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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

WealthPLAN Partners, LLC

Quarter ended Q1 2023 · Filed February 16, 2023 · Accession 0001580642-23-000924

Total Value
$1.43B
Positions
513
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL570,510$87.4M6.11%
2BERKSHIRE HATHAWAY INC DELBRK-A130,939$40.7M2.84%
3VANGUARD INDEX FDS922908769168,841$35.0M2.45%
4PACER FDS TR69374H881534,927$26.8M1.87%
5FIRST TR EXCHNG TRADED FD VI33740F7551,091,766$25.6M1.79%
6ISHARES TR46434V621485,907$25.1M1.75%
7WP CAREY INC92936U109277,347$23.2M1.62%
8NUCOR CORPNUE134,548$23.0M1.61%
9PEPSICO INCPEP130,007$22.9M1.60%
10SIMPLIFY EXCHANGE TRADED FUN82889N764961,423$22.8M1.59%
11REALTY INCOME CORPO310,088$20.4M1.42%
12JOHNSON & JOHNSONJNJ124,726$20.2M1.41%
13CHEVRON CORP NEWCVX116,711$20.1M1.41%
14MSC INDL DIRECT INC553530106232,622$20.0M1.40%
15FIRST TR EXCH TRADED FD III33739P103388,339$19.6M1.37%
16ARCHER DANIELS MIDLAND COADM237,017$19.4M1.35%
17GENUINE PARTS COGPC109,678$19.4M1.35%
18VANECK ETF TRUST92189F643255,690$18.9M1.32%
19BLACK HILLS CORPBKH295,849$18.8M1.31%
20ABBOTT LABSABLZF168,680$18.1M1.26%
21ABBVIE INCABBV117,927$18.0M1.26%
22GRACO INCGGG244,419$17.6M1.23%
23TARGET CORPTGT102,317$17.5M1.22%
24C H ROBINSON WORLDWIDE INCCHRW166,773$17.5M1.22%
25SYSCO CORPSYY209,449$16.3M1.14%
26DIAGEO PLCDGEAF92,851$16.2M1.13%
27PIMCO ETF TR72201R635355,991$15.9M1.11%
28CASEYS GEN STORES INC14752810370,880$15.6M1.09%
29ISHARES TR46435G524250,841$15.4M1.08%
30CULLEN FROST BANKERS INCCFR-PB117,465$15.3M1.07%
31STARBOARD INVT TRSTHO1,917,925$15.2M1.06%
32SCHWAB STRATEGIC TR808524805425,430$14.9M1.04%
33AIR PRODS & CHEMS INCAIIR52,938$14.9M1.04%
34AMERICAN CENTY ETF TR025072604276,044$14.9M1.04%
35TEXAS INSTRS INC88250810482,067$14.5M1.01%
36STARBOARD INVT TRSTHO642,687$14.4M1.00%
37VERIZON COMMUNICATIONS INCVZ344,466$13.9M0.97%
38COSTCO WHSL CORP NEW22160K10526,905$13.5M0.95%
39VANECK ETF TRUST92189F486533,535$13.5M0.94%
40SPDR SER TR78464A649510,172$13.0M0.91%
41ISHARES INC46434G103257,831$12.8M0.90%
42ALPHABET INCGOOG133,764$12.7M0.89%
43ISHARES TR46428740878,899$12.3M0.86%
44ISHARES TR46428720028,002$11.6M0.81%
45AMAZON COM INCAMZN115,095$11.5M0.80%
46LOCKHEED MARTIN CORPLMT23,721$11.4M0.80%
47LINCOLN ELEC HLDGS INC53390010664,531$11.2M0.79%
48MICROSOFT CORPMSFT39,986$10.9M0.76%
49NORTHERN LTS FD TR IVNTRSO244,622$10.3M0.72%
50MASTERCARD INCORPORATEDMA25,014$9.3M0.65%
51UMB FINL CORP902788108100,700$9.2M0.64%
52INNOVATOR ETFS TRINHD348,839$8.7M0.61%
53VALMONT INDS INC92025310126,239$8.5M0.59%
54CONSTELLATION BRANDS INCSTZ36,904$8.3M0.58%
55APPLE INCAAPL52,045$8.0M0.56%
56DANAHER CORPORATION23585110228,817$7.4M0.52%
57J P MORGAN EXCHANGE TRADED F46641Q332129,188$7.1M0.50%
58PROSHARES TR74347G606114,991$7.1M0.49%
59JPMORGAN CHASE & COVYLD49,304$7.1M0.49%
60SCHWAB STRATEGIC TR80852479785,350$6.6M0.46%
61META PLATFORMS INCMETA34,497$6.2M0.43%
62ASTRAZENECA PLCAZN84,859$6.0M0.42%
63MICROCHIP TECHNOLOGY INC.MCHPP67,280$5.7M0.40%
64VANECK ETF TRUST92189F130222,229$5.7M0.40%
65BERKSHIRE HATHAWAY INC DELBRK-A12$5.7M0.40%
66UNION PAC CORPUNP27,179$5.5M0.39%
67SPDR SER TR78464A854114,243$5.5M0.39%
68BONDBLOXX ETF TRUST09789C820113,686$5.5M0.39%
69INNOVATOR ETFS TRINHD173,086$5.5M0.38%
70INVESCO ACTIVELY MANAGED ETFIVZ162,789$5.5M0.38%
71INNOVATOR ETFS TRINHD161,580$5.3M0.37%
72FS KKR CAP CORPFSK265,454$5.2M0.36%
73VICTORY PORTFOLIOS II92647N87390,940$5.1M0.36%
74SPDR SER TR78464A40991,353$5.0M0.35%
75FIRST TR EXCHNG TRADED FD VI33740U810154,731$5.0M0.35%
76KRANESHARES TR500767736209,766$4.4M0.31%
77INNOVATOR ETFS TRINHD149,483$4.3M0.30%
78CION INVT CORP17259U204394,043$4.3M0.30%
79FIRST TR EXCHANGE-TRADED FD33739Q40871,788$4.3M0.30%
80LOWES COS INC54866110719,007$4.1M0.28%
81VANGUARD INDEX FDS92290875118,593$3.8M0.26%
82PIMCO ETF TR72201R83337,043$3.7M0.26%
83SSGA ACTIVE ETF TR78467V60887,494$3.7M0.26%
84TESLA INCTSLA17,529$3.7M0.26%
85PFIZER INCPFE82,752$3.6M0.25%
86HERSHEY COHSY14,793$3.5M0.25%
87SELECT SECTOR SPDR TR81369Y60596,004$3.5M0.25%
88VISA INCV15,192$3.5M0.24%
89WISDOMTREE TRWT79,543$3.5M0.24%
90MATTHEWS ASIA FDS577125834123,497$3.2M0.23%
91EXXON MOBIL CORPXOM27,773$3.2M0.23%
92AIM ETF PRODUCTS TRUST00888H877125,821$3.2M0.23%
93FIRST TR EXCH TRD ALPHDX FD33737J30784,628$3.2M0.23%
94ISHARES TR46428730950,612$3.2M0.22%
95INTEL CORPINTC110,934$3.2M0.22%
96S&P GLOBAL INCSPGI8,539$3.1M0.22%
97ALPHABET INCGOOG32,635$3.1M0.22%
98INVESCO QQQ TRIVZ9,971$3.1M0.21%
99SHARECARE INC81948W1041,190,914$3.0M0.21%
100VANECK ETF TRUST92189F10695,218$2.8M0.20%
101ROPER TECHNOLOGIES INCROP6,554$2.8M0.20%
102BLACKSTONE INCBX28,251$2.7M0.19%
103SCHWAB STRATEGIC TR80852483958,519$2.7M0.19%
104ADOBE SYSTEMS INCORPORATEDADBE7,130$2.7M0.19%
105FIRST TR EXCHANGE TRADED FD33734X84661,234$2.6M0.18%
106THERMO FISHER SCIENTIFIC INCTMO4,455$2.5M0.18%
107MEDTRONIC PLCMDT29,825$2.5M0.17%
108BUCKLE INCBKE56,535$2.4M0.17%
109SPDR SER TR78468R78858,517$2.4M0.17%
110INVESCO EXCHANGE TRADED FD TIVZ15,902$2.4M0.17%
111NORWEGIAN CRUISE LINE HLDG LNCLH136,550$2.4M0.17%
112INNOVATOR ETFS TRINHD93,597$2.3M0.16%
113SPDR S&P 500 ETF TRSPY5,401$2.2M0.16%
114SIMPLIFY EXCHANGE TRADED FUN82889N84896,050$2.2M0.15%
115FMC CORPFMC16,508$2.1M0.15%
116MCDONALDS CORPMCD7,829$2.1M0.15%
117ISHARES U S ETF TR46431W50742,022$2.1M0.15%
118ISHARES TR46428888522,443$2.1M0.14%
119PNC FINL SVCS GROUP INC69347510512,587$2.0M0.14%
120ETF SER SOLUTIONS26922B873101,396$2.0M0.14%
121VANGUARD INDEX FDS9229085958,777$2.0M0.14%
122BOEING COBA-PA8,817$1.9M0.13%
123AMN HEALTHCARE SVCS INC00174410120,250$1.9M0.13%
124AUTODESK INCADSK8,346$1.9M0.13%
125ISHARES TR46428743218,120$1.9M0.13%
126LATTICE STRATEGIES TR51841610271,353$1.9M0.13%
127SPDR GOLD TRGLD10,812$1.9M0.13%
128FS CREDIT OPPORTUNITIES CORPFSCO384,565$1.9M0.13%
129ALTRIA GROUP INCMO38,252$1.8M0.13%
130STANLEY BLACK & DECKER INCSWK20,263$1.8M0.13%
131ISHARES TR46434V61339,096$1.8M0.12%
132WISDOMTREE TRWT44,796$1.7M0.12%
133WELLS FARGO CO NEW94974610135,720$1.7M0.12%
134ISHARES TR46428887733,813$1.7M0.12%
135NVIDIA CORPORATIONNVDA7,164$1.6M0.11%
136SCHWAB STRATEGIC TR80852420132,162$1.6M0.11%
137SELECT SECTOR SPDR TR81369Y20911,732$1.6M0.11%
138DELTA AIR LINES INC DELDAL39,155$1.5M0.11%
139CHENIERE ENERGY INCLNG10,168$1.5M0.11%
140INNOVATOR ETFS TRINHD51,856$1.5M0.11%
141ZAI LAB LTDZLAB39,393$1.5M0.10%
142DEERE & CODE3,526$1.4M0.10%
143FIRST TR VALUE LINE DIVID IN33734H10635,317$1.4M0.10%
144INNOVATOR ETFS TRINHD44,107$1.4M0.10%
145ISHARES TR46435G42515,467$1.4M0.10%
146WALMART INCWMT9,671$1.4M0.10%
147FIRST TR EXCH TRD ALPHDX FD33737J18265,219$1.4M0.10%
148AUTOMATIC DATA PROCESSING INADP6,116$1.4M0.10%
149WISDOMTREE TRWT36,141$1.4M0.10%
150ISHARES TR4642875075,131$1.4M0.10%
151VANGUARD INDEX FDS9229086529,151$1.4M0.10%
152SPDR SER TR78464A80526,605$1.4M0.09%
153BRIGHTSPIRE CAPITAL INCBRSP181,638$1.4M0.09%
154AMGEN INCAMGN5,536$1.3M0.09%
155WERNER ENTERPRISES INCWERN28,122$1.3M0.09%
156ISHARES TR46428858813,912$1.3M0.09%
157ISHARES TR46428767114,812$1.3M0.09%
158SCHWAB STRATEGIC TR80852487024,851$1.3M0.09%
159LILLY ELI & COLLY3,692$1.3M0.09%
160GABELLI DIVID & INCOME TR36242H10457,219$1.3M0.09%
161MERCK & CO INCMRK11,471$1.2M0.09%
162ARES CAPITAL CORPARCC63,054$1.2M0.09%
163CATERPILLAR INCCAT5,028$1.2M0.09%
164HOME DEPOT INCHD3,722$1.2M0.08%
165BLUELINX HLDGS INCBXC13,158$1.2M0.08%
166WISDOMTREE TRWT18,301$1.2M0.08%
167NETFLIX INCNFLX3,151$1.1M0.08%
168VANGUARD INDEX FDS9229087447,723$1.1M0.08%
169VANGUARD INDEX FDS9229087695,273$1.1M0.08%
170FIRST TR EXCHANGE TRADED FD33734X1439,695$1.1M0.08%
171ISHARES TR46428844837,686$1.1M0.08%
172ISHARES TR4642876306,998$1.1M0.07%
173AUTONATION INCAN7,600$1.1M0.07%
174NORFOLK SOUTHN CORP6558441084,435$1.0M0.07%
175STARBUCKS CORPSBUX9,642$1.0M0.07%
176SPDR SER TR78464A84721,717$1.0M0.07%
177INNOVATOR ETFS TRINHD33,129$1.0M0.07%
178PIMCO ETF TR72201R77510,809$999,2480.07%
179PROSHARES TR74348A46710,725$996,4760.07%
180MAIN STR CAP CORP56035L10424,329$965,1440.07%
181NORTHERN LTS FD TR IVNTRSO22,500$947,0090.07%
182ISHARES TR46429B69712,937$940,7980.07%
183AIM ETF PRODUCTS TRUST00888H79436,640$934,9170.07%
184BANK AMERICA CORP06050510425,901$922,5810.06%
185INVESCO EXCH TRADED FD TR IIIVZ73,316$914,9850.06%
186ISHARES TR4642878048,588$898,5870.06%
187PROCTER AND GAMBLE CO7427181096,311$878,9990.06%
188PROSHARES TR74347B68011,534$865,1410.06%
189CINCINNATI FINL CORP1720621016,750$849,0600.06%
190SCHWAB STRATEGIC TR80852480523,827$835,8510.06%
191ISHARES TR4642871686,674$835,1620.06%
192AMERICAN ELEC PWR CO INC0255371019,017$815,8470.06%
193DUKE ENERGY CORP NEWDUKB8,201$815,7500.06%
194ISHARES TR4642876143,400$813,4160.06%
195ISHARES TR4642872268,171$803,7510.06%
196AT&T INCT-PC41,660$797,7840.06%
197BP PLCBPPFF19,445$797,6190.06%
198SCHWAB STRATEGIC TR80852460717,652$795,5760.06%
199INVESCO EXCHANGE TRADED FD TIVZ9,155$787,7760.06%
200WISDOMTREE TRWT27,138$775,3330.05%
201WISDOMTREE TRWT21,935$774,2930.05%
202ACUSHNET HLDGS CORPGOLF15,559$774,2130.05%
203TRUIST FINL CORP89832Q10915,531$758,1990.05%
204SELECT SECTOR SPDR TR81369Y5068,395$755,6050.05%
205ISHARES TR46428868722,745$754,4640.05%
206LAMB WESTON HLDGS INCLW7,562$750,6850.05%
207INTERPUBLIC GROUP COS INCINTR19,933$749,0820.05%
208BRISTOL-MYERS SQUIBB COCELG-RI10,242$739,9850.05%
209US BANCORP DELUSB-PS15,058$739,7970.05%
210UNITEDHEALTH GROUP INCUNH1,458$718,7520.05%
211ISHARES TR46428864614,261$714,7390.05%
212SPDR SER TR78468R60631,277$714,0510.05%
213ISHARES TR4642886536,363$711,7980.05%
214INNOVATOR ETFS TRINHD26,641$707,9980.05%
215ISHARES TR4642882818,157$702,6890.05%
216ISHARES INC46434G10314,080$701,6060.05%
217ISHARES TR4642874084,459$697,6110.05%
218BALL CORPBALL12,089$688,2270.05%
219HONEYWELL INTL INC4385161063,413$686,0000.05%
220CATERPILLAR INCCAT2,802$684,6200.05%
221FIRST TR EXCHNG TRADED FD VI33740F85420,984$678,6060.05%
222DOW INCDOW11,011$658,0410.05%
223COCA COLA COKO11,018$656,5400.05%
224FIRST TR EXCHNG TRADED FD VI33740F77119,361$650,9170.05%
225FEDEX CORPFDX3,051$648,9480.05%
226ISHARES TR4642877217,393$647,2220.05%
227FIRST TR EXCHNG TRADED FD VI33740U80221,200$638,2280.04%
228FIRST TR LRGE CP CORE ALPHA33734K1097,369$630,5030.04%
229MONDELEZ INTL INC6092071059,525$625,3970.04%
230DISNEY WALT CO2546871065,757$619,8470.04%
231VANGUARD INTL EQUITY INDEX F92204277511,425$618,7720.04%
232FORD MTR CO DEL34537086047,565$616,9120.04%
233ISHARES TR4642874816,601$615,7410.04%
234INTERNATIONAL BUSINESS MACHSINTR4,505$612,6940.04%
235SPDR SER TR78464A50814,529$609,6370.04%
236NEXTERA ENERGY INCNEE-PW7,929$602,8420.04%
237DBX ETF TR23305143217,560$602,3080.04%
238GOLDMAN SACHS ETF TRNVGLF6,000$598,6200.04%
239J P MORGAN EXCHANGE TRADED F46641Q83711,875$596,7370.04%
240COMCAST CORP NEWCCZ15,179$592,8770.04%
241VANGUARD SCOTTSDALE FDS92206C4097,790$589,0020.04%
242SPDR SER TR78468R78814,036$587,1260.04%
243POLARIS INCPII4,986$586,1400.04%
244BLOCK INCBSQKZ7,377$581,3080.04%
245VANGUARD INDEX FDS9229083631,510$572,6070.04%
246ISHARES TR46429B6635,366$563,5910.04%
247SCHWAB STRATEGIC TR80852470622,296$559,8530.04%
248EDWARDS LIFESCIENCES CORPEW7,203$551,6590.04%
249CONAGRA BRANDS INCCAG15,293$551,4560.04%
250WISDOMTREE TRWT14,197$551,1350.04%
251PUBLIC STORAGEPSA-PS1,800$541,5840.04%
252INVESCO EXCH TRADED FD TR IIIVZ23,975$527,9320.04%
253INNOVATOR ETFS TRINHD19,535$526,7520.04%
254SPDR SER TR78468R6225,708$525,1360.04%
255INTUITIVE SURGICAL INCISRG2,173$523,8890.04%
256INNOVATOR ETFS TRINHD16,871$523,3380.04%
257ISHARES TR4642875983,215$512,9850.04%
258SPDR SER TR78464A64920,073$511,4600.04%
259PROSHARES TR74347R24810,361$510,8450.04%
260ISHARES TR4642898597,964$509,0790.04%
261ISHARES TR4642872424,690$505,9770.04%
262ISHARES TR46434V64720,555$505,2420.04%
263INNOVATOR ETFS TRINHD19,191$494,9300.03%
264ALIBABA GROUP HLDG LTDBBAAY4,680$487,7500.03%
265ISHARES TR4642876482,037$484,9690.03%
266SUNOCO LP/SUNOCO FIN CORPSUN10,276$483,5810.03%
267ETF SER SOLUTIONS26922A4534,794$481,0540.03%
268SELECT SECTOR SPDR TR81369Y8033,352$480,7450.03%
269VANGUARD MALVERN FDS92202080510,192$478,1070.03%
270VANGUARD INDEX FDS9229086292,145$476,7690.03%
271ISHARES TR46432F3963,286$476,4320.03%
272ISHARES TR4642871505,172$475,8760.03%
273BERKSHIRE HATHAWAY INC DELBRK-A1$472,5000.03%
274ADVANCED DRAIN SYS INC DEL00790R1045,000$465,6500.03%
275SCHWAB STRATEGIC TR8085243007,357$464,8150.03%
276ISHARES TR4642874734,069$463,5000.03%
277NORTHERN LTS FD TR IVNTRSO34,505$458,5760.03%
278ISHARES TR4642874575,546$449,7250.03%
279ISHARES TR4642871764,100$440,7910.03%
280EA SERIES TRUST02072L61515,864$439,4760.03%
281ISHARES TR4642876635,679$433,4780.03%
282ROCKWELL AUTOMATION INCROK1,474$432,1330.03%
283HORMEL FOODS CORPHRL9,361$421,1430.03%
284SPDR S&P MIDCAP 400 ETF TRMDY862$420,0960.03%
285GENERAL MTRS CO37045V1009,702$411,6640.03%
286CAMBRIA ETF TR13206170614,063$408,9520.03%
287XYLEM INCXYL3,793$407,1410.03%
288CRISPR THERAPEUTICS AGCRSP7,927$403,2460.03%
289NORTHERN LTS FD TR IVNTRSO28,120$399,9930.03%
290QUALCOMM INCQCOM2,992$395,9830.03%
291RAYTHEON TECHNOLOGIES CORPRTX3,892$394,5670.03%
292INVESCO ACTIVELY MANAGED ETFIVZ15,666$391,5640.03%
293ETF SER SOLUTIONS26922A38815,093$390,1610.03%
294WISDOMTREE TRWT10,137$385,1050.03%
295ISHARES TR46429B26716,790$384,9910.03%
296CISCO SYS INCCSCO8,038$383,4130.03%
297ZOOM VIDEO COMMUNICATIONS INZM4,859$378,5160.03%
298MARKEL CORPMKL275$370,6620.03%
299CONOCOPHILLIPSCOP3,248$368,8370.03%
300ISHARES TR4642876551,899$365,4970.03%
301ISHARES TR4642885134,816$361,1520.03%
302CHARGEPOINT HOLDINGS INCCHPT29,696$361,1030.03%
303ALBEMARLE CORPALB-PA1,303$352,7940.02%
304ISHARES TR4642876221,542$351,4370.02%
305INVESCO EXCHANGE TRADED FD TIVZ2,112$346,6210.02%
306EA SERIES TRUST02072L59913,184$345,5300.02%
307INNOVATOR ETFS TRINHD15,412$343,3790.02%
308TJX COS INC NEW8725401094,105$331,3860.02%
309BHP GROUP LTDBHPLF4,925$330,7630.02%
310ISHARES TR46435G1024,430$329,4150.02%
311CARNIVAL CORPCUKPF27,719$329,3020.02%
312NIKE INCNKE2,605$328,7810.02%
313PAYPAL HLDGS INCPYPL4,233$327,0420.02%
314LISTED FD TR53656F62310,080$324,9700.02%
315AIM ETF PRODUCTS TRUST00888H86913,573$319,7420.02%
316SOUTHWEST AIRLS CO8447411088,953$317,9380.02%
317INVESCO EXCHANGE TRADED FD TIVZ1,936$317,7360.02%
318ISHARES TR46434V4077,638$316,9010.02%
319VANGUARD INDEX FDS9229087361,296$314,9580.02%
320BERKSHIRE HATHAWAY INC DELBRK-A1,012$314,5190.02%
321VANGUARD BD INDEX FDS9219378354,291$312,4570.02%
322WASTE MGMT INC DEL94106L1092,057$311,3540.02%
323TYSON FOODS INCTSN5,084$309,5440.02%
324SCHWAB STRATEGIC TR8085247715,350$305,0040.02%
325VANGUARD BD INDEX FDS9219378274,039$304,4240.02%
326PAYCHEX INCPAYX2,656$302,5720.02%
327PUBLIC SVC ENTERPRISE GRP IN7445731064,887$298,8890.02%
328FISERV INCFISV2,576$298,8420.02%
329SPOTIFY TECHNOLOGY S ASPOT2,358$297,3440.02%
330VALERO ENERGY CORPVLO2,106$294,1870.02%
331INNOVATOR ETFS TRINHD12,205$294,0180.02%
332ISHARES TR4642884142,723$291,8030.02%
333UNITED PARCEL SERVICE INCUPS1,554$290,2720.02%
334VANGUARD SCOTTSDALE FDS92206C6643,702$287,6490.02%
335FIRST TR EXCHNG TRADED FD VI33740U4068,931$284,7200.02%
336SIREN ETF TR8296583015,294$284,5130.02%
337EMERSON ELEC COEMR3,298$283,5820.02%
338SOUTHERN COSOMN4,253$283,4620.02%
339VALLEY NATL BANCORP91979410722,964$283,3760.02%
340INNOVATOR ETFS TRINHD9,588$279,5920.02%
341MCCORMICK & CO INCMKC-V3,724$278,9650.02%
342ZIMMER BIOMET HOLDINGS INCZBH2,190$277,5210.02%
343WISDOMTREE TRWT4,313$272,1500.02%
344SONOS INCSONO12,845$271,9290.02%
345VANGUARD WHITEHALL FDS9219464062,458$271,7320.02%
346SPDR INDEX SHS FDS78463X8898,391$271,1970.02%
347INNOVATOR ETFS TRINHD8,446$268,6670.02%
348ISHARES TR4642881582,541$265,1280.02%
349PHILIP MORRIS INTL INC7181721092,519$256,2250.02%
350SERVICENOW INCNOW544$250,9740.02%
351NVR INCNVR49$250,8760.02%
3523M COMMM2,183$249,2900.02%
353GENERAL ELECTRIC CO3696043012,961$247,3970.02%
354ISHARES TR46432F8595,283$246,2410.02%
355SPDR SER TR78464A3002,942$246,1280.02%
356GREEN PLAINS PARTNERS LPGPRE18,812$245,6880.02%
357CVS HEALTH CORPCVS2,749$243,3410.02%
358COMERICA INC2003401073,202$242,8400.02%
359SPDR INDEX SHS FDS78463X5096,928$241,2330.02%
360ISHARES TR46435U8616,060$237,9090.02%
361ISHARES TR46432F3391,885$233,7020.02%
362ISHARES TR46435U7135,966$231,3770.02%
363INNOVATOR ETFS TRINHD9,970$231,1790.02%
364NVIDIA CORPORATIONNVDA1,005$230,8590.02%
365ISHARES SILVER TRSLV11,470$230,7760.02%
366ALLSTATE CORPALL-PJ1,706$230,3450.02%
367PHILLIPS EDISON & CO INCPECO6,716$230,0230.02%
368INNOVATOR ETFS TRINHD7,466$229,5730.02%
369INNOVATOR ETFS TRINHD7,716$228,9340.02%
370NEWMONT CORPNEMCL4,849$227,9510.02%
371LIFE STORAGE INC53223X1071,837$227,1450.02%
372ISHARES TR4642886384,451$224,8200.02%
373FIRST TR EXCHANGE TRADED FD3369201032,588$223,9140.02%
374ISHARES TR4642898755,643$223,6890.02%
375INVESCO EXCH TRADED FD TR IIIVZ11,401$223,4640.02%
376PRINCIPAL FINANCIAL GROUP INPFG2,427$223,2090.02%
377BROADCOM INCAVGO365$219,7560.02%
378COLUMBIA ETF TR I19761L50812,471$219,7390.02%
379ISHARES TR46435G3263,605$219,4360.02%
380VANGUARD INTL EQUITY INDEX F9220428585,219$215,6330.02%
381INDEXIQ ETF TR45409B8006,832$214,7430.02%
382AGNC INVT CORP00123Q10418,632$212,5910.01%
383VANGUARD INDEX FDS9229085121,461$211,2170.01%
384INNOVATOR ETFS TRINHD8,517$209,4450.01%
385SELECT SECTOR SPDR TR81369Y8863,062$207,6950.01%
386OCCIDENTAL PETE CORP6745991053,128$207,5120.01%
387PRUDENTIAL FINL INCPUKPF2,006$207,1600.01%
388EATON CORP PLCETN1,194$206,5260.01%
389UNION PAC CORPUNP999$203,8260.01%
390HP INCHPQ6,690$203,3760.01%
391MATTHEWS ASIA FDS5771258187,200$203,2240.01%
392OAKTREE SPECIALTY LENDING COOCSL10,000$201,8000.01%
393DUPONT DE NEMOURS INCDD2,576$196,9500.01%
394FIRST TR EXCHANGE-TRADED FD33739Q4082,764$164,5960.01%
395STARBOARD INVT TRSTHO13,038$156,5460.01%
396ISHARES TR46434V6476,368$156,5250.01%
397ALTIMMUNE INCALT11,931$147,7060.01%
398INVESCO QUALITY MUN INCOME TIVZ14,163$141,0630.01%
399VERTICAL CAP INCOME FDCCID13,398$134,5160.01%
400BARINGS BDC INCBBDC15,431$133,7870.01%
401DOUBLELINE INCOME SOLUTIONSDSL10,899$133,5130.01%
402LOCKHEED MARTIN CORPLMT269$129,5450.01%
403NUVEEN CA QUALTY MUN INCOMENU11,100$125,0970.01%
404TESLA INCTSLA585$122,4110.01%
405ISHARES TR46434V6212,274$117,2860.01%
406SPDR S&P 500 ETF TRSPY231$95,3200.01%
407ISHARES TR464287630611$93,0130.01%
408STEELCASE INC85815520311,890$90,4830.01%
409MCDONALDS CORPMCD328$87,4480.01%
410STARBOARD INVT TRSTHO3,873$86,5990.01%
411THE NECESSITY RETAIL REIT IN02607T10912,461$82,4920.01%
412MERCK & CO INCMRK754$82,0210.01%
413ASTRAZENECA PLCAZN1,128$79,3440.01%
414BLACKSTONE INCBX801$77,5130.01%
415UNITED PARCEL SERVICE INCUPS381$71,1590.00%
416BROADCOM INCAVGO116$69,8680.00%
417JOHNSON & JOHNSONJNJ425$68,8670.00%
418US BANCORP DELUSB-PS1,400$68,7820.00%
419LIBERTY ALL STAR EQUITY FD53015810410,605$68,2960.00%
420PACER FDS TR69374H8811,341$67,1440.00%
421UNITEDHEALTH GROUP INCUNH135$66,5320.00%
422CISCO SYS INCCSCO1,335$63,6740.00%
423FS KKR CAP CORPFSK3,138$61,7000.00%
424ABBVIE INCABBV401$61,1890.00%
425HOME DEPOT INCHD190$60,5020.00%
426TRUIST FINL CORP89832Q1091,146$55,9480.00%
427ISHARES TR46435G524901$55,4120.00%
428SEELOS THERAPEUTICS INC81577F10978,493$55,1260.00%
429SPDR SER TR78464A8051,054$53,8590.00%
430RINGCENTRAL INCRNG55,000$48,7440.00%
431MEDTRONIC PLCMDT545$45,4530.00%
432NORTHERN LTS FD TR IVNTRSO3,195$42,4680.00%
433VANGUARD INDEX FDS922908595177$40,0200.00%
434AMERICAN CENTY ETF TR025072604739$39,7800.00%
435COSTCO WHSL CORP NEW22160K10572$36,2320.00%
436NORTHERN LTS FD TR IVNTRSO2,497$35,5250.00%
437PEPSICO INCPEP167$29,3540.00%
438FIRST TR EXCHNG TRADED FD VI33740F7551,237$29,0080.00%
439AT&T INCT-PC1,504$28,8020.00%
440PRESIDIO PPTY TR INC74102L30324,267$28,3920.00%
441SIMPLIFY EXCHANGE TRADED FUN82889N7641,115$26,4480.00%
442PROCTER AND GAMBLE CO742718109187$26,0340.00%
443VALMONT INDS INC92025310178$25,2400.00%
444META PLATFORMS INCMETA119$21,3580.00%
445DOCUSIGN INCDOCU20,000$19,0610.00%
446PIMCO ETF TR72201R635411$18,3590.00%
447FIRST TR EXCH TRADED FD III33739P103354$17,8640.00%
448ALPHABET INCGOOG185$17,5160.00%
449VIRNETX HLDG CORPVHC10,000$16,2000.00%
450COCA COLA COKO257$15,3150.00%
451MICROSOFT CORPMSFT55$14,9690.00%
452VERIZON COMMUNICATIONS INCVZ366$14,7610.00%
453COMCAST CORP NEWCCZ364$14,2180.00%
454STARBOARD INVT TRSTHO1,693$13,4510.00%
455PAVMED INCPAVM32,335$13,2610.00%
456REALTY INCOME CORPO200$13,1420.00%
457VANECK ETF TRUST92189F486509$12,8370.00%
458SPDR INDEX SHS FDS78463X889363$11,7320.00%
459CASEYS GEN STORES INC14752810350$11,0150.00%
460SPDR INDEX SHS FDS78463X509299$10,4110.00%
461ALPHABET INCGOOG100$9,4950.00%
462ISHARES TR464287309142$8,9680.00%
463BONDBLOXX ETF TRUST09789C820184$8,9460.00%
464POLISHED COM INC28252C10910,000$8,1050.00%
465VANECK ETF TRUST92189F643109$8,0440.00%
466BUCKLE INCBKE185$8,0160.00%
467ALTRIA GROUP INCMO150$7,1120.00%
468FEDEX CORPFDX33$7,0180.00%
469INNOVATOR ETFS TRINHD261$6,5350.00%
470AMGEN INCAMGN26$6,2670.00%
471WALMART INCWMT43$6,2300.00%
472J P MORGAN EXCHANGE TRADED F46641Q332109$5,9900.00%
473AMAZON COM INCAMZN60$5,9820.00%
474FIRST TR LRGE CP CORE ALPHA33734K10964$5,4760.00%
475VANECK ETF TRUST92189F130208$5,3390.00%
476PAYPAL HLDGS INCPYPL68$5,2540.00%
477ISHARES TR46428720012$4,9750.00%
478EZFILL HOLDINGS INC30231420810,147$4,6190.00%
479SPDR SER TR78464A40984$4,5960.00%
480PFIZER INCPFE100$4,3720.00%
481PROSHARES TR74347G60671$4,3590.00%
482COLUMBIA ETF TR I19761L508221$3,8940.00%
483PIMCO ETF TR72201R77541$3,7900.00%
484BP PLCBPPFF80$3,2820.00%
485INVESCO ACTIVELY MANAGED ETFIVZ95$3,1830.00%
486DUPONT DE NEMOURS INCDD41$3,1350.00%
487ISHARES TR46428716825$3,1290.00%
488JPMORGAN CHASE & COVYLD17$2,4340.00%
489HONEYWELL INTL INC43851610612$2,4120.00%
490WELLS FARGO CO NEW94974610147$2,2800.00%
491ABBOTT LABSABLZF21$2,2520.00%
492WISDOMTREE TRWT49$2,1270.00%
493PRESIDIO PPTY TR INC74102L11331,597$2,0600.00%
494MICROCHIP TECHNOLOGY INC.MCHPP24$2,0370.00%
495SIMPLIFY EXCHANGE TRADED FUN82889N84889$1,9950.00%
496VANGUARD WHITEHALL FDS92194640615$1,6580.00%
497PRESIDIO PPTY TR INC74102L3031,385$1,6200.00%
498CHEVRON CORP NEWCVX9$1,5510.00%
499PNC FINL SVCS GROUP INC6934751059$1,4500.00%
500BANK AMERICA CORP06050510440$1,4250.00%