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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 Q4 2024 · Filed February 11, 2025 · Accession 0001907281-25-000001

Total Value
$131.9M
Positions
705
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375123,242$4.0M3.07%
2ISHARES 7-10 YEAR TREASURY BOND ETF46428744031,494$2.9M2.21%
3SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10199,730$2.9M2.20%
4TRI CONTL CORP COM89543610389,044$2.8M2.15%
5SPDR MSCI EAFE STRATEGICFACTORS ETF78463X43437,416$2.7M2.06%
6JPMORGAN CHASE & CO. COMVYLD10,407$2.5M1.90%
7APPLE INC COMAAPL9,740$2.4M1.85%
8TJX COS INC NEW COM87254010918,882$2.3M1.73%
9SCHWAB US TIPS ETF80852487084,083$2.2M1.65%
10ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864640,533$2.1M1.59%
11MICROSOFT CORP COMMSFT4,902$2.1M1.57%
12ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815819,260$2.0M1.54%
13FREEDOM 100 EMERGING MARKETS ETF02072L60758,203$1.9M1.45%
14SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84839,905$1.6M1.20%
15TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391007,260$1.4M1.09%
16VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43749,397$1.4M1.08%
17JANUS HENDERSON SECURITIZED INCOME ETF47103U74627,137$1.4M1.07%
18RTX CORPORATION COMRTX12,110$1.4M1.07%
19ABBVIE INC COMABBV7,431$1.3M1.00%
20VANECK INTERMEDIATE MUNI ETF92189H20128,339$1.3M0.99%
21JOHN HANCOCK PREFERRED INCOME ETF47804J77652,159$1.2M0.89%
22INTERNATIONAL BUSINESS MACHS COMINTR5,340$1.2M0.89%
23CHEVRON CORP NEW COMCVX7,802$1.1M0.86%
24CORNING INC COMGLW23,780$1.1M0.86%
25SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF78470P30926,366$1.1M0.84%
26EATON CORP PLC SHSETN3,180$1.1M0.80%
27PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77511,430$1.0M0.79%
28POWELL INDS INC COM7391281064,650$1.0M0.78%
29VERIZON COMMUNICATIONS INC COMVZ25,257$1.0M0.77%
30BROADCOM INC COMAVGO4,204$974,5390.74%
31SOUTHERN CO COMSOMN11,251$926,1660.70%
32ARES CAPITAL CORP COMARCC40,697$890,8530.68%
33SPDR MSCI USA STRATEGICFACTORS ETF78468R8125,752$890,7530.68%
34BLACKSTONE INC COMBX5,004$862,8000.66%
35NOVARTIS AG SPONSORED ADRNVSEF8,810$857,3020.65%
36HOME DEPOT INC COMHD2,178$847,2230.64%
37TORTOISE ENERGY INFRA CORP COMTYG19,236$807,8910.61%
38MARATHON PETE CORP COMMARA5,666$790,3520.60%
39NETAPP INC COMNTAP6,777$786,6520.60%
40WILLIAMS COS INC COM96945710014,500$784,7400.60%
41BRISTOL-MYERS SQUIBB CO COMCELG-RI13,698$774,7690.59%
42KINDER MORGAN INC DEL COMEP-PC28,218$773,1730.59%
43RPM INTL INC COM7496851036,123$753,4960.57%
44AMAZON COM INC COMAMZN3,430$752,4260.57%
45PEPSICO INC COMPEP4,918$747,8130.57%
46BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,571$711,9140.54%
47FEDERATED HERMES INC CL BFHI17,116$703,6290.54%
48DISNEY WALT CO COM2546871066,236$694,3720.53%
49MONDELEZ INTL INC CL A60920710511,541$689,3580.52%
50INVESCO PREFERRED ETFIVZ59,729$688,6720.52%
51WALMART INC COMWMT7,570$683,9890.52%
52MICROCHIP TECHNOLOGY INC. COMMCHPP11,731$672,8010.51%
53EPR PPTYS COM SH BEN INT26884U10915,071$667,3510.51%
54RENAISSANCERE HLDGS LTD 5.750 PFD FRNR-PG29,374$658,2710.50%
55VANECK MORNINGSTAR WIDE MOAT ETF92189F6437,091$657,5130.50%
56DIAMONDROCK HOSPITALITY CO COMDRH72,643$655,9660.50%
57HERCULES CAPITAL INC COMHCXY31,690$636,6520.48%
58ASTRAZENECA PLC SPONSORED ADRAZN9,674$633,8550.48%
59JOHNSON CTLS INTL PLC SHSG515021057,885$622,3320.47%
60INVITATION HOMES INC COMINVH19,281$616,4000.47%
61LINCOLN NATL CORP IND COM53418710919,437$616,3470.47%
62STARWOOD PPTY TR INC COMSTHO32,382$613,6390.47%
63ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G21913,743$609,6540.46%
64AGREE RLTY CORP COM0084921008,474$596,9820.45%
65AT&T INC COMT-PC26,161$595,6860.45%
66EXXON MOBIL CORP COMXOM5,502$591,8270.45%
67ONEOK INC NEW COMOKE5,880$590,3380.45%
68GENERAL DYNAMICS CORP COMGD2,222$585,4720.45%
69RALPH LAUREN CORP CL ARL2,495$576,2950.44%
70GILEAD SCIENCES INC COMGILD6,185$571,3220.43%
71INTERNATIONAL FLAVORS&FRAGRANC COM4595061016,687$565,3860.43%
72PUBLIC STORAGE OPER CO 4.125 DP SH PF MPSA-PS30,680$547,0240.42%
73TRAVELERS COMPANIES INC COMTRV2,271$546,9840.42%
74ALLSTATE CORP 4.75 DP SH PF IALL-PJ26,423$543,5210.41%
75CONSTELLATION BRANDS INC CL ASTZ2,447$540,7900.41%
76BEST BUY INC COMBBY6,302$540,7120.41%
77CHENIERE ENERGY INC COM NEWLNG2,506$538,4640.41%
78NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB13,904$527,1010.40%
79ALPHABET INC CAP STK CL AGOOG2,769$524,2270.40%
80MEDTRONIC PLC SHSMDT6,530$521,6160.40%
81ORACLE CORP COMORCL-PD3,048$507,8950.39%
82PUBLIC SVC ENTERPRISE GRP INC COM7445731066,002$507,1180.39%
83PALO ALTO NETWORKS INC COMPANW2,746$499,6300.38%
84RITHM CAPITAL CORP COM NEWRITM-PF46,035$498,5590.38%
85NORTHROP GRUMMAN CORP COMNOC1,030$483,3690.37%
86PFIZER INC COMPFE18,091$479,9580.37%
87MILLER INDS INC TENN COM NEW6005512047,258$474,4020.36%
88DOMINION ENERGY INC COMD8,675$467,2360.36%
89TAPESTRY INC COMTPR7,141$466,5210.35%
90KIMBERLY-CLARK CORP COMKMB3,495$457,9560.35%
91GARMIN LTD SHSGRMN2,218$457,3830.35%
92ISHARES 1-3 YEAR TREASURY BOND ETF4642874575,430$445,1510.34%
93LOCKHEED MARTIN CORP COMLMT907$440,8250.34%
94PATTERSON COS INC COM70339510314,261$440,0940.33%
95NEWTEKONE INC COM NEWNEWTP33,846$432,2130.33%
96RYDER SYS INC COMR2,735$429,0120.33%
97SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE4,835$417,3090.32%
98V F CORP COMVFC19,401$416,3480.32%
99COUSINS PPTYS INC COM NEW22279550213,514$414,0690.31%
100ENTERPRISE PRODS PARTNERS L P COM29379210713,163$412,7920.31%
101FS KKR CAP CORP COMFSK18,865$409,7480.31%
102PINNACLE WEST CAP CORP COMPNW4,683$396,9780.30%
103JOHNSON & JOHNSON COMJNJ2,714$392,4350.30%
104ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882814,362$388,4180.30%
105ABBOTT LABS COMABLZF3,404$385,0060.29%
106CARDINAL HEALTH INC COMCAH3,205$379,0550.29%
107INNOVATIVE INDL PPTYS INC COMINHD5,684$378,7950.29%
108DARDEN RESTAURANTS INC COMDRI2,016$376,3670.29%
109ALEXANDER & BALDWIN INC NEW COM01449110420,937$371,4180.28%
110DIAMONDROCK HOSPITALITY CO 8.25 SR A PFD SHDRH14,414$369,7190.28%
111HA SUSTAINABLE INFRA CAP INC COM41068X10013,758$369,1270.28%
112DUPONT DE NEMOURS INC COMDD4,719$359,8240.27%
113SYSCO CORP COMSYY4,573$349,6240.27%
114THERMO FISHER SCIENTIFIC INC COMTMO671$348,8510.27%
115CATERPILLAR INC COMCAT958$347,3460.26%
116SIMON PPTY GROUP INC NEW COM8288061092,008$345,8010.26%
117MERCADOLIBRE INC COMMELI203$345,5990.26%
118TANGER INC COMSKT10,038$342,5970.26%
119AIR PRODS & CHEMS INC COMAIIR1,178$341,6670.26%
120MORGAN STANLEY PFD A 1/1000MS-PQ14,260$339,3880.26%
121CITIZENS FINL GROUP INC COMCIA7,713$337,5210.26%
122COMPASS DIVERSIFIED SH BEN INTCODI-PC14,375$331,7750.25%
123MAGNA INTL INC COM5592224017,856$328,3020.25%
124GLOBAL X EMERGING MARKETS BOND ETF37954Y35014,305$322,8480.25%
125UNITIL CORP COMUTL5,703$309,0460.24%
126TEXAS INSTRS INC COM8825081041,635$306,5540.23%
127GRAPHIC PACKAGING HLDG CO COMGPK11,163$303,1990.23%
128SAPIENS INTL CORP N V SHSG7T16G10311,020$296,1070.23%
129TOTALENERGIES SE SPONSORED ADSTTE5,235$285,3080.22%
130VANECK SHORT HIGH YIELD MUNI ETF92189F38712,545$282,0120.21%
131VIATRIS INC COMVTRS22,115$275,3290.21%
132TESLA INC COMTSLA678$273,7150.21%
133BOSTON BEER INC CL ASAM909$272,6820.21%
134TRUIST FINL CORP COM89832Q1096,163$267,3400.20%
135BANK NOVA SCOTIA HALIFAX COM0641491074,790$257,3190.20%
136ISHARES RUSSELL 2500 ETF46435G2683,727$253,4360.19%
137INVESCO SENIOR LOAN ETFIVZ11,776$248,1200.19%
138FOUR CORNERS PPTY TR INC COM35086T1099,138$248,0050.19%
139HASBRO INC COMHAS4,399$245,9480.19%
140DICKS SPORTING GOODS INC COM2533931021,066$243,9430.19%
141SHIFT4 PMTS INC CL A82452J1092,336$242,3880.18%
142BLOCK H & R INC COMBSQKZ4,398$232,3720.18%
143GALLAGHER ARTHUR J & CO COM363576109808$229,3510.17%
144PAYPAL HLDGS INC COMPYPL2,671$227,9560.17%
145GLOBAL PMTS INC COM37940X1021,997$223,7850.17%
146COMPASS DIVERSIFIED 7.250 PFD SER ACOMP9,392$220,7120.17%
147SCHWAB US DIVIDEND EQUITY ETF8085247977,874$215,1240.16%
148FOOT LOCKER INC COM3448491049,823$213,7480.16%
149SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7214,638$211,5860.16%
150VITA COCO CO INC COMCOCO5,591$206,3650.16%
151RENAISSANCERE HLDGS LTD COMRNR-PG823$204,8640.16%
152AUTOMATIC DATA PROCESSING INC COMADP690$201,8750.15%
153SPDR GOLD SHARESGLD818$198,0620.15%
154CULLEN FROST BANKERS INC COMCFR-PB1,443$193,7230.15%
155FEDEX CORP COMFDX676$190,1910.14%
156CISCO SYS INC COMCSCO3,212$190,1500.14%
157AMERICAN EXPRESS CO COMAXP639$189,5030.14%
158HEALTHEQUITY INC COMHQY1,973$189,3090.14%
159ELI LILLY & CO COMLLY241$185,8590.14%
160GLOBAL X U.S. PREFERRED ETF37954Y6579,390$183,1960.14%
161MARVELL TECHNOLOGY INC COMMRVL1,648$182,0220.14%
162CIENA CORP COM NEWCIEN2,075$175,9930.13%
163LENNAR CORP CL ALEN-B1,281$174,7200.13%
164EXPEDIA GROUP INC COM NEWEXPE933$173,8460.13%
165COPART INC COMCPRT2,997$171,9980.13%
166VALERO ENERGY CORP COMVLO1,389$170,2420.13%
167COHERENT CORP COMCOHR1,733$164,1990.12%
168SHOPIFY INC CL ASHOP1,542$163,9610.12%
169HEXCEL CORP NEW COM4282911082,601$163,0830.12%
170UMB FINL CORP COM9027881081,435$161,9540.12%
171TWILIO INC CL ATWLO1,459$157,6890.12%
172GUESS INC COM40161710510,973$154,2800.12%
173GXO LOGISTICS INCORPORATED COMMON STOCKGXO3,524$153,2940.12%
174FLEX LNG LTD SHSFLNG6,641$152,3450.12%
175DIAMONDBACK ENERGY INC COMFANG926$151,7070.12%
176DOVER CORP COMDOV786$147,4540.11%
177NVIDIA CORPORATION COMNVDA1,088$146,0590.11%
178ENTEGRIS INC COMENTG1,470$145,6180.11%
179ENBRIDGE INC COMENNPF3,418$145,0260.11%
180PROCTER AND GAMBLE CO COM742718109825$138,3480.11%
181Q2 HLDGS INC COMQTWO1,365$137,3870.10%
182TERADYNE INC COMTER1,089$137,1270.10%
183MINERALS TECHNOLOGIES INC COMMTX1,799$137,1020.10%
184UNITED THERAPEUTICS CORP DEL COMUTHR383$135,1380.10%
185COMPASS INC CL ACOMP22,968$134,3640.10%
186SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248545,526$134,2270.10%
187APPLIED MATLS INC COM038222105819$133,2020.10%
188KROGER CO COMKR2,128$130,1270.10%
189TG THERAPEUTICS INC COMTGTX4,257$128,1360.10%
190NEUROCRINE BIOSCIENCES INC COMNBIX933$127,3550.10%
191BLOCK INC CL ABSQKZ1,480$125,7500.10%
192PURE STORAGE INC CL A74624M1022,047$125,7470.10%
193LANTHEUS HLDGS INC COMLNTH1,402$125,4230.10%
194UNITEDHEALTH GROUP INC COMUNH245$124,0070.09%
195EURONET WORLDWIDE INC COMEEFT1,194$122,7910.09%
196AMKOR TECHNOLOGY INC COMAMKR4,768$122,4900.09%
197BASSETT FURNITURE INDS INC COM0702031048,783$121,4690.09%
198AVANTIS INTERNATIONAL EQUITY ETF0250727031,931$118,5050.09%
199LEAR CORP COM NEWLEA1,245$117,9020.09%
200AMERICAN ELEC PWR CO INC COM0255371011,276$117,6860.09%
201AMERIPRISE FINL INC COM03076C106220$117,1350.09%
202THE TRADE DESK INC COM CL A88339J105994$116,8690.09%
203EMERSON ELEC CO COMEMR937$116,0640.09%
204CANADIAN NATL RY CO COM1363751021,138$115,5180.09%
205ISHARES MSCI EMERGING MARKETS ETF4642872342,720$113,7500.09%
206ASPEN TECHNOLOGY INC COM29109X106452$112,8330.09%
207RAPID7 INC COMRPD2,701$108,6610.08%
208NESTLE S A SPONSORED ADR6410694061,319$107,7620.08%
209BXP INC COMBXP1,444$107,3760.08%
210ALCOA CORP COMAA2,826$106,7660.08%
211PINTEREST INC CL APINS3,672$106,4880.08%
212SCHWAB 5-10 YEAR CORPORATE BOND ETF8085246984,772$105,3180.08%
213MKS INSTRS INC COMMKSI1,003$104,6670.08%
214MAGNITE INC COMMGNI6,497$103,4320.08%
215ANALOG DEVICES INC COMADI485$103,1030.08%
216AZEK CO INC CL A05478C1052,130$101,1110.08%
217CVS HEALTH CORP COMCVS2,247$100,8680.08%
218REGAL REXNORD CORPORATION COMRRX648$100,5240.08%
219EPAM SYS INC COMEPAM428$100,0750.08%
220COLGATE PALMOLIVE CO COMCL1,091$99,1830.08%
221CANADIAN PACIFIC KANSAS CITY COMCP1,367$98,9300.08%
222OMNICELL COM COMOMCL2,212$98,4780.07%
223ISHARES RUSSELL 3000 ETF464287689293$97,9350.07%
224TACTILE SYS TECHNOLOGY INC COM87357P1005,671$97,1440.07%
225CINEMARK HLDGS INC COMCNK3,121$96,6890.07%
226BERRY GLOBAL GROUP INC COM08579W1031,475$95,3880.07%
227PUBLIC STORAGE OPER CO 3.875 DEP PFD NPSA-PS5,680$94,9130.07%
228BIOMARIN PHARMACEUTICAL INC COMBMRN1,434$94,2570.07%
229FORTIS INC COMFTRSF2,260$93,9480.07%
230MICRON TECHNOLOGY INC COMMU1,116$93,9270.07%
231INTEL CORP COMINTC4,667$93,5660.07%
232BANK NEW YORK MELLON CORP COM0640581001,209$92,8870.07%
233VALVOLINE INC COMVVV2,556$92,4760.07%
234VISA INC COM CL AV288$91,0160.07%
235ENTERGY CORP NEW COMENO1,200$90,9840.07%
236TEREX CORP NEW COMTEX1,960$90,5910.07%
237SMARTSHEET INC COM CL A83200N1031,615$90,4880.07%
238SAMSUNG ELECTRONICS CO LTD ORDY747181002,500$90,3440.07%
239UNIVERSAL DISPLAY CORP COMOLED612$89,4740.07%
240FASTENAL CO COMFAST1,240$89,1890.07%
241KEURIG DR PEPPER INC COMKDP2,751$88,3560.07%
242MERCK & CO INC COMMRK884$87,9560.07%
243PROCORE TECHNOLOGIES INC COMPCOR1,162$87,0690.07%
244SCHLUMBERGER LTD COM STKSLB2,256$86,4950.07%
245BLACKLINE INC COMBL1,409$85,6110.07%
246AMPHASTAR PHARMACEUTICALS INC COMAMPH2,288$84,9530.06%
247ROPER TECHNOLOGIES INC COMROP163$84,7360.06%
248ARRAY TECHNOLOGIES INC COM SHSARRY13,983$84,4570.06%
249ISHARES 3-7 YEAR TREASURY BOND ETF464288661728$84,1200.06%
250HARTFORD FINL SVCS GROUP INC COMHIG-PG759$83,0540.06%
251EQUINIX INC COMEQIX88$82,6040.06%
252COHU INC COMCOHU3,075$82,1030.06%
253ROCKWELL AUTOMATION INC COMROK287$82,0220.06%
254OFG BANCORP COMOFG1,909$80,7890.06%
255AZZ INC COMAZZ976$79,9540.06%
256NETFLIX INC COMNFLX88$78,2230.06%
257IDACORP INC COMIDA700$76,4960.06%
258FIDELITY NATL INFORMATION SVCS COM31620M106943$76,1660.06%
259M & T BK CORP COM55261F104400$75,2040.06%
260SYNCHRONY FINANCIAL COMSYF-PB1,151$74,8150.06%
261CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1093,029$74,7250.06%
262ULTRA CLEAN HLDGS INC COMUCTT2,054$73,8410.06%
263PRICESMART INC COMPSMT798$73,5520.06%
264AMGEN INC COMAMGN278$72,4080.06%
265VERTEX PHARMACEUTICALS INC COMVRTX178$71,6440.05%
266HUDSON TECHNOLOGIES INC COMHDSN12,511$69,8110.05%
267BOOT BARN HLDGS INC COMBOOT445$67,5600.05%
268VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409866$67,5570.05%
269META PLATFORMS INC CL AMETA115$67,3700.05%
270BLADE AIR MOBILITY INC CL A COMSRTAW15,686$66,6660.05%
271SKECHERS U S A INC CL A830566105985$66,2310.05%
272ALPHABET INC CAP STK CL CGOOG343$65,3140.05%
273ADVANCED MICRO DEVICES INC COMAMD529$63,9340.05%
274CIRRUS LOGIC INC COMCRUS641$63,8310.05%
275PERMIAN RESOURCES CORP CLASS A COMPR4,436$63,7900.05%
276STARBUCKS CORP COMSBUX698$63,6930.05%
277SUNSTONE HOTEL INVS INC NEW COM8678921015,312$62,8940.05%
278SPROTT PHYSICAL GOLD TR UNITSII3,109$62,6150.05%
279T. ROWE PRICE ULTRA SHORT-TERM BOND ETF87283Q7011,231$61,0360.05%
280INSULET CORP COMPODD229$59,7850.05%
281ARIS WATER SOLUTIONS INC CLASS A COM04041L1062,491$59,6590.05%
282BIOLIFE SOLUTIONS INC COM NEWBLFS2,295$59,5780.05%
283TOLL BROTHERS INC COMTOL466$58,6930.04%
284LKQ CORP COMLKQ1,595$58,6160.04%
285ONE GAS INC COMOGS845$58,5160.04%
286GE AEROSPACE COM NEW369604301350$58,3170.04%
287COCA COLA CO COMKO924$57,5500.04%
288ESSEX PPTY TR INC COM297178105200$57,0880.04%
289FLUOR CORP NEW COMFLR1,150$56,7180.04%
290IAC INC COM NEWIAC1,308$56,4270.04%
291SALESFORCE INC COMCRM168$56,0640.04%
292SANDOZ GROUP AG SPONSORED ADS7999261001,384$56,0520.04%
293VANECK HIGH YIELD MUNI ETF92189H4091,078$55,9590.04%
294TOAST INC CL ATOST1,434$52,2690.04%
295VANGUARD TOTAL STOCK MARKET ETF922908769180$52,1660.04%
296VANGUARD REAL ESTATE ETF922908553584$52,0230.04%
297AXOS FINANCIAL INC COMAX740$51,6890.04%
298STATE STR CORP COMSTT-PG519$50,9400.04%
299WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT475$50,5970.04%
300SS&C TECHNOLOGIES HLDGS INC COMSSNC663$50,2420.04%
301DANAHER CORPORATION COM235851102217$49,7730.04%
302RENAISSANCERE HLDGS LTD 4.20 DEP PFD GRNR-PG3,000$49,7400.04%
303CROWDSTRIKE HLDGS INC CL ACRWD144$49,4100.04%
304NUVEEN MASSACHUSETS QLT MUN FD COMNU4,252$48,8980.04%
305ALLSTATE CORP 7.375 DEP PFD JALL-PJ1,825$48,5820.04%
306FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118616$48,3310.04%
307INTERDIGITAL INC COMIDCC249$48,2360.04%
308BJS RESTAURANTS INC COMBJRI1,368$48,0650.04%
309HONEYWELL INTL INC COM438516106209$47,2110.04%
310HOST HOTELS & RESORTS INC COMHST2,678$46,9190.04%
311VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7711,028$46,6100.04%
312ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242427$45,6210.03%
313YUM BRANDS INC COMYUM330$44,2730.03%
314JPMORGAN MUNICIPAL ETF46641Q647868$43,5300.03%
315HEALTHPEAK PROPERTIES INC COMDOC2,138$43,3390.03%
316SUN CMNTYS INC COM866674104352$43,2850.03%
317DUKE ENERGY CORP NEW COM NEWDUKB398$42,9190.03%
318CARNIVAL CORP PAIRED CTFCUKPF1,699$42,3390.03%
319UNUM GROUP COMUNMA573$41,8460.03%
320CABOT CORP COMCBT451$41,1810.03%
321ISHARES SELECT DIVIDEND ETF464287168313$41,1180.03%
322AMERIS BANCORP COMABCB649$40,6080.03%
323CHEWY INC CL ACHWY1,151$38,5470.03%
324REALTY INCOME CORP COMO720$38,4550.03%
325MCCORMICK & CO INC COM NON VTGMKC-V500$38,1200.03%
326ALERIAN MLP ETF00162Q452791$38,0950.03%
327TC ENERGY CORP COMTRPRF800$37,2240.03%
328CONMED CORP COMCNMD537$36,7520.03%
329ALLEGIANT TRAVEL CO COMALGT385$36,2360.03%
330HANOVER INS GROUP INC COM410867105231$35,7260.03%
331CYBERARK SOFTWARE LTD SHSM2682V108106$35,3140.03%
332ISHARES GOLD TRUSTIAU708$35,0530.03%
333AVERY DENNISON CORP COMAVY185$34,6190.03%
334KLA CORP COM NEWKLAC55$34,5630.03%
335VITAL FARMS INC COMVITL888$33,4690.03%
336EASTERN BANKSHARES INC COMEBC1,933$33,3440.03%
337NORFOLK SOUTHN CORP COM655844108140$32,8040.02%
338BANK AMERICA CORP DP SH NCUM NNBAC-PS1,640$31,8490.02%
339WEX INC COMWEX180$31,5580.02%
340UNILEVER PLC SPON ADR NEWUNLYF545$30,9020.02%
341INVESCO TAXABLE MUNICIPAL BOND ETFIVZ1,165$30,4650.02%
342INVESCO GALAXY BITCOIN ETFBTCO325$30,3260.02%
343HEIDRICK & STRUGGLES INTL INC COM422819102676$29,9540.02%
344VANGUARD MEGA CAP GROWTH ETF92191081687$29,8770.02%
345SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200971$29,8390.02%
346COLUMBIA BKG SYS INC COM1972361021,103$29,7920.02%
347GOOSEHEAD INS INC COM CL AGSHD275$29,4860.02%
348SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622305$29,1180.02%
349SPDR PORTFOLIO TIPS ETF78464A6561,150$29,1070.02%
350WERNER ENTERPRISES INC COMWERN805$28,9160.02%
351SHUTTERSTOCK INC COMSSTK946$28,7110.02%
352GE VERNOVA INC COMGEV87$28,6170.02%
353SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739600$28,4340.02%
354ALASKA AIR GROUP INC COMALK436$28,2310.02%
355CARRIER GLOBAL CORPORATION COMCARR407$27,7820.02%
356JPMORGAN CHASE & CO. 4.625 DEP PFD LL48128B5491,320$27,4960.02%
357VANGUARD DIVIDEND APPRECIATION ETF921908844140$27,4160.02%
358COSTCO WHSL CORP NEW COM22160K10530$27,1180.02%
359ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638510$26,2700.02%
360MIMEDX GROUP INC COMMDXG2,727$26,2340.02%
361HILLTOP HOLDINGS INC COMHTH909$26,0250.02%
362GRAYSCALE ETHEREUM TRUST ETF389638107925$25,9190.02%
363JPMORGAN CHASE & CO. 6 DEP NCM PFD EEVYLD1,015$25,8220.02%
364INTUITIVE SURGICAL INC COM NEWISRG49$25,7640.02%
365COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH330$25,3460.02%
366ISHARES CORE S&P 500 ETF46428720043$25,3130.02%
367BANK MONTREAL QUE COM063671101259$25,1360.02%
368HAMILTON BEACH BRANDS HLDG CO COM CL AHBB1,474$24,8070.02%
369EMBRAER S.A. SPONSORED ADSEMBJ672$24,6490.02%
370PROGYNY INC COMPGNY1,408$24,2880.02%
371SPDR S&P 500 ETF TRUSTSPY41$24,0130.02%
372METLIFE INC COMMET-PF292$23,9090.02%
373BRUNSWICK CORP 6.375 SR NT 49BC-PC960$23,4140.02%
374TECHNIPFMC PLC COMFTI806$23,3260.02%
375AKAMAI TECHNOLOGIES INC COMAKAM240$22,9560.02%
376SCHWAB SHORT-TERM US TREASURY ETF808524862950$22,8570.02%
377PHILLIPS EDISON & CO INC COMMON STOCKPECO610$22,8510.02%
378IRADIMED CORP COMIRMD405$22,2750.02%
379GRAINGER W W INC COM38480210421$22,2090.02%
380DEVON ENERGY CORP NEW COM25179M103671$21,9620.02%
381JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654424$21,5010.02%
382TRANE TECHNOLOGIES PLC SHSTT58$21,4770.02%
383WESTERN DIGITAL CORP COMWDC346$20,6320.02%
384SPDR PORTFOLIO AGGREGATE BOND ETF78464A649813$20,3170.02%
385US BANCORP DEL COM NEWUSB-PS421$20,1130.02%
386VANGUARD TAX-EXEMPT BOND ETF922907746400$20,0520.02%
387SYNAPTICS INC COMSYNA262$19,9960.02%
388TRIPADVISOR INC COMTRIP1,350$19,9400.02%
389INNOVEX INTERNATIONAL INC COMINVX1,413$19,7400.02%
390TERADATA CORP DEL COMTDC631$19,6560.01%
391SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805275$19,6430.01%
392TARGET CORP COMTGT145$19,5790.01%
393JETBLUE AWYS CORP COM4771431012,476$19,4610.01%
394T-MOBILE US INC COMTMUSZ87$19,1370.01%
395ALBEMARLE CORP COMALB-PA218$18,7880.01%
396VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406147$18,7560.01%
397PACIRA BIOSCIENCES INC COMPCRX992$18,6890.01%
398STEPAN CO COMSCL286$18,5110.01%
399DIMENSIONAL INTERNATIONAL VALUE ETF25434V807520$18,4500.01%
400HERSHEY CO COMHSY104$17,6120.01%
401ISHARES MSCI INTL VALUE FACTOR ETF46435G409649$17,5940.01%
402CITIGROUP INC COM NEWC-PR250$17,5700.01%
403VISHAY PRECISION GROUP INC COMVPG741$17,3910.01%
404ISHARES S&P 500 GROWTH ETF464287309170$17,2600.01%
405CELSIUS HLDGS INC COM NEWCELH654$17,2260.01%
406LINDE PLC SHSLIN41$17,1220.01%
407ISHARES CORE S&P SMALL CAP ETF464287804148$17,0530.01%
408SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X541342$17,0180.01%
409ISHARES U.S. BASIC MATERIALS ETF464287838130$16,8910.01%
410VANGUARD S&P 500 ETF92290836331$16,7030.01%
411UNITED AIRLS HLDGS INC COMUNTCW157$15,2450.01%
412NEXTERA ENERGY INC COMNEE-PW211$15,1250.01%
413FIDELITY MSCI UTILITIES INDEX ETF316092865299$14,5820.01%
414FREEPORT-MCMORAN INC CL BFCX380$14,4700.01%
415YUM CHINA HLDGS INC COMYUMC300$14,4510.01%
416FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY33740F763289$14,3840.01%
417JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332250$14,3830.01%
418COMCAST CORP NEW CL ACCZ381$14,3010.01%
419REPUBLIC SVCS INC COM76075910071$14,2050.01%
420WISDOMTREE FLOATING RATE TREASURY FUNDWT282$14,1900.01%
421SERITAGE GROWTH PPTYS CL A81752R1003,382$13,9340.01%
422SCHWAB CHARLES CORP DEP SHS 1/40 PFDSCHW-PJ555$13,9310.01%
423PROSHARES MERGER ETF74348A566337$13,8180.01%
424SEMPRA COMSREA156$13,6840.01%
425AVANTIS U.S SMALL CAP EQUITY ETF025072323250$13,5900.01%
426DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF233051846681$13,4770.01%
427KALVISTA PHARMACEUTICALS INC COMKALV1,590$13,4670.01%
428CLEVELAND-CLIFFS INC NEW COMCLF1,404$13,1980.01%
429FEDERAL NATL MTG ASSN PFD8.25SER S3135867521,100$13,1230.01%
430VANECK MORNINGSTAR SMID MOAT ETF92189H730370$12,7540.01%
431JANUS HENDERSON SHORT DURATION INCOME ETF47103U886255$12,4720.01%
432PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833124$12,4420.01%
433SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A391620$12,1090.01%
434BLACKROCK MUNIYIELD N Y QUALIT COMBLK1,200$12,0960.01%
435WHITE MTNS INS GROUP LTD COMG9618E1076$11,6700.01%
436ILLINOIS TOOL WKS INC COM45230810946$11,6640.01%
437STAAR SURGICAL CO COM PAR $0.01STAA479$11,6350.01%
438SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R408450$11,3630.01%
439QUALCOMM INC COMQCOM74$11,3010.01%
440KONTOOR BRANDS INC COMKTB132$11,2740.01%
441NOVO-NORDISK A S ADRNONOF131$11,2690.01%
442DIGITAL RLTY TR INC 5.850 PFD SR K253868830480$11,2460.01%
443SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730379$11,0100.01%
444LOWES COS INC COM54866110744$10,8520.01%
445COMMERCIAL METALS CO COMCMC218$10,8130.01%
446IRON MTN INC DEL COM46284V101101$10,6160.01%
447UTILITIES SELECT SECTOR SPDR FUND81369Y886140$10,5970.01%
448SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755317$10,5280.01%
449AVADEL PHARMACEUTICALS PLC COM SHSG296871031,000$10,5100.01%
450ZIMMER BIOMET HOLDINGS INC COMZBH98$10,3520.01%
451SCHWAB U.S. LARGE-CAP ETF808524201444$10,2920.01%
452FIRSTENERGY CORP COMFE256$10,1860.01%
453VANECK IG FLOATING RATE ETF92189F486400$10,1800.01%
454AFFILIATED MANAGERS GROUP INC COMMGRE55$10,1710.01%
455NATIONAL FUEL GAS CO COMNFG166$10,0730.01%
456CF INDS HLDGS INC COM125269100117$9,9820.01%
457SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R523100$9,9150.01%
458UBER TECHNOLOGIES INC COMUBER164$9,9010.01%
459NUTANIX INC CL ANTNX161$9,8500.01%
460ISHARES MSCI EAFE ETF464287465130$9,8290.01%
461SCHWAB U.S. REIT ETF808524847456$9,6030.01%
462MCDONALDS CORP COMMCD33$9,5660.01%
463INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ456$9,4160.01%
464ARCADIUM LITHIUM PLC COM SHSG0508H1101,831$9,3930.01%
465GENERAL MLS INC COM370334104145$9,2470.01%
466INDEPENDENT BK CORP MASS COM453836108143$9,1790.01%
467SPOTIFY TECHNOLOGY S A SHSSPOT20$8,9480.01%
468SPROTT PHYSICAL GOLD & SILVER TR UNITSII375$8,9100.01%
469BANK AMERICA CORP COM060505104201$8,8410.01%
470WARNER BROS DISCOVERY INC COM SER AWBD833$8,8050.01%
471STEEL DYNAMICS INC COMSTLD77$8,7830.01%
472SCHWAB U.S. SMALL-CAP ETF808524607338$8,7410.01%
473GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC112$8,7320.01%
474PUBLIC STORAGE OPER CO COMPSA-PS29$8,6840.01%
475DOLE PLC ORD SHSDOLE630$8,5300.01%
476INVESCO CEF INCOME COMPOSITE ETFIVZ435$8,3350.01%
477FIRST TRUST SENIOR LOAN FUND33738D309179$8,2770.01%
478BAR HBR BANKSHARES COM066849100270$8,2570.01%
479NATIONAL GRID PLC ORDNMPWP693$8,2010.01%
480INGERSOLL RAND INC COMIR90$8,1570.01%
481VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870100$8,0270.01%
482VORNADO RLTY TR SH BEN INT929042109190$7,9880.01%
483NATERA INC COMNTRA50$7,9150.01%
484CENTENE CORP DEL COMCNC130$7,8750.01%
485HYATT HOTELS CORP COM CL AH50$7,8490.01%
486VERALTO CORP COM SHSVLTO76$7,7410.01%
487PUBLIC STORAGE OPER CO 3.950 DEP PFD Q74460W446450$7,6550.01%
488SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35997$7,5550.01%
489KYNDRYL HLDGS INC COMMON STOCKKD218$7,5430.01%
490ALLSTATE CORP COMALL-PJ39$7,5010.01%
491SNAP ON INC COMSNA22$7,4690.01%
492XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432206$7,4320.01%
493X4 PHARMACEUTICALS INC COMXFOR10,000$7,3360.01%
494DIAGEO PLC SPON ADR NEWDGEAF58$7,3330.01%
495NUCOR CORP COMNUE61$7,1190.01%
496ADOBE INC COMADBE16$7,0650.01%
497UNITED PARCEL SERVICE INC CL BUPS56$7,0620.01%
498WORKDAY INC CL AWDAY27$7,0500.01%
499INVESCO WILDERHILL CLEAN ENERGY ETFIVZ351$7,0240.01%
500RB GLOBAL INC COMRBA76$6,8560.01%