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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 Q1 2025 · Filed May 2, 2025 · Accession 0001951757-25-000489

Total Value
$4.28B
Positions
749
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1KLA CORPKLAC878,017$596.9M14.21%
2SPDR SER TR78468R6631,846,887$169.4M4.03%
3ISHARES TR464287200272,580$153.2M3.65%
4APPLE INCAAPL668,030$148.4M3.53%
5MICROSOFT CORPMSFT220,064$82.6M1.97%
6AMAZON COM INCAMZN413,035$78.6M1.87%
7INVESCO EXCHANGE TRADED FD TIVZ411,880$71.3M1.70%
8JPMORGAN CHASE & CO.VYLD256,455$62.9M1.50%
9META PLATFORMS INCMETA99,897$57.6M1.37%
10COSTCO WHSL CORP NEW22160K10556,120$53.1M1.26%
11BERKSHIRE HATHAWAY INC DELBRK-A95,880$51.1M1.22%
12SPDR S&P 500 ETF TRSPY75,523$42.2M1.01%
13VISA INCV120,451$42.2M1.01%
14NVIDIA CORPORATIONNVDA370,045$40.1M0.95%
15BROADCOM INCAVGO238,332$39.9M0.95%
16SELECT SECTOR SPDR TR81369Y605780,002$38.9M0.93%
17ISHARES TR464287499451,878$38.4M0.92%
18ISHARES TR464287655190,013$37.9M0.90%
19NETFLIX INCNFLX39,168$36.5M0.87%
20SPDR SER TR78468R853892,073$36.4M0.87%
21PROGRESSIVE CORP743315103127,658$36.1M0.86%
22VANGUARD STAR FDS921909768550,520$34.2M0.81%
23ISHARES TR4642886871,100,612$33.8M0.81%
24ELI LILLY & COLLY39,974$33.0M0.79%
25GALLAGHER ARTHUR J & CO36357610994,196$32.5M0.77%
26ISHARES TR464288638615,254$32.3M0.77%
27INVESCO QQQ TRIVZ68,144$32.0M0.76%
28ISHARES TR464287176282,204$31.4M0.75%
29ALPHABET INCGOOG195,284$30.2M0.72%
30SPDR INDEX SHS FDS78463X889805,763$29.3M0.70%
31ISHARES TR464287226295,123$29.2M0.70%
32VANGUARD INDEX FDS922908744165,761$28.6M0.68%
33SELECT SECTOR SPDR TR81369Y803134,178$27.7M0.66%
34ISHARES TR464288646514,694$27.0M0.64%
35EXXON MOBIL CORPXOM224,582$26.7M0.64%
36ALPHABET INCGOOG169,630$26.5M0.63%
37BOSTON SCIENTIFIC CORPBSX232,965$23.5M0.56%
38SPDR SER TR78464A508456,800$23.3M0.56%
39OREILLY AUTOMOTIVE INC67103H10715,748$22.6M0.54%
40ABBOTT LABSABLZF166,966$22.1M0.53%
41ISHARES TR464287457261,424$21.6M0.51%
42SCHWAB STRATEGIC TR808524797772,812$21.6M0.51%
43ISHARES TR464288588217,054$20.4M0.48%
44ORACLE CORPORCL-PD141,163$19.7M0.47%
45VANGUARD INDEX FDS92290853879,805$19.5M0.46%
46ISHARES GOLD TRIAU330,973$19.5M0.46%
47VANGUARD INDEX FDS92290873651,734$19.2M0.46%
48JOHNSON & JOHNSONJNJ113,910$18.9M0.45%
49SPDR SER TR78464A409228,400$18.4M0.44%
50J P MORGAN EXCHANGE TRADED F46641Q837360,212$18.2M0.43%
51BRISTOL-MYERS SQUIBB COCELG-RI278,549$17.0M0.40%
52ISHARES TR46428710160,204$16.3M0.39%
53TJX COS INC NEW872540109132,136$16.1M0.38%
54BANK NEW YORK MELLON CORP064058100191,685$16.1M0.38%
55WASTE MGMT INC DEL94106L10969,158$16.0M0.38%
56SELECT SECTOR SPDR TR81369Y100175,859$15.1M0.36%
57CUMMINS INCCMI46,981$14.7M0.35%
58HOME DEPOT INCHD40,137$14.7M0.35%
59SELECT SECTOR SPDR TR81369Y20997,355$14.2M0.34%
60SELECT SECTOR SPDR TR81369Y506150,934$14.1M0.34%
61VANGUARD INDEX FDS92290876951,052$14.0M0.33%
62HOWMET AEROSPACE INCHWM105,647$13.7M0.33%
63SPDR SER TR78468R788309,340$13.7M0.33%
64VANGUARD SPECIALIZED FUNDS92190884469,758$13.5M0.32%
65ISHARES TR464287804128,491$13.4M0.32%
66VANGUARD WORLD FD92204A50450,667$13.4M0.32%
67PROCTER AND GAMBLE CO74271810978,284$13.3M0.32%
68ISHARES TR46428761436,616$13.2M0.31%
69CISCO SYS INCCSCO210,034$13.0M0.31%
70SOUTHERN COSOMN140,381$12.9M0.31%
71T-MOBILE US INCTMUSZ48,258$12.9M0.31%
72ISHARES TR464288158119,462$12.6M0.30%
73DEERE & CODE26,588$12.5M0.30%
74CHEVRON CORP NEWCVX74,452$12.5M0.30%
75AMGEN INCAMGN39,929$12.4M0.30%
76VANGUARD INTL EQUITY INDEX F922042775204,924$12.4M0.30%
77FAIR ISAAC CORPFICO6,464$11.9M0.28%
78CATERPILLAR INCCAT35,865$11.8M0.28%
79VANGUARD SCOTTSDALE FDS92206C706196,944$11.7M0.28%
80SPDR SER TR78464A847227,117$11.6M0.28%
81ACCENTURE PLC IRELANDACN37,208$11.6M0.28%
82INTUITIVE SURGICAL INCISRG23,026$11.4M0.27%
83ISHARES TR464288414104,634$11.0M0.26%
84MCDONALDS CORPMCD34,816$10.9M0.26%
85CENCORA INCCOR39,014$10.8M0.26%
86ZOETIS INCZTS65,541$10.8M0.26%
87STRYKER CORPORATIONSYK28,598$10.6M0.25%
88BANK AMERICA CORP060505104248,632$10.4M0.25%
89NEXTERA ENERGY INCNEE-PW144,116$10.2M0.24%
90PEPSICO INCPEP63,995$9.6M0.23%
91DISNEY WALT CO25468710695,387$9.4M0.22%
92SELECT SECTOR SPDR TR81369Y85296,201$9.3M0.22%
93ABBVIE INCABBV44,244$9.3M0.22%
94VANGUARD INDEX FDS92290836318,027$9.3M0.22%
95INTERNATIONAL BUSINESS MACHSINTR37,189$9.2M0.22%
96VANGUARD INDEX FDS92290865253,559$9.2M0.22%
97WALMART INCWMT103,701$9.1M0.22%
98SELECT SECTOR SPDR TR81369Y886115,123$9.1M0.22%
99SELECT SECTOR SPDR TR81369Y70469,197$9.1M0.22%
100ISHARES TR46428743297,345$8.9M0.21%
101UNITEDHEALTH GROUP INCUNH16,875$8.8M0.21%
102GOLDMAN SACHS GROUP INCGSCE15,854$8.7M0.21%
103CAPITAL ONE FINL CORP14040H10546,556$8.3M0.20%
104CHUBB LIMITEDCB27,558$8.3M0.20%
105WILLIS TOWERS WATSON PLC LTDWTW24,603$8.3M0.20%
106AMERICAN CENTY ETF TR02507287791,133$7.9M0.19%
107AMERICAN CENTY ETF TR025072398178,970$7.8M0.19%
108VANGUARD INDEX FDS92290862930,173$7.8M0.19%
109SCHWAB STRATEGIC TR808524862315,411$7.7M0.18%
110ADOBE INCADBE19,414$7.4M0.18%
111KINDER MORGAN INC DELEP-PC257,346$7.3M0.17%
112MASTERCARD INCORPORATEDMA13,296$7.3M0.17%
113CBOE GLOBAL MKTS INC12503M10831,902$7.2M0.17%
114PHILIP MORRIS INTL INC71817210945,313$7.2M0.17%
115SERVICENOW INCNOW9,004$7.2M0.17%
116PFIZER INCPFE276,726$7.0M0.17%
117VERIZON COMMUNICATIONS INCVZ152,671$6.9M0.16%
118GE AEROSPACE36960430134,409$6.9M0.16%
119COCA COLA COKO95,879$6.9M0.16%
120COMCAST CORP NEWCCZ185,447$6.8M0.16%
121SPDR GOLD TRGLD23,744$6.8M0.16%
122PALO ALTO NETWORKS INCPANW39,630$6.8M0.16%
123HONEYWELL INTL INC43851610631,734$6.7M0.16%
124ISHARES TR464288810110,506$6.7M0.16%
125CONOCOPHILLIPSCOP61,738$6.5M0.15%
126AMERICAN CENTY ETF TR02507230768,883$6.5M0.15%
127MEDTRONIC PLCMDT71,305$6.4M0.15%
128SPDR S&P MIDCAP 400 ETF TRMDY11,997$6.4M0.15%
129ISHARES TR46429B69767,895$6.4M0.15%
130ROLLINS INCROL115,744$6.3M0.15%
131GARTNER INCIT14,816$6.2M0.15%
132PENTAIR PLCPNR71,009$6.2M0.15%
133AMERICAN ELEC PWR CO INC02553710156,546$6.2M0.15%
134ISHARES TR46428770551,389$6.2M0.15%
135BLACKSTONE INCBX43,063$6.0M0.14%
136PHILLIPS 66PSX47,906$5.9M0.14%
137VANECK ETF TRUST92189F387259,779$5.8M0.14%
138BECTON DICKINSON & COBDX24,461$5.6M0.13%
139SELECT SECTOR SPDR TR81369Y40728,108$5.6M0.13%
140QUANTA SVCS INC74762E10221,779$5.5M0.13%
141INVESCO EXCHANGE TRADED FD TIVZ78,931$5.5M0.13%
142TRUIST FINL CORP89832Q109133,325$5.5M0.13%
143HERSHEY COHSY31,752$5.4M0.13%
144L3HARRIS TECHNOLOGIES INCLHX25,875$5.4M0.13%
145STARBUCKS CORPSBUX54,346$5.3M0.13%
146EQUINIX INCEQIX6,533$5.3M0.13%
147ISHARES TR46428750790,230$5.3M0.13%
148QUALCOMM INCQCOM34,100$5.2M0.12%
149VERISK ANALYTICS INCVRSK17,539$5.2M0.12%
150APPLOVIN CORPAPP19,557$5.2M0.12%
151SCHWAB STRATEGIC TR808524300205,892$5.2M0.12%
152ARK 21SHARES BITCOIN ETFARKB62,667$5.2M0.12%
153SEMPRASREA69,811$5.0M0.12%
154GILEAD SCIENCES INCGILD44,442$5.0M0.12%
155REPUBLIC SVCS INC76075910020,484$5.0M0.12%
156VERTEX PHARMACEUTICALS INCVRTX10,147$4.9M0.12%
157ISHARES TR46428715039,896$4.9M0.12%
158PAYCOM SOFTWARE INCPAYC22,193$4.8M0.12%
159VANGUARD WORLD FD92204A87628,068$4.8M0.11%
160SCHWAB STRATEGIC TR808524409179,402$4.8M0.11%
161ISHARES TR46428986782,090$4.7M0.11%
162NUVEEN NEW YORK AMT QLT MUNINU457,356$4.7M0.11%
163SELECT SECTOR SPDR TR81369Y30856,623$4.6M0.11%
164BAKER HUGHES COMPANYBKR103,539$4.6M0.11%
165ISHARES INC464286806116,700$4.3M0.10%
166REALTY INCOME CORPO73,871$4.3M0.10%
167RTX CORPORATIONRTX31,988$4.2M0.10%
168VANGUARD INDEX FDS92290851226,253$4.2M0.10%
169AMERICAN EXPRESS COAXP15,627$4.2M0.10%
170NEWMONT CORPNEMCL86,260$4.2M0.10%
171MCCORMICK & CO INCMKC-V49,505$4.1M0.10%
172TESLA INCTSLA15,050$3.9M0.09%
173VANGUARD INDEX FDS92290855343,005$3.9M0.09%
174GLOBAL PMTS INC37940X10239,104$3.8M0.09%
175SNOWFLAKE INCSNOW25,980$3.8M0.09%
176SCHWAB STRATEGIC TR808524201168,341$3.7M0.09%
177SPOTIFY TECHNOLOGY S ASPOT6,699$3.7M0.09%
178PTC INCPTC23,170$3.6M0.09%
179UBER TECHNOLOGIES INCUBER48,453$3.5M0.08%
180BLACKROCK INCBLK3,722$3.5M0.08%
181CORCEPT THERAPEUTICS INCCORT30,200$3.4M0.08%
182GENERAL MTRS CO37045V10072,715$3.4M0.08%
183SCHWAB CHARLES CORPSCHW-PJ43,594$3.4M0.08%
184SPDR SER TR78468R73971,600$3.4M0.08%
185MARATHON PETE CORPMARA23,347$3.4M0.08%
186RESMED INCRSMDF15,189$3.4M0.08%
187UNION PAC CORPUNP14,347$3.4M0.08%
188ARCHER DANIELS MIDLAND COADM70,512$3.4M0.08%
189SPDR SER TR78464A30043,125$3.4M0.08%
190ISHARES TR46428762210,729$3.3M0.08%
191VANGUARD WORLD FD92204A7026,047$3.3M0.08%
192LOCKHEED MARTIN CORPLMT7,341$3.3M0.08%
193UNILEVER PLCUNLYF54,231$3.2M0.08%
194CANADIAN NAT RES LTD136385101104,688$3.2M0.08%
195MERCK & CO INCMRK35,831$3.2M0.08%
196NUVEEN QUALITY MUNCP INCOMENU277,359$3.2M0.08%
197INTERCONTINENTAL EXCHANGE IN45866F10418,452$3.2M0.08%
198VANGUARD INDEX FDS92290875114,187$3.1M0.07%
199AFLAC INCAFL28,052$3.1M0.07%
200INCYTE CORPINCY51,467$3.1M0.07%
201FREEPORT-MCMORAN INCFCX82,169$3.1M0.07%
202SPDR SER TR78464A20137,183$3.1M0.07%
203DOMINION ENERGY INCD54,874$3.1M0.07%
204TRANSDIGM GROUP INCTDG2,210$3.1M0.07%
205SEA LTDSE23,290$3.0M0.07%
206SPROUTS FMRS MKT INC85208M10219,756$3.0M0.07%
207VANGUARD WORLD FD92204A88420,217$3.0M0.07%
208TAIWAN SEMICONDUCTOR MFG LTD87403910017,986$3.0M0.07%
209CINTAS CORPCTAS14,491$3.0M0.07%
210AST SPACEMOBILE INCASTS130,806$3.0M0.07%
211EATON VANCE MUN BD FDETN297,129$3.0M0.07%
212KIMBERLY-CLARK CORPKMB20,781$3.0M0.07%
213THERMO FISHER SCIENTIFIC INCTMO5,889$2.9M0.07%
214ISHARES TR46432F33917,100$2.9M0.07%
215VERTIV HOLDINGS COVRT40,079$2.9M0.07%
216ISHARES BITCOIN TRUST ETFIBIT61,762$2.9M0.07%
217ASTERA LABS INCALAB47,581$2.8M0.07%
218APPLE HOSPITALITY REIT INCAPLE218,654$2.8M0.07%
219INTEL CORPINTC122,714$2.8M0.07%
220DUKE ENERGY CORP NEWDUKB22,239$2.7M0.06%
221SPDR SER TR78464A85440,963$2.7M0.06%
222EATON CORP PLCETN9,715$2.6M0.06%
223AMERICAN TOWER CORP NEW03027X10012,022$2.6M0.06%
224AMPHENOL CORP NEW03209510139,811$2.6M0.06%
225SCHWAB STRATEGIC TR808524805131,767$2.6M0.06%
226ARM HOLDINGS PLC04206820524,083$2.6M0.06%
227FISERV INCFISV11,567$2.6M0.06%
228INTUITINTU4,144$2.5M0.06%
229BLACKROCK MUNIHLDNGS CALI QLBLK237,076$2.5M0.06%
230ISHARES TR46428734160,323$2.5M0.06%
231MONDELEZ INTL INC60920710537,215$2.5M0.06%
232ALLSTATE CORPALL-PJ12,050$2.5M0.06%
233PALANTIR TECHNOLOGIES INCPLTR29,513$2.5M0.06%
2343M COMMM16,829$2.5M0.06%
235DIAGEO PLCDGEAF23,457$2.5M0.06%
236MR COOPER GROUP INC62482R10720,552$2.5M0.06%
237LOWES COS INC54866110710,369$2.4M0.06%
238PRINCIPAL FINANCIAL GROUP INPFG28,428$2.4M0.06%
239ONEOK INC NEWOKE23,811$2.4M0.06%
240NORTHROP GRUMMAN CORPNOC4,557$2.3M0.06%
241NUVEEN AMT FREE QLTY MUN INCNU205,841$2.3M0.05%
242NIKE INCNKE36,183$2.3M0.05%
243FIRST TR EXCHANGE TRADED FD33734X19222,420$2.3M0.05%
244SELECT SECTOR SPDR TR81369Y86054,291$2.3M0.05%
245CAVA GROUP INCCAVA25,777$2.2M0.05%
246MERCADOLIBRE INCMELI1,113$2.2M0.05%
247ROKU INCROKU30,783$2.2M0.05%
248SPROTT PHYSICAL GOLD TRSII89,249$2.1M0.05%
249MOLSON COORS BEVERAGE COTAP-A35,171$2.1M0.05%
250ISHARES TR4642876896,732$2.1M0.05%
251BLACKROCK MUN INCOME TRBLK214,768$2.1M0.05%
252BERRY GLOBAL GROUP INC08579W10330,111$2.1M0.05%
253TRAVELERS COMPANIES INCTRV7,937$2.1M0.05%
254TE CONNECTIVITY PLCTEL14,842$2.1M0.05%
255VENTAS INCVTR29,565$2.0M0.05%
256MSCI INCMSCI3,589$2.0M0.05%
257VANGUARD BD INDEX FDS92193783527,348$2.0M0.05%
258KNIFE RIVER CORPKNF22,124$2.0M0.05%
259PAYCHEX INCPAYX12,820$2.0M0.05%
260GEN DIGITAL INCGENVR73,985$2.0M0.05%
261ISHARES TR46428755615,343$2.0M0.05%
262SCHWAB STRATEGIC TR80852450874,890$2.0M0.05%
263SALESFORCE INCCRM7,240$1.9M0.05%
264TEXAS INSTRS INC88250810410,772$1.9M0.05%
265CROWDSTRIKE HLDGS INCCRWD5,394$1.9M0.05%
266TELESAT CORPTSAT100,818$1.9M0.05%
267CONSOLIDATED EDISON INCED17,118$1.9M0.05%
268AT&T INCT-PC66,520$1.9M0.04%
269AA MISSION ACQUISITION CORPYCY-WT180,125$1.9M0.04%
270LABCORP HOLDINGS INCLH7,983$1.9M0.04%
271DOCUSIGN INCDOCU22,307$1.8M0.04%
272MARRIOTT INTL INC NEW5719032027,611$1.8M0.04%
273ANALOG DEVICES INCADI8,955$1.8M0.04%
274SCHWAB STRATEGIC TR80852460777,074$1.8M0.04%
275VANGUARD INTL EQUITY INDEX F92204285839,598$1.8M0.04%
276ROPER TECHNOLOGIES INCROP3,014$1.8M0.04%
277VANGUARD WHITEHALL FDS92194640613,648$1.8M0.04%
278NORFOLK SOUTHN CORP6558441087,410$1.8M0.04%
279BLACKROCK MUN TARGET TERM TRBLK82,000$1.7M0.04%
280CORNING INCGLW38,004$1.7M0.04%
281CLOROX CO DELCLX11,652$1.7M0.04%
282VEEVA SYS INCVEEV7,391$1.7M0.04%
283UNITED RENTALS INCURI2,723$1.7M0.04%
284GLACIER BANCORP INC NEWGBCI38,549$1.7M0.04%
285SYSCO CORPSYY22,658$1.7M0.04%
286CARRIER GLOBAL CORPORATIONCARR26,770$1.7M0.04%
287CACI INTL INC1271903044,618$1.7M0.04%
288CVS HEALTH CORPCVS24,797$1.7M0.04%
289PRUDENTIAL FINL INCPUKPF14,974$1.7M0.04%
290US BANCORP DELUSB-PS39,194$1.7M0.04%
291VANGUARD WELLINGTON FD92193587016,200$1.6M0.04%
292CME GROUP INCCME6,017$1.6M0.04%
293GARMIN LTDGRMN7,279$1.6M0.04%
294TEMPUS AI INCTEM32,516$1.6M0.04%
295BLACKROCK MUNIHOLDINGS FD INBLK133,200$1.6M0.04%
296ISHARES TR4642876486,077$1.6M0.04%
297ROYAL CARIBBEAN GROUPV7780T1037,521$1.5M0.04%
298INNOVATOR ETFS TRUSTINHD37,262$1.5M0.04%
299BOEING COBA-PA9,011$1.5M0.04%
300KKR & CO INCKKRT13,278$1.5M0.04%
301ISHARES INC46428653326,260$1.5M0.04%
302AON PLCAON3,805$1.5M0.04%
303BLACKROCK MUNIVEST FD INCBLK213,198$1.5M0.04%
304XCEL ENERGY INCXELLL21,105$1.5M0.04%
305STAR BULK CARRIERS CORP.SBLK94,841$1.5M0.04%
306ARISTA NETWORKS INCANET18,927$1.5M0.03%
307MOTOROLA SOLUTIONS INCMSI3,286$1.4M0.03%
308VANGUARD INDEX FDS9229086375,597$1.4M0.03%
309NOVO-NORDISK A SNONOF20,603$1.4M0.03%
310LINDE PLCLIN3,024$1.4M0.03%
311ENBRIDGE INCENNPF31,759$1.4M0.03%
312DANAHER CORPORATION2358511026,846$1.4M0.03%
313SCHWAB STRATEGIC TR80852470650,041$1.4M0.03%
314UNITED PARCEL SERVICE INCUPS12,525$1.4M0.03%
315CAMECO CORPCCJ33,335$1.4M0.03%
316ISHARES TR46428729117,969$1.4M0.03%
317VALERO ENERGY CORPVLO10,280$1.4M0.03%
318AMER SPORTS INCAS50,650$1.4M0.03%
319SPDR SER TR78468R52313,555$1.3M0.03%
320KLAVIYO INCKVYO44,435$1.3M0.03%
321CITIGROUP INCC-PR18,909$1.3M0.03%
322ISHARES TR4642871689,959$1.3M0.03%
323MICRON TECHNOLOGY INCMU15,181$1.3M0.03%
324GXO LOGISTICS INCORPORATEDGXO33,705$1.3M0.03%
325ASTRAZENECA PLCAZN17,915$1.3M0.03%
326PENNYMAC FINL SVCS INC NEW70932M10713,074$1.3M0.03%
327ULTA BEAUTY INCULTA3,539$1.3M0.03%
328APTIV PLCAPTV21,797$1.3M0.03%
329AXON ENTERPRISE INCAXON2,464$1.3M0.03%
330MDU RES GROUP INC55269010975,678$1.3M0.03%
331SPDR SER TR78464A7639,476$1.3M0.03%
332ARROW ELECTRS INC04273510012,241$1.3M0.03%
333CLOUDFLARE INCNET11,268$1.3M0.03%
334INVESCO MUNICIPAL TRUSTVKQ131,474$1.3M0.03%
335JOHNSON CTLS INTL PLCG5150210515,662$1.3M0.03%
336WAYSTAR HLDG CORPWAY33,511$1.3M0.03%
337ZSCALER INCZS6,273$1.2M0.03%
338ISHARES TR46428851315,757$1.2M0.03%
339WELLS FARGO CO NEW94974610117,229$1.2M0.03%
340MORGAN STANLEYMS-PQ10,555$1.2M0.03%
341ASML HOLDING N VASMLF1,856$1.2M0.03%
342NXP SEMICONDUCTORS N VNXPI6,462$1.2M0.03%
343GLOBAL X FDS37954Y38437,521$1.2M0.03%
344JANUS DETROIT STR TR47103U88624,667$1.2M0.03%
345HENRY SCHEIN INCHSIC17,656$1.2M0.03%
346XPO INCXPO11,031$1.2M0.03%
347WILLIAMS COS INC96945710019,833$1.2M0.03%
348INVESCO QQQ TRIVZ2,500$1.2M0.03%
349YUM BRANDS INCYUM7,449$1.2M0.03%
350WHEATON PRECIOUS METALS CORPWPM15,053$1.2M0.03%
351TRIPADVISOR INCTRIP82,005$1.2M0.03%
352FACTSET RESH SYS INC3030751052,544$1.2M0.03%
353ISHARES TR4642877218,175$1.1M0.03%
354ECOLAB INCECL4,491$1.1M0.03%
355FERRARI N VRACE2,635$1.1M0.03%
356CARMAX INCKMX14,391$1.1M0.03%
357ISHARES TR46428744011,674$1.1M0.03%
358ZIMMER BIOMET HOLDINGS INCZBH9,791$1.1M0.03%
359MCGRATH RENTCORPMGRC9,875$1.1M0.03%
360LAM RESEARCH CORPLRCX14,973$1.1M0.03%
361AMPLIFY ETF TR03210866415,119$1.1M0.03%
362SCHLUMBERGER LTDSLB25,900$1.1M0.03%
363TASEKO MINES LTDTGB479,606$1.1M0.03%
364EOG RES INCEOG8,300$1.1M0.03%
365ITT INCITT8,220$1.1M0.03%
366ISHARES TR46428756416,853$1.0M0.02%
367VANGUARD TAX-MANAGED FDS92194385820,065$1.0M0.02%
368MCKESSON CORPMCK1,515$1.0M0.02%
369UNIVERSAL TECHNICAL INST INCUTI39,494$1.0M0.02%
370LAMAR ADVERTISING CO NEWLAMR8,881$1.0M0.02%
371BROADRIDGE FINL SOLUTIONS IN11133T1034,150$1.0M0.02%
372NEUBERGER BERMAN NEXT GENERANBXG82,098$1.0M0.02%
373CONAGRA BRANDS INCCAG37,690$1.0M0.02%
374AUTOZONE INCAZO263$1.0M0.02%
375KINETIK HOLDINGS INCKNTK19,265$1.0M0.02%
376BXP INCBXP14,570$978,9590.02%
377J P MORGAN EXCHANGE TRADED F46641Q33217,127$978,6370.02%
378ISHARES TR4642875985,193$977,1960.02%
379INVESCO TR INVT GRADE MUNSIVZ98,000$976,0800.02%
380TRADEWEB MKTS INC8926721066,335$940,5400.02%
381CANADIAN PACIFIC KANSAS CITYCP13,299$933,7470.02%
382FTI CONSULTING INCFCN5,680$931,9760.02%
383CROWN CASTLE INCCCI8,871$924,6060.02%
384PROLOGIS INC.PLDGP8,177$914,0580.02%
385DIGITAL RLTY TR INC2538681036,358$910,9840.02%
386AIRBNB INCABNB7,565$903,7160.02%
387DEVON ENERGY CORP NEW25179M10324,135$902,6490.02%
388DIMENSIONAL ETF TRUST25434V60917,336$892,6310.02%
389PACCAR INCPCAR9,155$891,4230.02%
390INVESCO QQQ TRIVZ1,900$890,9480.02%
391ALBANY INTL CORP01234810812,883$889,4430.02%
392WESTERN ASST INFLTN LKD INM95766Q106106,468$888,4760.02%
393NUTANIX INCNTNX12,665$884,1450.02%
394ILLINOIS TOOL WKS INC4523081093,556$881,8570.02%
395NUVEEN NASDAQ 100 DYNAMIC OV67069910737,110$881,3630.02%
396MATERION CORPMTRN10,790$880,4640.02%
397GENERAL DYNAMICS CORPGD3,228$879,7850.02%
398AUTOMATIC DATA PROCESSING INADP2,878$879,3170.02%
399CYBERARK SOFTWARE LTDM2682V1082,597$877,7860.02%
400STANLEY BLACK & DECKER INCSWK11,318$870,1290.02%
401REGENERON PHARMACEUTICALSREGN1,367$866,9930.02%
402WORKDAY INCWDAY3,695$862,8940.02%
403PLAINS GP HLDGS L PPAGP40,359$862,0690.02%
404ISHARES TR46428877818,484$861,9090.02%
405EASTERLY GOVT PPTYS INC27616P10381,002$858,6220.02%
406ISHARES TR46429B65516,748$854,9860.02%
407BNY MELLON MUN INCOME INC05589T104118,826$853,1710.02%
408GABELLI DIVID & INCOME TR36242H10435,213$849,6910.02%
409LULULEMON ATHLETICA INCLULU2,971$840,9720.02%
410ANGEL OAK FINL STRATEGIES IN03464A10061,850$833,7380.02%
411SAP SESAPGF3,087$828,6760.02%
412APPLIED MATLS INC0382221055,677$823,8890.02%
413VANGUARD INTL EQUITY INDEX F92204286611,341$821,7640.02%
414SHOPIFY INCSHOP8,513$812,8230.02%
415SIXTH STREET SPECIALTY LENDITSLX36,225$810,7160.02%
416ISHARES TR46434V73813,425$807,5140.02%
417TKO GROUP HOLDINGS INCTKO5,271$805,5150.02%
418SABRA HEALTH CARE REIT INCSBRA45,716$798,6590.02%
419BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.02%
420BLACKROCK MUNI INCOME TR IIBLK76,683$796,7370.02%
421BLACKROCK UTILS INFRASTRUCTUBLK34,688$784,9900.02%
422GRAYSCALE BITCOIN TRUST ETFGBTC11,931$777,5440.02%
423ALTRIA GROUP INCMO12,903$774,8120.02%
424CAPITAL GROUP CORE BALANCED14021D10724,845$772,6580.02%
425ABRDN TOTAL DYNAMIC DIVIDENDAOD91,925$771,2510.02%
426BLACKROCK ENHANCED INTL DIVBLK136,853$767,7460.02%
427FIDELITY COVINGTON TRUST31609A50324,484$767,3350.02%
428COHEN & STEERS INFRASTRUCTUR19248A10929,585$755,8950.02%
429ALLIANCEBERNSTEIN NATL MUN I01864U10668,827$747,4620.02%
430CHIPOTLE MEXICAN GRILL INCCMG14,801$743,1590.02%
431VANGUARD SCOTTSDALE FDS92206C10212,653$742,6050.02%
432MARSH & MCLENNAN COS INC5717481023,031$739,6760.02%
433VANGUARD INTL EQUITY INDEX F9220427426,339$735,0250.02%
434ISHARES TR4642873097,857$729,3980.02%
435ORGANON & COOGN48,753$725,9330.02%
436COLGATE PALMOLIVE COCL7,700$721,4460.02%
437WEC ENERGY GROUP INCWEC6,617$721,1210.02%
438MARVELL TECHNOLOGY INCMRVL11,680$719,1400.02%
439HERCULES CAPITAL INCHCXY37,385$718,1660.02%
440NEXTERA ENERGY INCNEE-PW17,625$716,1050.02%
441FLEX LNG LTDFLNG31,125$715,5650.02%
442DWS MUN INCOME TR NEW23336810975,913$712,0640.02%
443FIDELITY NATL INFORMATION SV31620M1069,525$711,3580.02%
444DOW INCDOW20,271$707,8640.02%
445EVEREST GROUP LTDEG1,948$707,7670.02%
446NVIDIA CORPORATIONNVDA6,500$704,4700.02%
447IB ACQUISITION CORPIBACR68,200$702,4600.02%
448DIMENSIONAL ETF TRUST25434V72417,010$700,9830.02%
449SHERWIN WILLIAMS COSHW2,004$699,8680.02%
450HP INCHPQ25,087$694,6720.02%
451J P MORGAN EXCHANGE TRADED F46641Q65413,615$692,3230.02%
452TARGET CORPTGT6,586$687,3630.02%
453CLEARWAY ENERGY INCCWEN-A23,965$682,0450.02%
454NOVARTIS AGNVSEF6,052$674,6780.02%
455POSTAL REALTY TRUST INCPSTL47,020$671,4470.02%
456ISHARES U S ETF TR46431W50713,181$670,5180.02%
457INVESCO EXCH TRADED FD TR IIIVZ3,462$668,1770.02%
458WESTERN UN COWU63,067$667,2500.02%
459HAYMAKER ACQUISITION CORP IVG4375F10859,400$652,8060.02%
460EATON VANCE TX ADV GLBL DIVETN35,750$651,3650.02%
461ISHARES SILVER TRSLV20,993$650,5740.02%
462EVERUS CONSTR GROUPEVEX-WT17,449$647,1840.02%
463BARRETT BUSINESS SVCS INC06846310815,679$645,1910.02%
464MEDPACE HLDGS INCMEDP2,115$644,4200.02%
465NUVEEN CA QUALTY MUN INCOMENU57,149$642,3560.02%
466INNOVATOR ETFS TRUSTINHD16,488$640,5590.02%
467PARKER-HANNIFIN CORPPH1,049$637,6250.02%
468ISHARES TR46432F3963,152$637,0190.02%
469WEST PHARMACEUTICAL SVSC INC9553061052,839$635,5960.02%
470VANGUARD MALVERN FDS92202080512,725$634,9780.02%
471VERALTO CORPVLTO6,481$631,5750.02%
472EATON VANCE TAX-MANAGED GLOBETN77,260$628,8970.01%
473AERCAP HOLDINGS NVAER6,130$626,3030.01%
474FS KKR CAP CORPFSK29,873$625,8400.01%
475SPROTT PHYSICAL GOLD & SILVESII21,986$624,6230.01%
476SPDR SER TR78468R72113,543$610,3650.01%
477IDEXX LABS INC45168D1041,450$608,9280.01%
478BLACKROCK ENHANCED GLOBAL DIBLK55,998$607,5790.01%
479ARCH CAP GROUP LTDG0450A1056,225$598,7220.01%
480ALLETE INC0185223009,098$597,7470.01%
481WHIRLPOOL CORPWHR-PA6,631$597,6530.01%
482ARES MANAGEMENT CORPORATIONARES-PB4,022$589,6820.01%
483ONEWATER MARINE INCONEW36,218$586,0080.01%
484NABORS ENERGY TRANSITION CORG6363K10652,975$580,0770.01%
485ICICI BANK LIMITEDIBN18,250$575,2410.01%
486CADENCE DESIGN SYSTEM INCCDNS2,257$574,0240.01%
487MONOLITHIC PWR SYS INC609839105983$570,1260.01%
488ATMOS ENERGY CORPATO3,682$569,1640.01%
489MICROSOFT CORPMSFT1,500$563,0850.01%
490PNC FINL SVCS GROUP INC6934751053,180$558,9490.01%
491COLUMBIA BKG SYS INC19723610222,352$557,4600.01%
492EMERSON ELEC COEMR5,084$557,4110.01%
493TERADYNE INCTER6,565$542,2690.01%
494FIDELITY COVINGTON TRUST3160926007,914$540,6970.01%
495ARCHROCK INCAROC20,345$533,8610.01%
496DOXIMITY INCDOCS9,161$531,6130.01%
497BITWISE BITCOIN ETF TRBITB11,787$529,0010.01%
498DYNATRACE INCDT11,158$526,1010.01%
499VANGUARD INTL EQUITY INDEX F9220428747,475$524,8200.01%
500COMPASS DIVERSIFIEDCODI-PC28,024$523,2090.01%