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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 Q4 2024 · Filed February 13, 2025 · Accession 0001086763-25-000003

Total Value
$2.66B
Positions
580
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,023,311$431.3M16.24%
2ISHARES TR464287200224,676$132.3M4.98%
3VANECK ETF TRUST92189F6431,030,903$95.6M3.60%
4ALPHABET INCGOOG489,769$93.3M3.51%
5J P MORGAN EXCHANGE TRADED F46641Q3321,425,753$82.0M3.09%
6APPLE INCAAPL308,216$77.2M2.91%
7AMAZON COM INCAMZN338,521$74.3M2.80%
8ISHARES TR46432F842900,259$63.3M2.38%
9GOLDMAN SACHS ETF TRNVGLF480,701$55.4M2.09%
10BERKSHIRE HATHAWAY INC DELBRK-A113,719$51.5M1.94%
11ISHARES TR464287499468,094$41.4M1.56%
12INVESCO EXCHANGE TRADED FD TIVZ989,959$41.2M1.55%
13GOLDMAN SACHS ETF TRNVGLF484,779$33.5M1.26%
14INVESCO EXCH TRADED FD TR IIIVZ1,294,456$32.0M1.20%
15ISHARES TR464287242287,454$30.7M1.16%
16GOLDMAN SACHS ETF TRNVGLF916,928$30.6M1.15%
17ISHARES TR464288356527,808$30.2M1.14%
18JPMORGAN CHASE & CO.VYLD116,490$27.9M1.05%
19NVIDIA CORPORATIONNVDA191,702$25.7M0.97%
20UNITED PARCEL SERVICE INCUPS202,110$25.5M0.96%
21ISHARES INC46434G103486,868$25.4M0.96%
22ISHARES TR46428720041,624$24.5M0.92%
23QUALCOMM INCQCOM152,280$23.4M0.88%
24ISHARES TR46428761458,021$23.3M0.88%
25MASTERCARD INCORPORATEDMA42,981$22.6M0.85%
26ISHARES TR464287655101,785$22.5M0.85%
27ISHARES TR464287226232,048$22.5M0.85%
28ADVANCED MICRO DEVICES INCAMD180,749$21.8M0.82%
29WISDOMTREE TRWT456,909$19.6M0.74%
30ISHARES TR464287440203,186$18.8M0.71%
31AMPHENOL CORP NEW032095101245,846$17.1M0.64%
32SCHWAB CHARLES CORPSCHW-PJ221,098$16.4M0.62%
33PHILIP MORRIS INTL INC718172109134,101$16.1M0.61%
34ISHARES GOLD TRIAU324,098$16.0M0.60%
35UBER TECHNOLOGIES INCUBER249,400$15.0M0.57%
36UNITED PARCEL SERVICE INCUPS117,051$14.8M0.56%
37APPLIED MATLS INC03822210589,068$14.5M0.55%
38CENCORA INCCOR61,981$13.9M0.52%
39INVESCO EXCHANGE TRADED FD TIVZ77,365$13.6M0.51%
40COSTCO WHSL CORP NEW22160K10514,227$13.0M0.49%
41UNITEDHEALTH GROUP INCUNH25,631$13.0M0.49%
42SSGA ACTIVE ETF TR78467V400288,857$12.8M0.48%
43SUNCOR ENERGY INC NEWSU356,415$12.7M0.48%
44ACCENTURE PLC IRELANDACN35,876$12.6M0.48%
45META PLATFORMS INCMETA20,567$12.0M0.45%
46CANADIAN PACIFIC KANSAS CITYCP161,592$11.7M0.44%
47CME GROUP INCCME50,326$11.7M0.44%
48ISHARES TR46428715090,448$11.6M0.44%
49SPDR S&P 500 ETF TRSPY19,830$11.6M0.44%
50SSGA ACTIVE ETF TR78467V608278,426$11.6M0.44%
51COLUMBIA ETF TR II19762B202392,104$11.6M0.44%
52ASTRAZENECA PLCAZN161,049$10.6M0.40%
53LOWES COS INC54866110742,571$10.5M0.40%
54ALPHABET INCGOOG51,664$9.8M0.37%
55J P MORGAN EXCHANGE TRADED F46641Q332170,649$9.8M0.37%
56GOLDMAN SACHS ETF TRNVGLF286,525$9.1M0.34%
57BROOKFIELD CORP11271J107147,951$8.5M0.32%
58MICROSOFT CORPMSFT19,246$8.1M0.31%
59VANGUARD INDEX FDS92290836314,319$7.7M0.29%
60SERVICENOW INCNOW7,122$7.6M0.28%
61ISHARES TR46428722674,409$7.2M0.27%
62FORTINET INCFTNT74,954$7.1M0.27%
63GOLDMAN SACHS ETF TRNVGLF59,627$6.9M0.26%
64DISNEY WALT CO25468710660,612$6.7M0.25%
65DANAHER CORPORATION23585110229,073$6.7M0.25%
66AMAZON COM INCAMZN30,412$6.7M0.25%
67REXFORD INDL RLTY INC76169C100169,355$6.5M0.25%
68VANECK ETF TRUST92189F64370,035$6.5M0.24%
69TEXAS INSTRS INC88250810434,268$6.4M0.24%
70AON PLCAON17,597$6.3M0.24%
71JOHNSON & JOHNSONJNJ43,345$6.3M0.24%
72LINDE PLCLIN14,690$6.2M0.23%
73CISCO SYS INCCSCO103,817$6.1M0.23%
74PROLOGIS INC.PLDGP57,999$6.1M0.23%
75BERKSHIRE HATHAWAY INC DELBRK-A13,440$6.1M0.23%
76EXXON MOBIL CORPXOM56,436$6.1M0.23%
77LULULEMON ATHLETICA INCLULU15,786$6.0M0.23%
78ALPHABET INCGOOG31,413$5.9M0.22%
79ISHARES TR46428748146,701$5.9M0.22%
80COSTAR GROUP INCCSGP82,311$5.9M0.22%
81BURFORD CAP LTDBUR461,068$5.9M0.22%
82BARCLAYS BANK PLCVXZ182,761$5.9M0.22%
83GOLDMAN SACHS ETF TRNVGLF173,274$5.8M0.22%
84J P MORGAN EXCHANGE TRADED F46641Q126120,584$5.7M0.21%
85NEXTERA ENERGY INCNEE-PW77,310$5.5M0.21%
86LABCORP HOLDINGS INCLH23,862$5.5M0.21%
87CINTAS CORPCTAS29,611$5.4M0.20%
88ADOBE INCADBE12,144$5.4M0.20%
89INTUITINTU8,241$5.2M0.20%
90ULTA BEAUTY INCULTA11,843$5.2M0.19%
91KEYSIGHT TECHNOLOGIES INCKEYS31,306$5.0M0.19%
92PAYCOM SOFTWARE INCPAYC24,518$5.0M0.19%
93APPLE INCAAPL19,876$5.0M0.19%
94ISHARES TR46432F33927,558$4.9M0.18%
95INVESCO EXCHANGE TRADED FD TIVZ115,943$4.8M0.18%
96VISA INCV15,191$4.8M0.18%
97VEEVA SYS INCVEEV22,314$4.7M0.18%
98BOOKING HOLDINGS INCBKNG928$4.6M0.17%
99ISHARES TR46428724242,593$4.6M0.17%
100MSCI INCMSCI7,353$4.4M0.17%
101ARISTA NETWORKS INCANET39,868$4.4M0.17%
102S&P GLOBAL INCSPGI8,826$4.4M0.17%
103CHEVRON CORP NEWCVX30,053$4.4M0.16%
104ISHARES TR46428761410,823$4.3M0.16%
105SUNCOR ENERGY INC NEWSU116,980$4.2M0.16%
106INVESCO EXCH TRADED FD TR IIIVZ175,001$4.1M0.16%
107BERKSHIRE HATHAWAY INC DELBRK-A6$4.1M0.15%
108ISHARES TR46432F84258,017$4.1M0.15%
109MERCADOLIBRE INCMELI2,391$4.1M0.15%
110ISHARES TR46428986770,471$4.0M0.15%
111VANGUARD INDEX FDS92290855345,146$4.0M0.15%
112HOME DEPOT INCHD10,241$4.0M0.15%
113T ROWE PRICE ETF INC87283Q10791,604$3.9M0.15%
114COPART INCCPRT64,768$3.7M0.14%
115REALTY INCOME CORPO67,324$3.6M0.14%
116ISHARES TR46428746545,746$3.5M0.13%
117ZOETIS INCZTS21,213$3.5M0.13%
118GOLDMAN SACHS ETF TRNVGLF45,584$3.2M0.12%
119IDEXX LABS INC45168D1047,539$3.1M0.12%
120ASML HOLDING N VASMLF4,480$3.1M0.12%
121BROADCOM INCAVGO13,288$3.1M0.12%
122ISHARES TR46434V62149,710$3.0M0.11%
123EDWARDS LIFESCIENCES CORPEW40,301$3.0M0.11%
124VANECK ETF TRUST92189F387131,548$3.0M0.11%
125ISHARES TR46428765513,226$2.9M0.11%
126PFIZER INCPFE107,840$2.9M0.11%
127BLACKROCK INCBLK2,785$2.9M0.11%
128VANGUARD INDEX FDS92290862910,625$2.8M0.11%
129ISHARES TR46436E71827,003$2.7M0.10%
130SCHWAB STRATEGIC TR808524201115,392$2.7M0.10%
131TANDY LEATHER FACTORY INCTLF560,237$2.7M0.10%
132BROOKFIELD INFRAST PARTNERSG1625210183,556$2.7M0.10%
133ISHARES TR46428749929,805$2.6M0.10%
134JPMORGAN CHASE & CO.VYLD10,957$2.6M0.10%
135ISHARES TR46428748119,553$2.5M0.09%
136NVIDIA CORPORATIONNVDA18,047$2.4M0.09%
137J P MORGAN EXCHANGE TRADED F46641Q83748,030$2.4M0.09%
138CENCORA INCCOR10,752$2.4M0.09%
139MASTERCARD INCORPORATEDMA4,374$2.3M0.09%
140BERKSHIRE HATHAWAY INC DELBRK-A5,055$2.3M0.09%
141PHILLIPS EDISON & CO INCPECO59,615$2.2M0.08%
142TESLA INCTSLA5,479$2.2M0.08%
143REGENERON PHARMACEUTICALSREGN3,099$2.2M0.08%
144ALPHABET INCGOOG11,620$2.2M0.08%
145FLEXSHARES TRFLEX30,860$2.2M0.08%
146SPDR S&P 500 ETF TRSPY3,690$2.2M0.08%
147PFIZER INCPFE81,184$2.2M0.08%
148GILEAD SCIENCES INCGILD23,303$2.2M0.08%
149INVESCO QQQ TRIVZ4,136$2.1M0.08%
150READY CAPITAL CORPRC-PE308,201$2.1M0.08%
151ISHARES INC46434G10338,275$2.0M0.08%
152NUVEEN CALIFORNIA MUNI VLU FNU234,101$2.0M0.07%
153UNITEDHEALTH GROUP INCUNH3,861$2.0M0.07%
154ISHARES TR46428835633,932$1.9M0.07%
155UBER TECHNOLOGIES INCUBER31,685$1.9M0.07%
156GOLDMAN SACHS ETF TRNVGLF59,141$1.9M0.07%
157ISHARES TR46428723443,619$1.8M0.07%
158LIBERTY MEDIA CORP DELFWONB21,599$1.8M0.07%
159ORACLE CORPORCL-PD10,607$1.8M0.07%
160BLOOM ENERGY CORPBE78,374$1.7M0.07%
161SCHWAB CHARLES CORPSCHW-PJ23,272$1.7M0.06%
162BIOGEN INCBIIB11,200$1.7M0.06%
163ELI LILLY & COLLY2,184$1.7M0.06%
164AMPHENOL CORP NEW03209510124,176$1.7M0.06%
165BRITISH AMERN TOB PLC11044810744,820$1.6M0.06%
166PIMCO DYNAMIC INCOME STRATEGPDX61,505$1.6M0.06%
167COLUMBIA ETF TR II19762B20253,673$1.6M0.06%
168J P MORGAN EXCHANGE TRADED F46641Q65431,300$1.6M0.06%
169APPLIED MATLS INC0382221059,582$1.6M0.06%
170LOWES COS INC5486611076,196$1.5M0.06%
171SSGA ACTIVE ETF TR78467V60836,622$1.5M0.06%
172STARBUCKS CORPSBUX16,670$1.5M0.06%
173WALMART INCWMT16,757$1.5M0.06%
174VANECK ETF TRUST92189H73043,096$1.5M0.06%
175VANGUARD INDEX FDS9229087695,110$1.5M0.06%
176LAM RESEARCH CORPLRCX19,892$1.4M0.05%
177VANECK ETF TRUST92189F59347,397$1.4M0.05%
178INVESCO EXCH TRADED FD TR IIIVZ57,852$1.4M0.05%
179CME GROUP INCCME6,124$1.4M0.05%
180ABBVIE INCABBV7,921$1.4M0.05%
181NEXTERA ENERGY INCNEE-PW19,457$1.4M0.05%
182DUPONT DE NEMOURS INCDD17,877$1.4M0.05%
183BROOKFIELD CORP11271J10723,665$1.4M0.05%
184ISHARES TR46434V45635,750$1.3M0.05%
185TJX COS INC NEW87254010910,929$1.3M0.05%
186ISHARES TR46428841412,295$1.3M0.05%
187TANDY LEATHER FACTORY INCTLF266,553$1.3M0.05%
188BARCLAYS BANK PLCVXZ38,718$1.2M0.05%
189ALTRIA GROUP INCMO23,732$1.2M0.05%
190PROCTER AND GAMBLE CO7427181097,345$1.2M0.05%
191SELECT SECTOR SPDR TR81369Y60525,392$1.2M0.05%
192ISHARES TR46428745714,917$1.2M0.05%
193ASTRAZENECA PLCAZN18,550$1.2M0.05%
194SPDR GOLD TRGLD5,018$1.2M0.05%
195LOCKHEED MARTIN CORPLMT2,495$1.2M0.05%
196ISHARES TR46428887722,920$1.2M0.05%
197MERCK & CO INCMRK11,973$1.2M0.04%
198ALEXANDRIA REAL ESTATE EQ IN01527110912,139$1.2M0.04%
199ISHARES TR46428888512,229$1.2M0.04%
200JOINT CORPJYNT109,315$1.2M0.04%
201ISHARES TR46428730911,440$1.2M0.04%
202SUNCOR ENERGY INC NEWSU32,332$1.2M0.04%
203ISHARES TR4642878049,952$1.1M0.04%
204VANGUARD ADMIRAL FDS INC92193282810,691$1.1M0.04%
205SSGA ACTIVE ETF TR78467V40025,645$1.1M0.04%
206TEXAS INSTRS INC8825081045,986$1.1M0.04%
207JANUS DETROIT STR TR47103U84521,504$1.1M0.04%
208SCHWAB STRATEGIC TR80852420146,858$1.1M0.04%
209DANAHER CORPORATION2358511024,639$1.1M0.04%
210ISHARES TR4642875985,685$1.1M0.04%
211ISHARES TR46428750716,825$1.0M0.04%
212ISHARES TR4642871507,946$1.0M0.04%
213AON PLCAON2,832$1.0M0.04%
214ABBOTT LABSABLZF8,978$1.0M0.04%
215WELLS FARGO CO NEW949746804849$1.0M0.04%
216CANADIAN PACIFIC KANSAS CITYCP13,845$1.0M0.04%
217MCDONALDS CORPMCD3,455$1.0M0.04%
218ISHARES TR46434V40723,176$987,5220.04%
219RTX CORPORATIONRTX8,520$985,9390.04%
220EXXON MOBIL CORPXOM9,107$979,6400.04%
221MICROSTRATEGY INCSTRK3,377$978,0470.04%
222ISHARES TR4642888027,950$966,6410.04%
223MOLINA HEALTHCARE INCMOH3,291$957,8460.04%
224DELTA AIR LINES INC DELDAL15,150$916,5750.03%
225AMERICAN EXPRESS COAXP3,071$911,5170.03%
226ALLIANCEBERNSTEIN HLDG L P01881G10624,500$908,7050.03%
227DOW INCDOW22,210$891,2870.03%
228REXFORD INDL RLTY INC76169C10022,994$888,9480.03%
229LABCORP HOLDINGS INCLH3,862$885,6340.03%
230ISHARES GOLD TRIAU17,793$880,9310.03%
231PEPSICO INCPEP5,786$879,8190.03%
232LINDE PLCLIN2,097$877,9510.03%
233ACCENTURE PLC IRELANDACN2,460$865,4030.03%
234AMGEN INCAMGN3,320$865,3010.03%
235KONINKLIJKE PHILIPS N VRYLPF34,050$862,1460.03%
236ISHARES TR46428887716,042$841,7240.03%
237PIMCO ETF TR72201R7759,287$839,7310.03%
238CATERPILLAR INCCAT2,313$839,0640.03%
239SERVICENOW INCNOW783$830,0740.03%
240CME GROUP INCCME3,500$812,8050.03%
241ISHARES TR4642874736,240$807,0820.03%
242NATURAL RESOURCE PARTNERS L63900P6087,240$803,6400.03%
243META PLATFORMS INCMETA1,367$800,3920.03%
244ISHARES TR4642888858,259$799,7190.03%
245ISHARES TR46434V28213,049$787,5070.03%
246AT&T INCT-PC33,727$767,9680.03%
247PEPSICO INCPEP5,046$767,3510.03%
248COLUMBIA ETF TR I19761L50843,458$761,8210.03%
249BOEING COBA-PA4,259$753,8430.03%
250HONEYWELL INTL INC4385161063,333$752,9010.03%
251CHEVRON CORP NEWCVX5,187$751,2410.03%
252SELECT SECTOR SPDR TR81369Y4073,288$737,6630.03%
253ISHARES TR4642874083,831$731,2610.03%
254INVESCO EXCH TRADED FD TR IIIVZ30,600$722,4660.03%
255ISHARES TR4642874659,549$722,0000.03%
256ISHARES TR4642876482,490$716,5960.03%
257ISHARES TR46435G34233,486$714,9350.03%
258PALANTIR TECHNOLOGIES INCPLTR9,403$711,1490.03%
259ASTRAZENECA PLCAZN10,572$692,6770.03%
260VANGUARD INDEX FDS9229087361,685$691,5910.03%
261QUALCOMM INCQCOM4,490$689,7540.03%
262PIMCO DYNAMIC INCOME FD72201Y10137,046$679,4240.03%
263VISA INCV2,147$678,5380.03%
264NEXPOINT RESIDENTIAL TR INCNXRT16,221$677,2270.03%
265MEDTRONIC PLCMDT8,404$671,3120.03%
266PHILIP MORRIS INTL INC7181721095,555$668,5440.03%
267BROWN FORMAN CORPBF-B17,378$660,0160.02%
268PIMCO CALIF MUN INCOME FD72200N10672,949$659,4590.02%
269SELECT SECTOR SPDR TR81369Y7044,980$656,1870.02%
270EMERSON ELEC COEMR5,227$647,7680.02%
271INTERNATIONAL BUSINESS MACHSINTR2,941$646,5010.02%
272ISHARES TR46434V28210,681$644,5980.02%
273VERIZON COMMUNICATIONS INCVZ15,973$638,7700.02%
274ALPS ETF TR00162Q34625,021$638,5360.02%
275ONEOK INC NEWOKE6,316$634,1590.02%
276BANK AMERICA CORP060505682520$634,0100.02%
277MORGAN STANLEYMS-PQ5,030$632,3380.02%
278NUVEEN CA QUALTY MUN INCOMENU55,879$630,8740.02%
279PUBLIC STORAGE OPER COPSA-PS2,097$627,9260.02%
280ISHARES TR4642884145,873$625,7680.02%
281PACCAR INCPCAR6,000$624,1200.02%
282COSTAR GROUP INCCSGP8,705$623,1910.02%
283ISHARES TR4642876303,794$622,8610.02%
284VANGUARD SPECIALIZED FUNDS9219088443,119$610,7940.02%
285NORTHROP GRUMMAN CORPNOC1,282$601,6740.02%
286ISHARES TR4642876482,086$600,3930.02%
287COSTCO WHSL CORP NEW22160K105653$598,3240.02%
288BROADCOM INCAVGO2,530$586,5550.02%
289SHERWIN WILLIAMS COSHW1,705$579,7330.02%
290COCA COLA COKO9,278$577,6770.02%
291SELECT SECTOR SPDR TR81369Y8032,474$575,2540.02%
292TARGET CORPTGT4,204$568,2860.02%
293DISNEY WALT CO2546871065,081$565,7690.02%
294ISHARES TR4642873095,546$563,0850.02%
295WEBSTER FINL CORP94789010910,053$555,1270.02%
296ISHARES TR4642888109,290$542,0720.02%
297JOHNSON & JOHNSONJNJ3,705$535,8170.02%
298ISHARES TR4642874734,129$534,0410.02%
299ISHARES SILVER TRSLV20,171$531,1020.02%
300PROLOGIS INC.PLDGP4,951$523,3210.02%
301PARKER-HANNIFIN CORPPH821$522,1810.02%
302ISHARES TR4642887603,523$512,0750.02%
303RIVERNORTH DOUBLELINE STRATEOPP-PC61,339$511,5670.02%
304FLEXSHARES TRFLEX13,880$504,6770.02%
305XCEL ENERGY INCXELLL7,411$500,3910.02%
306ISHARES TR46432F3962,404$497,4360.02%
307NETFLIX INCNFLX558$497,3570.02%
308ISHARES TR46436E7184,950$496,5840.02%
309DEERE & CODE1,168$494,7060.02%
310ROCKWELL AUTOMATION INCROK1,717$490,7010.02%
311SSGA ACTIVE ETF TR78467V84812,431$489,6570.02%
312WILLIAMS COS INC9694571009,031$488,7610.02%
313YUM BRANDS INCYUM3,627$486,6430.02%
314COMCAST CORP NEWCCZ12,949$485,9750.02%
315SALESFORCE INCCRM1,452$485,4470.02%
316KAYNE ANDERSON ENERGY INFRST48660610637,512$476,7780.02%
317CROWDSTRIKE HLDGS INCCRWD1,377$471,1540.02%
318SYNOPSYS INCSNPS960$465,9460.02%
319INGERSOLL RAND INCIR5,107$461,9790.02%
320WASTE MGMT INC DEL94106L1092,274$458,7900.02%
321LIBERTY GLOBAL LTDLBTYK35,700$455,5320.02%
322DIMENSIONAL ETF TRUST25434V83113,388$452,3810.02%
323ALPHABET INCGOOG2,317$438,6080.02%
324WISDOMTREE TRWT10,214$438,3850.02%
325SEMPRASREA4,935$432,9230.02%
326ISHARES TR46432F3392,401$427,5700.02%
327GE AEROSPACE3696043012,546$424,6470.02%
328AGNC INVT CORP00123Q10445,946$423,1630.02%
329VANGUARD INTL EQUITY INDEX F9220427423,551$417,1710.02%
330SPDR SER TR78464A6312,490$412,8940.02%
331ROCKWELL AUTOMATION INCROK1,443$412,3620.02%
332BANK NEW YORK MELLON CORP0640581005,358$411,6550.02%
333BANK AMERICA CORP0605051049,326$409,8950.02%
334VANGUARD WHITEHALL FDS9219464063,193$407,3950.02%
335INVESCO EXCHANGE TRADED FD TIVZ7,022$406,7140.02%
336ISHARES TR46434V2906,021$406,4180.02%
337ISHARES TR46434V45610,929$405,6840.02%
338RLI CORPRLI2,455$404,6580.02%
339CANADIAN NATL RY CO1363751023,946$400,5580.02%
340REPUBLIC SVCS INC7607591001,903$382,8460.01%
341PROCTER AND GAMBLE CO7427181092,265$379,7270.01%
342NORTHROP GRUMMAN CORPNOC804$377,5240.01%
343ISHARES TR4642888287,850$376,7220.01%
344LENNAR CORPLEN-B2,838$375,0420.01%
345ISHARES TR4642874403,988$368,6910.01%
346WALMART INCWMT4,073$367,9960.01%
347ADVANCED MICRO DEVICES INCAMD3,040$367,2020.01%
348MCKESSON CORPMCK640$364,7420.01%
349ISHARES TR4642874081,906$363,8170.01%
350HOME DEPOT INCHD923$359,0380.01%
351J P MORGAN EXCHANGE TRADED F46641Q1267,571$357,9570.01%
352ELI LILLY & COLLY462$356,6640.01%
353ISHARES TR4642885703,233$356,4340.01%
354TCW STRATEGIC INCOME FD INC87234010473,617$354,0980.01%
355EXCHANGE TRADED CONCEPTS TRU3015057076,261$352,2440.01%
356ISHARES TR46435G5164,568$347,8080.01%
357SHOPIFY INCSHOP3,240$344,5090.01%
358SCHWAB STRATEGIC TR80852479712,387$338,4130.01%
359ENTERPRISE FINL SVCS CORP2937121055,870$331,0680.01%
360VANGUARD SCOTTSDALE FDS92206C4094,215$328,8120.01%
361ISHARES TR4642885134,179$328,6780.01%
362BRISTOL-MYERS SQUIBB COCELG-RI5,786$327,2680.01%
363ISHARES TR4642875153,256$325,9910.01%
364MONDELEZ INTL INC6092071055,430$324,3340.01%
365ALPS ETF TR00162Q4526,713$323,3140.01%
366SIMON PPTY GROUP INC NEW8288061091,860$320,3110.01%
367KINDER MORGAN INC DELEP-PC11,596$317,7430.01%
368GOLDMAN SACHS GROUP INCGSCE554$317,3810.01%
369NEXPOINT DIVERSIFIED REL ET65340G20551,988$317,1270.01%
370ENTERPRISE PRODS PARTNERS L29379210710,060$315,4760.01%
371ISHARES TR4642888022,590$314,9180.01%
372SPDR S&P MIDCAP 400 ETF TRMDY545$310,4210.01%
373WEC ENERGY GROUP INCWEC3,298$310,1440.01%
374INVESCO EXCH TRADED FD TR IIIVZ6,419$310,1160.01%
375FIDELITY COVINGTON TRUST3160928081,677$310,0440.01%
376VANGUARD INDEX FDS9229085533,436$306,0790.01%
377PNC FINL SVCS GROUP INC6934751051,586$305,8600.01%
378HONEYWELL INTL INC4385161061,337$302,0150.01%
379SYSCO CORPSYY3,902$298,3470.01%
380SONY GROUP CORPSNEJF14,065$297,6150.01%
381ANALOG DEVICES INCADI1,395$296,4190.01%
382GLOBAL X FDS37954Y4757,055$295,6050.01%
383CORTEVA INCCTVA5,029$286,4520.01%
384BLACKSTONE INCBX1,658$285,8980.01%
385CITIGROUP INCC-PR4,008$282,1010.01%
386NIKE INCNKE3,635$275,0600.01%
387ISHARES TR4642876301,675$274,9850.01%
388PACKAGING CORP AMER6951561091,220$274,6590.01%
389PIMCO DYNAMIC INCOME OPRNTS69355M10720,000$271,8000.01%
390APPFOLIO INCAPPF1,098$270,8990.01%
391VANECK ETF TRUST92189H7307,857$270,8310.01%
392CONOCOPHILLIPSCOP2,677$265,4580.01%
393AUTOMATIC DATA PROCESSING INADP901$263,7500.01%
394ORACLE CORPORCL-PD1,574$262,2910.01%
395ISHARES TR46434V6214,244$260,3270.01%
396VANGUARD TAX-MANAGED FDS9219438585,404$258,4190.01%
397SELECT SECTOR SPDR TR81369Y3083,261$256,3470.01%
398BLOCK INCBSQKZ3,010$255,8200.01%
399INTUITIVE SURGICAL INCISRG490$255,7600.01%
400BLACKROCK INCBLK247$253,2020.01%
401ISHARES TR4642898674,409$252,7240.01%
402BLACKROCK FLOATING RATE INCOBLK18,324$251,9550.01%
403UNION PAC CORPUNP1,090$248,5640.01%
404TRANE TECHNOLOGIES PLCTT665$245,6180.01%
405PARKER-HANNIFIN CORPPH385$244,8720.01%
406CTO RLTY GROWTH INC NEW22948Q10112,375$243,9110.01%
407ENBRIDGE INCENNPF5,746$243,8030.01%
408ISHARES TR46435G5163,162$240,7550.01%
409VANGUARD INDEX FDS9229086111,200$237,8160.01%
410ISHARES TR4642875073,805$237,0900.01%
411NEXPOINT REAL ESTATE FIN INCNREF-PA15,012$235,5380.01%
412WASTE MGMT INC DEL94106L1091,167$235,4890.01%
413BOEING COBA-PA1,321$233,8170.01%
414EATON CORP PLCETN699$231,9770.01%
415FASTENAL COFAST3,224$231,8380.01%
416ELEVANCE HEALTH INCELV627$231,3000.01%
417SHELL PLCRYDAF3,666$229,6750.01%
418TAIWAN SEMICONDUCTOR MFG LTD8740391001,148$226,7190.01%
419VANGUARD INDEX FDS9229085121,400$226,4780.01%
420JOINT CORPJYNT21,145$224,7710.01%
421FIDELITY COVINGTON TRUST3160928404,500$224,7300.01%
422DIMENSIONAL ETF TRUST25434V5003,444$224,1360.01%
423SELECT SECTOR SPDR TR81369Y5062,609$223,4870.01%
424INTEL CORPINTC11,114$222,8440.01%
425DIMENSIONAL ETF TRUST25434V7086,430$222,4140.01%
426FIRSTENERGY CORPFE5,570$221,5750.01%
427OTIS WORLDWIDE CORPOTIS2,383$220,6900.01%
428STRYKER CORPORATIONSYK604$217,4700.01%
429NOVO-NORDISK A SNONOF2,486$213,8460.01%
430INTERCONTINENTAL EXCHANGE IN45866F1041,418$211,2960.01%
431ISHARES TR464287101725$209,4160.01%
432BLACKROCK TAX MUNICPAL BD TRBLK12,975$209,1570.01%
433GENERAL DYNAMICS CORPGD781$205,7860.01%
434ISHARES TR46436E7182,032$203,8500.01%
435THERMO FISHER SCIENTIFIC INCTMO391$203,4100.01%
436SCHWAB STRATEGIC TR8085247636,791$201,6930.01%
437J P MORGAN EXCHANGE TRADED F46641Q6543,967$201,1670.01%
438VANGUARD INDEX FDS922908751809$194,3870.01%
439S&P GLOBAL INCSPGI389$193,7340.01%
440SHERWIN WILLIAMS COSHW562$191,0410.01%
441AMERICA MOVIL SAB DE CVAMXOF13,095$187,3890.01%
442DOUBLELINE INCOME SOLUTIONSDSL14,741$185,2940.01%
443PIMCO DYNAMIC INCOME FD72201Y10110,000$183,4000.01%
444EATON VANCE LTD DURATION INCETN18,611$181,8290.01%
445BURFORD CAP LTDBUR14,079$179,5070.01%
446NOVO-NORDISK A SNONOF2,073$178,3190.01%
447ABBVIE INCABBV991$176,1010.01%
448XCEL ENERGY INCXELLL2,600$175,5520.01%
449INVESCO EXCHANGE TRADED FD TIVZ1,000$175,2300.01%
450FISERV INCFISV851$174,8120.01%
451ASML HOLDING N VASMLF251$173,9630.01%
452ELEVANCE HEALTH INCELV447$164,8980.01%
453OAKTREE SPECIALTY LENDING COOCSL10,559$161,3420.01%
454NOV INCNOV10,658$155,6070.01%
455CISCO SYS INCCSCO2,625$155,4000.01%
456VANGUARD INTL EQUITY INDEX F9220428583,328$146,5650.01%
457SCHWAB STRATEGIC TR8085248057,806$144,4110.01%
458ABBOTT LABSABLZF1,276$144,3280.01%
459PIMCO INCOME STRATEGY FD II72201J10419,166$142,7900.01%
460SPDR SER TR78464A7631,050$138,7050.01%
461CINTAS CORPCTAS745$136,1120.01%
462PENNANTPARK FLOATING RATE CAPFLT12,393$135,4550.01%
463ADOBE INCADBE304$135,1830.01%
464BOOKING HOLDINGS INCBKNG27$134,1470.01%
465VANECK ETF TRUST92189F3875,911$132,8790.01%
466PIMCO DYNAMIC INCOME OPRNTS69355M1079,579$130,1790.00%
467ISHARES TR46434V6475,393$129,2700.00%
468BANK NEW YORK MELLON CORP0640581001,666$127,9990.00%
469TJX COS INC NEW8725401091,006$121,5350.00%
470UNION PAC CORPUNP531$121,1050.00%
471RTX CORPORATIONRTX1,042$120,5800.00%
472ULTA BEAUTY INCULTA275$119,6060.00%
473COMCAST CORP NEWCCZ3,177$119,2330.00%
474DOUBLELINE INCOME SOLUTIONSDSL9,193$115,5560.00%
475INVESCO CALIF VALUE MUN INCOIVZ10,446$114,2790.00%
476BLACKROCK TAX MUNICPAL BD TRBLK6,992$112,7110.00%
477STARBUCKS CORPSBUX1,217$111,0510.00%
478AUTOMATIC DATA PROCESSING INADP378$110,6520.00%
479NUVEEN AMT FREE QLTY MUN INCNU9,756$110,0480.00%
480NUVEEN MUN HIGH INCOME OPPORNU10,000$108,1000.00%
481SCHWAB STRATEGIC TR8085246074,040$104,4740.00%
482FORTINET INCFTNT1,087$102,7000.00%
483MATTERPORT INC57709610020,876$98,9520.00%
484SCHWAB STRATEGIC TR8085246073,783$97,8280.00%
485PAYCOM SOFTWARE INCPAYC454$93,0560.00%
486ISHARES TR46434V6473,861$92,5480.00%
487INTUITINTU144$90,5040.00%
488BLACKSTONE INCBX516$88,9690.00%
489MCDONALDS CORPMCD305$88,4160.00%
490SCHWAB STRATEGIC TR8085248054,725$87,4130.00%
491MSCI INCMSCI140$84,0010.00%
492VANGUARD INDEX FDS922908769289$83,7550.00%
493COPART INCCPRT1,451$83,2730.00%
494NIKE INCNKE1,100$83,2370.00%
495MERCK & CO INCMRK828$82,3690.00%
496VANGUARD INDEX FDS922908363150$80,8220.00%
497VANECK ETF TRUST92189F5932,639$79,9490.00%
498AT&T INCT-PC3,507$79,8540.00%
499THERMO FISHER SCIENTIFIC INCTMO152$79,0750.00%
500AMERICAN EXPRESS COAXP260$77,1650.00%