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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

Waterloo Capital, L.P.

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001104659-25-076764

Total Value
$1.24B
Positions
457
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (457)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX46428720073,758$45.8M3.70%
2INVESCO S&P 500 EQUAL WEIGHT ETFIVZ215,796$39.2M3.17%
3SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409376,788$35.9M2.90%
4WALMART INC COMWMT358,479$35.1M2.83%
5APTUS COLLARED INVESTMENT OPPORTUNITY ETF26922A222839,594$34.8M2.81%
6ACCESS TREASURY 0-1 YEAR ETFNVGLF327,591$32.8M2.65%
7ISHARES RUSSELL 1000 VALUE ETF464287598147,756$28.7M2.32%
8VANGUARD FTSE DEVELOPED MARKETS ETF921943858478,898$27.3M2.20%
9INVESCO NASDAQ 100 ETFIVZ109,651$24.9M2.01%
10NVIDIA CORPNVDA148,496$23.5M1.89%
11APPLE INCAAPL111,860$23.0M1.85%
12ISHARES CORE MSCI EAFE ETF46432F842261,494$21.8M1.76%
13MICROSOFTMSFT41,878$20.8M1.68%
14APTUS INTERNATIONAL ENHANCED YIELD26922B709923,080$20.5M1.66%
15APTUS DEFINED RISK ETF26922A388696,714$20.0M1.62%
16ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100341,102$17.3M1.39%
17JPMORGAN CORE PLUS BOND ETF46641Q670355,822$16.7M1.35%
18OPUS SMALL CAP VALUE ETF26922A446457,877$16.5M1.34%
19VANGUARD S&P 500 ETF92290836325,147$14.3M1.15%
20ISHARES CORE MSCI EMERGING MARKETS ETF46434G103235,101$14.1M1.14%
21BROADCOM INC COMAVGO48,361$13.3M1.08%
22SPDR PORTFOLIO S&P 500 ETF78464A854177,799$12.9M1.04%
23SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672448,306$12.9M1.04%
24ISHARES NATIONAL MUNI BOND ETF464288414120,927$12.6M1.02%
25APTUS DRAWDOWN MANAGED EQUITY ETF26922A784259,157$12.5M1.01%
26AMAZON.COM INCAMZN54,276$11.9M0.96%
27FINANCIAL SELECT SECTOR SPDR FUND81369Y605209,578$11.0M0.89%
28SPDR S&P 500 ETF TRUSTSPY16,532$10.2M0.82%
29VANGUARD SHORT-TERM BOND ETF921937827120,337$9.5M0.76%
30ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407219,280$9.5M0.76%
31SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788214,256$9.1M0.73%
32META PLATFORMS INC CL AMETA12,174$9.0M0.73%
33SPDR PORTFOLIO HIGH YIELD BOND ETF78468R606351,799$8.4M0.68%
34VANGUARD FTSE EMERGING MARKETS ETF922042858169,087$8.4M0.68%
35SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R408327,608$8.3M0.67%
36PHILIP MORRIS INTL INC71817210943,617$7.9M0.64%
37JPMORGAN INCOME ETF46641Q159169,919$7.9M0.64%
38APTUS LARGE CAP UPSIDE ETF26922B444317,190$7.8M0.63%
39APTUS LARGE CAP ENHANCED YIELD ETF26922B535231,479$7.8M0.63%
40ISHARES MSCI USA QUALITY FACTOR ETF46432F33939,554$7.2M0.58%
41ISHARES MSCI JAPAN ETF46434G82291,135$6.8M0.55%
42ISHARES 7-10 YEAR TREASURY BOND ETF46428744068,729$6.6M0.53%
43ISHARES FLOATING RATE BOND ETF46429B655118,331$6.0M0.49%
44ISHARES AGGREGATE BOND ETF46428722660,655$6.0M0.49%
45NETFLIX COM INCNFLX4,385$5.9M0.47%
46JPMORGAN CHASE & CO. COMVYLD20,220$5.9M0.47%
47COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85251,984$5.6M0.46%
48VISA INCV15,148$5.4M0.43%
49DIMENSIONAL US HIGH PROFITABILITY ETF25434V831150,129$5.3M0.43%
50POWERSHARES QQQ TRIVZ9,217$5.1M0.41%
51WELLS FARGO CO NEW COM94974610163,398$5.1M0.41%
52ISHARES MSCI INDIA ETF46429B59890,832$5.1M0.41%
53ISHARES MSCI ACWI EX U.S. ETF46428824082,834$5.0M0.41%
54BLACKSTONE GROUP LPBX33,361$5.0M0.40%
55ALPHABET INC CAP STK CL CGOOG27,510$4.9M0.39%
56ALTRIA GROUP INC COMMO82,777$4.9M0.39%
57SABRA HEALTH CARE REIT INC COMSBRA254,930$4.7M0.38%
58TESLA MOTORS INCTSLA14,485$4.6M0.37%
59Schwab US Large Cap ETF808524201185,343$4.5M0.37%
60ISHARES GOLD TRUSTIAU71,434$4.5M0.36%
61RITHM CAPITAL CORP COM NEWRITM-PF391,278$4.4M0.36%
62BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A9,043$4.4M0.35%
63DIGITAL REALTY TRUST INC25386810324,811$4.3M0.35%
64VANECK SEMICONDUCTOR ETF92189F67615,178$4.2M0.34%
65ALPHABET INC CAP STK CL AGOOG23,971$4.2M0.34%
66OMEGA HEALTHCARE INVS INC COM681936100114,667$4.2M0.34%
67CLEARWAY ENERGY INC CL ACWEN-A136,378$4.1M0.33%
68FS KKR CAP CORP COMFSK198,588$4.1M0.33%
69BLACKSTONE SECD LENDING FD COMMON STOCKBX133,551$4.1M0.33%
70HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F62395,399$4.0M0.32%
71KINDER MORGAN INC DEL COMEP-PC136,331$4.0M0.32%
72QUEST DIAGNOSTICS INC COMDGX22,280$4.0M0.32%
73T-MOBILE US INC COMTMUSZ16,610$4.0M0.32%
74APTUS DEFERRED INCOME ETF26922B451154,151$4.0M0.32%
75APTUS ENHANCED YIELD ETF26922B642172,940$3.8M0.31%
76ABBVIE INC COMABBV20,619$3.8M0.31%
77SOUTHERN CO COMSOMN41,460$3.8M0.31%
78FIRST TRUST CAPITAL STRENGTH ETF33733E10440,988$3.7M0.30%
79LINCOLN NATL CORP IND COM534187109107,309$3.7M0.30%
80SPDR PORTFOLIO S&P 500 VALUE ETF78464A50870,901$3.7M0.30%
81ISHARES FTSE CHINA ETF46428718499,746$3.7M0.30%
82COCA COLA CO COMKO51,326$3.6M0.29%
83UNITED RENTALS INCURI4,799$3.6M0.29%
84ATMOS ENERGY CORP COMATO22,984$3.5M0.29%
85STARWOOD PPTY TR INC COMSTHO176,179$3.5M0.29%
86SEAGATE TECHNOLOGYSE24,483$3.5M0.29%
873M CO COMMMM23,161$3.5M0.28%
88ISHARES BITCOIN TRUST ETFIBIT56,018$3.4M0.28%
89SIMON PROPERTY GROUP INC82880610921,244$3.4M0.28%
90SERVICENOW INC COMNOW3,281$3.4M0.27%
91ANTERO MIDSTREAM CORP COMAM177,556$3.4M0.27%
92PALANTIR TECHNOLOGIES INC CL APLTR23,971$3.3M0.26%
93VANGUARD TOTAL STOCK MARKET ETF92290876910,557$3.2M0.26%
94ORACLE CORPORATIONORCL-PD14,641$3.2M0.26%
95ARES CAPITAL CORP COMARCC145,085$3.2M0.26%
96JOHNSON & JOHNSON COMJNJ20,667$3.2M0.25%
97FIFTH THIRD BANCORPFITBM75,801$3.1M0.25%
98PROCTER AND GAMBLE CO COM74271810919,557$3.1M0.25%
99EXXON MOBIL CORP COMXOM28,773$3.1M0.25%
100COSTCO WHOLESALE CORP22160K1053,085$3.1M0.25%
101ONEOK INC NEW COMOKE37,307$3.0M0.25%
102ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724226,785$2.9M0.24%
103UGI CORP NEW COM90268110579,302$2.9M0.23%
104HOME DEPOTHD7,704$2.8M0.23%
105INTUITIVE SURGICAL, INC.ISRG5,111$2.8M0.22%
106HERCULES CAPITAL INC COMHCXY151,351$2.8M0.22%
107S&P GLOBAL INC COMSPGI5,226$2.8M0.22%
108LADDER CAP CORP CL ALADR254,310$2.7M0.22%
109BANK AMERICA CORP COM06050510457,548$2.7M0.22%
110TRAVEL PLUS LEISURE CO COM89416410252,309$2.7M0.22%
111PROGRESSIVE CORP COM7433151039,862$2.6M0.21%
112ELI LILLY & CO COMLLY3,282$2.6M0.21%
113UBER TECHNOLOGIES INC COMUBER27,403$2.6M0.21%
114QUANTA SERVICES INC74762E1026,750$2.6M0.21%
115VORNADO REALTY TRUST92904210965,771$2.5M0.20%
116SIXTH STREET SPECIALTY LENDING COMTSLX103,773$2.5M0.20%
117INTL BUSINESS MACHINESINTR8,338$2.5M0.20%
118AMERICAN TOWER CORP03027X10010,744$2.4M0.19%
119KELLANOVA COMBEKE29,636$2.4M0.19%
120MCDONALDS CORP COMMCD8,029$2.3M0.19%
121SCHWAB US LARGE CAP GROWTH ETF80852430079,244$2.3M0.19%
122BROADRIDGE FINL SOLUTIONS INC COM11133T1039,457$2.3M0.19%
123BLACKROCK INCBLK2,156$2.3M0.18%
124NEXTERA ENERGY INC COMNEE-PW32,370$2.2M0.18%
125LTC PPTYS INC COM50217510264,617$2.2M0.18%
126AMERICAN CAPITAL AGENCY CORP.00123Q104235,238$2.2M0.17%
127VERIZON COMMUNICATIONSVZ49,681$2.1M0.17%
128NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF45409B56072,890$2.1M0.17%
129ROPER INDUSTRIES INCROP3,720$2.1M0.17%
130TJX COS INC NEW COM87254010916,854$2.1M0.17%
131GOLUB CAP BDC INC COM38173M102140,616$2.1M0.17%
132EATON CORP PLC SHSETN5,619$2.0M0.16%
133CINCINNATI FINL CORP COM17206210113,347$2.0M0.16%
134Harbor Long-Term Growers ETF41151J40667,670$2.0M0.16%
135COPART INCCPRT39,688$1.9M0.16%
136LEIDOS HOLDINGS INC COMLDOS12,326$1.9M0.16%
137FIRSTENERGY CORPFE47,824$1.9M0.16%
138DIAMONDBACK ENERGY INC COMFANG13,970$1.9M0.16%
139ISHARES 3-7 YEAR TREASURY BOND ETF46428866115,404$1.8M0.15%
140CHEMED CORP NEW COMCHE3,693$1.8M0.15%
141AT&T INC COMT-PC61,463$1.8M0.14%
142ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF46428985921,274$1.8M0.14%
143EMERSON ELEC CO COMEMR13,285$1.8M0.14%
144CONSTELLATION ENERGY CORP COMCEG5,412$1.7M0.14%
145PALO ALTO NETWORKS INC COMPANW8,525$1.7M0.14%
146UNITEDHEALTH GROUPUNH5,529$1.7M0.14%
147ISHARES U.S. INDUSTRIALS ETF46428775411,969$1.7M0.14%
148TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8036,675$1.7M0.14%
149ISHARES U.S. ENERGY ETF46428779636,832$1.7M0.13%
150KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20735,170$1.6M0.13%
151FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10636,117$1.6M0.13%
152LINDE PLC SHSLIN3,416$1.6M0.13%
153FIDELITY NATIONAL FINANCIAL IN COM SHSFNF28,576$1.6M0.13%
154WILLIAMS COS INC COM96945710025,502$1.6M0.13%
155CASEYS GEN STORES INC COM1475281033,107$1.6M0.13%
156CENCORA INC COMCOR5,223$1.6M0.13%
157L3HARRIS TECHNOLOGIES INC COMLHX6,179$1.6M0.13%
158TYSON FOODS INC CL ATSN27,434$1.5M0.12%
159SPDR S&P 500 ETF TRUSTSPY2,400$1.5M0.12%
160WELLTOWER INC COMWELL9,421$1.4M0.12%
161CINTAS CORPCTAS6,159$1.4M0.11%
162REGIONS FINANCIAL CORP NEWRF-PF57,603$1.4M0.11%
163QUALCOMM INC COMQCOM8,180$1.3M0.11%
164SALESFORCE COMCRM4,753$1.3M0.10%
165ISHARES U.S. CONSUMER STAPLES ETF46428781218,232$1.3M0.10%
166KROGER CO COMKR17,737$1.3M0.10%
167MASTERCARD INCMA2,235$1.3M0.10%
168ISHARES CORE 60/40 BALANCED ALLOCATION ETF46428986719,933$1.2M0.10%
169ALLEGION PLCALLE8,436$1.2M0.10%
170GE AEROSPACE COM NEW3696043014,672$1.2M0.10%
171CHEVRON CORP NEW COMCVX7,998$1.1M0.09%
172ISHARES 0-3 MONTH TREASURY BOND ETF46436E71811,235$1.1M0.09%
173DEERE & CO COMDE2,203$1.1M0.09%
174JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J20618,067$1.1M0.09%
175SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R66311,867$1.1M0.09%
176CROWDSTRIKE HLDGS INC CL ACRWD2,124$1.1M0.09%
177GARMIN LTDGRMN5,019$1.0M0.08%
178ABBOTT LABS COMABLZF7,683$1.0M0.08%
179INTUIT INCINTU1,312$1.0M0.08%
180ISHARES S&P SMALLCAP 600 ETF4642878049,265$1.0M0.08%
181SPDR MSCI USA STRATEGICFACTORS ETF78468R8126,076$990,9350.08%
182CITIGROUP INCC-PR11,536$981,9570.08%
183PACKAGING CORP OF AMERICA6951561095,194$978,8210.08%
184MGIC INVT CORP WIS COM55284810334,265$953,9250.08%
185SCHWAB ETFS- US BROAD MARKET ETF80852410240,002$953,2420.08%
186ENBRIDGE INC COMENNPF20,897$947,0520.08%
187VERALTO CORP COM SHSVLTO9,361$945,0050.08%
188TEXAS INSTRS INC COM8825081044,467$927,5100.07%
189HUNT J B TRANS SVCS INC COM4456581076,395$918,3180.07%
190BRISTOL-MYERS SQUIBB CO COMCELG-RI19,702$912,0090.07%
191TRANE TECHNOLOGIES PLC SHSTT2,060$901,2760.07%
192SPDR S&P 1500 VALUE TILT ETF78464A1284,681$899,4540.07%
193LENNAR CORP CL ALEN-B8,063$891,8610.07%
194ALLSTATE CORPALL-PJ4,409$887,5380.07%
195MURPHY USA INC COMMUSA2,174$884,4650.07%
196SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW13,497$884,3230.07%
197NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF45409B46117,718$878,6390.07%
198ADVANCED MICRO DEVICES INC COMAMD6,170$875,5230.07%
199ISHARES U.S. TREASURY BOND ETF46429B26738,011$873,4880.07%
200TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391003,853$872,6080.07%
201SYMANTEC CORPGENVR29,080$854,9530.07%
202GE VERNOVA INC COMGEV1,601$847,2710.07%
203AUTOMATIC DATA PROCESSING INC COMADP2,679$826,1000.07%
204ISHARES MSCI INTL QUALITY FACTOR ETF46434V45619,048$823,2550.07%
205VANGUARD RUSSELL 1000 GROWTH ETF92206C6807,516$820,7470.07%
206BOOKING HOLDINGS INC COMBKNG139$805,5360.07%
207ECOLAB INC COMECL2,978$802,3280.06%
208SPDR GOLD ETFGLD2,621$798,9590.06%
209WASTE MANAGEMENT INC94106L1093,461$792,0420.06%
210ISHARES CORE S&P U.S. GROWTH ETF4642876715,246$788,9690.06%
211BANK AMERICA CORP 7.25CNV PFD L060505682641$777,5330.06%
212SHERWIN WILLIAMS CO COMSHW2,256$774,6610.06%
213VANGUARD SMALL-CAP ETF9229087513,262$773,0240.06%
214POWERSHARES SP500 LOW VOLATILITY ETFIVZ10,571$769,8020.06%
215LOWES COS INC COM5486611073,455$766,5120.06%
216Innovator US Equity Power Buffer - AprilINHD20,097$749,4170.06%
217ISHARES 1-3 YEAR TREASURY BOND ETF4642874578,974$743,5860.06%
218ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3963,083$740,9800.06%
219BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$728,8000.06%
220VISTRA CORP COMVST3,760$728,6980.06%
221GENERAL DYNAMICS CORP COMGD2,498$728,5570.06%
222JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF47804J83424,673$720,1950.06%
223ISHARES CORE S&P MID CAP ETF46428750711,463$710,9650.06%
224THERMO FISHER SCIENTIFIC INC COMTMO1,750$709,5600.06%
225CAPITAL ONE FINANCIAL CORP14040H1053,283$698,4420.06%
226CHUBB LIMITED COMCB2,388$691,7440.06%
227ROBLOX CORP CL ARBLX6,471$680,7490.05%
228BRAZE INC COM CL ABRZE24,194$679,8510.05%
229PARKER-HANNIFIN CORP COMPH972$679,1340.05%
230TRUIST FINL CORP COM89832Q10915,743$676,8020.05%
231HONEYWELL INTL INC4385161062,888$672,5570.05%
232ISHARES MSCI EAFE ETF4642874657,360$657,9100.05%
233DOORDASH INC CL ADASH2,615$644,6240.05%
234STRYKER CORPSYK1,613$638,0900.05%
235RYAN SPECIALTY HOLDINGS INC CL ARYAN9,319$633,5990.05%
236RTX CORPORATION COMRTX4,305$628,6040.05%
237ISHARES U.S. HEALTHCARE ETF46428776211,127$628,4660.05%
238CARDINAL HEALTH INCCAH3,733$627,2200.05%
239ISHARES CORE S&P US VALUE ETF4642876636,625$626,9300.05%
240VALERO ENERGY CORPVLO4,561$613,1510.05%
241BOEING CO COMBA-PA2,916$610,9880.05%
242DISNEY WALT CO COM2546871064,790$593,9520.05%
243OUTFRONT MEDIA INC COM NEWOUT36,124$589,5520.05%
244KINETIK HOLDINGS INC COM NEW CL AKNTK13,357$588,3650.05%
245BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC17,919$587,3870.05%
246CISCO SYS INCCSCO8,400$582,7750.05%
247KENVUE INC COMKVUE27,744$580,6830.05%
248ACCENTURE LTD BERMUDA CL AACN1,940$579,7100.05%
249MCKESSON CORPMCK782$573,1240.05%
250HEALTH CARE SELECT SECTOR SPDR FUND81369Y2094,214$567,9630.05%
251MERCK & CO INCMRK7,140$565,2390.05%
252PEPSICO INC COMPEP4,241$559,9190.05%
253US FOODS HLDG CORP COMUSFD7,264$559,4010.05%
254DUKE ENERGY CORP NEW COM NEWDUKB4,717$556,6610.04%
255SCHWAB CHARLES CORP COMSCHW-PJ6,062$553,1010.04%
256STERIS PLC SHS USDSTE2,298$551,9080.04%
257ADOBE SYS INCADBE1,420$549,3700.04%
258Innovator US Equity Power Buffer - DecINHD13,707$548,4170.04%
259ISHARES RUSSELL 1000 GROWTH ETF4642876141,283$544,7360.04%
260SNOWFLAKE INC COM SHSSNOW2,416$540,6280.04%
261ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI29,527$535,3180.04%
262AMERICAN EXPRESS CO COMAXP1,677$534,8390.04%
263EPR PPTYS COM SH BEN INT26884U1099,151$533,1500.04%
264WHIRLPOOL CORP COMWHR-PA5,187$526,0690.04%
265CATERPILLAR INC COMCAT1,348$523,2630.04%
266NATIXIS GATEWAY QUALITY INCOME ETF63873X3079,690$520,2560.04%
267VANGUARD MID-CAP ETF9229086291,855$518,9770.04%
268GOLDMAN SACHS GROUP INCGSCE732$518,3050.04%
269GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF12,954$513,7560.04%
270RAYMOND JAMES FINL INC7547301093,302$506,3890.04%
271CVS HEALTH CORP COMCVS7,266$501,1760.04%
272NUCOR CORP COMNUE3,858$499,7740.04%
273VERISIGN INCVRSN1,715$495,3200.04%
274EQUITY RESIDENTIALEQR7,338$495,2370.04%
275FTAI AVIATION LTD SHSFTAIN4,296$494,1940.04%
276ROSS STORES INCROST3,812$486,3120.04%
277BOFI HLDG INCAX6,360$483,6140.04%
278SCHWAB US LARGE CAP VALUE ETF80852440917,386$481,0600.04%
279SCH US REIT ETF80852484721,855$462,4590.04%
280APPLIED MATLS INC COM0382221052,526$462,4490.04%
281PROLOGIS SHARE BENEFICIAL INTPLDGP4,363$458,6390.04%
282NASDAQ INC COMNDAQ5,124$458,1720.04%
283COINBASE GLOBAL INC COM CL ACOIN1,305$457,3890.04%
284OVERLAY SHARES LARGE CAP EQUITY ETF53656F8059,451$456,5780.04%
285MCCORMICK & CO INC COM NON VTGMKC-V6,007$455,4610.04%
286ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875154,098$448,7310.04%
287PENTAIR PLC SHSPNR4,364$448,0150.04%
288TAKE-TWO INTERACTIVE SOFTWARE COMTTWO1,834$445,3870.04%
289JPMORGAN ULTRA-SHORT INCOME ETF46641Q8378,691$440,4820.04%
290MONSTER BEVERAGE CORPMNST6,999$438,4170.04%
291Innovator US Equity Power Buffer - NovINHD11,083$438,0000.04%
292HOST MARRIOTT CORP NEW REITHST28,471$437,3130.04%
293MICRON TECHNOLOGYMU3,536$435,8650.04%
294ROYAL CARIBBEAN GROUP COMV7780T1031,392$435,7690.04%
295VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF9219468104,833$435,5500.04%
296ENTERPRISE PRODS PARTNERS L P29379210714,006$434,3190.04%
297INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7042,926$431,6270.03%
298COLGATE PALMOLIVE CO COMCL4,733$430,1890.03%
299AIR PRODS & CHEMS INC COMAIIR1,522$429,2920.03%
300PFIZER INC COMPFE17,541$425,2020.03%
301CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X10413,112$419,1800.03%
302ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF46428988310,664$416,6420.03%
303KIMBERLY-CLARK CORP COMKMB3,222$415,3690.03%
304MOTOROLA SOLUTIONS INC COM NEWMSI981$412,3050.03%
305LOCKHEED MARTIN CORPLMT882$408,6650.03%
306PNC FINL SVCS GROUP INC COM6934751052,164$403,4580.03%
307Innovator US Equity Buffer - JanuaryINHD8,015$402,5500.03%
308SCHWAB ETFS- US SMALL-CAP ETF80852460715,734$398,0610.03%
309PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4673,908$393,5740.03%
310SPDR PORTFOLIO EMERGING MARKETS ETF78463X5099,200$393,2210.03%
311CONOCOPHILLIPS COMCOP4,381$393,1480.03%
312MONDELEZ INTL INC CL A6092071055,805$391,4620.03%
313WATSCO INC COMWSO-B876$386,9860.03%
314INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETFIVZ27,719$384,4630.03%
315EXELON CORP COMEXC8,839$383,7860.03%
316LAM RESEARCH CORPLRCX3,922$381,7650.03%
317ISHARES RUSSELL 2000 ETF4642876551,768$381,5890.03%
318MERCADOLIBRE INC COMMELI145$378,9760.03%
319JPMORGAN BETABUILDERS JAPAN ETF46641Q2176,114$377,6950.03%
320SYSCO CORP COMSYY4,974$376,7380.03%
321ROYAL BK CDA COM7800871022,861$376,3650.03%
322ISHARES CORE 40/60 MODERATE ALLOCATION ETF4642898758,108$373,2920.03%
323MORGAN STANLEYMS-PQ2,646$372,7030.03%
324GENERAL MTRS CO COM37045V1007,554$371,7110.03%
325BLACKSTONE MTG TR INC COM CL ABX19,088$367,4390.03%
326COMCAST CORP NEW CL ACCZ10,166$362,8120.03%
327CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,648$358,0970.03%
328SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8488,857$355,2540.03%
329GILEAD SCIENCES INCGILD3,174$351,8760.03%
330VANGUARD GROWTH ETF922908736800$350,8870.03%
331AMERICAN ELEC PWR CO INC COM0255371013,345$347,1080.03%
332DANAHER CORP2358511021,749$345,4470.03%
333PULTE GROUP INC COM7458671013,218$339,4140.03%
334KLA-TENCOR CORPKLAC376$336,7620.03%
335VANGUARD TOTAL WORLD STOCK ETF9220427422,620$336,6590.03%
336ARISTA NETWORKS INC COM SHSANET3,237$331,1770.03%
337INTEL CORP COMINTC14,720$329,7320.03%
338DEVON ENERGY CORP25179M10310,274$326,8070.03%
339ISHARES MSCI MEXICO ETF4642868225,368$325,0860.03%
340INTUITIVE MACHINES INC CLASS A COMLUNR29,819$324,1330.03%
341DOUBLELINE MORTGAGE ETF25861R4026,556$321,7190.03%
342XCEL ENERGY INC COMXELLL4,609$313,8610.03%
343SPOTIFY TECHNOLOGY S A SHSSPOT406$311,5400.03%
344ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886206,032$310,2670.03%
345FORTINET INC COMFTNT2,930$309,7600.03%
346STARBUCKS CORPSBUX3,380$309,7530.03%
347FIRST CTZNS BANCSHARES INC DEL CL A31946M103158$309,1220.02%
348BOEING CO DEP CONV PFD ABA-PA4,518$307,2240.02%
349VANGUARD TOTAL BOND MARKET ETF9219378354,161$306,3470.02%
350KEURIG DR PEPPER INC COMKDP9,262$306,2100.02%
351AMPHENOL CORP CL A0320951013,093$305,4440.02%
352HCA INCHCA782$299,5090.02%
353GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETFNVGLF3,406$299,4390.02%
354SPDR S&P INSURANCE ETF78464A7895,012$299,4170.02%
355INTERCONTINENTAL EXCHANGE INC COM45866F1041,621$297,3140.02%
356ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,213$295,5080.02%
357HILTON WORLDWIDE HLDGS INC COMHLT1,101$293,2400.02%
358FIRST FINL BANKSHARES INC COM32020R1098,131$292,5530.02%
359Innovator US Equity Power Buffer - FebINHD7,637$290,2820.02%
360US BANCORP DEL COM NEWUSB-PS6,414$290,2290.02%
361ANALOG DEVICES INC COMADI1,217$289,7180.02%
362KKR & CO LPKKRT2,175$289,2920.02%
363AFLAC INC COMAFL2,741$289,0430.02%
364FREEPORT MCMORAN COPPERFCX6,658$288,6440.02%
365AUTODESK INC COMADSK929$287,5910.02%
366ATLAS ENERGY SOLUTIONS INC COM NEWAESI21,499$287,4410.02%
367PERMIAN RESOURCES CORP CLASS A COMPR21,077$287,0730.02%
368UNION PAC CORP COMUNP1,233$283,6870.02%
369MSCI INC COMMSCI484$279,2630.02%
370ELEVANCE HEALTH INC COMELV717$278,8740.02%
371BOSTON SCIENTIFIC CORPBSX2,592$278,4070.02%
372DELTA AIR LINES INC DEL CMNDAL5,653$277,9910.02%
373SPROTT INC COM NEWSII4,018$277,6040.02%
374AMGEN INCAMGN994$277,4190.02%
375ROBINHOOD MKTS INC COM CL A7707001022,962$277,3320.02%
376BLACK STONE MINERALS L P COM UNITBSMLP21,000$274,6800.02%
377CONSUMER STAPLES SELECT SECTOR SPDR81369Y3083,368$272,6870.02%
378CORTEVA INC COMCTVA3,653$272,2700.02%
379ILLINOIS TOOL WKS INC COM4523081091,096$271,0210.02%
380Innovator US Equity Power Buffer - OctINHD6,525$269,4830.02%
381FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX6,700$268,7320.02%
382CAPITAL GROUP DIVIDEND VALUE ETF14020W1066,804$268,7030.02%
383VANECK BITCOIN ETFHODL8,614$262,4690.02%
384JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF46654Q7244,177$261,3970.02%
385TRAVELERS COMPANIES INC COMTRV973$260,2380.02%
386PHILLIPS 66PSX2,175$259,4550.02%
387CLOROX CO DEL COMCLX2,151$258,2240.02%
388DARDEN RESTAURANTS INCDRI1,172$255,5340.02%
389INVESCO CURRENCYSHARES SWISS FRANC TRUST46138R1082,278$254,6800.02%
390FEDEX CORPFDX1,117$253,9390.02%
391ISHARES RUSSELL MIDCAP GROWTH ETF4642874811,827$253,3680.02%
392CLOUDFLARE INC CL A COMNET1,289$252,4250.02%
393EXTRA SPACE STORAGE INCEXR1,707$251,6610.02%
394KAYNE ANDERSON MLP INVT CO48660610619,671$250,2160.02%
395INVESCO CURRENCYSHARES EURO TRUSTFXE2,296$249,7820.02%
396FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10813,967$248,6080.02%
397AMERICAN INTL GROUP INC COM NEW0268747842,901$248,2880.02%
398INVESCO CURRENCYSHARES JAPANESE YEN TRUST46138W1073,881$248,1510.02%
399Innovator US Equity Power Buffer - SeptINHD6,060$247,7930.02%
400INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ14,609$245,1420.02%
401INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ5,147$244,7910.02%
402FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q2004,925$242,6060.02%
403SOFI TECHNOLOGIES INC COMSOFI13,318$242,5210.02%
404AGILENT TECH INCA2,048$241,6290.02%
405INVESCO AEROSPACE & DEFENSE ETFIVZ1,698$240,5900.02%
406DOW INC COMDOW9,056$239,7920.02%
407PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R5859,022$239,4440.02%
408SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,295$237,9520.02%
409IDEXX LABS INC COM45168D104442$237,0620.02%
410ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E59311,900$236,0960.02%
411SCHWAB INTERNATIONAL EQUITY ETF80852480510,683$236,0860.02%
412Innovator US Equity Buffer - DecemberINHD5,203$234,9670.02%
413HERSHEY CO COMHSY1,410$233,9450.02%
414WEST PHARMACEUTICAL SVSC INC COM9553061051,062$232,3660.02%
415EDISON INTL COM2810201074,480$231,1680.02%
416GLOBAL X SUPERDIVIDEND ETF37960A66910,251$231,1600.02%
417SCHWAB US AGGREGATE BOND ETF8085248399,909$230,2850.02%
418Innovator International Power Buffer - OctINHD6,968$229,0630.02%
419FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302850$228,9310.02%
420NIKE INC CLASS BNKE3,199$227,2630.02%
421PAYPAL HLDGS INC COMPYPL3,048$226,5270.02%
422ZOETIS INC COM CL AZTS1,449$225,8980.02%
423VANGUARD DIVIDEND APPRECIATION ETF9219088441,100$225,1370.02%
424EOG RESOURCES INCEOG1,871$223,8380.02%
425ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5242,834$223,5950.02%
426MICROSTRATEGY INC CL A NEWSTRK550$222,3270.02%
427METLIFE INC COMMET-PF2,756$221,6380.02%
428EMCOR GROUP INC COMEME414$221,4440.02%
429MEDTRONIC PLC SHSMDT2,513$219,0520.02%
430APOLLO GLOBAL MGMT INC COM03769M1061,538$218,1720.02%
431MARKEL CORP HOLDING COMKL109$217,7120.02%
432NORTHROP GRUMMAN CORP COMNOC433$216,6560.02%
433JPMORGAN BETABUILDERS CANADA ETF46641Q2252,668$215,3340.02%
434ULTA BEAUTY INC COMULTA459$214,7290.02%
435BNY MELLON CORE BOND ETF09661T6025,048$212,9400.02%
436SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF78468R4407,800$212,3940.02%
437SHOPIFY INC CL A SUB VTG SHSSHOP1,836$211,7830.02%
438SCHWAB US DIVIDEND EQUITY ETF8085247977,970$211,2030.02%
439CBRE GROUP INC ACBRE1,501$210,3200.02%
440Innovator US Equity Power Buffer - AugINHD5,167$209,0570.02%
441Innovator US Equity Power Buffer - JulyINHD4,757$208,5940.02%
442SYNOPSYS INC COMSNPS404$207,1230.02%
443BANK OZK LITTLE ROCK ARK COMOZKAP4,374$205,8580.02%
444CIGNA CORP125523100614$203,0840.02%
445DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8806,914$203,0640.02%
446FISERV INCFISV1,177$202,9270.02%
447EXPEDIA INC DEL COMEXPE1,201$202,6030.02%
448AIRBNB INC COM CL AABNB1,529$202,3480.02%
449MARATHON PETE CORPMARA1,213$201,5270.02%
450VANGUARD REAL ESTATE ETF9229085532,263$201,5060.02%
451REDDIT INC CL ARDDT1,338$201,4630.02%
452AMERIPRISE FINL INC COM03076C106377$201,0160.02%
453UNITED PARCEL SERVICE INCUPS1,988$200,6760.02%
454PG&E CORP COMPCG-PX14,347$200,0020.02%
455FORD MOTOR COMPANY34537086017,200$186,6190.02%
456DISCOVERY HLDG COWBD14,619$167,5340.01%
457GOLDMINING INC COMGLDG15,000$10,8000.00%