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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

Synergy Asset Management, LLC

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001699080-25-000007

Total Value
$2.76B
Positions
621
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT188,422$97.6M3.57%
2MICROSOFT CORPMSFT158,416$78.8M2.88%
3MICROSOFT CORPMSFT158,416$78.8M2.88%
4NVIDIA CORPORATIONNVDA329,402$61.5M2.25%
5SPDR SERIES TRUST78468R663637,800$58.5M2.14%
6SPDR SERIES TRUST78468R663637,800$58.5M2.14%
7MICROSOFT CORPMSFT112,337$58.2M2.13%
8APPLE INCAAPL218,115$55.5M2.03%
9ISHARES TR46436E718440,428$44.3M1.62%
10ISHARES TR46436E718440,428$44.3M1.62%
11NVIDIA CORPORATIONNVDA276,629$43.7M1.60%
12NVIDIA CORPORATIONNVDA276,629$43.7M1.60%
13ISHARES TR46436E718423,790$42.7M1.56%
14CITIZENS FINL GROUP INCCIA795,681$42.3M1.55%
15SPDR SERIES TRUST78468R663441,791$40.5M1.48%
16ISHARES TR46436E718399,921$40.3M1.47%
17ALPHABET INCGOOG162,230$39.4M1.44%
18AMAZON COM INCAMZN165,569$36.4M1.33%
19COCA COLA COKO530,709$35.2M1.29%
20META PLATFORMS INCMETA43,387$31.9M1.17%
21BERKSHIRE HATHAWAY INC DELBRK-A62,714$31.5M1.15%
22NVIDIA CORPORATIONNVDA167,628$31.3M1.14%
23BOSTON SCIENTIFIC CORPBSX305,109$29.8M1.09%
24TESLA INCTSLA89,649$28.5M1.04%
25TESLA INCTSLA89,649$28.5M1.04%
26APPLE INCAAPL109,829$28.0M1.02%
27META PLATFORMS INCMETA37,129$27.4M1.00%
28META PLATFORMS INCMETA37,129$27.4M1.00%
29AXIS CAP HLDGS LTDG0692U109259,189$24.8M0.91%
30BROADCOM INCAVGO89,206$24.6M0.90%
31COCA COLA COKO334,421$23.7M0.87%
32ELI LILLY & COLLY26,865$20.9M0.77%
33ELI LILLY & COLLY26,865$20.9M0.77%
34ELEVANCE HEALTH INCELV52,167$20.3M0.74%
35ELEVANCE HEALTH INCELV52,167$20.3M0.74%
36AMAZON COM INCAMZN92,189$20.2M0.74%
37IRIDIUM COMMUNICATIONS INCIRDM662,183$20.0M0.73%
38IRIDIUM COMMUNICATIONS INCIRDM662,183$20.0M0.73%
39ALPHABET INCGOOG80,873$19.7M0.72%
40NEWMONT CORPNEMCL326,399$19.0M0.70%
41NEWMONT CORPNEMCL326,399$19.0M0.70%
42CORCEPT THERAPEUTICS INCCORT258,494$19.0M0.69%
43ABBVIE INCABBV80,965$18.7M0.69%
44DOXIMITY INCDOCS302,251$18.5M0.68%
45DOXIMITY INCDOCS302,251$18.5M0.68%
46LEIDOS HOLDINGS INCLDOS116,735$18.4M0.67%
47LEIDOS HOLDINGS INCLDOS116,735$18.4M0.67%
48CITIZENS FINL GROUP INCCIA341,160$18.1M0.66%
49META PLATFORMS INCMETA24,094$17.7M0.65%
50TELEDYNE TECHNOLOGIES INCTDY30,117$17.6M0.65%
51BOSTON SCIENTIFIC CORPBSX174,484$17.0M0.62%
52COSTCO WHSL CORP NEW22160K10518,366$17.0M0.62%
53UNION PAC CORPUNP70,189$16.6M0.61%
54COCA COLA COKO245,197$16.3M0.59%
55BERKSHIRE HATHAWAY INC DELBRK-A31,811$16.0M0.58%
56SPDR SERIES TRUST78468R663162,144$14.9M0.54%
57UNION PAC CORPUNP62,031$14.7M0.54%
58CORCEPT THERAPEUTICS INCCORT173,687$14.4M0.53%
59VANGUARD INDEX FDS92290876937,274$12.2M0.45%
60BERKSHIRE HATHAWAY INC DELBRK-A23,612$11.5M0.42%
61T-MOBILE US INCTMUSZ47,685$11.4M0.42%
62MEDTRONIC PLCMDT128,899$11.2M0.41%
63MEDTRONIC PLCMDT128,899$11.2M0.41%
64VANGUARD INDEX FDS92290876935,731$10.9M0.40%
65VANGUARD INDEX FDS92290876935,731$10.9M0.40%
66CHEVRON CORP NEWCVX70,537$10.1M0.37%
67COSTCO WHSL CORP NEW22160K10510,014$9.3M0.34%
68AXIS CAP HLDGS LTDG0692U10992,861$8.9M0.33%
69VISA INCV26,030$8.9M0.32%
70CONOCOPHILLIPSCOP93,569$8.9M0.32%
71TESLA INCTSLA19,395$8.6M0.32%
72HONEYWELL INTL INC43851610636,872$8.6M0.31%
73HONEYWELL INTL INC43851610636,872$8.6M0.31%
74MICRON TECHNOLOGY INCMU47,061$7.9M0.29%
75CONOCOPHILLIPSCOP82,526$7.8M0.29%
76VISA INCV22,492$7.7M0.28%
77TELEDYNE TECHNOLOGIES INCTDY12,803$7.5M0.27%
78FIRST TR EXCHNG TRADED FD VI33740U653199,272$7.4M0.27%
79FIRST TR EXCHNG TRADED FD VI33740U653199,272$7.4M0.27%
80LAM RESEARCH CORPLRCX54,153$7.3M0.27%
81ABBVIE INCABBV29,784$6.9M0.25%
82EATON CORP PLCETN19,000$6.8M0.25%
83EATON CORP PLCETN19,000$6.8M0.25%
84MICRON TECHNOLOGY INCMU40,427$6.8M0.25%
85AMCOR PLCAMCCF814,617$6.7M0.24%
86S&P GLOBAL INCSPGI12,625$6.7M0.24%
87S&P GLOBAL INCSPGI12,625$6.7M0.24%
88GLOBE LIFE INCGL-PD45,583$6.5M0.24%
89LAM RESEARCH CORPLRCX47,428$6.4M0.23%
90CORCEPT THERAPEUTICS INCCORT74,675$6.2M0.23%
91CISCO SYS INCCSCO89,368$6.2M0.23%
92CISCO SYS INCCSCO89,963$6.2M0.23%
93GENUINE PARTS COGPC43,684$6.1M0.22%
94COMCAST CORP NEWCCZ167,598$6.0M0.22%
95EATON CORP PLCETN15,497$5.8M0.21%
96WELLS FARGO CO NEW94974610168,054$5.7M0.21%
97CLEARWAY ENERGY INCCWEN-A199,977$5.6M0.21%
98MASTERCARD INCORPORATEDMA9,930$5.6M0.20%
99MASTERCARD INCORPORATEDMA9,930$5.6M0.20%
100RIO TINTO PLCRTNTF82,757$5.5M0.20%
101ISHARES TR46428722653,742$5.4M0.20%
102CENCORA INCCOR17,192$5.4M0.20%
103CISCO SYS INCCSCO78,320$5.4M0.20%
104GLOBE LIFE INCGL-PD37,098$5.3M0.19%
105VANGUARD INDEX FDS92290876915,962$5.2M0.19%
106HONEYWELL INTL INC43851610624,701$5.2M0.19%
107ISHARES BITCOIN TRUST ETFIBIT79,564$5.2M0.19%
108EVERGY INCEVRG74,470$5.1M0.19%
109EVERGY INCEVRG74,470$5.1M0.19%
110EATON CORP PLCETN13,680$5.1M0.19%
111ISHARES TR46428722651,559$5.1M0.19%
112ISHARES TR46428722651,559$5.1M0.19%
113ISHARES BITCOIN TRUST ETFIBIT82,789$5.1M0.19%
114ISHARES BITCOIN TRUST ETFIBIT82,789$5.1M0.19%
115WELLS FARGO CO NEW94974610159,944$5.0M0.18%
116MARSH & MCLENNAN COS INC57174810224,497$4.9M0.18%
117GE AEROSPACE36960430119,103$4.9M0.18%
118GE AEROSPACE36960430119,103$4.9M0.18%
119T-MOBILE US INCTMUSZ20,221$4.8M0.18%
120EVERSOURCE ENERGYES67,865$4.8M0.18%
121CENCORA INCCOR15,101$4.7M0.17%
122REALTY INCOME CORPO76,950$4.7M0.17%
123VERIZON COMMUNICATIONS INCVZ105,008$4.6M0.17%
124HONEYWELL INTL INC43851610621,822$4.6M0.17%
125ESSENTIAL UTILS INC29670G102113,967$4.5M0.17%
126MARSH & MCLENNAN COS INC57174810221,621$4.4M0.16%
127FIRST TR EXCHNG TRADED FD VI33740F86279,649$4.1M0.15%
128UNITEDHEALTH GROUP INCUNH13,071$4.1M0.15%
129UNITEDHEALTH GROUP INCUNH13,071$4.1M0.15%
130COSTCO WHSL CORP NEW22160K1053,927$3.9M0.14%
131GENUINE PARTS COGPC28,984$3.9M0.14%
132GENUINE PARTS COGPC28,984$3.9M0.14%
133FIRST TR EXCH TRADED FD III33739P855202,340$3.8M0.14%
134FIRST TR EXCH TRADED FD III33739P855202,340$3.8M0.14%
135VANECK ETF TRUST92189F437131,216$3.8M0.14%
136VANECK ETF TRUST92189F437131,216$3.8M0.14%
137SPDR SERIES TRUST78464A151117,248$3.8M0.14%
138SPDR SERIES TRUST78464A151117,248$3.8M0.14%
139REALTY INCOME CORPO64,848$3.7M0.14%
140REALTY INCOME CORPO64,848$3.7M0.14%
141EXXON MOBIL CORPXOM32,179$3.6M0.13%
142LOCKHEED MARTIN CORPLMT7,332$3.6M0.13%
143LOCKHEED MARTIN CORPLMT7,332$3.6M0.13%
144KLA CORPKLAC4,026$3.6M0.13%
145KLA CORPKLAC4,026$3.6M0.13%
146ISHARES TR46435G474126,530$3.5M0.13%
147FIRST TR EXCH TRADED FD III33739P202119,526$3.5M0.13%
148ISHARES TR46428863864,697$3.5M0.13%
149RIO TINTO PLCRTNTF55,184$3.2M0.12%
150RIO TINTO PLCRTNTF55,184$3.2M0.12%
151FIRST TR EXCHANGE-TRADED FD33739Q40853,078$3.2M0.12%
152FIRST TR EXCHANGE-TRADED FD33739Q40853,078$3.2M0.12%
153SELECT SECTOR SPDR TR81369Y85226,089$3.1M0.11%
154BANK AMERICA CORP06050510459,758$3.1M0.11%
155MERCK & CO INCMRK37,949$3.0M0.11%
156MERCK & CO INCMRK37,949$3.0M0.11%
157FIRST TR EXCHANGE-TRADED ALP33737M10232,454$3.0M0.11%
158INNOVATOR ETFS TRUSTINHD79,517$3.0M0.11%
159VANGUARD TAX-MANAGED FDS92194385849,019$2.9M0.11%
160US BANCORP DELUSB-PS59,981$2.7M0.10%
161US BANCORP DELUSB-PS59,981$2.7M0.10%
162VERIZON COMMUNICATIONS INCVZ62,050$2.7M0.10%
163VERIZON COMMUNICATIONS INCVZ62,050$2.7M0.10%
164FIRST TR EXCH TRD ALPHDX FD33737J17435,583$2.7M0.10%
165EVERSOURCE ENERGYES41,351$2.6M0.10%
166EVERSOURCE ENERGYES41,351$2.6M0.10%
167VANGUARD INDEX FDS9229083634,180$2.6M0.09%
168KIMBERLY-CLARK CORPKMB19,130$2.5M0.09%
169KIMBERLY-CLARK CORPKMB19,130$2.5M0.09%
170FIRST TR EXCHANGE-TRADED FD33739Q40840,981$2.5M0.09%
171FIRST TR EXCHANGE TRADED FD33738R11827,046$2.4M0.09%
172FIRST TR EXCHANGE TRADED FD33738R11827,046$2.4M0.09%
173ISHARES TR4642871017,962$2.4M0.09%
174ISHARES TR4642871017,962$2.4M0.09%
175INVESCO EXCH TRADED FD TR IIIVZ49,794$2.4M0.09%
176INVESCO EXCH TRADED FD TR IIIVZ49,794$2.4M0.09%
177ISHARES INC46434G85536,081$2.3M0.09%
178VANGUARD INDEX FDS9229087364,833$2.3M0.08%
179VANECK ETF TRUST92189F86693,843$2.3M0.08%
180ISHARES INC46434G86352,541$2.3M0.08%
181ISHARES TR46435U55649,307$2.3M0.08%
182ISHARES TR46436E40334,138$2.2M0.08%
183INVESCO EXCH TRADED FD TR IIIVZ37,815$2.2M0.08%
184FIRST TR EXCHANGE TRADED FD33738R11822,602$2.2M0.08%
185TESLA INCTSLA4,953$2.2M0.08%
186ISHARES TR46428722620,891$2.1M0.08%
187MCDONALDS CORPMCD6,828$2.1M0.08%
188VANGUARD TAX-MANAGED FDS92194385836,276$2.1M0.08%
189VANGUARD TAX-MANAGED FDS92194385836,276$2.1M0.08%
190MSC INDL DIRECT INC55353010624,318$2.1M0.08%
191MSC INDL DIRECT INC55353010624,318$2.1M0.08%
192SPDR S&P 500 ETF TRSPY3,089$2.1M0.08%
193VANGUARD INDEX FDS9229087364,667$2.0M0.07%
194VANGUARD INDEX FDS9229087364,667$2.0M0.07%
195SPDR GOLD TRGLD6,698$2.0M0.07%
196SPDR GOLD TRGLD6,698$2.0M0.07%
197SPDR S&P 500 ETF TRSPY3,304$2.0M0.07%
198SPDR S&P 500 ETF TRSPY3,304$2.0M0.07%
199PROCTER AND GAMBLE CO74271810913,256$2.0M0.07%
200GLOBAL X FDS37960A66987,496$2.0M0.07%
201GLOBAL X FDS37960A66987,496$2.0M0.07%
202VANGUARD INTL EQUITY INDEX F92204277528,164$2.0M0.07%
203EA SERIES TRUST02072L30057,677$2.0M0.07%
204EA SERIES TRUST02072L30057,677$2.0M0.07%
205ISHARES TR46435G67238,196$2.0M0.07%
206INNOVATOR ETFS TRUSTINHD60,195$2.0M0.07%
207INNOVATOR ETFS TRUSTINHD60,195$2.0M0.07%
208VANGUARD INTL EQUITY INDEX F92204277528,999$1.9M0.07%
209VANGUARD INTL EQUITY INDEX F92204277528,999$1.9M0.07%
210HEALTHCARE SVCS GROUP INC421906108115,597$1.9M0.07%
211RITHM CAPITAL CORPRITM-PF169,413$1.9M0.07%
212ESSENTIAL UTILS INC29670G10251,878$1.9M0.07%
213ESSENTIAL UTILS INC29670G10251,878$1.9M0.07%
214ISHARES TR46435G67237,432$1.9M0.07%
215ISHARES TR46435G67237,432$1.9M0.07%
216GLOBAL X FDS37960A52925,869$1.7M0.06%
217GLOBAL X FDS37960A52925,869$1.7M0.06%
218PALANTIR TECHNOLOGIES INCPLTR9,470$1.7M0.06%
219DANA INCDAN84,755$1.7M0.06%
220SPDR S&P 500 ETF TRSPY2,528$1.7M0.06%
221CATERPILLAR INCCAT3,447$1.6M0.06%
222CATERPILLAR INCCAT3,419$1.6M0.06%
223BANK AMERICA CORP06050510433,939$1.6M0.06%
224FIRST TR EXCHNG TRADED FD VI33740F58148,756$1.6M0.06%
225INGRAM MICRO HLDG CORPINGM71,579$1.5M0.06%
226BANK AMERICA CORP06050510428,732$1.5M0.05%
227BOSTON SCIENTIFIC CORPBSX13,730$1.5M0.05%
228CONOCOPHILLIPSCOP16,425$1.5M0.05%
229FIRST TR EXCHNG TRADED FD VI33740F58147,560$1.5M0.05%
230FIRST TR EXCHNG TRADED FD VI33740F58147,560$1.5M0.05%
231FIRST TR EXCHNG TRADED FD VI33740U20826,839$1.5M0.05%
232FIRST TR EXCHNG TRADED FD VI33740F62328,963$1.5M0.05%
233WORLD GOLD TRGLDW22,019$1.4M0.05%
234WORLD GOLD TRGLDW22,019$1.4M0.05%
235THERMO FISHER SCIENTIFIC INCTMO3,515$1.4M0.05%
236THERMO FISHER SCIENTIFIC INCTMO3,515$1.4M0.05%
237FIRST TR EXCH TRD ALPHDX FD33737J10939,881$1.4M0.05%
238FIRST TR EXCH TRD ALPHDX FD33737J10939,881$1.4M0.05%
239SPDR GOLD TRGLD3,985$1.4M0.05%
240DIMENSIONAL ETF TRUST25434V86429,067$1.4M0.05%
241BAKER HUGHES COMPANYBKR28,143$1.4M0.05%
242SCHLUMBERGER LTDSLB40,415$1.4M0.05%
243SCHLUMBERGER LTDSLB40,415$1.4M0.05%
244FIRST TR EXCHNG TRADED FD VI33740U20826,007$1.3M0.05%
245FIRST TR EXCHNG TRADED FD VI33740U20826,007$1.3M0.05%
246MCDONALDS CORPMCD4,573$1.3M0.05%
247MCDONALDS CORPMCD4,573$1.3M0.05%
248FIRST TR EXCHNG TRADED FD VI33740F62328,004$1.3M0.05%
249FIRST TR EXCHNG TRADED FD VI33740F62328,004$1.3M0.05%
250PALANTIR TECHNOLOGIES INCPLTR9,623$1.3M0.05%
251PALANTIR TECHNOLOGIES INCPLTR9,623$1.3M0.05%
252AMPLIFY ETF TR03210860719,240$1.3M0.05%
253VANGUARD INDEX FDS9229083632,252$1.3M0.05%
254VANGUARD INDEX FDS9229083632,252$1.3M0.05%
255BGC GROUP INCBGC133,863$1.3M0.05%
256INTERCONTINENTAL EXCHANGE IN45866F1046,869$1.3M0.05%
257INTERCONTINENTAL EXCHANGE IN45866F1046,869$1.3M0.05%
258INNOVIVA INCINVA69,021$1.3M0.05%
259INVESCO QQQ TRIVZ2,050$1.2M0.05%
260L3HARRIS TECHNOLOGIES INCLHX4,856$1.2M0.04%
261L3HARRIS TECHNOLOGIES INCLHX4,856$1.2M0.04%
262GLOBE LIFE INCGL-PD8,961$1.2M0.04%
263GLOBE LIFE INCGL-PD8,961$1.2M0.04%
264VANGUARD INDEX FDS9229087362,499$1.2M0.04%
265FIRST TR EXCHNG TRADED FD VI33740U83638,120$1.2M0.04%
266L3HARRIS TECHNOLOGIES INCLHX3,836$1.2M0.04%
267VANGUARD INTL EQUITY INDEX F92204277516,336$1.2M0.04%
268VICI PPTYS INC92565210935,691$1.2M0.04%
269VICI PPTYS INC92565210935,691$1.2M0.04%
270VICTORY PORTFOLIOS II92647N53522,671$1.2M0.04%
271VANGUARD BD INDEX FDS92193781914,922$1.2M0.04%
272VANGUARD BD INDEX FDS92193781914,922$1.2M0.04%
273BGC GROUP INCBGC110,458$1.1M0.04%
274PEPSICO INCPEP8,433$1.1M0.04%
275PEPSICO INCPEP8,433$1.1M0.04%
276FIRST TR EXCHNG TRADED FD VI33740U83637,013$1.1M0.04%
277FIRST TR EXCHNG TRADED FD VI33740U83637,013$1.1M0.04%
278VANGUARD BD INDEX FDS92193781913,834$1.1M0.04%
279INTERCONTINENTAL EXCHANGE IN45866F1046,394$1.1M0.04%
280ISHARES TR46428841410,007$1.1M0.04%
281CATERPILLAR INCCAT2,625$1.0M0.04%
282ISHARES SILVER TRSLV23,631$1.0M0.04%
283SCHWAB STRATEGIC TR80852473027,645$999,6430.04%
284PEPSICO INCPEP7,035$987,9950.04%
285EXXON MOBIL CORPXOM8,644$974,6110.04%
286AMCOR PLCAMCCF117,926$964,6350.04%
287ISHARES TR46428745711,561$957,9440.04%
288ISHARES TR46428745711,561$957,9440.04%
289MCDONALDS CORPMCD3,105$943,5780.03%
290INVESCO QQQ TRIVZ1,699$937,2360.03%
291INVESCO QQQ TRIVZ1,699$937,2360.03%
292HEALTHCARE SVCS GROUP INC42190610854,334$914,4410.03%
293RITHM CAPITAL CORPRITM-PF78,275$891,5520.03%
294ISHARES TR46435G67217,285$885,5110.03%
295VANGUARD INTL EQUITY INDEX F92204285816,339$885,2470.03%
296VANGUARD CHARLOTTE FDS92203J40717,878$884,2460.03%
297GENUINE PARTS COGPC6,376$883,7140.03%
298SCHWAB STRATEGIC TR80852473026,712$881,7630.03%
299SCHWAB STRATEGIC TR80852473026,712$881,7630.03%
300JOHNSON & JOHNSONJNJ4,667$865,3550.03%
301SPDR SERIES TRUST78464A85410,872$851,7120.03%
302SPDR SERIES TRUST78464A85411,637$845,8940.03%
303SPDR SERIES TRUST78464A85411,637$845,8940.03%
304VANGUARD INDEX FDS9229085124,819$841,3010.03%
305CLEARWAY ENERGY INCCWEN-A29,159$823,7420.03%
306JOHNSON & JOHNSONJNJ5,353$817,6710.03%
307JOHNSON & JOHNSONJNJ5,353$817,6710.03%
308RIO TINTO PLCRTNTF12,293$811,4610.03%
309FRANKLIN ETF TR3535061088,900$808,8320.03%
310FRANKLIN ETF TR3535061088,900$808,8320.03%
311INVESCO EXCH TRADED FD TR IIIVZ6,597$798,6330.03%
312VANECK ETF TRUST92189F10610,447$798,1510.03%
313VICTORY PORTFOLIOS II92647N53515,692$797,4670.03%
314VICTORY PORTFOLIOS II92647N53515,692$797,4670.03%
315DANA INCDAN39,791$797,4120.03%
316SPDR SERIES TRUST78468R5238,000$795,4400.03%
317SPDR SERIES TRUST78468R5238,000$795,4400.03%
318AUTOMATIC DATA PROCESSING INADP2,688$788,9280.03%
319VANGUARD SPECIALIZED FUNDS9219088443,618$780,7280.03%
320ISHARES TR4642878046,559$779,4060.03%
321VANGUARD SPECIALIZED FUNDS9219088443,668$750,7300.03%
322VANGUARD SPECIALIZED FUNDS9219088443,668$750,7300.03%
323VANGUARD INTL EQUITY INDEX F92204285815,034$743,5820.03%
324VANGUARD INTL EQUITY INDEX F92204285815,034$743,5820.03%
325VANGUARD INDEX FDS9229085124,502$740,3990.03%
326VANGUARD INDEX FDS9229085124,502$740,3990.03%
327BWX TECHNOLOGIES INCBWXT4,003$738,0330.03%
328INVESCO EXCH TRADED FD TR IIIVZ6,554$737,1280.03%
329INVESCO EXCH TRADED FD TR IIIVZ6,554$737,1280.03%
330INGRAM MICRO HLDG CORPINGM33,664$723,4390.03%
331AUTOMATIC DATA PROCESSING INADP2,407$706,4550.03%
332OR ROYALTIES INC.OR17,617$706,0890.03%
333FIRST TR EXCHNG TRADED FD VI33740F24331,153$700,0080.03%
334TAIWAN SEMICONDUCTOR MFG LTD8740391002,504$699,3420.03%
335FIRST TR EXCHNG TRADED FD VI33740F19331,448$699,1020.03%
336FIRST TR EXCHNG TRADED FD VI33740F19331,448$699,1020.03%
337EVERSOURCE ENERGYES9,755$693,9710.03%
338REALTY INCOME CORPO11,174$679,2670.02%
339SPDR SERIES TRUST78464A7557,263$676,8390.02%
340ISHARES TR4642894382,466$674,8210.02%
341GE AEROSPACE3696043012,233$671,7310.02%
342MASTERCARD INCORPORATEDMA1,167$663,8010.02%
343ESSENTIAL UTILS INC29670G10216,456$656,5940.02%
344VERIZON COMMUNICATIONS INCVZ14,869$653,4930.02%
345MASTERCARD INCORPORATEDMA1,128$641,6180.02%
346GE AEROSPACE3696043012,099$631,4210.02%
347ISHARES TR4642884146,036$630,6410.02%
348ISHARES TR4642884146,036$630,6410.02%
349FIRST TR EXCHNG TRADED FD VI33740F86212,139$630,1350.02%
350JOHNSON & JOHNSONJNJ3,398$630,0570.02%
351FIRST TR EXCHNG TRADED FD VI33740F24328,945$609,1530.02%
352FIRST TR EXCHNG TRADED FD VI33740F24328,945$609,1530.02%
353GILEAD SCIENCES INCGILD4,924$605,6520.02%
354GILEAD SCIENCES INCGILD4,924$605,6520.02%
355VANGUARD CHARLOTTE FDS92203J40712,229$605,4580.02%
356VANGUARD CHARLOTTE FDS92203J40712,229$605,4580.02%
357FIRST TR EXCHNG TRADED FD VI33740F64920,598$604,3450.02%
358FIRST TR EXCHNG TRADED FD VI33740F64920,598$604,3450.02%
359ISHARES SILVER TRSLV18,397$603,6060.02%
360ISHARES SILVER TRSLV18,397$603,6060.02%
361BGC GROUP INCBGC62,871$594,7600.02%
362INNOVIVA INCINVA32,438$591,9940.02%
363ISHARES TR4642878619,302$588,3520.02%
364ISHARES TR4642878619,302$588,3520.02%
365FIRST TR EXCHNG TRADED FD VI33740F64918,824$585,7240.02%
366INVESCO EXCH TRADED FD TR IIIVZ23,560$581,9320.02%
367BWX TECHNOLOGIES INCBWXT3,903$562,2660.02%
368PROCTER AND GAMBLE CO7427181093,467$552,3620.02%
369PROCTER AND GAMBLE CO7427181093,467$552,3620.02%
370BAKER HUGHES COMPANYBKR11,265$548,8310.02%
371L3HARRIS TECHNOLOGIES INCLHX1,796$548,5160.02%
372VANECK ETF TRUST92189F10610,459$544,4960.02%
373VANECK ETF TRUST92189F10610,459$544,4960.02%
374SPDR INDEX SHS FDS78463X50911,372$532,3230.02%
375SCHWAB STRATEGIC TR80852473014,600$527,9360.02%
376BROADCOM INCAVGO1,591$524,8870.02%
377ISHARES INC46434G84811,648$518,3360.02%
378INVESCO EXCH TRADED FD TR IIIVZ20,995$513,3280.02%
379INVESCO EXCH TRADED FD TR IIIVZ20,995$513,3280.02%
380ISHARES TR4642874576,099$505,9730.02%
381EXXON MOBIL CORPXOM4,693$505,9050.02%
382EXXON MOBIL CORPXOM4,693$505,9050.02%
383FIRST TR EXCHNG TRADED FD VI33740F19321,549$500,2920.02%
384PROCTER AND GAMBLE CO7427181093,179$488,4530.02%
385ISHARES TR46428739016,904$488,3570.02%
386FIRST TR EXCHANGE-TRADED FD33739Q50711,414$488,1490.02%
387WHEATON PRECIOUS METALS CORPWPM4,254$475,7670.02%
388ISHARES TR46435G1025,235$471,6740.02%
389ISHARES TR46435G1025,235$471,6740.02%
390SPROTT ASSET MANAGEMENT LPSII29,856$468,7390.02%
391INTERCONTINENTAL EXCHANGE IN45866F1042,740$461,6350.02%
392SPROTT ASSET MANAGEMENT LPSII15,481$458,5470.02%
393PROGRESSIVE CORP7433151031,855$458,0920.02%
394F5 INCFFIV1,403$453,4360.02%
395PHILIP MORRIS INTL INC7181721092,489$453,3220.02%
396PHILIP MORRIS INTL INC7181721092,489$453,3220.02%
397OR ROYALTIES INC.OR17,617$452,9330.02%
398OR ROYALTIES INC.OR17,617$452,9330.02%
399PHILIP MORRIS INTL INC7181721092,762$447,9960.02%
400FIRST TR EXCHNG TRADED FD VI33740F26818,255$447,0650.02%
401F5 INCFFIV1,382$446,6490.02%
402ISHARES TR46428739016,503$432,5440.02%
403ISHARES TR46428739016,503$432,5440.02%
404FIRST TR EXCHNG TRADED FD VI33740F26818,255$428,8100.02%
405FIRST TR EXCHNG TRADED FD VI33740F26818,255$428,8100.02%
406PROGRESSIVE CORP7433151031,605$428,3100.02%
407PROGRESSIVE CORP7433151031,605$428,3100.02%
408MERCK & CO INCMRK5,040$423,0070.02%
409ISHARES INC4642866658,536$421,4220.02%
410ISHARES INC4642866658,536$421,4220.02%
411ISHARES INC4642866658,148$420,1110.02%
412VANGUARD MALVERN FDS9220208058,288$419,6210.02%
413STRATEGY INCSTRK1,290$415,6510.02%
414ALPHABET INCGOOG1,706$415,4960.02%
415PROGRESSIVE CORP7433151031,673$413,1470.02%
416F5 INCFFIV1,403$412,9310.02%
417F5 INCFFIV1,403$412,9310.02%
418NEXTERA ENERGY INCNEE-PW5,466$412,6280.02%
419MERCK & CO INCMRK4,868$408,5710.01%
420JOHN HANCOCK EXCHANGE TRADED47804J2066,256$406,6400.01%
421JOHN HANCOCK EXCHANGE TRADED47804J2066,256$406,6400.01%
422JOHN HANCOCK EXCHANGE TRADED47804J2066,256$404,7010.01%
423AMERICAN CENTY ETF TR0250728103,344$402,7440.01%
424NEXTERA ENERGY INCNEE-PW5,706$396,1110.01%
425NEXTERA ENERGY INCNEE-PW5,706$396,1110.01%
426SPROTT PHYSICAL GOLD TRSII15,512$393,2290.01%
427SPROTT PHYSICAL GOLD TRSII15,512$393,2290.01%
428ELI LILLY & COLLY515$392,9450.01%
429WHEATON PRECIOUS METALS CORPWPM4,354$390,9890.01%
430WHEATON PRECIOUS METALS CORPWPM4,354$390,9890.01%
431NEXTERA ENERGY INCNEE-PW5,150$388,7740.01%
432VANECK BITCOIN ETFHODL12,004$388,5690.01%
433ISHARES TR4642878043,545$387,4330.01%
434ISHARES TR4642878043,545$387,4330.01%
435SPDR SERIES TRUST78464A4093,688$385,4330.01%
436EMCOR GROUP INCEME720$385,1210.01%
437EMCOR GROUP INCEME720$385,1210.01%
438ADVANCED MICRO DEVICES INCAMD2,354$380,8540.01%
439CVS HEALTH CORPCVS5,046$380,4180.01%
440DIMENSIONAL ETF TRUST25434V4015,242$379,7300.01%
441DIMENSIONAL ETF TRUST25434V4015,242$379,7300.01%
442VANGUARD INDEX FDS9229085381,286$377,8140.01%
443INVESCO EXCHANGE TRADED FD TIVZ6,567$377,7340.01%
444SPROTT FDS TRSII11,807$375,8170.01%
445IAMGOLD CORPIAG28,816$372,5910.01%
446BOEING COBA-PA1,703$367,5580.01%
447ISHARES TR46435G47413,186$366,3070.01%
448VANECK BITCOIN ETFHODL12,004$365,7620.01%
449VANECK BITCOIN ETFHODL12,004$365,7620.01%
450SPROTT PHYSICAL SILVER TRSII29,856$365,4370.01%
451SPROTT PHYSICAL SILVER TRSII29,856$365,4370.01%
452FIRST TR EXCH TRADED FD III33739P20212,445$365,1360.01%
453ISHARES TR4642886386,722$363,5930.01%
454DIMENSIONAL ETF TRUST25434V4015,412$362,7120.01%
455DIMENSIONAL ETF TRUST25434V4015,412$362,7120.01%
456COEUR MNG INC19210850419,162$359,4790.01%
457PALO ALTO NETWORKS INCPANW1,762$358,7780.01%
458JPMORGAN CHASE & CO.VYLD1,137$358,6440.01%
459STARBUCKS CORPSBUX3,855$353,2340.01%
460STARBUCKS CORPSBUX3,855$353,2340.01%
461BOEING COBA-PA1,628$351,3710.01%
462ISHARES TR4642878615,360$350,9730.01%
463SELECT SECTOR SPDR TR81369Y8522,962$350,6120.01%
464ISHARES TR4642882813,672$349,5380.01%
465ISHARES TR464287200521$348,7050.01%
466FIRST TR EXCHNG TRADED FD VI33740F5168,363$348,4800.01%
467ABRDN PRECIOUS METALS BASKETGLTR2,094$346,4520.01%
468INVESCO CURRENCYSHARES SWISS46138R1083,086$345,0150.01%
469INVESCO CURRENCYSHARES SWISS46138R1083,086$345,0150.01%
470VANGUARD INDEX FDS9229086111,633$340,8230.01%
471VANECK ETF TRUST92189H8055,166$340,0260.01%
472GOLDMAN SACHS ETF TRNVGLF2,609$339,9010.01%
473GRAYSCALE BITCOIN TRUST ETFGBTC3,778$339,1510.01%
474FIRST TR EXCHANGE-TRADED FD33733E84914,134$336,7520.01%
475FIRST TR EXCHNG TRADED FD VI33740U7118,823$335,9800.01%
476VERTIV HOLDINGS COVRT2,614$335,6640.01%
477VERTIV HOLDINGS COVRT2,614$335,6640.01%
478INVESCO EXCHANGE TRADED FD TIVZ6,438$335,4200.01%
479INVESCO EXCHANGE TRADED FD TIVZ6,438$335,4200.01%
480BOEING COBA-PA1,600$335,2480.01%
481GRAYSCALE BITCOIN TRUST ETFGBTC3,950$335,0790.01%
482GRAYSCALE BITCOIN TRUST ETFGBTC3,950$335,0790.01%
483STARBUCKS CORPSBUX3,881$328,3330.01%
484FIRST TR EXCHNG TRADED FD VI33740F4588,338$327,2360.01%
485FIRST TR EXCHANGE-TRADED ALP33737M1023,562$326,3320.01%
486INNOVATOR ETFS TRUSTINHD8,720$325,7790.01%
487VERTIV HOLDINGS COVRT2,114$318,9180.01%
488GOLDMAN SACHS ETF TRNVGLF2,609$316,6800.01%
489GOLDMAN SACHS ETF TRNVGLF2,609$316,6800.01%
490DIMENSIONAL ETF TRUST25434V7088,210$316,6600.01%
491ISHARES INC46434G1034,776$314,8340.01%
4923M COMMM2,020$313,4640.01%
493SPDR SERIES TRUST78468R20010,000$308,6000.01%
494SPDR SERIES TRUST78468R20010,000$308,3000.01%
495SPDR SERIES TRUST78468R20010,000$308,3000.01%
496VANGUARD INDEX FDS9229087441,640$305,8440.01%
497STARBUCKS CORPSBUX3,615$305,8290.01%
498GE VERNOVA INCGEV495$304,3760.01%
499ISHARES TR4642882813,286$304,3490.01%
500ISHARES TR4642882813,286$304,3490.01%