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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

Carmel Capital Partners, LLC

Quarter ended Q2 2023 · Filed April 19, 2023 · Accession 0001900481-23-000003

Total Value
$169.1M
Positions
468
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (468)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE FLOATING RATE TREASURY FUNDWT545,956$27.4M16.23%
2HOME DEPOTHD89,032$26.3M15.54%
3LENNAR CORP CL ALEN-B82,496$8.7M5.13%
4PALANTIR TECHNOLOGIES INC CL APLTR490,411$4.1M2.45%
5QUALCOMM INC COMQCOM16,496$2.1M1.24%
6LENNAR CORP CL BLEN-B23,152$2.1M1.22%
7NIKE INC CLASS BNKE14,573$1.8M1.06%
8PRICESMART INCPSMT25,000$1.8M1.06%
9OWL ROCK CAPITAL CORPORATION COMOWL133,150$1.7M0.99%
10STARWOOD PPTY TR INC COMSTHO91,694$1.6M0.96%
11APPLE INCAAPL9,800$1.6M0.96%
12BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC34,698$1.6M0.95%
13DISNEY WALT CO COM25468710615,724$1.6M0.93%
14BRISTOL-MYERS SQUIBB CO COMCELG-RI20,452$1.4M0.84%
15CSX CORP COMCSX47,009$1.4M0.83%
16BROOKFIELD ASSET MGMT INC COM VOTING11271J10743,071$1.4M0.83%
17INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ67,685$1.4M0.82%
18OAKTREE SPECIALTY LENDING CORP COMOCSL72,874$1.4M0.81%
19API GROUP CORP COM STKAPG59,986$1.3M0.80%
20UNITED PARCEL SERVICE INCUPS6,839$1.3M0.78%
21ILLUMINA INCILMN5,678$1.3M0.78%
22LIBERTY MEDIA CORP SERIES CFWONB16,833$1.3M0.74%
23DISCOVERY HLDG CO WBD81,241$1.2M0.73%
24ALCOA CORP COMAA28,415$1.2M0.72%
25BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC34,362$1.2M0.71%
26APPLIED MATLS INC COM0382221059,610$1.2M0.70%
27MICRON TECHNOLOGY INC COMMU19,480$1.2M0.70%
28LABORATORY CORP OF AMERICA 50540R4095,007$1.1M0.68%
29CHARLES SCHWAB CORPSCHW-PJ21,833$1.1M0.68%
30ORACLE CORPORATIONORCL-PD11,909$1.1M0.65%
31OCCIDENTAL PETE CORP COM67459910517,361$1.1M0.64%
32INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETFIVZ47,210$1.1M0.64%
33IQVIA HLDGS INC COMIQV5,316$1.1M0.63%
34APOLLO GLOBAL MGMT INC COM03769M10616,583$1.0M0.62%
35VICI PPTYS INC COM92565210931,771$1.0M0.61%
36ISHARES FLOATING RATE BOND ETF46429B65520,218$1.0M0.60%
37EXXON MOBIL CORP COMXOM9,196$1.0M0.60%
38INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ52,487$1.0M0.59%
39INTERCONTINENTAL EXCHANGE INC COM45866F1049,301$970,0180.57%
40ROCKWELL AUTOMATION INC COMROK3,243$951,5740.56%
41INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ46,104$925,2800.55%
42INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETFIVZ43,057$908,9070.54%
43ALPHABET INC CAP STK CL CGOOG8,734$908,3360.54%
44INGERSOLL RAND INC COMIR15,275$888,6780.53%
45LKQ CORP COMLKQ15,082$856,0570.51%
46BLACKSTONE INC COMBX9,701$852,1360.50%
47TESLA INC COMTSLA4,099$850,3790.50%
48CONCENTRIX CORP COMCNXC6,965$846,6190.50%
49AGILENT TECH INCA5,774$798,8110.47%
50ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E87432,856$788,8730.47%
51DISH NETWORK CORPORATION 2.375 03/15/202425470MAD1872,000$771,7200.46%
52BAXTER INTL INC COM07181310918,875$765,5700.45%
53CROWN HLDGS INC COMCCK9,231$763,5100.45%
54MARKEL CORP COMMKL584$746,0070.44%
55COSTCO WHOLESALE CORP22160K1051,480$735,3680.43%
56MICROSOFTMSFT2,537$731,3020.43%
57ON SEMICONDUCTOR CORP COMON8,699$716,1020.42%
58RPM INTL INC COM7496851038,109$707,4440.42%
59PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS69355M10756,657$702,5470.42%
60ABBVIE INC COMABBV4,137$659,3140.39%
61ZILLOW GROUP INC CL C CAP STKZ14,630$650,5960.38%
62CARMAX INC KMX10,101$649,2920.38%
63INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETFIVZ28,490$640,4550.38%
64AMAZON.COM INCAMZN6,080$628,0030.37%
65INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETFIVZ26,261$618,5780.37%
66SIMON PPTY GROUP INC NEW COM8288061095,384$602,8460.36%
67SEA LTD SPONSORD ADSSE6,500$562,5750.33%
68SPOTIFY TECHNOLOGY S A SHSSPOT4,046$540,6270.32%
69REALTY INCOME CORPO8,487$537,3970.32%
70KEURIG DR PEPPER INC COMKDP14,580$514,3820.30%
71ICAHN ENTERPRISES LP IEP9,774$505,4140.30%
72DIGITALBRIDGE GROUP INC CL A NEWDBRG-PJ41,694$499,9090.30%
73BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,590$490,9440.29%
74ELANCO ANIMAL HEALTH INC COMELAN50,790$477,4260.28%
75JEFFERIES FINL GROUP INC COM47233W10914,400$457,0560.27%
76TRUPANION INC COMTRUP10,570$453,3470.27%
77RH COMRH1,811$441,0690.26%
78W & T OFFSHORE INC COMWTI86,500$439,4200.26%
79LOCKHEED MARTIN CORPLMT924$436,8030.26%
80CHEVRON CORP NEW COMCVX2,661$434,1690.26%
81EXTRA SPACE STORAGE INC COMEXR2,645$430,9500.25%
82COCA COLA CO COMKO5,784$358,7820.21%
83MCDONALDS CORP COMMCD1,273$355,9440.21%
84PETCO HEALTH & WELLNESS CO INC COMWOOF39,161$352,4490.21%
85SCHWAB U.S. LARGE-CAP ETF8085242017,277$351,9880.21%
86LULULEMON ATHLETICA INC COMLULU943$343,4310.20%
87DOCUSIGN INC COMDOCU5,820$339,3060.20%
88MERCK & CO INCMRK3,169$337,1500.20%
89BERKLEY W R CORP COMWRB-PH5,325$331,5350.20%
90SPDR BLACKSTONE SENIOR LOAN ETF78467V6087,967$330,3120.20%
91BLACKROCK INC BLK486$325,1920.19%
92BROADCOM INC COMAVGO487$312,4300.18%
93JPMORGAN CHASE & CO COMVYLD2,367$308,4440.18%
94NORTHROP GRUMMAN CORP COMNOC668$308,4290.18%
95VISA INCV1,361$306,9410.18%
96ABBOTT LABS COMABLZF3,023$306,1090.18%
97META PLATFORMS INC CL AMETA1,444$306,0410.18%
98PHILLIPS EDISON & CO INC COMMON STOCKPECO9,295$303,2030.18%
99CARDINAL HEALTH INCCAH3,921$296,0360.18%
100JOHNSON & JOHNSON COMJNJ1,825$282,8750.17%
101MAIN STR CAP CORP COM56035L1047,138$281,6650.17%
102NVIDIA CORPORATION COMNVDA990$275,1010.16%
103NATIONAL RETAIL PROPERTIES INC COMNNN6,209$274,1270.16%
104THERMO FISHER SCIENTIFIC INC COMTMO474$272,9690.16%
105RESTAURANT BRANDS INTL INC COM76131D1034,037$271,0440.16%
106SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE4,082$269,9020.16%
107BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1130041058,224$269,0890.16%
108AUTOZONE INC COMAZO108$265,4800.16%
109BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN BMG162521014 SEDOL B2NHY98G162521017,825$264,2500.16%
110DOORDASH INC CL ADASH4,130$262,5030.16%
111TORONTO DOMINION BK ONT COM NEWTORO4,344$260,2060.15%
112WALMART INC COMWMT1,753$258,4800.15%
113MORGAN STANLEYMS-PQ2,934$257,6050.15%
114FS KKR CAP CORP COMFSK13,534$250,3790.15%
115TEXAS INSTRS INC COM8825081041,336$248,5090.15%
116AMERICAN ELEC PWR CO INC COM0255371012,727$248,1300.15%
117PROCTER AND GAMBLE CO COM7427181091,647$244,8920.14%
118DIREXION DAILY FTSE CHINA BULL 3X SHARES25459W7714,900$232,7990.14%
119PALO ALTO NETWORKS INC COMPANW1,146$228,9020.14%
120AFLAC INC COMAFL3,532$227,8850.13%
121PROLOGIS INC. COMPLDGP1,791$223,4630.13%
122INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFIVZ9,721$218,2760.13%
1233M CO COMMMM2,073$217,8930.13%
124LILLY ELI & CO COMLLY599$205,7090.12%
125ACTIVISION BLIZZARD INC COM00507V1092,362$202,1640.12%
126SPROTT PHYSICAL GOLD & SILVER TR UNITSII10,606$200,5590.12%
127SYNOPSYS INC COMSNPS511$197,3740.12%
128INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETFIVZ9,000$196,5310.12%
129NEWMONT CORP COMNEMCL4,007$196,4230.12%
130AMERICAN EXPRESS CO COMAXP1,183$195,1360.12%
131NEXTERA ENERGY INC COMNEE-PW2,525$194,6270.12%
132GOODRX HLDGS INC COM CL AGDRX31,123$194,5190.12%
133KIMBERLY-CLARK CORP COMKMB1,367$183,4790.11%
134CATERPILLAR INC COMCAT795$181,9280.11%
135BROWN & BROWN INC COMBRO3,162$181,5620.11%
136UNITEDHEALTH GROUPUNH375$177,2210.10%
137ISHARES CORE S&P 500 ETF464287200425$174,7090.10%
138EMERSON ELEC CO COMEMR1,838$160,1630.09%
139DEVON ENERGY CORP 25179M1033,146$159,2190.09%
140GILEAD SCIENCES INCGILD1,892$156,9790.09%
141COMCAST CORP NEW CL ACCZ4,074$154,4450.09%
142INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ8,000$154,4400.09%
143SCHWAB U.S. MID-CAP ETF8085245082,275$154,3590.09%
144PPL CORP COMPPLC5,521$153,4290.09%
145AVALONBAY CMNTYS INC COMAWX879$147,7250.09%
146AMCOR PLC ORDAMCCF12,975$147,6560.09%
147ARCHER DANIELS MIDLAND CO COMADM1,845$146,9730.09%
148SPDR S&P 600 SMALL CAP ETF78464A8131,733$145,6240.09%
149GENERAL MILLS INC COM3703341041,701$145,3670.09%
150INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETFIVZ6,000$141,9600.08%
151SALESFORCE.COM INC CRM708$141,4440.08%
152EATON CORP PLC SHSETN824$141,1840.08%
153EQUINIX INC COMEQIX194$139,8820.08%
154WALGREENS BOOTS ALLIANCE INC COM9314271084,019$138,9770.08%
155CUBESMART COMCUBE2,971$137,3200.08%
156SOUTHERN CO COMSOMN1,969$137,0030.08%
157TECHNIPFMC PLC COMFTI10,000$136,5000.08%
158US BANCORP DEL COM NEWUSB-PS3,778$136,1970.08%
159HOWARD HUGHES CORP COMHHH1,700$136,0000.08%
160DIAMONDBACK ENERGY INC COMFANG1,000$135,1700.08%
161LAMAR ADVERTISING CO NEW CL ALAMR1,341$133,9520.08%
162PFIZER INC COMPFE3,271$133,4570.08%
163ST JOE CO COMJOE3,170$131,9040.08%
164CION INVT CORP COM17259U20413,075$129,0500.08%
165UNION PAC CORP COMUNP639$128,5250.08%
166BOEING CO COMBA-PA600$127,4580.08%
167EQUITY LIFESTYLE PPTYS INC COM29472R1081,895$127,2110.08%
168AGREE RLTY CORP COM0084921001,823$125,0760.07%
169WELLTOWER INC COMWELL1,744$125,0270.07%
170GOOGLE INCGOOG1,200$124,4760.07%
171HONEYWELL INTL INC438516106642$122,6990.07%
172SYSCO CORP COMSYY1,560$120,4790.07%
173ACCENTURE LTD BERMUDA CL AACN420$120,0400.07%
174METLIFE INC COMMET-PF2,016$116,8070.07%
175ISHARES RUSSELL MID-CAP VALUE ETF4642874731,065$113,1030.07%
176GENERAL DYNAMICS CORP COMGD492$112,2790.07%
177CROWN CASTLE INC COMCCI829$110,9530.07%
178GOLDMAN SACHS GROUP INCGSCE337$110,2360.07%
179STRYKER CORPORATION COMSYK383$109,3350.06%
180EQUITY RESIDENTIAL SH BEN INTEQR1,817$109,0200.06%
181CVS HEALTH CORP COMCVS1,445$107,3780.06%
182DIGITAL REALTY TRUST INC2538681031,091$107,2560.06%
183MASTERCARD INC MA291$105,7520.06%
184ALEXANDRIA REAL ESTATE EQUITIES INC015271109840$105,4960.06%
185BANK AMERICA CORP COM0605051043,650$104,3900.06%
186KKR & CO INC COMKKRT1,924$101,0480.06%
187AUTOMATIC DATA PROCESSING INC COMADP446$99,2930.06%
188TARGET CORP COMTGT598$99,0470.06%
189DOUBLELINE OPPORTUNISTIC CR COMDBL6,970$98,8350.06%
190JBG SMITH PPTYS COM46590V1006,382$96,1130.06%
191CONSTELLATION BRANDS INC CL ASTZ425$96,0030.06%
192DUKE ENERGY CORP NEW COM NEWDUKB971$93,6720.06%
193AMERICAN TOWER CORP03027X100458$93,5880.06%
194DANAHER CORP 235851102369$92,9520.05%
195ELEVANCE HEALTH INC COMELV202$92,8820.05%
196TRANSDIGM GROUP INC COMTDG125$92,1310.05%
197CARLYLE GROUP INC COMCGABL2,918$90,6330.05%
198TPG INC COM CL ATPGXL3,070$90,0430.05%
199VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406846$89,2530.05%
200FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO19,970$88,6670.05%
201BLUE OWL CAPITAL INC COM CL AOWL7,977$88,3850.05%
202VANGUARD S&P 500 ETF922908363235$88,3760.05%
203INTL BUSINESS MACHINESINTR671$87,9610.05%
204PEPSICO INC COMPEP475$86,5930.05%
205SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622926$85,9510.05%
206SCHWAB US TIPS ETF8085248701,595$85,5080.05%
207BROOKFIELD BUSINESS CORP CL A EXC SUB VTGBBUC4,293$85,0870.05%
208CANADIAN PAC RAILWAYLTD13645T1001,100$84,6340.05%
209INTUIT INCINTU187$83,3700.05%
210LITHIA MTRS INC COM536797103360$82,4150.05%
211PAYCHEX INCPAYX705$80,7860.05%
212TRONOX HOLDINGS PLC SHSTROX5,599$80,5140.05%
213KELLOGG CO COMBEKE1,169$78,2760.05%
214FTAI AVIATION LTD SHSFTAIN2,770$77,4490.05%
215DOW INC COMDOW1,411$77,3510.05%
216VANGUARD DIVIDEND APPRECIATION ETF921908844493$75,9270.04%
217BLUEROCK HOMES TRUST INC COM CL ABHM3,771$74,7410.04%
218NORFOLK SOUTHN CORP COM655844108350$74,2000.04%
219CREDIT SUISSE X-LINKS GOLD SHARES COVERED CALL ETNUSOI502$74,1910.04%
220CHICAGO MERCANTILE HLDGS INCCME385$73,7350.04%
221AIR PRODS & CHEMS INC COMAIIR250$71,8030.04%
222OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARESODFL210$71,5760.04%
223ZOETIS INC CL AZTS425$70,7370.04%
224PROSPECT CAP CORP COMPSEC-PA9,850$68,5560.04%
225ISHARES TIPS BOND ETF464287176593$65,3780.04%
226PERIMETER SOLUTIONS SA COMMON STOCKPRM8,056$65,0920.04%
227PRUDENTIAL FINL INCPUKPF776$64,2060.04%
228ADOBE SYSTEMS INCORPORATED COMADBE161$62,1990.04%
229S&P GLOBAL INC COMSPGI180$62,0590.04%
230IRIDIUM COMMUNICATIONS IRDM1,000$61,9300.04%
231ESTEE LAUDER COMPANIES INC518439104250$61,6150.04%
232SERVICE NOW INC NOW130$60,4140.04%
233ISHARES CORE U.S. AGGREGATE BOND ETF464287226602$59,9830.04%
234IRHYTHM TECHNOLOGIES INC COMIRTC460$57,0540.03%
235SPDR S&P 500 ETF TRUSTSPY134$54,8580.03%
236VISTRA CORP COMVST2,260$54,2400.03%
237RAYTHEON TECHNOLOGIES CORP COMRTX522$51,1190.03%
238INTUITIVE SURGICAL INC COM NEWISRG189$48,2840.03%
239CONSOLIDATED EDISON INC COMED504$48,2180.03%
240WISDOMTREE U.S. HIGH DIVIDEND FUNDWT584$48,0460.03%
241ALLSTATE CORP COMALL-PJ433$47,9810.03%
242VANGUARD REIT INDEX ETF922908553571$47,4160.03%
243VANGUARD TOTAL BOND MARKET ETF921937835642$47,3990.03%
244VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870591$47,3940.03%
245ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638880$45,1260.03%
246ISHARES RUSSELL 1000 ETF464287622200$45,0460.03%
247SHOPIFY INC CL ASHOP930$44,5840.03%
248UBER TECHNOLOGIES INC COMUBER1,401$44,4120.03%
249MEDTRONIC PLC SHSMDT550$44,3410.03%
250ONEOK INC NEW COMOKE692$43,9700.03%
251ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646847$42,8070.03%
252LOWES COS INC COM548661107213$42,5940.03%
253COLGATE PALMOLIVE CO COMCL560$42,0840.02%
254ISHARES CALIFORNIA MUNI BOND ETF464288356697$40,0220.02%
255SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,310$39,8630.02%
256POTLATCH CORP737630103800$39,6170.02%
257WASTE MGMT INC DEL COM94106L109233$38,0190.02%
258VANGUARD CONSUMER DISCRETIONARY ETF92204A108150$37,8830.02%
259CUMMINS INC COMCMI158$37,7430.02%
260TEMPLETON GLOBAL INCOME FD COM8801981068,522$37,4970.02%
261BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK1,700$36,9240.02%
262CISCO SYS INCCSCO668$34,9200.02%
263PRICE T ROWE GROUP INC COMTROW309$34,8860.02%
264DELTA AIR LINES INC DEL CMNDAL992$34,6410.02%
265ATLASSIAN CORPORATION CL ATEAM200$34,2340.02%
266SCHRODINGER INC COMSDGR1,300$34,2290.02%
267ISHARES MSCI KLD 400 SOCIAL ETF464288570438$34,1600.02%
268ROLLINS INC COMROL900$33,7770.02%
269CONTANGO ORE INC COM21077F1001,149$32,7470.02%
270CRESCENT ENERGY COCRGY2,818$31,8720.02%
271CORNING INC COMGLW898$31,6810.02%
272AT&T INC COMT-PC1,617$31,1270.02%
273GARMIN LTD SHSGRMN300$30,2760.02%
274MCKESSON CORPMCK85$30,2640.02%
275KROGER CO COMKR600$29,6220.02%
276GENERAL MOTORS CORP37045V100802$29,4170.02%
277VANGUARD ESG U.S. STOCK ETF921910733394$28,2540.02%
278BLACKROCK TAX MUNICPAL BD TR SHSBLK1,460$26,1630.02%
279GENERAL ELECTRIC CO COM NEW369604301249$23,8040.01%
280STAG INDL INC COM85254J102700$23,6740.01%
281GENUINE PARTS CO COMGPC140$23,4230.01%
282TAL EDUCATION GROUP SPONSORED ADSTAL3,645$23,3640.01%
283XEROX HOLDINGS CORP COM NEWXRXDW1,507$23,2080.01%
284BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG16258108736$23,1910.01%
285EQUIFAX INC COMEFX114$23,1240.01%
286SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663242$22,2200.01%
287ISHARES CORE HIGH DIVIDEND ETF46429B663212$21,5520.01%
288ILLINOIS TOOL WKS INC COM45230810986$20,9370.01%
289WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT331$20,6350.01%
290ISHARES 0-5 YEAR TIPS BOND ETF46429B747200$19,8460.01%
291ALTRIA GROUP INC COMMO436$19,4540.01%
292CHUBB LIMITED COMCB100$19,4180.01%
293VANGUARD ESG INTERNATIONAL STOCK ETF921910725370$19,3730.01%
294ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193840$19,3330.01%
295WARBY PARKER INC CL A COMWRBY1,814$19,2100.01%
296VANGUARD TOTAL WORLD STOCK ETF922042742200$18,4180.01%
297SPDR GOLD ETFGLD100$18,3220.01%
298TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100195$18,1390.01%
299NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTNU1,442$17,2320.01%
300FIRST TRUST NASDAQ CYBERSECURITY ETF33734X846400$17,1000.01%
301XCEL ENERGY INC COMXELLL250$16,8600.01%
302INTEL CORP COMINTC500$16,3350.01%
303DARDEN RESTAURANTS INC COMDRI105$16,2920.01%
304NUVEEN CA QUALTY MUN INCOME FD COMNU1,444$15,8980.01%
305CAPITAL ONE FINANCIAL CORP14040H105152$14,6160.01%
306INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETFIVZ590$14,6140.01%
307KLA CORP COM NEWKLAC36$14,3700.01%
308VANGUARD SMALL CAP VALUE ETF92290861190$14,2880.01%
309WEC ENERGY GROUP INC COMWEC150$14,2190.01%
310ISHARES GLOBAL CLEAN ENERGY ETF464288224718$14,2020.01%
311GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT36465A1093,787$13,8600.01%
312BOOKING HOLDINGS INC COMBKNG5$13,2620.01%
313NATIONAL FUEL GAS CO COMNFG220$12,7030.01%
314ISHARES RUSSELL 1000 GROWTH ETF46428761450$12,2170.01%
315STARBUCKS CORPSBUX114$11,8710.01%
316TRUIST FINL CORP COM89832Q109348$11,8670.01%
317VIRTUS DIVIDEND INTEREST & PR COMNFJ1,000$11,7600.01%
318WELLS FARGO CO NEW COM949746101314$11,7370.01%
319MITEK SYS INC COM NEWMITK1,200$11,5080.01%
320SPDR S&P DIVIDEND ETF78464A76392$11,3810.01%
321WYNN RESORTS LTD COMWYNN100$11,1910.01%
322VANGUARD VALUE ETF92290874480$11,0490.01%
323SEMPRA COMSREA73$11,0350.01%
324ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834175$10,8410.01%
325VIASAT INC COMVSAT307$10,3890.01%
326EPR PPTYS SBI26884U109272$10,3630.01%
327SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889319$10,2460.01%
328ASML HOLDING N V N Y REGISTRY SHSASMLF15$10,2110.01%
329THE TRADE DESK INC COM CL A88339J105160$9,7460.01%
330WESTERN DIGITAL CORP. 1.5 02/01/2024WDC10,000$9,6400.01%
331FOUR CORNERS PPTY TR INC COM35086T109337$9,0520.01%
332ISHARES U.S. TREASURY BOND ETF46429B267387$9,0480.01%
333WORKDAY INC CL AWDAY42$8,6750.01%
334OKTA INC CL AOKTA100$8,6240.01%
335CHIPOTLE MEXICAN GRILL INCCMG5$8,5410.01%
336CHESAPEAKE ENERGY CORP COMEXE110$8,3640.00%
337FTAI INFRASTRUCTURE INC COMMON STOCKFIP2,770$8,3100.00%
338INVESCO PREFERRED ETFIVZ682$7,8290.00%
339SUN LIFE FINANCIAL INC COMSUNFF167$7,7990.00%
340INVESCO SOLAR ETFIVZ100$7,7630.00%
341UNITI GROUP INC COMUNIT2,161$7,6720.00%
342ADVANCED MICRO DEVICES INC COMAMD77$7,5860.00%
343LAM RESEARCH CORP COMLRCX14$7,4220.00%
344APOLLO TACTICAL INCOME FD INC COM037638103600$7,2720.00%
345CBRE GROUP INC ACBRE97$7,0630.00%
346MAXLINEAR INC COMMXL200$7,0420.00%
347AMGEN INCAMGN29$7,0110.00%
348NOVO-NORDISK A/S ADR ADR CMNNONOF44$7,0020.00%
349LAS VEGAS SANDS CORPLVS121$6,9510.00%
350BLOCK INC CL ABSQKZ101$6,9340.00%
351MUNIVEST FD INCBLK1,000$6,9200.00%
352BP PLC SPONSORED ADRBPPFF182$6,9050.00%
353GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC82$6,7260.00%
354NETFLIX INC COMNFLX18$6,3570.00%
355ROBERT HALF INTL INC COMRHI78$6,2840.00%
356ISHARES MSCI CANADA ETF464286509181$6,1870.00%
357HP INC COMHPQ200$5,8700.00%
358ARK GENOMIC REVOLUTION ETF00214Q302194$5,8340.00%
359FISERV INC COMFISV50$5,6520.00%
360EASTMAN CHEM CO COMEMN66$5,5660.00%
361ISHARES GOLD TRUSTIAU148$5,5310.00%
362BROADRIDGE FINL SOLUTIONS INC COM11133T10337$5,4230.00%
363CONOCOPHILLIPS COMCOP54$5,3570.00%
364YUM! BRANDS INCYUM40$5,2830.00%
365PURECYCLE TECHNOLOGIES INC COMPCTTW700$4,9000.00%
366PUBLIC STORAGE COMPSA-PS16$4,8340.00%
367CADENCE DESIGN SYSTEM INC COMCDNS22$4,6220.00%
368FORD MOTOR COMPANY345370860362$4,5610.00%
369ARK FINTECH INNOVATION ETF00214Q708242$4,5520.00%
370APPIAN CORP CL AAPPN100$4,4380.00%
371COEUR MNG INC COM NEW1921085041,100$4,3890.00%
372BRIGHTSPIRE CAPITAL INC COM CL ABRSP730$4,3070.00%
373CREDIT SUISSE X-LINKS SILVER SHARES COVERED CALL ETNUSOI50$4,0660.00%
374VANGUARD GROWTH ETF92290873616$3,9910.00%
375ZIMMER HLDGS INCZBH30$3,8760.00%
376INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ14$3,8640.00%
377VANGUARD INFORMATION TECHNOLOGY ETF92204A70210$3,8550.00%
378SOURCE CAP INC COMSOR100$3,7790.00%
379WESTERN DIGITAL CORP. COMWDC100$3,7670.00%
380GREEN BRICK PARTNERS INC COMGRBK-PA100$3,5060.00%
381ISHARES 7-10 YEAR TREASURY BOND ETF46428744035$3,4490.00%
382SOUTHWEST AIRLS CO COM844741108105$3,4170.00%
383HEWLETT PACKARD ENTERPRISE CO COMHPE-PC200$3,1860.00%
384SPDR PORTFOLIO LONG TERM TREASURY ETF78464A664101$3,1190.00%
385NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH229$3,0800.00%
386KEYSIGHT TECHNOLOGIES INC COMKEYS19$3,0680.00%
387VIATRIS INC COMVTRS315$3,0300.00%
388ANALOG DEVICES INC COMADI15$2,9580.00%
389ASTROTECH CORP COMASTC273$2,9100.00%
390PAYPAL HLDGS INC COMPYPL38$2,9010.00%
391MP MATERIALS CORP COM CL AMP100$2,8190.00%
392GSK PLC SPONSORED ADRGLAXF79$2,7970.00%
393FREEPORT MCMORAN COPPER FCX68$2,7820.00%
394BOSTON SCIENTIFIC CORP COMBSX55$2,7520.00%
395HUNTINGTON INGALLS INDS INC COM44641310613$2,6910.00%
396YUM CHINA HLDGS INC COMYUMC40$2,5360.00%
397LATTICE SEMICONDUCTOR CORP COMLSCC25$2,3880.00%
398UNITED RENTALS INCURI6$2,3750.00%
399PARKER-HANNIFIN CORP COMPH7$2,3530.00%
400PACKAGING CORP AMER COM69515610916$2,2210.00%
401ORGANON & CO COMMON STOCKOGN94$2,2110.00%
402GOODYEAR TIRE & RUBR CO COM382550101200$2,2040.00%
403WESTERN ALLIANCE BANCORP COMWAL-PA60$2,1320.00%
404ATLANTICA SUSTAINABLE INFR PLC SHSALDA71$2,0990.00%
405DEXCOM INC COMDXCM18$2,0910.00%
406OMNICOM GROUP INC COMOMC22$2,0750.00%
407SENSATA TECHNOLOGIESHLDGS NV COM EUR0.01ST40$2,0010.00%
408BIOGEN IDEC INCBIIB7$1,9460.00%
409ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY19$1,9410.00%
410SPLUNK INC COM84863710420$1,9180.00%
411TOTAL SA ADRTTE32$1,9010.00%
412ECOLAB INC COMECL11$1,8210.00%
413THE CIGNA GROUP COM1255231007$1,7890.00%
414ASTRAZENECA PLC- SPONS ADRAZN26$1,7770.00%
415VMWARE INC CL A CLASS A92856340214$1,7480.00%
416OREILLY AUTOMOTIVE INC COM67103H1072$1,6980.00%
417MODERNA INC COMMRNA11$1,6890.00%
418GLOBAL PAYMENTS INC 37940X10216$1,6840.00%
419WASTE CONNECTIONS INC COMWCN12$1,6690.00%
420SONY GROUP CORPORATION SPONSORED ADRSNEJF18$1,6320.00%
421AVERY DENNISON CORP COMAVY9$1,6100.00%
422HANNON ARMSTRONG SUST INFR CAP COM41068X10056$1,6020.00%
423SIMPLIFY TAIL RISK STRATEGY ETF82889N780160$1,4890.00%
424TILRAY BRANDS INC COMTLRY565$1,4290.00%
425SAP AKTIENGESELLSCHAFT ADRSAPGF11$1,4170.00%
426DELPHI AUTOMOTIVE PLC COMAPTV12$1,3460.00%
427THOMSON REUTERS CORP. COM NEWTMSOF10$1,3010.00%
428DELL TECHNOLOGIES INC CL CDELL32$1,2870.00%
429SCHLUMBERGER LTD COM STKSLB26$1,2770.00%
430KYNDRYL HLDGS INC COMMON STOCKKD85$1,2550.00%
431TRANSUNION COMTRU20$1,2430.00%
432FIRST REPUBLIC BANK 33616C10087$1,2170.00%
433ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST26924G508298$1,0490.00%
434BANCO SANTANDER S.A. ADRBCDRF273$1,0080.00%
435VOYAGER THERAPEUTICS INC COMVYGR130$1,0020.00%
436WOORI FINL GROUP INC SPONSORED ADS98106410838$9990.00%
437ANHEUSER BUSCHBUDFF14$9480.00%
438OCCIDENTAL PETE CORP WT EXP 08032767459916223$9430.00%
439BHP GROUP LTD SPONSORED ADSBHPLF15$9380.00%
440BROOKFIELD REINS LTD CL A EXCH LT VTGG1625010525$8250.00%
441HALEON PLC SPON ADSHLNCF99$8090.00%
442WABTEC9297401088$8080.00%
443RIO TINTO PLC SPON ADRRTNTF10$7130.00%
444ASTROTECH CORP COMASTC66$7040.00%
445TORTOISE PIPELINE & ENERGY FD COM89148H20724$6170.00%
446CARNIVAL CORPCUKPF58$5890.00%
447ROYAL CARRIBBEAN CRUISES LTDV7780T1039$5880.00%
448PAR TECHNOLOGY CORP COMPAR16$5430.00%
449AMC ENTMT HLDGS INC CL A COM00165C10492$4610.00%
450DXC TECHNOLOGY CO COMDXC17$4350.00%
451PJT PARTNERS INC COM CL APJT6$4330.00%
452PHUNWARE INC COMPHUN600$4260.00%
453SYLVAMO CORP COMMON STOCKSLVM8$3700.00%
454ORION OFFICE REIT INC COMONL53$3550.00%
455CANOPY GROWTH CORP COMCGC192$3360.00%
456BLINK CHARGING CO COMBLNK34$2940.00%
457VIRGIN GALACTIC HOLDINGS INC COMSPCE50$2030.00%
458PROCURE SPACE ETF74280R20510$1910.00%
459INTREPID POTASH INC COMIPI6$1660.00%
460WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF5$1170.00%
461VANGUARD ENERGY92204A3061$1140.00%
462BRISTOL-MYERS SQUIBB CO CONTIN VAL RTCELG-RI600$720.00%
463VIAVI SOLUTIONS INC COMVIAV3$320.00%
464MOMENTUS INC COM CL AMNTSW50$290.00%
465BLACKBERRY LTD COMBB6$270.00%
466IDEANOMICS INC COM45166V106228$250.00%
467ZIMVIE INC COM98888T1073$220.00%
468FUNKO INC COM CL AFNKO1$90.00%