Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FIRST FOUNDATION ADVISORS

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001086763-23-000011

Total Value
$2.17B
Positions
673
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,189,305$342.9M15.85%
2ALPHABET INCGOOG744,962$77.5M3.58%
3UNITED PARCEL SERVICE INCUPS359,737$69.8M3.23%
4APPLE INCAAPL358,625$59.1M2.73%
5BERKSHIRE HATHAWAY INC DELBRK-A162,674$50.2M2.32%
6AMAZON COM INCAMZN458,445$47.4M2.19%
7ISHARES TR464287200106,008$43.6M2.01%
8META PLATFORMS INCMETA191,438$40.6M1.88%
9ISHARES TR46432F842538,937$36.0M1.67%
10VANECK ETF TRUST92189F643411,762$30.4M1.41%
11PHILIP MORRIS INTL INC718172109295,380$28.7M1.33%
12CANADIAN PAC RY LTD13645T100367,381$28.3M1.31%
13DANAHER CORPORATION235851102105,486$26.6M1.23%
14GOLDMAN SACHS ETF TRNVGLF316,162$25.7M1.19%
15UNITEDHEALTH GROUP INCUNH53,230$25.2M1.16%
16MASTERCARD INCORPORATEDMA68,736$25.0M1.15%
17DISNEY WALT CO254687106232,574$23.3M1.08%
18JPMORGAN CHASE & COVYLD172,040$22.4M1.04%
19LOWES COS INC548661107106,244$21.2M0.98%
20CHEVRON CORP NEWCVX125,975$20.6M0.95%
21QUALCOMM INCQCOM159,007$20.3M0.94%
22ISHARES TR464287499280,273$19.6M0.91%
23SCHWAB CHARLES CORPSCHW-PJ372,646$19.5M0.90%
24SUNCOR ENERGY INC NEWSU627,490$19.5M0.90%
25ISHARES INC46434G103381,243$18.6M0.86%
26ADVANCED MICRO DEVICES INCAMD187,936$18.4M0.85%
27ISHARES TR46428765598,682$17.6M0.81%
28BROOKFIELD CORP11271J107520,553$17.0M0.78%
29RENTOKIL INITIAL PLCRKLIF455,845$16.6M0.77%
30GOLDMAN SACHS ETF TRNVGLF538,648$16.6M0.77%
31TEXAS INSTRS INC88250810485,884$16.0M0.74%
32EDWARDS LIFESCIENCES CORPEW192,625$15.9M0.74%
33LABORATORY CORP AMER HLDGS50540R40966,545$15.3M0.71%
34AMERISOURCEBERGEN CORPCOR94,328$15.1M0.70%
35CISCO SYS INCCSCO283,633$14.8M0.69%
36UBER TECHNOLOGIES INCUBER466,411$14.8M0.68%
37CME GROUP INCCME75,669$14.5M0.67%
38ISHARES TR464287150154,580$14.0M0.65%
39J P MORGAN EXCHANGE TRADED F46641Q332255,124$13.9M0.64%
40AMPHENOL CORP NEW032095101168,969$13.8M0.64%
41DIAGEO PLCDGEAF74,394$13.5M0.62%
42ISHARES GOLD TRIAU354,609$13.3M0.61%
43BLACKSTONE INCBX150,332$13.2M0.61%
44MGM RESORTS INTERNATIONALMGM296,471$13.2M0.61%
45J P MORGAN EXCHANGE TRADED F46641Q654257,962$13.1M0.61%
46REXFORD INDL RLTY INC76169C100218,623$13.0M0.60%
47APPLIED MATLS INC038222105100,264$12.3M0.57%
48INVESCO EXCHANGE TRADED FD TIVZ73,695$12.1M0.56%
49LIBERTY MEDIA CORP DELFWONB176,054$11.9M0.55%
50PARKER-HANNIFIN CORPPH34,492$11.6M0.54%
51LINDE PLCLIN31,404$11.2M0.52%
52ISHARES TR46428720026,400$10.9M0.50%
53DOMINOS PIZZA INCDPZ31,037$10.2M0.47%
54GOLDMAN SACHS ETF TRNVGLF168,389$9.3M0.43%
55MICROSOFT CORPMSFT32,043$9.2M0.43%
56SPDR S&P 500 ETF TRSPY20,915$8.6M0.40%
57AON PLCAON25,954$8.2M0.38%
58ISHARES TR46428722679,270$7.9M0.37%
59REALTY INCOME CORPO124,092$7.9M0.36%
60ALPHABET INCGOOG74,455$7.7M0.36%
61CARMAX INCKMX119,525$7.7M0.36%
62COSTCO WHSL CORP NEW22160K10515,304$7.6M0.35%
63VANGUARD INDEX FDS92290836320,135$7.6M0.35%
64NVIDIA CORPORATIONNVDA26,868$7.5M0.35%
65ISHARES TR464288356128,139$7.4M0.34%
66BERKSHIRE HATHAWAY INC DELBRK-A23,714$7.3M0.34%
67SSGA ACTIVE ETF TR78467V400183,843$7.2M0.33%
68GOLDMAN SACHS ETF TRNVGLF240,977$7.2M0.33%
69VISA INCV28,807$6.5M0.30%
70PHILLIPS EDISON & CO INCPECO185,962$6.1M0.28%
71READY CAPITAL CORPRC-PE593,126$6.0M0.28%
72J P MORGAN EXCHANGE TRADED F46641Q837113,135$5.7M0.26%
73ISHARES TR46428761423,145$5.7M0.26%
74ISHARES TR46428745768,617$5.6M0.26%
75APPLE INCAAPL33,370$5.5M0.25%
76MADISON SQUARE GRDN ENTERTNMSPHR92,711$5.5M0.25%
77GOLDMAN SACHS ETF TRNVGLF64,615$5.2M0.24%
78ALEXANDRIA REAL ESTATE EQ IN01527110941,479$5.2M0.24%
79JOHNSON & JOHNSONJNJ33,425$5.2M0.24%
80TEXAS PACIFIC LAND CORPORATITPL3,030$5.2M0.24%
81WISDOMTREE TRWT113,883$5.0M0.23%
82PHILIP MORRIS INTL INC71817210949,630$4.8M0.22%
83SUNCOR ENERGY INC NEWSU152,354$4.7M0.22%
84ALPHABET INCGOOG44,923$4.7M0.22%
85BERKSHIRE HATHAWAY INC DELBRK-A10$4.7M0.22%
86J P MORGAN EXCHANGE TRADED F46641Q83791,193$4.6M0.21%
87BURFORD CAP LTDBUR387,668$4.3M0.20%
88ADOBE SYSTEMS INCORPORATEDADBE10,630$4.1M0.19%
89GILEAD SCIENCES INCGILD49,090$4.1M0.19%
90VANECK ETF TRUST92189F64355,126$4.1M0.19%
91HOME DEPOT INCHD13,787$4.1M0.19%
92RAYTHEON TECHNOLOGIES CORPRTX41,314$4.0M0.19%
93TJX COS INC NEW87254010949,884$3.9M0.18%
94AMAZON COM INCAMZN37,177$3.8M0.18%
95PFIZER INCPFE90,256$3.7M0.17%
96ISHARES TR46428746550,033$3.6M0.17%
97MCDONALDS CORPMCD12,438$3.5M0.16%
98BROADCOM INCAVGO5,341$3.4M0.16%
99GOLDMAN SACHS ETF TRNVGLF107,912$3.3M0.15%
100MASTERCARD INCORPORATEDMA9,101$3.3M0.15%
101WELLS FARGO CO NEW9497468042,663$3.1M0.14%
102ISHARES TR46428986762,498$3.1M0.14%
103UNITEDHEALTH GROUP INCUNH6,583$3.1M0.14%
104CHEVRON CORP NEWCVX18,920$3.1M0.14%
105VANGUARD INDEX FDS92290855337,074$3.1M0.14%
106CINTAS CORPCTAS6,575$3.0M0.14%
107RENTOKIL INITIAL PLCRKLIF83,262$3.0M0.14%
108KEYSIGHT TECHNOLOGIES INCKEYS18,763$3.0M0.14%
109ANALOG DEVICES INCADI15,257$3.0M0.14%
110REXFORD INDL RLTY INC76169C10050,173$3.0M0.14%
111STARBUCKS CORPSBUX28,585$3.0M0.14%
112INTUITINTU6,636$3.0M0.14%
113BLACKROCK INCBLK4,410$3.0M0.14%
114EXXON MOBIL CORPXOM26,675$2.9M0.14%
115ETF SER SOLUTIONS26922A62877,000$2.9M0.13%
116ACCENTURE PLC IRELANDACN9,989$2.9M0.13%
117INVESCO QQQ TRIVZ8,892$2.9M0.13%
118ISHARES TR46428744028,761$2.9M0.13%
119PROCTER AND GAMBLE CO74271810918,969$2.8M0.13%
120ISHARES TR46434V40766,718$2.8M0.13%
121MEDTRONIC PLCMDT34,348$2.8M0.13%
122REGENERON PHARMACEUTICALSREGN3,367$2.8M0.13%
123LULULEMON ATHLETICA INCLULU7,517$2.7M0.13%
124LIBERTY MEDIA CORP DELFWONB40,301$2.7M0.13%
125ISHARES TR46428723468,172$2.7M0.12%
126S&P GLOBAL INCSPGI7,725$2.7M0.12%
127TANDY LEATHER FACTORY INCTLF560,237$2.6M0.12%
128IDEXX LABS INC45168D1045,252$2.6M0.12%
129PHILIP MORRIS INTL INC71817210926,555$2.6M0.12%
130INVESCO ACTIVELY MANAGED ETFIVZ103,249$2.6M0.12%
131LAUDER ESTEE COS INC51843910410,286$2.5M0.12%
132FORTINET INCFTNT37,455$2.5M0.12%
133VANGUARD INDEX FDS92290862911,792$2.5M0.11%
134TESLA INCTSLA11,846$2.5M0.11%
135CANADIAN PAC RY LTD13645T10031,739$2.4M0.11%
136PIMCO DYNAMIC INCOME FD72201Y101133,276$2.4M0.11%
137INVESCO EXCHANGE TRADED FD TIVZ14,425$2.4M0.11%
138CANADIAN PAC RY LTD13645T10030,400$2.3M0.11%
139COLUMBIA ETF TR I19761L508130,206$2.3M0.11%
140DUPONT DE NEMOURS INCDD32,191$2.3M0.11%
141SERVICENOW INCNOW4,922$2.3M0.11%
142SPDR S&P 500 ETF TRSPY5,416$2.2M0.10%
143LOWES COS INC54866110710,984$2.2M0.10%
144PFIZER INCPFE53,728$2.2M0.10%
145ISHARES TR46432F84232,455$2.2M0.10%
146J P MORGAN EXCHANGE TRADED F46641Q65442,576$2.2M0.10%
147VANGUARD INDEX FDS92290876910,588$2.2M0.10%
148BRITISH AMERN TOB PLC11044810760,860$2.1M0.10%
149DANAHER CORPORATION2358511028,376$2.1M0.10%
150BLOOM ENERGY CORPBE105,809$2.1M0.10%
151INTUITIVE SURGICAL INCISRG8,225$2.1M0.10%
152AMERISOURCEBERGEN CORPCOR13,116$2.1M0.10%
153MERCK & CO INCMRK19,245$2.0M0.09%
154GOLDMAN SACHS ETF TRNVGLF66,222$2.0M0.09%
155BROOKFIELD CORP11271J10760,248$2.0M0.09%
156EQUITY COMWLTH29462810294,700$2.0M0.09%
157ABBVIE INCABBV11,828$1.9M0.09%
158JPMORGAN CHASE & COVYLD14,167$1.8M0.09%
159DISNEY WALT CO25468710618,149$1.8M0.08%
160J P MORGAN EXCHANGE TRADED F46641Q33233,245$1.8M0.08%
161SCHWAB CHARLES CORPSCHW-PJ34,489$1.8M0.08%
162FLEXSHARES TRFLEX32,666$1.8M0.08%
163ISHARES INC46434G10336,462$1.8M0.08%
164SONY GROUP CORPORATIONSNEJF19,620$1.8M0.08%
165RENTOKIL INITIAL PLCRKLIF48,092$1.8M0.08%
166TEXAS INSTRS INC8825081049,338$1.7M0.08%
167SUNCOR ENERGY INC NEWSU55,443$1.7M0.08%
168PIMCO ENERGY & TACTICAL CR OPDX117,828$1.7M0.08%
169DOW INCDOW30,788$1.7M0.08%
170ISHARES TR46428835628,788$1.7M0.08%
171LOCKHEED MARTIN CORPLMT3,454$1.6M0.08%
172PEPSICO INCPEP8,694$1.6M0.07%
173DIAGEO PLCDGEAF8,728$1.6M0.07%
174LABORATORY CORP AMER HLDGS50540R4096,857$1.6M0.07%
175GOLDMAN SACHS ETF TRNVGLF28,246$1.6M0.07%
176BERKSHIRE HATHAWAY INC DELBRK-A5,055$1.6M0.07%
177ALTRIA GROUP INCMO34,915$1.6M0.07%
178COCA COLA COKO25,074$1.6M0.07%
179WALMART INCWMT10,516$1.6M0.07%
180UNITED PARCEL SERVICE INCUPS7,991$1.6M0.07%
181LABORATORY CORP AMER HLDGS50540R4096,700$1.5M0.07%
182EDWARDS LIFESCIENCES CORPEW18,491$1.5M0.07%
183WEBSTER FINL CORP94789010938,181$1.5M0.07%
184CANADIAN NATL RY CO13637510212,455$1.5M0.07%
185BALL CORPBALL26,400$1.5M0.07%
186MGM RESORTS INTERNATIONALMGM32,352$1.4M0.07%
187GUGGENHEIM STRATEGIC OPPORTUGOF88,750$1.4M0.07%
188HONEYWELL INTL INC4385161067,317$1.4M0.06%
189VANGUARD ADMIRAL FDS INC92193282815,690$1.4M0.06%
190ISHARES TR46428715015,322$1.4M0.06%
191LAM RESEARCH CORPLRCX2,616$1.4M0.06%
192LINDE PLCLIN3,879$1.4M0.06%
193APPLIED MATLS INC03822210511,197$1.4M0.06%
194BROADCOM INCAVGO2,131$1.4M0.06%
195JOHNSON & JOHNSONJNJ8,671$1.3M0.06%
196BROWN FORMAN CORPBF-B20,613$1.3M0.06%
197SCHWAB CHARLES CORPSCHW-PJ25,200$1.3M0.06%
198ISHARES TR46436E71812,986$1.3M0.06%
199CISCO SYS INCCSCO24,394$1.3M0.06%
200BROOKFIELD CORP11271J10738,791$1.3M0.06%
201PARKER-HANNIFIN CORPPH3,743$1.3M0.06%
202UBER TECHNOLOGIES INCUBER39,542$1.3M0.06%
203TANDY LEATHER FACTORY INCTLF266,475$1.3M0.06%
204AMGEN INCAMGN5,135$1.2M0.06%
205AMPHENOL CORP NEW03209510115,128$1.2M0.06%
206MCDONALDS CORPMCD4,420$1.2M0.06%
207INVESCO EXCHANGE TRADED FD TIVZ8,521$1.2M0.06%
208TARGET CORPTGT7,419$1.2M0.06%
209BOEING COBA-PA5,752$1.2M0.06%
210ALPHABET INCGOOG11,620$1.2M0.06%
211ISHARES TR46428749917,143$1.2M0.06%
212MGM RESORTS INTERNATIONALMGM26,921$1.2M0.06%
213ELEVANCE HEALTH INCELV2,587$1.2M0.06%
214ISHARES TR4642876556,650$1.2M0.05%
215ISHARES TR46434V28228,615$1.2M0.05%
216LIBERTY MEDIA CORP DELFWONB17,557$1.2M0.05%
217CREATIVE MEDIA & CMNTY TR125525584289,272$1.2M0.05%
218NIKE INCNKE9,536$1.2M0.05%
219NETFLIX INCNFLX3,353$1.2M0.05%
220ABBOTT LABSABLZF11,362$1.2M0.05%
221NUVEEN CALIFORNIA MUNI VLU FNU130,090$1.1M0.05%
222CVS HEALTH CORPCVS15,166$1.1M0.05%
223NEXPOINT RESIDENTIAL TR INCNXRT25,054$1.1M0.05%
224CME GROUP INCCME5,673$1.1M0.05%
225DOMINOS PIZZA INCDPZ3,275$1.1M0.05%
226BLACKSTONE INCBX12,194$1.1M0.05%
227COMCAST CORP NEWCCZ27,384$1.0M0.05%
228AON PLCAON3,285$1.0M0.05%
229ALPHABET INCGOOG9,965$1.0M0.05%
230ALLIANCEBERNSTEIN HLDG L P01881G10628,242$1.0M0.05%
231SPDR GOLD TRGLD5,564$1.0M0.05%
232TYSON FOODS INCTSN17,100$1.0M0.05%
233ISHARES TR4642875986,650$1.0M0.05%
234SCHWAB STRATEGIC TR80852479713,757$1.0M0.05%
235XCEL ENERGY INCXELLL14,823$999,6630.05%
236ISHARES TR46428827316,535$984,0000.05%
237LILLY ELI & COLLY2,834$973,2910.04%
238PEPSICO INCPEP5,161$940,8500.04%
239NVIDIA CORPORATIONNVDA3,377$938,0290.04%
240ISHARES GOLD TRIAU24,969$933,0920.04%
241ISHARES TR4642878049,564$924,8540.04%
242SCHWAB STRATEGIC TR80852420118,954$916,7820.04%
243VISA INCV3,957$892,1450.04%
244ROCKWELL AUTOMATION INCROK3,004$881,5240.04%
245INTEL CORPINTC26,788$875,1530.04%
246DEERE & CODE1,974$814,8660.04%
247ISHARES TR4642875073,200$800,4120.04%
248ISHARES TR4642888858,414$788,1920.04%
249CATERPILLAR INCCAT3,427$784,1940.04%
250THERMO FISHER SCIENTIFIC INCTMO1,360$783,8630.04%
251LISTED FD TR53656F62325,156$775,8110.04%
252ORACLE CORPORCL-PD8,264$767,8980.04%
253BANK AMERICA CORP060505682651$760,2120.04%
254AMERICAN EXPRESS COAXP4,603$759,2650.04%
255CARMAX INCKMX11,801$758,5680.04%
256GLOBAL X FDS37954Y47518,582$752,5710.03%
257ISHARES TR46428746510,473$749,0290.03%
258EXXON MOBIL CORPXOM6,789$744,4820.03%
259BANK AMERICA CORP060505682635$741,5280.03%
260NORTHROP GRUMMAN CORPNOC1,604$740,6180.03%
261ISHARES TR46434V62114,749$737,3030.03%
262FIRST TR EXCHANGE-TRADED FD33733E80732,604$734,2420.03%
263ISHARES TR4642874578,929$733,6070.03%
264HCA HEALTHCARE INCHCA2,775$731,7120.03%
265ISHARES TR4642875072,903$726,1910.03%
266IQVIA HLDGS INCIQV3,643$724,5560.03%
267YUM BRANDS INCYUM5,453$720,2790.03%
268SALESFORCE INCCRM3,597$718,6090.03%
269VERIZON COMMUNICATIONS INCVZ18,201$707,8410.03%
270ALPS ETF TR00162Q45218,185$702,8630.03%
271FLEXSHARES TRFLEX16,075$679,8120.03%
272BANK AMERICA CORP06050510423,571$674,1280.03%
273NEXTERA ENERGY INCNEE-PW8,687$669,5940.03%
274TRICO BANCSHARESTCBK16,000$665,4400.03%
275STRYKER CORPORATIONSYK2,324$663,4320.03%
276ROCKWELL AUTOMATION INCROK2,249$659,9690.03%
277MORGAN STANLEYMS-PQ7,462$655,1930.03%
278VANGUARD INTL EQUITY INDEX F9220427427,104$654,1830.03%
279UNION PAC CORPUNP3,244$652,8870.03%
280AUTOMATIC DATA PROCESSING INADP2,888$642,9550.03%
281INTERNATIONAL BUSINESS MACHSINTR4,899$642,2100.03%
282PNC FINL SVCS GROUP INC6934751054,988$633,9750.03%
283SELECT SECTOR SPDR TR81369Y60519,695$633,1940.03%
284PIMCO DYNAMIC INCOME OPRNTS69355M10749,628$615,3870.03%
285SYNOPSYS INCSNPS1,587$612,9790.03%
286SHERWIN WILLIAMS COSHW2,724$612,3740.03%
287SEMPRASREA4,044$611,2910.03%
288NUVEEN CA QUALTY MUN INCOMENU53,468$588,6830.03%
289NEXTERA ENERGY INCNEE-PW7,619$587,3030.03%
290AT&T INCT-PC30,264$582,5770.03%
291LENNAR CORPLEN-B6,423$573,5990.03%
292VANGUARD INTL EQUITY INDEX F92204285814,183$572,9920.03%
293EATON CORP PLCETN3,319$568,6770.03%
294RIVERNORTH DOUBLELINE STRATEOPP-PC65,948$564,5150.03%
295ZOETIS INCZTS3,388$563,8990.03%
296MONDELEZ INTL INC6092071058,033$560,0610.03%
297BRISTOL-MYERS SQUIBB COCELG-RI7,995$554,1130.03%
298MONDELEZ INTL INC6092071057,910$551,4850.03%
299AMERICA MOVIL SAB DE CVAMXOF26,191$551,3210.03%
300SSGA ACTIVE ETF TR78467V40013,914$543,8450.03%
301ISHARES TR4642888026,180$542,4190.03%
302VANECK ETF TRUST92189F38724,324$542,1820.03%
303PROCTER AND GAMBLE CO7427181093,606$536,1760.02%
304ISHARES TR4642884144,773$514,2430.02%
305BROOKFIELD INFRAST PARTNERSG1625210115,202$513,3720.02%
306PUBLIC STORAGEPSA-PS1,699$513,3360.02%
307SSGA ACTIVE ETF TR78467V84812,431$510,0440.02%
308WASTE MGMT INC DEL94106L1093,102$506,1500.02%
309ENBRIDGE INCENNPF13,255$505,6780.02%
310PACCAR INCPCAR6,906$505,5190.02%
311PAYPAL HLDGS INCPYPL6,607$501,7360.02%
312HOME DEPOT INCHD1,677$494,8670.02%
313AMERICAN TOWER CORP NEW03027X1002,407$491,8460.02%
314SELECT SECTOR SPDR TR81369Y4073,288$491,6880.02%
315COCA COLA COKO7,853$487,1220.02%
316COSTCO WHSL CORP NEW22160K105966$479,9760.02%
317ISHARES TR46435U5499,857$473,7270.02%
318GENERAL MLS INC3703341045,517$471,4830.02%
319GOLDMAN SACHS GROUP INCGSCE1,417$463,5150.02%
320HCA HEALTHCARE INCHCA1,754$462,4950.02%
321GRAINGER W W INC384802104659$453,9260.02%
322VANGUARD INDEX FDS9229087361,811$451,7360.02%
323SELECT SECTOR SPDR TR81369Y8032,988$451,2180.02%
324NUSHARES ETF TRNU12,704$449,8490.02%
325FIRSTENERGY CORPFE11,141$446,3120.02%
326BOOKING HOLDINGS INCBKNG168$445,6050.02%
327ISHARES TR46434V28210,681$442,6210.02%
328EMERSON ELEC COEMR5,074$442,1380.02%
329WELLS FARGO CO NEW94974610111,740$438,8310.02%
330MICROCHIP TECHNOLOGY INC.MCHPP5,206$436,1590.02%
331BARCLAYS BANK PLCVXZ13,761$434,7100.02%
332VANGUARD TAX-MANAGED FDS9219438589,501$429,1560.02%
333NEXPOINT DIVERSIFIED REL ET65340G20541,167$427,3160.02%
334PROLOGIS INC.PLDGP3,346$417,4800.02%
335ISHARES TR46429B26717,746$414,9010.02%
336PHILLIPS 66PSX4,066$412,2500.02%
337BANK NEW YORK MELLON CORP0640581009,068$412,0500.02%
338ISHARES TR4642872264,129$411,4140.02%
339ISHARES TR4642874082,705$410,5110.02%
340SCHWAB STRATEGIC TR80852470616,685$409,1160.02%
341DIMENSIONAL ETF TRUST25434V70816,026$408,3420.02%
342META PLATFORMS INCMETA1,897$402,0500.02%
343ALPHABET INCGOOG3,860$401,4400.02%
344AIR PRODS & CHEMS INCAIIR1,377$395,4880.02%
345GENERAL ELECTRIC CO3696043014,101$392,0560.02%
346ENTERPRISE FINL SVCS CORP2937121058,730$389,2710.02%
347UNION PAC CORPUNP1,927$387,8280.02%
348NIKE INCNKE3,094$379,4480.02%
349NOVO-NORDISK A SNONOF2,384$379,3900.02%
350BOEING COBA-PA1,777$377,4880.02%
351TORTOISE ENERGY INFRA CORPTYG12,621$371,0570.02%
352CORTEVA INCCTVA6,139$370,2430.02%
353ISHARES TR4642876481,625$368,6170.02%
354RETAIL OPPORTUNITY INVTS COR76131N10126,262$366,6180.02%
355SELECT SECTOR SPDR TR81369Y8609,620$359,5960.02%
356MCKESSON CORPMCK1,008$358,9010.02%
357ENTERPRISE PRODS PARTNERS L29379210713,853$358,7930.02%
358TAIWAN SEMICONDUCTOR MFG LTD8740391003,834$356,6390.02%
359VANGUARD WHITEHALL FDS9219464063,340$352,4120.02%
360KIMBERLY-CLARK CORPKMB2,614$350,7970.02%
361ISHARES TR46435G5164,867$349,6450.02%
362NOVARTIS AGNVSEF3,785$348,2200.02%
363ISHARES TR4642873095,384$343,9840.02%
364ISHARES TR4642885134,549$343,6770.02%
365AMERICAN WTR WKS CO INC NEW0304201032,344$343,3730.02%
366WILLIAMS COS INC96945710011,459$342,1780.02%
367VANGUARD INTL EQUITY INDEX F9220427183,128$341,7030.02%
368ISHARES TR46436E7183,357$337,6470.02%
369VANGUARD INDEX FDS9229085534,066$337,6410.02%
370DOMINION ENERGY INCD6,000$335,4600.02%
371REPUBLIC SVCS INC7607591002,477$334,9400.02%
372STARWOOD PPTY TR INCSTHO18,879$333,9760.02%
373DOUBLELINE INCOME SOLUTIONSDSL29,193$331,9240.02%
374RLI CORPRLI2,488$330,6880.02%
375ISHARES TR4642874403,314$328,4840.02%
376CONOCOPHILLIPSCOP3,301$327,5230.02%
377LUMINAR TECHNOLOGIES INCLAZRQ50,462$327,4980.02%
378PIMCO DYNAMIC INCOME FD72201Y10117,950$323,4590.01%
379OLD DOMINION FREIGHT LINE INODFL948$323,1160.01%
380ISHARES TR46434V64714,037$321,8680.01%
381ISHARES TR4642885704,123$321,5500.01%
382VANGUARD SCOTTSDALE FDS92206C4094,215$321,3090.01%
383APTIV PLCAPTV2,858$320,6390.01%
384KLA CORPKLAC802$320,1340.01%
385CATERPILLAR INCCAT1,393$318,7740.01%
386SELECT SECTOR SPDR TR81369Y5063,820$316,4120.01%
387SPDR INDEX SHS FDS78463X8555,750$313,1880.01%
388ISHARES INC46434G8639,948$313,1630.01%
389SYSCO CORPSYY4,043$312,2410.01%
390FIRST REP BK SAN FRANCISCO C33616C10021,742$304,1710.01%
391STARBUCKS CORPSBUX2,912$303,2270.01%
392KAYNE ANDERSON NEXTGEN ENRGY48661e10838,977$299,3420.01%
393LOCKHEED MARTIN CORPLMT615$290,7290.01%
394BLACKROCK TAX MUNICPAL BD TRBLK15,989$286,5230.01%
395SHELL PLCRYDAF4,974$286,1770.01%
396AMERICAN AIRLS GROUP INC02376R10219,302$284,7050.01%
397FISERV INCFISV2,508$283,4790.01%
398THERMO FISHER SCIENTIFIC INCTMO491$282,9980.01%
399MAGELLAN MIDSTREAM PRTNRS LP5590801065,196$281,9310.01%
400COLGATE PALMOLIVE COCL3,738$280,9110.01%
401ELEVANCE HEALTH INCELV609$280,0240.01%
402INTERNATIONAL BUSINESS MACHSINTR2,127$278,8280.01%
403FASTENAL COFAST5,164$278,5460.01%
404THE CIGNA GROUP1255231001,089$278,2720.01%
405AUTODESK INCADSK1,329$276,6450.01%
406CTO RLTY GROWTH INC NEW22948Q10115,923$274,8310.01%
407WALMART INCWMT1,859$274,1060.01%
408ISHARES TR4642871682,338$273,9670.01%
409TCW STRATEGIC INCOME FD INC87234010457,938$271,1500.01%
410HONEYWELL INTL INC4385161061,418$271,0080.01%
411PAYCHEX INCPAYX2,365$271,0050.01%
412NUSHARES ETF TRNU7,024$268,5280.01%
413NOV INCNOV14,429$267,0810.01%
414ALLSTATE CORPALL-PJ2,390$264,8360.01%
415SELECT SECTOR SPDR TR81369Y8031,744$263,3610.01%
416T-MOBILE US INCTMUSZ1,815$262,8850.01%
417ONEOK INC NEWOKE4,071$258,6710.01%
418PROGRESSIVE CORP7433151031,793$256,5070.01%
419LILLY ELI & COLLY737$253,1010.01%
420GOLDMAN SACHS BDC INCGSBD18,520$252,7980.01%
421DEXCOM INCDXCM2,157$250,6000.01%
422NORFOLK SOUTHN CORP6558441081,182$250,5840.01%
423FIRST TR EXCH TRADED FD III33740J20312,450$250,4940.01%
424SPDR S&P MIDCAP 400 ETF TRMDY544$249,3750.01%
425ISHARES TR46434V4075,960$248,4130.01%
426SKYWORKS SOLUTIONS INCSWKS2,094$247,0500.01%
427INVESCO EXCH TRADED FD TR IIIVZ5,797$244,6910.01%
428INVESCO EXCH TRADED FD TR IIIVZ9,841$243,7620.01%
429FEDEX CORPFDX1,066$243,5810.01%
430TJX COS INC NEW8725401093,106$243,3860.01%
431OAKTREE SPECIALTY LENDING COOCSL12,949$243,0530.01%
432UNITY SOFTWARE INCU7,446$241,5480.01%
433ACCENTURE PLC IRELANDACN844$241,2240.01%
434SHOCKWAVE MED INC82489T1041,104$239,3800.01%
435NUSHARES ETF TRNU8,299$238,1800.01%
436DUKE ENERGY CORP NEWDUKB2,456$236,9100.01%
437BECTON DICKINSON & COBDX953$235,9060.01%
438GENERAL MTRS CO37045V1006,408$235,0300.01%
439MARSH & MCLENNAN COS INC5717481021,405$234,0030.01%
440MOODYS CORPMCO763$233,4930.01%
441CADENCE DESIGN SYSTEM INCCDNS1,104$231,9390.01%
442FMC CORPFMC1,886$230,3370.01%
443MERCK & CO INCMRK2,154$229,1640.01%
444CARRIER GLOBAL CORPORATIONCARR4,976$227,6520.01%
445NOVO-NORDISK A SNONOF1,429$227,4110.01%
446HUMANA INCHUM466$226,2240.01%
447SCHWAB STRATEGIC TR8085247714,062$223,0850.01%
448ASML HOLDING N VASMLF327$222,5920.01%
449US BANCORP DELUSB-PS6,159$222,0490.01%
450ISHARES TR4642884142,055$221,4060.01%
451LAUDER ESTEE COS INC518439104898$221,3210.01%
452TYSON FOODS INCTSN3,729$221,2240.01%
453BCE INCBCPPF4,914$220,0980.01%
4543M COMMM2,091$219,8340.01%
455BLACKROCK MUNIHLDNGS CALI QLBLK19,842$219,4530.01%
456ISHARES TR4642873093,404$217,4820.01%
4573M COMMM2,068$217,3670.01%
458VERTEX PHARMACEUTICALS INCVRTX688$216,7680.01%
459WISDOMTREE TRWT4,941$215,8720.01%
460PIMCO ETF TR72201R8332,170$215,3440.01%
461OTIS WORLDWIDE CORPOTIS2,549$215,1360.01%
462VANGUARD SPECIALIZED FUNDS9219088441,393$214,5360.01%
463BLACKROCK FLOATING RATE INCOBLK18,324$214,3910.01%
464RITCHIE BROS AUCTIONEERS7677441053,804$214,1270.01%
465SPDR DOW JONES INDL AVERAGE78467X109629$209,2180.01%
466SELECT SECTOR SPDR TR81369Y2091,607$207,9900.01%
467KAYNE ANDERSON ENERGY INFRST48660610623,987$207,2480.01%
468PIMCO INCOME STRATEGY FD II72201J10428,709$205,8470.01%
469MONSTER BEVERAGE CORP NEWMNST3,792$204,8060.01%
470SELECT SECTOR SPDR TR81369Y6056,334$203,6380.01%
471ISHARES TR4642878042,100$203,0700.01%
472S&P GLOBAL INCSPGI586$202,0350.01%
473FORD MTR CO DEL34537086015,915$200,5290.01%
474ISHARES TR4642876301,442$197,5330.01%
475ABBOTT LABSABLZF1,939$196,3430.01%
476OREILLY AUTOMOTIVE INC67103H107230$195,2650.01%
477JOHNSON CTLS INTL PLCG515021053,224$194,1490.01%
478GENERAL DYNAMICS CORPGD841$191,8620.01%
479ANALOG DEVICES INCADI970$191,3030.01%
480ABBVIE INCABBV1,198$190,9250.01%
481BLACKROCK INCBLK285$190,6990.01%
482SCHWAB STRATEGIC TR8085242013,920$189,6100.01%
483ECOLAB INCECL1,112$184,0690.01%
484EATON VANCE LTD DURATION INCETN18,611$183,3180.01%
485SPDR SER TR78464A7631,475$182,4720.01%
486SCHWAB STRATEGIC TR8085244092,774$181,9190.01%
487ORACLE CORPORCL-PD1,949$181,1010.01%
488AT&T INCT-PC9,333$179,6660.01%
489IQVIA HLDGS INCIQV901$179,2000.01%
490CINTAS CORPCTAS387$179,0570.01%
491DOMINION ENERGY INCD3,149$176,0760.01%
492ADOBE SYSTEMS INCORPORATEDADBE455$175,3430.01%
493NUVEEN AMT FREE QLTY MUN INCNU15,614$173,6280.01%
494FIDELITY NATL INFORMATION SV31620M1063,190$173,3130.01%
495READY CAPITAL CORPRC-PE16,972$172,6050.01%
496NEXPOINT REAL ESTATE FIN INCNREF-PA10,987$172,1660.01%
497REALTY INCOME CORPO2,708$171,4710.01%
498KEYSIGHT TECHNOLOGIES INCKEYS1,038$167,6160.01%
499PCM FD INC69323T10119,854$167,1710.01%
500VANGUARD SCOTTSDALE FDS92206C8702,072$166,1760.01%