420.04%
371SONY GROUP CORPORATIONSNEJF5,927$537,2830.04%
372ONEOK INC NEWOKE8,353$530,7260.04%
373VANGUARD INTL EQUITY INDEX F9220428748,650$527,2180.04%
374EXTRA SPACE STORAGE INCEXR3,236$527,1770.04%
375INTEGRATED WELLNESS ACQ CORPWELWF50,125$525,8120.04%
376EDWARDS LIFESCIENCES CORPEW6,312$522,1920.04%
377UNITED PARCEL SERVICE INCUPS2,687$521,2520.04%
378GENERAL MLS INC3703341046,083$519,8560.04%
379ON SEMICONDUCTOR CORPON6,312$519,6040.04%
380ISHARES TR4642874657,209$515,5880.04%
381NETFLIX INCNFLX1,488$514,0750.04%
382ALPHABET INCGOOG4,868$506,2720.04%
383NOVARTIS AGNVSEF5,498$505,8160.04%
384ADOBE SYSTEMS INCORPORATEDADBE1,311$505,3290.04%
385DEVON ENERGY CORP NEW25179M1039,971$504,6450.04%
386NUVEEN QUALITY MUNCP INCOMENU43,765$504,6110.04%
387VANGUARD WORLD FDS92204A7021,304$502,7350.03%
388NVIDIA CORPORATIONNVDA1,800$499,9860.03%
389VERTEX PHARMACEUTICALS INCVRTX1,581$498,1260.03%
390BLACKROCK MUNIYIELD QUALITYBLK43,500$493,2900.03%
391MOBIV ACQUISITION CORP60742N10647,225$490,6680.03%
392INTUITINTU1,095$488,1840.03%
393BRISTOL-MYERS SQUIBB COCELG-RI7,025$486,9030.03%
394BANK AMERICA CORP06050510416,889$483,0260.03%
395BLACKSTONE INCBX5,485$481,8030.03%
396EATON VANCE NEW YORK MUN BDETN49,434$480,4990.03%
397VIRTUS DIVIDEND INTEREST & PNFJ40,545$476,8100.03%
398DYNATRACE INCDT11,270$476,7210.03%
399BLACK HILLS CORPBKH7,534$475,3960.03%
400VANGUARD SPECIALIZED FUNDS9219088443,085$475,1210.03%
401ITT INCITT5,492$473,9600.03%
402JOHNSON CTLS INTL PLCG515021057,830$471,5230.03%
403EATON CORP PLCETN2,749$471,0140.03%
404ISHARES TR4642872918,634$469,3450.03%
405STONEBRIDGE ACQUISITION CORPAPACU44,200$464,9840.03%
406NEWMONT CORPNEMCL9,481$464,7660.03%
407PACER FDS TR69374H8819,855$462,6930.03%
408AMN HEALTHCARE SVCS INC0017441015,571$462,1710.03%
409NUVEEN MUN VALUE FD INCNU52,147$459,4160.03%
410SALESFORCE INCCRM2,286$456,6980.03%
411WEYERHAEUSER CO MTN BEWY15,119$455,5360.03%
412VANGUARD INTL EQUITY INDEX F9220427758,516$455,3730.03%
413MORGAN STANLEYMS-PQ5,182$454,9800.03%
414EATON VANCE TX ADV GLBL DIVETN28,140$454,4610.03%
415PNC FINL SVCS GROUP INC6934751053,561$452,6040.03%
416MEDTRONIC PLCMDT5,564$448,5840.03%
417LAKESHORE ACQUISITION II CORG5352N10543,000$447,6300.03%
418AXON ENTERPRISE INCAXON1,973$443,6300.03%
419ANGEL OAK FINL STRATEGIES IN03464A10035,950$443,2640.03%
420XYLEM INCXYL4,233$443,1960.03%
421ICICI BANK LIMITEDIBN20,171$435,2910.03%
422ISHARES TR46434VAX817,280$435,2840.03%
423CARETRUST REIT INCCTRE22,166$434,0110.03%
424AT&T INCT-PC22,546$434,0110.03%
425ACTIVISION BLIZZARD INC00507V1095,069$433,8580.03%
426PRIME NO ACQUISITION I CORP74168P10741,470$430,0440.03%
427TOWNEBANK PORTSMOUTH VA89214P10916,038$427,4130.03%
428INVESCO ADVANTAGE MUN INCOMEIVZ47,600$424,1160.03%
429AIRBNB INCABNB3,372$419,4770.03%
430NMI HLDGS INCNMIH18,646$416,3660.03%
431LINDE PLCLIN1,182$416,1470.03%
432AFLAC INCAFL6,384$411,8960.03%
433STERIS PLCSTE2,149$411,0610.03%
434EPAM SYS INCEPAM1,374$410,8260.03%
435SPDR SER TR78464A8705,390$410,7720.03%
436TENX KEANE ACQUISITIONXHLD39,300$406,3620.03%
437RAYTHEON TECHNOLOGIES CORPRTX4,147$406,1160.03%
438PEPSICO INCPEP2,218$404,3420.03%
439HESS CORPHESM3,051$403,7930.03%
440HONEYWELL INTL INC4385161062,106$402,4990.03%
441EATON VANCE TAX-MANAGED GLOBETN51,300$400,6530.03%
442BLOCK INCBSQKZ5,820$399,5430.03%
443BLACKROCK INCBLK591$395,4500.03%
444ELEVANCE HEALTH INCELV859$394,9010.03%
445HUBSPOT INCHUBS921$394,8790.03%
446CHICAGO ATLANTIC REAL ESTATEREFI28,725$388,0750.03%
447HUMANA INCHUM793$385,1340.03%
448DWS MUN INCOME TR23336810943,049$383,1370.03%
449LATTICE SEMICONDUCTOR CORPLSCC4,002$382,1910.03%
450NXP SEMICONDUCTORS N VNXPI2,045$381,3420.03%
451MERCADOLIBRE INCMELI287$378,8650.03%
452CVS HEALTH CORPCVS5,079$377,4210.03%
453ISHARES GOLD TRIAU10,038$375,1210.03%
454BLOCK INCBSQKZ5,458$374,6920.03%
455TEREX CORP NEWTEX7,725$373,7360.03%
456VANECK ETF TRUST92189H2018,033$373,2940.03%
457BOWLERO CORPLUCK22,000$372,9000.03%
458MONGODB INCMDB1,594$371,5940.03%
459NEWMARKET CORPNEU1,018$371,4200.03%
460MASTERCARD INCORPORATEDMA1,015$368,8620.03%
461EVERCORE INCEVR3,187$367,7170.03%
462PHILLIPS 66PSX3,621$367,0970.03%
463ALTRIA GROUP INCMO8,208$366,2270.03%
464DUKE ENERGY CORP NEWDUKB3,781$364,7540.03%
465ZSCALER INCZS3,067$358,2600.02%
466DEXCOM INCDXCM3,065$356,0920.02%
467ECOLAB INCECL2,145$355,0620.02%
468INTEL CORPINTC10,834$353,9460.02%
469METTLER TOLEDO INTERNATIONALMTD231$353,4790.02%
470WELLS FARGO CO NEW9497461019,452$353,3160.02%
471MEDPACE HLDGS INCMEDP1,871$351,8420.02%
472AMPHENOL CORP NEW0320951014,303$351,6420.02%
4733M COMMM3,332$350,2490.02%
474THOMSON REUTERS CORP.TMSOF2,672$347,6810.02%
475ROPER TECHNOLOGIES INCROP786$346,3830.02%
476MEDTRONIC PLCMDT4,292$346,0220.02%
477ABBVIE INCABBV2,170$345,8330.02%
478KINSALE CAP GROUP INC49714P1081,150$345,1730.02%
479VIRTUS ARTIFICIAL INTELLIGENAIO19,735$343,3890.02%
480BLACKROCK MUN TARGET TERM TRBLK15,800$343,1760.02%
481SPRING VALLEY ACQUISTN CORPG8375210833,050$341,7370.02%
482PAYPAL HLDGS INCPYPL4,491$341,0470.02%
483INVESCO EXCHANGE TRADED FD TIVZ1,231$339,8040.02%
484IDEXX LABS INC45168D104678$339,0550.02%
485METLIFE INCMET-PF5,782$335,0100.02%
486BLACKSTONE INCBX3,811$334,7330.02%
487INTERNATIONAL FLAVORS&FRAGRA4595061013,627$333,5390.02%
488VANGUARD INDEX FDS9229085534,012$333,1970.02%
489ISHARES TR46432F8345,362$332,1790.02%
490PARKER-HANNIFIN CORPPH988$332,1710.02%
491ALBEMARLE CORPALB-PA1,501$331,8900.02%
492PROGRESS SOFTWARE CORP7433121005,770$331,4870.02%
493FIDELITY COVINGTON TRUST3160922045,061$331,3950.02%
494HOME BANCSHARES INCHOMB15,248$331,0350.02%
495CSP INCCSPI24,250$329,5580.02%
496ARCH CAP GROUP LTDG0450A1054,847$328,9660.02%
497INTERNATIONAL BUSINESS MACHSINTR2,489$326,3000.02%
498LOGAN RIDGE FINANCE CORP54109810915,616$324,8130.02%
499WALMART INCWMT2,156$317,9030.02%
500BLACKROCK MUNIHOLDINGS QUALIBLK31,600$317,2640.02%