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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

Summit Financial, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001765536-25-000007

Total Value
$4.42B
Positions
809
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard TSM Idx;ETF9229087691,648,443$502.5M11.66%
2Vanguard FTSE xUS;ETF9220427753,430,347$230.6M5.35%
3iShares:Core S&P 500464287200186,655$115.9M2.69%
4Vanguard Gro Idx;ETF922908736237,854$104.4M2.42%
5APPLE INC.AAPL507,505$104.1M2.42%
6NVIDIA CORPORATIONNVDA602,850$95.3M2.21%
7MICROSOFT CORPORATIONMSFT185,451$92.2M2.14%
8SPDR S&P 500SPY142,948$88.6M2.05%
9Vanguard 500 Idx;ETF922908363137,724$78.5M1.82%
10BERKSHIRE HATHAWAY INC.BRK-A161,269$78.3M1.82%
11Vanguard Val Idx;ETF922908744425,301$75.6M1.75%
12AMAZON.COM, INC.AMZN308,445$67.7M1.57%
13Invesco QQQ Trust 1IVZ117,949$65.1M1.51%
14JPMORGAN CHASE & CO.VYLD166,679$48.3M1.12%
15Meta Platforms, Inc.META60,791$44.9M1.04%
16iShares:20 Trs Bd ETF464287432498,086$44.0M1.02%
17Vanguard SC V I;ETF922908611203,262$39.8M0.92%
18iShares:Core MSCI EAFE46432F842454,759$38.0M0.88%
19Vanguard MC V I;ETF922908512227,073$37.5M0.87%
20Vanguard Dev Mkt;ETF921943858650,132$37.1M0.86%
21iShares:Sh Dur Bd Act46431W507709,707$36.3M0.84%
22iShares:Sh Trs Bd ETF464288679292,466$32.3M0.75%
23Invesco S&P500 EWghtIVZ170,894$31.1M0.72%
24NETFLIX, INC.NFLX22,038$29.5M0.68%
25iShares:MSCI MV EAFE MVF46429B689348,672$29.3M0.68%
26Sel Sector:Util SPDR81369Y886358,714$29.3M0.68%
27BROADCOM INC.AVGO103,163$28.4M0.66%
28COSTCO WHOLESALE CORPORATION22160K10527,507$27.2M0.63%
29Wheaton Precious Metals Corp.WPM290,671$26.1M0.61%
30WALMART INC.WMT248,793$24.3M0.56%
31Vanguard Md-Cp I;ETF92290862986,019$24.2M0.56%
32iShares:Core US Agg Bd464287226241,108$23.9M0.55%
33iShares:Core S&P Md-Cp464287507383,816$23.8M0.55%
34iShares:Core Tot USD Bd46434V613514,749$23.8M0.55%
35SPDR Bbg 1-3 Mo T-Bill78468R663255,316$23.4M0.54%
36VanEck:MS Wide Moat92189F643246,382$23.1M0.54%
37iShares:MSCI Japan46434G822308,129$23.1M0.54%
38Invesco Dorsey Wright MoIVZ208,491$22.6M0.53%
39Vanguard Int Crp Bd;ETF92206C870271,631$22.5M0.52%
40SPDR Ptf S&P 500 Growth78464A409234,981$22.4M0.52%
41SPDR GoldGLD69,877$21.3M0.49%
42Vanguard Tot Bd;ETF921937835288,362$21.2M0.49%
43Vanguard S-C Id;ETF92290875184,832$20.2M0.47%
44iShares:Core S&P Tot USM464287150149,122$20.1M0.47%
45SPDR Dow Jones Indus Avg78467X10942,383$18.7M0.43%
46ALPHABET INC.GOOG97,269$17.3M0.40%
47IShares:Gold TrustIAU274,775$17.1M0.40%
48SPDR Ptf S&P 500 Value78464A508326,462$17.1M0.40%
49Vanguard EM St I;ETF922042858343,821$17.0M0.39%
50INTERNATIONAL BUSINESS MACHINES CORPORATIONINTR57,063$16.8M0.39%
51EXXON MOBIL CORPORATIONXOM148,363$16.0M0.37%
52iShares:Russ 1000 Gr46428761436,749$15.6M0.36%
53Schwab Str:IT US Tr ETF808524854612,910$15.3M0.36%
54iShares:Core MSCI EmMkts46434G103253,143$15.2M0.35%
55VISA INC.V42,149$15.0M0.35%
56Schwab Str:US LC Gro ETF808524300508,661$14.9M0.34%
57JOHNSON & JOHNSONJNJ96,363$14.7M0.34%
58iShares:1-5 IG Corp Bd464288646276,923$14.6M0.34%
59Vanguard Hi Dv Yld;ETF921946406103,247$13.8M0.32%
60TESLA, INC.TSLA43,142$13.7M0.32%
61iShares:Russ 2000 ETF46428765563,422$13.7M0.32%
62WisdomTree:Flt Rate TrsWT260,520$13.1M0.30%
63ENERGY TRANSFER UNTET-PI688,464$12.5M0.29%
64ABBVIE INC.ABBV65,655$12.2M0.28%
65iShares:JPM EM Hi Yld Bd464286285307,753$12.0M0.28%
66THE HOME DEPOT, INC.HD32,012$11.7M0.27%
67Schwab Str:US Lg Cap ETF808524201474,816$11.6M0.27%
68iShares:Russ 1000 Vl ETF46428759859,301$11.5M0.27%
69Sel Sector:Tech SPDR81369Y80345,036$11.4M0.26%
70ELI LILLY AND COMPANYLLY14,062$11.0M0.25%
71Invesco S&P500 Top50IVZ209,126$10.9M0.25%
72Schwab Str:US Div Eq ETF808524797405,457$10.7M0.25%
73Sel Sector:Finl S SPDR81369Y605204,878$10.7M0.25%
74iShares:MSCI USA QF46432F33958,611$10.7M0.25%
75GENERAL MOTORS COMPANY37045V100217,249$10.7M0.25%
76iShares:Russ 2000 Gr46428764837,303$10.7M0.25%
77AMERICAN EXPRESS COMPANYAXP33,169$10.6M0.25%
78FT:DJ Internet Index Fd33733E30239,239$10.6M0.25%
79iShares:7-10 Trs Bd464287440109,823$10.5M0.24%
80ORACLE CORPORATIONORCL-PD46,641$10.2M0.24%
81Schwab Str:US Br Mkt ETF808524102421,032$10.0M0.23%
82AT&T INC.T-PC340,306$9.8M0.23%
83Taiwan Semiconductor Manufacturing Co., Ltd.87403910043,162$9.8M0.23%
84FT III:Pfd Sec & Inc33739E108537,716$9.6M0.22%
85JPMorgan:BB Canada ETF46641Q225117,998$9.5M0.22%
86iShares:Core S&P Sm-Cp46428780486,953$9.5M0.22%
87MERCK & CO., INC.MRK118,529$9.5M0.22%
88FT ADEX:Financials ADEX33734X135162,813$9.1M0.21%
89BLACKSTONE INC.BX60,681$9.1M0.21%
90CAMECO CORPORATIONCCJ121,259$9.0M0.21%
91SPDR Ptf IT Corp Bond78464A375264,930$8.9M0.21%
92Schwab Str:Intl SCEq ETF808524888207,802$8.9M0.21%
93THE COCA-COLA COMPANYKO121,322$8.6M0.20%
94iShares:MSCI EAFE46428746595,555$8.5M0.20%
95Vanguard TE Bd I;ETF922907746171,657$8.4M0.20%
96Sel Sector:Energy SPDR81369Y50699,018$8.4M0.19%
97PIMCO Dynamic Income72201Y101435,437$8.4M0.19%
98MERCADOLIBRE, INC.MELI3,162$8.3M0.19%
99CISCO SYSTEMS, INC.CSCO118,021$8.2M0.19%
100ABBOTT LABORATORIESABLZF59,274$8.1M0.19%
101STRYKER CORPORATIONSYK20,317$8.1M0.19%
102Schwab Str:US TIPS808524870300,283$8.0M0.19%
103THE SOUTHERN COMPANYSOMN86,489$7.9M0.18%
104THE PROCTER & GAMBLE COMPANY74271810949,209$7.8M0.18%
105Vanguard Finl Indx;ETF92204A40561,367$7.8M0.18%
106VictoryII:VShs US500 VW92647N76686,218$7.6M0.18%
107FT ADEX:Ind/Prod Drbls33734X150100,381$7.5M0.17%
108iShares:Natl Muni Bond46428841471,106$7.4M0.17%
109Vanguard Div A I;ETF92190884436,126$7.4M0.17%
110Sprott Physical Silver Tr USDSII606,451$7.4M0.17%
111iShares:0-5 IG Corp Bd46434V100145,753$7.4M0.17%
112Vanguard Hlth Cr Idx;ETF92204A50429,513$7.3M0.17%
113HONEYWELL INTERNATIONAL INCORPORATION43851610631,376$7.3M0.17%
114ProShares:S&P 500 Dv Art74348A46770,759$7.2M0.17%
115iShares:iBoxx $IG Corp46428724265,183$7.1M0.17%
116VictoryII:VShs US LC HD92647N865106,437$7.1M0.16%
117iShares:India 50464289529129,032$7.0M0.16%
118Sprott Physical Gold TrustSII276,106$7.0M0.16%
119KKR & CO. INC.KKRT50,324$6.7M0.16%
120NEXTERA ENERGY, INC.NEE-PW95,470$6.6M0.15%
121FT ADEX:Utilities ADEX33734X184154,934$6.6M0.15%
122MORGAN STANLEYMS-PQ46,531$6.6M0.15%
123CHEVRON CORPORATIONCVX45,633$6.5M0.15%
124CROWDSTRIKE HOLDINGS, INC.CRWD12,694$6.5M0.15%
125VanEck:Urnium & Nuclr92189F60157,217$6.4M0.15%
126MASTERCARD INCORPORATED.MA11,288$6.3M0.15%
127Vanguard ST Corp Bd;ETF92206C40979,771$6.3M0.15%
128iShares:Core MSCI TIS46432F83481,803$6.3M0.15%
129S&P Global Inc.SPGI11,943$6.3M0.15%
130ADVANCED MICRO DEVICES, INC.AMD43,925$6.2M0.14%
131Schwab Str:Fund Intl Eq808524755155,323$6.2M0.14%
132Schwab Str:Intl Eqty ETF808524805280,304$6.2M0.14%
133MCDONALD'S CORPORATIONMCD20,710$6.1M0.14%
134iShares:MSCI USA MVF46429B69763,936$6.0M0.14%
135FT IV:Low Dur Opptys33739Q200121,814$6.0M0.14%
136THE TJX COMPANIES, INC.87254010948,477$6.0M0.14%
137BANK OF AMERICA CORPORATION060505104125,447$5.9M0.14%
138AUTOMATIC DATA PROCESSING, INC.ADP19,124$5.9M0.14%
139ENERGY FUELS INCORPORATEDUUUU1,026,663$5.9M0.14%
140iShares:iBoxx $HY Corp46428851373,035$5.9M0.14%
141Kayne Anderson Enrgy Inf486606106461,001$5.9M0.14%
142CYBERARK SOFTWARE LTD.M2682V10814,116$5.7M0.13%
143Nutrien Ltd.NTR97,312$5.7M0.13%
144SPDR S&P MidCap 400MDY10,047$5.7M0.13%
145iShares:Russ 2000 Vl ETF46428763035,890$5.7M0.13%
146Vanguard InfoTch Idx;ETF92204A7028,419$5.6M0.13%
147MFS Govt Markets Inc Tr5529391001,778,753$5.5M0.13%
148CAPITAL ONE FINANCIAL CORPORATION14040H10526,077$5.5M0.13%
149VERIZON COMMUNICATIONS INC.VZ126,875$5.5M0.13%
150THE MOSAIC COMPANYMOS150,290$5.5M0.13%
151Philip Morris International Inc.71817210929,060$5.3M0.12%
152BLACKROCK, INC.BLK5,076$5.3M0.12%
153THE WILLIAMS COMPANIES, INC.96945710084,486$5.3M0.12%
154THE BANK OF NEW YORK MELLON CORPORATION06405810058,167$5.3M0.12%
155Schwab Str:US LC Val ETF808524409188,606$5.2M0.12%
156THE GOLDMAN SACHS GROUP, INC.GSCE7,330$5.2M0.12%
157UNITEDHEALTH GROUP INCORPORATEDUNH16,616$5.2M0.12%
158Vanguard SC G Id;ETF92290859518,563$5.1M0.12%
159CONSTELLATION ENERGY CORPORATION.CEG15,941$5.1M0.12%
160THE WALT DISNEY COMPANY25468710640,854$5.1M0.12%
161PEPSICO, INC.PEP38,484$5.1M0.12%
162TEXAS INSTRUMENTS INCORPORATED88250810424,185$5.0M0.12%
163SUNOCO UNTSUN93,181$5.0M0.12%
164Vanguard Tot I S;ETF92190976869,975$4.8M0.11%
165AFLAC INCORPORATEDAFL45,755$4.8M0.11%
166INTUITIVE SURGICAL, INC.ISRG8,836$4.8M0.11%
167Chubb LtdCB16,410$4.8M0.11%
168CATERPILLAR INC.CAT12,246$4.8M0.11%
169REGENERON PHARMACEUTICALS, INC.REGN8,810$4.6M0.11%
170iShares:US Aer&Def ETF46428876024,199$4.6M0.11%
171SALESFORCE, INC.CRM16,532$4.5M0.10%
172ENTERPRISE PRODUCTS PARTNERS UNT293792107144,608$4.5M0.10%
173O'Reilly Automotive, Inc.67103H10749,333$4.4M0.10%
174iShares:Core S&P US Val46428766346,893$4.4M0.10%
175SPDR Bbg High Yield Bd78468R62245,438$4.4M0.10%
176Invesco S&P 500 QualIVZ61,968$4.4M0.10%
177iShares:JPM USD EM Bd46428828147,018$4.4M0.10%
178iShares:Russ Top 200 Gr46428943817,612$4.3M0.10%
179Denison Mines Corp.DNN2,379,247$4.3M0.10%
180ALBEMARLE CORPORATIONALB-PA68,164$4.3M0.10%
181LINDE PUBLIC LIMITED COMPANYLIN9,039$4.2M0.10%
182DEERE & COMPANYDE8,287$4.2M0.10%
183ACCENTURE PUBLIC LIMITED COMPANYACN14,121$4.2M0.10%
184SPDR S&P Global Ntrl Res78463X54177,595$4.2M0.10%
185URANIUM ENERGY CORP.UEC612,496$4.2M0.10%
186Sel Sector:C Dsc SPDR81369Y40719,141$4.2M0.10%
187UNION PACIFIC CORPORATIONUNP18,041$4.2M0.10%
188THE SHERWIN-WILLIAMS COMPANYSHW12,036$4.1M0.10%
189SPDR Ptf Dev World ex-US78463X889101,618$4.1M0.10%
190EQUITY RESIDENTIALEQR59,541$4.1M0.09%
191GENERAL ELECTRIC COMPANY36960430115,565$4.0M0.09%
192UBER TECHNOLOGIES, INC.UBER42,114$3.9M0.09%
193VictoryII:VShs WsEd USSc92647P12690,581$3.9M0.09%
194Glbl X Silver Miners ETF37954Y84880,552$3.9M0.09%
195AMGEN INC.AMGN13,829$3.9M0.09%
196Invesco S&P500 LowVlIVZ52,441$3.8M0.09%
197BROWN & BROWN, INC.BRO33,830$3.8M0.09%
198BADGER METER, INC.BMI15,182$3.7M0.09%
199COMMERCE BANCSHARES, INC.CBSH58,815$3.7M0.08%
200AMERIPRISE FINANCIAL, INC.03076C1066,842$3.7M0.08%
201Sel Sector:Indust SPDR81369Y70424,666$3.6M0.08%
202WESTERN GAS EQUITY PARTNERS COM UNTWES94,024$3.6M0.08%
203GENESIS ENERGY UNTGEL210,497$3.6M0.08%
204PALO ALTO NETWORKS, INC.PANW17,671$3.6M0.08%
205BRISTOL-MYERS SQUIBB COCELG-RI77,699$3.6M0.08%
206THE BOEING COMPANYBA-PA17,089$3.6M0.08%
207QUALCOMM INCORPORATEDQCOM22,319$3.6M0.08%
208FT:Capital Strength33733E10439,054$3.5M0.08%
209WisdomTree:Jpn Hdgd EqWT31,047$3.5M0.08%
210BOSTON SCIENTIFIC CORPORATIONBSX32,719$3.5M0.08%
211iShares:TIPS Bd ETF46428717631,847$3.5M0.08%
212iShares:Russ MC Gr46428748124,691$3.4M0.08%
213Altria Group, Inc.MO57,332$3.4M0.08%
214Vanguard RE Idx;ETF92290855338,273$3.4M0.08%
215SPDR EURO STOXX 5078463X20257,035$3.4M0.08%
216PARKER-HANNIFIN CORPORATIONPH4,834$3.4M0.08%
217LOWE'S COMPANIES, INC.54866110714,743$3.3M0.08%
218CHENIERE ENERGY, INC.LNG13,403$3.3M0.08%
219Fidelity MSCI Info Tech31609280816,520$3.3M0.08%
220ROPER TECHNOLOGIES, INC.ROP5,739$3.3M0.08%
221THE CHARLES SCHWAB CORPORATIONSCHW-PJ35,577$3.2M0.08%
222SOUTHERN COPPER CORPORATIONSCCO31,965$3.2M0.08%
223SERVICENOW, INC.NOW3,128$3.2M0.07%
224iShares:S&P 10046428710110,555$3.2M0.07%
225iShares:Pref and Inc Sec464288687104,371$3.2M0.07%
226PEMBINA PIPELINE CORPORATIONPPLOF84,458$3.2M0.07%
227AMERICAN ELECTRIC POWER COMPANY, INC.02553710130,310$3.1M0.07%
228WELLS FARGO & COMPANY94974610138,931$3.1M0.07%
229Spotify Technology SASPOT4,052$3.1M0.07%
230VanEck:Gold Miners92189F10659,553$3.1M0.07%
231UNITED RENTALS, INC.URI4,091$3.1M0.07%
232Vanguard Ext MI;ETF92290865215,837$3.1M0.07%
233RENAISSANCERE HOLDINGS LTD.RNR-PG12,162$3.0M0.07%
234Sel Sector:C Stp SPDR81369Y30836,174$2.9M0.07%
235INTUIT INC.INTU3,713$2.9M0.07%
236Vanguard Comm Indx;ETF92204A88417,089$2.9M0.07%
237Sel Sector:Comm Svc SPDR81369Y85226,739$2.9M0.07%
238EMERSON ELECTRIC CO.EMR21,756$2.9M0.07%
239PFIZER INC.PFE119,499$2.9M0.07%
240Sel Sector:H Care SPDR81369Y20921,369$2.9M0.07%
241SPDR Ptf Em Markets78463X50967,034$2.9M0.07%
242FT:MS Dividend Leaders33691710967,280$2.8M0.07%
243EATON CORPORATION PUBLIC LIMITED COMPANYETN7,843$2.8M0.06%
244WASTE MANAGEMENT, INC.94106L10912,168$2.8M0.06%
245MARSH & MCLENNAN COMPANIES, INC.57174810212,637$2.8M0.06%
246FT II:Cloud Computing33734X19222,690$2.8M0.06%
247MSA Safety IncorporatedMNESP16,449$2.8M0.06%
248GILEAD SCIENCES, INC.GILD24,806$2.8M0.06%
249REPUBLIC SERVICES, INC.76075910011,100$2.7M0.06%
250UNITED PARCEL SERVICE, INC.UPS27,029$2.7M0.06%
251Simplify High Yield82889N830116,379$2.7M0.06%
252PIMCO ETF:Inv Gr Crp Bnd72201R81727,632$2.7M0.06%
253APPLIED MATERIALS, INC.03822210514,557$2.7M0.06%
254MICRON TECHNOLOGY, INC.MU21,507$2.7M0.06%
255SPDR Blackstone Sr Loan78467V60863,234$2.6M0.06%
256CARLISLE COMPANIES INCORPORATED1423391006,879$2.6M0.06%
257WEST PHARMACEUTICAL SERVICES, INC.95530610511,693$2.6M0.06%
258ONEOK, INC.OKE31,195$2.5M0.06%
259Trane Technologies plcTT5,814$2.5M0.06%
260Vanguard Lg-Cp I;ETF9229086378,669$2.5M0.06%
261Schwab Str:US Sm Cap ETF80852460797,822$2.5M0.06%
262iShares:Cr MSCI Intl DM46435G32632,363$2.5M0.06%
263DRAFTKINGS INC.DKNG57,226$2.5M0.06%
264CONOCOPHILLIPSCOP27,303$2.5M0.06%
265FREEPORT-MCMORAN INC.FCX56,378$2.4M0.06%
266STANLEY BLACK & DECKER, INC.SWK35,485$2.4M0.06%
267FRONTLINE PLCFRO145,000$2.4M0.06%
268Cboe Global Markets, Inc.12503M10810,036$2.3M0.05%
269FT:Water33733B10021,613$2.3M0.05%
270SEABRIDGE GOLD INC.SA160,000$2.3M0.05%
271PROSPERITY BANCSHARES, INC.PB32,789$2.3M0.05%
272ANALOG DEVICES, INC.ADI9,579$2.3M0.05%
273iShares:Semiconductor4642875239,513$2.3M0.05%
274LOCKHEED MARTIN CORPORATIONLMT4,901$2.3M0.05%
275iShares:MSCI EAFE Gro46428888520,026$2.2M0.05%
276Vanguard FTSExUSSC;ETF92204271816,586$2.2M0.05%
277DYNEX CAPITAL, INC.DX-PC179,078$2.2M0.05%
278PHILLIPS 66PSX18,575$2.2M0.05%
279ROCKWELL AUTOMATION, INC.ROK6,530$2.2M0.05%
280DUKE ENERGY CORPORATIONDUKB18,124$2.1M0.05%
281Invesco R US 1KIVZ50,508$2.1M0.05%
282iShares:S&P SC 600 Val46428787921,263$2.1M0.05%
283Harmony Gold Mining Company LimitedHGMCF151,286$2.1M0.05%
284SHAKE SHACK INC.SHAK14,967$2.1M0.05%
285SUNCOR ENERGY INC.SU55,722$2.1M0.05%
286ADOBE INC.ADBE5,323$2.1M0.05%
287Glbl X Uranium ETF37954Y87152,993$2.1M0.05%
288ANAVEX LIFE SCIENCES CORP.AVXL222,978$2.1M0.05%
289STARBUCKS CORPORATIONSBUX22,344$2.0M0.05%
290iShares:Curr Hgd Euro46434V63949,407$2.0M0.05%
291MEDTRONIC PUBLIC LIMITED COMPANYMDT22,844$2.0M0.05%
292AGNC INVESTMENT CORP.00123Q104212,461$2.0M0.05%
293AMERICAN TOWER CORPORATION03027X1008,845$2.0M0.05%
294METLIFE, INC.MET-PF24,444$2.0M0.05%
295FT IV:Enhanced Short Mat33739Q40832,484$2.0M0.05%
296Vanguard Int-T B;ETF92193781925,091$1.9M0.05%
297AGNICO EAGLE MINES LIMITEDAEM16,241$1.9M0.04%
298iShares:Russ 1000 ETF4642876225,648$1.9M0.04%
299CVS HEALTH CORPORATIONCVS27,569$1.9M0.04%
300FORTRESS BIOTECH, INC.FBIOP1,015,844$1.9M0.04%
301iShares:MSCI ACWI46428825714,610$1.9M0.04%
302iShares:US Tech46428772110,791$1.9M0.04%
303iShares:Core S&P US Gr46428767112,406$1.9M0.04%
304THERMO FISHER SCIENTIFIC INCORPORATEDTMO4,538$1.8M0.04%
305REALTY INCOME CORPORATIONO31,914$1.8M0.04%
306Robo Glbl Robots & Auto30150570730,577$1.8M0.04%
307KB HOMEKBH34,062$1.8M0.04%
308DELTA AIR LINES, INC.DAL36,558$1.8M0.04%
309CRH PUBLIC LIMITED COMPANYCRH19,559$1.8M0.04%
310REGIONS FINANCIAL CORPORATIONRF-PF75,524$1.8M0.04%
311Brookfield Corporation11271J10728,946$1.8M0.04%
312CHIPOTLE MEXICAN GRILL, INC.CMG31,782$1.8M0.04%
313U.S. BANCORPUSB-PS38,802$1.8M0.04%
314CITIGROUP INC.C-PR20,646$1.8M0.04%
315VERISK ANALYTICS, INC.VRSK5,605$1.7M0.04%
316BOOKING HOLDINGS INC.BKNG301$1.7M0.04%
317ROYAL CARIBBEAN CRUISES LTD.V7780T1035,532$1.7M0.04%
318MARRIOTT INTERNATIONAL, INC.5719032026,286$1.7M0.04%
319Glbl X Copper Miners ETF37954Y83037,622$1.7M0.04%
320THE PROGRESSIVE CORPORATION7433151036,373$1.7M0.04%
321Schwab Str:US REIT80852484780,060$1.7M0.04%
322Vanguard ST IPSI;ETF92202080533,468$1.7M0.04%
323DOUGLAS EMMETT, INC.DEI109,769$1.7M0.04%
324IShares:Silver TrustSLV50,791$1.7M0.04%
325VanEck:Semiconductor92189F6765,867$1.6M0.04%
326MFS High Inc Muni59318D104456,700$1.6M0.04%
327Eaton Vance Ltd Dur IncETN158,758$1.6M0.04%
328ON SEMICONDUCTOR CORPORATIONON30,865$1.6M0.04%
329GENERAL DYNAMICS CORPORATIONGD5,460$1.6M0.04%
330SPDR S&P Aero&Def78464A6317,550$1.6M0.04%
331iShares:Curr Hgd EAFE46434V80341,876$1.6M0.04%
332VanEck:JPM EM LC Bond92189H30062,606$1.6M0.04%
333PAYCHEX, INC.PAYX10,892$1.6M0.04%
334NIKE, INC.NKE22,125$1.6M0.04%
335Gabelli Div & Inc36242H10460,389$1.6M0.04%
336Glbl X Rob & Art Intel37954Y71547,750$1.6M0.04%
337WORKDAY, INC.WDAY6,476$1.6M0.04%
338EOG RESOURCES, INC.EOG12,984$1.6M0.04%
339Schwab Str:US Md Cp ETF80852450854,356$1.5M0.04%
340NXG Cushing Mdstrm EnrgySRV35,932$1.5M0.04%
341TRACTOR SUPPLY COMPANYTSCO28,565$1.5M0.03%
342Vrts Convert & Income92838X805104,944$1.5M0.03%
343iShares:S&P 500 Gro46428730913,534$1.5M0.03%
344FT:NSDQ-100-Technology3373451026,913$1.5M0.03%
345CHURCH & DWIGHT CO., INC.CHD15,288$1.5M0.03%
346WisdomTree:India EarnsWT30,758$1.5M0.03%
347MICROSTRATEGY INCORPORATEDSTRK3,582$1.4M0.03%
348Mondelez International, Inc.60920710521,143$1.4M0.03%
349FT ADEX:Large Cap Core33734K10913,056$1.4M0.03%
350BROADRIDGE FINANCIAL SOLUTIONS, INC.11133T1035,791$1.4M0.03%
351CINTAS CORPORATIONCTAS6,321$1.4M0.03%
352BARRICK MINING CORPORATION06849F10867,369$1.4M0.03%
353ARES CAPITAL CORPORATION.ARCC63,653$1.4M0.03%
354COLGATE-PALMOLIVE COMPANYCL15,341$1.4M0.03%
355Vanguard Util Indx;ETF92204A8767,781$1.4M0.03%
356iShares:ST Nat Muni Bond46428815812,690$1.3M0.03%
357T-MOBILE US, INC.TMUSZ5,657$1.3M0.03%
3583M COMPANYMMM8,803$1.3M0.03%
359NORTHROP GRUMMAN CORPORATIONNOC2,678$1.3M0.03%
360APOLLO GLOBAL MANAGEMENT, INC.03769M1069,391$1.3M0.03%
361W.P. CAREY INC.92936U10920,977$1.3M0.03%
362WARNER BROS. DISCOVERY, INC.WBD115,687$1.3M0.03%
363KraneShs:CSI China Intrt50076730638,508$1.3M0.03%
364MCKESSON CORPORATIONMCK1,798$1.3M0.03%
365iShares:S&P 500 Val4642874086,633$1.3M0.03%
366Invesco Water ResIVZ18,513$1.3M0.03%
367FS KKR CAPITAL CORP.FSK60,327$1.3M0.03%
368DHT HOLDINGS, INC.DHT118,327$1.3M0.03%
369SPDR S&P Dividend78464A7639,400$1.3M0.03%
370Cenovus Energy Inc.CVE92,503$1.3M0.03%
371iShares:Biotechnology4642875569,800$1.2M0.03%
372KINDER MORGAN, INC.EP-PC42,057$1.2M0.03%
373AIR PRODUCTS AND CHEMICALS, INC.AIIR4,373$1.2M0.03%
374DOVER CORPORATIONDOV6,712$1.2M0.03%
375IRON MOUNTAIN INCORPORATED46284V10111,882$1.2M0.03%
376INTEL CORPORATIONINTC54,434$1.2M0.03%
377APPLOVIN CORPORATIONAPP3,472$1.2M0.03%
378INTERCONTINENTAL EXCHANGE, INC.45866F1046,613$1.2M0.03%
379JEFFERIES FINANCIAL GROUP INC.47233W10922,165$1.2M0.03%
380OMEGA HEALTHCARE INVESTORS, INC.68193610033,059$1.2M0.03%
381Invesco CEF IncomeIVZ61,860$1.2M0.03%
382iShares:Expand Tch-Sftwr46428751511,019$1.2M0.03%
383DANAHER CORPORATION2358511026,057$1.2M0.03%
384PIMCO ETF:1-5 Yr US TIPS72201R20522,203$1.2M0.03%
385Enbridge Inc.ENNPF26,141$1.2M0.03%
386AMERICAN WATER WORKS COMPANY, INC.0304201038,507$1.2M0.03%
387Invesco SemiconductorsIVZ19,656$1.2M0.03%
388LyondellBasell Industries NVLYB20,244$1.2M0.03%
389WisdomTree:US MidCpWT18,878$1.2M0.03%
390DELL TECHNOLOGIES INC.DELL9,393$1.2M0.03%
391ALPS Sect Div Dogs00162Q85820,031$1.2M0.03%
392ARK Next Gen Int00214Q4017,734$1.1M0.03%
393CSX CorporationCSX34,972$1.1M0.03%
394Tennessee Valley AuthorityTVC48,927$1.1M0.03%
395CADENCE DESIGN SYSTEMS, INC.CDNS3,684$1.1M0.03%
396ROYAL BANK OF CANADA7800871028,543$1.1M0.03%
397Carnival CorpCUKPF39,811$1.1M0.03%
398PLAINS ALL AMERICAN PIPELINE UNT72650310560,668$1.1M0.03%
399FAIR ISAAC CORPORATIONFICO608$1.1M0.03%
400MOODY'S CORPORATIONMCO2,210$1.1M0.03%
401VALMONT INDUSTRIES, INC.9202531013,378$1.1M0.03%
402Lineage, Inc.LINE25,041$1.1M0.03%
403SYNOPSYS, INC.SNPS2,150$1.1M0.03%
404PAYPAL HOLDINGS, INC.PYPL14,767$1.1M0.03%
405WEC ENERGY GROUP INC.WEC10,466$1.1M0.03%
406iShares:S&P MC 400 Gro46428760611,722$1.1M0.02%
407Invesco Bybck AchIVZ8,622$1.1M0.02%
408ILLINOIS TOOL WORKS INC.4523081094,247$1.1M0.02%
409AMPHENOL CORPORATION03209510110,649$1.1M0.02%
410PROLOGIS, INC.PLDGP9,995$1.1M0.02%
411SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANYSE7,227$1.0M0.02%
412iShares:MSCI EM MV F46428653316,554$1.0M0.02%
413Alerian MLP00162Q45221,126$1.0M0.02%
414SUBURBAN PROPANE PARTNERS COM UNTSPH54,049$1.0M0.02%
415TARGA RESOURCES CORP.TRGP5,709$993,8230.02%
416OLD REPUBLIC INTERNATIONAL CORPORATION68022310425,632$985,2940.02%
417Tennessee Valley Authority88059130041,356$967,7300.02%
418SYNCHRONY FINANCIALSYF-PB14,437$963,4930.02%
419NORFOLK SOUTHERN CORPORATION6558441083,746$958,8980.02%
420PIMCO ETF:Enh SM Act ETF72201R8339,462$951,2980.02%
421Fidelity MSCI Financials31609250112,816$948,8970.02%
422THE CIGNA GROUP1255231002,856$944,2300.02%
423FEDERAL REALTY INVESTMENT TRUST3137451019,913$941,6600.02%
424IDEXX LABORATORIES, INC.45168D1041,754$940,7240.02%
425Vanguard Tot Itl BI;ETF92203J40718,775$929,5570.02%
426Nuveen Quality Muni IncNU79,907$908,0130.02%
427MURPHY OIL CORPORATIONMUR40,285$906,4130.02%
428MARATHON PETROLEUM CORPORATIONMARA5,433$902,4130.02%
429FEDEX CORPORATIONFDX3,932$899,5550.02%
430ARCHER-DANIELS-MIDLAND COMPANY.ADM16,957$894,9930.02%
431WELLTOWER INC.WELL5,811$893,3340.02%
432OCCIDENTAL PETROLEUM CORPORATION67459910521,121$892,3090.02%
433CORNING INCORPORATEDGLW16,892$888,3600.02%
434iShares:S&P MC 400 Val4642877057,096$876,9780.02%
435ARTHUR J. GALLAGHER & CO.3635761092,730$874,0510.02%
436TARGET CORPORATIONTGT8,858$873,8710.02%
437GRAYSCALE BITCOIN TRUST (BTC)GBTC10,279$871,9680.02%
438CME GROUP INC.CME3,163$871,9150.02%
439abrdn Tot Dynamic DivAOD98,306$870,9920.02%
440KIMBERLY-CLARK CORPORATIONKMB6,687$870,1770.02%
441iShares:MSCI Gl MV Fctr4642865257,318$867,6950.02%
442iShares:Russ MC Val4642874736,535$863,5650.02%
443JACK HENRY & ASSOCIATES, INC.4262811014,763$858,1310.02%
444CMS ENERGY CORPORATIONCMS-PC12,383$857,8930.02%
445Vale SAVALE88,331$857,6940.02%
446abrdn Healthcare OppsTHQ46,443$854,0800.02%
447DEVON ENERGY CORPORATION25179M10326,574$845,3130.02%
448Vanguard Itl D A;ETF9219468109,364$843,8500.02%
449Vanguard Cnsmr Dis;ETF92204A1082,326$842,5950.02%
450ASML Holding NVASMLF1,046$838,4380.02%
451JOHNSON CONTROLS INTERNATIONAL PLCG515021057,871$834,2530.02%
452TRANSDIGM GROUP INCORPORATEDTDG548$834,0040.02%
453VERTEX PHARMACEUTICALS INCORPORATEDVRTX1,873$833,8600.02%
454SPDR S&P Homebuilders78464A8888,459$833,8040.02%
455PPG INDUSTRIES, INC.6935061077,301$830,4900.02%
456THE KROGER CO.KR11,569$829,8110.02%
457ECOLAB INC.ECL3,070$829,2160.02%
458Vanguard Cnsmr Stp;ETF92204A2073,709$812,2950.02%
459WEYERHAEUSER COMPANYWY31,169$800,7330.02%
460THE TRADE DESK, INC.88339J10511,026$793,7830.02%
461PRUDENTIAL FINANCIAL, INC.PUKPF7,360$790,7460.02%
462FT IV:Tact High Yield33738D40818,911$790,6570.02%
463Eaton Vance T-M D-E IncETN51,079$790,1920.02%
464Schwab Str:Fund EM Eq80852473023,922$789,6670.02%
465SYSCO CORPORATIONSYY10,409$788,3430.02%
466Fidelity MSCI Cons Discr3160922048,277$778,6170.02%
467Fidelity MSCI Hlth Care31609260012,105$774,1150.02%
468LAM RESEARCH CORPORATIONLRCX7,905$771,2530.02%
469Schlumberger N.V.SLB22,618$770,5440.02%
470Nuveen AMT-Free Mu Cr INU64,131$769,0800.02%
471VERISIGN, INC.VRSN2,657$767,3800.02%
472Novo Nordisk A/SNONOF11,045$762,3430.02%
473Sel Sector:Rl Est SPDR81369Y86018,363$760,6020.02%
474CONSTELLATION BRANDS, INC.STZ4,660$758,1670.02%
475WisdomTree:US LgCp DivWT9,130$749,9380.02%
476ZOETIS INC.ZTS4,801$748,7230.02%
477iShares:MBS ETF4642885887,957$747,0830.02%
478HERCULES CAPITAL, INC.HCXY40,817$746,1350.02%
479ARISTA NETWORKS, INC.ANET7,287$745,5330.02%
480NOV INC.NOV59,872$744,2090.02%
481iShares:MSCI EAFE Sm-Cp46428827310,228$743,3470.02%
482iShares:US Med Dev ETF46428881011,866$743,2660.02%
483EQT CORPORATIONEQT12,674$739,1490.02%
484ANNALY CAPITAL MANAGEMENT, INC.NLY-PJ37,862$739,0590.02%
485FT VI:DW Focus 533738R60512,453$737,9470.02%
486L3HARRIS TECHNOLOGIES, INC.LHX2,922$732,9710.02%
487Nuveen VA Qlty Muni IncNU64,719$728,7360.02%
488iShares:MSCI USA Mom Fct46432F3963,028$727,6360.02%
489iShares:Floating Rt Bond46429B65514,248$726,9430.02%
490Invesco Senior LoanIVZ34,683$725,5770.02%
491iShares:Exp Tech Sector4642875496,447$724,2560.02%
492FORTINET, INC.FTNT6,827$721,7240.02%
493iShares:Lat Amer 4046428739027,136$711,2350.02%
494LENNOX INTERNATIONAL INC.5261071071,206$692,9580.02%
495Amplify Cybersecurity0321086647,990$690,1140.02%
496EQUINIX, INC.EQIX864$687,6560.02%
497SPDR Ptf S&P 600 SC78468R85316,034$683,0590.02%
498NORDSON CORPORATIONNDSN3,171$682,2300.02%
499DIGITAL REALTY TRUST, INC.2538681033,901$680,0030.02%
500DIAMONDBACK ENERGY, INC.FANG4,924$676,5960.02%