Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Avion Wealth

Quarter ended Q3 2024 · Filed October 18, 2024 · Accession 0001792704-24-000013

Total Value
$382,092
Positions
1,315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438581,064,777$56,23014.75%
2VANGUARD BD INDEX FDS92203C3031,013,771$50,62713.28%
3VANGUARD INDEX FDS92290836362,837$33,1578.70%
4VANGUARD CHARLOTTE FDS92203J407591,285$29,7297.80%
5VANGUARD WHITEHALL FDS921946406165,571$21,2265.57%
6VANGUARD INDEX FDS922908512119,599$20,0535.26%
7VANGUARD INDEX FDS92290861189,767$18,0234.73%
8VANGUARD INDEX FDS92290876958,669$16,6124.36%
9VANGUARD INDEX FDS922908553164,316$16,0074.20%
10DIMENSIONAL ETF TRUST25434V708327,813$11,2402.95%
11VANGUARD INDEX FDS92290862941,089$10,8402.84%
12PIMCO ETF TR72201R83395,543$9,6202.52%
13ISHARES TR46432F84291,638$7,1521.88%
14VANGUARD INDEX FDS92290873611,903$4,5691.20%
15VANGUARD INTL EQUITY INDEX F92204285882,737$3,9581.04%
16VANGUARD BD INDEX FDS92193782749,300$3,8791.02%
17APPLE INCAAPL15,405$3,5890.94%
18SERVICE CORP INTL81756510435,100$2,7700.73%
19EXXON MOBIL CORPXOM22,075$2,5870.68%
20KINDER MORGAN INC DELEP-PC113,447$2,5060.66%
21HALLIBURTON COHAL82,070$2,3840.63%
22VANGUARD WORLD FD92204A40520,034$2,2010.58%
23BOEING COBA-PA13,347$2,0290.53%
24ENTERPRISE PRODS PARTNERS L29379210759,366$1,7280.45%
25MICROSOFT CORPMSFT3,896$1,6760.44%
26SPDR SER TR78464A60714,949$1,5950.42%
27VANGUARD ADMIRAL FDS INC9219327038,259$1,5750.41%
28ISHARES TR46428722615,398$1,5590.41%
29SCHWAB STRATEGIC TR80852483928,153$1,3370.35%
30BERKSHIRE HATHAWAY INC DELBRK-A2,715$1,2490.33%
31VANGUARD WORLD FD92204A30610,108$1,2370.32%
32ISHARES TR46428780410,117$1,1830.31%
33AMAZON COM INCAMZN6,076$1,1320.30%
34VANGUARD INTL EQUITY INDEX F92204277517,959$1,1310.30%
35BERKSHIRE HATHAWAY INC DELBRK-A1,897$8730.23%
36ENERGY TRANSFER L PET-PI53,725$8620.23%
37LGI HOMES INCLGIH7,082$8390.22%
38TESLA INCTSLA3,186$8330.22%
39ISHARES TR4642872001,439$8300.22%
40WELLS FARGO CO NEW94974610114,018$7910.21%
41VANGUARD MALVERN FDS92202080515,482$7630.20%
42ELI LILLY & COLLY701$6210.16%
43NVIDIA CORPORATIONNVDA4,746$5760.15%
44META PLATFORMS INCMETA1,003$5740.15%
45CHEVRON CORP NEWCVX3,614$5320.14%
46ALPHABET INCGOOG3,196$5300.14%
47UNION PAC CORPUNP2,047$5040.13%
48UNITED AIRLS HLDGS INCUNTCW8,571$4890.13%
49VANGUARD SCOTTSDALE FDS92206C1028,040$4740.12%
50ISHARES TR4642875077,435$4630.12%
51WISDOMTREE TRWT9,783$4590.12%
52INTUITIVE SURGICAL INCISRG935$4590.12%
53VANGUARD SPECIALIZED FUNDS9219088442,238$4430.12%
54THERMO FISHER SCIENTIFIC INCTMO717$4430.12%
55SPDR GOLD TRGLD1,815$4410.12%
56WP CAREY INC92936U1096,413$3990.10%
57ISHARES INC46434G1036,613$3790.10%
58WALMART INCWMT4,648$3750.10%
59SYSCO CORPSYY4,446$3470.09%
60DEVON ENERGY CORP NEW25179M1038,628$3370.09%
61WISDOMTREE TRWT8,437$3310.09%
62ISHARES TR46432F3391,774$3180.08%
63SABA CAPITAL INCOME & OPPORTBRW37,091$3150.08%
64ISHARES TR4642871502,407$3020.08%
65ISHARES TR4642871682,176$2930.08%
66ISHARES TR4642878792,693$2890.08%
67SELECT SECTOR SPDR TR81369Y6056,039$2730.07%
68CONSOLIDATED EDISON INCED2,560$2660.07%
69ISHARES TR4642874653,152$2630.07%
70INVESCO QQQ TRIVZ539$2630.07%
71ISHARES INC46434G7644,142$2530.07%
72RTX CORPORATIONRTX2,005$2420.06%
73CONOCOPHILLIPSCOP2,284$2400.06%
74SELECT SECTOR SPDR TR81369Y8031,053$2370.06%
75MERCK & CO INCMRK2,071$2350.06%
76VANGUARD INDEX FDS922908637886$2330.06%
77BROADCOM INCAVGO1,356$2330.06%
78AMERICAN CENTY ETF TR0250726043,610$2330.06%
79HOME DEPOT INCHD571$2310.06%
80THIRD COAST BANCSHARES INCTCBX8,300$2220.06%
81SCHWAB STRATEGIC TR8085245082,624$2170.06%
82WISDOMTREE TRWT4,854$2130.06%
83AUTOMATIC DATA PROCESSING INADP734$2030.05%
84NETFLIX INCNFLX269$1900.05%
85AMERICAN EXPRESS COAXP674$1820.05%
86PACER FDS TR69374H1053,201$1680.04%
87SELECT SECTOR SPDR TR81369Y7041,203$1620.04%
88ISHARES TR4642876631,669$1590.04%
89SPDR SER TR78464A4091,912$1580.04%
90LOCKHEED MARTIN CORPLMT270$1570.04%
91SPDR S&P 500 ETF TRSPY271$1550.04%
92STARBUCKS CORPSBUX1,566$1520.04%
93CALAVO GROWERS INCCVGW5,154$1470.04%
94ISHARES TR464287655668$1470.04%
95UNITEDHEALTH GROUP INCUNH249$1450.04%
96VALHI INC NEW9189052094,372$1450.04%
97JPMORGAN CHASE & CO.VYLD686$1440.04%
98VANGUARD BD INDEX FDS9219378351,919$1440.04%
99BANK AMERICA CORP0605051043,580$1420.04%
100EOG RES INCEOG1,140$1400.04%
101SELECT SECTOR SPDR TR81369Y407672$1340.04%
102EATON CORP PLCETN406$1340.04%
103SELECT SECTOR SPDR TR81369Y209869$1330.03%
104VANGUARD WORLD FD92204A207597$1300.03%
105JOHNSON & JOHNSONJNJ800$1290.03%
106ENBRIDGE INCENNPF3,170$1280.03%
107SELECT SECTOR SPDR TR81369Y8521,386$1250.03%
108MOTOROLA SOLUTIONS INCMSI279$1250.03%
109ONEOK INC NEWOKE1,345$1220.03%
110VISA INCV440$1200.03%
111MCDONALDS CORPMCD397$1200.03%
112LOWES COS INC548661107429$1160.03%
113ISHARES TR464288760767$1140.03%
114SHOPIFY INCSHOP1,406$1120.03%
115CATERPILLAR INCCAT288$1120.03%
116MICROCHIP TECHNOLOGY INC.MCHPP1,393$1110.03%
117CITIGROUP INCC-PR1,785$1110.03%
118IRON MTN INC DEL46284V101912$1080.03%
119TEXAS INSTRS INC882508104527$1080.03%
120PHILLIPS 66PSX810$1060.03%
121TIDAL TR II88634T60010,000$1050.03%
122COCA COLA COKO1,458$1040.03%
123EATON VANCE TAX-MANAGED BUY-ETN7,561$1040.03%
124PIMCO ETF TR72201R7751,081$1020.03%
125MCKESSON CORPMCK208$1020.03%
126ALTRIA GROUP INCMO1,957$990.03%
127CHUBB LIMITEDCB335$960.03%
128DISNEY WALT CO254687106999$960.03%
129TRINET GROUP INCTNET941$910.02%
130COSTCO WHSL CORP NEW22160K10599$870.02%
131ALPHABET INCGOOG519$860.02%
132BP PLCBPPFF2,748$860.02%
133COINBASE GLOBAL INCCOIN464$820.02%
134MARATHON PETE CORPMARA504$820.02%
135SHELL PLCRYDAF1,249$820.02%
136ISHARES TR4642886872,465$810.02%
137GENESIS ENERGY L PGEL6,000$800.02%
138SCHWAB STRATEGIC TR8085248051,960$800.02%
139NUCOR CORPNUE531$790.02%
140DARDEN RESTAURANTS INCDRI487$790.02%
141SOFI TECHNOLOGIES INCSOFI10,073$790.02%
142COMCAST CORP NEWCCZ1,872$780.02%
143PROCTER AND GAMBLE CO742718109440$760.02%
144MICRON TECHNOLOGY INCMU727$750.02%
145CHENIERE ENERGY INCLNG422$750.02%
146VENTAS INCVTR1,177$750.02%
147AMGEN INCAMGN233$740.02%
148ISHARES TR464287697720$730.02%
149SCHWAB STRATEGIC TR808524300710$730.02%
150INVESCO EXCHANGE TRADED FD TIVZ1,830$710.02%
151DEERE & CODE167$690.02%
152SCHWAB STRATEGIC TR8085246071,327$680.02%
153INTERNATIONAL BUSINESS MACHSINTR310$680.02%
154CISCO SYS INCCSCO1,279$680.02%
155ISHARES TR464287614183$680.02%
156MASTERCARD INCORPORATEDMA139$680.02%
157INVESCO EXCH TRADED FD TR IIIVZ331$660.02%
158ABBVIE INCABBV335$660.02%
159VANGUARD INDEX FDS922908744377$650.02%
160TJX COS INC NEW872540109561$650.02%
161VANGUARD SCOTTSDALE FDS92206C7061,066$640.02%
162SCHWAB STRATEGIC TR808524201909$610.02%
163ISHARES TR464288513755$600.02%
164ISHARES TR46435G326835$590.02%
165VANGUARD INTL EQUITY INDEX F922042742460$550.01%
166PEPSICO INCPEP320$540.01%
167PFIZER INCPFE1,858$530.01%
168NEXTERA ENERGY INCNEE-PW618$520.01%
169MAIN STR CAP CORP56035L1041,000$500.01%
170ISHARES TR464287564760$500.01%
171INVESCO EXCHANGE TRADED FD TIVZ1,230$490.01%
172COLGATE PALMOLIVE COCL463$480.01%
173ISHARES TR464288208643$480.01%
174VANGUARD INDEX FDS922908652260$470.01%
175ISHARES TR46429B2672,036$470.01%
176NEW YORK CMNTY BANCORP INCFLG-PU4,216$470.01%
177VANGUARD SCOTTSDALE FDS92206C680468$450.01%
178MARVELL TECHNOLOGY INCMRVL614$440.01%
179VANGUARD INTL EQUITY INDEX F922042866558$430.01%
180SPIRIT AIRLS INC84857710218,080$430.01%
181ISHARES GOLD TRIAU869$430.01%
182INTEL CORPINTC1,756$410.01%
183ABBOTT LABSABLZF366$410.01%
184SCHWAB STRATEGIC TR808524797496$410.01%
185INVESCO ACTVELY MNGD ETC FDIVZ2,994$400.01%
186ISHARES TR464287622130$400.01%
187SOUTHWEST AIRLS CO8447411081,327$390.01%
188VERIZON COMMUNICATIONS INCVZ878$390.01%
189SELECT SECTOR SPDR TR81369Y506454$390.01%
190ISHARES TR464287242354$390.01%
191ISHARES SILVER TRSLV1,400$390.01%
192ALLSTATE CORPALL-PJ204$380.01%
193PNC FINL SVCS GROUP INC693475105210$380.01%
194FIRST HORIZON CORPORATIONFHN-PH2,475$380.01%
195CSX CORPCSX1,095$370.01%
196SELECT SECTOR SPDR TR81369Y308451$370.01%
197ENLINK MIDSTREAM LLC29336T1002,558$370.01%
198ROKU INCROKU490$360.01%
199SELECT SECTOR SPDR TR81369Y860799$350.01%
200ZIMMER BIOMET HOLDINGS INCZBH328$350.01%
201ISHARES TR464287408181$350.01%
202SCHWAB STRATEGIC TR8085247061,201$350.01%
203ISHARES TR46434V407825$350.01%
204BLACKROCK INCBLK36$340.01%
205ISHARES TR46435U853915$340.01%
206EQUITY RESIDENTIALEQR455$330.01%
207J P MORGAN EXCHANGE TRADED F46641Q332541$320.01%
208SELECT SECTOR SPDR TR81369Y100340$320.01%
209SCHWAB STRATEGIC TR808524862654$320.01%
210VANGUARD BD INDEX FDS921937819401$310.01%
211OCCIDENTAL PETE CORP674599105602$310.01%
212NORTHERN OIL & GAS INCNOG900$310.01%
213DOW INCDOW573$310.01%
214WILLIAMS COS INC969457100675$300.01%
215ANALOG DEVICES INCADI131$300.01%
216ISHARES TR46434V803854$300.01%
217METLIFE INCMET-PF371$300.01%
218ISHARES TR46432F834426$300.01%
219CANADIAN PACIFIC KANSAS CITYCP351$300.01%
220PALO ALTO NETWORKS INCPANW86$290.01%
221PAYPAL HLDGS INCPYPL378$290.01%
222ISHARES TR464287481248$290.01%
223CROWDSTRIKE HLDGS INCCRWD102$280.01%
224ROYAL CARIBBEAN GROUPV7780T103159$280.01%
225EVERGY INCEVRG462$280.01%
226CANADIAN NATL RY CO136375102236$270.01%
227ISHARES TR464287598144$270.01%
228VANGUARD INDEX FDS922908751116$270.01%
229PUBLIC SVC ENTERPRISE GRP IN744573106295$260.01%
230MONGODB INCMDB99$260.01%
231SALESFORCE INCCRM95$260.01%
232LINDE PLCLIN55$260.01%
233PINTEREST INCPINS775$250.01%
234ORACLE CORPORCL-PD152$250.01%
235CME GROUP INCCME116$250.01%
236SERVICENOW INCNOW29$250.01%
237ISHARES TR464287473192$250.01%
238ADVANCED MICRO DEVICES INCAMD149$240.01%
239AST SPACEMOBILE INCASTS900$230.01%
240ACCENTURE PLC IRELANDACN66$230.01%
241MONDELEZ INTL INC609207105317$230.01%
242GLOBAL PARTNERS LPGLP-PB500$230.01%
243F&G ANNUITIES & LIFE INCFGSN510$220.01%
244INTERNATIONAL PAPER CO460146103460$220.01%
245APPLIED MATLS INC038222105109$220.01%
246WESTERN MIDSTREAM PARTNERS LWES600$220.01%
247AT&T INCT-PC963$210.01%
248ISHARES TR46428764875$210.01%
249ADOBE INCADBE41$210.01%
250PROSPECT CAP CORPPSEC-PA3,985$210.01%
251MAYVILLE ENGR CO INC5786051071,000$210.01%
252DIREXION SHS ETF TR25460G823911$210.01%
253CTO RLTY GROWTH INC NEW22948Q1011,100$200.01%
254WHITESTONE REITWSR1,500$200.01%
255APPLOVIN CORPAPP157$200.01%
256GOLDMAN SACHS GROUP INCGSCE41$200.01%
257BRITISH AMERN TOB PLC110448107548$200.01%
258DUPONT DE NEMOURS INCDD235$200.01%
259ISHARES TR464287549210$200.01%
260BLOCK INCBSQKZ304$200.01%
261GE AEROSPACE369604301110$200.01%
262ALPS ETF TR00162Q858334$190.00%
263SPDR SER TR78464A664686$190.00%
264AUTODESK INCADSK69$190.00%
265KIMBERLY-CLARK CORPKMB138$190.00%
266DOVER CORPDOV104$190.00%
267FREEPORT-MCMORAN INCFCX394$190.00%
268LYONDELLBASELL INDUSTRIES NLYB206$190.00%
269ISHARES TR46434V621309$190.00%
270DELTA AIR LINES INC DELDAL385$190.00%
271ALLIANCEBERNSTEIN HLDG L P01881G106545$190.00%
272GENIUS SPORTS LIMITEDGENI2,500$190.00%
273LAUDER ESTEE COS INC518439104187$180.00%
274PROLOGIS INC.PLDGP143$180.00%
275FIRST TR EXCHNG TRADED FD VI33740F805409$180.00%
276DANAHER CORPORATION23585110265$180.00%
277PALANTIR TECHNOLOGIES INCPLTR493$180.00%
278ISHARES TR464288752147$180.00%
279VANECK ETF TRUST92189H300709$180.00%
280DUKE ENERGY CORP NEWDUKB161$180.00%
281HP INCHPQ523$180.00%
282INTUITINTU29$180.00%
283PROGRESSIVE CORP74331510369$170.00%
284VANGUARD WELLINGTON FD921935508107$170.00%
285UBER TECHNOLOGIES INCUBER227$170.00%
286BEST BUY INCBBY162$160.00%
287TOAST INCTOST600$160.00%
288KLA CORPKLAC21$160.00%
289OREILLY AUTOMOTIVE INC67103H10714$160.00%
290SOUTHERN COSOMN181$160.00%
291NIKE INCNKE191$160.00%
292ELEVANCE HEALTH INCELV31$160.00%
293AERSALE CORPORATIONASLE3,200$160.00%
2943M COMMM124$160.00%
295ARCHER DANIELS MIDLAND COADM277$160.00%
296FRANKLIN TEMPLETON DIGITAL H354921108457$160.00%
297QUALCOMM INCQCOM96$160.00%
298TRANE TECHNOLOGIES PLCTT41$150.00%
299INVESCO EXCHANGE TRADED FD TIVZ85$150.00%
300PLAINS GP HLDGS L PPAGP838$150.00%
301ZOETIS INCZTS81$150.00%
302VANECK ETF TRUST92189F643164$150.00%
303AMPHENOL CORP NEW032095101240$150.00%
304DISCOVER FINL SVCS254709108113$150.00%
305ISHARES TR46434V878306$150.00%
306PRUDENTIAL FINL INCPUKPF119$140.00%
307CORTEVA INCCTVA249$140.00%
308CINTAS CORPCTAS68$140.00%
309SMARTSHEET INC83200N103256$140.00%
310ISHARES TR464287739144$140.00%
311ISHARES TR46429B697161$140.00%
312ISHARES TR464287234309$140.00%
313ISHARES TR464287333151$140.00%
314BOSTON SCIENTIFIC CORPBSX177$140.00%
315RIO TINTO PLCRTNTF200$140.00%
316REGENERON PHARMACEUTICALSREGN13$130.00%
317PHILIP MORRIS INTL INC718172109115$130.00%
318SPDR SER TR78468R663152$130.00%
319PARKER-HANNIFIN CORPPH21$130.00%
320OXFORD INDS INC691497309150$130.00%
321ARISTA NETWORKS INCANET36$130.00%
322CONSTELLATION ENERGY CORPCEG52$130.00%
323ISHARES TR464288851150$130.00%
324ESPERION THERAPEUTICS INC NEESPR8,000$130.00%
325NET LEASE OFFICE PROPERTIESNLOP428$130.00%
326CARNIVAL CORPCUKPF727$130.00%
327VANGUARD ADMIRAL FDS INC92193250540$130.00%
328MORGAN STANLEYMS-PQ133$130.00%
329S&P GLOBAL INCSPGI27$130.00%
330AMERICAN TOWER CORP NEW03027X10057$130.00%
331ISHARES TR464288877231$130.00%
332BOOZ ALLEN HAMILTON HLDG CORBAH83$130.00%
333RITHM CAPITAL CORPRITM-PF1,153$130.00%
334QUEST DIAGNOSTICS INCDGX83$120.00%
335HONEYWELL INTL INC43851610661$120.00%
336SPDR SER TR78464A714159$120.00%
337TRACTOR SUPPLY COTSCO43$120.00%
338AIRBNB INCABNB95$120.00%
339WISDOMTREE TRWT443$120.00%
340WASTE MGMT INC DEL94106L10961$120.00%
341CARVANA COCVNA71$120.00%
342VERTEX PHARMACEUTICALS INCVRTX26$120.00%
343SCHWAB STRATEGIC TR808524755343$120.00%
344ISHARES TR464287127160$120.00%
345HUNT J B TRANS SVCS INC44565810770$120.00%
346ELASTIC N VESTC162$120.00%
347DOMINION ENERGY INCD216$120.00%
348BLACKSTONE INCBX81$120.00%
349ISHARES TR464288661102$120.00%
350LIVE NATION ENTERTAINMENT INLYV112$120.00%
351ALEXANDRIA REAL ESTATE EQ IN015271109100$110.00%
352TRANSDIGM GROUP INCTDG8$110.00%
353KRAFT HEINZ COKHC332$110.00%
354BANK NEW YORK MELLON CORP064058100156$110.00%
355KENVUE INCKVUE517$110.00%
356CHIPOTLE MEXICAN GRILL INCCMG204$110.00%
357BHP GROUP LTDBHPLF189$110.00%
358SCHWAB STRATEGIC TR808524102167$110.00%
359MOODYS CORPMCO25$110.00%
360MONOLITHIC PWR SYS INC60983910512$110.00%
361MEDTRONIC PLCMDT125$110.00%
362MARSH & MCLENNAN COS INC57174810250$110.00%
363FIRST TR EXCHANGE-TRADED FD33739Q200222$100.00%
364VANGUARD WORLD FD92204A80152$100.00%
365PULTE GROUP INC74586710171$100.00%
366T-MOBILE US INCTMUSZ49$100.00%
367THE CIGNA GROUP12552310029$100.00%
368PPL CORPPPLC328$100.00%
369TE CONNECTIVITY PLCTEL70$100.00%
370SPDR SER TR78464A508206$100.00%
371CVS HEALTH CORPCVS169$100.00%
372AMERICAN AIRLS GROUP INC02376R102960$100.00%
373GRAINGER W W INC38480210410$100.00%
374SPDR SER TR78464A76376$100.00%
375SKYWORKS SOLUTIONS INCSWKS111$100.00%
376SHERWIN WILLIAMS COSHW28$100.00%
377ISHARES TR46428717693$100.00%
378WELLTOWER INCWELL84$100.00%
379HCA HEALTHCARE INCHCA25$100.00%
380NEXTERA ENERGY PARTNERS LPNEE-PW372$100.00%
381ISHARES TR464288414101$100.00%
382GENERAL MTRS CO37045V100235$100.00%
383PARAMOUNT GLOBAL92556H2061,000$100.00%
384SELECT SECTOR SPDR TR81369Y886126$100.00%
385REPLIGEN CORPRGEN61$90.00%
386STRYKER CORPORATIONSYK26$90.00%
387TYSON FOODS INCTSN156$90.00%
388EQUINIX INCEQIX11$90.00%
389FAIR ISAAC CORPFICO5$90.00%
390WYNN RESORTS LTDWYNN100$90.00%
391INVESCO EXCHANGE TRADED FD TIVZ100$90.00%
392HEWLETT PACKARD ENTERPRISE CHPE-PC480$90.00%
393TARGET CORPTGT62$90.00%
394DATADOG INCDDOG86$90.00%
395CLEARBRIDGE ENERGY MIDSTRM O18469P209222$90.00%
396US BANCORP DELUSB-PS199$90.00%
397GERON CORPGERN2,000$90.00%
398ISHARES TR464288273134$90.00%
399GENERAL DYNAMICS CORPGD31$90.00%
400MARRIOTT INTL INC NEW57190320237$90.00%
401LENNAR CORPLEN-B47$80.00%
402VANGUARD WORLD FD92204A60331$80.00%
403HILTON WORLDWIDE HLDGS INCHLT35$80.00%
404SPHERE ENTERTAINMENT COSPHR200$80.00%
405INVESCO LTDIVZ500$80.00%
406PUBLIC STORAGE OPER COPSA-PS22$80.00%
407VANGUARD INTL EQUITY INDEX F92204271871$80.00%
408SYNOPSYS INCSNPS16$80.00%
409BAKER HUGHES COMPANYBKR231$80.00%
410JOHNSON CTLS INTL PLCG51502105114$80.00%
411OWLET INCOWLTW2,000$80.00%
412INTERCONTINENTAL EXCHANGE IN45866F10451$80.00%
413COPART INCCPRT159$80.00%
414SCHWAB STRATEGIC TR808524870162$80.00%
415ISHARES TR46428760688$80.00%
416CARLYLE SECURED LENDING INCCGBD500$80.00%
417SNOWFLAKE INCSNOW77$80.00%
418EATON VANCE TAX-MANAGED GLOBETN1,000$80.00%
419BRISTOL-MYERS SQUIBB COCELG-RI171$80.00%
420DOUBLELINE INCOME SOLUTIONSDSL633$80.00%
421BUILDERS FIRSTSOURCE INCBLDR42$80.00%
422GENERAL MLS INC370334104112$80.00%
423FIDELITY NATL INFORMATION SV31620M106101$80.00%
424AMERICAN INTL GROUP INC026874784113$80.00%
425GE VERNOVA INCGEV33$80.00%
426UNITED RENTALS INCURI9$70.00%
427EXTRA SPACE STORAGE INCEXR40$70.00%
428ALPS ETF TR00162Q452168$70.00%
429RESMED INCRSMDF32$70.00%
430REPUBLIC SVCS INC76075910035$70.00%
431AIR PRODS & CHEMS INCAIIR24$70.00%
432TOTALENERGIES SETTE110$70.00%
433LAS VEGAS SANDS CORPLVS149$70.00%
434GENTEX CORPGNTX259$70.00%
435TRUIST FINL CORP89832Q109176$70.00%
436FISERV INCFISV40$70.00%
437KIMCO RLTY CORP49446R109335$70.00%
438GILEAD SCIENCES INCGILD94$70.00%
439CROWN CASTLE INCCCI64$70.00%
440ARS PHARMACEUTICALS INCSPRY500$70.00%
441CUMMINS INCCMI22$70.00%
442CENCORA INCCOR35$70.00%
443COHEN & STEERS INFRASTRUCTUR19248A109282$70.00%
444CBRE GROUP INCCBRE59$70.00%
445SIMON PPTY GROUP INC NEW82880610944$70.00%
446CARRIER GLOBAL CORPORATIONCARR93$70.00%
447SIMMONS 1ST NATL CORP828730200345$70.00%
448CAPITAL ONE FINL CORP14040H10550$70.00%
449NEWMONT CORPNEMCL132$70.00%
450MSCI INCMSCI13$70.00%
451AGILENT TECHNOLOGIES INCA52$70.00%
452ISHARES TR46429B689104$70.00%
453SEMPRASREA84$70.00%
454ECOLAB INCECL31$70.00%
455ISHARES TR46428828176$70.00%
456AMERIPRISE FINL INC03076C10615$70.00%
457DOCUSIGN INCDOCU119$70.00%
458ROSS STORES INCROST52$70.00%
459HOWMET AEROSPACE INCHWM71$70.00%
460HOWARD HUGHES HOLDINGS INCHHH96$70.00%
461DIGITAL RLTY TR INC25386810348$70.00%
462ISHARES TR46429B66361$70.00%
463GE HEALTHCARE TECHNOLOGIES IGEHC77$70.00%
464CADENCE DESIGN SYSTEM INCCDNS29$70.00%
465LULULEMON ATHLETICA INCLULU27$70.00%
466ROBLOX CORPRBLX179$70.00%
467ROCKET COS INC77311W101400$70.00%
468LIGHTSPEED COMMERCE INCLSPD410$60.00%
469EVERSOURCE ENERGYES92$60.00%
470IQVIA HLDGS INCIQV26$60.00%
471EQUIFAX INCEFX22$60.00%
472REALTY INCOME CORPO101$60.00%
473TREX CO INCTREX100$60.00%
474QUANTA SVCS INC74762E10221$60.00%
475FASTENAL COFAST93$60.00%
476LAM RESEARCH CORPLRCX8$60.00%
477KROGER COKR105$60.00%
478INVESCO EXCH TRADED FD TR IIIVZ230$60.00%
479THE TRADE DESK INC88339J10558$60.00%
480XCEL ENERGY INCXELLL98$60.00%
481AVALONBAY CMNTYS INCAWX27$60.00%
482SPDR SER TR78468R62263$60.00%
483SURO CAPITAL CORPSSSSL1,620$60.00%
484D R HORTON INC23331A10935$60.00%
485FEDEX CORPFDX25$60.00%
486CORNING INCGLW138$60.00%
487FORTINET INCFTNT87$60.00%
488ARCH CAP GROUP LTDG0450A10562$60.00%
489CENTENE CORP DELCNC90$60.00%
490NORFOLK SOUTHN CORP65584410825$60.00%
491NNN REIT INCNNN141$60.00%
492SNAP INCSNAP562$60.00%
493AGNC INVT CORP00123Q104594$60.00%
494WESTERN ASSET EMERGING MKTS95766A101599$60.00%
495CHEMOURS COCC310$60.00%
496ANHEUSER BUSCH INBEV SA/NVBUDFF100$60.00%
497APOLLO GLOBAL MGMT INC03769M10652$60.00%
498MIRION TECHNOLOGIES INCMIR620$60.00%
499ROPER TECHNOLOGIES INCROP11$60.00%
500AMERICAN ELEC PWR CO INC02553710162$60.00%