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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 2024 · Filed August 12, 2024 · Accession 0001633674-24-000003

Total Value
$166.6M
Positions
538
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STK MKT92290876998,744$26.4M15.85%
2VANGUARD SHORT TERM CORP BOND FD ETF92206C409269,727$20.8M12.51%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858231,054$11.4M6.85%
4VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407155,680$7.6M4.55%
5RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ73,401$7.3M4.37%
6VANGUARD FTSE EMERGING MARKETS ETF922042858124,741$5.5M3.28%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198212,849$4.5M2.69%
8FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101150,260$3.6M2.16%
9APPLE INCAAPL16,412$3.5M2.07%
10MICROSOFTMSFT6,655$3.0M1.79%
11SCHWAB INTERNATIONAL EQUITY ETF80852480558,813$2.3M1.36%
12SCHWAB EMERGING MARKET EQ ETF80852470684,263$2.2M1.34%
13GOOGLE INCGOOG10,287$1.9M1.12%
14VANGUARD TOTAL WORLD STOCK ETF92204274215,319$1.7M1.04%
15JPMORGAN ULTRA-SHORT INCOME ETF46641Q83731,900$1.6M0.97%
16JPMORGAN CHASE & CO. COMVYLD7,491$1.5M0.91%
17AMAZON.COM INCAMZN7,735$1.5M0.90%
18POWERSHARES QQQ TRIVZ3,063$1.5M0.88%
19VANGUARD FTSE ALL WORLD EX-US ETF92204271812,318$1.4M0.87%
20VANGUARD TOTAL INTL STOCK IDEX ETF92190976822,009$1.3M0.80%
21PACER US CASH COWS 100 ETF69374H88124,295$1.3M0.79%
22IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ38,997$1.3M0.75%
23BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,010$1.2M0.73%
24NVIDIA CORPNVDA9,240$1.1M0.69%
25META PLATFORMS INC CL AMETA2,252$1.1M0.68%
26VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87012,183$973,7880.58%
27ISHARES TREASURY FLOATING RATE BOND ETF46434V86019,220$973,6850.58%
28JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33217,100$969,2280.58%
29EXXON MOBIL CORP COMXOM8,368$963,3240.58%
30BROADCOM INC COMAVGO590$947,2630.57%
31JOHNSON & JOHNSON COMJNJ5,842$853,8670.51%
32INVESCO BUYBACK ACHIEVERS ETFIVZ8,100$841,5660.51%
33SPDR S&P 500 ETF TRUSTSPY1,529$832,1120.50%
34VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080517,066$828,3840.50%
35ARES CAPITAL CORP COMARCC39,354$820,1370.49%
36SUPER MICRO COMPUTER INC COMSMCI1,000$819,3500.49%
37INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,945$812,3460.49%
38UNITEDHEALTH GROUPUNH1,502$764,9090.46%
39ADVANCED MICRO DEVICES INC COMAMD4,557$739,1910.44%
40MAIN STR CAP CORP COM56035L10414,575$735,8920.44%
41BANK AMERICA CORP COM06050510417,210$684,4420.41%
42LINDE PLC SHSLIN1,497$656,8990.39%
43ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E84127,743$612,4270.37%
44PEPSICO INC COMPEP3,562$587,4810.35%
45ISHARES TIPS BOND ETF4642871765,479$585,0480.35%
46BOEING CO COMBA-PA3,212$584,6160.35%
47FIDELITY LOW VOLATILITY FACTOR ETF3160928249,943$567,1500.34%
48ENBRIDGE INC COMENNPF14,850$528,2470.32%
49GE AEROSPACE COM NEW3696043013,123$496,4630.30%
50WISDOMTREE INTL SMALLCAP DIVIDENDWT7,769$492,8340.30%
51ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$490,2640.29%
52ORACLE CORPORATIONORCL-PD3,347$472,5960.28%
53ISHARES MSCI ACWI EX U.S. ETF4642882408,748$464,7720.28%
54MERCK & CO INCMRK3,749$464,1260.28%
55VERIZON COMMUNICATIONSVZ10,706$441,5150.26%
56VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1027,053$409,0030.25%
57VANGUARD SMALL CAP ETF9229087511,857$404,9170.24%
58ABBVIE INC COMABBV2,356$404,1010.24%
59INTL BUSINESS MACHINESINTR2,209$382,1180.23%
60MEDTRONIC PLC SHSMDT4,784$376,5490.23%
61INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$376,1720.23%
62SALESFORCE COMCRM1,424$366,1100.22%
63VANGUARD TOTAL BOND MARKET ETF9219378354,984$359,0970.22%
64SPDR DOW JONES INDUSTRIAL ETF78467X109906$354,3640.21%
65ALPHABET INC CAP STK CL CGOOG1,900$348,4980.21%
66ENTERPRISE PRODS PARTNERS L P29379210712,000$347,7600.21%
67DEFIANCE CONNECTIVE TECHNOLOGIES ETF26922A2898,300$346,9400.21%
68RYMAN HOSPITALITY PPTYS INC COM78377T1073,437$343,2190.21%
69RTX CORPORATION COMRTX3,401$341,4260.20%
70SHELL PLC SPON ADSRYDAF4,700$339,2460.20%
71ISHARES MSCI EAFE SMALL CAP ETF4642882735,424$334,3350.20%
72TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,895$329,3700.20%
73GOLDMAN SACHS GROUP INCGSCE727$328,8370.20%
74ISHARES RUSSELL 2000 ETF4642876551,583$321,1750.19%
75DEERE & CO COMDE856$319,8270.19%
76REALTY INCOME CORPO5,997$316,7620.19%
77ELI LILLY & CO COMLLY336$304,2080.18%
78CHEVRON CORP NEW COMCVX1,928$301,5780.18%
79ISHARES DJ SELECT DIVIDEND4642871682,476$299,5460.18%
80ISHARES SEMICONDUCTOR ETF4642875231,170$288,5570.17%
81ISHARES TR S&P NY MUN BD FD4642883235,236$279,5500.17%
82FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX6,912$277,4480.17%
83PALO ALTO NETWORKS INC COMPANW800$271,2080.16%
84VANGUARD REIT INDEX ETF9229085533,171$265,6260.16%
85ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$265,3630.16%
86PROSHARES SHORT 7-10 YEAR TREASURY74348A6088,900$263,0840.16%
87NATIONAL GRID TRANSCO PLCNMPWP4,524$256,9630.15%
88POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$253,1490.15%
89ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86610,754$249,7080.15%
90ISHARES KLD SEL SOC FD4642888022,210$248,3380.15%
91PROCTER AND GAMBLE CO COM7427181091,464$241,4430.14%
92TE CONNECTIVITY LTDTEL1,517$228,2020.14%
93VANGUARD DIVIDEND APPRECIATION ETF9219088441,239$226,1790.14%
94PHILIP MORRIS INTL INC7181721092,202$223,1290.13%
95ANAVEX LIFE SCIENCES CORP COM NEWAVXL51,966$219,2970.13%
96INTEL CORP COMINTC6,982$216,2330.13%
97INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ5,750$210,7950.13%
98UNIVERSAL HLTH SVCS9139031001,125$208,0460.12%
99CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$205,5650.12%
100STARBUCKS CORPSBUX2,600$202,4100.12%
101WASTE MANAGEMENT INC94106L109945$201,6060.12%
102NOVO-NORDISK A S ADRNONOF1,410$201,2630.12%
103PFIZER INC COMPFE6,638$185,7310.11%
104ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$183,5030.11%
105CARRIER GLOBAL CORPORATION COMCARR2,863$180,5980.11%
106HONEYWELL INTL INC438516106842$179,8010.11%
107VANGUARD HEALTH CARE ETF92204A504669$177,9540.11%
108PIMCO DYNAMIC INCOME FD SHS72201Y1019,340$175,6850.11%
109SOUTHERN COPPER CORP COMSCCO1,628$175,4010.11%
110VISA INCV663$174,0180.10%
111ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$173,3350.10%
112L3HARRIS TECHNOLOGIES INC COMLHX757$170,0070.10%
113VANGUARD FTSE ALL-WORLD EX-US9220427752,865$167,9740.10%
114HA SUSTAINABLE INFRA CAP INC COM41068X1005,620$166,3520.10%
115KLA CORP COM NEWKLAC200$164,9020.10%
116ISHARES S&P 500 INDEX464287200301$164,7160.10%
117PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT13,700$158,0980.09%
118NOVARTIS AG ADRNVSEF1,479$157,4540.09%
119ISHARES US FINANCIAL SERVICES ETF4642877702,406$156,8950.09%
120JOHNSON CTLS INCG515021052,323$154,4100.09%
121WALMART INC COMWMT2,250$152,3480.09%
122SIMON PPTY GROUP INC NEW COM8288061091,000$151,8000.09%
123CATERPILLAR INC COMCAT448$149,2290.09%
124ON SEMICONDUCTOR CORP COMON2,050$140,5280.08%
125ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,621$139,8330.08%
126WP CAREY INC COM92936U1092,540$139,8270.08%
127HOME DEPOTHD394$135,6310.08%
128ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E5936,977$134,4820.08%
129OTIS WORLDWIDE CORP COMOTIS1,350$129,9510.08%
130ISHARES SHORT TREASURY BOND ETF4642886791,176$129,9480.08%
131GE VERNOVA INC COMGEV756$129,6620.08%
132VANGUARD S&P 500 ETF922908363256$128,0330.08%
133ISHARES AMT-FREE MUNI BOND ETF4642884141,185$126,2620.08%
134AMGEN INCAMGN404$126,2300.08%
135CHARLES SCHWAB CORPSCHW-PJ1,559$114,8830.07%
136FEDEX CORPFDX369$110,6410.07%
137AMERICAN ELEC PWR CO INC COM0255371011,260$110,5520.07%
138DUKE ENERGY CORP NEW COM NEWDUKB1,082$108,4490.07%
139NEXTERA ENERGY INC COMNEE-PW1,524$107,9140.06%
140AMERICAN TOWER CORP NEW COM03027X100555$107,8810.06%
141AT&T INC COMT-PC5,390$103,0030.06%
142ALPS MEDICAL BREAKTHROUGHS ETF00162Q5932,996$100,6130.06%
143NORFOLK SOUTHN CORP COM655844108465$99,8310.06%
144BRISTOL-MYERS SQUIBB CO COMCELG-RI2,400$99,6720.06%
145ISHARES CORE S&P MID CAP ETF4642875071,700$99,4840.06%
146ZOETIS INC COM CL AZTS560$97,0820.06%
147COCA COLA CO COMKO1,496$95,2200.06%
148ISHARES MSCI USA QUALITY FACTOR ETF46432F339556$94,9430.06%
149RITHM CAPITAL CORP COM NEWRITM-PF8,700$94,9170.06%
150VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$94,7820.06%
151OMEGA HEALTHCARE INVS INC COM6819361002,700$92,4750.06%
152DISNEY WALT CO COM254687106922$91,5450.05%
153FORD MOTOR COMPANY3453708607,209$90,3970.05%
154CROWDSTRIKE HLDGS INC CL ACRWD235$90,0500.05%
155VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$89,6810.05%
156CONSOLIDATED EDISON INC COMED1,000$89,4200.05%
157TJX COS INC NEW COM872540109794$87,4190.05%
158ELEVANCE HEALTH INC COMELV160$86,6980.05%
159ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$86,3430.05%
160ACCENTURE LTD BERMUDA CL AACN283$85,8650.05%
161VANECK SEMICONDUCTOR ETF92189F676329$85,7700.05%
162CITIGROUP INCC-PR1,348$85,5440.05%
163VANECK MORTGAGE REIT INCOME ETF92189F4527,500$83,9250.05%
164FISERV INC COMFISV555$82,7170.05%
165CONSTELLATION ENERGY CORP COMCEG408$81,7100.05%
166INVESCO FTSE RAFI US 1000 ETFIVZ2,100$79,6950.05%
167KEYCORP COM4932671085,520$78,4390.05%
168ISHARES NASDAQ BIOTECHNOLOGY464287556567$77,8260.05%
169ADOBE SYS INCADBE140$77,7760.05%
170NETFLIX COM INCNFLX115$77,6110.05%
171EMERSON ELEC CO COMEMR703$77,4420.05%
172ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$75,4290.05%
173INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ1,525$74,3440.04%
174GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC934$72,7770.04%
175ENTERGY CORP NEW COMENO679$72,6530.04%
176ISHARES FTSE CHINA ETF4642871842,715$70,5630.04%
177CVS HEALTH CORP COMCVS1,147$67,7420.04%
178PULTE GROUP INC COM745867101606$66,7210.04%
179REINSURANCE GROUP AMER INC759351604325$66,7130.04%
180BOSTON SCIENTIFIC CORP COMBSX847$65,2270.04%
181FIRST TR INTER DURATN PFD & IN COM33718W1033,500$64,2950.04%
182TAPESTRY INC COMTPR1,484$63,5000.04%
183BANK NEW YORK MELLON CORP COM0640581001,056$63,2440.04%
184CLEVELAND-CLIFFS INC NEW COMCLF4,100$63,0990.04%
185REGENERON PHARMACEUTICALS INCREGN60$63,0620.04%
186AMERICAN EXPRESS CO COMAXP271$62,7500.04%
187GENERAL MLS INC COM370334104973$61,5520.04%
188DTE ENERGY CO COMDTK552$61,2780.04%
189KIMBERLY-CLARK CORP COMKMB440$60,8080.04%
190ISHARES MBS ETF464288588656$60,2270.04%
191VANGUARD FINANCIALS ETF92204A405593$59,2290.04%
192SYSCO CORP COMSYY824$58,8250.04%
193NVENT ELECTRIC PLC SHSNVT757$57,9940.03%
194CADENCE DESIGN SYSTEM INC COMCDNS179$55,0870.03%
195HOWMET AEROSPACE INC COMHWM706$54,8070.03%
196SPDR GOLD ETFGLD254$54,6130.03%
197CLEAN HARBORS INC COMCLH241$54,5020.03%
198THERMO FISHER SCIENTIFIC INC COMTMO97$53,6410.03%
199MONDELEZ INTL INC CL A609207105813$53,2030.03%
200IQVIA HLDGS INC COMIQV249$52,6490.03%
201ISHARES MSCI USA VALUE FACTOR ETF46432F388497$51,4200.03%
202GREENE CNTY BANCORP INC3943571071,523$51,3400.03%
203COMCAST CORP NEW CL ACCZ1,308$51,2210.03%
204WILLIAMS COS INC COM9694571001,200$51,0000.03%
205ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$50,8570.03%
206WEATHERFORD INTL PLC ORD SHSG48833118412$50,4490.03%
207SERVICENOW INC COMNOW63$49,5600.03%
208PAYPAL HLDGS INC COMPYPL839$48,6870.03%
209T-MOBILE US INC COMTMUSZ273$48,0970.03%
210CANADIAN PACIFIC KANSAS CITY COMCP600$47,2470.03%
211APPLIED MATLS INC COM038222105199$46,9620.03%
212MICRON TECHNOLOGY INC COMMU352$46,2990.03%
213ISHARES GOLD TRUST ETFIAU1,045$45,9070.03%
214WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWT2,137$44,6460.03%
215GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8551,150$44,6320.03%
216MASTERCARD INCMA100$44,1160.03%
217MCDONALDS CORP COMMCD173$44,0870.03%
218AUTOLIV INC COMALV412$44,0800.03%
219CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104263$43,3950.03%
220BLACKSTONE GROUP LPBX346$42,8350.03%
221WORKDAY INC CL AWDAY191$42,7000.03%
222SPDR S&P AEROSPACE & DEFENSE ETF78464A631301$42,1340.03%
223IRON MTN INC DEL COM46284V101470$42,1210.03%
224VANGUARD MEGA CAP ETF921910873210$41,4310.02%
225GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI2,767$40,9790.02%
226ISHARES U.S. TREASURY BOND ETF46429B2671,815$40,9650.02%
227ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$40,2930.02%
228DOLLAR GEN CORP NEW COM256677105300$39,6690.02%
229NIKE INC CLASS BNKE525$39,5690.02%
230GRAPHIC PACKAGING HLDG CO COMGPK1,503$39,3940.02%
231ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$39,0040.02%
232ISHARES RUSSELL MIDCAP ETF464287499480$38,8910.02%
233SOUTHERN CO COMSOMN500$38,7850.02%
234ISHARES CORE MSCI EAFE ETF46432F842531$38,5720.02%
235RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$38,5400.02%
236MP MATERIALS CORP COM CL AMP3,000$38,1900.02%
237INVESCO GLOBAL WATER ETFIVZ937$37,8590.02%
238GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,000$37,0200.02%
239ARK NEXT GENERATION INTERNET ETF00214Q401468$36,5180.02%
240SLR INVESTMENT CORP COMSLRC2,247$36,1540.02%
241DELL TECHNOLOGIES INC CL CDELL261$35,9950.02%
242NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$35,9320.02%
243WELLS FARGO CO NEW COM949746101600$35,6340.02%
244TARGET CORP COMTGT239$35,3820.02%
245VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$35,3460.02%
246ISHARES CORE HIGH DIVIDEND ETF46429B663323$35,1100.02%
247VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$35,0020.02%
248FIDELITY WISE ORIGIN BITCOIN FUNDFBTC665$34,8860.02%
249VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF921910816111$34,8770.02%
250BITWISE CRYPTO INDUSTRY INNOVATORS ETF3015056242,534$34,1580.02%
251AIRBNB INC COM CL AABNB225$34,1170.02%
252ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$33,3190.02%
253ISHARES MSCI TAIWAN ETF46434G772614$33,2750.02%
254DIAMONDBACK ENERGY INC COMFANG166$33,2320.02%
255PROSPECT CAPITAL CORPORATIONPSEC-PA6,000$33,1800.02%
256PORTLAND GEN ELEC CO COM NEW736508847753$32,5600.02%
257QUALCOMM INC COMQCOM162$32,2670.02%
258EXELON CORP COMEXC898$31,0800.02%
259MEDPACE HLDGS INC COMMEDP75$30,8890.02%
260CARLYLE SECURED LENDING INC COMCGBD1,700$30,1580.02%
261CISCO SYS INCCSCO634$30,1210.02%
262SPDR S&P MIDCAP 400 ETF TRUSTMDY56$29,9640.02%
263CENOVUS ENERGY INC COMCVE1,500$29,4900.02%
264ALTRIA GROUP INC COMMO645$29,3800.02%
265TESLA INC COMTSLA147$29,0880.02%
266STAG INDL INC COM85254J102794$28,6320.02%
267DELTA AIR LINES INC DEL COM NEWDAL583$27,6580.02%
268MAGNITE INC COMMGNI2,025$26,9120.02%
269UBER TECHNOLOGIES INC COMUBER368$26,7460.02%
270VANGUARD MID CAP922908629110$26,6310.02%
271SANOFI SPONSORED ADRSNYNF544$26,3950.02%
272SCHWAB SHORT TERM US TREASURY ETF808524862546$26,2790.02%
273DUPONT DE NEMOURS INC COMDD317$25,5150.02%
274GLOBAL X CLOUD COMPUTING ETF37954Y4421,290$25,3610.02%
275TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$25,3380.02%
276CHARTER COMMUNICATIONS INC NEW CL A16119P10882$24,5150.01%
277ALCON AG ORD SHSALC273$24,3770.01%
278VANGUARD VALUE ETF922908744151$24,2220.01%
279MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201525$24,0660.01%
280MODERNA INC COMMRNA200$23,7500.01%
281VANGUARD HIGH DIVIDEND YIELD921946406200$23,7200.01%
282BLACKROCK INCBLK30$23,6200.01%
283ARBOR REALTY TRUST INC COMABR-PF1,600$22,9600.01%
284ANALOG DEVICES INC COMADI100$22,8260.01%
285ISHARES AGGREGATE BOND ETF464287226235$22,8110.01%
286UNION PAC CORP COMUNP100$22,6260.01%
287SPDR SER TR S&P DIVID ETF78464A763175$22,2570.01%
288VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$22,0700.01%
289BLUE OWL CAPITAL CORPORATION COMOWL1,400$21,5040.01%
290TEXTRON INC COMTXT250$21,4650.01%
291SCHWAB US LARGE CAP GROWTH ETF808524300212$21,3780.01%
292VANGUARD CONSUMER STAPLES ETF92204A207105$21,3180.01%
293PROSHARES EQUITIES FOR RISING RATES ETF74347B391365$21,2690.01%
294MARVELL TECHNOLOGY INC COMMRVL300$20,9700.01%
295VANGUARD GROWTH ETF92290873656$20,9450.01%
296LOWES COS INC COM54866110794$20,7230.01%
297INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ582$20,5380.01%
298CAMBRIA SHAREHOLDER YIELD ETF132061201300$20,4840.01%
299HERCULES CAPITAL INC COMHCXY1,000$20,4500.01%
3003M CO COMMMM200$20,4380.01%
301ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$20,2660.01%
302TEXAS INSTRS INC COM882508104104$20,2310.01%
303REGENCY CTRS CORP COM758849103321$19,9660.01%
304TRUIST FINL CORP COM89832Q109513$19,9300.01%
305ISHARES RUSSELL 1000 ETF46428762266$19,6380.01%
306ISHARES RUSSELL 1000 GROWTH ETF46428761454$19,5600.01%
307DT MIDSTREAM INC COMMON STOCKDTM273$19,3910.01%
308VANGUARD LARGE CAP92290863777$19,2210.01%
309SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739400$18,8760.01%
310PACKAGING CORP AMER COM695156109100$18,2560.01%
311CORTEVA INC COMCTVA338$18,2320.01%
312MANULIFE FINL CORP COM56501R106684$18,2080.01%
313ECOLAB INC COMECL76$18,0880.01%
314DOW INC COMDOW338$17,9310.01%
315WABTEC COM929740108113$17,8600.01%
316ISHARES CORE S&P U.S. GROWTH ETF464287671139$17,7200.01%
317FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$17,3190.01%
318BAIDU COM ADRBAIDF200$17,2960.01%
319VORNADO RLTY TR SH BEN INT929042109655$17,2200.01%
320INTELLIA THERAPEUTICS INC COMNTLA769$17,2100.01%
321PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G804351$16,9640.01%
322CRISPR THERAPEUTICS AG NAMEN AKTCRSP309$16,6890.01%
323ENVIRI CORP COMNVRI1,932$16,6730.01%
324NASDAQ INC COMNDAQ276$16,6320.01%
325GLOBAL X CYBERSECURITY ETF37954Y384552$16,3280.01%
326ISHARES MSCI EAFE ETF464287465205$16,0580.01%
327DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,040$16,0140.01%
328PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$15,9480.01%
329TRAVEL PLUS LEISURE CO COM894164102350$15,7430.01%
330ARK GENOMIC REVOLUTION ETF00214Q302660$15,4970.01%
331BRITISH AMERN TOB PLC SPONSORED ADR110448107500$15,4650.01%
332AUTODESK INC COMADSK62$15,3420.01%
333FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDFLEX284$15,1200.01%
334TERADYNE INC COMTER100$14,8290.01%
335SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853357$14,8260.01%
336SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$14,7590.01%
337ISHARES CORE MSCI EMERGING MARKETS ETF46434G103272$14,5600.01%
338SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889410$14,3830.01%
339ANNALY CAPITAL MANAGEMENT INCNLY-PJ747$14,2380.01%
340UNITED PARCEL SERVICE INCUPS104$14,2320.01%
341MCCORMICK & CO INC COM NON VTGMKC-V200$14,1880.01%
342MARRIOTT INTL INC NEW CL A57190320258$14,0230.01%
343ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY190$13,6800.01%
344BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$13,6800.01%
345BLACKROCK TCP CAPITAL CORP COMTCPC1,250$13,5000.01%
346CSX CORPCSX400$13,3800.01%
347VANGUARD EUROPEAN922042874200$13,3540.01%
348STARWOOD PPTY TR INC COMSTHO700$13,2580.01%
349NNN REIT INC COMNNN300$12,7800.01%
350INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$12,7790.01%
351ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$12,5530.01%
352INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$12,4670.01%
353ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$12,4260.01%
354LIBERTY ALL STAR EQUITY FD5301581041,825$12,4100.01%
355VANGUARD INFORMATION TECHNOLOGY ETF92204A70221$12,1080.01%
356EBAY INCEBAY225$12,0870.01%
357PAYCHEX INCPAYX100$11,8560.01%
358TRUSTCO BANK CM898349204412$11,8530.01%
359INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ246$11,4880.01%
360ISHARES S&P U.S. PREFERRED STOCK ETF464288687358$11,2950.01%
361BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX900$11,1870.01%
362TRIMBLE INC COMTRMB200$11,1840.01%
363ISHARES COHEN & STEERS REIT ETF464287564193$11,0820.01%
364TOYOTA MOTOR CORP ADSTOYOF53$10,8630.01%
365NATERA INC COMNTRA100$10,8290.01%
366SIXTH STREET SPECIALTY LENDING COMTSLX500$10,6750.01%
367ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$10,6290.01%
368CHURCH & DWIGHT CO INC COMCHD100$10,3680.01%
369SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375317$10,3220.01%
370VANGUARD EXTENDED MARKET ETF92290865261$10,2960.01%
371SPDR PORTFOLIO S&P 500 ETF78464A854160$10,2400.01%
372FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$10,0660.01%
373KYNDRYL HLDGS INC COMMON STOCKKD381$10,0240.01%
374PLUG PWR INCPLUG4,300$10,0190.01%
375PIMCO CORPORATE & INCOME OPPOR COMPTY700$10,0170.01%
376EASTMAN CHEMICAL COEMN102$9,9930.01%
377KINDER MORGAN INCEP-PC500$9,9350.01%
378TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW303$9,9230.01%
379ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$9,6430.01%
380ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$9,5560.01%
381PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$9,5210.01%
382IONIS PHARMACEUTICALS INC COMIONS198$9,4370.01%
383GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$9,2550.01%
384FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$9,2220.01%
385ISHARES CORE S&P SMALL CAP ETF46428780486$9,1730.01%
386GLOBAL MED REIT INC COM NEW37954A2041,000$9,0800.01%
387ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$9,0530.01%
388ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$8,8240.01%
389FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$8,5410.01%
390ISHARES CORE S&P US VALUE ETF46428766394$8,2840.00%
391CHIMERA INVT CORP COM SHS16934Q802633$8,1020.00%
392INCYTE CORP COMINCY133$8,0620.00%
393JBG SMITH PPTYS COM46590V100527$8,0260.00%
394STANLEY BLACK & DECKER INC COMSWK100$7,9890.00%
395VALERO ENERGY CORPVLO50$7,8380.00%
396BIOGEN IDEC INCBIIB33$7,6500.00%
397PALANTIR TECHNOLOGIES INC CL APLTR300$7,5990.00%
398GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF37960A644275$7,4390.00%
399BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$7,4310.00%
400ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$7,3880.00%
401BABCOCK COMMON STOCKBWXT76$7,2200.00%
402UGI CORP NEW COM902681105307$7,0300.00%
403M & T BK CORP COM55261F10446$6,9630.00%
404MICROSTRATEGY INC CL A NEWSTRK5$6,8870.00%
405CLOROX CO DEL COMCLX50$6,8240.00%
406SUBURBAN PROPANE PARTNERS LPSPH352$6,6840.00%
407BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$6,3860.00%
408VIATRIS INC COMVTRS596$6,3350.00%
409CONCENTRIX CORP COMCNXC100$6,3280.00%
410GLOBAL X INTERNET OF THINGS ETF37954Y780175$6,2830.00%
411SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,1700.00%
412BAXTER INTL INC COM071813109182$6,0880.00%
413BP PLC SPONSORED ADRBPPFF164$5,9200.00%
414VANGUARD UTILITIES92204A87640$5,9170.00%
415NUVEEN ESG LARGE-CAP VALUE ETFNU156$5,8950.00%
416PERION NETWORK LTD SHS NEWPERI700$5,8450.00%
417BIOXCEL THERAPEUTICS INC COMBTAI4,527$5,7950.00%
418FIRST SOLAR INCFSLR25$5,6370.00%
419ARROW FINL CORP042744102212$5,5230.00%
420UNILEVER PLC SPON ADR NEWUNLYF100$5,4990.00%
421CARNIVAL CORP PAIRED CTFCUKPF286$5,3540.00%
422CELANESE CORP DEL COMCE39$5,2610.00%
423INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$5,2430.00%
424SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$5,1130.00%
425ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E874210$5,0360.00%
426FIRST TRUST WATER ETF33733B10050$4,9990.00%
427MONSTER BEVERAGE CORP NEW COMMNST100$4,9950.00%
428KROGER CO COMKR100$4,9930.00%
429STRIDE INC COMLRN70$4,9350.00%
430VODAFONE GROUP NEW ADR F92857W308545$4,8340.00%
431ZILLOW GROUP INC CL C CAP STKZ100$4,6390.00%
432ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$4,6220.00%
433ROUNDHILL MAGNIFICENT SEVEN ETF53656G498100$4,5110.00%
434ATLANTICA SUSTAINABLE INFR PLC SHSALDA200$4,3900.00%
435VERACYTE INC COMVCYT200$4,3340.00%
436PENTAIR PLC SHSPNR56$4,2940.00%
437EXACT SCIENCES CORP COM30063P105100$4,2250.00%
438BLACKROCK CORE BD TR SHS BEN INTBLK390$4,1540.00%
439ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$4,0730.00%
440TEUCRIUM CORN FUNDWEAT200$3,6620.00%
441WISDOMTREE EUROPE HEDGED EQUITY FUNDWT78$3,5260.00%
442ISHARES RUSSELL 1000 VALUE ETF46428759820$3,4890.00%
443BARRICK GOLD CORP F067901108200$3,3360.00%
444VANGUARD SMALL-CAP GROWTH ETF92290859513$3,2520.00%
445WARNER BROS DISCOVERY INC COM SER AWBD434$3,2290.00%
446SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1770.00%
447SEMRUSH HLDGS INC CL A COMSEMR235$3,1470.00%
448GSK PLC SPONSORED ADRGLAXF80$3,0800.00%
449EDITAS MEDICINE INC COMEDIT625$2,9190.00%
450BEAM THERAPEUTICS INC COMBEAM120$2,8120.00%
451ROCKET LAB USA INC COMRKLB575$2,7600.00%
452ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,7300.00%
453WISDOMTREE JAPAN HEDGED EQUITYWT24$2,7080.00%
454SOLVENTUM CORP COM SHSSOLV50$2,6440.00%
455ISHARES SILVER TRUST ETFSLV95$2,5240.00%
456INTERNATIONAL PAPER CO COM46014610358$2,5030.00%
457RESIDEO TECHNOLOGIES INC COMREZI127$2,4840.00%
458CANOPY GROWTH CORP COM NEWCGC381$2,4620.00%
459NBT BANCORP INCNBTB63$2,4330.00%
460ISHARES MSCI EAFE VALUE ETF46428887745$2,3870.00%
461RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,3520.00%
462CASSAVA SCIENCES INC COM14817C107186$2,2970.00%
463FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$2,2850.00%
464MASTERBRAND INC COMMON STOCKMBC155$2,2750.00%
465FIRST TRUST SENIOR LOAN FUND33738D30948$2,1940.00%
466PHREESIA INC COMPHR100$2,1200.00%
467OMEGA THERAPEUTICS INC COMMON STOCK68217N1051,000$2,0700.00%
468EDISON INTL COM28102010728$2,0110.00%
469NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH100$1,8790.00%
470ACV AUCTIONS INC COM CL AACVA100$1,8250.00%
4713D SYSTEMS CORPORATION88554D205560$1,7190.00%
472SNAP INC CL ASNAP103$1,7110.00%
473QUAKER HOUGHTON COM74731610710$1,6970.00%
474SENTINELONE INC CL AS75$1,5790.00%
475INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,5320.00%
476ISHARES U.S. TECHNOLOGY ETF46428772110$1,5050.00%
477ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,4920.00%
478SCHWAB ETFS- US BROAD MARKET ETF80852410222$1,3830.00%
479ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,3250.00%
480ORGANON & CO COMMON STOCKOGN63$1,3040.00%
481FINANCIAL SELECT SECTOR SPDR FUND81369Y60531$1,2740.00%
482LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB54$1,1970.00%
483DIREXION DAILY S&P 500 BEAR 1X SHARES25460E869100$1,1770.00%
484CHEMOURS CO COMCC52$1,1740.00%
485ISHARES INC MSCI EMUINDEX FD46428660819$9280.00%
486SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$9140.00%
487MEDICAL PROPERTIES TRUST INC58463J304200$8620.00%
488HALEON PLC SPON ADSHLNCF100$8260.00%
489ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E85836$8160.00%
490HARTFORD FINL SVCS GROUP INCHIG-PG8$8040.00%
491BLACKROCK SHORT DURATION BOND ETF46431W50713$6540.00%
492BROOKDALE SR LIVING INC COM11246310495$6490.00%
493ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40715$6330.00%
494TILRAY BRANDS INC COMTLRY376$6240.00%
495ISHARES MSCI JAPAN ETF46434G8229$6140.00%
496CENTERPOINT ENERGY INC COMCNP19$5890.00%
497SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6226$5660.00%
498BLINK CHARGING CO COMBLNK200$5480.00%
499NUCANA PLC SPONSORED ADRNCNA205$5230.00%
500LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB13$4980.00%