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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

NWAM LLC

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001085146-25-002583

Total Value
$1.16B
Positions
504
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT249,435$93.6M8.05%
2APPLE INCAAPL273,603$60.8M5.23%
3VANGUARD INDEX FDS92290873693,186$34.6M2.97%
4AMAZON COM INCAMZN167,443$31.9M2.74%
5VANGUARD INDEX FDS922908744181,064$31.3M2.69%
6BERKSHIRE HATHAWAY INC DELBRK-A55,272$29.4M2.53%
7NVIDIA CORPORATIONNVDA257,191$27.9M2.40%
8ISHARES TR46428761462,288$22.5M1.93%
9COSTCO WHSL CORP NEW22160K10521,746$20.6M1.77%
10ISHARES TR464287150157,009$19.2M1.65%
11INVESCO QQQ TRIVZ40,557$19.0M1.64%
12ISHARES TR46428720028,670$16.1M1.39%
13BROADCOM INCAVGO94,969$15.9M1.37%
14VANGUARD BD INDEX FDS921937827157,161$12.3M1.06%
15SPDR GOLD TRGLD41,159$11.9M1.02%
16ISHARES TR464287226113,893$11.3M0.97%
17AMERICAN CENTY ETF TR025072877109,271$9.5M0.82%
18SIMPLIFY EXCHANGE TRADED FUN82889N525173,162$8.7M0.75%
19ANAVEX LIFE SCIENCES CORPAVXL1,000,351$8.6M0.74%
20ISHARES TR46428759844,911$8.5M0.73%
21BOEING COBA-PA48,303$8.2M0.71%
22VANECK ETF TRUST92189F106177,824$8.2M0.70%
23DIMENSIONAL ETF TRUST25434V716212,693$7.6M0.66%
24DIMENSIONAL ETF TRUST25434V708228,040$7.5M0.65%
25VANGUARD INDEX FDS92290863728,464$7.3M0.63%
26VANGUARD BD INDEX FDS92193781995,193$7.3M0.63%
27ISHARES TR464287507124,702$7.3M0.63%
28VANGUARD BD INDEX FDS92193783595,941$7.0M0.61%
29VANECK ETF TRUST92189F791118,661$6.8M0.58%
30VANGUARD INDEX FDS92290876923,819$6.5M0.56%
31STARBUCKS CORPSBUX63,808$6.3M0.54%
32ISHARES TR46432F84280,462$6.1M0.52%
33VANGUARD CHARLOTTE FDS92203J407124,232$6.1M0.52%
34ISHARES TR46428780456,886$5.9M0.51%
35NETFLIX INCNFLX6,348$5.9M0.51%
36EA SERIES TRUST02072L56551,245$5.7M0.49%
37VANGUARD INDEX FDS92290862922,051$5.7M0.49%
38AMERICAN CENTY ETF TR02507236499,371$5.6M0.48%
39SELECT SECTOR SPDR TR81369Y605112,759$5.6M0.48%
40SPDR SER TR78464A30069,767$5.5M0.47%
41VANGUARD MUN BD FDS922907746104,449$5.2M0.45%
42WISDOMTREE TRWT101,703$5.1M0.44%
43US BANCORP DELUSB-PS120,299$5.1M0.44%
44PROCTER AND GAMBLE CO74271810929,782$5.1M0.44%
45SCHWAB STRATEGIC TR808524797181,462$5.1M0.44%
46HONEYWELL INTL INC43851610623,915$5.1M0.44%
47FIRST TR EXCHANGE TRADED FD33738R70473,233$5.0M0.43%
48VANGUARD INDEX FDS9229083639,623$4.9M0.43%
49JPMORGAN CHASE & CO.VYLD20,070$4.9M0.42%
50SPDR SER TR78464A76336,017$4.9M0.42%
51BERKSHIRE HATHAWAY INC DELBRK-A6$4.8M0.41%
52TESLA INCTSLA18,171$4.7M0.41%
53VANGUARD INDEX FDS92290861125,241$4.7M0.40%
54INVESCO EXCH TRADED FD TR IIIVZ46,739$4.6M0.40%
55AMGEN INCAMGN14,427$4.5M0.39%
56ISHARES TR46432F83463,727$4.4M0.38%
57PACCAR INCPCAR45,227$4.4M0.38%
58INTUITIVE SURGICAL INCISRG8,657$4.3M0.37%
59BANCO SANTANDER S.A.BCDRF638,747$4.3M0.37%
60ABBVIE INCABBV20,378$4.3M0.37%
61ISHARES U S ETF TR46431W853158,429$4.2M0.36%
62AGNICO EAGLE MINES LTDAEM38,663$4.2M0.36%
63SERVICENOW INCNOW5,249$4.2M0.36%
64INSMED INCINSM53,789$4.1M0.35%
65VANGUARD TAX-MANAGED FDS92194385880,264$4.1M0.35%
66J P MORGAN EXCHANGE TRADED F46641Q83779,459$4.0M0.35%
67ISHARES INC46434G10374,513$4.0M0.35%
68SPDR DOW JONES INDL AVERAGE78467X1099,538$4.0M0.34%
69JOHNSON & JOHNSONJNJ23,677$3.9M0.34%
70CHENIERE ENERGY INCLNG16,637$3.8M0.33%
71VANGUARD INDEX FDS92290853815,340$3.8M0.32%
72VANGUARD INDEX FDS92290875116,797$3.7M0.32%
73ISHARES TR46428830752,014$3.7M0.32%
74SHOPIFY INCSHOP37,023$3.5M0.30%
75SELECT SECTOR SPDR TR81369Y20924,093$3.5M0.30%
76MERCADOLIBRE INCMELI1,780$3.5M0.30%
77SPDR SER TR78468R101116,290$3.4M0.29%
78INVESCO EXCHANGE TRADED FD TIVZ29,806$3.4M0.29%
79SPDR S&P 500 ETF TRSPY6,004$3.4M0.29%
80CORNING INCGLW72,654$3.3M0.29%
81AT&T INCT-PC117,134$3.3M0.28%
82VISA INCV9,420$3.3M0.28%
83CHEVRON CORP NEWCVX19,661$3.3M0.28%
84SELECT SECTOR SPDR TR81369Y70424,838$3.3M0.28%
85ARISTA NETWORKS INCANET41,434$3.2M0.28%
86ABBOTT LABSABLZF23,602$3.1M0.27%
87FIDELITY WISE ORIGIN BITCOINFBTC42,858$3.1M0.27%
88AMPLIFY ETF TR03210860783,128$3.1M0.26%
89ISHARES TR46428717627,471$3.1M0.26%
90DUPONT DE NEMOURS INCDD40,042$3.0M0.26%
91CAMECO CORPCCJ72,610$3.0M0.26%
92BANK AMERICA CORP06050510471,598$3.0M0.26%
93GE AEROSPACE36960430114,896$3.0M0.26%
94ISHARES TR46429B69731,545$3.0M0.25%
95ISHARES TR46428740815,300$2.9M0.25%
96FIRST TR VALUE LINE DIVID IN33734H10662,973$2.8M0.24%
97GOLDMAN SACHS GROUP INCGSCE5,017$2.7M0.24%
98VANGUARD INDEX FDS92290855329,058$2.6M0.23%
99VANGUARD SCOTTSDALE FDS92206C10244,339$2.6M0.22%
100VEEVA SYS INCVEEV11,112$2.6M0.22%
101ISHARES TR46428828128,182$2.6M0.22%
102INVESCO EXCHANGE TRADED FD TIVZ25,077$2.5M0.22%
103ISHARES TR46428745729,965$2.5M0.21%
104BLACKROCK ETF TRUSTBLK50,008$2.4M0.21%
105ISHARES TR46434V61352,574$2.4M0.21%
106VANECK ETF TRUST92189F67611,441$2.4M0.21%
107VERTIV HOLDINGS COVRT33,211$2.4M0.21%
108ISHARES TR4642871018,814$2.4M0.21%
109HOME DEPOT INCHD6,489$2.4M0.20%
110SPDR SER TR78464A85435,614$2.3M0.20%
111VANGUARD WORLD FD9219108167,536$2.3M0.20%
112VANGUARD INTL EQUITY INDEX F92204285851,421$2.3M0.20%
113SCHWAB STRATEGIC TR808524839100,298$2.3M0.20%
114VERTEX PHARMACEUTICALS INCVRTX4,742$2.3M0.20%
115UNITEDHEALTH GROUP INCUNH4,366$2.3M0.20%
116J P MORGAN EXCHANGE TRADED F46641Q11840,711$2.3M0.20%
117ISHARES TR46428746527,324$2.2M0.19%
118INVESCO EXCH TRADED FD TR IIIVZ11,543$2.2M0.19%
119INVESCO EXCH TRADED FD TR IIIVZ20,600$2.2M0.19%
120DANAHER CORPORATION23585110210,647$2.2M0.19%
121PALANTIR TECHNOLOGIES INCPLTR25,283$2.1M0.18%
122SPDR SER TR78464A70614,957$2.1M0.18%
123VANGUARD INTL EQUITY INDEX F92204277534,429$2.1M0.18%
124VANGUARD SPECIALIZED FUNDS92190884410,620$2.1M0.18%
125GE VERNOVA INCGEV6,737$2.1M0.18%
126J P MORGAN EXCHANGE TRADED F46654Q20339,273$2.0M0.17%
127ISHARES TR46428881033,504$2.0M0.17%
128WALMART INCWMT22,482$2.0M0.17%
129AUTOMATIC DATA PROCESSING INADP6,329$1.9M0.17%
130INTERNATIONAL BUSINESS MACHSINTR7,740$1.9M0.17%
131SCHWAB STRATEGIC TR80852430076,269$1.9M0.16%
132UNION PAC CORPUNP7,983$1.9M0.16%
133FIDELITY COVINGTON TRUST31609285767,617$1.9M0.16%
134ISHARES TR46428887731,347$1.8M0.16%
135ARK ETF TR00214Q70854,269$1.8M0.16%
136DIMENSIONAL ETF TRUST25434V78161,979$1.8M0.16%
137FIDELITY MERRIMACK STR TR31618830938,499$1.8M0.15%
138ISHARES TR46428787917,872$1.7M0.15%
139COCA COLA COKO24,136$1.7M0.15%
140EATON CORP PLCETN6,293$1.7M0.15%
141GILEAD SCIENCES INCGILD15,164$1.7M0.15%
142AMERICAN CENTY ETF TR02507270325,338$1.7M0.14%
143DIMENSIONAL ETF TRUST25434V85639,665$1.7M0.14%
144PACER FDS TR69374H88129,952$1.6M0.14%
145SIMPLIFY EXCHANGE TRADED FUN82889N72376,748$1.6M0.14%
146CATERPILLAR INCCAT4,792$1.6M0.14%
147SPDR INDEX SHS FDS78463X88942,997$1.6M0.13%
148WASTE MGMT INC DEL94106L1096,698$1.6M0.13%
149ALPHABET INCGOOG9,888$1.5M0.13%
150VANGUARD WORLD FD92204A7022,845$1.5M0.13%
151VERIZON COMMUNICATIONS INCVZ33,505$1.5M0.13%
152ISHARES TR46435U16863,880$1.5M0.13%
153SPROTT PHYSICAL GOLD TRSII61,395$1.5M0.13%
154ADVANCED MICRO DEVICES INCAMD14,266$1.5M0.13%
155ISHARES TR46428748112,342$1.5M0.12%
156CADENCE DESIGN SYSTEM INCCDNS5,700$1.4M0.12%
157APPLIED MATLS INC0382221059,945$1.4M0.12%
158GRAYSCALE BITCOIN TRUST ETFGBTC22,134$1.4M0.12%
159EXXON MOBIL CORPXOM12,103$1.4M0.12%
160ISHARES TR46428815813,555$1.4M0.12%
161ISHARES TR46428866112,065$1.4M0.12%
162ISHARES TR46428716810,567$1.4M0.12%
163AMERICAN CENTY ETF TR02507288515,325$1.4M0.12%
164ELI LILLY & COLLY1,707$1.4M0.12%
165MICRON TECHNOLOGY INCMU16,172$1.4M0.12%
166ASML HOLDING N VASMLF2,098$1.4M0.12%
167ISHARES TR4642876309,097$1.4M0.12%
168NATERA INCNTRA9,669$1.4M0.12%
169J P MORGAN EXCHANGE TRADED F46641Q39913,529$1.4M0.12%
170ISHARES TR4642876556,768$1.4M0.12%
171ALPS ETF TR00162Q45225,717$1.3M0.11%
172DIMENSIONAL ETF TRUST25434V69037,807$1.3M0.11%
173ISHARES TR46432F85927,061$1.3M0.11%
174HERITAGE FINL CORP WASH42722X10653,474$1.3M0.11%
175ISHARES TR46428841412,190$1.3M0.11%
176BRISTOL-MYERS SQUIBB COCELG-RI20,458$1.2M0.11%
177CISCO SYS INCCSCO19,875$1.2M0.11%
178FIRST TR EXCHANGE-TRADED FD33733E3025,509$1.2M0.11%
179ORACLE CORPORCL-PD8,718$1.2M0.10%
180PFIZER INCPFE47,907$1.2M0.10%
181PGIM ETF TR69344A10724,279$1.2M0.10%
182WORLD GOLD TRGLDW19,461$1.2M0.10%
183ISHARES TR46428851315,234$1.2M0.10%
184VANGUARD WHITEHALL FDS92194688518,692$1.2M0.10%
185VANGUARD SCOTTSDALE FDS92206C70620,190$1.2M0.10%
186ARK ETF TR00214Q10424,976$1.2M0.10%
187CROWDSTRIKE HLDGS INCCRWD3,367$1.2M0.10%
188FIRST TR EXCH TRADED FD III33739P30124,777$1.2M0.10%
189DIMENSIONAL ETF TRUST25434V83134,910$1.2M0.10%
190ALPHABET INCGOOG7,461$1.2M0.10%
191ISHARES TR46428751512,818$1.1M0.10%
192ISHARES INC46434G76420,531$1.1M0.10%
193EMERSON ELEC COEMR10,302$1.1M0.10%
194FIDELITY COVINGTON TRUST31609286521,539$1.1M0.09%
195MERCK & CO INCMRK12,213$1.1M0.09%
196ISHARES TR46428749912,878$1.1M0.09%
197ISHARES TR4642872429,951$1.1M0.09%
198SPDR SER TR78464A37532,468$1.1M0.09%
199VANECK ETF TRUST92189H40920,729$1.1M0.09%
200VANGUARD INTL EQUITY INDEX F9220427189,127$1.1M0.09%
201VANGUARD WORLD FD92204A8847,082$1.1M0.09%
202PROGRESSIVE CORP7433151033,684$1.0M0.09%
203REALTY INCOME CORPO17,833$1.0M0.09%
204ISHARES TR46429B7479,944$1.0M0.09%
205AMERICAN CENTY ETF TR02507260416,831$1.0M0.09%
206SOUTHERN COSOMN10,964$1.0M0.09%
207DIMENSIONAL ETF TRUST25434V79936,104$1.0M0.09%
208JANUS DETROIT STR TR47103U84519,645$996,1980.09%
209LAM RESEARCH CORPLRCX13,623$990,4020.09%
210EQUIFAX INCEFX4,046$985,4440.08%
211ISHARES TR4642888859,781$978,1230.08%
212REGENERON PHARMACEUTICALSREGN1,539$976,0800.08%
213ISHARES INC46428658212,684$973,2600.08%
214SIMPLIFY EXCHANGE TRADED FUN82889N69932,633$965,9460.08%
215UBER TECHNOLOGIES INCUBER13,257$965,9050.08%
216SCHWAB STRATEGIC TR80852487035,823$963,2820.08%
217COMCAST CORP NEWCCZ25,324$934,4650.08%
218MICROSTRATEGY INCSTRK3,241$934,2830.08%
219ISHARES TR46428864617,481$915,4720.08%
220ISHARES TR46436E7189,071$913,1860.08%
221ISHARES TR4642877216,494$912,0390.08%
222VANGUARD SCOTTSDALE FDS92206C84715,766$908,2890.08%
223KIMBERLY-CLARK CORPKMB6,386$908,2390.08%
224WISDOMTREE TRWT20,825$903,8110.08%
225GLOBAL X FDS37954Y65747,406$902,6070.08%
226DIMENSIONAL ETF TRUST25434V76533,249$895,7260.08%
227FIRST TR MORNINGSTAR DIVID L33691710920,559$893,0870.08%
228STRYKER CORPORATIONSYK2,391$890,1970.08%
229INVESCO EXCHANGE TRADED FD TIVZ5,073$878,7850.08%
230ASTRAZENECA PLCAZN11,756$864,0890.07%
231SELECT SECTOR SPDR TR81369Y30810,555$862,0080.07%
232MANULIFE FINL CORP56501R10627,590$859,4290.07%
233ISHARES TR46436E52836,519$847,9710.07%
234AMERICAN FINL GROUP INC OHIO0259321046,404$841,0790.07%
235RITHM CAPITAL CORPRITM-PF73,102$837,0200.07%
236SCHWAB STRATEGIC TR80852480542,026$831,2740.07%
237DIMENSIONAL ETF TRUST25434V58315,455$825,7690.07%
238ALTRIA GROUP INCMO13,710$822,8890.07%
239VANGUARD BD INDEX FDS92193779311,549$813,2810.07%
240ISHARES GOLD TRIAU13,645$804,5380.07%
241SCHWAB STRATEGIC TR80852460733,663$788,7320.07%
242AMPLIFY ETF TR03210810213,033$783,9190.07%
243DIMENSIONAL ETF TRUST25434V68223,067$776,8840.07%
244VANGUARD WELLINGTON FD9219357065,759$769,7260.07%
245EDWARDS LIFESCIENCES CORPEW10,587$767,3460.07%
246ZOETIS INCZTS4,633$762,7640.07%
247INVESCO EXCHANGE TRADED FD TIVZ11,445$759,2690.07%
248ISHARES TR4642876638,126$749,9560.06%
249DIMENSIONAL ETF TRUST25434V86415,753$748,6050.06%
250JOHNSON CTLS INTL PLCG515021059,044$724,5140.06%
251DIMENSIONAL ETF TRUST25434V80718,343$721,9900.06%
252WISDOMTREE TRWT26,490$717,8790.06%
253ENTERPRISE PRODS PARTNERS L29379210721,002$717,0160.06%
254VANGUARD INTL EQUITY INDEX F92204287410,151$712,6920.06%
255MASTERCARD INCORPORATEDMA1,297$710,8470.06%
256ISHARES TR4642885887,564$709,3840.06%
257WISDOMTREE TRWT36,931$701,6940.06%
258CUMMINS INCCMI2,236$700,9760.06%
259SPDR SER TR78468R6637,638$700,6410.06%
260SCHWAB STRATEGIC TR80852450826,666$698,6550.06%
261ISHARES TR46434V86013,790$698,6010.06%
262CAPITAL GROUP GROWTH ETF14020G10120,350$696,9880.06%
263SOFI TECHNOLOGIES INCSOFI58,658$682,1930.06%
264FIDELITY COVINGTON TRUST31609A50321,762$682,0120.06%
265PHILIP MORRIS INTL INC7181721094,285$680,2360.06%
266LITMAN GREGORY FDS TR53700T82726,811$677,2380.06%
267VANGUARD SCOTTSDALE FDS92206C8708,187$669,3800.06%
268INTEL CORPINTC29,427$668,2890.06%
269ICON PLCICLR3,810$666,7120.06%
270VANGUARD SCOTTSDALE FDS92206C4098,281$653,7110.06%
271ISHARES TR4642886536,241$647,4640.06%
272DUKE ENERGY CORP NEWDUKB5,261$641,6970.06%
273WELLS FARGO CO NEW9497461018,806$632,1610.05%
274ISHARES TR46434V62110,070$622,1250.05%
275ISHARES TR46434V80317,141$622,0380.05%
276VANGUARD INDEX FDS9229085123,859$619,5250.05%
277ABRDN PRECIOUS METALS BASKETGLTR4,777$618,4780.05%
278CONOCOPHILLIPSCOP5,860$615,4340.05%
279SPDR SER TR78464A8217,661$608,7510.05%
280BLACKROCK ETF TRUST IIBLK11,619$608,6030.05%
281TJX COS INC NEW8725401094,963$604,5150.05%
282KROGER COKR8,928$604,3550.05%
283OPENDOOR TECHNOLOGIES INCOPENZ591,000$602,8200.05%
284LOWES COS INC5486611072,582$602,2000.05%
285ISHARES TR46428786110,207$594,0470.05%
286PALO ALTO NETWORKS INCPANW3,481$593,9980.05%
287AMERICAN CENTY ETF TR0250728028,286$577,8660.05%
288FIDELITY COVINGTON TRUST31609A40419,136$569,4800.05%
289PEPSICO INCPEP3,788$567,9730.05%
290VIRTUS ETF TR II92790A40523,974$566,0260.05%
291VANGUARD INDEX FDS9229085952,228$561,0460.05%
292ISHARES TR4642885219,729$560,4150.05%
293QUALCOMM INCQCOM3,635$558,3720.05%
294ISHARES TR46435G67211,152$557,4880.05%
295LOCKHEED MARTIN CORPLMT1,243$555,3840.05%
296PIMCO ETF TR72201R86610,691$551,1030.05%
297SPDR SER TR78468R85313,503$550,3680.05%
298BLACKROCK INCBLK580$549,3420.05%
299CITIGROUP INCC-PR7,678$545,0770.05%
300ACCENTURE PLC IRELANDACN1,739$542,5050.05%
301PIMCO CORPORATE & INCOME OPPPTY37,505$542,3190.05%
302ISHARES TR46434V40712,614$536,3270.05%
303NORTHROP GRUMMAN CORPNOC1,033$528,9150.05%
304UNITY SOFTWARE INCU26,689$522,8380.04%
305ISHARES TR46429B26722,741$522,6910.04%
306S&P GLOBAL INCSPGI1,023$519,7990.04%
307PAYCHEX INCPAYX3,367$519,4820.04%
308SIMPLIFY EXCHANGE TRADED FUN82889N64020,879$515,2980.04%
309J P MORGAN EXCHANGE TRADED F46641Q65410,129$515,0600.04%
310ZSCALER INCZS2,565$508,9470.04%
311ANSYS INC03662Q1051,599$506,1790.04%
312ENERGY TRANSFER L PET-PI27,024$502,3840.04%
313AMPLIFY ETF TR03210864941,232$499,7330.04%
314FIRST TR MULTI CAP GROWTH AL33733F1013,858$499,1190.04%
315PGIM ETF TR69344A8349,726$499,0410.04%
316SHELL PLCRYDAF6,749$494,5800.04%
317ISHARES TR4642873255,405$492,9460.04%
318HA SUSTAINABLE INFRA CAP INC41068X10016,753$489,8540.04%
319NUVEEN CA QUALTY MUN INCOMENU43,139$484,8820.04%
320GSK PLCGLAXF12,419$481,1300.04%
321TETRA TECH INC NEWTTEK16,411$480,0220.04%
322INVESCO EXCHANGE TRADED FD TIVZ10,368$477,1310.04%
323ETFS GOLD TR00326A10415,997$477,0310.04%
324CAPITAL GRP FIXED INCM ETF T14020Y20117,708$474,9290.04%
325BLACKROCK ETF TRUST IIBLK9,161$474,3570.04%
326PIMCO CORPORATE & INCM STRG72200U10034,562$471,7740.04%
327ISHARES TR46429B6559,220$470,6810.04%
328TRANE TECHNOLOGIES PLCTT1,386$466,9540.04%
329BONDBLOXX ETF TRUST09789C8129,989$465,1880.04%
330SERIES PORTFOLIOS TR81752T52817,461$463,9390.04%
331ISHARES INC4642863923,002$459,9200.04%
332ISHARES INC46434G85511,949$458,3820.04%
333AVIDITY BIOSCIENCES INC05370A10815,406$454,7850.04%
334ISHARES TR46435G40914,885$451,1640.04%
335VANGUARD STAR FDS9219097687,255$450,5360.04%
336LINDE PLCLIN967$450,3180.04%
337VANGUARD WHITEHALL FDS9219464063,476$448,2530.04%
338SCHWAB STRATEGIC TR80852420120,230$446,6710.04%
339RTX CORPORATIONRTX3,371$446,5740.04%
340GOLDMAN SACHS ETF TRNVGLF4,045$445,2740.04%
341J P MORGAN EXCHANGE TRADED F46641Q4073,865$445,2480.04%
342PHILLIPS 66PSX3,588$443,0650.04%
343AON PLCAON1,104$440,5990.04%
344TEXAS INSTRS INC8825081042,410$433,1590.04%
345WISDOMTREE TRWT8,856$427,8330.04%
346MANAGER DIRECTED PORTFOLIOS56170L69542,033$426,2200.04%
347EVERSOURCE ENERGYES6,783$421,3090.04%
348J P MORGAN EXCHANGE TRADED F46654Q7407,096$418,2380.04%
349TARGA RES CORPTRGP2,080$416,9910.04%
350ILLUMINA INCILMN5,255$416,9320.04%
351AMERICAN CENTY ETF TR0250726878,898$415,8720.04%
352NU HLDGS LTDNU40,355$413,2400.04%
353INVESCO EXCHANGE TRADED FD TIVZ4,515$413,2230.04%
354GOLDMAN SACHS ETF TRNVGLF5,419$412,0630.04%
355T-MOBILE US INCTMUSZ1,539$410,4670.04%
356SCHWAB STRATEGIC TR80852410218,955$408,1010.04%
357ISHARES TR4642882407,302$404,8960.03%
358ALLIANCEBERNSTEIN GLOBAL HIGAWF37,702$404,5430.03%
359SPDR SER TR78464A67214,143$404,2070.03%
360MORGAN STANLEYMS-PQ3,448$402,3340.03%
361KINDER MORGAN INC DELEP-PC14,068$401,3620.03%
362OCCIDENTAL PETE CORP6745991057,962$392,9900.03%
363CAPITAL GROUP CORE EQUITY ET14020V10811,652$389,1770.03%
364PROSHARES TR74347R2064,321$384,0500.03%
365GOLDMAN SACHS ETF TRNVGLF8,567$381,6130.03%
366MOTOROLA SOLUTIONS INCMSI869$380,5600.03%
367DIMENSIONAL ETF TRUST25434V81513,500$380,0250.03%
368DIMENSIONAL ETF TRUST25434V73214,160$374,6670.03%
369OREILLY AUTOMOTIVE INC67103H107261$373,9030.03%
370SCHWAB STRATEGIC TR80852486215,358$373,8140.03%
371BANK MONTREAL QUE0636711013,883$370,8490.03%
372NEXTERA ENERGY INCNEE-PW5,213$369,5160.03%
373BOOKING HOLDINGS INCBKNG80$368,7480.03%
374ISHARES TR4642877053,066$367,0920.03%
375ARK ETF TR00214Q4013,866$365,9590.03%
376INVESCO EXCH TRADED FD TR IIIVZ3,951$365,5860.03%
377SEAGATE TECHNOLOGY HLDNGS PLSE4,303$365,5550.03%
378ISHARES TR46432F3961,804$364,7210.03%
379AMERICAN EXPRESS COAXP1,336$359,5440.03%
380SPDR SER TR78468R68913,866$357,9190.03%
381FEDEX CORPFDX1,460$355,9550.03%
382J P MORGAN EXCHANGE TRADED F46654Q6094,795$353,8010.03%
383AIR PRODS & CHEMS INCAIIR1,198$353,3240.03%
384VANGUARD INTL EQUITY INDEX F9220428664,875$353,2130.03%
385BROOKFIELD CORP11271J1076,683$350,2560.03%
386HALOZYME THERAPEUTICS INCHALO5,398$344,4460.03%
387J P MORGAN EXCHANGE TRADED F46641Q1675,369$341,1460.03%
388GOLDMAN SACHS ETF TRNVGLF2,849$335,8420.03%
389TRUIST FINL CORP89832Q1098,087$332,7810.03%
390INVESCO EXCH TRADED FD TR IIIVZ10,865$330,9520.03%
391COGNIZANT TECHNOLOGY SOLUTIOCTSH4,283$327,6730.03%
392ISHARES TR4642881093,960$322,5420.03%
393CSX CORPCSX10,938$321,9050.03%
394KAYNE ANDERSON ENERGY INFRST48660610624,959$320,2290.03%
395J P MORGAN EXCHANGE TRADED F46641Q3735,158$317,2430.03%
396ISHARES TR4642876481,237$316,0210.03%
397AMERICAN TOWER CORP NEW03027X1001,430$311,2250.03%
398ABRDN ASIA PACIFIC INCOME FUABAKF19,750$310,0730.03%
399VANGUARD WORLD FD92204A5041,165$308,3060.03%
400SCHWAB STRATEGIC TR8085248888,543$306,5280.03%
401SPDR SER TR78468R60612,905$302,2350.03%
402DELTA AIR LINES INC DELDAL6,830$297,7890.03%
403ISHARES TR4642872346,710$293,2460.03%
404BLACKROCK ETF TRUSTBLK9,230$292,4990.03%
405PROLOGIS INC.PLDGP2,615$292,2890.03%
406SELECT SECTOR SPDR TR81369Y8606,905$288,9770.02%
407ISHARES TR464287689908$288,4170.02%
408NEWMONT CORPNEMCL5,970$288,2370.02%
409LEIDOS HOLDINGS INCLDOS2,130$287,4220.02%
410BOSTON SCIENTIFIC CORPBSX2,840$286,4990.02%
411VERALTO CORPVLTO2,938$286,3080.02%
412META PLATFORMS INCMETA494$284,7220.02%
413ANALOG DEVICES INCADI1,407$283,6630.02%
414SSGA ACTIVE TR78470P50710,883$281,6520.02%
415INGERSOLL RAND INCIR3,495$279,7150.02%
416INVESCO EXCHANGE TRADED FD TIVZ4,272$275,6270.02%
417CORTEVA INCCTVA4,374$275,2860.02%
418SSGA ACTIVE TR78470P4085,408$274,5640.02%
419FIRST TR EXCHANGE TRADED FD33738R5064,687$274,3600.02%
420GRAIL INCGRAL10,681$272,7930.02%
421ISHARES TR4642886792,438$269,2540.02%
422INVESCO EXCHANGE TRADED FD TIVZ2,685$268,4820.02%
423ISHARES TR46432F3391,570$268,2160.02%
424FIDELITY COVINGTON TRUST3160925013,858$268,2080.02%
425VANGUARD ADMIRAL FDS INC921932505798$266,7540.02%
426SPDR INDEX SHS FDS78463X8488,945$264,5930.02%
427ISHARES TR4642874732,099$264,3980.02%
428ROCKWELL AUTOMATION INCROK1,021$263,8120.02%
429ARM HOLDINGS PLC0420682052,460$262,7030.02%
430SPDR SER TR78464A6569,911$261,4600.02%
431VALKYRIE ETF TRUST II91917A20720,286$259,0520.02%
432VANGUARD ADMIRAL FDS INC9219328852,600$256,6200.02%
433TOTALENERGIES SETTE3,939$254,8140.02%
434SELECT SECTOR SPDR TR81369Y1002,963$254,7360.02%
435SPDR SER TR78464A4093,158$253,8140.02%
436ISHARES TR4642888692,286$253,5400.02%
437BANK HAWAII CORP0625401093,672$253,2290.02%
438GLOBAL X FDS37954Y3434,719$251,1920.02%
439AUTODESK INCADSK958$250,8040.02%
440L3HARRIS TECHNOLOGIES INCLHX1,196$250,3820.02%
441ISHARES TR464287622816$250,3000.02%
442CARRIER GLOBAL CORPORATIONCARR3,934$249,4320.02%
443BP PLCBPPFF7,369$248,9930.02%
444FS KKR CAP CORPFSK11,859$248,4460.02%
445HERSHEY COHSY1,442$246,6820.02%
446ONEOK INC NEWOKE2,484$246,4700.02%
447RBB FD INC74933W4524,904$245,2490.02%
448ALNYLAM PHARMACEUTICALS INCALNY907$244,9080.02%
449WD 40 COWDFC1,002$244,4880.02%
450VANGUARD WORLD FD92204A108750$244,2800.02%
451CONSTELLATION ENERGY CORPCEG1,204$242,7650.02%
452AMERICAN HEALTHCARE REIT INCAHR8,011$242,7330.02%
453ISHARES TR46434V4565,969$236,9130.02%
454ISHARES TR46435U2182,436$233,3930.02%
455VANGUARD SCOTTSDALE FDS92206C7715,024$232,6610.02%
456GAMCO GLOBAL GOLD NAT RES &36465A10953,193$232,4550.02%
457MARATHON PETE CORPMARA1,595$232,3890.02%
458SPDR INDEX SHS FDS78463X5095,856$230,5510.02%
459ALCOA CORPAA7,534$229,7890.02%
460NORTHERN LTS FD TR IVNTRSO4,477$228,5960.02%
461BANK NOVA SCOTIA HALIFAX0641491074,790$227,2040.02%
462ADOBE INCADBE590$226,2830.02%
463FIDELITY COVINGTON TRUST3160921137,252$226,1880.02%
464DIMENSIONAL ETF TRUST25434V6588,592$225,6240.02%
465AMERICAN CENTY ETF TR0250723565,223$224,6390.02%
466HARTFORD INSURANCE GROUP INCHIG-PG1,809$223,8280.02%
467AMPHENOL CORP NEW0320951013,373$221,2590.02%
468BARRICK GOLD CORP06790110811,378$221,1920.02%
469AMERIPRISE FINL INC03076C106453$219,3020.02%
470MCDONALDS CORPMCD696$217,4100.02%
471ILLINOIS TOOL WKS INC452308109876$217,3100.02%
472ISHARES TR46434V8784,274$216,7120.02%
473ISHARES INC46434G8486,035$216,5430.02%
474ISHARES TR46429B3334,890$214,6710.02%
475BANK NEW YORK MELLON CORP0640581002,557$214,4850.02%
476CARNIVAL CORPCUKPF10,906$212,9940.02%
477ISHARES TR4642882733,337$211,9790.02%
478KEYCORP49326710813,078$209,1200.02%
479ISHARES TR46435G4251,694$206,4760.02%
480ECOLAB INCECL814$206,3670.02%
481DUFF & PHELPS UTLITY AND INF26433C10516,766$205,0480.02%
482PACER FDS TR69374H8575,467$205,0130.02%
483WEYERHAEUSER CO MTN BEWY6,982$204,4330.02%
484REAVES UTIL INCOME FD7561581016,210$202,0730.02%
485EXELIXIS INCEXEL5,460$201,5830.02%
486INDIA FD INC45408910311,925$188,0570.02%
487AGNC INVT CORP00123Q10419,412$185,9670.02%
488NUVEEN CALIFORNIA MUNI VLU FNU20,955$181,2610.02%
489PURECYCLE TECHNOLOGIES INCPCTTW21,058$145,7210.01%
490SFL CORPORATION LTDSFL15,025$123,2050.01%
491ALLSPRING MULTI SECTOR INCOMERC12,859$118,5600.01%
492ENOVIX CORPORATIONENVX12,764$93,6880.01%
493ZEVIA PBCZVIA35,866$77,4710.01%
494STANDARD LITHIUM LTDSLI50,000$63,5000.01%
495TRANSOCEAN LTDRIG16,450$52,1470.00%
496BITFARMS LTDBITF63,026$49,6770.00%
497NEW GOLD INC CDA64453510612,000$44,5200.00%
498EVOLV TECHNOLOGIES HLDNGS INEVLVW13,000$40,5600.00%
499DOCGO INCDCGO15,000$39,6000.00%
500IVEDA SOLUTIONS INCIVDAW15,625$35,3130.00%