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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

Dakota Wealth Management

Quarter ended Q2 2024 · Filed July 22, 2024 · Accession 0001951757-24-000560

Total Value
$4.26B
Positions
718
Other Managers
16
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1KLA CORPKLAC896,980$739.6M17.63%
2ISHARES TR464287200269,667$147.6M3.52%
3APPLE INCAAPL663,929$139.8M3.33%
4MICROSOFT CORPMSFT269,509$120.5M2.87%
5SPDR SER TR78468R6631,105,864$101.5M2.42%
6AMAZON COM INCAMZN398,155$76.9M1.83%
7NVIDIA CORPORATIONNVDA495,819$61.3M1.46%
8INVESCO EXCHANGE TRADED FD TIVZ343,862$56.5M1.35%
9ELI LILLY & COLLY58,815$53.3M1.27%
10ALPHABET INCGOOG274,103$49.9M1.19%
11COSTCO WHSL CORP NEW22160K10557,644$49.0M1.17%
12META PLATFORMS INCMETA95,713$48.3M1.15%
13BROADCOM INCAVGO28,786$46.2M1.10%
14VANGUARD INDEX FDS922908744247,015$39.6M0.94%
15VISA INCV148,251$38.9M0.93%
16JPMORGAN CHASE & CO.VYLD182,521$36.9M0.88%
17ISHARES TR4642886871,169,490$36.9M0.88%
18ISHARES TR464287655177,504$36.0M0.86%
19ISHARES TR464287499440,007$35.7M0.85%
20ALPHABET INCGOOG184,172$33.8M0.81%
21ISHARES TR464287226336,232$32.6M0.78%
22VANGUARD STAR FDS921909768529,295$31.9M0.76%
23SELECT SECTOR SPDR TR81369Y803139,883$31.6M0.75%
24BERKSHIRE HATHAWAY INC DELBRK-A75,305$30.6M0.73%
25ISHARES TR464287176284,997$30.4M0.73%
26VANGUARD INDEX FDS92290873679,727$29.8M0.71%
27SELECT SECTOR SPDR TR81369Y605714,576$29.4M0.70%
28SPDR S&P 500 ETF TRSPY51,965$28.3M0.67%
29EXXON MOBIL CORPXOM222,342$25.6M0.61%
30NETFLIX INCNFLX37,505$25.3M0.60%
31SPDR SER TR78468R853589,187$24.5M0.58%
32INVESCO QQQ TRIVZ50,475$24.2M0.58%
33PROGRESSIVE CORP743315103111,175$23.1M0.55%
34SCHWAB STRATEGIC TR808524797291,758$22.7M0.54%
35CENCORA INCCOR91,850$20.7M0.49%
36ISHARES TR46428710178,079$20.6M0.49%
37SPDR SER TR78464A508403,751$19.7M0.47%
38CINTAS CORPCTAS27,865$19.5M0.47%
39CHEVRON CORP NEWCVX124,715$19.5M0.46%
40PHILLIPS 66PSX138,028$19.5M0.46%
41SPDR SER TR78464A359267,768$19.3M0.46%
42GALLAGHER ARTHUR J & CO36357610973,901$19.2M0.46%
43WASTE MGMT INC DEL94106L10985,687$18.3M0.44%
44JOHNSON & JOHNSONJNJ124,782$18.2M0.43%
45ISHARES TR464287457223,018$18.2M0.43%
46ORACLE CORPORCL-PD117,827$16.6M0.40%
47ISHARES TR464288646322,809$16.5M0.39%
48SSGA ACTIVE ETF TR78467V608390,511$16.3M0.39%
49FERRARI N VRACE39,138$16.0M0.38%
50SPDR SER TR78464A409192,546$15.4M0.37%
51ISHARES TR464287804140,482$15.0M0.36%
52CROWDSTRIKE HLDGS INCCRWD39,091$15.0M0.36%
53PEPSICO INCPEP89,143$14.7M0.35%
54ISHARES TR46428761439,612$14.4M0.34%
55ZOETIS INCZTS82,685$14.3M0.34%
56SOUTHERN COSOMN184,630$14.3M0.34%
57AMGEN INCAMGN45,589$14.2M0.34%
58SELECT SECTOR SPDR TR81369Y506156,184$14.2M0.34%
59VERTEX PHARMACEUTICALS INCVRTX30,351$14.2M0.34%
60HOME DEPOT INCHD41,307$14.2M0.34%
61PROCTER AND GAMBLE CO74271810985,607$14.1M0.34%
62SELECT SECTOR SPDR TR81369Y20996,609$14.1M0.34%
63VANGUARD WORLD FD92204A50452,760$14.0M0.33%
64UNITEDHEALTH GROUP INCUNH27,514$14.0M0.33%
65OREILLY AUTOMOTIVE INC67103H10713,244$14.0M0.33%
66ISHARES GOLD TRIAU315,917$13.9M0.33%
67SELECT SECTOR SPDR TR81369Y100154,155$13.6M0.32%
68AMERICAN CENTY ETF TR025072398315,636$13.6M0.32%
69INVESCO QQQ TRIVZ28,000$13.4M0.32%
70VANGUARD INDEX FDS92290876949,439$13.2M0.32%
71ISHARES TR464288638257,519$13.2M0.31%
72VANGUARD INDEX FDS92290853856,184$12.9M0.31%
73CATERPILLAR INCCAT38,685$12.9M0.31%
74DEERE & CODE34,134$12.8M0.30%
75GENERAL DYNAMICS CORPGD43,242$12.5M0.30%
76INTERNATIONAL BUSINESS MACHSINTR71,928$12.4M0.30%
77E L F BEAUTY INCELF58,764$12.4M0.30%
78DISNEY WALT CO254687106124,077$12.3M0.29%
79VANGUARD SPECIALIZED FUNDS92190884466,033$12.1M0.29%
80SELECT SECTOR SPDR TR81369Y852139,085$11.9M0.28%
81ARM HOLDINGS PLC04206820572,233$11.8M0.28%
82J P MORGAN EXCHANGE TRADED F46641Q837230,486$11.6M0.28%
83ACCENTURE PLC IRELANDACN36,998$11.2M0.27%
84VANGUARD INTL EQUITY INDEX F922042775188,677$11.1M0.26%
85AMERICAN CENTY ETF TR025072307127,543$11.0M0.26%
86ABBOTT LABSABLZF105,370$10.9M0.26%
87TJX COS INC NEW87254010998,816$10.9M0.26%
88ISHARES TR464288158102,067$10.7M0.25%
89CISCO SYS INCCSCO222,853$10.6M0.25%
90NEXTERA ENERGY INCNEE-PW148,526$10.5M0.25%
91VANGUARD INDEX FDS92290865257,087$9.6M0.23%
92SCHWAB STRATEGIC TR808524862200,013$9.6M0.23%
93MCDONALDS CORPMCD36,959$9.4M0.22%
94MERCK & CO INCMRK75,289$9.3M0.22%
95BANK NEW YORK MELLON CORP064058100154,659$9.3M0.22%
96PFIZER INCPFE324,113$9.1M0.22%
97COMCAST CORP NEWCCZ229,953$9.0M0.21%
98AMERICAN CENTY ETF TR02507287798,385$8.8M0.21%
99ISHARES TR46428841482,108$8.7M0.21%
100SELECT SECTOR SPDR TR81369Y70471,142$8.7M0.21%
101QUALCOMM INCQCOM42,811$8.5M0.20%
102SERVICENOW INCNOW10,838$8.5M0.20%
103SELECT SECTOR SPDR TR81369Y860218,192$8.4M0.20%
104STRYKER CORPORATIONSYK23,913$8.1M0.19%
105QUANTA SVCS INC74762E10231,542$8.0M0.19%
106VANGUARD INDEX FDS92290836315,347$7.7M0.18%
107VERIZON COMMUNICATIONS INCVZ184,606$7.6M0.18%
108BANK AMERICA CORP060505104189,667$7.5M0.18%
109NUVEEN AMT FREE QLTY MUN INCNU656,193$7.5M0.18%
110CONOCOPHILLIPSCOP64,724$7.4M0.18%
111VANGUARD INDEX FDS92290862930,195$7.3M0.17%
112GOLDMAN SACHS GROUP INCGSCE15,898$7.2M0.17%
113SELECT SECTOR SPDR TR81369Y886105,078$7.2M0.17%
114ISHARES TR464288810127,555$7.1M0.17%
115VANGUARD INDEX FDS92290851246,142$6.9M0.17%
116ABBVIE INCABBV39,997$6.9M0.16%
117HONEYWELL INTL INC43851610632,027$6.8M0.16%
118CAPITAL ONE FINL CORP14040H10549,116$6.8M0.16%
119WILLIS TOWERS WATSON PLC LTDWTW25,698$6.7M0.16%
120SPDR S&P MIDCAP 400 ETF TRMDY12,204$6.5M0.16%
121COCA COLA COKO99,871$6.4M0.15%
122VERTIV HOLDINGS COVRT72,524$6.3M0.15%
123CUMMINS INCCMI22,550$6.2M0.15%
124MICROSTRATEGY INCSTRK4,515$6.2M0.15%
125NUVEEN QUALITY MUNCP INCOMENU528,585$6.2M0.15%
126ISHARES TR46429B69773,486$6.2M0.15%
127ADOBE INCADBE11,056$6.1M0.15%
128BECTON DICKINSON & COBDX26,157$6.1M0.15%
129ISHARES TR46428858866,555$6.1M0.15%
130SPDR SER TR78468R788151,067$6.1M0.14%
131L3HARRIS TECHNOLOGIES INCLHX26,923$6.0M0.14%
132SPDR SER TR78464A30076,968$6.0M0.14%
133T-MOBILE US INCTMUSZ34,160$6.0M0.14%
134INTUITIVE SURGICAL INCISRG13,474$6.0M0.14%
135HERSHEY COHSY32,311$5.9M0.14%
136VANECK ETF TRUST92189F387261,450$5.8M0.14%
137EQUINIX INCEQIX7,620$5.8M0.14%
138EATON CORP PLCETN18,331$5.7M0.14%
139KINDER MORGAN INC DELEP-PC284,527$5.7M0.13%
140SCHWAB STRATEGIC TR80852430055,124$5.6M0.13%
141SPDR SER TR78464A20164,735$5.6M0.13%
142MASTERCARD INCORPORATEDMA12,563$5.5M0.13%
143SELECT SECTOR SPDR TR81369Y40730,358$5.5M0.13%
144DELL TECHNOLOGIES INCDELL40,144$5.5M0.13%
145VANGUARD SCOTTSDALE FDS92206C81372,929$5.5M0.13%
146CANADIAN NAT RES LTD136385101154,589$5.5M0.13%
147ARK 21SHARES BITCOIN ETFARKB90,979$5.5M0.13%
148TARGET CORPTGT36,393$5.4M0.13%
149PALO ALTO NETWORKS INCPANW15,761$5.3M0.13%
150AMERICAN ELEC PWR CO INC02553710160,752$5.3M0.13%
151ISHARES TR46428750791,049$5.3M0.13%
152INTEL CORPINTC171,254$5.3M0.13%
153WALMART INCWMT77,872$5.3M0.13%
154NOVO-NORDISK A SNONOF36,863$5.3M0.13%
155ISHARES TR46428715044,200$5.3M0.13%
156EATON VANCE MUN BD FDETN493,713$5.2M0.12%
157SPDR GOLD TRGLD23,219$5.0M0.12%
158SPDR INDEX SHS FDS78463X889141,362$5.0M0.12%
159INVESCO EXCHANGE TRADED FD TIVZ85,374$5.0M0.12%
160ROPER TECHNOLOGIES INCROP8,784$5.0M0.12%
161ISHARES TR46428986786,666$4.9M0.12%
162NUVEEN NEW YORK AMT QLT MUNINU440,114$4.9M0.12%
163FREEPORT-MCMORAN INCFCX97,019$4.7M0.11%
164ARCHER DANIELS MIDLAND COADM77,780$4.7M0.11%
165PENTAIR PLCPNR60,437$4.6M0.11%
166WISDOMTREE TRWT54,389$4.6M0.11%
167SIMPLIFY EXCHANGE TRADED FUN82889N657214,268$4.6M0.11%
168SELECT SECTOR SPDR TR81369Y30858,259$4.5M0.11%
169VANGUARD WORLD FD92204A87629,920$4.4M0.11%
170GARTNER INCIT9,812$4.4M0.11%
171CHUBB LIMITEDCB16,941$4.3M0.10%
172STARBUCKS CORPSBUX55,493$4.3M0.10%
173MEDPACE HLDGS INCMEDP10,408$4.3M0.10%
174SUPER MICRO COMPUTER INCSMCI5,211$4.3M0.10%
175NORTHROP GRUMMAN CORPNOC9,752$4.3M0.10%
176APPLIED MATLS INC03822210517,968$4.2M0.10%
177ARISTA NETWORKS INCANET12,033$4.2M0.10%
178MARATHON PETE CORPMARA24,207$4.2M0.10%
179AMERICAN EXPRESS COAXP18,120$4.2M0.10%
180REPUBLIC SVCS INC76075910021,003$4.1M0.10%
181AMERICAN TOWER CORP NEW03027X10020,958$4.1M0.10%
182APPLOVIN CORPAPP48,856$4.1M0.10%
183SCHWAB STRATEGIC TR80852420162,934$4.1M0.10%
184DIAGEO PLCDGEAF31,994$4.0M0.10%
185SCHWAB STRATEGIC TR80852440954,164$4.0M0.10%
186BLACKROCK MUNICIPAL INCOMEBLK325,701$4.0M0.10%
187THERMO FISHER SCIENTIFIC INCTMO7,262$4.0M0.10%
188GLOBAL PMTS INC37940X10240,808$3.9M0.09%
189DARDEN RESTAURANTS INCDRI25,979$3.9M0.09%
190BLACKSTONE INCBX31,741$3.9M0.09%
191UBER TECHNOLOGIES INCUBER53,554$3.9M0.09%
192CAVA GROUP INCCAVA41,952$3.9M0.09%
193TESLA INCTSLA19,599$3.9M0.09%
194BOSTON SCIENTIFIC CORPBSX50,340$3.9M0.09%
195MCCORMICK & CO INCMKC-V54,283$3.9M0.09%
196ISHARES TR46428770533,873$3.8M0.09%
197VANGUARD INDEX FDS92290855345,580$3.8M0.09%
198LINDE PLCLIN8,573$3.8M0.09%
199CVS HEALTH CORPCVS63,535$3.8M0.09%
200GENERAL MTRS CO37045V10078,799$3.7M0.09%
201LOCKHEED MARTIN CORPLMT7,822$3.7M0.09%
202EMERSON ELEC COEMR32,956$3.6M0.09%
203MEDTRONIC PLCMDT45,391$3.6M0.09%
204REALTY INCOME CORPO67,047$3.5M0.08%
205SCHWAB STRATEGIC TR80852480591,923$3.5M0.08%
206UNION PAC CORPUNP15,601$3.5M0.08%
207APPLE HOSPITALITY REIT INCAPLE240,774$3.5M0.08%
208AFLAC INCAFL37,632$3.4M0.08%
209NIKE INCNKE43,698$3.3M0.08%
210CBOE GLOBAL MKTS INC12503M10819,295$3.3M0.08%
211MONDELEZ INTL INC60920710549,612$3.3M0.08%
212EQUITY RESIDENTIALEQR46,780$3.2M0.08%
213UNILEVER PLCUNLYF58,654$3.2M0.08%
214SCHWAB CHARLES CORPSCHW-PJ43,662$3.2M0.08%
215RTX CORPORATIONRTX31,980$3.2M0.08%
216ISHARES TR46428762210,750$3.2M0.08%
217ISHARES TR46432F33918,722$3.2M0.08%
218TRUIST FINL CORP89832Q10982,026$3.2M0.08%
219GILEAD SCIENCES INCGILD45,028$3.1M0.07%
220VANGUARD INDEX FDS92290875113,979$3.0M0.07%
221KEURIG DR PEPPER INCKDP91,141$3.0M0.07%
222NUVEEN CA QUALTY MUN INCOMENU258,657$3.0M0.07%
223INGERSOLL RAND INCIR32,751$3.0M0.07%
224VANGUARD WORLD FD92204A88421,231$2.9M0.07%
225KIMBERLY-CLARK CORPKMB21,168$2.9M0.07%
226SPDR INDEX SHS FDS78463X84899,889$2.8M0.07%
227ISHARES TR46428734165,951$2.7M0.07%
228VANGUARD WORLD FD92204A7024,583$2.6M0.06%
229DOMINION ENERGY INCD53,830$2.6M0.06%
230JANUS DETROIT STR TR47103U88654,198$2.6M0.06%
231GRAINGER W W INC3848021042,884$2.6M0.06%
232NUVEEN MUNICIPAL CREDIT INCNU205,801$2.5M0.06%
233PRINCIPAL FINANCIAL GROUP INPFG32,271$2.5M0.06%
234UNITED RENTALS INCURI3,908$2.5M0.06%
235INTUITINTU3,844$2.5M0.06%
236SALESFORCE INCCRM9,823$2.5M0.06%
2373M COMMM24,539$2.5M0.06%
238LOWES COS INC54866110711,230$2.5M0.06%
239PALANTIR TECHNOLOGIES INCPLTR96,061$2.4M0.06%
240AMPHENOL CORP NEW03209510135,973$2.4M0.06%
241ISHARES TR46428755617,363$2.4M0.06%
242BRISTOL-MYERS SQUIBB COCELG-RI56,165$2.3M0.06%
243DIGITAL RLTY TR INC25386810315,157$2.3M0.05%
244FIRST TR EXCHANGE TRADED FD33734X19223,615$2.3M0.05%
245PAYCHEX INCPAYX18,454$2.2M0.05%
246EASTMAN CHEM COEMN22,280$2.2M0.05%
247POSTAL REALTY TRUST INCPSTL163,389$2.2M0.05%
248DUKE ENERGY CORP NEWDUKB21,637$2.2M0.05%
249PHILIP MORRIS INTL INC71817210921,133$2.1M0.05%
250SCHWAB STRATEGIC TR80852450827,340$2.1M0.05%
251TEXAS INSTRS INC88250810410,869$2.1M0.05%
252MDU RES GROUP INC55269010982,837$2.1M0.05%
253ISHARES TR4642876896,688$2.1M0.05%
254PRUDENTIAL FINL INCPUKPF17,473$2.0M0.05%
255DANAHER CORPORATION2358511028,079$2.0M0.05%
256ALLSTATE CORPALL-PJ12,518$2.0M0.05%
257SCHLUMBERGER LTDSLB42,118$2.0M0.05%
258SCHWAB STRATEGIC TR80852460741,676$2.0M0.05%
259ISHARES BITCOIN TRIBIT57,826$2.0M0.05%
260US BANCORP DELUSB-PS49,475$2.0M0.05%
261ANALOG DEVICES INCADI8,627$2.0M0.05%
262STAR BULK CARRIERS CORP.SBLK80,154$2.0M0.05%
263FISERV INCFISV13,079$1.9M0.05%
264SPDR SER TR78468R73941,159$1.9M0.05%
265MSCI INCMSCI4,021$1.9M0.05%
266BLACKROCK MUNIVEST FD INCBLK262,746$1.9M0.04%
267SPDR SER TR78464A85429,343$1.9M0.04%
268GXO LOGISTICS INCORPORATEDGXO37,131$1.9M0.04%
269ARROW ELECTRS INC04273510015,273$1.8M0.04%
270BLACKROCK UTILS INFRASTRUCTUBLK83,184$1.8M0.04%
271MR COOPER GROUP INC62482R10722,320$1.8M0.04%
272BOEING COBA-PA9,961$1.8M0.04%
273CARRIER GLOBAL CORPORATIONCARR28,668$1.8M0.04%
274MARRIOTT INTL INC NEW5719032027,478$1.8M0.04%
275J P MORGAN EXCHANGE TRADED F46641Q33231,657$1.8M0.04%
276PROLOGIS INC.PLDGP15,962$1.8M0.04%
277BLACKROCK MUN INCOME TRBLK174,468$1.8M0.04%
278KNIFE RIVER CORPKNF25,352$1.8M0.04%
279INNOVATOR ETFS TRUSTINHD49,815$1.8M0.04%
280CLEVELAND-CLIFFS INC NEWCLF115,124$1.8M0.04%
281VENTAS INCVTR33,717$1.7M0.04%
282SYSCO CORPSYY23,820$1.7M0.04%
283TRAVELERS COMPANIES INCTRV8,336$1.7M0.04%
284TE CONNECTIVITY LTDTEL11,121$1.7M0.04%
285VANGUARD WHITEHALL FDS92194640614,029$1.7M0.04%
286ADVANCED MICRO DEVICES INCAMD10,113$1.6M0.04%
287MERCADOLIBRE INCMELI991$1.6M0.04%
288CLOROX CO DELCLX11,910$1.6M0.04%
289ISHARES INC46428653328,112$1.6M0.04%
290THE TRADE DESK INC88339J10516,462$1.6M0.04%
291BROADCOM INCAVGO1,000$1.6M0.04%
292ISHARES TR4642876486,051$1.6M0.04%
293KLAVIYO INCKVYO63,256$1.6M0.04%
294CAMECO CORPCCJ31,965$1.6M0.04%
295GLACIER BANCORP INC NEWGBCI41,769$1.6M0.04%
296ISHARES TR46428729118,658$1.5M0.04%
297BLACKROCK MUNIHOLDINGS FD INBLK126,000$1.5M0.04%
298NORFOLK SOUTHN CORP6558441087,056$1.5M0.04%
299SEMPRASREA19,852$1.5M0.04%
300BLACKROCK MUNIHLDNGS CALI QLBLK134,276$1.5M0.04%
301BERRY GLOBAL GROUP INC08579W10325,170$1.5M0.04%
302ULTA BEAUTY INCULTA3,825$1.5M0.04%
303REGENERON PHARMACEUTICALSREGN1,394$1.5M0.03%
304KKR & CO INCKKRT13,810$1.5M0.03%
305VANGUARD INTL EQUITY INDEX F92204285832,743$1.4M0.03%
306VANGUARD BD INDEX FDS92193783519,863$1.4M0.03%
307CITIGROUP INCC-PR22,519$1.4M0.03%
308SCHWAB STRATEGIC TR80852470653,394$1.4M0.03%
309ASTRAZENECA PLCAZN18,080$1.4M0.03%
310GARMIN LTDGRMN8,526$1.4M0.03%
311AIRBNB INCABNB9,011$1.4M0.03%
312GLOBAL X FDS37954Y38446,010$1.4M0.03%
313PENNYMAC FINL SVCS INC NEW70932M10714,316$1.4M0.03%
314AT&T INCT-PC70,398$1.3M0.03%
315TAIWAN SEMICONDUCTOR MFG LTD8740391007,731$1.3M0.03%
316COINBASE GLOBAL INCCOIN6,032$1.3M0.03%
317EDWARDS LIFESCIENCES CORPEW14,443$1.3M0.03%
318CANADIAN PACIFIC KANSAS CITYCP16,932$1.3M0.03%
319SPDR SER TR78464A76310,198$1.3M0.03%
320VANGUARD TAX-MANAGED FDS92194385825,556$1.3M0.03%
321OLD DOMINION FREIGHT LINE INODFL7,111$1.3M0.03%
322CACI INTL INC1271903042,918$1.3M0.03%
323NUVEEN AMT FREE MUN CR INC FNU100,497$1.3M0.03%
324NXP SEMICONDUCTORS N VNXPI4,618$1.2M0.03%
325ECOLAB INCECL5,201$1.2M0.03%
326SPDR SER TR78468R52312,417$1.2M0.03%
327DOCUSIGN INCDOCU23,022$1.2M0.03%
328XPO INCXPO11,596$1.2M0.03%
329ISHARES TR4642877218,175$1.2M0.03%
330ITT INCITT9,493$1.2M0.03%
331ISHARES TR46428716810,141$1.2M0.03%
332ATLASSIAN CORPORATIONTEAM6,934$1.2M0.03%
333XCEL ENERGY INCXELLL22,774$1.2M0.03%
334MATERION CORPMTRN11,190$1.2M0.03%
335WELLS FARGO CO NEW94974610119,902$1.2M0.03%
336MORGAN STANLEYMS-PQ12,044$1.2M0.03%
337FIDELITY COVINGTON TRUST31609260017,049$1.2M0.03%
338ICON PLCICLR3,722$1.2M0.03%
339INVESCO MUN OPPORTUNITY TRIVZ114,949$1.2M0.03%
340LAM RESEARCH CORPLRCX1,088$1.2M0.03%
341APTIV PLCAPTV16,231$1.1M0.03%
342SKYWORKS SOLUTIONS INCSWKS10,716$1.1M0.03%
343SPROTT PHYSICAL GOLD TRSII63,112$1.1M0.03%
344BLACKROCK MUN TARGET TERM TRBLK54,500$1.1M0.03%
345WILLIAMS COS INC96945710026,441$1.1M0.03%
346ALBANY INTL CORP01234810813,211$1.1M0.03%
347TASEKO MINES LTDTGB450,966$1.1M0.03%
348FIDELITY COVINGTON TRUST3160928086,437$1.1M0.03%
349INVESCO MUNICIPAL TRUSTVKQ110,677$1.1M0.03%
350ORGANON & COOGN53,188$1.1M0.03%
351ASML HOLDING N VASMLF1,069$1.1M0.03%
352NEUBERGER BERMAN NEXT GENERANBXG84,217$1.1M0.03%
353LAMAR ADVERTISING CO NEWLAMR9,010$1.1M0.03%
354CARMAX INCKMX14,680$1.1M0.03%
355DOW INCDOW20,275$1.1M0.03%
356FIRST INTST BANCSYSTEM INC32055Y20138,509$1.1M0.03%
357UNITED PARCEL SERVICE INCUPS7,780$1.1M0.03%
358INCYTE CORPINCY17,528$1.1M0.03%
359SPROUTS FMRS MKT INC85208M10212,670$1.1M0.03%
360GE AEROSPACE3696043016,637$1.1M0.03%
361ONEOK INC NEWOKE12,923$1.1M0.03%
362CHIPOTLE MEXICAN GRILL INCCMG16,750$1.0M0.03%
363VANGUARD SCOTTSDALE FDS92206C70617,694$1.0M0.02%
364PACCAR INCPCAR10,001$1.0M0.02%
365BLACKROCK ENHANCED INTL DIVBLK184,385$1.0M0.02%
366ZIMMER BIOMET HOLDINGS INCZBH9,414$1.0M0.02%
367FTI CONSULTING INCFCN4,670$1.0M0.02%
368BOSTON PROPERTIES INCBXP16,236$999,4960.02%
369AMPLIFY ETF TR03210866415,392$996,3160.02%
370AXON ENTERPRISE INCAXON3,361$988,9410.02%
371ISHARES TR46428744010,556$988,5700.02%
372NVIDIA CORPORATIONNVDA8,000$988,3200.02%
373SL GREEN RLTY CORP78440X88717,415$986,3860.02%
374ILLINOIS TOOL WKS INC4523081094,148$982,8330.02%
375ISHARES TR46428756417,153$982,6960.02%
376CORCEPT THERAPEUTICS INCCORT30,200$981,1980.02%
377SPDR SER TR78464A84719,079$978,7530.02%
378LULULEMON ATHLETICA INCLULU3,272$977,3470.02%
379BLACKROCK INCBLK1,221$961,3190.02%
380CAPITAL GROUP CORE BALANCED14021D10731,854$951,4180.02%
381DIMENSIONAL ETF TRUST25434V60918,311$949,7920.02%
382APPLIED INDL TECHNOLOGIES IN03820C1054,849$940,7060.02%
383MONOLITHIC PWR SYS INC6098391051,139$935,8950.02%
384AON PLCAON3,084$905,4020.02%
385AUTOZONE INCAZO305$904,0510.02%
386INVESCO TR INVT GRADE MUNSIVZ88,000$903,7600.02%
387CONSOLIDATED EDISON INCED10,053$898,9330.02%
388MOTOROLA SOLUTIONS INCMSI2,320$895,7010.02%
389SABRA HEALTH CARE REIT INCSBRA58,007$893,3090.02%
390HENRY SCHEIN INCHSIC13,933$893,1060.02%
391HP INCHPQ25,326$886,9270.02%
392ISHARES TR46429B65517,098$873,5370.02%
393COLGATE PALMOLIVE COCL8,926$866,2190.02%
394ATKORE INCATKR6,414$865,4560.02%
395WHITESTONE REITWSR64,819$862,7410.02%
396MARVELL TECHNOLOGY INCMRVL12,303$859,9810.02%
397COHEN & STEERS INFRASTRUCTUR19248A10938,189$858,4920.02%
398FORTIVE CORPFTV11,579$858,0220.02%
399HERCULES CAPITAL INCHCXY41,779$854,3810.02%
400GRAYSCALE BITCOIN TR BTCGBTC15,929$848,0600.02%
401WESTERN ASST INFLTN LKD INM95766Q106105,618$846,0010.02%
402NNN REIT INCNNN19,694$838,9650.02%
403SPDR SER TR78468R10129,014$837,6380.02%
404WELLTOWER INCWELL7,955$829,3530.02%
405BLACKROCK MUNI INCOME TR IIBLK76,683$828,9440.02%
406AGILENT TECHNOLOGIES INCA6,380$827,0400.02%
407MICRON TECHNOLOGY INCMU6,277$825,6550.02%
408MCKESSON CORPMCK1,411$823,9760.02%
409TERADYNE INCTER5,540$821,5270.02%
410EASTERLY GOVT PPTYS INC27616P10365,299$807,7490.02%
411MARSH & MCLENNAN COS INC5717481023,828$806,5530.02%
412NEXTERA ENERGY INCNEE-PW19,420$805,7360.02%
413WHEATON PRECIOUS METALS CORPWPM15,342$804,2080.02%
414CADENCE DESIGN SYSTEM INCCDNS2,597$799,2270.02%
415ABRDN TOTAL DYNAMIC DIVIDENDAOD94,635$795,8810.02%
416SOLVENTUM CORPSOLV15,030$794,7870.02%
417AUTOMATIC DATA PROCESSING INADP3,316$791,3980.02%
418WORKDAY INCWDAY3,518$786,4850.02%
419BLACKROCK ENHANCED GLOBAL DIBLK73,445$779,2520.02%
420ANGEL OAK FINL STRATEGIES IN03464A10062,600$774,3620.02%
421ISHARES TR46428877818,484$766,3470.02%
422EVEREST GROUP LTDEG2,010$765,8510.02%
423VANGUARD SCOTTSDALE FDS92206C10213,198$765,3530.02%
424FIDELITY NATL INFORMATION SV31620M10610,133$763,6540.02%
425ISHARES U S ETF TR46431W50715,028$756,3810.02%
426GABELLI DIVID & INCOME TR36242H10433,130$752,3830.02%
427ISHARES TR4642875984,312$752,2940.02%
428BLACKROCK ESG CAP ALLC TERMBLK42,863$751,8210.02%
429FACTSET RESH SYS INC3030751051,838$750,4170.02%
430FIDELITY COVINGTON TRUST31609230315,665$742,5640.02%
431WHIRLPOOL CORPWHR-PA7,250$740,9500.02%
432SPDR SER TR78468R72116,131$737,9940.02%
433ISHARES TR4642873097,907$731,7470.02%
434VANECK ETF TRUST92189F6762,778$724,2250.02%
435FIDELITY COVINGTON TRUST31609A50324,399$718,5520.02%
436BLACKROCK SCIENCE & TECHNOLOBLK35,915$715,0680.02%
437VANGUARD INTL EQUITY INDEX F9220427426,293$708,7810.02%
438SCHWAB STRATEGIC TR80852410211,230$706,5280.02%
439VANGUARD INTL EQUITY INDEX F9220428669,461$701,8120.02%
440IDEXX LABS INC45168D1041,435$699,1330.02%
441INVESCO EXCH TRADED FD TR IIIVZ3,538$697,3760.02%
442VANGUARD BD INDEX FDS9219378199,283$695,2040.02%
443PIMCO ETF TR72201R8336,907$695,1900.02%
444NOVARTIS AGNVSEF6,446$686,2430.02%
445WESTERN UN COWU56,066$685,1270.02%
446CROWN CASTLE INCCCI6,996$683,5300.02%
447NUCOR CORPNUE4,319$682,7490.02%
448ARCH CAP GROUP LTDG0450A1056,743$680,3030.02%
449INVESCO EXCHANGE TRADED FD TIVZ10,470$678,5990.02%
450SPROTT PHYSICAL GOLD & SILVESII30,761$678,2810.02%
451WEST PHARMACEUTICAL SVSC INC9553061052,031$668,9920.02%
452DIMENSIONAL ETF TRUST25434V72417,010$667,9830.02%
453INVESCO QUALITY MUN INCOME TIVZ67,270$667,3200.02%
454EATON VANCE TX ADV GLBL DIVETN35,810$666,4250.02%
455GOLDMAN SACHS ETF TRNVGLF13,222$665,9270.02%
456COMPASS DIVERSIFIEDCODI-PC30,214$661,3850.02%
457ENBRIDGE INCENNPF18,433$656,0340.02%
458ICICI BANK LIMITEDIBN22,706$654,1610.02%
459FLEX LNG LTDFLNG24,125$652,3400.02%
460SHERWIN WILLIAMS COSHW2,177$649,7610.02%
461CORNERSTONE STRATEGIC VALUECLM83,777$645,0800.02%
462FERGUSON PLC NEWG3421J1063,311$641,1770.02%
463JETBLUE AWYS CORP477143101104,512$636,4790.02%
464EATON VANCE TAX-MANAGED GLOBETN74,960$633,4120.02%
465FEDEX CORPFDX2,089$627,6540.01%
466ISHARES TR4642885138,132$627,2720.01%
467MCGRATH RENTCORPMGRC5,870$625,4490.01%
468VERISK ANALYTICS INCVRSK2,319$625,0880.01%
469KOHLS CORPKSS26,969$620,0180.01%
470INTERCONTINENTAL EXCHANGE IN45866F1044,519$618,5790.01%
471PNC FINL SVCS GROUP INC6934751053,968$616,8840.01%
472J P MORGAN EXCHANGE TRADED F46641Q65412,100$614,0150.01%
473ROCKWELL AUTOMATION INCROK2,228$613,3240.01%
474BERKSHIRE HATHAWAY INC DELBRK-A1$612,2410.01%
475FIDELITY COVINGTON TRUST3160922047,445$603,1470.01%
476WASTE CONNECTIONS INCWCN3,436$602,5370.01%
477VIRTUS DIVIDEND INTEREST & PNFJ48,830$599,6330.01%
478NVENT ELECTRIC PLCNVT7,817$598,8620.01%
479MONDAY COM LTDMNDY2,454$590,8260.01%
480FS KKR CAP CORPFSK29,873$589,3950.01%
481XYLEM INCXYL4,322$586,1930.01%
482ALLETE INC0185223009,250$576,7550.01%
483DONEGAL GROUP INCDGICB44,737$576,2130.01%
484PPG INDS INC6935061074,528$570,0620.01%
485VERALTO CORPVLTO5,938$566,9020.01%
486ALTRIA GROUP INCMO12,314$561,2570.01%
487NU HLDGS LTDNU43,284$557,9310.01%
488NABORS ENERGY TRANSITION CORG6363K10652,975$557,8270.01%
489WEC ENERGY GROUP INCWEC7,106$557,5370.01%
490ISHARES SILVER TRSLV20,935$556,2430.01%
491HAYMAKER ACQUISITION CORP IVG4375F10852,100$547,5710.01%
492BNY MELLON MUN INCOME INC05589T10476,026$546,6270.01%
493ISHARES TR46432F3962,797$545,0520.01%
494ISHARES TR46434VBD121,745$540,5810.01%
495STANLEY BLACK & DECKER INCSWK6,764$540,3770.01%
496MICROSOFT CORPMSFT1,200$536,3400.01%
497GEN DIGITAL INCGENVR21,412$534,8730.01%
498SYNOPSYS INCSNPS893$531,3900.01%
499CLEARWAY ENERGY INCCWEN-A23,445$531,2640.01%
500VIATRIS INCVTRS49,739$528,7270.01%