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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 2024 · Filed November 8, 2024 · Accession 0001420506-24-002255

Total Value
$9.23B
Positions
4,393
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA1,258,989$152.9M2.60%
2APPLE INCAAPL519,946$121.1M2.06%
3ISHARES TR464287200162,491$93.7M1.59%
4VANGUARD INDEX FDS922908736188,205$72.3M1.23%
5VANGUARD TAX-MANAGED FDS9219438581,261,192$66.6M1.13%
6MICROSOFT CORPMSFT154,270$66.4M1.13%
7ISHARES TR464287200109,216$63.0M1.07%
8INVESCO QQQ TRIVZ122,659$59.9M1.02%
9APPLE INCAAPL236,591$55.1M0.94%
10MICROSOFT CORPMSFT124,618$53.6M0.91%
11AMAZON COM INCAMZN262,386$48.9M0.83%
12ISHARES TR46434V6131,034,949$48.8M0.83%
13ISHARES TR46428720082,837$47.8M0.81%
14VANGUARD INDEX FDS922908744269,497$47.0M0.80%
15INVESCO QQQ TRIVZ91,310$44.6M0.76%
16ISHARES TR46432F339247,036$44.3M0.75%
17VANGUARD INDEX FDS92290836381,634$43.2M0.73%
18ISHARES TR46428720074,639$43.1M0.73%
19SPDR S&P 500 ETF TRSPY73,599$42.3M0.72%
20VANGUARD BD INDEX FDS921937827510,536$40.2M0.68%
21NVIDIA CORPORATIONNVDA322,880$39.2M0.67%
22ISHARES TR464287432387,073$38.0M0.65%
23VANGUARD CHARLOTTE FDS92203J407736,374$37.0M0.63%
24APPLE INCAAPL151,303$35.3M0.60%
25ISHARES TR46434V613742,338$35.0M0.59%
26APPLE INCAAPL148,958$34.7M0.59%
27VANGUARD INDEX FDS92290836365,304$34.6M0.59%
28VANGUARD BD INDEX FDS921937835442,058$33.2M0.56%
29NVIDIA CORPORATIONNVDA263,551$32.0M0.54%
30ISHARES TR464287440325,055$31.9M0.54%
31TRUST FOR PROFESSIONAL MANAG89834G729902,111$31.8M0.54%
32MICROSOFT CORPMSFT72,921$31.4M0.53%
33ISHARES TR46432F339172,190$30.9M0.52%
34SPDR S&P 500 ETF TRSPY52,815$30.3M0.51%
35NVIDIA CORPORATIONNVDA249,417$30.3M0.51%
36SPDR S&P 500 ETF TRSPY51,747$29.8M0.51%
37VANGUARD WHITEHALL FDS921946406220,218$28.2M0.48%
38ALPHABET INCGOOG167,088$27.7M0.47%
39VANGUARD SPECIALIZED FUNDS921908844138,909$27.6M0.47%
40VANGUARD INTL EQUITY INDEX F922042858569,264$27.2M0.46%
41ISHARES TR464287309281,734$27.0M0.46%
42PIMCO DYNAMIC INCOME FD72201Y1011,288,689$26.1M0.44%
43AMAZON COM INCAMZN138,268$25.8M0.44%
44VANGUARD INDEX FDS92290836348,144$25.4M0.43%
45MICROSOFT CORPMSFT57,751$24.9M0.42%
46META PLATFORMS INCMETA42,839$24.5M0.42%
47FIDELITY COMWLTH TR315912808339,739$24.3M0.41%
48VANGUARD SPECIALIZED FUNDS921908844121,999$24.2M0.41%
49ISHARES TR464287440240,861$23.6M0.40%
50TESLA INCTSLA89,573$23.4M0.40%
51VANGUARD TAX-MANAGED FDS921943858442,889$23.4M0.40%
52ISHARES TR464287663244,849$23.4M0.40%
53ISHARES TR46434V613494,358$23.3M0.40%
54COSTCO WHSL CORP NEW22160K10525,402$22.5M0.38%
55FIRST TR EXCHNG TRADED FD VI33740F755738,570$22.1M0.38%
56J P MORGAN EXCHANGE TRADED F46641Q332368,928$22.0M0.37%
57BERKSHIRE HATHAWAY INC DELBRK-A47,538$21.9M0.37%
58SPDR SER TR78464A854321,613$21.7M0.37%
59VANGUARD SCOTTSDALE FDS92206C73082,972$21.6M0.37%
60SPDR S&P 500 ETF TRSPY37,321$21.4M0.36%
61BERKSHIRE HATHAWAY INC DELBRK-A46,263$21.3M0.36%
62BLACKROCK ETF TRUSTBLK426,806$21.1M0.36%
63VANGUARD INDEX FDS92290876974,293$21.1M0.36%
64PACER FDS TR69374H881355,380$20.6M0.35%
65SPDR SER TR78468R663223,417$20.5M0.35%
66ISHARES TR464287309212,564$20.4M0.35%
67ISHARES TR464287226199,992$20.3M0.34%
68AMAZON COM INCAMZN108,551$20.2M0.34%
69ISHARES TR464287804171,964$20.1M0.34%
70CAPITAL GROUP DIVIDEND VALUE14020W106528,647$19.3M0.33%
71SCHWAB STRATEGIC TR808524797226,503$19.1M0.33%
72SPDR GOLD TRGLD78,347$19.0M0.32%
73ISHARES TR46429B663156,523$18.4M0.31%
74ISHARES TR464288877315,303$18.1M0.31%
75VANGUARD INDEX FDS922908744103,754$18.1M0.31%
76INVESCO QQQ TRIVZ36,155$17.7M0.30%
77ALPHABET INCGOOG104,980$17.6M0.30%
78VANGUARD INDEX FDS92290873643,811$16.8M0.29%
79FIRST TR EXCHANGE-TRADED FD33738R506282,676$16.7M0.28%
80ISHARES TR464288885155,418$16.7M0.28%
81ISHARES TR46428761443,981$16.5M0.28%
82APPLE INCAAPL70,374$16.4M0.28%
83TRUST FOR PROFESSIONAL MANAG89834G752530,198$16.1M0.27%
84CAPITAL GROUP GROWTH ETF14020G101461,672$16.1M0.27%
85META PLATFORMS INCMETA27,892$16.0M0.27%
86TRUST FOR PROFESSIONAL MANAG89834G737507,406$15.6M0.27%
87VANGUARD BD INDEX FDS921937819197,680$15.5M0.26%
88INVESCO ACTIVELY MANAGED EXCIVZ308,353$15.5M0.26%
89ISHARES TR464287804130,826$15.3M0.26%
90J P MORGAN EXCHANGE TRADED F46641Q332254,541$15.1M0.26%
91ISHARES TR464287309157,938$15.1M0.26%
92SELECT SECTOR SPDR TR81369Y80366,016$14.9M0.25%
93ISHARES TR46428720025,822$14.9M0.25%
94ISHARES TR464287804126,682$14.8M0.25%
95VANGUARD SCOTTSDALE FDS92206C771308,632$14.6M0.25%
96AMAZON COM INCAMZN77,619$14.5M0.25%
97ISHARES TR464287242127,410$14.4M0.24%
98ISHARES TR46432F842184,026$14.4M0.24%
99ISHARES TR464287507227,198$14.2M0.24%
100SPDR SER TR78464A409170,325$14.1M0.24%
101ISHARES TR46428740871,474$14.1M0.24%
102VANGUARD BD INDEX FDS921937793187,229$14.1M0.24%
103VANGUARD INDEX FDS92290836326,348$13.9M0.24%
104ISHARES TR464288588145,050$13.9M0.24%
105ISHARES TR46429B697152,116$13.9M0.24%
106ASTRANA HEALTH INCASTH237,370$13.8M0.23%
107MICROSOFT CORPMSFT31,826$13.7M0.23%
108ALPHABET INCGOOG81,517$13.5M0.23%
109J P MORGAN EXCHANGE TRADED F46641Q837265,701$13.5M0.23%
110VANGUARD INDEX FDS92290875156,454$13.4M0.23%
111BLACKROCK ETF TRUSTBLK269,237$13.3M0.23%
112INVESCO EXCHANGE TRADED FD TIVZ196,596$13.2M0.22%
113VANGUARD INDEX FDS92290874475,296$13.1M0.22%
114FIRST TR EXCHANGE-TRADED FD33738D606578,236$13.0M0.22%
115VANGUARD BD INDEX FDS921937835170,555$12.8M0.22%
116ISHARES TR464288414116,859$12.7M0.22%
117INVESCO EXCH TRADED FD TR IIIVZ127,453$12.5M0.21%
118INVESCO QQQ TRIVZ25,460$12.4M0.21%
119VANGUARD WORLD FD92191084096,686$12.4M0.21%
120NVIDIA CORPORATIONNVDA101,599$12.3M0.21%
121J P MORGAN EXCHANGE TRADED F46641Q332205,270$12.2M0.21%
122MASTERCARD INCORPORATEDMA24,679$12.2M0.21%
123FIRST TR EXCHANGE-TRADED FD33733E104134,031$12.2M0.21%
124ISHARES TR464287226118,814$12.0M0.20%
125VANGUARD SPECIALIZED FUNDS92190884460,174$11.9M0.20%
126VANGUARD INDEX FDS92290876941,911$11.9M0.20%
127ELI LILLY & COLLY13,258$11.7M0.20%
128FIRST TR VALUE LINE DIVID IN33734H106257,557$11.7M0.20%
129AMAZON COM INCAMZN62,671$11.7M0.20%
130ISHARES TR46429B655225,889$11.5M0.20%
131ISHARES TR46428866195,709$11.4M0.19%
132ISHARES TR464288414104,952$11.4M0.19%
133VANECK ETF TRUST92189F67646,227$11.3M0.19%
134FIDELITY MERRIMACK STR TR316188309241,204$11.3M0.19%
135BROADCOM INCAVGO64,909$11.2M0.19%
136ALPHABET INCGOOG66,277$11.1M0.19%
137PACER FDS TR69374H105208,824$11.0M0.19%
138INVESCO EXCH TRADED FD TR IIIVZ152,864$11.0M0.19%
139SCHWAB STRATEGIC TR808524300105,205$11.0M0.19%
140NORTHERN LTS FD TR IVNTRSO203,772$11.0M0.19%
141FIRST TR EXCHANGE-TRADED FD33739Q408182,114$10.9M0.19%
142FIDELITY COVINGTON TRUST316092303212,248$10.8M0.18%
143VANGUARD INDEX FDS92290874462,066$10.8M0.18%
144SPDR GOLD TRGLD44,250$10.8M0.18%
145ISHARES TR46434V621169,918$10.7M0.18%
146ISHARES TR46428740853,370$10.5M0.18%
147FIRST TR EXCHANGE-TRADED FD33738R506177,451$10.5M0.18%
148META PLATFORMS INCMETA18,249$10.4M0.18%
149VANGUARD INDEX FDS92290875143,664$10.4M0.18%
150ISHARES TR46434V860204,119$10.3M0.18%
151TESLA INCTSLA39,332$10.3M0.17%
152VANGUARD INDEX FDS92290862938,953$10.3M0.17%
153ISHARES TR46432F33957,300$10.3M0.17%
154ISHARES TR46428740851,921$10.2M0.17%
155VANGUARD WORLD FD92204A70217,418$10.2M0.17%
156INVESCO EXCHANGE TRADED FD TIVZ218,269$10.2M0.17%
157ISHARES TR46434V456244,865$10.2M0.17%
158SPDR GOLD TRGLD41,757$10.1M0.17%
159VANGUARD WHITEHALL FDS92194640679,126$10.1M0.17%
160VANGUARD INDEX FDS92290873626,243$10.1M0.17%
161INVESCO EXCH TRADED FD TR IIIVZ50,124$10.1M0.17%
162ISHARES TR464288877174,521$10.0M0.17%
163ISHARES TR464287465118,699$9.9M0.17%
164ISHARES TR464288588103,576$9.9M0.17%
165JPMORGAN CHASE & CO.VYLD46,978$9.9M0.17%
166WISDOMTREE TRWT196,252$9.9M0.17%
167INVESCO QQQ TRIVZ20,130$9.8M0.17%
168ISHARES TR464287507156,820$9.8M0.17%
169ISHARES INC46434G764158,013$9.7M0.16%
170BERKSHIRE HATHAWAY INC DELBRK-A20,936$9.6M0.16%
171VISA INCV34,860$9.6M0.16%
172FIRST TR EXCHANGE-TRADED FD33738D606426,897$9.6M0.16%
173AMGEN INCAMGN29,551$9.5M0.16%
174SELECT SECTOR SPDR TR81369Y80341,946$9.5M0.16%
175J P MORGAN EXCHANGE TRADED F46641Q332158,895$9.5M0.16%
176ADVANCED MICRO DEVICES INCAMD57,521$9.4M0.16%
177SCHWAB STRATEGIC TR808524797111,295$9.4M0.16%
178PROCTER AND GAMBLE CO74271810954,233$9.4M0.16%
179VANGUARD INDEX FDS92290876932,928$9.4M0.16%
180VANGUARD INDEX FDS92290836317,658$9.3M0.16%
181VANGUARD INTL EQUITY INDEX F922042775147,896$9.3M0.16%
182VANGUARD SCOTTSDALE FDS92206C68095,472$9.2M0.16%
183AMPLIFY ETF TR032108409223,216$9.2M0.16%
184ISHARES TR46428772160,630$9.2M0.16%
185INVESCO EXCHANGE TRADED FD TIVZ133,384$9.2M0.16%
186BERKSHIRE HATHAWAY INC DELBRK-A19,877$9.1M0.16%
187JPMORGAN CHASE & CO.VYLD43,333$9.1M0.16%
188VANGUARD WORLD FD92204A87652,122$9.1M0.15%
189VANGUARD INDEX FDS92290862934,552$9.1M0.15%
190VANGUARD INDEX FDS92290876932,077$9.1M0.15%
191SPDR DOW JONES INDL AVERAGE78467X10921,437$9.1M0.15%
192ISHARES TR46428888583,261$9.0M0.15%
193INVESCO EXCHANGE TRADED FD TIVZ85,505$8.9M0.15%
194VANGUARD SCOTTSDALE FDS92206C66499,098$8.9M0.15%
195HOME DEPOT INCHD21,802$8.8M0.15%
196ISHARES TR46428765539,977$8.8M0.15%
197EXXON MOBIL CORPXOM75,300$8.8M0.15%
198VANGUARD WORLD FD92204A20739,975$8.8M0.15%
199VANGUARD WORLD FD92204A50430,978$8.8M0.15%
200META PLATFORMS INCMETA15,231$8.7M0.15%
201VANGUARD WORLD FD92204A10825,552$8.7M0.15%
202SPDR S&P MIDCAP 400 ETF TRMDY15,182$8.7M0.15%
203VANGUARD WORLD FD92204A60333,234$8.7M0.15%
204VANGUARD INDEX FDS92290875136,415$8.6M0.15%
205VANGUARD WORLD FD92204A40578,290$8.6M0.15%
206ALPHABET INCGOOG51,328$8.6M0.15%
207ISHARES GOLD TRIAU172,454$8.6M0.15%
208PACER FDS TR69374H857183,568$8.6M0.15%
209ABBVIE INCABBV42,960$8.5M0.14%
210CHEVRON CORP NEWCVX57,347$8.4M0.14%
211SPDR S&P 500 ETF TRSPY14,700$8.4M0.14%
212VANGUARD MUN BD FDS922907746164,762$8.4M0.14%
213ISHARES TR46434VBG4333,964$8.4M0.14%
214INVESCO EXCHANGE TRADED FD TIVZ124,367$8.4M0.14%
215MONOLITHIC PWR SYS INC6098391059,036$8.4M0.14%
216VANGUARD STAR FDS921909768128,658$8.3M0.14%
217PACER FDS TR69374H881142,806$8.3M0.14%
218JOHNSON & JOHNSONJNJ51,167$8.3M0.14%
219ALPHABET INCGOOG49,956$8.3M0.14%
220SPDR S&P 500 ETF TRSPY14,336$8.2M0.14%
221WALMART INCWMT100,791$8.1M0.14%
222REALTY INCOME CORPO127,325$8.1M0.14%
223PACER FDS TR69374H428168,237$8.1M0.14%
224UBER TECHNOLOGIES INCUBER106,134$8.0M0.14%
225ISHARES TR46428788757,138$8.0M0.14%
226VANGUARD INDEX FDS92290855381,012$7.9M0.13%
227BLACKROCK ETF TRUST IIBLK148,066$7.9M0.13%
228ISHARES TR46428759841,628$7.9M0.13%
229ISHARES TR46428851397,601$7.8M0.13%
230CAPITAL GRP FIXED INCM ETF T14020Y300280,987$7.8M0.13%
231ISHARES TR46434VBD1310,052$7.8M0.13%
232VANGUARD BD INDEX FDS921937835103,394$7.8M0.13%
233JPMORGAN CHASE & CO.VYLD36,751$7.7M0.13%
234PACER FDS TR69374H881133,651$7.7M0.13%
235J P MORGAN EXCHANGE TRADED F46654Q203140,800$7.7M0.13%
236PACER FDS TR69374H303105,415$7.7M0.13%
237PACER FDS TR69374H881133,208$7.7M0.13%
238VANGUARD WORLD FD92204A80136,148$7.7M0.13%
239INVESCO QQQ TRIVZ15,700$7.7M0.13%
240ISHARES TR46428715060,863$7.6M0.13%
241VANGUARD WORLD FD92204A88452,103$7.6M0.13%
242BLACKROCK ETF TRUSTBLK152,884$7.6M0.13%
243VANGUARD SCOTTSDALE FDS92206C87090,289$7.6M0.13%
244TRUST FOR PROFESSIONAL MANAG89834G729213,952$7.5M0.13%
245KKR & CO INCKKRT57,315$7.5M0.13%
246QUALCOMM INCQCOM43,883$7.5M0.13%
247PFIZER INCPFE257,715$7.5M0.13%
248ISHARES TR464287507119,143$7.4M0.13%
249VANGUARD BD INDEX FDS92193782793,899$7.4M0.13%
250VANGUARD TAX-MANAGED FDS921943858139,564$7.4M0.13%
251SPDR SER TR78464A508138,578$7.3M0.12%
252VANGUARD WHITEHALL FDS92194640657,054$7.3M0.12%
253ISHARES TR46428722672,013$7.3M0.12%
254SELECT SECTOR SPDR TR81369Y605159,629$7.2M0.12%
255ISHARES TR464288877125,421$7.2M0.12%
256ISHARES SILVER TRSLV253,157$7.2M0.12%
257VANGUARD INDEX FDS92290855373,130$7.2M0.12%
258BERKSHIRE HATHAWAY INC DELBRK-A15,600$7.2M0.12%
259J P MORGAN EXCHANGE TRADED F46641Q332120,636$7.2M0.12%
260ALPHABET INCGOOG43,229$7.2M0.12%
261ELI LILLY & COLLY8,075$7.2M0.12%
262EXXON MOBIL CORPXOM61,019$7.2M0.12%
263ISHARES TR46428722670,602$7.1M0.12%
264SELECT SECTOR SPDR TR81369Y20946,386$7.1M0.12%
265BLACKROCK ETF TRUSTBLK113,828$7.1M0.12%
266JOHNSON & JOHNSONJNJ43,510$7.1M0.12%
267ISHARES TR46428715055,570$7.0M0.12%
268ALPHABET INCGOOG41,688$7.0M0.12%
269VANGUARD BD INDEX FDS92193781988,778$7.0M0.12%
270SELECT SECTOR SPDR TR81369Y20944,964$6.9M0.12%
271ISHARES TR46435GAA0284,917$6.9M0.12%
272COSTCO WHSL CORP NEW22160K1057,809$6.9M0.12%
273ISHARES TR46434V621110,069$6.9M0.12%
274DBX ETF TR233051200162,956$6.8M0.12%
275VANGUARD INDEX FDS92290874439,058$6.8M0.12%
276VANGUARD INDEX FDS92290855369,831$6.8M0.12%
277ADVANCED MICRO DEVICES INCAMD41,488$6.8M0.12%
278J P MORGAN EXCHANGE TRADED F46654Q203123,588$6.8M0.12%
279SELECT SECTOR SPDR TR81369Y20943,917$6.8M0.11%
280FIRST TR EXCHNG TRADED FD VI33740F805149,457$6.8M0.11%
281META PLATFORMS INCMETA11,788$6.7M0.11%
282ABBVIE INCABBV34,068$6.7M0.11%
283SPDR SER TR78464A76347,230$6.7M0.11%
284PEPSICO INCPEP39,273$6.7M0.11%
285DISNEY WALT CO25468710669,399$6.7M0.11%
286ISHARES TR46428888561,978$6.7M0.11%
287SPDR SER TR78464A664229,315$6.7M0.11%
288INVESCO EXCH TRADED FD TR IIIVZ33,137$6.7M0.11%
289ISHARES TR46428851382,791$6.6M0.11%
290COSTCO WHSL CORP NEW22160K1057,456$6.6M0.11%
291VANGUARD STAR FDS921909768101,776$6.6M0.11%
292CAPITAL GROUP INTL FOCUS EQT14019W109242,747$6.5M0.11%
293VERIZON COMMUNICATIONS INCVZ144,753$6.5M0.11%
294SPDR SER TR78464A40978,197$6.5M0.11%
295NETFLIX INCNFLX9,079$6.4M0.11%
296ISHARES TR46428743265,571$6.4M0.11%
297ISHARES TR46428743265,351$6.4M0.11%
298SELECT SECTOR SPDR TR81369Y30877,142$6.4M0.11%
299PACCAR INCPCAR64,744$6.4M0.11%
300VISA INCV23,179$6.4M0.11%
301TAIWAN SEMICONDUCTOR MFG LTD87403910036,653$6.4M0.11%
302MERCK & CO INCMRK55,386$6.3M0.11%
303ISHARES TR46428780453,611$6.3M0.11%
304VANGUARD CHARLOTTE FDS92203J407124,418$6.3M0.11%
305FIDELITY COVINGTON TRUST31609280835,806$6.2M0.11%
306TESLA INCTSLA23,865$6.2M0.11%
307ABBVIE INCABBV31,589$6.2M0.11%
308VANGUARD WORLD FD92191081619,307$6.2M0.11%
309INVESCO EXCH TRD SLF IDX FDIVZ293,260$6.2M0.11%
310FIRST TR VALUE LINE DIVID IN33734H106134,691$6.1M0.10%
311WALMART INCWMT75,715$6.1M0.10%
312UNITEDHEALTH GROUP INCUNH10,423$6.1M0.10%
313ELI LILLY & COLLY6,848$6.1M0.10%
314ISHARES TR46428888556,293$6.1M0.10%
315VANGUARD MALVERN FDS922020805122,833$6.1M0.10%
316VANGUARD ADMIRAL FDS INC92193250517,291$6.0M0.10%
317ISHARES TR46432F84276,565$6.0M0.10%
318INVESCO EXCHANGE TRADED FD TIVZ58,145$6.0M0.10%
319SELECT SECTOR SPDR TR81369Y80326,386$6.0M0.10%
320AMERICAN EXPRESS COAXP21,920$5.9M0.10%
321ISHARES TR46429B66350,453$5.9M0.10%
322BROADCOM INCAVGO34,314$5.9M0.10%
323ISHARES INC46434G103102,951$5.9M0.10%
324FIRST TR EXCHANGE TRADED FD33733E823189,236$5.9M0.10%
325WALMART INCWMT72,724$5.9M0.10%
326ISHARES TR464288638108,968$5.9M0.10%
327ISHARES TR46428752325,301$5.8M0.10%
328VANGUARD SCOTTSDALE FDS92206C10298,843$5.8M0.10%
329VANGUARD SPECIALIZED FUNDS92190884429,152$5.8M0.10%
330SPROTT PHYSICAL GOLD TRSII281,910$5.7M0.10%
331FIRST TR EXCHNG TRADED FD VI33740F755191,884$5.7M0.10%
332LOCKHEED MARTIN CORPLMT9,800$5.7M0.10%
333VANGUARD CHARLOTTE FDS92203J407113,771$5.7M0.10%
334ORACLE CORPORCL-PD33,537$5.7M0.10%
335JOHNSON & JOHNSONJNJ35,236$5.7M0.10%
336COSTCO WHSL CORP NEW22160K1056,439$5.7M0.10%
337VISA INCV20,677$5.7M0.10%
338VANGUARD WORLD FD92204A7029,659$5.7M0.10%
339UNITEDHEALTH GROUP INCUNH9,704$5.7M0.10%
340EXXON MOBIL CORPXOM48,372$5.7M0.10%
341ISHARES TR46428724250,003$5.6M0.10%
342COSTCO WHSL CORP NEW22160K1056,367$5.6M0.10%
343VANGUARD MUN BD FDS922907746110,407$5.6M0.10%
344NORTHERN LTS FD TR IVNTRSO104,852$5.6M0.10%
345ISHARES TR46428760661,083$5.6M0.10%
346JPMORGAN CHASE & CO.VYLD26,519$5.6M0.10%
347CINTAS CORPCTAS27,146$5.6M0.09%
348MCDONALDS CORPMCD18,311$5.6M0.09%
349JANUS DETROIT STR TR47103U845109,573$5.6M0.09%
350VANECK ETF TRUST92189F106139,631$5.6M0.09%
351ISHARES TR46428750789,204$5.6M0.09%
352BRISTOL-MYERS SQUIBB COCELG-RI107,180$5.5M0.09%
353VANGUARD SCOTTSDALE FDS92206C66461,725$5.5M0.09%
354BANK AMERICA CORP060505104138,930$5.5M0.09%
355VANGUARD INDEX FDS92290863720,824$5.5M0.09%
356ISHARES TR46428772136,170$5.5M0.09%
357ISHARES TR46428858857,073$5.5M0.09%
358PACER FDS TR69374H88193,874$5.4M0.09%
359CAPITAL GROUP DIVIDEND VALUE14020W106148,624$5.4M0.09%
360INVESCO ACTIVELY MANAGED EXCIVZ214,808$5.4M0.09%
361ISHARES TR46428724247,605$5.4M0.09%
362CHEVRON CORP NEWCVX36,401$5.4M0.09%
363RTX CORPORATIONRTX44,233$5.4M0.09%
364SPDR SER TR78468R66358,348$5.4M0.09%
365HOME DEPOT INCHD13,186$5.3M0.09%
366ELI LILLY & COLLY6,020$5.3M0.09%
367FIRST TR EXCHNG TRADED FD VI33740U703212,525$5.3M0.09%
368ISHARES INC46434G76486,993$5.3M0.09%
369FIRST TR EXCHANGE-TRADED FD33733E10458,410$5.3M0.09%
370AUTOMATIC DATA PROCESSING INADP19,054$5.3M0.09%
371FIDELITY COVINGTON TRUST31609280830,210$5.3M0.09%
372STARBUCKS CORPSBUX54,007$5.3M0.09%
373ISHARES TR46428745763,194$5.3M0.09%
374VANGUARD INDEX FDS92290861126,153$5.3M0.09%
375ABBVIE INCABBV26,553$5.2M0.09%
376ISHARES TR4642872009,064$5.2M0.09%
377SPDR SER TR78468R66356,679$5.2M0.09%
378VANGUARD WORLD FD92204A20723,604$5.2M0.09%
379ISHARES TR46435G193217,365$5.2M0.09%
380ISHARES TR46429B69756,414$5.2M0.09%
381AT&T INCT-PC233,906$5.1M0.09%
382PROCTER AND GAMBLE CO74271810929,620$5.1M0.09%
383VERIZON COMMUNICATIONS INCVZ113,938$5.1M0.09%
384ISHARES TR46436E866218,194$5.1M0.09%
385BROADCOM INCAVGO29,575$5.1M0.09%
386VANECK ETF TRUST92189F64352,610$5.1M0.09%
387UNITEDHEALTH GROUP INCUNH8,722$5.1M0.09%
388ISHARES TR46428857046,644$5.1M0.09%
389ISHARES TR46436E767103,042$5.1M0.09%
390ADOBE INCADBE9,746$5.0M0.09%
391ISHARES TR46428762216,041$5.0M0.09%
392ISHARES TR464288687151,751$5.0M0.09%
393VANECK ETF TRUST92189F64351,446$5.0M0.08%
394FIRST TR EXCHANGE-TRADED FD33733E10454,841$5.0M0.08%
395SELECT SECTOR SPDR TR81369Y88661,547$5.0M0.08%
396FIRST TR EXCHANGE-TRADED FD33738R50683,904$5.0M0.08%
397AIM ETF PRODUCTS TRUST00888H877156,307$5.0M0.08%
398CADENCE DESIGN SYSTEM INCCDNS18,304$5.0M0.08%
399INTERNATIONAL BUSINESS MACHSINTR22,437$5.0M0.08%
400EXXON MOBIL CORPXOM42,167$4.9M0.08%
401ISHARES TR46429B65596,767$4.9M0.08%
402SCHWAB STRATEGIC TR80852430047,406$4.9M0.08%
403VANGUARD WORLD FD92204A7028,389$4.9M0.08%
404SELECT SECTOR SPDR TR81369Y605108,660$4.9M0.08%
405PARKER-HANNIFIN CORPPH7,790$4.9M0.08%
406CAPITAL GROUP DIVIDEND VALUE14020W106134,320$4.9M0.08%
407ELI LILLY & COLLY5,545$4.9M0.08%
408HOME DEPOT INCHD12,094$4.9M0.08%
409ISHARES TR46428765522,096$4.9M0.08%
410VANGUARD WORLD FD92204A30639,612$4.9M0.08%
411PIMCO ETF TR72201R83348,339$4.9M0.08%
412KEURIG DR PEPPER INCKDP128,445$4.8M0.08%
413ISHARES TR46428743249,290$4.8M0.08%
414MEDTRONIC PLCMDT53,287$4.8M0.08%
415INTERNATIONAL BUSINESS MACHSINTR21,819$4.8M0.08%
416PIMCO ETF TR72201R78350,458$4.8M0.08%
417INVESCO EXCHANGE TRADED FD TIVZ26,848$4.8M0.08%
418PROCTER AND GAMBLE CO74271810927,663$4.8M0.08%
419VANGUARD ADMIRAL FDS INC92193288545,201$4.8M0.08%
420MASTERCARD INCORPORATEDMA9,699$4.8M0.08%
421FIRST TR EXCHNG TRADED FD VI33740F755159,896$4.8M0.08%
422COCA COLA COKO65,858$4.8M0.08%
423VANGUARD INDEX FDS92290855348,276$4.7M0.08%
424FIRST TR EXCHANGE-TRADED FD33739Q70586,371$4.7M0.08%
425T ROWE PRICE ETF INC87283Q867142,399$4.7M0.08%
426ISHARES U S ETF TR46431W60654,437$4.7M0.08%
427INVESCO EXCHANGE TRADED FD TIVZ124,050$4.7M0.08%
428CAPITAL GROUP GROWTH ETF14020G101134,304$4.7M0.08%
429ISHARES TR46428750774,933$4.7M0.08%
430SPDR SER TR78464A76332,860$4.7M0.08%
431BLACKROCK ETF TRUST IIBLK86,891$4.7M0.08%
432LOCKHEED MARTIN CORPLMT7,943$4.6M0.08%
433ISHARES TR46428759824,353$4.6M0.08%
434INNOVATOR ETFS TRUSTINHD149,925$4.6M0.08%
435CHEVRON CORP NEWCVX31,373$4.6M0.08%
436VANGUARD WORLD FD92191070957,924$4.6M0.08%
437ISHARES TR46428947986,330$4.6M0.08%
438NETFLIX INCNFLX6,478$4.6M0.08%
439ISHARES TR46428722645,190$4.6M0.08%
440VANGUARD WORLD FD92204A7027,777$4.6M0.08%
441AIM ETF PRODUCTS TRUST00888H869154,990$4.6M0.08%
442VERIZON COMMUNICATIONS INCVZ101,398$4.6M0.08%
443ISHARES TR46428730947,495$4.5M0.08%
444HERCULES CAPITAL INCHCXY230,993$4.5M0.08%
445BROADCOM INCAVGO26,291$4.5M0.08%
446SELECT SECTOR SPDR TR81369Y88655,859$4.5M0.08%
447SPDR GOLD TRGLD18,534$4.5M0.08%
448ISHARES TR46428770536,204$4.5M0.08%
449PIMCO ETF TR72201R83344,372$4.5M0.08%
450ALPHABET INCGOOG26,651$4.5M0.08%
451ISHARES TR46428770535,890$4.4M0.08%
452ISHARES TR46428765519,978$4.4M0.07%
453PACER FDS TR69374H85794,434$4.4M0.07%
454PEPSICO INCPEP25,884$4.4M0.07%
455ISHARES TR46428752319,046$4.4M0.07%
456COCA COLA COKO60,741$4.4M0.07%
457TRUST FOR PROFESSIONAL MANAG89834G745174,294$4.4M0.07%
458ISHARES GOLD TRIAU88,063$4.4M0.07%
459ISHARES TR46432F84255,978$4.4M0.07%
460INVESCO EXCH TRD SLF IDX FDIVZ206,183$4.4M0.07%
461GOLDMAN SACHS ETF TRNVGLF55,244$4.4M0.07%
462ISHARES TR46429B66336,921$4.3M0.07%
463COCA-COLA EUROPACIFIC PARTNECCEP54,825$4.3M0.07%
464ISHARES TR46432F83459,420$4.3M0.07%
465INVESCO EXCHANGE TRADED FD TIVZ41,153$4.3M0.07%
466J P MORGAN EXCHANGE TRADED F46654Q20378,219$4.3M0.07%
467SPDR INDEX SHS FDS78463X509103,978$4.3M0.07%
468ISHARES TR46428780436,679$4.3M0.07%
469ISHARES TR46428772128,281$4.3M0.07%
470ISHARES TR46435G42533,969$4.3M0.07%
471SPDR INDEX SHS FDS78463X889113,951$4.3M0.07%
472LOCKHEED MARTIN CORPLMT7,318$4.3M0.07%
473ISHARES TR46428864681,153$4.3M0.07%
474SPDR SER TR78468R66346,541$4.3M0.07%
475MASTERCARD INCORPORATEDMA8,633$4.3M0.07%
476SPDR S&P MIDCAP 400 ETF TRMDY7,403$4.2M0.07%
477ISHARES TR46428865338,678$4.2M0.07%
478JPMORGAN CHASE & CO.VYLD19,858$4.2M0.07%
479FIRST TR EXCHNG TRADED FD VI33740F581146,064$4.2M0.07%
480SCHWAB STRATEGIC TR80852430040,074$4.2M0.07%
481LOCKHEED MARTIN CORPLMT7,140$4.2M0.07%
482JANUS DETROIT STR TR47103U84581,843$4.2M0.07%
483SCHWAB STRATEGIC TR80852483987,525$4.2M0.07%
484SERVICENOW INCNOW4,650$4.2M0.07%
485INVESCO EXCH TRD SLF IDX FDIVZ200,937$4.1M0.07%
486INVESCO EXCHANGE TRADED FD TIVZ61,652$4.1M0.07%
487ISHARES TR46436E858179,525$4.1M0.07%
488ISHARES TR46428746549,461$4.1M0.07%
489CITIGROUP INCC-PR65,988$4.1M0.07%
490HOME DEPOT INCHD10,184$4.1M0.07%
491SALESFORCE INCCRM14,987$4.1M0.07%
492LEGG MASON ETF INVT52468L505131,553$4.1M0.07%
493ETFS GOLD TR00326A104162,243$4.1M0.07%
494SPDR SER TR78464A50877,116$4.1M0.07%
495GOLDMAN SACHS ETF TRNVGLF40,627$4.1M0.07%
496PIMCO ETF TR72201R77543,027$4.1M0.07%
497AB ACTIVE ETFS INC00039J830112,881$4.1M0.07%
498ISHARES INC46434G76466,231$4.0M0.07%
499SCHWAB STRATEGIC TR80852479747,829$4.0M0.07%
500COCA COLA COKO55,867$4.0M0.07%