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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

1620 INVESTMENT ADVISORS, INC.

Quarter ended Q2 2024 · Filed July 23, 2024 · Accession 0001907281-24-000001

Total Value
$130.5M
Positions
597
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR Portfolio Intrmdt Term Corp Bd ETF78464a375123,804$4.0M3.09%
2iShares 7-10 Year Treasury Bond ETF46428744035,275$3.3M2.54%
3SPDR MSCI EAFE StrategicFactors ETF78463x43442,473$3.2M2.44%
4SPDR Ptf Short-Term Treasury ETF78468R10198,888$2.9M2.19%
5Tri Continental Corporation89543610389,870$2.8M2.14%
6JPMorgan Chase & COVYLD12,489$2.5M1.94%
7Microsoft CorpMSFT5,533$2.5M1.90%
8iShares Short Term Ntnl Muni Bond ETF46428815822,451$2.3M1.80%
9TJX Companies Inc87254010919,317$2.1M1.63%
10Apple IncAAPL9,609$2.0M1.55%
11iShares Short-Term Corporate Bond ETF46428864638,434$2.0M1.51%
12Freedom 100 Emerging Markets ETF02072L60754,904$1.9M1.49%
13Schwab U.S. TIPS ETF80852487036,484$1.9M1.46%
14Eaton Corp PLCETN5,326$1.7M1.28%
15SPDR Doubleline Total Return Tactical ETF78467v84841,123$1.6M1.25%
16Abbvie, Inc.ABBV8,355$1.4M1.10%
17Vaneck Vectors Amt-Free Intermediate Mun I92189h20130,529$1.4M1.07%
18VanEck Vectors Fallen Angel HiYld Bd ETF92189f43747,797$1.4M1.04%
19Chevron CorporationCVX8,523$1.3M1.02%
20Pepsico IncPEP8,018$1.3M1.01%
21Taiwan Semiconductor Manufacturing Co Ltd8740391007,497$1.3M1.00%
22RTX CorporationRTX12,626$1.3M0.97%
23Verizon CommunicationsVZ29,357$1.2M0.93%
24PIMCO Active Bond ETF72201r77513,272$1.2M0.93%
25SPDR Doubleline Emerging Mkts Fxd Inc ETF78470p30927,159$1.1M0.88%
26Microchip TechnologyMCHPP12,523$1.1M0.88%
27John Hancock Preferred Income ETF47804j77648,357$1.1M0.83%
28Marathon Pete CorpMPC6,000$1.0M0.80%
29Berkshire HathawayBRK-A2,424$986,0830.76%
30ExxonMobil CorpXOM8,481$976,3330.75%
31Corning IncGLW24,810$963,8500.74%
32IBM CorpINTR5,526$955,7220.73%
33Novartis AG Sponsored ADRNVSEF8,810$937,9130.72%
34Netapp IncNTAP7,146$920,3800.71%
35Broadcom Inc.AVGO570$915,1520.70%
36Southern CompanySOMN11,143$864,3450.66%
37Ares Capital CorpARCC39,432$821,7590.63%
38SPDR MSCI USA StrategicFactors ETF78468r8125,545$817,7380.63%
39Powell Industries, Inc.POWL5,410$775,7940.60%
40Home Depot IncHD2,218$763,5440.59%
41AstraZeneca PlcAZN9,680$754,9600.58%
42Mondelez Intl Class A60920710511,416$747,0630.57%
43Invesco Preferred ETFIVZ63,179$729,7190.56%
44Tortoise Energy InfrastructureTYG20,442$712,8090.55%
45RenaissanceRe Holdings Ltd Pfd FRNR-PG29,810$688,6110.53%
46RPM International7496851036,159$663,2010.51%
47Invitation Homes Inc.INVH18,339$658,1870.51%
48Hercules Capital IncHCXY31,746$649,2060.50%
49Williams Cos96945710015,105$641,9620.49%
50Starwood Ppty Tr REITSTHO33,886$641,8010.49%
51Innovative Industrial Properties, Inc.INHD5,848$638,7400.49%
52Intl Flavors & Fragrances Inc.4595061016,646$632,7660.49%
53Amazon Com IncAMZN3,273$632,5070.49%
54Constellation Brands, Inc.STZ2,398$616,9850.47%
55EPR Properties REIT26884u10914,511$609,1790.47%
56The Blackstone Group Inc.BX4,860$601,6680.46%
57Walt Disney Co2546871066,024$598,1290.46%
58Lincoln Natl-In53418710919,201$597,1510.46%
59Public Storage Pfd MPSA-PS32,095$596,9670.46%
60Diamondrock Hospitality Tr REITDRH70,463$595,4120.46%
61Palo Alto Networks Inc.PANW1,674$567,5030.44%
62Federated Hermes Inc., Class BFHI17,112$562,6430.43%
63Kinder MorganEP-PC27,677$549,9420.42%
64National Storage AffiliatesNSA-PB13,337$549,7510.42%
65Alphabet Inc. Class AGOOG2,983$543,3530.42%
66Pfizer IncorporatedPFE19,329$540,8180.42%
67Agree Realty Corp REIT0084921008,642$535,2980.41%
68The Allstate Corporation Pfd IALL-PJ26,221$531,5000.41%
69Johnson Controls Intl IncJCI7,948$528,3270.41%
70Best Buy IncBBY6,091$513,4100.39%
71iShares Investment Grade Bond Factor ETF46435g21911,573$513,3660.39%
72A T & T IncT-PC26,249$501,6180.38%
73Seagate Technology Holdings PLCg7997r1034,809$496,6250.38%
74The Travelers Cos Inc.7928601082,434$494,9300.38%
75Rithm Capital Corp.RITM-PF45,187$492,9900.38%
76Wal-Mart Stores IncWMT7,252$491,0330.38%
77Kimberly Clark CorpKMB3,550$490,6100.38%
78MedtronicMDT6,148$483,9090.37%
79iShares Tr Barclays Treasury Bd 1-3 Year4642874575,920$483,3680.37%
80Abbott LaboratoriesABLZF4,618$479,8560.37%
81Schlumberger LTDSLB9,963$470,0540.36%
82Oneok IncOKE5,757$469,5180.36%
83Block H & RBSQKZ8,425$456,8690.35%
84Northrop GrummnNOC1,046$456,0040.35%
85Bristol-Myers SquibbCELG-RI10,781$447,7220.34%
86Thermo Fisher ScientificTMO808$446,8240.34%
87Ralph Lauren CorporationRL2,547$445,8780.34%
88Du Pont EI De NemourDD5,535$445,5130.34%
89Flex LNG LTDFLNG16,300$440,7520.34%
90Guess Inc40161710521,510$438,8040.34%
91Pub Svc Enterprise Grp7445731065,912$435,7140.33%
92VanEck Morningstar Wide Moat ETF92189f6435,023$435,0420.33%
93Dominion Energy IncD8,307$407,0430.31%
94Gilead Science IncGILD5,872$402,9010.31%
95Lockheed Martin CorpLMT847$395,6340.30%
96Miller Industries6005512047,153$393,5740.30%
97Cheniere Energy IncLNG2,242$391,9690.30%
98Sapiens Int'l Corp N.V.g7t16g10311,551$391,9250.30%
99Johnson & JohnsonJNJ2,666$389,6630.30%
100iShares JPMorgan USD Emerg Mkts Bond ETF4642882814,397$389,0780.30%
101FS KKR Capital Corp.FSK19,371$382,1900.29%
102Automatic Data ProcessingADP1,600$381,9040.29%
103Cisco Systems IncCSCO7,896$375,1390.29%
104Enterprise Products LP29379210712,815$371,3790.29%
105Unitil CorpUTL7,145$370,0400.28%
106Genl DynamicsGD1,248$362,0950.28%
107TotalEnergies SETTE5,305$353,7370.27%
108Garmin Ltd OrdGRMN2,142$348,9950.27%
109Global X Fds Emerging Markets ETF37954y35015,340$343,8510.26%
110Pinnacle West CapPNW4,472$341,5710.26%
111Patterson Companies Inc.70341210614,124$340,6710.26%
112Alexander & Baldwin01449110419,983$338,9080.26%
113Ryder Systems Inc.R2,690$333,2370.26%
114Diamond Rock Hospitality Pfd ADRH13,071$329,3890.25%
115Intel CorpINTC10,630$329,1990.25%
116Morgan Stanley Pfd Ser AMS-PQ14,250$326,0400.25%
117Mercadolibre IncMELI191$314,2850.24%
118Compass Diversified LPCOMP14,117$309,0210.24%
119Caterpillar IncCAT927$308,7840.24%
120Magna Intl Cl A5592224017,354$308,1330.24%
121Tapestry Inc.TPR7,129$305,0500.23%
122Cousins Properties22279550213,141$304,2140.23%
123Citizens Finl GroupCIA8,400$302,6520.23%
124Oracle CorporationORCL-PD2,143$302,5920.23%
125Huntington Ingalls Industries Inc.4464131061,228$302,4930.23%
126Simon Property8288061091,966$298,4390.23%
127Sysco CorpSYY4,120$294,1270.23%
128Texas Instruments8825081041,501$291,9900.22%
129Air Prods & CheAIIR1,130$291,5960.22%
130Cardinal Health Inc.CAH2,938$288,8640.22%
131Graphic PackagingGPK10,833$283,9450.22%
132Amer Express CoAXP1,220$282,4910.22%
133SPDR Nuveen Blmbrg Barclays Mun Bd ETF78468r7216,088$278,5260.21%
134Tanger Factory Outlet Centers, Inc.SKT10,268$278,3650.21%
135VanEck Vectors Short High Yld Muni ETF92189f38712,415$277,7240.21%
136Dicks Sporting Goods2533931021,287$276,5120.21%
137Emerson Elec CoEMR2,489$274,1880.21%
138Canadian Natl Railway1363751022,253$266,1470.20%
139Darden RestaurantsDRI1,757$265,8690.20%
140Foot Locker Inc.34484910410,394$259,0180.20%
141Halliburton Co HldgHAL7,320$247,2700.19%
142Invesco Senior Loan ETFIVZ11,440$240,6980.18%
143Truist Financial Corp.TFC-PR6,183$240,2010.18%
144Viatris Inc.VTRS22,002$233,8800.18%
145Bank Of Ny Mellon Corp0640571024,970$227,2280.17%
146Four Corners Property TrustFCPT8,770$216,3560.17%
147Eli Lilly & CompanyLLY237$214,5750.16%
148Valero Energy Corp NewVLO1,355$212,4100.16%
149Utd HealthcareUNH417$212,3610.16%
150Kroger CoKR4,228$211,1040.16%
151Arthur J Gallagher & Co363576109808$209,5220.16%
152Ameriprise Financial Inc.AMP480$205,0510.16%
153Compass Diversified Pfd A2045lq2038,337$202,1720.16%
154Diamondback EnergyFANG956$191,3820.15%
155Appld Matls Inc038222105808$190,6800.15%
156Fedex CorporationFDX627$188,0000.14%
157Elme CommunitiesELME11,541$183,8480.14%
158Roper Inds IncROP326$183,7530.14%
159Bassett Furniture Industries, Inc.07020310412,810$182,0300.14%
160Lennar Corp Class ALEN-B1,208$181,0600.14%
161Rockwell AutomtROK654$180,0330.14%
162CVS Health CorpCVS3,044$179,7790.14%
163Invesco BulletShares 2024 Corp Bond ETFIVZ8,485$178,6940.14%
164Schwab US Dividend Equity ETF8085247972,248$174,7880.13%
165RenaissanceRe Hldgsg7496g103770$172,1030.13%
166Spdr Gold Shares863307104798$171,5780.13%
167Amer Elec Pwr0255371011,943$170,5160.13%
168Teradyne IncTER1,134$168,1610.13%
169Coherent Inc.COHR2,316$167,8170.13%
170Shift 4 Payments, Inc.FOUR-PA2,272$166,6510.13%
171Analog DevicesADI703$160,4670.12%
172Hannon Armstrong Sustainable Infrastructur41068x1005,413$160,2250.12%
173Minerals Tech IncMTX1,919$159,5840.12%
174Copart IncCPRT2,913$157,7680.12%
175Cullen Frost BankersCFR-PB1,551$157,6280.12%
176Paypal Holdings IncPYPL2,608$151,3420.12%
177Vita Coco Co Inc.COCO5,393$150,1950.12%
178Ultra Clean HoldingsUCTT3,021$148,0290.11%
179Samsung Electronics Co.Y747181002,500$148,0200.11%
180iShares Russell 2500 ETF46435g2682,338$146,3590.11%
181Ciena CorpCIEN3,025$145,7440.11%
182Boston Beer Co Inc ASAM476$145,2040.11%
183Dover CorporationDOV803$144,9010.11%
184Universal Display CoOLED675$141,9190.11%
185Global X U.S. Preferred ETF3795446577,204$141,7790.11%
186Micron TechMU1,056$138,8960.11%
187Procter & Gamble742718109838$138,2030.11%
188Colgate Palmolive CoCL1,424$138,1850.11%
189Pure Storage Inc.74624m1022,092$134,3270.10%
190Nestle Sa Reg Shares6410694061,305$133,6970.10%
191Entergy Corp29364g1031,200$128,4000.10%
192Hexcel Corp4282911082,051$128,0850.10%
193U M B Financial Corp9027881081,535$128,0500.10%
194Mks InstrumentsMKSI969$126,5320.10%
195Stepan Co.SCL1,468$123,2620.09%
196United TherapeuticsUTHR386$122,9600.09%
197M&T Bank Corp55261F104800$121,0880.09%
198Equity Commonwealth Pfd D2946282014,850$120,8130.09%
199Neurocrine Biosciences, Inc.NBIX857$117,9830.09%
200Lantheus Holdings Inc.LNTH1,458$117,0630.09%
201Ishares Trust Msci Emerging Markets4642872342,720$115,8450.09%
202Enbridge IncENNPF3,212$114,3150.09%
203GXO Logistics, Inc.GXO2,210$111,6050.09%
204Terex CorpTEX2,019$110,7220.08%
205Expedia Inc.EXPE865$108,9810.08%
206Biomarin PharmaBMRN1,323$108,9230.08%
207Essex Ppty Tr297178105400$108,8800.08%
208Danaher Corp235851102434$108,5320.08%
209State St CorpSTT-PG1,454$107,5960.08%
210Merck & Co IncMRK863$106,8590.08%
211Amgen IncAMGN341$106,5450.08%
212Hudson TechnologiesHDSN11,972$105,2330.08%
213Schwab 5-10 Year Corporate Bond ETF8085246982,386$105,2230.08%
214Rapid7, Inc.RPD2,431$105,0920.08%
215VF CorpVFC7,666$103,4930.08%
216Lear CorpLEA891$101,7610.08%
217Global Payments Inc.GPN1,044$100,9550.08%
218PetIQ, Inc.71639t1064,553$100,4390.08%
219Coca Cola CoKO1,563$99,4850.08%
220Public Storage Pfd NPSA-PS5,681$97,5350.07%
221Progyny, Inc.PGNY3,396$97,1600.07%
222Cohu IncCOHU2,921$96,6850.07%
223Shopify Inc.SHOP1,455$96,1030.07%
224Amphastar Pharma IncAMPH2,318$92,7200.07%
225The Trade Desk Inc.88339j105944$92,2000.07%
226Pinterest Inc Cl APINS2,086$91,9300.07%
227Boston PptysBXP1,479$91,0470.07%
228Schwab Intermediate Term US Treasury ETF8085248541,863$90,8590.07%
229IShares Russell 3000 ETF464287689293$90,4400.07%
230The Azek Company, Inc.05478c1052,144$90,3270.07%
231Aspen Tech Inc29109x106454$90,1780.07%
232OFG BancorpOFG2,404$90,0300.07%
233Vanguard Mortgage-Backed Securities Index92206c7711,978$89,8010.07%
234Berry Global Group08579w1031,474$86,7450.07%
235VanEck Vectors High-Yield Muni Etf92189h4091,646$85,0160.07%
236Boot Barn Holdings Inc.BOOT654$84,3200.06%
237Entegris Inc.ENTG620$83,9480.06%
238Keurig Dr Pepper Inc.KDP2,511$83,8620.06%
239Alcoa IncAA2,055$81,7480.06%
240Euronet Worldwide Inc.EEFT777$80,4190.06%
241Fortis IncFTRSF2,070$80,3990.06%
242WEX Inc.WEX451$79,8900.06%
243Mcdonalds CorpMCD313$79,7650.06%
244Permian Resources CorporationPR4,924$79,5230.06%
245Vertex Pharmaceuticals92532f100169$79,2140.06%
246Cinemark HoldingsCNK3,656$79,0430.06%
247General Electric CoGE491$78,1140.06%
248Schwab(Chas)SCHW-PJ1,056$77,8170.06%
249Cirrus LogicCRUS604$77,1070.06%
250Compass Inc.COMP21,320$76,7520.06%
251Adv Micro DevAMD473$76,7250.06%
252FastenalFAST1,200$75,4080.06%
253Smartsheet Inc83200n1031,675$73,8340.06%
254Visa Inc Class AV281$73,7540.06%
255Q2 HoldingsQTWO1,219$73,5420.06%
256Hartford Finl Svc GrpHIG-PG730$73,4120.06%
257Charter Communications Inc.16119P108243$72,6470.06%
258Pricesmart IncPSMT1,090$72,2780.06%
259Teradata CorporationTDC2,089$72,1960.06%
260AZZ IncAZZ932$71,9970.06%
261Bank Of Montreal0636711011,194$71,5090.05%
262Idacorp Inc.IDA758$70,6080.05%
263Berkley (Wr) CpWRB-PH300$70,1130.05%
264Skechers U S A Inc8305661051,002$69,2580.05%
265Epam Systems Inc.EPAM366$68,8480.05%
266Fidelity National Information Services Inc31620m106912$68,7280.05%
267Warner Bros. Discovery, Inc.WBD9,057$67,3840.05%
268Ingersoll Rand Inc.IR737$66,9490.05%
269Vanguard Short Term Corp Bd ETF92206c409866$66,9200.05%
270Powershs QQQ Trust Ser 173935a104822$66,7460.05%
271Equinix Inc REITEQIX86$65,3230.05%
272One Gas IncOGS998$63,7220.05%
273Blackline Inc.BL1,311$63,5180.05%
274Synchrony FinancialSYF-PB1,311$61,8660.05%
275Sun Communities REIT866674104513$61,7340.05%
276IAC Inc.IAC1,291$60,4830.05%
277LKQ CorpLKQ1,442$59,9730.05%
278Toll BrothersTOL516$59,4330.05%
279Twilio Inc.TWLO1,009$57,3210.04%
280Bj'S Restaurants Inc.09180c1061,645$57,0810.04%
281Sprott Physical Gold TrustSII3,069$55,4260.04%
282Fluor CorpFLR1,253$54,5680.04%
283Shoals Technologies Group Inc.SHLS8,663$54,0570.04%
284Sandoz Group Ag Adr7999261001,462$52,9240.04%
285RenaissanceRe Pfd GRNR-PG3,000$52,8600.04%
286Sunstone Hotel8678921014,992$52,2160.04%
287Paramount Group, Inc.69924r10811,269$52,1750.04%
288Insulet CorpPODD258$52,0640.04%
289Regal Rexnord Corp.RRX385$52,0600.04%
290Carrier Global CorporationCARR824$51,9780.04%
291Equity Commonwealth2946281022,662$51,6430.04%
292Avery DennisonAVY235$51,3830.04%
293Host Hotels & Resorts REITHST2,833$50,9370.04%
294Honeywell Intl Inc438516106238$50,8230.04%
295Union Pac CorpUNP222$50,2300.04%
296Blade Air Mobility IncSRTAW14,361$49,9760.04%
297Axos Financial Inc.AX855$48,8630.04%
298Cabot CorpCBT531$48,7940.04%
299SPDR Bloomberg Barclays Hgh Yld Bd ETF78468r622505$47,6060.04%
300Wisdomtree Dividend Ex Finan ETFWT475$47,4050.04%
301General Mills Inc370334104745$47,1290.04%
302Starbucks CorpSBUX600$46,7100.04%
303Duke Energy CorpDUKB466$46,7070.04%
304First Tr NASDAQ Tech Div Idx ETF IV33738r118616$46,6070.04%
305SS&C Technologies HldgSSNC742$46,5010.04%
306PRA Group IncPRAA450$46,3230.04%
307Vanguard Total Stock Market Index Fund ETF922908769173$46,2790.04%
308Aris Water Solutions Inc04041l1062,939$46,0540.04%
309Nuveen Massachusetts Qlty Muni Inc FdNU4,120$45,7730.04%
310iShares Iboxx Invt Grade Bond ETF464287242427$45,7400.04%
311Vanguard Reit922908553544$45,5650.03%
312iShares 3-7 Year Treasury Bond ETF464288661391$45,1490.03%
313The Allstate Corporation Pfd JALL-PJ1,645$43,9540.03%
314YUM Brands IncYUM330$43,7120.03%
315KLA Corp.KLAC53$43,6990.03%
316Realty Income Corp ReitO800$42,2560.03%
317The Hanover Insurance Group410867105334$41,8970.03%
318Tesla Motors, Inc.TSLA212$41,8910.03%
319Etsy Inc.ETSY708$41,7580.03%
320Vital Farms, Inc.VITL888$41,5320.03%
321Invesco Taxable Municipal Bd ETFIVZ1,560$41,1530.03%
322Healthpeak Properties, Inc.DOC2,089$40,9440.03%
323Salesforce.ComCRM159$40,8790.03%
324Shutterstock Inc.SSTK1,049$40,5960.03%
325T Rowe Price Ultra Short-Tem Bd ETF87283a701812$40,1580.03%
326CyberArk Software Ltd.m2682v108142$38,8260.03%
327Conmed CorpCNMD560$38,8190.03%
328Boeing CoBA-PA213$38,7680.03%
329Alps Alerian Mlp Etf00162q866791$37,9520.03%
330Alphabet Inc. Class CGOOG204$37,4180.03%
331iShares Core S&P 500 ETF46428720066$36,1300.03%
332Mccormick & CoMKC-V500$35,4700.03%
333iShares Interm-Term Corporate Bond ETF464288638686$35,1640.03%
334Biolife Solutions, Inc.BLFS1,620$34,7170.03%
335Ishares S&P 500 Growth ETF464287309369$34,1470.03%
336Morgan StanleyMS-PQ349$33,9190.03%
337Western DigitalWDC445$33,7180.03%
338Devon Energy Cp New25179M103711$33,7010.03%
339Toast Inc.TOST1,304$33,6040.03%
340Chewy Inc.CHWY1,226$33,3960.03%
341Ameris BancorpABCB649$32,6770.03%
342SPDR Ptf S&P 1500 Composite Stk Mkt ETF78464a805492$32,6440.03%
343Bank of America Pfd Ser NN06055h4001,640$32,3240.02%
344Carnival CorpCUKPF1,699$31,8050.02%
345iShares Gold TrustIAU708$31,1020.02%
346Amkor Tech IncAMKR764$30,5750.02%
347Vanguard Short-Term Treasury Idx Fd ETF92206c102525$30,4450.02%
348JP Morgan Chase Pfd Ser LL48128b5491,450$30,3630.02%
349TC Energy CorporationTRPRF800$30,3200.02%
350Unilever PlcUNLYF545$29,9700.02%
351iShares Select Dividend ETF464287168246$29,7200.02%
352U S Bancorp Del NewUSB-PS746$29,6160.02%
353Unum GroupUNMA573$29,2860.02%
354SPDR Portfolio Aggregate Bond ETF78464a6491,163$29,1800.02%
355Grayscale Ethereum Trust389638107925$29,0450.02%
356InterDigital Inc.IDCC249$29,0230.02%
357Werner EntrprsWERN805$28,8430.02%
358Hilltop Holdings Inc.HTH909$28,4340.02%
359Oxford Industries, Inc.691497309283$28,3420.02%
360SPDR Nuveen Blmbrg Barclays Short Term Mun78468r739600$28,3140.02%
361Norfolk Southrn655844108125$26,8360.02%
362SPDR Bloomberg Barclays TIPS ETF78464a6561,030$26,1830.02%
363Topgolf Callaway Brands Corp.1311931041,705$26,0860.02%
364SPDR Blmbrg Brcly Inv Gr Flt Rate ETF78468r200838$25,8520.02%
365Phillips Edison & Co. Inc.PECO785$25,6770.02%
366Vanguard Dividend Appreciation ETF921908844140$25,5570.02%
367JPMorgan Chase & Co. PfdVYLD1,015$25,4760.02%
368Novo-Nordisk AsNONOF176$25,1220.02%
369IRadimed Corp.IRMD565$24,8260.02%
370Cognizant Tech Solutions Class ACTSH363$24,6840.02%
371Diageo Plc-AdrDGEAF196$24,6710.02%
372Intuitive Surgical, Inc.ISRG55$24,4670.02%
373Costco Whole CpCOST28$23,8860.02%
374Hamilton Beach Brands Holding Co.HBB1,374$23,6190.02%
375TripadvisorTRIP1,305$23,2420.02%
376Eastern Bankshares Inc.EBC1,661$23,2210.02%
377Valvoline Inc.VVV532$22,9820.02%
378STAAR Surgical CompanySTAA479$22,8050.02%
379Synaptics IncSYNA256$22,5790.02%
380Vishay Precision Group, Inc.VPG741$22,5560.02%
381Akamai TechnologyAKAM250$22,5200.02%
382Linde PLCLIN51$22,3790.02%
383Baker Hughes, a GE CompanyBKR259$21,7170.02%
384Heidrick & Struggles Int'l Inc.422819102676$21,3480.02%
385TechnipFMC PLCFTI806$21,0770.02%
386GE Vernova LLCGEV123$21,0690.02%
387Nvidia CorpNVDA170$21,0020.02%
388Metlife Inc.MET-PF292$20,4950.02%
389Vanguard Muni Bond Tax Exempt ETF922907746400$20,0440.02%
390Cleveland Cliffs Inc.CLF1,290$19,8530.02%
391Seritage Growth Pptys Cl A81752r1004,227$19,7400.02%
392Steel Dynamics IncSTLD152$19,6840.02%
393Albemarle CorpALB-PA203$19,3910.01%
394Alaska Air GrpALK478$19,3110.01%
395Hershey FoodsHSY104$19,1180.01%
396SPDR S&P Global Natural Resources ETF78463X541342$19,1010.01%
397Columbia Banking System, Inc.197236102958$19,0550.01%
398Allegiant Travel CoALGT378$18,9870.01%
399Mimedex Group IncMDXG2,727$18,8980.01%
400KalVista Pharmaceuticals Inc.KALV1,590$18,7300.01%
401Dimensional International Value ETF25434v807520$18,6890.01%
402General Motors Company37045v100400$18,5840.01%
403Schwab Strategic Tr Short-Term US808524862385$18,5300.01%
404Freeport-McMoRan Inc.FCX380$18,4680.01%
405DMC Global, Inc.BOOM1,266$18,2560.01%
406Ishares US Basic Materials ETF464287838130$18,2010.01%
407Omnicell IncOMCL670$18,1370.01%
408Grainger W W38480210420$18,0450.01%
409iShares Edge MSCI Int'l Value Factor ETF46435g409649$17,8090.01%
410Fidelity MSCI Utilities Index ETF316092865400$17,5840.01%
411Vanguard High Dividend Yield ETF921946406147$17,4340.01%
412Trane Technologies PLC FTT53$17,4330.01%
413Brunswick Corp Sr NotesBC-PC700$17,3810.01%
414The Charles Schwab Corporation Pfd DSCHW-PJ680$17,0820.01%
415Invesco Galaxy Bitcoin ETFBTCO285$17,0290.01%
416Pacira PharmaceuticalsPCRX588$16,8230.01%
417SPDR S&P 500 ETFSPY30$16,3120.01%
418Nutanix Inc.NTNX279$15,8610.01%
419Commercial MetlCMC288$15,8370.01%
420Goosehead Insurance Inc. Cl AGSHD275$15,7960.01%
421Ishares Trust S&P Smallcap 600 Idx Fd.464287804148$15,7860.01%
422Baytex Energy Corp.BTE4,504$15,6740.01%
423Republic Srvcs76075910079$15,3530.01%
424WisdomTree Floating Rate Treasury FundWT302$15,1940.01%
425Schwab U.S. Small-Cap ETF808529607319$15,1370.01%
426Wisdomtree Japan Smallcap Dividend ETFWT200$15,0240.01%
427Qualcomm IncQCOM75$14,9380.01%
428Nextera Energy Inc.NEE-PW206$14,5870.01%
429Ford Motor Company3453708601,126$14,1200.01%
430Avadel Pharmaceuticals PLC ADR05337m1041,000$14,0600.01%
431Xtrackers International Real Estate ETF233051846681$13,7430.01%
432JBG Smith PropertiesJBGS900$13,7070.01%
433FT Cboe Vest U.S. Equity Buffer EFT - Feb33740f763289$13,5220.01%
434SPDR Bloomberg 3-12 Month T-Bill ETF78468r523135$13,4150.01%
435Jetblue Airways Corp4771431012,126$12,9470.01%
436GE Healthcare Technologies, Inc.GEHC163$12,7160.01%
437Kontoor Brands, Inc.KTB192$12,7010.01%
438Dril-Quip Inc262037104681$12,6670.01%
439Comcast Corporation Class ACCZ321$12,5700.01%
440Blackrock Muniyield NYBLK1,200$12,5640.01%
441Illinois Tool Works45230810953$12,5590.01%
442Invesco Cef Inc Composite ETFIVZ664$12,5060.01%
443PIMCO Enhanced Short Maturity Active ETF72201r833124$12,4810.01%
444Janus Henderson Short Duration Income ETF47103u886255$12,3780.01%
445SPDR Bloomberg Emerging Mkts Local Bd ETF78764a391620$12,3320.01%
446Nucor CorpNUE76$12,0140.01%
447Sempra EnergySREA156$11,8650.01%
448SPDR Blmbrg Barclays Short Term Hgh ETF78468r408450$11,2360.01%
449Schwab Fundamental Emrg Mkts Lg Co Idx808524730379$11,2070.01%
450Schwab Fundamental Intl Large Co Idx ETF808524755317$11,1050.01%
451White Mtn Insg9618e1076$10,9050.01%
452Netflix Inc.NFLX16$10,7980.01%
453Zimmer Biomet HldgsZBH98$10,6360.01%
454Veralto CorporationVLTO105$10,0240.01%
455Invesco QQQ Trust Series IIVZ20$9,5820.01%
456Select Sector Util Select SPDR ETF81369y886140$9,5400.01%
457Schwab U.S. Large-Cap ETF808524201148$9,5090.01%
458Invesco BulletShares 2025 Corp Bond ETFIVZ456$9,3250.01%
459YUM China Holdings IYUMC300$9,2520.01%
460Firstenergy CpFE238$9,1080.01%
461Charles Schwab US REIT ETF808524847456$9,1060.01%
462Natl Fuel GasNFG166$8,9960.01%
463Citigroup IncC-PR141$8,9550.01%
464Public Storage REITPSA-PS31$8,9170.01%
465Cf Industries Inc.125269100117$8,6720.01%
466Sprott Physical Gold and Silver TrSII375$8,2690.01%
467First Trust Senior Loan ETF33738d309179$8,1820.01%
468Workday Inc.WDAY36$8,0480.01%
469Vanguard Intermediate-Term Corp Bond ETF92206c870100$7,9930.01%
470Ishares Tr Msci Eafe Index Fd.464287465100$7,8330.01%
471National Grid OrdNMPWP693$7,7970.01%
472Dole, PLCDOLE630$7,7110.01%
473Ual Corp902549500157$7,6400.01%
474Xtrackers USD High Yield Corporate Bnd ETF233051432206$7,3050.01%
475Centene CorporationCNC110$7,2930.01%
476Bank of Nova Scotia064149107270$7,2580.01%
477Burlington Stores Inc.BURL30$7,2000.01%
478SPDR Blmbg Barclays Convertible Sec ETF78464a35997$6,9900.01%
479Match Group Inc.MTCH228$6,9270.01%
480Kyndryl Holdings, Inc.KD260$6,8410.01%
481Hess CorporationHESM46$6,7860.01%
482Ishares International Sel Div ETF464288448245$6,7790.01%
483Pioneer Municipal High Inc Adv Tr723762100820$6,7320.01%
484Fidelity MSCI Consumer Staples Index ETF316092303142$6,7310.01%
485Nuveen California Amt-Free Muni Inc FdNU536$6,7050.01%
486Adobe Systems IncADBE12$6,6660.01%
487Public Storage Pfd OPSA-PS380$6,5740.01%
488iShares Russell 1000 Growth ETF46428761418$6,5610.01%
489Truist Financial Corp Pfd Ser RTFC-PR330$6,5500.01%
490Jacobs Solutions Inc.J46$6,4270.00%
491Lowes Cos54866110729$6,3930.00%
492DTE Energy Series G Co 2020DTK330$6,3760.00%
493SPDR Ptf Intermediate Term Treasury ETF78464a672226$6,3330.00%
494iShares Emerging Markets ex China ETF46434g764100$5,9200.00%
495Digital Realty Pfd K253868830240$5,8370.00%
496Ritchie Bros.Auctioneers Inc.RBA76$5,8030.00%
497X4 Pharmaceuticals, Inc.XFOR10,000$5,8000.00%
498KellanovaBEKE100$5,7680.00%
499Snap-On IncSNA22$5,7510.00%
500Fannie Mae Pfd S3135867521,100$5,6430.00%