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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 0001214659-25-010341

Total Value
$243.7M
Positions
467
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (467)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares MSCI EAFE464287465587,224$52.5M21.54%
2iShares S&P 600 Index464287804343,699$37.6M15.42%
3Berkshire HathawayBRK-A76,520$37.2M15.26%
4Invesco S&P Low Vol IndexIVZ305,312$22.2M9.12%
5AppleAAPL52,271$10.7M4.40%
6VisaV22,998$8.2M3.35%
7Vanguard Total Stock Market Index92290876922,407$6.8M2.79%
8Vanguard Value Index Fund92290874431,852$5.6M2.31%
9iShares Core S&P 5004642872004,870$3.0M1.24%
10Ares ManagementARES-PB17,058$3.0M1.21%
11MicrosoftMSFT5,836$2.9M1.19%
12Procter and Gamble CO74271810914,236$2.3M0.93%
13ChevronCVX15,526$2.2M0.91%
14Walmart IncWMT21,856$2.1M0.88%
15Johnson & JohnsonJNJ13,025$2.0M0.82%
16Emerson Electric CompanyEMR13,834$1.8M0.76%
17Coca ColaKO21,114$1.5M0.61%
18Becton DickinsonBDX8,370$1.4M0.59%
19PepsiCoPEP10,631$1.4M0.58%
20Amgen IncAMGN4,782$1.3M0.55%
21Yum BrandsYUM8,567$1.3M0.52%
22Union Pac CorpUNP5,126$1.2M0.48%
23Idexx labs Inc45168D1042,150$1.2M0.47%
24Alphabet Class CGOOG5,438$958,4170.39%
25Vanguard Small Cap Value Index9229086114,705$917,4760.38%
26FacebookMETA1,236$912,2790.37%
27Adobe SystemsADBE2,339$904,9120.37%
28iShares Core MSCI46432F84210,827$903,8380.37%
29Ecolab IncECL3,200$862,2080.35%
30AmazonAMZN3,877$850,5750.35%
31AonAON2,325$829,4670.34%
32Nuveen ESG Small Cap ETFNU18,700$761,8380.31%
33iShares ESG Aware US Aggregate Bond ETF46435U54915,955$758,5010.31%
34iShares Treasury Floating Rate Bond ETF46434V86014,017$709,9590.29%
35MastercardMA1,163$653,5400.27%
36Netflix IncNFLX480$642,7820.26%
37ISHARES MSCI USA QUALITY FACTOR ETF46432F3393,433$627,6210.26%
38Air Prods & Chems IncAIIR2,092$590,0700.24%
39EAST WEST BANCORP INC COMEWBC5,838$589,5210.24%
40Linde Plc ShsLIN1,238$580,8450.24%
41Deere & CoDE1,127$573,0680.24%
42SPDR S&P 500 ETFSPY886$547,4170.22%
43Zebra TechnologiesZBRA1,722$530,9960.22%
44Rayonier IncRYN23,750$526,7750.22%
45Vanguard S&P 500 ETF922908363889$505,1310.21%
46ConcophillipsCOP5,314$476,8780.20%
47Square IncBSQKZ6,172$419,2640.17%
48ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTIAU10,500$346,3950.14%
49COASTAL FINL CORP WA COM NEW19046P2093,500$339,0450.14%
50WelltowerWELL2,189$336,5150.14%
51Abbvie IncABBV1,789$332,0740.14%
52Nvidia CorporationNVDA2,097$331,3320.14%
53ResmedRSMDF1,255$323,7900.13%
54Exxon Mobil CorporationXOM2,988$322,1060.13%
55Novo-NordiskNONOF4,412$304,5160.12%
56Cisco Sys IncCSCO4,142$287,3720.12%
57Atlassian CorpTEAM1,395$283,3110.12%
58Vanguard Extended Market9229086521,453$280,0080.11%
59Alphabet Class AGOOG1,575$279,3890.11%
60Broadcom Inc ComAVGO1,008$277,8550.11%
61VANGUARD S&P SMALL-CAP 600 ETF9219328282,317$234,5500.10%
62Blackrock Science & TechBLK11,258$233,6010.10%
63Abbott LabsABLZF1,678$228,2250.09%
64Costco Whsl Corp22160K105223$220,7790.09%
65Kimberly Clark CorporationKMB1,597$205,8850.08%
66iShares S&P Small Cap 600 Value ETF4642878792,051$204,0190.08%
67Goldman Sachs ActiveBetaNVGLF1,670$202,7380.08%
68Schwab US Large Cap Growth ETF8085243006,888$201,1980.08%
69SPDR Gold MiniShares TrustGLDW3,057$200,2950.08%
70MANNKIND CORP COM NEWMNKD53,432$199,8360.08%
71Hagerty IncHGTY18,638$188,4300.08%
72Technology Select Sector81369Y803736$186,3770.08%
73Amphenol Corp0320951011,827$180,4160.07%
74Marsh & Mclennan COS Inc571748102814$177,9730.07%
75Tesla IncorporatedTSLA530$168,3600.07%
76ISHARES RUSSELL MIDCAP ETF4642874991,800$165,5460.07%
77Invesco S&P 500 Equal WeightIVZ876$159,2040.07%
78Philip Morris Intl inc718172109835$152,1310.06%
79Republic Bancorp IncRBCAA2,000$146,2200.06%
80MerckMRK1,816$143,7550.06%
81Stryker CorporationSYK359$142,0310.06%
82Accenture PLC Ireland SHS Class AACN456$136,2940.06%
83Manhattan AssocMANH689$136,0570.06%
84ZoetisZTS856$133,4930.05%
85Waste Management Inc94106L109570$130,4270.05%
86Norfolk Southern Corp655844108500$127,9850.05%
87JP Morgan Chase & CoVYLD430$124,5430.05%
88Kroger CoKR1,724$123,6650.05%
89American Tower Corp03027X100548$121,1190.05%
90Illinois Tool Works452308109489$120,9050.05%
91Marcus Corp DelMCS7,157$120,6670.05%
92Grainger W W Inc384802104115$119,6280.05%
93Target CorpTGT1,194$117,7930.05%
94Home DepotHD320$117,2530.05%
95Ishares Russell 2000 Value464287630725$114,3760.05%
96ISHARES S&P 100 ETF464287101372$113,2180.05%
97Snap On INCSNA363$112,9580.05%
98Vanguard Russell 2000 Value ETF92206C649805$111,9670.05%
99Western Midstream Partners LPWES2,890$111,8260.05%
100S&P Global IncSPGI209$110,2040.05%
101Henry Jack & Assoc Inc426281101609$109,7240.05%
102Enterprise Production Partners2937921073,493$108,3180.04%
103Schwab Intermediate-Term US Treasury8085248544,306$107,7790.04%
104General Electric369604301415$106,8170.04%
105Verizon Communications IncVZ2,457$106,3140.04%
106Vanguard Growth Index Fund922908736223$97,7630.04%
107Public Storage ComPSA-PS333$97,7090.04%
108Vanguard ESG International Stock9219107251,430$93,6650.04%
109Invesco S&P Sm Cap Low Vol IndexIVZ2,004$91,2970.04%
110AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF0250724061,548$90,1740.04%
111StarbucksSBUX973$89,1450.04%
112Duke EnergyDUKB739$87,2020.04%
113Lululemon Atheltica IncLULU364$86,4790.04%
114Oneok Inc NewOKE1,050$85,7120.04%
115SPDR S&P DIVIDEND ETF78464A763622$84,4240.03%
116GENERAL MLS INC COM3703341041,625$84,1910.03%
117Vanguard FTSE Developed Markets ETF9219438581,467$83,6340.03%
118Schwab International Equity ETF8085248053,664$80,9740.03%
119iShares S7P Small Cap Growth Etf464287887587$78,0940.03%
120Liberty Media CorpFWONB800$75,9680.03%
121WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT2,381$75,6210.03%
122Sei Invts Co784117103827$74,3140.03%
123Encompass Health CorpEHC599$73,4550.03%
124AT&TT-PC2,450$70,9130.03%
125Charles SchwabSCHW-PJ775$70,7110.03%
126FABRINET SHSFN227$66,8920.03%
127Schwab Short-Term US Treasury8085248622,721$66,3380.03%
128MaximusMMS944$66,2690.03%
129Schwab U.S. Small-Cap Etf8085246072,516$63,6550.03%
130ENSIGN GROUP INC COMENSG410$63,2470.03%
131iShares Core MSCI Emerging Markets46434G1031,016$60,9900.03%
132Phillips 66PSX503$60,0080.02%
133Ishares Russell 1000 Value ETF464287598289$56,1320.02%
134Vanguard Consumer Index Fund92204A108154$55,7970.02%
135Smucker J M Co832696405550$54,0100.02%
136GE Vernova Inc ComGEV102$53,9730.02%
137Asana IncASAN3,941$53,2040.02%
138iShares Treasury Bond46436E718527$53,0640.02%
139INGREDION INC COMINGR386$52,3490.02%
140Health Care Select SPDR Fund81369Y209381$51,3550.02%
141AGNC INVT CORP COM00123Q1045,582$51,2990.02%
142Bitwise Bitcoin ETF TrustBITB873$51,1490.02%
143ARK 21 Shares Bitcoin ETFARKB1,425$51,0010.02%
144Utilities Select Sector81369Y886623$50,8740.02%
145HCI GROUP INC COMHCIIP314$47,7910.02%
146Consumer Staples Select SPDR Fund81369Y308588$47,6100.02%
147Laboratory Corp AmerLH180$47,2520.02%
148Unitedhealth Group IncUNH151$47,1070.02%
149Comcast CorporationCCZ1,314$46,8970.02%
150CORVEL CORP COMCRVL455$46,7650.02%
151Gilead Sciences IncGILD420$46,5650.02%
152Williams Sonoma IncWSM281$45,9070.02%
153Schlumberger LTDSLB1,336$45,1610.02%
154LINCOLN NATL CORP IND COM5341871091,300$44,9800.02%
155United Technologies CorporationRTX306$44,7180.02%
156DOVER CORP COMDOV241$44,1580.02%
157Altria Group IncMO731$42,8590.02%
158Lowes Cos Inc548661107189$42,0170.02%
159iShares Russell 2000464287655194$41,8630.02%
160Northern TR CorpNTRSO320$40,5730.02%
161MICROCHIP TECHNOLOGY INC. COMMCHPP570$40,1110.02%
162INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETFIVZ745$39,8800.02%
163JPMorgan Ultra-Short Income ETF46641Q837784$39,7450.02%
164Enbridge, IncorporatedENNPF874$39,6100.02%
165International Business Machines CorporationINTR133$39,2060.02%
166Disney254687106313$38,8360.02%
167M&T Bank Corp55261F104200$38,7980.02%
168Morgan Stanley ComMS-PQ275$38,7370.02%
169BoeingBA-PA184$38,5540.02%
170Vanguard Total World Stock Index Fund922042742300$38,5380.02%
171Northwest Bancshares IncNWBI2,900$37,0620.02%
172Vita Coco Co IncCOCO1,026$37,0390.02%
173CHEMED CORP NEW COMCHE74$36,0330.01%
174Vanguard Total Bond Market Index921937835489$36,0070.01%
175Progressive Corp743315103131$34,9590.01%
176Blackrock IncBLK33$34,6250.01%
177Synopsys IncSNPS67$34,3500.01%
178FedexFDX151$34,3240.01%
179Gallagher Arthur J & Co363576109107$34,2530.01%
180CVS Health CorporationCVS490$33,8000.01%
181Capital One Corp14040H105153$32,5520.01%
182Automatic Data Processing IncADP105$32,3820.01%
183John Bean Technologies CorpJBTM266$31,9890.01%
184AAON INC COM PAR $0.004AAON426$31,4180.01%
185SPDR Gold SharesGLD102$31,0930.01%
186FISERV INC COMFISV177$30,5170.01%
187United Parcel ServiceUPS291$29,3740.01%
188Evergy IncEVRG425$29,2950.01%
189Schwab US Dividend Equity8085247971,095$29,0180.01%
190SPDR S&P Fossil Fuel Reserves Free ETF78468R796569$28,9790.01%
191Hercules Capital IncHCXY1,541$28,1660.01%
192Qualys IncQLYS194$27,7170.01%
193APTARGROUP INC COMATR177$27,6880.01%
194Sempra EnergySREA362$27,4290.01%
195Lilly Eli & CoLLY35$27,2840.01%
196Sprott Physical GoldSII1,064$26,9720.01%
197ECHOSTAR CORP CL ASATS940$26,0380.01%
198Fidelity Wise Origin Bitcoin FundFBTC272$25,5650.01%
199CSX CorpCSX781$25,4840.01%
200Lockheed Martin Corp ComLMT55$25,4730.01%
201Energy Select Sector Fund81369Y506300$25,4430.01%
202Kadant Inc ComKAI80$25,3960.01%
203SalesforceCRM90$24,5420.01%
204Marathon Pete CorpMARA147$24,4910.01%
205MICROSTRATEGY INC CL A NEWSTRK60$24,2540.01%
206Invesco QQQ TrustIVZ43$23,8050.01%
207SharkNinja Inc. ComSN239$23,6590.01%
208Nextera EnergyNEE-PW340$23,6030.01%
209Houlihan LokeyHLI131$23,5730.01%
210Uber Technologies IncUBER250$23,3250.01%
211ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF77926X502500$23,3200.01%
212Corning IncGLW440$23,1400.01%
213ATMOS ENERGY CORP COMATO150$23,1170.01%
214MOTOROLA SOLUTIONS INC COM NEWMSI54$22,7050.01%
215Consolidated Edison IncED226$22,6790.01%
216KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B207479$22,2500.01%
217Draftkings IncDKNG518$22,2170.01%
218Coinbase Global IncCOIN62$21,7300.01%
219Vaneck Vectors Gold Miners92189F106415$21,6050.01%
220Taiwan Semiconductor MFG87403910093$21,0640.01%
221Kenvue IncKVUE995$20,8250.01%
222Medtronic PLCMDT238$20,7460.01%
223Fluor Corp NewFLR400$20,5080.01%
224Honeywell International Inc43851610688$20,4930.01%
225McCormick & CO IncMKC-V270$20,4710.01%
226FASTENAL CO COMFAST479$20,1180.01%
227Bristol-Myers CoCELG-RI432$19,9970.01%
228Ishares Exponential Technologies ETF46434V381305$19,9010.01%
229CRH PlcCRH216$19,8290.01%
230Ishares S&P Midcap Fund464287507310$19,2260.01%
231GRUPO FINANCIERO GALICIA S.A. SPONSORED ADRGGAL371$18,6950.01%
232TeradyneTER205$18,4340.01%
233Palo Alto Networks IncPANW88$18,0080.01%
234JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332315$17,9340.01%
235Horizon Kinetics Inflation Beneficiaries53656F623420$17,7110.01%
236Vanguard Mid-Cap Growth Index Fund92290853860$17,0630.01%
237Ishares Iboxx $ Investment Grade Corporate Bond464287242154$16,8800.01%
238Chubb LimitedCB58$16,8040.01%
239Blackstone Group IncBX111$16,6030.01%
240GLOBAL X URANIUM ETF37954Y871426$16,5190.01%
241Edison Intl281020107312$16,0990.01%
242Apa CorporationAPA850$15,5470.01%
243YPF SOCIEDAD ANONIMA SPON ADR CL DYPF487$15,3160.01%
244Danaher Corporation Com23585110275$14,8160.01%
245NikeNKE207$14,7260.01%
246Vanguard Information Technology Index92204A70222$14,7120.01%
247SPDR Portfolio Mortgage Backed Bond ETF78464A383655$14,4760.01%
248Vanguard Short Term Bond Index Fund921937827183$14,3950.01%
249SPDR SSGA US Small Cap Low Volatility Index ETF78468R887115$14,3830.01%
250Texas Instruments Inc88250810469$14,3260.01%
251SPDR S&P Midcap 400 ETFMDY25$14,1620.01%
252INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ294$13,9620.01%
253Palantir TechnologiesPLTR100$13,6320.01%
254TOAST Inc. Class ATOST301$13,3310.01%
255Southern CoSOMN145$13,3150.01%
256Dow IncDOW490$12,9750.01%
257LKQ CORP COMLKQ350$12,9540.01%
258ProCore Technologies IncPCOR183$12,5210.01%
259Fidelity Enhanced International ETF31609A404369$12,2730.01%
260OREILLY AUTOMOTIVE INC COM67103H107135$12,1680.00%
261TELESAT CORP CL A & CL B SHSTSAT491$12,0000.00%
262PAYCHEX INC COMPAYX82$11,9280.00%
263WATERS CORP COM94184810334$11,8670.00%
264Kyndryl Holdings Inc Common StockKD271$11,3710.00%
265ENERGY TRANSFER L P COM UT LTD PTNET-PI621$11,2520.00%
266iShares Core Dividend Growth ETF46434V621175$11,1900.00%
267Shopify IncSHOP95$10,9580.00%
268ABRDN Physical Platinum Shares ETFPPLT89$10,9350.00%
269Advanced Micro DevicesAMD76$10,7840.00%
270Vanguard Real Estate ETF922908553120$10,7250.00%
271Zimmer Biomet Holdings IncZBH116$10,5800.00%
272Guadratic Interest Rate Volatility & Inflation Hedge ETF500767736540$10,5620.00%
273CBOE Global Markets Inc12503M10845$10,4940.00%
274iShares Morningstar Large Cap464287127122$10,4650.00%
275CONSTELLATION ENERGY CORP COMCEG32$10,3560.00%
276Vanguard International Stock921909768146$10,0760.00%
277Snowflake IncSNOW45$10,0700.00%
278ISHARES MSCI GLOBAL MIN VOL FACTOR ETF46428652585$10,0410.00%
279GE Healthcare TechnologiesGEHC131$9,7030.00%
280Grayscale Bitcoin Mini Trust ETF389930207200$9,5500.00%
281SPDR S&P North American Natural Resources ETF78463X152167$9,4590.00%
282Principal Financial Group IncPFG119$9,4520.00%
283SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771381$9,3500.00%
284Dimensional Emerging Core Equity Market ETF25434V302320$9,2640.00%
285SPDR PORTFOLIO S&P 500 ETF78464A854126$9,1590.00%
286Vaneck Semiconductor ETF92189F67632$8,9240.00%
287Schwab U.S. Broad Market ETF808524102372$8,8650.00%
288ARISTA NETWORKS INC COM SHSANET86$8,7990.00%
289WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDWT190$8,7930.00%
290iShares MSCI Intl Value Factor ETF46435G409264$8,6830.00%
291Spotify TechnologySPOT11$8,4410.00%
292SPDR S&P Kensho New Economies Composite ETF78468R648154$8,3750.00%
293Vaneck JP Morgan EM Local Currency Bond92189H300327$8,2930.00%
294NXP SemiconductorsNXPI37$8,0840.00%
295Alibaba Group Holding SponsoredBBAAY71$8,0520.00%
296DIGITAL RLTY TR INC COM25386810345$7,8450.00%
297SPDR S&P Metals & Mining ETF78464A755115$7,7300.00%
298SPDR S&P Regional Banking ETF78464A698129$7,6410.00%
299Vanguard Small Cap Index Fund92290875132$7,5830.00%
300INVESCO S&P 500 TOP 50 ETFIVZ141$7,3460.00%
301GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715225$7,3420.00%
302Vanguard Small-Cap Growth Index Fund92290859526$7,2300.00%
303Invesco DB Agriculture FundIVZ275$7,1910.00%
304Vanguard Consumer Staples92204A20731$6,8900.00%
305SPDR S&P Biotech78464A87082$6,8020.00%
306BXP INC COMBXP100$6,7470.00%
307JOBY AVIATION INC COMMON STOCKJOBY-WT629$6,6360.00%
308EXPAND ENERGY CORPORATION COMEXE56$6,5490.00%
309iShares 20 Year Treasury Bond ETF46428743273$6,4420.00%
310Simplify Short-term Treasury Futures Strategy ETF82889N657285$6,2790.00%
311Schwab US Large-CAP ETF808524201252$6,1590.00%
312Vanguard Tax Exempt Bond ETF922907746125$6,1290.00%
313iShares Bitcoin Trust ETFIBIT100$6,1210.00%
314HARTFORD INSURANCE GROUP INC COMHIG-PG48$6,0900.00%
315TRANSDIGM GROUP INC COMTDG4$6,0830.00%
316ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715045$6,0770.00%
317Invesco Water Resources ETFIVZ86$5,9840.00%
318Intuitive Surgical IncISRG11$5,9780.00%
319Vanguard S&P Mid-Cap 400 Value92193284462$5,9320.00%
320SPDR Bloomberg ETF78468R66364$5,8710.00%
321Bank of America Corp060505104123$5,8210.00%
322Trump Media & Technology GroupDJTWW315$5,6830.00%
323Rivian Automotive IncRIVN410$5,6330.00%
324ISHARES MSCI BRAZIL ETF464286400195$5,6260.00%
325Tractor Supply CoTSCO105$5,5410.00%
326ROUNDHILL VIDEO GAMES ETF53656F706205$5,4690.00%
327ISHARES EMERGING MARKETS DIVIDEND ETF464286319185$5,3000.00%
328Materials Select Sector SPDR Fund81369Y10060$5,2690.00%
329Nuveen ESG Large Cap ETFNU105$5,1460.00%
330SERVICENOW INC COMNOW5$5,1400.00%
331Fortinet IncFTNT48$5,0750.00%
332Northrop Grumman CorpNOC10$5,0000.00%
333Vanguard S&P 500 Value Etf92193270326$4,9060.00%
334BOSTON SCIENTIFIC CORP COMBSX45$4,8330.00%
335Workday IncWDAY20$4,8000.00%
336INVESCO NASDAQ 100 ETFIVZ21$4,7690.00%
337FIRST TRUST NATURAL GAS ETF33733E807205$4,7380.00%
338Crowdstrike Holdings IncCRWD9$4,5840.00%
339Hilton Worldwide Holdings IncHLT17$4,5530.00%
340iShares U.S. Oil & Gas46428885150$4,4300.00%
341ISHARES U.S. SMALLCAP EQUITY FACTOR ETF46434V29065$4,4170.00%
342SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40946$4,4060.00%
343ABRDN PHYSICAL SILVER SHARES ETFSIVR120$4,1290.00%
344Innovative PPTYS IncINHD75$4,1190.00%
345Dollar Gen Corp New25667710536$4,1180.00%
346McDonalds CorpMCD14$4,1080.00%
347Polaris IncorporatedPII100$4,0650.00%
348JD Com IncJDCMF124$4,0470.00%
349iShares MSCI EAFE Min Vol Factor ETF46429B68948$4,0350.00%
350ASML HOLDING N V N Y REGISTRY SHSASMLF5$4,0070.00%
351Prudential Final IncPUKPF37$3,9750.00%
352Consumer Discretionary Select Sector81369Y40718$3,9120.00%
353ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF46436E51092$3,8450.00%
354SPDR SSGA US Large Cap Low Volatility Index ETF78468R80422$3,8410.00%
355Marriott57190320214$3,8250.00%
3563MMMM25$3,8060.00%
357TECHNIPFMC PLC COMFTI108$3,7200.00%
358iSHares MSCI Japan46434G82250$3,7160.00%
359NASDAQ IncNDAQ41$3,6660.00%
360Eaton CorporationETN10$3,5700.00%
361Expedia GroupEXPE21$3,5420.00%
362FIDELITY NATIONAL FINANCIAL IN COM SHSFNF63$3,5320.00%
363Las Vegas Sands CorpLVS81$3,5300.00%
364General Dynamics CorpGD12$3,5190.00%
365Applovin CorpAPP10$3,5010.00%
366Parker- Hanninfin Corp ComPH5$3,4920.00%
367MOSAIC CO NEW COMMOS90$3,2830.00%
368WARNER BROS DISCOVERY INC COM SER AWBD285$3,2660.00%
369Devon Energy Corp New25179M103100$3,1810.00%
370C3 AI INC CL AAI126$3,0960.00%
371United Rentals IncURI4$3,0140.00%
372Chipotle Mexican GrillCMG50$2,8080.00%
373CME GroupCME10$2,7630.00%
374Fox Corp CLFOX49$2,7460.00%
375ISHARES S&P 500 VALUE ETF46428740814$2,7360.00%
376EMCOR GROUP INC COMEME5$2,6740.00%
377ISHARES MSCI MEXICO ETF46428682244$2,6650.00%
378FRANKLIN FTSE INDIA ETFFGDL66$2,6330.00%
379Analog Devices IncADI11$2,6180.00%
380Mercadolibre IncMELI1$2,6140.00%
381Constellation Brands IncSTZ16$2,6030.00%
382GLOBAL X MSCI COLOMBIA ETF37954Y32790$2,5960.00%
383ISHARES MSCI AUSTRALIA ETF46428610398$2,5790.00%
384ISHARES MSCI INDIA ETF46429B59846$2,5630.00%
385iShares Comex Gold TrustIAU41$2,5570.00%
386AMN Healthcare001744101121$2,5010.00%
387Twilio IncTWLO20$2,4870.00%
388ISHARES MSCI SAUDI ARABIA ETF46434V42364$2,4670.00%
389CADENCE DESIGN SYSTEM INC COMCDNS8$2,4650.00%
390Franklin Disruptive CommerceFGDL60$2,4510.00%
391SCHWAB U.S. MID-CAP ETF80852450887$2,4400.00%
392MID-AMER APT CMNTYS INC COM59522J10316$2,4350.00%
393AFFIRM HLDGS INC COM CL AAFRM35$2,4200.00%
394CAMDEN PPTY TR SH BEN INT13313110221$2,4170.00%
395GUIDEWIRE SOFTWARE INC COMGWRE10$2,3550.00%
396Builders Firstsource IncBLDR20$2,3340.00%
397Airbnb IncABNB17$2,2500.00%
398IntelINTC100$2,2400.00%
399Vanguard FTSE Emerging Markets ETF92204285845$2,2260.00%
400Interactive Brokers Group Inc45841N10740$2,2160.00%
401Ares Capital CorpARCC100$2,1960.00%
402TRANE TECHNOLOGIES PLC SHSTT5$2,1870.00%
403GARMIN LTD SHSGRMN10$2,1300.00%
404AVALONBAY CMNTYS INC COMAWX10$2,0350.00%
405SPDR Nuveen Bloomberg Barclays Muni78468R72145$2,0100.00%
406Vanguard Mid-Cap Value Index Fund92290851212$1,9740.00%
407FERRARI N V COMRACE4$1,9630.00%
408Vanguard Intermediate- Term Bond Index92193781925$1,9340.00%
409QUANTA SVCS INC COM74762E1025$1,8900.00%
410Annaly Capital ManagementNLY-PJ100$1,8820.00%
411PNC FINL SVCS GROUP INC COM69347510510$1,8640.00%
412Hershey COHSY11$1,8360.00%
413GODADDY INC CL AGDDY10$1,8010.00%
414BOOZ ALLEN HAMILTON HLDG CORP CL ABAH17$1,7700.00%
415Lithium Amers CorpLTUM630$1,6880.00%
416PROLOGIS INC. COMPLDGP16$1,6820.00%
417AXON ENTERPRISE INC COMAXON2$1,6560.00%
418SPROUTS FMRS MKT INC COM85208M10210$1,6460.00%
419SoundHound AI Inc. Class ASOUNW145$1,5560.00%
420JANUS HENDERSON B-BBB CLO ETF47103U75332$1,5430.00%
421Best Buy IncBBY22$1,4770.00%
422APOLLO GLOBAL MGMT INC COM03769M10610$1,4190.00%
423VERONA PHARMA PLC SPONSORED ADS92505010615$1,4190.00%
424LITHIUM ARGENTINA AG COM SHSLAR630$1,3100.00%
425AMPLIFY AI POWERED EQUITY ETF03210856530$1,2760.00%
426CARETRUST REIT INC COMCTRE40$1,2240.00%
427INDEPENDENCE RLTY TR INC COM45378A10668$1,2000.00%
428CUSTOMERS BANCORP INC COMCUBB20$1,1750.00%
429NEXPOINT RESIDENTIAL TR INC COMNXRT34$1,1430.00%
430The Trade Desk Inc88339J10515$1,0800.00%
431DAN IVES WEDBUSH AI REVOLUTION ETF94791310938$1,0300.00%
432DICKS SPORTING GOODS INC COM2533931025$9890.00%
433MODINE MFG CO COM60782810010$9850.00%
434Copart incCPRT20$9810.00%
435Vanguard Russell 200092206C66410$9020.00%
436Fortrea Holdings Common StockFTRE180$8890.00%
437Roku IncROKU10$8790.00%
438Embecta Corp Common StockEMBC90$8720.00%
439Global X Cybersecurity37954Y38422$8310.00%
440WIX COM LTD SHSWIX5$7920.00%
441INVESCO GLOBAL LISTED PRIVATE EQUITY ETFIVZ10$6890.00%
442Autodesk IncADSK2$6190.00%
443DECKERS OUTDOOR CORP COMDECK6$6180.00%
444HUBSPOT INC COMHUBS1$5570.00%
445LENNAR CORP CL BLEN-B5$5260.00%
446SPDR S&P SEMICONDUCTOR ETF78464A8622$5150.00%
447ONTO INNOVATION INC COMONTO5$5050.00%
448ZSCALER INC COMZS1$3140.00%
449STMICROELECTRONICS N V NY REGISTRYSTMEF10$3040.00%
450Delta Air Lines IncDAL6$2950.00%
451Occidental Petroleum67459916214$2900.00%
452American AIRLS Group Inc02376R10225$2810.00%
453ABRDN Physical Precious Metals Basket Shares ETFGLTR2$2760.00%
454DELL TECHNOLOGIES INC CL CDELL2$2450.00%
455Cardiol Therapeutics IncCRDL147$2000.00%
456STITCH FIX INC COM CL ASFIX52$1920.00%
457B2GOLD CORP COMBTG49$1780.00%
458TVARDI THERAPEUTICS INC COMTVRD6$1400.00%
459Astrazeneca Plc SponsoredAZN1$770.00%
460Virgin Galactic Holdings IncSPCE23$630.00%
461Pfizer IncPFE2$590.00%
462MILLROSE PPTYS INC COM CL A6011371022$570.00%
463Yandex Class ANBIS1$550.00%
464STEM INC COM NEWSTEM7$440.00%
465ARK Innovation00214Q1040$160.00%
466Lyft IncLYFT1$160.00%
467Zimvie Inc98888T1071$90.00%