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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 COMBINATION REPORT

AlphaCore Capital LLC

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001398344-25-009148

Total Value
$1.18B
Positions
771
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MPLX LPMPLXP1,570,074$84.0M7.21%
2ETF SER SOLUTIONS26922A321953,187$51.7M4.43%
3ISHARES TR464287689154,840$49.2M4.22%
4ISHARES TR46432F834626,675$43.7M3.75%
5PACER FDS TR69374H881688,183$37.7M3.23%
6SPDR GOLD TRGLD109,987$31.7M2.72%
7VANGUARD INDEX FDS92290836359,504$30.6M2.62%
8APPLE INCAAPL106,093$23.6M2.02%
9MICROSOFT CORPMSFT53,829$20.2M1.73%
10ISHARES GOLD TRIAU612,704$19.1M1.64%
11BERKSHIRE HATHAWAY INC DELBRK-A31,471$16.8M1.44%
12VANGUARD INDEX FDS92290863760,892$15.7M1.34%
13INVESCO EXCHANGE TRADED FD TIVZ85,876$14.9M1.28%
14AMAZON COM INCAMZN77,102$14.7M1.26%
15JPMORGAN CHASE & CO.VYLD58,517$14.4M1.23%
16ISHARES TR46432F842182,266$13.8M1.18%
17J P MORGAN EXCHANGE TRADED F46654Q609183,036$13.5M1.16%
18PACER FDS TR69374H873425,916$13.4M1.15%
19VANGUARD INDEX FDS92290876948,668$13.4M1.15%
20ENTERPRISE PRODS PARTNERS L293792107372,352$12.7M1.09%
21ISHARES TR46434V456285,624$11.3M0.97%
22J P MORGAN EXCHANGE TRADED F46641Q654220,456$11.2M0.96%
23SPDR S&P 500 ETF TRSPY18,877$10.6M0.91%
24COSTCO WHSL CORP NEW22160K10510,735$10.2M0.87%
25VISA INCV27,272$9.6M0.82%
26J P MORGAN EXCHANGE TRADED F46641Q837187,838$9.5M0.82%
27SCHWAB STRATEGIC TR808524102396,791$8.5M0.73%
28UNUM GROUPUNMA99,091$8.1M0.69%
29CISCO SYS INCCSCO129,927$8.0M0.69%
30ISHARES TR46428720014,166$8.0M0.68%
31QUALCOMM INCQCOM51,792$8.0M0.68%
32VANECK ETF TRUST92189F64381,800$7.2M0.62%
33ALPHABET INCGOOG45,899$7.1M0.61%
34VANGUARD SCOTTSDALE FDS92206C59927,831$6.9M0.59%
35WALMART INCWMT76,442$6.7M0.58%
36SPDR SER TR78468R52364,701$6.4M0.55%
37HOME DEPOT INCHD17,384$6.4M0.55%
38META PLATFORMS INCMETA10,428$6.0M0.52%
39BLUE OWL CAPITAL CORPORATIONOWL383,643$5.8M0.49%
40ISHARES TR46429B69761,356$5.7M0.49%
41VANGUARD TAX-MANAGED FDS921943858112,279$5.7M0.49%
42MARATHON PETE CORPMARA37,499$5.5M0.47%
43ISHARES TR46432F33930,478$5.2M0.45%
44ISHARES TR46428761414,252$5.1M0.44%
45COLUMBIA ETF TR II19762B202171,023$5.1M0.43%
46VANGUARD INDEX FDS92290862919,352$5.0M0.43%
47ABBVIE INCABBV23,847$5.0M0.43%
48ALPHABET INCGOOG31,870$5.0M0.43%
49SPDR SER TR78468R200157,958$4.9M0.42%
50JOHN HANCOCK EXCHANGE TRADED47804J20683,380$4.8M0.41%
51VANECK ETF TRUST92189F486185,720$4.7M0.41%
52ALPS ETF TR00162Q45289,273$4.6M0.40%
53NVIDIA CORPORATIONNVDA42,632$4.6M0.40%
54SELECT SECTOR SPDR TR81369Y60592,675$4.6M0.40%
55DIMENSIONAL ETF TRUST25434V50072,555$4.3M0.37%
56VANGUARD SPECIALIZED FUNDS92190884422,153$4.3M0.37%
57SPDR SER TR78468R66346,515$4.3M0.37%
58VANGUARD INDEX FDS92290875119,052$4.2M0.36%
59SCHWAB STRATEGIC TR808524201187,995$4.2M0.36%
60BANK AMERICA CORP06050510498,372$4.1M0.35%
61ISHARES INC46434G76473,316$4.0M0.35%
62INVESCO EXCHANGE TRADED FD TIVZ186,362$4.0M0.34%
63ISHARES INC46434G10372,437$3.9M0.34%
64EXPAND ENERGY CORPORATIONEXE35,038$3.9M0.33%
65AMERICAN CENTY ETF TR02507287743,451$3.8M0.32%
66CHEVRON CORP NEWCVX22,184$3.7M0.32%
67NORTHROP GRUMMAN CORPNOC7,144$3.7M0.31%
68INVESCO QQQ TRIVZ7,703$3.6M0.31%
69DBX ETF TR23305120083,388$3.6M0.31%
70ISHARES TR46428740818,641$3.6M0.30%
71INVESCO EXCH TRADED FD TR IIIVZ169,953$3.5M0.30%
72ISHARES TR46428818247,124$3.5M0.30%
73GE AEROSPACE36960430117,333$3.5M0.30%
74JOHNSON & JOHNSONJNJ20,819$3.5M0.30%
75CAPITAL GROUP GBL GROWTH EQT14020X104121,112$3.4M0.29%
76MCDONALDS CORPMCD10,518$3.3M0.28%
77ORACLE CORPORCL-PD23,169$3.2M0.28%
78CHORD ENERGY CORPORATIONCHRD27,883$3.1M0.27%
79EXXON MOBIL CORPXOM26,409$3.1M0.27%
80TAIWAN SEMICONDUCTOR MFG LTD87403910018,760$3.1M0.27%
81J P MORGAN EXCHANGE TRADED F46641Q33254,298$3.1M0.27%
82ISHARES TR46428864657,899$3.0M0.26%
83VANGUARD BD INDEX FDS92203C30360,000$3.0M0.26%
84COTERRA ENERGY INCCTRA103,311$3.0M0.26%
85GLOBAL X FDS37954Y657155,471$3.0M0.25%
86ACCENTURE PLC IRELANDACN9,316$2.9M0.25%
87KIMBELL RTY PARTNERS LP49435R102199,670$2.8M0.24%
88THERMO FISHER SCIENTIFIC INCTMO5,566$2.8M0.24%
89STRATEGIC TRUST48817R87085,424$2.8M0.24%
90ELI LILLY & COLLY3,331$2.8M0.24%
91BLACKSTONE SECD LENDING FDBX84,819$2.7M0.24%
92AMGEN INCAMGN8,735$2.7M0.23%
93AMPHENOL CORP NEW03209510139,412$2.6M0.22%
94UNITEDHEALTH GROUP INCUNH4,867$2.5M0.22%
95SYNOPSYS INCSNPS5,934$2.5M0.22%
96ISHARES TR46434V62141,154$2.5M0.22%
97INNOVATOR ETFS TRUSTINHD65,800$2.5M0.21%
98PACER FDS TR69374H70966,719$2.5M0.21%
99STARBUCKS CORPSBUX25,141$2.5M0.21%
100MERCK & CO INCMRK27,141$2.5M0.21%
101PEPSICO INCPEP16,383$2.5M0.21%
102ISHARES TR46428750741,975$2.4M0.21%
103HALOZYME THERAPEUTICS INCHALO38,106$2.4M0.21%
104CROWDSTRIKE HLDGS INCCRWD6,783$2.4M0.21%
105ISHARES U S ETF TR46431W50745,932$2.3M0.20%
106WASTE MGMT INC DEL94106L1099,955$2.3M0.20%
107BLACKROCK INCBLK2,393$2.3M0.19%
108BROADCOM INCAVGO13,447$2.3M0.19%
109JEFFERIES FINL GROUP INC47233W10940,729$2.2M0.19%
110VERIZON COMMUNICATIONS INCVZ48,011$2.2M0.19%
111VANGUARD WORLD FD92191087310,754$2.2M0.19%
112CITIGROUP INCC-PR30,341$2.2M0.18%
113TESLA INCTSLA158$2.1M0.18%
114SCHWAB STRATEGIC TR80852479776,455$2.1M0.18%
115ENBRIDGE INCENNPF48,056$2.1M0.18%
116VANGUARD CHARLOTTE FDS92203J40742,812$2.1M0.18%
117PROCTER AND GAMBLE CO74271810912,225$2.1M0.18%
118SCHWAB STRATEGIC TR80852483989,355$2.1M0.18%
119PARKER-HANNIFIN CORPPH3,388$2.1M0.18%
120GLOBAL X FDS37954Y34338,600$2.1M0.18%
121MANAGED PORTFOLIO SERIES56167N72055,400$2.0M0.17%
122DANAHER CORPORATION2358511029,766$2.0M0.17%
123EOG RES INCEOG15,545$2.0M0.17%
124RTX CORPORATIONRTX14,996$2.0M0.17%
125SELECT SECTOR SPDR TR81369Y50620,925$2.0M0.17%
126INDEPENDENCE RLTY TR INC45378A10689,765$1.9M0.16%
127NEXTERA ENERGY INCNEE-PW26,568$1.9M0.16%
128CAPITAL GROUP GROWTH ETF14020G10153,660$1.8M0.16%
129MICRON TECHNOLOGY INCMU20,840$1.8M0.16%
130PFIZER INCPFE70,207$1.8M0.15%
131CAPITAL GRP FIXED INCM ETF T14020Y10275,300$1.7M0.15%
132TESLA INCTSLA6,494$1.7M0.14%
133SALESFORCE INCCRM6,252$1.7M0.14%
134AMERICAN CENTY ETF TR02507260425,467$1.5M0.13%
135T-MOBILE US INCTMUSZ5,720$1.5M0.13%
136EATON CORP PLCETN5,606$1.5M0.13%
137ISHARES TR46435G42512,231$1.5M0.13%
138LOWES COS INC5486611076,262$1.5M0.13%
139SPROTT PHYSICAL GOLD TRSII60,837$1.4M0.12%
140SERVICENOW INCNOW1,809$1.4M0.12%
141HONEYWELL INTL INC4385161066,649$1.4M0.12%
142ADOBE INCADBE3,491$1.3M0.11%
143AGNICO EAGLE MINES LTDAEM12,232$1.3M0.11%
144J P MORGAN EXCHANGE TRADED F46641Q20922,457$1.3M0.11%
145ECOLAB INCECL5,028$1.3M0.11%
146AT&T INCT-PC44,788$1.3M0.11%
147DISNEY WALT CO25468710612,689$1.3M0.11%
148MARSH & MCLENNAN COS INC5717481025,037$1.2M0.11%
149INTERNATIONAL BUSINESS MACHSINTR4,934$1.2M0.11%
150COMCAST CORP NEWCCZ32,889$1.2M0.10%
151VANGUARD INTL EQUITY INDEX F92204277519,923$1.2M0.10%
152BLACK STONE MINERALS L PBSMLP78,980$1.2M0.10%
153ISHARES TR4642876556,025$1.2M0.10%
154INVESCO ACTIVELY MANAGED EXCIVZ23,953$1.2M0.10%
155DELL TECHNOLOGIES INCDELL12,855$1.2M0.10%
156BRISTOL-MYERS SQUIBB COCELG-RI19,036$1.2M0.10%
157ISHARES TR46428730912,432$1.2M0.10%
158AMERICAN INTL GROUP INC02687478413,208$1.1M0.10%
159ISHARES GOLD TRIAU19,423$1.1M0.10%
160ALBERTSONS COS INC01309110351,892$1.1M0.10%
161DEERE & CODE2,412$1.1M0.10%
162PAYCHEX INCPAYX7,293$1.1M0.10%
163CAPITAL GRP FIXED INCM ETF T14020Y30040,471$1.1M0.09%
164ETFIS SER TR I26923G82252,063$1.1M0.09%
165APOLLO COML REAL EST FIN INC03762U105112,079$1.1M0.09%
166HAWKINS INCHWKN10,377$1.1M0.09%
167GILEAD SCIENCES INCGILD9,685$1.1M0.09%
168DELL TECHNOLOGIES INCDELL350$1.1M0.09%
169CLOROX CO DELCLX7,093$1.0M0.09%
170VANGUARD INDEX FDS9229087362,808$1.0M0.09%
171SLR INVESTMENT CORPSLRC61,135$1.0M0.09%
172UBER TECHNOLOGIES INCUBER14,095$1.0M0.09%
173AMERICAN CENTY ETF TR02507237221,578$1.0M0.09%
174INTUITINTU1,653$1.0M0.09%
175AGNC INVT CORP00123Q104102,597$995,1890.09%
176ISHARES BITCOIN TRUST ETFIBIT20,338$952,0220.08%
177INVESCO EXCH TRADED FD TR IIIVZ83,483$936,6780.08%
178SCHWAB STRATEGIC TR80852430037,287$933,6670.08%
179ASML HOLDING N VASMLF1,391$921,8190.08%
180NEWMONT CORPNEMCL19,036$919,0740.08%
181REAVES UTIL INCOME FD75615810128,216$918,1460.08%
182US BANCORP DELUSB-PS21,489$918,0120.08%
183MASTERCARD INCORPORATEDMA1,635$896,1300.08%
184ARES CAPITAL CORPARCC39,538$876,1550.08%
185INSIGHT ENTERPRISES INCNSIT5,805$870,6920.07%
186NUVEEN CORE PLUS IMPACT FUNDNPCT79,441$858,5240.07%
187AMERIPRISE FINL INC03076C1061,773$858,4860.07%
188WEC ENERGY GROUP INCWEC7,808$850,9240.07%
189TJX COS INC NEW8725401096,956$847,1970.07%
190COCA COLA COKO11,611$837,3180.07%
191INTEL CORPINTC36,270$823,7010.07%
192INVESCO EXCH TRADED FD TR IIIVZ16,277$817,5810.07%
193SPROTT PHYSICAL SILVER TRSII70,575$817,2700.07%
194VANGUARD INDEX FDS9229087444,699$811,6390.07%
195ISHARES TR46434V87815,980$810,2050.07%
196MORGAN STANLEYMS-PQ6,834$797,3790.07%
197INVESCO EXCH TRADED FD TR IIIVZ32,202$780,5760.07%
198ISHARES TR46436E7187,716$776,7920.07%
199WELLS FARGO CO NEW94974610110,783$774,0950.07%
200CONOCOPHILLIPSCOP7,350$771,9480.07%
201MANULIFE FINL CORP56501R10624,643$767,6090.07%
202SCHWAB STRATEGIC TR80852460732,332$757,5460.06%
203SCHLUMBERGER LTDSLB17,978$756,3630.06%
204EMERSON ELEC COEMR6,895$755,9970.06%
205NUVEEN PFD & INCOME OPPORTUNNU93,553$750,7980.06%
206WELLTOWER INCWELL4,864$745,2130.06%
207ADVANCED MICRO DEVICES INCAMD7,239$743,7400.06%
208ISHARES TR46432F85915,075$728,8880.06%
209COHEN & STEERS INFRASTRUCTUR19248A10928,065$717,0550.06%
210TESLA INCTSLA165$714,2250.06%
211ALLIANCE RESOURCE PARTNERS LARLP26,091$711,7690.06%
212THE CIGNA GROUP1255231002,158$709,9010.06%
213ISHARES INC46434G78029,848$709,1880.06%
214OREILLY AUTOMOTIVE INC67103H107495$709,1270.06%
215FLAHERTY & CRUMRINE DYNAMICDFP34,651$701,3460.06%
216VANGUARD WORLD FD9219108405,433$700,0020.06%
217PGIM ETF TR69344A10714,021$697,2660.06%
218ALLSTATE CORPALL-PJ3,347$696,3460.06%
219FORD MTR CO34537086068,604$688,1010.06%
220AUTOMATIC DATA PROCESSING INADP2,240$687,9300.06%
221COHEN & STEERS REIT & PFD &19247X10030,889$681,7100.06%
222PROGRESSIVE CORP7433151032,395$677,8090.06%
223APA CORPORATIONAPA32,196$676,7520.06%
224VANGUARD INDEX FDS9229086113,629$676,0560.06%
225VANECK ETF TRUST92189F45260,394$674,6040.06%
226RUBRIK INC.RBRK11,005$671,0850.06%
227COHEN & STEERS QUALITY INCOM19247L10653,282$669,2190.06%
228LOCKHEED MARTIN CORPLMT1,495$667,8330.06%
229NETFLIX INCNFLX716$667,6910.06%
230SOUTHERN COSOMN7,213$663,2160.06%
231PAYPAL HLDGS INCPYPL9,975$650,8680.06%
232COLGATE PALMOLIVE COCL6,919$648,3220.06%
233VANGUARD STAR FDS92190976810,419$647,0410.06%
234DIMENSIONAL ETF TRUST25434V30224,945$645,8260.06%
235SELECT SECTOR SPDR TR81369Y8868,137$641,5770.06%
236ABRDN GLOBAL PREMIER PPTYS F00302L108162,413$630,1640.05%
237CAPITAL SOUTHWEST CORPCSWC27,810$620,7100.05%
238ISHARES TR46434V40714,506$616,8070.05%
239VANGUARD INTL EQUITY INDEX F92204285813,490$610,5350.05%
240CATERPILLAR INCCAT1,816$598,9710.05%
241APA CORPORATIONAPA1,000$589,7500.05%
242ABBOTT LABSABLZF4,401$583,7630.05%
243PIMCO CORPORATE & INCOME OPPPTY39,775$579,7900.05%
244NGL ENERGY PARTNERS LPNGL-PC125,000$567,5000.05%
245BOEING COBA-PA3,326$567,3240.05%
246SIMON PPTY GROUP INC NEW8288061093,381$561,5010.05%
247DELL TECHNOLOGIES INCDELL350$559,1250.05%
248VANGUARD MUN BD FDS92290774610,938$542,7440.05%
249ALTRIA GROUP INCMO9,103$542,6360.05%
250GE VERNOVA INCGEV1,777$542,5820.05%
251PIMCO DYNAMIC INCOME FD72201Y10127,099$542,2450.05%
252TEXAS INSTRS INC8825081043,010$540,9290.05%
253DUKE ENERGY CORP NEWDUKB4,413$538,1490.05%
254WILLIAMS COS INC9694571009,000$537,7900.05%
255ISHARES TR46435G5166,519$532,5390.05%
256CARRIER GLOBAL CORPORATIONCARR8,390$531,9040.05%
257BLACKROCK ENHANCED GLOBAL DIBLK48,863$530,1650.05%
258MEDTRONIC PLCMDT5,839$528,8070.05%
259FRANKLIN TEMPLETON ETF TRFGDL14,325$527,7270.05%
260MICROCHIP TECHNOLOGY INC.MCHPP10,837$524,6160.04%
261NOVARTIS AGNVSEF4,700$524,0050.04%
262MONDELEZ INTL INC6092071057,660$523,3110.04%
263ISHARES TR46429B65510,200$520,7100.04%
264ISHARES TR4642876221,693$519,4040.04%
265CAPITAL GRP FIXED INCM ETF T14020Y50819,549$513,8210.04%
266CENCORA INCCOR1,845$513,0760.04%
267HANCOCK JOHN FINL OPPTYS FD40973520615,002$511,7070.04%
268ISHARES TR4642883239,618$506,3880.04%
269VANECK ETF TRUST92189F6762,380$503,2620.04%
270VANECK ETF TRUST92189H7489,440$498,8100.04%
271CHUBB LIMITEDCB1,635$495,2120.04%
272EA SERIES TRUST02072L65614,300$494,8300.04%
273GOLDMAN SACHS ETF TRNVGLF14,853$492,8120.04%
274EXTRA SPACE STORAGE INCEXR3,308$491,2330.04%
275WAFD INCWAFDP16,791$479,8870.04%
276CAPITAL GROUP DIVIDEND VALUE14020W10613,379$478,2420.04%
277HEWLETT PACKARD ENTERPRISE CHPE-PC9,967$475,8250.04%
278VERTEX PHARMACEUTICALS INCVRTX979$474,6620.04%
279VANECK ETF TRUST92189H73014,350$470,5370.04%
280UNION PAC CORPUNP1,984$468,7540.04%
281DIMENSIONAL ETF TRUST25434V81516,552$465,9430.04%
282LINDE PLCLIN997$464,3790.04%
283SYSCO CORPSYY6,160$462,2500.04%
284SHELL PLCRYDAF6,281$460,2290.04%
285MCKESSON CORPMCK682$459,4950.04%
286LAM RESEARCH CORPLRCX6,279$457,8550.04%
287USA COMPRESSION PARTNERS LPUSAC16,800$453,2640.04%
288ISHARES TR46429B5988,797$452,8700.04%
289BLACKROCK RES & COMMODITIESBLK47,599$444,0960.04%
290TAPESTRY INCTPR6,260$440,7670.04%
291AVALONBAY CMNTYS INCAWX2,035$440,2050.04%
292ROPER TECHNOLOGIES INCROP744$438,4770.04%
293BLACKROCK ENERGY & RES TRBLK32,205$437,3480.04%
294JABIL INCJBL3,206$436,2400.04%
295ISHARES TR4642887863,158$435,2040.04%
296S&P GLOBAL INCSPGI855$434,3640.04%
297INTERCONTINENTAL EXCHANGE IN45866F1042,465$425,2310.04%
298HALOZYME THERAPEUTICS INCHALO381$422,9100.04%
299ELECTRONIC ARTS INCEA2,922$422,3210.04%
300LYONDELLBASELL INDUSTRIES NLYB5,965$419,8940.04%
301CAMECO CORPCCJ10,122$416,6220.04%
302GSK PLCGLAXF10,607$415,1430.04%
303CAPITAL GROUP CORE EQUITY ET14020V10812,264$410,6620.04%
304ABRDN HEALTHCARE INVESTORSHQH25,141$408,4240.04%
305SOUTHWEST AIRLS CO84474110811,919$402,3890.03%
306NATIONAL FUEL GAS CONFG4,987$397,4890.03%
307WISDOMTREE TRWT8,334$395,6980.03%
308SPDR SER TR78464A28415,636$394,3470.03%
309INVESCO EXCH TRADED FD TR IIIVZ8,306$392,5360.03%
310FISERV INCFISV1,775$391,9390.03%
311DUTCH BROS INCBROS6,300$388,9620.03%
312ISHARES TR46428822433,588$383,5730.03%
313INTUITIVE SURGICAL INCISRG774$383,3390.03%
314ISHARES TR4642877053,183$381,1010.03%
315ISHARES TR4642894381,805$380,8190.03%
316RITHM CAPITAL CORPRITM-PF33,241$380,6090.03%
317M & T BK CORP55261F1042,119$378,7720.03%
318PRICE T ROWE GROUP INCTROW4,119$378,4130.03%
319PHILIP MORRIS INTL INC7181721092,363$378,0530.03%
320PENNYMAC MTG INVT TR70931T10325,778$377,6440.03%
321WORKDAY INCWDAY1,616$377,4090.03%
322DIMENSIONAL ETF TRUST25434V83111,367$376,7020.03%
323TRIMBLE INCTRMB5,715$375,1900.03%
324ROCKWELL AUTOMATION INCROK1,448$374,1050.03%
325NUVEEN AMT FREE QLTY MUN INCNU33,122$373,3820.03%
326GLOBAL X FDS37954Y48322,445$373,2670.03%
327SELECT SECTOR SPDR TR81369Y2092,547$371,9450.03%
328CROWN CASTLE INCCCI3,554$370,4220.03%
329REALTY INCOME CORPO6,360$368,9440.03%
330NUVEEN MUNICIPAL CREDIT INCNU29,969$368,9080.03%
331KRAFT HEINZ COKHC12,050$366,6820.03%
332F5 INCFFIV1,372$365,3220.03%
333DROPBOX INCDBX13,574$362,5620.03%
334NUVEEN AMT FREE MUN CR INC FNU28,963$360,8470.03%
335TELEFONAKTIEBOLAGET LM ERICS29482160846,473$360,6300.03%
336US FOODS HLDG CORPUSFD5,477$358,5240.03%
337REPUBLIC SVCS INC7607591001,472$356,4140.03%
338GOLDMAN SACHS GROUP INCGSCE649$354,5640.03%
339DIMENSIONAL ETF TRUST25434V1049,195$353,4620.03%
340EXPEDIA GROUP INCEXPE2,092$351,7410.03%
341AUTODESK INCADSK1,338$350,2880.03%
342AAON INCAAON4,461$348,5120.03%
343BJS WHSL CLUB HLDGS INC05550J1013,050$348,0050.03%
344EATON VANCE LIMITED DURATIONETN34,721$346,5160.03%
345SCHWAB STRATEGIC TR80852450813,029$341,3620.03%
346WISDOMTREE TRWT8,065$339,3690.03%
347JOHNSON CTLS INTL PLCG515021054,209$338,7600.03%
348HUBBELL INCHUBB1,021$337,8590.03%
349BOOKING HOLDINGS INCBKNG73$336,4010.03%
350ASSURANT INCAIZN1,603$336,2290.03%
351ISHARES TR4642871502,684$327,4480.03%
352VANGUARD WORLD FD92204A702603$326,8080.03%
353VANGUARD WORLD FD9219108161,047$323,4790.03%
354SCHWAB STRATEGIC TR80852477113,616$321,4810.03%
355ISHARES TR4642875981,709$321,4810.03%
356AMERICAN TOWER CORP NEW03027X1001,477$321,4460.03%
357NETAPP INCNTAP3,640$319,6990.03%
358AMERICAN EXPRESS COAXP1,177$316,7620.03%
359DIMENSIONAL ETF TRUST25434V20310,115$315,8910.03%
360NXP SEMICONDUCTORS N VNXPI1,635$312,3710.03%
361VANGUARD WHITEHALL FDS9219468103,705$307,3160.03%
362DIMENSIONAL ETF TRUST25434V7089,262$305,5450.03%
363INVESCO MUN OPPORTUNITY TRIVZ31,741$301,2250.03%
364COPART INCCPRT5,307$300,2680.03%
365DIMENSIONAL ETF TRUST25434V8077,565$297,7550.03%
366SS&C TECHNOLOGIES HLDGS INCSSNC3,551$296,6150.03%
367ROSS STORES INCROST2,307$294,8120.03%
368ANNALY CAPITAL MANAGEMENT INNLY-PJ14,463$293,7440.03%
369SPDR SER TR78464A5085,731$292,6820.03%
370ETF SER SOLUTIONS26922B1059,050$292,4650.03%
371CUMMINS INCCMI926$290,3240.02%
372EATON VANCE TAX ADVT DIV INCETN12,165$283,0780.02%
373CORTEVA INCCTVA4,441$279,4720.02%
374ALLSPRING MULTI SECTOR INCOMERC30,000$278,7800.02%
375METLIFE INCMET-PF3,460$277,8030.02%
376LIBERTY ALL STAR EQUITY FD53015810442,222$276,5540.02%
377PNC FINL SVCS GROUP INC6934751051,571$276,1680.02%
378GLOBAL X FDS37954Y2934,300$274,3830.02%
379ASTRAZENECA PLCAZN3,688$271,0550.02%
380ISHARES TR46434VBD110,700$269,1050.02%
381SPX TECHNOLOGIES INCSPXC2,068$266,3170.02%
382ISHARES TR4642878042,534$265,0030.02%
383BUILDERS FIRSTSOURCE INCBLDR2,103$261,8890.02%
384INVESCO EXCHANGE TRADED FD TIVZ6,915$261,7900.02%
385TARGET CORPTGT2,497$260,5280.02%
386BRANDYWINEGBL GBL INCM OPP F10537L10431,000$258,8500.02%
387ISHARES S&P GSCI COMMODITY-ISMCF11,348$258,3940.02%
388ELEVANCE HEALTH INCELV594$258,3660.02%
389NUSHARES ETF TRNU3,282$256,9410.02%
390SELECT SECTOR SPDR TR81369Y8031,242$256,3860.02%
391GOLUB CAP BDC INC38173M10216,869$255,3920.02%
392EATON VANCE TX ADV GLBL DIVETN14,008$255,2270.02%
393INVESCO QUALITY MUN INCOME TIVZ26,353$255,0940.02%
394CONSTELLATION BRANDS INCSTZ1,386$254,3590.02%
395GLOBAL X FDS37954Y4756,421$253,5610.02%
396VANGUARD INDEX FDS922908595999$251,6300.02%
397INVESCO ADVANTAGE MUN INCOMEIVZ29,340$250,5660.02%
398SCHWAB CHARLES CORPSCHW-PJ3,192$249,8350.02%
399INVESCO EXCHANGE TRADED FD TIVZ2,112$246,1100.02%
400D R HORTON INC23331A1091,930$245,3630.02%
401DIAGEO PLCDGEAF2,332$244,3970.02%
402APA CORPORATIONAPA800$242,4000.02%
403TRAVELERS COMPANIES INCTRV913$241,5290.02%
404WELLS FARGO CO NEW949746804201$241,3610.02%
405ISHARES TR4642885702,350$240,6770.02%
406ISHARES TR4642874992,827$240,4920.02%
407INVESCO EXCHANGE TRADED FD TIVZ3,710$239,3390.02%
408EXPAND ENERGY CORPORATIONEXE100$239,2500.02%
409DIMENSIONAL ETF TRUST25434V7245,795$238,7960.02%
410NUSHARES ETF TRNU5,514$236,6550.02%
411PHILLIPS 66PSX1,916$236,5710.02%
412COSTCO WHSL CORP NEW22160K90528$236,4780.02%
413GOLDMAN SACHS ETF TRNVGLF2,357$236,1240.02%
414MIDCAP FINANCIAL INVSTMNT CO03761U50218,292$235,2340.02%
415SPDR S&P MIDCAP 400 ETF TRMDY439$234,0020.02%
416ISHARES TR4642871192,850$230,8220.02%
417VANGUARD WORLD FD92204A504871$230,4600.02%
418WESTERN ASSET HIGH INCOM FD95766J10254,092$226,1060.02%
419ISHARES TR4642882733,523$223,8160.02%
420ARCOS DORADOS HOLDINGS INCARCO27,424$221,0370.02%
421TELEDYNE TECHNOLOGIES INCTDY444$220,9830.02%
422ONEOK INC NEWOKE2,198$218,0860.02%
423GLOBAL X FDS37954Y6735,756$217,1650.02%
424ISHARES TR46429B7472,098$217,0710.02%
425ISHARES TR4642886384,098$215,2420.02%
426STRYKER CORPORATIONSYK578$215,1610.02%
427SCHWAB STRATEGIC TR80852480510,877$215,1480.02%
428PALO ALTO NETWORKS INCPANW1,260$215,0210.02%
429SCHWAB STRATEGIC TR8085247555,923$214,0720.02%
430ISHARES TR4642876711,681$213,6210.02%
431NVIDIA CORPORATIONNVDA50$213,0750.02%
432KEYCORP49326710813,238$211,6710.02%
433ILLINOIS TOOL WKS INC452308109844$210,4960.02%
434PALANTIR TECHNOLOGIES INCPLTR2,487$209,9030.02%
435BANK AMERICA CORP060505682168$207,9920.02%
436HALEON PLCHLNCF20,180$207,6430.02%
437SPDR DOW JONES INDL AVERAGE78467X109490$206,1270.02%
438FASTENAL COFAST2,657$206,0740.02%
439SCHWAB STRATEGIC TR8085244097,696$204,5720.02%
440ISHARES TR4642888773,463$204,1090.02%
441OLD DOMINION FREIGHT LINE INODFL1,217$201,4130.02%
442EOG RES INCEOG100$200,5000.02%
443HERSHEY COHSY1,162$198,8050.02%
444NEUBERGER BERMAN HIGH YIELD64128C10626,000$198,6400.02%
445DARDEN RESTAURANTS INCDRI955$198,4110.02%
446JANUS DETROIT STR TR47103U8524,353$196,7510.02%
447ISHARES TR4642871761,756$195,0740.02%
448CVS HEALTH CORPCVS2,869$194,3490.02%
449ISHARES INC46434G8635,524$193,0640.02%
450CISCO SYS INCCSCO200$193,0000.02%
451NYLI MACKAY DEFINEDTERM MUNIMMD12,617$190,2670.02%
452ENERGY TRANSFER L PET-PI10,143$188,5550.02%
453GENCO SHIPPING & TRADING LTDGNK14,000$187,0400.02%
454VANGUARD INDEX FDS9229085121,163$186,7660.02%
455BROOKFIELD REAL ASSETS INCOMRA13,888$182,7610.02%
456ISHARES INC4642864753,257$181,1220.02%
457DIMENSIONAL ETF TRUST25434V4012,943$177,9930.02%
458SELECT SECTOR SPDR TR81369Y8521,834$176,8890.02%
459ISHARES TR4642886875,724$175,8980.02%
460VANGUARD ADMIRAL FDS INC921932505514$171,9230.01%
461CITIGROUP INCC-PR150$171,0000.01%
462FRANKLIN BSP RLTY TR INC35243J10112,938$169,4240.01%
463ISHARES TR4642875151,890$168,1910.01%
464SELECT SECTOR SPDR TR81369Y407851$168,0840.01%
465ISHARES TR4642874401,755$167,3530.01%
466BLACKROCK MUNIYIELD FD INCBLK15,677$166,2420.01%
467SPDR INDEX SHS FDS78463X8894,461$162,4250.01%
468ISHARES TR464287648635$162,3310.01%
469VANGUARD WORLD FD92204A4051,341$160,2440.01%
470NUVEEN QUALITY MUNCP INCOMENU13,505$156,6030.01%
471INVESCO TR INVT GRADE MUNSIVZ15,721$156,5780.01%
472ISHARES TR46435G4095,115$155,0360.01%
473FRANKLIN RESOURCES INCBEN7,816$152,9510.01%
474VANGUARD WHITEHALL FDS9219464061,180$152,1730.01%
475VANECK ETF TRUST92189H1024,430$151,1070.01%
476HEWLETT PACKARD ENTERPRISE CHPE-PC250$148,7500.01%
477VANECK ETF TRUST92189F1063,215$147,7940.01%
478SPDR S&P 500 ETF TRSPY57$147,1120.01%
479KROGER COKR2,165$146,5550.01%
480ISHARES TR4642874811,234$144,9830.01%
481ISHARES TR4642874651,763$144,0820.01%
4823M COMMM977$143,4800.01%
483GOLDMAN SACHS BDC INCGSBD12,292$142,9570.01%
484XAI OCTAGN FLT RAT & ALT INM98400T10623,665$141,6830.01%
485PUBLIC STORAGE OPER COPSA-PS470$140,5410.01%
486VANGUARD SCOTTSDALE FDS92206C6801,509$140,0330.01%
487ISHARES TR4642872343,188$139,3160.01%
488WEYERHAEUSER CO MTN BEWY4,735$138,6410.01%
489NUVEEN MUN HIGH INCOME OPPORNU12,600$138,2900.01%
490ISHARES TR4642884141,280$134,9630.01%
491ZOETIS INCZTS816$134,3420.01%
492ARCHER DANIELS MIDLAND COADM2,750$132,0280.01%
493EOG RES INCEOG100$132,0000.01%
494VANGUARD WORLD FD92204A3061,008$130,7940.01%
495VANGUARD WORLD FD9219107331,330$130,2740.01%
496DIMENSIONAL ETF TRUST25434V7734,990$128,9420.01%
497XAI MADISON EQUITY PREMIUM IMCN20,255$127,8090.01%
498ISHARES TR4642882402,298$127,4290.01%
499DIMENSIONAL ETF TRUST25434V6092,465$126,9320.01%
500ISHARES TR46434V6393,254$126,8080.01%