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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

Icon Wealth Advisors, LLC

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001963212-24-000003

Total Value
$1.08B
Positions
463
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (463)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200237,176$124.7M11.58%
2ACCENTURE PLC IRELAND SHS CLASS AACN189,204$65.6M6.09%
3ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,076,972$49.1M4.56%
4MICROSOFT CORP COMMSFT76,362$32.1M2.98%
5ISHARES MSCI USA QUALITY FACTOR ETF46432F339182,736$30.0M2.79%
6ISHARES NATIONAL MUNI BOND ETF464288414242,990$26.1M2.43%
7BLACKROCK U.S. EQUITY FACTOR ROTATION ETFBLK568,414$25.2M2.34%
8AMAZON COM INC COMAMZN127,019$22.9M2.13%
9ISHARES MSCI EAFE VALUE ETF464288877415,910$22.6M2.10%
10ISHARES S&P 500 GROWTH ETF464287309266,242$22.5M2.09%
11ISHARES MSCI EAFE GROWTH ETF464288885216,317$22.5M2.09%
12CHEVRON CORP NEW COMCVX116,456$18.4M1.71%
13EXXON MOBIL CORP COMXOM154,902$18.0M1.67%
14ENTERPRISE PRODS PARTNERS L P COM293792107544,921$15.9M1.48%
15ISHARES U.S. TECHNOLOGY ETF464287721111,946$15.1M1.40%
16ISHARES S&P 500 VALUE ETF46428740880,808$15.1M1.40%
17SPDR S&P 500 ETF TRUSTSPY27,189$14.2M1.32%
18ISHARES ESG AWARE MSCI USA ETF46435G425119,480$13.7M1.28%
19APPLE INC COMAAPL78,103$13.4M1.24%
20ISHARES MBS ETF464288588140,282$13.0M1.20%
21ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764216,532$12.5M1.16%
22ALPHABET INC CAP STK CL CGOOG62,295$9.5M0.88%
23NVIDIA CORPORATION COMNVDA10,465$9.5M0.88%
24UNITEDHEALTH GROUP INC COMUNH16,852$8.3M0.77%
25VISA INC COM CL AV27,311$7.6M0.71%
26ISHARES 20 YEAR TREASURY BOND ETF46428743276,993$7.3M0.68%
27ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803208,412$7.3M0.68%
28ELI LILLY & CO COMLLY9,250$7.2M0.67%
29NETFLIX INC COMNFLX11,008$6.7M0.62%
30SALESFORCE INC COMCRM21,591$6.5M0.60%
31BROADCOM INC COMAVGO4,898$6.5M0.60%
32ABBVIE INC COMABBV35,608$6.5M0.60%
33BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A15,024$6.3M0.59%
34ABBOTT LABS COMABLZF55,031$6.3M0.58%
35BANK AMERICA CORP COM060505104161,626$6.1M0.57%
36SELECT WATER SOLUTIONS INC CL A COMWTTR629,569$5.8M0.54%
37MASTERCARD INCORPORATED CL AMA11,787$5.7M0.53%
38ALPHABET INC CAP STK CL AGOOG36,531$5.5M0.51%
39SERVICENOW INC COMNOW6,936$5.3M0.49%
40MERCK & CO INC COMMRK39,222$5.2M0.48%
41HOME DEPOT INC COMHD13,305$5.1M0.47%
42THERMO FISHER SCIENTIFIC INC COMTMO8,646$5.0M0.47%
43BLACKROCK FLEXIBLE INCOME ETFBLK94,572$5.0M0.46%
44ONEOK INC NEW COMOKE61,386$4.9M0.46%
45ISHARES CORE MSCI EMERGING MARKETS ETF46434G10394,420$4.9M0.45%
46EATON CORP PLC SHSETN15,359$4.8M0.45%
47PROCTER AND GAMBLE CO COM74271810928,618$4.6M0.43%
48ISHARES 10-20 YEAR TREASURY BOND ETF46428865344,170$4.6M0.43%
49ISHARES GLOBAL ENERGY ETF464287341105,922$4.5M0.42%
50JPMORGAN CHASE & CO COMVYLD21,994$4.4M0.41%
51AIRBNB INC COM CL AABNB26,680$4.4M0.41%
52PEPSICO INC COMPEP24,651$4.3M0.40%
53ISHARES RUSSELL 1000 GROWTH ETF46428761412,372$4.2M0.39%
54TORTOISE NORTH AMERICAN PIPELINE FUND56167N720146,617$4.1M0.38%
55WILLIAMS COS INC COM969457100103,832$4.0M0.38%
56MCDONALDS CORP COMMCD14,329$4.0M0.38%
57FS KKR CAP CORP COMFSK205,366$3.9M0.36%
58NOVO-NORDISK A S ADRNONOF29,667$3.8M0.35%
59MONDELEZ INTL INC CL A60920710553,587$3.8M0.35%
60AUTODESK INC COMADSK13,835$3.6M0.33%
61CISCO SYS INC COMCSCO70,371$3.5M0.33%
62ADOBE INC COMADBE6,885$3.5M0.32%
63KINDER MORGAN INC DEL COMEP-PC189,328$3.5M0.32%
64ZOETIS INC CL AZTS20,049$3.4M0.32%
65ISHARES S&P 100 ETF46428710113,277$3.3M0.31%
66ISHARES U.S. INFRASTRUCTURE ETF46435U71369,522$3.0M0.28%
67PHILLIPS 66 COMPSX18,391$3.0M0.28%
68TEXAS INSTRS INC COM88250810417,192$3.0M0.28%
69META PLATFORMS INC CL AMETA6,019$2.9M0.27%
70VERIZON COMMUNICATIONS INC COMVZ69,485$2.9M0.27%
71UNITED PARCEL SERVICE INC CL BUPS19,214$2.9M0.27%
72PNC FINL SVCS GROUP INC COM69347510517,278$2.8M0.26%
73EOG RES INC COMEOG21,695$2.8M0.26%
74ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724225,255$2.8M0.26%
75STARBUCKS CORP COMSBUX28,944$2.6M0.25%
76FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108152,411$2.6M0.25%
77ENERGY TRANSFER L P COM UT LTD PTNET-PI166,198$2.6M0.24%
78ISHARES RUSSELL 1000 VALUE ETF46428759814,489$2.6M0.24%
79US BANCORP DEL COM NEWUSB-PS57,648$2.6M0.24%
80ISHARES MSCI USA MIN VOL FACTOR ETF46429B69730,259$2.5M0.23%
81MARSH & MCLENNAN COS INC COM57174810212,012$2.5M0.23%
82NIKE INC CL BNKE25,802$2.4M0.23%
83QUALCOMM INC COMQCOM14,227$2.4M0.22%
84SEMPRA COMSREA32,899$2.4M0.22%
85AIR PRODS & CHEMS INC COMAIIR9,745$2.4M0.22%
86TRAVELERS COMPANIES INC COMTRV10,064$2.3M0.22%
87NEXTERA ENERGY INC COMNEE-PW35,665$2.3M0.21%
88AUTOMATIC DATA PROCESSING INC COMADP9,027$2.3M0.21%
89PROLOGIS INC. COMPLDGP17,294$2.3M0.21%
90VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976836,950$2.2M0.21%
91FT VEST U.S. EQUITY BUFFER ETF - AUGUST33740F86251,939$2.2M0.21%
92PERMIAN RESOURCES CORP CLASS A COMPR126,086$2.2M0.21%
93INTEL CORP COMINTC50,133$2.2M0.21%
94GARTNER INC COMIT4,571$2.2M0.20%
95WORKDAY INC CL AWDAY7,963$2.2M0.20%
96LOCKHEED MARTIN CORP COMLMT4,520$2.1M0.19%
97REALTY INCOME CORP COMO37,817$2.0M0.19%
98PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN726503105112,588$2.0M0.18%
99DISNEY WALT CO COM25468710615,910$1.9M0.18%
100AMERICAN EXPRESS CO COMAXP8,423$1.9M0.18%
101ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828120,725$1.9M0.17%
102ORACLE CORP COMORCL-PD14,653$1.8M0.17%
103FORUM ENERGY TECHNOLOGIES INC COMFET91,758$1.8M0.17%
104VANGUARD TOTAL STOCK MARKET ETF9229087697,040$1.8M0.17%
105BLACKSTONE SECD LENDING FD COMMON STOCKBX57,267$1.8M0.17%
106JOHNSON & JOHNSON COMJNJ11,257$1.8M0.17%
107HONEYWELL INTL INC COM4385161068,659$1.8M0.17%
108ISHARES CORE DIVIDEND GROWTH ETF46434V62130,534$1.8M0.16%
109STELLUS CAP INVT CORP COM858568108131,442$1.7M0.16%
110TARGA RES CORP COMTRGP14,860$1.7M0.15%
111ISHARES U.S. TREASURY BOND ETF46429B26770,253$1.6M0.15%
112ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715013,788$1.6M0.15%
113LAM RESEARCH CORP COMLRCX1,601$1.6M0.14%
114ILLINOIS TOOL WKS INC COM4523081095,735$1.5M0.14%
115ALIGN TECHNOLOGY INC COMALGN4,644$1.5M0.14%
116KEURIG DR PEPPER INC COMKDP49,556$1.5M0.14%
117COSTCO WHSL CORP NEW COM22160K1052,046$1.5M0.14%
118VANGUARD GROWTH ETF9229087364,251$1.5M0.14%
119374WATER INC COMSCWO1,146,612$1.4M0.13%
120VANGUARD TOTAL BOND MARKET ETF92193783519,737$1.4M0.13%
121ISHARES CORE MSCI EAFE ETF46432F84219,313$1.4M0.13%
122ALTRIA GROUP INC COMMO32,317$1.4M0.13%
123ISHARES GLOBAL TECH ETF46428729118,550$1.4M0.13%
124DELL TECHNOLOGIES INC CL CDELL11,763$1.3M0.12%
125PAYCHEX INC COMPAYX10,591$1.3M0.12%
126CONOCOPHILLIPS COMCOP10,184$1.3M0.12%
127FASTENAL CO COMFAST16,772$1.3M0.12%
128ISHARES EXPANDED TECH SECTOR ETF46428754914,688$1.3M0.12%
129UNION PAC CORP COMUNP5,076$1.2M0.12%
130AMGEN INC COMAMGN4,253$1.2M0.11%
131NXP SEMICONDUCTORS N V COMNXPI4,823$1.2M0.11%
132CME GROUP INC COMCME5,503$1.2M0.11%
133CORNING INC COMGLW35,902$1.2M0.11%
134LOWES COS INC COM5486611074,585$1.2M0.11%
135LINDE PLC SHSLIN2,491$1.2M0.11%
136FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D10138,012$1.1M0.10%
137VERTEX PHARMACEUTICALS INC COMVRTX2,635$1.1M0.10%
138WALMART INC COMWMT18,022$1.1M0.10%
139PHILIP MORRIS INTL INC COM71817210911,688$1.1M0.10%
140ISHARES TIPS BOND ETF4642871769,812$1.1M0.10%
141TESLA INC COMTSLA5,632$990,1120.09%
142WEC ENERGY GROUP INC COMWEC11,643$956,1550.09%
143BLACKROCK INC COMBLK1,118$932,1180.09%
144HEICO CORP NEW COMHEI-A4,703$898,3040.08%
145INTUIT COMINTU1,378$895,7000.08%
146WESTROCK CO COMWEST17,691$874,8200.08%
147WEST PHARMACEUTICAL SVSC INC COM9553061052,137$845,6660.08%
148DANAHER CORPORATION COM2358511023,358$838,5600.08%
149FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER33740F67222,235$836,4990.08%
150TYLER TECHNOLOGIES INC COMTYL1,937$823,2440.08%
151INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7046,533$822,8780.08%
152KINSALE CAP GROUP INC COM49714P1081,560$818,6030.08%
153RTX CORPORATION COMRTX8,142$794,1350.07%
154FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10618,701$789,7430.07%
155GLOBANT S A COMGLOB3,872$781,7570.07%
156TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8033,702$771,0160.07%
157ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83411,303$767,0220.07%
158VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70613,059$764,6040.07%
159FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710919,620$754,9850.07%
160AT&T INC COMT-PC42,087$740,7380.07%
161INTERCONTINENTAL EXCHANGE INC COM45866F1045,362$736,9170.07%
162VANGUARD FTSE EMERGING MARKETS ETF92204285817,574$734,0840.07%
163VANGUARD VALUE ETF9229087444,424$720,4420.07%
164GRAND CANYON ED INC COMLOPE5,271$717,9630.07%
165RB GLOBAL INC COMRBA9,391$715,2810.07%
166COCA COLA CO COMKO11,685$714,9070.07%
167JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND46641Q21712,070$706,6980.07%
168FIVE BELOW INC COMFIVE3,870$701,9410.07%
169S&P GLOBAL INC COMSPGI1,645$699,8820.07%
170SHOPIFY INC CL ASHOP8,884$685,5780.06%
171STARWOOD PPTY TR INC COMSTHO33,500$681,0550.06%
172VANGUARD TAX-EXEMPT BOND ETF92290774613,325$674,2450.06%
173XTRACKERS MSCI EAFE HEDGED EQUITY ETF23305120016,452$673,3800.06%
174ASML HOLDING N V N Y REGISTRY SHSASMLF691$670,5960.06%
175SAIA INC COMSAIA1,144$669,2400.06%
176BOEING CO COMBA-PA3,442$664,2720.06%
177TRUIST FINL CORP COM89832Q10916,861$657,2250.06%
178ANSYS INC COM03662Q1051,867$648,1480.06%
179BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$634,4400.06%
180CHARLES RIV LABS INTL INC COM1598641072,327$630,3650.06%
181ENTEGRIS INC COMENTG4,416$620,6340.06%
182GENERAL DYNAMICS CORP COMGD2,188$618,0880.06%
183SNOWFLAKE INC CL ASNOW3,698$597,5970.06%
184MONOLITHIC PWR SYS INC COM609839105879$595,4520.06%
185PAYCOM SOFTWARE INC COMPAYC2,974$591,8830.05%
186ACCEL ENTERTAINMENT INC COM CL A1ACEL50,090$590,5570.05%
187CVS HEALTH CORP COMCVS7,398$590,0970.05%
188MORGAN STANLEY COM NEWMS-PQ6,248$588,3130.05%
189NORTHROP GRUMMAN CORP COMNOC1,206$577,2640.05%
190FLOOR & DECOR HLDGS INC CL AFND4,357$564,7540.05%
191COSTAR GROUP INC COMCSGP5,822$562,4050.05%
192GODADDY INC CL AGDDY4,677$555,0660.05%
193VANGUARD DIVIDEND APPRECIATION ETF9219088443,022$551,8470.05%
194SHERWIN WILLIAMS CO COMSHW1,572$546,0030.05%
195ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5248,081$544,3280.05%
196PAYLOCITY HLDG CORP COMPCTY3,112$534,8280.05%
197FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER33740F83913,064$527,7110.05%
198TC ENERGY CORP COMTRPRF13,098$526,5220.05%
199WELLS FARGO CO NEW COM9497461019,033$523,5330.05%
200FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE33740U84414,408$521,7140.05%
201MEDPACE HLDGS INC COMMEDP1,290$521,3540.05%
202ISHARES 7-10 YEAR TREASURY BOND ETF4642874405,483$519,0210.05%
203CROWDSTRIKE HLDGS INC CL ACRWD1,615$517,7530.05%
204ENBRIDGE INC COMENNPF14,294$517,1430.05%
205BIO-TECHNE CORP COMTECH7,329$515,9040.05%
206PFIZER INC COMPFE18,347$509,1290.05%
207PPL CORP COMPPLC18,468$508,4240.05%
208REGENERON PHARMACEUTICALS COMREGN528$508,1950.05%
209ADVANCED MICRO DEVICES INC COMAMD2,815$508,1390.05%
210ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881584,821$504,9080.05%
211JPMORGAN BETABUILDERS EUROPE ETF46641Q1918,462$502,6430.05%
212OREILLY AUTOMOTIVE INC COM67103H107445$502,3520.05%
213ROLLINS INC COMROL10,856$502,3250.05%
214FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE33740F43315,031$501,4340.05%
215GUIDEWIRE SOFTWARE INC COMGWRE4,259$497,0680.05%
216LAUDER ESTEE COS INC CL A5184391043,135$483,2600.04%
217ISHARES RUSSELL MID-CAP GROWTH ETF4642874814,209$480,3660.04%
218WORKIVA INC COM CL AWK5,586$473,6930.04%
219ENSIGN GROUP INC COMENSG3,803$473,2030.04%
220SCHWAB CHARLES CORP COMSCHW-PJ6,481$468,8690.04%
221WATSCO INC COMWSO-B1,070$462,1810.04%
222CANADIAN PACIFIC KANSAS CITY COMCP5,188$457,4560.04%
223CARMAX INC COMKMX5,227$455,3240.04%
224VANGUARD FTSE DEVELOPED MARKETS ETF9219438588,959$449,4970.04%
225UBER TECHNOLOGIES INC COMUBER5,767$444,0380.04%
226DEXCOM INC COMDXCM3,189$442,3140.04%
227MAIN STR CAP CORP COM56035L1049,100$430,5210.04%
228HUBSPOT INC COMHUBS681$426,6870.04%
229JPMORGAN BETABUILDERS CANADA ETF46641Q2256,302$421,0370.04%
230ISHARES FALLEN ANGELS USD BOND ETF46435G47415,281$410,4400.04%
231SAP SE SPON ADRSAPGF2,101$409,7580.04%
232COMCAST CORP NEW CL ACCZ9,299$403,1120.04%
233ISHARES RUSSELL MID-CAP VALUE ETF4642874733,205$401,6850.04%
234WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTWES11,227$399,1200.04%
235VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327784,438$392,4080.04%
236RELX PLC SPONSORED ADRRLXXF8,968$388,2250.04%
237SPS COMM INC COMSPSC2,088$386,0710.04%
238ON SEMICONDUCTOR CORP COMON5,245$385,7700.04%
239STELLAR BANCORP INC COMSTEL15,775$384,2890.04%
240INTERDIGITAL INC COMIDCC3,500$372,6100.03%
241HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,503$369,7680.03%
242SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7217,943$369,1910.03%
243CATERPILLAR INC COMCAT999$366,0640.03%
244UNILEVER PLC SPON ADR NEWUNLYF7,274$365,0820.03%
245ALARM COM HLDGS INC COMALRM5,011$363,1470.03%
246JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF46641Q2337,489$360,6700.03%
247PRIVIA HEALTH GROUP INC COMPRVA18,380$360,0640.03%
248TE CONNECTIVITY LTD SHSTEL2,476$359,6140.03%
249FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K1093,600$357,2640.03%
250VANGUARD MEGA CAP GROWTH ETF9219108161,245$356,9160.03%
251BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK16,825$354,3350.03%
252DOUBLEVERIFY HLDGS INC COMDV10,043$353,1120.03%
253FINANCIAL SELECT SECTOR SPDR FUND81369Y6058,352$351,7860.03%
254DIAGEO PLC SPON ADR NEWDGEAF2,348$349,2420.03%
255VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427755,927$347,5980.03%
256FT VEST U.S. EQUITY BUFFER ETF - JUNE33740F7227,364$346,2550.03%
257SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7397,271$344,9360.03%
258ALLSTATE CORP COMALL-PJ1,983$343,0780.03%
259PAYPAL HLDGS INC COMPYPL5,069$339,5720.03%
260TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,488$338,4920.03%
261APPLIED MATLS INC COM0382221051,641$338,4230.03%
262TOAST INC CL ATOST13,544$337,5160.03%
263SHELL PLC SPON ADSRYDAF5,021$336,5930.03%
264CRH PLC ORDCRH3,832$330,5480.03%
265NOVARTIS AG SPONSORED ADRNVSEF3,402$329,0750.03%
266SCHLUMBERGER LTD COM STKSLB5,982$327,8730.03%
267MONSTER BEVERAGE CORP NEW COMMNST5,522$327,3440.03%
268BLACK STONE MINERALS L P COM UNITBSMLP20,454$326,8630.03%
269HESS CORP COMHESM2,119$323,4440.03%
270PROGYNY INC COMPGNY8,368$319,2390.03%
271REPLIGEN CORP COMRGEN1,734$318,9170.03%
272TJX COS INC NEW COM8725401093,143$318,7630.03%
273BLACKLINE INC COMBL4,932$318,5090.03%
274IQVIA HLDGS INC COMIQV1,257$317,8830.03%
275ISHARES TREASURY FLOATING RATE BOND ETF46434V8606,225$315,5640.03%
276ASTRAZENECA PLC SPONSORED ADRAZN4,653$315,2410.03%
277EXPONENT INC COMEXPO3,711$306,8890.03%
278HALEON PLC SPON ADSHLNCF36,004$305,6740.03%
279CLEARBRIDGE MLP AND MIDSTRM FD COM1846922006,637$303,8420.03%
280VONTIER CORPORATION COMVNT6,640$301,1900.03%
281BROOKFIELD CORP CL A LTD VT SH11271J1077,188$300,9620.03%
282VANGUARD SHORT-TERM BOND ETF9219378273,918$300,3720.03%
283DTE ENERGY CO COMDTK2,661$298,4050.03%
284FRESHPET INC COMFRPT2,557$296,2540.03%
285MPLX LP COM UNIT REP LTDMPLXP7,114$295,6580.03%
286SQUARESPACE INC CLASS A85225A1077,946$289,5520.03%
287ISHARES RUSSELL 2000 VALUE ETF4642876301,807$286,9330.03%
288SONY GROUP CORP SPONSORED ADRSNEJF3,322$284,8280.03%
289TOTALENERGIES SE SPONSORED ADSTTE4,122$283,7170.03%
290PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R8332,817$283,2160.03%
291FISERV INC COMFISV1,769$282,7220.03%
292ISHARES CORE S&P SMALL CAP ETF4642878042,552$282,0180.03%
293CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4071,530$281,3520.03%
294VERISK ANALYTICS INC COMVRSK1,173$276,6010.03%
295CCC INTELLIGENT SOLUTIONS HLD COMCCC22,955$274,5420.03%
296ISHARES CORE S&P MID-CAP ETF4642875074,517$274,3540.03%
297COGNEX CORP COMCGNX6,463$274,1740.03%
298ISHARES SEMICONDUCTOR ETF4642875231,206$272,4600.03%
299GILEAD SCIENCES INC COMGILD3,717$272,2870.03%
300ISHARES RUSSELL 2000 ETF4642876551,254$263,7160.02%
301CUMMINS INC COMCMI884$260,4710.02%
302ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886465,045$258,7190.02%
303ISHARES MSCI EAFE ETF4642874653,214$256,6700.02%
304VANGUARD REAL ESTATE ETF9229085532,919$252,4550.02%
305INDEPENDENT BANK GROUP INC COMINDB5,530$252,4480.02%
306FIRST TRUST MANAGED MUNICIPAL ETF33739N1084,880$250,6320.02%
307SIMON PPTY GROUP INC NEW COM8288061091,602$250,6290.02%
308KOSMOS ENERGY LTD COMKOS41,875$249,5750.02%
309ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3961,317$246,7080.02%
310ALCON AG ORD SHSALC2,955$246,1220.02%
311BLUE OWL CAPITAL CORPORATION COMOWL15,999$246,0580.02%
312THOMSON REUTERS CORP. COMTMSOF1,579$246,0560.02%
313FORD MTR CO DEL COM34537086018,229$242,0760.02%
314OPTION CARE HEALTH INC COM NEWOPCH7,152$239,8780.02%
315SANOFI SPONSORED ADRSNYNF4,917$238,9660.02%
316CHUBB LIMITED COMCB916$237,3630.02%
317ENERGY SELECT SECTOR SPDR FUND81369Y5062,512$237,1420.02%
318VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464061,956$236,7150.02%
319HENRY JACK & ASSOC INC COM4262811011,361$236,4660.02%
320COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8522,878$235,0170.02%
321DISCOVER FINL SVCS COM2547091081,762$230,9810.02%
322AMERICAN TOWER CORP NEW COM03027X1001,164$230,0100.02%
323DESCARTES SYS GROUP INC COM2499061082,482$227,1770.02%
324ACV AUCTIONS INC COM CL AACVA11,890$223,1750.02%
325NATIONAL GRID PLC SPONSORED ADR NENMPWP3,160$215,5750.02%
326JOHNSON CTLS INTL PLC SHSG515021053,281$214,3150.02%
327ISHARES MSCI EAFE SMALL-CAP ETF4642882733,362$212,9130.02%
328PEMBINA PIPELINE CORP COMPPLOF6,022$212,8170.02%
329ISHARES U.S. REAL ESTATE ETF4642877392,351$211,3550.02%
330FIRST TR INTER DURATN PFD & IN COM33718W10311,688$209,4490.02%
331CERTARA INC COMCERT11,495$205,5310.02%
332GRAYSCALE BITCOIN TRUSTGBTC3,246$205,0500.02%
333ARGENX SE SPONSORED ADRARGX517$203,5530.02%
334ARISTA NETWORKS INC COMANET699$202,6960.02%
335PIMCO DYNAMIC INCOME FD SHS72201Y10110,323$199,1310.02%
336L3HARRIS TECHNOLOGIES INC COMLHX933$198,8220.02%
337NORTHERN OIL & GAS INC COMNOG5,000$198,4000.02%
338CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3082,588$197,6200.02%
339BLOOM ENERGY CORP COM CL ABE17,534$197,0820.02%
340INTUITIVE SURGICAL INC COM NEWISRG490$195,5540.02%
341IDEXX LABS INC COM45168D104362$195,4550.02%
342BAKER HUGHES COMPANY CL ABKR5,833$195,4060.02%
343BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W8383,894$195,1560.02%
344ISHARES 1-3 YEAR TREASURY BOND ETF4642874572,368$193,6550.02%
345ISHARES PREFERRED & INCOME SECURITIES ETF4642886876,006$193,5670.02%
346DIMENSIONAL U.S. EQUITY ETF25434V4013,390$193,1620.02%
347BOOZ ALLEN HAMILTON HLDG CORP CL ABAH1,292$191,7840.02%
348GRAINGER W W INC COM384802104187$190,2390.02%
349JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U8453,746$190,0720.02%
350LULULEMON ATHLETICA INC COMLULU485$189,3340.02%
351STIFEL FINL CORP COM8606301022,400$187,6080.02%
352MCKESSON CORP COMMCK349$187,3610.02%
353AMERICAN ELEC PWR CO INC COM0255371012,175$187,2680.02%
354POWERSCHOOL HOLDINGS INC COM CL A73939C1068,693$185,0740.02%
355DEERE & CO COMDE446$183,1930.02%
356INTERNATIONAL BUSINESS MACHS COMINTR936$178,7390.02%
357GRID DYNAMICS HLDGS INC CL AGDYN14,512$178,3520.02%
358ISHARES CONVERTIBLE BOND ETF46435G1022,207$176,1490.02%
359CHENIERE ENERGY INC COM NEWLNG1,084$174,8280.02%
360THE CIGNA GROUP COM125523100478$173,6190.02%
361RENTOKIL INITIAL PLC SPONSORED ADRRKLIF5,709$172,1260.02%
362ALERIAN MLP ETF00162Q4523,614$171,5220.02%
363EMERSON ELEC CO COMEMR1,500$170,1300.02%
364NUSTAR ENERGY LP UNIT COMNU7,279$169,3800.02%
365CLEARBRIDGE MLP AND MIDSTRM TR COM18469Q2074,075$169,0310.02%
366PARKER-HANNIFIN CORP COMPH303$168,4040.02%
367ISHARES U.S. AEROSPACE & DEFENSE ETF4642887601,276$168,3720.02%
368BIOGEN INC COMBIIB774$166,8980.02%
369EXPEDITORS INTL WASH INC COM3021301091,371$166,6810.02%
370BLACKSTONE INC COMBX1,263$165,9200.02%
371PALO ALTO NETWORKS INC COMPANW583$165,6460.02%
372OSISKO GOLD ROYALTIES LTD COM68827L10110,046$164,9590.02%
373BECTON DICKINSON & CO COMBDX661$163,5640.02%
374BOOKING HOLDINGS INC COMBKNG45$163,2550.02%
375AES CORP COMAES9,085$162,8940.02%
376WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT2,135$162,6660.02%
377BLOCK INC CL ABSQKZ1,922$162,5630.02%
378FACTSET RESH SYS INC COM303075105357$162,2270.02%
379MONGODB INC CL AMDB446$159,9530.01%
380FIVE9 INC COMFIVN2,536$157,5110.01%
381NICE LTD SPONSORED ADRNCSYF600$156,3720.01%
382CINTAS CORP COMCTAS226$155,2690.01%
383ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885131,979$153,8280.01%
384FRANCO NEV CORP COMFNV1,284$153,0100.01%
385FREEPORT-MCMORAN INC CL BFCX3,252$152,9090.01%
386HNI CORP COMHNI3,368$151,9980.01%
387ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G2193,377$151,4450.01%
388BCE INC COM NEWBCPPF4,455$151,3810.01%
389ISHARES RUSSELL 2000 GROWTH ETF464287648554$150,0490.01%
390MAGNOLIA OIL & GAS CORP CL AMGY5,749$149,1790.01%
391FERRARI N V COMRACE342$149,0910.01%
392SYNCHRONY FINANCIAL COMSYF-PB3,421$147,5140.01%
393NEOGEN CORP COMNEOG9,324$147,1330.01%
394AMPHENOL CORP NEW CL A0320951011,263$145,6870.01%
395SCHWAB INTERNATIONAL EQUITY ETF8085248053,704$144,5300.01%
396ISHARES U.S. ENERGY ETF4642877962,905$143,4920.01%
397SPDR S&P BIOTECH ETF78464A8701,501$142,4250.01%
398WHEATON PRECIOUS METALS CORP COMWPM3,020$142,3380.01%
399GSK PLC SPONSORED ADRGLAXF3,312$141,9850.01%
400SEI INVTS CO COM7841171031,972$141,7980.01%
401AON PLC SHS CL AAON424$141,5480.01%
402FIFTH THIRD BANCORP COMFITBM3,736$139,0170.01%
403PINTEREST INC CL APINS3,991$138,3680.01%
404GOLDMAN SACHS GROUP INC COMGSCE331$138,3050.01%
405NORFOLK SOUTHN CORP COM655844108541$137,9690.01%
406HUBBELL INC COMHUBB327$135,7210.01%
407BLACKROCK ENHANCED EQUITY DIVI COMBLK16,427$135,5230.01%
408GUARANTY BANCSHARES INC TEX COM4007641064,443$134,9030.01%
409ISHARES MSCI USA SIZE FACTOR ETF46432F370947$134,7450.01%
410DECKERS OUTDOOR CORP COMDECK143$134,6000.01%
411CAL MAINE FOODS INC COM NEWCALM2,274$133,8250.01%
412SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,438$133,8060.01%
413AMN HEALTHCARE SVCS INC COM0017441012,139$133,7090.01%
414CARDINAL HEALTH INC COMCAH1,193$133,4970.01%
415VANGUARD SHORT-TERM TREASURY ETF92206C1022,283$132,5740.01%
416MARVELL TECHNOLOGY INC COMMRVL1,870$132,5460.01%
417DOLBY LABORATORIES INC COM CL ADLB1,578$132,1890.01%
418BHP GROUP LTD SPONSORED ADSBHPLF2,290$132,1100.01%
419MOTOROLA SOLUTIONS INC COM NEWMSI371$131,7180.01%
420FORTIS INC COMFTRSF3,309$130,7390.01%
421CELANESE CORP DEL COMCE760$130,6140.01%
422EQUINIX INC COMEQIX157$129,5850.01%
423ILLUMINA INC COMILMN943$129,4930.01%
424PRICE T ROWE GROUP INC COMTROW1,059$129,1130.01%
425YUM BRANDS INC COMYUM929$128,8250.01%
426CANADIAN IMPERIAL BK COMM TORO COMCNDIF2,511$127,3580.01%
427UNITED AIRLS HLDGS INC COMUNTCW2,651$126,9300.01%
428TOPBUILD CORP COMBLD287$126,4900.01%
429SPDR S&P MIDCAP 400 ETF TRUSTMDY226$125,7460.01%
430AMCOR PLC ORDAMCCF13,199$125,5250.01%
431COCA-COLA EUROPACIFIC PARTNERS SHSCCEP1,794$125,4580.01%
432SCHWAB US DIVIDEND EQUITY ETF8085247971,549$124,9220.01%
433DESPEGAR COM CORP ORD SHSG2735810310,408$124,4800.01%
434NVENT ELECTRIC PLC SHSNVT1,648$124,2590.01%
435TELUS CORPORATION COMTU7,730$123,7570.01%
436KIMBERLY-CLARK CORP COMKMB948$122,6240.01%
437ISHARES MSCI INTL QUALITY FACTOR ETF46434V4563,079$122,1130.01%
438SPDR GOLD SHARESGLD582$119,7180.01%
439LINCOLN ELEC HLDGS INC COM533900106464$118,5240.01%
440DUKE ENERGY CORP NEW COM NEWDUKB1,219$117,8890.01%
441FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X1023,373$117,4360.01%
442LYONDELLBASELL INDUSTRIES N V SHS - A -LYB1,127$115,2640.01%
443PTC INC COMPTC606$114,4980.01%
444AMERIPRISE FINL INC COM03076C106261$114,4330.01%
445SERVICE CORP INTL COM8175651041,540$114,2980.01%
446INVESCO WATER RESOURCES ETFIVZ1,703$113,3620.01%
447ETSY INC COMETSY1,648$113,2420.01%
448SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF8085247553,170$112,8840.01%
449WASTE MGMT INC DEL COM94106L109529$112,8110.01%
450VANGUARD S&P 500 GROWTH ETF921932505370$112,7430.01%
451BRITISH AMERN TOB PLC SPONSORED ADR1104481073,630$110,7150.01%
452MARTIN MARIETTA MATLS INC COM573284106179$109,8980.01%
453AVERY DENNISON CORP COMAVY491$109,6160.01%
454FIRST TR ENERGY INFRASTRCTR FD COM33738C1035,900$107,1440.01%
455TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF7,688$106,7860.01%
456OLD DOMINION FREIGHT LINE INC COMODFL474$103,9530.01%
457IONIS PHARMACEUTICALS INC COMIONS2,391$103,6500.01%
458GENERAC HLDGS INC COMGNRC818$103,1830.01%
459ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,418$102,6180.01%
460UNITED RENTALS INC COMURI142$102,1780.01%
461ROYAL BK CDA COM7800871021,009$101,7880.01%
462ZOOMINFO TECHNOLOGIES INC COMMON STOCKGTM6,310$101,1490.01%
463EASTMAN CHEM CO COMEMN1,008$101,0220.01%