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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

Financial Gravity Asset Management, Inc.

Quarter ended Q4 2023 · Filed November 16, 2023 · Accession 0001683168-23-008208

Total Value
$9.07B
Positions
57,510
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS641069406690$95.0M1.99%
2GLOBAL X FDS37960A669666$94.9M1.99%
3Margin Balance0000000na0$94.8M1.99%
4DBX ETF TR2330514328,557$94.6M1.99%
5Margin Balance0000000na0$94.6M1.99%
6ISHARES TR46429B747217$94.5M1.98%
7SPDR SER TR78464A409350$94.5M1.98%
8COCA COLA COKO92$94.5M1.98%
9Cash Balance0000000na0$94.3M1.98%
10Cash Balance0000000na0$94.1M1.97%
11JPMORGAN CHASE & COVYLD1,295$93.6M1.97%
12SPDR SER TR78468R85370$92.6M1.94%
13APPLE INCAAPL28$92.5M1.94%
14Margin Balance0000000na0$91.9M1.93%
15SPDR SER TR78468R853608$91.5M1.92%
16Margin Balance0000000na0$91.5M1.92%
17NOVO-NORDISK A SNONOF331$48.6M1.02%
18META PLATFORMS INCMETA8$48.4M1.02%
19DISNEY WALT CO25468710699$48.4M1.02%
20BERKSHIRE HATHAWAY INC DELBRK-A9$48.4M1.02%
21Margin Balance0000000na0$48.2M1.01%
22VANGUARD WHITEHALL FDS921946885912$48.2M1.01%
23ASML HOLDING N VASMLF30$48.0M1.01%
24Cash Balance0000000na0$47.9M1.01%
25ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS00687A10728$47.8M1.00%
26BNP PARIBAS MEDIUM0 24F DUE 11/04/2405592QGU340,000$47.0M0.99%
27VANGUARD TOTAL STOCK MKT IDX ADM9229087284,051$46.8M0.98%
28TESLA INCTSLA38$46.7M0.98%
29Cash Balance0000000na0$46.5M0.98%
30PROCTER AND GAMBLE CO7427181096$46.5M0.98%
31SPDR SER TR78468R788663$46.3M0.97%
32MMF Balance0000000na0$13.8M0.29%
33Cash Balance0000000na0$13.8M0.29%
34IMPAX GLOBAL ENVIRONMENTAL MARKETS INV704223783623$13.8M0.29%
35NOVO-NORDISK A SNONOF268$13.7M0.29%
36Cash Balance0000000na0$13.7M0.29%
37SPDR SER TR78468R10128,133$13.7M0.29%
38Margin Balance0000000na0$13.7M0.29%
39Margin Balance0000000na0$13.6M0.29%
40Cash Balance0000000na0$13.6M0.29%
41MMF Balance0000000na0$13.4M0.28%
42JOHNSON & JOHNSONJNJ39$13.4M0.28%
43Cash Balance0000000na0$13.4M0.28%
44Cash Balance0000000na0$13.3M0.28%
45AB HIGH INCOME A01859M1010$13.3M0.28%
46AMAZON COM INCAMZN3$13.3M0.28%
47Margin Balance0000000na0$13.2M0.28%
48WESTERN DIGITAL CORP.WDC1$13.0M0.27%
49ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS77119510425$13.0M0.27%
50TESLA INCTSLA38$12.9M0.27%
51STARBUCKS CORPSBUX4$12.9M0.27%
52NIKE INCNKE6$12.9M0.27%
53SCOTTS MIRACLE-GRO COSMG16$12.9M0.27%
54CITIGROUP INC. 0 27 DUE 09/03/27C-PR100,000$12.9M0.27%
55ISHARES TR46434V738462$12.8M0.27%
56SPDR SER TR78464A14470$12.8M0.27%
57SPDR SER TR78464A3759,154$12.8M0.27%
58ISHARES TR46434V738264$12.7M0.27%
59SALESFORCE INCCRM30$12.6M0.26%
60BNP PARIBAS MEDIUM0 25F DUE 04/07/2505592Q7J8200,000$12.4M0.26%
61VANGUARD WHITEHALL FDS9219468854,228$12.4M0.26%
62WISDOMTREE TRWT53$12.4M0.26%
63SOUTHERN COSOMN15$12.2M0.26%
64UPWORK INCUPWK298$12.2M0.26%
65ISHARES TR46435G67213,123$12.2M0.26%
66ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS00687A10768$12.2M0.26%
67COCA COLA COKO462$10.9M0.23%
68MMF Balance0000000na0$10.9M0.23%
69TESLA INCTSLA372$10.9M0.23%
70HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF689$10.9M0.23%
71AUTODESK INCADSK63$10.9M0.23%
72WISDOMTREE TRWT170$10.8M0.23%
73STARBUCKS CORPSBUX51$10.6M0.22%
74MMF Balance0000000na0$10.5M0.22%
75Margin Balance0000000na0$10.5M0.22%
76EVERGREEN ENERGY INCEVEX-WT9$10.5M0.22%
77MMF Balance0000000na0$10.4M0.22%
78ISHARES TR46434V69612$10.4M0.22%
79ISHARES TR46434V4073,247$10.4M0.22%
80ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS77119510489$10.3M0.22%
81PFIZER INCPFE64$10.3M0.22%
82MMF Balance0000000na0$10.3M0.22%
83Margin Balance0000000na0$10.3M0.22%
84Cash Balance0000000na0$9.7M0.20%
85MMF Balance0000000na0$9.7M0.20%
86Cash Balance0000000na0$9.7M0.20%
87Margin Balance0000000na0$9.7M0.20%
88MMF Balance0000000na0$9.7M0.20%
89SPDR SER TR78464A375608$9.7M0.20%
90MMF Balance0000000na0$9.7M0.20%
91DBX ETF TR2330514321,104$9.6M0.20%
92Cash Balance0000000na0$9.6M0.20%
93SPDR SER TR78464A8051,455$9.6M0.20%
94STARBUCKS CORPSBUX27$9.4M0.20%
95LEHMAN BROTHERS 6XXXESCROW PENDING POSSIBLE FUTURE DISTRIBUTION525ESCDC016,000$9.4M0.20%
96HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF1,163$9.3M0.20%
97Margin Balance0000000na0$9.3M0.19%
98Margin Balance0000000na0$9.3M0.19%
99Cash Balance0000000na0$9.0M0.19%
100Margin Balance0000000na0$9.0M0.19%
101ISHARES TR46435G672551$9.0M0.19%
102Cash Balance0000000na0$9.0M0.19%
103ORACLE CORP 3.25 27 DUE 11/15/27ORCL-PD3,000$9.0M0.19%
104Cash Balance0000000na0$9.0M0.19%
105ASML HOLDING N VASMLF1$8.9M0.19%
106ISHARES TR46434V6961,130$8.9M0.19%
107Margin Balance0000000na0$8.8M0.18%
108MODERNA INCMRNA28$8.8M0.18%
109Margin Balance0000000na0$8.8M0.18%
110Cash Balance0000000na0$8.8M0.18%
111JOHNSON & JOHNSONJNJ99$8.8M0.18%
112VISA INCV52$8.7M0.18%
113SCHWAB INTERNATIONAL INDEX808509830548$8.7M0.18%
114Margin Balance0000000na0$8.7M0.18%
115NETFLIX INCNFLX595$8.7M0.18%
116SPDR SER TR78464A409409$8.7M0.18%
117Margin Balance0000000na0$8.7M0.18%
118SPDR SER TR78468R7885,046$8.7M0.18%
119DBX ETF TR2330514323,104$8.7M0.18%
120VANGUARD WHITEHALL FDS9219468855,774$8.6M0.18%
121JOHNSON & JOHNSONJNJ359$8.6M0.18%
122US TREASUR NT 2.25 11/25UST NOTE DUE 11/15/25912828M567,000$8.6M0.18%
123SPDR SER TR78464A409407$8.6M0.18%
124SALESFORCE INCCRM4$8.5M0.18%
125ISHARES TR46435G6721,853$8.5M0.18%
126ISHARES TR46434V696117$8.5M0.18%
127SPDR SER TR78464A84752$8.5M0.18%
128MMF Balance0000000na0$8.5M0.18%
129INTUITINTU578$8.4M0.18%
130Cash Balance0000000na0$8.4M0.18%
131ISHARES TR46434V738279$8.4M0.18%
132HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF612$8.4M0.18%
133NOVO-NORDISK A SNONOF390$8.4M0.18%
134VANGUARD WHITEHALL FDS921946885282$8.4M0.18%
135Cash Balance0000000na0$8.4M0.18%
136WALMART INCWMT316$8.4M0.18%
137Cash Balance0000000na0$8.4M0.18%
138SPDR SER TR78464A1441,226$8.4M0.18%
139WISDOMTREE TRWT259$8.4M0.18%
140Cash Balance0000000na0$8.3M0.18%
141META PLATFORMS INCMETA10$8.3M0.17%
142ISHARES TR46434V738896$8.2M0.17%
143ISHARES TR46434V4071,546$8.2M0.17%
144DIAGEO PLCDGEAF51$8.1M0.17%
145MODERNA INCMRNA87$8.1M0.17%
146Cash Balance0000000na0$8.1M0.17%
147WISDOMTREE TRWT538$8.1M0.17%
148MMF Balance0000000na0$7.0M0.15%
149MICROSOFT CORPMSFT1,940$7.0M0.15%
150Margin Balance0000000na0$7.0M0.15%
151UPWORK INCUPWK6,658$7.0M0.15%
152APPLE INCAAPL28$6.9M0.15%
153SPDR SER TR78464A4094,594$6.9M0.14%
154PROCTER AND GAMBLE CO74271810911$6.9M0.14%
155MMF Balance0000000na0$6.9M0.14%
156ALPHABET INCGOOG100$6.9M0.14%
157CITIGROUP INC. 0 27 DUE 06/01/27C-PR50,000$6.9M0.14%
158MMF Balance0000000na0$6.9M0.14%
159ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS00687A1072,047$6.8M0.14%
160SPDR SER TR78468R788180$6.8M0.14%
161ISHARES TR46434V6961,130$6.8M0.14%
162Margin Balance0000000na0$6.8M0.14%
163MICROSOFT CORPMSFT2$6.8M0.14%
164SPDR SER TR78468R78860$6.7M0.14%
165Margin Balance0000000na0$6.7M0.14%
166Cash Balance0000000na0$6.7M0.14%
167PROCTER AND GAMBLE CO74271810961$6.6M0.14%
168WESTERN ASSET CORE BOND I957663305591$6.6M0.14%
169ISHARES TR46434V69618$6.6M0.14%
170MICROSOFT CORPMSFT169$6.6M0.14%
1713M COMMM244$6.1M0.13%
172Cash Balance0000000na0$6.1M0.13%
173VANGUARD BD INDEX FDS9219378271,508$6.1M0.13%
174PROCTER AND GAMBLE CO74271810946$6.1M0.13%
175ISHARES TR46435G672438$6.1M0.13%
176Cash Balance0000000na0$6.1M0.13%
177TESLA INCTSLA100$6.1M0.13%
178BNP PARIBAS SA 0 27F DUE 08/04/2705601WW6425,000$6.1M0.13%
179NOVO-NORDISK A SNONOF31$6.1M0.13%
180ISHARES TR46429B7478$6.0M0.13%
181Margin Balance0000000na0$6.0M0.13%
182ALPHABET INCGOOG75$6.0M0.13%
183Margin Balance0000000na0$6.0M0.13%
184NAVIGATOR TACTICAL FIXED INCOME INVGS29$6.0M0.13%
185ISHARES TR46434V6961,896$6.0M0.13%
186VANGUARD WHITEHALL FDS921946885701$6.0M0.13%
187UNITEDHEALTH GROUP INCUNH2$6.0M0.13%
188Cash Balance0000000na0$6.0M0.13%
189Cash Balance0000000na0$6.0M0.12%
190Cash Balance0000000na0$5.9M0.12%
191SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS826197501868$5.9M0.12%
192Margin Balance0000000na0$5.9M0.12%
193NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS641069406116$5.9M0.12%
194HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF99$5.9M0.12%
195SPDR SER TR78464A14440$5.9M0.12%
196SPDR SER TR78464A847733$5.9M0.12%
197INTUITINTU63$5.8M0.12%
198Margin Balance0000000na0$5.8M0.12%
199ALPHABET INCGOOG9$5.8M0.12%
200SPDR INDEX SHS FDS78463X509580$5.8M0.12%
201Margin Balance0000000na0$5.8M0.12%
202FIFTH THIRD BANCORPFITBM9$5.4M0.11%
203UBER TECHNOLOGIES INCUBER10$5.4M0.11%
204VANGUARD SCOTTSDALE FDS92206C102864$5.4M0.11%
205WISDOMTREE TRWT289$5.4M0.11%
206ALPHABET INCGOOG317$5.4M0.11%
207COCA COLA COKO53$5.3M0.11%
208AMAZON COM INCAMZN52$5.3M0.11%
209AUTODESK INCADSK43$5.3M0.11%
210SPDR SER TR78464A4093,516$5.3M0.11%
211LORD ABBETT HIGH YIELD F54400N5083$5.3M0.11%
212SPDR SER TR78464A40998$5.3M0.11%
213UNITEDHEALTH GROUP INCUNH2$5.2M0.11%
214Cash Balance0000000na0$5.2M0.11%
215SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS82619750128$5.1M0.11%
216BARCLAYS BK PLC ME0 25F DUE 08/05/25BCLYF139,000$5.1M0.11%
217HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF2,397$5.0M0.11%
218SPDR SER TR78464A409163$5.0M0.11%
219ISHARES TR46435G672147$5.0M0.11%
220SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS82619750168$5.0M0.11%
221ISHARES TR46434V69617$5.0M0.11%
222INTUITINTU11$5.0M0.11%
223MMF Balance0000000na0$5.0M0.11%
224SALESFORCE INCCRM862$5.0M0.11%
225NOVO-NORDISK A SNONOF316$5.0M0.11%
226META PLATFORMS INCMETA193$5.0M0.11%
227COLGATE PALMOLIVE COCL118$5.0M0.11%
228CANNABIS SCIENCE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 10/25/191376481011,700$5.0M0.11%
229SPDR INDEX SHS FDS78463X5097,221$5.0M0.10%
230DBX ETF TR23305143210,910$5.0M0.10%
231ISHARES TR46429B7473,880$5.0M0.10%
232COLGATE PALMOLIVE COCL428$5.0M0.10%
233Cash Balance0000000na0$5.0M0.10%
234MMF Balance0000000na0$5.0M0.10%
235Cash Balance0000000na0$5.0M0.10%
236BOEING COBA-PA9$5.0M0.10%
237MMF Balance0000000na0$5.0M0.10%
238ISHARES TR46428717612$5.0M0.10%
239ISHARES TR46435G102317$5.0M0.10%
240ISHARES TR46434V4073,276$5.0M0.10%
241ENTERPRISE PRODS PARTNERS L293792107245$5.0M0.10%
242HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF153$5.0M0.10%
243WISDOMTREE TRWT9,148$4.9M0.10%
244ISHARES TR46435U6633,597$4.8M0.10%
245ISHARES TR46435G102110$4.8M0.10%
246ISHARES TR46434V7381,508$4.7M0.10%
247MICRON TECHNOLOGY INCMU1$4.6M0.10%
248MARRIOTT INTL INC NEW571903202288$4.6M0.10%
249ISHARES TR46434V7382,126$4.5M0.10%
250ISHARES TR46434V738279$4.5M0.10%
251BOEING COBA-PA12$4.5M0.10%
252ISHARES TR46429B747382$4.5M0.10%
253ISHARES TR46435G6721,432$4.5M0.10%
254ISHARES TR46435G102136$4.5M0.10%
255SPDR SER TR78464A5084,852$4.5M0.10%
256DIAGEO PLCDGEAF222$4.5M0.09%
257ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS77119510474$4.4M0.09%
258SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS826197501550$4.4M0.09%
259BERKSHIRE HATHAWAY INC DELBRK-A9$4.4M0.09%
260LA LOC GOV ENVIRON 5 25EDUC EDR DUE 10/01/25XTRO5462825V210,000$4.4M0.09%
261SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS826197501436$4.3M0.09%
262META PLATFORMS INCMETA193$4.3M0.09%
263BOEING COBA-PA271$4.3M0.09%
264INTUITINTU96$4.3M0.09%
265COCA COLA COKO742$4.3M0.09%
266NIKE INCNKE381$4.3M0.09%
267NIKE INCNKE410$4.3M0.09%
268AUTODESK INCADSK104$4.3M0.09%
269JPMORGAN CHASE & COVYLD27$4.3M0.09%
270ISHARES TR46435G10287$4.3M0.09%
271ISHARES TR46429B7472,909$4.3M0.09%
272SPDR SER TR78468R78856$4.3M0.09%
273DBX ETF TR2330514328,334$4.3M0.09%
274SPDR SER TR78464A805312$4.3M0.09%
275NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS64106940627$4.3M0.09%
276SPDR SER TR78464A847154$4.2M0.09%
277SPDR SER TR78464A50853$3.9M0.08%
278EVERGREEN ENERGY INCEVEX-WT9$3.9M0.08%
279VANGUARD TOTAL STOCK MKT IDX ADM9229087283,503$3.8M0.08%
280JOHNSON & JOHNSONJNJ13$3.8M0.08%
281VANGUARD WHITEHALL FDS921946885182$3.8M0.08%
282NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS64106940639$3.8M0.08%
283WISDOMTREE TRWT120$3.8M0.08%
284PIMCO INTERNATIONAL BOND (USD-HDG) I-272201M7841$3.8M0.08%
285ALPHABET INCGOOG148$3.8M0.08%
286BOEING COBA-PA39$3.8M0.08%
287ISHARES TR46434V696896$3.8M0.08%
288CLARK CNTY NEV 4 34DB LTX DUE 06/01/34180848F4010,000$3.8M0.08%
289SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS82619750113$3.8M0.08%
290SCOTTS MIRACLE-GRO COSMG3,506$3.8M0.08%
291SPDR SER TR78464A144290$3.8M0.08%
292DIAGEO PLCDGEAF196$3.8M0.08%
293NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS641069406260$3.8M0.08%
294HOME DEPOT INCHD5$3.8M0.08%
295AMERICAN FUNDS NEW WORLD F264928082357$3.8M0.08%
296MMF Balance0000000na0$3.6M0.07%
297MMF Balance0000000na0$3.5M0.07%
298SPDR SER TR78468R8532,383$3.5M0.07%
299MICROSOFT CORPMSFT79$3.5M0.07%
300NETFLIX INCNFLX9$3.5M0.07%
301NOVO-NORDISK A SNONOF532$3.5M0.07%
302MMF Balance0000000na0$3.5M0.07%
303Margin Balance0000000na0$3.5M0.07%
304BERKSHIRE HATHAWAY INC DELBRK-A10$3.5M0.07%
305ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS771195104387$3.5M0.07%
306SALESFORCE INCCRM18$3.5M0.07%
307NETFLIX INCNFLX1$3.4M0.07%
308ISHARES TR46434V738738$3.4M0.07%
309AT&T INCT-PC66$3.4M0.07%
310UBER TECHNOLOGIES INCUBER10$3.4M0.07%
311VANGUARD BD INDEX FDS921937827984$3.4M0.07%
312PIMCO INCOME A72201F4740$3.4M0.07%
313NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS641069406844$3.4M0.07%
314Cash Balance0000000na0$3.4M0.07%
315SPDR SER TR78468R7884,169$3.4M0.07%
316ALPHABET INCGOOG674$3.4M0.07%
317APPLE INCAAPL48$3.4M0.07%
318ISHARES TR46434V6965,513$3.4M0.07%
319JPMORGAN CHASE BK N 0 25CD FDIC INS DUE 06/05/25USVYLD50,000$3.4M0.07%
320JOHNSON & JOHNSONJNJ166$3.4M0.07%
321Margin Balance0000000na0$3.4M0.07%
322Margin Balance0000000na0$3.4M0.07%
323MODERNA INCMRNA664$3.3M0.07%
324SPDR SER TR78468R7882,064$3.3M0.07%
325SPDR SER TR78464A37526$3.3M0.07%
326ISHARES TR46434V738107$3.3M0.07%
327ISHARES TR46434V6961,313$3.3M0.07%
3283M COMMM23$3.3M0.07%
329SPDR INDEX SHS FDS78463X5093,852$3.3M0.07%
330Cash Balance0000000na0$3.3M0.07%
331VANGUARD WHITEHALL FDS92194688520,187$3.3M0.07%
332DBX ETF TR2330512676,108$3.3M0.07%
333CITIGROUP INC. 0 26 DUE 11/05/26C-PR40,000$3.3M0.07%
334INVESCO STEELPATH MLP INCOME AIVZ29,619$3.3M0.07%
335MODERNA INCMRNA12$3.3M0.07%
336ASML HOLDING N VASMLF1$3.3M0.07%
337TESLA INCTSLA39$3.2M0.07%
338ISHARES TR46434V73822$3.2M0.07%
339SPDR SER TR78468R85386$3.2M0.07%
340MMF Balance0000000na0$3.2M0.07%
341UPWORK INCUPWK85$3.2M0.07%
342WISDOMTREE TRWT4,272$3.2M0.07%
343MMF Balance0000000na0$3.2M0.07%
344MMF Balance0000000na0$3.2M0.07%
345ISHARES TR46435G67221,869$3.2M0.07%
346MARRIOTT INTL INC NEW57190320246$3.2M0.07%
347BNP PARIBAS SA 0 27F DUE 10/06/2705592Q7K5300,000$3.2M0.07%
348PROVINCE OF BRIT 1.3 31F DUE 01/29/31110709AE210,000$3.2M0.07%
349Cash Balance0000000na0$3.2M0.07%
350TESLA INCTSLA372$3.1M0.07%
351NETFLIX INCNFLX22$3.1M0.07%
352DIAGEO PLCDGEAF3$3.1M0.07%
353MICROSOFT CORPMSFT132$3.1M0.07%
354EBAY INC. 6.3 32 DUE 11/22/32EBAY10,000$3.1M0.07%
355STRYKER CORPORATIONSYK2$3.1M0.07%
356TOYOTA MOTOR CRE 1.65 31 DUE 01/10/3189236THX68,000$3.1M0.07%
357Cash Balance0000000na0$3.1M0.07%
358WISDOMTREE TRWT291$3.1M0.07%
359PIMCO ETF TR72201R83311,620$3.1M0.07%
360STRYKER CORPORATIONSYK69$3.1M0.07%
361BERKSHIRE HATHAWAY INC DELBRK-A107$3.1M0.07%
362DIAGEO PLCDGEAF91$3.1M0.07%
363MOLSON COORS BEVERAGE COTAP-A2$3.1M0.07%
364WALMART INCWMT11$3.1M0.07%
365MARRIOTT INTL INC NEW57190320213$3.1M0.07%
366BOEING COBA-PA7$3.1M0.07%
367ISHARES TR46435G6723,116$2.8M0.06%
368FIDELITY 500 INDEX315911750933$2.8M0.06%
369WALMART INCWMT238$2.8M0.06%
370COLGATE PALMOLIVE COCL77$2.8M0.06%
371ALPHABET INCGOOG738$2.8M0.06%
372O FALLON ILLINOIS C 4 25GO LTX DUE 12/01/25ASSURED GUARANTY MUN67084SAQ930,000$2.8M0.06%
373FNMA PL 346951 7.5 26 DUE 05/01/2631375WL8210,000$2.8M0.06%
374WALMART INCWMT3$2.7M0.06%
375UNUM GROUP 4 29 DUE 06/15/29UNMA8,000$2.7M0.06%
376ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS771195104233$2.7M0.06%
377MMF Balance0000000na0$2.7M0.06%
378ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS7711951041,171$2.7M0.06%
379ISHARES TR46434V6961,275$2.7M0.06%
380SPDR SER TR78468R8534,335$2.7M0.06%
381Margin Balance0000000na0$2.7M0.06%
382INTUITINTU5$2.7M0.06%
383ASML HOLDING N VASMLF5$2.7M0.06%
384MMF Balance0000000na0$2.7M0.06%
385NIKE INCNKE663$2.7M0.06%
386HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF4,190$2.7M0.06%
387ISHARES TR46434V696470$2.7M0.06%
388VANGUARD SCOTTSDALE FDS92206C771255$2.7M0.06%
389HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF15$2.7M0.06%
390SPDR SER TR78468R78839,940$2.7M0.06%
391MICROSOFT CORPMSFT20$2.7M0.06%
392AUTODESK INCADSK82$2.7M0.06%
393STARBUCKS CORPSBUX162$2.6M0.06%
394VANGUARD WHITEHALL FDS921946885236$2.6M0.06%
395NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS6410694062,496$2.6M0.06%
396MARRIOTT INTL INC NEW571903202129$2.6M0.06%
397ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS77119510442$2.6M0.06%
398NOVO-NORDISK A SNONOF50$2.6M0.06%
399Margin Balance0000000na0$2.6M0.06%
400MICROSOFT CORPMSFT323$2.6M0.06%
401STARBUCKS CORPSBUX309$2.6M0.05%
402ISHARES TR46434V69610$2.6M0.05%
403NM FA 5 36COMB TAX DUE 06/01/3664711NP4125,000$2.6M0.05%
404Cash Balance0000000na0$2.6M0.05%
405NETFLIX INCNFLX92$2.6M0.05%
406ADIDAS AG FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS00687A10771$2.6M0.05%
407UNUM GROUP 4 29 DUE 06/15/29UNMA8,000$2.6M0.05%
408META PLATFORMS INCMETA1,014$2.6M0.05%
409SPDR SER TR78468R8539,199$2.6M0.05%
410SALESFORCE INCCRM10$2.6M0.05%
411PROVINCE OF BRIT 1.3 31F DUE 01/29/31110709AE210,000$2.6M0.05%
412FINL GRAVITY COMPANI005031754E1021,610$2.6M0.05%
413HEALTHSTREAM INCHSTM1$2.6M0.05%
414WISDOMTREE TRWT1,865$2.6M0.05%
415NIKE INCNKE465$2.6M0.05%
416NEOGENOMICS INCNEO6$2.6M0.05%
417FIDELITY FUND3161531051,703$2.6M0.05%
418SPDR SER TR78468R853105$2.6M0.05%
419ALPHABET INCGOOG17$2.6M0.05%
420ISHARES TR46429B747279$2.6M0.05%
4213M COMMM8$2.6M0.05%
422ISHARES TR46435G102135$2.6M0.05%
423BP PLCBPPFF4,937$2.6M0.05%
424SPDR SER TR78464A80577$2.6M0.05%
425VANGUARD WHITEHALL FDS921946885604$2.6M0.05%
426JOHNSON & JOHNSONJNJ16$2.6M0.05%
427SPDR SER TR78464A14440$2.6M0.05%
428ISHARES TR46434V6960$2.6M0.05%
429NIKE INCNKE13$2.6M0.05%
430ALPHABET INCGOOG15$2.6M0.05%
431NIKE INCNKE40$2.6M0.05%
432HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF8$2.6M0.05%
433BERKSHIRE HATHAWAY INC DELBRK-A7$2.6M0.05%
434UPWORK INCUPWK11,422$2.6M0.05%
435ESC GWG SERIES A1 WDT IN3BG997102206,565$2.6M0.05%
436SPDR SER TR78464A8473,433$2.6M0.05%
437MICROSOFT CORPMSFT24$2.6M0.05%
438SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS826197501492$2.6M0.05%
439VANGUARD SCOTTSDALE FDS92206C771533$2.6M0.05%
440ISHARES TR46434V87822,268$2.6M0.05%
441HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF1,277$2.5M0.05%
442APPLE INCAAPL32$2.5M0.05%
443PROCTER AND GAMBLE CO74271810961$2.5M0.05%
444JANUS DETROIT STR TR47103U8867,806$2.5M0.05%
445ISHARES TR46435G67213,737$2.5M0.05%
446HEINEKEN N V FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSHKHHF31$2.5M0.05%
447COMCAST CORP NEWCCZ19$2.5M0.05%
448SPDR INDEX SHS FDS78463X50959$2.5M0.05%
449ISHARES TR46434V738462$2.5M0.05%
450JANUS DETROIT STR TR47103U8867,436$2.5M0.05%
451STARBUCKS CORPSBUX4$2.5M0.05%
452MMF Balance0000000na0$2.5M0.05%
453MODERNA INCMRNA47$2.5M0.05%
454INTUITINTU9$2.5M0.05%
455WALMART INCWMT30$2.5M0.05%
456FIDELITY ADVISOR NEW INSIGHTS I3160716046,428$2.5M0.05%
457NAVIGATOR TACTICAL FIXED INCOME INVGS30$2.5M0.05%
458MMF Balance0000000na0$2.5M0.05%
459SPDR SER TR78468R853317$2.5M0.05%
4603M COMMM13$2.5M0.05%
461UPWORK INCUPWK6,658$2.5M0.05%
462INTUITINTU18$2.5M0.05%
463META PLATFORMS INCMETA610$2.5M0.05%
464EOG RES INCEOG1$2.5M0.05%
465BOEING COBA-PA7$2.5M0.05%
466SPDR SER TR78468R7886,496$2.5M0.05%
467ROCHE HLDG AG FSPONSORED ADR 1 ADR RE 0.125 ORD SHS771195104173$2.5M0.05%
468SPDR SER TR78464A80531$2.4M0.05%
469ISHARES TR46434V738197$2.4M0.05%
470SPDR SER TR78468R78825,372$2.4M0.05%
471ISHARES TR464287614417$2.4M0.05%
472META PLATFORMS INCMETA43$2.4M0.05%
473SPDR SER TR78464A3753,162$2.4M0.05%
474STARBUCKS CORPSBUX15$2.4M0.05%
475INTUITINTU13$2.4M0.05%
476TESLA INCTSLA1$2.4M0.05%
477Cash Balance0000000na0$2.4M0.05%
478MICROSOFT CORPMSFT38$2.4M0.05%
479SPDR SER TR78464A847268$2.4M0.05%
480ALPHABET INCGOOG1$2.4M0.05%
481ISHARES TR46432F8422$2.4M0.05%
482MODERNA INCMRNA24$2.4M0.05%
483SPDR SER TR78468R853608$2.4M0.05%
484TESLA INCTSLA402$2.4M0.05%
485BNP PARIBAS MEDIUM0 27F DUE 09/07/2705601WYR6100,000$2.4M0.05%
486L OREAL ORDFF581491337$2.4M0.05%
487SCOTTS MIRACLE-GRO COSMG2$2.4M0.05%
4883M COMMM244$2.4M0.05%
489ALPHABET INCGOOG353$2.4M0.05%
490Cash Balance0000000na0$2.4M0.05%
491SPDR SER TR78464A375456$2.4M0.05%
492MMF Balance0000000na0$2.4M0.05%
493NIKE INCNKE79$2.4M0.05%
494INTEL CORPINTC6,412$2.3M0.05%
495PIMCO ETF TR72201R77510,853$2.3M0.05%
496COLGATE PALMOLIVE COCL212$2.3M0.05%
497Cash Balance0000000na0$2.3M0.05%
498ISHARES TR46434V73822$2.3M0.05%
499SPDR SER TR78468R853317$2.3M0.05%
500PROCTER AND GAMBLE CO74271810923$2.3M0.05%