Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001398344-23-014283

Total Value
$273.3M
Positions
773
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY55,270$24.5M8.99%
2INVESCO EXCH TRADED FD TR II S&P500 LOW VOLIVZ328,172$20.6M7.57%
3INVESCO QQQ TR UNIT SER 1IVZ44,246$16.3M6.00%
4ISHARES TR 20 YR TR BD ETF464287432143,660$14.8M5.43%
5GOLDMAN SACHS PHYSICAL GOLD UNIT38150K103636,238$12.1M4.45%
6ISHARES RUSSELL 2000 ETF46428765559,645$11.2M4.10%
7SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663107,439$9.9M3.62%
8ISHARES TR 0-3 MNTH TREASRY46436E71895,998$9.7M3.55%
9INVESCO EXCH TRADED FD TR II EMRNG MKT SVRGIVZ395,541$7.7M2.83%
10PUT (SPY) SPDR S&P500 ETF AUG 18 23 $350 (100 SHS)78462E10315,900$7.0M2.59%
11ISHARES TIPS BOND ETF46428717661,503$6.6M2.43%
12ISHARES TR 3 7 YR TREAS BD46428866154,678$6.3M2.31%
13SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35970,295$4.9M1.80%
14INVESCO EXCH TRADED FD TR II GBL SRT TRM HYIVZ230,657$4.5M1.64%
15FIDELITY NASDAQ COMPOSITE INDEX ETF31591280876,921$4.2M1.53%
16APPLE INCAAPL16,502$3.2M1.17%
17ISHARES TR RUS TP200 GR ETF46428943819,702$3.1M1.15%
18ISHARES CORE S&P 500 ETF4642872006,707$3.0M1.10%
19AMAZON.COM INCAMZN20,964$2.7M1.00%
20UTILITIES SELECT SECTOR SPDR FUND81369Y88636,342$2.4M0.87%
21FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDXFLEX58,689$2.4M0.86%
22FIDELITY MSCI CONSUMER STAPLES INDEX ETF31609230348,218$2.2M0.80%
23ISHARES TR RUS TP200 VL ETF46428942031,933$2.2M0.79%
24ISHARES SILVER TR ISHARESSLV100,004$2.1M0.77%
25HEALTH CARE SELECT SECTOR SPDR81369Y20914,600$1.9M0.71%
26ISHARES TRUST 1-3 YEAR TREASURY BOND ETF46428745723,457$1.9M0.70%
27ISHARES TR CORE TOTAL USD46434V61340,857$1.9M0.68%
28ISHARES TR EAFE GRWTH ETF46428888518,522$1.8M0.65%
29SPDR DOW JONES INDL AVERAGE ET UT SER 178467X1095,116$1.8M0.65%
30VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF92206C77137,482$1.7M0.63%
31MICROSOFT CORPMSFT4,828$1.6M0.60%
32ISHARES TR USD INV GRDE ETF46428862031,821$1.6M0.59%
33BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110892,867$1.6M0.58%
34SELECT SECTOR SPDR TR ENERGY81369Y50619,359$1.6M0.58%
35ISHARES INC CORE MSCI EMERGING MKTS ETF46434G10330,495$1.5M0.55%
36ISHARES TR EAFE VALUE ETF46428887730,166$1.5M0.54%
37PROSHARES TR SHORT S&P 500 NE74347B42595,778$1.3M0.49%
38NEXTERA ENERGY INC COM USD0.01NEE-PW17,341$1.3M0.47%
39VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A7022,732$1.2M0.44%
40ISHARES RUSSELL MID-CAP VALUE ETF46428747310,049$1.1M0.41%
41NIKE INC CLASS B COM NPVNKE9,708$1.1M0.39%
42VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70617,455$1.0M0.38%
43DTE ENERGY CODTK9,174$1.0M0.37%
44COSTCO WHOLESALE CORP COM USD0.0122160K1051,839$990,1080.36%
45ALPHABET INC CAP STK CL AGOOG8,008$958,5580.35%
46META PLATFORMS INC CLASS A COMMON STOCKMETA3,307$948,9480.35%
47JOHNSON &JOHNSON COM USD1.00JNJ5,707$944,5650.35%
48MASTERCARD INCORPORATED CL AMA2,380$935,9340.34%
49VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND92190976816,584$930,0090.34%
50VANGUARD SHORT TERM TREASURY ETF92206C10215,746$909,0430.33%
51VANECK ETF TR VANECK GOLD MINERS ETF92189F10629,817$897,7810.33%
52CHEVRON CORP NEW COMCVX5,496$864,8290.32%
53ISHARES TR MSCI USA QLT FCT46432F3396,310$851,0700.31%
54FREEPORT-MCMORAN INC COM USD0.10FCX19,382$775,2920.28%
55INVESCO EXCH TRADED FD TR II S&P 500 HB ETFIVZ9,856$752,8880.28%
56BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A2,199$749,8590.28%
57PROCTER AND GAMBLE CO COM7427181094,872$739,3110.27%
58VANGUARD RUSSELL 2000 ETF92206C6649,768$738,6440.27%
59ISHARES TR MBS ETF4642885887,753$723,1090.27%
60J P MORGAN EXCHANGE TRADED FD US QUALTY FCTR46641Q76115,997$708,3550.26%
61SPROTT FDS TR URANIUM MINERS ESII20,231$679,1550.25%
62ISHARES TR 7-10 YR TRSY BD4642874406,963$672,6490.25%
63JPMORGAN CHASE & COVYLD4,509$655,7570.24%
64PUT (JPM) JPMORGAN CHASE & CO JUL 21 23 $120 (100 SHS)VYLD4,500$654,4800.24%
65AMERICAN WATER WORKS COMPANY INC COM USD0.010304201034,553$650,0120.24%
66TOTAL ENERGIES SETTE11,251$648,5080.24%
67ISHARES TR US TREAS BD ETF46429B26727,934$639,6950.23%
68GLOBAL X FDS CYBRSCURTY ETF37954Y38425,612$621,3510.23%
69HOME DEPOT INCHD1,937$601,7830.22%
70TESLA INC COMTSLA2,174$569,0880.21%
71STRYKER CORPORATION COMSYK1,839$561,0430.21%
72SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4098,926$544,5750.20%
73WASTE CONNECTIONS INCWCN3,784$540,9100.20%
74SNOWFLAKE INC CL ASNOW3,064$539,2030.20%
75INTUIT INCINTU1,166$534,2830.20%
76PEPSICO INCPEP2,811$520,5720.19%
77VALERO ENERGY CORP COMVLO4,419$518,3040.19%
78PHILLIPS EDISON &CO INC COMMON STOCKPECO15,208$518,2780.19%
79TYLER TECHNOLOGIES INCTYL1,229$511,9810.19%
80DEERE & CODE1,247$505,3350.19%
81ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012ASMLF693$502,3190.18%
82SPDR SER TR S&P SEMICNDCTR78464A8622,267$501,6340.18%
83FISERV INC COM STK USD0.01FISV3,954$498,7970.18%
84PROSHARES TR II VIX MDTRM FUTR N74347W33823,289$476,8420.18%
85ISHARES TR RUS MD CP GR ETF4642874814,919$475,3350.17%
86PALO ALTO NETWORKS INC COM USD0.0001PANW1,792$457,8740.17%
87ADOBE SYSTEMS INCORPORATED COMADBE931$455,2500.17%
88SPDR PORTFOLIO S&P 500 VALUE ETF78464A50810,410$449,7120.17%
89MCDONALD S CORPMCD1,502$448,2120.16%
90STARBUCKS CORP COM USD0.001SBUX4,494$445,1540.16%
91SPDR SER TR S&P BIOTECH78464A8705,317$442,3760.16%
92VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8476,619$420,5360.15%
93AGILENT TECHNOLOGIES INC COM USD0.01A3,495$420,2940.15%
94FEDEX CORP COM USD0.10FDX1,625$402,8010.15%
95TORO COTORO3,962$402,7320.15%
96OCCIDENTAL PETE CORP COM6745991056,812$400,5640.15%
97CROWDSTRIKE HLDGS INC CL ACRWD2,671$392,2900.14%
98ISHARES TR ESG AWARE MSCI USA ETF46435G4253,977$387,5780.14%
99ISHARES TRUST DJ US TECHNOLOGY4642877213,520$383,2000.14%
100ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A5184391041,924$377,8350.14%
101U HAUL HOLDING COMPANY COMUHAL-B6,802$376,2870.14%
102LAM RESEARCH CORP COM USD0.001LRCX579$372,2320.14%
103GOLDMAN SACHS ETF TR FUTURE HEALTHNVGLF10,942$366,2290.13%
104EXXON MOBIL CORPXOM3,400$364,6140.13%
105SHERWIN-WILLIAMS COSHW1,354$359,4290.13%
106CARLISLE COMPANIES INC1423391001,383$354,7810.13%
107SPDR PORTFOLIO S&P 500 ETF78464A8546,723$350,3170.13%
108NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF2,145$347,0450.13%
109MERCK &CO. INC COMMRK2,987$344,6860.13%
110ISHARES TR RUS MID CAP ETF4642874994,594$335,5000.12%
111ISHARES CORE S&P MID-CAP ETF4642875071,234$322,7360.12%
112HEICO CORP NEW COMHEI-A1,800$318,4920.12%
113CELSIUS HLDGS INC COM NEWCELH2,025$302,1100.11%
114WALMART INC COMWMT1,892$297,3320.11%
115NETFLIX INCNFLX670$295,1280.11%
116SOUTHERN COSOMN4,192$294,5220.11%
117VISA INCV1,239$294,3300.11%
118CMS ENERGY CORP COM USD0.01CMS-PC4,801$282,0590.10%
119SUPER MICRO COMPUTER INC COM USD0.001SMCI1,084$270,1870.10%
120ISHARES TR MSCI USA MIN VOL46429B6973,363$249,9960.09%
121CLEAN HARBORS INCCLH1,449$238,2590.09%
122MERCADOLIBRE INC COM USD0.001MELI201$238,1050.09%
123SPDR GOLD TR GOLD SHSGLD1,332$237,5000.09%
124WISDOMTREE TR US MIDCAP DIVIDWT5,461$229,6350.08%
125RAYTHEON TECHNOLOGIES CORP COMRTX2,331$228,3310.08%
126HUMANA INCHUM502$224,4590.08%
127KIMBERLY-CLARK CORP COMKMB1,517$209,4370.08%
128BERRY GLOBAL GROUP INC08579W1033,244$208,7460.08%
129TARGET CORPTGT1,531$201,9390.07%
130SPDR SER TR S&P 400 MDCP GRW78464A8212,654$190,1590.07%
131WISDOMTREE TR FLOATNG RAT TREAWT3,726$187,4920.07%
132VIRTUS DIVIDEND INTEREST &PR COMNFJ15,305$186,8740.07%
133INTEL CORP COM USD0.001INTC5,375$179,7400.07%
134TEXAS INSTRUMENTS INC COM USD1.00882508104993$178,6940.07%
135NORTHERN LTS FD TR IV INSPIRE 100 ETFNTRSO5,405$177,7700.07%
136ISHARES TR 10-20 YR TRS ETF4642886531,601$177,3980.07%
137VERIZON COMMUNICATIONS INCVZ4,742$176,3670.06%
138FORD MTR CO DEL COM34537086011,420$172,7830.06%
139LKQ CORPLKQ2,842$165,6280.06%
140FS KKR CAP CORP COMFSK8,628$165,4850.06%
141EATON VANCE TAX-MANAGED DIVERS COMETN13,200$164,4720.06%
142GRAPHIC PACKAGING HOLDING COGPK6,751$162,2370.06%
143EDWARDS LIFESCIENCES CORPEW1,700$160,3610.06%
144MARATHON PETROLEUM CORP COM USD0.01MARA1,358$158,3720.06%
145FIRST TRUST TCW OPP FIXED IN33740F8053,455$152,6070.06%
146ISHARES TR JP MOR EM MK ETF4642882811,756$151,9790.06%
147NVIDIA CORPORATION COMNVDA355$149,9630.06%
148J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC46641Q8372,957$148,2640.05%
149AT&T INC COM USD1T-PC9,275$147,9360.05%
150ISHARES CORE US AGGREGATE BOND ETF4642872261,488$145,7500.05%
151SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1015,031$144,8420.05%
152ISHARES CORE 10 YEAR USD BOND ETF4642894792,626$138,1240.05%
153BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10BLK15,007$133,8620.05%
154MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A571903202717$131,7060.05%
155PROLOGIS INC. COMPLDGP1,025$125,6960.05%
156VANGUARD INDEX FUNDS S&P 500 ETF USD922908363304$123,8800.05%
157LIBERTY ALL-STAR EQUITY FUND53015810419,081$123,4540.05%
158PROGRESSIVE CORP COM743315103932$123,3700.05%
159DOLLAR GEN CORP NEW COM256677105706$119,8060.04%
160PIONEER NATURAL RESOURCES CO COM USD0.01723787107575$119,2160.04%
161NUVEEN S&P 500 BUY-WRITE INCOM COMNU8,797$117,6160.04%
162DT MIDSTREAM INC COMMON STOCKDTM2,341$116,0270.04%
163AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE0250728771,494$115,9490.04%
164ELI LILLY AND COLLY243$113,9620.04%
165KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491042,032$112,9070.04%
166PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS71654V4088,000$110,6400.04%
167AMERICAN CENTY ETF TR AVANTIS CORE FI0250725622,604$107,6750.04%
168DNP SELECT INCOME FD INC COM23325P10410,149$106,3620.04%
169ISHARES NATIONAL MUNI BOND ETF464288414988$105,4490.04%
170SPDR SER TR S&P 600 SMCP GRW78464A2011,343$103,3570.04%
171HEART TEST LABORATORIES INC COM42254E104112,854$102,1330.04%
172SCHWAB STRATEGIC TR US AGGREGATE BD ETF8085248392,196$101,3600.04%
173INVENTRUST PPTYS CORP COM NEW46124J2014,326$100,1000.04%
174DIMENSIONAL ETF TRUST US CORE EQT MKT25434V1043,226$99,9740.04%
175LOWES COMPANIES INC COM USD0.50548661107437$98,6310.04%
176CUMMINS INCCMI400$98,0640.04%
177AMERESCO INCAMRC2,000$97,2600.04%
178FIRSTENERGY CORP COM USD0.10FE2,468$95,9560.04%
179REALTY INCOME CORP COMO1,563$93,4540.03%
180REAVES UTILITY INCOME FUND7561581013,295$90,3490.03%
181PHILIP MORRIS INTERNATIONAL INC COM NPV718172109922$90,0060.03%
182DISNEY WALT CO COM2546871061,007$89,8730.03%
183SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS81369Y803512$89,0160.03%
184UNITEDHEALTH GROUP INCUNH184$88,4660.03%
185FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF33739Q2001,849$88,1420.03%
186COCA-COLA COKO1,459$87,8610.03%
187MASCO CORP COM USD1.00MAS1,478$84,8220.03%
188LOCKHEED MARTIN CORP COM USD1.00LMT183$84,3800.03%
189WISDOMTREE TR YIELD ENHANCD USWT1,958$84,3700.03%
190MARATHON OIL CORP COMMARA3,644$83,8940.03%
191PINNACLE FINANCIAL PARTNERS COM USD1.0072346Q1041,479$83,7910.03%
192CVS HEALTH CORPORATION COM USD0.01CVS1,195$82,5760.03%
193L3HARRIS TECHNOLOGIES INC COMLHX418$81,8320.03%
194ISHARES GOLD TR SHARES REPRESENTIAU4,188$80,3260.03%
195GENERAL MILLS INC COM USD0.103703341041,047$80,3050.03%
196AUTOZONE INC COM USD0.01AZO32$80,2010.03%
197EATON VANCE RISK-MANAGED DIVER COMETN9,700$79,7340.03%
198TIMOTHY PLAN US LRGMD CP CORE8874323592,173$78,1580.03%
199AMERICAN HOMES 4 RENTAMH-PG2,192$77,7230.03%
200ISHARES INC MSCI GBL GOLD MN46434G8553,313$77,1930.03%
201AIM ETF PRODUCTS TRUST US LRGCP B20 DEC00888H7942,853$76,6600.03%
202NORTHERN LTS FD TR IV INSPIRE INTL ETFNTRSO2,751$76,4660.03%
203HEXCEL CORP4282911081,000$76,0200.03%
204AIM ETF PRODUCTS TRUST US LRGCP B20 JUN00888H7372,932$75,5430.03%
205BOEING COBA-PA353$74,5390.03%
206SCHWAB STRATEGIC TR US LARGE-CAP ETF8085242011,421$74,4180.03%
207AMGEN INCAMGN332$73,7110.03%
208ARES CAPITAL CORP COMARCC3,900$73,2810.03%
209ISHARES TR MSCI KLD400 SOC464288570868$73,0780.03%
210ENERGY TRANSFER L P COM UT LTD PTNET-PI5,750$73,0250.03%
211ISHARES TRUST FALLEN ANGELS USD BD ETF46435G4742,850$72,2970.03%
212CSX CORP COM USD1CSX2,040$69,5640.03%
213NORFOLK SOUTHN CORP COM655844108300$68,0280.02%
214INNOVATOR ETFS TR US EQTY PWR BUFINHD1,984$67,8920.02%
215KINDER MORGAN INC COM USD0.01EP-PC3,900$67,1580.02%
216ISHARES TRUST ESG ADVANCED MSCI USA ETF46436E7671,861$66,9000.02%
217DEVON ENERGY CORP NEW25179M1031,365$66,0020.02%
218J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM46641Q3321,190$65,8430.02%
219SERVICE CORPORATION INTERNATIONAL COM USD1.008175651041,000$64,5900.02%
220ISHARES TR US INFRASTRUC46435U7131,649$64,4510.02%
221CULLEN/FROST BANKERS INCCFR-PB597$64,1950.02%
222NATIONAL FUEL GAS CO COMNFG1,246$63,9950.02%
223SMUCKER J M CO COM NEW832696405431$63,6460.02%
224ISHARES TR ESG AWRE USD ETF46435G1932,796$63,5850.02%
225RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9RBA1,051$63,0640.02%
226CROWN HLDGS INC COMCCK721$62,6400.02%
227PPG INDUSTRIES INC COM USD1.666693506107421$62,4340.02%
228FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNE33740U8441,860$62,2170.02%
229BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETFBLK1,265$61,7650.02%
230ENTERPRISE PRODS PARTNERS L P COM2937921072,340$61,6710.02%
231INNOVATOR ETFS TR US EQTY PWR BUFINHD1,936$61,3130.02%
232PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031054,264$60,1240.02%
233MCCORMICK &COMPANY INC COM NPVMKC-V688$60,0390.02%
234AIR PRODUCTS AND CHEMICALS INCAIIR200$59,9060.02%
235MERCANTILE BK CORP COM5873761042,128$58,7750.02%
236AIM ETF PRODUCTS TRUST U S LRGCP 6M JAN00888H8692,355$58,6400.02%
237ISHARES TR ESG AWR US AGRGT46435U5491,219$57,5060.02%
238NORTHERN LTS FD TR IV INSPIRE CORP BDNTRSO2,478$57,2170.02%
239COMCAST CORPCCZ1,372$57,0070.02%
240FRANKLIN LTD DURATION INCOME T COMFTF9,119$56,3550.02%
241AIM ETF PRODUCTS TRUST US LRGCP B10 JUL00888H3071,768$55,9370.02%
242COINBASE GLOBAL INC COM CL ACOIN765$54,7360.02%
243TIMOTHY PLAN HIG DV STK ETF8874323261,725$54,3300.02%
244AIM ETF PRODUCTS TRUST US LAGCP B20 MAY00888H7522,091$54,1030.02%
245ISHARES TR PFD AND INCM SEC4642886871,708$52,8280.02%
246DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB582$52,2290.02%
247NORTHERN LTS FD TR IV INSPIRE SML/ MIDNTRSO1,618$51,9860.02%
248ALPHABET INC CAP STK CL CGOOG428$51,7750.02%
249FIRST TR EXCHNG TRADED FD VIII CBOE VEST US BUF33740F7481,327$51,7070.02%
250PRINCIPAL FINANCIAL GROUP INC COMPFG676$51,2680.02%
251PIMCO 25 YR ZERO CPN US TIF72201R882550$50,6170.02%
252CATERPILLAR INC COMCAT206$50,5960.02%
253FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT FOCUS 5 ETF33738R6051,042$48,8800.02%
254SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP750$48,4500.02%
255ALTRIA GROUP INCMO1,066$48,2900.02%
256DOUBLELINE INCOME SOLUTIONS FD COMDSL4,000$47,6400.02%
257CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407276$46,8680.02%
258NUVEEN AMT FREE MUN CR INC FD COMNU4,000$46,8000.02%
259RITHM CAPITAL CORPRITM-PF5,000$46,7500.02%
260BLACKSTONE INCBX500$46,4850.02%
261CRISPR THERAPEUTICS AG COM CHF0.03CRSP815$45,7540.02%
262FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD33733E302277$45,1480.02%
263FIRST TR EXCHANGE-TRADED FD IV FT CBOE VEST S&P33739Q705838$44,2880.02%
264INNOVATOR ETFS TR US EQTY PWR BFINHD1,414$44,1170.02%
265BOSTON SCIENTIFIC CORPBSX811$43,8670.02%
266BLACKROCK LTD DURATION INCOME COM SHSBLK3,300$42,5040.02%
267HUNT J.B. TRANSPORT SERVICES INC COM USD0.01445658107234$42,3630.02%
268ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149ENNPF1,130$41,9800.02%
269VANGUARD EXTENDED DURATION TREASURY INDEX FD921910709481$41,8810.02%
270AIM ETF PRODUCTS TRUST US LRGCP B20 JUL00888H4061,364$40,6470.01%
271SPDR SER TR PORT MTG BK ETF78464A3831,849$40,5120.01%
272CAMBRIA ETF TR TAIL RISK1320618622,965$40,2650.01%
273ABBOTT LABORATORIESABLZF369$40,2280.01%
274BP PLC SPONSORED ADRBPPFF1,128$39,8070.01%
275DOW INC COMDOW745$39,6790.01%
276BARINGS BDC INC COMBBDC5,000$39,2000.01%
277ISHARES TR ESG AW MSCI EAFE46435G516532$38,8330.01%
278PHILLIPS 66PSX407$38,7770.01%
279SALESFORCE INC COMCRM183$38,5900.01%
280ABBVIE INC COM USD0.01ABBV286$38,5350.01%
281TIMOTHY PLAN U S SM CP CORE8874323421,202$38,3360.01%
282KROGER CO COM USD1.00KR814$38,2580.01%
283AIM ETF PRODUCTS TRUST US LARCP B10 MAY00888H7601,446$38,0500.01%
284ARCHER-DANIELS-MIDLA ND COADM500$37,7800.01%
285SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,240$37,0760.01%
286MONDELEZ INTL INC COM NPV609207105507$36,9810.01%
287PUT (QQQ) INVESCO QQQ TR UNIT MAR 15 24 $350 (100 SHS)IVZ100$36,9420.01%
288ETFMG ALTERNATIVE HARVEST ETF26924G50812,347$36,9160.01%
289EA SERIES TRUST STRIVE US ENERGY02072L7221,347$36,8570.01%
290ISHARES TRUST ESG ADVANCED MSCI EAFE ETF46436E759597$36,3500.01%
291SPDR SER TR S&P DIVID ETF78464A763296$36,2840.01%
292EMERSON ELECTRIC COEMR400$36,1560.01%
293ISHARES TR ESG ADV TTL USD46436E619838$35,6900.01%
294ADVANCED MICRO DEVICES INCAMD311$35,4260.01%
295KRAFT HEINZ CO COMKHC983$34,8970.01%
296HARTFORD FDS EXCHANGE TRADED T TOTAL RTRN ETF41653L3051,033$34,5320.01%
297ORACLE CORPORCL-PD289$34,3970.01%
298HUNTINGTON INGALLS INDUSTRIES INC446413106150$34,1400.01%
299GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF2,110$33,5490.01%
300GENERAL MTRS CO COM37045V100870$33,5470.01%
301VANGUARD HEALTH CARE ETF92204A504137$33,5400.01%
302WEYERHAEUSER CO MTN BE COM NEWWY1,000$33,5100.01%
303GOLDMAN SACHS GROUP INC COM USD0.01GSCE104$33,4360.01%
304MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251956501R1061,759$33,2630.01%
305CHARTER COMMUNICATIONS INC NEW CL A16119P10888$32,3290.01%
306ISHARES INC ESG AWR MSCI EM46434G8631,019$32,2360.01%
307TRANSDIGM GROUP INCTDG36$32,2160.01%
308PIMCO DYNAMIC INCOME FD COM USD0.0000172201Y1011,700$31,8750.01%
309MORGAN STANLEY COM USD0.01MS-PQ368$31,4270.01%
310THERMO FISHER SCIENTIFIC INCTMO60$31,3050.01%
311ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF46435U663881$31,3040.01%
312TRAVELERS COMPANIES INC COM STK NPVTRV178$30,9110.01%
313JOHN BEAN TECHNOLOGIES CORPORATION COM USD0.01JBTM250$30,3250.01%
314AIM ETF PRODUCTS TRUST US LRGCP B20 APR00888H2081,079$30,3200.01%
315ALLIANCEBERNSTEIN HOLDING LP01881G106940$30,2300.01%
316ACCENTURE PLCACN97$29,9320.01%
317ISHARES TRUST CORE MSCI EAFE ETF46432F842438$29,5650.01%
318BEST BUY CO INC COM USD0.10BBY360$29,5020.01%
319HENRY JACK &ASSOCIATES INC COM USD0.01426281101175$29,2830.01%
320ISHARES TRUST CORE DIVID GWTH46434V621568$29,2690.01%
321DUFF &PHELPS UTLITY AND INFST COM26433C1053,000$29,1900.01%
322INNOVATOR ETFS TR US EQUT BUFR AUGINHD865$29,0290.01%
323HEALTHCARE RLTY TR CL A COM42226K1051,533$28,9120.01%
324T-MOBILE US INC COMTMUSZ205$28,4750.01%
325JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00G51502105417$28,4140.01%
326EATON VANCE LTD DURATION INCOM COMETN3,000$28,0800.01%
327TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10874039100277$27,9040.01%
328TJX COMPANIES INC872540109327$27,7260.01%
329CITIGROUP INCC-PR602$27,7160.01%
330HONEYWELL INTERNATIONAL INC COM USD1438516106133$27,6030.01%
331RIVERNORTH OPPORTUNITIES FD IN COM76881Y1092,400$27,4560.01%
332TERADYNE INC COM USD0.125TER246$27,4030.01%
333ISHARES TR SHORT TREAS BD464288679247$27,2810.01%
334VANGUARD BD INDEX FDS SHORT TRM BOND921937827354$26,7520.01%
335VANGUARD BD INDEX FDS TOTAL BND MRKT921937835363$26,3860.01%
336DIMENSIONAL ETF TRUST INTL CORE EQT MK25434V203949$25,9270.01%
337AIM ETF PRODUCTS TRUST US LRGCP B20 FEB00888H786979$25,8730.01%
338PIEDMONT LITHIUM INC72016P105440$25,3920.01%
339DIMENSIONAL ETF TRUST DIMENSIONAL US HIGH PROFITABILITY ETF25434V831953$25,2930.01%
340BROADCOM INC COMAVGO29$25,1550.01%
341DIMENSIONAL ETF TRUST US TARGETED VLU25434V609537$24,9110.01%
342VANGUARD REAL ESTATE ETF922908553298$24,9010.01%
343MARVELL TECHNOLOGY INC COMMRVL405$24,2140.01%
344DYNATRACE INC COM NEWDT469$24,1610.01%
345FIRST TR EXCH TRADED ALPHADEX FD II EUROPE ALPHADEX FD33737J117699$24,0600.01%
346DRAFTKINGS INC NEW COM CL ADKNG904$24,0190.01%
347VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS92206C409314$23,7570.01%
348PFIZER INCPFE642$23,5300.01%
349NORTHERN LTS FD TR IV INSPIRE GBL HOPENTRSO702$23,4700.01%
350NOKIA OYJ ADR EACH REPR 1 ORD NPVNOKBF5,575$23,1920.01%
351ROKU INC COM CL AROKU358$22,8980.01%
352DOMINION ENERGY INC COMD439$22,7360.01%
353ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BD ETF46434V100467$22,5140.01%
354TRANSMEDICS GROUP INC COMTMDX264$22,1710.01%
355TRITON INTL LTD CL A ISIN #BMG9078F1077G9078F107266$22,1610.01%
356GFL ENVIRONMENTAL INC. COM NPV SUB VTG SHS ISIN #CA36168Q1046 SEDOL #BKDT649GFL571$22,1550.01%
357DISCOVER FINANCIAL SERVICES254709108189$22,0850.01%
358GLOBAL X FDS GLOBAL X URANIUM37954Y8711,000$21,7000.01%
359QUALCOMM INCQCOM181$21,5660.01%
360GREENBRIER COMPANIES INC393657101500$21,5500.01%
361FRANKLIN ELECTRIC CO INCFELE209$21,4690.01%
362NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2NEMCL500$21,3300.01%
363MARTIN MARIETTA MATERIALS INC COM USD0.0157328410646$21,2410.01%
364VANGUARD DEVELOPED MARKETS INDEX FUND ETF921943858457$21,1040.01%
365CARNIVAL CORP COM USD0.01CUKPF1,112$20,9480.01%
366SERVICENOW INC COM USD0.001NOW37$20,7930.01%
367SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH1,400$20,7200.01%
368GSK PLC SPON ADS EACH REP 2 ORD SHSGLAXF578$20,6000.01%
369UNION PAC CORP COMUNP100$20,4620.01%
370WELLTOWER INC COMWELL251$20,3040.01%
371MCKESSON CORPMCK47$20,0900.01%
372BLACKROCK DEBT STRATEGIES FD I COM NEWBLK2,000$19,5800.01%
373ISHARES TRUST CMBS ETF46429B366420$19,2590.01%
374S&P GLOBAL INC COMSPGI48$19,2540.01%
375ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158185$19,2470.01%
376SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF82889N7981,308$19,2280.01%
377LAMB WESTON HLDGS INC COMLW166$19,0820.01%
378GLOBAL X FDS NASDAQ 100 COVER37954Y4831,070$18,9930.01%
379ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242173$18,7080.01%
380EOG RESOURCES INCEOG163$18,6820.01%
381VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876984$18,4710.01%
382DUPONT DE NEMOURS INC COMDD258$18,4320.01%
383CONOCOPHILLIPS COMCOP176$18,2350.01%
384NOVARTIS AG SPONSORED ADRNVSEF180$18,1640.01%
385MARKETWISE INC COM CL AMKTW9,000$18,0000.01%
386SSGA ACTIVE TR SPDR BLACKSTONE78470P846643$17,8300.01%
387NORTHROP GRUMMAN CORP COM USD1NOC39$17,7760.01%
388ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ865$17,3000.01%
389WESTERN ASSET EMER MKTS DEBT FD INC COM USD0.00195766A1012,000$17,2400.01%
390FORMFACTOR INCFORM500$17,1100.01%
391CONAGRA BRANDS INCCAG500$16,8600.01%
392NATERA INC COMNTRA345$16,7880.01%
393UNITED PARCEL SERVICE INC CL BUPS93$16,6700.01%
394INDIA FUND INC4540891031,000$16,6000.01%
395LITHIUM AMERICAS CORP COM NPV ISIN #CA53680Q2071 SEDOL #BF4X225LTUM811$16,3900.01%
396BROADRIDGE FINANCIAL SOLUTION INC COM USD0.0111133T10397$16,0660.01%
397ARK ETF TR INNOVATION ETF00214Q104363$16,0230.01%
398WASTE MANAGEMENT INC94106L10991$15,7810.01%
399ISHARES TR CORE MSCI INTL46435G326257$15,6970.01%
400SCHWAB STRATEGIC TR INTL EQUITY ETF808524805436$15,5430.01%
401EQUIFAX INC COM USD1.25EFX66$15,5300.01%
402HP INC COMHPQ500$15,3550.01%
403IQVIA HLDGS INC COMIQV68$15,2840.01%
404FIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQTY MODERATE BUFF JUNE33740F433491$14,7890.01%
405INTERNATIONAL BUS MACH CORP COM USD0.20INTR110$14,7190.01%
406SIMPLIFY EXCHANGE TRADED FUNDS SHORT TERM TREA82889N657639$14,4930.01%
407SHELL PLC SPON ADS EA REP 2 ORD SHSRYDAF239$14,4320.01%
408BANK AMERICA CORP COM060505104503$14,4310.01%
409VANGUARD UTILITIES ETF92204A876101$14,3590.01%
410MGM RESORTS INTERNATIONAL COM USD0.01MGM322$14,1430.01%
411PRUDENTIAL FINANCIAL INCPUKPF160$14,1150.01%
412DIAMONDBACK ENERGY INC COM USD0.01FANG106$13,9420.01%
413CRH SPON ADR EA REPR 1 ORD SHS EUR0.32CRH249$13,8770.01%
414VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF92206C870175$13,8300.01%
415MODERNA INC COMMRNA113$13,7300.01%
416BAXTER INTERNATIONAL INC COM USD1.00071813109301$13,7140.01%
417UBER TECHNOLOGIES INC COMUBER316$13,6420.01%
418FIDELITY MSCI FINLS INDEX ETF316092501289$13,6030.00%
419VANGUARD WHITEHALL FDS HIGH DIV YLD921946406127$13,4710.00%
420XENIA HOTELS & RESORTS INCXHR1,087$13,3810.00%
421ISHARES TR RUS 2000 GRW ETF46428764855$13,3460.00%
422ISHARES TR U.S. MED DVC ETF464288810234$13,1870.00%
423ROCKWELL AUTOMATION INC COM USD1ROK40$13,1780.00%
424APPLIED MATERIALS INC COM USD0.0103822210591$13,1530.00%
425NEOGEN CORP COM USD0.16NEOG600$13,0500.00%
426ROYAL CARIBBEAN GROUP COM USD0.01V7780T103125$12,9680.00%
427ASTRAZENECA ADR REP 0.5 ORDAZN180$12,8870.00%
428PAYPAL HLDGS INC COMPYPL192$12,8120.00%
429EATON VANCE TAX-MANAGED BUY- W COMETN1,000$12,7800.00%
430NUVEEN PFD &INCOME SECS FD COMNU2,000$12,7600.00%
431DANAHER CORPORATION COM23585110253$12,7250.00%
432LIBERTY MEDIA CORP DEL COM SER C FRMLAFWONB169$12,7220.00%
433SCHLUMBERGER LIMITED COM USD0.01SLB255$12,5280.00%
434RH COMRH38$12,5240.00%
435YUM! BRANDS INCYUM90$12,4660.00%
436BAIDU INC SPON ADS EACH REP 8 ORD SHSBAIDF91$12,4590.00%
437TWILIO INC CL ATWLO193$12,2790.00%
438HCA HEALTHCARE INC COMHCA40$12,1390.00%
439ISHARES TR US AER DEF ETF464288760104$12,1340.00%
440SIGMA LITHIUM CORP COM NPV ISIN #CA8265991023 SEDOL #BNKJ1Y8SGML300$12,0900.00%
441ISHARES CORE S&P SMALL-CAP E464287804119$11,8580.00%
442UWM HOLDINGS CORPORATION COM CL AUWMC2,096$11,7390.00%
443ALLETE INC COM NEW018522300200$11,5940.00%
444FIRST CITIZENS BANCSHARES INC (DELAWARE)31946M1039$11,5510.00%
445AIM ETF PRODUCTS TRUST US LRGCP B10 DEC00888H836425$11,5480.00%
446EXELON CORP COM NPVEXC275$11,2040.00%
447ABRDN SILVER ETF TR ABRDN PHYSICAL SILVER SHARES ETFSIVR500$10,9250.00%
448AUTOMATIC DATA PROCESSING INC COM USD0.10ADP49$10,7700.00%
449MONSTER BEVERAGE CORP NEW COMMNST186$10,6840.00%
450WEC ENERGY GROUP INC COMWEC121$10,6770.00%
451VANECK ETF TRUST RARE EARTH/STRTG92189H805128$10,6440.00%
452TEXAS PACIFIC LAND CORPORATION COMTPL8$10,5320.00%
453ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX8414$10,4700.00%
454ELECTRONIC ARTS INCEA80$10,3760.00%
455HALLIBURTON CO COM USD2.50HAL314$10,3560.00%
456WABTEC COM92974010894$10,3120.00%
457SAREPTA THERAPEUTICS INCSRPT90$10,3070.00%
458GENERAL ELECTRIC CO COM NEW36960430193$10,2160.00%
459ISHARES TR CORE MSCI TOTAL46432F834163$10,2070.00%
460GABELLI EQUITY TRUST INCGAB-PK1,750$10,1500.00%
461AMERICAN EXPRESS CO COM USD0.20AXP58$10,1040.00%
462FLEX LNG LTD (BM) USD0.10FLNG329$10,0380.00%
463INVESCO ACTVELY MNGD ETC FD TR OPTIMUM YIELDIVZ737$10,0270.00%
464WARNER BROS DISCOVERY INC COM SER AWBD792$9,9320.00%
465WORLD GOLD TR SPDR GLD MINISGLDW258$9,8270.00%
466GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC120$9,7490.00%
467GAMESTOP CORPORATION COM USD0.001 CLASS AGME-WT400$9,7000.00%
468ACADIA HEALTHCARE COMPANY INC COMACHC120$9,5570.00%
469OREILLY AUTOMOTIVE INC COM67103H10710$9,5530.00%
470MEDTRONIC PLCMDT108$9,5220.00%
471DELTA AIR LINES INCDAL200$9,5080.00%
472KEURIG DR PEPPER INC COMKDP300$9,3810.00%
473CRACKER BARREL OLD COUNTRY STORE INC22410J106100$9,3180.00%
474VAXCYTE INC COMPCVX185$9,2390.00%
475TRIMBLE INC COMTRMB174$9,2120.00%
476DIAGEO ADR EACH REPR 4 ORD GBX28.935185DGEAF53$9,1940.00%
477FARMLAND PARTNERS INC COMFPI750$9,1580.00%
478FORTIVE CORP COMFTV122$9,1220.00%
479VOYA GLBL EQTY DVD &PRM OPP92912T1001,757$9,0310.00%
480CALAMOS GLOBAL DYNAMIC INCOME FUND12811L1071,500$9,0300.00%
481FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280869$9,0140.00%
482APA CORPORATION COMAPA262$8,9620.00%
483ENTERGY CORPENO91$8,8730.00%
484CHECK POINT SOFTWARE TECHNOLOGIES LTDM2246510470$8,7930.00%
485CHESAPEAKE ENERGY CORP COMEXE105$8,7860.00%
486BARCLAYS BK PLC IPATH SER B S&P 500 0.00000 01/23/2048 PUTABLE NOT RATED06748F324350$8,7500.00%
487DIMENSIONAL ETF TRUST INTERNATIONAL HIGH PROFITABILITY ETF25434V765356$8,7150.00%
488THE CIGNA GROUP COM12552310031$8,6990.00%
489DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807264$8,6720.00%
490GENUINE PARTS CO COM USD1.00GPC51$8,6460.00%
491ROYAL GOLD INC COM ISIN #US7802871084RGLD75$8,6090.00%
492DIMENSIONAL ETF TRUST EMERGING MARKETS VALUE ETF25434V740353$8,6030.00%
493VANGUARD MID-CAP INDEX FUND92290862939$8,5860.00%
494TILRAY BRANDS INC COMMON STOCKTLRY5,454$8,5080.00%
495BJS WHSL CLUB HLDGS INC COM05550J101134$8,4430.00%
496BLOCK INC CL ABSQKZ126$8,3880.00%
497CISCO SYSTEMS INCCSCO162$8,3820.00%
498ZIM INTEGRATED SHIPPING SERVCES LTD COM NPVZIM675$8,3660.00%
499THE TRADE DESK INC COM CL A88339J105106$8,1850.00%
500SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239SII548$8,1760.00%