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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 Q1 2025 · Filed May 1, 2025 · Accession 0001221073-25-000042

Total Value
$2.41B
Positions
575
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL817,686$181.6M7.55%
2NVIDIA CORPORATIONNVDA749,542$81.2M3.38%
3AMAZON COM INCAMZN404,545$77.0M3.20%
4ISHARES TR464287200116,966$65.7M2.73%
5MICROSOFT CORPMSFT168,994$63.4M2.64%
6ISHARES TR46434V6131,336,425$61.6M2.56%
7ALPHABET INCGOOG374,557$57.9M2.41%
8SPDR S&P 500 ETF TRSPY96,043$53.9M2.24%
9META PLATFORMS INCMETA85,086$49.0M2.04%
10TESLA INCTSLA169,151$43.8M1.82%
11CISCO SYS INCCSCO659,715$40.7M1.69%
12VANGUARD WORLD FD92204A70273,141$39.7M1.65%
13INVESCO QQQ TRIVZ81,242$38.2M1.59%
14SPDR SER TR78464A508718,315$36.7M1.53%
15ISHARES TR46432F339188,971$32.3M1.34%
16PALANTIR TECHNOLOGIES INCPLTR374,987$31.6M1.32%
17BROADCOM INCAVGO184,915$31.0M1.29%
18NETFLIX INCNFLX32,027$29.9M1.24%
19ISHARES TR464287309319,665$29.7M1.23%
20BLACKROCK ETF TRUSTBLK553,166$27.0M1.12%
21ADVANCED MICRO DEVICES INCAMD262,342$27.0M1.12%
22T-MOBILE US INCTMUSZ92,974$24.8M1.03%
23ISHARES TR464287408122,752$23.4M0.97%
24CHEVRON CORP NEWCVX138,471$23.2M0.96%
25QUALCOMM INCQCOM143,239$22.0M0.92%
26SPDR DOW JONES INDL AVERAGE78467X10951,458$21.6M0.90%
27ISHARES TR464288877337,664$19.9M0.83%
28HONEYWELL INTL INC43851610690,599$19.2M0.80%
29INTUITINTU29,596$18.2M0.76%
30ASTRANA HEALTH INCASTH568,176$17.6M0.73%
31VERIZON COMMUNICATIONS INCVZ387,707$17.6M0.73%
32ISHARES TR46428765583,569$16.7M0.69%
33JPMORGAN CHASE & CO.VYLD67,628$16.6M0.69%
34JOHNSON & JOHNSONJNJ97,667$16.2M0.67%
35ISHARES TR464288588161,446$15.1M0.63%
36INTUITIVE SURGICAL INCISRG30,343$15.0M0.63%
37GILEAD SCIENCES INCGILD129,186$14.5M0.60%
38PROCTER AND GAMBLE CO74271810976,562$13.0M0.54%
39ISHARES TR464288885125,730$12.6M0.52%
40RIO TINTO PLCRTNTF200,899$12.5M0.52%
41INVESCO QQQ TRIVZ26,600$12.5M0.52%
42COMCAST CORP NEWCCZ334,452$12.3M0.51%
43BLACKROCK ETF TRUST IIBLK234,049$12.3M0.51%
44ALPHABET INCGOOG77,563$12.1M0.50%
45AT&T INCT-PC415,395$11.7M0.49%
46SELECT SECTOR SPDR TR81369Y80356,754$11.7M0.49%
47AUTOMATIC DATA PROCESSING INADP36,946$11.3M0.47%
48BOOKING HOLDINGS INCBKNG2,452$11.3M0.47%
49ISHARES INC46434G103206,579$11.1M0.46%
50ISHARES TR464288653105,107$10.9M0.45%
51MARVELL TECHNOLOGY INCMRVL176,038$10.8M0.45%
52BRISTOL-MYERS SQUIBB COCELG-RI173,664$10.6M0.44%
53PHILIP MORRIS INTL INC71817210965,746$10.5M0.44%
54KINDER MORGAN INC DELEP-PC360,103$10.3M0.43%
55VANGUARD INDEX FDS92290876937,031$10.2M0.42%
56T ROWE PRICE ETF INC87283Q883196,790$10.0M0.42%
57PGIM HIGH YIELD BOND FUND INISD697,373$9.9M0.41%
58ISHARES TR46428772170,560$9.9M0.41%
59INTERNATIONAL BUSINESS MACHSINTR39,679$9.9M0.41%
60ISHARES INC46434G764178,232$9.8M0.41%
61INTEL CORPINTC424,038$9.6M0.40%
62ISHARES TR464287465117,612$9.6M0.40%
63AMGEN INCAMGN30,623$9.5M0.40%
64TEXAS INSTRS INC88250810452,629$9.5M0.39%
653M COMMM59,444$8.7M0.36%
66VISA INCV24,500$8.6M0.36%
67US BANCORP DELUSB-PS197,948$8.5M0.35%
68MCDONALDS CORPMCD26,953$8.4M0.35%
69ADOBE INCADBE21,802$8.4M0.35%
70GOLDMAN SACHS GROUP INCGSCE14,773$8.1M0.34%
71MERCK & CO INCMRK88,238$8.0M0.33%
72LINDE PLCLIN17,125$8.0M0.33%
73ISHARES TR46432F39639,279$7.9M0.33%
74HOME DEPOT INCHD21,280$7.8M0.32%
75COSTCO WHSL CORP NEW22160K1058,033$7.6M0.32%
76ISHARES TR46428710127,440$7.4M0.31%
77SELECT SECTOR SPDR TR81369Y30889,584$7.3M0.30%
78MORGAN STANLEYMS-PQ61,117$7.1M0.30%
79SELECT SECTOR SPDR TR81369Y85273,401$7.1M0.29%
80INVESCO EXCHANGE TRADED FD TIVZ152,414$7.0M0.29%
81COCA COLA COKO96,642$7.0M0.29%
82SPDR S&P 500 ETF TRSPY12,000$6.7M0.28%
83ISHARES TR464287234153,563$6.7M0.28%
84BOEING COBA-PA39,290$6.7M0.28%
85SELECT SECTOR SPDR TR81369Y88684,390$6.7M0.28%
86ISHARES GOLD TRIAU112,631$6.6M0.28%
87EOG RES INCEOG50,935$6.5M0.27%
88CROWDSTRIKE HLDGS INCCRWD18,374$6.5M0.27%
89TRAVELERS COMPANIES INCTRV24,463$6.5M0.27%
90META PLATFORMS INCMETA11,200$6.5M0.27%
91SCHWAB CHARLES CORPSCHW-PJ75,839$5.9M0.25%
92SELECT SECTOR SPDR TR81369Y605118,402$5.9M0.25%
93SALESFORCE INCCRM21,662$5.8M0.24%
94ISHARES TR46428825748,426$5.6M0.23%
95PFIZER INCPFE221,061$5.6M0.23%
96ISHARES TR46434V860107,673$5.5M0.23%
97APPLE INCAAPL24,000$5.3M0.22%
98APPLIED MATLS INC03822210536,704$5.3M0.22%
99UNITED PARCEL SERVICE INCUPS45,627$5.0M0.21%
100DUKE ENERGY CORP NEWDUKB40,286$4.9M0.20%
101BLACKSTONE INCBX34,986$4.9M0.20%
102ISHARES TR46428828153,346$4.8M0.20%
103ALPHABET INCGOOG30,200$4.7M0.20%
104CATERPILLAR INCCAT14,004$4.6M0.19%
105EXXON MOBIL CORPXOM38,721$4.6M0.19%
106VALERO ENERGY CORPVLO34,653$4.6M0.19%
107SHOPIFY INCSHOP46,303$4.4M0.18%
108ABBVIE INCABBV20,760$4.3M0.18%
109ELI LILLY & COLLY5,261$4.3M0.18%
110ASML HOLDING N VASMLF6,390$4.2M0.18%
111UBER TECHNOLOGIES INCUBER57,338$4.2M0.17%
112ISHARES TR46429B267181,130$4.2M0.17%
113CITIGROUP INCC-PR58,226$4.1M0.17%
114ALPS ETF TR00162Q45279,378$4.1M0.17%
115PHILLIPS 66PSX33,357$4.1M0.17%
116DEERE & CODE8,489$4.0M0.17%
117ISHARES TR46434V803108,107$3.9M0.16%
118HERBALIFE LTDHLF450,000$3.9M0.16%
119PNC FINL SVCS GROUP INC69347510521,297$3.7M0.16%
120TRUIST FINL CORP89832Q10989,898$3.7M0.15%
121LOCKHEED MARTIN CORPLMT8,201$3.7M0.15%
122METLIFE INCMET-PF42,378$3.4M0.14%
123DISCOVER FINL SVCS25470910819,838$3.4M0.14%
124ISHARES TR46428841430,748$3.2M0.13%
125MARRIOTT INTL INC NEW57190320213,265$3.2M0.13%
126UNITEDHEALTH GROUP INCUNH5,969$3.1M0.13%
127ISHARES TR46428835655,455$3.1M0.13%
128ISHARES TR46428985940,766$3.1M0.13%
129NVIDIA CORPORATIONNVDA28,500$3.1M0.13%
130LAM RESEARCH CORPLRCX42,064$3.1M0.13%
131AMERICAN INTL GROUP INC02687478435,191$3.1M0.13%
132SPDR S&P 500 ETF TRSPY5,400$3.0M0.13%
133ALTRIA GROUP INCMO49,157$3.0M0.12%
134ISHARES TR46428815827,850$2.9M0.12%
135VANGUARD MUN BD FDS92290774659,121$2.9M0.12%
136LEIDOS HOLDINGS INCLDOS21,562$2.9M0.12%
137VANGUARD INDEX FDS9229083635,624$2.9M0.12%
138BROWN & BROWN INCBRO23,152$2.9M0.12%
139STARBUCKS CORPSBUX28,822$2.8M0.12%
140MASTERCARD INCORPORATEDMA5,051$2.8M0.12%
141VANGUARD CALIF TAX FREE FDS92202160527,394$2.7M0.11%
142INVESCO EXCH TRADED FD TR IIIVZ112,689$2.7M0.11%
143INVESCO EXCH TRADED FD TR IIIVZ115,568$2.7M0.11%
144SPDR SER TR78468R72159,007$2.7M0.11%
145VANECK ETF TRUST92189H20158,388$2.7M0.11%
146HARTFORD INSURANCE GROUP INCHIG-PG21,267$2.6M0.11%
147ISHARES TR46435G10231,270$2.6M0.11%
148DARDEN RESTAURANTS INCDRI12,577$2.6M0.11%
149FIRST TR EXCH TRADED FD III33739N10851,678$2.6M0.11%
150SPDR SER TR78468R73954,694$2.6M0.11%
151INVESCO EXCH TRADED FD TR IIIVZ89,405$2.6M0.11%
152EQUITY RESIDENTIALEQR35,698$2.6M0.11%
153DOLLAR TREE INCDLTR33,863$2.5M0.11%
154ARISTA NETWORKS INCANET32,625$2.5M0.11%
155BANK AMERICA CORP06050510459,691$2.5M0.10%
156QUEST DIAGNOSTICS INCDGX14,689$2.5M0.10%
157CARDINAL HEALTH INCCAH17,992$2.5M0.10%
158J P MORGAN EXCHANGE TRADED F46641Q33242,502$2.4M0.10%
159PALO ALTO NETWORKS INCPANW14,183$2.4M0.10%
160CMS ENERGY CORPCMS-PC32,159$2.4M0.10%
161EQT CORPEQT44,407$2.4M0.10%
162AVALONBAY CMNTYS INCAWX10,941$2.4M0.10%
163NETAPP INCNTAP26,919$2.4M0.10%
164GODADDY INCGDDY13,061$2.4M0.10%
165ATMOS ENERGY CORPATO15,081$2.3M0.10%
166INVESCO EXCH TRADED FD TR IIIVZ46,236$2.3M0.10%
167PROSHARES TR74347R20626,115$2.3M0.10%
168REGENERON PHARMACEUTICALSREGN3,615$2.3M0.10%
169BALL CORPBALL43,792$2.3M0.09%
170VERTIV HOLDINGS COVRT31,062$2.2M0.09%
171TARGET CORPTGT21,449$2.2M0.09%
172TAPESTRY INCTPR31,397$2.2M0.09%
173FIRST TR EXCHANGE TRADED FD33738R50637,641$2.2M0.09%
174SELECT SECTOR SPDR TR81369Y20914,965$2.2M0.09%
175PACKAGING CORP AMER69515610910,907$2.2M0.09%
176PROGRESSIVE CORP7433151037,585$2.1M0.09%
177VANGUARD SPECIALIZED FUNDS92190884410,916$2.1M0.09%
178J P MORGAN EXCHANGE TRADED F46654Q20340,423$2.1M0.09%
179STATE STR CORPSTT-PG23,304$2.1M0.09%
180AFLAC INCAFL18,738$2.1M0.09%
181WASTE MGMT INC DEL94106L1098,996$2.1M0.09%
182LOWES COS INC5486611078,785$2.0M0.09%
183ABBOTT LABSABLZF15,200$2.0M0.08%
184PIMCO ETF TR72201R83319,003$1.9M0.08%
185VANGUARD INDEX FDS9229087365,059$1.9M0.08%
186MCKESSON CORPMCK2,771$1.9M0.08%
187JANUS DETROIT STR TR47103U84536,680$1.9M0.08%
188MARATHON PETE CORPMARA12,692$1.8M0.08%
189AEROVIRONMENT INCAVAV15,211$1.8M0.08%
190WALMART INCWMT20,584$1.8M0.08%
191VANECK ETF TRUST92189F6768,507$1.8M0.07%
192VISTRA CORPVST15,100$1.8M0.07%
193INVESCO EXCH TRADED FD TR IIIVZ23,201$1.7M0.07%
194ISHARES TR46435G25036,656$1.7M0.07%
195SERVICENOW INCNOW2,151$1.7M0.07%
196TAIWAN SEMICONDUCTOR MFG LTD87403910010,265$1.7M0.07%
197VANGUARD INDEX FDS9229087449,868$1.7M0.07%
198SELECT SECTOR SPDR TR81369Y50617,720$1.7M0.07%
199CAPITAL GROUP DIVIDEND VALUE14020W10645,863$1.6M0.07%
200NIKE INCNKE25,667$1.6M0.07%
201AMPHASTAR PHARMACEUTICALS INAMPH55,795$1.6M0.07%
202ALBEMARLE CORPALB-PA22,310$1.6M0.07%
203BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.07%
204DISNEY WALT CO25468710615,764$1.6M0.06%
205ISHARES TR46428724214,197$1.5M0.06%
206INTERACTIVE BROKERS GROUP IN45841N1079,297$1.5M0.06%
207ORACLE CORPORCL-PD10,676$1.5M0.06%
208EA SERIES TRUST02072L56513,205$1.5M0.06%
209MICRON TECHNOLOGY INCMU16,861$1.5M0.06%
210PINTEREST INCPINS46,613$1.4M0.06%
211TESLA INCTSLA5,500$1.4M0.06%
212FEDEX CORPFDX5,814$1.4M0.06%
213SIMON PPTY GROUP INC NEW8288061098,571$1.4M0.06%
214NORTHROP GRUMMAN CORPNOC2,750$1.4M0.06%
215ELECTRONIC ARTS INCEA9,715$1.4M0.06%
216FIRST SOLAR INCFSLR11,020$1.4M0.06%
217ALBANY INTL CORP01234810819,776$1.4M0.06%
218TRACTOR SUPPLY COTSCO24,787$1.4M0.06%
219PEPSICO INCPEP9,108$1.4M0.06%
220UNITED RENTALS INCURI2,154$1.3M0.06%
221FORTINET INCFTNT13,800$1.3M0.06%
222CROWN CASTLE INCCCI12,143$1.3M0.05%
223S&P GLOBAL INCSPGI2,484$1.3M0.05%
224CELESTICA INCCLS15,990$1.3M0.05%
225RADNET INCRDNT25,120$1.2M0.05%
226ENTERPRISE PRODS PARTNERS L29379210735,683$1.2M0.05%
227ROBINHOOD MKTS INC77070010229,249$1.2M0.05%
228SCHWAB STRATEGIC TR80852480560,837$1.2M0.05%
229ISHARES TR4642876556,000$1.2M0.05%
230ISHARES TR4642876556,000$1.2M0.05%
231HOWMET AEROSPACE INCHWM9,168$1.2M0.05%
232EXPEDIA GROUP INCEXPE7,005$1.2M0.05%
233SNOWFLAKE INCSNOW8,054$1.2M0.05%
234EBAY INC.EBAY17,086$1.2M0.05%
235SEAGATE TECHNOLOGY HLDNGS PLSE13,381$1.1M0.05%
236CLOUDFLARE INCNET10,082$1.1M0.05%
237UNITED AIRLS HLDGS INCUNTCW16,158$1.1M0.05%
238TEXAS ROADHOUSE INCTXRH6,618$1.1M0.05%
239EVERGY INCEVRG15,986$1.1M0.05%
240ISHARES BITCOIN TRUST ETFIBIT23,531$1.1M0.05%
241PTC INCPTC7,070$1.1M0.05%
242CAPITAL ONE FINL CORP14040H1056,101$1.1M0.05%
243FIDELITY NATIONAL FINANCIALFNF16,708$1.1M0.05%
244DOMINION ENERGY INCD19,183$1.1M0.04%
245FIRST TR EXCHANGE-TRADED FD33738D87945,250$1.1M0.04%
246INVESCO EXCHANGE TRADED FD TIVZ6,114$1.1M0.04%
247ARES CAPITAL CORPARCC47,463$1.1M0.04%
248DELL TECHNOLOGIES INCDELL11,502$1.0M0.04%
249COMMVAULT SYS INCCVLT6,615$1.0M0.04%
250INVESCO QQQ TRIVZ2,200$1.0M0.04%
251SPROUTS FMRS MKT INC85208M1026,687$1.0M0.04%
252CARPENTER TECHNOLOGY CORPCRS5,599$1.0M0.04%
253EATON CORP PLCETN3,626$985,6560.04%
254AMERICAN EXPRESS COAXP3,640$979,4040.04%
255ARK ETF TR00214Q10420,441$972,5910.04%
256WESTERN DIGITAL CORPWDC23,957$968,5820.04%
257PROSHARES TR74347G24222,951$966,0290.04%
258TRIP COM GROUP LTDTRPCF15,055$961,7140.04%
259KRAFT HEINZ COKHC31,444$956,8410.04%
260SPDR GOLD TRGLD3,304$952,0150.04%
261INVESCO EXCHANGE TRADED FD TIVZ8,338$948,5310.04%
262FIRST TR EXCH TRADED FD III33739E10853,444$940,0800.04%
263BERKSHIRE HATHAWAY INC DELBRK-A2,000$936,6400.04%
264MONOLITHIC PWR SYS INC6098391051,604$932,7910.04%
265PGIM ETF TR69344A10718,626$926,2870.04%
266EATON VANCE TAX-MANAGED GLOBETN112,946$919,3810.04%
267KRATOS DEFENSE & SEC SOLUTIO50077B20730,948$918,8470.04%
268FIRST TR EXCHNG TRADED FD VI33740F75530,850$915,9370.04%
269COINBASE GLOBAL INCCOIN5,266$906,9640.04%
270ARGAN INCAGX6,811$893,3990.04%
271PINNACLE WEST CAP CORPPNW9,373$892,7790.04%
272AMCOR PLCAMCCF90,883$881,5660.04%
273PUTNAM ETF TRUST74672930023,131$880,8290.04%
274BOYD GAMING CORPBYD13,310$878,5940.04%
275ISHARES TR46428750715,032$877,1250.04%
276BLACKROCK INCBLK910$861,0100.04%
277VICI PPTYS INC92565210926,364$860,1660.04%
278VANGUARD MALVERN FDS92202080517,228$859,6780.04%
279TPG INCTPGXL18,000$853,7400.04%
280TELEDYNE TECHNOLOGIES INCTDY1,696$844,1170.04%
281ISHARES INC46434G82212,227$838,2840.03%
282INVESCO EXCHANGE TRADED FD TIVZ12,556$832,9770.03%
283CADENCE DESIGN SYSTEM INCCDNS3,177$808,0070.03%
284COMFORT SYS USA INC1999081042,500$805,8350.03%
285FIDELITY COMWLTH TR31591280811,824$804,8310.03%
286RED CAT HLDGS INCRCAT136,268$801,2560.03%
287TERADYNE INCTER9,672$798,9080.03%
288PARK NATL CORP7006581075,250$794,8500.03%
289CAPITAL GROUP GROWTH ETF14020G10123,077$790,4040.03%
290IRHYTHM TECHNOLOGIES INCIRTC7,488$783,8440.03%
291ISHARES TR4642875566,106$780,9580.03%
292D R HORTON INC23331A1096,058$770,1540.03%
293EMCOR GROUP INCEME2,076$767,3520.03%
294GLOBAL X FDS37960A20640,375$744,5200.03%
295EDWARDS LIFESCIENCES CORPEW10,243$742,4030.03%
296PROSHARES TR74347R1078,880$736,5580.03%
297ALNYLAM PHARMACEUTICALS INCALNY2,727$736,2460.03%
298RTX CORPORATIONRTX5,510$729,9090.03%
299GLOBAL X FDS37960A85932,891$725,9050.03%
300APPLOVIN CORPAPP2,724$721,7790.03%
301PARSONS CORP DELPSN11,970$708,7440.03%
302PAYSAFE LIMITEDPSFE44,201$693,5140.03%
303AMBARELLA INCAMBA13,506$679,7570.03%
304MASIMO CORPMASI4,070$678,0620.03%
305OSI SYSTEMS INCOSIS3,462$672,8060.03%
306BLUE OWL CAPITAL CORPORATIONOWL44,785$672,3570.03%
307SPOTIFY TECHNOLOGY S ASPOT1,211$666,0870.03%
308LENDINGCLUB CORPLC64,459$665,2170.03%
309WELLS FARGO CO NEW9497461019,265$665,1380.03%
310ISHARES TR46428987515,111$663,0710.03%
311ZEBRA TECHNOLOGIES CORPORATIZBRA2,343$662,0390.03%
312SOUTHERN COSOMN7,197$661,7460.03%
313SYNOPSYS INCSNPS1,541$660,8580.03%
314FIRST TR EXCHANGE TRADED FD33738R1188,656$637,1700.03%
315HERCULES CAPITAL INCHCXY33,160$637,0060.03%
316ISHARES TR4642878045,973$624,6350.03%
317INVESCO EXCH TRADED FD TR IIIVZ13,389$618,2420.03%
318SELECT SECTOR SPDR TR81369Y4073,104$612,9160.03%
319ROCKET LAB USA INCRKLB33,717$602,8600.03%
320OCEANEERING INTL INC67523210227,341$596,3080.02%
321EATON VANCE TAX-MANAGED BUY-ETN44,436$586,9950.02%
322PARKER-HANNIFIN CORPPH958$582,6100.02%
323GE AEROSPACE3696043012,890$579,2090.02%
324NOVO-NORDISK A SNONOF8,209$578,2870.02%
325HILTON GRAND VACATIONS INCHGV15,451$578,0220.02%
326BLACKSTONE SECD LENDING FDBX17,702$572,8370.02%
327INTUITIVE MACHINES INCLUNR76,635$570,9310.02%
328SELECT SECTOR SPDR TR81369Y7044,274$560,1570.02%
329INVESCO EXCHANGE TRADED FD TIVZ12,145$558,9130.02%
330FIDELITY NATL INFORMATION SV31620M1067,468$557,7110.02%
331VANGUARD TAX-MANAGED FDS92194385810,944$556,3080.02%
332GLOBAL X FDS37960A50332,939$548,1050.02%
333SPDR GOLD TRGLD1,900$547,4660.02%
334SPDR GOLD TRGLD1,900$547,4660.02%
335BROADSTONE NET LEASE INCBNL31,146$539,7610.02%
336VANGUARD INDEX FDS9229085382,176$532,3370.02%
337ISHARES TR46435G21911,800$531,1180.02%
338PALANTIR TECHNOLOGIES INCPLTR6,200$523,2800.02%
339BLOCK INCBSQKZ9,469$514,4510.02%
340UNION PAC CORPUNP2,162$510,8370.02%
341ISHARES TR4642875495,618$509,3850.02%
342VANGUARD INDEX FDS9229086112,731$508,7060.02%
343GALLAGHER ARTHUR J & CO3635761091,472$508,1940.02%
344GE VERNOVA INCGEV1,663$507,6960.02%
345TOAST INCTOST15,270$506,5060.02%
346BRUKER CORPBRKRP12,129$506,2650.02%
347ISHARES TR46435G47418,823$504,2690.02%
348FIDELITY WISE ORIGIN BITCOINFBTC7,000$503,7900.02%
349HIMS & HERS HEALTH INCHIMS17,000$502,3500.02%
350DIGITAL RLTY TR INC2538681033,430$491,4960.02%
351ROBLOX CORPRBLX8,347$486,5470.02%
352VULCAN MATLS CO9291601092,048$477,7990.02%
353CARNIVAL CORPCUKPF24,216$472,9390.02%
354FIRST TR EXCHANGE TRADED FD33737A1084,177$472,4890.02%
355ACCENTURE PLC IRELANDACN1,500$468,0600.02%
356ACCENTURE PLC IRELANDACN1,500$468,0600.02%
357DOW INCDOW13,385$467,4050.02%
358SABRA HEALTH CARE REIT INCSBRA26,633$465,2790.02%
359SCHWAB STRATEGIC TR80852410221,415$461,0580.02%
360OUSTER INCOUST49,892$448,0310.02%
361VANGUARD INDEX FDS9229085534,897$443,3750.02%
362INVESCO EXCH TRADED FD TR IIIVZ14,527$440,5240.02%
363CONOCOPHILLIPSCOP4,172$438,1440.02%
364ISHARES TR46435U85311,735$431,9660.02%
365DANAHER CORPORATION2358511022,091$429,3360.02%
366SUPER MICRO COMPUTER INCSMCI12,509$428,3090.02%
367FIRST TR EXCHANGE-TRADED FD33738D40810,400$426,8160.02%
368PAGERDUTY INCPD23,359$426,7690.02%
369SPDR SER TR78464A4095,283$424,6130.02%
370SHELL PLCRYDAF5,786$423,9990.02%
371ISHARES TR46432F8425,597$423,4140.02%
372ROKU INCROKU5,978$421,0910.02%
373SHERWIN WILLIAMS COSHW1,199$418,7340.02%
374GLOBAL X FDS37954Y5749,529$415,9410.02%
375RIVERNORTH FLEXIBLE MUN INCO76883H10428,000$413,8400.02%
376ISHARES TR46429B6558,002$408,5030.02%
377VANGUARD INDEX FDS9229085951,619$407,6160.02%
378DIMENSIONAL ETF TRUST25434V7249,651$397,7180.02%
379ISHARES TR4642872264,010$396,6700.02%
380FAIR ISAAC CORPFICO213$392,8070.02%
381ISHARES TR46434V6216,193$382,6040.02%
382SPDR DOW JONES INDL AVERAGE78467X109900$377,8920.02%
383ILLUMINA INCILMN4,758$377,5000.02%
384MICROSOFT CORPMSFT1,000$375,3900.02%
385ZOETIS INCZTS2,252$370,8330.02%
386RECURSION PHARMACEUTICALS INRXRX69,961$370,0940.02%
387ISHARES TR4642886467,044$368,8950.02%
388JPMORGAN CHASE & CO.VYLD1,500$367,9500.02%
389JPMORGAN CHASE & CO.VYLD1,500$367,9500.02%
390VANGUARD WORLD FD92204A3062,813$364,8750.02%
391GRAYSCALE BITCOIN TRUST ETFGBTC5,597$364,7570.02%
392ROYAL CARIBBEAN GROUPV7780T1031,740$358,6960.01%
393GLAUKOS CORPGKOS3,639$358,1510.01%
394MANAGED PORTFOLIO SERIES56167N7209,750$354,6080.01%
395ACCENTURE PLC IRELANDACN1,135$354,1660.01%
396ISHARES TR4642874323,886$353,6990.01%
397INVESCO EXCH TRADED FD TR IIIVZ14,137$343,2810.01%
398UIPATH INCPATH32,706$336,8720.01%
399SPDR SER TR78468R6223,445$328,3090.01%
400VANGUARD BD INDEX FDS9219378354,460$327,5870.01%
401PIMCO ETF TR72201R58512,349$325,3970.01%
402INVESCO EXCH TRADED FD TR IIIVZ3,501$323,9250.01%
40310X GENOMICS INCTXG37,068$323,6040.01%
404ASTERA LABS INCALAB5,348$319,1160.01%
405INVESCO EXCHANGE TRADED FD TIVZ2,730$318,1900.01%
406STRYKER CORPORATIONSYK849$316,7540.01%
407SCHWAB STRATEGIC TR80852430012,547$314,1690.01%
408FIRST TR EXCHNG TRADED FD VI33740F88812,684$313,9290.01%
409MCDONALDS CORPMCD1,000$312,3700.01%
410MCDONALDS CORPMCD1,000$312,3700.01%
411ISHARES TR4642888105,070$305,1640.01%
412CRISPR THERAPEUTICS AGCRSP8,861$301,5400.01%
413STARWOOD PPTY TR INCSTHO14,831$300,3280.01%
414CORNING INCGLW6,550$299,8590.01%
415SOFI TECHNOLOGIES INCSOFI25,677$298,6240.01%
416KROGER COKR4,393$297,3630.01%
417GENERAL MTRS CO37045V1006,279$295,3020.01%
418ALLSTATE CORPALL-PJ1,408$292,9830.01%
419VANGUARD INTL EQUITY INDEX F9220427422,500$289,8760.01%
420BANK NEW YORK MELLON CORP0640581003,456$289,8550.01%
421ISHARES TR4642875981,531$288,0730.01%
422TWIST BIOSCIENCE CORPTWST7,328$287,6980.01%
423NASDAQ INCNDAQ3,770$285,9840.01%
424NIO INCNIOIF74,662$284,4630.01%
425ISHARES TR46429B6893,639$283,5510.01%
426SIMPLIFY EXCHANGE TRADED FUN82889N64011,354$280,2100.01%
427INVESCO EXCHANGE TRADED FD TIVZ5,700$278,9010.01%
428DIMENSIONAL ETF TRUST25434V5004,631$276,7030.01%
429ISHARES TR46434V4076,501$276,4230.01%
430RIVERNORTH FLEXIBLE MUNI INC76883Y10720,500$275,1100.01%
431SPDR SER TR78468R6632,979$273,2640.01%
432PAYPAL HLDGS INCPYPL4,183$272,9410.01%
433KKR & CO INCKKRT2,350$271,7330.01%
434BLACKROCK MUNIHLDNGS CALI QLBLK25,237$271,6390.01%
435VANGUARD WORLD FD9219108402,103$270,9780.01%
436WALGREENS BOOTS ALLIANCE INC93142710824,214$270,4710.01%
437INVESCO EXCH TRD SLF IDX FDIVZ3,289$270,1740.01%
438ROSS STORES INCROST2,108$269,3820.01%
439AVISTA CORPAVA6,344$265,6240.01%
440NUCOR CORPNUE2,200$264,7480.01%
441MICROSOFT CORPMSFT700$262,7730.01%
442FORD MTR CO34537086026,135$262,1350.01%
443ZOOM COMMUNICATIONS INCZM3,544$261,4410.01%
444FRANKLIN RESOURCES INCBEN13,252$259,3420.01%
445THE CIGNA GROUP125523100786$258,4990.01%
446SPIRE INCSRJN3,264$257,9980.01%
447PACER FDS TR69374H8814,699$257,3180.01%
448UNIVERSAL CORP VAUVV4,585$256,9900.01%
449LYONDELLBASELL INDUSTRIES NLYB3,632$255,6930.01%
450NORTHWESTERN ENERGY GROUP INNWE4,381$253,5290.01%
451EXPAND ENERGY CORPORATIONEXE2,276$253,3650.01%
452FERRARI N VRACE591$252,8780.01%
453FIRST TR EXCHANGE TRADED FD33738R7043,700$252,3770.01%
454ILLINOIS TOOL WKS INC452308109998$249,0390.01%
455NORTHWEST NAT HLDG CO66765N1055,818$248,5450.01%
456CME GROUP INCCME933$247,5450.01%
457FIRST TR EXCHNG TRADED FD VI33740U7528,250$246,3450.01%
458UGI CORP NEW9026811057,326$245,0670.01%
459TEXAS PACIFIC LAND CORPORATITPL182$241,4320.01%
460ISHARES TR4642876711,866$237,1700.01%
461VANGUARD INDEX FDS9229087511,063$235,7210.01%
462NUCOR CORPNUE1,942$234,7690.01%
463BERKSHIRE HATHAWAY INC DELBRK-A500$234,1600.01%
464HP INCHPQ8,335$233,2070.01%
465TG THERAPEUTICS INCTGTX5,900$232,6370.01%
466VANGUARD SCOTTSDALE FDS92206C4092,925$230,9000.01%
467RIVIAN AUTOMOTIVE INCRIVN18,463$229,8650.01%
468ZSCALER INCZS1,156$229,3740.01%
469ISHARES TR4642874572,757$228,0610.01%
470WESBANCO INCWSBCO7,279$228,0520.01%
471COPART INCCPRT3,995$226,0780.01%
472NATERA INCNTRA1,573$222,4380.01%
473CHUBB LIMITEDCB733$222,1470.01%
474APPFOLIO INCAPPF1,000$219,9000.01%
475PTC THERAPEUTICS INCPTCT4,250$216,5800.01%
476REDDIT INCRDDT2,058$215,8850.01%
477SCHWAB STRATEGIC TR8085242019,738$215,0150.01%
478CHARTER COMMUNICATIONS INC N16119P108583$214,7760.01%
479SPDR SER TR78468R7884,852$214,7390.01%
480COLUMBIA SELIGM PREM TECH GR19842X1097,577$212,0060.01%
481XCEL ENERGY INCXELLL2,968$211,7970.01%
482ASSURANT INCAIZN1,000$209,7500.01%
483HENRY JACK & ASSOC INC4262811011,146$209,2320.01%
484NEXTERA ENERGY INCNEE-PW2,945$208,7760.01%
485FIRST INTST BANCSYSTEM INC32055Y2017,227$207,0540.01%
486J P MORGAN EXCHANGE TRADED F46641Q8374,076$206,3680.01%
487RESMED INCRSMDF907$203,0450.01%
488COCA COLA CONS INCCOKE150$202,5000.01%
489PRICE T ROWE GROUP INCTROW2,201$202,2060.01%
490ISHARES SILVER TRSLV6,508$201,6830.01%
491SPDR S&P MIDCAP 400 ETF TRMDY377$201,6150.01%
492APPLE INCAAPL900$199,9170.01%
493AMAZON COM INCAMZN1,000$190,2600.01%
494ABBVIE INCABBV900$188,5680.01%
495ABBVIE INCABBV900$188,5680.01%
496ALPHABET INCGOOG1,200$185,5680.01%
497HUNTINGTON BANCSHARES INCHBANP11,300$171,3650.01%
498BROADCOM INCAVGO1,000$167,4300.01%
499COLGATE PALMOLIVE COCL1,710$160,2270.01%
500COMCAST CORP NEWCCZ4,100$151,2900.01%