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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 Q3 2023 · Filed August 23, 2023 · Accession 0001420506-23-001734

Total Value
$6.76B
Positions
3,850
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL735,616$121.3M2.78%
2VANGUARD BD INDEX FDS9219378271,316,866$100.7M2.31%
3VANGUARD TAX-MANAGED FDS9219438581,339,069$60.5M1.39%
4MICROSOFT CORPMSFT192,925$55.6M1.28%
5VANGUARD INDEX FDS922908736217,761$54.3M1.25%
6ISHARES TR464287200128,488$52.8M1.21%
7NVIDIA CORPORATIONNVDA168,090$46.7M1.07%
8INVESCO QQQ TRIVZ127,796$41.0M0.94%
9VANGUARD INDEX FDS922908744296,896$41.0M0.94%
10APPLE INCAAPL239,099$39.4M0.91%
11ISHARES TR46428720095,393$39.2M0.90%
12VANGUARD BD INDEX FDS921937827495,470$37.9M0.87%
13APPLE INCAAPL221,786$36.6M0.84%
14ISHARES TR46428720087,853$36.1M0.83%
15ISHARES TR46434V613781,875$36.1M0.83%
16AMAZON COM INCAMZN343,012$35.4M0.81%
17INVESCO QQQ TRIVZ106,014$34.0M0.78%
18INVESCO ACTIVELY MANAGED ETFIVZ674,652$33.5M0.77%
19VANGUARD CHARLOTTE FDS92203J407666,137$32.6M0.75%
20VANGUARD BD INDEX FDS921937835440,882$32.6M0.75%
21VANGUARD INDEX FDS92290836379,330$29.8M0.68%
22SPDR S&P 500 ETF TRSPY72,426$29.7M0.68%
23APPLE INCAAPL175,037$28.9M0.66%
24SPDR S&P 500 ETF TRSPY64,273$26.3M0.60%
25ISHARES TR46436E718260,418$26.2M0.60%
26ISHARES TR46432F339208,262$25.8M0.59%
27TESLA INCTSLA120,065$24.9M0.57%
28BELITE BIO INCBLTE812,098$24.3M0.56%
29VANGUARD INDEX FDS92290836363,478$23.9M0.55%
30SPDR SER TR78468R663259,961$23.9M0.55%
31VANGUARD SCOTTSDALE FDS92206C730117,152$21.8M0.50%
32VANGUARD INTL EQUITY INDEX F922042858533,388$21.5M0.49%
33ISHARES TR46434V613461,652$21.3M0.49%
34J P MORGAN EXCHANGE TRADED F46641Q837423,014$21.3M0.49%
35FIRST TR EXCHANGE-TRADED FD33739Q408356,433$21.3M0.49%
36VANGUARD SPECIALIZED FUNDS921908844137,426$21.2M0.49%
37J P MORGAN EXCHANGE TRADED F46641Q332384,235$21.0M0.48%
38MICROSOFT CORPMSFT71,205$20.5M0.47%
39VANGUARD WHITEHALL FDS921946406190,796$20.1M0.46%
40SELECT SECTOR SPDR TR81369Y886290,115$19.6M0.45%
41MICROSOFT CORPMSFT66,660$19.2M0.44%
42ALPHABET INCGOOG184,285$19.1M0.44%
43ISHARES TR46432F339153,220$19.0M0.44%
44FIRST TR VALUE LINE DIVID IN33734H106465,704$18.7M0.43%
45VANGUARD INDEX FDS922908744134,526$18.6M0.43%
46VANGUARD INDEX FDS92290836349,377$18.6M0.43%
47ISHARES TR46434V613396,803$18.3M0.42%
48MICROSOFT CORPMSFT61,482$17.7M0.41%
49ISHARES TR46428720042,559$17.5M0.40%
50FIDELITY COMWLTH TR315912808357,134$17.1M0.39%
51ISHARES TR464287663226,719$16.7M0.38%
52ISHARES TR464288885176,992$16.6M0.38%
53BERKSHIRE HATHAWAY INC DELBRK-A53,560$16.5M0.38%
54SPDR S&P 500 ETF TRSPY39,674$16.3M0.37%
55ISHARES TR46429B663159,898$16.3M0.37%
56ISHARES TR46436E718159,179$16.0M0.37%
57VANGUARD SPECIALIZED FUNDS92190884499,404$15.3M0.35%
58ISHARES TR46428720037,118$15.3M0.35%
59VANGUARD BD INDEX FDS921937819192,001$14.7M0.34%
60SCHWAB STRATEGIC TR808524797201,323$14.7M0.34%
61PEPSICO INCPEP80,742$14.7M0.34%
62ISHARES TR464288588155,177$14.7M0.34%
63VANGUARD SCOTTSDALE FDS92206C771309,114$14.4M0.33%
64PACER FDS TR69374H881304,849$14.3M0.33%
65VANGUARD BD INDEX FDS921937793185,947$14.3M0.33%
66SPDR SER TR78464A409254,318$14.1M0.32%
67APOLLO MED HLDGS INCASTH382,854$14.0M0.32%
68ISHARES TR46429B655276,621$13.9M0.32%
69ALPHABET INCGOOG131,204$13.6M0.31%
70AMAZON COM INCAMZN131,410$13.6M0.31%
71VANGUARD TAX-MANAGED FDS921943858297,386$13.4M0.31%
72ISHARES TR46434V860263,703$13.3M0.31%
73COSTCO WHSL CORP NEW22160K10526,723$13.3M0.30%
74SPDR SER TR78464A854272,700$13.1M0.30%
75ISHARES TR46435G425145,100$13.1M0.30%
76VANGUARD INDEX FDS92290873652,344$13.1M0.30%
77ISHARES TR46429B697178,200$13.0M0.30%
78SCHWAB STRATEGIC TR808524797175,796$12.9M0.30%
79VANGUARD INDEX FDS92290876962,654$12.8M0.29%
80VANGUARD INDEX FDS92290874490,489$12.5M0.29%
81VANGUARD INDEX FDS92290874490,273$12.5M0.29%
82SPDR S&P 500 ETF TRSPY30,316$12.4M0.28%
83INVESCO EXCH TRADED FD TR IIIVZ293,871$12.4M0.28%
84FIRST TR EXCHANGE-TRADED FD33733E104170,027$12.4M0.28%
85PAYCOM SOFTWARE INCPAYC39,868$12.1M0.28%
86FIRST TR VALUE LINE DIVID IN33734H106296,217$11.9M0.27%
87PROCTER AND GAMBLE CO74271810979,735$11.9M0.27%
88ISHARES TR464287804120,548$11.7M0.27%
89SELECT SECTOR SPDR TR81369Y80377,166$11.7M0.27%
90CHEVRON CORP NEWCVX71,378$11.6M0.27%
91BERKSHIRE HATHAWAY INC DELBRK-A37,712$11.6M0.27%
92ISHARES TR464288877236,416$11.5M0.26%
93ISHARES TR46429B267480,863$11.2M0.26%
94VANGUARD INDEX FDS92290875159,184$11.2M0.26%
95FIRST TR EXCHANGE-TRADED FD33733E104152,891$11.2M0.26%
96ISHARES TR464287226109,821$10.9M0.25%
97MASTERCARD INCORPORATEDMA30,101$10.9M0.25%
98ISHARES INC46434G103223,859$10.9M0.25%
99META PLATFORMS INCMETA50,409$10.7M0.25%
100UNITEDHEALTH GROUP INCUNH22,561$10.7M0.24%
101JPMORGAN CHASE & COVYLD81,426$10.6M0.24%
102ISHARES TR46428866189,420$10.5M0.24%
103SPDR DOW JONES INDL AVERAGE78467X10931,447$10.5M0.24%
104FIRST TR EXCHANGE TRAD FD VI33739H101443,885$10.4M0.24%
105SPDR GOLD TRGLD56,330$10.3M0.24%
106VANGUARD SPECIALIZED FUNDS92190884466,974$10.3M0.24%
107ISHARES TR46428724293,548$10.3M0.24%
108JOHNSON & JOHNSONJNJ65,571$10.2M0.23%
109ADOBE SYSTEMS INCORPORATEDADBE26,165$10.1M0.23%
110NVIDIA CORPORATIONNVDA36,233$10.1M0.23%
111VANGUARD INDEX FDS92290862947,538$10.0M0.23%
112PFIZER INCPFE245,555$10.0M0.23%
113ABBVIE INCABBV62,668$10.0M0.23%
114VANGUARD INDEX FDS92290876948,862$10.0M0.23%
115AMAZON COM INCAMZN95,805$9.9M0.23%
116VANGUARD INDEX FDS92290836326,122$9.8M0.23%
117VISA INCV43,477$9.8M0.23%
118EXXON MOBIL CORPXOM88,384$9.7M0.22%
119SCHWAB STRATEGIC TR808524797131,300$9.6M0.22%
120DISNEY WALT CO25468710694,750$9.5M0.22%
121INVESCO EXCH TRD SLF IDX FDIVZ460,497$9.5M0.22%
122VANGUARD BD INDEX FDS921937835126,545$9.3M0.21%
123AMAZON COM INCAMZN90,208$9.3M0.21%
124MERCK & CO INCMRK86,814$9.3M0.21%
125FIRST TR EXCHANGE-TRADED FD33738R506205,081$9.2M0.21%
126VANGUARD SPECIALIZED FUNDS92190884459,526$9.2M0.21%
127ISHARES TR46428780494,737$9.2M0.21%
128FIRST TR EXCHNG TRADED FD VI33740F755383,541$9.0M0.21%
129ISHARES TR46435G42599,373$9.0M0.21%
130ISHARES TR46432F842133,991$9.0M0.21%
131ISHARES TR46432F33972,164$9.0M0.21%
132ISHARES TR46428722689,769$8.9M0.21%
133TESLA INCTSLA42,832$8.9M0.20%
134INVESCO QQQ TRIVZ27,531$8.8M0.20%
135API GROUP CORPAPG390,678$8.8M0.20%
136INVESCO EXCH TRADED FD TR IIIVZ114,723$8.7M0.20%
137ISHARES TR46428750734,483$8.6M0.20%
138ALPHABET INCGOOG82,799$8.6M0.20%
139BOEING COBA-PA40,397$8.6M0.20%
140ENTERPRISE PRODS PARTNERS L293792107327,722$8.5M0.19%
141META PLATFORMS INCMETA39,931$8.5M0.19%
142ISHARES TR46428841478,429$8.4M0.19%
143BRISTOL-MYERS SQUIBB COCELG-RI121,873$8.4M0.19%
144ISHARES TR46428750733,660$8.4M0.19%
145AT&T INCT-PC434,973$8.4M0.19%
146NVIDIA CORPORATIONNVDA30,010$8.3M0.19%
147ISHARES TR46428858887,695$8.3M0.19%
148VANGUARD INDEX FDS92290876940,266$8.2M0.19%
149ALPHABET INCGOOG78,645$8.2M0.19%
150FIRST TR VALUE LINE DIVID IN33734H106203,420$8.2M0.19%
151INVESCO EXCH TRD SLF IDX FDIVZ386,584$8.1M0.19%
152INVESCO EXCHANGE TRADED FD TIVZ70,863$8.0M0.18%
153ISHARES TR46428888584,873$8.0M0.18%
154ISHARES TR46428744079,845$7.9M0.18%
155ISHARES TR46428772184,818$7.9M0.18%
156SPDR SER TR78468R66385,137$7.8M0.18%
157APPLE INCAAPL47,119$7.8M0.18%
158FIRST TR EXCHNG TRADED FD VI33740F755328,318$7.7M0.18%
159ISHARES TR46429B697105,314$7.7M0.18%
160AMGEN INCAMGN31,636$7.6M0.18%
161QUALCOMM INCQCOM59,664$7.6M0.17%
162ISHARES TR46428858878,960$7.5M0.17%
163ISHARES TR46428759849,093$7.5M0.17%
164INVESCO QQQ TRIVZ23,193$7.4M0.17%
165VANGUARD MUN BD FDS922907746146,316$7.4M0.17%
166ISHARES TR46428761430,296$7.4M0.17%
167VANGUARD INDEX FDS92290873629,656$7.4M0.17%
168VANGUARD BD INDEX FDS92193782796,693$7.4M0.17%
169SPDR GOLD TRGLD40,183$7.4M0.17%
170REALTY INCOME CORPO115,587$7.3M0.17%
171ISHARES SILVER TRSLV331,627$7.3M0.17%
172HOME DEPOT INCHD24,732$7.3M0.17%
173PACER FDS TR69374H105190,810$7.3M0.17%
174SYPRIS SOLUTIONS INCSYPR3,665,114$7.2M0.17%
175SELECT SECTOR SPDR TR81369Y80347,744$7.2M0.17%
176SELECT SECTOR SPDR TR81369Y20955,614$7.2M0.17%
177ISHARES TR46434V621141,510$7.1M0.16%
178ADVANCED MICRO DEVICES INCAMD71,527$7.0M0.16%
179VANGUARD TAX-MANAGED FDS921943858155,171$7.0M0.16%
180VANGUARD STAR FDS921909768125,625$6.9M0.16%
181NVIDIA CORPORATIONNVDA24,814$6.9M0.16%
182FIDELITY MERRIMACK STR TR316188309148,670$6.9M0.16%
183VERIZON COMMUNICATIONS INCVZ176,274$6.9M0.16%
184BERKSHIRE HATHAWAY INC DELBRK-A22,201$6.9M0.16%
185EXXON MOBIL CORPXOM62,267$6.8M0.16%
186ISHARES TR46428888572,806$6.8M0.16%
187INVESCO EXCH TRADED FD TR IIIVZ108,215$6.8M0.16%
188VANGUARD CHARLOTTE FDS92203J407137,531$6.7M0.15%
189VANGUARD SCOTTSDALE FDS92206C102114,534$6.7M0.15%
190STARBUCKS CORPSBUX64,327$6.7M0.15%
191ISHARES TR46429B66365,794$6.7M0.15%
192VANGUARD MALVERN FDS922020805138,474$6.6M0.15%
193SPDR SER TR78464A76352,901$6.5M0.15%
194VANGUARD INDEX FDS92290861141,033$6.5M0.15%
195FIRST TR EXCHANGE-TRADED FD33738R506144,983$6.5M0.15%
196SPDR SER TR78468R200213,648$6.5M0.15%
197ISHARES INC46434G103132,650$6.5M0.15%
198MONOLITHIC PWR SYS INC60983910512,658$6.3M0.15%
199YUM BRANDS INCYUM47,735$6.3M0.14%
200VANGUARD SCOTTSDALE FDS92206C66487,343$6.3M0.14%
201ISHARES TR46434VAX8249,372$6.3M0.14%
202GLOBAL X FDS37954Y673220,911$6.3M0.14%
203FIRST TR MORNINGSTAR DIVID L336917109175,423$6.2M0.14%
204VANGUARD INTL EQUITY INDEX F922042775115,457$6.2M0.14%
205BERKSHIRE HATHAWAY INC DELBRK-A13$6.1M0.14%
206FIRST TR EXCHNG TRADED FD VI33740F755257,170$6.0M0.14%
207SELECT SECTOR SPDR TR81369Y20946,594$6.0M0.14%
208EXXON MOBIL CORPXOM54,901$6.0M0.14%
209VERIZON COMMUNICATIONS INCVZ153,847$6.0M0.14%
210EXXON MOBIL CORPXOM53,889$5.9M0.14%
211VANGUARD STAR FDS921909768106,854$5.9M0.14%
212HOWARD HUGHES CORPHHH72,903$5.8M0.13%
213CHEVRON CORP NEWCVX35,636$5.8M0.13%
214SELECT SECTOR SPDR TR81369Y20944,255$5.7M0.13%
215WISDOMTREE TRWT92,532$5.7M0.13%
216ISHARES TR46429B267244,741$5.7M0.13%
217INVESCO EXCH TRADED FD TR IIIVZ43,154$5.7M0.13%
218ISHARES TR46428740837,504$5.7M0.13%
219VANGUARD INDEX FDS92290876927,757$5.7M0.13%
220ISHARES TR46428730988,332$5.6M0.13%
221ISHARES TR46428724251,112$5.6M0.13%
222ISHARES TR46432F83490,415$5.6M0.13%
223SPDR SER TR78464A672193,310$5.6M0.13%
224ISHARES TR46434VBG4227,385$5.6M0.13%
225VANGUARD INDEX FDS92290875129,480$5.6M0.13%
226VANGUARD INDEX FDS92290862926,416$5.6M0.13%
227VANGUARD INDEX FDS92290855366,757$5.5M0.13%
228ISHARES TR46428759836,376$5.5M0.13%
229J P MORGAN EXCHANGE TRADED F46641Q837109,990$5.5M0.13%
230SPDR SER TR78464A76344,725$5.5M0.13%
231VANGUARD WORLD FD92191070960,669$5.5M0.13%
232ISHARES TR46428752312,324$5.5M0.13%
233MERCK & CO INCMRK50,862$5.4M0.12%
234INVESCO EXCHANGE TRADED FD TIVZ37,430$5.4M0.12%
235VANGUARD TAX-MANAGED FDS921943858119,795$5.4M0.12%
236ISHARES TR46428715059,704$5.4M0.12%
237FIRST TR EXCHANGE TRAD FD VI33739H101229,875$5.4M0.12%
238ISHARES TR464288877110,981$5.4M0.12%
239BANK AMERICA CORP060505104187,230$5.4M0.12%
240INVESCO EXCH TRADED FD TR IIIVZ278,976$5.4M0.12%
241VANGUARD WORLD FD92191081626,033$5.3M0.12%
242VANGUARD MUN BD FDS922907746104,801$5.3M0.12%
243ISHARES TR46432F84279,085$5.3M0.12%
244ISHARES TR46434V621105,668$5.3M0.12%
245ISHARES TR46428780454,523$5.3M0.12%
246SPDR GOLD TRGLD28,690$5.3M0.12%
247VANGUARD WORLD FDS92204A70213,620$5.3M0.12%
248VANGUARD SPECIALIZED FUNDS92190884433,952$5.2M0.12%
249VANGUARD INDEX FDS92290874437,828$5.2M0.12%
250ISHARES TR46429B69771,567$5.2M0.12%
251J P MORGAN EXCHANGE TRADED F46641Q837103,249$5.2M0.12%
252SPDR SER TR78464A508127,585$5.2M0.12%
253WALMART INCWMT34,956$5.2M0.12%
254FIRST TR EXCHANGE-TRADED FD33739Q40886,787$5.2M0.12%
255PIMCO EQUITY SER72202L363134,323$5.1M0.12%
256MCDONALDS CORPMCD18,358$5.1M0.12%
257ISHARES TR46428947995,468$5.1M0.12%
258PACER FDS TR69374H881109,086$5.1M0.12%
259PACCAR INCPCAR69,750$5.1M0.12%
260RAYTHEON TECHNOLOGIES CORPRTX52,125$5.1M0.12%
261MERCK & CO INCMRK47,410$5.1M0.12%
262ISHARES TR46428743247,736$5.1M0.12%
263SPROTT PHYSICAL GOLD TRSII327,800$5.1M0.12%
264JPMORGAN CHASE & COVYLD38,838$5.1M0.12%
265VANECK ETF TRUST92189F106156,293$5.1M0.12%
266PROCTER AND GAMBLE CO74271810933,990$5.1M0.12%
267VANGUARD WORLD FDS92204A20726,115$5.1M0.12%
268FIRST TR EXCHANGE-TRADED FD33738R11892,964$5.0M0.12%
269FIRST TRUST LRGCP GWT ALPHAD33735K10853,115$4.9M0.11%
270VANGUARD STAR FDS92190976889,319$4.9M0.11%
271ISHARES GOLD TRIAU131,682$4.9M0.11%
272LATTICE STRATEGIES TR518416508136,897$4.9M0.11%
273ISHARES TR46434VBD1199,380$4.9M0.11%
274VANECK ETF TRUST92189F437174,357$4.9M0.11%
275ISHARES TR464288877100,215$4.9M0.11%
276SPDR S&P MIDCAP 400 ETF TRMDY10,557$4.9M0.11%
277ISHARES TR46432F84272,370$4.8M0.11%
278VANGUARD INDEX FDS92290836312,863$4.8M0.11%
279ISHARES TR46428722648,004$4.8M0.11%
280WALMART INCWMT32,363$4.8M0.11%
281ALPHABET INCGOOG45,864$4.8M0.11%
282ISHARES TR46428745757,887$4.8M0.11%
283VANGUARD SCOTTSDALE FDS92206C10281,015$4.7M0.11%
284JOHNSON & JOHNSONJNJ30,404$4.7M0.11%
285GOLDMAN SACHS ETF TRNVGLF111,573$4.7M0.11%
286FIDELITY COVINGTON TRUST316092345172,285$4.7M0.11%
287VANGUARD SCOTTSDALE FDS92206C40961,547$4.7M0.11%
288ISHARES TR46432F84269,897$4.7M0.11%
289UNITEDHEALTH GROUP INCUNH9,882$4.7M0.11%
290ISHARES TR46428750718,653$4.7M0.11%
291ISHARES TR46428746565,006$4.6M0.11%
292ISHARES TR46434V62192,930$4.6M0.11%
293ISHARES TR46428750718,551$4.6M0.11%
294ISHARES TR46435G42551,185$4.6M0.11%
295VANGUARD WORLD FDS92204A10818,271$4.6M0.11%
296ISHARES TR464288687147,771$4.6M0.11%
297VISA INCV20,460$4.6M0.11%
298SPDR SER TR78464A508113,221$4.6M0.11%
299SPDR S&P 500 ETF TRSPY11,218$4.6M0.11%
300CHEVRON CORP NEWCVX28,194$4.6M0.11%
301ISHARES TR46429B267196,213$4.6M0.11%
302ALPHABET INCGOOG43,885$4.6M0.10%
303MICROSOFT CORPMSFT15,829$4.6M0.10%
304ABBVIE INCABBV28,626$4.6M0.10%
305VANGUARD SCOTTSDALE FDS92206C87056,785$4.6M0.10%
306VANGUARD SCOTTSDALE FDS92206C40958,957$4.5M0.10%
307INVESCO QQQ TRIVZ13,954$4.5M0.10%
308NORTHERN LTS FD TR IVNTRSO110,064$4.5M0.10%
309ISHARES TR46428770543,357$4.5M0.10%
310VANGUARD MALVERN FDS92202080593,123$4.5M0.10%
311SCHWAB STRATEGIC TR80852483994,813$4.4M0.10%
312VANGUARD SCOTTSDALE FDS92206C68070,483$4.4M0.10%
313ISHARES TR46428765524,826$4.4M0.10%
314PGIM ETF TR69344A10789,793$4.4M0.10%
315ISHARES INC46434G10390,729$4.4M0.10%
316ISHARES TR46428780445,584$4.4M0.10%
317FIDELITY COVINGTON TRUST31609260070,862$4.4M0.10%
318FIRST TR EXCHANGE-TRADED FD33739Q40872,484$4.3M0.10%
319VERIZON COMMUNICATIONS INCVZ111,060$4.3M0.10%
320ONEOK INC NEWOKE67,868$4.3M0.10%
321ISHARES TR46428720010,436$4.3M0.10%
322ISHARES TR46428766358,135$4.3M0.10%
323ISHARES TR46435GAA0180,639$4.3M0.10%
324COCA COLA COKO68,725$4.3M0.10%
325TESLA INCTSLA20,561$4.3M0.10%
326VANGUARD WORLD FDS92204A60322,358$4.3M0.10%
327DEVON ENERGY CORP NEW25179M10383,235$4.2M0.10%
328VISA INCV18,665$4.2M0.10%
329COCA COLA COKO67,253$4.2M0.10%
330ISHARES TR46428724238,255$4.2M0.10%
331GOLDMAN SACHS ETF TRNVGLF75,004$4.2M0.10%
332SELECT SECTOR SPDR TR81369Y50650,525$4.2M0.10%
333SALESFORCE INCCRM20,918$4.2M0.10%
334SELECT SECTOR SPDR TR81369Y80327,615$4.2M0.10%
335LOCKHEED MARTIN CORPLMT8,789$4.2M0.10%
336FIDELITY COVINGTON TRUST31609280836,458$4.2M0.10%
337VANGUARD INTL EQUITY INDEX F922042858102,771$4.2M0.10%
338EDWARDS LIFESCIENCES CORPEW50,025$4.1M0.10%
339HOME DEPOT INCHD14,011$4.1M0.09%
340VANGUARD INDEX FDS92290873616,530$4.1M0.09%
341HOME DEPOT INCHD13,923$4.1M0.09%
342SELECT SECTOR SPDR TR81369Y605127,628$4.1M0.09%
343ISHARES TR46435G474161,868$4.1M0.09%
344JPMORGAN CHASE & COVYLD31,203$4.1M0.09%
345AMAZON COM INCAMZN39,289$4.1M0.09%
346FIDELITY MERRIMACK STR TR31618830987,891$4.0M0.09%
347ISHARES TR46428746556,383$4.0M0.09%
348ISHARES TR46428772143,435$4.0M0.09%
349ISHARES TR46436E61993,072$4.0M0.09%
350J P MORGAN EXCHANGE TRADED F46641Q33273,304$4.0M0.09%
351HOME DEPOT INCHD13,541$4.0M0.09%
352BROADCOM INCAVGO6,228$4.0M0.09%
353INTEL CORPINTC121,879$4.0M0.09%
354ISHARES TR46435G193172,878$4.0M0.09%
355PACER FDS TR69374H709118,305$4.0M0.09%
356TESLA INCTSLA19,134$4.0M0.09%
357FIDELITY COVINGTON TRUST31609280834,819$4.0M0.09%
358FIDELITY COVINGTON TRUST31609230387,865$4.0M0.09%
359ISHARES TR46428851352,389$4.0M0.09%
360ISHARES TR46428743237,136$4.0M0.09%
361JOHNSON & JOHNSONJNJ25,471$3.9M0.09%
362BERKSHIRE HATHAWAY INC DELBRK-A12,731$3.9M0.09%
363ISHARES TR46428730961,359$3.9M0.09%
364VANGUARD BD INDEX FDS92193779350,915$3.9M0.09%
365CAPITAL GROUP DIVIDEND VALUE14020W106155,281$3.9M0.09%
366LOCKHEED MARTIN CORPLMT8,133$3.8M0.09%
367UBER TECHNOLOGIES INCUBER121,227$3.8M0.09%
368ALPHABET INCGOOG36,862$3.8M0.09%
369FIRST TR EXCHANGE-TRADED FD33733E10452,501$3.8M0.09%
370VANGUARD INDEX FDS92290861123,992$3.8M0.09%
371INVESCO EXCH TRADED FD TR IIIVZ28,775$3.8M0.09%
372PFIZER INCPFE93,084$3.8M0.09%
373ISHARES TR46429B68956,000$3.8M0.09%
374ISHARES TR46428722638,002$3.8M0.09%
375COSTCO WHSL CORP NEW22160K1057,619$3.8M0.09%
376ISHARES TR46428835665,765$3.8M0.09%
377ISHARES GOLD TRIAU100,895$3.8M0.09%
378VANGUARD BD INDEX FDS92193783550,906$3.8M0.09%
379AMERICAN EXPRESS COAXP22,773$3.8M0.09%
380GUGGENHEIM STRATEGIC OPPORTUGOF231,728$3.7M0.09%
381VANGUARD CHARLOTTE FDS92203J40775,785$3.7M0.09%
382PACER FDS TR69374H88178,621$3.7M0.08%
383KKR & CO INCKKRT70,036$3.7M0.08%
384VANGUARD WORLD FDS92204A80120,656$3.7M0.08%
385PFIZER INCPFE89,802$3.7M0.08%
386SALESFORCE INCCRM18,335$3.7M0.08%
387ISHARES TR46428857046,879$3.7M0.08%
388BLACKSTONE INCBX41,379$3.6M0.08%
389ALPHABET INCGOOG34,765$3.6M0.08%
390ISHARES TR46428765520,227$3.6M0.08%
391VANGUARD WORLD FDS92204A88437,270$3.6M0.08%
392VANGUARD WHITEHALL FDS92194640634,117$3.6M0.08%
393THERMO FISHER SCIENTIFIC INCTMO6,234$3.6M0.08%
394VANGUARD WORLD FDS92204A50415,054$3.6M0.08%
395KKR & CO INCKKRT68,158$3.6M0.08%
396ISHARES TR46428772138,569$3.6M0.08%
397ADVANCED MICRO DEVICES INCAMD36,478$3.6M0.08%
398PACER FDS TR69374H30364,851$3.6M0.08%
399CATERPILLAR INCCAT15,498$3.5M0.08%
400AMPLIFY ETF TR03210840999,966$3.5M0.08%
401ABBVIE INCABBV22,241$3.5M0.08%
402DISNEY WALT CO25468710635,301$3.5M0.08%
403ISHARES TR46428751511,598$3.5M0.08%
404GOLDMAN SACHS ETF TRNVGLF43,406$3.5M0.08%
405FIRST TR EXCHNG TRADED FD VI33740F80578,193$3.5M0.08%
406NEXTERA ENERGY INCNEE-PW45,619$3.5M0.08%
407PEPSICO INCPEP19,201$3.5M0.08%
408ISHARES TR46428745742,469$3.5M0.08%
409ISHARES TR46428865330,460$3.5M0.08%
410NIKE INCNKE28,182$3.5M0.08%
411PROCTER AND GAMBLE CO74271810923,301$3.5M0.08%
412BLACKSTONE INCBX39,329$3.5M0.08%
413ISHARES TR46436E767104,351$3.5M0.08%
414CHEVRON CORP NEWCVX21,116$3.4M0.08%
415LILLY ELI & COLLY10,016$3.4M0.08%
416ISHARES TR46429B69747,281$3.4M0.08%
417WP CAREY INC92936U10943,759$3.4M0.08%
418PBF ENERGY INCPBF79,108$3.4M0.08%
419ISHARES TR46428864667,851$3.4M0.08%
420VANGUARD INDEX FDS92290865224,451$3.4M0.08%
421PACER FDS TR69374H10589,797$3.4M0.08%
422COSTCO WHSL CORP NEW22160K1056,803$3.4M0.08%
423INVESCO EXCHANGE TRADED FD TIVZ23,346$3.4M0.08%
424ISHARES TR4642875237,590$3.4M0.08%
425SPDR DOW JONES INDL AVERAGE78467X10910,132$3.4M0.08%
426SELECT SECTOR SPDR TR81369Y30845,095$3.4M0.08%
427ISHARES TR46428715037,206$3.4M0.08%
428VANGUARD INTL EQUITY INDEX F92204285883,181$3.4M0.08%
429PIMCO DYNAMIC INCOME FD72201Y101184,049$3.4M0.08%
430DEERE & CODE8,124$3.4M0.08%
431META PLATFORMS INCMETA15,781$3.3M0.08%
432CISCO SYS INCCSCO63,916$3.3M0.08%
433PAR TECHNOLOGY CORPPAR98,244$3.3M0.08%
434ISHARES TR46428730952,092$3.3M0.08%
435ORACLE CORPORCL-PD35,788$3.3M0.08%
436VANGUARD WHITEHALL FDS92194640631,518$3.3M0.08%
437HERCULES CAPITAL INCHCXY257,609$3.3M0.08%
438ISHARES INC46434G855131,781$3.3M0.08%
439UNION PAC CORPUNP16,479$3.3M0.08%
440ISHARES TR46428717630,034$3.3M0.08%
441UNITEDHEALTH GROUP INCUNH6,995$3.3M0.08%
442PIMCO ETF TR72201R83333,167$3.3M0.08%
443BERKSHIRE HATHAWAY INC DELBRK-A10,659$3.3M0.08%
444CISCO SYS INCCSCO62,863$3.3M0.08%
445GENERAL MTRS CO37045V10089,526$3.3M0.08%
446NORTHROP GRUMMAN CORPNOC7,110$3.3M0.08%
447INVESCO EXCHANGE TRADED FD TIVZ69,294$3.3M0.08%
448VANGUARD INDEX FDS92290855339,293$3.3M0.07%
449GILEAD SCIENCES INCGILD39,315$3.3M0.07%
450INTERNATIONAL BUSINESS MACHSINTR24,880$3.3M0.07%
451BLACKROCK ETF TRUSTBLK72,025$3.3M0.07%
452VANGUARD SCOTTSDALE FDS92206C68051,024$3.2M0.07%
453ISHARES TR46428851342,472$3.2M0.07%
454ISHARES TR46428717628,890$3.2M0.07%
455J P MORGAN EXCHANGE TRADED F46641Q33258,264$3.2M0.07%
456ABBVIE INCABBV19,855$3.2M0.07%
457ISHARES TR46428722631,738$3.2M0.07%
458SPDR INDEX SHS FDS78463X47563,341$3.2M0.07%
459FIRST TRUST LRGCP GWT ALPHAD33735K10833,884$3.2M0.07%
460LILLY ELI & COLLY9,167$3.1M0.07%
461ISHARES TR46428841429,195$3.1M0.07%
462VALERO ENERGY CORPVLO22,489$3.1M0.07%
463ALPHABET INCGOOG30,241$3.1M0.07%
464NETFLIX INCNFLX9,057$3.1M0.07%
465INVESCO EXCH TRADED FD TR IIIVZ23,656$3.1M0.07%
466SPDR GOLD TRGLD16,910$3.1M0.07%
467VANGUARD INDEX FDS92290875116,291$3.1M0.07%
468SELECT SECTOR SPDR TR81369Y88645,619$3.1M0.07%
469VANGUARD INDEX FDS92290851222,945$3.1M0.07%
470NETFLIX INCNFLX8,891$3.1M0.07%
471ISHARES TR46428876026,660$3.1M0.07%
472SPDR INDEX SHS FDS78463X88994,746$3.0M0.07%
473INVESCO EXCHANGE TRADED FD TIVZ35,654$3.0M0.07%
474GLOBAL X FDS37954Y483177,120$3.0M0.07%
475INVESCO EXCH TRD SLF IDX FDIVZ146,854$3.0M0.07%
476VANGUARD BD INDEX FDS92193783540,940$3.0M0.07%
477AT&T INCT-PC156,625$3.0M0.07%
478SELECT SECTOR SPDR TR81369Y30840,263$3.0M0.07%
479VISA INCV13,294$3.0M0.07%
480CISCO SYS INCCSCO57,250$3.0M0.07%
481JOHNSON & JOHNSONJNJ19,295$3.0M0.07%
482INVESCO EXCHANGE TRADED FD TIVZ68,462$3.0M0.07%
483VANGUARD BD INDEX FDS92193781938,923$3.0M0.07%
484VANGUARD WORLD FDS92204A50412,519$3.0M0.07%
485ISHARES TR46428745736,255$3.0M0.07%
486ISHARES TR46428761412,167$3.0M0.07%
487THERMO FISHER SCIENTIFIC INCTMO5,129$3.0M0.07%
488SELECT SECTOR SPDR TR81369Y20922,774$2.9M0.07%
489LOWES COS INC54866110714,735$2.9M0.07%
490SELECT SECTOR SPDR TR81369Y80319,479$2.9M0.07%
491FIRST TR EXCHANGE-TRADED FD33738D40873,911$2.9M0.07%
492ISHARES TR46435U54961,114$2.9M0.07%
493DUKE ENERGY CORP NEWDUKB30,432$2.9M0.07%
494COSTCO WHSL CORP NEW22160K1055,889$2.9M0.07%
495ISHARES TR46428717626,512$2.9M0.07%
496ISHARES TR46428755622,629$2.9M0.07%
497MCDONALDS CORPMCD10,450$2.9M0.07%
498NORTHROP GRUMMAN CORPNOC6,325$2.9M0.07%
499ISHARES TR46428888531,072$2.9M0.07%
500VANGUARD INDEX FDS92290862913,723$2.9M0.07%