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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

Berger Financial Group, Inc

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001172661-25-001681

Total Value
$1.44B
Positions
414
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (414)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085247972,927,350$81.8M5.68%
2J P MORGAN EXCHANGE TRADED F46654Q7161,250,930$66.9M4.65%
3PGIM ETF TR69344A875704,041$59.9M4.15%
4SCHWAB STRATEGIC TR8085243002,207,231$55.3M3.84%
5SCHWAB STRATEGIC TR8085242012,256,872$49.8M3.46%
6FIRST TR EXCHANGE-TRADED FD33739Q200970,373$47.7M3.31%
7J P MORGAN EXCHANGE TRADED F46641Q670809,673$38.1M2.64%
8APPLE INCAAPL168,915$37.5M2.60%
9HARTFORD FDS EXCHANGE TRADED41653L305788,276$26.7M1.85%
10PIMCO ETF TR72201R585998,502$26.3M1.83%
11ISHARES TR464287226214,048$21.2M1.47%
12FIRST TR EXCHANGE-TRADED FD33733E203110,974$18.9M1.31%
13DIMENSIONAL ETF TRUST25434V203591,329$18.5M1.28%
14AMAZON COM INCAMZN96,441$18.3M1.27%
15DIMENSIONAL ETF TRUST25434V302667,067$17.3M1.20%
16C H ROBINSON WORLDWIDE INCCHRW159,769$16.4M1.14%
17MICROSOFT CORPMSFT41,110$15.4M1.07%
18SPDR S&P 500 ETF TRSPY26,697$14.9M1.04%
19NVIDIA CORPORATIONNVDA136,120$14.8M1.02%
20COSTCO WHSL CORP NEW22160K10514,455$13.7M0.95%
21VANGUARD INDEX FDS92290874478,910$13.6M0.95%
22VANECK BITCOIN ETFHODL581,061$13.5M0.94%
23VANGUARD INDEX FDS92290836325,873$13.3M0.92%
24AMERICAN CENTY ETF TR025072125211,586$13.1M0.91%
25NUSHARES ETF TRNU496,578$12.8M0.89%
26VANGUARD INDEX FDS92290873633,812$12.5M0.87%
27AMERICAN CENTY ETF TR025072323257,973$12.5M0.87%
28RBB FUND TRUST75526L878311,994$12.2M0.84%
29AMERICAN CENTY ETF TR025072604192,696$11.6M0.80%
30MASTERCARD INCORPORATEDMA19,532$10.7M0.74%
31VISA INCV29,923$10.5M0.73%
32ALPHABET INCGOOG64,542$10.0M0.69%
33INVESCO QQQ TRIVZ20,706$9.7M0.67%
34JOHNSON & JOHNSONJNJ49,985$8.3M0.58%
35ISHARES TR46435G268132,441$8.3M0.57%
36INTERNATIONAL BUSINESS MACHSINTR32,759$8.1M0.57%
37WALMART INCWMT89,517$7.9M0.55%
38AT&T INCT-PC277,290$7.8M0.54%
39LOCKHEED MARTIN CORPLMT17,269$7.7M0.54%
40PRINCIPAL EXCHANGE TRADED FD74255Y888402,626$7.5M0.52%
41UNITEDHEALTH GROUP INCUNH14,283$7.5M0.52%
42HAWKINS INCHWKN70,038$7.4M0.51%
43PEPSICO INCPEP49,420$7.4M0.51%
44ISHARES TR46428828181,172$7.4M0.51%
45GILEAD SCIENCES INCGILD61,286$6.9M0.48%
46INNOVATOR ETFS TRUSTINHD205,481$6.8M0.47%
47ALLSTATE CORPALL-PJ31,695$6.6M0.46%
48CHUBB LIMITEDCB21,571$6.5M0.45%
49HARTFORD INSURANCE GROUP INCHIG-PG52,440$6.5M0.45%
50CENCORA INCCOR22,943$6.4M0.44%
51INNOVATOR ETFS TRUSTINHD216,588$6.3M0.44%
52ELEVANCE HEALTH INCELV14,248$6.2M0.43%
53LOEWS CORPL67,353$6.2M0.43%
54INDEPENDENCE RLTY TR INC45378A106290,563$6.2M0.43%
55VICI PPTYS INC925652109189,096$6.2M0.43%
56DIMENSIONAL ETF TRUST25434V708184,465$6.1M0.42%
57EXPEDITORS INTL WASH INC30213010950,248$6.0M0.42%
58VANGUARD BD INDEX FDS92193783580,821$5.9M0.41%
59FIDELITY COVINGTON TRUST31609A206200,337$5.9M0.41%
60TJX COS INC NEW87254010948,050$5.9M0.41%
61F5 INCFFIV21,675$5.8M0.40%
62FIRSTENERGY CORPFE140,794$5.7M0.39%
63COMCAST CORP NEWCCZ153,763$5.7M0.39%
64NEWS CORP NEWNWSLL205,379$5.6M0.39%
65EOG RES INCEOG43,137$5.5M0.38%
66FORTINET INCFTNT57,265$5.5M0.38%
67COGNIZANT TECHNOLOGY SOLUTIOCTSH71,494$5.5M0.38%
68ELI LILLY & COLLY6,543$5.4M0.38%
69INTERPUBLIC GROUP COS INCINTR197,251$5.4M0.37%
70TE CONNECTIVITY PLCTEL37,471$5.3M0.37%
71CENTENE CORP DELCNC86,657$5.3M0.37%
72LEIDOS HOLDINGS INCLDOS38,771$5.2M0.36%
73AVERY DENNISON CORPAVY29,292$5.2M0.36%
74HOME DEPOT INCHD14,024$5.1M0.36%
75APA CORPORATIONAPA240,726$5.1M0.35%
76LIVE NATION ENTERTAINMENT INLYV38,745$5.1M0.35%
77WORKDAY INCWDAY21,296$5.0M0.35%
78FAIR ISAAC CORPFICO2,645$4.9M0.34%
79ISHARES TR46428943823,050$4.9M0.34%
80MICRON TECHNOLOGY INCMU55,951$4.9M0.34%
81AUTODESK INCADSK18,541$4.9M0.34%
82JACOBS SOLUTIONS INCJ39,824$4.8M0.33%
83INVESCO EXCH TRD SLF IDX FDIVZ233,377$4.7M0.33%
84CDW CORPCDW29,023$4.7M0.32%
85SCHWAB STRATEGIC TR808524805232,164$4.6M0.32%
86GARTNER INCIT10,916$4.6M0.32%
87DIMENSIONAL ETF TRUST25434V872102,045$4.3M0.30%
88NETAPP INCNTAP48,202$4.2M0.29%
89INVESCO EXCH TRD SLF IDX FDIVZ201,326$4.2M0.29%
90CAPITAL GROUP CORE EQUITY ET14020V108123,684$4.1M0.29%
91SELECT SECTOR SPDR TR81369Y88650,964$4.0M0.28%
92INVESCO EXCH TRD SLF IDX FDIVZ204,171$4.0M0.28%
93FISERV INCFISV18,040$4.0M0.28%
94CION INVT CORP17259U204381,926$4.0M0.27%
95CHURCH & DWIGHT CO INCCHD35,322$3.9M0.27%
96VANGUARD INDEX FDS92290876913,892$3.8M0.26%
97VANGUARD TAX-MANAGED FDS92194385874,278$3.8M0.26%
98INVESCO EXCH TRD SLF IDX FDIVZ192,665$3.8M0.26%
99TESLA INCTSLA13,253$3.4M0.24%
100INNOVATOR ETFS TRUSTINHD132,977$3.4M0.23%
101J P MORGAN EXCHANGE TRADED F46641Q30863,616$3.4M0.23%
102INNOVATOR ETFS TRUSTINHD94,689$3.2M0.23%
103INNOVATOR ETFS TRUSTINHD107,850$3.2M0.22%
104JPMORGAN CHASE & CO.VYLD12,477$3.1M0.21%
105ABBVIE INCABBV14,134$3.0M0.21%
106BOEING COBA-PA17,240$2.9M0.20%
107META PLATFORMS INCMETA5,000$2.9M0.20%
108ISHARES TR46428888528,085$2.8M0.19%
109INVESCO EXCHANGE TRADED FD TIVZ94,169$2.8M0.19%
110SELECT SECTOR SPDR TR81369Y30834,180$2.8M0.19%
111WISDOMTREE TRWT34,521$2.7M0.19%
112INNOVATOR ETFS TRUSTINHD79,089$2.7M0.19%
113XCEL ENERGY INCXELLL36,730$2.6M0.18%
114FRANKLIN TEMPLETON ETF TRFGDL47,403$2.5M0.17%
115EA SERIES TRUST02072L532126,011$2.4M0.17%
116THERMO FISHER SCIENTIFIC INCTMO4,803$2.4M0.17%
117ALPHABET INCGOOG15,139$2.4M0.16%
118SELECT SECTOR SPDR TR81369Y20916,171$2.4M0.16%
119STRATEGY SHSSTRD107,792$2.3M0.16%
120DIMENSIONAL ETF TRUST25434V40136,960$2.2M0.16%
121INTUITINTU3,483$2.1M0.15%
122DONALDSON INCDCI31,391$2.1M0.15%
123INTUITIVE SURGICAL INCISRG4,163$2.1M0.14%
124SCHWAB STRATEGIC TR80852440977,534$2.1M0.14%
125INNOVATOR ETFS TRUSTINHD72,161$2.0M0.14%
126EXXON MOBIL CORPXOM16,357$1.9M0.14%
127VANGUARD INTL EQUITY INDEX F92204285842,876$1.9M0.13%
128ISHARES TR46434V38132,419$1.9M0.13%
129MEDTRONIC PLCMDT19,956$1.8M0.12%
130VANGUARD WORLD FD9219108165,760$1.8M0.12%
131NETFLIX INCNFLX1,879$1.8M0.12%
132DIMENSIONAL ETF TRUST25434V79962,650$1.7M0.12%
133BROADCOM INCAVGO10,373$1.7M0.12%
134SELECT SECTOR SPDR TR81369Y8038,342$1.7M0.12%
135ISHARES TR46436E71817,063$1.7M0.12%
136ISHARES TR46429B68921,693$1.7M0.12%
1373M COMMM11,299$1.7M0.12%
138VANGUARD INDEX FDS9229087517,391$1.6M0.11%
139CAPITAL GRP FIXED INCM ETF T14020Y50862,311$1.6M0.11%
140PROCTER AND GAMBLE CO7427181099,563$1.6M0.11%
141STRYKER CORPORATIONSYK4,353$1.6M0.11%
142ISHARES TR4642872002,838$1.6M0.11%
143FIDELITY MERRIMACK STR TR31618830934,901$1.6M0.11%
144INNOVATOR ETFS TRUSTINHD57,023$1.6M0.11%
145INNOVATOR ETFS TRUSTINHD51,201$1.6M0.11%
146VANECK ETF TRUST92189F64317,818$1.6M0.11%
147DIMENSIONAL ETF TRUST25434V61725,056$1.5M0.11%
148PIMCO ETF TR72201R77516,586$1.5M0.11%
149ISHARES TR46436E86665,311$1.5M0.11%
150DIMENSIONAL ETF TRUST25434V50025,543$1.5M0.11%
151VANGUARD INDEX FDS9229086375,921$1.5M0.11%
152PARKER-HANNIFIN CORPPH2,492$1.5M0.11%
153INNOVATOR ETFS TRUSTINHD46,426$1.5M0.10%
154J P MORGAN EXCHANGE TRADED F46641Q24132,050$1.5M0.10%
155INNOVATOR ETFS TRUSTINHD53,632$1.5M0.10%
156BIO-TECHNE CORPTECH24,103$1.4M0.10%
157CROWDSTRIKE HLDGS INCCRWD4,002$1.4M0.10%
158DIMENSIONAL ETF TRUST25434V10436,319$1.4M0.10%
159DIMENSIONAL ETF TRUST25434V88050,938$1.3M0.09%
160PALO ALTO NETWORKS INCPANW7,714$1.3M0.09%
161ISHARES TR46434V45632,972$1.3M0.09%
162VANGUARD INDEX FDS9229083632,500$1.3M0.09%
163GRAYSCALE BITCOIN TRUST ETFGBTC19,583$1.3M0.09%
164GOLDMAN SACHS ETF TRNVGLF24,690$1.2M0.09%
165INVESCO EXCHANGE TRADED FD TIVZ32,565$1.2M0.09%
166DANAHER CORPORATION2358511025,956$1.2M0.08%
167INNOVATOR ETFS TRUSTINHD45,160$1.2M0.08%
168SPDR SER TR78464A69821,093$1.2M0.08%
169SCHWAB STRATEGIC TR80852477150,415$1.2M0.08%
170AMGEN INCAMGN3,787$1.2M0.08%
171CATERPILLAR INCCAT3,537$1.2M0.08%
172DIMENSIONAL ETF TRUST25434V60922,221$1.1M0.08%
173VANGUARD WORLD FD92204A7022,109$1.1M0.08%
174BOSTON SCIENTIFIC CORPBSX11,301$1.1M0.08%
175INNOVATOR ETFS TRUSTINHD32,907$1.1M0.08%
176HONEYWELL INTL INC4385161065,345$1.1M0.08%
177INNOVATOR ETFS TRUSTINHD34,259$1.1M0.08%
178INNOVATOR ETFS TRUSTINHD30,681$1.1M0.08%
179DIMENSIONAL ETF TRUST25434V80727,519$1.1M0.08%
180SPDR GOLD TRGLD3,748$1.1M0.07%
181OPORTUN FINL CORP68376D104196,543$1.1M0.07%
182NEXTERA ENERGY INCNEE-PW15,153$1.1M0.07%
183INNOVATOR ETFS TRUSTINHD41,855$1.1M0.07%
184ABBOTT LABSABLZF7,920$1.1M0.07%
185COCA COLA COKO14,612$1.0M0.07%
186J P MORGAN EXCHANGE TRADED F46641Q85221,826$1.0M0.07%
187GLOBAL X FDS37954Y47525,846$1.0M0.07%
188SPDR S&P MIDCAP 400 ETF TRMDY1,907$1.0M0.07%
189ORACLE CORPORCL-PD7,056$986,5680.07%
190GOLDMAN SACHS ETF TRNVGLF16,673$981,5850.07%
191INNOVATOR ETFS TRUSTINHD28,084$970,2910.07%
192DIMENSIONAL ETF TRUST25434V66631,185$953,3200.07%
193MERCK & CO INCMRK10,400$933,5440.06%
194BANK MONTREAL QUE0636711019,611$917,9470.06%
195VANGUARD SPECIALIZED FUNDS9219088444,709$913,5680.06%
196CISCO SYS INCCSCO14,485$893,8980.06%
197PROSHARES TR74347R10710,765$891,1270.06%
198WELLS FARGO CO NEW94974610112,399$890,1010.06%
199GENERAL DYNAMICS CORPGD3,231$880,7660.06%
200INVESCO EXCHANGE TRADED FD TIVZ18,405$860,5950.06%
201VANGUARD STAR FDS92190976813,717$851,7980.06%
202TRAVELERS COMPANIES INCTRV3,180$840,9630.06%
203UNION PAC CORPUNP3,521$831,7200.06%
204VALERO ENERGY CORPVLO6,208$819,8520.06%
205ISHARES TR46432F85916,675$806,2380.06%
206WISDOMTREE TRWT15,869$798,6980.06%
207WISDOMTREE TRWT15,636$790,7610.05%
208DIMENSIONAL ETF TRUST25434V72419,089$786,6770.05%
209PHILIP MORRIS INTL INC7181721094,913$779,7970.05%
210FIRST TR EXCH TRADED FD III33739E10843,405$763,4880.05%
211MCDONALDS CORPMCD2,441$762,3550.05%
212GOLDMAN SACHS GROUP INCGSCE1,375$751,3870.05%
213CHEVRON CORP NEWCVX4,419$739,3170.05%
214SELECT SECTOR SPDR TR81369Y86017,246$721,7370.05%
215INVESCO EXCHANGE TRADED FD TIVZ7,857$719,1580.05%
216ISHARES TR4642874327,893$718,4770.05%
217MORGAN STANLEYMS-PQ6,104$712,0970.05%
218VANGUARD SCOTTSDALE FDS92206C4098,994$709,9900.05%
219FASTENAL COFAST8,906$690,6780.05%
220SPDR SER TR78464A85410,431$685,9480.05%
221INVESCO EXCHANGE TRADED FD TIVZ9,668$673,3770.05%
222ROYAL CARIBBEAN GROUPV7780T1033,274$672,6110.05%
223TAIWAN SEMICONDUCTOR MFG LTD8740391004,047$671,8020.05%
224WILLIAMS COS INC96945710011,156$666,6830.05%
225ECOLAB INCECL2,615$663,0100.05%
226GE AEROSPACE3696043013,300$660,5560.05%
227SELECT SECTOR SPDR TR81369Y5067,039$657,7550.05%
228SOUTHERN COSOMN7,141$656,6150.05%
229SPDR INDEX SHS FDS78463X88917,963$654,0280.05%
230FIRST TR EXCHNG TRADED FD VI33740F88826,391$653,1880.05%
231ISHARES TR46435G3269,463$651,9070.05%
232SPDR SER TR78464A8059,531$648,2070.04%
233FIRST FINL BANKSHARES INC32020R10917,360$623,5720.04%
234SCHWAB STRATEGIC TR80852464924,560$623,0880.04%
235TARGET CORPTGT5,906$616,3350.04%
236ISHARES TR46428864611,717$613,6200.04%
237SALESFORCE INCCRM2,273$610,0610.04%
238INNOVATOR ETFS TRUSTINHD21,068$605,9080.04%
239PACER FDS TR69374H88111,064$605,8400.04%
240QUALCOMM INCQCOM3,887$597,0870.04%
241BANK AMERICA CORP06050510414,302$596,8070.04%
242AMPLIFY ETF TR03210840914,611$595,7050.04%
243INNOVATOR ETFS TRUSTINHD17,711$593,8750.04%
244AMERICAN EXPRESS COAXP2,187$588,3240.04%
245VANECK ETF TRUST92189H40911,465$586,7580.04%
246STARBUCKS CORPSBUX5,897$578,4530.04%
247CANADIAN IMPERIAL BK COMMCNDIF10,101$568,6870.04%
248INVESCO EXCHANGE TRADED FD TIVZ16,352$559,2390.04%
249INVESCO EXCH TRADED FD TR IIIVZ7,440$555,9170.04%
250ISHARES TR4642873095,909$548,5330.04%
251J P MORGAN EXCHANGE TRADED F46641Q64710,862$543,0800.04%
252FIDELITY WISE ORIGIN BITCOINFBTC7,362$529,8440.04%
253ISHARES TR4642874576,338$524,3180.04%
254HARTFORD FDS EXCHANGE TRADED41653L70114,892$523,2220.04%
255ISHARES TR4642881584,954$523,1430.04%
256DISNEY WALT CO2546871065,251$518,2480.04%
257AMEREN CORPAEE5,087$510,7350.04%
258ISHARES INC46434G1039,194$496,1980.03%
259ISHARES TR46429B6975,192$486,2820.03%
260INVESCO EXCHANGE TRADED FD TIVZ6,688$485,0800.03%
261WISDOMTREE TRWT8,161$483,7850.03%
262US BANCORP DELUSB-PS11,439$482,9690.03%
263GRAYSCALE BITCOIN MINI TR ET38993020713,128$479,0410.03%
264J P MORGAN EXCHANGE TRADED F46641Q3328,370$478,2520.03%
265CAPITAL GROUP DIVIDEND VALUE14020W10613,417$478,1820.03%
266BRISTOL-MYERS SQUIBB COCELG-RI7,730$471,4450.03%
267CASEYS GEN STORES INC1475281031,083$470,0660.03%
268VERIZON COMMUNICATIONS INCVZ10,309$467,6280.03%
269VANGUARD WORLD FD92204A4053,859$461,0350.03%
270ALTRIA GROUP INCMO7,675$460,6480.03%
271ISHARES TR4642872424,213$457,9240.03%
272INVESCO EXCHANGE TRADED FD TIVZ2,630$455,5950.03%
273SCHWAB STRATEGIC TR80852450817,362$454,8730.03%
274INNOVATOR ETFS TRUSTINHD17,819$451,7730.03%
275CONSTELLATION ENERGY CORPCEG2,194$442,3770.03%
276SELECT SECTOR SPDR TR81369Y7043,356$439,8710.03%
277ADVANCED MICRO DEVICES INCAMD4,251$436,7720.03%
278WISDOMTREE TRWT10,183$428,5190.03%
279PUBLIC STORAGE OPER COPSA-PS1,427$427,0550.03%
280PFIZER INCPFE16,678$422,6080.03%
281TRACTOR SUPPLY COTSCO7,587$418,0540.03%
282GENERAL MLS INC3703341046,974$416,9940.03%
283J P MORGAN EXCHANGE TRADED F46641Q1346,534$416,3500.03%
284ISHARES TR4642874404,343$414,2200.03%
285ISHARES TR46432F8425,443$411,7630.03%
286MCKESSON CORPMCK603$405,6040.03%
287VANGUARD WORLD FD9219108403,136$404,1010.03%
288SPDR SER TR78464A7632,976$403,7280.03%
289SCHWAB STRATEGIC TR80852460717,133$401,4160.03%
290VANGUARD INDEX FDS9229086291,548$400,2850.03%
291ISHARES TR4642884143,785$399,1210.03%
292COLGATE PALMOLIVE COCL4,258$398,9780.03%
293ISHARES TR46436E85817,082$391,8620.03%
294OCCIDENTAL PETE CORP6745991057,928$391,3400.03%
295PHILLIPS 66PSX3,122$385,5410.03%
296ISHARES TR4642875562,980$381,1160.03%
297VANGUARD CHARLOTTE FDS92203J4077,766$379,1480.03%
298ADOBE INCADBE979$375,4760.03%
299AUTOZONE INCAZO98$373,6530.03%
300T ROWE PRICE ETF INC87283Q50310,438$367,0010.03%
301SELECT SECTOR SPDR TR81369Y4071,854$366,0910.03%
302NEOS ETF TRUST78433H4027,768$365,9000.03%
303INVESCO EXCHANGE TRADED FD TIVZ3,949$364,6910.03%
304VANGUARD INTL EQUITY INDEX F9220427423,100$359,3880.02%
305PALANTIR TECHNOLOGIES INCPLTR4,256$359,2070.02%
306ISHARES TR464287614983$354,8760.02%
307WASTE MGMT INC DEL94106L1091,532$354,6420.02%
308LEGG MASON ETF INVT52468L50510,869$351,8410.02%
309GRAINGER W W INC384802104347$342,5380.02%
310BOOKING HOLDINGS INCBKNG74$341,0580.02%
311CONSOLIDATED EDISON INCED3,077$340,3120.02%
312INNOVATOR ETFS TRUSTINHD12,810$339,9500.02%
313DEERE & CODE708$332,3680.02%
314INNOVATOR ETFS TRUSTINHD14,479$331,7430.02%
315VANECK ETF TRUST92189F6761,564$330,6390.02%
316BP PLCBPPFF9,773$330,2160.02%
317TOYOTA MOTOR CORPTOYOF1,870$330,1120.02%
318INNOVATOR ETFS TRUSTINHD7,924$328,6090.02%
319EATON CORP PLCETN1,206$327,8270.02%
320EXELON CORPEXC7,093$326,8460.02%
321CINTAS CORPCTAS1,585$325,6720.02%
322VANGUARD BD INDEX FDS9219378274,116$322,2340.02%
323KIMBERLY-CLARK CORPKMB2,261$321,5590.02%
324WOLVERINE WORLD WIDE INCWWW23,000$319,9300.02%
325INNOVATOR ETFS TRUSTINHD11,946$315,9720.02%
326ISHARES TR4642885883,359$315,0080.02%
327INNOVATOR ETFS TRUSTINHD10,193$314,4550.02%
328VANGUARD WORLD FD92204A5041,181$312,6470.02%
329INNOVATOR ETFS TRUSTINHD10,601$310,2680.02%
330ISHARES TR4642875075,296$309,0470.02%
331REALTY INCOME CORPO5,275$305,9780.02%
332BLACKROCK INCBLK323$305,9170.02%
333BECTON DICKINSON & COBDX1,301$297,9970.02%
334SCHWAB CHARLES CORPSCHW-PJ3,783$296,1680.02%
335CHENIERE ENERGY INCLNG1,275$295,0510.02%
336DOMINION ENERGY INCD5,242$293,9090.02%
337RBB FD INC74933W6015,199$289,1690.02%
338BLACKSTONE INCBX2,056$287,3760.02%
339VANGUARD INTL EQUITY INDEX F9220428744,057$284,8490.02%
340ISHARES GOLD TRIAU4,831$284,8360.02%
341FRANKLIN ETF TR3535061083,080$279,6030.02%
342BEST BUY INCBBY3,792$279,1230.02%
343ISHARES SILVER TRSLV8,957$277,5780.02%
344ISHARES TR46435G24311,076$276,7940.02%
345SHELL PLCRYDAF3,776$276,7170.02%
346COINBASE GLOBAL INCCOIN1,598$275,2240.02%
347DELTA AIR LINES INC DELDAL6,307$274,9720.02%
348APPLIED MATLS INC0382221051,886$273,6570.02%
349ARISTA NETWORKS INCANET3,529$273,4270.02%
350GRAYSCALE ETHEREUM TRUST ETF38963810717,921$272,7580.02%
351CAPITAL GROUP DIVIDEND GROWE14021L1098,801$271,9510.02%
352GE VERNOVA INCGEV888$271,0890.02%
353SCHWAB STRATEGIC TR8085247557,501$271,0870.02%
354PRUDENTIAL FINL INCPUKPF2,397$267,7340.02%
355SCHWAB STRATEGIC TR80852410212,415$267,2950.02%
356CHEMED CORP NEWCHE434$267,0820.02%
357WISDOMTREE TRWT5,436$265,4950.02%
358MONDELEZ INTL INC6092071053,897$264,3890.02%
359KLA CORPKLAC387$263,3600.02%
360LINCOLN NATL CORP IND5341871097,283$261,5330.02%
361LPL FINL HLDGS INC50212V100785$256,8430.02%
362ILLINOIS TOOL WKS INC4523081091,031$255,7290.02%
363ENBRIDGE INCENNPF5,744$254,5170.02%
364APPLOVIN CORPAPP959$254,1070.02%
365KELLANOVABEKE3,079$253,9900.02%
366WISDOMTREE TRWT7,874$251,6540.02%
367J P MORGAN EXCHANGE TRADED F46641Q8374,965$251,3950.02%
368SPDR SER TR78464A3593,276$251,0220.02%
369ISHARES TR4642876551,253$249,9610.02%
370VANGUARD SCOTTSDALE FDS92206C1024,194$246,1460.02%
371AMERICAN CENTY ETF TR0250728772,821$245,9210.02%
372HUNT J B TRANS SVCS INC4456581071,659$245,4500.02%
373VANGUARD INDEX FDS9229086111,317$245,3000.02%
374LOWES COS INC5486611071,040$242,6640.02%
375VANGUARD INDEX FDS9229086521,396$240,4750.02%
376REGENERON PHARMACEUTICALSREGN377$239,1180.02%
377TARGA RES CORPTRGP1,180$236,6340.02%
378KROGER COKR3,481$235,6470.02%
379WISDOMTREE TRWT3,562$235,1020.02%
380VANGUARD SCOTTSDALE FDS92206C8702,836$231,8720.02%
381SPDR SER TR78464A3756,935$230,5340.02%
382J P MORGAN EXCHANGE TRADED F46654Q2034,443$230,0480.02%
383INNOVATOR ETFS TRUSTINHD6,433$229,9160.02%
384INTEL CORPINTC9,974$226,5030.02%
385WISDOMTREE TRWT4,520$223,8270.02%
386EVEREST GROUP LTDEG616$223,7880.02%
387RTX CORPORATIONRTX1,682$222,8320.02%
388ELECTRONIC ARTS INCEA1,534$221,6720.02%
389SOUTHERN COPPER CORPSCCO2,356$220,2090.02%
390FORD MTR CO34537086021,860$219,2590.02%
391DIMENSIONAL ETF TRUST25434V8157,768$218,6700.02%
392SCHWAB STRATEGIC TR8085248708,061$216,7590.02%
393FIRST TR STOXX EUROPEAN SELE33735T10915,875$215,4240.01%
394ABRDN NATL MUN INCOME FD24610T10821,133$214,2850.01%
395GLOBAL X FDS37954Y3434,019$213,9260.01%
396ISHARES TR46436E8339,601$213,6230.01%
397T-MOBILE US INCTMUSZ799$213,1170.01%
398PAYCHEX INCPAYX1,377$212,4500.01%
399ISHARES TR46436E8419,466$212,2280.01%
400TORONTO DOMINION BK ONTTORO3,526$211,3490.01%
401SOUTHWEST AIRLS CO8447411086,285$211,0510.01%
402TEXAS INSTRS INC8825081041,173$210,7020.01%
403ISHARES TR46429B2679,108$209,3480.01%
404SERVICENOW INCNOW261$207,7930.01%
405J P MORGAN EXCHANGE TRADED F46641Q7535,009$207,4730.01%
406CAPITAL GROUP GBL GROWTH EQT14020X1047,302$206,8660.01%
407INVESCO EXCHANGE TRADED FD TIVZ5,789$206,7260.01%
408DIMENSIONAL ETF TRUST25434V8564,898$206,2600.01%
409BANK AMERICA CORP060505682163$201,5260.01%
410VANECK ETF TRUST92189F52811,048$189,3080.01%
411NUVEEN PFD & INCOME OPPORTUNNU23,283$185,3320.01%
412PULMONX CORPLUNG26,991$181,6500.01%
413LLOYDS BANKING GROUP PLCLLOBF19,632$74,9950.01%
414LEXICON PHARMACEUTICALS INCLXRX10,929$5,0370.00%