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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 Q3 2023 · Filed July 31, 2023 · Accession 0001085146-23-002976

Total Value
$2.13B
Positions
963
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200245,760$109.5M5.32%
2APPLE INCAAPL492,306$95.5M4.64%
3MICROSOFT CORPMSFT209,946$71.5M3.47%
4SPDR SER TR78468R663580,747$53.3M2.59%
5AMAZON COM INCAMZN280,447$36.6M1.78%
6ISHARES TR464287655173,939$32.6M1.58%
7ISHARES TR4642886871,037,249$32.1M1.56%
8ISHARES TR464287176295,247$31.8M1.54%
9ISHARES TR464287499415,053$30.3M1.47%
10VANGUARD STAR FDS921909768528,619$29.6M1.44%
11VISA INCV116,060$27.6M1.34%
12ISHARES TR464287101124,163$25.7M1.25%
13ALPHABET INCGOOG213,868$25.6M1.24%
14JPMORGAN CHASE & COVYLD169,326$24.6M1.20%
15EXXON MOBIL CORPXOM225,811$24.2M1.18%
16LILLY ELI & COLLY48,878$22.9M1.11%
17SELECT SECTOR SPDR TR81369Y803131,757$22.9M1.11%
18META PLATFORMS INCMETA79,432$22.8M1.11%
19BROADCOM INCAVGO25,917$22.5M1.09%
20SPDR SER TR78464A359319,471$22.3M1.09%
21BERKSHIRE HATHAWAY INC DELBRK-A59,501$20.3M0.99%
22ZOETIS INCZTS115,093$19.8M0.96%
23INVESCO QQQ TRIVZ53,260$19.7M0.96%
24JOHNSON & JOHNSONJNJ110,165$18.2M0.89%
25SPDR SER TR78468R523181,873$18.1M0.88%
26CHEVRON CORP NEWCVX112,236$17.7M0.86%
27SPDR SER TR78468R101587,541$16.9M0.82%
28PEPSICO INCPEP90,581$16.8M0.82%
29NEXTERA ENERGY INCNEE-PW220,968$16.4M0.80%
30ALPHABET INCGOOG129,450$15.7M0.76%
31SPDR SER TR78468R853394,922$15.3M0.75%
32MERCK & CO INCMRK130,668$15.1M0.73%
33WASTE MGMT INC DEL94106L10984,491$14.7M0.71%
34COSTCO WHSL CORP NEW22160K10527,169$14.6M0.71%
35AMERISOURCEBERGEN CORPCOR75,179$14.5M0.70%
36SELECT SECTOR SPDR TR81369Y605416,326$14.0M0.68%
37ISHARES TR46429B697188,778$14.0M0.68%
38ISHARES TR46428761447,785$13.1M0.64%
39NVIDIA CORPORATIONNVDA30,548$12.9M0.63%
40NETFLIX INCNFLX29,291$12.9M0.63%
41QUANTA SVCS INC74762E10263,836$12.5M0.61%
42SELECT SECTOR SPDR TR81369Y506154,360$12.5M0.61%
43COMCAST CORP NEWCCZ299,178$12.4M0.60%
44MCDONALDS CORPMCD41,248$12.3M0.60%
45AUTOZONE INCAZO4,680$11.7M0.57%
46J P MORGAN EXCHANGE TRADED F46641Q837230,193$11.5M0.56%
47SELECT SECTOR SPDR TR81369Y20986,602$11.5M0.56%
48ACCENTURE PLC IRELANDACN36,635$11.3M0.55%
49DEERE & CODE26,663$10.8M0.52%
50PALO ALTO NETWORKS INCPANW41,596$10.6M0.52%
51ABBOTT LABSABLZF95,784$10.4M0.51%
52PROGRESSIVE CORP74331510377,648$10.3M0.50%
53HOME DEPOT INCHD32,862$10.2M0.50%
54GALLAGHER ARTHUR J & CO36357610945,555$10.0M0.49%
55SPDR S&P 500 ETF TRSPY22,483$10.0M0.48%
56PFIZER INCPFE257,815$9.5M0.46%
57PENTAIR PLCPNR142,739$9.2M0.45%
58SSGA ACTIVE ETF TR78467V608214,538$9.0M0.44%
59SIMPLIFY EXCHANGE TRADED FUN82889N657395,773$9.0M0.44%
60SALESFORCE INCCRM42,433$9.0M0.44%
61SERVICENOW INCNOW15,912$8.9M0.43%
62CATERPILLAR INCCAT36,257$8.9M0.43%
63DISNEY WALT CO25468710698,627$8.8M0.43%
64PROCTER AND GAMBLE CO74271810957,830$8.8M0.43%
65VANGUARD INDEX FDS92290876939,083$8.6M0.42%
66ISHARES TR464287457105,978$8.6M0.42%
67UNITEDHEALTH GROUP INCUNH17,758$8.5M0.41%
68ISHARES TR464287713376,943$8.3M0.40%
69ADOBE SYSTEMS INCORPORATEDADBE16,828$8.2M0.40%
70SELECT SECTOR SPDR TR81369Y860213,695$8.1M0.39%
71SELECT SECTOR SPDR TR81369Y10092,113$7.6M0.37%
72KINDER MORGAN INC DELEP-PC436,956$7.5M0.37%
73BECTON DICKINSON & COBDX28,306$7.5M0.36%
74SPDR S&P MIDCAP 400 ETF TRMDY15,267$7.3M0.36%
75HONEYWELL INTL INC43851610635,194$7.3M0.35%
76ISHARES TR46428815867,432$7.0M0.34%
77ISHARES TR464288646134,677$6.8M0.33%
78STARBUCKS CORPSBUX67,988$6.7M0.33%
79SPDR SER TR78464A409110,137$6.7M0.33%
80ORACLE CORPORCL-PD56,421$6.7M0.33%
81SELECT SECTOR SPDR TR81369Y886102,519$6.7M0.33%
82NIKE INCNKE60,750$6.7M0.33%
83CAPITAL ONE FINL CORP14040H10559,852$6.5M0.32%
84CISCO SYS INCCSCO122,682$6.3M0.31%
85WYNN RESORTS LTDWYNN59,881$6.3M0.31%
86SELECT SECTOR SPDR TR81369Y70458,922$6.3M0.31%
87WILLIS TOWERS WATSON PLC LTDWTW25,560$6.0M0.29%
88SELECT SECTOR SPDR TR81369Y85289,301$5.8M0.28%
89DIAGEO PLCDGEAF33,187$5.8M0.28%
90ARCHER DANIELS MIDLAND COADM75,623$5.7M0.28%
91CONOCOPHILLIPSCOP54,514$5.6M0.27%
92SPDR SER TR78464A508130,585$5.6M0.27%
93VERIZON COMMUNICATIONS INCVZ150,018$5.6M0.27%
94APPLE HOSPITALITY REIT INCAPLE368,891$5.6M0.27%
95BANK AMERICA CORP060505104191,794$5.5M0.27%
96EQUINIX INCEQIX6,906$5.4M0.26%
97AMGEN INCAMGN24,308$5.4M0.26%
98PHILIP MORRIS INTL INC71817210954,826$5.4M0.26%
99SPDR GOLD TRGLD29,439$5.2M0.25%
100ESSEX PPTY TR INC29717810521,660$5.1M0.25%
101ISHARES TR46428743248,889$5.0M0.24%
102MCCORMICK & CO INCMKC-V56,747$5.0M0.24%
103SCHWAB STRATEGIC TR80852479765,218$4.7M0.23%
104NUVEEN AMT FREE QLTY MUN INCNU406,075$4.4M0.22%
105AMERICAN ELEC PWR CO INC02553710152,051$4.4M0.21%
106ISHARES TR46428722644,087$4.3M0.21%
107GLOBAL PMTS INC37940X10242,997$4.2M0.21%
108GOLDMAN SACHS GROUP INCGSCE12,905$4.2M0.20%
109MASTERCARD INCORPORATEDMA10,505$4.1M0.20%
110PHILLIPS 66PSX42,801$4.1M0.20%
111ISHARES TR46428863879,956$4.0M0.20%
112ISHARES TR46428841437,766$4.0M0.20%
113SELECT SECTOR SPDR TR81369Y30854,340$4.0M0.20%
114ULTA BEAUTY INCULTA8,516$4.0M0.19%
115REALTY INCOME CORPO66,364$4.0M0.19%
116BANK NEW YORK MELLON CORP06405810087,095$3.9M0.19%
117NUVEEN NEW YORK AMT QLT MUNINU373,303$3.9M0.19%
118L3HARRIS TECHNOLOGIES INCLHX19,272$3.8M0.18%
119VANGUARD INDEX FDS9229083639,200$3.7M0.18%
120WHIRLPOOL CORPWHR-PA25,048$3.7M0.18%
121CVS HEALTH CORPCVS53,209$3.7M0.18%
122ISHARES TR46428762214,889$3.6M0.18%
123CROWN CASTLE INCCCI31,501$3.6M0.17%
124VANGUARD INDEX FDS92290873612,511$3.5M0.17%
125SELECT SECTOR SPDR TR81369Y40720,639$3.5M0.17%
126EATON CORP PLCETN16,910$3.4M0.17%
127TRUIST FINL CORP89832Q109109,215$3.3M0.16%
128CHARTER COMMUNICATIONS INC N16119P1088,777$3.2M0.16%
129GENERAL MTRS CO37045V10081,623$3.1M0.15%
130CUMMINS INCCMI12,740$3.1M0.15%
131MICROSOFT CORPMSFT9,050$3.1M0.15%
132UNION PAC CORPUNP14,958$3.1M0.15%
133VANECK ETF TRUST92189F387136,497$3.0M0.15%
134GILEAD SCIENCES INCGILD39,452$3.0M0.15%
135SPDR SER TR78464A85457,928$3.0M0.15%
136UNILEVER PLCUNLYF57,807$3.0M0.15%
137CANADIAN NAT RES LTD13638510152,214$2.9M0.14%
138NUVEEN QUALITY MUNCP INCOMENU259,874$2.9M0.14%
139ISHARES TR46428780427,725$2.8M0.13%
140SCHWAB STRATEGIC TR80852430036,737$2.8M0.13%
141DOMINION ENERGY INCD51,750$2.7M0.13%
142TESLA INCTSLA10,173$2.7M0.13%
143PRINCIPAL FINANCIAL GROUP INPFG34,408$2.6M0.13%
144COCA COLA COKO42,991$2.6M0.13%
145EATON VANCE MUN BD FDETN257,530$2.6M0.12%
146AMAZON COM INCAMZN19,574$2.6M0.12%
147MARATHON PETE CORPMARA21,754$2.5M0.12%
148PROLOGIS INC.PLDGP20,660$2.5M0.12%
149ABBVIE INCABBV18,645$2.5M0.12%
150KIMBERLY-CLARK CORPKMB18,058$2.5M0.12%
151MONDELEZ INTL INC60920710533,478$2.4M0.12%
152BLACKROCK MUNICIPAL INCOMEBLK211,968$2.4M0.12%
153LOWES COS INC54866110710,506$2.4M0.12%
154OREILLY AUTOMOTIVE INC67103H1072,479$2.4M0.12%
155FIDELITY NATL INFORMATION SV31620M10642,903$2.3M0.11%
156VANGUARD INTL EQUITY INDEX F92204277543,060$2.3M0.11%
157POSTAL REALTY TRUST INCPSTL155,151$2.3M0.11%
158INGERSOLL RAND INCIR34,842$2.3M0.11%
159RAYTHEON TECHNOLOGIES CORPRTX22,251$2.2M0.11%
160QUALCOMM INCQCOM18,310$2.2M0.11%
161SCHWAB STRATEGIC TR80852420141,497$2.2M0.11%
162NUVEEN MUNICIPAL CREDIT INCNU186,101$2.2M0.11%
163FEDEX CORPFDX8,549$2.1M0.10%
164PAYCHEX INCPAYX18,711$2.1M0.10%
165GE HEALTHCARE TECHNOLOGIES IGEHC25,682$2.1M0.10%
166TEXAS INSTRS INC88250810411,573$2.1M0.10%
167MOBILEYE GLOBAL INCMBLY54,137$2.1M0.10%
1683M COMMM20,406$2.0M0.10%
169BLACKROCK UTILS INFRASTRUCTUBLK92,264$2.0M0.10%
170ISHARES TR4642872004,525$2.0M0.10%
171INVESCO EXCHANGE TRADED FD TIVZ13,442$2.0M0.10%
172VANGUARD INDEX FDS9229083634,918$2.0M0.10%
173LOCKHEED MARTIN CORPLMT4,322$2.0M0.10%
174INTEL CORPINTC59,346$2.0M0.10%
175GRAINGER W W INC3848021042,514$2.0M0.10%
176ISHARES TR46432F33914,318$1.9M0.09%
177UNUM GROUPUNMA40,299$1.9M0.09%
178INTUITIVE SURGICAL INCISRG5,606$1.9M0.09%
179PIONEER NAT RES CO7237871079,127$1.9M0.09%
180WALMART INCWMT11,851$1.9M0.09%
181BOEING COBA-PA8,809$1.9M0.09%
182VANGUARD WORLD FDS92204A5047,577$1.9M0.09%
183SCHWAB STRATEGIC TR80852440927,474$1.8M0.09%
184CBOE GLOBAL MKTS INC12503M10813,312$1.8M0.09%
185MDU RES GROUP INC55269010987,044$1.8M0.09%
186VANGUARD WHITEHALL FDS92194640617,080$1.8M0.09%
187DARDEN RESTAURANTS INCDRI10,817$1.8M0.09%
188US BANCORP DELUSB-PS54,682$1.8M0.09%
189AEHR TEST SYSAEHR43,643$1.8M0.09%
190WATSCO INCWSO-B4,611$1.8M0.09%
191BLACKROCK MUNIHLDNGS CALI QLBLK161,976$1.8M0.09%
192THERMO FISHER SCIENTIFIC INCTMO3,331$1.7M0.08%
193VANGUARD BD INDEX FDS92193781923,076$1.7M0.08%
194STRYKER CORPORATIONSYK5,623$1.7M0.08%
195ISHARES TR4642876486,931$1.7M0.08%
196PRUDENTIAL FINL INCPUKPF18,897$1.7M0.08%
197INVESCO QQQ TRIVZ4,500$1.7M0.08%
198SPDR INDEX SHS FDS78463X88950,459$1.6M0.08%
199NVIDIA CORPORATIONNVDA3,871$1.6M0.08%
200VISA INCV6,601$1.6M0.08%
201NORTHROP GRUMMAN CORPNOC3,421$1.6M0.08%
202ISHARES TR46429B65530,071$1.5M0.07%
203ANALOG DEVICES INCADI7,770$1.5M0.07%
204NUVEEN CA QUALTY MUN INCOMENU138,575$1.5M0.07%
205GLACIER BANCORP INC NEWGBCI48,145$1.5M0.07%
206VANGUARD INDEX FDS9229087517,523$1.5M0.07%
207UNITEDHEALTH GROUP INCUNH3,064$1.5M0.07%
208LINDE PLCLIN3,752$1.4M0.07%
209SERVICENOW INCNOW2,494$1.4M0.07%
210ISHARES TR46428715014,159$1.4M0.07%
211STRATIM CLOUD ACQUISITION CO86309R107133,900$1.4M0.07%
212JPMORGAN CHASE & COVYLD9,449$1.4M0.07%
213MSCI INCMSCI2,898$1.4M0.07%
214AMERICAN TOWER CORP NEW03027X1006,959$1.3M0.07%
215ALLSTATE CORPALL-PJ12,319$1.3M0.07%
216VANGUARD INDEX FDS9229087516,732$1.3M0.07%
217AIRBNB INCABNB10,367$1.3M0.06%
218XCEL ENERGY INCXELLL21,231$1.3M0.06%
219SCHWAB CHARLES CORPSCHW-PJ22,965$1.3M0.06%
220SCHWAB STRATEGIC TR80852450818,190$1.3M0.06%
221BRISTOL-MYERS SQUIBB COCELG-RI20,044$1.3M0.06%
222EATON VANCE MUN BD FDETN128,438$1.3M0.06%
223VANGUARD INDEX FDS9229087695,780$1.3M0.06%
224NUCOR CORPNUE7,755$1.3M0.06%
225SNOWFLAKE INCSNOW7,125$1.3M0.06%
226ISHARES TR4642875987,894$1.2M0.06%
227ISHARES TR4642876894,744$1.2M0.06%
228VANGUARD INTL EQUITY INDEX F92204285829,325$1.2M0.06%
229ALPHABET INCGOOG9,965$1.2M0.06%
230CITIGROUP INCC-PR25,881$1.2M0.06%
231ISHARES TR4642875074,510$1.2M0.06%
232TRAVELERS COMPANIES INCTRV6,788$1.2M0.06%
233ASML HOLDING N VASMLF1,620$1.2M0.06%
234JOHNSON & JOHNSONJNJ6,805$1.1M0.05%
235FIRST INTST BANCSYSTEM INC32055Y20147,123$1.1M0.05%
236ILLINOIS TOOL WKS INC4523081094,488$1.1M0.05%
237SYMBOTIC INCSYM26,182$1.1M0.05%
238SK GROWTH OPPORTUNITIES CORPG8192N103105,500$1.1M0.05%
239TE CONNECTIVITY LTDTEL7,968$1.1M0.05%
240VANGUARD BD INDEX FDS92193783515,360$1.1M0.05%
241VANGUARD INTL EQUITY INDEX F92204277520,310$1.1M0.05%
242INVESCO MUN OPPORTUNITY TRIVZ116,800$1.1M0.05%
243ALLY FINL INC02005N10040,809$1.1M0.05%
244DANAHER CORPORATION2358511024,567$1.1M0.05%
245COHEN & STEERS INFRASTRUCTUR19248A10946,368$1.1M0.05%
246VANGUARD SCOTTSDALE FDS92206C10218,708$1.1M0.05%
247AZENTA INCAZTA23,125$1.1M0.05%
248MERCADOLIBRE INCMELI908$1.1M0.05%
249FIDELITY COVINGTON TRUST31609260017,039$1.1M0.05%
250LULULEMON ATHLETICA INCLULU2,815$1.1M0.05%
251THERMO FISHER SCIENTIFIC INCTMO2,034$1.1M0.05%
252NUVEEN AMT FREE QLTY MUN INCNU96,708$1.1M0.05%
253T-MOBILE US INCTMUSZ7,585$1.1M0.05%
254INTUITINTU2,290$1.0M0.05%
255BLACKROCK MUN INCOME TRBLK104,896$1.0M0.05%
256ADOBE SYSTEMS INCORPORATEDADBE2,126$1.0M0.05%
257MONOLITHIC PWR SYS INC6098391051,904$1.0M0.05%
258ON SEMICONDUCTOR CORPON10,825$1.0M0.05%
259NOVO-NORDISK A SNONOF6,318$1.0M0.05%
260HUMANA INCHUM2,243$1.0M0.05%
261VANGUARD INDEX FDS9229087447,037$999,9640.05%
262KNIFE RIVER CORPKNF22,514$979,3590.05%
263SCHWAB STRATEGIC TR80852460722,326$977,8710.05%
264PUBLIC STORAGEPSA-PS3,350$977,7980.05%
265BLACKROCK MUNIHOLDINGS FD INBLK84,039$977,3740.05%
266ACCENTURE PLC IRELANDACN3,159$974,8050.05%
267VANGUARD TAX-MANAGED FDS92194385821,104$974,5830.05%
268VERISK ANALYTICS INCVRSK4,309$973,9640.05%
269BLACKROCK MUNIVEST FD INCBLK144,400$971,8120.05%
270CISCO SYS INCCSCO18,282$945,9110.05%
271LOWES COS INC5486611074,175$942,2980.05%
272COMCAST CORP NEWCCZ22,372$929,5570.05%
273AMERICAN TOWER CORP NEW03027X1004,777$926,4520.05%
274ATLASSIAN CORPORATIONTEAM5,505$923,7950.04%
275UNITED PARCEL SERVICE INCUPS5,084$911,2450.04%
276NOVO-NORDISK A SNONOF5,556$899,1280.04%
277INVESCO MUNICIPAL TRUSTVKQ94,962$895,4920.04%
278REPUBLIC SVCS INC7607591005,810$889,9880.04%
279FIDELITY COVINGTON TRUST3160928086,801$888,4830.04%
280DUKE ENERGY CORP NEWDUKB9,858$884,6940.04%
281ADVANCED MICRO DEVICES INCAMD7,755$883,3790.04%
282SPDR INDEX SHS FDS78463X54116,248$875,9170.04%
283AT&T INCT-PC54,814$874,2780.04%
284AMERICAN EXPRESS COAXP4,997$870,4420.04%
285INTUITINTU1,884$863,2300.04%
286ISHARES U S ETF TR46431W50717,291$859,7090.04%
287PACCAR INCPCAR10,201$853,3370.04%
288DIMENSIONAL ETF TRUST25434V60918,311$849,4480.04%
289NORFOLK SOUTHN CORP6558441083,740$848,0830.04%
290AMPHENOL CORP NEW0320951019,920$842,7430.04%
291DANAHER CORPORATION2358511023,460$830,4190.04%
292APPLIED MATLS INC0382221055,733$828,6480.04%
293ROCKWELL AUTOMATION INCROK2,494$821,6490.04%
294FREEPORT-MCMORAN INCFCX20,481$819,2540.04%
295FERRARI N VRACE2,490$813,5440.04%
296VANGUARD INTL EQUITY INDEX F92204286611,616$809,8630.04%
297ABRDN TOTAL DYNAMIC DIVIDENDAOD97,985$809,3570.04%
298BLACKROCK INCBLK1,170$808,8700.04%
299MEDTRONIC PLCMDT9,133$804,6350.04%
300TARGET CORPTGT6,083$802,3790.04%
301SYSCO CORPSYY10,729$796,0930.04%
302ISHARES TR4642871686,963$788,9080.04%
303AON PLCAON2,277$786,0210.04%
304HENRY SCHEIN INCHSIC9,682$785,2110.04%
305TREACE MED CONCEPTS INC89455T10930,661$784,3090.04%
306NIKE INCNKE7,085$781,9720.04%
307THE TRADE DESK INC88339J10510,115$781,0810.04%
308GARMIN LTDGRMN7,448$776,7520.04%
309ISHARES TR46428756413,928$773,9750.04%
310GLOBAL BLOCKCHAIN ACQUI CORP37961B10474,075$773,3430.04%
311SAMSARA INCIOT27,826$771,0590.04%
312AUTODESK INCADSK3,745$766,2650.04%
313FIDELITY COVINGTON TRUST31609230316,765$761,4670.04%
314CADENCE DESIGN SYSTEM INCCDNS3,229$757,2660.04%
315ENBRIDGE INCENNPF20,222$752,5780.04%
316GOAL ACQUISITIONS CORP38021H10772,200$749,4360.04%
317CANADIAN PACIFIC KANSAS CITYCP9,227$746,1940.04%
318IDEXX LABS INC45168D1041,485$745,8120.04%
319INVESCO EXCHANGE TRADED FD TIVZ12,030$737,2800.04%
320ALLIANCEBERNSTEIN NATL MUN I01864U10668,500$735,0050.04%
321ISHARES TR4642874407,550$729,3300.04%
322WESTERN ASST INFLTN LKD INM95766Q10687,995$726,8390.04%
323MARSH & MCLENNAN COS INC5717481023,860$725,9630.04%
324INVESCO QUALITY MUN INCOME TIVZ75,932$725,9100.04%
325HERSHEY COHSY2,906$725,6290.04%
326AUTOMATIC DATA PROCESSING INADP3,301$725,5270.04%
327CAMECO CORPCCJ23,118$724,2870.04%
328BAXTER INTL INC07181310915,602$710,8290.03%
329HUBSPOT INCHUBS1,328$706,6160.03%
330FERRARI N VRACE2,140$699,1910.03%
331C & F FINL CORP12466Q10413,001$698,1410.03%
332ICON PLCICLR2,767$692,3040.03%
333ASML HOLDING N VASMLF953$690,6870.03%
334FORTIVE CORPFTV9,237$690,6510.03%
335WEC ENERGY GROUP INCWEC7,706$679,9780.03%
336WHEATON PRECIOUS METALS CORPWPM15,699$678,4920.03%
337EDWARDS LIFESCIENCES CORPEW7,128$672,3850.03%
338VANGUARD INDEX FDS9229087362,375$672,0300.03%
339CORCEPT THERAPEUTICS INCCORT30,200$671,9500.03%
340VERTEX PHARMACEUTICALS INCVRTX1,900$668,6290.03%
341ASTRAZENECA PLCAZN9,317$666,8180.03%
342WEST PHARMACEUTICAL SVSC INC9553061051,731$662,0560.03%
343WHITESTONE REITWSR68,239$661,9190.03%
344GABELLI DIVID & INCOME TR36242H10431,310$661,5810.03%
345CHIPOTLE MEXICAN GRILL INCCMG308$658,8120.03%
346MARVELL TECHNOLOGY INCMRVL10,978$656,2650.03%
347BLACKROCK MUNIYIELD FD INCBLK62,822$655,8620.03%
348BLACKROCK ENHANCED GLOBAL DIBLK65,130$655,8600.03%
349MSCI INCMSCI1,389$651,8440.03%
350NETFLIX INCNFLX1,466$645,7590.03%
351SMUCKER J M CO8326964054,367$644,8750.03%
352ISHARES TR46432F3964,465$644,0770.03%
353JANUS DETROIT STR TR47103U88613,335$637,2800.03%
354DEXCOM INCDXCM4,934$634,0690.03%
355SPDR SER TR78464A47421,536$634,0200.03%
356GARTNER INCIT1,807$633,0110.03%
357CANADIAN PACIFIC KANSAS CITYCP7,818$632,2590.03%
358BLACKROCK ENHANCED INTL DIVBLK115,455$628,0760.03%
359NEUBERGER BERMAN NEXT GENERANBXG57,545$627,8160.03%
360BROADCOM INCAVGO723$627,1520.03%
361PROCTER AND GAMBLE CO7427181094,038$612,7270.03%
362ISHARES TR46428786112,005$606,7330.03%
363BLACKROCK SCIENCE & TECHNOLOBLK33,435$605,5080.03%
364A SPAC II ACQUISITION CORPG0543H10957,250$603,9880.03%
365ANALOG DEVICES INCADI3,086$601,1840.03%
366CAPRI HOLDINGS LIMITEDCPRI16,701$599,3990.03%
367NUVEEN QUALITY MUNCP INCOMENU53,090$598,3240.03%
368KEURIG DR PEPPER INCKDP18,885$590,5340.03%
369DIMENSIONAL ETF TRUST25434V72417,010$586,8450.03%
370MARKETAXESS HLDGS INCMKTX2,243$586,3660.03%
371ALPHABET INCGOOG4,815$582,4710.03%
372J P MORGAN EXCHANGE TRADED F46641Q65411,475$581,2090.03%
373DYNATRACE INCDT11,145$573,6340.03%
374HOME DEPOT INCHD1,827$567,5400.03%
375XYLEM INCXYL4,979$560,7100.03%
376TEXAS INSTRS INC8825081043,085$555,3620.03%
377ISHARES TR46434VBD122,700$553,4260.03%
378MAINSTAY CBRE GLOBAL INFRA56064Q10740,050$548,6850.03%
379TAIWAN SEMICONDUCTOR MFG LTD8740391005,416$546,5410.03%
380ISHARES TR4642874657,510$544,4550.03%
381NOVARTIS AGNVSEF5,387$543,6030.03%
382EATON VANCE CALIF MUN BD FDETN61,010$542,9890.03%
383INTERNATIONAL BUSINESS MACHSINTR4,010$536,5410.03%
384NETSTREIT CORPNTST29,963$535,4390.03%
385MONOLITHIC PWR SYS INC609839105988$533,7480.03%
386VIATRIS INCVTRS53,475$533,6810.03%
387CHEVRON CORP NEWCVX3,386$532,7880.03%
388ITT INCITT5,662$527,7560.03%
389INVESCO TR INVT GRADE MUNSIVZ54,300$527,2530.03%
390PFIZER INCPFE14,298$524,4510.03%
391AMN HEALTHCARE SVCS INC0017441014,779$521,4850.03%
392VIRTUS DIVIDEND INTEREST & PNFJ42,555$519,5970.03%
393GENERAL MLS INC3703341046,735$516,5420.03%
394JOHNSON CTLS INTL PLCG515021057,572$515,9570.03%
395BLACKSTONE INCBX5,547$515,7050.03%
396VANGUARD WORLD FDS92204A7021,165$514,9070.03%
397MORGAN STANLEYMS-PQ6,001$512,5230.02%
398VANGUARD INTL EQUITY INDEX F9220428748,250$509,0250.02%
399EDWARDS LIFESCIENCES CORPEW5,381$507,5900.02%
400ISHARES TR4642872918,154$507,0980.02%
401WEYERHAEUSER CO MTN BEWY15,119$506,6380.02%
402TARGET CORPTGT3,840$506,4960.02%
403VANGUARD SCOTTSDALE FDS92206C4096,658$503,7650.02%
404ANGEL OAK FINL STRATEGIES IN03464A10042,400$500,7440.02%
405EATON VANCE TX ADV GLBL DIVETN29,600$494,3200.02%
406SONY GROUP CORPORATIONSNEJF5,456$491,2590.02%
407ECOLAB INCECL2,623$489,6880.02%
408MOBIV ACQUISITION CORP60742N10646,275$489,3590.02%
409FIDELITY COVINGTON TRUST3160922046,671$489,1180.02%
410UNITED PARCEL SERVICE INCUPS2,726$488,6360.02%
411BIO RAD LABS INC0905722071,283$486,4110.02%
412NMI HLDGS INCNMIH18,805$485,5460.02%
413AON PLCAON1,401$483,6260.02%
414SHOCKWAVE MED INC82489T1041,691$482,6290.02%
415EXTRA SPACE STORAGE INCEXR3,228$480,5020.02%
416PACER FDS TR69374H8819,890$473,4350.02%
417BNY MELLON MUN INCOME INC05589T10475,000$471,7500.02%
418DOLLAR GEN CORP NEW2566771052,755$467,7170.02%
419BLACKROCK ESG CAP ALLC TERMBLK29,855$467,5300.02%
420SIMPLIFY EXCHANGE TRADED FUN82889N69918,280$466,1400.02%
421EATON VANCE TAX-MANAGED GLOBETN58,855$466,1320.02%
422STERIS PLCSTE2,058$463,0090.02%
423TEREX CORP NEWTEX7,725$462,1870.02%
424BRISTOL-MYERS SQUIBB COCELG-RI7,194$460,0570.02%
425LAKESHORE ACQUISITION II CORG5352N10543,000$454,9450.02%
426GENERAL DYNAMICS CORPGD2,104$452,5800.02%
427NUVEEN MUN VALUE FD INCNU51,380$447,0060.02%
428AFLAC INCAFL6,384$445,6040.02%
429UNITED RENTALS INCURI1,000$445,3700.02%
430LINDE PLCLIN1,166$444,3400.02%
431MICROSOFT CORPMSFT1,300$442,7020.02%
432HONEYWELL INTL INC4385161062,131$442,1830.02%
433ROPER TECHNOLOGIES INCROP917$440,9240.02%
434ISHARES TR46434VAX817,280$437,0120.02%
435DNP SELECT INCOME FD INC23325P10441,603$436,0010.02%
436FERGUSON PLC NEWG3421J1062,767$435,2770.02%
437INTERCONTINENTAL EXCHANGE IN45866F1043,848$435,1560.02%
438ICICI BANK LIMITEDIBN18,790$433,6740.02%
439BLACKROCK MUNI INCOME TR IIBLK41,385$430,8180.02%
440MORGAN STANLEYMS-PQ5,017$428,4520.02%
441CHICAGO ATLANTIC REAL ESTATEREFI28,250$427,9850.02%
442EATON CORP PLCETN2,126$427,5390.02%
443ACTIVISION BLIZZARD INC00507V1095,069$427,3190.02%
444CARETRUST REIT INCCTRE21,508$427,1490.02%
445ECOLAB INCECL2,271$423,8860.02%
446HESS CORPHESM3,090$420,1310.02%
447BANK AMERICA CORP06050510414,597$418,7880.02%
448MEDPACE HLDGS INCMEDP1,728$415,0140.02%
449BLACKROCK INCBLK599$413,9930.02%
450TENX KEANE ACQUISITIONXHLD39,300$413,8290.02%
451ALTRIA GROUP INCMO9,115$412,9260.02%
452NEWMARKET CORPNEU1,023$411,4940.02%
453PNC FINL SVCS GROUP INC6934751053,249$409,1960.02%
454PEPSICO INCPEP2,203$408,0400.02%
455NEWMONT CORPNEMCL9,482$404,5190.02%
456WELLS FARGO CO NEW9497461019,438$402,8330.02%
457MEDTRONIC PLCMDT4,550$400,8550.02%
458PARKER-HANNIFIN CORPPH1,027$400,5950.02%
459VERISIGN INCVRSN1,767$399,2890.02%
460CME GROUP INCCME2,151$398,6280.02%
461MASTERCARD INCORPORATEDMA1,003$394,4800.02%
462CSX CORPCSX11,540$393,5140.02%
463KEYSIGHT TECHNOLOGIES INCKEYS2,348$393,1730.02%
464EVERCORE INCEVR3,181$393,1400.02%
465BLOCK INCBSQKZ5,903$392,9630.02%
466KINSALE CAP GROUP INC49714P1081,042$389,9170.02%
467MARKEL GROUP INCMKL281$388,6740.02%
468RAYTHEON TECHNOLOGIES CORPRTX3,956$387,5300.02%
469LATTICE SEMICONDUCTOR CORPLSCC4,007$384,9530.02%
470VANGUARD SPECIALIZED FUNDS9219088442,356$382,6860.02%
471RESMED INCRSMDF1,735$379,0980.02%
472ELEVANCE HEALTH INCELV853$378,9550.02%
473TAKE-TWO INTERACTIVE SOFTWARTTWO2,568$377,9070.02%
474CONFLUENT INC20717M10310,683$377,2170.02%
475COLGATE PALMOLIVE COCL4,892$376,8880.02%
476VANGUARD SPECIALIZED FUNDS9219088442,320$376,8380.02%
477AXON ENTERPRISE INCAXON1,923$375,2160.02%
478TOWNEBANK PORTSMOUTH VA89214P10916,038$372,7240.02%
479SALESFORCE INCCRM1,748$369,2830.02%
480ON HLDG AGH5919C10411,165$368,4450.02%
481WISDOMTREE TRWT12,746$366,9430.02%
482STONEBRIDGE ACQUISITION CORPAPACU33,700$365,6450.02%
483KKR & CO INCKKRT6,525$365,4250.02%
484PHILIP MORRIS INTL INC7181721093,728$363,9280.02%
485VANECK ETF TRUST92189H2017,883$363,1700.02%
486INVESCO EXCHANGE TRADED FD TIVZ1,231$362,1030.02%
487VIRTUS ARTIFICIAL INTELLIGENAIO19,675$362,0200.02%
488ARCH CAP GROUP LTDG0450A1054,805$359,6550.02%
489BLACKSTONE INCBX3,778$351,2240.02%
490CLOROX CO DELCLX2,202$350,1740.02%
491THOMSON REUTERS CORP.TMSOF2,580$349,7850.02%
492SPRING VALLEY ACQUISTN CORPG8375210833,050$348,3470.02%
493SHOCKWAVE MED INC82489T1041,219$347,9150.02%
494CVS HEALTH CORPCVS4,981$344,3370.02%
495PHILLIPS 66PSX3,586$342,0330.02%
496CINTAS CORPCTAS684$340,0030.02%
497E L F BEAUTY INCELF2,968$339,0350.02%
498CARMAX INCKMX4,045$338,5670.02%
499WASTE MGMT INC DEL94106L1091,940$336,4350.02%
500ISHARES TR46432F8345,362$335,7720.02%