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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 2025 · Filed February 5, 2026 · Accession 0001907281-26-000001

Total Value
$150.0M
Positions
647
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375139,475$4.7M3.15%
2SPDR MSCI EAFE STRATEGICFACTORS ETF78463X43442,631$3.9M2.58%
3ISHARES 7-10 YEAR TREASURY BOND ETF46428744036,155$3.5M2.32%
4FREEDOM 100 EMERGING MARKETS ETF02072L60762,131$3.2M2.13%
5STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101105,913$3.1M2.07%
6TRI CONTL CORP COM89543610392,338$3.0M2.02%
7AVANTIS EMERGING MARKETS VALUE ETF02507237250,525$2.9M1.97%
8JPMORGAN CHASE & CO. COMVYLD8,897$2.9M1.92%
9APPLE INC COMAAPL9,399$2.6M1.71%
10ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864648,313$2.6M1.71%
11TJX COS INC NEW COM87254010916,093$2.5M1.65%
12SCHWAB US TIPS ETF80852487089,482$2.4M1.58%
13JANUS HENDERSON SECURITIZED INCOME ETF47103U74643,565$2.3M1.52%
14RTX CORPORATION COMRTX11,869$2.2M1.45%
15TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391007,011$2.1M1.42%
16MICROSOFT CORP COMMSFT4,160$2.0M1.34%
17ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815816,843$1.8M1.20%
18ABBVIE INC COMABBV7,517$1.7M1.15%
19STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84839,087$1.6M1.05%
20VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43752,607$1.5M1.03%
21JOHN HANCOCK PREFERRED INCOME ETF47804J77662,456$1.4M0.95%
22NOVARTIS AG SPONSORED ADRNVSEF9,034$1.2M0.83%
23STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF78470P30928,570$1.2M0.83%
24VANECK INTERMEDIATE MUNI ETF92189H20126,082$1.2M0.82%
25SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE4,433$1.2M0.82%
26CHEVRON CORP NEW COMCVX7,939$1.2M0.81%
27MEDTRONIC PLC SHSMDT12,431$1.2M0.80%
28SCHWAB INTERMEDIATE-TERM US TREASURY ETF80852485445,070$1.1M0.76%
29EPR PPTYS COM SH BEN INT26884U10921,787$1.1M0.73%
30CORNING INC COMGLW11,784$1.0M0.69%
31POWELL INDS INC COM7391281063,185$1.0M0.68%
32PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77510,867$1.0M0.68%
33VERIZON COMMUNICATIONS INC COMVZ24,403$993,9670.66%
34SOUTHERN CO COMSOMN11,359$990,5750.66%
35BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,880$945,2760.63%
36STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF78468R8125,395$939,7500.63%
37JOHNSON CTLS INTL PLC SHSG515021057,834$938,1490.63%
38INTERNATIONAL BUSINESS MACHS COMINTR3,109$921,2070.62%
39BRISTOL-MYERS SQUIBB CO COMCELG-RI16,994$916,6660.61%
40ASTRAZENECA PLC SPONSORED ADRAZN9,932$913,0690.61%
41LINCOLN NATL CORP IND COM53418710920,470$911,5290.61%
42PFIZER INC COMPFE36,367$905,5630.61%
43VANECK MORNINGSTAR WIDE MOAT ETF92189F6438,686$899,5220.60%
44MARATHON PETE CORP COMMARA5,524$898,4720.60%
45EATON CORP PLC SHSETN2,802$892,4650.60%
46FEDERATED HERMES INC CL BFHI17,044$887,4810.59%
47ALPHABET INC CAP STK CL AGOOG2,802$877,1180.59%
48MONRO INC COMMNRO42,783$857,3710.57%
49ARES CAPITAL CORP COMARCC41,888$847,4110.57%
50WALMART INC COMWMT7,529$838,8550.56%
51GILEAD SCIENCES INC COMGILD6,475$794,7600.53%
52BROADCOM INC COMAVGO2,290$792,7420.53%
53BLACKSTONE INC COMBX5,122$789,5970.53%
54AMAZON COM INC COMAMZN3,405$785,9540.53%
55TAPESTRY INC COMTPR5,981$764,3200.51%
56TORTOISE ENERGY INFRA CORP COMTYG18,506$756,9160.51%
57NETAPP INC COMNTAP7,013$751,1090.50%
58PEPSICO INC COMPEP5,203$746,7690.50%
59HOME DEPOT INC COMHD2,165$744,9790.50%
60DISNEY WALT CO COM2546871066,523$742,1330.50%
61KINDER MORGAN INC DEL COMEP-PC26,901$739,5360.49%
62TRUIST FINL CORP COM89832Q10913,974$687,6970.46%
63AGREE RLTY CORP COM0084921009,483$683,1210.46%
64TRAVELERS COMPANIES INC COMTRV2,339$678,6480.45%
65MONDELEZ INTL INC CL A60920710512,360$665,3510.44%
66RPM INTL INC COM7496851036,394$665,0530.44%
67LEAR CORP COM NEWLEA5,775$661,8150.44%
68ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G21914,448$659,7120.44%
69EXXON MOBIL CORP COMXOM5,452$656,0940.44%
70INVESCO PREFERRED ETFIVZ55,665$625,6770.42%
71T. ROWE PRICE FLOATING RATE ETF87283Q88312,135$623,7980.42%
72DIAMONDROCK HOSPITALITY CO COMDRH68,048$609,7100.41%
73INVITATION HOMES INC COMINVH21,631$601,1420.40%
74RALPH LAUREN CORP CL ARL1,684$595,4790.40%
75AT&T INC COMT-PC23,965$595,2910.40%
76STARWOOD PPTY TR INC COMSTHO32,480$584,9650.39%
77HERCULES CAPITAL INC COMHCXY30,993$583,2880.39%
78GENERAL DYNAMICS CORP COMGD1,725$580,7390.39%
79JOHNSON & JOHNSON COMJNJ2,786$576,6790.39%
80VIATRIS INC COMVTRS46,205$575,2520.38%
81OUTFRONT MEDIA INC COM NEWOUT23,040$555,2640.37%
82PALO ALTO NETWORKS INC COMPANW2,962$545,7520.36%
83PUBLIC SVC ENTERPRISE GRP INC COM7445731066,702$538,1790.36%
84DOMINION ENERGY INC COMD9,121$534,3990.36%
85ORACLE CORP COMORCL-PD2,667$519,9920.35%
86RYDER SYS INC COMR2,663$509,6720.34%
87CARDINAL HEALTH INC COMCAH2,431$499,5710.33%
88WILLIAMS COS INC COM9694571008,241$495,3670.33%
89AES CORP COMAES34,240$491,0020.33%
90RITHM CAPITAL CORP COM NEWRITM-PF44,846$488,8210.33%
91CHENIERE ENERGY INC COM NEWLNG2,457$477,6160.32%
92PINNACLE WEST CAP CORP COMPNW5,240$464,7880.31%
93CITIZENS FINL GROUP INC COMCIA7,909$461,9650.31%
94SCHWAB SHORT-TERM US TREASURY ETF80852486218,796$458,0590.31%
95SCOTTS MIRACLE-GRO CO CL ASMG7,522$438,9090.29%
96MAGNA INTL INC COM5592224018,232$438,7660.29%
97ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882814,553$438,3910.29%
98SPDR GOLD SHARESGLD1,105$437,9230.29%
99ALEXANDER & BALDWIN INC NEW COM01449110421,045$434,3780.29%
100ABBOTT LABS COMABLZF3,444$431,5530.29%
101GLOBAL X U.S. PREFERRED ETF37954Y65722,569$426,7840.29%
102ENTERPRISE PRODS PARTNERS L P COM29379210713,311$426,7760.29%
103GLOBAL X EMERGING MARKETS BOND ETF37954Y35017,350$416,5780.28%
104GARMIN LTD SHSGRMN2,009$407,6290.27%
105DARDEN RESTAURANTS INC COMDRI2,190$403,0040.27%
106MERCADOLIBRE INC COMMELI196$394,8800.26%
107THERMO FISHER SCIENTIFIC INC COMTMO669$387,6520.26%
108SCHWAB US DIVIDEND EQUITY ETF80852479713,822$379,1550.25%
109TEXAS INSTRS INC COM8825081042,102$364,6760.24%
110TOTALENERGIES SE SPONSORED ADSTTE5,563$363,9310.24%
111V F CORP COMVFC20,086$363,1570.24%
112CONSTELLATION BRANDS INC CL ASTZ2,616$360,9660.24%
113SHIFT4 PMTS INC 6 SER A CNV PREF82452J3074,508$360,6850.24%
114COUSINS PPTYS INC COM NEW22279550213,910$358,6000.24%
115HASBRO INC COMHAS4,369$358,2580.24%
116HA SUSTAINABLE INFRA CAP INC COM41068X10011,385$357,8370.24%
117ISHARES RUSSELL 2500 ETF46435G2684,722$353,8670.24%
118MICRON TECHNOLOGY INC COMMU1,227$350,2140.23%
119TANGER INC COMSKT10,349$345,3530.23%
120BANK NOVA SCOTIA HALIFAX COM0641491074,657$343,1740.23%
121VAIL RESORTS INC COMMTN2,482$329,6100.22%
122KIMBERLY-CLARK CORP COMKMB3,232$326,0760.22%
123ALTRIA GROUP INC COMMO5,653$325,9520.22%
124COHERENT CORP COMCOHR1,759$324,7210.22%
125JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3325,504$315,0490.21%
126ONEOK INC NEW COMOKE4,197$308,4800.21%
127AIR PRODS & CHEMS INC COMAIIR1,239$306,0580.20%
128MARVELL TECHNOLOGY INC COMMRVL3,315$281,7090.19%
129NEWTEKONE INC COM NEWNEWTP24,637$279,6300.19%
130EXPEDIA GROUP INC COM NEWEXPE968$274,2440.18%
131SYSCO CORP COMSYY3,628$267,3940.18%
132QNITY ELECTRONICS INC COMMON STOCKQ3,207$261,8520.17%
133TESLA INC COMTSLA575$258,9040.17%
134HEALTHEQUITY INC COMHQY2,708$248,0800.17%
135LAM RESEARCH CORP COM NEWLRCX1,442$246,8420.16%
136VANECK SHORT HIGH YIELD MUNI ETF92189F38710,553$241,7690.16%
137DUPONT DE NEMOURS INC COMDD5,879$236,3360.16%
138FIDELITY NATL INFORMATION SVCS COM31620M1063,547$235,7340.16%
139BEST BUY INC COMBBY3,507$234,7240.16%
140CISCO SYS INC COMCSCO3,037$233,9400.16%
141ISHARES 1-3 YEAR TREASURY BOND ETF4642874572,819$233,4700.16%
142TACTILE SYS TECHNOLOGY INC COM87357P1008,008$232,2320.16%
143AMKOR TECHNOLOGY INC COMAMKR5,819$229,7340.15%
144UNITIL CORP COMUTL4,654$225,4400.15%
145AMERICAN EXPRESS CO COMAXP608$225,1180.15%
146FOUR CORNERS PPTY TR INC COM35086T1099,741$224,6270.15%
147COMPASS INC CL ACOMP21,225$224,3480.15%
148VALERO ENERGY CORP COMVLO1,375$223,8360.15%
149DENTSPLY SIRONA INC COMXRAY19,434$222,1310.15%
150INVESCO SENIOR LOAN ETFIVZ10,357$217,4970.15%
151EMERSON ELEC CO COMEMR1,629$216,2010.14%
152GXO LOGISTICS INCORPORATED COMMON STOCKGXO4,091$215,3500.14%
153RENAISSANCERE HLDGS LTD COMRNR-PG765$215,1930.14%
154CVS HEALTH CORP COMCVS2,683$212,9230.14%
155GALLAGHER ARTHUR J & CO COM363576109808$209,1020.14%
156CIENA CORP COM NEWCIEN889$207,9440.14%
157INNOVATIVE INDL PPTYS INC COMINHD4,318$204,5380.14%
158SHIFT4 PMTS INC CL A82452J1093,215$202,4860.14%
159VITA COCO CO INC COMCOCO3,721$197,2500.13%
160BOSTON BEER INC CL ASAM990$193,1790.13%
161FEDEX CORP COMFDX663$191,6060.13%
162UNITEDHEALTH GROUP INC COMUNH578$190,8040.13%
163HEXCEL CORP NEW COM4282911082,535$187,3370.13%
164UNITED THERAPEUTICS CORP DEL COMUTHR384$187,1040.13%
165FLEX LNG LTD SHSFLNG7,397$184,5550.12%
166NVIDIA CORPORATION COMNVDA986$184,0080.12%
167ANALOG DEVICES INC COMADI671$182,0520.12%
168ENBRIDGE INC COMENNPF3,802$181,8500.12%
169AVANTIS INTERNATIONAL EQUITY ETF0250727032,207$181,6800.12%
170VISA INC COM CL AV502$176,4040.12%
171AUTOMATIC DATA PROCESSING INC COMADP685$176,2030.12%
172APPLIED MATLS INC COM038222105683$175,5240.12%
173EPAM SYS INC COMEPAM840$172,0990.12%
174NEXTPOWER INC CLASS A COMNXT1,975$172,0420.11%
175ELI LILLY & CO COMLLY158$170,6050.11%
176BLOCK H & R INC COMBSQKZ3,809$166,0250.11%
177CULLEN FROST BANKERS INC COMCFR-PB1,298$164,3660.11%
178ENTEGRIS INC COMENTG1,938$163,2770.11%
179GRAPHIC PACKAGING HLDG CO COMGPK10,671$160,7120.11%
180CLOROX CO DEL COMCLX1,579$159,2110.11%
181TERADYNE INC COMTER800$154,8480.10%
182DICKS SPORTING GOODS INC COM253393102777$153,8230.10%
183TWILIO INC CL ATWLO1,079$153,4770.10%
184SCHWAB HIGH YIELD BOND ETF8085246315,800$153,2360.10%
185DOVER CORP COMDOV780$152,2870.10%
186MILLER INDS INC TENN COM NEW6005512044,061$151,7700.10%
187SS&C TECHNOLOGIES HLDGS INC COMSSNC1,711$149,5760.10%
188TARSUS PHARMACEUTICALS INC COMTARS1,807$147,9570.10%
189LENNAR CORP CL ALEN-B1,436$147,6440.10%
190UBER TECHNOLOGIES INC COMUBER1,797$146,8440.10%
191MAGNITE INC COMMGNI8,953$145,3070.10%
192REGAL REXNORD CORPORATION COMRRX1,021$143,2670.10%
193DIAMONDBACK ENERGY INC COMFANG952$143,1910.10%
194MKS INC. COMMKSI893$142,8060.10%
195FORTIS INC COMFTRSF2,715$141,0170.09%
196DELL TECHNOLOGIES INC CL CDELL1,088$136,9570.09%
197AMERICAN ELEC PWR CO INC COM0255371011,181$136,1820.09%
198BASSETT FURNITURE INDS INC COM0702031048,064$135,1530.09%
199SALESFORCE INC COMCRM504$133,6970.09%
200PAYPAL HLDGS INC COMPYPL2,279$133,0480.09%
201ADVANCED MICRO DEVICES INC COMAMD620$132,8040.09%
202EASTERN BANKSHARES INC COMEBC7,092$130,7060.09%
203NEUROCRINE BIOSCIENCES INC COMNBIX912$129,3490.09%
204KEURIG DR PEPPER INC COMKDP4,548$127,4130.09%
205COGNEX CORP COMCGNX3,525$126,8300.08%
206T. ROWE PRICE ULTRA SHORT-TERM BOND ETF87283Q7012,532$126,2440.08%
207ISHARES MSCI EMERGING MARKETS ETF4642872342,270$124,1920.08%
208KROGER CO COMKR1,978$123,5850.08%
209BANK NEW YORK MELLON CORP COM0640581001,043$121,0820.08%
210ALLEGRO MICROSYSTEMS INC COMALGM4,578$120,7680.08%
211TOWNEBANK PORTSMOUTH VA COM89214P1093,596$119,9990.08%
212OKTA INC CL AOKTA1,376$118,9830.08%
213TG THERAPEUTICS INC COMTGTX3,969$118,3160.08%
214LOCKHEED MARTIN CORP COMLMT241$116,5640.08%
215PROCTER AND GAMBLE CO COM742718109811$116,2240.08%
216CELSIUS HLDGS INC COM NEWCELH2,536$115,9970.08%
217SOLSTICE ADVANCED MATLS INC COM SHS83443Q1032,354$114,3570.08%
218UMB FINL CORP COM902788108978$112,5090.08%
219ADOBE INC COMADBE320$111,9970.07%
220ROCKWELL AUTOMATION INC COMROK287$111,6630.07%
221ENTERGY CORP NEW COMENO1,200$110,9160.07%
222PDF SOLUTIONS INC COMPDFS3,870$110,4110.07%
223GORMAN RUPP CO COMGRC2,302$109,9210.07%
224SCHWAB 5-10 YEAR CORPORATE BOND ETF8085246984,772$109,6130.07%
225WELLS FARGO CO NEW COM9497461011,170$109,0440.07%
226GE AEROSPACE COM NEW369604301349$107,7000.07%
227GLOBALFOUNDRIES INC ORDINARY SHARESGFS3,014$105,2490.07%
228INTERNATIONAL FLAVORS&FRAGRANC COM4595061011,538$103,6460.07%
229COPART INC COMCPRT2,612$102,2600.07%
230GENERAC HLDGS INC COMGNRC747$101,8680.07%
231CANADIAN PACIFIC KANSAS CITY COMCP1,382$101,7570.07%
232FASTENAL CO COMFAST2,480$99,5460.07%
233Q2 HLDGS INC COMQTWO1,379$99,5090.07%
234HARTFORD FINL SVCS GROUP INC COMHIG-PG717$98,8260.07%
235ALPHABET INC CAP STK CL CGOOG312$98,2070.07%
236AMERIPRISE FINL INC COM03076C106200$98,0680.07%
237EQUITY RESIDENTIAL SH BEN INTEQR1,538$96,9560.06%
238ISHARES 3-7 YEAR TREASURY BOND ETF464288661811$96,7930.06%
239PRICESMART INC COMPSMT781$95,8050.06%
240POWER INTEGRATIONS INC COMPOWI2,692$95,6740.06%
241SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII2,897$95,6590.06%
242EBAY INC. COMEBAY1,093$95,2000.06%
243STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF78468R7212,049$93,6600.06%
244IDACORP INC COMIDA723$91,5030.06%
245AZZ INC COMAZZ853$91,4250.06%
246AMGEN INC COMAMGN277$90,9300.06%
247MICROCHIP TECHNOLOGY INC. COMMCHPP1,412$89,9730.06%
248TOAST INC CL ATOST2,518$89,4140.06%
249MERCK & CO INC COMMRK842$88,6450.06%
250SLB LIMITED COM STKSLB2,256$86,5850.06%
251INVESTORS TITLE CO NC COMITIC338$84,3780.06%
252BOOT BARN HLDGS INC COMBOOT465$82,0590.05%
253VERTEX PHARMACEUTICALS INC COMVRTX178$80,7540.05%
254M & T BK CORP COM55261F104400$80,5920.05%
255NETFLIX INC COMNFLX857$80,4100.05%
256COLGATE PALMOLIVE CO COMCL1,011$79,8890.05%
257CIRRUS LOGIC INC COMCRUS670$79,3950.05%
258INTERDIGITAL INC COMIDCC249$79,2770.05%
259INTEL CORP COMINTC2,133$78,7080.05%
260WAYSTAR HOLDING CORPWAY2,366$77,4870.05%
261NETGEAR INC COMNTGR3,144$77,1220.05%
262HUDSON TECHNOLOGIES INC COMHDSN11,245$77,0280.05%
263SYNCHRONY FINANCIAL COMSYF-PB923$77,0060.05%
264BXP INC COMBXP1,140$76,9270.05%
265META PLATFORMS INC CL AMETA113$74,6310.05%
266SERVICENOW INC COMNOW480$73,5360.05%
267ROPER TECHNOLOGIES INC COMROP163$72,5560.05%
268TOLL BROTHERS INC COMTOL532$71,9370.05%
269VANGUARD S&P 500 ETF922908363114$71,4930.05%
270PROSHARES MERGER ETF74348A5661,594$70,9410.05%
271DRAFTKINGS INC NEW COM CL ADKNG2,036$70,1610.05%
272JPMORGAN MUNICIPAL ETF46641Q6471,385$69,9430.05%
273THE TRADE DESK INC COM CL A88339J1051,767$67,0890.04%
274FIRST WATCH RESTAURANT GROUP I COMFWRG4,447$67,0610.04%
275VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409826$65,9350.04%
276CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1092,174$64,2420.04%
277ONE GAS INC COMOGS829$64,0400.04%
278COHEN & STEERS REAL ESTATE ACTIVE ETF19249U1042,464$62,8660.04%
279STATE STR CORP COMSTT-PG469$60,5060.04%
280JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6541,179$60,0580.04%
281CINEMARK HLDGS INC COMCNK2,582$60,0060.04%
282AMERICAN TOWER CORP NEW COM03027X100340$59,8130.04%
283DIMENSIONAL CORE FIXED INCOME ETF25434V8721,400$59,5840.04%
284GLOBAL PMTS INC COM37940X102769$59,5210.04%
285CANADIAN NATL RY CO COM136375102588$58,1240.04%
286INSULET CORP COMPODD204$57,9850.04%
287ISHARES GOLD TRUSTIAU708$57,4680.04%
288ISHARES RUSSELL 3000 ETF464287689148$57,2540.04%
289VALVOLINE INC COMVVV1,964$57,0740.04%
290EQUINIX INC COMEQIX74$56,9540.04%
291STARBUCKS CORP COMSBUX675$56,8420.04%
292KLA CORP COM NEWKLAC45$55,7130.04%
293BIOLIFE SOLUTIONS INC COM NEWBLFS2,274$54,9850.04%
294GE VERNOVA INC COMGEV84$54,9000.04%
295HOST HOTELS & RESORTS INC COMHST3,093$54,8390.04%
296BJS RESTAURANTS INC COMBJRI1,368$53,8990.04%
297MINERALS TECHNOLOGIES INC COMMTX879$53,5750.04%
298TECHNIPFMC PLC COMFTI1,196$53,2940.04%
299COCA COLA CO COMKO755$52,7820.04%
300ESSEX PPTY TR INC COM297178105200$52,3360.03%
301FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118526$50,9380.03%
302YUM BRANDS INC COMYUM330$49,9220.03%
303DANAHER CORPORATION COM235851102216$49,4470.03%
304TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242091,577$49,2180.03%
305VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7711,028$48,3980.03%
306AMERIS BANCORP COMABCB651$48,3500.03%
307NUVEEN MASSACHUSETS QLT MUN FD COMNU4,252$48,1750.03%
308PERMIAN RESOURCES CORP CLASS A COMPR3,428$48,0950.03%
309FLUOR CORP NEW COMFLR1,163$46,0900.03%
310TELADOC HEALTH INC COMTDOC6,422$44,9540.03%
311EURONET WORLDWIDE INC COMEEFT589$44,8290.03%
312WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT385$44,2670.03%
313UNUM GROUP COMUNMA571$44,2530.03%
314AXOS FINANCIAL INC COMAX512$44,1140.03%
315EMBRAER S.A. SPONSORED ADSEMBJ685$44,0930.03%
316TC ENERGY CORP COMTRPRF800$44,0080.03%
317ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242397$43,7450.03%
318CARNIVAL CORP PAIRED CTFCUKPF1,399$42,7250.03%
319HANOVER INS GROUP INC COM410867105232$42,4030.03%
320CROWDSTRIKE HLDGS INC CL ACRWD90$42,1880.03%
321STATE STR SPDR S&P 500 ETF TR TR UNITSPY60$41,5790.03%
322DUKE ENERGY CORP NEW COM NEWDUKB353$41,4170.03%
323CATERPILLAR INC COMCAT71$40,6740.03%
324JAMES HARDIE INDS PLC ORD SHSG4253H1011,956$40,5870.03%
325REALTY INCOME CORP COMO720$40,5860.03%
326DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7081,025$40,5800.03%
327ISHARES SELECT DIVIDEND ETF464287168284$40,0930.03%
328HONEYWELL INTL INC COM438516106205$39,9930.03%
329INNOVEX INTERNATIONAL INC COMINVX1,807$39,5190.03%
330IRADIMED CORP COMIRMD402$39,1070.03%
331SUNSTONE HOTEL INVS INC NEW COM8678921014,097$36,6270.02%
332VORNADO RLTY TR SH BEN INT9290421091,082$36,0090.02%
333PROGYNY INC COMPGNY1,398$35,9010.02%
334VANECK HIGH YIELD MUNI ETF92189H409702$35,8860.02%
335VANGUARD TOTAL STOCK MARKET ETF922908769107$35,8740.02%
336CHEWY INC CL ACHWY1,056$34,9010.02%
337AMCOR PLC ORDAMCCF4,181$34,8700.02%
338ALCOA CORP COMAA645$34,2750.02%
339MCCORMICK & CO INC COM NON VTGMKC-V500$34,0550.02%
340LANTHEUS HLDGS INC COMLNTH497$33,0750.02%
341OMNICELL COM COMOMCL728$32,9780.02%
342BANK MONTREAL QUE COM063671101254$32,9670.02%
343NORFOLK SOUTHN CORP COM655844108111$32,0480.02%
344INVESCO TAXABLE MUNICIPAL BOND ETFIVZ1,165$31,6880.02%
345UNILEVER PLC SPON ADR NEWUNLYF484$31,6540.02%
346COLUMBIA BKG SYS INC COM1972361021,120$31,3040.02%
347OFG BANCORP COMOFG760$31,1450.02%
348ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638570$30,7120.02%
349HILLTOP HOLDINGS INC COMHTH899$30,5120.02%
350VANECK MORNINGSTAR SMID MOAT ETF92189H730835$30,2270.02%
351CABOT CORP COMCBT451$29,8920.02%
352STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622305$29,6490.02%
353CITIGROUP INC COM NEWC-PR253$29,5830.02%
354ALBEMARLE CORP COMALB-PA208$29,4200.02%
355ALAMOS GOLD INC NEW COM CL AAGI750$28,9350.02%
356VANGUARD REAL ESTATE ETF922908553326$28,8480.02%
357FLEXSTEEL INDS INC COMFLEX721$28,4720.02%
358ISHARES BB RATED CORPORATE BOND ETF46435U473600$28,2780.02%
359HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF41151J109612$27,9560.02%
360VITAL FARMS INC COMVITL863$27,5640.02%
361ALERIAN MLP ETF00162Q452581$27,3190.02%
362STEPAN CO COMSCL570$26,9950.02%
363VANGUARD S&P 500 VALUE ETF921932703130$26,6310.02%
364STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200854$26,2430.02%
365ASTRIA THERAPEUTICS INC COM04635X1022,000$26,1800.02%
366ALLEGIANT TRAVEL CO COMALGT306$26,0930.02%
367DIMENSIONAL INTERNATIONAL VALUE ETF25434V807520$25,9480.02%
368KALVISTA PHARMACEUTICALS INC COMKALV1,590$25,6790.02%
369AVERY DENNISON CORP COMAVY140$25,4630.02%
370PACIRA BIOSCIENCES INC COMPCRX977$25,2850.02%
371PHIBRO ANIMAL HEALTH CORP CL A COMPAHC676$25,2550.02%
372TEREX CORP NEW COMTEX468$24,9820.02%
373INVESCO GALAXY BITCOIN ETFBTCO285$24,8430.02%
374ISHARES MSCI INTL VALUE FACTOR ETF46435G409649$24,6940.02%
375WOLVERINE WORLD WIDE INC COMWWW1,345$24,4120.02%
376HAMILTON BEACH BRANDS HLDG CO COM CL AHBB1,454$23,9180.02%
377LINDE PLC SHSLIN55$23,8330.02%
378DIMENSIONAL U.S. SMALL CAP ETF25434V500340$23,6880.02%
379ISHARES BITCOIN TRUST ETFIBIT475$23,5840.02%
380BLOCK INC CL ABSQKZ360$23,4320.02%
381CYBERARK SOFTWARE LTD SHSM2682V10852$23,1950.02%
382METLIFE INC COMMET-PF292$23,0500.02%
383DUTCH BROS INC CL ABROS370$22,6510.02%
384GRAYSCALE ETHEREUM MINI TRUST ETF38964R203925$22,5420.02%
385US BANCORP DEL COM NEWUSB-PS420$22,4380.01%
386ZEBRA TECHNOLOGIES CORPORATION CL AZBRA92$22,3390.01%
387STATE STREET SPDR PORTFOLIO TIPS ETF78464A656850$22,0580.01%
388VANGUARD DIVIDEND APPRECIATION ETF921908844100$21,9780.01%
389ISHARES PREFERRED & INCOME SECURITIES ETF464288687700$21,6720.01%
390CARRIER GLOBAL CORPORATION COMCARR407$21,5060.01%
391PROCORE TECHNOLOGIES INC COMPCOR293$21,3130.01%
392COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH256$21,2480.01%
393VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406147$21,0970.01%
394STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A649813$20,9350.01%
395WW GRAINGER INC COM38480210420$20,1810.01%
396ISHARES U.S. BASIC MATERIALS ETF464287838130$20,0150.01%
397GOOSEHEAD INS INC COM CL AGSHD271$19,9590.01%
398INTUITIVE SURGICAL INC COM NEWISRG34$19,4600.01%
399AMPHASTAR PHARMACEUTICALS INC COMAMPH718$19,2280.01%
400AERCAP HOLDINGS NV SHSAER132$18,9760.01%
401ALASKA AIR GROUP INC COMALK375$18,8630.01%
402TRIPADVISOR INC COMTRIP1,271$18,5060.01%
403TCW CORE PLUS BOND ETF87191E105481$18,3940.01%
404MIMEDX GROUP INC COMMDXG2,707$18,3260.01%
405SAVARA INC COMSVRA3,000$18,0900.01%
406WESTERN DIGITAL CORP COMWDC105$18,0880.01%
407TRANE TECHNOLOGIES PLC SHSTT46$17,9600.01%
408WIX COM LTD SHSWIX170$17,6610.01%
409TARGET CORP COMTGT180$17,5950.01%
410SUN CMNTYS INC COM866674104142$17,5950.01%
411UNITED AIRLS HLDGS INC COMUNTCW157$17,5560.01%
412CLEVELAND-CLIFFS INC NEW COMCLF1,280$16,9980.01%
413UNIVERSAL DISPLAY CORP COMOLED142$16,5830.01%
414NATIONAL STORAGE AFFILIATES TR COM SHS BEN INNSA-PB567$15,9950.01%
415SYNAPTICS INC COMSYNA214$15,8400.01%
416DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF233051846681$15,8060.01%
417HERSHEY CO COMHSY86$15,6500.01%
418DOLE PLC ORD SHSDOLE1,000$14,9900.01%
419REPUBLIC SVCS INC COM76075910070$14,9640.01%
420PHILLIPS EDISON & CO INC COMMON STOCKPECO410$14,5840.01%
421SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755317$14,3320.01%
422YUM CHINA HLDGS INC COMYUMC300$14,3220.01%
423WISDOMTREE FLOATING RATE TREASURY FUNDWT282$14,1900.01%
424SEMPRA COMSREA156$13,7730.01%
425COMMERCIAL METALS CO COMCMC198$13,7060.01%
426SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730379$13,6670.01%
427NUCOR CORP COMNUE82$13,3750.01%
428NATIONAL FUEL GAS CO COMNFG166$13,2900.01%
429SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A391620$13,2490.01%
430FREEPORT-MCMORAN INC CL BFCX260$13,2050.01%
431AVANTIS EMERGING MARKETS EQUITY ETF025072604170$13,0930.01%
432BARRICK MNG CORP COM SHS06849F108300$13,0650.01%
433STEEL DYNAMICS INC COMSTLD77$13,0480.01%
434JANUS HENDERSON SHORT DURATION INCOME ETF47103U886255$12,5310.01%
435WHITE MTNS INS GROUP LTD COMG9618E1076$12,4680.01%
436PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833124$12,4420.01%
437LOWES COS INC COM54866110750$12,0580.01%
438NUSCALE PWR CORP CL A COMNU850$12,0450.01%
439NYLI CBRE GBL INFR MEGTRNDS TR COM56064Q107875$12,0400.01%
440STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886280$11,9530.01%
441BANK AMERICA CORP COM060505104215$11,8250.01%
442MOLSON COORS BEVERAGE CO CL BTAP-A252$11,7630.01%
443COSTCO WHSL CORP NEW COM22160K10513$11,7240.01%
444INTELLIA THERAPEUTICS INC COMNTLA1,300$11,6870.01%
445SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANSII255$11,6790.01%
446SPOTIFY TECHNOLOGY S A SHSSPOT20$11,6140.01%
447NATERA INC COMNTRA50$11,4550.01%
448AVANTIS U.S. MID CAP VALUE ETF025072133160$11,3920.01%
449ILLINOIS TOOL WKS INC COM45230810946$11,3300.01%
450SHOPIFY INC CL ASHOP70$11,2680.01%
451DIMENSIONAL US HIGH PROFITABILITY ETF25434V831296$11,2570.01%
452CAPITAL SOUTHWEST CORP COMCSWC500$11,0750.01%
453DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V799320$11,0270.01%
454SERITAGE GROWTH PPTYS CL A81752R1003,382$10,9920.01%
455NEXTERA ENERGY INC COMNEE-PW136$10,9180.01%
456INVESCO WILDERHILL CLEAN ENERGY ETFIVZ351$10,7200.01%
457AVANTIS U.S. SMALL CAP VALUE ETF025072877105$10,7080.01%
458FIRSTENERGY CORP COMFE238$10,6550.01%
459GABELLI DIVID & INCOME TR COM36242H104380$10,5530.01%
460INDEPENDENT BK CORP MASS COM453836108143$10,4500.01%
461VANECK IG FLOATING RATE ETF92189F486400$10,1920.01%
462DOLLAR GEN CORP NEW COM25667710576$10,1300.01%
463GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y293167$10,1090.01%
464MCDONALDS CORP COMMCD33$10,0860.01%
465LIBERTY ALL-STAR GROWTH FD INC COM5299001021,880$9,9640.01%
466STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R523100$9,9220.01%
467INVESCO CEF INCOME COMPOSITE ETFIVZ489$9,7210.01%
468ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448245$9,6650.01%
469SCHWAB U.S. REIT ETF808524847456$9,5260.01%
470ISHARES CORE S&P SMALL CAP ETF46428780478$9,3740.01%
471QUALCOMM INC COMQCOM53$9,1620.01%
472CF INDS HLDGS INC COM125269100117$9,0490.01%
473CONSTELLATION ENERGY CORP COMCEG25$8,8320.01%
474ZIMMER BIOMET HOLDINGS INC COMZBH98$8,8120.01%
475PPL CORP COMPPLC250$8,7550.01%
476STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35997$8,6520.01%
477ARCHER DANIELS MIDLAND CO COMADM150$8,6240.01%
478GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC104$8,5300.01%
479BAR HBR BANKSHARES COM066849100270$8,3840.01%
480VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870100$8,3750.01%
481SANDISK CORP COMSNDK35$8,3080.01%
482UTILITIES SELECT SECTOR SPDR FUNDUSAR695$8,2710.01%
483DIMENSIONAL U.S. TARGETED VALUE ETF25434V609135$8,0380.01%
484HYATT HOTELS CORP COM CL AH50$8,0160.01%
485RB GLOBAL INC COMRBA76$7,8180.01%
486LKQ CORP COMLKQ253$7,6410.01%
487XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432206$7,5870.01%
488SNAP ON INC COMSNA22$7,5810.01%
489PUBLIC STORAGE OPER CO COMPSA-PS29$7,5260.01%
490DOLLAR TREE INC COMDLTR61$7,5040.01%
491PHILIP MORRIS INTL INC COM71817210946$7,3780.00%
492ALLSTATE CORP COMALL-PJ35$7,2850.00%
493ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764100$7,2680.00%
494AFFILIATED MANAGERS GROUP INC COMMGRE25$7,2070.00%
495CENTENE CORP DEL COMCNC170$6,9960.00%
496ISHARES MSCI EAFE ETF46428746572$6,9140.00%
497KONTOOR BRANDS INC COMKTB110$6,7200.00%
498NUVEEN CALIFORNIA AMT QLT MUN COMNU536$6,6680.00%
499CHUBB LIMITED COMCB21$6,5550.00%
500STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672226$6,5180.00%