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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 Q2 2023 · Filed May 2, 2023 · Accession 0001633674-23-000002

Total Value
$154,520
Positions
559
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT TERM CORP BOND FD ETF92206C409299,097$22.8M14.76%
2VANGUARD TOTAL STK MKT922908769100,273$20.5M13.25%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858241,940$10.9M7.07%
4VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407174,739$8.5M5.53%
5RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ76,134$6.9M4.47%
6VANGUARD FTSE EMERGING MARKETS ETF922042858131,674$5.3M3.44%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198223,734$4.7M3.05%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101156,973$3.7M2.39%
9APPLE INCAAPL18,701$3.1M2.00%
10SQUARESPACE INC CLASS A85225A10796,250$3.1M1.98%
11SCHWAB EMERGING MARKET EQ ETF 80852470690,578$2.2M1.44%
12SCHWAB INTERNATIONAL EQUITY ETF80852480560,491$2.1M1.36%
13MICROSOFTMSFT6,531$1.9M1.22%
14VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080533,788$1.6M1.05%
15VANGUARD TOTAL WORLD STOCK ETF92204274216,071$1.5M0.96%
16VANGUARD FTSE ALL WORLD EX-US ETF92204271812,598$1.4M0.89%
17IPATH BLOOMBERG CMDTY TR ETNVXZ39,825$1.3M0.81%
18PACER US CASH COWS 100 ETF69374H88124,165$1.1M0.73%
19VANGUARD TOTAL INTL STOCK IDEX ETF92190976819,846$1.1M0.71%
20POWERSHARES QQQ TRIVZ3,336$1.1M0.69%
21ISHARES TREASURY FLOATING RATE BOND ETF46434V86020,570$1.0M0.67%
22BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,347$1.0M0.67%
23GOOGLE INCGOOG9,666$1.0M0.65%
24VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,388$993,7810.64%
25JOHNSON & JOHNSON COMJNJ6,192$959,7600.62%
26JPMORGAN CHASE & CO COMVYLD7,241$943,5190.61%
27JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33214,910$814,0860.53%
28AMAZON.COM INCAMZN7,235$747,3030.48%
29INVESCO BUYBACK ACHIEVERS ETFIVZ8,708$740,7470.48%
30EXXON MOBIL CORP COMXOM6,626$726,6070.47%
31ARES CAPITAL CORP COMARCC38,154$697,2640.45%
32INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,816$696,4180.45%
33SPDR S&P 500 ETF TRUSTSPY1,629$666,8960.43%
34PEPSICO INC COMPEP3,564$649,7170.42%
35PROSHARES SHORT 7-10 YEAR TREASURY74348A60822,600$629,7490.41%
36UNITEDHEALTH GROUPUNH1,311$619,5650.40%
37ISHARES TIPS BOND ETF4642871765,479$604,0600.39%
38MAIN STR CAP CORP COM56035L10414,575$575,1300.37%
39ANAVEX LIFE SCIENCES CORP COM NEWAVXL65,956$565,2430.37%
40ENBRIDGE INC COMENNPF14,250$542,6410.35%
41BRISTOL-MYERS SQUIBB CO COMCELG-RI7,596$526,4790.34%
42WISDOMTREE INTL SMALLCAP DIVIDENDWT8,356$509,2150.33%
43BANK AMERICA CORP COM06050510417,660$505,0760.33%
44LINDE PLC SHSLIN1,419$499,5870.32%
45FIDELITY LOW VOLATILITY FACTOR ETF31609282410,453$496,3080.32%
46ABBVIE INC COMABBV3,108$495,3220.32%
47VERIZON COMMUNICATIONSVZ12,623$490,9080.32%
48ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$483,5670.31%
49ADVANCED MICRO DEVICES INC COMAMD4,846$474,9560.31%
50REALTY INCOME CORPO7,297$462,0460.30%
51VANGUARD TOTAL BOND MARKET ETF9219378356,149$453,9810.29%
52DEERE & CO COMDE1,021$421,5500.27%
53BOEING CO COMBA-PA1,965$417,4250.27%
54META PLATFORMS INC CL AMETA1,856$393,3610.25%
55JPMORGAN ULTRA-SHORT INCOME ETF46641Q8377,800$392,4960.25%
56FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX9,037$382,1750.25%
57ORACLE CORPORATIONORCL-PD4,099$380,8790.25%
58MEDTRONIC PLC SHSMDT4,586$369,7230.24%
59ISHARES MSCI ACWI EX U.S. ETF4642882407,453$363,4830.24%
60MERCK & CO INCMRK3,350$356,4070.23%
61BROADCOM INC COMAVGO545$349,6390.23%
62INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$347,7550.23%
63RYMAN HOSPITALITY PPTYS INC COM78377T1073,862$346,5370.22%
64VANGUARD SMALL CAP ETF9229087511,823$345,4730.22%
65ISHARES TR S&P NY MUN BD FD4642883236,414$343,2130.22%
66RAYTHEON TECHNOLOGIES CORP COMRTX3,407$333,6480.22%
67ISHARES MSCI EAFE SMALL CAP ETF4642882735,406$321,7110.21%
68DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2899,742$319,4400.21%
69PFIZER INC COMPFE7,813$318,7700.21%
70SPDR DOW JONES INDUSTRIAL ETF78467X109936$311,3320.20%
71ENTERPRISE PRODS PARTNERS L P29379210712,000$310,8000.20%
72CHEVRON CORP NEW COMCVX1,898$309,6780.20%
73NATIONAL GRID TRANSCO PLCNMPWP4,524$307,5870.20%
74GENERAL ELECTRIC CO COM NEW3696043013,095$295,8820.19%
75ISHARES S&P 500 INDEX464287200719$295,5670.19%
76ISHARES DJ SELECT DIVIDEND4642871682,476$290,1380.19%
77VANGUARD REIT INDEX ETF9229085533,409$283,0830.18%
78INTL BUSINESS MACHINESINTR2,109$276,5230.18%
79STARBUCKS CORPSBUX2,600$270,7380.18%
80ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$267,0200.17%
81VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1024,545$266,0640.17%
82SALESFORCE COM CRM1,296$258,9150.17%
83VANGUARD FTSE ALL-WORLD EX-US9220427754,760$254,5170.16%
84GOLDMAN SACHS GROUP INCGSCE728$238,1360.15%
85INTEL CORP COMINTC7,023$229,4410.15%
86ON SEMICONDUCTOR CORP COMON2,750$226,3800.15%
87ISHARES SHORT TREASURY BOND ETF4642886792,044$225,8620.15%
88PHILIP MORRIS INTL INC7181721092,256$219,3960.14%
89PROCTER AND GAMBLE CO COM7427181091,466$217,9800.14%
90TE CONNECTIVITY LTDTEL1,590$208,5290.13%
91POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$208,0650.13%
92VANGUARD DIVIDEND APPRECIATION ETF9219088441,342$206,6810.13%
93TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,195$204,1790.13%
94ALPHABET INC CAP STK CL CGOOG1,920$199,6800.13%
95WP CAREY INC COM92936U1092,540$196,7230.13%
96ISHARES KLD SEL SOC FD 4642888022,210$193,9720.13%
97PIONEER NAT RES CO COM723787107913$186,4710.12%
98VANGUARD HEALTH CARE ETF92204A504764$182,1830.12%
99SUPER MICRO COMPUTER INC COMSMCI1,700$181,1350.12%
100PALO ALTO NETWORKS INC COMPANW900$179,7660.12%
101GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8552,744$174,3810.11%
102ISHARES SEMICONDUCTOR ETF464287523390$173,4210.11%
103PROSHARES SHORT 20 YEAR TREASURY74347X8498,180$172,8430.11%
104AT&T INC COMT-PC8,845$170,2660.11%
105CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$168,5320.11%
106HANNON ARMSTRONG SUST INFR CAP COM41068X1005,866$167,7680.11%
107ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$166,7770.11%
108PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT15,700$166,5770.11%
109DISNEY WALT CO COM2546871061,636$163,8130.11%
110HONEYWELL INTL INC438516106842$160,9230.10%
111PIMCO DYNAMIC INCOME FD SHS72201Y1018,840$159,2970.10%
112AMERICAN TOWER CORP NEW COM03027X100777$158,7720.10%
113INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ575$158,6890.10%
114VISA INCV693$156,2440.10%
115SHELL PLC SPON ADSRYDAF2,700$155,3580.10%
116WASTE MANAGEMENT INC94106L109949$154,8480.10%
117UNIVERSAL HLTH SVCS 9139031001,125$142,9880.09%
118NVIDIA CORPNVDA505$140,2740.09%
119ISHARES AMT-FREE MUNI BOND ETF4642884141,285$138,4460.09%
120ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$137,8080.09%
121NOVARTIS AG ADRNVSEF1,479$136,0680.09%
122SOUTHERN COPPER CORP COMSCCO1,612$122,9150.08%
123ISHARES US FINANCIAL SERVICES ETF464287770802$121,0700.08%
124FORTINET INC COMFTNT1,800$119,6280.08%
125ELEVANCE HEALTH INC COMELV260$119,5510.08%
126NEXTERA ENERGY INC COMNEE-PW1,524$117,4700.08%
127AMERICAN ELEC PWR CO INC COM0255371011,260$114,6470.07%
128OTIS WORLDWIDE CORP COMOTIS1,350$113,9400.07%
129COMCAST CORP NEW CL ACCZ2,995$113,5400.07%
130CARRIER GLOBAL CORPORATION COMCARR2,463$112,6820.07%
131SIMON PPTY GROUP INC NEW COM8288061091,001$112,0820.07%
132HOME DEPOTHD378$111,5550.07%
133WALMART INC COMWMT750$110,5880.07%
134ISHARES MSCI USA VALUE FACTOR ETF46432F3881,184$109,6270.07%
135MONDELEZ INTL INC CL A6092071051,513$105,4860.07%
136DUKE ENERGY CORP NEW COM NEWDUKB1,082$104,3810.07%
137BIOXCEL THERAPEUTICS INC COMBTAI5,527$103,1340.07%
138CATERPILLAR INC COMCAT448$102,5200.07%
139ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,000$99,7600.06%
140NORFOLK SOUTHN CORP COM655844108465$98,5800.06%
141AMGEN INCAMGN404$97,6670.06%
142CONSOLIDATED EDISON INC COMED1,000$95,6700.06%
143ISHARES U.S. FINANCIALS ETF4642877881,334$94,9010.06%
144ISHARES RUSSELL 2000 ETF464287655528$94,1950.06%
145CISCO SYS INCCSCO1,787$93,4150.06%
146ZOETIS INC COM CL AZTS560$93,2060.06%
147COCA COLA CO COMKO1,496$92,7970.06%
148FORD MOTOR COMPANY3453708607,364$92,7830.06%
149GSK PLC SPONSORED ADRGLAXF2,560$91,0850.06%
150VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$89,1740.06%
151CVS HEALTH CORP COMCVS1,199$89,0980.06%
152KEYCORP COM4932671087,020$87,8900.06%
153VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$86,6560.06%
154ISHARES CORE S&P MID CAP ETF464287507346$86,5550.06%
155ACCENTURE LTD BERMUDA CL AACN302$86,3150.06%
156JOHNSON CTLS INCG515021051,428$85,9940.06%
157ALPS MEDICAL BREAKTHROUGHS ETF00162Q5933,161$85,9310.06%
158VANECK MORTGAGE REIT INCOME ETF92189F4527,500$84,7500.05%
159CLEVELAND-CLIFFS INC NEW COMCLF4,600$84,3180.05%
160FEDEX CORPFDX369$84,3130.05%
161DOLLAR GEN CORP NEW COM256677105400$84,1840.05%
162GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,025$84,0810.05%
163NBT BANCORP INCNBTB2,471$83,3130.05%
164ANALOG DEVICES INC COMADI420$82,8320.05%
165CHARLES SCHWAB CORPSCHW-PJ1,559$81,6600.05%
166ISHARES FTSE CHINA ETF4642871842,715$80,1740.05%
167KLA CORP COM NEWKLAC200$79,8340.05%
168OMEGA HEALTHCARE INVS INC COM6819361002,900$79,4890.05%
169NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$78,9750.05%
170ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$78,7370.05%
171ISHARES NASDAQ BIOTECHNOLOGY464287556597$77,1090.05%
172ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$74,1050.05%
173VANGUARD S&P 500 ETF922908363195$73,3340.05%
174ENTERGY CORP NEW COMENO679$73,1550.05%
175INTELLIA THERAPEUTICS INC COMNTLA1,869$69,6580.05%
176PAYPAL HLDGS INC COMPYPL917$69,6370.05%
177RITHM CAPITAL CORP COM NEWRITM-PF8,700$69,6000.05%
178ADOBE SYS INCADBE171$65,8980.04%
179INVESCO FTSE RAFI US 1000 ETFIVZ420$65,8480.04%
180NIKE INC CLASS BNKE528$64,7540.04%
181NETFLIX COM INCNFLX187$64,6050.04%
182GENERAL MLS INC COM370334104751$64,1800.04%
183FISERV INC COMFISV555$62,7320.04%
184GRAINGER W W INC COM38480210490$61,9930.04%
185EMERSON ELEC CO COMEMR703$61,2590.04%
186DTE ENERGY CO COMDTK552$60,4660.04%
187TESLA INC COMTSLA288$59,7480.04%
188CSX CORPCSX1,987$59,4910.04%
189INTERPUBLIC GROUP COS INC COMINTR1,592$59,2860.04%
190TRUIST FINL CORP COM89832Q1091,659$56,5720.04%
191PROSHARES EQUITIES FOR RISING RATES ETF74347B3911,135$55,9830.04%
192THERMO FISHER SCIENTIFIC INC COMTMO97$55,9080.04%
193INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ305$55,8570.04%
194FIRST TR INTER DURATN PFD & IN COM33718W1033,500$55,2300.04%
195MICROCHIP TECHNOLOGY INC. COMMCHPP659$55,2110.04%
196GENERAL MOTORS CORP37045V1001,500$55,0200.04%
197ALLEGRO MICROSYSTEMS INC COMALGM1,144$54,9010.04%
198ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY535$54,6660.04%
199BANK NEW YORK MELLON CORP COM0640581001,203$54,6640.04%
200MCDONALDS CORP COMMCD194$54,2440.04%
201CROCS INC COMCROX421$53,2310.03%
202ISHARES MSCI USA QUALITY FACTOR ETF46432F339425$52,7280.03%
203TAPESTRY INC COMTPR1,204$51,9040.03%
204BOSTON SCIENTIFIC CORP COMBSX1,015$50,7800.03%
205REGAL REXNORD CORPORATION COMRRX360$50,6630.03%
206ULTA BEAUTY INC COMULTA91$49,6560.03%
207ISHARES MBS ETF464288588522$49,4490.03%
208GLOBAL X CLOUD COMPUTING ETF37954Y4422,690$49,3620.03%
209AMERICAN EXPRESS CO COMAXP299$49,3200.03%
210ABBOTT LABS COMABLZF480$48,6050.03%
211CAPITAL ONE FINANCIAL CORP14040H105501$48,1760.03%
212DIREXION DAILY S&P 500 BEAR 1X SHARES25460E8693,100$48,0190.03%
213GREYSTONE HOUSING IMPACT INVES BEN UNIT CTF02364V1072,722$47,0630.03%
214CDW CORP COMCDW240$46,7740.03%
215SPDR GOLD ETFGLD254$46,5380.03%
216BEST BUY INC COMBBY591$46,2580.03%
217VANGUARD FINANCIALS ETF92204A405593$46,1890.03%
218CANADIAN PACIFIC KANSAS CITY COMCP600$46,1640.03%
219L3HARRIS TECHNOLOGIES INC COMLHX232$45,5280.03%
220CITIGROUP INCC-PR967$45,3430.03%
221ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$45,1770.03%
222MP MATERIALS CORP COM CL AMP1,600$45,1040.03%
223ARK NEXT GENERATION INTERNET ETF00214Q401813$43,5850.03%
224BORG WARNER AUTOMOTIVE INCBWA881$43,2660.03%
225IRON MTN INC DEL COM46284V101798$42,2220.03%
226PROSPECT CAPITAL CORPORATION PSEC-PA6,000$41,7600.03%
227DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,340$41,4410.03%
228KIMBERLY-CLARK CORP COMKMB307$41,2060.03%
229DARLING INGREDIENTS INC COMDAR697$40,7050.03%
230CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104313$40,6900.03%
231EVERSOURCE ENERGY COMES515$40,3040.03%
232ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$40,1880.03%
233TARGET CORP COMTGT242$40,0820.03%
234PLUG PWR INCPLUG3,415$40,0240.03%
235WORKDAY INC CL AWDAY191$39,4490.03%
236ISHARES GOLD TRUST ETF IAU1,045$39,0520.03%
237CHIMERA INVT CORP COM NEW16934Q2086,900$38,9160.03%
238EBAY INCEBAY859$38,1140.02%
239CHENIERE ENERGY INCLNG241$37,9820.02%
240EXELON CORP COMEXC898$37,6170.02%
241ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$37,5700.02%
242PACKAGING CORP AMER COM695156109270$37,4840.02%
243CROWN CASTLE INC COMCCI280$37,4750.02%
244MASTERCARD INC MA103$37,4310.02%
245MICRON TECHNOLOGY INC COMMU606$36,5660.02%
246VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$36,3960.02%
247IQVIA HLDGS INC COMIQV181$35,9990.02%
248WILLIAMS COS INC COM9694571001,200$35,8320.02%
249REINSURANCE GROUP AMER INC759351604269$35,7120.02%
250VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$35,3630.02%
251SOUTHERN CO COMSOMN500$34,7900.02%
252WEBSTER FINL CORP COM947890109877$34,5710.02%
253ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106941$34,4030.02%
254SLR INVESTMENT CORP COMSLRC2,247$33,7950.02%
255ISHARES RUSSELL MIDCAP ETF464287499480$33,5380.02%
256ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$33,3320.02%
257ISHARES CORE HIGH DIVIDEND ETF46429B663323$32,8360.02%
258INVESCO GLOBAL WATER ETFIVZ937$32,7760.02%
259RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$32,5270.02%
260CRISPR THERAPEUTICS AG NAMEN AKTCRSP709$32,0680.02%
261CONSTELLATION ENERGY CORP COMCEG408$32,0280.02%
262ISHARES 20 YEAR TREASURY BOND ETF464287432300$31,9110.02%
263SCHWAB SHORT TERM US TREASURY ETF808524862646$31,5180.02%
264ALTRIA GROUP INC COMMO701$31,2790.02%
265MODERNA INC COMMRNA200$30,7160.02%
266BLACKSTONE GROUP LPBX346$30,3930.02%
267BAIDU COM ADR BAIDF200$30,1840.02%
268VANGUARD MEGA CAP ETF921910873210$30,0590.02%
269GREENE CNTY BANCORP INC 3943571071,310$29,7110.02%
270SANOFI SPONSORED ADRSNYNF544$29,6040.02%
271CHARTER COMMUNICATIONS INC NEW CL A16119P10882$29,3240.02%
272GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$28,3500.02%
273AIRBNB INC COM CL AABNB225$27,9900.02%
274SPDR S&P BIOTECH ETF78464A870366$27,8930.02%
275MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201575$26,7200.02%
276CADENCE DESIGN SYSTEM INC COMCDNS127$26,6810.02%
277SPDR S&P AEROSPACE & DEFENSE ETF78464A631228$26,6550.02%
278FINANCIAL SELECT SECTOR SPDR FUND81369Y605829$26,6520.02%
279VANECK SEMICONDUCTOR ETF92189F676100$26,3190.02%
280SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739551$26,2000.02%
281CENOVUS ENERGY INC COMCVE1,500$26,1900.02%
282APPLIED MATLS INC COM038222105204$25,0570.02%
283ISHARES MSCI TAIWAN ETF46434G772546$24,7610.02%
284AVERY DENNISON CORP COMAVY136$24,3340.02%
285LUMENTUM HLDGS INC COMLITE450$24,3050.02%
286CONOCOPHILLIPS COMCOP243$24,1080.02%
287CARLYLE SECURED LENDING INC COMCGBD1,700$23,1540.01%
288ICAHN ENTERPRISES LP DEPOSITARY UNITIEP440$22,7520.01%
289DUPONT DE NEMOURS INC COMDD317$22,7510.01%
290WELLS FARGO CO NEW COM949746101606$22,6520.01%
291VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$22,0700.01%
292SPDR SER TR S&P DIVID ETF78464A763175$21,6490.01%
293ENCANA CORPORATIONOVV599$21,6120.01%
294INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ194$21,3170.01%
295VANGUARD MID CAP 922908629100$21,0920.01%
296CORTEVA INC COMCTVA338$20,3850.01%
297DELTA AIR LINES INC DEL COM NEWDAL583$20,3580.01%
298ALBEMARLE CORP COMALB-PA92$20,3360.01%
299VANGUARD CONSUMER STAPLES ETF92204A207105$20,3200.01%
300UNITED PARCEL SERVICE INCUPS104$20,1750.01%
301UNION PAC CORP COMUNP100$20,1260.01%
302BLACKROCK INC BLK30$20,0740.01%
303WISDOMTREE TR INTL LARGECAP DIVID FDWT428$19,9880.01%
304ARK GENOMIC REVOLUTION ETF00214Q302660$19,8460.01%
305ISHARES S&P U.S. PREFERRED STOCK ETF464288687633$19,7620.01%
306TEXAS INSTRS INC COM882508104104$19,3450.01%
307ALCON AG ORD SHSALC273$19,3380.01%
308LOWES COS INC COM54866110794$18,7970.01%
309DOW INC COMDOW338$18,5290.01%
310VANGUARD VALUE ETF922908744133$18,3690.01%
311PNC FINL SVCS GROUP INC COM693475105140$17,7940.01%
312TEXTRON INC COMTXT250$17,6580.01%
313OWL ROCK CAPITAL CORPORATION COMOWL1,400$17,6540.01%
314CAMBRIA SHAREHOLDER YIELD ETF132061201300$17,6100.01%
315BRITISH AMERN TOB PLC SPONSORED ADR110448107500$17,5600.01%
316BEAM THERAPEUTICS INC COMBEAM560$17,1470.01%
317FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$17,0680.01%
318TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$16,9130.01%
319MCCORMICK & CO INC COM NON VTGMKC-V200$16,6420.01%
320VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081680$16,3610.01%
321TJX COS INC NEW COM872540109207$16,2210.01%
322VANGUARD LARGE CAP92290863785$15,8790.01%
323CBS CORP CL B92556H206700$15,6170.01%
324ACTIVISION INC00507V109180$15,4060.01%
325NASDAQ INC COMNDAQ276$15,0890.01%
326PIMCO CORPORATE & INCOME OPPOR COMPTY1,200$14,9640.01%
327PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$14,9070.01%
328PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$14,8800.01%
329ISHARES RUSSELL 1000 ETF46428762266$14,8650.01%
330ISHARES CORE MSCI EAFE ETF46432F842217$14,5060.01%
331ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$14,4600.01%
332FIVE9 INC COMFIVN200$14,4580.01%
333SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$14,4010.01%
334SPLUNK INC COM848637104150$14,3820.01%
335ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$14,2750.01%
336BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$14,1600.01%
337VALERO ENERGY CORPVLO100$13,9600.01%
338FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEXFLEX284$13,9420.01%
339TRAVEL PLUS LEISURE CO COM894164102350$13,7200.01%
340SCHWAB ETFS- US BROAD MARKET ETF808524102282$13,4940.01%
341DT MIDSTREAM INC COMMON STOCKDTM273$13,4780.01%
342MANULIFE FINL CORP COM56501R106724$13,2930.01%
343NATIONAL RETAIL PROPERTIES INC COMNNN300$13,2450.01%
344HARSCO CORP COMNVRI1,932$13,1960.01%
345TRUSTCO BANK CM898349204412$13,1590.01%
346MARVELL TECHNOLOGY INC COMMRVL300$12,9900.01%
347AUTODESK INC COMADSK62$12,9060.01%
348HERCULES CAPITAL INC COMHCXY1,000$12,8900.01%
349BLACKROCK TCP CAPITAL CORP COMTCPC1,250$12,8750.01%
350ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$12,7150.01%
351ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,6650.01%
352ECOLAB INC COMECL76$12,5800.01%
353WABTEC COM929740108124$12,5310.01%
354ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E841550$12,4630.01%
355URSTADT BIDDLE PPTYS INC CL A917286205708$12,4400.01%
356STARWOOD PPTY TR INC COMSTHO700$12,3830.01%
357VANGUARD EUROPEAN 922042874200$12,1900.01%
358CASSAVA SCIENCES INC COM14817C107498$12,0120.01%
359ATLANTICA SUSTAINABLE INFR PLC SHSALDA400$11,8240.01%
360PAYCHEX INCPAYX100$11,4590.01%
361ISHARES AGGREGATE BOND ETF464287226112$11,1600.01%
362EDITAS MEDICINE INC COMEDIT1,525$11,0560.01%
363ISHARES MSCI EAFE ETF464287465151$10,8000.01%
364INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ82$10,7870.01%
365INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$10,7710.01%
366UGI CORP NEW COM902681105307$10,6710.01%
367ISHARES RUSSELL 1000 GROWTH ETF46428761444$10,6670.01%
3683M CO COMMMM100$10,5110.01%
369ISHARES COHEN & STEERS REIT ETF464287564187$10,3820.01%
370INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$10,3250.01%
371WARNER BROS DISCOVERY INC COM SER AWBD675$10,1930.01%
372VORNADO RLTY TR SH BEN INT929042109655$10,0670.01%
373LIBERTY ALL STAR EQUITY FD 5301581041,612$9,9940.01%
374BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$9,8190.01%
375SCHWAB US DIVIDEND EQUITY ETF808524797133$9,7300.01%
376MARRIOTT INTL INC NEW CL A57190320258$9,6300.01%
377INCYTE CORP COMINCY133$9,6120.01%
378FIDUS INVT CORP COM316500107500$9,5350.01%
379BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$9,4530.01%
380ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,4440.01%
381ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$9,3180.01%
382ARBOR REALTY TRUST INC COMABR-PF800$9,1920.01%
383BIOGEN IDEC INCBIIB33$9,1750.01%
384SIXTH STREET SPECIALTY LENDING COMTSLX500$9,1500.01%
385ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$9,1350.01%
386FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$9,1030.01%
387CHURCH & DWIGHT CO INC COMCHD100$8,8410.01%
388KINDER MORGAN INCEP-PC503$8,8080.01%
389VANGUARD EXTENDED MARKET ETF92290865261$8,5520.01%
390ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$8,3010.01%
391GLOBAL X CYBERSECURITY ETF37954Y384352$8,2540.01%
392VANGUARD GROWTH ETF92290873633$8,2320.01%
393VANECK RARE EARTH/STRATEGIC METALS ETF92189H805100$8,1580.01%
394STANLEY BLACK & DECKER INC COMSWK100$8,0580.01%
395JBG SMITH PPTYS COM46590V100527$7,9370.01%
396CLOROX CO DEL COMCLX50$7,9120.01%
397BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$7,8580.01%
398FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$7,8520.01%
399CANOPY GROWTH CORP COMCGC4,439$7,7740.01%
400ISHARES CORE MSCI EMERGING MARKETS ETF46434G103159$7,7580.01%
401SPDR PORTFOLIO S&P 500 ETF78464A854160$7,7040.00%
402GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$7,6500.00%
403TOYOTA MOTOR CORP ADSTOYOF53$7,5100.00%
404ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$7,5040.00%
405CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER226344208300$7,4790.00%
406BARRICK GOLD CORP F067901108400$7,4280.00%
407BAXTER INTL INC COM071813109182$7,3820.00%
408VIATRIS INC COMVTRS749$7,2050.00%
409IONIS PHARMACEUTICALS INC COMIONS198$7,0770.00%
410EXACT SCIENCES CORP COM30063P105100$6,7810.00%
411FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$6,6530.00%
412PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$6,4770.00%
413ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$6,4010.00%
414KRANESHARES CSI CHINA INTERNET ETF500767306200$6,2380.00%
415BP PLC SPONSORED ADRBPPFF164$6,2220.00%
416B & G FOODS INC NEW COMBGS400$6,2120.00%
417TELADOC HEALTH INC COMTDOC237$6,1380.00%
418SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,0860.00%
419VODAFONE GROUP NEW ADR F92857W308545$6,0170.00%
4203D SYSTEMS CORPORATION88554D205560$6,0030.00%
421MORGAN STANLEYMS-PQ68$5,9700.00%
422VANGUARD UTILITIES92204A87640$5,9010.00%
423KYNDRYL HLDGS INC COMMON STOCKKD381$5,6240.00%
424NATERA INC COMNTRA100$5,5520.00%
425M & T BK CORP COM55261F10446$5,5000.00%
426FIRST SOLAR INCFSLR25$5,4380.00%
427MONSTER BEVERAGE CORP NEW COMMNST100$5,4010.00%
428SUBURBAN PROPANE PARTNERS LPSPH352$5,3930.00%
429TERADYNE INC COMTER50$5,3760.00%
430NUVEEN ESG LARGE-CAP VALUE ETFNU156$5,3150.00%
431DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW378$5,3110.00%
432VANGUARD TAX-EXEMPT BOND ETF922907746104$5,2690.00%
433TRIMBLE INC COMTRMB100$5,2420.00%
434UNILEVER PLC SPON ADR NEWUNLYF100$5,1930.00%
435ARROW FINL CORP042744102206$5,1310.00%
436TEUCRIUM CORN FUNDWEAT200$5,0460.00%
437INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$4,9810.00%
438KROGER CO COMKR100$4,9370.00%
439NUCANA PLC SPONSORED ADRNCNA5,130$4,9250.00%
440BWX TECHNOLOGIES INC COMBWXT76$4,7910.00%
441BITWISE CRYPTO INDUSTRY INNOVATORS ETF301505624772$4,5320.00%
442VERACYTE INC COMVCYT200$4,4600.00%
443ZILLOW GROUP INC CL C CAP STKZ100$4,4470.00%
444CELANESE CORP DEL COMCE39$4,2470.00%
445BLACKROCK CORE BD TR SHS BEN INTBLK390$4,2280.00%
446FIRST TRUST WATER ETF33733B10050$4,1820.00%
447ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$4,0550.00%
448ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$4,0280.00%
449SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$3,8960.00%
450URSTADT BIDDLE PPTYS917286106221$3,4990.00%
451BLUEGREEN VACATIONS HLDG CORP CLASS A096308101120$3,2860.00%
452PHREESIA INC COMPHR100$3,2290.00%
453ORGANON & CO COMMON STOCKOGN137$3,2220.00%
454WISDOMTREE EUROPE HEDGED EQUITY FUNDWT39$3,2060.00%
455SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1510.00%
456PENTAIR PLC SHSPNR56$3,0950.00%
457ABB LTD SPONSORED ADRABLZF90$3,0870.00%
458MICROSTRATEGY INC CL A NEWSTRK10$2,9230.00%
459CARNIVAL CORP COMMON STOCKCUKPF286$2,9030.00%
460VANGUARD SMALL-CAP GROWTH ETF92290859513$2,8130.00%
461SPDR S&P MIDCAP 400 ETF TRUSTMDY6$2,7500.00%
462STRIDE INC COMLRN70$2,7480.00%
463TILRAY BRANDS INC COMTLRY1,085$2,7450.00%
464PROSHARES BITCOIN STRATEGY ETF74347G440150$2,6280.00%
465ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,5620.00%
466PALANTIR TECHNOLOGIES INC CL APLTR300$2,5350.00%
467RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,4260.00%
468SEMRUSH HLDGS INC CL A COMSEMR235$2,3620.00%
469RESIDEO TECHNOLOGIES INC COMREZI127$2,3220.00%
470BIONANO GENOMICS INC COMBNGO2,000$2,2200.00%
471ISHARES MSCI EAFE VALUE ETF46428887745$2,1840.00%
472FIRST TRUST SENIOR LOAN FUND33738D30948$2,1720.00%
473ISHARES SILVER TRUST ETFSLV95$2,1010.00%
474INTERNATIONAL PAPER CO COM46014610358$2,0910.00%
475FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$1,9970.00%
476QUAKER HOUGHTON COM74731610710$1,9800.00%
477APTIV PLC SHSAPTV16$1,7950.00%
478CROWDSTRIKE HLDGS INC CL ACRWD13$1,7840.00%
479BLINK CHARGING CO COMBLNK200$1,7300.00%
480WISDOMTREE JAPAN HEDGED EQUITYWT24$1,6970.00%
481MEDICAL PROPERTIES TRUST INC58463J304200$1,6440.00%
482HALEON PLC SPON ADSHLNCF200$1,6280.00%
483UBER TECHNOLOGIES INC COMUBER50$1,5850.00%
484CHEMOURS CO COMCC52$1,5570.00%
485NIO INC SPON ADSNIOIF148$1,5550.00%
486ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,5230.00%
487LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB54$1,5110.00%
488INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,5100.00%
489LILLY ELI & CO COMLLY4$1,3740.00%
490ACV AUCTIONS INC COM CL AACVA100$1,2910.00%
491MASTERBRAND INC COMMON STOCKMBC155$1,2460.00%
492SENTINELONE INC CL AS75$1,2270.00%
493ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,2260.00%
494ELECTRONICS ARTSEA10$1,2050.00%
495SNAP INC CL ASNAP103$1,1550.00%
496SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R72121$9830.00%
497ISHARES U.S. TECHNOLOGY ETF46428772110$9280.00%
498SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$9060.00%
499INTUIT INCINTU2$8920.00%
500PROMIS NEUROSCIENCES INC COM NEWPMN185$8870.00%