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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

Geneos Wealth Management Inc.

Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001764754-25-000010

Total Value
$3.96B
Positions
3,071
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200218,248$122.6M3.39%
2SPDR S P 500 ETF TRSPY145,229$81.2M2.24%
3APPLE INCAAPL281,729$62.6M1.73%
4ISHARES TR46429B697636,926$59.7M1.65%
5MICROSOFT CORPMSFT134,117$50.3M1.39%
6ISHARES TR464287150401,658$49.1M1.35%
7INVESCO QQQ TRIVZ91,069$42.7M1.18%
8ISHARES TR464287689126,955$40.3M1.11%
9VANGUARD INDEX FDS92290836376,336$39.2M1.08%
10BERKSHIRE HATHAWAY INC DELBRK-A68,808$36.6M1.01%
11ISHARES TR46432F834517,097$36.1M1.00%
12NORFOLK SOUTHN CORP655844108150,200$35.7M0.99%
13NVIDIA CORPORATIONNVDA205,445$34.3M0.95%
14VANECK ETF TRUST92189F643378,447$33.3M0.92%
15SPDR SER TR78464A854492,423$32.4M0.89%
16VANGUARD TAX MANAGED FDS921943858280,717$32.2M0.89%
17SPDR SER TR78464A508581,569$29.9M0.82%
18JANUS DETROIT STR TR47103U886592,982$29.1M0.80%
19AMAZON COM INCAMZN152,787$29.1M0.80%
20VANGUARD BD INDEX FDS921937835379,262$27.9M0.77%
21VANGUARD BD INDEX FDS921937819358,567$27.5M0.76%
22SPDR SER TR78464A805399,945$27.2M0.75%
23SPDR INDEX SHS FDS78463X889742,315$27.0M0.75%
24EXXON MOBIL CORPXOM183,361$25.8M0.71%
25VANGUARD INDEX FDS92290873668,401$25.4M0.70%
26SPDR SER TR78464A409312,272$25.3M0.70%
27DBX ETF TR233051630925,012$25.1M0.69%
28INVESCO EXCHANGE TRADED FD TIVZ140,728$24.4M0.67%
29SPDR SER TR78464A144820,535$23.8M0.66%
30ISHARES TR46432F859492,087$23.8M0.66%
31FIRST TR EXCHNG TRADED FD VI33740F805529,811$23.2M0.64%
32CAPITAL GROUP GROWTH ETF14020G101648,902$22.8M0.63%
33VANGUARD INDEX FDS922908744131,487$22.7M0.63%
34SCHWAB STRATEGIC TR808524300898,116$22.5M0.62%
35ISHARES TR46432F842295,612$22.4M0.62%
36JPMORGAN CHASE COVYLD68,889$21.0M0.58%
37DIMENSIONAL ETF TRUST25434V708592,640$20.1M0.56%
38SPDR SER TR78464A474662,722$19.9M0.55%
39VANGUARD INDEX FDS92290876972,400$19.9M0.55%
40JANUS DETROIT STR TR47103U845391,330$19.8M0.55%
41GALLAGHER ARTHUR J CO36357610956,524$19.5M0.54%
42ISHARES TR46429B267844,813$19.4M0.54%
43ISHARES TR46435G326535$19.0M0.53%
44ALPHABET INCGOOG84,742$18.4M0.51%
45PACER FDS TR69374H881333,991$18.3M0.50%
46SCHWAB STRATEGIC TR808524409671,238$17.8M0.49%
47PACER FDS TR69374H816367,877$17.6M0.49%
48DIMENSIONAL ETF TRUST25434V625287,417$17.6M0.49%
49FIRST TR EXCHANGE TRADED FD33733E872564,916$17.5M0.48%
50T ROWE PRICE ETF INC87283Q503495,521$17.4M0.48%
51PACER FDS TR69374H717491,931$17.1M0.47%
52SCHWAB STRATEGIC TR808524755462,350$16.7M0.46%
53J P MORGAN EXCHANGE TRADED F46641Q332290,676$16.6M0.46%
54FIRST TR EXCHNG TRADED FD VI33740F888668,669$16.5M0.46%
55BROADCOM INCAVGO95,206$15.9M0.44%
56HOME DEPOT INCHD41,341$15.2M0.42%
57ALPHABET INCGOOG84,539$15.0M0.41%
58ISHARES TR464287465181,420$14.8M0.41%
59META PLATFORMS INCMETA25,716$14.8M0.41%
60PACER FDS TR69374H105286,752$14.8M0.41%
61FIRST TR EXCHANGE TRADED FD33739Q200300,098$14.8M0.41%
62SPDR SER TR78468R853361,318$14.7M0.41%
63ELEVANCE HEALTH INCELV32,932$14.3M0.40%
64JOHNSON JOHNSONJNJ79,882$14.3M0.40%
65PROGRESSIVE CORP74331510349,291$13.9M0.39%
66FISERV INCFISV63,099$13.9M0.38%
67SPDR INDEX SHS FDS78463X509267,954$13.9M0.38%
68SPDR SER TR78464A847270,545$13.8M0.38%
69INVESCO EXCH TRADED FD TR IIIVZ139,124$13.8M0.38%
70VISA INCV24,051$13.8M0.38%
71COSTCO WHSL CORP NEW22160K10514,536$13.7M0.38%
72FS KKR CAP CORPFSK644,908$13.5M0.37%
73VANGUARD INTL EQUITY INDEX F922042858133,194$13.5M0.37%
74FIRST TR EXCHANGE TRADED FD33738R506230,287$13.5M0.37%
75DIMENSIONAL ETF TRUST25434V815469,061$13.2M0.36%
76PALO ALTO NETWORKS INCPANW77,307$13.2M0.36%
77PACER FDS TR69374H303185,642$13.2M0.36%
78FIRST TR EXCHANGE TRADED FD33738R605237,013$13.0M0.36%
79ISHARES TR464288588128,452$13.0M0.36%
80FIRST TR EXCHNG TRADED FD VI33740U729530,944$12.5M0.34%
81ISHARES TR46435G219262,730$11.8M0.33%
82SPROTT PHYSICAL SILVER TRSII1,012,274$11.7M0.32%
83J P MORGAN EXCHANGE TRADED F46641Q761206,972$11.7M0.32%
84PGIM ETF TR69344A107226,631$11.3M0.31%
85WISDOMTREE TRWT223,105$11.2M0.31%
86VANGUARD INDEX FDS92290851268,762$11.0M0.30%
87CHEVRON CORP NEWCVX65,082$10.9M0.30%
88NEXTERA ENERGY INCNEE-PW152,241$10.8M0.30%
89SCHWAB STRATEGIC TR808524201473,514$10.5M0.29%
90J P MORGAN EXCHANGE TRADED F46654Q609141,090$10.4M0.29%
91VANGUARD CHARLOTTE FDS92203J407211,633$10.3M0.29%
92INSULET CORPPODD39,047$10.3M0.28%
93ABBVIE INCABBV48,967$10.3M0.28%
94ISHARES TR46429B689131,107$10.2M0.28%
95DISNEY WALT CO254687106102,216$10.1M0.28%
96TESLA INCTSLA38,466$10.0M0.28%
97DIMENSIONAL ETF TRUST25434V799357,272$9.9M0.27%
98FIRST TR EXCHNG TRADED FD VI33740F755334,066$9.9M0.27%
99DARDEN RESTAURANTS INCDRI46,512$9.7M0.27%
100ISHARES TR464287309101,763$9.6M0.27%
101MORGAN STANLEYMS-PQ76,903$9.6M0.27%
102ELI LILLY COLLY11,537$9.5M0.26%
103CROWDSTRIKE HLDGS INCCRWD26,771$9.4M0.26%
104KINDER MORGAN INC DELEP-PC329,716$9.4M0.26%
105HONEYWELL INTL INC43851610644,036$9.3M0.26%
106SPDR SER TR78468R663101,004$9.3M0.26%
107INTERCONTINENTAL EXCHANGE IN45866F10453,711$9.3M0.26%
108DAVIS FUNDAMENTAL ETF TR23908L207218,898$9.3M0.26%
109SPDR SER TR78464A300117,658$9.2M0.25%
110ISHARES TR46428943843,460$9.2M0.25%
111SELECT SECTOR SPDR TR81369Y50697,632$9.1M0.25%
112STRYKER CORPORATIONSYK24,473$9.1M0.25%
113ISHARES INC46434G103168,576$9.1M0.25%
114TIMOTHY PLAN887432359206,054$8.7M0.24%
115ISHARES TR46428841482,435$8.7M0.24%
116ACCENTURE PLC IRELANDACN26,713$8.7M0.24%
117ISHARES TR46428740845,091$8.6M0.24%
118J P MORGAN EXCHANGE TRADED F46641Q159180,981$8.3M0.23%
119VANGUARD MUN BD FDS922907746167,566$8.3M0.23%
120ISHARES TR46436E71882,493$8.3M0.23%
121INVESCO EXCH TRADED FD TR IIIVZ110,377$8.2M0.23%
122VANGUARD SCOTTSDALE FDS92206C71499,847$8.2M0.23%
123SCHWAB CHARLES CORPSCHW-PJ105,176$8.2M0.23%
124UBER TECHNOLOGIES INCUBER109,933$8.1M0.22%
125ISHARES TR46428780476,800$8.0M0.22%
126VERIZON COMMUNICATIONS INCVZ176,219$8.0M0.22%
127ISHARES TR46428722680,760$8.0M0.22%
128FIRST TR EXCHNG TRADED FD VI33740U752266,684$8.0M0.22%
129MASTERCARD INCORPORATEDMA7,241$7.9M0.22%
130SCHWAB STRATEGIC TR808524748217,435$7.9M0.22%
131WALMART INCWMT88,004$7.7M0.21%
132FORTINET INCFTNT80,021$7.7M0.21%
133CATERPILLAR INCCAT23,351$7.7M0.21%
134FIRST TR VALUE LINE DIVID IN33734H106172,024$7.7M0.21%
135VANGUARD WHITEHALL FDS92194640659,456$7.7M0.21%
136FIRST TR EXCHNG TRADED FD VI33740F243375,337$7.6M0.21%
137SELECT SECTOR SPDR TR81369Y605151,176$7.5M0.21%
138DOVER CORPDOV41,849$7.4M0.20%
139UNITEDHEALTH GROUP INCUNH7,289$7.3M0.20%
140EOG RES INCEOG43,543$7.3M0.20%
141VANGUARD INDEX FDS92290862927,591$7.1M0.20%
142DUKE ENERGY CORP NEWDUKB57,543$7.0M0.19%
143J P MORGAN EXCHANGE TRADED F46641Q837137,572$7.0M0.19%
144MCDONALDS CORPMCD14,585$6.9M0.19%
145SCHWAB STRATEGIC TR808524706249,251$6.9M0.19%
146ADOBE INCADBE12,759$6.8M0.19%
147ISHARES TR46428745779,666$6.6M0.18%
148SPDR SER TR78464A649257,394$6.6M0.18%
149SPROTT PHYSICAL GOLD TRSII269,812$6.5M0.18%
150TWO RDS SHARED TR90214Q733392,287$6.5M0.18%
151VANECK ETF TRUST92189H748121,966$6.4M0.18%
152CYBERARK SOFTWARE LTDM2682V10819,043$6.4M0.18%
153VANGUARD WELLINGTON FD92193560750,957$6.4M0.18%
154GOLDMAN SACHS PHYSICAL GOLD38150K103205,440$6.3M0.18%
155PUTNAM ETF TRUST746729300166,542$6.3M0.18%
156ISHARES TR46428765531,572$6.3M0.17%
157CHUBB LIMITEDCB19,638$6.3M0.17%
158SPDR SER TR78468R606267,324$6.3M0.17%
159AUTOMATIC DATA PROCESSING INADP20,283$6.2M0.17%
160DANAHER CORPORATION23585110230,214$6.2M0.17%
161GOLDMAN SACHS GROUP INCGSCE11,170$6.1M0.17%
162GILEAD SCIENCES INCGILD51,202$6.0M0.17%
163NOVARTIS AGNVSEF53,790$6.0M0.17%
164ISHARES TR464287234136,579$6.0M0.16%
165SALESFORCE INCCRM22,025$5.9M0.16%
166BRISTOL MYERS SQUIBB COCELG-RI96,397$5.9M0.16%
167JOHNSON CTLS INTL PLCG5150210569,884$5.9M0.16%
168BNY MELLON ETF TRUST09661T20661,264$5.9M0.16%
169MEDTRONIC PLCMDT65,002$5.8M0.16%
170VANGUARD BD INDEX FDS92193782773,170$5.7M0.16%
171ISHARES TR46434V62192,388$5.7M0.16%
172HIGHLAND OPPORTUNITIESHFRO-PB1,090,325$5.7M0.16%
173HOULIHAN LOKEY INCHLI35,045$5.7M0.16%
174SCHWAB STRATEGIC TR808524607239,842$5.6M0.16%
175AIR PRODS CHEMS INCAIIR19,026$5.6M0.15%
176FIRST TR EXCH TRADED FD III33739P855299,681$5.6M0.15%
177UNITED RENTALS INCURI8,934$5.6M0.15%
178FIRST TR EXCHNG TRADED FD VI33740U778235,208$5.6M0.15%
179BJS WHSL CLUB HLDGS INC05550J10149,008$5.6M0.15%
180FIRST TR EXCHNG TRADED FD VI33740U760245,368$5.5M0.15%
181FIRST TR EXCHANGE TRADED FD33738D408132,971$5.5M0.15%
182VANGUARD INDEX FDS92290861129,142$5.4M0.15%
183VANECK ETF TRUST92189F486211,408$5.4M0.15%
184NORTHERN LTS FD TR IVNTRSO104,505$5.3M0.15%
185HESS CORPHESM33,373$5.3M0.15%
186NETFLIX INCNFLX5,689$5.3M0.15%
187CAPITAL GRP FIXED INCM ETF T14020Y102236,125$5.3M0.15%
188WISDOMTREE TRWT47,889$5.3M0.15%
189FIRST TR EXCHANGE TRADED FD33738D309114,334$5.2M0.14%
190J P MORGAN EXCHANGE TRADED F46654Q70893,877$5.2M0.14%
191SCHWAB STRATEGIC TR808524805238,971$5.2M0.14%
192VANGUARD MALVERN FDS922020805102,852$5.1M0.14%
193COMCAST CORP NEWCCZ126,667$5.1M0.14%
194CSX CORPCSX172,742$5.1M0.14%
195FIRST TR EXCHANGE TRADED FD33733E10456,452$5.1M0.14%
196SELECT SECTOR SPDR TR81369Y860120,491$5.0M0.14%
197KEURIG DR PEPPER INCKDP147,014$5.0M0.14%
198REALTY INCOME CORPO86,097$5.0M0.14%
199INTERNATIONAL BUSINESS MACHSINTR20,077$5.0M0.14%
200EMERSON ELEC COEMR43,896$5.0M0.14%
201VANGUARD INDEX FDS9229087514,920$4.9M0.14%
202SPDR SER TR78464A35964,255$4.9M0.14%
203PROCTER AND GAMBLE CO74271810928,623$4.9M0.13%
204ISHARES TR46434V407114,224$4.9M0.13%
205PHILIP MORRIS INTL INC71817210930,101$4.8M0.13%
206FS CREDIT OPPORTUNITIES CORPFSCO630,813$4.8M0.13%
207FRANKLIN TEMPLETON ETF TRFGDL89,768$4.8M0.13%
208BAKER HUGHES COMPANYBKR108,102$4.8M0.13%
209SPDR SER TR78464A60747,364$4.7M0.13%
210INVESCO EXCH TRADED FD TR IIIVZ93,441$4.7M0.13%
211VANGUARD INDEX FDS92290859518,623$4.7M0.13%
212SPDR GOLD TRGLD16,217$4.7M0.13%
213AT T INCT-PC99,123$4.7M0.13%
214SELECT SECTOR SPDR TR81369Y20931,909$4.7M0.13%
215ZOETIS INCZTS27,778$4.6M0.13%
216SEI EXCHANGE TRADED FUNDS81589A3040$4.5M0.12%
217INVESCO EXCH TRADED FD TR IIIVZ401,069$4.5M0.12%
218ONEOK INC NEWOKE45,161$4.5M0.12%
219INVESCO EXCH TRD SLF IDX FDIVZ90,615$4.5M0.12%
220WISDOMTREE TRWT56,099$4.5M0.12%
221SEI EXCHANGE TRADED FUNDS81589A205121,395$4.4M0.12%
222ISHARES TR46428881072,402$4.4M0.12%
223THERMO FISHER SCIENTIFIC INCTMO4,969$4.4M0.12%
224PIMCO ETF TR72201R83342,868$4.3M0.12%
225CUMMINS INCCMI13,687$4.3M0.12%
226ISHARES TR46428876027,975$4.3M0.12%
227ISHARES TR46434V803117,287$4.3M0.12%
228ORACLE CORPORCL-PD30,368$4.2M0.12%
229FIRST TR NAS100 EQ WEIGHTED33734410534,764$4.2M0.12%
230WELLS FARGO CO NEW94974610152,236$4.2M0.12%
231ISHARES TR46432F33924,511$4.2M0.12%
232INVESCO EXCHANGE TRADED FD TIVZ66,303$4.2M0.11%
233ISHARES TR46428887770,265$4.1M0.11%
234FIRST TR SML CP CORE ALPHA F33734Y10945,934$4.1M0.11%
235FIRST TR EXCH TRD ALPHDX FD33737J80273,896$4.1M0.11%
236VANECK ETF TRUST92189F10689,358$4.1M0.11%
237PROLOGIS INCPLDGP36,727$4.1M0.11%
238PIMCO ETF TR72201R77544,289$4.1M0.11%
239DIMENSIONAL ETF TRUST25434V732154,612$4.1M0.11%
240TAIWAN SEMICONDUCTOR MFG LTD87403910024,582$4.1M0.11%
241PACER FDS TR69374H72595,989$4.1M0.11%
242ISHARES TR46428744042,581$4.1M0.11%
243ALTRIA GROUP INCMO44,956$4.0M0.11%
244WISDOMTREE TRWT49,010$4.0M0.11%
245AMGEN INCAMGN12,896$4.0M0.11%
246INVESCO ACTIVELY MANAGED EXCIVZ109,978$4.0M0.11%
247HUNTINGTON BANCSHARES INCHBANP265,411$4.0M0.11%
248BOOKING HOLDINGS INCBKNG750$4.0M0.11%
249T MOBILE US INCTMUSZ14,942$4.0M0.11%
250COCA COLA COKO55,226$4.0M0.11%
251INVESCO EXCHANGE TRADED FD TIVZ39,450$3.9M0.11%
252VANGUARD INDEX FDS92290855343,497$3.9M0.11%
253SEMPRASREA54,648$3.9M0.11%
254VANGUARD SPECIALIZED FUNDS92190884419,931$3.9M0.11%
255TYSON FOODS INCTSN59,271$3.8M0.10%
256INVESCO EXCH TRD SLF IDX FDIVZ193,702$3.8M0.10%
257SPDR SER TR78464A20145,259$3.8M0.10%
258SPDR SER TR78468R78884,765$3.8M0.10%
259ISHARES TR46428716827,890$3.7M0.10%
260J P MORGAN EXCHANGE TRADED F46654Q20372,227$3.7M0.10%
261AMERICAN EXPRESS COAXP13,818$3.7M0.10%
262INVESCO EXCH TRADED FD TR IIIVZ40,112$3.7M0.10%
263VANGUARD WHITEHALL FDS9219468853$3.7M0.10%
264EQUINIX INCEQIX4,448$3.6M0.10%
265VANGUARD WORLD FD92204A30627,793$3.6M0.10%
266CAPITAL GRP FIXED INCM ETF T14020Y508136,273$3.6M0.10%
267NIKE INCNKE54,817$3.6M0.10%
268SCHWAB STRATEGIC TR808524870132,437$3.6M0.10%
269INVESCO EXCH TRD SLF IDX FDIVZ171,864$3.6M0.10%
270CISCO SYS INCCSCO57,236$3.5M0.10%
271ISHARES GOLD TRIAU59,787$3.5M0.10%
272VANGUARD WORLD FD92204A7021,083$3.5M0.10%
273THE TRADE DESK INC88339J10562,070$3.4M0.09%
274VANECK ETF TRUST92189H40966,164$3.4M0.09%
275SPDR SER TR78464A375100,847$3.4M0.09%
276ISHARES TR46428865332,112$3.3M0.09%
277ISHARES INC46428652528,386$3.3M0.09%
278INVESCO EXCH TRD SLF IDX FDIVZ168,272$3.3M0.09%
279ISHARES TR46428888532,890$3.3M0.09%
280GE AEROSPACE3696043016,619$3.3M0.09%
281SPDR SER TR78464A83942,502$3.3M0.09%
282ISHARES TR46428772123,256$3.3M0.09%
283RTX CORPORATIONRTX24,540$3.3M0.09%
284ISHARES TR46428763021,357$3.2M0.09%
285INVESCO EXCH TRADED FD TR IIIVZ67,236$3.2M0.09%
286ISHARES TR46428747319,565$3.2M0.09%
287PEPSICO INCPEP21,022$3.2M0.09%
288ISHARES TR46432F39615,457$3.1M0.09%
289ISHARES TR46428743233,988$3.1M0.09%
290VANGUARD WORLD FD92204A87618,071$3.1M0.09%
291PHILLIPS EDISON CO INCPECO84,470$3.1M0.09%
292ABBOTT LABSABLZF23,199$3.1M0.08%
293JANUS DETROIT STR TR47103U75362,880$3.1M0.08%
294NORTHERN LTS FD TR IVNTRSO14,883$3.1M0.08%
295BANK AMERICA CORP06050510442,190$3.1M0.08%
296VANGUARD WORLD FD92204A20713,938$3.0M0.08%
297ISHARES TR46428750745,126$3.0M0.08%
298ISHARES TR46428749935,216$3.0M0.08%
299INVESCO EXCH TRD SLF IDX FDIVZ146,817$3.0M0.08%
300XCEL ENERGY INCXELLL38,740$3.0M0.08%
301ISHARES TR46428878621,484$3.0M0.08%
302SSGA ACTIVE ETF TR78467V103102,862$2.9M0.08%
303ALEXANDRIA REAL ESTATE EQ IN01527110931,588$2.9M0.08%
304SOUTHERN COSOMN31,722$2.9M0.08%
305VALERO ENERGY CORPVLO21,925$2.9M0.08%
306ISHARES TR46428866124,075$2.8M0.08%
307VANGUARD INDEX FDS92290865216,412$2.8M0.08%
308INVESCO EXCH TRD SLF IDX FDIVZ151,255$2.8M0.08%
309LOWES COS INC54866110712,007$2.8M0.08%
310INVESCO EXCHANGE TRADED FD TIVZ41,892$2.8M0.08%
311PACER FDS TR69374H85774,017$2.8M0.08%
312CAPITAL GRP FIXED INCM ETF T14020Y4090$2.8M0.08%
313SSGA ACTIVE ETF TR78467V84867,950$2.7M0.08%
314ISHARES TR46434V61358,581$2.7M0.07%
315ISHARES TR46428778823,452$2.6M0.07%
316OXFORD LANE CAP CORPOXLCZ555,267$2.6M0.07%
317ISHARES TR46428868784,737$2.6M0.07%
318AMERICAN ELEC PWR CO INC02553710123,663$2.6M0.07%
319MERCK CO INCMRK28,759$2.6M0.07%
320FIRST TR MULTI CAP GROWTH AL33733F10119,627$2.5M0.07%
321DEERE CODE5,287$2.5M0.07%
322PACER FDS TR69374H20471,188$2.5M0.07%
323VANGUARD INDEX FDS9229085384,764$2.4M0.07%
324ABRDN ETFS003261104112,858$2.4M0.07%
325MICROSTRATEGY INCSTRK8,316$2.4M0.07%
326QUALCOMM INCQCOM12,309$2.4M0.07%
327APPLIED MATLS INC03822210516,405$2.4M0.07%
328ISHARES TR4642876489,203$2.4M0.06%
329CINTAS CORPCTAS778$2.3M0.06%
330VANECK ETF TRUST92189H30092$2.3M0.06%
331SEI EXCHANGE TRADED FUNDS81589A10666,686$2.3M0.06%
332STARBUCKS CORPSBUX21,778$2.3M0.06%
333ISHARES TR46428766324,976$2.3M0.06%
334CAPITAL ONE FINL CORP14040H10512,794$2.3M0.06%
335SCHWAB STRATEGIC TR80852479782,017$2.3M0.06%
336SPDR SER TR78464A82128,819$2.3M0.06%
337ASML HOLDING N VASMLF3,440$2.3M0.06%
338HCA HEALTHCARE INCHCA6,458$2.2M0.06%
339SPDR S P MIDCAP 400 ETF TRMDY4,180$2.2M0.06%
340SELECT SECTOR SPDR TR81369Y80310,788$2.2M0.06%
341SPDR SER TR78468R81214,200$2.2M0.06%
342QUANTA SVCS INC74762E1028,728$2.2M0.06%
343WP CAREY INC92936U10934,692$2.2M0.06%
344ENERGY TRANSFER L PET-PI107,548$2.2M0.06%
345CENCORA INCCOR6,873$2.2M0.06%
346CME GROUP INCCME2,569$2.1M0.06%
347ISHARES TR46428815819,993$2.1M0.06%
348SCHWAB STRATEGIC TR80852484791,609$2.1M0.06%
349ISHARES TR46428759810,985$2.1M0.06%
350PARKER HANNIFIN CORPPH3,393$2.1M0.06%
351PFIZER INCPFE81,313$2.1M0.06%
352NORTHROP GRUMMAN CORPNOC3,965$2.0M0.06%
353FIRST TR EXCHANGE TRADED FD33739Q40833,833$2.0M0.06%
354SPDR SER TR78468R62221,204$2.0M0.06%
355LINDE PLCLIN4,296$2.0M0.06%
356CARDINAL HEALTH INCCAH14,253$2.0M0.05%
357ISHARES TR46428788715,699$2.0M0.05%
358S P GLOBAL INCSPGI3,840$2.0M0.05%
359ISHARES TR46428748116,551$1.9M0.05%
360WEC ENERGY GROUP INCWEC14,411$1.9M0.05%
361WISDOMTREE TRWT24,258$1.9M0.05%
362ARK ETF TR00214Q40120,297$1.9M0.05%
363INVESCO EXCH TRADED FD TR IIIVZ17,790$1.9M0.05%
364ADVANCED MICRO DEVICES INCAMD15,159$1.9M0.05%
365SCHRODINGER INCSDGR94,999$1.9M0.05%
366VANECK ETF TRUST92189F6768,858$1.9M0.05%
367VANGUARD WORLD FD92204A5047,039$1.9M0.05%
368VANGUARD INTL EQUITY INDEX F92204287426,527$1.9M0.05%
369PROSHARES TR74348A46718,093$1.8M0.05%
370SCHWAB STRATEGIC TR80852486275,217$1.8M0.05%
371TRANE TECHNOLOGIES PLCTT5,423$1.8M0.05%
372SPDR SER TR78464A65669,110$1.8M0.05%
373ISHARES TR46428864634,786$1.8M0.05%
374BOEING COBA-PA10,662$1.8M0.05%
375NOVO NORDISK A SNONOF25,788$1.8M0.05%
376CONOCOPHILLIPSCOP13,502$1.8M0.05%
377WILLIAMS COS INC96945710029,582$1.8M0.05%
378CLOUDFLARE INCNET14,795$1.8M0.05%
379NUVEEN PFD INCOME OPPORTUNNU197,854$1.8M0.05%
380ISHARES INC46434G78073,900$1.8M0.05%
381IQVIA HLDGS INCIQV9,923$1.7M0.05%
382SPDR SER TR78464A76312,715$1.7M0.05%
383SPDR SER TR78464A69830,322$1.7M0.05%
384J P MORGAN EXCHANGE TRADED F46641Q13426,994$1.7M0.05%
385EATON CORP PLCETN5,350$1.7M0.05%
386SELECT SECTOR SPDR TR81369Y88621,729$1.7M0.05%
387HOWMET AEROSPACE INCHWM13,144$1.7M0.05%
388SIMPLIFY EXCHANGE TRADED FUN82889N5250$1.7M0.05%
389TRAVELERS COMPANIES INCTRV6,417$1.7M0.05%
390SPDR SER TR78464A2841,550$1.7M0.05%
391GENERAL DYNAMICS CORPGD6,178$1.7M0.05%
392CAPITAL GROUP CORE BALANCED14021D10754,100$1.7M0.05%
393WISDOMTREE TRWT45,103$1.7M0.05%
394ISHARES TR46428828118,286$1.7M0.05%
395WISDOMTREE TRWT28,454$1.7M0.05%
396SILA REALTY TRUST INCSILA54,081$1.7M0.05%
397SPDR SER TR78468R64835,448$1.6M0.05%
398FIRST TR NASDAQ 100 TECH IND3373451029,478$1.6M0.05%
399LOCKHEED MARTIN CORPLMT3,677$1.6M0.05%
400ISHARES TR46429B60658,482$1.6M0.05%
401INVESCO ACTIVELY MANAGED EXCIVZ65,286$1.6M0.05%
402CAPITAL GROUP DIVIDEND VALUE14020W10626,958$1.6M0.05%
403ISHARES TR4642876144,505$1.6M0.04%
404SEI EXCHANGE TRADED FUNDS81589A70061,890$1.6M0.04%
405CHECK POINT SOFTWARE TECH LTM224651047,089$1.6M0.04%
406TJX COS INC NEW87254010913,207$1.6M0.04%
407ISHARES TR46428777020,457$1.6M0.04%
408CAMBRIA ETF TR13206120125,051$1.6M0.04%
409INTUITIVE SURGICAL INCISRG999$1.6M0.04%
410AMERICAN WTR WKS CO INC NEW03042010310,777$1.6M0.04%
411SIMPLIFY EXCHANGE TRADED FUN82889N69953,233$1.6M0.04%
412PIMCO ETF TR72201R58559,595$1.6M0.04%
413INVESCO CURRENCYSHARES BRIT46138M10912,352$1.5M0.04%
414ASTRAZENECA PLCAZN20,891$1.5M0.04%
415INTEL CORPINTC57,339$1.5M0.04%
416J P MORGAN EXCHANGE TRADED F46641Q37324,821$1.5M0.04%
417ISHARES INC46428680640,968$1.5M0.04%
418ISHARES TR46428781221,206$1.5M0.04%
419ISHARES TR4642885138,986$1.5M0.04%
420INVESCO CURRENCYSHARES JAPAN46138W10724,438$1.5M0.04%
421AMERICAN TOWER CORP NEW03027X1006,896$1.5M0.04%
422VERTEX PHARMACEUTICALS INCVRTX3,086$1.5M0.04%
423PACER FDS TR69374H70940,121$1.5M0.04%
424PALANTIR TECHNOLOGIES INCPLTR17,473$1.5M0.04%
425APPLOVIN CORPAPP5,546$1.5M0.04%
426ETF SER SOLUTIONS26922A42019,670$1.5M0.04%
427TEXAS INSTRS INC8825081046,481$1.5M0.04%
428OKTA INCOKTA13,796$1.5M0.04%
429HARTFORD FINL SVCS GROUP INCHIG-PG11,725$1.5M0.04%
430CARMAX INCKMX18,544$1.4M0.04%
431ISHARES TR46428769714,232$1.4M0.04%
432ISHARES TR4642875237,636$1.4M0.04%
433GLOBAL X FDS37954Y87162,459$1.4M0.04%
434LEIDOS HOLDINGS INCLDOS10,502$1.4M0.04%
435J P MORGAN EXCHANGE TRADED F46641Q65427,818$1.4M0.04%
436ISHARES INC46428675633,578$1.4M0.04%
437FIRST TRUST LRGCP GWT ALPHAD33735K10810,738$1.4M0.04%
438UNION PAC CORPUNP5,927$1.4M0.04%
439AFLAC INCAFL12,586$1.4M0.04%
440TIMOTHY PLAN88743232636,782$1.4M0.04%
441DIMENSIONAL ETF TRUST25434V40122,869$1.4M0.04%
442ENTERPRISE PRODS PARTNERS L29379210740,283$1.4M0.04%
443ISHARES TR46428729117,830$1.4M0.04%
444SPDR INDEX SHS FDS78463X41810,482$1.3M0.04%
445ENBRIDGE INCENNPF29,917$1.3M0.04%
446INVESCO EXCH TRD SLF IDX FDIVZ57,154$1.3M0.04%
447ARES CAPITAL CORPARCC57,140$1.3M0.04%
448FIRST TR EXCHANGE TRADED FD33733E3025,943$1.3M0.04%
449ISHARES TR46428737428,891$1.3M0.04%
450GRAYSCALE BITCOIN TRUST ETFGBTC20,049$1.3M0.04%
451VANECK ETF TRUST92189F79122,743$1.3M0.04%
452INVESCO EXCH TRD SLF IDX FDIVZ52,278$1.3M0.04%
453SPDR INDEX SHS FDS78463X43416,258$1.3M0.04%
454GLOBAL X FDS37954Y71544,925$1.3M0.04%
455GARMIN LTDGRMN5,843$1.3M0.04%
456BLACKROCK CORPOR HI YLD FD IBLK133,043$1.3M0.04%
457BANK NEW YORK MELLON CORP06405810015,083$1.3M0.03%
458INVESCO EXCHANGE TRADED FD TIVZ18,144$1.3M0.03%
459ISHARES TR46429B59824,450$1.3M0.03%
460ZSCALER INCZS6,355$1.3M0.03%
461VANGUARD SCOTTSDALE FDS92206C40915,964$1.3M0.03%
462INTUITINTU542$1.3M0.03%
463DAVIS FUNDAMENTAL ETF TR23908L40554,317$1.3M0.03%
464VANGUARD SCOTTSDALE FDS92206C77126,962$1.2M0.03%
465NORTHERN LTS FD TR IVNTRSO32,248$1.2M0.03%
466MICRON TECHNOLOGY INCMU11,546$1.2M0.03%
467GE VERNOVA INCGEV4,044$1.2M0.03%
468CONSOLIDATED EDISON INCED11,123$1.2M0.03%
469FIRST TR MORNINGSTAR DIVID L33691710928,304$1.2M0.03%
470VANGUARD BD INDEX FDS92193779317,446$1.2M0.03%
471AMERICAN CENTY ETF TR02507288513,292$1.2M0.03%
472UNITED PARCEL SERVICE INCUPS9,788$1.2M0.03%
473SPROTT FDS TRSII37,365$1.2M0.03%
474US BANCORP DELUSB-PS28,390$1.2M0.03%
475WELLTOWER INCWELL7,823$1.2M0.03%
476ISHARES BITCOIN TRUST ETFIBIT25,526$1.2M0.03%
477VANECK ETF TRUST92189F42971,134$1.2M0.03%
478HERSHEY COHSY6,934$1.2M0.03%
479DIMENSIONAL ETF TRUST25434V8729,843$1.2M0.03%
480DELL TECHNOLOGIES INCDELL12,944$1.2M0.03%
481FIRST TR EXCHANGE TRADED FD33734X84618,714$1.2M0.03%
482INFOSYS LTDINFY63,347$1.2M0.03%
483FIRST TR EXCHANGE TRADED FD33738R87833,240$1.2M0.03%
484ISHARES TR46428711914,344$1.2M0.03%
485BLACKROCK INCBLK1,215$1.1M0.03%
486ISHARES TR46428862022,473$1.1M0.03%
487ISHARES TR46435G47442,793$1.1M0.03%
488PRUDENTIAL FINL INCPUKPF10,258$1.1M0.03%
489DOMINION ENERGY INCD15,508$1.1M0.03%
490SPROTT PHYSICAL GOLD SILVESII40,211$1.1M0.03%
491ISHARES TR46428942013,901$1.1M0.03%
492SYNOPSYS INCSNPS2,659$1.1M0.03%
4933M COMMM7,729$1.1M0.03%
494UNILEVER PLCUNLYF12,609$1.1M0.03%
495FIRST TR EXCHANGE TRADED FD33738R30851,565$1.1M0.03%
496DIMENSIONAL ETF TRUST25434V65842,725$1.1M0.03%
497MCKESSON CORPMCK1,010$1.1M0.03%
498CAPITAL GRP FIXED INCM ETF T14020Y8880$1.1M0.03%
499CITIGROUP INCC-PR6,225$1.1M0.03%
500FIRST TR EXCHANGE TRADED FD33734X14310,590$1.1M0.03%