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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 Q4 2023 · Filed November 27, 2023 · Accession 0001633674-23-000004

Total Value
$153.3M
Positions
545
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT TERM CORP BOND FD ETF92206C409292,359$22.0M14.33%
2VANGUARD TOTAL STK MKT92290876999,472$21.1M13.78%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858238,105$10.4M6.79%
4VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407170,866$8.2M5.33%
5RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ75,545$6.9M4.49%
6VANGUARD FTSE EMERGING MARKETS ETF922042858128,984$5.1M3.30%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198223,630$4.7M3.03%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101155,526$3.7M2.43%
9APPLE INCAAPL18,356$3.1M2.05%
10SQUARESPACE INC CLASS A85225A10796,250$2.8M1.82%
11MICROSOFTMSFT6,681$2.1M1.38%
12SCHWAB EMERGING MARKET EQ ETF 80852470686,283$2.1M1.35%
13SCHWAB INTERNATIONAL EQUITY ETF80852480559,961$2.0M1.33%
14VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080531,781$1.5M0.98%
15VANGUARD TOTAL WORLD STOCK ETF92204274215,632$1.5M0.95%
16VANGUARD FTSE ALL WORLD EX-US ETF92204271812,556$1.3M0.87%
17IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ39,725$1.3M0.83%
18GOOGLE INCGOOG9,593$1.3M0.82%
19JPMORGAN ULTRA-SHORT INCOME ETF46641Q83724,000$1.2M0.79%
20PACER US CASH COWS 100 ETF69374H88123,725$1.2M0.76%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,245$1.1M0.74%
22ISHARES TREASURY FLOATING RATE BOND ETF46434V86022,170$1.1M0.73%
23VANGUARD TOTAL INTL STOCK IDEX ETF92190976820,946$1.1M0.73%
24POWERSHARES QQQ TRIVZ3,071$1.1M0.72%
25JPMORGAN CHASE & CO COMVYLD7,229$1.0M0.68%
26JOHNSON & JOHNSON COMJNJ6,192$964,4040.63%
27VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,261$931,6060.61%
28AMAZON.COM INCAMZN7,235$919,7130.60%
29JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33215,825$847,5870.55%
30EXXON MOBIL CORP COMXOM6,385$750,7480.49%
31INVESCO BUYBACK ACHIEVERS ETFIVZ8,302$746,8860.49%
32ARES CAPITAL CORP COMARCC37,654$733,1230.48%
33INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,084$720,2810.47%
34UNITEDHEALTH GROUPUNH1,352$681,6650.44%
35SPDR S&P 500 ETF TRUSTSPY1,459$623,6930.41%
36PEPSICO INC COMPEP3,562$603,5450.39%
37MAIN STR CAP CORP COM56035L10414,575$592,1820.39%
38ISHARES TIPS BOND ETF4642871765,479$568,2820.37%
39LINDE PLC SHSLIN1,419$528,3650.34%
40SUPER MICRO COMPUTER INC COMSMCI1,900$521,0180.34%
41META PLATFORMS INC CL AMETA1,711$513,6590.34%
42FIDELITY LOW VOLATILITY FACTOR ETF31609282410,453$508,3290.33%
43ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$476,7730.31%
44ENBRIDGE INC COMENNPF14,250$474,8940.31%
45BOEING CO COMBA-PA2,462$471,9160.31%
46BANK AMERICA CORP COM06050510417,210$471,2100.31%
47WISDOMTREE INTL SMALLCAP DIVIDENDWT7,870$452,2890.30%
48ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E84120,645$451,0930.29%
49BROADCOM INC COMAVGO543$451,0050.29%
50ADVANCED MICRO DEVICES INC COMAMD4,346$446,8560.29%
51BRISTOL-MYERS SQUIBB CO COMCELG-RI7,496$435,0680.28%
52ORACLE CORPORATIONORCL-PD4,097$433,9540.28%
53ABBVIE INC COMABBV2,658$396,2010.26%
54MERCK & CO INCMRK3,749$385,9600.25%
55DEERE & CO COMDE1,010$381,1540.25%
56ISHARES MSCI ACWI EX U.S. ETF4642882408,017$376,8790.25%
57MEDTRONIC PLC SHSMDT4,786$375,0310.24%
58VERIZON COMMUNICATIONSVZ11,256$364,8070.24%
59REALTY INCOME CORPO7,297$364,4120.24%
60ANAVEX LIFE SCIENCES CORP COM NEWAVXL54,956$359,9620.23%
61VANGUARD SMALL CAP ETF9229087511,880$355,3570.23%
62INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$351,2090.23%
63VANGUARD TOTAL BOND MARKET ETF9219378355,019$350,2260.23%
64GENERAL ELECTRIC CO COM NEW3696043013,140$347,1270.23%
65FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX8,192$331,2840.22%
66ENTERPRISE PRODS PARTNERS L P29379210712,000$328,4400.21%
67ISHARES TR S&P NY MUN BD FD4642883236,414$327,3060.21%
68RYMAN HOSPITALITY PPTYS INC COM78377T1073,862$321,6270.21%
69CHEVRON CORP NEW COMCVX1,898$320,0410.21%
70SPDR DOW JONES INDUSTRIAL ETF78467X109936$313,5130.20%
71ISHARES S&P 500 INDEX464287200717$307,9010.20%
72ISHARES MSCI EAFE SMALL CAP ETF4642882735,424$306,2930.20%
73SHELL PLC SPON ADSRYDAF4,700$302,5860.20%
74INTL BUSINESS MACHINESINTR2,109$295,9500.19%
75PIONEER NAT RES CO COM7237871071,263$289,9220.19%
76NVIDIA CORPNVDA666$289,7030.19%
77NATIONAL GRID TRANSCO PLCNMPWP4,524$274,2900.18%
78PROSHARES SHORT 7-10 YEAR TREASURY74348A6088,900$271,6730.18%
79ISHARES DJ SELECT DIVIDEND4642871682,476$266,5170.17%
80ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$263,1530.17%
81VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1024,545$261,7920.17%
82DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2898,300$259,4190.17%
83PFIZER INC COMPFE7,802$258,7920.17%
84ON SEMICONDUCTOR CORP COMON2,750$255,6130.17%
85ALPHABET INC CAP STK CL CGOOG1,920$253,1520.17%
86VANGUARD REIT INDEX ETF9229085533,339$252,6290.16%
87INTEL CORP COMINTC7,022$249,6320.16%
88SALESFORCE COM CRM1,219$247,1890.16%
89RTX CORPORATION COMRTX3,401$244,7700.16%
90STARBUCKS CORPSBUX2,600$237,3020.15%
91GOLDMAN SACHS GROUP INCGSCE727$235,2350.15%
92VANGUARD FTSE ALL-WORLD EX-US9220427754,520$234,4520.15%
93PROCTER AND GAMBLE CO COM7427181091,464$213,5390.14%
94PHILIP MORRIS INTL INC7181721092,256$208,8600.14%
95POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$207,4020.14%
96VANGUARD DIVIDEND APPRECIATION ETF9219088441,332$206,9660.13%
97ISHARES KLD SEL SOC FD 4642888022,210$198,8340.13%
98TE CONNECTIVITY LTDTEL1,590$196,4130.13%
99PALO ALTO NETWORKS INC COMPANW800$187,5520.12%
100ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8668,125$187,5250.12%
101ISHARES SEMICONDUCTOR ETF464287523390$184,7240.12%
102CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$181,4240.12%
103VANGUARD HEALTH CARE ETF92204A504764$179,6160.12%
104PERION NETWORK LTD SHS NEWPERI5,600$171,5280.11%
105FORTINET INC COMFTNT2,825$165,7710.11%
106TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,895$164,6760.11%
107INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ5,750$161,8630.11%
108VISA INCV693$159,3970.10%
109ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$158,9900.10%
110PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT14,900$158,8340.10%
111HONEYWELL INTL INC438516106842$155,5510.10%
112PIMCO DYNAMIC INCOME FD SHS72201Y1018,840$152,7550.10%
113NOVARTIS AG ADRNVSEF1,479$150,6510.10%
114ELI LILLY & CO COMLLY278$149,3220.10%
115WASTE MANAGEMENT INC94106L109945$144,0560.09%
116ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$143,8510.09%
117UNIVERSAL HLTH SVCS 9139031001,125$141,4460.09%
118WP CAREY INC COM92936U1092,540$137,3630.09%
119CARRIER GLOBAL CORPORATION COMCARR2,463$135,9580.09%
120ISHARES AMT-FREE MUNI BOND ETF4642884141,285$131,7640.09%
121HANNON ARMSTRONG SUST INFR CAP COM41068X1006,120$129,7440.08%
122COMCAST CORP NEW CL ACCZ2,863$126,9450.08%
123ISHARES US FINANCIAL SERVICES ETF464287770802$124,0210.08%
124CATERPILLAR INC COMCAT448$122,3040.08%
125SOUTHERN COPPER CORP COMSCCO1,612$121,3670.08%
126WALMART INC COMWMT750$119,9480.08%
127GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8552,144$118,2840.08%
128NOVO-NORDISK A S ADRNONOF1,260$114,5840.07%
129HOME DEPOTHD376$113,6120.07%
130ELEVANCE HEALTH INC COMELV260$113,2090.07%
131ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,000$112,2400.07%
132AMGEN INCAMGN404$108,5790.07%
133OTIS WORLDWIDE CORP COMOTIS1,350$108,4190.07%
134SIMON PPTY GROUP INC NEW COM8288061091,000$108,0300.07%
135DISNEY WALT CO COM2546871061,326$107,4720.07%
136AMERICAN TOWER CORP NEW COM03027X100630$103,6040.07%
137ISHARES SHORT TREASURY BOND ETF464288679904$99,8650.07%
138FEDEX CORPFDX369$97,7550.06%
139ZOETIS INC COM CL AZTS560$97,4290.06%
140DUKE ENERGY CORP NEW COM NEWDUKB1,082$95,4970.06%
141AMERICAN ELEC PWR CO INC COM0255371011,260$94,7770.06%
142KLA CORP COM NEWKLAC200$91,7320.06%
143NORFOLK SOUTHN CORP COM655844108465$91,5720.06%
144FORD MOTOR COMPANY3453708607,364$91,4570.06%
145CISCO SYS INCCSCO1,682$90,4240.06%
146GSK PLC SPONSORED ADRGLAXF2,480$89,9000.06%
147OMEGA HEALTHCARE INVS INC COM6819361002,700$89,5320.06%
148VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$89,0830.06%
149NEXTERA ENERGY INC COMNEE-PW1,524$87,3100.06%
150ACCENTURE LTD BERMUDA CL AACN284$87,2190.06%
151ISHARES CORE S&P MID CAP ETF464287507346$86,2750.06%
152ALPS MEDICAL BREAKTHROUGHS ETF00162Q5933,161$86,0460.06%
153CHARLES SCHWAB CORPSCHW-PJ1,559$85,5890.06%
154CONSOLIDATED EDISON INC COMED1,000$85,5300.06%
155VANECK MORTGAGE REIT INCOME ETF92189F4527,500$85,2750.06%
156AT&T INC COMT-PC5,595$84,0370.05%
157COCA COLA CO COMKO1,496$83,7460.05%
158CVS HEALTH CORP COMCVS1,197$83,5750.05%
159VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$83,4780.05%
160ADOBE SYS INCADBE159$81,0740.05%
161RITHM CAPITAL CORP COM NEWRITM-PF8,700$80,8230.05%
162ISHARES RUSSELL 2000 ETF464287655453$80,0630.05%
163JOHNSON CTLS INCG515021051,428$75,9840.05%
164ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$75,7660.05%
165KEYCORP COM4932671087,020$75,5350.05%
166ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$73,2120.05%
167ISHARES NASDAQ BIOTECHNOLOGY464287556597$73,0070.05%
168ISHARES FTSE CHINA ETF4642871842,715$72,0290.05%
169NETFLIX COM INCNFLX185$69,8560.05%
170ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY805$69,8260.05%
171EMERSON ELEC CO COMEMR703$67,8890.04%
172INVESCO FTSE RAFI US 1000 ETFIVZ2,100$66,8220.04%
173GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC963$65,5230.04%
174VANGUARD S&P 500 ETF922908363165$64,7960.04%
175CLEVELAND-CLIFFS INC NEW COMCLF4,100$64,0830.04%
176ISHARES MSCI USA QUALITY FACTOR ETF46432F339480$63,2590.04%
177ENTERGY CORP NEW COMENO679$62,8080.04%
178FISERV INC COMFISV555$62,6930.04%
179CSX CORPCSX1,987$61,1000.04%
180INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ1,525$59,7650.04%
181BANK NEW YORK MELLON CORP COM0640581001,350$57,5780.04%
182MP MATERIALS CORP COM CL AMP3,000$57,3000.04%
183MONDELEZ INTL INC CL A609207105813$56,4220.04%
184LINCOLN ELEC HLDGS INC COM533900106302$54,9010.04%
185DTE ENERGY CO COMDTK552$54,8030.04%
186BOSTON SCIENTIFIC CORP COMBSX1,015$53,5920.03%
187FIRST TR INTER DURATN PFD & IN COM33718W1033,500$52,1500.03%
188REGAL REXNORD CORPORATION COMRRX360$51,4370.03%
189MICROCHIP TECHNOLOGY INC. COMMCHPP659$51,4350.03%
190PULTE GROUP INC COM745867101690$51,0950.03%
191MCDONALDS CORP COMMCD193$50,8440.03%
192ULTA BEAUTY INC COMULTA127$50,7300.03%
193NIKE INC CLASS BNKE525$50,2010.03%
194THERMO FISHER SCIENTIFIC INC COMTMO97$49,0980.03%
195PAYPAL HLDGS INC COMPYPL839$49,0480.03%
196WEBSTER FINL CORP COM9478901091,216$49,0170.03%
197BORG WARNER AUTOMOTIVE INCBWA1,213$48,9690.03%
198GENERAL MLS INC COM370334104751$48,0560.03%
199VANGUARD FINANCIALS ETF92204A405593$47,6300.03%
200INTERPUBLIC GROUP COS INC COMINTR1,656$47,4610.03%
201REINSURANCE GROUP AMER INC759351604325$47,1870.03%
202TAPESTRY INC COMTPR1,627$46,7760.03%
203ISHARES MBS ETF464288588522$46,3540.03%
204DIREXION DAILY S&P 500 BEAR 1X SHARES25460E8693,100$46,0040.03%
205REGENERON PHARMACEUTICALS INCREGN55$45,2630.03%
206ISHARES MSCI USA VALUE FACTOR ETF46432F388497$45,0880.03%
207CANADIAN PACIFIC KANSAS CITY COMCP600$44,8110.03%
208ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$44,6170.03%
209CONSTELLATION ENERGY CORP COMCEG408$44,5050.03%
210AMERICAN EXPRESS CO COMAXP296$44,1600.03%
211SPDR GOLD ETFGLD254$43,5480.03%
212CITIGROUP INCC-PR1,048$43,1040.03%
213IRON MTN INC DEL COM46284V101712$42,3280.03%
214GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI2,734$42,2400.03%
215SYSCO CORP COMSYY639$42,2060.03%
216CADENCE DESIGN SYSTEM INC COMCDNS179$41,9400.03%
217WEATHERFORD INTL PLC ORD SHSG48833118462$41,7320.03%
218CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104313$41,7170.03%
219TESLA INC COMTSLA165$41,2860.03%
220WORKDAY INC CL AWDAY191$41,0360.03%
221MICRON TECHNOLOGY INC COMMU600$40,8180.03%
222WILLIAMS COS INC COM9694571001,200$40,4280.03%
223L3HARRIS TECHNOLOGIES INC COMLHX232$40,3960.03%
224ALLEGRO MICROSYSTEMS INC COMALGM1,261$40,2760.03%
225ISHARES U.S. FINANCIALS ETF464287788534$39,9220.03%
226MASTERCARD INC MA100$39,5910.03%
227ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$39,2530.03%
228NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$38,6100.03%
229EBAY INCEBAY859$37,8730.02%
230CHIMERA INVT CORP COM NEW16934Q2086,900$37,6740.02%
231KIMBERLY-CLARK CORP COMKMB307$37,1010.02%
232BLACKSTONE GROUP LPBX346$37,0700.02%
233CONOCOPHILLIPS COMCOP309$37,0180.02%
234DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,340$36,9250.02%
235GREENE CNTY BANCORP INC 3943571071,523$36,6280.02%
236ISHARES GOLD TRUST ETF IAU1,045$36,5650.02%
237DARLING INGREDIENTS INC COMDAR697$36,3830.02%
238PROSPECT CAPITAL CORPORATION PSEC-PA6,000$36,3000.02%
239CHARTER COMMUNICATIONS INC NEW CL A16119P10882$36,0650.02%
240IQVIA HLDGS INC COMIQV181$35,6120.02%
241VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$34,6900.02%
242SLR INVESTMENT CORP COMSLRC2,247$34,5810.02%
243RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$33,9870.02%
244EXELON CORP COMEXC898$33,9350.02%
245ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$33,7560.02%
246VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$33,4960.02%
247GRAPHIC PACKAGING HLDG CO COMGPK1,503$33,4870.02%
248ISHARES RUSSELL MIDCAP ETF464287499480$33,2160.02%
249SOUTHERN CO COMSOMN500$32,3600.02%
250ISHARES CORE HIGH DIVIDEND ETF46429B663323$31,9410.02%
251VANGUARD MEGA CAP ETF921910873210$31,8930.02%
252DOLLAR GEN CORP NEW COM256677105300$31,7400.02%
253INVESCO GLOBAL WATER ETFIVZ937$31,6520.02%
254ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$31,6230.02%
255CENOVUS ENERGY INC COMCVE1,500$31,2300.02%
256SCHWAB SHORT TERM US TREASURY ETF808524862646$30,9370.02%
257AIRBNB INC COM CL AABNB225$30,8720.02%
258GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$30,3800.02%
259EVERSOURCE ENERGY COMES515$29,9470.02%
260ALTRIA GROUP INC COMMO701$29,4770.02%
261SPLUNK INC COM848637104200$29,2500.02%
262ALBEMARLE CORP COMALB-PA172$29,2470.02%
263SANOFI SPONSORED ADRSNYNF544$29,1800.02%
264VANECK SEMICONDUCTOR ETF92189F676200$28,9960.02%
265APPLIED MATLS INC COM038222105199$27,5520.02%
266STAG INDL INC COM85254J102794$27,4010.02%
267BAIDU COM ADR BAIDF200$26,8700.02%
268TARGET CORP COMTGT239$26,4260.02%
269CROWN CASTLE INC COMCCI280$25,7680.02%
270SPDR S&P AEROSPACE & DEFENSE ETF78464A631228$25,5590.02%
271ARK NEXT GENERATION INTERNET ETF00214Q401468$25,3470.02%
272PLUG PWR INCPLUG3,300$25,0800.02%
273CARLYLE SECURED LENDING INC COMCGBD1,700$24,6500.02%
274WELLS FARGO CO NEW COM949746101600$24,5160.02%
275ISHARES MSCI TAIWAN ETF46434G772546$24,3350.02%
276INTELLIA THERAPEUTICS INC COMNTLA769$24,3160.02%
277GLOBAL X CLOUD COMPUTING ETF37954Y4421,290$24,2910.02%
278DUPONT DE NEMOURS INC COMDD317$23,6450.02%
279MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201525$23,1530.02%
280SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739500$23,1150.02%
281VANGUARD MID CAP 922908629110$22,9060.01%
282ISHARES AGGREGATE BOND ETF464287226235$22,0990.01%
283DELTA AIR LINES INC DEL COM NEWDAL583$21,5710.01%
284VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$21,1780.01%
285ALCON AG ORD SHSALC273$21,1750.01%
286VANGUARD VALUE ETF922908744151$20,8270.01%
287MODERNA INC COMMRNA200$20,6580.01%
288UNION PAC CORP COMUNP100$20,3630.01%
289INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ582$20,2300.01%
290SPDR SER TR S&P DIVID ETF78464A763175$20,1270.01%
291VANGUARD LARGE CAP922908637102$19,9600.01%
292LOWES COS INC COM54866110794$19,5370.01%
293TEXTRON INC COMTXT250$19,5350.01%
294WISDOMTREE TR INTL LARGECAP DIVID FDWT428$19,5250.01%
295BLACKROCK INC BLK30$19,3950.01%
296BLUE OWL CAPITAL CORPORATION COMOWL1,400$19,3900.01%
297VANGUARD CONSUMER STAPLES ETF92204A207105$19,1800.01%
298ISHARES S&P U.S. PREFERRED STOCK ETF464288687633$19,0850.01%
299REGENCY CTRS CORP COM758849103321$19,0800.01%
3003M CO COMMMM200$18,7240.01%
301CAMBRIA SHAREHOLDER YIELD ETF132061201300$18,5580.01%
302PROSHARES EQUITIES FOR RISING RATES ETF74347B391365$18,4760.01%
303TJX COS INC NEW COM872540109207$18,3980.01%
304ARK GENOMIC REVOLUTION ETF00214Q302660$18,3880.01%
305TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$18,3600.01%
306VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF92191081680$18,1520.01%
307ANALOG DEVICES INC COMADI100$17,5090.01%
308PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$17,4660.01%
309DOW INC COMDOW338$17,4270.01%
310CORTEVA INC COMCTVA338$17,2920.01%
311SPDR S&P BIOTECH ETF78464A870236$17,2330.01%
312ACTIVISION INC00507V109180$16,8530.01%
313TEXAS INSTRS INC COM882508104104$16,5370.01%
314ISHARES CORE MSCI EAFE ETF46432F842256$16,4740.01%
315HERCULES CAPITAL INC COMHCXY1,000$16,4200.01%
316MARVELL TECHNOLOGY INC COMMRVL300$16,2390.01%
317UNITED PARCEL SERVICE INCUPS104$16,2100.01%
318FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$15,8910.01%
319BRITISH AMERN TOB PLC SPONSORED ADR110448107500$15,7050.01%
320PIMCO CORPORATE & INCOME OPPOR COMPTY1,200$15,6840.01%
321ISHARES RUSSELL 1000 ETF46428762266$15,5040.01%
322SCHWAB US LARGE CAP GROWTH ETF 808524300212$15,4170.01%
323PACKAGING CORP AMER COM695156109100$15,3550.01%
324VANGUARD GROWTH ETF92290873656$15,2490.01%
325MCCORMICK & CO INC COM NON VTGMKC-V200$15,1280.01%
326BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$15,0240.01%
327VORNADO RLTY TR SH BEN INT929042109655$14,8550.01%
328TRUIST FINL CORP COM89832Q109513$14,6770.01%
329BLACKROCK TCP CAPITAL CORP COMTCPC1,250$14,6750.01%
330ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$14,5290.01%
331DT MIDSTREAM INC COMMON STOCKDTM273$14,4470.01%
332ISHARES RUSSELL 1000 GROWTH ETF46428761454$14,2730.01%
333PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$14,2560.01%
334VALERO ENERGY CORPVLO100$14,1710.01%
335ISHARES MSCI EAFE ETF464287465205$14,1290.01%
336ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$14,0510.01%
337CRISPR THERAPEUTICS AG NAMEN AKTCRSP309$14,0260.01%
338ENVIRI CORP COMNVRI1,932$13,9490.01%
339FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEXFLEX284$13,6170.01%
340SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$13,5500.01%
341STARWOOD PPTY TR INC COMSTHO700$13,5450.01%
342NASDAQ INC COMNDAQ276$13,4110.01%
343MANULIFE FINL CORP COM56501R106724$13,2350.01%
344SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853357$13,1730.01%
345ECOLAB INC COMECL76$12,8740.01%
346TRAVEL PLUS LEISURE CO COM894164102350$12,8560.01%
347AUTODESK INC COMADSK62$12,8280.01%
348SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889410$12,7140.01%
349WABTEC COM929740108116$12,3270.01%
350PNC FINL SVCS GROUP INC COM693475105100$12,2770.01%
351ARBOR REALTY TRUST INC COMABR-PF800$12,1440.01%
352MEDPACE HLDGS INC COMMEDP50$12,1070.01%
353ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,0180.01%
354ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$11,8340.01%
355VANGUARD EUROPEAN 922042874200$11,5860.01%
356PAYCHEX INCPAYX100$11,5330.01%
357BIOXCEL THERAPEUTICS INC COMBTAI4,527$11,4530.01%
358MARRIOTT INTL INC NEW CL A57190320258$11,4000.01%
359TRUSTCO BANK CM898349204412$11,2430.01%
360INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$10,9590.01%
361INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$10,8680.01%
362ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$10,7730.01%
363TRIMBLE INC COMTRMB200$10,7720.01%
364INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ246$10,7670.01%
365NNN REIT INC COMNNN300$10,6020.01%
366BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$10,4850.01%
367SIXTH STREET SPECIALTY LENDING COMTSLX500$10,2200.01%
368LIBERTY ALL STAR EQUITY FD 5301581041,694$10,0280.01%
369FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$9,6350.01%
370PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$9,5700.01%
371TOYOTA MOTOR CORP ADSTOYOF53$9,5270.01%
372ISHARES COHEN & STEERS REIT ETF464287564188$9,4130.01%
373ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,2150.01%
374CHURCH & DWIGHT CO INC COMCHD100$9,1630.01%
375IONIS PHARMACEUTICALS INC COMIONS198$8,9810.01%
376GLOBAL MED REIT INC COM NEW37954A2041,000$8,9700.01%
377ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$8,9120.01%
378CROWDSTRIKE HLDGS INC CL ACRWD53$8,8710.01%
379CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER226344208300$8,7750.01%
380VANGUARD EXTENDED MARKET ETF92290865261$8,7430.01%
381ICAHN ENTERPRISES LP DEPOSITARY UNITIEP440$8,7030.01%
382GLOBAL X CYBERSECURITY ETF37954Y384352$8,5500.01%
383BIOGEN IDEC INCBIIB33$8,4810.01%
384STANLEY BLACK & DECKER INC COMSWK100$8,3580.01%
385KINDER MORGAN INCEP-PC500$8,2900.01%
386CASSAVA SCIENCES INC COM14817C107498$8,2870.01%
387SPDR PORTFOLIO S&P 500 ETF78464A854160$8,0420.01%
388ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$8,0390.01%
389FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$7,8570.01%
390EASTMAN CHEMICAL COEMN102$7,8250.01%
391INCYTE CORP COMINCY133$7,6830.01%
392JBG SMITH PPTYS COM46590V100527$7,6200.00%
393ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$7,4920.00%
394GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$7,4160.00%
395VIATRIS INC COMVTRS749$7,3850.00%
396FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$7,1820.00%
397UGI CORP NEW COM902681105307$7,0610.00%
398BAXTER INTL INC COM071813109182$6,8690.00%
399EXACT SCIENCES CORP COM30063P105100$6,8220.00%
400ISHARES CORE MSCI EMERGING MARKETS ETF46434G103140$6,6630.00%
401CLOROX CO DEL COMCLX50$6,5530.00%
402GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF37960A644275$6,5290.00%
403BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$6,5220.00%
404ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$6,3690.00%
405BP PLC SPONSORED ADRBPPFF164$6,3500.00%
406DIGITAL WORLD ACQUISITION CORP CLASS A COMDJTWW378$6,2070.00%
407SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,1440.00%
408M & T BK CORP COM55261F10446$5,8170.00%
409KYNDRYL HLDGS INC COMMON STOCKKD381$5,7530.00%
410BWX TECHNOLOGIES INC COMBWXT76$5,6980.00%
411SUBURBAN PROPANE PARTNERS LPSPH352$5,6500.00%
412KRANESHARES CSI CHINA INTERNET ETF500767306200$5,4740.00%
413BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$5,3870.00%
414MONSTER BEVERAGE CORP NEW COMMNST100$5,2950.00%
415NUVEEN ESG LARGE-CAP VALUE ETFNU156$5,2400.00%
416BITWISE CRYPTO INDUSTRY INNOVATORS ETF301505624772$5,1720.00%
417VODAFONE GROUP NEW ADR F92857W308545$5,1670.00%
418VANGUARD UTILITIES92204A87640$5,1020.00%
419TERADYNE INC COMTER50$5,0230.00%
420UNILEVER PLC SPON ADR NEWUNLYF100$4,9400.00%
421MORGAN STANLEYMS-PQ60$4,9000.00%
422CELANESE CORP DEL COMCE39$4,8950.00%
423EDITAS MEDICINE INC COMEDIT625$4,8750.00%
424PALANTIR TECHNOLOGIES INC CL APLTR300$4,8000.00%
425WARNER BROS DISCOVERY INC COM SER AWBD434$4,7130.00%
426INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$4,6240.00%
427ZILLOW GROUP INC CL C CAP STKZ100$4,6160.00%
428KROGER CO COMKR100$4,4750.00%
429VERACYTE INC COMVCYT200$4,4660.00%
430SCHWAB US DIVIDEND EQUITY ETF80852479763$4,4580.00%
431NATERA INC COMNTRA100$4,4250.00%
432TELADOC HEALTH INC COMTDOC237$4,4060.00%
433TEUCRIUM CORN FUNDWEAT200$4,4040.00%
434BLUEGREEN VACATIONS HLDG CORP CLASS A096308101120$4,4020.00%
435FIRST TRUST WATER ETF33733B10050$4,1380.00%
436FIRST SOLAR INCFSLR25$4,0400.00%
437SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$3,9950.00%
438CARNIVAL CORP COMMON STOCKCUKPF286$3,9240.00%
439BLACKROCK CORE BD TR SHS BEN INTBLK390$3,8770.00%
440ATLANTICA SUSTAINABLE INFR PLC SHSALDA200$3,8200.00%
441ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$3,7090.00%
442ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$3,6800.00%
443PENTAIR PLC SHSPNR56$3,6260.00%
444ARROW FINL CORP042744102212$3,6080.00%
445MICROSTRATEGY INC CL A NEWSTRK10$3,2830.00%
446SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1870.00%
447STRIDE INC COMLRN70$3,1520.00%
448NUCANA PLC SPONSORED ADRNCNA5,130$3,1290.00%
449WISDOMTREE EUROPE HEDGED EQUITY FUNDWT78$3,0810.00%
450ISHARES RUSSELL 1000 VALUE ETF46428759820$3,0360.00%
451CANOPY GROWTH CORP COMCGC3,839$2,9820.00%
452ISHARES CORE S&P SMALL CAP ETF46428780431$2,9240.00%
453BARRICK GOLD CORP F067901108200$2,9100.00%
454BEAM THERAPEUTICS INC COMBEAM120$2,8860.00%
455VANGUARD SMALL-CAP GROWTH ETF92290859513$2,7840.00%
4563D SYSTEMS CORPORATION88554D205560$2,7500.00%
457SPDR S&P MIDCAP 400 ETF TRUSTMDY6$2,7400.00%
458TILRAY BRANDS INC COMTLRY1,085$2,5930.00%
459RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,5640.00%
460ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,5220.00%
461UBER TECHNOLOGIES INC COMUBER50$2,3000.00%
462ISHARES MSCI EAFE VALUE ETF46428887745$2,2020.00%
463FIRST TRUST SENIOR LOAN FUND33738D30948$2,1960.00%
464WISDOMTREE JAPAN HEDGED EQUITYWT24$2,1180.00%
465PROSHARES BITCOIN STRATEGY ETF74347G440150$2,0720.00%
466INTERNATIONAL PAPER CO COM46014610358$2,0570.00%
467RESIDEO TECHNOLOGIES INC COMREZI127$2,0070.00%
468SEMRUSH HLDGS INC CL A COMSEMR235$1,9980.00%
469FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$1,9820.00%
470NBT BANCORP INCNBTB61$1,9450.00%
471ISHARES SILVER TRUST ETFSLV95$1,9320.00%
472MASTERBRAND INC COMMON STOCKMBC155$1,8830.00%
473PHREESIA INC COMPHR100$1,8680.00%
474EDISON INTL COM28102010728$1,7720.00%
475HALEON PLC SPON ADSHLNCF200$1,6660.00%
476QUAKER HOUGHTON COM74731610710$1,6000.00%
477APTIV PLC SHSAPTV16$1,5770.00%
478ACV AUCTIONS INC COM CL AACVA100$1,5180.00%
479INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,4630.00%
480CHEMOURS CO COMCC52$1,4590.00%
481AFFIRM HLDGS INC COM CL AAFRM68$1,4460.00%
482ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,4430.00%
483LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB54$1,3750.00%
484NIO INC SPON ADSNIOIF148$1,3380.00%
485SENTINELONE INC CL AS75$1,2650.00%
486ELECTRONICS ARTSEA10$1,2040.00%
487ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,2020.00%
488SCHWAB ETFS- US BROAD MARKET ETF80852410222$1,0970.00%
489ORGANON & CO COMMON STOCKOGN63$1,0940.00%
490MEDICAL PROPERTIES TRUST INC58463J304200$1,0900.00%
491ISHARES U.S. TECHNOLOGY ETF46428772110$1,0490.00%
492FINANCIAL SELECT SECTOR SPDR FUND81369Y60531$1,0280.00%
493SNAP INC CL ASNAP103$9180.00%
494VERITIV CORP COM9234541025$8450.00%
495SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$8400.00%
496RIVIAN AUTOMOTIVE INC COM CL ARIVN34$8260.00%
497ISHARES INC MSCI EMUINDEX FD46428660819$8030.00%
498ROCKET LAB USA INC COMRKLB175$7670.00%
499BLACKROCK SHORT DURATION BOND ETF46431W50713$6490.00%
500ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40715$6150.00%