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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 Q2 2025 · Filed July 25, 2025 · Accession 0001667731-25-000961

Total Value
$5.17B
Positions
1,404
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT413,243$205.6M4.35%
2VANGUARD INDEX FDS922908363256,362$145.6M3.08%
3APPLE INCAAPL664,788$133.1M2.81%
4SPDR S&P 500 ETF TRSPY203,550$125.8M2.66%
5NVIDIA CORPORATIONNVDA713,017$112.6M2.38%
6AMAZON COM INCAMZN438,004$96.1M2.03%
7INVESCO QQQ TRIVZ156,354$86.3M1.82%
8ISHARES TR46428720088,909$55.2M1.17%
9VANGUARD INDEX FDS922908744283,413$50.1M1.06%
10ISHARES TR464287432523,846$46.2M0.98%
11PIMCO ETF TR72201R775490,381$45.2M0.96%
12VANGUARD INDEX FDS922908769147,406$44.8M0.95%
13META PLATFORMS INCMETA59,508$43.9M0.93%
14VANGUARD INDEX FDS92290873699,487$43.6M0.92%
15SPDR GOLD TRGLD134,643$41.0M0.87%
16BERKSHIRE HATHAWAY INC DELBRK-A83,335$40.5M0.86%
17FIRST TR EXCHANGE-TRADED FD33733E104441,872$40.2M0.85%
18ALPHABET INCGOOG226,683$39.9M0.84%
19JPMORGAN CHASE & CO.VYLD133,686$38.8M0.82%
20WALMART INCWMT394,784$38.6M0.82%
21BROADCOM INCAVGO138,815$38.3M0.81%
22FIRST TR EXCHANGE-TRADED FD33739Q200775,525$38.2M0.81%
23SELECT SECTOR SPDR TR81369Y803145,348$36.8M0.78%
24ISHARES TR464287309310,985$34.2M0.72%
25FIRST TR EXCHANGE TRADED FD33738R605576,838$34.2M0.72%
26ISHARES TR46432F842400,763$33.5M0.71%
27VANGUARD SPECIALIZED FUNDS921908844161,657$33.1M0.70%
28WISDOMTREE TRWT378,303$31.7M0.67%
29ISHARES TR464287507498,748$30.9M0.65%
30ISHARES TR464287226280,968$27.9M0.59%
31SCHWAB STRATEGIC TR808524300942,458$27.5M0.58%
32VISA INCV76,781$27.3M0.58%
33SPDR SERIES TRUST78464A409284,256$27.1M0.57%
34ISHARES TR464287465284,971$25.5M0.54%
35PALANTIR TECHNOLOGIES INCPLTR186,280$25.4M0.54%
36HOME DEPOT INCHD69,235$25.4M0.54%
37VANGUARD WORLD FD92191081669,251$25.4M0.54%
38CAPITAL GROUP DIVIDEND VALUE14020W106636,005$25.1M0.53%
39ALPHABET INCGOOG140,320$24.9M0.53%
40VANGUARD SCOTTSDALE FDS92206C870294,731$24.4M0.52%
41EXXON MOBIL CORPXOM224,315$24.2M0.51%
42NETFLIX INCNFLX17,705$23.7M0.50%
43VANECK ETF TRUST92189F643247,757$23.2M0.49%
44ELI LILLY & COLLY29,390$22.9M0.48%
45ORACLE CORPORCL-PD104,166$22.8M0.48%
46ISHARES TR46428768962,968$22.1M0.47%
47VANGUARD INTL EQUITY INDEX F922042858443,983$22.0M0.46%
48TESLA INCTSLA67,018$21.1M0.45%
49VANGUARD WHITEHALL FDS921946406155,159$20.7M0.44%
50PROCTER AND GAMBLE CO742718109125,408$20.0M0.42%
51ISHARES TR464287721114,122$19.8M0.42%
52COSTCO WHSL CORP NEW22160K10519,292$19.1M0.40%
53FIRST TR EXCHANGE-TRADED FD33734H106423,722$18.9M0.40%
54ABBVIE INCABBV101,908$18.9M0.40%
55JOHNSON & JOHNSONJNJ122,127$18.7M0.39%
56ISHARES INC46434G103310,423$18.6M0.39%
57SPDR SERIES TRUST78468R663199,878$18.3M0.39%
58CHEVRON CORP NEWCVX121,789$17.4M0.37%
59ISHARES TR464287457208,636$17.3M0.37%
60FIRST TR EXCHANGE TRADED FD33738R506274,842$17.2M0.36%
61VANGUARD SCOTTSDALE FDS92206C102290,893$17.1M0.36%
62VANGUARD WORLD FD92204A70225,504$16.9M0.36%
63SELECT SECTOR SPDR TR81369Y209125,071$16.9M0.36%
64BERKSHIRE HATHAWAY INC DELBRK-A23$16.8M0.35%
65BANK AMERICA CORP060505104349,871$16.6M0.35%
66SPDR DOW JONES INDL AVERAGE78467X10937,327$16.4M0.35%
67CAPITAL GROUP GROWTH ETF14020G101398,740$16.2M0.34%
68SSGA ACTIVE ETF TR78467V848399,379$16.0M0.34%
69COCA COLA COKO224,276$15.9M0.34%
70VANGUARD TAX-MANAGED FDS921943858277,686$15.8M0.33%
71WISDOMTREE TRWT311,914$15.7M0.33%
72VANGUARD INDEX FDS92290862955,852$15.6M0.33%
73ISHARES TR464287671102,024$15.3M0.32%
74INVESCO EXCH TRADED FD TR IIIVZ135,238$15.2M0.32%
75CISCO SYS INCCSCO214,491$14.9M0.31%
76INVESCO EXCHANGE TRADED FD TIVZ81,721$14.9M0.31%
77SELECT SECTOR SPDR TR81369Y605279,511$14.6M0.31%
78INTERNATIONAL BUSINESS MACHSINTR49,636$14.6M0.31%
79ISHARES TR464287804133,545$14.6M0.31%
80JANUS DETROIT STR TR47103U845284,624$14.4M0.31%
81ISHARES TR464287440150,703$14.4M0.31%
82VANECK ETF TRUST92189F67651,010$14.2M0.30%
83VANECK ETF TRUST92189F106271,623$14.1M0.30%
84ISHARES TR46436E718140,007$14.1M0.30%
85VANGUARD BD INDEX FDS921937827171,877$13.5M0.29%
86MASTERCARD INCORPORATEDMA23,939$13.5M0.28%
87ISHARES TR46428765561,159$13.2M0.28%
88ISHARES TR46432F33970,334$12.9M0.27%
89PEPSICO INCPEP96,495$12.7M0.27%
90SCHWAB STRATEGIC TR808524797466,646$12.4M0.26%
91AMPLIFY ETF TR032108607215,107$12.3M0.26%
92PACER FDS TR69374H881222,503$12.3M0.26%
93ISHARES TR464287663127,763$12.1M0.26%
94CAPITAL GROUP CORE BALANCED14021D107355,793$11.9M0.25%
95SELECT SECTOR SPDR TR81369Y308146,137$11.8M0.25%
96MCDONALDS CORPMCD40,488$11.8M0.25%
97FIRST TR EXCHANGE-TRADED FD33739Q507304,201$11.8M0.25%
98AUTOMATIC DATA PROCESSING INADP37,913$11.7M0.25%
99DUTCH BROS INCBROS170,901$11.7M0.25%
100AT&T INCT-PC401,469$11.6M0.25%
101SCHWAB STRATEGIC TR808524201458,386$11.2M0.24%
102VERIZON COMMUNICATIONS INCVZ250,246$10.8M0.23%
103ISHARES TR46428740855,158$10.8M0.23%
104SELECT SECTOR SPDR TR81369Y85297,421$10.6M0.22%
105VANGUARD INDEX FDS92290875144,605$10.6M0.22%
106SALESFORCE INCCRM64,633$10.6M0.22%
107UBER TECHNOLOGIES INCUBER112,576$10.5M0.22%
108FIDELITY COVINGTON TRUST31609A404315,511$10.5M0.22%
109FIRST TR EXCHANGE-TRADED FD33738D796500,123$10.5M0.22%
110NEXTERA ENERGY INCNEE-PW149,021$10.3M0.22%
111RTX CORPORATIONRTX69,419$10.1M0.21%
112GE AEROSPACE36960430139,210$9.9M0.21%
113VANGUARD INDEX FDS92290861150,710$9.9M0.21%
114DBX ETF TR233051200221,229$9.7M0.20%
115INTUITIVE SURGICAL INCISRG17,787$9.7M0.20%
116INVESCO EXCH TRADED FD TR IIIVZ42,251$9.6M0.20%
117LOWES COS INC54866110743,170$9.6M0.20%
118ABBOTT LABSABLZF70,394$9.6M0.20%
119GOLDMAN SACHS GROUP INCGSCE13,526$9.6M0.20%
120SPDR SERIES TRUST78464A508181,031$9.5M0.20%
121ISHARES TR46435G409283,153$9.3M0.20%
122SELECT SECTOR SPDR TR81369Y40742,603$9.3M0.20%
123SPDR INDEX SHS FDS78463X533242,807$9.3M0.20%
124VANGUARD BD INDEX FDS921937835124,802$9.2M0.19%
125PHILIP MORRIS INTL INC71817210950,012$9.1M0.19%
126PALO ALTO NETWORKS INCPANW44,266$9.1M0.19%
127ACCENTURE PLC IRELANDACN30,212$9.0M0.19%
128DISNEY WALT CO25468710672,707$9.0M0.19%
129CATERPILLAR INCCAT23,037$8.9M0.19%
130STARBUCKS CORPSBUX96,153$8.8M0.19%
131HONEYWELL INTL INC43851610637,100$8.6M0.18%
132TJX COS INC NEW87254010969,813$8.6M0.18%
133CAPITAL GRP FIXED INCM ETF T14020Y102382,594$8.6M0.18%
134J P MORGAN EXCHANGE TRADED F46641Q332151,033$8.6M0.18%
135SPDR S&P 500 ETF TRSPY13,700$8.5M0.18%
136PIMCO ETF TR72201R83383,926$8.4M0.18%
137VICTORY PORTFOLIOS II92647X830238,384$8.4M0.18%
138FIRST TR EXCHNG TRADED FD VI33740F755264,554$8.4M0.18%
139QUALCOMM INCQCOM52,562$8.4M0.18%
140CROWDSTRIKE HLDGS INCCRWD15,888$8.1M0.17%
141ARK ETF TR00214Q104113,347$8.0M0.17%
142BLACKROCK INCBLK7,586$8.0M0.17%
143INVESCO ACTIVELY MANAGED EXCIVZ158,394$7.9M0.17%
144FIRST TR EXCHANGE-TRADED ALP33737M30099,235$7.9M0.17%
145ISHARES TR46429B69783,985$7.9M0.17%
146UNITEDHEALTH GROUP INCUNH24,910$7.8M0.16%
147SOUTHERN COSOMN81,840$7.5M0.16%
148VANGUARD CHARLOTTE FDS92203J407151,522$7.5M0.16%
149ALTRIA GROUP INCMO127,106$7.5M0.16%
150EMCOR GROUP INCEME13,821$7.4M0.16%
151WISDOMTREE TRWT163,416$7.4M0.16%
152AMERICAN CENTY ETF TR02507287780,679$7.3M0.16%
153AMERICAN CENTY ETF TR02507270399,150$7.3M0.16%
154MERCK & CO INCMRK92,558$7.3M0.15%
155INVESCO EXCHANGE TRADED FD TIVZ140,585$7.3M0.15%
156BOEING COBA-PA34,380$7.2M0.15%
157SELECT SECTOR SPDR TR81369Y70448,814$7.2M0.15%
158L3HARRIS TECHNOLOGIES INCLHX28,668$7.2M0.15%
159AMGEN INCAMGN25,465$7.1M0.15%
160SIMON PPTY GROUP INC NEW82880610943,850$7.0M0.15%
161VANGUARD ADMIRAL FDS INC92193282869,508$7.0M0.15%
162AMERICAN EXPRESS COAXP22,039$7.0M0.15%
163FRANKLIN TEMPLETON ETF TRFGDL339,010$7.0M0.15%
164BLACKSTONE INCBX46,390$6.9M0.15%
165JONES LANG LASALLE INCJLL27,032$6.9M0.15%
166SPDR SERIES TRUST78464A85495,030$6.9M0.15%
167EATON CORP PLCETN19,279$6.9M0.15%
168FIRST TR EXCHNG TRADED FD VI33740F458178,701$6.8M0.14%
169FIRST TR EXCHANGE-TRADED ALP33734Y10970,057$6.8M0.14%
170LOCKHEED MARTIN CORPLMT14,688$6.8M0.14%
171WELLS FARGO CO NEW94974610184,754$6.8M0.14%
172BENTLEY SYS INCBSY125,669$6.8M0.14%
173PACER FDS TR69374H105133,377$6.8M0.14%
174ISHARES TR46428788750,809$6.8M0.14%
175EMERSON ELEC COEMR50,283$6.7M0.14%
176VANGUARD INTL EQUITY INDEX F92204274252,094$6.7M0.14%
177NEW YORK LIFE INVESTMENTS ET45409B560222,496$6.6M0.14%
178WISDOMTREE TRWT124,271$6.5M0.14%
179WASTE MGMT INC DEL94106L10928,393$6.5M0.14%
180BLACKROCK ETF TRUSTBLK116,495$6.3M0.13%
181FIDELITY COVINGTON TRUST316092360127,785$6.2M0.13%
182CONOCOPHILLIPSCOP69,265$6.2M0.13%
183TRUIST FINL CORP89832Q109144,441$6.2M0.13%
184STRYKER CORPORATIONSYK15,626$6.2M0.13%
185INNOVATOR ETFS TRUSTINHD155,302$6.1M0.13%
186ANALOG DEVICES INCADI25,433$6.1M0.13%
187DUKE ENERGY CORP NEWDUKB51,086$6.0M0.13%
188CAPITAL GROUP DIVIDEND GROWE14021L109178,946$6.0M0.13%
189ISHARES GOLD TRIAU96,166$6.0M0.13%
190EATON VANCE ENHANCED EQUITYETN284,773$6.0M0.13%
191SELECT SECTOR SPDR TR81369Y88672,642$5.9M0.13%
192ISHARES TR46428866149,408$5.9M0.12%
193GILEAD SCIENCES INCGILD52,811$5.9M0.12%
194MORGAN STANLEYMS-PQ41,400$5.8M0.12%
195SMURFIT WESTROCK PLCSW134,720$5.8M0.12%
196VANGUARD INDEX FDS92290853820,132$5.7M0.12%
197DBX ETF TR233051283126,165$5.7M0.12%
198WISDOMTREE TRWT66,046$5.7M0.12%
199TAIWAN SEMICONDUCTOR MFG LTD87403910025,148$5.7M0.12%
200S&P GLOBAL INCSPGI10,778$5.7M0.12%
201FIRST TR EXCHANGE-TRADED FD33738D879228,560$5.6M0.12%
202CHUBB LIMITEDCB19,323$5.6M0.12%
203ONEOK INC NEWOKE68,475$5.6M0.12%
204GENERAL DYNAMICS CORPGD18,841$5.5M0.12%
205VANECK ETF TRUST92189F429318,686$5.5M0.12%
206ILLINOIS TOOL WKS INC45230810922,045$5.5M0.12%
207TRANE TECHNOLOGIES PLCTT12,410$5.4M0.11%
208PARKER-HANNIFIN CORPPH7,558$5.3M0.11%
209VANGUARD INDEX FDS92290851231,906$5.2M0.11%
210INVESCO ACTIVELY MANAGED EXCIVZ208,376$5.2M0.11%
211UNION PAC CORPUNP22,684$5.2M0.11%
212CAPITAL GRP FIXED INCM ETF T14020Y300188,553$5.2M0.11%
213ADVANCED MICRO DEVICES INCAMD36,272$5.1M0.11%
214INVESCO EXCH TRADED FD TR IIIVZ186,626$5.1M0.11%
215ISHARES BITCOIN TRUST ETFIBIT83,646$5.1M0.11%
216VANGUARD WORLD FD92204A10814,104$5.1M0.11%
217SPDR SERIES TRUST78468R52351,347$5.1M0.11%
218ISHARES TR46428876026,997$5.1M0.11%
219FIRST TR EXCHANGE-TRADED FD33738D788240,946$5.1M0.11%
220VANGUARD WORLD FD92204A40539,765$5.1M0.11%
221SHERWIN WILLIAMS COSHW14,734$5.1M0.11%
222J P MORGAN EXCHANGE TRADED F46641Q83799,622$5.0M0.11%
223INVESCO EXCH TRADED FD TR IIIVZ69,127$5.0M0.11%
224WISDOMTREE TRWT59,867$4.9M0.10%
225SELECT SECTOR SPDR TR81369Y50657,720$4.9M0.10%
226EATON VANCE ENHANCED EQUITYETN201,832$4.9M0.10%
227CAPITAL GROUP GLOBAL EQUITY14020R107167,350$4.9M0.10%
228VANGUARD BD INDEX FDS92193781963,006$4.9M0.10%
229PFIZER INCPFE200,775$4.9M0.10%
230FIRST TR EXCHANGE-TRADED FD336917109115,152$4.8M0.10%
231UNITED PARCEL SERVICE INCUPS47,355$4.8M0.10%
232ISHARES TR46428710115,663$4.8M0.10%
233VANGUARD MUN BD FDS92290774697,027$4.8M0.10%
234SCHWAB STRATEGIC TR808524730142,948$4.7M0.10%
235TARGET CORPTGT47,657$4.7M0.10%
236LINDE PLCLIN10,001$4.7M0.10%
237J P MORGAN EXCHANGE TRADED F46641Q67098,963$4.7M0.10%
238MEDTRONIC PLCMDT52,948$4.6M0.10%
239SNAP ON INCSNA14,792$4.6M0.10%
240ARK 21SHARES BITCOIN ETFARKB127,579$4.6M0.10%
241TEXAS INSTRS INC88250810421,923$4.6M0.10%
242FIRST TR EXCHANGE-TRADED FD33741X102127,681$4.5M0.10%
243CARVANA COCVNA13,208$4.5M0.09%
244TIDAL TRUST I88636417337,638$4.4M0.09%
245ISHARES TR46434V61395,253$4.4M0.09%
246INTUITINTU5,585$4.4M0.09%
2473M COMMM28,752$4.4M0.09%
248ENTERPRISE PRODS PARTNERS L293792107140,631$4.4M0.09%
249VANGUARD WORLD FD92204A50417,468$4.3M0.09%
250SERVICENOW INCNOW4,206$4.3M0.09%
251SPOTIFY TECHNOLOGY S ASPOT5,627$4.3M0.09%
252ISHARES TR46432F39617,914$4.3M0.09%
253NIKE INCNKE60,438$4.3M0.09%
254CUMMINS INCCMI12,971$4.2M0.09%
255ISHARES TR46428759821,768$4.2M0.09%
256CAPITAL ONE FINL CORP14040H10519,819$4.2M0.09%
257AFLAC INCAFL39,847$4.2M0.09%
258AIR PRODS & CHEMS INCAIIR14,843$4.2M0.09%
259INVESCO EXCH TRD SLF IDX FDIVZ71,733$4.1M0.09%
260PGIM ETF TR69344A83480,313$4.1M0.09%
261NOVO-NORDISK A SNONOF59,441$4.1M0.09%
262PROLOGIS INC.PLDGP38,815$4.1M0.09%
263CORE SCIENTIFIC INC NEW21874A106238,763$4.1M0.09%
264J P MORGAN EXCHANGE TRADED F46654Q20373,713$4.0M0.08%
265FIRST TR EXCHNG TRADED FD VI33740F71488,315$4.0M0.08%
266ENERGY TRANSFER L PET-PI218,658$4.0M0.08%
267ISHARES TR46428841437,825$4.0M0.08%
268ISHARES TR46428787939,692$3.9M0.08%
269GLOBAL X FDS37954Y483235,747$3.9M0.08%
270FIRST TR EXCH TRADED FD III33739E108219,732$3.9M0.08%
271BRISTOL-MYERS SQUIBB COCELG-RI84,452$3.9M0.08%
272GE VERNOVA INCGEV7,384$3.9M0.08%
273VANGUARD WORLD FD92191084029,747$3.9M0.08%
274CITIGROUP INCC-PR45,353$3.9M0.08%
275REPUBLIC SVCS INC76075910015,550$3.8M0.08%
276AMERICAN ELEC PWR CO INC02553710136,935$3.8M0.08%
277MICROSTRATEGY INCSTRK9,411$3.8M0.08%
278ISHARES TR46434V80399,074$3.8M0.08%
279ISHARES TR46428751534,308$3.8M0.08%
280DEERE & CODE7,383$3.8M0.08%
281ASML HOLDING N VASMLF4,618$3.7M0.08%
282PAYCHEX INCPAYX25,387$3.7M0.08%
283PHILLIPS 66PSX30,713$3.7M0.08%
284ADOBE INCADBE9,423$3.6M0.08%
285CINTAS CORPCTAS16,191$3.6M0.08%
286DIAMOND HILL INVT GROUP INC25264R20724,813$3.6M0.08%
287MONDELEZ INTL INC60920710553,434$3.6M0.08%
288DIGITAL RLTY TR INC25386810320,611$3.6M0.08%
289KINDER MORGAN INC DELEP-PC121,776$3.6M0.08%
290SHELL PLCRYDAF50,476$3.6M0.08%
291RBB FD INC74933W45270,214$3.5M0.07%
292CME GROUP INCCME12,626$3.5M0.07%
293T-MOBILE US INCTMUSZ14,562$3.5M0.07%
294VANECK ETF TRUST92189F60131,135$3.5M0.07%
295VANGUARD INDEX FDS92290865217,809$3.4M0.07%
296CAPITAL GRP FIXED INCM ETF T14020Y508130,444$3.4M0.07%
297CAPITAL GROUP CORE EQUITY ET14020V10892,317$3.4M0.07%
298PEPSICO INCPEP25,600$3.4M0.07%
299VANGUARD BD INDEX FDS92193779348,494$3.4M0.07%
300FIRST TR EXCHANGE TRAD FD VI33739H101135,707$3.3M0.07%
301STARWOOD PPTY TR INCSTHO166,579$3.3M0.07%
302BLUE OWL CAPITAL CORPORATIONOWL231,992$3.3M0.07%
303COMCAST CORP NEWCCZ93,045$3.3M0.07%
304MOTOROLA SOLUTIONS INCMSI7,857$3.3M0.07%
305CREDO TECHNOLOGY GROUP HOLDICRDO35,657$3.3M0.07%
306METLIFE INCMET-PF40,989$3.3M0.07%
307FIRST TR EXCHANGE-TRADED FD33738D40878,695$3.3M0.07%
308ZOETIS INCZTS20,997$3.3M0.07%
309GLOBAL X FDS37954Y57473,109$3.3M0.07%
310INVESCO EXCHANGE TRADED FD TIVZ80,030$3.3M0.07%
311INVESCO EXCH TRADED FD TR IIIVZ155,923$3.3M0.07%
312UNILEVER PLCUNLYF53,126$3.2M0.07%
313SPDR SERIES TRUST78464A76323,637$3.2M0.07%
314SEA LTDSE19,998$3.2M0.07%
315TRACTOR SUPPLY COTSCO60,469$3.2M0.07%
316GLOBAL X FDS37954Y47581,800$3.2M0.07%
317INTERCONTINENTAL EXCHANGE IN45866F10417,316$3.2M0.07%
318INVESCO EXCH TRD SLF IDX FDIVZ118,945$3.2M0.07%
319NORFOLK SOUTHN CORP65584410812,354$3.2M0.07%
320HALLIBURTON COHAL155,057$3.2M0.07%
321BLACKROCK ETF TRUST IIBLK59,756$3.2M0.07%
322ISHARES TR46428887749,623$3.2M0.07%
323MICROCHIP TECHNOLOGY INC.MCHPP44,642$3.1M0.07%
324ISHARES TR46428723462,919$3.0M0.06%
325WELLTOWER INCWELL19,725$3.0M0.06%
326FIRST TR EXCHANGE-TRADED FD33739Q70561,331$3.0M0.06%
327ISHARES TR46435U85380,052$3.0M0.06%
328PGIM ROCK ETF TR69420N841103,702$3.0M0.06%
329ISHARES TR46428868796,260$3.0M0.06%
330WEC ENERGY GROUP INCWEC28,299$2.9M0.06%
331OCEANEERING INTL INC675232102141,837$2.9M0.06%
332FIRST TR EXCHANGE TRADED FD33734X84638,742$2.9M0.06%
333PAYPAL HLDGS INCPYPL39,387$2.9M0.06%
334NXP SEMICONDUCTORS N VNXPI13,314$2.9M0.06%
335BROADRIDGE FINL SOLUTIONS IN11133T10311,901$2.9M0.06%
336ISHARES TR46428858830,785$2.9M0.06%
337COMMERCE BANCSHARES INCCBSH46,199$2.9M0.06%
338CHIPOTLE MEXICAN GRILL INCCMG51,097$2.9M0.06%
339BANK NEW YORK MELLON CORP06405810031,343$2.9M0.06%
340RBB FD INC74933W18997,048$2.9M0.06%
341SOFI TECHNOLOGIES INCSOFI156,682$2.9M0.06%
342US BANCORP DELUSB-PS62,934$2.8M0.06%
343PACER FDS TR69374H85771,454$2.8M0.06%
344PALOMAR HLDGS INCPLMR18,440$2.8M0.06%
345FIRST TR EXCHANGE-TRADED FD33738D30961,759$2.8M0.06%
346REGIONS FINANCIAL CORP NEWRF-PF120,480$2.8M0.06%
347ISHARES TR4642876146,671$2.8M0.06%
348APOLLO GLOBAL MGMT INC03769M10619,927$2.8M0.06%
349CENCORA INCCOR9,421$2.8M0.06%
350FIDELITY MERRIMACK STR TR31618830961,365$2.8M0.06%
351FIRST TR EXCHNG TRADED FD VI33740F80563,748$2.8M0.06%
352MARSH & MCLENNAN COS INC57174810212,793$2.8M0.06%
353VANGUARD SCOTTSDALE FDS92206C77160,231$2.8M0.06%
354INVESCO EXCHANGE TRADED FD TIVZ39,096$2.8M0.06%
355ALLSTATE CORPALL-PJ13,801$2.8M0.06%
356VANGUARD WORLD FD92204A30622,974$2.7M0.06%
357AMERICAN WTR WKS CO INC NEW03042010319,539$2.7M0.06%
358VANGUARD SCOTTSDALE FDS92206C40934,124$2.7M0.06%
359WISDOMTREE TRWT55,461$2.7M0.06%
360MATADOR RES COMTDR55,776$2.7M0.06%
361PIMCO ETF TR72201R78327,945$2.7M0.06%
362ISHARES TR46428715019,333$2.6M0.06%
363MARATHON PETE CORPMARA15,692$2.6M0.06%
364CAPITAL GROUP EQUITY ETF TR14022A10296,946$2.6M0.06%
365SPDR INDEX SHS FDS78463X88964,339$2.6M0.06%
366CARRIER GLOBAL CORPORATIONCARR35,524$2.6M0.05%
367NASDAQ INCNDAQ29,002$2.6M0.05%
368SYSCO CORPSYY33,654$2.5M0.05%
369ASTRAZENECA PLCAZN36,442$2.5M0.05%
370WISDOMTREE TRWT22,253$2.5M0.05%
371UNUM GROUPUNMA31,415$2.5M0.05%
372INVESCO ACTIVELY MANAGED EXCIVZ53,933$2.5M0.05%
373WILLIAMS COS INC96945710040,246$2.5M0.05%
374ISHARES TR46428752310,551$2.5M0.05%
375POOL CORPPOOL8,571$2.5M0.05%
376DIMENSIONAL ETF TRUST25434V20372,249$2.5M0.05%
377GALLAGHER ARTHUR J & CO3635761097,783$2.5M0.05%
378ROPER TECHNOLOGIES INCROP4,393$2.5M0.05%
379VANGUARD SCOTTSDALE FDS92206C62311,939$2.5M0.05%
380FIRST TR EXCHANGE-TRADED FD33738D804128,114$2.4M0.05%
381USA COMPRESSION PARTNERS LPUSAC100,724$2.4M0.05%
382VANGUARD INDEX FDS9229086378,532$2.4M0.05%
383FACTSET RESH SYS INC3030751055,425$2.4M0.05%
384ISHARES ETHEREUM TR46438R105126,729$2.4M0.05%
385CLOROX CO DELCLX20,108$2.4M0.05%
386WISDOMTREE TRWT37,643$2.4M0.05%
387INTEL CORPINTC106,812$2.4M0.05%
388VICI PPTYS INC92565210973,310$2.4M0.05%
389EDWARDS LIFESCIENCES CORPEW30,390$2.4M0.05%
390BECTON DICKINSON & COBDX13,742$2.4M0.05%
391ISHARES TR46434V62137,006$2.4M0.05%
392SCHWAB STRATEGIC TR80852440985,277$2.4M0.05%
393ENBRIDGE INCENNPF51,635$2.3M0.05%
394J P MORGAN EXCHANGE TRADED F46641Q16735,495$2.3M0.05%
395VANGUARD INDEX FDS9229085958,334$2.3M0.05%
396CAPITAL GROUP GBL GROWTH EQT14020X10471,495$2.3M0.05%
397ISHARES SILVER TRSLV69,384$2.3M0.05%
398DANAHER CORPORATION23585110211,459$2.3M0.05%
399COLGATE PALMOLIVE COCL24,857$2.3M0.05%
400STERIS PLCSTE9,365$2.2M0.05%
401FISERV INCFISV12,961$2.2M0.05%
402RAYMOND JAMES FINL INC75473010914,473$2.2M0.05%
403MICRON TECHNOLOGY INCMU17,968$2.2M0.05%
404ISHARES TR46434V87843,535$2.2M0.05%
405MARRIOTT INTL INC NEW5719032028,079$2.2M0.05%
406DUPONT DE NEMOURS INCDD32,162$2.2M0.05%
407WISDOMTREE TRWT50,508$2.2M0.05%
408PIMCO ETF TR72201R20540,636$2.2M0.05%
409VULCAN MATLS CO9291601098,362$2.2M0.05%
410T ROWE PRICE ETF INC87283Q86761,446$2.2M0.05%
411ALPS ETF TR00162Q45244,251$2.2M0.05%
412ISHARES TR46428724219,655$2.2M0.05%
413AXON ENTERPRISE INCAXON2,590$2.1M0.05%
414PROSHARES TR74348A46721,226$2.1M0.05%
415ISHARES TR46428863840,075$2.1M0.05%
416FIRST TR EXCHANGE TRADED FD33738R30893,363$2.1M0.05%
417DELTA AIR LINES INC DELDAL43,241$2.1M0.04%
418APPLIED MATLS INC03822210511,603$2.1M0.04%
419WISDOMTREE TRWT61,603$2.1M0.04%
420SPROTT PHYSICAL GOLD & SILVESII69,980$2.1M0.04%
421FIRST TR EXCH TRADED FD III33739P20272,667$2.1M0.04%
422FIRST TR EXCHANGE-TRADED FD33733E3027,786$2.1M0.04%
423FREEPORT-MCMORAN INCFCX48,088$2.1M0.04%
424DEVON ENERGY CORP NEW25179M10365,470$2.1M0.04%
425ISHARES TR46428865320,333$2.1M0.04%
426JOHN HANCOCK EXCHANGE TRADED47804J20633,690$2.1M0.04%
427PACER FDS TR69374H30328,551$2.0M0.04%
428BROADSTONE NET LEASE INCBNL126,199$2.0M0.04%
429VANGUARD WORLD FD92204A6037,230$2.0M0.04%
430BNY MELLON ETF TRUST09661T10716,918$2.0M0.04%
431DIMENSIONAL ETF TRUST25434V50031,416$2.0M0.04%
432PUBLIC STORAGE OPER COPSA-PS6,813$2.0M0.04%
433SCHWAB STRATEGIC TR80852480589,845$2.0M0.04%
434FORD MTR CO345370860220,087$2.0M0.04%
435INVESCO EXCH TRADED FD TR IIIVZ18,833$2.0M0.04%
436OKLO INCOKLO34,572$1.9M0.04%
437J P MORGAN EXCHANGE TRADED F46641Q11832,626$1.9M0.04%
438VANGUARD WORLD FD9219108738,553$1.9M0.04%
439SEMPRASREA25,370$1.9M0.04%
440KEYSIGHT TECHNOLOGIES INCKEYS11,713$1.9M0.04%
441ABBVIE INCABBV10,300$1.9M0.04%
442BLUE OWL CAPITAL INCOWL99,007$1.9M0.04%
443ROYAL CARIBBEAN GROUPV7780T1036,063$1.9M0.04%
444FIDELITY COVINGTON TRUST31609284036,454$1.9M0.04%
445J P MORGAN EXCHANGE TRADED F46654Q72430,302$1.9M0.04%
446BOOKING HOLDINGS INCBKNG327$1.9M0.04%
447DELL TECHNOLOGIES INCDELL15,450$1.9M0.04%
448WISDOMTREE TRWT36,870$1.9M0.04%
449CORTEVA INCCTVA25,309$1.9M0.04%
450LEGG MASON ETF INVT52468L50557,675$1.9M0.04%
451VANGUARD INTL EQUITY INDEX F92204277527,815$1.9M0.04%
452SPDR SERIES TRUST78468R62219,128$1.9M0.04%
453THERMO FISHER SCIENTIFIC INCTMO4,570$1.9M0.04%
454ROLLINS INCROL32,632$1.8M0.04%
455AMPHENOL CORP NEW03209510118,538$1.8M0.04%
456ISHARES TR46428888516,295$1.8M0.04%
457ARES CAPITAL CORPARCC82,941$1.8M0.04%
458INVESCO EXCHANGE TRADED FD TIVZ16,622$1.8M0.04%
459JANUS DETROIT STR TR47103U88636,844$1.8M0.04%
460ARISTA NETWORKS INCANET17,304$1.8M0.04%
461CSX CORPCSX53,873$1.8M0.04%
462FIRST TR EXCHANGE-TRADED FD3373451028,251$1.8M0.04%
463GENUINE PARTS COGPC14,328$1.7M0.04%
464EQUINIX INCEQIX2,179$1.7M0.04%
465ISHARES TR46428986728,137$1.7M0.04%
466INNOVATOR ETFS TRUSTINHD43,295$1.7M0.04%
467MOODYS CORPMCO3,419$1.7M0.04%
468KLA CORPKLAC1,910$1.7M0.04%
469NORTHERN LTS FD TR IIINTRSO45,709$1.7M0.04%
470SABINE RTY TR78568810225,355$1.7M0.04%
471PROGRESSIVE CORP7433151036,285$1.7M0.04%
472THE CIGNA GROUP1255231005,068$1.7M0.04%
473SHOPIFY INCSHOP14,521$1.7M0.04%
474DOMINION ENERGY INCD29,580$1.7M0.04%
475DIAGEO PLCDGEAF16,460$1.7M0.04%
476SCHWAB CHARLES CORPSCHW-PJ18,168$1.7M0.04%
477TOUCHSTONE ETF TRUST89157W30165,370$1.7M0.04%
478FIRST TR EXCHANGE TRADED FD33737A10811,732$1.6M0.03%
479APPLOVIN CORPAPP4,646$1.6M0.03%
480BOSTON SCIENTIFIC CORPBSX15,084$1.6M0.03%
481ISHARES TR46428748111,583$1.6M0.03%
482VANGUARD ADMIRAL FDS INC9219325054,048$1.6M0.03%
483FIRST TR HIGH YIELD OPPRT 2033741Q107107,885$1.6M0.03%
484HILLTOP HOLDINGS INCHTH52,735$1.6M0.03%
485UNDER ARMOUR INCUA246,519$1.6M0.03%
486ISHARES TR46428749917,341$1.6M0.03%
487KIMBERLY-CLARK CORPKMB12,355$1.6M0.03%
488FIRST TR EXCHANGE TRADED FD33738R70419,530$1.6M0.03%
489KENVUE INCKVUE75,883$1.6M0.03%
490TRAVELERS COMPANIES INCTRV5,927$1.6M0.03%
491INVESCO EXCH TRADED FD TR IIIVZ33,074$1.6M0.03%
492LAM RESEARCH CORPLRCX16,090$1.6M0.03%
493ROBINHOOD MKTS INC77070010216,698$1.6M0.03%
494MARVELL TECHNOLOGY INCMRVL20,048$1.6M0.03%
495FIRST TR EXCHANGE TRADED FD33738R11817,194$1.6M0.03%
496WISDOMTREE TRWT30,801$1.5M0.03%
497FIRST TR EXCHANGE TRADED FD33738R40778,697$1.5M0.03%
498ISHARES TR46429B68918,201$1.5M0.03%
499ISHARES TR46428771351,233$1.5M0.03%
500GLOBAL X FDS37960A43814,986$1.5M0.03%