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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 2024 · Filed May 15, 2024 · Accession 0001172661-24-002459

Total Value
$17.00B
Positions
2,250
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY5,704,200$2.98B18.25%
2SPDR S&P 500 ETF TRSPY4,540,000$2.37B14.52%
3SPDR S&P 500 ETF TRSPY2,047,815$1.07B6.57%
4INVESCO EXCH TRD SLF IDX FDIVZ45,069,234$931.9M5.70%
5INVESCO EXCH TRD SLF IDX FDIVZ35,208,351$744.2M4.55%
6INVESCO EXCH TRD SLF IDX FDIVZ24,865,351$503.9M3.08%
7APPLE INCAAPL2,404,188$412.3M2.52%
8MICROSOFT CORPMSFT734,820$309.2M1.89%
9FIDELITY COVINGTON TRUST3160928081,794,039$279.6M1.71%
10ISHARES TR4642873092,504,806$211.5M1.29%
11NVIDIA CORPORATIONNVDA225,813$204.0M1.25%
12FIDELITY COVINGTON TRUST3160925012,266,122$134.6M0.82%
13AMAZON COM INCAMZN716,825$129.3M0.79%
14FIDELITY COVINGTON TRUST3160926001,850,467$129.1M0.79%
15ISHARES TR464287408594,375$111.0M0.68%
16VANGUARD INDEX FDS922908363220,865$106.2M0.65%
17FIDELITY COVINGTON TRUST3160922041,228,010$101.3M0.62%
18ISHARES TR464287200187,078$98.4M0.60%
19FIDELITY COVINGTON TRUST3160927091,432,767$97.2M0.59%
20INVESCO EXCH TRD SLF IDX FDIVZ4,588,988$92.1M0.56%
21FIDELITY COVINGTON TRUST3160928731,797,472$89.1M0.54%
22VANGUARD INDEX FDS922908769340,464$88.5M0.54%
23APPLE INCAAPL496,000$85.1M0.52%
24ISHARES TR464287226850,409$83.3M0.51%
25INVESCO QQQ TRIVZ171,455$76.2M0.47%
26ALPHABET INCGOOG472,724$71.3M0.44%
27MICROSOFT CORPMSFT162,700$68.5M0.42%
28BERKSHIRE HATHAWAY INC DELBRK-A157,269$66.1M0.40%
29ALPHABET INCGOOG402,375$61.3M0.37%
30ABBVIE INCABBV332,129$60.5M0.37%
31FIDELITY COVINGTON TRUST3160923031,172,074$55.8M0.34%
32UNITEDHEALTH GROUP INCUNH110,987$54.9M0.34%
33VANGUARD TAX-MANAGED FDS9219438581,052,905$52.8M0.32%
34ISHARES TR464287614146,568$49.4M0.30%
35HOME DEPOT INCHD127,553$48.9M0.30%
36META PLATFORMS INCMETA99,544$48.3M0.30%
37JPMORGAN CHASE & COVYLD232,683$46.6M0.29%
38ALTRIA GROUP INCMO1,038,755$46.3M0.28%
39SELECT SECTOR SPDR TR81369Y803216,572$45.1M0.28%
40ISHARES TR464287606479,987$43.8M0.27%
41FIDELITY COVINGTON TRUST3160924021,647,227$42.6M0.26%
42NVIDIA CORPORATIONNVDA46,782$42.3M0.26%
43ESSEX PPTY TR INC297178105170,153$42.1M0.26%
44ISHARES TR464287705345,653$40.9M0.25%
45ADOBE INCADBE79,375$40.1M0.24%
46BROADCOM INCAVGO29,618$39.3M0.24%
47TESLA INCTSLA217,901$38.3M0.23%
48DISNEY WALT CO254687106301,752$36.9M0.23%
49EXXON MOBIL CORPXOM317,358$36.9M0.23%
50INVESCO QQQ TRIVZ81,900$36.4M0.22%
51PALO ALTO NETWORKS INCPANW126,160$35.8M0.22%
52GOLDMAN SACHS GROUP INCGSCE84,816$35.4M0.22%
53JOHNSON & JOHNSONJNJ212,840$33.7M0.21%
54ISHARES TR464287457403,144$33.0M0.20%
55VISA INCV115,643$32.3M0.20%
56ISHARES TR464287150279,198$32.2M0.20%
57TARGET CORPTGT177,712$31.5M0.19%
58NETFLIX INCNFLX51,235$31.1M0.19%
59ELI LILLY & COLLY39,801$31.0M0.19%
60VANGUARD WORLD FD92204A70256,496$29.6M0.18%
61BLACKSTONE INCBX222,660$29.3M0.18%
62SELECT SECTOR SPDR TR81369Y605682,612$28.8M0.18%
63VANGUARD INDEX FDS922908652163,883$28.7M0.18%
64VANGUARD SCOTTSDALE FDS92206C664334,088$28.4M0.17%
65SPDR S&P 500 ETF TRSPY52,200$27.3M0.17%
66ADVANCED MICRO DEVICES INCAMD150,381$27.1M0.17%
67NVIDIA CORPORATIONNVDA30,000$27.1M0.17%
68VANGUARD INTL EQUITY INDEX F922042742236,776$26.2M0.16%
69FIDELITY COVINGTON TRUST316092857986,710$25.7M0.16%
70MASTERCARD INCORPORATEDMA53,419$25.7M0.16%
71FIDELITY COVINGTON TRUST316092881491,164$25.7M0.16%
72VANGUARD WHITEHALL FDS921946406203,720$24.6M0.15%
73SPDR S&P 500 ETF TRSPY46,940$24.6M0.15%
74COSTCO WHSL CORP NEW22160K10533,499$24.5M0.15%
75SCHWAB CHARLES CORPSCHW-PJ338,525$24.5M0.15%
76ISHARES TR46434VBG4976,835$24.5M0.15%
77SELECT SECTOR SPDR TR81369Y852295,594$24.1M0.15%
78MCKESSON CORPMCK44,640$24.0M0.15%
79DANAHER CORPORATION23585110293,504$23.4M0.14%
80PROCTER AND GAMBLE CO742718109144,062$23.4M0.14%
81VANGUARD MUN BD FDS922907746450,655$22.8M0.14%
82MICROSOFT CORPMSFT53,560$22.5M0.14%
83TAIWAN SEMICONDUCTOR MFG LTD874039100162,644$22.2M0.14%
84FIDELITY COVINGTON TRUST316092865507,775$21.5M0.13%
85APPLIED MATLS INC038222105103,108$21.3M0.13%
86SELECT SECTOR SPDR TR81369Y407114,906$21.1M0.13%
87ANALOG DEVICES INCADI104,844$20.7M0.13%
88GLOBAL X FDS37954Y6571,024,839$20.7M0.13%
89ISHARES TR464288257183,851$20.2M0.12%
90INVESCO EXCH TRADED FD TR IIIVZ307,132$20.2M0.12%
91RBB FD INC74933W452402,000$20.1M0.12%
92HUNT J B TRANS SVCS INC44565810798,161$19.6M0.12%
93NOVO-NORDISK A SNONOF146,180$18.9M0.12%
94INTUITINTU28,894$18.8M0.11%
95CONSTELLATION BRANDS INCSTZ68,680$18.7M0.11%
96ISHARES TR46434VBD1749,750$18.6M0.11%
97ISHARES TR464287879178,830$18.4M0.11%
98AMERICAN TOWER CORP NEW03027X10092,437$18.3M0.11%
99NIKE INCNKE193,069$18.2M0.11%
100ISHARES TR464287887137,677$18.0M0.11%
101ISHARES TR46436E486869,085$17.8M0.11%
102LOCKHEED MARTIN CORPLMT39,041$17.8M0.11%
103LAM RESEARCH CORPLRCX17,739$17.3M0.11%
104VANGUARD INDEX FDS92290862967,717$16.9M0.10%
105VANGUARD SPECIALIZED FUNDS92190884492,380$16.9M0.10%
106ISHARES TR46428765579,301$16.7M0.10%
107ISHARES TR464287804147,300$16.3M0.10%
108ACCENTURE PLC IRELANDACN46,407$16.1M0.10%
109GOLDMAN SACHS ETF TRNVGLF154,387$16.0M0.10%
110AMERICAN EXPRESS COAXP70,275$16.0M0.10%
111ABBOTT LABSABLZF138,179$15.7M0.10%
112QUALCOMM INCQCOM92,682$15.7M0.10%
113WALMART INCWMT259,372$15.7M0.10%
114VANGUARD INTL EQUITY INDEX F922042775265,731$15.6M0.10%
115EATON CORP PLCETN49,606$15.5M0.09%
116ILLINOIS TOOL WKS INC45230810957,439$15.5M0.09%
117INVESCO EXCHANGE TRADED FD TIVZ255,387$15.4M0.09%
118ISHARES TR46435GAA0646,450$15.4M0.09%
119ISHARES TR464288414142,003$15.3M0.09%
120APPLE INCAAPL88,992$15.3M0.09%
121DEERE & CODE36,964$15.2M0.09%
122VANGUARD BD INDEX FDS921937835208,434$15.1M0.09%
123NUSHARES ETF TRNU193,714$14.8M0.09%
124SPDR S&P MIDCAP 400 ETF TRMDY25,702$14.3M0.09%
125SERVICENOW INCNOW18,779$14.3M0.09%
126SCHWAB STRATEGIC TR808524805365,493$14.3M0.09%
127VERIZON COMMUNICATIONS INCVZ339,409$14.2M0.09%
128PEPSICO INCPEP80,665$14.2M0.09%
129VANECK ETF TRUST92189F437487,489$14.1M0.09%
130CATERPILLAR INCCAT38,056$13.9M0.09%
131ISHARES TR46435UAA9583,671$13.9M0.08%
132AMGEN INCAMGN48,739$13.9M0.08%
133MERCK & CO INCMRK101,463$13.5M0.08%
134CHEVRON CORP NEWCVX83,216$13.1M0.08%
135TEXAS INSTRS INC88250810474,634$13.0M0.08%
136ORACLE CORPORCL-PD102,639$12.9M0.08%
137THERMO FISHER SCIENTIFIC INCTMO21,939$12.8M0.08%
138VANECK ETF TRUST92189F67655,917$12.6M0.08%
139COCA COLA COKO200,278$12.3M0.08%
140VANGUARD INDEX FDS92290875153,895$12.3M0.08%
141ISHARES TR46429B697147,171$12.3M0.08%
142LINDE PLCLIN26,463$12.3M0.08%
143ISHARES TR464288240228,606$12.2M0.07%
144RTX CORPORATIONRTX121,508$11.9M0.07%
145TESLA INCTSLA67,100$11.8M0.07%
146VANGUARD WORLD FD92204A405115,074$11.8M0.07%
147RBB FD INC74933W411234,181$11.7M0.07%
148VANGUARD WORLD FD92204A50443,033$11.6M0.07%
149GENERAL DYNAMICS CORPGD40,522$11.4M0.07%
150INTUITIVE SURGICAL INCISRG28,664$11.4M0.07%
151LITHIA MTRS INC53679710338,011$11.4M0.07%
152ARISTA NETWORKS INCANET39,274$11.4M0.07%
153COLGATE PALMOLIVE COCL126,099$11.4M0.07%
154CISCO SYS INCCSCO225,716$11.3M0.07%
155MEDTRONIC PLCMDT128,157$11.3M0.07%
156HILTON WORLDWIDE HLDGS INCHLT51,437$11.0M0.07%
157TJX COS INC NEW872540109107,327$10.9M0.07%
158STARBUCKS CORPSBUX118,651$10.8M0.07%
159CORNING INCGLW328,251$10.8M0.07%
160ISHARES TR46428765551,400$10.8M0.07%
161INVESCO EXCH TRD SLF IDX FDIVZ431,015$10.7M0.07%
162INTERNATIONAL BUSINESS MACHSINTR55,467$10.6M0.06%
163SCHWAB STRATEGIC TR808524102171,758$10.5M0.06%
164ISHARES TR464289883283,701$10.4M0.06%
165INVESCO EXCH TRD SLF IDX FDIVZ508,548$10.4M0.06%
166ISHARES TR46428768934,534$10.4M0.06%
167S&P GLOBAL INCSPGI24,314$10.3M0.06%
168UNITED PARCEL SERVICE INCUPS69,339$10.3M0.06%
169KINDER MORGAN INC DELEP-PC561,887$10.3M0.06%
170AMAZON COM INCAMZN57,100$10.3M0.06%
171UNION PAC CORPUNP41,755$10.3M0.06%
172BOOKING HOLDINGS INCBKNG2,823$10.2M0.06%
173RBB FD INC74933W395202,713$10.2M0.06%
174BLACKROCK INCBLK12,043$10.0M0.06%
175ISHARES TR464287499117,191$9.9M0.06%
176INVESCO EXCHANGE TRADED FD TIVZ57,814$9.8M0.06%
177STRYKER CORPORATIONSYK27,090$9.7M0.06%
178MICRON TECHNOLOGY INCMU81,132$9.6M0.06%
179INVESCO EXCH TRD SLF IDX FDIVZ496,098$9.6M0.06%
180BANK AMERICA CORP060505104250,193$9.5M0.06%
181ISHARES TR464287515110,361$9.4M0.06%
182ALTRIA GROUP INCMO215,100$9.4M0.06%
183ISHARES TR46436E866400,251$9.3M0.06%
184NEXTERA ENERGY INCNEE-PW144,625$9.2M0.06%
185ISHARES TR46428759851,449$9.2M0.06%
186CAPITAL ONE FINL CORP14040H10561,583$9.2M0.06%
187SELECT SECTOR SPDR TR81369Y70471,845$9.0M0.06%
188VANGUARD WORLD FD92204A10828,417$9.0M0.06%
189TRAVELERS COMPANIES INCTRV39,128$9.0M0.06%
190BRISTOL-MYERS SQUIBB COCELG-RI165,220$9.0M0.05%
191VANGUARD INDEX FDS922908553103,526$9.0M0.05%
192ISHARES TR46432F39647,411$8.9M0.05%
193APPLE INCAAPL51,648$8.9M0.05%
194SALESFORCE INCCRM29,311$8.8M0.05%
195ISHARES TR46436E874365,018$8.7M0.05%
196MICRON TECHNOLOGY INCMU73,913$8.7M0.05%
197MODERNA INCMRNA81,819$8.7M0.05%
198MARATHON OIL CORPMARA307,382$8.7M0.05%
199VANGUARD WORLD FD92204A60335,639$8.7M0.05%
200DEXCOM INCDXCM60,894$8.4M0.05%
201ISHARES TR46428716868,110$8.4M0.05%
202SYNOPSYS INCSNPS14,603$8.3M0.05%
203SPDR GOLD TRGLD40,550$8.3M0.05%
204SPDR SER TR78464A292237,422$8.3M0.05%
205MCDONALDS CORPMCD29,218$8.2M0.05%
206SPDR S&P 500 ETF TRSPY15,700$8.2M0.05%
207UNITEDHEALTH GROUP INCUNH16,600$8.2M0.05%
208ISHARES TR464287507135,162$8.2M0.05%
209LAUDER ESTEE COS INC51843910452,621$8.1M0.05%
210MONOLITHIC PWR SYS INC60983910511,924$8.1M0.05%
211BROADCOM INCAVGO6,100$8.1M0.05%
212KEYSIGHT TECHNOLOGIES INCKEYS51,341$8.0M0.05%
213INVESCO EXCHANGE TRADED FD TIVZ47,366$8.0M0.05%
214L3HARRIS TECHNOLOGIES INCLHX37,445$8.0M0.05%
215ISHARES TR46428772157,841$7.8M0.05%
216FIDELITY COVINGTON TRUST316092824137,944$7.7M0.05%
217QORVO INCQRVO67,390$7.7M0.05%
218BOEING COBA-PA40,088$7.7M0.05%
219ZOETIS INCZTS45,646$7.7M0.05%
220WEYERHAEUSER CO MTN BEWY214,452$7.7M0.05%
221SPDR S&P 500 ETF TRSPY14,700$7.7M0.05%
222INTUITIVE SURGICAL INCISRG18,998$7.6M0.05%
223VANGUARD WORLD FD92204A88457,362$7.5M0.05%
224SEMPRASREA103,890$7.5M0.05%
225SOUTHWEST AIRLS CO844741108256,721$7.5M0.05%
226ROPER TECHNOLOGIES INCROP13,280$7.4M0.05%
227CHARTER COMMUNICATIONS INC N16119P10825,400$7.4M0.05%
228ISHARES TR46428762225,533$7.4M0.04%
229VANGUARD INDEX FDS92290874445,078$7.3M0.04%
230ISHARES TR46428720013,951$7.3M0.04%
231NUSHARES ETF TRNU184,988$7.2M0.04%
232SELECT SECTOR SPDR TR81369Y20948,656$7.2M0.04%
233ISHARES TR46432F33943,326$7.1M0.04%
234ELECTRONIC ARTS INCEA53,602$7.1M0.04%
235AMGEN INCAMGN24,986$7.1M0.04%
236T-MOBILE US INCTMUSZ42,987$7.0M0.04%
237MARSH & MCLENNAN COS INC57174810233,563$6.9M0.04%
238ISHARES TR46436E858304,395$6.9M0.04%
239CLEANSPARK INCCLSKW323,864$6.9M0.04%
240PROSHARES TR74347R10788,249$6.8M0.04%
241CANADIAN NATL RY CO13637510250,180$6.6M0.04%
242VANGUARD WORLD FD92204A20732,340$6.6M0.04%
243WELLS FARGO CO NEW949746101112,371$6.5M0.04%
244RBB FD INC74933W429129,382$6.5M0.04%
245ISHARES TR46428746581,134$6.5M0.04%
246J P MORGAN EXCHANGE TRADED F46641Q837128,194$6.5M0.04%
247SOUTHERN COSOMN88,957$6.4M0.04%
248SHERWIN WILLIAMS COSHW18,290$6.4M0.04%
249BERKSHIRE HATHAWAY INC DELBRK-A10$6.3M0.04%
250GENERAL ELECTRIC CO36960430135,797$6.3M0.04%
251ISHARES TR46434V738108,103$6.3M0.04%
252LULULEMON ATHLETICA INCLULU16,005$6.3M0.04%
253INTERCONTINENTAL EXCHANGE IN45866F10445,488$6.3M0.04%
254INVESCO EXCHANGE TRADED FD TIVZ162,480$6.3M0.04%
255ISHARES TR464288521115,669$6.2M0.04%
256PFIZER INCPFE222,094$6.2M0.04%
257SPDR DOW JONES INDL AVERAGE78467X10915,423$6.1M0.04%
258VANECK ETF TRUST92189F106190,997$6.0M0.04%
259LATTICE STRATEGIES TR518416102214,015$6.0M0.04%
260VANGUARD WORLD FD92204A80128,959$5.9M0.04%
261NUVEEN NEW YORK AMT QLT MUNINU542,186$5.9M0.04%
262ETSY INCETSY85,696$5.9M0.04%
263MORGAN STANLEYMS-PQ62,151$5.9M0.04%
264CHUBB LIMITEDCB22,466$5.8M0.04%
265INTEL CORPINTC131,925$5.8M0.04%
266MICROSOFT CORPMSFT13,677$5.8M0.04%
267ISHARES TR46429B66352,110$5.7M0.04%
268SPDR S&P 500 ETF TRSPY10,937$5.7M0.04%
269NORTHROP GRUMMAN CORPNOC11,922$5.7M0.03%
270SCHWAB STRATEGIC TR80852450868,335$5.6M0.03%
271ISHARES TR46434V100112,732$5.5M0.03%
272ISHARES TR464288687172,021$5.5M0.03%
273BECTON DICKINSON & COBDX22,284$5.5M0.03%
274SPDR SER TR78464A76341,965$5.5M0.03%
275INVESCO QQQ TRIVZ12,400$5.5M0.03%
276SELECT SECTOR SPDR TR81369Y20937,215$5.5M0.03%
277CVS HEALTH CORPCVS68,173$5.4M0.03%
278HONEYWELL INTL INC43851610626,482$5.4M0.03%
279ISHARES TR46435U515216,001$5.4M0.03%
280INVESCO EXCHANGE TRADED FD TIVZ152,286$5.4M0.03%
281SPDR SER TR78464A63137,875$5.3M0.03%
282VANECK ETF TRUST92189F64359,138$5.3M0.03%
283ISHARES TR46428755638,736$5.3M0.03%
284VANGUARD INDEX FDS92290873615,340$5.3M0.03%
285CONOCOPHILLIPSCOP40,772$5.2M0.03%
286UNITED RENTALS INCURI7,166$5.2M0.03%
287VERTEX PHARMACEUTICALS INCVRTX12,256$5.1M0.03%
288LOWES COS INC54866110720,047$5.1M0.03%
289COMCAST CORP NEWCCZ117,539$5.1M0.03%
290KLA CORPKLAC7,225$5.0M0.03%
291SERVICENOW INCNOW6,600$5.0M0.03%
292ISHARES TR46428748143,780$5.0M0.03%
293JOHNSON & JOHNSONJNJ31,554$5.0M0.03%
294SCHWAB STRATEGIC TR80852420180,252$5.0M0.03%
295GRAYSCALE BITCOIN TR BTCGBTC78,834$5.0M0.03%
296MARVELL TECHNOLOGY INCMRVL70,246$5.0M0.03%
297AUTOMATIC DATA PROCESSING INADP19,807$5.0M0.03%
298PHILIP MORRIS INTL INC71817210952,856$4.9M0.03%
299SELECT SECTOR SPDR TR81369Y50651,528$4.9M0.03%
300ALLSTATE CORPALL-PJ27,925$4.9M0.03%
301ISHARES TR46428767141,354$4.8M0.03%
302SPDR S&P 500 ETF TRSPY9,200$4.8M0.03%
303SCHWAB STRATEGIC TR80852430051,684$4.8M0.03%
304ALPHABET INCGOOG31,700$4.8M0.03%
305ISHARES TR46432F38843,908$4.8M0.03%
306MISSION PRODUCE INCAVO400,015$4.7M0.03%
3073M COMMM44,577$4.7M0.03%
308META PLATFORMS INCMETA9,700$4.7M0.03%
309VERTEX PHARMACEUTICALS INCVRTX11,260$4.7M0.03%
310ENERGY TRANSFER L PET-PI298,233$4.7M0.03%
311NUVEEN NEW YORK QLT MUN INCNU423,114$4.7M0.03%
312CONSOLIDATED EDISON INCED50,847$4.6M0.03%
313MONDELEZ INTL INC60920710565,355$4.6M0.03%
314INVESCO EXCH TRD SLF IDX FDIVZ219,251$4.6M0.03%
315D R HORTON INC23331A10927,902$4.6M0.03%
316ISHARES TR46428747336,114$4.5M0.03%
317SPDR INDEX SHS FDS78463X20286,000$4.5M0.03%
318ISHARES TR46428746556,300$4.5M0.03%
319ASML HOLDING N VASMLF4,584$4.4M0.03%
320SPDR SER TR78464A78984,068$4.4M0.03%
321VANGUARD INTL EQUITY INDEX F922042858104,680$4.4M0.03%
322SNOWFLAKE INCSNOW26,999$4.4M0.03%
323INVESCO EXCH TRD SLF IDX FDIVZ211,871$4.3M0.03%
324ISHARES TR464287234104,903$4.3M0.03%
325ISHARES GOLD TRIAU100,971$4.2M0.03%
326AIRBNB INCABNB25,556$4.2M0.03%
327ISHARES TR46432F37029,585$4.2M0.03%
328CHENIERE ENERGY INCLNG25,833$4.2M0.03%
329LOCKHEED MARTIN CORPLMT9,135$4.2M0.03%
330MERCK & CO INCMRK31,068$4.1M0.03%
331ALPS ETF TR00162Q45284,586$4.0M0.02%
332CHEVRON CORP NEWCVX25,419$4.0M0.02%
333CUMMINS INCCMI13,133$3.9M0.02%
334VANGUARD WORLD FD92204A30629,051$3.8M0.02%
335GLOBAL X FDS37954Y780105,442$3.8M0.02%
336LAM RESEARCH CORPLRCX3,900$3.8M0.02%
337JOHNSON & JOHNSONJNJ23,800$3.8M0.02%
338INTEL CORPINTC85,221$3.8M0.02%
339CHURCH & DWIGHT CO INCCHD35,944$3.7M0.02%
340GENERAL DYNAMICS CORPGD13,072$3.7M0.02%
341AFLAC INCAFL42,846$3.7M0.02%
342VERIZON COMMUNICATIONS INCVZ87,621$3.7M0.02%
343SCHWAB STRATEGIC TR80852460774,420$3.7M0.02%
344ALPHABET INCGOOG24,000$3.7M0.02%
345REAVES UTIL INCOME FD756158101135,273$3.6M0.02%
346J P MORGAN EXCHANGE TRADED F46641Q26699,152$3.6M0.02%
347LADDER CAP CORPLADR317,984$3.6M0.02%
348FIFTH THIRD BANCORPFITBM95,806$3.6M0.02%
349SPDR SER TR78468R66338,597$3.5M0.02%
350PROCTER AND GAMBLE CO74271810921,659$3.5M0.02%
351EMERSON ELEC COEMR30,861$3.5M0.02%
352CHIPOTLE MEXICAN GRILL INCCMG1,203$3.5M0.02%
353EXXON MOBIL CORPXOM29,800$3.5M0.02%
354WISDOMTREE TRWT47,861$3.5M0.02%
355ISHARES TR46435U13573,716$3.5M0.02%
356ISHARES TR46436E528147,744$3.4M0.02%
357VANGUARD WORLD FD92204A87623,769$3.4M0.02%
358FORTIVE CORPFTV38,428$3.3M0.02%
359DELTA AIR LINES INC DELDAL68,996$3.3M0.02%
360SCRIPPS E W CO OHIO811054402839,570$3.3M0.02%
361FEDEX CORPFDX11,335$3.3M0.02%
362HUMANA INCHUM9,457$3.3M0.02%
363WALMART INCWMT53,145$3.2M0.02%
364GRAPHIC PACKAGING HLDG COGPK109,354$3.2M0.02%
365INVESCO EXCH TRD SLF IDX FDIVZ166,433$3.2M0.02%
366GLOBAL X FDS37954Y434280,572$3.2M0.02%
367ISHARES TR46428752314,113$3.2M0.02%
368SPDR SER TR78464A284123,994$3.2M0.02%
369ISHARES TR46432F84242,155$3.1M0.02%
370ISHARES TR46428717629,073$3.1M0.02%
371ALIBABA GROUP HLDG LTDBBAAY43,101$3.1M0.02%
372VANGUARD STAR FDS92190976851,688$3.1M0.02%
373ISHARES TR46436E205136,038$3.1M0.02%
374ISHARES TR46428744032,662$3.1M0.02%
375SUBURBAN PROPANE PARTNERS LSPH149,997$3.1M0.02%
376GILEAD SCIENCES INCGILD41,204$3.0M0.02%
377EOG RES INCEOG23,457$3.0M0.02%
378TARGET CORPTGT16,910$3.0M0.02%
379RIO TINTO PLCRTNTF45,067$3.0M0.02%
380ISHARES TR46428857029,628$3.0M0.02%
381WASTE MGMT INC DEL94106L10913,798$2.9M0.02%
382THE CIGNA GROUP1255231008,095$2.9M0.02%
383AIR PRODS & CHEMS INCAIIR12,005$2.9M0.02%
384NUSHARES ETF TRNU85,152$2.9M0.02%
385NUVEEN PFD & INCOME OPPORTUNNU400,716$2.9M0.02%
386APPLE INCAAPL16,900$2.9M0.02%
387HALLIBURTON COHAL73,116$2.9M0.02%
388ESSENTIAL PPTYS RLTY TR INC29670E107106,785$2.9M0.02%
389AMAZON COM INCAMZN15,920$2.9M0.02%
390ROYAL GOLD INCRGLD23,552$2.9M0.02%
391CBOE GLOBAL MKTS INC12503M10815,600$2.9M0.02%
392AMERIPRISE FINL INC03076C1066,527$2.9M0.02%
393ISHARES TR46436E71828,342$2.9M0.02%
394SCHLUMBERGER LTDSLB51,801$2.9M0.02%
395FIRST TR EXCHANGE-TRADED FD33738R11840,801$2.8M0.02%
396VANGUARD MALVERN FDS92202080559,307$2.8M0.02%
397LYONDELLBASELL INDUSTRIES NLYB27,755$2.8M0.02%
398ISHARES TR46428876021,458$2.8M0.02%
399PPL CORPPPLC101,218$2.8M0.02%
400PARKER-HANNIFIN CORPPH5,033$2.8M0.02%
401NUSHARES ETF TRNU62,437$2.8M0.02%
402CROWDSTRIKE HLDGS INCCRWD8,603$2.8M0.02%
403NVIDIA CORPORATIONNVDA3,004$2.7M0.02%
404COSTCO WHSL CORP NEW22160K1053,700$2.7M0.02%
405NUVEEN AMT FREE QLTY MUN INCNU243,065$2.7M0.02%
406CISCO SYS INCCSCO54,163$2.7M0.02%
407SPDR SER TR78464A50853,732$2.7M0.02%
408ABBVIE INCABBV14,700$2.7M0.02%
409MARATHON PETE CORPMARA13,252$2.7M0.02%
410VANGUARD INDEX FDS92290863711,005$2.6M0.02%
411LUMINAR TECHNOLOGIES INCLAZRQ1,337,702$2.6M0.02%
412ENTERPRISE PRODS PARTNERS L29379210789,968$2.6M0.02%
413ORACLE CORPORCL-PD20,800$2.6M0.02%
414FORD MTR CO DEL345370860195,973$2.6M0.02%
415ECOLAB INCECL11,197$2.6M0.02%
416ISHARES TR46435U168110,777$2.6M0.02%
417STARWOOD PPTY TR INCSTHO124,107$2.6M0.02%
418BONDBLOXX ETF TRUST09789C82053,758$2.6M0.02%
419VANGUARD INDEX FDS9229087699,770$2.5M0.02%
420DUKE ENERGY CORP NEWDUKB25,926$2.5M0.02%
421TESLA INCTSLA14,250$2.5M0.02%
422NUSHARES ETF TRNU60,152$2.5M0.02%
423UNITED PARCEL SERVICE INCUPS16,800$2.5M0.02%
424UBER TECHNOLOGIES INCUBER32,185$2.5M0.02%
425ISHARES INC46434G82234,661$2.5M0.02%
426SELECT SECTOR SPDR TR81369Y50626,100$2.5M0.02%
427PROLOGIS INC.PLDGP18,895$2.5M0.02%
428KIMBERLY-CLARK CORPKMB18,424$2.4M0.01%
429AT&T INCT-PC136,479$2.4M0.01%
430PIMCO ETF TR72201R83323,860$2.4M0.01%
431ISHARES TR46435U69792,307$2.4M0.01%
432GRAINGER W W INC3848021042,342$2.4M0.01%
433AGILENT TECHNOLOGIES INCA16,364$2.4M0.01%
434HOME DEPOT INCHD6,200$2.4M0.01%
435STEM INCSTEM1,075,772$2.4M0.01%
436BONDBLOXX ETF TRUST09789C70558,543$2.4M0.01%
437SPDR SER TR78464A40932,093$2.3M0.01%
438ISHARES TR46428776237,769$2.3M0.01%
439GENERAL MLS INC37033410433,100$2.3M0.01%
440FREEPORT-MCMORAN INCFCX48,710$2.3M0.01%
441MICROCHIP TECHNOLOGY INC.MCHPP25,277$2.3M0.01%
442PPG INDS INC69350610715,629$2.3M0.01%
443PHILLIPS 66PSX13,740$2.2M0.01%
444DUOLINGO INCDUOL10,039$2.2M0.01%
445NUVEEN AMT FREE MUN CR INC FNU181,351$2.2M0.01%
446ISHARES TR46428723453,849$2.2M0.01%
447DUOLINGO INCDUOL10,000$2.2M0.01%
448SCHLUMBERGER LTDSLB39,850$2.2M0.01%
449PIMCO MUN INCOME FD II72200W106256,572$2.2M0.01%
450ESSENTIAL UTILS INC29670G10259,115$2.2M0.01%
451VANGUARD WORLD FD92204A80110,642$2.2M0.01%
452KAYNE ANDERSON ENERGY INFRST486606106216,788$2.2M0.01%
453PFIZER INCPFE78,156$2.2M0.01%
454PIMCO ETF TR72201R81722,539$2.2M0.01%
455INVESCO EXCHNG TRAD SLF INDEIVZ106,781$2.2M0.01%
456SCHWAB STRATEGIC TR80852440928,306$2.2M0.01%
457INVESCO EXCHANGE TRADED FD TIVZ12,600$2.1M0.01%
458MICROSOFT CORPMSFT5,000$2.1M0.01%
459EASTMAN CHEM COEMN20,812$2.1M0.01%
460BLACKROCK MUNIYIELD N Y QUALBLK195,609$2.1M0.01%
461OVINTIV INCOVV39,660$2.1M0.01%
462EXXON MOBIL CORPXOM17,696$2.1M0.01%
463SPDR SER TR78464A69840,702$2.0M0.01%
464ROKU INCROKU31,336$2.0M0.01%
465ONEMAIN HLDGS INCOMF39,931$2.0M0.01%
466AMAZON COM INCAMZN11,305$2.0M0.01%
467FIDELITY COMWLTH TR31591280831,580$2.0M0.01%
468BUNGE GLOBAL SABG19,625$2.0M0.01%
469TERADYNE INCTER17,800$2.0M0.01%
470ARES CAPITAL CORPARCC95,693$2.0M0.01%
471MARRIOTT INTL INC NEW5719032027,891$2.0M0.01%
4723M COMMM18,732$2.0M0.01%
473SYSCO CORPSYY24,416$2.0M0.01%
474J P MORGAN EXCHANGE TRADED F46641Q33234,141$2.0M0.01%
475ETFIS SER TR I26923G82293,315$2.0M0.01%
476AMERICAN TOWER CORP NEW03027X1009,850$1.9M0.01%
477ELI LILLY & COLLY2,500$1.9M0.01%
478INVESCO EXCH TRD SLF IDX FDIVZ92,523$1.9M0.01%
479ISHARES TR46436E72689,797$1.9M0.01%
480EDISON INTL28102010726,722$1.9M0.01%
481SCHWAB CHARLES CORPSCHW-PJ26,400$1.9M0.01%
482PRICE T ROWE GROUP INCTROW15,592$1.9M0.01%
483GLAUKOS CORPGKOS20,100$1.9M0.01%
484HOME DEPOT INCHD4,937$1.9M0.01%
485CDW CORPCDW7,399$1.9M0.01%
486ZIMMER BIOMET HOLDINGS INCZBH14,250$1.9M0.01%
487PIMCO NEW YORK MUN FD II72200Y102252,803$1.9M0.01%
488SELECT SECTOR SPDR TR81369Y60544,725$1.9M0.01%
489CSX CORPCSX50,224$1.9M0.01%
490ELEVANCE HEALTH INCELV3,588$1.9M0.01%
491PIONEER NAT RES CO7237871077,077$1.9M0.01%
492READY CAPITAL CORPRC-PE196,502$1.9M0.01%
493ISHARES TR464288224132,193$1.8M0.01%
494GLOBAL X FDS37954Y85540,082$1.8M0.01%
495RADNET INCRDNT37,191$1.8M0.01%
496OAKTREE SPECIALTY LENDING COOCSL91,711$1.8M0.01%
497ISHARES TR46428763011,340$1.8M0.01%
498PHILIP MORRIS INTL INC71817210919,600$1.8M0.01%
499SPDR SER TR78464A69835,700$1.8M0.01%
500DIMENSIONAL ETF TRUST25434V70856,046$1.8M0.01%