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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

Apella Capital, LLC

Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001801507-25-000006

Total Value
$3.69B
Positions
424
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (424)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70812,781,699$462.8M12.55%
2DIMENSIONAL ETF TRUST25434V8643,396,458$162.8M4.41%
3VANGUARD INDEX FDS922908769430,143$131.5M3.56%
4VANGUARD BD INDEX FDS9219378271,621,727$126.8M3.44%
5DIMENSIONAL ETF TRUST25434V7993,646,621$112.5M3.05%
6VANGUARD BD INDEX FDS9219378351,534,506$111.8M3.03%
7DIMENSIONAL ETF TRUST25434V6091,657,077$92.0M2.49%
8DIMENSIONAL ETF TRUST25434V8722,148,340$90.3M2.45%
9DIMENSIONAL ETF TRUST25434V4011,177,252$79.4M2.15%
10VANGUARD WORLD FD921910873327,444$73.9M2.00%
11VANGUARD TAX-MANAGED FDS9219438581,282,443$72.5M1.96%
12DIMENSIONAL ETF TRUST25434V5751,348,633$71.9M1.95%
13VANGUARD CHARLOTTE FDS92203J4071,413,879$69.7M1.89%
14DIMENSIONAL ETF TRUST25434V8311,902,011$68.4M1.85%
15VANGUARD INTL EQUITY INDEX F9220428581,373,980$67.9M1.84%
16VANGUARD SCOTTSDALE FDS92206C730209,360$59.1M1.60%
17DIMENSIONAL ETF TRUST25434V8071,209,385$51.7M1.40%
18AMERICAN CENTY ETF TR025072604657,632$44.9M1.22%
19ISHARES TR46432F396175,423$41.9M1.13%
20DIMENSIONAL ETF TRUST25434V7321,359,330$40.2M1.09%
21AMERICAN CENTY ETF TR025072703542,167$39.8M1.08%
22MICROSOFT CORPMSFT79,821$39.7M1.08%
23APPLE INCAAPL184,366$38.7M1.05%
24DIMENSIONAL ETF TRUST25434V724833,172$35.6M0.96%
25ISHARES TR464288158332,223$35.3M0.96%
26DIMENSIONAL ETF TRUST25434V8801,174,996$34.4M0.93%
27VANGUARD INDEX FDS922908744189,993$33.9M0.92%
28AMERICAN CENTY ETF TR025072802422,074$33.4M0.91%
29SPDR S&P 500 ETF TRSPY50,281$31.2M0.85%
30DIMENSIONAL ETF TRUST25434V666980,236$30.8M0.83%
31DIMENSIONAL ETF TRUST25434V849611,392$29.0M0.79%
32DIMENSIONAL ETF TRUST25434V765930,719$27.2M0.74%
33ISHARES TR46432F842317,608$26.2M0.71%
34VANGUARD INTL EQUITY INDEX F922042718196,264$26.2M0.71%
35ISHARES TR46434V613517,317$23.7M0.64%
36VANGUARD MALVERN FDS922020805439,854$21.9M0.59%
37VANGUARD INDEX FDS92290862977,374$21.8M0.59%
38SPDR SERIES TRUST78464A649837,816$21.2M0.58%
39INVESCO QQQ TRIVZ37,648$20.8M0.56%
40VANGUARD SCOTTSDALE FDS92206C680185,756$20.3M0.55%
41VANGUARD INDEX FDS92290836335,379$20.2M0.55%
42VANGUARD SCOTTSDALE FDS92206C870243,421$20.0M0.54%
43VANGUARD INDEX FDS92290875181,694$19.7M0.53%
44ISHARES TR46432F859390,604$18.9M0.51%
45ISHARES TR464288414175,564$18.3M0.50%
46ISHARES TR46432F33998,353$18.1M0.49%
47VANGUARD MUN BD FDS922907746365,872$17.9M0.49%
48AMERICAN CENTY ETF TR025072885170,903$17.4M0.47%
49ISHARES TR46435G672313,146$16.0M0.43%
50ISHARES TR464287507251,761$15.9M0.43%
51ISHARES TR46429B697167,403$15.7M0.43%
52NVIDIA CORPORATIONNVDA93,208$14.7M0.40%
53ISHARES TR464288281152,372$14.0M0.38%
54AMERICAN CENTY ETF TR025072349201,785$13.9M0.38%
55ISHARES TR46434V449295,661$13.3M0.36%
56ALPHABET INCGOOG74,543$13.2M0.36%
57VANGUARD INDEX FDS92290873629,777$13.1M0.35%
58ISHARES TR46435G42595,998$13.0M0.35%
59VANGUARD INDEX FDS92290861164,066$12.8M0.35%
60VANGUARD SPECIALIZED FUNDS92190884460,690$12.5M0.34%
61GOLDMAN SACHS ETF TRNVGLF338,287$12.5M0.34%
62ISHARES TR46436E866530,340$12.4M0.33%
63BERKSHIRE HATHAWAY INC DELBRK-A25,245$12.1M0.33%
64SPDR SERIES TRUST78464A375356,213$11.9M0.32%
65VANGUARD STAR FDS921909768171,012$11.7M0.32%
66ISHARES TR46428761426,953$11.5M0.31%
67VANGUARD WORLD FD921910733102,206$11.3M0.30%
68VANGUARD INSTL INDEX FD922040845145,736$11.0M0.30%
69SPDR SERIES TRUST78468R606461,736$10.9M0.30%
70J P MORGAN EXCHANGE TRADED F46641Q837205,930$10.4M0.28%
71VANGUARD SCOTTSDALE FDS92206C102175,241$10.2M0.28%
72ISHARES TR46436E858424,481$9.7M0.26%
73VANGUARD SCOTTSDALE FDS92206C409121,747$9.6M0.26%
74VANGUARD WHITEHALL FDS92194640668,770$9.3M0.25%
75ISHARES TR46435U549195,734$9.2M0.25%
76SPDR SERIES TRUST78468R62295,223$9.2M0.25%
77MASTERCARD INCORPORATEDMA16,246$9.2M0.25%
78ISHARES TR464288877141,072$8.9M0.24%
79ISHARES TR46428759844,658$8.7M0.24%
80SCHWAB STRATEGIC TR808524862356,834$8.7M0.23%
81DIMENSIONAL ETF TRUST25434V716217,472$8.6M0.23%
82GENERAL DYNAMICS CORPGD28,871$8.5M0.23%
83AMAZON COM INCAMZN37,313$8.3M0.23%
84VANGUARD BD INDEX FDS92203C303165,460$8.2M0.22%
85VANGUARD ADMIRAL FDS INC92193250520,304$8.1M0.22%
86VANGUARD SCOTTSDALE FDS92206C706130,082$7.7M0.21%
87ISHARES TR46428780467,682$7.5M0.20%
88SPDR INDEX SHS FDS78463X889185,550$7.4M0.20%
89ALPHABET INCGOOG42,075$7.4M0.20%
90ISHARES TR46435G51683,813$7.4M0.20%
91BERKSHIRE HATHAWAY INC DELBRK-A10$7.2M0.19%
92ISHARES TR46429B68984,922$7.1M0.19%
93DIMENSIONAL ETF TRUST25434V856167,513$7.0M0.19%
94DIMENSIONAL ETF TRUST25434V658258,996$6.9M0.19%
95SPDR INDEX SHS FDS78463X756109,714$6.8M0.18%
96DIMENSIONAL ETF TRUST25434V61798,127$6.6M0.18%
97ISHARES TR464288240108,353$6.6M0.18%
98JPMORGAN CHASE & CO.VYLD22,284$6.5M0.18%
99DIMENSIONAL ETF TRUST25434V690154,343$6.0M0.16%
100VANGUARD WORLD FD92191072592,933$6.0M0.16%
101ISHARES TR46428715043,476$5.9M0.16%
102AMERICAN CENTY ETF TR02507287762,874$5.9M0.16%
103SPDR SERIES TRUST78468R739120,925$5.8M0.16%
104DIMENSIONAL ETF TRUST25434V203165,783$5.7M0.15%
105ISHARES TR46435G243226,647$5.7M0.15%
106VISA INCV15,629$5.6M0.15%
107ISHARES TR46434V456125,379$5.4M0.15%
108VANGUARD INTL EQUITY INDEX F92204274238,695$5.0M0.13%
109PHILIP MORRIS INTL INC71817210927,278$4.9M0.13%
110J P MORGAN EXCHANGE TRADED F46641Q241105,909$4.8M0.13%
111DIMENSIONAL ETF TRUST25434V50073,937$4.8M0.13%
112J P MORGAN EXCHANGE TRADED F46641Q33283,861$4.8M0.13%
113VANGUARD INDEX FDS92290863716,488$4.7M0.13%
114JOHNSON & JOHNSONJNJ28,828$4.5M0.12%
115DIMENSIONAL ETF TRUST25434V67485,659$4.5M0.12%
116ISHARES TR46428762213,035$4.4M0.12%
117ISHARES INC46428653369,864$4.4M0.12%
118SPROTT PHYSICAL SILVER TRSII346,258$4.3M0.12%
119DOXIMITY INCDOCS69,874$4.3M0.12%
120DIMENSIONAL ETF TRUST25434V10499,230$4.2M0.11%
121ISHARES TR46428745750,276$4.1M0.11%
122MARTIN MARIETTA MATLS INC5732841067,246$4.0M0.11%
123ISHARES TR46436E841175,439$3.9M0.11%
124VEEVA SYS INCVEEV13,454$3.8M0.10%
125WEST PHARMACEUTICAL SVSC INC95530610516,815$3.7M0.10%
126ISHARES TR46428864669,005$3.6M0.10%
127MCDONALDS CORPMCD11,950$3.5M0.10%
128DIMENSIONAL ETF TRUST25434V302114,703$3.3M0.09%
129WORLD GOLD TRGLDW49,530$3.3M0.09%
130ISHARES TR46428724228,790$3.1M0.08%
131ACCENTURE PLC IRELANDACN10,301$3.1M0.08%
132DIMENSIONAL ETF TRUST25434V823131,176$3.1M0.08%
133ISHARES TR46428835654,945$3.1M0.08%
134SPDR SERIES TRUST78464A85441,367$3.0M0.08%
135ISHARES TR46435U66371,103$3.0M0.08%
136PEPSICO INCPEP22,149$3.0M0.08%
137COSTCO WHSL CORP NEW22160K1053,000$3.0M0.08%
138UNITED AIRLS HLDGS INCUNTCW36,509$3.0M0.08%
139ISHARES INC46434G10349,377$3.0M0.08%
140VANGUARD INDEX FDS92290851217,743$2.9M0.08%
141MONDELEZ INTL INC60920710542,526$2.9M0.08%
142DEERE & CODE5,711$2.9M0.08%
143EXXON MOBIL CORPXOM25,851$2.9M0.08%
144META PLATFORMS INCMETA3,950$2.8M0.08%
145WELLS FARGO CO NEW94974610133,736$2.8M0.08%
146ISHARES INC46434G86370,033$2.7M0.07%
147SPDR GOLD TRGLD8,893$2.7M0.07%
148ISHARES TR46434V80368,951$2.6M0.07%
149VANGUARD INTL EQUITY INDEX F92204277538,114$2.5M0.07%
150PROCTER AND GAMBLE CO74271810915,787$2.5M0.07%
151ISHARES TR46428765511,366$2.5M0.07%
152DISNEY WALT CO25468710619,904$2.5M0.07%
153ARK ETF TR00214Q10433,681$2.4M0.06%
154SPROTT PHYSICAL GOLD TRSII92,054$2.4M0.06%
155HOME DEPOT INCHD6,329$2.3M0.06%
156ORACLE CORPORCL-PD9,762$2.3M0.06%
157UNION PAC CORPUNP9,461$2.2M0.06%
158ISHARES TR46434V64789,822$2.2M0.06%
159INTERNATIONAL BUSINESS MACHSINTR7,566$2.2M0.06%
160ISHARES TR4642876896,190$2.2M0.06%
161CHEVRON CORP NEWCVX14,680$2.2M0.06%
162ZOOM COMMUNICATIONS INCZM27,860$2.1M0.06%
163BOEING COBA-PA9,544$2.1M0.06%
164PARKER-HANNIFIN CORPPH2,951$2.1M0.06%
165BILL HOLDINGS INCBILL43,769$2.1M0.06%
166ISHARES TR46436E83390,433$2.0M0.05%
167DIMENSIONAL ETF TRUST25434V68251,928$2.0M0.05%
168NETFLIX INCNFLX1,522$2.0M0.05%
169STRYKER CORPORATIONSYK4,927$1.9M0.05%
170INVESCO EXCH TRD SLF IDX FDIVZ32,548$1.9M0.05%
171LEIDOS HOLDINGS INCLDOS11,288$1.9M0.05%
172ISHARES U S ETF TR46431W60621,410$1.8M0.05%
173TEXAS INSTRS INC8825081048,467$1.8M0.05%
174BLACKSTONE INCBX11,778$1.8M0.05%
175ABBVIE INCABBV9,170$1.7M0.05%
176WALMART INCWMT17,183$1.7M0.05%
177SSGA ACTIVE TR78470P40828,268$1.6M0.04%
178ISHARES TR46435G83942,449$1.5M0.04%
179DIMENSIONAL ETF TRUST25434V62521,844$1.5M0.04%
180COCA COLA COKO20,192$1.4M0.04%
181SALESFORCE INCCRM5,275$1.4M0.04%
182ELI LILLY & COLLY1,831$1.4M0.04%
183ISHARES INC46434G76422,126$1.4M0.04%
184SCHWAB STRATEGIC TR80852480563,557$1.4M0.04%
185EMERSON ELEC COEMR9,972$1.4M0.04%
186AUTOMATIC DATA PROCESSING INADP4,431$1.4M0.04%
187ISHARES TR46428730912,323$1.4M0.04%
188ISHARES TR46428866111,268$1.3M0.04%
189ISHARES TR4642872002,123$1.3M0.04%
190ISHARES TR46428746514,878$1.3M0.04%
191WISDOMTREE TRWT20,925$1.3M0.04%
192VANGUARD BD INDEX FDS92193781917,174$1.3M0.04%
193AMERICAN EXPRESS COAXP4,047$1.3M0.04%
194TESLA INCTSLA4,427$1.3M0.04%
195CATERPILLAR INCCAT3,297$1.3M0.03%
196ISHARES GOLD TRIAU20,400$1.3M0.03%
197J P MORGAN EXCHANGE TRADED F46641Q88612,100$1.3M0.03%
198VANGUARD SCOTTSDALE FDS92206C56518,410$1.3M0.03%
199GLOBAL X FDS37954Y65766,502$1.3M0.03%
200SPDR DOW JONES INDL AVERAGE78467X1092,805$1.2M0.03%
201AMERICAN CENTY ETF TR02507235627,757$1.2M0.03%
202SCHWAB STRATEGIC TR80852430040,800$1.2M0.03%
203VANGUARD SCOTTSDALE FDS92206C5994,269$1.2M0.03%
204J P MORGAN EXCHANGE TRADED F46641Q20918,311$1.2M0.03%
205ABBOTT LABSABLZF8,632$1.2M0.03%
206FEDEX CORPFDX4,754$1.1M0.03%
207D R HORTON INC23331A1098,509$1.1M0.03%
208AMERICAN CENTY ETF TR02507256226,433$1.1M0.03%
209ISHARES TR46436E82549,822$1.1M0.03%
210VANGUARD INDEX FDS9229086525,519$1.1M0.03%
211VERIZON COMMUNICATIONS INCVZ25,212$1.1M0.03%
212BROADCOM INCAVGO3,855$1.1M0.03%
213GE AEROSPACE3696043014,230$1.1M0.03%
214SPDR INDEX SHS FDS78463X74923,738$1.0M0.03%
215TRANE TECHNOLOGIES PLCTT2,388$1.0M0.03%
216STANTEC INCSTN9,332$1.0M0.03%
217SOUTHERN COSOMN11,152$1.0M0.03%
218J P MORGAN EXCHANGE TRADED F46641Q67021,235$988,7020.03%
219AT&T INCT-PC34,682$985,3190.03%
220ANAVEX LIFE SCIENCES CORPAVXL98,555$984,5640.03%
221SPDR SERIES TRUST78468R85322,702$983,6580.03%
222PALANTIR TECHNOLOGIES INCPLTR7,024$977,1790.03%
223VANGUARD INDEX FDS92290855310,764$960,6740.03%
224ISHARES TR4642871768,649$944,6650.03%
225WELLTOWER INCWELL6,093$939,7560.03%
226CISCO SYS INCCSCO13,596$937,1630.03%
227ISHARES TR46428820811,532$927,6340.03%
228RTX CORPORATIONRTX6,309$920,6360.02%
229MERCK & CO INCMRK11,347$917,9920.02%
230VANGUARD WHITEHALL FDS92194679411,265$900,0600.02%
231SCHWAB STRATEGIC TR80852477135,903$890,0450.02%
232QUALCOMM INCQCOM5,615$887,7430.02%
233INVESCO EXCH TRD SLF IDX FDIVZ43,241$883,8470.02%
234INVESCO EXCH TRD SLF IDX FDIVZ44,869$875,8340.02%
235INVESCO EXCH TRD SLF IDX FDIVZ44,489$873,7620.02%
236FIRST TR EXCHANGE-TRADED FD33738D10123,469$871,1830.02%
237AMERICAN CENTY ETF TR02507223211,137$868,2330.02%
238VICTORY PORTFOLIOS II92647N66716,499$867,8700.02%
239INVESCO EXCH TRD SLF IDX FDIVZ46,038$858,1410.02%
240INVESCO EXCH TRD SLF IDX FDIVZ41,332$855,9770.02%
241SCIENCE APPLICATIONS INTL CO8086251077,232$850,1220.02%
242HONEYWELL INTL INC4385161063,535$846,0670.02%
243WISDOMTREE TRWT25,742$841,2490.02%
244J P MORGAN EXCHANGE TRADED F46641Q65416,275$827,0270.02%
245PURECYCLE TECHNOLOGIES INCPCTTW56,115$815,3580.02%
246ISHARES TR4642878797,816$797,5450.02%
247VICTORY PORTFOLIOS II92647N53515,638$793,4720.02%
248FIDELITY MERRIMACK STR TR31618830917,403$790,9660.02%
249VANGUARD WORLD FD92204A7021,174$784,1470.02%
250STARBUCKS CORPSBUX8,292$776,4770.02%
251PACCAR INCPCAR7,778$751,6870.02%
252DIMENSIONAL ETF TRUST25434V59114,782$750,9260.02%
253ISHARES TR4642874083,797$748,8440.02%
254LOCKHEED MARTIN CORPLMT1,592$746,6940.02%
255DIMENSIONAL ETF TRUST25434V81524,463$743,4420.02%
256AVISTA CORPAVA19,285$735,7400.02%
257CONOCOPHILLIPSCOP7,707$713,3000.02%
258KROGER COKR9,898$707,2400.02%
259DIMENSIONAL ETF TRUST25434V55912,591$692,5050.02%
260WASTE MGMT INC DEL94106L1093,007$682,3870.02%
261ALLSTATE CORPALL-PJ3,506$682,0080.02%
262ELEVANCE HEALTH INCELV1,924$667,5440.02%
263TJX COS INC NEW8725401095,176$647,9160.02%
264ISHARES TR4642886795,837$642,7840.02%
265SELECT SECTOR SPDR TR81369Y8032,515$641,2340.02%
266ADVANCED MICRO DEVICES INCAMD4,732$637,8740.02%
267ALTRIA GROUP INCMO10,556$635,9820.02%
268BANK AMERICA CORP06050510413,008$632,9730.02%
269SPDR INDEX SHS FDS78463X50914,828$632,7130.02%
270PIMCO ETF TR72201R86612,050$617,5630.02%
271SCHWAB STRATEGIC TR80852450821,685$616,5050.02%
272UGI CORP NEW90268110517,425$614,9120.02%
273DUKE ENERGY CORP NEWDUKB5,219$612,1680.02%
274SPDR S&P MIDCAP 400 ETF TRMDY1,050$605,7280.02%
275INVESCO EXCH TRD SLF IDX FDIVZ36,060$602,5660.02%
276NORTHROP GRUMMAN CORPNOC1,184$601,3450.02%
277VANGUARD INDEX FDS9229085952,159$600,9140.02%
278VISTRA CORPVST3,047$590,1970.02%
279VANGUARD WORLD FD92204A8763,271$579,5010.02%
280NEXTERA ENERGY INCNEE-PW7,735$578,1780.02%
281PFIZER INCPFE22,851$576,7570.02%
282ISHARES TR4642871684,234$573,6070.02%
283GE VERNOVA INCGEV1,081$573,1760.02%
284CONSOLIDATED EDISON INCED5,376$536,0390.01%
285ANALOG DEVICES INCADI2,209$534,2120.01%
286KIMBERLY-CLARK CORPKMB4,015$528,6270.01%
287UNITEDHEALTH GROUP INCUNH1,733$526,1820.01%
288DARDEN RESTAURANTS INCDRI2,425$523,8400.01%
289AMGEN INCAMGN1,773$519,3400.01%
290J P MORGAN EXCHANGE TRADED F46641Q85210,652$515,9830.01%
291SHERWIN WILLIAMS COSHW1,477$511,4840.01%
292AMERICAN ELEC PWR CO INC0255371014,878$508,1450.01%
293ISHARES TR4642871011,655$505,3140.01%
294EATON CORP PLCETN1,395$500,1140.01%
295INVESCO EXCH TRD SLF IDX FDIVZ12,179$496,5220.01%
296KKR & CO INCKKRT3,642$493,6940.01%
297GENERAL MLS INC3703341049,405$487,5580.01%
298COMCAST CORP NEWCCZ13,709$485,8590.01%
299ISHARES TR4642876302,932$476,1230.01%
300ISHARES TR4642875231,981$473,0480.01%
301SPDR SERIES TRUST78464A5088,674$458,2280.01%
302BRISTOL-MYERS SQUIBB COCELG-RI9,835$457,2460.01%
303DANAHER CORPORATION2358511022,261$451,3060.01%
304DOMINION ENERGY INCD7,961$449,3270.01%
305SAP SESAPGF1,463$447,0020.01%
306ISHARES TR4642874733,338$446,8200.01%
307SCHWAB STRATEGIC TR80852410218,580$445,3550.01%
308ISHARES TR4642894381,762$434,8790.01%
309PUBLIC SVC ENTERPRISE GRP IN7445731065,283$434,7520.01%
310ADOBE INCADBE1,149$433,0930.01%
311MORGAN STANLEYMS-PQ2,983$428,7660.01%
312WISDOMTREE TRWT5,706$426,4090.01%
313CONSTELLATION ENERGY CORPCEG1,337$425,6500.01%
314FORD MTR CO34537086036,323$420,9790.01%
315SPDR SERIES TRUST78464A8477,580$419,6150.01%
316AMERICAN CENTY ETF TR0250726878,829$412,7120.01%
317DIMENSIONAL ETF TRUST25434V5837,547$410,4060.01%
318CUMMINS INCCMI1,249$409,5190.01%
319ISHARES TR46436E59320,845$409,1870.01%
320SCHWAB STRATEGIC TR80852479715,102$408,6580.01%
321ZIONS BANCORPORATION N A9897011077,349$405,3710.01%
322ROCKWELL AUTOMATION INCROK1,181$400,3620.01%
323HARTFORD FDS EXCHANGE TRADED41653L30511,754$395,2870.01%
324NIKE INCNKE5,127$392,3330.01%
325ACUITY INCAYI1,221$374,6760.01%
326HERSHEY COHSY2,079$365,0180.01%
327MARRIOTT INTL INC NEW5719032021,293$359,8900.01%
328CELLDEX THERAPEUTICS INC NEWCLDX17,000$356,6600.01%
329BROADRIDGE FINL SOLUTIONS IN11133T1031,478$355,5490.01%
330VANECK ETF TRUST92189F1066,648$353,4500.01%
331FS KKR CAP CORPFSK16,430$347,6560.01%
332PIMCO ETF TR72201R7753,718$339,1580.01%
333PNC FINL SVCS GROUP INC6934751051,704$334,3440.01%
334UNIVERSAL DISPLAY CORPOLED2,134$331,4430.01%
335AMERICAN CENTY ETF TR02507A1015,833$329,0390.01%
336BOOKING HOLDINGS INCBKNG56$327,1110.01%
337ISHARES TR4642882734,492$323,8280.01%
338VANGUARD ADMIRAL FDS INC9219328853,025$323,1310.01%
339SPDR SERIES TRUST78464A4093,383$322,5450.01%
340ASML HOLDING N VASMLF410$321,8890.01%
341PIMCO ETF TR72201R58512,194$321,1770.01%
342DTE ENERGY CODTK2,444$320,5460.01%
343SYNOPSYS INCSNPS597$320,3020.01%
344WHEATON PRECIOUS METALS CORPWPM3,456$320,0930.01%
345FACTSET RESH SYS INC303075105708$317,1060.01%
3463M COMMM2,037$309,3420.01%
347BANK NEW YORK MELLON CORP0640581003,297$307,4780.01%
348TRUIST FINL CORP89832Q1096,798$306,9930.01%
349LAM RESEARCH CORPLRCX3,126$306,7430.01%
350AMERIPRISE FINL INC03076C106571$306,3010.01%
351WISDOMTREE TRWT6,052$304,7180.01%
352LINDE PLCLIN643$301,8360.01%
353LOWES COS INC5486611071,333$299,8110.01%
354ESSENTIAL UTILS INC29670G1028,087$298,3310.01%
355ISHARES SILVER TRSLV8,703$290,9270.01%
356BANCO BILBAO VIZCAYA ARGENTABBVXF18,828$289,9450.01%
357GOLDMAN SACHS GROUP INCGSCE405$287,7270.01%
358INTEL CORPINTC13,049$287,0810.01%
359ISHARES TR4642877392,989$283,9720.01%
360SCHWAB STRATEGIC TR80852460710,962$282,0440.01%
361CENCORA INCCOR931$281,4980.01%
362BECTON DICKINSON & COBDX1,616$279,4870.01%
363AON PLCAON786$277,6470.01%
364SELECT SECTOR SPDR TR81369Y5063,216$277,2200.01%
365DECKERS OUTDOOR CORPDECK2,600$274,9500.01%
366JACOBS SOLUTIONS INCJ2,058$272,4170.01%
367AIR PRODS & CHEMS INCAIIR934$269,8040.01%
368BROWN FORMAN CORPBF-B9,559$269,0790.01%
369THERMO FISHER SCIENTIFIC INCTMO640$267,9680.01%
370GAMING & LEISURE PPTYS INC36467J1085,631$267,9640.01%
371EVERSOURCE ENERGYES4,152$267,3590.01%
372OCCIDENTAL PETE CORP6745991056,109$264,8070.01%
373CVS HEALTH CORPCVS3,957$263,8360.01%
374MANAGER DIRECTED PORTFOLIOS56170L69524,990$260,6460.01%
375WILLIAMS COS INC9694571004,405$257,6030.01%
376ISHARES TR4642886878,294$256,3550.01%
377ISHARES BITCOIN TRUST ETFIBIT4,172$256,1610.01%
378PHILLIPS 66PSX2,015$254,7350.01%
379SCHWAB STRATEGIC TR80852420110,299$253,2520.01%
380SCHWAB STRATEGIC TR8085244099,024$252,3110.01%
381VALERO ENERGY CORPVLO1,725$247,8940.01%
382GOLDMAN SACHS ETF TRNVGLF3,549$246,9190.01%
383NOVARTIS AGNVSEF2,020$246,6910.01%
384ISHARES TR4642886384,619$243,8830.01%
385THE TRADE DESK INC88339J1053,272$240,6880.01%
386VANGUARD INTL EQUITY INDEX F9220428743,107$239,8400.01%
387CARRIER GLOBAL CORPORATIONCARR3,208$239,4370.01%
388SPDR INDEX SHS FDS78463X8716,477$239,2090.01%
389PIMCO ETF TR72201R2054,356$233,5330.01%
390ILLINOIS TOOL WKS INC452308109913$232,5250.01%
391MCKESSON CORPMCK316$232,3690.01%
392THE REAL BROKERAGE INC75585H20655,746$229,6740.01%
393PRINCIPAL FINANCIAL GROUP INPFG2,851$228,6330.01%
394PIMCO ETF TR72201R8332,258$226,3420.01%
395UNITED RENTALS INCURI287$224,9920.01%
396PULTE GROUP INC7458671012,076$224,5490.01%
397LAUDER ESTEE COS INC5184391042,585$221,7920.01%
398CHUBB LIMITEDCB790$221,2010.01%
399ISHARES TR4642874992,339$217,5300.01%
400INVESCO EXCH TRADED FD TR IIIVZ19,196$215,5740.01%
401EA SERIES TRUST02072L53210,116$214,1560.01%
402WISDOMTREE TRWT2,192$214,1440.01%
403FIDELITY NATIONAL FINANCIALFNF3,712$213,8110.01%
404EDWARDS LIFESCIENCES CORPEW2,778$213,0450.01%
405CAPITAL ONE FINL CORP14040H105976$212,9750.01%
406M & T BK CORP55261F1041,043$209,2560.01%
407NUVEEN S&P 500 BUY-WRITE INCNU15,035$208,5300.01%
408VANGUARD SCOTTSDALE FDS92206C7142,408$206,9680.01%
409VANGUARD WORLD FD92204A504825$204,2190.01%
410FISERV INCFISV1,176$203,8130.01%
411APPLIED MATLS INC0382221051,058$201,9040.01%
412PRUDENTIAL FINL INCPUKPF1,895$201,7580.01%
413SCHWAB STRATEGIC TR8085248707,563$200,2730.01%
414FLAHERTY & CRUMRINE PFD INCO33848E10615,066$139,4230.00%
415EMPIRE ST RLTY OP L P29210210017,206$135,0670.00%
416XERIS BIOPHARMA HOLDINGS INCXERS10,000$47,0000.00%
417PRECIGEN INCPGEN28,985$46,0860.00%
418OMEROS CORPOMER14,288$44,0070.00%
419MEDICAL PPTYS TRUST INC58463J30410,043$42,2810.00%
420MINERVA NEUROSCIENCES INCNERV20,939$34,3400.00%
421PLATINUM GROUP METALS LTDPLG20,300$31,4650.00%
422STANDARD LITHIUM LTDSLI10,000$22,7000.00%
423MEDICAL PPTYS TRUST INC58463J30412,700$22,0980.00%
424COGNITION THERAPEUTICS INCCGTX11,200$6,4830.00%