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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 2024 · Filed May 7, 2024 · Accession 0001633674-24-000002

Total Value
$170.7M
Positions
536
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STK MKT92290876999,502$25.9M15.15%
2VANGUARD SHORT TERM CORP BOND FD ETF92206C409276,848$21.4M12.54%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858235,156$11.8M6.91%
4RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ74,742$8.0M4.71%
5VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407158,487$7.8M4.57%
6VANGUARD FTSE EMERGING MARKETS ETF922042858126,273$5.3M3.09%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198217,626$4.6M2.70%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101153,077$3.6M2.13%
9SQUARESPACE INC CLASS A85225A10796,250$3.5M2.06%
10APPLE INCAAPL16,790$2.9M1.69%
11MICROSOFTMSFT6,655$2.8M1.64%
12SCHWAB INTERNATIONAL EQUITY ETF80852480559,820$2.3M1.37%
13SCHWAB EMERGING MARKET EQ ETF80852470683,943$2.1M1.24%
14VANGUARD TOTAL WORLD STOCK ETF92204274215,314$1.7M0.99%
15JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q83733,500$1.7M0.99%
16GOOGLE INCGOOG10,342$1.6M0.91%
17JPMORGAN CHASE & CO COMVYLD7,329$1.5M0.86%
18VANGUARD FTSE ALL WORLD EX-US ETF92204271812,293$1.4M0.84%
19VANGUARD TOTAL INTL STOCK IDEX ETF92190976822,621$1.4M0.80%
20POWERSHARES QQQ TRIVZ3,054$1.4M0.79%
21AMAZON.COM INCAMZN7,435$1.3M0.79%
22PACER US CASH COWS 100 ETF69374H88122,405$1.3M0.76%
23BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,045$1.3M0.75%
24IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ38,338$1.2M0.70%
25SUPER MICRO COMPUTER INC COMSMCI1,000$1.0M0.59%
26JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND46641Q33216,950$980,7270.57%
27VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,142$977,5690.57%
28ISHARES TREASURY FLOATING RATE BOND ETF46434V86019,220$974,2620.57%
29JOHNSON & JOHNSON COMJNJ5,992$947,8740.56%
30META PLATFORMS INC CL AMETA1,952$947,8520.56%
31INVESCO BUYBACK ACHIEVERS ETFIVZ8,252$893,0600.52%
32INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,051$855,4030.50%
33NVIDIA CORPNVDA924$834,8890.49%
34VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080517,166$822,0800.48%
35ARES CAPITAL CORP COMARCC39,354$819,3500.48%
36ADVANCED MICRO DEVICES INC COMAMD4,439$801,1950.47%
37SPDR S&P 500 ETF TRUSTSPY1,509$789,3130.46%
38BROADCOM INC COMAVGO590$781,9920.46%
39UNITEDHEALTH GROUPUNH1,502$743,0390.44%
40LINDE PLC SHSLIN1,497$695,0870.41%
41MAIN STR CAP CORP COM56035L10414,575$689,5430.40%
42EXXON MOBIL CORP COMXOM5,698$662,3360.39%
43BANK AMERICA CORP COM06050510417,210$652,6030.38%
44PEPSICO INC COMPEP3,562$623,3860.37%
45ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E84127,743$614,7850.36%
46BOEING CO COMBA-PA3,162$610,2340.36%
47ISHARES TIPS BOND ETF4642871765,479$588,4990.34%
48FIDELITY LOW VOLATILITY FACTOR ETF3160928249,943$558,5980.33%
49GE AEROSPACE COM NEW3696043013,140$551,1640.32%
50ENBRIDGE INC COMENNPF14,850$537,2150.31%
51WISDOMTREE INTL SMALLCAP DIVIDENDWT7,870$513,2030.30%
52MERCK & CO INCMRK3,749$494,6810.29%
53ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$490,6470.29%
54VERIZON COMMUNICATIONSVZ10,706$449,2240.26%
55RYMAN HOSPITALITY PPTYS INC COM78377T1073,862$446,4860.26%
56VANGUARD SMALL CAP ETF9229087511,880$429,6350.25%
57ABBVIE INC COMABBV2,356$429,0280.25%
58ISHARES MSCI ACWI EX U.S. ETF4642882408,007$427,4940.25%
59INTL BUSINESS MACHINESINTR2,209$421,9090.25%
60ORACLE CORPORATIONORCL-PD3,347$420,4170.25%
61MEDTRONIC PLC SHSMDT4,784$416,9260.24%
62SALESFORCE COMCRM1,324$398,7620.23%
63VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1026,628$384,8880.23%
64REALTY INCOME CORPO6,997$378,5380.22%
65INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$373,1890.22%
66SPDR DOW JONES INDUSTRIAL ETF78467X109936$372,3030.22%
67VANGUARD TOTAL BOND MARKET ETF9219378354,984$361,9880.21%
68DEERE & CO COMDE856$351,5930.21%
69ENTERPRISE PRODS PARTNERS L P29379210712,000$350,1600.21%
70ISHARES MSCI EAFE SMALL CAP ETF4642882735,424$343,5020.20%
71RTX CORPORATION COMRTX3,401$331,7000.19%
72PIONEER NAT RES CO COM7237871071,237$324,7130.19%
73DEFIANCE NEXT GEN CONNECTIVITY ETF26922A2898,300$324,3640.19%
74SHELL PLC SPON ADSRYDAF4,700$315,0880.18%
75NATIONAL GRID TRANSCO PLCNMPWP4,524$308,6270.18%
76INTEL CORP COMINTC6,982$308,3950.18%
77ISHARES DJ SELECT DIVIDEND4642871682,476$304,9940.18%
78CHEVRON CORP NEW COMCVX1,928$304,1230.18%
79GOLDMAN SACHS GROUP INCGSCE727$303,6610.18%
80ISHARES RUSSELL 2000 ETF4642876551,413$297,1540.17%
81FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX7,062$290,0360.17%
82ALPHABET INC CAP STK CL CGOOG1,900$289,2940.17%
83ISHARES TR S&P NY MUN BD FD4642883235,236$281,7490.17%
84VANGUARD REIT INDEX ETF9229085533,249$280,9740.16%
85BRISTOL-MYERS SQUIBB CO COMCELG-RI5,046$273,6450.16%
86ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$265,7850.16%
87ANAVEX LIFE SCIENCES CORP COM NEWAVXL51,966$264,5070.15%
88ISHARES SEMICONDUCTOR ETF4642875231,170$264,3260.15%
89PROSHARES SHORT 7-10 YEAR TREASURY74348A6088,900$260,3330.15%
90POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$259,6230.15%
91TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,895$257,8150.15%
92ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86610,754$249,8150.15%
93ELI LILLY & CO COMLLY313$243,5010.14%
94ISHARES KLD SEL SOC FD4642888022,210$241,2660.14%
95STARBUCKS CORPSBUX2,600$237,6140.14%
96PROCTER AND GAMBLE CO COM7427181091,464$237,5340.14%
97PALO ALTO NETWORKS INC COMPANW800$227,3040.13%
98VANGUARD DIVIDEND APPRECIATION ETF9219088441,239$226,2540.13%
99TE CONNECTIVITY LTDTEL1,517$220,3290.13%
100VANGUARD FTSE ALL-WORLD EX-US9220427753,587$210,3780.12%
101CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$207,2440.12%
102UNIVERSAL HLTH SVCS9139031001,125$205,2680.12%
103INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ5,750$202,3430.12%
104PHILIP MORRIS INTL INC7181721092,202$201,7470.12%
105WASTE MANAGEMENT INC94106L109945$201,4270.12%
106PERION NETWORK LTD SHS NEWPERI8,800$197,8240.12%
107VISA INCV663$185,0300.11%
108PFIZER INC COMPFE6,638$184,2050.11%
109ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$183,1180.11%
110VANGUARD HEALTH CARE ETF92204A504669$180,9780.11%
111PIMCO DYNAMIC INCOME FD SHS72201Y1019,340$180,1690.11%
112ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$178,1310.10%
113NOVO-NORDISK A S ADRNONOF1,360$174,6240.10%
114HONEYWELL INTL INC438516106842$172,8210.10%
115SOUTHERN COPPER CORP COMSCCO1,612$171,7100.10%
116CARRIER GLOBAL CORPORATION COMCARR2,863$166,4260.10%
117CATERPILLAR INC COMCAT448$164,1610.10%
118HANNON ARMSTRONG SUST INFR CAP COM41068X1005,620$159,6080.09%
119ISHARES US FINANCIAL SERVICES ETF4642877702,406$159,5180.09%
120ISHARES S&P 500 INDEX464287200301$158,2450.09%
121SIMON PPTY GROUP INC NEW COM8288061091,000$156,4900.09%
122PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT13,700$155,9060.09%
123JOHNSON CTLS INCG515021052,323$151,7380.09%
124ON SEMICONDUCTOR CORP COMON2,050$150,7780.09%
125HOME DEPOTHD376$144,2340.08%
126WP CAREY INC COM92936U1092,540$143,3580.08%
127NOVARTIS AG ADRNVSEF1,479$143,0640.08%
128L3HARRIS TECHNOLOGIES INC COMLHX657$140,0070.08%
129KLA CORP COM NEWKLAC200$139,7140.08%
130FORTINET INC COMFTNT2,000$136,6200.08%
131ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,621$135,6080.08%
132ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E5936,977$135,4930.08%
133WALMART INC COMWMT2,250$135,3830.08%
134OTIS WORLDWIDE CORP COMOTIS1,350$134,0150.08%
135ISHARES SHORT TREASURY BOND ETF4642886791,176$129,9950.08%
136ISHARES AMT-FREE MUNI BOND ETF4642884141,185$127,5060.07%
137NORFOLK SOUTHN CORP COM655844108465$118,5150.07%
138AMGEN INCAMGN404$114,8650.07%
139VANGUARD S&P 500 ETF922908363235$112,9650.07%
140COMCAST CORP NEW CL ACCZ2,603$112,8400.07%
141DISNEY WALT CO COM254687106922$112,8160.07%
142CHARLES SCHWAB CORPSCHW-PJ1,559$112,7780.07%
143NETFLIX COM INCNFLX185$112,3560.07%
144AMERICAN TOWER CORP NEW COM03027X100555$109,6620.06%
145KEYCORP COM4932671086,870$108,6150.06%
146AMERICAN ELEC PWR CO INC COM0255371011,260$108,4860.06%
147ALPS MEDICAL BREAKTHROUGHS ETF00162Q5932,996$107,1070.06%
148FEDEX CORPFDX369$106,9140.06%
149DUKE ENERGY CORP NEW COM NEWDUKB1,082$104,6400.06%
150ACCENTURE LTD BERMUDA CL AACN283$98,0910.06%
151FORD MOTOR COMPANY3453708607,364$97,7900.06%
152NEXTERA ENERGY INC COMNEE-PW1,524$97,3990.06%
153RITHM CAPITAL CORP COM NEWRITM-PF8,700$97,0920.06%
154CVS HEALTH CORP COMCVS1,197$95,4730.06%
155VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$95,1130.06%
156AT&T INC COMT-PC5,390$94,8640.06%
157ZOETIS INC COM CL AZTS560$94,7580.06%
158CLEVELAND-CLIFFS INC NEW COMCLF4,100$93,2340.05%
159COCA COLA CO COMKO1,496$91,5250.05%
160CONSOLIDATED EDISON INC COMED1,000$90,8100.05%
161VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$89,7350.05%
162FISERV INC COMFISV555$88,7000.05%
163VANECK MORTGAGE REIT INCOME ETF92189F4527,500$87,6750.05%
164ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$87,5810.05%
165GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC963$87,5460.05%
166OMEGA HEALTHCARE INVS INC COM6819361002,700$85,5090.05%
167CITIGROUP INCC-PR1,348$85,2480.05%
168GSK PLC SPONSORED ADRGLAXF1,980$84,8830.05%
169CISCO SYS INCCSCO1,682$83,9490.05%
170PULTE GROUP INC COM745867101690$83,2280.05%
171ELEVANCE HEALTH INC COMELV160$82,9660.05%
172ISHARES NASDAQ BIOTECHNOLOGY464287556597$81,9200.05%
173INVESCO FTSE RAFI US 1000 ETFIVZ2,100$80,7870.05%
174ISHARES CORE S&P MID CAP ETF4642875071,330$80,7840.05%
175EMERSON ELEC CO COMEMR703$79,7340.05%
176ISHARES MSCI USA QUALITY FACTOR ETF46432F339480$78,8880.05%
177INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ1,525$77,3180.05%
178CONSTELLATION ENERGY CORP COMCEG408$75,4190.04%
179ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$75,3980.04%
180CROWDSTRIKE HLDGS INC CL ACRWD235$75,3390.04%
181VANECK SEMICONDUCTOR ETF92189F676329$74,0220.04%
182CSX CORPCSX1,987$73,6580.04%
183ENTERGY CORP NEW COMENO679$71,7570.04%
184ADOBE SYS INCADBE140$70,6440.04%
185TAPESTRY INC COMTPR1,484$70,4600.04%
186BOSTON SCIENTIFIC CORP COMBSX1,015$69,5170.04%
187BANK NEW YORK MELLON CORP COM0640581001,199$69,0860.04%
188GENERAL MLS INC COM370334104973$68,0810.04%
189SYSCO CORP COMSYY824$66,8920.04%
190ISHARES FTSE CHINA ETF4642871842,715$65,3500.04%
191FIRST TR INTER DURATN PFD & IN COM33718W1033,500$62,7200.04%
192REINSURANCE GROUP AMER INC759351604325$62,6860.04%
193DTE ENERGY CO COMDTK552$61,9010.04%
194WEBSTER FINL CORP COM9478901091,216$61,7360.04%
195AMERICAN EXPRESS CO COMAXP271$61,7040.04%
196HOWMET AEROSPACE INC COMHWM890$60,9030.04%
197VANGUARD FINANCIALS ETF92204A405593$60,7170.04%
198LINCOLN ELEC HLDGS INC COM533900106235$60,0280.04%
199REGENERON PHARMACEUTICALS INCREGN60$57,7490.03%
200KIMBERLY-CLARK CORP COMKMB440$56,9140.03%
201MONDELEZ INTL INC CL A609207105813$56,9100.03%
202THERMO FISHER SCIENTIFIC INC COMTMO97$56,3770.03%
203PAYPAL HLDGS INC COMPYPL839$56,2050.03%
204CADENCE DESIGN SYSTEM INC COMCDNS179$55,7190.03%
205MCDONALDS CORP COMMCD193$54,4160.03%
206ISHARES MSCI USA VALUE FACTOR ETF46432F388497$53,8300.03%
207WEATHERFORD INTL PLC ORD SHSG48833118462$53,3240.03%
208CANADIAN PACIFIC KANSAS CITY COMCP600$52,9580.03%
209SPDR GOLD ETFGLD254$52,2530.03%
210WORKDAY INC CL AWDAY191$52,0950.03%
211GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8551,150$52,0840.03%
212CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104313$51,3350.03%
213LULULEMON ATHLETICA INCLULU131$51,1750.03%
214ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$50,2700.03%
215AUTOLIV INC COMALV412$49,6170.03%
216NIKE INC CLASS BNKE525$49,3400.03%
217MASTERCARD INCMA100$48,1570.03%
218SERVICENOW INC COMNOW63$48,0310.03%
219DOLLAR GEN CORP NEW COM256677105300$46,8180.03%
220WILLIAMS COS INC COM9694571001,200$46,7640.03%
221ISHARES MBS ETF464288588500$46,2100.03%
222IQVIA HLDGS INC COMIQV181$45,7730.03%
223NVENT ELECTRIC PLC SHSNVT607$45,7680.03%
224BLACKSTONE GROUP LPBX346$45,4540.03%
225GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI2,756$44,8950.03%
226IRON MTN INC DEL COM46284V101559$44,8370.03%
227ISHARES GOLD TRUST ETFIAU1,045$43,9000.03%
228GRAPHIC PACKAGING HLDG CO COMGPK1,503$43,8580.03%
229GREENE CNTY BANCORP INC3943571071,523$43,8470.03%
230MP MATERIALS CORP COM CL AMP3,000$42,9000.03%
231TARGET CORP COMTGT239$42,3530.02%
232FIDELITY WISE ORIGIN BITCOIN FUNDFBTC665$41,2700.02%
233RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$41,1550.02%
234APPLIED MATLS INC COM038222105199$41,0400.02%
235ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$40,7790.02%
236INVESCO GLOBAL WATER ETFIVZ937$40,3940.02%
237ISHARES RUSSELL MIDCAP ETF464287499480$40,3350.02%
238ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$40,2690.02%
239GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$39,8100.02%
240VANGUARD MEGA CAP ETF921910873210$39,2430.02%
241NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$39,1040.02%
242ARK NEXT GENERATION INTERNET ETF00214Q401468$38,9840.02%
243AIRBNB INC COM CL AABNB225$37,1160.02%
244SOUTHERN CO COMSOMN500$35,8700.02%
245ISHARES CORE HIGH DIVIDEND ETF46429B663323$35,5980.02%
246VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$35,5400.02%
247VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$35,3910.02%
248WELLS FARGO CO NEW COM949746101600$34,7760.02%
249SLR INVESTMENT CORP COMSLRC2,247$34,4910.02%
250EXELON CORP COMEXC898$33,7380.02%
251ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$33,5400.02%
252PROSPECT CAPITAL CORPORATIONPSEC-PA6,000$33,1200.02%
253DIAMONDBACK ENERGY INC COMFANG166$32,8960.02%
254SPDR S&P AEROSPACE & DEFENSE ETF78464A631228$32,0360.02%
255VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF921910816111$31,8140.02%
256PORTLAND GEN ELEC CO COM NEW736508847753$31,6260.02%
257T-MOBILE US INC COMTMUSZ191$31,1750.02%
258STAG INDL INC COM85254J102794$30,5210.02%
259CENOVUS ENERGY INC COMCVE1,500$29,9850.02%
260ISHARES MSCI TAIWAN ETF46434G772614$29,8910.02%
261ALTRIA GROUP INC COMMO645$28,1350.02%
262GLOBAL X CLOUD COMPUTING ETF37954Y4421,290$28,0580.02%
263DELTA AIR LINES INC DEL COM NEWDAL583$27,9080.02%
264CARLYLE SECURED LENDING INC COMCGBD1,700$27,6760.02%
265VANGUARD MID CAP922908629110$27,4850.02%
266SANOFI SPONSORED ADRSNYNF544$26,4380.02%
267SCHWAB SHORT TERM US TREASURY ETF808524862546$26,3230.02%
268TESLA INC COMTSLA147$25,8410.02%
269BLACKROCK INCBLK30$25,0110.01%
270ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY340$24,6020.01%
271UNION PAC CORP COMUNP100$24,5930.01%
272VANGUARD VALUE ETF922908744151$24,5920.01%
273MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201525$24,4180.01%
274DUPONT DE NEMOURS INC COMDD317$24,3040.01%
275VANGUARD HIGH DIVIDEND YIELD921946406200$24,1980.01%
276TEXTRON INC COMTXT250$23,9830.01%
277LOWES COS INC COM54866110794$23,9450.01%
278CHARTER COMMUNICATIONS INC NEW CL A16119P10882$23,8320.01%
279TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$23,3260.01%
280ISHARES AGGREGATE BOND ETF464287226235$23,0160.01%
281SPDR SER TR S&P DIVID ETF78464A763175$22,9670.01%
282VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$22,9240.01%
283ALCON AG ORD SHSALC273$22,6590.01%
284SPDR S&P BIOTECH ETF78464A870236$22,3940.01%
285PROSHARES EQUITIES FOR RISING RATES ETF74347B391365$22,3900.01%
286CAMBRIA SHAREHOLDER YIELD ETF132061201300$21,9810.01%
287INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ582$21,6680.01%
288BLUE OWL CAPITAL CORPORATION COMOWL1,400$21,5320.01%
289VANGUARD CONSUMER STAPLES ETF92204A207105$21,4350.01%
290MODERNA INC COMMRNA200$21,3120.01%
291MARVELL TECHNOLOGY INC COMMRVL300$21,2640.01%
2923M CO COMMMM200$21,2140.01%
293ARBOR REALTY TRUST INC COMABR-PF1,600$21,2000.01%
294INTELLIA THERAPEUTICS INC COMNTLA769$21,1550.01%
295CRISPR THERAPEUTICS AG NAMEN AKTCRSP309$21,0610.01%
296BAIDU COM ADRBAIDF200$21,0560.01%
297TJX COS INC NEW COM872540109207$20,9940.01%
298MEDPACE HLDGS INC COMMEDP50$20,2080.01%
299TRUIST FINL CORP COM89832Q109513$19,9970.01%
300ANALOG DEVICES INC COMADI100$19,7790.01%
301SCHWAB US LARGE CAP GROWTH ETF808524300212$19,6570.01%
302DOW INC COMDOW338$19,5800.01%
303CORTEVA INC COMCTVA338$19,4920.01%
304ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$19,4840.01%
305REGENCY CTRS CORP COM758849103321$19,4400.01%
306VANGUARD GROWTH ETF92290873656$19,2750.01%
307ISHARES RUSSELL 1000 ETF46428762266$19,0100.01%
308ARK GENOMIC REVOLUTION ETF00214Q302660$18,9820.01%
309PACKAGING CORP AMER COM695156109100$18,9780.01%
310SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739400$18,9760.01%
311VORNADO RLTY TR SH BEN INT929042109655$18,8440.01%
312TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW303$18,7740.01%
313VANGUARD LARGE CAP92290863777$18,4620.01%
314HERCULES CAPITAL INC COMHCXY1,000$18,4500.01%
315TEXAS INSTRS INC COM882508104104$18,1180.01%
316MANULIFE FINL CORP COM56501R106724$18,0930.01%
317ISHARES RUSSELL 1000 GROWTH ETF46428761454$18,0860.01%
318FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$17,9480.01%
319PIMCO CORPORATE & INCOME OPPOR COMPTY1,200$17,8440.01%
320DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,040$17,8090.01%
321ENVIRI CORP COMNVRI1,932$17,6780.01%
322ECOLAB INC COMECL76$17,5480.01%
323NASDAQ INC COMNDAQ276$17,4160.01%
324TRAVEL PLUS LEISURE CO COM894164102350$17,1360.01%
325VALERO ENERGY CORPVLO100$17,0690.01%
326MICROSTRATEGY INC CL A NEWSTRK10$17,0460.01%
327WABTEC COM929740108116$16,8990.01%
328PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$16,7570.01%
329DT MIDSTREAM INC COMMON STOCKDTM273$16,6800.01%
330BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$16,5360.01%
331GLOBAL X CYBERSECURITY ETF37954Y384552$16,4220.01%
332ISHARES MSCI EAFE ETF464287465205$16,3710.01%
333ISHARES CORE MSCI EAFE ETF46432F842219$16,2540.01%
334AUTODESK INC COMADSK62$16,1460.01%
335PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$15,8040.01%
336UNITED PARCEL SERVICE INCUPS104$15,4580.01%
337SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853357$15,3650.01%
338MCCORMICK & CO INC COM NON VTGMKC-V200$15,3620.01%
339BRITISH AMERN TOB PLC SPONSORED ADR110448107500$15,2500.01%
340SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$15,1030.01%
341PLUG PWR INCPLUG4,300$14,7920.01%
342ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$14,7080.01%
343SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889410$14,6940.01%
344MARRIOTT INTL INC NEW CL A57190320258$14,6340.01%
345FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND MORNINGSTARFLEX284$14,5790.01%
346STARWOOD PPTY TR INC COMSTHO700$14,2310.01%
347VANGUARD EUROPEAN922042874200$13,4680.01%
348TOYOTA MOTOR CORP ADSTOYOF53$13,3390.01%
349FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$13,1240.01%
350BLACKROCK TCP CAPITAL CORP COMTCPC1,250$13,0380.01%
351TRIMBLE INC COMTRMB200$12,8720.01%
352ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$12,8520.01%
353NNN REIT INC COMNNN300$12,8220.01%
354BIOXCEL THERAPEUTICS INC COMBTAI4,527$12,7660.01%
355LIBERTY ALL STAR EQUITY FD5301581041,778$12,7130.01%
356ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,6930.01%
357ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$12,6350.01%
358INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$12,3830.01%
359PAYCHEX INCPAYX100$12,2800.01%
360INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$12,0820.01%
361EBAY INCEBAY225$11,8760.01%
362MICRON TECHNOLOGY INC COMMU100$11,7890.01%
363TRUSTCO BANK CM898349204412$11,6020.01%
364ISHARES S&P U.S. PREFERRED STOCK ETF464288687358$11,5380.01%
365INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ246$11,4140.01%
366ISHARES COHEN & STEERS REIT ETF464287564193$11,1110.01%
367BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$11,0790.01%
368VANGUARD INFORMATION TECHNOLOGY ETF92204A70221$11,0110.01%
369SIXTH STREET SPECIALTY LENDING COMTSLX500$10,7150.01%
370VANGUARD EXTENDED MARKET ETF92290865261$10,6910.01%
371CHURCH & DWIGHT CO INC COMCHD100$10,4310.01%
372PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$10,4000.01%
373EASTMAN CHEMICAL COEMN102$10,2220.01%
374BITWISE CRYPTO INDUSTRY INNOVATORS ETF301505624772$10,1600.01%
375SPDR PORTFOLIO S&P 500 ETF78464A854160$9,8450.01%
376STANLEY BLACK & DECKER INC COMSWK100$9,7930.01%
377ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,7160.01%
378ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$9,6840.01%
379GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$9,5430.01%
380FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$9,2290.01%
381KINDER MORGAN INCEP-PC500$9,1700.01%
382NATERA INC COMNTRA100$9,1460.01%
383ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$9,0930.01%
384VIATRIS INC COMVTRS749$8,9430.01%
385CHIMERA INVT CORP COM NEW16934Q2081,900$8,7590.01%
386GLOBAL MED REIT INC COM NEW37954A2041,000$8,7500.01%
387ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$8,6680.01%
388IONIS PHARMACEUTICALS INC COMIONS198$8,5830.01%
389FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$8,5210.00%
390JBG SMITH PPTYS COM46590V100527$8,4580.00%
391KYNDRYL HLDGS INC COMMON STOCKKD381$8,2910.00%
392ISHARES MSCI EMERGING MARKETS ETF464287234200$8,2160.00%
393BWX TECHNOLOGIES INC COMBWXT76$7,7990.00%
394BAXTER INTL INC COM071813109182$7,7790.00%
395CLOROX CO DEL COMCLX50$7,6560.00%
396INCYTE CORP COMINCY133$7,5770.00%
397UGI CORP NEW COM902681105307$7,5340.00%
398ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$7,3550.00%
399ISHARES CORE MSCI EMERGING MARKETS ETF46434G103140$7,2240.00%
400SUBURBAN PROPANE PARTNERS LPSPH352$7,1910.00%
401GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF37960A644275$7,1910.00%
402BIOGEN IDEC INCBIIB33$7,1160.00%
403BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$6,9690.00%
404EXACT SCIENCES CORP COM30063P105100$6,9060.00%
405PALANTIR TECHNOLOGIES INC CL APLTR300$6,9030.00%
406CELANESE CORP DEL COMCE39$6,7030.00%
407M & T BK CORP COM55261F10446$6,6900.00%
408CONCENTRIX CORP COMCNXC100$6,6220.00%
409GLOBAL X INTERNET OF THINGS ETF37954Y780175$6,3400.00%
410BP PLC SPONSORED ADRBPPFF164$6,1800.00%
411SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,1660.00%
412NUVEEN ESG LARGE-CAP VALUE ETFNU156$6,0620.00%
413MONSTER BEVERAGE CORP NEW COMMNST100$5,9280.00%
414KROGER CO COMKR100$5,7130.00%
415VANGUARD UTILITIES92204A87640$5,7030.00%
416TERADYNE INC COMTER50$5,6420.00%
417BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$5,5280.00%
418ARROW FINL CORP042744102212$5,3040.00%
419INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$5,2390.00%
420FIRST TRUST WATER ETF33733B10050$5,1050.00%
421ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E874210$5,0270.00%
422UNILEVER PLC SPON ADR NEWUNLYF100$5,0190.00%
423SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$4,9750.00%
424ZILLOW GROUP INC CL C CAP STKZ100$4,8780.00%
425VODAFONE GROUP NEW ADR F92857W308545$4,8510.00%
426PENTAIR PLC SHSPNR56$4,7850.00%
427CARNIVAL CORP PAIRED CTFCUKPF286$4,6730.00%
428EDITAS MEDICINE INC COMEDIT625$4,6380.00%
429ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$4,6180.00%
430VERACYTE INC COMVCYT200$4,4320.00%
431STRIDE INC COMLRN70$4,4140.00%
432FIRST SOLAR INCFSLR25$4,2200.00%
433BLACKROCK CORE BD TR SHS BEN INTBLK390$4,2120.00%
434ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$4,0480.00%
435TEUCRIUM CORN FUNDWEAT200$4,0360.00%
436BEAM THERAPEUTICS INC COMBEAM120$3,9650.00%
437ROUNDHILL MAGNIFICENT SEVEN ETF53656G498100$3,9150.00%
438WARNER BROS DISCOVERY INC COM SER AWBD434$3,7890.00%
439CASSAVA SCIENCES INC COM14817C107186$3,7740.00%
440WISDOMTREE EUROPE HEDGED EQUITY FUNDWT78$3,7670.00%
441ATLANTICA SUSTAINABLE INFR PLC SHSALDA200$3,6960.00%
442OMEGA THERAPEUTICS INC COMMON STOCK68217N1051,000$3,6500.00%
443ISHARES RUSSELL 1000 VALUE ETF46428759820$3,5820.00%
444ISHARES CORE S&P SMALL CAP ETF46428780431$3,4260.00%
445VANGUARD SMALL-CAP GROWTH ETF92290859513$3,3890.00%
446SPDR S&P MIDCAP 400 ETF TRUSTMDY6$3,3380.00%
447BARRICK GOLD CORP F067901108200$3,3280.00%
448CANOPY GROWTH CORP COM NEWCGC381$3,2830.00%
449SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,2000.00%
450SEMRUSH HLDGS INC CL A COMSEMR235$3,1160.00%
451MASTERBRAND INC COMMON STOCKMBC155$2,9050.00%
452RESIDEO TECHNOLOGIES INC COMREZI127$2,8470.00%
453ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,7340.00%
454TILRAY BRANDS INC COMTLRY1,085$2,6800.00%
455WISDOMTREE JAPAN HEDGED EQUITYWT24$2,6040.00%
456AFFIRM HLDGS INC COM CL AAFRM68$2,5340.00%
4573D SYSTEMS CORPORATION88554D205560$2,4860.00%
458ISHARES MSCI EAFE VALUE ETF46428887745$2,4480.00%
459RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,4240.00%
460PHREESIA INC COMPHR100$2,3930.00%
461ROCKET LAB USA INC COMRKLB575$2,3630.00%
462NBT BANCORP INCNBTB62$2,2910.00%
463INTERNATIONAL PAPER CO COM46014610358$2,2630.00%
464FIRST TRUST SENIOR LOAN FUND33738D30948$2,2180.00%
465FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$2,2150.00%
466ISHARES SILVER TRUST ETFSLV95$2,1610.00%
467NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH100$2,0930.00%
468QUAKER HOUGHTON COM74731610710$2,0530.00%
469EDISON INTL COM28102010728$1,9800.00%
470ACV AUCTIONS INC COM CL AACVA100$1,8770.00%
471SENTINELONE INC CL AS75$1,7480.00%
472HALEON PLC SPON ADSHLNCF200$1,6980.00%
473LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB54$1,6040.00%
474INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,5530.00%
475ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,5040.00%
476CHEMOURS CO COMCC52$1,3660.00%
477ISHARES U.S. TECHNOLOGY ETF46428772110$1,3510.00%
478SCHWAB ETFS- US BROAD MARKET ETF80852410222$1,3430.00%
479NUCANA PLC SPONSORED ADRNCNA5,130$1,3340.00%
480FINANCIAL SELECT SECTOR SPDR FUND81369Y60531$1,3060.00%
481ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,3000.00%
482DIREXION DAILY S&P 500 BEAR 1X SHARES25460E869100$1,2170.00%
483ORGANON & CO COMMON STOCKOGN63$1,1840.00%
484SNAP INC CL ASNAP103$1,1820.00%
485ISHARES INC MSCI EMUINDEX FD46428660819$9700.00%
486SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$9420.00%
487MEDICAL PROPERTIES TRUST INC58463J304200$9400.00%
488HARTFORD FINL SVCS GROUP INCHIG-PG8$8240.00%
489ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E85836$8180.00%
490BLACKROCK SHORT DURATION BOND ETF46431W50713$6560.00%
491ISHARES MSCI JAPAN ETF46434G8229$6420.00%
492ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40715$6380.00%
493BROOKDALE SR LIVING INC COM11246310495$6280.00%
494BLINK CHARGING CO COMBLNK200$6020.00%
495SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6226$5710.00%
496LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB13$5700.00%
497CENTERPOINT ENERGY INC COMCNP19$5410.00%
498ACCO BRANDS CORP COMACCO94$5270.00%
499NIO INC SPON ADSNIOIF100$4500.00%
500CLOUGH SELECT EQUITY ETF53656F63115$4160.00%