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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

FIRST FOUNDATION ADVISORS

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001086763-23-000021

Total Value
$2.31B
Positions
689
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,146,651$390.5M16.97%
2ALPHABET INCGOOG703,578$85.1M3.70%
3UNITED PARCEL SERVICE INCUPS359,648$64.5M2.80%
4APPLE INCAAPL311,945$60.5M2.63%
5AMAZON COM INCAMZN437,030$57.0M2.48%
6META PLATFORMS INCMETA192,032$55.1M2.40%
7BERKSHIRE HATHAWAY INC DELBRK-A154,620$52.7M2.29%
8ISHARES TR464287200107,755$48.0M2.09%
9VANECK ETF TRUST92189F643452,916$36.1M1.57%
10ISHARES TR46432F842527,309$35.6M1.55%
11PHILIP MORRIS INTL INC718172109291,709$28.5M1.24%
12CANADIAN PACIFIC KANSAS CITYCP352,505$28.5M1.24%
13GOLDMAN SACHS ETF TRNVGLF309,079$27.0M1.17%
14MASTERCARD INCORPORATEDMA66,435$26.1M1.14%
15UNITEDHEALTH GROUP INCUNH54,147$26.0M1.13%
16JPMORGAN CHASE & COVYLD159,711$23.2M1.01%
17LOWES COS INC548661107102,264$23.1M1.00%
18ADVANCED MICRO DEVICES INCAMD189,207$21.6M0.94%
19DANAHER CORPORATION23585110288,780$21.3M0.93%
20AMERISOURCEBERGEN CORPCOR110,456$21.3M0.92%
21ISHARES TR464287499289,242$21.1M0.92%
22SCHWAB CHARLES CORPSCHW-PJ371,170$21.0M0.91%
23CHEVRON CORP NEWCVX126,826$20.0M0.87%
24DISNEY WALT CO254687106212,423$19.0M0.82%
25QUALCOMM INCQCOM154,178$18.4M0.80%
26UBER TECHNOLOGIES INCUBER421,579$18.2M0.79%
27ISHARES INC46434G103365,293$18.0M0.78%
28SUNCOR ENERGY INC NEWSU607,552$17.8M0.77%
29GOLDMAN SACHS ETF TRNVGLF547,093$17.2M0.75%
30RENTOKIL INITIAL PLCRKLIF439,263$17.1M0.74%
31J P MORGAN EXCHANGE TRADED F46641Q332301,482$16.7M0.73%
32CME GROUP INCCME88,413$16.4M0.71%
33CISCO SYS INCCSCO310,105$16.0M0.70%
34ISHARES TR464288356277,642$15.8M0.69%
35LABORATORY CORP AMER HLDGS50540R40963,645$15.4M0.67%
36TEXAS INSTRS INC88250810484,942$15.3M0.66%
37INVESCO EXCH TRADED FD TR IIIVZ604,419$14.9M0.65%
38AMPHENOL CORP NEW032095101172,662$14.7M0.64%
39BLACKSTONE INCBX154,810$14.4M0.63%
40ISHARES TR46428765576,747$14.4M0.62%
41GOLDMAN SACHS ETF TRNVGLF248,186$14.3M0.62%
42ISHARES TR464287150145,077$14.2M0.62%
43INVESCO EXCHANGE TRADED FD TIVZ80,538$13.8M0.60%
44PARKER-HANNIFIN CORPPH34,046$13.3M0.58%
45APPLIED MATLS INC03822210590,221$13.0M0.57%
46BROOKFIELD CORP11271J107383,835$12.9M0.56%
47MGM RESORTS INTERNATIONALMGM287,275$12.6M0.55%
48DIAGEO PLCDGEAF71,976$12.5M0.54%
49ISHARES GOLD TRIAU333,177$12.1M0.53%
50KROGER COKR256,576$12.1M0.52%
51LINDE PLCLIN31,265$11.9M0.52%
52NVIDIA CORPORATIONNVDA27,302$11.5M0.50%
53REXFORD INDL RLTY INC76169C100213,811$11.2M0.49%
54ASTRAZENECA PLCAZN140,047$10.0M0.44%
55DOMINOS PIZZA INCDPZ29,576$10.0M0.43%
56CARMAX INCKMX112,718$9.4M0.41%
57SPDR S&P 500 ETF TRSPY20,263$9.0M0.39%
58AON PLCAON25,294$8.7M0.38%
59VANGUARD INDEX FDS92290836320,347$8.3M0.36%
60ISHARES TR46428722682,762$8.1M0.35%
61COSTCO WHSL CORP NEW22160K10514,985$8.1M0.35%
62J P MORGAN EXCHANGE TRADED F46641Q654159,147$8.1M0.35%
63ALPHABET INCGOOG64,833$7.8M0.34%
64MICROSOFT CORPMSFT22,856$7.8M0.34%
65ISHARES TR46428720016,938$7.5M0.33%
66ISHARES TR46428724269,540$7.5M0.33%
67GOLDMAN SACHS ETF TRNVGLF251,256$7.5M0.33%
68SSGA ACTIVE ETF TR78467V400179,418$7.2M0.31%
69JOHNSON & JOHNSONJNJ43,267$7.2M0.31%
70READY CAPITAL CORPRC-PE594,103$6.7M0.29%
71VISA INCV27,967$6.6M0.29%
72REALTY INCOME CORPO105,389$6.3M0.27%
73ISHARES TR46428761422,637$6.2M0.27%
74WISDOMTREE TRWT144,424$6.2M0.27%
75BERKSHIRE HATHAWAY INC DELBRK-A18,249$6.2M0.27%
76ISHARES TR46428745775,109$6.1M0.26%
77APPLE INCAAPL30,983$6.0M0.26%
78SUNCOR ENERGY INC NEWSU196,650$5.8M0.25%
79ADOBE SYSTEMS INCORPORATEDADBE11,411$5.6M0.24%
80ISHARES TR46428744057,215$5.5M0.24%
81GOLDMAN SACHS ETF TRNVGLF60,417$5.3M0.23%
82SPHERE ENTERTAINMENT COSPHR191,138$5.2M0.23%
83BURFORD CAP LTDBUR426,068$5.2M0.23%
84ALEXANDRIA REAL ESTATE EQ IN01527110943,800$5.0M0.22%
85ALPHABET INCGOOG41,522$5.0M0.22%
86PHILLIPS EDISON & CO INCPECO142,254$4.8M0.21%
87PHILIP MORRIS INTL INC71817210949,630$4.8M0.21%
88AMAZON COM INCAMZN35,763$4.7M0.20%
89BROADCOM INCAVGO5,305$4.6M0.20%
90TJX COS INC NEW87254010949,757$4.2M0.18%
91VANECK ETF TRUST92189F64352,196$4.2M0.18%
92GILEAD SCIENCES INCGILD50,027$3.9M0.17%
93MCDONALDS CORPMCD12,633$3.8M0.16%
94ISHARES TR46428746551,398$3.7M0.16%
95J P MORGAN EXCHANGE TRADED F46641Q83773,547$3.7M0.16%
96TEXAS PACIFIC LAND CORPORATITPL2,730$3.6M0.16%
97HOME DEPOT INCHD11,538$3.6M0.16%
98PROCTER AND GAMBLE CO74271810923,603$3.6M0.16%
99CINTAS CORPCTAS6,919$3.4M0.15%
100ACCENTURE PLC IRELANDACN11,140$3.4M0.15%
101KEYSIGHT TECHNOLOGIES INCKEYS19,931$3.3M0.15%
102ISHARES TR46428835657,421$3.3M0.14%
103PFIZER INCPFE88,882$3.3M0.14%
104S&P GLOBAL INCSPGI8,108$3.3M0.14%
105ISHARES TR46428986761,584$3.2M0.14%
106INTUITINTU6,908$3.2M0.14%
107INVESCO ACTIVELY MANAGED ETFIVZ126,988$3.2M0.14%
108TESLA INCTSLA12,054$3.2M0.14%
109ANALOG DEVICES INCADI16,140$3.1M0.14%
110INVESCO QQQ TRIVZ8,476$3.1M0.14%
111WELLS FARGO CO NEW9497468042,704$3.1M0.14%
112BERKSHIRE HATHAWAY INC DELBRK-A6$3.1M0.14%
113LULULEMON ATHLETICA INCLULU8,197$3.1M0.13%
114BLACKROCK INCBLK4,474$3.1M0.13%
115INTUITIVE SURGICAL INCISRG9,033$3.1M0.13%
116GOLDMAN SACHS ETF TRNVGLF96,953$3.0M0.13%
117FORTINET INCFTNT39,869$3.0M0.13%
118ETF SER SOLUTIONS26922A62877,000$3.0M0.13%
119EXXON MOBIL CORPXOM27,725$3.0M0.13%
120SERVICENOW INCNOW5,287$3.0M0.13%
121CHEVRON CORP NEWCVX18,266$2.9M0.12%
122UNITEDHEALTH GROUP INCUNH5,958$2.9M0.12%
123VANGUARD INDEX FDS92290855333,764$2.8M0.12%
124EDWARDS LIFESCIENCES CORPEW29,337$2.8M0.12%
125IDEXX LABS INC45168D1045,378$2.7M0.12%
126STARBUCKS CORPSBUX27,166$2.7M0.12%
127PFIZER INCPFE71,655$2.6M0.11%
128BRITISH AMERN TOB PLC11044810778,868$2.6M0.11%
129REXFORD INDL RLTY INC76169C10050,114$2.6M0.11%
130VANGUARD INDEX FDS92290862911,792$2.6M0.11%
131PHILIP MORRIS INTL INC71817210926,544$2.6M0.11%
132LABORATORY CORP AMER HLDGS50540R40910,625$2.6M0.11%
133ISHARES TR46428723464,806$2.6M0.11%
134VANGUARD INDEX FDS92290876911,394$2.5M0.11%
135PIMCO DYNAMIC INCOME FD72201Y101133,299$2.5M0.11%
136AMERISOURCEBERGEN CORPCOR12,888$2.5M0.11%
137CANADIAN PACIFIC KANSAS CITYCP30,400$2.5M0.11%
138TANDY LEATHER FACTORY INCTLF560,237$2.4M0.11%
139INVESCO EXCHANGE TRADED FD TIVZ13,907$2.4M0.10%
140CANADIAN PACIFIC KANSAS CITYCP29,195$2.4M0.10%
141BROOKFIELD CORP11271J10769,948$2.4M0.10%
142LIBERTY MEDIA CORP DELFWONB34,501$2.3M0.10%
143MERCK & CO INCMRK20,144$2.3M0.10%
144REGENERON PHARMACEUTICALSREGN3,229$2.3M0.10%
145DUPONT DE NEMOURS INCDD31,824$2.3M0.10%
146RENTOKIL INITIAL PLCRKLIF56,262$2.2M0.10%
147COLUMBIA ETF TR I19761L508122,241$2.2M0.09%
148J P MORGAN EXCHANGE TRADED F46641Q33238,362$2.1M0.09%
149LAUDER ESTEE COS INC51843910410,621$2.1M0.09%
150MASTERCARD INCORPORATEDMA5,285$2.1M0.09%
151BROADCOM INCAVGO2,321$2.0M0.09%
152WALMART INCWMT12,331$1.9M0.08%
153DANAHER CORPORATION2358511028,058$1.9M0.08%
154JPMORGAN CHASE & COVYLD13,134$1.9M0.08%
155FLEXSHARES TRFLEX32,666$1.9M0.08%
156ISHARES TR46434V40744,992$1.9M0.08%
157PIMCO ENERGY & TACTICAL CR OPDX117,641$1.9M0.08%
158SCHWAB CHARLES CORPSCHW-PJ32,660$1.9M0.08%
159RENTOKIL INITIAL PLCRKLIF45,913$1.8M0.08%
160SCHWAB STRATEGIC TR80852420133,913$1.8M0.08%
161BLOOM ENERGY CORPBE106,699$1.7M0.08%
162ABBVIE INCABBV12,948$1.7M0.08%
163BERKSHIRE HATHAWAY INC DELBRK-A5,055$1.7M0.07%
164LAM RESEARCH CORPLRCX2,681$1.7M0.07%
165ALTRIA GROUP INCMO37,902$1.7M0.07%
166LILLY ELI & COLLY3,646$1.7M0.07%
167UBER TECHNOLOGIES INCUBER39,482$1.7M0.07%
168ISHARES INC46434G10334,125$1.7M0.07%
169SPDR S&P 500 ETF TRSPY3,766$1.7M0.07%
170LABORATORY CORP AMER HLDGS50540R4096,911$1.7M0.07%
171NETFLIX INCNFLX3,771$1.7M0.07%
172DOW INCDOW31,177$1.7M0.07%
173CREATIVE MEDIA & CMNTY TR125525584332,280$1.7M0.07%
174ISHARES TR46432F84224,419$1.6M0.07%
175GOLDMAN SACHS ETF TRNVGLF54,999$1.6M0.07%
176ABBOTT LABSABLZF15,056$1.6M0.07%
177GOLDMAN SACHS ETF TRNVGLF28,227$1.6M0.07%
178INVESCO EXCH TRADED FD TR IIIVZ68,743$1.6M0.07%
179HONEYWELL INTL INC4385161067,811$1.6M0.07%
180NUVEEN CALIFORNIA MUNI VLU FNU184,864$1.6M0.07%
181CME GROUP INCCME8,517$1.6M0.07%
182DISNEY WALT CO25468710617,672$1.6M0.07%
183LOCKHEED MARTIN CORPLMT3,384$1.6M0.07%
184DIAGEO PLCDGEAF8,955$1.6M0.07%
185SUNCOR ENERGY INC NEWSU52,431$1.5M0.07%
186CANADIAN NATL RY CO13637510212,653$1.5M0.07%
187ISHARES TR46428715015,586$1.5M0.07%
188COCA COLA COKO24,919$1.5M0.07%
189ALLIANCEBERNSTEIN HLDG L P01881G10646,550$1.5M0.07%
190APPLIED MATLS INC03822210510,153$1.5M0.06%
191CISCO SYS INCCSCO28,194$1.5M0.06%
192RAYTHEON TECHNOLOGIES CORPRTX14,864$1.5M0.06%
193EQUITY COMWLTH29462810271,700$1.5M0.06%
194LOWES COS INC5486611076,435$1.5M0.06%
195BALL CORPBALL24,857$1.4M0.06%
196VANGUARD ADMIRAL FDS INC92193282815,690$1.4M0.06%
197WEBSTER FINL CORP94789010938,086$1.4M0.06%
198PEPSICO INCPEP7,717$1.4M0.06%
199SCHWAB CHARLES CORPSCHW-PJ25,200$1.4M0.06%
200GUGGENHEIM STRATEGIC OPPORTUGOF88,750$1.4M0.06%
201PARKER-HANNIFIN CORPPH3,612$1.4M0.06%
202UNITED PARCEL SERVICE INCUPS7,835$1.4M0.06%
203ALPHABET INCGOOG11,620$1.4M0.06%
204TEXAS INSTRS INC8825081047,689$1.4M0.06%
205BROWN FORMAN CORPBF-B20,587$1.4M0.06%
206JOHNSON & JOHNSONJNJ8,126$1.3M0.06%
207MEDTRONIC PLCMDT15,193$1.3M0.06%
208INVESCO EXCHANGE TRADED FD TIVZ8,886$1.3M0.06%
209LINDE PLCLIN3,464$1.3M0.06%
210MCDONALDS CORPMCD4,420$1.3M0.06%
211SPDR GOLD TRGLD7,197$1.3M0.06%
212COMCAST CORP NEWCCZ30,818$1.3M0.06%
213VANECK ETF TRUST92189H73042,498$1.3M0.06%
214J P MORGAN EXCHANGE TRADED F46641Q65424,835$1.3M0.05%
215AMPHENOL CORP NEW03209510114,391$1.2M0.05%
216RANGE RES CORPRRC41,000$1.2M0.05%
217ALPHABET INCGOOG9,870$1.2M0.05%
218ISHARES TR46428749916,122$1.2M0.05%
219MGM RESORTS INTERNATIONALMGM26,697$1.2M0.05%
220TANDY LEATHER FACTORY INCTLF266,475$1.2M0.05%
221BLACKSTONE INCBX12,296$1.1M0.05%
222INTEL CORPINTC34,095$1.1M0.05%
223NEXPOINT RESIDENTIAL TR INCNXRT25,010$1.1M0.05%
224INVESCO EXCH TRADED FD TR IIIVZ45,785$1.1M0.05%
225ISHARES TR4642876555,856$1.1M0.05%
226BROOKFIELD CORP11271J10732,540$1.1M0.05%
227ORACLE CORPORCL-PD9,163$1.1M0.05%
228ISHARES TR46428780410,820$1.1M0.05%
229BOEING COBA-PA5,083$1.1M0.05%
230DOMINOS PIZZA INCDPZ3,184$1.1M0.05%
231ISHARES TR4642875986,797$1.1M0.05%
232ELEVANCE HEALTH INCELV2,355$1.0M0.05%
233KROGER COKR21,839$1.0M0.04%
234SCHWAB STRATEGIC TR80852479714,020$1.0M0.04%
235ROCKWELL AUTOMATION INCROK3,078$1.0M0.04%
236ISHARES TR4642875073,850$1.0M0.04%
237NVIDIA CORPORATIONNVDA2,366$1.0M0.04%
238AON PLCAON2,863$988,3080.04%
239TARGET CORPTGT7,449$982,5120.04%
240MGM RESORTS INTERNATIONALMGM22,352$981,7000.04%
241ISHARES TR46428827316,361$964,9790.04%
242ISHARES TR46434V62118,328$944,4420.04%
243AMGEN INCAMGN4,245$942,5270.04%
244ISHARES TR46434V28220,862$929,6210.04%
245VISA INCV3,896$925,2220.04%
246XCEL ENERGY INCXELLL14,823$921,5460.04%
247CATERPILLAR INCCAT3,708$912,3800.04%
248PEPSICO INCPEP4,923$911,8380.04%
249ISHARES GOLD TRIAU24,969$908,6220.04%
250ISHARES TR4642872428,164$882,8550.04%
251DEERE & CODE2,144$868,6820.04%
252SELECT SECTOR SPDR TR81369Y60525,750$868,0400.04%
253ISHARES TR4642888858,831$842,5340.04%
254ASTRAZENECA PLCAZN11,770$842,3790.04%
255VANGUARD INDEX FDS9229087362,977$842,3720.04%
256NUVEEN CA QUALTY MUN INCOMENU76,257$832,7260.04%
257AMERICAN EXPRESS COAXP4,767$830,4110.04%
258CARMAX INCKMX9,893$828,0440.04%
259YUM BRANDS INCYUM5,902$817,7870.04%
260SYNOPSYS INCSNPS1,797$782,4320.03%
261CVS HEALTH CORPCVS11,244$777,2780.03%
262THERMO FISHER SCIENTIFIC INCTMO1,488$776,3640.03%
263INTERNATIONAL BUSINESS MACHSINTR5,716$764,8580.03%
264BANK AMERICA CORP060505682644$754,6520.03%
265NIKE INCNKE6,776$747,8670.03%
266STRYKER CORPORATIONSYK2,432$741,9790.03%
267EATON CORP PLCETN3,666$737,2330.03%
268NORTHROP GRUMMAN CORPNOC1,616$736,6130.03%
269ISHARES TR4642874578,954$725,9900.03%
270SHERWIN WILLIAMS COSHW2,732$725,5200.03%
271VERIZON COMMUNICATIONS INCVZ19,488$724,7690.03%
272PIMCO CALIF MUN INCOME FD72200N10672,949$714,9000.03%
273WASTE MGMT INC DEL94106L1094,105$711,8550.03%
274BANK AMERICA CORP06050510424,720$709,2250.03%
275ROCKWELL AUTOMATION INCROK2,140$705,0230.03%
276KROGER COKR15,000$705,0000.03%
277VANGUARD INTL EQUITY INDEX F9220427427,104$688,9200.03%
278MORGAN STANLEYMS-PQ8,003$683,4480.03%
279PNC FINL SVCS GROUP INC6934751055,322$670,3350.03%
280LENNAR CORPLEN-B5,876$663,8510.03%
281LIBERTY MEDIA CORP DELFWONB9,811$663,4200.03%
282NEXTERA ENERGY INCNEE-PW8,687$644,5750.03%
283FLEXSHARES TRFLEX16,075$644,1250.03%
284AIR PRODS & CHEMS INCAIIR2,146$642,8080.03%
285SONY GROUP CORPORATIONSNEJF7,102$639,4640.03%
286ALPS ETF TR00162Q45216,278$638,2510.03%
287IQVIA HLDGS INCIQV2,839$638,1220.03%
288PUBLIC STORAGEPSA-PS2,183$637,1740.03%
289SELECT SECTOR SPDR TR81369Y4073,738$634,8180.03%
290VANGUARD INTL EQUITY INDEX F92204285815,298$622,3300.03%
291EXXON MOBIL CORPXOM5,801$622,1570.03%
292PACCAR INCPCAR7,375$616,9190.03%
293VANGUARD WHITEHALL FDS9219464065,815$616,7450.03%
294DIMENSIONAL ETF TRUST25434V70822,456$609,6800.03%
295MONDELEZ INTL INC6092071058,290$604,6730.03%
296HCA HEALTHCARE INCHCA1,969$597,5610.03%
297VANECK ETF TRUST92189F38726,786$597,3230.03%
298GENERAL MLS INC3703341047,692$589,9760.03%
299J P MORGAN EXCHANGE TRADED F46641Q83711,674$585,3340.03%
300ISHARES TR46436E7185,726$576,2070.03%
301NEXTERA ENERGY INCNEE-PW7,729$573,4750.02%
302MONDELEZ INTL INC6092071057,846$572,2870.02%
303AMERICA MOVIL SAB DE CVAMXOF26,191$566,7730.02%
304RIVERNORTH DOUBLELINE STRATEOPP-PC65,948$563,1960.02%
305STARWOOD PPTY TR INCSTHO28,992$562,4510.02%
306SALESFORCE INCCRM2,642$558,1490.02%
307GOLDMAN SACHS GROUP INCGSCE1,723$555,7360.02%
308BROOKFIELD INFRAST PARTNERSG1625210115,202$554,8730.02%
309ISHARES TR4642874405,732$553,7110.02%
310ZOETIS INCZTS3,200$551,0720.02%
311NATIONAL STORAGE AFFILIATESNSA-PB15,778$549,5480.02%
312UNION PAC CORPUNP2,655$543,2830.02%
313ISHARES TR4642876482,226$540,2120.02%
314KIMBERLY-CLARK CORPKMB3,886$536,4870.02%
315ISHARES TR4642888109,441$533,0390.02%
316ISHARES TR46428887710,725$524,8820.02%
317NEXPOINT DIVERSIFIED REL ET65340G20541,131$514,9600.02%
318HOME DEPOT INCHD1,655$514,0570.02%
319BRISTOL-MYERS SQUIBB COCELG-RI7,921$506,5500.02%
320SSGA ACTIVE ETF TR78467V40012,607$504,2360.02%
321SSGA ACTIVE ETF TR78467V84812,431$504,0770.02%
322SELECT SECTOR SPDR TR81369Y7044,677$501,9600.02%
323ISHARES TR4642874656,918$501,5550.02%
324EMERSON ELEC COEMR5,541$500,8410.02%
325ISHARES TR4642884144,670$498,4290.02%
326ISHARES TR4642888025,307$496,9470.02%
327GENERAL ELECTRIC CO3696043014,379$481,0330.02%
328AUTOMATIC DATA PROCESSING INADP2,186$480,4610.02%
329SEMPRASREA3,292$479,2820.02%
330SELECT SECTOR SPDR TR81369Y8032,748$477,7670.02%
331ISHARES TR46434V28210,681$475,9450.02%
332ISHARES TR4642887604,049$472,3970.02%
333WILLIAMS COS INC96945710014,344$468,0350.02%
334GRAINGER W W INC384802104593$467,6340.02%
335ALPHABET INCGOOG3,860$466,9440.02%
336PROLOGIS INC.PLDGP3,723$456,5510.02%
337VANECK ETF TRUST92189F59314,345$455,1670.02%
338AT&T INCT-PC28,278$451,0280.02%
339MCKESSON CORPMCK1,035$442,2700.02%
340REPUBLIC SVCS INC7607591002,885$441,8950.02%
341WELLS FARGO CO NEW94974610110,317$440,3460.02%
342BANK NEW YORK MELLON CORP0640581009,739$433,5800.02%
343FIRSTENERGY CORPFE11,141$433,1660.02%
344NOVO-NORDISK A SNONOF2,663$430,9530.02%
345NUSHARES ETF TRNU11,614$429,6020.02%
346PROCTER AND GAMBLE CO7427181092,819$427,7550.02%
347PHILLIPS 66PSX4,460$425,4160.02%
348BOOKING HOLDINGS INCBKNG155$418,5510.02%
349COCA COLA COKO6,937$417,7460.02%
350ISHARES TR4642888281,626$415,9310.02%
351UNITY SOFTWARE INCU9,442$409,9720.02%
352VANGUARD TAX-MANAGED FDS9219438588,850$408,6750.02%
353ISHARES TR4642872264,168$408,2560.02%
354PAYCHEX INCPAYX3,626$405,6640.02%
355COLGATE PALMOLIVE COCL5,090$392,1340.02%
356UNION PAC CORPUNP1,900$388,7780.02%
357COSTCO WHSL CORP NEW22160K105715$384,9420.02%
358ISHARES TR46435G5165,249$382,8100.02%
359ENBRIDGE INCENNPF10,206$379,1530.02%
360CONOCOPHILLIPSCOP3,652$378,3790.02%
361ISHARES TR4642873095,325$375,3060.02%
362BOEING COBA-PA1,777$375,2310.02%
363EXCHANGE TRADED CONCEPTS TR3015057076,315$369,8060.02%
364ISHARES TR46432F3962,553$368,2700.02%
365TORTOISE ENERGY INFRA CORPTYG12,621$366,6400.02%
366DIMENSIONAL ETF TRUST25434V83113,761$365,2170.02%
367CORTEVA INCCTVA6,355$364,1420.02%
368THE CIGNA GROUP1255231001,293$362,8160.02%
369OLD DOMINION FREIGHT LINE INODFL974$360,1370.02%
370AMERICAN AIRLS GROUP INC02376R10219,851$356,1270.02%
371FASTENAL COFAST5,949$350,9320.02%
372RETAIL OPPORTUNITY INVTS COR76131N10125,762$348,0450.02%
373PALO ALTO NETWORKS INCPANW1,360$347,4940.02%
374ISHARES TR4642885704,123$347,0300.02%
375LUMINAR TECHNOLOGIES INCLAZRQ50,323$346,2220.02%
376CATERPILLAR INCCAT1,393$342,7480.01%
377FEDEX CORPFDX1,378$341,6260.01%
378ENTERPRISE FINL SVCS CORP2937121058,730$341,3430.01%
379NOVARTIS AGNVSEF3,365$339,5620.01%
380RLI CORPRLI2,480$338,4590.01%
381PIMCO DYNAMIC INCOME FD72201Y10117,950$336,5630.01%
382CADENCE DESIGN SYSTEM INCCDNS1,414$331,6110.01%
383LILLY ELI & COLLY707$331,5690.01%
384BAIDU INCBAIDF2,417$330,9110.01%
385FIDELITY COVINGTON TRUST3160928082,529$330,3720.01%
386BECTON DICKINSON & COBDX1,251$330,2770.01%
387BARCLAYS BANK PLCVXZ10,746$328,5050.01%
388INVESCO EXCHANGE TRADED FD TIVZ2,382$325,8340.01%
389TCW STRATEGIC INCOME FD INC87234010470,163$324,8550.01%
390TCW STRATEGIC INCOME FD INC87234010470,000$324,1000.01%
391MAGELLAN MIDSTREAM PRTNRS LP5590801065,196$323,8200.01%
392SHOCKWAVE MED INC82489T1041,134$323,6550.01%
393ISHARES TR46434V2906,021$322,8460.01%
394NORFOLK SOUTHN CORP6558441081,412$320,1850.01%
395VANGUARD SCOTTSDALE FDS92206C4094,215$318,9070.01%
396ISHARES INC46434G8639,948$314,6550.01%
397FORD MTR CO DEL34537086020,690$313,0400.01%
398DOMINION ENERGY INCD6,000$310,7400.01%
3993M COMMM3,061$306,3750.01%
400SHELL PLCRYDAF5,035$304,0140.01%
401AUTODESK INCADSK1,468$300,3670.01%
402OREILLY AUTOMOTIVE INC67103H107314$299,9640.01%
403PROGRESSIVE CORP7433151032,265$299,8180.01%
404APTIV PLCAPTV2,887$294,7340.01%
405PAYPAL HLDGS INCPYPL4,387$292,7450.01%
406WALMART INCWMT1,859$292,1940.01%
407META PLATFORMS INCMETA1,018$292,1460.01%
408TAIWAN SEMICONDUCTOR MFG LTD8740391002,888$291,4570.01%
409HUMANA INCHUM649$290,1870.01%
410HONEYWELL INTL INC4385161061,398$290,0850.01%
411TRACTOR SUPPLY COTSCO1,308$289,1990.01%
412LOCKHEED MARTIN CORPLMT624$287,2770.01%
413MOODYS CORPMCO825$286,8690.01%
414ISHARES TR4642875071,097$286,7390.01%
415KLA CORPKLAC591$286,6470.01%
416STARBUCKS CORPSBUX2,885$285,7880.01%
417VERTEX PHARMACEUTICALS INCVRTX798$280,8240.01%
418ISHARES TR4642876301,994$280,7420.01%
419NUSHARES ETF TRNU7,179$280,1960.01%
420DUKE ENERGY CORP NEWDUKB3,067$275,2440.01%
421KAYNE ANDERSON NEXTGEN ENRGY48661e10838,745$275,0900.01%
422CHIPOTLE MEXICAN GRILL INCCMG128$273,7920.01%
423CTO RLTY GROWTH INC NEW22948Q10115,923$272,9200.01%
424ISHARES TR46428822414,700$270,4800.01%
425SPDR SER TR78464A6312,225$270,4040.01%
426ISHARES TR46436E7182,679$269,5880.01%
427MARSH & MCLENNAN COS INC5717481021,433$269,5190.01%
428BIO-TECHNE CORPTECH3,281$267,8280.01%
429RB GLOBAL INCRBA4,458$267,4800.01%
430WISDOMTREE TRWT6,188$266,6410.01%
431TRICO BANCSHARESTCBK8,000$265,6000.01%
432ROPER TECHNOLOGIES INCROP550$264,4400.01%
433SYSCO CORPSYY3,533$262,1490.01%
434SPDR S&P MIDCAP 400 ETF TRMDY544$260,5270.01%
435GENERAL MTRS CO37045V1006,746$260,1270.01%
436SKYWORKS SOLUTIONS INCSWKS2,333$258,2400.01%
437NUSHARES ETF TRNU8,706$257,9590.01%
438GOLDMAN SACHS BDC INCGSBD18,520$256,6870.01%
439VANGUARD INDEX FDS9229087511,286$255,7730.01%
440THERMO FISHER SCIENTIFIC INCTMO489$255,1360.01%
441FISERV INCFISV2,005$252,9310.01%
442ELEVANCE HEALTH INCELV569$252,8010.01%
443INTERNATIONAL BUSINESS MACHSINTR1,887$252,4990.01%
444BLACKROCK TAX MUNICPAL BD TRBLK15,179$251,8200.01%
445OAKTREE SPECIALTY LENDING COOCSL12,949$251,5990.01%
446JOHNSON CTLS INTL PLCG515021053,637$247,8250.01%
447T-MOBILE US INCTMUSZ1,750$243,0750.01%
448CARRIER GLOBAL CORPORATIONCARR4,883$242,7340.01%
449SHOPIFY INCSHOP3,745$241,9270.01%
450ELECTRONIC ARTS INCEA1,852$240,2040.01%
451ISHARES TR4642873093,404$239,9140.01%
452INVESCO EXCH TRADED FD TR IIIVZ5,797$239,7060.01%
453GENUINE PARTS COGPC1,400$236,8860.01%
454NOVO-NORDISK A SNONOF1,447$234,1680.01%
455ASML HOLDING N VASMLF323$234,0940.01%
456ISHARES TR4642874732,114$232,1510.01%
457CREATIVE MEDIA & CMNTY TR12552558446,235$230,7130.01%
458FMC CORPFMC2,202$229,7690.01%
459ALLSTATE CORPALL-PJ2,092$228,1280.01%
460CHUBB LIMITEDCB1,180$227,2210.01%
461AMERICAN TOWER CORP NEW03027X1001,170$226,9100.01%
462VANGUARD SPECIALIZED FUNDS9219088441,393$226,2650.01%
463CITIGROUP INCC-PR4,901$225,6460.01%
464ISHARES TR464287515651$225,1870.01%
465CROWDSTRIKE HLDGS INCCRWD1,532$225,0050.01%
466GLOBAL X FDS37954Y4755,469$224,5020.01%
467BLACKROCK FLOATING RATE INCOBLK18,324$223,7360.01%
468SYSCO CORPSYY2,983$221,3390.01%
469ISHARES TR4642874812,274$219,7070.01%
470EQUINIX INCEQIX280$219,5030.01%
471SELECT SECTOR SPDR TR81369Y2091,648$218,7580.01%
472ECOLAB INCECL1,171$218,6140.01%
473SPDR DOW JONES INDL AVERAGE78467X109629$216,2820.01%
474ORACLE CORPORCL-PD1,816$216,2670.01%
475JOBY AVIATION INCJOBY-WT21,000$215,4600.01%
476BLACKROCK MUNIHLDNGS CALI QLBLK19,842$215,2860.01%
477ENTERPRISE PRODS PARTNERS L2937921078,146$214,6470.01%
478ISHARES TR4642871681,893$214,4770.01%
479SELECT SECTOR SPDR TR81369Y5062,628$213,3180.01%
480VANGUARD INDEX FDS9229086111,269$209,8930.01%
481ALIGN TECHNOLOGY INCALGN591$209,0010.01%
482VANGUARD INDEX FDS9229085121,493$206,6010.01%
483SCHWAB STRATEGIC TR8085242013,920$205,2900.01%
484SPDR SER TR78468R6632,232$204,9230.01%
485TYSON FOODS INCTSN4,014$204,8610.01%
486MOTOROLA SOLUTIONS INCMSI695$203,8300.01%
487ABBOTT LABSABLZF1,858$202,5590.01%
488SCHWAB STRATEGIC TR8085247713,488$200,8040.01%
489NIKE INCNKE1,793$197,8930.01%
4903M COMMM1,973$197,5240.01%
491PIMCO INCOME STRATEGY FD II72201J10427,395$197,5180.01%
492TRAVELERS COMPANIES INCTRV1,129$196,1460.01%
493BLACKROCK INCBLK283$195,5930.01%
494GENERAL DYNAMICS CORPGD905$194,7620.01%
495PIMCO DYNAMIC INCOME OPRNTS69355M10714,628$191,0420.01%
496PLUG POWER INCPLUG18,275$189,8770.01%
497GLOBAL X FDS37954Y48310,696$189,8580.01%
498NUCOR CORPNUE1,140$186,9370.01%
499VANGUARD INDEX FDS9229085532,181$182,2440.01%
500SPDR SER TR78464A7631,475$180,8060.01%