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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 (Amended)

NWAM LLC

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001655006-26-000002

Total Value
$1.84B
Positions
637
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT245,938$127.2M7.02%
2APPLE INCAAPL268,196$69.9M3.86%
3NVIDIA CORPORATIONNVDA243,317$44.6M2.46%
4VANGUARD INDEX FDS92290873688,115$42.5M2.34%
5INVESCO QQQ TRIVZ65,114$39.6M2.18%
6AMAZON COM INCAMZN162,357$35.2M1.94%
7VANGUARD INDEX FDS922908744181,872$34.0M1.87%
8BROADCOM INCAVGO91,843$32.0M1.77%
9ISHARES TR46428720047,475$31.9M1.76%
10ISHARES TR46428761462,414$29.4M1.62%
11ISHARES TR464287150156,075$22.9M1.27%
12BERKSHIRE HATHAWAY INC DELBRK-A45,977$22.8M1.26%
13TESLA INCTSLA49,661$22.1M1.22%
14COSTCO WHSL CORP NEW22160K10521,873$20.5M1.13%
15META PLATFORMS INCMETA26,022$19.1M1.05%
16SPDR GOLD TRGLD43,129$17.3M0.96%
17VANGUARD BD INDEX FDS921937827210,601$16.6M0.92%
18VANGUARD BD INDEX FDS921937835216,823$16.2M0.89%
19EXXON MOBIL CORPXOM135,146$15.2M0.84%
20SELECT SECTOR SPDR TR81369Y80351,630$14.9M0.82%
21VANGUARD TAX-MANAGED FDS921943858245,409$14.8M0.82%
22DIMENSIONAL ETF TRUST25434V708353,624$13.7M0.75%
23VANECK ETF TRUST92189F106167,569$13.5M0.74%
24ISHARES TR464287226130,310$13.2M0.73%
25SPDR SERIES TRUST78464A854163,271$12.9M0.71%
26VANGUARD WHITEHALL FDS92194640690,503$12.8M0.70%
27VANECK ETF TRUST92189F791118,437$12.6M0.69%
28ELI LILLY & COLLY15,293$12.3M0.68%
29AMERICAN CENTY ETF TR025072877123,004$12.2M0.67%
30ALPHABET INCGOOG46,577$11.8M0.65%
31VANGUARD INDEX FDS922908553127,613$11.7M0.65%
32VANGUARD CHARLOTTE FDS92203J407227,177$11.3M0.62%
33SPDR S&P 500 ETF TRSPY16,821$11.3M0.62%
34ALPHABET INCGOOG42,961$10.9M0.60%
35BOEING COBA-PA48,383$10.5M0.58%
36VANGUARD BD INDEX FDS921937819132,605$10.4M0.57%
37VANGUARD INDEX FDS92290876931,046$10.3M0.57%
38ISHARES TR46428759847,292$9.6M0.53%
39VANGUARD INDEX FDS92290863730,093$9.3M0.51%
40DIMENSIONAL ETF TRUST25434V716214,971$9.1M0.50%
41VANGUARD INDEX FDS92290836314,217$8.8M0.48%
42VANECK ETF TRUST92189F67625,834$8.7M0.48%
43VANGUARD INDEX FDS92290875133,843$8.6M0.48%
44INSMED INCINSM49,538$8.3M0.46%
45EA SERIES TRUST02072L56572,242$8.2M0.46%
46ANAVEX LIFE SCIENCES CORPAVXL874,283$8.2M0.45%
47SPDR SERIES TRUST78464A30091,598$8.1M0.45%
48TAIWAN SEMICONDUCTOR MFG LTD87403910027,187$8.1M0.45%
49VANGUARD SPECIALIZED FUNDS92190884436,346$7.9M0.44%
50ISHARES TR464287507116,330$7.6M0.42%
51VANGUARD INDEX FDS92290862925,656$7.5M0.42%
52CRISPR THERAPEUTICS AGCRSP101,769$7.5M0.42%
53JPMORGAN CHASE & CO.VYLD24,672$7.5M0.41%
54ALPS ETF TR00162Q452159,546$7.5M0.41%
55VANGUARD STAR FDS92190976897,553$7.3M0.40%
56AMPLIFY ETF TR032108649291,477$7.3M0.40%
57SIMPLIFY EXCHANGE TRADED FUN82889N525142,732$7.2M0.40%
58ISHARES TR46432F84281,450$7.2M0.40%
59CAMECO CORPCCJ82,196$7.1M0.39%
60NETFLIX INCNFLX5,665$7.0M0.39%
61VERTIV HOLDINGS COVRT38,893$6.8M0.38%
62ISHARES TR46428730955,883$6.8M0.37%
63VANGUARD INTL EQUITY INDEX F92204277592,139$6.6M0.37%
64AMERICAN CENTY ETF TR02507236497,426$6.6M0.36%
65COINBASE GLOBAL INCCOIN18,996$6.5M0.36%
66ISHARES SILVER TRSLV135,733$6.5M0.36%
67SHOPIFY INCSHOP39,274$6.5M0.36%
68GE VERNOVA INCGEV10,757$6.4M0.35%
69SCHWAB STRATEGIC TR808524797230,831$6.2M0.34%
70ISHARES TR46432F83473,534$6.2M0.34%
71CORNING INCGLW72,254$6.2M0.34%
72J P MORGAN EXCHANGE TRADED F46641Q837120,135$6.1M0.34%
73ISHARES TR46428780450,315$6.0M0.33%
74VANGUARD INDEX FDS92290861128,664$6.0M0.33%
75ISHARES INC46434G10387,630$5.9M0.33%
76VANGUARD MUN BD FDS922907746114,553$5.8M0.32%
77AGNICO EAGLE MINES LTDAEM32,260$5.8M0.32%
78US BANCORP DELUSB-PS120,869$5.7M0.31%
79SELECT SECTOR SPDR TR81369Y605104,460$5.5M0.30%
80DELL TECHNOLOGIES INCDELL37,198$5.5M0.30%
81JOHNSON & JOHNSONJNJ28,715$5.5M0.30%
82AMPLIFY ETF TR03210860780,880$5.4M0.30%
83INVESCO EXCH TRADED FD TR IIIVZ48,564$5.4M0.30%
84ORACLE CORPORCL-PD19,301$5.4M0.30%
85ISHARES U S ETF TR46431W853198,865$5.3M0.29%
86SPDR DOW JONES INDL AVERAGE78467X10911,269$5.3M0.29%
87GOLDMAN SACHS GROUP INCGSCE6,832$5.2M0.29%
88UNITED PARCEL SERVICE INCUPS59,560$5.2M0.29%
89VANGUARD INDEX FDS92290853817,584$5.2M0.28%
90STARBUCKS CORPSBUX60,234$5.1M0.28%
91HUNTINGTON INGALLS INDS INC44641310617,779$5.1M0.28%
92INVESCO EXCHANGE TRADED FD TIVZ37,233$5.0M0.28%
93VANGUARD INTL EQUITY INDEX F92204285891,811$5.0M0.28%
94PALANTIR TECHNOLOGIES INCPLTR27,642$5.0M0.28%
95INVESCO EXCH TRADED FD TR IIIVZ39,595$4.9M0.27%
96ABBVIE INCABBV20,859$4.8M0.27%
97AMGEN INCAMGN15,820$4.8M0.26%
98PROCTER AND GAMBLE CO74271810930,822$4.7M0.26%
99SPDR INDEX SHS FDS78463X889105,424$4.6M0.25%
100VANGUARD INTL EQUITY INDEX F92204271831,248$4.5M0.25%
101BERKSHIRE HATHAWAY INC DELBRK-A6$4.4M0.25%
102PACCAR INCPCAR45,227$4.4M0.24%
103FIDELITY WISE ORIGIN BITCOINFBTC43,859$4.4M0.24%
104ISHARES TR46432F33922,152$4.3M0.24%
105ISHARES TR46428830751,933$4.3M0.24%
106INVESCO EXCHANGE TRADED FD TIVZ22,465$4.3M0.24%
107BULLISHBLSH71,255$4.2M0.23%
108FIRST TR EXCHANGE TRADED FD33738R70441,199$4.0M0.22%
109INTUITIVE SURGICAL INCISRG8,636$4.0M0.22%
110SELECT SECTOR SPDR TR81369Y85234,049$4.0M0.22%
111SCHWAB STRATEGIC TR808524805166,631$4.0M0.22%
112ISHARES TR46428943814,226$3.9M0.22%
113ISHARES TR46428746541,632$3.9M0.22%
114QUALCOMM INCQCOM23,402$3.9M0.22%
115ADVANCED MICRO DEVICES INCAMD16,407$3.8M0.21%
116BANCO SANTANDER S.A.BCDRF382,714$3.8M0.21%
117FIRST TR EXCHANGE-TRADED FD33734H10681,938$3.8M0.21%
118BLACKROCK ETF TRUSTBLK62,499$3.7M0.21%
119SCHWAB STRATEGIC TR808524300115,004$3.7M0.20%
120SELECT SECTOR SPDR TR81369Y70423,840$3.7M0.20%
121LEIDOS HOLDINGS INCLDOS19,049$3.6M0.20%
122PACER FDS TR69374H88163,016$3.6M0.20%
123BANK AMERICA CORP06050510468,703$3.6M0.20%
124ISHARES TR46428828136,606$3.5M0.19%
125ISHARES TR46428740816,745$3.5M0.19%
126SELECT SECTOR SPDR TR81369Y40714,516$3.4M0.19%
127SPDR SERIES TRUST78468R101115,943$3.4M0.19%
128VISA INCV9,850$3.4M0.19%
129ISHARES TR46428772117,194$3.4M0.19%
130ISHARES TR46428717630,232$3.4M0.19%
131MERCADOLIBRE INCMELI1,600$3.4M0.19%
132VEEVA SYS INCVEEV11,706$3.3M0.18%
133CHEVRON CORP NEWCVX21,124$3.3M0.18%
134OPENDOOR TECHNOLOGIES INCOPENZ440,500$3.2M0.18%
135ABBOTT LABSABLZF24,691$3.2M0.18%
136VANGUARD SCOTTSDALE FDS92206C10253,838$3.2M0.18%
137ISHARES TR46428745738,132$3.2M0.17%
138GRAYSCALE ETHEREUM TRUST ETF38963810796,624$3.2M0.17%
139FIDELITY MERRIMACK STR TR31618830967,607$3.2M0.17%
140WISDOMTREE TRWT61,613$3.1M0.17%
141AT&T INCT-PC117,115$3.1M0.17%
142MICRON TECHNOLOGY INCMU14,527$3.0M0.17%
143ARK ETF TR00214Q70852,523$3.0M0.16%
144FIDELITY ETHEREUM FD31613E10374,725$3.0M0.16%
145ISHARES TR4642871018,759$2.9M0.16%
146VANGUARD WORLD FD9219108167,217$2.9M0.16%
147INVESCO EXCHANGE TRADED FD TIVZ25,837$2.9M0.16%
148ARISTA NETWORKS INCANET18,966$2.8M0.15%
149ISHARES TR46428748118,864$2.7M0.15%
150DIMENSIONAL ETF TRUST25434V79981,361$2.7M0.15%
151GE AEROSPACE3696043018,865$2.7M0.15%
152INTERNATIONAL BUSINESS MACHSINTR9,386$2.7M0.15%
153ISHARES TR46428887737,616$2.6M0.14%
154INVESCO EXCH TRADED FD TR IIIVZ10,398$2.6M0.14%
155DIMENSIONAL ETF TRUST25434V83166,844$2.5M0.14%
156ASML HOLDING N VASMLF2,413$2.5M0.14%
157CATERPILLAR INCCAT4,909$2.5M0.14%
158SPDR SERIES TRUST78464A70615,031$2.5M0.14%
159SELECT SECTOR SPDR TR81369Y20917,006$2.5M0.14%
160VANGUARD WORLD FD92204A7023,228$2.5M0.14%
161HOME DEPOT INCHD6,245$2.5M0.14%
162SCHWAB STRATEGIC TR808524839102,632$2.4M0.13%
163PEABODY ENERGY CORPBTU75,913$2.4M0.13%
164ISHARES TR46429B69725,373$2.4M0.13%
165ISHARES TR46428787921,520$2.4M0.13%
166THERMO FISHER SCIENTIFIC INCTMO4,396$2.4M0.13%
167UNITEDHEALTH GROUP INCUNH6,539$2.4M0.13%
168EATON CORP PLCETN6,257$2.4M0.13%
169ISHARES TR4642876559,580$2.3M0.13%
170SPROTT ASSET MANAGEMENT LPSII70,067$2.3M0.13%
171ISHARES TR46428841421,480$2.3M0.13%
172WALMART INCWMT21,088$2.3M0.12%
173VANGUARD WHITEHALL FDS92194688533,471$2.3M0.12%
174FIDELITY COVINGTON TRUST3160928089,714$2.2M0.12%
175AMERICAN CENTY ETF TR02507270327,141$2.2M0.12%
176ARK ETF TR00214Q10424,715$2.1M0.12%
177VERTEX PHARMACEUTICALS INCVRTX5,077$2.1M0.12%
178DANAHER CORPORATION23585110210,144$2.1M0.12%
179RTX CORPORATIONRTX12,920$2.1M0.12%
180SNOWFLAKE INCSNOW8,452$2.1M0.11%
181GRAYSCALE BITCOIN TRUST ETFGBTC22,753$2.0M0.11%
182AUTOMATIC DATA PROCESSING INADP6,992$2.0M0.11%
183SPDR SERIES TRUST78468R66321,572$2.0M0.11%
184DIMENSIONAL ETF TRUST25434V76563,433$2.0M0.11%
185AMERICAN CENTY ETF TR02507260425,357$2.0M0.11%
186ISHARES TR46428724216,998$1.9M0.11%
187ISHARES TR46428716813,425$1.9M0.10%
188VERIZON COMMUNICATIONS INCVZ45,535$1.9M0.10%
189FIDELITY COVINGTON TRUST31609285766,651$1.9M0.10%
190INVESCO EXCHANGE TRADED FD TIVZ31,962$1.9M0.10%
191VANGUARD WELLINGTON FD92193570612,262$1.9M0.10%
192DIMENSIONAL ETF TRUST25434V78151,564$1.8M0.10%
193DIMENSIONAL ETF TRUST25434V85643,229$1.8M0.10%
194NATERA INCNTRA9,676$1.8M0.10%
195GOLDMAN SACHS ETF TRNVGLF21,319$1.8M0.10%
196COCA COLA COKO26,582$1.8M0.10%
197WORLD GOLD TRGLDW20,889$1.8M0.10%
198GRAIL INCGRAL19,699$1.8M0.10%
199ISHARES TR46428763010,220$1.8M0.10%
200CROWDSTRIKE HLDGS INCCRWD3,581$1.8M0.10%
201ISHARES TR46428851322,132$1.8M0.10%
202DIMENSIONAL ETF TRUST25434V58331,634$1.8M0.10%
203UNION PAC CORPUNP7,710$1.8M0.10%
204FREEPORT-MCMORAN INCFCX41,408$1.7M0.10%
205HONEYWELL INTL INC4385161068,406$1.7M0.10%
206GILEAD SCIENCES INCGILD14,174$1.7M0.10%
207KAYNE ANDERSON ENERGY INFRST486606106139,831$1.7M0.09%
208VANGUARD WHITEHALL FDS92194679419,861$1.7M0.09%
209SOFI TECHNOLOGIES INCSOFI58,430$1.7M0.09%
210AMERICAN CENTY ETF TR02507288515,326$1.7M0.09%
211SPDR INDEX SHS FDS78463X50934,722$1.7M0.09%
212J P MORGAN EXCHANGE TRADED F46641Q39913,540$1.6M0.09%
213SELECT SECTOR SPDR TR81369Y50618,745$1.6M0.09%
214VANGUARD INDEX FDS9229085129,368$1.6M0.09%
215J P MORGAN EXCHANGE TRADED F46641Q65431,339$1.6M0.09%
216FIRST TR EXCHANGE-TRADED FD33733E3025,593$1.6M0.09%
217DIMENSIONAL ETF TRUST25434V73247,528$1.5M0.09%
218PEPSICO INCPEP10,453$1.5M0.09%
219MCDONALDS CORPMCD5,009$1.5M0.08%
220ISHARES GOLD TRIAU18,672$1.5M0.08%
221ISHARES TR46428751513,207$1.5M0.08%
222CADENCE DESIGN SYSTEM INCCDNS4,526$1.5M0.08%
223APPLIED MATLS INC0382221056,859$1.5M0.08%
224ISHARES TR46434V61331,199$1.5M0.08%
225VANGUARD SCOTTSDALE FDS92206C70624,220$1.5M0.08%
226STRYKER CORPORATIONSYK3,835$1.5M0.08%
227SELECT SECTOR SPDR TR81369Y88615,941$1.5M0.08%
228SIMPLIFY EXCHANGE TRADED FUN82889N72369,252$1.5M0.08%
229DIMENSIONAL ETF TRUST25434V69035,436$1.5M0.08%
230BRITISH AMERN TOB PLC11044810727,658$1.4M0.08%
231SPDR SERIES TRUST78468R62214,509$1.4M0.08%
232ISHARES TR46428866111,694$1.4M0.08%
233LOWES COS INC5486611075,647$1.4M0.08%
234VANGUARD WORLD FD92204A8847,368$1.4M0.08%
235ISHARES TR46436E52858,965$1.4M0.08%
236ISHARES TR46432F85927,841$1.4M0.08%
237ISHARES TR46428815812,555$1.3M0.07%
238CISCO SYS INCCSCO19,038$1.3M0.07%
239BLACKROCK ETF TRUSTBLK34,612$1.3M0.07%
240VANECK ETF TRUST92189H40925,656$1.3M0.07%
241VANGUARD BD INDEX FDS92193779318,463$1.3M0.07%
242FIDELITY COVINGTON TRUST31609286522,106$1.3M0.07%
243CAPITAL GROUP DIVIDEND VALUE14020W10630,983$1.3M0.07%
244ISHARES TR46435G67225,195$1.3M0.07%
245MEDTRONIC PLCMDT13,504$1.3M0.07%
246WASTE MGMT INC DEL94106L1095,976$1.3M0.07%
247EMERSON ELEC COEMR9,828$1.3M0.07%
248ISHARES TR4642877059,802$1.3M0.07%
249VALKYRIE ETF TRUST II91917A20728,685$1.3M0.07%
250BLACKSTONE INCBX7,694$1.2M0.07%
251ISHARES TR46434V62117,828$1.2M0.07%
252INTEL CORPINTC33,170$1.2M0.07%
253PARKER-HANNIFIN CORPPH1,636$1.2M0.07%
254HERITAGE FINL CORP WASH42722X10653,478$1.2M0.07%
255SCHWAB STRATEGIC TR80852488825,820$1.2M0.07%
256UBER TECHNOLOGIES INCUBER12,532$1.2M0.07%
257SPDR SERIES TRUST78464A37534,238$1.2M0.06%
258ISHARES TR46428723421,630$1.2M0.06%
259ISHARES TR46428749912,060$1.2M0.06%
260ISHARES TR46428766311,521$1.2M0.06%
261DISNEY WALT CO25468710610,304$1.2M0.06%
262LAM RESEARCH CORPLRCX8,029$1.2M0.06%
263BLOCK INCBSQKZ15,585$1.1M0.06%
264ISHARES TR46428864620,852$1.1M0.06%
265SOUTHERN COSOMN11,116$1.1M0.06%
266PFIZER INCPFE43,630$1.1M0.06%
267REALTY INCOME CORPO17,798$1.1M0.06%
268BONDBLOXX ETF TRUST09789C81222,735$1.1M0.06%
269UNITY SOFTWARE INCU26,781$1.1M0.06%
270ISHARES INC46428658211,664$1.1M0.06%
271SCHWAB STRATEGIC TR80852440936,734$1.1M0.06%
272SCHWAB STRATEGIC TR80852487039,382$1.1M0.06%
273SCHWAB STRATEGIC TR80852460737,618$1.1M0.06%
274ISHARES TR46428865310,014$1.1M0.06%
275VANGUARD SCOTTSDALE FDS92206C87012,276$1.0M0.06%
276MASTERCARD INCORPORATEDMA1,780$1.0M0.06%
277CAPITAL GROUP GROWTH ETF14020G10122,556$1.0M0.06%
278EDWARDS LIFESCIENCES CORPEW13,146$991,6220.05%
279AMPLIFY ETF TR03210810213,285$990,4770.05%
280GLOBAL X FDS37954Y65750,934$989,6410.05%
281ISHARES TR46429B7479,542$987,1080.05%
282JOHNSON CTLS INTL PLCG515021058,921$986,6710.05%
283ISHARES TR46436E7189,800$985,6620.05%
284ISHARES TR46428858810,249$983,5070.05%
285J P MORGAN EXCHANGE TRADED F46641Q11815,448$982,9560.05%
286MANULIFE FINL CORP56501R10630,614$975,0560.05%
287BLACKROCK ETF TRUSTBLK27,390$961,1180.05%
288CUMMINS INCCMI2,315$958,2820.05%
289STRATEGY INCSTRK3,029$956,4160.05%
290ALTRIA GROUP INCMO14,733$949,8000.05%
291SEAGATE TECHNOLOGY HLDNGS PLSE4,412$949,7190.05%
292EQUIFAX INCEFX4,063$939,0410.05%
293SIMPLIFY EXCHANGE TRADED FUN82889N69932,279$928,9910.05%
294CITIGROUP INCC-PR9,272$923,7930.05%
295LITMAN GREGORY FDS TR53700T82732,004$918,5060.05%
296REGENERON PHARMACEUTICALSREGN1,593$918,0700.05%
297MERCK & CO INCMRK10,634$911,9620.05%
298FIRST TR EXCHNG TRADED FD VI33740F75527,046$908,4700.05%
299SCHWAB STRATEGIC TR80852450830,404$906,6500.05%
300SALESFORCE INCCRM3,563$904,5190.05%
301SELECT SECTOR SPDR TR81369Y30811,347$903,8700.05%
302INVESCO EXCHANGE TRADED FD TIVZ30,976$898,7780.05%
303BLACKROCK ETF TRUST IIBLK16,852$898,4060.05%
304ISHARES TR4642876715,382$890,6810.05%
305ISHARES BITCOIN TRUST ETFIBIT13,866$890,4880.05%
306FIRST TR EXCHANGE-TRADED FD33691710920,458$880,7030.05%
307RITHM CAPITAL CORPRITM-PF77,135$862,0150.05%
308WISDOMTREE TRWT28,294$856,1730.05%
309WISDOMTREE TRWT18,203$855,9260.05%
310ISHARES TR46435G40923,838$851,0320.05%
311PROGRESSIVE CORP7433151033,394$824,1100.05%
312DOMINION ENERGY INCD13,410$823,7870.05%
313PHILIP MORRIS INTL INC7181721095,186$823,1190.05%
314SPDR SERIES TRUST78464A7635,815$814,7830.04%
315FIRST TR EXCHANGE-TRADED FD33733E50019,301$810,0370.04%
316VANGUARD SCOTTSDALE FDS92206C40910,013$801,3940.04%
317DIMENSIONAL ETF TRUST25434V86416,478$799,1920.04%
318ISHARES INC46434G85511,600$797,6220.04%
319ISHARES TR46428824012,024$788,9200.04%
320ALIBABA GROUP HLDG LTDBBAAY4,439$787,2360.04%
321PALO ALTO NETWORKS INCPANW3,715$784,6780.04%
322DIMENSIONAL ETF TRUST25434V68219,069$783,5290.04%
323GAMESTOP CORP NEWGME-WT28,518$777,1890.04%
324INVESCO EXCHANGE TRADED FD TIVZ10,470$777,1270.04%
325SHELL PLCRYDAF10,653$772,0930.04%
326INVESCO EXCH TRADED FD TR IIIVZ6,362$771,2800.04%
327FIDELITY MERRIMACK STR TR31618886115,215$771,0200.04%
328FIDELITY COVINGTON TRUST31609A50321,466$768,7040.04%
329ROBINHOOD MKTS INC7707001025,654$767,8130.04%
330INVESCO EXCH TRADED FD TR IIIVZ41,278$766,8030.04%
331VANGUARD WORLD FD92204A8013,748$765,9410.04%
332KIMBERLY-CLARK CORPKMB6,280$758,9460.04%
333DIMENSIONAL ETF TRUST25434V80716,360$754,5190.04%
334COMCAST CORP NEWCCZ24,832$739,4170.04%
335FIDELITY COVINGTON TRUST31609A40420,635$737,4990.04%
336BLACKROCK INCBLK634$735,7280.04%
337INVESCO EXCH TRADED FD TR IIIVZ16,828$734,5270.04%
338WISDOMTREE TRWT22,825$734,0730.04%
339SPDR SERIES TRUST78464A8218,021$733,9120.04%
340ASTRAZENECA PLCAZN8,667$723,0450.04%
341INVESCO ACTVELY MNGD ETC FDIVZ54,252$722,6530.04%
342ZSCALER INCZS2,358$720,6690.04%
343ICON PLCICLR3,812$718,3710.04%
344ENTERPRISE PRODS PARTNERS L29379210723,296$715,0780.04%
345ARK ETF TR00214Q4014,105$714,5060.04%
346BARRICK MNG CORP06849F10820,188$701,1180.04%
347NEWMONT CORPNEMCL7,443$699,9200.04%
348AMERICAN CENTY ETF TR0250728027,697$685,3530.04%
349ACCENTURE PLC IRELANDACN2,771$679,3160.04%
350KLA CORPKLAC590$676,4860.04%
351DUKE ENERGY CORP NEWDUKB5,265$675,9300.04%
352AMERICAN EXPRESS COAXP1,929$672,4570.04%
353ISHARES TR4642877396,916$672,1390.04%
354BROOKFIELD RENEWABLE CORPBEPC16,475$664,9760.04%
355LOCKHEED MARTIN CORPLMT1,304$658,8760.04%
356SERVICENOW INCNOW718$658,8610.04%
357SPDR S&P MIDCAP 400 ETF TRMDY1,104$657,9640.04%
358ISHARES TR46429B26728,066$653,4970.04%
359ISHARES TR4642874327,146$652,9850.04%
3603M COMMM4,205$651,0810.04%
361KROGER COKR9,452$647,3520.04%
362ABRDN PRECIOUS METALS BASKETGLTR3,448$645,7070.04%
363ISHARES TR4642878874,513$642,8030.04%
364ISHARES INC46434G8227,724$642,2670.04%
365SPDR SERIES TRUST78468R60626,644$637,4780.04%
366CSX CORPCSX17,657$634,7910.04%
367FIRST TR EXCHANGE-TRADED ALP33733F1013,858$629,9390.03%
368OCCIDENTAL PETE CORP67459910514,242$625,4200.03%
369ISHARES TR4642878619,364$624,3920.03%
370VENTAS INCVTR8,673$619,3220.03%
371NEXTERA ENERGY INCNEE-PW7,591$617,9790.03%
372CONOCOPHILLIPSCOP6,951$610,3740.03%
373ETFS GOLD TR00326A10414,618$610,1570.03%
374TJX COS INC NEW8725401094,240$608,5830.03%
375VANGUARD SCOTTSDALE FDS92206C84710,453$607,1240.03%
376VANGUARD INTL EQUITY INDEX F9220428747,421$602,2280.03%
377HA SUSTAINABLE INFRA CAP INC41068X10019,509$598,9320.03%
378PIMCO ETF TR72201R86611,364$597,9790.03%
379SPDR SERIES TRUST78468R85312,753$593,9590.03%
380ZOETIS INCZTS4,092$593,9340.03%
381GLOBAL X FDS37960A5298,770$588,9100.03%
382WELLS FARGO CO NEW9497461016,813$584,4030.03%
383ISHARES TR46434V40713,420$578,1180.03%
384PGIM ETF TR69344A83411,239$577,4720.03%
385WISDOMTREE TRWT10,037$574,2170.03%
386BLACKROCK ETF TRUST IIBLK11,065$573,4990.03%
387FISERV INCFISV4,511$566,2080.03%
388ISHARES TR46435U16824,319$563,9760.03%
389GSK PLCGLAXF12,680$559,4630.03%
390MORGAN STANLEYMS-PQ3,418$552,9420.03%
391TETRA TECH INC NEWTTEK16,461$549,4680.03%
392SCHWAB STRATEGIC TR80852410221,149$545,0240.03%
393ISHARES INC46428640018,013$544,4820.03%
394PIMCO CORPORATE & INCOME OPPPTY40,963$543,7610.03%
395ENERGY TRANSFER L PET-PI31,994$537,6040.03%
396NORTHROP GRUMMAN CORPNOC888$534,6160.03%
397GOLDMAN SACHS ETF TRNVGLF4,095$534,0700.03%
398AVIDITY BIOSCIENCES INC05370A10810,824$530,4840.03%
399GAMCO GLOBAL GOLD NAT RES &36465A109103,110$528,6040.03%
400BRISTOL-MYERS SQUIBB COCELG-RI11,993$526,1310.03%
401GENERAL DYNAMICS CORPGD1,547$524,0720.03%
402SCHWAB STRATEGIC TR80852420119,715$523,8260.03%
403EVERSOURCE ENERGYES7,176$521,9770.03%
404J P MORGAN EXCHANGE TRADED F46654Q6095,545$521,3130.03%
405AMPHENOL CORP NEW0320951014,111$519,0180.03%
406DEERE & CODE1,123$517,6340.03%
407NU HLDGS LTDNU33,515$516,4730.03%
408CAPITAL GROUP CORE EQUITY ET14020V10813,025$515,3990.03%
409FIRST TR EXCHANGE TRADED FD33738R5067,664$513,5210.03%
410SPDR SERIES TRUST78468R68914,102$513,1850.03%
411ILLUMINA INCILMN5,150$512,4250.03%
412NUVEEN CA QUALTY MUN INCOMENU44,524$512,4140.03%
413T-MOBILE US INCTMUSZ2,139$506,4790.03%
414VANGUARD INDEX FDS9229085951,677$504,3910.03%
415ISHARES TR46429B6559,829$501,3770.03%
416ISHARES TR4642882736,478$497,7680.03%
417CAPITAL GRP FIXED INCM ETF T14020Y20118,147$497,5910.03%
418SPDR SERIES TRUST78468R8122,863$492,0530.03%
419VANGUARD SCOTTSDALE FDS92206C77110,402$491,3670.03%
420FIDELITY MERRIMACK STR TR31618810110,024$486,8660.03%
421ALBEMARLE CORPALB-PA5,047$485,2190.03%
422ISHARES TR46434V3169,316$483,5940.03%
423ISHARES TR4642888107,968$483,1890.03%
424INTERCONTINENTAL EXCHANGE IN45866F1043,061$480,0240.03%
425ISHARES TR46432F3961,876$476,9980.03%
426ISHARES TR4642873255,145$475,9870.03%
427BANK MONTREAL QUE0636711013,779$475,3500.03%
428TRAVELERS COMPANIES INCTRV1,719$472,6570.03%
429BROOKFIELD CORP11271J1077,025$470,0450.03%
430BLACKROCK ETF TRUSTBLK18,276$469,3400.03%
431DUPONT DE NEMOURS INCDD5,810$468,1300.03%
432INVESCO EXCHANGE TRADED FD TIVZ4,427$462,2140.03%
433LINDE PLCLIN1,002$458,4710.03%
434FIRST HORIZON CORPORATIONFHN-PH21,915$450,1420.02%
435J P MORGAN EXCHANGE TRADED F46641Q4073,629$448,0010.02%
436ALNYLAM PHARMACEUTICALS INCALNY912$447,9930.02%
437SPDR SERIES TRUST78464A4094,252$446,4880.02%
438TIDAL TRUST I88636423117,543$446,1180.02%
439ISHARES TR4642888853,794$445,6150.02%
440NOVARTIS AGNVSEF3,402$445,1790.02%
441ISHARES INC46428610316,206$441,7840.02%
442PROSHARES TR74347R2063,065$434,0350.02%
443CONSTELLATION ENERGY CORPCEG1,173$433,7270.02%
444AMERICAN CENTY ETF TR0250726879,129$431,8110.02%
445RIO TINTO PLCRTNTF6,255$431,6360.02%
446MANAGER DIRECTED PORTFOLIOS56170L69540,454$430,8310.02%
447DIMENSIONAL ETF TRUST25434V81513,500$429,8400.02%
448VANGUARD INTL EQUITY INDEX F9220428664,675$426,6960.02%
449SCHWAB STRATEGIC TR80852484719,756$426,5360.02%
450ISHARES INC46434G7645,960$425,3470.02%
451PAYCHEX INCPAYX3,340$422,8280.02%
452CIENA CORPCIEN2,505$421,9470.02%
453DIMENSIONAL ETF TRUST25434V65815,099$417,8010.02%
454S&P GLOBAL INCSPGI866$416,3860.02%
455COEUR MNG INC19210850418,610$409,9780.02%
456SIMPLIFY EXCHANGE TRADED FUN82889N64017,098$409,5850.02%
457MARSH & MCLENNAN COS INC5717481022,108$404,7990.02%
458PHILLIPS 66PSX3,090$403,7650.02%
459VANGUARD WORLD FD92204A5041,488$402,7550.02%
460INVESCO EXCH TRADED FD TR IIIVZ19,228$402,2200.02%
461FORD MTR CO34537086033,509$401,7220.02%
462AON PLCAON1,127$401,2080.02%
463SELECT SECTOR SPDR TR81369Y8609,390$398,8920.02%
464ISHARES TR4642874732,858$398,4620.02%
465KINDER MORGAN INC DELEP-PC14,440$398,3380.02%
466PACER FDS TR69374H36010,828$390,0250.02%
467SPDR SERIES TRUST78464A5086,984$389,6150.02%
468TEXAS INSTRS INC8825081042,144$387,2730.02%
469L3HARRIS TECHNOLOGIES INCLHX1,331$386,8380.02%
470INVESCO EXCHANGE TRADED FD TIVZ3,177$379,0040.02%
471ALCOA CORPAA9,625$374,9920.02%
472ABRDN ASIA PACIFIC INCOME FUABAKF23,053$372,1540.02%
473SPDR SERIES TRUST78464A8476,471$370,0970.02%
474HALOZYME THERAPEUTICS INCHALO5,529$367,5130.02%
475BOOKING HOLDINGS INCBKNG71$365,3630.02%
476MOTOROLA SOLUTIONS INCMSI807$362,0170.02%
477ALLIANCEBERNSTEIN GLOBAL HIGAWF32,126$360,1270.02%
478SCHWAB STRATEGIC TR80852486214,745$359,7900.02%
479FIDELITY MERRIMACK STR TR3161887058,035$359,5660.02%
480DUFF & PHELPS UTLITY AND INF26433C10527,009$357,8690.02%
481J P MORGAN EXCHANGE TRADED F46641Q3734,884$349,8900.02%
482ROCKWELL AUTOMATION INCROK994$349,2960.02%
483TRUIST FINL CORP89832Q1097,963$346,4140.02%
484ISHARES TR464287689908$344,3660.02%
485ISHARES TR46434V8038,426$343,2080.02%
486ISHARES TR4642874403,521$343,0900.02%
487PIMCO CORPORATE & INCM STRG72200U10025,451$340,5350.02%
488ISHARES TR46435G4252,315$338,9730.02%
489VANGUARD WORLD FD92204A108865$337,0020.02%
490INTUITINTU502$335,1830.02%
491HARTFORD INSURANCE GROUP INCHIG-PG2,579$334,2990.02%
492CARNIVAL CORPCUKPF11,557$334,0500.02%
493ARM HOLDINGS PLC0420682051,984$332,0630.02%
494ISHARES TR46435U51512,957$331,0520.02%
495TARGA RES CORPTRGP2,185$330,0630.02%
496SSGA ACTIVE TR78470P4085,408$327,9950.02%
497ISHARES TR46434V8606,462$326,5250.02%
498MARATHON PETE CORPMARA1,722$325,9440.02%
499EDISON INTL2810201075,608$323,3110.02%
500ISHARES TR464287648988$323,1650.02%