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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

Moloney Securities Asset Management, LLC

Quarter ended Q2 2024 · Filed July 30, 2024 · Accession 0001697934-24-000003

Total Value
$691.8M
Positions
477
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (477)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT52,673$23.5M3.40%
2APPLE INCAAPL100,616$21.2M3.06%
3INVSC QQQ TRUST SRS 1 ETFIVZ43,886$21.0M3.04%
4SPDR S&P 500 ETF TRUSTSPY28,827$15.7M2.27%
5NVIDIA CORPNVDA114,747$14.2M2.05%
6AMAZON.COM INCAMZN66,452$12.8M1.86%
7BERKSHIRE HATHAWAY CLASS BBRK-A29,058$11.8M1.71%
8US TREASURY 3 MONTH BILL ETF74933w452234,092$11.7M1.69%
9INVESCO EXCHANGE TRADED FD TRIVZ520,678$11.0M1.58%
10ISHARES U S TECHNOLOGY ETF46428772170,658$10.6M1.54%
11VANGUARD INDEX FUNDS VANGUARD92290876937,726$10.1M1.46%
12ALPHABET INC. CLASS AGOOG50,266$9.2M1.32%
13SPDR S&P MIDCAP 400 ETFMDY15,107$8.1M1.17%
14ISHARES TRUST ISHARES U S INDU46428775464,804$7.7M1.12%
15ISHARES U S FINANCIALS ETF46428778880,278$7.6M1.10%
16ISHARES S&P 500 GROWTH ETF46428730981,549$7.5M1.09%
17ISHARES U S UTILITIES ETF46428769780,236$7.1M1.02%
18META PLATFORMS INC CLASS AMETA12,675$6.4M0.92%
19ISHARES TRUST ISHARES MSCI USA46429b69773,323$6.2M0.89%
20ISHARES S&P MID CAP 400 GROWTH46428760669,122$6.1M0.88%
21ISHARES CORE S&P 500 ETF46428720010,786$5.9M0.85%
22WISDOMTREE TRUST U S QUALITY DWT74,592$5.8M0.84%
23ALPHABET INC. CLASS CGOOG31,139$5.7M0.83%
24UNITEDHEALTH GRP INCUNH11,068$5.6M0.81%
25SPDR PORTFOLIO S&P 500 ETF78464a85488,054$5.6M0.81%
26VISA INC CLASS AV21,432$5.6M0.81%
27IBM CORPINTR32,286$5.6M0.81%
28EXXON MOBIL CORPXOM48,314$5.6M0.80%
29JOHNSON & JOHNSONJNJ36,005$5.3M0.76%
30J P MORGAN CHASE & COVYLD25,419$5.1M0.74%
31SPDR S&P 500 GROWTH ETF78464a40960,728$4.9M0.70%
32ELI LILLY AND COLLY5,362$4.9M0.70%
33AMGEN INCAMGN15,112$4.7M0.68%
34FIRST TR EXCHANGE TRADED FD IV33739q40876,144$4.5M0.66%
35FRANKLIN UNIVERSAL TRUST-SBI355145103653,758$4.5M0.64%
36PROCTER & GAMBLE74271810926,529$4.4M0.63%
37BLOCK INC CLASS A COMMON STOCKBSQKZ65,305$4.2M0.61%
38HOME DEPOT INCHD12,006$4.1M0.60%
39SPDR S&P DIVIDEND ETF78464a76330,403$3.9M0.56%
40WISDOMTREE TRUST WISDOMTREE UWT66,815$3.8M0.55%
41INVESCO EXCHANGE TRADED FUND TIVZ23,115$3.8M0.55%
42ABBVIE INCABBV21,791$3.7M0.54%
43WALMART INCWMT54,525$3.7M0.53%
44SSGA ACTIVE TRUST SPDR SSGA UL78467v70789,877$3.6M0.53%
453M COMPANYMMM33,821$3.5M0.50%
46CHEVRON CORPORATIONCVX21,952$3.4M0.50%
47WISDOMTREE TRUST WISDOMTREE FLWT65,842$3.3M0.48%
48ECOLAB INCECL13,917$3.3M0.48%
49XCEL ENERGY INCXELLL61,556$3.3M0.48%
50COCA COLA COMPANY (THE)KO51,498$3.3M0.47%
51ISHARES CORE S&P MID CAP ETF46428750755,926$3.3M0.47%
52ADOBE INC COMMON STOCKADBE5,867$3.3M0.47%
53STARBUCKS CORPSBUX41,107$3.2M0.46%
54NEXTERA ENERGY INCNEE-PW45,120$3.2M0.46%
55MCDONALDS CORPMCD12,492$3.2M0.46%
56CISCO SYSTEMS INCCSCO65,413$3.1M0.45%
57SELECT SECTOR SPDR TRUST THE H81369y20920,812$3.0M0.44%
58TEXAS INSTRUMENTS INCORPORATED88250810415,210$3.0M0.43%
59LOCKHEED MARTIN CORPLMT6,301$2.9M0.43%
60HONEYWELL INTL INC43851610613,519$2.9M0.42%
61VANGUARD SPECIALIZED FUNDS VAN92190884415,788$2.9M0.42%
62SHOPIFY INC CL ASHOP42,670$2.8M0.41%
63TRUIST FINANCIAL CORPORATION CTFC-PR71,694$2.8M0.40%
64VERIZON COMMUNICATNVZ67,015$2.8M0.40%
65PEPSICO INC COMMON STOCKPEP16,582$2.7M0.40%
66MEDTRONIC PLC COMMDT33,426$2.6M0.38%
67CORNING INCGLW66,577$2.6M0.37%
68CHS INC PFD CL B SER 4CHSCO98,093$2.6M0.37%
69GENERAL DYNAMICS CORPGD8,683$2.5M0.36%
70METLIFE INCMET-PF35,116$2.5M0.36%
71ARCH CAPITAL GROUP LTDACGLN23,903$2.4M0.35%
72ISHARES RUSSELL 2000 ETF46428765511,454$2.3M0.34%
73OPEN TEXT CORPOTEX76,518$2.3M0.33%
74FIRST TRUST CAPITAL STRENGTH EFCAP26,750$2.2M0.32%
75PIMCO EQUITY SERIES PIMCO RAFI72202l36346,664$2.2M0.32%
76ROSS STORES INCROST14,776$2.1M0.31%
77ABBOTT LABORATORIESABLZF20,590$2.1M0.31%
78NOVO NORDISK A/S-ADR EACH CNONOF14,911$2.1M0.31%
79ISHARES CORE S&P US VALUE ETF46428766323,903$2.1M0.30%
80ISHARES 10 TO 20 YEAR TREASURY46428865320,302$2.1M0.30%
81FIRST TRUST SENIOR LOAN FUND E33738d30944,931$2.1M0.30%
82DUKE ENERGY CORPORATION HOLDINDUKB20,453$2.0M0.30%
83VANECK SEMICONDUCTOR ETF92189f6767,863$2.0M0.30%
84A T & T INCT-PC106,608$2.0M0.29%
85PALO ALTO NETWORKS INC COMMONPANW5,625$1.9M0.28%
86ISHARES RUSSELL 1000 GROWTH ET4642876145,146$1.9M0.27%
87ISHARES CORE HIGH DIVIDEND ETF46429b66317,225$1.9M0.27%
88UBER TECHNOLOGIES INC COMMON SUBER24,909$1.8M0.26%
89ALTRIA GROUP INCMO39,378$1.8M0.26%
90MASTERCARD INC CLASS AMA4,020$1.8M0.26%
91ISHARES CORE S&P SMALL CAP ETF46428780416,477$1.8M0.25%
92UNION PACIFIC CORPUNP7,689$1.7M0.25%
93PROGRESSIVE CORP-OHIO7433151038,320$1.7M0.25%
94INFOSYS LIMITED SPONS ADR RINFY92,411$1.7M0.25%
95MERCK & CO INCMRK13,793$1.7M0.25%
96FIRST TR EXCHANGE TRADED FD II33734x11926,468$1.7M0.25%
97GILEAD SCIENCES INCGILD24,649$1.7M0.24%
98WILLIAMS COMPANIES INC96945710039,676$1.7M0.24%
99SPDR GOLD TR GOLD SHSGLD7,780$1.7M0.24%
100BROADCOM INC COMMON STOCKAVGO1,012$1.6M0.23%
101FISERV INC COMMON STOCKFISV10,786$1.6M0.23%
102COSTCO WHOLESALE COCOST1,880$1.6M0.23%
103PRUDENTIAL FINLPUKPF13,488$1.6M0.23%
104JOHN HANCOCK EXCHANGE TRADED F47804j10724,280$1.6M0.23%
105INTUIT INCINTU2,397$1.6M0.23%
106PNC FINANCIAL SVCS GROUP INC6934751059,977$1.6M0.22%
107US BANCORP DEL COMUSB-PS39,030$1.5M0.22%
108SERVICENOW INC COMNOW1,968$1.5M0.22%
109JOHN HANCOCK EXCHANGE TRADED F47804j20628,076$1.5M0.22%
110DIGITAL REALTY TRUST INC25386810310,099$1.5M0.22%
111BLACKROCK INCBLK1,945$1.5M0.22%
112TECHNOLOGY SELECT SECTOR SPDR81369y8036,726$1.5M0.22%
113CAPITAL GROUP FIXED INCOME ETF14020y10268,127$1.5M0.22%
114CVS HEALTH CORPORATIONCVS25,602$1.5M0.22%
115APPLIED MATERIALS0382221056,249$1.5M0.21%
116WALT DISNEY CO25468710614,693$1.5M0.21%
117CROWN CASTLE INC COMMON STOCKCCI14,925$1.5M0.21%
118TAIWAN SEMICONDUCTOR MFG CO8740391008,311$1.4M0.21%
119EMERSON ELECTRIC COEMR12,824$1.4M0.20%
120ENTERPRISE PRODUCTS PARTNERS L29379210747,789$1.4M0.20%
121RESTAURANT BRANDS INTERNATIQSR19,490$1.4M0.20%
122DOMINION ENERGY INC COMMON STOD27,730$1.4M0.20%
123DOMINOS PIZZA INCDPZ2,631$1.4M0.20%
124VANGUARD FTSE DEVELOPED MARKET92194385827,127$1.3M0.19%
125SECTOR SPDR TRUST SBI CONSUMER81369y30817,213$1.3M0.19%
126INVESCO EXCHANGE TRADED FD TRIVZ25,061$1.3M0.19%
127PHILLIPS 66PSX9,310$1.3M0.19%
128CLOROX COCLX9,629$1.3M0.19%
129ADVANCED MICRO DEVICE INAMD8,090$1.3M0.19%
130VANGUARD SHORT-TERM BOND ETF92193782717,100$1.3M0.19%
131SALESFORCE INC COMMON STOCKCRM5,073$1.3M0.19%
132THERMO FISHER SCNTFCTMO2,350$1.3M0.19%
133VANGUARD VALUE ETF9229087448,044$1.3M0.19%
134VANGUARD S&P 500 ETF9229083632,574$1.3M0.19%
135SPDR DOW JONES MID CAP GROWTH78464a82115,250$1.3M0.19%
136SPDR PORTFOLIO S P 1500 CMPST78464a80519,227$1.3M0.18%
137RTX CORPRTX12,700$1.3M0.18%
138MOODYS CORPMCO3,027$1.3M0.18%
139AIR LIQUIDE-ADRAIIR36,284$1.3M0.18%
140FIRST TRUST MORNINGSTAR DIVIDE33691710931,418$1.2M0.17%
141GOLDMAN SACHS GROUP INCGSCE2,606$1.2M0.17%
142EATON VANCE NATIONAL MUNICIPAL27826u108110,253$1.1M0.16%
143AMERICAN EXPRESS COMPANYAXP4,898$1.1M0.16%
144TESLA INCTSLA5,671$1.1M0.16%
145BOEING COBA-PA6,139$1.1M0.16%
146MONOLITHIC POWER SYS6098391051,350$1.1M0.16%
147FIRST TR EXCHANGE TRADED FD VI33740f27659,417$1.1M0.16%
148VANGUARD SHORT INFLATION PROT92202080522,291$1.1M0.16%
149UNITED PARCEL SVC INC CL BUPS7,865$1.1M0.16%
150VEECO INSTRUMENTS92241710022,634$1.1M0.15%
151MARATHON PETE CORPMPC5,918$1.0M0.15%
152BAKER HUGHES CO. CLASS ABKR29,181$1.0M0.15%
153BLACKROCK ETF TRUST II BLACKROBLK19,553$1.0M0.15%
154ROCHE HOLDING LTD SPONSORED77119510429,318$1.0M0.15%
155MOTOROLA SOLUTIONSMSI2,621$1.0M0.15%
156ELEVANCE HEALTH INCELV1,864$1.0M0.15%
157ADTALEM GLOBAL EDUCATIONADT14,584$994,7750.14%
158SYSCO CORPSYY13,918$993,6060.14%
159VALMONT INDUSTRIES9202531013,618$992,9600.14%
160PHILIP MORRIS INTERNATIONAL IN7181721099,744$987,3510.14%
161MIND MEDICINE MINDMED INC C60255c885135,311$975,5920.14%
162NORTHROP GRUMMAN CONOC2,237$975,0210.14%
163AECOMACM11,014$970,7740.14%
164EMCOR GROUP INCEME2,631$960,6020.14%
165AKAMAI TECHNOLOGIES INCAKAM10,645$958,9020.14%
166ISHARES MSCI USA SMALL-CAP MIN46435g43325,612$955,2000.14%
167SERVICE CORP INTL81756510413,400$953,1290.14%
168WABTEC9297401086,020$951,5070.14%
169CENTERPOINT ENERGY INCCNP30,668$950,0950.14%
170TRI POINTE HOMES INCTPH25,373$945,1440.14%
171LOWES COMPANIES INC5486611074,283$944,2310.14%
172DEERE & CODE2,517$940,4120.14%
173INVESCO RUSSELL 1000 DYMC MLTFIVZ17,851$936,9930.14%
174NEW YORK TIMES CLASS ANYT18,262$935,1970.14%
175INGREDION INCINGR8,147$934,5090.14%
176CENCORA INCCOR4,096$922,8120.13%
177PROSHARES S&P 500 DIVIDEND ARI74348a4679,568$919,7720.13%
178HOLOGIC INCHOLX12,370$918,4730.13%
179TETRA TECH INCTTEK4,484$916,8880.13%
180VERTEX PHARMACEUTICALS INC92532f1001,954$915,8790.13%
181INTEGER HLDGS CORPITGR7,891$913,6990.13%
182BRISTOL MYERS SQUIBB COCELG-RI21,684$900,5320.13%
183VULCAN MATERIALS COM9291601093,599$894,8970.13%
184CORCEPT THERAPEUTICSCORT27,375$889,4140.13%
185PAYPAL HOLDINGS INC COMPYPL15,266$885,8860.13%
186SCHWAB STRATEGIC TR US DIVIDEN80852479711,364$883,7010.13%
187DAYFORCE INC15677j10817,799$882,8300.13%
188GENPACT LIMITEDG27,391$881,7230.13%
189BLACKROCK DEBT STRATEGIES FUNDDSU79,858$865,6560.13%
190FIRST TR EXCHANGE TRADED FD IV33738d87936,928$863,3770.12%
191CHECK POINT SOFTWARE TECHNOCHKP5,230$862,9500.12%
192KAYNE ANDERSON ENERGY INFRASTR48660610683,091$858,3280.12%
193CAPITAL GROUP GROWTH ETF CAPIT14020g10126,044$856,5780.12%
194INTEGRIS SECD CR FD II LLC LTD45791k103850$850,0000.12%
195GENERAL MILLS INC37033410413,343$844,1020.12%
196AUTODESK INCADSK3,368$833,4120.12%
197ASTRAZENECA PLC AMERICAN DEAZN10,567$824,1270.12%
198KNIFE RIVER CORPORATION COMMONKNF11,713$821,5500.12%
199BOOKING HOLDINGS INC COMMON STBKNG207$820,0660.12%
200ORACLE CORPORCL-PD5,775$815,4300.12%
201FIRST TRUST RISING DIVIDEND AC33738r50614,790$809,7590.12%
202MICRON TECHNOLOGY INCMU6,024$792,3070.11%
203MERCADOLIBRE INCMELI479$787,1890.11%
204JPMORGAN EQUITY PREMIUM INCOME46641q33213,866$785,9290.11%
205VANGUARD SECTOR INDEX FDS VANG92204a2073,825$776,6550.11%
206BANK OF AMERICA CORP06050510419,365$770,1620.11%
207SELECT SECTOR SPDR TRUST THE U81369y88611,144$759,3660.11%
208SPDR SER TR S&P 600 SMALL CAP78464a2018,836$758,6320.11%
209FIRST TRUST EXCHANGE TRADED FU33738d40818,613$756,2600.11%
210SOPHIA GENETICS SA ORDINARYSOPH165,000$755,7000.11%
211J P MORGAN EXCHANGE TRADED FUN46641q83714,970$755,5360.11%
212INTEL CORPINTC23,675$733,2140.11%
213PULTEGROUP INC7458671016,626$729,5230.11%
214INVESCO EXCHANGE TRADED FD TRIVZ11,222$728,8690.11%
215ALPS ETF TRUST ALERIAN MLP ETF00162q45215,143$726,5610.11%
216ULTA BEAUTY INC COMMON STOCKULTA1,861$718,1040.10%
217VANGUARD SHORT TERM COR BD ETF92206c4099,289$717,7880.10%
218AGILENT TECHNOLOGIES INCA5,504$713,5250.10%
219OWENS &MINOR INC HLD69073210252,837$713,3000.10%
220KKR & CO INC COMMON STOCKKKRT6,696$704,6920.10%
221AUTOZONE INCAZO235$696,5640.10%
222MODERNA INC COMMON STOCKMRNA5,841$693,6190.10%
223FIRST TRUST EXCHANGE TRADED FD33734x84612,280$692,8380.10%
224ISHARES S&P SMALL CAP 600 VALU4642878797,080$688,6720.10%
225FIRST TR VALUE LINE DIVID INDE33734h10616,819$685,3720.10%
226ASML HOLDING N V N Y REGISTASMLF665$680,1150.10%
227CAPITAL GROUP DIVIDEND VALUE E14020w10620,553$678,2490.10%
228NVR INCNVR89$675,3820.10%
229CAPITAL GROUP CORE BALANCED ET14021d10722,477$668,2550.10%
230CAPITAL GROUP GLOBAL GROWTH EQ14020x10422,669$667,3900.10%
231COHEN & STEERS REAL ESTATE OPP19249q10346,009$654,7140.09%
232AAON INC NEWAAON7,500$654,3000.09%
233WASTE MANAGEMENT INC DELWM3,016$643,3480.09%
234L3HARRIS TECHNOLOGIES INC COMMLHX2,855$641,1760.09%
235ISHARES RUSSELL 1000 VALUE ETF4642875983,648$636,4160.09%
236NIKE INC CLASS B COMNKE8,286$624,5290.09%
237ISHARES MSCI EAFE ETF4642874657,945$622,3440.09%
238AFLAC INCAFL6,933$619,1860.09%
239O REILLY AUTOMOTIVEORLY586$618,8510.09%
240BLACKROCK MUNIHOLDINGS FD INCBLK51,100$617,8030.09%
241FIRST TRUST LONG SHORT EQUITY33739p1039,780$612,1300.09%
242CAPITAL GROUP CORE EQUITY ETF14020v10818,911$609,8880.09%
243SILA REALTY TRUST INC COMMON SSILA28,592$605,2930.09%
244TJX COMPANIES INC NEW8725401095,421$596,8540.09%
245SHP ETF TR NEOS S&P 500 HIGH I78433h30311,778$590,6670.09%
246ISHARES TR ISHARES CORE DIVIDE46434v62110,171$585,9320.08%
247ENERGY TRANSFER LP COMMON UNITET-PI35,930$582,7840.08%
248VANGUARD INDEX FUNDS VANGUARD9219464064,912$582,5360.08%
249MONDELEZ INTERNATIONAL INC COM6092071058,786$574,9560.08%
250WISDOMTREE TRUST WISDOMTREE UWT7,860$571,7900.08%
251ACCENTURE PLC IRELAND SHS CACN1,870$567,3770.08%
252PIMCO ACTIVE BOND EXCHANGE TRA72201r7756,108$556,2890.08%
253UIPATH INC CLASS A COMMON STOCPATH43,800$555,3840.08%
254CHS INC 8 CUM REDEEMABLE PFDCHSCO17,953$550,7970.08%
255FEDEX CORPFDX1,808$542,1190.08%
256VANGUARD SMALL CAP GROWTH ETF9229085952,158$539,8500.08%
257ISHARES S&P 500 VALUE ETF4642874082,963$539,2960.08%
258CHIPOTLE MEXICAN GRILL INC COMCMG8,600$538,7900.08%
259PIMCO EQUITY SERIES PIMCO RAFI72202l38926,124$534,5890.08%
260HERSHEY COMPANY (THE)HSY2,890$531,2690.08%
261SELECT SECTOR SPDR TRUST SHS B81369y5065,798$528,5080.08%
262INVESCO SENIOR INCOME TRUST COVVR122,372$527,4230.08%
263UNILEVER PLC SPONSORED ADRUNLYF9,438$518,9960.08%
264SOUTHERN COSOMN6,595$511,5800.07%
265BLACKSTONE INCBX4,082$505,3810.07%
266DUCKHORN PORTFOLIO INC (THE) C26414d10670,151$498,0720.07%
267CHUBB LTD COMCB1,946$496,3860.07%
268SPARTANNASH COMPANY COM84721510026,200$491,5120.07%
269SELECT SECTOR SPDR FUND SHS BE81369y4072,682$489,1150.07%
270VANGUARD SECTOR INDEX FDS VANG92204a702845$487,2190.07%
271ISHARES TR ISHARES SEMICONDUCT4642875231,973$486,6010.07%
272NICE LTD AMERICAN DEPOSITARNCSYF2,820$484,9550.07%
273PROSPECT CAP CORP 5.5PFD CONV74348t44119,300$482,5000.07%
274SPDR SERIES TRUST SPDR PORTFOL78468r85311,597$481,6300.07%
275PRECISION BIOSCIENCES INC COMMDTIL49,199$478,7060.07%
276PIMCO EQUITY SERIES PIMCO RAFI72202l37115,753$476,7790.07%
277VANGUARD INDEX FUNDS VANGUARD9229085382,061$473,1230.07%
278FASTENAL COFAST7,501$471,3740.07%
279QUALCOMM INCQCOM2,353$468,7400.07%
280CONOCOPHILLIPS COMMON STOCKCOP4,077$466,2970.07%
281INVESCO DB COMMODITY INDEX TRA46138b10319,993$464,4410.07%
282ISHARES U S ETF TR ISHARES U S46431w6486,155$462,7330.07%
283CSX CORPORATION COMCSX13,537$452,8050.07%
284ISHARES RUSSELL 3000 ETF4642876891,460$450,6580.07%
285BAYER AKTIENGESELLSCHAFT AD07273030263,740$450,5140.07%
286VANGUARD INDEX FUNDS VANGUARD9229086291,860$450,4250.07%
287TARGET CORPTGT3,029$448,3970.06%
288DANAHER CORPORATION2358511021,785$445,9820.06%
289ROYAL BANK OF CANADA7800871024,186$445,3070.06%
290CLOUDFLARE INC CLASS A COMMONNET5,362$444,1340.06%
291OLD REPUBLIC INTL CORP68022310414,325$442,6460.06%
292MORGAN STANLEYMS-PQ4,455$432,9460.06%
293CUMMINS INCCMI1,560$432,0110.06%
294TRUST FOR PROFESSIONAL MANAGER89834g83619,500$428,3880.06%
295PFIZER INCPFE15,301$428,1100.06%
296OXFORD SQUARE CAPITAL CORP COMOXSQH145,581$428,0080.06%
297ISHARES CORE U S AGGREGATE BD4642872264,318$419,1380.06%
298CHEMED CORPORATIONCHE764$414,2750.06%
299SPDR DOW JONES INDUSTRIAL AVRGDIA1,055$412,6000.06%
300GRAYSCALE DIGITAL LARGE CAPg4070510818,283$411,2430.06%
301NEOS ETF TRUST NEOS ENHANCED I78433h5018,206$408,3250.06%
302ISHARES TREASURY FLOATING RATE46434v8608,044$407,5340.06%
303PALANTIR TECHNOLOGIES IN CLASSPLTR16,019$405,7610.06%
304ROCKWELL AUTOMATION INCROK1,454$400,1960.06%
305DISCOVER FINANCIAL SERVICES2547091083,056$399,7060.06%
306WESTERN ASSET EMERGING MKTS DE95766a10142,497$395,6460.06%
307SIEMENS AG AMERICAN DEPOSIT8261975014,248$395,4590.06%
308TEXAS PACIFIC LAND CORPORATIONTPL536$393,5690.06%
309SOLVENTUM CORPORATION COMMON SSOLV7,367$389,5670.06%
310NEWMONT CORPORATION COMMON STONEMCL9,049$378,8610.05%
311KLA CORPORATION COMMON STOCKKLAC459$378,5710.05%
312NEW MOUNTAIN FINANCE CORPORATI64755110030,742$376,2850.05%
313SELECT SECTOR SPDR TRUST THE F81369y6059,109$374,4710.05%
314ISHARES U S MEDICAL DEVICES ET4642888106,650$372,6660.05%
315ENBRIDGE INC FENNPF10,469$372,5960.05%
316NOVARTIS AG AMERICAN DEPOSINVSEF3,486$371,1200.05%
317TEMPLETON EMERGING MARKETS FUN88019110129,356$362,8460.05%
318SPDR SERIES TRUST FACTSET INNO78464a1102,463$361,0360.05%
319AIRBNB INC CLASS A COMMON STOCABNB2,369$359,2110.05%
320BIOGEN INCBIIB1,537$356,3070.05%
321ISHARES MSCI EAFE SMALL CAP ET4642882735,747$354,2560.05%
322CROWDSTRIKE HOLDINGS INC CLASSCRWD924$354,0680.05%
323PROSPECT CAPITAL CORPORATIONPSEC-PA63,802$352,8270.05%
324LINDE PLC ORDINARY SHARESLIN802$351,9260.05%
325ERICSSON ADR CL B SEK 1029482160857,000$351,6900.05%
326GE AEROSPACE COMMON STOCK3696043012,164$343,9970.05%
327BP P L C SPONSORED ADR (FRMBPPFF9,460$341,5120.05%
328PIMCO ENHANCED SHORT MATURITY72201r8333,391$341,3110.05%
329FIRST TR EXCHANGE TRADED FD IV33739q7056,721$339,5320.05%
330SPDR S&P AEROSPACE DEFENSE ETF78464a6312,392$334,7710.05%
331VANGUARD REAL ESTATE ETF9229085533,971$332,6110.05%
332FIRSTENERGY CORPFE8,611$329,5430.05%
333ISHARES TR ISHARES BIOTECHNOLO4642875562,400$329,4650.05%
334DOW INCDOW6,149$326,2040.05%
335FIRST TR EXCHANGE TRADED FD VI33740f8057,537$324,4680.05%
336PACER FDS TR PACER US SMALL CA69374h8577,393$322,0460.05%
337GITLAB INC CLASS A COMMON STOCGTLB6,400$318,2080.05%
338CATERPILLAR INCCAT945$314,8600.05%
339FIRST TRUST ETF DOW JONES INTE33733e3021,535$314,5830.05%
340ISHARES TRUST ISHARES INTERNAT46428844811,358$314,2760.05%
341ISHARES TRUST ISHARES U S AERO4642887602,378$314,0150.05%
342GRAYSCALE BITCOIN TRUST COMMONGBTC5,842$311,0280.04%
343VANGUARD MEGA CAP ETF MSCI US9219108731,556$306,9830.04%
344ROYAL CARIBBEAN GROUP COMMOv7780t1031,915$305,3120.04%
345JOHN HANCOCK EXCHANGE TRADED F47804j8599,103$303,5950.04%
346INVESCO EXCHANGE TRADED FUND TIVZ4,674$303,4170.04%
347SPDR SERIES TRUST SPDR PORTFOL78468r7887,505$301,9260.04%
348KIMBERLY CLARK CORPKMB2,183$301,7250.04%
349COLGATE PALMOLIVE COMPANYCL3,079$298,7680.04%
350WISDOMTREE CLOUD COMPUTING FUNWT9,453$298,6200.04%
351PACER FDS TR US CASH COWS 10069374h8815,469$298,0060.04%
352SELECT SECTOR SPDR FUND SHS BE81369y1003,373$297,8700.04%
353WISDOMTREE TRUST WISDOMTREE INWT13,582$296,9030.04%
354NEOS ETF TRUST NEOS ENHANCED I78433h4026,175$289,5870.04%
355PACER FUNDS TRUST PACER TRENDP69374h6759,028$287,9940.04%
356MYR GROUP INCMYRG2,110$286,3480.04%
357CAPITAL GROUP INTL FOCUS EQUIT14019w10911,110$285,7490.04%
358ISHARES SILVER SHARESSLV10,741$285,3880.04%
359FIRST TRUST LARGE CAP VALUE AL33735j1013,867$284,6110.04%
360GLADSTONE LAND CORPORATION 6.0LANDO13,480$284,1590.04%
361VANGUARD ADMIRAL FDS INC S&P 5921932505849$283,0990.04%
362INVESCO EXCHANGE TRADED FD TRIVZ6,120$279,9900.04%
363KINDER MORGAN INCEP-PC14,080$279,7760.04%
364FIRST TR LARGE CAP GROWTH OPPO33735k1082,283$279,7360.04%
365GLADSTONE LAND CORPORATION 6.0LANDO13,209$278,0490.04%
366FORTINET INCFTNT4,595$276,9410.04%
367FABRINETFN1,100$269,2690.04%
368ANNALY CAPITAL MGMT REITNLY-PJ14,111$268,9480.04%
369ARK ETF TR NEXT GENERATION INT00214q4013,438$268,2670.04%
370SPDR SERIES TRUST SPDR S&P 40078464a8393,669$267,6210.04%
371AMERICAN ELECTRIC POWER COMPAN0255371013,019$264,8650.04%
372VANGUARD FTSE EMERGING MARKETS9220428586,040$264,3240.04%
373FRANKLIN RESOURCESBEN11,746$262,5320.04%
374VANGUARD INDEX FUNDS VANGUARD9229085121,744$262,3500.04%
375HOULIHAN LOKEY INC CLASS A COMHLI1,912$257,8520.04%
376SWEETGREEN INC CLASS A COMMONSG8,500$256,1900.04%
377VANGUARD TOTAL BOND MARKET ETF9219378353,552$255,9030.04%
378VANGUARD RUSSELL 1000 VALUE ET92206c7143,335$255,3610.04%
379INVESCO EXCHANGE TRADED FUND TIVZ6,709$254,6100.04%
380ISHARES MSCI EMERGING MARKETS4642872345,958$253,7400.04%
381SPDR SSGA US LG CP LW VLT INX78468r8041,660$253,2660.04%
382NUVEEN AMT FREE QUALITY MUNICINU22,000$252,1200.04%
383ALASKA AIR GROUP INCALK6,200$250,4800.04%
384ISHARES SELECT DIVIDEND ETF4642871682,059$249,0530.04%
385CAPITAL SOUTHWEST CORPCSWC9,515$248,2460.04%
386CANADIAN NATURAL RESOURCES1363851016,926$246,5660.04%
387WELLTOWER INC COMMON STOCKWELL2,341$244,0700.04%
388COMCAST CORP CL ACCZ6,230$243,9770.04%
389FORD MOTOR CO34537086019,443$243,8090.04%
390SPDR SER TR S&P BIOTECH ETF78464a8702,607$241,7410.03%
391COHEN & STEERS TOTAL RETURN RE19247r10320,515$237,1530.03%
392PROLOGIS INCPLDGP2,106$236,5250.03%
393ISHARES S&P MID CAP 400 VALUE4642877052,061$233,8370.03%
394WELLS FARGO & CO9497461013,923$233,0100.03%
395PAYCHEX INCPAYX1,954$231,6660.03%
396HIGHLAND OPPORTUNITIES AND INC43010e50312,452$231,4830.03%
397SHELL PLC AMERICAN DEPOSITARYDAF3,206$231,4090.03%
398FIRST TRUST EXCHANGE TRADED FU33739q2004,789$230,1210.03%
399AMEREN CORPAEE3,203$227,7810.03%
400REKOR SYSTEMS INC COMMON STOCKREKR145,794$225,9810.03%
401ISHARES S&P 100 ETF464287101846$223,5980.03%
402CDW CORPORATION COMCDW988$221,1540.03%
403CHARLES SCHWAB CORP NEWSCHW-PJ2,998$220,9230.03%
404VANGUARD STAR FD VANGUARD TOTA9219097683,660$220,6820.03%
405KELLANOVA COMMON STOCKBEKE3,821$220,4170.03%
406ALNYLAM PHARMACEUTICALS INCALNY907$220,4010.03%
407COPART INCCPRT4,044$219,0230.03%
408ISHARES TR CORE MSCI EAFE ETF46432f8423,012$218,7590.03%
409SPDR SERIES TRUST SPDR BLOOMBE78468r5232,175$216,1260.03%
410ABB LTD SPONSORED ADRABLZF3,882$215,6570.03%
411BECTON DICKINSON & COBDX921$215,2470.03%
412BROWN & BROWN INCBRO2,396$214,2260.03%
413S&P GLOBAL INC COMSPGI477$212,7420.03%
414SPDR SERIES TRUST SPDR PORTFOL78464a8474,144$212,5860.03%
415ILLUMINA INCILMN2,032$212,1000.03%
416SEER INC CLASS A COMMON STOCKSEER125,000$210,0000.03%
417PACIFIC BIOSCIENCES OF CALIFORPACB152,700$209,1990.03%
418ISHARES IBOXX $ INVESTMENT GRA4642872421,950$208,9060.03%
419TRACTOR SUPPLY COTSCO773$208,7100.03%
420ARK ETF TR ISRAEL INNOVATIVE T00214q60910,422$207,7080.03%
421ARES CAP CORPARCC9,821$204,6700.03%
422VANECK ETF TRUST VANECK GOLD M92189f1066,020$204,2590.03%
423ISHARES RUSSELL MID CAP VALUE4642874731,682$203,0440.03%
424KEURIG DR PEPPER INC COMMON STKDP6,070$202,7380.03%
425RIVERNORTH DOUBLELINE STRATEGIOPP-PC10,768$202,3920.03%
426IRON MTN INC NEW REITIRM2,255$202,0920.03%
427REDWOOD FINANCIAL INC-MINNRWTQ1,346$201,8890.03%
428JOHNSON CONTROLS INTERNATIOJCI3,034$201,6700.03%
429ING GROEP NV-SPONSORED ADRINGVF11,721$200,8930.03%
430FIRST TRUST ENHANCED EQUITY IN33731810910,016$199,5090.03%
431NORTHWEST BIOTHERAPEUTICS INCNWBO424,310$181,0960.03%
432EATON VANCE TAX MANAGD GLBL DIETN21,323$180,1790.03%
433ABRDN HEALTHCARE INVESTORS SHAHQH10,296$179,7600.03%
434AFFILIATED MANAGERS GROUP INCMGRE10,754$179,0540.03%
435NUVEEN MUNICIPAL VALUE FUND INNU20,000$172,6000.02%
436WALGREENS BOOTS ALLI93142710814,251$172,3660.02%
437CHIMERA INVESTMENT CORPORATIONCIMN12,194$156,0790.02%
438SRH TOTAL RETURN FUND INC COMMSTEW10,640$154,8120.02%
439BLACKROCK INVESTMENT QUALITY MBLK12,654$151,4680.02%
440BANCO BILBAO VIZCAYA ARGENTBBVXF13,212$132,5160.02%
441KOSMOS ENERGY LTD COMMON SHAREKOS20,000$110,8000.02%
442NEKTAR THERAPEUTICSNKTR85,105$105,5300.02%
443TELLURIAN INC COMMON STOCK87968a104150,003$103,8920.02%
444FORTITUDE GOLD CORP COMFTCO22,100$95,9140.01%
445ADAPTIVE BIOTECHNOLOGIES CORPOADPT25,000$90,5000.01%
446COMPASS INC CLASS A COMMON STOCOMP25,000$90,0000.01%
447GRUPO TELEVISA SA DE CV SPO40049j20629,482$81,6650.01%
448LIBERTY ALL STAR EQUITY FUND S53015810411,901$80,9260.01%
449FRANKLIN LIMITED DURATION INCOFTF10,262$65,0610.01%
450BENSON HILL INC COMMON STOCK082490202421,050$64,1680.01%
451MEDICAL PROPERTIES TRUST INCMPT14,107$60,8020.01%
452KBS REAL ESTATE INVT TR III IN48668l10510,093$56,5220.01%
453NEW GOLD INC64453510625,000$48,7500.01%
454ATAI LIFE SCIENCES N V COMMn0731h10330,000$39,9000.01%
455GENASYS INC COMMON STOCKGNSS17,500$37,0130.01%
456NEW PACIFIC METALS CORP COMNEWP10,000$15,0000.00%
457FEDERAL NATIONAL MORTGAGE ASSO31358610910,000$14,3000.00%
458RIO2 LIMITED NEW COMRIOFF20,000$6,8800.00%
459GINKGO BIOWORKS HOLDINGS INC CDNABW20,000$6,6860.00%
460SENSEONICS HOLDINGS INC COMMONSENS13,200$5,2670.00%
461INTEGRATED BIOPHARMA INCINBP20,000$4,2000.00%
462CYTODYN INCCYDY28,025$3,8950.00%
463DRONE DELIVERY CDA CORP COM26210w60516,470$2,1080.00%
464STILLWATER CRITICAL MINERAL86074l10310,000$1,1500.00%
465STATEHOUSE HOLDINGS INC COM85754g30115,000$8770.00%
466VOXTUR ANALYTICS CORP COM92908210510,000$6990.00%
467CANADIAN CRITICAL MINERALS13561d10510,000$3620.00%
468ATLANTIS GAMING CORPORATION CO04914u10069,000$620.00%
469GWG SERIES A1 WDT ESCROW CUSIP361esc0563,479,660$00.00%
470JOUNCE THERAPEU CVR CONTRA CUS481cvr017176,450$00.00%
471HPIL HOLDINGHPQ400,000$00.00%
472APPLIED VISUAL SCIENCES INC038287108113,780$00.00%
473GWG SERIES E WDT COMMON STOCK361esc08064,271$00.00%
474ALTABA INC COMMON STOCK ESCROW021esc01725,801$00.00%
475GWG SERIES D WDT ESCROW CUSIP361esc0721,488,000$00.00%
476WORLD MOTO INC98158h106700,000$00.00%
477GWG SERIES C WDT ESCROW CUSIP361esc064239,000$00.00%