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

Robertson Stephens Wealth Management, LLC

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002411

Total Value
$1.89B
Positions
490
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (490)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363290,331$139.6M7.40%
2ISHARES TR464287200235,806$124.0M6.57%
3SPDR S&P 500 ETF TRSPY165,876$87.0M4.62%
4APPLE INCAAPL418,773$71.8M3.81%
5MICROSOFT CORPMSFT111,887$47.1M2.50%
6VANGUARD TAX-MANAGED FDS921943858840,694$42.2M2.24%
7ISHARES TR464287614123,829$41.7M2.21%
8APPLOVIN CORPAPP591,265$40.9M2.17%
9TWILIO INCTWLO650,000$39.7M2.11%
10ISHARES TR464287226371,686$36.4M1.93%
11SELECT SECTOR SPDR TR81369Y803167,586$34.9M1.85%
12ISHARES TR464287622101,060$29.1M1.54%
13VANGUARD INDEX FDS92290873683,521$28.7M1.52%
14GOLDMAN SACHS ETF TRNVGLF283,964$28.6M1.52%
15ISHARES INC46434G103549,113$28.3M1.50%
16DIMENSIONAL ETF TRUST25434V708863,823$27.6M1.46%
17AMAZON COM INCAMZN142,358$25.7M1.36%
18HENNESSY FDS TR42588P692788,385$23.9M1.27%
19BERKSHIRE HATHAWAY INC DELBRK-A44,804$18.8M1.00%
20INVESCO EXCHANGE TRADED FD TIVZ101,942$17.3M0.92%
21ALPHABET INCGOOG108,728$16.6M0.88%
22SPDR DOW JONES INDL AVERAGE78467X10940,582$16.2M0.86%
23SELECT SECTOR SPDR TR81369Y704127,861$16.1M0.85%
24SPDR S&P 500 ETF TRSPY30,000$15.7M0.83%
25J P MORGAN EXCHANGE TRADED F46654Q203283,880$15.4M0.82%
26ISHARES TR464287499181,998$15.3M0.81%
27ACUITY BRANDS INCAYI56,000$15.0M0.80%
28VANGUARD INDEX FDS92290876955,846$14.5M0.77%
29ISHARES TR46434V407323,657$13.8M0.73%
30ISHARES TR464287309159,977$13.5M0.72%
31ISHARES TR46434V639340,258$12.5M0.66%
32ALPHABET INCGOOG81,672$12.3M0.65%
33DIMENSIONAL ETF TRUST25434V880459,746$11.7M0.62%
34ISHARES TR46432F842152,786$11.3M0.60%
35BGC GROUP INCBGC1,429,530$11.1M0.59%
36ISHARES TR464287465138,550$11.1M0.59%
37ISHARES TR46428740858,249$10.9M0.58%
38DIMENSIONAL ETF TRUST25434V609187,326$10.2M0.54%
39VISA INCV36,375$10.2M0.54%
40HOME DEPOT INCHD24,597$9.4M0.50%
41BANK AMERICA CORP060505104244,840$9.3M0.49%
42INVESCO QQQ TRIVZ18,063$8.0M0.43%
43JPMORGAN CHASE & COVYLD39,012$7.8M0.41%
44SELECT SECTOR SPDR TR81369Y85295,173$7.8M0.41%
45ISHARES TR46428766384,325$7.6M0.40%
46ISHARES TR46428880269,151$7.5M0.40%
47SELECT SECTOR SPDR TR81369Y20949,965$7.4M0.39%
48VANGUARD SPECIALIZED FUNDS92190884440,339$7.4M0.39%
49ENERGY FUELS INCUUUU1,161,479$7.3M0.39%
50NVIDIA CORPORATIONNVDA7,879$7.1M0.38%
51SCHWAB STRATEGIC TR808524839148,199$6.8M0.36%
52ISHARES TR46432F33940,202$6.6M0.35%
53FIRST TR EXCHANGE-TRADED FD33738R11894,427$6.6M0.35%
54SELECT SECTOR SPDR TR81369Y40735,640$6.6M0.35%
55PRICE T ROWE GROUP INCTROW50,468$6.2M0.33%
56ISHARES TR46428841457,149$6.1M0.33%
57SELECT SECTOR SPDR TR81369Y605142,414$6.0M0.32%
58FIRST TR EXCHANGE TRADED FD33734X846103,841$5.9M0.31%
59DANAHER CORPORATION23585110221,832$5.5M0.29%
60PEPSICO INCPEP30,401$5.4M0.28%
61CATERPILLAR INCCAT14,607$5.4M0.28%
62COSTCO WHSL CORP NEW22160K1056,890$5.0M0.27%
63NETFLIX INCNFLX8,301$5.0M0.27%
64ISHARES TR46435U549103,360$4.9M0.26%
65ISHARES TR46434V613104,615$4.8M0.25%
66DIMENSIONAL ETF TRUST25434V40182,922$4.7M0.25%
67VANECK ETF TRUST92189F67620,846$4.7M0.25%
68JOHNSON & JOHNSONJNJ28,976$4.6M0.24%
69ISHARES TR46428888544,133$4.6M0.24%
70CHIPOTLE MEXICAN GRILL INCCMG1,573$4.6M0.24%
71FISERV INCFISV28,464$4.5M0.24%
72VANGUARD WORLD FD92204A7028,674$4.5M0.24%
73ISHARES TR46435G51656,140$4.5M0.24%
74ABBVIE INCABBV24,510$4.5M0.24%
75BERKSHIRE HATHAWAY INC DELBRK-A205$4.4M0.24%
76ISHARES TR464287234106,700$4.4M0.23%
77ISHARES TR46428710117,651$4.4M0.23%
78ISHARES TR46434VBG4173,288$4.3M0.23%
79SCHWAB STRATEGIC TR80852410270,880$4.3M0.23%
80SELECT SECTOR SPDR TR81369Y30856,082$4.3M0.23%
81MERCK & CO INCMRK32,182$4.3M0.23%
82ISHARES TR46432F83462,220$4.2M0.22%
83AMERICAN CENTY ETF TR02507270365,819$4.2M0.22%
84ISHARES TR46428780437,706$4.2M0.22%
85SHERWIN WILLIAMS COSHW11,850$4.1M0.22%
86VANGUARD INDEX FDS92290874424,492$4.0M0.21%
87THERMO FISHER SCIENTIFIC INCTMO6,832$4.0M0.21%
88DBX ETF TR23305150752,655$3.9M0.21%
89QUALCOMM INCQCOM23,174$3.9M0.21%
90ELI LILLY & COLLY5,011$3.9M0.21%
91BROADCOM INCAVGO2,931$3.9M0.21%
92SELECT SECTOR SPDR TR81369Y50640,510$3.8M0.20%
93GOLDMAN SACHS ETF TRNVGLF53,255$3.8M0.20%
94BLACKROCK INCBLK4,545$3.8M0.20%
95VANGUARD SCOTTSDALE FDS92206C40948,382$3.7M0.20%
96T ROWE PRICE ETF INC87283Q107103,692$3.7M0.19%
97WALMART INCWMT59,447$3.6M0.19%
98DISCOVER FINL SVCS25470910827,365$3.6M0.19%
99EXXON MOBIL CORPXOM30,462$3.5M0.19%
100RTX CORPORATIONRTX36,120$3.5M0.19%
101CHEVRON CORP NEWCVX22,046$3.5M0.18%
102ISHARES TR46435U21836,293$3.4M0.18%
103UNITEDHEALTH GROUP INCUNH6,787$3.4M0.18%
104WELLS FARGO CO NEW94974610157,300$3.3M0.18%
105ISHARES TR46428887760,350$3.3M0.17%
106GLOBALSTAR INCGSAT2,223,000$3.3M0.17%
107VANGUARD WORLD FD92191081611,400$3.3M0.17%
108NEWMARK GROUP INCNMRK291,260$3.2M0.17%
109ISHARES TR46428716825,659$3.2M0.17%
110SIMON PPTY GROUP INC NEW82880610919,326$3.0M0.16%
111SCHWAB STRATEGIC TR80852460760,434$3.0M0.16%
112SPDR SER TR78464A85448,333$3.0M0.16%
113WISDOMTREE TRWT99,606$2.9M0.16%
114MCDONALDS CORPMCD10,314$2.9M0.15%
115ISHARES TR46428765513,732$2.9M0.15%
116VANGUARD WORLD FD92204A40528,107$2.9M0.15%
117LAM RESEARCH CORPLRCX2,920$2.8M0.15%
118INTERNATIONAL BUSINESS MACHSINTR14,500$2.8M0.15%
119TESLA INCTSLA15,655$2.8M0.15%
120ISHARES TR46428715023,721$2.7M0.15%
121SPDR SER TR78464A76320,605$2.7M0.14%
122ISHARES TR46436E528116,987$2.7M0.14%
123AMERICAN CENTY ETF TR02507288529,807$2.7M0.14%
124DIMENSIONAL ETF TRUST25434V72465,010$2.7M0.14%
125ISHARES TR46429B69731,692$2.6M0.14%
126FLEX LTDFLEX92,502$2.6M0.14%
127BOEING COBA-PA13,667$2.6M0.14%
128COMCAST CORP NEWCCZ60,485$2.6M0.14%
129CISCO SYS INCCSCO52,440$2.6M0.14%
130META PLATFORMS INCMETA5,286$2.6M0.14%
131ISHARES TR46436E71825,309$2.5M0.14%
132DIMENSIONAL ETF TRUST25434V80769,240$2.5M0.13%
133VANGUARD WORLD FD92204A5049,334$2.5M0.13%
134PROCTER AND GAMBLE CO74271810915,338$2.5M0.13%
135EVEREST GROUP LTDEG6,115$2.4M0.13%
136ISHARES INC46428666556,764$2.4M0.13%
137DISNEY WALT CO25468710619,512$2.4M0.13%
138CITIGROUP INCC-PR37,677$2.4M0.13%
139ISHARES BITCOIN TRIBIT58,483$2.4M0.13%
140STARWOOD PPTY TR INCSTHO101,160$2.3M0.12%
141ADOBE INCADBE4,580$2.3M0.12%
142ISHARES TR46436E87495,941$2.3M0.12%
143WASTE MGMT INC DEL94106L10910,722$2.3M0.12%
144ISHARES INC46434G86368,424$2.2M0.12%
145ISHARES TR46428828124,567$2.2M0.12%
146ISHARES TR46435G42518,890$2.2M0.12%
147J P MORGAN EXCHANGE TRADED F46641Q33237,321$2.2M0.11%
148FIDELITY COVINGTON TRUST31609260030,598$2.1M0.11%
149INTERNATIONAL MNY EXPRESS ININTR93,116$2.1M0.11%
150VANGUARD WORLD FD92204A6038,640$2.1M0.11%
151INVESCO EXCH TRD SLF IDX FDIVZ90,142$2.1M0.11%
152SALESFORCE INCCRM6,853$2.1M0.11%
153S&P GLOBAL INCSPGI4,838$2.1M0.11%
154ISHARES TR46435U85356,140$2.1M0.11%
155ROSS STORES INCROST13,798$2.0M0.11%
156EATON CORP PLCETN6,386$2.0M0.11%
157ISHARES GOLD TRIAU47,125$2.0M0.10%
158LOWES COS INC5486611077,631$1.9M0.10%
159MCCORMICK & CO INCMKC-V25,043$1.9M0.10%
160ISHARES TR46435G33456,107$1.9M0.10%
161SELECT SECTOR SPDR TR81369Y10020,655$1.9M0.10%
162SELECT SECTOR SPDR TR81369Y88629,167$1.9M0.10%
163ISHARES TR46428772113,829$1.9M0.10%
164ABBOTT LABSABLZF16,417$1.9M0.10%
165GOLDMAN SACHS ETF TRNVGLF45,308$1.9M0.10%
166BLACKROCK ETF TRUSTBLK41,552$1.8M0.10%
167ISHARES TR46434V62131,456$1.8M0.10%
168ECOLAB INCECL7,701$1.8M0.09%
169ISHARES TR46428729123,558$1.8M0.09%
170MASTERCARD INCORPORATEDMA3,657$1.8M0.09%
171ISHARES TR46428743218,367$1.7M0.09%
172ISHARES TR46436E47877,960$1.7M0.09%
173ISHARES TR46435G40960,681$1.7M0.09%
174INTEL CORPINTC38,702$1.7M0.09%
175VANGUARD WORLD FD92204A88412,836$1.7M0.09%
176FIDELITY COVINGTON TRUST31609250127,934$1.7M0.09%
177ISHARES INC46428650941,993$1.6M0.09%
178ENTERPRISE PRODS PARTNERS L29379210754,912$1.6M0.08%
179VANGUARD INTL EQUITY INDEX F92204286620,929$1.6M0.08%
180ADVANCED MICRO DEVICES INCAMD8,515$1.5M0.08%
181WISDOMTREE TRWT31,440$1.5M0.08%
182ISHARES TR46428858816,411$1.5M0.08%
183J P MORGAN EXCHANGE TRADED F46641Q23330,672$1.5M0.08%
184ONEMAIN HLDGS INCOMF28,627$1.5M0.08%
185VANGUARD SCOTTSDALE FDS92206C10225,174$1.5M0.08%
186INTUITINTU2,214$1.4M0.08%
187ISHARES TR46428778815,014$1.4M0.08%
188ELEVANCE HEALTH INCELV2,757$1.4M0.08%
189ISHARES TR46428786125,334$1.4M0.07%
190ISHARES TR46429B33332,217$1.4M0.07%
191UNION PAC CORPUNP5,643$1.4M0.07%
192KKR & CO INCKKRT13,782$1.4M0.07%
193AMERICAN CENTY ETF TR02507287714,592$1.4M0.07%
194VANGUARD INTL EQUITY INDEX F92204285832,492$1.4M0.07%
195TOPGOLF CALLAWAY BRANDS CORP13119310483,379$1.3M0.07%
196CSX CORPCSX36,282$1.3M0.07%
197TARGET CORPTGT7,454$1.3M0.07%
198QUANTUMSCAPE CORPQS209,675$1.3M0.07%
199PFIZER INCPFE46,669$1.3M0.07%
200CEMEX SAB DE CVCXMSF1,452,995$1.3M0.07%
201STARBUCKS CORPSBUX14,067$1.3M0.07%
202UNITED PARCEL SERVICE INCUPS8,604$1.3M0.07%
203FIDELITY COVINGTON TRUST3160928088,200$1.3M0.07%
204VANGUARD SCOTTSDALE FDS92206C87015,826$1.3M0.07%
205MICROCHIP TECHNOLOGY INC.MCHPP14,159$1.3M0.07%
206ISHARES INC46434G88928,365$1.3M0.07%
207AMERICAN EXPRESS COAXP5,524$1.3M0.07%
208READY CAPITAL CORPRC-PE131,430$1.2M0.07%
209SPDR S&P MIDCAP 400 ETF TRMDY2,218$1.2M0.07%
210HUDSON TECHNOLOGIES INCHDSN112,204$1.2M0.07%
211VANGUARD INDEX FDS92290855314,176$1.2M0.07%
212ISHARES TR46428750719,793$1.2M0.06%
213WISDOMTREE TRWT15,762$1.2M0.06%
214AMGEN INCAMGN4,148$1.2M0.06%
215GRAND CANYON ED INCLOPE8,633$1.2M0.06%
216ISHARES TR46432F3966,232$1.2M0.06%
217NEXTERA ENERGY INCNEE-PW18,234$1.2M0.06%
218BOOKING HOLDINGS INCBKNG317$1.2M0.06%
219TJX COS INC NEW87254010910,675$1.1M0.06%
220ISHARES TR46428758013,161$1.1M0.06%
221CINTAS CORPCTAS1,570$1.1M0.06%
222CVS HEALTH CORPCVS13,469$1.1M0.06%
223VANGUARD STAR FDS92190976817,724$1.1M0.06%
224US BANCORP DELUSB-PS23,530$1.1M0.06%
225MCKESSON CORPMCK1,970$1.1M0.06%
226VANGUARD INDEX FDS9229087514,615$1.1M0.06%
227ISHARES TR4642875234,611$1.0M0.06%
228NIKE INCNKE11,017$1.0M0.06%
229GOLDMAN SACHS GROUP INCGSCE2,482$1.0M0.05%
230FIRST TR NASDAQ 100 TECH IND3373451025,400$1.0M0.05%
231J P MORGAN EXCHANGE TRADED F46641Q21717,579$1.0M0.05%
232APPLIED MATLS INC0382221054,949$1.0M0.05%
233CARRIER GLOBAL CORPORATIONCARR17,155$997,2210.05%
234TERADYNE INCTER8,818$994,9350.05%
235AMERICAN CENTY ETF TR02507260417,157$994,4080.05%
236VANGUARD SCOTTSDALE FDS92206C70616,725$979,2220.05%
237ISHARES INC46434G76416,976$977,3140.05%
238GENERAL ELECTRIC CO3696043015,482$962,3400.05%
239VANGUARD WORLD FD92204A3067,266$956,8720.05%
240SPDR GOLD TRGLD4,606$947,5460.05%
241ORACLE CORPORCL-PD7,540$947,0990.05%
242MSCI INCMSCI1,676$939,3140.05%
243AUTOZONE INCAZO298$937,6160.05%
244ROPER TECHNOLOGIES INCROP1,648$924,2980.05%
245ISHARES TR46428881015,633$915,9610.05%
246ISHARES TR46432F3888,431$913,1620.05%
247ALIBABA GROUP HLDG LTDBBAAY12,583$910,5060.05%
248CUE BIOPHARMA INCCUE478,500$904,3650.05%
249FIDELITY COVINGTON TRUST31609230318,967$902,4500.05%
250SHOPIFY INCSHOP11,619$896,6380.05%
251ARISTA NETWORKS INCANET3,082$893,7180.05%
252LITHIUM AMERICAS ARGENTINA C53681K100162,019$873,2820.05%
253HONEYWELL INTL INC4385161064,242$870,7680.05%
254MARSH & MCLENNAN COS INC5717481024,180$860,9960.05%
255WISDOMTREE TRWT17,002$855,0310.05%
256VANGUARD WORLD FD92204A1082,687$853,7410.05%
257AZEK CO INC05478C10517,000$853,7400.05%
258POLARIS INCPII8,500$851,0200.05%
259GARMIN LTDGRMN5,687$846,6840.04%
260MANHATTAN ASSOCIATES INCMANH3,353$839,0210.04%
261VANGUARD MALVERN FDS92202080517,464$836,3320.04%
262ISHARES TR46435UAA935,094$835,2470.04%
263ACCENTURE PLC IRELANDACN2,394$829,9010.04%
264CONOCOPHILLIPSCOP6,492$826,2970.04%
265AFLAC INCAFL9,501$815,7400.04%
266LIMONEIRA COLMNR41,450$813,8710.04%
267MOODYS CORPMCO2,070$813,5900.04%
268FIDELITY COVINGTON TRUST31609285731,048$810,0420.04%
269TWILIO INCTWLO13,243$809,8090.04%
270SCHWAB STRATEGIC TR80852475522,638$806,1500.04%
271SPDR SER TR78468R85318,630$801,8350.04%
272ISHARES TR4642874816,972$795,7840.04%
273FEDEX CORPFDX2,733$795,2170.04%
274EMERSON ELEC COEMR6,789$769,9980.04%
275MARRIOTT INTL INC NEW5719032023,049$769,2930.04%
276VANGUARD WORLD FD9219107338,150$759,4990.04%
277CORTEVA INCCTVA12,941$746,3030.04%
278CALIFORNIA BANCORP INCBCAL33,698$741,3560.04%
279LOCKHEED MARTIN CORPLMT1,624$738,7090.04%
280ALLEGION PLCALLE5,355$721,3720.04%
281ZOETIS INCZTS4,257$720,3450.04%
282INVESCO EXCH TRD SLF IDX FDIVZ32,225$717,0060.04%
283IMMUNOCORE HLDGS PLCIMCR11,030$716,9500.04%
284ISHARES TR46435U66317,613$709,2760.04%
285PALO ALTO NETWORKS INCPANW2,470$701,8010.04%
286GLOBAL X FDS37954Y81425,087$698,9240.04%
287TOTALENERGIES SETTE10,023$697,8880.04%
288FIRST TR EXCHANGE-TRADED FD33733E2034,521$695,1940.04%
289NOVAGOLD RES INC66987E206230,281$690,8430.04%
290ONEOK INC NEWOKE8,570$687,0570.04%
291FACTSET RESH SYS INC3030751051,509$685,7260.04%
292COCA COLA COKO10,836$667,9640.04%
293HILTON WORLDWIDE HLDGS INCHLT3,074$655,7150.03%
294MORGAN STANLEYMS-PQ6,951$654,5400.03%
295SELECT SECTOR SPDR TR81369Y86016,481$651,4840.03%
296BRISTOL-MYERS SQUIBB COCELG-RI11,989$650,1530.03%
297CELANESE CORP DELCE3,764$646,8860.03%
298VERISK ANALYTICS INCVRSK2,743$646,6070.03%
299PHILLIPS 66PSX3,936$642,8590.03%
300ISHARES TR46435GAA026,838$640,0840.03%
301DIAGEO PLCDGEAF4,235$636,5940.03%
302VERALTO CORPVLTO7,143$633,9410.03%
303AUTOMATIC DATA PROCESSING INADP2,517$632,1980.03%
304UNILEVER PLCUNLYF12,521$628,4250.03%
305ISHARES TR46434V6969,890$626,1360.03%
306SUNCOR ENERGY INC NEWSU16,934$625,0300.03%
307ISHARES TR46428734114,388$617,9680.03%
308VANGUARD INDEX FDS9229086292,466$616,0900.03%
309EMCOR GROUP INCEME1,750$612,8500.03%
310WISDOMTREE TRWT5,628$610,6380.03%
311FORD MTR CO DEL34537086045,891$609,4300.03%
312SCHWAB CHARLES CORPSCHW-PJ8,341$603,4090.03%
313PARKER-HANNIFIN CORPPH1,067$592,8580.03%
314FIDELITY COVINGTON TRUST3160922047,178$592,0560.03%
315VERIZON COMMUNICATIONS INCVZ14,109$592,0070.03%
316ADAPTIVE BIOTECHNOLOGIES CORADTI183,786$589,9530.03%
317PUBLIC STORAGEPSA-PS2,033$589,6920.03%
318MICRON TECHNOLOGY INCMU4,989$588,7270.03%
319QUANTA SVCS INC74762E1022,234$580,3970.03%
320ISHARES TR4642878795,608$576,3180.03%
3213M COMMM5,407$573,5440.03%
322ISHARES TR46428779611,608$573,4130.03%
323TE CONNECTIVITY LTDTEL3,946$573,1610.03%
324GARTNER INCIT1,202$572,9570.03%
325MONDELEZ INTL INC6092071058,111$571,2320.03%
326BLACKROCK ETF TRUST IIBLK10,792$566,1740.03%
327SPDR SER TR78464A8058,730$560,0300.03%
328INVESCO EXCH TRADED FD TR IIIVZ3,051$557,3870.03%
329HERSHEY COHSY2,842$552,8530.03%
330EXCHANGE TRADED CONCEPTS TRU30150588917,648$552,5590.03%
331ISHARES TR4642872756,539$550,1910.03%
332FORTINET INCFTNT8,025$548,1880.03%
333ILLINOIS TOOL WKS INC4523081091,994$537,8560.03%
334INVESCO EXCH TRADED FD TR IIIVZ16,278$535,2210.03%
335COINBASE GLOBAL INCCOIN2,010$532,8910.03%
336VANGUARD MUN BD FDS92290774610,485$530,5300.03%
337ISHARES TR46434V80314,935$520,9330.03%
338ISHARES TR46435U51520,504$510,6470.03%
339BLACKSTONE INCBX3,870$508,3390.03%
340ISHARES TR46434V8609,905$502,0780.03%
341ISHARES TR4642875155,846$498,4880.03%
342CHARTER COMMUNICATIONS INC N16119P1081,702$494,6520.03%
343ISHARES TR4642874733,930$492,6000.03%
344ISHARES TR4642886794,430$489,6920.03%
345VANGUARD WORLD FD92204A8012,370$484,5950.03%
346DBX ETF TR23305185311,782$483,6510.03%
347J P MORGAN EXCHANGE TRADED F46641Q8379,576$483,1090.03%
348COGNIZANT TECHNOLOGY SOLUTIOCTSH6,484$475,2280.03%
349SIMPSON MFG INC8290731052,308$473,5550.03%
350LULULEMON ATHLETICA INCLULU1,207$471,5150.03%
351UBER TECHNOLOGIES INCUBER6,103$469,8700.02%
352ISHARES TR46436E20520,287$462,9540.02%
353ISHARES TR4642886209,070$460,4840.02%
354GLOBAL X FDS37954Y83010,850$460,3660.02%
355TRAVELERS COMPANIES INCTRV1,984$456,5980.02%
356ISHARES TR46434VBD118,252$452,8250.02%
357GENERAL DYNAMICS CORPGD1,602$452,5490.02%
358NEWMONT CORPNEMCL12,514$448,5020.02%
359ISHARES TR46428868713,807$445,0000.02%
360KRANESHARES TRUST50076785021,929$444,1850.02%
361MEDTRONIC PLCMDT5,020$440,9570.02%
362ISHARES INC46428610317,705$436,6050.02%
363ISHARES SILVER TRSLV19,150$435,6630.02%
364VANGUARD WHITEHALL FDS9219464063,564$431,2100.02%
365WP CAREY INC92936U1097,518$430,8960.02%
366MONGODB INCMDB1,200$430,3680.02%
367ISHARES INC46434G8226,025$429,8930.02%
368SPDR SER TR78464A8704,492$426,2230.02%
369ISHARES TR4642876064,586$418,4730.02%
370SHELL PLCRYDAF6,218$416,8420.02%
371SCHWAB STRATEGIC TR80852488811,617$415,8890.02%
372MPLX LPMPLXP10,000$415,6000.02%
373INMODE LTDINMD19,118$413,1400.02%
374PROSHARES TR74348A4674,048$410,5080.02%
375HEALTHPEAK PROPERTIES INCDOC21,850$409,6880.02%
376FIDELITY COVINGTON TRUST31609240215,819$409,2380.02%
377FIRST TR EXCHANGE-TRADED FD33733E3021,994$408,9490.02%
378FASTENAL COFAST5,293$408,3020.02%
379ISHARES TR46435U7139,370$406,2650.02%
380AT&T INCT-PC23,013$405,0270.02%
381GILEAD SCIENCES INCGILD5,502$402,9890.02%
382UNITED RENTALS INCURI558$402,3790.02%
383ARCH CAP GROUP LTDG0450A1054,331$400,3580.02%
384SUPER MICRO COMPUTER INCSMCI395$398,9620.02%
385FTI CONSULTING INCFCN1,857$390,5090.02%
386PETROLEO BRASILEIRO SA PETRO71654V40825,550$388,6160.02%
387FIDELITY NATIONAL FINANCIALFNF7,260$385,5060.02%
388AIR PRODS & CHEMS INCAIIR1,577$384,8510.02%
389DATADOG INCDDOG3,078$380,4410.02%
390ILLUMINA INCILMN2,758$378,7290.02%
391AMERICAN WTR WKS CO INC NEW0304201033,094$378,1180.02%
392VENTAS INCVTR8,536$375,4990.02%
393DUN & BRADSTREET HLDGS INC26484T10636,942$370,8980.02%
394FIRST TR EXCHANGE TRADED FD33734X1923,879$370,8040.02%
395ISHARES TR4642876891,218$365,3470.02%
396DIMENSIONAL ETF TRUST25434V5005,841$364,1280.02%
397FIRST TR EXCHNG TRADED FD VI33740F43310,880$362,9570.02%
398ISHARES TR46435G4178,378$359,3740.02%
399MANULIFE FINL CORP56501R10614,319$357,8250.02%
400PRIMERICA INCPRI1,411$356,9270.02%
401DEERE & CODE858$353,4870.02%
402CONSTELLATION BRANDS INCSTZ1,295$351,9400.02%
403FIDELITY COVINGTON TRUST3160928816,657$348,6270.02%
404NOVARTIS AGNVSEF3,409$342,1800.02%
405MARTIN MARIETTA MATLS INC573284106555$340,7370.02%
406BLOCK INCBSQKZ4,026$340,5190.02%
407SCHWAB STRATEGIC TR8085248058,651$337,5480.02%
408PHILIP MORRIS INTL INC7181721093,613$335,7660.02%
409ISHARES TR4642886533,192$335,2140.02%
410PPG INDS INC6935061072,274$329,5030.02%
411TEXAS INSTRS INC8825081041,871$325,9470.02%
412VANGUARD INDEX FDS9229086521,849$324,0740.02%
413ALTRIA GROUP INCMO7,256$323,6180.02%
414VANGUARD CHARLOTTE FDS92203J4076,458$317,6890.02%
415AMPHENOL CORP NEW0320951012,736$316,1320.02%
416KNIGHT-SWIFT TRANSN HLDGS IN4990491045,699$313,5590.02%
417CROWDSTRIKE HLDGS INCCRWD964$309,0490.02%
418WATTS WATER TECHNOLOGIES INCWTS1,447$307,5600.02%
419INVESCO EXCH TRD SLF IDX FDIVZ15,275$306,5690.02%
420INVESCO EXCH TRD SLF IDX FDIVZ15,850$304,4790.02%
421INVESCO EXCH TRD SLF IDX FDIVZ15,775$304,3000.02%
422AMERICAN CENTY ETF TR0250728024,595$302,6210.02%
423SEMPRASREA4,104$297,3350.02%
424ECHOSTAR CORPSATS20,699$294,9610.02%
425DUKE ENERGY CORP NEWDUKB3,031$293,1070.02%
426BP PLCBPPFF7,761$292,4340.02%
427FIRST TR EXCHANGE-TRADED FD33739Q2006,048$291,8160.02%
428INDIA FD INC45408910314,200$290,6740.02%
429INTUITIVE SURGICAL INCISRG727$290,1380.02%
430ACUSHNET HLDGS CORPGOLF4,344$286,4870.02%
431WISDOMTREE TRWT8,184$284,9670.02%
432NORFOLK SOUTHN CORP6558441081,118$284,9450.02%
433ISHARES TR46435G1023,562$284,3740.02%
434GE HEALTHCARE TECHNOLOGIES IGEHC3,106$282,3810.01%
435KINDER MORGAN INC DELEP-PC15,337$281,2890.01%
436CHUBB LIMITEDCB1,071$278,4490.01%
437INVESCO EXCH TRADED FD TR IIIVZ4,200$276,6540.01%
438SOUTHERN COSOMN3,845$275,8550.01%
439LIVEONE INCLVO140,718$274,4000.01%
440WEC ENERGY GROUP INCWEC3,259$267,6290.01%
441PACCAR INCPCAR2,154$266,8590.01%
442CHURCH & DWIGHT CO INCCHD2,513$262,1310.01%
443CORVEL CORPCRVL991$260,5930.01%
444NUSHARES ETF TRNU8,367$259,9630.01%
445FREEPORT-MCMORAN INCFCX5,524$259,7600.01%
446ISHARES TR4642876301,635$259,6660.01%
447ISHARES TR4642882083,560$259,2750.01%
448DOMINOS PIZZA INCDPZ520$258,3780.01%
449WEYERHAEUSER CO MTN BEWY7,144$256,5410.01%
450DIMENSIONAL ETF TRUST25434V7659,396$253,1250.01%
451ISHARES TR46435G3263,768$252,9440.01%
452ROYAL BK CDA7800871022,498$251,9980.01%
453SYSCO CORPSYY3,080$250,0340.01%
454DIAMONDBACK ENERGY INCFANG1,239$245,5480.01%
455SCHWAB STRATEGIC TR80852484712,065$244,9200.01%
456SCHWAB STRATEGIC TR8085247973,031$244,3770.01%
457SERVICENOW INCNOW317$241,6810.01%
458ISHARES TR4642877052,029$240,0020.01%
459VANECK ETF TRUST92189F7261,432$238,1850.01%
460DIMENSIONAL ETF TRUST25434V8317,532$238,1010.01%
461ISHARES TR4642882572,145$236,2290.01%
462TORO COTORO2,484$228,5030.01%
463KADANT INCKAI695$228,0300.01%
464ISHARES TR4642875561,658$227,4640.01%
465LANDSTAR SYS INCLSTR1,180$227,4420.01%
466GRACO INCGGG2,418$225,9860.01%
467ALBEMARLE CORPALB-PA1,700$224,6550.01%
468SCHLUMBERGER LTDSLB4,079$223,6480.01%
469UFP INDUSTRIES INCUFPI1,815$223,2560.01%
470PRINCIPAL FINANCIAL GROUP INPFG2,564$221,2990.01%
471ISHARES TR46429B7472,179$216,6580.01%
472PROGRESSIVE CORP7433151031,046$216,3450.01%
473LAUDER ESTEE COS INC5184391041,398$215,5090.01%
474TORONTO DOMINION BK ONTTORO3,558$214,8300.01%
475NXP SEMICONDUCTORS N VNXPI862$214,4520.01%
476ISHARES TR4642878871,640$214,3970.01%
477SPDR SER TR78464A6568,292$212,4410.01%
478OREILLY AUTOMOTIVE INC67103H107185$208,8430.01%
479SIXTH STREET SPECIALTY LENDITSLX9,700$207,8710.01%
480HALLIBURTON COHAL5,270$207,7300.01%
481ROCKWELL AUTOMATION INCROK703$204,8050.01%
482MICROSTRATEGY INCSTRK120$204,5470.01%
483EPR PPTYS26884U1094,700$200,8550.01%
484BLOOM ENERGY CORPBE16,530$185,7970.01%
485RE MAX HLDGS INCRMAX17,969$157,5880.01%
486E2OPEN PARENT HOLDINGS INC29788T10325,000$111,0000.01%
487ENERFLEX LTDEFXT10,625$61,9290.00%
488ATAI LIFE SCIENCES NVN0731H10316,721$32,9400.00%
489LLOYDS BANKING GROUP PLCLLOBF10,076$26,0960.00%
490EZGO TECHNOLOGIES LTDEZGO60,000$3,9540.00%