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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 2024 · Filed November 14, 2024 · Accession 0001172661-24-004928

Total Value
$20.06B
Positions
2,469
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY5,925,300$3.40B17.66%
2SPDR S&P 500 ETF TRSPY4,526,200$2.60B13.49%
3SPDR S&P 500 ETF TRSPY2,052,959$1.18B6.12%
4INVESCO EXCH TRD SLF IDX FDIVZ50,850,819$994.6M5.17%
5INVESCO EXCH TRD SLF IDX FDIVZ44,557,485$920.1M4.78%
6APPLE INCAAPL2,833,414$660.2M3.43%
7INVESCO EXCH TRD SLF IDX FDIVZ29,267,136$616.9M3.20%
8MICROSOFT CORPMSFT920,217$396.0M2.06%
9NVIDIA CORPORATIONNVDA3,012,851$365.9M1.90%
10FIDELITY COVINGTON TRUST3160928081,907,060$332.8M1.73%
11ISHARES TR4642873092,087,345$199.9M1.04%
12ISHARES TR464287408964,854$190.2M0.99%
13AMAZON COM INCAMZN859,600$160.2M0.83%
14FIDELITY COVINGTON TRUST3160925012,266,092$144.7M0.75%
15APPLE INCAAPL543,300$126.6M0.66%
16FIDELITY COVINGTON TRUST3160926001,731,172$126.0M0.65%
17FIDELITY COVINGTON TRUST3160922041,356,684$120.0M0.62%
18VANGUARD INDEX FDS922908769396,905$112.4M0.58%
19FIDELITY COVINGTON TRUST3160927091,480,755$106.9M0.56%
20INVESCO QQQ TRIVZ401,129$105.7M0.55%
21INVESCO EXCH TRD SLF IDX FDIVZ5,114,682$105.2M0.55%
22META PLATFORMS INCMETA181,584$103.9M0.54%
23ISHARES TR464287200176,908$102.0M0.53%
24VANGUARD INDEX FDS922908363189,195$99.8M0.52%
25FIDELITY COVINGTON TRUST3160928731,669,848$92.0M0.48%
26ALPHABET INCGOOG520,814$86.4M0.45%
27MICROSOFT CORPMSFT196,500$84.6M0.44%
28BERKSHIRE HATHAWAY INC DELBRK-A173,528$79.9M0.41%
29ALPHABET INCGOOG464,112$77.6M0.40%
30BROADCOM INCAVGO420,751$72.6M0.38%
31UNITEDHEALTH GROUP INCUNH120,602$70.5M0.37%
32SPDR S&P 500 ETF TRSPY119,200$68.4M0.36%
33TESLA INCTSLA254,404$66.6M0.35%
34ABBVIE INCABBV330,924$65.4M0.34%
35ISHARES TR464287226643,783$65.2M0.34%
36ISHARES TR464287614151,266$56.8M0.29%
37FIDELITY COVINGTON TRUST3160923031,107,734$56.5M0.29%
38JPMORGAN CHASE & CO.VYLD266,302$56.2M0.29%
39INVESCO QQQ TRIVZ114,800$55.9M0.29%
40HOME DEPOT INCHD133,437$54.1M0.28%
41NVIDIA CORPORATIONNVDA426,200$51.8M0.27%
42ESSEX PPTY TR INC297178105169,311$50.0M0.26%
43ISHARES TR464287606525,490$48.3M0.25%
44ALTRIA GROUP INCMO927,647$47.3M0.25%
45VANGUARD TAX-MANAGED FDS921943858891,701$47.1M0.24%
46ISHARES TR464287705374,028$46.2M0.24%
47EXXON MOBIL CORPXOM388,002$45.5M0.24%
48VANGUARD WORLD FD92204A70273,979$43.4M0.23%
49ELI LILLY & COLLY48,783$43.2M0.22%
50NETFLIX INCNFLX60,837$43.2M0.22%
51BLACKSTONE INCBX264,958$40.6M0.21%
52DISNEY WALT CO254687106413,343$39.8M0.21%
53FIDELITY COVINGTON TRUST3160924021,615,708$38.9M0.20%
54ADOBE INCADBE74,462$38.6M0.20%
55ISHARES TR464287150304,332$38.2M0.20%
56JOHNSON & JOHNSONJNJ235,345$38.1M0.20%
57INVESCO EXCHANGE TRADED FD TIVZ797,552$37.9M0.20%
58ISHARES TR46434VBD11,497,516$37.6M0.20%
59GOLDMAN SACHS GROUP INCGSCE74,473$36.9M0.19%
60META PLATFORMS INCMETA59,800$34.2M0.18%
61ISHARES TR46435GAA01,407,525$34.2M0.18%
62FIDELITY COVINGTON TRUST3160928571,156,551$34.1M0.18%
63ISHARES TR46435UAA91,385,025$33.8M0.18%
64NVIDIA CORPORATIONNVDA275,100$33.4M0.17%
65PALO ALTO NETWORKS INCPANW94,807$32.4M0.17%
66COSTCO WHSL CORP NEW22160K10536,385$32.3M0.17%
67VISA INCV116,999$32.2M0.17%
68TAIWAN SEMICONDUCTOR MFG LTD874039100182,511$31.7M0.16%
69LITHIA MTRS INC53679710399,226$31.5M0.16%
70VANGUARD INDEX FDS922908652166,628$30.3M0.16%
71SELECT SECTOR SPDR TR81369Y605650,124$29.5M0.15%
72SALESFORCE INCCRM105,780$29.0M0.15%
73SPDR S&P 500 ETF TRSPY49,779$28.6M0.15%
74ADVANCED MICRO DEVICES INCAMD172,446$28.3M0.15%
75MASTERCARD INCORPORATEDMA57,132$28.2M0.15%
76SELECT SECTOR SPDR TR81369Y704205,882$27.9M0.14%
77SELECT SECTOR SPDR TR81369Y803121,005$27.3M0.14%
78RTX CORPORATIONRTX743,163$27.3M0.14%
79FIDELITY COVINGTON TRUST316092865525,975$27.3M0.14%
80FIDELITY COVINGTON TRUST316092881501,603$27.2M0.14%
81MCKESSON CORPMCK54,134$26.8M0.14%
82WALMART INCWMT321,401$26.0M0.13%
83VANGUARD WHITEHALL FDS921946406194,787$25.0M0.13%
84SCHWAB CHARLES CORPSCHW-PJ379,957$24.6M0.13%
85PROCTER AND GAMBLE CO742718109140,078$24.3M0.13%
86ANALOG DEVICES INCADI104,935$24.2M0.13%
87SELECT SECTOR SPDR TR81369Y852266,924$24.1M0.13%
88APPLIED MATLS INC038222105118,392$23.9M0.12%
89TARGET CORPTGT331,692$22.9M0.12%
90MICROSOFT CORPMSFT53,043$22.8M0.12%
91VANGUARD INTL EQUITY INDEX F922042742190,139$22.8M0.12%
92ISHARES TR46434VBG4901,788$22.7M0.12%
93AMERICAN TOWER CORP NEW03027X10097,345$22.6M0.12%
94VANGUARD SCOTTSDALE FDS92206C664253,034$22.6M0.12%
95INVESCO EXCH TRD SLF IDX FDIVZ1,130,377$22.1M0.11%
96INVESCO EXCH TRD SLF IDX FDIVZ1,069,883$22.1M0.11%
97GENERAL DYNAMICS CORPGD72,924$22.0M0.11%
98ISHARES TR464287457264,986$22.0M0.11%
99TESLA INCTSLA83,100$21.7M0.11%
100GLOBAL X FDS37954Y6571,046,138$21.7M0.11%
101LAM RESEARCH CORPLRCX26,392$21.5M0.11%
102APPLE INCAAPL89,619$20.9M0.11%
103ISHARES TR464288257174,433$20.9M0.11%
104ISHARES TR46428765593,300$20.6M0.11%
105NOVO-NORDISK A SNONOF171,439$20.4M0.11%
106CONSTELLATION BRANDS INCSTZ76,619$19.7M0.10%
107INTUITIVE SURGICAL INCISRG39,938$19.6M0.10%
108ISHARES TR46435U515765,310$19.5M0.10%
109ISHARES TR46428765588,067$19.5M0.10%
110SELECT SECTOR SPDR TR81369Y886238,016$19.2M0.10%
111ORACLE CORPORCL-PD112,525$19.2M0.10%
112ISHARES TR464287887137,174$19.1M0.10%
113HUNT J B TRANS SVCS INC445658107110,613$19.1M0.10%
114ISHARES TR464287879176,448$19.0M0.10%
115ACCENTURE PLC IRELANDACN53,123$18.8M0.10%
116VANGUARD MUN BD FDS922907746367,155$18.8M0.10%
117RBB FD INC74933W395358,523$18.4M0.10%
118AMERICAN EXPRESS COAXP67,639$18.3M0.10%
119INVESCO EXCH TRADED FD TR IIIVZ255,301$18.3M0.10%
120VANGUARD INTL EQUITY INDEX F922042775289,931$18.3M0.09%
121VANGUARD INDEX FDS92290862969,150$18.2M0.09%
122SERVICENOW INCNOW20,320$18.2M0.09%
123STRYKER CORPORATIONSYK49,529$17.9M0.09%
124EATON CORP PLCETN53,918$17.9M0.09%
125RBB FD INC74933W452356,243$17.8M0.09%
126VANGUARD SPECIALIZED FUNDS92190884489,419$17.7M0.09%
127NIKE INCNKE198,848$17.6M0.09%
128CATERPILLAR INCCAT44,781$17.5M0.09%
129GOLDMAN SACHS ETF TRNVGLF153,337$17.3M0.09%
130SPDR S&P MIDCAP 400 ETF TRMDY29,158$16.6M0.09%
131INTUITINTU26,747$16.6M0.09%
132INVESCO EXCHANGE TRADED FD TIVZ246,251$16.6M0.09%
133DEERE & CODE39,625$16.5M0.09%
134QUALCOMM INCQCOM96,686$16.4M0.09%
135DANAHER CORPORATION23585110257,639$16.0M0.08%
136ISHARES TR464287804136,913$16.0M0.08%
137VANGUARD WORLD FD92204A405144,912$15.9M0.08%
138SPDR S&P 500 ETF TRSPY27,600$15.8M0.08%
139PALANTIR TECHNOLOGIES INCPLTR422,298$15.7M0.08%
140INTERNATIONAL BUSINESS MACHSINTR70,432$15.6M0.08%
141ISHARES TR46436E486719,912$15.3M0.08%
142RBB FD INC74933W411288,354$15.0M0.08%
143ISHARES TR464288414137,274$14.9M0.08%
144AMAZON COM INCAMZN79,800$14.9M0.08%
145PALANTIR TECHNOLOGIES INCPLTR393,700$14.6M0.08%
146NEXTERA ENERGY INCNEE-PW172,695$14.6M0.08%
147ISHARES TR46434V100289,358$14.6M0.08%
148LOWES COS INC54866110753,852$14.6M0.08%
149ABBOTT LABSABLZF127,797$14.6M0.08%
150INVESCO EXCH TRD SLF IDX FDIVZ765,074$14.4M0.07%
151VANECK ETF TRUST92189F67658,280$14.3M0.07%
152VANGUARD WORLD FD92204A50450,014$14.1M0.07%
153VANGUARD INDEX FDS92290875159,157$14.0M0.07%
154INTUITIVE SURGICAL INCISRG28,544$14.0M0.07%
155CORNING INCGLW309,459$14.0M0.07%
156CULLEN FROST BANKERS INCCFR-PB123,811$13.8M0.07%
157TEXAS PACIFIC LAND CORPORATITPL15,466$13.7M0.07%
158PEPSICO INCPEP80,467$13.7M0.07%
159VANGUARD WORLD FD92204A10839,829$13.6M0.07%
160COMCAST CORP NEWCCZ324,341$13.5M0.07%
161CISCO SYS INCCSCO253,143$13.5M0.07%
162VANGUARD BD INDEX FDS921937835178,725$13.4M0.07%
163COCA COLA COKO186,687$13.4M0.07%
164INSTALLED BLDG PRODS INC45780R10153,880$13.3M0.07%
165MERCK & CO INCMRK116,622$13.2M0.07%
166THERMO FISHER SCIENTIFIC INCTMO21,336$13.2M0.07%
167CHEVRON CORP NEWCVX89,600$13.2M0.07%
168SCHWAB STRATEGIC TR808524805319,981$13.2M0.07%
169ISHARES TR464288240223,893$12.8M0.07%
170TEXAS INSTRS INC88250810461,850$12.8M0.07%
171CONSTELLATION ENERGY CORPCEG48,718$12.7M0.07%
172EDWARDS LIFESCIENCES CORPEW467,694$12.6M0.07%
173BOOKING HOLDINGS INCBKNG2,985$12.6M0.07%
174ARISTA NETWORKS INCANET32,336$12.4M0.06%
175DELTA AIR LINES INC DELDAL244,259$12.4M0.06%
176PERMIAN RESOURCES CORPPR906,482$12.3M0.06%
177TJX COS INC NEW872540109104,144$12.2M0.06%
178NUSHARES ETF TRNU147,498$12.2M0.06%
179VANGUARD WORLD FD92204A60346,721$12.2M0.06%
180UNITEDHEALTH GROUP INCUNH20,400$11.9M0.06%
181AT&T INCT-PC537,527$11.8M0.06%
182COLGATE PALMOLIVE COCL111,204$11.5M0.06%
183FISERV INCFISV64,176$11.5M0.06%
184VANGUARD INDEX FDS922908553118,157$11.5M0.06%
185NUSHARES ETF TRNU275,677$11.5M0.06%
186AMERIPRISE FINL INC03076C10624,342$11.4M0.06%
187STARBUCKS CORPSBUX117,119$11.4M0.06%
188ISHARES TR46429B697124,740$11.4M0.06%
189BLACKROCK INCBLK11,980$11.4M0.06%
190ISHARES TR46428768933,728$11.0M0.06%
191IRON MTN INC DEL46284V10191,432$10.9M0.06%
192BANK AMERICA CORP060505104271,144$10.8M0.06%
193UNION PAC CORPUNP43,517$10.7M0.06%
194SPDR GOLD TRGLD43,857$10.7M0.06%
195KKR & CO INCKKRT81,291$10.6M0.06%
196NVENT ELECTRIC PLCNVT149,908$10.5M0.05%
197INVESCO EXCHANGE TRADED FD TIVZ58,058$10.4M0.05%
198SCHWAB STRATEGIC TR808524102156,051$10.4M0.05%
199ISHARES TR464287499116,274$10.2M0.05%
200BOSTON SCIENTIFIC CORPBSX120,428$10.1M0.05%
201ISHARES TR46428720017,460$10.1M0.05%
202SPDR S&P 500 ETF TRSPY17,400$10.0M0.05%
203VANGUARD WORLD FD92204A88468,563$10.0M0.05%
204UNITED PARCEL SERVICE INCUPS72,980$10.0M0.05%
205TRIMBLE INCTRMB159,477$9.9M0.05%
206NVR INCNVR1,001$9.8M0.05%
207ISHARES TR464287515109,495$9.8M0.05%
208ISHARES TR46428759850,581$9.6M0.05%
209ISHARES TR464287507153,768$9.6M0.05%
210SHERWIN WILLIAMS COSHW25,035$9.6M0.05%
211MCDONALDS CORPMCD31,310$9.5M0.05%
212TYSON FOODS INCTSN158,695$9.5M0.05%
213ALTRIA GROUP INCMO183,700$9.4M0.05%
214WABTEC92974010851,445$9.4M0.05%
215CDW CORPCDW41,187$9.3M0.05%
216VANECK ETF TRUST92189F437312,459$9.2M0.05%
217ISHARES TR46428716867,558$9.1M0.05%
218APPLE INCAAPL38,691$9.0M0.05%
219ISHARES TR46436E866384,646$9.0M0.05%
220ISHARES TR46432F39644,358$9.0M0.05%
221VERIZON COMMUNICATIONS INCVZ199,896$9.0M0.05%
222INVESCO QQQ TRIVZ21,200$9.0M0.05%
223GODADDY INCGDDY56,704$8.9M0.05%
224ALPHABET INCGOOG53,400$8.9M0.05%
225LABCORP HOLDINGS INCLH39,401$8.8M0.05%
226MICRON TECHNOLOGY INCMU84,258$8.7M0.05%
227ISHARES TR46428772157,555$8.7M0.05%
228ISHARES TR46436E205369,696$8.7M0.05%
229MARSH & MCLENNAN COS INC57174810238,921$8.7M0.05%
230EMERSON ELEC COEMR79,321$8.7M0.05%
231CBOE GLOBAL MKTS INC12503M10842,294$8.7M0.05%
232VALERO ENERGY CORPVLO63,901$8.6M0.04%
233RALPH LAUREN CORPRL44,491$8.6M0.04%
234INVESCO EXCH TRD SLF IDX FDIVZ341,090$8.5M0.04%
235ILLINOIS TOOL WKS INC45230810932,179$8.4M0.04%
236MICRON TECHNOLOGY INCMU80,932$8.4M0.04%
237T-MOBILE US INCTMUSZ40,566$8.4M0.04%
238INVESCO EXCHANGE TRADED FD TIVZ46,566$8.3M0.04%
239AMGEN INCAMGN25,594$8.2M0.04%
240SELECT SECTOR SPDR TR81369Y20953,473$8.2M0.04%
241SPDR SER TR78464A292229,242$8.2M0.04%
242EXXON MOBIL CORPXOM69,700$8.2M0.04%
243VANGUARD WORLD FD92204A20737,308$8.2M0.04%
244SYNCHRONY FINANCIALSYF-PB163,024$8.1M0.04%
245FIDELITY COVINGTON TRUST316092824132,510$8.1M0.04%
246STEEL DYNAMICS INCSTLD63,745$8.0M0.04%
247AMGEN INCAMGN24,779$8.0M0.04%
248SPDR S&P 500 ETF TRSPY13,892$8.0M0.04%
249ISHARES TR464289883204,827$7.9M0.04%
250ISHARES TR46436E874326,628$7.8M0.04%
251GE AEROSPACE36960430141,384$7.8M0.04%
252PROSHARES TR74347R10785,918$7.7M0.04%
253NORTHROP GRUMMAN CORPNOC14,594$7.7M0.04%
254ISHARES TR464288687231,586$7.7M0.04%
255BROADCOM INCAVGO44,600$7.7M0.04%
256PFIZER INCPFE263,611$7.6M0.04%
257INVESCO EXCH TRD SLF IDX FDIVZ385,862$7.6M0.04%
258NEWS CORP NEWNWSLL285,731$7.6M0.04%
259SUPER MICRO COMPUTER INCSMCI18,131$7.6M0.04%
260VANECK ETF TRUST92189F106189,297$7.5M0.04%
261ISHARES TR46428762223,958$7.5M0.04%
262CONOCOPHILLIPSCOP70,972$7.5M0.04%
263WESTERN DIGITAL CORP.WDC108,892$7.4M0.04%
264ISHARES TR46432F33941,180$7.4M0.04%
265LATTICE STRATEGIES TR518416102240,528$7.3M0.04%
266ISHARES TR464287234157,400$7.2M0.04%
267WELLS FARGO CO NEW949746101127,521$7.2M0.04%
268CHUBB LIMITEDCB24,854$7.2M0.04%
269MORGAN STANLEYMS-PQ68,457$7.1M0.04%
270ISHARES TR46429B66360,371$7.1M0.04%
271INTERCONTINENTAL EXCHANGE IN45866F10443,808$7.0M0.04%
272RBB FD INC74933W429138,083$7.0M0.04%
273ISHARES TR464288521114,167$7.0M0.04%
274LOCKHEED MARTIN CORPLMT12,022$7.0M0.04%
275J P MORGAN EXCHANGE TRADED F46641Q837136,412$6.9M0.04%
276SOUTHERN COSOMN76,712$6.9M0.04%
277INVESCO EXCHANGE TRADED FD TIVZ168,616$6.9M0.04%
278VANGUARD INDEX FDS92290874439,244$6.9M0.04%
279BRISTOL-MYERS SQUIBB COCELG-RI129,298$6.7M0.03%
280ROPER TECHNOLOGIES INCROP11,898$6.6M0.03%
281LINDE PLCLIN13,781$6.6M0.03%
282ISHARES TR46436E858283,856$6.5M0.03%
283SERVICENOW INCNOW7,300$6.5M0.03%
284PHILIP MORRIS INTL INC71817210953,755$6.5M0.03%
285ISHARES TR46436E71864,602$6.5M0.03%
286ISHARES TR46428746576,892$6.4M0.03%
287SPDR S&P 500 ETF TRSPY11,100$6.4M0.03%
288ARES CAPITAL CORPARCC303,595$6.4M0.03%
289VANECK ETF TRUST92189F64363,162$6.1M0.03%
290PERMIAN RESOURCES CORPPR447,500$6.1M0.03%
291VERTEX PHARMACEUTICALS INCVRTX13,095$6.1M0.03%
292VANGUARD WORLD FD92204A80128,615$6.1M0.03%
293ESSENTIAL PPTYS RLTY TR INC29670E107250,268$6.0M0.03%
294SPDR DOW JONES INDL AVERAGE78467X10913,970$5.9M0.03%
295BOEING COBA-PA38,749$5.9M0.03%
296SPDR SER TR78464A63137,422$5.9M0.03%
297SPDR SER TR78464A76341,356$5.9M0.03%
298VANGUARD INDEX FDS92290873615,216$5.8M0.03%
299KLA CORPKLAC7,506$5.8M0.03%
300AUTOMATIC DATA PROCESSING INADP20,828$5.8M0.03%
301MICROSOFT CORPMSFT13,341$5.7M0.03%
302PHILLIPS 66PSX43,414$5.7M0.03%
303SELECT SECTOR SPDR TR81369Y20936,717$5.7M0.03%
304S&P GLOBAL INCSPGI10,897$5.6M0.03%
305ISHARES GOLD TRIAU112,643$5.6M0.03%
306D R HORTON INC23331A10929,207$5.6M0.03%
307ISHARES TR46434V73891,116$5.6M0.03%
308HONEYWELL INTL INC43851610626,605$5.5M0.03%
309INVESCO EXCHANGE TRADED FD TIVZ141,966$5.4M0.03%
310UNITED RENTALS INCURI6,590$5.3M0.03%
311MARVELL TECHNOLOGY INCMRVL73,892$5.3M0.03%
312LOCKHEED MARTIN CORPLMT9,115$5.3M0.03%
313ISHARES TR46428767139,944$5.3M0.03%
314ALLSTATE CORPALL-PJ27,725$5.3M0.03%
315VERTEX PHARMACEUTICALS INCVRTX11,275$5.2M0.03%
316BECTON DICKINSON & COBDX21,554$5.2M0.03%
317NVIDIA CORPORATIONNVDA42,602$5.2M0.03%
318VANGUARD INTL EQUITY INDEX F922042858107,655$5.2M0.03%
319ISHARES TR46428755635,261$5.1M0.03%
320JOHNSON & JOHNSONJNJ31,575$5.1M0.03%
321INTUITINTU8,200$5.1M0.03%
322MODERNA INCMRNA75,944$5.1M0.03%
323ISHARES TR46428748143,236$5.1M0.03%
324ALPS ETF TR00162Q452107,119$5.0M0.03%
325CONSOLIDATED EDISON INCED47,517$4.9M0.03%
326ISHARES TR46428747337,267$4.9M0.03%
327SPDR INDEX SHS FDS78463X20292,500$4.9M0.03%
328NUVEEN NEW YORK QLT MUN INCNU413,884$4.9M0.03%
329ENERGY TRANSFER L PET-PI301,748$4.8M0.03%
330VANGUARD WORLD FD92204A87627,740$4.8M0.03%
331INVESCO EXCH TRD SLF IDX FDIVZ228,098$4.7M0.02%
332SPDR SER TR78464A78982,857$4.7M0.02%
333ECOLAB INCECL18,060$4.6M0.02%
334ALIBABA GROUP HLDG LTDBBAAY43,314$4.6M0.02%
335REAVES UTIL INCOME FD756158101139,063$4.6M0.02%
336SELECT SECTOR SPDR TR81369Y50651,744$4.5M0.02%
337INVESCO EXCH TRD SLF IDX FDIVZ213,764$4.5M0.02%
338NUVEEN NEW YORK AMT QLT MUNINU400,576$4.5M0.02%
339ISHARES TR46436E528191,607$4.5M0.02%
340MISSION PRODUCE INCAVO349,710$4.5M0.02%
341ALPHABET INCGOOG26,800$4.5M0.02%
3423M COMMM32,748$4.5M0.02%
343CUMMINS INCCMI13,773$4.5M0.02%
344ASML HOLDING N VASMLF5,345$4.5M0.02%
345ORACLE CORPORCL-PD26,100$4.4M0.02%
346SCHWAB STRATEGIC TR80852430042,559$4.4M0.02%
347ISHARES TR46432F38840,490$4.4M0.02%
348VANGUARD WORLD FD92204A30635,961$4.4M0.02%
349AFLAC INCAFL39,278$4.4M0.02%
350CANADIAN NATL RY CO13637510237,237$4.4M0.02%
351WALMART INCWMT53,709$4.3M0.02%
352SCHWAB STRATEGIC TR80852420163,844$4.3M0.02%
353J P MORGAN EXCHANGE TRADED F46641Q266104,301$4.2M0.02%
354VANGUARD INDEX FDS92290863716,009$4.2M0.02%
355ALIBABA GROUP HLDG LTDBBAAY39,400$4.2M0.02%
356CVS HEALTH CORPCVS65,981$4.1M0.02%
357CHENIERE ENERGY INCLNG22,933$4.1M0.02%
358KINDER MORGAN INC DELEP-PC184,662$4.1M0.02%
359MONDELEZ INTL INC60920710554,928$4.0M0.02%
360FIFTH THIRD BANCORPFITBM93,689$4.0M0.02%
361MEDTRONIC PLCMDT44,116$4.0M0.02%
362VERIZON COMMUNICATIONS INCVZ87,409$3.9M0.02%
363EASTERLY GOVT PPTYS INC27616P103287,065$3.9M0.02%
364KEYSIGHT TECHNOLOGIES INCKEYS24,527$3.9M0.02%
365GENERAL DYNAMICS CORPGD12,876$3.9M0.02%
366PARKER-HANNIFIN CORPPH5,918$3.7M0.02%
367ISHARES TR46428723481,299$3.7M0.02%
368CHEVRON CORP NEWCVX25,292$3.7M0.02%
369LADDER CAP CORPLADR320,265$3.7M0.02%
370PROCTER AND GAMBLE CO74271810921,386$3.7M0.02%
371ISHARES TR46432F84247,366$3.7M0.02%
372CHIPOTLE MEXICAN GRILL INCCMG64,021$3.7M0.02%
373AIR PRODS & CHEMS INCAIIR12,346$3.7M0.02%
374WISDOMTREE TRWT46,644$3.7M0.02%
375ROYAL GOLD INCRGLD26,075$3.7M0.02%
376GE VERNOVA INCGEV13,990$3.6M0.02%
377COSTCO WHSL CORP NEW22160K1054,000$3.5M0.02%
378DUKE ENERGY CORP NEWDUKB30,709$3.5M0.02%
379MERCK & CO INCMRK31,140$3.5M0.02%
380CINTAS CORPCTAS17,027$3.5M0.02%
381SCHWAB STRATEGIC TR80852450841,979$3.5M0.02%
382FEDEX CORPFDX12,725$3.5M0.02%
383HCA HEALTHCARE INCHCA8,495$3.5M0.02%
384WALMART INCWMT42,200$3.4M0.02%
385GILEAD SCIENCES INCGILD40,402$3.4M0.02%
386CHURCH & DWIGHT CO INCCHD32,276$3.4M0.02%
387AIRBNB INCABNB26,626$3.4M0.02%
388ISHARES TR46428717630,489$3.4M0.02%
389ENTERPRISE PRODS PARTNERS L293792107115,142$3.4M0.02%
390ISHARES TR46428752314,528$3.4M0.02%
391TRANE TECHNOLOGIES PLCTT8,468$3.3M0.02%
392ISHARES TR46428857030,226$3.3M0.02%
393ISHARES TR46435U168140,890$3.3M0.02%
394INTEL CORPINTC139,797$3.3M0.02%
395THE CIGNA GROUP1255231009,452$3.3M0.02%
396PPL CORPPPLC98,961$3.3M0.02%
397GRAPHIC PACKAGING HLDG COGPK110,392$3.3M0.02%
398ISHARES TR46428746538,900$3.3M0.02%
399WASTE MGMT INC DEL94106L10915,662$3.3M0.02%
400MARATHON PETE CORPMARA19,907$3.2M0.02%
401JOHNSON & JOHNSONJNJ20,000$3.2M0.02%
402SCHWAB STRATEGIC TR80852460762,875$3.2M0.02%
403ANNALY CAPITAL MANAGEMENT INNLY-PJ161,286$3.2M0.02%
404GLOBAL X FDS37954Y78092,533$3.2M0.02%
405SPDR SER TR78468R66334,899$3.2M0.02%
406NUVEEN PFD & INCOME OPPORTUNNU396,961$3.2M0.02%
407TESLA INCTSLA12,224$3.2M0.02%
408VANGUARD MALVERN FDS92202080564,710$3.2M0.02%
409SCHLUMBERGER LTDSLB76,050$3.2M0.02%
410GRAYSCALE BITCOIN TR BTCGBTC62,702$3.2M0.02%
411NUSHARES ETF TRNU70,335$3.2M0.02%
412AMAZON COM INCAMZN16,880$3.1M0.02%
413RIO TINTO PLCRTNTF44,117$3.1M0.02%
414ISHARES TR46435U13563,859$3.1M0.02%
415FIRST TR EXCHANGE-TRADED FD33738R11837,833$3.0M0.02%
416CLEANSPARK INCCLSKW323,864$3.0M0.02%
417ISHARES TR46428876020,028$3.0M0.02%
418AMAZON COM INCAMZN16,051$3.0M0.02%
419VANGUARD WORLD FD92204A80114,009$3.0M0.02%
420ISHARES TR46432F37019,737$2.9M0.02%
421NUSHARES ETF TRNU79,547$2.9M0.02%
422META PLATFORMS INCMETA5,115$2.9M0.02%
423ISHARES TR46428744029,483$2.9M0.02%
424CISCO SYS INCCSCO54,071$2.9M0.01%
425UBER TECHNOLOGIES INCUBER37,894$2.8M0.01%
426DUOLINGO INCDUOL10,074$2.8M0.01%
427SELECT SECTOR SPDR TR81369Y40714,176$2.8M0.01%
428EOG RES INCEOG23,090$2.8M0.01%
429SPDR SER TR78464A50853,617$2.8M0.01%
430VANGUARD STAR FDS92190976843,613$2.8M0.01%
431HILTON WORLDWIDE HLDGS INCHLT12,157$2.8M0.01%
432STARWOOD PPTY TR INCSTHO136,659$2.8M0.01%
433BERKSHIRE HATHAWAY INC DELBRK-A4$2.8M0.01%
434KIMBERLY-CLARK CORPKMB19,130$2.7M0.01%
435GENERAL MLS INC37033410436,656$2.7M0.01%
436SUBURBAN PROPANE PARTNERS LSPH150,305$2.7M0.01%
437HUMANA INCHUM8,486$2.7M0.01%
438PROLOGIS INC.PLDGP21,168$2.7M0.01%
439LYONDELLBASELL INDUSTRIES NLYB27,767$2.7M0.01%
440SPDR SER TR78464A40932,067$2.7M0.01%
441ROKU INCROKU35,549$2.7M0.01%
442BLUE OWL CAPITAL CORPORATIONOWL181,856$2.6M0.01%
443TARGET CORPTGT16,921$2.6M0.01%
444NUVEEN AMT FREE QLTY MUN INCNU217,913$2.6M0.01%
445SIMON PPTY GROUP INC NEW82880610915,430$2.6M0.01%
446BONDBLOXX ETF TRUST09789C70563,221$2.6M0.01%
447BONDBLOXX ETF TRUST09789C82052,790$2.6M0.01%
448HESS CORPHESM19,057$2.6M0.01%
449RADNET INCRDNT37,167$2.6M0.01%
450ETFIS SER TR I26923G822111,413$2.5M0.01%
4513M COMMM18,600$2.5M0.01%
452PROGRESSIVE CORP7433151039,890$2.5M0.01%
453REALTY INCOME CORPO39,462$2.5M0.01%
454RBB FD INC74933W47848,772$2.5M0.01%
455SNOWFLAKE INCSNOW21,239$2.4M0.01%
456KAYNE ANDERSON ENERGY INFRST486606106220,314$2.4M0.01%
457CAPITAL GRP FIXED INCM ETF T14020Y30086,515$2.4M0.01%
458ELEVANCE HEALTH INCELV4,627$2.4M0.01%
459TERADYNE INCTER17,800$2.4M0.01%
460FREEPORT-MCMORAN INCFCX47,752$2.4M0.01%
461PHILIP MORRIS INTL INC71817210919,600$2.4M0.01%
462AMERICAN CENTY ETF TR02507253961,721$2.4M0.01%
463ISHARES TR46428723451,110$2.3M0.01%
464ISHARES TR46428776236,010$2.3M0.01%
465AGNC INVT CORP00123Q104222,131$2.3M0.01%
466MARRIOTT INTL INC NEW5719032029,318$2.3M0.01%
467AGILENT TECHNOLOGIES INCA15,587$2.3M0.01%
468PIMCO ETF TR72201R83322,979$2.3M0.01%
469EASTMAN CHEM COEMN20,632$2.3M0.01%
470ISHARES TR46428863842,957$2.3M0.01%
471GENERAL MTRS CO37045V10051,323$2.3M0.01%
472PIMCO MUN INCOME FD II72200W106244,627$2.3M0.01%
473EMERSON ELEC COEMR21,000$2.3M0.01%
474UNITED PARCEL SERVICE INCUPS16,800$2.3M0.01%
475SCHLUMBERGER LTDSLB54,573$2.3M0.01%
476CHARTER COMMUNICATIONS INC N16119P1087,020$2.3M0.01%
477INVESCO EXCH TRD SLF IDX FDIVZ107,832$2.3M0.01%
478AMERICAN TOWER CORP NEW03027X1009,700$2.3M0.01%
479PFIZER INCPFE77,947$2.3M0.01%
480FIDELITY COVINGTON TRUST31609A30567,393$2.2M0.01%
481YUM BRANDS INCYUM15,890$2.2M0.01%
482ELI LILLY & COLLY2,500$2.2M0.01%
483REGENERON PHARMACEUTICALSREGN2,097$2.2M0.01%
484FASTENAL COFAST30,616$2.2M0.01%
485ZOETIS INCZTS11,157$2.2M0.01%
486MICROCHIP TECHNOLOGY INC.MCHPP26,769$2.1M0.01%
487INVESCO QQQ TRIVZ14,740$2.1M0.01%
488ISHARES TR46428864640,606$2.1M0.01%
489GLAUKOS CORPGKOS16,411$2.1M0.01%
490ASTRAZENECA PLCAZN27,308$2.1M0.01%
491FIDELITY COMWLTH TR31591280829,619$2.1M0.01%
492CORNING INCGLW46,758$2.1M0.01%
493EXXON MOBIL CORPXOM17,846$2.1M0.01%
494ISHARES INC46434G82229,235$2.1M0.01%
495GOLUB CAP BDC INC38173M102138,048$2.1M0.01%
496SELECT SECTOR SPDR TR81369Y50623,727$2.1M0.01%
497REPUBLIC SVCS INC76075910010,366$2.1M0.01%
498NVIDIA CORPORATIONNVDA16,900$2.1M0.01%
499J P MORGAN EXCHANGE TRADED F46641Q33234,366$2.0M0.01%
500SELECT SECTOR SPDR TR81369Y60544,825$2.0M0.01%