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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

Avion Wealth

Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001842974-25-000002

Total Value
$389,690
Positions
1,420
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS92203C3031,087,425$53,95813.89%
2VANGUARD TAX-MANAGED FDS9219438581,050,770$50,24712.93%
3VANGUARD INDEX FDS92290836361,700$33,2448.56%
4VANGUARD CHARLOTTE FDS92203J407591,893$29,0327.47%
5VANGUARD INDEX FDS922908512140,708$22,7625.86%
6VANGUARD WHITEHALL FDS921946406164,433$20,9795.40%
7VANGUARD INDEX FDS92290861186,929$17,2274.43%
8VANGUARD INDEX FDS92290876955,418$16,0604.13%
9VANGUARD INDEX FDS922908553139,969$12,4683.21%
10VANGUARD INDEX FDS92290862940,638$10,7332.76%
11DIMENSIONAL ETF TRUST25434V708310,246$10,7312.76%
12PIMCO ETF TR72201R83392,261$9,2572.38%
13VANGUARD INTL EQUITY INDEX F922042775152,224$8,7392.25%
14ISHARES TR46432F84290,169$6,3371.63%
15VANGUARD INDEX FDS92290873614,165$5,8131.50%
16APPLE INCAAPL16,434$4,1151.06%
17VANGUARD BD INDEX FDS92193782745,846$3,5420.91%
18VANGUARD INTL EQUITY INDEX F92204285879,030$3,4800.90%
19KINDER MORGAN INC DELEP-PC110,952$3,0400.78%
20SERVICE CORP INTL81756510435,100$2,8010.72%
21EXXON MOBIL CORPXOM24,377$2,6220.67%
22BOEING COBA-PA13,372$2,3660.61%
23VANGUARD WORLD FD92204A40519,506$2,3030.59%
24HALLIBURTON COHAL81,321$2,2110.57%
25MICROSOFT CORPMSFT4,456$1,8780.48%
26ENTERPRISE PRODS PARTNERS L29379210759,304$1,8590.48%
27AMAZON COM INCAMZN7,332$1,6080.41%
28SCHWAB STRATEGIC TR80852483966,329$1,5050.39%
29ISHARES TR46428722615,419$1,4940.38%
30VANGUARD ADMIRAL FDS INC9219327037,498$1,3830.36%
31SPDR SER TR78464A60713,964$1,3800.36%
32BERKSHIRE HATHAWAY INC DELBRK-A2,927$1,3260.34%
33TESLA INCTSLA2,986$1,2050.31%
34VANGUARD BD INDEX FDS92193783516,741$1,2030.31%
35VANGUARD WORLD FD92204A3069,610$1,1650.30%
36ISHARES TR46428780410,058$1,1580.30%
37ENERGY TRANSFER L PET-PI53,860$1,0550.27%
38NVIDIA CORPORATIONNVDA7,077$9500.24%
39BERKSHIRE HATHAWAY INC DELBRK-A1,912$8660.22%
40ISHARES TR4642872001,431$8420.22%
41UNITED AIRLS HLDGS INCUNTCW8,004$7770.20%
42META PLATFORMS INCMETA1,277$7470.19%
43ALPHABET INCGOOG3,696$6990.18%
44VANGUARD MALVERN FDS92202080514,253$6900.18%
45LGI HOMES INCLGIH7,081$6330.16%
46CHEVRON CORP NEWCVX4,088$5920.15%
47WALMART INCWMT6,469$5840.15%
48WELLS FARGO CO NEW9497461018,288$5820.15%
49ELI LILLY & COLLY678$5230.13%
50INTUITIVE SURGICAL INCISRG962$5020.13%
51VANGUARD SCOTTSDALE FDS92206C1028,080$4700.12%
52UNION PAC CORPUNP2,046$4660.12%
53ISHARES TR4642875077,435$4630.12%
54INVESCO QQQ TRIVZ899$4590.12%
55WISDOMTREE TRWT9,783$4560.12%
56SPDR GOLD TRGLD1,843$4460.11%
57VANGUARD SPECIALIZED FUNDS9219088442,239$4380.11%
58ISHARES TR4642871503,107$3990.10%
59THERMO FISHER SCIENTIFIC INCTMO729$3790.10%
60SYSCO CORPSYY4,791$3660.09%
61WP CAREY INC92936U1096,413$3490.09%
62BROADCOM INCAVGO1,484$3440.09%
63SABA CAPITAL INCOME & OPPORTBRW37,091$3360.09%
64ISHARES TR46432F3391,774$3150.08%
65JPMORGAN CHASE & CO.VYLD1,310$3130.08%
66ISHARES TR4642878792,771$3000.08%
67WISDOMTREE TRWT8,437$2960.08%
68ISHARES TR4642871682,176$2850.07%
69ISHARES INC46434G1035,362$2800.07%
70DEVON ENERGY CORP NEW25179M1038,347$2730.07%
71AMERICAN EXPRESS COAXP830$2460.06%
72NETFLIX INCNFLX273$2430.06%
73ISHARES TR4642874653,159$2380.06%
74ALPHABET INCGOOG1,219$2320.06%
75CONSOLIDATED EDISON INCED2,596$2310.06%
76THIRD COAST BANCSHARES INCTCBX6,800$2300.06%
77VANGUARD INDEX FDS922908637851$2290.06%
78ISHARES INC46434G7644,142$2290.06%
79CONOCOPHILLIPSCOP2,299$2270.06%
80SCHWAB STRATEGIC TR8085245088,041$2220.06%
81HOME DEPOT INCHD572$2220.06%
82AUTOMATIC DATA PROCESSING INADP738$2160.06%
83AMERICAN CENTY ETF TR0250726043,610$2120.05%
84MERCK & CO INCMRK2,102$2090.05%
85VANGUARD SCOTTSDALE FDS92206C6802,018$2080.05%
86MCDONALDS CORPMCD681$1970.05%
87WISDOMTREE TRWT4,856$1960.05%
88HUNTINGTON INGALLS INDS INC446413106996$1880.05%
89MASTERCARD INCORPORATEDMA354$1860.05%
90SELECT SECTOR SPDR TR81369Y2091,355$1860.05%
91CATERPILLAR INCCAT491$1770.05%
92MCKESSON CORPMCK306$1740.04%
93RTX CORPORATIONRTX1,498$1730.04%
94PACER FDS TR69374H1053,201$1710.04%
95SELECT SECTOR SPDR TR81369Y803723$1680.04%
96VANECK ETF TRUST92189F6431,786$1650.04%
97SPDR SER TR78464A4091,867$1640.04%
98STARBUCKS CORPSBUX1,786$1620.04%
99BANK AMERICA CORP0605051043,623$1590.04%
100SPDR S&P 500 ETF TRSPY271$1580.04%
101SOFI TECHNOLOGIES INCSOFI10,124$1550.04%
102JOHNSON & JOHNSONJNJ1,052$1520.04%
103VISA INCV478$1510.04%
104SELECT SECTOR SPDR TR81369Y6053,118$1500.04%
105SHOPIFY INCSHOP1,406$1490.04%
106TIDAL TR II88634T60014,300$1450.04%
107EATON CORP PLCETN429$1420.04%
108ISHARES SILVER TRSLV5,336$1400.04%
109PROCTER AND GAMBLE CO742718109834$1390.04%
110EOG RES INCEOG1,135$1390.04%
111ISHARES TR4642876631,499$1380.04%
112ISHARES TR4642887521,327$1370.04%
113ISHARES TR464287655623$1370.04%
114ENBRIDGE INCENNPF3,170$1340.03%
115CALAVO GROWERS INCCVGW5,154$1310.03%
116LOCKHEED MARTIN CORPLMT271$1310.03%
117FIDELITY COVINGTON TRUST3160928402,580$1280.03%
118MOTOROLA SOLUTIONS INCMSI279$1280.03%
119SELECT SECTOR SPDR TR81369Y407570$1270.03%
120VANGUARD WORLD FD92204A207597$1260.03%
121SELECT SECTOR SPDR TR81369Y8521,311$1260.03%
122UNITEDHEALTH GROUP INCUNH246$1240.03%
123CITIGROUP INCC-PR1,723$1210.03%
124VANGUARD SCOTTSDALE FDS92206C7061,974$1140.03%
125DISNEY WALT CO2546871061,022$1130.03%
126LOWES COS INC548661107461$1130.03%
127ISHARES TR464288760767$1110.03%
128GE AEROSPACE369604301655$1090.03%
129EATON VANCE TAX-MANAGED BUY-ETN7,561$1080.03%
130COSTCO WHSL CORP NEW22160K105114$1040.03%
131ALTRIA GROUP INCMO1,998$1040.03%
132COINBASE GLOBAL INCCOIN420$1040.03%
133VALHI INC NEW9189052094,372$1020.03%
134COCA COLA COKO1,631$1010.03%
135TEXAS INSTRS INC882508104523$980.03%
136TRINET GROUP INCTNET1,081$980.03%
137SOUTHERN COSOMN1,175$960.02%
138CHENIERE ENERGY INCLNG451$960.02%
139CHUBB LIMITEDCB338$930.02%
140CSX CORPCSX2,856$920.02%
141DARDEN RESTAURANTS INCDRI490$910.02%
142PHILLIPS 66PSX793$900.02%
143PEPSICO INCPEP591$890.02%
144HONEYWELL INTL INC438516106370$830.02%
145BP PLCBPPFF2,757$810.02%
146SCHWAB STRATEGIC TR8085243002,839$790.02%
147PAYPAL HLDGS INCPYPL931$790.02%
148TJX COS INC NEW872540109662$790.02%
149MICROCHIP TECHNOLOGY INC.MCHPP1,361$780.02%
150ISHARES TR4642886872,465$770.02%
151CISCO SYS INCCSCO1,309$770.02%
152INVESCO EXCH TRADED FD TR IIIVZ352$740.02%
153DEERE & CODE173$730.02%
154IRON MTN INC DEL46284V101699$730.02%
155ISHARES TR464287614183$730.02%
156SCHWAB STRATEGIC TR8085248053,920$720.02%
157SHELL PLCRYDAF1,149$710.02%
158VENTAS INCVTR1,177$690.02%
159INTERNATIONAL BUSINESS MACHSINTR317$690.02%
160MARVELL TECHNOLOGY INCMRVL632$690.02%
161COMCAST CORP NEWCCZ1,850$690.02%
162MICRON TECHNOLOGY INCMU808$680.02%
163SCHWAB STRATEGIC TR8085246072,608$670.02%
164S&P GLOBAL INCSPGI136$670.02%
165INVESCO EXCH TRADED FD TR IIIVZ500$670.02%
166MARATHON PETE CORPMARA483$670.02%
167PIMCO ETF TR72201R775723$650.02%
168SALESFORCE INCCRM196$650.02%
169SCHWAB STRATEGIC TR8085242012,728$630.02%
170VANGUARD INDEX FDS922908744378$630.02%
171ISHARES TR464287697660$630.02%
172DUKE ENERGY CORP NEWDUKB586$630.02%
173ABBVIE INCABBV346$610.02%
174SPDR SER TR78468R663677$610.02%
175NUCOR CORPNUE527$610.02%
176GENESIS ENERGY L PGEL6,000$600.02%
177J P MORGAN EXCHANGE TRADED F46641Q3321,031$590.02%
178ISHARES TR464288513755$590.02%
179QUALCOMM INCQCOM378$580.01%
180VANGUARD STAR FDS921909768985$580.01%
181ISHARES BITCOIN TRUST ETFIBIT1,100$580.01%
182MAIN STR CAP CORP56035L1041,000$580.01%
183APPLOVIN CORPAPP174$560.01%
184UNITED PARCEL SERVICE INCUPS451$560.01%
185CROWDSTRIKE HLDGS INCCRWD165$560.01%
186AMGEN INCAMGN212$550.01%
187VANGUARD INTL EQUITY INDEX F922042742460$540.01%
188ISHARES TR46435G326835$530.01%
189SELECT SECTOR SPDR TR81369Y100640$530.01%
190BUILDERS FIRSTSOURCE INCBLDR348$490.01%
191FIDELITY NATL INFORMATION SV31620M106609$490.01%
192FIRST HORIZON CORPORATIONFHN-PH2,475$490.01%
193MONDELEZ INTL INC609207105819$480.01%
194ISHARES TR464288208643$480.01%
195ISHARES TR464287721300$470.01%
196VERIZON COMMUNICATIONS INCVZ1,191$470.01%
197NEXTERA ENERGY PARTNERS LPNEE-PW2,642$470.01%
198PFIZER INCPFE1,777$470.01%
199READY CAPITAL CORPRC-PE7,000$470.01%
200ISHARES TR46429B2672,038$460.01%
201ISHARES TR464287564760$450.01%
202CME GROUP INCCME195$450.01%
203TRADEWEB MKTS INC892672106347$450.01%
204SERVICENOW INCNOW42$440.01%
205NEXTERA ENERGY INCNEE-PW620$440.01%
206SOUTHWEST AIRLS CO8447411081,327$440.01%
207DOCUSIGN INCDOCU487$430.01%
208ISHARES GOLD TRIAU869$430.01%
209PNC FINL SVCS GROUP INC693475105213$410.01%
210ATLASSIAN CORPORATIONTEAM169$410.01%
211ISHARES TR464287622130$410.01%
212ABBOTT LABSABLZF364$410.01%
213COLGATE PALMOLIVE COCL453$410.01%
214PALANTIR TECHNOLOGIES INCPLTR537$400.01%
215ONEOK INC NEWOKE391$390.01%
216VANGUARD INTL EQUITY INDEX F922042866558$390.01%
217BANCO BILBAO VIZCAYA ARGENTABBVXF4,100$390.01%
218ADOBE INCADBE87$380.01%
219INVESCO EXCHANGE TRADED FD TIVZ930$380.01%
220INVESCO ACTVELY MNGD ETC FDIVZ3,002$380.01%
221ALLSTATE CORPALL-PJ201$380.01%
222ISHARES TR464287242354$370.01%
223WILLIAMS COS INC969457100694$370.01%
224FEDEX CORPFDX131$360.01%
225SCHWAB STRATEGIC TR8085247971,339$360.01%
226ROYAL CARIBBEAN GROUPV7780T103160$360.01%
227BLACKROCK INCBLK36$360.01%
228INTEL CORPINTC1,840$360.01%
229ENLINK MIDSTREAM LLC29336T1002,558$360.01%
230GE HEALTHCARE TECHNOLOGIES IGEHC460$350.01%
231YELP INCYELP908$350.01%
232ISHARES TR46434V407825$350.01%
233ORACLE CORPORCL-PD211$350.01%
234ISHARES TR464287408182$340.01%
235ZIMMER BIOMET HOLDINGS INCZBH330$340.01%
236PAYCHEX INCPAYX245$340.01%
237VANGUARD INDEX FDS922908652175$330.01%
238CORPAY INCCPAY100$330.01%
239NORTHERN OIL & GAS INCNOG900$330.01%
240EQUITY RESIDENTIALEQR469$330.01%
241SELECT SECTOR SPDR TR81369Y860805$320.01%
242PALO ALTO NETWORKS INCPANW180$320.01%
243ISHARES TR464287481248$310.01%
244SCHWAB STRATEGIC TR8085248621,308$310.01%
245SCHWAB STRATEGIC TR8085247061,182$310.01%
246DROPBOX INCDBX1,006$300.01%
247VEEVA SYS INCVEEV147$300.01%
248OCCIDENTAL PETE CORP674599105625$300.01%
249METLIFE INCMET-PF377$300.01%
250ISHARES TR46434V803854$290.01%
251EVERGY INCEVRG470$280.01%
252ISHARES TR46432F834426$280.01%
253SELECT SECTOR SPDR TR81369Y704219$280.01%
254SENTINELONE INCS1,305$280.01%
255VANGUARD INDEX FDS922908751116$270.01%
256WORKDAY INCWDAY105$270.01%
257ISHARES TR464287598144$260.01%
258UBER TECHNOLOGIES INCUBER445$260.01%
259ANALOG DEVICES INCADI125$260.01%
260FRESHWORKS INCFRSH1,650$260.01%
261SPDR SER TR78464A763201$260.01%
262LINDE PLCLIN62$250.01%
263GOLDMAN SACHS GROUP INCGSCE45$250.01%
264NICE LTDNCSYF150$250.01%
265PUBLIC SVC ENTERPRISE GRP IN744573106298$250.01%
266CANADIAN PACIFIC KANSAS CITYCP351$250.01%
267ACCENTURE PLC IRELANDACN71$240.01%
268ISHARES TR464287473192$240.01%
269FRANKLIN TEMPLETON DIGITAL H354921108457$240.01%
270EMBECTA CORPEMBC1,196$240.01%
271PROGRESSIVE CORP743315103101$240.01%
272DOW INCDOW577$230.01%
273GLOBAL PARTNERS LPGLP-PB500$230.01%
274ISHARES TR464287762400$230.01%
275CANADIAN NATL RY CO136375102236$230.01%
276AT&T INCT-PC1,047$230.01%
277WESTERN MIDSTREAM PARTNERS LWES600$230.01%
278PINTEREST INCPINS766$220.01%
279APPLIED MATLS INC038222105138$220.01%
280GENIUS SPORTS LIMITEDGENI2,500$210.01%
281CTO RLTY GROWTH INC NEW22948Q1011,100$210.01%
282F&G ANNUITIES & LIFE INCFGSN513$210.01%
283ISHARES TR464287549210$210.01%
284WHITESTONE REITWSR1,500$210.01%
285INTUITINTU35$210.01%
286DOVER CORPDOV109$200.01%
287BRITISH AMERN TOB PLC110448107560$200.01%
288AERSALE CORPORATIONASLE3,200$200.01%
289INVESCO EXCHANGE TRADED FD TIVZ498$200.01%
290CARNIVAL CORPCUKPF839$200.01%
291ALLIANCEBERNSTEIN HLDG L P01881G106556$200.01%
292DIREXION SHS ETF TR25460G823918$200.01%
293T-MOBILE US INCTMUSZ95$200.01%
294FIDELITY COVINGTON TRUST316092402798$190.00%
295COUPANG INCCPNG900$190.00%
296ROKU INCROKU268$190.00%
297DISCOVER FINL SVCS254709108113$190.00%
298DUPONT DE NEMOURS INCDD252$190.00%
299LYONDELLBASELL INDUSTRIES NLYB259$190.00%
300AST SPACEMOBILE INCASTS900$180.00%
301BOSTON SCIENTIFIC CORPBSX212$180.00%
302BLOCK INCBSQKZ214$180.00%
303ISHARES TR46434V621309$180.00%
304TOAST INCTOST500$180.00%
305ALPS ETF TR00162Q858334$180.00%
306ADVANCED MICRO DEVICES INCAMD146$170.00%
307KIMBERLY-CLARK CORPKMB135$170.00%
308GE VERNOVA INCGEV52$170.00%
309FIRST TR EXCHNG TRADED FD VI33740F805410$170.00%
310ESPERION THERAPEUTICS INC NEESPR8,000$170.00%
311AMPHENOL CORP NEW032095101255$170.00%
312SPDR SER TR78464A664686$170.00%
313DELTA AIR LINES INC DELDAL290$170.00%
314PROSPECT CAP CORPPSEC-PA4,125$170.00%
315MORGAN STANLEYMS-PQ141$170.00%
316VANGUARD WELLINGTON FD921935508107$170.00%
317ARISTA NETWORKS INCANET152$160.00%
318ISHARES TR464287234385$160.00%
319OREILLY AUTOMOTIVE INC67103H10714$160.00%
3203M COMMM126$160.00%
321NIKE INCNKE218$160.00%
322AMERICAN AIRLS GROUP INC02376R102960$160.00%
323HP INCHPQ517$160.00%
324VANECK ETF TRUST92189H300709$160.00%
325PLAINS GP HLDGS L PPAGP838$150.00%
326PHILIP MORRIS INTL INC718172109132$150.00%
327FREEPORT-MCMORAN INCFCX405$150.00%
328MAYVILLE ENGR CO INC5786051071,000$150.00%
329TRANE TECHNOLOGIES PLCTT43$150.00%
330BLACKSTONE INCBX88$150.00%
331LAUDER ESTEE COS INC518439104192$140.00%
332VANGUARD ADMIRAL FDS INC92193250540$140.00%
333LIVE NATION ENTERTAINMENT INLYV114$140.00%
334KLA CORPKLAC23$140.00%
335ISHARES TR46429B697161$140.00%
336ISHARES TR464287333151$140.00%
337CORTEVA INCCTVA249$140.00%
338CARVANA COCVNA73$140.00%
339INVESCO EXCHANGE TRADED FD TIVZ85$140.00%
340INTERNATIONAL PAPER CO460146103269$140.00%
341PRUDENTIAL FINL INCPUKPF124$140.00%
342GEO GROUP INC NEWGEO500$130.00%
343WASTE MGMT INC DEL94106L10965$130.00%
344ISHARES TR464288851150$130.00%
345ISHARES TR464287739144$130.00%
346BEST BUY INCBBY156$130.00%
347NET LEASE OFFICE PROPERTIESNLOP428$130.00%
348CHIPOTLE MEXICAN GRILL INCCMG217$130.00%
349ISHARES TR46434V878266$130.00%
350PROLOGIS INC.PLDGP127$130.00%
351BANK NEW YORK MELLON CORP064058100160$120.00%
352ZOETIS INCZTS77$120.00%
353GENERAL MTRS CO37045V100241$120.00%
354PARKER-HANNIFIN CORPPH20$120.00%
355VERTIV HOLDINGS COVRT107$120.00%
356ISHARES TR46428764842$120.00%
357ARCHER DANIELS MIDLAND COADM254$120.00%
358ISHARES TR464288877235$120.00%
359CINTAS CORPCTAS69$120.00%
360SPDR SER TR78464A714159$120.00%
361HUNT J B TRANS SVCS INC44565810773$120.00%
362QUEST DIAGNOSTICS INCDGX86$120.00%
363AIRBNB INCABNB95$120.00%
364WELLTOWER INCWELL88$110.00%
365GRAINGER W W INC38480210411$110.00%
366DATADOG INCDDOG79$110.00%
367SKYWORKS SOLUTIONS INCSWKS127$110.00%
368DANAHER CORPORATION23585110250$110.00%
369GILEAD SCIENCES INCGILD122$110.00%
370GENERAL DYNAMICS CORPGD44$110.00%
371VERTEX PHARMACEUTICALS INCVRTX29$110.00%
372OXFORD INDS INC691497309150$110.00%
373ASTRAZENECA PLCAZN176$110.00%
374BRISTOL-MYERS SQUIBB COCELG-RI207$110.00%
375BOOZ ALLEN HAMILTON HLDG CORBAH86$110.00%
376WISDOMTREE TRWT443$110.00%
377SCHWAB STRATEGIC TR808524102503$110.00%
378SCHWAB STRATEGIC TR808524755352$110.00%
379ISHARES TR464288661102$110.00%
380CONSTELLATION ENERGY CORPCEG51$110.00%
381RPM INTL INC74968510393$110.00%
382DOMINION ENERGY INCD213$110.00%
383STRYKER CORPORATIONSYK31$110.00%
384RIO TINTO PLCRTNTF200$110.00%
385REALTY INCOME CORPO217$110.00%
386TRACTOR SUPPLY COTSCO223$110.00%
387HEWLETT PACKARD ENTERPRISE CHPE-PC517$110.00%
388MARRIOTT INTL INC NEW57190320241$110.00%
389MARSH & MCLENNAN COS INC57174810252$110.00%
390EQUINIX INCEQIX12$110.00%
391PPL CORPPPLC367$110.00%
392KRAFT HEINZ COKHC355$100.00%
393TAKE-TWO INTERACTIVE SOFTWARTTWO57$100.00%
394SELECT SECTOR SPDR TR81369Y506118$100.00%
395PARAMOUNT GLOBAL92556H2061,000$100.00%
396FIRST TR EXCHANGE-TRADED FD33739Q200223$100.00%
397CLEARBRIDGE ENERGY MIDSTRM O18469P209222$100.00%
398MIRION TECHNOLOGIES INCMIR620$100.00%
399WESTERN DIGITAL CORPWDC172$100.00%
400ROBLOX CORPRBLX181$100.00%
401AMERICAN TOWER CORP NEW03027X10055$100.00%
402EQUIFAX INCEFX41$100.00%
403KENVUE INCKVUE495$100.00%
404MOODYS CORPMCO23$100.00%
405SPDR SER TR78464A508208$100.00%
406TE CONNECTIVITY PLCTEL66$90.00%
407AUTODESK INCADSK31$90.00%
408JOHNSON CTLS INTL PLCG51502105118$90.00%
409BAKER HUGHES COMPANYBKR238$90.00%
410US BANCORP DELUSB-PS205$90.00%
411CADENCE DESIGN SYSTEM INCCDNS30$90.00%
412FISERV INCFISV46$90.00%
413CAPITAL ONE FINL CORP14040H10553$90.00%
414VANGUARD WORLD FD92204A80152$90.00%
415FAIR ISAAC CORPFICO5$90.00%
416SNOWFLAKE INCSNOW64$90.00%
417SELECT SECTOR SPDR TR81369Y886126$90.00%
418MEDTRONIC PLCMDT118$90.00%
419TYSON FOODS INCTSN164$90.00%
420SCHWAB CHARLES CORPSCHW-PJ126$90.00%
421COPART INCCPRT170$90.00%
422IONQ INCIONQ-WT223$90.00%
423SURO CAPITAL CORPSSSSL1,620$90.00%
424ALEXANDRIA REAL ESTATE EQ IN015271109101$90.00%
425HILTON WORLDWIDE HLDGS INCHLT39$90.00%
426APOLLO GLOBAL MGMT INC03769M10657$90.00%
427MONGODB INCMDB42$90.00%
428DECKERS OUTDOOR CORPDECK40$80.00%
429SIMON PPTY GROUP INC NEW82880610947$80.00%
430KIMCO RLTY CORP49446R109357$80.00%
431CVS HEALTH CORPCVS191$80.00%
432CUMMINS INCCMI23$80.00%
433CLOUDFLARE INCNET75$80.00%
434FORTINET INCFTNT95$80.00%
435ISHARES TR46428760688$80.00%
436WYNN RESORTS LTDWYNN100$80.00%
437OWLET INCOWLTW2,000$80.00%
438MICROSTRATEGY INCSTRK31$80.00%
439VANGUARD WORLD FD92204A60332$80.00%
440ISHARES TR464288273136$80.00%
441SCHWAB STRATEGIC TR808524870324$80.00%
442VANGUARD INTL EQUITY INDEX F92204271871$80.00%
443SHERWIN WILLIAMS COSHW26$80.00%
444INVESCO LTDIVZ500$80.00%
445CENCORA INCCOR38$80.00%
446TRANSDIGM GROUP INCTDG7$80.00%
447TRUIST FINL CORP89832Q109188$80.00%
448REPLIGEN CORPRGEN61$80.00%
449AMERICAN INTL GROUP INC026874784110$80.00%
450DIGITAL RLTY TR INC25386810350$80.00%
451AMERIPRISE FINL INC03076C10616$80.00%
452ALPS ETF TR00162Q452168$80.00%
453CARLYLE SECURED LENDING INCCGBD500$80.00%
454HOWMET AEROSPACE INCHWM74$80.00%
455CBRE GROUP INCCBRE61$80.00%
456EATON VANCE TAX-MANAGED GLOBETN1,000$80.00%
457PULTE GROUP INC74586710174$80.00%
458MSCI INCMSCI14$80.00%
459SIMMONS 1ST NATL CORP828730200345$70.00%
460TARGET CORPTGT58$70.00%
461LAS VEGAS SANDS CORPLVS149$70.00%
462SELECT SECTOR SPDR TR81369Y308100$70.00%
463GERON CORPGERN2,000$70.00%
464SYNOPSYS INCSNPS16$70.00%
465GENERAL MLS INC370334104124$70.00%
466TARGA RES CORPTRGP41$70.00%
467XCEL ENERGY INCXELLL110$70.00%
468ISHARES TR46429B689104$70.00%
469EXELIXIS INCEXEL218$70.00%
470ROSS STORES INCROST49$70.00%
471ROCKET LAB USA INCRKLB313$70.00%
472RESMED INCRSMDF31$70.00%
473INTERCONTINENTAL EXCHANGE IN45866F10447$70.00%
474REPUBLIC SVCS INC76075910037$70.00%
475ILLINOIS TOOL WKS INC45230810931$70.00%
476SEMPRASREA90$70.00%
477DELL TECHNOLOGIES INCDELL61$70.00%
478EMERSON ELEC COEMR60$70.00%
479ELEVANCE HEALTH INCELV20$70.00%
480HOWARD HUGHES HOLDINGS INCHHH96$70.00%
481UNITED RENTALS INCURI10$70.00%
482AIR PRODS & CHEMS INCAIIR25$70.00%
483THE CIGNA GROUP12552310028$70.00%
484LIGHTSPEED COMMERCE INCLSPD410$60.00%
485COHEN & STEERS INFRASTRUCTUR19248A109287$60.00%
486CHARTER COMMUNICATIONS INC N16119P10819$60.00%
487KROGER COKR114$60.00%
488GODADDY INCGDDY35$60.00%
489GLOBAL X FDS37954Y343141$60.00%
490AVALONBAY CMNTYS INCAWX29$60.00%
491GENTEX CORPGNTX242$60.00%
492VISTRA CORPVST44$60.00%
493AERSALE CORPORATIONASLE1,000$60.00%
494SNAP INCSNAP585$60.00%
495CROWN CASTLE INCCCI67$60.00%
496OTIS WORLDWIDE CORPOTIS65$60.00%
497FASTENAL COFAST97$60.00%
498ISHARES TR46435G672131$60.00%
499CORNING INCGLW144$60.00%
500ISHARES TR46429B66361$60.00%