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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

DIVERSIFY WEALTH MANAGEMENT, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005227

Total Value
$1.62B
Positions
535
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A409576,325$57.8M3.58%
2DIMENSIONAL ETF TRUST25434V1041,195,351$52.7M3.27%
3SPDR SERIES TRUST78464A508910,472$48.9M3.03%
4SPDR S&P 500 ETF TRSPY75,056$48.2M2.99%
5NVIDIA CORPORATIONNVDA239,615$43.9M2.72%
6SPDR INDEX SHS FDS78463X889738,789$30.7M1.90%
7MICROSOFT CORPMSFT49,308$26.1M1.62%
8APPLE INCAAPL105,600$24.3M1.50%
9AMAZON COM INCAMZN107,864$23.9M1.48%
10META PLATFORMS INCMETA28,345$22.4M1.39%
11ISHARES TR46432F339113,242$21.2M1.31%
12SERVICENOW INCNOW24,271$20.7M1.28%
13VANGUARD INDEX FDS92290836334,877$20.6M1.28%
14DIMENSIONAL ETF TRUST25434V203513,154$18.2M1.13%
15SCHWAB STRATEGIC TR808524854698,569$17.4M1.08%
16CAPITAL GRP FIXED INCM ETF T14020Y102751,401$16.9M1.05%
17BNY MELLON ETF TRUST09661T206158,206$16.6M1.03%
18DIMENSIONAL ETF TRUST25434V708398,834$14.9M0.92%
19DIMENSIONAL ETF TRUST25434V872348,620$14.8M0.92%
20VANGUARD INTL EQUITY INDEX F922042858250,151$12.8M0.79%
21BROADCOM INCAVGO39,190$12.3M0.76%
22ORACLE CORPORCL-PD47,736$12.1M0.75%
23SPDR SERIES TRUST78468R606500,765$11.9M0.74%
24WISDOMTREE TRWT263,672$11.9M0.74%
25SCHWAB STRATEGIC TR808524862486,704$11.8M0.73%
26COSTCO WHSL CORP NEW22160K10511,585$11.5M0.71%
27ALPHABET INCGOOG54,552$11.1M0.69%
28VANGUARD INDEX FDS92290875143,109$10.6M0.66%
29INVESCO QQQ TRIVZ17,138$9.9M0.62%
30VANGUARD INDEX FDS92290862934,120$9.8M0.60%
31STAGWELL INCSTGW1,750,000$9.7M0.60%
32AMERICAN CENTY ETF TR02507287797,781$9.3M0.58%
33PACKAGING CORP AMER69515610946,060$9.2M0.57%
34JPMORGAN CHASE & CO.VYLD30,845$9.0M0.56%
35PALO ALTO NETWORKS INCPANW49,635$8.7M0.54%
36DIMENSIONAL ETF TRUST25434V302289,367$8.7M0.54%
37HEALTHEQUITY INCHQY90,523$8.4M0.52%
38ISHARES TR464288620160,202$8.3M0.51%
39SCHWAB STRATEGIC TR808524607309,945$8.2M0.51%
40ISHARES TR46429B267348,917$8.0M0.50%
41FIDELITY MERRIMACK STR TR316188309173,662$8.0M0.49%
42VANGUARD INTL EQUITY INDEX F92204271856,782$7.8M0.49%
43VANGUARD BD INDEX FDS921937835105,833$7.8M0.48%
44PGIM ETF TR69344A107150,859$7.5M0.46%
45VISA INCV21,721$7.3M0.45%
46PEPSICO INCPEP49,318$7.2M0.45%
47SPDR SERIES TRUST78468R853161,383$7.2M0.45%
48J P MORGAN EXCHANGE TRADED F46641Q837141,812$7.2M0.45%
49LAM RESEARCH CORPLRCX66,446$7.0M0.43%
50ISHARES TR46436E71869,484$7.0M0.43%
51SHOPIFY INCSHOP45,968$6.9M0.43%
52WALMART INCWMT66,105$6.8M0.42%
53ISHARES TR464288646129,677$6.8M0.42%
54SALESFORCE INCCRM29,524$6.8M0.42%
55BERKSHIRE HATHAWAY INC DELBRK-A14,521$6.8M0.42%
56ATMOS ENERGY CORPATO40,564$6.7M0.42%
57CISCO SYS INCCSCO93,575$6.7M0.41%
58VERIZON COMMUNICATIONS INCVZ153,566$6.6M0.41%
59MASTERCARD INCORPORATEDMA11,519$6.6M0.41%
60MOELIS & COMC89,189$6.6M0.41%
61ABBVIE INCABBV32,858$6.5M0.40%
62INVESCO EXCH TRADED FD TR IIIVZ306,743$6.4M0.40%
63BONDBLOXX ETF TRUST09789C788124,570$6.3M0.39%
64CHEVRON CORP NEWCVX40,097$6.2M0.38%
65SELECT SECTOR SPDR TR81369Y80323,023$6.2M0.38%
66CME GROUP INCCME22,344$6.2M0.38%
67SCHWAB STRATEGIC TR808524797220,818$6.0M0.37%
68HOME DEPOT INCHD14,970$5.9M0.37%
69ADVANCED MICRO DEVICES INCAMD33,706$5.9M0.37%
70ALPHABET INCGOOG28,827$5.9M0.36%
71BLACKSTONE INCBX32,877$5.7M0.35%
72DBX ETF TR233051200124,152$5.6M0.35%
73DISNEY WALT CO25468710648,709$5.5M0.34%
74PHILIP MORRIS INTL INC71817210932,746$5.5M0.34%
75DIMENSIONAL ETF TRUST25434V823238,937$5.5M0.34%
76BANK AMERICA CORP060505104115,208$5.5M0.34%
77INTUITINTU7,629$5.4M0.34%
78MEDTRONIC PLCMDT57,126$5.3M0.33%
79RTX CORPORATIONRTX33,824$5.3M0.33%
80CROWDSTRIKE HLDGS INCCRWD12,050$5.3M0.33%
81SCHWAB STRATEGIC TR808524300169,398$5.2M0.32%
82NRG ENERGY INCNRG33,175$5.2M0.32%
83SNOWFLAKE INCSNOW26,471$5.1M0.32%
84INNOVATOR ETFS TRUSTINHD145,732$5.1M0.31%
85ESSEX PPTY TR INC29717810519,891$5.1M0.31%
86VERTEX PHARMACEUTICALS INCVRTX12,988$5.0M0.31%
87ZOETIS INCZTS33,536$5.0M0.31%
88ARISTA NETWORKS INCANET35,556$5.0M0.31%
89VANGUARD SCOTTSDALE FDS92206C771107,728$5.0M0.31%
90AIRBNB INCABNB39,728$4.8M0.30%
91MCDONALDS CORPMCD15,964$4.8M0.30%
92SPDR SERIES TRUST78468R66352,087$4.8M0.30%
93AMCOR PLCAMCCF487,062$4.8M0.30%
94AUTOMATIC DATA PROCESSING INADP15,868$4.8M0.29%
95VANGUARD SPECIALIZED FUNDS92190884422,746$4.7M0.29%
96INTUITIVE SURGICAL INCISRG9,913$4.7M0.29%
97COMFORT SYS USA INC1999081046,588$4.7M0.29%
98MOODYS CORPMCO9,115$4.7M0.29%
99EXXON MOBIL CORPXOM43,977$4.7M0.29%
100PAYPAL HLDGS INCPYPL68,616$4.7M0.29%
101VANGUARD WORLD FD92204A7026,578$4.6M0.29%
102CUMMINS INCCMI11,632$4.6M0.29%
103ELI LILLY & COLLY7,223$4.6M0.29%
104UBER TECHNOLOGIES INCUBER50,280$4.6M0.29%
105AIR PRODS & CHEMS INCAIIR15,874$4.6M0.28%
106ACCENTURE PLC IRELANDACN19,180$4.6M0.28%
107INTERNATIONAL BUSINESS MACHSINTR19,252$4.5M0.28%
108QUALCOMM INCQCOM29,291$4.5M0.28%
109JOHNSON & JOHNSONJNJ25,880$4.5M0.28%
110APPLOVIN CORPAPP9,431$4.4M0.27%
111EMERSON ELEC COEMR32,922$4.4M0.27%
112VISTRA CORPVST20,717$4.3M0.27%
113ADOBE INCADBE12,804$4.3M0.27%
114CELSIUS HLDGS INCCELH79,086$4.3M0.27%
115SAP SESAPGF15,533$4.3M0.27%
116SCHWAB STRATEGIC TR808524508147,175$4.2M0.26%
117TESLA INCTSLA12,088$4.1M0.26%
118EDWARDS LIFESCIENCES CORPEW53,510$4.1M0.26%
119PROCTER AND GAMBLE CO74271810926,300$4.1M0.25%
120FIDELITY COVINGTON TRUST316092857150,809$4.1M0.25%
121VANGUARD WHITEHALL FDS92194688560,856$4.0M0.25%
122STRYKER CORPORATIONSYK10,552$4.0M0.25%
123DIMENSIONAL ETF TRUST25434V86482,363$4.0M0.25%
124COCA COLA COKO55,379$3.9M0.24%
125VIKING HOLDINGS LTDVIK65,247$3.9M0.24%
126VANGUARD SCOTTSDALE FDS92206C84767,671$3.8M0.23%
127TEMPUS AI INCTEM56,288$3.7M0.23%
128PROGRESSIVE CORP74331510315,146$3.7M0.23%
129SCHWAB STRATEGIC TR808524805160,045$3.6M0.22%
130ISHARES TR4642876148,015$3.6M0.22%
131AMERICAN EXPRESS COAXP11,783$3.6M0.22%
132AMGEN INCAMGN12,116$3.5M0.21%
133UNION PAC CORPUNP15,757$3.4M0.21%
134LOCKHEED MARTIN CORPLMT7,900$3.4M0.21%
135ISHARES TR46435G474124,852$3.4M0.21%
136ISHARES TR46428830740,603$3.3M0.20%
137VANGUARD INDEX FDS92290861116,132$3.3M0.20%
138RUBRIK INC.RBRK36,269$3.2M0.20%
139GENERAL DYNAMICS CORPGD10,188$3.2M0.20%
140SUNRUN INCRUN278,310$3.2M0.20%
141VEEVA SYS INCVEEV11,399$3.1M0.19%
142PALANTIR TECHNOLOGIES INCPLTR16,518$3.1M0.19%
143MERCK & CO INCMRK38,031$3.1M0.19%
144WASTE MGMT INC DEL94106L10913,071$3.0M0.19%
145UNITEDHEALTH GROUP INCUNH11,572$3.0M0.19%
146CBOE GLOBAL MKTS INC12503M10812,050$3.0M0.19%
147SCHWAB STRATEGIC TR80852475571,097$3.0M0.18%
148EMBRAER S.A.EMBJ50,440$3.0M0.18%
149J P MORGAN EXCHANGE TRADED F46641Q33252,010$2.9M0.18%
150E L F BEAUTY INCELF25,079$2.9M0.18%
151EXTRA SPACE STORAGE INCEXR21,169$2.9M0.18%
152RELX PLCRLXXF56,436$2.7M0.17%
153VANGUARD SCOTTSDALE FDS92206C70645,223$2.7M0.17%
154TRANSDIGM GROUP INCTDG1,902$2.7M0.17%
155TAIWAN SEMICONDUCTOR MFG LTD87403910010,840$2.6M0.16%
156VANGUARD MALVERN FDS92202080551,478$2.6M0.16%
157WISDOMTREE TRWT20,469$2.6M0.16%
158HERBALIFE LTDHLF275,324$2.5M0.16%
159CURTISS WRIGHT CORPCW4,958$2.5M0.15%
160CHIPOTLE MEXICAN GRILL INCCMG57,451$2.5M0.15%
161VANGUARD WHITEHALL FDS92194640617,686$2.4M0.15%
162SILA REALTY TRUST INCSILA93,933$2.4M0.15%
163WELLS FARGO CO NEW94974610129,154$2.3M0.14%
164LOWES COS INC5486611079,411$2.3M0.14%
165SEA LTDSE13,229$2.3M0.14%
166DANAHER CORPORATION23585110211,154$2.3M0.14%
167STERLING INFRASTRUCTURE INCSTRL7,379$2.3M0.14%
168BANCO BILBAO VIZCAYA ARGENTABBVXF122,665$2.3M0.14%
169NETFLIX INCNFLX1,823$2.2M0.14%
170GRUPO FINANCIERO GALICIA S.AGGAL42,705$2.2M0.14%
171STERIS PLCSTE9,070$2.2M0.14%
172MITSUBISHI UFJ FINL GROUP IN606822104146,215$2.2M0.14%
173BLACKSTONE SECD LENDING FDBX71,090$2.1M0.13%
174SCHWAB STRATEGIC TR80852483990,689$2.1M0.13%
175SPDR SERIES TRUST78464A30024,548$2.1M0.13%
176FS KKR CAP CORPFSK115,144$2.0M0.13%
177VIRTU FINL INC92825410148,303$2.0M0.13%
178HARMONY GOLD MINING CO LTDHGMCF130,285$2.0M0.13%
179YPF SOCIEDAD ANONIMAYPF58,919$2.0M0.12%
180CYBERARK SOFTWARE LTDM2682V1084,767$2.0M0.12%
181ENBRIDGE INCENNPF42,077$2.0M0.12%
182ASML HOLDING N VASMLF2,684$2.0M0.12%
183PHILLIPS EDISON & CO INCPECO57,825$2.0M0.12%
184PJT PARTNERS INCPJT10,429$1.9M0.12%
185BARCLAYS PLCBCLYF91,354$1.9M0.12%
186ABBOTT LABSABLZF14,183$1.9M0.12%
187POOL CORPPOOL5,891$1.8M0.11%
188COOPER COS INC21664850125,232$1.8M0.11%
189SONY GROUP CORPSNEJF66,906$1.8M0.11%
190UP FINTECH HLDG LTDTIGR177,706$1.8M0.11%
191UNILEVER PLCUNLYF29,126$1.8M0.11%
192PAMPA ENERGIA S A69766020723,221$1.8M0.11%
193TELEDYNE TECHNOLOGIES INCTDY3,197$1.8M0.11%
194FAIR ISAAC CORPFICO1,332$1.8M0.11%
195BJS WHSL CLUB HLDGS INC05550J10116,172$1.7M0.11%
196VANGUARD INDEX FDS9229087695,313$1.7M0.10%
197DIREXION SHS ETF TR25461A44515,000$1.7M0.10%
198ISHARES TR46428745719,792$1.6M0.10%
199BERKLEY W R CORPWRB-PH23,112$1.6M0.10%
200OLLIES BARGAIN OUTLET HLDGS68111610912,075$1.6M0.10%
201GOLD FIELDS LTDGFIOF50,888$1.6M0.10%
202INNOVATOR ETFS TRUSTINHD33,248$1.6M0.10%
203AMERICAN CENTY ETF TR02507280218,934$1.6M0.10%
204VANGUARD INDEX FDS92290855317,596$1.6M0.10%
205NVENT ELECTRIC PLCNVT17,034$1.6M0.10%
206QIFU TECHNOLOGY INCQFNHF45,831$1.6M0.10%
207ISHARES TR46434V40736,081$1.6M0.10%
208COPART INCCPRT32,668$1.5M0.10%
209VNET GROUP INCVNET194,664$1.5M0.09%
210PTC INCPTC7,326$1.5M0.09%
211GE AEROSPACE3696043015,321$1.5M0.09%
212TRACTOR SUPPLY COTSCO24,862$1.5M0.09%
213ALLEGION PLCALLE8,851$1.5M0.09%
214FUTU HLDGS LTDFUTU8,879$1.5M0.09%
215CRH PLCCRH12,993$1.5M0.09%
216ISHARES TR4642872002,244$1.4M0.09%
217CAPITAL GROUP DIVIDEND VALUE14020W10635,119$1.4M0.09%
218MARKEL GROUP INCMKL745$1.4M0.09%
219VANGUARD INDEX FDS9229087447,981$1.4M0.09%
220AXIL BRANDS INCAXIL167,837$1.4M0.09%
221CION INVT CORP17259U204132,850$1.4M0.09%
222LINDE PLCLIN2,979$1.4M0.09%
223VALMONT INDS INC9202531013,712$1.4M0.09%
224INSULET CORPPODD4,528$1.4M0.09%
225ASCENDIS PHARMA A/SASND7,139$1.4M0.09%
226BROOKFIELD ASSET MANAGMT LTD11300410522,314$1.4M0.09%
227GRANITESHARES ETF TR38747R82715,001$1.4M0.09%
228MEDPACE HLDGS INCMEDP3,011$1.4M0.09%
229MERCADOLIBRE INCMELI586$1.4M0.09%
230ISHARES TR46428750721,544$1.4M0.09%
231BOEING COBA-PA5,882$1.4M0.08%
232RYANAIR HOLDINGS PLCRYAOF20,556$1.3M0.08%
233VANGUARD INDEX FDS9229087362,896$1.3M0.08%
234COMMVAULT SYS INCCVLT6,950$1.3M0.08%
235AMERICAN CENTY ETF TR02507234918,909$1.3M0.08%
236OTIS WORLDWIDE CORPOTIS15,009$1.3M0.08%
237TORTOISE CAPITAL SERIES TRUS89093030837,311$1.3M0.08%
238SUMITOMO MITSUI FINL GROUP I86562M20980,550$1.3M0.08%
239EATON CORP PLCETN3,612$1.3M0.08%
240KT CORPKT64,999$1.3M0.08%
241VANGUARD TAX-MANAGED FDS92194385821,967$1.3M0.08%
242RAMBUS INC DELRMBS16,279$1.2M0.08%
243KOREA ELEC PWR CORP50063110687,481$1.2M0.08%
244ADVISORS INNER CIRCLE FD II00791R81445,956$1.2M0.08%
245ISHARES TR4642875986,206$1.2M0.08%
246ISHARES TR46428824019,548$1.2M0.08%
247HAWKINS INCHWKN6,606$1.2M0.08%
248HALOZYME THERAPEUTICS INCHALO19,028$1.2M0.08%
249FTI CONSULTING INCFCN7,250$1.2M0.07%
250NOVO-NORDISK A SNONOF23,707$1.2M0.07%
251TOTALENERGIES SETTE18,957$1.2M0.07%
252CLOUDFLARE INCNET5,667$1.1M0.07%
253SPDR SERIES TRUST78468R62211,807$1.1M0.07%
254YATSEN HLDG LTDYSG122,284$1.1M0.07%
255BENTLEY SYS INCBSY21,252$1.1M0.07%
256BADGER METER INCBMI5,749$1.1M0.07%
257AEGON LTDAEFC143,517$1.1M0.07%
258STARBUCKS CORPSBUX11,369$1.1M0.07%
259TELEFONAKTIEBOLAGET LM ERICS294821608138,777$1.1M0.07%
260MORNINGSTAR INCMORN4,070$1.1M0.07%
261THERMO FISHER SCIENTIFIC INCTMO2,202$1.1M0.07%
262CHECK POINT SOFTWARE TECH LTM224651045,775$1.0M0.06%
263PRESTIGE CONSMR HEALTHCARE I74112D10115,995$1.0M0.06%
264LINCOLN ELEC HLDGS INC5339001064,287$1.0M0.06%
265AON PLCAON2,846$1.0M0.06%
266CITIGROUP INCC-PR10,744$1.0M0.06%
267J P MORGAN EXCHANGE TRADED F46654Q20318,393$1.0M0.06%
268GOLDMAN SACHS GROUP INCGSCE1,357$1.0M0.06%
269CHURCH & DWIGHT CO INCCHD10,866$1.0M0.06%
270SAIA INCSAIA3,305$995,4990.06%
271AMERICAN HEALTHCARE REIT INCAHR24,499$993,1890.06%
272NEOS ETF TRUST78433H30318,971$980,0640.06%
273SPDR GOLD TRGLD3,170$977,2160.06%
274SCHWAB STRATEGIC TR80852410239,311$974,1380.06%
275MICROSTRATEGY INCSTRK2,468$973,1670.06%
276DUOLINGO INCDUOL2,981$962,7580.06%
277MAPLEBEAR INCCART18,687$952,6580.06%
278TYLER TECHNOLOGIES INCTYL1,686$950,8030.06%
279AMERICAN CENTY ETF TR02507260413,280$945,9340.06%
280SYNOPSYS INCSNPS1,511$945,5840.06%
281INVESCO EXCHANGE TRADED FD TIVZ5,021$928,3830.06%
282MSCI INCMSCI1,685$926,8420.06%
283NOKIA CORPNOKBF223,190$924,0070.06%
284DECKERS OUTDOOR CORPDECK8,904$923,7010.06%
285RANGE RES CORPRRC26,953$921,2640.06%
286APPLIED MATLS INC0382221054,856$915,1360.06%
287CDW CORPCDW5,498$901,9620.06%
288CLEARWATER ANALYTICS HLDGS ICWAN47,143$893,3690.06%
289KINGSOFT CLOUD HLDGS LTDKCLHF66,274$886,7430.05%
290SPDR INDEX SHS FDS78463X50920,021$885,5140.05%
291UFP TECHNOLOGIES INCUFPT4,024$884,4060.05%
292WESTERN ALLIANCE BANCORPWAL-PA10,534$871,1290.05%
293MICRON TECHNOLOGY INCMU6,800$868,6400.05%
294GE VERNOVA INCGEV1,318$866,5260.05%
295COASTAL FINL CORP WA19046P2098,345$859,3880.05%
296CVS HEALTH CORPCVS13,110$858,8540.05%
297SPS COMM INCSPSC7,811$847,3680.05%
298ADVISORS INNER CIRCLE FD II00791R82231,929$845,1630.05%
299HENRY JACK & ASSOC INC4262811015,271$842,2870.05%
300CACTUS INCWHD21,216$838,2430.05%
301CORNING INCGLW12,636$830,8060.05%
302CASEYS GEN STORES INC1475281031,569$815,1600.05%
303MORGAN STANLEYMS-PQ5,528$814,2190.05%
3043M COMMM5,094$804,1470.05%
305RBC BEARINGS INCRBC1,965$795,8050.05%
306PENUMBRA INCPEN3,191$793,0710.05%
307DIAGEO PLCDGEAF6,985$778,4030.05%
308SYSCO CORPSYY9,623$777,0240.05%
309EXLSERVICE HOLDINGS INCEXLS18,119$770,7820.05%
310KINSALE CAP GROUP INC49714P1081,757$768,7520.05%
311ISHARES TR46428868724,242$759,5020.05%
312MP MATERIALS CORPMP10,123$758,7190.05%
313AVERY DENNISON CORPAVY4,326$755,6610.05%
314IDEXX LABS INC45168D1041,146$747,5010.05%
315GUIDEWIRE SOFTWARE INCGWRE3,583$744,7980.05%
316ISHARES TR4642876553,249$736,9940.05%
317AVANTOR INCAVTR57,874$732,6850.05%
318ISHARES TR46429B6977,817$725,6520.05%
319VANGUARD SCOTTSDALE FDS92206C10212,239$717,6780.04%
320PIMCO CORPORATE & INCOME OPPPTY51,410$715,1150.04%
321DOMO INCDOMO48,932$711,2270.04%
322ENTEGRIS INCENTG9,336$709,2850.04%
323FREEPORT-MCMORAN INCFCX16,763$706,5490.04%
324CHOICE HOTELS INTL INC1699051065,719$695,7520.04%
325GILEAD SCIENCES INCGILD5,679$681,5570.04%
326LKQ CORPLKQ22,451$676,2370.04%
327INVESCO EXCH TRADED FD TR IIIVZ27,411$673,2050.04%
328BONDBLOXX ETF TRUST09789C86113,465$666,7870.04%
329COLGATE PALMOLIVE COCL7,774$660,5420.04%
330TERRENO RLTY CORP88146M10112,205$658,9520.04%
331CATERPILLAR INCCAT1,594$657,9680.04%
332DIMENSIONAL ETF TRUST25434V88021,106$641,8250.04%
333AES CORPAES49,624$640,6430.04%
334AMERICAN TOWER CORP NEW03027X1003,098$633,9170.04%
335PIMCO DYNAMIC INCOME FD72201Y10132,935$628,4020.04%
336WORKDAY INCWDAY2,908$624,0570.04%
337VANGUARD INDEX FDS9229086372,095$621,9540.04%
338SIMPLY GOOD FOODS COSMPL21,224$617,4020.04%
339REPLIGEN CORPRGEN5,075$616,1520.04%
340TECHNIPFMC PLCFTI17,409$611,4000.04%
341ISHARES TR46429B65511,891$605,8690.04%
342INVESCO EXCHANGE TRADED FD TIVZ8,268$598,5000.04%
343AMERICAN INTL GROUP INC0268747847,621$598,1300.04%
344BRISTOL-MYERS SQUIBB COCELG-RI12,745$593,2820.04%
345AMERICAN CENTY ETF TR02507256214,211$591,1780.04%
346ISHARES TR4642871765,363$590,7880.04%
347NUVEEN PFD & INCOME OPPORTUNNU73,000$589,1100.04%
348BOSTON SCIENTIFIC CORPBSX5,710$586,0740.04%
349THE CIGNA GROUP1255231002,065$579,2580.04%
350SHERWIN WILLIAMS COSHW1,617$578,8590.04%
351PG&E CORPPCG-PX37,029$572,4620.04%
352WILLIAMS COS INC9694571009,828$567,6660.04%
353GENERAL MLS INC37033410411,518$566,2250.04%
354OCCIDENTAL PETE CORP67459910512,730$562,0300.03%
355INVESCO EXCH TRD SLF IDX FDIVZ23,818$557,3410.03%
356EVERCORE INCEVR1,787$550,1460.03%
357HONEYWELL INTL INC4385161062,530$549,0270.03%
358WATSCO INCWSO-B1,291$545,4650.03%
359ISHARES TR4642875648,892$531,9190.03%
360TIDAL TR II88636J25315,000$525,0000.03%
361AGNICO EAGLE MINES LTDAEM3,877$524,8470.03%
362WORLD GOLD TRGLDW7,885$522,5390.03%
363DUKE ENERGY CORP NEWDUKB4,193$521,9400.03%
364SIMON PPTY GROUP INC NEW8288061093,046$515,4670.03%
365PAYCOM SOFTWARE INCPAYC2,377$511,4820.03%
366COSTAR GROUP INCCSGP5,763$509,7950.03%
367BLUE OWL CAPITAL CORPORATIONOWL35,541$507,5240.03%
368METLIFE INCMET-PF6,584$504,1030.03%
369ISHARES TR4642873094,346$503,4520.03%
370CSX CORPCSX14,047$503,1510.03%
371ADVISORS INNER CIRCLE FD II00791R79818,734$500,3770.03%
372AT&T INCT-PC17,527$499,1560.03%
373IONQ INCIONQ-WT11,601$498,8430.03%
374NORTHROP GRUMMAN CORPNOC849$492,9690.03%
375TENET HEALTHCARE CORPTHC2,890$492,6870.03%
376BECTON DICKINSON & COBDX2,425$472,7770.03%
377VERONA PHARMA PLC9250501064,473$470,5250.03%
378JONES LANG LASALLE INCJLL1,656$470,1050.03%
379COMCAST CORP NEWCCZ14,567$467,5880.03%
380VIRTUS ETF TR II92790A40519,748$467,2290.03%
381ISHARES TR46432F8345,840$464,1630.03%
382MARATHON PETE CORPMARA2,915$463,7430.03%
383COREWEAVE INCCRWV3,105$461,9310.03%
384ISHARES TR4642876302,783$461,7360.03%
385ISHARES TR46432F3961,823$451,8870.03%
386EPAM SYS INCEPAM2,952$451,4490.03%
387VANGUARD SCOTTSDALE FDS92206C8705,435$451,1840.03%
388SOFI TECHNOLOGIES INCSOFI18,805$444,7380.03%
389ISHARES TR46436E33819,500$444,6000.03%
390SOUTHWEST AIRLS CO84474110814,432$443,3360.03%
391ISHARES TR4642876481,471$440,6290.03%
392SCHWAB CHARLES CORPSCHW-PJ4,439$438,0620.03%
393APPFOLIO INCAPPF1,590$433,1800.03%
394SPDR SERIES TRUST78464A8545,694$430,5670.03%
395BARRICK MNG CORP06849F10818,236$428,5570.03%
396T ROWE PRICE ETF INC87283Q1078,985$427,0570.03%
397OWENS CORNING NEWOC2,829$423,0750.03%
398UNITED PARCEL SERVICE INCUPS4,830$422,2500.03%
399DIMENSIONAL ETF TRUST25434V65815,689$418,9050.03%
400INNOVATOR ETFS TRUSTINHD9,276$416,9560.03%
401CONOCOPHILLIPSCOP4,400$416,1890.03%
402VANGUARD WORLD FD92204A2071,859$415,7280.03%
403SPDR SERIES TRUST78464A38318,784$413,9980.03%
404PROCORE TECHNOLOGIES INCPCOR6,575$413,7650.03%
405FIRST TR EXCHANGE-TRADED FD3373451021,920$412,9920.03%
406ISHARES TR4642872423,752$411,5190.03%
407AMERICAN CENTY ETF TR0250721826,484$409,5660.03%
408ISHARES BITCOIN TRUST ETFIBIT6,022$409,2060.03%
409ISHARES TR4642874404,272$407,5060.03%
410J P MORGAN EXCHANGE TRADED F46641Q6708,644$405,8360.03%
411CAPITAL GROUP CORE BALANCED14021D10711,911$405,2190.03%
412FIRSTSERVICE CORP NEWFSV2,005$391,2980.02%
413ISHARES TR46429B7473,785$389,9690.02%
414VERISK ANALYTICS INCVRSK1,494$388,4700.02%
415TEXAS INSTRS INC8825081042,011$388,0760.02%
416NEOS ETF TRUST78433H6757,187$386,9610.02%
417AMPHENOL CORP NEW0320951013,429$383,5370.02%
418SPDR DOW JONES INDL AVERAGE78467X109862$383,0920.02%
419ISHARES TR4642885134,754$382,2220.02%
420VANGUARD WORLD FD92204A8762,045$381,6170.02%
421VANGUARD WORLD FD92204A5041,558$379,3850.02%
422ISHARES TR4642878872,739$378,3110.02%
423FIDELITY WISE ORIGIN BITCOINFBTC3,561$371,8000.02%
424GLOBAL X FDS37954Y37615,944$367,3410.02%
425SSGA ACTIVE ETF TR78467V6088,756$362,6730.02%
426ATRICURE INCATRC9,873$353,8480.02%
427AFLAC INCAFL3,403$352,3430.02%
428STEVANATO GROUP S P ASTVN16,139$352,3220.02%
429OKLO INCOKLO4,455$349,6040.02%
430ISHARES TR4642888775,207$346,1390.02%
431VANGUARD SCOTTSDALE FDS92206C4094,350$345,9340.02%
432SPDR SERIES TRUST78464A3594,030$343,6780.02%
433NEXTERA ENERGY INCNEE-PW4,777$343,2520.02%
434ALTRIA GROUP INCMO5,192$342,7050.02%
435ARES CAPITAL CORPARCC15,122$339,7990.02%
436FIRSTENERGY CORPFE7,648$333,5430.02%
437VANGUARD ADMIRAL FDS INC9219328283,149$333,5110.02%
438SPDR SERIES TRUST78464A8475,961$332,8860.02%
439CONSTELLATION BRANDS INCSTZ1,955$332,3110.02%
440ADVISORS INNER CIRCLE FD II00791R83013,304$330,6070.02%
441ISHARES TR4642878042,853$326,3050.02%
442ISHARES TR46429B5986,213$325,9650.02%
443VANGUARD STAR FDS9219097684,567$324,2570.02%
444NCINO INCNCNO12,232$323,1690.02%
445CAPITAL GROUP GROWTH ETF14020G1017,553$320,2470.02%
446PROFESIONALLY MANAGED PORTFO74316P6459,720$316,3860.02%
447QXO INCQXO-PB15,817$315,7070.02%
448ISHARES TR4642898593,704$315,6320.02%
449HDFC BANK LTDHDB4,195$309,7170.02%
450MONDELEZ INTL INC6092071055,032$308,9240.02%
451ETFIS SER TR I26923G40016,737$308,2960.02%
452L3HARRIS TECHNOLOGIES INCLHX1,139$307,7690.02%
453NUVEEN PFD SECS & INC OPPTYNU14,961$307,0990.02%
454BROOKFIELD CORP11271J1074,678$306,6930.02%
455US BANCORP DELUSB-PS6,686$306,0090.02%
456HOULIHAN LOKEY INCHLI1,582$305,9440.02%
457ISHARES INC46434G1034,895$303,7140.02%
458INNOVATOR ETFS TRUSTINHD8,530$302,5610.02%
459SPDR SERIES TRUST78464A66411,482$301,5230.02%
460WHEATON PRECIOUS METALS CORPWPM3,125$301,2810.02%
461ISHARES TR4642876063,134$294,4710.02%
462BLACKROCK INCBLK252$292,5490.02%
463INVESCO CURRENCYSHARES JAPAN46138W1074,689$292,0480.02%
464ISHARES TR46435G4252,033$285,5150.02%
465ATLANTA BRAVES HLDGS INCBATRB6,334$281,2800.02%
466ISHARES TR46432F8423,279$279,4220.02%
467VANGUARD MUN BD FDS9229077465,691$278,5740.02%
468J P MORGAN EXCHANGE TRADED F46641Q2174,252$278,3780.02%
469RYAN SPECIALTY HOLDINGS INCRYAN4,644$276,5560.02%
470ISHARES TR46429B6632,291$275,7680.02%
471TIMKEN COTKR3,576$275,0510.02%
472PFIZER INCPFE10,991$270,9340.02%
473ILLINOIS TOOL WKS INC4523081091,029$268,0090.02%
474PINNACLE FINL PARTNERS INC72346Q1042,849$263,2360.02%
475SOLVENTUM CORPSOLV3,646$262,8400.02%
476BANCO MACRO SA05961W1053,541$259,2310.02%
477ISHARES TR4642875722,263$258,5850.02%
478PARKER-HANNIFIN CORPPH338$254,4050.02%
479SELECT SECTOR SPDR TR81369Y3083,078$254,3350.02%
480SHELL PLCRYDAF3,484$251,7190.02%
481TJX COS INC NEW8725401091,882$251,0640.02%
482VANGUARD BD INDEX FDS9219378193,232$249,7690.02%
483BLACKROCK ETF TRUST IIBLK7,829$249,5450.02%
484SELECT SECTOR SPDR TR81369Y8862,870$247,6240.02%
485INVESCO EXCHANGE TRADED FD TIVZ5,711$247,3040.02%
486AMERICAN ELEC PWR CO INC0255371012,201$246,4900.02%
487VANGUARD BD INDEX FDS92203C3034,920$245,1140.02%
488ISHARES TR46435G2683,428$241,6270.01%
489HEICO CORP NEWHEI-A973$240,1340.01%
490IRON MTN INC DEL46284V1012,595$239,1290.01%
491CASTLE BIOSCIENCES INCCSTL12,322$238,3070.01%
492OREILLY AUTOMOTIVE INC67103H1072,284$232,7170.01%
493WISDOMTREE TRWT4,608$232,1970.01%
494INNOVATOR ETFS TRUSTINHD6,792$231,9130.01%
495INTEL CORPINTC10,612$231,4470.01%
496NUVEEN FLOATING RATE INCOME67072T10827,201$230,9360.01%
497WILLIAMS SONOMA INCWSM1,106$229,0100.01%
498ISHARES TR4642882733,039$228,3810.01%
499ASTERA LABS INCALAB1,174$225,4080.01%
500UTZ BRANDS INCUTZ17,422$224,0500.01%