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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

WealthPlan Investment Management, LLC

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001929986-25-000004

Total Value
$1.37B
Positions
405
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (405)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL339,803$69.7M5.08%
2VANGUARD INDEX FDS922908769164,934$50.1M3.65%
3NVIDIA CORPORATIONNVDA178,074$28.1M2.05%
4BERKSHIRE HATHAWAY INC DELBRK-A57,884$28.1M2.05%
5ALPHABET INCGOOG122,705$21.8M1.59%
6ISHARES TR46434V621338,959$21.7M1.58%
7MICROSOFT CORPMSFT42,056$20.9M1.52%
8SCHWAB STRATEGIC TR808524805940,984$20.8M1.51%
9FIRST TR EXCHNG TRADED FD VI33740F755650,529$20.7M1.51%
10ISHARES TR464287408103,919$20.3M1.48%
11SPDR SERIES TRUST78464A649783,001$20.0M1.46%
12CASEYS GEN STORES INC14752810338,907$19.9M1.45%
13SIMPLIFY EXCHANGE TRADED FUN82889N764658,482$19.8M1.44%
14COSTCO WHSL CORP NEW22160K10519,674$19.5M1.42%
15WALMART INCWMT197,386$19.3M1.41%
16AMAZON COM INCAMZN82,352$18.1M1.32%
17FRANKLIN TEMPLETON ETF TRFGDL735,647$17.8M1.30%
18META PLATFORMS INCMETA22,887$16.9M1.23%
19VANECK ETF TRUST92189H748312,471$16.5M1.20%
20ISHARES INC46434G103255,086$15.3M1.12%
21ABBVIE INCABBV77,803$14.4M1.05%
22FIRST TR EXCH TRADED FD III33739P103215,979$14.3M1.04%
23CHEVRON CORP NEWCVX96,934$13.9M1.01%
24SIMPLIFY EXCHANGE TRADED FUN82889N632556,049$13.5M0.98%
25J P MORGAN EXCHANGE TRADED F46654Q724208,087$13.0M0.95%
26ISHARES TR46435G524163,403$12.9M0.94%
27INTERNATIONAL BUSINESS MACHSINTR43,691$12.9M0.94%
28EMERSON ELEC COEMR96,443$12.9M0.94%
29AMERICAN CENTY ETF TR025072604181,578$12.4M0.91%
30MASTERCARD INCORPORATEDMA21,714$12.2M0.89%
31MSC INDL DIRECT INC553530106142,009$12.1M0.88%
32PEPSICO INCPEP87,112$11.5M0.84%
33VALUED ADVISERS TR92046L338444,784$11.4M0.83%
34STARBOARD INVT TRSTHO382,758$11.3M0.82%
35AMGEN INCAMGN40,307$11.3M0.82%
36BROWN & BROWN INCBRO100,908$11.2M0.81%
37INNOVATOR ETFS TRUSTINHD305,957$11.1M0.81%
38GRACO INCGGG129,189$11.1M0.81%
39PACER FDS TR69374H881201,129$11.1M0.81%
40TEXAS INSTRS INC88250810453,328$11.1M0.81%
41ISHARES TR46434V613236,764$10.9M0.80%
42JPMORGAN CHASE & CO.VYLD37,597$10.9M0.79%
43TYSON FOODS INCTSN193,885$10.8M0.79%
44JOHNSON & JOHNSONJNJ70,070$10.7M0.78%
45SPDR SERIES TRUST78464A854145,934$10.6M0.77%
46APPLE INCAAPL51,637$10.6M0.77%
47VANECK ETF TRUST92189F486404,710$10.3M0.75%
48VERIZON COMMUNICATIONS INCVZ236,417$10.2M0.74%
49GENUINE PARTS COGPC80,575$9.8M0.71%
50LINCOLN ELEC HLDGS INC53390010646,444$9.6M0.70%
51LOCKHEED MARTIN CORPLMT20,272$9.4M0.68%
52VANECK ETF TRUST92189F64397,525$9.1M0.67%
53AIR PRODS & CHEMS INCAIIR32,349$9.1M0.66%
54RPM INTL INC74968510382,942$9.1M0.66%
55AIM ETF PRODUCTS TRUST00888H604224,727$9.0M0.66%
56FIRST TR EXCHNG TRADED FD VI33740U653241,119$8.9M0.65%
57NUCOR CORPNUE68,834$8.9M0.65%
58INNOVATOR ETFS TRUSTINHD234,182$8.8M0.64%
59BERKSHIRE HATHAWAY INC DELBRK-A12$8.7M0.64%
60REALTY INCOME CORPO149,122$8.6M0.63%
61PGIM ROCK ETF TR69420N742296,358$8.3M0.61%
62PROSHARES TR74347G60699,325$8.3M0.60%
63CULLEN FROST BANKERS INCCFR-PB63,071$8.1M0.59%
64VALMONT INDS INC92025310124,542$8.0M0.58%
65SPDR SERIES TRUST78464A40976,864$7.3M0.53%
66DOVER CORPDOV39,468$7.2M0.53%
67ISHARES TR46432F33938,502$7.0M0.51%
68SCHWAB STRATEGIC TR808524797263,090$7.0M0.51%
69NIKE INCNKE93,525$6.6M0.48%
70THERMO FISHER SCIENTIFIC INCTMO16,275$6.6M0.48%
71ISHARES TR46428720010,363$6.4M0.47%
72SPDR S&P 500 ETF TRSPY10,025$6.2M0.45%
73PACER FDS TR69374H873181,869$6.2M0.45%
74SCHWAB STRATEGIC TR808524201250,064$6.1M0.45%
75CONSTELLATION BRANDS INCSTZ36,927$6.0M0.44%
76ASTRAZENECA PLCAZN85,912$6.0M0.44%
77SCHWAB STRATEGIC TR808524300203,981$6.0M0.43%
78SPDR SERIES TRUST78468R788137,192$5.8M0.42%
79CHENIERE ENERGY INCLNG23,314$5.7M0.41%
80FIRST TR EXCHANGE-TRADED FD33739Q40893,358$5.6M0.41%
81S&P GLOBAL INCSPGI10,297$5.4M0.40%
82BLACKROCK ETF TRUSTBLK99,595$5.4M0.39%
83BLACKSTONE INCBX35,705$5.3M0.39%
84COLUMBIA ETF TR I19761L870186,644$5.2M0.38%
85PALANTIR TECHNOLOGIES INCPLTR37,744$5.1M0.37%
86EA SERIES TRUST02072L56543,171$4.9M0.35%
87ALPHABET INCGOOG26,652$4.7M0.34%
88BROADCOM INCAVGO16,757$4.6M0.34%
89ISHARES TR46428765520,533$4.4M0.32%
90ADOBE INCADBE11,392$4.4M0.32%
91TESLA INCTSLA13,601$4.3M0.31%
92ALBEMARLE CORPALB-PA68,565$4.3M0.31%
93ISHARES TR46428887767,277$4.3M0.31%
94ISHARES TR46428888538,130$4.3M0.31%
95ROPER TECHNOLOGIES INCROP7,104$4.0M0.29%
96J P MORGAN EXCHANGE TRADED F46641Q39934,573$3.9M0.28%
97INVESCO QQQ TRIVZ6,644$3.7M0.27%
98EXXON MOBIL CORPXOM33,996$3.7M0.27%
99ISHARES TR46435G42526,103$3.5M0.26%
100ISHARES TR46428772118,113$3.1M0.23%
101ISHARES TR46428730927,533$3.0M0.22%
102SMITH A O CORPAOS44,918$2.9M0.21%
103VERALTO CORPVLTO29,156$2.9M0.21%
104ORACLE CORPORCL-PD13,340$2.9M0.21%
105SYNOPSYS INCSNPS5,426$2.8M0.20%
106UNION PAC CORPUNP11,961$2.8M0.20%
107GRAYSCALE BITCOIN TRUST ETFGBTC32,387$2.7M0.20%
108WISDOMTREE TRWT62,202$2.7M0.20%
109ISHARES TR4642871018,884$2.7M0.20%
110ELI LILLY & COLLY3,325$2.6M0.19%
111WISDOMTREE TRWT74,612$2.6M0.19%
112NETFLIX INCNFLX1,846$2.5M0.18%
113AST SPACEMOBILE INCASTS51,658$2.4M0.18%
114J P MORGAN EXCHANGE TRADED F46641Q13433,652$2.4M0.17%
115LULULEMON ATHLETICA INCLULU9,937$2.4M0.17%
116ISHARES TR46428858824,342$2.3M0.17%
117FIRST TR EXCHANGE TRADED FD33738R11824,846$2.2M0.16%
118ISHARES TR46428743225,229$2.2M0.16%
119J P MORGAN EXCHANGE TRADED F46641Q67046,840$2.2M0.16%
120JOHN HANCOCK EXCHANGE TRADED47804J75064,661$2.2M0.16%
121WISDOMTREE TRWT25,801$2.2M0.16%
122ISHARES TR46435G40964,335$2.1M0.15%
123BONDBLOXX ETF TRUST09789C81244,893$2.1M0.15%
124INVESCO EXCHANGE TRADED FD TIVZ38,568$2.0M0.15%
125CATERPILLAR INCCAT5,028$2.0M0.14%
126INNOVATOR ETFS TRUSTINHD43,978$1.9M0.14%
127VANGUARD INDEX FDS9229087696,373$1.9M0.14%
128SPDR SERIES TRUST78464A80525,831$1.9M0.14%
129ALPS ETF TR00162Q38735,623$1.9M0.14%
130ISHARES INC46434G76430,199$1.9M0.14%
131LOWES COS INC5486611078,523$1.9M0.14%
132J P MORGAN EXCHANGE TRADED F46641Q33232,461$1.8M0.13%
133WISDOMTREE TRWT28,537$1.8M0.13%
134ISHARES TR46428835632,174$1.8M0.13%
135UBER TECHNOLOGIES INCUBER18,366$1.7M0.12%
136PHILIP MORRIS INTL INC7181721099,396$1.7M0.12%
137J P MORGAN EXCHANGE TRADED F46654Q74026,099$1.7M0.12%
138KRATOS DEFENSE & SEC SOLUTIO50077B20736,087$1.7M0.12%
139ISHARES TR46432F3966,946$1.7M0.12%
140ISHARES GOLD TRIAU25,814$1.6M0.12%
141PFIZER INCPFE66,093$1.6M0.12%
142INTEL CORPINTC71,477$1.6M0.12%
143ALPS ETF TR00162Q39536,178$1.6M0.11%
144BLACKROCK ETF TRUST IIBLK29,437$1.6M0.11%
145PROSHARES TR74347B68019,021$1.6M0.11%
146ISHARES U S ETF TR46431W50730,310$1.5M0.11%
147PROCTER AND GAMBLE CO7427181099,662$1.5M0.11%
148VISA INCV4,275$1.5M0.11%
149GOLDMAN SACHS GROUP INCGSCE2,127$1.5M0.11%
150WISDOMTREE TRWT37,159$1.5M0.11%
151SPDR GOLD TRGLD4,883$1.5M0.11%
152MCDONALDS CORPMCD5,084$1.5M0.11%
153TENET HEALTHCARE CORPTHC8,426$1.5M0.11%
154WISDOMTREE TRWT31,816$1.5M0.11%
155J P MORGAN EXCHANGE TRADED F46641Q16721,463$1.4M0.10%
156PERSPECTIVE THERAPEUTICS INCCATX401,049$1.4M0.10%
157FIDELITY WISE ORIGIN BITCOINFBTC14,592$1.4M0.10%
158ARES CAPITAL CORPARCC62,276$1.4M0.10%
159INNOVATOR ETFS TRUSTINHD28,636$1.3M0.10%
160J P MORGAN EXCHANGE TRADED F46654Q60915,621$1.3M0.10%
161AMERICAN CENTY ETF TR02507256232,201$1.3M0.10%
162AIM ETF PRODUCTS TRUST00888H30731,739$1.3M0.10%
163DELL TECHNOLOGIES INCDELL10,701$1.3M0.10%
164INNOVATOR ETFS TRUSTINHD29,140$1.3M0.09%
165FIRST TR EXCHANGE-TRADED FD33741X10236,704$1.3M0.09%
166ZAI LAB LTDZLAB36,761$1.3M0.09%
167AIM ETF PRODUCTS TRUST00888H83637,626$1.3M0.09%
168HOME DEPOT INCHD3,133$1.1M0.08%
169WISDOMTREE TRWT25,323$1.1M0.08%
170NOVARTIS AGNVSEF9,314$1.1M0.08%
171VANGUARD INDEX FDS9229083631,981$1.1M0.08%
172MARKEL GROUP INCMKL561$1.1M0.08%
173ACUSHNET HLDGS CORPGOLF15,296$1.1M0.08%
174ISHARES TR4642876306,986$1.1M0.08%
175MERCK & CO INCMRK13,893$1.1M0.08%
176SCHWAB STRATEGIC TR80852480548,513$1.1M0.08%
177ISHARES TR4642874817,696$1.1M0.08%
178VERTIV HOLDINGS COVRT8,308$1.1M0.08%
179VANGUARD SPECIALIZED FUNDS9219088445,126$1.0M0.08%
180ISHARES TR46432F84212,260$1.0M0.07%
181INTUITIVE SURGICAL INCISRG1,873$1.0M0.07%
182AUTOMATIC DATA PROCESSING INADP3,226$994,8270.07%
183LAM RESEARCH CORPLRCX9,825$956,3220.07%
184ISHARES TR46434V80325,119$953,5170.07%
185WELLS FARGO CO NEW94974610111,639$932,5490.07%
186TAIWAN SEMICONDUCTOR MFG LTD8740391003,946$893,7650.07%
187ABBOTT LABSABLZF6,482$881,6060.06%
188AMERICAN CENTY ETF TR0250728858,597$866,7500.06%
189SELECT SECTOR SPDR TR81369Y8033,412$863,9780.06%
190INVESCO EXCHANGE TRADED FD TIVZ16,209$862,1770.06%
191AIM ETF PRODUCTS TRUST00888H50523,098$854,8570.06%
192PGIM ROCK ETF TR69420N78330,678$852,1270.06%
193PGIM ROCK ETF TR69420N50228,516$850,4470.06%
194FS CREDIT OPPORTUNITIES CORPFSCO117,048$849,7660.06%
195ISHARES TR4642882819,117$844,4060.06%
196ISHARES TR4642874084,282$836,7880.06%
197SPDR SERIES TRUST78468R60634,793$828,0730.06%
198ISHARES INC46434G10313,640$818,8090.06%
199HIMS & HERS HEALTH INCHIMS16,404$817,7390.06%
200ISHARES TR4642871505,984$808,0920.06%
201HONEYWELL INTL INC4385161063,448$802,9700.06%
202ISHARES TR46428786112,537$792,9650.06%
203KROGER COKR10,920$783,2950.06%
204SPDR SERIES TRUST78464A64929,904$765,5420.06%
205COCA COLA COKO10,514$743,8540.05%
206BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.05%
207ISHARES TR4642876222,125$721,5860.05%
208WP CAREY INC92936U10911,558$721,0170.05%
209CROWDSTRIKE HLDGS INCCRWD1,413$719,6550.05%
210BOEING COBA-PA3,407$713,8690.05%
211PROSHARES TR74348A4677,064$711,3910.05%
212OSCAR HEALTH INCOSCR33,053$708,6560.05%
213J P MORGAN EXCHANGE TRADED F46641Q11811,876$703,1780.05%
214ISHARES TR46435U2186,480$702,0730.05%
215NORTHROP GRUMMAN CORPNOC1,395$697,6640.05%
216SPDR SERIES TRUST78464A84712,720$691,7180.05%
217LIFE360 INCLIFX10,600$691,6500.05%
218SUNCOR ENERGY INC NEWSU18,384$688,4810.05%
219SCHWAB STRATEGIC TR80852460726,796$677,9390.05%
220ISHARES TR4642886536,477$658,0630.05%
221BONDBLOXX ETF TRUST09789C78812,716$640,1130.05%
222BANK AMERICA CORP06050510413,356$631,9920.05%
223BUCKLE INCBKE13,843$627,7990.05%
224CITIGROUP INCC-PR7,368$627,1640.05%
225SPDR DOW JONES INDL AVERAGE78467X1091,341$591,1110.04%
226WISDOMTREE TRWT11,799$590,6630.04%
227DUKE ENERGY CORP NEWDUKB4,941$583,0380.04%
228INVESCO EXCH TRADED FD TR IIIVZ23,996$560,0670.04%
229SCHWAB STRATEGIC TR80852470618,436$555,6610.04%
230EDWARDS LIFESCIENCES CORPEW7,075$553,3360.04%
231INVESCO EXCHANGE TRADED FD TIVZ12,996$549,3410.04%
232VANGUARD WORLD FD92204A702819$543,4010.04%
233DEERE & CODE1,056$536,8190.04%
234UMB FINL CORP9027881085,097$536,0500.04%
235INNOVATOR ETFS TRUSTINHD15,916$534,2940.04%
236FIRST TR EXCHANGE-TRADED ALP33734K1094,845$532,7200.04%
237SCHWAB STRATEGIC TR80852487019,967$532,7190.04%
238VANGUARD INDEX FDS9229087361,209$530,2080.04%
239DBX ETF TR23305143214,210$524,6330.04%
240PIMCO ETF TR72201R7755,676$523,1890.04%
241SPDR SERIES TRUST78468R78812,302$522,0960.04%
242GE VERNOVA INCGEV982$519,6340.04%
243AMERICAN ELEC PWR CO INC0255371014,924$510,9490.04%
244BRISTOL-MYERS SQUIBB COCELG-RI11,002$509,2830.04%
245WISDOMTREE TRWT10,746$497,9020.04%
246FIRST TR EXCHNG TRADED FD VI33740F77111,113$496,1340.04%
247ISHARES TR46429B6975,090$477,8330.03%
248SCHWAB STRATEGIC TR80852483920,485$476,0710.03%
249CONSTELLATION ENERGY CORPCEG1,470$474,4570.03%
250SCHWAB CHARLES CORPSCHW-PJ5,094$464,7450.03%
251INNOVATOR ETFS TRUSTINHD9,116$462,6370.03%
252INVESCO EXCHANGE TRADED FD TIVZ4,904$459,7990.03%
253DANAHER CORPORATION2358511022,314$457,1350.03%
254ISHARES TR46434V64718,275$451,3930.03%
255ISHARES TR4642872264,473$443,7220.03%
256T-MOBILE US INCTMUSZ1,858$442,7390.03%
257XYLEM INCXYL3,400$439,8240.03%
258ETFS GOLD TR00326A10413,783$434,7160.03%
259INVESCO EXCHANGE TRADED FD TIVZ10,260$433,6900.03%
260SPDR SERIES TRUST78464A67214,976$430,8600.03%
261VANGUARD INDEX FDS9229087442,426$428,8470.03%
262BONDBLOXX ETF TRUST09789C8388,638$426,2850.03%
263BONDBLOXX ETF TRUST09789C8208,873$424,8300.03%
264ALTRIA GROUP INCMO7,226$423,6750.03%
265ISHARES TR4642874575,113$423,6630.03%
266SPDR INDEX SHS FDS78463X5099,745$416,5010.03%
267INNOVATOR ETFS TRUSTINHD10,880$413,5560.03%
268SHOPIFY INCSHOP3,552$409,7230.03%
269STARBUCKS CORPSBUX4,463$408,9760.03%
270VANGUARD INDEX FDS9229086371,428$407,2710.03%
271SCHWAB STRATEGIC TR80852469817,642$401,5320.03%
272SPDR INDEX SHS FDS78463X8899,843$398,5430.03%
273SIREN ETF TR8296583015,491$394,5280.03%
274FORD MTR CO34537086035,779$388,1970.03%
275TRAVELERS COMPANIES INCTRV1,414$378,1990.03%
276INNOVATOR ETFS TRUSTINHD9,950$375,9930.03%
277ISHARES TR4642884143,592$375,2920.03%
278CATERPILLAR INCCAT964$374,1620.03%
279SPOTIFY TECHNOLOGY S ASPOT485$372,1600.03%
280WISDOMTREE TRWT8,176$370,2910.03%
281COMCAST CORP NEWCCZ10,262$366,2540.03%
282BERKSHIRE HATHAWAY INC DELBRK-A748$363,3560.03%
283UNITEDHEALTH GROUP INCUNH1,147$357,9510.03%
284ISHARES TR4642875493,122$350,7250.03%
285CAMBRIA ETF TR1320617069,646$348,4170.03%
286AT&T INCT-PC12,012$347,6130.03%
287WISDOMTREE TRWT4,123$345,2600.03%
288VANGUARD INDEX FDS9229085951,245$344,6740.03%
289GILEAD SCIENCES INCGILD3,106$344,3620.03%
290VANGUARD MUN BD FDS9229077466,996$343,0140.02%
291SELECT SECTOR SPDR TR81369Y7042,280$336,3460.02%
292LISTED FDS TR53656G4986,049$335,5610.02%
293EATON CORP PLCETN917$327,3600.02%
294FEDEX CORPFDX1,439$327,1470.02%
295VANGUARD INTL EQUITY INDEX F9220427754,838$325,2100.02%
296SUPER MICRO COMPUTER INCSMCI6,586$322,7800.02%
297AMERICAN CENTY ETF TR0250721584,543$322,7350.02%
298CINCINNATI FINL CORP1720621012,109$314,1190.02%
299DESTINY TECH100 INCDXYZ8,210$312,7190.02%
300MONDELEZ INTL INC6092071054,609$310,8270.02%
301GRAYSCALE BITCOIN MINI TR ET3899302076,491$309,9450.02%
302INNOVATOR ETFS TRUSTINHD7,358$309,4720.02%
303QUALCOMM INCQCOM1,917$305,3270.02%
304DISNEY WALT CO2546871062,454$304,3240.02%
305SPDR SERIES TRUST78464A5085,713$299,0180.02%
306AMERICAN CENTY ETF TR0250727034,004$296,3360.02%
307SELECT SECTOR SPDR TR81369Y5063,489$295,8680.02%
308GE AEROSPACE3696043011,142$293,9320.02%
309LAMB WESTON HLDGS INCLW5,525$286,4850.02%
310RICHTECH ROBOTICS INCRR144,313$281,4100.02%
311NVR INCNVR38$280,6550.02%
312BLACKROCK INCBLK264$277,0020.02%
313MICROSTRATEGY INCSTRK685$276,8980.02%
314PIMCO ETF TR72201R6356,245$276,2270.02%
315ISHARES TR4642876301,738$274,1870.02%
316WASTE MGMT INC DEL94106L1091,173$268,4060.02%
317VANGUARD BD INDEX FDS9219378353,577$263,3620.02%
318VANGUARD WHITEHALL FDS9219464061,962$261,6050.02%
319ISHARES TR46429B3335,889$258,8220.02%
320ISHARES TR4642873092,342$257,9020.02%
321ADVANCED MICRO DEVICES INCAMD1,776$252,0140.02%
322ISHARES TR4642878871,894$251,9780.02%
323RBB FD INC74933W4945,060$251,9630.02%
324RBB FD INC74933W4784,993$250,6240.02%
325C H ROBINSON WORLDWIDE INCCHRW2,603$249,7470.02%
326ISHARES TR4642875073,971$246,2700.02%
327BOSTON SCIENTIFIC CORPBSX2,263$243,0690.02%
328ISHARES SILVER TRSLV7,335$240,6610.02%
329SYSCO CORPSYY3,163$239,5740.02%
330FIRST TR EXCHNG TRADED FD VI33740U4065,724$239,0420.02%
331SERVICENOW INCNOW232$238,5150.02%
332DELCATH SYS INCDCTH17,443$237,2250.02%
333COMMERCIAL METALS COCMC4,800$234,7680.02%
334FIRST TR EXCHANGE-TRADED FD33739Q4083,888$232,7750.02%
335LATTICE STRATEGIES TR5184161026,809$232,1720.02%
336AMERICAN CENTY ETF TR0250728772,546$231,9100.02%
337BP PLCBPPFF7,717$230,9740.02%
338INVESCO EXCH TRADED FD TR IIIVZ3,176$227,4900.02%
339GENERAL MTRS CO37045V1004,540$223,4150.02%
340ALLSTATE CORPALL-PJ1,098$221,0380.02%
341ISHARES TR46432F3881,949$220,6780.02%
342INNOVATOR ETFS TRUSTINHD5,444$216,4530.02%
343MARATHON PETE CORPMARA1,302$216,3250.02%
344ISHARES TR4642874402,258$216,2490.02%
345PACCAR INCPCAR2,275$216,2190.02%
346COLUMBIA ETF TR I19761L50811,756$214,0770.02%
347EA SERIES TRUST02072L5651,894$213,4160.02%
348INVESCO EXCHANGE TRADED FD TIVZ4,649$212,7980.02%
349DOW INCDOW7,942$210,2990.02%
350ISHARES TR46435G1022,290$206,3290.02%
351INNOVATOR ETFS TRUSTINHD5,136$205,4910.01%
352ISHARES INC46434G8635,132$201,0200.01%
353PROSHARES TR74347G19210,254$200,6710.01%
354INVESCO EXCH TRADED FD TR IIIVZ16,303$181,4570.01%
355NVIDIA CORPORATIONNVDA1,050$165,8900.01%
356PROSHARES TR74347G57210,467$164,0620.01%
357ISHARES TR46434V6476,002$148,2490.01%
358PIMCO INCOME STRATEGY FD72201H10817,714$147,7340.01%
359UNION PAC CORPUNP638$146,7910.01%
360VALLEY NATL BANCORP91979410715,846$141,5050.01%
361INVESCO QQQ TRIVZ237$130,7390.01%
362VANGUARD INDEX FDS922908363224$127,2390.01%
363SPDR DOW JONES INDL AVERAGE78467X109258$113,6880.01%
364STARBOARD INVT TRSTHO13,122$103,2040.01%
365AGNC INVT CORP00123Q10410,583$97,2580.01%
366SPDR SERIES TRUST78464A8051,131$84,7010.01%
367COSTCO WHSL CORP NEW22160K10572$71,2760.01%
368GREEN PLAINS INCGPRE11,666$70,3460.01%
369PALANTIR TECHNOLOGIES INCPLTR440$59,9810.00%
370SANA BIOTECHNOLOGY INCSANA17,574$47,9770.00%
371BONDBLOXX ETF TRUST09789C838926$45,6980.00%
372ISHARES TR46434V621613$39,1990.00%
373META PLATFORMS INCMETA52$38,3810.00%
374STARBOARD INVT TRSTHO1,186$35,0830.00%
375PACER FDS TR69374H881592$32,6190.00%
376ISHARES TR46435G524404$31,8720.00%
377PROCTER AND GAMBLE CO742718109181$28,7840.00%
378CASEYS GEN STORES INC14752810350$25,5140.00%
379TESLA INCTSLA63$20,0130.00%
380AMERICAN CENTY ETF TR025072604289$19,8080.00%
381PROSHARES TR74347G606219$18,2210.00%
382SPDR INDEX SHS FDS78463X889363$14,6980.00%
383SPDR INDEX SHS FDS78463X509331$14,1470.00%
384WALMART INCWMT132$12,9180.00%
385REALTY INCOME CORPO200$11,5220.00%
386BUCKLE INCBKE230$10,4310.00%
387SHOPIFY INCSHOP80$9,2280.00%
388ALTRIA GROUP INCMO150$8,7950.00%
389MARKEL GROUP INCMKL4$7,9890.00%
390BP PLCBPPFF80$2,3940.00%
391GE AEROSPACE3696043017$1,8020.00%
392INTUITIVE SURGICAL INCISRG3$1,6300.00%
393WISDOMTREE TRWT35$1,5270.00%
394SIMPLIFY EXCHANGE TRADED FUN82889N76448$1,4510.00%
395J P MORGAN EXCHANGE TRADED F46654Q72422$1,3810.00%
396ISHARES TR46428888510$1,1490.00%
397VANGUARD INTL EQUITY INDEX F92204277515$1,0080.00%
398INVESCO EXCHANGE TRADED FD TIVZ18$9710.00%
399VANGUARD SPECIALIZED FUNDS9219088444$8230.00%
400WISDOMTREE TRWT22$7420.00%
401ISHARES U S ETF TR46431W50714$7150.00%
402VANGUARD WHITEHALL FDS9219464065$6670.00%
403GE VERNOVA INCGEV1$5290.00%
404SPDR SERIES TRUST78468R60616$3810.00%
405PRESIDIO PPTY TR INC74102L11310,240$3450.00%