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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

OLIVER LAGORE VANVALIN INVESTMENT GROUP

Quarter ended Q1 2025 · Filed April 1, 2025 · Accession 0001398344-25-006386

Total Value
$390.6M
Positions
686
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY184,927$108.4M27.78%
2ISHARES TR 7-10 YR TRSY BD464287440166,114$15.4M3.94%
3SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663165,187$15.1M3.87%
4ISHARES BITCOIN TRUST ETFIBIT213,046$11.3M2.90%
5SPDR PORTFOLIO S&P 500 ETF78464A854148,098$10.2M2.62%
6SPDR DOW JONES INDL AVERAGE ET UT SER 178467X10923,354$9.9M2.55%
7INVESCO EXCH TRADED FD TR II NASDAQ 100 ETFIVZ45,979$9.7M2.48%
8VANGUARD EXTENDED DURATION TREASURY INDEX FD921910709109,813$7.4M1.91%
9GOLDMAN SACHS PHYSICAL GOLD UNIT38150K103250,338$6.5M1.66%
10SELECT SECTOR SPDR TR ENERGY81369Y50674,749$6.4M1.64%
11GOLDMAN SACHS ETF TR ACES ULTRA SHRNVGLF123,415$6.2M1.59%
12J P MORGAN EXCHANGE TRADED FD ULTRA SHRT INC46641Q837118,333$6.0M1.53%
13APPLE INCAAPL23,714$5.9M1.52%
14AMAZON.COM INCAMZN26,199$5.7M1.47%
15FIDELITY NASDAQ COMPOSITE INDEX ETF31591280866,373$5.0M1.29%
16HEALTH CARE SELECT SECTOR SPDR FUND81369Y20936,012$5.0M1.27%
17MICROSOFT CORPMSFT10,701$4.5M1.16%
18VANECK ETF TR VANECK GOLD MINERS ETF92189F106131,069$4.4M1.14%
19INVESCO QQQ TR UNIT SER 1IVZ7,942$4.1M1.04%
20INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTIVZ22,442$3.9M1.01%
21ALPHABET INC CAP STK CL AGOOG20,615$3.9M1.00%
22META PLATFORMS INC CLASS A COMMON STOCKMETA6,136$3.6M0.92%
23INVESCO EXCH TRADED FD TR II GLOBAL EX US HGHIVZ163,907$3.2M0.83%
24PROCTER AND GAMBLE CO COM74271810919,144$3.2M0.82%
25INNOVATOR ETFS TRUST DEFINED WLT SHLDINHD100,056$3.1M0.81%
26NVIDIA CORPORATION COMNVDA22,353$3.0M0.77%
27ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012ASMLF4,245$2.9M0.75%
28CARLISLE COMPANIES INC1423391007,654$2.8M0.72%
29TOTAL ENERGIES SETTE49,191$2.7M0.69%
30J P MORGAN EXCHANGE TRADED FD US QUALTY FCTR46641Q76146,498$2.7M0.68%
31ISHARES TRUST 1-3 YEAR TREASURY BOND ETF46428745731,181$2.6M0.66%
32AMERICAN EXPRESS CO COM USD0.20AXP8,244$2.4M0.63%
33FISERV INC COM STK USD0.01FISV11,536$2.4M0.61%
34BROADCOM INC COMAVGO9,970$2.3M0.59%
35MERCADOLIBRE INC COM USD0.001MELI1,322$2.2M0.58%
36ADOBE INC COMADBE4,986$2.2M0.57%
37ADVANCED MICRO DEVICES INCAMD18,116$2.2M0.56%
38NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1NONOF24,420$2.1M0.54%
39INNOVATOR ETFS TRUST US SMALL CAP PWRINHD83,060$2.0M0.51%
40BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A4,387$2.0M0.51%
41CONSTELLATION ENERGY CORP COMCEG8,231$1.8M0.47%
42CHEVRON CORP NEW COMCVX12,508$1.8M0.46%
43NEXTERA ENERGY INC COM USD0.01NEE-PW23,515$1.7M0.43%
44AGILENT TECHNOLOGIES INC COM USD0.01A12,499$1.7M0.43%
45PALO ALTO NETWORKS INC COM USD0.0001PANW9,050$1.6M0.42%
46ORACLE CORPORCL-PD9,789$1.6M0.42%
47DEERE & CODE3,815$1.6M0.41%
48TEMA ETF TRUST TEMA OBESITY & CARDIOMETABOLIC ETF87975E88355,816$1.6M0.41%
49ISHARES CORE S&P 500 ETF4642872002,735$1.6M0.41%
50MASTERCARD INCORPORATED CL AMA3,009$1.6M0.41%
51INVESCO EXCH TRADED FD TR II EMRNG MKT SVRGIVZ79,855$1.6M0.41%
52CROWDSTRIKE HLDGS INC CL ACRWD4,607$1.6M0.40%
53IDEXX LABORATORIES INC COM USD0.1045168D1043,683$1.5M0.39%
54COSTCO WHOLESALE CORP COM22160K1051,633$1.5M0.38%
55TYLER TECHNOLOGIES INCTYL2,584$1.5M0.38%
56ISHARES TR CORE TOTAL USD46434V61331,888$1.4M0.37%
57AGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823AEM17,482$1.4M0.35%
58PEPSICO INCPEP8,721$1.3M0.34%
59DANAHER CORPORATION COM2358511025,687$1.3M0.33%
60VERALTO CORP COM SHSVLTO12,709$1.3M0.33%
61DYNATRACE INC COM NEWDT23,695$1.3M0.33%
62HERSHEY COMPANY COM USD1.00HSY7,357$1.2M0.32%
63INTUIT INCINTU1,940$1.2M0.31%
64ELI LILLY &CO COMLLY1,568$1.2M0.31%
65JPMORGAN CHASE &CO. COMVYLD5,007$1.2M0.31%
66VANECK ETF TRUST SEMICONDUCTR ETF92189F6764,940$1.2M0.31%
67PHILLIPS EDISON &CO INC COMMON STOCKPECO30,988$1.2M0.30%
68ISHARES CORE S&P MID-CAP ETF46428750718,350$1.1M0.29%
69LAM RESEARCH CORP COM NEWLRCX15,477$1.1M0.29%
70ASTRAZENECA PLC SPON ADR EACH REP 0.50 ORD SHSAZN16,420$1.1M0.28%
71WASTE CONNECTIONS INCWCN6,144$1.1M0.27%
72DTE ENERGY CODTK8,320$1.0M0.26%
73TESLA INC COMTSLA2,454$991,0540.25%
74U HAUL HOLDING COMPANY COMUHAL-B13,484$931,6100.24%
75VANECK ETF TRUST URANIUM AND NUCL92189F60111,434$930,0410.24%
76TEXAS INSTRUMENTS INC COM USD1.008825081044,844$908,3850.23%
77TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD108740391004,554$899,3630.23%
78CORE &MAIN INC CL ACNM17,361$883,8490.23%
79LISTED FUND TRUST SPEAR ALPHA ETF53656F38332,085$870,4710.22%
80STRYKER CORPORATION COMSYK2,012$724,3080.19%
81NORTHROP GRUMMAN CORP COM USD1NOC1,467$688,5830.18%
82ISHARES S&P 500 GROWTH ETF4642873096,146$624,0190.16%
83SHERWIN-WILLIAMS COSHW1,826$620,7640.16%
84FERRARI N V EUR0.01 NEWRACE1,434$609,3050.16%
85ISHARES TR MSCI USA QLT FCT46432F3393,118$555,2070.14%
86ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK10,578$542,1240.14%
87ISHARES TR EAFE VALUE ETF4642888779,428$494,6630.13%
88GRAYSCALE BITCOIN TRUST ETFGBTC6,666$493,4170.13%
89EXXON MOBIL CORP COMXOM4,585$493,1730.13%
90ISHARES TR EAFE GRWTH ETF4642888855,070$490,9210.13%
91VISA INCV1,530$483,5880.12%
92MCDONALD S CORPMCD1,508$437,2330.11%
93INNOVATOR ETFS TRUST EQUITY DEFI 2026INHD16,556$434,5120.11%
94WALMART INC COMWMT4,602$415,7910.11%
95ISHARES TR RUS TP200 GR ETF4642894381,765$415,3550.11%
96SOUTHERN COSOMN5,034$414,3990.11%
97ISHARES TR MBS ETF4642885884,379$401,4820.10%
98NETFLIX INCNFLX384$342,2670.09%
99INTUITIVE SURGICAL INCISRG655$341,8840.09%
100SPDR GOLD TR GOLD SHSGLD1,400$338,9820.09%
101DT MIDSTREAM INC COMMON STOCKDTM3,394$337,4380.09%
102DIMENSIONAL ETF TRUST US CORE EQT MKT25434V1048,271$334,9020.09%
103ISHARES TR 0-3 MNTH TREASRY46436E7183,259$326,9170.08%
104ISHARES S&P 500 VALUE ETF4642874081,625$310,1960.08%
105VALERO ENERGY CORP COMVLO2,424$297,1600.08%
106SERVICENOW INC COM USD0.001NOW269$285,1720.07%
107MERCK &CO. INC COMMRK2,819$280,4480.07%
108HOME DEPOT INCHD720$280,0730.07%
109ISHARES FLEXIBLE INCOME ACTIVE ETFBLK4,886$254,1870.07%
110CMS ENERGY CORP COM USD0.01CMS-PC3,745$249,6040.06%
111ISHARES TR 20 YR TR BD ETF4642874322,842$248,1810.06%
112RTX CORPORATION COM USD1.00RTX2,074$239,9870.06%
113ISHARES MSCI EMR MRK EX CHNA46434G7644,116$228,2080.06%
114INNOVATOR ETFS TRUST US EQTY PWR BUFINHD5,386$227,5590.06%
115PROGRESSIVE CORP COM743315103947$226,9380.06%
116CISCO SYSTEMS INCCSCO3,828$226,5990.06%
117SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS81369Y803925$215,0690.06%
118ISHARES US TECHNOLOGY ETF4642877211,329$211,9990.05%
119NIKE INC CLASS B COM NPVNKE2,728$206,4520.05%
120DIMENSIONAL ETF TRUST GLOBAL CORE PLUS25434V5833,772$199,2940.05%
121EATON VANCE TAX-MANAGED DIVERS COMETN13,200$197,3400.05%
122CLEAN HARBORS INCCLH852$196,0790.05%
123VIRTUS DIVIDEND INTEREST &PR COMNFJ15,305$193,3020.05%
124FORD MTR CO DEL COM34537086019,410$192,1610.05%
125TARGET CORPTGT1,353$182,8990.05%
126CRH ORD EUR 0.32 (DI)CRH1,952$180,5990.05%
127EMERSON ELECTRIC COEMR1,397$173,1300.04%
128HEICO CORP NEW COMHEI-A700$166,4180.04%
129ALPHABET INC CAP STK CL CGOOG868$165,3720.04%
130LIBERTY ALL-STAR EQUITY FUND53015810423,706$164,7560.04%
131RB GLOBAL INC COM NPV ISIN #CA74935Q1072 SEDOL #BMWGTH9RBA1,780$160,5350.04%
132PROSHARES ULTRA S&P50074347R1071,721$159,1740.04%
133ENERGY TRANSFER L P COM UT LTD PTNET-PI8,017$157,0570.04%
134INNOVATOR ETFS TRUST GRWT100 PWR BFINHD3,197$153,7440.04%
135LKQ CORPLKQ4,152$152,6030.04%
136PROSHARES ULTRA QQQ74347R2061,409$152,5460.04%
137INNOVATOR ETFS TRUST U S EQ 10 BUFFERINHD5,086$151,3590.04%
138INNOVATOR ETFS TRUST US EQTY BUFR JANINHD3,154$151,2340.04%
139ISHARES TR ISHARES SEMICDTR464287523696$149,9970.04%
140JOHNSON &JOHNSON COMJNJ999$144,4290.04%
141ISHARES TR MSCI USA MMENTM46432F396696$144,0580.04%
142EVERSOURCE ENERGYES2,502$143,6900.04%
143NORTHERN LTS FD TR IV INSPIRE 100 ETFNTRSO3,575$139,1020.04%
144CUMMINS INCCMI397$138,3940.04%
145CIENA CORPCIEN1,611$136,6290.04%
146TERADYNE INC COM USD0.125TER1,082$136,2510.03%
147AMERICAN HOMES 4 RENTAMH-PG3,633$135,9360.03%
148PHILIP MORRIS INTERNATIONAL INC COM NPV7181721091,125$135,3940.03%
149NUVEEN S&P 500 BUY-WRITE INCOM COMNU9,597$134,2620.03%
150QUALCOMM INCQCOM856$131,4250.03%
151PINNACLE FINANCIAL PARTNERS COM USD1.0072346Q1041,137$130,1090.03%
152ISHARES SILVER TR ISHARESSLV4,921$129,5700.03%
153ISHARES CORE MSCI EMERGING MARKETS ETF46434G1032,479$129,4560.03%
154HONEYWELL INTERNATIONAL INC COM USD1438516106563$127,0770.03%
155MASCO CORP COM USD1.00MAS1,751$127,0690.03%
156KIRBY CORPKEX1,187$125,5850.03%
157INTEL CORP COM USD0.001INTC6,143$123,1670.03%
158OCCIDENTAL PETE CORP COM6745991052,493$123,1650.03%
159TIMOTHY PLAN US LRGMD CP CORE8874323592,862$122,5950.03%
160GRAPHIC PACKAGING HOLDING COGPK4,491$121,9820.03%
161REAVES UTILITY INCOME FUND7561581013,795$120,2640.03%
162LOWES COMPANIES INC COM USD0.50548661107483$119,2040.03%
163PPG INDUSTRIES INC COM USD1.666693506107996$118,9130.03%
164DNP SELECT INCOME FD INC COM23325P10413,383$118,0380.03%
165COCA-COLA COKO1,853$115,3680.03%
166FORTINET INC COM USD0.001FTNT1,206$113,9430.03%
167ISHARES TR RUS TP200 VL ETF4642894201,425$112,6070.03%
168AMGEN INCAMGN432$112,5960.03%
169TEMPUR SEALY INTERNATIONAL INCSGI1,960$111,1160.03%
170EDWARDS LIFESCIENCES CORPEW1,490$110,3050.03%
171DISNEY WALT CO COM254687106984$109,5140.03%
172BLACKROCK ETF TRUST US CARBON TRANSITION READINESS ETFBLK1,648$105,5840.03%
173AT&T INC COM USD1T-PC4,614$105,0610.03%
174PROLOGIS INC. COMPLDGP990$104,6430.03%
175DIAMONDBACK ENERGY INC COM USD0.01FANG633$103,7300.03%
176VERIZON COMMUNICATIONS INCVZ2,591$103,5950.03%
177AUTOZONE INC COM USD0.01AZO32$102,4640.03%
178COINBASE GLOBAL INC COM CL ACOIN410$101,8030.03%
179BERRY GLOBAL GROUP INC08579W1031,530$98,9310.03%
180BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10BLK10,007$98,1690.03%
181APPLOVIN CORP COM CL AAPP299$96,8250.02%
182VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF92206C7712,099$95,1860.02%
183GFL ENVIRONMENTAL INC. COM NPV SUB VTG SHS ISIN #CA36168Q1046 SEDOL #BKDT649GFL2,112$94,0820.02%
184ARES CAPITAL CORP COMARCC4,275$93,5800.02%
185MFS MULTIMARKET INCOME TRUSTMMT19,844$93,0680.02%
186HUNTINGTON INGALLS INDUSTRIES INC446413106492$92,9730.02%
187DIMENSIONAL ETF TRUST CORE FIXED INCOM25434V8722,223$91,7530.02%
188ISHARES TR USD INV GRDE ETF4642886201,818$91,4290.02%
189EATON VANCE RISK-MANAGED DIVER COMETN9,700$90,3070.02%
190CALL (IBIT) ISHARES BITCOIN JAN 03 25 $55 (100 SHS)IBIT1,700$90,1850.02%
191NORTHERN LTS FD TR IV INSPIRE INTL ETFNTRSO2,915$84,5280.02%
192ISHARES NATIONAL MUNI BOND ETF464288414790$84,1750.02%
193DIMENSIONAL ETF TRUST DIMENSIONAL US HIGH PROFITABILITY ETF25434V8312,480$83,7820.02%
194ISHARES TRUST ESG ADVANCED MSCI USA ETF46436E7671,682$83,6270.02%
195TIMOTHY PLAN HIG DV STK ETF8874323262,299$83,5690.02%
196BANK AMERICA CORP COM0605051041,900$83,5010.02%
197L3HARRIS TECHNOLOGIES INC COMLHX397$83,4810.02%
198LINDE PLC COM EUR0.001LIN197$82,4980.02%
199CONSOLIDATED EDISON INC COM USD0.10ED919$82,0020.02%
200MERCANTILE BK CORP COM5873761041,842$81,9510.02%
201ISHARES TR 3 7 YR TREAS BD464288661706$81,5280.02%
202VERTIV HOLDINGS CO COM CL AVRT715$81,2290.02%
203DIMENSIONAL ETF TRUST US TARGETED VLU25434V6091,458$81,1730.02%
204GE AEROSPACE COM NEW369604301484$80,6790.02%
205CULLEN/FROST BANKERS INCCFR-PB597$80,1470.02%
206INVENTRUST PPTYS CORP COM NEW46124J2012,656$80,0290.02%
207FREEPORT-MCMORAN INC COM USD0.10FCX2,091$79,6230.02%
208SERVICE CORPORATION INTERNATIONAL COM USD1.00817565104994$79,3410.02%
209DIMENSIONAL ETF TRUST INTL CORE EQT MK25434V2032,656$77,5690.02%
210TRAVELERS COMPANIES INC COM STK NPVTRV321$77,3260.02%
211CATERPILLAR INC COMCAT212$76,7630.02%
212ALTRIA GROUP INCMO1,468$76,7620.02%
213CSX CORP COM USD1CSX2,318$74,8020.02%
214MARATHON PETROLEUM CORP COM USD0.01MARA535$74,5960.02%
215BLACKSTONE INCBX420$72,4160.02%
216SELECT SECTOR SPDR TR INDL81369Y704546$71,8820.02%
217FRANKLIN LTD DURATION INCOME T COMFTF10,819$71,7300.02%
218ISHARES TR MSCI KLD400 SOC464288570641$70,6890.02%
219ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU1,424$70,5020.02%
220NORFOLK SOUTHN CORP COM655844108298$69,9410.02%
221AIM ETF PRODUCTS TRUST US LRGCP B10 JUL00888H3071,768$69,7610.02%
222QUANTA SERVICES COM USD0.0000174762E102216$68,2670.02%
223PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031053,989$68,1320.02%
224SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409772$67,8590.02%
225ISHARES TR ESG AWRE USD ETF46435G1932,831$64,3150.02%
226GENERAL MILLS INC COM USD0.103703341041,004$64,0250.02%
227FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740F7481,327$62,9400.02%
228HEXCEL CORP4282911081,000$62,7000.02%
229TIMOTHY PLAN U S SM CP CORE8874323421,586$61,9240.02%
230KROGER CO COM USD1.00KR997$60,9670.02%
231ISHARES TR JP MOR EM MK ETF464288281679$60,4900.02%
232KINDER MORGAN INC COM USD0.01EP-PC2,205$60,4170.02%
233VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C7061,005$58,2960.01%
234ISHARES TR US INFRASTRUC46435U7131,254$58,0440.01%
235AIR PRODUCTS AND CHEMICALS INCAIIR200$58,0080.01%
236LOCKHEED MARTIN CORP COM USD1.00LMT119$57,7800.01%
237BOEING COBA-PA323$57,1710.01%
238NORTHERN LTS FD TR IV INSPIRE SML/ MIDNTRSO1,522$57,1010.01%
239COMCAST CORPCCZ1,507$56,5580.01%
240KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491041,043$55,3080.01%
241SPDR PORTFOLIO S&P 500 VALUE ETF78464A5081,076$55,0270.01%
242VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF92206C102939$54,6580.01%
243WEC ENERGY GROUP INC COMWEC578$54,3550.01%
244ISHARES TR IBONDS 25 TRM TS46436E8662,318$54,0530.01%
245MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #249251956501R1061,759$54,0190.01%
246DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB497$53,5470.01%
247GLOBAL X FDS NASDAQ 100 COVER37954Y4832,930$53,3850.01%
248SELECT SECTOR SPDR TR FINANCIAL81369Y6051,099$53,1040.01%
249IRON MTN INC DEL COM46284V101500$52,5550.01%
250ISHARES TRUST ESG ADVANCED MSCI EAFE ETF46436E759802$51,8350.01%
251ELASTIC N V COM EUR0.01ESTC521$51,6210.01%
252DELTA AIR LINES INCDAL845$51,1230.01%
253AMERICAN WATER WORKS COMPANY INC COM USD0.01030420103397$49,4260.01%
254AIM ETF PRODUCTS TRUST US LARCP B10 MAY00888H7601,446$47,9930.01%
255ISHARES TR ESG AWARE MSCI USA ETF46435G425364$46,8530.01%
256NUVEEN AMT FREE QLTY MUN INCME COMNU4,144$46,7440.01%
257BLACKROCK LTD DURATION INCOME COM SHSBLK3,300$46,6290.01%
258ISHARES INC MSCI GBL GOLD MN46434G8551,650$46,3820.01%
259ISHARES RUSSELL 1000 INDEX FUND464287622143$46,0690.01%
260BOSTON SCIENTIFIC CORPBSX513$45,8210.01%
261BLACKROCK MUNIYIELD MICH QU COMBLK4,064$45,4360.01%
262T-MOBILE US INC COMTMUSZ205$45,2500.01%
263SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7SHOP425$45,1900.01%
264ISHARES TR IBONDS 26 TRM TS46436E8581,970$44,9360.01%
265REALTY INCOME CORP COMO837$44,7040.01%
266GE VERNOVA INC COMGEV135$44,4060.01%
267SMUCKER J M CO COM NEW832696405400$44,0480.01%
268INTERNATIONAL BUS MACH CORP COM USD0.20INTR200$43,9660.01%
269SPOTIFY TECHNOLOGY S.A. COM EUR0.000625SPOT98$43,8430.01%
270CITIGROUP INCC-PR617$43,4310.01%
271WISDOMTREE TR US MIDCAP DIVIDWT851$43,3750.01%
272EATON VANCE TAX-MANAGED BUY- W COMETN3,000$43,2300.01%
273GLOBAL-E ONLINE LTD COM NPVGLBE792$43,1880.01%
274ENTERPRISE PRODS PARTNERS L P COM2937921071,377$43,1730.01%
275BLACKROCK DEBT STRATEGIES FD I COM NEWBLK4,000$43,0400.01%
276ISHARES TR RUS MID CAP ETF464287499468$41,3710.01%
277NUSCALE PWR CORP CL A COMNU2,295$41,1490.01%
278ISHARES TR US TREAS BD ETF46429B2671,747$40,1370.01%
279NEBIUS GROUP N V COM USD0.01 CL ANBIS1,420$39,3340.01%
280SPDR SER TR S&P DIVID ETF78464A763296$39,1020.01%
281ISHARES TR PFD AND INCM SEC4642886871,239$38,9540.01%
282NATERA INC COMNTRA244$38,6250.01%
283J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM46654Q203685$38,6200.01%
284MONDELEZ INTL INC COM NPV609207105644$38,4660.01%
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286ABBOTT LABS COMABLZF334$37,7790.01%
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295FIRSTENERGY CORP COM USD0.10FE848$33,7330.01%
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297HEICO CORP NEW CL AHEI-A177$32,9400.01%
298ISHARES RUSSELL MID-CAP VALUE ETF464287473252$32,6220.01%
299DISCOVER FINANCIAL SERVICES254709108188$32,5670.01%
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306KLA CORP COM NEWKLAC49$30,8840.01%
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313SOUNDHOUND AI INC CLASS A COMSOUNW1,405$27,8750.01%
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315PIMCO 25 YR ZERO CPN US TIF72201R882399$27,3790.01%
316DIMENSIONAL ETF TRUST INTERNATIONAL HIGH PROFITABILITY ETF25434V7651,084$27,3600.01%
317DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807771$27,3390.01%
318EATON CORPORATION PLCETN82$27,2340.01%
319UTILITIES SELECT SECTOR SPDR FUND81369Y886359$27,1790.01%
320VOYA GLBL EQTY DVD &PRM OPP92912T1004,980$26,9920.01%
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322DIREXION SHS ETF TR AUSPCE CMD STG25460E307945$26,7530.01%
323CACI INTERNATIONAL INC12719030466$26,6680.01%
324THERMO FISHER SCIENTIFIC INCTMO51$26,5320.01%
325ISHARES INC ESG AWR MSCI EM46434G863793$26,4700.01%
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327GRAYSCALE ETHEREUM TRUST ETF389638107939$26,3110.01%
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332CARNIVAL CORP COM USD0.01CUKPF1,010$25,1810.01%
333ISHARES TIPS BOND ETF464287176234$24,9370.01%
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336FIDELITY MSCI CONSUMER STAPLES INDEX ETF316092303495$24,4870.01%
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344NATIONAL FUEL GAS CO COMNFG376$22,8160.01%
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350VANGUARD WORLD FD INF TECH ETF92204A70236$22,1800.01%
351LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB237$21,9600.01%
352CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS72$21,6330.01%
353KIMBERLY-CLARK CORP COMKMB165$21,6220.01%
354SOUTHWEST AIRLINES CO844741108639$21,4770.01%
355UNITED AIRLS HLDGS INC COMUNTCW213$20,6820.01%
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357FRANKLIN ELECTRIC CO INCFELE212$20,6350.01%
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360GABELLI EQUITY TRUST INCGAB-PK3,750$20,1750.01%
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364MOTOROLA SOLUTIONS INCMSI43$19,8760.01%
365FIDELITY MSCI FINLS INDEX ETF316092501289$19,8490.01%
366VISTRA CORP COMVST143$19,7180.01%
367NOVARTIS AG SPONSORED ADRNVSEF200$19,4620.00%
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373FIRST CITIZENS BANCSHARES INC (DELAWARE)31946M1039$19,0170.00%
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375WELLTOWER INC COMWELL146$18,4000.00%
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377VANGUARD WORLD FD UTILITIES ETF92204A876111$18,1530.00%
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379CALL (WDC) WESTERN DIGITAL MAR 21 25 $70 (100 SHS)WDC300$17,8890.00%
380ALBANY INTERNATIONAL CORP012348108220$17,5930.00%
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387ALPINE INCOME PPTY TR INC COM02083X103990$16,6140.00%
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403COLGATE-PALMOLIVE CO COMCL150$13,6370.00%
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409HEALTHCARE RLTY TR CL A COM42226K105783$13,2720.00%
410DOLLAR GEN CORP NEW COM256677105175$13,2690.00%
411ENTERGY CORPENO173$13,0980.00%
412CHECK POINT SOFTWARE TECHNOLOGIES LTDM2246510470$13,0690.00%
413WILLIAMS COS INC COM969457100241$13,0600.00%
414ISHARES TR US HOME CONS ETF464288752126$13,0270.00%
415ALLETE INC COM NEW018522300200$12,9600.00%
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418FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280869$12,7570.00%
419GLOBAL X FDS NASDAQ 100 RIS37960A503730$12,7170.00%
420THE CIGNA GROUP COM12552310046$12,7020.00%
421ISHARES TR 10-20 YR TRS ETF464288653125$12,4430.00%
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427ELECTRONIC ARTS INCEA80$11,7040.00%
428ISHARES TR ISHARES BIOTECH46428755687$11,5640.00%
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