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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

Concurrent Investment Advisors, LLC

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001667731-25-000551

Total Value
$4.12B
Positions
1,236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL633,243$137.1M3.61%
2VANGUARD INDEX FDS922908363232,376$119.4M3.14%
3SPDR SER TR78468R6631,153,811$105.8M2.79%
4SPDR S&P 500 ETF TRSPY157,968$88.4M2.33%
5MICROSOFT CORPMSFT221,329$83.1M2.19%
6AMAZON COM INCAMZN410,809$78.2M2.06%
7NVIDIA CORPORATIONNVDA665,424$72.1M1.90%
8INVESCO QQQ TRIVZ120,047$56.3M1.48%
9ISHARES TR46428720084,824$47.7M1.25%
10VANGUARD INDEX FDS922908744248,959$43.0M1.13%
11PIMCO ETF TR72201R775448,103$41.4M1.09%
12BERKSHIRE HATHAWAY INC DELBRK-A74,171$39.5M1.04%
13ISHARES TR464287432415,399$37.8M1.00%
14FIRST TR EXCHANGE-TRADED FD33733E104417,074$37.4M0.98%
15FIRST TR EXCHANGE-TRADED FD33739Q200742,056$36.5M0.96%
16VANGUARD INDEX FDS922908769130,164$35.8M0.94%
17ALPHABET INCGOOG209,611$32.4M0.85%
18WALMART INCWMT366,361$32.2M0.85%
19VANGUARD INDEX FDS92290873686,230$32.0M0.84%
20META PLATFORMS INCMETA54,798$31.6M0.83%
21FIRST TR EXCHANGE TRADED FD33738R605574,602$31.5M0.83%
22SELECT SECTOR SPDR TR81369Y803146,989$30.4M0.80%
23WISDOMTREE TRWT361,769$28.9M0.76%
24JPMORGAN CHASE & CO.VYLD113,870$27.9M0.74%
25SPDR GOLD TRGLD95,104$27.4M0.72%
26ISHARES TR46432F842345,968$26.2M0.69%
27BROADCOM INCAVGO154,261$25.8M0.68%
28VISA INCV69,902$24.5M0.65%
29EXXON MOBIL CORPXOM203,114$24.2M0.64%
30ISHARES TR464287226234,147$23.2M0.61%
31ELI LILLY & COLLY27,675$22.9M0.60%
32VANGUARD SCOTTSDALE FDS92206C870274,919$22.5M0.59%
33ISHARES TR464287507378,527$22.1M0.58%
34HOME DEPOT INCHD60,025$22.0M0.58%
35SELECT SECTOR SPDR TR81369Y209148,215$21.6M0.57%
36SPDR SER TR78464A409259,379$20.8M0.55%
37ALPHABET INCGOOG132,204$20.7M0.54%
38PROCTER AND GAMBLE CO742718109120,002$20.5M0.54%
39PGIM ETF TR69344A834395,758$20.3M0.53%
40VANGUARD WORLD FD92191081664,466$19.9M0.52%
41ABBVIE INCABBV93,773$19.6M0.52%
42CAPITAL GROUP DIVIDEND VALUE14020W106538,457$19.2M0.51%
43CHEVRON CORP NEWCVX112,189$18.8M0.49%
44JOHNSON & JOHNSONJNJ112,427$18.6M0.49%
45VANGUARD WHITEHALL FDS921946406143,797$18.5M0.49%
46BERKSHIRE HATHAWAY INC DELBRK-A23$18.4M0.48%
47VANGUARD INTL EQUITY INDEX F922042858385,188$17.4M0.46%
48WISDOMTREE TRWT324,650$16.3M0.43%
49ORACLE CORPORCL-PD114,673$16.0M0.42%
50SELECT SECTOR SPDR TR81369Y605321,877$16.0M0.42%
51SPDR DOW JONES INDL AVERAGE78467X10936,439$15.3M0.40%
52ISHARES INC46434G103278,985$15.1M0.40%
53PEPSICO INCPEP99,884$15.0M0.39%
54ISHARES TR464287309159,856$14.8M0.39%
55COCA COLA COKO206,981$14.8M0.39%
56SSGA ACTIVE ETF TR78467V848362,011$14.6M0.38%
57VANGUARD SPECIALIZED FUNDS92190884474,407$14.4M0.38%
58TESLA INCTSLA56,180$14.4M0.38%
59FIRST TR EXCHNG TRADED FD VI33740F755484,278$14.4M0.38%
60COSTCO WHSL CORP NEW22160K10515,035$14.2M0.37%
61UNITEDHEALTH GROUP INCUNH25,704$13.5M0.35%
62NETFLIX INCNFLX14,146$13.2M0.35%
63ISHARES TR464287804126,092$13.2M0.35%
64ISHARES TR464287671101,842$12.9M0.34%
65ISHARES TR464287465157,572$12.9M0.34%
66PALANTIR TECHNOLOGIES INCPLTR151,381$12.8M0.34%
67FIRST TR EXCHANGE TRADED FD33738R506216,451$12.7M0.33%
68INTERNATIONAL BUSINESS MACHSINTR50,612$12.6M0.33%
69SCHWAB STRATEGIC TR808524797446,381$12.5M0.33%
70MCDONALDS CORPMCD39,787$12.4M0.33%
71INVESCO EXCHANGE TRADED FD TIVZ71,574$12.4M0.33%
72VANGUARD INDEX FDS92290862947,922$12.4M0.33%
73MASTERCARD INCORPORATEDMA22,519$12.3M0.32%
74VANGUARD BD INDEX FDS921937827157,588$12.3M0.32%
75CISCO SYS INCCSCO198,061$12.2M0.32%
76JANUS DETROIT STR TR47103U845239,669$12.2M0.32%
77ISHARES TR46428765560,360$12.0M0.32%
78ACCENTURE PLC IRELANDACN38,357$12.0M0.32%
79SELECT SECTOR SPDR TR81369Y308145,543$11.9M0.31%
80INVESCO EXCH TRADED FD TR IIIVZ127,349$11.8M0.31%
81VANGUARD WORLD FD92204A70221,230$11.5M0.30%
82ISHARES TR464287663124,306$11.5M0.30%
83SCHWAB STRATEGIC TR808524201516,337$11.4M0.30%
84BANK AMERICA CORP060505104272,594$11.4M0.30%
85AUTOMATIC DATA PROCESSING INADP36,675$11.2M0.30%
86PACER FDS TR69374H881203,091$11.1M0.29%
87ISHARES TR46436E718109,993$11.1M0.29%
88VANECK ETF TRUST92189F67651,867$11.0M0.29%
89VANGUARD TAX-MANAGED FDS921943858215,535$11.0M0.29%
90ISHARES TR46432F33963,856$10.9M0.29%
91DUTCH BROS INCBROS171,460$10.6M0.28%
92ISHARES TR46428740853,696$10.2M0.27%
93SPDR SER TR78464A508198,113$10.1M0.27%
94VERIZON COMMUNICATIONS INCVZ222,725$10.1M0.27%
95LOWES COS INC54866110741,932$9.8M0.26%
96CAPITAL GROUP GROWTH ETF14020G101285,179$9.8M0.26%
97FIRST TR VALUE LINE DIVID IN33734H106209,150$9.3M0.25%
98VANGUARD INDEX FDS92290861150,048$9.3M0.25%
99ISHARES TR46435G409304,720$9.2M0.24%
100DBX ETF TR233051200213,185$9.2M0.24%
101RTX CORPORATIONRTX67,318$8.9M0.23%
102FIRST TR EXCHANGE-TRADED FD33738D408217,137$8.9M0.23%
103SPDR INDEX SHS FDS78463X533249,491$8.9M0.23%
104AT&T INCT-PC313,653$8.9M0.23%
105WISDOMTREE TRWT203,377$8.8M0.23%
106SALESFORCE INCCRM58,289$8.7M0.23%
107NEXTERA ENERGY INCNEE-PW120,586$8.5M0.23%
108SIMON PPTY GROUP INC NEW82880610951,080$8.5M0.22%
109VICTORY PORTFOLIOS II92647X830241,205$8.3M0.22%
110MERCK & CO INCMRK91,530$8.2M0.22%
111SELECT SECTOR SPDR TR81369Y40741,444$8.2M0.22%
112TJX COS INC NEW87254010967,030$8.2M0.21%
113CAPITAL GRP FIXED INCM ETF T14020Y102360,140$8.1M0.21%
114GE AEROSPACE36960430141,039$8.1M0.21%
115ABBOTT LABSABLZF60,709$8.1M0.21%
116INVESCO ACTIVELY MANAGED EXCIVZ157,941$7.9M0.21%
117PHILIP MORRIS INTL INC71817210949,486$7.9M0.21%
118VANGUARD INDEX FDS92290875135,137$7.8M0.21%
119QUALCOMM INCQCOM50,342$7.7M0.20%
120SELECT SECTOR SPDR TR81369Y85277,355$7.5M0.20%
121FIRST TR EXCH TRADED FD III33739E108422,389$7.4M0.20%
122AMERICAN CENTY ETF TR025072703110,822$7.3M0.19%
123CATERPILLAR INCCAT21,799$7.2M0.19%
124ONEOK INC NEWOKE71,249$7.1M0.19%
125UBER TECHNOLOGIES INCUBER96,491$7.0M0.19%
126SOUTHERN COSOMN75,353$6.9M0.18%
127FIRST TR EXCHANGE-TRADED ALP33737M300100,194$6.9M0.18%
128FIRST TR EXCHANGE-TRADED FD33738D309150,834$6.9M0.18%
129DISNEY WALT CO25468710669,725$6.9M0.18%
130SELECT SECTOR SPDR TR81369Y70452,391$6.9M0.18%
131ALTRIA GROUP INCMO114,212$6.9M0.18%
132AMGEN INCAMGN21,480$6.7M0.18%
133BLACKROCK INCBLK7,063$6.7M0.18%
134HONEYWELL INTL INC43851610631,155$6.6M0.17%
135GOLDMAN SACHS GROUP INCGSCE11,973$6.5M0.17%
136SELECT SECTOR SPDR TR81369Y88682,726$6.5M0.17%
137CONOCOPHILLIPSCOP62,102$6.5M0.17%
138INTUITIVE SURGICAL INCISRG13,150$6.5M0.17%
139J P MORGAN EXCHANGE TRADED F46641Q332112,847$6.4M0.17%
140AMERICAN CENTY ETF TR02507287773,960$6.4M0.17%
141LOCKHEED MARTIN CORPLMT14,367$6.4M0.17%
142VANGUARD CHARLOTTE FDS92203J407130,618$6.4M0.17%
143JONES LANG LASALLE INCJLL25,664$6.4M0.17%
144SPDR S&P 500 ETF TRSPY11,300$6.3M0.17%
145PALO ALTO NETWORKS INCPANW36,678$6.3M0.16%
146FRANKLIN TEMPLETON ETF TRFGDL300,737$6.2M0.16%
147CAPITAL GROUP CORE BALANCED14021D107199,248$6.2M0.16%
148WASTE MGMT INC DEL94106L10926,544$6.1M0.16%
149FIRST TR EXCHANGE TRADED FD33738R70488,965$6.1M0.16%
150WISDOMTREE TRWT135,930$6.0M0.16%
151TRUIST FINL CORP89832Q109144,105$5.9M0.16%
152NEW YORK LIFE INVESTMENTS ET45409B560215,430$5.9M0.16%
153VANGUARD ADMIRAL FDS INC92193282861,278$5.9M0.16%
154WELLS FARGO CO NEW94974610182,050$5.9M0.16%
155BLACKSTONE INCBX41,994$5.9M0.15%
156STARBUCKS CORPSBUX59,768$5.9M0.15%
157AMERICAN EXPRESS COAXP21,600$5.8M0.15%
158ISHARES TR46428788746,097$5.7M0.15%
159SELECT SECTOR SPDR TR81369Y50660,971$5.7M0.15%
160SCHWAB STRATEGIC TR808524300227,107$5.7M0.15%
161L3HARRIS TECHNOLOGIES INCLHX26,606$5.6M0.15%
162FIDELITY COVINGTON TRUST316092360127,983$5.6M0.15%
163BLACKROCK ETF TRUSTBLK113,842$5.6M0.15%
164STRYKER CORPORATIONSYK14,876$5.5M0.15%
165BENTLEY SYS INCBSY140,666$5.5M0.15%
166DUKE ENERGY CORP NEWDUKB45,333$5.5M0.15%
167EMERSON ELEC COEMR50,129$5.5M0.14%
168INNOVATOR ETFS TRUSTINHD147,108$5.5M0.14%
169FIRST TR EXCHANGE-TRADED FD33739Q507156,260$5.5M0.14%
170WISDOMTREE TRWT68,716$5.5M0.14%
171ISHARES TR46428787955,401$5.4M0.14%
172ILLINOIS TOOL WKS INC45230810921,732$5.4M0.14%
173VANECK ETF TRUST92189F429319,061$5.3M0.14%
174ISHARES TR46429B69756,567$5.3M0.14%
175EATON VANCE ENHANCED EQUITYETN281,366$5.3M0.14%
176EMCOR GROUP INCEME14,233$5.3M0.14%
177CAPITAL GROUP DIVIDEND GROWE14021L109169,337$5.2M0.14%
178S&P GLOBAL INCSPGI10,243$5.2M0.14%
179UNITED PARCEL SERVICE INCUPS46,847$5.2M0.14%
180INVESCO EXCH TRADED FD TR IIIVZ68,613$5.1M0.13%
181FIRST TR MORNINGSTAR DIVID L336917109117,577$5.1M0.13%
182VANGUARD INTL EQUITY INDEX F92204274243,840$5.1M0.13%
183VANGUARD WORLD FD92204A50419,167$5.1M0.13%
184J P MORGAN EXCHANGE TRADED F46641Q670107,712$5.1M0.13%
185SNAP ON INCSNA14,886$5.0M0.13%
186ANALOG DEVICES INCADI24,821$5.0M0.13%
187SHERWIN WILLIAMS COSHW13,782$4.8M0.13%
188DBX ETF TR233051283107,748$4.8M0.13%
189INVESCO EXCHANGE TRADED FD TIVZ71,885$4.8M0.13%
190UNION PAC CORPUNP20,181$4.8M0.13%
191VANGUARD INDEX FDS92290851229,665$4.8M0.13%
192VANGUARD WORLD FD92204A40539,815$4.8M0.13%
193WISDOMTREE TRWT57,756$4.7M0.12%
194ISHARES TR46428744049,641$4.7M0.12%
195EATON CORP PLCETN17,367$4.7M0.12%
196FIRST TR EXCHNG TRADED FD VI33740F458125,116$4.7M0.12%
197VANGUARD WORLD FD92204A10814,435$4.7M0.12%
198BRISTOL-MYERS SQUIBB COCELG-RI76,874$4.7M0.12%
199ENTERPRISE PRODS PARTNERS L293792107137,056$4.7M0.12%
200INVESCO EXCH TRADED FD TR IIIVZ167,836$4.7M0.12%
201VANGUARD INDEX FDS92290853818,971$4.6M0.12%
202BOEING COBA-PA26,838$4.6M0.12%
203PFIZER INCPFE180,112$4.6M0.12%
204FIRST TR EXCHANGE-TRADED FD33738D879191,755$4.5M0.12%
205VANGUARD BD INDEX FDS92193783561,669$4.5M0.12%
206MORGAN STANLEYMS-PQ38,775$4.5M0.12%
207J P MORGAN EXCHANGE TRADED F46641Q83787,572$4.4M0.12%
208EATON VANCE ENHANCED EQUITYETN205,343$4.3M0.11%
2093M COMMM29,478$4.3M0.11%
210SPDR SER TR78464A85465,633$4.3M0.11%
211SPDR SER TR78468R52343,346$4.3M0.11%
212INVESCO EXCH TRADED FD TR IIIVZ22,337$4.3M0.11%
213AIR PRODS & CHEMS INCAIIR14,592$4.3M0.11%
214GENERAL DYNAMICS CORPGD15,752$4.3M0.11%
215SCHWAB STRATEGIC TR808524730138,947$4.3M0.11%
216MEDTRONIC PLCMDT47,540$4.3M0.11%
217AFLAC INCAFL38,409$4.3M0.11%
218FIRST TR EXCHNG TRADED FD VI33740F714101,153$4.2M0.11%
219CAPITAL GRP FIXED INCM ETF T14020Y300155,094$4.2M0.11%
220GILEAD SCIENCES INCGILD37,647$4.2M0.11%
221CAPITAL GROUP GLOBAL EQUITY14020R107160,835$4.2M0.11%
222LINDE PLCLIN8,861$4.1M0.11%
223TARGET CORPTGT39,100$4.1M0.11%
224ARK 21SHARES BITCOIN ETFARKB49,475$4.1M0.11%
225VANGUARD BD INDEX FDS92193781952,811$4.0M0.11%
226GLOBAL X FDS37954Y483243,052$4.0M0.11%
227ISHARES TR46434V803111,076$4.0M0.11%
228CHUBB LIMITEDCB13,219$4.0M0.11%
229CUMMINS INCCMI12,521$3.9M0.10%
230VANGUARD MUN BD FDS92290774677,787$3.9M0.10%
231ISHARES TR46434V61383,352$3.8M0.10%
232PEPSICO INCPEP25,600$3.8M0.10%
233VANGUARD WORLD FD92191084029,540$3.8M0.10%
234AMERICAN ELEC PWR CO INC02553710134,539$3.8M0.10%
235ISHARES TR46428772126,832$3.8M0.10%
236PHILLIPS 66PSX30,055$3.7M0.10%
237TRANE TECHNOLOGIES PLCTT10,832$3.6M0.10%
238INVESCO EXCHANGE TRADED FD TIVZ78,987$3.6M0.10%
239TEXAS INSTRS INC88250810420,124$3.6M0.10%
240MONDELEZ INTL INC60920710552,941$3.6M0.09%
241KINDER MORGAN INC DELEP-PC125,327$3.6M0.09%
242SHELL PLCRYDAF48,522$3.6M0.09%
243PACER FDS TR69374H10567,939$3.5M0.09%
244PAYCHEX INCPAYX22,590$3.5M0.09%
245TIDAL ETF TR88636417334,168$3.5M0.09%
246FIRST TR EXCHANGE TRAD FD VI33739H101135,973$3.5M0.09%
247ISHARES TR46428710112,786$3.5M0.09%
248ISHARES TR46428841432,467$3.4M0.09%
249TRACTOR SUPPLY COTSCO61,794$3.4M0.09%
250DIAMOND HILL INVT GROUP INC25264R20723,713$3.4M0.09%
251GLOBAL X FDS37954Y57477,503$3.4M0.09%
252CAPITAL GRP FIXED INCM ETF T14020Y508127,656$3.4M0.09%
253MICROCHIP TECHNOLOGY INC.MCHPP69,275$3.4M0.09%
254PIMCO ETF TR72201R83333,051$3.3M0.09%
255GLOBAL X FDS37954Y47583,797$3.3M0.09%
256PROLOGIS INC.PLDGP29,571$3.3M0.09%
257VANECK ETF TRUST92189F64337,489$3.3M0.09%
258METLIFE INCMET-PF40,937$3.3M0.09%
259HALLIBURTON COHAL128,351$3.3M0.09%
260INVESCO EXCH TRD SLF IDX FDIVZ124,322$3.2M0.09%
261T-MOBILE US INCTMUSZ12,073$3.2M0.08%
262INTUITINTU5,237$3.2M0.08%
263CAPITAL ONE FINL CORP14040H10517,789$3.2M0.08%
264ADVANCED MICRO DEVICES INCAMD31,015$3.2M0.08%
265REPUBLIC SVCS INC76075910013,158$3.2M0.08%
266TAIWAN SEMICONDUCTOR MFG LTD87403910019,152$3.2M0.08%
267RBB FD INC74933W45262,729$3.1M0.08%
268ENERGY TRANSFER L PET-PI166,982$3.1M0.08%
269VANGUARD BD INDEX FDS92193779343,978$3.1M0.08%
270FIRST TR EXCHANGE-TRADED FD33741X10291,582$3.1M0.08%
271PACER FDS TR69374H85781,683$3.1M0.08%
272UNILEVER PLCUNLYF51,168$3.0M0.08%
273NOVO-NORDISK A SNONOF43,856$3.0M0.08%
274MOTOROLA SOLUTIONS INCMSI6,954$3.0M0.08%
275COMCAST CORP NEWCCZ82,361$3.0M0.08%
276SERVICENOW INCNOW3,807$3.0M0.08%
277REGIONS FINANCIAL CORP NEWRF-PF139,412$3.0M0.08%
278ISHARES TR46428876019,673$3.0M0.08%
279COMMERCE BANCSHARES INCCBSH48,319$3.0M0.08%
280PARKER-HANNIFIN CORPPH4,939$3.0M0.08%
281WELLTOWER INCWELL19,532$3.0M0.08%
282ISHARES TR46428751533,623$3.0M0.08%
283PGIM ROCK ETF TR69420N841112,499$3.0M0.08%
284ISHARES GOLD TRIAU50,291$3.0M0.08%
285BLUE OWL CAPITAL CORPORATIONOWL201,207$2.9M0.08%
286BANK NEW YORK MELLON CORP06405810035,062$2.9M0.08%
287STARWOOD PPTY TR INCSTHO148,530$2.9M0.08%
288ZOETIS INCZTS17,806$2.9M0.08%
289CLOROX CO DELCLX19,876$2.9M0.08%
290VANGUARD WORLD FD92204A30622,333$2.9M0.08%
291AMERICAN WTR WKS CO INC NEW03042010319,584$2.9M0.08%
292MATADOR RES COMTDR55,482$2.8M0.07%
293BROADRIDGE FINL SOLUTIONS IN11133T10311,670$2.8M0.07%
294FISERV INCFISV12,770$2.8M0.07%
295VANGUARD INDEX FDS92290865216,367$2.8M0.07%
296NORFOLK SOUTHN CORP65584410811,901$2.8M0.07%
297CITIGROUP INCC-PR39,657$2.8M0.07%
298OCEANEERING INTL INC675232102128,855$2.8M0.07%
299FIRST TR EXCHANGE-TRADED FD33739Q70555,460$2.8M0.07%
300INTERCONTINENTAL EXCHANGE IN45866F10416,124$2.8M0.07%
301FIRST TR EXCHNG TRADED FD VI33740F80563,037$2.8M0.07%
302BROADSTONE NET LEASE INCBNL161,551$2.8M0.07%
303POOL CORPPOOL8,571$2.7M0.07%
304VANGUARD SCOTTSDALE FDS92206C40934,513$2.7M0.07%
305CARVANA COCVNA13,010$2.7M0.07%
306MARSH & MCLENNAN COS INC57174810211,142$2.7M0.07%
307USA COMPRESSION PARTNERS LPUSAC100,724$2.7M0.07%
308TIDAL ETF TR886364603137,843$2.7M0.07%
309CINTAS CORPCTAS13,197$2.7M0.07%
310ALLSTATE CORPALL-PJ13,014$2.7M0.07%
311APPLIED MATLS INC03822210518,455$2.7M0.07%
312WISDOMTREE TRWT44,774$2.7M0.07%
313DEVON ENERGY CORP NEW25179M10370,912$2.7M0.07%
314NIKE INCNKE41,610$2.6M0.07%
315GALLAGHER ARTHUR J & CO3635761097,629$2.6M0.07%
316ASML HOLDING N VASMLF3,951$2.6M0.07%
317APOLLO GLOBAL MGMT INC03769M10619,117$2.6M0.07%
318BECTON DICKINSON & COBDX11,423$2.6M0.07%
319US BANCORP DELUSB-PS61,933$2.6M0.07%
320DEERE & CODE5,522$2.6M0.07%
321UNUM GROUPUNMA31,401$2.6M0.07%
322ROPER TECHNOLOGIES INCROP4,327$2.6M0.07%
323DIGITAL RLTY TR INC25386810317,723$2.5M0.07%
324PIMCO ETF TR72201R78327,101$2.5M0.07%
325CROWDSTRIKE HLDGS INCCRWD7,157$2.5M0.07%
326ISHARES TR46428868780,947$2.5M0.07%
327ISHARES TR46428759813,198$2.5M0.07%
328WEC ENERGY GROUP INCWEC22,651$2.5M0.06%
329ISHARES TR46428737454,115$2.5M0.06%
330SYSCO CORPSYY32,630$2.4M0.06%
331SPDR INDEX SHS FDS78463X88966,955$2.4M0.06%
332FACTSET RESH SYS INC3030751055,306$2.4M0.06%
333CENCORA INCCOR8,654$2.4M0.06%
334INVESCO EXCH TRADED FD TR IIIVZ116,127$2.4M0.06%
335SPDR SER TR78464A76317,450$2.4M0.06%
336ASTRAZENECA PLCAZN32,114$2.4M0.06%
337ISHARES TR46428723454,005$2.4M0.06%
338MARATHON PETE CORPMARA16,054$2.3M0.06%
339VANECK ETF TRUST92189F60131,822$2.3M0.06%
340VANGUARD SCOTTSDALE FDS92206C77150,240$2.3M0.06%
341DUPONT DE NEMOURS INCDD31,153$2.3M0.06%
342TIDAL ETF TR886364280122,971$2.3M0.06%
343FIRST TR EXCHANGE-TRADED FD33738D804120,668$2.3M0.06%
344INTEL CORPINTC99,375$2.3M0.06%
345ISHARES TR46428715018,476$2.3M0.06%
346J P MORGAN EXCHANGE TRADED F46654Q20342,475$2.2M0.06%
347INNOVATOR ETFS TRUSTINHD52,222$2.2M0.06%
348ISHARES TR46434V62135,288$2.2M0.06%
349ENBRIDGE INCENNPF49,103$2.2M0.06%
350J P MORGAN EXCHANGE TRADED F46654Q72436,238$2.2M0.06%
351CARRIER GLOBAL CORPORATIONCARR34,021$2.2M0.06%
352ISHARES TR4642876145,968$2.2M0.06%
353PAYPAL HLDGS INCPYPL32,778$2.1M0.06%
354PACER FDS TR69374H30330,020$2.1M0.06%
355FIDELITY COVINGTON TRUST31609284042,676$2.1M0.06%
356WISDOMTREE TRWT42,508$2.1M0.06%
357COLGATE PALMOLIVE COCL22,408$2.1M0.06%
358PIMCO ETF TR72201R20538,515$2.1M0.05%
359VANGUARD SCOTTSDALE FDS92206C62311,107$2.1M0.05%
360DANAHER CORPORATION23585110210,048$2.1M0.05%
361VICI PPTYS INC92565210962,760$2.0M0.05%
362FIDELITY MERRIMACK STR TR31618830944,514$2.0M0.05%
363SOFI TECHNOLOGIES INCSOFI173,739$2.0M0.05%
364STERIS PLCSTE8,899$2.0M0.05%
365DOMINION ENERGY INCD35,538$2.0M0.05%
366ISHARES TR46428752310,554$2.0M0.05%
367ISHARES TR46428863837,327$2.0M0.05%
368INVESCO ACTIVELY MANAGED EXCIVZ41,767$2.0M0.05%
369WILLIAMS COS INC96945710032,782$2.0M0.05%
370ISHARES TR46435U85353,203$2.0M0.05%
371EDWARDS LIFESCIENCES CORPEW26,909$2.0M0.05%
372ALPS ETF TR00162Q45237,351$1.9M0.05%
373SABINE RTY TR78568810228,424$1.9M0.05%
374THERMO FISHER SCIENTIFIC INCTMO3,822$1.9M0.05%
375KEURIG DR PEPPER INCKDP54,697$1.9M0.05%
376VANECK ETF TRUST92189F10640,595$1.9M0.05%
377ISHARES TR46432F3969,215$1.9M0.05%
378VANGUARD WORLD FD92204A6037,510$1.9M0.05%
379VANGUARD INDEX FDS9229085957,322$1.8M0.05%
380SPDR SER TR78468R62219,317$1.8M0.05%
381ISHARES TR46428858819,591$1.8M0.05%
382GE VERNOVA INCGEV6,009$1.8M0.05%
383NXP SEMICONDUCTORS N VNXPI9,587$1.8M0.05%
384CHIPOTLE MEXICAN GRILL INCCMG36,158$1.8M0.05%
385VANGUARD INDEX FDS9229086377,059$1.8M0.05%
386SEMPRASREA25,231$1.8M0.05%
387SCHWAB STRATEGIC TR80852440967,510$1.8M0.05%
388ADOBE INCADBE4,656$1.8M0.05%
389JANUS DETROIT STR TR47103U88636,317$1.8M0.05%
390MARRIOTT INTL INC NEW5719032027,486$1.8M0.05%
391SMUCKER J M CO83269640515,047$1.8M0.05%
392ARES CAPITAL CORPARCC80,156$1.8M0.05%
393WISDOMTREE TRWT40,524$1.8M0.05%
394GLOBAL X FDS37954Y71561,682$1.8M0.05%
395BLACKROCK ETF TRUST IIBLK33,403$1.7M0.05%
396FIRST TR EXCHANGE-TRADED FD33733E3027,840$1.7M0.05%
397FIRST TR EXCHANGE TRADED FD33738R30879,456$1.7M0.05%
398CORE SCIENTIFIC INC NEW21874A106239,394$1.7M0.05%
399ISHARES TR46428887729,304$1.7M0.05%
400INVESCO EXCHANGE TRADED FD TIVZ16,406$1.7M0.05%
401ISHARES TR46428745720,748$1.7M0.05%
402ROLLINS INCROL31,514$1.7M0.04%
403FORD MTR CO345370860207,001$1.7M0.04%
404TOUCHSTONE ETF TRUST89157W30166,514$1.7M0.04%
405CREDO TECHNOLOGY GROUP HOLDICRDO41,788$1.7M0.04%
406BNY MELLON ETF TRUST09661T10715,758$1.7M0.04%
407ISHARES BITCOIN TRUST ETFIBIT35,749$1.7M0.04%
408PROGRESSIVE CORP7433151035,892$1.7M0.04%
409GENUINE PARTS COGPC13,979$1.7M0.04%
410WISDOMTREE TRWT53,936$1.7M0.04%
411THE CIGNA GROUP1255231004,987$1.6M0.04%
412PRUDENTIAL FINL INCPUKPF14,516$1.6M0.04%
413INNOVATOR ETFS TRUSTINHD43,045$1.6M0.04%
414HILLTOP HOLDINGS INCHTH52,735$1.6M0.04%
415CORNING INCGLW35,020$1.6M0.04%
416KEYSIGHT TECHNOLOGIES INCKEYS10,700$1.6M0.04%
417MICROSTRATEGY INCSTRK5,554$1.6M0.04%
418ROYAL CARIBBEAN GROUPV7780T1037,781$1.6M0.04%
419HEWLETT PACKARD ENTERPRISE CHPE-PC101,423$1.6M0.04%
420CSX CORPCSX53,175$1.6M0.04%
421VERTEX PHARMACEUTICALS INCVRTX3,213$1.6M0.04%
422REALTY INCOME CORPO26,584$1.5M0.04%
423INVESCO EXCH TRADED FD TR IIIVZ15,494$1.5M0.04%
424KIMBERLY-CLARK CORPKMB10,764$1.5M0.04%
425MOODYS CORPMCO3,282$1.5M0.04%
426DIAGEO PLCDGEAF14,575$1.5M0.04%
427INVESCO ACTIVELY MANAGED EXCIVZ33,217$1.5M0.04%
428ISHARES TR46434V87829,775$1.5M0.04%
429ISHARES TR46428724213,883$1.5M0.04%
430INVESCO EXCH TRD SLF IDX FDIVZ28,190$1.5M0.04%
431VANGUARD ADMIRAL FDS INC9219325054,482$1.5M0.04%
432WISDOMTREE TRWT30,239$1.5M0.04%
433VANGUARD WORLD FD9219108737,400$1.5M0.04%
434GLOBAL X FDS37960A43814,797$1.5M0.04%
435HOWMET AEROSPACE INCHWM11,456$1.5M0.04%
436JOHN HANCOCK EXCHANGE TRADED47804J20625,910$1.5M0.04%
437FIRST TR NASDAQ 100 TECH IND3373451028,538$1.5M0.04%
438EOG RES INCEOG11,497$1.5M0.04%
439FIRST TR EXCHANGE TRADED FD33734X18435,846$1.5M0.04%
440FIDELITY COVINGTON TRUST31609A40449,333$1.5M0.04%
441FIRST TR EXCHANGE TRADED FD33734X84623,207$1.5M0.04%
442BROWN FORMAN CORPBF-B42,625$1.4M0.04%
443PROSHARES TR74348A46714,092$1.4M0.04%
444CME GROUP INCCME5,428$1.4M0.04%
445ISHARES TR46428749916,727$1.4M0.04%
446ISHARES TR46428865313,631$1.4M0.04%
447ISHARES SILVER TRSLV45,503$1.4M0.04%
448TRAVELERS COMPANIES INCTRV5,305$1.4M0.04%
449ISHARES TR46428771351,214$1.4M0.04%
450KENVUE INCKVUE58,135$1.4M0.04%
451VANGUARD CALIF TAX FREE FDS92202160514,147$1.4M0.04%
452ISHARES TR46428888513,834$1.4M0.04%
453NASDAQ INCNDAQ18,231$1.4M0.04%
454KRANESHARES TRUST50076730639,576$1.4M0.04%
455WISDOMTREE TRWT12,502$1.4M0.04%
456DOUBLELINE INCOME SOLUTIONSDSL109,074$1.4M0.04%
457RITHM CAPITAL CORPRITM-PF119,667$1.4M0.04%
458FIRST TR EXCH TRADED FD III33739P88933,883$1.4M0.04%
459IQVIA HLDGS INCIQV7,680$1.4M0.04%
460ISHARES TR46429B26758,770$1.4M0.04%
461CAPITAL GROUP CORE EQUITY ET14020V10840,021$1.3M0.04%
462BOSTON SCIENTIFIC CORPBSX13,245$1.3M0.04%
463ARES MANAGEMENT CORPORATIONARES-PB9,104$1.3M0.04%
464FIRST TR EXCH TRADED FD III33739P30127,810$1.3M0.04%
465FIDELITY COVINGTON TRUST31609272561,713$1.3M0.03%
466ISHARES TR46428866111,177$1.3M0.03%
467SHOPIFY INCSHOP13,804$1.3M0.03%
468FIRST TR EXCHANGE TRADED FD33738R11817,867$1.3M0.03%
469ARISTA NETWORKS INCANET16,886$1.3M0.03%
470CORTEVA INCCTVA20,741$1.3M0.03%
471ISHARES TR46428851316,528$1.3M0.03%
472NVIDIA CORPORATIONNVDA12,000$1.3M0.03%
473SPROUTS FMRS MKT INC85208M1028,497$1.3M0.03%
474NORTHROP GRUMMAN CORPNOC2,530$1.3M0.03%
475FREEPORT-MCMORAN INCFCX34,055$1.3M0.03%
476FIRST TR EXCH TRADED FD III33739P10320,060$1.3M0.03%
477SPDR SER TR78468R78829,008$1.3M0.03%
478ISHARES TR46428770510,668$1.3M0.03%
479ISHARES TR46428760615,323$1.3M0.03%
480FIRST TR LRG CP VL ALPHADEX33735J10116,499$1.3M0.03%
481PUBLIC STORAGE OPER COPSA-PS4,218$1.3M0.03%
482CHENIERE ENERGY INCLNG5,400$1.2M0.03%
483DOW INCDOW35,588$1.2M0.03%
484BROWN & BROWN INCBRO9,945$1.2M0.03%
485VULCAN MATLS CO9291601095,280$1.2M0.03%
486EA SERIES TRUST02072L71496,350$1.2M0.03%
487SCHWAB STRATEGIC TR80852480561,949$1.2M0.03%
488CAPITAL GROUP GBL GROWTH EQT14020X10443,174$1.2M0.03%
489WATSCO INCWSO-B2,393$1.2M0.03%
490FIRST TR EXCHANGE-TRADED FD33738D10132,348$1.2M0.03%
491PUBLIC SVC ENTERPRISE GRP IN74457310614,658$1.2M0.03%
492ISHARES TR46428864623,010$1.2M0.03%
493PNC FINL SVCS GROUP INC6934751056,855$1.2M0.03%
494SCHWAB CHARLES CORPSCHW-PJ15,388$1.2M0.03%
495MCKESSON CORPMCK1,776$1.2M0.03%
496INVESCO EXCH TRADED FD TR IIIVZ23,730$1.2M0.03%
497KKR & CO INCKKRT10,089$1.2M0.03%
498FIRST TR EXCHANGE TRADED FD33734X13521,887$1.2M0.03%
499CARDINAL HEALTH INCCAH8,407$1.2M0.03%
500MONSTER BEVERAGE CORP NEWMNST19,778$1.2M0.03%