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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 2025 · Filed February 12, 2026 · Accession 0001723397-26-000001

Total Value
$18.24B
Positions
4,309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL2,228,272$605.8M3.69%
2NVIDIA CORPORATIONNVDA2,963,950$552.8M3.36%
3ALPHABET INCGOOG1,421,757$445.0M2.71%
4MICROSOFT CORPMSFT902,824$436.6M2.66%
5META PLATFORMS INCMETA651,123$429.8M2.61%
6ISHARES TR464287200622,585$426.4M2.59%
7AMAZON COM INCAMZN1,779,832$410.8M2.50%
8ISHARES TR4642872263,981,548$397.7M2.42%
9VANGUARD INDEX FDS922908363489,170$306.8M1.87%
10JPMORGAN CHASE & CO.VYLD930,086$299.7M1.82%
11ISHARES TR46432F8422,835,231$253.6M1.54%
12SPDR S&P 500 ETF TRSPY352,182$240.2M1.46%
13SPDR GOLD TRGLD590,889$234.2M1.42%
14ISHARES INC46434G1033,285,434$220.8M1.34%
15ISHARES TR4642875073,079,521$203.2M1.24%
16INVESCO QQQ TRIVZ319,166$196.1M1.19%
17BROADCOM INCAVGO558,637$193.3M1.18%
18ISHARES TR4642878041,587,359$190.8M1.16%
19ALPHABET INCGOOG535,855$168.2M1.02%
20ISHARES TR4642873091,340,737$165.3M1.01%
21VISA INCV457,492$160.4M0.98%
22ISHARES TR464287614314,465$148.8M0.91%
23BERKSHIRE HATHAWAY INC DELBRK-A271,852$136.6M0.83%
24ISHARES TR4642874571,472,724$122.0M0.74%
25COSTCO WHSL CORP NEW22160K105139,252$120.1M0.73%
26JOHNSON & JOHNSONJNJ543,598$112.5M0.68%
27VANGUARD INDEX FDS922908736227,342$110.9M0.67%
28WALMART INCWMT950,921$105.9M0.64%
29VANGUARD SPECIALIZED FUNDS921908844471,538$103.6M0.63%
30ISHARES TR464287549784,414$101.3M0.62%
31WISDOMTREE TRWT1,084,638$97.0M0.59%
32ABBVIE INCABBV405,076$92.6M0.56%
33UBER TECHNOLOGIES INCUBER1,088,488$88.9M0.54%
34TESLA INCTSLA192,381$86.5M0.53%
35STRYKER CORPORATIONSYK243,233$85.5M0.52%
36ELI LILLY & COLLY78,879$84.8M0.52%
37FRANKLIN TEMPLETON ETF TRFGDL1,166,393$80.9M0.49%
38VANGUARD INDEX FDS922908744416,342$79.5M0.48%
39ISHARES TR464288281802,225$77.2M0.47%
40HOME DEPOT INCHD222,869$76.7M0.47%
41INNOVATOR ETFS TRUSTINHD1,623,085$76.3M0.46%
42PALO ALTO NETWORKS INCPANW409,391$75.4M0.46%
43CHEVRON CORP NEWCVX494,482$75.4M0.46%
44MCDONALDS CORPMCD242,317$74.1M0.45%
45VANGUARD WHITEHALL FDS921946406480,281$68.9M0.42%
46ISHARES TR464287598309,939$65.2M0.40%
47VANGUARD INDEX FDS922908769194,223$65.1M0.40%
48EXXON MOBIL CORPXOM539,575$64.9M0.40%
49ISHARES TR46429B697666,308$62.7M0.38%
50ISHARES GOLD TRIAU732,603$59.5M0.36%
51CATERPILLAR INCCAT103,773$59.4M0.36%
52VERIZON COMMUNICATIONS INCVZ1,435,992$58.5M0.36%
53VANGUARD WORLD FD92204A504201,882$58.1M0.35%
54J P MORGAN EXCHANGE TRADED F46641Q3321,009,369$57.8M0.35%
55ISHARES TR46432F339288,830$57.4M0.35%
56CROWDSTRIKE HLDGS INCCRWD120,029$56.3M0.34%
57ISHARES TR46429B6551,105,485$56.2M0.34%
58VANGUARD INDEX FDS922908553620,337$54.9M0.33%
59PALANTIR TECHNOLOGIES INCPLTR308,604$54.9M0.33%
60NETFLIX INCNFLX577,314$54.1M0.33%
61ISHARES TR464287788418,874$54.0M0.33%
62VANGUARD TAX-MANAGED FDS921943858854,504$53.4M0.32%
63SELECT SECTOR SPDR TR81369Y803361,790$52.1M0.32%
64ISHARES TR464287101150,279$51.5M0.31%
65ISHARES TR4642886871,645,716$51.0M0.31%
66ISHARES TR464287499528,873$50.9M0.31%
67VANGUARD INDEX FDS922908629175,079$50.8M0.31%
68SELECT SECTOR SPDR TR81369Y5061,132,716$50.6M0.31%
69ALIBABA GROUP HLDG LTDBBAAY343,098$50.3M0.31%
70GRAYSCALE BITCOIN MINI TR ET3899302071,297,393$50.2M0.31%
71ORACLE CORPORCL-PD252,911$49.3M0.30%
72SPDR SERIES TRUST78468R663518,021$47.3M0.29%
73INVESCO EXCHANGE TRADED FD TIVZ245,890$47.1M0.29%
74ISHARES TR46434V621667,857$46.4M0.28%
75GOLDMAN SACHS ETF TRNVGLF347,021$45.9M0.28%
76MASTERCARD INCORPORATEDMA80,407$45.9M0.28%
77ALLSPRING EXCHANGE TRADED FU01989A2091,817,616$45.4M0.28%
78INTERNATIONAL BUSINESS MACHSINTR150,779$44.7M0.27%
79DISNEY WALT CO254687106390,875$44.5M0.27%
80BLACKROCK ETF TRUSTBLK729,993$44.4M0.27%
81CISCO SYS INCCSCO576,089$44.4M0.27%
82ISHARES TR464287697404,651$43.8M0.27%
83GE VERNOVA INCGEV66,687$43.6M0.27%
84SCHWAB STRATEGIC TR8085247971,561,148$42.8M0.26%
85VANGUARD WORLD FD92204A70255,993$42.2M0.26%
86BANK AMERICA CORP060505104765,057$42.1M0.26%
87ISHARES TR46436E718417,402$41.9M0.25%
88WISDOMTREE TRWT830,825$41.8M0.25%
89SALESFORCE INCCRM153,790$40.7M0.25%
90PROCTER AND GAMBLE CO742718109281,131$40.3M0.25%
91GOLDMAN SACHS GROUP INCGSCE45,651$40.1M0.24%
92SELECT SECTOR SPDR TR81369Y209253,314$39.2M0.24%
93FIRST SOLAR INCFSLR148,256$38.7M0.24%
94EATON CORP PLCETN117,302$37.4M0.23%
95FIRST TR EXCHANGE TRADED FD33738R506535,903$37.2M0.23%
96PACER FDS TR69374H881605,659$36.4M0.22%
97ISHARES TR46435U861683,830$36.3M0.22%
98ISHARES TR464287812538,120$36.0M0.22%
99ISHARES TR46429B663296,114$36.0M0.22%
100TJX COS INC NEW872540109234,288$36.0M0.22%
101J P MORGAN EXCHANGE TRADED F46654Q203612,639$35.6M0.22%
102INVESCO EXCH TRADED FD TR IIIVZ140,055$35.4M0.22%
103RTX CORPORATIONRTX190,806$35.0M0.21%
104UNITEDHEALTH GROUP INCUNH104,147$34.4M0.21%
105AMERICAN EXPRESS COAXP92,478$34.2M0.21%
106ANALOG DEVICES INCADI125,795$34.1M0.21%
107APPLIED MATLS INC038222105131,063$33.7M0.20%
108ADVANCED MICRO DEVICES INCAMD155,647$33.3M0.20%
109CHUBB LIMITEDCB104,869$32.7M0.20%
110VANGUARD INTL EQUITY INDEX F922042858594,579$32.0M0.19%
111MERCK & CO INCMRK299,942$31.6M0.19%
112ISHARES TR464288653308,037$31.3M0.19%
113ISHARES TR464287408146,445$31.1M0.19%
114SPDR SERIES TRUST78464A763220,100$30.6M0.19%
115COCA COLA COKO434,703$30.4M0.18%
116HARTFORD FDS EXCHANGE TRADED41653L503770,061$30.1M0.18%
117GE AEROSPACE36960430197,448$30.0M0.18%
118INNOVATOR ETFS TRUSTINHD710,849$29.7M0.18%
119ISHARES TR464287606299,689$29.0M0.18%
120FIRST TR EXCHANGE-TRADED FD33739Q408483,385$29.0M0.18%
121NEXTERA ENERGY INCNEE-PW358,093$28.7M0.17%
122NEBIUS GROUP N.V.NBIS341,454$28.6M0.17%
123WISDOMTREE TRWT641,506$27.9M0.17%
124LOCKHEED MARTIN CORPLMT57,611$27.9M0.17%
125AT&T INCT-PC1,115,291$27.7M0.17%
126TAIWAN SEMICONDUCTOR MFG LTD87403910088,438$26.9M0.16%
127AMGEN INCAMGN81,605$26.7M0.16%
128TRANE TECHNOLOGIES PLCTT68,048$26.5M0.16%
129KRATOS DEFENSE & SEC SOLUTIO50077B207348,644$26.5M0.16%
130SPDR DOW JONES INDL AVERAGE78467X10954,945$26.4M0.16%
131AMPLIFY ETF TR032108409586,056$26.1M0.16%
132VANGUARD INDEX FDS92290859585,981$26.0M0.16%
133VANGUARD INDEX FDS92290875198,749$25.5M0.15%
134MOTOROLA SOLUTIONS INCMSI66,098$25.3M0.15%
135SPDR SERIES TRUST78468R6061,070,300$25.3M0.15%
136ISHARES TR464288414232,414$24.9M0.15%
137PGIM ETF TR69344A834478,285$24.5M0.15%
138MARATHON PETE CORPMARA150,347$24.5M0.15%
139MEDTRONIC PLCMDT253,159$24.3M0.15%
140ISHARES TR464287481175,314$24.0M0.15%
141WELLS FARGO CO NEW949746101256,910$23.9M0.15%
142BOOKING HOLDINGS INCBKNG4,439$23.8M0.14%
143ABBOTT LABSABLZF186,173$23.3M0.14%
144VANGUARD SCOTTSDALE FDS92206C870277,226$23.2M0.14%
145UNION PAC CORPUNP98,376$22.8M0.14%
146DUKE ENERGY CORP NEWDUKB193,987$22.7M0.14%
147PEPSICO INCPEP156,522$22.5M0.14%
148PHILIP MORRIS INTL INC718172109137,491$22.1M0.13%
149BLACKROCK INCBLK20,538$22.0M0.13%
150ALLSTATE CORPALL-PJ105,431$21.9M0.13%
151GLOBAL X FDS37954Y855337,360$21.9M0.13%
152AXON ENTERPRISE INCAXON38,521$21.9M0.13%
153VANECK ETF TRUST92189F643211,192$21.9M0.13%
154FIDELITY COVINGTON TRUST31609280897,095$21.8M0.13%
155ISHARES TR464287465224,761$21.6M0.13%
156VANGUARD BD INDEX FDS921937827271,437$21.4M0.13%
157AUTOMATIC DATA PROCESSING INADP82,910$21.3M0.13%
158BOEING COBA-PA97,692$21.2M0.13%
159FIRST TR EXCH TRADED FD III33738D820979,309$21.0M0.13%
160ISHARES TR464288356361,333$20.8M0.13%
161BNY MELLON ETF TRUST II05613H100711,492$20.6M0.13%
162SPDR SERIES TRUST78468R101698,442$20.5M0.12%
163TOUCHSTONE ETF TRUST89157W301804,791$20.4M0.12%
164VANGUARD BD INDEX FDS921937835274,671$20.3M0.12%
165AIR PRODS & CHEMS INCAIIR80,271$19.8M0.12%
166CONSTELLATION ENERGY CORPCEG55,992$19.8M0.12%
167AMPHENOL CORP NEW032095101146,240$19.8M0.12%
168VANECK ETF TRUST92189F67654,262$19.5M0.12%
169ISHARES TR46428876090,665$19.5M0.12%
170FIRST TR EXCHANGE-TRADED FD33741X102500,946$19.2M0.12%
171MICRON TECHNOLOGY INCMU67,255$19.2M0.12%
172SCHWAB CHARLES CORPSCHW-PJ191,205$19.1M0.12%
173VERTIV HOLDINGS COVRT116,280$18.8M0.11%
174S&P GLOBAL INCSPGI35,846$18.7M0.11%
175LOWES COS INC54866110777,210$18.6M0.11%
176ISHARES TR46435G516193,280$18.4M0.11%
177ISHARES SILVER TRSLV284,144$18.3M0.11%
178ARISTA NETWORKS INCANET139,222$18.2M0.11%
179QUALCOMM INCQCOM106,538$18.2M0.11%
180MORGAN STANLEYMS-PQ101,706$18.1M0.11%
181FIRST TR EXCH TRADED FD III33739E108982,772$17.9M0.11%
182SELECT SECTOR SPDR TR81369Y407149,873$17.9M0.11%
183FIDELITY COMWLTH TR315912808195,329$17.9M0.11%
184ISHARES TR464288646334,778$17.7M0.11%
185T-MOBILE US INCTMUSZ86,893$17.6M0.11%
186SELECT SECTOR SPDR TR81369Y605319,082$17.5M0.11%
187ETF SER SOLUTIONS26922A420158,882$17.4M0.11%
188CUMMINS INCCMI34,018$17.4M0.11%
189ISHARES TR464287473121,349$17.1M0.10%
190IQVIA HLDGS INCIQV75,120$16.9M0.10%
191ISHARES TR46432F39667,631$16.9M0.10%
192CAPITAL GROUP GROWTH ETF14020G101378,181$16.8M0.10%
193WISDOMTREE TRWT190,522$16.8M0.10%
194MERCADOLIBRE INCMELI8,305$16.7M0.10%
195JOHNSON CTLS INTL PLCG51502105139,450$16.7M0.10%
196GENERAL DYNAMICS CORPGD49,583$16.7M0.10%
197RBB FD INC74933W452334,528$16.7M0.10%
198PUTNAM ETF TRUST746729300362,520$16.5M0.10%
199SOUTHERN COSOMN188,032$16.4M0.10%
200CME GROUP INCCME59,168$16.2M0.10%
201LINDE PLCLIN37,627$16.0M0.10%
202VANGUARD INDEX FDS92290861175,015$15.9M0.10%
203ISHARES TR464287242143,521$15.8M0.10%
204CENCORA INCCOR46,471$15.7M0.10%
205ASML HOLDING N VASMLF14,573$15.6M0.09%
206BLACKSTONE INCBX101,140$15.6M0.09%
207ISHARES INC46434G822191,291$15.4M0.09%
208ISHARES TR464287150103,484$15.4M0.09%
209VANGUARD WORLD FD92204A60351,566$15.4M0.09%
210INVESCO EXCHANGE TRADED FD TIVZ327,670$15.4M0.09%
211FIRST TR EXCHANGE TRADED FD33738R605243,923$15.3M0.09%
212ISHARES TR46428765562,279$15.3M0.09%
213SELECT SECTOR SPDR TR81369Y886357,292$15.3M0.09%
214ISHARES TR464288877211,142$15.1M0.09%
215BLACKROCK ETF TRUSTBLK450,121$15.0M0.09%
216SPDR INDEX SHS FDS78463X152220,572$15.0M0.09%
217SELECT SECTOR SPDR TR81369Y852126,588$14.9M0.09%
218AEROVIRONMENT INCAVAV61,399$14.9M0.09%
219COMCAST CORP NEWCCZ495,713$14.8M0.09%
220AMERICAN ELEC PWR CO INC025537101127,406$14.7M0.09%
221OREILLY AUTOMOTIVE INC67103H107160,070$14.6M0.09%
222ISHARES TR46428772172,657$14.5M0.09%
223HONEYWELL INTL INC43851610674,067$14.4M0.09%
224ISHARES TR46428764844,708$14.4M0.09%
225VANGUARD INDEX FDS92290853851,501$14.4M0.09%
226PHILLIPS 66PSX109,084$14.1M0.09%
227ENTERGY CORP NEWENO152,266$14.1M0.09%
228LAM RESEARCH CORPLRCX81,353$13.9M0.08%
229SERVICENOW INCNOW90,361$13.8M0.08%
230VANGUARD INDEX FDS92290865266,171$13.8M0.08%
231ISHARES TR464288620266,297$13.8M0.08%
232STARBUCKS CORPSBUX163,186$13.7M0.08%
233ISHARES TR464287705104,345$13.7M0.08%
234SPDR S&P MIDCAP 400 ETF TRMDY22,729$13.7M0.08%
235CONOCOPHILLIPSCOP146,151$13.7M0.08%
236CAPITAL GRP FIXED INCM ETF T14020Y508512,122$13.6M0.08%
237FEDERATED HERMES ETF TRUSTFHI436,453$13.6M0.08%
238FIRST TR EXCHANGE-TRADED FD33734H106293,639$13.5M0.08%
239SELECT SECTOR SPDR TR81369Y70487,093$13.5M0.08%
240INVESCO EXCH TRADED FD TR IIIVZ112,936$13.5M0.08%
241CITIGROUP INCC-PR113,876$13.3M0.08%
242KLA CORPKLAC10,851$13.2M0.08%
243ISHARES TR464287440136,722$13.1M0.08%
244FIRST TR EXCHNG TRADED FD VI33740F755381,865$13.1M0.08%
245ISHARES TR46428716892,585$13.1M0.08%
246NXP SEMICONDUCTORS N VNXPI60,104$13.0M0.08%
247SSGA ACTIVE ETF TR78467V848323,183$13.0M0.08%
248PACER FDS TR69374H857291,341$12.9M0.08%
249ISHARES TR46434V738181,638$12.9M0.08%
250APPLIED OPTOELECTRONICS INCAAOI366,417$12.8M0.08%
251TEXAS INSTRS INC88250810473,425$12.7M0.08%
252GLOBAL X FDS37954Y657668,076$12.6M0.08%
253ISHARES TR464287432144,218$12.6M0.08%
254THERMO FISHER SCIENTIFIC INCTMO21,545$12.5M0.08%
255ISHARES TR46435G326150,987$12.5M0.08%
256ISHARES TR46428752340,911$12.3M0.07%
257REALTY INCOME CORPO218,401$12.3M0.07%
258FIRST TR EXCHANGE TRADED FD33738R704123,040$12.1M0.07%
259ISHARES TR46436E833536,840$12.0M0.07%
260PARKER-HANNIFIN CORPPH13,638$12.0M0.07%
261DARDEN RESTAURANTS INCDRI64,157$11.8M0.07%
262ACCENTURE PLC IRELANDACN43,947$11.8M0.07%
263PACER FDS TR69374H360334,654$11.8M0.07%
264CINTAS CORPCTAS62,306$11.7M0.07%
265PFIZER INCPFE470,245$11.7M0.07%
266ISHARES TR464288638213,590$11.5M0.07%
267COREWEAVE INCCRWV159,462$11.4M0.07%
268VANGUARD STAR FDS921909768150,537$11.4M0.07%
269VANGUARD WORLD FD92191081627,482$11.3M0.07%
270L3HARRIS TECHNOLOGIES INCLHX38,327$11.3M0.07%
271FRANKLIN TEMPLETON ETF TRFGDL326,543$11.2M0.07%
272EMERSON ELEC COEMR84,119$11.2M0.07%
273VIKING THERAPEUTICS INCVKTX316,251$11.1M0.07%
274PIMCO INCOME STRATEGY FD II72201J1041,479,247$11.1M0.07%
275AMERICAN CENTY ETF TR025072877108,529$11.1M0.07%
276LEGG MASON ETF INVT52468L505300,283$11.1M0.07%
277PACER FDS TR69374H303139,906$11.0M0.07%
278DIMENSIONAL ETF TRUST25434V864224,280$10.8M0.07%
279BLACKROCK ETF TRUST IIBLK199,720$10.5M0.06%
280DEERE & CODE22,634$10.5M0.06%
281AFLAC INCAFL95,222$10.5M0.06%
282PACER FDS TR69374H709253,851$10.5M0.06%
283UNITED PARCEL SERVICE INCUPS105,266$10.4M0.06%
284CORNING INCGLW119,037$10.4M0.06%
285CAPITAL GROUP DIVIDEND VALUE14020W106238,544$10.4M0.06%
286CAPITAL GROUP GBL GROWTH EQT14020X104299,822$10.4M0.06%
287ISHARES TR464288448261,705$10.3M0.06%
288FIRST TR EXCHANGE-TRADED FD33733E104111,445$10.3M0.06%
289PROFESIONALLY MANAGED PORTFO74316P579155,851$10.2M0.06%
290ISHARES TR46429B267443,345$10.2M0.06%
291TIDAL TRUST I886364231411,698$10.2M0.06%
292INTERCONTINENTAL EXCHANGE IN45866F10462,374$10.1M0.06%
293INTUITIVE SURGICAL INCISRG17,827$10.1M0.06%
294NRG ENERGY INCNRG63,373$10.1M0.06%
295HARRIS OAKMARK ETF TRUST41456U106355,345$10.1M0.06%
296BRISTOL-MYERS SQUIBB COCELG-RI186,759$10.1M0.06%
297JANUS DETROIT STR TR47103U845199,050$10.1M0.06%
298PIMCO ETF TR72201R833100,152$10.0M0.06%
299J P MORGAN EXCHANGE TRADED F46641Q670210,884$10.0M0.06%
300ARES CAPITAL CORPARCC491,587$9.9M0.06%
301PROSHARES TR74347G242217,061$9.9M0.06%
302ADOBE INCADBE28,256$9.9M0.06%
303VANGUARD SCOTTSDALE FDS92206C706163,906$9.8M0.06%
304ISHARES TR46428867987,390$9.6M0.06%
305VANGUARD WHITEHALL FDS921946810105,084$9.6M0.06%
306BANK NEW YORK MELLON CORP06405810082,108$9.5M0.06%
307VANGUARD ADMIRAL FDS INC92193279477,304$9.4M0.06%
308FIRST TR EXCHANGE-TRADED FD33739Q705190,647$9.4M0.06%
309GLOBAL X FDS37960A529144,468$9.4M0.06%
310FIRST TR EXCHANGE TRADED FD33734X846130,609$9.3M0.06%
311DOMINION ENERGY INCD158,614$9.3M0.06%
312VISTRA CORPVST57,547$9.3M0.06%
313DIAMONDBACK ENERGY INCFANG61,648$9.3M0.06%
314ISHARES TR46428788765,635$9.3M0.06%
315CARETRUST REIT INCCTRE255,072$9.2M0.06%
316VANGUARD INTL EQUITY INDEX F922042775125,152$9.2M0.06%
317CAPITAL GRP FIXED INCM ETF T14020Y805358,697$9.1M0.06%
318ENTERPRISE PRODS PARTNERS L293792107283,906$9.1M0.06%
319AUTOZONE INCAZO2,674$9.1M0.06%
320FIDELITY COVINGTON TRUST316092527203,540$9.0M0.05%
321PACER FDS TR69374H105161,048$9.0M0.05%
322ISHARES TR46428858893,918$8.9M0.05%
323VANGUARD MUN BD FDS922907746177,200$8.9M0.05%
324NOVO-NORDISK A SNONOF174,574$8.9M0.05%
325SPROTT ASSET MANAGEMENT LPSII266,534$8.8M0.05%
326ETFIS SER TR I26923G822407,510$8.8M0.05%
327GILEAD SCIENCES INCGILD71,364$8.8M0.05%
328WASTE MGMT INC DEL94106L10939,621$8.7M0.05%
329JABIL INCJBL38,162$8.7M0.05%
330ONEOK INC NEWOKE117,447$8.6M0.05%
331ALTRIA GROUP INCMO149,193$8.6M0.05%
332INVESCO EXCHANGE TRADED FD TIVZ54,669$8.6M0.05%
333SHOPIFY INCSHOP52,924$8.5M0.05%
334TOUCHSTONE ETF TRUST89157W400200,706$8.5M0.05%
335CAPITAL ONE FINL CORP14040H10534,721$8.4M0.05%
336VANECK ETF TRUST92189F10697,986$8.4M0.05%
337WILLIAMS COS INC969457100139,714$8.4M0.05%
338GABELLI DIVID & INCOME TR36242H104300,770$8.4M0.05%
339ISHARES TR464287374165,099$8.3M0.05%
340STRATEGY SHSSTRD169,319$8.3M0.05%
341SPDR SERIES TRUST78464A35992,365$8.2M0.05%
342GLOBAL X FDS37954Y673172,104$8.2M0.05%
343ELEVANCE HEALTH INC FORMERLYELV23,457$8.2M0.05%
344MONDELEZ INTL INC609207105152,309$8.2M0.05%
345GLOBAL PMTS INC37940X102105,821$8.2M0.05%
346ISHARES TR464287762125,140$8.1M0.05%
347TAPESTRY INCTPR63,563$8.1M0.05%
348ISHARES TR46435U853216,989$8.1M0.05%
349ISHARES TR46428787971,008$8.1M0.05%
350WISDOMTREE TRWT165,675$8.1M0.05%
351CADENCE DESIGN SYSTEM INCCDNS25,674$8.0M0.05%
352SELECT SECTOR SPDR TR81369Y308103,054$8.0M0.05%
353ISHARES TR46432F38858,497$8.0M0.05%
354FIDELITY NATL INFORMATION SV31620M106119,987$8.0M0.05%
355VANGUARD MALVERN FDS922020805161,182$8.0M0.05%
356NIKE INCNKE123,801$7.9M0.05%
357VERTEX PHARMACEUTICALS INCVRTX17,364$7.9M0.05%
358CAPITAL GROUP INTERNATIONAL14021T102241,491$7.8M0.05%
359SPDR SERIES TRUST78464A85497,670$7.8M0.05%
360PROSHARES TR74347G234175,346$7.8M0.05%
361QUANTA SVCS INC74762E10218,418$7.8M0.05%
362CREDO TECHNOLOGY GROUP HOLDICRDO53,963$7.8M0.05%
363FIRST TR EXCHANGE-TRADED FD336917109174,985$7.8M0.05%
364FEDERATED HERMES ETF TRUSTFHI271,186$7.8M0.05%
365BECTON DICKINSON & COBDX39,764$7.7M0.05%
366FIDELITY COVINGTON TRUST316092600103,730$7.7M0.05%
367ARES MANAGEMENT CORPORATIONARES-PB47,637$7.7M0.05%
368ISHARES TR46428830796,304$7.7M0.05%
369NOVARTIS AGNVSEF54,261$7.5M0.05%
370KINDER MORGAN INC DELEP-PC271,939$7.5M0.05%
371INTERACTIVE BROKERS GROUP IN45841N107116,115$7.5M0.05%
372STERIS PLCSTE29,414$7.5M0.05%
373HEWLETT PACKARD ENTERPRISE CHPE-PC310,409$7.5M0.05%
374INVESCO EXCH TRADED FD TR IIIVZ64,211$7.4M0.04%
375FIRST TR EXCHANGE TRADED FD33738R11875,619$7.3M0.04%
376INTUITINTU11,048$7.3M0.04%
377SPDR SERIES TRUST78468R200237,653$7.3M0.04%
378EDWARDS LIFESCIENCES CORPEW84,948$7.2M0.04%
379FIRST TR EXCHNG TRADED FD VI33740F888286,283$7.2M0.04%
380DIMENSIONAL ETF TRUST25434V807144,224$7.2M0.04%
381VANECK ETF TRUST92189F60157,903$7.2M0.04%
382SPDR INDEX SHS FDS78463X40074,208$7.2M0.04%
383INVESCO ACTIVELY MANAGED EXCIVZ132,620$7.2M0.04%
384VANGUARD BD INDEX FDS92203C303142,574$7.1M0.04%
385SPDR INDEX SHS FDS78463X41849,582$7.1M0.04%
386SPDR SERIES TRUST78468R70524,150$7.1M0.04%
387BLACKROCK SCIENCE & TECHNOLOBLK173,868$7.0M0.04%
388CHIPOTLE MEXICAN GRILL INCCMG189,883$7.0M0.04%
389GRANITESHARES GOLD TRBAR164,474$7.0M0.04%
390WISDOMTREE TRWT104,366$7.0M0.04%
391DEXCOM INCDXCM104,878$7.0M0.04%
392SPDR SERIES TRUST78468R77061,294$7.0M0.04%
393ILLINOIS TOOL WKS INC45230810928,181$6.9M0.04%
394FREEPORT-MCMORAN INCFCX136,222$6.9M0.04%
395LAUDER ESTEE COS INC51843910465,741$6.9M0.04%
396SCHWAB STRATEGIC TR808524300210,151$6.9M0.04%
397SPDR INDEX SHS FDS78463X533174,351$6.8M0.04%
398NORTHROP GRUMMAN CORPNOC11,928$6.8M0.04%
399BERKSHIRE HATHAWAY INC DELBRK-A9$6.8M0.04%
400ECOLAB INCECL25,413$6.7M0.04%
401TCW ETF TRUST29287L700168,404$6.7M0.04%
4023M COMMM41,368$6.6M0.04%
403ALPS ETF TR00162Q452140,518$6.6M0.04%
404CAPITAL GROUP CONSERVATIVE E14020U100216,128$6.6M0.04%
405TRANSDIGM GROUP INCTDG4,943$6.6M0.04%
406BWX TECHNOLOGIES INCBWXT37,821$6.5M0.04%
407INVESCO EXCH TRD SLF IDX FDIVZ296,084$6.5M0.04%
408KKR & CO INCKKRT50,418$6.4M0.04%
409APOLLO GLOBAL MGMT INC03769M10644,227$6.4M0.04%
410BLACKROCK ETF TRUSTBLK164,696$6.4M0.04%
411GLOBAL X FDS37954Y83088,375$6.3M0.04%
412MARRIOTT INTL INC NEW57190320220,433$6.3M0.04%
413SPDR SERIES TRUST78468R52363,272$6.3M0.04%
414GRIFFON CORPGFF85,053$6.3M0.04%
415BLACKSTONE SECD LENDING FDBX237,698$6.3M0.04%
416MARKEL GROUP INCMKL2,906$6.2M0.04%
417KIMBERLY-CLARK CORPKMB61,552$6.2M0.04%
418SPOTIFY TECHNOLOGY S ASPOT10,655$6.2M0.04%
419CAPITAL GROUP INTL FOCUS EQT14019W109207,929$6.1M0.04%
420ISHARES TR46428755636,382$6.1M0.04%
421NEUBERGER BERMAN ETF TRUST64135A887119,833$6.1M0.04%
422ISHARES TR46428879434,173$6.1M0.04%
423INVESCO EXCHANGE TRADED FD TIVZ103,296$6.1M0.04%
424AUTODESK INCADSK20,603$6.1M0.04%
425MCKESSON CORPMCK7,377$6.1M0.04%
426TRAVELERS COMPANIES INCTRV20,717$6.0M0.04%
427SCHWAB STRATEGIC TR808524870226,331$6.0M0.04%
428SSGA ACTIVE TR78470P630217,583$6.0M0.04%
429STEEL DYNAMICS INCSTLD35,225$6.0M0.04%
430VALERO ENERGY CORPVLO36,311$5.9M0.04%
431NORFOLK SOUTHN CORP65584410820,437$5.9M0.04%
432FIRST TR EXCHANGE-TRADED FD33733E30221,668$5.8M0.04%
433ENCOMPASS HEALTH CORPEHC54,466$5.8M0.04%
434SPDR SERIES TRUST78464A40953,509$5.7M0.03%
435QXO INCQXO-PB292,809$5.6M0.03%
436BEST BUY INCBBY84,310$5.6M0.03%
437INNOVATOR ETFS TRUSTINHD152,898$5.6M0.03%
438COLGATE PALMOLIVE COCL70,894$5.6M0.03%
439SYNOPSYS INCSNPS11,914$5.6M0.03%
440ISHARES TR46432F859114,547$5.6M0.03%
441ISHARES TR46428711953,152$5.5M0.03%
442PRUDENTIAL FINL INCPUKPF48,957$5.5M0.03%
443INTEL CORPINTC149,719$5.5M0.03%
444ROBINHOOD MKTS INC77070010248,847$5.5M0.03%
445KROGER COKR87,544$5.5M0.03%
446ISHARES TR46436E841243,139$5.5M0.03%
447UNILEVER PLCUNLYF82,990$5.4M0.03%
448ISHARES TR46434V29072,366$5.4M0.03%
449FEDEX CORPFDX18,582$5.4M0.03%
450SPDR SERIES TRUST78468R408211,304$5.4M0.03%
451VANECK ETF TRUST92189F437181,431$5.3M0.03%
452WISDOMTREE TRWT92,788$5.3M0.03%
453PROLOGIS INC.PLDGP41,057$5.2M0.03%
454INVESCO EXCH TRADED FD TR IIIVZ83,035$5.2M0.03%
455SPROTT ASSET MANAGEMENT LPSII219,042$5.2M0.03%
456HERSHEY COHSY28,308$5.2M0.03%
457ISHARES INC46434G863116,498$5.1M0.03%
458ISHARES TR46428825736,334$5.1M0.03%
459EATON VANCE TX ADV GLBL DIVETN222,231$5.1M0.03%
460INVESCO EXCHANGE TRADED FD TIVZ111,739$5.1M0.03%
461BOSTON SCIENTIFIC CORPBSX53,507$5.1M0.03%
462DIGITAL RLTY TR INC25386810332,911$5.1M0.03%
463ISHARES TR46428824075,813$5.1M0.03%
464AMERICAN TOWER CORP NEW03027X10028,924$5.1M0.03%
465ASTRAZENECA PLCAZN55,073$5.1M0.03%
466MARSH & MCLENNAN COS INC57174810227,233$5.1M0.03%
467SIMPLIFY EXCHANGE TRADED FUN82889N830226,554$5.0M0.03%
468FRANKLIN TEMPLETON ETF TRFGDL214,430$5.0M0.03%
469BLUE OWL CAPITAL CORPORATIONOWL401,940$5.0M0.03%
470J P MORGAN EXCHANGE TRADED F46641Q83797,254$4.9M0.03%
471ISHARES INC464286806115,641$4.9M0.03%
472DIMENSIONAL ETF TRUST25434V708124,096$4.9M0.03%
473FIDELITY COVINGTON TRUST31609250163,172$4.9M0.03%
474ISHARES TR46434V803118,406$4.9M0.03%
475VANGUARD INTL EQUITY INDEX F92204274234,689$4.9M0.03%
476ISHARES TR46428775433,016$4.9M0.03%
477INNOVATOR ETFS TRUSTINHD88,727$4.9M0.03%
478VANECK ETF TRUST92189F429275,973$4.9M0.03%
479PAYCHEX INCPAYX43,365$4.9M0.03%
480SPDR SERIES TRUST78464A54031,599$4.8M0.03%
481CLEARBRIDGE ENERGY MIDSTRM O18469P209108,238$4.8M0.03%
482CVS HEALTH CORPCVS60,856$4.8M0.03%
483EATON VANCE TAX-MANAGED BUY-ETN335,989$4.8M0.03%
484SPDR SERIES TRUST78464A664182,024$4.8M0.03%
485COLUMBIA ETF TR I19761L706117,457$4.8M0.03%
486ENERGY TRANSFER L PET-PI290,089$4.8M0.03%
487WW GRAINGER INC3848021044,730$4.8M0.03%
488ISHARES TR46428866139,583$4.7M0.03%
489CAPITAL GRP FIXED INCM ETF T14020Y607178,879$4.7M0.03%
490VANECK ETF TRUST92189H300182,401$4.7M0.03%
491AIRBNB INCABNB34,360$4.7M0.03%
492NATIXIS ETF TR63873X30781,101$4.6M0.03%
493ISHARES TR46434V456101,633$4.6M0.03%
494TD SYNNEX CORPORATIONSNX30,691$4.6M0.03%
495UNITED RENTALS INCURI5,694$4.6M0.03%
496SSGA ACTIVE ETF TR78467V608110,889$4.6M0.03%
497THE CIGNA GROUP12552310016,622$4.6M0.03%
498VANGUARD WORLD FD92204A20721,493$4.5M0.03%
499MONOLITHIC PWR SYS INC6098391054,995$4.5M0.03%
500FRANKLIN TEMPLETON ETF TRFGDL161,197$4.5M0.03%