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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

Steward Partners Investment Advisory, LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001723397-23-000005

Total Value
$6.50B
Positions
3,378
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,925,645$329.7M5.60%
2MICROSOFT CORPMSFT583,617$184.3M3.13%
3ISHARES TR464287200345,964$148.6M2.52%
4AMAZON COM INCAMZN948,287$120.5M2.05%
5ALPHABET INCGOOG830,437$108.7M1.84%
6VANGUARD INDEX FDS922908363230,355$90.5M1.54%
7NVIDIA CORPORATIONNVDA192,842$83.9M1.42%
8SPDR S&P 500 ETF TRSPY179,218$76.6M1.30%
9ISHARES TR464287507284,943$71.1M1.21%
10ISHARES TR464287804741,334$69.9M1.19%
11UNITEDHEALTH GROUP INCUNH134,864$68.0M1.15%
12JPMORGAN CHASE & COVYLD467,235$67.8M1.15%
13INVESCO QQQ TRIVZ188,432$67.5M1.15%
14ISHARES TR464287614227,360$60.5M1.03%
15HOME DEPOT INCHD197,201$59.6M1.01%
16EXXON MOBIL CORPXOM479,511$56.4M0.96%
17ISHARES TR46429B697690,809$50.0M0.85%
18ISHARES TR464287226519,637$48.9M0.83%
19JOHNSON & JOHNSONJNJ311,653$48.5M0.82%
20VANGUARD INDEX FDS922908736173,514$47.2M0.80%
21ISHARES TR46432F339325,466$42.9M0.73%
22VISA INCV184,267$42.4M0.72%
23TESLA INCTSLA168,951$42.3M0.72%
24VANGUARD INDEX FDS922908744299,225$41.3M0.70%
25ISHARES TR46434V621830,047$41.1M0.70%
26BERKSHIRE HATHAWAY INC DELBRK-A114,881$40.2M0.68%
27CHEVRON CORP NEWCVX237,187$40.0M0.68%
28MERCK & CO INCMRK363,692$37.4M0.64%
29VANGUARD WHITEHALL FDS921946406361,538$37.4M0.63%
30MCDONALDS CORPMCD140,157$36.9M0.63%
31GENERAL MLS INC370334104576,210$36.9M0.63%
32WALMART INCWMT230,468$36.9M0.63%
33PROCTER AND GAMBLE CO742718109247,455$36.1M0.61%
34COSTCO WHSL CORP NEW22160K10563,708$36.0M0.61%
35ALPHABET INCGOOG269,600$35.5M0.60%
36ISHARES TR464287598231,256$35.1M0.60%
37WISDOMTREE TRWT660,754$33.2M0.56%
38VANGUARD SPECIALIZED FUNDS921908844211,272$32.8M0.56%
39GOLDMAN SACHS ETF TRNVGLF371,682$31.3M0.53%
40ISHARES TR464287499444,078$30.8M0.52%
41ISHARES TR46432F842465,613$30.0M0.51%
42ELI LILLY & COLLY55,494$29.8M0.51%
43VANGUARD TAX-MANAGED FDS921943858679,508$29.7M0.50%
44BROADCOM INCAVGO35,641$29.6M0.50%
45DARDEN RESTAURANTS INCDRI194,627$27.9M0.47%
46ISHARES TR46429B663278,844$27.6M0.47%
47FIRST TR EXCHANGE-TRADED FD33738R506588,903$27.1M0.46%
48CISCO SYS INCCSCO495,621$26.6M0.45%
49PEPSICO INCPEP155,332$26.3M0.45%
50SELECT SECTOR SPDR TR81369Y803158,885$26.0M0.44%
51ISHARES TR46429B2671,179,535$26.0M0.44%
52ABBVIE INCABBV174,080$25.9M0.44%
53MASTERCARD INCORPORATEDMA64,684$25.6M0.43%
54J P MORGAN EXCHANGE TRADED F46641Q332468,378$25.1M0.43%
55META PLATFORMS INCMETA81,983$24.6M0.42%
56BOEING COBA-PA126,802$24.3M0.41%
57FIRST TR EXCHANGE-TRADED FD33739Q408398,139$23.7M0.40%
58VANGUARD INDEX FDS922908769106,719$22.7M0.38%
59FIRST TR MORNINGSTAR DIVID L336917109673,383$22.5M0.38%
60MARATHON PETE CORPMARA146,359$22.2M0.38%
61PACER FDS TR69374H881446,439$22.1M0.37%
62LOCKHEED MARTIN CORPLMT53,808$22.0M0.37%
63EATON CORP PLCETN101,816$21.7M0.37%
64NORTHERN OIL & GAS INCNOG527,576$21.2M0.36%
65SALESFORCE INCCRM104,586$21.2M0.36%
66ISHARES TR464287101105,159$21.1M0.36%
67UNION PAC CORPUNP100,458$20.5M0.35%
68AMPLIFY ETF TR032108409587,334$20.4M0.35%
69ISHARES TR464287606275,781$19.9M0.34%
70CATERPILLAR INCCAT71,777$19.6M0.33%
71ISHARES TR464288646385,538$19.2M0.33%
72SELECT SECTOR SPDR TR81369Y506210,211$19.0M0.32%
73COCA COLA COKO339,289$19.0M0.32%
74ISHARES TR464288414180,143$18.5M0.31%
75AMGEN INCAMGN67,482$18.1M0.31%
76VERIZON COMMUNICATIONS INCVZ550,378$17.8M0.30%
77SPDR GOLD TRGLD103,721$17.8M0.30%
78VANGUARD WORLD FDS92204A70242,696$17.7M0.30%
79AUTOMATIC DATA PROCESSING INADP73,151$17.6M0.30%
80ADOBE INCADBE33,967$17.3M0.29%
81SCHWAB STRATEGIC TR808524797244,639$17.3M0.29%
82AIR PRODS & CHEMS INCAIIR59,206$16.8M0.28%
83CHUBB LIMITEDCB80,077$16.7M0.28%
84GOLDMAN SACHS ETF TRNVGLF166,215$16.6M0.28%
85THERMO FISHER SCIENTIFIC INCTMO32,731$16.6M0.28%
86NEXTERA ENERGY INCNEE-PW285,570$16.4M0.28%
87VANGUARD INTL EQUITY INDEX F922042858414,893$16.3M0.28%
88PFIZER INCPFE487,779$16.2M0.27%
89ISHARES INC46434G103331,210$15.8M0.27%
90INVESCO EXCHANGE TRADED FD TIVZ111,142$15.7M0.27%
91SPDR SER TR78464A763135,502$15.6M0.26%
92COMCAST CORP NEWCCZ346,648$15.4M0.26%
93ISHARES TR464288679138,573$15.3M0.26%
94FIRST TR VALUE LINE DIVID IN33734H106406,504$15.2M0.26%
95ISHARES TR46436E718150,017$15.1M0.26%
96INVESCO EXCH TRD SLF IDX FDIVZ724,524$15.0M0.25%
97ISHARES TR464287481163,078$14.9M0.25%
98NETFLIX INCNFLX39,285$14.8M0.25%
99AMERICAN EXPRESS COAXP98,591$14.7M0.25%
100SPDR SER TR78464A672527,908$14.5M0.25%
101ISHARES TR464287465210,842$14.5M0.25%
102INVESCO EXCH TRD SLF IDX FDIVZ717,088$14.4M0.24%
103MICROCHIP TECHNOLOGY INC.MCHPP180,551$14.1M0.24%
104LOWES COS INC54866110767,372$14.0M0.24%
105OCCIDENTAL PETE CORP674599105215,678$14.0M0.24%
106ISHARES TR46434V613311,488$13.6M0.23%
107PIONEER NAT RES CO72378710759,130$13.6M0.23%
108ORACLE CORPORCL-PD125,716$13.3M0.23%
109INVESCO EXCHANGE TRADED FD TIVZ145,305$13.3M0.23%
110BANK AMERICA CORP060505104481,650$13.2M0.22%
111SPDR DOW JONES INDL AVERAGE78467X10939,314$13.2M0.22%
112SCHWAB STRATEGIC TR808524870257,089$13.0M0.22%
113FIRST TR EXCHNG TRADED FD VI33740F433432,564$12.8M0.22%
114ISHARES TR464287309183,282$12.5M0.21%
115NOVO-NORDISK A SNONOF136,555$12.4M0.21%
116MOTOROLA SOLUTIONS INCMSI45,487$12.4M0.21%
117TEXAS INSTRS INC88250810476,970$12.2M0.21%
118INVESCO EXCH TRD SLF IDX FDIVZ649,758$12.2M0.21%
119WISDOMTREE TRWT196,429$12.1M0.21%
120PALO ALTO NETWORKS INCPANW50,916$11.9M0.20%
121VANECK ETF TRUST92189F643157,304$11.9M0.20%
122INTERNATIONAL BUSINESS MACHSINTR84,805$11.9M0.20%
123PHILLIPS 66PSX97,110$11.7M0.20%
124FISERV INCFISV102,365$11.6M0.20%
125MEDTRONIC PLCMDT146,142$11.5M0.19%
126ISHARES TR46428765564,088$11.3M0.19%
127LINDE PLCLIN30,359$11.3M0.19%
128ISHARES TR464288638230,376$11.2M0.19%
129SPDR S&P MIDCAP 400 ETF TRMDY23,881$10.9M0.19%
130ALLSTATE CORPALL-PJ95,953$10.7M0.18%
131QUALCOMM INCQCOM95,819$10.6M0.18%
132ISHARES TR464287705103,747$10.5M0.18%
133ISHARES TR464288877213,261$10.4M0.18%
134INVESCO EXCHANGE TRADED FD TIVZ327,821$10.4M0.18%
135LULULEMON ATHLETICA INCLULU27,032$10.4M0.18%
136ISHARES TR46432F859224,581$10.4M0.18%
137DANAHER CORPORATION23585110241,908$10.4M0.18%
138FIRST TR EXCHANGE-TRADED FD33733E104140,650$10.4M0.18%
139ISHARES TR46428747399,194$10.3M0.18%
140ISHARES TR464288885119,297$10.3M0.17%
141UNITED PARCEL SERVICE INCUPS65,692$10.2M0.17%
142SELECT SECTOR SPDR TR81369Y40763,240$10.2M0.17%
143J P MORGAN EXCHANGE TRADED F46654Q203213,841$10.0M0.17%
144BLACKSTONE INCBX93,549$10.0M0.17%
145ACCENTURE PLC IRELANDACN32,487$10.0M0.17%
146STARBUCKS CORPSBUX108,959$9.9M0.17%
147ABBOTT LABSABLZF102,351$9.9M0.17%
148SERVICENOW INCNOW17,724$9.9M0.17%
149AT&T INCT-PC638,127$9.6M0.16%
150VERTEX PHARMACEUTICALS INCVRTX27,463$9.5M0.16%
151DEVON ENERGY CORP NEW25179M103199,362$9.5M0.16%
152S&P GLOBAL INCSPGI25,729$9.4M0.16%
153WISDOMTREE TRWT242,656$9.4M0.16%
154ISHARES TR46428716887,251$9.4M0.16%
155BLACKROCK INCBLK14,103$9.1M0.15%
156VANGUARD INDEX FDS922908553119,385$9.0M0.15%
157RTX CORPORATIONRTX124,343$8.9M0.15%
158FIRST TR EXCH TRD ALPHDX FD33737J307232,475$8.9M0.15%
159PACER FDS TR69374H105222,692$8.9M0.15%
160FIRST TR EXCHANGE-TRADED FD33738R605199,831$8.9M0.15%
161ISHARES TR46428815885,616$8.8M0.15%
162ADVANCED MICRO DEVICES INCAMD85,587$8.8M0.15%
163ISHARES TR46434V860171,371$8.7M0.15%
164TJX COS INC NEW87254010997,086$8.6M0.15%
165ISHARES TR46435G516124,758$8.6M0.15%
166VANGUARD INDEX FDS92290861153,829$8.6M0.15%
167ISHARES TR46428743295,968$8.5M0.14%
168CME GROUP INCCME41,880$8.4M0.14%
169SELECT SECTOR SPDR TR81369Y20964,906$8.4M0.14%
170FIRST TR EXCHANGE-TRADED FD33739Q705167,872$8.3M0.14%
171SPDR SER TR78468R66389,635$8.2M0.14%
172CINTAS CORPCTAS17,084$8.2M0.14%
173VANGUARD INDEX FDS92290859537,501$8.0M0.14%
174HONEYWELL INTL INC43851610643,358$8.0M0.14%
175INNOVATOR ETFS TRINHD257,781$8.0M0.14%
176GENERAL ELECTRIC CO36960430172,280$8.0M0.14%
177MERCADOLIBRE INCMELI6,295$8.0M0.14%
178GOLDMAN SACHS GROUP INCGSCE24,659$8.0M0.14%
179GENERAL DYNAMICS CORPGD35,471$7.8M0.13%
180CVS HEALTH CORPCVS110,921$7.7M0.13%
181NXP SEMICONDUCTORS N VNXPI38,629$7.7M0.13%
182MONDELEZ INTL INC609207105110,834$7.7M0.13%
183ISHARES TR46428772172,547$7.6M0.13%
184TRANE TECHNOLOGIES PLCTT37,470$7.6M0.13%
185SELECT SECTOR SPDR TR81369Y605228,189$7.6M0.13%
186MARRIOTT INTL INC NEW57190320238,387$7.5M0.13%
187JOHNSON CTLS INTL PLCG51502105140,761$7.5M0.13%
188OREILLY AUTOMOTIVE INC67103H1078,225$7.5M0.13%
189L3HARRIS TECHNOLOGIES INCLHX42,872$7.5M0.13%
190FIRST TR EXCHNG TRADED FD VI33740F888311,002$7.4M0.13%
191INVESCO EXCH TRD SLF IDX FDIVZ358,307$7.4M0.13%
192CADENCE DESIGN SYSTEM INCCDNS31,458$7.4M0.13%
193ZOETIS INCZTS41,596$7.2M0.12%
194DEERE & CODE19,120$7.2M0.12%
195PHILIP MORRIS INTL INC71817210977,871$7.2M0.12%
196ISHARES TR46428787979,826$7.1M0.12%
197ARES CAPITAL CORPARCC363,862$7.1M0.12%
198ONEOK INC NEWOKE111,473$7.1M0.12%
199INTERCONTINENTAL EXCHANGE IN45866F10463,676$7.0M0.12%
200NIKE INCNKE72,727$7.0M0.12%
201ISHARES TR46432F38875,836$6.9M0.12%
202ISHARES TR46428717666,189$6.9M0.12%
203ISHARES TR46435G326117,571$6.9M0.12%
204ISHARES GOLD TRIAU194,406$6.8M0.12%
205VANGUARD SCOTTSDALE FDS92206C847121,756$6.8M0.11%
206ISHARES TR46428764830,097$6.7M0.11%
207SPDR SER TR78464A375212,208$6.7M0.11%
208FIDELITY COVINGTON TRUST316092600107,760$6.5M0.11%
209ISHARES TR46428788759,011$6.5M0.11%
210VANECK ETF TRUST92189F536387,291$6.5M0.11%
211EMERSON ELEC COEMR66,478$6.4M0.11%
212PIMCO ETF TR72201R81769,734$6.4M0.11%
213CARRIER GLOBAL CORPORATIONCARR114,786$6.3M0.11%
214CONOCOPHILLIPSCOP52,627$6.3M0.11%
215ISHARES TR46429B68996,319$6.3M0.11%
216ISHARES TR46432F39644,925$6.3M0.11%
217VALERO ENERGY CORPVLO44,147$6.3M0.11%
218JANUS DETROIT STR TR47103U886129,787$6.2M0.11%
219AUTOZONE INCAZO2,450$6.2M0.11%
220FIRST TR EXCHNG TRADED FD VI33740F805147,833$6.2M0.11%
221NUCOR CORPNUE39,600$6.2M0.11%
222ISHARES TR46428776222,905$6.2M0.11%
223ENTERPRISE PRODS PARTNERS L293792107225,403$6.2M0.10%
224FIRST TR EXCHANGE-TRADED FD33741X102218,431$6.2M0.10%
225SPDR SER TR78464A35990,933$6.2M0.10%
226ILLINOIS TOOL WKS INC45230810926,734$6.2M0.10%
227SPDR SER TR78468R200199,726$6.1M0.10%
228APPLIED MATLS INC03822210544,047$6.1M0.10%
229ASTRAZENECA PLCAZN89,445$6.1M0.10%
230VANGUARD INDEX FDS92290875131,863$6.0M0.10%
231BRISTOL-MYERS SQUIBB COCELG-RI103,327$6.0M0.10%
232TARGET CORPTGT53,891$6.0M0.10%
233ISHARES INC464286319249,569$5.9M0.10%
234STRATEGY SHSSTRD173,723$5.9M0.10%
235AFLAC INCAFL77,085$5.9M0.10%
236ISHARES TR46428715062,721$5.9M0.10%
237VANGUARD INDEX FDS92290862927,565$5.7M0.10%
238ISHARES TR46429B655110,009$5.6M0.10%
239MARSH & MCLENNAN COS INC57174810228,975$5.5M0.09%
240SPDR SER TR78464A664209,558$5.5M0.09%
241ISHARES TR464288687180,509$5.4M0.09%
242HALLIBURTON COHAL133,361$5.4M0.09%
243IQVIA HLDGS INCIQV27,365$5.4M0.09%
244BECTON DICKINSON & COBDX20,769$5.4M0.09%
245FIRST TR EXCHNG TRADED FD VI33740F557244,391$5.3M0.09%
246VANGUARD INDEX FDS92290853827,198$5.3M0.09%
247WASTE MGMT INC DEL94106L10934,612$5.3M0.09%
248SELECT SECTOR SPDR TR81369Y85280,367$5.3M0.09%
249GABELLI DIVID & INCOME TR36242H104270,777$5.3M0.09%
250JABIL INCJBL40,736$5.2M0.09%
251TRACTOR SUPPLY COTSCO25,420$5.2M0.09%
252AMERICAN CENTY ETF TR02507287766,177$5.2M0.09%
253PIMCO ETF TR72201R83351,120$5.1M0.09%
254FIRST TR EXCHNG TRADED FD VI33740F755207,912$5.1M0.09%
255DISNEY WALT CO25468710662,764$5.1M0.09%
256BEST BUY INCBBY72,879$5.1M0.09%
257AMERICAN TOWER CORP NEW03027X10030,396$5.0M0.08%
258TRANSDIGM GROUP INCTDG5,803$4.9M0.08%
259ALTRIA GROUP INCMO115,315$4.8M0.08%
260FIRST TR EXCHNG TRADED FD VI33740U208126,097$4.8M0.08%
261COLGATE PALMOLIVE COCL67,846$4.8M0.08%
262LAUDER ESTEE COS INC51843910433,366$4.8M0.08%
263DUKE ENERGY CORP NEWDUKB54,267$4.8M0.08%
264VANGUARD STAR FDS92190976888,959$4.8M0.08%
265INTEL CORPINTC133,780$4.8M0.08%
266WISDOMTREE TRWT102,790$4.8M0.08%
267ANALOG DEVICES INCADI27,118$4.7M0.08%
268OLD DOMINION FREIGHT LINE INODFL11,580$4.7M0.08%
269PACER FDS TR69374H857113,591$4.7M0.08%
270EDWARDS LIFESCIENCES CORPEW67,619$4.7M0.08%
271ISHARES TR46428862097,418$4.7M0.08%
272BLACKROCK SCIENCE & TECHNOLOBLK148,647$4.7M0.08%
273KEYSIGHT TECHNOLOGIES INCKEYS35,139$4.6M0.08%
274SELECT SECTOR SPDR TR81369Y70445,349$4.6M0.08%
275SPDR SER TR78464A474156,674$4.6M0.08%
276FIRST TR EXCH TRADED FD III33739E108287,272$4.6M0.08%
277FIRST TR EXCHANGE-TRADED FD33738D30999,780$4.6M0.08%
278MORGAN STANLEYMS-PQ55,391$4.5M0.08%
279VANECK ETF TRUST92189F67630,973$4.5M0.08%
280VANGUARD WORLD FDS92204A50419,082$4.5M0.08%
281MCCORMICK & CO INCMKC-V58,461$4.4M0.08%
282ISHARES TR464288448172,323$4.4M0.07%
283DOMINION ENERGY INCD97,468$4.4M0.07%
284GLOBAL X FDS37954Y657231,228$4.3M0.07%
285ENERGY TRANSFER L PET-PI308,012$4.3M0.07%
286AMERIPRISE FINL INC03076C10613,089$4.3M0.07%
287AMPHENOL CORP NEW03209510151,121$4.3M0.07%
288ASML HOLDING N VASMLF7,267$4.3M0.07%
289FIRST TR EXCHANGE-TRADED FD33738R11876,040$4.3M0.07%
290BERKSHIRE HATHAWAY INC DELBRK-A8$4.3M0.07%
291ALIBABA GROUP HLDG LTDBBAAY48,505$4.2M0.07%
292WORKDAY INCWDAY19,540$4.2M0.07%
293MARATHON OIL CORPMARA156,031$4.2M0.07%
294SELECT SECTOR SPDR TR81369Y88670,536$4.2M0.07%
295DIGITAL RLTY TR INC25386810334,316$4.2M0.07%
296ENCOMPASS HEALTH CORPEHC60,175$4.0M0.07%
297J P MORGAN EXCHANGE TRADED F46641Q24191,354$4.0M0.07%
298ISHARES TR46428858845,170$4.0M0.07%
2993M COMMM42,787$4.0M0.07%
300TEKLA HEALTHCARE OPPORTUNITITHQ235,471$4.0M0.07%
301VANGUARD SCOTTSDALE FDS92206C40953,177$4.0M0.07%
302STRYKER CORPORATIONSYK14,354$3.9M0.07%
303PACCAR INCPCAR45,834$3.9M0.07%
304STERIS PLCSTE17,683$3.9M0.07%
305PACER FDS TR69374H30362,917$3.9M0.07%
306VANGUARD WORLD FDS92204A60319,820$3.9M0.07%
307DIMENSIONAL ETF TRUST25434V50073,467$3.9M0.07%
308STARWOOD PPTY TR INCSTHO199,176$3.9M0.07%
309J P MORGAN EXCHANGE TRADED F46641Q83776,612$3.8M0.07%
310FIRST TR EXCHANGE TRADED FD33733B10046,117$3.8M0.06%
311NORFOLK SOUTHN CORP65584410819,174$3.8M0.06%
312POLARIS INCPII36,192$3.8M0.06%
313WISDOMTREE TRWT82,410$3.8M0.06%
314KIMBERLY-CLARK CORPKMB31,090$3.8M0.06%
315PAYCHEX INCPAYX32,546$3.8M0.06%
316KEURIG DR PEPPER INCKDP118,386$3.7M0.06%
317CAPITAL GROUP GROWTH ETF14020G101152,100$3.7M0.06%
318PAYPAL HLDGS INCPYPL63,692$3.7M0.06%
319VANGUARD INDEX FDS92290865225,464$3.6M0.06%
320VANGUARD WORLD FDS92204A20719,929$3.6M0.06%
321ISHARES TR46428755629,667$3.6M0.06%
322FREEPORT-MCMORAN INCFCX97,165$3.6M0.06%
323DIAMONDBACK ENERGY INCFANG23,286$3.6M0.06%
324CONSTELLATION BRANDS INCSTZ14,337$3.6M0.06%
325NOVARTIS AGNVSEF35,185$3.6M0.06%
326SPDR SER TR78468R408145,521$3.6M0.06%
327FIRST TR EXCHANGE TRAD FD VI33739H101147,837$3.5M0.06%
328DOW INCDOW68,424$3.5M0.06%
329AMERICAN ELEC PWR CO INC02553710146,753$3.5M0.06%
330SELECT SECTOR SPDR TR81369Y30850,736$3.5M0.06%
331TD SYNNEX CORPORATIONSNX34,706$3.5M0.06%
332INVESCO EXCH TRADED FD TR IIIVZ73,897$3.4M0.06%
333CLEVELAND-CLIFFS INC NEWCLF219,693$3.4M0.06%
334INDEXIQ ACTIVE ETF TR45409F827145,648$3.4M0.06%
335INTUITINTU6,664$3.4M0.06%
336APA CORPORATIONAPA82,648$3.4M0.06%
337SPROTT PHYSICAL GOLD TRSII234,855$3.4M0.06%
338ISHARES INC46428653362,871$3.4M0.06%
339VANGUARD MALVERN FDS92202080570,808$3.3M0.06%
340FORTINET INCFTNT56,916$3.3M0.06%
341SOUTHERN COSOMN51,582$3.3M0.06%
342FIRST TR EXCHANGE TRADED FD33734X14333,964$3.3M0.06%
343VANGUARD SCOTTSDALE FDS92206C87043,301$3.3M0.06%
344CROWN CASTLE INCCCI35,664$3.3M0.06%
345FACTSET RESH SYS INC3030751057,472$3.3M0.06%
346WEC ENERGY GROUP INCWEC40,467$3.3M0.06%
347INVESCO ACTIVELY MANAGED ETFIVZ41,153$3.3M0.06%
348ISHARES TR46435U283132,154$3.2M0.05%
349INNOVATOR ETFS TRINHD129,474$3.2M0.05%
350LAM RESEARCH CORPLRCX5,094$3.2M0.05%
351ISHARES TR4642875236,737$3.2M0.05%
352ARISTA NETWORKS INCANET17,305$3.2M0.05%
353PIMCO ETF TR72201R20562,811$3.1M0.05%
354GLOBAL X FDS37954Y673103,000$3.1M0.05%
355FIRST TR EXCH TRADED FD III33739N10863,997$3.1M0.05%
356ISHARES TR46428744034,070$3.1M0.05%
357CENCORA INCCOR17,338$3.1M0.05%
358VANGUARD ADMIRAL FDS INC92193279432,793$3.1M0.05%
359SSGA ACTIVE ETF TR78467V60873,730$3.1M0.05%
360ISHARES TR46428724230,250$3.1M0.05%
361TRAVELERS COMPANIES INCTRV18,586$3.0M0.05%
362BANK NEW YORK MELLON CORP06405810071,118$3.0M0.05%
363AXON ENTERPRISE INCAXON15,218$3.0M0.05%
364FIRST TR EXCHNG TRADED FD VI33740U869153,221$3.0M0.05%
365UBER TECHNOLOGIES INCUBER65,819$3.0M0.05%
366INVESCO EXCH TRD SLF IDX FDIVZ89,110$3.0M0.05%
367THE CIGNA GROUP12552310010,482$3.0M0.05%
368ISHARES TR46428781215,986$3.0M0.05%
369WISDOMTREE TRWT82,115$3.0M0.05%
370JANUS DETROIT STR TR47103U84558,824$3.0M0.05%
371ISHARES TR46435U432113,397$3.0M0.05%
372ISHARES TR46428737471,064$3.0M0.05%
373INVESCO EXCH TRD SLF IDX FDIVZ166,662$2.9M0.05%
374ISHARES SILVER TRSLV143,383$2.9M0.05%
375SPDR SER TR78464A50870,343$2.9M0.05%
376BIOGEN INCBIIB11,200$2.9M0.05%
377WISDOMTREE TRWT47,586$2.9M0.05%
378ISHARES TR46428740818,520$2.8M0.05%
379INVESCO EXCH TRADED FD TR IIIVZ19,207$2.8M0.05%
380ISHARES TR46434V29054,427$2.8M0.05%
381WISDOMTREE TRWT74,805$2.8M0.05%
382SHELL PLCRYDAF43,463$2.8M0.05%
383ISHARES TR46428745734,392$2.8M0.05%
384SUN CMNTYS INC86667410423,507$2.8M0.05%
385VANGUARD INDEX FDS92290851221,153$2.8M0.05%
386VANGUARD SCOTTSDALE FDS92206C59914,481$2.8M0.05%
387BLACKSTONE SECD LENDING FDBX100,338$2.7M0.05%
388BROOKFIELD ASSET MANAGMT LTD11300410582,299$2.7M0.05%
389DUPONT DE NEMOURS INCDD36,774$2.7M0.05%
390VANECK ETF TRUST92189H300113,669$2.7M0.05%
391VANGUARD INTL EQUITY INDEX F92204277551,718$2.7M0.05%
392ARK ETF TR00214Q10467,221$2.7M0.05%
393ISHARES TR46428881054,884$2.7M0.05%
394JUNIPER NETWORKS INC48203R10495,772$2.7M0.05%
395ISHARES TR46435U71372,461$2.7M0.05%
396CSX CORPCSX86,057$2.6M0.04%
397BATH & BODY WORKS INCBBWI77,539$2.6M0.04%
398VANGUARD CHARLOTTE FDS92203J40754,554$2.6M0.04%
399GRAINGER W W INC3848021043,759$2.6M0.04%
400CITIGROUP INCC-PR62,656$2.6M0.04%
401INVESCO EXCHANGE TRADED FD TIVZ32,238$2.6M0.04%
402UNIFIED SER TRUFI74,381$2.6M0.04%
403BLACKROCK MUN TARGET TERM TRBLK131,650$2.6M0.04%
404NORTHROP GRUMMAN CORPNOC5,785$2.5M0.04%
405ISHARES TR46435U13565,396$2.5M0.04%
406HERSHEY COHSY12,523$2.5M0.04%
407ISHARES INC46428639220,738$2.5M0.04%
408WEYERHAEUSER CO MTN BEWY81,035$2.5M0.04%
409ISHARES INC46434G86381,870$2.5M0.04%
410BROADRIDGE FINL SOLUTIONS IN11133T10313,837$2.5M0.04%
411PRUDENTIAL FINL INCPUKPF26,014$2.5M0.04%
412ISHARES TR46428828129,906$2.5M0.04%
413PROSHARES TR74348A46727,723$2.5M0.04%
414BROOKFIELD CORP11271J10778,273$2.4M0.04%
415TRUIST FINL CORP89832Q10985,233$2.4M0.04%
416INVESCO EXCH TRADED FD TR IIIVZ41,443$2.4M0.04%
417VANGUARD INTL EQUITY INDEX F92204274226,137$2.4M0.04%
418TEKLA WORLD HEALTHCARE FDTHW207,721$2.4M0.04%
419SPDR SER TR78464A40941,058$2.4M0.04%
420YUM BRANDS INCYUM19,449$2.4M0.04%
421ISHARES TR46428719210,391$2.4M0.04%
422SCHWAB CHARLES CORPSCHW-PJ43,807$2.4M0.04%
423SIMPLIFY EXCHANGE TRADED FUN82889N76498,346$2.4M0.04%
424UNITED RENTALS INCURI5,372$2.4M0.04%
425FEDEX CORPFDX9,004$2.4M0.04%
426REGENERON PHARMACEUTICALSREGN2,892$2.4M0.04%
427J P MORGAN EXCHANGE TRADED F46641Q64749,175$2.4M0.04%
428TOYOTA MOTOR CORPTOYOF13,227$2.4M0.04%
429GILEAD SCIENCES INCGILD31,504$2.4M0.04%
430FORD MTR CO DEL345370860189,847$2.4M0.04%
431ALPS ETF TR00162Q45255,698$2.4M0.04%
432MONOLITHIC PWR SYS INC6098391055,068$2.3M0.04%
433FIRST TR EXCHANGE-TRADED FD33733E30214,627$2.3M0.04%
434ISHARES TR46428876021,903$2.3M0.04%
435EQUINIX INCEQIX3,183$2.3M0.04%
436PIMCO ETF TR72201R77526,281$2.3M0.04%
437INVESCO EXCH TRADED FD TR IIIVZ210,902$2.3M0.04%
438WILLIAMS COS INC96945710068,346$2.3M0.04%
439SPDR SER TR78468R70512,827$2.3M0.04%
440SIMON PPTY GROUP INC NEW82880610921,211$2.3M0.04%
441INTUITIVE SURGICAL INCISRG7,827$2.3M0.04%
442CLOROX CO DELCLX17,389$2.3M0.04%
443GARTNER INCIT6,630$2.3M0.04%
444INNOVATOR ETFS TRINHD70,295$2.3M0.04%
445ISHARES TR46428711937,913$2.3M0.04%
446ISHARES TR46435G42523,973$2.3M0.04%
447VANECK ETF TRUST92189F59374,052$2.2M0.04%
448FIRST TR EXCHNG TRADED FD VI33740F47469,718$2.2M0.04%
449AMERICAN WTR WKS CO INC NEW03042010317,774$2.2M0.04%
450AIRBNB INCABNB16,037$2.2M0.04%
451KINDER MORGAN INC DELEP-PC132,462$2.2M0.04%
452INNOVATOR ETFS TRINHD65,086$2.2M0.04%
453BLACKROCK ETF TRUSTBLK46,425$2.2M0.04%
454ISHARES TR46428877865,008$2.2M0.04%
455FIRST TR EXCHANGE-TRADED FD33738R69678,295$2.2M0.04%
456WELLS FARGO CO NEW94974610153,070$2.2M0.04%
457BLUE OWL CAPITAL CORPORATIONOWL154,423$2.1M0.04%
458REALTY INCOME CORPO42,631$2.1M0.04%
459FIDELITY COVINGTON TRUST31609240285,373$2.1M0.04%
460KRAFT HEINZ COKHC62,501$2.1M0.04%
461WISDOMTREE TRWT32,954$2.1M0.04%
462COLLIERS INTL GROUP INC19469310721,882$2.1M0.04%
463GOLDMAN SACHS BDC INCGSBD143,114$2.1M0.04%
464FIRST TR EXCHANGE TRADED FD33734X200100,891$2.1M0.04%
465HARTFORD FDS EXCHANGE TRADED41653L50356,479$2.1M0.04%
466CHENIERE ENERGY INCLNG12,490$2.1M0.04%
467FIRST TR EXCH TRADED FD III33739P30145,837$2.1M0.04%
468GRIFFON CORPGFF51,888$2.1M0.03%
469XCEL ENERGY INCXELLL35,750$2.0M0.03%
470CHURCH & DWIGHT CO INCCHD22,282$2.0M0.03%
471CORNING INCGLW66,789$2.0M0.03%
472PRICE T ROWE GROUP INCTROW19,158$2.0M0.03%
473EATON VANCE TAX ADVT DIV INCETN94,107$2.0M0.03%
474AUTODESK INCADSK9,618$2.0M0.03%
475BLACKROCK ENHANCED EQUITY DIBLK260,940$2.0M0.03%
476SMUCKER J M CO83269640516,156$2.0M0.03%
477METLIFE INCMET-PF31,436$2.0M0.03%
478GLOBAL X FDS37954Y85535,431$2.0M0.03%
479ISHARES TR46428879421,433$2.0M0.03%
480SPDR SER TR78464A20126,611$1.9M0.03%
481SPDR INDEX SHS FDS78463X84877,737$1.9M0.03%
482HUMANA INCHUM3,969$1.9M0.03%
483INVESCO EXCH TRD SLF IDX FDIVZ85,819$1.9M0.03%
484ISHARES TR46428825720,779$1.9M0.03%
485FIRST TR LRG CP VL ALPHADEX33735J10129,362$1.9M0.03%
486DOMINOS PIZZA INCDPZ4,968$1.9M0.03%
487BROWN & BROWN INCBRO26,905$1.9M0.03%
488DIMENSIONAL ETF TRUST25434V87246,469$1.9M0.03%
489ECOLAB INCECL11,019$1.9M0.03%
490SKYWORKS SOLUTIONS INCSWKS18,915$1.9M0.03%
491ZIMMER BIOMET HOLDINGS INCZBH16,581$1.9M0.03%
492MSCI INCMSCI3,611$1.9M0.03%
493ISHARES TR46435U85353,072$1.8M0.03%
494EOG RES INCEOG14,458$1.8M0.03%
495HENRY JACK & ASSOC INC42628110112,080$1.8M0.03%
496T-MOBILE US INCTMUSZ12,957$1.8M0.03%
497VANGUARD MUN BD FDS92290774637,692$1.8M0.03%
498EVERSOURCE ENERGYES31,092$1.8M0.03%
499CAPITAL GROUP GBL GROWTH EQT14020X10478,465$1.8M0.03%
500SPROTT PHYSICAL SILVER TRSII236,947$1.8M0.03%