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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 Q3 2024 · Filed October 23, 2024 · Accession 0001951757-24-001101

Total Value
$4.43B
Positions
733
Other Managers
16
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1KLA CORPKLAC897,555$695.1M15.94%
2APPLE INCAAPL686,229$159.9M3.67%
3ISHARES TR464287200271,671$156.7M3.59%
4MICROSOFT CORPMSFT270,802$116.5M2.67%
5SPDR SER TR78468R663941,220$86.4M1.98%
6AMAZON COM INCAMZN419,061$78.1M1.79%
7INVESCO EXCHANGE TRADED FD TIVZ357,884$64.1M1.47%
8NVIDIA CORPORATIONNVDA503,485$61.1M1.40%
9META PLATFORMS INCMETA100,448$57.5M1.32%
10ELI LILLY & COLLY57,982$51.4M1.18%
11COSTCO WHSL CORP NEW22160K10556,023$49.7M1.14%
12BROADCOM INCAVGO261,296$45.1M1.03%
13ISHARES TR464287655187,236$41.4M0.95%
14ALPHABET INCGOOG241,810$40.1M0.92%
15JPMORGAN CHASE & CO.VYLD189,774$40.0M0.92%
16ISHARES TR464287499451,600$39.8M0.91%
17ISHARES TR4642886871,175,764$39.1M0.90%
18SPDR S&P 500 ETF TRSPY65,818$37.8M0.87%
19SELECT SECTOR SPDR TR81369Y605799,129$36.2M0.83%
20VANGUARD INDEX FDS922908744203,856$35.6M0.82%
21BERKSHIRE HATHAWAY INC DELBRK-A74,460$34.3M0.79%
22VANGUARD STAR FDS921909768528,574$34.2M0.78%
23SPDR SER TR78468R853709,016$32.3M0.74%
24VISA INCV114,594$31.5M0.72%
25ISHARES TR464287176285,143$31.5M0.72%
26PROGRESSIVE CORP743315103122,496$31.1M0.71%
27ISHARES TR464287226306,948$31.1M0.71%
28SELECT SECTOR SPDR TR81369Y803137,190$31.0M0.71%
29NETFLIX INCNFLX43,357$30.8M0.71%
30ALPHABET INCGOOG180,124$30.1M0.69%
31EXXON MOBIL CORPXOM253,158$29.7M0.68%
32INVESCO QQQ TRIVZ57,986$28.3M0.65%
33HOME DEPOT INCHD66,988$27.1M0.62%
34ISHARES TR46428710192,155$25.5M0.58%
35VANGUARD INDEX FDS92290873663,789$24.5M0.56%
36GALLAGHER ARTHUR J & CO36357610986,597$24.4M0.56%
37SPDR SER TR78464A508454,972$24.0M0.55%
38SCHWAB STRATEGIC TR808524797278,596$23.5M0.54%
39ISHARES TR464288638430,924$23.1M0.53%
40ISHARES TR464287457264,833$22.0M0.51%
41ORACLE CORPORCL-PD127,639$21.7M0.50%
42ISHARES TR464288646410,685$21.6M0.50%
43BANK AMERICA CORP060505104531,330$21.1M0.48%
44JOHNSON & JOHNSONJNJ122,781$19.9M0.46%
45CINTAS CORPCTAS91,140$18.8M0.43%
46FERRARI N VRACE39,656$18.6M0.43%
47PROCTER AND GAMBLE CO742718109104,880$18.2M0.42%
48VANGUARD INDEX FDS92290853871,680$17.5M0.40%
49PENTAIR PLCPNR175,574$17.2M0.39%
50ADOBE INCADBE32,930$17.1M0.39%
51SPDR SER TR78464A409204,496$17.0M0.39%
52UNITEDHEALTH GROUP INCUNH28,347$16.6M0.38%
53ZOETIS INCZTS84,177$16.4M0.38%
54ISHARES TR464288588171,046$16.4M0.38%
55ISHARES TR464287804138,684$16.2M0.37%
56BLACKROCK INCBLK17,015$16.2M0.37%
57VERTEX PHARMACEUTICALS INCVRTX34,393$16.0M0.37%
58ISHARES GOLD TRIAU321,540$16.0M0.37%
59SELECT SECTOR SPDR TR81369Y100162,416$15.7M0.36%
60SOUTHERN COSOMN172,449$15.6M0.36%
61INTERNATIONAL BUSINESS MACHSINTR70,007$15.5M0.35%
62SELECT SECTOR SPDR TR81369Y20998,442$15.2M0.35%
63EATON CORP PLCETN45,425$15.1M0.35%
64CATERPILLAR INCCAT38,353$15.0M0.34%
65WASTE MGMT INC DEL94106L10971,814$14.9M0.34%
66PEPSICO INCPEP87,515$14.9M0.34%
67ISHARES TR46428761439,190$14.7M0.34%
68VANGUARD WORLD FD92204A50452,036$14.7M0.34%
69AMGEN INCAMGN45,553$14.7M0.34%
70VANGUARD INDEX FDS92290876951,023$14.4M0.33%
71OREILLY AUTOMOTIVE INC67103H10712,471$14.4M0.33%
72DEERE & CODE32,668$13.7M0.31%
73ROYAL CARIBBEAN GROUPV7780T10376,871$13.6M0.31%
74CHEVRON CORP NEWCVX92,122$13.6M0.31%
75SELECT SECTOR SPDR TR81369Y506152,884$13.4M0.31%
76ULTA BEAUTY INCULTA34,299$13.3M0.31%
77SELECT SECTOR SPDR TR81369Y852145,033$13.1M0.30%
78J P MORGAN EXCHANGE TRADED F46641Q837257,233$13.1M0.30%
79VANGUARD SPECIALIZED FUNDS92190884465,529$13.0M0.30%
80SERVICENOW INCNOW14,477$12.9M0.30%
81ACCENTURE PLC IRELANDACN36,592$12.9M0.30%
82TJX COS INC NEW872540109109,387$12.9M0.29%
83NEXTERA ENERGY INCNEE-PW148,911$12.6M0.29%
84VANGUARD INTL EQUITY INDEX F922042775190,075$12.0M0.27%
85BANK NEW YORK MELLON CORP064058100165,467$11.9M0.27%
86CUMMINS INCCMI36,175$11.7M0.27%
87ABBOTT LABSABLZF101,959$11.6M0.27%
88CISCO SYS INCCSCO215,346$11.5M0.26%
89AMERICAN CENTY ETF TR025072398248,619$11.1M0.25%
90MCDONALDS CORPMCD35,898$10.9M0.25%
91ISHARES TR46428841497,948$10.6M0.24%
92CHIPOTLE MEXICAN GRILL INCCMG183,660$10.6M0.24%
93CENCORA INCCOR46,819$10.5M0.24%
94VANGUARD INDEX FDS92290865256,718$10.3M0.24%
95ISHARES TR46428815895,986$10.2M0.23%
96SELECT SECTOR SPDR TR81369Y70469,905$9.5M0.22%
97MERCK & CO INCMRK82,257$9.3M0.21%
98STRYKER CORPORATIONSYK25,152$9.1M0.21%
99AMERICAN CENTY ETF TR02507287794,736$9.1M0.21%
100SCHWAB STRATEGIC TR808524862183,566$9.0M0.21%
101UNITED RENTALS INCURI11,060$9.0M0.21%
102COMCAST CORP NEWCCZ213,886$8.9M0.20%
103PFIZER INCPFE306,507$8.9M0.20%
104AMERICAN CENTY ETF TR02507230797,095$8.8M0.20%
105DISNEY WALT CO25468710690,970$8.8M0.20%
106VANGUARD INDEX FDS92290836316,432$8.7M0.20%
107ARISTA NETWORKS INCANET21,748$8.3M0.19%
108SPDR SER TR78468R788182,056$8.3M0.19%
109SELECT SECTOR SPDR TR81369Y886102,586$8.3M0.19%
110ABBVIE INCABBV40,988$8.1M0.19%
111VERIZON COMMUNICATIONS INCVZ179,067$8.0M0.18%
112GOLDMAN SACHS GROUP INCGSCE16,223$8.0M0.18%
113ARM HOLDINGS PLC04206820555,410$7.9M0.18%
114T-MOBILE US INCTMUSZ38,169$7.9M0.18%
115VANGUARD INDEX FDS92290862929,588$7.8M0.18%
116MICROSTRATEGY INCSTRK46,149$7.8M0.18%
117SPDR INDEX SHS FDS78463X889204,319$7.7M0.18%
118WILLIS TOWERS WATSON PLC LTDWTW25,634$7.5M0.17%
119CAPITAL ONE FINL CORP14040H10549,208$7.4M0.17%
120ISHARES TR464288810123,244$7.3M0.17%
121COCA COLA COKO100,998$7.3M0.17%
122EQUINIX INCEQIX8,123$7.2M0.17%
123QUALCOMM INCQCOM41,891$7.1M0.16%
124PHILLIPS 66PSX52,788$6.9M0.16%
125SPDR S&P MIDCAP 400 ETF TRMDY12,126$6.9M0.16%
126CONOCOPHILLIPSCOP63,773$6.7M0.15%
127HONEYWELL INTL INC43851610632,451$6.7M0.15%
128QUANTA SVCS INC74762E10221,723$6.5M0.15%
129TRUIST FINL CORP89832Q109149,993$6.4M0.15%
130TARGET CORPTGT40,790$6.4M0.15%
131ISHARES TR46429B69769,511$6.3M0.15%
132L3HARRIS TECHNOLOGIES INCLHX26,561$6.3M0.14%
133MASTERCARD INCORPORATEDMA12,695$6.3M0.14%
134KINDER MORGAN INC DELEP-PC280,763$6.2M0.14%
135HERSHEY COHSY32,194$6.2M0.14%
136AMERICAN ELEC PWR CO INC02553710159,264$6.1M0.14%
137APPLOVIN CORPAPP46,521$6.1M0.14%
138WALMART INCWMT75,021$6.1M0.14%
139BECTON DICKINSON & COBDX25,104$6.1M0.14%
140VANGUARD INDEX FDS92290851235,072$5.9M0.13%
141ARK 21SHARES BITCOIN ETFARKB91,685$5.8M0.13%
142GARTNER INCIT11,421$5.8M0.13%
143INVESCO EXCHANGE TRADED FD TIVZ83,788$5.8M0.13%
144SELECT SECTOR SPDR TR81369Y40728,542$5.7M0.13%
145PALO ALTO NETWORKS INCPANW16,692$5.7M0.13%
146ROPER TECHNOLOGIES INCROP10,172$5.7M0.13%
147ISHARES TR46428750790,418$5.6M0.13%
148SPDR GOLD TRGLD23,024$5.6M0.13%
149CANADIAN NAT RES LTD136385101168,107$5.6M0.13%
150SCHWAB STRATEGIC TR80852430052,881$5.5M0.13%
151STARBUCKS CORPSBUX55,793$5.4M0.12%
152NUVEEN QUALITY MUNCP INCOMENU437,198$5.4M0.12%
153NUVEEN AMT FREE QLTY MUN INCNU442,433$5.3M0.12%
154MERCADOLIBRE INCMELI2,545$5.2M0.12%
155VANGUARD WORLD FD92204A87629,387$5.1M0.12%
156SPDR SER TR78464A30058,479$5.1M0.12%
157ISHARES TR46428986785,549$5.1M0.12%
158TESLA INCTSLA19,309$5.1M0.12%
159ISHARES TR46428770540,827$5.0M0.12%
160VANECK ETF TRUST92189F387221,614$5.0M0.12%
161BLACKSTONE INCBX32,557$5.0M0.11%
162GENERAC HLDGS INCGNRC30,801$4.9M0.11%
163CHUBB LIMITEDCB16,925$4.9M0.11%
164BOSTON SCIENTIFIC CORPBSX57,795$4.8M0.11%
165AMERICAN EXPRESS COAXP17,857$4.8M0.11%
166MEDTRONIC PLCMDT52,342$4.7M0.11%
167VANGUARD SCOTTSDALE FDS92206C81357,574$4.7M0.11%
168NUVEEN NEW YORK AMT QLT MUNINU416,331$4.7M0.11%
169LOCKHEED MARTIN CORPLMT7,945$4.6M0.11%
170ARCHER DANIELS MIDLAND COADM77,330$4.6M0.11%
171CBOE GLOBAL MKTS INC12503M10822,476$4.6M0.11%
172FREEPORT-MCMORAN INCFCX92,055$4.6M0.11%
173SELECT SECTOR SPDR TR81369Y30855,125$4.6M0.10%
174INTUITIVE SURGICAL INCISRG9,258$4.5M0.10%
175REPUBLIC SVCS INC76075910022,450$4.5M0.10%
176SPDR SER TR78464A20148,396$4.5M0.10%
177ISHARES TR46428715035,737$4.5M0.10%
178INGERSOLL RAND INCIR45,515$4.5M0.10%
179BLACKROCK MUNICIPAL INCOMEBLK350,466$4.4M0.10%
180MCCORMICK & CO INCMKC-V53,462$4.4M0.10%
181EASTMAN CHEM COEMN38,975$4.4M0.10%
182VANGUARD INDEX FDS92290855344,302$4.3M0.10%
183DIAGEO PLCDGEAF30,741$4.3M0.10%
184LINDE PLCLIN9,004$4.3M0.10%
185THERMO FISHER SCIENTIFIC INCTMO6,927$4.3M0.10%
186SCHWAB STRATEGIC TR80852440953,294$4.3M0.10%
187SEMPRASREA50,030$4.2M0.10%
188EQUITY RESIDENTIALEQR56,113$4.2M0.10%
189GLOBAL PMTS INC37940X10240,392$4.1M0.09%
190VERTIV HOLDINGS COVRT41,192$4.1M0.09%
191NOVO-NORDISK A SNONOF33,908$4.0M0.09%
192REALTY INCOME CORPO63,397$4.0M0.09%
193APPLIED MATLS INC03822210519,832$4.0M0.09%
194SCHWAB STRATEGIC TR80852420159,009$4.0M0.09%
195MARATHON PETE CORPMARA24,302$4.0M0.09%
196WISDOMTREE TRWT42,075$3.9M0.09%
197RTX CORPORATIONRTX32,410$3.9M0.09%
198UNION PAC CORPUNP15,827$3.9M0.09%
199NIKE INCNKE43,334$3.8M0.09%
200UNILEVER PLCUNLYF58,353$3.8M0.09%
201INTEL CORPINTC160,934$3.8M0.09%
202GILEAD SCIENCES INCGILD44,905$3.8M0.09%
203MONDELEZ INTL INC60920710550,227$3.7M0.09%
204KEURIG DR PEPPER INCKDP98,837$3.7M0.09%
205UBER TECHNOLOGIES INCUBER49,243$3.7M0.08%
206STANLEY BLACK & DECKER INCSWK33,427$3.7M0.08%
207AMERICAN TOWER CORP NEW03027X10015,800$3.7M0.08%
208MICRON TECHNOLOGY INCMU34,637$3.6M0.08%
209APPLE HOSPITALITY REIT INCAPLE240,439$3.6M0.08%
210NORTHROP GRUMMAN CORPNOC6,606$3.5M0.08%
211SCHWAB STRATEGIC TR80852480584,014$3.5M0.08%
212ISHARES TR46432F33919,215$3.4M0.08%
213GENERAL MTRS CO37045V10076,690$3.4M0.08%
214VANGUARD INDEX FDS92290875114,263$3.4M0.08%
215GRAINGER W W INC3848021043,235$3.4M0.08%
216ISHARES TR46428762210,571$3.3M0.08%
217EATON VANCE MUN BD FDETN307,177$3.3M0.08%
218SPDR SER TR78464A84760,088$3.3M0.08%
219SELECT SECTOR SPDR TR81369Y86072,556$3.2M0.07%
220KIMBERLY-CLARK CORPKMB22,746$3.2M0.07%
221AFLAC INCAFL28,680$3.2M0.07%
222VANGUARD WORLD FD92204A7025,425$3.2M0.07%
223LOWES COS INC54866110711,565$3.1M0.07%
224DOMINION ENERGY INCD53,539$3.1M0.07%
225VANGUARD WORLD FD92204A88420,931$3.0M0.07%
226DIGITAL RLTY TR INC25386810318,073$2.9M0.07%
227CAVA GROUP INCCAVA23,370$2.9M0.07%
228CVS HEALTH CORPCVS45,521$2.9M0.07%
229PHILIP MORRIS INTL INC71817210923,282$2.8M0.06%
230BRISTOL-MYERS SQUIBB COCELG-RI54,521$2.8M0.06%
231PRINCIPAL FINANCIAL GROUP INPFG31,551$2.7M0.06%
232DUKE ENERGY CORP NEWDUKB23,418$2.7M0.06%
233SPDR SER TR78468R73955,100$2.7M0.06%
234SCHWAB CHARLES CORPSCHW-PJ40,785$2.6M0.06%
235NUVEEN CA QUALTY MUN INCOMENU216,132$2.6M0.06%
236AMPHENOL CORP NEW03209510139,049$2.5M0.06%
237ISHARES TR46428755617,429$2.5M0.06%
238MR COOPER GROUP INC62482R10727,514$2.5M0.06%
239PALANTIR TECHNOLOGIES INCPLTR67,919$2.5M0.06%
240INTUITINTU4,057$2.5M0.06%
241ISHARES TR46428734161,837$2.5M0.06%
2423M COMMM17,677$2.4M0.06%
243ONESTREAM INCOS71,159$2.4M0.06%
244FIRST TR EXCHANGE TRADED FD33734X19223,376$2.4M0.05%
245MSCI INCMSCI4,075$2.4M0.05%
246ARROW ELECTRS INC04273510017,671$2.3M0.05%
247POSTAL REALTY TRUST INCPSTL157,457$2.3M0.05%
248ALLSTATE CORPALL-PJ11,965$2.3M0.05%
249SCHWAB STRATEGIC TR80852450827,317$2.3M0.05%
250DANAHER CORPORATION2358511028,161$2.3M0.05%
251TEXAS INSTRS INC88250810410,984$2.3M0.05%
252FISERV INCFISV12,614$2.3M0.05%
253JANUS DETROIT STR TR47103U88645,808$2.2M0.05%
254SPDR SER TR78464A85433,235$2.2M0.05%
255CLOROX CO DELCLX13,739$2.2M0.05%
256KLAVIYO INCKVYO63,256$2.2M0.05%
257ISHARES BITCOIN TRUST ETFIBIT61,418$2.2M0.05%
258ASTERA LABS INCALAB42,061$2.2M0.05%
259ISHARES TR4642876896,688$2.2M0.05%
260BERRY GLOBAL GROUP INC08579W10331,770$2.2M0.05%
261US BANCORP DELUSB-PS46,779$2.1M0.05%
262SCHWAB STRATEGIC TR80852460741,592$2.1M0.05%
263MDU RES GROUP INC55269010977,578$2.1M0.05%
264KNIFE RIVER CORPKNF23,557$2.1M0.05%
265PRUDENTIAL FINL INCPUKPF17,132$2.1M0.05%
266MICRON TECHNOLOGY INCMU20,000$2.1M0.05%
267TE CONNECTIVITY PLCTEL13,599$2.1M0.05%
268MONOLITHIC PWR SYS INC6098391052,179$2.0M0.05%
269ANALOG DEVICES INCADI8,684$2.0M0.05%
270SPROTT PHYSICAL GOLD TRSII97,956$2.0M0.05%
271SALESFORCE INCCRM7,289$2.0M0.05%
272BUILDERS FIRSTSOURCE INCBLDR10,045$1.9M0.04%
273BLACKROCK UTILS INFRASTRUCTUBLK77,655$1.9M0.04%
274KKR & CO INCKKRT14,743$1.9M0.04%
275TRAVELERS COMPANIES INCTRV8,140$1.9M0.04%
276MARRIOTT INTL INC NEW5719032027,661$1.9M0.04%
277THE TRADE DESK INC88339J10517,366$1.9M0.04%
278VENTAS INCVTR29,522$1.9M0.04%
279PROLOGIS INC.PLDGP14,916$1.9M0.04%
280BLACKROCK MUNIVEST FD INCBLK247,004$1.9M0.04%
281SYSCO CORPSYY24,037$1.9M0.04%
282GXO LOGISTICS INCORPORATEDGXO36,002$1.9M0.04%
283CORNING INCGLW41,479$1.9M0.04%
284STAR BULK CARRIERS CORP.SBLK77,453$1.8M0.04%
285BLACKROCK MUN INCOME TRBLK171,268$1.8M0.04%
286GLACIER BANCORP INC NEWGBCI39,419$1.8M0.04%
287NORFOLK SOUTHN CORP6558441087,206$1.8M0.04%
288PAYCHEX INCPAYX12,912$1.7M0.04%
289INNOVATOR ETFS TRUSTINHD44,824$1.7M0.04%
290VANGUARD WHITEHALL FDS92194640613,365$1.7M0.04%
291ISHARES TR4642876486,028$1.7M0.04%
292SCHLUMBERGER LTDSLB40,699$1.7M0.04%
293ISHARES INC46428653327,102$1.7M0.04%
294VANGUARD BD INDEX FDS92193783521,751$1.6M0.04%
295PENNYMAC FINL SVCS INC NEW70932M10714,204$1.6M0.04%
296VANGUARD INTL EQUITY INDEX F92204285833,482$1.6M0.04%
297BLACKROCK MUNIHOLDINGS FD INBLK126,000$1.6M0.04%
298CAMECO CORPCCJ33,288$1.6M0.04%
299GENERAL DYNAMICS CORPGD5,230$1.6M0.04%
300BOEING COBA-PA10,386$1.6M0.04%
301SCHWAB STRATEGIC TR80852470653,090$1.5M0.04%
302J P MORGAN EXCHANGE TRADED F46641Q33225,788$1.5M0.04%
303ISHARES TR46428729118,591$1.5M0.04%
304GE AEROSPACE3696043018,086$1.5M0.03%
305AT&T INCT-PC69,217$1.5M0.03%
306TAIWAN SEMICONDUCTOR MFG LTD8740391008,703$1.5M0.03%
307CARRIER GLOBAL CORPORATIONCARR18,757$1.5M0.03%
308UNITED PARCEL SERVICE INCUPS11,060$1.5M0.03%
309XCEL ENERGY INCXELLL22,979$1.5M0.03%
310BLACKROCK MUNIHLDNGS CALI QLBLK129,776$1.5M0.03%
311XYLEM INCXYL11,071$1.5M0.03%
312SPDR SER TR78464A76310,198$1.4M0.03%
313CACI INTL INC1271903042,817$1.4M0.03%
314GARMIN LTDGRMN8,071$1.4M0.03%
315CITIGROUP INCC-PR22,459$1.4M0.03%
316CORCEPT THERAPEUTICS INCCORT30,200$1.4M0.03%
317REGENERON PHARMACEUTICALSREGN1,327$1.4M0.03%
318ASTRAZENECA PLCAZN17,763$1.4M0.03%
319DOCUSIGN INCDOCU22,061$1.4M0.03%
320CANADIAN PACIFIC KANSAS CITYCP15,975$1.4M0.03%
321NXP SEMICONDUCTORS N VNXPI5,627$1.4M0.03%
322ISHARES TR4642871689,996$1.4M0.03%
323GLOBAL X FDS37954Y38443,469$1.3M0.03%
324ITT INCITT8,985$1.3M0.03%
325AXON ENTERPRISE INCAXON3,352$1.3M0.03%
326ECOLAB INCECL5,213$1.3M0.03%
327LAM RESEARCH CORPLRCX1,624$1.3M0.03%
328NUVEEN AMT FREE MUN CR INC FNU98,091$1.3M0.03%
329BXP INCBXP16,258$1.3M0.03%
330MOTOROLA SOLUTIONS INCMSI2,815$1.3M0.03%
331ADVANCED MICRO DEVICES INCAMD7,685$1.3M0.03%
332ISHARES TR4642877218,175$1.2M0.03%
333SPROUTS FMRS MKT INC85208M10211,186$1.2M0.03%
334INVESCO MUNICIPAL TRUSTVKQ118,661$1.2M0.03%
335MATERION CORPMTRN10,745$1.2M0.03%
336CONSOLIDATED EDISON INCED11,499$1.2M0.03%
337WELLTOWER INCWELL9,336$1.2M0.03%
338NVIDIA CORPORATIONNVDA9,800$1.2M0.03%
339XPO INCXPO11,043$1.2M0.03%
340TEMPUS AI INCTEM20,944$1.2M0.03%
341BLACKROCK MUN TARGET TERM TRBLK54,500$1.2M0.03%
342MORGAN STANLEYMS-PQ11,279$1.2M0.03%
343AIRBNB INCABNB9,175$1.2M0.03%
344WILLIAMS COS INC96945710025,400$1.2M0.03%
345AON PLCAON3,347$1.2M0.03%
346LAMAR ADVERTISING CO NEWLAMR8,665$1.2M0.03%
347ISHARES TR46428744011,766$1.2M0.03%
348TASEKO MINES LTDTGB457,939$1.2M0.03%
349FIDELITY COVINGTON TRUST31609260015,752$1.1M0.03%
350ALBANY INTL CORP01234810812,739$1.1M0.03%
351ISHARES TR46428756417,153$1.1M0.03%
352CARMAX INCKMX14,505$1.1M0.03%
353AA MISSION ACQUISITION CORPYCY-WT111,700$1.1M0.03%
354NEUBERGER BERMAN NEXT GENERANBXG86,623$1.1M0.03%
355WELLS FARGO CO NEW94974610119,474$1.1M0.03%
356ONEOK INC NEWOKE12,051$1.1M0.03%
357CROWDSTRIKE HLDGS INCCRWD3,828$1.1M0.02%
358VANGUARD TAX-MANAGED FDS92194385820,229$1.1M0.02%
359DOW INCDOW19,411$1.1M0.02%
360AMPLIFY ETF TR03210866415,484$1.1M0.02%
361FIDELITY COVINGTON TRUST3160928086,055$1.1M0.02%
362ILLINOIS TOOL WKS INC4523081094,018$1.1M0.02%
363SPDR SER TR78468R52310,505$1.0M0.02%
364ICON PLCICLR3,592$1.0M0.02%
365ZIMMER BIOMET HOLDINGS INCZBH9,498$1.0M0.02%
366FIRST INTST BANCSYSTEM INC32055Y20133,209$1.0M0.02%
367DIMENSIONAL ETF TRUST25434V60918,311$1.0M0.02%
368SKYWORKS SOLUTIONS INCSWKS10,286$1.0M0.02%
369WORKDAY INCWDAY4,091$999,8830.02%
370BLACKROCK ENHANCED INTL DIVBLK172,286$999,2590.02%
371FACTSET RESH SYS INC3030751052,172$998,8200.02%
372SABRA HEALTH CARE REIT INCSBRA53,535$996,2870.02%
373HENRY SCHEIN INCHSIC13,634$993,9190.02%
374ASPEN AEROGELS INCASPN35,609$986,0220.02%
375ORGANON & COOGN50,594$967,8640.02%
376VANGUARD SCOTTSDALE FDS92206C70616,004$966,9810.02%
377INVESCO TR INVT GRADE MUNSIVZ90,000$950,4000.02%
378AUTOZONE INCAZO301$948,1630.02%
379AGILENT TECHNOLOGIES INCA6,369$945,6700.02%
380WHEATON PRECIOUS METALS CORPWPM15,469$944,8610.02%
381ELECTRONIC ARTS INCEA6,566$941,8280.02%
382COHEN & STEERS INFRASTRUCTUR19248A10935,839$932,8930.02%
383GEN DIGITAL INCGENVR33,902$929,9430.02%
384FORTIVE CORPFTV11,764$928,5530.02%
385COLGATE PALMOLIVE COCL8,934$927,4080.02%
386SHERWIN WILLIAMS COSHW2,410$919,6940.02%
387MARVELL TECHNOLOGY INCMRVL12,646$912,0300.02%
388AUTOMATIC DATA PROCESSING INADP3,290$910,4110.02%
389WESTERN ASST INFLTN LKD INM95766Q106106,468$910,3020.02%
390PACCAR INCPCAR9,220$909,8300.02%
391NNN REIT INCNNN18,672$905,4060.02%
392HP INCHPQ25,007$897,0120.02%
393KINETIK HOLDINGS INCKNTK19,689$891,1250.02%
394LEAR CORPLEA8,115$885,7530.02%
395ISHARES TR46428877818,484$878,7300.02%
396CAPITAL GROUP CORE BALANCED14021D10728,123$877,4510.02%
397ISHARES TR46428851310,896$874,9480.02%
398FIDELITY NATL INFORMATION SV31620M10610,371$868,5660.02%
399GABELLI DIVID & INCOME TR36242H10435,425$866,1420.02%
400BLACKROCK MUNI INCOME TR IIBLK76,683$863,4510.02%
401ASML HOLDING N VASMLF1,033$860,7480.02%
402ABRDN TOTAL DYNAMIC DIVIDENDAOD94,440$859,4040.02%
403NUVEEN NASDAQ 100 DYNAMIC OV67069910734,155$857,9740.02%
404SEA LTDSE9,044$852,6690.02%
405NEXTERA ENERGY INCNEE-PW18,355$850,9380.02%
406ISHARES TR46429B65516,621$848,3360.02%
407EASTERLY GOVT PPTYS INC27616P10362,219$844,9350.02%
408MARSH & MCLENNAN COS INC5717481023,783$843,8990.02%
409ANGEL OAK FINL STRATEGIES IN03464A10062,600$827,5720.02%
410ISHARES TR4642875984,315$818,9090.02%
411CROWN CASTLE INCCCI6,747$800,4430.02%
412INTERCONTINENTAL EXCHANGE IN45866F1044,978$799,6870.02%
413WHIRLPOOL CORPWHR-PA7,395$791,2650.02%
414FIDELITY COVINGTON TRUST31609A50324,473$787,0660.02%
415BLACKROCK ENHANCED GLOBAL DIBLK69,864$786,6690.02%
416EMERSON ELEC COEMR7,133$780,1240.02%
417PNC FINL SVCS GROUP INC6934751054,186$773,7540.02%
418CLEVELAND-CLIFFS INC NEWCLF60,580$773,6070.02%
419HERCULES CAPITAL INCHCXY39,377$773,3650.02%
420VANGUARD INTL EQUITY INDEX F9220428669,801$768,2950.02%
421MCKESSON CORPMCK1,539$760,8570.02%
422VANGUARD INTL EQUITY INDEX F9220427426,293$753,2730.02%
423ISHARES TR4642873097,838$750,5220.02%
424EVEREST GROUP LTDEG1,913$749,5710.02%
425NOVARTIS AGNVSEF6,514$749,2410.02%
426ENBRIDGE INCENNPF18,409$747,5710.02%
427VANGUARD SCOTTSDALE FDS92206C10212,653$746,7810.02%
428ARCH CAP GROUP LTDG0450A1056,607$739,1920.02%
429GRAYSCALE BITCOIN TR BTCGBTC14,471$730,7860.02%
430FIDELITY COVINGTON TRUST31609230314,075$718,5290.02%
431CADENCE DESIGN SYSTEM INCCDNS2,644$716,6040.02%
432SHOPIFY INCSHOP8,916$714,5290.02%
433INVESCO EXCH TRADED FD TR IIIVZ3,539$710,7480.02%
434DIMENSIONAL ETF TRUST25434V72417,010$709,1470.02%
435ISHARES U S ETF TR46431W50713,807$707,4930.02%
436SPROTT PHYSICAL GOLD & SILVESII28,761$704,3570.02%
437EATON VANCE TX ADV GLBL DIVETN35,850$696,9240.02%
438TERADYNE INCTER5,195$695,7670.02%
439PBF ENERGY INCPBF22,421$693,9410.02%
440BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.02%
441BLACKROCK ESG CAP ALLC TERMBLK38,961$691,1680.02%
442DYNATRACE INCDT12,923$690,9930.02%
443VANGUARD BD INDEX FDS9219378198,805$690,0480.02%
444IDEXX LABS INC45168D1041,363$688,6160.02%
445PARKER-HANNIFIN CORPPH1,088$687,4280.02%
446CORNERSTONE STRATEGIC VALUECLM88,803$682,0080.02%
447IB ACQUISITION CORPIBACR68,200$682,0000.02%
448LULULEMON ATHLETICA INCLULU2,504$679,4610.02%
449ISHARES TR46432F3963,343$677,8270.02%
450ICICI BANK LIMITEDIBN22,378$667,9840.02%
451SPDR SER TR78468R10122,649$666,1080.02%
452VERALTO CORPVLTO5,936$664,0020.02%
453JETBLUE AWYS CORP477143101100,387$658,5390.02%
454BNY MELLON MUN INCOME INC05589T10490,026$658,0910.02%
455EATON VANCE TAX-MANAGED GLOBETN75,210$655,8320.02%
456WEST PHARMACEUTICAL SVSC INC9553061052,172$651,9490.01%
457WEC ENERGY GROUP INCWEC6,769$651,0430.01%
458CLEARWAY ENERGY INCCWEN-A22,790$648,8320.01%
459INVESCO EXCHANGE TRADED FD TIVZ9,270$647,2320.01%
460SPDR INDEX SHS FDS78463X84821,245$646,7040.01%
461BLACKROCK SCIENCE & TECHNOLOBLK33,616$645,4280.01%
462GOLDMAN SACHS ETF TRNVGLF12,721$644,1920.01%
463MONDAY COM LTDMNDY2,315$643,0380.01%
464MCGRATH RENTCORPMGRC6,098$641,9980.01%
465VIRTUS DIVIDEND INTEREST & PNFJ48,980$638,7000.01%
466WESTERN UN COWU53,194$634,6050.01%
467COMPASS DIVERSIFIEDCODI-PC28,654$634,1140.01%
468HAYMAKER ACQUISITION CORP IVG4375F10859,400$633,2040.01%
469NABORS ENERGY TRANSITION CORG6363K10659,375$632,9380.01%
470SSGA ACTIVE ETF TR78467V60815,058$628,8200.01%
471ALTRIA GROUP INCMO12,278$627,0080.01%
472SPOTIFY TECHNOLOGY S ASPOT1,689$622,4480.01%
473J P MORGAN EXCHANGE TRADED F46641Q65412,100$616,3740.01%
474COLUMBIA BKG SYS INC19723610223,398$610,9220.01%
475VERISK ANALYTICS INCVRSK2,247$602,1070.01%
476ARES MANAGEMENT CORPORATIONARES-PB3,858$601,2320.01%
477ALLETE INC0185223009,307$597,4120.01%
478ISHARES SILVER TRSLV20,993$596,4120.01%
479FS KKR CAP CORPFSK29,873$589,3950.01%
480CME GROUP INCCME2,647$584,1680.01%
481FLEX LNG LTDFLNG22,830$580,7960.01%
482NU HLDGS LTDNU42,498$580,0980.01%
483VIATRIS INCVTRS49,663$576,5880.01%
484ELEVANCE HEALTH INCELV1,068$555,3600.01%
485KOHLS CORPKSS26,158$551,9340.01%
486COUPANG INCCPNG22,455$551,2710.01%
487ROCKWELL AUTOMATION INCROK2,045$549,0010.01%
488ISHARES TR46434VBD121,745$545,8000.01%
489ARDAGH METAL PACKAGING S AAMPWF142,652$537,7990.01%
490STERIS PLCSTE2,201$533,8310.01%
491E L F BEAUTY INCELF4,877$531,7400.01%
492ISHARES TR4642878383,500$525,5440.01%
493WASTE CONNECTIONS INCWCN2,935$524,8380.01%
494SCHWAB STRATEGIC TR8085241027,886$524,5770.01%
495KRAFT HEINZ COKHC14,874$522,2340.01%
496NUVEEN MUNICIPAL CREDIT INCNU39,781$521,1320.01%
497INVESCO QUALITY MUN INCOME TIVZ49,570$517,5120.01%
498KEYSIGHT TECHNOLOGIES INCKEYS3,253$517,0010.01%
499VANGUARD BD INDEX FDS9219378276,552$515,5970.01%
500SCHWAB STRATEGIC TR80852485410,086$510,3520.01%