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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 COMBINATION REPORT

AE Wealth Management LLC

Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001697723-25-000003

Total Value
$11.89B
Positions
16,117
Other Managers
48
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363347,607$178.6M2.20%
2APPLE INCAAPL786,201$174.6M2.15%
3JANUS DETROIT STR TR47103U8863,364,386$165.4M2.04%
4MICROSOFT CORPMSFT361,480$135.7M1.67%
5SPDR SER TR78464A8542,055,436$135.2M1.67%
6ISHARES TR464289438597,066$125.9M1.55%
7NVIDIA CORPORATIONNVDA1,161,119$125.8M1.55%
8AIM ETF PRODUCTS TRUST00888H8023,320,283$110.3M1.36%
9AIM ETF PRODUCTS TRUST00888H7943,490,040$104.5M1.29%
10FIRST TR EXCHNG TRADED FD VI33740U6793,015,360$99.8M1.23%
11AMAZON COM INCAMZN505,695$96.2M1.19%
12ISHARES TR464287200166,290$93.4M1.15%
13ISHARES TR46432F339498,631$85.2M1.05%
14SPDR SER TR78464A4091,042,929$83.8M1.03%
15ISHARES TR4642894201,007,668$82.8M1.02%
16ISHARES INC46434G1031,261,438$68.1M0.84%
17ISHARES TR464288885674,736$67.5M0.83%
18ISHARES TR464287309726,641$67.5M0.83%
19AIM ETF PRODUCTS TRUST00888H7031,847,010$64.9M0.80%
20AIM ETF PRODUCTS TRUST00888H6041,712,648$63.7M0.79%
21ISHARES TR4642888771,056,204$62.3M0.77%
22AIM ETF PRODUCTS TRUST00888H6462,322,794$60.9M0.75%
23PIMCO ETF TR72201R577596,245$60.3M0.74%
24VANGUARD SCOTTSDALE FDS92206C1021,013,520$59.5M0.73%
25AIM ETF PRODUCTS TRUST00888H5051,681,100$59.0M0.73%
26BLACKROCK ETF TRUSTBLK1,203,338$58.7M0.72%
27JANUS DETROIT STR TR47103U8451,153,947$58.5M0.72%
28META PLATFORMS INCMETA99,208$57.2M0.70%
29ALPHABET INCGOOG362,102$56.0M0.69%
30AIM ETF PRODUCTS TRUST00888H8771,592,030$50.3M0.62%
31AMERICAN CENTY ETF TR0250725621,203,324$49.8M0.61%
32BERKSHIRE HATHAWAY INC DELBRK-A93,495$49.8M0.61%
33AIM ETF PRODUCTS TRUST00888H8361,574,797$48.8M0.60%
34SPDR SER TR78464A508923,403$47.2M0.58%
35PIMCO ETF TR72201R833441,211$44.4M0.55%
36SIMPLIFY EXCHANGE TRADED FUN82889N6572,001,817$44.0M0.54%
37ELEVATION SERIES TRUST2103225091,743,156$43.2M0.53%
38PROCTER AND GAMBLE CO742718109251,334$42.8M0.53%
39VANGUARD SCOTTSDALE FDS92206C771894,384$41.4M0.51%
40EXXON MOBIL CORPXOM343,133$40.8M0.50%
41JPMORGAN CHASE & CO.VYLD163,518$40.1M0.49%
42SPDR S&P 500 ETF TRSPY70,614$39.5M0.49%
43ISHARES TR464287408204,591$39.0M0.48%
44ISHARES TR464288620743,515$38.0M0.47%
45ISHARES TR464287473291,640$36.7M0.45%
46APPLE INCAAPL164,773$36.6M0.45%
47ISHARES TR464288414341,015$36.0M0.44%
48UNITEDHEALTH GROUP INCUNH68,311$35.8M0.44%
49BROADCOM INCAVGO211,673$35.4M0.44%
50INVESCO QQQ TRIVZ75,386$35.3M0.44%
51VANGUARD SCOTTSDALE FDS92206C706580,515$34.5M0.42%
52MCDONALDS CORPMCD107,879$33.7M0.42%
53MICROSOFT CORPMSFT82,156$30.8M0.38%
54TESLA INCTSLA118,263$30.6M0.38%
55PIMCO ETF TR72201R5851,155,757$30.5M0.38%
56HOME DEPOT INCHD80,919$29.7M0.37%
57JOHNSON & JOHNSONJNJ175,205$29.1M0.36%
58FIDELITY COVINGTON TRUST316092709416,571$28.5M0.35%
59SIMPLIFY EXCHANGE TRADED FUN82889N699954,903$28.3M0.35%
60CHEVRON CORP NEWCVX168,938$28.3M0.35%
61APPLE INCAAPL126,647$28.1M0.35%
62VISA INCV78,432$27.5M0.34%
63BONDBLOXX ETF TRUST09789C861547,051$27.2M0.34%
64NVIDIA CORPORATIONNVDA247,210$26.8M0.33%
65VANGUARD INDEX FDS92290873672,124$26.7M0.33%
66SPDR SER TR78464A821320,599$25.5M0.31%
67PHILIP MORRIS INTL INC718172109159,959$25.4M0.31%
68VERIZON COMMUNICATIONS INCVZ559,577$25.4M0.31%
69LISTED FD TR53656F672704,699$25.3M0.31%
70SIMPLIFY EXCHANGE TRADED FUN82889N8631,384,815$25.2M0.31%
71SIMPLIFY EXCHANGE TRADED FUN82889N640989,070$24.4M0.30%
72SCHWAB STRATEGIC TR8085248051,232,992$24.4M0.30%
73CISCO SYS INCCSCO389,986$24.1M0.30%
74ELEVATION SERIES TRUST210322400959,716$23.9M0.29%
75MASTERCARD INCORPORATEDMA42,658$23.4M0.29%
76FIDELITY COVINGTON TRUST316092204275,435$23.3M0.29%
77VANGUARD SCOTTSDALE FDS92206C847403,406$23.2M0.29%
78ISHARES TR46434V613501,823$23.1M0.28%
79DIMENSIONAL ETF TRUST25434V104594,563$22.9M0.28%
80JANUS DETROIT STR TR47103U886462,826$22.7M0.28%
81SPDR SER TR78464A664829,382$22.6M0.28%
82MICROSOFT CORPMSFT60,003$22.5M0.28%
83ABBVIE INCABBV107,172$22.5M0.28%
84FIRST TR EXCHANGE TRADED FD33734X200918,127$22.2M0.27%
85VANGUARD WHITEHALL FDS921946406171,865$22.2M0.27%
86ELI LILLY & COLLY26,583$22.0M0.27%
87JANUS DETROIT STR TR47103U886444,137$21.8M0.27%
88SPDR INDEX SHS FDS78463X459332,026$21.6M0.27%
89SPDR GOLD TRGLD75,006$21.6M0.27%
90ISHARES TR464288646410,106$21.5M0.26%
91AT&T INCT-PC750,655$21.2M0.26%
92LISTED FD TR53656F722566,636$21.2M0.26%
93ISHARES TR464287481178,947$21.0M0.26%
94SIMPLIFY EXCHANGE TRADED FUN82889N7981,587,971$21.0M0.26%
95ISHARES TR464287721149,125$20.9M0.26%
96ISHARES TR46435G326303,579$20.9M0.26%
97NVIDIA CORPORATIONNVDA191,674$20.8M0.26%
98ISHARES TR46428764880,037$20.5M0.25%
99PIMCO ETF TR72201R775219,870$20.3M0.25%
100ISHARES TR464288588216,491$20.3M0.25%
101FIDELITY COVINGTON TRUST316092865392,762$20.0M0.25%
102PIMCO ETF TR72201R585753,442$19.9M0.24%
103PALANTIR TECHNOLOGIES INCPLTR233,280$19.7M0.24%
104COSTCO WHSL CORP NEW22160K10520,782$19.7M0.24%
105ALTRIA GROUP INCMO322,376$19.3M0.24%
106SPDR SER TR78464A839246,381$19.0M0.23%
107AMERICAN CENTY ETF TR025072562457,862$19.0M0.23%
108DIMENSIONAL ETF TRUST25434V104492,725$18.9M0.23%
109ISHARES TR46428710169,595$18.8M0.23%
110ISHARES TR46432F39692,824$18.8M0.23%
111ELEVATION SERIES TRUST210322608784,282$18.6M0.23%
112AMAZON COM INCAMZN93,816$17.8M0.22%
113APPLE INCAAPL79,989$17.8M0.22%
114BANK AMERICA CORP060505104422,627$17.6M0.22%
115VANECK ETF TRUST92189F437610,874$17.6M0.22%
116SPDR SER TR78464A409218,079$17.5M0.22%
117GLOBAL X FDS37950E291924,104$17.4M0.21%
118DIMENSIONAL ETF TRUST25434V104451,172$17.3M0.21%
119FIDELITY COVINGTON TRUST316092378519,166$17.2M0.21%
120ISHARES INC46434G764312,192$17.2M0.21%
121NETFLIX INCNFLX18,160$16.9M0.21%
122SELECT SECTOR SPDR TR81369Y506177,115$16.6M0.20%
123COLLABORATIVE INVESTMNT SER19423L466725,417$16.5M0.20%
124J P MORGAN EXCHANGE TRADED F46641Q837324,468$16.4M0.20%
125SPDR SER TR78464A409204,286$16.4M0.20%
126INNOVATOR ETFS TRUSTINHD456,458$16.4M0.20%
127FIDELITY COVINGTON TRUST316092881336,642$16.3M0.20%
128MERCK & CO INCMRK181,169$16.3M0.20%
129SALESFORCE INCCRM58,527$15.7M0.19%
130INVESCO ACTIVELY MANAGED EXCIVZ600,907$15.3M0.19%
131ISHARES TR46429B267656,922$15.1M0.19%
132SPDR SER TR78464A409187,537$15.1M0.19%
133AIM ETF PRODUCTS TRUST00888H679539,957$15.1M0.19%
134WALMART INCWMT171,409$15.0M0.19%
135PIMCO ETF TR72201R775161,407$14.9M0.18%
136APPLE INCAAPL66,598$14.8M0.18%
137MICROSOFT CORPMSFT39,253$14.7M0.18%
138ISHARES TR46438G588588,211$14.7M0.18%
139ISHARES TR46428720026,042$14.6M0.18%
140ISHARES TR46432F842192,717$14.6M0.18%
141FIDELITY COMWLTH TR315912808209,445$14.3M0.18%
142GOLDMAN SACHS GROUP INCGSCE26,089$14.3M0.18%
143ISHARES TR46428720025,363$14.3M0.18%
144VANGUARD BD INDEX FDS92203C303283,009$14.1M0.17%
145BERKSHIRE HATHAWAY INC DELBRK-A26,460$14.1M0.17%
146VANGUARD INDEX FDS92290874481,202$14.0M0.17%
147APPLE INCAAPL61,841$13.7M0.17%
148AMERICAN CENTY ETF TR025072562330,680$13.7M0.17%
149SIMPLIFY EXCHANGE TRADED FUN82889N632620,098$13.6M0.17%
150META PLATFORMS INCMETA23,508$13.5M0.17%
151AMAZON COM INCAMZN71,053$13.5M0.17%
152BERKSHIRE HATHAWAY INC DELBRK-A25,227$13.4M0.17%
153VANGUARD SCOTTSDALE FDS92206C664166,532$13.4M0.17%
154WELLS FARGO CO NEW949746101186,527$13.4M0.17%
155SPDR INDEX SHS FDS78463X533374,275$13.4M0.16%
156AMGEN INCAMGN42,624$13.3M0.16%
157INTERNATIONAL BUSINESS MACHSINTR51,834$12.9M0.16%
158ISHARES TR46428720022,578$12.7M0.16%
159APPLE INCAAPL57,082$12.7M0.16%
160S&P GLOBAL INCSPGI24,864$12.6M0.16%
161ISHARES TR464287432138,517$12.6M0.16%
162ALPHABET INCGOOG80,757$12.5M0.15%
163ADVANCED MICRO DEVICES INCAMD121,135$12.4M0.15%
164GE AEROSPACE36960430162,077$12.4M0.15%
165APPLE INCAAPL55,085$12.2M0.15%
166MICROSOFT CORPMSFT32,548$12.2M0.15%
167AMERICAN CENTY ETF TR025072562293,298$12.1M0.15%
168MICROSOFT CORPMSFT32,072$12.0M0.15%
169APTARGROUP INCATR80,607$12.0M0.15%
170NVIDIA CORPORATIONNVDA108,523$11.8M0.14%
171INTERCONTINENTAL EXCHANGE IN45866F10467,763$11.7M0.14%
172FIDELITY COVINGTON TRUST316092857421,139$11.6M0.14%
173PFIZER INCPFE455,656$11.5M0.14%
174VANECK ETF TRUST92189H748216,940$11.5M0.14%
175SPDR SER TR78464A409142,573$11.5M0.14%
176SELECT SECTOR SPDR TR81369Y852118,632$11.4M0.14%
177ISHARES TR464289479226,878$11.3M0.14%
178MICROSOFT CORPMSFT30,163$11.3M0.14%
179LISTED FD TR53656F763337,639$11.2M0.14%
180ISHARES TR46429B697119,830$11.2M0.14%
181WATTS WATER TECHNOLOGIES INCWTS54,120$11.0M0.14%
182META PLATFORMS INCMETA19,141$11.0M0.14%
183NVIDIA CORPORATIONNVDA100,391$10.9M0.13%
184DIMENSIONAL ETF TRUST25434V104278,694$10.7M0.13%
185MICRON TECHNOLOGY INCMU121,763$10.6M0.13%
186AFLAC INCAFL94,362$10.5M0.13%
187PEPSICO INCPEP69,726$10.5M0.13%
188FLEXSHARES TRFLEX215,756$10.4M0.13%
189BLACKROCK ETF TRUST IIBLK197,693$10.4M0.13%
190SPDR SER TR78464A144354,094$10.3M0.13%
191J P MORGAN EXCHANGE TRADED F46641Q332179,578$10.3M0.13%
192LISTED FD TR53656F698269,838$10.2M0.13%
193AMERICAN CENTY ETF TR025072562247,511$10.2M0.13%
194SPDR SER TR78464A409126,884$10.2M0.13%
195EASTGROUP PPTYS INC27727610157,871$10.2M0.13%
196KEYCORP493267108633,930$10.1M0.12%
197AMERICAN CENTY ETF TR025072562244,206$10.1M0.12%
198SCHWAB STRATEGIC TR808524201455,886$10.1M0.12%
199MICROSOFT CORPMSFT26,630$10.0M0.12%
200TRUIST FINL CORP89832Q109242,783$10.0M0.12%
201JPMORGAN CHASE & CO.VYLD40,602$10.0M0.12%
202PROCTER AND GAMBLE CO74271810958,332$9.9M0.12%
203PUBLIC SVC ENTERPRISE GRP IN744573106120,605$9.9M0.12%
204ISHARES GOLD TRIAU316,603$9.9M0.12%
205SELECT SECTOR SPDR TR81369Y605196,480$9.8M0.12%
206EXXON MOBIL CORPXOM82,119$9.8M0.12%
207ORACLE CORPORCL-PD69,830$9.8M0.12%
208NVIDIA CORPORATIONNVDA89,865$9.7M0.12%
209ISHARES TR46428720017,265$9.7M0.12%
210ONEOK INC NEWOKE97,645$9.7M0.12%
211NVIDIA CORPORATIONNVDA89,388$9.7M0.12%
212APPLIED MATLS INC03822210566,607$9.7M0.12%
213SPDR SER TR78464A508187,895$9.6M0.12%
214NEUBERGER BERMAN ETF TRUST64135A705370,140$9.5M0.12%
215BROADCOM INCAVGO56,512$9.5M0.12%
216MCDONALDS CORPMCD30,106$9.4M0.12%
217ISHARES TR464289479188,046$9.4M0.12%
218ALPHABET INCGOOG60,614$9.4M0.12%
219ISHARES TR46429B267407,766$9.4M0.12%
220FLEXSHARES TRFLEX193,737$9.4M0.12%
221DIMENSIONAL ETF TRUST25434V583173,532$9.3M0.11%
222TIDAL TR II88634T535501,832$9.3M0.11%
223VANGUARD INDEX FDS92290876933,547$9.2M0.11%
224NVIDIA CORPORATIONNVDA84,591$9.2M0.11%
225COMCAST CORP NEWCCZ248,437$9.2M0.11%
226UNITEDHEALTH GROUP INCUNH17,496$9.2M0.11%
227SPDR SER TR78464A144314,539$9.1M0.11%
228ISHARES TR46436E71890,658$9.1M0.11%
229VANGUARD TAX-MANAGED FDS921943858179,230$9.1M0.11%
230VANECK ETF TRUST92189F106197,711$9.1M0.11%
2313M COMMM61,783$9.1M0.11%
232SPDR SER TR78464A508177,507$9.1M0.11%
233AMERICAN ELEC PWR CO INC02553710182,350$9.0M0.11%
234ALPHABET INCGOOG57,152$8.9M0.11%
235DIMENSIONAL ETF TRUST25434V104231,565$8.9M0.11%
236ISHARES TR46428722689,194$8.8M0.11%
237NISOURCE INCNI219,596$8.8M0.11%
238EXXON MOBIL CORPXOM74,023$8.8M0.11%
239GRACO INCGGG105,293$8.8M0.11%
240THERMO FISHER SCIENTIFIC INCTMO17,636$8.8M0.11%
241ENTERGY CORP NEWENO102,442$8.8M0.11%
242FLEXSHARES TRFLEX180,937$8.7M0.11%
243AIM ETF PRODUCTS TRUST00888H570341,409$8.7M0.11%
244WORLD GOLD TRGLDW140,273$8.7M0.11%
245SPDR SER TR78464A144298,754$8.7M0.11%
246DIMENSIONAL ETF TRUST25434V583162,277$8.7M0.11%
247JANUS DETROIT STR TR47103U886175,891$8.6M0.11%
248MCDONALDS CORPMCD27,616$8.6M0.11%
249AMAZON COM INCAMZN44,896$8.5M0.11%
250INNOVATOR ETFS TRUSTINHD313,661$8.5M0.11%
251US BANCORP DELUSB-PS201,728$8.5M0.10%
252INNOVATOR ETFS TRUSTINHD315,212$8.5M0.10%
253ISHARES TR464289479170,039$8.5M0.10%
254AMERICAN CENTY ETF TR02507A101174,065$8.5M0.10%
255INVESCO EXCH TRADED FD TR IIIVZ112,886$8.4M0.10%
256SPDR SER TR78464A508164,730$8.4M0.10%
257ISHARES TR46429B267365,660$8.4M0.10%
258ISHARES TR46428720014,918$8.4M0.10%
259CITIZENS FINL GROUP INCCIA202,423$8.3M0.10%
260AIM ETF PRODUCTS TRUST00888H869276,576$8.3M0.10%
261SCHWAB STRATEGIC TR808524839353,589$8.2M0.10%
262LISTED FD TR53656F730247,642$8.2M0.10%
263ISHARES TR46428749995,550$8.1M0.10%
264SPDR SER TR78468R66388,543$8.1M0.10%
265LISTED FD TR53656F664201,906$8.1M0.10%
266FIRST TR EXCHANGE-TRADED FD33733E10490,213$8.1M0.10%
267VISTRA CORPVST68,756$8.1M0.10%
268TJX COS INC NEW87254010965,960$8.0M0.10%
269SPDR INDEX SHS FDS78463X889218,226$7.9M0.10%
270EXELON CORPEXC171,295$7.9M0.10%
271PPL CORPPPLC218,292$7.9M0.10%
272QUALCOMM INCQCOM50,735$7.8M0.10%
273MCCORMICK & CO INCMKC-V94,622$7.8M0.10%
274RYDER SYS INCR54,075$7.8M0.10%
275DTE ENERGY CODTK55,523$7.7M0.09%
276BERKSHIRE HATHAWAY INC DELBRK-A14,381$7.7M0.09%
277JANUS DETROIT STR TR47103U845150,682$7.6M0.09%
278DIMENSIONAL ETF TRUST25434V872180,552$7.6M0.09%
279VANGUARD SPECIALIZED FUNDS92190884439,134$7.6M0.09%
280DOMINION ENERGY INCD134,826$7.6M0.09%
281JOHNSON & JOHNSONJNJ45,297$7.5M0.09%
282BROADCOM INCAVGO44,845$7.5M0.09%
283ALLIANT ENERGY CORPLNT116,220$7.5M0.09%
284AMERICAN CENTY ETF TR025072323153,712$7.4M0.09%
285UNITEDHEALTH GROUP INCUNH14,169$7.4M0.09%
286AMAZON COM INCAMZN38,821$7.4M0.09%
287PRUDENTIAL FINL INCPUKPF66,065$7.4M0.09%
288CMS ENERGY CORPCMS-PC98,177$7.4M0.09%
289CITIGROUP INCC-PR103,652$7.4M0.09%
290SCHWAB STRATEGIC TR808524797263,095$7.4M0.09%
291HUNTINGTON BANCSHARES INCHBANP489,435$7.3M0.09%
292JANUS DETROIT STR TR47103U886149,387$7.3M0.09%
293SPDR SER TR78464A40990,805$7.3M0.09%
294FIRST TR LRG CP VL ALPHADEX33735J10195,060$7.3M0.09%
295SELECT SECTOR SPDR TR81369Y70455,579$7.3M0.09%
296FIRST TR MORNINGSTAR DIVID L336917109167,584$7.3M0.09%
297WEC ENERGY GROUP INCWEC66,566$7.3M0.09%
298HOME DEPOT INCHD19,704$7.2M0.09%
299AMAZON COM INCAMZN37,889$7.2M0.09%
300CISCO SYS INCCSCO116,568$7.2M0.09%
301JANUS DETROIT STR TR47103U845141,734$7.2M0.09%
302JPMORGAN CHASE & CO.VYLD29,268$7.2M0.09%
303IDEX CORP45167R10439,624$7.2M0.09%
304VANGUARD INDEX FDS92290861138,319$7.1M0.09%
305HOME DEPOT INCHD19,477$7.1M0.09%
306SPDR SER TR78464A805104,765$7.1M0.09%
307VANGUARD WORLD FD92204A40559,572$7.1M0.09%
308ISHARES TR46434V803195,986$7.1M0.09%
309PIMCO ETF TR72201R585269,788$7.1M0.09%
310OMNICOM GROUP INCOMC85,248$7.1M0.09%
311HONEYWELL INTL INC43851610633,056$7.0M0.09%
312ISHARES TR46428727571,862$7.0M0.09%
313WISDOMTREE TRWT138,412$7.0M0.09%
314PROCTER AND GAMBLE CO74271810940,866$7.0M0.09%
315JANUS DETROIT STR TR47103U886139,140$6.8M0.08%
316INTERCONTINENTAL EXCHANGE IN45866F10439,453$6.8M0.08%
317REGIONS FINANCIAL CORP NEWRF-PF312,546$6.8M0.08%
318VISA INCV19,304$6.8M0.08%
319INNOVATOR ETFS TRUSTINHD284,859$6.7M0.08%
320WISDOMTREE TRWT81,806$6.7M0.08%
321EMERSON ELEC COEMR61,024$6.7M0.08%
322NEWMONT CORPNEMCL138,518$6.7M0.08%
323ISHARES TR46428866156,409$6.7M0.08%
324DIMENSIONAL ETF TRUST25434V583124,495$6.7M0.08%
325YUM BRANDS INCYUM42,098$6.6M0.08%
326VISA INCV18,756$6.6M0.08%
327SPDR SER TR78464A82182,288$6.5M0.08%
328EDWARDS LIFESCIENCES CORPEW90,136$6.5M0.08%
329KIMBERLY-CLARK CORPKMB45,869$6.5M0.08%
330SPDR SER TR78464A508127,698$6.5M0.08%
331AMERICAN CENTY ETF TR025072562156,866$6.5M0.08%
332FIDELITY COVINGTON TRUST31609270993,492$6.4M0.08%
333FIRST TR VALUE LINE DIVID IN33734H106143,157$6.4M0.08%
334OGE ENERGY CORPOGE137,957$6.3M0.08%
335FIDELITY COVINGTON TRUST31609220474,497$6.3M0.08%
336FIDELITY COVINGTON TRUST316092303122,450$6.3M0.08%
337JPMORGAN CHASE & CO.VYLD25,510$6.3M0.08%
338ISHARES TR46432F83488,801$6.2M0.08%
339META PLATFORMS INCMETA10,750$6.2M0.08%
340PARKER-HANNIFIN CORPPH10,193$6.2M0.08%
341SPDR SER TR78464A40977,073$6.2M0.08%
342META PLATFORMS INCMETA10,711$6.2M0.08%
343CISCO SYS INCCSCO99,855$6.2M0.08%
344VANGUARD INDEX FDS92290851238,286$6.1M0.08%
345CSX CORPCSX207,942$6.1M0.08%
346ISHARES TR46428720010,882$6.1M0.08%
347EATON CORP PLCETN22,485$6.1M0.08%
348INTERNATIONAL PAPER CO460146103114,301$6.1M0.08%
349JOHNSON & JOHNSONJNJ36,699$6.1M0.08%
350DIMENSIONAL ETF TRUST25434V831183,120$6.1M0.07%
351GOLDMAN SACHS GROUP INCGSCE11,089$6.1M0.07%
352AMAZON COM INCAMZN31,747$6.0M0.07%
353MASTERCARD INCORPORATEDMA11,018$6.0M0.07%
354WASTE MGMT INC DEL94106L10926,043$6.0M0.07%
355ISHARES TR46428787961,797$6.0M0.07%
356FIFTH THIRD BANCORPFITBM153,493$6.0M0.07%
357SIMPLIFY EXCHANGE TRADED FUN82889N376111,834$6.0M0.07%
358HP INCHPQ215,811$6.0M0.07%
359BLACKROCK ETF TRUSTBLK187,960$6.0M0.07%
360ADOBE INCADBE15,508$5.9M0.07%
361PIMCO ETF TR72201R585225,492$5.9M0.07%
362SCHWAB STRATEGIC TR808524300237,086$5.9M0.07%
363INTERNATIONAL GAME TECHNOLOGINTR363,723$5.9M0.07%
364FIRST TR EXCHNG TRADED FD VI33740F755196,005$5.8M0.07%
365FORD MTR CO345370860576,283$5.8M0.07%
366DIMENSIONAL ETF TRUST25434V609111,412$5.7M0.07%
367FIDELITY COVINGTON TRUST31609281687,771$5.7M0.07%
368APPLE INCAAPL25,688$5.7M0.07%
369FIDELITY COVINGTON TRUST31609278295,701$5.7M0.07%
370NRG ENERGY INCNRG59,698$5.7M0.07%
371WISDOMTREE TRWT114,998$5.7M0.07%
372ABBVIE INCABBV27,149$5.7M0.07%
373ISHARES TR46428770547,334$5.7M0.07%
374SPDR SER TR78464A508110,799$5.7M0.07%
375FIDELITY COVINGTON TRUST31609260082,592$5.6M0.07%
376EVERCORE INCEVR28,215$5.6M0.07%
377INNOVATOR ETFS TRUSTINHD157,400$5.6M0.07%
378INNOVATOR ETFS TRUSTINHD179,472$5.6M0.07%
379APPLE INCAAPL25,342$5.6M0.07%
380DIMENSIONAL ETF TRUST25434V203180,223$5.6M0.07%
381ALPHABET INCGOOG36,378$5.6M0.07%
382VANGUARD BD INDEX FDS92193783576,439$5.6M0.07%
383ISHARES TR46432F84274,047$5.6M0.07%
384AFLAC INCAFL50,284$5.6M0.07%
385THERMO FISHER SCIENTIFIC INCTMO11,181$5.6M0.07%
386COCA COLA COKO77,338$5.5M0.07%
387S&P GLOBAL INCSPGI10,869$5.5M0.07%
388EDISON INTL28102010793,384$5.5M0.07%
389MICROSOFT CORPMSFT14,620$5.5M0.07%
390ABBVIE INCABBV26,104$5.5M0.07%
391AMAZON COM INCAMZN28,738$5.5M0.07%
392JANUS DETROIT STR TR47103U886111,118$5.5M0.07%
393JPMORGAN CHASE & CO.VYLD22,213$5.4M0.07%
394DIMENSIONAL ETF TRUST25434V872128,537$5.4M0.07%
395FIDELITY COVINGTON TRUST31609220463,965$5.4M0.07%
396FIRSTENERGY CORPFE133,690$5.4M0.07%
397PIMCO ETF TR72201R83353,672$5.4M0.07%
398ISHARES TR46428764821,127$5.4M0.07%
399PIMCO ETF TR72201R57753,292$5.4M0.07%
400BONDBLOXX ETF TRUST09789C812115,713$5.4M0.07%
401SSGA ACTIVE TR78470P408105,950$5.4M0.07%
402ELI LILLY & COLLY6,489$5.4M0.07%
403META PLATFORMS INCMETA9,289$5.4M0.07%
404AT&T INCT-PC188,434$5.3M0.07%
405SPDR SER TR78464A82166,915$5.3M0.07%
406CATERPILLAR INCCAT16,072$5.3M0.07%
407MICROSOFT CORPMSFT14,120$5.3M0.07%
408FIDELITY COVINGTON TRUST316092865104,030$5.3M0.07%
409JANUS DETROIT STR TR47103U886107,474$5.3M0.07%
410INTERCONTINENTAL EXCHANGE IN45866F10430,609$5.3M0.07%
411VANGUARD WORLD FD92204A7029,713$5.3M0.06%
412ISHARES TR46429B655103,076$5.3M0.06%
413PIMCO ETF TR72201R77556,851$5.3M0.06%
414INNOVATOR ETFS TRUSTINHD222,080$5.3M0.06%
415WESTERN UN COWU496,477$5.3M0.06%
416ISHARES TR46428780449,884$5.2M0.06%
417LYONDELLBASELL INDUSTRIES NLYB74,062$5.2M0.06%
418APPLE INCAAPL23,428$5.2M0.06%
419CHEVRON CORP NEWCVX31,104$5.2M0.06%
420ISHARES TR4642872009,234$5.2M0.06%
421FIDELITY NATIONAL FINANCIALFNF79,592$5.2M0.06%
422IDEX CORP45167R10428,562$5.2M0.06%
423PRINCIPAL FINANCIAL GROUP INPFG61,062$5.2M0.06%
424EXELON CORPEXC111,654$5.1M0.06%
425ELI LILLY & COLLY6,226$5.1M0.06%
426CONAGRA BRANDS INCCAG192,472$5.1M0.06%
427DIMENSIONAL ETF TRUST25434V872121,976$5.1M0.06%
428TESLA INCTSLA19,747$5.1M0.06%
429WATSCO INCWSO-B10,057$5.1M0.06%
430PROCTER AND GAMBLE CO74271810929,832$5.1M0.06%
431INNOVATOR ETFS TRUSTINHD161,542$5.1M0.06%
432PIMCO ETF TR72201R57750,105$5.1M0.06%
433PIMCO ETF TR72201R83350,330$5.1M0.06%
434GOLDMAN SACHS GROUP INCGSCE9,235$5.0M0.06%
435FIDELITY COVINGTON TRUST31609286598,980$5.0M0.06%
436AMERICAN CENTY ETF TR025072562121,129$5.0M0.06%
437FRANKLIN RESOURCES INCBEN259,815$5.0M0.06%
438TEXAS INSTRS INC88250810427,704$5.0M0.06%
439SPDR SER TR78464A83964,417$5.0M0.06%
440JANUS DETROIT STR TR47103U886100,887$5.0M0.06%
441FIRST TR EXCHANGE-TRADED FD33733E823166,668$5.0M0.06%
442WYNN RESORTS LTDWYNN59,014$4.9M0.06%
443HUNT J B TRANS SVCS INC44565810733,302$4.9M0.06%
444NVIDIA CORPORATIONNVDA45,409$4.9M0.06%
445WISDOMTREE TRWT113,115$4.9M0.06%
446JANUS DETROIT STR TR47103U88699,774$4.9M0.06%
447GE VERNOVA INCGEV16,023$4.9M0.06%
448ISHARES TR46428764819,137$4.9M0.06%
449META PLATFORMS INCMETA8,468$4.9M0.06%
450SPDR SER TR78464A649191,039$4.9M0.06%
451UNITED PARCEL SERVICE INCUPS44,356$4.9M0.06%
452FIDELITY COVINGTON TRUST31609270971,199$4.9M0.06%
453AIM ETF PRODUCTS TRUST00888H638173,105$4.9M0.06%
454MCDONALDS CORPMCD15,500$4.8M0.06%
455CENTERPOINT ENERGY INCCNP133,601$4.8M0.06%
456VANGUARD BD INDEX FDS92193782761,789$4.8M0.06%
457DIMENSIONAL ETF TRUST25434V831145,715$4.8M0.06%
458RTX CORPORATIONRTX36,456$4.8M0.06%
459ALPHABET INCGOOG31,221$4.8M0.06%
460AMERICAN CENTY ETF TR025072562116,366$4.8M0.06%
461FIDELITY COVINGTON TRUST31609270970,201$4.8M0.06%
462MICROSOFT CORPMSFT12,784$4.8M0.06%
463TESLA INCTSLA18,513$4.8M0.06%
464FIDELITY COVINGTON TRUST31609279074,619$4.8M0.06%
465DELL TECHNOLOGIES INCDELL52,371$4.8M0.06%
466ALPHABET INCGOOG30,790$4.8M0.06%
467FIDELITY MERRIMACK STR TR31618840894,240$4.7M0.06%
468SPDR SER TR78464A40958,578$4.7M0.06%
469NIKE INCNKE74,050$4.7M0.06%
470TJX COS INC NEW87254010938,578$4.7M0.06%
471SIMPLIFY EXCHANGE TRADED FUN82889N830203,408$4.7M0.06%
472APPLE INCAAPL20,878$4.6M0.06%
473INVESCO LTDIVZ305,488$4.6M0.06%
474PHILIP MORRIS INTL INC71817210929,188$4.6M0.06%
475FIDELITY COVINGTON TRUST31609288195,727$4.6M0.06%
476ISHARES GOLD TRIAU78,345$4.6M0.06%
477WILLIAMS COS INC96945710077,214$4.6M0.06%
478INTERPUBLIC GROUP COS INCINTR169,657$4.6M0.06%
479NETFLIX INCNFLX4,938$4.6M0.06%
480SPDR SER TR78464A83959,704$4.6M0.06%
481FIDELITY COVINGTON TRUST31609288194,975$4.6M0.06%
482BEST BUY INCBBY61,766$4.5M0.06%
483TE CONNECTIVITY PLCTEL32,160$4.5M0.06%
484SELECT SECTOR SPDR TR81369Y10052,795$4.5M0.06%
485LISTED FD TR53656F680116,643$4.5M0.06%
486DIMENSIONAL ETF TRUST25434V60987,936$4.5M0.06%
487SONOCO PRODS CO83549510295,563$4.5M0.06%
488DIMENSIONAL ETF TRUST25434V203144,429$4.5M0.06%
489VANGUARD WORLD FD92204A10813,848$4.5M0.06%
490CUMMINS INCCMI14,364$4.5M0.06%
491LISTED FD TR53656F748148,161$4.5M0.06%
492DIMENSIONAL ETF TRUST25434V831135,088$4.5M0.06%
493LEGG MASON ETF INVT52468L505138,114$4.5M0.06%
494SEAGATE TECHNOLOGY HLDNGS PLSE52,562$4.5M0.06%
495MASTERCARD INCORPORATEDMA8,146$4.5M0.06%
496INTEL CORPINTC195,998$4.5M0.05%
497UNUM GROUPUNMA54,634$4.5M0.05%
498ISHARES TR46428765522,163$4.4M0.05%
499SPDR DOW JONES INDL AVERAGE78467X10910,530$4.4M0.05%
500AMERICAN TOWER CORP NEW03027X10020,305$4.4M0.05%