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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

Congress Wealth Management LLC / DE /

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001951757-25-000560

Total Value
$8.34B
Positions
1,064
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,760,497$390.4M4.91%
2SELECT SECTOR SPDR TR81369Y8031,003,072$207.1M2.61%
3MICROSOFT CORPMSFT411,872$155.5M1.96%
4SELECT SECTOR SPDR TR81369Y6052,863,339$142.6M1.79%
5NVIDIA CORPORATIONNVDA1,118,620$122.0M1.53%
6INVESCO EXCHANGE TRADED FD TIVZ679,526$117.7M1.48%
7JANUS DETROIT STR TR47103U8522,552,755$115.4M1.45%
8SELECT SECTOR SPDR TR81369Y8521,002,268$96.7M1.22%
9JANUS DETROIT STR TR47103U7461,611,023$84.3M1.06%
10COCA COLA COKO1,149,606$82.3M1.04%
11META PLATFORMS INCMETA138,330$79.9M1.00%
12AMERICAN CENTY ETF TR0250726041,303,911$78.5M0.99%
13SPDR SER TR78464A6722,572,797$73.5M0.92%
14SELECT SECTOR SPDR TR81369Y209496,404$72.5M0.91%
15BERKSHIRE HATHAWAY INC DELBRK-A129,323$68.7M0.86%
16AMAZON COM INCAMZN357,479$68.3M0.86%
17WORLD GOLD TRGLDW1,096,041$67.8M0.85%
18SPDR SER TR78464A6642,467,068$67.3M0.85%
19VANGUARD SPECIALIZED FUNDS921908844335,492$65.1M0.82%
20VISA INCV185,045$64.8M0.82%
21PROFESIONALLY MANAGED PORTFO74316P5872,488,122$61.7M0.78%
22INVESCO EXCH TRADED FD TR IIIVZ955,843$60.0M0.75%
23JPMORGAN CHASE & CO.VYLD242,757$59.6M0.75%
24COSTCO WHSL CORP NEW22160K10562,746$59.3M0.75%
25ELI LILLY & COLLY69,680$57.8M0.73%
26ANGEL OAK FUNDS TRUST03463K7376,592,549$57.2M0.72%
27ALPHABET INCGOOG359,799$55.9M0.70%
28VANGUARD WHITEHALL FDS921946406424,493$54.8M0.69%
29SELECT SECTOR SPDR TR81369Y308620,791$50.7M0.64%
30SELECT SECTOR SPDR TR81369Y506510,014$47.7M0.60%
31ISHARES TR464287507801,253$46.8M0.59%
32ISHARES TR464287804435,096$45.6M0.57%
33SPDR SER TR78468R8531,114,201$45.4M0.57%
34VANGUARD INDEX FDS922908736119,836$45.3M0.57%
35ISHARES TR464287465550,732$45.0M0.57%
36ISHARES TR464287721318,535$44.7M0.56%
37VANGUARD SCOTTSDALE FDS92206C680481,061$44.6M0.56%
38GLOBAL X FDS37954Y6731,173,781$44.3M0.56%
39VANGUARD MALVERN FDS922020805870,067$43.4M0.55%
40SELECT SECTOR SPDR TR81369Y407216,506$42.8M0.54%
41CINTAS CORPCTAS207,306$42.6M0.54%
42HOME DEPOT INCHD115,984$42.5M0.53%
43SPDR S&P 500 ETF TRSPY74,170$41.5M0.52%
44BROADCOM INCAVGO246,174$41.4M0.52%
45EXXON MOBIL CORPXOM347,450$41.2M0.52%
46ALPHABET INCGOOG249,611$39.4M0.50%
47FIRST TR EXCH TRD ALPHDX FD33737J158718,434$39.4M0.50%
48SELECT SECTOR SPDR TR81369Y860937,989$39.3M0.49%
49VANGUARD INDEX FDS92290836376,196$39.2M0.49%
50TJX COS INC NEW872540109321,176$39.1M0.49%
51INVESCO QQQ TRIVZ78,346$36.8M0.46%
52VANGUARD INDEX FDS922908744209,929$36.4M0.46%
53SPDR SER TR78468R804206,626$36.0M0.45%
54EATON CORP PLCETN127,619$34.7M0.44%
55SPDR SER TR78464A1441,140,831$33.1M0.42%
56WISDOMTREE TRWT680,695$32.9M0.41%
57ISHARES INC464286608604,551$32.2M0.40%
58TEXAS PACIFIC LAND CORPORATITPL24,090$31.9M0.40%
59SELECT SECTOR SPDR TR81369Y704234,462$30.7M0.39%
60GOLDMAN SACHS GROUP INCGSCE55,906$30.6M0.38%
61SCHWAB STRATEGIC TR8085242011,361,342$30.1M0.38%
62MARTIN MARIETTA MATLS INC57328410662,847$30.1M0.38%
63JOHNSON & JOHNSONJNJ178,716$29.6M0.37%
64OLLIES BARGAIN OUTLET HLDGS681116109253,133$29.5M0.37%
65VANGUARD WORLD FD92204A504110,867$29.4M0.37%
66VERIZON COMMUNICATIONS INCVZ642,203$29.0M0.36%
67MATTHEWS INTL FDS5771305781,112,592$29.0M0.36%
68DOUBLELINE ETF TRUST25861R402584,493$28.7M0.36%
69PARKER-HANNIFIN CORPPH46,353$28.2M0.35%
70ALLSTATE CORPALL-PJ133,344$27.6M0.35%
71ECOLAB INCECL107,626$27.3M0.34%
72CHEVRON CORP NEWCVX160,990$26.9M0.34%
73MERCK & CO INCMRK294,544$26.5M0.33%
74ISHARES TR46428761473,377$26.5M0.33%
75CISCO SYS INCCSCO429,218$26.5M0.33%
76VANGUARD SCOTTSDALE FDS92206C714319,415$26.4M0.33%
77ISHARES INC46434G822384,480$26.4M0.33%
78OREILLY AUTOMOTIVE INC67103H10718,303$26.2M0.33%
79MCDONALDS CORPMCD83,766$26.1M0.33%
80PROCTER AND GAMBLE CO742718109150,240$25.5M0.32%
81HOWMET AEROSPACE INCHWM193,011$25.0M0.32%
82GALLAGHER ARTHUR J & CO36357610972,198$24.9M0.31%
83FRANKLIN TEMPLETON ETF TRFGDL867,123$24.9M0.31%
84CATERPILLAR INCCAT74,667$24.6M0.31%
85BOSTON SCIENTIFIC CORPBSX241,289$24.3M0.31%
86ISHARES TR464289180843,537$24.0M0.30%
87AMGEN INCAMGN76,963$24.0M0.30%
88INTUITIVE SURGICAL INCISRG48,306$23.9M0.30%
89TRACTOR SUPPLY COTSCO433,264$23.9M0.30%
90FIDELITY COVINGTON TRUST316092808147,933$23.9M0.30%
91FIRST TR EXCH TRADED FD III33739N108465,465$23.5M0.30%
92NETFLIX INCNFLX24,527$22.9M0.29%
93VANGUARD WORLD FD92204A70240,889$22.8M0.29%
94STRYKER CORPORATIONSYK61,118$22.8M0.29%
95ABBVIE INCABBV106,882$22.4M0.28%
96SERVICENOW INCNOW28,003$22.3M0.28%
97FIDELITY COVINGTON TRUST316092501318,683$22.2M0.28%
98ANALOG DEVICES INCADI107,309$21.6M0.27%
99ISHARES TR46432F842283,115$21.4M0.27%
100NEXTERA ENERGY INCNEE-PW300,467$21.3M0.27%
101ORACLE CORPORCL-PD150,773$21.3M0.27%
102ARISTA NETWORKS INCANET270,225$20.9M0.26%
103STRIDE INCLRN161,458$20.4M0.26%
104DELL TECHNOLOGIES INCDELL223,259$20.4M0.26%
105ANGEL OAK FUNDS TRUST03463K752398,294$20.3M0.26%
106SALESFORCE INCCRM75,252$20.2M0.25%
107PALO ALTO NETWORKS INCPANW117,000$20.0M0.25%
108BROADRIDGE FINL SOLUTIONS IN11133T10382,470$20.0M0.25%
109CHIPOTLE MEXICAN GRILL INCCMG397,642$20.0M0.25%
110LINDE PLCLIN42,668$19.9M0.25%
111ACCENTURE PLC IRELANDACN63,404$19.8M0.25%
112PENUMBRA INCPEN72,817$19.5M0.24%
113ISHARES TR464287168144,412$19.4M0.24%
114ISHARES TR46428720034,362$19.4M0.24%
115MASTERCARD INCORPORATEDMA35,278$19.3M0.24%
116COPART INCCPRT339,046$19.2M0.24%
117VANGUARD INTL EQUITY INDEX F922042858422,101$19.1M0.24%
118PNC FINL SVCS GROUP INC693475105107,686$18.9M0.24%
119VANGUARD INDEX FDS92290876966,876$18.4M0.23%
120HALOZYME THERAPEUTICS INCHALO280,740$17.9M0.23%
121CYBERARK SOFTWARE LTDM2682V10852,245$17.7M0.22%
122VANGUARD INDEX FDS92290861194,134$17.5M0.22%
123CONOCOPHILLIPSCOP166,897$17.5M0.22%
124ISHARES TR46428759892,886$17.4M0.22%
125CME GROUP INCCME65,158$17.3M0.22%
126WILLIAMS COS INC969457100285,909$17.1M0.21%
127UBER TECHNOLOGIES INCUBER233,362$17.0M0.21%
128VANGUARD SCOTTSDALE FDS92206C870207,471$16.9M0.21%
129MOODYS CORPMCO36,314$16.9M0.21%
130SPS COMM INCSPSC126,207$16.8M0.21%
131CURTISS WRIGHT CORPCW52,537$16.7M0.21%
132VERTEX PHARMACEUTICALS INCVRTX34,114$16.6M0.21%
133ENTERPRISE PRODS PARTNERS L293792107482,858$16.5M0.21%
134SYNOPSYS INCSNPS38,263$16.4M0.21%
135UNITEDHEALTH GROUP INCUNH31,136$16.3M0.20%
136ANGEL OAK FUNDS TRUST03463K760777,786$16.1M0.20%
137COLGATE PALMOLIVE COCL171,158$16.0M0.20%
138J P MORGAN EXCHANGE TRADED F46641Q837312,615$15.8M0.20%
139EOG RES INCEOG122,844$15.8M0.20%
140BAKER HUGHES COMPANYBKR353,527$15.5M0.20%
141BROWN & BROWN INCBRO125,781$15.3M0.19%
142BRISTOL-MYERS SQUIBB COCELG-RI250,474$15.3M0.19%
143TE CONNECTIVITY PLCTEL106,324$15.0M0.19%
144VANGUARD TAX-MANAGED FDS921943858294,830$15.0M0.19%
145COMMVAULT SYS INCCVLT94,289$14.9M0.19%
146CAPITAL GROUP INTL FOCUS EQT14019W109588,415$14.8M0.19%
147CASEYS GEN STORES INC14752810334,063$14.8M0.19%
148THE TRADE DESK INC88339J105268,942$14.7M0.19%
149VANECK ETF TRUST92189F106314,178$14.4M0.18%
150THERMO FISHER SCIENTIFIC INCTMO28,960$14.4M0.18%
151SCHWAB STRATEGIC TR808524839614,202$14.2M0.18%
152TERRENO RLTY CORP88146M101224,517$14.2M0.18%
153STERIS PLCSTE62,585$14.2M0.18%
154ZOETIS INCZTS85,739$14.1M0.18%
155PRESTIGE CONSMR HEALTHCARE I74112D101162,656$14.0M0.18%
156RAYMOND JAMES FINL INC75473010999,673$13.8M0.17%
157EMCOR GROUP INCEME37,368$13.8M0.17%
158CAPITAL GROUP DIVIDEND VALUE14020W106378,240$13.6M0.17%
159AMERICAN EXPRESS COAXP50,311$13.6M0.17%
160SCHWAB STRATEGIC TR808524797483,242$13.5M0.17%
161PFIZER INCPFE527,799$13.5M0.17%
162COOPER COS INC216648501158,624$13.4M0.17%
163SPROUTS FMRS MKT INC85208M10286,674$13.2M0.17%
164CVS HEALTH CORPCVS194,806$13.2M0.17%
165US FOODS HLDG CORPUSFD201,026$13.2M0.17%
166SPDR SER TR78468R887106,147$13.0M0.16%
167SHOPIFY INCSHOP133,645$12.8M0.16%
168BADGER METER INCBMI66,444$12.6M0.16%
169FRANKLIN TEMPLETON ETF TRFGDL612,158$12.6M0.16%
170DESCARTES SYS GROUP INC249906108124,479$12.6M0.16%
171MONDELEZ INTL INC609207105183,400$12.4M0.16%
172TELEDYNE TECHNOLOGIES INCTDY24,913$12.4M0.16%
173VANGUARD SCOTTSDALE FDS92206C409157,083$12.4M0.16%
174RESMED INCRSMDF55,270$12.4M0.16%
175LOWES COS INC54866110752,862$12.3M0.16%
176CRANE COMPANYCR80,054$12.3M0.15%
177NVENT ELECTRIC PLCNVT229,872$12.0M0.15%
178INVESCO EXCHANGE TRADED FD TIVZ105,574$12.0M0.15%
179SCHWAB STRATEGIC TR808524771481,186$11.4M0.14%
180DOMINION ENERGY INCD201,338$11.3M0.14%
181DYNATRACE INCDT236,222$11.1M0.14%
182APTARGROUP INCATR74,966$11.1M0.14%
183FIRST TR EXCHANGE-TRADED FD33692010398,642$11.0M0.14%
184SCHWAB STRATEGIC TR808524755304,874$11.0M0.14%
185SCHWAB STRATEGIC TR808524409414,078$11.0M0.14%
186GODADDY INCGDDY60,506$10.9M0.14%
187VANGUARD WORLD FD92191081635,013$10.8M0.14%
188GUIDEWIRE SOFTWARE INCGWRE56,989$10.7M0.13%
189GARMIN LTDGRMN48,592$10.6M0.13%
190DECKERS OUTDOOR CORPDECK93,842$10.5M0.13%
191PHILLIPS 66PSX84,805$10.5M0.13%
192ISHARES TR46428943849,601$10.5M0.13%
193STERLING INFRASTRUCTURE INCSTRL91,617$10.4M0.13%
194TEXAS ROADHOUSE INCTXRH62,118$10.4M0.13%
195PJT PARTNERS INCPJT74,859$10.3M0.13%
196HOULIHAN LOKEY INCHLI63,750$10.3M0.13%
197PACER FDS TR69374H881185,855$10.2M0.13%
198DEXCOM INCDXCM148,679$10.2M0.13%
199VANGUARD SCOTTSDALE FDS92206C62354,370$10.1M0.13%
200LIGAND PHARMACEUTICALS INCLGNZZ96,314$10.1M0.13%
201APPLIED MATLS INC03822210568,458$9.9M0.13%
202MERIT MED SYS INC58988910491,893$9.7M0.12%
203ISHARES INC46434G103179,554$9.7M0.12%
204VANGUARD INDEX FDS92290859538,255$9.7M0.12%
205ENPRO INCNPO59,629$9.6M0.12%
206CACI INTL INC12719030426,293$9.6M0.12%
207SAIA INCSAIA27,483$9.6M0.12%
208FRANKLIN TEMPLETON ETF TRFGDL325,232$9.6M0.12%
209AT&T INCT-PC347,945$9.6M0.12%
210INTERNATIONAL BUSINESS MACHSINTR41,974$9.5M0.12%
211INTEGER HLDGS CORPITGR80,835$9.5M0.12%
212INTERDIGITAL INCIDCC45,777$9.5M0.12%
213RAMBUS INC DELRMBS182,656$9.5M0.12%
214MONOLITHIC PWR SYS INC60983910516,256$9.4M0.12%
215BRIDGEBIO PHARMA INCBBIO272,506$9.4M0.12%
216ARES CAPITAL CORPARCC423,845$9.4M0.12%
217CHAMPION HOMES INCSKY98,791$9.4M0.12%
218VANGUARD WORLD FD92204A30672,061$9.4M0.12%
219ISHARES TR46428722694,087$9.3M0.12%
220DISNEY WALT CO25468710693,822$9.3M0.12%
221CSW INDUSTRIALS INCCSW31,711$9.2M0.12%
222PURE STORAGE INC74624M102208,461$9.2M0.12%
223BOOZ ALLEN HAMILTON HLDG CORBAH87,585$9.2M0.12%
224PHILIP MORRIS INTL INC71817210957,683$9.1M0.11%
225SPDR GOLD TRGLD31,798$9.1M0.11%
226ALTRIA GROUP INCMO152,151$9.1M0.11%
227ACI WORLDWIDE INCACIW163,878$9.0M0.11%
228UFP TECHNOLOGIES INCUFPT44,260$8.9M0.11%
229AUTOMATIC DATA PROCESSING INADP29,171$8.9M0.11%
230BERKSHIRE HATHAWAY INC DELBRK-A11$8.8M0.11%
231AFLAC INCAFL78,952$8.8M0.11%
232FORTINET INCFTNT88,171$8.6M0.11%
233KNIFE RIVER CORPKNF95,310$8.6M0.11%
234INTEL CORPINTC371,241$8.4M0.11%
235VANECK ETF TRUST92189F64395,094$8.4M0.11%
236BALCHEM CORPBCPC50,408$8.4M0.11%
237RTX CORPORATIONRTX62,729$8.3M0.10%
238MARKETAXESS HLDGS INCMKTX38,296$8.3M0.10%
239E L F BEAUTY INCELF131,221$8.2M0.10%
240ISHARES TR464287119101,111$8.2M0.10%
241LEMAITRE VASCULAR INCLMAT97,262$8.2M0.10%
242VERICEL CORPVCEL182,866$8.2M0.10%
243PRICE T ROWE GROUP INCTROW88,731$8.2M0.10%
244FRANKLIN TEMPLETON ETF TRFGDL374,020$8.0M0.10%
245GENERAL DYNAMICS CORPGD29,194$8.0M0.10%
246GE AEROSPACE36960430138,883$7.9M0.10%
247DUPONT DE NEMOURS INCDD105,102$7.9M0.10%
248BOX INCBXCAP253,012$7.8M0.10%
249WISDOMTREE TRWT179,457$7.8M0.10%
250HONEYWELL INTL INC43851610636,642$7.8M0.10%
251CORTEVA INCCTVA123,065$7.7M0.10%
252WALMART INCWMT86,706$7.6M0.10%
253CITIGROUP INCC-PR105,762$7.5M0.09%
254INVESCO EXCH TRADED FD TR IIIVZ185,107$7.4M0.09%
255FIRST TR EXCHANGE-TRADED FD33733E20343,499$7.4M0.09%
256TESLA INCTSLA28,196$7.4M0.09%
257CALIX INCCALX208,017$7.4M0.09%
258BOOT BARN HLDGS INCBOOT68,601$7.4M0.09%
259AMERIS BANCORPABCB127,057$7.3M0.09%
260DATADOG INCDDOG73,605$7.3M0.09%
261WISDOMTREE TRWT110,548$7.3M0.09%
262SAFETY INS GROUP INC78648T10091,664$7.2M0.09%
263ABBOTT LABSABLZF54,781$7.2M0.09%
264WEST PHARMACEUTICAL SVSC INC95530610532,275$7.2M0.09%
265COMFORT SYS USA INC19990810422,367$7.2M0.09%
266VANGUARD SCOTTSDALE FDS92206C64954,149$7.2M0.09%
267SCHWAB STRATEGIC TR808524607306,041$7.2M0.09%
268VANGUARD WORLD FD92204A87641,706$7.1M0.09%
269NOVA LTDNVMI38,225$7.0M0.09%
270COHEN & STEERS INCCNS87,745$7.0M0.09%
271SENSIENT TECHNOLOGIES CORPSXT94,156$7.0M0.09%
272THE CIGNA GROUP12552310021,140$7.0M0.09%
273PROFESIONALLY MANAGED PORTFO74316P645247,317$6.8M0.09%
274ONTO INNOVATION INCONTO55,800$6.8M0.09%
275DOW INCDOW192,157$6.7M0.08%
276FEDEX CORPFDX27,548$6.7M0.08%
277MOOG INCMOG-B38,696$6.7M0.08%
278FIDELITY MERRIMACK STR TR316188309146,689$6.7M0.08%
279ISHARES TR46428748155,777$6.6M0.08%
280SPDR INDEX SHS FDS78463X889180,132$6.6M0.08%
281BJS WHSL CLUB HLDGS INC05550J10157,296$6.5M0.08%
282SCHWAB STRATEGIC TR808524805329,457$6.5M0.08%
283KINDER MORGAN INC DELEP-PC228,155$6.5M0.08%
284UNION PAC CORPUNP27,241$6.4M0.08%
285NEW YORK LIFE INVESTMENTS ET45409B560233,216$6.4M0.08%
286CRITEO S ACRTO180,976$6.4M0.08%
287BLACKROCK ETF TRUST IIBLK121,579$6.4M0.08%
288QUALCOMM INCQCOM40,862$6.3M0.08%
289ISHARES TR46428765530,896$6.3M0.08%
290SPDR SER TR78464A85494,997$6.2M0.08%
291SPDR S&P MIDCAP 400 ETF TRMDY11,478$6.2M0.08%
292INTERFACE INCTILE312,922$6.2M0.08%
293INVESCO EXCHANGE TRADED FD TIVZ123,587$6.2M0.08%
294ISHARES TR46428764824,005$6.1M0.08%
295INVESCO EXCH TRADED FD TR IIIVZ296,950$6.1M0.08%
296GOLDMAN SACHS ETF TRNVGLF61,045$6.1M0.08%
297SCHWAB STRATEGIC TR808524508230,460$6.1M0.08%
298AXON ENTERPRISE INCAXON11,449$6.0M0.08%
299MSCI INCMSCI10,561$6.0M0.08%
300ISHARES TR46428763039,287$5.9M0.07%
301SPDR INDEX SHS FDS78463X509150,766$5.9M0.07%
302ISHARES TR46429B267258,225$5.9M0.07%
303ISHARES TR464289511118,038$5.9M0.07%
304BANK AMERICA CORP060505104139,948$5.9M0.07%
305CRANE NXT COCXT113,802$5.8M0.07%
306ISHARES TR46434V62194,036$5.8M0.07%
307CAPITAL ONE FINL CORP14040H10532,323$5.8M0.07%
308OMNICOM GROUP INCOMC69,148$5.7M0.07%
309ISHARES TR464287234130,011$5.7M0.07%
310DANAHER CORPORATION23585110227,524$5.7M0.07%
311PEPSICO INCPEP37,931$5.7M0.07%
312AIR PRODS & CHEMS INCAIIR19,115$5.6M0.07%
313AZEK CO INC05478C105115,144$5.6M0.07%
314GENERAC HLDGS INCGNRC44,299$5.6M0.07%
315GROUP 1 AUTOMOTIVE INCGPI14,662$5.6M0.07%
316FIRST TR EXCHANGE TRADED FD33738R720135,308$5.5M0.07%
317NOVARTIS AGNVSEF49,331$5.5M0.07%
318AEROVIRONMENT INCAVAV46,061$5.5M0.07%
319INSPIRE MED SYS INC45773010934,384$5.5M0.07%
320SCHWAB STRATEGIC TR808524300215,824$5.4M0.07%
321VANGUARD MUN BD FDS922907746108,499$5.4M0.07%
322VANGUARD BD INDEX FDS92193781969,531$5.3M0.07%
323YETI HLDGS INCYETI157,486$5.2M0.07%
324VANGUARD INDEX FDS92290855357,296$5.2M0.07%
325ISHARES TR46428781272,116$5.2M0.06%
326MEDTRONIC PLCMDT57,309$5.2M0.06%
327PRIMORIS SVCS CORP74164F10389,175$5.1M0.06%
328KINSALE CAP GROUP INC49714P10810,476$5.1M0.06%
329LOCKHEED MARTIN CORPLMT11,402$5.1M0.06%
330LKQ CORPLKQ117,548$5.0M0.06%
331KIMBERLY-CLARK CORPKMB34,897$5.0M0.06%
332COMCAST CORP NEWCCZ134,107$4.9M0.06%
333VANGUARD SCOTTSDALE FDS92206C771106,456$4.9M0.06%
334ISHARES TR46428858852,443$4.9M0.06%
335INSULET CORPPODD18,413$4.8M0.06%
336DELTA AIR LINES INC DELDAL109,637$4.8M0.06%
337VANGUARD INDEX FDS92290875121,364$4.8M0.06%
338ALPS ETF TR00162Q45290,722$4.7M0.06%
339ISHARES TR46428841444,507$4.7M0.06%
340NOVO-NORDISK A SNONOF64,914$4.6M0.06%
341OCEANEERING INTL INC675232102210,298$4.6M0.06%
342ISHARES TR464288687148,567$4.6M0.06%
343ISHARES TR46428852178,959$4.5M0.06%
344WISDOMTREE TRWT57,290$4.5M0.06%
345DOUBLELINE ETF TRUST25861R10597,693$4.5M0.06%
346ISHARES TR46428861242,076$4.5M0.06%
347ISHARES TR46428825737,659$4.4M0.06%
348VANGUARD STAR FDS92190976869,674$4.4M0.05%
349POWER INTEGRATIONS INCPOWI85,748$4.3M0.05%
350PROFESIONALLY MANAGED PORTFO74316P637135,351$4.3M0.05%
351PTC INCPTC27,784$4.3M0.05%
352MEDPACE HLDGS INCMEDP14,034$4.3M0.05%
353ISHARES TR46429B68954,792$4.2M0.05%
354ISHARES TR46428730944,827$4.2M0.05%
355RANGE RES CORPRRC104,658$4.2M0.05%
356VANGUARD INTL EQUITY INDEX F92204277567,923$4.1M0.05%
357SPDR SER TR78464A76330,124$4.1M0.05%
358BOEING COBA-PA23,649$4.1M0.05%
359TAIWAN SEMICONDUCTOR MFG LTD87403910024,347$4.1M0.05%
360INVESCO EXCH TRADED FD TR IIIVZ20,986$4.1M0.05%
361DEERE & CODE8,599$4.0M0.05%
362ISHARES TR46428828144,599$4.0M0.05%
363VALMONT INDS INC92025310114,056$4.0M0.05%
364MORNINGSTAR INCMORN13,260$4.0M0.05%
365SM ENERGY COSM132,782$4.0M0.05%
366INVESCO EXCH TRADED FD TR IIIVZ128,384$3.9M0.05%
367VANGUARD BD INDEX FDS92193782749,699$3.9M0.05%
368VANGUARD WORLD FD92204A40532,352$3.9M0.05%
369CROWDSTRIKE HLDGS INCCRWD10,904$3.9M0.05%
370UNITED RENTALS INCURI6,128$3.8M0.05%
371J P MORGAN EXCHANGE TRADED F46641Q33266,277$3.8M0.05%
372ADOBE INCADBE9,825$3.8M0.05%
373VANGUARD INDEX FDS92290862914,265$3.7M0.05%
374UNITED PARCEL SERVICE INCUPS32,759$3.6M0.05%
375LINCOLN NATL CORP IND534187109100,907$3.6M0.05%
376CACTUS INCWHD77,988$3.6M0.04%
377ILLINOIS TOOL WKS INC45230810914,405$3.6M0.04%
378GENUINE PARTS COGPC29,948$3.6M0.04%
379STARBUCKS CORPSBUX36,079$3.5M0.04%
380MONGODB INCMDB20,079$3.5M0.04%
381VANECK ETF TRUST92189F437121,773$3.5M0.04%
3823M COMMM23,486$3.5M0.04%
383AMERICAN TOWER CORP NEW03027X10015,934$3.5M0.04%
384MORGAN STANLEYMS-PQ29,516$3.5M0.04%
385KENVUE INCKVUE142,940$3.4M0.04%
386SSGA ACTIVE TR78470P846120,123$3.4M0.04%
387PIMCO ETF TR72201R83333,511$3.4M0.04%
388CDW CORPCDW20,992$3.4M0.04%
389ENTEGRIS INCENTG38,094$3.3M0.04%
390MARVELL TECHNOLOGY INCMRVL53,530$3.3M0.04%
391FIDELITY COVINGTON TRUST31609A404111,290$3.3M0.04%
392AVERY DENNISON CORPAVY18,556$3.3M0.04%
393DUOLINGO INCDUOL10,624$3.3M0.04%
394BANK NEW YORK MELLON CORP06405810039,166$3.3M0.04%
395TEXAS INSTRS INC88250810418,136$3.3M0.04%
396PUBLIC SVC ENTERPRISE GRP IN74457310639,367$3.3M0.04%
397SCHWAB STRATEGIC TR808524847149,940$3.2M0.04%
398VANGUARD SCOTTSDALE FDS92206C70653,781$3.2M0.04%
399T-MOBILE US INCTMUSZ11,947$3.2M0.04%
400AUTODESK INCADSK12,042$3.2M0.04%
401TRAVELERS COMPANIES INCTRV11,865$3.1M0.04%
402SSGA ACTIVE ETF TR78467V60875,701$3.1M0.04%
403BLACKSTONE INCBX22,010$3.1M0.04%
404MATTHEWS INTL FDS577130610112,329$3.1M0.04%
405EQUINIX INCEQIX3,798$3.1M0.04%
406PROGRESSIVE CORP74331510310,961$3.1M0.04%
407VANGUARD BD INDEX FDS92193783542,105$3.1M0.04%
408US BANCORP DELUSB-PS72,782$3.1M0.04%
409SHERWIN WILLIAMS COSHW8,733$3.0M0.04%
410FISERV INCFISV13,733$3.0M0.04%
411LINCOLN ELEC HLDGS INC53390010615,952$3.0M0.04%
412POOL CORPPOOL9,473$3.0M0.04%
413CANADIAN PACIFIC KANSAS CITYCP42,875$3.0M0.04%
414DUKE ENERGY CORP NEWDUKB25,849$3.0M0.04%
415WISDOMTREE TRWT54,380$3.0M0.04%
416MARSH & MCLENNAN COS INC57174810212,370$3.0M0.04%
417COLUMBIA ETF TR I19761L70690,009$3.0M0.04%
418WESTERN ALLIANCE BANCORPWAL-PA38,734$3.0M0.04%
419ISHARES TR46435G10235,504$3.0M0.04%
420WISDOMTREE TRWT27,000$3.0M0.04%
421DIMENSIONAL ETF TRUST25434V70889,706$3.0M0.04%
422CHOICE HOTELS INTL INC16990510622,208$2.9M0.04%
423CLEARWATER ANALYTICS HLDGS ICWAN109,614$2.9M0.04%
424SCHWAB STRATEGIC TR808524870108,586$2.9M0.04%
425AMERIPRISE FINL INC03076C1065,861$2.8M0.04%
426PAYCHEX INCPAYX18,402$2.8M0.04%
427BELPOINTE PREP LLCOZ43,940$2.8M0.04%
428ISHARES TR46428749933,243$2.8M0.04%
429SOUTHERN COSOMN31,035$2.8M0.04%
430SIMPLY GOOD FOODS COSMPL81,965$2.8M0.04%
431J P MORGAN EXCHANGE TRADED F46641Q67060,234$2.8M0.04%
432BLACKROCK INCBLK2,947$2.8M0.04%
433GILEAD SCIENCES INCGILD24,615$2.7M0.03%
434S&P GLOBAL INCSPGI5,380$2.7M0.03%
435SUNCOR ENERGY INC NEWSU69,549$2.7M0.03%
436MAPLEBEAR INCCART67,451$2.7M0.03%
437CENCORA INCCOR9,650$2.7M0.03%
438ISHARES INC46428653345,780$2.7M0.03%
439REPLIGEN CORPRGEN20,812$2.7M0.03%
440VANGUARD WORLD FD92204A60310,394$2.6M0.03%
441ABRDN ETFS00326120376,481$2.6M0.03%
442GOLAR LNG LTDGLNG68,600$2.6M0.03%
443GE VERNOVA INCGEV8,214$2.6M0.03%
444SIRIUSXM HOLDINGS INC829933100114,086$2.6M0.03%
445PROLOGIS INC.PLDGP22,919$2.6M0.03%
446VANGUARD CHARLOTTE FDS92203J40752,159$2.5M0.03%
447IRON MTN INC DEL46284V10129,559$2.5M0.03%
448INTUITINTU4,088$2.5M0.03%
449WHIRLPOOL CORPWHR-PA27,468$2.5M0.03%
450ISHARES TR46428864647,029$2.5M0.03%
451ELASTIC N VESTC27,570$2.5M0.03%
452ISHARES TR46428717621,819$2.4M0.03%
453VANGUARD INDEX FDS9229085389,811$2.4M0.03%
454NORFOLK SOUTHN CORP65584410810,150$2.4M0.03%
455ISHARES GOLD TRIAU76,355$2.4M0.03%
456DOUBLELINE ETF TRUST25861R30345,613$2.4M0.03%
457D R HORTON INC23331A10918,551$2.4M0.03%
458TOTALENERGIES SETTE36,513$2.4M0.03%
459PAYPAL HLDGS INCPYPL35,818$2.4M0.03%
460FIFTH THIRD BANCORPFITBM59,373$2.3M0.03%
461DARDEN RESTAURANTS INCDRI11,200$2.3M0.03%
462INVESCO EXCHANGE TRADED FD TIVZ37,069$2.3M0.03%
463AVNET INCAVT47,656$2.3M0.03%
464FTI CONSULTING INCFCN13,901$2.3M0.03%
465AON PLCAON5,708$2.3M0.03%
466SNAP ON INCSNA6,730$2.3M0.03%
467COTERRA ENERGY INCCTRA77,748$2.3M0.03%
468VANGUARD WHITEHALL FDS92194688535,067$2.3M0.03%
469VANGUARD WORLD FD92204A88414,946$2.2M0.03%
470CONSOLIDATED EDISON INCED20,182$2.2M0.03%
471VANGUARD INTL EQUITY INDEX F92204271819,112$2.2M0.03%
472ISHARES TR46428776235,918$2.2M0.03%
473VANGUARD WORLD FD92191087310,847$2.2M0.03%
474SPDR DOW JONES INDL AVERAGE78467X1095,189$2.2M0.03%
475METLIFE INCMET-PF26,668$2.2M0.03%
476J P MORGAN EXCHANGE TRADED F46641Q64743,315$2.2M0.03%
477ISHARES TR46436E71821,388$2.2M0.03%
478AMETEK INCAME12,506$2.2M0.03%
479MOTOROLA SOLUTIONS INCMSI4,899$2.1M0.03%
480DEVON ENERGY CORP NEW25179M10357,219$2.1M0.03%
481ADVANCED MICRO DEVICES INCAMD20,349$2.1M0.03%
482AMPHENOL CORP NEW03209510132,191$2.1M0.03%
483ISHARES TR46428724219,283$2.1M0.03%
484HONDA MOTOR LTDHNDAF77,038$2.1M0.03%
485ISHARES TR46435G67241,810$2.1M0.03%
486YUM BRANDS INCYUM13,248$2.1M0.03%
487WELLS FARGO CO NEW94974610128,654$2.1M0.03%
488WERNER ENTERPRISES INCWERN69,808$2.0M0.03%
489SSGA ACTIVE ETF TR78467V70750,214$2.0M0.03%
490CONSTELLATION BRANDS INCSTZ10,946$2.0M0.03%
491ISHARES TR46432F33911,705$2.0M0.03%
492FIRST TR EXCHANGE-TRADED FD33738D10153,420$2.0M0.03%
493LAM RESEARCH CORPLRCX26,910$2.0M0.02%
494SIX FLAGS ENTERTAINMENT CORPFUN55,450$2.0M0.02%
495HAWAIIAN ELEC INDUSTRIES419870100178,606$2.0M0.02%
496LENNAR CORPLEN-B17,004$2.0M0.02%
497FIDELITY COVINGTON TRUST31609287334,515$1.9M0.02%
498INVESCO EXCHANGE TRADED FD TIVZ30,000$1.9M0.02%
499MCKESSON CORPMCK2,878$1.9M0.02%
500SERVICE PPTYS TR81761L102739,277$1.9M0.02%