Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001599868-24-000011

Total Value
$3.47B
Positions
3,970
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF922908736323,397$124.1M5.24%
2ISHARES CORE DIVIDEND GROWTH ETF46434V6211,689,589$105.9M4.47%
3VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF922908512496,917$83.3M3.52%
4VANGUARD MID CAP GROWTH ETF922908538304,606$74.1M3.13%
5ISHARES S&P 500 INDEX464287200111,762$64.5M2.72%
6JPMORGAN ACTIVE VALUE ETF46641Q167966,128$61.9M2.61%
7BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A121,680$56.0M2.36%
8JPMORGAN ACTIVE GROWTH ETF46654Q609651,741$50.1M2.11%
9ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307547,910$40.0M1.69%
10APPLE INCAAPL159,782$37.2M1.57%
11INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ1,969,430$37.0M1.56%
12INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ1,845,707$36.4M1.54%
13INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ1,740,590$35.9M1.52%
14VANGUARD S&P 500 ETF92290836364,812$34.2M1.44%
15SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF78464A300368,655$32.0M1.35%
16SPDR PORTFOLIO S&P 500 VALUE ETF78464A508599,173$31.7M1.34%
17VANGUARD INTERMEDIATE-TERM BOND921937819377,050$29.5M1.25%
18VANGUARD SMALL CAP ETF922908751122,374$29.0M1.22%
19VANGUARD FTSE DEVELOPED MARKETS ETF921943858550,366$29.0M1.22%
20INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFIVZ497,839$27.6M1.16%
21VANGUARD SMALL CAP GROWTH ETF922908595101,261$27.0M1.14%
22VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775403,984$25.5M1.07%
23VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081674,801$24.1M1.02%
24VANGUARD SHORT-TERM BOND ETF921937827298,028$23.5M0.99%
25SCHWAB U.S. BROAD MARKET ETF808524102347,329$23.1M0.97%
26VANGUARD VALUE ETF922908744130,396$22.8M0.96%
27MICROSOFTMSFT51,014$22.0M0.93%
28SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853467,400$21.3M0.90%
29SPDR S&P 500 ETFSPY36,051$20.7M0.87%
30NVIDIA CORPNVDA164,438$20.0M0.84%
31ISHARES AMT-FREE MUNI BOND ETF464288414182,754$19.8M0.84%
32VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407391,553$19.7M0.83%
33SCHWAB US TIPS ETF808524870366,348$19.6M0.83%
34ISHARES S&P 500 GROWTH ETF464287309203,920$19.5M0.82%
35SCHWAB SHORT-TERM US TREASURY ETF808524862391,978$19.2M0.81%
36INVESCO S&P MIDCAP QUALITY ETFIVZ160,314$16.4M0.69%
37VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF921910840125,764$16.1M0.68%
38SPDR SER TR S&P 400 MID CAP VALUE ETF78464A839201,871$16.0M0.68%
39VANGUARD INTERMEDIATE TERM CORP BOND FD ETF92206C870181,950$15.2M0.64%
40VANGUARD SMALL CAP VALUE ETF92290861173,832$14.8M0.63%
41AMAZON.COM INCAMZN73,336$13.7M0.58%
42ZACKS SMALL/MID CAP ETF98888G204411,352$13.6M0.57%
43ISHARES 1-3 YR CREDIT BOND ETF464288646221,150$11.6M0.49%
44META PLATFORMS INC CL AMETA20,192$11.6M0.49%
45VANGUARD FTSE EMERGING MARKETS ETF922042858235,264$11.3M0.48%
46ABBVIE INC COMABBV54,030$10.7M0.45%
47SCHWAB US DIVIDEND EQUITY ETF808524797124,601$10.5M0.44%
48UNION PAC CORP COMUNP42,091$10.4M0.44%
49SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847187,913$10.3M0.43%
50EXXON MOBIL CORP COMXOM84,570$9.9M0.42%
51XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432268,392$9.9M0.42%
52ORACLE CORPORATIONORCL-PD57,330$9.8M0.41%
53VANGUARD MID CAP92290862937,557$9.4M0.40%
54SCHWAB US MID-CAP ETF808524508110,412$9.2M0.39%
55BOEING CO COMBA-PA60,153$9.1M0.39%
56SWAN HEDGED EQUITY US LARGE CAP ETF53656F599407,744$9.1M0.38%
57ALPHABET INC.GOOG54,561$9.0M0.38%
58VANGUARD HIGH DIVIDEND YIELD92194640667,987$8.7M0.37%
59JPMORGAN CHASE & CO. COMVYLD41,136$8.7M0.37%
60ISHARES FLOATING RATE BOND ETF46429B655168,817$8.6M0.36%
61ISHARES S&P SMALLCAP 600 ETF46428780472,328$8.5M0.36%
62VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF921946885124,405$8.3M0.35%
63VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768123,169$8.0M0.34%
64SPDR PORTFOLIO EMERGING MARKETS ETF78463X509186,910$7.7M0.33%
65SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40990,975$7.5M0.32%
66HOME DEPOTHD18,213$7.4M0.31%
67INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFIVZ313,915$7.4M0.31%
68POWERSHARES QQQ TRIVZ14,949$7.3M0.31%
69ISHARES CORE S&P MID CAP ETF464287507109,710$6.8M0.29%
70SCH US REIT ETF808524847282,191$6.5M0.28%
71SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889171,280$6.4M0.27%
72VANGUARD REIT INDEX ETF92290855365,463$6.4M0.27%
73SCHWAB US AGGREGATE BOND ETF808524839131,630$6.3M0.26%
74COSTCO WHOLESALE CORP22160K1056,945$6.2M0.26%
75VANGUARD TOTAL STOCK MARKET ETF92290876921,625$6.1M0.26%
76VANGUARD LARGE CAP92290863723,186$6.1M0.26%
77SPDR GOLD MINISHARES TRUSTGLDW112,716$5.9M0.25%
78ISHARES RUSSELL 1000 ETF46428762218,146$5.7M0.24%
79JOHNSON & JOHNSON COMJNJ34,120$5.5M0.23%
80GOLDMAN SACHS GROUP INCGSCE11,056$5.5M0.23%
81FISERV INCFISV29,798$5.4M0.23%
82MASTERCARD INCMA10,612$5.2M0.22%
83TESLA INC COMTSLA19,586$5.1M0.22%
84UNITEDHEALTH GROUPUNH8,729$5.1M0.22%
85MCDONALDS CORP COMMCD16,547$5.0M0.21%
86ACCENTURE PLC IRELAND SHS CLASS AACN13,550$4.8M0.20%
87SPDR PORTFOLIO AGGREGATE BOND ETF78464A649176,022$4.6M0.19%
88ISHARES RUSSELL TOP 200 GROWTH ETF46428943820,881$4.6M0.19%
89AMERICAN EXPRESS CO COMAXP16,926$4.6M0.19%
90BANK AMERICA CORP COM060505104115,412$4.6M0.19%
91PROCTER AND GAMBLE CO COM74271810928,204$4.6M0.19%
92FIRST TRUST CAPITAL STRENGTH ETF33733E10450,228$4.6M0.19%
93ABBOTT LABS COMABLZF39,900$4.5M0.19%
94SALESFORCE COMCRM16,557$4.5M0.19%
95TECHNOLOGY SELECT SECTOR SPDR81369Y80319,684$4.4M0.19%
96DISNEY WALT CO COM25468710646,195$4.4M0.19%
97ISHARES RUSSELL 1000 GROWTH ETF46428761411,732$4.4M0.19%
98DANAHER CORPORATION COM23585110215,750$4.4M0.18%
99VANGUARD TOTAL BOND MARKET ETF92193783555,885$4.2M0.18%
100SCHWAB US LARGE CAP GROWTH ETF80852430039,335$4.1M0.17%
101JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33268,379$4.1M0.17%
102VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267686,504$4.1M0.17%
103STRYKER CORPSYK11,120$4.0M0.17%
104AUTOMATIC DATA PROCESSING INC COMADP14,473$4.0M0.17%
105ISHARES CORE MSCI EAFE ETF46432F84251,190$4.0M0.17%
106CHEVRON CORP NEW COMCVX27,117$4.0M0.17%
107KROGER CO COMKR68,342$3.9M0.17%
108ELI LILLY & CO COMLLY4,344$3.8M0.16%
109ALPHABET INC CAP STK CL CGOOG22,780$3.8M0.16%
110SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101128,241$3.8M0.16%
111BLACKROCK INCBLK3,958$3.8M0.16%
112ABRDN PHYSICAL SILVER SHARES ETFSIVR125,854$3.7M0.16%
113BROADCOM INC COMAVGO21,682$3.7M0.16%
114VISA INCV13,517$3.7M0.16%
115ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40785,136$3.7M0.16%
116SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474121,558$3.7M0.16%
117CISCO SYS INCCSCO67,613$3.6M0.15%
118ISHARES CORE MSCI EMERGING MARKETS ETF46434G10362,649$3.6M0.15%
119ONEOK INC NEW COMOKE37,657$3.4M0.14%
120DIMENSIONAL INTERNATIONAL VALUE ETF25434V80789,968$3.4M0.14%
121HONEYWELL INTL INC43851610616,239$3.4M0.14%
122FREEPORT MCMORAN COPPERFCX66,890$3.3M0.14%
123SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80546,518$3.3M0.14%
124MICRON TECHNOLOGYMU30,763$3.2M0.13%
125ISHARES RUSSELL 1000 VALUE ETF46428759816,701$3.2M0.13%
126ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715025,160$3.2M0.13%
127WELLS FARGO CO NEW COM94974610155,702$3.1M0.13%
128SCHWAB INTERNATIONAL EQUITY ETF80852480576,452$3.1M0.13%
129PEPSICO INC COMPEP18,313$3.1M0.13%
130NVIDIA CORPNVDA25,436$3.1M0.13%
131WALMART INC COMWMT37,563$3.0M0.13%
132SCHWAB STRATEGIC TR US LRG CAP ETF80852420144,037$3.0M0.13%
133CITIGROUP INCC-PR47,507$3.0M0.13%
134MICROSOFTMSFT6,874$3.0M0.12%
135ISHARES MSCI EAFE ETF46428746535,047$2.9M0.12%
136ISHARES RUSSELL MIDCAP GROWTH ETF46428748125,049$2.9M0.12%
137ECOLAB INC COMECL11,449$2.9M0.12%
138NIKE INC CLASS BNKE32,435$2.9M0.12%
139ISHARES S&P 500 VALUE ETF46428740814,046$2.8M0.12%
140BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.8M0.12%
141SPDR GOLD ETFGLD11,060$2.7M0.11%
142KINDER MORGAN INCEP-PC115,634$2.6M0.11%
143ISHARES AGGREGATE BOND ETF46428722625,072$2.5M0.11%
144ISHARES MSCI EAFE SMALL CAP ETF46428827336,600$2.5M0.10%
145ISHARES GOLD TRUST ETFIAU49,213$2.4M0.10%
146INTERCONTINENTALEXCHINTL45866F10414,963$2.4M0.10%
147NEXTERA ENERGY INC COMNEE-PW27,665$2.3M0.10%
148APPLE INCAAPL9,897$2.3M0.10%
149BADGER METER INC COMBMI10,486$2.3M0.10%
150SCHWAB EMERGING MARKET EQ ETF80852470678,167$2.3M0.10%
151DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73280,043$2.3M0.10%
152OCCIDENTAL PETE CORP COM67459910542,741$2.2M0.09%
153VANGUARD RUSSELL 1000 GROWTH ETF92206C68023,070$2.2M0.09%
154ISHARES S&P SMALLCAP 600 VALUE ETF46428787920,507$2.2M0.09%
155DIMENSIONAL US LARGE CAP VALUE ETF25434V66671,601$2.2M0.09%
156VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43774,833$2.2M0.09%
157DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V20369,113$2.2M0.09%
158ISHARES S&P MIDCAP 400 VALUE ETF46428770517,305$2.1M0.09%
159AMAZON.COM INCAMZN11,440$2.1M0.09%
160ISHARES 1-3 YR TREASURY BOND ETF46428745725,550$2.1M0.09%
161NETFLIX COM INCNFLX2,989$2.1M0.09%
162INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETFIVZ88,559$2.1M0.09%
163REPUBLIC SERVICES INC76075910010,073$2.0M0.09%
164DOW INC COMDOW37,013$2.0M0.09%
165FINANCIAL SELECT SECTOR SPDR81369Y60543,228$2.0M0.08%
166META PLATFORMS INC CL AMETA3,411$2.0M0.08%
167GE AEROSPACE COM NEW36960430110,353$2.0M0.08%
168XTRACKERS S&P 500 ESG ETF23305114337,032$1.9M0.08%
169INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70414,355$1.9M0.08%
170ISHARES IBOXX CORPORATE BOND ETF46428724216,973$1.9M0.08%
171NOVO-NORDISK A S ADRNONOF16,090$1.9M0.08%
172HOULIHAN LOKEY INC CL AHLI12,095$1.9M0.08%
173THERMO FISHER SCIENTIFIC INC COMTMO3,073$1.9M0.08%
174ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD46429B69720,814$1.9M0.08%
175ISHARES SEMICONDUCTOR ETF4642875238,199$1.9M0.08%
176DEERE & CO COMDE4,516$1.9M0.08%
177SPDR PORTFOLIO HIGH YIELD BOND ETF78468R60677,699$1.9M0.08%
178HEALTH CARE SELECT SECTOR SPDR81369Y20912,062$1.9M0.08%
179CONOCOPHILLIPS COMCOP17,553$1.8M0.08%
180ALPHABET INC.GOOG11,084$1.8M0.08%
181FIDELITY WISE ORIGIN BITCOIN FUNDFBTC32,996$1.8M0.08%
182CHURCH & DWIGHT CO INC COMCHD17,469$1.8M0.08%
183QUALCOMM INCQCOM10,757$1.8M0.08%
184INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETFIVZ77,238$1.8M0.08%
185US FOODS HLDG CORP COMUSFD29,000$1.8M0.08%
186INTL BUSINESS MACHINESINTR8,062$1.7M0.07%
187PAYPAL HLDGS INC COMPYPL22,087$1.7M0.07%
188VANGUARD S&P 500 VALUE ETF9219327039,012$1.7M0.07%
189CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4078,538$1.7M0.07%
190DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77363,327$1.7M0.07%
191ISHARES SILVER TRUST ETFSLV59,366$1.7M0.07%
192CORTEVA INC COMCTVA28,643$1.7M0.07%
193VANGUARD S&P MID-CAP 400 VALUE ETF92193284417,551$1.7M0.07%
194SCHWAB 5-10 YEAR CORPORATE BOND ETF80852469836,379$1.7M0.07%
195INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETFIVZ68,165$1.7M0.07%
196ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3968,210$1.7M0.07%
197DIMENSIONAL U.S. TARGETED VALUE ETF25434V60929,869$1.7M0.07%
198ISHARES COHEN & STEERS RLTY46428756425,076$1.7M0.07%
199BECTON DICKINSON & CO COMBDX6,843$1.6M0.07%
200WATSCO INC COMWSO-B3,299$1.6M0.07%
201JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20329,377$1.6M0.07%
202CHARLES SCHWAB CORPSCHW-PJ24,837$1.6M0.07%
203WD 40 CO COMWDFC6,237$1.6M0.07%
204DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V78155,155$1.6M0.07%
205FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928089,179$1.6M0.07%
206ISHARES 10-20 YEAR TREASURY BOND ETF46428865314,414$1.6M0.07%
207VANGUARD DIVIDEND APPRECIATION ETF9219088447,927$1.6M0.07%
208PERMIAN RESOURCES CORP CLASS A COMPR114,601$1.6M0.07%
209JPMORGAN CHASE & CO. COMVYLD7,379$1.6M0.07%
210INVESCO S&P 500 TOP 50 ETFIVZ32,277$1.5M0.06%
211GILDAN ACTIVEWEAR INC COMGIL32,400$1.5M0.06%
212SHERWIN WILLIAMS CO COMSHW3,977$1.5M0.06%
213PFIZER INC COMPFE52,177$1.5M0.06%
214NUVEEN QUALITY MUNCP INCOME FD COMNU121,506$1.5M0.06%
215ISHARES RUSSELL TOP 200 ETF46428944610,697$1.5M0.06%
216UNITEDHEALTH GROUPUNH2,561$1.5M0.06%
217TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391008,603$1.5M0.06%
218COCA COLA CO COMKO20,784$1.5M0.06%
219MicroStrategy Inc Class ASTRK8,840$1.5M0.06%
220ISHARES RUSSELL 2000 ETF4642876556,641$1.4M0.06%
221CONSTRUCTION PARTNERS INC COM CL AROAD20,667$1.4M0.06%
222FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50624,262$1.4M0.06%
223BROOKFIELD CORP CL A LTD VT SH11271J10726,827$1.4M0.06%
224SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF78464A82116,149$1.4M0.06%
225SCHWAB ETFS- US SMALL-CAP ETF80852460727,042$1.4M0.06%
226CONOCOPHILLIPS COMCOP13,164$1.4M0.06%
227ADVANCED MICRO DEVICES INC COMAMD8,435$1.4M0.06%
228AT&T INC COMT-PC62,742$1.4M0.06%
229COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85215,085$1.4M0.06%
2303M CO COMMMM9,796$1.3M0.06%
231OPEN TEXT CORP COMOTEX40,000$1.3M0.06%
232UTILITIES SELECT SECTOR SPDR FUND81369Y88616,408$1.3M0.06%
233FIRST TRUST BUYWRITE INCOME ETF33738R30857,485$1.3M0.06%
234FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF21,300$1.3M0.06%
235PRIMERICA INC COMPRI4,928$1.3M0.06%
236TJX COS INC NEW COM87254010910,914$1.3M0.05%
237INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ65,252$1.3M0.05%
238RBC BEARINGS INC COMRBC4,248$1.3M0.05%
239ISHARES U.S. FINANCIALS ETF46428778812,115$1.3M0.05%
240CROWN CASTLE INTL CORPCCI10,600$1.3M0.05%
241ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD46428986721,145$1.3M0.05%
242OMNICOM GROUP INC COMOMC12,050$1.2M0.05%
243ORACLE CORPORATIONORCL-PD7,284$1.2M0.05%
244VANECK SEMICONDUCTOR ETF92189F6765,053$1.2M0.05%
245ARMSTRONG WORLD INDS INC NEW COM04247X1029,416$1.2M0.05%
246ASCENDIS PHARMA A/S SPONSORED ADRASND8,212$1.2M0.05%
247THOR INDS INC COM88516010111,108$1.2M0.05%
248ISHARES MSCI WORLD ETF4642863927,748$1.2M0.05%
249PHILLIPS 66PSX9,216$1.2M0.05%
250PROSHARES ULTRA QQQ74347R20611,885$1.2M0.05%
251AXON ENTERPRISE INC COMAXON2,995$1.2M0.05%
252HILLMAN SOLUTIONS CORP COMHLMN112,636$1.2M0.05%
253NUVEEN AMT FREE QLTY MUN INCME COMNU99,136$1.2M0.05%
254ASML HOLDING N V N Y REGISTRY SHSASMLF1,413$1.2M0.05%
255RENAISSANCERE HLDGS LTD COMRNR-PG4,300$1.2M0.05%
256NETFLIX COM INCNFLX1,632$1.2M0.05%
257ENERGY SELECT SECTOR SPDR81369Y50613,257$1.2M0.05%
258TESLA INC COMTSLA4,392$1.1M0.05%
259NOVARTIS AG SPONSORED ADRNVSEF9,956$1.1M0.05%
260LOWES COS INC COM5486611074,202$1.1M0.05%
261DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30240,918$1.1M0.05%
262WARNER MUSIC GROUP CORP COM CL AWMG35,800$1.1M0.05%
263LANDSTAR SYS INC COMLSTR5,838$1.1M0.05%
264VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40913,767$1.1M0.05%
265CATERPILLAR INC COMCAT2,792$1.1M0.05%
266AERCAP HOLDINGS NV SHSAER11,500$1.1M0.05%
267ISHARES ESG AWARE MSCI EM ETF46434G86329,786$1.1M0.05%
268REAL ESTATE SELECT SECTOR SPDR FUND81369Y86023,953$1.1M0.05%
269GENERAL MOTORS CORP37045V10023,817$1.1M0.05%
270CHUBB LIMITED COMCB3,700$1.1M0.05%
271TE CONNECTIVITY LTDTEL7,000$1.1M0.04%
272STATE STR CORP COMSTT-PG11,900$1.1M0.04%
273COMFORT SYS USA INC COM1999081042,680$1.0M0.04%
274ISHARES TR RUSSELL MIDCAP INDEX FD46428749911,852$1.0M0.04%
275CENCORA INC COMCOR4,639$1.0M0.04%
276ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863819,363$1.0M0.04%
277INVESCO AEROSPACE & DEFENSE ETFIVZ9,022$1.0M0.04%
278LABCORP HOLDINGS INC COM SHSLH4,625$1.0M0.04%
279VERIZON COMMUNICATIONSVZ22,900$1.0M0.04%
280ARROW ELECTRS INC COM0427351007,700$1.0M0.04%
281ISHARES RUSSELL MID-CAP VALUE ETF4642874737,668$1.0M0.04%
282ATMOS ENERGY CORPATO7,300$1.0M0.04%
283FULLER H B CO COMFUL12,674$1.0M0.04%
284MEDTRONIC PLC SHSMDT11,100$999,3330.04%
285KKR & CO INC COMKKRT7,613$994,1050.04%
286TEXAS INSTRS INC COM8825081044,767$984,8020.04%
287PRUDENTIAL FINL INC COMPUKPF8,126$984,1690.04%
288CBRE GROUP INC CL ACBRE7,900$983,3920.04%
289RTX CORPORATION COMRTX8,134$980,4530.04%
290VANGUARD TOTAL WORLD STOCK ETF9220427428,186$979,9560.04%
291CHEESECAKE FACTORY INC COMCAKE24,095$977,0520.04%
292ENERGY TRANSFER L P COM UT LTD PTNET-PI60,868$976,9430.04%
293AUTOZONE INC COMAZO308$970,2120.04%
294AUTODESK INC COMADSK3,469$955,6400.04%
295LKQ CORP COMLKQ23,800$950,0960.04%
296ISHARES GLOBAL 100 ETF4642875729,579$949,9380.04%
297RB GLOBAL INC COMRBA11,733$944,3890.04%
298UNIFIRST CORP MASS COMUNF4,724$938,5540.04%
299MICROSECTORS GOLD MINERS 3X LEVERAGED ETN06367965820,000$935,6000.04%
300FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84615,761$933,5290.04%
301MONSTER BEVERAGE CORP NEW COMMNST17,856$931,5470.04%
302SCHWAB INTERMEDIATE-TERM US TREASURY ETF80852485418,380$930,0730.04%
303GENERAL DYNAMICS CORP COMGD3,072$928,6210.04%
304EVERTEC INC COMEVTC27,312$925,6030.04%
305SCHWAB INTL SMALL CAP ETF80852488823,904$921,0210.04%
306PHILIP MORRIS INTL INC7181721097,570$918,9980.04%
307BP PLC SPONSORED ADRBPPFF29,108$913,7190.04%
308SITEONE LANDSCAPE SUPPLY INC COMSITE6,042$911,7980.04%
309INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ42,938$906,8620.04%
310GETTY RLTY CORP NEW COM37429710928,215$897,5190.04%
311KRAFT HEINZ CO COMKHC25,559$897,3760.04%
312OCCIDENTAL PETE CORP COM67459910517,400$896,7960.04%
313PENTAIR PLC SHSPNR9,163$896,1460.04%
314SPDR PORTFOLIO S&P 500 ETF78464A85413,230$893,1610.04%
315JOHN BEAN TECHNOLOGIES CORP COMJBTM9,061$892,5990.04%
316RLI CORP COMRLI5,722$886,7950.04%
317ISHARES S&P MIDCAP 400 GROWTH INDEX4642876069,616$884,0530.04%
318MERCK & CO INCMRK7,771$882,4820.04%
319CHOICE HOTELS INTL INC COM1699051066,748$879,2640.04%
320MORGAN STANLEYMS-PQ8,407$876,4460.04%
321DISCOVER FINL SVCS COM2547091086,200$869,7980.04%
322VANGUARD RUSSELL 1000 VALUE ETF92206C71410,411$867,6020.04%
323ISHARES MSCI INDIA ETF46429B59814,816$867,1800.04%
324COMCAST CORP NEW CL ACCZ20,883$866,8500.04%
325FEDEX CORPFDX3,163$865,6920.04%
326EATON CORP PLC SHSETN2,594$860,0540.04%
327VERTEX PHARMACEUTICALS INVRTX1,839$855,2820.04%
328EOG RESOURCES INCEOG6,900$848,2170.04%
329SCOTTS MIRACLE-GRO CO CL ASMG9,713$842,1570.04%
330AZENTA INC COMAZTA17,065$826,6280.03%
331NATIONAL BEVERAGE CORP COMFIZZ17,564$824,4540.03%
332AMGEN INCAMGN2,550$821,7770.03%
333FORD MOTOR COMPANY34537086077,615$819,6180.03%
334PROGRESSIVE CORP COM7433151033,221$817,3980.03%
335SALESFORCE COMCRM2,966$811,8230.03%
336JOHNSON & JOHNSON COMJNJ4,994$809,3270.03%
337SHOPIFY INC CL ASHOP10,077$807,5700.03%
338ISHARES CORE MODERATE ALLOCATION ETF46428987517,889$806,9790.03%
339STANLEY BLACK & DECKER INC COMSWK7,300$803,9490.03%
340FIDELITY NASDAQ COMPOSITE INDEX ETF31591280811,220$803,3870.03%
341SABA CLOSED END FUNDS ETF30151E80635,974$800,4210.03%
342ISHARES TR S&P AGGRESSIVE ALLOCATION FD46428985910,084$795,7740.03%
343CANADIAN PACIFIC KANSAS CITY COMCP9,273$793,2200.03%
344WOODWARD INC COMWWD4,600$788,9460.03%
345CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3089,467$785,7610.03%
346GILEAD SCIENCES INCGILD9,422$782,4100.03%
347HUBBELL INC COMHUBB1,805$773,5010.03%
348STOCK YDS BANCORP INC COM86102510412,472$773,1390.03%
349VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,312$769,9620.03%
350DENTSPLY SIRONA INC COMXRAY28,400$768,5040.03%
351BROADCOM INC COMAVGO4,437$765,3820.03%
352MASIMO CORP COMMASI5,731$764,1140.03%
353M/I HOMES INC COMMHO4,456$763,5800.03%
354OPTION CARE HEALTH INC COM NEWOPCH24,300$760,5900.03%
355ISHARES DJ SELECT DIVIDEND4642871685,604$757,0280.03%
356FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10220,787$756,2600.03%
357GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ4,208$753,9150.03%
358ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885139,354$751,1790.03%
359STARBUCKS CORP COMSBUX7,700$750,7300.03%
360CARMAX INC COMKMX9,700$750,5860.03%
361ISHARES RUSSELL 2000 VALUE ETF4642876304,482$747,7050.03%
362WISDOMTREE FLOATING RATE TREASURY FUNDWT14,856$746,1090.03%
363ALTRIA GROUP INC COMMO14,506$740,4050.03%
364CANADIAN NATURAL RESOURCES LTD13638510121,995$730,4530.03%
365BANK HAWAII CORP COM06254010911,593$727,6920.03%
366AVERY DENNISON CORP COMAVY3,294$727,1830.03%
367INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ14,447$725,6380.03%
368MONDAY COM LTD SHSMNDY2,611$725,2570.03%
369ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882817,731$723,5390.03%
370BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,570$722,6080.03%
371ISHARES U.S. MEDICAL DEVICES ETF46428881012,092$716,1030.03%
372ISHARES TIPS BOND ETF4642871766,473$715,1570.03%
373ISHARES MSCI FRONTIER 100 ETF46428614525,790$710,0060.03%
374PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND72201R30412,293$709,9210.03%
375BLUE OWL CAPITAL INC COM CL AOWL36,644$709,4270.03%
376SPDR PORTFOLIO CORPORATE BOND ETF78464A14423,617$709,2180.03%
377ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85318,672$703,0000.03%
378LOCKHEED MARTIN CORPLMT1,200$701,6760.03%
379MASTERCARD INCMA1,413$697,7390.03%
380VANGUARD SHORT-TERM TREASURY ETF92206C10211,807$696,8710.03%
381REGENERON PHARMACEUTICALS INCREGN662$695,9200.03%
382UNILEVER PLC SPON ADR NEWUNLYF10,700$695,0720.03%
383ADAPTIVE ALPHA OPPORTUNITIES ETFSTHO24,076$694,6740.03%
384HASBRO INC COMHAS9,600$694,2720.03%
385GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y71521,591$694,1530.03%
386SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6637,427$681,8890.03%
387FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF33738D87927,506$677,7700.03%
388REALTY INCOME CORPO10,658$675,9310.03%
389ILLINOIS TOOL WKS INC COM4523081092,578$675,7960.03%
390PROLOGIS INC. COMPLDGP5,346$675,0920.03%
391INTUITIVE SURGICAL, INC.ISRG1,373$674,5130.03%
392COHEN & STEERS QUALITY INCOME RLTY FD INC19247L10647,598$674,4630.03%
393FTAI AVIATION LTD SHSFTAIN5,074$674,3340.03%
394NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTNU51,265$671,5710.03%
395EOG RESOURCES INCEOG5,459$671,1230.03%
396VANGUARD HEALTH CARE ETF92204A5042,374$670,0850.03%
397INSULET CORP COMPODD2,871$668,2250.03%
398VANGUARD LONG-TERM TREASURY ETF92206C84710,856$668,1020.03%
399CSW INDUSTRIALS INC COMCSW1,818$666,0970.03%
400HESS CORP COMHESM4,902$665,6910.03%
401ALBANY INTL CORP CL A0123481087,402$657,6670.03%
402SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R5236,591$656,3310.03%
403BRIGHT HORIZONS FAM SOL IN DEL COM1091941004,674$654,9670.03%
404KENVUE INC COMKVUE27,777$642,4820.03%
405VERIZON COMMUNICATIONSVZ13,972$636,9640.03%
406BANK AMERICA CORP COM06050510415,900$630,9120.03%
407WASTE MANAGEMENT INC94106L1093,023$627,7080.03%
408L3HARRIS TECHNOLOGIES INC COMLHX2,637$627,2630.03%
409DELL TECHNOLOGIES INC CL CDELL5,288$626,9330.03%
410NVENT ELECTRIC PLC SHSNVT8,907$625,8290.03%
411BLACKROCK MUNI INTERDURATION FD INC COMBLK49,684$625,0240.03%
412ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860412,764$624,9420.03%
413LANTHEUS HLDGS INC COMLNTH5,664$621,6240.03%
414DORIAN LPG LTD SHS USDLPG18,000$619,5600.03%
415INGREDION INC COMINGR4,500$618,4350.03%
416DISNEY WALT CO COM2546871066,428$618,3090.03%
417GE VERNOVA INC COMGEV2,423$617,8160.03%
418ELEVANCE HEALTH INC COMELV1,178$612,9650.03%
419VISA INCV2,217$609,5640.03%
420VAXCYTE INC COMPCVX5,332$609,2870.03%
421SAMSARA INC COM CL AIOT12,370$595,2440.03%
422SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20019,269$594,4560.03%
423ISHARES CORE S&P U.S. GROWTH ETF4642876714,496$593,1550.03%
424BOSTON SCIENTIFIC CORP COMBSX7,060$591,6280.02%
425DIMENSIONAL U.S. SMALL CAP ETF25434V5009,078$588,8350.02%
426RANGE RES CORP COMRRC19,118$588,0690.02%
427CLEVELAND-CLIFFS INC NEW COMCLF45,969$587,0240.02%
428SUN CMNTYS INC COM8666741044,328$584,9290.02%
429FIDELITY ENHANCED INTERNATIONAL ETF31609A40419,274$583,6160.02%
430INNOVATOR GROWTH-100 POWER BUFFER ETF - JULYINHD9,337$567,8760.02%
431DNP SELECT INCOME FD INC23325P10456,433$566,5870.02%
432EXXON MOBIL CORP COMXOM4,826$565,7030.02%
433ZIONS BANCORPORATION N A COM98970110711,955$564,5150.02%
434LPL FINL HLDGS INC COM50212V1002,416$562,1000.02%
435PTC INC COMPTC3,104$560,7680.02%
436TAPESTRY INC COMTPR11,924$560,2050.02%
437FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451022,905$555,7550.02%
438STARBUCKS CORP COMSBUX5,675$553,2550.02%
439SENTINELONE INC CL AS23,114$552,8860.02%
440HERSHEY CO COMHSY2,873$550,9830.02%
441HCA INCHCA1,350$548,6800.02%
442THERMO FISHER SCIENTIFIC INC COMTMO883$546,1970.02%
443PIMCO CORPORATE & INCOME OPPOR COMPTY37,790$543,7980.02%
444ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057079,503$542,3360.02%
445LEGEND BIOTECH CORP SPONSORED ADSLEGN11,097$540,7560.02%
446ZOETIS INC CL AZTS2,748$536,9040.02%
447VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327785,798$536,1640.02%
448MACOM TECH SOLUTIONS HLDGS INC COM55405Y1004,802$534,2700.02%
449INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETFIVZ24,006$531,7320.02%
450SERVICENOW INC COMNOW594$531,2670.02%
451IDEX CORP COM45167R1042,463$528,3130.02%
452REGAL REXNORD CORPORATION COMRRX3,182$527,8300.02%
453SHARKNINJA INC COM SHSSN4,829$524,9600.02%
454TOLL BROTHERS INC COMTOL3,396$524,6480.02%
455FIDELITY MSCI HEALTH CARE INDEX ETF3160926007,102$517,0450.02%
456VERTIV HOLDINGS CO COM CL AVRT5,195$516,8500.02%
457PROCTER AND GAMBLE CO COM7427181092,983$516,6550.02%
458SPDR S&P 600 SMALL CAP GROWTH ETF78464A2015,544$516,2150.02%
459TRANSUNION COMTRU4,901$513,1340.02%
460HENRY JACK & ASSOC INC COM4262811012,891$510,3770.02%
461ENTERPRISE PRODS PARTNERS L P29379210717,409$506,7780.02%
462ISHARES U.S. AEROSPACE & DEFENSE ETF4642887603,355$502,1180.02%
463AVANTOR INC COMAVTR19,404$501,9810.02%
464RH TACTICAL ROTATION ETFSTHO31,904$501,6610.02%
465BOEING CO COMBA-PA3,288$499,9070.02%
466ABBVIE INC COMABBV2,526$498,8340.02%
467SAIA INC COMSAIA1,134$495,8520.02%
468TRADEWEB MKTS INC CL A8926721064,000$494,6800.02%
469ANFIELD U.S. EQUITY SECTOR ROTATION ETF90214Q73329,027$491,6500.02%
470WINGSTOP INC COMWING1,174$488,4770.02%
471KINSALE CAP GROUP INC COM49714P1081,049$488,3820.02%
472SPDR S&P INSURANCE ETF78464A7898,520$483,5190.02%
473MAYVILLE ENGR CO INC COM57860510722,919$483,1320.02%
474MERCK & CO INCMRK4,241$481,6070.02%
475ROKU INC COM CL AROKU6,418$479,1670.02%
476WISDOMTREE U.S. HIGH DIVIDEND FUNDWT5,089$477,4200.02%
477INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULYINHD11,764$476,2050.02%
478VANECK HIGH YIELD MUNI ETF92189H4098,923$473,5430.02%
479BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410510,000$472,9000.02%
480ISHARES CORE TOTAL USD BOND MARKET ETF46434V61310,000$471,2000.02%
481DYNATRACE INC COM NEWDT8,797$470,3750.02%
482ISHARES BIOTECHNOLOGY ETF4642875563,229$470,1420.02%
483AVANTIS INTERNATIONAL EQUITY ETF0250727036,973$467,4000.02%
484EXPEDITORS INTL WASH INC COM3021301093,531$463,9730.02%
485JANUS HENDERSON SHORT DURATION INCOME ETF47103U8869,446$463,2790.02%
486ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,365$463,2510.02%
487CARLISLE COS INC COM1423391001,028$462,3430.02%
488TRANE TECHNOLOGIES PLC SHSTT1,186$461,3800.02%
489ALERIAN MLP ETF00162Q4529,775$460,7230.02%
490ISHARES AGENCY BOND ETF4642881664,171$460,5620.02%
491XTRACKERS RUSSELL US MULTIFACTOR ETF2330514818,383$459,1150.02%
492KYNDRYL HLDGS INC COMMON STOCKKD19,974$459,0020.02%
493MARSH & MCLENNAN COS INC COM5717481022,034$453,8930.02%
494EQUITY RESIDENTIAL SH BEN INTEQR6,053$450,7280.02%
495CENTENE CORP DEL COMCNC5,953$448,1410.02%
496SCHWAB US LARGE CAP VALUE ETF8085244095,525$444,0970.02%
497BERKLEY W R CORP COMWRB-PH7,822$443,7750.02%
498COLUMBIA INDIA CONSUMER ETF19762B7075,752$442,6260.02%
499DESCARTES SYS GROUP INC COM2499061084,273$439,9480.02%
500ELI LILLY & CO COMLLY495$438,5400.02%