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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

AE Wealth Management LLC

Quarter ended Q3 2023 · Filed July 10, 2023 · Accession 0001697723-23-000004

Total Value
$16.63B
Positions
1,998
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL2,674,101$518.7M3.52%
2SPDR SER TR78464A8546,785,651$353.6M2.40%
3VANGUARD INDEX FDS922908363806,352$328.4M2.23%
4ISHARES TR464287200724,620$323.0M2.19%
5MICROSOFT CORPMSFT935,755$318.7M2.16%
6SPDR S&P 500 ETF TRSPY704,742$312.4M2.12%
7INVESCO QQQ TRIVZ750,253$277.2M1.88%
8SPDR SER TR78468R6632,962,625$272.0M1.85%
9ISHARES TR4642894381,154,016$183.0M1.24%
10ISHARES TR46436E7181,723,046$173.4M1.18%
11VANGUARD INDEX FDS922908736610,157$172.7M1.17%
12DIMENSIONAL ETF TRUST25434V7165,945,375$170.7M1.16%
13AMAZON COM INCAMZN1,274,441$166.1M1.13%
14ISHARES INC46434G1032,836,480$139.8M0.95%
15NVIDIA CORPORATIONNVDA293,144$124.0M0.84%
16ISHARES TR4642874321,181,615$121.6M0.82%
17ISHARES TR4642894201,758,376$118.6M0.80%
18ALPHABET INCGOOG897,468$107.4M0.73%
19ISHARES TR464287655555,092$104.0M0.71%
20ISHARES TR4642888851,082,628$103.3M0.70%
21VANGUARD INDEX FDS922908744725,595$103.1M0.70%
22VANGUARD INDEX FDS922908769462,880$102.0M0.69%
23VANGUARD SCOTTSDALE FDS92206C7712,205,735$101.4M0.69%
24VANGUARD SCOTTSDALE FDS92206C1021,744,931$100.7M0.68%
25SPDR SER TR78464A4091,575,060$96.1M0.65%
26EXXON MOBIL CORPXOM831,928$89.2M0.61%
27ISHARES TR46432F339655,323$88.4M0.60%
28HARTFORD FDS EXCHANGE TRADED41653L3052,494,874$83.4M0.57%
29ISHARES TR4642886201,553,977$77.8M0.53%
30SPDR SER TR78464A5081,689,007$73.0M0.49%
31ISHARES TR4642888771,442,894$70.6M0.48%
32TESLA INCTSLA267,688$70.1M0.48%
33ISHARES TR46429B697938,216$69.7M0.47%
34J P MORGAN EXCHANGE TRADED F46641Q8371,385,946$69.5M0.47%
35CHEVRON CORP NEWCVX426,042$67.0M0.45%
36COLLABORATIVE INVESTMNT SER19423L6233,338,512$66.1M0.45%
37PROCTER AND GAMBLE CO742718109427,502$64.9M0.44%
38UNITEDHEALTH GROUP INCUNH133,265$64.1M0.43%
39JPMORGAN CHASE & COVYLD433,377$63.0M0.43%
40SPDR GOLD TRGLD351,581$62.7M0.43%
41ISHARES TR464287473563,048$61.8M0.42%
42ISHARES TR46435G326989,759$60.5M0.41%
43SPDR SER TR78464A4742,015,094$59.3M0.40%
44BERKSHIRE HATHAWAY INC DELBRK-A171,442$58.5M0.40%
45SCHWAB STRATEGIC TR8085242011,112,854$58.3M0.40%
46SPDR DOW JONES INDL AVERAGE78467X109166,456$57.2M0.39%
47ISHARES TR464287804572,110$57.0M0.39%
48ISHARES TR464288414527,463$56.3M0.38%
49VERIZON COMMUNICATIONS INCVZ1,496,904$55.7M0.38%
50COLLABORATIVE INVESTMNT SER19423L6152,556,940$55.7M0.38%
51J P MORGAN EXCHANGE TRADED F46641Q332989,567$54.8M0.37%
52VANGUARD WHITEHALL FDS921946406515,435$54.7M0.37%
53JOHNSON & JOHNSONJNJ322,803$53.4M0.36%
54HOME DEPOT INCHD171,923$53.4M0.36%
55MCDONALDS CORPMCD176,601$52.7M0.36%
56PFIZER INCPFE1,424,762$52.3M0.35%
57META PLATFORMS INCMETA180,409$51.8M0.35%
58ISHARES TR464287226519,468$50.9M0.35%
59VISA INCV213,826$50.8M0.34%
60VANGUARD SCOTTSDALE FDS92206C706864,826$50.7M0.34%
61VANGUARD TAX-MANAGED FDS9219438581,094,482$50.5M0.34%
62CISCO SYS INCCSCO964,778$49.9M0.34%
63WALMART INCWMT303,619$47.7M0.32%
64FIRST TR EXCHNG TRADED FD VI33740U8441,397,244$46.7M0.32%
65MERCK & CO INCMRK403,183$46.5M0.32%
66VANGUARD SCOTTSDALE FDS92206C664612,692$46.3M0.31%
67ISHARES TR464287440479,536$46.3M0.31%
68VANGUARD INDEX FDS922908629209,522$46.1M0.31%
69AIM ETF PRODUCTS TRUST00888H4061,519,143$45.3M0.31%
70VANGUARD WORLD FDS92204A702100,304$44.4M0.30%
71PEPSICO INCPEP236,976$43.9M0.30%
72AT&T INCT-PC2,741,786$43.7M0.30%
73ISHARES TR464288661375,385$43.3M0.29%
74DIMENSIONAL ETF TRUST25434V1041,378,132$42.7M0.29%
75NORTHERN LTS FD TR IVNTRSO1,611,198$41.5M0.28%
76ABBVIE INCABBV306,966$41.4M0.28%
77JANUS DETROIT STR TR47103U886852,733$40.8M0.28%
78AIM ETF PRODUCTS TRUST00888H7371,551,210$40.0M0.27%
79PHILIP MORRIS INTL INC718172109408,984$39.9M0.27%
80VANGUARD SCOTTSDALE FDS92206C847619,679$39.4M0.27%
81PGIM ETF TR69344A107792,644$39.2M0.27%
82ISHARES TR464287721359,681$39.2M0.27%
83INNOVATOR ETFS TRINHD1,255,044$39.2M0.27%
84ALPHABET INCGOOG322,938$39.1M0.26%
85LILLY ELI & COLLY82,918$38.9M0.26%
86ISHARES TR46434V860767,378$38.9M0.26%
87MASTERCARD INCORPORATEDMA98,276$38.7M0.26%
88AIM ETF PRODUCTS TRUST00888H8691,533,728$38.2M0.26%
89SCHWAB STRATEGIC TR8085248051,064,938$38.0M0.26%
90ISHARES TR46432F842545,574$36.8M0.25%
91BILL HOLDINGS INCBILL311,941$36.5M0.25%
92ISHARES TR464287499496,382$36.3M0.25%
93WISDOMTREE TRWT713,316$35.9M0.24%
94AIM ETF PRODUCTS TRUST00888H7941,333,609$35.8M0.24%
95COCA COLA COKO594,612$35.8M0.24%
96COLLABORATIVE INVESTMNT SER19423L5811,793,261$35.7M0.24%
97SPDR SER TR78464A821497,706$35.7M0.24%
98ISHARES TR46434V407859,642$35.6M0.24%
99INTERNATIONAL BUSINESS MACHSINTR265,411$35.5M0.24%
100VANGUARD BD INDEX FDS921937827468,110$35.4M0.24%
101ISHARES TR46434V613776,037$35.3M0.24%
102SPDR SER TR78464A6641,155,095$34.5M0.23%
103ISHARES TR464287507131,811$34.5M0.23%
104INNOVATOR ETFS TRINHD1,059,453$33.6M0.23%
105ISHARES TR46429B2671,460,314$33.4M0.23%
106INNOVATOR ETFS TRINHD969,510$33.2M0.23%
107KIMBERLY-CLARK CORPKMB240,181$33.2M0.22%
108CAMBRIA ETF TR1320618622,440,460$33.1M0.22%
109ISHARES TR46434V621641,946$33.1M0.22%
110ISHARES GOLD TRIAU1,722,723$33.0M0.22%
111FIRST TR EXCHNG TRADED FD VI33740F805744,519$32.9M0.22%
112WORLD GOLD TRGLDW861,228$32.8M0.22%
113COLLABORATIVE INVESTMNT SER19423L5241,170,862$31.8M0.22%
114ADVANCED MICRO DEVICES INCAMD275,843$31.4M0.21%
115WISDOMTREE TRWT727,297$31.3M0.21%
116S&P GLOBAL INCSPGI77,946$31.2M0.21%
117ISHARES TR464287481322,501$31.2M0.21%
118ISHARES TR464287309440,649$31.1M0.21%
119WISDOMTREE TRWT736,317$31.0M0.21%
120FISERV INCFISV244,964$30.9M0.21%
121SCHWAB STRATEGIC TR808524797425,310$30.9M0.21%
122BROADCOM INCAVGO35,544$30.8M0.21%
123DIMENSIONAL ETF TRUST25434V401630,720$30.4M0.21%
124VANGUARD WORLD FD921910709348,471$30.3M0.21%
125ISHARES TR464289479567,402$29.8M0.20%
126VANGUARD ADMIRAL FDS INC921932703190,652$29.7M0.20%
127ISHARES TR464287614106,914$29.4M0.20%
128VANGUARD BD INDEX FDS921937835400,889$29.1M0.20%
129WATSCO INCWSO-B75,958$29.0M0.20%
130COSTCO WHSL CORP NEW22160K10553,737$28.9M0.20%
131INVESCO EXCH TRADED FD TR IIIVZ460,184$28.9M0.20%
132JANUS DETROIT STR TR47103U845577,910$28.8M0.20%
133SPDR SER TR78468R101988,489$28.5M0.19%
134FORD MTR CO DEL3453708601,877,246$28.4M0.19%
135ISHARES TR464288588300,108$28.0M0.19%
136FIRST TR EXCHNG TRADED FD VI33740F433915,941$27.6M0.19%
137SPDR SER TR78464A672971,422$27.5M0.19%
138ISHARES SILVER TRSLV1,305,131$27.3M0.18%
139FIRST TR MORNINGSTAR DIVID L336917109794,894$27.0M0.18%
140EXELON CORPEXC663,143$27.0M0.18%
141AIM ETF PRODUCTS TRUST00888H7521,042,931$27.0M0.18%
142LYONDELLBASELL INDUSTRIES NLYB288,332$26.5M0.18%
143DIMENSIONAL ETF TRUST25434V831992,617$26.3M0.18%
144AIM ETF PRODUCTS TRUST00888H307828,175$26.2M0.18%
145ISHARES TR46429B747267,923$26.1M0.18%
146ISHARES TR464287176242,725$26.1M0.18%
147ISHARES TR46434VAX81,030,386$26.1M0.18%
148GLOBAL X FDS37950E2911,547,558$25.8M0.18%
149CVS HEALTH CORPCVS372,496$25.8M0.17%
150NEXTERA ENERGY INCNEE-PW345,896$25.7M0.17%
151VANGUARD INTL EQUITY INDEX F922042858627,876$25.5M0.17%
152SPDR SER TR78464A805468,050$25.5M0.17%
153ABBOTT LABSABLZF232,655$25.4M0.17%
154SPDR SER TR78468R804179,286$25.2M0.17%
155SPDR INDEX SHS FDS78463X459436,021$25.0M0.17%
156FIRST TR EXCHNG TRADED FD VI33740F748637,387$24.8M0.17%
157FIRST TR EXCHANGE TRADED FD33734X2001,140,930$24.5M0.17%
158SELECT SECTOR SPDR TR81369Y209184,173$24.4M0.17%
159HP INCHPQ790,883$24.3M0.16%
160DOW INCDOW455,773$24.3M0.16%
161DIAMONDBACK ENERGY INCFANG184,705$24.3M0.16%
162SCHWAB STRATEGIC TR808524102464,789$24.0M0.16%
163VANGUARD INDEX FDS922908637118,521$24.0M0.16%
164SCHWAB STRATEGIC TR808524300318,395$23.9M0.16%
165SPDR INDEX SHS FDS78463X533835,794$23.8M0.16%
166SPDR INDEX SHS FDS78463X889728,935$23.7M0.16%
167COMCAST CORP NEWCCZ570,500$23.7M0.16%
168SPDR SER TR78464A649931,433$23.6M0.16%
169EMERSON ELEC COEMR260,315$23.5M0.16%
170SPDR SER TR78464A3671,006,402$23.4M0.16%
171LOCKHEED MARTIN CORPLMT50,710$23.3M0.16%
172VANGUARD INDEX FDS922908751115,839$23.0M0.16%
173DOMINION ENERGY INCD443,413$23.0M0.16%
174VANGUARD WORLD FD92191081696,310$22.7M0.15%
175ISHARES TR46434V100468,085$22.6M0.15%
176SEAGATE TECHNOLOGY HLDNGS PLSE363,582$22.5M0.15%
177SELECT SECTOR SPDR TR81369Y803127,288$22.1M0.15%
178PIMCO ETF TR72201R882233,639$21.5M0.15%
179FIRST TR EXCHNG TRADED FD VI33740F854625,450$21.3M0.14%
180GENUINE PARTS COGPC125,305$21.2M0.14%
181SALESFORCE INCCRM99,408$21.0M0.14%
182RAYTHEON TECHNOLOGIES CORPRTX214,359$21.0M0.14%
183BANK AMERICA CORP060505104727,573$20.9M0.14%
184ISHARES TR464288646415,311$20.8M0.14%
185QUALCOMM INCQCOM174,753$20.8M0.14%
186OMNICOM GROUP INCOMC218,027$20.7M0.14%
187VALERO ENERGY CORPVLO176,556$20.7M0.14%
188INVESCO EXCHANGE TRADED FD TIVZ138,200$20.7M0.14%
189ISHARES TR464288513275,152$20.7M0.14%
190INTERNATIONAL PAPER CO460146103647,682$20.6M0.14%
191PRUDENTIAL FINL INCPUKPF229,352$20.2M0.14%
192FIRST TR EXCHANGE-TRADED FD33739Q408338,932$20.1M0.14%
193NISOURCE INCNI731,934$20.0M0.14%
194FIRST TR EXCHNG TRADED FD VI33740F755798,278$20.0M0.14%
195SPDR SER TR78468R200648,493$19.9M0.13%
196SELECT SECTOR SPDR TR81369Y506243,385$19.8M0.13%
197INTERPUBLIC GROUP COS INCINTR508,424$19.6M0.13%
198US BANCORP DELUSB-PS592,414$19.6M0.13%
199HONEYWELL INTL INC43851610694,077$19.5M0.13%
200SOUTHERN COSOMN276,932$19.5M0.13%
201ADOBE SYSTEMS INCORPORATEDADBE39,782$19.5M0.13%
202ISHARES TR464288679176,021$19.4M0.13%
203FIRST TR EXCHANGE-TRADED FD33739Q200405,985$19.4M0.13%
204INVESCO ACTVELY MNGD ETC FDIVZ1,417,567$19.3M0.13%
205WISDOMTREE TRWT285,905$19.1M0.13%
206DISNEY WALT CO254687106213,052$19.0M0.13%
207VANECK ETF TRUST92189F437684,248$19.0M0.13%
208FIDELITY COVINGTON TRUST316092709332,207$18.9M0.13%
209ISHARES TR464287465256,935$18.6M0.13%
210NETFLIX INCNFLX42,132$18.6M0.13%
211VANGUARD SPECIALIZED FUNDS921908844114,187$18.5M0.13%
212AMERICAN ELEC PWR CO INC025537101219,051$18.4M0.13%
213CATERPILLAR INCCAT74,808$18.4M0.12%
214GENERAL MLS INC370334104239,875$18.4M0.12%
215SELECT SECTOR SPDR TR81369Y886280,867$18.4M0.12%
216AMGEN INCAMGN82,552$18.3M0.12%
217DTE ENERGY CODTK166,362$18.3M0.12%
218PUBLIC SVC ENTERPRISE GRP IN744573106292,046$18.3M0.12%
219VANGUARD INDEX FDS922908611110,526$18.3M0.12%
220UNITED PARCEL SERVICE INCUPS101,556$18.2M0.12%
221ONEOK INC NEWOKE294,654$18.2M0.12%
222SPDR SER TR78464A359258,554$18.1M0.12%
223ISHARES TR464287242167,145$18.1M0.12%
224WALGREENS BOOTS ALLIANCE INC931427108632,136$18.0M0.12%
225J P MORGAN EXCHANGE TRADED F46654Q203371,334$18.0M0.12%
226CONAGRA BRANDS INCCAG529,361$17.9M0.12%
227ENTERGY CORP NEWENO180,774$17.6M0.12%
228ISHARES TR46429B663174,576$17.6M0.12%
229AIM ETF PRODUCTS TRUST00888H760667,063$17.6M0.12%
230EDISON INTL281020107250,882$17.4M0.12%
231HUNTINGTON BANCSHARES INCHBANP1,613,656$17.4M0.12%
232PRINCIPAL FINANCIAL GROUP INPFG229,324$17.4M0.12%
233TRUIST FINL CORP89832Q109572,328$17.4M0.12%
234AMERISOURCEBERGEN CORPCOR89,520$17.2M0.12%
235OGE ENERGY CORPOGE478,225$17.2M0.12%
236SPDR SER TR78464A144593,453$17.1M0.12%
237THERMO FISHER SCIENTIFIC INCTMO32,446$16.9M0.11%
238FRANKLIN RESOURCES INCBEN631,504$16.9M0.11%
239DEVON ENERGY CORP NEW25179M103347,898$16.8M0.11%
240CMS ENERGY CORPCMS-PC282,888$16.6M0.11%
241ISHARES GOLD TRIAU456,555$16.6M0.11%
242ISHARES TR46436E833753,501$16.6M0.11%
243COSTAR GROUP INCCSGP185,759$16.5M0.11%
244FIRST TR EXCHANGE-TRADED FD33733E104219,714$16.5M0.11%
245SPDR SER TR78464A201214,253$16.5M0.11%
246ISHARES TR464287457202,915$16.5M0.11%
247PROSHARES TR74347B4251,183,701$16.4M0.11%
248ISHARES TR464288810290,690$16.4M0.11%
249SELECT SECTOR SPDR TR81369Y308219,923$16.3M0.11%
250ISHARES TR46432F859348,481$16.3M0.11%
251FORTINET INCFTNT211,083$16.0M0.11%
252FS KKR CAP CORPFSK830,693$15.9M0.11%
253AIM ETF PRODUCTS TRUST00888H745606,201$15.9M0.11%
254ALLIANT ENERGY CORPLNT301,352$15.8M0.11%
255FIFTH THIRD BANCORPFITBM599,973$15.7M0.11%
256ACCENTURE PLC IRELANDACN50,920$15.7M0.11%
257ORACLE CORPORCL-PD131,802$15.7M0.11%
258VANGUARD SCOTTSDALE FDS92206C409207,020$15.7M0.11%
259INVESCO LTDIVZ930,323$15.6M0.11%
260VANGUARD WORLD FDS92204A10855,188$15.6M0.11%
261FIRST TR EXCHNG TRADED FD VI33740U703723,857$15.6M0.11%
262PROLOGIS INC.PLDGP126,141$15.5M0.10%
263KEYCORP4932671081,672,761$15.5M0.10%
264NRG ENERGY INCNRG407,989$15.3M0.10%
265DIMENSIONAL ETF TRUST25434V815592,098$15.2M0.10%
266PPL CORPPPLC574,022$15.2M0.10%
267AMERICAN CENTY ETF TR025072877194,707$15.1M0.10%
268TIDAL ETF TR II88634T535745,881$14.9M0.10%
269ISHARES TR464287663190,419$14.9M0.10%
270FIDELITY COMWLTH TR315912808273,539$14.8M0.10%
271NIKE INCNKE133,454$14.7M0.10%
272INTUITINTU32,034$14.7M0.10%
273FIRST TR EXCHNG TRADED FD VI33740F441469,071$14.7M0.10%
274VANGUARD CHARLOTTE FDS92203J407299,234$14.6M0.10%
275COMERICA INC200340107343,517$14.6M0.10%
276PACER FDS TR69374H881303,096$14.5M0.10%
277CITIZENS FINL GROUP INCCIA552,394$14.4M0.10%
278INNOVATOR ETFS TRINHD480,044$14.3M0.10%
279ALTRIA GROUP INCMO316,259$14.3M0.10%
280VANGUARD INDEX FDS922908553170,382$14.2M0.10%
281WISDOMTREE TRWT438,382$14.2M0.10%
282SONOCO PRODS CO835495102240,227$14.2M0.10%
283LINDE PLCLIN37,169$14.2M0.10%
284FIRST TR VALUE LINE DIVID IN33734H106351,205$14.1M0.10%
285INVESCO EXCH TRADED FD TR IIIVZ92,037$14.0M0.09%
286FIRSTENERGY CORPFE358,459$13.9M0.09%
287SSGA ACTIVE TR78470P408320,609$13.9M0.09%
288AMERICAN EXPRESS COAXP79,524$13.9M0.09%
289GOLDMAN SACHS PHYSICAL GOLD38150K103726,533$13.8M0.09%
290FIRST TR EXCHNG TRADED FD VI33740U752551,968$13.8M0.09%
291ISHARES TR46432F39695,535$13.8M0.09%
292WEC ENERGY GROUP INCWEC155,588$13.7M0.09%
293DIMENSIONAL ETF TRUST25434V872327,403$13.7M0.09%
294ISHARES TR46428754934,753$13.7M0.09%
295INNOVATOR ETFS TRINHD406,727$13.6M0.09%
296FIRST TR NAS100 EQ WEIGHTED337344105127,301$13.6M0.09%
297FIRST TR EXCHANGE-TRADED FD33738R118230,675$13.5M0.09%
298IDEX CORP45167R10462,802$13.5M0.09%
299WISDOMTREE TRWT335,766$13.5M0.09%
300BRISTOL-MYERS SQUIBB COCELG-RI209,627$13.4M0.09%
301ISHARES TR46432F834213,449$13.4M0.09%
302WELLS FARGO CO NEW949746101312,885$13.4M0.09%
303SHOPIFY INCSHOP205,084$13.2M0.09%
304ISHARES TR46436E882533,353$13.2M0.09%
305NEW YORK CMNTY BANCORP INC6494451031,173,772$13.2M0.09%
306PAYPAL HLDGS INCPYPL197,538$13.2M0.09%
307IDEXX LABS INC45168D10426,240$13.2M0.09%
308FIRST TR EXCHNG TRADED FD VI33740U307346,002$13.1M0.09%
309ISHARES TR464287671134,093$13.1M0.09%
310FIDELITY NATIONAL FINANCIALFNF362,859$13.1M0.09%
311INTEL CORPINTC387,238$12.9M0.09%
312APPLIED MATLS INC03822210589,222$12.9M0.09%
313ISHARES TR46428740879,975$12.9M0.09%
314NEWELL BRANDS INCNWL1,479,623$12.9M0.09%
315VANGUARD SCOTTSDALE FDS92206C870161,789$12.8M0.09%
316DUKE ENERGY CORP NEWDUKB142,352$12.8M0.09%
317ISHARES TR46428762251,915$12.7M0.09%
318HCA HEALTHCARE INCHCA41,686$12.7M0.09%
319AIM ETF PRODUCTS TRUST00888H208448,357$12.6M0.09%
320ISHARES TR464288638248,811$12.6M0.09%
321DEERE & CODE30,765$12.5M0.08%
322CITIGROUP INCC-PR270,671$12.5M0.08%
323SELECT SECTOR SPDR TR81369Y852191,029$12.4M0.08%
324CSX CORPCSX363,708$12.4M0.08%
325SIMPLIFY EXCHANGE TRADED FUN82889N657545,601$12.4M0.08%
326BOEING COBA-PA58,286$12.3M0.08%
327ISHARES TR46435G425126,167$12.3M0.08%
328FIDELITY COVINGTON TRUST316092881262,841$12.3M0.08%
329SIMPLIFY EXCHANGE TRADED FUN82889N798833,581$12.3M0.08%
330SELECT SECTOR SPDR TR81369Y40771,628$12.2M0.08%
331SERVICENOW INCNOW21,573$12.1M0.08%
332BP PLCBPPFF343,252$12.1M0.08%
333WASTE MGMT INC DEL94106L10969,351$12.0M0.08%
334TJX COS INC NEW872540109141,238$12.0M0.08%
335INTERCONTINENTAL EXCHANGE IN45866F104105,346$11.9M0.08%
336AGILENT TECHNOLOGIES INCA98,800$11.9M0.08%
337ISHARES TR464288281136,967$11.9M0.08%
338UNION PAC CORPUNP57,830$11.8M0.08%
339AIM ETF PRODUCTS TRUST00888H786446,235$11.8M0.08%
340ISHARES TR464287234297,427$11.8M0.08%
341DIMENSIONAL ETF TRUST25434V690381,529$11.6M0.08%
342GOLDMAN SACHS GROUP INCGSCE35,969$11.6M0.08%
343AMDOCS LTDDOX117,341$11.6M0.08%
344ISHARES TR46434V803373,999$11.6M0.08%
345ISHARES TR464288687374,600$11.6M0.08%
346VANGUARD INDEX FDS92290851283,575$11.6M0.08%
347WISDOMTREE TRWT305,889$11.3M0.08%
348FIDELITY COVINGTON TRUST316092600174,253$11.0M0.07%
349BORGWARNER INCBWA222,765$10.9M0.07%
350ISHARES TR464287150110,828$10.8M0.07%
351MICROCHIP TECHNOLOGY INC.MCHPP120,965$10.8M0.07%
352ADVISORSHARES TR00768Y420447,234$10.8M0.07%
353WORKDAY INCWDAY47,110$10.6M0.07%
354INTUITIVE SURGICAL INCISRG30,969$10.6M0.07%
355YUM BRANDS INCYUM75,298$10.4M0.07%
356VANECK ETF TRUST92189F643130,614$10.4M0.07%
357CADENCE DESIGN SYSTEM INCCDNS44,413$10.4M0.07%
358SCHWAB CHARLES CORPSCHW-PJ183,474$10.4M0.07%
359AFLAC INCAFL148,456$10.4M0.07%
360GOLDMAN SACHS ETF TRNVGLF103,428$10.4M0.07%
361SELECT SECTOR SPDR TR81369Y70496,434$10.3M0.07%
362SCHWAB STRATEGIC TR808524870197,051$10.3M0.07%
363FIDELITY MERRIMACK STR TR316188309225,848$10.3M0.07%
364PHILLIPS EDISON & CO INCPECO300,669$10.2M0.07%
365KINDER MORGAN INC DELEP-PC591,375$10.2M0.07%
366HUBSPOT INCHUBS19,100$10.2M0.07%
367VANGUARD BD INDEX FDS921937819134,913$10.1M0.07%
368VANGUARD WORLD FDS92204A405124,761$10.1M0.07%
369ISHARES TR464288257105,563$10.1M0.07%
370VANGUARD WORLD FDS92204A20752,035$10.1M0.07%
371FIRST TR EXCHANGE TRAD FD VI33740Y101357,450$10.1M0.07%
3723M COMMM99,686$10.0M0.07%
373HUMANA INCHUM22,264$10.0M0.07%
374LOWES COS INC54866110743,980$9.9M0.07%
375CONOCOPHILLIPSCOP95,684$9.9M0.07%
376MONSTER BEVERAGE CORP NEWMNST170,461$9.8M0.07%
377NUCOR CORPNUE59,431$9.7M0.07%
378ENTERPRISE PRODS PARTNERS L293792107367,867$9.7M0.07%
379ISHARES TR46435G847335,489$9.5M0.06%
380KROGER COKR201,257$9.5M0.06%
381VANGUARD STAR FDS921909768167,854$9.4M0.06%
382FIRST TR EXCHNG TRADED FD VI33740F888388,695$9.4M0.06%
383ISHARES TR464287119148,197$9.2M0.06%
384TEXAS INSTRS INC88250810450,932$9.2M0.06%
385AIM ETF PRODUCTS TRUST00888H836337,192$9.2M0.06%
386OLD DOMINION FREIGHT LINE INODFL24,718$9.1M0.06%
387VICTORY PORTFOLIOS II92647N535185,016$9.0M0.06%
388MEDTRONIC PLCMDT102,467$9.0M0.06%
389STARBUCKS CORPSBUX90,795$9.0M0.06%
390ATLASSIAN CORPORATIONTEAM53,512$9.0M0.06%
391OCCIDENTAL PETE CORP674599105151,009$8.9M0.06%
392GLOBE LIFE INCGL-PD80,435$8.8M0.06%
393FIDELITY COVINGTON TRUST316092873218,952$8.8M0.06%
394SCHWAB STRATEGIC TR808524607200,857$8.8M0.06%
395DIGITAL RLTY TR INC25386810377,026$8.8M0.06%
396FLEXSHARES TRFLEX186,906$8.8M0.06%
397INVESCO EXCHANGE TRADED FD TIVZ24,871$8.7M0.06%
398WISDOMTREE TRWT252,732$8.7M0.06%
399DIMENSIONAL ETF TRUST25434V609187,211$8.7M0.06%
400ISHARES TR46428865378,351$8.7M0.06%
401LAUDER ESTEE COS INC51843910444,068$8.7M0.06%
402SSGA ACTIVE TR78470P507334,470$8.7M0.06%
403SCHWAB STRATEGIC TR808524839186,252$8.6M0.06%
404THE CIGNA GROUP12552310030,583$8.6M0.06%
405WISDOMTREE TRWT303,470$8.5M0.06%
406SPDR SER TR78464A375263,341$8.5M0.06%
407AMERICAN CENTY ETF TR025072562202,707$8.4M0.06%
408DIMENSIONAL ETF TRUST25434V708307,752$8.4M0.06%
409DANAHER CORPORATION23585110234,706$8.3M0.06%
410DIMENSIONAL ETF TRUST25434V203304,813$8.3M0.06%
411FIRST TR EXCHANGE TRADED FD33734X101150,329$8.3M0.06%
412ON SEMICONDUCTOR CORPON87,217$8.2M0.06%
413VEEVA SYS INCVEEV41,648$8.2M0.06%
414INVESCO EXCH TRADED FD TR IIIVZ419,862$8.2M0.06%
415DIMENSIONAL ETF TRUST25434V823379,619$8.2M0.06%
416EXCHANGE LISTED FDS TR30151E699369,849$8.2M0.06%
417ELEVANCE HEALTH INCELV18,271$8.1M0.06%
418VANECK ETF TRUST92189F106269,582$8.1M0.06%
419MORGAN STANLEYMS-PQ94,967$8.1M0.06%
420NXP SEMICONDUCTORS N VNXPI39,467$8.1M0.05%
421FIDELITY COVINGTON TRUST316092204110,095$8.1M0.05%
422FIRST TR EXCHNG TRADED FD VI33740F516242,480$7.9M0.05%
423QORVO INCQRVO76,765$7.8M0.05%
424HUNT J B TRANS SVCS INC44565810743,132$7.8M0.05%
425FIRST TR EXCHANGE-TRADED FD33738R506165,010$7.8M0.05%
426BERKSHIRE HATHAWAY INC DELBRK-A15$7.8M0.05%
427BELPOINTE PREP LLCOZ90,190$7.8M0.05%
428TARGET CORPTGT58,777$7.8M0.05%
429AUTOMATIC DATA PROCESSING INADP35,069$7.7M0.05%
430OKTA INCOKTA110,310$7.6M0.05%
431VANGUARD SCOTTSDALE FDS92206C680107,919$7.6M0.05%
432MARATHON PETE CORPMARA65,450$7.6M0.05%
433INVESCO EXCH TRD SLF IDX FDIVZ358,058$7.6M0.05%
434EDWARDS LIFESCIENCES CORPEW80,304$7.6M0.05%
435SELECT SECTOR SPDR TR81369Y605224,296$7.6M0.05%
436EXCHANGE LISTED FDS TR30151E715337,747$7.6M0.05%
437FIDELITY COVINGTON TRUST316092857300,766$7.5M0.05%
438PROGRESSIVE CORP74331510356,896$7.5M0.05%
439ISHARES INC46434G764144,783$7.5M0.05%
440MICRON TECHNOLOGY INCMU118,103$7.5M0.05%
441SPDR SER TR78464A383339,670$7.4M0.05%
442FIDELITY COVINGTON TRUST316092402334,722$7.4M0.05%
443ISHARES TR46435U713189,291$7.4M0.05%
444ARCHER DANIELS MIDLAND COADM97,358$7.4M0.05%
445HEICO CORP NEWHEI-A52,172$7.3M0.05%
446T-MOBILE US INCTMUSZ51,915$7.2M0.05%
447CORNING INCGLW205,474$7.2M0.05%
448VANGUARD INTL EQUITY INDEX F92204274273,347$7.1M0.05%
449CASELLA WASTE SYS INCCWST78,638$7.1M0.05%
450FIDELITY COVINGTON TRUST316092865168,223$7.1M0.05%
451ISHARES TR46428764829,187$7.1M0.05%
452VANGUARD WHITEHALL FDS921946794111,592$7.1M0.05%
453VANGUARD BD INDEX FDS92193779393,330$7.0M0.05%
454ISHARES TR46428752313,733$7.0M0.05%
455ISHARES TR46429B366151,504$6.9M0.05%
456J P MORGAN EXCHANGE TRADED F46641Q308136,846$6.9M0.05%
457ISHARES TR464289875169,537$6.9M0.05%
458VANGUARD INDEX FDS92290859529,701$6.8M0.05%
459FIRST TR LRG CP VL ALPHADEX33735J101101,865$6.8M0.05%
460GLOBAL X FDS37954Y483376,964$6.7M0.05%
461MCKESSON CORPMCK15,629$6.7M0.05%
462TAKE-TWO INTERACTIVE SOFTWARTTWO45,230$6.7M0.05%
463FIRST TR EXCHNG TRADED FD VI33740F862171,571$6.6M0.04%
464MONDELEZ INTL INC60920710590,679$6.6M0.04%
465GENERAL ELECTRIC CO36960430159,531$6.5M0.04%
466THE TRADE DESK INC88339J10584,652$6.5M0.04%
467AMERICAN TOWER CORP NEW03027X10033,480$6.5M0.04%
468EOG RES INCEOG56,627$6.5M0.04%
469ISHARES TR464289883183,147$6.5M0.04%
470FEDEX CORPFDX26,024$6.5M0.04%
471DIMENSIONAL ETF TRUST25434V765262,793$6.4M0.04%
472FIRST TR EXCHANGE-TRADED FD33741X102227,022$6.4M0.04%
473SPDR SER TR78464A83993,174$6.4M0.04%
474GENERAL DYNAMICS CORPGD29,782$6.4M0.04%
475PEAKSTONE REALTY TRUSTPKST229,408$6.4M0.04%
476WISDOMTREE TRWT204,118$6.4M0.04%
477MARRIOTT INTL INC NEW57190320234,603$6.4M0.04%
478PIONEER NAT RES CO72378710730,582$6.3M0.04%
479PIMCO ETF TR72201R83363,384$6.3M0.04%
480ZOETIS INCZTS36,186$6.2M0.04%
481CENTERPOINT ENERGY INCCNP213,658$6.2M0.04%
482ARES CAPITAL CORPARCC328,939$6.2M0.04%
483SPDR S&P MIDCAP 400 ETF TRMDY12,696$6.1M0.04%
484FIRST TR EXCHANGE-TRADED FD33739Q705114,967$6.1M0.04%
485FIRST TR EXCHANGE-TRADED FD33739G103126,156$6.0M0.04%
486TIDAL ETF TR886364660343,537$6.0M0.04%
487GLOBAL X FDS37954Y475145,810$6.0M0.04%
488ZIONS BANCORPORATION N A989701107221,317$5.9M0.04%
489SPDR INDEX SHS FDS78463X848226,898$5.9M0.04%
490VANECK ETF TRUST92189F429334,194$5.9M0.04%
491SCHWAB STRATEGIC TR808524862122,625$5.9M0.04%
492BECTON DICKINSON & COBDX22,179$5.9M0.04%
493IQVIA HLDGS INCIQV25,994$5.8M0.04%
494VERTEX PHARMACEUTICALS INCVRTX16,547$5.8M0.04%
495SPDR SER TR78468R853149,881$5.8M0.04%
496WEYERHAEUSER CO MTN BEWY173,624$5.8M0.04%
497BLACKSTONE INCBX62,541$5.8M0.04%
498ISHARES TR46428776220,682$5.8M0.04%
499FIRST TR EXCHNG TRADED FD VI33740F573272,272$5.8M0.04%
500DELTA AIR LINES INC DELDAL121,326$5.8M0.04%