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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 Q3 2023 · Filed August 8, 2023 · Accession 0001633674-23-000003

Total Value
$159.1M
Positions
563
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT TERM CORP BOND FD ETF92206C409296,279$22.5M14.62%
2VANGUARD TOTAL STK MKT92290876999,475$20.7M13.48%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858240,585$10.8M7.05%
4VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407174,339$8.5M5.53%
5RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ76,149$6.6M4.26%
6VANGUARD FTSE EMERGING MARKETS ETF922042858131,152$5.2M3.35%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198223,734$4.6M2.97%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101156,973$3.5M2.24%
9APPLE INCAAPL18,701$3.3M2.16%
10SQUARESPACE INC CLASS A85225A10796,250$2.8M1.79%
11SCHWAB EMERGING MARKET EQ ETF 80852470691,173$2.2M1.41%
12MICROSOFTMSFT6,531$2.2M1.41%
13SCHWAB INTERNATIONAL EQUITY ETF80852480560,491$2.1M1.37%
14VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080531,818$1.5M0.98%
15VANGUARD TOTAL WORLD STOCK ETF92204274215,794$1.5M0.95%
16VANGUARD FTSE ALL WORLD EX-US ETF92204271812,423$1.3M0.87%
17GOOGLE INCGOOG9,666$1.2M0.78%
18IPATH BLOOMBERG CMDTY TR ETNVXZ39,825$1.2M0.76%
19POWERSHARES QQQ TRIVZ3,328$1.2M0.76%
20PACER US CASH COWS 100 ETF69374H88124,795$1.1M0.72%
21VANGUARD TOTAL INTL STOCK IDEX ETF92190976819,634$1.1M0.70%
22ISHARES TREASURY FLOATING RATE BOND ETF46434V86021,170$1.1M0.70%
23BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,327$1.1M0.70%
24JPMORGAN CHASE & CO COMVYLD7,241$995,2890.65%
25VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,388$979,4110.64%
26JOHNSON & JOHNSON COMJNJ6,192$955,8590.62%
27AMAZON.COM INCAMZN7,235$880,2100.57%
28JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33215,460$835,6130.54%
29INVESCO BUYBACK ACHIEVERS ETFIVZ8,588$715,5960.47%
30ARES CAPITAL CORP COMARCC37,654$710,9080.46%
31EXXON MOBIL CORP COMXOM6,502$676,4680.44%
32INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,760$670,3280.44%
33UNITEDHEALTH GROUPUNH1,367$655,9550.43%
34SPDR S&P 500 ETF TRUSTSPY1,559$655,0610.43%
35PEPSICO INC COMPEP3,564$647,2580.42%
36PROSHARES SHORT 7-10 YEAR TREASURY74348A60821,600$614,9520.40%
37ADVANCED MICRO DEVICES INC COMAMD4,846$607,0580.39%
38JPMORGAN ULTRA-SHORT INCOME ETF46641Q83712,000$602,4000.39%
39ANAVEX LIFE SCIENCES CORP COM NEWAVXL64,956$596,2960.39%
40ISHARES TIPS BOND ETF4642871765,479$592,6090.39%
41MAIN STR CAP CORP COM56035L10414,575$579,3560.38%
42ENBRIDGE INC COMENNPF14,250$507,3640.33%
43LINDE PLC SHSLIN1,419$503,6170.33%
44FIDELITY LOW VOLATILITY FACTOR ETF31609282410,453$501,9530.33%
45BANK AMERICA CORP COM06050510417,660$499,0720.32%
46WISDOMTREE INTL SMALLCAP DIVIDENDWT8,356$495,1770.32%
47META PLATFORMS INC CL AMETA1,856$487,2370.32%
48ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$481,2700.31%
49BRISTOL-MYERS SQUIBB CO COMCELG-RI7,496$477,5700.31%
50SUPER MICRO COMPUTER INC COMSMCI1,900$444,7900.29%
51BROADCOM INC COMAVGO545$437,8200.28%
52ORACLE CORPORATIONORCL-PD4,099$431,0100.28%
53REALTY INCOME CORPO7,297$429,9390.28%
54VERIZON COMMUNICATIONSVZ12,298$429,2000.28%
55BOEING CO COMBA-PA1,965$402,2160.26%
56ISHARES MSCI ACWI EX U.S. ETF4642882408,106$391,7630.25%
57MEDTRONIC PLC SHSMDT4,586$378,3450.25%
58ABBVIE INC COMABBV2,708$369,4800.24%
59VANGUARD TOTAL BOND MARKET ETF9219378355,039$366,8390.24%
60MERCK & CO INCMRK3,350$365,7200.24%
61DEERE & CO COMDE1,021$357,9930.23%
62RYMAN HOSPITALITY PPTYS INC COM78377T1073,862$352,6010.23%
63FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX8,892$346,9660.23%
64INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$346,0280.23%
65ISHARES TR S&P NY MUN BD FD4642883236,414$339,3010.22%
66GENERAL ELECTRIC CO COM NEW3696043013,140$321,5360.21%
67VANGUARD SMALL CAP ETF9229087511,722$319,8680.21%
68DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2899,742$317,2970.21%
69ISHARES MSCI EAFE SMALL CAP ETF4642882735,406$316,5210.21%
70RTX CORPORATION COMRTX3,407$316,2380.21%
71NATIONAL GRID TRANSCO PLCNMPWP4,524$311,7040.20%
72SPDR DOW JONES INDUSTRIAL ETF78467X109936$309,3670.20%
73ENTERPRISE PRODS PARTNERS L P29379210712,000$303,8400.20%
74ISHARES S&P 500 INDEX464287200717$302,5960.20%
75CHEVRON CORP NEW COMCVX1,898$290,6220.19%
76PFIZER INC COMPFE7,813$289,1590.19%
77SALESFORCE COM CRM1,296$283,6560.18%
78INTL BUSINESS MACHINESINTR2,109$273,1270.18%
79VANGUARD REIT INDEX ETF9229085533,409$271,3560.18%
80ISHARES DJ SELECT DIVIDEND4642871682,476$271,2950.18%
81ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$265,2000.17%
82VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1024,545$264,1100.17%
83STARBUCKS CORPSBUX2,600$254,1500.17%
84VANGUARD FTSE ALL-WORLD EX-US9220427754,760$252,8510.16%
85GOLDMAN SACHS GROUP INCGSCE728$240,8440.16%
86ALPHABET INC CAP STK CL CGOOG1,920$239,3090.16%
87ON SEMICONDUCTOR CORP COMON2,750$230,9180.15%
88TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,195$223,8460.15%
89INTEL CORP COMINTC7,023$210,6200.14%
90PROCTER AND GAMBLE CO COM7427181091,466$209,9020.14%
91VANGUARD DIVIDEND APPRECIATION ETF9219088441,342$206,6810.13%
92POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$204,1650.13%
93PHILIP MORRIS INTL INC7181721092,256$203,5140.13%
94NVIDIA CORPNVDA505$202,5610.13%
95PIONEER NAT RES CO COM723787107963$198,6670.13%
96ISHARES KLD SEL SOC FD 4642888022,210$196,0270.13%
97TE CONNECTIVITY LTDTEL1,590$195,7610.13%
98PALO ALTO NETWORKS INC COMPANW900$191,2320.12%
99ISHARES SEMICONDUCTOR ETF464287523390$190,8110.12%
100VANGUARD HEALTH CARE ETF92204A504764$178,8600.12%
101WP CAREY INC COM92936U1092,540$174,3710.11%
102CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$172,4200.11%
103GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8552,744$168,7830.11%
104PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT15,700$165,3210.11%
105HONEYWELL INTL INC438516106842$163,8110.11%
106INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ575$162,7880.11%
107PIMCO DYNAMIC INCOME FD SHS72201Y1018,840$160,8000.10%
108ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$158,9900.10%
109SHELL PLC SPON ADSRYDAF2,700$155,2230.10%
110WASTE MANAGEMENT INC94106L109949$153,8900.10%
111VISA INCV693$153,5970.10%
112UNIVERSAL HLTH SVCS 9139031001,125$147,7800.10%
113HANNON ARMSTRONG SUST INFR CAP COM41068X1006,120$144,3710.09%
114FORTINET INC COMFTNT2,100$143,9340.09%
115DISNEY WALT CO COM2546871061,636$143,6740.09%
116NOVARTIS AG ADRNVSEF1,479$142,7970.09%
117ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$141,1300.09%
118HOME DEPOTHD479$140,0600.09%
119AT&T INC COMT-PC8,845$138,3360.09%
120ISHARES AMT-FREE MUNI BOND ETF4642884141,285$136,5060.09%
121ISHARES US FINANCIAL SERVICES ETF464287770802$120,6370.08%
122ELI LILLY & CO COMLLY278$118,7730.08%
123ELEVANCE HEALTH INC COMELV260$114,8500.07%
124AMERICAN TOWER CORP NEW COM03027X100630$114,6600.07%
125COMCAST CORP NEW CL ACCZ2,875$112,5850.07%
126NEXTERA ENERGY INC COMNEE-PW1,524$110,7800.07%
127OTIS WORLDWIDE CORP COMOTIS1,350$109,6610.07%
128WALMART INC COMWMT750$109,5450.07%
129SOUTHERN COPPER CORP COMSCCO1,612$108,0680.07%
130ISHARES MSCI USA VALUE FACTOR ETF46432F3881,184$105,4230.07%
131BIOXCEL THERAPEUTICS INC COMBTAI5,527$104,6810.07%
132SIMON PPTY GROUP INC NEW COM8288061091,001$103,6140.07%
133AMERICAN ELEC PWR CO INC COM0255371011,260$103,0550.07%
134CARRIER GLOBAL CORPORATION COMCARR2,463$102,8300.07%
135MONDELEZ INTL INC CL A6092071051,415$102,4040.07%
136NOVO-NORDISK A S ADRNONOF630$100,6800.07%
137ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,000$99,9200.06%
138ISHARES SHORT TREASURY BOND ETF464288679904$99,7930.06%
139ALPS MEDICAL BREAKTHROUGHS ETF00162Q5933,161$98,5390.06%
140NORFOLK SOUTHN CORP COM655844108465$98,2030.06%
141DUKE ENERGY CORP NEW COM NEWDUKB1,082$95,2270.06%
142ISHARES U.S. FINANCIALS ETF4642877881,334$94,9940.06%
143CATERPILLAR INC COMCAT448$94,0350.06%
144ACCENTURE LTD BERMUDA CL AACN302$93,1460.06%
145FORD MOTOR COMPANY3453708607,364$92,7090.06%
146ISHARES RUSSELL 2000 ETF464287655528$92,6640.06%
147CONSOLIDATED EDISON INC COMED1,000$92,5600.06%
148KLA CORP COM NEWKLAC200$91,7460.06%
149ZOETIS INC COM CL AZTS560$90,1260.06%
150CISCO SYS INCCSCO1,787$89,6540.06%
151COCA COLA CO COMKO1,496$89,4310.06%
152VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$89,1010.06%
153AMGEN INCAMGN404$88,2860.06%
154JOHNSON CTLS INCG515021051,428$88,0790.06%
155VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$86,1760.06%
156NBT BANCORP INCNBTB2,471$85,8590.06%
157ISHARES CORE S&P MID CAP ETF464287507346$84,2990.05%
158GSK PLC SPONSORED ADRGLAXF2,480$83,9730.05%
159CHARLES SCHWAB CORPSCHW-PJ1,559$83,9370.05%
160FEDEX CORPFDX369$83,4460.05%
161OMEGA HEALTHCARE INVS INC COM6819361002,900$82,8820.05%
162ADOBE SYS INCADBE197$82,1900.05%
163DOLLAR GEN CORP NEW COM256677105400$81,5360.05%
164CVS HEALTH CORP COMCVS1,199$80,5130.05%
165VANECK MORTGAGE REIT INCOME ETF92189F4527,500$80,4750.05%
166GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,025$79,9090.05%
167ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$78,5940.05%
168NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$77,3370.05%
169ISHARES NASDAQ BIOTECHNOLOGY464287556597$75,3230.05%
170ANALOG DEVICES INC COMADI420$74,5210.05%
171ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$73,8580.05%
172NETFLIX COM INCNFLX187$73,4870.05%
173RITHM CAPITAL CORP COM NEWRITM-PF8,700$71,9490.05%
174ISHARES FTSE CHINA ETF4642871842,715$70,6990.05%
175INTELLIA THERAPEUTICS INC COMNTLA1,869$70,1810.05%
176KEYCORP COM4932671087,020$69,7090.05%
177PERION NETWORK LTD SHS NEWPERI2,200$66,1760.04%
178ENTERGY CORP NEW COMENO679$65,6800.04%
179INVESCO FTSE RAFI US 1000 ETFIVZ420$65,1080.04%
180VANGUARD S&P 500 ETF922908363165$63,6880.04%
181MP MATERIALS CORP COM CL AMP3,000$63,3300.04%
182FISERV INC COMFISV555$62,6930.04%
183GENERAL MLS INC COM370334104751$62,5360.04%
184CSX CORPCSX1,987$61,5370.04%
185PROSHARES SHORT 20 YEAR TREASURY74347X8492,680$59,2280.04%
186GRAINGER W W INC COM38480210490$58,8650.04%
187DTE ENERGY CO COMDTK552$58,7550.04%
188CLEVELAND-CLIFFS INC NEW COMCLF4,100$58,1790.04%
189TESLA INC COMTSLA288$57,9340.04%
190BORG WARNER AUTOMOTIVE INCBWA1,213$56,6590.04%
191NIKE INC CLASS BNKE528$56,2430.04%
192MCDONALDS CORP COMMCD194$55,2740.04%
193EMERSON ELEC CO COMEMR703$55,1080.04%
194INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ305$55,0050.04%
195BANK NEW YORK MELLON CORP COM0640581001,351$54,9720.04%
196ISHARES MSCI USA QUALITY FACTOR ETF46432F339425$54,5280.04%
197WEBSTER FINL CORP COM9478901091,481$54,1160.04%
198INTERPUBLIC GROUP COS INC COMINTR1,405$53,7830.03%
199FIRST TR INTER DURATN PFD & IN COM33718W1033,500$53,5500.03%
200PAYPAL HLDGS INC COMPYPL839$52,0600.03%
201BOSTON SCIENTIFIC CORP COMBSX1,015$51,2470.03%
202ALLEGRO MICROSYSTEMS INC COMALGM1,261$50,7680.03%
203MICROCHIP TECHNOLOGY INC. COMMCHPP659$50,6440.03%
204GENERAL MOTORS CORP37045V1001,500$50,0400.03%
205THERMO FISHER SCIENTIFIC INC COMTMO97$49,8790.03%
206GLOBAL X CLOUD COMPUTING ETF37954Y4422,690$48,9320.03%
207TAPESTRY INC COMTPR1,204$48,8580.03%
208ISHARES MBS ETF464288588522$48,7600.03%
209CROCS INC COMCROX421$48,1330.03%
210REGAL REXNORD CORPORATION COMRRX360$48,1000.03%
211MICHAEL KORS HOLDINGS LTDCPRI1,200$47,4960.03%
212DIREXION DAILY S&P 500 BEAR 1X SHARES25460E8693,100$47,3680.03%
213AMERICAN EXPRESS CO COMAXP299$47,2450.03%
214CITIGROUP INCC-PR1,048$46,8460.03%
215REINSURANCE GROUP AMER INC759351604325$46,4230.03%
216CANADIAN PACIFIC KANSAS CITY COMCP600$46,2710.03%
217SPDR GOLD ETFGLD254$46,2380.03%
218VANGUARD FINANCIALS ETF92204A405593$45,9520.03%
219CRISPR THERAPEUTICS AG NAMEN AKTCRSP709$45,8230.03%
220ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$45,0420.03%
221ABBOTT LABS COMABLZF439$44,6510.03%
222DARLING INGREDIENTS INC COMDAR697$44,3710.03%
223MICRON TECHNOLOGY INC COMMU606$43,4440.03%
224ARK NEXT GENERATION INTERNET ETF00214Q401813$42,5440.03%
225ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY535$42,0880.03%
226ULTA BEAUTY INC COMULTA102$42,0440.03%
227CADENCE DESIGN SYSTEM INC COMCDNS179$42,0200.03%
228CDW CORP COMCDW240$41,9060.03%
229GREENE CNTY BANCORP INC 3943571071,523$41,2890.03%
230GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI2,722$41,0210.03%
231KIMBERLY-CLARK CORP COMKMB307$41,0060.03%
232L3HARRIS TECHNOLOGIES INC COMLHX232$40,9110.03%
233WORKDAY INC CL AWDAY191$39,9340.03%
234ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$39,6660.03%
235DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,340$38,9140.03%
236ISHARES GOLD TRUST ETF IAU1,045$38,8110.03%
237CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104313$38,6370.03%
238IRON MTN INC DEL COM46284V101712$38,0210.02%
239MASTERCARD INC MA103$37,8530.02%
240EBAY INCEBAY859$37,4700.02%
241PROSPECT CAPITAL CORPORATION PSEC-PA6,000$37,4400.02%
242ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$36,6650.02%
243VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$36,0250.02%
244IQVIA HLDGS INC COMIQV181$35,9560.02%
245EXELON CORP COMEXC898$35,3270.02%
246EVERSOURCE ENERGY COMES515$34,9790.02%
247SOUTHERN CO COMSOMN500$34,9150.02%
248VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$34,7820.02%
249ALBEMARLE CORP COMALB-PA172$34,7200.02%
250WILLIAMS COS INC COM9694571001,200$34,2720.02%
251CONSTELLATION ENERGY CORP COMCEG408$34,1500.02%
252CHENIERE ENERGY INCLNG241$33,1980.02%
253CHIMERA INVT CORP COM NEW16934Q2086,900$33,1200.02%
254ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$32,8770.02%
255ISHARES RUSSELL MIDCAP ETF464287499480$32,7220.02%
256TARGET CORP COMTGT242$32,3890.02%
257INVESCO GLOBAL WATER ETFIVZ937$32,1950.02%
258RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$32,0780.02%
259SLR INVESTMENT CORP COMSLRC2,247$31,7500.02%
260ISHARES CORE HIGH DIVIDEND ETF46429B663323$31,6510.02%
261CROWN CASTLE INC COMCCI280$31,4190.02%
262SCHWAB SHORT TERM US TREASURY ETF808524862646$31,2600.02%
263VANGUARD MEGA CAP ETF921910873210$31,2190.02%
264ALTRIA GROUP INC COMMO701$31,0680.02%
265GRAPHIC PACKAGING HLDG CO COMGPK1,266$30,9660.02%
266BLACKSTONE GROUP LPBX346$29,8940.02%
267VANECK SEMICONDUCTOR ETF92189F676200$29,6140.02%
268PLUG PWR INCPLUG3,300$29,1720.02%
269APPLIED MATLS INC COM038222105204$27,8600.02%
270GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$27,7700.02%
271SANOFI SPONSORED ADRSNYNF544$27,4450.02%
272CHARTER COMMUNICATIONS INC NEW CL A16119P10882$27,3340.02%
273STAG INDL INC COM85254J102794$27,3290.02%
274FINANCIAL SELECT SECTOR SPDR FUND81369Y605829$26,6110.02%
275MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201575$26,2950.02%
276MODERNA INC COMMRNA200$25,7780.02%
277SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739551$25,7760.02%
278ISHARES MSCI TAIWAN ETF46434G772546$25,5690.02%
279SPDR S&P AEROSPACE & DEFENSE ETF78464A631228$25,4450.02%
280ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8661,065$24,8360.02%
281WELLS FARGO CO NEW COM949746101606$24,8340.02%
282BAIDU COM ADR BAIDF200$24,7240.02%
283LUMENTUM HLDGS INC COMLITE450$24,6870.02%
284CONOCOPHILLIPS COMCOP243$24,5920.02%
285CENOVUS ENERGY INC COMCVE1,500$24,5100.02%
286AIRBNB INC COM CL AABNB225$24,1180.02%
287CARLYLE SECURED LENDING INC COMCGBD1,700$23,4940.02%
288DUPONT DE NEMOURS INC COMDD317$21,7840.01%
289VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$21,4830.01%
290ALCON AG ORD SHSALC273$21,4520.01%
291DELTA AIR LINES INC DEL COM NEWDAL583$21,1510.01%
292REGENERON PHARMACEUTICALS INCREGN29$21,1290.01%
293CAPITAL ONE FINANCIAL CORP14040H105201$21,0470.01%
294ARK GENOMIC REVOLUTION ETF00214Q302660$20,9350.01%
295INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ194$20,7770.01%
296SPDR SER TR S&P DIVID ETF78464A763175$20,7270.01%
297VANGUARD MID CAP 922908629100$20,5400.01%
298BLACKROCK INC BLK30$20,2070.01%
299VANGUARD CONSUMER STAPLES ETF92204A207105$19,8810.01%
300WISDOMTREE TR INTL LARGECAP DIVID FDWT428$19,7910.01%
301SPDR S&P BIOTECH ETF78464A870236$19,6210.01%
302UNION PAC CORP COMUNP100$19,4200.01%
303LOWES COS INC COM54866110794$19,3360.01%
3043M CO COMMMM200$19,2120.01%
305ISHARES S&P U.S. PREFERRED STOCK ETF464288687633$19,1990.01%
306MARVELL TECHNOLOGY INC COMMRVL300$19,0200.01%
307BLUE OWL CAPITAL CORPORATION COMOWL1,400$18,7740.01%
308CORTEVA INC COMCTVA338$18,5800.01%
309TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$18,5540.01%
310TEXAS INSTRS INC COM882508104104$18,3610.01%
311BEAM THERAPEUTICS INC COMBEAM560$17,8640.01%
312VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081680$17,7700.01%
313UNITED PARCEL SERVICE INCUPS104$17,6550.01%
314MCCORMICK & CO INC COM NON VTGMKC-V200$17,0840.01%
315PROSHARES EQUITIES FOR RISING RATES ETF74347B391365$16,8890.01%
316ENVIRI CORP COMNVRI1,932$16,8080.01%
317CAMBRIA SHAREHOLDER YIELD ETF132061201300$16,7580.01%
318DOW INC COMDOW338$16,7310.01%
319PNC FINL SVCS GROUP INC COM693475105140$16,6390.01%
320FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$16,4900.01%
321VANGUARD LARGE CAP92290863785$16,3120.01%
322BRITISH AMERN TOB PLC SPONSORED ADR110448107500$16,1600.01%
323ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106463$16,1030.01%
324TRUIST FINL CORP COM89832Q109513$15,9490.01%
325TJX COS INC NEW COM872540109207$15,8890.01%
326TEXTRON INC COMTXT250$15,7700.01%
327VANGUARD VALUE ETF922908744113$15,2950.01%
328ISHARES RUSSELL 1000 ETF46428762266$15,2040.01%
329PIMCO CORPORATE & INCOME OPPOR COMPTY1,200$15,2040.01%
330NASDAQ INC COMNDAQ276$15,1660.01%
331PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$15,0360.01%
332SCHWAB US LARGE CAP GROWTH ETF 808524300212$14,9650.01%
333SPLUNK INC COM848637104150$14,8730.01%
334HERCULES CAPITAL INC COMHCXY1,000$14,7700.01%
335ENCANA CORPORATIONOVV443$14,7210.01%
336ISHARES MSCI EAFE ETF464287465205$14,6390.01%
337ISHARES CORE MSCI EAFE ETF46432F842217$14,4720.01%
338ACTIVISION INC00507V109180$14,4040.01%
339BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$14,3280.01%
340ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$14,1790.01%
341ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$14,1260.01%
342SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$14,0940.01%
343PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$13,9870.01%
344EDITAS MEDICINE INC COMEDIT1,525$13,6640.01%
345MANULIFE FINL CORP COM56501R106724$13,6040.01%
346URSTADT BIDDLE PPTYS INC CL A917286205708$13,5790.01%
347FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEXFLEX284$13,4880.01%
348SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889410$13,1240.01%
349SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853357$13,0550.01%
350TRAVEL PLUS LEISURE CO COM894164102350$12,9430.01%
351BLACKROCK TCP CAPITAL CORP COMTCPC1,250$12,9250.01%
352NNN REIT INC COMNNN300$12,6540.01%
353PACKAGING CORP AMER COM695156109100$12,6390.01%
354ECOLAB INC COMECL76$12,6010.01%
355ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,4680.01%
356ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$12,4430.01%
357DT MIDSTREAM INC COMMON STOCKDTM273$12,4380.01%
358ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E841550$12,3370.01%
359STARWOOD PPTY TR INC COMSTHO700$12,3270.01%
360FIVE9 INC COMFIVN200$12,1760.01%
361VANGUARD EUROPEAN 922042874200$12,1740.01%
362AUTODESK INC COMADSK62$12,0920.01%
363TRUSTCO BANK CM898349204412$11,7460.01%
364WABTEC COM929740108124$11,7120.01%
365CASSAVA SCIENCES INC COM14817C107498$11,3540.01%
366ISHARES RUSSELL 1000 GROWTH ETF46428761444$11,3410.01%
367INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ82$11,2890.01%
368VALERO ENERGY CORPVLO100$11,1660.01%
369ISHARES AGGREGATE BOND ETF464287226112$11,0010.01%
370INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$10,7980.01%
371PAYCHEX INCPAYX100$10,7340.01%
372INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$10,4620.01%
373ARBOR REALTY TRUST INC COMABR-PF800$10,1440.01%
374ISHARES COHEN & STEERS REIT ETF464287564187$9,8660.01%
375BIOGEN IDEC INCBIIB33$9,8570.01%
376ICAHN ENTERPRISES LP DEPOSITARY UNITIEP440$9,8470.01%
377MARRIOTT INTL INC NEW CL A57190320258$9,8070.01%
378ATLANTICA SUSTAINABLE INFR PLC SHSALDA400$9,7480.01%
379BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$9,7110.01%
380LIBERTY ALL STAR EQUITY FD 5301581041,612$9,6240.01%
381FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$9,5480.01%
382TRIMBLE INC COMTRMB200$9,4920.01%
383SCHWAB US DIVIDEND EQUITY ETF808524797133$9,3330.01%
384ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,2930.01%
385BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$9,2220.01%
386CHURCH & DWIGHT CO INC COMCHD100$9,1720.01%
387ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$9,1680.01%
388SIXTH STREET SPECIALTY LENDING COMTSLX500$9,1450.01%
389VORNADO RLTY TR SH BEN INT929042109655$9,0000.01%
390VANGUARD GROWTH ETF92290873633$8,7990.01%
391UGI CORP NEW COM902681105307$8,6730.01%
392GLOBAL MED REIT INC COM NEW37954A2041,000$8,5400.01%
393VANGUARD EXTENDED MARKET ETF92290865261$8,4760.01%
394GLOBAL X CYBERSECURITY ETF37954Y384352$8,4410.01%
395CROWDSTRIKE HLDGS INC CL ACRWD53$8,4050.01%
396ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$8,3480.01%
397GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$8,3340.01%
398ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$8,2370.01%
399INCYTE CORP COMINCY133$8,2290.01%
400KINDER MORGAN INCEP-PC503$8,1230.01%
401EXACT SCIENCES CORP COM30063P105100$8,1140.01%
402IONIS PHARMACEUTICALS INC COMIONS198$8,0290.01%
403CBS CORP CL B92556H206500$7,9300.01%
404SPDR PORTFOLIO S&P 500 ETF78464A854160$7,9020.01%
405CLOROX CO DEL COMCLX50$7,8470.01%
406FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$7,7980.01%
407STANLEY BLACK & DECKER INC COMSWK100$7,7480.01%
408CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER226344208300$7,6290.00%
409ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$7,5170.00%
410BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$7,4880.00%
411JBG SMITH PPTYS COM46590V100527$7,4730.00%
412BAXTER INTL INC COM071813109182$7,3400.00%
413TOYOTA MOTOR CORP ADSTOYOF53$7,3000.00%
414PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$7,2940.00%
415FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$6,9940.00%
416VIATRIS INC COMVTRS749$6,8760.00%
417GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF37960A644275$6,5590.00%
418ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$6,2920.00%
419SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,1240.00%
420MONSTER BEVERAGE CORP NEW COMMNST100$5,7750.00%
421M & T BK CORP COM55261F10446$5,7610.00%
422BP PLC SPONSORED ADRBPPFF164$5,7380.00%
423MORGAN STANLEYMS-PQ68$5,6730.00%
424VANGUARD UTILITIES92204A87640$5,6030.00%
425BITWISE CRYPTO INDUSTRY INNOVATORS ETF301505624772$5,4810.00%
426TELADOC HEALTH INC COMTDOC237$5,3140.00%
427VODAFONE GROUP NEW ADR F92857W308545$5,2700.00%
428B & G FOODS INC NEW COMBGS400$5,1600.00%
429SUBURBAN PROPANE PARTNERS LPSPH352$5,1500.00%
430NUVEEN ESG LARGE-CAP VALUE ETFNU156$5,1390.00%
431VERACYTE INC COMVCYT200$5,1360.00%
432TERADYNE INC COMTER50$5,1360.00%
433FIRST SOLAR INCFSLR25$5,0600.00%
434KRANESHARES CSI CHINA INTERNET ETF500767306200$5,0260.00%
435UNILEVER PLC SPON ADR NEWUNLYF100$4,9970.00%
436WARNER BROS DISCOVERY INC COM SER AWBD434$4,9040.00%
437DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW378$4,8650.00%
438KYNDRYL HLDGS INC COMMON STOCKKD381$4,7630.00%
439NATERA INC COMNTRA100$4,7080.00%
440BWX TECHNOLOGIES INC COMBWXT76$4,6410.00%
441INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$4,6400.00%
442TEUCRIUM CORN FUNDWEAT200$4,6400.00%
443KROGER CO COMKR100$4,5960.00%
4443D SYSTEMS CORPORATION88554D205560$4,5860.00%
445ZILLOW GROUP INC CL C CAP STKZ100$4,4710.00%
446PALANTIR TECHNOLOGIES INC CL APLTR300$4,4130.00%
447NUCANA PLC SPONSORED ADRNCNA5,130$4,2320.00%
448URSTADT BIDDLE PPTYS917286106221$4,2280.00%
449CELANESE CORP DEL COMCE39$4,2120.00%
450FIRST TRUST WATER ETF33733B10050$4,1090.00%
451BLACKROCK CORE BD TR SHS BEN INTBLK390$4,0480.00%
452ARROW FINL CORP042744102206$3,9590.00%
453ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$3,9290.00%
454SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$3,9210.00%
455ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$3,8310.00%
456BLUEGREEN VACATIONS HLDG CORP CLASS A096308101120$3,5200.00%
457BARRICK GOLD CORP F067901108200$3,3560.00%
458CANOPY GROWTH CORP COMCGC3,839$3,2730.00%
459ISHARES CORE MSCI EMERGING MARKETS ETF46434G10368$3,2620.00%
460CARNIVAL CORP COMMON STOCKCUKPF286$3,2550.00%
461PENTAIR PLC SHSPNR56$3,2020.00%
462WISDOMTREE EUROPE HEDGED EQUITY FUNDWT39$3,1700.00%
463SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1240.00%
464MICROSTRATEGY INC CL A NEWSTRK10$2,9930.00%
465PHREESIA INC COMPHR100$2,9820.00%
466ISHARES CORE S&P SMALL CAP ETF46428780431$2,9030.00%
467STRIDE INC COMLRN70$2,8070.00%
468VANGUARD SMALL-CAP GROWTH ETF92290859513$2,7930.00%
469SPDR S&P MIDCAP 400 ETF TRUSTMDY6$2,6770.00%
470ORGANON & CO COMMON STOCKOGN137$2,6400.00%
471ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,4980.00%
472PROSHARES BITCOIN STRATEGY ETF74347G440150$2,4180.00%
473RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,2880.00%
474ISHARES MSCI EAFE VALUE ETF46428887745$2,1710.00%
475FIRST TRUST SENIOR LOAN FUND33738D30948$2,1530.00%
476RESIDEO TECHNOLOGIES INC COMREZI127$2,0820.00%
477ISHARES SILVER TRUST ETFSLV95$2,0240.00%
478TILRAY BRANDS INC COMTLRY1,085$1,9860.00%
479FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$1,9750.00%
480QUAKER HOUGHTON COM74731610710$1,9340.00%
481UBER TECHNOLOGIES INC COMUBER50$1,8780.00%
482WISDOMTREE JAPAN HEDGED EQUITYWT24$1,8410.00%
483EDISON INTL COM28102010728$1,8400.00%
484INTERNATIONAL PAPER CO COM46014610358$1,7480.00%
485SEMRUSH HLDGS INC CL A COMSEMR235$1,7160.00%
486ACV AUCTIONS INC COM CL AACVA100$1,7150.00%
487MEDICAL PROPERTIES TRUST INC58463J304200$1,6300.00%
488MASTERBRAND INC COMMON STOCKMBC155$1,6140.00%
489HALEON PLC SPON ADSHLNCF200$1,6140.00%
490SENTINELONE INC CL AS75$1,5840.00%
491LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB54$1,5400.00%
492INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,5220.00%
493ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,5010.00%
494APTIV PLC SHSAPTV16$1,4600.00%
495CHEMOURS CO COMCC52$1,4410.00%
496BLINK CHARGING CO COMBLNK200$1,3800.00%
497BIONANO GENOMICS INC COMBNGO2,000$1,3790.00%
498ELECTRONICS ARTSEA10$1,2650.00%
499ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,2210.00%
500NIO INC SPON ADSNIOIF148$1,0970.00%