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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

Winch Advisory Services, LLC

Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001580642-25-004964

Total Value
$409.6M
Positions
510
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805581,248$43.5M10.63%
2NVIDIA CORPNVDA209,805$33.1M8.09%
3VANGUARD SHORT TERM TREASURY ETF92206C102485,033$28.5M6.96%
4VANGUARD INTERMEDIATE TERM CORP BOND ETF92206C870302,270$25.1M6.12%
5APPLE INCAAPL112,963$23.2M5.66%
6SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663237,894$21.8M5.33%
7CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF14020Y300741,436$20.5M5.00%
8MICROSOFT CORPMSFT40,910$20.3M4.97%
9AMAZON.COM INCAMZN82,440$18.1M4.42%
10ISHARES SHORT TREASURY BOND ETF464288679111,680$12.3M3.01%
11BERKSHIRE HATHAWAY INC CL BBRK-A24,713$12.0M2.93%
12ALPHABET INC CL CGOOG64,089$11.4M2.78%
13JPMORGAN CHASE & COVYLD24,192$7.0M1.71%
14NETFLIX INCNFLX5,219$7.0M1.71%
15GOLDMAN SACHS ACCESS TREASURY 0-1YR ETFNVGLF67,689$6.8M1.66%
16VISA INC CL AV18,670$6.6M1.62%
17STRYKER CORPSYK14,424$5.7M1.39%
18INVESCO QQQ ETFIVZ10,269$5.7M1.38%
19META PLATFORMS INC CL AMETA7,240$5.3M1.30%
20GOLDMAN SACHS PHYSICAL GOLD ETF38150K103147,804$4.8M1.18%
21SPDR S&P 500 ETFSPY7,165$4.4M1.08%
22SALESFORCE INCCRM12,901$3.5M0.86%
23ISHARES 1-3 YR TREASURY BOND ETF46428745741,713$3.5M0.84%
24MARVELL TECHNOLOGY INCMRVL43,847$3.4M0.83%
25COSTCO WHOLESALE CORP22160K1053,260$3.2M0.79%
26CITIGROUP INCC-PR37,372$3.2M0.78%
27VANGUARD TOTAL STOCK MARKET ETF92290876910,426$3.2M0.77%
28SPDR EMERGING MARKETS ETF78463X50970,331$3.0M0.73%
29ADOBE INCADBE6,058$2.3M0.57%
30WALT DISNEY CO25468710617,805$2.2M0.54%
31COCA-COLA COMPANYKO29,852$2.1M0.52%
32SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF78464A37562,412$2.1M0.51%
33MASTERCARD INC CL AMA3,223$1.8M0.44%
34SPDR AGGREGATE BOND ETF78464A64968,310$1.7M0.43%
35RTX CORPRTX11,792$1.7M0.42%
36HONEYWELL INTL INC4385161067,243$1.7M0.41%
37VERIZON COMMUNICATIONS INCVZ38,117$1.6M0.40%
38TEXAS INSTRUMENTS INC8825081047,208$1.5M0.37%
39TESLA INCTSLA4,659$1.5M0.36%
40EBAY INCEBAY18,691$1.4M0.34%
41PAYPAL HOLDINGS INCPYPL16,579$1.2M0.30%
42WALMART INCWMT12,369$1.2M0.30%
43PROCTER & GAMBLE CO7427181097,355$1.2M0.29%
44NORTHROP GRUMMAN CORPNOC2,056$1.0M0.25%
45STARBUCKS CORPSBUX10,881$997,0040.24%
46NIKE INC CL BNKE13,575$964,3360.24%
47CHEVRON CORPCVX6,663$954,0400.23%
48VANGUARD GROWTH ETF9229087362,094$918,0590.22%
49ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF46435U85323,317$874,6150.21%
50VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF92206C70614,481$866,0990.21%
51MEDTRONIC PLCMDT9,351$815,1490.20%
52VANGUARD SHORT TERM CORP BOND ETF92206C40910,232$813,4170.20%
53WEC ENERGY GROUP INCWEC7,621$794,1080.19%
54VANECK SEMICONDUCTOR ETF92189F6762,794$779,1460.19%
55ALPHABET INC CL AGOOG4,371$770,3250.19%
56SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10124,728$724,2750.18%
57SPDR GOLD TRUST GOLD SHARESGLD2,373$723,3620.18%
58EXXON MOBIL CORPXOM6,708$723,1690.18%
59WISDOMTREE YIELD ENHANCED U S AGGREGATE BOND ETFWT16,181$705,9980.17%
60ASML HOLDING NV NY REGISTRY SHS NEW 2012ASMLF880$705,0760.17%
61LOCKHEED MARTIN CORPLMT1,375$637,0410.16%
62ADVANCED MICRO DEVICES INCAMD4,471$634,4350.15%
63ISHARES GOLD TRUST ETFIAU9,195$573,4000.14%
64VANGUARD FINANCIALS ETF92204A4054,503$573,1790.14%
653M COMPANYMMM3,566$542,9590.13%
66KLA CORPKLAC592$529,8300.13%
67JOHNSON & JOHNSONJNJ3,371$514,9320.13%
68ROPER TECHNOLOGIES INCROP887$503,0480.12%
69VANGUARD HEALTH CARE ETF92204A5041,934$480,3750.12%
70WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETFWT9,681$463,4190.11%
71UNITEDHEALTH GROUP INCUNH1,480$461,7090.11%
72TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR8740391002,014$456,0940.11%
73DEERE & CODE896$455,5480.11%
74PFIZER INCPFE17,501$424,2140.10%
75BP PLC SPON ADRBPPFF12,991$388,8100.09%
76AT&T INCT-PC13,134$380,1080.09%
77MCDONALDS CORPMCD1,258$367,4900.09%
78NEXTERA ENERGY INCNEE-PW5,085$353,0100.09%
79VANGUARD MATERIALS ETF92204A8011,795$349,8110.09%
80LAM RESEARCH CORPLRCX3,326$323,7660.08%
81JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3325,600$318,3600.08%
82VANGUARD S&P 500 INDEX ETF922908363554$314,4940.08%
83VANGUARD INDUSTRIALS ETF92204A6031,107$310,0500.08%
84BROADCOM INCAVGO952$262,3320.06%
85VANGUARD HIGH DIVIDEND YIELD ETF9219464061,947$259,5490.06%
86SPDR SSGA ULTRA SHORT TERM BOND ETF78467V7076,355$258,4050.06%
87WASTE MANAGEMENT INC DEL94106L1091,125$257,4060.06%
88TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803979$247,8820.06%
89CHENIERE ENERGY INCLNG1,017$247,7210.06%
90MICRON TECHNOLOGY INCMU1,982$244,2780.06%
91VANGUARD VALUE ETF9229087441,302$230,0520.06%
92KIMBERLY CLARK CORPKMB1,732$223,3490.05%
93WELLS FARGO & CO9497461012,770$221,9290.05%
94ISHARES BITCOIN TRUST ETFIBIT3,537$216,5000.05%
95SPDR PORTFOLIO S&P 500 VALUE ETF78464A5084,044$211,6690.05%
96ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057073,438$205,5470.05%
97AMERICAN CONSERVATIVE VALUES ETF26923N1084,346$204,9650.05%
98FORD MOTOR CO34537086018,879$204,8400.05%
99LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB3,192$184,7050.05%
100SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109390$171,6350.04%
101ISHARES U S AEROSPACE & DEFENSE ETF464288760894$168,5840.04%
102VALERO ENERGY CORPVLO1,251$168,1070.04%
103GLOBAL X ROBOTICS A I ETF37954Y7154,897$159,9000.04%
104ISHARES MSCI EMERGING MARKETS ETF4642872343,312$159,7690.04%
105SPDR DEVELOPED WORLD EX-US ETF78463X8893,895$157,7000.04%
106VALVOLINE INCVVV3,927$148,7320.04%
107VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF921908844656$134,3640.03%
108ENERGY SELECT SECTOR SPDR ETF81369Y5061,575$133,5900.03%
109ISHARES SILVER TRUSTSLV3,957$129,8290.03%
110ABBVIE INCABBV694$128,7820.03%
111CONOCOPHILLIPSCOP1,412$126,7210.03%
112AMCOR PLC ORD USD 0.01AMCCF13,740$126,2710.03%
113ALTRIA GROUP INCMO2,130$124,8910.03%
114FIDELITY NATIONAL INFORMATION SERVICES INC31620M1061,461$118,9400.03%
115FREEPORT MCMORAN INCFCX2,740$118,7860.03%
116AGNC INVESTMENT CORP00123Q10412,544$115,2790.03%
117DOW INCDOW4,266$112,9540.03%
118PEPSICO INCPEP850$112,2610.03%
119ABRDN PHYSICAL PRECIOUS METALS BASKET ETFGLTR802$110,7960.03%
120CAPITAL GROUP DIVIDEND VALUE ETF14020W1062,784$109,9400.03%
121BOEING COMPANYBA-PA518$108,5370.03%
122ISHARES RUSSELL 2000 ETF464287655502$108,2880.03%
123CATERPILLAR INCCAT267$103,5930.03%
124COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852953$103,3880.03%
125T-MOBILE US INCTMUSZ427$101,7420.02%
126FINANCIAL SELECT SECTOR SPDR ETF81369Y6051,909$99,9900.02%
127EOG RESOURCES INCEOG807$96,5050.02%
128OCCIDENTAL PETROLEUM CORP6745991052,195$92,1920.02%
129CISCO SYSTEMS INCCSCO1,321$91,6620.02%
130MARATHON PETROLEUM CORPMARA550$91,4180.02%
131SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409943$89,8930.02%
132ISHARES BIOTECHNOLOGY ETF464287556688$86,9860.02%
133ISHARES CORE U S AGGREGATE BOND ETF464287226864$85,7000.02%
134XCEL ENERGY INCXELLL1,214$82,6610.02%
135W P CAREY INC92936U1091,307$81,5490.02%
136BANK OF AMERICA CORP0605051041,706$80,7190.02%
137VANGUARD FTSE EMERGING MARKETS ETF9220428581,628$80,5070.02%
138HUNTINGTON BANCSHARES INCHBANP4,626$77,5360.02%
139ELI LILLY & COLLY98$76,4250.02%
140EATON CORP PLCETN213$75,9920.02%
141QUALCOMM INCQCOM466$74,1870.02%
142KRAFT HEINZ COKHC2,732$70,5470.02%
143SCHWAB FUNDAMENTAL INTL EQUITY ETF8085247551,746$69,8640.02%
144HEALTHCARE SELECT SECTOR SPDR ETF81369Y209510$68,7620.02%
145SPDR PORTFOLIO S&P 500 ETF78464A854940$68,3310.02%
146CAPITAL GROUP FIXED CORE PLUS INCOME ETF14020Y1022,862$64,3960.02%
147NICOLET BANKSHARES INCNIC511$63,0440.02%
148VANGUARD MEGA CAP GROWTH ETF921910816167$61,0080.01%
149SOUTHERN COMPANYSOMN658$60,4390.01%
150MAIN STREET CAPITAL CORP56035L1041,020$60,3090.01%
151PHILIP MORRIS INTL INC718172109327$59,5790.01%
152CAPITAL GROUP GROWTH ETF14020G1011,463$59,4560.01%
153ISHARES CORE S&P U S GROWTH ETF464287671384$57,7290.01%
154ASHLAND INCASH1,137$57,1830.01%
155ISHARES CORE S&P TOTAL U S STOCK MARKET ETF464287150413$55,8280.01%
156VANGUARD MID CAP ETF922908629198$55,4330.01%
157DUPONT DE NEMOURS INCDD801$54,9190.01%
158ISHARES CORE S&P SMALL CAP ETF464287804496$54,2550.01%
159JPMORGAN ULTRA SHORT INCOME ETF46641Q8371,039$52,6440.01%
160ISHARE GLOBAL ENERGY ETF4642873411,309$51,4310.01%
161SPDR TIPS ETF78464A6561,945$50,6980.01%
162INSPIRE 100 ETFNTRSO1,180$48,7720.01%
163ILLINOIS TOOL WORKS INC452308109186$45,8950.01%
164VANGUARD MID CAP GROWTH ETF922908538160$45,5260.01%
165PRINCIPAL FINANCIAL GROUP INCPFG572$45,4180.01%
166JACOBS SOLUTIONS INCJ343$45,1040.01%
167UTILITIES SELECT SECTOR SPDR ETF81369Y886551$44,9550.01%
168PUBLIC STORAGE INCPSA-PS153$44,8570.01%
169SPDR S&P MID CAP 400 ETFMDY79$44,7520.01%
170CAPITAL GROUP CORE EQUITY ETF14020V1081,188$43,8590.01%
171PALANTIR TECHNOLOGIES INC CL APLTR320$43,6220.01%
172JOHNSON CONTROLS INTL PLCG51502105411$43,4220.01%
173VANGUARD ESG U S STOCK ETF921910733387$42,4310.01%
174BLACKROCK FDG INCBLK40$42,4150.01%
175JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203774$42,1060.01%
176GENERAL DYNAMICS CORPGD143$41,6220.01%
177ISHARES U S OIL & GAS EXPLORATION & PROD ETF464288851457$40,4730.01%
178ORACLE CORPORCL-PD185$40,3680.01%
179MOTOROLA SOLUTIONS INCMSI94$39,6260.01%
180BANK MONTREAL QUEBEC063671101350$38,7210.01%
181VANGUARD TOTAL INTL STOCK INDEX ETF921909768556$38,4300.01%
182FIRST TRUST CLOUD COMPUTING INDEX ETF33734X192314$38,1350.01%
183DUKE ENERGY CORPDUKB321$37,9150.01%
184GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF37954Y673827$36,0460.01%
185TARGET CORPTGT365$36,0250.01%
186SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847636$34,5740.01%
187UNITED PARCEL SERVICE INC CL BUPS332$33,5360.01%
188IMPERIAL OIL LTDIMO420$33,3730.01%
189KINDER MORGAN INC DEEP-PC1,135$33,3630.01%
190SHELL PLC SPONSORED ADR REPSTG ORD SHSRYDAF471$33,1890.01%
191SCHNEIDER NATL INC WI CL BSNDR1,356$32,7360.01%
192ABRDN ASIA PACIFIC INCOME FUND INCABAKF2,050$32,6410.01%
193TOPBUILD CORPBLD100$32,3740.01%
194MATERIALS SELECT SECTOR SPDR ETF81369Y100365$32,0190.01%
195TRANSDIGM GROUP INCTDG21$31,9330.01%
196INVESCO NASDAQ NEXT GEN 100 ETFIVZ979$31,3100.01%
197CLEVELAND CLIFFS INCCLF4,070$30,9320.01%
198INVENTRUST PROPERTIES CORP46124J2011,123$30,7590.01%
199SPDR SERIES TRUST S&P METALS & MINING ETF78464A755454$30,5060.01%
200TRUIST FINANCIAL CORP89832Q109697$29,9460.01%
201VANGUARD SMALL CAP ETF922908751126$29,8190.01%
202ARK INNOVATION ETF00214Q104420$29,5220.01%
203HOME DEPOT INCHD78$28,7250.01%
204MERCK & COMPANY INCMRK362$28,6370.01%
205BAYCOM CORPBCML1,028$28,4930.01%
206DORCHESTER MINERALS LTD PARTNERSHIPDMLP1,000$27,8600.01%
207SAP SE SPON ADRSAPGF91$27,5460.01%
208LOWES COMPANIES INC548661107123$27,2950.01%
209PLEXUS CORPPLXS200$27,0620.01%
210CUMMINS INCCMI83$27,0270.01%
211SOLVENTUM CORPSOLV350$26,5440.01%
212VERTIV HOLDINGS LLC CL AVRT206$26,4730.01%
213SPDR SSGA GLOBAL ALLOCATION ETF78467V400557$26,1850.01%
214INTL BUSINESS MACHINES CORPINTR86$25,2640.01%
215PNC FINANCIAL SERVICES GROUP INC693475105134$25,0420.01%
216HP INCHPQ1,018$24,8890.01%
217COMCAST CORP CL ACCZ697$24,8750.01%
218INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704169$24,8670.01%
219U S BANCORP DEUSB-PS547$24,7690.01%
220UMB FINANCIAL CORP902788108235$24,6640.01%
221CAPITAL GROUP INTL FOCUS EQUITY ETF14019W109898$24,3650.01%
222SPOTIFY TECHNOLOGY SASPOT31$23,7880.01%
223SPDR SERIES TRUST S&P HOMEBUILDERS ETF78464A888238$23,4520.01%
224ISHARES MSCI ACWI ETF464288257181$23,3020.01%
225GILEAD SCIENCES INCGILD208$23,0340.01%
226AMERICAN TOWER CORP NEW03027X100104$22,9250.01%
227GE AEROSPACE36960430186$22,2250.01%
228SPDR PORTFOLIO SHORT TERM CORP BOND ETF78464A474728$21,9770.01%
229NUSCALE POWER CORPNU550$21,7580.01%
230RIO TINTO PLC SPONSORED ADRRTNTF372$21,7260.01%
231FEDEX CORPFDX94$21,3550.01%
232GLOBAL X CYBERSECURITY ETF37954Y384576$21,3540.01%
233ISHARES 20 YR TREASURY BOND ETF464287432238$20,9930.01%
234ISHARES MSCI EAFE ETF464287465228$20,3810.00%
235KENVUE INCKVUE948$19,8490.00%
236GSK PLC SPON ADRGLAXF512$19,6620.00%
237SOUTHWEST AIRLINES CO844741108599$19,4360.00%
238COLGATE-PALMOLIVE COMPANYCL214$19,4200.00%
239CENTRUS ENERGY CORP CL ALEU106$19,4170.00%
240VANGUARD INFORMATION TECHNOLOGY ETF92204A70229$19,0290.00%
241ISHARES JP MORGAN USD EMERGING MARKETS ETF464288281189$17,5410.00%
242OSHKOSH CORPOSK154$17,5360.00%
243DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF25434V880589$17,3030.00%
244ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513214$17,2670.00%
245DIMENSIONAL U S CORE EQUITY 2 ETF25434V708472$16,9140.00%
246ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF464287242153$16,7620.00%
247KEURIG DR PEPPER INCKDP501$16,5590.00%
248THERMO FISHER SCIENTIFIC INCTMO40$16,2750.00%
249BLACKROCK UTILITIES INFRASTRUCTURE & POWER OPPORTUNITIES TRUSTBLK614$15,8180.00%
250NORTHERN TRUST CORPNTRSO123$15,5870.00%
251PALO ALTO NETWORKS INCPANW76$15,5530.00%
252YUM BRANDS INCYUM104$15,4470.00%
253ISHARES GLOBAL COMM SERVICES ETF464287275137$15,3880.00%
254ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHSBBAAY135$15,2670.00%
255CROWN CASTLE INCCCI147$15,0680.00%
256SPDR S&P REGIONAL BANKING ETF78464A698252$14,9680.00%
257DIMENSIONAL U S EQUITY MARKET ETF25434V401223$14,9380.00%
258TAPESTRY INCTPR170$14,9040.00%
259SIRIUS XM HOLDINGS INC829933100646$14,8450.00%
260INTEL CORPINTC658$14,7440.00%
261VANGUARD ENERGY ETF92204A306123$14,6680.00%
262TIMOTHY PLAN U S LARGE MID CAP CORE ETF887432359325$14,6060.00%
263BAKER HUGHES COBKR380$14,5580.00%
264WELLTOWER INCWELL94$14,4090.00%
265ON HOLDING AG CL AH5919C104271$14,1060.00%
266BLACKSTONE INCBX94$14,0590.00%
267POINT BRIDGE AMERICA FIRST ETF26922A628277$13,8850.00%
268FIRST TRUST CONSUMER STAPLES ALPHADEX ETF33734X119218$13,8210.00%
269BRISTOL MYERS SQUIBB COMPANYCELG-RI296$13,6840.00%
270ZIMMER BIOMET HOLDINGS INCZBH150$13,6820.00%
271ISHARES US SMALL CAP VALUE FACTOR ETF46436E536432$13,4040.00%
272ENTERGY CORPENO160$13,3200.00%
273KROGER COKR185$13,2600.00%
274TJX COS INC872540109106$13,1410.00%
275HONDA MOTOR LTD ADR REPSTG 3 ORDHNDAF452$13,0370.00%
276WATSCO INC CL AWSO-B29$12,9640.00%
277AIR PRODUCTS & CHEMICALS INCAIIR46$12,9020.00%
278DOMINION ENERGY INCD218$12,3180.00%
279ENBRIDGE INCENNPF271$12,2780.00%
280DOVER CORPDOV67$12,2330.00%
281BRITISH AMERN TOBACCO PLC SPONS ADR 25P110448107254$12,0390.00%
282CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y40755$11,9890.00%
283ANALOG DEVICES INCADI50$11,8910.00%
284DIAGEO PLC SPON ADRDGEAF115$11,5570.00%
285DELTA AIRLINES INCDAL233$11,4380.00%
286ISHARES PREFERRED & INCOME SECS ETF464288687365$11,1860.00%
287AIRBUS SE ADRAIIR209$10,9440.00%
288NESTLE S A SPON ADR REPSTG REG SHS641069406108$10,7330.00%
289ANHEUSER BUSCH INBEV SA/NVBUDFF154$10,5760.00%
290VISTRA CORPVST54$10,4860.00%
291FIDELITY DISRUPTORS ETF316092121308$10,3920.00%
292ISHARES MSCI MEXICO ETF464286822169$10,2390.00%
293BOSTON SCIENTIFIC CORPBSX95$10,2040.00%
294INSPIRE INTERNATIONAL ETFNTRSO292$9,9910.00%
295AMPLIFY DIGITAL PAYMENTS ETF032108656163$9,7670.00%
296CYBER ARK SOFTWARE LTDM2682V10824$9,7650.00%
297INSPIRE GLOBAL HOPE ETFNTRSO233$9,4840.00%
298NUCOR CORPNUE73$9,4820.00%
299EDWARDS LIFESCIENCES CORPEW120$9,3850.00%
300GFL ENVIRONMENTAL INC SUB VOTING SHARESGFL185$9,3410.00%
301DIAMONDBACK ENERGY INCFANG67$9,2530.00%
302SUPER MICRO COMPUTER INCSMCI188$9,2140.00%
303EXACT SCIENCES CORP30063P105169$8,9810.00%
304PRUDENTIAL FINANCIAL INCPUKPF84$8,9760.00%
305MAPLEBEAR INCCART196$8,8670.00%
306FIRSTENERGY CORPFE219$8,8250.00%
307FRANKLIN INTL CORE DIVIDEND TILT INDEX ETFFGDL246$8,7670.00%
308MC CORMICK & CO INC NON VOTINGMKC-V115$8,7190.00%
309CENTERPOINT ENERGY INCCNP237$8,7020.00%
310AMENTUM HOLDINGS INCAMTM365$8,6180.00%
311GARMIN LTDGRMN41$8,5620.00%
312AFLAC INCAFL81$8,5140.00%
313CONSTELLATION BRANDS INC CL ASTZ52$8,5130.00%
314EWSB BANCORP INCEWSB1,000$8,4500.00%
315GLOBAL X COPPER MINERS ETF37954Y830186$8,3880.00%
316INSPIRE SMALL MIDCAP ETFNTRSO235$8,3420.00%
317BADGER METER INCBMI34$8,3280.00%
318CHIPOTLE MEXICAN GRILL INC CL ACMG148$8,3100.00%
319NU HOLDINGS LTD CL ANU600$8,2320.00%
320VANGUARD MID CAP VALUE ETF92290851249$8,0590.00%
321UBS GROUP AGUBS233$7,8840.00%
322SCHLUMBERGER LTDSLB232$7,8470.00%
323OLIN CORPOLN358$7,2000.00%
324ABBOTT LABORATORIESABLZF52$7,0550.00%
325DEVON ENERGY CORP25179M103217$6,8940.00%
326XIAOMI CORP CL BG9830T106860$6,6480.00%
327AIRBNB INC CL AABNB50$6,6170.00%
328HOWMET AEROSPACE INCHWM35$6,5800.00%
329ISHARES RUSSELL 1000 GROWTH ETF46428761415$6,3690.00%
330ARISTA NETWORKS INCANET62$6,3430.00%
331INVESCO S&P MIDCAP QUALITY ETFIVZ64$6,2890.00%
332TENCENT HOLDINGS LTD UNSPON ADRXHLD96$6,2190.00%
333ISHARES MSCI EAFE SMALL CAP ETF46428827384$6,1050.00%
334CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y30873$5,9110.00%
335SEAGATE TECHNOLOGY HOLDINGS PUBLIC LTD COSE40$5,8210.00%
336FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETFFLEX201$5,4470.00%
337YUM CHINA HOLDINGS INCYUMC121$5,4200.00%
338ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76485$5,3960.00%
339ALLIANT ENERGY CORPLNT89$5,3940.00%
340GRAINGER W W INC3848021045$5,3700.00%
341XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200120$5,2500.00%
342WALGREENS BOOTS ALLIANCE INC931427108454$5,2060.00%
343SCHWAB CHARLES CORPSCHW-PJ57$5,1580.00%
344NORWEGIAN CRUISE LINE HOLDINGS LTDNCLH254$5,1510.00%
345IPG PHOTONICS CORPIPGP75$5,1490.00%
346SYNOPSYS INCSNPS10$5,1270.00%
347VANGUARD SMALL CAP GROWTH ETF92290859518$4,9890.00%
348BARRICK MINING CORP06849F108231$4,8050.00%
349RUMBLE INC CL ARUMBW530$4,7590.00%
350EVGO INC CL AEVGOW1,278$4,6650.00%
351FACTSET RESEARCH SYSTEMS INC30307510510$4,6070.00%
352CROWDSTRIKE HOLDINGS INC CL ACRWD9$4,5840.00%
353EVEREST GROUP LTDEG13$4,4180.00%
354CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESSCUKPF152$4,2740.00%
355CECO ENVIRONMENTAL CORPCECO150$4,2470.00%
356SHERWIN WILLIAMS COSHW12$4,2440.00%
357ECOLAB INCECL16$4,1850.00%
358APPLIED MATERIALS INC03822210523$4,1500.00%
359ISHARES RUSSELL 1000 ETF46428762212$4,1100.00%
360BYD CO LTD UNSPON ADRBYDDF44$4,1060.00%
361VANGUARD FTSE EUROPE ETF92204287452$4,0300.00%
362ALCOA CORPAA132$3,9010.00%
363VANGUARD SMALL CAP VALUE ETF92290861120$3,9000.00%
364NVE CORPNVT53$3,8790.00%
365ISHARES SHORT DURATION BOND ACTIVE ETF46431W50775$3,8460.00%
366SYSCO CORPSYY49$3,6890.00%
367GENERAL MOTORS CO37045V10074$3,6580.00%
368INTERCONTINENTAL EXCHANGE INC45866F10420$3,6440.00%
369AUTOMATIC DATA PROCESSING INCADP12$3,6170.00%
370EQUINIX INC PAR $0.001EQIX4$3,3940.00%
371STURM RUGER & CO INCRGR94$3,3630.00%
372AMERICAN EXPRESS COAXP10$3,3110.00%
373ALBEMARLE CORPALB-PA52$3,2480.00%
374TE CONNECTIVITY PLCTEL19$3,2140.00%
375PACER U S CASH COWS 100 ETF69374H88158$3,1960.00%
376HARLEY DAVIDSON INCHOG133$3,1390.00%
377VANECK RARE EARTH STRATEGIC METALS ETF92189H80577$3,1190.00%
378HIGHLANDS REIT INC43110A10410,000$3,1000.00%
379ASTRAZENECA PLC SPONSORED ADRAZN44$3,0490.00%
380VANECK GOLD MINERS ETF92189F10658$3,0450.00%
381PBF ENERGY INC CL APBF140$3,0360.00%
382SPROUTS FARMERS MARKET INC85208M10218$2,9640.00%
383UNITED AIRLINES HOLDINGS INCUNTCW37$2,9460.00%
384BECTON DICKINSON & COBDX17$2,9040.00%
385ISHARES SEMICONDUCTOR ETF46428752312$2,8700.00%
386UNDER ARMOUR INC CL CUA440$2,8560.00%
387VANECK JUNIOR GOLD MINERS ETF92189F79142$2,8070.00%
388EVERSOURCE ENERGYES43$2,7670.00%
389INVESCO GLOBAL LISTED PRIVATE EQUITY ETFIVZ40$2,7540.00%
390SMITH & WESSON BRANDS INCSWBI312$2,7100.00%
391AMERIPRISE FINANCIAL INC03076C1065$2,7070.00%
392B&G FOODS INCBGS638$2,6970.00%
393SCHWAB U S DIVIDEND EQUITY ETF808524797102$2,6960.00%
394TOAST INC CL ATOST59$2,6130.00%
395DANAHER CORP23585110213$2,6030.00%
396COTERRA ENERGY INCCTRA102$2,5800.00%
397DRAFTKINGS INC CL ADKNG60$2,5730.00%
398TEAM INCTISI140$2,5480.00%
399DIMENSIONAL U S TARGET VALUE ETF25434V60943$2,3470.00%
400ZION OIL & GAS INCZNOGW12,000$2,2450.00%
401PRICE T ROWE GROUP INCTROW23$2,2330.00%
402SHOPIFY INC CL ASHOP19$2,1920.00%
403ARCHER AVIATION INC CL AACHR-WT200$2,1700.00%
404AUTODESK INCADSK7$2,1670.00%
405CADENCE DESIGN SYSTEMS INCCDNS7$2,1570.00%
406HERON THERAPEUTICS INCHRTX1,000$2,0700.00%
407PACCAR INCPCAR22$2,0650.00%
408KONTOOR BRANDS INCKTB31$2,0150.00%
409BIOGEN INCBIIB16$2,0090.00%
410SCHWAB U S BROAD MARKET ETF80852410284$2,0080.00%
411CLOROX COMPANYCLX17$1,9830.00%
412HUNTINGTON INGALLS INDUSTRIES INC4464131068$1,9320.00%
413PACER U S SMALL CAP CASH COWS ETF69374H85748$1,9110.00%
414KNOT OFFSHORE PARTNERS LP COM UNITS REPSTG PARTNERSHIP LTD INTKNOP305$1,9090.00%
415ROYAL CARIBBEAN GROUPV7780T1036$1,8910.00%
416BAIDU INC SPON ADR REPSTG ORD SHS CL ABAIDF22$1,8870.00%
417WESTERN UNION COWU219$1,8450.00%
418TEMPUS AI INC CL ATEM29$1,8430.00%
419MANITOWOC COMPANY INCMTW152$1,8270.00%
420CRESCO LABS INC SUB VTGCRLBF3,530$1,8130.00%
421CHIPMOS TECHNOLOGIES INC SPON ADRIMOS100$1,8110.00%
422ISHARES MICROCAP ETF46428886914$1,7870.00%
423L3HARRIS TECHNOLOGIES INCLHX7$1,7560.00%
424BUILDERS FIRSTSOURCE INCBLDR15$1,7500.00%
425RIVIAN AUTOMOTIVE INC CL ARIVN127$1,7450.00%
426ARCH CAPITAL GROUP LTDG0450A10519$1,7300.00%
427SENTINELONE INC CL AS90$1,6450.00%
428SNOWFLAKE INC CL ASNOW7$1,5660.00%
429MANULIFE FINANCIAL CORP56501R10648$1,5400.00%
430FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF33733E50047$1,5310.00%
431ISHARES MSCI SOUTH AFRICA ETF46428678028$1,5050.00%
432UNUM GROUPUNMA18$1,4690.00%
433UNITED THERAPEUTICS CORPUTHR5$1,4370.00%
434BLINK CHARGING COBLNK1,500$1,4100.00%
435PELOTON INTERACTIVE INC CL APTON200$1,3880.00%
436NOVARTIS AG SPON ADRNVSEF11$1,3720.00%
437ON SEMICONDUCTOR CORPON25$1,3100.00%
438RAPID7 INCRPD55$1,2720.00%
439ASSOCIATED BANC CORPASBA52$1,2580.00%
440NOVO NORDISK AS ADRNONOF18$1,2580.00%
441BYD CO LTD BONUS ISSUE PENDING CREDIT DATEBYDDF80$1,2480.00%
442DELL TECHNOLOGIES INC CL CDELL10$1,2260.00%
443BICYCLE THERAPEUTICS PLC SPON ADS REPSTG 1 SHSBCYC172$1,1950.00%
444PANASONIC HOLDINGS CORP ADR69832A304106$1,1320.00%
445MATIV HOLDINGS INCMATV161$1,0980.00%
446INFINEON TECHNOLOGIES AG SPONSORED ADRIFNNF24$1,0220.00%
447CEMEX S A B DE CV SPONS ADR NEW REPS TEN ORD PARTICIPATION CERTSCXMSF143$9940.00%
448ISHARES RUSSELL TOP 200 GROWTH ETF4642894384$9870.00%
449GREAT WALL MOTOR CO LTD ADR39137B10960$9770.00%
450ISHARES CORE DIVIDEND GROWTH ETF46434V62115$9640.00%
451STELLANTIS N VSTLA93$9330.00%
452ISHARES S&P 100 ETF4642871013$9150.00%
453AVANOS MEDICAL INCAVNS67$8200.00%
454MURPHY USA INCMUSA2$8150.00%
455QUANTUMSCAPE CORP CL AQS117$7860.00%
456AMPLIFY ALTERNATIVE HARVEST ETF03210863138$6850.00%
457BRC INC CL ABRCC500$6550.00%
458BYD CO LTD SHS HBYDDF40$6240.00%
459TRUMP MEDIA & TECHNOLOGY GROUP CORPDJTWW34$6130.00%
460TELADOC HEALTH INCTDOC62$5400.00%
461GE VERNOVA LLCGEV1$5300.00%
462PROSHARES K-1 FREE CRUDE OIL ETF74347G80413$5230.00%
463LUMEN TECHNOLOGIES INC LALUMN117$5140.00%
464XPENG INC ADS REPSTG CL A ORD SHSXPNGF28$5010.00%
465TAKE-TWO INTERACTIVE SOFTWARE INCTTWO2$4860.00%
466ARK FINTECH INNOVATION ETF00214Q7089$4520.00%
467PSQ HOLDINGS INC CL APSQH-WT220$4510.00%
468TMC THE METALS CO INCTMCWW66$4360.00%
469GLOBAL X LITHIUM & BATTERY TECH ETF37954Y85511$4350.00%
470BRIGHTHOUSE FINANCIAL INC10922N1038$4300.00%
471MONOGRAM TECHNOLOGIES INC609786108130$3760.00%
472GINKGO BIOWORKS HOLDINGS INC CL ADNABW33$3710.00%
473TRUMP & MEDIA WTS EXP 03/25/29 TECHNOLOGY GROUP CORPDJTWW32$3650.00%
474PGIM AAA CLO ETF69344A8347$3630.00%
475SUNNY OPTICAL TECH GRP COMPANY LTD ADRSNPTF4$3590.00%
476FUELCELL ENERGY INCFCELB62$3460.00%
477CANADIAN SOLAR INCCSIQ30$3310.00%
478GANFENG LITHIUM GROUP CO LTD SHS HY2690M105106$3080.00%
4793D SYSTEMS CORP DEL88554D205184$2830.00%
480SNAP INC CL ASNAP25$2170.00%
481MODERNA INCMRNA7$1930.00%
482GE HEALTHCARE TECHNOLOGIES INCGEHC2$1490.00%
483CENTERRA GOLD INCCGAU19$1370.00%
484LIGHTWAVE LOGIC INCLWLG110$1360.00%
485PLURI INCPLUR26$1290.00%
486HYLIION HOLDINGS CORP CL AHYLN89$1170.00%
487AMARIN CORP PLC SPON ADSAMRN7$1140.00%
488SMUCKER JM COMPANY8326964051$1090.00%
489WOLFSPEED INCWOLF238$950.00%
490MAGNERA CORPMAGN8$930.00%
491DNP SELECT INCOME FUND INC23325P1048$800.00%
492SOLARWINDOW TECHNOLOGIES INCWNDW216$760.00%
493CANOPY GROWTH CORPCGC22$270.00%
494AURORA CANNABIS INC NO PARACB4$170.00%
495TPI COMPOSITES INCTPICQ19$160.00%
496KATAPULT HOLDINGS INCKPLTW1$80.00%
497AMC ENTERTAINMENT HOLDINGS INC CL A00165C3022$60.00%
498DOGECOIN CASH INCDOGP93$30.00%
499INLAND REAL ESTATE INCOME TRUST INCINRE2,593$00.00%
500GLATFELTER CORP OLD377320106143$00.00%