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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 Q2 2025 · Filed August 14, 2025 · Accession 0001086763-25-000012

Total Value
$2.70B
Positions
566
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,003,490$499.1M18.51%
2ISHARES TR464287200246,612$153.1M5.68%
3ISHARES TR46432F842945,361$78.9M2.93%
4VANECK ETF TRUST92189F643829,071$77.8M2.88%
5ALPHABET INCGOOG435,463$77.2M2.86%
6J P MORGAN EXCHANGE TRADED F46641Q3321,290,711$73.4M2.72%
7AMAZON COM INCAMZN304,347$66.8M2.48%
8APPLE INCAAPL294,196$60.4M2.24%
9GOLDMAN SACHS ETF TRNVGLF440,980$53.5M1.98%
10BERKSHIRE HATHAWAY INC DELBRK-A103,788$50.4M1.87%
11ISHARES TR464287499468,879$43.1M1.60%
12GOLDMAN SACHS ETF TRNVGLF514,913$35.3M1.31%
13GOLDMAN SACHS ETF TRNVGLF883,356$35.0M1.30%
14INVESCO EXCHANGE TRADED FD TIVZ827,879$33.7M1.25%
15ISHARES INC46434G103542,640$32.6M1.21%
16ISHARES TR46428720050,472$31.3M1.16%
17JPMORGAN CHASE & CO.VYLD105,783$30.7M1.14%
18NVIDIA CORPORATIONNVDA186,364$29.4M1.09%
19ISHARES TR464288356503,933$28.1M1.04%
20ISHARES TR464287226278,631$27.6M1.02%
21ADVANCED MICRO DEVICES INCAMD180,736$25.6M0.95%
22ISHARES TR464287655108,839$23.5M0.87%
23J P MORGAN EXCHANGE TRADED F46641Q126468,806$22.3M0.83%
24INVESCO EXCH TRADED FD TR IIIVZ916,024$21.4M0.79%
25MASTERCARD INCORPORATEDMA37,768$21.2M0.79%
26ISHARES GOLD TRIAU327,194$20.4M0.76%
27AMPHENOL CORP NEW032095101204,693$20.2M0.75%
28ISHARES TR46428761447,532$20.2M0.75%
29PHILIP MORRIS INTL INC718172109108,463$19.8M0.73%
30UBER TECHNOLOGIES INCUBER198,074$18.5M0.69%
31QUALCOMM INCQCOM115,955$18.5M0.68%
32SCHWAB CHARLES CORPSCHW-PJ191,720$17.5M0.65%
33META PLATFORMS INCMETA21,444$15.8M0.59%
34SSGA ACTIVE ETF TR78467V608365,363$15.2M0.56%
35INVESCO EXCHANGE TRADED FD TIVZ80,746$14.7M0.54%
36COSTCO WHSL CORP NEW22160K10514,689$14.5M0.54%
37WISDOMTREE TRWT331,765$14.5M0.54%
38ISHARES TR464287440150,604$14.4M0.53%
39UNITED PARCEL SERVICE INCUPS140,103$14.1M0.52%
40SSGA ACTIVE ETF TR78467V400295,660$13.9M0.52%
41CENCORA INCCOR44,874$13.5M0.50%
42APPLIED MATLS INC03822210571,396$13.1M0.48%
43ISHARES TR46428715086,150$11.6M0.43%
44CANADIAN PACIFIC KANSAS CITYCP141,156$11.2M0.41%
45SUNCOR ENERGY INC NEWSU298,071$11.2M0.41%
46SPDR S&P 500 ETF TRSPY17,446$10.8M0.40%
47GOLDMAN SACHS ETF TRNVGLF279,826$10.4M0.39%
48MICROSOFT CORPMSFT19,441$9.7M0.36%
49LOWES COS INC54866110740,940$9.1M0.34%
50ASTRAZENECA PLCAZN129,403$9.0M0.34%
51ALPHABET INCGOOG50,526$9.0M0.33%
52ISHARES TR46432F33947,373$8.7M0.32%
53FORTINET INCFTNT78,891$8.3M0.31%
54ISHARES TR46428722682,916$8.2M0.31%
55JOHNSON & JOHNSONJNJ53,347$8.1M0.30%
56J P MORGAN EXCHANGE TRADED F46641Q332140,053$8.0M0.30%
57SERVICENOW INCNOW7,740$8.0M0.30%
58UNITED PARCEL SERVICE INCUPS77,196$7.8M0.29%
59ACCENTURE PLC IRELANDACN25,622$7.7M0.28%
60GOLDMAN SACHS ETF TRNVGLF61,421$7.5M0.28%
61DISNEY WALT CO25468710659,572$7.4M0.27%
62ISHARES TR46428748152,780$7.3M0.27%
63VANGUARD INDEX FDS92290836312,748$7.2M0.27%
64CINTAS CORPCTAS31,984$7.1M0.26%
65COLUMBIA ETF TR II19762B202204,235$7.0M0.26%
66CME GROUP INCCME25,148$6.9M0.26%
67VEEVA SYS INCVEEV24,061$6.9M0.26%
68INTUITINTU8,791$6.9M0.26%
69ISHARES TR46436E71868,728$6.9M0.26%
70MERCADOLIBRE INCMELI2,601$6.8M0.25%
71BROOKFIELD CORP11271J107109,240$6.8M0.25%
72AMAZON COM INCAMZN29,116$6.4M0.24%
73PROLOGIS INC.PLDGP59,984$6.3M0.23%
74PAYCOM SOFTWARE INCPAYC27,123$6.3M0.23%
75GOLDMAN SACHS ETF TRNVGLF153,565$6.1M0.23%
76BOOKING HOLDINGS INCBKNG1,040$6.0M0.22%
77ISHARES TR46428724254,507$6.0M0.22%
78ISHARES TR46428761413,801$5.9M0.22%
79ISHARES TR46432F84269,862$5.8M0.22%
80ADOBE INCADBE14,083$5.4M0.20%
81MONOLITHIC PWR SYS INC6098391057,445$5.4M0.20%
82BERKSHIRE HATHAWAY INC DELBRK-A11,004$5.3M0.20%
83ASML HOLDING N VASMLF6,649$5.3M0.20%
84VANECK ETF TRUST92189F387235,424$5.3M0.20%
85TEXAS INSTRS INC88250810425,159$5.2M0.19%
86VISA INCV14,292$5.1M0.19%
87VANECK ETF TRUST92189Y105182,377$5.1M0.19%
88EXXON MOBIL CORPXOM46,738$5.0M0.19%
89LINDE PLCLIN10,218$4.8M0.18%
90ISHARES TR46428746552,306$4.7M0.17%
91GLOBAL X FDS37954Y475120,020$4.7M0.17%
92MSCI INCMSCI7,860$4.5M0.17%
93IDEXX LABS INC45168D1048,414$4.5M0.17%
94ALPHABET INCGOOG25,357$4.5M0.17%
95VANECK ETF TRUST92189F64347,221$4.4M0.16%
96ARISTA NETWORKS INCANET42,725$4.4M0.16%
97LABCORP HOLDINGS INCLH16,520$4.3M0.16%
98BURFORD CAP LTDBUR303,614$4.3M0.16%
99CISCO SYS INCCSCO62,390$4.3M0.16%
100ISHARES TR46428986767,797$4.2M0.15%
101INVESCO EXCHANGE TRADED FD TIVZ102,396$4.2M0.15%
102AON PLCAON11,558$4.1M0.15%
103NEXTERA ENERGY INCNEE-PW59,244$4.1M0.15%
104BROADCOM INCAVGO14,866$4.1M0.15%
105LULULEMON ATHLETICA INCLULU17,078$4.1M0.15%
106ISHARES TR46428730936,620$4.0M0.15%
107CHEVRON CORP NEWCVX27,982$4.0M0.15%
108SUNCOR ENERGY INC NEWSU104,720$3.9M0.15%
109T ROWE PRICE ETF INC87283Q10786,476$3.9M0.15%
110APPLE INCAAPL19,108$3.9M0.15%
111ELI LILLY & COLLY5,021$3.9M0.15%
112ZOETIS INCZTS24,665$3.8M0.14%
113COPART INCCPRT76,756$3.8M0.14%
114ISHARES TR46434V62157,665$3.7M0.14%
115REALTY INCOME CORPO63,826$3.7M0.14%
116BERKSHIRE HATHAWAY INC DELBRK-A5$3.6M0.14%
117ULTA BEAUTY INCULTA7,680$3.6M0.13%
118HOME DEPOT INCHD9,638$3.5M0.13%
119GLOBAL X FDS37954Y47589,105$3.5M0.13%
120GOLDMAN SACHS ETF TRNVGLF49,976$3.4M0.13%
121ISHARES TR46428748122,283$3.1M0.11%
122EDWARDS LIFESCIENCES CORPEW39,207$3.1M0.11%
123S&P GLOBAL INCSPGI5,804$3.1M0.11%
124JPMORGAN CHASE & CO.VYLD10,502$3.0M0.11%
125ISHARES TR46434V45670,011$3.0M0.11%
126DANAHER CORPORATION23585110215,284$3.0M0.11%
127ISHARES INC46434G10350,091$3.0M0.11%
128COSTAR GROUP INCCSGP36,100$2.9M0.11%
129NVIDIA CORPORATIONNVDA18,316$2.9M0.11%
130UNITEDHEALTH GROUP INCUNH9,234$2.9M0.11%
131BLACKROCK INCBLK2,743$2.9M0.11%
132BARCLAYS BANK PLCVXZ84,697$2.9M0.11%
133UBER TECHNOLOGIES INCUBER30,414$2.8M0.11%
134ISHARES TR46428749930,840$2.8M0.11%
135MEDPACE HLDGS INCMEDP9,035$2.8M0.11%
136SCHWAB STRATEGIC TR808524201115,392$2.8M0.10%
137NOVO-NORDISK A SNONOF40,315$2.8M0.10%
138PROCTER AND GAMBLE CO74271810917,430$2.8M0.10%
139VANGUARD INDEX FDS92290855330,626$2.7M0.10%
140ISHARES TR46436E71826,782$2.7M0.10%
141J P MORGAN EXCHANGE TRADED F46641Q12656,226$2.7M0.10%
142JANUS DETROIT STR TR47103U84552,041$2.6M0.10%
143REXFORD INDL RLTY INC76169C10074,095$2.6M0.10%
144CENCORA INCCOR8,763$2.6M0.10%
145BROOKFIELD INFRAST PARTNERSG1625210177,402$2.6M0.10%
146GILEAD SCIENCES INCGILD22,424$2.5M0.09%
147BERKSHIRE HATHAWAY INC DELBRK-A5,055$2.5M0.09%
148PFIZER INCPFE98,665$2.4M0.09%
149MASTERCARD INCORPORATEDMA4,243$2.4M0.09%
150J P MORGAN EXCHANGE TRADED F46641Q83747,033$2.4M0.09%
151INVESCO EXCH TRADED FD TR IIIVZ104,292$2.3M0.09%
152FLEXSHARES TRFLEX30,860$2.3M0.08%
153ORACLE CORPORCL-PD10,070$2.2M0.08%
154TESLA INCTSLA6,725$2.1M0.08%
155AMPHENOL CORP NEW03209510121,574$2.1M0.08%
156ISHARES TR46428723443,619$2.1M0.08%
157LIBERTY MEDIA CORP DELFWONB21,599$2.1M0.08%
158ALPHABET INCGOOG11,620$2.0M0.08%
159INVESCO QQQ TRIVZ3,693$2.0M0.08%
160ISHARES TR4642876559,236$2.0M0.07%
161APPLOVIN CORPAPP5,682$2.0M0.07%
162VANGUARD INDEX FDS9229086296,986$2.0M0.07%
163JOINT CORPJYNT167,843$1.9M0.07%
164PHILLIPS EDISON & CO INCPECO54,990$1.9M0.07%
165PFIZER INCPFE79,104$1.9M0.07%
166GOLDMAN SACHS ETF TRNVGLF50,964$1.9M0.07%
167NUVEEN CALIFORNIA MUNI VLU FNU215,216$1.9M0.07%
168WALMART INCWMT18,850$1.8M0.07%
169BRITISH AMERN TOB PLC11044810738,640$1.8M0.07%
170SCHWAB CHARLES CORPSCHW-PJ19,528$1.8M0.07%
171ISHARES TR4642874089,054$1.8M0.07%
172VANGUARD SCOTTSDALE FDS92206C87021,125$1.8M0.06%
173ABBVIE INCABBV9,284$1.7M0.06%
174ISHARES TR46428841416,154$1.7M0.06%
175ALPS ETF TR00162Q34664,674$1.7M0.06%
176RTX CORPORATIONRTX11,388$1.7M0.06%
177MEDTRONIC PLCMDT19,054$1.7M0.06%
178ISHARES GOLD TRIAU26,519$1.7M0.06%
179KINSALE CAP GROUP INC49714P1083,390$1.6M0.06%
180PALANTIR TECHNOLOGIES INCPLTR12,023$1.6M0.06%
181ISHARES TR46428887725,775$1.6M0.06%
182REGENERON PHARMACEUTICALSREGN3,053$1.6M0.06%
183MICROSTRATEGY INCSTRK3,937$1.6M0.06%
184SSGA ACTIVE ETF TR78467V60838,135$1.6M0.06%
185STARBUCKS CORPSBUX17,218$1.6M0.06%
186GE AEROSPACE3696043016,100$1.6M0.06%
187ISHARES TR46428730914,256$1.6M0.06%
188LISTED FDS TR53656F62337,133$1.6M0.06%
189ISHARES TR46428888513,864$1.6M0.06%
190ISHARES TR46432F3398,473$1.5M0.06%
191ISHARES TR4642876485,361$1.5M0.06%
192VANGUARD INDEX FDS9229087695,035$1.5M0.06%
193APPLIED MATLS INC0382221058,140$1.5M0.06%
194KONINKLIJKE PHILIPS N VRYLPF61,225$1.5M0.05%
195VANECK ETF TRUST92189H73042,112$1.5M0.05%
196BLOOM ENERGY CORPBE60,538$1.4M0.05%
197COLUMBIA ETF TR II19762B20242,312$1.4M0.05%
198ISHARES TR46428832327,065$1.4M0.05%
199INVESCO EXCHANGE TRADED FD TIVZ7,736$1.4M0.05%
200CME GROUP INCCME4,977$1.4M0.05%
201PIMCO DYNAMIC INCOME STRATEGPDX55,135$1.4M0.05%
202BROOKFIELD CORP11271J10721,922$1.4M0.05%
203ISHARES TR46428715010,011$1.4M0.05%
204ISHARES TR46428747310,160$1.3M0.05%
205TANDY LEATHER FACTORY INCTLF427,838$1.3M0.05%
206VANECK ETF TRUST92189F59338,068$1.3M0.05%
207AT&T INCT-PC45,372$1.3M0.05%
208CATERPILLAR INCCAT3,297$1.3M0.05%
209VANECK ETF TRUST92189F38756,422$1.3M0.05%
210LOWES COS INC5486611075,727$1.3M0.05%
211INTERNATIONAL BUSINESS MACHSINTR4,284$1.3M0.05%
212VANECK ETF TRUST92189Y10545,504$1.3M0.05%
213ALTRIA GROUP INCMO21,043$1.2M0.05%
214TJX COS INC NEW8725401099,950$1.2M0.05%
215DECKERS OUTDOOR CORPDECK11,833$1.2M0.05%
216ISHARES TR46428724210,904$1.2M0.04%
217DUPONT DE NEMOURS INCDD17,269$1.2M0.04%
218SALESFORCE INCCRM4,340$1.2M0.04%
219ISHARES TR46428750718,934$1.2M0.04%
220NEXTERA ENERGY INCNEE-PW16,908$1.2M0.04%
221ABBOTT LABSABLZF8,570$1.2M0.04%
222ISHARES TR46428745713,926$1.2M0.04%
223META PLATFORMS INCMETA1,561$1.2M0.04%
224ISHARES TR4642876307,280$1.1M0.04%
225SCHWAB STRATEGIC TR80852420146,312$1.1M0.04%
226SSGA ACTIVE ETF TR78467V40024,012$1.1M0.04%
227NETFLIX INCNFLX836$1.1M0.04%
228ISHARES TR4642888859,868$1.1M0.04%
229COLUMBIA ETF TR I19761L50859,741$1.1M0.04%
230AMERICAN EXPRESS COAXP3,344$1.1M0.04%
231ISHARES TR4642878049,538$1.0M0.04%
232ISHARES TR46428887716,358$1.0M0.04%
233SELECT SECTOR SPDR TR81369Y60519,796$1.0M0.04%
234SSGA ACTIVE ETF TR78467V84825,362$1.0M0.04%
235ISHARES TR4642888027,950$1.0M0.04%
236ALLIANCEBERNSTEIN HLDG L P01881G10624,500$1.0M0.04%
237WELLS FARGO CO NEW949746804838$983,9210.04%
238ISHARES TR46428835617,585$980,1880.04%
239AMGEN INCAMGN3,464$967,1780.04%
240CME GROUP INCCME3,500$964,6700.04%
241ISHARES TR46434V40722,255$960,0770.04%
242MERCK & CO INCMRK12,092$957,2230.04%
243SPDR GOLD TRGLD3,074$937,0470.03%
244READY CAPITAL CORPRC-PE213,517$933,0680.03%
245ISHARES TR4642874084,686$915,7380.03%
246BANK AMERICA CORP06050510419,095$903,5690.03%
247ISHARES TR4642875984,646$902,3030.03%
248MCDONALDS CORPMCD3,038$887,7420.03%
249TEXAS INSTRS INC8825081044,262$884,8760.03%
250HONEYWELL INTL INC4385161063,784$881,1920.03%
251ALEXANDRIA REAL ESTATE EQ IN01527110912,115$879,9120.03%
252VERIZON COMMUNICATIONS INCVZ20,165$872,5430.03%
253ISHARES TR4642874659,717$868,6030.03%
254ISHARES TR4642876483,017$862,4400.03%
255LOCKHEED MARTIN CORPLMT1,859$860,7990.03%
256INVESCO EXCH TRADED FD TR IIIVZ36,854$860,1720.03%
257VISA INCV2,415$857,4460.03%
258ISHARES TR4642876305,383$849,2220.03%
259BOEING COBA-PA4,048$848,1770.03%
260SELECT SECTOR SPDR TR81369Y4073,837$833,8950.03%
261DELTA AIR LINES INC DELDAL16,500$811,4700.03%
262SUNCOR ENERGY INC NEWSU21,579$808,1340.03%
263BARCLAYS BANK PLCVXZ23,650$803,6270.03%
264PIMCO ETF TR72201R7758,682$800,3070.03%
265PHILIP MORRIS INTL INC7181721094,339$790,2620.03%
266CANADIAN PACIFIC KANSAS CITYCP9,748$772,7240.03%
267SELECT SECTOR SPDR TR81369Y7045,150$759,6920.03%
268LINDE PLCLIN1,618$759,1330.03%
269COSTCO WHSL CORP NEW22160K105766$758,2940.03%
270NUVEEN CA QUALTY MUN INCOMENU66,691$744,9380.03%
271ISHARES TR4642884147,088$740,5540.03%
272NATURAL RESOURCE PARTNERS L63900P6087,696$735,0450.03%
273ISHARES TR4642874735,493$725,8450.03%
274BROADCOM INCAVGO2,633$725,7860.03%
275UNITEDHEALTH GROUP INCUNH2,306$719,4030.03%
276PEPSICO INCPEP5,359$707,6020.03%
277THERMO FISHER SCIENTIFIC INCTMO1,735$703,4730.03%
278J P MORGAN EXCHANGE TRADED F46641Q65413,711$698,1640.03%
279MOLINA HEALTHCARE INCMOH2,314$689,3410.03%
280AON PLCAON1,923$686,0490.03%
281ISHARES TR46434V28210,681$684,9730.03%
282LABCORP HOLDINGS INCLH2,603$683,3140.03%
283PIMCO DYNAMIC INCOME FD72201Y10135,965$682,2560.03%
284COCA COLA COKO9,617$680,4140.03%
285CROWDSTRIKE HLDGS INCCRWD1,335$679,9290.03%
286WEBSTER FINL CORP94789010912,403$677,2040.03%
287ISHARES SILVER TRSLV20,171$661,8110.02%
288ISHARES TR46435G34230,064$642,7740.02%
289ISHARES TR46434V45614,598$630,9260.02%
290BANK AMERICA CORP060505682520$630,7600.02%
291SELECT SECTOR SPDR TR81369Y8032,455$621,6800.02%
292EXXON MOBIL CORPXOM5,751$619,9580.02%
293MORGAN STANLEYMS-PQ4,375$616,2050.02%
294ISHARES TR4642887603,223$607,9960.02%
295CAPITAL ONE FINL CORP14040H1052,845$605,2140.02%
296WASTE MGMT INC DEL94106L1092,611$597,4850.02%
297VANGUARD ADMIRAL FDS INC9219328285,902$597,4590.02%
298INVESCO EXCHANGE TRADED FD TIVZ8,343$594,5220.02%
299DOW INCDOW22,341$591,5830.02%
300EMERSON ELEC COEMR4,435$591,3190.02%
301GOLDMAN SACHS GROUP INCGSCE826$584,4600.02%
302ISHARES TR4642888109,290$581,9260.02%
303ISHARES TR46432F3962,404$577,7300.02%
304PACCAR INCPCAR6,000$570,3600.02%
305NORTHROP GRUMMAN CORPNOC1,084$541,7430.02%
306ROCKWELL AUTOMATION INCROK1,625$539,8290.02%
307VANGUARD SPECIALIZED FUNDS9219088442,619$536,0310.02%
308SHERWIN WILLIAMS COSHW1,544$530,3020.02%
309VANGUARD INDEX FDS9229085535,947$529,6400.02%
310DEERE & CODE1,037$527,4330.02%
311PARKER-HANNIFIN CORPPH752$525,2490.02%
312WISDOMTREE TRWT12,038$525,2180.02%
313RIVERNORTH DOUBLELINE STRATEOPP-PC61,339$524,4480.02%
314DISNEY WALT CO2546871064,184$518,8580.02%
315PEPSICO INCPEP3,919$517,4900.02%
316ROCKWELL AUTOMATION INCROK1,532$508,8840.02%
317VANGUARD INDEX FDS9229087361,137$498,4610.02%
318QUALCOMM INCQCOM3,124$497,5280.02%
319ASTRAZENECA PLCAZN7,076$494,4710.02%
320ACCENTURE PLC IRELANDACN1,643$491,0760.02%
321JOHNSON & JOHNSONJNJ3,213$490,7860.02%
322BANK NEW YORK MELLON CORP0640581005,358$488,1670.02%
323DIMENSIONAL ETF TRUST25434V83113,388$476,0770.02%
324REPUBLIC SVCS INC7607591001,903$469,2990.02%
325MCKESSON CORPMCK640$468,9790.02%
326BROWN FORMAN CORPBF-B17,356$467,0500.02%
327WILLIAMS COS INC9694571007,357$462,0760.02%
328DANAHER CORPORATION2358511022,324$459,0830.02%
329VANGUARD INTL EQUITY INDEX F9220427423,551$456,3750.02%
330VANGUARD TAX-MANAGED FDS9219438587,999$456,0230.02%
331ISHARES TR46434V2826,951$445,7680.02%
332CHEVRON CORP NEWCVX3,077$440,6030.02%
333ELI LILLY & COLLY565$440,4340.02%
334VANGUARD WHITEHALL FDS9219464063,193$425,6590.02%
335SPDR SERIES TRUST78464A6312,015$425,0440.02%
336INGERSOLL RAND INCIR5,107$424,8000.02%
337INTUITIVE SURGICAL INCISRG779$423,3160.02%
338PIMCO CALIF MUN INCOME FD72200N10649,226$422,8510.02%
339KAYNE ANDERSON ENERGY INFRST48660610633,233$422,7240.02%
340AGNC INVT CORP00123Q10445,946$422,2440.02%
341INVESCO EXCHANGE TRADED FD TIVZ7,022$421,0390.02%
342PROLOGIS INC.PLDGP3,999$420,3750.02%
343ALPHABET INCGOOG2,352$414,4930.02%
344COSTAR GROUP INCCSGP5,123$411,8890.02%
345REXFORD INDL RLTY INC76169C10011,570$411,5450.02%
346ISHARES TR46434V2906,021$409,1270.02%
347SCHWAB STRATEGIC TR80852479715,394$407,9300.02%
348KINDER MORGAN INC DELEP-PC13,824$406,4260.02%
349ISHARES TR4642874404,190$401,2760.01%
350PUBLIC STORAGE OPER COPSA-PS1,337$392,3030.01%
351ISHARES TR46435G5164,369$389,8020.01%
352GE VERNOVA INCGEV733$387,8670.01%
353ISHARES TR4642885134,743$382,5230.01%
354ISHARES TR4642888287,850$381,9030.01%
355ISHARES TR4642885703,233$375,5410.01%
356SEMPRASREA4,938$374,1440.01%
357INVESCO EXCH TRADED FD TR IIIVZ16,700$373,9130.01%
358COMCAST CORP NEWCCZ10,411$371,5640.01%
359SONY GROUP CORPSNEJF14,065$366,1120.01%
360MONDELEZ INTL INC6092071055,362$361,6130.01%
361ISHARES TR4642875153,257$356,6420.01%
362RLI CORPRLI4,910$354,6000.01%
363AMERICAN TOWER CORP NEW03027X1001,588$350,9800.01%
364PROCTER AND GAMBLE CO7427181092,194$349,5480.01%
365SHOPIFY INCSHOP3,000$346,0500.01%
366CANADIAN NATL RY CO1363751023,311$344,4760.01%
367ORACLE CORPORCL-PD1,568$342,8120.01%
368WALMART INCWMT3,493$341,5460.01%
369CITIGROUP INCC-PR4,008$341,1670.01%
370TARGET CORPTGT3,428$338,1720.01%
371ALPS ETF TR00162Q4526,868$335,5460.01%
372VANGUARD SCOTTSDALE FDS92206C4094,215$335,0930.01%
373FIDELITY COVINGTON TRUST3160928081,657$326,7940.01%
374ISHARES TR4642888022,560$324,4800.01%
375ENTERPRISE FINL SVCS CORP2937121055,870$323,4370.01%
376ISHARES TR46434V6215,005$320,0200.01%
377WELLS FARGO CO NEW9497461013,908$313,1090.01%
378EXCHANGE TRADED CONCEPTS TRU3015057075,211$311,5140.01%
379YUM BRANDS INCYUM2,086$309,1590.01%
380HONEYWELL INTL INC4385161061,317$306,7030.01%
381ONEOK INC NEWOKE3,650$297,9240.01%
382SOUTHERN COSOMN3,224$296,0600.01%
383CARRIER GLOBAL CORPORATIONCARR4,031$295,0290.01%
384VANECK ETF TRUST92189H7308,378$291,5540.01%
385TRANE TECHNOLOGIES PLCTT665$290,8780.01%
386BERKSHIRE HATHAWAY INC DELBRK-A3,000$285,7720.01%
387ENTERPRISE PRODS PARTNERS L2937921079,010$279,3850.01%
388PARKER-HANNIFIN CORPPH399$278,6900.01%
389ISHARES INC46434G8637,068$276,8540.01%
390XCEL ENERGY INCXELLL4,059$276,4180.01%
391ISHARES TR4642898674,409$271,4620.01%
392PIMCO DYNAMIC INCOME OPRNTS69355M10720,000$269,6000.01%
393FASTENAL COFAST6,400$268,8000.01%
394WEC ENERGY GROUP INCWEC2,509$261,4380.01%
395TCW STRATEGIC INCOME FD INC87234010452,994$258,6110.01%
396SYSCO CORPSYY3,410$258,2730.01%
397BLACKSTONE INCBX1,726$258,1820.01%
398LENNAR CORPLEN-B2,448$257,6520.01%
399HOME DEPOT INCHD702$257,3810.01%
400INVESCO EXCH TRADED FD TR IIIVZ5,388$256,2530.01%
401EATON CORP PLCETN714$254,8910.01%
402CINTAS CORPCTAS1,140$254,0720.01%
403BLACKROCK ETF TRUST IIBLK4,790$253,1040.01%
404APPFOLIO INCAPPF1,098$252,8470.01%
405NOVO-NORDISK A SNONOF3,630$250,5430.01%
406ASML HOLDING N VASMLF308$246,8280.01%
407BERKSHIRE HATHAWAY INC DELBRK-A3,000$244,0160.01%
408SPDR S&P 500 ETF TRSPY394$243,4330.01%
409STRYKER CORPORATIONSYK598$236,5870.01%
410AMERICA MOVIL SAB DE CVAMXOF13,095$234,9240.01%
411FIDELITY COVINGTON TRUST3160928404,500$234,0900.01%
412CONSTELLATION ENERGY CORPCEG724$233,6780.01%
413ISHARES TR464287101761$231,6100.01%
414DIMENSIONAL ETF TRUST25434V7086,430$230,4510.01%
415VERTEX PHARMACEUTICALS INCVRTX515$229,2780.01%
416BOEING COBA-PA1,076$225,4540.01%
417FIRSTENERGY CORPFE5,570$224,2480.01%
418BOOKING HOLDINGS INCBKNG38$219,9910.01%
419DIMENSIONAL ETF TRUST25434V5003,444$219,4170.01%
420ARK 21SHARES BITCOIN ETFARKB6,030$215,8140.01%
421INVESCO EXCHANGE TRADED FD TIVZ5,239$213,6310.01%
422S&P GLOBAL INCSPGI396$208,8070.01%
423SERVICENOW INCNOW203$208,7000.01%
424SELECT SECTOR SPDR TR81369Y3082,561$207,3640.01%
425CTO RLTY GROWTH INC NEW22948Q10112,000$207,1200.01%
426PNC FINL SVCS GROUP INC6934751051,109$206,7400.01%
427UNION PAC CORPUNP894$205,6920.01%
428ECOLAB INCECL750$202,0800.01%
429JOINT CORPJYNT17,430$201,1420.01%
430ANALOG DEVICES INCADI840$199,8650.01%
431AUTOMATIC DATA PROCESSING INADP642$197,9930.01%
432FORTINET INCFTNT1,859$196,5330.01%
433EATON VANCE LIMITED DURATIONETN18,611$190,9490.01%
434PIMCO DYNAMIC INCOME FD72201Y10110,000$189,7000.01%
435BLACKROCK INCBLK172$180,4710.01%
436ISHARES TR46435G5162,008$179,1540.01%
437XCEL ENERGY INCXELLL2,600$177,0600.01%
438SHERWIN WILLIAMS COSHW513$176,1440.01%
439ADOBE INCADBE454$175,6440.01%
440MERCADOLIBRE INCMELI67$175,1130.01%
441RTX CORPORATIONRTX1,194$174,3480.01%
442ELEVANCE HEALTH INCELV447$173,8650.01%
443ELEVANCE HEALTH INCELV446$173,4760.01%
444SCHWAB STRATEGIC TR8085248057,806$172,5130.01%
445TANDY LEATHER FACTORY INCTLF54,318$168,3860.01%
446BURFORD CAP LTDBUR11,744$167,4690.01%
447PAYCOM SOFTWARE INCPAYC710$164,2940.01%
448CISCO SYS INCCSCO2,342$162,4880.01%
449VANGUARD INTL EQUITY INDEX F9220428583,128$154,7110.01%
450J P MORGAN EXCHANGE TRADED F46641Q6543,032$154,3890.01%
451SIMON PPTY GROUP INC NEW828806109960$154,3300.01%
452ADVANCED MICRO DEVICES INCAMD1,083$153,6780.01%
453BANK NEW YORK MELLON CORP0640581001,666$151,7890.01%
454WASTE MGMT INC DEL94106L109661$151,2500.01%
455THERMO FISHER SCIENTIFIC INCTMO370$150,0200.01%
456PIMCO INCOME STRATEGY FD II72201J10419,636$145,1100.01%
457OAKTREE SPECIALTY LENDING COOCSL10,559$144,2360.01%
458VEEVA SYS INCVEEV499$143,7020.01%
459SPDR SERIES TRUST78464A7631,050$142,5170.01%
460ALPS ETF TR00162Q3465,508$142,3820.01%
461ECOLAB INCECL520$140,1090.01%
462DOUBLELINE INCOME SOLUTIONSDSL11,360$139,0460.01%
463GOLDMAN SACHS GROUP INCGSCE196$138,7190.01%
464NORTHROP GRUMMAN CORPNOC276$137,7870.01%
465ARISTA NETWORKS INCANET1,333$136,3790.01%
466ISHARES TR464287598689$133,8240.00%
467ISHARES TR46434V6475,393$133,2070.00%
468NOV INCNOV10,658$132,4790.00%
469PENNANTPARK FLOATING RATE CAPFLT12,393$128,0200.00%
470TJX COS INC NEW8725401091,006$124,2310.00%
471MONOLITHIC PWR SYS INC609839105169$123,6030.00%
472CAPITAL ONE FINL CORP14040H105573$121,9520.00%
473ABBOTT LABSABLZF859$116,8330.00%
474DOUBLELINE INCOME SOLUTIONSDSL9,193$112,5220.00%
475COPART INCCPRT2,269$111,3400.00%
476ULTA BEAUTY INCULTA236$110,4060.00%
477ISHARES INC46434G8632,797$109,5580.00%
478ABBVIE INCABBV589$109,3300.00%
479AT&T INCT-PC3,671$106,2390.00%
480SCHWAB STRATEGIC TR8085248054,725$104,4230.00%
481MERCK & CO INCMRK1,256$99,4250.00%
482AUTOMATIC DATA PROCESSING INADP320$98,6880.00%
483ISHARES TR46434V6473,861$95,3670.00%
484VANECK ETF TRUST92189F5932,707$93,8530.00%
485EAGLE POINT CREDIT COMPANY IECCW12,245$93,7930.00%
486INTUITINTU119$93,7280.00%
487ISHARES TR4642875071,435$88,9990.00%
488UNION PAC CORPUNP383$88,1360.00%
489AMERICAN EXPRESS COAXP276$88,0380.00%
490VANGUARD INDEX FDS922908769289$87,8360.00%
491VANGUARD INTL EQUITY INDEX F9220428581,706$84,3790.00%
492STARBUCKS CORPSBUX918$84,1160.00%
493BLACKSTONE INCBX545$81,5210.00%
494MSCI INCMSCI138$79,5900.00%
495ISHARES TR4642872341,610$77,6660.00%
496AMERICAN TOWER CORP NEW03027X100351$77,5780.00%
497BANK AMERICA CORP0605051041,633$77,2740.00%
498SPDR SERIES TRUST78464A763550$74,6520.00%
499MCDONALDS CORPMCD248$72,4580.00%
500COMCAST CORP NEWCCZ2,022$72,1650.00%