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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

Global Wealth Strategies & Associates

Quarter ended Q4 2024 · Filed January 2, 2025 · Accession 0001912297-25-000001

Total Value
$319.6M
Positions
453
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (453)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF922908363224,531$121.0M37.85%
2ISHARES CORE MSCI EAFE ETF46432F842436,369$30.7M9.59%
3INVESCO NASDAQ 100 ETFIVZ117,530$24.7M7.74%
4VANGUARD TOTAL BOND MARKET ETF921937835343,775$24.7M7.73%
5VANGUARD RUSSELL 2000 ETF92206C664133,511$11.9M3.73%
6ISHARES MSCI USA QUALITY FACTOR ETF46432F33959,466$10.6M3.31%
7ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39649,162$10.2M3.18%
8VANGUARD DIVIDEND APPRECIATION ETF92190884449,672$9.7M3.04%
9ISHARES NATIONAL MUNI BOND ETF46428841476,274$8.1M2.54%
10VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771175,183$7.9M2.48%
11ISHARES FLEXIBLE INCOME ACTIVE ETFBLK138,607$7.2M2.26%
12ISHARES GOLD TRUSTIAU133,502$6.6M2.07%
13ISHARES 20 YEAR TREASURY BOND ETF46428743259,126$5.2M1.62%
14APPLE INC COMAAPL11,509$2.9M0.90%
15ISHARES S&P 100 ETF4642871019,706$2.8M0.88%
16SHERWIN WILLIAMS CO COMSHW7,680$2.6M0.82%
17INVESCO QQQ TRUST SERIES IIVZ4,957$2.5M0.79%
18COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF19761L607104,021$2.1M0.66%
19WISDOMTREE FLOATING RATE TREASURY FUNDWT41,825$2.1M0.66%
20NVIDIA CORPORATION COMNVDA10,833$1.5M0.46%
21MICROSOFT CORP COMMSFT3,143$1.3M0.41%
22AMAZON COM INC COMAMZN5,164$1.1M0.35%
23FIRST TRUST LONG/SHORT EQUITY ETF33739P10316,420$1.1M0.34%
24SIMPLIFY MANAGED FUTURES STRATEGY ETF82889N69938,533$1.1M0.34%
25ENERGY SELECT SECTOR SPDR FUND81369Y50610,508$900,1020.28%
26ISHARES RUSSELL MID-CAP GROWTH ETF4642874816,277$795,6160.25%
27JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20314,012$789,9970.25%
28ISHARES CORE S&P MID-CAP ETF46428750712,073$752,2870.24%
29ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF46436E33829,564$695,3450.22%
30ISHARES CORE S&P 500 ETF464287200910$535,7180.17%
31TESLA INC COMTSLA1,130$456,3390.14%
32ISHARES RUSSELL 1000 ETF4642876221,400$451,0240.14%
33ELI LILLY & CO COMLLY581$448,5320.14%
34ALPHABET INC CAP STK CL AGOOG2,303$435,9310.14%
35SPDR S&P 500 ETF TRUSTSPY623$365,1280.11%
36TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,550$360,4060.11%
37META PLATFORMS INC CL AMETA563$329,6440.10%
38EXXON MOBIL CORP COMXOM2,717$292,3060.09%
39ISHARES MSCI EAFE GROWTH ETF4642888853,004$290,8770.09%
40VANECK HIGH YIELD MUNI ETF92189H4095,592$290,2810.09%
41ZOOM COMMUNICATIONS INC CL AZM3,500$285,6350.09%
42INTERNATIONAL BUSINESS MACHS COMINTR1,245$273,6880.09%
43JPMORGAN CHASE & CO. COMVYLD1,136$272,3110.09%
44ALPHABET INC CAP STK CL CGOOG1,402$267,0000.08%
45COSTCO WHSL CORP NEW COM22160K105291$266,7970.08%
46ISHARES RUSSELL 2000 GROWTH ETF464287648905$260,4770.08%
47BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A566$256,5560.08%
48LOCKHEED MARTIN CORP COMLMT521$253,1750.08%
49VANGUARD VALUE ETF9229087441,432$242,4380.08%
50SCHWAB U.S. LARGE-CAP ETF80852420110,449$242,2080.08%
51SCHWAB INTERNATIONAL EQUITY ETF80852480511,733$217,0670.07%
52WALMART INC COMWMT2,247$203,0160.06%
53ISHARES RUSSELL 1000 GROWTH ETF464287614494$198,3810.06%
54HOME DEPOT INC COMHD493$191,7720.06%
55VANGUARD TAX-EXEMPT BOND ETF9229077463,644$182,6740.06%
56VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,562$170,3350.05%
57FINANCIAL SELECT SECTOR SPDR FUND81369Y6053,464$167,4150.05%
58ACCENTURE PLC IRELAND SHS CLASS AACN475$167,1000.05%
59PROCTER AND GAMBLE CO COM742718109966$161,9790.05%
60SCHWAB U.S. LARGE-CAP GROWTH ETF8085243005,784$161,2000.05%
61FIDELITY NASDAQ COMPOSITE INDEX ETF3159128082,100$159,7260.05%
62VANGUARD TOTAL STOCK MARKET ETF922908769549$159,1110.05%
63ISHARES CORE S&P SMALL CAP ETF4642878041,298$149,5580.05%
64VANGUARD HEALTH CARE ETF92204A504552$140,0460.04%
65CHIPOTLE MEXICAN GRILL INC COMCMG2,115$127,5350.04%
66BROADCOM INC COMAVGO506$117,3110.04%
67ISHARES BITCOIN TRUST ETFIBIT2,162$114,6940.04%
68NETFLIX INC COMNFLX128$114,0890.04%
69CATERPILLAR INC COMCAT298$108,1020.03%
70AFFIRM HLDGS INC COM CL AAFRM1,770$107,7930.03%
71VANGUARD INFORMATION TECHNOLOGY ETF92204A702170$105,7270.03%
72FREEPORT-MCMORAN INC CL BFCX2,765$105,2910.03%
73ISHARES SEMICONDUCTOR ETF464287523460$99,1250.03%
74JOHNSON & JOHNSON COMJNJ680$98,3420.03%
75AVANTIS U.S. EQUITY ETF025072885996$96,5420.03%
76PUBLIC STORAGE OPER CO COMPSA-PS317$94,9220.03%
77ISHARES U.S. TREASURY BOND ETF46429B2674,038$92,7930.03%
78ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4492,450$91,6300.03%
79AMERICAN EXPRESS CO COMAXP294$87,2560.03%
80ABBVIE INC COMABBV472$83,8740.03%
81AT&T INC COMT-PC3,635$82,7690.03%
82SPDR NYSE TECHNOLOGY ETF78464A102400$80,7280.03%
83VANGUARD GROWTH ETF922908736193$79,2150.02%
84DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,285$79,0440.02%
85NORTHROP GRUMMAN CORP COMNOC165$77,4330.02%
86SCHWAB U.S. SMALL-CAP ETF8085246072,967$76,7240.02%
87NETAPP INC COMNTAP645$74,8720.02%
88AUTODESK INC COMADSK250$73,8930.02%
89VISA INC COM CL AV229$72,3730.02%
90INVESCO S&P 500 EQUAL WEIGHT ETFIVZ413$72,3700.02%
91MASTERCARD INCORPORATED CL AMA137$72,1400.02%
92COCA COLA CO COMKO1,143$71,1370.02%
93APPLIED MATLS INC COM038222105400$65,0520.02%
94PHILIP MORRIS INTL INC COM718172109530$63,7860.02%
95JACOBS SOLUTIONS INC COMJ465$62,1330.02%
96SCHWAB U.S. MID-CAP ETF8085245082,207$61,1550.02%
97SCHWAB US DIVIDEND EQUITY ETF8085247972,230$60,9240.02%
98MCDONALDS CORP COMMCD205$59,4880.02%
99PEPSICO INC COMPEP390$59,3030.02%
100ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY678$57,4880.02%
101OCCIDENTAL PETE CORP COM6745991051,111$54,8850.02%
102VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,117$54,7890.02%
103ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,045$54,5700.02%
104CUMMINS INC COMCMI153$53,3360.02%
105ISHARES MSCI USA VALUE FACTOR ETF46432F388498$52,5940.02%
106GEN DIGITAL INC COMGENVR1,917$52,4870.02%
107ROPER TECHNOLOGIES INC COMROP100$51,9850.02%
108HONEYWELL INTL INC COM438516106230$51,9550.02%
109ISHARES MSCI EUROZONE ETF4642866081,092$51,5420.02%
1103M CO COMMMM395$50,9910.02%
111WISDOMTREE PUTWRITE STRATEGY FUNDWT1,533$50,5370.02%
112YUM BRANDS INC COMYUM367$49,2370.02%
113RTX CORPORATION COMRTX423$48,9500.02%
114GRAYSCALE BITCOIN TRUST ETFGBTC658$48,7050.02%
115ISHARES MSCI USA MIN VOL FACTOR ETF46429B697524$46,5260.01%
116SCIENCE APPLICATIONS INTL CORP COM808625107416$46,5000.01%
117ISHARES CORE S&P U.S. GROWTH ETF464287671320$44,5920.01%
118SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739882$41,7980.01%
119THE CIGNA GROUP COM125523100151$41,6970.01%
120GLOBAL X U.S. PREFERRED ETF37954Y6572,117$41,3030.01%
121SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF8085247711,731$40,9910.01%
122PALANTIR TECHNOLOGIES INC CL APLTR541$40,9160.01%
123ISHARES CORE S&P US VALUE ETF464287663429$39,7210.01%
124ISHARES EXPONENTIAL TECHNOLOGIES ETF46434V381640$38,1820.01%
125CHEVRON CORP NEW COMCVX255$36,9850.01%
126VANGUARD SMALL CAP VALUE ETF922908611181$35,8710.01%
127UNITEDHEALTH GROUP INC COMUNH70$35,4100.01%
128KNIFE RIVER CORP COMMON STOCKKNF340$34,5580.01%
129PALO ALTO NETWORKS INC COMPANW188$34,2080.01%
130DUKE ENERGY CORP NEW COM NEWDUKB317$34,1540.01%
131CONOCOPHILLIPS COMCOP343$34,0150.01%
132AVANTIS INTERNATIONAL EQUITY ETF025072703525$32,2190.01%
133SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805437$31,2150.01%
134SM ENERGY CO COMSM769$29,7890.01%
135LINDE PLC SHSLIN71$29,7260.01%
136ISHARES RUSSELL 2000 ETF464287655133$29,3880.01%
137US BANCORP DEL COM NEWUSB-PS603$28,8410.01%
138WASTE MGMT INC DEL COM94106L109139$28,0490.01%
139LOWES COS INC COM548661107113$27,8880.01%
140INVESCO BLOOMBERG PRICING POWER ETFIVZ343$27,8470.01%
141CISCO SYS INC COMCSCO467$27,6460.01%
142BOSTON SCIENTIFIC CORP COMBSX309$27,6000.01%
143AUTOMATIC DATA PROCESSING INC COMADP93$27,2240.01%
144VANGUARD SMALL-CAP GROWTH ETF92290859597$27,1660.01%
145T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF87283Q867800$26,6160.01%
146TRIMBLE INC COMTRMB371$26,2150.01%
147ADVANCED MICRO DEVICES INC COMAMD215$25,9700.01%
148TRANE TECHNOLOGIES PLC SHSTT70$25,8550.01%
149ADOBE INC COMADBE58$25,7910.01%
150VANGUARD SMALL-CAP ETF922908751107$25,7100.01%
151BOEING CO COMBA-PA142$25,1340.01%
152EATON CORP PLC SHSETN75$24,8900.01%
153MDU RES GROUP INC COM5526901091,380$24,8680.01%
154NOVO-NORDISK A S ADRNONOF289$24,8600.01%
155SCHWAB U.S. BROAD MARKET ETF8085241021,065$24,1760.01%
156GRAYSCALE ETHEREUM TRUST ETF389638107850$23,8170.01%
157AIRBNB INC COM CL AABNB180$23,6540.01%
158HP INC COMHPQ715$23,3300.01%
159IQVIA HLDGS INC COMIQV118$23,1880.01%
160VANGUARD MID-CAP ETF92290862984$22,1870.01%
161SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R556160$21,1790.01%
162FEDEX CORP COMFDX73$20,6540.01%
163MICROSTRATEGY INC CL A NEWSTRK70$20,2730.01%
164BHP GROUP LTD SPONSORED ADSBHPLF413$20,1670.01%
165GALLAGHER ARTHUR J & CO COM36357610970$19,8700.01%
166ENERGY TRANSFER L P COM UT LTD PTNET-PI1,000$19,5900.01%
167ARK 21SHARES BITCOIN ETF BEN OF INTARKB207$19,3070.01%
168SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF808524763646$19,1860.01%
169COINBASE GLOBAL INC COM CL ACOIN75$18,6230.01%
170SOUTHERN COPPER CORP COMSCCO204$18,5910.01%
171TARGET CORP COMTGT137$18,5200.01%
172SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853406$18,2380.01%
173YUM CHINA HLDGS INC COMYUMC365$17,5820.01%
174VANGUARD MID-CAP VALUE ETF922908512107$17,3090.01%
175VIPER ENERGY INC CL AVNOM350$17,1750.01%
176WHEATON PRECIOUS METALS CORP COMWPM300$16,8720.01%
177ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620334$16,7940.01%
178TEXAS PACIFIC LAND CORPORATION COMTPL15$16,5890.01%
179BLACKROCK INC COMBLK16$16,4020.01%
180ENBRIDGE INC COMENNPF384$16,2930.01%
181TWILIO INC CL ATWLO150$16,2120.01%
182DIMENSIONAL U.S. SMALL CAP ETF25434V500247$16,0750.01%
183DIMENSIONAL US REAL ESTATE ETF25434V823683$15,8930.00%
184VANGUARD SHORT-TERM BOND ETF921937827205$15,8400.00%
185ALTRIA GROUP INC COMMO300$15,6870.00%
186NEXTERA ENERGY INC COMNEE-PW216$15,4850.00%
187XCEL ENERGY INC COMXELLL228$15,3950.00%
188PENTAIR PLC SHSPNR152$15,2970.00%
189ISHARES U.S. AEROSPACE & DEFENSE ETF464288760105$15,2620.00%
190PROGRESSIVE CORP COM74331510363$15,0950.00%
191BLOCK INC CL ABSQKZ176$14,9580.00%
192FIRST CTZNS BANCSHARES INC N C CL A31946M1037$14,7910.00%
193HEWLETT PACKARD ENTERPRISE CO COMHPE-PC684$14,6030.00%
194NIKE INC CL BNKE190$14,3770.00%
195LPL FINL HLDGS INC COM50212V10044$14,3660.00%
196ISHARES RUSSELL 2500 ETF46435G268207$14,0760.00%
197HORMEL FOODS CORP COMHRL446$13,9910.00%
198TRANSDIGM GROUP INC COMTDG11$13,9400.00%
199HALLIBURTON CO COMHAL500$13,5950.00%
200WELLS FARGO CO NEW COM949746101193$13,5560.00%
201CAPITAL ONE FINL CORP COM14040H10575$13,3740.00%
202SAMSARA INC COM CL AIOT300$13,1070.00%
203OREILLY AUTOMOTIVE INC COM67103H10711$13,0440.00%
204CARMAX INC COMKMX159$13,0000.00%
205MARRIOTT INTL INC NEW CL A57190320246$12,8310.00%
206SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889369$12,5940.00%
207MONDELEZ INTL INC CL A609207105207$12,3640.00%
208LAM RESEARCH CORP COM NEWLRCX170$12,2790.00%
209INVESCO S&P 500 QUALITY ETFIVZ182$12,1670.00%
210INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETFIVZ411$12,0360.00%
211SHELL PLC SPON ADSRYDAF190$11,9040.00%
212MERCK & CO INC COMMRK119$11,8380.00%
213PERMIAN RESOURCES CORP CLASS A COMPR800$11,5040.00%
214RIVIAN AUTOMOTIVE INC COM CL ARIVN860$11,4380.00%
215AMERICAN TOWER CORP NEW COM03027X10062$11,3710.00%
216BRISTOL-MYERS SQUIBB CO COMCELG-RI200$11,3120.00%
217NORTHRIM BANCORP INC COMNRIM144$11,2230.00%
218COMCAST CORP NEW CL ACCZ295$11,0710.00%
219MEDTRONIC PLC SHSMDT135$10,7840.00%
220ULTA BEAUTY INC COMULTA24$10,4380.00%
221FERRARI N V COMRACE24$10,1960.00%
222WEYERHAEUSER CO MTN BE COM NEWWY357$10,0500.00%
223ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834152$10,0230.00%
224LULULEMON ATHLETICA INC COMLULU26$9,9430.00%
225AMENTUM HOLDINGS INC COMAMTM465$9,7790.00%
226VANGUARD FTSE EMERGING MARKETS ETF922042858218$9,6010.00%
227INVESCO WATER RESOURCES ETFIVZ143$9,4080.00%
228BERKLEY W R CORP COMWRB-PH160$9,3630.00%
229CLOROX CO DEL COMCLX56$9,0950.00%
230COLGATE PALMOLIVE CO COMCL100$9,0910.00%
231SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755267$8,8590.00%
232WARNER BROS DISCOVERY INC COM SER AWBD838$8,8580.00%
233STARBUCKS CORP COMSBUX97$8,8510.00%
234BITWISE BITCOIN ETF TRUSTBITB171$8,6950.00%
235SHOPIFY INC CL ASHOP80$8,5060.00%
236INTEL CORP COMINTC422$8,4610.00%
237ASTRAZENECA PLC SPONSORED ADRAZN126$8,2560.00%
238LANTHEUS HLDGS INC COMLNTH92$8,2300.00%
239BIOATLA INC COMBCAB13,769$8,1400.00%
240INGERSOLL RAND INC COMIR88$7,9600.00%
241FIRST INTST BANCSYSTEM INC COM32055Y201240$7,7930.00%
242NU HLDGS LTD ORD SHS CL ANU750$7,7700.00%
243NORTHERN OIL & GAS INC COMNOG200$7,4320.00%
244PFIZER INC COMPFE270$7,1650.00%
245SPDR S&P 600 SMALL CAP VALUE ETF78464A30079$6,8580.00%
246MERCADOLIBRE INC COMMELI4$6,8020.00%
247SOLVENTUM CORP COM SHSSOLV98$6,4740.00%
248VALMONT INDS INC COM92025310121$6,4400.00%
249FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND33734410550$6,2480.00%
250PENN ENTERTAINMENT INC COMPENN315$6,2430.00%
251HUNTINGTON INGALLS INDS INC COM44641310633$6,2360.00%
252PULTE GROUP INC COM74586710157$6,2070.00%
253SCHWAB CHARLES CORP COMSCHW-PJ83$6,1430.00%
254NICE LTD SPONSORED ADRNCSYF36$6,1140.00%
255ISHARES CORE U.S. AGGREGATE BOND ETF46428722660$5,8160.00%
256GARTNER INC COMIT12$5,8140.00%
257ISHARES FUTURE AI & TECH ETF46435U556156$5,7830.00%
258ARISTA NETWORKS INC COM SHSANET52$5,7480.00%
259ISHARES RUSSELL 1000 VALUE ETF46428759830$5,5540.00%
260DUPONT DE NEMOURS INC COMDD72$5,4900.00%
261WATTS WATER TECHNOLOGIES INC CL AWTS27$5,4890.00%
262CROCS INC COMCROX50$5,4770.00%
263WILLIAMS COS INC COM96945710099$5,3580.00%
264MARATHON PETE CORP COMMARA37$5,1620.00%
265GOLDMAN SACHS GROUP INC COMGSCE9$5,1540.00%
266PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46750$4,9780.00%
267FIDELITY ENHANCED LARGE CAP CORE ETF316092113147$4,8410.00%
268CROWDSTRIKE HLDGS INC CL ACRWD14$4,7900.00%
269MONDAY COM LTD SHSMNDY20$4,7090.00%
270MORGAN STANLEY COM NEWMS-PQ37$4,6520.00%
271CYBIN INC COM NEWHELP526$4,6390.00%
272VERTEX PHARMACEUTICALS INC COMVRTX11$4,4300.00%
273SEMPRA COMSREA50$4,3860.00%
274TRAVELERS COMPANIES INC COMTRV18$4,3360.00%
275CVS HEALTH CORP COMCVS94$4,2200.00%
276L3HARRIS TECHNOLOGIES INC COMLHX20$4,2060.00%
277OTTER TAIL CORP COMOTTR55$4,0610.00%
278MARSH & MCLENNAN COS INC COM57174810219$4,0360.00%
279CORTEVA INC COMCTVA70$3,9870.00%
280ARK INNOVATION ETF00214Q10470$3,9740.00%
281SKYWORKS SOLUTIONS INC COMSWKS44$3,9020.00%
282KB HOME COMKBH59$3,8770.00%
283SUNRUN INC COMRUN419$3,8760.00%
284T-MOBILE US INC COMTMUSZ17$3,7520.00%
285KKR & CO INC COMKKRT25$3,6980.00%
286ALLSTATE CORP COMALL-PJ19$3,6630.00%
287VIAVI SOLUTIONS INC COMVIAV340$3,4340.00%
288VAREX IMAGING CORP COMVREX235$3,4290.00%
289CF INDS HLDGS INC COM12526910040$3,4130.00%
290HANOVER INS GROUP INC COM41086710522$3,4030.00%
291DEERE & CO COMDE8$3,3900.00%
292SOUTHWEST AIRLS CO COM844741108100$3,3620.00%
293AFLAC INC COMAFL32$3,3100.00%
294VERIZON COMMUNICATIONS INC COMVZ81$3,2390.00%
295FIDELITY WISE ORIGIN BITCOIN FUNDFBTC39$3,1820.00%
296SERVICENOW INC COMNOW3$3,1800.00%
297ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85386$3,1640.00%
298THERMO FISHER SCIENTIFIC INC COMTMO6$3,1210.00%
299DELTA AIR LINES INC DEL COM NEWDAL51$3,0860.00%
300CONAGRA BRANDS INC COMCAG108$2,9970.00%
301GRAYSCALE BITCOIN MINI TRUST ETF38993020771$2,9730.00%
302ACUSHNET HLDGS CORP COMGOLF41$2,9140.00%
303GITLAB INC CLASS A COMGTLB50$2,8180.00%
304UNITED RENTALS INC COMURI4$2,8180.00%
305ASML HOLDING N V N Y REGISTRY SHSASMLF4$2,7720.00%
306SPDR S&P DIVIDEND ETF78464A76320$2,6420.00%
307ELEVANCE HEALTH INC COMELV7$2,5820.00%
308MICRON TECHNOLOGY INC COMMU30$2,5250.00%
309GE AEROSPACE COM NEW36960430115$2,5020.00%
310CHUBB LIMITED COMCB9$2,4870.00%
311RIOT PLATFORMS INC COMRIOT234$2,3890.00%
312PAYCHEX INC COMPAYX17$2,3840.00%
313AMGEN INC COMAMGN9$2,3460.00%
314ISHARES CORE 1-5 YEAR USD BOND ETF46432F85949$2,3420.00%
315ROBLOX CORP CL ARBLX40$2,3140.00%
316ILLINOIS TOOL WKS INC COM4523081099$2,2820.00%
317STRYKER CORPORATION COMSYK6$2,1600.00%
318UNITED PARCEL SERVICE INC CL BUPS17$2,1440.00%
319CHARGEPOINT HOLDINGS INC COM CL ACHPT2,000$2,1400.00%
320LAMB WESTON HLDGS INC COMLW32$2,1390.00%
321KRAFT HEINZ CO COMKHC69$2,1190.00%
322HARLEY DAVIDSON INC COMHOG70$2,1090.00%
323FORTINET INC COMFTNT22$2,0790.00%
324HIMAX TECHNOLOGIES INC SPONSORED ADRHIMX249$2,0020.00%
325DELL TECHNOLOGIES INC CL CDELL17$1,9590.00%
326ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ102$1,8670.00%
327CME GROUP INC COMCME8$1,8580.00%
328DOCUSIGN INC COMDOCU20$1,7990.00%
329SPDR PORTFOLIO LONG TERM TREASURY ETF78464A66468$1,7810.00%
330WIDEPOINT CORP COMMONWYY364$1,7620.00%
331GILEAD SCIENCES INC COMGILD19$1,7550.00%
332BUNGE GLOBAL SA COM SHSBG22$1,7110.00%
333MCKESSON CORP COMMCK3$1,7100.00%
334SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1094$1,7020.00%
335SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN33$1,6980.00%
336ARCTURUS THERAPEUTICS HLDGS COMARCT100$1,6970.00%
337DATADOG INC CL A COMDDOG11$1,5720.00%
338INTUITIVE SURGICAL INC COM NEWISRG3$1,5660.00%
339PRINCIPAL FINANCIAL GROUP INC COMPFG20$1,5480.00%
340CERUS CORP COMCERS1,000$1,5400.00%
341WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF98$1,5290.00%
342CURIOSITYSTREAM INC COM CL ACURI991$1,5160.00%
343BLACKBERRY LTD COMBB362$1,3680.00%
344NIO INC SPON ADSNIOIF302$1,3170.00%
345NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH50$1,2870.00%
346ARRAY TECHNOLOGIES INC COM SHSARRY200$1,2080.00%
347PRUDENTIAL FINL INC COMPUKPF10$1,1850.00%
348LYFT INC CL A COMLYFT90$1,1610.00%
349DXC TECHNOLOGY CO COMDXC54$1,0790.00%
350LIGHTWAVE LOGIC INC COMLWLG500$1,0500.00%
351ISHARES TIPS BOND ETF4642871769$9590.00%
352ETSY INC COMETSY16$8460.00%
353WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUNDWT30$8300.00%
354SO YOUNG INTERNATIONAL INC SPONSORED ADSSY1,000$8300.00%
355VANGUARD U.S. MOMENTUM FACTOR ETF9219355085$8220.00%
356ISHARES PREFERRED & INCOME SECURITIES ETF46428868724$7550.00%
357REDFIN CORP COM75737F10893$7320.00%
358GERON CORP COMGERN204$7220.00%
359BROOKDALE SR LIVING INC COM112463104142$7140.00%
360MOSAIC CO NEW COMMOS29$7130.00%
361VANGUARD U.S. QUALITY FACTOR ETF9219357065$7040.00%
362FORD MTR CO COM34537086064$6340.00%
363JOBY AVIATION INC WT EXP 081026JOBY-WT300$6060.00%
364ABBOTT LABS COMABLZF5$5660.00%
365SOFI TECHNOLOGIES INC COMSOFI36$5540.00%
366ADVISORSHARES PURE US CANNABIS ETF00768Y453134$5110.00%
367SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R72111$5020.00%
368WALGREENS BOOTS ALLIANCE INC COM93142710850$4670.00%
369AMC ENTMT HLDGS INC CL A NEW00165C302104$4140.00%
370SCHWAB INTERMEDIATE-TERM US TREASURY ETF80852485416$3890.00%
371DISCOVER FINL SVCS COM2547091082$3460.00%
372KYNDRYL HLDGS INC COMMON STOCKKD10$3460.00%
373CHARTER COMMUNICATIONS INC NEW CL A16119P1081$3430.00%
374CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3084$3140.00%
375PELOTON INTERACTIVE INC CL A COMPTON36$3130.00%
376AVITA MEDICAL INC COMAVHHL20$2560.00%
377OCUGEN INC COMOCGN300$2420.00%
378BRIGHTHOUSE FINL INC COM10922N1035$2400.00%
379LUCID GROUP INC COMLCID76$2300.00%
380WK KELLOGG CO COM SHS92942W10712$2160.00%
381ABRDN PHYSICAL GOLD SHARES ETF00326A1048$2000.00%
382WW INTL INC COM98262P101100$1270.00%
383VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468852$1260.00%
384CBAK ENERGY TECHNOLOGY INC COMCBAT120$1130.00%
385CASTOR MARITIME INC SHSCTRM40$1100.00%
386VERICEL CORP COMVCEL2$1100.00%
387CERENCE INC COMCRNC12$940.00%
3883-D SYS CORP DEL COM NEW88554D20527$890.00%
389UNITED STATES STL CORP NEW COMUNTCW2$680.00%
390INVESCO SOLAR ETFIVZ2$660.00%
391BALLARD PWR SYS INC NEW COMBALL30$500.00%
392VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208051$480.00%
393AURORA CANNABIS INC COMACB10$430.00%
394PLURI INC COM NEWPLUR8$340.00%
395ORGANON & CO COMMON STOCKOGN2$300.00%
396GREAT ELM GROUP INC COM NEWGEGGL13$240.00%
397AGENUS INC COM NEWAGEN5$140.00%
398ASPIRA WOMENS HEALTH INC COM NEW04537Y20818$130.00%
399TITAN PHARMACEUTICALS INC DEL COM NEWKMCM2$70.00%
400XYLO TECHNOLOGIES LTD SPONSORED ADS58471G5082$70.00%
401ISHARES TRUST ISHARES USD GREEN BOND ETF46435U4400$40.00%
402APPLIED OPTOELECTRONICS INC COMAAOI0$00.00%
403CLOVER HEALTH INVESTMENTS CORP COM CL ACLOV0$00.00%
404OPENDOOR TECHNOLOGIES INC COMOPENZ0$00.00%
405OCCIDENTAL PETE CORP WT EXP 0803276745991620$00.00%
406BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC0$00.00%
407BIGCOMMERCE HLDGS INC COM SER 1CMRC0$00.00%
408ALKERMES PLC SHSALKS0$00.00%
409ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK0$00.00%
410LINEAGE CELL THERAPEUTICS INC COM53566P1090$00.00%
411BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNITG162581080$00.00%
412SNOWFLAKE INC CL ASNOW0$00.00%
413ISHARES U.S. INFRASTRUCTURE ETF46435U7130$00.00%
414ISHARES S&P 500 VALUE ETF4642874080$00.00%
415ASSERTIO HOLDINGS INC COM NEWASRT0$00.00%
416ISHARES S&P 500 GROWTH ETF4642873090$00.00%
417EXACT SCIENCES CORP COM30063P1050$00.00%
418ISHARES MSCI EAFE VALUE ETF4642888770$00.00%
419COMPUGEN LTD ORDCGEN0$00.00%
420EVOGENE LTD SHS NEWEVGN0$00.00%
421DISNEY WALT CO COM2546871060$00.00%
422VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427750$00.00%
423SPDR S&P BIOTECH ETF78464A8700$00.00%
424ISHARES MBS ETF4642885880$00.00%
425CANNAE HLDGS INC COMCNNE0$00.00%
426PAYPAL HLDGS INC COMPYPL0$00.00%
427VANECK RUSSIA ETF92189F403306$00.00%
428PROLOGIS INC. COMPLDGP0$00.00%
429GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC0$00.00%
430SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A5160$00.00%
431FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF0$00.00%
432NETSOL TECHNOLOGIES INC COM PAR $.001NTWK0$00.00%
433F&G ANNUITIES & LIFE INC COMMON STOCKFGSN0$00.00%
434ISHARES CORE TOTAL USD BOND MARKET ETF46434V6130$00.00%
435ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882810$00.00%
436ISHARES RUSSELL 2000 VALUE ETF4642876300$00.00%
437FLUOR CORP NEW COMFLR0$00.00%
438INSPIRATO INCORPORATED CL A NEW45791E1070$00.00%
439GE VERNOVA INC COMGEV0$00.00%
440JPMORGAN ULTRA-SHORT INCOME ETF46641Q8370$00.00%
441CHORD ENERGY CORPORATION COM NEWCHRD0$00.00%
442DRAFTKINGS INC NEW COM CL ADKNG0$00.00%
443CAPSTONE GREEN ENERGY CORP COM14067D6075$00.00%
444MARVELL TECHNOLOGY INC COMMRVL0$00.00%
445ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7640$00.00%
446FIDELITY NATL INFORMATION SVCS COM31620M1060$00.00%
447MURAL ONCOLOGY PUB LTD CO ORD SHSG633651030$00.00%
448BAUSCH HEALTH COS INC COM0717341070$00.00%
449QORVO INC COMQRVO0$00.00%
450EDAP TMS S A SPONSORED ADREDAP0$00.00%
451WABTEC COM9297401080$00.00%
452MGM RESORTS INTERNATIONAL COMMGM0$00.00%
453ISHARES U.S. TECHNOLOGY ETF4642877210$00.00%