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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 Q1 2025 · Filed May 8, 2025 · Accession 0001086763-25-000007

Total Value
$2.46B
Positions
572
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,010,480$379.3M15.45%
2ISHARES TR464287200244,963$137.6M5.61%
3VANECK ETF TRUST92189F643996,094$87.7M3.57%
4J P MORGAN EXCHANGE TRADED F46641Q3321,313,176$75.0M3.06%
5ALPHABET INCGOOG458,499$71.6M2.92%
6ISHARES TR46432F842922,865$69.8M2.84%
7APPLE INCAAPL294,048$65.3M2.66%
8AMAZON COM INCAMZN316,587$60.2M2.45%
9BERKSHIRE HATHAWAY INC DELBRK-A106,070$56.5M2.30%
10GOLDMAN SACHS ETF TRNVGLF457,137$50.3M2.05%
11ISHARES TR464287499462,761$39.4M1.60%
12GOLDMAN SACHS ETF TRNVGLF544,005$34.5M1.41%
13INVESCO EXCHANGE TRADED FD TIVZ898,679$34.0M1.39%
14GOLDMAN SACHS ETF TRNVGLF822,823$29.3M1.19%
15ISHARES INC46434G103542,826$29.3M1.19%
16ISHARES TR464288356504,102$28.4M1.16%
17ISHARES TR464287226280,565$27.8M1.13%
18JPMORGAN CHASE & CO.VYLD109,989$27.0M1.10%
19ISHARES TR46428720047,609$26.8M1.09%
20INVESCO EXCH TRADED FD TR IIIVZ1,074,624$25.6M1.04%
21UNITED PARCEL SERVICE INCUPS201,531$22.2M0.90%
22MASTERCARD INCORPORATEDMA39,884$21.9M0.89%
23ISHARES TR464287655107,278$21.4M0.87%
24J P MORGAN EXCHANGE TRADED F46641Q126432,530$20.8M0.85%
25ISHARES GOLD TRIAU351,617$20.7M0.84%
26ISHARES TR46428761455,650$20.1M0.82%
27NVIDIA CORPORATIONNVDA183,480$19.9M0.81%
28PHILIP MORRIS INTL INC718172109123,362$19.6M0.80%
29ADVANCED MICRO DEVICES INCAMD179,789$18.5M0.75%
30QUALCOMM INCQCOM115,536$17.7M0.72%
31UBER TECHNOLOGIES INCUBER219,640$16.0M0.65%
32SCHWAB CHARLES CORPSCHW-PJ201,606$15.8M0.64%
33SSGA ACTIVE ETF TR78467V608375,556$15.4M0.63%
34WISDOMTREE TRWT346,554$15.1M0.61%
35AMPHENOL CORP NEW032095101225,779$14.8M0.60%
36ISHARES TR464287440153,606$14.6M0.60%
37CENCORA INCCOR50,151$13.9M0.57%
38COSTCO WHSL CORP NEW22160K10514,450$13.7M0.56%
39INVESCO EXCHANGE TRADED FD TIVZ77,665$13.5M0.55%
40SSGA ACTIVE ETF TR78467V400295,738$13.3M0.54%
41SUNCOR ENERGY INC NEWSU320,799$12.4M0.51%
42UNITEDHEALTH GROUP INCUNH23,603$12.4M0.50%
43APPLIED MATLS INC03822210584,863$12.3M0.50%
44META PLATFORMS INCMETA20,774$12.0M0.49%
45UNITED PARCEL SERVICE INCUPS104,024$11.4M0.47%
46SPDR S&P 500 ETF TRSPY20,169$11.3M0.46%
47J P MORGAN EXCHANGE TRADED F46641Q332189,693$10.8M0.44%
48ISHARES TR46428715088,745$10.8M0.44%
49ASTRAZENECA PLCAZN145,205$10.7M0.43%
50CANADIAN PACIFIC KANSAS CITYCP141,919$10.0M0.41%
51ACCENTURE PLC IRELANDACN31,197$9.7M0.40%
52GOLDMAN SACHS ETF TRNVGLF270,985$9.0M0.37%
53LOWES COS INC54866110737,731$8.8M0.36%
54CME GROUP INCCME31,033$8.2M0.34%
55ISHARES TR46428722682,664$8.2M0.33%
56COLUMBIA ETF TR II19762B202269,688$8.0M0.32%
57ALPHABET INCGOOG49,869$7.8M0.32%
58FORTINET INCFTNT79,158$7.6M0.31%
59JOHNSON & JOHNSONJNJ45,612$7.6M0.31%
60ISHARES TR46436E71870,557$7.1M0.29%
61MICROSOFT CORPMSFT18,353$6.9M0.28%
62CINTAS CORPCTAS32,824$6.7M0.27%
63ISHARES TR46432F33939,061$6.7M0.27%
64BROOKFIELD CORP11271J107126,314$6.6M0.27%
65VANECK ETF TRUST92189F64371,814$6.3M0.26%
66VANGUARD INDEX FDS92290836312,245$6.3M0.26%
67GOLDMAN SACHS ETF TRNVGLF56,984$6.3M0.26%
68PROLOGIS INC.PLDGP54,922$6.1M0.25%
69ISHARES TR46428724256,304$6.1M0.25%
70SERVICENOW INCNOW7,596$6.0M0.25%
71PAYCOM SOFTWARE INCPAYC27,616$6.0M0.25%
72BERKSHIRE HATHAWAY INC DELBRK-A10,930$5.8M0.24%
73EXXON MOBIL CORPXOM48,765$5.8M0.24%
74DISNEY WALT CO25468710657,506$5.7M0.23%
75GOLDMAN SACHS ETF TRNVGLF156,425$5.6M0.23%
76VEEVA SYS INCVEEV24,033$5.6M0.23%
77AMAZON COM INCAMZN29,105$5.5M0.23%
78AON PLCAON13,665$5.5M0.22%
79ISHARES TR46432F84270,976$5.4M0.22%
80INTUITINTU8,580$5.3M0.21%
81ISHARES TR46428748144,116$5.2M0.21%
82LINDE PLCLIN11,030$5.1M0.21%
83ISHARES TR46428761413,896$5.0M0.20%
84MERCADOLIBRE INCMELI2,558$5.0M0.20%
85ADOBE INCADBE12,839$4.9M0.20%
86BURFORD CAP LTDBUR370,962$4.9M0.20%
87BERKSHIRE HATHAWAY INC DELBRK-A6$4.8M0.20%
88LULULEMON ATHLETICA INCLULU16,832$4.8M0.19%
89TEXAS INSTRS INC88250810426,511$4.8M0.19%
90S&P GLOBAL INCSPGI9,291$4.7M0.19%
91LABCORP HOLDINGS INCLH19,947$4.6M0.19%
92BOOKING HOLDINGS INCBKNG1,006$4.6M0.19%
93NEXTERA ENERGY INCNEE-PW63,286$4.5M0.18%
94MSCI INCMSCI7,841$4.4M0.18%
95VISA INCV12,612$4.4M0.18%
96INVESCO EXCHANGE TRADED FD TIVZ115,095$4.4M0.18%
97CHEVRON CORP NEWCVX25,631$4.3M0.17%
98ASML HOLDING N VASMLF6,398$4.2M0.17%
99ALPHABET INCGOOG27,109$4.2M0.17%
100APPLE INCAAPL18,871$4.2M0.17%
101CISCO SYS INCCSCO67,395$4.2M0.17%
102DANAHER CORPORATION23585110220,269$4.2M0.17%
103SUNCOR ENERGY INC NEWSU104,720$4.1M0.17%
104MONOLITHIC PWR SYS INC6098391056,977$4.0M0.16%
105REXFORD INDL RLTY INC76169C100101,887$4.0M0.16%
106COPART INCCPRT69,470$3.9M0.16%
107ISHARES TR46428986767,583$3.9M0.16%
108REALTY INCOME CORPO66,797$3.9M0.16%
109COSTAR GROUP INCCSGP47,987$3.8M0.15%
110ZOETIS INCZTS22,976$3.8M0.15%
111ULTA BEAUTY INCULTA10,281$3.8M0.15%
112ISHARES TR46428746545,946$3.8M0.15%
113IDEXX LABS INC45168D1048,339$3.5M0.14%
114VANGUARD INDEX FDS92290855337,479$3.4M0.14%
115HOME DEPOT INCHD9,218$3.4M0.14%
116GOLDMAN SACHS ETF TRNVGLF53,019$3.4M0.14%
117T ROWE PRICE ETF INC87283Q10786,642$3.3M0.13%
118ARISTA NETWORKS INCANET41,672$3.2M0.13%
119ISHARES TR46428749937,948$3.2M0.13%
120ISHARES TR46434V62151,150$3.2M0.13%
121VANECK ETF TRUST92189F387139,026$3.1M0.13%
122INVESCO EXCH TRADED FD TR IIIVZ133,760$3.1M0.13%
123BARCLAYS BANK PLCVXZ85,876$3.0M0.12%
124ISHARES TR46428765514,623$2.9M0.12%
125J P MORGAN EXCHANGE TRADED F46641Q12659,487$2.9M0.12%
126EDWARDS LIFESCIENCES CORPEW38,302$2.8M0.11%
127ISHARES TR46436E71827,558$2.8M0.11%
128ISHARES INC46434G10350,197$2.7M0.11%
129BERKSHIRE HATHAWAY INC DELBRK-A5,055$2.7M0.11%
130PFIZER INCPFE105,651$2.7M0.11%
131BLACKROCK INCBLK2,760$2.6M0.11%
132CENCORA INCCOR9,392$2.6M0.11%
133GILEAD SCIENCES INCGILD23,101$2.6M0.11%
134JPMORGAN CHASE & CO.VYLD10,506$2.6M0.10%
135SCHWAB STRATEGIC TR808524201115,392$2.5M0.10%
136JANUS DETROIT STR TR47103U84547,307$2.4M0.10%
137J P MORGAN EXCHANGE TRADED F46641Q83747,381$2.4M0.10%
138MASTERCARD INCORPORATEDMA4,192$2.3M0.09%
139SSGA ACTIVE ETF TR78467V60855,792$2.3M0.09%
140ISHARES TR46428730924,472$2.3M0.09%
141ISHARES TR46434V45656,139$2.2M0.09%
142UBER TECHNOLOGIES INCUBER30,132$2.2M0.09%
143FLEXSHARES TRFLEX30,860$2.1M0.09%
144NVIDIA CORPORATIONNVDA19,392$2.1M0.09%
145PHILLIPS EDISON & CO INCPECO56,710$2.1M0.08%
146BROOKFIELD INFRAST PARTNERSG1625210169,402$2.1M0.08%
147ISHARES TR46428748117,302$2.0M0.08%
148NUVEEN CALIFORNIA MUNI VLU FNU232,406$2.0M0.08%
149PFIZER INCPFE79,184$2.0M0.08%
150REGENERON PHARMACEUTICALSREGN3,103$2.0M0.08%
151VANGUARD INDEX FDS9229086297,583$2.0M0.08%
152INVESCO QQQ TRIVZ3,896$1.8M0.07%
153BRITISH AMERN TOB PLC11044810744,070$1.8M0.07%
154UNITEDHEALTH GROUP INCUNH3,439$1.8M0.07%
155ALPHABET INCGOOG11,620$1.8M0.07%
156BROADCOM INCAVGO10,686$1.8M0.07%
157ISHARES TR46428723440,899$1.8M0.07%
158ALPS ETF TR00162Q34668,104$1.8M0.07%
159LIBERTY MEDIA CORP DELFWONB21,599$1.8M0.07%
160GOLDMAN SACHS ETF TRNVGLF51,593$1.7M0.07%
161JOINT CORPJYNT136,759$1.7M0.07%
162PROCTER AND GAMBLE CO7427181099,829$1.7M0.07%
163STARBUCKS CORPSBUX16,840$1.7M0.07%
164ELI LILLY & COLLY1,974$1.6M0.07%
165TANDY LEATHER FACTORY INCTLF560,237$1.6M0.07%
166ABBVIE INCABBV7,750$1.6M0.07%
167J P MORGAN EXCHANGE TRADED F46641Q65431,250$1.6M0.06%
168SCHWAB CHARLES CORPSCHW-PJ19,820$1.6M0.06%
169CME GROUP INCCME5,684$1.5M0.06%
170MEDTRONIC PLCMDT16,381$1.5M0.06%
171BLOOM ENERGY CORPBE74,514$1.5M0.06%
172AMPHENOL CORP NEW03209510122,242$1.5M0.06%
173VANECK ETF TRUST92189H73043,137$1.4M0.06%
174VANECK ETF TRUST92189F59342,379$1.4M0.06%
175VANGUARD INDEX FDS9229087695,035$1.4M0.06%
176ISHARES TR46428887723,475$1.4M0.06%
177PIMCO DYNAMIC INCOME STRATEGPDX55,227$1.4M0.06%
178ISHARES TR46428745716,169$1.3M0.05%
179WALMART INCWMT15,190$1.3M0.05%
180DUPONT DE NEMOURS INCDD17,631$1.3M0.05%
181ISHARES TR46428835623,360$1.3M0.05%
182LOWES COS INC5486611075,631$1.3M0.05%
183SPDR GOLD TRGLD4,553$1.3M0.05%
184TJX COS INC NEW87254010910,768$1.3M0.05%
185ORACLE CORPORCL-PD9,335$1.3M0.05%
186COLUMBIA ETF TR II19762B20244,119$1.3M0.05%
187ALTRIA GROUP INCMO21,440$1.3M0.05%
188TESLA INCTSLA4,906$1.3M0.05%
189APPLIED MATLS INC0382221058,667$1.3M0.05%
190ISHARES TR46428888512,529$1.3M0.05%
191NEXTERA ENERGY INCNEE-PW17,173$1.2M0.05%
192ISHARES TR46428724211,044$1.2M0.05%
193BROOKFIELD CORP11271J10722,592$1.2M0.05%
194ISHARES GOLD TRIAU19,902$1.2M0.05%
195SSGA ACTIVE ETF TR78467V40026,074$1.2M0.05%
196READY CAPITAL CORPRC-PE220,656$1.1M0.05%
197ISHARES TR4642874085,890$1.1M0.05%
198ISHARES TR46428750719,044$1.1M0.05%
199ISHARES TR46428841410,522$1.1M0.05%
200SUNCOR ENERGY INC NEWSU28,543$1.1M0.05%
201ALEXANDRIA REAL ESTATE EQ IN01527110911,805$1.1M0.04%
202ISHARES TR46432F3396,084$1.0M0.04%
203RTX CORPORATIONRTX7,823$1.0M0.04%
204SCHWAB STRATEGIC TR80852420146,312$1.0M0.04%
205ABBOTT LABSABLZF7,660$1.0M0.04%
206ISHARES TR4642878049,636$1.0M0.04%
207WELLS FARGO CO NEW949746804838$1.0M0.04%
208ISHARES TR4642874737,970$1.0M0.04%
209SELECT SECTOR SPDR TR81369Y60519,785$985,5010.04%
210MICROSTRATEGY INCSTRK3,377$973,4880.04%
211ISHARES TR4642871507,946$969,4910.04%
212INVESCO EXCH TRADED FD TR IIIVZ40,461$964,9950.04%
213ISHARES TR4642888859,608$960,8000.04%
214AT&T INCT-PC33,843$957,0750.04%
215ISHARES TR46434V40722,255$946,2770.04%
216ISHARES TR46428887715,968$941,1540.04%
217AON PLCAON2,358$941,0540.04%
218ALLIANCEBERNSTEIN HLDG L P01881G10624,500$938,5950.04%
219MERCK & CO INCMRK10,425$935,7670.04%
220CME GROUP INCCME3,500$928,5150.04%
221MOLINA HEALTHCARE INCMOH2,814$926,9030.04%
222ASTRAZENECA PLCAZN12,450$915,0750.04%
223ISHARES TR4642875984,862$914,7980.04%
224ISHARES TR4642888027,950$913,2170.04%
225LOCKHEED MARTIN CORPLMT2,024$904,1990.04%
226META PLATFORMS INCMETA1,524$878,3730.04%
227PIMCO ETF TR72201R7759,287$858,7690.03%
228BARCLAYS BANK PLCVXZ23,865$842,6730.03%
229INTERNATIONAL BUSINESS MACHSINTR3,377$839,7610.03%
230ISHARES TR4642873099,011$836,4910.03%
231PALANTIR TECHNOLOGIES INCPLTR9,813$828,2170.03%
232AMERICAN EXPRESS COAXP3,064$824,4370.03%
233TEXAS INSTRS INC8825081044,573$821,7680.03%
234AMGEN INCAMGN2,610$813,1390.03%
235PEPSICO INCPEP5,389$808,0270.03%
236LINDE PLCLIN1,670$777,6190.03%
237DOW INCDOW22,210$775,5730.03%
238CANADIAN PACIFIC KANSAS CITYCP10,910$765,9910.03%
239VISA INCV2,165$758,7460.03%
240NATURAL RESOURCE PARTNERS L63900P6087,240$752,2360.03%
241NUVEEN CA QUALTY MUN INCOMENU66,691$749,6070.03%
242COLUMBIA ETF TR I19761L50841,639$744,5090.03%
243ISHARES TR46435G34233,143$743,7260.03%
244MCDONALDS CORPMCD2,351$734,3820.03%
245COSTCO WHSL CORP NEW22160K105772$730,1420.03%
246PIMCO DYNAMIC INCOME FD72201Y10135,965$712,1070.03%
247CATERPILLAR INCCAT2,136$704,4530.03%
248VERIZON COMMUNICATIONS INCVZ15,331$695,4350.03%
249ISHARES TR4642874658,457$691,1910.03%
250VANGUARD ADMIRAL FDS INC9219328287,154$690,4330.03%
251HONEYWELL INTL INC4385161063,254$689,1220.03%
252LABCORP HOLDINGS INCLH2,873$668,6620.03%
253EXXON MOBIL CORPXOM5,597$665,6510.03%
254DELTA AIR LINES INC DELDAL15,150$660,5400.03%
255ISHARES TR4642876482,581$659,5230.03%
256PHILIP MORRIS INTL INC7181721094,147$658,2530.03%
257SELECT SECTOR SPDR TR81369Y4073,288$649,2480.03%
258BOEING COBA-PA3,803$648,6020.03%
259BANK AMERICA CORP060505682520$641,9760.03%
260ISHARES TR4642876304,247$641,2490.03%
261NORTHROP GRUMMAN CORPNOC1,240$634,9930.03%
262ASTRAZENECA PLCAZN8,542$627,8370.03%
263VANGUARD INDEX FDS9229087361,693$627,7980.03%
264ONEOK INC NEWOKE6,316$626,7120.03%
265ISHARES SILVER TRSLV20,171$625,0990.03%
266DANAHER CORPORATION2358511023,035$622,1750.03%
267ISHARES TR4642884145,873$619,2490.03%
268ISHARES TR46434V28210,681$618,2160.03%
269SELECT SECTOR SPDR TR81369Y7044,648$609,2530.02%
270ISHARES TR4642874734,809$605,7280.02%
271VANGUARD SPECIALIZED FUNDS9219088443,119$605,0550.02%
272ISHARES TR4642876482,368$605,0450.02%
273PUBLIC STORAGE OPER COPSA-PS2,015$603,0690.02%
274THERMO FISHER SCIENTIFIC INCTMO1,199$596,6220.02%
275SHERWIN WILLIAMS COSHW1,705$595,5250.02%
276MORGAN STANLEYMS-PQ5,054$589,6600.02%
277BROWN FORMAN CORPBF-B17,356$589,0630.02%
278PACCAR INCPCAR6,000$584,2200.02%
279ACCENTURE PLC IRELANDACN1,839$573,8420.02%
280WEBSTER FINL CORP94789010911,003$567,2050.02%
281ISHARES TR4642888109,290$559,1650.02%
282GLOBAL X FDS37954Y47513,915$549,5030.02%
283INVESCO EXCHANGE TRADED FD TIVZ8,269$548,5650.02%
284PEPSICO INCPEP3,535$530,0590.02%
285RIVERNORTH DOUBLELINE STRATEOPP-PC61,339$526,2890.02%
286PIMCO CALIF MUN INCOME FD72200N10659,311$524,9020.02%
287XCEL ENERGY INCXELLL7,411$524,6250.02%
288JOHNSON & JOHNSONJNJ3,143$521,2350.02%
289WISDOMTREE TRWT11,991$520,7690.02%
290NETFLIX INCNFLX551$513,8240.02%
291SELECT SECTOR SPDR TR81369Y8032,445$504,8440.02%
292WILLIAMS COS INC9694571008,427$503,5710.02%
293SSGA ACTIVE ETF TR78467V84812,431$500,8450.02%
294ISHARES TR4642887603,223$493,4490.02%
295COCA COLA COKO6,793$486,5060.02%
296EMERSON ELEC COEMR4,435$486,2530.02%
297ISHARES TR46432F3962,404$485,9210.02%
298CROWDSTRIKE HLDGS INCCRWD1,377$485,5030.02%
299COSTAR GROUP INCCSGP6,105$483,6990.02%
300WASTE MGMT INC DEL94106L1092,080$481,6420.02%
301QUALCOMM INCQCOM3,099$476,0370.02%
302COMCAST CORP NEWCCZ12,853$474,2730.02%
303PARKER-HANNIFIN CORPPH770$468,0450.02%
304REPUBLIC SVCS INC7607591001,903$460,8300.02%
305CHEVRON CORP NEWCVX2,754$460,7260.02%
306REXFORD INDL RLTY INC76169C10011,765$460,6000.02%
307KONINKLIJKE PHILIPS N VRYLPF18,050$458,4700.02%
308PROLOGIS INC.PLDGP4,032$450,7370.02%
309BANK NEW YORK MELLON CORP0640581005,358$449,3750.02%
310DISNEY WALT CO2546871064,509$445,0380.02%
311DIMENSIONAL ETF TRUST25434V83113,388$443,6780.02%
312AGNC INVT CORP00123Q10445,946$440,1630.02%
313ISHARES TR46434V45611,030$437,7810.02%
314TARGET CORPTGT4,195$437,7460.02%
315MCKESSON CORPMCK640$430,7140.02%
316KAYNE ANDERSON ENERGY INFRST48660610633,233$426,3790.02%
317YUM BRANDS INCYUM2,707$425,9990.02%
318BERKSHIRE HATHAWAY INC DELBRK-A3,000$425,1750.02%
319BROADCOM INCAVGO2,530$423,5980.02%
320ISHARES TR4642874404,423$421,8220.02%
321ROCKWELL AUTOMATION INCROK1,622$419,1620.02%
322ISHARES TR4642888287,850$414,4800.02%
323ISHARES TR4642874082,161$411,8430.02%
324VANGUARD WHITEHALL FDS9219464063,193$411,7690.02%
325VANGUARD INTL EQUITY INDEX F9220427423,551$411,7380.02%
326INGERSOLL RAND INCIR5,107$408,7130.02%
327ISHARES TR46434V2826,951$402,3240.02%
328GE AEROSPACE3696043012,010$402,3020.02%
329ROCKWELL AUTOMATION INCROK1,532$395,8380.02%
330RLI CORPRLI4,910$394,4200.02%
331SCHWAB STRATEGIC TR80852479713,797$385,7640.02%
332ELI LILLY & COLLY464$383,2220.02%
333ISHARES TR4642876302,520$380,4700.02%
334CANADIAN NATL RY CO1363751023,896$379,7040.02%
335BERKSHIRE HATHAWAY INC DELBRK-A3,000$379,5000.02%
336SERVICENOW INCNOW471$374,9820.02%
337SPDR SER TR78464A6312,330$374,4350.02%
338ISHARES TR46434V2906,021$374,2650.02%
339BANK AMERICA CORP0605051048,844$369,0480.02%
340MONDELEZ INTL INC6092071055,374$364,6260.01%
341PROCTER AND GAMBLE CO7427181092,122$361,6310.01%
342SONY GROUP CORPSNEJF14,195$360,4110.01%
343ALPHABET INCGOOG2,329$360,1570.01%
344TANDY LEATHER FACTORY INCTLF123,712$358,7650.01%
345WALMART INCWMT4,073$357,5690.01%
346DEERE & CODE759$356,1260.01%
347SALESFORCE INCCRM1,324$355,3090.01%
348SEMPRASREA4,936$352,2650.01%
349ALPS ETF TR00162Q4526,726$349,3620.01%
350ENTERPRISE PRODS PARTNERS L29379210710,060$343,4420.01%
351WEC ENERGY GROUP INCWEC3,056$333,0430.01%
352VANGUARD SCOTTSDALE FDS92206C4094,215$332,7320.01%
353INVESCO EXCHANGE TRADED FD TIVZ7,022$332,7020.01%
354RENTOKIL INITIAL PLCRKLIF14,500$332,0500.01%
355ISHARES TR4642885703,233$331,0880.01%
356ISHARES TR4642885134,179$329,6810.01%
357TCW STRATEGIC INCOME FD INC87234010467,390$327,5150.01%
358ENTERPRISE FINL SVCS CORP2937121055,870$315,4540.01%
359LIBERTY GLOBAL LTDLBTYK26,850$309,0440.01%
360HOME DEPOT INCHD823$301,6210.01%
361SHOPIFY INCSHOP3,140$299,8070.01%
362ISHARES TR46435G5163,664$299,3120.01%
363ISHARES TR4642888022,560$294,0670.01%
364ISHARES TR4642875153,257$289,8400.01%
365KINDER MORGAN INC DELEP-PC10,053$286,8200.01%
366HONEYWELL INTL INC4385161061,351$286,0740.01%
367CITIGROUP INCC-PR4,008$284,5190.01%
368GLOBAL X FDS37954Y4757,055$278,6020.01%
369LENNAR CORPLEN-B2,546$277,6920.01%
370PIMCO DYNAMIC INCOME OPRNTS69355M10720,000$277,6000.01%
371ISHARES TR46434V6214,417$272,8820.01%
372EXCHANGE TRADED CONCEPTS TRU3015057075,211$268,3670.01%
373INVESCO EXCH TRADED FD TR IIIVZ5,339$268,1720.01%
374FIDELITY COVINGTON TRUST3160928081,657$267,2240.01%
375CORTEVA INCCTVA4,229$266,1310.01%
376JOINT CORPJYNT21,145$264,1010.01%
377BLACKSTONE INCBX1,887$263,7040.01%
378ELEVANCE HEALTH INCELV605$263,1510.01%
379ANALOG DEVICES INCADI1,297$261,4910.01%
380VANGUARD TAX-MANAGED FDS9219438585,099$259,1820.01%
381BRISTOL-MYERS SQUIBB COCELG-RI4,227$257,7910.01%
382SYSCO CORPSYY3,410$255,8860.01%
383SHELL PLCRYDAF3,471$254,3700.01%
384ISHARES TR4642898674,409$253,8260.01%
385VANECK ETF TRUST92189H7307,607$249,4340.01%
386GOLDMAN SACHS GROUP INCGSCE454$248,2840.01%
387FASTENAL COFAST3,200$248,1600.01%
388NORTHROP GRUMMAN CORPNOC478$244,5280.01%
389INTERCONTINENTAL EXCHANGE IN45866F1041,411$243,3980.01%
390INTUITIVE SURGICAL INCISRG490$242,6820.01%
391APPFOLIO INCAPPF1,098$241,4500.01%
392ENBRIDGE INCENNPF5,429$240,5590.01%
393PARKER-HANNIFIN CORPPH394$239,4930.01%
394CTO RLTY GROWTH INC NEW22948Q10112,375$238,9610.01%
395SELECT SECTOR SPDR TR81369Y5062,509$234,4660.01%
396PNC FINL SVCS GROUP INC6934751051,311$230,4340.01%
397INTEL CORPINTC10,114$229,6980.01%
398NIKE INCNKE3,610$229,1630.01%
399INVESCO EXCHANGE TRADED FD TIVZ1,321$228,8370.01%
400LAM RESEARCH CORPLRCX3,103$225,5560.01%
401FIRSTENERGY CORPFE5,570$225,1390.01%
402CINTAS CORPCTAS1,094$224,8500.01%
403STRYKER CORPORATIONSYK604$224,8390.01%
404VANGUARD INDEX FDS9229085121,400$224,7560.01%
405TRANE TECHNOLOGIES PLCTT665$224,0520.01%
406VANGUARD INDEX FDS9229086111,200$223,5480.01%
407FIDELITY COVINGTON TRUST3160928404,500$223,2000.01%
408SPDR S&P 500 ETF TRSPY394$220,4000.01%
409ORACLE CORPORCL-PD1,574$220,0610.01%
410OTIS WORLDWIDE CORPOTIS2,125$219,3000.01%
411DISCOVER FINL SVCS2547091081,250$213,3750.01%
412CONOCOPHILLIPSCOP2,030$213,1820.01%
413DIMENSIONAL ETF TRUST25434V7086,430$212,1260.01%
414UNION PAC CORPUNP887$209,5450.01%
415SELECT SECTOR SPDR TR81369Y3082,561$209,1570.01%
416ISHARES TR464287101761$206,1020.01%
417DIMENSIONAL ETF TRUST25434V5003,444$205,7790.01%
418PIMCO DYNAMIC INCOME FD72201Y10110,000$198,0000.01%
419KEYSIGHT TECHNOLOGIES INCKEYS1,314$196,7980.01%
420PACKAGING CORP AMER695156109992$196,4360.01%
421AUTOMATIC DATA PROCESSING INADP642$196,1500.01%
422ELEVANCE HEALTH INCELV447$194,4270.01%
423VANGUARD INDEX FDS9229085532,098$189,9530.01%
424ASML HOLDING N VASMLF285$188,8500.01%
425FISERV INCFISV851$187,9260.01%
426AMERICA MOVIL SAB DE CVAMXOF13,095$186,2110.01%
427BURFORD CAP LTDBUR14,079$185,9840.01%
428DOUBLELINE INCOME SOLUTIONSDSL14,741$185,8840.01%
429EATON VANCE LIMITED DURATIONETN18,611$185,7380.01%
430XCEL ENERGY INCXELLL2,600$184,0540.01%
431BOEING COBA-PA1,076$183,5120.01%
432S&P GLOBAL INCSPGI357$181,3920.01%
433SHERWIN WILLIAMS COSHW507$177,0390.01%
434FORTINET INCFTNT1,818$175,0010.01%
435ISHARES TR46435G5162,008$164,0340.01%
436NOVO-NORDISK A SNONOF2,353$163,3920.01%
437BLACKROCK INCBLK172$162,7950.01%
438NOV INCNOV10,658$162,2150.01%
439OAKTREE SPECIALTY LENDING COOCSL10,559$162,1860.01%
440BOOKING HOLDINGS INCBKNG35$161,2420.01%
441SIMON PPTY GROUP INC NEW828806109960$159,4370.01%
442J P MORGAN EXCHANGE TRADED F46641Q6543,101$157,6860.01%
443PAYCOM SOFTWARE INCPAYC710$155,1210.01%
444SCHWAB STRATEGIC TR8085248057,806$154,4030.01%
445WASTE MGMT INC DEL94106L109661$153,0280.01%
446ADOBE INCADBE397$152,2610.01%
447ISHARES INC46434G8634,275$149,4110.01%
448PIMCO INCOME STRATEGY FD II72201J10419,405$146,3120.01%
449SPDR SER TR78464A7631,050$142,4640.01%
450VANGUARD INTL EQUITY INDEX F9220428583,128$141,5730.01%
451RTX CORPORATIONRTX1,057$140,0100.01%
452BANK NEW YORK MELLON CORP0640581001,666$139,7270.01%
453ALPS ETF TR00162Q3465,391$139,5460.01%
454PENNANTPARK FLOATING RATE CAPFLT12,393$138,6780.01%
455CISCO SYS INCCSCO2,225$137,3050.01%
456BLACKROCK FLOATING RATE INCOBLK10,599$136,9390.01%
457PIMCO DYNAMIC INCOME OPRNTS69355M1079,579$132,9570.01%
458ISHARES TR46434V6475,393$130,8340.01%
459ECOLAB INCECL516$130,8160.01%
460MERCADOLIBRE INCMELI67$130,7080.01%
461THERMO FISHER SCIENTIFIC INCTMO258$128,3810.01%
462ABBOTT LABSABLZF949$125,8850.01%
463TJX COS INC NEW8725401091,006$122,5310.00%
464STARBUCKS CORPSBUX1,223$119,9640.00%
465COPART INCCPRT2,055$116,2920.00%
466DOUBLELINE INCOME SOLUTIONSDSL9,193$115,9240.00%
467VEEVA SYS INCVEEV499$115,5830.00%
468NUVEEN MUN HIGH INCOME OPPORNU10,000$109,1000.00%
469ADVANCED MICRO DEVICES INCAMD1,040$106,8500.00%
470ABBVIE INCABBV491$102,8740.00%
471AT&T INCT-PC3,507$99,1780.00%
472ISHARES INC46434G8632,797$97,7550.00%
473UNION PAC CORPUNP409$96,6380.00%
474NOVO-NORDISK A SNONOF1,366$94,8550.00%
475ARISTA NETWORKS INCANET1,223$94,7580.00%
476EAGLE POINT CREDIT COMPANY IECCW11,602$93,9750.00%
477ISHARES TR46434V6473,861$93,6680.00%
478NUVEEN AMT FREE QLTY MUN INCNU8,361$93,6430.00%
479SCHWAB STRATEGIC TR8085248054,725$93,4610.00%
480MONOLITHIC PWR SYS INC609839105160$92,7970.00%
481ISHARES TR4642875071,587$92,6010.00%
482AUTOMATIC DATA PROCESSING INADP302$92,2700.00%
483VANECK ETF TRUST92189F3873,885$87,3740.00%
484ULTA BEAUTY INCULTA236$86,5030.00%
485LULULEMON ATHLETICA INCLULU288$81,5210.00%
486COMCAST CORP NEWCCZ2,202$81,2540.00%
487VANECK ETF TRUST92189F5932,407$80,0930.00%
488VANGUARD INDEX FDS922908769289$79,4290.00%
489VANGUARD INTL EQUITY INDEX F9220428581,706$77,2140.00%
490NUVEEN AMT FREE MUN CR INC FNU6,150$76,1370.00%
491ECOLAB INCECL300$76,0560.00%
492STRYKER CORPORATIONSYK204$75,9390.00%
493BLACKSTONE INCBX536$74,9220.00%
494SPDR SER TR78464A763550$74,6240.00%
495SYSCO CORPSYY942$70,6880.00%
496BANK AMERICA CORP06050568257$70,3700.00%
497MCDONALDS CORPMCD225$70,2830.00%
498AMERICAN EXPRESS COAXP260$69,9530.00%
499YUM BRANDS INCYUM427$67,1930.00%
500INTUITINTU107$65,6970.00%