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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

NewSquare Capital LLC

Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001546989-25-000001

Total Value
$1.25B
Positions
913
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769357,783$101.2M8.10%
2SCHWAB STRATEGIC TR US LRG CAP ETF8085242012,310,867$53.2M4.25%
3VANGUARD FTSE ALL-WORLD EX-US922042775825,634$46.1M3.69%
4POWERSHARES DWA TECHNICAL LEADERS PORTFOLIOIVZ337,250$36.3M2.90%
5ISHARES CORE S&P MID CAP ETF464287507539,800$33.6M2.69%
6POWERSHARES SP500 LOW VOLATILITY ETFIVZ477,352$33.4M2.67%
7ISHARES 1-3 YR CREDIT BOND ETF464288646630,394$32.6M2.61%
8VANGUARD TOTAL BOND MARKET ETF921937835406,364$29.2M2.34%
9SPDR S&P 500 ETFSPY43,633$25.6M2.05%
10FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD33733E30298,428$23.9M1.91%
11FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND33734X150282,879$21.2M1.69%
12FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARY33734X101324,000$20.9M1.67%
13FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102108,236$20.4M1.63%
14JPMORGAN CHASE & CO. COMVYLD85,117$20.2M1.62%
15FIRST TRUST NASDAQ SEMICONDUCTOR ETF33738R811230,802$20.1M1.61%
16TECHNOLOGY SELECT SECTOR SPDR81369Y80381,739$18.6M1.49%
17SPDR HIGH YIELD BOND ETF78468R622179,844$17.0M1.36%
18VANGUARD FTSE DEVELOPED MARKETS ETF921943858347,533$16.6M1.33%
19ISHARES S&P SMALLCAP 600 ETF464287804147,385$16.6M1.33%
20ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638309,285$15.9M1.27%
21ISHARES MBS BOND ETF464288588171,599$15.7M1.26%
22INDUSTRIAL SELECT SECTOR SPDR81369Y704112,169$14.8M1.18%
23VANGUARD INTERMEDIATE-TERM BOND921937819192,311$14.4M1.15%
24UNUM GROUP COMUNMA187,851$13.5M1.08%
25SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409151,103$13.3M1.06%
26INTL BUSINESS MACHINESINTR60,146$13.1M1.04%
27CUMMINS INC COMCMI36,388$12.6M1.01%
28ISHARES AGGREGATE BOND ETF464287226128,349$12.4M0.99%
29PACKAGING CORP OF AMERICA69515610952,761$11.7M0.94%
30APPLE INCAAPL46,192$11.6M0.93%
31SPDR PORTFOLIO S&P 500 VALUE ETF78464A508225,428$11.5M0.92%
32SPDR SER TR SPDR BOFA MERRILL LYNCH CROSSOVER CORP BD ETF78468R606445,232$10.4M0.84%
33ISHARES TR RUSSELL 1000 INDEX ETF46428762231,926$10.3M0.82%
34KBW REGIONAL BANKINGETF78464A698159,595$9.6M0.77%
35PRUDENTIAL FINL INCPUKPF79,926$9.4M0.75%
36INTERNATIONAL PAPER CO COM460146103176,176$9.4M0.75%
37NORDSTROM INC COM655664100360,799$8.7M0.70%
38UNILEVER PLC SPON ADR NEWUNLYF149,275$8.5M0.68%
39FIRST AMERICAN CORP31847R102134,283$8.3M0.66%
40NVIDIA CORPNVDA61,476$8.3M0.66%
41CF INDS HLDGS INC COM12526910096,145$8.2M0.66%
42PRINCIPAL FINANCIAL GROUP INC COMPFG106,140$8.1M0.65%
43UNITED PARCEL SERVICE INCUPS63,978$8.0M0.64%
44CMS ENERGY CORP COMCMS-PC118,266$7.8M0.62%
45BEST BUY INCBBY91,338$7.7M0.62%
46MAKEMYTRIP LIMITED MAURITIUS SHSMMYT68,690$7.7M0.62%
47SPDR ICE PREFERRED SECURITIES ETF78464A292228,226$7.5M0.60%
48SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35993,406$7.3M0.58%
49SSGA ACTIVE ETF TR BLKSTN GSOSRLN78467V608170,934$7.1M0.57%
50DUKE ENERGY CORP NEW COM NEWDUKB66,388$7.1M0.56%
51GARMIN LTD SHSGRMN33,852$6.9M0.55%
52MICROSOFTMSFT16,294$6.9M0.55%
53ADTALEM GLOBAL ED INC COMADT74,384$6.8M0.54%
54FISERV INC COMFISV32,891$6.8M0.54%
55STANLEY BLACK & DECKER INC COMSWK84,760$6.7M0.54%
56MSC INDL DIRECT INC CL A55353010689,717$6.6M0.53%
57SERVICENOW INC COMNOW6,187$6.6M0.52%
58VANGUARD FTSE EMERGING MARKETS ETF922042858148,053$6.5M0.52%
59GAP INCGAP274,619$6.5M0.52%
60ROBLOX CORP CL ARBLX112,056$6.5M0.52%
61TORONTO DOMINION BANKTORO122,940$6.5M0.52%
62AMGEN INCAMGN24,947$6.4M0.51%
63CATERPILLAR INC COMCAT17,622$6.4M0.51%
64CISCO SYS INCCSCO108,729$6.4M0.51%
65LCI INDS COM50189K10361,506$6.4M0.51%
66KRAFT HEINZ CO COMKHC204,394$6.2M0.50%
67HELMERICH & PAYNE INC COMHP193,130$6.2M0.49%
68MERCK & CO INCMRK63,370$6.2M0.49%
69SEAGATE TECHNOLOGYSE71,830$6.1M0.49%
70AMAZON.COM INCAMZN26,982$5.9M0.47%
71PRICE T ROWE GROUP INC COMTROW53,088$5.9M0.47%
72CANADIAN IMPERIAL BK COMM COMCNDIF92,521$5.9M0.47%
73PEPSICO INC COMPEP38,574$5.8M0.46%
74MARKET VECTORS ETF HIGH YIELD MUNI INDEX92189H409108,848$5.7M0.45%
75PHILLIPS 66PSX50,037$5.6M0.45%
76HP INC COMHPQ173,153$5.6M0.44%
77ISHARES AMT-FREE MUNI BOND ETF46428841451,702$5.5M0.44%
78AMERICAN EXPRESS CO COMAXP18,282$5.4M0.43%
79XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200134,426$5.4M0.43%
80ISHARES MSCI CANADA INDEX464286509136,862$5.4M0.43%
81SANOFI SASNYNF111,100$5.3M0.42%
82CASEYS GEN STORES INC COM14752810313,141$5.2M0.42%
83LYONDELLBASELLLYB70,793$5.2M0.42%
84SOUTHERN PERU COPPER CORPSCCO57,302$5.1M0.41%
85ISHARES MSCI EAFE ETF46428746567,995$5.1M0.41%
86ISHARES MSCI INDIA ETF46429B598100,216$5.1M0.41%
87GILEAD SCIENCES INCGILD55,931$5.1M0.41%
88CVS HEALTH CORP COMCVS107,062$4.7M0.38%
89CINTAS CORPCTAS24,222$4.4M0.35%
90VALERO ENERGY CORPVLO36,440$4.4M0.35%
91VANGUARD LONG-TERM CORPORATE BOND ETF92206C81358,816$4.4M0.35%
92HEALTH CARE PPTY INVS INCDOC213,214$4.3M0.34%
93BOSTON PPTYS INCBXP54,636$4.1M0.32%
94PFIZER INC COMPFE154,655$4.1M0.32%
95POWERSHARES EXCHANGETRADED FD TR II DWA DEVELOPED MKTSPORTIVZ111,032$4.0M0.32%
96M/I HOMES INC COMMHO30,252$4.0M0.32%
97WISDOMTREE U.S. LARGECAP FUNDWT65,153$4.0M0.32%
98ENERGIZER HLDGS INC NEW COMENR108,436$3.8M0.30%
99POWERSHARES DWA EMERGING MARKETSIVZ190,425$3.7M0.29%
100WP CAREY INC COM92936U10965,729$3.6M0.29%
101AVAGO TECHNOLOGIES LTDAVGO14,988$3.5M0.28%
102WISDOMTREE DIVIDEND EFA INDEX ETFWT63,350$3.3M0.27%
103ISHARES GOLD TRUST ETFIAU50,838$2.5M0.20%
104TARGET CORP COMTGT18,688$2.5M0.20%
105WISDOMTREE U.S. SMALLCAP FUNDWT42,778$2.3M0.18%
106WISDOMTREE U.S. MIDCAP FUNDWT35,868$2.2M0.18%
107WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUNDWT74,822$2.1M0.17%
108INVESCO CURRENCYSHARES SWISS FRANC TRUST46138R10818,465$1.8M0.14%
109INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ132,391$1.7M0.14%
110ISHARES TR DOW JONES U S TOTAL MKT INDEX46428784611,765$1.7M0.13%
111PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD72201R78316,791$1.6M0.13%
112ISHARES MSCI ITALY ETF46434G83042,768$1.5M0.12%
113PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R87427,742$1.4M0.11%
114ISHARES MSCI ETF POLAND INVESTABLE MARKET46429B60663,285$1.3M0.11%
115ISHARES TR MSCI PERU CAP46428984233,205$1.3M0.11%
116ISHARES MSCI ISRAEL ETF46428663216,718$1.3M0.10%
117JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65422,286$1.1M0.09%
118WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT13,938$1.1M0.09%
119WISDOMTREE MIDCAP DIVIDENDWT21,956$1.1M0.09%
120WISDOMTREE EMERGING MARKETS EQUITY INCOME ETFWT27,128$1.1M0.09%
121TJX COS INC NEW COM8725401098,404$1.0M0.08%
122VANECK INTERNATIONAL HIGH YIELD BOND ETF92189F44549,354$1.0M0.08%
123FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F80523,184$996,2160.08%
124VANECK IG FLOATING RATE ETF92189F48638,055$968,5000.08%
125POWERSHARES GLOBAL PREFERRED ETFIVZ83,747$965,6030.08%
126VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF92194688515,195$959,5640.08%
127LENNOX INTL INC COM5261071071,528$931,0100.07%
128TRUIST FINL CORP COM89832Q10920,532$890,6780.07%
129CARETRUST REIT INC COMCTRE32,230$871,8220.07%
130ARES CAPITAL CORP COMARCC38,562$844,1220.07%
131HONEYWELL INTL INC4385161063,599$812,9780.07%
132L3HARRIS TECHNOLOGIES INC COMLHX3,821$803,4800.06%
133GALLAGHER ARTHUR J & CO COM3635761092,807$796,7670.06%
134POWERSHARES QQQ TRIVZ1,538$786,2720.06%
135MONDELEZ INTL INC CL A60920710512,578$751,2790.06%
136ALPHABET INC CAP STK CL CGOOG3,780$719,8630.06%
137WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDWT15,449$697,2970.06%
138THOMSON REUTERS CORPORATION (USA)TMSOF4,335$695,2470.06%
139WISDOMTREE FLOATING RATE TREASURY FUNDWT13,256$667,0420.05%
140LENNAR CORP CL ALEN-B4,832$658,9400.05%
141VANGUARD TAX-EXEMPT BOND ETF92290774612,950$649,1840.05%
142FIRST TRUST MANAGED MUNICIPAL ETF33739N10812,293$627,0660.05%
143WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT15,782$542,1120.04%
144ISHARES S&P 500 INDEX464287200874$514,5060.04%
145WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUNDWT10,339$496,8410.04%
146WISDOMTREE EMERGING MARKETS CORPORATE BOND FUNDWT7,506$487,2720.04%
147WISDOMTREE U.S. CORPORATE BOND FUNDWT11,054$484,7180.04%
148MARKET VECTORS - AMT FREE MUNI92189F53626,908$481,1150.04%
149WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUNDWT11,160$478,9870.04%
150JPMORGAN ULTRA-SHORT INCOME ETF46641Q8379,382$472,5710.04%
151VANGUARD GROWTH ETF9229087361,077$442,0440.04%
152UNIVERSAL DISPLAY CORP COMOLED2,941$429,9740.03%
153VANGUARD VALUE ETF9229087442,520$426,6360.03%
154SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7889,406$406,7150.03%
155POWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATLIVZ17,199$406,0680.03%
156SCHWAB U.S. MID-CAP ETF80852450813,542$375,2490.03%
157DBX ETF TR DB X-TRACKERS MUN INFRASTRUCTURE REV FD23305170512,841$324,3640.03%
158GOOGLE INCGOOG1,615$305,7200.02%
159ISHARES S&P 500 GROWTH ETF4642873092,843$288,6500.02%
160SCHWAB INTERNATIONAL EQUITY ETF80852480515,096$279,2770.02%
161AVANTIS EMERGING MARKETS EQUITY ETF0250726044,188$246,2130.02%
162VANGUARD MID-CAP VALUE ETF9229085121,384$223,8900.02%
163VANGUARD S&P 500 ETF922908363407$219,2260.02%
164VANGUARD MID-CAP GROWTH ETF922908538737$187,0140.01%
165LAM RESEARCH CORPLRCX2,483$179,3470.01%
166FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R5063,018$178,4850.01%
167META PLATFORMS INC CL AMETA276$161,6010.01%
168TESLA INC COMTSLA387$156,2860.01%
169PIMCO ENHANCED SHORT MATURITY ETF72201R8331,545$155,0250.01%
170LINDE PLC SHSLIN350$146,5350.01%
171ELI LILLY & CO COMLLY185$142,8200.01%
172VANGUARD FTSE ALL WORLD EX-US ETF9220427181,218$139,4370.01%
173ISHARES TR S&P MODERATE ALLOCATION FD4642898752,880$125,1070.01%
174WELLS FARGO CO NEW COM9497461011,385$97,2820.01%
175ABBVIE INC COMABBV531$94,3590.01%
176ISHARES ESG AWARE MSCI USA ETF46435G425727$93,6520.01%
177GE AEROSPACE COM NEW369604301552$92,0680.01%
178BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A201$91,1090.01%
179WALMART INC COMWMT990$89,4470.01%
180ARCADIUM LITHIUM PLC COM SHSG0508H11014,676$75,2880.01%
181WASTE MANAGEMENT INC94106L109363$73,2500.01%
182TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100326$64,3820.01%
183INTUITIVE SURGICAL, INC.ISRG123$64,2010.01%
184BANK AMERICA CORP COM0605051041,338$58,8050.00%
185SPDR DOW JONES INDUSTRIAL ETF78467X109133$56,5920.00%
186THE CAMPBELLS COMPANY COMCPB1,215$50,8840.00%
187ADOBE SYS INCADBE114$50,6940.00%
188EAGLE MATLS INC COM26969P108199$49,1050.00%
189NETFLIX INC COMNFLX55$49,0230.00%
190STERLING INFRASTRUCTURE INC COMSTRL287$48,3450.00%
191HILTON WORLDWIDE HLDGS INC COMHLT193$47,7020.00%
192SOFI TECHNOLOGIES INC COMSOFI3,000$46,2000.00%
193GE VERNOVA INC COMGEV139$45,7210.00%
194SPDR S&P WORLD EX-US78463X8891,316$44,9150.00%
195VANGUARD MID CAP922908629170$44,9020.00%
196JOHNSON & JOHNSON COMJNJ290$41,9040.00%
197HOME DEPOTHD102$39,6770.00%
198FRACTYL HEALTH INC COMGUTS18,943$39,0230.00%
199ENERGY SELECT SECTOR SPDR81369Y5063,930$37,3210.00%
200DRAFTKINGS INC NEW COM CL ADKNG1,000$37,2000.00%
201UBER TECHNOLOGIES INC COMUBER606$36,5540.00%
202VISA INCV111$35,0800.00%
203INTEL CORP COMINTC2,815$32,7620.00%
204COSTCO WHOLESALE CORP22160K10535$32,3210.00%
205MERIT MEDICAL SYSTEMS INC589889104334$32,3040.00%
206BOFI HLDG INCAX446$31,1530.00%
207ISHARES CORE MSCI EMERGING MKTS46434G103544$28,4080.00%
208ITT INDUSTRIES INCITT195$27,8620.00%
209SALESFORCE INC COMCRM82$27,4150.00%
210ABBOTT LABS COMABLZF239$27,0330.00%
211INTUIT INCINTU43$27,0260.00%
212REAL ESTATE SELECT SECTOR SPDR FUND81369Y860654$26,5980.00%
213MASTERCARD INCMA50$26,3290.00%
214FORD MOTOR COMPANY34537086010,098$26,2870.00%
215AUTOMATIC DATA PROCESSING INC COMADP89$26,0530.00%
216PROCTER AND GAMBLE CO COM742718109155$25,9860.00%
217BLACKROCK INCBLK25$25,6280.00%
218UNITEDHEALTH GROUPUNH50$25,2930.00%
219PHILIP MORRIS INTL INC718172109206$24,7920.00%
220ADVANCED MICRO DEVICES INC COMAMD201$24,2790.00%
221EXXON MOBIL CORP COMXOM224$24,0830.00%
222SPDR SER TR BARCLAYS CAPITAL LONG TERM CR BD ETF78464A3671,048$23,2970.00%
223DICKS SPORTING GOODS INC253393102101$23,1130.00%
224MOTOROLA SOLUTIONS INC COM NEWMSI48$22,1870.00%
225ISHARES RUSSELL 2000 ETF464287655100$22,0960.00%
226AVANTIS INTERNATIONAL SMALL CAP VALUE ETF025072802338$21,9970.00%
227QUALCOMM INCQCOM140$21,5070.00%
228ORACLE CORPORATIONORCL-PD126$20,9970.00%
229ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150157$20,1930.00%
230AVANTIS U.S. SMALL CAP VALUE ETF025072877208$20,0780.00%
231PAYPAL HLDGS INC COMPYPL235$20,0570.00%
232XYLEM INC COMXYL169$19,6070.00%
233MCDONALDS CORP COMMCD67$19,4820.00%
234THERMO FISHER SCIENTIFIC INC COMTMO37$19,2490.00%
235DISNEY WALT CO COM254687106171$19,0410.00%
236ZIMMER HLDGS INCZBH177$18,6970.00%
237SOLAREDGE TECHNOLOGIES INC COMSEDG1,222$16,6190.00%
238SUNRUN INC COMRUN1,682$15,5590.00%
239GENUINE PARTS CO COMGPC132$15,4120.00%
240INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ700$14,8820.00%
241STRYKER CORPSYK41$14,7660.00%
242CITIGROUP INCC-PR209$14,7120.00%
243ISHARES RUSSELL 2000 GROWTH INDEX46428764850$14,3910.00%
244ACCENTURE LTD BERMUDA CL AACN40$14,0720.00%
245DOCUSIGN INC COMDOCU155$13,9410.00%
246ONEOK INC NEW COMOKE138$13,8550.00%
247HEALTH CARE REIT INCWELL106$13,3590.00%
248MICRON TECHNOLOGYMU154$12,9610.00%
249GRAINGER W W INC COM38480210412$12,6490.00%
250ISHARES CORE MSCI EAFE ETF46432F842179$12,5800.00%
251EBAY INCEBAY203$12,5760.00%
252INFOSYS LTD SPONSORED ADRINFY571$12,5160.00%
253COHERENT CORP COMCOHR130$12,3150.00%
254VERIZON COMMUNICATIONSVZ1,969$12,2240.00%
255STATE STR CORP COMSTT-PG120$11,7780.00%
256PROGRESSIVE CORP COM74331510349$11,7410.00%
257PPL CORP COMPPLC359$11,6490.00%
258UPWORK INC COMUPWK705$11,5270.00%
259AFLAC INC COMAFL111$11,4820.00%
260CHORD ENERGY CORPORATION COM NEWCHRD96$11,2240.00%
261PERMIAN BASIN RTY TR UNIT BEN INT7142361061,000$11,0200.00%
262COCA COLA CO COMKO174$10,8410.00%
263STEWART INFORMATION SVCS CORP COM860372101160$10,7980.00%
264MAXLINEAR INC COMMXL539$10,6610.00%
265HDFC BANK LTD SPONSORED ADSHDB163$10,4090.00%
266CREE INCWOLF1,528$10,1760.00%
267NOVO-NORDISK A/S ADR ADR CMNNONOF118$10,1500.00%
268AMERICAN ELEC PWR CO INC COM025537101110$10,1450.00%
269PALANTIR TECHNOLOGIES INC CL APLTR134$10,1340.00%
270SITIME CORP COMSITM47$10,0830.00%
271ROYAL DUTCH SHELL PLC-ADRRYDAF159$9,9610.00%
272BOOKING HOLDINGS INC COMBKNG2$9,9370.00%
273ESSENT GROUP LTD COMESNT180$9,7990.00%
274GOLDMAN SACHS GROUP INCGSCE17$9,7350.00%
275DANAHER CORP23585110242$9,6410.00%
276TEXAS INSTRS INC COM88250810451$9,5630.00%
277TOYOTA MOTOR CORP ADSTOYOF48$9,3410.00%
278CHEVRON CORP NEW COMCVX64$9,3310.00%
279INVENTRUST PPTYS CORP COM NEW46124J201295$8,8880.00%
280ASE TECHNOLOGY HLDG CO LTD SPONSORED ADSASX877$8,8310.00%
281DR REDDYS LABS LTD ADR256135203558$8,8110.00%
282CHARLES SCHWAB CORPSCHW-PJ116$8,5850.00%
283JETBLUE AWYS CORP COM4771431011,090$8,5670.00%
284OMNICOM GROUP INC COMOMC99$8,5180.00%
285BOSTON SCIENTIFIC CORPBSX95$8,4850.00%
286DEERE & CO COMDE20$8,4740.00%
287ENPHASE ENERGY INC COMENPH123$8,4480.00%
288GLOBAL X S&P 500 COVERED CALL ETF37954Y475200$8,3990.00%
289MRC GLOBAL INC COM55345K103655$8,3710.00%
290SYMANTEC CORPGENVR302$8,2690.00%
291AT&T INC COMT-PC362$8,2350.00%
292GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y483451$8,2100.00%
293TYSON FOODS INC CL ATSN140$8,0420.00%
294ICICI BANK LIMITED ADRIBN267$7,9730.00%
295VANGUARD SHORT TERM BOND921937827103$7,9590.00%
296CORNING INC COMGLW167$7,9360.00%
297ARISTA NETWORKS INC COM SHSANET71$7,8480.00%
298UNION PAC CORP COMUNP34$7,7530.00%
299ROCKWELL AUTOMATION INC COMROK27$7,7160.00%
300NXP SEMICONDUCTORS N V COMNXPI37$7,6900.00%
301WEST BANCORPORATION INC CAP STKWTBA355$7,6860.00%
302LOWES COS INC COM54866110731$7,6510.00%
303ASML HOLDING N V N Y REGISTRY SHSASMLF11$7,6240.00%
304DELTA AIR LINES INC DEL COM NEWDAL126$7,6230.00%
305BOEING CO COMBA-PA43$7,6110.00%
306RAPID7 INC COMRPD186$7,4830.00%
307MARA HOLDINGS INC COMMARA445$7,4630.00%
308JAZZ PHARMACEUTICALS PLC SHS USDJAZZ60$7,3890.00%
309BHP GROUP LTD SPONSORED ADSBHPLF150$7,3250.00%
310PALO ALTO NETWORKS INC COMPANW40$7,2780.00%
311GSK PLC SPONSORED ADRGLAXF215$7,2710.00%
312UNITED MICROELECTRONICS CORP SPON ADR NEWUMC1,120$7,2690.00%
313AMPHENOL CORP NEW CL A032095101104$7,2230.00%
314RELX PLC SPONSORED ADRRLXXF159$7,2220.00%
315CONMED CORP COMCNMD104$7,1180.00%
316CONOCOPHILLIPS COMCOP71$7,0410.00%
317S&P GLOBAL INC COMSPGI14$6,9720.00%
318SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848177$6,9720.00%
319EATON CORP PLC SHSETN21$6,9690.00%
320GLOBAL X RUSSELL 2000 COVERED CALL ETF37954Y459425$6,9450.00%
321RTX CORPORATION COMRTX60$6,9430.00%
322SOUTHERN CO COMSOMN1,570$6,9380.00%
323NUSCALE PWR CORP CL A COMNU380$6,8130.00%
324ANALOG DEVICES INC COMADI32$6,7990.00%
325NIKE INC CLASS BNKE89$6,7350.00%
326TOTAL SA ADRTTE122$6,6490.00%
327ENI S P A COMMON STOCK26874R108241$6,5940.00%
328PNC FINL SVCS GROUP INC COM69347510534$6,5570.00%
329ASTRAZENECA PLC- SPONS ADRAZN100$6,5520.00%
330APPLIED MATLS INC COM03822210540$6,5050.00%
331BRISTOL-MYERS SQUIBB CO COMCELG-RI115$6,5040.00%
332BABCOCK COMMON STOCKBWXT58$6,4610.00%
333US BANCORP DEL COM NEWUSB-PS134$6,4090.00%
334SPDR PORTFOLIO EMERGING MARKETS ETF78463X509167$6,4080.00%
335WIPRO LTD SPON ADR 1 SHWIT1,792$6,3440.00%
336NEXTERA ENERGY INC COMNEE-PW88$6,3090.00%
337KLA-TENCOR CORPKLAC10$6,3010.00%
338HEXCEL CORP NEW COM428291108100$6,2700.00%
339CTRIP.COM INTL LTD AMERICAN DEP SHSTRPCF91$6,2480.00%
340T-MOBILE US INC COMTMUSZ28$6,1800.00%
341ALLISON TRANSMISSION HLDGS INC COMALSN57$6,1590.00%
342BP PLC SPONSORED ADRBPPFF205$6,0600.00%
343CAPITAL ONE FINANCIAL CORP14040H10533$5,8850.00%
344ENTERPRISE PRODS PARTNERS L P293792107187$5,8640.00%
345GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC74$5,7850.00%
346KKR & CO LPKKRT39$5,7680.00%
347CADENCE DESIGN SYSTEM INC COMCDNS19$5,7090.00%
348BLACKSTONE GROUP LPBX33$5,6900.00%
349BRITISH AMERICAN TOBACCO110448107156$5,6660.00%
350MORGAN STANLEYMS-PQ45$5,6570.00%
351EQUINIX INC COMEQIX6$5,6570.00%
352KELLANOVA COMBEKE1,897$5,5750.00%
353ELEVANCE HEALTH INC COMELV15$5,5340.00%
354ACM RESH INC COM CL A00108J109360$5,4360.00%
355MARRIOTT INTL INC NEW CL A57190320219$5,3000.00%
356EASTMAN CHEMICAL COEMN58$5,2970.00%
357NETSCOUT SYS INC COMNTCT244$5,2850.00%
358COMCAST CORP NEW CL ACCZ140$5,2540.00%
359ISHARES INC MSCI NETHERLANDS INDEX FD464286814118$5,2500.00%
360MOODYS CORPMCO11$5,2070.00%
361RIO TINTO PLC SPON ADRRTNTF88$5,1750.00%
362NOVARTIS AG ADRNVSEF53$5,1570.00%
363MCKESSON CORPMCK9$5,1290.00%
364TRANSDIGM GROUP INC COMTDG4$5,0690.00%
365COLGATE PALMOLIVE CO COMCL55$5,0000.00%
366SCHWAB ETFS- US BROAD MARKET ETF808524102216$4,9030.00%
367SYNOPSYS INC COMSNPS10$4,8540.00%
368EMERSON ELEC CO COMEMR39$4,8330.00%
369CROWDSTRIKE HLDGS INC CL ACRWD14$4,7900.00%
370BECTON DICKINSON & CO COMBDX21$4,7640.00%
371CHIPOTLE MEXICAN GRILL INC COMCMG79$4,7640.00%
372ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY56$4,7480.00%
373O REILLY AUTOMOTIVE INC67103H1074$4,7430.00%
374QUANTA SERVICES INC74762E10215$4,7410.00%
375AUTODESK INCADSK16$4,7290.00%
376DIAGEO PLCDGEAF37$4,7040.00%
377TE CONNECTIVITY LTDTEL32$4,5750.00%
3783M CO COMMMM35$4,5450.00%
379PPG INDS INC COM69350610738$4,5390.00%
380POSCO HOLDINGS INC SPONSORED ADRPKX104$4,5090.00%
381INTERCONTINENTALEXCHINTL45866F10430$4,4700.00%
382SAP AKTIENGESELLSCHAFT ADRSAPGF18$4,4320.00%
383ROYAL CARRIBBEAN CRUISES LTDV7780T10319$4,3830.00%
384SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84780$4,3750.00%
385ISHARES ESG AWARE MSCI EAFE ETF46435G51657$4,3400.00%
386ROYALTY PHARMA PLC SHS CLASS ARPRX169$4,3110.00%
387CHICAGO MERCANTILE HLDGS INCCME18$4,1800.00%
388MITSUBISHI UFJ FINL GROUP INC SPONSORED606822104356$4,1720.00%
389COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH54$4,1530.00%
390ROSS STORES INCROST27$4,0840.00%
391TRANE TECHNOLOGIES PLC SHSTT11$4,0630.00%
392ILLINOIS TOOL WKS INC COM45230810916$4,0570.00%
393HOWMET AEROSPACE INC COMHWM37$4,0470.00%
394AMERICAN TOWER CORP03027X10022$4,0350.00%
395VERTEX PHARMACEUTICALS INVRTX10$4,0270.00%
396SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M209276$3,9990.00%
397SIMON PROPERTY GROUP INC82880610923$3,9610.00%
398PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101334$3,9550.00%
399ITURAN LOCATION AND CONTROL SHSM6158M104125$3,8940.00%
400CANADIAN NATURAL RESOURCES LTD136385101126$3,8900.00%
401CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT103$3,8780.00%
402KEYSIGHT TECHNOLOGIES INC COMKEYS24$3,8550.00%
403FULLER H B CO COMFUL57$3,8460.00%
404EXPRO GROUP HOLDINGS NV COMN33462107307$3,8280.00%
405ORIX CORPORATION SPONS ADR SPONSORED ADR CORXCF36$3,8240.00%
406AIRBNB INC COM CL AABNB29$3,8110.00%
407COPART INC COMCPRT66$3,7880.00%
408EDWARDS LIFESCIENCES CORP COMEW51$3,7760.00%
409BANK NEW YORK MELLON CORP COM06405810049$3,7650.00%
410ZOETIS INC COM CL AZTS23$3,7470.00%
411AVALONBAY CMNTYS INCAWX17$3,7390.00%
412BANK OF MONTREAL06367110138$3,6880.00%
413DISCOVER FINANCIAL SERVICES LLC25470910821$3,6380.00%
414BROOKFIELD ASSET MGMT INC COM VOTING11271J10763$3,6190.00%
415FORTINET INC COMFTNT38$3,5900.00%
416HSBC HOLDINGS PLC SPONS ADRHBCYF72$3,5610.00%
417DIGITAL REALTY TRUST INC25386810320$3,5470.00%
418PACCAR INC COMPCAR34$3,5370.00%
419IQVIA HLDGS INC COMIQV18$3,5370.00%
420METLIFE INC COMMET-PF43$3,5210.00%
421ECOLAB INC COMECL15$3,5150.00%
422PROLOGIS INC. COMPLDGP33$3,4880.00%
423OCCIDENTAL PETE CORP COM67459910570$3,4590.00%
424WABTEC92974010818$3,4130.00%
425CLOROX CO DEL COMCLX21$3,4110.00%
426SHERWIN WILLIAMS CO COMSHW10$3,3990.00%
427LOEWS CORP COML40$3,3880.00%
428STAG INDL INC COM85254J102100$3,3820.00%
429KROGER CO COMKR55$3,3630.00%
430CONSTELLATION ENERGY CORP COMCEG15$3,3560.00%
431VULCAN MATLS CO COM92916010913$3,3440.00%
432EOG RESOURCES INCEOG27$3,3100.00%
433TOWER SEMICONDUCTOR LTD SHS NEWTSEM64$3,2970.00%
434STARBUCKS CORPSBUX36$3,2850.00%
435CBRE GROUP INC ACBRE25$3,2820.00%
436ALLSTATE CORPALL-PJ17$3,2770.00%
437CENTENE CORP DELCNC54$3,2710.00%
438AGILENT TECH INCA24$3,2240.00%
439PDD HOLDINGS INC SPONSORED ADSPDD33$3,2010.00%
440PARKER-HANNIFIN CORP COMPH5$3,1800.00%
441VANGUARD SMALL CAP VALUE ETF92290861116$3,1710.00%
442BAKER HUGHES INCBKR77$3,1590.00%
443ROPER TECHNOLOGIES INC COMROP6$3,1190.00%
444FEDEX CORPFDX11$3,0950.00%
445NASDAQ STK MKT INCNDAQ40$3,0920.00%
446LULULEMON ATHLETICA INCLULU8$3,0590.00%
447SYSCO CORP COMSYY40$3,0580.00%
448ISHARES MSCI EAFE SMALL-CAP ETF46428827350$3,0380.00%
449THE CIGNA GROUP COM12552310011$3,0380.00%
450LYFT INC CL A COMLYFT235$3,0320.00%
451MSCI INC COMMSCI5$3,0000.00%
452AXON ENTERPRISE INC COMAXON5$2,9720.00%
453COUPANG INC CL ACPNG132$2,9010.00%
454VISTRA CORP COMVST21$2,8950.00%
455IDEXX LABS INC COM45168D1047$2,8940.00%
456YUM CHINA HLDGS INC COMYUMC60$2,8900.00%
457ENTERGY CORP NEW COMENO38$2,8810.00%
458GENERAL MOTORS CORP37045V10054$2,8770.00%
459REGENERON PHARMACEUTICALS INCREGN4$2,8490.00%
460JOHNSON CTLS INCG5150210536$2,8410.00%
461MAGNOLIA OIL & GAS CORP CL AMGY121$2,8290.00%
462WILLIS TOWERS WATSON PLC LTD SHSWTW9$2,8190.00%
463NORTHROP GRUMMAN CORP COMNOC6$2,8160.00%
464VANGUARD SMALL CAP GROWTH ETF92290859510$2,8010.00%
465OLD REP INTL CORP COM68022310477$2,7870.00%
466NETAPP INCNTAP24$2,7860.00%
467TELEDYNE TECHNOLOGIES INC COMTDY6$2,7850.00%
468BAIDU COM ADRBAIDF33$2,7820.00%
469HERITAGE COMM CORP COMHTBK295$2,7670.00%
470SHOPIFY INC CL ASHOP26$2,7650.00%
471CHUBB LIMITED COMCB10$2,7630.00%
472BIOGEN IDEC INCBIIB18$2,7530.00%
473CHARTER COMMUNICATIONS INC NEW CL A16119P1088$2,7420.00%
474CARRIER GLOBAL CORPORATION COMCARR40$2,7300.00%
475COSTAR GROUP INC COMCSGP38$2,7200.00%
476TRUSTCO BK CORP N Y COM NEW89834920481$2,6980.00%
477CORTEVA INC COMCTVA47$2,6770.00%
478ENLIGHT RENEWABLE ENERGY LTD SHSENLT155$2,6730.00%
479AMERIPRISE FINANCIAL INC.03076C1065$2,6620.00%
480GENERAL DYNAMICS CORP COMGD10$2,6350.00%
481STATOIL ASA SPONSORED ADR CMNSTOHF111$2,6300.00%
482AVERY DENNISON CORP COMAVY14$2,6200.00%
483AIR PRODS & CHEMS INC COMAIIR9$2,6100.00%
484TAKE-TWO INTERACTIVESOFTWRETTWO14$2,5770.00%
485FEDERAL RLTY INVT TR NEW SH BEN INT NEW31374510123$2,5750.00%
486AVIENT CORPORATION COMAVNT63$2,5740.00%
487DOW INC COMDOW64$2,5680.00%
488JD.COM INC SPON ADS CL AJDCMF74$2,5660.00%
489MARSH & MCLENNAN COS INC COM57174810212$2,5490.00%
490SEMPRA ENERGYSREA29$2,5440.00%
491PINNACLE WEST CAP CORP COMPNW30$2,5430.00%
492RESMED INC COMRSMDF11$2,5160.00%
493F5 NETWORKS INCFFIV10$2,5150.00%
494DEXCOM INC COMDXCM32$2,4890.00%
495GENERAL MLS INC COM37033410439$2,4870.00%
496CURTISS WRIGHT CORP COMCW7$2,4840.00%
497VERISK ANALYTICS INC COMVRSK9$2,4790.00%
498WEYERHAEUSER COWY88$2,4770.00%
499AMERICAN INTL GROUP INC COM NEW02687478434$2,4750.00%
500NEWMONT CORP COMNEMCL66$2,4570.00%