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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 COMBINATION REPORT

AlTi Global, Inc.

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001496

Total Value
$4.14B
Positions
655
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642874657,322,232$553.6M13.39%
2ISHARES TR4642875076,050,703$377.0M9.12%
3ISHARES TR4642871502,383,126$306.5M7.41%
4SPDR SER TR78464A8475,390,397$294.8M7.13%
5VANGUARD INDEX FDS922908769522,247$151.4M3.66%
6SPDR S&P 500 ETF TRSPY249,197$149.4M3.61%
7SPDR S&P 500 ETF TRSPY204,643$120.3M2.91%
8FIRST TR EXCHANGE-TRADED FD33738D1013,272,331$116.7M2.82%
9EXXON MOBIL CORPXOM953,432$102.6M2.48%
10SPDR GOLD TRGLD410,658$101.7M2.46%
11FIRST TR EXCHANGE-TRADED FD33739Q8043,713,015$91.0M2.20%
12ISHARES TR464287432902,100$78.7M1.90%
13ISHARES TR46429B747647,403$65.1M1.57%
14ISHARES GOLD TRIAU1,309,445$64.8M1.57%
15VANGUARD INDEX FDS922908363102,842$55.4M1.34%
16ALPHABET INCGOOG227,986$43.2M1.04%
17DIMENSIONAL ETF TRUST25434V8311,248,100$42.6M1.03%
18APPLE INCAAPL155,167$38.9M0.94%
19ISHARES TR464287507589,060$38.1M0.92%
20APPLE INCAAPL142,633$32.8M0.79%
21PACCAR INCPCAR294,743$31.5M0.76%
22UBER TECHNOLOGIES INCUBER503,771$30.4M0.73%
23ISHARES TR46428720050,033$29.5M0.71%
24MICROSOFT CORPMSFT66,987$28.2M0.68%
25MEDTRONIC PLCMDT302,246$24.1M0.58%
26ISHARES TR464287606260,231$23.7M0.57%
27DISNEY WALT CO254687106211,114$23.6M0.57%
28PROLOGIS INC.PLDGP199,167$21.1M0.51%
29ISHARES TR464287168133,450$18.0M0.43%
30CHEVRON CORP NEWCVX123,082$17.8M0.43%
31ISHARES TR46435G516218,188$16.6M0.40%
32ISHARES TR46436E411241,239$15.7M0.38%
33ISHARES TR46435G425121,230$15.6M0.38%
34ISHARES TR46428768946,007$15.4M0.37%
35ALPHABET INCGOOG78,049$14.9M0.36%
36ORACLE CORPORCL-PD87,923$14.7M0.35%
37ISHARES TR46428762243,780$14.1M0.34%
38AMAZON COM INCAMZN61,638$13.5M0.33%
39ISHARES TR464288414126,305$13.5M0.33%
40TESLA INCTSLA33,156$13.4M0.32%
41MICROSOFT CORPMSFT29,135$12.5M0.30%
42NUSHARES ETF TRNU248,232$11.8M0.28%
43WISDOMTREE TRWT104,470$11.3M0.27%
44INVESCO EXCHANGE TRADED FD TIVZ59,219$10.7M0.26%
45PIMCO ETF TR72201R304198,100$10.3M0.25%
46INVESCO EXCH TRADED FD TR IIIVZ48,000$10.2M0.25%
47WALMART INCWMT109,240$9.9M0.24%
48ROYALTY PHARMA PLCRPRX387,567$9.9M0.24%
49CHEVRON CORP NEWCVX63,867$9.9M0.24%
50VERIZON COMMUNICATIONS INCVZ239,725$9.6M0.23%
51NVIDIA CORPORATIONNVDA71,312$9.6M0.23%
52ISHARES TR46434V282158,286$9.6M0.23%
53BOEING COBA-PA52,076$9.1M0.22%
54ISHARES TR46434V456243,507$9.0M0.22%
55ISHARES TR46428761422,491$9.0M0.22%
56BERKSHIRE HATHAWAY INC DELBRK-A19,560$8.9M0.21%
57VANGUARD INDEX FDS92290873621,371$8.8M0.21%
58VALERO ENERGY CORPVLO64,781$8.6M0.21%
59INVESCO QQQ TRIVZ16,337$8.5M0.21%
60CME GROUP INCCME36,049$8.4M0.20%
61ABBVIE INCABBV46,550$8.2M0.20%
62EXXON MOBIL CORPXOM72,081$7.9M0.19%
63SCHWAB STRATEGIC TR808524771334,418$7.9M0.19%
64DIAMONDBACK ENERGY INCFANG46,011$7.9M0.19%
65JOHNSON & JOHNSONJNJ54,309$7.9M0.19%
66SELECT SECTOR SPDR TR81369Y50683,550$7.9M0.19%
67ALTRIA GROUP INCMO150,257$7.8M0.19%
68JOHNSON & JOHNSONJNJ53,455$7.8M0.19%
69ISHARES BITCOIN TRUST ETFIBIT144,267$7.7M0.19%
70ALPHABET INCGOOG39,260$7.7M0.19%
71AMAZON COM INCAMZN33,929$7.6M0.18%
72AMERICAN ELEC PWR CO INC02553710180,075$7.6M0.18%
73ISHARES TR46428825761,814$7.3M0.18%
74FIRSTENERGY CORPFE180,013$7.2M0.17%
75PHILLIPS 66PSX60,009$7.0M0.17%
76CAMECO CORPCCJ135,606$7.0M0.17%
77ISHARES TR46428730967,522$6.9M0.17%
78GOLDMAN SACHS GROUP INCGSCE11,830$6.8M0.16%
79TESLA INCTSLA15,535$6.6M0.16%
80VANGUARD INDEX FDS92290855373,390$6.5M0.16%
81ARCHER DANIELS MIDLAND COADM128,092$6.5M0.16%
82NVIDIA CORPORATIONNVDA46,102$6.3M0.15%
83CVS HEALTH CORPCVS126,135$6.2M0.15%
84HERITAGE COMM CORPHTBK654,175$6.1M0.15%
85VANGUARD TAX-MANAGED FDS921943858127,472$6.1M0.15%
86WISDOMTREE TRWT119,890$6.0M0.15%
87VANGUARD INDEX FDS92290874435,329$6.0M0.14%
88ISHARES TR46428765526,954$6.0M0.14%
89VANGUARD INTL EQUITY INDEX F92204287491,200$5.9M0.14%
90SPDR GOLD TRGLD23,866$5.8M0.14%
91SELECT SECTOR SPDR TR81369Y20941,000$5.7M0.14%
92COMPOSECURE INC20459V105372,210$5.7M0.14%
93BERKSHIRE HATHAWAY INC DELBRK-A12,212$5.7M0.14%
94SPDR SER TR78468R81235,996$5.6M0.13%
95ISHARES TR46428715042,887$5.5M0.13%
96VISA INCV17,364$5.5M0.13%
97ISHARES TR46432F33930,297$5.4M0.13%
98KRISPY KREME INCDNUT534,474$5.3M0.13%
99AMGEN INCAMGN20,043$5.2M0.13%
100INVESCO QQQ TRIVZ10,162$5.2M0.13%
101MCDONALDS CORPMCD17,754$5.1M0.12%
102UNITEDHEALTH GROUP INCUNH10,096$5.1M0.12%
103JPMORGAN CHASE & CO.VYLD21,114$5.1M0.12%
104ISHARES TR46428759827,167$5.0M0.12%
105META PLATFORMS INCMETA8,479$5.0M0.12%
106COCA COLA COKO77,422$4.8M0.12%
107PROCEPT BIOROBOTICS CORPPRCT59,840$4.8M0.12%
108CME GROUP INCCME19,588$4.7M0.11%
109BROADCOM INCAVGO19,705$4.7M0.11%
110HOME DEPOT INCHD11,872$4.6M0.11%
111PROCTER AND GAMBLE CO74271810927,283$4.6M0.11%
112ISHARES TR46428780437,106$4.3M0.10%
113VANGUARD INDEX FDS92290876914,700$4.3M0.10%
114ISHARES TR46428722642,137$4.1M0.10%
115ISHARES TR46434V274141,589$4.1M0.10%
116MASTERCARD INCORPORATEDMA7,372$3.9M0.09%
117SALESFORCE INCCRM11,755$3.9M0.09%
118ISHARES TR46434V46419,618$3.8M0.09%
119ISHARES TR46428716828,956$3.8M0.09%
120COINBASE GLOBAL INCCOIN12,500$3.7M0.09%
121SNOWFLAKE INCSNOW23,579$3.6M0.09%
122GENERAL MTRS CO37045V10055,112$3.6M0.09%
123GENERAL MLS INC37033410455,105$3.5M0.08%
124JPMORGAN CHASE & CO.VYLD13,258$3.5M0.08%
125ORACLE CORPORCL-PD20,794$3.4M0.08%
126ALTI GLOBAL INCALTI742,995$3.3M0.08%
127SCHWAB CHARLES CORPSCHW-PJ43,917$3.3M0.08%
128PRIVIA HEALTH GROUP INCPRVA162,615$3.2M0.08%
129ISHARES TR46428746540,941$3.1M0.08%
130ISHARES TR46428987571,133$3.1M0.07%
131VANGUARD INDEX FDS92290862911,632$3.1M0.07%
132INVESCO EXCHANGE TRADED FD TIVZ17,316$3.0M0.07%
133COSTCO WHSL CORP NEW22160K1053,311$3.0M0.07%
134THERMO FISHER SCIENTIFIC INCTMO5,596$3.0M0.07%
135UNITEDHEALTH GROUP INCUNH5,884$3.0M0.07%
136OREILLY AUTOMOTIVE INC67103H1072,472$3.0M0.07%
137ALPHABET INCGOOG14,708$2.8M0.07%
138ISHARES GOLD TRIAU54,999$2.8M0.07%
139NIKE INCNKE36,695$2.8M0.07%
140VISA INCV8,686$2.8M0.07%
141DIMENSIONAL ETF TRUST25434V20393,400$2.7M0.07%
142ABBVIE INCABBV15,395$2.7M0.07%
143FRONTIER GROUP HLDGS INCULCC379,997$2.7M0.07%
144FEDERAL RLTY INVT TR NEW31374510122,663$2.5M0.06%
145AUTOMATIC DATA PROCESSING INADP8,569$2.5M0.06%
146VANGUARD SCOTTSDALE FDS92206C77155,346$2.5M0.06%
147WALMART INCWMT27,248$2.5M0.06%
148PEPSICO INCPEP16,274$2.5M0.06%
149FIRST TR EXCHANGE-TRADED FD33739Q80496,316$2.5M0.06%
150ISHARES TR46428825720,597$2.4M0.06%
151VANGUARD INTL EQUITY INDEX F92204277542,013$2.4M0.06%
152VANGUARD WORLD FD92191073322,915$2.4M0.06%
153INTERCONTINENTAL EXCHANGE IN45866F10415,966$2.4M0.06%
154ISHARES TR46434V73843,539$2.4M0.06%
155HONEYWELL INTL INC43851610610,325$2.3M0.06%
156SEI INVTS CO78411710327,471$2.3M0.06%
157SALESFORCE INCCRM6,717$2.2M0.05%
158PACER FDS TR69374H88138,500$2.2M0.05%
159ISHARES TR46428740811,453$2.2M0.05%
160VANGUARD INTL EQUITY INDEX F92204285848,107$2.1M0.05%
161CATERPILLAR INCCAT5,828$2.1M0.05%
162BANK AMERICA CORP06050510445,176$2.1M0.05%
163MONDELEZ INTL INC60920710535,145$2.1M0.05%
164ADOBE INCADBE4,642$2.1M0.05%
165VANGUARD SCOTTSDALE FDS92206C70635,337$2.0M0.05%
166BERKSHIRE HATHAWAY INC DELBRK-A3$2.0M0.05%
167PALANTIR TECHNOLOGIES INCPLTR26,740$2.0M0.05%
168ISHARES INC46434G86360,438$2.0M0.05%
169APPLIED MATLS INC03822210511,106$2.0M0.05%
170FLEXSHARES TRFLEX54,431$2.0M0.05%
1713M COMMM15,204$2.0M0.05%
172DEERE & CODE4,282$2.0M0.05%
173HOME DEPOT INCHD4,704$1.9M0.05%
174ISHARES TR46428851324,388$1.9M0.05%
175UNION PAC CORPUNP8,272$1.9M0.05%
176DYCOM INDS INC26747510110,852$1.9M0.05%
177VANGUARD INDEX FDS9229087517,736$1.9M0.04%
178ISHARES TR46434V80352,800$1.8M0.04%
179BROOKFIELD CORP11271J10731,800$1.8M0.04%
180ABBOTT LABSABLZF16,131$1.8M0.04%
181PROCTER AND GAMBLE CO74271810911,261$1.8M0.04%
182SCHWAB STRATEGIC TR80852420177,894$1.8M0.04%
183MORGAN STANLEYMS-PQ13,075$1.8M0.04%
184ELECTRONIC ARTS INCEA12,222$1.8M0.04%
185VANGUARD WHITEHALL FDS92194640613,979$1.8M0.04%
186SELECT SECTOR SPDR TR81369Y50620,708$1.8M0.04%
187DANAHER CORPORATION2358511027,602$1.8M0.04%
188SPDR S&P MIDCAP 400 ETF TRMDY3,023$1.7M0.04%
189VANGUARD WORLD FD92204A7022,772$1.7M0.04%
190ISHARES TR46428866114,572$1.7M0.04%
191KKR & CO INCKKRT11,295$1.7M0.04%
192ORLA MNG LTD NEW68634K106285,000$1.7M0.04%
193STARBUCKS CORPSBUX18,048$1.6M0.04%
194ISHARES TR46428864630,937$1.6M0.04%
195QUALCOMM INCQCOM10,278$1.6M0.04%
196LOWES COS INC5486611076,337$1.6M0.04%
197ARISTA NETWORKS INCANET12,948$1.6M0.04%
198ISHARES TR46434VBD160,900$1.5M0.04%
199VANGUARD INTL EQUITY INDEX F92204274213,020$1.5M0.04%
200ISHARES TR46435GAA063,400$1.5M0.04%
201LOWES COS INC5486611076,192$1.5M0.04%
202ISHARES TR46435UAA963,500$1.5M0.04%
203ISHARES TR46428844855,702$1.5M0.04%
204AIRBNB INCABNB11,575$1.5M0.04%
205ISHARES TR46432F84221,627$1.5M0.04%
206MCDONALDS CORPMCD5,166$1.5M0.04%
207ABBOTT LABSABLZF12,838$1.5M0.04%
208AMERICAN EXPRESS COAXP4,620$1.4M0.03%
209ACCENTURE PLC IRELANDACN4,079$1.4M0.03%
210FISERV INCFISV6,814$1.4M0.03%
211ISHARES TR46428748111,118$1.4M0.03%
212SCHLUMBERGER LTDSLB32,201$1.4M0.03%
213UNION PAC CORPUNP6,122$1.4M0.03%
214DIMENSIONAL ETF TRUST25434V30254,900$1.4M0.03%
215COINBASE GLOBAL INCCOIN5,543$1.4M0.03%
216HONEYWELL INTL INC4385161066,092$1.4M0.03%
217BLACKROCK INCBLK1,352$1.4M0.03%
218HESS CORPHESM10,143$1.3M0.03%
219ISHARES TR46435G51617,540$1.3M0.03%
220BOSTON SCIENTIFIC CORPBSX13,536$1.3M0.03%
221FORTIVE CORPFTV17,691$1.3M0.03%
222MASTERCARD INCORPORATEDMA2,498$1.3M0.03%
223VANGUARD WORLD FD9219108163,764$1.3M0.03%
224MERCK & CO INCMRK13,183$1.3M0.03%
225INVESCO EXCHANGE TRADED FD TIVZ11,239$1.3M0.03%
226ASTERA LABS INCALAB9,724$1.3M0.03%
227CATERPILLAR INCCAT3,327$1.3M0.03%
228SERVICE CORP INTL81756510415,805$1.3M0.03%
229PHILIP MORRIS INTL INC71817210910,217$1.2M0.03%
230ISHARES INC46434G82218,314$1.2M0.03%
231AMERICAN EXPRESS COAXP3,949$1.2M0.03%
232SPDR SER TR78468R79623,956$1.2M0.03%
233ACCENTURE PLC IRELANDACN3,275$1.2M0.03%
234COMCAST CORP NEWCCZ31,229$1.2M0.03%
235NUVEEN MUN VALUE FD INCNU131,710$1.1M0.03%
236RTX CORPORATIONRTX9,329$1.1M0.03%
237BOOKING HOLDINGS INCBKNG226$1.1M0.03%
238QUANTA SVCS INC74762E1023,299$1.1M0.03%
239MICROSTRATEGY INCSTRK2,800$1.1M0.03%
240CITIZENS FINL GROUP INCCIA25,130$1.1M0.03%
241DOW INCDOW27,392$1.1M0.03%
242ISHARES TR4642877216,846$1.1M0.03%
243KEYSIGHT TECHNOLOGIES INCKEYS6,569$1.1M0.03%
244CUMMINS INCCMI2,947$1.1M0.03%
245MIMEDX GROUP INCMDXG111,554$1.1M0.03%
246PENUMBRA INCPEN4,463$1.1M0.03%
247SPDR SER TR78464A7638,002$1.1M0.03%
248ELI LILLY & COLLY1,363$1.1M0.03%
249FIRST TR EXCHNG TRADED FD VI33740F27652,547$1.0M0.02%
250WILLIS TOWERS WATSON PLC LTDWTW3,256$1.0M0.02%
251AGNICO EAGLE MINES LTDAEM11,950$1.0M0.02%
252AMERICAN TOWER CORP NEW03027X1005,517$1.0M0.02%
253CISCO SYS INCCSCO17,163$1.0M0.02%
254CONSOLIDATED EDISON INCED10,816$1.0M0.02%
255THERMO FISHER SCIENTIFIC INCTMO1,931$1.0M0.02%
256CORTEVA INCCTVA16,102$1.0M0.02%
257BROADCOM INCAVGO4,259$987,4070.02%
258VERIZON COMMUNICATIONS INCVZ24,980$985,6940.02%
259ALIBABA GROUP HLDG LTDBBAAY11,555$983,5620.02%
260GE AEROSPACE3696043015,757$961,8110.02%
261ISHARES TR4642875499,341$953,6550.02%
262ISHARES INC4642863926,072$944,1960.02%
263COTERRA ENERGY INCCTRA32,004$943,1580.02%
264ARK ETF TR00214Q20312,186$941,3690.02%
265LINDE PLCLIN2,114$927,7970.02%
266S&P GLOBAL INCSPGI1,847$927,4080.02%
267PULTE GROUP INC7458671017,640$894,1090.02%
268MERCK & CO INCMRK8,788$881,3320.02%
269ISHARES TR46435U54918,945$879,8060.02%
270NETFLIX INCNFLX986$878,8420.02%
271DARDEN RESTAURANTS INCDRI4,797$878,5710.02%
272DANAHER CORPORATION2358511023,818$877,3900.02%
273PFIZER INCPFE32,977$874,8770.02%
274RTX CORPORATIONRTX7,366$852,4450.02%
275INTEL CORPINTC42,190$845,9020.02%
276MOODYS CORPMCO1,763$838,9230.02%
277CONSOLIDATED EDISON INCED9,275$827,5970.02%
278CHENIERE ENERGY INCLNG3,249$821,2170.02%
279HOLOGIC INCHOLX11,768$820,5830.02%
280SPDR SER TR78464A85411,900$820,3640.02%
281CARLISLE COS INC1423391002,217$817,7180.02%
282OAKTREE SPECIALTY LENDING COOCSL51,641$809,7310.02%
283ELI LILLY & COLLY1,110$805,5490.02%
284SPOTIFY TECHNOLOGY S ASPOT1,798$804,3890.02%
285ASML HOLDING N VASMLF1,156$801,2000.02%
286VANGUARD TAX-MANAGED FDS92194385816,703$798,7370.02%
287NUSHARES ETF TRNU16,738$795,3930.02%
288CANADIAN PACIFIC KANSAS CITYCP10,650$770,7130.02%
289AUTOZONE INCAZO236$755,6720.02%
290AUTOMATIC DATA PROCESSING INADP2,543$753,1860.02%
291GENENTA SCIENCE S P AGNTA200,288$753,0830.02%
292META PLATFORMS INCMETA1,251$752,8530.02%
293MARTIN MARIETTA MATLS INC5732841061,380$748,7330.02%
294LAM RESEARCH CORPLRCX10,308$746,9180.02%
295TRUIST FINL CORP89832Q10915,592$742,9590.02%
296WISDOMTREE TRWT14,755$742,4720.02%
297PEPSICO INCPEP4,993$740,2120.02%
298LOCKHEED MARTIN CORPLMT1,502$736,4610.02%
299CONOCOPHILLIPSCOP7,395$733,3860.02%
300NEUROCRINE BIOSCIENCES INCNBIX5,085$728,4770.02%
301SSGA ACTIVE ETF TR78467V60817,384$725,4340.02%
302ISHARES TR4642886537,134$710,1180.02%
303VANECK ETF TRUST92189F10619,310$709,6430.02%
304CANADIAN PACIFIC KANSAS CITYCP9,271$696,4900.02%
305APPLIED MATLS INC0382221054,241$689,7100.02%
306VANGUARD SPECIALIZED FUNDS9219088443,519$689,2080.02%
307PALO ALTO NETWORKS INCPANW3,858$688,5610.02%
308WISDOMTREE TRWT14,939$684,9530.02%
309ALLSTATE CORPALL-PJ3,534$684,4510.02%
310PROLOGIS INC.PLDGP6,157$674,0690.02%
311SCHWAB CHARLES CORPSCHW-PJ8,700$664,7670.02%
312ALTRIA GROUP INCMO12,090$644,5180.02%
313FIRST TR EXCHANGE-TRADED FD33738D10117,900$638,1350.02%
314VANGUARD INDEX FDS9229086113,096$633,4730.02%
315QUALCOMM INCQCOM3,767$619,8980.01%
316ISHARES INC46428650915,378$619,7330.01%
317APTIV PLCAPTV9,983$610,5600.01%
318BLACKROCK INCBLK595$610,3600.01%
319TAKE-TWO INTERACTIVE SOFTWARTTWO3,287$609,2630.01%
320WISDOMTREE TRWT5,500$606,5950.01%
321ISHARES TR46432F8348,817$583,1380.01%
322NEXTERA ENERGY INCNEE-PW8,058$577,7120.01%
323CORTEVA INCCTVA9,926$565,3850.01%
324AFFIRM HLDGS INCAFRM9,148$557,1130.01%
325ISHARES TR4642872265,710$553,3740.01%
326ISHARES TR4642876713,971$553,3590.01%
327MAIN STR CAP CORP56035L1049,350$547,7230.01%
328PARKER-HANNIFIN CORPPH860$546,9860.01%
329CAPITAL ONE FINL CORP14040H1053,060$545,6590.01%
330SAP SESAPGF2,193$539,9390.01%
331VERTIV HOLDINGS COVRT4,700$533,9670.01%
332CHUBB LIMITEDCB1,907$528,6350.01%
333NETFLIX INCNFLX614$524,1950.01%
334GENERAL DYNAMICS CORPGD1,986$523,2910.01%
335FUNDX INVT TR3608768097,272$521,4630.01%
336VANGUARD SCOTTSDALE FDS92206C4096,620$516,4260.01%
337DUPONT DE NEMOURS INCDD6,770$516,2310.01%
338PROSHARES TR74347X8316,495$513,9450.01%
339STRYKER CORPORATIONSYK1,421$512,8630.01%
340TEXAS INSTRS INC8825081042,729$511,7150.01%
341VANGUARD SCOTTSDALE FDS92206C8706,320$507,2120.01%
342GLOBAL X FDS37954Y83012,700$505,8410.01%
343VANGUARD SCOTTSDALE FDS92206C7068,610$499,4660.01%
344NOVO-NORDISK A SNONOF5,788$497,8840.01%
345ISHARES TR4642888779,442$495,4220.01%
346UBER TECHNOLOGIES INCUBER7,326$493,3330.01%
347CHURCH & DWIGHT CO INCCHD4,680$490,0430.01%
348ADVANCED MICRO DEVICES INCAMD4,056$489,9240.01%
349ECOLAB INCECL2,061$484,2670.01%
350PARAMOUNT GLOBAL92556H20647,111$483,8300.01%
351SCHWAB STRATEGIC TR80852476316,252$482,6710.01%
352ATLASSIAN CORPORATIONTEAM1,892$477,4650.01%
353GE AEROSPACE3696043012,605$477,0530.01%
354J P MORGAN EXCHANGE TRADED F46641Q2098,758$469,0780.01%
355GE VERNOVA INCGEV1,421$467,7620.01%
356PNC FINL SVCS GROUP INC6934751052,332$466,7270.01%
357ISHARES TR4642882815,222$464,9670.01%
358ISHARES TR4642885885,066$464,4610.01%
359GLOBE LIFE INCGL-PD4,135$461,1010.01%
360MARKEL GROUP INCMKL267$460,9030.01%
361MADRIGAL PHARMACEUTICALS INCMDGL1,492$460,3860.01%
362SHELL PLCRYDAF7,293$456,9090.01%
363CHARLES RIV LABS INTL INC1598641072,790$456,1650.01%
364CROWN CASTLE INCCCI5,006$455,8460.01%
365REDDIT INCRDDT2,770$452,7290.01%
366CARRIER GLOBAL CORPORATIONCARR6,565$449,6090.01%
367DOW INCDOW10,945$449,1830.01%
368GLOBAL X FDS37950E10118,232$438,7940.01%
369ISHARES TR4642888107,020$434,1170.01%
370TARGET CORPTGT3,188$430,9710.01%
371ISHARES TR4642885703,877$427,4390.01%
372PNC FINL SVCS GROUP INC6934751052,215$427,1700.01%
373ISHARES TR46429B7474,150$419,7730.01%
374EDWARDS LIFESCIENCES CORPEW5,530$409,3860.01%
375BWX TECHNOLOGIES INCBWXT3,307$404,8760.01%
376SERVICENOW INCNOW380$402,8460.01%
377ISHARES TR4642874404,352$402,3420.01%
378VANGUARD CHARLOTTE FDS92203J4078,188$401,6120.01%
379ISHARES TR4642872349,553$401,0020.01%
380CUMMINS INCCMI1,139$397,0510.01%
381INTERNATIONAL BUSINESS MACHSINTR1,805$396,7930.01%
382FORTINET INCFTNT4,197$396,5330.01%
383ISHARES TR46436E7183,891$391,2010.01%
384PAYCHEX INCPAYX2,785$390,5130.01%
385EATON CORP PLCETN1,167$387,2920.01%
386VERISK ANALYTICS INCVRSK1,405$386,9790.01%
387ISHARES TR4642886467,300$378,0670.01%
388AFLAC INCAFL3,647$377,2460.01%
389BANK NEW YORK MELLON CORP0640581004,801$368,8610.01%
390ALTICE USA INCOPTU133,000$367,0800.01%
391ZOETIS INCZTS2,207$366,1190.01%
392DIMENSIONAL ETF TRUST25434V7248,900$364,1880.01%
393TRANE TECHNOLOGIES PLCTT976$360,4860.01%
394IREN LIMITEDIREN30,000$359,7000.01%
395PUBLIC SVC ENTERPRISE GRP IN7445731064,251$359,1250.01%
396UNUM GROUPUNMA4,906$358,2850.01%
397TJX COS INC NEW8725401092,957$357,2350.01%
398TAIWAN SEMICONDUCTOR MFG LTD8740391001,795$355,5860.01%
399NUVEEN MUN VALUE FD INCNU41,325$354,9820.01%
400GOLDMAN SACHS GROUP INCGSCE567$354,9080.01%
401SSGA ACTIVE ETF TR78467V6088,474$353,6200.01%
402IQVIA HLDGS INCIQV1,768$348,9320.01%
403INVESCO DB COMMDY INDX TRCKIVZ16,278$348,0330.01%
404LOUISIANA PAC CORPLPX3,318$343,5790.01%
405COCA COLA COKO5,464$342,6480.01%
406MOODYS CORPMCO722$341,8020.01%
407SPDR DOW JONES INDL AVERAGE78467X109801$341,7630.01%
408WELLS FARGO CO NEW9497461014,852$340,7790.01%
409ROBLOX CORPRBLX5,885$340,5060.01%
410PAYPAL HLDGS INCPYPL3,649$335,0150.01%
411GILEAD SCIENCES INCGILD3,626$334,9170.01%
412MONDELEZ INTL INC6092071055,450$328,0900.01%
413AT&T INCT-PC14,336$326,4380.01%
414TAIWAN SEMICONDUCTOR MFG LTD8740391001,600$325,0220.01%
415CHARTER COMMUNICATIONS INC N16119P108922$323,9630.01%
416GENERAL MLS INC3703341045,069$323,2820.01%
417PHILLIPS 66PSX2,817$320,9110.01%
418EXCHANGE TRADED CONCEPTS TRU3015057075,665$318,7130.01%
419J P MORGAN EXCHANGE TRADED F46641Q3325,478$317,3120.01%
420ALTI GLOBAL INCALTI74,432$316,3360.01%
421YUM BRANDS INCYUM2,348$315,0340.01%
422PRUDENTIAL FINL INCPUKPF2,643$313,2750.01%
423VANGUARD SCOTTSDALE FDS92206C8703,900$313,0530.01%
424SERVICENOW INCNOW303$311,9020.01%
425FIRST CTZNS BANCSHARES INC N31946M103147$311,4000.01%
426AMPLIFY ETF TR0321085996,042$311,0290.01%
427VANGUARD STAR FDS9219097685,183$305,4340.01%
428LISTED FD TR53656F70614,800$294,7940.01%
429ENHABIT INCEHAB37,702$294,4530.01%
430ALIBABA GROUP HLDG LTDBBAAY3,464$293,7130.01%
431GRAYSCALE ETHEREUM TRUST ETF38963810710,478$293,5940.01%
432COUPANG INCCPNG13,219$290,5540.01%
433CSX CORPCSX8,900$287,2030.01%
434STATE STR CORPSTT-PG2,912$285,7880.01%
435ISHARES TR4642874732,208$285,5830.01%
436ISHARES TR4642874993,216$284,2940.01%
437SPDR SER TR78464A4093,222$283,2230.01%
438REGENERON PHARMACEUTICALSREGN395$281,3700.01%
439OMNICOM GROUP INCOMC3,237$280,7450.01%
440J P MORGAN EXCHANGE TRADED F46641Q3324,768$278,9280.01%
441SPDR SER TR78464A8703,071$276,5740.01%
442BANK AMERICA CORP0605051046,278$275,9060.01%
443HP INCHPQ8,366$274,8270.01%
444ABRDN PLATINUM ETF TRUSTPPLT3,300$274,0650.01%
445DIMENSIONAL ETF TRUST25434V4014,294$273,7430.01%
446FIDELITY WISE ORIGIN BITCOINFBTC3,336$272,1510.01%
447SPDR INDEX SHS FDS78463X5337,720$271,5100.01%
448NVENT ELECTRIC PLCNVT3,913$266,6790.01%
449ISHARES TR4642871762,493$265,6290.01%
450ISHARES TR46432F3882,508$264,8700.01%
451BRINKER INTL INC1096411001,978$261,6700.01%
452INVESCO EXCH TRADED FD TR IIIVZ12,423$261,6290.01%
453INVESCO EXCH TRADED FD TR IIIVZ5,462$261,5750.01%
454COLGATE PALMOLIVE COCL2,871$261,0300.01%
455FEDEX CORPFDX923$260,9400.01%
456DISNEY WALT CO2546871062,427$259,7370.01%
457ONEOK INC NEWOKE2,565$257,5260.01%
458BP PLCBPPFF8,638$255,3370.01%
459SEALED AIR CORP NEWSE7,510$254,0630.01%
460COSTCO WHSL CORP NEW22160K105267$251,8310.01%
461PPG INDS INC6935061072,107$251,7350.01%
462COMCAST CORP NEWCCZ6,673$250,4510.01%
463SOLVENTUM CORPSOLV3,776$249,4430.01%
464ISHARES TR4642874573,000$246,2400.01%
465CAMDEN PPTY TR1331311022,084$243,9740.01%
466DIAMONDBACK ENERGY INCFANG1,481$242,7080.01%
467AMERIPRISE FINL INC03076C106452$240,5740.01%
468ISHARES TR4642886532,415$240,3890.01%
469HARTFORD FINL SVCS GROUP INCHIG-PG2,169$238,4180.01%
470UDR INCUDR5,440$236,1500.01%
471AMPLIFY ETF TR0321088888,035$235,9520.01%
472VANECK ETF TRUST92189F676971$235,1010.01%
473WORLD GOLD TRGLDW4,518$234,8910.01%
474CHICAGO ATLANTIC REAL ESTATEREFI14,605$234,7080.01%
475BOOKING HOLDINGS INCBKNG47$233,5550.01%
476SNAP INCSNAP21,606$232,6970.01%
477DESPEGAR COM CORPG2735810311,793$227,0240.01%
478DUKE ENERGY CORP NEWDUKB2,063$222,2960.01%
479ATRICURE INCATRC7,263$221,9570.01%
480XYLEM INCXYL1,905$221,0180.01%
481INTUITIVE SURGICAL INCISRG421$219,7450.01%
482UNITED PARCEL SERVICE INCUPS1,726$217,6240.01%
483VANGUARD MUN BD FDS9229077464,315$216,3110.01%
484VANGUARD SCOTTSDALE FDS92206C1023,693$214,8590.01%
485BRISTOL-MYERS SQUIBB COCELG-RI3,781$213,8530.01%
486FAIR ISAAC CORPFICO106$211,2960.01%
487J P MORGAN EXCHANGE TRADED F46641Q1913,812$211,2510.01%
488CLOROX CO DELCLX1,275$207,0730.01%
489OTIS WORLDWIDE CORPOTIS2,232$206,7060.00%
490ISHARES TR4642876301,235$202,6840.00%
491I3 VERTICALS INCIIIV8,750$201,6000.00%
492SPDR INDEX SHS FDS78463X3011,760$201,3820.00%
493CISCO SYS INCCSCO3,320$201,2910.00%
494CITIGROUP INCC-PR2,717$191,2840.00%
495GENERAL MTRS CO37045V1003,543$188,7450.00%
496CHARTER COMMUNICATIONS INC N16119P108549$188,1360.00%
497MARTIN MARIETTA MATLS INC573284106363$187,4900.00%
498BLACKSTONE INCBX1,084$186,8330.00%
499ASML HOLDING N VASMLF268$185,7450.00%
500ISHARES BITCOIN TRUST ETFIBIT3,478$184,5080.00%