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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 Q4 2024 · Filed January 17, 2025 · Accession 0001951757-25-000061

Total Value
$4.35B
Positions
748
Other Managers
16
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1KLA CORPKLAC896,177$564.7M13.21%
2APPLE INCAAPL669,967$167.8M3.92%
3ISHARES TR464287200272,295$160.3M3.75%
4SPDR SER TR78468R6631,360,180$124.4M2.91%
5MICROSOFT CORPMSFT268,885$113.3M2.65%
6AMAZON COM INCAMZN408,543$89.6M2.10%
7INVESCO EXCHANGE TRADED FD TIVZ400,794$70.2M1.64%
8NVIDIA CORPORATIONNVDA476,482$64.0M1.50%
9META PLATFORMS INCMETA100,814$59.0M1.38%
10BROADCOM INCAVGO245,353$56.9M1.33%
11COSTCO WHSL CORP NEW22160K10556,011$51.3M1.20%
12ALPHABET INCGOOG245,325$46.4M1.09%
13JPMORGAN CHASE & CO.VYLD191,307$45.9M1.07%
14ELI LILLY & COLLY56,149$43.3M1.01%
15SPDR S&P 500 ETF TRSPY73,670$43.2M1.01%
16ISHARES TR464287655194,556$43.0M1.01%
17ISHARES TR464287499465,545$41.2M0.96%
18SELECT SECTOR SPDR TR81369Y605790,129$38.2M0.89%
19NETFLIX INCNFLX42,154$37.6M0.88%
20VISA INCV118,694$37.5M0.88%
21ISHARES TR4642886871,162,173$36.5M0.85%
22SPDR SER TR78468R853809,277$36.4M0.85%
23ALPHABET INCGOOG176,973$33.7M0.79%
24BERKSHIRE HATHAWAY INC DELBRK-A72,448$32.8M0.77%
25INVESCO QQQ TRIVZ62,722$32.1M0.75%
26VANGUARD STAR FDS921909768534,676$31.5M0.74%
27SELECT SECTOR SPDR TR81369Y803135,260$31.5M0.74%
28VANGUARD INDEX FDS922908744182,270$30.9M0.72%
29ISHARES TR464287176288,414$30.7M0.72%
30PROGRESSIVE CORP743315103126,270$30.3M0.71%
31ISHARES TR464288638578,492$29.8M0.70%
32HOME DEPOT INCHD76,391$29.7M0.70%
33ISHARES TR464287101100,780$29.1M0.68%
34ISHARES TR464287226290,612$28.2M0.66%
35ISHARES TR464287457333,464$27.3M0.64%
36GALLAGHER ARTHUR J & CO36357610990,613$25.7M0.60%
37SPDR SER TR78464A508489,827$25.0M0.59%
38EXXON MOBIL CORPXOM232,080$25.0M0.58%
39ISHARES TR464288646468,304$24.2M0.57%
40VANGUARD INDEX FDS92290873658,176$23.9M0.56%
41ORACLE CORPORCL-PD133,839$22.3M0.52%
42SCHWAB STRATEGIC TR808524797815,641$22.3M0.52%
43VANGUARD INDEX FDS92290853877,100$19.6M0.46%
44PENTAIR PLCPNR188,857$19.0M0.44%
45SPDR SER TR78464A409214,245$18.8M0.44%
46SALESFORCE INCCRM55,745$18.6M0.44%
47BLACKROCK INCBLK18,068$18.5M0.43%
48ISHARES TR464288588201,003$18.4M0.43%
49ABBOTT LABSABLZF157,666$17.8M0.42%
50PROCTER AND GAMBLE CO742718109103,910$17.4M0.41%
51JOHNSON & JOHNSONJNJ119,473$17.3M0.40%
52CINTAS CORPCTAS92,603$16.9M0.40%
53FERRARI N VRACE39,065$16.6M0.39%
54EATON CORP PLCETN49,436$16.4M0.38%
55ISHARES GOLD TRIAU326,120$16.1M0.38%
56OREILLY AUTOMOTIVE INC67103H10713,300$15.8M0.37%
57ISHARES TR46428761439,171$15.7M0.37%
58ISHARES TR464287804135,834$15.7M0.37%
59ROYAL CARIBBEAN GROUPV7780T10366,027$15.2M0.36%
60VANGUARD INDEX FDS92290876951,216$14.8M0.35%
61J P MORGAN EXCHANGE TRADED F46641Q837294,311$14.8M0.35%
62BRISTOL-MYERS SQUIBB COCELG-RI260,293$14.7M0.34%
63SELECT SECTOR SPDR TR81369Y852150,583$14.6M0.34%
64SERVICENOW INCNOW13,634$14.5M0.34%
65WASTE MGMT INC DEL94106L10971,595$14.4M0.34%
66ZOETIS INCZTS86,982$14.2M0.33%
67TJX COS INC NEW872540109117,082$14.1M0.33%
68UNITEDHEALTH GROUP INCUNH27,908$14.1M0.33%
69SELECT SECTOR SPDR TR81369Y100167,726$14.1M0.33%
70CATERPILLAR INCCAT38,581$14.0M0.33%
71SOUTHERN COSOMN168,809$13.9M0.33%
72VANGUARD SPECIALIZED FUNDS92190884470,354$13.8M0.32%
73CUMMINS INCCMI39,485$13.8M0.32%
74BANK NEW YORK MELLON CORP064058100174,637$13.4M0.31%
75ACCENTURE PLC IRELANDACN38,087$13.4M0.31%
76SELECT SECTOR SPDR TR81369Y506151,898$13.0M0.30%
77VANGUARD WORLD FD92204A50451,151$13.0M0.30%
78SELECT SECTOR SPDR TR81369Y20992,939$12.8M0.30%
79CISCO SYS INCCSCO213,590$12.6M0.30%
80SPDR SER TR78468R788292,020$12.6M0.30%
81PEPSICO INCPEP81,536$12.4M0.29%
82DEERE & CODE27,338$11.6M0.27%
83VANGUARD INTL EQUITY INDEX F922042775197,784$11.4M0.27%
84CHEVRON CORP NEWCVX77,596$11.2M0.26%
85BANK AMERICA CORP060505104252,901$11.1M0.26%
86ISHARES TR464288158105,366$11.1M0.26%
87MCDONALDS CORPMCD37,430$10.9M0.25%
88ISHARES TR464288414100,591$10.7M0.25%
89NEXTERA ENERGY INCNEE-PW149,354$10.7M0.25%
90VANGUARD SCOTTSDALE FDS92206C706181,666$10.5M0.25%
91VANGUARD INDEX FDS92290865254,741$10.4M0.24%
92INTERNATIONAL BUSINESS MACHSINTR46,071$10.1M0.24%
93ARISTA NETWORKS INCANET89,432$9.9M0.23%
94STRYKER CORPORATIONSYK27,065$9.7M0.23%
95DISNEY WALT CO25468710687,196$9.7M0.23%
96VANGUARD INDEX FDS92290836317,990$9.7M0.23%
97AMGEN INCAMGN35,966$9.4M0.22%
98APPLOVIN CORPAPP28,864$9.3M0.22%
99SELECT SECTOR SPDR TR81369Y70470,671$9.3M0.22%
100T-MOBILE US INCTMUSZ42,020$9.3M0.22%
101AMERICAN CENTY ETF TR025072398212,965$9.2M0.22%
102GOLDMAN SACHS GROUP INCGSCE16,053$9.2M0.21%
103CENCORA INCCOR40,169$9.0M0.21%
104AMERICAN CENTY ETF TR02507287793,402$9.0M0.21%
105CAPITAL ONE FINL CORP14040H10548,517$8.7M0.20%
106SELECT SECTOR SPDR TR81369Y886108,403$8.2M0.19%
107SCHWAB STRATEGIC TR808524862337,790$8.1M0.19%
108AMERICAN CENTY ETF TR02507230780,937$8.1M0.19%
109VANGUARD INDEX FDS92290862930,537$8.1M0.19%
110WILLIS TOWERS WATSON PLC LTDWTW25,124$7.9M0.18%
111CHUBB LIMITEDCB28,399$7.8M0.18%
112COMCAST CORP NEWCCZ205,341$7.7M0.18%
113PFIZER INCPFE288,638$7.7M0.18%
114SPDR INDEX SHS FDS78463X889224,328$7.7M0.18%
115GENERAC HLDGS INCGNRC48,998$7.6M0.18%
116ADOBE INCADBE16,715$7.4M0.17%
117KINDER MORGAN INC DELEP-PC270,980$7.4M0.17%
118HONEYWELL INTL INC43851610632,666$7.4M0.17%
119ABBVIE INCABBV40,871$7.3M0.17%
120TESLA INCTSLA17,959$7.3M0.17%
121ISHARES TR464288810120,923$7.1M0.17%
122PALO ALTO NETWORKS INCPANW37,933$6.9M0.16%
123SPDR S&P MIDCAP 400 ETF TRMDY11,960$6.8M0.16%
124MASTERCARD INCORPORATEDMA12,778$6.7M0.16%
125TRUIST FINL CORP89832Q109151,371$6.6M0.15%
126WALMART INCWMT72,260$6.5M0.15%
127VERIZON COMMUNICATIONS INCVZ159,034$6.4M0.15%
128BLACKSTONE INCBX36,714$6.3M0.15%
129SELECT SECTOR SPDR TR81369Y40728,198$6.3M0.15%
130ISHARES TR46429B69770,341$6.2M0.15%
131EQUINIX INCEQIX6,621$6.2M0.15%
132CONOCOPHILLIPSCOP62,701$6.2M0.15%
133BOSTON SCIENTIFIC CORPBSX68,019$6.1M0.14%
134QUANTA SVCS INC74762E10219,167$6.1M0.14%
135ROPER TECHNOLOGIES INCROP11,343$5.9M0.14%
136SCHWAB STRATEGIC TR808524300209,308$5.8M0.14%
137COCA COLA COKO93,694$5.8M0.14%
138PHILLIPS 66PSX50,486$5.8M0.13%
139ISHARES TR46428770545,899$5.7M0.13%
140ASTERA LABS INCALAB43,110$5.7M0.13%
141GARTNER INCIT11,776$5.7M0.13%
142SPDR GOLD TRGLD23,339$5.7M0.13%
143ISHARES TR46428750790,443$5.6M0.13%
144BECTON DICKINSON & COBDX24,711$5.6M0.13%
145L3HARRIS TECHNOLOGIES INCLHX26,602$5.6M0.13%
146ARK 21SHARES BITCOIN ETFARKB58,723$5.5M0.13%
147HERSHEY COHSY32,010$5.4M0.13%
148AMERICAN ELEC PWR CO INC02553710158,391$5.4M0.13%
149QUALCOMM INCQCOM34,929$5.4M0.13%
150VANECK ETF TRUST92189F387237,625$5.3M0.12%
151INVESCO EXCHANGE TRADED FD TIVZ80,001$5.3M0.12%
152STARBUCKS CORPSBUX55,886$5.1M0.12%
153ISHARES TR46428715039,276$5.1M0.12%
154CBOE GLOBAL MKTS INC12503M10825,783$5.0M0.12%
155SEMPRASREA57,310$5.0M0.12%
156AMERICAN EXPRESS COAXP16,355$4.9M0.11%
157VANGUARD INDEX FDS92290851229,926$4.8M0.11%
158PALANTIR TECHNOLOGIES INCPLTR63,907$4.8M0.11%
159NUVEEN NEW YORK AMT QLT MUNINU457,701$4.8M0.11%
160ISHARES TR46428986782,687$4.7M0.11%
161VANGUARD WORLD FD92204A87628,695$4.7M0.11%
162INTUITIVE SURGICAL INCISRG8,952$4.7M0.11%
163INGERSOLL RAND INCIR49,405$4.5M0.10%
164GLOBAL PMTS INC37940X10239,844$4.5M0.10%
165SPDR SER TR78464A30050,499$4.4M0.10%
166SCHWAB STRATEGIC TR808524409167,412$4.4M0.10%
167INVESCO QQQ TRIVZ8,400$4.3M0.10%
168REPUBLIC SVCS INC76075910021,289$4.3M0.10%
169SELECT SECTOR SPDR TR81369Y30853,599$4.2M0.10%
170SCHWAB STRATEGIC TR808524201179,963$4.2M0.10%
171GILEAD SCIENCES INCGILD45,013$4.2M0.10%
172CANADIAN NAT RES LTD136385101133,429$4.1M0.10%
173EASTMAN CHEM COEMN44,675$4.1M0.10%
174GENERAL MTRS CO37045V10076,175$4.1M0.09%
175MEDTRONIC PLCMDT50,387$4.0M0.09%
176NUVEEN QUALITY MUNCP INCOMENU337,999$3.9M0.09%
177MERCK & CO INCMRK39,597$3.9M0.09%
178VANGUARD WORLD FD92204A7026,314$3.9M0.09%
179SPDR SER TR78464A20143,294$3.9M0.09%
180VANGUARD INDEX FDS92290855343,878$3.9M0.09%
181MCCORMICK & CO INCMKC-V50,873$3.9M0.09%
182DIAGEO PLCDGEAF29,695$3.8M0.09%
183ARCHER DANIELS MIDLAND COADM74,083$3.7M0.09%
184RTX CORPORATIONRTX32,289$3.7M0.09%
185SNOWFLAKE INCSNOW24,150$3.7M0.09%
186LOCKHEED MARTIN CORPLMT7,590$3.7M0.09%
187VERTIV HOLDINGS COVRT32,031$3.6M0.09%
188SPDR SER TR78464A84764,984$3.6M0.08%
189GRAINGER W W INC3848021043,287$3.5M0.08%
190TAIWAN SEMICONDUCTOR MFG LTD87403910017,357$3.4M0.08%
191SIMPLIFY EXCHANGE TRADED FUN82889N52568,930$3.4M0.08%
192ISHARES TR46428762210,571$3.4M0.08%
193NUVEEN AMT FREE QLTY MUN INCNU300,060$3.4M0.08%
194UNION PAC CORPUNP14,809$3.4M0.08%
195VANGUARD INDEX FDS92290875113,990$3.4M0.08%
196FREEPORT-MCMORAN INCFCX88,156$3.4M0.08%
197EATON VANCE MUN BD FDETN317,015$3.3M0.08%
198MARATHON PETE CORPMARA23,454$3.3M0.08%
199THERMO FISHER SCIENTIFIC INCTMO6,285$3.3M0.08%
200REALTY INCOME CORPO60,107$3.2M0.08%
201SPDR SER TR78468R73967,500$3.2M0.07%
202VANGUARD WORLD FD92204A88420,596$3.2M0.07%
203UNILEVER PLCUNLYF56,138$3.2M0.07%
204THE TRADE DESK INC88339J10526,930$3.2M0.07%
205ISHARES TR46432F33917,427$3.1M0.07%
206UBER TECHNOLOGIES INCUBER51,060$3.1M0.07%
207CAVA GROUP INCCAVA27,130$3.1M0.07%
208APPLE HOSPITALITY REIT INCAPLE198,169$3.0M0.07%
209DOMINION ENERGY INCD56,323$3.0M0.07%
210MICROSTRATEGY INCSTRK10,444$3.0M0.07%
211AFLAC INCAFL29,095$3.0M0.07%
212NIKE INCNKE39,765$3.0M0.07%
213BLACKROCK MUNICIPAL INCOMEBLK246,200$3.0M0.07%
214VERTEX PHARMACEUTICALS INCVRTX7,408$3.0M0.07%
215SCHWAB CHARLES CORPSCHW-PJ39,927$3.0M0.07%
216SCHWAB STRATEGIC TR808524805157,982$2.9M0.07%
217UNITED RENTALS INCURI4,144$2.9M0.07%
218RESMED INCRSMDF12,480$2.9M0.07%
219PHILIP MORRIS INTL INC71817210923,454$2.8M0.07%
220LOWES COS INC54866110711,435$2.8M0.07%
221AMPHENOL CORP NEW03209510139,923$2.8M0.06%
222KIMBERLY-CLARK CORPKMB21,022$2.8M0.06%
223AXON ENTERPRISE INCAXON4,634$2.8M0.06%
224FIRST TR EXCHANGE TRADED FD33734X19223,054$2.7M0.06%
225LULULEMON ATHLETICA INCLULU7,080$2.7M0.06%
226FISERV INCFISV12,989$2.7M0.06%
227MR COOPER GROUP INC62482R10727,695$2.7M0.06%
228SPROUTS FMRS MKT INC85208M10220,898$2.7M0.06%
229KLAVIYO INCKVYO63,256$2.6M0.06%
230INTEL CORPINTC129,045$2.6M0.06%
231INTUITINTU4,027$2.5M0.06%
232AMERICAN TOWER CORP NEW03027X10013,756$2.5M0.06%
233SPDR SER TR78464A85436,466$2.5M0.06%
234SELECT SECTOR SPDR TR81369Y86061,502$2.5M0.06%
235ISHARES BITCOIN TRUST ETFIBIT46,442$2.5M0.06%
236DUKE ENERGY CORP NEWDUKB22,309$2.4M0.06%
237NUVEEN CA QUALTY MUN INCOMENU210,407$2.4M0.06%
238NORTHROP GRUMMAN CORPNOC5,016$2.4M0.06%
239PRINCIPAL FINANCIAL GROUP INPFG30,270$2.3M0.05%
240ISHARES TR46428716817,762$2.3M0.05%
241MSCI INCMSCI3,875$2.3M0.05%
242ISHARES TR4642876487,899$2.3M0.05%
243KNIFE RIVER CORPKNF22,174$2.3M0.05%
244ISHARES TR4642876896,732$2.3M0.05%
245SCHWAB STRATEGIC TR80852450881,150$2.2M0.05%
246MONDELEZ INTL INC60920710536,725$2.2M0.05%
247ALLSTATE CORPALL-PJ11,382$2.2M0.05%
248ISHARES TR46428759811,874$2.2M0.05%
249SCHWAB STRATEGIC TR80852460784,599$2.2M0.05%
250MARRIOTT INTL INC NEW5719032027,720$2.2M0.05%
251ISHARES TR46428734156,213$2.1M0.05%
252ISHARES TR46428755616,230$2.1M0.05%
253BLACKROCK MUN INCOME TRBLK214,768$2.1M0.05%
2543M COMMM16,312$2.1M0.05%
255US BANCORP DELUSB-PS43,370$2.1M0.05%
256NOVO-NORDISK A SNONOF23,984$2.1M0.05%
257BERRY GLOBAL GROUP INC08579W10331,826$2.1M0.05%
258TE CONNECTIVITY PLCTEL14,347$2.1M0.05%
259TEMPUS AI INCTEM60,668$2.0M0.05%
260TEXAS INSTRS INC88250810410,757$2.0M0.05%
261VANGUARD BD INDEX FDS92193783527,998$2.0M0.05%
262DOCUSIGN INCDOCU22,368$2.0M0.05%
263KKR & CO INCKKRT13,582$2.0M0.05%
264BLACKROCK MUNIHLDNGS CALI QLBLK186,176$2.0M0.05%
265GEN DIGITAL INCGENVR71,405$2.0M0.05%
266GLACIER BANCORP INC NEWGBCI38,919$2.0M0.05%
267CLOROX CO DELCLX11,896$1.9M0.05%
268PRUDENTIAL FINL INCPUKPF16,160$1.9M0.04%
269NORFOLK SOUTHN CORP6558441088,161$1.9M0.04%
270TRAVELERS COMPANIES INCTRV7,951$1.9M0.04%
271ANALOG DEVICES INCADI8,894$1.9M0.04%
272SPROTT PHYSICAL GOLD TRSII93,249$1.9M0.04%
273SYSCO CORPSYY24,496$1.9M0.04%
274ARM HOLDINGS PLC04206820514,963$1.8M0.04%
275MICRON TECHNOLOGY INCMU21,923$1.8M0.04%
276AA MISSION ACQUISITION CORPYCY-WT180,125$1.8M0.04%
277PAYCHEX INCPAYX12,920$1.8M0.04%
278INVESCO MUNICIPAL TRUSTVKQ183,546$1.8M0.04%
279MERCADOLIBRE INCMELI1,052$1.8M0.04%
280CORNING INCGLW37,004$1.8M0.04%
281BLACKROCK UTILS INFRASTRUCTUBLK74,980$1.8M0.04%
282VANGUARD INTL EQUITY INDEX F92204285839,872$1.8M0.04%
283VENTAS INCVTR29,475$1.7M0.04%
284CAMECO CORPCCJ33,725$1.7M0.04%
285SEA LTDSE16,116$1.7M0.04%
286VANGUARD WHITEHALL FDS92194640613,371$1.7M0.04%
287BLACKROCK MUNIVEST FD INCBLK237,645$1.7M0.04%
288CACI INTL INC1271903044,013$1.6M0.04%
289DANAHER CORPORATION2358511027,042$1.6M0.04%
290Q2 HLDGS INCQTWO16,030$1.6M0.04%
291ISHARES INC46428653327,007$1.6M0.04%
292LINDE PLCLIN3,740$1.6M0.04%
293XCEL ENERGY INCXELLL23,130$1.6M0.04%
294MARVELL TECHNOLOGY INCMRVL14,100$1.6M0.04%
295BLACKROCK MUNIHOLDINGS FD INBLK133,200$1.6M0.04%
296AT&T INCT-PC67,444$1.5M0.04%
297ISHARES TR46428729117,969$1.5M0.04%
298CORCEPT THERAPEUTICS INCCORT30,200$1.5M0.04%
299CARRIER GLOBAL CORPORATIONCARR22,235$1.5M0.04%
300JANUS DETROIT STR TR47103U88630,966$1.5M0.04%
301VANGUARD INDEX FDS9229086375,597$1.5M0.04%
302GARMIN LTDGRMN7,279$1.5M0.04%
303PENNYMAC FINL SVCS INC NEW70932M10714,578$1.5M0.03%
304GE AEROSPACE3696043018,924$1.5M0.03%
305CHIPOTLE MEXICAN GRILL INCCMG24,680$1.5M0.03%
306XPO INCXPO11,268$1.5M0.03%
307VEEVA SYS INCVEEV6,998$1.5M0.03%
308MOTOROLA SOLUTIONS INCMSI3,160$1.5M0.03%
309BLACKROCK MUN TARGET TERM TRBLK70,900$1.5M0.03%
310BOEING COBA-PA8,222$1.5M0.03%
311ARROW ELECTRS INC04273510012,731$1.4M0.03%
312VALERO ENERGY CORPVLO11,727$1.4M0.03%
313SCHWAB STRATEGIC TR80852470651,545$1.4M0.03%
314CITIGROUP INCC-PR19,417$1.4M0.03%
315MDU RES GROUP INC55269010974,713$1.4M0.03%
316PACKAGING CORP AMER6951561095,928$1.3M0.03%
317MORGAN STANLEYMS-PQ10,575$1.3M0.03%
318UNITED PARCEL SERVICE INCUPS10,490$1.3M0.03%
319ISHARES TR4642877218,175$1.3M0.03%
320SPDR SER TR78468R52313,038$1.3M0.03%
321NXP SEMICONDUCTORS N VNXPI6,158$1.3M0.03%
322GENERAL DYNAMICS CORPGD4,836$1.3M0.03%
323CVS HEALTH CORPCVS28,207$1.3M0.03%
324SPDR SER TR78464A7639,476$1.3M0.03%
325CONSOLIDATED EDISON INCED13,999$1.2M0.03%
326FTI CONSULTING INCFCN6,521$1.2M0.03%
327KYNDRYL HLDGS INCKD35,281$1.2M0.03%
328EVERUS CONSTR GROUPEVEX-WT18,536$1.2M0.03%
329WELLS FARGO CO NEW94974610117,338$1.2M0.03%
330GLOBAL X FDS37954Y38437,521$1.2M0.03%
331CARMAX INCKMX14,720$1.2M0.03%
332FACTSET RESH SYS INC3030751052,498$1.2M0.03%
333ULTA BEAUTY INCULTA2,726$1.2M0.03%
334ITT INCITT8,245$1.2M0.03%
335ISHARES TR46428888511,955$1.2M0.03%
336WILLIAMS COS INC96945710020,830$1.1M0.03%
337AMPLIFY ETF TR03210866415,127$1.1M0.03%
338GXO LOGISTICS INCORPORATEDGXO25,765$1.1M0.03%
339TARGET CORPTGT8,134$1.1M0.03%
340ELECTRONIC ARTS INCEA7,504$1.1M0.03%
341LAM RESEARCH CORPLRCX15,153$1.1M0.03%
342BXP INCBXP14,638$1.1M0.03%
343KINETIK HOLDINGS INCKNTK19,170$1.1M0.03%
344AMER SPORTS INCAS38,732$1.1M0.03%
345ECOLAB INCECL4,607$1.1M0.03%
346MATERION CORPMTRN10,910$1.1M0.03%
347INVESCO TR INVT GRADE MUNSIVZ105,500$1.1M0.02%
348ISHARES TR46428744011,464$1.1M0.02%
349CONAGRA BRANDS INCCAG38,045$1.1M0.02%
350ISHARES TR46428851313,396$1.1M0.02%
351TRIPADVISOR INCTRIP71,325$1.1M0.02%
352NEUBERGER BERMAN NEXT GENERANBXG82,396$1.0M0.02%
353WORKDAY INCWDAY4,051$1.0M0.02%
354PROLOGIS INC.PLDGP9,839$1.0M0.02%
355HCM II ACQUISITION CORPG43658106103,450$1.0M0.02%
356PATTERSON COS INC70339510333,427$1.0M0.02%
357GRAYSCALE BITCOIN TRUST ETFGBTC13,931$1.0M0.02%
358APPLIED MATLS INC0382221056,339$1.0M0.02%
359SPOTIFY TECHNOLOGY S ASPOT2,291$1.0M0.02%
360FIDELITY COVINGTON TRUST31609260015,651$1.0M0.02%
361DIMENSIONAL ETF TRUST25434V60918,311$1.0M0.02%
362ZIMMER BIOMET HOLDINGS INCZBH9,620$1.0M0.02%
363ISHARES TR46428756416,853$1.0M0.02%
364LAMAR ADVERTISING CO NEWLAMR8,335$1.0M0.02%
365J P MORGAN EXCHANGE TRADED F46641Q33217,215$990,3790.02%
366ILLINOIS TOOL WKS INC4523081093,900$989,0070.02%
367TSS INC DELTSSI83,330$988,2940.02%
368EMERSON ELEC COEMR7,971$987,8320.02%
369PACCAR INCPCAR9,171$980,2300.02%
370REGENERON PHARMACEUTICALSREGN1,366$973,0440.02%
371NUVEEN NASDAQ 100 DYNAMIC OV67069910735,950$972,4480.02%
372CANADIAN PACIFIC KANSAS CITYCP13,266$960,0650.02%
373FIDELITY COVINGTON TRUST3160928085,177$957,1240.02%
374AON PLCAON2,662$956,0850.02%
375AUTOMATIC DATA PROCESSING INADP3,258$953,7560.02%
376SCHLUMBERGER LTDSLB24,661$945,5290.02%
377VANGUARD TAX-MANAGED FDS92194385819,770$945,3910.02%
378TASEKO MINES LTDTGB480,777$932,7080.02%
379ISHARES TR46428877818,484$930,8550.02%
380SHOPIFY INCSHOP8,731$928,3680.02%
381TOWER SEMICONDUCTOR LTDTSEM17,866$920,2780.02%
382PBF ENERGY INCPBF34,642$919,7460.02%
383STANLEY BLACK & DECKER INCSWK11,439$918,4380.02%
384HENRY SCHEIN INCHSIC13,105$906,8660.02%
385CARGURUS INCCARG24,675$901,6250.02%
386MCKESSON CORPMCK1,582$901,5430.02%
387WARBY PARKER INCWRBY36,964$894,9000.02%
388AUTOZONE INCAZO276$883,7520.02%
389COHEN & STEERS INFRASTRUCTUR19248A10935,839$861,5730.02%
390ONEOK INC NEWOKE8,510$854,4050.02%
391SABRA HEALTH CARE REIT INCSBRA49,316$854,1540.02%
392GABELLI DIVID & INCOME TR36242H10435,363$854,0170.02%
393WESTERN ASST INFLTN LKD INM95766Q106106,468$851,7440.02%
394ZOOM COMMUNICATIONS INCZM10,408$849,3970.02%
395WHEATON PRECIOUS METALS CORPWPM15,053$846,5810.02%
396ISHARES TR46429B65516,621$845,6770.02%
397HP INCHPQ25,102$819,0930.02%
398FIDELITY NATL INFORMATION SV31620M10610,130$818,2400.02%
399BLACKROCK MUNI INCOME TR IIBLK76,683$805,9390.02%
400ISHARES TR4642873097,935$805,6760.02%
401EASTERLY GOVT PPTYS INC27616P10370,909$805,5270.02%
402FIDELITY COVINGTON TRUST31609A50324,400$801,5490.02%
403PNC FINL SVCS GROUP INC6934751054,154$801,1000.02%
404SAP SESAPGF3,229$795,0130.02%
405COLGATE PALMOLIVE COCL8,714$792,1910.02%
406JETBLUE AWYS CORP477143101100,187$787,4700.02%
407ANGEL OAK FINL STRATEGIES IN03464A10061,850$785,4950.02%
408BLACKROCK ENHANCED INTL DIVBLK147,715$784,3670.02%
409CAPITAL GROUP CORE BALANCED14021D10725,060$783,6230.02%
410ABRDN TOTAL DYNAMIC DIVIDENDAOD93,125$783,1820.02%
411WHIRLPOOL CORPWHR-PA6,811$779,7240.02%
412HERCULES CAPITAL INCHCXY38,727$778,0260.02%
413SHERWIN WILLIAMS COSHW2,279$774,8550.02%
414ENBRIDGE INCENNPF18,254$774,5060.02%
415GOLDEN OCEAN GROUP LTDNVGLF85,935$769,9780.02%
416AGILENT TECHNOLOGIES INCA5,696$765,2020.02%
417VANGUARD INTL EQUITY INDEX F92204286610,761$764,4570.02%
418MARSH & MCLENNAN COS INC5717481023,590$762,5370.02%
419CADENCE DESIGN SYSTEM INCCDNS2,522$757,7610.02%
420AIRBNB INCABNB5,694$748,2490.02%
421INTERCONTINENTAL EXCHANGE IN45866F1045,019$747,8830.02%
422SKYWORKS SOLUTIONS INCSWKS8,421$746,7750.02%
423ALBANY INTL CORP0123481089,313$744,7610.02%
424NEXTERA ENERGY INCNEE-PW18,150$742,6980.02%
425ORGANON & COOGN49,758$742,3900.02%
426VANGUARD INTL EQUITY INDEX F9220427426,293$739,3020.02%
427VANGUARD SCOTTSDALE FDS92206C10212,653$736,1520.02%
428DOW INCDOW18,230$731,5710.02%
429INVESCO EXCH TRADED FD TR IIIVZ3,464$729,0760.02%
430ASTRAZENECA PLCAZN10,957$717,8940.02%
431VANGUARD WELLINGTON FD9219358707,100$711,7750.02%
432BNY MELLON MUN INCOME INC05589T104100,126$710,8950.02%
433IDEXX LABS INC45168D1041,706$705,3300.02%
434EVEREST GROUP LTDEG1,945$704,9850.02%
435DIMENSIONAL ETF TRUST25434V72417,010$696,0500.02%
436IB ACQUISITION CORPIBACR68,200$690,5250.02%
437J P MORGAN EXCHANGE TRADED F46641Q65413,615$690,4170.02%
438MCGRATH RENTCORPMGRC6,131$685,5690.02%
439ISHARES TR46432F3963,298$682,4230.02%
440BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.02%
441BLACKROCK ENHANCED GLOBAL DIBLK62,863$677,0350.02%
442WEST PHARMACEUTICAL SVSC INC9553061052,063$675,7570.02%
443ARES MANAGEMENT CORPORATIONARES-PB3,814$675,1940.02%
444TERADYNE INCTER5,355$674,3020.02%
445PARKER-HANNIFIN CORPPH1,054$670,0720.02%
446ISHARES U S ETF TR46431W50713,181$665,6410.02%
447ASML HOLDING N VASMLF960$665,3570.02%
448EATON VANCE TX ADV GLBL DIVETN35,850$653,5460.02%
449INNOVATOR ETFS TRUSTINHD16,488$652,3710.02%
450NNN REIT INCNNN15,942$651,2310.02%
451FIRST INTST BANCSYSTEM INC32055Y20120,007$649,6140.02%
452FS KKR CAP CORPFSK29,873$648,8420.02%
453COMPASS DIVERSIFIEDCODI-PC27,944$644,9480.02%
454FIDELITY COVINGTON TRUST31609230313,045$644,8150.02%
455NABORS ENERGY TRANSITION CORG6363K10659,375$641,2500.01%
456HAYMAKER ACQUISITION CORP IVG4375F10859,400$639,7380.01%
457ADVANCED MICRO DEVICES INCAMD5,294$639,4630.01%
458WEC ENERGY GROUP INCWEC6,767$636,3690.01%
459ISHARES TR46434V73811,785$636,1550.01%
460ALTRIA GROUP INCMO12,075$631,7580.01%
461EATON VANCE TAX-MANAGED GLOBETN77,230$630,9700.01%
462DEVON ENERGY CORP NEW25179M10319,230$629,3980.01%
463DYNATRACE INCDT11,499$624,9720.01%
464POSTAL REALTY TRUST INCPSTL47,658$621,9370.01%
465NOVARTIS AGNVSEF6,345$617,4330.01%
466CME GROUP INCCME2,658$617,2420.01%
467COLUMBIA BKG SYS INC19723610222,758$614,6950.01%
468CLEARWAY ENERGY INCCWEN-A25,045$612,3510.01%
469ALLETE INC0185223009,363$606,7310.01%
470INVESCO EXCHANGE TRADED FD TIVZ9,070$603,4150.01%
471BLACKROCK SCIENCE & TECHNOLOBLK29,119$603,0550.01%
472MONOLITHIC PWR SYS INC6098391051,017$601,7600.01%
473BITWISE BITCOIN ETF TRBITB11,787$599,3690.01%
474ARCH CAP GROUP LTDG0450A1056,459$596,4890.01%
475APTIV PLCAPTV9,849$595,6680.01%
476KEURIG DR PEPPER INCKDP18,478$593,5140.01%
477ROCKWELL AUTOMATION INCROK2,019$577,0110.01%
478DUOLINGO INCDUOL1,768$573,2400.01%
479ISHARES SILVER TRSLV21,473$565,3850.01%
480VERALTO CORPVLTO5,545$564,7600.01%
481ICICI BANK LIMITEDIBN18,829$562,2350.01%
482FLEX LNG LTDFLNG24,441$560,6770.01%
483GOLDMAN SACHS ETF TRNVGLF11,150$559,8420.01%
484SSGA ACTIVE ETF TR78467V60813,353$557,2230.01%
485ISHARES TR4642876303,358$551,2840.01%
486KEYSIGHT TECHNOLOGIES INCKEYS3,431$551,1220.01%
487VERISK ANALYTICS INCVRSK1,986$547,0050.01%
488VIATRIS INCVTRS43,862$546,0830.01%
489CLEVELAND-CLIFFS INC NEWCLF57,882$544,0910.01%
490ISHARES TR46434VBD121,680$543,0840.01%
491GODADDY INCGDDY2,744$541,5840.01%
492WESTERN UN COWU50,881$539,3390.01%
493PRIMORIS SVCS CORP74164F1037,053$538,8500.01%
494CROWN CASTLE INCCCI5,929$538,0820.01%
495ATLASSIAN CORPORATIONTEAM2,205$536,6540.01%
496MONDAY COM LTDMNDY2,256$531,1540.01%
497SPROTT PHYSICAL GOLD & SILVESII21,986$522,3880.01%
498ALKAMI TECHNOLOGY INCALKT14,116$517,7750.01%
499VANGUARD BD INDEX FDS9219378196,902$515,7870.01%
500BLACKROCK ESG CAP ALLC TERMBLK31,445$515,6980.01%