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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 Q3 2023 · Filed August 9, 2023 · Accession 0001172661-23-002828

Total Value
$14.01B
Positions
2,000
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY5,701,500$2.53B18.79%
2SPDR S&P 500 ETF TRSPY5,250,300$2.33B17.30%
3INVESCO EXCH TRD SLF IDX FDIVZ58,815,664$1.21B8.99%
4SPDR S&P 500 ETF TRSPY1,689,646$749.0M5.57%
5INVESCO EXCH TRD SLF IDX FDIVZ24,357,940$490.3M3.64%
6APPLE INCAAPL1,967,732$381.7M2.84%
7FIDELITY COVINGTON TRUST3160928081,505,329$196.7M1.46%
8INVESCO EXCH TRD SLF IDX FDIVZ8,831,680$187.0M1.39%
9MICROSOFT CORPMSFT507,552$172.8M1.28%
10ISHARES TR4642873091,837,092$129.5M0.96%
11ISHARES TR464287408791,209$127.5M0.95%
12ISHARES TR4642872261,057,957$103.6M0.77%
13AMAZON COM INCAMZN776,067$101.2M0.75%
14FIDELITY COVINGTON TRUST3160926001,590,784$100.4M0.75%
15FIDELITY COVINGTON TRUST3160925011,870,000$88.0M0.65%
16NVIDIA CORPORATIONNVDA200,332$84.7M0.63%
17APPLE INCAAPL436,000$84.6M0.63%
18SPDR S&P 500 ETF TRSPY188,271$83.5M0.62%
19FIDELITY COVINGTON TRUST3160922041,042,273$76.4M0.57%
20VANGUARD INDEX FDS922908363181,859$74.1M0.55%
21VANGUARD TAX-MANAGED FDS9219438581,562,209$72.1M0.54%
22FIDELITY COVINGTON TRUST3160927091,256,457$71.5M0.53%
23FIDELITY COVINGTON TRUST3160928731,395,370$56.2M0.42%
24TESLA INCTSLA191,573$50.1M0.37%
25VANGUARD INDEX FDS922908769224,734$49.5M0.37%
26ALPHABET INCGOOG399,506$48.3M0.36%
27ALTRIA GROUP INCMO1,043,790$47.3M0.35%
28FIDELITY COVINGTON TRUST316092303969,765$44.0M0.33%
29MICROSOFT CORPMSFT128,800$43.9M0.33%
30ESSEX PPTY TR INC297178105173,474$40.6M0.30%
31UNITEDHEALTH GROUP INCUNH84,563$40.6M0.30%
32ABBVIE INCABBV286,472$38.6M0.29%
33ALPHABET INCGOOG321,307$38.5M0.29%
34ISHARES TR46428720086,184$38.4M0.29%
35SELECT SECTOR SPDR TR81369Y803218,657$38.0M0.28%
36INVESCO EXCH TRD SLF IDX FDIVZ1,992,367$37.7M0.28%
37VANGUARD SCOTTSDALE FDS92206C664481,682$36.4M0.27%
38BROADCOM INCAVGO40,621$35.2M0.26%
39SELECT SECTOR SPDR TR81369Y209264,722$35.1M0.26%
40FIDELITY COVINGTON TRUST3160924021,542,533$34.2M0.25%
41VANGUARD MUN BD FDS922907746666,449$33.5M0.25%
42APPLE INCAAPL169,637$32.9M0.24%
43EXXON MOBIL CORPXOM306,150$32.8M0.24%
44ISHARES TR464287614115,437$31.8M0.24%
45ISHARES TR464287606422,425$31.7M0.24%
46ISHARES TR464287705282,320$30.2M0.22%
47VANGUARD INTL EQUITY INDEX F922042742305,956$29.7M0.22%
48GLOBAL X FDS37954Y6571,527,648$29.6M0.22%
49ISHARES TR46428720066,313$29.6M0.22%
50NVIDIA CORPORATIONNVDA68,200$28.8M0.21%
51BERKSHIRE HATHAWAY INC DELBRK-A83,475$28.5M0.21%
52INVESCO QQQ TRIVZ74,587$27.6M0.20%
53SELECT SECTOR SPDR TR81369Y704244,477$26.2M0.20%
54JPMORGAN CHASE & COVYLD177,311$25.8M0.19%
55VANGUARD INDEX FDS922908652171,872$25.6M0.19%
56META PLATFORMS INCMETA88,177$25.3M0.19%
57PROCTER AND GAMBLE CO742718109165,330$25.1M0.19%
58JOHNSON & JOHNSONJNJ150,251$24.9M0.18%
59ADOBE SYSTEMS INCORPORATEDADBE50,716$24.8M0.18%
60PEPSICO INCPEP132,518$24.5M0.18%
61VANGUARD WHITEHALL FDS921946406229,396$24.3M0.18%
62HOME DEPOT INCHD78,038$24.2M0.18%
63INVESCO EXCH TRADED FD TR IIIVZ380,802$23.9M0.18%
64UNION PAC CORPUNP115,358$23.6M0.18%
65ANALOG DEVICES INCADI119,443$23.3M0.17%
66ISHARES TR464287150237,379$23.2M0.17%
67ISHARES TR464288257235,954$22.6M0.17%
68SELECT SECTOR SPDR TR81369Y852333,398$21.7M0.16%
69VANECK ETF TRUST92189F437749,615$20.8M0.15%
70FIDELITY COVINGTON TRUST316092857822,894$20.6M0.15%
71SCHWAB STRATEGIC TR808524805574,071$20.5M0.15%
72FIDELITY COVINGTON TRUST316092881437,727$20.4M0.15%
73SPDR S&P 500 ETF TRSPY46,055$20.4M0.15%
74ISHARES TR46434VBG4819,383$20.2M0.15%
75BERKSHIRE HATHAWAY INC DELBRK-A58,031$19.8M0.15%
76NETFLIX INCNFLX44,512$19.6M0.15%
77ISHARES TR464288240393,456$19.4M0.14%
78ISHARES TR46436E486948,498$19.2M0.14%
79GOLDMAN SACHS GROUP INCGSCE57,436$18.5M0.14%
80MICROSOFT CORPMSFT54,365$18.5M0.14%
81TESLA INCTSLA70,100$18.4M0.14%
82ISHARES TR464287465251,442$18.2M0.14%
83VANGUARD WORLD FDS92204A70240,986$18.1M0.13%
84SCHWAB CHARLES CORPSCHW-PJ318,081$18.0M0.13%
85BLACKSTONE INCBX192,963$17.9M0.13%
86SCHWAB STRATEGIC TR808524409266,281$17.9M0.13%
87NIKE INCNKE161,520$17.8M0.13%
88VANGUARD INDEX FDS92290836343,541$17.7M0.13%
89MASTERCARD INCORPORATEDMA45,066$17.7M0.13%
90INVESCO QQQ TRIVZ47,800$17.7M0.13%
91FIDELITY COVINGTON TRUST316092865415,588$17.6M0.13%
92VISA INCV72,892$17.3M0.13%
93APPLE INCAAPL88,646$17.2M0.13%
94DEERE & CODE42,284$17.1M0.13%
95PALO ALTO NETWORKS INCPANW65,808$16.8M0.12%
96LOCKHEED MARTIN CORPLMT35,701$16.4M0.12%
97AMERICAN TOWER CORP NEW03027X10081,193$15.7M0.12%
98VANGUARD INDEX FDS92290876970,826$15.6M0.12%
99MCKESSON CORPMCK36,210$15.5M0.12%
100APPLIED MATLS INC038222105106,894$15.5M0.11%
101HUNT J B TRANS SVCS INC44565810783,471$15.1M0.11%
102TARGET CORPTGT111,738$14.7M0.11%
103CISCO SYS INCCSCO278,302$14.4M0.11%
104TAIWAN SEMICONDUCTOR MFG LTD874039100139,752$14.1M0.10%
105TEXAS INSTRS INC88250810478,107$14.1M0.10%
106ADVANCED MICRO DEVICES INCAMD122,401$13.9M0.10%
107VANGUARD INTL EQUITY INDEX F922042775255,780$13.9M0.10%
108SALESFORCE INCCRM65,720$13.9M0.10%
109ABBOTT LABSABLZF124,397$13.6M0.10%
110INVESCO EXCHANGE TRADED FD TIVZ268,185$13.5M0.10%
111GOLDMAN SACHS ETF TRNVGLF152,413$13.3M0.10%
112ISHARES TR46429B697177,981$13.2M0.10%
113LAM RESEARCH CORPLRCX20,432$13.1M0.10%
114SELECT SECTOR SPDR TR81369Y80374,705$13.0M0.10%
115QUALCOMM INCQCOM109,026$13.0M0.10%
116ISHARES TR464288414119,703$12.8M0.09%
117ISHARES TR464289883360,808$12.7M0.09%
118COSTCO WHSL CORP NEW22160K10523,157$12.5M0.09%
119AMAZON COM INCAMZN93,925$12.2M0.09%
120ISHARES TR464287879128,010$12.2M0.09%
121ISHARES TR464287887105,889$12.2M0.09%
122MCDONALDS CORPMCD40,287$12.0M0.09%
123CATERPILLAR INCCAT48,798$12.0M0.09%
124NUSHARES ETF TRNU189,301$11.8M0.09%
125CONSTELLATION BRANDS INCSTZ47,195$11.6M0.09%
126VANGUARD SPECIALIZED FUNDS92190884471,031$11.5M0.09%
127TYSON FOODS INCTSN223,570$11.4M0.08%
128MICROSOFT CORPMSFT32,146$10.9M0.08%
129RBB FD INC74933W452218,391$10.9M0.08%
130HOME DEPOT INCHD35,111$10.9M0.08%
131SERVICENOW INCNOW19,379$10.9M0.08%
132LILLY ELI & COLLY23,086$10.8M0.08%
133NUSHARES ETF TRNU309,135$10.7M0.08%
134EATON CORP PLCETN53,038$10.7M0.08%
135VISA INCV44,637$10.6M0.08%
136CHEVRON CORP NEWCVX66,714$10.5M0.08%
137ALPHABET INCGOOG87,454$10.5M0.08%
138NEXTERA ENERGY INCNEE-PW138,851$10.3M0.08%
139WALMART INCWMT64,738$10.2M0.08%
140INVESCO EXCHANGE TRADED FD TIVZ67,310$10.1M0.07%
141INTUITIVE SURGICAL INCISRG28,941$9.9M0.07%
142STARBUCKS CORPSBUX98,144$9.7M0.07%
143WAYFAIR INCW148,470$9.7M0.07%
144BRISTOL-MYERS SQUIBB COCELG-RI147,550$9.4M0.07%
145NOVO-NORDISK A SNONOF57,991$9.4M0.07%
146INTERNATIONAL BUSINESS MACHSINTR69,136$9.3M0.07%
147UNITEDHEALTH GROUP INCUNH19,150$9.2M0.07%
148LUMINAR TECHNOLOGIES INCLAZRQ1,332,620$9.2M0.07%
149VANGUARD BD INDEX FDS921937835126,092$9.2M0.07%
150ISHARES TR46428765548,742$9.1M0.07%
151RBB FD INC74933W452180,976$9.1M0.07%
152SPDR S&P MIDCAP 400 ETF TRMDY18,616$8.9M0.07%
153ISHARES TR46432F39664,825$8.9M0.07%
154SELECT SECTOR SPDR TR81369Y308119,653$8.9M0.07%
155ORACLE CORPORCL-PD73,167$8.7M0.06%
156NVIDIA CORPORATIONNVDA20,500$8.7M0.06%
157ALTRIA GROUP INCMO189,600$8.6M0.06%
158ISHARES TR46428768933,425$8.5M0.06%
159BLACKROCK INCBLK12,263$8.5M0.06%
160DANAHER CORPORATION23585110234,852$8.4M0.06%
161AIR PRODS & CHEMS INCAIIR27,822$8.3M0.06%
162MERCK & CO INCMRK71,653$8.3M0.06%
163FIDELITY COVINGTON TRUST316092824163,496$8.2M0.06%
164AMAZON COM INCAMZN62,200$8.1M0.06%
165ACCENTURE PLC IRELANDACN25,825$8.0M0.06%
166ISHARES TR464288521154,170$7.9M0.06%
167VANGUARD BD INDEX FDS921937835106,063$7.7M0.06%
168SCRIPPS E W CO OHIO811054402842,478$7.7M0.06%
169INTEL CORPINTC223,620$7.5M0.06%
170ISHARES TR46432F33955,328$7.5M0.06%
171VANGUARD INDEX FDS92290862933,344$7.3M0.05%
172THERMO FISHER SCIENTIFIC INCTMO14,042$7.3M0.05%
173VANGUARD INDEX FDS92290874448,289$7.3M0.05%
174ISHARES TR46428780472,879$7.3M0.05%
175KIMBERLY-CLARK CORPKMB51,754$7.1M0.05%
176J P MORGAN EXCHANGE TRADED F46641Q837142,454$7.1M0.05%
177JPMORGAN CHASE & COVYLD48,029$7.0M0.05%
178DANAHER CORPORATION23585110228,806$6.9M0.05%
179ISHARES TR46428759843,777$6.9M0.05%
180ISHARES TR46428722670,534$6.9M0.05%
181ISHARES TR46428767170,619$6.9M0.05%
182SCHWAB STRATEGIC TR808524102133,079$6.9M0.05%
183VANECK ETF TRUST92189F67645,068$6.9M0.05%
184ROPER TECHNOLOGIES INCROP14,157$6.8M0.05%
185VANGUARD INDEX FDS92290875133,963$6.8M0.05%
186STRYKER CORPORATIONSYK22,006$6.7M0.05%
187SELECT SECTOR SPDR TR81369Y605198,050$6.7M0.05%
188ILLINOIS TOOL WKS INC45230810926,597$6.7M0.05%
189ISHARES TR46428749990,897$6.6M0.05%
190ISHARES TR46428780466,304$6.6M0.05%
191PFIZER INCPFE177,915$6.5M0.05%
192BANK AMERICA CORP060505104224,586$6.4M0.05%
193ISHARES TR46428751518,378$6.4M0.05%
194ISHARES TR46428765533,500$6.3M0.05%
195VANGUARD INDEX FDS92290862928,280$6.2M0.05%
196ISHARES TR46428750723,723$6.2M0.05%
197CANADIAN NATL RY CO13637510250,973$6.2M0.05%
198INVESCO EXCH TRD SLF IDX FDIVZ323,178$6.1M0.05%
199ISHARES TR46428716854,029$6.1M0.05%
200VANECK ETF TRUST92189F106202,702$6.1M0.05%
201ISHARES TR46428762224,981$6.1M0.05%
202INTUITINTU13,240$6.1M0.05%
203TJX COS INC NEW87254010970,927$6.0M0.04%
204COCA COLA COKO99,773$6.0M0.04%
205VANGUARD TAX-MANAGED FDS921943858129,587$6.0M0.04%
206ISHARES TR46428744060,609$5.9M0.04%
207VANGUARD WORLD FDS92204A80132,067$5.8M0.04%
208INVESCO EXCH TRADED FD TR IIIVZ512,560$5.8M0.04%
209UNITEDHEALTH GROUP INCUNH12,100$5.8M0.04%
210PROSHARES TR74347R10799,879$5.8M0.04%
211MICRON TECHNOLOGY INCMU91,550$5.8M0.04%
212JOHNSON & JOHNSONJNJ34,700$5.7M0.04%
213NEXTERA ENERGY INCNEE-PW76,891$5.7M0.04%
214VANGUARD INDEX FDS92290855368,135$5.7M0.04%
215ISHARES TR46432F37045,577$5.6M0.04%
216AMGEN INCAMGN25,161$5.6M0.04%
217ABBOTT LABSABLZF50,852$5.5M0.04%
218VANGUARD INDEX FDS92290855366,135$5.5M0.04%
219DISNEY WALT CO25468710661,633$5.5M0.04%
220SOUTHERN COSOMN78,152$5.5M0.04%
221NIKE INCNKE49,482$5.5M0.04%
222DISNEY WALT CO25468710660,373$5.4M0.04%
223ISHARES TR46432F38856,687$5.3M0.04%
224JOHNSON & JOHNSONJNJ32,067$5.3M0.04%
225LINDE PLCLIN13,874$5.3M0.04%
226MEDTRONIC PLCMDT59,903$5.3M0.04%
227MICRON TECHNOLOGY INCMU83,170$5.2M0.04%
228ISHARES TR46436E71852,029$5.2M0.04%
229STRYKER CORPORATIONSYK17,010$5.2M0.04%
230ISHARES TR46436E866224,243$5.2M0.04%
231INVESCO EXCHANGE TRADED FD TIVZ31,611$5.2M0.04%
232ISHARES TR46435UAA9220,266$5.2M0.04%
233ACCENTURE PLC IRELANDACN16,754$5.2M0.04%
234PFIZER INCPFE140,750$5.2M0.04%
235VANGUARD INDEX FDS92290873618,215$5.2M0.04%
236SCHWAB STRATEGIC TR80852450871,923$5.1M0.04%
237LILLY ELI & COLLY10,867$5.1M0.04%
238ISHARES TR46436E874212,509$5.1M0.04%
239ISHARES TR46428772145,973$5.0M0.04%
240CITIGROUP INCC-PR108,565$5.0M0.04%
241INTUITIVE SURGICAL INCISRG14,602$5.0M0.04%
242BOEING COBA-PA23,541$5.0M0.04%
243SPDR GOLD TRGLD27,807$5.0M0.04%
244BROADCOM INCAVGO5,700$4.9M0.04%
245GLOBAL X FDS37954Y780142,938$4.9M0.04%
246ISHARES TR46435U135130,486$4.9M0.04%
247MISSION PRODUCE INCAVO400,000$4.8M0.04%
248MORGAN STANLEYMS-PQ56,686$4.8M0.04%
249ANNALY CAPITAL MANAGEMENT INNLY-PJ241,708$4.8M0.04%
250ISHARES TR46436E858211,712$4.8M0.04%
251SELECT SECTOR SPDR TR81369Y20935,892$4.8M0.04%
252ISHARES TR46429B66347,141$4.8M0.04%
253FEDEX CORPFDX18,648$4.6M0.03%
254UNITED PARCEL SERVICE INCUPS25,720$4.6M0.03%
255CONSOLIDATED EDISON INCED50,543$4.6M0.03%
256SPDR S&P MIDCAP 400 ETF TRMDY9,490$4.5M0.03%
257NORTHROP GRUMMAN CORPNOC9,966$4.5M0.03%
258MOSAIC CO NEWMOS129,071$4.5M0.03%
259PAYPAL HLDGS INCPYPL67,201$4.5M0.03%
260VANGUARD WHITEHALL FDS92194640642,188$4.5M0.03%
261SPDR SER TR78468R66348,680$4.5M0.03%
262FISERV INCFISV35,161$4.4M0.03%
263CATERPILLAR INCCAT18,026$4.4M0.03%
264ADOBE SYSTEMS INCORPORATEDADBE8,932$4.4M0.03%
265AMERICAN EXPRESS COAXP25,008$4.4M0.03%
266ISHARES TR46428755634,302$4.4M0.03%
267CHENIERE ENERGY INCLNG28,518$4.3M0.03%
268SELECT SECTOR SPDR TR81369Y50653,458$4.3M0.03%
269INTERCONTINENTAL EXCHANGE IN45866F10438,038$4.3M0.03%
270MARSH & MCLENNAN COS INC57174810222,639$4.3M0.03%
271SPDR SER TR78464A284169,818$4.2M0.03%
272LOCKHEED MARTIN CORPLMT9,194$4.2M0.03%
273ISHARES TR46432F84262,461$4.2M0.03%
274AMERICAN TOWER CORP NEW03027X10021,554$4.2M0.03%
275COSTCO WHSL CORP NEW22160K1057,731$4.2M0.03%
276HONEYWELL INTL INC43851610619,902$4.1M0.03%
277T-MOBILE US INCTMUSZ29,543$4.1M0.03%
278AFLAC INCAFL58,267$4.1M0.03%
279BLACKROCK INCBLK5,832$4.0M0.03%
280INVESCO QQQ TRIVZ10,900$4.0M0.03%
281ISHARES TR46428746555,300$4.0M0.03%
282VERTEX PHARMACEUTICALS INCVRTX11,390$4.0M0.03%
283HUMANA INCHUM8,941$4.0M0.03%
284LOWES COS INC54866110717,708$4.0M0.03%
285GLOBAL X FDS37954Y434329,454$4.0M0.03%
286CHEVRON CORP NEWCVX25,168$4.0M0.03%
287CHUBB LIMITEDCB20,509$3.9M0.03%
288WELLS FARGO CO NEW94974610192,269$3.9M0.03%
289AIRBNB INCABNB30,681$3.9M0.03%
290SPDR SER TR78464A292117,026$3.9M0.03%
291ALPHABET INCGOOG32,246$3.9M0.03%
292SPDR SER TR78464A63131,447$3.8M0.03%
293ISHARES GOLD TRIAU104,519$3.8M0.03%
294CME GROUP INCCME20,506$3.8M0.03%
295LATTICE STRATEGIES TR518416102143,755$3.8M0.03%
296ISHARES TR46428748138,972$3.8M0.03%
297FIRST TR EXCHANGE-TRADED FD33738R11873,242$3.8M0.03%
298INTERCONTINENTAL EXCHANGE IN45866F10432,715$3.7M0.03%
299EXXON MOBIL CORPXOM34,462$3.7M0.03%
300VANGUARD INDEX FDS92290875118,491$3.7M0.03%
301PHILIP MORRIS INTL INC71817210937,326$3.6M0.03%
302THERMO FISHER SCIENTIFIC INCTMO6,982$3.6M0.03%
303MERCK & CO INCMRK31,468$3.6M0.03%
304SPDR SER TR78464A76329,464$3.6M0.03%
305MONDELEZ INTL INC60920710549,439$3.6M0.03%
306COCA COLA COKO59,598$3.6M0.03%
307INVESCO EXCHANGE TRADED FD TIVZ12,201$3.6M0.03%
308VANGUARD BD INDEX FDS92193781947,607$3.6M0.03%
309ISHARES TR46434V10073,913$3.6M0.03%
310AUTOMATIC DATA PROCESSING INADP16,198$3.6M0.03%
311CVS HEALTH CORPCVS51,282$3.5M0.03%
312VANGUARD MUN BD FDS92290774669,345$3.5M0.03%
313ISHARES TR46435GAA0147,744$3.5M0.03%
314UNITED RENTALS INCURI7,744$3.4M0.03%
315VANGUARD SCOTTSDALE FDS92206C40945,449$3.4M0.03%
3163M COMMM34,160$3.4M0.03%
317INTUITINTU7,393$3.4M0.03%
318VERIZON COMMUNICATIONS INCVZ90,476$3.4M0.03%
319PROCTER AND GAMBLE CO74271810921,946$3.3M0.02%
320ALPHABET INCGOOG27,700$3.3M0.02%
321WISDOMTREE TRWT52,103$3.3M0.02%
322KLA CORPKLAC6,829$3.3M0.02%
323ABBVIE INCABBV24,532$3.3M0.02%
324VANECK ETF TRUST92189F64341,386$3.3M0.02%
325CHURCH & DWIGHT CO INCCHD32,943$3.3M0.02%
326SHERWIN WILLIAMS COSHW12,377$3.3M0.02%
327ISHARES TR46434VAX8129,554$3.3M0.02%
328SCHWAB STRATEGIC TR80852450863,365$3.3M0.02%
329AT&T INCT-PC204,763$3.3M0.02%
330RAYTHEON TECHNOLOGIES CORPRTX33,246$3.3M0.02%
331PIMCO ETF TR72201R83332,512$3.2M0.02%
332VERIZON COMMUNICATIONS INCVZ86,803$3.2M0.02%
333INVESCO EXCH TRD SLF IDX FDIVZ169,448$3.2M0.02%
334ISHARES TR46428747329,118$3.2M0.02%
335DELTA AIR LINES INC DELDAL67,224$3.2M0.02%
336HCA HEALTHCARE INCHCA10,362$3.1M0.02%
337COLGATE PALMOLIVE COCL40,742$3.1M0.02%
338SPDR SER TR78468R78884,534$3.1M0.02%
339DEERE & CODE7,727$3.1M0.02%
340ALLSTATE CORPALL-PJ28,407$3.1M0.02%
341ISHARES TR46428851341,215$3.1M0.02%
342SCHWAB STRATEGIC TR80852420158,621$3.1M0.02%
343LAUDER ESTEE COS INC51843910415,548$3.1M0.02%
344INVESCO ACTIVELY MANAGED ETFIVZ65,543$3.0M0.02%
345UNITI GROUP INCUNIT651,567$3.0M0.02%
346ISHARES TR46428868796,378$3.0M0.02%
347ISHARES TR46428746540,973$3.0M0.02%
348RIO TINTO PLCRTNTF46,067$2.9M0.02%
349PFIZER INCPFE79,781$2.9M0.02%
350SERVICENOW INCNOW5,200$2.9M0.02%
351APPLE INCAAPL15,000$2.9M0.02%
352STARBUCKS CORPSBUX29,224$2.9M0.02%
353VANGUARD SCOTTSDALE FDS92206C10250,065$2.9M0.02%
354NUSHARES ETF TRNU73,680$2.9M0.02%
355WALMART INCWMT18,276$2.9M0.02%
356INTEL CORPINTC85,892$2.9M0.02%
357MERCK & CO INCMRK24,872$2.9M0.02%
358CORNING INCGLW81,178$2.8M0.02%
359ALPHABET INCGOOG23,500$2.8M0.02%
360SPDR SER TR78464A78969,332$2.8M0.02%
361TJX COS INC NEW87254010933,135$2.8M0.02%
362CISCO SYS INCCSCO54,135$2.8M0.02%
363HALLIBURTON COHAL84,725$2.8M0.02%
364SPDR SER TR78464A69868,300$2.8M0.02%
365SELECT SECTOR SPDR TR81369Y50634,300$2.8M0.02%
366CONOCOPHILLIPSCOP26,765$2.8M0.02%
367CHUBB LIMITEDCB14,352$2.8M0.02%
368GENERAL DYNAMICS CORPGD12,821$2.8M0.02%
369NUSHARES ETF TRNU92,916$2.8M0.02%
370VANGUARD WORLD FDS92204A20714,144$2.8M0.02%
371JOHNSON & JOHNSONJNJ16,569$2.7M0.02%
372GRAPHIC PACKAGING HLDG COGPK113,526$2.7M0.02%
373COMCAST CORP NEWCCZ65,041$2.7M0.02%
374CBOE GLOBAL MKTS INC12503M10819,549$2.7M0.02%
375ROYAL GOLD INCRGLD23,411$2.7M0.02%
376D R HORTON INC23331A10921,968$2.7M0.02%
377CUMMINS INCCMI10,880$2.7M0.02%
378ISHARES TR46428723467,003$2.7M0.02%
379DUKE ENERGY CORP NEWDUKB29,523$2.6M0.02%
380ISHARES TR46428866122,900$2.6M0.02%
381ISHARES TR46428772124,232$2.6M0.02%
382ISHARES TR46428717624,369$2.6M0.02%
383AMGEN INCAMGN11,788$2.6M0.02%
384CHARTER COMMUNICATIONS INC N16119P1087,086$2.6M0.02%
385ALPS ETF TR00162Q45266,375$2.6M0.02%
386VANECK ETF TRUST92189F429144,212$2.6M0.02%
387SPDR SER TR78464A76321,129$2.6M0.02%
388CBOE GLOBAL MKTS INC12503M10818,500$2.6M0.02%
389CONSTELLATION BRANDS INCSTZ10,267$2.5M0.02%
390MARRIOTT INTL INC NEW57190320213,726$2.5M0.02%
391ISHARES TR46428857029,712$2.5M0.02%
392T-MOBILE US INCTMUSZ17,726$2.5M0.02%
393VANGUARD SCOTTSDALE FDS92206C84738,288$2.4M0.02%
394SCHWAB STRATEGIC TR80852460755,408$2.4M0.02%
395GENERAL DYNAMICS CORPGD11,154$2.4M0.02%
396SCHWAB STRATEGIC TR80852410245,836$2.4M0.02%
397TARGET CORPTGT17,911$2.4M0.02%
398ISHARES TR464288224127,681$2.3M0.02%
399VANGUARD SCOTTSDALE FDS92206C87030,581$2.3M0.02%
400SYSCO CORPSYY31,413$2.3M0.02%
401REALTY INCOME CORPO38,772$2.3M0.02%
402LAM RESEARCH CORPLRCX3,600$2.3M0.02%
403DOLLAR GEN CORP NEW25667710513,578$2.3M0.02%
404SCHWAB CHARLES CORPSCHW-PJ40,500$2.3M0.02%
405SCHWAB STRATEGIC TR80852430030,540$2.3M0.02%
406TARGET CORPTGT17,281$2.3M0.02%
407MICROCHIP TECHNOLOGY INC.MCHPP25,404$2.3M0.02%
408ISHARES TR46428841421,249$2.3M0.02%
409ORACLE CORPORCL-PD19,000$2.3M0.02%
410ISHARES TR46428851330,138$2.3M0.02%
411FASTENAL COFAST38,157$2.3M0.02%
412CARDINAL HEALTH INCCAH23,764$2.2M0.02%
413INVESCO EXCH TRADED FD TR IIIVZ128,508$2.2M0.02%
414META PLATFORMS INCMETA7,800$2.2M0.02%
415WARNER BROS DISCOVERY INCWBD177,767$2.2M0.02%
416LYONDELLBASELL INDUSTRIES NLYB24,083$2.2M0.02%
417VANGUARD MALVERN FDS92202080546,599$2.2M0.02%
418FIDELITY COVINGTON TRUST31609283253,900$2.2M0.02%
419GLOBAL X FDS37954Y85533,544$2.2M0.02%
420SPDR SER TR78468R62223,623$2.2M0.02%
421AMERICAN CENTY ETF TR02507253961,009$2.2M0.02%
422ISHARES TR46428837246,093$2.2M0.02%
423COSTCO WHSL CORP NEW22160K1054,000$2.2M0.02%
424BANK OZK LITTLE ROCK ARKOZKAP53,603$2.2M0.02%
425STARBUCKS CORPSBUX21,600$2.1M0.02%
426ENERGY TRANSFER L PET-PI168,293$2.1M0.02%
427INVESCO EXCH TRD SLF IDX FDIVZ100,439$2.1M0.02%
428BECTON DICKINSON & COBDX8,050$2.1M0.02%
429EATON CORP PLCETN10,549$2.1M0.02%
430NUSHARES ETF TRNU56,926$2.1M0.02%
431META PLATFORMS INCMETA7,311$2.1M0.02%
432PPL CORPPPLC79,215$2.1M0.02%
433SPDR S&P 500 ETF TRSPY4,700$2.1M0.02%
434ZIMMER BIOMET HOLDINGS INCZBH14,300$2.1M0.02%
435AMAZON COM INCAMZN15,850$2.1M0.02%
436MEDICAL PPTYS TRUST INC58463J304223,127$2.1M0.02%
437FIFTH THIRD BANCORPFITBM78,777$2.1M0.02%
438CHIPOTLE MEXICAN GRILL INCCMG958$2.0M0.02%
439VANGUARD INTL EQUITY INDEX F92204285850,282$2.0M0.02%
440SONOCO PRODS CO83549510234,628$2.0M0.02%
441TERADYNE INCTER18,350$2.0M0.02%
442NATIONAL FUEL GAS CONFG39,426$2.0M0.02%
443PROLOGIS INC.PLDGP16,501$2.0M0.02%
444GOLDMAN SACHS ETF TRNVGLF64,156$2.0M0.01%
445PROCTER AND GAMBLE CO74271810913,244$2.0M0.01%
4463M COMMM20,000$2.0M0.01%
447EOG RES INCEOG17,489$2.0M0.01%
448SCHLUMBERGER LTDSLB40,550$2.0M0.01%
449ROKU INCROKU31,053$2.0M0.01%
450VERTEX PHARMACEUTICALS INCVRTX5,613$2.0M0.01%
451BRISTOL-MYERS SQUIBB COCELG-RI30,775$2.0M0.01%
452BERKLEY W R CORPWRB-PH32,798$2.0M0.01%
453GENERAL ELECTRIC CO36960430117,735$1.9M0.01%
454AMCOR PLCAMCCF195,162$1.9M0.01%
455PEPSICO INCPEP10,473$1.9M0.01%
456GENERAL MLS INC37033410425,215$1.9M0.01%
457ISHARES TR4642875233,809$1.9M0.01%
458HILTON WORLDWIDE HLDGS INCHLT13,225$1.9M0.01%
459SPDR SER TR78464A40931,422$1.9M0.01%
460EXXON MOBIL CORPXOM17,846$1.9M0.01%
461CLOROX CO DELCLX12,006$1.9M0.01%
462AMERIPRISE FINL INC03076C1065,730$1.9M0.01%
463INTERNATIONAL BUSINESS MACHSINTR14,221$1.9M0.01%
464SPDR INDEX SHS FDS78463X20241,200$1.9M0.01%
465ALLIANCEBERNSTEIN HLDG L P01881G10658,842$1.9M0.01%
466SUBURBAN PROPANE PARTNERS LSPH127,269$1.9M0.01%
467BUNGE LIMITEDBG19,900$1.9M0.01%
468SEI INVTS CO78411710331,480$1.9M0.01%
469SPDR SER TR78464A69845,661$1.9M0.01%
470BERKSHIRE HATHAWAY INC DELBRK-A5,400$1.8M0.01%
471ISHARES TR4642877626,532$1.8M0.01%
472VANGUARD WORLD FDS92204A87612,837$1.8M0.01%
473PRICE T ROWE GROUP INCTROW16,226$1.8M0.01%
474ARES CAPITAL CORPARCC96,581$1.8M0.01%
475ARISTA NETWORKS INCANET11,050$1.8M0.01%
476GLOBAL X FDS37954Y47543,560$1.8M0.01%
477EXXON MOBIL CORPXOM16,500$1.8M0.01%
478EXCHANGE LISTED FDS TR30151E71578,372$1.8M0.01%
479ONE GAS INCOGS22,770$1.7M0.01%
480VANGUARD WORLD FD92191087311,148$1.7M0.01%
481SCHWAB STRATEGIC TR80852483937,646$1.7M0.01%
482VANGUARD INDEX FDS92290861110,423$1.7M0.01%
483ISHARES TR46432F84225,344$1.7M0.01%
484ABBVIE INCABBV12,600$1.7M0.01%
485WASTE MGMT INC DEL94106L1099,787$1.7M0.01%
486ECOLAB INCECL9,078$1.7M0.01%
487SCHLUMBERGER LTDSLB34,288$1.7M0.01%
488PARKER-HANNIFIN CORPPH4,297$1.7M0.01%
489HILTON WORLDWIDE HLDGS INCHLT11,500$1.7M0.01%
490ENTERPRISE PRODS PARTNERS L29379210763,162$1.7M0.01%
491SPDR SER TR78464A66455,540$1.7M0.01%
492SMUCKER J M CO83269640511,231$1.7M0.01%
493T-MOBILE US INCTMUSZ11,900$1.7M0.01%
494EVERSOURCE ENERGYES23,226$1.6M0.01%
495FIRST TR VALUE LINE DIVID IN33734H10640,635$1.6M0.01%
496VANGUARD INTL EQUITY INDEX F92204285839,867$1.6M0.01%
497PHILIP MORRIS INTL INC71817210916,507$1.6M0.01%
498SELECT SECTOR SPDR TR81369Y60547,600$1.6M0.01%
499ATMOS ENERGY CORPATO13,786$1.6M0.01%
500FIDELITY COMWLTH TR31591280829,536$1.6M0.01%