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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

Choate Investment Advisors

Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0001398344-23-019897

Total Value
$2.55B
Positions
431
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (431)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872002,000,745$859.2M33.69%
2INVESCO EXCHANGE TRADED FD TIVZ1,993,956$282.5M11.08%
3ISHARES TR4642884141,188,651$121.9M4.78%
4ISHARES INC46434G1032,386,970$113.6M4.45%
5SPDR SER TR78468R7962,768,114$96.1M3.77%
6APPLE INCAAPL418,117$71.6M2.81%
7SPDR SER TR78468R663767,271$70.5M2.76%
8MICROSOFT CORPMSFT198,949$62.8M2.46%
9CHASE CORPWHLT312,367$39.7M1.56%
10SPDR S&P 500 ETF TRSPY81,429$34.8M1.36%
11ISHARES TR464287226351,386$33.0M1.30%
12AMAZON COM INCAMZN191,745$24.4M0.96%
13BERKSHIRE HATHAWAY INC DELBRK-A62,510$21.9M0.86%
14ALPHABET INCGOOG150,821$19.7M0.77%
15HOME DEPOT INCHD63,097$19.1M0.75%
16ALPHABET INCGOOG143,102$18.9M0.74%
17JPMORGAN CHASE & COVYLD118,644$17.2M0.67%
18PROCTER AND GAMBLE CO742718109105,688$15.4M0.60%
19BERKSHIRE HATHAWAY INC DELBRK-A27$14.3M0.56%
20JOHNSON & JOHNSONJNJ90,366$14.1M0.55%
21NVIDIA CORPORATIONNVDA29,797$13.0M0.51%
22ABBOTT LABSABLZF125,965$12.2M0.48%
23ABBVIE INCABBV73,514$11.0M0.43%
24UNITEDHEALTH GROUP INCUNH20,487$10.3M0.40%
25EXXON MOBIL CORPXOM87,734$10.3M0.40%
26ISHARES TR46428761437,051$9.9M0.39%
27SPDR SER TR78468R52398,479$9.8M0.38%
28ELI LILLY & COLLY18,159$9.8M0.38%
29AMERICAN EXPRESS COAXP60,781$9.1M0.36%
30VANGUARD SCOTTSDALE FDS92206C102157,304$9.1M0.36%
31ISHARES TR46428780495,361$9.0M0.35%
32TJX COS INC NEW872540109100,466$8.9M0.35%
33AUTOMATIC DATA PROCESSING INADP36,912$8.9M0.35%
34BARNES GROUP INC067806109254,807$8.7M0.34%
35PEPSICO INCPEP47,525$8.1M0.32%
36MERCK & CO INCMRK76,390$7.9M0.31%
37VANGUARD INDEX FDS92290876933,426$7.1M0.28%
38INVESCO QQQ TRIVZ19,749$7.1M0.28%
39APPLIED MATLS INC03822210549,149$6.8M0.27%
40SPDR GOLD TRGLD39,483$6.8M0.27%
41THERMO FISHER SCIENTIFIC INCTMO13,307$6.7M0.26%
42MASTERCARD INCORPORATEDMA16,619$6.6M0.26%
43CISCO SYS INCCSCO115,144$6.2M0.24%
44MCDONALDS CORPMCD22,781$6.0M0.24%
45VANGUARD SPECIALIZED FUNDS92190884438,616$6.0M0.24%
46GENERAL MLS INC37033410489,646$5.7M0.22%
47AMERIPRISE FINL INC03076C10617,185$5.7M0.22%
48TESLA INCTSLA22,401$5.6M0.22%
49VISA INCV24,303$5.6M0.22%
50DANAHER CORPORATION23585110222,056$5.5M0.21%
51PFIZER INCPFE163,721$5.4M0.21%
52WALMART INCWMT33,303$5.3M0.21%
53VANGUARD INDEX FDS92290836312,362$4.9M0.19%
54AMGEN INCAMGN18,004$4.8M0.19%
55INTEL CORPINTC132,916$4.7M0.19%
56META PLATFORMS INCMETA15,615$4.7M0.18%
57TEXAS INSTRS INC88250810427,610$4.4M0.17%
58VANGUARD TAX-MANAGED FDS92194385898,709$4.3M0.17%
59CHEVRON CORP NEWCVX25,339$4.3M0.17%
60HONEYWELL INTL INC43851610621,974$4.1M0.16%
61ACCENTURE PLC IRELANDACN13,202$4.1M0.16%
62UNION PAC CORPUNP19,471$4.0M0.16%
63DISNEY WALT CO25468710648,625$3.9M0.15%
64SELECT SECTOR SPDR TR81369Y20930,568$3.9M0.15%
65COSTCO WHSL CORP NEW22160K1056,958$3.9M0.15%
66VANGUARD INDEX FDS92290873613,856$3.8M0.15%
67COCA COLA COKO65,115$3.6M0.14%
68NIKE INCNKE38,002$3.6M0.14%
69S&P GLOBAL INCSPGI9,916$3.6M0.14%
70ISHARES TR46428746552,549$3.6M0.14%
71ADOBE INCADBE7,012$3.6M0.14%
72SCHWAB CHARLES CORPSCHW-PJ63,731$3.5M0.14%
73EOG RES INCEOG26,940$3.4M0.13%
74DEERE & CODE8,885$3.4M0.13%
75COGNIZANT TECHNOLOGY SOLUTIOCTSH48,363$3.3M0.13%
76PROGRESS SOFTWARE CORP74331210061,948$3.3M0.13%
77SELECT SECTOR SPDR TR81369Y70431,839$3.2M0.13%
78STRYKER CORPORATIONSYK11,250$3.1M0.12%
79STARBUCKS CORPSBUX33,470$3.1M0.12%
80RTX CORPORATIONRTX41,865$3.0M0.12%
81AFLAC INCAFL39,018$3.0M0.12%
82LINDE PLCLIN7,980$3.0M0.12%
83ORACLE CORPORCL-PD27,070$2.9M0.11%
84CLEVELAND-CLIFFS INC NEWCLF180,597$2.8M0.11%
85SCHWAB STRATEGIC TR80852479739,418$2.8M0.11%
86QUALCOMM INCQCOM24,780$2.8M0.11%
87ALLSTATE CORPALL-PJ24,452$2.7M0.11%
88BRISTOL-MYERS SQUIBB COCELG-RI46,926$2.7M0.11%
89FISERV INCFISV24,005$2.7M0.11%
90CVS HEALTH CORPCVS37,935$2.6M0.10%
91NEXTERA ENERGY INCNEE-PW45,188$2.6M0.10%
92BLACKSTONE INCBX24,043$2.6M0.10%
93ISHARES TR46432F84237,290$2.4M0.09%
94LOWES COS INC54866110711,262$2.3M0.09%
95SCHLUMBERGER LTDSLB39,242$2.3M0.09%
96TAIWAN SEMICONDUCTOR MFG LTD87403910026,132$2.3M0.09%
97ANALOG DEVICES INCADI12,883$2.3M0.09%
98OREILLY AUTOMOTIVE INC67103H1072,475$2.2M0.09%
99VANGUARD INTL EQUITY INDEX F92204274224,016$2.2M0.09%
100EMERSON ELEC COEMR22,812$2.2M0.09%
101MICRON TECHNOLOGY INCMU32,336$2.2M0.09%
102ILLINOIS TOOL WKS INC4523081099,462$2.2M0.09%
103CANADIAN PACIFIC KANSAS CITYCP29,044$2.2M0.08%
104ENTERPRISE PRODS PARTNERS L29379210778,867$2.2M0.08%
105SALESFORCE INCCRM10,613$2.2M0.08%
1063M COMMM22,196$2.1M0.08%
107ISHARES TR46436E71820,480$2.1M0.08%
108FLEXSHARES TRFLEX50,696$2.1M0.08%
109BROADCOM INCAVGO2,242$1.9M0.07%
110WELLS FARGO CO NEW94974610144,338$1.8M0.07%
111SCHWAB STRATEGIC TR80852488856,000$1.8M0.07%
112MARATHON PETE CORPMARA11,847$1.8M0.07%
113BOEING COBA-PA9,346$1.8M0.07%
114CANADIAN NATL RY CO13637510216,066$1.7M0.07%
115COMCAST CORP NEWCCZ38,963$1.7M0.07%
116ISHARES TR46428730924,967$1.7M0.07%
117AMERICAN TOWER CORP NEW03027X10010,322$1.7M0.07%
118HILTON WORLDWIDE HLDGS INCHLT11,153$1.7M0.07%
119GENERAL ELECTRIC CO36960430114,313$1.6M0.06%
120CATERPILLAR INCCAT5,755$1.6M0.06%
121AMERICAN WTR WKS CO INC NEW03042010312,489$1.5M0.06%
122BOOZ ALLEN HAMILTON HLDG CORBAH14,127$1.5M0.06%
123LOCKHEED MARTIN CORPLMT3,688$1.5M0.06%
124SPDR SER TR78464A40925,442$1.5M0.06%
125NOVARTIS AGNVSEF14,594$1.5M0.06%
126GENERAL DYNAMICS CORPGD6,628$1.5M0.06%
127BLACKROCK INCBLK2,261$1.5M0.06%
128VANGUARD INTL EQUITY INDEX F92204285837,230$1.5M0.06%
129SKYWORKS SOLUTIONS INCSWKS14,777$1.5M0.06%
130SELECT SECTOR SPDR TR81369Y4079,028$1.5M0.06%
131KROGER COKR31,129$1.4M0.05%
132BANK AMERICA CORP06050510450,343$1.4M0.05%
133INTERNATIONAL BUSINESS MACHSINTR9,629$1.4M0.05%
134TRAVELERS COMPANIES INCTRV7,994$1.3M0.05%
135CHARTER COMMUNICATIONS INC N16119P1082,926$1.3M0.05%
136METTLER TOLEDO INTERNATIONALMTD1,143$1.3M0.05%
137AIR PRODS & CHEMS INCAIIR4,449$1.3M0.05%
138CONSTELLATION BRANDS INCSTZ4,949$1.2M0.05%
139VERTEX PHARMACEUTICALS INCVRTX3,454$1.2M0.05%
140NORTHROP GRUMMAN CORPNOC2,719$1.2M0.05%
141ISHARES TR4642876556,769$1.2M0.05%
142FORTIVE CORPFTV15,977$1.2M0.05%
143MATTHEWS ASIA FDS57712583457,010$1.2M0.05%
144YUM BRANDS INCYUM9,278$1.2M0.05%
145LAM RESEARCH CORPLRCX1,824$1.1M0.04%
146DOVER CORPDOV8,097$1.1M0.04%
147CARRIER GLOBAL CORPORATIONCARR20,313$1.1M0.04%
148WABTEC92974010810,317$1.1M0.04%
149HOLOGIC INCHOLX15,732$1.1M0.04%
150CAPITAL ONE FINL CORP14040H10511,186$1.1M0.04%
151ISHARES TR46428744011,732$1.1M0.04%
152PARKER-HANNIFIN CORPPH2,739$1.1M0.04%
153UNILEVER PLCUNLYF21,467$1.1M0.04%
154SPDR S&P MIDCAP 400 ETF TRMDY2,265$1.0M0.04%
155GLOBAL X FDS37954Y88919,740$1.0M0.04%
156PNC FINL SVCS GROUP INC6934751058,394$1.0M0.04%
157GOLDMAN SACHS GROUP INCGSCE3,164$1.0M0.04%
158ECOLAB INCECL6,037$1.0M0.04%
159CHARLES RIV LABS INTL INC1598641075,167$1.0M0.04%
160ISHARES TR46429B69713,893$1.0M0.04%
161NUCOR CORPNUE6,428$1.0M0.04%
162ISHARES TR46428749914,506$1.0M0.04%
163INTUITINTU1,964$1.0M0.04%
164UNITED PARCEL SERVICE INCUPS6,293$980,8900.04%
165ISHARES TR4642875986,441$977,8730.04%
166MCKESSON CORPMCK2,232$970,5850.04%
167ISHARES TR4642876224,084$959,3720.04%
168WORLD GOLD TRGLDW25,760$944,3620.04%
169WASTE CONNECTIONS INCWCN6,985$938,0860.04%
170BECTON DICKINSON & COBDX3,581$925,7960.04%
171SHERWIN WILLIAMS COSHW3,612$921,2410.04%
172PAYCHEX INCPAYX7,943$916,0660.04%
173VERIZON COMMUNICATIONS INCVZ28,247$915,4850.04%
174TE CONNECTIVITY LTDTEL7,305$902,3870.04%
175AMPHENOL CORP NEW03209510110,709$899,4490.04%
176VANGUARD INDEX FDS9229087514,750$898,0830.04%
177CONOCOPHILLIPSCOP7,326$877,6550.03%
178IDEXX LABS INC45168D1041,999$874,1030.03%
179BHP GROUP LTDBHPLF15,337$872,3690.03%
180NETFLIX INCNFLX2,298$867,7250.03%
181ZOETIS INCZTS4,979$866,2460.03%
182SELECT SECTOR SPDR TR81369Y8035,265$863,0910.03%
183HEALTHEQUITY INCHQY11,763$859,2870.03%
184AUTODESK INCADSK4,137$855,9870.03%
185GSK PLCGLAXF23,578$854,7030.03%
186KKR & CO INCKKRT13,723$845,3370.03%
187SYSCO CORPSYY12,741$841,5430.03%
188ROPER TECHNOLOGIES INCROP1,726$835,8670.03%
189VANGUARD WORLD FDS92204A7022,009$833,5340.03%
190ALPS ETF TR00162Q36126,000$803,5660.03%
191MORGAN STANLEYMS-PQ9,668$789,5860.03%
192L3HARRIS TECHNOLOGIES INCLHX4,502$783,8880.03%
193ISHARES TR4642888858,916$769,4510.03%
194APTARGROUP INCATR6,143$768,1210.03%
195AZENTA INCAZTA15,187$762,2360.03%
196GILEAD SCIENCES INCGILD10,052$753,2970.03%
197EATON CORP PLCETN3,526$752,0250.03%
198VANGUARD INDEX FDS9229087445,416$747,0290.03%
199VANGUARD INDEX FDS9229086373,783$740,2950.03%
200ALCON AGALC9,602$739,9300.03%
201CHIPOTLE MEXICAN GRILL INCCMG395$723,5730.03%
202PALO ALTO NETWORKS INCPANW3,000$703,3200.03%
203ISHARES TR46428723418,393$698,0140.03%
204PROLOGIS INC.PLDGP6,194$695,0290.03%
205NOVO-NORDISK A SNONOF7,592$690,4160.03%
206MARRIOTT INTL INC NEW5719032023,460$680,0980.03%
207ROCKWELL AUTOMATION INCROK2,360$674,6530.03%
208PAYPAL HLDGS INCPYPL11,496$672,0560.03%
209CINTAS CORPCTAS1,395$671,0090.03%
210SPDR SER TR78464A8709,165$669,2280.03%
211MONDELEZ INTL INC6092071059,616$667,3500.03%
212ISHARES TR46434V80322,056$663,8860.03%
213ISHARES TR4642877216,234$654,0710.03%
214WISDOMTREE TRWT14,100$652,2660.03%
215MODERNA INCMRNA6,303$651,0370.03%
216COLGATE PALMOLIVE COCL9,042$642,9770.03%
217WASTE MGMT INC DEL94106L1094,132$629,8820.02%
218CARMAX INCKMX8,822$623,9800.02%
219DUPONT DE NEMOURS INCDD8,356$623,2740.02%
220SHOPIFY INCSHOP11,415$622,9170.02%
221WOODSIDE ENERGY GROUP LTDWOPEF26,686$621,5170.02%
222NORFOLK SOUTHN CORP6558441083,154$621,1180.02%
223ALIGN TECHNOLOGY INCALGN2,019$616,4410.02%
224ICON PLCICLR2,475$609,4690.02%
225CHUBB LIMITEDCB2,889$601,4320.02%
226BP PLCBPPFF15,360$594,7390.02%
227BOOKING HOLDINGS INCBKNG191$589,0340.02%
228EBAY INC.EBAY13,268$584,9860.02%
229MOODYS CORPMCO1,848$584,2820.02%
230YUM CHINA HLDGS INCYUMC10,402$579,5990.02%
231GENUINE PARTS COGPC3,944$569,4350.02%
232GLOBE LIFE INCGL-PD4,906$533,4300.02%
233AT&T INCT-PC34,951$524,9640.02%
234QUANTA SVCS INC74762E1022,795$522,8610.02%
235REGENERON PHARMACEUTICALSREGN631$519,2880.02%
236CARPENTER TECHNOLOGY CORPCRS7,600$510,7960.02%
237CSX CORPCSX16,572$509,5890.02%
238DISCOVER FINL SVCS2547091085,859$507,5650.02%
239EDWARDS LIFESCIENCES CORPEW7,317$506,9220.02%
240ISHARES TR4642871684,700$505,9080.02%
241INMODE LTDINMD16,585$505,1790.02%
242INTERCONTINENTAL EXCHANGE IN45866F1044,576$503,4520.02%
243HUNT J B TRANS SVCS INC4456581072,649$499,3890.02%
244PROGRESSIVE CORP7433151033,558$495,6300.02%
245FREEPORT-MCMORAN INCFCX13,152$490,4380.02%
246SHELL PLCRYDAF7,542$485,5540.02%
247THE CIGNA GROUP1255231001,640$469,1550.02%
248SCHWAB STRATEGIC TR8085241029,346$465,8980.02%
249PROSHARES TR74348A4675,010$443,6360.02%
250BIOGEN INCBIIB1,723$442,8290.02%
251WALGREENS BOOTS ALLIANCE INC93142710819,620$436,3490.02%
252ALTRIA GROUP INCMO10,339$434,7550.02%
253DARDEN RESTAURANTS INCDRI3,029$433,8130.02%
254ISHARES TR4642885884,785$424,9080.02%
255ALLIANCEBERNSTEIN GLOBAL HIGAWF43,746$424,3360.02%
256ZIMMER BIOMET HOLDINGS INCZBH3,771$423,1820.02%
257MARSH & MCLENNAN COS INC5717481022,218$422,0850.02%
258VANGUARD SCOTTSDALE FDS92206C6645,906$421,9250.02%
259OTIS WORLDWIDE CORPOTIS5,229$419,9410.02%
260RAYMOND JAMES FINL INC7547301094,153$417,0860.02%
261INVESCO EXCH TRADED FD TR IIIVZ10,385$414,1540.02%
262ASML HOLDING N VASMLF702$413,2390.02%
263STATE STR CORPSTT-PG6,146$411,5360.02%
264DOW INCDOW7,860$405,2620.02%
265TARGET CORPTGT3,642$402,6960.02%
266KRONOS BIO INC50107A104308,697$401,3060.02%
267ILLUMINA INCILMN2,904$398,6610.02%
268FIRST TR EXCHANGE-TRADED FD33733E3022,470$394,2370.02%
269OCCIDENTAL PETE CORP6745991055,893$382,3380.01%
270AMERICAN INTL GROUP INC0268747846,169$373,8410.01%
271TRANE TECHNOLOGIES PLCTT1,826$370,5140.01%
272ISHARES TR464287523765$362,3420.01%
273NOVOCURE LTDNVCR22,302$360,1770.01%
274ALBEMARLE CORPALB-PA2,098$356,7440.01%
275VANGUARD BD INDEX FDS9219378355,010$349,5980.01%
276BLACKSTONE MTG TR INCBX16,000$348,0000.01%
277FLEXSHARES TRFLEX2,114$344,3380.01%
278ENPHASE ENERGY INCENPH2,858$343,3890.01%
279WILLIAMS SONOMA INCWSM2,183$339,2380.01%
280WEYERHAEUSER CO MTN BEWY11,034$338,3020.01%
281ISHARES GOLD TRIAU9,517$333,0000.01%
282SELECT SECTOR SPDR TR81369Y3084,792$329,7380.01%
283MEDTRONIC PLCMDT4,170$326,7610.01%
284PIONEER NAT RES CO7237871071,403$322,0590.01%
285GE HEALTHCARE TECHNOLOGIES IGEHC4,708$320,3320.01%
286ISHARES TR46435G3265,494$320,1900.01%
287LEMAITRE VASCULAR INCLMAT5,832$317,7270.01%
288GALLAGHER ARTHUR J & CO3635761091,390$316,8230.01%
289IRON MTN INC DEL46284V1015,301$315,1440.01%
290ONEOK INC NEWOKE4,961$314,6760.01%
291TRANSDIGM GROUP INCTDG368$310,2720.01%
292ELEVANCE HEALTH INCELV701$305,2290.01%
293ADVANCED MICRO DEVICES INCAMD2,960$304,3470.01%
294SERVICENOW INCNOW541$302,3970.01%
295PHILIP MORRIS INTL INC7181721093,222$298,2930.01%
296SNAP ON INCSNA1,166$297,4000.01%
297CHENIERE ENERGY INCLNG1,780$295,4090.01%
298INVESCO EXCH TRADED FD TR IIIVZ4,994$293,5970.01%
299BROOKFIELD ASSET MANAGMT LTD1130041058,769$292,3580.01%
300APTIV PLCAPTV2,950$290,8410.01%
301WISDOMTREE TRWT4,710$289,6180.01%
302KEURIG DR PEPPER INCKDP9,146$288,7390.01%
303US BANCORP DELUSB-PS8,591$284,0180.01%
304BROOKFIELD INFRAST PARTNERSG162521019,600$282,2400.01%
305METLIFE INCMET-PF4,394$276,4260.01%
306SEAGATE TECHNOLOGY HLDNGS PLSE4,186$276,0670.01%
307PPG INDS INC6935061072,124$275,6950.01%
308CF INDS HLDGS INC1252691003,180$272,6530.01%
309GOLDMAN SACHS ETF TRNVGLF3,200$269,5360.01%
310HUDBAY MINERALS INCHBM55,000$267,8500.01%
311VULCAN MATLS CO9291601091,325$267,6770.01%
312INTUITIVE SURGICAL INCISRG888$259,5540.01%
313VERISK ANALYTICS INCVRSK1,084$256,0840.01%
314KLA CORPKLAC551$252,7220.01%
315EDISON INTL2810201073,973$251,4510.01%
316ASTRAZENECA PLCAZN3,691$249,9550.01%
317PHILLIPS 66PSX2,052$246,5480.01%
318ISHARES TR46434VAX89,686$245,6370.01%
319DORCHESTER MINERALS LPDMLP8,418$244,5430.01%
320PULTE GROUP INC7458671013,294$243,9210.01%
321VANGUARD WORLD FDS92204A108897$241,6250.01%
322HALEON PLCHLNCF28,825$240,1120.01%
323PAR TECHNOLOGY CORPPAR6,200$238,9480.01%
324AON PLCAON731$237,0050.01%
325MARTIN MARIETTA MATLS INC573284106574$235,6160.01%
326HERSHEY COHSY1,173$234,6940.01%
327SPDR INDEX SHS FDS78470E1066,514$231,0690.01%
328LABORATORY CORP AMER HLDGS50540R4091,148$230,8050.01%
329ISHARES TR4642886877,654$230,7680.01%
330WEC ENERGY GROUP INCWEC2,864$230,6950.01%
331DEVON ENERGY CORP NEW25179M1034,817$229,7710.01%
332DIAGEO PLCDGEAF1,533$228,6930.01%
333JOHNSON CTLS INTL PLCG515021054,281$227,7920.01%
334MICROCHIP TECHNOLOGY INC.MCHPP2,916$227,5940.01%
335NUTRIEN LTDNTR3,674$226,9060.01%
336REPUBLIC SVCS INC7607591001,579$225,0230.01%
337KIMBERLY-CLARK CORPKMB1,828$220,9140.01%
338AKAMAI TECHNOLOGIES INCAKAM2,066$220,1120.01%
339CORNING INCGLW7,212$219,7500.01%
340SANOFISNYNF4,096$219,7090.01%
341NUVEEN QUALITY MUNCP INCOMENU20,900$211,9260.01%
342VISTRA CORPVST6,374$211,4890.01%
343BOSTON SCIENTIFIC CORPBSX3,953$208,7180.01%
344CLOROX CO DELCLX1,559$204,3230.01%
345GLOBAL X FDS37954Y8717,526$203,5030.01%
346VALERO ENERGY CORPVLO1,434$203,2120.01%
347DWS MUN INCOME TR23336810926,200$201,7400.01%
348T-MOBILE US INCTMUSZ1,440$201,6720.01%
349MSCI INCMSCI392$201,1270.01%
350AIRBNB INCABNB1,463$200,7380.01%
351AUTOZONE INCAZO79$200,6590.01%
352V F CORPVFC11,248$198,7520.01%
353NUVEEN CA QUALTY MUN INCOMENU20,500$197,8250.01%
354ISHARES TR464287507792$197,4850.01%
355ISHARES TR4642871761,880$194,9940.01%
356J P MORGAN EXCHANGE TRADED F46641Q3323,575$191,4770.01%
357SPDR SER TR78464A7631,585$182,2910.01%
358SPDR SER TR78464A7553,436$180,3900.01%
359NUVEEN AMT FREE QLTY MUN INCNU18,366$177,7830.01%
360EMPIRE ST RLTY OP L P29210220921,473$171,7840.01%
361KENNEDY-WILSON HOLDINGS INCKW11,125$163,9830.01%
362VIATRIS INCVTRS16,231$160,0380.01%
363LENNAR CORPLEN-B1,394$156,4490.01%
364INVESCO ADVANTAGE MUN INCOMEIVZ19,814$146,8220.01%
365J P MORGAN EXCHANGE TRADED F46641Q2252,506$145,7240.01%
366ISHARES TR4642887601,330$140,9400.01%
367AMCOR PLCAMCCF14,672$134,3960.01%
368ISHARES TR46429B5983,000$132,6600.01%
369VANGUARD WORLD FDS92204A8761,033$131,7490.01%
370ISHARES TR4642874571,448$117,2450.00%
371SELECT SECTOR SPDR TR81369Y5061,237$111,8120.00%
372ISHARES TR46434V464735$110,4320.00%
373ISHARES TR4642882571,195$110,3820.00%
374INVESCO EXCHANGE TRADED FD TIVZ1,921$102,1590.00%
375MITSUBISHI UFJ FINL GROUP IN60682210411,935$101,3280.00%
376VANGUARD SCOTTSDALE FDS92206C7061,690$96,5830.00%
377KALVISTA PHARMACEUTICALS INCKALV10,000$96,3000.00%
378INVESCO EXCH TRADED FD TR IIIVZ2,625$88,6730.00%
379ASPEN AEROGELS INCASPN10,000$86,0000.00%
380ISHARES TR464287705830$83,7720.00%
381VANGUARD INDEX FDS922908538415$80,8300.00%
382VANGUARD INDEX FDS9229085531,050$79,4430.00%
383ISHARES TR464287556606$74,1080.00%
384BANCO SANTANDER S.A.BCDRF19,354$72,7710.00%
385FLEXSHARES TRFLEX1,275$71,1200.00%
386INVESCO EXCH TRADED FD TR IIIVZ1,465$68,1520.00%
387SPDR SER TR78468R622745$67,3480.00%
388ISHARES TR464287473641$66,8820.00%
389SELECT SECTOR SPDR TR81369Y6051,975$65,5110.00%
390ISHARES TR464287481692$63,2140.00%
391ISHARES TR4642888101,290$62,5650.00%
392SCHWAB STRATEGIC TR8085248051,790$60,7880.00%
393ISHARES TR464287242589$60,0900.00%
394VIRTUS TOTAL RETURN FD INC92835W10712,329$59,1790.00%
395INVESCO EXCH TRADED FD TR IIIVZ2,225$58,0660.00%
396LIFETIME BRANDS INCLCUT10,000$56,3000.00%
397SPDR SER TR78464A631486$54,4810.00%
398MIZUHO FINANCIAL GROUP INCMZHOF15,852$54,3720.00%
399INVESCO EXCH TRADED FD TR IIIVZ1,350$52,9070.00%
400ISHARES TR464287325625$51,5130.00%
401ISHARES TR464287697670$49,2990.00%
402ISHARES TR464287879548$48,8930.00%
403ISHARES TR464287564928$46,5480.00%
404LLOYDS BANKING GROUP PLCLLOBF21,228$45,2160.00%
405LENNAR CORPLEN-B428$43,7540.00%
406GLOBAL X FDS37954Y855784$43,2530.00%
407ISHARES TR464288372857$37,1000.00%
408ISHARES TR464288513500$36,8600.00%
409SCHWAB STRATEGIC TR808524201692$35,0150.00%
410EMPIRE ST RLTY OP L P2921021004,301$34,4080.00%
411VANGUARD BD INDEX FDS921937827455$34,2020.00%
412ISHARES TR464287101151$30,2970.00%
413SCHWAB STRATEGIC TR808524771489$27,3690.00%
414ISHARES TR464288273428$24,1690.00%
415SPDR INDEX SHS FDS78470E205820$23,7740.00%
416VANGUARD INTL EQUITY INDEX F922042775350$18,1550.00%
417SCHWAB STRATEGIC TR808524722435$17,9660.00%
418ALIGOS THERAPEUTICS INCALGS24,000$17,9280.00%
419ISHARES INC46434G764352$17,5400.00%
420ISHARES INC46434G848434$17,2560.00%
421ISHARES INC46434G863550$16,6540.00%
422VANGUARD SCOTTSDALE FDS92206C847292$16,2090.00%
423J P MORGAN EXCHANGE TRADED F46641Q654296$14,9330.00%
424SPDR SER TR78468R630319$12,5660.00%
425INVESCO EXCHANGE TRADED FD TIVZ360$12,2260.00%
426FLEXSHARES TRFLEX250$12,1080.00%
427SELECT SECTOR SPDR TR81369Y886200$11,7860.00%
428SPDR SER TR78464A789240$10,2100.00%
429FIRST TR EXCHANGE-TRADED FD33733E500150$6,3950.00%
430ISHARES TR46428743244$3,9020.00%
431OCCIDENTAL PETE CORP67459916240$1,7240.00%