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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 2025 · Filed July 16, 2025 · Accession 0001951757-25-000874

Total Value
$4.75B
Positions
761
Other Managers
18
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1KLA CORPKLAC874,187$783.0M16.76%
2ISHARES TR464287200269,665$167.4M3.58%
3MICROSOFT CORPMSFT245,391$122.1M2.61%
4APPLE INCAAPL582,071$119.4M2.56%
5SPDR SERIES TRUST78468R6631,275,573$117.0M2.51%
6AMAZON COM INCAMZN386,743$84.8M1.82%
7JPMORGAN CHASE & CO.VYLD252,486$73.2M1.57%
8INVESCO EXCHANGE TRADED FD TIVZ380,120$69.1M1.48%
9NVIDIA CORPORATIONNVDA420,839$66.5M1.42%
10META PLATFORMS INCMETA76,870$56.7M1.21%
11COSTCO WHSL CORP NEW22160K10554,939$54.4M1.16%
12VISA INCV146,416$52.0M1.11%
13SPDR S&P 500 ETF TRSPY80,705$49.9M1.07%
14SPDR SERIES TRUST78468R8531,118,045$47.6M1.02%
15INVESCO QQQ TRIVZ85,644$47.2M1.01%
16NETFLIX INCNFLX33,947$45.5M0.97%
17SPDR INDEX SHS FDS78463X8891,106,640$44.8M0.96%
18ISHARES TR464288638817,563$43.6M0.93%
19BERKSHIRE HATHAWAY INC DELBRK-A89,554$43.5M0.93%
20ISHARES TR464287499439,991$40.5M0.87%
21SELECT SECTOR SPDR TR81369Y605767,591$40.2M0.86%
22VANGUARD STAR FDS921909768575,147$39.7M0.85%
23ISHARES TR464287655182,372$39.4M0.84%
24BROADCOM INCAVGO134,077$37.0M0.79%
25ISHARES TR464288646687,177$36.3M0.78%
26ALPHABET INCGOOG190,536$33.6M0.72%
27SELECT SECTOR SPDR TR81369Y803131,617$33.3M0.71%
28SPDR SERIES TRUST78464A508635,558$33.3M0.71%
29ISHARES TR4642886871,083,281$33.2M0.71%
30ORACLE CORPORCL-PD151,381$33.1M0.71%
31SPDR SERIES TRUST78464A409343,675$32.8M0.70%
32ISHARES TR464287226329,260$32.7M0.70%
33ISHARES TR464287176279,581$30.8M0.66%
34CATERPILLAR INCCAT75,704$29.4M0.63%
35ALPHABET INCGOOG165,555$29.4M0.63%
36ELI LILLY & COLLY36,638$28.6M0.61%
37ISHARES TR464288588300,740$28.2M0.60%
38GALLAGHER ARTHUR J & CO36357610984,309$27.0M0.58%
39EXXON MOBIL CORPXOM245,542$26.5M0.57%
40ISHARES TR464287457316,095$26.2M0.56%
41BOSTON SCIENTIFIC CORPBSX238,666$25.6M0.55%
42SPOTIFY TECHNOLOGY S ASPOT32,392$24.9M0.53%
43VANGUARD INDEX FDS92290853885,688$24.4M0.52%
44ABBOTT LABSABLZF178,187$24.2M0.52%
45WASTE MGMT INC DEL94106L109104,330$23.9M0.51%
46INTERNATIONAL BUSINESS MACHSINTR80,851$23.8M0.51%
47PROGRESSIVE CORP74331510387,505$23.4M0.50%
48VANGUARD INDEX FDS92290873649,108$21.5M0.46%
49ISHARES GOLD TRIAU344,512$21.5M0.46%
50J P MORGAN EXCHANGE TRADED F46641Q837423,600$21.5M0.46%
51OREILLY AUTOMOTIVE INC67103H107220,681$19.9M0.43%
52SPDR SERIES TRUST78464A847347,726$18.9M0.40%
53HOWMET AEROSPACE INCHWM97,670$18.2M0.39%
54VANGUARD INDEX FDS922908744100,702$17.8M0.38%
55JOHNSON & JOHNSONJNJ112,201$17.1M0.37%
56SELECT SECTOR SPDR TR81369Y100183,307$16.1M0.34%
57BANK NEW YORK MELLON CORP064058100176,611$16.1M0.34%
58CISCO SYS INCCSCO230,736$16.0M0.34%
59VANGUARD INDEX FDS92290876952,549$16.0M0.34%
60ISHARES TR46428761436,469$15.5M0.33%
61VANGUARD SCOTTSDALE FDS92206C706252,094$15.1M0.32%
62GE AEROSPACE36960430157,201$14.7M0.32%
63VANGUARD SPECIALIZED FUNDS92190884470,963$14.5M0.31%
64TJX COS INC NEW872540109117,447$14.5M0.31%
65SPDR SERIES TRUST78468R788333,498$14.2M0.30%
66NEWMONT CORPNEMCL242,143$14.1M0.30%
67CROWDSTRIKE HLDGS INCCRWD27,294$13.9M0.30%
68CASEYS GEN STORES INC14752810326,667$13.6M0.29%
69SCHWAB STRATEGIC TR808524797511,699$13.6M0.29%
70MCKESSON CORPMCK18,448$13.5M0.29%
71HOME DEPOT INCHD36,218$13.3M0.28%
72DEERE & CODE25,912$13.2M0.28%
73T-MOBILE US INCTMUSZ54,329$12.9M0.28%
74SOUTHERN COSOMN140,307$12.9M0.28%
75SELECT SECTOR SPDR TR81369Y20995,123$12.8M0.27%
76ISHARES TR464288158117,055$12.4M0.27%
77STRYKER CORPORATIONSYK31,408$12.4M0.27%
78SELECT SECTOR SPDR TR81369Y506146,052$12.4M0.27%
79SAP SESAPGF40,164$12.2M0.26%
80AMGEN INCAMGN43,417$12.1M0.26%
81PROCTER AND GAMBLE CO74271810975,820$12.1M0.26%
82MERCADOLIBRE INCMELI4,556$11.9M0.25%
83DISNEY WALT CO25468710695,082$11.8M0.25%
84ISHARES TR464287432133,239$11.8M0.25%
85ISHARES TR464288414112,038$11.7M0.25%
86GOLDMAN SACHS GROUP INCGSCE16,310$11.5M0.25%
87BANK AMERICA CORP060505104240,400$11.4M0.24%
88VANGUARD INTL EQUITY INDEX F922042775169,155$11.4M0.24%
89CENCORA INCCOR37,756$11.3M0.24%
90ACCENTURE PLC IRELANDACN36,866$11.0M0.24%
91ISHARES INC464286608179,490$10.7M0.23%
92CHEVRON CORP NEWCVX72,280$10.3M0.22%
93VANGUARD INDEX FDS92290836317,809$10.1M0.22%
94CAPITAL ONE FINL CORP14040H10547,500$10.1M0.22%
95MCDONALDS CORPMCD34,478$10.1M0.22%
96SELECT SECTOR SPDR TR81369Y70467,989$10.0M0.21%
97SELECT SECTOR SPDR TR81369Y85291,094$9.9M0.21%
98WALMART INCWMT100,877$9.9M0.21%
99ZOETIS INCZTS61,621$9.6M0.21%
100SERVICENOW INCNOW9,285$9.5M0.20%
101NEXTERA ENERGY INCNEE-PW136,020$9.4M0.20%
102PALO ALTO NETWORKS INCPANW45,583$9.3M0.20%
103CHUBB LIMITEDCB31,643$9.2M0.20%
104PHILIP MORRIS INTL INC71817210949,920$9.1M0.19%
105SELECT SECTOR SPDR TR81369Y886110,353$9.0M0.19%
106VANGUARD WORLD FD92204A50436,039$8.9M0.19%
107CBOE GLOBAL MKTS INC12503M10837,801$8.8M0.19%
108ISHARES TR46428780478,641$8.6M0.18%
109COCA COLA COKO121,323$8.6M0.18%
110SALESFORCE INCCRM30,527$8.3M0.18%
111ROLLINS INCROL140,015$7.9M0.17%
112ABBVIE INCABBV42,553$7.9M0.17%
113SPDR GOLD TRGLD25,123$7.7M0.16%
114PEPSICO INCPEP56,684$7.5M0.16%
115QUANTA SVCS INC74762E10219,761$7.5M0.16%
116KINDER MORGAN INC DELEP-PC253,325$7.4M0.16%
117MASTERCARD INCORPORATEDMA13,092$7.4M0.16%
118WILLIS TOWERS WATSON PLC LTDWTW23,996$7.4M0.16%
119VERIZON COMMUNICATIONS INCVZ169,957$7.4M0.16%
120INTERCONTINENTAL EXCHANGE IN45866F10440,032$7.3M0.16%
121HONEYWELL INTL INC43851610631,533$7.3M0.16%
122BLACKSTONE INCBX48,802$7.3M0.16%
123INTUITIVE SURGICAL INCISRG12,983$7.1M0.15%
124AMERICAN CENTY ETF TR025072398159,476$7.0M0.15%
125APPLOVIN CORPAPP20,086$7.0M0.15%
126ISHARES TR46428770556,308$7.0M0.15%
127AMERICAN CENTY ETF TR02507230762,890$6.9M0.15%
128GARTNER INCIT16,958$6.9M0.15%
129VERISK ANALYTICS INCVRSK21,745$6.8M0.15%
130SPDR S&P MIDCAP 400 ETF TRMDY11,889$6.7M0.14%
131ARK 21SHARES BITCOIN ETFARKB188,001$6.7M0.14%
132PENTAIR PLCPNR64,364$6.6M0.14%
133L3HARRIS TECHNOLOGIES INCLHX26,038$6.5M0.14%
134MEDTRONIC PLCMDT74,819$6.5M0.14%
135COMCAST CORP NEWCCZ180,773$6.5M0.14%
136VANECK ETF TRUST92189F387285,160$6.4M0.14%
137AMERICAN CENTY ETF TR02507287770,169$6.4M0.14%
138CUMMINS INCCMI19,351$6.3M0.14%
139PFIZER INCPFE261,078$6.3M0.14%
140SNOWFLAKE INCSNOW28,148$6.3M0.13%
141ISHARES TR46429B69766,102$6.2M0.13%
142SEMPRASREA80,922$6.1M0.13%
143PAYCOM SOFTWARE INCPAYC25,869$6.0M0.13%
144AMERICAN ELEC PWR CO INC02553710155,413$5.7M0.12%
145SELECT SECTOR SPDR TR81369Y40725,937$5.6M0.12%
146BERKLEY W R CORPWRB-PH76,334$5.6M0.12%
147CONOCOPHILLIPSCOP61,237$5.5M0.12%
148UBER TECHNOLOGIES INCUBER58,861$5.5M0.12%
149SCHWAB STRATEGIC TR808524300186,833$5.5M0.12%
150EMBRAER S.A.EMBJ94,698$5.4M0.12%
151ARISTA NETWORKS INCANET51,483$5.3M0.11%
152PHILLIPS 66PSX43,927$5.2M0.11%
153EQUINIX INCEQIX6,580$5.2M0.11%
154PTC INCPTC29,696$5.1M0.11%
155ADVANCED MICRO DEVICES INCAMD36,046$5.1M0.11%
156AMERICAN EXPRESS COAXP15,979$5.1M0.11%
157DOMINOS PIZZA INCDPZ11,117$5.0M0.11%
158UNITEDHEALTH GROUP INCUNH15,951$5.0M0.11%
159WILLIAMS COS INC96945710079,171$5.0M0.11%
160STARBUCKS CORPSBUX53,840$4.9M0.11%
161GILEAD SCIENCES INCGILD44,479$4.9M0.11%
162HERSHEY COHSY29,649$4.9M0.11%
163TESLA INCTSLA15,354$4.9M0.10%
164VANGUARD INDEX FDS92290865224,851$4.8M0.10%
165RESMED INCRSMDF18,203$4.7M0.10%
166VANGUARD WORLD FD92204A87626,472$4.7M0.10%
167RTX CORPORATIONRTX31,604$4.6M0.10%
168SCHWAB CHARLES CORPSCHW-PJ50,363$4.6M0.10%
169AT&T INCT-PC154,562$4.5M0.10%
170QUALCOMM INCQCOM28,041$4.5M0.10%
171REPUBLIC SVCS INC76075910018,025$4.4M0.10%
172SCHWAB STRATEGIC TR808524862181,041$4.4M0.09%
173SELECT SECTOR SPDR TR81369Y30854,342$4.4M0.09%
174ISHARES INC464286806103,272$4.4M0.09%
175PALANTIR TECHNOLOGIES INCPLTR31,920$4.4M0.09%
176SCHWAB STRATEGIC TR808524409157,064$4.3M0.09%
177ISHARES TR46428715032,080$4.3M0.09%
178ISHARES TR46428710114,202$4.3M0.09%
179VANGUARD WORLD FD92204A7026,442$4.3M0.09%
180REALTY INCOME CORPO71,988$4.1M0.09%
181BECTON DICKINSON & COBDX24,057$4.1M0.09%
182NUVEEN NEW YORK AMT QLT MUNINU417,581$4.1M0.09%
183VANGUARD INDEX FDS92290851225,044$4.1M0.09%
184ISHARES BITCOIN TRUST ETFIBIT64,919$4.0M0.09%
185ISHARES TR46428762211,576$3.9M0.08%
186APPLE HOSPITALITY REIT INCAPLE336,255$3.9M0.08%
187ISHARES TR46428750762,426$3.9M0.08%
188MARATHON PETE CORPMARA23,187$3.9M0.08%
189ISHARES TR46428986762,098$3.8M0.08%
190ROYAL CARIBBEAN GROUPV7780T10312,040$3.8M0.08%
191BLACKROCK INCBLK3,502$3.7M0.08%
192SCHWAB STRATEGIC TR808524201150,067$3.7M0.08%
193MCCORMICK & CO INCMKC-V48,140$3.6M0.08%
194SPROUTS FMRS MKT INC85208M10222,162$3.6M0.08%
195ARCHER DANIELS MIDLAND COADM68,742$3.6M0.08%
196ROKU INCROKU40,314$3.5M0.08%
197FREEPORT-MCMORAN INCFCX80,948$3.5M0.08%
198TEMPUS AI INCTEM54,572$3.5M0.07%
199AMPHENOL CORP NEW03209510134,920$3.4M0.07%
200VEEVA SYS INCVEEV11,929$3.4M0.07%
201GENERAL MTRS CO37045V10069,197$3.4M0.07%
202LOCKHEED MARTIN CORPLMT7,325$3.4M0.07%
203AST SPACEMOBILE INCASTS72,192$3.4M0.07%
204UNION PAC CORPUNP14,651$3.4M0.07%
205VANGUARD INDEX FDS92290875114,082$3.3M0.07%
206EATON CORP PLCETN9,250$3.3M0.07%
207EATON VANCE MUN BD FDETN326,489$3.2M0.07%
208UNILEVER PLCUNLYF50,924$3.1M0.07%
209ISHARES TR46432F33917,027$3.1M0.07%
210SPROTT PHYSICAL GOLD TRSII121,157$3.1M0.07%
211CANADIAN NAT RES LTD13638510197,290$3.1M0.07%
212GLOBAL PMTS INC37940X10237,907$3.0M0.06%
213SPDR SERIES TRUST78464A85441,278$3.0M0.06%
214SPDR SERIES TRUST78464A30037,578$3.0M0.06%
215SPDR SERIES TRUST78464A20133,487$3.0M0.06%
216VANGUARD WELLINGTON FD92193587029,200$2.9M0.06%
217CINTAS CORPCTAS12,883$2.9M0.06%
218MERCK & CO INCMRK35,945$2.8M0.06%
219INTUITINTU3,611$2.8M0.06%
220VANGUARD INDEX FDS92290862910,108$2.8M0.06%
221DOMINION ENERGY INCD49,562$2.8M0.06%
222BRISTOL-MYERS SQUIBB COCELG-RI59,878$2.8M0.06%
223TRUIST FINL CORP89832Q10964,125$2.8M0.06%
224AFLAC INCAFL25,455$2.7M0.06%
225KIMBERLY-CLARK CORPKMB20,816$2.7M0.06%
226GRAIL INCGRAL51,647$2.7M0.06%
227TAIWAN SEMICONDUCTOR MFG LTD87403910011,674$2.6M0.06%
228SEA LTDSE16,383$2.6M0.06%
2293M COMMM17,093$2.6M0.06%
230AMERICAN TOWER CORP NEW03027X10011,672$2.6M0.06%
231NIKE INCNKE35,774$2.5M0.05%
232EVERGY INCEVRG36,749$2.5M0.05%
233CYBERARK SOFTWARE LTDM2682V1086,219$2.5M0.05%
234SCHWAB STRATEGIC TR80852470683,202$2.5M0.05%
235MONDELEZ INTL INC60920710536,955$2.5M0.05%
236UNITED RENTALS INCURI3,222$2.4M0.05%
237VOYAGER TECHNOLOGIES INCVOYG61,805$2.4M0.05%
238BLACKROCK MUNIHLDNGS CALI QLBLK234,076$2.4M0.05%
239ALLSTATE CORPALL-PJ11,761$2.4M0.05%
240INTEL CORPINTC105,982$2.4M0.05%
241SPDR SERIES TRUST78468R52323,825$2.4M0.05%
242CAMECO CORPCCJ31,540$2.3M0.05%
243GEN DIGITAL INCGENVR79,271$2.3M0.05%
244NORTHROP GRUMMAN CORPNOC4,637$2.3M0.05%
245LOWES COS INC54866110710,407$2.3M0.05%
246TEXAS INSTRS INC88250810410,971$2.3M0.05%
247PRINCIPAL FINANCIAL GROUP INPFG28,500$2.3M0.05%
248DUKE ENERGY CORP NEWDUKB19,164$2.3M0.05%
249SPDR SERIES TRUST78468R73947,200$2.3M0.05%
250SCHWAB STRATEGIC TR808524805101,439$2.2M0.05%
251APPLIED MATLS INC03822210512,194$2.2M0.05%
252CAVA GROUP INCCAVA26,434$2.2M0.05%
253ISHARES TR4642876896,320$2.2M0.05%
254CORCEPT THERAPEUTICS INCCORT30,200$2.2M0.05%
255MARRIOTT INTL INC NEW5719032027,959$2.2M0.05%
256DIAGEO PLCDGEAF21,490$2.2M0.05%
257FISERV INCFISV12,566$2.2M0.05%
258ANALOG DEVICES INCADI9,031$2.1M0.05%
259INVESCO EXCHANGE TRADED FD TIVZ30,082$2.1M0.05%
260ISHARES TR46428734154,222$2.1M0.05%
261COUPANG INCCPNG69,840$2.1M0.04%
262BLACKROCK MUN INCOME TRBLK217,537$2.1M0.04%
263CARRIER GLOBAL CORPORATIONCARR28,082$2.1M0.04%
264THERMO FISHER SCIENTIFIC INCTMO5,050$2.0M0.04%
265VANGUARD WORLD FD92204A88411,829$2.0M0.04%
266VANGUARD BD INDEX FDS92193783527,174$2.0M0.04%
267VANGUARD INDEX FDS92290855322,459$2.0M0.04%
268VANGUARD INTL EQUITY INDEX F92204285839,477$2.0M0.04%
269TRAVELERS COMPANIES INCTRV7,292$2.0M0.04%
270BLACKROCK MUN TARGET TERM TRBLK88,900$1.9M0.04%
271CORNING INCGLW36,974$1.9M0.04%
272CONSOLIDATED EDISON INCED19,365$1.9M0.04%
273JOHNSON CTLS INTL PLCG5150210518,364$1.9M0.04%
274ROPER TECHNOLOGIES INCROP3,413$1.9M0.04%
275AXON ENTERPRISE INCAXON2,332$1.9M0.04%
276SELECT SECTOR SPDR TR81369Y86046,177$1.9M0.04%
277ISHARES TR46428881030,360$1.9M0.04%
278VENTAS INCVTR30,109$1.9M0.04%
279NORFOLK SOUTHN CORP6558441087,417$1.9M0.04%
280ULTA BEAUTY INCULTA4,013$1.9M0.04%
281AA MISSION ACQUISITION CORPYCY-WT180,125$1.9M0.04%
282PAYCHEX INCPAYX12,614$1.8M0.04%
283FAIR ISAAC CORPFICO1,003$1.8M0.04%
284VANGUARD WHITEHALL FDS92194640613,653$1.8M0.04%
285AMCOR PLCAMCCF197,920$1.8M0.04%
286CME GROUP INCCME6,568$1.8M0.04%
287KNIFE RIVER CORPKNF22,121$1.8M0.04%
288ADOBE INCADBE4,659$1.8M0.04%
289SYSCO CORPSYY23,465$1.8M0.04%
290VANGUARD TAX-MANAGED FDS92194385831,101$1.8M0.04%
291DOCUSIGN INCDOCU22,742$1.8M0.04%
292SCHWAB STRATEGIC TR80852460768,991$1.7M0.04%
293KKR & CO INCKKRT12,903$1.7M0.04%
294ISHARES TR4642876485,992$1.7M0.04%
295VALERO ENERGY CORPVLO12,686$1.7M0.04%
296US BANCORP DELUSB-PS37,176$1.7M0.04%
297APTIV PLCAPTV24,520$1.7M0.04%
298UNITED PARCEL SERVICE INCUPS16,544$1.7M0.04%
299GXO LOGISTICS INCORPORATEDGXO34,170$1.7M0.04%
300BLACKROCK MUNIHOLDINGS FD INBLK147,900$1.7M0.04%
301ISHARES TR46428729117,807$1.6M0.04%
302INNOVATOR ETFS TRUSTINHD37,262$1.6M0.04%
303LINDE PLCLIN3,449$1.6M0.03%
304PRUDENTIAL FINL INCPUKPF14,887$1.6M0.03%
305VANGUARD INDEX FDS9229086375,597$1.6M0.03%
306CITIGROUP INCC-PR18,750$1.6M0.03%
307ISHARES TR46428851319,774$1.6M0.03%
308MONOLITHIC PWR SYS INC6098391052,175$1.6M0.03%
309MICRON TECHNOLOGY INCMU12,854$1.6M0.03%
310STAR BULK CARRIERS CORP.SBLK89,384$1.5M0.03%
311CHEWY INCCHWY36,154$1.5M0.03%
312ALLEGION PLCALLE10,679$1.5M0.03%
313MORGAN STANLEYMS-PQ10,900$1.5M0.03%
314MSCI INCMSCI2,641$1.5M0.03%
315ENBRIDGE INCENNPF33,610$1.5M0.03%
316GLACIER BANCORP INC NEWGBCI35,179$1.5M0.03%
317XPO INCXPO11,961$1.5M0.03%
318XCEL ENERGY INCXELLL22,080$1.5M0.03%
319CACI INTL INC1271903043,136$1.5M0.03%
320MOLSON COORS BEVERAGE COTAP-A30,911$1.5M0.03%
321UNIVERSAL TECHNICAL INST INCUTI43,466$1.5M0.03%
322ISHARES INC46428653323,195$1.5M0.03%
323DANAHER CORPORATION2358511027,329$1.4M0.03%
324SCHWAB STRATEGIC TR80852450850,642$1.4M0.03%
325WAYSTAR HLDG CORPWAY34,724$1.4M0.03%
326WELLS FARGO CO NEW94974610117,712$1.4M0.03%
327ISHARES TR4642877218,139$1.4M0.03%
328FIRST TR EXCHANGE TRADED FD33734X19211,564$1.4M0.03%
329F5 INCFFIV4,765$1.4M0.03%
330CLOROX CO DELCLX11,659$1.4M0.03%
331CVS HEALTH CORPCVS20,231$1.4M0.03%
332BOEING COBA-PA6,625$1.4M0.03%
333MARVELL TECHNOLOGY INCMRVL17,905$1.4M0.03%
334GARMIN LTDGRMN6,624$1.4M0.03%
335LABCORP HOLDINGS INCLH5,187$1.4M0.03%
336AON PLCAON3,814$1.4M0.03%
337TASEKO MINES LTDTGB425,821$1.3M0.03%
338VERTEX PHARMACEUTICALS INCVRTX3,010$1.3M0.03%
339WHEATON PRECIOUS METALS CORPWPM14,826$1.3M0.03%
340YUM BRANDS INCYUM8,910$1.3M0.03%
341MR COOPER GROUP INC62482R1078,838$1.3M0.03%
342AMPLIFY ETF TR03210866415,119$1.3M0.03%
343BLACKROCK MUNIVEST FD INCBLK198,260$1.3M0.03%
344SPDR SERIES TRUST78464A7639,476$1.3M0.03%
345VANECK ETF TRUST92189F6764,588$1.3M0.03%
346TE CONNECTIVITY PLCTEL7,490$1.3M0.03%
347JABIL INCJBL5,751$1.3M0.03%
348SHOPIFY INCSHOP10,829$1.2M0.03%
349GLOBAL X FDS37954Y38432,938$1.2M0.03%
350CONSTELLATION ENERGY CORPCEG3,774$1.2M0.03%
351ECOLAB INCECL4,502$1.2M0.03%
352ITT INCITT7,658$1.2M0.03%
353IDEXX LABS INC45168D1042,228$1.2M0.03%
354NEUBERGER BERMAN NEXT GENERANBXG81,820$1.2M0.03%
355NOVO-NORDISK A SNONOF17,301$1.2M0.03%
356ISHARES TR4642871688,944$1.2M0.03%
357LAM RESEARCH CORPLRCX11,953$1.2M0.02%
358AUTOZONE INCAZO313$1.2M0.02%
359MDU RES GROUP INC55269010968,832$1.2M0.02%
360TRIPADVISOR INCTRIP88,275$1.2M0.02%
361BROADRIDGE FINL SOLUTIONS IN11133T1034,711$1.1M0.02%
362INVESCO MUNICIPAL TRUSTVKQ124,380$1.1M0.02%
363VANGUARD BD INDEX FDS92193779315,830$1.1M0.02%
364LAMAR ADVERTISING CO NEWLAMR9,030$1.1M0.02%
365EXELIXIS INCEXEL24,831$1.1M0.02%
366HENRY SCHEIN INCHSIC14,834$1.1M0.02%
367ANGEL OAK FINL STRATEGIES IN03464A10083,435$1.1M0.02%
368TKO GROUP HOLDINGS INCTKO5,938$1.1M0.02%
369CANADIAN PACIFIC KANSAS CITYCP13,609$1.1M0.02%
370ISHARES TR46428744011,219$1.1M0.02%
371SPDR SERIES TRUST78468R72123,627$1.1M0.02%
372CELSIUS HLDGS INCCELH22,595$1.0M0.02%
373VANGUARD INTL EQUITY INDEX F92204286612,651$1.0M0.02%
374NUVEEN AMT FREE MUN CR INC FNU85,610$1.0M0.02%
375AERCAP HOLDINGS NVAER8,657$1.0M0.02%
376GRAYSCALE BITCOIN TRUST ETFGBTC11,931$1.0M0.02%
377ISHARES TR4642875985,196$1.0M0.02%
378CARMAX INCKMX15,011$1.0M0.02%
379DWS MUN INCOME TR NEW233368109114,061$1.0M0.02%
380ONESTREAM INCOS35,202$996,2170.02%
381ISHARES TR46428756416,267$994,8900.02%
382NUVEEN NASDAQ 100 DYNAMIC OV67069910737,110$982,3020.02%
383TRADEWEB MKTS INC8926721066,708$982,0550.02%
384AIRBNB INCABNB7,416$981,4340.02%
385GABELLI DIVID & INCOME TR36242H10437,713$980,9160.02%
386ESCO TECHNOLOGIES INCESE5,102$978,9220.02%
387ZIMMER BIOMET HOLDINGS INCZBH10,721$977,8630.02%
388BADGER METER INCBMI3,976$974,0000.02%
389J P MORGAN EXCHANGE TRADED F46641Q33216,892$960,3110.02%
390ALBANY INTL CORP01234810813,633$956,0840.02%
391ASTRAZENECA PLCAZN13,667$955,0570.02%
392ISHARES TR46434V73814,350$949,9700.02%
393SIXTH STREET SPECIALTY LENDITSLX39,220$933,8290.02%
394ADTALEM GLOBAL ED INCADT7,274$925,4720.02%
395WESTERN ASST INFLTN LKD INM95766Q106110,043$924,3620.02%
396INVESCO TR INVT GRADE MUNSIVZ97,200$922,4280.02%
397ONEOK INC NEWOKE11,285$921,1880.02%
398GENERAL DYNAMICS CORPGD3,141$916,0460.02%
399ISHARES TR46428877818,484$915,8830.02%
400MATERION CORPMTRN11,530$915,1370.02%
401MICROCHIP TECHNOLOGY INC.MCHPP13,700$912,9690.02%
402KROGER COKR12,631$906,0230.02%
403ALTRIA GROUP INCMO15,432$905,1430.02%
404AUTOMATIC DATA PROCESSING INADP2,902$894,9770.02%
405FERRARI N VRACE1,817$891,8530.02%
406BROWN & BROWN INCBRO8,022$889,4000.02%
407RYMAN HOSPITALITY PPTYS INC78377T1078,880$876,1900.02%
408DATADOG INCDDOG6,518$875,5640.02%
409WORKDAY INCWDAY3,625$870,0000.02%
410ASML HOLDING N VASMLF1,079$864,7140.02%
411VICI PPTYS INC92565210926,446$862,1400.02%
412DEVON ENERGY CORP NEW25179M10326,771$851,5740.02%
413TIDEWATER INC NEWTDGMW18,379$847,8240.02%
414BARRETT BUSINESS SVCS INC06846310820,309$846,6840.02%
415STANLEY BLACK & DECKER INCSWK12,485$845,8600.02%
416FIDELITY COVINGTON TRUST31609A50324,563$845,3350.02%
417JANUS DETROIT STR TR47103U88617,180$845,2640.02%
418CONAGRA BRANDS INCCAG41,170$842,7510.02%
419KINETIK HOLDINGS INCKNTK19,050$839,1530.02%
420DIMENSIONAL ETF TRUST25434V60915,475$835,0310.02%
421NUVEEN AMT FREE QLTY MUN INCNU76,313$833,8610.02%
422SABRA HEALTH CARE REIT INCSBRA45,166$832,8620.02%
423CHIPOTLE MEXICAN GRILL INCCMG14,636$821,8130.02%
424ATMOS ENERGY CORPATO5,284$814,3280.02%
425GE VERNOVA INCGEV1,527$808,0130.02%
426PACCAR INCPCAR8,432$801,5470.02%
427IQVIA HLDGS INCIQV5,084$801,1890.02%
428WHIRLPOOL CORPWHR-PA7,891$800,3060.02%
429PLAINS GP HLDGS L PPAGP41,179$800,1090.02%
430EASTERLY GOVT PPTYS INC27616P30135,758$793,8280.02%
431FIDELITY NATL INFORMATION SV31620M1069,729$792,0520.02%
432BLACKROCK MUNI INCOME TR IIBLK78,783$790,9820.02%
433ILLINOIS TOOL WKS INC4523081093,189$788,4210.02%
434NEXTERA ENERGY INCNEE-PW19,760$785,2630.02%
435BXP INCBXP11,607$783,1260.02%
436CAPITAL GROUP CORE BALANCED14021D10723,184$778,9530.02%
437LYONDELLBASELL INDUSTRIES NLYB13,303$769,6900.02%
438MCGRATH RENTCORPMGRC6,457$748,7540.02%
439VANGUARD SCOTTSDALE FDS92206C10212,653$743,7440.02%
440ISHARES TR46432F3963,054$733,9380.02%
441POSTAL REALTY TRUST INCPSTL49,710$732,2290.02%
442NOVARTIS AGNVSEF6,049$731,9910.02%
443ISHARES TR4642873096,624$729,2850.02%
444BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.02%
445CLEARWAY ENERGY INCCWEN-A23,965$725,1820.02%
446REGENERON PHARMACEUTICALSREGN1,380$724,5000.02%
447DIMENSIONAL ETF TRUST25434V72417,010$719,1830.02%
448EVEREST GROUP LTDEG2,108$716,4050.02%
449PARKER-HANNIFIN CORPPH1,016$709,9730.02%
450VANGUARD INTL EQUITY INDEX F9220428749,045$700,9880.02%
451IB ACQUISITION CORPIBACR67,000$699,4800.01%
452QUARTZSEA ACQUISITION CORPQSEAU69,500$698,1280.01%
453PROLOGIS INC.PLDGP6,641$698,0990.01%
454ISHARES TR46429B65513,645$696,1680.01%
455HERCULES CAPITAL INCHCXY37,985$694,3660.01%
456J P MORGAN EXCHANGE TRADED F46641Q65413,615$693,2760.01%
457INVESCO EXCH TRADED FD TR IIIVZ3,049$692,4000.01%
458ABRDN TOTAL DYNAMIC DIVIDENDAOD78,055$691,5680.01%
459BITWISE BITCOIN ETF TRBITB11,787$690,6010.01%
460ALLIANCEBERNSTEIN NATL MUN I01864U10666,827$688,9870.01%
461ISHARES SILVER TRSLV20,993$688,7810.01%
462BLACKROCK ENHANCED INTL DIVBLK117,695$681,4550.01%
463INNOVATOR ETFS TRUSTINHD16,488$680,9550.01%
464NUVEEN QUALITY MUNCP INCOMENU59,828$675,4740.01%
465COLGATE PALMOLIVE COCL7,419$674,3810.01%
466MARSH & MCLENNAN COS INC5717481023,066$670,4040.01%
467EMERSON ELEC COEMR5,001$666,7850.01%
468ARES MANAGEMENT CORPORATIONARES-PB3,843$665,6430.01%
469FLEX LNG LTDFLNG30,255$665,0060.01%
470HP INCHPQ27,112$663,1550.01%
471SPROTT PHYSICAL GOLD & SILVESII21,986$661,7790.01%
472ARDAGH METAL PACKAGING S AAMPWF152,579$653,0390.01%
473VERALTO CORPVLTO6,429$649,0090.01%
474SCHLUMBERGER LTDSLB18,741$633,4940.01%
475VERTIV HOLDINGS COVRT4,859$623,9460.01%
476ISHARES U S ETF TR46431W50712,181$622,4500.01%
477WEST PHARMACEUTICAL SVSC INC9553061052,843$622,0490.01%
478AGNICO EAGLE MINES LTDAEM5,216$620,3510.01%
479FS KKR CAP CORPFSK29,873$619,8650.01%
480PNC FINL SVCS GROUP INC6934751053,304$616,0140.01%
481RANGE CAP ACQUISITION CORPG7375C10860,050$612,5100.01%
482WEC ENERGY GROUP INCWEC5,852$609,7790.01%
483ICICI BANK LIMITEDIBN17,953$603,9400.01%
484SHERWIN WILLIAMS COSHW1,755$602,6870.01%
485CADENCE DESIGN SYSTEM INCCDNS1,943$598,7360.01%
486ROCKWELL AUTOMATION INCROK1,802$598,5710.01%
487ISHARES TR4642875564,699$594,4710.01%
488CROWN CASTLE INCCCI5,785$594,2900.01%
489THE TRADE DESK INC88339J1058,234$592,7660.01%
490EATON VANCE TX ADV GLBL DIVETN28,299$592,5820.01%
491KEYSIGHT TECHNOLOGIES INCKEYS3,615$592,3550.01%
492ARCH CAP GROUP LTDG0450A1056,413$583,9040.01%
493ALLETE INC0185223009,098$582,9170.01%
494DYNATRACE INCDT10,558$582,9080.01%
495MEDPACE HLDGS INCMEDP1,856$582,5260.01%
496MONDAY COM LTDMNDY1,793$563,8630.01%
497BLACKROCK ENHANCED GLOBAL DIBLK48,259$547,7400.01%
498ROYAL GOLD INCRGLD3,061$544,3280.01%
499TERADYNE INCTER5,970$536,8230.01%
500STERLING INFRASTRUCTURE INCSTRL2,325$536,4480.01%