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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 Q3 2024 · Filed October 30, 2024 · Accession 0001697934-24-000006

Total Value
$745.9M
Positions
491
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (491)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL99,898$23.3M3.12%
2MICROSOFT CORPMSFT51,251$22.1M2.96%
3INVESCO QQQ TR UNIT SER 1IVZ44,112$21.5M2.89%
4SPDR S&P 500 ETF TRUSTSPY29,194$16.8M2.25%
5NVIDIA CORPNVDA136,142$16.5M2.22%
6RBB FD INC US TREASURY 3 MONTH74933w452268,417$13.4M1.80%
7BERKSHIRE HATHAWAY CLASS BBRK-A28,743$13.2M1.77%
8AMAZON.COM INCAMZN69,654$13.0M1.74%
9INVESCO EXCHANGE TRADED FD TRIVZ528,110$11.1M1.49%
10ISHARES U S TECHNOLOGY ETF46428772165,951$10.0M1.34%
11ISHARES U S FINANCIALS ETF46428778882,273$8.5M1.15%
12ISHARES U S UTILITIES ETF46428769783,394$8.5M1.14%
13ALPHABET INC. CLASS AGOOG50,203$8.3M1.12%
14ISHARES U S REAL ESTATE ETF46428773977,515$7.9M1.06%
15ISHARES S&P 500 GROWTH ETF46428730982,092$7.9M1.05%
16ISHARES MSCI EAFE ETF46428746591,043$7.6M1.02%
17IBM CORPINTR32,169$7.1M0.95%
18META PLATFORMS INC CLASS AMETA12,230$7.0M0.94%
19ISHARES TRUST ISHARES MSCI USA46429b69772,785$6.6M0.89%
20ISHARES S&P MID CAP 400 GROWTH46428760671,276$6.6M0.88%
21UNITEDHEALTH GRP INCUNH11,060$6.5M0.87%
22WISDOMTREE TRUST U S QUALITY DWT75,337$6.3M0.84%
23ISHARES CORE S&P 500 ETF46428720010,494$6.1M0.81%
24EXXON MOBIL CORPXOM50,270$5.9M0.79%
25SPDR SERIES TRUST SPDR PORTFOL78464a85486,563$5.8M0.78%
26JOHNSON & JOHNSONJNJ35,863$5.8M0.78%
27ELI LILLY AND COLLY6,540$5.8M0.78%
28JPMORGAN CHASE & COVYLD25,745$5.4M0.73%
29FIRST TR EXCHANGE TRADED FD IV33739q40889,621$5.4M0.72%
30ALPHABET INC. CLASS CGOOG30,562$5.1M0.69%
31HOME DEPOT INCHD12,597$5.1M0.68%
32FRANKLIN UNIVERSAL TRUST-SBI355145103660,916$5.0M0.67%
33VANGUARD INDEX FUNDS VANGUARD92290876917,604$5.0M0.67%
34SPDR SERIES TRUST SPDR PORTFOL78464a40959,881$5.0M0.67%
35VISA INC CLASS AV17,931$4.9M0.66%
36AMGEN INCAMGN14,186$4.6M0.61%
373M COMPANYMMM33,323$4.6M0.61%
38PROCTER & GAMBLE74271810926,148$4.5M0.61%
39ABBVIE INCABBV22,345$4.4M0.59%
40BLOCK INC CLASS A COMMON STOCKBSQKZ64,816$4.4M0.58%
41WALMART INCWMT53,549$4.3M0.58%
42MCDONALDS CORPMCD13,611$4.1M0.56%
43SSGA ACTIVE TRUST SPDR SSGA UL78467v707101,221$4.1M0.55%
44XCEL ENERGY INCXELLL60,776$4.0M0.53%
45SPDR S&P DIVIDEND ETF78464a76327,867$4.0M0.53%
46ADOBE INC COMMON STOCKADBE7,562$3.9M0.52%
47NEXTERA ENERGY INCNEE-PW45,608$3.9M0.52%
48STARBUCKS CORPSBUX39,408$3.8M0.52%
49WISDOMTREE TRUST WISDOMTREE UWT63,784$3.8M0.51%
50ISHARES CORE S&P MID CAP ETF46428750761,068$3.8M0.51%
51LOCKHEED MARTIN CORPLMT6,485$3.8M0.51%
52CORNING INCGLW79,830$3.6M0.48%
53ECOLAB INCECL13,947$3.6M0.48%
54COCA COLA COMPANY (THE)KO49,289$3.5M0.47%
55CISCO SYSTEMS INCCSCO66,055$3.5M0.47%
56SHOPIFY INC CL ASHOP43,100$3.5M0.46%
57CHEVRON CORPORATIONCVX22,583$3.3M0.45%
58SELECT SECTOR SPDR TRUST THE H81369y20921,245$3.3M0.44%
59INVESCO EXCHANGE TRADED FUND TIVZ17,885$3.2M0.43%
60WISDOMTREE TRUST WISDOMTREE FLWT62,731$3.2M0.42%
61ARCH CAPITAL GROUP LTDACGLN28,108$3.1M0.42%
62VANGUARD SPECIALIZED FUNDS VAN92190884415,649$3.1M0.42%
63MEDTRONIC PLC COMMDT34,384$3.1M0.41%
64TEXAS INSTRUMENTS INCORPORATED88250810414,780$3.1M0.41%
65TRUIST FINANCIAL CORPORATION CTFC-PR70,953$3.0M0.41%
66VERIZON COMMUNICATIONSVZ67,093$3.0M0.40%
67PEPSICO INC COMMON STOCKPEP17,477$3.0M0.40%
68METLIFE INCMET-PF35,086$2.9M0.39%
69HONEYWELL INTL INC43851610613,211$2.7M0.37%
70OPEN TEXT CORPOTEX80,428$2.7M0.36%
71GENERAL DYNAMICS CORPGD8,744$2.6M0.35%
72CHS INC PFD CL B SER 4CHSCO99,443$2.6M0.35%
73ISHARES RUSSELL 1000 GROWTH ET4642876146,652$2.5M0.33%
74FIRST TRUST CAPITAL STRENGTH EFCAP26,298$2.4M0.32%
75ROSS STORES INCROST15,708$2.4M0.32%
76ISHARES RUSSELL 2000 ETF46428765510,588$2.3M0.31%
77PIMCO EQUITY SERIES PIMCO RAFI72202l36346,115$2.3M0.31%
78DUKE ENERGY CORPORATION HOLDINDUKB19,715$2.3M0.30%
79A T & T INCT-PC103,121$2.3M0.30%
80ABBOTT LABORATORIESABLZF19,853$2.3M0.30%
81PROGRESSIVE CORP-OHIO7433151038,905$2.3M0.30%
82ISHARES TRUST ISHARES CORE S&P46428766323,278$2.2M0.30%
83FIRST TRUST SENIOR LOAN FUND E33738d30947,470$2.2M0.29%
84GILEAD SCIENCES INCGILD25,975$2.2M0.29%
85STANDARD & POORS MIDCAP 400 SPMDY3,787$2.2M0.29%
86US BANCORP DEL COMUSB-PS46,176$2.1M0.28%
87UNION PACIFIC CORPUNP8,455$2.1M0.28%
88INFOSYS LIMITED SPONS ADR RINFY89,811$2.0M0.27%
89BLACKROCK INC COMMON STOCKBLK2,069$2.0M0.26%
90ISHARES CORE HIGH DIVIDEND ETF46429b66316,685$2.0M0.26%
91PNC FINANCIAL SVCS GROUP INC69347510510,547$1.9M0.26%
92ISHARES CORE S&P SMALL CAP ETF46428780416,642$1.9M0.26%
93VANECK SEMICONDUCTOR ETF92189f6767,862$1.9M0.26%
94SERVICENOW INC COMNOW2,136$1.9M0.26%
95CROWN CASTLE INC COMMON STOCKCCI15,965$1.9M0.25%
96COSTCO WHOLESALE COCOST2,130$1.9M0.25%
97UBER TECHNOLOGIES INC COMMON SUBER25,079$1.9M0.25%
98PALO ALTO NETWORKS INC COMMONPANW5,497$1.9M0.25%
99SPDR GOLD TR GOLD SHSGLD7,704$1.9M0.25%
100CAPITAL GROUP FIXED INCOME ETF14020y10280,040$1.9M0.25%
101FISERV INC COMMON STOCKFISV10,178$1.8M0.25%
102WILLIAMS COMPANIES INC96945710039,350$1.8M0.24%
103BROADCOM INC COMMON STOCKAVGO10,277$1.8M0.24%
104CLOROX COCLX10,773$1.8M0.24%
105MOODYS CORPMCO3,688$1.8M0.23%
106ALTRIA GROUP INCMO34,250$1.7M0.23%
107PRUDENTIAL FINLPUKPF14,262$1.7M0.23%
108DOMINION ENERGY INC COMMON STOD29,754$1.7M0.23%
109SALESFORCE INC COMMON STOCKCRM6,263$1.7M0.23%
110JOHN HANCOCK EXCHANGE TRADED F47804j20628,058$1.7M0.23%
111DIGITAL REALTY TRUST INC25386810310,383$1.7M0.23%
112JOHN HANCOCK EXCHANGE TRADED F47804j10724,175$1.7M0.23%
113INTUIT INCINTU2,697$1.7M0.22%
114CVS HEALTH CORPORATIONCVS26,597$1.7M0.22%
115RESTAURANT BRANDS INTERNATIQSR22,606$1.6M0.22%
116THERMO FISHER SCNTFCTMO2,574$1.6M0.21%
117MERCK & CO INCMRK13,773$1.6M0.21%
118RTX CORPRTX12,713$1.5M0.21%
119AIR LIQUIDE-ADRAIIR38,951$1.5M0.20%
120ORACLE CORPORCL-PD8,786$1.5M0.20%
121SELECT SECTOR SPDR TRUST THE T81369y8036,578$1.5M0.20%
122GOLDMAN SACHS GROUP INCGSCE2,989$1.5M0.20%
123VANGUARD INDEX FUNDS VANGUARD9229087448,324$1.5M0.19%
124SECTOR SPDR TRUST SBI CONSUMER81369y30817,409$1.4M0.19%
125NOKIA CORPORATION SPONSOREDNOKBF324,634$1.4M0.19%
126EATON VANCE NATIONAL MUNICIPAL27826u108128,633$1.4M0.19%
127APPLIED MATERIALS0382221056,969$1.4M0.19%
128VANGUARD FTSE DEVELOPED MARKET92194385826,266$1.4M0.19%
129FIRST TR EXCHANGE TRADED FD II33734x11920,103$1.4M0.18%
130VANGUARD S&P 500 ETF9229083632,597$1.4M0.18%
131VANGUARD SHORT TERM BOND ETF92193782717,281$1.4M0.18%
132EMERSON ELECTRIC COEMR12,291$1.3M0.18%
133FIRST TR EXCHANGE TRADED FD IV33738d87954,151$1.3M0.18%
134AUTODESK INCADSK4,818$1.3M0.18%
135TRACTOR SUPPLY COTSCO4,500$1.3M0.18%
136SPDR SERIES TRUST SPDR PORTFOL78464a80518,633$1.3M0.18%
137COHEN & STEERS REAL ESTATE OPP19249q10376,373$1.3M0.17%
138ADVANCED MICRO DEVICE INAMD7,946$1.3M0.17%
139AMERICAN EXPRESS COMPANYAXP4,798$1.3M0.17%
140NOVO NORDISK A/S-ADR EACH CNONOF10,808$1.3M0.17%
141TESLA INCTSLA4,917$1.3M0.17%
142FIRST TRUST MORNINGSTAR DIVIDE33691710930,539$1.3M0.17%
143INVESCO EXCHANGE TRADED FD TRIVZ13,737$1.2M0.17%
144CAPITAL GROUP DIVIDEND VALUE E14020w10633,898$1.2M0.17%
145INVESCO EXCHANGE TRADED FD TRIVZ25,125$1.2M0.17%
146MONOLITHIC POWER SYS6098391051,325$1.2M0.16%
147DOMINOS PIZZA INCDPZ2,846$1.2M0.16%
148SPDR DOW JONES MID CAP GROWTH78464a82113,941$1.2M0.16%
149KNIFE RIVER CORPORATION COMMONKNF13,582$1.2M0.16%
150VANGUARD SECTOR INDEX FDS VANG92204a2075,551$1.2M0.16%
151PAYPAL HOLDINGS INC COMPYPL15,381$1.2M0.16%
152NORTHROP GRUMMAN CONOC2,267$1.2M0.16%
153NVR INCNVR121$1.2M0.16%
154PHILIP MORRIS INTERNATIONAL IN7181721099,744$1.2M0.16%
155IMPINJ INC COMPI5,440$1.2M0.16%
156FIRST TR EXCHANGE TRADED FD VI33740f27660,110$1.2M0.16%
157ISHARES TR MSCI USA SMALL CAP46435g43328,459$1.2M0.16%
158ISHARES TREASURY FLOATING RATE46434v86022,744$1.2M0.15%
159MOTOROLA SOLUTIONSMSI2,555$1.1M0.15%
160ETSY INC COMETSY20,422$1.1M0.15%
161STRYKER CORPSYK3,137$1.1M0.15%
162ENTERPRISE PRODUCTS PARTNERS L29379210738,911$1.1M0.15%
163SYSCO CORPSYY14,482$1.1M0.15%
164BLACKROCK ETF TRUST II ISHARESBLK20,818$1.1M0.15%
165VANGUARD SHORT TERM INFLATION92202080522,525$1.1M0.15%
166CHUBB LTD COMCB3,851$1.1M0.15%
167INTEGER HLDGS CORPITGR8,523$1.1M0.15%
168LOWES COMPANIES INC5486611074,063$1.1M0.15%
169ROCHE HOLDING LTD SPONSORED77119510427,218$1.1M0.15%
170INGREDION INC COMINGR7,935$1.1M0.15%
171ASTRANA HEALTH INC COMMON STOC03763a20718,800$1.1M0.15%
172VALMONT INDUSTRIES9202531013,746$1.1M0.15%
173EMCOR GROUP INCEME2,496$1.1M0.14%
174SERVICE CORP INTL81756510413,582$1.1M0.14%
175TAIWAN SEMICONDUCTOR MFG CO8740391006,167$1.1M0.14%
176LANTHEUS HOLDINGS INC COMLNTH9,712$1.1M0.14%
177VEECO INSTRUMENTS92241710032,076$1.1M0.14%
178DECKERS OUTDOOR CORPORATIONDECK6,643$1.1M0.14%
179DEVON ENERGY CORPORATION NEW25179m10327,022$1.1M0.14%
180C H ROBINSON WORLDWIDE INCCHRW9,570$1.1M0.14%
181ULTRA CLEAN HOLDINGS INCUCTT26,256$1.0M0.14%
182HOLOGIC INCHOLX12,839$1.0M0.14%
183BUILDERS FIRSTSOURCE INC COMMOBLDR5,379$1.0M0.14%
184SIMPSON MANUFACTURING CO INC8290731055,450$1.0M0.14%
185NEW YORK TIMES CLASS ANYT18,696$1.0M0.14%
186CENCORA INCCOR4,577$1.0M0.14%
187RELIANCE INC COMMON STOCKRS3,543$1.0M0.14%
188MASTEC INCMTZ8,320$1.0M0.14%
189WALT DISNEY CO25468710610,627$1.0M0.14%
190CHECK POINT SOFTWARE TECHNOCHKP5,230$1.0M0.14%
191GENPACT LIMITEDG25,696$1.0M0.14%
192COMFORT SYSTEMS USA INC1999081042,581$1.0M0.14%
193PROSHARES S&P 500 DIVIDEND ARI74348a4679,338$996,9250.13%
194UNITED PARCEL SVC INC CL BUPS7,278$992,2640.13%
195ENSIGN GROUP INC COM USD0.001ENSG6,896$991,7830.13%
196FIRST TRUST RISING DIVIDEND AC33738r50616,630$984,6330.13%
197AKAMAI TECHNOLOGIES INCAKAM9,645$973,6630.13%
198MERCADOLIBRE INCMELI469$962,3690.13%
199ELEVANCE HEALTH INCELV1,850$962,2030.13%
200BLACKROCK DEBT STRATEGIES FUNDDSU86,930$958,8370.13%
201KAYNE ANDERSON ENERGY INFRASTR48660610686,582$952,3980.13%
202CAPITAL GROUP GROWTH ETF CAPIT14020g10126,750$930,6180.12%
203BOEING COBA-PA6,121$930,5840.12%
204PULTEGROUP INC7458671016,453$926,1990.12%
205AUTOZONE INCAZO285$897,7610.12%
206DEERE & CODE2,145$895,3490.12%
207SCHWAB STRATEGIC TR US DIVIDEN80852479710,580$894,3090.12%
208O REILLY AUTOMOTIVEORLY774$891,3380.12%
209VERTEX PHARMACEUTICALS INC92532f1001,882$875,2810.12%
210KKR & CO INC COMMON STOCKKKRT6,697$874,4850.12%
211HEWLETT PACKARD ENTERPRISE COMHPE-PC42,091$861,1820.12%
212MASTERCARD INC CLASS AMA1,739$858,7050.12%
213INTEGRIS SECD CR FD II LLC LTD45791k103850$850,0000.11%
214BRISTOL MYERS SQUIBB COCELG-RI16,284$842,5270.11%
215FIRST TRUST EXCHANGE TRADED FU33738d40819,352$811,9930.11%
216INVESCO EXCHANGE TRADED FD TRIVZ11,222$804,9540.11%
217ASTRAZENECA PLC AMERICAN DEAZN10,298$802,3100.11%
218AGILENT TECHNOLOGIES INCA5,375$798,0580.11%
219FIRST TR VALUE LINE DIVID INDE33734h10617,342$788,8720.11%
220SELECT SECTOR SPDR TRUST THE U81369y8869,644$779,0260.10%
221NETFLIX INCNFLX1,096$777,3600.10%
222AFLAC INCAFL6,933$775,1090.10%
223TJX COMPANIES INC NEW8725401096,529$767,4500.10%
224SPDR SER TR S&P 600 SMALL CAP78464a2018,211$764,5650.10%
225WISDOMTREE TRUST WISDOMTREE UWT9,602$754,3410.10%
226CAPITAL GROUP CORE BALANCED ET14021d10724,249$752,9230.10%
227ISHARES TR ISHARES CORE DIVIDE46434v62111,712$734,2360.10%
228J P MORGAN EXCHANGE TRADED FUN46641q83714,438$732,5840.10%
229PALANTIR TECHNOLOGIES IN CLASSPLTR19,476$724,5070.10%
230FIRST TRUST EXCHANGE TRADED FD33734x84612,231$724,4230.10%
231ALPS ETF TRUST ALERIAN MLP ETF00162q45215,290$720,6330.10%
232VANGUARD INDEX FUNDS VANGUARD9219464065,607$718,7870.10%
233CAPITAL GROUP GLOBAL GROWTH EQ14020x10423,764$716,4990.10%
234L3HARRIS TECHNOLOGIES INC COMMLHX3,005$714,7990.10%
235ISHARES RUSSELL 1000 VALUE ETF4642875983,695$701,3860.09%
236BANK OF AMERICA CORP06050510417,395$690,2260.09%
237INVESCO SENIOR INCOME TRUST COVVR168,793$686,9880.09%
238MODERNA INC COMMON STOCKMRNA10,260$685,6760.09%
239HERSHEY COMPANY (THE)HSY3,540$678,9010.09%
240ACCENTURE PLC IRELAND SHS CACN1,903$672,6720.09%
241SPARTANNASH COMPANY COM84721510029,850$668,9390.09%
242NIKE INC CLASS B COMNKE7,544$666,8510.09%
243VANGUARD INDEX FUNDS VANGUARD9229086292,518$664,3400.09%
244CLOUDFLARE INC CLASS A COMMONNET8,212$664,2690.09%
245CAPITAL GROUP CORE EQUITY ETF14020v10819,318$662,2290.09%
246MIND MEDICINE MINDMED INC C60255c885115,511$657,2580.09%
247GENERAL MILLS INC3703341048,787$648,9430.09%
248MONDELEZ INTERNATIONAL INC COM6092071058,786$647,2650.09%
249SHP ETF TR NEOS S&P 500 HIGH I78433h30312,621$646,5740.09%
250PIMCO ACTIVE BOND EXCHANGE TRA72201r7756,737$637,4160.09%
251BLACKROCK MUNIHOLDINGS FD INCBLK50,371$637,1930.09%
252CHS INC 8 CUM REDEEMABLE PFDCHSCO21,019$636,6750.09%
253WASTE MANAGEMENT INC DELWM3,015$625,9250.08%
254BOOKING HOLDINGS INC COMMON STBKNG147$619,2370.08%
255MICRON TECHNOLOGY INCMU5,924$614,3650.08%
256FASTENAL COFAST8,592$613,6340.08%
257UNILEVER PLC SPONSORED ADRUNLYF9,416$611,6630.08%
258PFIZER INCPFE21,086$610,2190.08%
259ISHARES S&P 500 VALUE ETF4642874082,963$584,2150.08%
260ENERGY TRANSFER LP COMMON UNITET-PI36,052$578,6430.08%
261BLACKSTONE INC COMMON STOCKBX3,778$578,5630.08%
262INVESCO EXCHANGE TRADED SELF IIVZ10,859$575,4040.08%
263SOUTHERN COSOMN6,274$565,7840.08%
264ASML HOLDING N V N Y REGISTASMLF678$564,9710.08%
265VANGUARD INDEX FUNDS SMALLCAP9229085952,096$560,5230.08%
266CHIPOTLE MEXICAN GRILL INC COMCMG9,618$554,1890.07%
267PIMCO EQUITY SERIES PIMCO RAFI72202l38925,939$550,5160.07%
268SELECT SECTOR SPDR FUND SHS BE81369y4072,676$536,1450.07%
269WESTERN ASSET EMERGING MKTS DE95766a10152,638$535,8500.07%
270ULTA BEAUTY INC COMMON STOCKULTA1,374$534,6510.07%
271FIRST TRUST LONG SHORT EQUITY33739p1038,384$532,1320.07%
272CUMMINS INCCMI1,638$530,3680.07%
273VANGUARD INDEX FUNDS VANGUARD9229085382,146$522,4870.07%
274ROYAL BANK OF CANADA7800871024,186$522,1200.07%
275SELECT SECTOR SPDR TRUST SHS B81369y5065,817$510,7170.07%
276PIMCO EQUITY SERIES PIMCO RAFI72202l37115,691$510,1120.07%
277SPDR SERIES TRUST SPDR PORTFOL78468r85311,116$505,8800.07%
278J P MORGAN EXCHANGE TRADED FUN46641q3328,370$498,1280.07%
279FEDEX CORPFDX1,813$496,2180.07%
280VANGUARD SECTOR INDEX FDS VANG92204a702845$495,6090.07%
281VANGUARD RUSSELL 1000 VALUE ET92206c7145,934$494,4800.07%
282ISHARES U S ETF TR ISHARES U S46431w6486,248$489,6560.07%
283PROSPECT CAP CORP 5.5PFD CONV74348t44119,300$482,5000.06%
284OLD REPUBLIC INTL CORP68022310413,608$481,9990.06%
285ISHARES S&P SMALL CAP 600 VALU4642878794,464$480,5940.06%
286AMERICAN HEALTHCARE REIT INC CAHR18,409$480,4750.06%
287PACER FDS TR US CASH COWS 10069374h8818,250$477,0980.06%
288ISHARES RUSSELL 3000 ETF4642876891,460$477,0260.06%
289CSX CORPORATION COMCSX13,537$467,4250.06%
290ISHARES TRUST ISHARES INTERNAT46428844815,449$467,0110.06%
291DANAHER CORPORATION2358511021,660$461,5130.06%
292CHEMED CORPORATIONCHE764$458,8570.06%
293FIRST TR EXCHANGE TRADED FD VI33740f80510,081$456,0640.06%
294TARGET CORPTGT2,851$444,4330.06%
295TRUST FOR PROFESSIONAL MANAGER89834g83619,500$439,4190.06%
296ARISTA NETWORKS INC COMANET1,140$437,5550.06%
297FIRST TR EXCHANGE TRADED FD IV33739q7057,897$430,2240.06%
298MORGAN STANLEYMS-PQ4,112$428,6260.06%
299ENBRIDGE INCENNPF10,444$424,1180.06%
300OXFORD SQUARE CAPITAL CORP COMOXSQH149,481$423,0330.06%
301SWEETGREEN INC CLASS A COMMONSG11,900$421,8550.06%
302VANGUARD SECTOR INDEX FDS VANG92204a1081,225$417,0880.06%
303ISHARES CORE U S AGGREGATE BD4642872264,090$414,2390.06%
304INVESCO DB COMMODITY INDEX TRA46138b10318,432$410,4840.06%
305SELECT SECTOR SPDR TRUST THE F81369y6058,860$401,5350.05%
306NOVARTIS AG AMERICAN DEPOSINVSEF3,486$400,9600.05%
307QUALCOMM INCQCOM2,354$400,3170.05%
308BAYER AKTIENGESELLSCHAFT AD07273030246,990$397,5820.05%
309GE AEROSPACE COMMON STOCK3696043012,103$396,6000.05%
310NEOS ETF TRUST NEOS ENHANCED I78433h5017,939$395,3430.05%
311ISHARES TRUST ISHARES U S INDU4642877542,913$389,3810.05%
312ISHARES MSCI EAFE SMALL CAP ET4642882735,747$389,0840.05%
313FABRINETFN1,644$388,7070.05%
314ROCKWELL AUTOMATION INCROK1,429$383,5690.05%
315CONOCOPHILLIPS COMMON STOCKCOP3,626$381,7520.05%
316SPDR SERIES TRUST FACTSET INNO78464a1102,463$380,7180.05%
317VANGUARD SPECIALIZED FUNDS VAN9229085533,901$380,0350.05%
318INTEL CORPINTC16,189$379,7940.05%
319FIRST TRUST EXCHANGE TRADED FU33739q2007,683$379,6080.05%
320SPDR SERIES TRUST S&P AEROSPAC78464a6312,364$371,8980.05%
321FIRST TR EXCHANGE TRADED FD VI33740u70314,840$371,5940.05%
322SOLVENTUM CORPORATION COMMON SSOLV5,283$368,3310.05%
323LINDE PLC ORDINARY SHARESLIN771$367,6590.05%
324SIEMENS AG AMERICAN DEPOSIT8261975013,612$365,5060.05%
325SPDR SERIES TRUST SPDR BLOOMBE78468r5233,668$365,2610.05%
326KLA CORPORATION COMMON STOCKKLAC468$362,5550.05%
327SPDR DOW JONES INDL AVERAGE ETDIA855$361,7370.05%
328NEW MOUNTAIN FINANCE CORPORATI64755110029,888$358,0580.05%
329FORTINET INCFTNT4,595$356,3420.05%
330PIMCO ENHANCED SHORT MATURITY72201r8333,528$355,2130.05%
331ISHARES TRUST ISHARES U S AERO4642887602,372$354,9460.05%
332SPDR INDEX SHARES FUNDS SPDR P78463x5098,473$349,7540.05%
333SPDR SERIES TRUST SPDR PORTFOL78468r7887,640$348,7660.05%
334PACER FDS TR PACER US SMALL CA69374h8577,393$343,9410.05%
335PHILLIPS 66PSX2,581$339,2430.05%
336CAPITAL GROUP FIXED INCOME ETF14020y30012,141$338,0050.05%
337FIRST TRUST ETF DOW JONES INTE33733e3021,560$330,4550.04%
338WISDOMTREE TRUST WISDOMTREE INWT14,637$324,0630.04%
339VANGUARD MEGA CAP ETF MSCI US9219108731,556$321,5320.04%
340TEXAS PACIFIC LAND CORPORATIONTPL363$321,1610.04%
341COLGATE PALMOLIVE COMPANYCL3,079$319,6560.04%
342INVESCO EXCHANGE TRADED FUND TIVZ4,522$318,9820.04%
343ISHARES TRUST ISHARES 0 3 MONT46436e7183,159$318,1740.04%
344JOHN HANCOCK EXCHANGE TRADED F47804j8598,959$316,8010.04%
345ISHARES SILVER SHARESSLV11,097$315,2660.04%
346VANGUARD INDEX FUNDS VANGUARD9229085121,874$314,2140.04%
347NUVEEN AMT FREE QUALITY MUNICINU26,250$314,2130.04%
348KIMBERLY CLARK CORPKMB2,205$313,7620.04%
349APPLOVIN CORPORATION CLASS A CAPP2,395$312,6670.04%
350FIRST TR LARGE CAP GROWTH OPPO33735k1082,339$307,4380.04%
351ISHARES TR ISHARES BIOTECHNOLO4642875562,110$307,2600.04%
352WORKDAY INC CLASS A COMMON STOWDAY1,257$307,2230.04%
353AMERICAN ELECTRIC POWER COMPAN0255371012,972$304,8960.04%
354DOW INCDOW5,575$304,5620.04%
355ALEXANDRIA REAL ESTATE EQUITIE0152711092,557$303,6440.04%
356PACER FUNDS TRUST PACER TRENDP69374h6759,028$302,9800.04%
357NEOS ETF TRUST NEOS ENHANCED I78433h4026,175$300,5990.04%
358CAPITAL GROUP INTL FOCUS EQUIT14019w10911,110$299,6370.04%
359SOPHIA GENETICS SA ORDINARYSOPH81,500$297,4750.04%
360BP P L C SPONSORED ADR (FRMBPPFF9,421$295,7200.04%
361GRAYSCALE BITCOIN TRUST COMMONGBTC5,842$295,0210.04%
362VANGUARD ADMIRAL FDS INC S&P 5921932505849$293,1510.04%
363TEMPLETON EMERGING MARKETS FUN88019110121,489$290,9560.04%
364INVESCO EXCHANGE TRADED FD TRIVZ6,120$290,8840.04%
365FIRST TRUST LARGE CAP VALUE AL33735j1013,640$288,0330.04%
366ARK ETF TR NEXT GENERATION INT00214q4013,373$287,1430.04%
367ISHARES U S MEDICAL DEVICES ET4642888104,838$286,5060.04%
368AIRBNB INC CLASS A COMMON STOCABNB2,259$286,4640.04%
369SELECT SECTOR SPDR FUND SHS BE81369y1002,964$285,6700.04%
370SILA REALTY TRUST INC COMMON SSILA11,272$285,0710.04%
371PRECISION BIOSCIENCES INC COMMDTIL31,699$284,0230.04%
372AMEREN CORPAEE3,227$282,2600.04%
373VANGUARD TOTAL BOND MARKET ETF9219378353,754$281,9500.04%
374CATERPILLAR INCCAT720$281,5890.04%
375PROSPECT CAPITAL CORPORATIONPSEC-PA52,506$280,9090.04%
376ISHARES SELECT DIVIDEND ETF4642871682,060$278,2930.04%
377CROWDSTRIKE HOLDINGS INC CLASSCRWD983$275,7020.04%
378FIDELITY MERRIMACK STREET TRUS3161883095,874$274,5510.04%
379GLADSTONE LAND CORPORATION 6.0LANDO12,593$274,5270.04%
380ANNALY CAPITAL MGMT REITNLY-PJ13,646$273,8770.04%
381FRANKLIN RESOURCESBEN13,584$273,7240.04%
382ISHARES S&P MID CAP 400 VALUE4642877052,210$273,1830.04%
383GRAIL INC COMMON STOCKGRAL19,800$272,4480.04%
384SPDR SERIES TRUST SPDR SSGA US78468r8041,609$272,2910.04%
385COHEN & STEERS TOTAL RETURN RE19247r10320,515$268,5410.04%
386HELMERICH & PAYNE INCHP8,800$267,6960.04%
387ISHARES TR BROAD USD HIGH YIEL46435u8537,061$265,8470.04%
388VANGUARD FTSE EMERGING MARKETS9220428585,543$265,2180.04%
389PROLOGIS INCPLDGP2,094$264,4300.04%
390DBX ETF TRUST XTRACKERS MSCI E2330512006,228$261,7010.04%
391WELLTOWER INC COMMON STOCKWELL2,038$260,9070.03%
392PAYCHEX INCPAYX1,944$260,8650.03%
393NEWMONT CORPORATION COMMON STONEMCL4,879$260,7770.03%
394GLADSTONE LAND CORPORATION 6.0LANDO11,349$258,4530.03%
395IRON MOUNTAIN INCORPORATED REIIRM2,120$251,8960.03%
396ISHARES MSCI EMERGING MARKETS4642872345,478$251,2090.03%
397SPDR SERIES TRUST SPDR S&P 40078464a8393,143$249,7590.03%
398BROWN & BROWN INCBRO2,396$248,2260.03%
399VEEVA SYSTEMS INC CL A COMVEEV1,181$247,8560.03%
400VANGUARD INDEX FUNDS VANGUARD9229087511,040$246,7280.03%
401HIGHLAND OPPORTUNITIES AND INC43010e50312,361$243,3880.03%
402ISHARES TR CORE MSCI EAFE ETF46432f8423,115$243,0900.03%
403S&P GLOBAL INC COMSPGI470$242,8110.03%
404CANADIAN NATURAL RESOURCES1363851017,302$242,4950.03%
405INVESCO EXCHANGE TRADED FUND TIVZ5,930$240,9320.03%
406VANECK ETF TRUST VANECK GOLD M92189f1066,020$239,7160.03%
407FIRST TRUST ENHANCED EQUITY IN33731810911,692$237,8200.03%
408VANGUARD STAR FD VANGUARD TOTA9219097683,672$237,7290.03%
409COHEN & STEERS REIT AND PREFER19247x1009,966$235,8950.03%
410HOULIHAN LOKEY INC CLASS A COMHLI1,487$234,9760.03%
411ISHARES S&P 100 ETF464287101846$234,1390.03%
412THE CIGNA GROUP125523100670$231,9660.03%
413SPDR SER TR S&P BIOTECH ETF78464a8702,333$230,4710.03%
414ISHARES TR ISHARES SEMICONDUCT464287523986$227,3620.03%
415FIRSTENERGY CORPFE5,111$226,6730.03%
416ISHARES IBOXX $ INVESTMENT GRA4642872422,001$226,1090.03%
417SHELL PLC AMERICAN DEPOSITARYDAF3,416$225,2850.03%
418DISCOVER FINANCIAL SERVICES2547091081,604$225,0940.03%
419ISHARES RUSSELL MID CAP VALUE4642874731,702$225,0690.03%
420CDW CORPORATION COMCDW988$223,5840.03%
421KINDER MORGAN INCEP-PC10,090$222,8840.03%
422CHIMERA INVESTMENT CORPORATIONCIMN13,913$220,2380.03%
423COPART INCCPRT4,194$219,7660.03%
424ABB LTD SPONSORED ADRABLZF3,760$218,3660.03%
425RIVERNORTH DOUBLELINE STRATEGIOPP-PC11,028$217,7750.03%
426NICE LTD AMERICAN DEPOSITARNCSYF1,247$216,5660.03%
427FIRST SOLAR INCFSLR866$216,0150.03%
428SPDR SERIES TRUST SPDR PORTFOL78464a8473,931$214,9430.03%
429ARES CAP CORPARCC10,216$213,9230.03%
430FORD MOTOR CO34537086020,105$212,3050.03%
431EXPEDITORS INTERNATIONAL OF WA3021301091,611$211,6200.03%
432KEURIG DR PEPPER INC COMMON STKDP5,610$210,2630.03%
433AUTOMATIC DATA PROCESSING INCADP756$209,2080.03%
434ALLIANZIM US LG CP BFR20 AUG E00888h7117,225$208,3990.03%
435ING GROEP NV-SPONSORED ADRINGVF11,386$206,7640.03%
436ARK ETF TR ISRAEL INNOVATIVE T00214q60910,422$206,4580.03%
437ILLINOIS TOOL WORKS INC452308109782$204,8260.03%
438REDWOOD FINANCIAL INC-MINNRWTQ1,346$201,8890.03%
439ABRDN HEALTHCARE INVESTORS SHAHQH10,633$197,9780.03%
440TELLURIAN INC COMMON STOCK87968a104200,003$193,6030.03%
441NUVEEN MUNICIPAL VALUE FUND INNU20,000$180,4000.02%
442UIPATH INC CLASS A COMMON STOCPATH14,050$179,8400.02%
443REKOR SYSTEMS INC COMMON STOCKREKR148,594$175,3410.02%
444EATON VANCE TAX MANAGD GLBL DIETN20,083$175,1210.02%
445BLACKROCK INVESTMENT QUALITY MBLK13,454$173,8260.02%
446SRH TOTAL RETURN FUND INC COMMSTEW10,640$168,1120.02%
447ERICSSON ADR CL B SEK 1029482160822,000$166,7600.02%
448COMPASS INC CLASS A COMMON STOCOMP25,000$152,7500.02%
449NORTHWEST BIOTHERAPEUTICS INCNWBO462,215$147,9090.02%
450BANCO BILBAO VIZCAYA ARGENTBBVXF13,212$143,2180.02%
451GRANITESHARES ETF TRUST GRANIT38747r30610,972$142,4560.02%
452DUCKHORN PORTFOLIO INC (THE) C26414d10623,342$135,6170.02%
453INVESCO ADVANTAGE MUNICIPAL IN46132e10312,450$115,9100.02%
454SEER INC CLASS A COMMON STOCKSEER58,500$115,2450.02%
455PACIFIC BIOSCIENCES OF CALIFORPACB67,200$114,2400.02%
456FORTITUDE GOLD CORP COMFTCO21,600$110,3760.01%
457WALGREENS BOOTS ALLI93142710811,680$104,6530.01%
458PIONEER MUNICIPAL HIGH INCOME72376210010,942$96,7310.01%
459BENSON HILL INC COMMON STOCK08249020212,378$89,1220.01%
460MEDICAL PROPERTIES TRUST INCMPT15,089$88,2720.01%
461LIBERTY ALL STAR EQUITY FUND S53015810412,213$86,7130.01%
462KOSMOS ENERGY LTD COMMON SHAREKOS20,000$80,6000.01%
463NEW GOLD INC64453510625,000$72,0000.01%
464FRANKLIN LIMITED DURATION INCOFTF10,403$69,3850.01%
465KBS REAL ESTATE INVT TR III IN48668l10510,093$56,5220.01%
466GRUPO TELEVISA SA DE CV SPO40049j20618,991$48,6170.01%
467NEKTAR THERAPEUTICSNKTR35,105$45,6370.01%
468GENASYS INC COMMON STOCKGNSS10,000$35,6000.00%
469ENVIRONMENTAL TECTONICS CORP29409210114,150$26,3190.00%
470NERDY INC CLASS A COMMON STOCKNRDY18,725$18,4090.00%
471NEW PACIFIC METALS CORP COMNEWP10,000$14,9000.00%
472FEDERAL NATIONAL MORTGAGE ASSO31358610910,000$11,8000.00%
473RIO2 LIMITED NEW COMRIOFF20,000$8,9880.00%
474INTEGRATED BIOPHARMA INCINBP20,000$4,6880.00%
475SENSEONICS HOLDINGS INC COMMONSENS13,200$4,6160.00%
476PAN GLOBAL RESOURCES INCPGZFF20,000$1,7220.00%
477STILLWATER CRITICAL MINERAL86074l10310,000$8850.00%
478VOXTUR ANALYTICS CORP COM92908210510,000$8060.00%
479CANADIAN CRITICAL MINERALS13561d10510,000$3000.00%
480STATEHOUSE HOLDINGS INC COM85754g30115,000$1660.00%
481ATLANTIS GAMING CORPORATION CO04914u10069,000$410.00%
482ALTABA INC COMMON STOCK ESCROW021esc01725,801$00.00%
483WORLD MOTO INC98158h106700,000$00.00%
484APPLIED VISUAL SCIENCES INC038287108113,780$00.00%
485VOLATUS AEROSPACE INC CONTRTAKOF16,470$00.00%
486HPIL HOLDINGHPQ400,000$00.00%
487GWG SERIES E WDT COMMON STOCK361esc08060,311$00.00%
488GWG SERIES D WDT ESCROW CUSIP361esc0721,513,000$00.00%
489GWG SERIES A1 WDT ESCROW CUSIP361esc0563,982,303$00.00%
490JOUNCE THERAPEU CVR CONTRA CUS481cvr017176,450$00.00%
491GWG SERIES C WDT ESCROW CUSIP361esc064239,000$00.00%