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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

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001376474-24-000202

Total Value
$1.19B
Positions
621
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A91,096$38.3M3.31%
2MICROSOFT CORP COMMSFT78,165$32.9M2.84%
3APPLE INC COMAAPL186,986$32.1M2.77%
4ISHARES CORE S&P MID-CAP ETF464287507428,352$26.0M2.25%
5NVIDIA CORPORATION COMNVDA24,900$22.5M1.94%
6ISHARES RUSSELL 3000 ETF46428768970,460$21.1M1.82%
7INVESCO QQQ TRUST SERIES IIVZ42,727$19.0M1.64%
8VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406148,704$18.0M1.55%
9SCHWAB US DIVIDEND EQUITY ETF808524797198,235$16.0M1.38%
10AMAZON COM INC COMAMZN82,735$14.9M1.29%
11TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80370,685$14.7M1.27%
12VANGUARD MID-CAP ETF92290862958,911$14.7M1.27%
13ISHARES CORE S&P SMALL CAP ETF464287804119,867$13.2M1.14%
14EXXON MOBIL CORP COMXOM109,926$12.8M1.10%
15SPDR S&P 500 ETF TRUSTSPY22,472$11.8M1.01%
16VANGUARD VALUE ETF92290874471,431$11.6M1.00%
17JPMORGAN CHASE & CO COMVYLD56,670$11.4M0.98%
18COSTCO WHSL CORP NEW COM22160K10514,902$10.9M0.94%
19VANGUARD GROWTH ETF92290873631,534$10.9M0.94%
20ALPHABET INC CAP STK CL AGOOG69,239$10.5M0.90%
21ISHARES S&P MID-CAP 400 VALUE ETF46428770581,549$9.6M0.83%
22VISA INC COM CL AV32,927$9.2M0.79%
23ISHARES MSCI USA MIN VOL FACTOR ETF46429B697103,015$8.6M0.74%
24VANGUARD TOTAL STOCK MARKET ETF92290876931,560$8.2M0.71%
25VANGUARD FTSE EMERGING MARKETS ETF922042858185,011$7.7M0.67%
26BROADCOM INC COMAVGO5,598$7.4M0.64%
27META PLATFORMS INC CL AMETA14,444$7.0M0.61%
28VANGUARD FTSE DEVELOPED MARKETS ETF921943858136,078$6.8M0.59%
29PHILLIPS 66 COMPSX39,918$6.5M0.56%
30JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND46641Q332111,196$6.4M0.56%
31FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F805144,402$6.3M0.54%
32ANGEL OAK FINL STRATEGIES INCM COM BEN INT03464A100500,795$6.3M0.54%
33ENTERPRISE PRODS PARTNERS L P COM293792107213,997$6.2M0.54%
34INVESCO S&P 500 EQUAL WEIGHT ETFIVZ36,768$6.2M0.54%
35PACER US SMALL CAP CASH COWS 100 ETF69374H857125,167$6.2M0.53%
36SPDR GOLD SHARESGLD29,867$6.1M0.53%
37ISHARES CORE S&P 500 ETF46428720011,459$6.0M0.52%
38MERCK & CO INC COMMRK44,328$5.8M0.50%
39ACCENTURE PLC IRELAND SHS CLASS AACN16,729$5.8M0.50%
40ISHARES CORE MSCI EMERGING MARKETS ETF46434G103112,152$5.8M0.50%
41BERKSHIRE HATHAWAY INC DEL CL ABRK-A9$5.7M0.49%
42VANGUARD S&P 500 ETF92290836311,835$5.7M0.49%
43UNITEDHEALTH GROUP INC COMUNH11,345$5.6M0.48%
44BLACKSTONE MTG TR INC COM CL ABX278,841$5.6M0.48%
45AUTOMATIC DATA PROCESSING INC COMADP22,173$5.5M0.48%
46PACER US CASH COWS 100 ETF69374H88193,505$5.4M0.47%
47JOHNSON & JOHNSON COMJNJ34,249$5.4M0.47%
48ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715046,521$5.4M0.46%
49SCHWAB EMERGING MARKETS EQUITY ETF808524706208,148$5.3M0.45%
50DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y20758,422$5.2M0.45%
51CHEVRON CORP NEW COMCVX32,182$5.1M0.44%
52ISHARES CORE MSCI EAFE ETF46432F84268,083$5.1M0.44%
53PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77553,688$4.9M0.43%
54KLA CORP COM NEWKLAC7,026$4.9M0.42%
55ELI LILLY & CO COMLLY6,122$4.8M0.41%
56ENERGY TRANSFER L P COM UT LTD PTNET-PI302,207$4.8M0.41%
57HOME DEPOT INC COMHD11,863$4.6M0.39%
58ABBOTT LABS COMABLZF39,890$4.5M0.39%
59ISHARES S&P 500 GROWTH ETF46428730952,316$4.4M0.38%
60PROCTER AND GAMBLE CO COM74271810926,546$4.3M0.37%
61CINTAS CORP COMCTAS6,227$4.3M0.37%
62FIRST TRUST CAPITAL STRENGTH ETF33733E10449,762$4.3M0.37%
63LOWES COS INC COM54866110716,724$4.3M0.37%
64ISHARES 3-7 YEAR TREASURY BOND ETF46428866136,409$4.2M0.36%
65WALMART INC COMWMT70,034$4.2M0.36%
66DEERE & CO COMDE10,201$4.2M0.36%
67PEPSICO INC COMPEP23,742$4.2M0.36%
68ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830756,124$4.0M0.34%
69ALPHABET INC CAP STK CL CGOOG26,010$4.0M0.34%
70TESLA INC COMTSLA22,435$3.9M0.34%
71ONEOK INC NEW COMOKE49,046$3.9M0.34%
72AMGEN INC COMAMGN13,518$3.8M0.33%
73GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF36,290$3.8M0.33%
74INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ66,722$3.7M0.32%
75NUCOR CORP COMNUE18,357$3.6M0.31%
76FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D879146,157$3.6M0.31%
77ISHARES S&P 500 VALUE ETF46428740818,996$3.5M0.31%
78ILLINOIS TOOL WKS INC COM45230810913,208$3.5M0.31%
79ISHARES SILVER TRUSTSLV154,824$3.5M0.30%
80CROWDSTRIKE HLDGS INC CL ACRWD10,908$3.5M0.30%
81ORACLE CORP COMORCL-PD27,186$3.4M0.29%
82STARBUCKS CORP COMSBUX37,234$3.4M0.29%
83SEABRIDGE GOLD INC COMSA225,059$3.4M0.29%
84FIRST TRUST SENIOR LOAN FUND33738D30973,584$3.4M0.29%
85CISCO SYS INC COMCSCO67,611$3.4M0.29%
86CENCORA INC COMCOR13,799$3.4M0.29%
87ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864664,071$3.3M0.28%
88MASTERCARD INCORPORATED CL AMA6,772$3.3M0.28%
89LINDE PLC SHSLIN6,890$3.2M0.28%
90INTERNATIONAL BUSINESS MACHS COMINTR16,294$3.1M0.27%
91VANGUARD DIVIDEND APPRECIATION ETF92190884416,955$3.1M0.27%
92TARGET CORP COMTGT17,359$3.1M0.27%
93HAWKINS INC COMHWKN40,046$3.1M0.27%
94EMERSON ELEC CO COMEMR26,996$3.1M0.26%
95ISHARES 7-10 YEAR TREASURY BOND ETF46428744031,793$3.0M0.26%
96SPROTT URANIUM MINERS ETFSII60,445$3.0M0.26%
97NEXTERA ENERGY INC COMNEE-PW46,274$3.0M0.26%
98HEALTH CARE SELECT SECTOR SPDR FUND81369Y20920,009$3.0M0.26%
99MCDONALDS CORP COMMCD10,356$2.9M0.25%
100ANALOG DEVICES INC COMADI14,679$2.9M0.25%
101MICROSTRATEGY INC CL A NEWSTRK1,679$2.9M0.25%
102BLACKROCK INC COMBLK3,405$2.8M0.25%
103SPDR S&P BIOTECH ETF78464A87029,667$2.8M0.24%
104PROSHARES MSCI EAFE DIVIDEND GROWERS ETF74347B83971,675$2.8M0.24%
105ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828131,057$2.8M0.24%
106AFLAC INC COMAFL31,770$2.7M0.24%
107KT CORP SPONSORED ADRKT192,000$2.7M0.23%
108SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A47490,118$2.7M0.23%
109GENERAL DYNAMICS CORP COMGD9,445$2.7M0.23%
110FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF33739Q70549,189$2.6M0.23%
111HIGHLAND OPPORTUNITIES HIGHLAND INCOMEHFRO-PB374,510$2.6M0.23%
112ABBVIE INC COMABBV14,450$2.6M0.23%
113QUALCOMM INC COMQCOM15,360$2.6M0.22%
114ISHARES TIPS BOND ETF46428717624,059$2.6M0.22%
115CHUBB LIMITED COMCB9,835$2.5M0.22%
116SPROTT PHYSICAL GOLD & SILVER TR UNITSII125,170$2.5M0.22%
117ISHARES S&P SMALL-CAP 600 GROWTH ETF46428788719,326$2.5M0.22%
118STEEL DYNAMICS INC COMSTLD16,941$2.5M0.22%
119ENERGY SELECT SECTOR SPDR FUND81369Y50626,431$2.5M0.22%
120MICROCHIP TECHNOLOGY INC. COMMCHPP27,534$2.5M0.21%
121TRANE TECHNOLOGIES PLC SHSTT8,210$2.5M0.21%
122ENSIGN GROUP INC COMENSG19,526$2.4M0.21%
123CASEYS GEN STORES INC COM1475281037,562$2.4M0.21%
124FT VEST US EQUITY DEEP BUFFER ETF - JANUARY33740F63166,321$2.4M0.21%
125BLACKROCK ULTRA SHORT-TERM BOND ETF46434V87846,526$2.4M0.20%
126AMERIPRISE FINL INC COM03076C1065,287$2.3M0.20%
127INGREDION INC COMINGR19,070$2.2M0.19%
128HUBBELL INC COMHUBB5,363$2.2M0.19%
129INVESCO S&P 500 REVENUE ETFIVZ23,721$2.2M0.19%
130VANGUARD RUSSELL 3000 ETF92206C5999,511$2.2M0.19%
131CVS HEALTH CORP COMCVS26,993$2.2M0.19%
132FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10650,876$2.1M0.19%
133PAYCHEX INC COMPAYX17,387$2.1M0.18%
134PALO ALTO NETWORKS INC COMPANW7,458$2.1M0.18%
135NORFOLK SOUTHN CORP COM6558441088,229$2.1M0.18%
136NEXPOINT DIVERSIFIED REL ET TR COM NEW65340G205317,032$2.1M0.18%
137COMCAST CORP NEW CL ACCZ47,739$2.1M0.18%
138CATERPILLAR INC COMCAT5,639$2.1M0.18%
139UNUM GROUP COMUNMA38,428$2.1M0.18%
140FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50636,651$2.1M0.18%
141BLACKSTONE INC COMBX15,585$2.0M0.18%
142GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67351,340$2.0M0.18%
143ISHARES RUSSELL MIDCAP ETF46428749924,255$2.0M0.18%
144VANGUARD SMALL-CAP ETF9229087518,838$2.0M0.17%
145BOOKING HOLDINGS INC COMBKNG554$2.0M0.17%
146JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20337,053$2.0M0.17%
147ISHARES CORE HIGH DIVIDEND ETF46429B66318,020$2.0M0.17%
148FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H10183,380$2.0M0.17%
149CENTRAL & EASTERN EUROPE FD IN COM153436100207,736$2.0M0.17%
150NOVO-NORDISK A S ADRNONOF15,232$2.0M0.17%
151SUPER MICRO COMPUTER INC COMSMCI1,925$1.9M0.17%
152SALESFORCE INC COMCRM6,449$1.9M0.17%
153DANAHER CORPORATION COM2358511027,658$1.9M0.17%
154FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84633,898$1.9M0.16%
155WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT24,651$1.9M0.16%
156ISHARES RUSSELL MID-CAP VALUE ETF46428747314,966$1.9M0.16%
157VANGUARD SHORT-TERM BOND ETF92193782724,443$1.9M0.16%
158SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X53355,494$1.9M0.16%
159FREEPORT-MCMORAN INC CL BFCX39,524$1.9M0.16%
160GALLAGHER ARTHUR J & CO COM3635761097,389$1.8M0.16%
161VERIZON COMMUNICATIONS INC COMVZ43,948$1.8M0.16%
162ULTA BEAUTY INC COMULTA3,462$1.8M0.16%
163DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF25460E30763,730$1.8M0.16%
164PGIM ULTRA SHORT BOND ETF69344A10736,084$1.8M0.15%
165DISNEY WALT CO COM25468710614,646$1.8M0.15%
166SPDR PORTFOLIO S&P 500 ETF78464A85429,038$1.8M0.15%
167VANGUARD MEGA CAP ETF9219108739,370$1.8M0.15%
168L3HARRIS TECHNOLOGIES INC COMLHX8,107$1.7M0.15%
169NIKE INC CL BNKE18,327$1.7M0.15%
170ISHARES 0-5 YEAR TIPS BOND ETF46429B74717,151$1.7M0.15%
171VANGUARD SMALL CAP VALUE ETF9229086118,765$1.7M0.15%
172WESTLAKE CORPORATION COMWLK10,982$1.7M0.14%
173FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710943,309$1.7M0.14%
174VANECK GOLD MINERS ETF92189F10652,350$1.7M0.14%
175HERCULES CAPITAL INC COMHCXY89,153$1.6M0.14%
176DOLLAR GEN CORP NEW COM25667710510,373$1.6M0.14%
177VALERO ENERGY CORP COMVLO9,382$1.6M0.14%
178VERTEX PHARMACEUTICALS INC COMVRTX3,788$1.6M0.14%
179VANGUARD LARGE-CAP ETF9229086376,571$1.6M0.14%
180CAPITAL GROUP CORE PLUS INCOME ETF14020Y10269,964$1.6M0.14%
181FINANCIAL SELECT SECTOR SPDR FUND81369Y60537,076$1.6M0.13%
182ENCORE WIRE CORP COMECR5,939$1.6M0.13%
183PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF69374H87348,023$1.5M0.13%
184CAMECO CORP COMCCJ35,350$1.5M0.13%
185WASTE MGMT INC DEL COM94106L1097,182$1.5M0.13%
186KINDER MORGAN INC DEL COMEP-PC83,341$1.5M0.13%
187ZOETIS INC CL AZTS8,837$1.5M0.13%
188ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF46428851319,042$1.5M0.13%
189ISHARES RUSSELL 1000 VALUE ETF4642875988,253$1.5M0.13%
190GRAINGER W W INC COM3848021041,451$1.5M0.13%
191AIR PRODS & CHEMS INC COMAIIR6,084$1.5M0.13%
192PALANTIR TECHNOLOGIES INC CL APLTR62,992$1.4M0.13%
193DIAMONDBACK ENERGY INC COMFANG7,028$1.4M0.12%
194WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDWT30,262$1.4M0.12%
195FIRST TRUST BUYWRITE INCOME ETF33738R30861,824$1.4M0.12%
196ISHARES CORE U.S. AGGREGATE BOND ETF46428722614,150$1.4M0.12%
197CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4077,529$1.4M0.12%
198INNOVATOR BUFFER STEP-UP STRATEGY ETFINHD45,756$1.4M0.12%
199ISHARES U.S. REAL ESTATE ETF46428773915,236$1.4M0.12%
200ADAM NAT RES FD INC COM00548F10559,107$1.4M0.12%
201CAMBRIA EMERGING SHAREHOLDER YIELD ETF13206170640,611$1.4M0.12%
202JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND46641Q67029,163$1.4M0.12%
203LEMAITRE VASCULAR INC COMLMAT20,480$1.4M0.12%
204FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q20027,987$1.4M0.12%
205FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q40822,629$1.3M0.12%
206FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF33739P85573,510$1.3M0.12%
207S&P GLOBAL INC COMSPGI3,131$1.3M0.11%
208COCA COLA CO COMKO21,641$1.3M0.11%
209ISHARES NORTH AMERICAN NATURAL RESOURCES ETF46428737429,347$1.3M0.11%
210EVERCORE INC CLASS AEVR6,831$1.3M0.11%
211LOCKHEED MARTIN CORP COMLMT2,851$1.3M0.11%
212STRYKER CORPORATION COMSYK3,622$1.3M0.11%
213CONOCOPHILLIPS COMCOP10,152$1.3M0.11%
214EAGLE MATLS INC COM26969P1084,713$1.3M0.11%
215ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY17,625$1.3M0.11%
216PFIZER INC COMPFE45,957$1.3M0.11%
217WEC ENERGY GROUP INC COMWEC15,454$1.3M0.11%
218VANGUARD MID-CAP VALUE ETF9229085128,107$1.3M0.11%
219SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF80852477118,583$1.3M0.11%
220BALLAST SMALL/MID CAP ETFUFI32,950$1.2M0.11%
221WISDOMTREE INDIA EARNINGS FUNDWT28,072$1.2M0.11%
222CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30815,988$1.2M0.11%
223OLD DOMINION FREIGHT LINE INC COMODFL5,554$1.2M0.11%
224ISHARES MORNINGSTAR SMALL-CAP ETF46428850521,632$1.2M0.10%
225GIGACLOUD TECHNOLOGY INC CLASS A ORDGCT44,965$1.2M0.10%
226INTEL CORP COMINTC27,076$1.2M0.10%
227INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD33,663$1.2M0.10%
228TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391008,663$1.2M0.10%
229VANGUARD TOTAL BOND MARKET ETF92193783516,206$1.2M0.10%
230THE CIGNA GROUP COM1255231003,188$1.2M0.10%
231SPDR GLOBAL DOW ETF78464A7068,951$1.2M0.10%
232ADOBE INC COMADBE2,267$1.1M0.10%
233ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF00888H80236,333$1.1M0.10%
234NETFLIX INC COMNFLX1,879$1.1M0.10%
235COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85213,658$1.1M0.10%
236BUILDERS FIRSTSOURCE INC COMBLDR5,341$1.1M0.10%
237ALLIANT ENERGY CORP COMLNT22,038$1.1M0.10%
238AUTOZONE INC COMAZO351$1.1M0.10%
239ISHARES U.S. MEDICAL DEVICES ETF46428881018,755$1.1M0.09%
240ANTERO MIDSTREAM CORP COMAM77,775$1.1M0.09%
241FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND CREDIT-SCORED US CORPFLEX22,826$1.1M0.09%
242ISHARES U.S. AEROSPACE & DEFENSE ETF4642887608,170$1.1M0.09%
243ARES DYNAMIC CR ALLOCATION FD COM04014F10275,635$1.1M0.09%
244AMERICAN TOWER CORP NEW COM03027X1005,436$1.1M0.09%
245INVESCO S&P 500 PURE VALUE ETFIVZ12,142$1.1M0.09%
246QUANTA SVCS INC COM74762E1024,122$1.1M0.09%
247UNITED RENTALS INC COMURI1,479$1.1M0.09%
248UNITED PARCEL SERVICE INC CL BUPS7,165$1.1M0.09%
249RIVERNORTH OPPORTUNITIES FD IN COM76881Y10988,450$1.1M0.09%
250REALTY INCOME CORP COMO19,414$1.1M0.09%
251INVESCO S&P 500 TOP 50 ETFIVZ24,905$1.0M0.09%
252ISHARES CORE S&P US VALUE ETF46428766311,547$1.0M0.09%
253COLGATE PALMOLIVE CO COMCL11,578$1.0M0.09%
254VANGUARD REAL ESTATE ETF92290855311,976$1.0M0.09%
255ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF00888H86937,154$1.0M0.09%
256INNOVATOR U.S. EQUITY BUFFER ETF - JUNEINHD27,335$1.0M0.09%
257REGENERON PHARMACEUTICALS COMREGN1,066$1.0M0.09%
258ALERIAN MLP ETF00162Q45221,489$1.0M0.09%
259ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF00888H87734,419$1.0M0.09%
260NEWMONT CORP COMNEMCL28,369$1.0M0.09%
261APPLIED MATLS INC COM0382221054,860$1.0M0.09%
262SPDR BLOOMBERG HIGH YIELD BOND ETF78468R62210,497$999,3970.09%
263VICTORYSHARES US 500 VOLATILITY WTD ETF92647N76611,795$959,6990.08%
264ISHARES 1-3 YEAR TREASURY BOND ETF46428745711,594$948,2130.08%
265BERKLEY W R CORP COMWRB-PH10,706$946,8390.08%
266INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBERINHD25,821$944,9920.08%
267INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERINHD25,788$940,8760.08%
268ISHARES RUSSELL 2000 ETF4642876554,458$937,5690.08%
269ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF00888H50527,643$935,9890.08%
270ISHARES S&P MID-CAP 400 GROWTH ETF46428760610,216$932,2450.08%
271ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF00888H40628,565$931,5530.08%
272VANGUARD HEALTH CARE ETF92204A5043,385$915,7240.08%
273ASBURY AUTOMOTIVE GROUP INC COMABG3,847$907,0460.08%
274ISHARES FLOATING RATE BOND ETF46429B65517,738$905,7040.08%
275AT&T INC COMT-PC51,386$904,3980.08%
276ALLIANZIM US LARGE CAP BUFFER20 APR ETF00888H20829,797$901,6570.08%
277SPROTT INC COM NEWSII24,000$887,0400.08%
278ISHARES RUSSELL 1000 GROWTH ETF4642876142,621$883,6430.08%
279UNION PAC CORP COMUNP3,592$883,4290.08%
280VANGUARD LONG-TERM CORPORATE BOND ETF92206C81311,283$882,6920.08%
281PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B68011,129$874,2940.08%
282PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B69813,513$865,0350.07%
283EBAY INC. COMEBAY16,381$864,6030.07%
284VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40911,138$861,1410.07%
285INVESCO NASDAQ 100 ETFIVZ4,696$857,9120.07%
286UBER TECHNOLOGIES INC COMUBER11,138$857,5150.07%
287VICTORYSHARES SHORT-TERM BOND ETF92647N53517,045$849,3930.07%
288VANGUARD ENERGY ETF92204A3066,433$847,2520.07%
289ISHARES SEMICONDUCTOR ETF4642875233,747$846,5220.07%
290ISHARES NATIONAL MUNI BOND ETF4642884147,860$845,8310.07%
291FASTENAL CO COMFAST10,935$843,5260.07%
292INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCHINHD22,893$842,6910.07%
293ISHARES MSCI USA QUALITY FACTOR ETF46432F3395,118$841,2540.07%
294BANK AMERICA CORP COM06050510422,043$835,9050.07%
295PARKER-HANNIFIN CORP COMPH1,501$834,2410.07%
296STELLANTIS N.V SHSSTLA29,464$833,8310.07%
297PACER DATA & INFRASTRUCTURE REAL ESTATE ETF69374H74128,715$822,6970.07%
298EATON CORP PLC SHSETN2,622$819,9090.07%
299HF SINCLAIR CORP COMDINO13,575$819,5230.07%
300BOEING CO COMBA-PA4,244$819,1030.07%
301UFP INDUSTRIES INC COMUFPI6,628$815,3100.07%
302KINSALE CAP GROUP INC COM49714P1081,524$799,7040.07%
303INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARYINHD21,726$784,3430.07%
304INVESCO S&P 100 EQUAL WEIGHT ETFIVZ8,262$784,0480.07%
305GOLUB CAP BDC INC COM38173M10247,037$782,2250.07%
306SIXTH STREET SPECIALTY LENDING COMTSLX36,276$777,3950.07%
307MGIC INVT CORP WIS COM55284810334,741$776,8090.07%
308PGIM TOTAL RETURN BOND ETF69344A80018,648$775,7570.07%
309CSX CORP COMCSX20,829$772,1420.07%
310VANGUARD MATERIALS ETF92204A8013,767$770,2530.07%
311VANGUARD MEGA CAP GROWTH ETF9219108162,681$768,6790.07%
312ARISTA NETWORKS INC COMANET2,628$762,0670.07%
313CAPITAL GROUP CORE EQUITY ETF14020V10824,372$759,4430.07%
314DYNATRACE INC COM NEWDT16,336$758,6440.07%
315BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX61,450$756,4500.07%
316EOG RES INC COMEOG5,894$753,4890.07%
317ARK NEXT GENERATION INTERNET ETF00214Q4019,002$749,8670.06%
318PRUDENTIAL FINL INC COMPUKPF6,358$746,4290.06%
319PPG INDS INC COM6935061075,140$744,7860.06%
320INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7045,821$733,3350.06%
321TOPBUILD CORP COMBLD1,655$729,4080.06%
322MEDPACE HLDGS INC COMMEDP1,802$728,2780.06%
323ISHARES GOLD TRUSTIAU17,295$726,5630.06%
324FORTINET INC COMFTNT10,507$717,7330.06%
325CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF14020Y30026,436$714,8320.06%
326ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF00888H70321,671$714,7050.06%
327KIMBERLY-CLARK CORP COMKMB5,469$707,5370.06%
328DOVER CORP COMDOV3,977$704,6850.06%
329INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ50,716$703,4400.06%
330FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF33738D80437,134$697,0050.06%
331INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD19,964$689,1570.06%
332PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF74347B84715,761$687,7280.06%
333CF INDS HLDGS INC COM1252691008,229$684,7350.06%
334INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBERINHD17,397$683,3920.06%
335INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARYINHD19,239$680,4830.06%
336GLOBAL X URANIUM ETF37954Y87123,588$680,0470.06%
337MEDTRONIC PLC SHSMDT7,784$678,4160.06%
338GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y48337,506$671,7320.06%
339PIONEER NAT RES CO COM7237871072,555$670,6970.06%
340CAPITAL GROUP DIVIDEND VALUE ETF14020W10620,520$666,9190.06%
341ADVANCED MICRO DEVICES INC COMAMD3,666$661,6760.06%
342ISHARES CORE TOTAL USD BOND MARKET ETF46434V61314,482$660,2530.06%
343RTX CORPORATION COMRTX6,745$657,9110.06%
344INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBERINHD18,001$657,0370.06%
345FEDEX CORP COMFDX2,266$656,7810.06%
346AMPHASTAR PHARMACEUTICALS INC COMAMPH14,923$655,2690.06%
347ISHARES CORE S&P U.S. GROWTH ETF4642876715,587$654,9680.06%
348ISHARES MSCI ACWI ETF4642882575,938$653,9930.06%
349BLACKROCK MUNIHOLDINGS FD INC COMBLK54,127$653,8540.06%
350INVESCO S&P SMALLCAP 600 REVENUE ETFIVZ15,243$652,5530.06%
351ENBRIDGE INC COMENNPF17,939$649,0610.06%
352FIRST TRUST MUNICIPAL HIGH INCOME ETF33739P30113,470$648,9850.06%
353GLOBAL X S&P 500 COVERED CALL ETF37954Y47515,863$647,0520.06%
354BLACKROCK MUNICIPAL INCOME COMBLK53,502$645,2340.06%
355INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBERINHD17,070$639,9540.06%
356BLOCK INC CL ABSQKZ7,529$636,8030.05%
357ON SEMICONDUCTOR CORP COMON8,625$634,3690.05%
358FIRST TRUST SMALL CAP CORE ALPHADEX FUND33734Y1096,802$634,2360.05%
359NUVEEN MORTGAGE AND INCOME FD COMNU35,542$631,2260.05%
360ISHARES RUSSELL MID-CAP GROWTH ETF4642874815,502$627,9990.05%
361INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBERINHD21,934$624,3640.05%
362VANECK OIL SERVICES ETF92189H6071,852$622,8830.05%
363INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYINHD20,069$618,0250.05%
364INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRILINHD19,803$617,0610.05%
365TEXAS INSTRS INC COM8825081043,488$607,8120.05%
366ABRDN HEALTHCARE INVESTORS SH BEN INTHQH35,650$601,0590.05%
367TEMPLETON EMERGING MKTS FD COM88019110150,000$597,0000.05%
368VANECK JUNIOR GOLD MINERS ETF92189F79115,341$594,3100.05%
369FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF33734X83844,682$593,1580.05%
370FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10216,950$590,2160.05%
371INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYINHD15,374$583,9050.05%
372FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF33738R66216,606$580,9610.05%
373ALTRIA GROUP INC COMMO13,264$578,5900.05%
374HONEYWELL INTL INC COM4385161062,781$570,9030.05%
375SCHWAB U.S. LARGE-CAP ETF8085242019,184$569,9590.05%
376FORD MTR CO DEL COM34537086042,900$569,7130.05%
377ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7649,852$567,1890.05%
378WILLIAMS COS INC COM96945710014,530$566,2340.05%
379VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,078$565,2490.05%
380BLACKROCK TCP CAPITAL CORP COMTCPC54,010$563,3240.05%
381DATADOG INC CL A COMDDOG4,555$562,9980.05%
382SCHWAB INTERNATIONAL EQUITY ETF80852480514,356$560,1820.05%
383SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20018,108$558,2970.05%
384BLACKROCK MUNIHOLDINGS QUALITY COMBLK54,769$557,5480.05%
385SHERWIN WILLIAMS CO COMSHW1,600$555,7280.05%
386INNOVATOR U.S. EQUITY BUFFER ETF - JANUARYINHD12,737$554,5690.05%
387CLEARBRIDGE MLP AND MIDSTRM TR COM18469Q20713,316$552,3480.05%
388REPUBLIC SVCS INC COM7607591002,875$550,3900.05%
389VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097689,093$548,3240.05%
390INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARYINHD13,975$546,5620.05%
391MARATHON PETE CORP COMMARA2,706$545,3810.05%
392FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF33738R73817,193$544,1580.05%
393AMERICAN ELEC PWR CO INC COM0255371016,294$541,9490.05%
394KROGER CO COMKR9,456$540,2260.05%
395PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R8335,371$540,0480.05%
396FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUNDFLEX22,833$540,0000.05%
397INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERINHD15,133$537,9780.05%
398ISHARES SELECT DIVIDEND ETF4642871684,337$534,2320.05%
399PIMCO ENHANCED LOW DURATION ACTIVE ETF72201R7185,626$533,7020.05%
400CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10920,548$529,7380.05%
401VANECK HIGH YIELD MUNI ETF92189H40910,134$529,6370.05%
402SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85312,289$528,9210.05%
403ALLIANCEBERNSTEIN NATL MUN INM COM01864U10647,970$527,1900.05%
404CANADIAN NAT RES LTD COM1363851016,888$525,6920.05%
405ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G21911,721$525,6870.05%
406SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R5563,391$525,4630.05%
407JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q83710,383$523,8690.05%
408FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6059,094$520,4720.04%
409FT CBOE VEST FUND OF BUFFER ETFS33740F75518,562$518,9940.04%
410NUVEEN DOW 30 DYNMC OVERWRT FD SHSNU35,267$517,0140.04%
411ENPHASE ENERGY INC COMENPH4,235$512,3500.04%
412PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V40833,445$508,6980.04%
413FIRST CTZNS BANCSHARES INC N C CL A31946M103308$503,5800.04%
414SOUTHERN CO COMSOMN7,004$502,4740.04%
415ISHARES MSCI EAFE ETF4642874656,265$500,3560.04%
416TECNOGLASS INC ORD SHSTGLS9,586$498,7600.04%
417INTUIT COMINTU761$494,6500.04%
418INVESCO PREFERRED ETFIVZ41,546$493,5680.04%
419BLACKROCK ENHANCED GLOBAL DIVI COMBLK47,015$491,7770.04%
420VIRTUS SEIX SENIOR LOAN ETF92790A40520,171$483,3150.04%
421WELLTOWER INC COMWELL5,143$480,6250.04%
422NUVEEN REAL ASSET INCOME & GRO COM67074Y10540,431$479,5200.04%
423BNY MELLON STRATEGIC MUNICIPALS05588W10878,100$476,4100.04%
424SCHLUMBERGER LTD COM STKSLB8,582$470,4000.04%
425GLOBAL X RUSSELL 2000 COVERED CALL ETF37954Y45927,701$468,4240.04%
426LOUISIANA PAC CORP COMLPX5,540$464,8610.04%
427INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ22,051$462,4240.04%
428INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRILINHD16,925$459,6830.04%
429BANK NEW YORK MELLON CORP COM0640581007,929$456,9070.04%
430WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDWT11,984$456,1270.04%
431PACER EMERGING MARKETS CASH COWS 100 ETF69374H86522,622$454,3630.04%
432BLACKROCK ENERGY & RES TR COMBLK34,097$451,7960.04%
433FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER33740U67914,285$450,8350.04%
434DOMINION ENERGY INC COMD9,131$449,1540.04%
435QUEST DIAGNOSTICS INC COMDGX3,364$447,8790.04%
436GENERAL MLS INC COM3703341046,393$447,3700.04%
437JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND46641Q7618,417$445,0070.04%
438FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND33737J30711,484$444,5820.04%
439BANK OZK LITTLE ROCK ARK COMOZKAP9,778$444,5080.04%
440MID-AMER APT CMNTYS INC COM59522J1033,375$444,0830.04%
441INVESCO WATER RESOURCES ETFIVZ6,660$443,3720.04%
442EATON VANCE MUN BD FD COMETN42,310$437,9110.04%
443INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRILINHD17,365$436,0350.04%
444ISHARES MSCI INDIA SMALL CAP ETF46429B6146,200$435,6740.04%
445INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULYINHD15,425$435,1390.04%
446ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881584,143$433,9080.04%
447ISHARES PREFERRED & INCOME SECURITIES ETF46428868713,439$433,1690.04%
448ROCKWELL AUTOMATION INC COMROK1,484$432,5610.04%
449SOURCE CAP INC COMSOR10,150$431,2740.04%
450JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF DIVERSIFIED RETURN US46641Q8459,535$430,9830.04%
451INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ21,416$429,8350.04%
452INVESCO LARGE CAP GROWTH ETFIVZ4,811$429,5740.04%
453VANGUARD TOTAL WORLD STOCK ETF9220427423,875$428,2360.04%
454HANCOCK JOHN TAX-ADVANTAGED DI COM41013V10021,775$428,0970.04%
455THERMO FISHER SCIENTIFIC INC COMTMO729$423,8170.04%
456COHEN & STEERS REIT & PFD & IN COM19247X10020,134$423,4180.04%
457ISHARES BIOTECHNOLOGY ETF4642875563,064$420,4420.04%
458DOW INC COMDOW7,244$419,6670.04%
459INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ20,491$418,6480.04%
460GENUINE PARTS CO COMGPC2,693$417,2260.04%
461FIRST TRUST MID CAP CORE ALPHADEX FUND33735B1083,670$416,1280.04%
462ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ21,125$415,9510.04%
463INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ21,541$415,5310.04%
464T-MOBILE US INC COMTMUSZ2,545$415,3950.04%
465MCKESSON CORP COMMCK770$413,3750.04%
466MORGAN STANLEY EMERGING MKTS COMMS-PQ87,000$413,2500.04%
467ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888287,537$411,0680.04%
468INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ21,296$409,1110.04%
469AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728026,200$408,3320.04%
470MARVELL TECHNOLOGY INC COMMRVL5,754$407,8770.04%
471MAIN STR CAP CORP COM56035L1048,590$406,3930.04%
472INVESCO VALUE MUN INCOME TR COMIVZ33,784$405,4080.03%
473REAVES UTIL INCOME FD COM SH BEN INT75615810115,000$404,4000.03%
474DUKE ENERGY CORP NEW COM NEWDUKB4,170$403,2860.03%
475CAMBRIA SHAREHOLDER YIELD ETF1320612015,495$402,6890.03%
476AVNET INC COMAVT8,093$401,2510.03%
477FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY33740F44111,780$400,5200.03%
478AVANTIS EMERGING MARKETS EQUITY ETF0250726046,870$398,1850.03%
479ALPS SECTOR DIVIDEND DOGS ETF00162Q8587,374$397,8460.03%
480ELEVANCE HEALTH INC COMELV762$395,1680.03%
481BLOOMIN BRANDS INC COMBLMN13,686$392,5140.03%
482SCHWAB U.S. LARGE-CAP VALUE ETF8085244095,109$388,1820.03%
483FIRST TRUST WATER ETF33733B1003,790$386,9590.03%
484SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7218,308$386,1780.03%
485COLLEGIUM PHARMACEUTICAL INC COMCOLL9,936$385,7160.03%
486HALOZYME THERAPEUTICS INC COMHALO9,439$383,9790.03%
487HUMANA INC COMHUM1,104$382,8450.03%
488HSBC HLDGS PLC SPON ADR NEWHBCYF9,562$376,3740.03%
489GILEAD SCIENCES INC COMGILD5,075$371,7860.03%
490DARDEN RESTAURANTS INC COMDRI2,204$368,3990.03%
491ISHARES US TRANSPORTATION ETF4642871925,212$366,9930.03%
492BRISTOL-MYERS SQUIBB CO COMCELG-RI6,757$366,4420.03%
4933M CO COMMMM3,437$364,5630.03%
494INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULYINHD15,215$362,1490.03%
495ISHARES S&P SMALL-CAP 600 VALUE ETF4642878793,500$359,6820.03%
496INTERPUBLIC GROUP COS INC COMINTR10,991$358,6360.03%
497GOLDMAN SACHS GROUP INC COMGSCE855$357,1400.03%
498WELLS FARGO CO NEW COM9497461016,114$354,4060.03%
499AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086079,709$353,8130.03%
500CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INTCSQ21,487$351,7500.03%