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

Allworth Financial LP

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001140361-25-016624

Total Value
$17.75B
Positions
4,056
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087698,183,514$2.20B12.62%
2VANGUARD BD INDEX FDS92193782718,418,374$1.44B8.27%
3VANGUARD BD INDEX FDS92193783519,514,987$1.42B8.16%
4SPDR INDEX SHS FDS78463X88931,646,663$1.18B6.79%
5SPDR SER TR78464A40911,217,747$901.5M5.17%
6SPDR SER TR78464A50816,207,539$790.9M4.54%
7ISHARES TR46429B26721,531,035$492.2M2.82%
8VANGUARD INDEX FDS9229086291,397,885$355.1M2.04%
9ISHARES TR4642885883,051,257$283.5M1.63%
10ISHARES TR4642886205,364,728$271.3M1.56%
11APPLE INCAAPL1,298,033$270.5M1.55%
12SPDR INDEX SHS FDS78463X5096,567,549$257.8M1.48%
13ISHARES TR4642871502,118,890$252.8M1.45%
142023 ETF SERIES TRUST II90139K1007,957,838$242.3M1.39%
15VICTORY PORTFOLIOS II92647X8306,573,059$216.0M1.24%
16INVESCO EXCH TRADED FD TR IIIVZ2,211,381$213.6M1.22%
17DIMENSIONAL ETF TRUST25434V7084,570,089$146.2M0.84%
18MICROSOFT CORPMSFT358,572$138.9M0.80%
19DIMENSIONAL ETF TRUST25434V8805,176,023$138.1M0.79%
20VANGUARD INDEX FDS922908611745,659$134.0M0.77%
21DIMENSIONAL ETF TRUST25434V1043,207,530$120.3M0.69%
22ISHARES TR46434V6132,583,318$118.1M0.68%
23ISHARES TR4642878041,165,465$116.4M0.67%
24ISHARES TR46432F8341,545,162$109.9M0.63%
25T ROWE PRICE ETF INC87283Q5033,193,387$109.9M0.63%
26J P MORGAN EXCHANGE TRADED F46654Q2031,851,606$93.7M0.54%
27SPDR S&P 500 ETF TRSPY169,434$92.6M0.53%
28VANGUARD WHITEHALL FDS921946406695,462$85.8M0.49%
29JPMORGAN CHASE & CO.VYLD335,592$82.1M0.47%
30BERKSHIRE HATHAWAY INC DELBRK-A147,232$78.3M0.45%
31NVIDIA CORPORATIONNVDA676,333$72.0M0.41%
32AMAZON COM INCAMZN366,507$68.4M0.39%
33ISHARES TR464287200118,852$65.3M0.37%
34VANGUARD INDEX FDS922908736166,783$61.9M0.35%
35HOME DEPOT INCHD172,009$61.9M0.35%
36J P MORGAN EXCHANGE TRADED F46641Q3321,128,232$61.8M0.35%
37ISHARES TR464288158578,881$61.0M0.35%
38BROADCOM INCAVGO320,868$60.4M0.35%
39ISHARES TR464287671466,482$59.4M0.34%
40ISHARES TR464287663671,899$59.3M0.34%
41SPDR SER TR78464A805885,048$58.8M0.34%
42DIMENSIONAL ETF TRUST25434V8721,335,973$55.6M0.32%
43INVESCO QQQ TRIVZ118,013$55.2M0.32%
44SCHWAB STRATEGIC TR8085247972,140,743$55.0M0.32%
45COSTCO WHSL CORP NEW22160K10553,406$52.1M0.30%
46JOHNSON & JOHNSONJNJ329,321$51.0M0.29%
47DBX ETF TR2330516301,819,368$50.7M0.29%
48ISHARES TR464287309543,298$50.4M0.29%
49VANGUARD INDEX FDS922908744301,859$49.8M0.29%
50INNOVATOR ETFS TRUSTINHD1,437,374$49.6M0.28%
51PROCTER AND GAMBLE CO742718109309,615$49.4M0.28%
52VANGUARD INDEX FDS92290836396,746$48.6M0.28%
53CHEVRON CORP NEWCVX347,800$48.4M0.28%
54PACER FDS TR69374H5681,627,041$45.9M0.26%
55ISHARES TR464287614126,791$45.6M0.26%
56ISHARES TR464287226420,180$41.3M0.24%
57AT&T INCT-PC1,478,015$40.7M0.23%
58DIMENSIONAL ETF TRUST25434V609812,869$40.0M0.23%
59VISA INCV116,092$39.0M0.22%
60COCA COLA COKO530,787$38.5M0.22%
61ALPHABET INCGOOG227,608$36.8M0.21%
62ISHARES TR464288414336,695$35.0M0.20%
63EXXON MOBIL CORPXOM318,908$34.6M0.20%
64ISHARES TR464287507601,273$34.2M0.20%
65SPDR GOLD TRGLD109,185$33.6M0.19%
66AMERICAN EXPRESS COAXP123,839$33.1M0.19%
67VANGUARD INTL EQUITY INDEX F922042858731,201$32.9M0.19%
68ISHARES TR46435G4741,249,377$32.8M0.19%
69UNITEDHEALTH GROUP INCUNH77,045$32.7M0.19%
70ABBOTT LABSABLZF251,786$32.6M0.19%
71VANGUARD SCOTTSDALE FDS92206C409410,290$32.3M0.19%
72AUTOMATIC DATA PROCESSING INADP109,518$32.3M0.18%
73VANGUARD MUN BD FDS922907746657,146$32.0M0.18%
74SCHWAB STRATEGIC TR8085241021,453,211$30.6M0.18%
75STRYKER CORPORATIONSYK84,369$30.5M0.17%
76ALPHABET INCGOOG190,144$30.3M0.17%
77VANECK ETF TRUST92189F5281,771,043$30.1M0.17%
78CISCO SYS INCCSCO527,185$29.7M0.17%
79INVESCO EXCH TRADED FD TR IIIVZ2,627,449$29.1M0.17%
80ORACLE CORPORCL-PD210,709$29.0M0.17%
81DIMENSIONAL ETF TRUST25434V724728,180$28.6M0.16%
82HONEYWELL INTL INC438516106138,404$27.8M0.16%
83DIMENSIONAL ETF TRUST25434V831847,605$27.2M0.16%
84VANGUARD SPECIALIZED FUNDS921908844143,217$27.0M0.15%
85ABBVIE INCABBV149,025$26.9M0.15%
86SCHWAB STRATEGIC TR8085248541,056,877$26.3M0.15%
87NEXTERA ENERGY INCNEE-PW389,849$25.9M0.15%
88META PLATFORMS INCMETA48,250$25.7M0.15%
89VICTORY PORTFOLIOS II92647N527540,175$25.2M0.14%
90FIDELITY COVINGTON TRUST316092840522,775$24.8M0.14%
91WALMART INCWMT250,697$24.0M0.14%
92ISHARES TR46436E718236,267$23.8M0.14%
93DIMENSIONAL ETF TRUST25434V203715,436$22.9M0.13%
94NETFLIX INCNFLX20,703$22.7M0.13%
95DISNEY WALT CO254687106249,670$22.5M0.13%
96SCHWAB STRATEGIC TR8085242011,039,424$22.5M0.13%
97FIRST TR NASDAQ 100 TECH IND337345102128,519$22.4M0.13%
98ISHARES TR464287549246,110$22.4M0.13%
99SPDR SER TR78468R663232,200$21.3M0.12%
100VANGUARD STAR FDS921909768328,355$20.8M0.12%
101TEXAS INSTRS INC882508104126,467$20.5M0.12%
102MONDELEZ INTL INC609207105308,247$20.2M0.12%
103INNOVATOR ETFS TRUSTINHD661,055$20.1M0.12%
104ELI LILLY & COLLY23,432$20.1M0.12%
105DIMENSIONAL ETF TRUST25434V807506,857$20.1M0.12%
106SPDR SER TR78468R721447,006$19.8M0.11%
107TESLA INCTSLA75,576$19.6M0.11%
108VANGUARD TAX-MANAGED FDS921943858374,266$19.6M0.11%
109MASTERCARD INCORPORATEDMA35,916$19.2M0.11%
110ISHARES TR46435U549408,442$19.2M0.11%
111CATERPILLAR INCCAT62,166$19.1M0.11%
112J P MORGAN EXCHANGE TRADED F46641Q837370,920$18.8M0.11%
113EATON CORP PLCETN65,077$18.7M0.11%
114VANGUARD SCOTTSDALE FDS92206C706311,481$18.5M0.11%
115ISHARES TR464287408100,756$18.3M0.11%
116CHUBB LIMITEDCB64,522$18.2M0.10%
117ISHARES TR46432F339108,925$18.2M0.10%
118VANGUARD SCOTTSDALE FDS92206C771394,987$18.1M0.10%
119ISHARES TR46435U218188,350$17.7M0.10%
120VANGUARD INTL EQUITY INDEX F922042775285,373$17.6M0.10%
121PHILIP MORRIS INTL INC718172109102,912$17.5M0.10%
122INTERNATIONAL BUSINESS MACHSINTR75,242$17.3M0.10%
123FIDELITY MERRIMACK STR TR316188309371,592$16.8M0.10%
124VANGUARD SCOTTSDALE FDS92206C847300,277$16.8M0.10%
125XCEL ENERGY INCXELLL238,567$16.8M0.10%
126GOLDMAN SACHS ETF TRNVGLF153,065$16.5M0.09%
127RTX CORPORATIONRTX134,298$16.4M0.09%
128ISHARES GOLD TRIAU257,796$16.3M0.09%
129AMERICAN CENTY ETF TR025072885178,942$16.1M0.09%
130REALTY INCOME CORPO280,370$16.0M0.09%
131STARBUCKS CORPSBUX188,365$15.8M0.09%
132VANGUARD ADMIRAL FDS INC921932885162,315$15.6M0.09%
133INNOVATOR ETFS TRUSTINHD475,734$15.4M0.09%
134SOUTHERN COSOMN167,978$15.3M0.09%
135EASTMAN CHEM COEMN188,416$15.2M0.09%
136FRANKLIN TEMPLETON ETF TRFGDL709,461$15.1M0.09%
137UNITED PARCEL SERVICE INCUPS148,935$14.7M0.08%
138PROLOGIS INC.PLDGP142,091$14.7M0.08%
139MCDONALDS CORPMCD46,007$14.5M0.08%
140VERIZON COMMUNICATIONS INCVZ338,799$14.5M0.08%
141ISHARES TR46435G326203,949$14.4M0.08%
142BERKSHIRE HATHAWAY INC DELBRK-A18$14.3M0.08%
143WASTE CONNECTIONS INCWCN72,612$14.3M0.08%
144SELECT SECTOR SPDR TR81369Y80369,396$14.3M0.08%
145VANGUARD BD INDEX FDS921937819184,849$14.1M0.08%
146INVESCO EXCHANGE TRADED FD TIVZ360,290$14.0M0.08%
147SCHWAB STRATEGIC TR808524300559,929$13.9M0.08%
148DIMENSIONAL ETF TRUST25434V864283,579$13.5M0.08%
149VANGUARD INDEX FDS92290875161,724$13.3M0.08%
150J P MORGAN EXCHANGE TRADED F46641Q761236,752$13.1M0.07%
151ISHARES TR46436E767284,021$13.1M0.07%
152ISHARES TR46436E759189,731$13.1M0.07%
153WELLS FARGO CO NEW949746101187,156$13.0M0.07%
154DUKE ENERGY CORP NEWDUKB102,965$12.4M0.07%
155VANGUARD SCOTTSDALE FDS92206C714154,967$12.3M0.07%
156DIMENSIONAL ETF TRUST25434V815448,730$12.0M0.07%
157SELECT SECTOR SPDR TR81369Y860288,713$11.7M0.07%
158BANK AMERICA CORP060505104292,483$11.6M0.07%
159GE AEROSPACE36960430158,557$11.6M0.07%
160UNION PAC CORPUNP53,428$11.5M0.07%
161AMERICAN CENTY ETF TR025072877133,676$11.1M0.06%
162ALPS ETF TR00162Q452222,223$11.0M0.06%
163VANGUARD INDEX FDS92290853844,604$10.9M0.06%
164INVESCO EXCHANGE TRADED FD TIVZ64,590$10.8M0.06%
165SPDR SER TR78464A847214,058$10.7M0.06%
166SCHWAB STRATEGIC TR808524409414,932$10.6M0.06%
167SPDR SER TR78468R739224,102$10.6M0.06%
168NOVARTIS AGNVSEF94,887$10.5M0.06%
169ISHARES TR46435G243421,278$10.5M0.06%
170ISHARES INC46434G103192,707$10.4M0.06%
171DIMENSIONAL ETF TRUST25434V401174,812$10.3M0.06%
172UNILEVER PLCUNLYF161,494$10.3M0.06%
173AMGEN INCAMGN36,755$10.3M0.06%
174T ROWE PRICE ETF INC87283Q404261,089$10.2M0.06%
175INVESCO EXCH TRADED FD TR IIIVZ454,642$10.2M0.06%
176VANGUARD MALVERN FDS922020805204,407$10.2M0.06%
177ISHARES TR46434V621171,307$10.2M0.06%
178EA SERIES TRUST02072L532548,330$10.1M0.06%
179ISHARES TR464287465120,322$10.1M0.06%
180CARRIER GLOBAL CORPORATIONCARR166,311$10.0M0.06%
181PEPSICO INCPEP74,002$10.0M0.06%
182INNOVATOR ETFS TRUSTINHD210,803$10.0M0.06%
183ISHARES TR46428763069,037$10.0M0.06%
184DIMENSIONAL ETF TRUST25434V500172,291$10.0M0.06%
185INVESCO EXCH TRADED FD TR IIIVZ210,311$10.0M0.06%
186SPDR SER TR78468R200320,045$9.8M0.06%
187KLA CORPKLAC14,001$9.7M0.06%
188ISHARES TR46436E619219,639$9.5M0.05%
189INTUITIVE SURGICAL INCISRG18,374$9.3M0.05%
190GOLDMAN SACHS ETF TRNVGLF198,451$9.0M0.05%
191ISHARES TR46428765546,041$8.9M0.05%
192THERMO FISHER SCIENTIFIC INCTMO20,244$8.6M0.05%
193SPDR SER TR78468R853220,096$8.6M0.05%
194DIMENSIONAL ETF TRUST25434V732322,149$8.6M0.05%
195VANECK ETF TRUST92189F437302,138$8.5M0.05%
196SCHWAB STRATEGIC TR808524508333,500$8.5M0.05%
197INVESCO EXCHANGE TRADED FD TIVZ249,074$8.4M0.05%
198T ROWE PRICE ETF INC87283Q867264,510$8.4M0.05%
199MERCK & CO INCMRK104,192$8.3M0.05%
200VANGUARD INDEX FDS92290863732,891$8.3M0.05%
201AMERICAN TOWER CORP NEW03027X10038,926$8.2M0.05%
202SPDR DOW JONES INDL AVERAGE78467X10920,098$8.1M0.05%
203WP CAREY INC92936U109131,703$8.0M0.05%
204LOCKHEED MARTIN CORPLMT17,041$8.0M0.05%
205PACER FDS TR69374H881152,871$7.9M0.05%
206AMERICAN CENTY ETF TR025072802109,642$7.8M0.04%
207PIMCO ETF TR72201R77586,017$7.8M0.04%
208DIMENSIONAL ETF TRUST25434V666267,905$7.8M0.04%
209FIRST AMERN FINL CORP31847R102123,156$7.7M0.04%
210VANGUARD WHITEHALL FDS92194681090,024$7.6M0.04%
211ESSENTIAL UTILS INC29670G102188,769$7.6M0.04%
212ISHARES TR46434VBD1301,580$7.6M0.04%
213INVESCO EXCH TRD SLF IDX FDIVZ366,485$7.6M0.04%
214ISHARES TR46428759841,887$7.6M0.04%
215SCHWAB STRATEGIC TR808524805371,792$7.6M0.04%
216ISHARES TR46434V878148,890$7.5M0.04%
217INVESCO EXCHANGE TRADED FD TIVZ115,990$7.5M0.04%
218ISHARES TR46435GAA0309,776$7.5M0.04%
219ISHARES TR464288877123,137$7.4M0.04%
220HARTFORD FDS EXCHANGE TRADED41653L701210,311$7.3M0.04%
221GENERAL DYNAMICS CORPGD26,807$7.3M0.04%
222SPDR S&P 500 ETF TRSPY13,100$7.2M0.04%
223VANECK ETF TRUST92189F64383,954$7.1M0.04%
224FIRST TR MORNINGSTAR DIVID L336917109173,175$7.0M0.04%
225CME GROUP INCCME26,646$7.0M0.04%
226VANGUARD INDEX FDS92290851245,145$7.0M0.04%
227SALESFORCE INCCRM26,442$7.0M0.04%
228DIMENSIONAL ETF TRUST25434V773257,153$6.9M0.04%
229NUSHARES ETF TRNU177,337$6.9M0.04%
230ALTRIA GROUP INCMO113,753$6.7M0.04%
231ZOETIS INCZTS43,390$6.6M0.04%
232VANGUARD WORLD FD92204A70212,027$6.5M0.04%
233DIGITAL RLTY TR INC25386810341,935$6.4M0.04%
234CANADIAN PACIFIC KANSAS CITYCP87,857$6.4M0.04%
235INVESCO EXCH TRADED FD TR IIIVZ85,255$6.1M0.04%
236FIRST TR VALUE LINE DIVID IN33734H106140,159$6.1M0.04%
237SPDR SER TR78464A375183,416$6.1M0.03%
238ISHARES TR46428787965,034$6.0M0.03%
239VANGUARD WORLD FD92204A50423,242$5.8M0.03%
240NVIDIA CORPORATIONNVDA54,500$5.8M0.03%
241PIMCO ETF TR72201R866113,023$5.8M0.03%
242QUALCOMM INCQCOM38,574$5.7M0.03%
243ISHARES TR46435UAA9234,543$5.7M0.03%
244IRON MTN INC DEL46284V10165,378$5.6M0.03%
245VANGUARD SCOTTSDALE FDS92206C73022,269$5.5M0.03%
246INTEL CORPINTC256,400$5.5M0.03%
247ISHARES TR46429B69760,418$5.5M0.03%
248FIRST TR EXCHNG TRADED FD VI33740F763113,739$5.5M0.03%
249SCHWAB STRATEGIC TR808524607236,718$5.4M0.03%
250VANGUARD SCOTTSDALE FDS92206C87066,361$5.4M0.03%
251SPDR SER TR78464A35969,563$5.3M0.03%
252ACCENTURE PLC IRELANDACN18,209$5.3M0.03%
253GE HEALTHCARE TECHNOLOGIES IGEHC78,322$5.3M0.03%
254SELECT SECTOR SPDR TR81369Y88666,763$5.2M0.03%
255LAM RESEARCH CORPLRCX73,107$5.2M0.03%
256INVESCO EXCH TRD SLF IDX FDIVZ263,757$5.1M0.03%
257CAPITAL GROUP DIVIDEND VALUE14020W106147,108$5.1M0.03%
258TAIWAN SEMICONDUCTOR MFG LTD87403910030,911$5.1M0.03%
259INNOVATOR ETFS TRUSTINHD166,912$5.0M0.03%
260EA SERIES TRUST02072L714406,311$5.0M0.03%
261SPDR SER TR78464A292156,104$5.0M0.03%
2623M COMMM35,441$4.9M0.03%
263SPDR SER TR78464A649192,640$4.9M0.03%
264LINDE PLCLIN10,784$4.8M0.03%
265CAPITAL GROUP GROWTH ETF14020G101140,209$4.8M0.03%
266PG&E CORPPCG-PX272,916$4.7M0.03%
267NUSHARES ETF TRNU124,142$4.6M0.03%
268ISHARES TR46428827370,002$4.6M0.03%
269SELECT SECTOR SPDR TR81369Y70435,665$4.6M0.03%
270COLUMBIA BKG SYS INC197236102192,748$4.5M0.03%
271GILEAD SCIENCES INCGILD41,993$4.5M0.03%
272ISHARES TR46428743250,488$4.5M0.03%
273SELECT SECTOR SPDR TR81369Y60591,840$4.4M0.03%
274SPDR S&P MIDCAP 400 ETF TRMDY8,352$4.3M0.02%
275INVESCO EXCH TRADED FD TR IIIVZ186,090$4.3M0.02%
276SELECT SECTOR SPDR TR81369Y20931,347$4.3M0.02%
277BLACKSTONE INCBX31,712$4.3M0.02%
278BOEING COBA-PA24,072$4.2M0.02%
279SPDR SER TR78468R788101,058$4.2M0.02%
280PIMCO ETF TR72201R87485,049$4.2M0.02%
281LEGG MASON ETF INVT52468L406105,719$4.2M0.02%
282PROSHARES TR74348A46742,236$4.1M0.02%
283DELTA AIR LINES INC DELDAL95,459$4.0M0.02%
284INVESCO EXCHANGE TRADED FD TIVZ41,477$4.0M0.02%
285ISHARES TR46428762213,214$4.0M0.02%
286BRISTOL-MYERS SQUIBB COCELG-RI81,386$4.0M0.02%
287ISHARES TR46434V86077,439$3.9M0.02%
288DIMENSIONAL ETF TRUST25434V62565,598$3.9M0.02%
289WISDOMTREE TRWT77,041$3.9M0.02%
290WEC ENERGY GROUP INCWEC35,488$3.9M0.02%
291WILLIAMS COS INC96945710064,590$3.9M0.02%
292FIRST TR EXCH TRADED FD III33739N10877,664$3.8M0.02%
293LEGG MASON ETF INVT52468L810192,564$3.8M0.02%
294PALANTIR TECHNOLOGIES INCPLTR35,182$3.8M0.02%
295BAIN CAP SPECIALTY FIN INC05684B107245,058$3.8M0.02%
296MCKESSON CORPMCK5,445$3.7M0.02%
297ISHARES TR46429B65572,669$3.7M0.02%
298GLOBAL X FDS37954Y88955,287$3.7M0.02%
299VITA COCO CO INCCOCO119,055$3.7M0.02%
300MID-AMER APT CMNTYS INC59522J10322,631$3.6M0.02%
301ISHARES TR46429B66331,599$3.6M0.02%
302LOWES COS INC54866110716,057$3.6M0.02%
303FLEXSHARES TRFLEX139,331$3.5M0.02%
304FIRST TR EXCH TRADED FD III33739P830178,931$3.5M0.02%
305ISHARES TR46435U515138,690$3.5M0.02%
306SCHWAB STRATEGIC TR808524771154,104$3.5M0.02%
307GRAINGER W W INC3848021043,413$3.5M0.02%
308PFIZER INCPFE152,240$3.5M0.02%
309SELECT SECTOR SPDR TR81369Y50641,932$3.5M0.02%
310VANGUARD ADMIRAL FDS INC92193270319,668$3.5M0.02%
311GAMING & LEISURE PPTYS INC36467J10870,481$3.5M0.02%
312DIMENSIONAL ETF TRUST25434V84973,211$3.4M0.02%
313SPDR SER TR78464A76326,364$3.4M0.02%
314ADOBE INCADBE9,494$3.4M0.02%
315FIRST TR EXCH TRADED FD III33739E108196,034$3.4M0.02%
316FIRST TR EXCHANGE TRADED FD33738R50659,805$3.4M0.02%
317WASTE MGMT INC DEL94106L10914,875$3.4M0.02%
318VANGUARD ADMIRAL FDS INC92193286932,920$3.4M0.02%
319APPLIED MATLS INC03822210522,390$3.4M0.02%
320MORGAN STANLEYMS-PQ29,081$3.4M0.02%
321VANGUARD ADMIRAL FDS INC92193284438,090$3.4M0.02%
322ISHARES TR46432F85968,131$3.3M0.02%
323GLOBAL X FDS37954Y67386,360$3.3M0.02%
324PNC FINL SVCS GROUP INC69347510520,030$3.2M0.02%
325DEERE & CODE6,873$3.2M0.02%
326MEDTRONIC PLCMDT37,811$3.2M0.02%
327INVESCO EXCH TRD SLF IDX FDIVZ162,907$3.2M0.02%
328TARGET CORPTGT33,420$3.2M0.02%
329AFLAC INCAFL29,174$3.2M0.02%
330ENBRIDGE INCENNPF68,618$3.2M0.02%
331M & T BK CORP55261F10418,502$3.1M0.02%
332VANGUARD WORLD FD92204A40526,645$3.1M0.02%
333ISHARES TR46428716823,994$3.1M0.02%
334US BANCORP DELUSB-PS76,838$3.1M0.02%
335ISHARES TR46435G193134,019$3.1M0.02%
336OTIS WORLDWIDE CORPOTIS32,358$3.0M0.02%
337ALLSTATE CORPALL-PJ15,380$3.0M0.02%
338AMEREN CORPAEE29,804$2.9M0.02%
339SCHWAB STRATEGIC TR808524862120,752$2.9M0.02%
340COMCAST CORP NEWCCZ88,100$2.9M0.02%
341J P MORGAN EXCHANGE TRADED F46641Q67062,584$2.9M0.02%
342J P MORGAN EXCHANGE TRADED F46641Q20948,795$2.9M0.02%
343APPLE INCAAPL13,700$2.9M0.02%
344FORD MTR CO345370860282,254$2.8M0.02%
345ISHARES TR46428867925,392$2.8M0.02%
346CITIGROUP INCC-PR41,042$2.8M0.02%
347CONOCOPHILLIPSCOP30,076$2.8M0.02%
348FIDELITY COVINGTON TRUST31609280817,106$2.7M0.02%
349ISHARES TR46434V28247,139$2.7M0.02%
350SCHWAB CHARLES CORPSCHW-PJ33,131$2.6M0.02%
351GOLDMAN SACHS GROUP INCGSCE4,817$2.6M0.02%
352ISHARES INC46434G86375,018$2.6M0.01%
353INVESCO EXCH TRADED FD TR IIIVZ27,923$2.6M0.01%
354ADVANCED MICRO DEVICES INCAMD27,328$2.6M0.01%
355ISHARES TR46428868784,481$2.6M0.01%
356CINTAS CORPCTAS12,045$2.5M0.01%
357FLEXSHARES TRFLEX38,320$2.5M0.01%
358ISHARES TR46428881042,327$2.5M0.01%
359DIMENSIONAL ETF TRUST25434V30296,473$2.5M0.01%
360ISHARES TR46428857024,777$2.5M0.01%
361KROGER COKR34,710$2.5M0.01%
362ISHARES TR46436E841109,640$2.5M0.01%
363VANGUARD INDEX FDS92290855327,590$2.4M0.01%
364FIDELITY COVINGTON TRUST31609279038,175$2.4M0.01%
365ISHARES TR46428985931,364$2.4M0.01%
366ISHARES SILVER TRSLV77,632$2.4M0.01%
367INVESCO EXCH TRADED FD TR IIIVZ51,589$2.4M0.01%
368VANGUARD INDEX FDS92290865213,914$2.4M0.01%
369ISHARES TR46428880220,872$2.4M0.01%
370ISHARES TR46436E86699,846$2.3M0.01%
371VANGUARD WORLD FD92204A87613,695$2.3M0.01%
372PROGRESSIVE CORP7433151038,729$2.3M0.01%
373VANGUARD SCOTTSDALE FDS92206C10239,399$2.3M0.01%
374NORTHROP GRUMMAN CORPNOC4,985$2.3M0.01%
375VANGUARD WORLD FD92191084018,339$2.2M0.01%
376SEAGATE TECHNOLOGY HLDNGS PLSE26,754$2.2M0.01%
377SNOWFLAKE INCSNOW13,989$2.2M0.01%
378SHELL PLCRYDAF33,929$2.2M0.01%
379ISHARES TR46436E85895,992$2.2M0.01%
380ISHARES TR46436E83397,875$2.2M0.01%
381EMERSON ELEC COEMR20,739$2.2M0.01%
382BLACKROCK INCBLK2,362$2.2M0.01%
383WISDOMTREE TRWT44,731$2.2M0.01%
384AGNC INVT CORP00123Q104246,086$2.1M0.01%
385NORDSON CORPNDSN11,327$2.1M0.01%
386THE CIGNA GROUP1255231006,344$2.1M0.01%
387TJX COS INC NEW87254010916,748$2.1M0.01%
388AMERIPRISE FINL INC03076C1064,468$2.1M0.01%
389FRANKLIN TEMPLETON ETF TRFGDL55,014$2.1M0.01%
390PUBLIC STORAGE OPER COPSA-PS7,151$2.1M0.01%
391BANK NEW YORK MELLON CORP06405810026,472$2.1M0.01%
392INNOVATOR ETFS TRUSTINHD54,740$2.1M0.01%
393ISHARES TR46432F84226,528$2.1M0.01%
394CROWDSTRIKE HLDGS INCCRWD4,976$2.1M0.01%
395BECTON DICKINSON & COBDX10,044$2.1M0.01%
396AMERICAN CENTY ETF TR02507268743,659$2.0M0.01%
397DIMENSIONAL ETF TRUST25434V74075,970$2.0M0.01%
398ISHARES TR46432F3969,882$2.0M0.01%
399NORFOLK SOUTHN CORP6558441088,918$2.0M0.01%
400FEDEX CORPFDX9,320$2.0M0.01%
401DIMENSIONAL ETF TRUST25434V79970,302$2.0M0.01%
402GE VERNOVA INCGEV5,559$2.0M0.01%
403CAPITAL GRP FIXED INCM ETF T14020Y10289,908$2.0M0.01%
404WISDOMTREE TRWT29,291$2.0M0.01%
405ISHARES TR46428770517,389$2.0M0.01%
406CSX CORPCSX70,676$2.0M0.01%
407AMPLIFY ETF TR03210840950,247$2.0M0.01%
408PIMCO ETF TR72201R83319,477$2.0M0.01%
409ONEOK INC NEWOKE22,454$1.9M0.01%
410DBX ETF TR23305126741,679$1.9M0.01%
411NOVO-NORDISK A SNONOF30,805$1.9M0.01%
412ISHARES TR46428717617,493$1.9M0.01%
413CONSTELLATION ENERGY CORPCEG8,625$1.9M0.01%
414KIMBERLY-CLARK CORPKMB14,140$1.9M0.01%
415VANGUARD WORLD FD92191072531,128$1.9M0.01%
416INTUITINTU3,014$1.9M0.01%
417KINDER MORGAN INC DELEP-PC68,533$1.8M0.01%
418VICTORY PORTFOLIOS II92647N87333,597$1.8M0.01%
419MARATHON PETE CORPMARA13,233$1.8M0.01%
420SCHWAB STRATEGIC TR80852470665,760$1.8M0.01%
421INVESCO EXCH TRD SLF IDX FDIVZ88,023$1.8M0.01%
422ISHARES TR46435G67235,271$1.8M0.01%
423COLGATE PALMOLIVE COCL19,281$1.8M0.01%
424COPART INCCPRT28,750$1.8M0.01%
425INNOVATOR ETFS TRUSTINHD51,557$1.8M0.01%
426BOOKING HOLDINGS INCBKNG361$1.7M0.01%
427ISHARES TR46435U66346,550$1.7M0.01%
428AMERICAN ELEC PWR CO INC02553710116,221$1.7M0.01%
429CHIPOTLE MEXICAN GRILL INCCMG34,364$1.7M0.01%
430CVS HEALTH CORPCVS25,825$1.7M0.01%
431ISHARES TR46435G42514,282$1.7M0.01%
432UBER TECHNOLOGIES INCUBER21,713$1.7M0.01%
433INNOVATOR ETFS TRUSTINHD51,267$1.7M0.01%
434ELEVANCE HEALTH INCELV3,905$1.7M0.01%
435NUVEEN CA QUALTY MUN INCOMENU155,224$1.7M0.01%
436CUMMINS INCCMI5,651$1.7M0.01%
437TRAVELERS COMPANIES INCTRV6,361$1.7M0.01%
438VANECK ETF TRUST92189H30067,664$1.6M0.01%
439VANGUARD WHITEHALL FDS92194679421,888$1.6M0.01%
440PRUDENTIAL FINL INCPUKPF15,678$1.6M0.01%
441ANALOG DEVICES INCADI8,307$1.6M0.01%
442AMERICAN CENTY ETF TR02507260426,756$1.6M0.01%
443ISHARES TR46428876010,559$1.6M0.01%
444EATON VANCE ENHANCED EQUITYETN88,138$1.6M0.01%
445ISHARES TR46435G40951,919$1.6M0.01%
446ROCKWELL AUTOMATION INCROK6,429$1.6M0.01%
447SHERWIN WILLIAMS COSHW4,776$1.6M0.01%
448DIMENSIONAL ETF TRUST25434V82369,515$1.6M0.01%
449TENET HEALTHCARE CORPTHC12,731$1.6M0.01%
450ISHARES TR46428866113,321$1.6M0.01%
451DBX ETF TR23305114331,950$1.6M0.01%
452ISHARES BITCOIN TRUST ETFIBIT29,061$1.5M0.01%
453PALO ALTO NETWORKS INCPANW8,716$1.5M0.01%
454CHENIERE ENERGY INCLNG6,581$1.5M0.01%
455ISHARES TR46428749918,300$1.5M0.01%
456YUM BRANDS INCYUM10,329$1.5M0.01%
457MERCADOLIBRE INCMELI684$1.5M0.01%
458T-MOBILE US INCTMUSZ5,720$1.5M0.01%
459ISHARES TR46428986725,968$1.5M0.01%
460TRUIST FINL CORP89832Q10938,981$1.5M0.01%
461PAYCHEX INCPAYX10,221$1.5M0.01%
462NEW JERSEY RES CORPNJR29,156$1.4M0.01%
463ISHARES TR46436E20561,771$1.4M0.01%
464ARK ETF TR00214Q10428,171$1.4M0.01%
465ISHARES TR46428723432,276$1.4M0.01%
466SPROTT PHYSICAL GOLD & SILVESII47,218$1.4M0.01%
467CONSTELLATION BRANDS INCSTZ7,305$1.4M0.01%
468FISERV INCFISV7,717$1.4M0.01%
469WARNER BROS DISCOVERY INCWBD160,592$1.4M0.01%
470KRAFT HEINZ COKHC45,640$1.4M0.01%
471VANGUARD ADMIRAL FDS INC9219325054,036$1.4M0.01%
472BLACKSTONE SECD LENDING FDBX45,808$1.3M0.01%
473ENTERPRISE PRODS PARTNERS L29379210742,859$1.3M0.01%
474ISHARES TR46434V78760,182$1.3M0.01%
475NIKE INCNKE22,690$1.3M0.01%
476ARCH CAP GROUP LTDG0450A10514,229$1.3M0.01%
477GALLAGHER ARTHUR J & CO3635761093,938$1.3M0.01%
478ISHARES TR46429B68916,064$1.3M0.01%
479PHILLIPS 66PSX12,240$1.3M0.01%
480SHOPIFY INCSHOP13,448$1.3M0.01%
481SELECT SECTOR SPDR TR81369Y4076,523$1.3M0.01%
482ISHARES TR46428751513,544$1.3M0.01%
483BOSTON SCIENTIFIC CORPBSX12,338$1.2M0.01%
484ISHARES TR4642887869,461$1.2M0.01%
485GENERAL MLS INC37033410421,934$1.2M0.01%
486NORTHERN LTS FD TR IVNTRSO52,165$1.2M0.01%
487SERVICENOW INCNOW1,309$1.2M0.01%
488INVESCO EXCH TRD SLF IDX FDIVZ52,787$1.2M0.01%
489FIRST TRUST LRGCP GWT ALPHAD33735K1089,294$1.2M0.01%
490OCCIDENTAL PETE CORP67459910529,986$1.2M0.01%
491SPDR SER TR78468R40847,901$1.2M0.01%
492CARPENTER TECHNOLOGY CORPCRS5,914$1.2M0.01%
493HERSHEY COHSY7,189$1.2M0.01%
494SUPER MICRO COMPUTER INCSMCI32,920$1.2M0.01%
495ISHARES TR46428863822,387$1.2M0.01%
496ISHARES TR46434V45628,304$1.2M0.01%
497DOMINION ENERGY INCD21,538$1.1M0.01%
498ISHARES TR4642877218,113$1.1M0.01%
499ISHARES TR46428875212,231$1.1M0.01%
500ISHARES TR46428852120,313$1.1M0.01%