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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

Prime Capital Investment Advisors, LLC

Quarter ended Q3 2024 · Filed November 5, 2024 · Accession 0001214659-24-018432

Total Value
$7.02B
Positions
944
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS TOTAL STK MKT9229087691,289,732$365.2M5.31%
2SCHWAB STRATEGIC TR US LRG CAP ETF8085242013,839,386$260.5M3.79%
3ISHARES TR CORE S&P TTL STK4642871501,558,260$195.7M2.85%
4APPLE INC COMAAPL808,421$188.4M2.74%
5SPDR S&P 500 ETF TR TR UNITSPY327,900$188.1M2.74%
6ISHARES TR US TREAS BD ETF46429B2677,296,440$171.1M2.49%
7ISHARES TR CORE US AGGBD ET4642872261,536,455$155.6M2.26%
8MICROSOFT CORP COMMSFT332,251$143.0M2.08%
9NVIDIA CORPORATION COMNVDA1,091,408$132.5M1.93%
10VANGUARD INDEX FDS VALUE ETF922908744737,124$128.7M1.87%
11VANGUARD INDEX FDS S&P 500 ETF SHS922908363242,195$127.8M1.86%
12SCHWAB STRATEGIC TR INTL EQTY ETF8085248052,853,710$117.3M1.71%
13INVESCO QQQ TR UNIT SER 1IVZ237,073$115.7M1.68%
14VANGUARD WORLD FD MEGA GRWTH IND921910816337,474$108.6M1.58%
15AMERICAN CENTY ETF TR EMERGING0250723491,570,305$103.4M1.50%
16ISHARES TR SP SMCP600VL ETF464287879911,090$98.1M1.43%
17AMAZON COM INC COMAMZN525,823$98.0M1.43%
18VANGUARD BD INDEX FDS TOTAL BND MRKT9219378351,290,436$96.9M1.41%
19VANGUARD MUN BD FDS TAX EXEMPT BD9229077461,874,956$95.8M1.39%
20AMERICAN CENTY ETF TR US SML CP VALU025072877969,484$93.0M1.35%
21BONDBLOXX ETF TRUST BLOOMBERG TEN YR09789C8121,914,870$92.7M1.35%
22ISHARES TR CORE S&P500 ETF464287200157,927$91.1M1.33%
23ISHARES TR MSCI USA QLT FCT46432F339486,369$87.2M1.27%
24ISHARES TR CORE MSCI TOTAL46432F8341,084,114$78.7M1.15%
25ISHARES TR HDG MSCI EAFE46434V8031,830,335$64.8M0.94%
26ISHARES TR NATIONAL MUN ETF464288414593,569$64.5M0.94%
27VANGUARD CHARLOTTE FDS TOTAL INT BD ETF92203J4071,204,043$60.5M0.88%
28SCHWAB STRATEGIC TR US MID-CAP ETF808524508726,723$60.4M0.88%
29WISDOMTREE TR US QTLY DIV GRTWT707,832$58.9M0.86%
30VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF922042866749,414$58.7M0.85%
31VANGUARD BD INDEX FDS SHORT TRM BOND921937827742,401$58.4M0.85%
32VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF922042874815,674$58.0M0.84%
33ELI LILLY & CO COMLLY64,372$57.0M0.83%
34SCHWAB STRATEGIC TR US TIPS ETF808524870976,331$52.4M0.76%
35BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A113,028$52.0M0.76%
36SCHWAB STRATEGIC TR US LCAP GR ETF808524300493,267$51.4M0.75%
37ISHARES TR CORE MSCI EAFE46432F842635,309$49.6M0.72%
38BROADCOM INC COMAVGO272,139$46.9M0.68%
39ALPHABET INC CAP STK CL AGOOG273,195$45.3M0.66%
40WALMART INC COMWMT558,174$45.1M0.66%
41HOME DEPOT INC COMHD106,983$43.3M0.63%
42META PLATFORMS INC CL AMETA73,750$42.2M0.61%
43COSTCO WHSL CORP NEW COM22160K10545,777$40.6M0.59%
44ISHARES TR CORE INTL AGGR46435G672766,578$39.7M0.58%
45VANGUARD INDEX FDS REAL ESTATE ETF922908553397,777$38.8M0.56%
46EXXON MOBIL CORP COMXOM328,379$38.5M0.56%
47UNITEDHEALTH GROUP INC COMUNH65,067$38.0M0.55%
48VANGUARD SPECIALIZED FUNDS DIV APP ETF921908844188,000$37.2M0.54%
49ISHARES TR BROAD USD HIGH46435U853980,014$36.9M0.54%
50ALPHABET INC CAP STK CL CGOOG202,723$33.9M0.49%
51JPMORGAN CHASE & CO. COMVYLD149,919$31.6M0.46%
52ADVANCED MICRO DEVICES INC COMAMD185,178$30.4M0.44%
53J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM46641Q332502,203$29.9M0.43%
54VISA INC COM CL AV104,515$28.7M0.42%
55PEPSICO INC COMPEP163,936$27.9M0.41%
56ABBVIE INC COMABBV134,524$26.6M0.39%
57PROCTER AND GAMBLE CO COM742718109151,203$26.2M0.38%
58SCHWAB STRATEGIC TR US LCAP VA ETF808524409310,141$24.9M0.36%
59DIMENSIONAL ETF TRUST EMGR CRE EQT MNG25434V302883,660$24.2M0.35%
60ISHARES TR CRE U S REIT ETF464288521381,823$23.5M0.34%
61JOHNSON & JOHNSON COMJNJ143,587$23.3M0.34%
62RTX CORPORATION COMRTX190,959$23.1M0.34%
63VANGUARD BD INDEX FDS INTERMED TERM921937819279,109$21.9M0.32%
64CHEVRON CORP NEW COMCVX145,003$21.4M0.31%
65ADOBE INC COMADBE40,826$21.1M0.31%
66AMERICAN CENTY ETF TR INTL SMCP VLU025072802296,017$20.9M0.30%
67MERCK & CO INC COMMRK183,897$20.9M0.30%
68MCDONALDS CORP COMMCD68,094$20.7M0.30%
69J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM46654Q203357,569$19.6M0.29%
70TESLA INC COMTSLA74,669$19.5M0.28%
71ISHARES TR CORE S&P SCP ETF464287804160,672$18.8M0.27%
72VANGUARD INDEX FDS GROWTH ETF92290873648,320$18.6M0.27%
73SPDR SER TR PRTFLO S&P500 GW78464A409221,985$18.4M0.27%
74LOCKHEED MARTIN CORP COMLMT31,149$18.2M0.26%
75ISHARES TR 0-5 YR TIPS ETF46429B747179,682$18.2M0.26%
76ALPS ETF TR ALERIAN MLP00162Q452386,149$18.2M0.26%
77PROSHARES TR S&P 500 DV ARIST74348A467167,993$17.9M0.26%
78ISHARES TR IBOXX HI YD ETF464288513215,643$17.3M0.25%
79MASTERCARD INCORPORATED CL AMA34,885$17.2M0.25%
80SALESFORCE INC COMCRM58,036$15.9M0.23%
81AMGEN INC COMAMGN48,421$15.6M0.23%
82APPLIED MATLS INC COM03822210576,784$15.5M0.23%
83BECTON DICKINSON & CO COMBDX64,221$15.5M0.23%
84HONEYWELL INTL INC COM43851610671,134$14.7M0.21%
85AMERICAN EXPRESS CO COMAXP54,200$14.7M0.21%
86SCHWAB STRATEGIC TR US SML CAP ETF808524607284,262$14.6M0.21%
87ISHARES TR TIPS BD ETF464287176128,991$14.2M0.21%
88SPDR SER TR NUVEEN BLMBRG SH78468R739295,792$14.2M0.21%
89SELECT SECTOR SPDR TR SBI CONS STPLS81369Y308168,011$13.9M0.20%
90ISHARES TR IBOXX INV CP ETF464287242122,601$13.9M0.20%
91DIMENSIONAL ETF TRUST US CORE EQUITY 225434V708395,689$13.6M0.20%
92ENERGY TRANSFER L P COM UT LTD PTNET-PI839,122$13.5M0.20%
93DEERE & CO COMDE31,626$13.2M0.19%
94ISHARES TR RUS 1000 GRW ETF46428761434,744$13.0M0.19%
95BLACKSTONE INC COMBX85,014$13.0M0.19%
96TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910074,262$12.9M0.19%
97DISNEY WALT CO COM254687106132,447$12.7M0.19%
98SELECT SECTOR SPDR TR TECHNOLOGY81369Y80356,373$12.7M0.19%
99SPDR SER TR BLOOMBERG HIGH Y78468R622127,210$12.4M0.18%
100VANECK ETF TRUST PHARMACEUTCL ETF92189F692129,444$12.3M0.18%
101ISHARES INC CORE MSCI EMKT46434G103214,200$12.3M0.18%
102SELECT SECTOR SPDR TR SBI INT-UTILS81369Y886151,672$12.3M0.18%
103SERVICENOW INC COMNOW12,925$11.6M0.17%
104ISHARES TR ISHS 1-5YR INVS464288646218,891$11.5M0.17%
105ISHARES TR ISHS 5-10YR INVT464288638214,377$11.5M0.17%
106PALANTIR TECHNOLOGIES INC CL APLTR307,449$11.4M0.17%
107CATERPILLAR INC COMCAT29,069$11.4M0.17%
108WISDOMTREE TR US SHT TRM CORPWT230,535$11.3M0.16%
109NETFLIX INC COMNFLX15,645$11.1M0.16%
110SCHWAB STRATEGIC TR EMRG MKTEQ ETF808524706380,180$11.1M0.16%
111ISHARES TR S&P 500 GRWT ETF464287309113,396$10.9M0.16%
112GUGGENHEIM STRATEGIC OPPORTU COM SBIGOF686,319$10.8M0.16%
113ISHARES GOLD TR ISHARES NEWIAU209,426$10.4M0.15%
114ISHARES TR SHRT NAT MUN ETF46428815895,511$10.1M0.15%
115SCHWAB STRATEGIC TR US BRD MKT ETF808524102152,013$10.1M0.15%
116ISHARES TR MSCI ACWI EXUS46435G847303,033$10.0M0.15%
117STARBUCKS CORP COMSBUX100,462$9.8M0.14%
118VANGUARD STAR FDS VG TL INTL STK F921909768150,895$9.8M0.14%
119ACCENTURE PLC IRELAND SHS CLASS AACN27,593$9.8M0.14%
120COCA COLA CO COMKO135,549$9.7M0.14%
121OREILLY AUTOMOTIVE INC COM67103H1078,167$9.4M0.14%
122ORACLE CORP COMORCL-PD55,020$9.4M0.14%
123ISHARES TR CORE MSCI EURO46434V738152,547$9.3M0.14%
124DBX ETF TR XTRACK MSCI EAFE233051200220,315$9.3M0.13%
125ISHARES TR CORE S&P MCP ETF464287507142,027$8.9M0.13%
126J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT46641Q308155,892$8.8M0.13%
127VANGUARD INDEX FDS MID CAP ETF92290862933,332$8.8M0.13%
128SPDR SER TR BLOOMBERG INVT78468R200281,178$8.7M0.13%
129ISHARES TR RUS MID CAP ETF46428749997,404$8.6M0.12%
130AUTOMATIC DATA PROCESSING IN COMADP31,009$8.6M0.12%
131KORN FERRY COM NEWKFY112,286$8.4M0.12%
132ISHARES TR MORNINGSTAR GRWT46428711999,858$8.4M0.12%
133SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y20953,749$8.3M0.12%
134WHIRLPOOL CORP COMWHR-PA76,709$8.2M0.12%
135INTERNATIONAL BUSINESS MACHS COMINTR36,052$8.0M0.12%
136BANK AMERICA CORP COM060505104197,861$7.9M0.11%
137J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF46641Q852160,191$7.8M0.11%
138ISHARES TR MBS ETF46428858880,475$7.7M0.11%
139NOVO-NORDISK A S ADRNONOF64,191$7.6M0.11%
140ISHARES TR 7-10 YR TRSY BD46428744077,868$7.6M0.11%
141ISHARES TR RUS TP200 GR ETF46428943834,718$7.6M0.11%
142ISHARES TR SELECT DIVID ETF46428716855,888$7.5M0.11%
143ZOETIS INC CL AZTS38,518$7.5M0.11%
144WISDOMTREE TR INTL QULTY DIVWT189,245$7.4M0.11%
145ISHARES TR INVT GRD CORP BD46436E288258,242$7.3M0.11%
146FREEPORT-MCMORAN INC CL BFCX144,689$7.2M0.11%
147OLD DOMINION FREIGHT LINE IN COMODFL35,307$7.0M0.10%
148ROCKWELL AUTOMATION INC COMROK26,119$7.0M0.10%
149ISHARES TR U.S. TECH ETF46428772144,534$6.8M0.10%
150INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA46144X586197,325$6.7M0.10%
151GE AEROSPACE COM NEW36960430135,225$6.6M0.10%
152VANGUARD INDEX FDS SM CP VAL ETF92290861132,968$6.6M0.10%
153PNC FINL SVCS GROUP INC COM69347510534,809$6.4M0.09%
154VANGUARD WHITEHALL FDS HIGH DIV YLD92194640650,121$6.4M0.09%
155SPDR GOLD TR GOLD SHSGLD26,147$6.4M0.09%
156MARRIOTT INTL INC NEW CL A57190320225,328$6.3M0.09%
157QUALCOMM INC COMQCOM36,783$6.3M0.09%
158DEVON ENERGY CORP NEW COM25179M103159,489$6.2M0.09%
159BROADSTONE NET LEASE INC COMBNL326,310$6.2M0.09%
160TJX COS INC NEW COM87254010952,551$6.2M0.09%
161PHILLIPS EDISON & CO INC COMMON STOCKPECO162,865$6.1M0.09%
162ISHARES TR RUSSELL 2000 ETF46428765527,740$6.1M0.09%
163ISHARES TR S&P 500 VAL ETF46428740830,049$5.9M0.09%
164INTUIT COMINTU9,530$5.9M0.09%
165STRYKER CORPORATION COMSYK16,198$5.9M0.09%
166SHERWIN WILLIAMS CO COMSHW15,191$5.8M0.08%
167FIDELITY MERRIMACK STR TR LOW DURTIN ETF316188408115,050$5.8M0.08%
168INVESCO EXCH TRADED FD TR II S&P 500 REVENUEIVZ57,408$5.6M0.08%
169SCHWAB STRATEGIC TR INTL SCEQT ETF808524888145,736$5.6M0.08%
170SEAGATE TECHNOLOGY HLDNGS PL ORD SHSSE51,120$5.6M0.08%
171TRANSDIGM GROUP INC COMTDG3,880$5.5M0.08%
172FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF87,891$5.5M0.08%
173VANGUARD WORLD FD INF TECH ETF92204A7029,086$5.3M0.08%
174SOUTHERN CO COMSOMN58,997$5.3M0.08%
175VANGUARD INDEX FDS EXTEND MKT ETF92290865229,152$5.3M0.08%
176ONEOK INC NEW COMOKE58,091$5.3M0.08%
177THERMO FISHER SCIENTIFIC INC COMTMO8,455$5.2M0.08%
178PALO ALTO NETWORKS INC COMPANW15,271$5.2M0.08%
179ISHARES TR CORE MSCI PAC46434V69678,065$5.2M0.08%
180ISHARES TR MSCI USA MMENTM46432F39625,575$5.2M0.08%
181NIKE INC CL BNKE58,390$5.2M0.08%
182SCHWAB STRATEGIC TR US DIVIDEND EQ80852479761,024$5.2M0.08%
183FIDELITY MERRIMACK STR TR TOTAL BD ETF316188309110,030$5.1M0.07%
184VANGUARD INTL EQUITY INDEX F GLB EX US ETF922042676108,986$5.1M0.07%
185J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF46641Q83799,891$5.1M0.07%
186EATON CORP PLC SHSETN15,208$5.0M0.07%
187FISERV INC COMFISV27,698$5.0M0.07%
188SPDR SER TR NUVEEN BLOOMBERG78464A284189,312$5.0M0.07%
189NEXTERA ENERGY INC COMNEE-PW58,830$5.0M0.07%
190BLACKROCK INC COMBLK5,210$4.9M0.07%
191GOLDMAN SACHS GROUP INC COMGSCE9,980$4.9M0.07%
192PFIZER INC COMPFE170,314$4.9M0.07%
193TENABLE HLDGS INC COM88025T102121,116$4.9M0.07%
194VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT92194385892,906$4.9M0.07%
195CONSTELLATION BRANDS INC CL ASTZ18,681$4.8M0.07%
196WASTE CONNECTIONS INC COMWCN26,817$4.8M0.07%
197TRACTOR SUPPLY CO COMTSCO16,328$4.8M0.07%
198MICRON TECHNOLOGY INC COMMU45,403$4.7M0.07%
199ISHARES TR CALIF MUN BD ETF46428835680,622$4.7M0.07%
200CHIPOTLE MEXICAN GRILL INC COMCMG81,067$4.7M0.07%
201UNILEVER PLC SPON ADR NEWUNLYF71,331$4.6M0.07%
202SSGA ACTIVE ETF TR SPDR TR TACTIC78467V848111,897$4.6M0.07%
203LOWES COS INC COM54866110716,894$4.6M0.07%
204UNION PAC CORP COMUNP17,999$4.4M0.06%
205ISHARES TR RUS 1000 VAL ETF46428759823,364$4.4M0.06%
206CBRE GROUP INC CL ACBRE3,561$4.4M0.06%
207RESMED INC COMRSMDF17,826$4.4M0.06%
208MARATHON PETE CORP COMMARA26,453$4.3M0.06%
209UBER TECHNOLOGIES INC COMUBER57,322$4.3M0.06%
210FASTENAL CO COMFAST60,313$4.3M0.06%
211WASTE MGMT INC DEL COM94106L10920,734$4.3M0.06%
2123M CO COMMMM31,308$4.3M0.06%
213INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUMIVZ35,537$4.3M0.06%
214INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEVIVZ37,160$4.3M0.06%
215ABBOTT LABS COMABLZF37,324$4.3M0.06%
216ANALOG DEVICES INC COMADI18,367$4.2M0.06%
217CHENIERE ENERGY INC COM NEWLNG23,450$4.2M0.06%
218SPDR SER TR BLOOMBERG 1-3 MO78468R66345,923$4.2M0.06%
219ISHARES TR BLACKROCK ULTRA46434V87882,804$4.2M0.06%
220VERIZON COMMUNICATIONS INC COMVZ93,546$4.2M0.06%
221FIDELITY COMWLTH TR NASDAQ COMPSIT31591280858,589$4.2M0.06%
222LAM RESEARCH CORP COMLRCX5,139$4.2M0.06%
223VANGUARD WORLD FD MEGA CAP INDEX92191087320,144$4.2M0.06%
224SPDR SER TR S&P DIVID ETF78464A76329,136$4.1M0.06%
225DANAHER CORPORATION COM23585110214,773$4.1M0.06%
226WORKDAY INC CL AWDAY16,775$4.1M0.06%
227CISCO SYS INC COMCSCO76,579$4.1M0.06%
228VANGUARD INDEX FDS SMALL CP ETF92290875117,159$4.1M0.06%
229CROWDSTRIKE HLDGS INC CL ACRWD14,439$4.0M0.06%
230SPDR SER TR PORTFOLIO SH TSR78468R101137,240$4.0M0.06%
231ARISTA NETWORKS INC COMANET10,403$4.0M0.06%
232ISHARES TR US AER DEF ETF46428876026,437$4.0M0.06%
233DOW INC COMDOW71,627$3.9M0.06%
234ISHARES TR MSCI USA MIN VOL46429B69742,519$3.9M0.06%
235GALLAGHER ARTHUR J & CO COM36357610913,712$3.9M0.06%
236WISDOMTREE TR US LARGECAP FUNDWT64,016$3.8M0.06%
237FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF33734X84664,734$3.8M0.06%
238AT&T INC COMT-PC174,232$3.8M0.06%
239DUKE ENERGY CORP NEW COM NEWDUKB33,163$3.8M0.06%
240EMERSON ELEC CO COMEMR34,504$3.8M0.05%
241TEXAS INSTRS INC COM88250810418,048$3.7M0.05%
242INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTIVZ20,711$3.7M0.05%
243S&P GLOBAL INC COMSPGI7,117$3.7M0.05%
244SPDR SER TR PRTFLO S&P500 VL78464A50869,075$3.7M0.05%
245GENERAL DYNAMICS CORP COMGD12,064$3.6M0.05%
246BOEING CO COMBA-PA23,380$3.6M0.05%
247SPDR INDEX SHS FDS PORTFOLIO DEVLPD78463X88994,002$3.5M0.05%
248ISHARES TR RUSSELL 3000 ETF46428768910,674$3.5M0.05%
249WORLD GOLD TR SPDR GLD MINISGLDW64,533$3.4M0.05%
250ISHARES U S ETF TR INT RT HDG C B46431W70535,962$3.3M0.05%
251BOOKING HOLDINGS INC COMBKNG789$3.3M0.05%
252TARGET CORP COMTGT21,020$3.3M0.05%
253ILLINOIS TOOL WKS INC COM45230810912,372$3.2M0.05%
254FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO500,638$3.2M0.05%
255SELECT SECTOR SPDR TR COMMUNICATION81369Y85234,850$3.2M0.05%
256NORTHROP GRUMMAN CORP COMNOC5,929$3.1M0.05%
257AMERICAN ELEC PWR CO INC COM02553710129,990$3.1M0.04%
258PHILLIPS 66 COMPSX23,398$3.1M0.04%
259HILTON WORLDWIDE HLDGS INC COMHLT13,295$3.1M0.04%
260IDEXX LABS INC COM45168D1046,023$3.0M0.04%
261LAMAR ADVERTISING CO NEW CL ALAMR22,499$3.0M0.04%
262MORGAN STANLEY COM NEWMS-PQ28,489$3.0M0.04%
263CHUBB LIMITED COMCB10,260$3.0M0.04%
264SELECT SECTOR SPDR TR ENERGY81369Y50633,327$2.9M0.04%
265ETF SER SOLUTIONS BAHL & GAYNOR IN26922B52795,039$2.8M0.04%
266INTUITIVE SURGICAL INC COM NEWISRG5,740$2.8M0.04%
267ASML HOLDING N V N Y REGISTRY SHSASMLF3,365$2.8M0.04%
268VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70645,387$2.7M0.04%
269SILA REALTY TRUST INC COMMON STOCKSILA106,346$2.7M0.04%
270VANGUARD INDEX FDS SML CP GRW ETF92290859510,058$2.7M0.04%
271FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN33733E50074,832$2.7M0.04%
272DBX ETF TR XTRCKR MSCI US23305115050,132$2.7M0.04%
273ISHARES TR ISHARES BIOTECH46428755618,309$2.7M0.04%
274DIAGEO PLC SPON ADR NEWDGEAF18,841$2.6M0.04%
275INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENTIVZ39,839$2.6M0.04%
276ARES MANAGEMENT CORPORATION CL A COM STKARES-PB16,882$2.6M0.04%
277ISHARES TR 20 YR TR BD ETF46428743226,808$2.6M0.04%
278ISHARES TR ISHARES SEMICDTR46428752311,335$2.6M0.04%
279COLGATE PALMOLIVE CO COMCL24,381$2.5M0.04%
280SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPMDY4,430$2.5M0.04%
281ISHARES TR 10-20 YR TRS ETF46428865323,003$2.5M0.04%
282CSX CORP COMCSX72,543$2.5M0.04%
283CONOCOPHILLIPS COMCOP23,016$2.4M0.04%
284GENERAL MLS INC COM37033410432,576$2.4M0.03%
285ISHARES TR MORNINGSTAR VALU46428810929,091$2.4M0.03%
286VANGUARD WORLD FD HEALTH CAR ETF92204A5048,389$2.4M0.03%
287PROLOGIS INC. COMPLDGP18,712$2.4M0.03%
288PAYCHEX INC COMPAYX17,411$2.3M0.03%
289NORFOLK SOUTHN CORP COM6558441089,360$2.3M0.03%
290CINTAS CORP COMCTAS11,227$2.3M0.03%
291HALLIBURTON CO COMHAL79,502$2.3M0.03%
292WELLS FARGO CO NEW COM94974610140,638$2.3M0.03%
293MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE56170L695204,518$2.3M0.03%
294FS KKR CAP CORP COMFSK114,740$2.3M0.03%
295AFLAC INC COMAFL20,110$2.2M0.03%
296ENTERGY CORP NEW COMENO16,952$2.2M0.03%
297VANGUARD INDEX FDS MCAP VL IDXVIP92290851213,270$2.2M0.03%
298CVS HEALTH CORP COMCVS35,207$2.2M0.03%
299FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT33739Q20044,765$2.2M0.03%
300NOVARTIS AG SPONSORED ADRNVSEF18,859$2.2M0.03%
301J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF46641Q64742,179$2.2M0.03%
302T-MOBILE US INC COMTMUSZ10,227$2.1M0.03%
303COMCAST CORP NEW CL ACCZ50,308$2.1M0.03%
304GILEAD SCIENCES INC COMGILD24,831$2.1M0.03%
305GE VERNOVA INC COMGEV8,137$2.1M0.03%
306NASDAQ INC COMNDAQ28,368$2.1M0.03%
307FEDEX CORP COMFDX7,541$2.1M0.03%
308FORTINET INC COMFTNT26,556$2.1M0.03%
309VANGUARD SCOTTSDALE FDS VNG RUS1000GRW92206C68021,261$2.1M0.03%
310ISHARES TR CORE DIV GRWTH46434V62132,545$2.0M0.03%
311ISHARES TR S&P SML 600 GWT46428788714,527$2.0M0.03%
312MEDTRONIC PLC SHSMDT22,289$2.0M0.03%
313PHILIP MORRIS INTL INC COM71817210916,454$2.0M0.03%
314CUMMINS INC COMCMI6,158$2.0M0.03%
315VANGUARD WORLD FD COMM SRVC ETF92204A88413,685$2.0M0.03%
316INVESCO EXCH TRADED FD TR II S&P MIDCP LOWIVZ32,471$2.0M0.03%
317ISHARES TR IBONDS DEC25 ETF46434VBD178,914$2.0M0.03%
318INVESCO EXCHANGE TRADED FD T WATER RES ETFIVZ27,964$2.0M0.03%
319VANGUARD WORLD FD INDUSTRIAL ETF92204A6037,541$2.0M0.03%
320JOHNSON CTLS INTL PLC SHSG5150210525,050$1.9M0.03%
321RIO TINTO PLC SPONSORED ADRRTNTF26,657$1.9M0.03%
322LULULEMON ATHLETICA INC COMLULU6,840$1.9M0.03%
323ISHARES TR INVESTMENT GRADE46435G21939,798$1.8M0.03%
324MONDELEZ INTL INC CL A60920710524,727$1.8M0.03%
325CASEYS GEN STORES INC COM1475281034,823$1.8M0.03%
326LINDE PLC SHSLIN3,800$1.8M0.03%
327PGIM ETF TR TOTAL RETURN BON69344A80042,124$1.8M0.03%
328VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C10230,407$1.8M0.03%
329WATSCO INC COMWSO-B3,628$1.8M0.03%
330ISHARES TR INTL DIV GRWTH46435G52423,903$1.8M0.03%
331ROYAL BK CDA COM78008710214,121$1.8M0.03%
332VANGUARD WORLD FD FINANCIALS ETF92204A40515,934$1.8M0.03%
333FIRST TR EXCHANGE-TRADED FD WTR ETF33733B10015,922$1.7M0.03%
334CANADIAN PACIFIC KANSAS CITY COMCP20,331$1.7M0.03%
335ISHARES TR IBONDS DEC202646435GAA071,390$1.7M0.03%
336ASTRAZENECA PLC SPONSORED ADRAZN22,088$1.7M0.03%
337SNOWFLAKE INC CL ASNOW14,925$1.7M0.02%
338ROPER TECHNOLOGIES INC COMROP3,042$1.7M0.02%
339ORTHOPEDIATRICS CORP COMKIDS62,419$1.7M0.02%
340THOMSON REUTERS CORP. COMTMSOF9,865$1.7M0.02%
341ISHARES TR IBONDS DEC24 ETF46434VBG466,367$1.7M0.02%
342ALTRIA GROUP INC COMMO32,444$1.7M0.02%
343VANGUARD WORLD FD CONSUM DIS ETF92204A1084,855$1.7M0.02%
344VANGUARD WORLD FD UTILITIES ETF92204A8769,485$1.7M0.02%
345PUBLIC STORAGE OPER CO COMPSA-PS4,523$1.6M0.02%
346CME GROUP INC COMCME7,430$1.6M0.02%
347VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF92204285834,092$1.6M0.02%
348AMERICAN WTR WKS CO INC NEW COM03042010311,058$1.6M0.02%
349BRISTOL-MYERS SQUIBB CO COMCELG-RI31,168$1.6M0.02%
350ISHARES TR 1 3 YR TREAS BD46428745719,382$1.6M0.02%
351VANGUARD WORLD FD CONSUM STP ETF92204A2077,364$1.6M0.02%
352VERTEX PHARMACEUTICALS INC COMVRTX3,456$1.6M0.02%
353HDFC BANK LTD SPONSORED ADSHDB25,576$1.6M0.02%
354RELX PLC SPONSORED ADRRLXXF33,143$1.6M0.02%
355ISHARES TR MSCI ACWI ETF46428825713,005$1.6M0.02%
356ALCON AG ORD SHSALC15,376$1.5M0.02%
357SPDR SER TR PORT MTG BK ETF78464A38367,032$1.5M0.02%
358PAYPAL HLDGS INC COMPYPL19,290$1.5M0.02%
359PROSHARES TR ULTR RUSSL200074347X79928,704$1.5M0.02%
360VANGUARD WORLD FD ENERGY ETF92204A30612,212$1.5M0.02%
361UNITED PARCEL SERVICE INC CL BUPS10,965$1.5M0.02%
362SPDR DOW JONES INDL AVERAGE UT SER 178467X1093,516$1.5M0.02%
363CHECK POINT SOFTWARE TECH LT ORDM224651047,705$1.5M0.02%
364ISHARES TR 0-5YR HI YL CP46434V40734,021$1.5M0.02%
365SELECT SECTOR SPDR TR INDL81369Y70410,889$1.5M0.02%
366KKR & CO INC COMKKRT11,274$1.5M0.02%
367UNITED RENTALS INC COMURI1,807$1.5M0.02%
368DBX ETF TR XTRACKERS MSCI23305121844,225$1.5M0.02%
369ISHARES TR S&P 100 ETF4642871015,239$1.4M0.02%
370ING GROEP N.V. SPONSORED ADRINGVF79,458$1.4M0.02%
371STARBOARD INVT TR RH TACTICAL OUTLSTHO89,357$1.4M0.02%
372ISHARES TR RUS MD CP GR ETF46428748112,212$1.4M0.02%
373PROGRESSIVE CORP COM7433151035,577$1.4M0.02%
374EDISON INTL COM28102010715,968$1.4M0.02%
375DIMENSIONAL ETF TRUST US EQUITY MARKET25434V40122,307$1.4M0.02%
376ISHARES TR RUS 1000 ETF4642876224,402$1.4M0.02%
377REGENERON PHARMACEUTICALS COMREGN1,298$1.4M0.02%
378E L F BEAUTY INC COMELF12,488$1.4M0.02%
379ISHARES TR INTL SEL DIV ETF46428844844,832$1.4M0.02%
380VANGUARD SCOTTSDALE FDS INT-TERM CORP92206C87015,879$1.3M0.02%
381APOLLO GLOBAL MGMT INC COM03769M10610,592$1.3M0.02%
382AIR PRODS & CHEMS INC COMAIIR4,443$1.3M0.02%
383ISHARES TR FLTG RATE NT ETF46429B65525,905$1.3M0.02%
384EQUINIX INC COMEQIX1,487$1.3M0.02%
385ISHARES TR IBONDS 27 ETF46435UAA953,707$1.3M0.02%
386SCHWAB STRATEGIC TR SHT TM US TRES80852486226,642$1.3M0.02%
387CGI INC CL A SUB VTGGIB11,343$1.3M0.02%
388VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C84721,029$1.3M0.02%
389ISHARES TR MSCI EAFE MIN VL46429B68916,820$1.3M0.02%
390DIMENSIONAL ETF TRUST US TARGETED VLU25434V60923,169$1.3M0.02%
391INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600IVZ27,591$1.3M0.02%
392REPUBLIC SVCS INC COM7607591006,271$1.3M0.02%
393SOUTHERN COPPER CORP COMSCCO10,868$1.3M0.02%
394SELECT SECTOR SPDR TR FINANCIAL81369Y60527,737$1.3M0.02%
395SNAP ON INC COMSNA4,320$1.3M0.02%
396INVENTRUST PPTYS CORP COM NEW46124J20144,102$1.3M0.02%
397VANGUARD WORLD FD MATERIALS ETF92204A8015,913$1.3M0.02%
398CITIGROUP INC COM NEWC-PR19,784$1.2M0.02%
399IRON MTN INC DEL COM46284V10110,409$1.2M0.02%
400FACTSET RESH SYS INC COM3030751052,689$1.2M0.02%
401SCHWAB CHARLES CORP COMSCHW-PJ19,007$1.2M0.02%
402GCM GROSVENOR INC COM CL AGCMG108,109$1.2M0.02%
403SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4076,085$1.2M0.02%
404KINDER MORGAN INC DEL COMEP-PC54,865$1.2M0.02%
405SEMPRA COMSREA14,452$1.2M0.02%
406DELL TECHNOLOGIES INC CL CDELL10,075$1.2M0.02%
407OCCIDENTAL PETE CORP COM67459910523,095$1.2M0.02%
408POOL CORP COMPOOL3,096$1.2M0.02%
409D R HORTON INC COM23331A1096,105$1.2M0.02%
410MOODYS CORP COMMCO2,454$1.2M0.02%
411INDEPENDENCE RLTY TR INC COM45378A10656,676$1.2M0.02%
412ISHARES TR TRS FLT RT BD46434V86022,736$1.2M0.02%
413THE TRADE DESK INC COM CL A88339J10510,367$1.1M0.02%
414L3HARRIS TECHNOLOGIES INC COMLHX4,715$1.1M0.02%
415ISHARES TR EXPANDED TECH46428751512,516$1.1M0.02%
416KIMBERLY-CLARK CORP COMKMB7,790$1.1M0.02%
417ISHARES TR S&P MC 400GR ETF46428760612,042$1.1M0.02%
418SHOPIFY INC CL ASHOP13,801$1.1M0.02%
419CARRIER GLOBAL CORPORATION COMCARR13,669$1.1M0.02%
420SHELL PLC SPON ADSRYDAF16,659$1.1M0.02%
421VALERO ENERGY CORP COMVLO8,116$1.1M0.02%
422NEWMONT CORP COMNEMCL20,500$1.1M0.02%
423PETROLEO BRASILEIRO SA PETRO SPONSORED ADR71654V40875,866$1.1M0.02%
424ISHARES TR PFD AND INCM SEC46428868732,633$1.1M0.02%
425AMERICAN CENTY ETF TR DIVERSIFIED MU02507250521,067$1.1M0.02%
426THE CIGNA GROUP COM1255231003,125$1.1M0.02%
427SAREPTA THERAPEUTICS INC COMSRPT8,654$1.1M0.02%
428MONSTER BEVERAGE CORP NEW COMMNST20,647$1.1M0.02%
429ISHARES TR 3 7 YR TREAS BD4642886618,997$1.1M0.02%
430TRANE TECHNOLOGIES PLC SHSTT2,764$1.1M0.02%
431LEIDOS HOLDINGS INC COMLDOS6,555$1.1M0.02%
432SCHWAB STRATEGIC TR US AGGREGATE B80852483922,474$1.1M0.02%
433FIRST SOLAR INC COMFSLR4,267$1.1M0.02%
434CRA INTL INC COM12618T1056,065$1.1M0.02%
435SUPER MICRO COMPUTER INC COMSMCI2,537$1.1M0.02%
436ISHARES TR FALN ANGLS USD46435G47438,450$1.1M0.02%
437SCHLUMBERGER LTD COM STKSLB25,054$1.1M0.02%
438SPDR SER TR PORTFOLIO S&P50078464A85415,502$1.0M0.02%
439SOUTHWEST AIRLS CO COM84474110835,295$1.0M0.02%
440VALE S A SPONSORED ADSVALE89,086$1.0M0.02%
441DIGITAL RLTY TR INC COM2538681036,424$1.0M0.02%
442ISHARES INC MSCI EMRG CHN46434G76416,897$1.0M0.02%
443ISHARES TR MSCI USA SMCP MN46435G43325,062$1.0M0.01%
444AMPLIFY ETF TR AMPLIFY MOBILE P03210865619,396$1.0M0.01%
445VANGUARD WHITEHALL FDS INTL HIGH ETF92194679413,668$1.0M0.01%
446ETF SER SOLUTIONS BAHL GAYNOR SML26922B83233,850$990,4400.01%
447C H ROBINSON WORLDWIDE INC COM NEWCHRW8,969$989,9490.01%
448WISDOMTREE TR YIELD ENHANCEDWT20,634$989,9470.01%
449BIOGEN INC COMBIIB5,079$984,4560.01%
450REALTY INCOME CORP COMO15,323$971,7820.01%
451AMERICAN TOWER CORP NEW COM03027X1004,169$969,6480.01%
452DELTA AIR LINES INC DEL COM NEWDAL18,707$950,1470.01%
453EPR PPTYS COM SH BEN INT26884U10919,126$937,9390.01%
454KLA CORP COM NEWKLAC1,210$936,8660.01%
455CANAAN INC SPONSORED ADSCAN914,385$923,5290.01%
456GARMIN LTD SHSGRMN5,230$920,6230.01%
457SPDR SER TR PORTFOLIO SHORT78464A47430,189$914,1340.01%
458INTEL CORP COMINTC38,555$904,4970.01%
459DOMINION ENERGY INC COMD15,640$903,8270.01%
460DOLLAR GEN CORP NEW COM25667710510,662$901,7090.01%
461PARKER-HANNIFIN CORP COMPH1,419$896,7500.01%
462ADVANCED DRAIN SYS INC DEL COM00790R1045,627$884,3390.01%
463CROWN CASTLE INC COMCCI7,419$880,1500.01%
464FIRSTSERVICE CORP NEW COMFSV4,819$879,2790.01%
465SPDR SER TR S&P KENSHO NEW78468R64817,804$878,2900.01%
466AMERICAN INTL GROUP INC COM NEW02687478411,835$866,6550.01%
467SAP SE SPON ADRSAPGF3,779$865,8180.01%
468INVESCO EXCH TRADED FD TR II FNDMNTL HY CRPIVZ46,697$865,7710.01%
469ECOLAB INC COMECL3,381$863,3060.01%
470ISHARES TR MSCI ACWI EX US46428824015,082$862,9720.01%
471ADT INC DEL COMADT118,614$857,5790.01%
472CENCORA INC COMCOR3,768$848,1150.01%
473CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI14020W10623,266$847,8130.01%
474BOSTON SCIENTIFIC CORP COMBSX10,056$842,6930.01%
475ALLSTATE CORP COMALL-PJ4,405$835,4630.01%
476MARSH & MCLENNAN COS INC COM5717481023,725$831,0780.01%
477ISHARES TR U.S. FINLS ETF4642877887,991$830,2650.01%
478MARVELL TECHNOLOGY INC COMMRVL11,391$821,5180.01%
479ENSIGN GROUP INC COMENSG5,692$818,6230.01%
480YUM BRANDS INC COMYUM5,856$818,1410.01%
481AMERICAN AIRLS GROUP INC COM02376R10272,069$810,0560.01%
482MERCADOLIBRE INC COMMELI394$808,4720.01%
483FIDELITY COVINGTON TRUST QLTY FCTOR ETF31609279012,298$798,1590.01%
484CADENCE DESIGN SYSTEM INC COMCDNS2,939$796,5570.01%
485MCKESSON CORP COMMCK1,609$795,5470.01%
486EXPEDIA GROUP INC COM NEWEXPE5,356$792,7950.01%
487ISHARES TR CORE TOTAL USD46434V61316,707$787,2340.01%
488FIDELITY COVINGTON TRUST HIGH DIVID ETF31609284015,530$786,6120.01%
489LENNAR CORP CL ALEN-B4,193$786,1030.01%
490VERTIV HOLDINGS CO COM CL AVRT7,821$778,1160.01%
491GENERAC HLDGS INC COMGNRC4,804$763,2600.01%
492EATON VANCE TAX ADVT DIV INC COMETN30,791$760,2260.01%
493AMERICAN HEALTHCARE REIT INC COM SHSAHR28,976$756,2740.01%
494MICROCHIP TECHNOLOGY INC. COMMCHPP9,326$748,7850.01%
495BARINGS BDC INC COMBBDC75,767$742,5170.01%
496MONOLITHIC PWR SYS INC COM609839105802$741,2530.01%
497ROYAL CARIBBEAN GROUP COMV7780T1034,154$736,7530.01%
498NUVEEN CA QUALTY MUN INCOME COMNU61,842$735,3050.01%
499INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFIVZ3,656$734,3720.01%
500SYNOPSYS INC COMSNPS1,450$734,2660.01%