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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 Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003243

Total Value
$3.81B
Positions
617
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642874655,756,437$470.5M12.34%
2ISHARES TR4642875075,880,013$343.1M9.00%
3ISHARES TR4642871502,466,040$300.9M7.89%
4SPDR SER TR78464A8475,336,965$273.1M7.17%
5SPDR S&P 500 ETF TRSPY254,705$142.9M3.75%
6VANGUARD INDEX FDS922908769517,570$142.2M3.73%
7SPDR GOLD TRGLD449,137$129.4M3.40%
8SPDR S&P 500 ETF TRSPY202,994$113.9M2.99%
9FIRST TR EXCHANGE-TRADED FD33738D1013,019,391$113.2M2.97%
10EXXON MOBIL CORPXOM912,659$108.5M2.85%
11FIRST TR EXCHANGE-TRADED FD33739Q8043,764,521$98.1M2.57%
12ISHARES GOLD TRIAU1,493,813$88.1M2.31%
13ISHARES TR464287432747,000$68.0M1.78%
14ISHARES TR46429B747570,207$59.0M1.55%
15VANGUARD INDEX FDS92290836393,969$48.3M1.27%
16DIMENSIONAL ETF TRUST25434V8311,153,300$38.2M1.00%
17UBER TECHNOLOGIES INCUBER493,477$36.0M0.94%
18ALPHABET INCGOOG210,846$32.6M0.86%
19APPLE INCAAPL141,944$31.5M0.83%
20APPLE INCAAPL141,456$31.4M0.82%
21MEDTRONIC PLCMDT302,599$27.2M0.71%
22PROLOGIS INC.PLDGP197,849$22.1M0.58%
23ISHARES TR464287507369,233$21.5M0.57%
24ISHARES TR464287606257,549$21.4M0.56%
25DISNEY WALT CO254687106210,741$20.8M0.55%
26CHEVRON CORP NEWCVX123,424$20.6M0.54%
27MICROSOFT CORPMSFT51,142$19.2M0.50%
28ISHARES TR46436E411258,511$15.5M0.41%
29ISHARES TR464287168112,226$15.1M0.40%
30ISHARES TR46435G425122,379$14.9M0.39%
31ISHARES TR464288414139,441$14.7M0.39%
32ISHARES TR46428720024,730$13.9M0.36%
33ISHARES BITCOIN TRUST ETFIBIT281,399$13.2M0.35%
34ISHARES TR46428762242,882$13.2M0.35%
35ISHARES TR46428768941,215$13.1M0.34%
36ISHARES TR46435G516155,653$12.7M0.33%
37ORACLE CORPORCL-PD86,741$12.1M0.32%
38WISDOMTREE TRWT104,470$11.5M0.30%
39ALPHABET INCGOOG70,548$11.0M0.29%
40VERIZON COMMUNICATIONS INCVZ235,321$10.7M0.28%
41MICROSOFT CORPMSFT28,254$10.6M0.28%
42INVESCO EXCHANGE TRADED FD TIVZ61,014$10.6M0.28%
43NUSHARES ETF TRNU245,889$10.6M0.28%
44BERKSHIRE HATHAWAY INC DELBRK-A19,404$10.3M0.27%
45AMAZON COM INCAMZN52,899$10.1M0.26%
46WALMART INCWMT109,383$9.6M0.25%
47ISHARES TR46434V456239,608$9.5M0.25%
48ISHARES TR46428715075,990$9.3M0.24%
49JOHNSON & JOHNSONJNJ54,544$9.0M0.24%
50FIRST TR EXCHANGE-TRADED FD33739Q804329,202$8.6M0.22%
51ISHARES TR46434V282144,893$8.4M0.22%
52INVESCO QQQ TRIVZ17,737$8.3M0.22%
53ADOBE INCADBE21,288$8.2M0.21%
54INVESCO EXCH TRADED FD TR IIIVZ42,200$8.1M0.21%
55ISHARES TR46428761422,492$8.1M0.21%
56SCHWAB STRATEGIC TR808524771331,864$7.8M0.21%
57TESLA INCTSLA30,101$7.8M0.20%
58SELECT SECTOR SPDR TR81369Y50680,150$7.5M0.20%
59BERKSHIRE HATHAWAY INC DELBRK-A9$7.2M0.19%
60ISHARES TR46428825761,299$7.1M0.19%
61CHEVRON CORP NEWCVX42,251$7.1M0.19%
62ABBVIE INCABBV32,438$6.8M0.18%
63WISDOMTREE TRWT132,890$6.7M0.18%
64GOLDMAN SACHS GROUP INCGSCE11,741$6.4M0.17%
65VANGUARD INTL EQUITY INDEX F92204287491,200$6.4M0.17%
66BERKSHIRE HATHAWAY INC DELBRK-A11,878$6.3M0.17%
67ISHARES TR46428730967,403$6.3M0.16%
68HERITAGE COMM CORPHTBK656,575$6.3M0.16%
69AMGEN INCAMGN20,027$6.2M0.16%
70JOHNSON & JOHNSONJNJ37,450$6.2M0.16%
71VANGUARD INTL EQUITY INDEX F922042775102,151$6.2M0.16%
72VALERO ENERGY CORPVLO46,812$6.2M0.16%
73SELECT SECTOR SPDR TR81369Y20941,000$6.0M0.16%
74AMAZON COM INCAMZN31,450$6.0M0.16%
75EXXON MOBIL CORPXOM50,159$6.0M0.16%
76SPDR GOLD TRGLD20,677$6.0M0.16%
77ALTRIA GROUP INCMO98,257$5.9M0.16%
78ALPHABET INCGOOG38,433$5.9M0.16%
79SPDR SER TR78468R81236,586$5.7M0.15%
80CAMECO CORPCCJ135,220$5.6M0.15%
81CONFLUENT INC20717M103236,952$5.6M0.15%
82CME GROUP INCCME20,649$5.5M0.14%
83ARCHER DANIELS MIDLAND COADM114,060$5.5M0.14%
84AMERICAN ELEC PWR CO INC02553710150,075$5.5M0.14%
85CVS HEALTH CORPCVS79,791$5.4M0.14%
86VANGUARD INDEX FDS92290873614,515$5.4M0.14%
87VANGUARD TAX-MANAGED FDS921943858105,718$5.4M0.14%
88MCDONALDS CORPMCD17,003$5.3M0.14%
89AGNICO EAGLE MINES LTDAEM48,950$5.3M0.14%
90COCA COLA COKO72,447$5.2M0.14%
91CME GROUP INCCME19,563$5.2M0.14%
92BOEING COBA-PA30,066$5.1M0.13%
93MOLSON COORS BEVERAGE COTAP-A84,049$5.1M0.13%
94ROYALTY PHARMA PLCRPRX163,836$5.1M0.13%
95NVIDIA CORPORATIONNVDA46,681$5.1M0.13%
96UNITEDHEALTH GROUP INCUNH9,542$5.0M0.13%
97ISHARES TR46432F33929,003$5.0M0.13%
98PHILLIPS 66PSX40,024$4.9M0.13%
99ISHARES TR46428759825,933$4.9M0.13%
100INVESCO QQQ TRIVZ10,301$4.8M0.13%
101VISA INCV13,472$4.7M0.12%
102JPMORGAN CHASE & CO.VYLD18,473$4.5M0.12%
103ISHARES TR46428765522,612$4.5M0.12%
104ISHARES TR46428722644,221$4.4M0.11%
105META PLATFORMS INCMETA7,360$4.2M0.11%
106PROCTER AND GAMBLE CO74271810924,729$4.2M0.11%
107ISHARES TR46434V274131,931$4.1M0.11%
108COMPOSECURE INC20459V105372,210$4.0M0.11%
109ORLA MNG LTD NEW68634K106425,000$4.0M0.10%
110VANGUARD INDEX FDS92290876914,342$3.9M0.10%
111VANGUARD INDEX FDS92290874422,322$3.9M0.10%
112MASTERCARD INCORPORATEDMA6,907$3.8M0.10%
113VANGUARD TAX-MANAGED FDS92194385872,159$3.7M0.10%
114ISHARES TR46434V46418,984$3.6M0.10%
115HOME DEPOT INCHD9,807$3.6M0.09%
116NVIDIA CORPORATIONNVDA32,705$3.5M0.09%
117WISDOMTREE TRWT69,963$3.5M0.09%
118PROCEPT BIOROBOTICS CORPPRCT59,840$3.5M0.09%
119INVESCO EXCHANGE TRADED FD TIVZ19,686$3.4M0.09%
120ISHARES TR46428746540,941$3.3M0.09%
121SCHWAB CHARLES CORPSCHW-PJ42,454$3.3M0.09%
122SNOWFLAKE INCSNOW22,217$3.2M0.09%
123JPMORGAN CHASE & CO.VYLD13,115$3.2M0.08%
124ISHARES GOLD TRIAU54,429$3.2M0.08%
125OREILLY AUTOMOTIVE INC67103H1072,222$3.2M0.08%
126SALESFORCE INCCRM11,656$3.1M0.08%
127VISA INCV8,429$3.0M0.08%
128DIMENSIONAL ETF TRUST25434V20393,400$2.9M0.08%
129BROADCOM INCAVGO17,030$2.9M0.07%
130DIMENSIONAL ETF TRUST25434V302109,800$2.8M0.07%
131ISHARES TR46428780426,642$2.8M0.07%
132ORACLE CORPORCL-PD19,777$2.8M0.07%
133INTERCONTINENTAL EXCHANGE IN45866F10415,922$2.7M0.07%
134THERMO FISHER SCIENTIFIC INCTMO5,405$2.7M0.07%
135ISHARES TR46428851333,976$2.7M0.07%
136VANGUARD INDEX FDS92290862910,351$2.7M0.07%
137VANGUARD INDEX FDS92290855329,537$2.7M0.07%
138KRISPY KREME INCDNUT534,474$2.6M0.07%
139ISHARES TR46434V73843,539$2.6M0.07%
140AUTOMATIC DATA PROCESSING INADP8,518$2.6M0.07%
141HERSHEY COHSY15,010$2.6M0.07%
142PRIVIA HEALTH GROUP INCPRVA112,615$2.5M0.07%
143PEPSICO INCPEP16,604$2.5M0.07%
144ABBVIE INCABBV11,572$2.4M0.06%
145LYONDELLBASELL INDUSTRIES NLYB34,064$2.4M0.06%
146MONDELEZ INTL INC60920710534,987$2.4M0.06%
147NIKE INCNKE37,226$2.4M0.06%
148ISHARES TR46428825720,038$2.3M0.06%
149WALMART INCWMT25,607$2.3M0.06%
150HONEYWELL INTL INC43851610610,537$2.2M0.06%
151VANGUARD SCOTTSDALE FDS92206C70637,530$2.2M0.06%
152ISHARES INC46434G86362,548$2.2M0.06%
153ISHARES TR46428740811,453$2.2M0.06%
154ALPHABET INCGOOG13,814$2.2M0.06%
155FLEXSHARES TRFLEX54,802$2.1M0.06%
156ALTI GLOBAL INCALTI698,735$2.1M0.06%
157PACER FDS TR69374H88138,500$2.1M0.06%
1583M COMMM14,262$2.1M0.05%
159VANGUARD INTL EQUITY INDEX F92204285845,884$2.1M0.05%
160VANGUARD SCOTTSDALE FDS92206C70634,684$2.1M0.05%
161DEERE & CODE4,268$2.0M0.05%
162ISHARES TR46428864638,237$2.0M0.05%
163UNION PAC CORPUNP8,273$2.0M0.05%
164BANK AMERICA CORP06050510445,933$1.9M0.05%
165ENCOMPASS HEALTH CORPEHC18,819$1.9M0.05%
166VANGUARD SCOTTSDALE FDS92206C77140,986$1.9M0.05%
167CATERPILLAR INCCAT5,704$1.9M0.05%
168PROCTER AND GAMBLE CO74271810910,728$1.8M0.05%
169VANGUARD WHITEHALL FDS92194640614,129$1.8M0.05%
170FEDERAL RLTY INVT TR NEW31374510118,303$1.8M0.05%
171COSTCO WHSL CORP NEW22160K1051,889$1.8M0.05%
172UNITEDHEALTH GROUP INCUNH3,400$1.8M0.05%
173STARBUCKS CORPSBUX18,077$1.8M0.05%
174VANGUARD INTL EQUITY INDEX F92204274214,875$1.7M0.05%
175ISHARES TR46428866114,572$1.7M0.05%
176APPLIED MATLS INC03822210511,676$1.7M0.04%
177SCHWAB STRATEGIC TR80852420175,888$1.7M0.04%
178BROOKFIELD CORP11271J10731,800$1.7M0.04%
179ABBOTT LABSABLZF12,503$1.7M0.04%
180DYCOM INDS INC26747510110,854$1.7M0.04%
181FIRST TR EXCHNG TRADED FD VI33740F88866,420$1.6M0.04%
182HOME DEPOT INCHD4,470$1.6M0.04%
183ISHARES TR46432F84221,627$1.6M0.04%
184ISHARES TR46428864630,937$1.6M0.04%
185VANGUARD INDEX FDS9229087516,926$1.5M0.04%
186ISHARES TR46435UAA963,500$1.5M0.04%
187ISHARES TR46435GAA063,400$1.5M0.04%
188ISHARES TR46434VBD160,900$1.5M0.04%
189SPDR S&P MIDCAP 400 ETF TRMDY2,849$1.5M0.04%
190MCDONALDS CORPMCD4,849$1.5M0.04%
191FISERV INCFISV6,814$1.5M0.04%
192VANGUARD WORLD FD92204A7022,775$1.5M0.04%
193LOWES COS INC5486611076,345$1.5M0.04%
194DANAHER CORPORATION2358511027,188$1.5M0.04%
195SEI INVTS CO78411710318,991$1.5M0.04%
196MORGAN STANLEYMS-PQ12,602$1.5M0.04%
197MASTERCARD INCORPORATEDMA2,636$1.4M0.04%
198VERIZON COMMUNICATIONS INCVZ31,154$1.4M0.04%
199BOSTON SCIENTIFIC CORPBSX13,976$1.4M0.04%
200QUALCOMM INCQCOM9,052$1.4M0.04%
201AIRBNB INCABNB11,571$1.4M0.04%
202PHILIP MORRIS INTL INC7181721098,614$1.4M0.04%
203ACCENTURE PLC IRELANDACN4,412$1.4M0.04%
204SELECT SECTOR SPDR TR81369Y50614,424$1.3M0.04%
205SCHLUMBERGER LTDSLB32,153$1.3M0.04%
206ISHARES TR46428987530,183$1.3M0.03%
207INVESCO EXCHANGE TRADED FD TIVZ11,239$1.3M0.03%
208LOWES COS INC5486611075,613$1.3M0.03%
209KKR & CO INCKKRT11,295$1.3M0.03%
210UNION PAC CORPUNP5,520$1.3M0.03%
211FORTIVE CORPFTV17,691$1.3M0.03%
212HONEYWELL INTL INC4385161066,113$1.3M0.03%
213SALESFORCE INCCRM4,810$1.3M0.03%
214SERVICE CORP INTL81756510415,805$1.3M0.03%
215ISHARES INC46434G82218,314$1.3M0.03%
216MERCK & CO INCMRK13,842$1.3M0.03%
217AMERICAN EXPRESS COAXP4,649$1.3M0.03%
218ISHARES TR46428748110,624$1.2M0.03%
219AMERICAN TOWER CORP NEW03027X1005,535$1.2M0.03%
220CONSOLIDATED EDISON INCED10,816$1.2M0.03%
221PENUMBRA INCPEN4,465$1.2M0.03%
222PIMCO ETF TR72201R30421,400$1.2M0.03%
223ISHARES TR46428722611,860$1.2M0.03%
224VANGUARD WORLD FD9219108163,764$1.2M0.03%
225RTX CORPORATIONRTX8,757$1.2M0.03%
226NUVEEN MUN VALUE FD INCNU131,710$1.2M0.03%
227META PLATFORMS INCMETA1,963$1.1M0.03%
228HESS CORPHESM7,055$1.1M0.03%
229ABBOTT LABSABLZF8,433$1.1M0.03%
230WILLIS TOWERS WATSON PLC LTDWTW3,237$1.1M0.03%
231SPDR SER TR78468R79623,956$1.1M0.03%
232SPDR SER TR78464A7638,002$1.1M0.03%
233BLACKROCK INCBLK1,116$1.1M0.03%
234BOOKING HOLDINGS INCBKNG228$1.1M0.03%
235CITIZENS FINL GROUP INCCIA25,103$1.0M0.03%
236CONSOLIDATED EDISON INCED9,274$1.0M0.03%
237S&P GLOBAL INCSPGI2,007$1.0M0.03%
238BROADCOM INCAVGO6,064$1.0M0.03%
239ISHARES TR46435U51540,000$1.0M0.03%
240CATERPILLAR INCCAT3,045$1.0M0.03%
241DARDEN RESTAURANTS INCDRI4,797$996,3870.03%
242CORTEVA INCCTVA15,827$995,9930.03%
243ISHARES TR4642886539,549$990,7090.03%
244SSGA ACTIVE ETF TR78467V60824,052$989,2590.03%
245SPOTIFY TECHNOLOGY S ASPOT1,796$987,8540.03%
246FIRST TR EXCHNG TRADED FD VI33740F27648,671$987,5350.03%
247BROADSTONE NET LEASE INCBNL56,338$976,3380.03%
248RESOLUTE HLDGS MGMT INC76134H10131,017$972,0730.03%
249KEYSIGHT TECHNOLOGIES INCKEYS6,486$971,4080.03%
250DOW INCDOW27,381$956,2480.03%
251ISHARES TR46429B7479,170$948,8200.02%
252ISHARES INC4642863926,072$930,1100.02%
253QUALCOMM INCQCOM6,050$929,3410.02%
254CUMMINS INCCMI2,961$928,0960.02%
255COTERRA ENERGY INCCTRA32,004$925,2350.02%
256ELI LILLY & COLLY1,117$922,5410.02%
257LINDE PLCLIN1,957$908,2470.02%
258ISHARES TR46435U54918,945$899,5090.02%
259AUTOZONE INCAZO235$896,0030.02%
260ALIBABA GROUP HLDG LTDBBAAY6,725$889,2470.02%
261AMERICAN EXPRESS COAXP3,238$870,5670.02%
262CISCO SYS INCCSCO13,937$860,2420.02%
263CONOCOPHILLIPSCOP8,102$851,0250.02%
264MOODYS CORPMCO1,826$850,3490.02%
265SCHWAB CHARLES CORPSCHW-PJ10,858$849,9640.02%
266ISHARES TR46435U85322,891$842,5860.02%
267VANECK ETF TRUST92189F10618,310$841,7110.02%
268QUANTA SVCS INC74762E1023,273$831,9310.02%
269INTEL CORPINTC36,290$824,1400.02%
270UBER TECHNOLOGIES INCUBER11,279$822,2160.02%
271ISHARES TR4642877215,807$815,5350.02%
272ARK ETF TR00214Q20312,186$807,4440.02%
273COINBASE GLOBAL INCCOIN4,645$800,0080.02%
274GENENTA SCIENCE S P AGNTA200,288$795,1430.02%
275ISHARES TR4642875498,765$794,7420.02%
276NU HLDGS LTDNU77,484$793,4360.02%
277OAKTREE SPECIALTY LENDING COOCSL51,641$793,2060.02%
278NETFLIX INCNFLX852$791,7200.02%
279PULTE GROUP INC7458671017,614$783,8930.02%
280SPDR SER TR78464A85411,908$783,0500.02%
281AUTOMATIC DATA PROCESSING INADP2,543$779,7320.02%
282BLACKROCK ETF TRUST IIBLK15,654$775,3420.02%
283NEWMONT CORPNEMCL16,052$774,9910.02%
284STRYKER CORPORATIONSYK2,062$769,1240.02%
285ISHARES TR46432F3394,428$756,7010.02%
286CARLISLE COS INC1423391002,220$755,9100.02%
287CANADIAN PACIFIC KANSAS CITYCP10,749$754,8490.02%
288CHENIERE ENERGY INCLNG3,249$751,8190.02%
289NEUROCRINE BIOSCIENCES INCNBIX6,748$746,3290.02%
290NEXTERA ENERGY INCNEE-PW10,300$729,9140.02%
291MIMEDX GROUP INCMDXG95,462$725,5110.02%
292HOLOGIC INCHOLX11,706$723,0800.02%
293SSGA ACTIVE ETF TR78467V60817,384$715,0030.02%
294BLACKROCK INCBLK755$714,4960.02%
295PEPSICO INCPEP4,761$713,8640.02%
296WISDOMTREE TRWT14,939$709,3030.02%
297ASML HOLDING N VASMLF1,059$701,7250.02%
298VANGUARD WORLD FD9219107337,083$693,7770.02%
299ACCENTURE PLC IRELANDACN2,221$693,0400.02%
300MERCK & CO INCMRK7,456$675,5540.02%
301COMCAST CORP NEWCCZ18,282$674,6060.02%
302LOCKHEED MARTIN CORPLMT1,499$669,2530.02%
303PROLOGIS INC.PLDGP5,971$667,5850.02%
304LAM RESEARCH CORPLRCX9,086$662,6340.02%
305MARTIN MARIETTA MATLS INC5732841061,382$660,7760.02%
306TAKE-TWO INTERACTIVE SOFTWARTTWO3,181$659,2620.02%
307RTX CORPORATIONRTX4,948$655,5560.02%
308PALO ALTO NETWORKS INCPANW3,826$652,8690.02%
309TRUIST FINL CORP89832Q10915,574$640,8700.02%
310PFIZER INCPFE25,112$636,3300.02%
311ISHARES INC46428650915,378$626,6540.02%
312VANGUARD SPECIALIZED FUNDS9219088443,201$621,0430.02%
313ISHARES TR46432F8348,817$615,4880.02%
314ARISTA NETWORKS INCANET7,903$611,7950.02%
315WISDOMTREE TRWT5,500$605,9900.02%
316APTIV PLCAPTV10,140$603,3300.02%
317ABRDN PLATINUM ETF TRUSTPPLT6,600$603,0420.02%
318CANADIAN PACIFIC KANSAS CITYCP8,501$596,8550.02%
319ISHARES TR4642888779,958$586,9250.02%
320ASTERA LABS INCALAB9,724$580,2310.02%
321PARAMOUNT GLOBAL92556H20647,068$565,2870.01%
322TESLA INCTSLA2,162$560,3040.01%
323CHUBB LIMITEDCB1,839$557,0320.01%
324SPDR INDEX SHS FDS78463X53315,440$549,1960.01%
325GLOBE LIFE INCGL-PD4,131$544,0990.01%
326NETFLIX INCNFLX570$531,5420.01%
327MONDELEZ INTL INC6092071057,657$523,2660.01%
328VANGUARD SCOTTSDALE FDS92206C4096,620$522,5830.01%
329VANGUARD SCOTTSDALE FDS92206C4096,620$522,5830.01%
330CROWN CASTLE INCCCI5,002$521,3580.01%
331MAIN STR CAP CORP56035L1049,150$517,5240.01%
332ISHARES TR46428723410,462$515,3050.01%
333CHURCH & DWIGHT CO INCCHD4,675$514,8930.01%
334IQVIA HLDGS INCIQV2,914$513,7380.01%
335DUPONT DE NEMOURS INCDD6,854$511,7420.01%
336GE AEROSPACE3696043012,543$509,9060.01%
337ISHARES TR4642876713,971$504,6350.01%
338J P MORGAN EXCHANGE TRADED F46641Q2098,758$500,4320.01%
339MARKEL GROUP INCMKL266$497,3160.01%
340GLOBAL X FDS37954Y83012,700$496,1890.01%
341MADRIGAL PHARMACEUTICALS INCMDGL1,492$494,1950.01%
342GLOBAL X FDS37950E10118,232$494,1130.01%
343ISHARES TR46436E7184,901$493,3840.01%
344PNC FINL SVCS GROUP INC6934751052,731$479,9410.01%
345FUNDX INVT TR3608768097,272$475,7180.01%
346VANGUARD SCOTTSDALE FDS92206C8705,787$473,1460.01%
347ISHARES TR4642882815,222$473,0610.01%
348ISHARES TR4642882815,222$473,0610.01%
349ALIBABA GROUP HLDG LTDBBAAY3,455$456,8560.01%
350ISHARES TR46434V45611,086$440,0030.01%
351CORTEVA INCCTVA6,849$431,0090.01%
352ISHARES TR4642888107,020$422,5340.01%
353GENERAL DYNAMICS CORPGD1,524$415,6870.01%
354ISHARES TR4642874404,352$415,0500.01%
355ISHARES TR4642885135,250$414,1730.01%
356SPINNAKER ETF SERIES84858T77212,240$410,4070.01%
357FORTINET INCFTNT4,176$401,9790.01%
358ATLASSIAN CORPORATIONTEAM1,892$401,5010.01%
359UNUM GROUPUNMA4,916$400,2970.01%
360VANGUARD CHARLOTTE FDS92203J4078,188$399,7290.01%
361GILEAD SCIENCES INCGILD3,516$393,5260.01%
362AFLAC INCAFL3,529$392,2750.01%
363BLACKSTONE INCBX2,797$390,9930.01%
364SCHWAB STRATEGIC TR80852476314,219$389,4620.01%
365COCA COLA COKO5,358$384,0550.01%
366ISHARES TR4642885703,725$381,4770.01%
367AMERICAN ELEC PWR CO INC0255371013,455$377,5260.01%
368NOVO-NORDISK A SNONOF5,300$374,0880.01%
369PROSHARES TR74347X8316,495$373,4450.01%
370TEXAS INSTRS INC8825081042,051$368,5650.01%
371INVESCO DB COMMDY INDX TRCKIVZ16,278$366,2650.01%
372ISHARES TR46435G2685,843$365,4220.01%
373CAPITAL ONE FINL CORP14040H1052,040$365,2370.01%
374YUM BRANDS INCYUM2,313$364,0740.01%
375NUVEEN MUN VALUE FD INCNU41,325$363,7630.01%
376ZOETIS INCZTS2,209$363,7120.01%
377EDWARDS LIFESCIENCES CORPEW4,893$354,3580.01%
378SHELL PLCRYDAF4,835$354,3170.01%
379INTERNATIONAL BUSINESS MACHSINTR1,422$353,0950.01%
380CUMMINS INCCMI1,123$351,9340.01%
381DIMENSIONAL ETF TRUST25434V7248,530$351,5210.01%
382CITIGROUP INCC-PR4,937$350,4520.01%
383THERMO FISHER SCIENTIFIC INCTMO699$349,6160.01%
384ROBLOX CORPRBLX5,885$343,0370.01%
385VERTIV HOLDINGS COVRT4,750$342,9500.01%
386ALTRIA GROUP INCMO5,608$342,4360.01%
387CHARTER COMMUNICATIONS INC N16119P108922$339,7840.01%
388SPDR DOW JONES INDL AVERAGE78467X109803$337,6130.01%
389ENHABIT INCEHAB37,702$331,4010.01%
390GE AEROSPACE3696043011,652$331,2690.01%
391APPLIED MATLS INC0382221052,277$330,1460.01%
392TARGET CORPTGT3,163$329,9030.01%
393DANAHER CORPORATION2358511021,605$328,8050.01%
394BWX TECHNOLOGIES INCBWXT3,307$326,4010.01%
395VANGUARD STAR FDS9219097685,183$321,8650.01%
396BANK AMERICA CORP0605051047,467$311,5580.01%
397J P MORGAN EXCHANGE TRADED F46641Q3325,428$310,1560.01%
398COMCAST CORP NEWCCZ8,284$305,7020.01%
399LOUISIANA PAC CORPLPX3,316$305,0060.01%
400GENERAL MLS INC3703341045,080$303,7590.01%
401LISTED FD TR53656F70614,800$303,2520.01%
402WILLIAMS COS INC9694571005,057$302,2070.01%
403WELLS FARGO CO NEW9497461014,174$299,4530.01%
404AFFIRM HLDGS INCAFRM6,612$298,7960.01%
405BRINKER INTL INC1096411001,983$295,5660.01%
406AMPLIFY ETF TR0321085996,042$295,0530.01%
407PUBLIC SVC ENTERPRISE GRP IN7445731063,566$293,2330.01%
408EXCHANGE TRADED CONCEPTS TRU3015057075,665$291,7480.01%
409CAMDEN PPTY TR1331311022,323$286,5420.01%
410INVESCO EXCH TRADED FD TR IIIVZ5,462$283,9690.01%
411WORLD GOLD TRGLDW4,518$279,6190.01%
412ISHARES TR4642874732,211$278,4810.01%
413PNC FINL SVCS GROUP INC6934751051,581$277,8190.01%
414BP PLCBPPFF8,200$277,0760.01%
415ISHARES TR4642871762,493$276,9490.01%
416SERVICENOW INCNOW344$273,8730.01%
417ISHARES TR4642874993,216$273,5850.01%
418FIRST CTZNS BANCSHARES INC N31946M103147$273,2450.01%
419PHILLIPS 66PSX2,208$272,5770.01%
420J P MORGAN EXCHANGE TRADED F46641Q3324,768$272,4440.01%
421PARKER-HANNIFIN CORPPH448$272,3170.01%
422SOLVENTUM CORPSOLV3,541$269,2570.01%
423ISHARES TR46432F3882,508$267,4780.01%
424AT&T INCT-PC9,409$266,0030.01%
425EATON CORP PLCETN974$264,2200.01%
426DIMENSIONAL ETF TRUST25434V4014,294$259,7010.01%
427SPDR SER TR78464A4093,224$259,0990.01%
428CARRIER GLOBAL CORPORATIONCARR4,045$256,5100.01%
429ONEOK INC NEWOKE2,579$255,8880.01%
430THE CIGNA GROUP125523100772$253,9880.01%
431CSX CORPCSX8,550$251,6220.01%
432ISHARES TR4642886532,415$250,5560.01%
433SPDR SER TR78464A8703,071$249,0590.01%
434ISHARES TR4642874573,000$248,1900.01%
435REGENERON PHARMACEUTICALSREGN386$244,8120.01%
436UDR INCUDR5,403$244,0540.01%
437FIDELITY WISE ORIGIN BITCOINFBTC3,336$240,0920.01%
438DIAMONDBACK ENERGY INCFANG1,500$239,7260.01%
439J P MORGAN EXCHANGE TRADED F46641Q1913,812$235,6850.01%
440ATRICURE INCATRC7,263$234,3040.01%
441AMPLIFY ETF TR0321088888,035$230,6850.01%
442AMPLIFY ETF TR0321088888,035$230,6850.01%
443CHICAGO ATLANTIC REAL ESTATEREFI15,058$228,4310.01%
444PPG INDS INC6935061072,087$228,1970.01%
445PRUDENTIAL FINL INCPUKPF2,036$227,3800.01%
446ALTI GLOBAL INCALTI74,432$226,2740.01%
447DUKE ENERGY CORP NEWDUKB1,850$225,7610.01%
448DESPEGAR COM CORPG2735810311,793$221,5990.01%
449ISHARES INC4642867075,540$220,4920.01%
450ISHARES INC4642867075,540$220,4920.01%
451ALLSTATE CORPALL-PJ1,053$218,0560.01%
452BRISTOL-MYERS SQUIBB COCELG-RI3,565$217,2760.01%
453SEALED AIR CORP NEWSE7,506$216,9250.01%
454VANGUARD SCOTTSDALE FDS92206C1023,692$216,6840.01%
455COLGATE PALMOLIVE COCL2,312$216,6200.01%
456I3 VERTICALS INCIIIV8,750$215,8630.01%
457CISCO SYS INCCSCO3,497$215,8010.01%
458FEDEX CORPFDX853$208,1410.01%
459NVENT ELECTRIC PLCNVT3,926$205,7990.01%
460VANECK ETF TRUST92189F676971$205,2970.01%
461SPDR INDEX SHS FDS78463X3011,760$203,6320.01%
462VANGUARD INTL EQUITY INDEX F9220428742,895$203,2580.01%
463CVS HEALTH CORPCVS2,859$193,5570.01%
464SNAP INCSNAP21,500$187,2650.00%
465DISNEY WALT CO2546871061,832$180,8190.00%
466BOOKING HOLDINGS INCBKNG39$179,7160.00%
467LOCKHEED MARTIN CORPLMT401$179,1300.00%
468ISHARES INC4642868064,792$177,6870.00%
469ISHARES INC4642868064,792$177,6870.00%
470ISHARES ETHEREUM TR46438R10512,800$176,8960.00%
471ALTICE USA INCOPTU66,500$176,8900.00%
472SCHLUMBERGER LTDSLB4,171$175,2410.00%
473MICRON TECHNOLOGY INCMU2,010$174,8800.00%
474ELI LILLY & COLLY210$172,6130.00%
475INVESTMENT MANAGERS SER TR I46141T11711,564$167,5630.00%
476STITCH FIX INCSFIX51,506$167,3950.00%
477GOLDMAN SACHS GROUP INCGSCE304$166,0730.00%
478COSTCO WHSL CORP NEW22160K105174$164,5660.00%
479ISHARES BITCOIN TRUST ETFIBIT3,478$162,8050.00%
480TALOS ENERGY INCTALO16,425$159,6510.00%
481CHARTER COMMUNICATIONS INC N16119P108432$159,1590.00%
482ISHARES INC4642867492,932$151,8480.00%
483ISHARES INC4642867492,932$151,8480.00%
484AMGEN INCAMGN486$151,4130.00%
485BOSTON SCIENTIFIC CORPBSX1,451$146,4760.00%
486INTEL CORPINTC6,372$144,7070.00%
487HARTFORD INSURANCE GROUP INCHIG-PG1,148$142,7610.00%
488TAIWAN SEMICONDUCTOR MFG LTD874039100833$138,8430.00%
489DEERE & CODE280$131,7820.00%
490BOEING COBA-PA758$128,9430.00%
491COINBASE GLOBAL INCCOIN740$127,4500.00%
492NU HLDGS LTDNU11,858$121,4260.00%
493ISHARES TR464287655600$119,6940.00%
494SERVICENOW INCNOW146$116,2360.00%
495XYLEM INCXYL935$111,6960.00%
496PFIZER INCPFE4,400$111,4960.00%
497EATON VANCE SR INCOME TRETN18,549$108,3260.00%
498NEXTERA ENERGY INCNEE-PW1,511$107,1140.00%
499SPDR SER TR78468R6221,110$105,7830.00%
500SPDR SER TR78468R6221,110$105,7830.00%