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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 (Amended)

Atria Wealth Solutions, Inc.

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001420506-23-000407

Total Value
$5.78B
Positions
3,521
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL795,039$109.9M2.89%
2VANGUARD BD INDEX FDS9219378271,396,145$104.5M2.75%
3MICROSOFT CORPMSFT222,386$51.8M1.36%
4VANGUARD TAX-MANAGED FDS9219438581,364,050$49.6M1.30%
5VANGUARD INDEX FDS922908736215,115$46.0M1.21%
6ISHARES TR464287200128,245$46.0M1.21%
7FIRST TR EXCHANGE-TRADED FD33739Q408752,972$44.7M1.18%
8AMAZON COM INCAMZN382,701$43.2M1.14%
9ISHARES TR46428720098,614$35.4M0.93%
10VANGUARD INDEX FDS922908744281,251$34.7M0.91%
11VANGUARD BD INDEX FDS921937827455,368$34.1M0.90%
12APPLE INCAAPL242,319$33.5M0.88%
13VANGUARD CHARLOTTE FDS92203J407691,158$33.0M0.87%
14ISHARES TR46428720089,447$32.1M0.84%
15APPLE INCAAPL229,423$31.7M0.83%
16VANGUARD BD INDEX FDS921937835443,516$31.6M0.83%
17TESLA INCTSLA112,665$29.9M0.79%
18ISHARES TR46435G425369,256$29.3M0.77%
19SPDR SER TR78468R663284,295$26.0M0.69%
20INVESCO QQQ TRIVZ96,486$25.8M0.68%
21ISHARES TR46436E718248,548$24.9M0.66%
22ISHARES TR46434V613514,291$22.9M0.60%
23NVIDIA CORPORATIONNVDA186,313$22.6M0.60%
24SPDR S&P 500 ETF TRSPY62,686$22.5M0.59%
25VANGUARD SCOTTSDALE FDS92206C730126,028$20.6M0.54%
26SELECT SECTOR SPDR TR81369Y886310,898$20.4M0.54%
27SPDR S&P 500 ETF TRSPY56,855$20.3M0.53%
28INVESCO QQQ TRIVZ75,819$20.3M0.53%
29APPLE INCAAPL144,223$19.9M0.52%
30VANGUARD INDEX FDS92290836359,781$19.7M0.52%
31ISHARES TR46429B267852,994$19.4M0.51%
32VANGUARD INDEX FDS92290836358,538$19.3M0.51%
33VANGUARD SPECIALIZED FUNDS921908844141,216$19.1M0.50%
34VANGUARD INTL EQUITY INDEX F922042858523,042$19.1M0.50%
35VANGUARD INDEX FDS922908744152,266$18.8M0.49%
36VANGUARD INDEX FDS92290836355,847$18.3M0.48%
37ALPHABET INCGOOG188,361$18.0M0.47%
38MICROSOFT CORPMSFT75,475$17.6M0.46%
39ISHARES TR46432F339168,190$17.5M0.46%
40VANGUARD WHITEHALL FDS921946406183,844$17.4M0.46%
41INVESCO ACTIVELY MANAGED ETFIVZ344,908$17.0M0.45%
42BERKSHIRE HATHAWAY INC DELBRK-A63,744$17.0M0.45%
43SCHWAB STRATEGIC TR808524797254,481$16.9M0.44%
44ISHARES TR46435G425196,213$15.6M0.41%
45MICROSOFT CORPMSFT64,840$15.1M0.40%
46APOLLO MED HLDGS INCASTH382,854$14.9M0.39%
47VANGUARD BD INDEX FDS921937819203,113$14.9M0.39%
48VANGUARD SCOTTSDALE FDS92206C771321,217$14.5M0.38%
49PEPSICO INCPEP88,694$14.5M0.38%
50SPDR SER TR78464A409282,524$14.2M0.37%
51MICROSOFT CORPMSFT60,703$14.1M0.37%
52VANGUARD BD INDEX FDS921937793195,106$14.0M0.37%
53SPDR SER TR78468R663151,893$13.9M0.37%
54PACER FDS TR69374H881338,938$13.9M0.37%
55FIDELITY COMWLTH TR315912808334,853$13.9M0.37%
56ALPHABET INCGOOG142,858$13.7M0.36%
57AMAZON COM INCAMZN121,351$13.7M0.36%
58PAYCOM SOFTWARE INCPAYC41,479$13.7M0.36%
59ISHARES TR46434V613305,410$13.6M0.36%
60ISHARES TR464287663215,468$13.5M0.35%
61FIRST TR VALUE LINE DIVID IN33734H106375,879$13.5M0.35%
62JOHNSON & JOHNSONJNJ81,766$13.4M0.35%
63ISHARES TR464288661115,173$13.2M0.35%
64COSTCO WHSL CORP NEW22160K10527,718$13.1M0.34%
65AMAZON COM INCAMZN115,453$13.0M0.34%
66PIMCO DYNAMIC INCOME FD72201Y101671,668$13.0M0.34%
67SPDR S&P 500 ETF TRSPY36,252$13.0M0.34%
68J P MORGAN EXCHANGE TRADED F46641Q332246,338$12.6M0.33%
69ISHARES TR46428720034,892$12.5M0.33%
70VANGUARD SPECIALIZED FUNDS92190884492,099$12.4M0.33%
71FIRST TR EXCHANGE TRAD FD VI33739H101488,434$12.4M0.33%
72ISHARES TR46429B663129,185$11.8M0.31%
73PFIZER INCPFE265,664$11.6M0.31%
74FIRST TR EXCHANGE-TRADED FD33733E104174,323$11.6M0.30%
75FIRST TR EXCHANGE-TRADED FD33733E104173,052$11.5M0.30%
76ISHARES TR464287804130,670$11.4M0.30%
77INVESCO EXCH TRADED FD TR IIIVZ287,822$11.3M0.30%
78PROCTER AND GAMBLE CO74271810988,062$11.1M0.29%
79SPDR SER TR78464A854264,574$11.1M0.29%
80VANGUARD INDEX FDS92290876961,879$11.1M0.29%
81ISHARES TR464288653101,828$11.1M0.29%
82FIRST TR EXCHANGE-TRADED FD33738R506280,336$10.9M0.29%
83CHEVRON CORP NEWCVX75,595$10.9M0.29%
84ISHARES TR46429B697160,650$10.6M0.28%
85ISHARES TR464288877272,349$10.5M0.28%
86ISHARES TR46435G425131,974$10.5M0.28%
87FIRST TR VALUE LINE DIVID IN33734H106292,785$10.5M0.28%
88ABBVIE INCABBV77,557$10.4M0.27%
89VANGUARD INDEX FDS92290875160,764$10.4M0.27%
90ISHARES TR46434V613230,622$10.3M0.27%
91VANGUARD INDEX FDS92290876956,909$10.2M0.27%
92SELECT SECTOR SPDR TR81369Y506139,793$10.1M0.26%
93ISHARES TR464287226104,437$10.1M0.26%
94ENTERPRISE PRODS PARTNERS L293792107422,609$10.0M0.26%
95SPDR S&P 500 ETF TRSPY28,100$10.0M0.26%
96BERKSHIRE HATHAWAY INC DELBRK-A36,884$9.8M0.26%
97ISHARES TR464287804112,887$9.8M0.26%
98VANGUARD WHITEHALL FDS921946406103,135$9.8M0.26%
99FIRST TR EXCHNG TRADED FD VI33740F755467,231$9.7M0.26%
100MERCK & CO INCMRK112,115$9.7M0.25%
101ISHARES TR464288885132,656$9.6M0.25%
102MASTERCARD INCORPORATEDMA33,317$9.5M0.25%
103TESLA INCTSLA35,664$9.5M0.25%
104ISHARES TR46428717689,197$9.4M0.25%
105EXXON MOBIL CORPXOM106,225$9.3M0.24%
106VANGUARD INDEX FDS92290836327,800$9.2M0.24%
107VANGUARD STAR FDS921909768199,376$9.1M0.24%
108DISNEY WALT CO25468710696,155$9.1M0.24%
109JPMORGAN CHASE & COVYLD86,686$9.1M0.24%
110VANGUARD INDEX FDS92290874472,954$9.0M0.24%
111FIRST TR EXCHANGE-TRADED FD33738R506231,563$9.0M0.24%
112INVESCO EXCH TRD SLF IDX FDIVZ417,789$8.7M0.23%
113VANGUARD TAX-MANAGED FDS921943858239,670$8.7M0.23%
114VANGUARD MALVERN FDS922020805181,118$8.7M0.23%
115VANGUARD BD INDEX FDS921937835121,882$8.7M0.23%
116ISHARES TR46429B74790,305$8.7M0.23%
117ISHARES TR46428724284,548$8.7M0.23%
118BRISTOL-MYERS SQUIBB COCELG-RI121,093$8.6M0.23%
119ISHARES TR46429B66394,179$8.6M0.23%
120VISA INCV47,637$8.5M0.22%
121ISHARES TR46429B267367,969$8.4M0.22%
122AMAZON COM INCAMZN73,987$8.4M0.22%
123ADOBE SYSTEMS INCORPORATEDADBE30,295$8.3M0.22%
124INVESCO EXCH TRADED FD TR IIIVZ142,892$8.3M0.22%
125VANECK ETF TRUST92189F437303,928$8.0M0.21%
126VANGUARD INDEX FDS92290873637,082$7.9M0.21%
127SCHWAB STRATEGIC TR808524797118,919$7.9M0.21%
128ISHARES TR464288646158,638$7.8M0.21%
129UNITEDHEALTH GROUP INCUNH15,384$7.8M0.20%
130VANGUARD SPECIALIZED FUNDS92190884456,801$7.7M0.20%
131SCHWAB STRATEGIC TR808524797115,160$7.7M0.20%
132ALPHABET INCGOOG79,348$7.6M0.20%
133ISHARES TR46428841474,127$7.6M0.20%
134INVESCO EXCHANGE TRADED FD TIVZ71,344$7.6M0.20%
135FIRST TR EXCHANGE TRAD FD VI33739H101299,680$7.6M0.20%
136VANGUARD INDEX FDS92290874461,471$7.6M0.20%
137HOME DEPOT INCHD27,403$7.6M0.20%
138QUALCOMM INCQCOM66,854$7.6M0.20%
139INVESCO EXCH TRD SLF IDX FDIVZ366,248$7.5M0.20%
140VERIZON COMMUNICATIONS INCVZ192,650$7.3M0.19%
141AT&T INCT-PC474,680$7.3M0.19%
142VANGUARD TAX-MANAGED FDS921943858199,061$7.2M0.19%
143ISHARES TR46428750732,857$7.2M0.19%
144PACER FDS TR69374H105189,365$7.1M0.19%
145AMGEN INCAMGN31,360$7.1M0.19%
146ISHARES TR46429B697106,468$7.0M0.19%
147ISHARES TR46429B267307,769$7.0M0.18%
148INVESCO QQQ TRIVZ26,128$7.0M0.18%
149ISHARES INC464286533137,466$7.0M0.18%
150ALPHABET INCGOOG71,860$6.9M0.18%
151REALTY INCOME CORPO117,855$6.9M0.18%
152ISHARES TR46432F842128,669$6.8M0.18%
153ISHARES TR46428759849,811$6.8M0.18%
154FIRST TR VALUE LINE DIVID IN33734H106188,724$6.8M0.18%
155GLOBAL X FDS37954Y673291,743$6.7M0.18%
156ISHARES TR46436E619160,657$6.7M0.18%
157VANGUARD MUN BD FDS922907746139,425$6.7M0.18%
158INVESCO QQQ TRIVZ2,509$6.7M0.18%
159VANGUARD INDEX FDS92290876936,959$6.6M0.17%
160ISHARES TR46428722668,404$6.6M0.17%
161ISHARES TR46428717662,815$6.6M0.17%
162ISHARES TR46428750730,044$6.6M0.17%
163SCHWAB STRATEGIC TR808524714142,243$6.6M0.17%
164META PLATFORMS INCMETA48,415$6.6M0.17%
165SCHWAB STRATEGIC TR808524300117,326$6.5M0.17%
166VANGUARD SPECIALIZED FUNDS92190884448,058$6.5M0.17%
167J P MORGAN EXCHANGE TRADED F46641Q837127,926$6.4M0.17%
168ISHARES TR46432F38878,165$6.4M0.17%
169SPDR GOLD TRGLD40,781$6.3M0.17%
170VANGUARD INDEX FDS92290875136,855$6.3M0.17%
171ISHARES TR46428780472,118$6.3M0.17%
172FIDELITY COVINGTON TRUST31609280868,817$6.3M0.16%
173VANGUARD STAR FDS921909768134,857$6.2M0.16%
174VANGUARD BD INDEX FDS92193782782,478$6.2M0.16%
175ISHARES TR46428715076,954$6.1M0.16%
176ISHARES TR464288877158,587$6.1M0.16%
177APPLE INCAAPL43,548$6.0M0.16%
178ISHARES TR464288687189,316$6.0M0.16%
179ISHARES TR46428867954,288$6.0M0.16%
180VANGUARD SCOTTSDALE FDS92206C66489,468$6.0M0.16%
181SELECT SECTOR SPDR TR81369Y20949,187$6.0M0.16%
182ISHARES SILVER TRSLV337,861$5.9M0.16%
183SYPRIS SOLUTIONS INCSYPR3,159,343$5.9M0.15%
184ISHARES TR46428717655,856$5.9M0.15%
185EXXON MOBIL CORPXOM66,782$5.8M0.15%
186META PLATFORMS INCMETA42,971$5.8M0.15%
187ISHARES TR46434V621130,551$5.8M0.15%
188VANGUARD CHARLOTTE FDS92203J407121,447$5.8M0.15%
189STARBUCKS CORPSBUX68,385$5.8M0.15%
190ISHARES TR46428720015,785$5.7M0.15%
191ISHARES TR46428745769,204$5.6M0.15%
192SELECT SECTOR SPDR TR81369Y20946,054$5.6M0.15%
193VANGUARD INDEX FDS92290862929,635$5.6M0.15%
194EXXON MOBIL CORPXOM63,764$5.6M0.15%
195INVESCO EXCH TRADED FD TR IIIVZ82,898$5.6M0.15%
196VANGUARD INDEX FDS92290873625,893$5.5M0.15%
197MERCK & CO INCMRK63,657$5.5M0.14%
198VANGUARD SPECIALIZED FUNDS92190884440,647$5.5M0.14%
199BOEING COBA-PA45,319$5.5M0.14%
200ISHARES TR46428740842,578$5.5M0.14%
201ISHARES TR46428761425,910$5.5M0.14%
202SPDR SER TR78468R606249,677$5.4M0.14%
203FIRST TR EXCHANGE-TRADED FD33739Q40891,632$5.4M0.14%
204SPDR SER TR78464A76347,947$5.3M0.14%
205SELECT SECTOR SPDR TR81369Y80344,986$5.3M0.14%
206FIRST TR EXCHANGE-TRADED FD33738R506137,184$5.3M0.14%
207ISHARES TR46429B74755,423$5.3M0.14%
208ONEOK INC NEWOKE103,211$5.3M0.14%
209ISHARES TR46428750724,107$5.3M0.14%
210BERKSHIRE HATHAWAY INC DELBRK-A13$5.3M0.14%
211ADVANCED MICRO DEVICES INCAMD83,104$5.3M0.14%
212EXXON MOBIL CORPXOM60,232$5.3M0.14%
213VANGUARD SCOTTSDALE FDS92206C40970,151$5.2M0.14%
214VANGUARD INDEX FDS92290873624,234$5.2M0.14%
215BANK AMERICA CORP060505104171,479$5.2M0.14%
216CHEVRON CORP NEWCVX35,909$5.2M0.14%
217VERIZON COMMUNICATIONS INCVZ135,670$5.2M0.14%
218VANGUARD SCOTTSDALE FDS92206C40969,255$5.1M0.14%
219VANGUARD MALVERN FDS922020805106,870$5.1M0.14%
220YUM BRANDS INCYUM48,196$5.1M0.13%
221ISHARES TR46428717648,699$5.1M0.13%
222SELECT SECTOR SPDR TR81369Y20942,169$5.1M0.13%
223VANGUARD INDEX FDS92290876928,424$5.1M0.13%
224VANGUARD SCOTTSDALE FDS92206C10288,271$5.1M0.13%
225DEVON ENERGY CORP NEW25179M10384,237$5.1M0.13%
226WISDOMTREE TRWT90,761$5.0M0.13%
227ISHARES TR46435G672103,494$5.0M0.13%
228ISHARES TR46428759836,692$5.0M0.13%
229ISHARES TR46428724248,320$5.0M0.13%
230API GROUP CORPAPG371,978$4.9M0.13%
231ISHARES TR46428780456,537$4.9M0.13%
232SPDR GOLD TRGLD31,828$4.9M0.13%
233BERKSHIRE HATHAWAY INC DELBRK-A18,302$4.9M0.13%
234ISHARES TR46429B69773,741$4.9M0.13%
235GOLDMAN SACHS ETF TRNVGLF68,351$4.9M0.13%
236TESLA INCTSLA18,231$4.8M0.13%
237MONOLITHIC PWR SYS INC60983910513,253$4.8M0.13%
238ISHARES TR46428730982,493$4.8M0.13%
239ISHARES TR464288877123,835$4.8M0.13%
240ISHARES TR46432F84290,401$4.8M0.13%
241ISHARES TR46428888565,242$4.7M0.12%
242ROCKWELL AUTOMATION INCROK21,853$4.7M0.12%
243VANGUARD INDEX FDS92290855358,378$4.7M0.12%
244INVESCO EXCHANGE TRADED FD TIVZ36,748$4.7M0.12%
245WALMART INCWMT36,027$4.7M0.12%
246MERCK & CO INCMRK53,900$4.7M0.12%
247ISHARES TR46435G474195,102$4.7M0.12%
248SPDR SER TR78464A76341,762$4.7M0.12%
249FIRST TR EXCHANGE-TRADED FD33739Q20097,936$4.6M0.12%
250VANGUARD INDEX FDS92290836314,010$4.6M0.12%
251VANGUARD INDEX FDS92290861132,099$4.6M0.12%
252VANGUARD INDEX FDS92290874436,992$4.6M0.12%
253PIMCO ETF TR72201R83346,155$4.6M0.12%
254ISHARES TR46428888562,836$4.6M0.12%
255SSGA ACTIVE ETF TR78467V608111,113$4.5M0.12%
256BLACKSTONE INCBX53,930$4.5M0.12%
257ISHARES TR46428766371,675$4.5M0.12%
258UNITEDHEALTH GROUP INCUNH8,855$4.5M0.12%
259ALPHABET INCGOOG46,727$4.5M0.12%
260NVIDIA CORPORATIONNVDA36,808$4.5M0.12%
261SELECT SECTOR SPDR TR81369Y80337,550$4.5M0.12%
262SPDR SER TR78468R200146,416$4.4M0.12%
263VANGUARD WORLD FD92191081625,351$4.4M0.12%
264SPDR SER TR78464A508127,803$4.4M0.12%
265MCDONALDS CORPMCD19,089$4.4M0.12%
266ISHARES TR46429B69766,460$4.4M0.12%
267JOHNSON & JOHNSONJNJ26,774$4.4M0.12%
268ISHARES TR46428851360,667$4.3M0.11%
269ISHARES TR46432F84282,164$4.3M0.11%
270ISHARES TR46434V62196,957$4.3M0.11%
271VANGUARD INTL EQUITY INDEX F922042858117,909$4.3M0.11%
272SELECT SECTOR SPDR TR81369Y605140,937$4.3M0.11%
273UNITEDHEALTH GROUP INCUNH8,458$4.3M0.11%
274FIRST TR EXCHANGE-TRADED FD33739Q20089,526$4.2M0.11%
275EDWARDS LIFESCIENCES CORPEW50,912$4.2M0.11%
276ISHARES GOLD TRIAU133,267$4.2M0.11%
277CHEVRON CORP NEWCVX28,929$4.2M0.11%
278ISHARES TR46428720011,555$4.1M0.11%
279CVS HEALTH CORPCVS43,233$4.1M0.11%
280SPROTT PHYSICAL GOLD TRSII321,448$4.1M0.11%
281HOWARD HUGHES CORPHHH73,684$4.1M0.11%
282FIRST TR EXCHNG TRADED FD VI33740F755194,430$4.1M0.11%
283FIRST TRUST LRGCP GWT ALPHAD33735K10847,165$4.0M0.11%
284JOHNSON & JOHNSONJNJ24,661$4.0M0.11%
285SPDR S&P 500 ETF TRSPY11,220$4.0M0.11%
286PIMCO EQUITY SER72202L363117,297$4.0M0.11%
287VANGUARD STAR FDS92190976886,834$4.0M0.10%
288SCHWAB STRATEGIC TR80852483987,619$4.0M0.10%
289SPDR SER TR78464A508114,745$4.0M0.10%
290UNION PAC CORPUNP20,259$3.9M0.10%
291HOME DEPOT INCHD14,204$3.9M0.10%
292ISHARES TR46428722640,609$3.9M0.10%
293NEXTERA ENERGY INCNEE-PW49,770$3.9M0.10%
294ALPHABET INCGOOG40,531$3.9M0.10%
295RAYTHEON TECHNOLOGIES CORPRTX47,584$3.9M0.10%
296AMAZON COM INCAMZN34,215$3.9M0.10%
297ISHARES TR46428770542,936$3.9M0.10%
298SELECT SECTOR SPDR TR81369Y88658,846$3.9M0.10%
299SPDR S&P MIDCAP 400 ETF TRMDY9,531$3.8M0.10%
300VERIZON COMMUNICATIONS INCVZ101,158$3.8M0.10%
301ARBOR REALTY TRUST INCABR-PF333,493$3.8M0.10%
302PACCAR INCPCAR45,806$3.8M0.10%
303PAYLOCITY HLDG CORPPCTY15,812$3.8M0.10%
304VANGUARD TAX-MANAGED FDS921943858104,506$3.8M0.10%
305PFIZER INCPFE86,821$3.8M0.10%
306ISHARES TR46428724237,076$3.8M0.10%
307ISHARES TR46434V62184,867$3.8M0.10%
308LOCKHEED MARTIN CORPLMT9,757$3.8M0.10%
309NVIDIA CORPORATIONNVDA31,010$3.8M0.10%
310VANGUARD INDEX FDS92290862919,979$3.8M0.10%
311ISHARES U S ETF TR46431W853104,946$3.7M0.10%
312ALPHABET INCGOOG39,183$3.7M0.10%
313EPAM SYS INCEPAM10,329$3.7M0.10%
314FIRST TR EXCHANGE-TRADED FD33738R11885,569$3.7M0.10%
315INVESCO EXCH TRADED FD TR IIIVZ33,963$3.7M0.10%
316COSTCO WHSL CORP NEW22160K1057,855$3.7M0.10%
317ISHARES TR46429B65573,780$3.7M0.10%
318ISHARES TR46434V62183,256$3.7M0.10%
319PIMCO DYNAMIC INCOME FD72201Y101188,753$3.7M0.10%
320HOME DEPOT INCHD13,369$3.7M0.10%
321GLOBANT S AGLOB19,699$3.7M0.10%
322GLOBAL X FDS37954Y483234,760$3.7M0.10%
323ISHARES TR46428745745,048$3.7M0.10%
324ISHARES TR46428752311,438$3.6M0.10%
325NORTHERN LTS FD TR IVNTRSO102,420$3.6M0.10%
326GOLDMAN SACHS ETF TRNVGLF88,990$3.6M0.10%
327ISHARES TR46428756467,404$3.6M0.10%
328INTEL CORPINTC139,935$3.6M0.09%
329ABBVIE INCABBV26,850$3.6M0.09%
330FIRST TR EXCHANGE-TRADED FD33733E10454,092$3.6M0.09%
331ISHARES TR46428750716,299$3.6M0.09%
332VANGUARD WORLD FD92191070940,873$3.5M0.09%
333PFIZER INCPFE80,722$3.5M0.09%
334INNOVATOR ETFS TRINHD145,292$3.5M0.09%
335COCA COLA COKO61,984$3.5M0.09%
336VANECK ETF TRUST92189F106144,805$3.5M0.09%
337FIRST TR EXCHNG TRADED FD VI33740F80580,062$3.5M0.09%
338FIDELITY COVINGTON TRUST31609280838,280$3.5M0.09%
339NUVEEN S&P 500 DYNAMIC OVERW6706EW100231,455$3.5M0.09%
340PACER FDS TR69374H88184,558$3.5M0.09%
341ISHARES TR46428858837,853$3.5M0.09%
342ISHARES TR46428752310,798$3.4M0.09%
343VISA INCV19,240$3.4M0.09%
344FIRST TR EXCHNG TRADED FD VI33740F755163,268$3.4M0.09%
345COCA COLA COKO60,246$3.4M0.09%
346SELECT SECTOR SPDR TR81369Y50647,191$3.4M0.09%
347SPDR SER TR78464A40967,480$3.4M0.09%
348SPDR SER TR78464A144121,597$3.4M0.09%
349VANGUARD WHITEHALL FDS92194640635,582$3.4M0.09%
350BERKSHIRE HATHAWAY INC DELBRK-A12,618$3.4M0.09%
351ISHARES TR46432F84263,873$3.4M0.09%
352BILL COM HLDGS INCBILL25,406$3.4M0.09%
353COCA COLA COKO59,638$3.4M0.09%
354VANGUARD INDEX FDS92290855341,638$3.3M0.09%
355PROCTER AND GAMBLE CO74271810926,404$3.3M0.09%
356VANGUARD INDEX FDS92290861123,235$3.3M0.09%
357SCHWAB STRATEGIC TR80852410279,273$3.3M0.09%
358ISHARES TR46428755628,305$3.3M0.09%
359SPDR DOW JONES INDL AVERAGE78467X10911,460$3.3M0.09%
360VANGUARD CHARLOTTE FDS92203J40768,973$3.3M0.09%
361FIDELITY MERRIMACK STR TR31618830973,819$3.3M0.09%
362ISHARES TR46428765519,884$3.3M0.09%
363PACER FDS TR69374H10586,780$3.3M0.09%
364UNITEDHEALTH GROUP INCUNH6,464$3.3M0.09%
365ISHARES TR46428745740,174$3.3M0.09%
366PEPSICO INCPEP19,938$3.3M0.09%
367INVESCO QQQ TRIVZ12,157$3.3M0.09%
368ISHARES TR46428746558,099$3.3M0.09%
369LATTICE STRATEGIES TR518416508100,271$3.2M0.09%
370ISHARES TR46428857048,415$3.2M0.09%
371ISHARES TR46428835659,777$3.2M0.09%
372THERMO FISHER SCIENTIFIC INCTMO6,380$3.2M0.09%
373ALPHABET INCGOOG33,579$3.2M0.08%
374ISHARES GOLD TRIAU101,737$3.2M0.08%
375MICROSOFT CORPMSFT13,743$3.2M0.08%
376BLACKSTONE INCBX38,128$3.2M0.08%
377ISHARES INC46428653362,520$3.2M0.08%
378J P MORGAN EXCHANGE TRADED F46641Q83763,040$3.2M0.08%
379COSTCO WHSL CORP NEW22160K1056,691$3.2M0.08%
380ISHARES TR46428751512,619$3.2M0.08%
381SCHWAB STRATEGIC TR80852420174,260$3.1M0.08%
382FIDELITY COVINGTON TRUST31609230378,256$3.1M0.08%
383WP CAREY INC92936U10944,938$3.1M0.08%
384ALPHABET INCGOOG32,612$3.1M0.08%
385ISHARES GOLD TRIAU99,436$3.1M0.08%
386ISHARES TR46428740824,369$3.1M0.08%
387JPMORGAN CHASE & COVYLD29,921$3.1M0.08%
388SALESFORCE INCCRM21,728$3.1M0.08%
389ALLSTATE CORPALL-PJ24,893$3.1M0.08%
390VANGUARD BD INDEX FDS92193782741,573$3.1M0.08%
391GENERAL MTRS CO37045V10096,735$3.1M0.08%
392VANGUARD INDEX FDS92290865224,376$3.1M0.08%
393FIRST TRUST LRGCP GWT ALPHAD33735K10835,988$3.1M0.08%
394ISHARES TR46432F83460,223$3.1M0.08%
395DEERE & CODE9,182$3.1M0.08%
396SELECT SECTOR SPDR TR81369Y80325,761$3.1M0.08%
397VANGUARD BD INDEX FDS92193783542,863$3.1M0.08%
398J P MORGAN EXCHANGE TRADED F46641Q83760,887$3.1M0.08%
399KKR & CO INCKKRT70,789$3.0M0.08%
400BROADCOM INCAVGO6,851$3.0M0.08%
401JPMORGAN CHASE & COVYLD29,044$3.0M0.08%
402AMERICAN EXPRESS COAXP22,445$3.0M0.08%
403HONEYWELL INTL INC43851610618,091$3.0M0.08%
404SELECT SECTOR SPDR TR81369Y30845,264$3.0M0.08%
405NORTHROP GRUMMAN CORPNOC6,411$3.0M0.08%
406ISHARES TR46429B68952,835$3.0M0.08%
407HERCULES CAPITAL INCHCXY259,874$3.0M0.08%
408ENERGY TRANSFER L PET-PI272,345$3.0M0.08%
409SPDR INDEX SHS FDS78463X47569,802$3.0M0.08%
410FIRST TR EXCHANGE-TRADED FD33733E50052,373$3.0M0.08%
411ABBOTT LABSABLZF30,670$3.0M0.08%
412AUTOMATIC DATA PROCESSING INADP13,011$3.0M0.08%
413SPDR DOW JONES INDL AVERAGE78467X10910,250$2.9M0.08%
414ISHARES TR46428746551,997$2.9M0.08%
415HOME DEPOT INCHD10,548$2.9M0.08%
416JOHNSON & JOHNSONJNJ17,780$2.9M0.08%
417VISA INCV16,321$2.9M0.08%
418LATTICE STRATEGIES TR51841640981,993$2.9M0.08%
419ICL GROUP LTDICL1,000$2.9M0.08%
420CHEVRON CORP NEWCVX19,986$2.9M0.08%
421DUKE ENERGY CORP NEWDUKB30,846$2.9M0.08%
422HANNON ARMSTRONG SUST INFR C41068X10095,520$2.9M0.08%
423INVESCO EXCHANGE TRADED FD TIVZ71,640$2.8M0.07%
424SCHWAB STRATEGIC TR80852483962,668$2.8M0.07%
425WASTE MGMT INC DEL94106L10917,692$2.8M0.07%
426UBER TECHNOLOGIES INCUBER106,894$2.8M0.07%
427ABBVIE INCABBV21,085$2.8M0.07%
428LOWES COS INC54866110715,060$2.8M0.07%
429KKR & CO INCKKRT65,544$2.8M0.07%
430ISHARES TR46428722629,236$2.8M0.07%
431ABBVIE INCABBV20,873$2.8M0.07%
432SELECT SECTOR SPDR TR81369Y50638,846$2.8M0.07%
433LILLY ELI & COLLY8,627$2.8M0.07%
434VANGUARD CHARLOTTE FDS92203J40758,192$2.8M0.07%
435VANGUARD BD INDEX FDS92193781937,794$2.8M0.07%
436SPDR SER TR78464A383128,986$2.8M0.07%
437LILLY ELI & COLLY8,545$2.8M0.07%
438ISHARES TR46432F85959,917$2.8M0.07%
439SCHWAB STRATEGIC TR80852430049,494$2.8M0.07%
440ISHARES TR46428743226,940$2.8M0.07%
441ISHARES TR46428865325,310$2.8M0.07%
442SALESFORCE INCCRM19,169$2.8M0.07%
443AMPLIFY ETF TR03210840986,137$2.8M0.07%
444NVIDIA CORPORATIONNVDA22,627$2.7M0.07%
445ISHARES TR46428851338,440$2.7M0.07%
446CONOCOPHILLIPSCOP26,777$2.7M0.07%
447VANGUARD WORLD FDS92204A50412,187$2.7M0.07%
448BERKSHIRE HATHAWAY INC DELBRK-A10,204$2.7M0.07%
449CISCO SYS INCCSCO68,070$2.7M0.07%
450VANGUARD SCOTTSDALE FDS92206C68049,956$2.7M0.07%
451VERIZON COMMUNICATIONS INCVZ71,452$2.7M0.07%
452ISHARES TR46435G474113,303$2.7M0.07%
453VANGUARD BD INDEX FDS92193783537,874$2.7M0.07%
454VANGUARD INTL EQUITY INDEX F92204285873,888$2.7M0.07%
455SELECT SECTOR SPDR TR81369Y30840,368$2.7M0.07%
456ISHARES INC46434G855143,520$2.7M0.07%
457PROCTER AND GAMBLE CO74271810921,311$2.7M0.07%
458ORACLE CORPORCL-PD43,931$2.7M0.07%
459ISHARES INC46428653352,815$2.7M0.07%
460VANGUARD INDEX FDS92290875115,632$2.7M0.07%
461FIRST TR EXCHNG TRADED FD VI33740U80293,147$2.7M0.07%
462ISHARES TR46428761412,591$2.6M0.07%
463VANGUARD INDEX FDS92290862914,079$2.6M0.07%
464ISHARES TR46432F84250,229$2.6M0.07%
465FIDELITY COVINGTON TRUST31609280829,075$2.6M0.07%
466VANGUARD TAX-MANAGED FDS92194385872,699$2.6M0.07%
467LOCKHEED MARTIN CORPLMT6,837$2.6M0.07%
468ISHARES TR46428762213,321$2.6M0.07%
469BANK AMERICA CORP06050510486,460$2.6M0.07%
470THERMO FISHER SCIENTIFIC INCTMO5,139$2.6M0.07%
471ISHARES TR46428716824,312$2.6M0.07%
472VANGUARD SCOTTSDALE FDS92206C71443,359$2.6M0.07%
473ISHARES TR46436E76792,893$2.6M0.07%
474PAYPAL HLDGS INCPYPL30,174$2.6M0.07%
475ALTRIA GROUP INCMO64,302$2.6M0.07%
476VANGUARD INDEX FDS92290851221,274$2.6M0.07%
477ISHARES TR46432F39619,739$2.6M0.07%
478ISHARES TR46428730944,619$2.6M0.07%
479NEXTERA ENERGY PARTNERS LPNEE-PW35,634$2.6M0.07%
480VANECK ETF TRUST92189F486103,607$2.6M0.07%
481NORTHROP GRUMMAN CORPNOC5,469$2.6M0.07%
482ISHARES TR46428756447,854$2.6M0.07%
483FIRST TR EXCHNG TRADED FD VI33740F80558,935$2.6M0.07%
484SPDR GOLD TRGLD16,570$2.6M0.07%
485ISHARES TR46428722626,557$2.6M0.07%
486SELECT SECTOR SPDR TR81369Y30838,268$2.6M0.07%
487ISHARES TR46429B74726,382$2.5M0.07%
488GLOBAL NET LEASE INCGNL-PE237,575$2.5M0.07%
489VANGUARD BD INDEX FDS92193782733,750$2.5M0.07%
490DISNEY WALT CO25468710626,763$2.5M0.07%
491FIRST TR EXCH TRADED FD III33739E108150,980$2.5M0.07%
492ISHARES TR46435G193115,613$2.5M0.07%
493INTERNATIONAL BUSINESS MACHSINTR21,104$2.5M0.07%
494VANGUARD SCOTTSDALE FDS92206C57334,551$2.5M0.07%
495ISHARES TR46429B74726,037$2.5M0.07%
496AT&T INCT-PC162,965$2.5M0.07%
497TARGET CORPTGT16,794$2.5M0.07%
498ISHARES TR46428764812,049$2.5M0.07%
499NIKE INCNKE29,816$2.5M0.07%
500VANGUARD INDEX FDS92290873611,581$2.5M0.07%