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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

Steel Peak Wealth Management LLC

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001221073-23-000057

Total Value
$1.69B
Positions
444
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (444)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL895,700$173.7M10.30%
2ISHARES TR464287200141,089$62.9M3.73%
3AMAZON COM INCAMZN411,893$53.7M3.18%
4ISHARES TR46434V6131,157,990$52.7M3.12%
5MICROSOFT CORPMSFT143,668$48.9M2.90%
6TESLA INCTSLA184,655$48.3M2.87%
7SPDR S&P 500 ETF TRSPY99,335$44.1M2.61%
8ALPHABET INCGOOG345,931$41.4M2.45%
9NVIDIA CORPORATIONNVDA78,956$33.4M1.98%
10INVESCO QQQ TRIVZ88,983$32.9M1.95%
11META PLATFORMS INCMETA105,823$30.4M1.80%
12CISCO SYS INCCSCO517,108$26.8M1.59%
13SALESFORCE INCCRM114,980$24.3M1.44%
14INTEL CORPINTC716,932$24.0M1.42%
15ISHARES TR46432F339177,502$23.9M1.42%
16SPDR DOW JONES INDL AVERAGE78467X10966,807$23.0M1.36%
17JPMORGAN CHASE & COVYLD153,722$22.4M1.33%
18ADVANCED MICRO DEVICES INCAMD184,864$21.1M1.25%
19BROADCOM INCAVGO23,033$20.0M1.18%
20ISHARES TR464288885206,515$19.7M1.17%
21ISHARES TR464288588203,521$19.0M1.13%
22AMGEN INCAMGN82,590$18.3M1.09%
23NETFLIX INCNFLX39,247$17.3M1.02%
24ISHARES TR46429B267731,997$16.8M0.99%
25QUALCOMM INCQCOM134,857$16.1M0.95%
26APOLLO MED HLDGS INCASTH489,662$15.5M0.92%
27VERIZON COMMUNICATIONS INCVZ414,334$15.4M0.91%
28GOLDMAN SACHS GROUP INCGSCE47,575$15.3M0.91%
29TEXAS INSTRS INC88250810480,766$14.5M0.86%
30DOW INCDOW266,567$14.2M0.84%
31PROCTER AND GAMBLE CO74271810991,911$13.9M0.83%
32APPLIED MATLS INC03822210592,930$13.4M0.80%
33MERCK & CO INCMRK115,274$13.4M0.79%
34ISHARES INC46434G103262,127$12.9M0.77%
35CHEVRON CORP NEWCVX81,221$12.8M0.76%
36VANGUARD INDEX FDS92290836331,141$12.7M0.75%
373M COMMM127,085$12.7M0.75%
38ISHARES TR464288877258,596$12.7M0.75%
39HOME DEPOT INCHD39,954$12.4M0.74%
40COCA COLA COKO194,018$11.8M0.70%
41ISHARES TR46435G425119,151$11.6M0.69%
42ADOBE SYSTEMS INCORPORATEDADBE22,523$11.0M0.65%
43ISHARES TR46428765554,826$10.3M0.61%
44ISHARES TR46428772193,858$10.2M0.61%
45INTUITINTU22,134$10.1M0.60%
46ALPHABET INCGOOG81,151$9.8M0.58%
47MARVELL TECHNOLOGY INCMRVL162,962$9.7M0.58%
48MCDONALDS CORPMCD31,855$9.5M0.56%
49ISHARES TR46428754921,567$8.5M0.50%
50ISHARES TR464287465114,755$8.3M0.49%
51COMCAST CORP NEWCCZ194,046$8.1M0.48%
52SCHWAB STRATEGIC TR808524797104,645$7.6M0.45%
53T-MOBILE US INCTMUSZ53,403$7.4M0.44%
54ANALOG DEVICES INCADI37,979$7.4M0.44%
55STARBUCKS CORPSBUX74,192$7.3M0.44%
56SELECT SECTOR SPDR TR81369Y80341,722$7.3M0.43%
57VANGUARD INTL EQUITY INDEX F92204274274,428$7.2M0.43%
58ISHARES TR464287234173,495$6.9M0.41%
59WALGREENS BOOTS ALLIANCE INC931427108233,118$6.6M0.39%
60HERBALIFE LTDHLF500,000$6.6M0.39%
61ISHARES TR46429B69786,415$6.4M0.38%
62BOEING COBA-PA28,597$6.0M0.36%
63DISNEY WALT CO25468710667,601$6.0M0.36%
64INTERNATIONAL BUSINESS MACHSINTR42,131$5.6M0.33%
65ENTERPRISE PRODS PARTNERS L293792107203,668$5.4M0.32%
66VALERO ENERGY CORPVLO45,344$5.3M0.32%
67COSTCO WHSL CORP NEW22160K1059,869$5.3M0.31%
68MICRON TECHNOLOGY INCMU83,679$5.3M0.31%
69JOHNSON & JOHNSONJNJ31,007$5.1M0.30%
70MARATHON PETE CORPMARA40,982$4.8M0.28%
71ISHARES TR46428865339,861$4.4M0.26%
72BLACKSTONE INCBX45,944$4.3M0.25%
73ISHARES TR46428841439,595$4.2M0.25%
74ISHARES TR46428835672,666$4.1M0.25%
75VANGUARD MUN BD FDS92290774681,485$4.1M0.24%
76INVESCO EXCH TRADED FD TR IIIVZ164,204$4.0M0.24%
77FIRST TR EXCH TRADED FD III33739N10879,460$4.0M0.24%
78INVESCO EXCH TRADED FD TR IIIVZ169,534$4.0M0.24%
79SPDR SER TR78468R72186,173$4.0M0.24%
80VANECK ETF TRUST92189H20185,190$3.9M0.23%
81ISHARES TR46435G474152,653$3.9M0.23%
82NIKE INCNKE34,571$3.8M0.23%
83CATERPILLAR INCCAT15,438$3.8M0.23%
84ACTIVISION BLIZZARD INC00507V10943,909$3.7M0.22%
85LILLY ELI & COLLY7,645$3.6M0.21%
86CONOCOPHILLIPSCOP34,321$3.6M0.21%
87SHOPIFY INCSHOP53,072$3.4M0.20%
88CAPITAL ONE FINL CORP14040H10530,817$3.4M0.20%
89VISA INCV13,942$3.3M0.20%
90BOOKING HOLDINGS INCBKNG1,219$3.3M0.20%
91LAM RESEARCH CORPLRCX5,094$3.3M0.19%
92META PLATFORMS INCMETA11,300$3.2M0.19%
93TESLA INCTSLA12,100$3.2M0.19%
94PUBLIC STORAGEPSA-PS10,662$3.1M0.18%
95PHILIP MORRIS INTL INC71817210931,269$3.1M0.18%
96HP INCHPQ99,433$3.1M0.18%
97CROWDSTRIKE HLDGS INCCRWD20,502$3.0M0.18%
98BANK AMERICA CORP060505104103,016$3.0M0.18%
99AMERICAN INTL GROUP INC02687478446,680$2.7M0.16%
100ISHARES TR46428828130,674$2.7M0.16%
101PAYPAL HLDGS INCPYPL39,473$2.6M0.16%
102SCHWAB CHARLES CORPSCHW-PJ46,129$2.6M0.15%
103INVESCO EXCHANGE TRADED FD TIVZ28,139$2.6M0.15%
104TARGET CORPTGT18,926$2.5M0.15%
105EXTRA SPACE STORAGE INCEXR16,438$2.4M0.15%
106SELECT SECTOR SPDR TR81369Y50629,842$2.4M0.14%
107NUCOR CORPNUE14,445$2.4M0.14%
108MORGAN STANLEYMS-PQ27,817$2.4M0.14%
109EXPEDITORS INTL WASH INC30213010919,080$2.3M0.14%
110SELECT SECTOR SPDR TR81369Y20917,312$2.3M0.14%
111ON SEMICONDUCTOR CORPON24,176$2.3M0.14%
112ISHARES TR46428985934,342$2.3M0.14%
113GENUINE PARTS COGPC12,836$2.2M0.13%
114EXXON MOBIL CORPXOM19,550$2.1M0.12%
115LOWES COS INC5486611079,262$2.1M0.12%
116SELECT SECTOR SPDR TR81369Y40712,269$2.1M0.12%
117SELECT SECTOR SPDR TR81369Y30827,904$2.1M0.12%
118ELECTRONIC ARTS INCEA14,991$1.9M0.12%
119BERKLEY W R CORPWRB-PH32,189$1.9M0.11%
120UNITEDHEALTH GROUP INCUNH3,945$1.9M0.11%
121PACCAR INCPCAR22,400$1.9M0.11%
122DEERE & CODE4,602$1.9M0.11%
123VANGUARD WORLD FDS92204A7024,218$1.9M0.11%
124MOTOROLA SOLUTIONS INCMSI6,349$1.9M0.11%
125ATMOS ENERGY CORPATO16,002$1.9M0.11%
126BORGWARNER INCBWA38,021$1.9M0.11%
127ISHARES TR46435U71347,499$1.9M0.11%
128PEPSICO INCPEP9,972$1.8M0.11%
129LOCKHEED MARTIN CORPLMT3,988$1.8M0.11%
130ABBVIE INCABBV13,612$1.8M0.11%
131PROGRESSIVE CORP74331510313,791$1.8M0.11%
132MOLSON COORS BEVERAGE COTAP-A27,241$1.8M0.11%
133CORTEVA INCCTVA31,154$1.8M0.11%
134CONSOLIDATED EDISON INCED19,407$1.8M0.10%
135MCKESSON CORPMCK4,050$1.7M0.10%
136DISCOVER FINL SVCS25470910814,704$1.7M0.10%
137PROSHARES TR74347R20626,600$1.7M0.10%
138FIRST TR EXCHANGE-TRADED FD33738R50636,352$1.7M0.10%
139VANGUARD SPECIALIZED FUNDS92190884410,313$1.7M0.10%
140KRAFT HEINZ COKHC47,193$1.7M0.10%
141ROPER TECHNOLOGIES INCROP3,421$1.6M0.10%
142SELECT SECTOR SPDR TR81369Y60548,130$1.6M0.10%
143NORTHROP GRUMMAN CORPNOC3,499$1.6M0.09%
144LENNAR CORPLEN-B12,567$1.6M0.09%
145EBAY INC.EBAY34,647$1.5M0.09%
146J P MORGAN EXCHANGE TRADED F46641Q33227,606$1.5M0.09%
147INVESCO EXCH TRADED FD TR IIIVZ24,192$1.5M0.09%
148EQUINIX INCEQIX1,902$1.5M0.09%
149PALANTIR TECHNOLOGIES INCPLTR97,248$1.5M0.09%
150MICROCHIP TECHNOLOGY INC.MCHPP16,398$1.5M0.09%
151VANGUARD INDEX FDS9229087696,626$1.5M0.09%
152PFIZER INCPFE38,742$1.4M0.08%
153RIO TINTO PLCRTNTF22,236$1.4M0.08%
154METLIFE INCMET-PF24,986$1.4M0.08%
155ALTRIA GROUP INCMO30,518$1.4M0.08%
156SCHWAB CHARLES FAMILY FDSCHW-PJ1,410,000$1.4M0.08%
157TRAVELERS COMPANIES INCTRV8,112$1.4M0.08%
158INVESCO EXCH TRADED FD TR IIIVZ12,329$1.4M0.08%
159DOMINOS PIZZA INCDPZ4,046$1.4M0.08%
160BLOCK INCBSQKZ20,182$1.3M0.08%
161WELLS FARGO CO NEW94974610131,104$1.3M0.08%
162ISHARES TR46428724212,232$1.3M0.08%
163ORACLE CORPORCL-PD10,940$1.3M0.08%
164VANECK ETF TRUST92189F6768,500$1.3M0.08%
165AEROVIRONMENT INCAVAV12,633$1.3M0.08%
166AUTODESK INCADSK6,200$1.3M0.08%
167VANGUARD MALVERN FDS92202080526,740$1.3M0.08%
168REALTY INCOME CORPO20,531$1.2M0.07%
169ISHARES TR46428722611,962$1.2M0.07%
170HCA HEALTHCARE INCHCA3,831$1.2M0.07%
171PALO ALTO NETWORKS INCPANW4,487$1.1M0.07%
172PIMCO DYNAMIC INCOME FD72201Y10159,142$1.1M0.07%
173AFLAC INCAFL16,063$1.1M0.07%
174FEDEX CORPFDX4,451$1.1M0.07%
175MID-AMER APT CMNTYS INC59522J1037,265$1.1M0.07%
176INVESCO EXCH TRADED FD TR IIIVZ41,715$1.1M0.06%
177TRACTOR SUPPLY COTSCO4,895$1.1M0.06%
178HONEYWELL INTL INC4385161065,172$1.1M0.06%
179INVESCO QQQ TRIVZ2,900$1.1M0.06%
180SPDR S&P 500 ETF TRSPY2,400$1.1M0.06%
181UNITY SOFTWARE INCU24,076$1.0M0.06%
182ENPHASE ENERGY INCENPH6,200$1.0M0.06%
183CVS HEALTH CORPCVS15,005$1.0M0.06%
184SPDR SER TR78468R64823,000$1.0M0.06%
185SPDR SER TR78464A35914,381$1.0M0.06%
186SKYWORKS SOLUTIONS INCSWKS8,961$991,8940.06%
187KLA CORPKLAC2,025$982,1660.06%
188WALMART INCWMT6,220$977,5990.06%
189ETF SER SOLUTIONS26922A84245,560$975,8960.06%
190RAYTHEON TECHNOLOGIES CORPRTX9,624$942,7490.06%
191UNITED RENTALS INCURI2,115$941,9580.06%
192ANNALY CAPITAL MANAGEMENT INNLY-PJ44,060$910,2800.05%
193BRISTOL-MYERS SQUIBB COCELG-RI13,900$888,8820.05%
194THE TRADE DESK INC88339J10511,322$874,2850.05%
195AMERICAN EXPRESS COAXP4,859$846,3640.05%
196UNION PAC CORPUNP4,017$822,0170.05%
197AT&T INCT-PC51,472$820,9720.05%
198ZOOM VIDEO COMMUNICATIONS INZM12,042$817,4110.05%
199CDW CORPCDW4,356$799,3260.05%
200MASTERCARD INCORPORATEDMA2,030$798,3990.05%
201PACER FDS TR69374H30312,711$788,9720.05%
202VERRICA PHARMACEUTICALS INCVRCA135,361$781,0330.05%
203MICROSOFT CORPMSFT2,200$749,1880.04%
204SELECT SECTOR SPDR TR81369Y85211,404$742,1730.04%
205INVESCO EXCHANGE TRADED FD TIVZ4,884$730,8130.04%
206SHELL PLCRYDAF12,102$730,7250.04%
207MASIMO CORPMASI4,417$726,8180.04%
208ISHARES TR4642875072,728$713,2950.04%
209ULTA BEAUTY INCULTA1,514$712,4810.04%
210ISHARES TR46428987517,413$703,6600.04%
211LILLY ELI & COLLY1,500$703,4700.04%
212HILTON GRAND VACATIONS INCHGV15,451$702,0940.04%
213WASTE MGMT INC DEL94106L1093,858$669,0550.04%
214MODERNA INCMRNA5,506$668,9790.04%
215ROBLOX CORPRBLX16,592$668,6580.04%
216LULULEMON ATHLETICA INCLULU1,757$665,0250.04%
217CLOUDFLARE INCNET10,000$653,7000.04%
218RADNET INCRDNT20,000$652,4000.04%
219ALLSTATE CORPALL-PJ5,692$625,7220.04%
220MARRIOTT INTL INC NEW5719032023,339$613,3410.04%
221PROSHARES TR74347R10710,500$610,5750.04%
222FIDELITY NATIONAL FINANCIALFNF16,708$601,4880.04%
223BOSTON PROPERTIES INCBXP10,160$595,0720.04%
224ISHARES TR4642874325,754$592,3170.04%
225TE CONNECTIVITY LTDTEL4,200$588,6720.03%
226PETROLEO BRASILEIRO SA PETRO71654V40842,100$586,9630.03%
227BANK NEW YORK MELLON CORP06405810013,133$584,6820.03%
228INVESCO EXCH TRADED FD TR IIIVZ14,584$580,8810.03%
229IRIDIUM COMMUNICATIONS INCIRDM9,247$574,4240.03%
230IRHYTHM TECHNOLOGIES INCIRTC5,506$574,3860.03%
231ALNYLAM PHARMACEUTICALS INCALNY3,017$573,0490.03%
232NIO INCNIOIF59,104$572,7180.03%
233PIONEER NAT RES CO7237871072,744$568,4330.03%
234PTC INCPTC3,924$558,3860.03%
235KRANESHARES TR50076765218,275$556,8090.03%
236ISHARES TR4642878045,578$555,8170.03%
237DANAHER CORPORATION2358511022,293$550,9400.03%
238BOOKING HOLDINGS INCBKNG200$540,0660.03%
239PARK NATL CORP7006581075,250$537,1800.03%
240ISHARES TR4642875231,042$528,5650.03%
241APPLE INCAAPL2,700$523,7190.03%
242TELEDYNE TECHNOLOGIES INCTDY1,265$520,0550.03%
243PROSHARES TR74347R1078,880$516,3720.03%
244ANSYS INC03662Q1051,509$498,3780.03%
245PINNACLE WEST CAP CORPPNW5,961$485,5840.03%
246CITIGROUP INCC-PR10,540$485,2620.03%
247US BANCORP DELUSB-PS14,443$483,8900.03%
248INVESCO EXCHANGE TRADED FD TIVZ1,383$483,6770.03%
249SPDR SER TR78468R6225,248$482,9740.03%
250COINBASE GLOBAL INCCOIN6,698$479,2420.03%
251TAIWAN SEMICONDUCTOR MFG LTD8740391004,716$478,0390.03%
252FIDELITY COMWLTH TR3159128088,829$477,4730.03%
253INVESCO EXCH TRADED FD TR IIIVZ17,407$476,0820.03%
254INTERNATIONAL PAPER CO46014610314,902$474,0330.03%
255ATLANTICA SUSTAINABLE INFR PALDA19,813$464,4170.03%
256HUNT J B TRANS SVCS INC4456581072,495$451,6700.03%
257VULCAN MATLS CO9291601092,000$450,8800.03%
258UBER TECHNOLOGIES INCUBER10,391$448,5800.03%
259FIRST TR EXCHNG TRADED FD VI33740F88818,435$445,5740.03%
260BIOMARIN PHARMACEUTICAL INCBMRN5,106$442,5890.03%
261VANGUARD INDEX FDS9229085382,135$439,4180.03%
262KINDER MORGAN INC DELEP-PC25,453$438,3070.03%
263CROWN CASTLE INCCCI3,827$436,0720.03%
264DEVON ENERGY CORP NEW25179M1038,961$433,1750.03%
265FIDELITY NATL INFORMATION SV31620M1067,865$430,2160.03%
266NVIDIA CORPORATIONNVDA1,000$423,0200.03%
267ISHARES TR46429B6558,268$420,1800.02%
268ARK ETF TR00214Q1049,388$414,3990.02%
269INTELLIA THERAPEUTICS INCNTLA10,159$414,2850.02%
270FORD MTR CO DEL34537086027,088$409,8480.02%
271NORFOLK SOUTHN CORP6558441081,803$408,8490.02%
272EXACT SCIENCES CORP30063P1054,332$406,7750.02%
273SIMON PPTY GROUP INC NEW8288061093,521$406,6060.02%
274ISHARES INC4642863923,263$406,3150.02%
275VERTEX PHARMACEUTICALS INCVRTX1,148$403,9930.02%
276EATON VANCE TAX-MANAGED BUY-ETN31,510$402,7000.02%
277INVESCO EXCH TRADED FD TR IIIVZ17,057$401,1810.02%
278THERMO FISHER SCIENTIFIC INCTMO768$400,9070.02%
279LAUDER ESTEE COS INC5184391042,035$399,6340.02%
280VANGUARD INDEX FDS9229085534,703$397,3070.02%
2813-D SYS CORP DEL88554D20539,931$396,5150.02%
282SIGNET JEWELERS LIMITEDSIG6,000$391,5600.02%
283SELECT SECTOR SPDR TR81369Y7043,626$389,1430.02%
284ISHARES TR46429B6895,763$389,0030.02%
285AIRBNB INCABNB3,008$385,5060.02%
286GENERAL MTRS CO37045V1009,992$385,2920.02%
287INVESCO EXCH TRADED FD TR IIIVZ9,296$384,3900.02%
288DRAFTKINGS INC NEWDKNG14,252$378,6760.02%
289NOVO-NORDISK A SNONOF2,338$378,3440.02%
290AMAZON COM INCAMZN2,900$378,0440.02%
291DIGITAL RLTY TR INC2538681033,316$377,5930.02%
292ISHARES TR4642876552,000$374,5400.02%
293SUPER MICRO COMPUTER INCSMCI1,500$373,8750.02%
294VANGUARD WORLD FDS92204A3063,275$372,9280.02%
295FREEPORT-MCMORAN INCFCX9,164$366,5600.02%
296UNITED PARCEL SERVICE INCUPS2,012$360,6510.02%
297AXON ENTERPRISE INCAXON1,845$359,9970.02%
298MGM RESORTS INTERNATIONALMGM8,190$359,7060.02%
299FIRST TR EXCH TRADED FD III33739E10822,288$355,9400.02%
300INTUITIVE SURGICAL INCISRG1,040$355,6180.02%
301SOUTHERN COSOMN5,048$354,6220.02%
302SEMPRASREA2,422$352,6190.02%
303GENERAL MLS INC3703341044,576$350,9800.02%
304ZEBRA TECHNOLOGIES CORPORATIZBRA1,186$350,8550.02%
305WILLIAMS COS INC96945710010,721$349,8270.02%
306ISHARES TR4642874082,158$347,8490.02%
307PARKER-HANNIFIN CORPPH887$345,9660.02%
308ACCENTURE PLC IRELANDACN1,092$336,9700.02%
309SABRA HEALTH CARE REIT INCSBRA28,621$336,8700.02%
310KROGER COKR7,100$333,7000.02%
311DIMENSIONAL ETF TRUST25434V7249,651$332,9600.02%
312OCCIDENTAL PETE CORP6745991055,640$332,6270.02%
313ROYAL BK CDA7800871023,393$324,0660.02%
314VICI PPTYS INC92565210910,173$323,7050.02%
315TERADYNE INCTER2,895$322,3010.02%
316GARMIN LTDGRMN3,000$312,8700.02%
317SELECT SECTOR SPDR TR81369Y8864,759$311,4510.02%
318THE CIGNA GROUP1255231001,104$309,7830.02%
319BAIDU INCBAIDF2,242$306,9530.02%
320KKR & CO INCKKRT5,455$305,4940.02%
321VANGUARD INDEX FDS9229086111,844$304,9980.02%
322TAKE-TWO INTERACTIVE SOFTWARTTWO2,071$304,7690.02%
323DIAMONDBACK ENERGY INCFANG2,300$302,1280.02%
324SPDR S&P MIDCAP 400 ETF TRMDY625$300,2980.02%
325BEAM THERAPEUTICS INCBEAM9,359$298,8330.02%
326RHRH900$296,6310.02%
327AXCELIS TECHNOLOGIES INCACLS1,600$293,3280.02%
328ASML HOLDING N VASMLF400$289,9000.02%
329ILLINOIS TOOL WKS INC4523081091,136$285,6540.02%
330TWILIO INCTWLO4,470$284,3820.02%
331CRISPR THERAPEUTICS AGCRSP5,045$283,2270.02%
332PAGERDUTY INCPD12,567$282,5070.02%
333MONOLITHIC PWR SYS INC609839105521$281,9810.02%
334EDWARDS LIFESCIENCES CORPEW2,983$281,3660.02%
335MERCADOLIBRE INCMELI235$278,3810.02%
336AMBARELLA INCAMBA3,324$278,1200.02%
337SPDR SER TR78464A4094,551$277,6570.02%
338AXCELIS TECHNOLOGIES INCACLS1,512$277,1950.02%
339ISHARES TR4642885133,675$275,8830.02%
340ALPHABET INCGOOG2,300$275,3100.02%
341ISHARES TR4642886792,480$273,8680.02%
342LINCOLN NATL CORP IND53418710910,614$273,4170.02%
343KEYSIGHT TECHNOLOGIES INCKEYS1,625$272,1070.02%
344AUTOMATIC DATA PROCESSING INADP1,227$270,9350.02%
345SNAP INCSNAP22,686$268,6030.02%
346ALBEMARLE CORPALB-PA1,200$268,1880.02%
347WATERS CORP9418481031,000$266,5400.02%
348INSULET CORPPODD923$266,1380.02%
349TJX COS INC NEW8725401093,132$265,5630.02%
350L3HARRIS TECHNOLOGIES INCLHX1,353$264,8010.02%
351STEEL DYNAMICS INCSTLD2,414$263,9840.02%
352SOLAREDGE TECHNOLOGIES INCSEDG975$262,3240.02%
353FIRST SOLAR INCFSLR1,377$261,7540.02%
354ROKU INCROKU4,056$259,4220.02%
355ISHARES TR46434V4076,256$259,3120.02%
356PRUDENTIAL FINL INCPUKPF2,926$258,1320.02%
357GLOBAL X FDS37954Y8553,949$257,5850.02%
358BLACKSTONE SECD LENDING FDBX9,166$257,1980.02%
359VANGUARD INDEX FDS922908736904$255,7980.02%
360GALLAGHER ARTHUR J & CO3635761091,162$255,1410.02%
361ISHARES TR4642881582,450$254,8980.02%
362DOLLAR GEN CORP NEW2566771051,500$254,1000.02%
363NVIDIA CORPORATIONNVDA600$253,8120.02%
364DIMENSIONAL ETF TRUST25434V5004,631$253,7790.02%
365TELADOC HEALTH INCTDOC9,719$246,0860.01%
366TECK RESOURCES LTDTCKRF5,800$244,1800.01%
367COLGATE PALMOLIVE COCL3,169$244,1400.01%
368TOYOTA MOTOR CORPTOYOF1,500$241,1250.01%
369MEDTRONIC PLCMDT2,700$239,7180.01%
370SPDR GOLD TRGLD1,341$239,0610.01%
371ROSS STORES INCROST2,125$238,2770.01%
372VANGUARD INDEX FDS9229085951,035$237,7810.01%
373STRYKER CORPORATIONSYK766$234,3050.01%
374WHIRLPOOL CORPWHR-PA1,571$233,7580.01%
375ISHARES TR4642875981,473$232,4840.01%
376NOVARTIS AGNVSEF2,300$232,0930.01%
377ISHARES U S ETF TR46431W8384,600$229,4940.01%
378BARINGS BDC INCBBDC29,000$227,3600.01%
379ABBOTT LABSABLZF2,070$225,6720.01%
380CIENA CORPCIEN5,300$225,1970.01%
381AMGEN INCAMGN1,000$222,0200.01%
382NRG ENERGY INCNRG5,791$216,5260.01%
383ADVANCED MICRO DEVICES INCAMD1,900$216,4290.01%
384LYONDELLBASELL INDUSTRIES NLYB2,353$216,0880.01%
385ROBINHOOD MKTS INC77070010221,566$215,2290.01%
386ISHARES TR4642886384,210$212,9000.01%
387PACIFIC BIOSCIENCES CALIF IN69404D10815,848$210,7790.01%
388UIPATH INCPATH12,565$208,2030.01%
389PACER FDS TR69374H8814,286$205,1710.01%
390UNIVERSAL CORP VAUVV4,104$204,9540.01%
391SPDR SER TR78468R6632,228$204,5970.01%
392ISHARES TR4642872913,276$203,7350.01%
393PHILLIPS 66PSX2,117$201,9200.01%
394TEXTRON INCTXT2,958$200,0970.01%
395BLOOM ENERGY CORPBE11,266$184,2000.01%
396COHERUS BIOSCIENCES INCCHRS42,000$179,3400.01%
397ORACLE CORPORCL-PD1,500$178,6350.01%
398NETFLIX INCNFLX400$176,1960.01%
399BROADCOM INCAVGO200$173,4860.01%
400KENNEDY-WILSON HOLDINGS INCKW10,062$166,7280.01%
401T-MOBILE US INCTMUSZ1,200$166,6800.01%
402ABBVIE INCABBV1,200$161,6760.01%
403PLUG POWER INCPLUG15,300$158,9670.01%
404HERTZ GLOBAL HLDGS INCHTZWW15,168$153,0460.01%
405EATON VANCE CALIF MUN BD FDETN17,194$153,0270.01%
406NORTHWEST BANCSHARES INC MDNWBI14,149$149,9800.01%
407BARINGS BDC INCBBDC19,000$148,9600.01%
408SALESFORCE INCCRM700$147,8820.01%
409ASML HOLDING N VASMLF202$146,4000.01%
410MICRON TECHNOLOGY INCMU2,300$145,1530.01%
411TELEPHONE & DATA SYS INCTDS-PV16,441$135,3100.01%
412CROWDSTRIKE HLDGS INCCRWD900$132,1830.01%
413ENERGY TRANSFER L PET-PI10,271$130,4480.01%
414EATON VANCE FLTING RATE INCETN11,148$130,2090.01%
415VANECK ETF TRUST92189F676851$129,5900.01%
416MICROCHIP TECHNOLOGY INC.MCHPP1,400$125,4260.01%
417BLACKROCK CALIF MUN INCOME TBLK10,433$124,1430.01%
418KEYCORP49326710812,000$110,8800.01%
419SPDR DOW JONES INDL AVERAGE78467X109300$103,1550.01%
420STEM INCSTEM17,000$97,2400.01%
421ALPHABET INCGOOG800$96,7760.01%
422CLOUDFLARE INCNET1,400$91,5180.01%
423AIRBNB INCABNB700$89,7120.01%
424CIENA CORPCIEN2,000$84,9800.01%
425ADVANCED MICRO DEVICES INCAMD700$79,7370.00%
426DIAMONDBACK ENERGY INCFANG600$78,8160.00%
427IMMUNITYBIO INCIBRX26,200$72,8360.00%
428NOVO-NORDISK A SNONOF400$64,7320.00%
429FIRST FNDTN INC32026V10416,283$64,6440.00%
430COINBASE GLOBAL INCCOIN900$64,3950.00%
431RYVYL INCRVYL70,000$52,5000.00%
432INTELLIA THERAPEUTICS INCNTLA1,200$48,9360.00%
433SELECT SECTOR SPDR TR81369Y506600$48,7020.00%
434QUALCOMM INCQCOM400$47,6160.00%
435TOYOTA MOTOR CORPTOYOF289$46,4570.00%
436LUCID GROUP INCLCID6,450$44,4410.00%
437DRAFTKINGS INC NEWDKNG1,500$39,8550.00%
438KANDI TECHNOLOGIES GROUP INCKNDI10,000$39,6000.00%
439GLOBAL X FDS37954Y855600$39,0120.00%
440LUCID GROUP INCLCID4,500$31,0050.00%
441BIOSIG TECHNOLOGIES INC09073N20114,000$17,5000.00%
442ELECTRAMECCANICA VEHS CORP28484920519,000$11,7920.00%
443OCUGEN INCOCGN13,000$7,0610.00%
444NIO INCNIOIF700$6,7830.00%