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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

Painted Porch Advisors LLC

Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001214659-25-010339

Total Value
$238.9M
Positions
530
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares MSCI EAFE464287465585,947$47.9M20.05%
2Berkshire HathawayBRK-A76,399$40.7M17.03%
3iShares S&P 600 Index464287804333,824$34.9M14.61%
4Invesco S&P Low Vol IndexIVZ301,643$22.5M9.44%
5AppleAAPL52,746$11.7M4.90%
6VisaV23,354$8.2M3.43%
7Vanguard Total Stock Market Index92290876922,189$6.1M2.55%
8Vanguard Value Index Fund92290874430,547$5.3M2.21%
9iShares Core S&P 5004642872004,905$2.8M1.15%
10ChevronCVX15,701$2.6M1.10%
11Ares ManagementARES-PB17,867$2.6M1.10%
12Procter and Gamble CO74271810914,355$2.4M1.02%
13MicrosoftMSFT5,808$2.2M0.91%
14Johnson & JohnsonJNJ13,102$2.2M0.91%
15Walmart IncWMT22,752$2.0M0.84%
16Becton DickinsonBDX8,370$1.9M0.80%
17PepsiCoPEP11,016$1.7M0.69%
18Coca ColaKO21,472$1.5M0.64%
19Emerson Electric CompanyEMR13,870$1.5M0.64%
20Amgen IncAMGN4,797$1.5M0.63%
21Yum BrandsYUM8,567$1.3M0.56%
22Union Pac CorpUNP5,129$1.2M0.51%
23AonAON2,325$927,8840.39%
24Adobe SystemsADBE2,415$926,2250.39%
25Idexx labs Inc45168D1042,150$902,8930.38%
26Ecolab IncECL3,200$811,2640.34%
27Vanguard Small Cap Value Index9229086114,240$789,8260.33%
28FacebookMETA1,320$760,7950.32%
29iShares ESG Aware US Aggregate Bond ETF46435U54915,955$757,5430.32%
30Air Prods & Chems IncAIIR2,392$705,4490.30%
31iShares Treasury Floating Rate Bond ETF46434V86013,866$702,4550.29%
32Nuveen ESG Small Cap ETFNU18,151$695,9090.29%
33Alphabet Class CGOOG4,413$682,4720.29%
34ISHARES MSCI USA QUALITY FACTOR ETF46432F3393,916$669,2050.28%
35Rayonier IncRYN23,750$662,1500.28%
36MastercardMA1,208$662,1290.28%
37Linde Plc ShsLIN1,363$634,6670.27%
38AmazonAMZN3,251$618,5350.26%
39Smucker J M Co8326964054,802$568,6050.24%
40ConcophillipsCOP5,314$558,0760.23%
41Deere & CoDE1,127$528,9570.22%
42SPDR S&P 500 ETFSPY933$521,8880.22%
43iShares Core MSCI46432F8426,517$493,0110.21%
44Zebra TechnologiesZBRA1,723$486,8510.20%
45Netflix IncNFLX483$450,4120.19%
46EAST WEST BANCORP INC COMEWBC4,421$396,8290.17%
47WelltowerWELL2,545$389,9190.16%
48Abbvie IncABBV1,819$381,1170.16%
49Exxon Mobil CorporationXOM2,988$355,3630.15%
50Square IncBSQKZ6,172$335,3250.14%
51COASTAL FINL CORP WA COM NEW19046P2093,500$316,4350.13%
52Nvidia CorporationNVDA2,831$306,8360.13%
53Novo-NordiskNONOF4,412$306,3690.13%
54Atlassian CorpTEAM1,395$296,0330.12%
55FedexFDX1,211$295,2180.12%
56ResmedRSMDF1,284$287,4230.12%
57Oasis Petroleum IncCHRD2,500$281,8000.12%
58Alphabet Class AGOOG1,731$270,4340.11%
59MANNKIND CORP COM NEWMNKD53,432$268,7630.11%
60Cisco Sys IncCSCO4,187$258,3800.11%
61Kimberly Clark CorporationKMB1,597$227,1250.10%
62Abbott LabsABLZF1,686$223,6480.09%
63Marsh & Mclennan COS Inc571748102894$218,1630.09%
64Costco Whsl Corp22160K105223$210,9090.09%
65Republic Bancorp IncRBCAA3,175$202,6290.08%
66iShares S&P Small Cap 600 Value ETF4642878792,050$199,8760.08%
67Blackrock Science & TechBLK10,878$192,9790.08%
68SPDR Gold MiniShares TrustGLDW3,057$189,1980.08%
69Waste Management Inc94106L109813$188,2180.08%
70Goldman Sachs ActiveBetaNVGLF1,666$183,3630.08%
71Hagerty IncHGTY18,638$168,4880.07%
72MerckMRK1,848$165,8760.07%
73State STR CorpSTT-PG1,845$165,1830.07%
74ZoetisZTS944$155,4300.07%
75Accenture PLC Ireland SHS Class AACN496$154,7720.06%
76ISHARES RUSSELL MIDCAP ETF4642874991,800$153,1260.06%
77Technology Select Sector81369Y803736$151,9690.06%
78Stryker CorporationSYK401$149,2720.06%
79Tesla IncorporatedTSLA551$142,7970.06%
80Home DepotHD390$142,7520.06%
81Snap On INCSNA407$137,1630.06%
82ROBINHOOD MKTS INC COM CL A7707001023,208$133,5170.06%
83Illinois Tool Works452308109538$133,4290.06%
84Philip Morris Intl inc718172109836$132,6780.06%
85American Tower Corp03027X100603$131,2130.05%
86Amphenol Corp0320951011,997$130,9830.05%
87Kroger CoKR1,905$128,9510.05%
88Manhattan AssocMANH734$127,0110.05%
89Target CorpTGT1,188$124,0080.05%
90Grainger W W Inc384802104125$123,4790.05%
91Broadcom Inc ComAVGO734$122,8940.05%
92Liberty Media CorpFWONB1,500$122,2050.05%
93Henry Jack & Assoc Inc426281101666$121,6120.05%
94Marcus Corp DelMCS7,157$119,4500.05%
95Northwest Bancshares IncNWBI9,925$119,2990.05%
96Enterprise Production Partners2937921073,493$119,2510.05%
97Norfolk Southern Corp655844108500$118,4250.05%
98S&P Global IncSPGI231$117,3710.05%
99Western Midstream Partners LPWES2,824$115,6780.05%
100Schwab Intermediate-Term US Treasury8085248544,536$112,7650.05%
101Lululemon Atheltica IncLULU394$111,5260.05%
102Verizon Communications IncVZ2,457$111,4500.05%
103Ishares Russell 2000 Value464287630725$109,4610.05%
104Public Storage ComPSA-PS365$109,2410.05%
105JP Morgan Chase & CoVYLD440$108,0480.05%
106Vanguard Russell 2000 Value ETF92206C649805$107,1370.04%
107Oneok Inc NewOKE1,050$104,1810.04%
108Invesco S&P Sm Cap Low Vol IndexIVZ2,210$102,0620.04%
109ISHARES S&P 100 ETF464287101372$100,7490.04%
110GENERAL MLS INC COM3703341041,625$97,1590.04%
111Essa Bancorp Inc29667D1045,150$97,0780.04%
112Duke EnergyDUKB789$96,2340.04%
113Invesco S&P 500 Equal WeightIVZ548$94,9300.04%
114StarbucksSBUX967$94,8190.04%
115Vanguard ESG International Stock9219107251,590$93,7780.04%
116Invesco QQQ TrustIVZ190$89,1580.04%
117SPDR S&P DIVIDEND ETF78464A763622$84,3930.04%
118General Electric369604301415$83,0620.03%
119AT&TT-PC2,905$82,1630.03%
120Schlumberger LTDSLB1,962$82,0070.03%
121Clorox CoCLX550$80,9880.03%
122AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF0250724061,524$78,9810.03%
123WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT2,381$76,0970.03%
124iShares S7P Small Cap Growth Etf464287887587$73,0820.03%
125Schwab International Equity ETF8085248053,668$72,5530.03%
126Schwab Short-Term US Treasury8085248622,977$72,4600.03%
127MaximusMMS1,039$70,8490.03%
128Sei Invts Co784117103891$69,1680.03%
129Vanguard S&P 500 ETF922908363133$68,5120.03%
130Vanguard FTSE Developed Markets ETF9219438581,344$68,3160.03%
131MAIN SECTOR ROTATION ETFNTRSO1,321$67,4500.03%
132Encompass Health CorpEHC661$66,9460.03%
133Unitedhealth Group IncUNH125$65,4690.03%
134Phillips 66PSX503$62,1100.03%
135Charles SchwabSCHW-PJ775$60,6670.03%
136Schwab U.S. Small-Cap Etf8085246072,516$58,9500.02%
137DOVER CORP COMDOV328$57,7060.02%
138International Business Machines CorporationINTR232$57,6890.02%
139INGREDION INC COMINGR426$57,5990.02%
140Asana IncASAN3,941$57,4200.02%
141ENSIGN GROUP INC COMENSG443$57,3240.02%
142GentexGNTX2,438$56,8050.02%
143CORVEL CORP COMCRVL502$56,2090.02%
144Health Care Select SPDR Fund81369Y209381$55,6300.02%
145HCI GROUP INC COMHCIIP360$53,7230.02%
146iShares Treasury Bond46436E718527$53,0530.02%
147Wells Fargo CO949746101705$50,6120.02%
148Vanguard Consumer Index Fund92204A108154$50,1290.02%
149FABRINET SHSFN250$49,3780.02%
150Utilities Select Sector81369Y886623$49,1240.02%
151Williams Sonoma IncWSM308$48,6950.02%
152Comcast CorporationCCZ1,314$48,4870.02%
153Consumer Staples Select SPDR Fund81369Y308588$48,0220.02%
154JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332829$47,3640.02%
155Gilead Sciences IncGILD420$47,0610.02%
156LINCOLN NATL CORP IND COM5341871091,300$46,6830.02%
157CHEMED CORP NEW COMCHE74$45,5340.02%
158McCormick & CO IncMKC-V540$44,4470.02%
159INVESCO NASDAQ INTERNET ETFIVZ1,000$44,1300.02%
160Lowes Cos Inc548661107189$44,1210.02%
161Altria Group IncMO731$43,8750.02%
162Laboratory Corp AmerLH180$41,8930.02%
163iShares US Treasury Bond46429B2671,819$41,8100.02%
164United Technologies CorporationRTX306$40,5490.02%
165JPMorgan Ultra-Short Income ETF46641Q837778$39,3940.02%
166Bitwise Bitcoin ETF TrustBITB873$39,1800.02%
167FISERV INC COMFISV177$39,0870.02%
168ARK 21 Shares Bitcoin ETFARKB475$39,0450.02%
169Progressive Corp743315103137$38,7720.02%
170Enbridge, IncorporatedENNPF874$38,7270.02%
171M&T Bank Corp55261F104211$37,7160.02%
172AAON INC COM PAR $0.004AAON474$37,0340.02%
173Morgan Stanley ComMS-PQ317$36,9760.02%
174Gallagher Arthur J & Co363576109107$36,9410.02%
175iShares Russell 2000464287655184$36,7060.02%
176INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFIVZ745$36,4530.02%
177Vanguard Total World Stock Index Fund922042742306$35,4320.01%
178Vita Coco Co IncCOCO1,132$34,6960.01%
179Vanguard Dividend Appreciation Index921908844178$34,5200.01%
180Disney254687106343$33,8900.01%
181CVS Health CorporationCVS497$33,6880.01%
182John Bean Technologies CorpJBTM266$32,5050.01%
183Automatic Data Processing IncADP105$32,0810.01%
184BoeingBA-PA184$31,3810.01%
185Blackrock IncBLK33$31,2340.01%
186GE Vernova Inc ComGEV102$31,1390.01%
187APTARGROUP INC COMATR203$30,1210.01%
188Hercules Capital IncHCXY1,538$29,5400.01%
189SPDR Gold SharesGLD102$29,3900.01%
190Evergy IncEVRG425$29,3040.01%
191Lilly Eli & CoLLY35$28,9070.01%
192Synopsys IncSNPS67$28,7330.01%
193Lockheed Martin Corp ComLMT63$28,1430.01%
194Energy Select Sector Fund81369Y506300$28,0350.01%
195Qualys IncQLYS222$27,9560.01%
196Capital One Corp14040H105153$27,4330.01%
197Kadant Inc ComKAI80$26,9530.01%
198Sempra EnergySREA375$26,7600.01%
199Schwab US Dividend Equity808524797945$26,4220.01%
200Bristol-Myers CoCELG-RI432$26,3480.01%
201NXP SemiconductorsNXPI137$26,0380.01%
202SPDR S&P Fossil Fuel Reserves Free ETF78468R796569$26,0320.01%
203Sprott Physical GoldSII1,064$25,6000.01%
204Palantir TechnologiesPLTR300$25,3200.01%
205Consolidated Edison IncED226$24,9930.01%
206THERMO FISHER SCIENTIFIC INC COMTMO50$24,8800.01%
207Nextera EnergyNEE-PW350$24,8320.01%
208United Parcel ServiceUPS221$24,3080.01%
209Northern TR CorpNTRSO245$24,1690.01%
210ECHOSTAR CORP CL ASATS940$24,0450.01%
211Kenvue IncKVUE995$23,8600.01%
212GLOBAL X S&P 500 COVERED CALL ETF37954Y475600$23,6940.01%
213Vaneck Semiconductor ETF92189F676112$23,6850.01%
214MOTOROLA SOLUTIONS INC COM NEWMSI54$23,6420.01%
215Medtronic PLCMDT263$23,6330.01%
216ATMOS ENERGY CORP COMATO150$23,1870.01%
217CSX CorpCSX781$22,9850.01%
218Vanguard S&P 500 Growth92193250568$22,6740.01%
219Marathon Pete CorpMARA147$21,4800.01%
220Houlihan LokeyHLI131$21,1570.01%
221GRUPO FINANCIERO GALICIA S.A. SPONSORED ADRGGAL371$20,2080.01%
222Corning IncGLW440$20,1430.01%
223Fidelity Wise Origin Bitcoin FundFBTC272$19,5760.01%
224FASTENAL CO COMFAST252$19,5430.01%
225Chubb LimitedCB64$19,3270.01%
226Vaneck Vectors Gold Miners92189F106420$19,3230.01%
227Ishares Nasdaq Biotechnology Index Fund464287556150$19,1850.01%
228CRH PlcCRH216$19,0020.01%
229Honeywell International Inc43851610688$18,6340.01%
230Shopify IncSHOP194$18,5230.01%
231Palo Alto Networks IncPANW108$18,4290.01%
232Edison Intl281020107312$18,3830.01%
233Uber Technologies IncUBER250$18,2150.01%
234Apa CorporationAPA850$17,8670.01%
235MICROSTRATEGY INC CL A NEWSTRK60$17,2960.01%
236Draftkings IncDKNG518$17,2030.01%
237Dow IncDOW490$17,1110.01%
238Horizon Kinetics Inflation Beneficiaries53656F623420$17,0730.01%
239YPF SOCIEDAD ANONIMA SPON ADR CL DYPF487$17,0640.01%
240Bank of America Corp060505104407$16,9840.01%
241TeradyneTER205$16,9330.01%
242iShares Morningstar Large Cap464287127218$16,8430.01%
243Blackstone Group IncBX111$15,5160.01%
244Danaher Corporation Com23585110275$15,3750.01%
245Vanguard Growth Index Fund92290873641$15,2490.01%
246Taiwan Semiconductor MFG87403910091$15,1060.01%
247LKQ CORP COMLKQ350$14,8890.01%
248Vanguard Mid-Cap Growth Index Fund92290853860$14,6780.01%
249Polaris IncorporatedPII350$14,3290.01%
250Fluor Corp NewFLR400$14,3280.01%
251KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B207479$14,2220.01%
252Vanguard Short Term Bond Index Fund921937827180$14,1080.01%
253SPDR SSGA US Small Cap Low Volatility Index ETF78468R887114$14,0580.01%
254INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ277$13,9070.01%
255SPDR S&P Midcap 400 ETFMDY25$13,3370.01%
256Southern CoSOMN145$13,3330.01%
257Zimmer Biomet Holdings IncZBH116$13,1290.01%
258NikeNKE206$13,0770.01%
259Texas Instruments Inc88250810472$12,9380.01%
260OREILLY AUTOMOTIVE INC COM67103H1079$12,8930.01%
261PAYCHEX INC COMPAYX82$12,6510.01%
262WATERS CORP COM94184810334$12,5310.01%
263ProCore Technologies IncPCOR183$12,0820.01%
264Rivian Automotive IncRIVN914$11,3790.00%
265ENERGY TRANSFER L P COM UT LTD PTNET-PI610$11,3330.00%
266Fidelity Enhanced International ETF31609A404369$10,9810.00%
267iShares Core Dividend Growth ETF46434V621175$10,8120.00%
268Ishares S&P Midcap Fund464287507185$10,7950.00%
269Coinbase Global IncCOIN62$10,6780.00%
270GE Healthcare TechnologiesGEHC131$10,5730.00%
271CBOE Global Markets Inc12503M10845$10,1830.00%
272Guadratic Interest Rate Volatility & Inflation Hedge ETF500767736540$10,0870.00%
273Principal Financial Group IncPFG119$10,0400.00%
274ISHARES MSCI GLOBAL MIN VOL FACTOR ETF46428652584$9,7560.00%
275GLOBAL X URANIUM ETF37954Y871426$9,7560.00%
276GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715339$9,6450.00%
277SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409117$9,4090.00%
278Alibaba Group Holding SponsoredBBAAY71$9,3880.00%
279TELESAT CORP CL A & CL B SHSTSAT491$9,2460.00%
280SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771381$8,9950.00%
281Vanguard International Stock921909768145$8,9930.00%
282MICRON TECHNOLOGY INC COMMU100$8,6890.00%
283Kyndryl Holdings Inc Common StockKD271$8,5090.00%
284SPDR PORTFOLIO S&P 500 ETF78464A854126$8,2860.00%
285Dimensional Emerging Core Equity Market ETF25434V302320$8,2850.00%
286DIGITAL RLTY TR INC COM25386810356$8,0620.00%
287Snowflake IncSNOW55$8,0390.00%
288Schwab U.S. Broad Market ETF808524102372$8,0090.00%
289iShares MSCI Intl Value Factor ETF46435G409264$8,0020.00%
290WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDWT186$7,8950.00%
291Advanced Micro DevicesAMD75$7,7060.00%
292Vaneck JP Morgan EM Local Currency Bond92189H300322$7,6860.00%
293Grayscale Bitcoin Mini Trust ETF389930207200$7,2980.00%
294SPDR S&P Regional Banking ETF78464A698128$7,2660.00%
295Invesco DB Agriculture FundIVZ275$7,2440.00%
296SharkNinja Inc. ComSN85$7,0900.00%
297Vanguard Consumer Staples92204A20731$6,8840.00%
298iSHares MSCI Japan46434G82299$6,7990.00%
299BXP INC COMBXP100$6,7190.00%
300SalesforceCRM25$6,7090.00%
301Weyerhaeuser CoWY229$6,7050.00%
302SPDR S&P Biotech78464A87082$6,6510.00%
303iShares 20 Year Treasury Bond ETF46428743273$6,6450.00%
304Vanguard Information Technology Index92204A70212$6,6210.00%
305Qualcomm IncQCOM43$6,6050.00%
306CONSTELLATION ENERGY CORP COMCEG32$6,4620.00%
307SPDR S&P Metals & Mining ETF78464A755115$6,4390.00%
308EXPAND ENERGY CORPORATION COMEXE56$6,2340.00%
309Vanguard Tax Exempt Bond ETF922907746125$6,2030.00%
310Trump Media & Technology GroupDJTWW315$6,1550.00%
311ON HLDG AG NAMEN AKT AH5919C104140$6,1490.00%
312Realty Income CorpO105$6,0910.00%
313Spotify TechnologySPOT11$6,0500.00%
314BARK INC COMBARKW4,290$5,9630.00%
315Intuitive Surgical IncISRG12$5,9430.00%
316HARTFORD INSURANCE GROUP INC COMHIG-PG48$5,9390.00%
317INVESCO S&P 500 TOP 50 ETFIVZ129$5,9370.00%
318ISHARES MSCI SWEDEN ETF464286756141$5,9330.00%
319ABRDN Physical Platinum Shares ETFPPLT64$5,8480.00%
320Vanguard Small-Cap Growth Index Fund92290859523$5,8180.00%
321Tractor Supply CoTSCO105$5,7860.00%
322Vanguard S&P Mid-Cap 400 Value92193284462$5,7190.00%
323TOAST Inc. Class ATOST168$5,5730.00%
324Schwab US Large-CAP ETF808524201252$5,5640.00%
325VANECK MORTGAGE REIT INCOME ETF92189F452496$5,5350.00%
326TRANSDIGM GROUP INC COMTDG4$5,5330.00%
327Invesco Water Resources ETFIVZ85$5,5150.00%
328ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715045$5,4900.00%
329Nucor CorpNUE45$5,4150.00%
330iShares Treasury Bond ETF46428867948$5,3020.00%
331Crowdstrike Holdings IncCRWD15$5,2890.00%
332Prudential Final IncPUKPF47$5,2490.00%
333Materials Select Sector SPDR Fund81369Y10060$5,1590.00%
334Northrop Grumman CorpNOC10$5,1200.00%
335JD Com IncJDCMF124$5,0990.00%
336FIRST TRUST NATURAL GAS ETF33733E807205$5,0940.00%
337ISHARES EMERGING MARKETS DIVIDEND ETF464286319185$5,0490.00%
338Financial Select Sector SPDR Fund81369Y605100$4,9810.00%
339Vanguard S&P 500 Value Etf92193270326$4,7890.00%
340General MTRS Co37045V100101$4,7490.00%
341iShares U.S. Oil & Gas46428885150$4,7290.00%
342Pfizer IncPFE185$4,6980.00%
343Workday IncWDAY20$4,6710.00%
344ARISTA NETWORKS INC COM SHSANET60$4,6490.00%
345Fortinet IncFTNT48$4,6200.00%
346Nuveen ESG Large Cap ETFNU105$4,6020.00%
347Vanguard Total Bond Market Index92193783562$4,5840.00%
348GLOBAL X RENEWABLE ENERGY PRODUCERS ETF37954Y707558$4,5810.00%
349Global X Superdividend REIT ETF37960A651216$4,5720.00%
350BOSTON SCIENTIFIC CORP COMBSX45$4,5400.00%
351LIBERTY MEDIA CORP DEL COM LBTY LIV S AFWONB64$4,3030.00%
352IntelINTC185$4,2020.00%
353ROUNDHILL VIDEO GAMES ETF53656F706205$4,2000.00%
354WP CAREY INC COM92936U10965$4,1020.00%
355FIDELITY NATIONAL FINANCIAL IN COM SHSFNF63$4,1000.00%
356NASDAQ IncNDAQ54$4,0960.00%
357ISHARES U.S. SMALLCAP EQUITY FACTOR ETF46434V29065$4,0400.00%
358Innovative PPTYS IncINHD75$4,0350.00%
359SERVICENOW INC COMNOW5$3,9810.00%
360ABRDN PHYSICAL SILVER SHARES ETFSIVR120$3,9010.00%
361Kraft HeinzKHC128$3,8950.00%
362Hilton Worldwide Holdings IncHLT17$3,8900.00%
363SPDR SSGA US Large Cap Low Volatility Index ETF78468R80422$3,8290.00%
364JOBY AVIATION INC COMMON STOCKJOBY-WT629$3,7870.00%
365iShares MSCI EAFE Min Vol Factor ETF46429B68948$3,7400.00%
366Devon Energy Corp New25179M103100$3,7400.00%
3673MMMM25$3,6720.00%
368ISHARES MSCI NEW ZEALAND ETF46428912387$3,6610.00%
369Vanguard Russell 200092206C66444$3,5740.00%
370Expedia GroupEXPE21$3,5300.00%
371PPL CorpPPLC96$3,4670.00%
372TECHNIPFMC PLC COMFTI108$3,4230.00%
373Global X Video Games & E Sports ETF37954Y392136$3,3930.00%
374PROLOGIS INC. COMPLDGP30$3,3540.00%
375ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF46436E51090$3,3380.00%
376Marriott57190320214$3,3350.00%
377ASML HOLDING N V N Y REGISTRY SHSASMLF5$3,3130.00%
378Vanguard Energy Index Fund92204A30625$3,2960.00%
379Simplify Short-term Treasury Futures Strategy ETF82889N657150$3,2960.00%
380Analog Devices IncADI16$3,2270.00%
381AVALONBAY CMNTYS INC COMAWX15$3,2190.00%
382Las Vegas Sands CorpLVS81$3,1340.00%
383INVESCO BIOTECHNOLOGY & GENOME ETFIVZ49$3,1090.00%
384WARNER BROS DISCOVERY INC COM SER AWBD285$3,0580.00%
385Parker- Hanninfin Corp ComPH5$3,0390.00%
386AMN Healthcare001744101121$2,9600.00%
387Constellation Brands IncSTZ16$2,9360.00%
388MID-AMER APT CMNTYS INC COM59522J10317$2,9250.00%
389BOOZ ALLEN HAMILTON HLDG CORP CL ABAH27$2,8240.00%
390PNC FINL SVCS GROUP INC COM69347510516$2,8120.00%
391MAIN THEMATIC INNOVATION ETFNTRSO158$2,7940.00%
392Main BuyWrite ETFNTRSO203$2,7870.00%
393Fox Corp CLFOX49$2,7730.00%
394iShares Comex Gold TrustIAU47$2,7710.00%
395CAMDEN PPTY TR SH BEN INT13313110222$2,7450.00%
396PUBMATIC INC COM CL APUBM300$2,7420.00%
397Eaton CorporationETN10$2,7180.00%
398INVESCO NASDAQ 100 ETFIVZ14$2,7020.00%
399ARK SPACE EXPLORATION & INNOVATION ETF00214Q807150$2,6610.00%
400C3 AI INC CL AAI126$2,6520.00%
401Applovin CorpAPP10$2,6500.00%
402Airbnb IncABNB22$2,6280.00%
403Chipotle Mexican GrillCMG50$2,5110.00%
404United Rentals IncURI4$2,5070.00%
405Builders Firstsource IncBLDR20$2,4990.00%
406McDonalds CorpMCD8$2,4990.00%
407ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF46428856229$2,4760.00%
408FRANKLIN FTSE INDIA ETFFGDL66$2,4310.00%
409MOSAIC CO NEW COMMOS90$2,4310.00%
410ARK Innovation00214Q10450$2,3900.00%
411ISHARES MSCI INDIA ETF46429B59846$2,3700.00%
412FIRST TRUST CLOUD COMPUTING ETF33734X19223$2,3510.00%
413SCHWAB U.S. MID-CAP ETF80852450887$2,2790.00%
414Vanguard Real Estate ETF92290855325$2,2750.00%
415ISHARES MSCI MEXICO ETF46428682244$2,2420.00%
416ISHARES MSCI SAUDI ARABIA ETF46434V42354$2,2340.00%
417Ares Capital CorpARCC100$2,2160.00%
418Global X Cybersecurity37954Y38468$2,2120.00%
419GARMIN LTD SHSGRMN10$2,2060.00%
420Vanguard FTSE Emerging Markets ETF92204285849$2,2000.00%
421iShares S&P Global Clean Energy Index Fund464288224190$2,1720.00%
422Unity Software IncU110$2,1550.00%
423Kinder Morgan IncorporatedEP-PC75$2,1400.00%
424Ford mtr co del345370860213$2,1360.00%
425ISHARES MSCI AUSTRALIA ETF46428610391$2,1330.00%
426TOYOTA MOTOR CORP ADSTOYOF12$2,1180.00%
427Franklin Disruptive CommerceFGDL60$2,0580.00%
428CADENCE DESIGN SYSTEM INC COMCDNS8$2,0350.00%
429Annaly Capital ManagementNLY-PJ100$2,0310.00%
430SPDR Nuveen Bloomberg Barclays Muni78468R72145$2,0280.00%
431Twilio IncTWLO20$1,9580.00%
432Mercadolibre IncMELI1$1,9510.00%
433Vanguard Mid-Cap Value Index Fund92290851212$1,9260.00%
434AGNC INVT CORP COM00123Q104200$1,9160.00%
435Vanguard Intermediate- Term Bond Index92193781925$1,9140.00%
436GUIDEWIRE SOFTWARE INC COMGWRE10$1,8740.00%
437GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF37954Y236115$1,8700.00%
438GLOBAL X MILLENNIAL CONSUMER ETF37954Y76443$1,8540.00%
439EMCOR GROUP INC COMEME5$1,8480.00%
440Louisiana Pac CorpLPX20$1,8400.00%
441GODADDY INC CL AGDDY10$1,8010.00%
442Lyft IncLYFT150$1,7810.00%
443GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67347$1,7730.00%
444GLOBAL X FINTECH ETF37954Y81464$1,7640.00%
445iShares Semiconductor Fund4642875239$1,7280.00%
446ATLANTA BRAVES HLDGS INC COM SER CBATRB43$1,7200.00%
447FERRARI N V COMRACE4$1,7120.00%
448Lithium Amers CorpLTUM630$1,7070.00%
449MODERNA INC COMMRNA60$1,7010.00%
450TRANE TECHNOLOGIES PLC SHSTT5$1,6850.00%
451ARK FINTECH INNOVATION ETF00214Q70850$1,6630.00%
452Interactive Brokers Group Inc45841N10710$1,6560.00%
453Best Buy IncBBY22$1,6190.00%
454AFFIRM HLDGS INC COM CL AAFRM35$1,5820.00%
455Verisk Analytics IncVRSK5$1,5420.00%
456SPROUTS FMRS MKT INC COM85208M10210$1,5260.00%
457LEGGETT & PLATT INC COMLEG189$1,4950.00%
458INDEPENDENCE RLTY TR INC COM45378A10669$1,4610.00%
459Dollar Gen Corp New25667710516$1,4070.00%
460APOLLO GLOBAL MGMT INC COM03769M10610$1,3690.00%
461Hershey COHSY8$1,3680.00%
462Fortrea Holdings Common StockFTRE180$1,3590.00%
463LITHIUM ARGENTINA AG COM SHSLAR630$1,3480.00%
464NEXPOINT RESIDENTIAL TR INC COMNXRT33$1,3170.00%
465QUANTA SVCS INC COM74762E1025$1,2710.00%
466GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y62457$1,2050.00%
467SoundHound AI Inc. Class ASOUNW145$1,1770.00%
468Embecta Corp Common StockEMBC90$1,1480.00%
469Copart incCPRT20$1,1320.00%
470AMPLIFY AI POWERED EQUITY ETF03210856530$1,1090.00%
471CRISPR THERAPEUTICS AG NAMEN AKTCRSP32$1,0890.00%
472CARETRUST REIT INC COMCTRE38$1,0860.00%
473AXON ENTERPRISE INC COMAXON2$1,0520.00%
474DICKS SPORTING GOODS INC COM2533931025$1,0080.00%
475CUSTOMERS BANCORP INC COMCUBB20$1,0040.00%
476VANGUARD UTILITIES ETF92204A8766$1,0020.00%
477FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E50032$9220.00%
478Invesco Solar ETFIVZ30$9140.00%
479New Residential Invt CorpRITM-PF77$8850.00%
480The Trade Desk Inc88339J10515$8210.00%
481WIX COM LTD SHSWIX5$8170.00%
482Autodesk IncADSK3$7850.00%
483MODINE MFG CO COM60782810010$7680.00%
484ALPS CLEAN ENERGY ETF00162Q46033$7490.00%
485Roku IncROKU10$7040.00%
486CLOUDFLARE INC CL A COMNET6$6760.00%
487DECKERS OUTDOOR CORP COMDECK6$6710.00%
488CHEWY INC CL ACHWY20$6500.00%
489INVESCO GLOBAL LISTED PRIVATE EQUITY ETFIVZ10$6410.00%
490Peloton Interactive IncPTON100$6320.00%
491ONTO INNOVATION INC COMONTO5$6070.00%
492HUBSPOT INC COMHUBS1$5710.00%
493LENNAR CORP CL BLEN-B5$5450.00%
494HELLO GROUP INC ADSMOMO75$4730.00%
495SPDR S&P SEMICONDUCTOR ETF78464A8622$4030.00%
496Occidental Petroleum67459916214$3870.00%
497iShares U.S. Medical Devices4642888106$3680.00%
498NICE LTD SPONSORED ADRNCSYF2$3080.00%
499Roblox CorpRBLX5$2910.00%
500Quantumscape Corp ComQS70$2910.00%