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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

WealthPLAN Partners, LLC

Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001639943-24-000004

Total Value
$931.4M
Positions
403
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (403)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL264,904$55.8M5.99%
2BERKSHIRE HATHAWAY INC DELBRK-A93,997$38.2M4.11%
3VANGUARD INDEX FDS922908769133,788$35.8M3.84%
4ISHARES TR46434V621478,913$27.6M2.96%
5SCHWAB STRATEGIC TR808524805478,948$18.4M1.98%
6FIRST TR EXCHNG TRADED FD VI33740F755617,065$17.8M1.92%
7PACER FDS TR69374H881322,179$17.6M1.88%
8AMAZON COM INCAMZN81,410$15.7M1.69%
9ISHARES TR46428740884,307$15.3M1.65%
10SIMPLIFY EXCHANGE TRADED FUN82889N764544,593$15.1M1.62%
11SPDR SER TR78464A649594,893$14.9M1.60%
12INVESCO QQQ TRIVZ31,005$14.9M1.59%
13VANECK ETF TRUST92189F643171,405$14.8M1.59%
14ISHARES INC46434G103274,070$14.7M1.58%
15NVIDIA CORPORATIONNVDA117,559$14.5M1.56%
16NORTHERN LTS FD TR IVNTRSO264,135$13.5M1.45%
17COSTCO WHSL CORP NEW22160K10515,197$12.9M1.39%
18ISHARES TR46428720023,314$12.8M1.37%
19ALPHABET INCGOOG61,317$11.2M1.21%
20FIRST TR EXCH TRADED FD III33739P103176,767$11.1M1.19%
21APPLE INCAAPL51,658$10.9M1.17%
22SIMPLIFY EXCHANGE TRADED FUN82889N632381,373$9.3M0.99%
23STARBOARD INVT TRSTHO331,823$9.3M0.99%
24MICROSOFT CORPMSFT20,573$9.2M0.99%
25ISHARES TR46435G524135,399$9.1M0.98%
26CASEYS GEN STORES INC14752810322,759$8.7M0.93%
27AMERICAN CENTY ETF TR025072604138,804$8.5M0.91%
28WALMART INCWMT121,807$8.2M0.89%
29VANECK ETF TRUST92189H748147,595$7.8M0.84%
30ISHARES TR46428730979,716$7.4M0.79%
31JOHNSON & JOHNSONJNJ49,379$7.2M0.77%
32CHEVRON CORP NEWCVX45,999$7.2M0.77%
33PEPSICO INCPEP43,284$7.1M0.77%
34ABBVIE INCABBV41,222$7.1M0.76%
35SPDR SER TR78464A854109,596$7.0M0.75%
36SPDR SER TR78464A40980,528$6.5M0.69%
37JPMORGAN CHASE & CO.VYLD31,226$6.3M0.68%
38BONDBLOXX ETF TRUST09789C788115,718$5.8M0.62%
39NUCOR CORPNUE36,615$5.8M0.62%
40TEXAS INSTRS INC88250810428,521$5.5M0.60%
41REALTY INCOME CORPO101,957$5.4M0.58%
42RPM INTL INC74968510349,783$5.4M0.58%
43GRACO INCGGG67,435$5.3M0.57%
44FIRST TR EXCHANGE-TRADED FD33738R11870,024$5.3M0.57%
45MASTERCARD INCORPORATEDMA11,897$5.2M0.56%
46BROWN & BROWN INCBRO58,537$5.2M0.56%
47PROSHARES TR74347G60668,872$5.1M0.55%
48GENUINE PARTS COGPC36,794$5.1M0.55%
49LOCKHEED MARTIN CORPLMT10,845$5.1M0.54%
50SPDR SER TR78468R788125,819$5.1M0.54%
51INTERNATIONAL BUSINESS MACHSINTR29,249$5.1M0.54%
52MSC INDL DIRECT INC55353010662,911$5.0M0.54%
53SCHWAB STRATEGIC TR80852479764,036$5.0M0.53%
54INNOVATOR ETFS TRUSTINHD141,615$4.9M0.53%
55META PLATFORMS INCMETA9,524$4.8M0.52%
56COLUMBIA ETF TR I19761L870175,506$4.8M0.51%
57UNION PAC CORPUNP21,130$4.8M0.51%
58HORMEL FOODS CORPHRL147,425$4.5M0.48%
59CONSTELLATION BRANDS INCSTZ17,155$4.4M0.47%
60PACER FDS TR69374H873144,422$4.4M0.47%
61FIRST TR EXCHANGE-TRADED FD33739Q40873,536$4.4M0.47%
62LINCOLN ELEC HLDGS INC53390010622,815$4.3M0.46%
63VERIZON COMMUNICATIONS INCVZ103,763$4.3M0.46%
64VANECK ETF TRUST92189F486166,644$4.3M0.46%
65MICROCHIP TECHNOLOGY INC.MCHPP46,011$4.2M0.45%
66EA SERIES TRUST02072L599144,439$4.1M0.44%
67SCHWAB STRATEGIC TR80852483988,866$4.1M0.43%
68CULLEN FROST BANKERS INCCFR-PB39,844$4.0M0.43%
69BONDBLOXX ETF TRUST09789C82083,789$3.9M0.42%
70DANAHER CORPORATION23585110215,643$3.9M0.42%
71AMGEN INCAMGN12,332$3.9M0.41%
72EA SERIES TRUST02072L61596,082$3.8M0.41%
73INNOVATOR ETFS TRUSTINHD97,890$3.8M0.41%
74FIRST TR EXCHNG TRADED FD VI33740F74885,598$3.8M0.41%
75AIM ETF PRODUCTS TRUST00888H745123,942$3.8M0.41%
76VISA INCV14,183$3.7M0.40%
77ISHARES TR46434V61381,641$3.7M0.40%
78AIR PRODS & CHEMS INCAIIR14,249$3.7M0.39%
79ISHARES TR46428765517,949$3.6M0.39%
80BLACKSTONE INCBX27,829$3.4M0.37%
81ABBOTT LABSABLZF32,821$3.4M0.37%
82S&P GLOBAL INCSPGI7,622$3.4M0.36%
83AIM ETF PRODUCTS TRUST00888H737110,401$3.2M0.34%
84PIMCO ETF TR72201R63569,191$3.1M0.34%
85EMERSON ELEC COEMR27,885$3.1M0.33%
86WISDOMTREE TRWT70,039$3.0M0.32%
87ADOBE INCADBE5,395$3.0M0.32%
88EA SERIES TRUST02072L56527,314$2.9M0.32%
89SMITH A O CORPAOS34,525$2.8M0.30%
90NIKE INCNKE37,367$2.8M0.30%
91INTEL CORPINTC87,637$2.7M0.29%
92ISHARES TR46428888526,348$2.7M0.29%
93DOVER CORPDOV14,658$2.6M0.28%
94ISHARES TR46432F33915,051$2.6M0.28%
95SERVICENOW INCNOW3,258$2.6M0.28%
96BLACKROCK ETF TRUSTBLK52,339$2.5M0.26%
97ROPER TECHNOLOGIES INCROP4,156$2.3M0.25%
98TESLA INCTSLA11,646$2.3M0.25%
99CHENIERE ENERGY INCLNG13,054$2.3M0.25%
100THERMO FISHER SCIENTIFIC INCTMO4,120$2.3M0.24%
101SELECT SECTOR SPDR TR81369Y20915,304$2.2M0.24%
102ALBEMARLE CORPALB-PA23,169$2.2M0.24%
103ARCHER DANIELS MIDLAND COADM35,706$2.2M0.23%
104BUCKLE INCBKE57,975$2.1M0.23%
105BROADCOM INCAVGO1,273$2.0M0.22%
106ALPHABET INCGOOG11,060$2.0M0.22%
107SCHWAB STRATEGIC TR80852420131,036$2.0M0.21%
108PNC FINL SVCS GROUP INC69347510512,510$1.9M0.21%
109PROSHARES TR74348A46719,214$1.8M0.20%
110T ROWE PRICE ETF INC87283Q86757,664$1.8M0.19%
111SPDR S&P 500 ETF TRSPY3,290$1.8M0.19%
112SPDR SER TR78464A80526,895$1.8M0.19%
113FMC CORPFMC30,904$1.8M0.19%
114EA SERIES TRUST02072L57361,105$1.8M0.19%
115OCCIDENTAL PETE CORP67459910527,914$1.8M0.19%
116PERSPECTIVE THERAPEUTICS INCCATX169,963$1.7M0.18%
117ISHARES U S ETF TR46431W50733,596$1.7M0.18%
118CATERPILLAR INCCAT5,028$1.7M0.18%
119ISHARES TR46428858817,940$1.6M0.18%
120LOWES COS INC5486611077,304$1.6M0.17%
121WISDOMTREE TRWT41,339$1.6M0.17%
122INNOVATOR ETFS TRUSTINHD38,944$1.6M0.17%
123LULULEMON ATHLETICA INCLULU5,141$1.5M0.16%
124VANGUARD INDEX FDS9229085956,078$1.5M0.16%
125PIMCO ETF TR72201R83315,073$1.5M0.16%
126ELI LILLY & COLLY1,581$1.4M0.15%
127SELECT SECTOR SPDR TR81369Y60534,509$1.4M0.15%
128EA SERIES TRUST02072L68039,137$1.4M0.15%
129WISDOMTREE TRWT31,577$1.4M0.15%
130ISHARES TR46428743214,819$1.4M0.15%
131INVESCO EXCHANGE TRADED FD TIVZ8,153$1.3M0.14%
132VANGUARD INDEX FDS9229087694,917$1.3M0.14%
133EA SERIES TRUST02072L25053,586$1.3M0.14%
134ISHARES TR4642876308,423$1.3M0.14%
135EXXON MOBIL CORPXOM10,911$1.3M0.13%
136ISHARES TR4642876143,298$1.2M0.13%
137MAIN STR CAP CORP56035L10423,186$1.2M0.13%
138WP CAREY INC92936U10921,258$1.2M0.13%
139BANK AMERICA CORP06050510428,785$1.1M0.12%
140MERCK & CO INCMRK9,165$1.1M0.12%
141COCA COLA COKO17,649$1.1M0.12%
142ISHARES TR4642877217,456$1.1M0.12%
143NEXTERA ENERGY INCNEE-PW15,841$1.1M0.12%
144HOME DEPOT INCHD3,233$1.1M0.12%
145INNOVATOR ETFS TRUSTINHD29,505$1.1M0.11%
146CHIPOTLE MEXICAN GRILL INCCMG16,730$1.0M0.11%
147SCHWAB STRATEGIC TR80852480527,148$1.0M0.11%
148NORTHERN LTS FD TR IVNTRSO20,174$1.0M0.11%
149EA SERIES TRUST02072L45851,505$1.0M0.11%
150HIMS & HERS HEALTH INCHIMS50,609$1.0M0.11%
151FIRST TR EXCHNG TRADED FD VI33740U61232,233$958,9320.10%
152SPDR SER TR78464A84718,493$948,6910.10%
153ISHARES INC46434G10317,171$919,1640.10%
154DEERE & CODE2,437$910,5990.10%
155ISHARES TR4642874084,756$865,6400.09%
156INNOVATOR ETFS TRUSTINHD21,364$859,4740.09%
157MCDONALDS CORPMCD3,370$858,8150.09%
158TARGET CORPTGT5,571$824,7500.09%
159ISHARES TR46428887715,476$820,8470.09%
160MCKESSON CORPMCK1,363$796,3080.09%
161ALTRIA GROUP INCMO17,396$792,3720.09%
162SCHWAB STRATEGIC TR80852460716,525$784,1290.08%
163ADVANCED MICRO DEVICES INCAMD4,832$783,7990.08%
164SPDR SER TR78468R6638,372$768,3540.08%
165VANGUARD INDEX FDS9229083631,520$760,3850.08%
166EA SERIES TRUST02072L69825,565$760,3030.08%
167ISHARES TR4642871686,119$740,2370.08%
168SPDR SER TR78464A50815,079$734,9500.08%
169BLACKROCK ETF TRUST IIBLK14,014$731,5310.08%
170ISHARES INC46434G76411,941$706,9070.08%
171ISHARES TR4642871505,912$702,2270.08%
172SPDR SER TR78464A8218,290$696,8570.07%
173SPDR S&P MIDCAP 400 ETF TRMDY1,296$693,4640.07%
174VERTEX PHARMACEUTICALS INCVRTX1,466$687,1440.07%
175ISHARES TR4642872267,067$686,0140.07%
176FIRST TR LRGE CP CORE ALPHA33734K1096,988$677,7660.07%
177FIRST TR EXCHANGE TRADED FD33734X1436,482$677,4960.07%
178MEDTRONIC PLCMDT8,576$674,9790.07%
179SPDR SER TR78464A3008,592$672,8400.07%
180VANGUARD SPECIALIZED FUNDS9219088443,676$671,0120.07%
181SPDR SER TR78464A64926,527$665,5620.07%
182SELECT SECTOR SPDR TR81369Y8032,851$644,9850.07%
183FIRST TR EXCHNG TRADED FD VI33740F44118,364$642,5930.07%
184FIRST TR EXCHNG TRADED FD VI33740F25021,259$640,9480.07%
185SPDR SER TR78464A8398,730$636,7660.07%
186NETFLIX INCNFLX943$636,4120.07%
187SPDR SER TR78468R60626,794$622,4250.07%
188SCHWAB CHARLES CORPSCHW-PJ8,401$619,0570.07%
189SELECT SECTOR SPDR TR81369Y5066,703$611,0040.07%
190SCHWAB STRATEGIC TR80852470622,900$608,2240.07%
191VANGUARD INDEX FDS9229087361,601$598,7900.06%
192WERNER ENTERPRISES INCWERN16,677$597,5370.06%
193SCHWAB STRATEGIC TR8085243005,818$586,6540.06%
194NORTHERN LTS FD TR IVNTRSO42,370$581,3170.06%
195INTERPUBLIC GROUP COS INCINTR19,933$579,8510.06%
196PROCTER AND GAMBLE CO7427181093,495$576,4220.06%
197ISHARES TR4642874815,205$574,3720.06%
198INNOVATOR ETFS TRUSTINHD18,498$571,3970.06%
199SCHWAB STRATEGIC TR80852487010,897$566,7530.06%
200DBX ETF TR23305143215,881$563,1400.06%
201NORTHERN LTS FD TR IVNTRSO32,547$559,8460.06%
202BOEING COBA-PA2,930$533,2150.06%
203PUBLIC STORAGE OPER COPSA-PS1,848$531,5770.06%
204ISHARES TR4642876482,007$526,8980.06%
205ARM HOLDINGS PLC0420682053,210$525,2200.06%
206PGIM ETF TR69344A83410,213$521,9350.06%
207FRANKLIN TEMPLETON ETF TRFGDL21,308$520,1280.06%
208SPDR SER TR78464A2015,971$512,6700.06%
209SPDR SER TR78468R78812,656$509,1510.05%
210ISHARES TR4642876221,703$506,7110.05%
211VERTIV HOLDINGS COVRT5,758$498,4740.05%
212ISHARES TR4642875982,842$495,8440.05%
213ORACLE CORPORCL-PD3,435$485,0220.05%
214WISDOMTREE TRWT6,188$482,9730.05%
215WISDOMTREE TRWT12,567$482,2510.05%
216ISHARES TR46434V64720,256$470,9520.05%
217SCHWAB STRATEGIC TR8085247716,944$465,1090.05%
218FS KKR CAP CORPFSK23,549$464,6200.05%
219INVESCO EXCHANGE TRADED FD TIVZ5,507$459,3540.05%
220CATERPILLAR INCCAT1,375$458,0040.05%
221SPDR GOLD TRGLD2,115$454,7460.05%
222SCHWAB STRATEGIC TR80852469810,205$450,0410.05%
223PROSHARES TR74347R2487,239$449,0300.05%
224VANGUARD MALVERN FDS9220208059,236$448,3150.05%
225TJX COS INC NEW8725401094,016$442,1230.05%
226ISHARES TR4642875077,526$440,4490.05%
227VANGUARD INTL EQUITY INDEX F9220427757,402$434,0530.05%
228SUNOCO LP/SUNOCO FIN CORPSUN7,536$426,0950.05%
229ISHARES TR4642878043,880$413,8130.04%
230CONOCOPHILLIPSCOP3,610$412,9230.04%
231SPDR SER TR78468R6224,312$406,4920.04%
232VANGUARD BD INDEX FDS9219378275,248$402,5220.04%
233UNITED RENTALS INCURI615$397,9420.04%
234GE AEROSPACE3696043012,492$396,1510.04%
235VANGUARD INDEX FDS9229087442,459$394,4480.04%
236US BANCORP DELUSB-PS9,857$391,3080.04%
237ISHARES TR46434V80310,997$390,9990.04%
238INNOVATOR ETFS TRUSTINHD9,333$387,2260.04%
239DISNEY WALT CO2546871063,900$387,2180.04%
240INVESCO EXCHANGE TRADED FD TIVZ10,199$387,0520.04%
241INNOVATOR ETFS TRUSTINHD10,226$373,3510.04%
242WISDOMTREE TRWT8,579$371,5560.04%
243PROSHARES TR74347B6804,977$366,3570.04%
244NORFOLK SOUTHN CORP6558441081,671$358,7470.04%
245INNOVATOR ETFS TRUSTINHD9,569$353,3430.04%
246CONSTELLATION ENERGY CORPCEG1,753$351,0730.04%
247ISHARES TR4642874732,902$350,3870.04%
248PUBLIC SVC ENTERPRISE GRP IN7445731064,671$344,2530.04%
249AT&T INCT-PC17,956$343,1440.04%
250ISHARES TR46428868710,721$338,2480.04%
251WISDOMTREE TRWT4,231$330,2300.04%
252VANGUARD WORLD FD92204A702572$329,5740.04%
253INVESCO EXCHANGE TRADED FD TIVZ8,663$328,7610.04%
254QUALCOMM INCQCOM1,634$325,4640.03%
255MONDELEZ INTL INC6092071054,881$319,4130.03%
256J P MORGAN EXCHANGE TRADED F46641Q3325,603$317,6000.03%
257ISHARES TR46435U7137,501$315,9580.03%
258SPDR INDEX SHS FDS78463X8898,976$314,8780.03%
259WISDOMTREE TRWT10,268$314,4960.03%
260J P MORGAN EXCHANGE TRADED F46641Q8376,054$305,5450.03%
261SPDR INDEX SHS FDS78463X5098,081$304,4110.03%
262VANGUARD INDEX FDS9229086371,216$303,5380.03%
263CONAGRA BRANDS INCCAG10,596$301,1470.03%
264BERKSHIRE HATHAWAY INC DELBRK-A736$299,4050.03%
265ROCKWELL AUTOMATION INCROK1,081$297,5780.03%
266FIRST TR VALUE LINE DIVID IN33734H1067,292$297,1490.03%
267LAMB WESTON HLDGS INCLW3,517$295,6910.03%
268LATTICE STRATEGIES TR51841610210,572$292,0320.03%
269UMB FINL CORP9027881083,483$290,5930.03%
270ISHARES TR46429B6973,430$287,9820.03%
271SPDR SER TR78468R8536,875$285,5190.03%
272SPOTIFY TECHNOLOGY S ASPOT900$282,4110.03%
273INNOVATOR ETFS TRUSTINHD6,583$282,2170.03%
274INTUITIVE SURGICAL INCISRG600$266,9100.03%
275PALANTIR TECHNOLOGIES INCPLTR10,528$266,6740.03%
276ISHARES TR4642882812,990$264,5550.03%
277ARES CAPITAL CORPARCC12,548$261,5000.03%
278FIRST TR EXCHANGE-TRADED FD33738R5064,754$260,2930.03%
279MICRON TECHNOLOGY INCMU1,958$257,5770.03%
280SCHWAB STRATEGIC TR8085247557,162$250,8850.03%
281CROWDSTRIKE HLDGS INCCRWD652$249,8400.03%
282TAIWAN SEMICONDUCTOR MFG LTD8740391001,437$249,7920.03%
283EATON CORP PLCETN793$248,6450.03%
284JOHN HANCOCK EXCHANGE TRADED47804J7508,557$244,5310.03%
285WELLS FARGO CO NEW9497461014,058$240,9940.03%
286FORD MTR CO DEL34537086019,031$238,6510.03%
287WISDOMTREE TRWT6,093$238,1140.03%
288EA SERIES TRUST02072L5652,207$237,9480.03%
289RTX CORPORATIONRTX2,367$237,6680.03%
290FIRST TR EXCHNG TRADED FD VI33740F7715,822$234,8010.03%
291FS CREDIT OPPORTUNITIES CORPFSCO36,032$229,5240.02%
292SILA REALTY TRUST INCSILA10,831$229,2920.02%
293FIRST TR EXCHNG TRADED FD VI33740F6235,163$224,1020.02%
294PALO ALTO NETWORKS INCPANW642$217,6440.02%
295ISHARES SILVER TRSLV7,962$211,5500.02%
296COLUMBIA ETF TR I19761L50811,660$205,7150.02%
297SPDR DOW JONES INDL AVERAGE78467X109523$204,4350.02%
298SCHWAB STRATEGIC TR80852484710,206$203,8120.02%
299INNOVATOR ETFS TRUSTINHD5,414$203,0790.02%
300PFIZER INCPFE7,196$201,3340.02%
301FIRST TR EXCHANGE-TRADED FD33739Q4083,373$201,0310.02%
302TESLA INCTSLA1,003$198,4740.02%
303UNITEDHEALTH GROUP INCUNH388$197,7120.02%
304COMCAST CORP NEWCCZ4,884$191,2720.02%
305UNITED PARCEL SERVICE INCUPS1,271$173,8770.02%
306CISCO SYS INCCSCO3,510$166,7600.02%
307NVIDIA CORPORATIONNVDA1,300$160,6020.02%
308STARBOARD INVT TRSTHO10,170$159,6660.02%
309STARBOARD INVT TRSTHO19,380$152,3560.02%
310ISHARES TR46434V6476,403$148,8700.02%
311DOUBLELINE INCOME SOLUTIONSDSL11,699$146,4710.02%
312SPDR S&P 500 ETF TRSPY238$129,5240.01%
313LOCKHEED MARTIN CORPLMT269$125,6500.01%
314BROADCOM INCAVGO78$125,2310.01%
315ISHARES TR464287630746$113,6160.01%
316INVESCO QQQ TRIVZ237$113,5490.01%
317VANGUARD INDEX FDS922908363224$112,0290.01%
318SPDR DOW JONES INDL AVERAGE78467X109257$100,5200.01%
319MERCK & CO INCMRK760$94,0910.01%
320US BANCORP DELUSB-PS1,956$77,6570.01%
321ISHARES TR46434V6211,345$77,4770.01%
322CISCO SYS INCCSCO1,529$72,6570.01%
323SPDR SER TR78464A8051,093$72,5210.01%
324MCDONALDS CORPMCD279$71,1430.01%
325BLACKSTONE INCBX563$69,6990.01%
326ABBVIE INCABBV401$68,7800.01%
327UNITEDHEALTH GROUP INCUNH135$68,7500.01%
328ALTIMMUNE INCALT10,204$67,8570.01%
329TEXAS INSTRS INC882508104342$66,5290.01%
330UNION PAC CORPUNP293$66,2940.01%
331HOME DEPOT INCHD190$65,4560.01%
332JOHNSON & JOHNSONJNJ428$62,5940.01%
333COSTCO WHSL CORP NEW22160K10572$61,1990.01%
334FS KKR CAP CORPFSK2,693$53,1260.01%
335PALANTIR TECHNOLOGIES INCPLTR2,082$52,7370.01%
336RINGCENTRAL INCRNG55,000$52,4270.01%
337UNITED PARCEL SERVICE INCUPS382$52,3160.01%
338NORTHERN LTS FD TR IVNTRSO3,295$45,2010.00%
339NORTHERN LTS FD TR IVNTRSO2,540$43,6980.00%
340MEDTRONIC PLCMDT545$42,8970.00%
341ALPHABET INCGOOG208$37,8870.00%
342SILA REALTY TRUST INCSILA1,602$33,9140.00%
343PROCTER AND GAMBLE CO742718109193$31,9110.00%
344STARBOARD INVT TRSTHO1,020$28,4410.00%
345FIRST TR EXCHNG TRADED FD VI33740F755972$28,1100.00%
346SIMPLIFY EXCHANGE TRADED FUN82889N764992$27,4580.00%
347PACER FDS TR69374H881481$26,2160.00%
348AT&T INCT-PC1,302$24,8810.00%
349ISHARES TR46435G524357$24,0930.00%
350ISHARES SILVER TRSLV900$23,9130.00%
351MICROSOFT CORPMSFT53$23,7080.00%
352SIMPLIFY EXCHANGE TRADED FUN82889N632820$19,9360.00%
353CASEYS GEN STORES INC14752810350$19,0780.00%
354META PLATFORMS INCMETA37$18,6560.00%
355AMERICAN CENTY ETF TR025072604304$18,5670.00%
356FIRST TR EXCH TRADED FD III33739P103287$17,9340.00%
357VERIZON COMMUNICATIONS INCVZ366$15,0940.00%
358PRESIDIO PPTY TR INC74102L30320,982$14,6270.00%
359COMCAST CORP NEWCCZ365$14,2850.00%
360SPDR INDEX SHS FDS78463X509331$12,4690.00%
361SPDR INDEX SHS FDS78463X889353$12,3830.00%
362BONDBLOXX ETF TRUST09789C788242$12,1900.00%
363PROSHARES TR74347G606159$11,8710.00%
364ISHARES TR464287309127$11,7220.00%
365AMAZON COM INCAMZN60$11,5950.00%
366VANECK ETF TRUST92189F486437$11,1450.00%
367VANGUARD INDEX FDS92290859544$11,0060.00%
368PFIZER INCPFE388$10,8560.00%
369REALTY INCOME CORPO200$10,5640.00%
370ALPHABET INCGOOG50$9,1710.00%
371BONDBLOXX ETF TRUST09789C820189$8,8920.00%
372WALMART INCWMT131$8,8550.00%
373VANECK ETF TRUST92189F64395$8,2280.00%
374PEPSICO INCPEP49$8,1160.00%
375COLUMBIA ETF TR I19761L870285$7,7810.00%
376VANECK ETF TRUST92189H748146$7,7300.00%
377BUCKLE INCBKE185$6,8340.00%
378ALTRIA GROUP INCMO150$6,8330.00%
379ISHARES TR46428720012$6,5670.00%
380FIRST TR LRGE CP CORE ALPHA33734K10964$6,2070.00%
381SPDR SER TR78464A40975$6,0220.00%
382PACER FDS TR69374H873195$5,9310.00%
383JPMORGAN CHASE & CO.VYLD17$3,4800.00%
384WELLS FARGO CO NEW94974610148$2,8250.00%
385ABBOTT LABSABLZF24$2,5190.00%
386CHEVRON CORP NEWCVX14$2,2580.00%
387MICROCHIP TECHNOLOGY INC.MCHPP24$2,2290.00%
388WISDOMTREE TRWT44$1,8900.00%
389BANK AMERICA CORP06050510441$1,6220.00%
390AMGEN INCAMGN5$1,6040.00%
391GE AEROSPACE36960430110$1,5900.00%
392PNC FINL SVCS GROUP INC6934751059$1,4280.00%
393INTUITIVE SURGICAL INCISRG3$1,3350.00%
394CONOCOPHILLIPSCOP11$1,2710.00%
395VANGUARD INTL EQUITY INDEX F92204277519$1,1140.00%
396PRESIDIO PPTY TR INC74102L3031,385$9650.00%
397RTX CORPORATIONRTX9$9210.00%
398ISHARES U S ETF TR46431W50718$9060.00%
399PRESIDIO PPTY TR INC74102L11320,982$8180.00%
400INTEL CORPINTC25$7740.00%
401PRESTO AUTOMATION INC74113T10510,000$7000.00%
402SPDR SER TR78468R60620$4650.00%
403PRESIDIO PPTY TR INC74102L1131,385$540.00%