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

Lido Advisors, LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002337

Total Value
$10.28B
Positions
1,862
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY4,122,900$1.69B17.16%
2SPDR S&P 500 ETF TRSPY2,941,600$1.20B12.25%
3INVESCO EXCH TRD SLF IDX FDIVZ47,033,775$968.4M9.85%
4SPDR S&P 500 ETF TRSPY1,534,234$628.1M6.39%
5APPLE INCAAPL1,907,561$314.6M3.20%
6INVESCO EXCH TRD SLF IDX FDIVZ12,364,704$250.8M2.55%
7INVESCO EXCH TRD SLF IDX FDIVZ9,457,630$199.4M2.03%
8FIDELITY COVINGTON TRUST3160928081,529,261$174.3M1.77%
9MICROSOFT CORPMSFT456,457$131.6M1.34%
10ISHARES TR4642872261,100,423$109.6M1.11%
11FIDELITY COVINGTON TRUST3160926001,510,482$92.8M0.94%
12ISHARES TR4642873091,430,884$91.4M0.93%
13SPDR S&P 500 ETF TRSPY184,426$75.5M0.77%
14AMAZON COM INCAMZN701,430$72.5M0.74%
15FIDELITY COVINGTON TRUST3160925011,527,315$68.9M0.70%
16VANGUARD INDEX FDS922908363182,274$68.5M0.70%
17FIDELITY COVINGTON TRUST3160922041,017,156$66.6M0.68%
18FIDELITY COVINGTON TRUST3160927091,173,225$62.1M0.63%
19VANGUARD TAX-MANAGED FDS9219438581,357,493$61.3M0.62%
20NVIDIA CORPORATIONNVDA194,205$53.9M0.55%
21APPLE INCAAPL326,100$53.8M0.55%
22FIDELITY COVINGTON TRUST3160928731,264,437$46.3M0.47%
23ALTRIA GROUP INCMO1,018,662$45.5M0.46%
24FIDELITY COVINGTON TRUST316092303906,593$40.9M0.42%
25VANGUARD SCOTTSDALE FDS92206C664558,872$40.3M0.41%
26ALPHABET INCGOOG372,972$38.8M0.39%
27UNITEDHEALTH GROUP INCUNH80,157$37.9M0.39%
28ESSEX PPTY TR INC297178105176,183$36.8M0.37%
29TESLA INCTSLA171,079$35.5M0.36%
30VANGUARD MUN BD FDS922907746667,611$33.8M0.34%
31ABBVIE INCABBV211,748$33.7M0.34%
32FIDELITY COVINGTON TRUST3160924021,481,601$33.2M0.34%
33ISHARES TR46428720080,553$33.1M0.34%
34APPLE INCAAPL199,394$32.9M0.33%
35SELECT SECTOR SPDR TR81369Y209249,709$32.3M0.33%
36MICROSOFT CORPMSFT111,000$32.0M0.33%
37GLOBAL X FDS37954Y6571,610,545$32.0M0.33%
38VANGUARD WORLD FDS92204A70282,639$31.9M0.32%
39ALPHABET INCGOOG298,695$31.0M0.32%
40VANGUARD INTL EQUITY INDEX F922042742314,210$28.9M0.29%
41SELECT SECTOR SPDR TR81369Y506345,674$28.6M0.29%
42ISHARES TR464287705270,673$27.8M0.28%
43SELECT SECTOR SPDR TR81369Y704255,845$25.9M0.26%
44BERKSHIRE HATHAWAY INC DELBRK-A82,719$25.5M0.26%
45SELECT SECTOR SPDR TR81369Y605785,569$25.3M0.26%
46VANGUARD WHITEHALL FDS921946406239,099$25.2M0.26%
47PEPSICO INCPEP138,032$25.2M0.26%
48HOME DEPOT INCHD83,146$24.5M0.25%
49INVESCO QQQ TRIVZ75,318$24.2M0.25%
50ISHARES TR464288257258,184$23.5M0.24%
51JPMORGAN CHASE & COVYLD180,048$23.5M0.24%
52JOHNSON & JOHNSONJNJ150,447$23.3M0.24%
53EXXON MOBIL CORPXOM209,012$22.9M0.23%
54SCHWAB STRATEGIC TR808524409344,980$22.6M0.23%
55ADOBE SYSTEMS INCORPORATEDADBE58,551$22.6M0.23%
56NETFLIX INCNFLX62,987$21.8M0.22%
57VANECK ETF TRUST92189F437758,013$21.2M0.22%
58SCHWAB STRATEGIC TR808524805596,410$20.8M0.21%
59TARGET CORPTGT123,544$20.5M0.21%
60NVIDIA CORPORATIONNVDA73,632$20.5M0.21%
61VANGUARD INDEX FDS922908652145,057$20.3M0.21%
62INVESCO EXCH TRADED FD TR IIIVZ324,267$20.2M0.21%
63FIDELITY COVINGTON TRUST316092881426,681$19.5M0.20%
64ISHARES TR464288240396,661$19.3M0.20%
65ISHARES TR46436E486934,696$19.3M0.20%
66SPDR S&P 500 ETF TRSPY46,485$19.0M0.19%
67ISHARES TR464287150208,741$18.9M0.19%
68BLACKSTONE INCBX147,346$18.8M0.19%
69FIDELITY COVINGTON TRUST316092857751,765$18.7M0.19%
70BERKSHIRE HATHAWAY INC DELBRK-A58,417$18.0M0.18%
71WALMART INCWMT122,238$18.0M0.18%
72NIKE INCNKE146,691$18.0M0.18%
73DEERE & CODE41,432$17.1M0.17%
74FIDELITY COVINGTON TRUST316092865389,944$17.1M0.17%
75MICROSOFT CORPMSFT56,890$16.4M0.17%
76META PLATFORMS INCMETA75,681$16.0M0.16%
77GOLDMAN SACHS GROUP INCGSCE47,568$15.6M0.16%
78MASTERCARD INCORPORATEDMA42,245$15.4M0.16%
79APPLE INCAAPL92,246$15.2M0.15%
80ISHARES TR464288414139,388$15.0M0.15%
81VANGUARD INDEX FDS92290836339,666$14.9M0.15%
82VISA INCV65,997$14.9M0.15%
83ISHARES TR464287465206,889$14.8M0.15%
84CISCO SYS INCCSCO272,896$14.3M0.15%
85VANGUARD INDEX FDS92290876969,777$14.2M0.14%
86MCKESSON CORPMCK39,058$13.9M0.14%
87INVESCO QQQ TRIVZ42,900$13.8M0.14%
88SALESFORCE INCCRM67,907$13.6M0.14%
89VANGUARD INTL EQUITY INDEX F922042775248,469$13.3M0.14%
90TEXAS INSTRS INC88250810470,913$13.2M0.13%
91APPLIED MATLS INC038222105104,342$12.8M0.13%
92ISHARES TR464289883363,095$12.7M0.13%
93QUALCOMM INCQCOM99,335$12.7M0.13%
94HUNT J B TRANS SVCS INC44565810771,985$12.6M0.13%
95TAIWAN SEMICONDUCTOR MFG LTD874039100134,136$12.5M0.13%
96MCDONALDS CORPMCD44,263$12.4M0.13%
97ISHARES TR46429B697168,010$12.2M0.12%
98INVESCO EXCHANGE TRADED FD TIVZ271,611$11.8M0.12%
99LOCKHEED MARTIN CORPLMT24,801$11.7M0.12%
100INVESCO EXCHANGE TRADED FD TIVZ80,098$11.6M0.12%
101VISA INCV50,102$11.3M0.11%
102MICROSOFT CORPMSFT38,853$11.2M0.11%
103HOME DEPOT INCHD37,490$11.1M0.11%
104AMAZON COM INCAMZN106,610$11.0M0.11%
105ABBOTT LABSABLZF107,291$10.9M0.11%
106PALO ALTO NETWORKS INCPANW54,370$10.9M0.11%
107TYSON FOODS INCTSN181,731$10.8M0.11%
108NUSHARES ETF TRNU313,625$10.7M0.11%
109ALPHABET INCGOOG102,617$10.6M0.11%
110ISHARES TR464287804107,904$10.4M0.11%
111COSTCO WHSL CORP NEW22160K10520,348$10.1M0.10%
112LAM RESEARCH CORPLRCX19,018$10.1M0.10%
113SELECT SECTOR SPDR TR81369Y80366,652$10.1M0.10%
114DANAHER CORPORATION23585110239,700$10.0M0.10%
115ADVANCED MICRO DEVICES INCAMD101,919$10.0M0.10%
116PROCTER AND GAMBLE CO74271810965,335$9.7M0.10%
117ACCENTURE PLC IRELANDACN33,910$9.7M0.10%
118VANECK ETF TRUST92189F106296,252$9.6M0.10%
119STARBUCKS CORPSBUX91,886$9.6M0.10%
120BOEING COBA-PA44,930$9.5M0.10%
121BRISTOL-MYERS SQUIBB COCELG-RI135,187$9.4M0.10%
122NEXTERA ENERGY INCNEE-PW121,045$9.3M0.09%
123GOLDMAN SACHS ETF TRNVGLF114,730$9.3M0.09%
124CONSTELLATION BRANDS INCSTZ41,001$9.3M0.09%
125SPDR SER TR78464A76374,552$9.2M0.09%
126UNITEDHEALTH GROUP INCUNH19,502$9.2M0.09%
127SELECT SECTOR SPDR TR81369Y308122,762$9.2M0.09%
128CHEVRON CORP NEWCVX55,818$9.1M0.09%
129TESLA INCTSLA43,100$8.9M0.09%
130INVESCO EXCH TRD SLF IDX FDIVZ460,725$8.8M0.09%
131SPDR S&P MIDCAP 400 ETF TRMDY19,007$8.7M0.09%
132RBB FD INC74933W452172,733$8.7M0.09%
133LUMINAR TECHNOLOGIES INCLAZRQ1,332,620$8.6M0.09%
134ISHARES TR46434VBG4350,000$8.6M0.09%
135ISHARES TR46428761435,110$8.6M0.09%
136SERVICENOW INCNOW18,421$8.6M0.09%
137ISHARES TR46432F39661,242$8.5M0.09%
138ALTRIA GROUP INCMO186,200$8.3M0.08%
139FIDELITY COVINGTON TRUST316092824174,682$8.3M0.08%
140ISHARES TR46429B655163,511$8.2M0.08%
141NUSHARES ETF TRNU147,597$8.2M0.08%
142ISHARES TR46428745799,626$8.2M0.08%
143VANGUARD BD INDEX FDS921937835110,490$8.2M0.08%
144VANGUARD BD INDEX FDS921937835110,067$8.1M0.08%
145ISHARES TR464288521159,518$8.0M0.08%
146ISHARES TR46428768933,850$8.0M0.08%
147SCRIPPS E W CO OHIO811054402842,478$7.9M0.08%
148STRYKER CORPORATIONSYK27,737$7.9M0.08%
149WELLS FARGO CO NEW949746101209,347$7.8M0.08%
150LILLY ELI & COLLY22,568$7.8M0.08%
151TJX COS INC NEW87254010998,299$7.7M0.08%
152INTUITIVE SURGICAL INCISRG29,736$7.6M0.08%
153EATON CORP PLCETN44,157$7.6M0.08%
154PFIZER INCPFE180,198$7.4M0.07%
155VANGUARD INDEX FDS92290862933,765$7.1M0.07%
156VANGUARD INDEX FDS92290855384,935$7.1M0.07%
157NEXTERA ENERGY INCNEE-PW90,440$7.0M0.07%
158THERMO FISHER SCIENTIFIC INCTMO11,937$6.9M0.07%
159BANK AMERICA CORP060505104239,053$6.8M0.07%
160JPMORGAN CHASE & COVYLD51,924$6.8M0.07%
161SELECT SECTOR SPDR TR81369Y80344,182$6.7M0.07%
162ISHARES TR46428787971,283$6.7M0.07%
163BLACKROCK INCBLK9,968$6.7M0.07%
164INTEL CORPINTC202,562$6.6M0.07%
165MERCK & CO INCMRK61,728$6.6M0.07%
166VANGUARD INDEX FDS92290875134,545$6.5M0.07%
167KIMBERLY-CLARK CORPKMB48,335$6.5M0.07%
168ISHARES TR46428788758,709$6.5M0.07%
169ORACLE CORPORCL-PD68,721$6.4M0.06%
170ROPER TECHNOLOGIES INCROP14,463$6.4M0.06%
171INVESCO EXCH TRADED FD TR IIIVZ550,334$6.3M0.06%
172INVESCO EXCH TRD SLF IDX FDIVZ324,961$6.3M0.06%
173SCHWAB STRATEGIC TR808524102129,808$6.2M0.06%
174ISHARES TR46428759840,678$6.2M0.06%
175ILLINOIS TOOL WKS INC45230810925,366$6.2M0.06%
176DISNEY WALT CO25468710661,645$6.2M0.06%
177AMGEN INCAMGN25,501$6.2M0.06%
178ISHARES TR46428744062,152$6.2M0.06%
179ISHARES TR46432F33949,553$6.1M0.06%
180NIKE INCNKE49,850$6.1M0.06%
181PHILIP MORRIS INTL INC71817210962,718$6.1M0.06%
182UNION PAC CORPUNP30,291$6.1M0.06%
183UNITEDHEALTH GROUP INCUNH12,800$6.0M0.06%
184DANAHER CORPORATION23585110223,296$5.9M0.06%
185VANGUARD WORLD FDS92204A80133,002$5.9M0.06%
186CATERPILLAR INCCAT25,351$5.8M0.06%
187MOSAIC CO NEWMOS126,244$5.8M0.06%
188PFIZER INCPFE141,923$5.8M0.06%
189VANGUARD INDEX FDS92290874441,745$5.8M0.06%
190ISHARES TR46432F38862,095$5.7M0.06%
191AMERICAN TOWER CORP NEW03027X10028,019$5.7M0.06%
192VANECK ETF TRUST92189F67620,721$5.5M0.06%
193ABBOTT LABSABLZF53,400$5.4M0.05%
194DISNEY WALT CO25468710652,718$5.3M0.05%
195ISHARES TR46428746573,600$5.3M0.05%
196ISHARES TR46428765529,427$5.2M0.05%
197VANGUARD WHITEHALL FDS92194640649,739$5.2M0.05%
198LINDE PLCLIN14,513$5.2M0.05%
199CANADIAN NATL RY CO13637510259,158$5.2M0.05%
200ISHARES TR46428751516,914$5.2M0.05%
201ISHARES TR46436E866218,481$5.1M0.05%
202MICRON TECHNOLOGY INCMU84,770$5.1M0.05%
203JOHNSON & JOHNSONJNJ33,000$5.1M0.05%
204J P MORGAN EXCHANGE TRADED F46641Q837101,533$5.1M0.05%
205WAYFAIR INCW148,295$5.1M0.05%
206MICRON TECHNOLOGY INCMU84,031$5.1M0.05%
207APPLE INCAAPL30,500$5.0M0.05%
208PROSHARES TR74347R10799,879$5.0M0.05%
209CHEVRON CORP NEWCVX30,684$5.0M0.05%
210ISHARES TR46436E858216,404$5.0M0.05%
211JOHNSON & JOHNSONJNJ32,204$5.0M0.05%
212EXXON MOBIL CORPXOM45,445$5.0M0.05%
213INVESCO EXCHANGE TRADED FD TIVZ31,704$5.0M0.05%
214INTUITINTU11,142$5.0M0.05%
215ISHARES TR46428762221,807$4.9M0.05%
216SELECT SECTOR SPDR TR81369Y10060,727$4.9M0.05%
217ISHARES TR46432F37041,529$4.9M0.05%
218INTERCONTINENTAL EXCHANGE IN45866F10446,458$4.8M0.05%
219ISHARES TR46436E874201,732$4.8M0.05%
220GLOBAL X FDS37954Y780144,794$4.8M0.05%
221ISHARES TR46428765526,900$4.8M0.05%
222SCHLUMBERGER LTDSLB97,553$4.8M0.05%
223ISHARES TR46428780449,506$4.8M0.05%
224SPDR SER TR78464A284190,597$4.8M0.05%
225SCHWAB STRATEGIC TR80852450869,403$4.7M0.05%
226SOUTHERN COSOMN67,609$4.7M0.05%
227ISHARES TR46435U135128,340$4.7M0.05%
228SELECT SECTOR SPDR TR81369Y20935,762$4.6M0.05%
229ANNALY CAPITAL MANAGEMENT INNLY-PJ241,414$4.6M0.05%
230LILLY ELI & COLLY13,412$4.6M0.05%
231UNITED PARCEL SERVICE INCUPS23,085$4.5M0.05%
232SELECT SECTOR SPDR TR81369Y50653,958$4.5M0.05%
233NATIONAL FUEL GAS CONFG76,166$4.4M0.04%
234NORTHROP GRUMMAN CORPNOC9,480$4.4M0.04%
235CHENIERE ENERGY INCLNG27,645$4.4M0.04%
236STRYKER CORPORATIONSYK15,138$4.3M0.04%
237LOCKHEED MARTIN CORPLMT9,141$4.3M0.04%
238SHERWIN WILLIAMS COSHW19,209$4.3M0.04%
239SPDR GOLD TRGLD23,538$4.3M0.04%
240T-MOBILE US INCTMUSZ29,774$4.3M0.04%
241GILEAD SCIENCES INCGILD51,832$4.3M0.04%
242THERMO FISHER SCIENTIFIC INCTMO7,452$4.3M0.04%
243SPDR SER TR78464A292125,235$4.3M0.04%
244VANGUARD SPECIALIZED FUNDS92190884427,546$4.2M0.04%
245CONSOLIDATED EDISON INCED43,881$4.2M0.04%
246VANGUARD SCOTTSDALE FDS92206C40955,050$4.2M0.04%
247MARATHON PETE CORPMARA30,831$4.2M0.04%
248BLACKROCK INCBLK6,204$4.2M0.04%
249CATERPILLAR INCCAT18,122$4.1M0.04%
250ISHARES TR46428772144,519$4.1M0.04%
251ISHARES TR46428755631,640$4.1M0.04%
252COCA COLA COKO65,871$4.1M0.04%
253PIMCO ETF TR72201R83340,889$4.1M0.04%
254ISHARES TR46432F84260,357$4.0M0.04%
255MORGAN STANLEYMS-PQ45,534$4.0M0.04%
256ISHARES TR46434V87879,543$4.0M0.04%
257GLOBAL X FDS37954Y434323,969$4.0M0.04%
258HUMANA INCHUM8,139$4.0M0.04%
259VERTEX PHARMACEUTICALS INCVRTX12,537$3.9M0.04%
260AT&T INCT-PC204,178$3.9M0.04%
261SCHWAB STRATEGIC TR80852460793,311$3.9M0.04%
262INTERNATIONAL BUSINESS MACHSINTR29,801$3.9M0.04%
263ABBVIE INCABBV24,355$3.9M0.04%
264VANGUARD INDEX FDS92290873615,531$3.9M0.04%
265AMAZON COM INCAMZN37,400$3.9M0.04%
266AMERICAN TOWER CORP NEW03027X10018,789$3.8M0.04%
267COSTCO WHSL CORP NEW22160K1057,655$3.8M0.04%
268JOHNSON & JOHNSONJNJ24,404$3.8M0.04%
269PAYPAL HLDGS INCPYPL49,164$3.7M0.04%
270SCHWAB STRATEGIC TR80852420175,623$3.7M0.04%
271VERTEX PHARMACEUTICALS INCVRTX11,540$3.6M0.04%
272VANGUARD SCOTTSDALE FDS92206C10261,914$3.6M0.04%
273GENERAL DYNAMICS CORPGD15,878$3.6M0.04%
274VERIZON COMMUNICATIONS INCVZ93,156$3.6M0.04%
275COCA COLA COKO58,349$3.6M0.04%
276SPDR SER TR78468R78894,635$3.6M0.04%
277INTUITIVE SURGICAL INCISRG14,075$3.6M0.04%
278INVESCO ACTIVELY MANAGED ETFIVZ74,589$3.5M0.04%
279CVS HEALTH CORPCVS47,322$3.5M0.04%
280FIRST TR EXCHANGE-TRADED FD33738R11864,957$3.5M0.04%
281COLGATE PALMOLIVE COCL46,694$3.5M0.04%
282OCCIDENTAL PETE CORP67459910555,848$3.5M0.04%
283MARSH & MCLENNAN COS INC57174810220,821$3.5M0.04%
284WISDOMTREE TRWT56,048$3.5M0.04%
285VANGUARD BD INDEX FDS92193781944,868$3.4M0.04%
286ISHARES TR46428750713,752$3.4M0.03%
287SPDR S&P MIDCAP 400 ETF TRMDY7,430$3.4M0.03%
288CHUBB LIMITEDCB17,515$3.4M0.03%
289MERCK & CO INCMRK31,955$3.4M0.03%
290SPDR SER TR78464A63129,066$3.4M0.03%
291ADOBE SYSTEMS INCORPORATEDADBE8,740$3.4M0.03%
292ACCENTURE PLC IRELANDACN11,778$3.4M0.03%
293ALPHABET INCGOOG32,130$3.3M0.03%
294INTUITINTU7,495$3.3M0.03%
295PROCTER AND GAMBLE CO74271810922,396$3.3M0.03%
296PFIZER INCPFE81,031$3.3M0.03%
297GRAINGER W W INC3848021044,776$3.3M0.03%
298UNITED RENTALS INCURI8,243$3.3M0.03%
299ISHARES TR46428851343,048$3.3M0.03%
300VERIZON COMMUNICATIONS INCVZ82,713$3.2M0.03%
301ISHARES TR46435UAA9134,692$3.2M0.03%
302ALLSTATE CORPALL-PJ28,757$3.2M0.03%
303AIR PRODS & CHEMS INCAIIR11,030$3.2M0.03%
304DEERE & CODE7,591$3.1M0.03%
305INVESCO EXCHANGE TRADED FD TIVZ11,317$3.1M0.03%
306VANGUARD TAX-MANAGED FDS92194385868,550$3.1M0.03%
307CME GROUP INCCME16,085$3.1M0.03%
308ROYAL GOLD INCRGLD23,411$3.0M0.03%
309SELECT SECTOR SPDR TR81369Y50636,500$3.0M0.03%
310TARGET CORP COMTGT18,150$3.0M0.03%
311MERCK & CO INCMRK28,123$3.0M0.03%
312SMUCKER J M CO83269640518,951$3.0M0.03%
313STARBUCKS CORPSBUX28,594$3.0M0.03%
314AFLAC INCAFL45,866$3.0M0.03%
315VANGUARD WORLD FDS92204A20715,156$2.9M0.03%
316ARCHER DANIELS MIDLAND COADM36,547$2.9M0.03%
317MONDELEZ INTL INC60920710541,602$2.9M0.03%
318DOLLAR GEN CORP NEW25667710513,737$2.9M0.03%
319AMERICAN EXPRESS COAXP17,517$2.9M0.03%
320GRAPHIC PACKAGING HLDG COGPK113,313$2.9M0.03%
321CHURCH & DWIGHT CO INCCHD32,565$2.9M0.03%
322CISCO SYS INCCSCO54,328$2.8M0.03%
323ISHARES TR46428746539,577$2.8M0.03%
324INTEL CORPINTC86,593$2.8M0.03%
325LINCOLN ELEC HLDGS INC53390010616,678$2.8M0.03%
326THE TRADE DESK INC88339J10546,088$2.8M0.03%
327FREEPORT-MCMORAN INCFCX68,467$2.8M0.03%
328US BANCORP DELUSB-PS77,540$2.8M0.03%
329HALLIBURTON COHAL88,089$2.8M0.03%
330AIRBNB INCABNB22,335$2.8M0.03%
331NVIDIA CORPORATIONNVDA10,000$2.8M0.03%
332T-MOBILE US INCTMUSZ19,155$2.8M0.03%
333KLA CORPKLAC6,857$2.7M0.03%
334WALMART INCWMT18,476$2.7M0.03%
335FIDELITY COVINGTON TRUST31609283266,621$2.7M0.03%
336ISHARES TR46434V10055,583$2.7M0.03%
337CHUBB LIMITEDCB13,810$2.7M0.03%
338ISHARES TR46428759817,608$2.7M0.03%
339DUKE ENERGY CORP NEWDUKB27,760$2.7M0.03%
340ISHARES TR46428851335,190$2.7M0.03%
341ISHARES GOLD TRIAU71,141$2.7M0.03%
342INTERCONTINENTAL EXCHANGE IN45866F10425,482$2.7M0.03%
343SCHWAB STRATEGIC TR80852420154,908$2.7M0.03%
344DONALDSON INCDCI40,361$2.6M0.03%
345VANGUARD SCOTTSDALE FDS92206C84740,115$2.6M0.03%
346CBOE GLOBAL MKTS INC12503M10819,540$2.6M0.03%
347CORNING INCGLW74,270$2.6M0.03%
348VANECK ETF TRUST92189F429147,905$2.6M0.03%
349CHARTER COMMUNICATIONS INC N16119P1087,206$2.6M0.03%
350CONSTELLATION BRANDS INCSTZ11,392$2.6M0.03%
351WARNER BROS DISCOVERY INCWBD170,374$2.6M0.03%
352NUSHARES ETF TRNU67,062$2.6M0.03%
353INVESCO EXCH TRD SLF IDX FDIVZ131,572$2.5M0.03%
354GENERAL DYNAMICS CORPGD11,108$2.5M0.03%
355ALLIANCEBERNSTEIN HLDG L P01881G10668,821$2.5M0.03%
356SPDR SER TR78464A78963,897$2.5M0.03%
357SCHWAB STRATEGIC TR80852480571,655$2.5M0.03%
358ISHARES TR464288224124,152$2.5M0.02%
359FISERV INCFISV21,722$2.5M0.02%
360RAYTHEON TECHNOLOGIES CORPRTX24,953$2.4M0.02%
361INVESCO EXCH TRADED FD TR IIIVZ138,414$2.4M0.02%
362CBOE GLOBAL MKTS INC12503M10818,000$2.4M0.02%
363SPDR SER TR78468R62225,971$2.4M0.02%
364CONOCOPHILLIPSCOP24,291$2.4M0.02%
365ISHARES TR46428857030,686$2.4M0.02%
366GENERAL MLS INC37033410427,996$2.4M0.02%
367AMGEN INCAMGN9,890$2.4M0.02%
368SPDR INDEX SHS FDS78463X20253,200$2.4M0.02%
369INVESCO QQQ TRIVZ7,440$2.4M0.02%
370ISHARES TR46428837249,777$2.4M0.02%
371SCHWAB CHARLES CORPSCHW-PJ45,269$2.4M0.02%
372VANGUARD MALVERN FDS92202080549,560$2.4M0.02%
373SPDR SER TR78464A76319,154$2.4M0.02%
374CARDINAL HEALTH INCCAH31,235$2.4M0.02%
375EQUINIX INCEQIX3,270$2.4M0.02%
376BRISTOL-MYERS SQUIBB COCELG-RI33,978$2.4M0.02%
377MODERNA INCMRNA15,279$2.3M0.02%
378ALPHABET INCGOOG22,600$2.3M0.02%
379TARGET CORPTGT14,122$2.3M0.02%
380AMERICAN CENTY ETF TR02507253965,580$2.3M0.02%
381C H ROBINSON WORLDWIDE INCCHRW23,140$2.3M0.02%
382COMMERCE BANCSHARES INCCBSH39,297$2.3M0.02%
383SPDR SER TR78468R66324,953$2.3M0.02%
384ISHARES TR46428723457,812$2.3M0.02%
385EVERSOURCE ENERGYES28,926$2.3M0.02%
386NUSHARES ETF TRNU78,630$2.3M0.02%
387STARBUCKS CORPSBUX21,600$2.2M0.02%
388ISHARES TR46428772124,231$2.2M0.02%
389BERKLEY W R CORPWRB-PH36,120$2.2M0.02%
390SYSCO CORPSYY28,836$2.2M0.02%
391SNOWFLAKE INCSNOW14,418$2.2M0.02%
392HILTON WORLDWIDE HLDGS INCHLT15,708$2.2M0.02%
393VANGUARD SPECIALIZED FUNDS92190884414,263$2.2M0.02%
394NATIONAL RETAIL PROPERTIES INNN49,634$2.2M0.02%
395AMER STATES WTR CO02989910124,519$2.2M0.02%
396DELTA AIR LINES INC DELDAL62,338$2.2M0.02%
3973M COMMM20,500$2.2M0.02%
398GENUINE PARTS COGPC12,818$2.1M0.02%
399ISHARES TR46428722621,495$2.1M0.02%
400ALPHABET INCGOOG20,500$2.1M0.02%
401MICROCHIP TECHNOLOGY INC.MCHPP25,404$2.1M0.02%
402CUMMINS INCCMI8,868$2.1M0.02%
403INVESCO EXCH TRD SLF IDX FDIVZ100,439$2.1M0.02%
404COMCAST CORP NEWCCZ55,375$2.1M0.02%
405SCHWAB STRATEGIC TR80852410243,452$2.1M0.02%
406VANGUARD INTL EQUITY INDEX F92204285851,419$2.1M0.02%
407ABBVIE INCABBV13,000$2.1M0.02%
408RBB FD INC74933W46041,102$2.1M0.02%
409ISHARES TR46428716817,499$2.1M0.02%
410ROKU INCROKU31,130$2.0M0.02%
411PROCTER AND GAMBLE CO74271810913,766$2.0M0.02%
412VANGUARD INDEX FDS92290861112,785$2.0M0.02%
413ISHARES TR46429B65540,256$2.0M0.02%
414EOG RES INCEOG17,663$2.0M0.02%
415D R HORTON INC23331A10920,712$2.0M0.02%
416BALL CORPBALL36,599$2.0M0.02%
417ISHARES TR46428841418,665$2.0M0.02%
418SCHLUMBERGER LTDSLB40,850$2.0M0.02%
419FIRST TR VALUE LINE DIVID IN33734H10649,886$2.0M0.02%
420GLOBAL X FDS37954Y47549,260$2.0M0.02%
421FIFTH THIRD BANCORPFITBM74,424$2.0M0.02%
422VANGUARD WORLD FDS92204A87613,413$2.0M0.02%
423EXXON MOBIL CORPXOM17,996$2.0M0.02%
424TERADYNE INCTER18,350$2.0M0.02%
425ISHARES TR46428763014,385$2.0M0.02%
426PPL CORPPPLC70,621$2.0M0.02%
427MARRIOTT INTL INC NEW57190320211,785$2.0M0.02%
428SUBURBAN PROPANE PARTNERS LSPH127,269$1.9M0.02%
429BUNGE LIMITEDBG20,200$1.9M0.02%
430PEPSICO INCPEP10,573$1.9M0.02%
431AUTOMATIC DATA PROCESSING INADP8,593$1.9M0.02%
432GRAPHIC PACKAGING HLDG COGPK75,000$1.9M0.02%
433LAM RESEARCH CORPLRCX3,600$1.9M0.02%
434VANGUARD INDEX FDS92290855322,766$1.9M0.02%
435INTERNATIONAL BUSINESS MACHSINTR14,249$1.9M0.02%
436BERKSHIRE HATHAWAY INC DELBRK-A4$1.9M0.02%
437ZIMMER BIOMET HOLDINGS INCZBH14,400$1.9M0.02%
438PAYPAL HLDGS INCPYPL24,453$1.9M0.02%
439VANGUARD INDEX FDS9229086298,793$1.9M0.02%
440SCHWAB STRATEGIC TR80852483939,361$1.8M0.02%
441GOLUB CAP BDC INC38173M102134,553$1.8M0.02%
442VANGUARD SCOTTSDALE FDS92206C64915,106$1.8M0.02%
443PROLOGIS INC.PLDGP14,535$1.8M0.02%
444ISHARES TR4642877626,558$1.8M0.02%
445APTARGROUP INCATR15,082$1.8M0.02%
446UNITI GROUP INCUNIT500,000$1.8M0.02%
447MEDICAL PPTYS TRUST INC58463J304215,151$1.8M0.02%
448EXXON MOBIL CORPXOM16,000$1.8M0.02%
449BANK OZK LITTLE ROCK ARKOZKAP51,189$1.8M0.02%
450CASEYS GEN STORES INC1475281038,078$1.7M0.02%
451CAPITAL ONE FINL CORP14040H10518,145$1.7M0.02%
452ESSENTIAL UTILS INC29670G10239,914$1.7M0.02%
453ISHARES TR46436E71817,301$1.7M0.02%
454BECTON DICKINSON & COBDX7,019$1.7M0.02%
455SPDR SER TR78464A66456,256$1.7M0.02%
456SONOCO PRODS CO83549510228,460$1.7M0.02%
457CULLEN FROST BANKERS INCCFR-PB16,395$1.7M0.02%
458T-MOBILE US INCTMUSZ11,900$1.7M0.02%
459ISHARES TR46428766323,342$1.7M0.02%
460CHEVRON CORP NEWCVX10,553$1.7M0.02%
461SPDR SER TR78464A40931,035$1.7M0.02%
462LYONDELLBASELL INDUSTRIES NLYB18,247$1.7M0.02%
463SCHWAB STRATEGIC TR80852479723,366$1.7M0.02%
464AT&T INCT-PC88,503$1.7M0.02%
465DISNEY WALT CO25468710617,000$1.7M0.02%
466CARLISLE COS INC1423391007,414$1.7M0.02%
467MICROSOFT CORPMSFT5,800$1.7M0.02%
468TJX COS INC NEW87254010921,266$1.7M0.02%
469SELECT SECTOR SPDR TR81369Y88624,560$1.7M0.02%
470AMAZON COM INCAMZN16,080$1.7M0.02%
471PHILIP MORRIS INTL INC71817210916,858$1.6M0.02%
472UNITED BANKSHARES INC WEST VUNTCW46,155$1.6M0.02%
473RPM INTL INC74968510318,610$1.6M0.02%
474HILTON WORLDWIDE HLDGS INCHLT11,500$1.6M0.02%
475FEDEX CORPFDX6,988$1.6M0.02%
476ECOLAB INCECL9,641$1.6M0.02%
477GILEAD SCIENCES INCGILD19,150$1.6M0.02%
478HORMEL FOODS CORPHRL39,822$1.6M0.02%
479NEW JERSEY RES CORPNJR29,307$1.6M0.02%
480CORNING INCGLW44,148$1.6M0.02%
481META PLATFORMS INCMETA7,329$1.6M0.02%
482INVESCO QQQ TRIVZ4,800$1.5M0.02%
483COSTCO WHSL CORP NEW22160K1053,100$1.5M0.02%
484SELECT SECTOR SPDR TR81369Y60547,900$1.5M0.02%
485FIDELITY COVINGTON TRUST31609284040,413$1.5M0.02%
486ARISTA NETWORKS INCANET9,166$1.5M0.02%
487BROWN FORMAN CORPBF-B23,880$1.5M0.02%
488SYNAPTICS INCSYNA13,575$1.5M0.02%
489FIDELITY COMWLTH TR31591280831,417$1.5M0.02%
490EATON CORP PLCETN8,715$1.5M0.02%
491SCHWAB STRATEGIC TR80852485429,577$1.5M0.02%
492ORACLE CORPORCL-PD16,000$1.5M0.02%
493SCHWAB CHARLES CORPSCHW-PJ28,300$1.5M0.02%
494NORDSON CORPNDSN6,633$1.5M0.01%
495RBB FD INC74933W45229,062$1.5M0.01%
496GENERAL MTRS CO37045V10039,586$1.5M0.01%
497ISHARES TR46428876012,548$1.4M0.01%
498OVINTIV INCOVV39,960$1.4M0.01%
499VANGUARD INDEX FDS92290874410,386$1.4M0.01%
500TESLA INCTSLA6,900$1.4M0.01%