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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

Westside Investment Management, Inc.

Quarter ended Q3 2023 · Filed July 14, 2023 · Accession 0001538383-23-000003

Total Value
$354.2M
Positions
1,044
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL92290876951,261$11.3M3.25%
2APPLE INCAAPL57,945$11.2M3.23%
3INVESCO QQQIVZ30,178$11.1M3.21%
4VANGUARD HIGH92194640692,746$9.8M2.83%
5MICROSOFT CORPMSFT22,547$7.7M2.21%
6APPLE INCAAPL36,516$7.0M2.02%
7ISHARES CORE46432F842103,122$7.0M2.00%
8ISHARES CORE46428722665,198$6.4M1.84%
9UBER TECHNOLOGIESUBER134,750$5.8M1.67%
10PIMCO EHNANCED72201R83351,888$5.2M1.49%
11VANGUARD DIVIDEND92190884431,735$5.2M1.48%
12AMAZON COMAMZN38,887$5.1M1.46%
13VANGUARD CONSUMER92204A10817,826$5.0M1.45%
14ISHARES CORE46434V613110,992$5.0M1.45%
15JPMORGAN46641Q83796,080$4.8M1.39%
16ALPHABET INCGOOG38,296$4.6M1.32%
17SPDR SERIES78464A76332,599$4.0M1.15%
18SPDR GOLDGLD22,244$4.0M1.14%
19META PLATFORMSMETA13,791$4.0M1.14%
20CVS HEALTHCVS56,961$3.9M1.13%
21SECTOR TECHNOLOGY81369Y80322,599$3.9M1.13%
22FIRST TRUST33739P86372,100$3.5M1.02%
23PIMCO SHORT72201R87469,100$3.4M0.98%
24NORTHROP GRUMMAN CONOC7,434$3.4M0.98%
25UNITED RENTALSURI7,334$3.3M0.94%
26FIRST TRUST33739N10861,450$3.1M0.90%
27TUTOR PERINITPC432,590$3.1M0.89%
28ALPHABET INCGOOG24,127$2.9M0.84%
29BRINKS COMPANYBCO37,793$2.6M0.74%
30HARROW HEALTHHROW133,744$2.5M0.73%
31PITNEY BOWESPBI-PB704,014$2.5M0.72%
32SHOPIFY INCSHOP37,020$2.4M0.69%
33SPDR NUVEEN78468R73950,645$2.4M0.69%
34BLACKSTONE INCBX25,093$2.3M0.67%
35ISHARES 1-3YR46428745728,573$2.3M0.67%
36QUALCOMM INCQCOM19,184$2.3M0.66%
37ISHARES CORE46428780422,467$2.2M0.64%
38ABBVIE INCABBV16,604$2.2M0.64%
39SECTOR FINANCIAL81369Y60566,220$2.2M0.64%
40VANGUARD HEALTH92204A5048,029$2.0M0.57%
41ISHARES NATIONAL46428841418,336$2.0M0.56%
42ISHARES CORE46434G10339,688$2.0M0.56%
43ISHARES CALIFORNIA46428835634,102$1.9M0.56%
44PIMCO INTERMEDIATE72201R86636,993$1.9M0.55%
45FIRST TRUST33740F80541,627$1.8M0.53%
46AMGEN INCAMGN8,252$1.8M0.53%
47COHERENT CORPCOHR35,855$1.8M0.53%
48ETON PHARMACEUTICALSETON518,751$1.8M0.52%
49VANGUARD TOTAL92193783524,563$1.8M0.51%
50SPDR S&PSPY4,025$1.8M0.51%
51WISDOMTREE U SWT18,121$1.7M0.49%
52GILEAD SCIENCESGILD21,887$1.7M0.49%
53VANGUARD TOTAL92190976828,679$1.6M0.46%
54VANGUARD CONSUMER92204A2078,248$1.6M0.46%
55ORACLE CORPORCL-PD13,332$1.6M0.46%
56ALIBABA GROUPBBAAY19,007$1.6M0.46%
57SPDR PORTFOLIO78464A80529,094$1.6M0.46%
58BOEING COMPANYBA-PA7,485$1.6M0.45%
59AMAZON COM INCAMZN12,050$1.6M0.45%
60NORTHROP GRUMMANNOC3,410$1.6M0.45%
61VANGUARD SMALL9229087517,761$1.5M0.44%
62SECTOR HEALTHCARE81369Y20911,255$1.5M0.43%
63ISHARES 20 PLUS46428743214,401$1.5M0.43%
64VANGUARD FSTE92204285836,414$1.5M0.43%
65DRAFTKINGS INCDKNG55,715$1.5M0.43%
66CIGNA GROUP1255231005,241$1.5M0.42%
67REVVITY INCRVTY12,238$1.5M0.42%
68COLUMBIA INTL19761L20151,695$1.4M0.41%
69ALPHABET INC CLASS CGOOG11,600$1.4M0.40%
70MEDTRONIC PLCMDT15,606$1.4M0.40%
71ISHARES BIOTECHNOLOGY46428755610,719$1.4M0.39%
72FEDEX CORPFDX5,303$1.3M0.38%
73FIRST TRUST33733E3027,874$1.3M0.37%
74ELI LILLYLLY2,638$1.2M0.36%
75HEWLETT PACKARDHPE-PC73,138$1.2M0.35%
76PAYPAL HOLDINGSPYPL17,883$1.2M0.34%
77BROADCOM INCAVGO1,368$1.2M0.34%
78UNITEDHEALTH GROUPUNH2,440$1.2M0.34%
79DELUXE CORPDLX66,240$1.2M0.33%
80ISHARES MSCI46428887723,073$1.1M0.32%
81VANECK SHORT92189F52866,407$1.1M0.32%
82ISHARES CORE46428715011,409$1.1M0.32%
83BLACKROCK SHORT46431W50721,950$1.1M0.31%
84MICROSOFT CORPMSFT3,170$1.1M0.31%
85FIDELITY ADVISOR INTERM MUNI INC I31638R808106,039$1.1M0.31%
86MOTOROLA SOLUTIONSMSI3,536$1.0M0.30%
87WALT DISNEY25468710611,588$1.0M0.30%
88ADOBE INCADBE2,115$1.0M0.30%
89UBER TECHNOLOGIES INCUBER23,750$1.0M0.29%
90ALPS ALERIAN00162Q45225,902$1.0M0.29%
91FIRST TRUST33740J10450,000$999,0000.29%
92VANECK SEMICONDUCTOR92189F6766,496$989,0180.28%
93FIRST TRUST33739Q40816,500$980,2650.28%
94ISHARES MSCI46428880210,029$939,1450.27%
95BANK AMERICA06050510432,101$920,9790.26%
96CISCO SYSTEMSCSCO17,761$919,0030.26%
97APPLIED MATERIALS0382221056,335$915,6610.26%
98INVESCO MULTIIVZ42,862$903,1240.26%
99HP INCHPQ28,532$876,2210.25%
100CHARTER COMMUNICATIONS16119P1082,362$867,7300.25%
101VANECK HIGH92189H40916,591$851,8320.25%
102CATALENT INC14880610219,573$848,6860.24%
103PIMCO ACTIVE72201R7759,077$831,6340.24%
104SECTOR CONSUMER81369Y30811,112$824,2460.24%
105ISHARES GOLDIAU22,580$821,6880.24%
106SALESFORCE INCCRM3,770$796,4490.23%
107BROADCOM INCAVGO900$788,7960.23%
108INVESCO NASDAQIVZ5,178$786,9510.23%
109ATOMERA INCATOM88,290$774,3110.22%
110CROWDSTRIKE HOLDINGSCRWD5,209$765,0480.22%
111BERKSHIRE HATHAWAYBRK-A2,242$764,5220.22%
112STERIS PLCSTE3,388$762,2330.22%
113FIRST TRUST33734H10618,489$741,2240.21%
114SNOWFLAKE INCSNOW4,140$728,5570.21%
115JPMORGAN CHASEVYLD4,879$709,6020.20%
116TECHNOLOGY SELECT SECTORSPDR ETF81369Y8034,068$705,7570.20%
117VANGUARD CA INTERM-TERM TAX-EXEMPT ADM92202140761,365$688,5180.20%
118VANGUARD CONSUMER DISCRETIONARY ETF92204A1082,360$676,3050.19%
119STARBUCKS CORPSBUX6,815$675,0950.19%
120VANGUARD TOTAL92203J40713,704$669,9000.19%
121TESLA INCTSLA2,484$650,2380.19%
122QUALCOMM INCQCOM5,410$649,6860.19%
123NVIDIA CORPNVDA1,530$648,9180.19%
124ISHARES TECHNOLOGY4642877215,780$629,3650.18%
125GOLDMAN SACHSNVGLF6,236$624,1310.18%
126VANGUARD INFORMATION92204A7021,400$619,0230.18%
127MICRON TECHNOLOGY INCMU9,714$613,0700.18%
128INVESCO LIMITED TERM CA MUNICIPAL YIVZ195,916$611,2600.18%
129INVSC QQQ TRUST SRS 1 ETF IVIVZ1,615$598,0180.17%
130ALPHABET INC CLASS AGOOG4,920$589,9080.17%
131ISHARES MSCI46429B6977,715$573,4810.16%
132VANGUARD REAL9229085536,823$570,1800.16%
133INTL FLAVOR & FRAGRANCE4595061017,040$560,3150.16%
134VANGUARD FINANCIALS92204A4056,860$557,3060.16%
135ISHARES U S TR BLACKROCK ST MAT 46431W50711,200$556,8640.16%
136SHOPIFY INC FCLASS ASHOP8,500$551,2250.16%
137JOHNSON & JOHNSONJNJ3,329$551,0800.16%
138AMERICAN CENTURY02507250511,000$550,0000.16%
139LOCKHEED MARTINLMT1,188$546,9310.16%
140META PLATFORMS INC CLASS AMETA1,890$540,5770.16%
141SPDR SERIES78464A8706,370$529,9840.15%
142AMGEN INCAMGN2,342$526,9730.15%
143SECTOR ENERGY81369Y5066,429$521,8640.15%
144FIDELITY COVINGTON31609282410,265$514,3820.15%
145LAM RESEARCH CORPORATIONLRCX795$511,0740.15%
146PULSE BIOSCIENCESPLSE70,135$504,2690.15%
147INTERDIGITAL INCIDCC5,180$500,1300.14%
148ROCKWELL AUTOMATIONROK1,500$494,1750.14%
149STARBUCKS CORPSBUX4,970$492,7750.14%
150ISHARES 7-10YR4642874405,096$492,3060.14%
151CITIGROUP INCC-PR10,384$478,0780.14%
152ISHARES SEMICONDUCTOR464287523935$474,2870.14%
153INVESCO HIGHIVZ21,700$468,2860.13%
154ISHARES COHEN4642875648,010$445,1620.13%
155PROCTER & GAMBLE7427181092,914$442,1720.13%
156SPDR BLOOMBERG78468R6224,786$440,5020.13%
157VANGUARD DIVIDEND APPRECIATION ETF9219088442,700$438,5340.13%
158BRISTOL MYERSCELG-RI6,748$431,5840.12%
159EXXON MOBILXOM4,007$429,7510.12%
160PEPSICO INCPEP2,320$429,7100.12%
161HOME DEPOTHD1,364$423,9130.12%
162SELECT STR FINANCIAL SELECT SPDR ETF81369Y60512,274$416,0880.12%
163COMCAST CORPCCZ9,729$404,2470.12%
164INTEL CORPINTC11,835$395,7620.11%
165AMERICAN FUNDS TAX-EXEMPT BOND F287690260232,164$392,4110.11%
166WHIRLPOOL CORPWHR-PA2,595$386,1120.11%
167JPMORGAN ULTRA SHORT INCOME ETF46641Q8377,700$384,5380.11%
168INMUNE BIOINMB42,240$383,5390.11%
169SELECT UTILITIES81369Y8865,819$380,7960.11%
170PIMCO SHORT TERM MUNI BOND ACTV ETF72201R8747,700$380,6520.11%
171GILEAD SCIENCES INCGILD4,950$379,7390.11%
172WALMART INCWMT2,413$379,3590.11%
173CVS HEALTH CORPCVS5,400$376,7580.11%
174AVANTIS U S0250728774,847$376,1790.11%
175CHEVRON CORPCVX2,369$372,7630.11%
176MERCK & COMPANYMRK3,192$368,4170.11%
177TRANSAMERICA INTERMEDIATE MUNI I89355J58133,802$359,3190.10%
178SPDR BLOOMBERG78468R6633,890$357,1800.10%
179CRISPR THERAPEUTICSCRSP6,351$356,5460.10%
180ADVANCED MICROAMD3,066$349,2500.10%
181SNOWFLAKE INC CLASS ASNOW1,950$345,1300.10%
182PENN ENTERTAINMENTPENN14,327$344,2800.10%
183PRUDENTIAL FINANCIALPUKPF3,900$344,0580.10%
184SKYWORKS SOLUTIONSSWKS3,106$343,8030.10%
185FRST TR CLFRNA MNCPL HGHINCM ETF33739P8637,000$342,7200.10%
186BIOGEN INCBIIB1,194$340,1120.10%
187DWS GLOBAL MACRO S25156G60835,011$339,6080.10%
188APPLE INC AAPL1,700$329,7490.09%
189PHILIP MORRIS7181721093,350$327,0270.09%
190AMERICAN CENTURY INTERMTRM TX-FR BD I02493484629,816$319,3380.09%
191PIMCO ACTIVE BOND ETF72201R7753,500$318,8850.09%
192ISHARES CORE46434V6216,163$317,6050.09%
193PUTNAM CA TAX EXEMPT INCOME Y74644930543,187$313,1100.09%
194COSTCO WHOLESALE22160K105577$310,6620.09%
195BERKSHIRE HATHAWAY CLASS BBRK-A900$307,8000.09%
196VANGUARD GROWTH9229087361,087$307,6090.09%
197MICRON TECHNOLOGYMU4,740$302,8860.09%
198CHURCH & DWIGHTCHD3,000$300,6900.09%
199FIDELITY ADVISOR NEW INSIGHTS I3160716049,330$300,5200.09%
200VANGUARD SMALL CAP ETF IV9229087511,500$299,4900.09%
201US TREASU NT 1 625 10/23UST NOTE DUE 10/31/23UNTCW300,000$296,4370.09%
202PFIZER INCPFE7,962$292,0740.08%
203FIRST TRUST33738R5066,171$290,6550.08%
204NVIDIA CORPNVDA680$287,6640.08%
205TURTLE BEACHTBCH24,300$283,0970.08%
206VANGUARD MUNICIPAL9229077465,616$282,0360.08%
207RAYTHEON TECHNOLOGIESRTX2,856$279,7740.08%
208ISHARES U S4642886878,901$275,3140.08%
209ABBOTT LABORATORIESABLZF2,505$273,0950.08%
210BANK OF AMERICA CORP0605051049,100$265,7200.08%
211BIOGEN INCBIIB900$256,8960.07%
212ISHARES CORE464287200572$255,2480.07%
213NIKE INCNKE2,269$250,4960.07%
214VANECK INTERMEDIATE92189H2015,350$246,4750.07%
215MONDELEZ INTERNATIONAL6092071053,379$246,4650.07%
216ADVANCED MICRO DEVICES IAMD2,120$245,5380.07%
217FIDELITY COVINGTON3160928406,175$245,3950.07%
218SPDR PORTFOLIO78464A8544,678$243,7690.07%
219RIVERNORTH OPPORTUNITIES76881Y10921,200$242,5280.07%
220VANGUARD S&P922908363580$236,2660.07%
221ISHARES TOTAL USD BOND MARKET ETF46434V6135,180$234,1870.07%
222AMARIN CORPAMRN193,235$229,9560.07%
223ISHARES TIPS4642871762,121$228,2620.07%
224PROCTER AND GAMBLE CO 7427181091,500$227,6100.07%
225ENPHASE ENERGYENPH1,350$226,0980.07%
226ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHSBBAAY2,680$225,3070.06%
227ALLEGIANT TRAVELALGT1,750$220,9900.06%
228FIRST TRUST TCW OPPORTUNISTIC FI ETF33740F8055,000$220,2000.06%
229REALTY INCOMEO3,660$218,8310.06%
230LOWES COMPANIES548661107968$218,6750.06%
231DFA US CORE EQUITY 2 I2332033976,894$209,3200.06%
232INVESCO SOLARIVZ2,928$209,1360.06%
233GARMIN LTDGRMN2,000$208,5800.06%
234VANGUARD WHITEHALL FDS INC HIGH DIV 9219464061,950$206,8360.06%
235ISHARES MSCI4642874652,847$206,4160.06%
236DEERE & CODE494$200,4800.06%
237VICTORYSHARES US92647N7662,788$198,1710.06%
238GENERAL MOTORS37045V1005,073$195,6150.06%
239VANGUARD MID922908629886$195,0620.06%
240WISDOMTREE TRUSTWT2,378$194,6870.06%
241COCA COLA COMPANYKO3,226$194,3210.06%
242ISHARES MORNINGSTAR4642883073,168$193,0580.06%
243ABBVIE INCABBV1,425$192,3890.06%
244SEAGATE TECHNOLOGYSE3,100$191,7970.06%
245SALESFORCE INCCRM900$190,4850.05%
246FIRST TRUST MANAGED MUNICIPAL ETF IV33739N1083,700$187,6270.05%
247BLACKROCK CALIFORNIA MUNI OPPS INSTLBLK15,956$187,1700.05%
248ARISTOTLE STRATEGIC INCOME I-204045F63418,257$186,0440.05%
249NIKE INC CLASS BNKE1,700$185,4870.05%
250ISHARES EXPANDED464287549472$185,4350.05%
251BOEING COBA-PA877$184,9760.05%
252MCDONALDS CORPMCD614$183,4550.05%
253ALTRIA GROUPMO3,950$178,9350.05%
254VANGUARD REAL ESTATE ETF9229085532,100$177,1980.05%
255ORACLE CORPORCL-PD1,500$175,7250.05%
256SPDR DOUBLELINE78467V8484,300$174,3650.05%
257SOUTHERN COMPANYSOMN2,453$172,3230.05%
258CHARGEPOINT HOLDINGSCHPT19,470$171,1430.05%
259VANGUARD HEALTH CARE ETF92204A504700$170,0510.05%
260UNITED PARCELUPS946$169,5700.05%
261JOHNSON & JOHNSONJNJ1,034$168,9030.05%
262VANECK GOLD92189F1065,586$168,2070.05%
263ISHARES U S4642877541,560$165,4220.05%
264NEXTERA ENERGYNEE-PW2,207$163,7590.05%
265WORKDAY INCWDAY720$162,6420.05%
266HENRY SCHEINHSIC2,000$162,2000.05%
267FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1064,000$160,8800.05%
268HARTFORD EQUITY INCOME I4166497057,869$159,0430.05%
269FORD MTR CO DEL 34537086010,500$158,8650.05%
270DFA INVESTMENT GRADE I23320G44816,154$158,7990.05%
271VISA INCV668$158,6360.05%
272VANGUARD FTSE EMERGING MARKETS ETF9220428583,800$156,1040.04%
273ISHARES MSCI4642885701,850$155,7150.04%
274ISHARES PREFERRED INCOMESEC ETF IV4642886875,000$155,2750.04%
275SPDR DOUBLELINE TTL RTRNTTCL ETF78467V8483,800$153,3300.04%
276GENWORTH FINANCIAL37247D10630,500$152,5000.04%
277PHILLIPS 66PSX1,534$146,3130.04%
278LENNAR CORPLEN-B1,152$144,4420.04%
279AMERICAN WATER0304201031,000$142,7500.04%
280MAXLINEAR INCMXL4,475$141,2310.04%
281MARATHON PETROLEUMMARA1,191$138,8710.04%
282ISHARES US TECHNOLOGY ETF4642877211,276$138,7260.04%
283NETFLIX INCNFLX314$138,3170.04%
284BANK AMER CORP 0605051044,800$137,7120.04%
285PIMCO DYNAMIC72201Y1017,218$135,3380.04%
286MADISON SQUARE55825T103719$135,2090.04%
287BAIRD CORE INTERMEDIATE MUNICPL BD INSTL05707165613,191$134,0280.04%
288HONEYWELL INTL438516106643$133,4240.04%
289FIDELITY ADVISOR INVESTMENT GR BD I31614686918,640$132,9080.04%
290T ROWE PRICE HEALTH SCIENCES7414801071,467$131,7310.04%
291LUMINAR TECHNOLOGIESLAZRQ18,850$129,6880.04%
292GENERAL ELECTRIC3696043011,174$129,0640.04%
293ISHARES TR CORE US AGGBD 4642872261,300$127,3350.04%
294BOEING CO BA-PA600$126,6960.04%
295TARGET CORPTGT957$126,2280.04%
296NOVO NORDISKNONOF779$126,0660.04%
297RAYTHEON TECHNOLOGIES CORTX1,275$125,4470.04%
298DFA US LARGE COMPANY I25434D8234,124$125,2460.04%
299FIRST EAGLE GLOBAL I32008F6061,922$122,6330.04%
300UPSTART HOLDINGSUPST3,415$122,2950.04%
301ENTERGY CORPENO1,251$121,8100.04%
302ISHARES FLOATING46429B6552,353$119,5790.03%
303EBAY INCEBAY2,661$118,9260.03%
304JPMORGAN LARGE CAP GROWTH I4812C05302,136$117,6740.03%
305WALT DISNEY CO2546871061,300$117,6500.03%
306VANGUARD CONSUMER STAPLES ETF92204A207600$117,5280.03%
307GILEAD SCIENCES INC GILD1,500$115,6050.03%
308TOUCHSTONE MID CAP A89155H6292,439$115,4610.03%
309PIMCO ENHANCED SHRT MATURTY ACTV ETF72201R8331,150$114,2640.03%
310EDWARDS LIFESCIENCESEW1,200$113,1960.03%
311AMERICAN ELECTRIC0255371011,337$112,5750.03%
312ETFMG ALTERNATIVE26924G50837,600$112,4240.03%
313FORD MOTOR3453708607,400$111,9620.03%
314AIRBNB INCABNB868$111,2430.03%
315AMAZON COM INC AMZN850$110,8060.03%
316DUPONT DEDD1,547$110,5170.03%
317SPDR S&PMDY230$110,1500.03%
318PALO ALTOPANW424$108,3360.03%
319ISHARES CORE464287507410$107,2610.03%
320MAGNA INTERNATIONAL5592224011,894$106,8970.03%
321VANGUARD VALUE922908744750$106,5760.03%
322SPDR S&P MIDCAP 400 ETFMDY220$105,5120.03%
323BIOMARIN PHARMACEUTICALBMRN1,210$104,8830.03%
324ISHARES RUSSELL464287622430$104,8080.03%
325WALGREENS BOOTS9314271083,672$104,6230.03%
326KRANESHARES ELECTRIC5007678273,350$104,5580.03%
327VANGUARD HIGH DIVIDEND YIELD ETF921946406980$104,5070.03%
328CONOCOPHILLIPSCOP1,000$103,6100.03%
329CONSUMER DISCRETIONARY81369Y407600$101,8860.03%
330ILLINOIS TOOL452308109406$101,5650.03%
331CATERPILLAR INCCAT409$100,7260.03%
332PROLOGIS INCPLDGP815$99,9440.03%
333OGE ENERGY CORPOGE2,760$99,1120.03%
334DOORDASH INC CLASS ADASH1,250$98,3870.03%
335VANGUARD MATERIALS92204A801538$98,0150.03%
336DFA US LARGE CAP VALUE I2332038272,268$96,9220.03%
337HAWAIIAN ELEC INDS INC4198701002,665$96,4730.03%
338ISHARES U S464287846885$95,8720.03%
339SERVICE NOW INCNOW170$95,6870.03%
340ROYAL BANK7800871021,000$95,5100.03%
341BAKER HUGHESBKR3,000$94,8300.03%
342COSTCO WHOLESALE CO22160K105175$94,6820.03%
343DISNEY WALT CO 2546871061,050$93,7440.03%
344UPSTART HLDGS INCUPST2,400$91,6560.03%
345PFIZER INCPFE2,500$91,6250.03%
346SPDR PORTFOLIO78463X8892,793$90,8840.03%
347SELECT SECTOR HEALTH CARE SPDR ETF81369Y209680$89,5150.03%
348ISHARES TR CORE MSCI 46432F8421,300$87,7500.03%
349VANGUARD WHITEHALL FDS EMERG MKT BD 9219468851,400$87,1780.03%
350SPDR PORTFOLIO78464A4742,950$86,8480.02%
351INVESCO WATERIVZ1,511$85,2320.02%
352AT&T INCT-PC5,285$84,2960.02%
353STARBUCKS CORP SBUX850$84,2010.02%
354DOUBLELINE TOTAL RETURN BOND I2586201039,512$83,6130.02%
355SPDR S&P BIOTECH ETF78464A8701,000$82,9400.02%
356VERIZON COMMUNICATIONSVZ2,220$82,5630.02%
357EOG RESOURCESEOG721$82,5110.02%
358SCHWAB S&P 500 INDEX8085098551,198$82,3980.02%
359MICRON TECHNOLOGY INC MU1,300$82,0430.02%
360WELLTOWER INC REITWELL1,000$81,4700.02%
361GOLDMAN SACHSGSCE250$80,6350.02%
362CORNING INCGLW2,288$80,1800.02%
363VANGUARD INDEX FDS SMALL CP 922908751400$79,5560.02%
364NETFLIX INCNFLX180$79,4590.02%
365REX AMERICANREX2,250$78,3230.02%
366BLACKROCK STRATEGIC INCOME OPPS INSTLBLK8,401$77,1280.02%
367DOW INCDOW1,444$76,9070.02%
368FREEPORT MCMORANFCX1,913$76,5230.02%
369HCA HEALTHCAREHCA252$76,4770.02%
370INVESCO NASDAQ 100 ETFIVZ500$76,1800.02%
371VANGUARD SHORT92206C4091,000$75,6600.02%
372ACCENTURE PLCACN245$75,6020.02%
373ISHARES RUSSELL464287630535$75,3280.02%
374BANK AMERICA COR 6 PFDPFD SER GG0605052293,000$75,3000.02%
375WELLS FARGO & 5 85 PFDPFD SER QWFC-PZ3,000$75,1500.02%
376INVESCO S&PIVZ500$74,8200.02%
377ISHARES NATIONAL MUNI BOND ETF464288414700$74,5710.02%
378VANECK AGRIBUSINESS92189F700909$74,3150.02%
379CATERPILLAR INCCAT300$74,1990.02%
380FIRST TRUST INTERNET INDEX CF ETF33733E302450$73,7280.02%
381THE COCA-COLA COKO1,200$72,6960.02%
382SOLAREDGE TECHNOLOGIESSEDG270$72,6440.02%
383ISHARES MSCI4642863501,838$72,6190.02%
384SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y8861,100$71,9840.02%
385ISHARES 0-546429B747737$71,9310.02%
386FIRST TRUST33739P3011,500$70,6500.02%
387ISHARES RUSSELL464287655375$70,2270.02%
388BLOCK INCBSQKZ1,052$70,0340.02%
389AMERICAN EXPRESS CO AXP400$69,6800.02%
390GENERAL DYNAMICSGD319$68,6330.02%
391EVERGY INCEVRG1,174$68,5850.02%
392ANHEUSER BUSCHBUDFF1,200$68,0640.02%
393SIGNET JEWELERSSIG1,018$66,4350.02%
394MFS MID CAP VALUE A55272P6382,277$66,0660.02%
395AT&T INC T-PC4,100$65,3950.02%
396GOLDMAN SACHSGSBD4,700$65,1420.02%
397UBER TECHNOLOGIES INC UBER1,500$64,7550.02%
398AMERICAN CENTURY INTERMTRM TX-FR BD INV0249345075,996$64,2260.02%
399SELECT SECTOR SPDR TR SBI INT-FINL 81369Y6051,900$64,0490.02%
400BP PLCBPPFF1,811$63,9130.02%
401ISHARES RUSSELL464287598400$63,1320.02%
402WAL-MART STORES INC WMT400$62,8720.02%
403ISHARES U S464287762222$62,4590.02%
404MFS MASSACHUSETTS INV GR STK A5757191091,620$62,1780.02%
405ISHARES CORE S&P SMALL-CAP ETF464287804620$62,1730.02%
406STRYKER CORPSYK203$61,9330.02%
407SOUTHWEST AIRLINES8447411081,702$61,6300.02%
408NEXTERA ENERGYNEE-PW1,050$61,5720.02%
409DFA US SMALL CAP VALUE I2332038191,493$61,1610.02%
410ETF SER26922A8422,825$60,5120.02%
411ALBEMARLE CORPALB-PA270$60,2350.02%
412DUKE ENERGYDUKB671$60,2160.02%
413UNION PACIFIC CORPUNP290$59,3400.02%
414SPDR PORTFOLIO78464A5081,372$59,2710.02%
415INTL BUSINESSINTR438$58,6080.02%
416UNILEVER PLCUNLYF1,123$58,5420.02%
417WALGREENS BOOTS ALLIANCE INC 9314271082,050$58,4040.02%
418TEXAS INSTRUMENTS882508104322$57,9660.02%
419HUNTINGTON BANCSHARESHBANP5,353$57,7050.02%
420ISHARES MSCI4642872341,446$57,2130.02%
421VANGUARD EMERGING921946885905$56,3540.02%
422ELECTRONIC ARTSEA425$55,1230.02%
423KLA CORPKLAC113$54,8070.02%
424SPDR PORTFOLIO78464A6492,149$54,5200.02%
425SECTOR INDUSTRIAL81369Y704505$54,1970.02%
426SPDR GOLD SHARES ETFGLD300$53,5410.02%
427SPLUNK INC848637104500$53,0450.02%
428JPMORGAN CORE BOND I4812C03815,189$52,6710.02%
429ATLANTICUS HOLDINGSATLCZ1,250$52,5130.02%
430BECTON DICKINSONBDX198$52,2740.02%
431SPDR FUND CONSUMER DISCRE SELECT ETF81369Y407300$51,5580.01%
432EXTRA SPACEEXR345$51,3530.01%
433AMERICAN EXPRESSAXP293$51,0410.01%
434PALO ALTO NETWORKSPANW200$50,9280.01%
435VALERO ENERGYVLO432$50,7690.01%
436DFA INTERNATIONAL CORE EQUITY I2332033713,471$50,7240.01%
437LORD ABBETT INTERMEDIATE TAX FREE F5439127945,013$50,6850.01%
438AMERICAN FUNDS NEW WORLD F1649280401684$50,5930.01%
439VANGUARD FTSE922042775929$50,5470.01%
440TRAVELERS COSTRV291$50,5360.01%
441ISHARES MSCI46432F396346$49,9110.01%
442FEDEX CORP FDX200$49,5800.01%
443ONEOK INCOKE800$49,3760.01%
444COINBASE GLOBALCOIN681$48,7280.01%
445NEUBERGER BERMAN REAL ESTATE I6412247953,796$48,4400.01%
446CVS HEALTH CORP CVS700$48,3910.01%
447RESMED INCRSMDF219$48,0240.01%
448ISHARES MSCI46429B689705$47,5880.01%
449AMERICAN FUNDS INVMT CO OF AMER A461308108996$47,2580.01%
450PLUG POWERPLUG4,535$47,1190.01%
451ISHARES MSCI46434V464300$46,9170.01%
452ISHARES CORE US AGGREGATE BOND ETF464287226480$46,8380.01%
453WASTE MANAGEMENT94106L109268$46,4880.01%
454LOCKHEED MARTIN CORPLMT100$46,2580.01%
455HARTFORD FINANCIALHIG-PG637$45,8770.01%
456HARTFORD SHORT41653L6021,200$45,5720.01%
457DFA EMERGING MARKETS CORE EQUITY I2332034212,065$45,1660.01%
458ISHARES SELF46435U3661,100$45,0010.01%
459WORKDAY INC CLASS AWDAY200$44,9180.01%
460TAKE-TWO INTERACTIVETTWO304$44,7370.01%
461FRANKLIN LIBERTY353506108500$44,7200.01%
462FISERV INCFISV351$44,2790.01%
463ISHARES CORE46429B663439$44,2470.01%
464ANIXA BIOSCIENCESANIX13,800$44,1600.01%
465VANGUARD INFORMATION TECHNOLOGY ETF92204A702100$44,1410.01%
466PFIZER INC PFE1,200$44,0160.01%
467CAPITAL ONE14040H105400$43,7480.01%
468CHESAPEAKE ENERGYEXE520$43,5140.01%
469PARAMOUNT GLOBAL92556H2062,727$43,3920.01%
470ANALOG DEVICESADI222$43,2480.01%
471MCKESSON CORP MCK100$42,7310.01%
472MCKESSON CORPMCK100$42,7310.01%
473ASTRAZENECA PLCAZN597$42,7270.01%
474ARK NEXT00214Q401728$42,6680.01%
475VANGUARD HIGH DIVIDEND YIELD ETF921946406400$42,6560.01%
476INVESCO AEROSPACEIVZ500$42,2350.01%
477UNITED STATESUNTCW662$42,0710.01%
478FRANKLIN USFGDL2,000$41,5430.01%
479ABBOTT LABORATORIESABLZF384$41,1720.01%
480COLUMBIA MULTI19761L6072,000$41,0200.01%
481GLOBAL X37954Y855630$40,9630.01%
482INVESCO NASDAQIVZ260$40,6520.01%
483INTERNATIONAL BUSINESS MACHS INTR300$40,1430.01%
484PAYPAL HLDGS INC PYPL600$40,0380.01%
485ISHARES CALIFORNIA MUNI BOND ETF464288356700$39,7670.01%
486SPROUTS FARMERS85208M1021,075$39,4850.01%
487BLACKROCK INCBLK57$39,3950.01%
488QUANTA SERVICES74762E102200$39,2900.01%
489JPMORGAN EQUITY PREMIUM INCOME I46645V6752,837$38,9260.01%
490HARTFORD SCHRODERS41653L4042,000$38,8800.01%
491SCOTTS MIRACLE-GROSMG609$38,2280.01%
492DOORDASH INCDASH500$38,2100.01%
493DELTA AIRLINESDAL800$38,0320.01%
494PPG INDUSTRIES693506107256$37,9650.01%
495SPDR PORTFOLIO78468R853972$37,7520.01%
496TEVA PHARMACEUTICAL INDS LTD 8816242095,000$37,6500.01%
497ISHARES U S464287697460$37,6050.01%
498ISHARES MSCI46432F339276$37,2240.01%
499CRISPR THERAPEUTICS FCRSP660$37,1250.01%
500MONSTER BEVERAGEMNST638$36,6470.01%