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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

Wealthspire Advisors, LLC

Quarter ended Q3 2023 · Filed August 1, 2023 · Accession 0001646247-23-000003

Total Value
$6.12B
Positions
559
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,932,162$861.2M14.10%
2VANGUARD INDEX FDS9229083631,086,171$442.4M7.24%
3SCHWAB STRATEGIC TR8085247975,654,139$410.6M6.72%
4VANGUARD TAX-MANAGED FDS9219438587,981,888$368.6M6.03%
5ISHARES TR4642875071,339,508$350.3M5.73%
6SPDR S&P 500 ETF TRSPY575,375$255.1M4.18%
7VANGUARD STAR FDS9219097683,581,308$200.8M3.29%
8SCHWAB STRATEGIC TR8085248055,020,895$179.0M2.93%
9VANGUARD INDEX FDS922908769777,783$171.3M2.80%
10ISHARES TR4642878041,525,573$152.0M2.49%
11VANGUARD INDEX FDS922908629557,071$122.6M2.01%
12VANGUARD INTL EQUITY INDEX F9220428582,745,208$111.7M1.83%
13VANGUARD INDEX FDS922908637479,189$97.1M1.59%
14VANGUARD INDEX FDS922908652630,533$93.8M1.54%
15VANGUARD INDEX FDS922908736284,264$80.4M1.32%
16ISHARES INC46434G1031,577,150$77.7M1.27%
17INVESCO EXCH TRADED FD TR IIIVZ2,579,022$68.5M1.12%
18VANGUARD INDEX FDS922908751336,102$66.8M1.09%
19SCHWAB STRATEGIC TR8085242011,246,884$65.3M1.07%
20PROSHARES TR74348A467685,260$64.6M1.06%
21APPLE INCAAPL304,652$59.1M0.97%
22ISHARES TR46432F842839,777$56.7M0.93%
23ISHARES TR46432F834884,117$55.4M0.91%
24ISHARES TR46434V8601,061,433$53.8M0.88%
25FIRST TR EXCHANGE-TRADED FD33738D1011,885,914$50.9M0.83%
26ISHARES TR464288414472,043$50.4M0.82%
27SPDR SER TR78464A854899,000$46.8M0.77%
28VANGUARD INDEX FDS922908744305,795$43.5M0.71%
29ISHARES INC464286525405,089$39.7M0.65%
30MICROSOFT CORPMSFT112,810$38.4M0.63%
31ISHARES TR464287465528,725$38.3M0.63%
32VANGUARD INTL EQUITY INDEX F922042775650,227$35.4M0.58%
33ISHARES TR46434V613770,119$35.0M0.57%
34CME GROUP INCCME188,414$34.9M0.57%
35ISHARES TR464287614121,277$33.4M0.55%
36WISDOMTREE TRWT881,786$32.6M0.53%
37VANGUARD INTL EQUITY INDEX F922042742290,354$28.2M0.46%
38VANGUARD MUN BD FDS922907746540,691$27.2M0.44%
39FLEXSHARES TRFLEX1,110,205$24.6M0.40%
40ISHARES TR464288372507,843$23.8M0.39%
41ACCENTURE PLC IRELANDACN75,772$23.4M0.38%
42ISHARES TR464287226233,595$22.9M0.37%
43ISHARES TR464287655118,449$22.2M0.36%
44ISHARES TR46435G268374,305$21.5M0.35%
45ALPHABET INCGOOG173,686$21.0M0.34%
46SCHWAB STRATEGIC TR808524706792,666$19.5M0.32%
47VANGUARD INDEX FDS922908553220,778$18.5M0.30%
48VANGUARD BD INDEX FDS921937835235,066$17.1M0.28%
49AMAZON COM INCAMZN129,822$16.9M0.28%
50SPDR SER TR78464A763131,590$16.1M0.26%
51VANGUARD MALVERN FDS922020805334,814$15.9M0.26%
52ISHARES TR46429B267684,396$15.7M0.26%
53SCHWAB STRATEGIC TR808524870296,310$15.5M0.25%
54VANGUARD INDEX FDS92290853869,149$14.2M0.23%
55FIRST TR ENERGY INFRASTRCTR33738C103932,031$13.7M0.22%
56ISHARES TR46428759886,511$13.7M0.22%
57BERKSHIRE HATHAWAY INC DELBRK-A37,983$13.0M0.21%
58WISDOMTREE TRWT186,752$12.4M0.20%
59ISHARES TR46428768948,918$12.4M0.20%
60VANGUARD INDEX FDS92290851285,837$11.9M0.19%
61VANGUARD WORLD FDS92204A20760,647$11.8M0.19%
62ISHARES TR464287150115,240$11.3M0.18%
63FIRST TR EXCHANGE-TRADED FD33733E500213,131$10.9M0.18%
64ISHARES TR46428762242,869$10.4M0.17%
65SPDR SER TR78468R721224,737$10.4M0.17%
66SPDR SER TR78464A847224,348$10.3M0.17%
67FLEXSHARES TRFLEX174,129$10.1M0.16%
68ISHARES TR464287309130,995$9.2M0.15%
69CHOICE HOTELS INTL INC16990510677,256$9.1M0.15%
70VANGUARD INDEX FDS92290859539,484$9.1M0.15%
71VANGUARD INDEX FDS92290861154,372$9.0M0.15%
72VANGUARD WHITEHALL FDS92194640684,229$8.9M0.15%
73JOHNSON & JOHNSONJNJ53,053$8.8M0.14%
74VANGUARD BD INDEX FDS921937827115,607$8.7M0.14%
75ISHARES TR46429B66384,459$8.5M0.14%
76SPDR GOLD TRGLD47,623$8.5M0.14%
77COCA COLA COKO136,750$8.2M0.13%
78EXXON MOBIL CORPXOM74,037$7.9M0.13%
79ISHARES TR46428716869,556$7.9M0.13%
80INVESCO QQQ TRIVZ20,250$7.5M0.12%
81ALPHABET INCGOOG61,311$7.3M0.12%
82SPDR SER TR78468R66379,756$7.3M0.12%
83SCHWAB STRATEGIC TR808524607159,103$7.0M0.11%
84ROCKET COS INC77311W101740,400$6.6M0.11%
85TESLA INCTSLA25,129$6.6M0.11%
86SELECT SECTOR SPDR TR81369Y50679,114$6.4M0.11%
87ABBVIE INCABBV46,411$6.3M0.10%
88ISHARES TR46428825764,999$6.2M0.10%
89VANGUARD SPECIALIZED FUNDS92190884438,352$6.2M0.10%
90SPDR S&P MIDCAP 400 ETF TRMDY12,949$6.2M0.10%
91GOLDMAN SACHS ETF TRNVGLF64,877$5.7M0.09%
92CHEVRON CORP NEWCVX35,716$5.6M0.09%
93PROCTER AND GAMBLE CO74271810936,425$5.5M0.09%
94UNITEDHEALTH GROUP INCUNH11,331$5.4M0.09%
95JPMORGAN CHASE & COVYLD36,245$5.3M0.09%
96META PLATFORMS INCMETA17,763$5.1M0.08%
97PEPSICO INCPEP26,732$5.0M0.08%
98MERCK & CO INCMRK41,997$4.8M0.08%
99VERIZON COMMUNICATIONS INCVZ128,082$4.8M0.08%
100EATON VANCE MUN BD FDETN477,576$4.8M0.08%
101ISHARES TR46428745756,392$4.6M0.07%
102PFIZER INCPFE123,709$4.5M0.07%
103ISHARES TR46434V647191,045$4.4M0.07%
104ISHARES TR46428740827,215$4.4M0.07%
105VISA INCV17,775$4.2M0.07%
106ISHARES TR46434V456117,873$4.2M0.07%
107HOME DEPOT INCHD13,233$4.1M0.07%
108HORMEL FOODS CORPHRL100,082$4.0M0.07%
109ABBOTT LABSABLZF36,898$4.0M0.07%
110MASTERCARD INCORPORATEDMA9,351$3.7M0.06%
111CHESAPEAKE UTILS CORP16530310829,156$3.5M0.06%
112ALPS ETF TR00162Q45288,087$3.5M0.06%
113ISHARES TR46434V28276,567$3.4M0.06%
114MCDONALDS CORPMCD11,198$3.3M0.05%
115NVIDIA CORPORATIONNVDA7,837$3.3M0.05%
116MAGELLAN MIDSTREAM PRTNRS LP55908010652,652$3.3M0.05%
117ISHARES TR46428857038,639$3.3M0.05%
118WALMART INCWMT20,602$3.2M0.05%
119INTERNATIONAL BUSINESS MACHSINTR22,534$3.0M0.05%
120BANK AMERICA CORP060505104103,880$3.0M0.05%
121ISHARES TR46436E882119,806$3.0M0.05%
122SCHWAB CHARLES CORPSCHW-PJ50,826$2.9M0.05%
123ISHARES TR46436E874119,563$2.8M0.05%
124STARBUCKS CORPSBUX28,566$2.8M0.05%
125COSTCO WHSL CORP NEW22160K1055,090$2.7M0.04%
126BYRNA TECHNOLOGIES INCBYRN543,079$2.7M0.04%
127SCHWAB STRATEGIC TR80852477146,041$2.7M0.04%
128ISHARES TR46432F85954,972$2.6M0.04%
129SCHWAB STRATEGIC TR80852450835,424$2.5M0.04%
130ENERGY TRANSFER L PET-PI196,652$2.5M0.04%
131CISCO SYS INCCSCO48,191$2.5M0.04%
132SPDR SER TR78468R78866,673$2.5M0.04%
133VANGUARD WORLD FDS92204A87617,363$2.5M0.04%
134LAUDER ESTEE COS INC51843910412,555$2.5M0.04%
135ISHARES TR46436E866103,885$2.4M0.04%
136PALANTIR TECHNOLOGIES INCPLTR156,628$2.4M0.04%
137ALPS ETF TR00162Q39564,000$2.3M0.04%
138PHILIP MORRIS INTL INC71817210923,799$2.3M0.04%
139NETFLIX INCNFLX5,245$2.3M0.04%
140COMCAST CORP NEWCCZ55,469$2.3M0.04%
141ENTERPRISE PRODS PARTNERS L29379210785,265$2.2M0.04%
142SPDR DOW JONES INDL AVERAGE78467X1096,519$2.2M0.04%
143NEXTERA ENERGY INCNEE-PW30,029$2.2M0.04%
144BLACKSTONE INCBX23,772$2.2M0.04%
145INVESCO EXCH TRD SLF IDX FDIVZ93,708$2.2M0.04%
146STAGWELL INCSTGW304,789$2.2M0.04%
147J P MORGAN EXCHANGE TRADED F46641Q19140,466$2.2M0.04%
148ISHARES TR46428755617,067$2.2M0.04%
149VANGUARD ADMIRAL FDS INC9219325058,353$2.1M0.03%
150HERSHEY COHSY8,127$2.0M0.03%
151ISHARES TR46434V62139,317$2.0M0.03%
152SPDR INDEX SHS FDS78463X45935,000$2.0M0.03%
153ISHARES TR46428772118,150$2.0M0.03%
154DISNEY WALT CO25468710621,846$2.0M0.03%
155INVESCO EXCHANGE TRADED FD TIVZ13,015$1.9M0.03%
156ISHARES TR46435G42519,978$1.9M0.03%
157INTEL CORPINTC57,157$1.9M0.03%
158STRYKER CORPORATIONSYK6,185$1.9M0.03%
159SELECT SECTOR SPDR TR81369Y20914,074$1.9M0.03%
160VANGUARD CHARLOTTE FDS92203J40737,881$1.9M0.03%
161BECTON DICKINSON & COBDX7,006$1.8M0.03%
162ISHARES TR46428880219,464$1.8M0.03%
163ISHARES TR46428749924,713$1.8M0.03%
164NORTHROP GRUMMAN CORPNOC3,943$1.8M0.03%
165VANGUARD WORLD FDS92204A7023,999$1.8M0.03%
166RAYTHEON TECHNOLOGIES CORPRTX17,855$1.7M0.03%
167NIKE INCNKE15,514$1.7M0.03%
168LILLY ELI & COLLY3,634$1.7M0.03%
169SCHWAB STRATEGIC TR80852483936,837$1.7M0.03%
170ISHARES TR46434V87832,616$1.6M0.03%
171ISHARES TR46428748116,895$1.6M0.03%
172WISDOMTREE TRWT38,600$1.6M0.03%
173BROADCOM INCAVGO1,855$1.6M0.03%
174MARRIOTT INTL INC NEW5719032028,629$1.6M0.03%
175SPDR SER TR78468R62217,193$1.6M0.03%
176PRICE T ROWE GROUP INCTROW14,049$1.6M0.03%
177BRISTOL-MYERS SQUIBB COCELG-RI24,561$1.6M0.03%
178H & E EQUIPMENT SERVICES INC40403010834,195$1.6M0.03%
179ISHARES TR46428827326,256$1.5M0.03%
180TARGET CORPTGT11,723$1.5M0.03%
181SOUTHERN COSOMN21,976$1.5M0.03%
182PAYCHEX INCPAYX13,697$1.5M0.03%
183ATMOS ENERGY CORPATO13,120$1.5M0.02%
184THERMO FISHER SCIENTIFIC INCTMO2,897$1.5M0.02%
185INVESCO EXCH TRADED FD TR IIIVZ38,000$1.5M0.02%
186AT&T INCT-PC93,243$1.5M0.02%
187AON PLCAON4,280$1.5M0.02%
188SPDR SER TR78464A47449,644$1.5M0.02%
189SNOWFLAKE INCSNOW8,226$1.4M0.02%
190SPDR SER TR78464A50833,476$1.4M0.02%
191GENERAL ELECTRIC CO36960430113,162$1.4M0.02%
192SALESFORCE INCCRM6,831$1.4M0.02%
193DOVER CORPDOV9,770$1.4M0.02%
194DIAGEO PLCDGEAF8,304$1.4M0.02%
195ISHARES TR46428866112,427$1.4M0.02%
196BLACKROCK INCBLK2,072$1.4M0.02%
197PLAINS ALL AMERN PIPELINE L726503105101,000$1.4M0.02%
198ATLANTIC UN BANKSHARES CORP04911A10754,848$1.4M0.02%
199EATON CORP PLCETN7,031$1.4M0.02%
200ISHARES TR46428887728,713$1.4M0.02%
201ISHARES TR46428770513,003$1.4M0.02%
202CAPITAL ONE FINL CORP14040H10512,735$1.4M0.02%
203J P MORGAN EXCHANGE TRADED F46641Q83727,513$1.4M0.02%
204ISHARES TR46428724212,715$1.4M0.02%
205FASTENAL COFAST23,104$1.4M0.02%
206SELECT SECTOR SPDR TR81369Y60540,171$1.4M0.02%
207LIBERTY MEDIA CORP DELFWONB17,899$1.3M0.02%
208SCHWAB STRATEGIC TR80852486227,986$1.3M0.02%
209SCHWAB STRATEGIC TR80852478923,580$1.3M0.02%
210ISHARES TR46428723433,330$1.3M0.02%
211DOW INCDOW24,481$1.3M0.02%
212ISHARES TR46434VBG452,588$1.3M0.02%
213LISTED FD TR53656F62342,344$1.3M0.02%
214FISERV INCFISV10,261$1.3M0.02%
215ISHARES TR4642876485,300$1.3M0.02%
216INVESCO ACTVELY MNGD ETC FDIVZ93,444$1.3M0.02%
217ORACLE CORPORCL-PD10,633$1.3M0.02%
2183M COMMM12,496$1.3M0.02%
219LYONDELLBASELL INDUSTRIES NLYB13,533$1.2M0.02%
220UNION PAC CORPUNP6,019$1.2M0.02%
221ISHARES TR46428760616,374$1.2M0.02%
222CVS HEALTH CORPCVS17,426$1.2M0.02%
223SPDR SER TR78468R64826,801$1.2M0.02%
224ISHARES INC46428631948,650$1.2M0.02%
225ONEOK INC NEWOKE19,296$1.2M0.02%
226BOEING COBA-PA5,637$1.2M0.02%
227MAYVILLE ENGR CO INC57860510795,415$1.2M0.02%
228ALTRIA GROUP INCMO24,689$1.1M0.02%
229ILLINOIS TOOL WKS INC4523081094,459$1.1M0.02%
230ISHARES TR4642878879,691$1.1M0.02%
231DANAHER CORPORATION2358511024,582$1.1M0.02%
232MORGAN STANLEYMS-PQ12,859$1.1M0.02%
233AMERICAN ELEC PWR CO INC02553710113,025$1.1M0.02%
234LOWES COS INC5486611074,822$1.1M0.02%
235TAIWAN SEMICONDUCTOR MFG LTD87403910010,694$1.1M0.02%
236PARAMOUNT GLOBAL92556H20667,781$1.1M0.02%
237CARMAX INCKMX12,884$1.1M0.02%
238ADOBE SYSTEMS INCORPORATEDADBE2,195$1.1M0.02%
239CSX CORPCSX31,320$1.1M0.02%
240ECOLAB INCECL5,682$1.1M0.02%
241ADVANCED MICRO DEVICES INCAMD9,282$1.1M0.02%
242VANGUARD INTL EQUITY INDEX F92204287417,123$1.1M0.02%
243TEVA PHARMACEUTICAL INDS LTD881624209140,123$1.1M0.02%
244JONES LANG LASALLE INCJLL6,770$1.1M0.02%
245ISHARES TR4642874739,602$1.1M0.02%
246GLOBAL X FDS37954Y71536,009$1.0M0.02%
247UBER TECHNOLOGIES INCUBER23,871$1.0M0.02%
248VANGUARD ADMIRAL FDS INC92193288511,622$1.0M0.02%
249ARK ETF TR00214Q10423,144$1.0M0.02%
250ISHARES GOLD TRIAU27,739$1.0M0.02%
251NORFOLK SOUTHN CORP6558441084,421$1.0M0.02%
252VANGUARD WORLD FDS92204A5044,091$1.0M0.02%
253DUKE ENERGY CORP NEWDUKB10,715$961,6000.02%
254ISHARES TR46434VAX837,226$941,4460.02%
255INVESCO EXCHANGE TRADED FD TIVZ23,426$939,8530.02%
256VANGUARD SCOTTSDALE FDS92206C71413,540$937,1040.02%
257BLACKROCK MULTI SECTOR INC TBLK65,000$934,0500.02%
258CITIGROUP INCC-PR20,205$930,2490.02%
259FORD MTR CO DEL34537086061,387$928,7830.02%
260EXELON CORPEXC22,605$920,9430.02%
261LINDE PLCLIN2,396$913,1550.01%
262ELEVANCE HEALTH INCELV2,036$904,5750.01%
263LABORATORY CORP AMER HLDGS50540R4093,737$901,8510.01%
264MONDELEZ INTL INC60920710512,292$896,5490.01%
265SHELL PLCRYDAF14,777$892,2360.01%
266HONEYWELL INTL INC4385161064,284$888,9740.01%
267LOCKHEED MARTIN CORPLMT1,929$887,9860.01%
268VANGUARD INTL EQUITY INDEX F92204286612,727$887,3600.01%
269AMERICAN EXPRESS COAXP5,073$883,7570.01%
270IDEXX LABS INC45168D1041,758$882,9210.01%
271CONSTELLATION ENERGY CORPCEG9,530$872,5130.01%
272AFLAC INCAFL12,489$871,7650.01%
273ISHARES TR4642886797,852$867,2540.01%
274VANGUARD WORLD FD92191073310,896$853,6840.01%
275SCHWAB STRATEGIC TR80852410216,509$853,5290.01%
276US BANCORP DELUSB-PS25,832$853,4790.01%
277GENERAL MLS INC37033410411,118$852,7830.01%
278VANECK ETF TRUST92189F10628,285$851,6620.01%
279SPDR SER TR78468R73918,087$850,9810.01%
280AMGEN INCAMGN3,786$840,5440.01%
281QUALCOMM INCQCOM7,026$836,3630.01%
282METTLER TOLEDO INTERNATIONALMTD636$834,2040.01%
283VANGUARD SCOTTSDALE FDS92206C7304,099$826,2350.01%
284PAYPAL HLDGS INCPYPL12,334$823,0480.01%
285ISHARES TR4642888858,546$815,4200.01%
286DBX ETF TR23305120023,000$813,5100.01%
287SCHWAB STRATEGIC TR80852440912,093$811,3170.01%
288VANGUARD SCOTTSDALE FDS92206C40910,678$807,8890.01%
289ROCKWELL AUTOMATION INCROK2,443$804,8470.01%
290APPLIED MATLS INC0382221055,567$804,5920.01%
291PALO ALTO NETWORKS INCPANW3,120$797,1920.01%
292GENUINE PARTS COGPC4,693$794,1870.01%
293APOLLO GLOBAL MGMT INC03769M10610,296$790,8430.01%
294ESSENTIAL UTILS INC29670G10219,586$781,6780.01%
295ISHARES TR4642878798,189$778,7240.01%
296WEC ENERGY GROUP INCWEC8,808$777,1870.01%
297ISHARES TR4642876305,456$768,2030.01%
298CEMEX SAB DE CVCXMSF108,159$765,7660.01%
299KIMBERLY-CLARK CORPKMB5,507$760,2530.01%
300ISHARES TR46436E85833,129$750,3720.01%
301VANGUARD ADMIRAL FDS INC9219328288,165$750,2430.01%
302WASTE MGMT INC DEL94106L1094,304$746,4190.01%
303CREDIT ACCEP CORP MICH2253101011,460$741,5780.01%
304ZOETIS INCZTS4,303$741,0290.01%
305EMERSON ELEC COEMR8,175$738,9240.01%
306TJX COS INC NEW8725401098,545$724,5190.01%
307DOMINION ENERGY INCD13,956$722,7990.01%
308UNITED PARCEL SERVICE INCUPS3,916$701,9380.01%
309ISHARES INC46428653312,760$701,5210.01%
310AUTOMATIC DATA PROCESSING INADP3,190$701,0620.01%
311ISHARES TR4642881586,723$699,4940.01%
312LAMAR ADVERTISING CO NEWLAMR7,027$697,4300.01%
313GRAINGER W W INC384802104874$689,2280.01%
314PROGRESSIVE CORP7433151035,206$689,1500.01%
315GLOBAL X FDS37954Y67321,675$681,2380.01%
316VANGUARD SCOTTSDALE FDS92206C5993,405$672,3180.01%
317TRUIST FINL CORP89832Q10922,017$668,2200.01%
318ASML HOLDING N VASMLF910$659,5230.01%
319JACOBS SOLUTIONS INCJ5,468$650,0910.01%
320DIGITAL RLTY TR INC2538681035,664$644,9110.01%
321NATIONAL FUEL GAS CONFG12,500$642,0000.01%
322ISHARES TR46434V29011,896$637,8460.01%
323ACTIVISION BLIZZARD INC00507V1097,560$637,3300.01%
324CATERPILLAR INCCAT2,541$625,3220.01%
325RAYMOND JAMES FINL INC7547301096,021$624,8000.01%
326HP INCHPQ20,306$623,7370.01%
327INVESCO EXCH TRD SLF IDX FDIVZ29,108$616,2120.01%
328PNC FINL SVCS GROUP INC6934751054,816$606,5240.01%
329DEFINITIVE HEALTHCARE CORPDH55,000$605,0000.01%
330SANDY SPRING BANCORP INC80036310326,629$603,9520.01%
331VORNADO RLTY TR92904210933,290$603,8810.01%
332INTERCONTINENTAL EXCHANGE IN45866F1045,274$596,3840.01%
333MEDTRONIC PLCMDT6,734$593,2510.01%
334SCHWAB STRATEGIC TR80852467224,607$589,0920.01%
335DEERE & CODE1,453$588,6240.01%
336SYSCO CORPSYY7,794$578,3150.01%
337SCHWAB STRATEGIC TR8085243007,713$578,0580.01%
338VANGUARD ADMIRAL FDS INC9219327033,708$577,3360.01%
339TC ENERGY CORPTRPRF14,083$569,0950.01%
340EAGLE BANCORP INC MDEGBN26,714$565,2790.01%
341SERVICENOW INCNOW993$558,0370.01%
342WILLIAMS COS INC96945710016,964$553,5360.01%
343ISHARES TR46428779612,814$548,9460.01%
344MCCORMICK & CO INCMKC-V6,270$542,9820.01%
345NOVO-NORDISK A SNONOF3,349$541,9690.01%
346ARCH CAP GROUP LTDG0450A1057,126$533,3820.01%
347GLOBAL X FDS37954Y48330,000$532,5000.01%
348SELECT SECTOR SPDR TR81369Y8868,128$531,9110.01%
349CATALYST PHARMACEUTICALS INCCPRX39,270$527,7890.01%
350DEUTSCHE BANK A GD1819089850,000$526,5000.01%
351PCTEL INC69325Q105109,443$524,7800.01%
352EXACT SCIENCES CORP30063P1055,565$522,5540.01%
353OCCIDENTAL PETE CORP6745991058,884$522,3860.01%
354UNILEVER PLCUNLYF9,988$520,6750.01%
355ONE GAS INCOGS6,750$518,4680.01%
356KROGER COKR10,995$516,7650.01%
357CONSOLIDATED EDISON INCED5,706$515,7850.01%
358BLACKSTONE SECD LENDING FDBX18,843$515,5450.01%
359LAMB WESTON HLDGS INCLW4,437$510,0020.01%
360VICOR CORPVICR9,437$509,5980.01%
361ISHARES TR46428868716,470$509,4130.01%
362GLOBAL X FDS37960A66922,500$508,0500.01%
363LOUISIANA PAC CORPLPX6,760$506,8750.01%
364M & T BK CORP55261F1044,077$504,5500.01%
365ASTRAZENECA PLCAZN7,041$503,9250.01%
366COINBASE GLOBAL INCCOIN7,005$501,2080.01%
367ETF SER SOLUTIONS26922A28914,857$500,1230.01%
368MERCADOLIBRE INCMELI421$498,7170.01%
369UGI CORP NEW90268110518,303$493,6320.01%
370ISHARES TR4642871764,571$491,8910.01%
371SPDR SER TR78464A29214,574$487,7840.01%
372METLIFE INCMET-PF8,548$483,2350.01%
373FEDERAL RLTY INVT TR NEW3137451014,856$470,6320.01%
374KEYSIGHT TECHNOLOGIES INCKEYS2,785$466,3490.01%
375BORGWARNER INCBWA9,484$463,8630.01%
376ISHARES TR46435G5166,344$462,6680.01%
377INTERNATIONAL PAPER CO46014610314,520$461,8820.01%
378VANGUARD WORLD FDS92204A3064,079$460,5310.01%
379FORTINET INCFTNT6,058$457,9250.01%
380ISHARES INC4642866815,789$456,1680.01%
381TRANE TECHNOLOGIES PLCTT2,367$452,7130.01%
382OSHKOSH CORPOSK5,222$452,1390.01%
383PROSPERITY BANCSHARES INCPB8,000$451,8400.01%
384MARTIN MARIETTA MATLS INC573284106971$448,3010.01%
385ICU MED INCICUI2,509$447,0790.01%
386TEXAS INSTRS INC8825081042,483$447,0290.01%
387INTUITINTU968$443,5690.01%
388ZIMVIE INC98888T10739,072$438,7790.01%
389WELLS FARGO CO NEW94974610110,273$438,4640.01%
390CHUBB LIMITEDCB2,252$433,6350.01%
391CARRIER GLOBAL CORPORATIONCARR8,675$431,2470.01%
392FLEX LTDFLEX15,578$430,5760.01%
393J P MORGAN EXCHANGE TRADED F46641Q2098,263$429,1170.01%
394UNITED RENTALS INCURI959$427,1170.01%
395GOLDMAN SACHS GROUP INCGSCE1,322$426,4470.01%
396VANGUARD BD INDEX FDS9219378195,629$423,5030.01%
397ULTA BEAUTY INCULTA893$420,2420.01%
398WEYERHAEUSER CO MTN BEWY12,517$419,4310.01%
399EATON VANCE NEW YORK MUN BDETN44,535$418,6290.01%
400REAVES UTIL INCOME FD75615810115,162$415,7410.01%
401GLOBAL X FDS37954Y8556,365$413,8630.01%
402BURKE HERBERT FINL SVCS CORP12135Y1086,419$412,0750.01%
403BLACKROCK ENHANCED EQUITY DIBLK48,787$406,8840.01%
404INVESCO EXCH TRD SLF IDX FDIVZ18,040$405,5400.01%
405OTIS WORLDWIDE CORPOTIS4,533$403,4720.01%
406SHERWIN WILLIAMS COSHW1,518$403,0900.01%
407FREEPORT-MCMORAN INCFCX10,076$403,0230.01%
408WISDOMTREE TRWT7,576$401,0740.01%
409BANK NEW YORK MELLON CORP0640581008,924$397,2960.01%
410SEMPRASREA2,724$396,5530.01%
411CADENCE DESIGN SYSTEM INCCDNS1,687$395,6360.01%
412ISHARES TR46434V27414,587$391,0790.01%
413VULCAN MATLS CO9291601091,729$389,7150.01%
414ALLIANT ENERGY CORPLNT7,352$385,8220.01%
415CINTAS CORPCTAS776$385,7350.01%
416DILLARDS INC2540671011,180$385,0110.01%
417DEVON ENERGY CORP NEW25179M1037,814$377,7470.01%
418VANGUARD SCOTTSDALE FDS92206C6805,309$375,6650.01%
419AIRBNB INCABNB2,904$372,1770.01%
420ISHARES TR4642877621,327$372,0140.01%
421PARKER-HANNIFIN CORPPH951$370,9290.01%
422TRAVELERS COMPANIES INCTRV2,130$369,8670.01%
423LOEWS CORPL6,146$364,9500.01%
424LIBERTY BROADBAND CORPLBRDP4,528$362,7390.01%
425MCKESSON CORPMCK848$362,2170.01%
426AMERICAN TOWER CORP NEW03027X1001,864$361,5070.01%
427SELECT SECTOR SPDR TR81369Y8032,059$357,9780.01%
428MGE ENERGY INCMGEE4,511$356,8660.01%
429VSE CORPVSECU6,525$356,8530.01%
430GE HEALTHCARE TECHNOLOGIES IGEHC4,389$356,5670.01%
431BOOKING HOLDINGS INCBKNG131$353,7440.01%
432DISCOVER FINL SVCS2547091083,022$353,0740.01%
433AMETEK INCAME2,171$351,4420.01%
434INVESCO EXCHANGE TRADED FD TIVZ2,146$351,1930.01%
435VALMONT INDS INC9202531011,205$350,7160.01%
436EVERSOURCE ENERGYES4,937$350,1330.01%
437PARTNERS BANCORP70213Q10856,146$347,5440.01%
438JBG SMITH PPTYS46590V10023,098$347,3940.01%
439GENERAL DYNAMICS CORPGD1,611$346,7120.01%
440ISHARES SILVER TRSLV16,594$346,6490.01%
441ISHARES TR46429B6974,663$346,6280.01%
442DIAMONDBACK ENERGY INCFANG2,624$344,6890.01%
443SOUTHWEST AIRLS CO8447411089,432$341,5210.01%
444CHURCH & DWIGHT CO INCCHD3,335$334,2680.01%
445OREILLY AUTOMOTIVE INC67103H107349$333,4000.01%
446FEDEX CORPFDX1,338$331,7090.01%
447STMICROELECTRONICS N VSTMEF6,618$330,8320.01%
448HF SINCLAIR CORPDINO7,334$327,1700.01%
449ISHARES TR46432F3883,421$320,8560.01%
450BLACKROCK ENHANCD CAP & INMBLK17,250$319,2980.01%
451INTERPUBLIC GROUP COS INCINTR8,268$318,9640.01%
452REGENERON PHARMACEUTICALSREGN442$317,5950.01%
453THE CIGNA GROUP1255231001,120$314,2720.01%
454URBAN EDGE PPTYS91704F10420,100$310,1430.01%
455ON SEMICONDUCTOR CORPON3,209$303,5080.00%
456ASTRONICS CORPATROB15,266$303,1830.00%
457AMERIPRISE FINL INC03076C106906$300,9370.00%
458VANGUARD SCOTTSDALE FDS92206C8703,783$298,9500.00%
459SUN LIFE FINANCIAL INC.SUNFF5,704$297,2930.00%
460MARATHON PETE CORPMARA2,543$296,5580.00%
461ISHARES TR4642877542,792$296,0600.00%
462PIMCO ETF TR72201R8332,958$295,0910.00%
463VANGUARD WORLD FD9219108161,220$287,0910.00%
464ICAHN ENTERPRISES LPIEP9,858$286,1900.00%
465INTUITIVE SURGICAL INCISRG836$285,8620.00%
466ISHARES TR46434VBD111,545$281,4680.00%
467CONOCOPHILLIPSCOP2,698$279,5900.00%
468GAP INCGAP31,200$278,6160.00%
469ISHARES TR4642872914,345$270,2450.00%
470SELECT SECTOR SPDR TR81369Y3083,625$268,8670.00%
471LIFEMD INCLFMDP61,664$268,2390.00%
472ISHARES TR4642887602,296$267,8450.00%
473CHIPOTLE MEXICAN GRILL INCCMG125$267,3750.00%
474AMERICAN WTR WKS CO INC NEW0304201031,861$265,6210.00%
475ALIBABA GROUP HLDG LTDBBAAY3,178$264,8870.00%
476GALECTIN THERAPEUTICS INCGALT183,862$264,7620.00%
477BP PLCBPPFF7,472$263,6870.00%
478CITIZENS FINL GROUP INCCIA10,059$262,3300.00%
479SIRIUS XM HOLDINGS INCSIRI57,274$259,4530.00%
480VANGUARD SCOTTSDALE FDS92206C6643,427$259,1230.00%
481AMERICA MOVIL SAB DE CVAMXOF11,776$254,8310.00%
482MATTERPORT INC57709610080,300$252,9450.00%
483RED ROBIN GOURMET BURGERS INRRGB18,115$250,5310.00%
484NOVARTIS AGNVSEF2,436$245,8080.00%
485NUVEEN NEW YORK AMT QLT MUNINU23,636$244,6330.00%
486T-MOBILE US INCTMUSZ1,751$243,2140.00%
487UNITED BANKSHARES INC WEST VUNTCW8,157$242,4680.00%
488ISHARES TR4642878614,783$241,7560.00%
489INVESCO EXCH TRADED FD TR IIIVZ3,373$240,9000.00%
490LIBERTY MEDIA CORP DELFWONB7,291$238,6350.00%
491ROPER TECHNOLOGIES INCROP496$238,4770.00%
492PRUDENTIAL FINL INCPUKPF2,691$237,4050.00%
493AMPHENOL CORP NEW0320951012,792$237,1810.00%
494WESTROCK COWEST8,082$234,9440.00%
495SHOPIFY INCSHOP3,626$234,2400.00%
496BAXTER INTL INC0718131095,124$233,5430.00%
497J P MORGAN EXCHANGE TRADED F46641Q2334,861$232,5020.00%
498VERTEX PHARMACEUTICALS INCVRTX660$232,2610.00%
499INVESCO EXCHANGE TRADED FD TIVZ4,550$229,5440.00%
500ELECTROCORE INCECOR46,666$228,6640.00%