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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 2024 · Filed November 13, 2024 · Accession 0001646247-24-000004

Total Value
$9.83B
Positions
756
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872002,432,463$1.40B14.38%
2VANGUARD INDEX FDS9229083631,163,567$614.0M6.29%
3VANGUARD TAX-MANAGED FDS9219438589,857,108$520.6M5.34%
4ISHARES TR4642875077,196,228$448.5M4.60%
5SCHWAB STRATEGIC TR8085247975,119,956$432.8M4.44%
6SPDR S&P 500 ETF TRSPY601,431$345.1M3.54%
7VANGUARD INDEX FDS9229087691,107,356$313.6M3.21%
8VANGUARD STAR FDS9219097684,599,963$297.8M3.05%
9DIMENSIONAL ETF TRUST25434V7087,901,035$270.9M2.78%
10ISHARES TR4642878041,762,984$206.2M2.11%
11SCHWAB STRATEGIC TR8085248054,959,791$203.9M2.09%
12ISHARES TR46434V6134,283,811$201.9M2.07%
13VANGUARD INTL EQUITY INDEX F9220428583,613,807$172.9M1.77%
14VANGUARD INDEX FDS922908629551,127$145.4M1.49%
15VANGUARD INDEX FDS922908652761,788$138.6M1.42%
16VANGUARD INDEX FDS922908736345,725$132.7M1.36%
17VANGUARD INDEX FDS922908637440,626$116.0M1.19%
18APPLE INCAAPL437,325$101.9M1.04%
19VANGUARD MALVERN FDS9220208052,012,522$99.2M1.02%
20AON PLCAON282,579$97.8M1.00%
21MICROSOFT CORPMSFT222,485$95.7M0.98%
22ISHARES INC46434G1031,628,379$93.5M0.96%
23VANGUARD INDEX FDS922908751374,113$88.7M0.91%
24SCHWAB STRATEGIC TR8085242011,037,803$70.4M0.72%
25FIRST TR EXCHANGE-TRADED FD33738D1011,963,218$66.0M0.68%
26ISHARES TR46432F842844,008$65.9M0.68%
27ISHARES TR464288414597,883$64.9M0.67%
28ISHARES TR46434V8601,272,371$64.4M0.66%
29INVESCO QQQ TRIVZ129,521$63.2M0.65%
30DIMENSIONAL ETF TRUST25434V6582,171,563$62.7M0.64%
31DIMENSIONAL ETF TRUST25434V3022,279,507$62.5M0.64%
32PROSHARES TR74348A467582,367$62.2M0.64%
33ISHARES TR46432F834849,118$61.7M0.63%
34VANGUARD INDEX FDS922908744338,188$59.0M0.61%
35VANGUARD INTL EQUITY INDEX F922042775931,826$58.7M0.60%
36DIMENSIONAL ETF TRUST25434V2031,816,611$57.7M0.59%
37iShares ESG U.S. Aggregate Bond ETF46435U5491,149,477$55.9M0.57%
38SPDR SER TR78464A854785,980$53.1M0.54%
39VANGUARD BD INDEX FDS921937835683,074$51.3M0.53%
40WISDOMTREE TRWT1,021,046$51.3M0.53%
41ISHARES TR46435G2501,054,970$50.7M0.52%
42Dimensional U.S. Core Equity Market ETF25434V1041,236,727$49.1M0.50%
43ISHARES TR464287465555,386$46.4M0.48%
44VANGUARD INDEX FDS922908595170,025$45.5M0.47%
45ISHARES TR464287614119,266$44.8M0.46%
46VANGUARD MUN BD FDS922907746747,600$38.2M0.39%
47CME GROUP INCCME165,601$36.5M0.37%
48AMAZON COM INCAMZN177,241$33.0M0.34%
49VANGUARD SCOTTSDALE FDS92206C409409,896$32.6M0.33%
50ACCENTURE PLC IRELANDACN90,419$32.0M0.33%
51VANGUARD INDEX FDS922908611153,391$30.8M0.32%
52ISHARES TR46428762295,869$30.1M0.31%
53ISHARES TR46435G268426,813$28.9M0.30%
54ISHARES TR464287226278,460$28.2M0.29%
55BERKSHIRE HATHAWAY INC DELBRK-A60,343$27.8M0.28%
56ALPHABET INCGOOG165,206$27.6M0.28%
57SCHWAB STRATEGIC TR808524706899,039$26.2M0.27%
58ISHARES TR464287655116,450$25.7M0.26%
59VANGUARD INTL EQUITY INDEX F922042742211,655$25.3M0.26%
60VANGUARD INDEX FDS922908553249,132$24.3M0.25%
61ISHARES TR464288372436,255$23.7M0.24%
62SPDR Nuveen S&P High Yield Municipal Bond78464A284900,292$23.7M0.24%
63iShares ESG 1-5 Year USD Corp Bd ETF46435G243917,928$23.1M0.24%
64ISHARES TR464287598107,111$20.3M0.21%
65VANGUARD WHITEHALL FDS921946406143,539$18.4M0.19%
66ISHARES TR46432F339101,742$18.2M0.19%
67ISHARES TR464287309177,002$16.9M0.17%
68FIRST TR EXCHNG TRADED FD VI33740F276857,543$16.6M0.17%
69NVIDIA CORPORATIONNVDA134,952$16.4M0.17%
70JPMORGAN CHASE & CO.VYLD76,921$16.2M0.17%
71COSTCO WHSL CORP NEW22160K10517,850$15.8M0.16%
72JOHNSON & JOHNSONJNJ96,703$15.7M0.16%
73ISHARES TR46428768947,896$15.6M0.16%
74ISHARES TR464287499174,485$15.4M0.16%
75EXXON MOBIL CORPXOM129,390$15.2M0.16%
76VANGUARD INDEX FDS92290853862,211$15.1M0.16%
77ALPHABET INCGOOG88,977$14.8M0.15%
78ISHARES TR464287481122,348$14.4M0.15%
79ISHARES TR464287705113,524$14.0M0.14%
80ISHARES TR464287150109,935$13.8M0.14%
81SCHWAB STRATEGIC TR808524870246,119$13.2M0.14%
82DIMENSIONAL ETF TRUST25434V831377,386$12.9M0.13%
83PROCTER AND GAMBLE CO74271810973,113$12.7M0.13%
84META PLATFORMS INCMETA21,950$12.6M0.13%
85ISHARES TR46429B267517,286$12.1M0.12%
86ISHARES TR46428764842,237$12.0M0.12%
87SPDR GOLD TRGLD48,923$11.9M0.12%
88INVESCO EXCH TRADED FD TR IIIVZ422,163$11.6M0.12%
89WISDOMTREE TRWT139,480$11.6M0.12%
90DIMENSIONAL ETF TRUST25434V401186,247$11.6M0.12%
91SPDR SER TR78464A409138,533$11.5M0.12%
92SCHWAB STRATEGIC TR808524102170,245$11.3M0.12%
93ABBVIE INCABBV55,754$11.0M0.11%
94FLEXSHARES TRFLEX147,174$10.6M0.11%
95Dimensional International High Pbly ETF25434V765380,999$10.6M0.11%
96PUTNAM ETF TRUST746729300276,845$10.5M0.11%
97Market Vectors High Yield Muni ETF92189H409197,778$10.5M0.11%
98VANGUARD INDEX FDS92290851261,830$10.4M0.11%
99ISHARES TR46428763062,067$10.4M0.11%
100ISHARES TR46435G516120,542$10.1M0.10%
101CHOICE HOTELS INTL INC16990510677,380$10.1M0.10%
102COCA COLA COKO138,910$10.0M0.10%
103CHEVRON CORP NEWCVX66,556$9.8M0.10%
104VANGUARD WORLD FD92204A20744,854$9.8M0.10%
105VANGUARD BD INDEX FDS921937827123,138$9.7M0.10%
106ISHARES TR46429B66381,504$9.6M0.10%
107ISHARES TR46428716870,927$9.6M0.10%
108SPDR SER TR78464A847174,758$9.6M0.10%
109VANGUARD WORLD FD92191084073,719$9.5M0.10%
110INVESCO EXCHANGE TRADED FD TIVZ225,505$9.2M0.09%
111ISHARES TR46435G42571,821$9.1M0.09%
112DIMENSIONAL ETF TRUST25434V724214,622$8.9M0.09%
113HOME DEPOT INCHD21,758$8.8M0.09%
114BYRNA TECHNOLOGIES INCBYRN516,254$8.8M0.09%
115SPDR S&P MIDCAP 400 ETF TRMDY15,006$8.5M0.09%
116REGENERON PHARMACEUTICALSREGN8,112$8.5M0.09%
117SPDR SER TR78464A76359,738$8.5M0.09%
118SPDR SER TR78468R721179,333$8.4M0.09%
119GOLDMAN SACHS ETF TRNVGLF69,847$7.9M0.08%
120UNITEDHEALTH GROUP INCUNH13,363$7.8M0.08%
121ISHARES TR46428825765,099$7.8M0.08%
122FLEXSHARES TRFLEX295,632$7.8M0.08%
123VANGUARD SPECIALIZED FUNDS92190884438,331$7.6M0.08%
124SCHWAB STRATEGIC TR808524607144,268$7.4M0.08%
125MASTERCARD INCORPORATEDMA14,927$7.4M0.08%
126VISA INCV26,495$7.3M0.07%
127BROADCOM INCAVGO39,121$6.7M0.07%
128TESLA INCTSLA25,368$6.6M0.07%
129BANK AMERICA CORP060505104166,630$6.6M0.07%
130DIMENSIONAL ETF TRUST25434V757239,708$6.4M0.07%
131NETFLIX INCNFLX8,886$6.3M0.06%
132ELI LILLY & COLLY7,037$6.2M0.06%
133MERCK & CO INCMRK54,699$6.2M0.06%
134ISHARES TR46428740831,471$6.2M0.06%
135VERIZON COMMUNICATIONS INCVZ136,083$6.1M0.06%
136SPDR SER TR78468R62262,265$6.1M0.06%
137WISDOMTREE TRWT146,803$6.1M0.06%
138FIRST TR EXCHANGE-TRADED FD33733E500164,286$5.9M0.06%
139INTERNATIONAL BUSINESS MACHSINTR26,342$5.8M0.06%
140ISHARES TR46428751565,112$5.8M0.06%
141DFA TA World ex US Core Equity I25434V880212,518$5.7M0.06%
142WALMART INCWMT70,949$5.7M0.06%
143PHILIP MORRIS INTL INC71817210946,410$5.6M0.06%
144PEPSICO INCPEP33,000$5.6M0.06%
145ONEOK INC NEWOKE61,067$5.6M0.06%
146SELECT SECTOR SPDR TR81369Y50661,502$5.4M0.06%
147GOLDMAN SACHS ETF TRNVGLF53,572$5.4M0.06%
148MCDONALDS CORPMCD17,465$5.3M0.05%
149ISHARES TR46434V647189,203$5.0M0.05%
150THERMO FISHER SCIENTIFIC INCTMO8,071$5.0M0.05%
151ISHARES INC46434G863132,035$4.8M0.05%
152EATON VANCE MUN BD FDETN433,489$4.7M0.05%
153SELECT SECTOR SPDR TR81369Y20929,117$4.5M0.05%
154ABBOTT LABSABLZF39,129$4.5M0.05%
155ISHARES TR46428815841,559$4.4M0.05%
156CAVA GROUP INCCAVA34,221$4.2M0.04%
157ISHARES TR46428723491,718$4.2M0.04%
158ISHARES TR46429B68954,259$4.2M0.04%
159ISHARES TR46428857038,209$4.2M0.04%
160STARBUCKS CORPSBUX42,201$4.1M0.04%
161SPDR SER TR78468R66344,803$4.1M0.04%
162BLACKSTONE INCBX26,030$4.0M0.04%
163INVESCO EXCHANGE TRADED FD TIVZ93,128$3.9M0.04%
164ISHARES TR46436E866164,057$3.8M0.04%
165NEXTERA ENERGY INCNEE-PW44,653$3.8M0.04%
166ALPS ETF TR00162Q45279,851$3.8M0.04%
167GE AEROSPACE36960430119,583$3.7M0.04%
168CHESAPEAKE UTILS CORP16530310829,475$3.7M0.04%
169PFIZER INCPFE123,626$3.6M0.04%
170ORACLE CORPORCL-PD20,946$3.6M0.04%
171J P MORGAN EXCHANGE TRADED F46654Q20364,102$3.5M0.04%
172ISHARES TR46434V28259,826$3.5M0.04%
173MORGAN STANLEYMS-PQ33,482$3.5M0.04%
174Dimensional International Sstby Cr 1 ETF25434V69097,170$3.5M0.04%
175CONSTELLATION ENERGY CORPCEG13,150$3.4M0.04%
176UNION PAC CORPUNP13,864$3.4M0.04%
177MARRIOTT INTL INC NEW57190320213,440$3.3M0.03%
178CISCO SYS INCCSCO61,785$3.3M0.03%
179DIMENSIONAL ETF TRUST25434V50050,611$3.3M0.03%
180HORMEL FOODS CORPHRL100,098$3.2M0.03%
181ILLINOIS TOOL WKS INC45230810912,100$3.2M0.03%
182DIMENSIONAL ETF TRUST25434V80782,859$3.2M0.03%
183ISHARES TR46436E874131,295$3.2M0.03%
184VANGUARD WORLD FD92204A7025,341$3.1M0.03%
185J P MORGAN EXCHANGE TRADED F46641Q19150,113$3.1M0.03%
186Powershares Emerging Markets Debt ETFIVZ143,831$3.1M0.03%
187SCHWAB STRATEGIC TR80852450836,690$3.0M0.03%
188ALTRIA GROUP INCMO59,222$3.0M0.03%
189DUKE ENERGY CORP NEWDUKB25,626$3.0M0.03%
190VANGUARD ADMIRAL FDS INC9219325058,527$2.9M0.03%
191APOLLO GLOBAL MGMT INC03769M10623,320$2.9M0.03%
192SPDR DOW JONES INDL AVERAGE78467X1096,873$2.9M0.03%
193ALPS ETF TR00162Q39564,000$2.9M0.03%
194MAPLEBEAR INCCART70,789$2.9M0.03%
195SELECT SECTOR SPDR TR81369Y80312,760$2.9M0.03%
196VANGUARD WORLD FD92204A87616,470$2.9M0.03%
197BLACKROCK INCBLK3,014$2.9M0.03%
198SCHWAB CHARLES CORPSCHW-PJ44,076$2.9M0.03%
199METTLER TOLEDO INTERNATIONALMTD1,904$2.9M0.03%
200AUTOMATIC DATA PROCESSING INADP10,307$2.9M0.03%
201PALANTIR TECHNOLOGIES INCPLTR76,063$2.8M0.03%
202FlexShares Morningstar U.S. Market Factors Tilt ETFFLEX13,185$2.8M0.03%
203EATON CORP PLCETN8,463$2.8M0.03%
204AMGEN INCAMGN8,669$2.8M0.03%
205ISHARES TR46434V45665,226$2.7M0.03%
206IDEXX LABS INC45168D1045,337$2.7M0.03%
207T-MOBILE US INCTMUSZ13,041$2.7M0.03%
208AMERICAN EXPRESS COAXP9,898$2.7M0.03%
209FAIR ISAAC CORPFICO1,357$2.6M0.03%
210JANUS DETROIT STR TR47103U20936,005$2.6M0.03%
211SPDR SER TR78468R78857,045$2.6M0.03%
212AIRBNB INCABNB20,181$2.6M0.03%
213SCHWAB STRATEGIC TR80852477135,500$2.5M0.03%
214J P MORGAN EXCHANGE TRADED F46641Q76144,123$2.5M0.03%
215STRYKER CORPORATIONSYK6,860$2.5M0.03%
216ISHARES TR46428772116,219$2.5M0.03%
217iShares ESG MSCI USA Leaders ETF46435U21823,939$2.4M0.02%
218FISERV INCFISV13,517$2.4M0.02%
219DOW INCDOW44,129$2.4M0.02%
220DISNEY WALT CO25468710625,032$2.4M0.02%
221AT&T INCT-PC109,050$2.4M0.02%
222QUALCOMM INCQCOM14,072$2.4M0.02%
223GOLDMAN SACHS GROUP INCGSCE4,765$2.4M0.02%
224NORTHROP GRUMMAN CORPNOC4,465$2.4M0.02%
225ISHARES TR46436E858101,659$2.3M0.02%
226ISHARES TR46428755616,083$2.3M0.02%
227SPDR INDEX SHS FDS78463X45935,000$2.3M0.02%
228GRAYSCALE BITCOIN TR BTCGBTC46,063$2.3M0.02%
229SCHWAB STRATEGIC TR80852430022,083$2.3M0.02%
230ENTERPRISE PRODS PARTNERS L29379210778,429$2.3M0.02%
231DIMENSIONAL ETF TRUST25434V71661,236$2.3M0.02%
232BOEING COBA-PA14,966$2.3M0.02%
233DELTA AIR LINES INC DELDAL44,619$2.3M0.02%
234ISHARES TR4642875239,745$2.2M0.02%
235SELECT SECTOR SPDR TR81369Y60549,490$2.2M0.02%
236INVESCO EXCHANGE TRADED FD TIVZ12,495$2.2M0.02%
237LOWES COS INC5486611078,185$2.2M0.02%
238PALO ALTO NETWORKS INCPANW6,412$2.2M0.02%
239FORD MTR CO345370860205,800$2.2M0.02%
240FASTENAL COFAST30,377$2.2M0.02%
241US BANCORP DELUSB-PS47,317$2.2M0.02%
242J P MORGAN EXCHANGE TRADED F46641Q67044,688$2.2M0.02%
243CATERPILLAR INCCAT5,451$2.1M0.02%
244ISHARES TR46432F85943,570$2.1M0.02%
245ADOBE INCADBE4,055$2.1M0.02%
246COMCAST CORP NEWCCZ50,032$2.1M0.02%
247ENERGY TRANSFER L PET-PI129,667$2.1M0.02%
248APPLIED MATLS INC03822210510,297$2.1M0.02%
249BECTON DICKINSON & COBDX8,614$2.1M0.02%
250SALESFORCE INCCRM7,566$2.1M0.02%
251MAXIMUS INCMMS22,025$2.1M0.02%
252INVESCO EXCH TRADED FD TR IIIVZ38,993$2.0M0.02%
253ISHARES TR46434V62132,261$2.0M0.02%
254LYONDELLBASELL INDUSTRIES NLYB21,038$2.0M0.02%
255MAYVILLE ENGR CO INC57860510795,415$2.0M0.02%
256WISDOMTREE TRWT39,310$2.0M0.02%
257Dimensional Core Fixed Income ETF25434V87246,260$2.0M0.02%
258CAPITAL BANCORP INC MDCBNK77,042$2.0M0.02%
259TJX COS INC NEW87254010916,471$1.9M0.02%
260RTX CORPORATIONRTX15,914$1.9M0.02%
261DEUTSCHE BANK A GD18190898110,165$1.9M0.02%
262SCHWAB STRATEGIC TR80852483939,982$1.9M0.02%
263INVESCO EXCH TRADED FD TR IIIVZ38,000$1.9M0.02%
264VANGUARD CHARLOTTE FDS92203J40737,633$1.9M0.02%
265NOVO-NORDISK A SNONOF15,888$1.9M0.02%
266UBER TECHNOLOGIES INCUBER25,126$1.9M0.02%
267SHERWIN WILLIAMS COSHW4,896$1.9M0.02%
268TARGET CORPTGT11,986$1.9M0.02%
269VANGUARD WORLD FD9219108165,799$1.9M0.02%
270PAYCHEX INCPAYX13,913$1.9M0.02%
271ISHARES TR46428760620,244$1.9M0.02%
272ISHARES TR4642871016,503$1.8M0.02%
273SOUTHERN COSOMN19,955$1.8M0.02%
274SERVICENOW INCNOW2,005$1.8M0.02%
275ARISTA NETWORKS INCANET4,664$1.8M0.02%
276LOCKHEED MARTIN CORPLMT3,057$1.8M0.02%
277ADVANCED MICRO DEVICES INCAMD10,723$1.8M0.02%
278H & E EQUIPMENT SERVICES INC40403010835,962$1.8M0.02%
279AMERICAN ELEC PWR CO INC02553710116,335$1.7M0.02%
280AMERICAN AIRLS GROUP INC02376R102148,095$1.7M0.02%
281DOVER CORPDOV8,665$1.7M0.02%
282SCHWAB STRATEGIC TR80852478923,580$1.7M0.02%
283WILLIAMS COS INC96945710035,726$1.6M0.02%
284PROGRESSIVE CORP7433151036,420$1.6M0.02%
285EMERSON ELEC COEMR14,498$1.6M0.02%
286VANGUARD SCOTTSDALE FDS92206C71419,012$1.6M0.02%
287SELECT SECTOR SPDR TR81369Y86035,347$1.6M0.02%
288COLUMBIA ETF TR I19761L60775,768$1.6M0.02%
289ISHARES TR46428747311,844$1.6M0.02%
290PLAINS ALL AMERN PIPELINE L72650310590,000$1.6M0.02%
2913M COMMM11,429$1.6M0.02%
292J P MORGAN EXCHANGE TRADED F46641Q65430,634$1.6M0.02%
293ISHARES TR46428887727,093$1.6M0.02%
294VALERO ENERGY CORPVLO11,212$1.5M0.02%
295SPDR SER TR78464A50828,610$1.5M0.02%
296TELEFLEX INCORPORATEDTFX6,052$1.5M0.02%
297NIKE INCNKE16,910$1.5M0.02%
298ISHARES GOLD TRIAU30,069$1.5M0.02%
299ECOLAB INCECL5,797$1.5M0.02%
300HONEYWELL INTL INC4385161067,157$1.5M0.02%
301BRISTOL-MYERS SQUIBB COCELG-RI28,509$1.5M0.02%
302ISHARES TR46428788710,573$1.5M0.02%
303SPDR S&P Intl Small Cap ETF78463X87143,053$1.5M0.02%
304PHILLIPS 66PSX11,118$1.5M0.01%
305INVESCO EXCH TRADED FD TR IIIVZ117,795$1.5M0.01%
306LINDE PLCLIN3,046$1.5M0.01%
307TEXAS INSTRS INC8825081047,022$1.5M0.01%
308INTEL CORPINTC60,797$1.4M0.01%
309FEDEX CORPFDX5,203$1.4M0.01%
310VANGUARD SCOTTSDALE FDS92206C68014,734$1.4M0.01%
311VANGUARD SCOTTSDALE FDS92206C7305,399$1.4M0.01%
312ISHARES INC46428631948,650$1.4M0.01%
313ISHARES TR46428866111,584$1.4M0.01%
314ZOETIS INCZTS7,070$1.4M0.01%
315COLGATE PALMOLIVE COCL13,242$1.4M0.01%
316MONDELEZ INTL INC60920710518,518$1.4M0.01%
317SCHWAB STRATEGIC TR80852486227,835$1.4M0.01%
318INTUITINTU2,175$1.4M0.01%
319GLOBAL X FDS37954Y71541,959$1.3M0.01%
320PRICE T ROWE GROUP INCTROW12,161$1.3M0.01%
321LISTED FD TR53656F62335,135$1.3M0.01%
322ISHARES TR46428776220,297$1.3M0.01%
323Market Vectors Intermediate Muni ETF92189H20128,002$1.3M0.01%
324LAM RESEARCH CORPLRCX1,604$1.3M0.01%
325ISHARES TR46428835622,517$1.3M0.01%
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327ATMOS ENERGY CORPATO9,369$1.3M0.01%
328DIAGEO PLCDGEAF8,946$1.3M0.01%
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330ISHARES TR46428868737,176$1.2M0.01%
331PROSPERITY BANCSHARES INCPB17,133$1.2M0.01%
332INVESCO VALUE MUN INCOME TRIVZ95,653$1.2M0.01%
333NORFOLK SOUTHN CORP6558441084,944$1.2M0.01%
334WASTE MGMT INC DEL94106L1095,899$1.2M0.01%
335Chestnut Str Exchang Fd Sh Partnership N1666681031,076$1.2M0.01%
336ANALOG DEVICES INCADI5,249$1.2M0.01%
337EXELON CORPEXC29,788$1.2M0.01%
338EVERGY INCEVRG19,465$1.2M0.01%
339VANGUARD ADMIRAL FDS INC9219327036,323$1.2M0.01%
340SPDR SER TR78464A47439,543$1.2M0.01%
341VANECK ETF TRUST92189F10630,048$1.2M0.01%
342LAUDER ESTEE COS INC51843910412,002$1.2M0.01%
343WELLS FARGO CO NEW94974610121,104$1.2M0.01%
344AFLAC INCAFL10,483$1.2M0.01%
345GE VERNOVA INCGEV4,589$1.2M0.01%
346TRANE TECHNOLOGIES PLCTT3,001$1.2M0.01%
347DTE ENERGY CODTK9,076$1.2M0.01%
348PNC FINL SVCS GROUP INC6934751056,302$1.2M0.01%
349GOLDMAN SACHS ETF TRNVGLF32,497$1.1M0.01%
350VANGUARD WORLD FD92204A5044,024$1.1M0.01%
351SHOPIFY INCSHOP14,132$1.1M0.01%
352DIMENSIONAL ETF TRUST25434V62517,832$1.1M0.01%
353PAYPAL HLDGS INCPYPL14,470$1.1M0.01%
354CHUBB LIMITEDCB3,891$1.1M0.01%
355TRUIST FINL CORP89832Q10926,096$1.1M0.01%
356GAP INCGAP50,126$1.1M0.01%
357GALECTIN THERAPEUTICS INCGALT398,374$1.1M0.01%
358CONSOLIDATED EDISON INCED10,483$1.1M0.01%
359ISHARES INC4642865259,506$1.1M0.01%
360HENRY SCHEIN INCHSIC14,898$1.1M0.01%
361RPM INTL INC7496851038,911$1.1M0.01%
362INVESCO EXCH TRADED FD TR IIIVZ14,979$1.1M0.01%
363MARATHON PETE CORPMARA6,594$1.1M0.01%
364WISDOMTREE TRWT13,405$1.1M0.01%
365BANK NEW YORK MELLON CORP06405810014,596$1.0M0.01%
366HERSHEY COHSY5,433$1.0M0.01%
367REALTY INCOME CORPO16,355$1.0M0.01%
368GENERAL MLS INC37033410413,927$1.0M0.01%
369GENUINE PARTS COGPC7,355$1.0M0.01%
370AUTOZONE INCAZO326$1.0M0.01%
371GALLAGHER ARTHUR J & CO3635761093,627$1.0M0.01%
372SNOWFLAKE INCSNOW8,771$1.0M0.01%
373INVESCO ACTVELY MNGD ETC FDIVZ74,262$997,3430.01%
374J P MORGAN EXCHANGE TRADED F46641Q30817,572$995,0760.01%
375BLACKROCK MULTI SECTOR INC TBLK65,000$988,0000.01%
376SCHWAB STRATEGIC TR80852440912,174$978,4050.01%
377LAMAR ADVERTISING CO NEWLAMR7,207$962,8560.01%
378ALLSTATE CORPALL-PJ5,063$960,2010.01%
379ISHARES TR4642888027,871$947,4330.01%
380SHELL PLCRYDAF14,314$943,9900.01%
381ZIMMER BIOMET HOLDINGS INCZBH8,738$943,2680.01%
382GLOBAL X FDS37954Y63225,259$938,8790.01%
383CONOCOPHILLIPSCOP8,840$930,7020.01%
384GLOBAL X FDS37954Y67322,605$930,4050.01%
385CSX CORPCSX26,927$929,7860.01%
386KIMBERLY-CLARK CORPKMB6,524$928,1730.01%
387CVS HEALTH CORPCVS14,494$911,3930.01%
388SPDR SER TR78468R64818,444$909,8320.01%
389ISHARES TR4642878798,445$909,1320.01%
390UNILEVER PLCUNLYF13,980$908,1170.01%
391MEDTRONIC PLCMDT9,993$899,6890.01%
392WEC ENERGY GROUP INCWEC9,200$884,8370.01%
393ISHARES TR4642876639,128$871,6720.01%
394DOMINION ENERGY INCD15,033$868,7810.01%
395VANGUARD SCOTTSDALE FDS92206C5993,424$868,6910.01%
396ISHARES TR4642887605,782$865,1580.01%
397SELECT SECTOR SPDR TR81369Y7046,252$846,8180.01%
398PARKER-HANNIFIN CORPPH1,323$835,6730.01%
399TAIWAN SEMICONDUCTOR MFG LTD8740391004,795$832,7120.01%
400VANGUARD INTL EQUITY INDEX F92204287411,504$817,9160.01%
401CACI INTL INC1271903041,618$816,3790.01%
402CINTAS CORPCTAS3,956$814,4620.01%
403METLIFE INCMET-PF9,808$808,9750.01%
404LABCORP HOLDINGS INCLH3,611$806,9870.01%
405PACER FDS TR69374H88113,913$804,5890.01%
406INVESCO QUALITY MUN INCOME TIVZ77,062$804,5280.01%
407ISHARES TR4642874579,669$803,9780.01%
408RAYMOND JAMES FINL INC7547301096,546$801,6240.01%
409UNITED RENTALS INCURI973$787,7380.01%
410TRAVELERS COMPANIES INCTRV3,357$785,8680.01%
411MCKESSON CORPMCK1,583$782,6010.01%
412ARCH CAP GROUP LTDG0450A1056,984$781,3700.01%
413COMMERCIAL METALS COCMC14,202$780,5420.01%
414GLOBAL X FDS37954Y45948,000$775,6800.01%
415MERCADOLIBRE INCMELI378$775,6410.01%
416DEERE & CODE1,849$771,8040.01%
417DIGITAL RLTY TR INC2538681034,746$768,0210.01%
418EDWARDS LIFESCIENCES CORPEW11,569$763,4390.01%
419NUVEEN QUALITY MUNCP INCOMENU61,514$761,5440.01%
420CAPITAL ONE FINL CORP14040H1055,061$757,7730.01%
421ISHARES TR4642876715,673$748,3420.01%
422POOL CORPPOOL1,981$746,4410.01%
423SELECT SECTOR SPDR TR81369Y3088,894$738,2020.01%
424J P MORGAN EXCHANGE TRADED F46641Q21712,408$735,5470.01%
425YUM BRANDS INCYUM5,206$727,3930.01%
426VANGUARD ADMIRAL FDS INC9219328856,881$726,8900.01%
427WP CAREY INC92936U10911,578$721,2830.01%
428DISCOVER FINL SVCS2547091085,117$717,8640.01%
429HP INCHPQ19,894$713,7530.01%
430ROCKWELL AUTOMATION INCROK2,640$708,7350.01%
431MARSH & MCLENNAN COS INC5717481023,163$705,7190.01%
432SPDR SER TR78468R73914,657$705,5780.01%
433INVESCO EXCH TRADED FD TR IIIVZ13,928$704,3390.01%
434AMERICAN TOWER CORP NEW03027X1003,025$703,4940.01%
435NATIONAL FUEL GAS CONFG11,500$697,0150.01%
436J P MORGAN EXCHANGE TRADED F46641Q75315,777$687,4040.01%
437CATALYST PHARMACEUTICALS INCCPRX34,271$681,3080.01%
438ISHARES TR46434V87813,207$670,1240.01%
439Powershares Nasdaq InternetIVZ15,360$667,3920.01%
440LOUISIANA PAC CORPLPX6,165$662,4930.01%
441TEXAS PACIFIC LAND CORPORATITPL748$661,7860.01%
442SMUCKER J M CO8326964055,458$660,9210.01%
443OREILLY AUTOMOTIVE INC67103H107568$654,1090.01%
444INTERNATIONAL PAPER CO46014610313,333$651,3020.01%
445THE CIGNA GROUP1255231001,869$647,3970.01%
446VANGUARD ADMIRAL FDS INC9219328285,975$646,4240.01%
447UNITED PARCEL SERVICE INCUPS4,698$640,5270.01%
448AMERIPRISE FINL INC03076C1061,360$639,0350.01%
449INTUITIVE SURGICAL INCISRG1,279$628,3350.01%
450ZIMVIE INC98888T10739,071$620,0580.01%
451ISHARES BITCOIN TRUST ETFIBIT17,106$618,0400.01%
452ISHARES TR46428832311,310$614,4730.01%
453VANGUARD INTL EQUITY INDEX F9220428667,783$610,1060.01%
454ISHARES INC4642863923,866$606,6150.01%
455CYBERARK SOFTWARE LTDM2682V1082,050$597,8010.01%
456ISHARES TR4642872425,271$595,5180.01%
457QUANTA SVCS INC74762E1021,997$595,3080.01%
458ESSENTIAL UTILS INC29670G10215,350$592,0310.01%
459CHIPOTLE MEXICAN GRILL INCCMG10,123$583,2880.01%
460NXP SEMICONDUCTORS N VNXPI2,416$579,8500.01%
461CUMMINS INCCMI1,779$576,0290.01%
462ISHARES TR46434V2908,669$575,2160.01%
463VANGUARD ADMIRAL FDS INC9219328694,983$571,2020.01%
464VANGUARD WORLD FD92204A3064,655$570,0920.01%
465VANGUARD WORLD FD9219107335,607$569,9520.01%
466SYSCO CORPSYY7,235$564,7510.01%
467ROPER TECHNOLOGIES INCROP1,013$563,6790.01%
468BANK MONTREAL QUE0636711016,230$561,9840.01%
469BROOKFIELD CORP11271J10710,550$560,7220.01%
470ALLIANT ENERGY CORPLNT9,227$560,0160.01%
471CEMEX SAB DE CVCXMSF91,799$559,9740.01%
472FREEPORT-MCMORAN INCFCX11,094$553,8150.01%
473BLACKSTONE SECD LENDING FDBX18,882$553,0540.01%
474ISHARES TR46429B6976,046$552,0810.01%
475WisdomTree International Small CapWT7,981$551,0800.01%
476BANKFINANCIAL CORP06643P10445,000$548,1000.01%
477ISHARES TR4642882409,536$545,6500.01%
478GENERAL DYNAMICS CORPGD1,789$540,5010.01%
479CAL MAINE FOODS INCCALM7,215$539,9710.01%
480VSE CORPVSECU6,525$539,8140.01%
481CHURCH & DWIGHT CO INCCHD5,129$537,1090.01%
482ASML HOLDING N VASMLF644$536,6130.01%
483CITIGROUP INCC-PR8,571$536,5570.01%
484QUEST DIAGNOSTICS INCDGX3,453$536,0790.01%
485EMPLOYERS HLDGS INCEIG11,138$534,2900.01%
486FIDELITY COVINGTON TRUST3160926007,293$530,9340.01%
487GLOBAL X FDS37960A66922,500$529,6500.01%
488MSCI INCMSCI908$529,5230.01%
489ISHARES INC4642866815,528$529,2510.01%
490DIREXION SHS ETF TR25459W8623,224$528,5410.01%
491ARCHER DANIELS MIDLAND COADM8,785$524,8160.01%
492ISHARES TR4642875647,927$522,4780.01%
493VANGUARD ADMIRAL FDS INC9219327944,324$517,9290.01%
494MCCORMICK & CO INCMKC-V6,271$517,6090.01%
495L3HARRIS TECHNOLOGIES INCLHX2,153$512,1950.01%
496MARTIN MARIETTA MATLS INC573284106949$510,8150.01%
497KLAVIYO INCKVYO14,285$505,4040.01%
498IOVANCE BIOTHERAPEUTICS INCIOVA53,705$504,2900.01%
499MANULIFE FINL CORP56501R10617,004$502,4620.01%
500ONE GAS INCOGS6,750$502,3350.01%