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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

SIMON QUICK ADVISORS, LLC

Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001692038-25-000001

Total Value
$1.67B
Positions
492
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (492)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY260,978$153.0M9.16%
2VANGUARD INDEX FDS922908736280,420$115.1M6.89%
3ISHARES TR464287614256,674$103.1M6.17%
4SPDR SER TR78464A5081,899,013$97.1M5.82%
5VANGUARD INDEX FDS922908744544,991$92.3M5.53%
6APPLE INCAAPL291,286$72.9M4.37%
7ISHARES TR464287200120,770$71.1M4.26%
8ISHARES TR464287150547,292$70.4M4.22%
9VANGUARD INDEX FDS922908363116,894$63.0M3.77%
10JANUS DETROIT STR TR47103U8451,083,531$54.9M3.29%
11VANGUARD INTL EQUITY INDEX F922042742353,852$41.6M2.49%
12ISHARES TR464287598190,064$35.2M2.11%
13AMAZON COM INCAMZN154,553$33.9M2.03%
14MICROSOFT CORPMSFT60,551$25.5M1.53%
15ISHARES TR464288679186,081$20.5M1.23%
16VANGUARD INDEX FDS92290876967,486$19.6M1.17%
17VANGUARD TAX-MANAGED FDS921943858393,530$18.8M1.13%
18NVIDIA CORPORATIONNVDA137,649$18.5M1.11%
19BANK AMERICA CORP060505104398,121$17.5M1.05%
20META PLATFORMS INCMETA26,312$15.4M0.92%
21ISHARES TR46434V878287,857$14.5M0.87%
22J P MORGAN EXCHANGE TRADED F46641Q837280,108$14.1M0.85%
23BERKSHIRE HATHAWAY INC DELBRK-A19$12.9M0.77%
24BERKSHIRE HATHAWAY INC DELBRK-A27,654$12.5M0.75%
25ISHARES TR464287507200,225$12.5M0.75%
26ALPHABET INCGOOG56,437$10.7M0.64%
27HUBBELL INCHUBB23,650$9.9M0.59%
28ISHARES TR46428730995,170$9.7M0.58%
29ISHARES TR46428749998,522$8.7M0.52%
30TESLA INCTSLA20,433$8.3M0.49%
31ALPHABET INCGOOG41,282$7.9M0.47%
32ISHARES TR46432F842109,614$7.7M0.46%
33VANGUARD INTL EQUITY INDEX F922042858152,269$6.7M0.40%
34MORGAN STANLEYMS-PQ49,247$6.2M0.37%
35JPMORGAN CHASE & CO.VYLD25,727$6.2M0.37%
36BROADCOM INCAVGO26,338$6.1M0.37%
37VANGUARD INDEX FDS92290875121,568$5.2M0.31%
38NETFLIX INCNFLX5,705$5.1M0.30%
39ISHARES TR46432F33927,786$4.9M0.30%
40ADOBE INCADBE10,800$4.8M0.29%
41VANGUARD INTL EQUITY INDEX F92204277582,652$4.7M0.28%
42VANGUARD MUN BD FDS92290774693,989$4.7M0.28%
43ISHARES TR46428768911,853$4.0M0.24%
44ISHARES INC46434G10375,402$3.9M0.24%
45SPDR SER TR78464A76328,737$3.8M0.23%
46ELI LILLY & COLLY4,904$3.8M0.23%
47VANGUARD WHITEHALL FDS92194640628,894$3.7M0.22%
48VISA INCV11,470$3.6M0.22%
49ISHARES TR46428764812,576$3.6M0.22%
50VANGUARD INDEX FDS92290865218,766$3.6M0.21%
51SCHWAB STRATEGIC TR808524797130,320$3.6M0.21%
52PROCTER AND GAMBLE CO74271810920,580$3.5M0.21%
53MASTERCARD INCORPORATEDMA6,473$3.4M0.20%
54ABBVIE INCABBV19,017$3.4M0.20%
55VANGUARD SPECIALIZED FUNDS92190884416,908$3.3M0.20%
56CROWN CASTLE INCCCI36,480$3.3M0.20%
57COSTCO WHSL CORP NEW22160K1053,502$3.2M0.19%
58VANGUARD SCOTTSDALE FDS92206C68030,414$3.1M0.19%
59ISHARES TR46428716823,815$3.1M0.19%
60COPART INCCPRT52,538$3.0M0.18%
61COMPASS INCCOMP498,487$2.9M0.17%
62PINNACLE FINL PARTNERS INC72346Q10425,207$2.9M0.17%
63HOME DEPOT INCHD7,310$2.8M0.17%
64ISHARES TR46436E71827,791$2.8M0.17%
65ISHARES TR46428824051,543$2.7M0.16%
66ISHARES TR46428765511,982$2.6M0.16%
67BIOHAVEN LTDBHVN69,960$2.6M0.16%
68SPDR INDEX SHS FDS78463X88976,422$2.6M0.16%
69UNITEDHEALTH GROUP INCUNH5,101$2.6M0.15%
70JOHNSON & JOHNSONJNJ17,384$2.5M0.15%
71MARTIN MARIETTA MATLS INC5732841064,753$2.5M0.15%
72EXXON MOBIL CORPXOM22,390$2.4M0.14%
73BJS WHSL CLUB HLDGS INC05550J10125,983$2.3M0.14%
74SPDR INDEX SHS FDS78463X50960,446$2.3M0.14%
75ABBOTT LABSABLZF20,055$2.3M0.14%
76INVESCO QQQ TRIVZ4,238$2.2M0.13%
77ISHARES TR46428740810,637$2.0M0.12%
78WALMART INCWMT22,456$2.0M0.12%
79SCHWAB STRATEGIC TR80852420186,751$2.0M0.12%
80VANGUARD SCOTTSDALE FDS92206C40925,696$2.0M0.12%
81SPDR SER TR78464A30022,281$1.9M0.12%
82ISHARES TR46432F38818,351$1.9M0.12%
83VANGUARD WORLD FD92191084015,472$1.9M0.12%
84ACCENTURE PLC IRELANDACN5,435$1.9M0.11%
85BALL CORPBALL34,438$1.9M0.11%
86ISHARES TR46428754918,573$1.9M0.11%
87LINDE PLCLIN4,331$1.8M0.11%
88VANGUARD INTL EQUITY INDEX F92204271815,591$1.8M0.11%
89BOOKING HOLDINGS INCBKNG357$1.8M0.11%
90VANGUARD INDEX FDS9229085956,148$1.7M0.10%
91INTERNATIONAL BUSINESS MACHSINTR7,771$1.7M0.10%
92VANGUARD BD INDEX FDS92193783523,696$1.7M0.10%
93ISHARES TR46428722616,273$1.6M0.09%
94MCDONALDS CORPMCD5,388$1.6M0.09%
95SCHWAB STRATEGIC TR80852430054,386$1.5M0.09%
96GOLDMAN SACHS GROUP INCGSCE2,633$1.5M0.09%
97MERCK & CO INCMRK14,924$1.5M0.09%
98SPDR GOLD TRGLD6,126$1.5M0.09%
99VANGUARD INDEX FDS9229086117,477$1.5M0.09%
100ISHARES TR46428787913,464$1.5M0.09%
101VANGUARD WORLD FD92204A7022,317$1.4M0.09%
102ISHARES TR46428746518,791$1.4M0.09%
103SALESFORCE INCCRM4,226$1.4M0.08%
104AUTOMATIC DATA PROCESSING INADP4,822$1.4M0.08%
105PHILIP MORRIS INTL INC71817210911,588$1.4M0.08%
106ISHARES TR46428815813,102$1.4M0.08%
107ISHARES TR46428827322,735$1.4M0.08%
108VANGUARD INDEX FDS9229085385,335$1.4M0.08%
109VANGUARD WORLD FD9219108736,360$1.4M0.08%
110SERVICENOW INCNOW1,275$1.4M0.08%
111VANGUARD INDEX FDS9229086374,994$1.3M0.08%
112VANGUARD ADMIRAL FDS INC9219325053,678$1.3M0.08%
113ISHARES TR46428770510,709$1.3M0.08%
114THERMO FISHER SCIENTIFIC INCTMO2,570$1.3M0.08%
115TAIWAN SEMICONDUCTOR MFG LTD8740391006,581$1.3M0.08%
116SELECT SECTOR SPDR TR81369Y60526,826$1.3M0.08%
117CISCO SYS INCCSCO21,743$1.3M0.08%
118DISCOVER FINL SVCS2547091087,400$1.3M0.08%
119ISHARES TR46428780411,052$1.3M0.08%
120ISHARES TR46428825710,802$1.3M0.08%
121GOLUB CAP BDC INC38173M10282,059$1.2M0.07%
122VERTIV HOLDINGS COVRT10,803$1.2M0.07%
123MAIN STR CAP CORP56035L10420,871$1.2M0.07%
124ORACLE CORPORCL-PD7,206$1.2M0.07%
125DISNEY WALT CO25468710610,772$1.2M0.07%
126AT&T INCT-PC52,520$1.2M0.07%
127COCA COLA COKO18,938$1.2M0.07%
128WABTEC9297401086,186$1.2M0.07%
129INTUITINTU1,865$1.2M0.07%
130PALO ALTO NETWORKS INCPANW6,435$1.2M0.07%
131ASML HOLDING N VASMLF1,678$1.2M0.07%
132BROWN & BROWN INCBRO11,347$1.2M0.07%
133EA SERIES TRUST02072L56510,433$1.2M0.07%
134TJX COS INC NEW8725401099,517$1.1M0.07%
135ISHARES TR46428717610,783$1.1M0.07%
136MORNINGSTAR INCMORN3,340$1.1M0.07%
137VANGUARD INDEX FDS9229086294,236$1.1M0.07%
138CHEVRON CORP NEWCVX7,703$1.1M0.07%
139INTUITIVE SURGICAL INCISRG2,132$1.1M0.07%
140BECTON DICKINSON & COBDX4,883$1.1M0.07%
141VANGUARD ADMIRAL FDS INC92193288510,499$1.1M0.07%
142LIVE NATION ENTERTAINMENT INLYV8,337$1.1M0.06%
143TEMPUR SEALY INTL INCSGI18,930$1.1M0.06%
144TKO GROUP HOLDINGS INCTKO7,476$1.1M0.06%
145AUTOZONE INCAZO330$1.1M0.06%
146AUTHID INCAUID173,302$1.0M0.06%
147ZILLOW GROUP INCZ14,576$1.0M0.06%
148ISHARES TR46428723424,318$1.0M0.06%
149S&P GLOBAL INCSPGI2,036$1.0M0.06%
150VANGUARD CHARLOTTE FDS92203J40720,499$1.0M0.06%
151DANAHER CORPORATION2358511024,369$1.0M0.06%
152TEXAS INSTRS INC8825081045,287$991,4520.06%
153HONEYWELL INTL INC4385161064,374$988,0680.06%
154UBER TECHNOLOGIES INCUBER16,183$976,1590.06%
155VERIZON COMMUNICATIONS INCVZ24,323$972,6580.06%
156GE AEROSPACE3696043015,806$968,3880.06%
157WELLS FARGO CO NEW94974610113,765$966,8810.06%
158TRIMBLE INCTRMB13,634$963,3780.06%
159PROGRESSIVE CORP7433151033,983$954,3740.06%
160VANGUARD INDEX FDS92290855310,658$949,4020.06%
161STRYKER CORPORATIONSYK2,568$924,5450.06%
162BLACKSTONE INCBX5,345$921,6330.06%
163PEPSICO INCPEP6,004$912,8950.05%
164SERVICE CORP INTL81756510411,340$905,1740.05%
165PAYPAL HLDGS INCPYPL10,583$903,2590.05%
166VERTEX PHARMACEUTICALS INCVRTX2,236$900,4370.05%
167AMERICAN EXPRESS COAXP3,028$898,6160.05%
168ITT INCITT6,276$896,7150.05%
169TRACTOR SUPPLY COTSCO16,873$895,3040.05%
170SELECT SECTOR SPDR TR81369Y8033,772$876,9550.05%
171UNION PAC CORPUNP3,826$872,5190.05%
172DOUGLAS EMMETT INCDEI46,636$865,5730.05%
173MIDDLEBY CORPMIDD6,305$854,0120.05%
174CDW CORPCDW4,892$851,4450.05%
175ISHARES TR46428745710,355$848,9030.05%
176VANGUARD WHITEHALL FDS92194679412,310$835,5730.05%
177PALANTIR TECHNOLOGIES INCPLTR10,999$831,8210.05%
178MP MATERIALS CORPMP52,544$819,6860.05%
179OMEGA HEALTHCARE INVS INC68193610021,586$817,0490.05%
180STERIS PLCSTE3,853$791,9290.05%
181AMGEN INCAMGN2,995$780,6010.05%
182PAYCHEX INCPAYX5,543$777,2070.05%
183COMCAST CORP NEWCCZ20,600$773,1010.05%
184CATERPILLAR INCCAT2,123$770,1580.05%
185ISHARES TR4642876222,390$769,8130.05%
186VIKING HOLDINGS LTDVIK17,410$767,0850.05%
187DAYFORCE INC15677J10810,516$763,8820.05%
188CORE & MAIN INCCNM14,682$747,4610.04%
189ISHARES BITCOIN TRUST ETFIBIT14,082$747,0500.04%
190LOWES COS INC5486611073,014$743,9010.04%
191NEXTERA ENERGY INCNEE-PW10,334$740,8610.04%
192SCHWAB STRATEGIC TR80852480539,564$731,9270.04%
193T-MOBILE US INCTMUSZ3,309$730,4030.04%
194BOEING COBA-PA4,124$729,9480.04%
195REGENERON PHARMACEUTICALSREGN1,018$725,1520.04%
196RTX CORPORATIONRTX6,239$722,0000.04%
197MSCI INCMSCI1,200$720,0730.04%
198ADVANCED MICRO DEVICES INCAMD5,885$710,8570.04%
199SPDR S&P MIDCAP 400 ETF TRMDY1,219$694,4730.04%
200BOSTON SCIENTIFIC CORPBSX7,752$692,4090.04%
201QUALCOMM INCQCOM4,418$678,7140.04%
202EATON CORP PLCETN2,038$676,3980.04%
203APPLIED MATLS INC0382221054,145$674,1140.04%
204FORTUNE BRANDS INNOVATIONS IFBIN9,755$666,5590.04%
205VANGUARD SCOTTSDALE FDS92206C8708,291$665,5190.04%
206ISHARES TR4642877214,112$655,9170.04%
207SHELL PLCRYDAF10,459$655,2770.04%
208SCHWAB STRATEGIC TR80852440925,087$654,0080.04%
209SCHWAB CHARLES CORPSCHW-PJ8,688$643,0330.04%
210COLGATE PALMOLIVE COCL7,072$642,9250.04%
211WISDOMTREE TRWT7,862$636,2720.04%
212PFIZER INCPFE23,448$622,0880.04%
213ALLSTATE CORPALL-PJ3,191$615,2570.04%
214CLEAN HARBORS INCCLH2,653$610,5610.04%
215WISDOMTREE TRWT12,345$603,9010.04%
216INTERCONTINENTAL EXCHANGE IN45866F1044,013$597,9130.04%
217GE VERNOVA INCGEV1,815$597,0080.04%
218LAM RESEARCH CORPLRCX8,112$585,9430.04%
219QUANTA SVCS INC74762E1021,835$579,9550.03%
220SCHWAB STRATEGIC TR80852450820,925$579,8440.03%
221CITIGROUP INCC-PR8,188$576,3370.03%
222NOVO-NORDISK A SNONOF6,677$574,3730.03%
223LIBERTY MEDIA CORP DELFWONB6,187$573,2870.03%
224ELECTRONIC ARTS INCEA3,915$572,7660.03%
225CHIPOTLE MEXICAN GRILL INCCMG9,471$571,1010.03%
226ILLINOIS TOOL WKS INC4523081092,247$569,7570.03%
227GILEAD SCIENCES INCGILD6,120$565,2890.03%
228KIMBERLY-CLARK CORPKMB4,313$565,1880.03%
229CONOCOPHILLIPSCOP5,695$564,7660.03%
230EOG RES INCEOG4,576$560,8870.03%
231HILTON WORLDWIDE HLDGS INCHLT2,260$558,5820.03%
232AMPHENOL CORP NEW0320951017,878$547,1230.03%
233ALTRIA GROUP INCMO10,433$545,5210.03%
234CHENIERE ENERGY INCLNG2,523$542,1420.03%
235COINBASE GLOBAL INCCOIN2,122$526,8930.03%
236LOCKHEED MARTIN CORPLMT1,079$524,3830.03%
237ISHARES INC4642864758,923$518,7560.03%
238INVESCO EXCHANGE TRADED FD TIVZ2,953$517,5030.03%
239SPDR SER TR78464A6988,500$512,9750.03%
240UNITED PARCEL SERVICE INCUPS4,066$512,7780.03%
241BRISTOL-MYERS SQUIBB COCELG-RI9,031$510,7900.03%
242AIRBNB INCABNB3,878$509,6080.03%
243SIGNET JEWELERS LIMITEDSIG6,313$509,5220.03%
244KLA CORPKLAC806$507,9030.03%
245ARISTA NETWORKS INCANET4,582$506,4480.03%
246HOWARD HUGHES HOLDINGS INCHHH6,569$505,2870.03%
247CONSOLIDATED EDISON INCED5,629$502,2860.03%
248ANALOG DEVICES INCADI2,357$500,8390.03%
249MONDELEZ INTL INC6092071058,284$494,7890.03%
250ZOETIS INCZTS3,017$491,5650.03%
251NORTHROP GRUMMAN CORPNOC1,041$488,5310.03%
252INVESCO EXCH TRADED FD TR IIIVZ6,963$487,4100.03%
253UNILEVER PLCUNLYF8,565$485,6360.03%
254CHUBB LIMITEDCB1,741$481,0440.03%
255SELECT SECTOR SPDR TR81369Y5065,550$475,4130.03%
256MARSH & MCLENNAN COS INC5717481022,238$475,3800.03%
257ISHARES TR46429B67110,103$473,4270.03%
258AFLAC INCAFL4,571$472,8370.03%
259SPROTT PHYSICAL GOLD TRSII23,452$472,3230.03%
260ENTEGRIS INCENTG4,745$470,0320.03%
261OREILLY AUTOMOTIVE INC67103H107393$466,0190.03%
262CROWDSTRIKE HLDGS INCCRWD1,358$464,6530.03%
263LABCORP HOLDINGS INCLH2,022$463,6880.03%
264EMCOR GROUP INCEME1,018$462,0700.03%
265SHERWIN WILLIAMS COSHW1,338$454,8310.03%
266DEERE & CODE1,068$452,5240.03%
267DUPONT DE NEMOURS INCDD5,890$449,1150.03%
268BROOKFIELD CORP11271J1077,815$448,9530.03%
269SPDR SER TR78464A4095,095$447,8510.03%
270THE TRADE DESK INC88339J1053,765$442,5000.03%
271TELEDYNE TECHNOLOGIES INCTDY950$440,9240.03%
272MARATHON PETE CORPMARA3,122$435,4970.03%
273WILLIAMS COS INC9694571007,960$430,8060.03%
2743M COMMM3,316$428,0620.03%
275VANGUARD ADMIRAL FDS INC9219328284,030$427,3410.03%
276ROYAL CARIBBEAN GROUPV7780T1031,845$425,6230.03%
277SOUTHERN COSOMN5,108$420,5090.03%
278MIRION TECHNOLOGIES INCMIR24,054$419,7420.03%
279THE CIGNA GROUP1255231001,518$419,3080.03%
280SAP SESAPGF1,697$417,8180.03%
281KKR & CO INCKKRT2,817$416,5890.02%
282NOVARTIS AGNVSEF4,257$414,2490.02%
283BANK NEW YORK MELLON CORP0640581005,389$414,0350.02%
284MEDTRONIC PLCMDT5,160$412,1590.02%
285XCEL ENERGY INCXELLL6,101$411,9400.02%
286F5 INCFFIV1,633$410,6510.02%
287VISTRA CORPVST2,974$410,0500.02%
288SCHWAB STRATEGIC TR80852488811,642$399,6700.02%
289LIGHT & WONDER INCLAWIL4,616$398,7300.02%
290PLANET FITNESS INCPLNT4,017$397,1610.02%
291CALUMET INCCLMT18,036$397,1530.02%
292STARBUCKS CORPSBUX4,347$396,6260.02%
293AMERICAN ELEC PWR CO INC0255371014,300$396,5950.02%
294TORO COTORO4,946$396,2080.02%
295VICOR CORPVICR8,175$395,0160.02%
296CAPITAL ONE FINL CORP14040H1052,205$393,1950.02%
297DUKE ENERGY CORP NEWDUKB3,645$392,7330.02%
298INVESCO EXCHANGE TRADED FD TIVZ9,680$390,5070.02%
299PACCAR INCPCAR3,745$389,5690.02%
300FISERV INCFISV1,882$386,6000.02%
301SYSCO CORPSYY5,055$386,5150.02%
302WATSCO INCWSO-B808$383,0040.02%
303SELECT SECTOR SPDR TR81369Y7042,903$382,4630.02%
304MCKESSON CORPMCK666$379,5790.02%
305PARKER-HANNIFIN CORPPH593$377,1830.02%
306RESMED INCRSMDF1,649$377,1110.02%
307PRIMORIS SVCS CORP74164F1034,927$376,4230.02%
308LULULEMON ATHLETICA INCLULU984$376,2910.02%
309TRAVELERS COMPANIES INCTRV1,551$373,6440.02%
310APPLOVIN CORPAPP1,153$373,3760.02%
311CORTEVA INCCTVA6,553$373,2590.02%
312CSX CORPCSX11,550$372,7230.02%
313WASTE MGMT INC DEL94106L1091,844$372,0150.02%
314CADENCE DESIGN SYSTEM INCCDNS1,234$370,7680.02%
315COMMVAULT SYS INCCVLT2,445$368,9750.02%
316AON PLCAON1,026$368,4450.02%
317ASTRAZENECA PLCAZN5,579$365,5550.02%
318WISDOMTREE TRWT7,258$365,2230.02%
319ISHARES TR4642871011,260$364,0380.02%
320TRANE TECHNOLOGIES PLCTT981$362,3400.02%
321CASTLE BIOSCIENCES INCCSTL13,575$361,7740.02%
322MICRON TECHNOLOGY INCMU4,294$361,3940.02%
323BLACKROCK INCBLK352$360,8820.02%
324SIMON PPTY GROUP INC NEW8288061092,088$359,5890.02%
325EMERSON ELEC COEMR2,897$359,0310.02%
326GENERAL MTRS CO37045V1006,703$357,0430.02%
327EQUINIX INCEQIX378$356,4310.02%
328WORKDAY INCWDAY1,377$355,3070.02%
329SMITH A O CORPAOS5,208$355,2380.02%
330CARPENTER TECHNOLOGY CORPCRS2,086$354,0150.02%
331CME GROUP INCCME1,523$353,7350.02%
332TRANSDIGM GROUP INCTDG278$352,3040.02%
333SPDR SER TR78468R7473,000$347,3980.02%
334MARVELL TECHNOLOGY INCMRVL3,131$345,8550.02%
335METLIFE INCMET-PF4,194$343,4050.02%
336SELECT SECTOR SPDR TR81369Y3084,274$335,9790.02%
337SCHWAB STRATEGIC TR80852470612,607$335,7220.02%
338CUMMINS INCCMI958$334,1280.02%
339BIO-TECHNE CORPTECH4,560$328,4260.02%
340CONSTELLATION ENERGY CORPCEG1,455$325,5020.02%
341GENERAL MLS INC3703341045,097$325,0250.02%
342MOTOROLA SOLUTIONS INCMSI697$322,1830.02%
343FIDELITY WISE ORIGIN BITCOINFBTC3,939$321,3440.02%
344ZOOM COMMUNICATIONS INCZM3,917$319,6660.02%
345SELECT SECTOR SPDR TR81369Y8864,196$317,5680.02%
346PINTEREST INCPINS10,931$316,9990.02%
347REVVITY INCRVTY2,829$315,7520.02%
348ROPER TECHNOLOGIES INCROP607$315,5520.02%
349VANECK ETF TRUST92189F1069,250$313,6680.02%
350DOORDASH INCDASH1,858$311,6800.02%
351SYNOPSYS INCSNPS637$309,1740.02%
352CANADIAN PACIFIC KANSAS CITYCP4,167$301,5780.02%
353TAKE-TWO INTERACTIVE SOFTWARTTWO1,617$297,6570.02%
354DELL TECHNOLOGIES INCDELL2,555$294,4730.02%
355FEDEX CORPFDX1,037$291,7520.02%
356CORNING INCGLW6,113$290,4970.02%
357DIMENSIONAL ETF TRUST25434V7088,395$290,3830.02%
358AIR PRODS & CHEMS INCAIIR999$289,7500.02%
359US BANCORP DELUSB-PS6,057$289,7060.02%
360MOODYS CORPMCO610$288,7640.02%
361ROBLOX CORPRBLX4,915$284,3820.02%
362DIGITAL RLTY TR INC2538681031,602$284,0490.02%
363KINDER MORGAN INC DELEP-PC10,327$282,9710.02%
364ISHARES TR4642887601,946$282,8140.02%
365ROLLINS INCROL6,076$281,6420.02%
366SCHLUMBERGER LTDSLB7,344$281,5640.02%
367WELLTOWER INCWELL2,195$276,6750.02%
368PTC INCPTC1,494$274,7020.02%
369PNC FINL SVCS GROUP INC6934751051,421$274,0440.02%
370CACI INTL INC127190304678$273,9530.02%
371AMERIPRISE FINL INC03076C106510$271,5450.02%
372OLD DOMINION FREIGHT LINE INODFL1,521$268,3460.02%
373CION INVT CORP17259U20423,521$268,1380.02%
374AMERICAN TOWER CORP NEW03027X1001,454$266,6780.02%
375MARRIOTT INTL INC NEW571903202952$265,5600.02%
376PROLOGIS INC.PLDGP2,498$264,0570.02%
377WIPRO LTDWIT74,510$263,7650.02%
378COMERICA INC2003401074,259$263,4190.02%
379AMDOCS LTDDOX3,072$261,5600.02%
380TARGET CORPTGT1,930$260,9340.02%
381NORFOLK SOUTHN CORP6558441081,102$258,6460.02%
382DOW INCDOW6,423$257,7550.02%
383GODADDY INCGDDY1,303$257,1730.02%
384TARGA RES CORPTRGP1,439$256,9220.02%
385MOELIS & COMC3,468$256,2160.02%
386CHART INDS INC16115Q3081,342$256,1070.02%
387FLOWSERVE CORPFLS4,428$254,6990.02%
388ISHARES TR46434V6214,116$252,4490.02%
389JOHNSON CTLS INTL PLCG515021053,195$252,1960.02%
390QXO INCQXO-PB15,834$251,7610.02%
391ONEOK INC NEWOKE2,502$251,2410.02%
392HEICO CORP NEWHEI-A1,050$249,5800.01%
393NIKE INCNKE3,295$249,3330.01%
394APOLLO GLOBAL MGMT INC03769M1061,505$248,5740.01%
395KADANT INCKAI720$248,3930.01%
396KROGER COKR4,052$247,7840.01%
397OCCIDENTAL PETE CORP6745991054,998$246,9510.01%
398ONESPAWORLD HOLDINGS LIMITEDOSW12,387$246,5010.01%
399NATERA INCNTRA1,554$245,9980.01%
400HDFC BANK LTDHDB3,741$238,9000.01%
401REPUBLIC SVCS INC7607591001,181$237,4940.01%
402TRUIST FINL CORP89832Q1095,466$237,1260.01%
403FAIR ISAAC CORPFICO119$236,9210.01%
404GENERAL DYNAMICS CORPGD892$235,0360.01%
405SONY GROUP CORPSNEJF11,094$234,7490.01%
406INFOSYS LTDINFY10,657$233,6010.01%
407WEST PHARMACEUTICAL SVSC INC955306105710$232,5760.01%
408PUBLIC SVC ENTERPRISE GRP IN7445731062,740$231,5340.01%
409SEMPRASREA2,639$231,4690.01%
410DOMINION ENERGY INCD4,250$228,9130.01%
411GALLAGHER ARTHUR J & CO363576109805$228,5020.01%
412WILLIAMS SONOMA INCWSM1,233$228,2440.01%
413EXPEDITORS INTL WASH INC3021301092,060$228,1860.01%
414UTZ BRANDS INCUTZ14,556$227,9470.01%
415SCHWAB STRATEGIC TR80852410210,027$227,6150.01%
416GOLDMAN SACHS ETF TRNVGLF1,976$227,5760.01%
417INSPIRED ENTMT INC45782N10825,000$226,2500.01%
418CINCINNATI FINL CORP1720621011,562$224,4190.01%
419CITIZENS FINL GROUP INCCIA5,118$223,9640.01%
420DR REDDYS LABS LTD25613520314,158$223,5550.01%
421ALIBABA GROUP HLDG LTDBBAAY2,625$222,5740.01%
422FERGUSON ENTERPRISES INCFERG1,276$222,1230.01%
423CINTAS CORPCTAS1,213$221,6170.01%
424FORTINET INCFTNT2,344$221,4610.01%
425CARRIER GLOBAL CORPORATIONCARR3,235$220,8270.01%
426FIRST CTZNS BANCSHARES INC N31946M103104$219,7840.01%
427TOYOTA MOTOR CORPTOYOF1,128$219,5200.01%
428EXELON CORPEXC5,762$216,8850.01%
429ECOLAB INCECL925$216,7610.01%
430FASTENAL COFAST3,009$216,3850.01%
431MONSTER BEVERAGE CORP NEWMNST4,115$216,2840.01%
432JACOBS SOLUTIONS INCJ1,617$216,0530.01%
433ISHARES TR46429B6972,424$215,2010.01%
434SCHWAB STRATEGIC TR8085246078,300$214,6310.01%
435REALTY INCOME CORPO3,972$212,1380.01%
436CAMECO CORPCCJ4,124$211,9320.01%
437CENCORA INCCOR938$210,7770.01%
438ENOVIX CORPORATIONENVX19,363$210,4760.01%
439LIBERTY MEDIA CORP DELFWONB3,087$210,1010.01%
440CHUNGHWA TELECOM CO LTDCHT5,531$208,2420.01%
441SELECT SECTOR SPDR TR81369Y407927$207,9210.01%
442SCHWAB STRATEGIC TR8085247556,208$206,1680.01%
443AUTODESK INCADSK696$205,7170.01%
444METTLER TOLEDO INTERNATIONALMTD168$205,5780.01%
445D R HORTON INC23331A1091,465$204,8400.01%
446RAYMOND JAMES FINL INC7547301091,312$203,7860.01%
447CANADIAN NAT RES LTD1363851016,585$203,2830.01%
448BLOCK INCBSQKZ2,390$203,1260.01%
449MICROSTRATEGY INCSTRK701$202,9660.01%
450ULTA BEAUTY INCULTA466$202,6770.01%
451DIAMONDBACK ENERGY INCFANG1,232$201,8990.01%
452PHILLIPS 66PSX1,762$200,7710.01%
453TETRA TECH INC NEWTTEK5,023$200,1160.01%
454ENERGY TRANSFER L PET-PI10,180$199,4260.01%
455INVESCO MUN OPPORTUNITY TRIVZ19,538$189,9100.01%
456INVESCO TR INVT GRADE MUNSIVZ18,774$189,6170.01%
457INVESCO MUNICIPAL TRUSTVKQ19,311$189,4410.01%
458NUVEEN QUALITY MUNCP INCOMENU16,066$187,3300.01%
459NUVEEN MUNICIPAL CREDIT INCNU15,375$187,1140.01%
460NUVEEN AMT FREE QLTY MUN INCNU16,566$186,8640.01%
461BLACKROCK MUNIHOLDINGS FD INBLK15,643$182,5520.01%
462MITSUBISHI UFJ FINL GROUP IN60682210415,205$178,2030.01%
463BLACKROCK MUNIYILD QULT FD IBLK15,195$175,0480.01%
464SUMITOMO MITSUI FINL GROUP I86562M20911,228$162,6940.01%
465NEXGEL INCNXGLW35,715$159,2890.01%
466WARNER BROS DISCOVERY INCWBD12,967$137,0610.01%
467LINDBLAD EXPEDITIONS HLDGS ILIND10,587$125,5620.01%
468UNITED MICROELECTRONICS CORPUMC18,119$117,5920.01%
469INVESCO ADVANTAGE MUN INCOMEIVZ13,241$115,7290.01%
470WESTERN ASSET MANAGED MUNS F95766M10510,954$111,7340.01%
471BLACKROCK MUNI INCOME TR IIBLK10,621$111,6290.01%
472PUTNAM MUN OPPORTUNITIES TR74692210310,989$111,3190.01%
473BLACKROCK N Y MUN INCOME TRUBLK10,907$111,1460.01%
474PIMCO MUN INCOME FD III72201A10315,083$111,0110.01%
475BLACKROCK MUN INCOME TRBLK11,198$110,4100.01%
476PIMCO MUN INCOME FD II72200W10613,582$109,8780.01%
477BLACKROCK MUNIYIELD FD INCBLK10,543$109,5370.01%
478BLACKROCK MUNIHOLDINGS QUALIBLK10,909$109,0900.01%
479EATON VANCE MUNI INCOME TRUSETN10,771$108,8950.01%
480BLACKROCK MUN INCOME QUALITYBLK10,011$108,6200.01%
481ALTI GLOBAL INCALTI16,059$70,8200.00%
482PIMCO CALIF MUN INCOME FD II72200M10812,077$69,0800.00%
483MIZUHO FINANCIAL GROUP INCMZHOF13,144$64,2740.00%
484BANCO SANTANDER S.A.BCDRF12,665$57,7520.00%
485STANDARD BIOTOOLS INCLAB31,091$54,4090.00%
486BIGBEAR AI HLDGS INCBBAI-WT10,000$44,5000.00%
487PLUG POWER INCPLUG18,516$39,4390.00%
488LLOYDS BANKING GROUP PLCLLOBF12,687$34,5090.00%
489LANZATECH GLOBAL INCLNZAW15,000$20,5500.00%
490OPENDOOR TECHNOLOGIES INCOPENZ11,286$18,0580.00%
491ADAPTIMMUNE THERAPEUTICS PLCADTI30,000$16,1610.00%
492ATHIRA PHARMA INC04746L10420,538$12,0500.00%