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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 COMBINATION REPORT

Beacon Pointe Advisors, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001941040-23-000078

Total Value
$5.16B
Positions
1,060
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363568,230$199.6M4.06%
2APPLE INCAAPL1,531,952$199.0M4.05%
3MICROSOFT CORPMSFT549,454$131.8M2.68%
4VANGUARD INDEX FDS922908744800,026$112.3M2.29%
5ISHARES TR464287200280,127$107.6M2.19%
6VANGUARD INDEX FDS922908629520,301$106.0M2.16%
7SCHWAB STRATEGIC TR8085242012,348,469$106.0M2.16%
8BERKSHIRE HATHAWAY INC DELBRK-A296,278$91.5M1.86%
9ISHARES TR464288414571,747$60.3M1.23%
10ISHARES TR464287226587,215$57.0M1.16%
11VANGUARD INDEX FDS922908769260,462$49.8M1.01%
12VANGUARD BD INDEX FDS921937835688,331$49.4M1.01%
13JOHNSON & JOHNSONJNJ272,911$48.2M0.98%
14JPMORGAN CHASE & COVYLD343,911$46.1M0.94%
15VANGUARD TAX-MANAGED FDS9219438581,091,929$45.8M0.93%
16HOME DEPOT INCHD142,626$45.1M0.92%
17VANGUARD SPECIALIZED FUNDS921908844287,204$43.6M0.89%
18VISA INCV208,359$43.3M0.88%
19VANGUARD INDEX FDS922908736202,682$43.2M0.88%
20ALPHABET INCGOOG480,309$42.4M0.86%
21AMAZON COM INCAMZN501,190$42.1M0.86%
22NVIDIA CORPORATIONNVDA287,892$42.1M0.86%
23VANGUARD WORLD FD921910840397,850$40.9M0.83%
24UNITEDHEALTH GROUP INCUNH75,707$40.1M0.82%
25ISHARES TR464288885473,745$39.7M0.81%
26PEPSICO INCPEP218,778$39.5M0.80%
27ISHARES TR464288158373,886$39.0M0.79%
28SPDR S&P 500 ETF TRSPY101,139$38.7M0.79%
29ISHARES TR464287614174,460$37.4M0.76%
30DIMENSIONAL ETF TRUST25434V7081,347,633$32.7M0.67%
31EXXON MOBIL CORPXOM290,817$32.1M0.65%
32PROCTER AND GAMBLE CO742718109211,119$32.0M0.65%
33SCHWAB STRATEGIC TR808524508477,194$31.3M0.64%
34VANGUARD BD INDEX FDS921937827413,983$31.2M0.63%
35SCHWAB STRATEGIC TR808524300559,574$31.1M0.63%
36ISHARES TR464288877668,397$30.7M0.62%
37MCDONALDS CORPMCD115,878$30.5M0.62%
38VANGUARD WORLD FD921910816177,065$30.5M0.62%
39AMGEN INCAMGN114,088$30.0M0.61%
40ISHARES TR46429B697382,646$27.6M0.56%
41INVESCO QQQ TRIVZ101,149$26.9M0.55%
42ISHARES TR46432F842429,499$26.5M0.54%
43ISHARES TR464287507109,372$26.5M0.54%
44VANGUARD SCOTTSDALE FDS92206C102447,132$25.9M0.53%
45LOCKHEED MARTIN CORPLMT52,949$25.8M0.52%
46WALMART INCWMT178,478$25.3M0.52%
47CHEVRON CORP NEWCVX137,916$24.8M0.50%
48SELECT SECTOR SPDR TR81369Y506281,926$24.7M0.50%
49LOWES COS INC548661107122,526$24.4M0.50%
50PFIZER INCPFE466,468$23.9M0.49%
51ISHARES TR464287622112,423$23.7M0.48%
52BRISTOL-MYERS SQUIBB COCELG-RI327,826$23.6M0.48%
53SCHWAB STRATEGIC TR808524797309,796$23.4M0.48%
54REGENERON PHARMACEUTICALSREGN31,923$23.0M0.47%
55ADVANCED MICRO DEVICES INCAMD351,327$22.8M0.46%
56SCHWAB STRATEGIC TR808524409341,697$22.6M0.46%
57ISHARES INC46434G103467,089$21.8M0.44%
58CISCO SYS INCCSCO453,738$21.6M0.44%
59SCHWAB STRATEGIC TR808524805654,084$21.1M0.43%
60ISHARES TR464287804222,383$21.0M0.43%
61VANGUARD WHITEHALL FDS921946406193,531$20.9M0.43%
62AUTOMATIC DATA PROCESSING INADP86,826$20.7M0.42%
63UNIFIED SER TRUFI739,620$20.6M0.42%
64MERCK & CO INCMRK184,335$20.5M0.42%
65SCHWAB STRATEGIC TR808524607498,787$20.2M0.41%
66HONEYWELL INTL INC43851610693,869$20.1M0.41%
67ISHARES TR464287465304,627$20.0M0.41%
68ABBOTT LABSABLZF175,519$19.3M0.39%
69ISHARES TR464287150225,407$19.1M0.39%
70TEXAS INSTRS INC882508104113,316$18.7M0.38%
71BANK AMERICA CORP060505104563,411$18.7M0.38%
72DIMENSIONAL ETF TRUST25434V724552,513$18.5M0.38%
73THERMO FISHER SCIENTIFIC INCTMO32,663$18.0M0.37%
74VANGUARD SCOTTSDALE FDS92206C730101,043$17.6M0.36%
75SPDR INDEX SHS FDS78463X509517,673$17.1M0.35%
76FLEXSHARES TRFLEX389,693$16.9M0.34%
77MASTERCARD INCORPORATEDMA47,897$16.7M0.34%
78BOEING COBA-PA85,129$16.2M0.33%
79DISNEY WALT CO254687106180,849$15.7M0.32%
80INTERNATIONAL BUSINESS MACHSINTR111,390$15.7M0.32%
81ALPHABET INCGOOG175,824$15.6M0.32%
82SPDR INDEX SHS FDS78463X855291,865$15.3M0.31%
83CATERPILLAR INCCAT62,148$14.9M0.30%
84COSTCO WHSL CORP NEW22160K10532,582$14.9M0.30%
85META PLATFORMS INCMETA123,099$14.8M0.30%
86LILLY ELI & COLLY40,246$14.7M0.30%
87COCA COLA COKO230,926$14.7M0.30%
88CIGNA CORP NEW12552310043,334$14.4M0.29%
89VANGUARD INDEX FDS922908652108,016$14.4M0.29%
90LISTED FD TR53656F599830,586$14.3M0.29%
91ACCENTURE PLC IRELANDACN53,107$14.2M0.29%
92NEXTERA ENERGY INCNEE-PW167,663$14.0M0.29%
93VANGUARD INTL EQUITY INDEX F922042858355,545$13.9M0.28%
94DIMENSIONAL ETF TRUST25434V401332,907$13.9M0.28%
95RAYTHEON TECHNOLOGIES CORPRTX136,977$13.8M0.28%
96VANGUARD SCOTTSDALE FDS92206C680246,458$13.6M0.28%
97INTEL CORPINTC480,544$12.7M0.26%
98ABBVIE INCABBV78,329$12.7M0.26%
99QUALCOMM INCQCOM114,792$12.6M0.26%
100VANGUARD INDEX FDS92290875167,190$12.3M0.25%
101TRACTOR SUPPLY COTSCO54,704$12.3M0.25%
102ISHARES TR464287309199,960$11.7M0.24%
103STRYKER CORPORATIONSYK47,154$11.5M0.23%
104STARBUCKS CORPSBUX114,802$11.4M0.23%
105VANGUARD INDEX FDS922908553135,255$11.2M0.23%
106SABINE RTY TR785688102130,900$11.2M0.23%
107ISHARES TR46434V621222,085$11.1M0.23%
108ISHARES TR46428765563,460$11.1M0.23%
109DIMENSIONAL ETF TRUST25434V500215,529$11.0M0.22%
110BROADCOM INCAVGO19,612$11.0M0.22%
111SOUTHWEST AIRLS CO844741108323,935$10.9M0.22%
112ISHARES TR46434V266362,006$10.9M0.22%
113VANGUARD INDEX FDS92290851277,806$10.5M0.21%
114ISHARES TR46429B747105,480$10.2M0.21%
115ISHARES TR46432F39668,957$10.1M0.20%
116VANGUARD INDEX FDS92290861162,851$10.0M0.20%
117UNION PAC CORPUNP47,729$9.9M0.20%
118CANADIAN NATL RY CO13637510282,791$9.8M0.20%
119NIKE INCNKE82,410$9.6M0.20%
120ISHARES TR46428755672,608$9.5M0.19%
121VANGUARD INDEX FDS92290859547,325$9.5M0.19%
122SPDR GOLD TRGLD55,454$9.4M0.19%
123FIRST TR VALUE LINE DIVID IN33734H106234,156$9.3M0.19%
124ISHARES TR46428759861,544$9.3M0.19%
125VANGUARD MUN BD FDS922907746187,938$9.3M0.19%
126VANGUARD INTL EQUITY INDEX F922042775184,389$9.2M0.19%
127ISHARES TR46428740862,681$9.1M0.19%
128SCHWAB STRATEGIC TR808524839198,841$9.1M0.18%
129SPDR SER TR78468R739189,273$8.9M0.18%
130SPDR SER TR78464A847205,198$8.7M0.18%
131ISHARES TR464287499128,949$8.7M0.18%
132ISHARES TR46428716870,939$8.6M0.17%
133DIMENSIONAL ETF TRUST25434V807279,817$8.5M0.17%
134DEERE & CODE19,175$8.2M0.17%
135ISHARES TR46428745799,610$8.1M0.16%
136VANGUARD INDEX FDS92290853844,402$8.0M0.16%
137VANGUARD SCOTTSDALE FDS92206C714118,159$7.9M0.16%
138UNITED PARCEL SERVICE INCUPS44,709$7.8M0.16%
139PHILIP MORRIS INTL INC71817210975,661$7.7M0.16%
140VERTEX PHARMACEUTICALS INCVRTX26,336$7.6M0.15%
141MCCORMICK & CO INCMKC-V90,288$7.5M0.15%
142ISHARES TR46432F859160,689$7.5M0.15%
143ISHARES GOLD TRIAU212,903$7.4M0.15%
144VERIZON COMMUNICATIONS INCVZ186,709$7.4M0.15%
145ABRDN GOLD ETF TRUST00326A104420,310$7.3M0.15%
146ROPER TECHNOLOGIES INCROP16,990$7.3M0.15%
147ISHARES TR464288224369,460$7.3M0.15%
148GOLDMAN SACHS GROUP INCGSCE21,331$7.3M0.15%
149ILLINOIS TOOL WKS INC45230810933,216$7.3M0.15%
150COLGATE PALMOLIVE COCL90,649$7.1M0.15%
151ISHARES INC46434G889171,693$7.0M0.14%
152INVESCO EXCHANGE TRADED FD TIVZ49,463$7.0M0.14%
153ISHARES TR46429B655137,331$6.9M0.14%
154CANADIAN PAC RY LTD13645T10092,497$6.9M0.14%
155DIMENSIONAL ETF TRUST25434V609156,463$6.9M0.14%
156BOYD GAMING CORPBYD125,008$6.8M0.14%
157WISDOMTREE TRWT187,676$6.7M0.14%
158VANGUARD SCOTTSDALE FDS92206C565100,034$6.7M0.14%
159SPROTT PHYSICAL GOLD TRSII471,639$6.7M0.14%
160SPDR SER TR78464A284135,478$6.6M0.14%
161UNILEVER PLCUNLYF129,057$6.5M0.13%
162BIOXCEL THERAPEUTICS INCBTAI302,150$6.5M0.13%
163VANGUARD STAR FDS921909768124,341$6.4M0.13%
164SPDR SER TR78468R66369,869$6.4M0.13%
165ORACLE CORPORCL-PD78,186$6.4M0.13%
166WELLS FARGO CO NEW949746101154,061$6.4M0.13%
167CONOCOPHILLIPSCOP53,673$6.3M0.13%
168EOG RES INCEOG48,337$6.3M0.13%
169ENTERPRISE PRODS PARTNERS L293792107255,025$6.2M0.13%
170FIRST TR EXCHANGE-TRADED FD33738D101230,329$6.1M0.13%
171TESLA INCTSLA49,631$6.1M0.12%
172ISHARES TR464288356102,886$5.8M0.12%
173CVS HEALTH CORPCVS61,378$5.7M0.12%
174AMERICAN EXPRESS COAXP38,640$5.7M0.12%
175SELECT SECTOR SPDR TR81369Y88679,987$5.6M0.11%
176VANGUARD SCOTTSDALE FDS92206C40974,834$5.6M0.11%
177WASTE MGMT INC DEL94106L10935,868$5.6M0.11%
178DIMENSIONAL ETF TRUST25434V831232,423$5.6M0.11%
1793M COMMM46,468$5.6M0.11%
180SALESFORCE INCCRM41,513$5.5M0.11%
181AMERICAN TOWER CORP NEW03027X10025,855$5.5M0.11%
182DANAHER CORPORATION23585110220,415$5.4M0.11%
183NUSHARES ETF TRNU156,682$5.4M0.11%
184CITIGROUP INCC-PR117,636$5.3M0.11%
185GENERAL ELECTRIC CO36960430162,906$5.3M0.11%
186VALERO ENERGY CORPVLO41,145$5.2M0.11%
187SOUTHERN COSOMN72,470$5.2M0.11%
188MARRIOTT INTL INC NEW57190320234,259$5.1M0.10%
189DUKE ENERGY CORP NEWDUKB49,015$5.0M0.10%
190CHUBB LIMITEDCB22,764$5.0M0.10%
191VANECK ETF TRUST92189H40998,158$5.0M0.10%
192DIMENSIONAL ETF TRUST25434V740219,423$5.0M0.10%
193VANGUARD WORLD FDS92204A70215,515$5.0M0.10%
194LAUDER ESTEE COS INC51843910419,953$5.0M0.10%
195INNOVATOR ETFS TRINHD163,414$4.9M0.10%
196SCHWAB CHARLES CORPSCHW-PJ59,007$4.9M0.10%
197MEDTRONIC PLCMDT62,712$4.9M0.10%
198ADOBE SYSTEMS INCORPORATEDADBE14,304$4.8M0.10%
199INNOVATOR ETFS TRINHD160,498$4.8M0.10%
200WP CAREY INC92936U10960,703$4.7M0.10%
201ISHARES TR46435G433136,879$4.7M0.10%
202SPDR SER TR78464A40993,054$4.7M0.10%
203NORTHROP GRUMMAN CORPNOC8,472$4.6M0.09%
204AT&T INCT-PC249,842$4.6M0.09%
205PALO ALTO NETWORKS INCPANW32,817$4.6M0.09%
206ELEVANCE HEALTH INCELV8,926$4.6M0.09%
207ISHARES TR46434VBD1183,005$4.5M0.09%
208SPDR SER TR78468R861239,876$4.4M0.09%
209LINDE PLCLIN13,561$4.4M0.09%
210FIRST TR EXCHANGE-TRADED FD33739Q70585,736$4.4M0.09%
211INNOVATOR ETFS TRINHD149,338$4.4M0.09%
212MONDELEZ INTL INC60920710565,359$4.4M0.09%
213PERMIAN BASIN RTY TR714236106172,838$4.4M0.09%
214SPDR INDEX SHS FDS78463X889146,328$4.3M0.09%
215ISHARES TR46428777027,479$4.3M0.09%
216SPDR S&P MIDCAP 400 ETF TRMDY9,751$4.3M0.09%
217ISHARES TR46428851358,526$4.3M0.09%
218SIMON PPTY GROUP INC NEW82880610936,144$4.2M0.09%
219ISHARES TR46428764819,732$4.2M0.09%
220ALTRIA GROUP INCMO91,907$4.2M0.09%
221ISHARES TR46428717639,051$4.2M0.08%
222INNOVATOR ETFS TRINHD137,249$4.1M0.08%
223DIMENSIONAL ETF TRUST25434V104152,654$4.1M0.08%
224SCHLUMBERGER LTDSLB77,032$4.1M0.08%
225ISHARES TR46434VBG4168,538$4.1M0.08%
226EQUINIX INCEQIX6,262$4.1M0.08%
227FIRST BANCORP N C31891010695,544$4.1M0.08%
228ISHARES TR46434VAX8162,360$4.1M0.08%
229CUMMINS INCCMI16,761$4.1M0.08%
230NETFLIX INCNFLX13,567$4.0M0.08%
231TJX COS INC NEW87254010950,238$4.0M0.08%
232EMERSON ELEC COEMR41,576$4.0M0.08%
233J P MORGAN EXCHANGE TRADED F46641Q83779,444$4.0M0.08%
234SCHWAB STRATEGIC TR80852410288,212$4.0M0.08%
235VANGUARD MALVERN FDS92202080583,407$3.9M0.08%
236MAGELLAN MIDSTREAM PRTNRS LP55908010677,406$3.9M0.08%
237CROWDSTRIKE HLDGS INCCRWD36,603$3.9M0.08%
238CONSTELLATION BRANDS INCSTZ16,621$3.9M0.08%
239ENERGY TRANSFER L PET-PI323,912$3.8M0.08%
240COMCAST CORP NEWCCZ109,285$3.8M0.08%
241SCHWAB STRATEGIC TR80852487073,394$3.8M0.08%
242DIMENSIONAL ETF TRUST25434V203150,255$3.8M0.08%
243BLACKSTONE INCBX50,635$3.8M0.08%
244ISHARES TR46432F83464,718$3.7M0.08%
245TEXAS PACIFIC LAND CORPORATITPL1,571$3.7M0.08%
246FEDEX CORPFDX21,002$3.6M0.07%
247FREEPORT-MCMORAN INCFCX95,656$3.6M0.07%
248GILEAD SCIENCES INCGILD41,992$3.6M0.07%
249SELECT SECTOR SPDR TR81369Y86097,365$3.6M0.07%
250ECOLAB INCECL24,569$3.6M0.07%
251VANGUARD INDEX FDS92290863720,508$3.6M0.07%
252DIMENSIONAL ETF TRUST25434V781158,883$3.5M0.07%
253KIMBERLY-CLARK CORPKMB25,899$3.5M0.07%
254DUPONT DE NEMOURS INCDD51,122$3.5M0.07%
255MORGAN STANLEYMS-PQ40,952$3.5M0.07%
256VANECK ETF TRUST92189F106121,143$3.5M0.07%
257UBER TECHNOLOGIES INCUBER138,479$3.4M0.07%
258REALTY INCOME CORPO53,850$3.4M0.07%
259SOUTHSTATE CORPORATIONSSB44,614$3.4M0.07%
260INVESCO EXCHANGE TRADED FD TIVZ43,129$3.4M0.07%
261ISHARES TR46435U697131,127$3.4M0.07%
262AMERICAN ELEC PWR CO INC02553710135,410$3.4M0.07%
263ISHARES TR46428768915,229$3.4M0.07%
264ISHARES TR46428724231,858$3.4M0.07%
265US BANCORP DELUSB-PS76,705$3.3M0.07%
266NEWMONT CORPNEMCL70,627$3.3M0.07%
267HERSHEY COHSY14,308$3.3M0.07%
268FASTENAL COFAST67,768$3.2M0.07%
269TRAVELERS COMPANIES INCTRV17,092$3.2M0.07%
270FLEXSHARES TRFLEX43,027$3.2M0.07%
271YUM BRANDS INCYUM24,909$3.2M0.06%
272VANECK ETF TRUST92189F64348,874$3.2M0.06%
273DBX ETF TR23305120098,075$3.2M0.06%
274SSGA ACTIVE ETF TR78467V60877,160$3.2M0.06%
275DOMINION ENERGY INCD50,122$3.1M0.06%
276FIRST TR EXCHNG TRADED FD VI33740F80569,946$3.1M0.06%
277GENERAL MLS INC37033410436,598$3.1M0.06%
278ISHARES TR46428723480,051$3.0M0.06%
279CROWN CASTLE INCCCI22,290$3.0M0.06%
280DIMENSIONAL ETF TRUST25434V765136,612$3.0M0.06%
281EXCHANGE TRADED CONCEPTS TR30150570764,887$3.0M0.06%
282BLACKROCK INCBLK4,240$3.0M0.06%
283WYNN RESORTS LTDWYNN36,422$3.0M0.06%
284HCA HEALTHCARE INCHCA12,517$3.0M0.06%
285NORFOLK SOUTHN CORP65584410812,035$3.0M0.06%
286ANALOG DEVICES INCADI17,970$2.9M0.06%
287VANGUARD INTL EQUITY INDEX F92204267670,721$2.9M0.06%
288READY CAPITAL CORPRC-PE262,366$2.9M0.06%
289S&P GLOBAL INCSPGI8,679$2.9M0.06%
290ENBRIDGE INCENNPF72,969$2.9M0.06%
291ANHEUSER BUSCH INBEV SA/NVBUDFF47,027$2.8M0.06%
292BERKSHIRE HATHAWAY INC DELBRK-A5$2.8M0.06%
293SCHWAB STRATEGIC TR808524706118,084$2.8M0.06%
294EDWARDS LIFESCIENCES CORPEW37,446$2.8M0.06%
295STANLEY BLACK & DECKER INCSWK37,035$2.8M0.06%
296VANGUARD WORLD FD92191072556,489$2.8M0.06%
297ISHARES TR46435U432104,846$2.8M0.06%
298DEXCOM INCDXCM24,285$2.8M0.06%
299SPDR SER TR78464A85460,555$2.7M0.06%
300VANECK ETF TRUST92189F67613,419$2.7M0.06%
301INTUITINTU6,924$2.7M0.05%
302FIRST TR EXCHANGE-TRADED FD33733E10435,578$2.7M0.05%
303FORD MTR CO DEL345370860227,871$2.7M0.05%
304ISHARES TR46434V40764,517$2.6M0.05%
305DIMENSIONAL ETF TRUST25434V757118,182$2.6M0.05%
306ISHARES TR46432F33922,932$2.6M0.05%
307DIMENSIONAL ETF TRUST25434V815105,240$2.6M0.05%
308INNOVATOR ETFS TRINHD92,433$2.6M0.05%
309SBA COMMUNICATIONS CORP NEWSBAC9,241$2.6M0.05%
310SPDR INDEX SHS FDS78463X30126,779$2.6M0.05%
311CHIPOTLE MEXICAN GRILL INCCMG1,812$2.5M0.05%
312MARSH & MCLENNAN COS INC57174810215,160$2.5M0.05%
313BP PLCBPPFF71,619$2.5M0.05%
314XCEL ENERGY INCXELLL35,529$2.5M0.05%
315EATON VANCE TAX-MANAGED BUY-ETN202,511$2.5M0.05%
316EATON CORP PLCETN15,818$2.5M0.05%
317ONEOK INC NEWOKE37,611$2.5M0.05%
318INNOVATOR ETFS TRINHD86,124$2.4M0.05%
319DIMENSIONAL ETF TRUST25434V773113,129$2.4M0.05%
320GENERAL DYNAMICS CORPGD9,726$2.4M0.05%
321ISHARES TR46428864648,244$2.4M0.05%
322DIMENSIONAL ETF TRUST25434V87257,868$2.4M0.05%
323CORTEVA INCCTVA40,832$2.4M0.05%
324FIRST TR EXCHANGE-TRADED FD33739Q20050,108$2.4M0.05%
325VANGUARD WORLD FDS92204A5049,549$2.4M0.05%
326DIMENSIONAL ETF TRUST25434V823111,845$2.4M0.05%
327PAYPAL HLDGS INCPYPL33,207$2.4M0.05%
328WISDOMTREE TRWT57,435$2.4M0.05%
329DOW INCDOW46,671$2.4M0.05%
330INNOVATOR ETFS TRINHD78,415$2.3M0.05%
331AIR PRODS & CHEMS INCAIIR7,562$2.3M0.05%
332SELECT SECTOR SPDR TR81369Y80318,625$2.3M0.05%
333PAYCHEX INCPAYX19,965$2.3M0.05%
334DIMENSIONAL ETF TRUST25434V880105,596$2.3M0.05%
335PIMCO CORPORATE & INCOME OPPPTY189,300$2.3M0.05%
336ISHARES TR46435G31889,061$2.3M0.05%
337GENERAL MTRS CO37045V10066,763$2.2M0.05%
338SELECT SECTOR SPDR TR81369Y20916,461$2.2M0.05%
339PROLOGIS INC.PLDGP19,823$2.2M0.05%
340INNOVATOR ETFS TRINHD73,946$2.2M0.05%
341SERVICENOW INCNOW5,709$2.2M0.05%
342SPDR DOW JONES INDL AVERAGE78467X1096,680$2.2M0.05%
343BROOKFIELD INFRAST PARTNERSG1625210171,141$2.2M0.04%
344INNOVATOR ETFS TRINHD77,461$2.2M0.04%
345AIRBNB INCABNB25,373$2.2M0.04%
346INTUITIVE SURGICAL INCISRG8,146$2.2M0.04%
347MARKEL CORPMKL1,611$2.1M0.04%
348DIAGEO PLCDGEAF11,881$2.1M0.04%
349CHURCH & DWIGHT CO INCCHD25,791$2.1M0.04%
350SELECT SECTOR SPDR TR81369Y60560,603$2.1M0.04%
351LSB INDS INC502160104155,188$2.1M0.04%
352J P MORGAN EXCHANGE TRADED F46641Q33237,510$2.0M0.04%
353VMWARE INC92856340216,614$2.0M0.04%
354NUSHARES ETF TRNU41,714$2.0M0.04%
355DARDEN RESTAURANTS INCDRI14,706$2.0M0.04%
356ISHARES TR4642875235,841$2.0M0.04%
357DIMENSIONAL ETF TRUST25434V30291,841$2.0M0.04%
358VANGUARD WORLD FD92191073330,539$2.0M0.04%
359BECTON DICKINSON & COBDX7,844$2.0M0.04%
360SPDR SER TR78464A76315,864$2.0M0.04%
361VANGUARD WORLD FDS92204A40523,943$2.0M0.04%
362TRUIST FINL CORP89832Q10945,705$2.0M0.04%
363EQUITY RESIDENTIALEQR33,141$2.0M0.04%
364PIONEER NAT RES CO7237871078,538$1.9M0.04%
365LAS VEGAS SANDS CORPLVS39,915$1.9M0.04%
366BLACKSTONE SECD LENDING FDBX85,778$1.9M0.04%
367AGNICO EAGLE MINES LTDAEM36,362$1.9M0.04%
368SELECT SECTOR SPDR TR81369Y40714,549$1.9M0.04%
369SELECT SECTOR SPDR TR81369Y10024,162$1.9M0.04%
370INNOVATOR ETFS TRINHD58,459$1.9M0.04%
371INNOVATOR ETFS TRINHD60,369$1.9M0.04%
372PNC FINL SVCS GROUP INC69347510511,704$1.8M0.04%
373WORLD GOLD TRUST SPDR GLD MINI S ETFGLDW50,634$1.8M0.04%
374BIOMARIN PHARMACEUTICAL INCBMRN17,684$1.8M0.04%
375SPDR SER TR78464A87022,044$1.8M0.04%
376WILLIAMS COS INC96945710055,252$1.8M0.04%
377PPG INDS INC69350610714,177$1.8M0.04%
378SPDR SER TR78468R72139,063$1.8M0.04%
379WISDOMTREE TRWT97,763$1.8M0.04%
380ISHARES U S ETF TR46431W83835,723$1.8M0.04%
381ISHARES TR46435GAA075,838$1.8M0.04%
382FIRST TR EXCHANGE-TRADED FD33738R30890,695$1.8M0.04%
383CSX CORPCSX56,463$1.7M0.04%
384VANGUARD WORLD FD92191087313,199$1.7M0.04%
385V F CORPVFC63,286$1.7M0.04%
386ISHARES TR46435U54937,018$1.7M0.04%
387ISHARES TR46428748120,678$1.7M0.04%
388INVESCO EXCHANGE TRADED FD TIVZ11,099$1.7M0.04%
389THOMSON REUTERS CORP.TMSOF15,035$1.7M0.03%
390LOEWS CORPL29,285$1.7M0.03%
391GLOBAL X FDS37954Y34341,024$1.7M0.03%
392INNOVATOR ETFS TRINHD56,654$1.7M0.03%
393ALLSTATE CORPALL-PJ12,396$1.7M0.03%
394ISHARES TR4642875156,552$1.7M0.03%
395JANUS DETROIT STR TR47103U88635,100$1.7M0.03%
396EATON VANCE TX ADV GLBL DIVETN110,000$1.7M0.03%
397ISHARES TR46428763011,970$1.7M0.03%
398ISHARES TR46435G32629,431$1.6M0.03%
399AMPHENOL CORP NEW03209510121,632$1.6M0.03%
400DIMENSIONAL ETF TRUST25434V79973,616$1.6M0.03%
401ISHARES TR4642888286,131$1.6M0.03%
402INNOVATOR ETFS TRINHD52,010$1.6M0.03%
403L3HARRIS TECHNOLOGIES INCLHX7,832$1.6M0.03%
404SYSCO CORPSYY21,136$1.6M0.03%
405FIRST FINL BANKSHARES INC32020R10946,950$1.6M0.03%
406TRANE TECHNOLOGIES PLCTT9,504$1.6M0.03%
407NUSHARES ETF TRNU53,343$1.6M0.03%
408ISHARES TR46429B68924,950$1.6M0.03%
409AMERICAN WTR WKS CO INC NEW03042010310,407$1.6M0.03%
410INVESCO EXCHANGE TRADED FD TIVZ30,539$1.6M0.03%
411NOVO-NORDISK A SNONOF11,596$1.6M0.03%
412MICROCHIP TECHNOLOGY INC.MCHPP22,299$1.6M0.03%
413BLACKSTONE MTG TR INCBX73,936$1.6M0.03%
414ALPS ETF TR00162Q45240,907$1.6M0.03%
415ISHARES TR46428858816,779$1.6M0.03%
416CHENIERE ENERGY INCLNG10,347$1.6M0.03%
417PIMCO ETF TR72201R83315,711$1.5M0.03%
418FS KKR CAP CORPFSK88,527$1.5M0.03%
419EXPEDITORS INTL WASH INC30213010914,797$1.5M0.03%
420BLACKROCK ETF TRUST IIBLK72,225$1.5M0.03%
421SHERWIN WILLIAMS COSHW6,410$1.5M0.03%
422VANGUARD SCOTTSDALE FDS92206C87019,583$1.5M0.03%
423SONY GROUP CORPORATIONSNEJF19,760$1.5M0.03%
424INNOVATOR ETFS TRINHD53,420$1.5M0.03%
425ISHARES TR46435G51622,812$1.5M0.03%
426WATSCO INCWSO-B5,995$1.5M0.03%
427SMITH A O CORPAOS26,070$1.5M0.03%
428ZOETIS INCZTS10,066$1.5M0.03%
429FIDELITY NATIONAL FINANCIALFNF38,906$1.5M0.03%
430VANGUARD INTL EQUITY INDEX F92204274216,848$1.5M0.03%
431WELLTOWER INCWELL22,000$1.4M0.03%
432FIRSTENERGY CORPFE34,377$1.4M0.03%
433STELLAR BANCORP INCSTEL48,902$1.4M0.03%
434NATIONAL RETAIL PROPERTIES INNN31,372$1.4M0.03%
435FERRARI N VRACE6,701$1.4M0.03%
436DOLLAR GEN CORP NEW2566771055,805$1.4M0.03%
437VANGUARD ADMIRAL FDS INC9219325056,670$1.4M0.03%
438INVESCO EXCH TRADED FD TR IIIVZ24,650$1.4M0.03%
439VANGUARD WHITEHALL FDS92194679423,478$1.4M0.03%
440AMERICAN INTL GROUP INC02687478421,905$1.4M0.03%
441INVESCO EXCHANGE TRADED FD TIVZ65,701$1.4M0.03%
442SPDR INDEX SHS FDS78470E10619,907$1.4M0.03%
443NOVARTIS AGNVSEF14,876$1.3M0.03%
444PROSHARES TR74347B42584,075$1.3M0.03%
445WALGREENS BOOTS ALLIANCE INC93142710836,030$1.3M0.03%
446KINDER MORGAN INC DELEP-PC74,380$1.3M0.03%
447BARCLAYS BANK PLCVXZ39,231$1.3M0.03%
448SAN JUAN BASIN RTY TR798241105114,621$1.3M0.03%
449CORNING INCGLW40,909$1.3M0.03%
450SAREPTA THERAPEUTICS INCSRPT10,033$1.3M0.03%
451ENTERGY CORP NEWENO11,529$1.3M0.03%
452PROGRESSIVE CORP7433151039,901$1.3M0.03%
453MICRON TECHNOLOGY INCMU25,454$1.3M0.03%
454SNAP ON INCSNA5,564$1.3M0.03%
455WISDOMTREE TRWT25,259$1.3M0.03%
456METLIFE INCMET-PF17,445$1.3M0.03%
457EVERSOURCE ENERGYES15,023$1.3M0.03%
458AUTODESK INCADSK6,725$1.3M0.03%
459ISHARES TR46428885113,354$1.2M0.03%
460BARRICK GOLD CORP06790110871,596$1.2M0.03%
461VANGUARD WORLD FDS92204A30610,130$1.2M0.03%
462GLOBAL X FDS37954Y45964,976$1.2M0.02%
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467DIGITAL RLTY TR INC25386810312,060$1.2M0.02%
468ISHARES TR4642888366,468$1.2M0.02%
469ISHARES INC46428652512,649$1.2M0.02%
470INGREDION INCINGR12,236$1.2M0.02%
471MARATHON PETE CORPMARA10,194$1.2M0.02%
472APPLIED MATLS INC03822210512,179$1.2M0.02%
473INVESCO EXCH TRADED FD TR IIIVZ18,479$1.2M0.02%
474CF INDS HLDGS INC12526910013,833$1.2M0.02%
475ROYAL BK CDA SUSTAINABL78008710212,401$1.2M0.02%
476FIRST TR EXCHANGE-TRADED FD33733E3029,382$1.2M0.02%
477YUM CHINA HLDGS INCYUMC20,816$1.1M0.02%
478FIRST TR EXCH TRADED FD III33739E10867,345$1.1M0.02%
479HUMANA INCHUM2,205$1.1M0.02%
480SHELL PLCRYDAF19,777$1.1M0.02%
481ALPS ETF TR00162Q59335,786$1.1M0.02%
482JOHNSON CTLS INTL PLCG5150210516,937$1.1M0.02%
483EQUIFAX INCEFX5,565$1.1M0.02%
484PHILLIPS 66PSX10,355$1.1M0.02%
485BANCFIRST CORPBANFP12,141$1.1M0.02%
486WILLIAMS SONOMA INCWSM9,306$1.1M0.02%
487SPDR SER TR78464A80522,601$1.1M0.02%
488SCHWAB STRATEGIC TR80852486222,098$1.1M0.02%
489SPDR INDEX SHS FDS78463X74925,986$1.1M0.02%
490PUBLIC STORAGEPSA-PS3,785$1.1M0.02%
491CLOROX CO DELCLX7,470$1.0M0.02%
492MCKESSON CORPMCK2,768$1.0M0.02%
493ISHARES TR46428844838,000$1.0M0.02%
494CARRIER GLOBAL CORPORATIONCARR24,982$1.0M0.02%
495ISHARES TR46428828112,155$1.0M0.02%
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497FIFTH THIRD BANCORPFITBM31,013$1.0M0.02%
498ISHARES SILVER TRSLV45,996$1.0M0.02%
499PRICE T ROWE GROUP INCTROW9,281$1.0M0.02%
500ALLIANCEBERNSTEIN NATL MUN I01864U10696,364$1.0M0.02%