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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 Q4 2023 · Filed November 15, 2023 · Accession 0001538383-23-000004

Total Value
$347.3M
Positions
1,372
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL92290876951,823$11.0M3.31%
2INVESCO QQQIVZ30,492$10.9M3.28%
3VANGUARD HIGH92194640697,049$10.0M3.01%
4APPLE INCAAPL58,324$10.0M3.00%
5MICROSOFT CORPMSFT22,166$7.0M2.10%
6ISHARES CORE46432F842103,107$6.6M1.99%
7ISHARES CORE46428722668,487$6.4M1.94%
8UBER TECHNOLOGIESUBER132,550$6.1M1.83%
9JPMORGAN46641Q837115,580$5.8M1.74%
10ALPHABET INCGOOG38,296$5.0M1.51%
11VANGUARD DIVIDEND92190884431,556$4.9M1.47%
12AMAZON COMAMZN38,557$4.9M1.47%
13ISHARES CORE46434V613110,142$4.8M1.45%
14VANGUARD CONSUMER92204A10817,871$4.8M1.45%
15PIMCO EHNANCED72201R83345,320$4.5M1.36%
16APPLE INCAAPL24,500$4.2M1.26%
17META PLATFORMSMETA13,774$4.1M1.24%
18CVS HEALTHCVS57,744$4.0M1.21%
19SPDR GOLDGLD22,589$3.9M1.16%
20PIMCO SHORT72201R87477,100$3.8M1.13%
21SPDR SERIES78464A76332,247$3.7M1.11%
22SECTOR TECHNOLOGY81369Y80322,419$3.7M1.10%
23FIRST TRUST33739P86373,420$3.5M1.04%
24TUTOR PERINITPC419,265$3.3M0.99%
25UNITED RENTALSURI7,110$3.2M0.95%
26ALPHABET INCGOOG23,201$3.1M0.92%
27FIRST TRUST33739N10861,850$3.0M0.91%
28BRINKS COMPANYBCO36,845$2.7M0.80%
29BLACKSTONE INCBX23,513$2.5M0.76%
30ABBVIE INCABBV16,604$2.5M0.74%
31ISHARES 1-3YR46428745728,885$2.3M0.70%
32PITNEY BOWESPBI-PB765,614$2.3M0.69%
33SPDR NUVEEN78468R73949,952$2.3M0.69%
34HARROW INCHROW158,019$2.3M0.68%
35SECTOR FINANCIAL81369Y60566,720$2.2M0.66%
36ETON PHARMACEUTICALSETON527,810$2.2M0.66%
37AMGEN INCAMGN8,154$2.2M0.66%
38QUALCOMM INCQCOM19,256$2.1M0.64%
39ISHARES CORE46428780422,467$2.1M0.64%
40ISHARES NATIONAL46428841420,015$2.1M0.62%
41SHOPIFY INCSHOP37,020$2.0M0.61%
42ISHARES CALIFORNIA46428835636,022$2.0M0.59%
43SPDR S&PSPY4,590$2.0M0.59%
44ISHARES CORE46434G10341,088$2.0M0.59%
45NORTHROP GRUMMAN CONOC4,434$2.0M0.59%
46VANGUARD HEALTH92204A5048,009$1.9M0.57%
47PIMCO INTERMEDIATE72201R86637,593$1.9M0.57%
48FIRST TRUST33740F80542,127$1.8M0.53%
49VANGUARD TOTAL92193783524,878$1.7M0.52%
50WISDOMTREE U SWT18,225$1.6M0.49%
51GILEAD SCIENCESGILD21,569$1.6M0.49%
52ALIBABA GROUPBBAAY18,572$1.6M0.48%
53VANGUARD TOTAL92190976828,691$1.5M0.46%
54SPDR PORTFOLIO78464A80529,134$1.5M0.46%
55NORTHROP GRUMMANNOC3,410$1.5M0.45%
56SECTOR HEALTHCARE81369Y20911,640$1.5M0.45%
57VANGUARD CONSUMER92204A2078,168$1.5M0.45%
58VANGUARD SMALL9229087517,811$1.5M0.44%
59CIGNA GROUP1255231005,131$1.5M0.44%
60ISHARES 20 PLUS46428743216,243$1.4M0.43%
61VANGUARD FSTE92204285836,517$1.4M0.43%
62DRAFTKINGS INCDKNG48,440$1.4M0.43%
63BOEING COMPANYBA-PA7,435$1.4M0.43%
64ORACLE CORPORCL-PD13,333$1.4M0.42%
65FEDEX CORPFDX5,269$1.4M0.42%
66COLUMBIA INTL19761L20151,845$1.4M0.42%
67REVVITY INCRVTY12,238$1.4M0.41%
68ELI LILLYLLY2,476$1.3M0.40%
69NORTHROP GRUMMAN CONOC3,000$1.3M0.40%
70ISHARES BIOTECHNOLOGY46428755610,716$1.3M0.39%
71MEDTRONIC PLCMDT16,326$1.3M0.38%
72FIRST TRUST33733E3027,874$1.3M0.38%
73HEWLETT PACKARDHPE-PC71,638$1.2M0.37%
74COHERENT CORPCOHR38,030$1.2M0.37%
75DELUXE CORPDLX64,210$1.2M0.36%
76UNITEDHEALTH GROUPUNH2,374$1.2M0.36%
77BROADCOM INCAVGO1,368$1.1M0.34%
78ISHARES CORE46428715012,029$1.1M0.34%
79ISHARES MSCI46428887722,843$1.1M0.34%
80VANECK SHORT92189F52866,437$1.1M0.33%
81ADOBE INCADBE2,115$1.1M0.32%
82ALPS ALERIAN00162Q45224,221$1.0M0.31%
83CHARTER COMMUNICATIONS16119P1082,281$1.0M0.30%
84FIRST TRUST33740J10450,000$996,0000.30%
85PAYPAL HOLDINGSPYPL16,863$985,8170.30%
86MOTOROLA SOLUTIONSMSI3,506$954,4740.29%
87VANECK SEMICONDUCTOR92189F6766,496$941,7870.28%
88CISCO SYSTEMSCSCO17,491$940,3560.28%
89INVESCO MULTIIVZ42,332$906,3520.27%
90ISHARES MSCI4642888029,949$895,1410.27%
91FIRST TRUST33739Q40815,000$891,3000.27%
92VANECK HIGH92189H40918,135$889,9040.27%
93APPLIED MATERIALS0382221056,335$877,0810.26%
94CATALENT INC14880610218,623$847,9100.25%
95CROWDSTRIKE HOLDINGSCRWD4,979$833,3870.25%
96BANK AMERICA06050510430,301$829,6420.25%
97WALT DISNEY25468710610,161$823,5610.25%
98PIMCO ACTIVE72201R7759,077$797,8680.24%
99ISHARES GOLDIAU22,580$790,0750.24%
100SECTOR CONSUMER81369Y30811,456$788,3070.24%
101BERKSHIRE HATHAWAYBRK-A2,242$785,3730.24%
102SALESFORCE INCCRM3,770$764,4830.23%
103JPMORGAN CHASEVYLD5,179$751,0600.23%
104VANGUARD TOTAL92203J40715,520$742,3430.22%
105STERIS PLCSTE3,382$742,0780.22%
106INVESCO NASDAQIVZ5,023$740,4380.22%
107BLACKROCK SHORT46431W50714,800$738,3730.22%
108HP INCHPQ28,532$733,2720.22%
109GOLDMAN SACHSNVGLF6,980$698,7730.21%
110FIRST TRUST33734H10618,489$691,3040.21%
111APPLE INCAAPL4,000$684,8400.21%
112ALPHABET INCGOOG5,000$659,2500.20%
113SNOWFLAKE INCSNOW4,310$658,4430.20%
114WISDOMTREE FLOATINGWT13,000$654,1600.20%
115MICRON TECHNOLOGY INCMU9,551$649,7890.20%
116STARBUCKS CORPSBUX6,904$630,1300.19%
117TESLA INCTSLA2,499$625,3020.19%
118ISHARES TECHNOLOGY4642877215,780$606,5290.18%
119SECTOR ENERGY81369Y5066,559$592,8920.18%
120APPLE INCAAPL3,350$573,5530.17%
121VANGUARD INFORMATION92204A7021,370$568,4140.17%
122JOHNSON & JOHNSONJNJ3,591$559,3620.17%
123ISHARES U S TR BLACKROCK ST MAT 46431W50711,200$558,7680.17%
124ISHARES MSCI46429B6977,715$558,4380.17%
125INTL FLAVOR & FRAGRANCE4595061018,118$553,4030.17%
126FIDELITY COVINGTON31609282411,330$550,9970.17%
127VANGUARD FINANCIALS92204A4056,860$550,9950.17%
128ATOMERA INCATOM86,565$541,9010.16%
129VANECK INTERMEDIATE92189H20112,250$540,2250.16%
130AMERICAN CENTURY02507250511,000$527,4500.16%
131VANGUARD CA INTERM-TERM92202140744,975$487,9800.15%
132LOCKHEED MARTINLMT1,175$480,5280.14%
133LAM RESEARCH CORPORATIONLRCX760$476,3450.14%
134EXXON MOBILXOM4,007$471,1430.14%
135VANGUARD REAL9229085536,179$467,5230.14%
136INVESCO HIGHIVZ21,700$462,4270.14%
137SPDR SERIES78464A8706,220$454,1870.14%
138AVANTIS U S0250728775,792$451,4910.14%
139ISHARES SEMICONDUCTOR464287523935$442,8640.13%
140HARTFORD TOTAL41653L30513,800$442,8420.13%
141ISHARES 7-10YR4642874404,777$437,5480.13%
142SPDR BLOOMBERG78468R6224,786$432,7000.13%
143CITIGROUP INCC-PR10,434$429,1520.13%
144ROCKWELL AUTOMATIONROK1,500$428,8050.13%
145SELECT UTILITIES81369Y8867,119$419,5250.13%
146COMCAST CORPCCZ9,429$418,0830.13%
147INTERDIGITAL INCIDCC5,143$412,6750.12%
148HOME DEPOTHD1,365$412,4540.12%
149PROCTER & GAMBLE7427181092,814$410,4500.12%
150INTEL CORPINTC11,470$407,7600.12%
151CHEVRON CORPCVX2,369$399,4610.12%
152ALPHABET INCGOOG3,000$395,5500.12%
153BRISTOL MYERSCELG-RI6,752$391,9110.12%
154PEPSICO INCPEP2,280$386,3230.12%
155WALMART INCWMT2,413$386,0410.12%
156AMERICAN FUNDS TAX-EXEMP87690260232,405$379,4670.11%
157ISHARES COHEN4642875647,552$378,8510.11%
158PRUDENTIAL FINANCIALPUKPF3,900$370,0710.11%
159INVSC QQQ TRUST SRS 1IVZ1,000$358,2700.11%
160NVIDIA CORPNVDA800$347,9920.10%
161PENN ENTERTAINMENTPENN14,852$340,8560.10%
162NVIDIA CORPNVDA780$339,3090.10%
163FIDELITY COVINGTON3160928408,750$337,6650.10%
164WHIRLPOOL CORPWHR-PA2,495$333,5820.10%
165MERCK & COMPANYMRK3,195$328,9310.10%
166COSTCO WHOLESALE22160K105577$326,0220.10%
167VANGUARD GROWTH9229087361,167$317,8920.10%
168AMAZON COM INCAMZN2,500$317,8000.10%
169VANGUARD S&P922908363793$311,7870.09%
170HARTFORD MUN41653L5038,440$310,6640.09%
171PHILIP MORRIS7181721093,350$310,1430.09%
172BIOGEN INCBIIB1,204$309,4400.09%
173AMERICAN CENTURY INTERMT02493484630,060$309,3210.09%
174PIMCO ACTIVE BOND ETF72201R7753,500$307,6500.09%
175ISHARES CORE46434V6216,163$305,2780.09%
176INVESCO LIMITED TERM CAIVZ99,743$304,2170.09%
177SKYWORKS SOLUTIONSSWKS3,055$301,1930.09%
178US TREASU NT 1 625 10/23UNTCW300,000$299,1560.09%
179APPLE INC AAPL1,700$291,0570.09%
180FIDELITY ADVISOR INTERM31638R80829,878$289,5180.09%
181CRISPR THERAPEUTICSCRSP6,351$288,2760.09%
182FIDELITY ADVISOR INTERM31638R80829,303$283,9530.09%
183VANGUARD SMALL CAP ETF9229087511,500$283,6050.09%
184FIRST TRUST33738R5066,171$283,5580.09%
185INMUNE BIOINMB41,540$281,2270.08%
186CHURCH & DWIGHTCHD3,000$274,8900.08%
187ADVANCED MICROAMD2,650$272,4730.08%
188PFIZER INCPFE8,165$270,8560.08%
189VANGUARD MUNICIPAL9229077465,616$270,1300.08%
190VANGUARD CONSUMER92204A1081,000$269,3700.08%
191SELECT STR FINANCIAL81369Y6058,000$265,3600.08%
192ALPHABET INCGOOG2,000$263,7000.08%
193ALPHABET INCGOOG2,000$261,7200.08%
194JPMORGAN ULTRA SHORT46641Q8375,200$260,9360.08%
195BROADCOM INCAVGO300$249,1740.07%
196MONDELEZ INTERNATIONAL6092071053,579$248,3820.07%
197TRANSAMERICA INTERMEDIAT89355J58124,367$247,8190.07%
198ISHARES CORE464287200572$245,9240.07%
199PIMCO SHORT TERM MUNI72201R8745,000$244,7500.07%
200ISHARES U S4642886878,102$244,2880.07%
201ABBOTT LABORATORIESABLZF2,451$237,3800.07%
202MICROSOFT CORPMSFT750$236,8120.07%
203PULSE BIOSCIENCESPLSE58,758$236,7960.07%
204FRST TR CLFRNA MNCPL HGH33739P8635,000$236,2000.07%
205VANGUARD DIVIDEND9219088441,500$233,0700.07%
206SPDR PORTFOLIO78464A8544,636$233,0040.07%
207FIDELITY ADVISOR NEW INS3160716047,193$230,6090.07%
208UBER TECHNOLOGIES INCUBER5,000$229,9500.07%
209UBER TECHNOLOGIES INCUBER5,000$229,9500.07%
210ISHARES U S4642878462,195$229,3340.07%
211FIDELITY ADVISOR INTERM31638R80823,399$226,7390.07%
212RIVERNORTH OPPORTUNITIES76881Y10921,200$222,8120.07%
213APPLE INCAAPL1,300$222,5730.07%
214ALPHABET INCGOOG1,700$222,4620.07%
215MICROSOFT CORPMSFT700$221,0250.07%
216HARTFORD MUNICIPAL41653L5036,000$220,8510.07%
217TURTLE BEACHTBCH24,300$220,5290.07%
218ISHARES TIPS4642871762,121$219,9890.07%
219STARBUCKS CORPSBUX2,400$219,0480.07%
220PROCTER AND GAMBLE CO 7427181091,500$218,7900.07%
221AMAZON COM INCAMZN1,700$216,1040.06%
222VANGUARD CONSUMER92204A108800$215,4960.06%
223APPLE INCAAPL1,250$214,0120.06%
224VANGUARD WHITEHALL FDS INC HIGH DIV 9219464062,050$211,8060.06%
225GARMIN LTDGRMN2,000$210,4000.06%
226FIRST TRUST TCW33740F8055,000$210,2750.06%
227FIDELITY ADVISOR INTERM31638R80821,650$209,7970.06%
228NIKE INCNKE2,181$208,6220.06%
229RTX CORPRTX2,856$205,5470.06%
230SEAGATE TECHNOLOGYSE3,100$204,4450.06%
231AMAZON COM INCAMZN1,600$203,3920.06%
232DFA US CORE EQUITY 2 I2332033976,894$202,0800.06%
233LOWES COMPANIES548661107970$201,7630.06%
234ISHARES MSCI4642874652,847$196,2220.06%
235META PLATFORMS INCMETA650$195,1360.06%
236VANGUARD MID922908629936$194,9130.06%
237INVESCO QQQ TR IVZ535$191,6740.06%
238SHOPIFY INC FSHOP3,500$190,9950.06%
239VICTORYSHARES US92647N7662,788$189,8350.06%
240FRST TR CLFRNA MNCPL HGH33739P8634,000$188,9600.06%
241AMGEN INCAMGN700$188,1320.06%
242FIRST TRUST VALUE33734H1065,000$186,9500.06%
243DEERE & CODE495$186,8260.06%
244SPDR DOUBLELINE78467V8484,800$185,5200.06%
245ARISTOTLE STRATEGIC INCO04045F63418,503$185,0360.06%
246PHILLIPS 66PSX1,534$184,3110.06%
247REALTY INCOMEO3,660$182,7800.05%
248BLACKROCK CALIFORNIA MUNBLK16,081$182,6870.05%
249VANGUARD CA INTERM-TERM92202140716,690$181,0940.05%
250ISHARES MORNINGSTAR4642883073,168$180,9880.05%
251PUTNAM CA TAX EXEMPT INC74644930526,301$180,9520.05%
252FIRST TRUST MANAGED33739N1083,700$180,8560.05%
253COCA COLA COMPANYKO3,227$180,6630.05%
254ISHARES EXPANDED464287549472$180,3890.05%
255MARATHON PETROLEUMMARA1,191$180,2460.05%
256WISDOMTREE TRUSTWT4,556$179,9620.05%
257AMAZON COM INCAMZN1,400$177,9680.05%
258AMARIN CORPAMRN192,185$176,8110.05%
259BERKSHIRE HATHAWAYBRK-A500$175,1500.05%
260QUALCOMM INCQCOM1,500$166,5900.05%
261BROADCOM INCAVGO200$166,1160.05%
262BROADCOM INCAVGO200$166,1160.05%
263ALTRIA GROUPMO3,950$166,0980.05%
264VANGUARD HEALTH CARE92204A504700$164,5700.05%
265TECHNOLOGY SELECT SECTOR81369Y8031,000$163,9300.05%
266ENPHASE ENERGYENPH1,350$162,2030.05%
267MCDONALDS CORPMCD614$161,9710.05%
268SOUTHERN COMPANYSOMN2,453$158,7580.05%
269JOHNSON & JOHNSONJNJ1,000$155,7500.05%
270VANECK GOLD92189F1065,786$155,7130.05%
271WORKDAY INCWDAY720$154,6930.05%
272DFA INVESTMENT GRADE I23320G44816,154$154,5980.05%
273VISA INCV668$153,6480.05%
274ISHARES MSCI4642885701,850$150,6090.05%
275JPMORGAN ULTRA SHORT46641Q8373,000$150,5400.05%
276JPMORGAN ULTRA SHORT46641Q8373,000$150,5400.05%
277HENRY SCHEINHSIC2,000$148,5000.04%
278UNITED PARCELUPS946$147,4520.04%
279ISHARES U S4642877541,460$147,2990.04%
280HARTFORD MUNICIPAL41653L5034,000$147,2340.04%
281SPDR DOUBLELINE TTL RTRN78467V8483,800$146,8700.04%
282DWS GLOBAL MACRO S25156G60815,543$146,7330.04%
283SALESFORCE INCCRM700$141,9460.04%
284GENWORTH FINANCIAL37247D10624,000$140,6400.04%
285GENERAL MOTORS37045V1004,228$139,3970.04%
286INVESCO SOLARIVZ2,678$138,7060.04%
287UBER TECHNOLOGIES INCUBER3,000$137,9700.04%
288VANGUARD FTSE EMERGING9220428583,500$137,2350.04%
289BANK OF AMERICA CORP0605051045,000$136,9000.04%
290VANGUARD VALUE922908744991$136,7650.04%
291COLUMBIA MULTI SECTOR19761L6077,000$136,5000.04%
292META PLATFORMS INCMETA450$135,0940.04%
293ALLEGIANT TRAVELALGT1,750$134,5050.04%
294AMGEN INCAMGN500$134,3800.04%
295ISHARES US TECHNOLOGY4642877211,276$133,8770.04%
296CATERPILLAR INCCAT489$133,5990.04%
297BANK AMER CORP 0605051044,800$131,4240.04%
298BAIRD CORE INTERMEDIATE05707165613,293$130,9390.04%
299NVIDIA CORPNVDA300$130,4970.04%
300FORD MTR CO DEL 34537086010,500$130,4100.04%
301GENERAL ELECTRIC3696043011,175$129,8990.04%
302NOVO NORDISKNONOF1,428$129,8630.04%
303TARGET CORPTGT1,157$127,9310.04%
304PIMCO SHORT TERM MUNI72201R8742,600$127,2700.04%
305AMAZON COM INCAMZN1,000$127,1200.04%
306AMAZON COM INCAMZN1,000$127,1200.04%
307AMAZON COM INCAMZN1,000$127,1200.04%
308MADISON SQUARE55825T103719$126,7600.04%
309NEXTERA ENERGYNEE-PW2,207$126,4390.04%
310MICROSOFT CORPMSFT400$126,3000.04%
311T ROWE PRICE HEALTH SCI7414801071,467$125,9350.04%
312LENNAR CORPLEN-B1,121$125,8100.04%
313PIMCO DYNAMIC72201Y1017,218$124,7270.04%
314AMERICAN WATER0304201031,000$123,8300.04%
315ISHARES TR CORE US AGGBD 4642872261,300$122,2520.04%
316DFA US LARGE COMPANY I25434D8234,124$120,5860.04%
317META PLATFORMS INCMETA400$120,0840.04%
318APPLE INCAAPL700$119,8470.04%
319CONOCOPHILLIPSCOP1,000$119,8000.04%
320ISHARES FLOATING46429B6552,353$119,7440.04%
321HONEYWELL INTL438516106643$118,7880.04%
322PUTNAM CA TAX EXEMPT INC74644930517,243$118,6330.04%
323NETFLIX INCNFLX314$118,5670.04%
324EBAY INCEBAY2,662$117,3700.04%
325ENTERGY CORPENO1,251$115,7180.03%
326BIOGEN INCBIIB450$115,6540.03%
327DUPONT DEDD1,547$115,3910.03%
328BOEING CO BA-PA600$115,0080.03%
329NIKE INCNKE1,200$114,7440.03%
330DWS GLOBAL MACRO S25156G60811,988$113,1750.03%
331AIRBNB INCABNB821$112,6510.03%
332INVESCO WATERIVZ2,117$112,6050.03%
333GILEAD SCIENCES INCGILD1,500$112,4100.03%
334GILEAD SCIENCES INC GILD1,500$112,4100.03%
335QUALCOMM INCQCOM1,000$111,0600.03%
336QUALCOMM INCQCOM1,000$111,0600.03%
337AMAZON COM INC AMZN850$108,0520.03%
338AMGEN INCAMGN400$107,5040.03%
339BIOMARIN PHARMACEUTICALBMRN1,210$107,0610.03%
340AT&T INCT-PC7,095$106,5760.03%
341BAKER HUGHESBKR3,000$105,9600.03%
342VANGUARD REAL ESTATE9229085531,400$105,9240.03%
343ALPHABET INCGOOG800$105,4800.03%
344SPDR S&PMDY230$105,0270.03%
345STARBUCKS CORPSBUX1,150$104,9600.03%
346ADVANCED MICRO DEVICES IAMD1,000$102,8200.03%
347ISHARES CORE464287507410$102,2870.03%
348MICRON TECHNOLOGYMU1,500$102,0450.03%
349AMAZON COM INCAMZN800$101,6960.03%
350MAGNA INTERNATIONAL5592224011,894$101,5370.03%
351ORACLE CORPORCL-PD955$101,1530.03%
352INVESCO LIMITED TERM CAIVZ33,145$101,0940.03%
353ISHARES RUSSELL464287622430$101,0110.03%
354WALGREENS BOOTS9314271084,525$100,6500.03%
355FIDELITY ADVISOR INTERM31638R80810,378$100,5710.03%
356AMERICAN ELECTRIC0255371011,337$100,5690.03%
357PIMCO ENHANCED SHRT72201R8331,000$100,1400.03%
358PALO ALTOPANW424$99,4030.03%
359INVESCO LIMITED TERM CAIVZ32,492$99,1030.03%
360TRANSAMERICA INTERMEDIAT89355J5819,675$98,4000.03%
361TECHNOLOGY SELECT SECTOR81369Y803600$98,3580.03%
362TECHNOLOGY SELECT SECTOR81369Y803600$98,3580.03%
363SHOPIFY INC FSHOP1,800$98,2260.03%
364ARISTOTLE CORE INCOME I-04045F69110,545$97,7610.03%
365CVS HEALTH CORPCVS1,400$97,7480.03%
366UPSTART HOLDINGSUPST3,415$97,4650.03%
367INVESCO LIMITED TERM CAIVZ31,839$97,1100.03%
368CONSUMER DISCRETIONARY81369Y407600$96,5880.03%
369CHARGEPOINT HOLDINGSCHPT19,370$96,2700.03%
370HARTFORD TOTAL RETURN41653L3053,000$96,2700.03%
371ISHARES TOTAL USD BOND46434V6132,200$96,1730.03%
372MICROSOFT CORPMSFT300$94,7250.03%
373DFA US LARGE CAP VALUE I2332038272,268$94,6530.03%
374FRST TR CLFRNA MNCPL HGH33739P8632,000$94,4800.03%
375FIDELITY NASDAQ3159128081,800$93,5830.03%
376ILLINOIS TOOL452308109406$93,5060.03%
377VANGUARD MATERIALS92204A801539$93,0440.03%
378KRANESHARES ELECTRIC5007678273,350$92,2600.03%
379JPMORGAN LARGE CAP GROWT4812C05301,733$92,0350.03%
380OGE ENERGY CORPOGE2,760$91,9910.03%
381UBER TECHNOLOGIES INCUBER2,000$91,9800.03%
382UBER TECHNOLOGIES INCUBER2,000$91,9800.03%
383UBER TECHNOLOGIES INCUBER2,000$91,9800.03%
384FORD MOTOR3453708607,400$91,9080.03%
385REX AMERICANREX2,250$91,6200.03%
386PROLOGIS INCPLDGP815$91,4520.03%
387EOG RESOURCESEOG721$91,3940.03%
388VANGUARD CONSUMER92204A207500$91,3350.03%
389HARTFORD EQUITY INCOME I4166497054,656$90,7060.03%
390META PLATFORMS INCMETA300$90,0630.03%
391ABBVIE INCABBV600$89,4360.03%
392QUALCOMM INCQCOM800$88,8480.03%
393MAXLINEAR INCMXL3,975$88,4440.03%
394MICRON TECHNOLOGY INC MU1,300$88,4390.03%
395ALBEMARLE CORPALB-PA520$88,4210.03%
396FIRST TRUST TCW33740F8052,100$88,3150.03%
397ROYAL BANK7800871021,000$87,4400.03%
398NVIDIA CORPNVDA200$86,9980.03%
399SPDR PORTFOLIO78463X8892,793$86,6110.03%
400TOUCHSTONE MID CAP A89155H6291,892$86,5840.03%
401SPDR PORTFOLIO78464A4742,950$86,4940.03%
402LUMINAR TECHNOLOGIESLAZRQ18,850$85,7680.03%
403DISNEY WALT CO 2546871061,050$85,1020.03%
404ISHARES TR CORE MSCI 46432F8421,300$83,6550.03%
405EDWARDS LIFESCIENCESEW1,200$83,1360.02%
406BROADCOM INCAVGO100$83,0580.02%
407BROADCOM INCAVGO100$83,0580.02%
408VANGUARD WHITEHALL FDS EMERG MKT BD 9219468851,400$82,8240.02%
409TECHNOLOGY SELECT SECTOR81369Y803500$81,9650.02%
410TECHNOLOGY SELECT SECTOR81369Y803500$81,9650.02%
411WELLTOWER INCWELL1,000$81,9200.02%
412CATERPILLAR INCCAT300$81,9000.02%
413GOLDMAN SACHSGSCE250$80,8930.02%
414VANGUARD CONSUMER92204A108300$80,8110.02%
415FREEPORT MCMORANFCX2,163$80,6890.02%
416DOUBLELINE TOTAL RETURN2586201039,512$79,9990.02%
417SCHWAB S&P 500 INDEX8085098551,198$79,5940.02%
418VANGUARD DIVIDEND921908844500$77,6900.02%
419STARBUCKS CORP SBUX850$77,5790.02%
420FIDELITY ADVISOR INVESTM31614686911,289$77,4430.02%
421TARGET CORP TGT700$77,3990.02%
422BIOGEN INCBIIB300$77,1030.02%
423SNOWFLAKE INCSNOW500$76,3850.02%
424VANGUARD INDEX FDS SMALL CP 922908751400$75,6280.02%
425ISHARES CORE S&P464287804800$75,4640.02%
426ACCENTURE PLCACN245$75,2410.02%
427GILEAD SCIENCES INCGILD1,000$74,9400.02%
428ABBVIE INCABBV500$74,5300.02%
429DOW INCDOW1,444$74,4530.02%
430INVESCO NASDAQ 100 ETFIVZ500$73,7050.02%
431SPLUNK INC848637104500$73,1250.02%
432SPDR S&P BIOTECH ETF78464A8701,000$73,0200.02%
433ISHARES RUSSELL464287630535$72,5190.02%
434VANGUARD HIGH DIVIDEND921946406700$72,3240.02%
435BANK AMERICA COR 6 PFD0605052293,000$72,2100.02%
436RTX CORPRTX1,000$71,9700.02%
437ISHARES NATIONAL MUNI464288414700$71,7780.02%
438INVSC QQQ TRUST SRS 1IVZ200$71,6540.02%
439INVSC QQQ TRUST SRS 1IVZ200$71,6540.02%
440VANECK AGRIBUSINESS92189F700909$71,5590.02%
441ISHARES 0-546429B747737$71,4300.02%
442SHOPIFY INC FSHOP1,300$70,9410.02%
443INVESCO S&PIVZ500$70,8450.02%
444SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y8861,200$70,7160.02%
445GENERAL DYNAMICSGD319$70,4890.02%
446BP PLCBPPFF1,811$70,1250.02%
447ISHARES MSCI4642863501,838$69,9730.02%
448CVS HEALTH CORP CVS1,000$69,8200.02%
449CVS HEALTH CORPCVS1,000$69,8200.02%
450CORNING INCGLW2,288$69,7240.02%
451UBER TECHNOLOGIES INC UBER1,500$68,9850.02%
452GOLDMAN SACHSGSBD4,700$68,4320.02%
453MICRON TECHNOLOGYMU1,000$68,0300.02%
454MICRON TECHNOLOGYMU1,000$68,0300.02%
455FIRST TRUST33739P3011,500$67,6050.02%
456WALGREENS BOOTS ALLIANCE INC 9314271083,000$66,7200.02%
457ANHEUSER BUSCHBUDFF1,200$66,3600.02%
458SELECT STR FINANCIAL81369Y6052,000$66,3400.02%
459PFIZER INCPFE2,000$66,3400.02%
460ISHARES RUSSELL464287655375$66,2770.02%
461ALPHABET INCGOOG500$65,9250.02%
462ALPHABET INCGOOG500$65,4300.02%
463WALT DISNEY CO254687106800$64,8400.02%
464WAL-MART STORES INC WMT400$63,9720.02%
465ISHARES TOTAL USD BOND46434V6131,450$63,3860.02%
466MICROSOFT CORPMSFT200$63,1500.02%
467MICROSOFT CORPMSFT200$63,1500.02%
468MICROSOFT CORPMSFT200$63,1500.02%
469SELECT SECTOR SPDR TR SBI INT-FINL 81369Y6051,900$63,0230.02%
470MFS MID CAP VALUE A55272P6382,277$62,7870.02%
471ISHARES MSCI46432F339476$62,7320.02%
472VANGUARD DIVIDEND921908844400$62,1520.02%
473HCA HEALTHCAREHCA252$61,9870.02%
474VALERO ENERGYVLO436$61,8000.02%
475AMERICAN CENTURY INTERMT0249345075,996$61,7080.02%
476AT&T INC T-PC4,100$61,5820.02%
477INTL BUSINESSINTR438$61,4510.02%
478MICRON TECHNOLOGYMU900$61,2270.02%
479SNOWFLAKE INCSNOW400$61,1080.02%
480SNOWFLAKE INCSNOW400$61,1080.02%
481ISHARES RUSSELL464287598400$60,7280.02%
482ALIBABA GROUP HLDG LTD FBBAAY700$60,7180.02%
483DFA US SMALL CAP VALUE I2332038191,493$59,9960.02%
484GILEAD SCIENCES INCGILD800$59,9520.02%
485APPLE INCAAPL350$59,9230.02%
486APPLE INCAAPL350$59,9230.02%
487UBER TECHNOLOGIES INCUBER1,300$59,7870.02%
488AMERICAN EXPRESS CO AXP400$59,6760.02%
489BERKSHIRE HATHAWAYBRK-A170$59,5510.02%
490EVERGY INCEVRG1,174$59,5220.02%
491DUKE ENERGYDUKB671$59,2220.02%
492HARTFORD TOTAL RETURN41653L3051,800$57,7620.02%
493NETFLIX INCNFLX150$56,6400.02%
494COSTCO WHOLESALE CO22160K105100$56,4960.02%
495THE COCA-COLA COKO1,000$55,9800.02%
496CVS HEALTH CORPCVS800$55,8560.02%
497CVS HEALTH CORPCVS800$55,8560.02%
498HUNTINGTON BANCSHARESHBANP5,353$55,6710.02%
499DWS GLOBAL MACRO S25156G6085,884$55,5520.02%
500QUALCOMM INCQCOM500$55,5300.02%