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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 2024 · Filed November 20, 2024 · Accession 0001538383-24-000005

Total Value
$469.6M
Positions
1,745
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD HIGH921946406128,453$16.5M3.70%
2VANGUARD TOTAL92290876957,944$16.4M3.68%
3INVESCO QQQIVZ29,140$14.2M3.19%
4APPLE INCAAPL52,661$12.3M2.75%
5MICROSOFT CORPMSFT21,502$9.3M2.08%
6ISHARES CORE46432F842113,079$8.8M1.98%
7UBER TECHNOLOGIESUBER108,125$8.1M1.82%
8HARROW INCHROW165,444$7.4M1.67%
9ISHARES CORE46428722672,312$7.3M1.64%
10AMAZON COMAMZN38,593$7.2M1.61%
11META PLATFORMSMETA12,195$7.0M1.57%
12TUTOR PERINITPC253,548$6.9M1.55%
13VANGUARD CONSUMER92204A10819,219$6.5M1.47%
14ALPHABET INCGOOG38,016$6.3M1.41%
15VANGUARD DIVIDEND92190884429,992$5.9M1.33%
16PIMCO EHNANCED72201R83355,890$5.6M1.26%
17JPMORGAN46641Q837106,826$5.4M1.22%
18APPLE INCAAPL24,500$5.3M1.20%
19SPDR GOLDGLD21,981$5.3M1.20%
20ISHARES CORE46434V613111,383$5.2M1.18%
21SPDR SERIES78464A76333,107$4.7M1.06%
22PITNEY BOWESPBI-PB622,839$4.4M1.00%
23SECTOR TECHNOLOGY81369Y80319,497$4.4M0.99%
24UNITED RENTALSURI5,144$4.2M0.93%
25FIRST TRUST33739P86378,830$4.0M0.89%
26CVS HEALTHCVS59,217$3.7M0.84%
27ETON PHARMACEUTICALSETON618,175$3.7M0.83%
28ALPHABET INCGOOG21,495$3.6M0.81%
29BRINKS COMPANYBCO30,421$3.5M0.79%
30PIMCO SHORT72201R87469,029$3.5M0.78%
31ISHARES CORE46434G10358,194$3.3M0.75%
32QUALCOMM INCQCOM18,284$3.1M0.70%
33ABBVIE INCABBV15,723$3.1M0.70%
34SECTOR HEALTHCARE81369Y20919,655$3.0M0.68%
35FIRST TRUST33739N10856,410$2.9M0.66%
36SECTOR FINANCIAL81369Y60564,162$2.9M0.65%
37VANGUARD HEALTH92204A50410,043$2.8M0.64%
38SPDR S&PSPY4,787$2.7M0.62%
39AVANTIS U S02507287727,747$2.7M0.60%
40SHOPIFY INCSHOP33,020$2.6M0.59%
41AMGEN INCAMGN8,149$2.6M0.59%
42ISHARES CORE46428780422,337$2.6M0.59%
43COHERENT CORPCOHR29,156$2.6M0.58%
44ISHARES 1-3YR46428745730,843$2.6M0.58%
45VANGUARD TOTAL92190976837,271$2.4M0.54%
46ISHARES NATIONAL46428841422,195$2.4M0.54%
47ISHARES CALIFORNIA46428835639,820$2.3M0.52%
48BROADCOM INCAVGO13,385$2.3M0.52%
49ISHARES BIOTECHNOLOGY46428755615,832$2.3M0.52%
50ORACLE CORPORCL-PD13,423$2.3M0.51%
51FIRST TRUST33740F80548,146$2.2M0.49%
52VANGUARD CONSUMER92204A2079,969$2.2M0.49%
53INVESCO NASDAQIVZ10,793$2.2M0.49%
54NORTHROP GRUMMAN CONOC4,100$2.0M0.45%
55SPDR PORTFOLIO78464A80527,906$2.0M0.44%
56VANGUARD TOTAL92193783525,291$1.9M0.43%
57CAPITAL GROUP14021D10761,117$1.9M0.43%
58GILEAD SCIENCESGILD21,843$1.8M0.41%
59ELI LILLYLLY2,061$1.8M0.41%
60REVVITY INCRVTY14,255$1.8M0.41%
61WISDOMTREE U SWT16,090$1.8M0.40%
62BLACKSTONE INCBX11,650$1.8M0.40%
63VANGUARD SMALL9229087517,455$1.8M0.40%
64VANGUARD FSTE92204285836,898$1.8M0.40%
65PIMCO INTERMEDIATE72201R86633,292$1.8M0.40%
66DRAFTKINGS INCDKNG44,830$1.8M0.39%
67VANECK SEMICONDUCTOR92189F6767,090$1.7M0.39%
68NORTHROP GRUMMANNOC3,247$1.7M0.38%
69ISHARES CORE46428715013,583$1.7M0.38%
70CIGNA GROUP1255231004,911$1.7M0.38%
71VANGUARD TOTAL92203J40733,248$1.7M0.38%
72ISHARES 20 PLUS46428743216,953$1.7M0.37%
73COLUMBIA TR I19761L86251,790$1.7M0.37%
74SPDR NUVEEN78468R73934,146$1.6M0.37%
75FIRST TRUST33733E3027,618$1.6M0.36%
76UNITEDHEALTH GROUPUNH2,717$1.6M0.36%
77MEDTRONIC PLCMDT17,584$1.6M0.36%
78SECTOR CONSUMER81369Y30818,857$1.6M0.35%
79NVIDIA CORPNVDA11,950$1.5M0.33%
80CROWDSTRIKE HOLDINGSCRWD4,950$1.4M0.31%
81FIRST TRUST33734H10630,477$1.4M0.31%
82CHARTER COMMUNICATIONS16119P1084,222$1.4M0.31%
83NORTHERN LIGHTSNTRSO49,483$1.3M0.30%
84MOTOROLA SOLUTIONSMSI2,957$1.3M0.30%
85ALPS ALERIAN00162Q45227,673$1.3M0.29%
86APPLIED MATERIALS0382221056,314$1.3M0.29%
87FEDEX CORPFDX4,659$1.3M0.29%
88HEWLETT PACKARDHPE-PC62,048$1.3M0.28%
89TRIMBLE INCTRMB20,305$1.3M0.28%
90GOLDMAN SACHSNVGLF12,465$1.3M0.28%
91NVIDIA CORPNVDA11,300$1.2M0.28%
92NORTHROP GRUMMAN CONOC2,500$1.2M0.28%
93VANECK HIGH92189H40923,133$1.2M0.28%
94BANK AMERICA06050510430,491$1.2M0.27%
95ISHARES MSCI46428887721,017$1.2M0.27%
96PAYPAL HOLDINGSPYPL15,362$1.2M0.27%
97SNOWFLAKE INCSNOW10,176$1.2M0.26%
98VANECK SHORT92189F52866,583$1.2M0.26%
99CATALENT INC14880610218,448$1.1M0.25%
100BERKSHIRE HATHAWAYBRK-A2,414$1.1M0.25%
101ADOBE INCADBE2,131$1.1M0.25%
102JPMORGAN CHASEVYLD5,126$1.1M0.24%
103SECTOR ENERGY81369Y50612,266$1.1M0.24%
104ALIBABA GROUPBBAAY10,130$1.1M0.24%
105BLACKROCK SHORT46431W50720,600$1.1M0.24%
106ISHARES GOLDIAU20,968$1.0M0.23%
107SALESFORCE INCCRM3,770$1.0M0.23%
108HP INCHPQ28,502$1.0M0.23%
109VANECK LONG92189F53655,596$1.0M0.23%
110SELECT UTILITIES81369Y88612,520$1.0M0.23%
111FIRST TRUST33740J10450,000$1.0M0.23%
112FIDELITY COVINGTON31609282416,025$983,1400.22%
113ISHARES MSCI4642888028,166$983,0620.22%
114PULSE BIOSCIENCESPLSE54,996$964,6300.22%
115DELUXE CORPDLX48,705$949,2670.21%
116MICRON TECHNOLOGY INCMU9,131$947,0780.21%
117CISCO SYSTEMSCSCO17,621$937,8200.21%
118PIMCO ACTIVE72201R7759,882$934,9370.21%
119VANECK INTERMEDIATE92189H20118,876$886,2520.20%
120APPLE INCAAPL4,000$873,4400.20%
121ALPHABET INCGOOG5,000$862,2500.19%
122STERIS PLCSTE3,495$847,6770.19%
123ISHARES TECHNOLOGY4642877215,509$835,3360.19%
124HARTFORD MUN41653L50320,859$821,8450.18%
125VANGUARD FINANCIALS92204A4057,476$821,7640.18%
126BOEING COMPANYBA-PA5,056$768,7140.17%
127NVIDIA CORPNVDA7,000$764,4700.17%
128AMERICAN CENTURY02507250514,800$761,0160.17%
129AMAZON COM INCAMZN4,010$738,1200.17%
130FIDELITY COVINGTON31609284014,262$722,3960.16%
131VANGUARD REAL9229085537,288$709,9970.16%
132HARTFORD TOTAL41653L30519,700$688,7120.15%
133STARBUCKS CORPSBUX6,988$681,2620.15%
134INTERDIGITAL INCIDCC4,803$680,2490.15%
135LOCKHEED MARTINLMT1,155$675,1660.15%
136TESLA INCTSLA2,541$664,8030.15%
137SCHWAB VALUE ADVANTAGE M808515696662,085$662,0850.15%
138SPDR BLOOMBERG78468R6226,742$659,3480.15%
139ISHARES COHEN4642875649,748$642,5020.14%
140ISHARES SEMICONDUCTOR4642875232,778$640,5800.14%
141APPLE INCAAPL2,910$635,4270.14%
142LAM RESEARCH CORPORATIONLRCX760$620,2210.14%
143CITIGROUP INCC-PR9,859$617,1730.14%
144SPDR SERIES78464A8706,170$609,5960.14%
145WALMART INCWMT6,844$552,6780.12%
146WALT DISNEY2546871065,639$542,4240.12%
147BROADCOM INCAVGO3,600$529,2720.12%
148VANGUARD CA INTERM-TERM92202140745,185$515,5620.12%
149JOHNSON & JOHNSONJNJ3,155$511,3610.11%
150ADVANCED MICROAMD3,113$510,7810.11%
151HOME DEPOTHD1,258$509,8130.11%
152COSTCO WHOLESALE22160K105571$506,7960.11%
153INVESCO HIGHIVZ21,700$492,4820.11%
154ISHARES U S TR BLACKROCK ST MAT46431W5079,700$488,2010.11%
155VANGUARD S&P922908363906$478,5800.11%
156CHEVRON CORPCVX3,205$472,0020.11%
157EXXON MOBILXOM3,990$467,7080.10%
158AMAZON COM INCAMZN2,500$460,1750.10%
159INVSC QQQ TRUST SRS 1IVZ1,000$459,6600.10%
160VANGUARD GROWTH9229087361,195$458,9590.10%
161JPMORGAN ULTRA SHORT46641Q8379,000$453,5100.10%
162PROCTER & GAMBLE7427181092,579$446,6830.10%
163BROADCOM INCAVGO3,000$441,0600.10%
164PRUDENTIAL FINANCIALPUKPF3,600$435,9600.10%
165VANECK GOLD92189F10610,920$434,8580.10%
166ALPHABET INCGOOG2,500$431,1250.10%
167ISHARES 7-10YR4642874404,375$429,3560.10%
168PIMCO SHORT TERM MUNI72201R8748,300$415,4560.09%
169PHILIP MORRIS7181721093,350$406,6900.09%
170AMERICAN FUNDS TAX-EXEMP87690260232,571$406,4960.09%
171SUPER MICRO COMPUTERSMCI600$403,3440.09%
172ROCKWELL AUTOMATIONROK1,500$402,6900.09%
173VANGUARD INFORMATION92204A702683$400,6180.09%
174PEPSICO INCPEP2,261$384,4840.09%
175INMUNE BIOINMB71,315$384,3970.09%
176SPDR S&P 500 ETFSPY700$380,1070.09%
177JPMORGAN ULTRA SHORT46641Q8377,500$377,9250.08%
178PIMCO ACTIVE BOND ETF72201R7754,000$371,4800.08%
179BRISTOL MYERSCELG-RI7,100$367,3780.08%
180FIRST TRUST33738R5066,171$365,3850.08%
181ISHARES CORE464287200630$363,5510.08%
182PENN ENTERTAINMENTPENN19,229$362,6610.08%
183GARMIN LTDGRMN2,000$352,0600.08%
184FIRST TRUST VALUE33734H1068,000$346,2400.08%
185SELECT STR FINANCIAL81369Y6058,000$344,9600.08%
186ALPHABET INCGOOG2,000$344,9000.08%
187VANGUARD WHITEHALL FDS INC HIGH DIV9219464062,900$343,9400.08%
188VANGUARD SMALL CAP ETF9229087511,500$341,6550.08%
189T ROWE87283Q86710,275$341,6450.08%
190SEAGATE TECHNOLOGYSE3,100$339,5430.08%
191MERCK & COMPANYMRK2,968$337,1450.08%
192APPLE INCAAPL1,600$336,9920.08%
193AMERICAN CENTURY INTERMT02493484630,920$334,5630.08%
194ISHARES U S4642878462,345$327,3390.07%
195META PLATFORMS INCMETA650$323,5310.07%
196CHURCH & DWIGHTCHD3,000$314,1600.07%
197VANGUARD CONSUMER92204A1081,000$313,7400.07%
198SPDR PORTFOLIO78464A8544,636$312,9760.07%
199MICROSOFT CORPMSFT750$312,8320.07%
200TURTLE BEACHTBCH20,100$308,3340.07%
201PFIZER INCPFE10,608$307,0040.07%
202HARBOR CORE PLUS INSTITU41151110829,818$305,6410.07%
203UBER TECHNOLOGIES INCUBER5,000$305,1000.07%
204ATOMERA INCATOM115,700$304,2950.07%
205FIDELITY ADVISOR INTERM31638R80829,925$303,4440.07%
206FIDELITY ADVISOR INTERM31638R80829,878$302,9630.07%
207COSTCO WHOLESALE CO22160K105370$302,2490.07%
208SKYWORKS SOLUTIONSSWKS3,055$301,7420.07%
209ENVVENO MEDNVNO88,375$296,9400.07%
210FIDELITY ADVISOR NEW INS3160716047,193$295,9940.07%
211AMAZON COM INCAMZN1,600$294,5120.07%
212BROADCOM INCAVGO2,000$294,0400.07%
213MICROSOFT CORPMSFT700$291,9770.07%
214ALPHABET INCGOOG1,700$290,2920.07%
215SCHWAB MUNICIPAL MONEY I808508105287,275$287,2750.06%
216VANGUARD MUNICIPAL9229077465,616$287,0900.06%
217APPLE INCAAPL1,300$283,8680.06%
218BIOGEN INCBIIB1,464$283,7820.06%
219VANGUARD DIVIDEND9219088441,500$281,9250.06%
220ABBOTT LABORATORIESABLZF2,451$279,4400.06%
221RIVERNORTH OPPORTUNITIES76881Y10921,200$273,9040.06%
222ISHARES EXPANDED4642875492,832$271,7020.06%
223CRISPR THERAPEUTICSCRSP5,782$271,6370.06%
224RTX CORPRTX2,226$269,7020.06%
225MFS CA MUNICIPAL BOND A55273N59047,542$267,6620.06%
226VANGUARD MID9229086291,009$266,2060.06%
227BROADCOM INCAVGO1,800$264,6360.06%
228TRANSAMERICA INTERMEDIAT89355J58124,493$264,5300.06%
229AMAZON COM INCAMZN1,400$257,6980.06%
230FIRST TRUST33739Q4084,291$256,9020.06%
231ISHARES CORE46434V6214,044$253,5780.06%
232DFA US CORE EQUITY 2 I2332033976,894$252,1350.06%
233COMCAST CORPCCZ6,014$251,2080.06%
234APPLE INCAAPL1,150$251,1140.06%
235VANGUARD CONSUMER92204A108800$250,9920.06%
236WHIRLPOOL CORPWHR-PA2,345$250,9150.06%
237VANGUARD HEALTH CARE92204A504900$249,4890.06%
238FRST TR CLFRNA MNCPL HGH33739P8635,000$249,2500.06%
239FRST TR CLFRNA MNCPL HGH33739P8635,000$249,2500.06%
240CONFLUENT INC20717M10312,150$247,6170.06%
241QUALCOMM INCQCOM1,500$246,0000.06%
242VICTORYSHARES US92647N7662,788$240,1750.05%
243FREEPORT MCMORANFCX4,786$238,9640.05%
244FIDELITY ADVISOR INTERM31638R80823,512$238,4180.05%
245MONDELEZ INTERNATIONAL6092071053,213$236,7020.05%
246INTEL CORPINTC10,032$235,3500.05%
247GE AEROSPACE3696043011,245$234,9180.05%
248HARTFORD MUNICIPAL41653L5036,000$233,8800.05%
249ISHARES MORNINGSTAR4642883073,169$231,3090.05%
250PROCTER AND GAMBLE CO7427181091,400$230,8880.05%
251INVESCO S&PIVZ1,286$230,4010.05%
252REALTY INCOMEO3,560$225,7750.05%
253FIDELITY ADVISOR INTERM31638R80822,110$224,1980.05%
254META PLATFORMS INCMETA450$223,9830.05%
255NETFLIX INCNFLX314$222,7120.05%
256INVESCO MULTIIVZ8,514$222,1490.05%
257ALPHABET INCGOOG1,300$221,9880.05%
258FIRST TRUST TCW33740F8055,000$221,9500.05%
259SOUTHERN COMPANYSOMN2,453$221,2120.05%
260ISHARES MSCI46429B6972,402$219,3910.05%
261VERTIV HOLDINGSVRT2,200$218,8780.05%
262NVIDIA CORPNVDA2,000$218,4200.05%
263NVIDIA CORPNVDA2,000$218,4200.05%
264BERKSHIRE HATHAWAYBRK-A500$215,9050.05%
265COCA COLA COMPANYKO2,973$213,6410.05%
266LOWES COMPANIES548661107787$213,2570.05%
267NOVO NORDISKNONOF1,784$212,4510.05%
268TECHNOLOGY SELECT SECTOR81369Y8031,000$210,6400.05%
269CONSUMER DISCRETIONARY81369Y4071,049$210,1920.05%
270LENNAR CORPLEN-B1,121$210,1650.05%
271ISHARES GLOBAL46428822414,150$207,8710.05%
272SELECT SECTOR SPDR TR SBI INT-UTILS81369Y8863,050$207,8270.05%
273DEERE & CODE496$207,2280.05%
274ARISTOTLE STRATEGIC INCO04045F63419,428$204,9750.05%
275WISDOMTREE TRUSTWT4,556$204,5650.05%
276SHOPIFY INC FSHOP3,500$203,5950.05%
277SPDR PORTFOLIO78464A3678,423$203,5110.05%
278PUTNAM CA TAX EXEMPT INC74644930527,064$202,1750.05%
279JPMORGAN ULTRA SHORT46641Q8374,000$201,5600.05%
280BLACKROCK CALIFORNIA MUNBLK16,524$200,1130.04%
281META PLATFORMS INCMETA400$199,0960.04%
282SPDR DOUBLELINE78467V8484,800$198,7200.04%
283BANK OF AMERICA CORP0605051045,000$197,5000.04%
284ISHARES S&P4642878791,824$196,4410.04%
285ISHARES MSCI4642874652,340$195,7610.04%
286ISHARES U S4642877541,460$195,1580.04%
287MARATHON PETROLEUMMARA1,191$194,0260.04%
288FIRST TRUST MANAGED33739N1083,700$190,7720.04%
289VANGUARD CA INTERM-TERM92202140716,690$190,4410.04%
290SCHWAB US TREASURY MONEY808515548190,000$190,0000.04%
291PHILLIPS 66PSX1,434$188,5000.04%
292VISA INCV678$186,4170.04%
293ALTRIA GROUPMO3,650$186,2960.04%
294WORKDAY INCWDAY760$185,7530.04%
295AMAZON COM INCAMZN1,000$184,0700.04%
296AMAZON COM INCAMZN1,000$184,0700.04%
297AMAZON COM INCAMZN1,000$184,0700.04%
298EBAY INCEBAY2,815$183,3110.04%
299UBER TECHNOLOGIES INCUBER3,000$183,0600.04%
300UBER TECHNOLOGIES INCUBER3,000$183,0600.04%
301ISHARES US TECHNOLOGY4642877211,276$180,8980.04%
302STARBUCKS CORPSBUX2,400$180,2640.04%
303MCDONALDS CORPMCD585$178,1390.04%
304SALESFORCE INCCRM700$177,1420.04%
305CATERPILLAR INCCAT449$175,7580.04%
306NIKE INCNKE1,982$175,2610.04%
307DELL TECHNOLOGIESDELL1,468$174,0170.04%
308BANK AMER CORP0605051044,300$171,0110.04%
309VANGUARD VALUE922908744969$169,2600.04%
310AMGEN INCAMGN500$167,7650.04%
311AMGEN INCAMGN500$167,7650.04%
312MICROSOFT CORPMSFT400$166,8440.04%
313ENTERGY CORPENO1,251$164,6440.04%
314QUALCOMM INCQCOM1,000$164,0000.04%
315QUALCOMM INCQCOM1,000$164,0000.04%
316JPMORGAN ACTIVE GROWTH46654Q6092,277$163,4650.04%
317JOHNSON & JOHNSONJNJ1,000$160,7600.04%
318DWS GLOBAL MACRO S25156G60815,543$159,9450.04%
319VANGUARD HIGH DIVIDEND9219464061,300$159,4450.04%
320NEXTERA ENERGYNEE-PW1,870$158,0710.04%
321PACER TRENDPILOT69374H1053,000$157,6500.04%
322HARTFORD MUNICIPAL41653L5034,000$155,9200.03%
323ISHARES TR CORE US AGGBD4642872261,600$155,3120.03%
324SPDR DOW78467X109365$154,4390.03%
325TARGET CORPTGT986$153,7820.03%
326GENERAL MOTORS37045V1003,428$153,7120.03%
327APPLE INCAAPL700$152,8520.03%
328ENPHASE ENERGYENPH1,350$152,5770.03%
329VANGUARD FTSE EMERGING9220428583,500$152,4600.03%
330MICRON TECHNOLOGYMU1,500$152,2650.03%
331TFF PHARMACEUTICALS87241J20375,264$151,2800.03%
332PIMCO ENHANCED SHRT72201R8331,500$150,3150.03%
333CAPITAL ONE, NTN 3 25 2414042TJQ1150,000$149,7980.03%
334MADISON SQUARE55825T103719$149,7390.03%
335INVESCO WATERIVZ2,122$149,7220.03%
336META PLATFORMS INCMETA300$149,3220.03%
337DFA US LARGE COMPANY I25434D8234,124$149,0830.03%
338ISHARES MSCI4642885701,355$147,4100.03%
339AMAZON COM INCAMZN800$147,2560.03%
340ISHARES BIOTECHNOLOGY4642875561,000$147,1000.03%
341BROADCOM INCAVGO1,000$147,0200.03%
342BROADCOM INCAVGO1,000$147,0200.03%
343PIMCO DYNAMIC72201Y1017,218$146,3090.03%
344VANGUARD CONSUMER92204A207700$146,2790.03%
345AMERICAN WATER0304201031,000$146,2400.03%
346HENRY SCHEINHSIC2,000$145,8000.03%
347AMAZON COM INCAMZN750$144,9370.03%
348PALO ALTOPANW424$144,9230.03%
349AVANTIS US SMALL CAP0250728771,500$144,0600.03%
350COLUMBIA MULTI SECTOR19761L6077,000$143,9900.03%
351T ROWE PRICE HEALTH SCI7414801071,467$143,8360.03%
352DFA INVESTMENT GRADE I23320G44814,142$143,5450.03%
353SCHWAB VALUE ADVANTAGE M808515605142,621$142,6210.03%
354BAIRD CORE INTERMEDIATE05707165613,670$140,9450.03%
355ISHARES RUSSELL464287630839$139,9610.03%
356SCHWAB MUNICIPAL MONEY I808508105138,000$138,0000.03%
357ALPHABET INCGOOG800$137,9600.03%
358DUPONT DEDD1,547$137,8530.03%
359ISHARES RUSSELL464287622430$135,1880.03%
360RBB FD INC US TREAS 374933W4522,700$135,0540.03%
361AMGEN INCAMGN400$134,2120.03%
362AMERICAN ELECTRIC0255371011,308$134,2000.03%
363NXP SEMICONDUCTORS FNXPI550$133,9910.03%
364PUTNAM CA TAX EXEMPT INC74644930517,743$132,5470.03%
365ADVANCED MICRO DEVICE INAMD1,000$132,5400.03%
366INTL BUSINESSINTR598$132,2060.03%
367MICRON TECHNOLOGY INCMU1,000$131,5300.03%
368ORACLE CORPORCL-PD955$131,3220.03%
369NVIDIA CORPNVDA1,200$131,0520.03%
370SPDR S&PMDY230$131,0220.03%
371ISHARES TIPS4642871761,186$131,0180.03%
372ISHARES MORGSTAR MID CAP4642883071,919$130,9520.03%
373FIDELITY NASDAQ3159128081,800$128,8800.03%
374TECHNOLOGY SELECT SECTOR81369Y803600$126,3840.03%
375VANGUARD CONSUMER92204A108400$125,4960.03%
376MICROSOFT CORPMSFT300$125,1330.03%
377ROYAL BANK7800871021,000$124,7300.03%
378GOLDMAN SACHSGSCE250$123,7780.03%
379FIRST TRUST33739P3012,500$123,5000.03%
380DWS GLOBAL MACRO S25156G60811,988$123,3650.03%
381VANGUARD HIGH DIVIDEND9219464061,000$122,6500.03%
382UBER TECHNOLOGIES INCUBER2,000$122,0400.03%
383UBER TECHNOLOGIES INCUBER2,000$122,0400.03%
384UBER TECHNOLOGIES INCUBER2,000$122,0400.03%
385LOCKHEED MARTIN CORPLMT220$120,7490.03%
386ISHARES FLOATING46429B6552,353$120,0970.03%
387NORTHERN LIGHTSNTRSO3,688$119,1220.03%
388SPROUTS FARMERS85208M1021,075$118,6910.03%
389EA SERIES TRUST ALPHA ARCH02072L5651,100$118,5960.03%
390RTX CORPRTX1,000$116,7400.03%
391EOG RESOURCESEOG940$115,5540.03%
392SPDR PORTFOLIO78464A4743,800$115,0640.03%
393UNITED PARCELUPS836$113,9800.03%
394ABBVIE INCABBV600$113,8260.03%
395VANGUARD FTSE9220428741,600$113,7600.03%
396OGE ENERGY CORPOGE2,760$113,2150.03%
397LANTERN PHARMALTRN30,650$112,4880.03%
398WELLTOWER INCWELL1,000$112,3900.03%
399TECHNOLOGY SELECT SECTOR81369Y803533$112,2710.03%
400DFA US LARGE CAP VALUE I2332038272,268$111,4650.03%
401ANIXA BIOSCIENCESANIX35,000$110,2500.02%
402BOEING COBA-PA600$109,2060.02%
403JPMORGAN ACTIVE VALUE46641Q1671,780$108,9710.02%
404BAKER HUGHESBKR3,000$108,4500.02%
405AT&T INCT-PC4,895$107,7010.02%
406SPDR PORTFOLIO78463X8892,865$107,6090.02%
407FIDELITY ADVISOR INTERM31638R80810,599$107,4740.02%
408TRANSAMERICA INTERMEDIAT89355J5819,939$107,3420.02%
409CORNING INCGLW2,368$106,9270.02%
410SELECT SECTOR HEALTH81369Y209700$105,8120.02%
411TECHNOLOGY SELECT SECTOR81369Y803500$105,3200.02%
412CONOCOPHILLIPSCOP1,000$105,2800.02%
413INVESCO LIMITED TERM CAIVZ33,367$104,7740.02%
414SHOPIFY INC FSHOP1,800$104,7060.02%
415CADENCE DESIGN SYSCDNS400$104,3240.02%
416REX AMERICANREX2,250$104,1530.02%
417TOUCHSTONE MID CAP A89155H6291,892$103,3290.02%
418ARISTOTLE CORE INCOME I-04045F69110,545$103,0340.02%
419HARTFORD TOTAL RETURN41653L3053,000$102,9600.02%
420HCA HEALTHCAREHCA252$102,4200.02%
421VANGUARD SHORT TERM COR92206C4091,303$101,7830.02%
422ISHARES MORGSTAR MID CAP4642883071,489$101,6090.02%
423MICRON TECHNOLOGYMU1,000$101,5100.02%
424MICRON TECHNOLOGYMU1,000$101,5100.02%
425ISHARES CORE TOTAL USD46434V6132,200$101,4420.02%
426AMERICAN EXPRESS 4 2 24AXP101,000$100,8190.02%
427SCHWAB S&P 500 INDEX8085098551,198$100,8050.02%
428INVSC BULLETSHARES 2025IVZ4,875$100,1320.02%
429INVESCO LIMITED TERM CAIVZ31,839$99,9760.02%
430FRST TR CLFRNA MNCPL HGH33739P8632,000$99,7000.02%
431INVSC BLTSHRS 2029 CORPIVZ5,380$99,6910.02%
432INVSC BULLETSHARES 2027IVZ5,116$99,6590.02%
433CATERPILLAR INCCAT300$99,4560.02%
434HARTFORD EQUITY INCOME I4166497054,656$98,3430.02%
435UBER TECHNOLOGIES INCUBER1,350$98,1180.02%
436FIDELITY 500 INDEX315911750518$98,1010.02%
437VANGUARD INDEX FDS SMALL CP922908751445$97,0270.02%
438ABBVIE INCABBV500$94,8550.02%
439BIOGEN INCBIIB450$94,8150.02%
440TECHNOLOGY SELECT SECTOR81369Y803450$94,7880.02%
441INVESCO NASDAQ 100 ETFIVZ500$94,5950.02%
442VANGUARD DIVIDEND921908844500$93,9750.02%
443ALBEMARLE CORPALB-PA990$93,7650.02%
444NETFLIX INCNFLX150$93,7270.02%
445VANGUARD MATERIALS92204A801442$93,6420.02%
446COLUMBIA MULTI19761L6074,500$93,5100.02%
447JPMORGAN ACTIVE VALUE46641Q1671,527$93,4820.02%
448AMERICAN EXPRESS COAXP400$92,6200.02%
449GE VERNOVAGEV362$92,3030.02%
450BIOMARIN PHARMACEUTICALBMRN1,310$92,0800.02%
451INVSC QQQ TRUST SRS 1IVZ200$91,9320.02%
452INVSC QQQ TRUST SRS 1IVZ200$91,9320.02%
453VALERO ENERGYVLO679$91,6850.02%
454MICRON TECHNOLOGYMU900$91,3590.02%
455GENERAL DYNAMICSGD302$91,2650.02%
456JPMORGAN ULTRA SHORT46641Q8371,800$90,7020.02%
457PROLOGIS INCPLDGP717$90,5430.02%
458ISHARES CORE TOTAL USD46434V6131,950$89,9140.02%
459GILEAD SCIENCES INCGILD1,300$89,1930.02%
460ISHARES CORE4642875071,426$88,9290.02%
461TARGET CORPTGT600$88,8240.02%
462FIRST TRUST TCW33740F8052,000$88,7800.02%
463NIKE INCNKE1,200$88,6200.02%
464ISHARES RUSSELL464287655400$88,3570.02%
465VANGUARD WHITEHALL FDS EMERG MKT BD9219468851,400$88,0740.02%
466STARBUCKS CORPSBUX1,150$86,3760.02%
467SELECT STR FINANCIAL81369Y6052,000$86,2400.02%
468ALPHABET INCGOOG500$86,2250.02%
469FIRST TRUST MANAGED33739N1081,666$85,8980.02%
470FIRST TRUST MANAGED33739N1081,666$85,8980.02%
471ALPHABET INCGOOG500$85,3800.02%
472ISHARES MSCI46432F339476$85,3470.02%
473PIMCO SHORT TERM MUNI72201R8741,700$85,0930.02%
474DOUBLELINE TOTAL RETURN2586201039,512$84,5640.02%
475VANGUARD DIVIDEND921908844449$84,3890.02%
476CVS HEALTH CORPCVS1,400$84,0420.02%
477MICROSOFT CORPMSFT200$83,4220.02%
478MICROSOFT CORPMSFT200$83,4220.02%
479MICROSOFT CORPMSFT200$83,4220.02%
480HARTFORD EQUITY INCOME I4166497053,945$83,3370.02%
481AIRBNB INCABNB650$82,4280.02%
482UPSTART HOLDINGSUPST2,050$82,0250.02%
483SCHWAB VALUE ADVANTAGE M80851560582,000$82,0000.02%
484QUALCOMM INCQCOM500$82,0000.02%
485COSTCO WHOLESALE CO22160K105100$81,6890.02%
486ISHARES PFD4642886872,458$81,6800.02%
487LULULEMON ATHLETICALULU300$81,4060.02%
488WAL-MART STORES INCWMT1,200$81,2520.02%
489TEVA PHARMACEUTICAL INDS LTD8816242095,000$81,2500.02%
490TRANSAMERICA INTERMEDIAT89355J5817,425$80,1980.02%
491AMERICAN EXPRESSAXP293$79,4620.02%
492UBER TECHNOLOGIES INCUBER1,300$79,3260.02%
493EDWARDS LIFESCIENCESEW1,200$79,1880.02%
494DOORDASH INCDASH550$78,5020.02%
495FORD MOTOR3453708607,400$78,1440.02%
496MAGNA INTERNATIONAL5592224011,894$77,7300.02%
497HONEYWELL INTL438516106375$77,5170.02%
498DUKE ENERGYDUKB671$77,3670.02%
499GLOBAL X37954Y6731,873$77,0980.02%
500GILEAD SCIENCES INCGILD1,000$76,4900.02%