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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 2024 · Filed November 13, 2024 · Accession 0001633674-24-000005

Total Value
$176.0M
Positions
542
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STK MKT922908769100,343$28.4M16.14%
2VANGUARD SHORT TERM CORP BOND FD ETF92206C409264,875$21.0M11.95%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858228,887$12.1M6.87%
4RYDEX ETF TRUST S&P SMALLCAP 600 PURE VAIVZ72,496$7.9M4.50%
5VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407153,852$7.7M4.40%
6VANGUARD FTSE EMERGING MARKETS ETF922042858124,391$6.0M3.38%
7AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF26922A198212,411$4.5M2.56%
8APPLE INCAAPL16,601$3.9M2.20%
9FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H101150,260$3.6M2.02%
10MICROSOFTMSFT6,699$2.9M1.64%
11SCHWAB EMERGING MARKET EQ ETF80852470688,002$2.6M1.46%
12SCHWAB INTERNATIONAL EQUITY ETF80852480558,813$2.4M1.37%
13JPMORGAN ULTRA-SHORT INCOME ETF46641Q83735,400$1.8M1.02%
14VANGUARD TOTAL WORLD STOCK ETF92204274214,986$1.8M1.02%
15POWERSHARES QQQ TRIVZ3,518$1.7M0.98%
16GOOGLE INCGOOG9,882$1.6M0.93%
17JPMORGAN CHASE & CO. COMVYLD7,581$1.6M0.91%
18VANGUARD FTSE ALL WORLD EX-US ETF92204271812,318$1.6M0.88%
19PACER US CASH COWS 100 ETF69374H88124,295$1.4M0.80%
20AMAZON.COM INCAMZN7,535$1.4M0.80%
21VANGUARD TOTAL INTL STOCK IDEX ETF92190976821,500$1.4M0.79%
22NVIDIA CORPNVDA11,297$1.4M0.78%
23BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,960$1.4M0.77%
24META PLATFORMS INC CL AMETA2,302$1.3M0.75%
25IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ38,997$1.3M0.71%
26JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33217,150$1.0M0.58%
27VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87011,883$995,2020.57%
28EXXON MOBIL CORP COMXOM8,368$980,8970.56%
29ISHARES TREASURY FLOATING RATE BOND ETF46434V86019,220$972,5320.55%
30BROADCOM INC COMAVGO5,600$966,0000.55%
31JOHNSON & JOHNSON COMJNJ5,842$946,7550.54%
32INVESCO BUYBACK ACHIEVERS ETFIVZ8,085$925,8670.53%
33ISHARES MSCI ACWI EX U.S. ETF46428824016,113$921,9760.52%
34INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,970$890,4050.51%
35UNITEDHEALTH GROUPUNH1,502$878,1890.50%
36SPDR S&P 500 ETF TRUSTSPY1,474$845,7220.48%
37BANK AMERICA CORP COM06050510421,252$843,2790.48%
38VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92202080517,030$839,7490.48%
39ARES CAPITAL CORP COMARCC39,354$824,0730.47%
40ADVANCED MICRO DEVICES INC COMAMD4,456$731,1400.42%
41MAIN STR CAP CORP COM56035L10414,575$730,7910.42%
42LINDE PLC SHSLIN1,497$713,8590.41%
43ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E84127,878$631,0190.36%
44FIDELITY LOW VOLATILITY FACTOR ETF3160928249,943$610,0030.35%
45PEPSICO INC COMPEP3,562$605,7180.34%
46ISHARES TIPS BOND ETF4642871765,479$605,2650.34%
47ENBRIDGE INC COMENNPF14,850$603,9810.34%
48GE AEROSPACE COM NEW3696043013,123$588,9350.33%
49ORACLE CORPORATIONORCL-PD3,347$570,3290.32%
50VANGUARD SMALL CAP ETF9229087512,399$569,0850.32%
51WISDOMTREE INTL SMALLCAP DIVIDENDWT7,580$523,3990.30%
52ISHARES 1-3 YR CREDIT BOND ETF4642886469,568$503,8510.29%
53INTL BUSINESS MACHINESINTR2,209$488,4570.28%
54BOEING CO COMBA-PA3,212$488,3520.28%
55VERIZON COMMUNICATIONSVZ10,706$480,8060.27%
56ABBVIE INC COMABBV2,356$465,2630.26%
57MEDTRONIC PLC SHSMDT4,884$439,7070.25%
58MERCK & CO INCMRK3,749$425,7360.24%
59VANGUARD SHORT TERM GOVT BOND INDEX FD ETF92206C1027,088$418,3340.24%
60SUPER MICRO COMPUTER INC COM NEWSMCI1,000$416,4000.24%
61RTX CORPORATION COMRTX3,401$412,0650.23%
62GOLDMAN SACHS GROUP INCGSCE827$409,4560.23%
63SALESFORCE COMCRM1,424$389,7630.22%
64INVESCO VARIABLE RATE PREFERRED ETFIVZ15,700$384,0220.22%
65REALTY INCOME CORPO5,997$380,3300.22%
66VANGUARD TOTAL BOND MARKET ETF9219378354,999$375,4750.21%
67SPDR DOW JONES INDUSTRIAL ETF78467X109886$374,8840.21%
68RYMAN HOSPITALITY PPTYS INC COM78377T1073,437$368,5840.21%
69ISHARES MSCI EAFE SMALL CAP ETF4642882735,424$367,2050.21%
70DEERE & CO COMDE856$357,2340.20%
71ENTERPRISE PRODS PARTNERS L P29379210712,000$349,3200.20%
72DEFIANCE CONNECTIVE TECHNOLOGIES ETF26922A2897,800$338,3640.19%
73ISHARES DJ SELECT DIVIDEND4642871682,476$334,4330.19%
74SHELL PLC SPON ADSRYDAF5,000$329,7500.19%
75TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,835$318,6840.18%
76NATIONAL GRID TRANSCO PLCNMPWP4,524$315,1870.18%
77VANGUARD REIT INDEX ETF9229085533,127$304,6600.17%
78ELI LILLY & CO COMLLY336$297,6760.17%
79ANAVEX LIFE SCIENCES CORP COM NEWAVXL51,966$295,1670.17%
80ALPHABET INC CAP STK CL CGOOG1,700$284,2230.16%
81CHEVRON CORP NEW COMCVX1,928$283,9370.16%
82POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ3,900$275,1060.16%
83FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX6,662$274,8080.16%
84PALO ALTO NETWORKS INC COMPANW800$273,4400.16%
85ISHARES TR S&P NY MUN BD FD4642883235,009$272,1390.15%
86ISHARES 1-3 YR TREASURY BOND ETF4642874573,250$270,2380.15%
87ISHARES SEMICONDUCTOR ETF4642875231,170$269,7900.15%
88PHILIP MORRIS INTL INC7181721092,202$267,3230.15%
89ISHARES KLD SEL SOC FD4642888022,210$266,0180.15%
90SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7885,728$261,4830.15%
91UNIVERSAL HLTH SVCS9139031001,125$257,6360.15%
92PROCTER AND GAMBLE CO COM7427181091,464$253,5650.14%
93STARBUCKS CORPSBUX2,600$253,4740.14%
94ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86610,754$251,8590.14%
95PROSHARES SHORT 7-10 YEAR TREASURY74348A6088,900$250,9360.14%
96WALMART INC COMWMT3,084$249,0330.14%
97VANGUARD DIVIDEND APPRECIATION ETF9219088441,239$245,3960.14%
98CARRIER GLOBAL CORPORATION COMCARR2,863$230,4430.13%
99CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,127$225,8170.13%
100INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ5,750$216,7750.12%
101L3HARRIS TECHNOLOGIES INC COMLHX857$203,8550.12%
102WASTE MANAGEMENT INC94106L109945$196,1820.11%
103PIMCO DYNAMIC INCOME FD SHS72201Y1019,640$195,4030.11%
104GE VERNOVA INC COMGEV756$192,7650.11%
105ISHARES TR KLD 400 SOCIAL INDEX FD4642885701,767$192,2320.11%
106PFIZER INC COMPFE6,638$192,1040.11%
107ISHARES S&P SMALLCAP 600 VALUE ETF4642878791,782$191,8500.11%
108HONEYWELL INTL INC438516106917$189,5530.11%
109SOUTHERN COPPER CORP COMSCCO1,637$189,3520.11%
110VANGUARD HEALTH CARE ETF92204A504669$188,7920.11%
111VISA INCV663$182,2920.10%
112INTEL CORP COMINTC7,702$180,6890.10%
113JOHNSON CTLS INCG515021052,323$180,2880.10%
114TE CONNECTIVITY LTDTEL1,191$179,8290.10%
115ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E5938,927$178,9420.10%
116CATERPILLAR INC COMCAT448$175,2220.10%
117ISHARES S&P 500 INDEX464287200301$173,6230.10%
118ISHARES US FINANCIAL SERVICES ETF4642877702,406$170,8740.10%
119NOVARTIS AG ADRNVSEF1,479$170,1150.10%
120SIMON PPTY GROUP INC NEW COM8288061091,000$169,0200.10%
121NOVO-NORDISK A S ADRNONOF1,410$167,8890.10%
122ISHARES RUSSELL 2000 ETF464287655733$161,9120.09%
123HOME DEPOTHD394$159,6490.09%
124PENNANTPARK FLOATING RATE CAPITAL LTD.PFLT13,700$158,5090.09%
125WP CAREY INC COM92936U1092,540$158,2420.09%
126ON SEMICONDUCTOR CORP COMON2,150$156,1120.09%
127KLA CORP COM NEWKLAC200$154,8820.09%
128ZOETIS INC COM CL AZTS790$154,3500.09%
129VANGUARD FTSE ALL-WORLD EX-US9220427752,377$149,7510.09%
130OTIS WORLDWIDE CORP COMOTIS1,350$140,3190.08%
131ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI8,621$138,3670.08%
132VANGUARD S&P 500 ETF922908363256$135,0840.08%
133HA SUSTAINABLE INFRA CAP INC COM41068X1003,850$132,7100.08%
134NEXTERA ENERGY INC COMNEE-PW1,568$132,5430.08%
135ISHARES SHORT TREASURY BOND ETF4642886791,194$132,0920.08%
136AMGEN INCAMGN404$130,1730.07%
137AMERICAN ELEC PWR CO INC COM0255371011,260$129,2760.07%
138AMERICAN TOWER CORP NEW COM03027X100555$129,0710.07%
139ISHARES AMT-FREE MUNI BOND ETF4642884141,185$128,7270.07%
140DUKE ENERGY CORP NEW COM NEWDUKB1,082$124,7550.07%
141ZILLOW GROUP INC CL C CAP STKZ1,900$121,3150.07%
142AT&T INC COMT-PC5,390$118,5800.07%
143NORFOLK SOUTHN CORP COM655844108465$115,5530.07%
144OMEGA HEALTHCARE INVS INC COM6819361002,700$109,8900.06%
145COCA COLA CO COMKO1,496$107,5030.06%
146CONSTELLATION ENERGY CORP COMCEG408$106,0880.06%
147ISHARES CORE S&P MID CAP ETF4642875071,700$105,9440.06%
148CONSOLIDATED EDISON INC COMED1,000$104,1300.06%
149VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,655$101,7990.06%
150CHARLES SCHWAB CORPSCHW-PJ1,559$101,0390.06%
151FEDEX CORPFDX369$100,9880.06%
152FISERV INC COMFISV555$99,7060.06%
153ISHARES MSCI USA QUALITY FACTOR ETF46432F339556$99,6910.06%
154RITHM CAPITAL CORP COM NEWRITM-PF8,700$98,7450.06%
155CITIGROUP INCC-PR1,548$96,9050.06%
156TJX COS INC NEW COM872540109794$93,3270.05%
157KEYCORP COM4932671085,520$92,4600.05%
158ISHARES ESG AWARE MSCI EAFE ETF46435G5161,096$92,2500.05%
159VANECK MORTGAGE REIT INCOME ETF92189F4527,500$90,5250.05%
160VANGUARD ULTRA-SHORT BOND ETF92203C3031,811$90,4410.05%
161ENTERGY CORP NEW COMENO679$89,3630.05%
162DISNEY WALT CO COM254687106922$88,6870.05%
163GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC934$87,6560.05%
164INVESCO FTSE RAFI US 1000 ETFIVZ2,100$85,3230.05%
165ALPS MEDICAL BREAKTHROUGHS ETF00162Q5932,242$83,6940.05%
166ELEVANCE HEALTH INC COMELV160$83,2000.05%
167ISHARES NASDAQ BIOTECHNOLOGY464287556567$82,5550.05%
168NETFLIX COM INCNFLX115$81,5660.05%
169VANECK SEMICONDUCTOR ETF92189F676329$80,7530.05%
170HALLIBURTON CO COMHAL2,700$78,4350.04%
171ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2433,080$77,4930.04%
172EMERSON ELEC CO COMEMR703$76,8870.04%
173FORD MOTOR COMPANY3453708607,209$76,1240.04%
174INVESCO S&P MIDCAP 400 PURE GROWTH ETFIVZ1,525$74,9840.04%
175PULTE GROUP INC COM745867101516$74,0610.04%
176ISHARES FTSE CHINA ETF4642871842,315$73,5710.04%
177BRISTOL-MYERS SQUIBB CO COMCELG-RI1,400$72,4360.04%
178DTE ENERGY CO COMDTK552$70,8820.04%
179REINSURANCE GROUP AMER INC759351604325$70,8080.04%
180TAPESTRY INC COMTPR1,484$69,7180.04%
181REGENERON PHARMACEUTICALS INCREGN66$69,3820.04%
182BANK NEW YORK MELLON CORP COM064058100958$68,8420.04%
183FIRST TR INTER DURATN PFD & IN COM33718W1033,500$68,3550.04%
184ADOBE SYS INCADBE129$66,7940.04%
185AMERICAN EXPRESS CO COMAXP244$66,1730.04%
186PAYPAL HLDGS INC COMPYPL839$65,4670.04%
187VANGUARD FINANCIALS ETF92204A405593$65,1770.04%
188SYSCO CORP COMSYY824$64,3210.04%
189BOSTON SCIENTIFIC CORP COMBSX752$63,0180.04%
190ISHARES MBS ETF464288588656$62,8510.04%
191HOWMET AEROSPACE INC COMHWM626$62,7570.04%
192KIMBERLY-CLARK CORP COMKMB440$62,6030.04%
193GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,500$61,7400.04%
194SPDR GOLD ETFGLD254$61,7370.04%
195THERMO FISHER SCIENTIFIC INC COMTMO97$60,0010.03%
196MONDELEZ INTL INC CL A609207105813$59,8940.03%
197IQVIA HLDGS INC COMIQV249$59,0060.03%
198CLEAN HARBORS INC COMCLH241$58,2520.03%
199WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWT2,898$57,7570.03%
200SPDR S&P MIDCAP 400 ETF TRUSTMDY99$56,3960.03%
201SERVICENOW INC COMNOW63$56,3470.03%
202T-MOBILE US INC COMTMUSZ273$56,3360.03%
203NIKE INC CLASS BNKE625$55,2500.03%
204WILLIAMS COS INC COM9694571001,200$54,7800.03%
205COMCAST CORP NEW CL ACCZ1,308$54,6350.03%
206ISHARES MSCI USA VALUE FACTOR ETF46432F388497$54,1930.03%
207ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD464289867903$53,4940.03%
208NVENT ELECTRIC PLC SHSNVT757$53,1870.03%
209BLACKSTONE GROUP LPBX346$52,9830.03%
210TARGET CORP COMTGT339$52,8370.03%
211MCDONALDS CORP COMMCD173$52,6800.03%
212CLEVELAND-CLIFFS INC NEW COMCLF4,100$52,3570.03%
213WORKDAY INC CL AWDAY211$51,5710.03%
214CANADIAN PACIFIC KANSAS CITY COMCP600$51,3780.03%
215DELL TECHNOLOGIES INC CL CDELL433$51,3280.03%
216CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104263$50,7090.03%
217MASTERCARD INCMA100$49,3800.03%
218SPDR S&P AEROSPACE & DEFENSE ETF78464A631301$47,3590.03%
219GREENE CNTY BANCORP INC3943571071,523$47,0610.03%
220IRON MTN INC DEL COM46284V101395$46,9380.03%
221AUTOLIV INC COMALV494$46,1250.03%
222MP MATERIALS CORP COM CL AMP2,600$45,8900.03%
223SOUTHERN CO COMSOMN500$45,0900.03%
224QUALCOMM INC COMQCOM256$43,5330.02%
225VANGUARD MEGA CAP ETF921910873210$43,3940.02%
226ACCENTURE LTD BERMUDA CL AACN121$42,7710.02%
227ISHARES U.S. TREASURY BOND ETF46429B2671,815$42,5620.02%
228ISHARES RUSSELL MIDCAP ETF464287499480$42,2770.02%
229ISHARES CORE MSCI EAFE ETF46432F842531$41,4450.02%
230ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810696$41,2170.02%
231ISHARES 0-5 YEAR TIPS BOND ETF46429B747405$41,0350.02%
232RYDEX ETF TRUST S&P MIDCAP 400 PURE VALIVZ345$40,8660.02%
233INVESCO GLOBAL WATER ETFIVZ937$40,3660.02%
234APPLIED MATLS INC COM038222105199$40,2080.02%
235ARK NEXT GENERATION INTERNET ETF00214Q401468$39,8410.02%
236GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI2,767$38,8210.02%
237TESLA INC COMTSLA147$38,4600.02%
238ISHARES CORE HIGH DIVIDEND ETF46429B663323$37,9910.02%
239GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855850$37,0520.02%
240FIDELITY WISE ORIGIN BITCOIN FUNDFBTC665$36,9270.02%
241VANGUARD INTERMEDIATE TERM GOVT BOND INDEX FD ETF92206C706607$36,6750.02%
242GRAPHIC PACKAGING HLDG CO COMGPK1,239$36,6620.02%
243VANGUARD ESG U.S. CORPORATE BOND ETF921910691564$36,5920.02%
244MICRON TECHNOLOGY INC COMMU352$36,5060.02%
245EXELON CORP COMEXC898$36,4140.02%
246PORTLAND GEN ELEC CO COM NEW736508847753$36,0690.02%
247NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,300$35,9060.02%
248VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF921910816111$35,7360.02%
249WEATHERFORD INTL PLC ORD SHSG48833118412$34,9870.02%
250ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638650$34,9180.02%
251CVS HEALTH CORP COMCVS550$34,5840.02%
252WELLS FARGO CO NEW COM949746101600$33,8940.02%
253SLR INVESTMENT CORP COMSLRC2,247$33,8170.02%
254BITWISE CRYPTO INDUSTRY INNOVATORS ETF3015056242,534$33,7780.02%
255CISCO SYS INCCSCO634$33,7410.02%
256UBER TECHNOLOGIES INC COMUBER443$33,2960.02%
257ISHARES MSCI TAIWAN ETF46434G772614$33,0780.02%
258ALTRIA GROUP INC COMMO645$32,9210.02%
259CROWDSTRIKE HLDGS INC CL ACRWD113$31,6930.02%
260SANOFI SPONSORED ADRSNYNF544$31,3510.02%
261STAG INDL INC COM85254J102794$31,0370.02%
262ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E8581,336$30,8150.02%
263ISHARES IBONDS DEC 2028 TERM TREASURY ETF46436E8331,330$29,9320.02%
264ISHARES IBONDS DEC 2032 TERM TREASURY ETF46436E2961,270$29,8200.02%
265DELTA AIR LINES INC DEL COM NEWDAL583$29,6110.02%
266VANGUARD MID CAP922908629110$29,0210.02%
267CARLYLE SECURED LENDING INC COMCGBD1,700$28,8490.02%
268DIAMONDBACK ENERGY INC COMFANG166$28,6180.02%
269AIRBNB INC COM CL AABNB225$28,5320.02%
270BLACKROCK INCBLK30$28,4850.02%
271DUPONT DE NEMOURS INC COMDD317$28,2480.02%
272MAGNITE INC COMMGNI2,025$28,0460.02%
2733M CO COMMMM200$27,3400.02%
274ALCON AG ORD SHSALC273$27,2940.02%
275SCHWAB SHORT TERM US TREASURY ETF808524862546$26,7430.02%
276CHARTER COMMUNICATIONS INC NEW CL A16119P10882$26,5750.02%
277GLOBAL X CLOUD COMPUTING ETF37954Y4421,290$26,5100.02%
278VANGUARD VALUE ETF922908744151$26,3600.01%
279VORNADO RLTY TR SH BEN INT929042109655$25,8070.01%
280VANGUARD HIGH DIVIDEND YIELD921946406200$25,6400.01%
281VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676544$25,5190.01%
282LOWES COS INC COM54866110794$25,4600.01%
283DOLLAR GEN CORP NEW COM256677105300$25,3710.01%
284TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803112$25,2850.01%
285CENOVUS ENERGY INC COMCVE1,500$25,0950.01%
286MEDPACE HLDGS INC COMMEDP75$25,0350.01%
287ARBOR REALTY TRUST INC COMABR-PF1,600$24,8960.01%
288SPDR SER TR S&P DIVID ETF78464A763175$24,8570.01%
289MARKET VECTORS ETF TR LEHMAN BROS AMT-FREE INTERMED92189H201525$24,6490.01%
290UNION PAC CORP COMUNP100$24,6480.01%
291ISHARES AGGREGATE BOND ETF464287226235$23,7980.01%
292REGENCY CTRS CORP COM758849103321$23,1860.01%
293ANALOG DEVICES INC COMADI100$23,0170.01%
294VANGUARD CONSUMER STAPLES ETF92204A207105$22,9400.01%
295TEXTRON INC COMTXT250$22,1450.01%
296SCHWAB US LARGE CAP GROWTH ETF808524300212$22,0860.01%
297INVESCO S&P SMALLCAP CONSUMER STAPLES ETFIVZ582$21,9590.01%
298TRUIST FINL CORP COM89832Q109513$21,9410.01%
299CAMBRIA SHAREHOLDER YIELD ETF132061201300$21,7110.01%
300MARVELL TECHNOLOGY INC COMMRVL300$21,6360.01%
301PACKAGING CORP AMER COM695156109100$21,5400.01%
302VANGUARD GROWTH ETF92290873656$21,5000.01%
303TEXAS INSTRS INC COM882508104104$21,4830.01%
304DT MIDSTREAM INC COMMON STOCKDTM273$21,4740.01%
305PROSHARES EQUITIES FOR RISING RATES ETF74347B391365$21,1340.01%
306ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396104$21,0870.01%
307BAIDU COM ADRBAIDF200$21,0580.01%
308ISHARES RUSSELL 1000 ETF46428762266$20,7500.01%
309WABTEC COM929740108113$20,5400.01%
310BLUE OWL CAPITAL CORPORATION COMOWL1,400$20,3980.01%
311VANGUARD LARGE CAP92290863777$20,2730.01%
312MANULIFE FINL CORP COM56501R106684$20,2120.01%
313GLOBAL X CYBERSECURITY ETF37954Y384652$20,1790.01%
314NASDAQ INC COMNDAQ276$20,1510.01%
315ISHARES RUSSELL 1000 GROWTH ETF46428761454$20,1430.01%
316ENVIRI CORP COMNVRI1,932$19,9770.01%
317CORTEVA INC COMCTVA338$19,8710.01%
318HERCULES CAPITAL INC COMHCXY1,000$19,6400.01%
319ECOLAB INC COMECL76$19,4050.01%
320FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106425$19,3330.01%
321SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739400$19,2560.01%
322ANNALY CAPITAL MANAGEMENT INCNLY-PJ947$19,0060.01%
323DOW INC COMDOW338$18,4650.01%
324ISHARES CORE S&P U.S. GROWTH ETF464287671139$18,3350.01%
325BRITISH AMERN TOB PLC SPONSORED ADR110448107500$18,2900.01%
326VISTRA CORP COMVST150$17,7810.01%
327ISHARES MSCI EAFE ETF464287465205$17,1440.01%
328AUTODESK INC COMADSK62$17,0800.01%
329PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M1071,200$16,9440.01%
330ARK GENOMIC REVOLUTION ETF00214Q302660$16,8960.01%
331MCCORMICK & CO INC COM NON VTGMKC-V200$16,4600.01%
332SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853357$16,2470.01%
333FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUNDFLEX284$16,2130.01%
334SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871465$15,8700.01%
335INTELLIA THERAPEUTICS INC COMNTLA769$15,8030.01%
336ISHARES CORE MSCI EMERGING MARKETS ETF46434G103272$15,6160.01%
337SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889410$15,4000.01%
338BLACKSTONE LONG SHORT CR INCOM COM SHS BN INTBGX1,200$15,3480.01%
339PROSHARES K-1 FREE CRUDE OIL ETF OF BENEF INTEREST74347G804351$14,8860.01%
340EBAY INCEBAY225$14,6500.01%
341NNN REIT INC COMNNN300$14,5470.01%
342CRISPR THERAPEUTICS AG NAMEN AKTCRSP309$14,5170.01%
343MARRIOTT INTL INC NEW CL A57190320258$14,4190.01%
344STARWOOD PPTY TR INC COMSTHO700$14,2660.01%
345VANGUARD EUROPEAN922042874200$14,2200.01%
346UNITED PARCEL SERVICE INCUPS104$14,1790.01%
347FORTUNE BRANDS HOME & SECURITY INC WIFBIN155$13,8770.01%
348CSX CORPCSX400$13,8120.01%
349TRUSTCO BANK CM898349204412$13,6250.01%
350DIREXION DAILY S&P 500 BEAR 3X SHARES25460E2652,040$13,5660.01%
351BRIGHTSPIRE CAPITAL INC COM CL ABRSP2,400$13,4400.01%
352PAYCHEX INCPAYX100$13,4190.01%
353TERADYNE INC COMTER100$13,3930.01%
354MODERNA INC COMMRNA200$13,3660.01%
355LIBERTY ALL STAR EQUITY FD5301581041,872$13,2910.01%
356INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUSTINHD350$13,2510.01%
357ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620250$13,1450.01%
358ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242116$13,1060.01%
359INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNEINHD350$12,9070.01%
360ISHARES COHEN & STEERS REIT ETF464287564195$12,8630.01%
361NATERA INC COMNTRA100$12,6950.01%
362TRIMBLE INC COMTRMB200$12,4180.01%
363VANGUARD INFORMATION TECHNOLOGY ETF92204A70221$12,3170.01%
364ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY115$12,2040.01%
365PLUG PWR INCPLUG5,300$11,9780.01%
366ISHARES S&P U.S. PREFERRED STOCK ETF464288687358$11,8960.01%
367INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETFIVZ246$11,7800.01%
368EASTMAN CHEMICAL COEMN102$11,4190.01%
369PALANTIR TECHNOLOGIES INC CL APLTR300$11,1600.01%
370VANGUARD EXTENDED MARKET ETF92290865261$11,1010.01%
371KINDER MORGAN INCEP-PC500$11,0450.01%
372STANLEY BLACK & DECKER INC COMSWK100$11,0130.01%
373SPDR PORTFOLIO S&P 500 ETF78464A854160$10,8020.01%
374SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375317$10,6860.01%
375CHURCH & DWIGHT CO INC COMCHD100$10,4720.01%
376BLACKROCK TCP CAPITAL CORP COMTCPC1,250$10,3630.01%
377ADVISORSHARES PURE CANNABIS ETF00768Y4953,150$10,2780.01%
378SIXTH STREET SPECIALTY LENDING COMTSLX500$10,2650.01%
379ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281108$10,1070.01%
380PIMCO CORPORATE & INCOME OPPOR COMPTY700$10,0730.01%
381ISHARES CORE S&P SMALL CAP ETF46428780486$10,0590.01%
382ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513125$10,0380.01%
383GENERAL MLS INC COM370334104135$9,9700.01%
384GLOBAL MED REIT INC COM NEW37954A2041,000$9,9100.01%
385ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834134$9,7320.01%
386GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715300$9,6450.01%
387FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30245$9,5320.01%
388TOYOTA MOTOR CORP ADSTOYOF53$9,4640.01%
389ISHARES TR S&P AGGRESSIVE ALLOCATION FD464289859118$9,3110.01%
390JBG SMITH PPTYS COM46590V100527$9,2120.01%
391PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG71654V101698$9,2070.01%
392ISHARES CORE S&P US VALUE ETF46428766394$8,9760.01%
393GENERAL MOTORS CORP37045V100200$8,9680.01%
394FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108492$8,9050.01%
395INCYTE CORP COMINCY133$8,7910.00%
396BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108300$8,4540.00%
397MICROSTRATEGY INC CL A NEWSTRK50$8,4300.00%
398BABCOCK COMMON STOCKBWXT76$8,2610.00%
399M & T BK CORP COM55261F10446$8,1940.00%
400CLOROX CO DEL COMCLX50$8,1460.00%
401BXP INC COMBXP100$8,0460.00%
402ISHARES MSCI USA MIN VOL FACTOR ETF46429B69788$8,0350.00%
403IONIS PHARMACEUTICALS INC COMIONS198$7,9320.00%
404UGI CORP NEW COM902681105307$7,6810.00%
405GLOBAL X EMERGING MARKETS GREAT CONSUMER ETF37960A644275$7,6430.00%
406BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC225$7,3490.00%
407VANGUARD UTILITIES92204A87640$6,9620.00%
408BARRICK GOLD CORP F067901108350$6,9620.00%
409VIATRIS INC COMVTRS596$6,9200.00%
410BAXTER INTL INC COM071813109182$6,9110.00%
411EXACT SCIENCES CORP COM30063P105100$6,8120.00%
412VERACYTE INC COMVCYT200$6,8080.00%
413VALERO ENERGY CORPVLO50$6,7520.00%
414NUVEEN ESG LARGE-CAP VALUE ETFNU156$6,5080.00%
415UNILEVER PLC SPON ADR NEWUNLYF100$6,4960.00%
416BIOGEN IDEC INCBIIB33$6,3970.00%
417SUBURBAN PROPANE PARTNERS LPSPH352$6,3150.00%
418FIRST SOLAR INCFSLR25$6,2360.00%
419SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200200$6,1700.00%
420GLOBAL X INTERNET OF THINGS ETF37954Y780175$6,0800.00%
421ARROW FINL CORP042744102212$6,0760.00%
422STRIDE INC COMLRN70$5,9720.00%
423INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ118$5,9670.00%
424KROGER CO COMKR100$5,7300.00%
425ROCKET LAB USA INC COMRKLB575$5,5950.00%
426PENTAIR PLC SHSPNR56$5,4760.00%
427CASSAVA SCIENCES INC COM14817C107186$5,4740.00%
428FIRST TRUST WATER ETF33733B10050$5,4670.00%
429VODAFONE GROUP NEW ADR F92857W308545$5,4610.00%
430SPDR MSCI USA GENDER DIVERSITY ETF78468R74747$5,3390.00%
431CELANESE CORP DEL COMCE39$5,3020.00%
432CARNIVAL CORP PAIRED CTFCUKPF286$5,2850.00%
433CHIMERA INVT CORP COM SHS16934Q802333$5,2710.00%
434ISHARES U.S. AEROSPACE & DEFENSE ETF46428876035$5,2370.00%
435MONSTER BEVERAGE CORP NEW COMMNST100$5,2170.00%
436BP PLC SPONSORED ADRBPPFF164$5,1480.00%
437CONCENTRIX CORP COMCNXC100$5,1250.00%
438ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E874210$5,0400.00%
439KYNDRYL HLDGS INC COMMON STOCKKD216$4,9640.00%
440TRUMP MEDIA & TECHNOLOGY GROUP COMDJTWW303$4,8690.00%
441ROUNDHILL MAGNIFICENT SEVEN ETF53656G498100$4,7680.00%
442ISHARES TRUST S&P GLOBAL INFRASTRUCTUR46428837285$4,6270.00%
443ATLANTICA SUSTAINABLE INFR PLC SHSALDA200$4,3960.00%
444ISHARES RUSSELL 1000 VALUE ETF46428759820$3,7960.00%
445TEUCRIUM CORN FUNDWEAT200$3,6980.00%
446SEMRUSH HLDGS INC CL A COMSEMR235$3,6920.00%
447WISDOMTREE EUROPE HEDGED EQUITY FUNDWT78$3,5020.00%
448SOLVENTUM CORP COM SHSSOLV50$3,4860.00%
449VANGUARD SMALL-CAP GROWTH ETF92290859513$3,4760.00%
450GSK PLC SPONSORED ADRGLAXF80$3,2700.00%
451WARNER BROS DISCOVERY INC COM SER AWBD385$3,1760.00%
452SPDR BLACKSTONE SENIOR LOAN ETF78467V60876$3,1740.00%
453ARK SPACE EXPLORATION & INNOVATION ETF00214Q807183$2,9660.00%
454BEAM THERAPEUTICS INC COMBEAM120$2,9400.00%
455MASTERBRAND INC COMMON STOCKMBC155$2,8740.00%
456INTERNATIONAL PAPER CO COM46014610358$2,8330.00%
457NBT BANCORP INCNBTB64$2,8090.00%
458BIOXCEL THERAPEUTICS INC COMBTAI4,527$2,7610.00%
459ISHARES SILVER TRUST ETFSLV95$2,6990.00%
460ISHARES MSCI EAFE VALUE ETF46428887745$2,5890.00%
461RESIDEO TECHNOLOGIES INC COMREZI127$2,5580.00%
462WISDOMTREE JAPAN HEDGED EQUITYWT24$2,5440.00%
463FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10175$2,5200.00%
464EDISON INTL COM28102010728$2,4390.00%
465PHREESIA INC COMPHR100$2,2790.00%
466FIRST TRUST SENIOR LOAN FUND33738D30948$2,2030.00%
467EDITAS MEDICINE INC COMEDIT625$2,1310.00%
468RUNWAY GROWTH FINANCE CORP COMRWAYL200$2,0580.00%
469NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH100$2,0510.00%
470ACV AUCTIONS INC COM CL AACVA100$2,0330.00%
471CANOPY GROWTH CORP COM NEWCGC381$1,8360.00%
472SENTINELONE INC CL AS75$1,7940.00%
473INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFIVZ65$1,6960.00%
474QUAKER HOUGHTON COM74731610710$1,6850.00%
4753D SYSTEMS CORPORATION88554D205560$1,5900.00%
476ISHARES CORE TOTAL USD BOND MARKET ETF46434V61333$1,5550.00%
477ISHARES U.S. TECHNOLOGY ETF46428772110$1,5160.00%
478SCHWAB ETFS- US BROAD MARKET ETF80852410222$1,4630.00%
479ISHARES INC MSCI UNITED KINGDOM INDEX46435G33438$1,4220.00%
480FINANCIAL SELECT SECTOR SPDR FUND81369Y60531$1,4050.00%
481OMEGA THERAPEUTICS INC COMMON STOCK68217N1051,000$1,2200.00%
482ORGANON & CO COMMON STOCKOGN63$1,2050.00%
483MEDICAL PROPERTIES TRUST INC58463J304200$1,1700.00%
484DIREXION DAILY S&P 500 BEAR 1X SHARES25460E869100$1,1200.00%
485SNAP INC CL ASNAP103$1,1020.00%
486SIRIUSXM HOLDINGS INC COMMON STOCK82993310045$1,0640.00%
487HALEON PLC SPON ADSHLNCF100$1,0580.00%
488CHEMOURS CO COMCC52$1,0570.00%
489SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X74922$1,0460.00%
490ISHARES INC MSCI EMUINDEX FD46428660819$9920.00%
491ISHARES S&P 500 VALUE ETF4642874085$9860.00%
492HARTFORD FINL SVCS GROUP INCHIG-PG8$9410.00%
493ETSY INC COMETSY15$8330.00%
494PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND72201R56916$7990.00%
495NIO INC SPON ADSNIOIF100$6680.00%
496LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB13$6670.00%
497ISHARES SHORT DURATION BOND ACTIVE ETF46431W50713$6660.00%
498TILRAY BRANDS INC COMTLRY376$6620.00%
499ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40715$6510.00%
500BROOKDALE SR LIVING INC COM11246310495$6450.00%