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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

Fernwood Investment Management, LLC

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001570296-24-000004

Total Value
$320.2M
Positions
201
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1TEXAS PACIFIC LAND CORPORATION COMTPL24,636$14.3M4.17%
2ISHARES S&P 500 INDEX46428720024,953$13.1M3.84%
3APPLE INCAAPL73,060$12.5M3.65%
4META PLATFORMS INC CL AMETA21,138$10.3M3.00%
5VANGUARD MEGA CAP GROWTH ETF92191081634,279$9.8M2.87%
6AMAZON.COM INCAMZN47,269$8.4M2.45%
7MONGODB INC CL AMDB21,306$7.6M2.23%
8BRIDGEBIO PHARMA INC COMBBIO245,120$7.6M2.22%
9MICROSOFTMSFT18,617$7.3M2.13%
10ELI LILLY & CO COMLLY9,373$7.3M2.13%
11NVIDIA CORPORATION COMNVDA8,095$7.3M2.12%
12ALPHABET INC CLASS AGOOG47,842$7.1M2.07%
13PLIANT THERAPEUTICS INCPLRX448,385$6.7M1.95%
14ISHARES CORE DIVIDEND GROWTH ETF46434V62199,918$5.8M1.70%
15MSCI INC COMMSCI10,284$5.8M1.69%
16ISHARES DOW JONES US CONSUMER GOODS46428781278,846$5.3M1.56%
17ARES CAPITAL CORP COMARCC239,680$5.0M1.46%
18VISA INCV14,936$4.1M1.19%
19CHIPOTLE MEXICAN GRILL INC COMCMG1,353$3.9M1.15%
20CVS HEALTH CORP COMCVS45,211$3.6M1.05%
21MARVELL TECHNOLOGY INC COMMRVL50,470$3.6M1.05%
22AXON ENTERPRISE INC COMAXON11,325$3.5M1.04%
23ALPHABET INC CAP STK CL CGOOG23,973$3.5M1.01%
24UNION PAC CORP COMUNP14,060$3.5M1.01%
25ISHARES CORE S&P MID-CAP ETF46428750753,135$3.2M0.94%
26ALTRIA GROUP INC COMMO70,964$3.1M0.91%
27PHILIP MORRIS INTL INC71817210932,566$3.0M0.87%
28ISHARES RUSSELL 2000 ETF46428765513,665$2.9M0.84%
29PHILLIPS 66PSX17,255$2.8M0.82%
30ISHARES RUSSELL 1000 ETF4642876229,510$2.7M0.80%
31JOHNSON & JOHNSON COMJNJ16,772$2.6M0.77%
32ELASTIC N V ORD SHSESTC26,000$2.6M0.76%
33EXXON MOBIL CORP COMXOM22,057$2.6M0.75%
34CENCORA INC COMCOR10,520$2.6M0.75%
35ABBVIE INC COMABBV14,119$2.5M0.74%
36O REILLY AUTOMOTIVE INC67103H1072,220$2.5M0.73%
37ACCENTURE PLC IRELAND SHS CLASS AACN7,003$2.3M0.68%
38GENERAC HLDGS INC COMGNRC18,544$2.3M0.68%
39CONSTELLATION BRANDS INC CL ASTZ8,580$2.3M0.68%
40SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40930,780$2.3M0.66%
41CROWDSTRIKE HLDGS INC CL ACRWD6,935$2.2M0.65%
42SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80534,318$2.2M0.64%
43ENERGY SELECT SECTOR SPDR81369Y50621,181$2.0M0.58%
44ISHARES DJ SELECT DIVIDEND46428716815,820$1.9M0.57%
45HEALTH CARE SELECT SECTOR SPDR81369Y20912,325$1.8M0.53%
46SPDR S&P 500 ETF TRUSTSPY182,995$1.8M0.53%
47FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10161,270$1.8M0.53%
48GOLAR LNG LTD SHS ISIN BMG9456A1009GLNG75,000$1.8M0.53%
49SPDR PORTFOLIO S&P 500 VALUE ETF78464A50835,757$1.8M0.52%
50MCDONALDS CORP COMMCD6,325$1.8M0.52%
51MDU RES GROUP INC COM55269010970,001$1.8M0.52%
52CONOCOPHILLIPS COMCOP13,811$1.8M0.51%
53FIRST TRUST US EQUITY OPPORTUNITIES ETF33692010316,014$1.7M0.50%
54MEDTRONIC PLC SHSMDT19,135$1.7M0.49%
55DAYFORCE INC COM15677J10825,140$1.7M0.49%
56BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,817$1.6M0.47%
57GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF45,051$1.5M0.45%
58RELAY THERAPEUTICS INC COMRLAY185,763$1.5M0.45%
59CBOE GLOBAL MKTS INC COM12503M1088,130$1.5M0.44%
60DISNEY WALT CO COM25468710612,182$1.5M0.44%
61JASPER THERAPEURITC, INC.JSPRW49,470$1.5M0.42%
62YUM BRANDS INC COMYUM10,450$1.4M0.42%
63SAFETY INSURANCE GROUP IN78648T10017,018$1.4M0.41%
64BOSTON SCIENTIFIC CORPBSX19,824$1.4M0.40%
65NEOGENOMICS INC COM NEWNEO85,100$1.3M0.39%
66UNIVERSAL DISPLAY CORPOLED7,865$1.3M0.39%
67BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.3M0.37%
68MADISON SQUARE GRDN SPRT CORP CL A55825T1036,600$1.2M0.36%
69ISHARES MSCI USA ESG SELECT ETF46428880211,003$1.2M0.35%
70TESLA MOTORS INCTSLA6,624$1.2M0.34%
71GLOBAL X CLOUD COMPUTING ETF37954Y44253,020$1.2M0.34%
72SBA COMMUNICATIONS CPSBAC5,175$1.1M0.33%
73TECHNOLOGY SELECT SECTOR SPDR81369Y8035,340$1.1M0.33%
74GILEAD SCIENCES INCGILD15,162$1.1M0.32%
75YUM CHINA HLDGS INC COMYUMC26,670$1.1M0.31%
76SKYWORKS SOLUTIONS INC COMSWKS9,575$1.0M0.30%
77EMQQ THE EMERGING MARKETS INTERNET & ECOMMERCE ETF30150588932,890$1.0M0.30%
78KENVUE INC COMKVUE47,831$1.0M0.30%
79KELLANOVA COMBEKE17,878$1.0M0.30%
80WALMART INC COMWMT11,310$1.0M0.30%
81SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R66310,770$988,6860.29%
82SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20032,000$986,5600.29%
83ALPHATEC HLDGS INC COM NEWATEC70,987$978,9110.29%
84ISHARES MSCI USA QUALITY FACTOR ETF46432F3395,771$948,4640.28%
85HOME DEPOTHD2,377$911,8170.27%
86SL GREEN RLTY CORP COM78440X88715,446$851,5380.25%
87DANAHER CORP2358511023,147$785,8690.23%
88ISHARES RUSSELL 1000 GROWTH ETF4642876142,302$775,8890.23%
89AMERICAN AIRLS GROUP INC COM02376R10250,207$770,6770.23%
90SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84714,225$758,7620.22%
91WILLIAMS COS INC COM96945710018,989$740,0010.22%
92CATERPILLAR INC COMCAT2,008$735,7910.22%
93HAWAIIAN ELEC INDUSTRIES COM41987010063,965$720,8860.21%
94MCCORMICK & CO INC COM NON VTGMKC-V9,330$716,6370.21%
95ISHARES S&P 500 GROWTH ETF4642873098,326$703,0470.21%
96CYTOKINETICS INC COM NEWCYTK10,000$701,1000.21%
97WATERS CP9418481032,025$697,0660.20%
98UNITED PARCEL SERVICE INC CL BUPS4,663$693,0620.20%
99CORTEVA INC COMCTVA11,747$677,4490.20%
100Horizon Kinetics Inflation Beneficiaries ETF53656F62320,473$666,5990.19%
101HARLEY DAVIDSON INC COMHOG15,200$664,8480.19%
102SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85315,437$664,4080.19%
103PIMCO ENHANCED LOW DURATION ACTIVE ETF72201R7187,000$664,0200.19%
104INVESCO SENIOR LOAN ETFIVZ30,783$651,0600.19%
105VERINT SYS INC COM92343X10019,550$648,0830.19%
106BIOGEN IDEC INCBIIB2,883$621,6610.18%
107JACKSON FINANCIAL INC COM CL AJXN-PA9,275$613,4490.18%
108HERSHEY CO COMHSY3,125$607,8130.18%
109JOHN HANCOCK MULTIFACTOR LARGE CAP ETF47804J1079,284$601,2320.18%
110UNITEDHEALTH GROUPUNH1,207$597,1030.17%
111REVOLUTION MEDICINES INC COMRVMDW18,505$596,4160.17%
112CONAGRA BRANDS INC COMCAG20,116$596,2380.17%
113ABBOTT LABS COMABLZF5,202$590,8250.17%
114PAYPAL HLDGS INC COMPYPL8,784$588,4400.17%
115TRANE TECHNOLOGIES PLC SHSTT1,940$582,3880.17%
116CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4073,163$581,6440.17%
117WELLS FARGO CO NEW PERP PFD CNV A949746804469$571,8750.17%
118NETFLIX COM INCNFLX937$568,7650.17%
119NUCOR CORP COMNUE2,810$556,0990.16%
120SPHERE ENTERTAINMENT CO CL ASPHR11,300$554,6040.16%
121WISDOMTREE EMERGING MARKETS EQUITY INCOME ETFWT13,255$554,5890.16%
122OPENLANE INC COMOPLN31,716$548,4260.16%
123PFIZER INC COMPFE16,995$547,8690.16%
124ISHARES BIOTECHNOLOGY ETF4642875563,871$531,1790.16%
125MASTERCARD INCMA1,109$530,5160.16%
126JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND46641Q3329,156$529,7740.15%
127ILLUMINA INCILMN3,850$528,6820.15%
128HANCOCK JOHN TAX-ADVANTAGED DI COM41013V10026,562$522,2060.15%
129CIVITAS RESOURCES INC COM NEW17888H1036,866$521,1980.15%
130GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETFNVGLF7,864$515,5160.15%
131HONEYWELL INTL INC COM4385161062,480$509,0200.15%
132WEYERHAEUSER CO MTN BE COM NEWWY13,900$499,1490.15%
133ISHARES RUSSELL 1000 VALUE ETF4642875982,773$496,6720.15%
134LYONDELLBASELLLYB4,775$488,3870.14%
135WORKDAY INC COMWDAY1,755$478,6760.14%
136DUPONT DE NEMOURS INC COMDD5,911$453,1960.13%
137UBER TECHNOLOGIES INC COMUBER5,825$448,4670.13%
138RTX CORPORATION COMRTX4,365$425,6770.12%
139TRUPANION INC COMTRUP15,000$414,1500.12%
140KNIFE RIVER CORP COMMON STOCKKNF5,087$412,4540.12%
141ADVANCED MICRO DEVICES INC COMAMD2,280$411,5170.12%
142TRACTOR SUPPLY COTSCO1,565$409,5920.12%
143SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88911,401$408,6120.12%
144GENTHERM INC COMTHRM7,045$405,6510.12%
145DOLLAR TREE STORES INCDLTR2,940$391,4610.11%
146SCOTTS MIRACLE-GRO CO CL ASMG5,169$385,5560.11%
147ALIGN TECHNOLOGY INCALGN1,150$377,1080.11%
148ARES MGMT L PARES-PB2,800$372,3440.11%
149DOW INC COMDOW6,343$367,4500.11%
150MADISON SQUARE GARDEN ENTMT COM CL A5582561039,300$364,6530.11%
151COCA COLA CO COMKO5,773$353,1920.10%
152ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871503,031$349,4970.10%
153METTLER TOLEDO INTL INCFMTD261$347,4670.10%
154VONTIER CORPORATION COMVNT7,607$345,0540.10%
155ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,593$332,3490.10%
156FORD MOTOR COMPANY34537086025,009$332,1090.10%
157ONEOK INC NEW COMOKE3,983$319,3170.09%
158POWERSHARES QQQ TRIVZ711$315,6910.09%
159GOLDMAN SACHS GROUP INCGSCE728$304,1100.09%
160ISHARES RUSSELL MIDCAP GROWTH ETF4642874812,640$301,3300.09%
161ISHARES TR HIGH DIVID EQUITY FD46429B6632,701$297,6770.09%
162CISCO SYS INCCSCO5,860$294,8260.09%
163SPDR GOLD ETFGLD1,428$293,7680.09%
164VANGUARD SMALL CAP ETF9229087511,265$289,1660.08%
165COLGATE PALMOLIVE CO COMCL3,200$288,1600.08%
166HORIZON KINETICS ENERGY AND REMEDIATION ETF53656G51410,135$285,1090.08%
167MARSH & MCLENNAN COS INC COM5717481021,382$284,6640.08%
168ALPS TRUST ETF ALERIAN MLP00162Q4525,953$282,5290.08%
169STARBUCKS CORPSBUX3,044$279,0830.08%
170ISHARES BITCOIN TRUST REGISTEREDIBIT6,864$277,7860.08%
171PALANTIR TECHNOLOGIES INC CL APLTR12,095$277,2130.08%
172ISHARES 20 YEAR TREASURY BOND ETF4642874322,925$276,7420.08%
173ISHARES MSCI INDIA ETF46429B5985,215$269,0420.08%
174CTRIP.COM INTL LTD AMERICAN DEP SHSTRPCF6,120$268,6070.08%
175ORACLE CORPORATIONORCL-PD2,065$259,3850.08%
176FIRST TRUST CLOUD COMPUTING ETF33734X1922,689$257,1130.08%
177NORFOLK SOUTHERN CRP6558441081,000$254,8700.07%
178BRUNSWICK CORP COMBC-PC2,600$250,9520.07%
179ISHARES RUSSELL MIDCAP ETF4642874992,920$245,5430.07%
180ECOLAB INC COMECL1,007$232,5160.07%
181VANGUARD VALUE ETF9229087441,414$230,2840.07%
182IPG PHOTONICS CORP COMIPGP2,535$229,8990.07%
183PROCTER AND GAMBLE CO COM7427181091,398$226,7570.07%
184SPDR S&P 400 MID CAP GROWTH ETF78464A8212,596$226,6050.07%
185CHEVRON CORP NEW COMCVX1,412$222,8200.07%
186BOEING CO COMBA-PA1,142$220,5890.06%
187FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,671$220,3040.06%
188DR REDDYS LABS LTD ADR2561352033,000$220,0500.06%
189ASANA INC CL AASAN13,700$212,2130.06%
190ZOETIS INC COM CL AZTS1,252$211,8510.06%
191LOWES COS INC COM548661107823$209,5640.06%
192JPMORGAN CHASE & CO COMVYLD1,021$204,5060.06%
193VANGUARD HIGH DIVIDEND YIELD9219464061,654$200,1170.06%
194ISHARES SEMICONDUCTOR ETF464287523885$199,9390.06%
195ENTERPRISE PRODS PARTNERS L P2937921076,775$197,6950.06%
196DEVON ENERGY CORP25179M1033,925$196,9570.06%
197EXPEDIA INC DEL COMEXPE1,400$192,8500.06%
198IQVIA HLDGS INC COMIQV750$189,6680.06%
199FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,700$188,3790.06%
200DECKERS OUTDOORDECK200$188,2520.06%
201COINBASE GLOBAL INC COM CL ACOIN705$186,9100.05%
202ISHARES MSCI EAFE ETF4642874652,322$185,4350.05%
203ARCH CAP GROUP LTD ORDG0450A1052,000$184,8800.05%
204CONSUMER STAPLES SELECT SECTOR SPDR81369Y3082,421$184,8680.05%
205ISHARES S&P GLOBAL ENERGY4642873414,190$179,9610.05%
206VANGUARD DIVIDEND APPRECIATION ETF921908844985$179,8160.05%
207HEALTH CARE PPTY INVS INCDOC9,526$178,6130.05%
208VANGUARD REAL ESTATE ETF9229085532,058$177,9760.05%
209WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT5,925$174,5510.05%
210DRAFTKINGS INC NEW COM CL ADKNG3,810$173,0120.05%
211CARRIER GLOBAL CORPORATION COMCARR2,910$169,1580.05%
212APPLIED MATLS INC COM038222105817$168,4900.05%
213ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,600$164,4160.05%
214SPDR S&P 400 MID CAP VALUE ETF78464A8392,161$164,2360.05%
215F5 NETWORKS INCFFIV850$161,1520.05%
216MARRIOTT INTL INC NEW CL A571903202632$159,4600.05%
217PIONEER NATURAL RESOURCES CO723787107600$157,5000.05%
218IDEXX LABS INC COM45168D104290$156,5800.05%
219WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT3,135$152,8940.04%
220FORTIVE CORP COMFTV1,768$152,0830.04%
221NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB3,604$149,6240.04%
222COGNYTE SOFTWARE LTD ORD SHSCGNT17,900$148,0330.04%
223AMERICAN WATER WORKS CO0304201031,205$147,2630.04%
224INDUSTRIAL SELECT SECTOR SPDR81369Y7041,165$146,7430.04%
225BLACKSTONE GROUP LPBX1,116$146,6080.04%
226METLIFE INC COMMET-PF1,976$146,4410.04%
227XPO INC COMXPO1,200$146,4360.04%
228VANGUARD LARGE-CAP ETF922908637610$146,2540.04%
229N-ABLE INC COMMON STOCKNABL10,900$142,4630.04%
230NURIX THERAPEUTICS INC COMNRIX9,681$142,3110.04%
231ALTRIUS GLOBAL DIVIDEND ETF ALTRIUS GLOBAL DIVID ETF02072L6564,227$141,8260.04%
232INTL BUSINESS MACHINESINTR741$141,5010.04%
233PEPSICO INC COMPEP805$140,9500.04%
234DIGITAL REALTY TRUST INC2538681031,012$135,0680.04%
235INTEL CORP COMINTC3,030$133,8350.04%
236LEMAITRE VASCULAR INC COMLMAT2,000$132,7200.04%
237THERMO FISHER SCIENTIFIC INC COMTMO228$132,5160.04%
238FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF3160923032,750$130,8450.04%
239BROADCOM INCAVGO99$130,5780.04%
240COSTCO WHSL CORP NEW COM22160K105177$129,6760.04%
241ISHARES S&P SMALLCAP 600 ETF4642878041,159$128,0930.04%
242ISHARES DOW JONES US UTILITIES4642876971,458$123,2510.04%
243AUTOZONE INC COMAZO39$122,9140.04%
244VANGUARD TOTAL STK MKT922908769470$122,1530.04%
245ISHARES DJ US ENERGY4642877962,450$121,0300.04%
246SALESFORCE COMCRM400$120,4720.04%
247REGENERON PHARMACEUTICALS INCREGN123$118,3860.03%
248OTIS WORLDWIDE CORP COMOTIS1,185$117,6350.03%
249CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104715$117,2670.03%
250LINDE PLC SHSLIN250$116,0800.03%
251OCCIDENTAL PETE CORP COM6745991051,775$115,3570.03%
252SPDR S&P 600 SMALL CAP GROWTH ETF78464A2011,280$111,6540.03%
253VERTEX PHARMACEUTICALS INVRTX267$111,6090.03%
254MATERIALS SELECT SECTOR SPDR81369Y1001,201$111,5610.03%
255KRANESHARES CSI CHINA INTERNET ETF5007673064,236$111,1950.03%
256PARKER-HANNIFIN CORP COMPH197$109,4910.03%
257REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,750$108,7080.03%
258PACKAGING CORP AMER COM695156109570$108,1750.03%
259KINDER MORGAN INCEP-PC5,884$107,9130.03%
260WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT1,359$103,5640.03%
261DENALI THERAPEUTICS INC COMDNLI5,000$102,6000.03%
262SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A3591,400$102,2560.03%
263DEERE & CO COMDE245$100,6310.03%
264ARK FINTECH INNOVATION ETF00214Q7083,300$100,0890.03%
265ELANCO ANIMAL HEALTH INC COMELAN6,000$97,6800.03%
266COSTAR GRP INCCSGP1,000$96,6000.03%
267CLEAN HARBORS INC COMCLH479$96,4270.03%
268JAZZ PHARMACEUTICALSINCJAZZ800$96,3360.03%
269MACOM TECH SOLUTIONS HLDGS INC COM55405Y1001,000$95,6400.03%
270DIAGEO PLC SPON ADR NEWDGEAF636$94,5990.03%
271SILVER WHEATON CORPWPM2,000$94,2600.03%
272ISHARES COHEN & STEERS REIT ETF4642875641,624$93,7050.03%
273NIKE INC CLASS BNKE985$92,5700.03%
274DICKS SPORTING GOODS INC COM253393102400$89,9440.03%
275AIRBNB INC COM CL AABNB545$89,9030.03%
276LIVANOVA PLC SHSLIVN1,600$89,5040.03%
277MICROCHIP TECHNOLOGY INC. COMMCHPP994$89,1720.03%
278PERMIAN RESOURCES CORP CLASS A COMPR5,000$88,3000.03%
279INSULET CORPORATIONPODD500$85,7000.03%
280GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y7152,650$84,2970.02%
281FIDELITY TOTAL BOND ETF3161883091,860$84,2770.02%
282CONSTRUCTION PARTNERS INC COM CL AROAD1,500$84,2250.02%
283TWILIO INC CL ATWLO1,360$83,1640.02%
284LKQ CORP COMLKQ1,514$80,8630.02%
285BERRY GLOBAL GROUP INC COM08579W1031,335$80,7410.02%
286ISHARES MSCI JAPAN ETF46434G8221,130$80,6260.02%
287VERVE THERAPEUTICS INC COM92539P1016,000$79,6800.02%
288ISHARES AGGREGATE BOND ETF464287226811$79,4290.02%
289GRAPHIC PACKAGING CORP DELGPK2,717$79,2820.02%
290GLOBAL X CYBERSECURITY ETF37954Y3842,650$78,8380.02%
291SYNAPTICS INCSYNA800$78,0480.02%
292ESAB CORPORATION COMESAB700$77,3990.02%
293ISHARES ESG AWARE MSCI EAFE ETF46435G516967$77,2730.02%
294STAG INDL INC COM85254J1022,000$76,8800.02%
295CLOROX CO DEL COMCLX500$76,5550.02%
296ISHARES GLOBAL TELECOM464287275900$75,7260.02%
297ROYAL DUTCH SHELL PLC-ADRRYDAF1,077$72,2020.02%
298FULCRUM THERAPEUTICS INC COMFULC7,613$71,8670.02%
299PROGRESSIVE CORP COM743315103347$71,7670.02%
300AMERICAN EXPRESS CO COMAXP315$71,7220.02%
301CARNIVAL CORPCUKPF4,375$71,4880.02%
302DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2891,819$71,0870.02%
303VOYAGER THERAPEUTICS INC COMVYGR7,593$70,6910.02%
304ISHARES INDIA 50 ETF4642895291,400$70,6160.02%
305BANK AMERICA CORP COM0605051041,851$70,1820.02%
306LINDBLAD EXPEDITIONS HLDGS INC COMLIND7,500$69,9750.02%
307ISHARES RUSSELL 2000 GROWTH ETF464287648255$69,0540.02%
308BOOKING HOLDINGS INC COMBKNG19$68,9300.02%
309CHUBB LIMITED COMCB266$68,9290.02%
310TOTAL SA ADRTTE1,000$68,8300.02%
311SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8481,710$68,4880.02%
312RHYTHM PHARMACEUTICALS INC COMRYTM1,554$67,3350.02%
313SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622700$66,6400.02%
314VAN KAMPEN SENIOR INCOME TRUSTIVZ15,400$65,9120.02%
315WK KELLOGG CO COM SHS92942W1073,484$65,4990.02%
316SKECHERS USA INC8305661051,055$64,6290.02%
317MANULIFE FINL CORP COM56501R1062,567$64,1490.02%
318VANGUARD S&P 500 ETF922908363133$63,9330.02%
319VERALTO CORP COM SHSVLTO719$63,7470.02%
320FINANCIAL SELECT SECTOR SPDR81369Y6051,510$63,6010.02%
321EXACT SCIENCES CORP COM30063P105918$63,3970.02%
322SPDR PORTFOLIO EMERGING MARKETS ETF78463X5091,712$61,9570.02%
323ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6631,536$61,8550.02%
324RB GLOBAL INC COMRBA812$61,8500.02%
325CRH PLC ORDCRH705$60,8130.02%
326ADVANCE AUTO PARTS INCAAP700$59,5630.02%
327EVERSOURCE ENERGY COMES967$57,7980.02%
328FEDEX CORPFDX199$57,6580.02%
329TANDEM DIABETES CARE INC COM NEWTNDM1,625$57,5290.02%
330TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100420$57,1410.02%
331MCKESSON CORPMCK105$56,3690.02%
332ALLEGION PLCALLE409$55,0960.02%
333SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN900$54,2610.02%
334INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ1,216$53,9900.02%
335ISHARES PREFERRED & INCOME SECURITIES ETF4642886871,670$53,8240.02%
336AMPHENOL CORP CL A032095101464$53,5220.02%
337PUBLIC SVC ENTERPRISE GRP INC COM744573106800$53,4240.02%
338ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U8531,452$53,1290.02%
339ON HLDG AG NAMEN AKT AH5919C1041,500$53,0700.02%
340CINTAS CORP COMCTAS77$52,9010.02%
341ISHARES S&P 500 VALUE ETF464287408282$52,6800.02%
342ISHARES MSCI EMERGING MARKETS ETF4642872341,255$51,5550.02%
343WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT1,572$51,3730.02%
344ALLEGHENY TECH INCATI1,000$51,1700.01%
345GENERAL DYNAMICS CORP COMGD174$49,1530.01%
346ISHARES DJ US TECHNOLOGY464287721360$48,6220.01%
347HILTON WORLDWIDE HLDGS INC COMHLT225$47,9950.01%
348PPG INDS INC COM693506107326$47,2370.01%
349MASCO CORP COMMAS594$46,8550.01%
350NEXTERA ENERGY INC COMNEE-PW733$46,8460.01%
351SHERWIN WILLIAMS CO COMSHW134$46,5420.01%
352INGERSOLL RAND INC COMIR488$46,3360.01%
353PALO ALTO NETWORKS INC COMPANW162$46,0290.01%
354AMERICAN HOMES 4 RENT CL AAMH-PG1,241$45,6440.01%
355ASML HOLDING N V N Y REGISTRY SHSASMLF47$45,6120.01%
356INTUIT COMINTU70$45,5000.01%
357ISHARES RUSSELL MIDCAP VALUE INDEX464287473360$45,1190.01%
358MERCK & CO INCMRK337$44,4670.01%
359CANADIAN PAC RAILWAYLTDCP500$44,0850.01%
360PRINCIPAL FINANCIAL GROUP INCPFG500$43,1550.01%
361CROCS INC COMCROX300$43,1400.01%
362SHOPIFY INC CL ASHOP550$42,4440.01%
363CHAMPIONX CORPORATION COM15872M1041,159$41,5970.01%
364FREEPORT MCMORAN COPPERFCX860$40,4370.01%
365CSX CORPCSX1,085$40,2210.01%
366BLOCK INC CL ABSQKZ470$39,7530.01%
367DREYFUS HI YIELD STRATEGIC FDDHF16,400$39,6880.01%
368BLUEPRINT MEDICINES CORP COM09627Y109404$38,3230.01%
369MOODYS CORPMCO97$38,1240.01%
370SCHWAB CHARLES CORP COMSCHW-PJ523$37,8340.01%
371NORTHROP GRUMMAN CORP COMNOC79$37,8140.01%
372CHARTER COMMUNICATIONS INC NEW CL A16119P108130$37,7820.01%
373SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF78463X756675$37,6650.01%
374ROPER TECHNOLOGIES INC COMROP65$36,4550.01%
375ELEVANCE HEALTH INC COMELV70$36,2980.01%
376GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855800$36,2320.01%
377PINNACLE FINL PARTNERS INC COM72346Q104421$36,1550.01%
378NEWMONT CORP COMNEMCL1,000$35,8400.01%
379LULULEMON ATHLETICA INCLULU89$34,7680.01%
380ISHARES DJ US INDUSTRIAL464287754276$34,6960.01%
381DIAMONDBACK ENERGY INC COMFANG175$34,6800.01%
382FIRST TRUST S&P REIT INDEX FUND33734G1081,300$33,7930.01%
383GE AEROSPACE COM NEW369604301190$33,3510.01%
384CISO GLOBAL INC COM NEWCISO27,334$33,3470.01%
385COLFAX CORP COMENOV533$33,2860.01%
386KIMCO RLTY CORP DP CV CL N 7.2549446R687588$33,1400.01%
387SPOTIFY TECHNOLOGY S A SHSSPOT125$32,9880.01%
388MORGAN STANLEYMS-PQ350$32,9560.01%
389ISHARES U.S. MEDICAL DEVICES ETF464288810555$32,5170.01%
390CHENIERE ENERGY INC COM NEWLNG200$32,2560.01%
391NOVO-NORDISK A S ADRNONOF250$32,1000.01%
392SOUTHERN PERU COPPER CORPSCCO300$31,9560.01%
393FIRST INDL RLTY TR INC32054K103600$31,5240.01%
394ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281350$31,3850.01%
395MODERNA INC COMMRNA290$30,9020.01%
396BLACKROCK SHORT DURATION BOND ETF46431W507610$30,7810.01%
397VISTEON CORP COM NEWVC261$30,6960.01%
398AFLAC INC COMAFL351$30,1290.01%
399THE AARONS COMPANY INC COM00258W1084,000$30,0000.01%
400DIAMONDROCK HOSPITALITYDRH3,090$29,6950.01%
401INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ300$29,6340.01%
402ROCKWELL AUTOMATION INC COMROK101$29,4240.01%
403TELEFONICA S A ADR REPRSTG THREE SHRSTELFY6,665$29,3910.01%
404NATIONAL OILWELL VARCO INCNOV1,500$29,2800.01%
405SPDR S&P 600 SMALL CAP VALUE ETF78464A300350$29,0400.01%
406SANOFI SPONSORED ADRSNYNF596$28,9660.01%
407MOLSON COORS BEVERAGE CO CL BTAP-A425$28,5810.01%
408ROCKET PHARMACEUTICALS INC COMRCKTW1,057$28,4760.01%
409BOOZ ALLEN HAMILTON HLDG CORP CL ABAH191$28,3520.01%
410IRIDIUM COMMUNICATIONS INC COMIRDM1,075$28,1220.01%
411ENERGY TRANSFER L P COM UT LTD PTNET-PI1,768$27,8110.01%
412MAXIMUS INCMMS325$27,2680.01%
413EMERSON ELEC CO COMEMR240$27,2210.01%
414BRISTOL-MYERS SQUIBB CO COMCELG-RI500$27,1150.01%
415FIVE BELOW INC COMFIVE149$27,0260.01%
416ISHARES CORE MSCI EMERGING MARKETS ETF46434G103513$26,4710.01%
417EBAY INCEBAY500$26,3900.01%
418AIR LEASE CORP CL AAIIR500$25,7200.01%
419INVESCO S&P 500 EQUAL WEIGHT ETFIVZ150$25,4060.01%
420ISHARES ESG SCREENED S&P MID-CAP ETF46436E551605$24,8530.01%
421ADOBE INC COMADBE49$24,7250.01%
422PAN AMERN SILVER CORP COM6979001081,639$24,7160.01%
423QURATE RETAIL INC COM SER A74915M10020,000$24,6000.01%
424KNIGHT-SWIFT TRANSN HLDGS INC CL A499049104446$24,5390.01%
425KINROSS GOLD CORP COMKGCRF4,000$24,5200.01%
426T-MOBILE US INC COMTMUSZ150$24,4830.01%
427LENNAR CORP CL ALEN-B141$24,2490.01%
428VANGUARD GROWTH ETF92290873669$23,7500.01%
429JOHN HANCOCK PATRIOT PREMIUM DIV. FND. II41013T1052,000$23,3000.01%
430IRON MOUNTAIN INC46284V101290$23,2880.01%
431VANGUARD MEGA CAP ETF921910873125$23,2710.01%
432ISHARES U.S. AEROSPACE & DEFENSE ETF464288760175$23,0880.01%
433FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R605400$22,8920.01%
434QUALCOMM INC COMQCOM135$22,8560.01%
435ISHARES RUSSELL 3000 ETF46428768976$22,8060.01%
436HOWMET AEROSPACE INC COMHWM333$22,7870.01%
437BP PLC SPONSORED ADRBPPFF600$22,6080.01%
438TARGA RES CORP COMTRGP200$22,3980.01%
439BORG WARNER AUTOMOTIVE INCBWA642$22,3030.01%
440ISHARES ESG SCREENED S&P SMALL-CAP ETF46436E544566$22,1700.01%
441ISHARES CORE MSCI EAFE ETF46432F842298$22,1180.01%
442JEFFERIES FINL GROUP INC COM47233W109500$22,0500.01%
443PROSHARES ULTRA DOW3074347R305250$21,7700.01%
444MONROE CAP CORP COMMRCC3,000$21,6000.01%
445KEURIG DR PEPPER INC COMKDP700$21,4690.01%
446PUBMATIC INC COM CL APUBM905$21,4670.01%
447PERFICIENT INC COM71375U101375$21,1090.01%
448SERVICE CORP INTL COM817565104284$21,0760.01%
449MARTIN MARIETTA MATLS INC COM57328410634$20,8740.01%
450FASTLY INC CL AFSLY1,600$20,7520.01%
451NAPCO SEC TECHNOLOGIES INC COM630402105512$20,5620.01%
452ASTRAZENECA PLC- SPONS ADRAZN301$20,3950.01%
453SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788500$20,3550.01%
454VERIZON COMMUNICATIONSVZ485$20,3510.01%
455SNOWFLAKE INC CL ASNOW125$20,2000.01%
456AMERIPRISE FINL INC COM03076C10646$20,1680.01%
457MEDPACE HLDGS INC COMMEDP49$19,8030.01%
458PRIMERICA INC COMPRI78$19,7310.01%
459INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ348$19,6270.01%
460LOCKHEED MARTIN CORPLMT42$19,2410.01%
461ELECTRONIC ARTS INC COMEA145$19,2370.01%
462MFS CHARTER INCOMEMCR3,000$19,0200.01%
463ABM INDS INC COM000957100426$19,0080.01%
464ANHEUSER BUSCHBUDFF300$18,2340.01%
465PENN ENTERTAINMENT INC COMPENN1,000$18,2100.01%
466BLACKROCK MUNIYILD QULT FD INC COMBLK1,460$17,8850.01%
467VANGUARD TOTAL BOND MARKET ETF921937835243$17,6330.01%
468AT&T INC COMT-PC1,000$17,6000.01%
469ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513225$17,4890.01%
470APA CORPORATION COMAPA500$17,1900.01%
471BAXTER INTL INC COM071813109400$17,0960.00%
472EQUITY RESIDENTIAL SH BEN INTEQR270$17,0400.00%
473VANGUARD S&P MID-CAP 400 ETF921932885165$16,9970.00%
474SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871518$16,8250.00%
475KADANT INC COMKAI51$16,7330.00%
476RED VIOLET INC COMRDVT847$16,5590.00%
477THERAVANCE INCINVA1,081$16,4740.00%
478ALAMO GROUP INC COMALG72$16,4400.00%
479ISHARES ESG AWARE MSCI EM ETF46434G863504$16,2440.00%
480VANGUARD HEALTH CARE ETF92204A50460$16,2310.00%
481ISHARES ESG MSCI USA LEADERS ETF46435U218171$16,0480.00%
482PLAINS ALL AMERICAN PIPELINE LP726503105910$15,9800.00%
483INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ1,148$15,9230.00%
484SWEETGREEN INC COM CL ASG630$15,9140.00%
485COMPANIA DE MINAS BUENAVEN- TURA SA-SPONSO2044481041,000$15,8800.00%
486CORRECTIONS CORP AMERCXW1,011$15,7820.00%
487INNOSPEC INC COMIOSP122$15,7310.00%
488SPDR PHARMACEUTICALS ETF78464A722360$15,5270.00%
489FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX235$15,4890.00%
490ANAVEX LIFE SCIENCES CORP COM NEWAVXL3,000$15,2700.00%
491COHEN & STEERS INC COMCNS197$15,1470.00%
492AMGEN INCAMGN53$15,0690.00%
493WALKER & DUNLOP INC COMWD149$15,0580.00%
494RLI CORP COMRLI100$14,8470.00%
495EVERCORE INC CLASS AEVR77$14,8290.00%
496IAC INC COM NEWIAC275$14,6690.00%
497HAWKINS INC COMHWKN189$14,5150.00%
498PRESTIGE BRANDS HOLDINGS INC74112D101200$14,5120.00%
499FORTREA HLDGS INC COMMON STOCKFTRE361$14,4910.00%
500INSPERITY INC COMNSP132$14,4690.00%