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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

AllSquare Wealth Management LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001633674-23-000001

Total Value
$145.8M
Positions
533
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT TERM CORP BOND FD ETF92206C409307,405$23.1M15.85%
2VANGUARD TOTAL STK MKT922908769100,110$19.1M13.12%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858241,012$10.1M6.94%
4VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407174,827$8.3M5.69%
5RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ76,844$6.8M4.66%
6VANGUARD FTSE EMERGING MARKETS ETF922042858130,909$5.1M3.50%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198224,560$4.7M3.19%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101158,457$3.9M2.66%
9APPLE INCAAPL18,329$2.4M1.63%
10SCHWAB EMERGING MARKET EQ ETF 80852470690,542$2.1M1.47%
11SQUARESPACE INC CLASS A85225A10796,250$2.1M1.46%
12SCHWAB INTERNATIONAL EQUITY ETF80852480560,691$2.0M1.34%
13MICROSOFTMSFT6,639$1.6M1.09%
14VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080533,688$1.6M1.08%
15VANGUARD TOTAL WORLD STOCK ETF92204274216,637$1.4M0.98%
16IPATH BLOOMBERG CMDTY TR ETNVXZ37,957$1.3M0.88%
17VANGUARD FTSE ALL WORLD EX-US ETF92204271812,063$1.2M0.85%
18PACER US CASH COWS 100 ETF69374H88124,025$1.1M0.76%
19JOHNSON & JOHNSON COMJNJ6,192$1.1M0.75%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,524$1.1M0.75%
21VANGUARD TOTAL INTL STOCK IDEX ETF92190976820,135$1.0M0.71%
22VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,684$983,1520.67%
23POWERSHARES QQQ TRIVZ3,316$882,9840.61%
24JPMORGAN CHASE & CO COMVYLD6,566$880,4440.60%
25GOOGLE INCGOOG9,530$840,8320.58%
26INVESCO BUYBACK ACHIEVERS ETFIVZ8,957$766,3180.53%
27EXXON MOBIL CORP COMXOM6,646$733,0540.50%
28INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,004$706,7440.48%
29ARES CAPITAL CORP COMARCC37,154$686,2340.47%
30PROSHARES SHORT 7-10 YEAR TREASURY74348A60822,850$654,6530.45%
31UNITEDHEALTH GROUPUNH1,218$645,7590.44%
32PEPSICO INC COMPEP3,564$643,8720.44%
33SPDR S&P 500 ETF TRUSTSPY1,644$628,7150.43%
34ANAVEX LIFE SCIENCES CORP COM NEWAVXL65,956$610,7530.42%
35AMAZON.COM INCAMZN7,010$588,8400.40%
36ISHARES TIPS BOND ETF4642871765,479$583,1850.40%
37ENBRIDGE INC COMENNPF14,050$548,8070.38%
38MAIN STR CAP CORP COM56035L10414,775$545,9360.37%
39BRISTOL-MYERS SQUIBB CO COMCELG-RI7,575$545,0210.37%
40JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3329,850$536,7270.37%
41BANK AMERICA CORP COM06050510415,760$521,9710.36%
42WISDOMTREE INTL SMALLCAP DIVIDENDWT8,356$484,3140.33%
43FIDELITY LOW VOLATILITY FACTOR ETF31609282410,453$482,7200.33%
44ABBVIE INC COMABBV2,965$479,1740.33%
45ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$476,6780.33%
46REALTY INCOME CORPO7,397$469,1920.32%
47LINDE PLC SHSLIN1,419$462,8490.32%
48VANGUARD TOTAL BOND MARKET ETF9219378356,224$447,1320.31%
49VERIZON COMMUNICATIONSVZ11,023$434,3060.30%
50DEERE & CO COMDE989$424,0440.29%
51BROADCOM INC COMAVGO745$416,5520.29%
52FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX9,037$392,8380.27%
53PFIZER INC COMPFE7,513$384,9660.26%
54BOEING CO COMBA-PA1,965$374,3130.26%
55MERCK & CO INCMRK3,350$371,6830.25%
56ISHARES TR S&P NY MUN BD FD4642883236,724$352,3380.24%
57ISHARES MSCI ACWI EX U.S. ETF4642882407,508$341,6140.23%
58CHEVRON CORP NEW COMCVX1,898$340,6720.23%
59ORACLE CORPORATIONORCL-PD4,099$335,0520.23%
60VANGUARD SMALL CAP ETF9229087511,825$334,8690.23%
61MEDTRONIC PLC SHSMDT4,186$325,3360.22%
62RAYTHEON TECHNOLOGIES CORP COMRTX3,207$323,6500.22%
63RYMAN HOSPITALITY PPTYS INC COM78377T1073,862$315,8340.22%
64ADVANCED MICRO DEVICES INC COMAMD4,846$313,8750.22%
65SPDR DOW JONES INDUSTRIAL ETF78467X109936$310,1250.21%
66HOME DEPOTHD981$309,8590.21%
67INVESCO VARIABLE RATE PREFERRED ETFIVZ13,700$306,7430.21%
68ISHARES MSCI EAFE SMALL CAP ETF4642882735,406$305,3310.21%
69ISHARES DJ SELECT DIVIDEND4642871682,476$298,6060.20%
70INTL BUSINESS MACHINESINTR2,109$297,1950.20%
71DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2899,742$290,9940.20%
72ENTERPRISE PRODS PARTNERS L P29379210711,800$284,6160.20%
73VANGUARD REIT INDEX ETF9229085533,424$282,4120.19%
74ISHARES S&P 500 INDEX464287200729$280,0890.19%
75ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$263,8030.18%
76VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1024,545$262,7920.18%
77GENERAL ELECTRIC CO COM NEW3696043013,095$259,3300.18%
78STARBUCKS CORPSBUX2,600$257,9200.18%
79POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ4,900$252,5460.17%
80VANGUARD FTSE ALL-WORLD EX-US9220427754,990$250,1990.17%
81GOLDMAN SACHS GROUP INCGSCE728$249,9810.17%
82PHILIP MORRIS INTL INC7181721092,256$228,3300.16%
83META PLATFORMS INC CL AMETA1,856$223,3510.15%
84PROCTER AND GAMBLE CO COM7427181091,466$222,1870.15%
85ALPHABET INC CAP STK CL CGOOG2,420$214,7270.15%
86NATIONAL GRID TRANSCO PLCNMPWP3,424$206,5360.14%
87VANGUARD DIVIDEND APPRECIATION ETF9219088441,275$193,6090.13%
88VANGUARD HEALTH CARE ETF92204A504764$189,5100.13%
89PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT17,200$188,8560.13%
90PIONEER NAT RES CO COM723787107813$185,6810.13%
91INTEL CORP COMINTC7,023$185,6180.13%
92PROSHARES SHORT 20 YEAR TREASURY74347X8498,180$185,5220.13%
93TE CONNECTIVITY LTDTEL1,590$182,5320.13%
94ISHARES KLD SEL SOC FD 4642888022,210$181,9270.12%
95HONEYWELL INTL INC438516106842$180,4410.12%
96WP CAREY INC COM92936U1092,300$179,7450.12%
97AT&T INC COMT-PC9,616$177,0310.12%
98HANNON ARMSTRONG SUST INFR CAP COM41068X1005,994$173,7060.12%
99NORFOLK SOUTHN CORP COM655844108684$168,5510.12%
100AMERICAN TOWER CORP NEW COM03027X100777$164,6150.11%
101TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,195$163,5060.11%
102PIMCO DYNAMIC INCOME FD SHS72201Y1018,840$163,3630.11%
103ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$162,7140.11%
104GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8552,744$160,8260.11%
105UNIVERSAL HLTH SVCS 9139031001,125$158,5010.11%
106SHELL PLC SPON ADSRYDAF2,700$153,7650.11%
107ON SEMICONDUCTOR CORP COMON2,450$152,8070.10%
108WASTE MANAGEMENT INC94106L109949$148,8790.10%
109VISA INCV693$143,9780.10%
110INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ575$139,7140.10%
111SALESFORCE COM CRM1,046$138,6890.10%
112ISHARES SEMICONDUCTOR ETF464287523390$135,7120.09%
113ISHARES AMT-FREE MUNI BOND ETF4642884141,285$135,5930.09%
114NOVARTIS AG ADRNVSEF1,479$134,1750.09%
115DISNEY WALT CO COM2546871061,486$129,1040.09%
116ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$126,8530.09%
117ISHARES US FINANCIAL SERVICES ETF464287770802$126,3310.09%
118DOLLAR GEN CORP NEW COM256677105500$123,1250.08%
119KEYCORP COM4932671087,020$122,2880.08%
120DUKE ENERGY CORP NEW COM NEWDUKB1,182$121,7340.08%
121NEXTERA ENERGY INC COMNEE-PW1,454$121,5540.08%
122AMERICAN ELEC PWR CO INC COM0255371011,260$119,6370.08%
123BIOXCEL THERAPEUTICS INC COMBTAI5,527$118,7200.08%
124SIMON PPTY GROUP INC NEW COM8288061091,001$117,5970.08%
125CVS HEALTH CORP COMCVS1,218$113,5050.08%
126THERMO FISHER SCIENTIFIC INC COMTMO202$111,2390.08%
127ISHARES MSCI USA VALUE FACTOR ETF46432F3881,195$108,9120.07%
128CATERPILLAR INC COMCAT448$107,3230.07%
129NBT BANCORP INCNBTB2,471$107,2890.07%
130AMGEN INCAMGN404$106,1070.07%
131OTIS WORLDWIDE CORP COMOTIS1,350$105,7190.07%
132WALMART INC COMWMT740$104,9250.07%
133COMCAST CORP NEW CL ACCZ2,951$103,1960.07%
134CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104813$102,5680.07%
135CARRIER GLOBAL CORPORATION COMCARR2,463$101,5990.07%
136ISHARES U.S. FINANCIALS ETF4642877881,334$100,6770.07%
137SOUTHERN COPPER CORP COMSCCO1,612$97,3490.07%
138ALPS MEDICAL BREAKTHROUGHS ETF00162Q5933,161$96,0310.07%
139CONSOLIDATED EDISON INC COMED1,000$95,3100.07%
140COCA COLA CO COMKO1,496$95,1610.07%
141ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,000$94,9600.07%
142ISHARES RUSSELL 2000 ETF464287655528$92,0620.06%
143JOHNSON CTLS INCG515021051,428$91,3920.06%
144NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$91,1170.06%
145GSK PLC SPONSORED ADRGLAXF2,560$89,9580.06%
146MONDELEZ INTL INC CL A6092071051,346$89,7110.06%
147VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$88,7390.06%
148VANECK MORTGAGE REIT INCOME ETF92189F4527,500$87,5250.06%
149FORD MOTOR COMPANY3453708607,364$85,6400.06%
150ISHARES CORE S&P MID CAP ETF464287507346$83,6940.06%
151ACCENTURE LTD BERMUDA CL AACN309$82,4540.06%
152ELEVANCE HEALTH INC COMELV160$82,0750.06%
153ZOETIS INC COM CL AZTS560$82,0680.06%
154VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$81,4090.06%
155OMEGA HEALTHCARE INVS INC COM6819361002,900$81,0550.06%
156ISHARES NASDAQ BIOTECHNOLOGY464287556597$78,3800.05%
157CISCO SYS INCCSCO1,628$77,5580.05%
158ENTERGY CORP NEW COMENO679$76,3880.05%
159KLA CORP COM NEWKLAC200$75,4060.05%
160CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407575$74,2670.05%
161CLEVELAND-CLIFFS INC NEW COMCLF4,600$74,1060.05%
162NVIDIA CORPNVDA505$73,8010.05%
163NIKE INC CLASS BNKE628$73,4820.05%
164ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$73,2120.05%
165ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$72,0510.05%
166ISHARES FTSE CHINA ETF4642871842,515$71,1750.05%
167RITHM CAPITAL CORP COM NEWRITM-PF8,700$71,0790.05%
168GENERAL MLS INC COM370334104846$70,9370.05%
169PALO ALTO NETWORKS INC COMPANW500$69,7700.05%
170TRUIST FINL CORP COM89832Q1091,613$69,4070.05%
171EMERSON ELEC CO COMEMR703$67,5300.05%
172ANALOG DEVICES INC COMADI411$67,4160.05%
173FISERV INC COMFISV661$66,8070.05%
174PAYPAL HLDGS INC COMPYPL917$65,3090.04%
175INTELLIA THERAPEUTICS INC COMNTLA1,869$65,2090.04%
176INVESCO FTSE RAFI US 1000 ETFIVZ420$65,1630.04%
177DTE ENERGY CO COMDTK552$64,8770.04%
178VANGUARD S&P 500 ETF922908363183$64,2950.04%
179FEDEX CORPFDX369$63,9110.04%
180D R HORTON INC COM23331A109692$61,6850.04%
181JPMORGAN ULTRA-SHORT INCOME ETF46641Q8371,210$60,6570.04%
182ABBOTT LABS COMABLZF541$59,3960.04%
183FIRST TR INTER DURATN PFD & IN COM33718W1033,500$59,0450.04%
184PROSHARES EQUITIES FOR RISING RATES ETF74347B3911,135$57,5900.04%
185ADOBE SYS INCADBE171$57,5470.04%
186MORGAN STANLEYMS-PQ671$57,0480.04%
187ALLSTATE CORPALL-PJ411$55,7320.04%
188NETFLIX COM INCNFLX187$55,1430.04%
189BANK NEW YORK MELLON CORP COM0640581001,203$54,7610.04%
190INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ305$54,6220.04%
191CDW CORP COMCDW305$54,4670.04%
192INTERPUBLIC GROUP COS INC COMINTR1,592$53,0300.04%
193DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,340$52,1820.04%
194ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD464288158500$52,1350.04%
195DIREXION DAILY S&P 500 BEAR 1X SHARES25460E8693,100$51,1810.04%
196MCDONALDS CORP COMMCD194$51,1250.04%
197TAPESTRY INC COMTPR1,335$50,8370.03%
198GENERAL MOTORS CORP37045V1001,500$50,4600.03%
199VANGUARD FINANCIALS ETF92204A405593$49,0590.03%
200GRAINGER W W INC COM38480210488$48,9500.03%
201TRACTOR SUPPLY CO COMTSCO216$48,5940.03%
202ISHARES MSCI USA QUALITY FACTOR ETF46432F339425$48,4330.03%
203L3HARRIS TECHNOLOGIES INC COMLHX232$48,3050.03%
204ISHARES MBS ETF464288588517$47,9520.03%
205REGAL REXNORD CORPORATION COMRRX398$47,7520.03%
206STERIS PLC SHS USDSTE257$47,4650.03%
207BEST BUY INC COMBBY591$47,4040.03%
208ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY535$47,1280.03%
209GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF02364V1072,694$46,8760.03%
210MICROCHIP TECHNOLOGY INC. COMMCHPP659$46,2950.03%
211CANADIAN PAC RY LTD COM13645T100600$44,7540.03%
212AMERICAN EXPRESS CO COMAXP299$44,1770.03%
213KNOT OFFSHORE PARTNERS LP COM UNITSKNOP4,550$43,8170.03%
214CITIGROUP INCC-PR967$43,7370.03%
215GLOBAL X CLOUD COMPUTING ETF37954Y4422,690$43,1210.03%
216SPDR GOLD ETFGLD254$43,0890.03%
217ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$42,5850.03%
218PLUG PWR INCPLUG3,415$42,2440.03%
219PROSPECT CAPITAL CORPORATION PSEC-PA6,000$41,9400.03%
220KIMBERLY-CLARK CORP COMKMB307$41,6750.03%
221IRON MTN INC DEL COM46284V101798$39,7800.03%
222WILLIAMS COS INC COM9694571001,200$39,4800.03%
223ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$39,2690.03%
224DARLING INGREDIENTS INC COMDAR618$38,6810.03%
225CROWN CASTLE INC COMCCI280$37,9790.03%
226CHIMERA INVT CORP COM NEW16934Q2086,900$37,9500.03%
227GREENE CNTY BANCORP INC 394357107655$37,6100.03%
228ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$36,5890.03%
229EVERSOURCE ENERGY COMES433$36,3030.02%
230ISHARES GOLD TRUST ETF IAU1,045$36,1470.02%
231TARGET CORP COMTGT242$36,0680.02%
232MODERNA INC COMMRNA200$35,9240.02%
233MASTERCARD INC MA103$35,8160.02%
234EBAY INCEBAY859$35,6230.02%
235VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$35,4970.02%
236ULTA BEAUTY INC COMULTA75$35,1800.02%
237PACKAGING CORP AMER COM695156109270$34,5360.02%
238VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$34,2210.02%
239AVERY DENNISON CORP COMAVY180$32,5800.02%
240ISHARES RUSSELL MIDCAP ETF464287499480$32,3530.02%
241ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106941$32,3420.02%
242ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$32,1820.02%
243ISHARES CORE HIGH DIVIDEND ETF46429B663308$32,1060.02%
244ALTRIA GROUP INC COMMO701$32,0430.02%
245LAM RESEARCH CORP COMLRCX76$31,9430.02%
246ARK NEXT GENERATION INTERNET ETF00214Q401813$31,3410.02%
247RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$31,3020.02%
248SLR INVESTMENT CORP COMSLRC2,247$31,2560.02%
249SCHWAB SHORT TERM US TREASURY ETF808524862646$31,1630.02%
250SPDR S&P BIOTECH ETF78464A870366$30,3780.02%
251ENCANA CORPORATIONOVV599$30,3750.02%
252MICRON TECHNOLOGY INC COMMU606$30,2880.02%
253CHARLES SCHWAB CORPSCHW-PJ359$29,8900.02%
254ISHARES 20 YEAR TREASURY BOND ETF464287432300$29,8680.02%
255TESLA INC COMTSLA237$29,1940.02%
256CENOVUS ENERGY INC COMCVE1,500$29,1150.02%
257CRISPR THERAPEUTICS AG NAMEN AKTCRSP709$28,8210.02%
258CONOCOPHILLIPS COMCOP243$28,6740.02%
259SOUTHERN CO COMSOMN400$28,5640.02%
260FINANCIAL SELECT SECTOR SPDR FUND81369Y605829$28,3520.02%
261CHARTER COMMUNICATIONS INC NEW CL A16119P10882$27,8060.02%
262VANGUARD MEGA CAP ETF921910873210$27,8040.02%
263WORKDAY INC CL AWDAY163$27,2750.02%
264GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$26,4900.02%
265SANOFI SPONSORED ADRSNYNF544$26,3460.02%
266MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201575$26,2260.02%
267SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739551$25,8860.02%
268BLACKSTONE GROUP LPBX346$25,6700.02%
269INVESCO GLOBAL WATER ETFIVZ785$25,6300.02%
270HALEON PLC SPON ADSHLNCF3,200$25,6000.02%
271WELLS FARGO CO NEW COM949746101606$25,0220.02%
272CARLYLE SECURED LENDING INC COMCGBD1,700$24,3270.02%
273LUMENTUM HLDGS INC COMLITE450$23,4770.02%
274BAIDU COM ADR BAIDF200$22,8760.02%
275VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$22,4890.02%
276PNC FINL SVCS GROUP INC COM693475105140$22,1120.02%
277CHENIERE ENERGY INCLNG147$22,0440.02%
278ISHARES MSCI TAIWAN ETF46434G772546$21,9370.02%
279BEAM THERAPEUTICS INC COMBEAM560$21,9020.02%
280SPDR SER TR S&P DIVID ETF78464A763175$21,8940.02%
281DUPONT DE NEMOURS INC COMDD317$21,7560.01%
282BLACKROCK INC BLK30$21,2590.01%
283UNION PAC CORP COMUNP100$20,7070.01%
284VANGUARD MID CAP 922908629100$20,3810.01%
285VANECK SEMICONDUCTOR ETF92189F676100$20,2940.01%
286VANGUARD CONSUMER STAPLES ETF92204A207105$20,1150.01%
287BRITISH AMERN TOB PLC SPONSORED ADR110448107500$19,9900.01%
288CORTEVA INC COMCTVA338$19,8680.01%
289APPLIED MATLS INC COM038222105204$19,8660.01%
290INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ194$19,7760.01%
291ISHARES S&P U.S. PREFERRED STOCK ETF464288687633$19,3250.01%
292AIRBNB INC COM CL AABNB225$19,2380.01%
293WISDOMTREE TR INTL LARGECAP DIVID FDWT428$18,8360.01%
294LOWES COS INC COM54866110794$18,7290.01%
295CAPITAL ONE FINANCIAL CORP14040H105201$18,6850.01%
296VANGUARD VALUE ETF922908744133$18,6690.01%
297ALCON AG ORD SHSALC273$18,6470.01%
298ARK GENOMIC REVOLUTION ETF00214Q302660$18,6320.01%
299ATLANTICA SUSTAINABLE INFR PLC SHSALDA700$18,1300.01%
300UNITED PARCEL SERVICE INCUPS104$18,0790.01%
301CAMBRIA SHAREHOLDER YIELD ETF132061201300$17,7930.01%
302TEXTRON INC COMTXT250$17,7000.01%
303TEXAS INSTRS INC COM882508104104$17,1830.01%
304DOW INC COMDOW338$17,0320.01%
305FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$16,9620.01%
306NASDAQ INC COMNDAQ276$16,9330.01%
307MCCORMICK & CO INC COM NON VTGMKC-V200$16,5780.01%
308TJX COS INC NEW COM872540109207$16,4770.01%
309BLACKROCK TCP CAPITAL CORP COMTCPC1,250$16,1750.01%
310OWL ROCK CAPITAL CORPORATION COMOWL1,400$16,1700.01%
311ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$15,7470.01%
312PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$15,7320.01%
313TRUSTCO BANK CM898349204412$15,4870.01%
314PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$15,3240.01%
315DT MIDSTREAM INC COMMON STOCKDTM273$15,0860.01%
316SPDR S&P AEROSPACE & DEFENSE ETF78464A631136$14,9670.01%
317VANGUARD LARGE CAP92290863785$14,8070.01%
318CASSAVA SCIENCES INC COM14817C107498$14,7110.01%
319ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396100$14,5930.01%
320PIMCO CORPORATE & INCOME OPPOR COMPTY1,200$14,4120.01%
321TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$13,9370.01%
322ISHARES RUSSELL 1000 ETF46428762266$13,8940.01%
323ACTIVISION INC00507V109180$13,7790.01%
324VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081680$13,7660.01%
325NATIONAL RETAIL PROPERTIES INC COMNNN300$13,7280.01%
326SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$13,6760.01%
327VORNADO RLTY TR SH BEN INT929042109655$13,6310.01%
328FIVE9 INC COMFIVN200$13,5720.01%
329EDITAS MEDICINE INC COMEDIT1,525$13,5270.01%
330URSTADT BIDDLE PPTYS INC CL A917286205708$13,4170.01%
331ISHARES CORE MSCI EAFE ETF46432F842217$13,3760.01%
332FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEXFLEX284$13,2860.01%
333MANULIFE FINL CORP COM56501R106724$12,9160.01%
334SPLUNK INC COM848637104150$12,9140.01%
335STARWOOD PPTY TR INC COMSTHO700$12,8310.01%
336TRAVEL PLUS LEISURE CO COM894164102350$12,7400.01%
337VALERO ENERGY CORPVLO100$12,6860.01%
338SCHWAB ETFS- US BROAD MARKET ETF808524102282$12,6360.01%
339CSX CORPCSX400$12,3920.01%
340WABTEC COM929740108124$12,3760.01%
341ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,2780.01%
342ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E841550$12,2350.01%
343ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$12,2300.01%
344ICAHN ENTERPRISES LP DEPOSITARY UNITIEP240$12,1560.01%
345HARSCO CORP COMNVRI1,932$12,1520.01%
3463M CO COMMMM100$11,9920.01%
347CBS CORP CL B92556H206700$11,8160.01%
348AUTODESK INC COMADSK62$11,5860.01%
349PAYCHEX INCPAYX100$11,5560.01%
350UGI CORP NEW COM902681105307$11,3800.01%
351ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$11,3400.01%
352MARVELL TECHNOLOGY INC COMMRVL300$11,1120.01%
353VANGUARD EUROPEAN 922042874200$11,0880.01%
354ECOLAB INC COMECL76$11,0630.01%
355ISHARES AGGREGATE BOND ETF464287226112$10,8630.01%
356INCYTE CORP COMINCY133$10,6830.01%
357ARBOR REALTY TRUST INC COMABR-PF800$10,5520.01%
358INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$10,4050.01%
359CANOPY GROWTH CORP COMCGC4,439$10,2880.01%
360ISHARES COHEN & STEERS REIT ETF464287564186$10,2010.01%
361SCHWAB US DIVIDEND EQUITY ETF808524797133$10,0470.01%
362JBG SMITH PPTYS COM46590V100527$10,0020.01%
363INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$9,9230.01%
364ISHARES MSCI EAFE ETF464287465151$9,9120.01%
365INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ82$9,8270.01%
366BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$9,7560.01%
367FIDUS INVT CORP COM316500107500$9,5150.01%
368ISHARES RUSSELL 1000 GROWTH ETF46428761444$9,3540.01%
369BAXTER INTL INC COM071813109182$9,2770.01%
370ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,2040.01%
371BIOGEN IDEC INCBIIB33$9,1380.01%
372ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$9,1360.01%
373KINDER MORGAN INCEP-PC503$9,0940.01%
374SIXTH STREET SPECIALTY LENDING COMTSLX500$8,9000.01%
375FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$8,8520.01%
376LIBERTY ALL STAR EQUITY FD 5301581041,536$8,7550.01%
377BRIGHTSPIRE CAPITAL INC COM CL ABRSP1,400$8,7220.01%
378MARRIOTT INTL INC NEW CL A57190320258$8,6360.01%
379VIATRIS INC COMVTRS749$8,3360.01%
380FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$8,2660.01%
381VANGUARD EXTENDED MARKET ETF92290865261$8,1040.01%
382CHURCH & DWIGHT CO INC COMCHD100$8,0610.01%
383ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$7,7560.01%
384VANECK RARE EARTH/STRATEGIC METALS ETF92189H805100$7,6160.01%
385BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$7,6020.01%
386ALBEMARLE CORP COMALB-PA35$7,5900.01%
387STANLEY BLACK & DECKER INC COMSWK100$7,5120.01%
388IONIS PHARMACEUTICALS INC COMIONS198$7,4780.01%
389ISHARES CORE MSCI EMERGING MARKETS ETF46434G103159$7,4250.01%
390GLOBAL X CYBERSECURITY ETF37954Y384352$7,3040.01%
391TOYOTA MOTOR CORP ADSTOYOF53$7,2390.00%
392ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$7,0510.00%
393VANGUARD GROWTH ETF92290873633$7,0330.00%
394CLOROX CO DEL COMCLX50$7,0170.00%
395ARROW FINL CORP042744102206$6,9830.00%
396BARRICK GOLD CORP F067901108400$6,8720.00%
397M & T BK CORP COM55261F10446$6,6730.00%
398PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$6,4880.00%
399STORE CAP CORP COM862121100200$6,4120.00%
400WARNER BROS DISCOVERY INC COM SER AWBD675$6,3990.00%
401BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$6,1900.00%
402GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$6,1650.00%
403VANGUARD UTILITIES92204A87640$6,1340.00%
404SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,0780.00%
405KRANESHARES CSI CHINA INTERNET ETF500767306200$6,0400.00%
406DELTA AIR LINES INC DEL COM NEWDAL183$6,0130.00%
407ISHARES MSCI USA MIN VOL FACTOR ETF46429B69783$5,9840.00%
408BP PLC SPONSORED ADRBPPFF164$5,7290.00%
409SOUTH JERSEY INDS INC COM838518108160$5,6850.00%
410DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW378$5,6700.00%
411TELADOC HEALTH INC COMTDOC237$5,6050.00%
412FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$5,5420.00%
413VODAFONE GROUP NEW ADR F92857W308545$5,5150.00%
414TEUCRIUM CORN FUNDWEAT200$5,3860.00%
415SUBURBAN PROPANE PARTNERS LPSPH352$5,3430.00%
416NUVEEN ESG LARGE-CAP VALUE ETFNU156$5,3410.00%
417INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$5,1720.00%
418VANGUARD TAX-EXEMPT BOND ETF922907746104$5,1470.00%
419MONSTER BEVERAGE CORP NEW COMMNST50$5,0770.00%
420UNILEVER PLC SPON ADR NEWUNLYF100$5,0350.00%
421EXACT SCIENCES CORP COM30063P105100$4,9510.00%
422VERACYTE INC COMVCYT200$4,7460.00%
423B & G FOODS INC NEW COMBGS400$4,4600.00%
424KROGER CO COMKR100$4,4580.00%
425BWX TECHNOLOGIES INC COMBWXT76$4,4140.00%
426EXELON CORP COMEXC100$4,3230.00%
427KYNDRYL HLDGS INC COMMON STOCKKD381$4,2370.00%
4283D SYSTEMS CORPORATION88554D205560$4,1440.00%
429BLACKROCK CORE BD TR SHS BEN INTBLK390$4,0480.00%
430URSTADT BIDDLE PPTYS917286106221$4,0240.00%
431NATERA INC COMNTRA100$4,0170.00%
432CELANESE CORP DEL COMCE39$3,9870.00%
433FIRST TRUST WATER ETF33733B10050$3,9680.00%
434ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$3,9150.00%
435ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$3,8960.00%
436ORGANON & CO COMMON STOCKOGN137$3,8260.00%
437FIRST SOLAR INCFSLR25$3,7450.00%
438SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$3,7030.00%
439ZIM INTEGRATED SHIPPING SERV SHSZIM200$3,4380.00%
440NUCANA PLC SPONSORED ADRNCNA5,130$3,3860.00%
441PHREESIA INC COMPHR100$3,2360.00%
442ZILLOW GROUP INC CL C CAP STKZ100$3,2210.00%
443SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1080.00%
444BLUEGREEN VACATIONS HLDG CORP CLASS A096308101120$2,9950.00%
445BIONANO GENOMICS INC COMBNGO2,000$2,9200.00%
446TILRAY BRANDS INC COM CL 2TLRY1,085$2,9190.00%
447ABB LTD SPONSORED ADRABLZF90$2,7410.00%
448WISDOMTREE EUROPE HEDGED EQUITY FUNDWT39$2,7280.00%
449SPDR S&P MIDCAP 400 ETF TRUSTMDY6$2,6570.00%
450BITWISE CRYPTO INDUSTRY INNOVATORS ETF301505624772$2,6170.00%
451VANGUARD SMALL-CAP GROWTH ETF92290859513$2,6070.00%
452PENTAIR PLC SHSPNR56$2,5190.00%
453CARNIVAL CORP COMMON STOCKCUKPF286$2,3050.00%
454ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,2670.00%
455STRIDE INC COMLRN70$2,1900.00%
456FIRST TRUST SENIOR LOAN FUND33738D30948$2,1400.00%
457LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB54$2,1130.00%
458ISHARES SILVER TRUST ETFSLV95$2,0920.00%
459RESIDEO TECHNOLOGIES INC COMREZI127$2,0890.00%
460INTERNATIONAL PAPER CO COM46014610358$2,0090.00%
461FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$2,0020.00%
462PALANTIR TECHNOLOGIES INC CL APLTR300$1,9260.00%
463SEMRUSH HLDGS INC CL A COMSEMR235$1,9130.00%
464QUAKER HOUGHTON COM74731610710$1,6690.00%
465CHEMOURS CO COMCC52$1,5920.00%
466PROSHARES BITCOIN STRATEGY ETF74347G440150$1,5650.00%
467WISDOMTREE JAPAN HEDGED EQUITYWT24$1,5430.00%
468APTIV PLC SHSAPTV16$1,4900.00%
469LILLY ELI & CO COMLLY4$1,4630.00%
470CROWDSTRIKE HLDGS INC CL ACRWD13$1,3690.00%
471UBER TECHNOLOGIES INC COMUBER50$1,2370.00%
472ELECTRONICS ARTSEA10$1,2220.00%
473MASTERBRAND INC COMMON STOCKMBC155$1,1700.00%
474ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,1650.00%
475SENTINELONE INC CL AS75$1,0940.00%
476SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R72121$9580.00%
477SNAP INC CL ASNAP103$9220.00%
478SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$9000.00%
479CONCERT PHARMACEUTICALS INC COM206022105150$8760.00%
480PROMIS NEUROSCIENCES INC COM NEWPMN185$8330.00%
481ACV AUCTIONS INC COM CL AACVA100$8210.00%
482DANAHER CORP 2358511023$7960.00%
483INTUIT INCINTU2$7780.00%
484ISHARES INC MSCI EMUINDEX FD46428660819$7500.00%
485ROCKET LAB USA INC COMRKLB175$6600.00%
486AFFIRM HLDGS INC COM CL AAFRM68$6580.00%
487BLACKROCK SHORT MATURITY BOND ETF46431W50713$6410.00%
488RIVIAN AUTOMOTIVE INC COM CL ARIVN34$6270.00%
489NEKTAR THERAPEUTICS COMNKTR277$6260.00%
490LUCID GROUP INC COMLCID90$6150.00%
491VERITIV CORP COM9234541025$6090.00%
492HARTFORD FINL SVCS GROUP INCHIG-PG8$6070.00%
493SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6226$5400.00%
494ACCO BRANDS CORP COMACCO94$5250.00%
495ISHARES MSCI JAPAN ETF46434G8229$4900.00%
496NIO INC SPON ADSNIOIF48$4680.00%
497NIKOLA CORP COMNODK213$4600.00%
498COSTCO WHOLESALE CORP22160K1051$4570.00%
499PROLOGIS INC. COMPLDGP4$4510.00%
500SERVICENOW INC COMNOW1$3880.00%