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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 Q3 2025 · Filed November 5, 2025 · Accession 0001104659-25-106781

Total Value
$1.34B
Positions
455
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (455)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX46428720074,534$49.9M3.71%
2SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409410,427$42.9M3.19%
3WALMART INC COMWMT403,744$41.6M3.09%
4APTUS COLLARED INVESTMENT OPPORTUNITY ETF26922A222841,167$36.5M2.72%
5APPLE INCAAPL132,095$33.6M2.50%
6INVESCO NASDAQ 100 ETFIVZ127,179$31.4M2.34%
7NVIDIA CORPNVDA167,225$31.2M2.32%
8ISHARES RUSSELL 1000 VALUE ETF464287598151,850$30.9M2.30%
9VANGUARD FTSE DEVELOPED MARKETS ETF921943858485,504$29.1M2.16%
10INVESCO S&P 500 EQUAL WEIGHT ETFIVZ148,407$28.2M2.09%
11MICROSOFTMSFT45,286$23.5M1.74%
12ISHARES CORE MSCI EAFE ETF46432F842268,430$23.4M1.74%
13ACCESS TREASURY 0-1 YEAR ETFNVGLF231,193$23.2M1.72%
14APTUS INTERNATIONAL ENHANCED YIELD26922B709933,883$22.0M1.64%
15JPMORGAN CORE PLUS BOND ETF46641Q670445,422$21.2M1.57%
16APTUS DEFINED RISK ETF26922A388705,979$20.4M1.51%
17ISHARES CORE MSCI EMERGING MARKETS ETF46434G103298,205$19.7M1.46%
18OPUS SMALL CAP VALUE ETF26922A446453,071$17.3M1.29%
19BROADCOM INC COMAVGO47,952$15.8M1.18%
20VANGUARD S&P 500 ETF92290836325,578$15.7M1.16%
21ISHARES NATIONAL MUNI BOND ETF464288414135,541$14.4M1.07%
22APTUS DRAWDOWN MANAGED EQUITY ETF26922A784258,789$13.2M0.98%
23SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672453,988$13.1M0.98%
24SPDR PORTFOLIO S&P 500 ETF78464A854166,617$13.1M0.97%
25AMAZON.COM INCAMZN58,836$12.9M0.96%
26ISHARES 7-10 YEAR TREASURY BOND ETF464287440128,261$12.4M0.92%
27ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100221,451$11.3M0.84%
28SPDR S&P 500 ETF TRUSTSPY16,682$11.1M0.83%
29FINANCIAL SELECT SECTOR SPDR FUND81369Y605205,665$11.1M0.82%
30APTUS LARGE CAP UPSIDE ETF26922B444398,055$10.6M0.79%
31ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407235,112$10.2M0.76%
32SPDR PORTFOLIO HIGH YIELD BOND ETF78468R606405,238$9.7M0.72%
33VANGUARD FTSE EMERGING MARKETS ETF922042858170,540$9.2M0.69%
34META PLATFORMS INC CL AMETA12,354$9.1M0.67%
35ALPHABET INC CAP STK CL CGOOG34,523$8.4M0.63%
36JPMORGAN INCOME ETF46641Q159180,804$8.4M0.62%
37SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R408313,469$8.0M0.60%
38SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788169,080$7.4M0.55%
39TESLA MOTORS INCTSLA16,696$7.4M0.55%
40APTUS LARGE CAP ENHANCED YIELD ETF26922B535202,491$7.4M0.55%
41VANGUARD SHORT-TERM BOND ETF92193782793,177$7.4M0.55%
42ISHARES MSCI JAPAN ETF46434G82290,179$7.2M0.54%
43ISHARES FTSE CHINA ETF464287184171,779$7.1M0.53%
44ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724262,182$6.9M0.52%
45PHILIP MORRIS INTL INC71817210942,371$6.9M0.51%
46VANECK SEMICONDUCTOR ETF92189F67620,377$6.7M0.49%
47ALPHABET INC CAP STK CL AGOOG26,868$6.5M0.49%
48JPMORGAN CHASE & CO. COMVYLD20,330$6.4M0.48%
49ISHARES MSCI USA QUALITY FACTOR ETF46432F33932,797$6.4M0.47%
50ISHARES GOLD TRUSTIAU87,408$6.4M0.47%
51COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85252,404$6.2M0.46%
52ISHARES AGGREGATE BOND ETF46428722661,040$6.1M0.46%
53BLACKSTONE GROUP LPBX34,221$5.8M0.43%
54ISHARES MSCI ACWI EX U.S. ETF46428824087,789$5.7M0.42%
55POWERSHARES QQQ TRIVZ9,438$5.7M0.42%
56ALTRIA GROUP INC COMMO84,158$5.6M0.41%
57VISA INCV16,107$5.5M0.41%
58NETFLIX COM INCNFLX4,449$5.3M0.40%
59SEAGATE TECHNOLOGYSE22,546$5.3M0.40%
60WELLS FARGO CO NEW COM94974610162,520$5.2M0.39%
61ABBVIE INC COMABBV21,991$5.1M0.38%
62OMEGA HEALTHCARE INVS INC COM681936100120,024$5.1M0.38%
63QUEST DIAGNOSTICS INC COMDGX25,779$4.9M0.37%
64Schwab US Large Cap ETF808524201185,178$4.9M0.36%
65SABRA HEALTH CARE REIT INC COMSBRA261,598$4.9M0.36%
66PALANTIR TECHNOLOGIES INC CL APLTR26,566$4.8M0.36%
67DIMENSIONAL US HIGH PROFITABILITY ETF25434V831126,007$4.8M0.35%
68UNITED RENTALS INCURI4,834$4.6M0.34%
69RITHM CAPITAL CORP COM NEWRITM-PF401,336$4.6M0.34%
70SPDR PORTFOLIO S&P 500 VALUE ETF78464A50881,845$4.5M0.34%
71DIGITAL REALTY TRUST INC25386810326,109$4.5M0.34%
72BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,968$4.5M0.34%
73LINCOLN NATL CORP IND COM534187109109,954$4.4M0.33%
74HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F62398,196$4.4M0.33%
75T-MOBILE US INC COMTMUSZ17,890$4.3M0.32%
76ISHARES BITCOIN TRUST ETFIBIT65,490$4.3M0.32%
77ATMOS ENERGY CORP COMATO24,422$4.2M0.31%
78JOHNSON & JOHNSON COMJNJ22,470$4.2M0.31%
79SIMON PROPERTY GROUP INC82880610922,174$4.2M0.31%
80APTUS DEFERRED INCOME ETF26922B451158,212$4.2M0.31%
81SOUTHERN CO COMSOMN43,320$4.1M0.31%
82INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70426,320$4.1M0.30%
83ORACLE CORPORATIONORCL-PD14,400$4.0M0.30%
84KINDER MORGAN INC DEL COMEP-PC141,827$4.0M0.30%
85AMERICAN TOWER CORP03027X10020,134$3.9M0.29%
86FIRST TRUST CAPITAL STRENGTH ETF33733E10440,984$3.8M0.29%
87EXXON MOBIL CORP COMXOM33,916$3.8M0.28%
88CLEARWAY ENERGY INC CL ACWEN-A141,987$3.8M0.28%
89SERVICENOW INC COMNOW4,151$3.8M0.28%
90ANTERO MIDSTREAM CORP COMAM196,239$3.8M0.28%
91APTUS ENHANCED YIELD ETF26922B642168,937$3.8M0.28%
923M CO COMMMM23,865$3.7M0.28%
93BLACKSTONE SECD LENDING FD COMMON STOCKBX138,916$3.6M0.27%
94STARWOOD PPTY TR INC COMSTHO186,414$3.6M0.27%
95BANK AMERICA CORP COM06050510468,695$3.5M0.26%
96VANGUARD TOTAL STOCK MARKET ETF92290876910,653$3.5M0.26%
97COCA COLA CO COMKO52,061$3.5M0.26%
98HOME DEPOTHD8,354$3.4M0.25%
99LADDER CAP CORP CL ALADR303,753$3.3M0.25%
100FIFTH THIRD BANCORPFITBM74,233$3.3M0.25%
101FS KKR CAP CORP COMFSK216,133$3.2M0.24%
102TRAVEL PLUS LEISURE CO COM89416410252,688$3.1M0.23%
103ARES CAPITAL CORP COMARCC150,736$3.1M0.23%
104QUANTA SERVICES INC74762E1027,329$3.0M0.23%
105HERCULES CAPITAL INC COMHCXY158,053$3.0M0.22%
106AMERICAN CAPITAL AGENCY CORP.00123Q104291,903$2.9M0.21%
107VORNADO REALTY TRUST92904210969,724$2.8M0.21%
108UBER TECHNOLOGIES INC COMUBER28,673$2.8M0.21%
109VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H300108,668$2.8M0.21%
110BLACKROCK INCBLK2,365$2.8M0.20%
111ELI LILLY & CO COMLLY3,530$2.7M0.20%
112ISHARES 3-7 YEAR TREASURY BOND ETF46428866122,273$2.7M0.20%
113EATON CORP PLC SHSETN7,073$2.6M0.20%
114PROCTER AND GAMBLE CO COM74271810917,097$2.6M0.20%
115NEXTERA ENERGY INC COMNEE-PW33,959$2.6M0.19%
116VERIZON COMMUNICATIONSVZ58,106$2.6M0.19%
117FIRSTENERGY CORPFE55,493$2.5M0.19%
118TJX COS INC NEW COM87254010917,567$2.5M0.19%
119LTC PPTYS INC COM50217510268,376$2.5M0.19%
120MCDONALDS CORP COMMCD8,270$2.5M0.19%
121SCHWAB US LARGE CAP GROWTH ETF80852430078,262$2.5M0.19%
122ISHARES 0-3 MONTH TREASURY BOND ETF46436E71824,752$2.5M0.19%
123PROGRESSIVE CORP COM74331510310,046$2.5M0.18%
124SIXTH STREET SPECIALTY LENDING COMTSLX108,404$2.5M0.18%
125UGI CORP NEW COM90268110573,924$2.5M0.18%
126COSTCO WHOLESALE CORP22160K1052,649$2.5M0.18%
127LEIDOS HOLDINGS INC COMLDOS12,831$2.4M0.18%
128INTL BUSINESS MACHINESINTR8,486$2.4M0.18%
129S&P GLOBAL INC COMSPGI4,874$2.4M0.18%
130WELLTOWER INC COMWELL12,895$2.3M0.17%
131L3HARRIS TECHNOLOGIES INC COMLHX7,507$2.3M0.17%
132BROADRIDGE FINL SOLUTIONS INC COM11133T1039,595$2.3M0.17%
133NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF45409B56073,079$2.3M0.17%
134ONEOK INC NEW COMOKE30,972$2.3M0.17%
135CINCINNATI FINL CORP COM17206210114,230$2.2M0.17%
136Harbor Long-Term Growers ETF41151J40669,606$2.2M0.16%
137PALO ALTO NETWORKS INC COMPANW10,383$2.1M0.16%
138UNITEDHEALTH GROUPUNH6,060$2.1M0.16%
139DIAMONDBACK ENERGY INC COMFANG14,167$2.0M0.15%
140GOLUB CAP BDC INC COM38173M102146,791$2.0M0.15%
141TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8036,980$2.0M0.15%
142ROPER INDUSTRIES INCROP3,853$1.9M0.14%
143KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20720,924$1.9M0.14%
144EMERSON ELEC CO COMEMR14,572$1.9M0.14%
145CASEYS GEN STORES INC COM1475281033,353$1.9M0.14%
146ASML HOLDING N V N Y REGISTRY SHSASMLF1,915$1.9M0.14%
147COPART INCCPRT40,812$1.8M0.14%
148CONSTELLATION ENERGY CORP COMCEG5,502$1.8M0.13%
149INTUITIVE SURGICAL, INC.ISRG4,008$1.8M0.13%
150QUALCOMM INC COMQCOM10,741$1.8M0.13%
151CHEMED CORP NEW COMCHE3,982$1.8M0.13%
152AT&T INC COMT-PC62,605$1.8M0.13%
153ISHARES U.S. ENERGY ETF46428779637,124$1.8M0.13%
154ISHARES U.S. INDUSTRIALS ETF46428775412,003$1.8M0.13%
155CENCORA INC COMCOR5,582$1.7M0.13%
156ALLEGION PLCALLE9,769$1.7M0.13%
157LINDE PLC SHSLIN3,621$1.7M0.13%
158FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10636,118$1.7M0.12%
159VANGUARD RUSSELL 1000 GROWTH ETF92206C68013,577$1.6M0.12%
160SPOTIFY TECHNOLOGY S A SHSSPOT2,317$1.6M0.12%
161GE AEROSPACE COM NEW3696043015,348$1.6M0.12%
162SPDR GOLD ETFGLD4,523$1.6M0.12%
163REGIONS FINANCIAL CORP NEWRF-PF60,760$1.6M0.12%
164CHEVRON CORP NEW COMCVX9,874$1.5M0.11%
165MASTERCARD INCMA2,680$1.5M0.11%
166TYSON FOODS INC CL ATSN27,900$1.5M0.11%
167ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF46428985917,095$1.5M0.11%
168GARMIN LTDGRMN5,925$1.5M0.11%
169JPMORGAN ULTRA-SHORT INCOME ETF46641Q83727,551$1.4M0.10%
170CINTAS CORPCTAS6,406$1.3M0.10%
171PACKAGING CORP OF AMERICA6951561095,914$1.3M0.10%
172ISHARES U.S. CONSUMER STAPLES ETF46428781218,571$1.3M0.09%
173SPDR S&P 1500 VALUE TILT ETF78464A1286,013$1.2M0.09%
174JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J20618,023$1.2M0.09%
175ISHARES CORE 60/40 BALANCED ALLOCATION ETF46428986717,960$1.2M0.09%
176TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391004,062$1.1M0.08%
177CITIGROUP INCC-PR11,167$1.1M0.08%
178WILLIAMS COS INC COM96945710017,790$1.1M0.08%
179LENNAR CORP CL ALEN-B8,763$1.1M0.08%
180ISHARES S&P SMALLCAP 600 ETF4642878049,275$1.1M0.08%
181ALLSTATE CORPALL-PJ5,125$1.1M0.08%
182VERALTO CORP COM SHSVLTO10,208$1.1M0.08%
183PEPSICO INC COMPEP7,708$1.1M0.08%
184SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW13,882$1.1M0.08%
185CROWDSTRIKE HLDGS INC CL ACRWD2,123$1.0M0.08%
186MGIC INVT CORP WIS COM55284810336,588$1.0M0.08%
187ENBRIDGE INC COMENNPF20,553$1.0M0.08%
188SCHWAB ETFS- US BROAD MARKET ETF80852410240,073$1.0M0.08%
189MONSTER BEVERAGE CORPMNST15,230$1.0M0.08%
190ADVANCED MICRO DEVICES INC COMAMD6,332$1.0M0.08%
191POWERSHARES SP500 LOW VOLATILITY ETFIVZ13,811$1.0M0.08%
192THERMO FISHER SCIENTIFIC INC COMTMO2,012$976,0630.07%
193GENERAL DYNAMICS CORP COMGD2,858$974,4900.07%
194HUNT J B TRANS SVCS INC COM4456581077,174$962,5790.07%
195LOWES COS INC COM5486611073,753$943,0770.07%
196ABBOTT LABS COMABLZF7,039$942,7660.07%
197NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF45409B46117,718$942,4700.07%
198SYMANTEC CORPGENVR32,326$917,7260.07%
199CATERPILLAR INC COMCAT1,909$910,7760.07%
200TEXAS INSTRS INC COM8825081044,838$888,8570.07%
201FTAI AVIATION LTD SHSFTAIN5,267$878,7980.07%
202TRANE TECHNOLOGIES PLC SHSTT2,017$850,9270.06%
203INTUIT INCINTU1,242$848,4880.06%
204VANGUARD SMALL-CAP ETF9229087513,281$834,3090.06%
205ROBLOX CORP CL ARBLX5,832$807,8490.06%
206SHERWIN WILLIAMS CO COMSHW2,324$804,5840.06%
207RTX CORPORATION COMRTX4,801$803,3080.06%
208ISHARES CORE S&P U.S. GROWTH ETF4642876714,827$794,2900.06%
209WASTE MANAGEMENT INC94106L1093,554$784,7400.06%
210ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3963,050$782,2250.06%
211ISHARES U.S. TREASURY BOND ETF46429B26733,818$781,8680.06%
212JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF47804J83424,603$778,7970.06%
213DEERE & CO COMDE1,702$778,3870.06%
214Innovator US Equity Power Buffer - AprilINHD20,097$770,9210.06%
215PARKER-HANNIFIN CORP COMPH1,008$764,1200.06%
216ARISTA NETWORKS INC COM SHSANET5,207$758,7120.06%
217AUTOMATIC DATA PROCESSING INC COMADP2,578$756,7600.06%
218SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R6638,232$755,3310.06%
219ISHARES CORE S&P MID CAP ETF46428750711,438$746,4650.06%
220VALERO ENERGY CORPVLO4,384$746,3780.06%
221BANK AMERICA CORP 7.25CNV PFD L060505682579$741,1200.06%
222TRUIST FINL CORP COM89832Q10916,190$740,2010.06%
223APPLOVIN CORP COM CL AAPP1,022$734,3480.05%
224ISHARES FLOATING RATE BOND ETF46429B65514,355$733,3360.05%
225ISHARES TR LEHMAN SHORT TREA BDFD4642886796,600$729,2240.05%
226MORGAN STANLEYMS-PQ4,516$717,9250.05%
227LAM RESEARCH CORPLRCX5,230$700,3180.05%
228ECOLAB INC COMECL2,554$699,3770.05%
229AMPHENOL CORP CL A0320951015,563$688,4760.05%
230BRAZE INC COM CL ABRZE24,201$688,2760.05%
231BOEING CO COMBA-PA3,100$669,0710.05%
232MERCK & CO INCMRK7,946$666,9070.05%
233ISHARES CORE S&P US VALUE ETF4642876636,653$664,9850.05%
234OUTFRONT MEDIA INC COM NEWOUT36,146$662,1910.05%
235GE VERNOVA INC COMGEV1,055$648,9040.05%
236CAPITAL ONE FINANCIAL CORP14040H1053,008$639,4050.05%
237PFIZER INC COMPFE24,784$631,5060.05%
238BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC18,300$629,8700.05%
239BOOKING HOLDINGS INC COMBKNG116$627,0170.05%
240CVS HEALTH CORP COMCVS8,293$625,2220.05%
241ISHARES U.S. HEALTHCARE ETF46428776210,502$616,7030.05%
242STRYKER CORPSYK1,639$605,8010.05%
243DUKE ENERGY CORP NEW COM NEWDUKB4,878$603,6000.04%
244ISHARES RUSSELL 1000 GROWTH ETF4642876141,283$600,9700.04%
245CHUBB LIMITED COMCB2,109$595,3160.04%
246RAYMOND JAMES FINL INC7547301093,443$594,2720.04%
247DOORDASH INC CL ADASH2,171$590,4900.04%
248ROSS STORES INCROST3,780$576,0560.04%
249Innovator US Equity Power Buffer - DecINHD13,707$575,9680.04%
250INTEL CORP COMINTC17,118$574,3150.04%
251STERIS PLC SHS USDSTE2,317$573,2660.04%
252HONEYWELL INTL INC4385161062,716$571,7470.04%
253ISHARES TREASURY FLOATING RATE BOND ETF46434V86011,223$567,7720.04%
254ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF46428988313,993$561,9590.04%
255VANGUARD FTSE ALL-WORLD EX-US9220427757,818$557,9710.04%
256US FOODS HLDG CORP COMUSFD7,256$555,9550.04%
257KINETIK HOLDINGS INC COM NEW CL AKNTK12,976$554,5810.04%
258PROLOGIS SHARE BENEFICIAL INTPLDGP4,833$553,4280.04%
259HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,951$549,7970.04%
260NATIXIS GATEWAY QUALITY INCOME ETF63873X3079,790$548,7260.04%
261GOLDMAN SACHS GROUP INCGSCE688$547,6500.04%
262VANGUARD MID-CAP ETF9229086291,856$545,1270.04%
263PNC FINL SVCS GROUP INC COM6934751052,703$543,1240.04%
264MICRON TECHNOLOGYMU3,224$539,4420.04%
265BOFI HLDG INCAX6,364$538,7130.04%
266CARDINAL HEALTH INCCAH3,423$537,2330.04%
267KROGER CO COMKR7,957$536,3860.04%
268EPR PPTYS COM SH BEN INT26884U1099,212$534,3680.04%
269GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF12,954$532,5390.04%
270ISHARES CORE 40/60 MODERATE ALLOCATION ETF46428987511,086$527,4720.04%
271CISCO SYS INCCSCO7,620$521,3830.04%
272CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4072,173$520,6950.04%
273APPLIED MATLS INC COM0382221052,537$519,4980.04%
274GENERAL MTRS CO COM37045V1008,446$514,9620.04%
275PHILLIPS 66PSX3,744$509,2010.04%
276SCHWAB US LARGE CAP VALUE ETF80852440917,463$508,3360.04%
277SCHWAB CHARLES CORP COMSCHW-PJ5,284$504,4620.04%
278NUCOR CORP COMNUE3,698$500,8190.04%
279OVERLAY SHARES LARGE CAP EQUITY ETF53656F8059,451$494,4760.04%
280ISHARES 1-3 YEAR TREASURY BOND ETF4642874575,933$492,2020.04%
281ROBINHOOD MKTS INC COM CL A7707001023,437$492,1100.04%
282ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI28,543$489,8030.04%
283DISNEY WALT CO COM2546871064,266$488,4150.04%
284AMERICAN EXPRESS CO COMAXP1,470$488,2390.04%
285HEALTHPEAK PPTY INC.DOC25,448$487,3320.04%
286CONOCOPHILLIPS COMCOP5,086$481,0870.04%
287EQUITY RESIDENTIALEQR7,422$480,4020.04%
288MOTOROLA SOLUTIONS INC COM NEWMSI1,034$472,7810.04%
289SCH US REIT ETF80852484721,905$472,4890.04%
290ADOBE SYS INCADBE1,331$469,5100.03%
291O REILLY AUTOMOTIVE INC67103H1074,346$468,5420.03%
292PULTE GROUP INC COM7458671013,452$456,1770.03%
293VANGUARD TOTAL BOND MARKET ETF9219378356,087$452,6620.03%
294KLA-TENCOR CORPKLAC419$452,3260.03%
295CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X10413,215$451,5590.03%
296Innovator US Equity Power Buffer - NovINHD10,958$449,9350.03%
297INVESCO AEROSPACE & DEFENSE ETFIVZ2,873$446,6080.03%
298ENTERPRISE PRODS PARTNERS L P29379210714,142$442,2060.03%
299ACCENTURE LTD BERMUDA CL AACN1,790$441,3200.03%
300HOST MARRIOTT CORP NEW REITHST25,927$441,2720.03%
301SCHWAB ETFS- US SMALL-CAP ETF80852460715,789$440,5160.03%
302KENVUE INC COMKVUE27,093$439,7230.03%
303VANECK BITCOIN ETFHODL13,540$438,2900.03%
304VISTRA CORP COMVST2,206$432,2860.03%
305SYSCO CORP COMSYY5,236$431,1530.03%
306SPDR PORTFOLIO EMERGING MARKETS ETF78463X5099,200$430,6660.03%
307PENTAIR PLC SHSPNR3,881$429,8070.03%
308Innovator US Equity Buffer - JanuaryINHD8,015$424,9200.03%
309VANGUARD TOTAL WORLD STOCK ETF9220427423,065$422,3070.03%
310ROYAL BK CDA COM7800871022,861$421,4830.03%
311SNOWFLAKE INC COM SHSSNOW1,857$418,8460.03%
312AIR PRODS & CHEMS INC COMAIIR1,532$417,7000.03%
313COINBASE GLOBAL INC COM CL ACOIN1,235$416,8000.03%
314AMERICAN ELEC PWR CO INC COM0255371013,701$416,3850.03%
315HCA INCHCA971$413,6310.03%
316BRISTOL-MYERS SQUIBB CO COMCELG-RI9,106$410,6620.03%
317EXELON CORP COMEXC9,075$408,4760.03%
318ISHARES GLOBAL FINANCIALS ETF4642873333,486$406,7190.03%
319JPMORGAN BETABUILDERS JAPAN ETF46641Q2176,114$405,4510.03%
320MCCORMICK & CO INC COM NON VTGMKC-V6,037$403,9410.03%
321WHIRLPOOL CORP COMWHR-PA5,115$402,0190.03%
322XCEL ENERGY INC COMXELLL4,972$400,9600.03%
323TAKE-TWO INTERACTIVE SOFTWARE COMTTWO1,539$397,6160.03%
324GILEAD SCIENCES INCGILD3,519$390,5750.03%
325VANGUARD GROWTH ETF922908736801$384,0520.03%
326KIMBERLY-CLARK CORP COMKMB3,050$379,1750.03%
327INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETFIVZ27,719$375,0380.03%
328ROYAL CARIBBEAN GROUP COMV7780T1031,157$374,5380.03%
329SALESFORCE COMCRM1,574$373,0640.03%
330LOCKHEED MARTIN CORPLMT745$371,7120.03%
331VERISIGN INCVRSN1,327$371,0450.03%
332COLGATE PALMOLIVE CO COMCL4,630$370,0860.03%
333EXPEDIA INC DEL COMEXPE1,727$369,1850.03%
334NEWMONT CORP COMNEMCL4,354$367,0990.03%
335SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8488,852$359,1260.03%
336WATSCO INC COMWSO-B883$356,9570.03%
337AFLAC INC COMAFL3,176$354,7990.03%
338VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF9219468103,924$351,4730.03%
339BLACKSTONE MTG TR INC COM CL ABX19,006$349,8960.03%
340DOUBLELINE MORTGAGE ETF25861R4026,992$347,3590.03%
341MEDTRONIC PLC SHSMDT3,636$346,2970.03%
342US BANCORP DEL COM NEWUSB-PS7,029$339,7290.03%
343ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875152,929$336,8640.03%
344SPROTT INC COM NEWSII4,018$334,2570.02%
345SPDR NYSE TECHNOLOGY ETF78464A1021,222$332,6650.02%
346PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4673,205$330,3210.02%
347MERCADOLIBRE INC COMMELI140$327,1720.02%
348MONDELEZ INTL INC CL A6092071055,192$324,3140.02%
349DELTA AIR LINES INC DEL CMNDAL5,713$324,1850.02%
350WEST PHARMACEUTICAL SVSC INC COM9553061051,228$322,2070.02%
351ISHARES MSCI INTL QUALITY FACTOR ETF46434V4567,267$321,1290.02%
352ISHARES MSCI CHINA ETF46429B6714,835$318,3850.02%
353NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH12,804$315,3630.02%
354BOEING CO DEP CONV PFD ABA-PA4,518$314,3170.02%
355GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETFNVGLF3,332$312,5480.02%
356CLOUDFLARE INC CL A COMNET1,451$311,3700.02%
357EDISON INTL COM2810201075,597$309,4120.02%
358CBRE GROUP INC ACBRE1,960$308,8180.02%
359Innovator US Equity Power Buffer - FebINHD7,637$303,1130.02%
360DANAHER CORP2358511021,512$299,8100.02%
361KKR & CO LPKKRT2,303$299,2380.02%
362AUTODESK INC COMADSK937$297,6570.02%
363AUTOZONE INC NEVAZO69$296,0270.02%
364INTUITIVE MACHINES INC CLASS A COMLUNR27,915$293,6660.02%
365ANALOG DEVICES INC COMADI1,176$288,9570.02%
366ALNYLAM PHARMACEUTICALS INC COMALNY630$287,2800.02%
367EMCOR GROUP INC COMEME436$283,1990.02%
368Innovator US Equity Power Buffer - OctINHD6,525$281,2280.02%
369FIRST CTZNS BANCSHARES INC DEL CL A31946M103157$280,8980.02%
370NORTHROP GRUMMAN CORP COMNOC461$280,6920.02%
371BLACK STONE MINERALS L P COM UNITBSMLP21,000$275,9400.02%
372STARBUCKS CORPSBUX3,260$275,8300.02%
373INCYTE CORP COMINCY3,210$272,2400.02%
374PERMIAN RESOURCES CORP CLASS A COMPR21,116$270,2800.02%
375CONSUMER STAPLES SELECT SECTOR SPDR81369Y3083,441$269,7010.02%
376SCHWAB US AGGREGATE BOND ETF80852483911,462$269,0090.02%
377DOW INC COMDOW11,727$268,9080.02%
378HERSHEY CO COMHSY1,432$267,9010.02%
379CUMMINS INC COMCMI633$267,5130.02%
380ISHARES RUSSELL 2000 ETF4642876551,099$265,8720.02%
381Innovator US Equity Power Buffer - SeptINHD6,058$260,1910.02%
382ISHARES RUSSELL MIDCAP GROWTH ETF4642874811,823$259,6130.02%
383INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ5,250$259,6130.02%
384AMGEN INCAMGN918$258,9450.02%
385DEVON ENERGY CORP25179M1037,351$257,7190.02%
386SPDR S&P BIOTECH ETF78464A8702,545$255,0090.02%
387WESTERN DIGITAL CORP COMWDC2,116$254,1040.02%
388ELEVANCE HEALTH INC FORMERLY A COMELV786$253,8480.02%
389FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10813,913$253,7810.02%
390CHICAGO MERCANTILE HLDGS INCCME939$253,5830.02%
391SHOPIFY INC CL A SUB VTG SHSSHOP1,693$251,5970.02%
392SCHWAB INTERNATIONAL EQUITY ETF80852480510,766$250,6230.02%
393BANK NEW YORK MELLON CORP COM0640581002,298$250,3760.02%
394ISHARES MBS ETF4642885882,628$250,0540.02%
395Innovator US Equity Buffer - DecemberINHD5,203$249,3800.02%
396DELL TECHNOLOGIES INC CL CDELL1,749$247,9950.02%
397GLOBAL X SUPERDIVIDEND ETF37960A66910,251$245,8190.02%
398KAYNE ANDERSON MLP INVT CO48660610619,812$245,0750.02%
399FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q2004,901$244,0210.02%
400PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R5859,024$242,2040.02%
401CRH PLC ORDCRH1,989$238,5110.02%
402VANGUARD DIVIDEND APPRECIATION ETF9219088441,104$238,2840.02%
403Innovator International Power Buffer - OctINHD6,968$238,0970.02%
404UNION PAC CORP COMUNP1,004$237,3510.02%
405CAPITAL GROUP DIVIDEND VALUE ETF14020W1065,622$236,2920.02%
406FORD MOTOR COMPANY34537086019,745$236,1450.02%
407SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,120$235,7520.02%
408FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302840$235,0660.02%
409TE CONNECTIVITY LTDTEL1,064$233,6170.02%
410KEURIG DR PEPPER INC COMKDP9,142$233,2220.02%
411JPMORGAN BETABUILDERS CANADA ETF46641Q2252,669$232,7870.02%
412IRON MOUNTAIN INC46284V1012,272$231,6080.02%
413LYFT INC CL A COMLYFT10,472$230,4890.02%
414MCKESSON CORPMCK296$228,7940.02%
415IDEXX LABS INC COM45168D104358$228,7230.02%
416COMFORT SYS USA INC COM199908104276$227,7500.02%
417ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5242,850$227,0210.02%
418AGILENT TECH INCA1,765$226,5440.02%
419BANK OZK LITTLE ROCK ARK COMOZKAP4,423$225,4990.02%
420FEDEX CORPFDX945$222,8610.02%
421VANGUARD VALUE ETF9229087441,193$222,4910.02%
422FREEPORT MCMORAN COPPERFCX5,651$221,6300.02%
423CLOROX CO DEL COMCLX1,795$221,2760.02%
424HIMS & HERS HEALTH INC COM CL AHIMS3,900$221,2080.02%
425Innovator US Equity Power Buffer - AugINHD5,167$219,4420.02%
426INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ12,886$217,7670.02%
427Innovator US Equity Power Buffer - JulyINHD4,757$216,9190.02%
428D R HORTON INC23331A1091,279$216,8320.02%
429FIRST FINL BANKSHARES INC COM32020R1096,389$214,9900.02%
430ILLINOIS TOOL WKS INC COM452308109821$214,0820.02%
431SCHWAB US DIVIDEND EQUITY ETF8085247977,834$213,8740.02%
432MOELIS & CO CL AMC2,990$213,2170.02%
433MARATHON PETE CORPMARA1,102$212,3430.02%
434Innovator Emerging Mkts Power Buffer - OctINHD6,807$211,6300.02%
435VERTIV HOLDINGS CO COM CL AVRT1,401$211,3880.02%
436AIRBNB INC COM CL AABNB1,735$210,6640.02%
437VANGUARD REAL ESTATE ETF9229085532,297$209,9660.02%
438CORTEVA INC COMCTVA3,100$209,6800.02%
439NORFOLK SOUTHERN CRP655844108697$209,3240.02%
440HUBSPOT INC COMHUBS444$207,7030.02%
441POLO RALPH LAUREN CL A CLASS ARL660$206,9720.02%
442IQVIA HLDGS INC COMIQV1,087$206,4650.02%
443DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8806,551$205,5700.02%
444TRAVELERS COMPANIES INC COMTRV733$204,7450.02%
445MARKEL CORP HOLDING COMKL107$204,5160.02%
446MARVELL TECHNOLOGY GROUP LTDMRVL2,431$204,3530.02%
447ISHARES S&P 500 VALUE ETF464287408988$204,0460.02%
448FIDELITY NASDAQ COMPOSITE INDEX ETF3159128082,279$203,1570.02%
449RYAN SPECIALTY HOLDINGS INC CL ARYAN3,603$203,0650.02%
450ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E59310,204$202,8050.02%
451SOUNDHOUND AI INC CLASS A COMSOUNW10,027$161,2320.01%
452ADT CORPADT10,184$88,7030.01%
453NEW FOUND GOLD CORP COMNFGC20,000$47,4000.00%
454BRAZIL RESOURCES INCCOM NPV ISIN #CA1058651094 SEDOL #B4WFVM9GLDG15,000$18,4500.00%
455OUSTER INC WT EXP 092925OUST40,000$880.00%