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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

Lido Advisors, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001395

Total Value
$8.20B
Positions
1,164
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY3,443,900$1.32B16.50%
2SPDR S&P 500 ETF TRSPY2,689,000$1.03B12.89%
3INVESCO EXCH TRD SLF IDX FDIVZ45,901,460$940.3M11.78%
4SPDR S&P 500 ETF TRSPY1,389,948$531.6M6.66%
5APPLE INCAAPL1,779,170$231.2M2.90%
6INVESCO EXCH TRD SLF IDX FDIVZ10,478,294$219.8M2.75%
7FIDELITY COVINGTON TRUST3160928081,475,545$139.5M1.75%
8ISHARES TR464287408835,400$121.2M1.52%
9MICROSOFT CORPMSFT428,340$102.7M1.29%
10FIDELITY COVINGTON TRUST3160926001,417,791$90.7M1.14%
11ISHARES TR4642873091,361,234$79.6M1.00%
12FIDELITY COVINGTON TRUST3160925011,446,762$69.4M0.87%
13FIDELITY COVINGTON TRUST3160927091,120,529$56.8M0.71%
14FIDELITY COVINGTON TRUST316092204975,148$55.3M0.69%
15UNITEDHEALTH GROUP INCUNH93,473$49.6M0.62%
16ALTRIA GROUP INCMO1,075,869$49.2M0.62%
17VANGUARD INDEX FDS922908769242,308$46.3M0.58%
18AMAZON COM INCAMZN534,015$44.9M0.56%
19ISHARES TR464287457475,805$38.6M0.48%
20FIDELITY COVINGTON TRUST316092303856,033$38.4M0.48%
21FIDELITY COVINGTON TRUST3160928731,224,079$38.0M0.48%
22ESSEX PPTY TR INC297178105172,416$36.5M0.46%
23SPDR S&P 500 ETF TRSPY94,804$36.3M0.45%
24NVIDIA CORPORATIONNVDA245,920$35.9M0.45%
25SELECT SECTOR SPDR TR81369Y209260,511$35.4M0.44%
26SELECT SECTOR SPDR TR81369Y506387,483$33.9M0.42%
27SELECT SECTOR SPDR TR81369Y308449,278$33.5M0.42%
28ABBVIE INCABBV205,461$33.2M0.42%
29FIDELITY COVINGTON TRUST3160924021,392,038$33.2M0.42%
30APPLE INCAAPL246,700$32.1M0.40%
31INVESCO EXCH TRD SLF IDX FDIVZ1,518,453$30.6M0.38%
32EXXON MOBIL CORPXOM268,667$29.6M0.37%
33MICROSOFT CORPMSFT122,126$29.3M0.37%
34GLOBAL X FDS37954Y6571,482,313$28.7M0.36%
35PEPSICO INCPEP157,510$28.5M0.36%
36JOHNSON & JOHNSONJNJ157,060$27.7M0.35%
37ISHARES TR464287606383,624$26.2M0.33%
38ISHARES TR464287705258,708$26.1M0.33%
39VANGUARD WORLD FDS92204A70281,393$26.0M0.33%
40APPLE INCAAPL196,608$25.5M0.32%
41ALPHABET INCGOOG278,969$24.6M0.31%
42VANGUARD WHITEHALL FDS921946406225,360$24.4M0.31%
43SELECT SECTOR SPDR TR81369Y886344,411$24.3M0.30%
44INVESCO QQQ TRIVZ90,837$24.2M0.30%
45NVIDIA CORPORATIONNVDA162,804$23.8M0.30%
46ISHARES TR46428720061,697$23.7M0.30%
47ALPHABET INCGOOG263,418$23.4M0.29%
48JPMORGAN CHASE & COVYLD168,257$22.6M0.28%
49NETFLIX INCNFLX73,655$21.7M0.27%
50MASTERCARD INCORPORATEDMA62,215$21.6M0.27%
51MICROSOFT CORPMSFT90,000$21.6M0.27%
52NIKE INCNKE182,676$21.4M0.27%
53ADOBE SYSTEMS INCORPORATEDADBE62,806$21.1M0.26%
54HOME DEPOT INCHD65,672$20.7M0.26%
55TARGET CORPTGT136,256$20.3M0.25%
56ISHARES TR464287150223,739$19.0M0.24%
57TESLA INCTSLA153,390$18.9M0.24%
58BERKSHIRE HATHAWAY INC DELBRK-A58,337$18.0M0.23%
59FIDELITY COVINGTON TRUST316092857716,698$17.8M0.22%
60FIDELITY COVINGTON TRUST316092881405,033$17.7M0.22%
61VANECK ETF TRUST92189F106604,474$17.3M0.22%
62FIDELITY COVINGTON TRUST316092865368,783$16.8M0.21%
63GOLDMAN SACHS GROUP INCGSCE48,140$16.5M0.21%
64ANALOG DEVICES INCADI98,981$16.2M0.20%
65INTUITIVE SURGICAL INCISRG59,869$15.9M0.20%
66LILLY ELI & COLLY42,890$15.7M0.20%
67BROADCOM INCAVGO26,896$15.0M0.19%
68INVESCO QQQ TRIVZ53,600$14.3M0.18%
69VANGUARD INDEX FDS922908553172,142$14.2M0.18%
70WALMART INCWMT99,160$14.1M0.18%
71MCKESSON CORPMCK36,756$13.8M0.17%
72DEERE & CODE30,021$12.9M0.16%
73ISHARES TR464287465195,575$12.8M0.16%
74HUNT J B TRANS SVCS INC44565810771,684$12.5M0.16%
75VISA INCV60,117$12.5M0.16%
76INVESCO EXCHANGE TRADED FD TIVZ283,150$12.5M0.16%
77STARBUCKS CORPSBUX121,837$12.1M0.15%
78ISHARES TR46429B697165,541$11.9M0.15%
79AMGEN INCAMGN45,312$11.9M0.15%
80ISHARES TR46428768952,809$11.7M0.15%
81VANGUARD WORLD FDS92204A80167,180$11.4M0.14%
82SELECT SECTOR SPDR TR81369Y605328,988$11.3M0.14%
83SCRIPPS E W CO OHIO811054402842,486$11.1M0.14%
84BLACKSTONE INCBX144,849$10.7M0.13%
85VANGUARD INDEX FDS92290836330,206$10.6M0.13%
86CHEVRON CORP NEWCVX58,424$10.5M0.13%
87PROCTER AND GAMBLE CO74271810969,189$10.5M0.13%
88ORACLE CORPORCL-PD124,379$10.2M0.13%
89APPLIED MATLS INC038222105104,118$10.1M0.13%
90MCDONALDS CORPMCD37,919$10.0M0.13%
91SELECT SECTOR SPDR TR81369Y20972,900$9.9M0.12%
92UNITEDHEALTH GROUP INCUNH18,600$9.9M0.12%
93TAIWAN SEMICONDUCTOR MFG LTD874039100132,222$9.8M0.12%
94CONSTELLATION BRANDS INCSTZ41,970$9.7M0.12%
95NEXTERA ENERGY INCNEE-PW116,163$9.7M0.12%
96QUALCOMM INCQCOM87,657$9.6M0.12%
97SELECT SECTOR SPDR TR81369Y506109,316$9.6M0.12%
98JOHNSON & JOHNSONJNJ52,763$9.3M0.12%
99ISHARES TR46432F39662,200$9.1M0.11%
100LOCKHEED MARTIN CORPLMT18,504$9.0M0.11%
101TEXAS INSTRS INC88250810453,680$8.9M0.11%
102VANGUARD BD INDEX FDS921937835123,443$8.9M0.11%
103NUSHARES ETF TRNU257,967$8.8M0.11%
104ADVANCED MICRO DEVICES INCAMD135,444$8.8M0.11%
105GOLDMAN SACHS ETF TRNVGLF114,815$8.7M0.11%
106COSTCO WHSL CORP NEW22160K10518,911$8.6M0.11%
107T-MOBILE US INCTMUSZ61,341$8.6M0.11%
108MICRON TECHNOLOGY INCMU171,140$8.6M0.11%
109ALTRIA GROUP INCMO186,200$8.5M0.11%
110CATERPILLAR INCCAT35,428$8.5M0.11%
111HONEYWELL INTL INC43851610638,782$8.3M0.10%
112PFIZER INCPFE162,062$8.3M0.10%
113FIDELITY COVINGTON TRUST316092824178,040$8.2M0.10%
114BOEING COBA-PA42,964$8.2M0.10%
115CHEVRON CORP NEWCVX45,508$8.2M0.10%
116ALLSTATE CORPALL-PJ58,714$8.0M0.10%
117INVESCO EXCH TRD SLF IDX FDIVZ417,623$7.9M0.10%
118ISHARES TR46428761436,474$7.8M0.10%
119CVS HEALTH CORPCVS82,690$7.7M0.10%
120BLACKROCK INCBLK10,708$7.6M0.10%
121ISHARES TR464287234200,100$7.6M0.10%
122PFIZER INCPFE147,440$7.6M0.09%
123VERIZON COMMUNICATIONS INCVZ189,575$7.5M0.09%
124ISHARES TR464288521150,837$7.5M0.09%
125BANK AMERICA CORP060505104221,719$7.3M0.09%
126ISHARES TR46428851396,046$7.1M0.09%
127CISCO SYS INCCSCO148,035$7.1M0.09%
128ACCENTURE PLC IRELANDACN26,412$7.0M0.09%
129MERCK & CO INCMRK61,907$6.9M0.09%
130PROCTER AND GAMBLE CO74271810944,861$6.8M0.09%
131VERTEX PHARMACEUTICALS INCVRTX23,416$6.8M0.08%
132LUMINAR TECHNOLOGIES INCLAZRQ1,332,620$6.6M0.08%
133META PLATFORMS INCMETA54,515$6.6M0.08%
134LAM RESEARCH CORPLRCX15,460$6.5M0.08%
135AT&T INCT-PC352,576$6.5M0.08%
136KIMBERLY-CLARK CORPKMB47,738$6.5M0.08%
137ISHARES TR46428744067,312$6.4M0.08%
138THERMO FISHER SCIENTIFIC INCTMO11,610$6.4M0.08%
139ABBOTT LABSABLZF57,954$6.4M0.08%
140UNION PAC CORPUNP30,635$6.3M0.08%
141RBB FD INC74933W452126,883$6.3M0.08%
142VANGUARD INDEX FDS92290874444,613$6.3M0.08%
143ISHARES TR46428787968,575$6.3M0.08%
144INVESCO EXCHANGE TRADED FD TIVZ39,630$6.1M0.08%
145NUSHARES ETF TRNU125,061$6.1M0.08%
146ISHARES TR46428759840,281$6.1M0.08%
147ISHARES TR46428788755,928$6.0M0.08%
148INVESCO EXCH TRADED FD TR IIIVZ534,302$6.0M0.07%
149AUTOMATIC DATA PROCESSING INADP24,203$5.8M0.07%
150ISHARES TR46428722659,453$5.8M0.07%
151BRISTOL-MYERS SQUIBB COCELG-RI78,613$5.7M0.07%
152ISHARES TR46436E569198,017$5.6M0.07%
153ISHARES TR46432F38861,676$5.6M0.07%
154MERCK & CO INCMRK50,465$5.6M0.07%
155TARGET CORPTGT37,500$5.6M0.07%
156GENERAL DYNAMICS CORPGD22,313$5.5M0.07%
157DANAHER CORPORATION23585110220,635$5.5M0.07%
158INTERNATIONAL BUSINESS MACHSINTR38,858$5.5M0.07%
159MOSAIC CO NEWMOS123,421$5.4M0.07%
160ISHARES TR46428765530,513$5.3M0.07%
161COCA COLA COKO82,793$5.3M0.07%
162SCHLUMBERGER LTDSLB98,500$5.3M0.07%
163ISHARES TR46432F33946,207$5.3M0.07%
164WALGREENS BOOTS ALLIANCE INC931427108140,587$5.3M0.07%
165ANNALY CAPITAL MANAGEMENT INNLY-PJ248,938$5.2M0.07%
166ISHARES TR46428746579,900$5.2M0.07%
167WALMART INCWMT36,949$5.2M0.07%
168ILLINOIS TOOL WKS INC45230810923,721$5.2M0.07%
169CISCO SYS INCCSCO109,402$5.2M0.07%
170MARSH & MCLENNAN COS INC57174810231,458$5.2M0.07%
171S&P GLOBAL INCSPGI15,400$5.2M0.06%
172J P MORGAN EXCHANGE TRADED F46641Q837102,029$5.1M0.06%
173SOUTHERN COSOMN70,731$5.1M0.06%
174NORTHROP GRUMMAN CORPNOC9,178$5.0M0.06%
175ISHARES TR464287184174,000$4.9M0.06%
176SELECT SECTOR SPDR TR81369Y80339,438$4.9M0.06%
1773M COMMM40,864$4.9M0.06%
178WAYFAIR INCW148,300$4.9M0.06%
179EATON CORP PLCETN30,794$4.8M0.06%
180ISHARES TR46428762222,757$4.8M0.06%
181SELECT SECTOR SPDR TR81369Y70448,518$4.8M0.06%
182ISHARES TR46428780450,003$4.7M0.06%
183ISHARES TR46432F37041,336$4.7M0.06%
184INTEL CORPINTC176,786$4.7M0.06%
185EXXON MOBIL CORPXOM42,158$4.7M0.06%
186DISNEY WALT CO25468710653,418$4.6M0.06%
187VANGUARD SCOTTSDALE FDS92206C40960,942$4.6M0.06%
188SHERWIN WILLIAMS COSHW19,199$4.6M0.06%
189SCHWAB STRATEGIC TR808524201100,640$4.5M0.06%
190ISHARES TR46428751517,614$4.5M0.06%
191PHILIP MORRIS INTL INC71817210944,515$4.5M0.06%
192PROLOGIS INC.PLDGP38,841$4.4M0.05%
193DISNEY WALT CO25468710649,030$4.3M0.05%
194VANECK ETF TRUST92189F67620,871$4.2M0.05%
195SERVICENOW INCNOW10,903$4.2M0.05%
196INVESCO QQQ TRIVZ15,880$4.2M0.05%
197ISHARES TR46435U135127,451$4.2M0.05%
198CONSOLIDATED EDISON INCED43,768$4.2M0.05%
199GLOBAL X FDS37954Y780144,240$4.2M0.05%
200VANGUARD SCOTTSDALE FDS92206C10271,942$4.2M0.05%
201ISHARES TR46428755631,221$4.1M0.05%
202BUNGE LIMITEDBG41,000$4.1M0.05%
203GLOBAL X FDS37954Y434322,083$4.1M0.05%
204SELECT SECTOR SPDR TR81369Y605118,648$4.1M0.05%
205OVINTIV INCOVV79,920$4.1M0.05%
206LINDE PLCLIN12,250$4.0M0.05%
207JOHNSON & JOHNSONJNJ22,600$4.0M0.05%
208SPDR SER TR78464A292120,551$4.0M0.05%
209COMERICA INC20034010759,110$4.0M0.05%
210PEPSICO INCPEP21,244$3.8M0.05%
211UNITED PARCEL SERVICE INCUPS21,953$3.8M0.05%
212GILEAD SCIENCES INCGILD43,649$3.7M0.05%
213ZIMMER BIOMET HOLDINGS INCZBH29,200$3.7M0.05%
214CHUBB LIMITEDCB16,565$3.7M0.05%
215PROGRESSIVE CORP74331510328,102$3.6M0.05%
216SPDR SER TR78468R66339,659$3.6M0.05%
217ISHARES TR46429B65572,057$3.6M0.05%
218SPDR INDEX SHS FDS78463X20293,700$3.6M0.05%
219ISHARES TR46428763026,100$3.6M0.05%
220MICROCHIP TECHNOLOGY INC.MCHPP50,808$3.6M0.04%
221INVESCO ACTIVELY MANAGED ETFIVZ76,189$3.5M0.04%
222INTUITIVE SURGICAL INCISRG13,027$3.5M0.04%
223ISHARES TR46428772146,346$3.5M0.04%
224LOWES COS INC54866110717,275$3.4M0.04%
225PHILIP MORRIS INTL INC71817210933,710$3.4M0.04%
226ISHARES TR46428841431,954$3.4M0.04%
227APOLLO COML REAL ESTATE FIN03762UAC934,000$3.3M0.04%
228AT&T INCT-PC180,606$3.3M0.04%
229GILEAD SCIENCES INCGILD38,700$3.3M0.04%
230SPDR S&P MIDCAP 400 ETF TRMDY7,438$3.3M0.04%
231ISHARES TR46428750713,589$3.3M0.04%
232GENERAL DYNAMICS CORPGD13,240$3.3M0.04%
233SYSCO CORPSYY42,616$3.3M0.04%
234SPDR SER TR78464A63129,577$3.3M0.04%
235VANGUARD INDEX FDS92290873615,268$3.3M0.04%
236HUMANA INCHUM6,350$3.3M0.04%
237SALESFORCE INCCRM24,495$3.2M0.04%
238TERADYNE INCTER37,150$3.2M0.04%
239AFLAC INCAFL44,692$3.2M0.04%
240SELECT SECTOR SPDR TR81369Y50636,500$3.2M0.04%
241APPLE INCAAPL24,500$3.2M0.04%
242VANGUARD TAX-MANAGED FDS92194385874,634$3.1M0.04%
243BOOKING HOLDINGS INCBKNG1,552$3.1M0.04%
244HOME DEPOT INCHD9,898$3.1M0.04%
245INTERCONTINENTAL EXCHANGE IN45866F10430,416$3.1M0.04%
246WELLS FARGO CO NEW94974610174,719$3.1M0.04%
247VANGUARD BD INDEX FDS92193782740,796$3.1M0.04%
248VERIZON COMMUNICATIONS INCVZ77,089$3.0M0.04%
249FIRST TR EXCHANGE-TRADED FD33738R11862,775$3.0M0.04%
250TESLA INCTSLA24,200$3.0M0.04%
251WELLS FARGO CO NEW94974610171,717$3.0M0.04%
252VANGUARD INDEX FDS92290855335,863$3.0M0.04%
253SPDR SER TR78468R78874,490$2.9M0.04%
254WISDOMTREE TRWT47,106$2.9M0.04%
255VANGUARD BD INDEX FDS92193781938,955$2.9M0.04%
256CONOCOPHILLIPSCOP24,267$2.9M0.04%
257MONDELEZ INTL INC60920710542,933$2.9M0.04%
258SCHWAB STRATEGIC TR80852480588,629$2.9M0.04%
259ISHARES TR46428835650,320$2.8M0.04%
260CORNING INCGLW88,294$2.8M0.04%
261GLOBAL X FDS37950E291149,976$2.8M0.04%
262CSX CORPCSX90,230$2.8M0.04%
263DUKE ENERGY CORP NEWDUKB26,948$2.8M0.03%
264VANGUARD WORLD FDS92204A20714,405$2.8M0.03%
265INTERNATIONAL PAPER CO46014610379,100$2.7M0.03%
266RIO TINTO PLCRTNTF38,382$2.7M0.03%
267EMERSON ELEC COEMR28,395$2.7M0.03%
268COLGATE PALMOLIVE COCL34,518$2.7M0.03%
269AMGEN INCAMGN10,270$2.7M0.03%
270MORGAN STANLEYMS-PQ31,710$2.7M0.03%
271VANGUARD SPECIALIZED FUNDS92190884417,517$2.7M0.03%
272FORD MTR CO DEL345370860228,594$2.7M0.03%
273SYNAPTICS INCSYNA27,550$2.6M0.03%
274SVB FINANCIAL GROUP78486Q10111,374$2.6M0.03%
275SPDR SER TR78464A78963,890$2.6M0.03%
276ARBOR REALTY TRUST INCABR-PF197,500$2.6M0.03%
277SPDR GOLD TRGLD15,208$2.6M0.03%
278FREEPORT-MCMORAN INCFCX67,833$2.6M0.03%
279ARES CAPITAL CORPARCC139,281$2.6M0.03%
280FIDELITY COVINGTON TRUST31609283264,317$2.6M0.03%
281LOCKHEED MARTIN CORPLMT5,259$2.6M0.03%
282ARCHER DANIELS MIDLAND COADM27,401$2.5M0.03%
283MOODYS CORPMCO9,092$2.5M0.03%
284GRAINGER W W INC3848021044,537$2.5M0.03%
285GRAPHIC PACKAGING HLDG COGPK113,313$2.5M0.03%
286ALPHABET INCGOOG28,500$2.5M0.03%
287ISHARES TR46428723466,100$2.5M0.03%
288ALPS ETF TR00162Q45265,715$2.5M0.03%
289NATIONAL FUEL GAS CONFG38,837$2.5M0.03%
290CBOE GLOBAL MKTS INC12503M10819,391$2.4M0.03%
291KLA CORPKLAC6,421$2.4M0.03%
292ALLIANCEBERNSTEIN HLDG L P01881G10670,221$2.4M0.03%
293INVESCO EXCH TRD SLF IDX FDIVZ127,034$2.4M0.03%
294ISHARES TR464288224121,265$2.4M0.03%
295AMERICAN EXPRESS COAXP16,216$2.4M0.03%
296VANECK ETF TRUST92189F429142,616$2.4M0.03%
297CHARTER COMMUNICATIONS INC N16119P1087,008$2.4M0.03%
298INVESCO QQQ TRIVZ8,800$2.3M0.03%
299GENERAL MTRS CO37045V10069,468$2.3M0.03%
300MICRON TECHNOLOGY INCMU46,737$2.3M0.03%
301FIFTH THIRD BANCORPFITBM70,353$2.3M0.03%
302INVESCO EXCH TRADED FD TR IIIVZ134,109$2.3M0.03%
303LINCOLN ELEC HLDGS INC53390010615,831$2.3M0.03%
304VANGUARD SCOTTSDALE FDS92206C84737,100$2.3M0.03%
305STARBUCKS CORPSBUX23,000$2.3M0.03%
306SERVICENOW INCNOW5,876$2.3M0.03%
307CBOE GLOBAL MKTS INC12503M10818,000$2.3M0.03%
308SERVICENOW INCNOW5,800$2.3M0.03%
309GOLUB CAP BDC INC38173M102171,071$2.3M0.03%
310VANGUARD INDEX FDS92290861114,168$2.2M0.03%
311ISHARES GOLD TRIAU64,154$2.2M0.03%
312ISHARES TR46428837248,299$2.2M0.03%
313VANGUARD INTL EQUITY INDEX F92204267653,000$2.2M0.03%
314AMERICAN CENTY ETF TR02507253963,820$2.2M0.03%
315PPL CORPPPLC74,384$2.2M0.03%
316ISHARES TR46428723456,319$2.1M0.03%
317ABBVIE INCABBV13,000$2.1M0.03%
318CARDINAL HEALTH INCCAH27,060$2.1M0.03%
319BECTON DICKINSON & COBDX8,072$2.1M0.03%
320CUMMINS INCCMI8,456$2.0M0.03%
321BERKLEY W R CORPWRB-PH28,221$2.0M0.03%
322GENUINE PARTS COGPC11,727$2.0M0.03%
323CORNING INCGLW63,445$2.0M0.03%
324NUSHARES ETF TRNU57,108$2.0M0.03%
325ALTRIA GROUP INCMO43,897$2.0M0.03%
326BANK NEW YORK MELLON CORP06405810044,000$2.0M0.03%
327GLOBAL X FDS37954Y85534,028$2.0M0.02%
328ISHARES TR4642877626,997$2.0M0.02%
329VANGUARD WORLD FDS92204A87612,874$2.0M0.02%
330HILTON WORLDWIDE HLDGS INCHLT15,599$2.0M0.02%
331SCHWAB STRATEGIC TR80852410243,445$1.9M0.02%
332EQUINIX INCEQIX2,962$1.9M0.02%
333COMCAST CORP NEWCCZ54,659$1.9M0.02%
334NUSHARES ETF TRNU63,860$1.9M0.02%
335CAMDEN PPTY TR13313110216,870$1.9M0.02%
336INTEL CORPINTC70,888$1.9M0.02%
337ARCHER DANIELS MIDLAND COADM20,000$1.9M0.02%
338COMMERCE BANCSHARES INCCBSH27,073$1.8M0.02%
339APA CORPORATIONAPA39,300$1.8M0.02%
340SPDR SER TR78464A40935,889$1.8M0.02%
341D R HORTON INC23331A10920,266$1.8M0.02%
342STATE STR CORPSTT-PG23,200$1.8M0.02%
343EXXON MOBIL CORPXOM16,200$1.8M0.02%
344VANGUARD INDEX FDS9229086298,743$1.8M0.02%
345ISHARES TR46428876015,802$1.8M0.02%
346MEDICAL PPTYS TRUST INC58463J304158,077$1.8M0.02%
347AIRBNB INCABNB20,204$1.7M0.02%
348BECTON DICKINSON & COBDX6,762$1.7M0.02%
349ISHARES TR46428716814,212$1.7M0.02%
350SPDR SER TR78464A66458,575$1.7M0.02%
351GRAPHIC PACKAGING HLDG COGPK75,000$1.7M0.02%
352AMAZON COM INCAMZN19,800$1.7M0.02%
353NATIONAL RETAIL PROPERTIES INNN36,243$1.7M0.02%
354DELTA AIR LINES INC DELDAL50,458$1.7M0.02%
355ALCOA CORPAA36,400$1.7M0.02%
356HERITAGE COMM CORPHTBK125,476$1.6M0.02%
357T-MOBILE US INCTMUSZ11,600$1.6M0.02%
358SCHWAB STRATEGIC TR80852485432,868$1.6M0.02%
359RAYTHEON TECHNOLOGIES CORPRTX15,952$1.6M0.02%
360SCHLUMBERGER LTDSLB29,587$1.6M0.02%
361TJX COS INC NEW87254010919,845$1.6M0.02%
362DONALDSON INCDCI26,695$1.6M0.02%
363WARNER BROS DISCOVERY INCWBD165,608$1.6M0.02%
364SCHWAB STRATEGIC TR80852460738,502$1.6M0.02%
365CITIGROUP INCC-PR34,203$1.5M0.02%
366LYONDELLBASELL INDUSTRIES NLYB18,496$1.5M0.02%
367NVIDIA CORPORATIONNVDA10,500$1.5M0.02%
368NEW JERSEY RES CORPNJR30,207$1.5M0.02%
369LAM RESEARCH CORPLRCX3,500$1.5M0.02%
370FIDELITY COVINGTON TRUST31609284039,400$1.5M0.02%
371VANGUARD CHARLOTTE FDS92203J40730,823$1.5M0.02%
372SPDR DOW JONES INDL AVERAGE78467X1094,392$1.5M0.02%
373HILTON WORLDWIDE HLDGS INCHLT11,500$1.5M0.02%
374INTERNATIONAL BUSINESS MACHSINTR10,300$1.5M0.02%
375ALIBABA GROUP HLDG LTDBBAAY16,308$1.4M0.02%
376SEI INVTS CO78411710324,499$1.4M0.02%
377FASTENAL COFAST30,083$1.4M0.02%
378ROYAL GOLD INCRGLD12,603$1.4M0.02%
379COSTCO WHSL CORP NEW22160K1053,100$1.4M0.02%
380FULLER H B COFUL19,671$1.4M0.02%
381PARKER-HANNIFIN CORPPH4,812$1.4M0.02%
382PIMCO ETF TR72201R83314,194$1.4M0.02%
383VERTEX PHARMACEUTICALS INCVRTX4,816$1.4M0.02%
384ISHARES TR46428749920,602$1.4M0.02%
385RPM INTL INC74968510314,206$1.4M0.02%
3863M COMMM11,483$1.4M0.02%
387FEDERAL RLTY INVT TR NEW31374510113,600$1.4M0.02%
388AGILENT TECHNOLOGIES INCA9,176$1.4M0.02%
389ELEVANCE HEALTH INCELV2,657$1.4M0.02%
390ALPHABET INCGOOG15,200$1.3M0.02%
391VANGUARD WHITEHALL FDS92194679422,613$1.3M0.02%
392WALMART INCWMT9,300$1.3M0.02%
393EOG RES INCEOG10,162$1.3M0.02%
394SJW GROUPHTO16,200$1.3M0.02%
395SONOCO PRODS CO83549510221,640$1.3M0.02%
396BLACK HILLS CORPBKH18,586$1.3M0.02%
397AIR PRODS & CHEMS INCAIIR4,225$1.3M0.02%
398GLOBAL X FDS37954Y34331,382$1.3M0.02%
399EASTMAN CHEM COEMN15,785$1.3M0.02%
400LEIDOS HOLDINGS INCLDOS12,193$1.3M0.02%
401VERISIGN INCVRSN6,200$1.3M0.02%
402ROKU INCROKU31,257$1.3M0.02%
403ISHARES TR46428773915,066$1.3M0.02%
404ISHARES TR46436E71812,638$1.3M0.02%
405NORTHERN TR CORPNTRSO14,296$1.3M0.02%
406VANGUARD SCOTTSDALE FDS92206C87016,029$1.2M0.02%
407SCHWAB CHARLES CORPSCHW-PJ14,919$1.2M0.02%
408FIDELITY COVINGTON TRUST31609279027,899$1.2M0.02%
409ISHARES INC46434G10326,453$1.2M0.02%
410EVERSOURCE ENERGYES14,529$1.2M0.02%
411PROSPERITY BANCSHARES INCPB16,733$1.2M0.02%
412VMWARE INC9285634029,856$1.2M0.02%
413MARATHON PETE CORPMARA10,261$1.2M0.01%
414AMPHENOL CORP NEW03209510115,634$1.2M0.01%
415BERKSHIRE HATHAWAY INC DELBRK-A3,800$1.2M0.01%
416NORFOLK SOUTHN CORP6558441084,709$1.2M0.01%
417COMMUNITY BK SYS INCCBU18,302$1.2M0.01%
418SPDR SER TR78464A7639,125$1.1M0.01%
419ISHARES TR46428747310,813$1.1M0.01%
420VANGUARD INDEX FDS9229087516,172$1.1M0.01%
421BANK AMERICA CORP06050510434,144$1.1M0.01%
422ISHARES TR46428868736,920$1.1M0.01%
423MICROSOFT CORPMSFT4,700$1.1M0.01%
424FEDEX CORPFDX6,478$1.1M0.01%
425SCHWAB STRATEGIC TR80852479714,788$1.1M0.01%
426GENERAL ELECTRIC CO36960430117,042$1.1M0.01%
427ARISTA NETWORKS INCANET9,019$1.1M0.01%
428CASEYS GEN STORES INC1475281034,862$1.1M0.01%
429AMERICAN TOWER CORP NEW03027X1005,139$1.1M0.01%
430CDW CORPCDW6,067$1.1M0.01%
431SITIO ROYALTIES CORP82983N10837,556$1.1M0.01%
432TEXAS INSTRS INC8825081046,500$1.1M0.01%
433ESSENTIAL UTILS INC29670G10222,424$1.1M0.01%
434AMERIPRISE FINL INC03076C1063,436$1.1M0.01%
435J P MORGAN EXCHANGE TRADED F46641Q87824,291$1.1M0.01%
436ISHARES TR46428724210,034$1.1M0.01%
437INTUITINTU2,717$1.1M0.01%
438ISHARES TR4642876307,596$1.1M0.01%
439HORMEL FOODS CORPHRL23,116$1.1M0.01%
440NVIDIA CORPORATIONNVDA7,200$1.1M0.01%
441BROADMARK RLTY CAP INC11135B100295,368$1.1M0.01%
442MEDTRONIC PLCMDT13,475$1.0M0.01%
443ISHARES TR46428748112,525$1.0M0.01%
444TYSON FOODS INCTSN16,810$1.0M0.01%
445AMAZON COM INCAMZN12,400$1.0M0.01%
446SIMON PPTY GROUP INC NEW8288061098,755$1.0M0.01%
447KLA CORPKLAC2,700$1.0M0.01%
448WILEY JOHN & SONS INC96822320625,406$1.0M0.01%
449BROADCOM INCAVGO1,800$1.0M0.01%
450PAYPAL HLDGS INCPYPL14,060$1.0M0.01%
451DANAHER CORPORATION2358511023,700$982,0540.01%
452VANGUARD WORLD FDS92204A5043,922$972,9870.01%
453UMB FINL CORP90278810811,633$971,5990.01%
454VANGUARD INTL EQUITY INDEX F92204287417,515$971,0620.01%
455ALLIANCEBERNSTEIN NATL MUN I01864U10692,256$966,8510.01%
456SMITH A O CORPAOS16,884$966,4410.01%
457HOST HOTELS & RESORTS INCHST60,038$963,6250.01%
458ISHARES TR46432F84215,596$961,3380.01%
459CME GROUP INCCME5,697$958,1340.01%
460VANGUARD WHITEHALL FDS92194688515,559$948,8270.01%
461NETFLIX INCNFLX3,200$943,6160.01%
462HP INCHPQ34,900$937,7880.01%
463VALERO ENERGY CORPVLO7,383$936,6570.01%
464VANGUARD INDEX FDS9229086526,972$926,3720.01%
465AMEREN CORPAEE10,338$919,2550.01%
466ZOETIS INCZTS6,260$917,4280.01%
467ISHARES TR46434V10019,063$912,3760.01%
468CHIPOTLE MEXICAN GRILL INCCMG656$911,3950.01%
469CANOPY GROWTH CORPCGC393,241$908,3870.01%
470WASTE MGMT INC DEL94106L1095,789$908,1810.01%
471SCHWAB STRATEGIC TR80852450813,685$897,8980.01%
472VANECK ETF TRUST92189H6072,931$891,4220.01%
473ALCOA CORPAA19,381$881,2690.01%
474VANGUARD INDEX FDS9229086375,025$875,4080.01%
475GLAUKOS CORPGKOS20,000$873,6000.01%
476ASML HOLDING N VASMLF1,594$871,2820.01%
477WILLIAMS COS INC96945710026,323$866,0420.01%
478ISHARES TR4642881588,304$865,8580.01%
479DOLLAR GEN CORP NEW2566771053,487$858,8010.01%
480CARLISLE COS INC1423391003,641$858,1720.01%
481PAYPAL HLDGS INCPYPL12,020$856,1180.01%
482SPDR SER TR78468R10129,585$854,7170.01%
483STRYKER CORPORATIONSYK3,490$853,3720.01%
484AVALONBAY CMNTYS INCAWX5,278$852,5350.01%
485TESLA INCTSLA6,900$849,9420.01%
486AON PLCAON2,823$847,4570.01%
487SELECT SECTOR SPDR TR81369Y4076,556$846,7730.01%
488MONDELEZ INTL INC60920710512,700$846,4550.01%
489JPMORGAN CHASE & COVYLD6,300$844,8300.01%
490SCIENCE APPLICATIONS INTL CO8086251077,559$838,5200.01%
491CIGNA CORP NEW1255231002,530$838,4840.01%
492NUSHARES ETF TRNU24,246$828,7360.01%
493CROWN CASTLE INCCCI6,070$823,4230.01%
494APPLE HOSPITALITY REIT INCAPLE52,105$822,2180.01%
495PNC FINL SVCS GROUP INC6934751055,183$818,6940.01%
496BRISTOL-MYERS SQUIBB COCELG-RI11,300$813,0350.01%
497AMPLIFY ETF TR03210840922,459$805,3900.01%
498LIBERTY ALL STAR EQUITY FD530158104141,153$804,5720.01%
499ARMSTRONG WORLD INDS INC NEW04247X10211,725$804,2180.01%
500GALLAGHER ARTHUR J & CO3635761094,254$802,1610.01%