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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

Atria Wealth Solutions, Inc.

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001420506-23-001374

Total Value
$7.33B
Positions
3,942
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL711,258$138.0M2.91%
2VANGUARD BD INDEX FDS9219378271,121,353$84.7M1.78%
3NVIDIA CORPORATIONNVDA164,413$69.5M1.46%
4MICROSOFT CORPMSFT189,609$64.6M1.36%
5VANGUARD TAX-MANAGED FDS9219438581,355,668$62.6M1.32%
6VANGUARD INDEX FDS922908736216,771$61.3M1.29%
7ISHARES TR464287200136,013$60.6M1.28%
8INVESCO QQQ TRIVZ157,746$58.3M1.23%
9ISHARES TR464287200111,459$49.7M1.05%
10APPLE INCAAPL245,669$47.7M1.00%
11VANGUARD INDEX FDS922908744307,427$43.7M0.92%
12APPLE INCAAPL219,320$42.5M0.90%
13AMAZON COM INCAMZN314,778$41.0M0.86%
14ISHARES TR46428720090,074$40.1M0.85%
15INVESCO QQQ TRIVZ108,451$40.1M0.84%
16VANGUARD BD INDEX FDS921937827528,597$39.9M0.84%
17SPDR S&P 500 ETF TRSPY86,217$38.3M0.81%
18ISHARES TR46434V613810,743$36.9M0.78%
19VANGUARD CHARLOTTE FDS92203J407726,972$35.5M0.75%
20TRUST FOR PROFESSIONAL MANAG89834G7291,274,590$34.4M0.72%
21ISHARES TR46432F339253,967$34.3M0.72%
22APPLE INCAAPL173,621$33.7M0.71%
23TESLA INCTSLA119,045$31.2M0.66%
24VANGUARD BD INDEX FDS921937835427,058$31.0M0.65%
25VANGUARD INDEX FDS92290836375,168$30.7M0.65%
26INVESCO ACTIVELY MANAGED ETFIVZ574,481$28.5M0.60%
27VANGUARD INDEX FDS92290836365,160$26.6M0.56%
28ISHARES TR46436E718263,750$26.5M0.56%
29SPDR S&P 500 ETF TRSPY55,894$24.8M0.52%
30MICROSOFT CORPMSFT72,530$24.7M0.52%
31J P MORGAN EXCHANGE TRADED F46641Q332433,947$24.0M0.51%
32VANGUARD SPECIALIZED FUNDS921908844145,460$23.7M0.50%
33MICROSOFT CORPMSFT69,540$23.7M0.50%
34FIRST TR EXCHANGE-TRADED FD33739Q408396,953$23.6M0.50%
35VANGUARD INDEX FDS92290836357,138$23.3M0.49%
36ISHARES TR46428720051,198$22.8M0.48%
37ALPHABET INCGOOG188,991$22.6M0.48%
38VANGUARD SCOTTSDALE FDS92206C730111,540$22.5M0.47%
39MICROSOFT CORPMSFT66,003$22.5M0.47%
40VANGUARD INTL EQUITY INDEX F922042858543,486$22.1M0.47%
41ISHARES TR46432F339161,556$21.8M0.46%
42TRUST FOR PROFESSIONAL MANAG89834G752728,224$21.6M0.45%
43J P MORGAN EXCHANGE TRADED F46641Q837416,026$20.9M0.44%
44ISHARES TR46434V613455,195$20.7M0.44%
45VANGUARD WHITEHALL FDS921946406194,602$20.6M0.43%
46VANGUARD INDEX FDS922908744141,449$20.1M0.42%
47FIDELITY COMWLTH TR315912808361,192$19.5M0.41%
48ISHARES TR46434V613411,316$18.7M0.39%
49SELECT SECTOR SPDR TR81369Y886282,391$18.5M0.39%
50SPDR S&P 500 ETF TRSPY41,436$18.4M0.39%
51ISHARES TR464287663230,809$18.1M0.38%
52ISHARES TR46428720040,394$18.0M0.38%
53ISHARES TR464288885184,399$17.6M0.37%
54BERKSHIRE HATHAWAY INC DELBRK-A51,041$17.4M0.37%
55AMAZON COM INCAMZN132,394$17.3M0.36%
56FIRST TR VALUE LINE DIVID IN33734H106418,337$16.8M0.35%
57SPDR SER TR78468R663177,935$16.3M0.34%
58VANGUARD INDEX FDS92290873656,749$16.1M0.34%
59PACER FDS TR69374H881325,237$15.6M0.33%
60ISHARES TR464288588166,021$15.5M0.33%
61ALPHABET INCGOOG127,786$15.5M0.33%
62PEPSICO INCPEP80,710$14.9M0.31%
63ISHARES TR46429B663148,289$14.9M0.31%
64NVIDIA CORPORATIONNVDA35,329$14.9M0.31%
65SPDR SER TR78464A409243,929$14.9M0.31%
66TRUST FOR PROFESSIONAL MANAG89834G737574,892$14.7M0.31%
67SELECT SECTOR SPDR TR81369Y80384,109$14.6M0.31%
68VANGUARD TAX-MANAGED FDS921943858315,014$14.5M0.31%
69ISHARES TR46429B697195,602$14.5M0.31%
70VANGUARD BD INDEX FDS921937819192,749$14.5M0.31%
71ISHARES TR46429B655284,772$14.5M0.30%
72SPDR SER TR78464A854273,419$14.2M0.30%
73COSTCO WHSL CORP NEW22160K10526,398$14.2M0.30%
74VANGUARD SCOTTSDALE FDS92206C771307,756$14.2M0.30%
75ISHARES TR46434V860277,024$14.0M0.30%
76BERKSHIRE HATHAWAY INC DELBRK-A41,161$14.0M0.30%
77VANGUARD BD INDEX FDS921937793186,048$13.9M0.29%
78SPDR S&P 500 ETF TRSPY31,399$13.9M0.29%
79SCHWAB STRATEGIC TR808524797190,154$13.8M0.29%
80ISHARES TR46435G425136,299$13.3M0.28%
81VANGUARD INDEX FDS92290874492,599$13.2M0.28%
82FIRST TR VALUE LINE DIVID IN33734H106323,635$13.0M0.27%
83VANGUARD INDEX FDS92290876958,881$13.0M0.27%
84ISHARES TR46436E718128,112$12.9M0.27%
85NVIDIA CORPORATIONNVDA30,427$12.9M0.27%
86PIMCO DYNAMIC INCOME FD72201Y101676,368$12.7M0.27%
87FIRST TR EXCHANGE-TRADED FD33733E104168,794$12.7M0.27%
88AMAZON COM INCAMZN97,099$12.7M0.27%
89PAYCOM SOFTWARE INCPAYC39,303$12.6M0.27%
90ADOBE SYSTEMS INCORPORATEDADBE25,671$12.6M0.26%
91VANGUARD INDEX FDS92290836330,476$12.4M0.26%
92META PLATFORMS INCMETA43,265$12.4M0.26%
93TESLA INCTSLA47,315$12.4M0.26%
94ISHARES TR464287804123,704$12.3M0.26%
95VANGUARD INDEX FDS92290874486,597$12.3M0.26%
96NVIDIA CORPORATIONNVDA28,840$12.2M0.26%
97APPLE INCAAPL62,611$12.1M0.26%
98APOLLO MED HLDGS INCASTH382,854$12.1M0.25%
99INVESCO EXCH TRADED FD TR IIIVZ290,773$12.0M0.25%
100INVESCO QQQ TRIVZ32,357$12.0M0.25%
101ISHARES TR464287226121,635$11.9M0.25%
102ISHARES TR464288877242,657$11.9M0.25%
103VANGUARD INDEX FDS92290875159,635$11.9M0.25%
104MASTERCARD INCORPORATEDMA29,825$11.7M0.25%
105ISHARES TR464288661101,725$11.7M0.25%
106BELITE BIO INCBLTE814,498$11.6M0.25%
107ALPHABET INCGOOG96,943$11.6M0.24%
108META PLATFORMS INCMETA40,307$11.6M0.24%
109AMAZON COM INCAMZN88,585$11.5M0.24%
110ISHARES INC46434G103232,643$11.5M0.24%
111PROCTER AND GAMBLE CO74271810974,672$11.3M0.24%
112ISHARES TR46429B267493,522$11.3M0.24%
113INVESCO QQQ TRIVZ30,222$11.2M0.24%
114ISHARES TR464288414104,033$11.1M0.23%
115JPMORGAN CHASE & COVYLD75,922$11.0M0.23%
116ISHARES TR464288513146,482$11.0M0.23%
117SCHWAB STRATEGIC TR808524797150,228$10.9M0.23%
118VANGUARD SPECIALIZED FUNDS92190884466,968$10.9M0.23%
119CHEVRON CORP NEWCVX69,029$10.9M0.23%
120JOHNSON & JOHNSONJNJ64,489$10.7M0.22%
121ISHARES TR46428724298,510$10.7M0.22%
122VANGUARD SPECIALIZED FUNDS92190884465,272$10.6M0.22%
123UNITEDHEALTH GROUP INCUNH21,916$10.5M0.22%
124ISHARES GOLD TRIAU287,200$10.5M0.22%
125VISA INCV43,702$10.4M0.22%
126SCHWAB STRATEGIC TR808524862215,099$10.3M0.22%
127VANGUARD INDEX FDS92290876946,507$10.2M0.22%
128ISHARES TR464287804101,815$10.1M0.21%
129ISHARES TR46432F842147,575$10.0M0.21%
130SPDR GOLD TRGLD55,766$9.9M0.21%
131MERCK & CO INCMRK85,561$9.9M0.21%
132VANGUARD SPECIALIZED FUNDS92190884460,975$9.9M0.21%
133ISHARES TR464288588105,860$9.9M0.21%
134FIRST TR EXCHANGE-TRADED FD33738D606442,891$9.9M0.21%
135INVESCO EXCH TRD SLF IDX FDIVZ473,731$9.7M0.21%
136VANGUARD BD INDEX FDS921937835133,522$9.7M0.20%
137EXXON MOBIL CORPXOM90,089$9.7M0.20%
138VANGUARD INDEX FDS92290836323,423$9.6M0.20%
139PFIZER INCPFE260,550$9.6M0.20%
140ISHARES TR46428772185,986$9.4M0.20%
141FIRST TR EXCHNG TRADED FD VI33740F755370,336$9.3M0.20%
142ISHARES TR46428761433,270$9.2M0.19%
143VANGUARD INDEX FDS92290876941,409$9.1M0.19%
144FIRST TR EXCHANGE-TRADED FD33738R506191,984$9.0M0.19%
145ALPHABET INCGOOG74,603$9.0M0.19%
146FIRST TR EXCHANGE TRAD FD VI33739H101391,677$8.9M0.19%
147SCHWAB STRATEGIC TR808524797121,984$8.9M0.19%
148FIRST TR EXCHANGE-TRADED FD33733E104117,811$8.8M0.19%
149ISHARES TR46435G42590,058$8.8M0.18%
150ISHARES TR46428780488,070$8.8M0.18%
151API GROUP CORPAPG321,576$8.8M0.18%
152ISHARES TR46428750733,303$8.7M0.18%
153VANGUARD INDEX FDS92290873630,053$8.5M0.18%
154ABBVIE INCABBV62,625$8.4M0.18%
155ISHARES TR46428750732,232$8.4M0.18%
156ISHARES TR46428722685,707$8.4M0.18%
157VANGUARD INDEX FDS92290862938,050$8.4M0.18%
158BOEING COBA-PA39,559$8.4M0.18%
159DISNEY WALT CO25468710693,374$8.3M0.18%
160FIRST TR VALUE LINE DIVID IN33734H106207,443$8.3M0.18%
161VANGUARD MUN BD FDS922907746165,496$8.3M0.18%
162PACER FDS TR69374H105198,312$8.2M0.17%
163SELECT SECTOR SPDR TR81369Y80346,903$8.2M0.17%
164INVESCO EXCH TRADED FD TR IIIVZ53,127$8.1M0.17%
165VANGUARD SCOTTSDALE FDS92206C664105,841$8.0M0.17%
166ENTERPRISE PRODS PARTNERS L293792107303,351$8.0M0.17%
167FIRST TR EXCHNG TRADED FD VI33740F755318,805$8.0M0.17%
168VANGUARD BD INDEX FDS921937827105,600$8.0M0.17%
169FIDELITY MERRIMACK STR TR316188309174,140$7.9M0.17%
170INVESCO EXCH TRD SLF IDX FDIVZ373,869$7.9M0.17%
171ISHARES TR46428888582,583$7.9M0.17%
172ISHARES TR46432F33958,071$7.8M0.16%
173INVESCO EXCHANGE TRADED FD TIVZ70,739$7.8M0.16%
174ISHARES TR46434V621151,157$7.8M0.16%
175BRISTOL-MYERS SQUIBB COCELG-RI121,348$7.8M0.16%
176VANGUARD SCOTTSDALE FDS92206C102132,852$7.7M0.16%
177SPDR GOLD TRGLD42,720$7.6M0.16%
178ADVANCED MICRO DEVICES INCAMD66,805$7.6M0.16%
179HOME DEPOT INCHD24,276$7.5M0.16%
180VANGUARD INDEX FDS92290861145,023$7.4M0.16%
181ISHARES TR46428759847,021$7.4M0.16%
182MICROSOFT CORPMSFT21,716$7.4M0.16%
183BERKSHIRE HATHAWAY INC DELBRK-A21,362$7.3M0.15%
184TRUST FOR PROFESSIONAL MANAG89834G745290,812$7.2M0.15%
185SPDR GOLD TRGLD40,172$7.2M0.15%
186AMGEN INCAMGN32,034$7.1M0.15%
187INVESCO EXCH TRADED FD TR IIIVZ87,926$7.0M0.15%
188AT&T INCT-PC440,361$7.0M0.15%
189VANGUARD INDEX FDS92290876931,364$6.9M0.15%
190QUALCOMM INCQCOM57,801$6.9M0.14%
191REALTY INCOME CORPO114,715$6.9M0.14%
192VANGUARD INTL EQUITY INDEX F922042775125,555$6.8M0.14%
193ISHARES TR46429B69791,566$6.8M0.14%
194VERIZON COMMUNICATIONS INCVZ182,813$6.8M0.14%
195ISHARES TR46429B66367,393$6.8M0.14%
196BERKSHIRE HATHAWAY INC DELBRK-A13$6.7M0.14%
197AMAZON COM INCAMZN51,480$6.7M0.14%
198INVESCO EXCH TRADED FD TR IIIVZ106,831$6.7M0.14%
199ISHARES TR46428888569,959$6.7M0.14%
200VANGUARD STAR FDS921909768118,899$6.7M0.14%
201YUM BRANDS INCYUM47,991$6.6M0.14%
202FIRST TR EXCHANGE-TRADED FD33738R506140,230$6.6M0.14%
203ISHARES TR46434VAX8260,982$6.6M0.14%
204SELECT SECTOR SPDR TR81369Y20949,639$6.6M0.14%
205SELECT SECTOR SPDR TR81369Y20949,424$6.6M0.14%
206VANGUARD INDEX FDS92290862929,735$6.5M0.14%
207MONOLITHIC PWR SYS INC60983910512,084$6.5M0.14%
208SPDR SER TR78464A76353,032$6.5M0.14%
209VANGUARD MALVERN FDS922020805136,032$6.5M0.14%
210STARBUCKS CORPSBUX63,968$6.3M0.13%
211ISHARES TR46428730989,436$6.3M0.13%
212VANGUARD BD INDEX FDS92193779383,517$6.3M0.13%
213ISHARES TR46428858866,608$6.2M0.13%
214VANGUARD WORLD FD92191081626,075$6.1M0.13%
215WALMART INCWMT38,947$6.1M0.13%
216ALPHABET INCGOOG50,620$6.1M0.13%
217VANGUARD INDEX FDS92290875130,372$6.0M0.13%
218EXXON MOBIL CORPXOM56,013$6.0M0.13%
219VANGUARD WORLD FDS92204A70213,465$6.0M0.13%
220VANGUARD TAX-MANAGED FDS921943858129,049$6.0M0.13%
221WISDOMTREE TRWT93,347$5.9M0.13%
222PACCAR INCPCAR70,829$5.9M0.12%
223SPDR DOW JONES INDL AVERAGE78467X10917,137$5.9M0.12%
224EXXON MOBIL CORPXOM54,980$5.9M0.12%
225VANGUARD STAR FDS921909768105,111$5.9M0.12%
226ISHARES TR46428740836,552$5.9M0.12%
227ISHARES TR46429B267257,182$5.9M0.12%
228JPMORGAN CHASE & COVYLD40,406$5.9M0.12%
229ISHARES TR46434VBG4237,556$5.8M0.12%
230FIRST TR EXCHANGE-TRADED FD33738R11899,468$5.8M0.12%
231VANGUARD BD INDEX FDS92193781977,410$5.8M0.12%
232LATTICE STRATEGIES TR518416508155,775$5.8M0.12%
233VANGUARD MALVERN FDS922020805121,525$5.8M0.12%
234ISHARES TR46428752311,339$5.8M0.12%
235VISA INCV23,771$5.6M0.12%
236ISHARES TR46429B69775,635$5.6M0.12%
237VANGUARD WORLD FD92191070964,549$5.6M0.12%
238SPDR SER TR78464A76345,830$5.6M0.12%
239ISHARES TR46428715057,382$5.6M0.12%
240FIDELITY COVINGTON TRUST316092345200,858$5.6M0.12%
241ISHARES TR46428743254,401$5.6M0.12%
242VANGUARD TAX-MANAGED FDS921943858120,882$5.6M0.12%
243ISHARES INC46434G103113,086$5.6M0.12%
244SELECT SECTOR SPDR TR81369Y20941,991$5.6M0.12%
245UBER TECHNOLOGIES INCUBER129,099$5.6M0.12%
246ISHARES TR464288877113,465$5.6M0.12%
247CHEVRON CORP NEWCVX35,000$5.5M0.12%
248MERCK & CO INCMRK47,462$5.5M0.12%
249ISHARES TR46428759834,815$5.5M0.12%
250INVESCO EXCHANGE TRADED FD TIVZ60,052$5.5M0.11%
251ISHARES TR46434V621105,473$5.4M0.11%
252MCDONALDS CORPMCD18,184$5.4M0.11%
253VANGUARD INDEX FDS92290862924,597$5.4M0.11%
254BANK AMERICA CORP060505104188,453$5.4M0.11%
255PACER FDS TR69374H881112,927$5.4M0.11%
256SPDR S&P MIDCAP 400 ETF TRMDY11,170$5.4M0.11%
257VANGUARD INDEX FDS92290855363,910$5.3M0.11%
258ISHARES TR46428745765,865$5.3M0.11%
259ALPHABET INCGOOG43,953$5.3M0.11%
260VANGUARD SPECIALIZED FUNDS92190884432,454$5.3M0.11%
261VERIZON COMMUNICATIONS INCVZ141,239$5.3M0.11%
262J P MORGAN EXCHANGE TRADED F46641Q33294,930$5.3M0.11%
263VANGUARD WORLD FDS92204A10818,525$5.3M0.11%
264ISHARES TR46428724248,545$5.2M0.11%
265NORTHERN LTS FD TR IVNTRSO121,462$5.2M0.11%
266LILLY ELI & COLLY11,168$5.2M0.11%
267TESLA INCTSLA19,985$5.2M0.11%
268ISHARES TR46432F84277,449$5.2M0.11%
269VANGUARD INDEX FDS92290874436,692$5.2M0.11%
270TESLA INCTSLA19,883$5.2M0.11%
271ISHARES SILVER TRSLV247,741$5.2M0.11%
272VANGUARD SCOTTSDALE FDS92206C68073,102$5.2M0.11%
273SPDR SER TR78464A508119,629$5.2M0.11%
274VANGUARD WORLD FDS92204A20726,436$5.2M0.11%
275ISHARES TR46428947998,077$5.2M0.11%
276VANGUARD STAR FDS92190976891,971$5.2M0.11%
277FIRST TR EXCHANGE-TRADED FD33739Q40886,670$5.1M0.11%
278ISHARES TR46428750719,664$5.1M0.11%
279HOWARD HUGHES CORPHHH65,122$5.1M0.11%
280ISHARES TR46428765527,367$5.1M0.11%
281ISHARES TR46428743249,577$5.1M0.11%
282SPDR SER TR78464A35972,917$5.1M0.11%
283ISHARES TR46434VBD1207,546$5.1M0.11%
284ISHARES TR46428780450,728$5.1M0.11%
285NETFLIX INCNFLX11,417$5.0M0.11%
286ISHARES TR46435G42551,536$5.0M0.11%
287ISHARES INC46434G103101,357$5.0M0.11%
288JPMORGAN CHASE & COVYLD34,139$5.0M0.10%
289UNITEDHEALTH GROUP INCUNH10,311$5.0M0.10%
290PGIM ETF TR69344A107100,081$4.9M0.10%
291ISHARES TR46428722650,355$4.9M0.10%
292ISHARES TR46428746567,834$4.9M0.10%
293WALMART INCWMT31,243$4.9M0.10%
294SPROTT PHYSICAL GOLD TRSII329,100$4.9M0.10%
295SPDR SER TR78464A508113,410$4.9M0.10%
296RAYTHEON TECHNOLOGIES CORPRTX49,948$4.9M0.10%
297VANGUARD SCOTTSDALE FDS92206C40964,395$4.9M0.10%
298CAPITAL GROUP DIVIDEND VALUE14020W106179,200$4.8M0.10%
299PIMCO ETF TR72201R83348,420$4.8M0.10%
300VISA INCV20,307$4.8M0.10%
301FIDELITY MERRIMACK STR TR316188309106,078$4.8M0.10%
302GOLDMAN SACHS ETF TRNVGLF115,613$4.8M0.10%
303BERKSHIRE HATHAWAY INC DELBRK-A14,086$4.8M0.10%
304BROADCOM INCAVGO5,536$4.8M0.10%
305JOHNSON & JOHNSONJNJ28,852$4.8M0.10%
306META PLATFORMS INCMETA16,623$4.8M0.10%
307VANGUARD WORLD FDS92204A60323,079$4.8M0.10%
308J P MORGAN EXCHANGE TRADED F46641Q83794,792$4.8M0.10%
309ISHARES TR46428750718,114$4.7M0.10%
310FIRST TR MORNINGSTAR DIVID L336917109139,121$4.7M0.10%
311SELECT SECTOR SPDR TR81369Y50658,252$4.7M0.10%
312INVESCO QQQ TRIVZ12,762$4.7M0.10%
313CAPITAL GROUP GBL GROWTH EQT14020X104194,092$4.7M0.10%
314SELECT SECTOR SPDR TR81369Y80327,045$4.7M0.10%
315FIRST TR EXCHNG TRADED FD VI33740F805105,793$4.7M0.10%
316INVESCO EXCHANGE TRADED FD TIVZ31,182$4.7M0.10%
317CHEVRON CORP NEWCVX29,597$4.7M0.10%
318ALPHABET INCGOOG38,467$4.7M0.10%
319ALPHABET INCGOOG38,331$4.6M0.10%
320SALESFORCE INCCRM21,921$4.6M0.10%
321FIDELITY COVINGTON TRUST31609280835,448$4.6M0.10%
322FORD MTR CO DEL345370860304,354$4.6M0.10%
323PROCTER AND GAMBLE CO74271810930,172$4.6M0.10%
324MERCK & CO INCMRK39,484$4.6M0.10%
325ISHARES TR46428772141,975$4.6M0.10%
326ISHARES TR464288687147,523$4.6M0.10%
327VANGUARD BD INDEX FDS92193783562,464$4.5M0.10%
328ISHARES TR46428770542,363$4.5M0.10%
329VANGUARD SCOTTSDALE FDS92206C87057,317$4.5M0.10%
330ISHARES TR46428720010,118$4.5M0.09%
331ISHARES TR46428722645,912$4.5M0.09%
332INVESCO EXCH TRADED FD TR IIIVZ29,585$4.5M0.09%
333SCHWAB STRATEGIC TR80852483997,277$4.5M0.09%
334HOME DEPOT INCHD14,427$4.5M0.09%
335HOME DEPOT INCHD14,377$4.5M0.09%
336BERKSHIRE HATHAWAY INC DELBRK-A13,095$4.5M0.09%
337ISHARES TR46432F84265,990$4.5M0.09%
338SPDR SER TR78468R200144,870$4.4M0.09%
339JOHNSON & JOHNSONJNJ26,802$4.4M0.09%
340VERIZON COMMUNICATIONS INCVZ118,931$4.4M0.09%
341ONEOK INC NEWOKE71,345$4.4M0.09%
342ISHARES TR46435GAA0187,461$4.4M0.09%
343SPDR S&P 500 ETF TRSPY9,899$4.4M0.09%
344ALPHABET INCGOOG36,614$4.4M0.09%
345VANECK ETF TRUST92189F106145,511$4.4M0.09%
346PIMCO ETF TR72201R78347,960$4.4M0.09%
347LILLY ELI & COLLY9,284$4.4M0.09%
348COSTCO WHSL CORP NEW22160K1058,066$4.3M0.09%
349ISHARES TR46428724240,108$4.3M0.09%
350ABBVIE INCABBV32,117$4.3M0.09%
351COCA COLA COKO71,362$4.3M0.09%
352ISHARES TR46428857050,847$4.3M0.09%
353ISHARES TR46428887787,264$4.3M0.09%
354EXXON MOBIL CORPXOM39,709$4.3M0.09%
355ORACLE CORPORCL-PD35,731$4.3M0.09%
356INVESCO EXCH TRADED FD TR IIIVZ218,022$4.2M0.09%
357GOLDMAN SACHS ETF TRNVGLF70,009$4.2M0.09%
358COCA COLA COKO70,023$4.2M0.09%
359AMPLIFY ETF TR032108409117,522$4.2M0.09%
360ISHARES TR46428766353,882$4.2M0.09%
361VANGUARD WORLD FDS92204A50417,195$4.2M0.09%
362ISHARES TR46435G193184,935$4.2M0.09%
363LILLY ELI & COLLY8,951$4.2M0.09%
364SPDR SER TR78464A86218,965$4.2M0.09%
365UNITEDHEALTH GROUP INCUNH8,728$4.2M0.09%
366NETFLIX INCNFLX9,517$4.2M0.09%
367ISHARES TR46428761415,163$4.2M0.09%
368ADVANCED MICRO DEVICES INCAMD36,389$4.1M0.09%
369GUGGENHEIM STRATEGIC OPPORTUGOF259,984$4.1M0.09%
370ISHARES TR46428772137,602$4.1M0.09%
371HOME DEPOT INCHD13,159$4.1M0.09%
372PACER FDS TR69374H709123,276$4.1M0.09%
373ISHARES TR46428715041,575$4.1M0.09%
374PACER FDS TR69374H30365,355$4.1M0.09%
375ISHARES TR46436E767112,712$4.1M0.09%
376ISHARES TR46428746555,858$4.0M0.09%
377VANGUARD WORLD FDS92204A88437,999$4.0M0.09%
378SELECT SECTOR SPDR TR81369Y605120,026$4.0M0.09%
379J P MORGAN EXCHANGE TRADED F46641Q33273,117$4.0M0.09%
380VANGUARD CHARLOTTE FDS92203J40782,753$4.0M0.09%
381LOCKHEED MARTIN CORPLMT8,776$4.0M0.09%
382PACER FDS TR69374H88184,293$4.0M0.08%
383VANGUARD INDEX FDS92290861124,289$4.0M0.08%
384AMERICAN EXPRESS COAXP23,059$4.0M0.08%
385ISHARES TR46434V10083,209$4.0M0.08%
386CAPITAL GROUP GROWTH ETF14020G101158,907$4.0M0.08%
387VANGUARD WHITEHALL FDS92194640637,788$4.0M0.08%
388FIDELITY COVINGTON TRUST31609230388,161$4.0M0.08%
389ISHARES TR46436E61993,127$4.0M0.08%
390KKR & CO INCKKRT70,653$4.0M0.08%
391INVESCO EXCH TRADED FD TR IIIVZ25,998$4.0M0.08%
392VANGUARD SCOTTSDALE FDS92206C40952,081$3.9M0.08%
393VANGUARD WORLD FDS92204A80121,479$3.9M0.08%
394SALESFORCE INCCRM18,544$3.9M0.08%
395ISHARES TR46429B68957,859$3.9M0.08%
396SPDR S&P 500 ETF TRSPY8,800$3.9M0.08%
397ISHARES TR46428751511,216$3.9M0.08%
398VANGUARD SCOTTSDALE FDS92206C68054,794$3.9M0.08%
399VANGUARD CHARLOTTE FDS92203J40778,889$3.9M0.08%
400HERCULES CAPITAL INCHCXY259,721$3.8M0.08%
401ISHARES TR46432F84256,689$3.8M0.08%
402ISHARES TR46428722639,050$3.8M0.08%
403BLACKROCK ETF TRUSTBLK78,295$3.8M0.08%
404NETFLIX INCNFLX8,651$3.8M0.08%
405ISHARES TR4642875237,492$3.8M0.08%
406LOCKHEED MARTIN CORPLMT8,253$3.8M0.08%
407BLACKSTONE INCBX40,714$3.8M0.08%
408DEVON ENERGY CORP NEW25179M10378,161$3.8M0.08%
409VANGUARD INTL EQUITY INDEX F92204285892,769$3.8M0.08%
410FIRST TR EXCHANGE-TRADED FD33733E10450,017$3.8M0.08%
411VANGUARD INDEX FDS92290865225,004$3.7M0.08%
412CATERPILLAR INCCAT15,129$3.7M0.08%
413VANGUARD WHITEHALL FDS92194640634,985$3.7M0.08%
414ISHARES TR46428864673,948$3.7M0.08%
415GOLDMAN SACHS ETF TRNVGLF42,473$3.7M0.08%
416ISHARES TR46428730952,602$3.7M0.08%
417VANGUARD WORLD FDS92204A7028,317$3.7M0.08%
418NORTHERN LTS FD TR IVNTRSO85,133$3.7M0.08%
419COSTCO WHSL CORP NEW22160K1056,790$3.7M0.08%
420ISHARES TR46428745744,939$3.6M0.08%
421ISHARES TR46429B267158,118$3.6M0.08%
422PEPSICO INCPEP19,543$3.6M0.08%
423NUVEEN S&P 500 DYNAMIC OVERW6706EW100229,861$3.6M0.08%
424SELECT SECTOR SPDR TR81369Y50644,354$3.6M0.08%
425ISHARES TR46432F83457,419$3.6M0.08%
426SPDR INDEX SHS FDS78463X889110,100$3.6M0.08%
427SELECT SECTOR SPDR TR81369Y30848,291$3.6M0.08%
428ISHARES TR46429B69748,035$3.6M0.08%
429PROCTER AND GAMBLE CO74271810923,431$3.6M0.07%
430PACER FDS TR69374H10585,867$3.5M0.07%
431INVESCO EXCHANGE TRADED FD TIVZ23,686$3.5M0.07%
432ISHARES TR46428865331,870$3.5M0.07%
433ISHARES TR46428730949,939$3.5M0.07%
434PEPSICO INCPEP18,857$3.5M0.07%
435FIRST TR VALUE LINE DIVID IN33734H10687,109$3.5M0.07%
436COSTCO WHSL CORP NEW22160K1056,471$3.5M0.07%
437GOLDMAN SACHS ETF TRNVGLF34,778$3.5M0.07%
438MCDONALDS CORPMCD11,652$3.5M0.07%
439ISHARES TR46428851346,263$3.5M0.07%
440ISHARES TR46428841432,510$3.5M0.07%
441ISHARES TR46428865331,253$3.5M0.07%
442VANGUARD INTL EQUITY INDEX F92204285885,094$3.5M0.07%
443SPDR SER TR78468R62237,425$3.4M0.07%
444APPLIED MATLS INC03822210523,642$3.4M0.07%
445SPDR SER TR78464A88842,502$3.4M0.07%
446DEERE & CODE8,418$3.4M0.07%
447INVESCO EXCHANGE TRADED FD TIVZ67,502$3.4M0.07%
448BILL HOLDINGS INCBILL29,092$3.4M0.07%
449UNION PAC CORPUNP16,613$3.4M0.07%
450VANGUARD INDEX FDS92290873612,012$3.4M0.07%
451INTERNATIONAL BUSINESS MACHSINTR25,348$3.4M0.07%
452GENERAL MTRS CO37045V10087,899$3.4M0.07%
453ISHARES TR46428717631,355$3.4M0.07%
454SPDR DOW JONES INDL AVERAGE78467X1099,786$3.4M0.07%
455INTEL CORPINTC100,461$3.4M0.07%
456SCHWAB CHARLES CORPSCHW-PJ59,256$3.4M0.07%
457EDWARDS LIFESCIENCES CORPEW35,488$3.3M0.07%
458PFIZER INCPFE91,236$3.3M0.07%
459FIRST TRUST LRGCP GWT ALPHAD33735K10833,021$3.3M0.07%
460VANGUARD WORLD FDS92204A50413,586$3.3M0.07%
461VANGUARD BD INDEX FDS92193781944,339$3.3M0.07%
462CHEVRON CORP NEWCVX21,175$3.3M0.07%
463VANGUARD INDEX FDS92290855339,259$3.3M0.07%
464KKR & CO INCKKRT59,090$3.3M0.07%
465CISCO SYS INCCSCO63,898$3.3M0.07%
466ISHARES TR46428768912,955$3.3M0.07%
467ISHARES TR46428717630,587$3.3M0.07%
468ISHARES TR46428876028,206$3.3M0.07%
469NVIDIA CORPORATIONNVDA7,771$3.3M0.07%
470ISHARES TR46435G474129,292$3.3M0.07%
471NORTHROP GRUMMAN CORPNOC7,183$3.3M0.07%
472SELECT SECTOR SPDR TR81369Y80318,820$3.3M0.07%
473ISHARES TR46428888534,282$3.3M0.07%
474NEXTERA ENERGY INCNEE-PW44,067$3.3M0.07%
475BK TECHNOLOGIES CORPORATIONBKTI197,330$3.3M0.07%
476MCDONALDS CORPMCD10,930$3.3M0.07%
477MERCK & CO INCMRK28,159$3.2M0.07%
478INVESCO EXCHANGE TRADED FD TIVZ70,451$3.2M0.07%
479ISHARES TR46428761411,804$3.2M0.07%
480VANGUARD INDEX FDS92290855338,429$3.2M0.07%
481ISHARES GOLD TRIAU89,206$3.2M0.07%
482VANGUARD INDEX FDS92290875116,224$3.2M0.07%
483VANGUARD INDEX FDS92290863715,900$3.2M0.07%
484ADOBE SYSTEMS INCORPORATEDADBE6,590$3.2M0.07%
485FIDELITY COVINGTON TRUST31609280824,655$3.2M0.07%
486SPDR INDEX SHS FDS78463X47561,492$3.2M0.07%
487GUGGENHEIM STRATEGIC OPPORTUGOF202,376$3.2M0.07%
488CISCO SYS INCCSCO61,984$3.2M0.07%
489VANGUARD WORLD FDS92204A7027,242$3.2M0.07%
490FIRST TR EXCHNG TRADED FD VI33740F755127,913$3.2M0.07%
491SHOPIFY INCSHOP49,331$3.2M0.07%
492AIM ETF PRODUCTS TRUST00888H752122,920$3.2M0.07%
493JPMORGAN CHASE & COVYLD21,845$3.2M0.07%
494DISNEY WALT CO25468710635,547$3.2M0.07%
495PIMCO ETF TR72201R83331,784$3.2M0.07%
496INVESCO EXCH TRD SLF IDX FDIVZ153,818$3.2M0.07%
497ISHARES TR46435U54966,972$3.2M0.07%
498BOEING COBA-PA14,939$3.2M0.07%
499FIRST TR EXCHNG TRADED FD VI33740U802102,410$3.1M0.07%
500PFIZER INCPFE85,527$3.1M0.07%