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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

SHEETS SMITH WEALTH MANAGEMENT

Quarter ended Q3 2024 · Filed November 1, 2024 · Accession 0001398344-24-019807

Total Value
$817.6M
Positions
374
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (374)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836359,270$31.3M3.83%
2ISHARES TR46428720053,995$31.1M3.81%
3COCA COLA COKO330,526$23.8M2.91%
4SCHWAB STRATEGIC TR808524201269,266$18.3M2.23%
5ALPHABET INCGOOG107,282$17.9M2.19%
6AMAZON COM INCAMZN94,938$17.7M2.16%
7VISA INCV56,571$15.6M1.90%
8COPART INCCPRT280,535$14.7M1.80%
9TRACTOR SUPPLY COTSCO49,830$14.5M1.77%
10ISHARES TR464288158127,855$13.6M1.66%
11APPLE INCAAPL53,274$12.4M1.52%
12INVESCO QQQ TRIVZ24,478$11.9M1.46%
13ECOLAB INCECL46,364$11.8M1.45%
14IQVIA HLDGS INCIQV48,995$11.6M1.42%
15ELI LILLY & COLLY13,065$11.6M1.42%
16PUBLIC STORAGE OPER COPSA-PS28,418$10.3M1.26%
17NVIDIA CORPORATIONNVDA84,080$10.2M1.25%
18INTUITINTU15,972$9.9M1.21%
19PEPSICO INCPEP57,070$9.7M1.19%
20TJX COS INC NEW87254010980,910$9.5M1.16%
21SCHWAB STRATEGIC TR808524797111,061$9.4M1.15%
22EXXON MOBIL CORPXOM78,770$9.2M1.13%
23SPDR SER TR78464A854133,006$9.0M1.10%
24SCHWAB STRATEGIC TR808524102131,335$8.7M1.07%
25MICROSOFT CORPMSFT19,737$8.5M1.04%
26SPDR SER TR78464A375249,085$8.4M1.03%
27ULTA BEAUTY INCULTA20,045$7.8M0.95%
28GOLDMAN SACHS ETF TRNVGLF70,185$7.0M0.86%
29NIKE INCNKE77,926$6.9M0.84%
30ENTERPRISE PRODS PARTNERS L293792107232,090$6.8M0.83%
31INVESCO EXCHANGE TRADED FD TIVZ37,642$6.7M0.82%
32ACCENTURE PLC IRELANDACN18,967$6.7M0.82%
33ISHARES TR464287507107,255$6.7M0.82%
34AMGEN INCAMGN20,692$6.7M0.82%
35MICROCHIP TECHNOLOGY INC.MCHPP82,742$6.6M0.81%
36DBX ETF TR233051143115,748$6.1M0.74%
37GRAINGER W W INC3848021045,698$5.9M0.72%
38OTIS WORLDWIDE CORPOTIS56,362$5.9M0.72%
39SIMON PPTY GROUP INC NEW82880610932,338$5.5M0.67%
40ISHARES TR46428715043,437$5.5M0.67%
41HOME DEPOT INCHD12,700$5.1M0.63%
42SPDR INDEX SHS FDS78463X889132,018$5.0M0.61%
43WP CAREY INC92936U10978,201$4.9M0.60%
44ISHARES TR46428780441,319$4.8M0.59%
45JPMORGAN CHASE & CO.VYLD22,851$4.8M0.59%
46VANGUARD SPECIALIZED FUNDS92190884424,263$4.8M0.59%
47CANADIAN NATL RY CO13637510239,025$4.6M0.56%
48SERVICENOW INCNOW4,927$4.4M0.54%
49VANGUARD SCOTTSDALE FDS92206C87051,333$4.3M0.53%
50COSTCO WHSL CORP NEW22160K1054,698$4.2M0.51%
51VANGUARD SCOTTSDALE FDS92206C40951,918$4.1M0.50%
52T-MOBILE US INCTMUSZ19,116$3.9M0.48%
53ALPS ETF TR00162Q39585,838$3.9M0.47%
54SCHWAB STRATEGIC TR80852486278,640$3.9M0.47%
55PGIM ETF TR69344A10777,218$3.8M0.47%
56CENCORA INCCOR16,473$3.7M0.45%
57ISHARES TR46428773936,000$3.7M0.45%
58ISHARES TR46428746541,200$3.4M0.42%
59ISHARES TR46434V62153,758$3.4M0.41%
60PAYCHEX INCPAYX24,635$3.3M0.40%
61ISHARES TR46428754934,370$3.3M0.40%
62VANGUARD INDEX FDS92290874418,698$3.3M0.40%
63DUKE ENERGY CORP NEWDUKB27,485$3.2M0.39%
64UNITEDHEALTH GROUP INCUNH5,394$3.2M0.39%
65VANGUARD INDEX FDS92290863711,583$3.0M0.37%
66ISHARES TR46428858831,368$3.0M0.37%
67ABBVIE INCABBV15,163$3.0M0.37%
68VANGUARD INDEX FDS92290862911,282$3.0M0.36%
69WISDOMTREE TRWT63,926$2.9M0.36%
70GENERAL MLS INC37033410439,552$2.9M0.36%
71F N B CORP302520101191,163$2.7M0.33%
72FIRST CTZNS BANCSHARES INC N31946M1031,447$2.7M0.33%
73SCHWAB STRATEGIC TR80852480563,066$2.6M0.32%
74CARMAX INCKMX33,200$2.6M0.31%
75INVESCO EXCHANGE TRADED FD TIVZ63,180$2.6M0.31%
76SPDR GOLD TRGLD10,516$2.6M0.31%
77VANGUARD WORLD FD92204A6039,823$2.6M0.31%
78ISHARES TR46436E50249,414$2.5M0.31%
79IMMUNITYBIO INCIBRX665,995$2.5M0.30%
80MERCK & CO INCMRK21,805$2.5M0.30%
81WILLIAMS SONOMA INCWSM15,800$2.4M0.30%
82MASTEC INCMTZ19,718$2.4M0.30%
83LOWES COS INC5486611078,785$2.4M0.29%
84ALPHABET INCGOOG14,313$2.4M0.29%
85ISHARES TR46428722623,274$2.4M0.29%
86INVESCO EXCH TRADED FD TR IIIVZ32,586$2.3M0.29%
87SPDR SER TR78468R53141,891$2.3M0.29%
88PACER FDS TR69374H85749,819$2.3M0.28%
89CAMBRIA ETF TR13206120131,940$2.3M0.28%
90COHERENT CORPCOHR24,815$2.2M0.27%
91JOHNSON & JOHNSONJNJ13,510$2.2M0.27%
92SPDR S&P 500 ETF TRSPY3,757$2.2M0.26%
93ISHARES TR46434V87841,730$2.1M0.26%
94J P MORGAN EXCHANGE TRADED F46641Q83741,167$2.1M0.26%
95HONEYWELL INTL INC4385161069,972$2.1M0.25%
96VANGUARD BD INDEX FDS92193781926,044$2.0M0.25%
97ETFIS SER TR I26923G82288,484$2.0M0.25%
98SPDR SER TR78464A80528,753$2.0M0.25%
99ONEOK INC NEWOKE22,104$2.0M0.25%
100CVS HEALTH CORPCVS31,229$2.0M0.24%
101WISDOMTREE TRWT22,792$1.9M0.23%
102SCHWAB STRATEGIC TR80852450822,778$1.9M0.23%
103SPDR SER TR78468R52318,789$1.9M0.23%
104FIRST CMNTY BANKSHARES INC V31983A10343,165$1.9M0.23%
105ISHARES TR46428724216,104$1.8M0.22%
106J P MORGAN EXCHANGE TRADED F46641Q33230,164$1.8M0.22%
107INDEPENDENCE RLTY TR INC45378A10686,990$1.8M0.22%
108SPDR SER TR78468R60673,426$1.8M0.22%
109VANGUARD INDEX FDS9229087696,159$1.7M0.21%
110STRYKER CORPORATIONSYK4,770$1.7M0.21%
111ODDITY TECH LTDODD42,189$1.7M0.21%
112WALMART INCWMT20,984$1.7M0.21%
113ETFS GOLD TR00326A10465,342$1.6M0.20%
114ISHARES TR46428729119,793$1.6M0.20%
115RBC BEARINGS INCRBC5,371$1.6M0.20%
116VANGUARD INTL EQUITY INDEX F92204277525,319$1.6M0.20%
117THERMO FISHER SCIENTIFIC INCTMO2,549$1.6M0.19%
118PFIZER INCPFE53,937$1.6M0.19%
119ISHARES TR46428864629,564$1.6M0.19%
120VANECK ETF TRUST92189F42982,521$1.5M0.18%
121ISHARES TR4642876143,967$1.5M0.18%
122VANGUARD WORLD FD92204A5045,252$1.5M0.18%
123ISHARES TR4642887609,687$1.4M0.18%
124VIRTUS ETF TR II92790A40558,519$1.4M0.17%
125BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.17%
126VANECK ETF TRUST92189F43745,735$1.3M0.16%
127DORMAN PRODS INC25827810011,803$1.3M0.16%
128AMERICAN CENTY ETF TR02507287713,904$1.3M0.16%
129OMEGA HEALTHCARE INVS INC68193610032,423$1.3M0.16%
130ANALOG DEVICES INCADI5,540$1.3M0.16%
131SPDR SER TR78468R8128,039$1.3M0.15%
132META PLATFORMS INCMETA2,197$1.3M0.15%
133MASTERCARD INCORPORATEDMA2,503$1.2M0.15%
134SPDR SER TR78468R8047,292$1.2M0.15%
135SOUTHERN COSOMN13,672$1.2M0.15%
136GRACO INCGGG13,574$1.2M0.15%
137ISHARES TR46434V40727,349$1.2M0.15%
138REGENERON PHARMACEUTICALSREGN1,115$1.2M0.14%
139INVESCO EXCHANGE TRADED FD TIVZ11,299$1.2M0.14%
140CSX CORPCSX33,563$1.2M0.14%
141DBX ETF TR23305120027,516$1.2M0.14%
142SCHWAB STRATEGIC TR80852460722,439$1.2M0.14%
143DISNEY WALT CO25468710611,789$1.1M0.14%
144APPLIED INDL TECHNOLOGIES IN03820C1054,912$1.1M0.13%
145GILEAD SCIENCES INCGILD13,064$1.1M0.13%
146COLGATE PALMOLIVE COCL10,536$1.1M0.13%
147ISHARES TR46428841410,037$1.1M0.13%
148MCDONALDS CORPMCD3,579$1.1M0.13%
149BLACKSTONE INCBX7,114$1.1M0.13%
150FIDELITY COVINGTON TRUST31609240244,754$1.1M0.13%
151UNION PAC CORPUNP4,325$1.1M0.13%
152BERKSHIRE HATHAWAY INC DELBRK-A2,277$1.0M0.13%
153SAIA INCSAIA2,389$1.0M0.13%
154CHART INDS INC16115Q3088,389$1.0M0.13%
155ISHARES TR46432F85921,130$1.0M0.13%
156PALO ALTO NETWORKS INCPANW2,998$1.0M0.13%
157MEDPACE HLDGS INCMEDP3,044$1.0M0.12%
158ISHARES TR4642871687,334$990,5380.12%
159ISHARES TR46434V86019,455$984,4230.12%
160EXLSERVICE HOLDINGS INCEXLS24,872$948,8670.12%
161SCHWAB STRATEGIC TR80852477113,214$948,2360.12%
162ISHARES TR4642871013,397$940,0330.11%
163SSGA ACTIVE TR78470P84632,574$935,0370.11%
164VANECK MERK GOLD ETFOUNZ36,116$916,9850.11%
165ISHARES GOLD TRIAU18,211$905,0870.11%
166ADDUS HOMECARE CORPADUS6,787$902,8750.11%
167ISHARES TR46428868727,154$902,3350.11%
168EURONET WORLDWIDE INCEEFT9,072$900,2150.11%
169J P MORGAN EXCHANGE TRADED F46654Q20316,267$893,5460.11%
170SELECT SECTOR SPDR TR81369Y86019,802$884,5550.11%
171MYR GROUP INC DELMYRG8,499$868,8530.11%
172CAVCO INDS INC DEL1495681072,015$862,9040.11%
173ISHARES TR4642882577,101$848,9660.10%
174CYBERARK SOFTWARE LTDM2682V1082,877$838,9620.10%
175VANGUARD WORLD FD92204A3066,795$832,1610.10%
176KEYSIGHT TECHNOLOGIES INCKEYS5,050$802,5970.10%
177WATERS CORP9418481032,228$801,8350.10%
178VANECK ETF TRUST92189F10620,088$799,9020.10%
179TAPESTRY INCTPR16,936$795,6530.10%
180CISCO SYS INCCSCO14,882$792,0170.10%
181FISERV INCFISV4,401$790,6400.10%
182TRUIST FINL CORP89832Q10918,055$772,2100.09%
183ENSIGN GROUP INCENSG5,346$768,8710.09%
184INVESCO EXCH TRADED FD TR IIIVZ12,521$764,2820.09%
185IDEX CORP45167R1043,552$761,9040.09%
186IRON MTN INC DEL46284V1016,410$761,7000.09%
187BIOVENTUS INCBVS62,536$747,3050.09%
188MAYVILLE ENGR CO INC57860510735,395$746,1270.09%
189CROWN CASTLE INCCCI6,250$741,4380.09%
190KADANT INCKAI2,170$733,4600.09%
191OPTION CARE HEALTH INCOPCH23,306$729,4780.09%
192ADVANCED ENERGY INDS0079731006,897$725,8850.09%
193ATLANTA BRAVES HLDGS INCBATRB18,236$725,7930.09%
194VANGUARD MUN BD FDS92290774614,189$725,3430.09%
195ALLSTATE CORPALL-PJ3,817$723,9590.09%
196CARPENTER TECHNOLOGY CORPCRS4,524$721,9400.09%
197SPDR INDEX SHS FDS78463X50917,420$719,0890.09%
198EAGLE MATLS INC26969P1082,491$716,5490.09%
199RTX CORPORATIONRTX5,742$695,7250.09%
200SPDR DOW JONES INDL AVERAGE78467X1091,638$693,0710.08%
201DYCOM INDS INC2674751013,514$692,6090.08%
202PROCTER AND GAMBLE CO7427181093,969$687,4800.08%
203CHEVRON CORP NEWCVX4,641$683,4200.08%
204VANGUARD WORLD FD9219108733,300$681,9120.08%
205STARBUCKS CORPSBUX6,989$681,3370.08%
206DARDEN RESTAURANTS INCDRI4,145$680,3190.08%
207FORTINET INCFTNT8,700$674,6850.08%
208ALPS ETF TR00162Q38712,362$667,5480.08%
209ENCORE CAP GROUP INCECR13,862$655,2570.08%
210OLLIES BARGAIN OUTLET HLDGS6811161096,719$653,0870.08%
211HOWMET AEROSPACE INCHWM6,445$646,1110.08%
212VANECK ETF TRUST92189H20113,600$638,5200.08%
213APPLOVIN CORPAPP4,861$634,6040.08%
214HEALTHEQUITY INCHQY7,692$629,5900.08%
215VANECK ETF TRUST92189H77113,089$628,3050.08%
216PALOMAR HLDGS INCPLMR6,579$622,8340.08%
217VANGUARD SCOTTSDALE FDS92206C8137,639$620,5160.08%
218LABCORP HOLDINGS INCLH2,776$620,2710.08%
219ISHARES TR46435U71313,105$615,5420.08%
220VERIZON COMMUNICATIONS INCVZ13,680$614,3840.08%
221NEXTERA ENERGY INCNEE-PW7,245$612,4590.07%
222NUVEEN MUN VALUE FD INCNU67,742$611,0350.07%
223SPDR SER TR78468R86131,485$596,6410.07%
224SPDR INDEX SHS FDS78463X3014,810$592,2070.07%
225ISHARES TR46435U47312,490$591,4020.07%
226SPDR SER TR78464A65622,466$590,4060.07%
227AUTOZONE INCAZO187$589,0570.07%
228ISHARES TR4642888855,423$583,8020.07%
229WELLS FARGO CO NEW94974610110,255$579,3080.07%
230ELDORADO GOLD CORP NEW28490250932,837$570,3790.07%
231VERTEX INCVERX14,775$568,9850.07%
232MONDAY COM LTDMNDY2,045$568,0400.07%
233BROADCOM INCAVGO3,272$564,4880.07%
234WISDOMTREE TRWT11,155$560,2110.07%
235VANGUARD WORLD FD92204A702952$558,4420.07%
236SOUTHSTATE CORPORATIONSSB5,697$553,6750.07%
237BANK AMERICA CORP06050510413,943$553,2470.07%
238NORTHERN TECHNOLOGIES INTL CNTRSO44,887$551,6580.07%
239NORFOLK SOUTHN CORP6558441082,201$546,9490.07%
240OREILLY AUTOMOTIVE INC67103H107471$542,4040.07%
241PINNACLE FINL PARTNERS INC72346Q1045,498$538,6470.07%
242BRINKS COBCO4,636$536,1070.07%
243AUTOMATIC DATA PROCESSING INADP1,931$534,3660.07%
244ONESPAWORLD HOLDINGS LIMITEDOSW31,902$526,7020.06%
245CLEARWATER ANALYTICS HLDGS ICWAN20,857$526,6390.06%
246NETFLIX INCNFLX741$525,5690.06%
247NEOGEN CORPNEOG30,795$517,6640.06%
248ERO COPPER CORPERO22,923$510,4950.06%
249CADENCE BANK12740C10315,975$508,8000.06%
250SELECT SECTOR SPDR TR81369Y2093,293$507,2070.06%
251ABRDN ETFS00326120315,425$504,0890.06%
252SPDR SER TR78464A47416,568$501,6640.06%
253HERSHEY COHSY2,614$501,3830.06%
254SOUTHERN FIRST BANCSHARESSFST14,701$501,0100.06%
255SPROTT PHYSICAL GOLD & SILVESII20,342$498,1760.06%
256SCHWAB CHARLES CORPSCHW-PJ7,686$498,1320.06%
257NU HLDGS LTDNU35,853$489,3930.06%
258LOCKHEED MARTIN CORPLMT833$486,9540.06%
259ALLISON TRANSMISSION HLDGS IALSN4,985$478,9090.06%
260FIRST TR EXCHANGE-TRADED FD33738D10114,216$477,6430.06%
261TIMKEN COTKR5,666$477,5820.06%
262BIO-TECHNE CORPTECH5,780$461,9950.06%
263ADVANSIX INCASIX15,203$461,8530.06%
264CARDINAL HEALTH INCCAH4,145$458,1050.06%
265EXCHANGE TRADED CONCEPTS TRU30150555827,759$455,2480.06%
266WISDOMTREE TRWT13,237$449,2720.05%
267ROYAL BK CDA7800871023,591$447,9050.05%
268AAR CORPAIR6,795$444,1210.05%
269AVEPOINT INCAVPT37,152$437,2790.05%
270ENBRIDGE INCENNPF10,757$436,8420.05%
271XCEL ENERGY INCXELLL6,666$435,2900.05%
272BLACKROCK ETF TRUSTBLK14,253$432,8830.05%
273STONEX GROUP INCSNEX5,268$431,3440.05%
274SCHWAB STRATEGIC TR8085248708,026$430,4340.05%
275INVESCO EXCHANGE TRADED FD TIVZ10,333$429,3250.05%
276SPDR SER TR78468R6488,596$424,0570.05%
277SCHWAB STRATEGIC TR80852470614,501$423,1530.05%
278TESLA INCTSLA1,555$406,8350.05%
279ABRDN SILVER ETF TRUSTSIVR13,616$405,0760.05%
280VANGUARD BD INDEX FDS9219378355,385$404,4740.05%
281PAYPAL HLDGS INCPYPL5,140$401,0740.05%
282HALOZYME THERAPEUTICS INCHALO6,840$391,5220.05%
283RENASANT CORPRNST12,033$391,0840.05%
284SKYWORKS SOLUTIONS INCSWKS3,945$389,6480.05%
285LAUDER ESTEE COS INC5184391043,817$380,5170.05%
286ISHARES TR4642876633,956$377,7150.05%
287US FOODS HLDG CORPUSFD6,134$377,2410.05%
288BANCORP INC DELTBBK7,031$376,1590.05%
289CONOCOPHILLIPSCOP3,571$375,9800.05%
290STELLAR BANCORP INCSTEL14,321$370,7600.05%
291MONOLITHIC PWR SYS INC609839105400$369,8000.05%
292WILLIS TOWERS WATSON PLC LTDWTW1,255$369,6350.05%
293BLACKROCK ETF TRUST IIBLK6,835$365,8940.04%
294ISHARES TR4642886386,800$365,2960.04%
295MERCURY GENL CORP NEW5894001005,718$360,1200.04%
296DOMINION ENERGY INCD6,214$359,1080.04%
297AMERICAN TOWER CORP NEW03027X1001,544$359,0730.04%
298APPLIED MATLS INC0382221051,767$357,1110.04%
299SALESFORCE INCCRM1,284$351,4440.04%
300CARRIER GLOBAL CORPORATIONCARR4,343$349,5320.04%
301KINDER MORGAN INC DELEP-PC15,682$346,4080.04%
302EATON CORP PLCETN1,039$344,3660.04%
303ABBOTT LABSABLZF2,991$340,9730.04%
304SPDR SER TR78464A1021,722$340,0500.04%
305VANGUARD INDEX FDS9229085533,476$338,6030.04%
306KIRBY CORPKEX2,720$333,0100.04%
307PALANTIR TECHNOLOGIES INCPLTR8,922$331,8980.04%
308ADVANCED MICRO DEVICES INCAMD2,019$331,2780.04%
309DESCARTES SYS GROUP INC2499061083,181$327,5160.04%
310DBX ETF TR2330515074,576$326,7720.04%
311VANGUARD INDEX FDS9229087511,355$321,4200.04%
312ISHARES TR4642876551,441$318,3040.04%
313CALAMOS CONV & HIGH INCOME F12811P10826,597$317,3030.04%
314ZOETIS INCZTS1,608$314,0780.04%
315OLD REP INTL CORP6802231048,800$311,6960.04%
316BITWISE BITCOIN ETF TRBITB8,801$304,4270.04%
317NEOS ETF TRUST78433H3035,875$300,9760.04%
318US BANCORP DELUSB-PS6,549$299,4680.04%
319NEW JERSEY RES CORPNJR6,300$297,3600.04%
320SKYWARD SPECIALTY INS GROUP8309401026,924$282,0150.03%
321NOVARTIS AGNVSEF2,450$281,7990.03%
322WISDOMTREE TRWT3,560$279,6990.03%
323EXTRA SPACE STORAGE INCEXR1,541$277,6730.03%
324ISHARES INC46434G7644,496$274,7670.03%
325SPDR SER TR78464A3003,154$273,8460.03%
326BRISTOL-MYERS SQUIBB COCELG-RI5,188$268,4120.03%
327SS&C TECHNOLOGIES HLDGS INCSSNC3,600$267,1560.03%
328PRICE T ROWE GROUP INCTROW2,449$266,7410.03%
329NUVEEN FLOATING RATE INCOME67072T10830,007$264,6620.03%
330DIMENSIONAL ETF TRUST25434V8809,717$262,4560.03%
331VANGUARD WORLD FD92204A2071,200$262,1760.03%
332TEXAS INSTRS INC8825081041,265$261,3110.03%
333KOSMOS ENERGY LTDKOS64,735$260,8820.03%
334BURLINGTON STORES INCBURL989$260,5820.03%
335DBX ETF TR2330511278,376$258,5680.03%
336FLEXSHARES TRFLEX3,600$258,1560.03%
337DEERE & CODE617$257,5070.03%
338CASELLA WASTE SYS INCCWST2,580$256,6840.03%
339UNITED PARCEL SERVICE INCUPS1,828$249,2300.03%
340TARGET CORPTGT1,588$247,5060.03%
341FIRST TR EXCHANGE-TRADED FD33739Q4084,024$240,9000.03%
342ILLINOIS TOOL WKS INC452308109908$237,8410.03%
343WESCO INTL INC95082P1051,387$232,9880.03%
344INSULET CORPPODD999$232,5170.03%
345PHILIP MORRIS INTL INC7181721091,909$231,7560.03%
346SPDR S&P MIDCAP 400 ETF TRMDY405$230,9260.03%
347SPDR SER TR78468R7394,783$230,2660.03%
348AMERICAN EXPRESS COAXP846$229,5210.03%
349IDEXX LABS INC45168D104450$227,3490.03%
350MEDTRONIC PLCMDT2,496$224,7150.03%
351VANGUARD TAX-MANAGED FDS9219438584,173$220,3570.03%
352AFFILIATED MANAGERS GROUP INMGRE1,227$218,1610.03%
353SPDR SER TR78468R4816,868$217,3040.03%
354VANECK ETF TRUST92189H7484,000$212,1600.03%
355VANGUARD STAR FDS9219097683,260$211,0520.03%
356SPDR SER TR78464A2847,952$208,8980.03%
357GOLDMAN SACHS GROUP INCGSCE421$208,4410.03%
358MARRIOTT INTL INC NEW571903202833$207,1180.03%
359INVESCO EXCHANGE TRADED FD TIVZ3,740$205,6630.03%
360SPDR SER TR78464A1446,800$204,2040.02%
361BRANDYWINE RLTY TR10536820332,670$177,7230.02%
362PIMCO CORPORATE & INCM STRG72200U10011,950$169,5710.02%
363INVESCO EXCH TRADED FD TR IIIVZ13,650$168,5780.02%
364HERTZ GLOBAL HLDGS INCHTZWW26,300$86,7900.01%
365NANO DIMENSION LTDNNDM35,000$85,7500.01%
366ALLIANCE ENTERTAINMENT HOLDIAENTW25,000$68,0000.01%
367BEAMR IMAGING LTDBMR17,500$67,7250.01%
368RED CAT HLDGS INCRCAT20,000$50,8000.01%
369CEL-SCI CORPCVM45,000$47,7000.01%
370ARCADIUM LITHIUM PLCG0508H11011,712$33,3790.00%
371TRANSCODE THERAPEUTICS INCRNAZ50,138$28,6290.00%
372FUELCELL ENERGY INCFCELB24,837$9,4380.00%
373KWESST MICRO SYSTEMS INC50150660435,000$5,3900.00%
374KWESST MICRO SYSTEMS INC50150613335,000$4690.00%