Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ROTHSCHILD INVESTMENT LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001104659-26-012215

Total Value
$1.82B
Positions
3,428
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATION COMNVDA418,692$78.1M4.52%
2APPLE INC COMAAPL256,425$69.7M4.04%
3ALPHABET INC CAP STK CL AGOOG170,222$53.3M3.08%
4JPMORGAN CHASE & CO COMVYLD142,966$46.1M2.67%
5MICROSOFT CORP COMMSFT69,912$33.8M1.96%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A63,519$31.9M1.85%
7BLACKSTONE INC COMBX195,947$30.2M1.75%
8INVESCO RAFI US 1000 ETFIVZ619,700$29.1M1.68%
9ALPHABET INC CAP STK CL CGOOG88,873$27.9M1.61%
10AMAZON COM INC COMAMZN113,961$26.3M1.52%
11ABBVIE INC COMABBV99,348$22.7M1.31%
12CAPITAL GROUP DIVIDEND GROWERS ETF14021L109596,092$21.2M1.23%
13JOHNSON & JOHNSON COMJNJ97,072$20.1M1.16%
14META PLATFORMS INC CL AMETA30,163$19.9M1.15%
15CHEVRON CORPORATION COMCVX127,530$19.4M1.13%
16STATE STREET SPDR S&P 500 ETFSPY28,040$19.1M1.11%
17JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332333,933$19.1M1.11%
18AVANTIS U.S. SMALL CAP VALUE ETF025072877187,213$19.1M1.11%
19AMGEN INC COMAMGN58,163$19.0M1.10%
20VANGUARD DIVIDEND APPRECIATION ETF92190884484,297$18.5M1.07%
21COSTCO WHOLESALE CORPORATION COM22160K10521,208$18.3M1.06%
22CAMBRIA FOREIGN SHAREHOLDER YIELD ETF132061300557,994$18.1M1.05%
23CAMBRIA SHAREHOLDER YIELD ETF132061201247,655$17.2M1.00%
24EXXON MOBIL CORP COMXOM142,756$17.2M0.99%
25GENERAL DYNAMICS CORP COMGD47,748$16.1M0.93%
26THERMO FISHER SCIENTIFIC INC COMTMO25,617$14.8M0.86%
27ORACLE CORP COMORCL-PD73,876$14.4M0.83%
28GE AEROSPACE COM NEW36960430146,734$14.4M0.83%
29BROADCOM INC COMAVGO41,421$14.3M0.83%
30PALO ALTO NETWORKS INC COMPANW75,747$14.0M0.81%
31JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF46641Q373188,817$13.7M0.79%
32CATERPILLAR INC COMCAT22,353$12.8M0.74%
33ILLINOIS TOOL WKS INC COM45230810949,671$12.2M0.71%
34DIGITAL RLTY TR INC COM25386810377,562$12.0M0.69%
35HONEYWELL INTL INC COM43851610660,773$11.9M0.69%
36JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203203,611$11.8M0.68%
37CISCO SYS INC COMCSCO151,658$11.7M0.68%
38ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646214,980$11.4M0.66%
39NETFLIX INC. COMNFLX119,464$11.2M0.65%
40AMERICAN INTL GROUP INC COM NEW026874784129,950$11.1M0.64%
41ELI LILLY & CO COMLLY10,290$11.1M0.64%
42VISA INC COM CL AV31,338$11.0M0.64%
43VANGUARD S&P 500 ETF92290836317,473$11.0M0.63%
44QUALCOMM INC COMQCOM62,729$10.7M0.62%
45STRYKER CORPORATION COMSYK28,279$9.9M0.58%
46CAPITAL GROUP DIVIDEND VALUE ETF14020W106226,713$9.9M0.57%
47GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673206,396$9.9M0.57%
48CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X104270,536$9.4M0.54%
49HOME DEPOT INC COMHD27,134$9.3M0.54%
50WALMART INC COMWMT83,624$9.3M0.54%
51CBOE GLOBAL MKTS INC COM12503M10837,017$9.3M0.54%
52NIKE INC CL BNKE141,671$9.0M0.52%
53ADVANCED MICRO DEVICES INC COMAMD41,470$8.9M0.51%
54ISHARES RUSSELL 1000 GROWTH ETF46428761418,644$8.8M0.51%
55MERCK & CO INC COMMRK83,768$8.8M0.51%
56HILTON WORLDWIDE HLDGS INC COMHLT30,504$8.8M0.51%
57INVESCO S&P 500 EQUAL WEIGHT ETFIVZ44,678$8.6M0.50%
58UNION PAC CORP COMUNP36,503$8.4M0.49%
59SOUTHERN CO COMSOMN96,462$8.4M0.49%
60BANK AMERICA CORP COM060505104132,415$7.3M0.42%
61VANGUARD TOTAL STOCK MARKET ETF92290876921,063$7.1M0.41%
62VERIZON COMMUNICATIONS INC COMVZ168,937$6.9M0.40%
63MCDONALDS CORP COMMCD22,430$6.9M0.40%
64NUCOR CORP COMNUE41,959$6.8M0.40%
65ENTERPRISE PRODS PARTNERS L P COM293792107213,002$6.8M0.40%
66CONSTELLATION ENERGY CORP COMCEG19,208$6.8M0.39%
67MARVELL TECHNOLOGY INC COMMRVL78,884$6.7M0.39%
68INVESCO S&P 500 PURE VALUE ETFIVZ62,434$6.5M0.37%
69VANGUARD EXTENDED MARKET ETF92290865230,732$6.4M0.37%
70TOAST INC CL ATOST176,589$6.3M0.36%
71RTX CORPORATION COMRTX33,987$6.2M0.36%
72INTERNATIONAL BUSINESS MACHS COMINTR20,999$6.2M0.36%
73CUMMINS INC COMCMI11,994$6.1M0.35%
74PUBLIC STORAGE OPER CO COMPSA-PS23,526$6.1M0.35%
75ISHARES RUSSELL 1000 VALUE ETF46428759828,647$6.0M0.35%
76EATON CORP PLC SHSETN18,588$5.9M0.34%
77METLIFE INC COMMET-PF71,742$5.7M0.33%
78LOCKHEED MARTIN CORP COMLMT11,593$5.6M0.32%
79TOPBUILD CORP COMBLD13,115$5.5M0.32%
80ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76474,905$5.4M0.32%
81PHILLIPS 66 COMPSX41,376$5.3M0.31%
82CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF14020Y300191,523$5.3M0.31%
83EMERSON ELEC CO COMEMR38,521$5.1M0.30%
84ALLSTATE CORP COMALL-PJ23,803$5.0M0.29%
85TESLA INC COMTSLA10,831$4.9M0.28%
86INNOVATOR U.S. EQUITY BUFFER ETF - JULYINHD92,550$4.7M0.27%
87CAMBRIA EMERGING SHAREHOLDER YIELD ETF132061706121,284$4.6M0.27%
88KKR & CO INC COMKKRT36,112$4.6M0.27%
89FEDEX CORP COMFDX15,553$4.5M0.26%
90INVESCO QQQ TRUST SERIES IIVZ7,255$4.5M0.26%
91INVESCO RAFI EMERGING MARKETS ETFIVZ172,524$4.5M0.26%
92PERFORMANCE TRUST SHORT TERM BOND ETF89834G570170,838$4.3M0.25%
93ISHARES MSCI EAFE ETF46428746545,069$4.3M0.25%
94CVS HEALTH CORP COMCVS53,879$4.3M0.25%
95BOEING CO COMBA-PA19,306$4.2M0.24%
96PALANTIR TECHNOLOGIES INC CL APLTR23,231$4.1M0.24%
97ABBOTT LABS COMABLZF32,535$4.1M0.24%
98PAYPAL HLDGS INC COMPYPL69,753$4.1M0.24%
99CAPITAL GROUP SHORT DURATION INCOME ETF14020Y409155,683$4.0M0.23%
100DUKE ENERGY CORP NEW COM NEWDUKB34,409$4.0M0.23%
101TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910013,072$4.0M0.23%
1023M CO COMMMM24,425$3.9M0.23%
103BJS RESTAURANTS INC COMBJRI96,072$3.8M0.22%
104ROYCE SMALL CAP TRUST INC COMRVT229,703$3.7M0.21%
105KINDER MORGAN INC DEL COMEP-PC133,571$3.7M0.21%
106UNITEDHEALTH GROUP INC COMUNH11,086$3.7M0.21%
107LINDE PLC SHSLIN8,545$3.6M0.21%
108VANGUARD GROWTH ETF9229087367,353$3.6M0.21%
109DEERE & CO COMDE7,249$3.4M0.20%
110MARATHON PETE CORP COMMARA20,705$3.4M0.19%
111ISHARES U.S. HOME CONSTRUCTION ETF46428875234,370$3.3M0.19%
112PROCTER & GAMBLE CO COM74271810922,724$3.3M0.19%
113WISDOMTREE INC COMWT264,041$3.2M0.19%
114NORFOLK SOUTHN CORP COM65584410810,829$3.1M0.18%
115DEVON ENERGY CORP NEW COM25179M10383,871$3.1M0.18%
116PFIZER INC COMPFE122,782$3.1M0.18%
117OLD REP INTL CORP COM68022310466,633$3.0M0.18%
118DOMINION ENERGY INC COMD51,444$3.0M0.17%
119CONSOLIDATED EDISON INC COMED30,218$3.0M0.17%
120ISHARES 1-3 YEAR TREASURY BOND ETF46428745735,584$2.9M0.17%
121CORNING INC COMGLW33,496$2.9M0.17%
122PHILIP MORRIS INTL INC COM71817210918,072$2.9M0.17%
123AMERICAN EXPRESS CO COMAXP7,768$2.9M0.17%
124CAPITAL GROUP CORE PLUS INCOME ETF14020Y102126,715$2.9M0.17%
125CAPITAL GROUP CORE BOND ETF14020Y508107,747$2.9M0.17%
126VENTAS INC COMVTR36,726$2.8M0.16%
127DANAHER CORPORATION COM23585110212,317$2.8M0.16%
128EXLSERVICE HOLDINGS INC COMEXLS65,894$2.8M0.16%
129PEPSICO INC COMPEP19,314$2.8M0.16%
130VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640618,652$2.7M0.15%
131BRISTOL-MYERS SQUIBB CO COMCELG-RI48,566$2.6M0.15%
132WEC ENERGY GROUP INC COMWEC24,666$2.6M0.15%
133WELLS FARGO & CO COM94974610127,741$2.6M0.15%
134BP PLC SPONSORED ADRBPPFF73,650$2.6M0.15%
135SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE9,186$2.5M0.15%
136KLA CORP COM NEWKLAC2,080$2.5M0.15%
137AT&T INC COMT-PC101,542$2.5M0.15%
138EQT CORP COMEQT46,582$2.5M0.14%
139ISHARES BITCOIN TRUST ETFIBIT49,196$2.4M0.14%
140NUTANIX INC CL ANTNX45,917$2.4M0.14%
141DISNEY WALT CO COM25468710620,852$2.4M0.14%
142GOLDMAN SACHS GROUP INC COMGSCE2,683$2.4M0.14%
143NOVARTIS AG SPONSORED ADRNVSEF16,783$2.3M0.13%
144INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ35,120$2.3M0.13%
145VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70638,046$2.3M0.13%
146WASTE MGMT INC DEL COM94106L10910,319$2.3M0.13%
147PINNACLE WEST CAP CORP COMPNW25,030$2.2M0.13%
148CONOCOPHILLIPS COMCOP23,612$2.2M0.13%
149ISHARES PREFERRED & INCOME SECURITIES ETF46428868770,327$2.2M0.13%
150UBER TECHNOLOGIES INC COMUBER26,544$2.2M0.13%
151MONGODB INC CL AMDB5,142$2.2M0.12%
152BANK NEW YORK MELLON CORP COM06405810018,571$2.2M0.12%
153STARBUCKS CORP COMSBUX25,438$2.1M0.12%
154T. ROWE PRICE BLUE CHIP GROWTH ETF87283Q10742,480$2.1M0.12%
155SS&C TECHNOLOGIES HLDGS INC COMSSNC23,898$2.1M0.12%
156TE CONNECTIVITY PLC ORD SHSTEL9,063$2.1M0.12%
157INTEL CORP COMINTC54,616$2.0M0.12%
158DIAMONDBACK ENERGY INC COMFANG12,867$1.9M0.11%
159BLUE OWL CAPITAL INC COM CL AOWL126,756$1.9M0.11%
160PERDOCEO ED CORP COMPRDO64,451$1.9M0.11%
161KBR INC COMKBR46,294$1.9M0.11%
162ALLY FINL INC COM02005N10039,870$1.8M0.10%
163ICON PLC SHSICLR9,885$1.8M0.10%
164HUNTINGTON INGALLS INDS INC COM4464131065,295$1.8M0.10%
165FREEPORT-MCMORAN INC CL BFCX35,424$1.8M0.10%
166NISOURCE INC COMNI43,081$1.8M0.10%
167CANADIAN NATL RY CO COM13637510218,034$1.8M0.10%
168ISHARES RUSSELL 2000 ETF4642876557,218$1.8M0.10%
169FORWARD AIR CORP COMFWRD70,055$1.8M0.10%
170STATE STREET SPDR S&P REGIONAL BANKING ETF78464A69826,897$1.7M0.10%
171CAPITAL ONE FINL CORP COM14040H1057,103$1.7M0.10%
172MASTERCARD INCORPORATED CL AMA2,989$1.7M0.10%
173MEDTRONIC PLC SHSMDT17,756$1.7M0.10%
174CAPITAL GROUP GROWTH ETF14020G10137,677$1.7M0.10%
175COTERRA ENERGY INC COMCTRA63,380$1.7M0.10%
176EXELON CORP COMEXC37,894$1.7M0.10%
177CAMBRIA US EW ETF02072Q57232,501$1.6M0.10%
178ISHARES NORTH AMERICAN NATURAL RESOURCES ETF46428737432,502$1.6M0.09%
179GENERAL MTRS CO COM37045V10020,030$1.6M0.09%
180INNOVATOR ETFS TR DEFINED WEALTH SHIELD ETFINHD48,400$1.6M0.09%
181CHUBB LIMITED COMCB5,113$1.6M0.09%
182EDISON INTL COM28102010726,444$1.6M0.09%
183STARWOOD PPTY TR INC COMSTHO87,604$1.6M0.09%
184SNOWFLAKE INC COM SHSSNOW7,179$1.6M0.09%
185AMEREN CORP COMAEE15,618$1.6M0.09%
186OCCIDENTAL PETE CORP COM67459910537,925$1.6M0.09%
187GODADDY INC CL AGDDY12,231$1.5M0.09%
188BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.5M0.09%
189SCHWAB CHARLES CORP COMSCHW-PJ15,106$1.5M0.09%
190GE VERNOVA INC COMGEV2,302$1.5M0.09%
191PPL CORP COMPPLC42,738$1.5M0.09%
192JACOBS SOLUTIONS INC COMJ11,232$1.5M0.09%
193REXFORD INDL RLTY INC COM76169C10037,516$1.5M0.08%
194COCA COLA CO COMKO20,689$1.4M0.08%
195ALTRIA GROUP INC COMMO24,946$1.4M0.08%
196VANGUARD REAL ESTATE ETF92290855315,990$1.4M0.08%
197BLUE OWL CAPITAL CORPORATION COMOWL113,498$1.4M0.08%
198MORGAN STANLEY COM NEWMS-PQ7,898$1.4M0.08%
199S&P GLOBAL INC COMSPGI2,681$1.4M0.08%
200ISHARES S&P 500 GROWTH ETF46428730911,365$1.4M0.08%
201AON PLC SHS CL AAON3,930$1.4M0.08%
202UNITED RENTALS INC COMURI1,710$1.4M0.08%
203VANGUARD INTERMEDIATE-TERM BOND ETF92193781917,480$1.4M0.08%
204ISHARES S&P 500 VALUE ETF4642874086,335$1.3M0.08%
205INVESCO LTD SHSIVZ51,069$1.3M0.08%
206VANGUARD SHORT-TERM BOND ETF92193782716,709$1.3M0.08%
207VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,737$1.3M0.08%
208POWERFLEET INC COMAIOT245,897$1.3M0.08%
209STATE STR CORP COMSTT-PG10,075$1.3M0.08%
210PACER US CASH COWS 100 ETF69374H88121,552$1.3M0.08%
211KROGER CO COMKR20,602$1.3M0.07%
212BERKLEY W R CORP COMWRB-PH18,351$1.3M0.07%
213MICRON TECHNOLOGY INC COMMU4,494$1.3M0.07%
214VANGUARD TOTAL WORLD STOCK ETF9220427429,073$1.3M0.07%
215APOLLO GLOBAL MGMT INC COM03769M1068,809$1.3M0.07%
216DAVITA INC COMDVA11,100$1.3M0.07%
217ARES CAPITAL CORP COMARCC62,071$1.3M0.07%
218WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT26,734$1.2M0.07%
219INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - SEPTEMBERINHD57,865$1.2M0.07%
220ALBEMARLE CORP COMALB-PA8,589$1.2M0.07%
221NPK INTERNATIONAL INC COM SHSNPKI101,323$1.2M0.07%
222WILLIAMS COS INC COM96945710019,912$1.2M0.07%
223EDWARDS LIFESCIENCES CORP COMEW14,006$1.2M0.07%
224ISHARES CORE S&P 500 ETF4642872001,735$1.2M0.07%
225TRAVELERS COMPANIES INC COMTRV4,096$1.2M0.07%
226VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976815,572$1.2M0.07%
227SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1092,435$1.2M0.07%
228NEXTERA ENERGY INC COMNEE-PW14,265$1.1M0.07%
229MARRIOTT INTL INC NEW CL A5719032023,691$1.1M0.07%
230ALBERTSONS COS INC COMMON STOCK01309110366,517$1.1M0.07%
231UNITED PARCEL SVCS INC CL BUPS11,449$1.1M0.07%
232SPDR GOLD SHARESGLD2,843$1.1M0.07%
233DOMINOS PIZZA INC COMDPZ2,694$1.1M0.06%
234BUNGE GLOBAL SA COM SHSBG12,478$1.1M0.06%
235LAM RESEARCH CORP COM NEWLRCX6,453$1.1M0.06%
236HUNT J B TRANS SVCS INC COM4456581075,679$1.1M0.06%
237FIFTH THIRD BANCORP COMFITBM23,448$1.1M0.06%
238BIO-TECHNE CORP COMTECH18,651$1.1M0.06%
239ULTA BEAUTY INC COMULTA1,807$1.1M0.06%
240CENTENE CORP DEL COMCNC26,519$1.1M0.06%
241MICROCHIP TECHNOLOGY INC. COMMCHPP17,038$1.1M0.06%
242NORTHROP GRUMMAN CORP COMNOC1,900$1.1M0.06%
243VALERO ENERGY CORP COMVLO6,599$1.1M0.06%
244EXPEDIA GROUP INC COM NEWEXPE3,763$1.1M0.06%
245STATE STREET SPDR S&P BIOTECH ETF78464A8708,614$1.1M0.06%
246SCHWAB US DIVIDEND EQUITY ETF80852479738,149$1.0M0.06%
247PINNACLE FINL PARTNERS INC COM72348N10910,954$1.0M0.06%
248ONEOK INC NEW COMOKE13,859$1.0M0.06%
249ISHARES SILVER TRUSTSLV15,793$1.0M0.06%
250WW GRAINGER INC COM3848021041,002$1.0M0.06%
251AMERICAN TOWER CORP COM03027X1005,656$993,1060.06%
252GRAYSCALE BITCOIN TRUST ETFGBTC14,490$990,5360.06%
253CROWN CASTLE INC COMCCI11,112$987,4790.06%
254ATLASSIAN CORPORATION CL ATEAM6,009$974,2990.06%
255UNIVERSAL TECHNICAL INST INC COMUTI36,723$959,5720.06%
256CANADIAN NAT RES LTD COM13638510128,311$958,3300.06%
257SERVICENOW INC COMNOW6,164$944,2020.05%
258PG&E CORP COMPCG-PX58,576$941,3190.05%
259VANGUARD UTILITIES ETF92204A8765,085$940,9280.05%
260TARGET CORP COMTGT9,580$936,4920.05%
261GLOBAL X 1-3 MONTH T-BILL ETF37960A4389,250$926,0180.05%
262CAPITAL GROUP U.S. SMALL AND MID CAP ETF14022A10231,580$910,7550.05%
263DOLLAR GEN CORP NEW COM2566771056,813$904,5620.05%
264FIRST TRUST LONG/SHORT EQUITY ETF33739P10312,728$903,5610.05%
265D R HORTON INC COM23331A1096,190$891,6170.05%
266DARDEN RESTAURANTS INC COMDRI4,817$886,4240.05%
267NORTHERN TR CORP COMNTRSO6,474$884,2840.05%
268HANCOCK JOHN INCOME SECS TR COM41012310373,436$859,9360.05%
269KRAFT HEINZ CO COMKHC35,006$848,9040.05%
270STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y50618,690$835,6500.05%
271ZOOM COMMUNICATIONS INC CL AZM9,680$835,3030.05%
272APPLIED MATLS INC COM0382221053,248$834,7040.05%
273ENBRIDGE INC COMENNPF17,371$831,4500.05%
274BLACKROCK INC COMBLK776$830,6360.05%
275ISHARES MSCI JAPAN ETF46434G82210,270$829,2180.05%
276AIRBNB INC COM CL AABNB6,098$827,6210.05%
277GLOBUS MED INC CL AGMED9,384$819,3170.05%
278WINTRUST FINL CORP COM97650W1085,859$819,2050.05%
279CAPITAL GROUP CORE EQUITY ETF14020V10820,185$812,0430.05%
280T. ROWE PRICE QM U.S. BOND ETF87283Q60218,725$805,9240.05%
281NEWMONT CORP COMNEMCL7,988$797,5780.05%
282PARKER-HANNIFIN CORP COMPH903$793,7010.05%
283SALESFORCE INC COMCRM2,990$792,0520.05%
284FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10220,475$784,6020.05%
285STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y88618,008$768,7500.04%
286AMERICAN ELEC PWR CO INC COM0255371016,657$767,6330.04%
287SOLSTICE ADVANCED MATLS INC COM SHS83443Q10315,774$766,3010.04%
288COMFORT SYS USA INC COM199908104820$765,4070.04%
289VAIL RESORTS INC COMMTN5,763$765,3260.04%
290DNP SELECT INCOME FD INC COM23325P10476,389$763,1260.04%
291REGENERON PHARMACEUTICALS COMREGN975$752,6810.04%
292MOTOROLA SOLUTIONS INC COM NEWMSI1,963$752,2920.04%
293ISHARES BIOTECHNOLOGY ETF4642875564,400$742,5880.04%
294KIMBERLY-CLARK CORP COMKMB7,230$729,4350.04%
295BOOKING HOLDINGS INC COMBKNG135$724,4150.04%
296VIRTUS EQUITY & CONV INCM FD COM92841M10128,991$722,4560.04%
297FLUOR CORP NEW COMFLR18,013$713,8550.04%
298BITWISE 10 CRYPTO INDEX ETFBITW11,925$700,7130.04%
299ARISTA NETWORKS INC COM SHSANET5,339$699,5560.04%
300ISHARES 0-3 MONTH TREASURY BOND ETF46436E7186,917$694,3510.04%
301MEDPACE HLDGS INC COMMEDP1,224$687,4600.04%
302VANGUARD SMALL-CAP ETF9229087512,648$683,1790.04%
303ACCENTURE PLC IRELAND SHS CLASS AACN2,542$682,1390.04%
304AMERIPRISE FINL INC COM03076C1061,386$679,8170.04%
305MARSH & MCLENNAN COS INC COM5717481023,662$679,3390.04%
306ESSENTIAL UTILS INC COM29670G10217,692$678,6650.04%
307TJX COS INC NEW COM8725401094,403$676,3190.04%
308KENVUE INC COMKVUE38,912$671,2400.04%
309SIMON PPTY GROUP INC NEW COM8288061093,624$670,8770.04%
310GILEAD SCIENCES INC COMGILD5,373$659,5240.04%
311EATON VANCE MUN INCOME TR SH BEN INTETN61,000$656,3600.04%
312GSK PLC SPONSORED ADRGLAXF13,096$642,2430.04%
313AECOM COMACM6,640$633,0190.04%
314WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT7,029$628,6460.04%
315GRAYSCALE ETHEREUM STAKING ETF38963810725,784$628,3560.04%
316SHERWIN WILLIAMS CO COMSHW1,924$623,4340.04%
317DRAFTKINGS INC NEW COM CL ADKNG17,971$619,2810.04%
318INVESCO QQQ TRUST SERIES IIVZ1,000$614,3100.04%
319BEST BUY INC COMBBY9,175$614,0830.04%
320KEYCORP COM49326710829,748$614,0040.04%
321INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFIVZ7,705$613,2260.04%
322BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF09789C85312,365$611,6970.04%
323NOVO-NORDISK A S ADRNONOF11,935$607,2430.04%
324ELASTIC N V ORD SHSESTC7,951$599,8230.03%
325BARRICK MNG CORP COM SHS06849F10813,550$590,1030.03%
326MUELLER INDS INC COM6247561025,133$589,2680.03%
327CME GROUP INC COMCME2,154$588,1380.03%
328NATERA INC COMNTRA2,564$587,4530.03%
329SANDISK CORP COMSNDK2,474$587,2780.03%
330ADOBE INC COMADBE1,677$586,8470.03%
331LYFT INC CL A COMLYFT30,234$585,6330.03%
332US BANCORP COM NEWUSB-PS10,962$584,9320.03%
333ISHARES CORE MSCI EUROPE ETF46434V7388,091$574,2830.03%
334TRUIST FINL CORP COM89832Q10911,620$571,8340.03%
335LAS VEGAS SANDS CORP COMLVS8,724$567,8450.03%
336CHIPOTLE MEXICAN GRILL INC COMCMG15,189$561,9930.03%
337NETAPP INC COMNTAP5,232$560,3130.03%
338DOLLAR TREE INC COMDLTR4,554$560,1880.03%
339TECNOGLASS INC ORD SHSTGLS11,043$555,6840.03%
340OWENS CORNING NEW COMOC4,956$554,6260.03%
341OLD SECOND BANCORP INC DEL COMOSBC28,292$551,6940.03%
342VANECK VIDEO GAMING AND ESPORTS ETF92189F1145,300$549,1070.03%
343VANECK BITCOIN ETFHODL22,000$544,0600.03%
344MPLX LP COM UNIT REP LTDMPLXP10,150$541,7060.03%
345NUVEEN PFD & INCOME OPPORTUNIT COMNU66,236$537,1740.03%
346ENOVIX CORPORATION COMENVX73,296$535,7940.03%
347PHILLIPS EDISON & CO INC COMMON STOCKPECO15,041$535,0080.03%
348CITIZENS FINL GROUP INC COMCIA9,157$534,8600.03%
349ROSS STORES INC COMROST2,966$534,2840.03%
350MGM RESORTS INTERNATIONAL COMMGM14,635$534,0360.03%
351AMPHENOL CORP CL A0320951013,947$533,3960.03%
352SYSCO CORP COMSYY7,220$532,0320.03%
353GENERAC HLDGS INC COMGNRC3,885$529,7970.03%
354TECHNIPFMC PLC COMFTI11,869$528,8830.03%
355EQUINIX INC COMEQIX681$521,8090.03%
356AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840911,707$520,9700.03%
357EOG RES INC COMEOG4,957$520,5350.03%
358VANGUARD FTSE DEVELOPED MARKETS ETF9219438588,325$520,0570.03%
359INVESCO NASDAQ 100 ETFIVZ2,052$518,9920.03%
360CITIGROUP INC COM NEWC-PR4,432$517,1740.03%
361CAMDEN PPTY TR SH BEN INT1331311024,692$516,4950.03%
362VANGUARD VALUE ETF9229087442,682$512,1560.03%
363LOWES COS INC COM5486611072,091$504,3730.03%
364INVESCO S&P 500 LOW VOLATILITY ETFIVZ7,044$503,0820.03%
365CINTAS CORP COMCTAS2,674$502,8990.03%
366ASSOCIATED BANC-CORP COMASBA19,454$501,1350.03%
367RIO TINTO PLC SPONSORED ADRRTNTF6,261$501,0720.03%
368SCHWAB U.S. LARGE-CAP ETF80852420118,588$500,2150.03%
369ISHARES CORE DIVIDEND GROWTH ETF46434V6217,201$499,9250.03%
370AXIS CAP HLDGS LTD SHSG0692U1094,649$497,8610.03%
371CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10916,800$496,4400.03%
372GENERAL MILLS INC COM37033410410,563$491,1960.03%
373CHENIERE ENERGY INC COM NEWLNG2,515$488,8340.03%
374ROYCE GLOBAL TRUST INC COMRGT37,110$486,5160.03%
375MID-AMER APT CMNTYS INC COM59522J1033,490$484,7960.03%
376EMCOR GROUP INC COMEME792$484,5450.03%
377FACTSET RESH SYS INC COM3030751051,666$483,4570.03%
378BITWISE CRYPTO INDUSTRY INNOVATORS ETF09175C10324,250$483,3030.03%
379STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y6058,697$476,3100.03%
380MARKETAXESS HLDGS INC COMMKTX2,622$475,2380.03%
381TEGNA INC COM87901J10524,461$474,7880.03%
382OTIS WORLDWIDE CORP COMOTIS5,359$468,1090.03%
383FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8466,549$467,9260.03%
384ACADEMY SPORTS & OUTDOORS INC COMASO9,355$467,3760.03%
385INVESCO RUSSELL 1000 EQUAL WEIGHT ETFIVZ8,874$467,1470.03%
386VERALTO CORP COM SHSVLTO4,569$455,8950.03%
387VICTORYSHARES FREE CASH FLOW ETF92647X83011,575$455,8240.03%
388AUTOMATIC DATA PROCESSING INC COMADP1,766$454,2450.03%
389SHELL PLC SPON ADSRYDAF6,115$449,3400.03%
390PROSPERITY BANCSHARES INC COMPB6,489$448,4550.03%
391GALLAGHER ARTHUR J & CO COM3635761091,718$444,7200.03%
392INCYTE CORP COMINCY4,486$443,0820.03%
393EVEREST GROUP LTD COMEG1,302$441,8340.03%
394FORTINET INC COMFTNT5,559$441,4400.03%
395ELECTRONIC ARTS INC COMEA2,134$435,9810.03%
396VERTIV HOLDINGS CO COM CL AVRT2,685$435,0280.03%
397GENPACT LIMITED SHSG9,299$435,0070.03%
398EQUITABLE HLDGS INC COMEQH-PC9,129$434,9970.03%
399COLGATE PALMOLIVE CO COMCL5,503$434,8470.03%
400NEUROCRINE BIOSCIENCES INC COMNBIX3,065$434,7090.03%
401CORTEVA INC COMCTVA6,411$429,7330.02%
402BRINKER INTL INC COM1096411002,985$428,4670.02%
403BOSTON SCIENTIFIC CORP COMBSX4,477$426,8680.02%
404DUPONT DE NEMOURS INC COMDD10,581$425,3490.02%
405PNC FINL SVCS GROUP INC COM6934751052,024$422,4840.02%
406ADT INC DEL COMADT52,125$420,6490.02%
407ARK GENOMIC REVOLUTION ETF00214Q30214,450$418,6170.02%
408DOW HLDGS INC COMDOW17,893$418,3350.02%
409EASTGROUP PPTYS INC COM2772761012,339$416,6690.02%
410STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6634,551$415,8870.02%
411INVESCO TAXABLE MUNICIPAL BOND ETFIVZ15,275$415,4800.02%
412PROGRESSIVE CORP COM7433151031,824$415,4590.02%
413DECKERS OUTDOOR CORP COMDECK4,007$415,4060.02%
414EXACT SCIENCES CORP COM30063P1054,074$413,7550.02%
415CIENA CORP COM NEWCIEN1,768$413,4820.02%
416STATE STREET SPDR S&P HOMEBUILDERS ETF78464A8884,000$411,8400.02%
417NU HLDGS LTD ORD SHS CL ANU24,550$410,9670.02%
418ASML HLDG NV N Y REGISTRY SHSASMLF383$409,8630.02%
419INTUIT COMINTU618$409,6470.02%
420CROWDSTRIKE HLDGS INC CL ACRWD871$408,3600.02%
421INTERNATIONAL FLAVORS&FRAGRANC COM4595061016,057$408,1810.02%
422INDEPENDENCE RLTY TR INC COM45378A10623,314$407,5290.02%
423STIFEL FINL CORP COM8606301023,243$406,0880.02%
424PROLOGIS INC. COMPLDGP3,148$401,8450.02%
425RIVIAN AUTOMOTIVE INC COM CL ARIVN20,328$400,6560.02%
426BORGWARNER INC COMBWA8,865$399,4570.02%
427INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBERINHD9,090$399,2330.02%
428ENERGY TRANSFER L P COM UT LTD PTNET-PI24,069$396,8960.02%
429PRINCIPAL FINANCIAL GROUP INC COMPFG4,437$391,3880.02%
430ZEBRA TECHNOLOGIES CORPORATION CL AZBRA1,608$390,5370.02%
431RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF78249U50615,085$389,0000.02%
432VISTRA CORP COMVST2,409$388,6050.02%
433STRATEGY INC CL A NEWSTRK2,552$387,8240.02%
434MONDELEZ INTL INC CL A6092071057,170$385,9440.02%
435WILLIS TOWERS WATSON PLC LTD SHSWTW1,168$383,9240.02%
436ILLUMINA INC COMILMN2,907$381,3410.02%
437PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R7754,050$376,9740.02%
438PINTEREST INC CL APINS14,550$376,7000.02%
439REINSURANCE GROUP AMER INC COM NEW7593516041,851$376,6040.02%
440ISHARES FUTURE AI & TECH ETF46435U5567,771$374,4070.02%
441STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7888,587$371,3740.02%
442ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,522$369,6750.02%
443AMRIZE LTD SHSAMRZ6,835$369,6370.02%
444EXELIXIS INC COMEXEL8,427$369,3550.02%
445DELTA AIR LINES INC COM NEWDAL5,314$368,8030.02%
446WARNER BROS DISCOVERY INC COM SER AWBD12,785$368,4640.02%
447HCA HEALTHCARE INC COMHCA788$368,0160.02%
448INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBERINHD14,200$365,4650.02%
449WESTERN DIGITAL CORP COMWDC2,112$363,8640.02%
450CARRIER GLOBAL CORPORATION COMCARR6,855$362,2150.02%
451MCKESSON CORP COMMCK438$358,8770.02%
452TENET HEALTHCARE CORP COM NEWTHC1,784$354,5160.02%
453HALLIBURTON CO COMHAL12,529$354,0610.02%
454ON SEMICONDUCTOR CORP COMON6,510$352,5120.02%
455AKAMAI TECHNOLOGIES INC COMAKAM4,028$351,4600.02%
456BANK AMERICA CORP 7.25CNV PFD L060505682279$349,3080.02%
457ISHARES CORE S&P SMALL CAP ETF4642878042,905$349,0890.02%
458ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878872,471$348,8060.02%
459LYONDELLBASELL INDUSTRIES NV SHS - A -LYB8,025$347,4900.02%
460CAPITAL GROUP CORE BALANCED ETF14021D1079,770$345,1740.02%
461ISHARES RUSSELL 1000 ETF464287622921$343,9380.02%
462NNN REIT INC COMNNN8,636$342,2450.02%
463TAPESTRY INC COMTPR2,669$341,0450.02%
464MODINE MFG CO COM6078281002,544$339,6490.02%
465CARNIVAL CORP COMMON STOCKCUKPF11,065$337,9100.02%
466STEEL DYNAMICS INC COMSTLD1,982$335,8500.02%
467STERIS PLC SHS USDSTE1,318$334,1390.02%
468STATE STREET SPDR S&P INSURANCE ETF78464A7895,550$333,8330.02%
469CONFLUENT INC CLASS A COM20717M10311,019$333,2150.02%
470INTERCONTINENTAL EXCHANGE INC COM45866F1042,057$333,2020.02%
471MOODYS CORP COMMCO652$333,0740.02%
472PACKAGING CORP AMER COM6951561091,613$332,6490.02%
473ROYAL CARIBBEAN GROUP COMV7780T1031,190$332,0010.02%
474INVESCO SENIOR LOAN ETFIVZ15,790$331,5900.02%
475ROKU INC COM CL AROKU3,040$329,7760.02%
476QUANTA SVCS INC COM74762E102780$329,4020.02%
477FORD MTR CO COM34537086024,963$327,5120.02%
478ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,199$326,9690.02%
479ISHARES MSCI EMERGING MARKETS ETF4642872345,944$325,1960.02%
480VANGUARD TOTAL BOND MARKET ETF9219378354,374$323,9640.02%
481SEMPRA COMSREA3,666$323,6610.02%
482VANGUARD HEALTH CARE ETF92204A5041,119$322,1040.02%
483MGIC INVT CORP WIS COM55284810310,950$319,9590.02%
484STANLEY BLACK & DECKER INC COMSWK4,283$318,1180.02%
485NASDAQ INC COMNDAQ3,261$316,7260.02%
486PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN72650310517,600$316,0960.02%
487INTUITIVE SURGICAL INC COM NEWISRG558$316,0290.02%
488TAKE-TWO INTERACTIVE SOFTWARE COMTTWO1,219$312,1470.02%
489ALIGN TECHNOLOGY INC COMALGN1,991$310,8950.02%
490QNITY ELECTRONICS INC COMMON STOCKQ3,785$309,0460.02%
491COMCAST CORP NEW CL ACCZ10,276$307,1540.02%
492WELLTOWER INC COMWELL1,653$306,8580.02%
493TYSON FOODS INC CL ATSN5,184$303,8860.02%
494GAP INC COMGAP11,870$303,8720.02%
495NEW YORK TIMES CO MTN BE CL ANYT4,359$302,6020.02%
496DOVER CORP COMDOV1,538$300,2790.02%
497FLEX LTD ORDFLEX4,911$296,7230.02%
498DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7087,480$296,1330.02%
499UNITED THERAPEUTICS CORP DEL COMUTHR604$294,2990.02%
500LINCOLN NATL CORP IND COM5341871096,608$294,2540.02%