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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 Q3 2024 · Filed November 12, 2024 · Accession 0001963212-24-000006

Total Value
$1.20B
Positions
479
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (479)

#IssuerTicker / CUSIPSharesValue% of Filing
1CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407199,290$115.0M9.57%
2VISA INC COM CL AV197,055$69.7M5.80%
3PROCTER AND GAMBLE CO COM7427181091,285,923$60.6M5.04%
4COSTAR GROUP INC COMCSGP409,934$39.3M3.27%
5JPMORGAN BETABUILDERS JAPAN ETF46641Q217735,607$36.4M3.03%
6FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND33691710979,991$34.4M2.87%
7PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833190,026$34.1M2.84%
8ENERGY TRANSFER L P COM UT LTD PTNET-PI563,458$32.4M2.70%
9ENLINK MIDSTREAM LLC COM UNIT REP LTD29336T100290,236$31.2M2.60%
10ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY123,487$28.8M2.40%
11EATON CORP PLC SHSETN251,848$27.4M2.28%
12AGNC INVT CORP COM00123Q104124,084$23.1M1.92%
13PRIVIA HEALTH GROUP INC COMPRVA300,889$18.4M1.53%
14MORGAN STANLEY COM NEWMS-PQ154,050$18.1M1.50%
15AUTOMATIC DATA PROCESSING INC COMADP114,846$16.9M1.41%
16BLUE OWL CAPITAL CORPORATION COMOWL579,799$16.9M1.40%
17CRH PLC ORDCRH85,117$16.8M1.40%
18SIMON PPTY GROUP INC NEW COM828806109128,254$15.6M1.30%
19DT MIDSTREAM INC COMMON STOCKDTM101,196$15.3M1.28%
20TEXAS INSTRS INC COM88250810426,111$15.0M1.25%
21ELI LILLY & CO COMLLY136,210$13.1M1.09%
22VANGUARD MEGA CAP GROWTH ETF92191081618,333$10.7M0.89%
23ISHARES RUSSELL MID-CAP GROWTH ETF46428748163,758$10.7M0.89%
24AMGEN INC COMAMGN174,040$9.3M0.78%
25KINDER MORGAN INC DEL COMEP-PC49,451$8.5M0.71%
26VANGUARD TOTAL BOND MARKET ETF92193783531,001$8.5M0.71%
27EXPONENT INC COMEXPO9,601$8.5M0.71%
28QUEST DIAGNOSTICS INC COMDGX62,178$7.8M0.65%
29ISHARES RUSSELL 1000 GROWTH ETF46428761438,764$7.7M0.64%
30AMERICAN TOWER CORP NEW COM03027X10015,764$7.3M0.60%
31UNILEVER PLC SPON ADR NEWUNLYF629,569$7.0M0.58%
32ISHARES RUSSELL MID-CAP VALUE ETF46428747342,184$7.0M0.58%
33REPLIGEN CORP COMRGEN32,571$6.9M0.57%
34PRICE T ROWE GROUP INC COMTROW117,084$6.7M0.56%
35SPDR GOLD SHARESGLD38,165$6.5M0.54%
36SANOFI SPONSORED ADRSNYNF292,779$6.5M0.54%
37SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF80852477112,837$6.3M0.53%
38CLEARBRIDGE ENERGY MIDSTRM OPP COM18469P20915,592$6.3M0.53%
39UNION PAC CORP COMUNP6,938$6.2M0.52%
40FT VEST U.S. EQUITY BUFFER ETF - AUGUST33740F86266,234$6.0M0.50%
41AMAZON COM INC COMAMZN150,661$6.0M0.50%
42INTERDIGITAL INC COMIDCC9,140$5.7M0.47%
43374WATER INC COMSCWO49,085$5.6M0.47%
44CROWDSTRIKE HLDGS INC CL ACRWD56,907$5.6M0.46%
45SELECT WATER SOLUTIONS INC CL A COMWTTR48,074$5.5M0.45%
46ISHARES RUSSELL 1000 VALUE ETF46428759810,313$5.3M0.44%
47SERVICENOW INC COMNOW7,331$5.2M0.43%
48ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G524112,672$5.1M0.43%
49GLOBANT S A COMGLOB28,613$5.0M0.41%
50GARTNER INC COMIT28,322$4.8M0.40%
51FIRST TRUST MANAGED MUNICIPAL ETF33739N10815,367$4.7M0.39%
52ENBRIDGE INC COMENNPF42,613$4.7M0.39%
53FRANKLIN RESOURCES INC COMBEN38,680$4.6M0.38%
54BOOKING HOLDINGS INC COMBKNG233,120$4.6M0.38%
55SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755145,518$4.6M0.38%
56WASTE CONNECTIONS INC COMWCN13,487$4.5M0.37%
57DISNEY WALT CO COM25468710611,877$4.5M0.37%
58FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10859,132$4.4M0.36%
59UNITED AIRLS HLDGS INC COMUNTCW52,584$4.2M0.35%
60INTERCONTINENTAL EXCHANGE INC COM45866F10420,062$4.1M0.34%
61VERTEX PHARMACEUTICALS INC COMVRTX20,608$4.0M0.34%
62MOTOROLA SOLUTIONS INC COM NEWMSI6,316$3.6M0.30%
63SCHLUMBERGER LTD COM STKSLB6,160$3.6M0.30%
64REGENERON PHARMACEUTICALS COMREGN75,981$3.6M0.30%
65SHELL PLC SPON ADSRYDAF42,194$3.6M0.30%
66COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85212,273$3.4M0.28%
67ABBVIE INC COMABBV25,312$3.2M0.27%
68ISHARES ESG AWARE MSCI USA ETF46435G42511,329$3.2M0.27%
69VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277869,342$3.1M0.26%
70FT VEST U.S. EQUITY BUFFER ETF - JUNE33740F72216,411$3.0M0.25%
71ISHARES MSCI EAFE VALUE ETF464288877162,868$2.9M0.25%
72VERISK ANALYTICS INC COMVRSK11,919$2.9M0.24%
73AIRBNB INC COM CL AABNB10,546$2.9M0.24%
74FIFTH THIRD BANCORP COMFITBM12,637$2.8M0.23%
75ISHARES MSCI USA MIN VOL FACTOR ETF46429B69711,976$2.8M0.23%
76MICRON TECHNOLOGY INC COMMU173,904$2.8M0.23%
77MERCK & CO INC COMMRK22,412$2.8M0.23%
78ALPHABET INC CAP STK CL CGOOG9,828$2.7M0.23%
79DISCOVER FINL SVCS COM25470910814,291$2.7M0.23%
80LEAR CORP COM NEWLEA49,812$2.7M0.22%
81HILTON WORLDWIDE HLDGS INC COMHLT31,276$2.6M0.22%
82GILEAD SCIENCES INC COMGILD19,684$2.6M0.22%
83FACTSET RESH SYS INC COM3030751054,416$2.6M0.21%
84GOLDMAN SACHS GROUP INC COMGSCE15,123$2.6M0.21%
85CANADIAN IMPERIAL BK COMM COMCNDIF4,589$2.3M0.19%
86NUVEEN AMT FREE QLTY MUN INCME COMNU50,702$2.3M0.19%
87GRAINGER W W INC COM38480210436,170$2.3M0.19%
88ACCENTURE PLC IRELAND SHS CLASS AACN7,646$2.3M0.19%
89JPMORGAN BETABUILDERS EUROPE ETF46641Q19170,596$2.1M0.17%
90CORTEVA INC COMCTVA25,046$2.1M0.17%
91HUBSPOT INC COMHUBS21,091$2.1M0.17%
92CLEARWAY ENERGY INC CL CCWEN-A9,390$1.9M0.16%
93VANECK SEMICONDUCTOR ETF92189F67613,102$1.9M0.16%
94GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y293110,695$1.9M0.16%
95MAIN STR CAP CORP COM56035L1042,113$1.9M0.16%
96ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864613,683$1.9M0.16%
97BLACKSTONE INC COMBX18,946$1.8M0.15%
98EOG RES INC COMEOG2,217$1.8M0.15%
99WELLS FARGO CO NEW COM9497461013,790$1.8M0.15%
100TESLA INC COMTSLA3,484$1.8M0.15%
101HYATT HOTELS CORP COM CL AH131,465$1.8M0.15%
102STIFEL FINL CORP COM860630102130,880$1.8M0.15%
103ISHARES S&P 100 ETF46428710134,596$1.8M0.15%
104CONOCOPHILLIPS COMCOP13,880$1.7M0.15%
105STARWOOD PPTY TR INC COMSTHO10,390$1.7M0.14%
106PAYLOCITY HLDG CORP COMPCTY10,569$1.7M0.14%
107JPMORGAN CHASE & CO. COMVYLD1,722$1.6M0.14%
108ISHARES CORE U.S. AGGREGATE BOND ETF4642872264,248$1.6M0.14%
109COMFORT SYS USA INC COM1999081042,599$1.6M0.13%
110GENERAL DYNAMICS CORP COMGD13,142$1.6M0.13%
111VANGUARD FTSE EMERGING MARKETS ETF9220428581,166,612$1.6M0.13%
112FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE33740U84411,699$1.6M0.13%
113ENSIGN GROUP INC COMENSG9,648$1.6M0.13%
114ISHARES 10-20 YEAR TREASURY BOND ETF4642886536,326$1.6M0.13%
115PPL CORP COMPPLC19,844$1.5M0.13%
116PHILIP MORRIS INTL INC COM71817210965,823$1.5M0.13%
117SALESFORCE INC COMCRM41,159$1.5M0.13%
118QUALCOMM INC COMQCOM33,186$1.5M0.13%
119BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A33,508$1.5M0.13%
120PROGRESSIVE CORP COM74331510323,742$1.5M0.12%
121COSTCO WHSL CORP NEW COM22160K10536,271$1.5M0.12%
122ISHARES FALLEN ANGELS USD BOND ETF46435G47418,054$1.5M0.12%
123VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427755,531$1.4M0.12%
124MARVELL TECHNOLOGY INC COMMRVL12,174$1.4M0.12%
125EASTMAN CHEM CO COMEMN15,323$1.4M0.12%
126NVIDIA CORPORATION COMNVDA91,758$1.4M0.12%
127COCA-COLA EUROPACIFIC PARTNERS SHSCCEP5,384$1.4M0.12%
128DIAGEO PLC SPON ADR NEWDGEAF14,688$1.4M0.12%
129SPS COMM INC COMSPSC42,056$1.4M0.12%
130L3HARRIS TECHNOLOGIES INC COMLHX6,185$1.4M0.11%
131ISHARES NATIONAL MUNI BOND ETF46428841461,330$1.3M0.11%
132WORKIVA INC COM CL AWK1,608$1.3M0.11%
133NATIONAL GRID PLC SPONSORED ADR NENMPWP38,480$1.3M0.11%
134ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828110,504$1.3M0.11%
135LOWES COS INC COM54866110711,998$1.3M0.11%
136PROLOGIS INC. COMPLDGP35,369$1.3M0.10%
137FASTENAL CO COMFAST4,567$1.2M0.10%
138ISHARES U.S. TREASURY BOND ETF46429B26781,540$1.2M0.10%
139CORNING INC COMGLW10,791$1.2M0.10%
140BCE INC COM NEWBCPPF16,887$1.2M0.10%
141TARGA RES CORP COMTRGP9,430$1.2M0.10%
142COMCAST CORP NEW CL ACCZ49,736$1.2M0.10%
143VANGUARD SHORT-TERM TREASURY ETF92206C1022,403$1.1M0.09%
144NIKE INC CL BNKE31,495$1.1M0.09%
145VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976810,838$1.0M0.09%
146BUILDERS FIRSTSOURCE INC COMBLDR50,800$1.0M0.09%
147BLACKROCK INC COMBLK3,612$1.0M0.08%
148CARMAX INC COMKMX3,276$989,9220.08%
149OSISKO GOLD ROYALTIES LTD COM68827L10127,081$971,4040.08%
150BOSTON SCIENTIFIC CORP COMBSX13,171$940,7070.08%
151PEMBINA PIPELINE CORP COMPPLOF1,805$886,7420.07%
152FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F8058,425$878,2690.07%
153TRUIST FINL CORP COM89832Q1096,434$871,4580.07%
154TYLER TECHNOLOGIES INC COMTYL3,799$857,6620.07%
155PHILLIPS 66 COMPSX17,306$850,5760.07%
156ZOETIS INC CL AZTS3,490$837,5830.07%
157NORTHERN OIL & GAS INC COMNOG21,219$828,1900.07%
158BROADCOM INC COMAVGO19,620$823,0680.07%
159ALPHABET INC CAP STK CL AGOOG2,917$803,5750.07%
160ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8034,556$795,3250.07%
161VANGUARD S&P 500 GROWTH ETF92193250512,896$779,1760.06%
162ALARM COM HLDGS INC COMALRM2,410$776,5350.06%
163WEST PHARMACEUTICAL SVSC INC COM95530610515,506$766,3070.06%
164AT&T INC COMT-PC1,955$764,6420.06%
165FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X102826$763,6370.06%
166T-MOBILE US INC COMTMUSZ2,769$757,8550.06%
167UNITED PARCEL SERVICE INC CL BUPS37,100$756,0980.06%
168MSCI INC COMMSCI16,426$747,2280.06%
169ALLSTATE CORP COMALL-PJ9,553$744,2740.06%
170ISHARES S&P 500 GROWTH ETF4642873093,165$736,1160.06%
171WHEATON PRECIOUS METALS CORP COMWPM1,892$735,4770.06%
172PIMCO DYNAMIC INCOME FD SHS72201Y1017,995$730,0660.06%
173VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640616,739$715,9350.06%
174ROLLINS INC COMROL11,922$706,7360.06%
175FLOOR & DECOR HLDGS INC CL AFND7,950$702,7800.06%
176WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDWT2,399$691,8480.06%
177BLACKLINE INC COMBL16,452$691,3130.06%
178AMERICAN EXPRESS CO COMAXP1$691,1800.06%
179ISHARES CORE S&P MID-CAP ETF46428750713,486$689,4040.06%
180HOME DEPOT INC COMHD1,785$681,3030.06%
181LAM RESEARCH CORP COM NEWLRCX7,939$679,1330.06%
182ABBOTT LABS COMABLZF4,093$671,5240.06%
183FRANCO NEV CORP COMFNV1,271$671,1770.06%
184ISHARES AAA CLO ACTIVE ETFBLK10,287$665,9840.06%
185AMERIPRISE FINL INC COM03076C10612,477$648,4430.05%
186INVESCO QQQ TRUST SERIES IIVZ1,081$631,0010.05%
187ISHARES CORE S&P 500 ETF46428720013,166$629,9740.05%
188GODADDY INC CL AGDDY2,457$623,4880.05%
189PNC FINL SVCS GROUP INC COM6934751058,444$613,3100.05%
190REALTY INCOME CORP COMO8,055$600,8130.05%
191ISHARES 7-10 YEAR TREASURY BOND ETF4642874403,022$598,5370.05%
192VANGUARD DIVIDEND APPRECIATION ETF92190884412,479$593,3740.05%
193ASTRAZENECA PLC SPONSORED ADRAZN7,566$585,4570.05%
194VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C7067,779$584,7060.05%
195IQVIA HLDGS INC COMIQV8,899$578,0790.05%
196KINSALE CAP GROUP INC COM49714P10810,851$576,7530.05%
197INTEL CORP COMINTC3,275$568,7760.05%
198INVESCO WATER RESOURCES ETFIVZ12,320$563,3870.05%
199META PLATFORMS INC CL AMETA13,650$554,3380.05%
200CULLEN FROST BANKERS INC COMCFR-PB5,561$545,6040.05%
201MARSH & MCLENNAN COS INC COM5717481021,942$544,5940.05%
202SAP SE SPON ADRSAPGF1,167$543,3320.05%
203DUKE ENERGY CORP NEW COM NEWDUKB5,095$541,0550.05%
204CINTAS CORP COMCTAS2,039$533,2080.04%
205GENERAC HLDGS INC COMGNRC18,191$526,4530.04%
206NUVEEN MUN VALUE FD INC COMNU13,646$519,0540.04%
207ANSYS INC COM03662Q1053,407$518,0000.04%
208PAYPAL HLDGS INC COMPYPL3,500$495,7050.04%
209DEERE & CO COMDE4,210$493,8090.04%
210LOCKHEED MARTIN CORP COMLMT11,732$490,0610.04%
211ISHARES GLOBAL ENERGY ETF4642873418,660$489,1770.04%
212LINDE PLC SHSLIN11,484$484,6250.04%
213NOVO-NORDISK A S ADRNONOF11,442$482,4960.04%
214ISHARES CORE MSCI EMERGING MARKETS ETF46434G1039,038$477,3040.04%
215HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,074$475,1530.04%
216FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF33740F2766,375$462,8890.04%
217BLACK STONE MINERALS L P COM UNITBSMLP1,424$461,1430.04%
218SCHWAB CHARLES CORP COMSCHW-PJ9,100$456,2740.04%
219TRANE TECHNOLOGIES PLC SHSTT5,132$450,5750.04%
220ARGENX SE SPONSORED ADRARGX7,154$449,8430.04%
221BLOOM ENERGY CORP COM CL ABE4,092$447,5960.04%
222ADVANCED MICRO DEVICES INC COMAMD2,343$444,3640.04%
223SONY GROUP CORP SPONSORED ADRSNEJF385$443,3660.04%
224TKO GROUP HOLDINGS INC CL ATKO1,008$440,7580.04%
225MAGNOLIA OIL & GAS CORP CL AMGY7,484$439,9730.04%
226GRAND CANYON ED INC COMLOPE9,213$437,2490.04%
227ISHARES MSCI EAFE GROWTH ETF464288885892$435,5340.04%
228TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803414$435,2130.04%
229WORKDAY INC CL AWDAY2,194$434,7190.04%
230ORACLE CORP COMORCL-PD2,368$433,2020.04%
231ROCKWELL AUTOMATION INC COMROK6,857$427,4650.04%
232DANAHER CORPORATION COM2358511023,208$424,3030.04%
233ALERIAN MLP ETF00162Q452811$421,7200.04%
234ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF46428851310,899$416,9960.03%
235ROPER TECHNOLOGIES INC COMROP5,709$412,7040.03%
236ONEOK INC NEW COMOKE2,903$411,7910.03%
237ISHARES CONVERTIBLE BOND ETF46435G1024,438$410,3370.03%
238INDEPENDENT BANK GROUP INC COMINDB3,487$409,8620.03%
239KEURIG DR PEPPER INC COMKDP1,884$405,1170.03%
240WATSCO INC COMWSO-B1,409$404,8200.03%
241TE CONNECTIVITY PLC ORD SHSTEL4,992$401,8240.03%
242AMERICAN ELEC PWR CO INC COM0255371011,655$399,0210.03%
243BLACKSTONE SECD LENDING FD COMMON STOCKBX2,837$398,0590.03%
244ISHARES EXPANDED TECH SECTOR ETF46428754911,750$396,4580.03%
245RTX CORPORATION COMRTX7,288$393,7710.03%
246ALKAMI TECHNOLOGY INC COMALKT1,022$392,2640.03%
247ISHARES FLEXIBLE INCOME ACTIVE ETFBLK790$388,6470.03%
248PALO ALTO NETWORKS INC COMPANW2,856$387,8450.03%
249QUANTA SVCS INC COM74762E1025,401$382,5590.03%
250MURPHY USA INC COMMUSA3,600$375,0080.03%
251NORTHROP GRUMMAN CORP COMNOC7,411$374,3880.03%
252VANGUARD GROWTH ETF922908736920$374,2650.03%
253ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8345,914$372,5820.03%
254THOMSON REUTERS CORP COMTMSOF7,943$371,9710.03%
255TORTOISE NORTH AMERICAN PIPELINE FUND56167N7202,406$370,5720.03%
256CCC INTELLIGENT SOLUTIONS HLD COMCCC2,337$366,3950.03%
257DELL TECHNOLOGIES INC CL CDELL5,855$364,8730.03%
258JPMORGAN BETABUILDERS CANADA ETF46641Q22516,825$363,7570.03%
259ISHARES GLOBAL TECH ETF4642872911,194$358,4270.03%
260NEXTERA ENERGY INC COMNEE-PW18,516$358,2900.03%
261BROADRIDGE FINL SOLUTIONS INC COM11133T1031,994$358,2220.03%
262HP INC COMHPQ3,705$357,7920.03%
263HENRY JACK & ASSOC INC COM4262811015,514$357,3370.03%
264TRAVELERS COMPANIES INC COMTRV7,848$355,6710.03%
265WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTWES2,349$354,6760.03%
266TJX COS INC NEW COM8725401097,271$350,0260.03%
267KADANT INC COMKAI83$349,6060.03%
268SHERWIN WILLIAMS CO COMSHW3,037$349,2950.03%
269CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3083,447$349,0300.03%
270ISHARES AAA-A RATED CORPORATE BOND ETF46429B2911,079$347,3210.03%
271BERKSHIRE HATHAWAY INC DEL CL ABRK-A881$343,8980.03%
272ICON PLC SHSICLR13,215$342,1460.03%
273BLACKROCK ENHANCED EQUITY DIVI COMBLK2,661$341,6990.03%
274SEI INVTS CO COM7841171031,016$339,1410.03%
275FINANCIAL SELECT SECTOR SPDR FUND81369Y6051,355$336,8530.03%
276SERVICE CORP INTL COM8175651046,394$333,5750.03%
277MCKESSON CORP COMMCK2,336$333,4170.03%
278ALIGN TECHNOLOGY INC COMALGN1,628$328,9370.03%
279ISHARES SEMICONDUCTOR ETF4642875231,029$327,8700.03%
280VONTIER CORPORATION COMVNT3,518$326,2590.03%
281SBA COMMUNICATIONS CORP NEW CL ASBAC7,317$325,3140.03%
282COCA COLA CO COMKO610$324,2760.03%
283ISHARES U.S. TECHNOLOGY ETF4642877214,043$323,1910.03%
284HAMILTON LANE INC CL AHLNE4,865$320,8660.03%
285FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER33740F839937$320,2650.03%
286PAYCOM SOFTWARE INC COMPAYC5,530$318,8640.03%
287ARISTA NETWORKS INC COMANET4,212$315,1900.03%
288ISHARES CORE MSCI EAFE ETF46432F8424,186$314,4100.03%
289STELLUS CAP INVT CORP COM8585681083,973$310,0130.03%
290BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS1130041052,489$309,0590.03%
291MONGODB INC CL AMDB2,741$308,4620.03%
292ISHARES CORE DIVIDEND GROWTH ETF46434V6213,913$307,8850.03%
293STELLAR BANCORP INC COMSTEL1,865$307,6690.03%
294ISHARES MBS ETF4642885881,030$307,1480.03%
295GUIDEWIRE SOFTWARE INC COMGWRE5,984$302,6860.03%
296MONDELEZ INTL INC CL A6092071052,088$300,3420.03%
297TRACTOR SUPPLY CO COMTSCO1,483$297,1490.02%
298MARRIOTT INTL INC NEW CL A5719032023,918$295,5740.02%
299DESCARTES SYS GROUP INC COM2499061081,281$295,4490.02%
300AUTODESK INC COMADSK1,498$295,0610.02%
301DOLBY LABORATORIES INC COM CL ADLB1,717$286,4010.02%
302STRYKER CORPORATION COMSYK2,818$283,7330.02%
303WILLIAMS COS INC COM9694571002,806$280,8070.02%
304HONEYWELL INTL INC COM4385161061,646$278,2220.02%
305ISHARES U.S. AEROSPACE & DEFENSE ETF464288760509$275,9190.02%
306FIRST TR INTER DURATN PFD & IN COM33718W103512$275,5920.02%
307APPLE INC COMAAPL49,492$269,2370.02%
308ADOBE INC COMADBE1,058$269,0710.02%
309EMERSON ELEC CO COMEMR5,099$268,5070.02%
310PAYCHEX INC COMPAYX523$264,2300.02%
311HEICO CORP NEW COMHEI-A6,248$262,1040.02%
312PERMIAN RESOURCES CORP CLASS A COMPR6,380$259,8570.02%
313OREILLY AUTOMOTIVE INC COM67103H1074,149$259,5750.02%
314PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,279$259,2770.02%
315UBER TECHNOLOGIES INC COMUBER2,855$258,0920.02%
316NETFLIX INC COMNFLX4,959$257,6530.02%
317PTC INC COMPTC3,048$255,0610.02%
318INTUIT COMINTU1,487$253,6820.02%
319MASTERCARD INCORPORATED CL AMA1,782$250,0860.02%
320VERIZON COMMUNICATIONS INC COMVZ3,120$246,8540.02%
321SEA LTD SPONSORD ADSSE498$246,1350.02%
322ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881588,459$242,3500.02%
323KKR & CO INC COMKKRT1,240$240,3860.02%
324CHIPOTLE MEXICAN GRILL INC COMCMG22,715$240,3250.02%
325ON SEMICONDUCTOR CORP COMON482$238,6000.02%
326MONSTER BEVERAGE CORP NEW COMMNST2,061$237,5460.02%
327VANGUARD SHORT-TERM BOND ETF921937827878$235,3900.02%
328NXP SEMICONDUCTORS N V COMNXPI4,676$233,4260.02%
329INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,131$233,3130.02%
330SPDR S&P 500 ETF TRUSTSPY15,999$233,0990.02%
331PFIZER INC COMPFE981$232,4680.02%
332LAUDER ESTEE COS INC CL A5184391041,276$229,4760.02%
333PARKER-HANNIFIN CORP COMPH995$229,3480.02%
334MONOLITHIC PWR SYS INC COM609839105258$229,0960.02%
335MPLX LP COM UNIT REP LTDMPLXP11,688$228,2670.02%
336RELX PLC SPONSORED ADRRLXXF6,022$226,7290.02%
337THE CIGNA GROUP COM1255231001,163$225,8200.02%
338ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39611,048$224,6060.02%
339IDEXX LABS INC COM45168D1042,362$221,7920.02%
340FS KKR CAP CORP COMFSK1,115$221,4840.02%
341HALEON PLC SPON ADSHLNCF393$218,6810.02%
342SYNCHRONY FINANCIAL COMSYF-PB6,692$216,6200.02%
343WEC ENERGY GROUP INC COMWEC2,788$216,3770.02%
344TOPBUILD CORP COMBLD2,293$216,1840.02%
345SYSCO CORP COMSYY1,976$215,2440.02%
346INTUITIVE SURGICAL INC COM NEWISRG7,542$213,5140.02%
347FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER33740F672336$212,2920.02%
348ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G3261,643$210,6840.02%
349GRID DYNAMICS HLDGS INC CL AGDYN783$210,2310.02%
350ENTERPRISE PRODS PARTNERS L P COM293792107881$209,5630.02%
351SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN10,323$209,2470.02%
352TOTALENERGIES SE SPONSORED ADSTTE2,480$205,8400.02%
353ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK5,679$205,2960.02%
354XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200436$204,9680.02%
355VANGUARD TAX-EXEMPT BOND ETF9229077462,050$203,9550.02%
356MARTIN MARIETTA MATLS INC COM5732841062,576$202,6280.02%
357TOAST INC CL ATOST3,507$202,1080.02%
358ENERGY SELECT SECTOR SPDR FUND81369Y5061,333$199,4350.02%
359RB GLOBAL INC COMRBA7,261$198,5280.02%
360CAL MAINE FOODS INC COM NEWCALM1,444$197,4960.02%
361EXXON MOBIL CORP COMXOM63,157$197,0500.02%
362AMPHENOL CORP NEW CL A03209510118,534$195,7190.02%
363JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF46641Q2331,260$192,9440.02%
364BOEING CO COMBA-PA1,467$192,8160.02%
365NUVEEN SELECT TAX-FREE INCOME SH BEN INTNU2,136$188,7160.02%
366ANTERO RESOURCES CORP COMAR1,159$188,6390.02%
367CHARLES RIV LABS INTL INC COM159864107180$187,0340.02%
368SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R73910,085$186,6810.02%
369FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D1011,795$186,1670.02%
370ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,905$185,5850.02%
371ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872423,026$184,8040.02%
372TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910010,141$184,6680.02%
373ILLUMINA INC COMILMN2,346$183,1290.02%
374ISHARES MSCI USA QUALITY FACTOR ETF46432F33917,490$182,9450.02%
375SAIA INC COMSAIA541$182,8580.02%
376ILLINOIS TOOL WKS INC COM452308109502$181,3750.02%
377ISHARES MSCI USA SIZE FACTOR ETF46432F3703,848$181,3520.02%
378CHEVRON CORP NEW COMCVX3,368$181,3330.02%
379CONSTELLATION ENERGY CORP COMCEG1,637$180,8780.02%
380AVERY DENNISON CORP COMAVY3,137$180,7540.02%
381BIO-TECHNE CORP COMTECH1,612$180,3180.02%
382FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K1092,468$177,9920.01%
383FORUM ENERGY TECHNOLOGIES INC COMFET5,000$177,0500.01%
384ISHARES RUSSELL 2000 GROWTH ETF4642876481,661$176,2830.01%
385BOOZ ALLEN HAMILTON HLDG CORP CL ABAH381$175,2460.01%
386FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106387$174,0500.01%
387ISHARES U.S. INFRASTRUCTURE ETF46435U71315,852$171,8360.01%
388VANGUARD TOTAL STOCK MARKET ETF922908769952$170,2370.01%
389ENTEGRIS INC COMENTG41,875$168,7560.01%
390ELEVANCE HEALTH INC COMELV2,089$167,7470.01%
391UNITEDHEALTH GROUP INC COMUNH3,317$165,4520.01%
392KOSMOS ENERGY LTD COMKOS14,845$164,0370.01%
393CHENIERE ENERGY INC COM NEWLNG3,246$163,9230.01%
394ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7642,518$162,7130.01%
395S&P GLOBAL INC COMSPGI1,240$161,8570.01%
396BRANDYWINE RLTY TR SH BEN INT NEW1053682033,736$160,0500.01%
397NUVEEN QUALITY MUNCP INCOME FD COMNU4,343$157,9960.01%
398ACV AUCTIONS INC COM CL AACVA2,879$157,3950.01%
399EXPEDITORS INTL WASH INC COM3021301091,440$157,1760.01%
400JOHNSON & JOHNSON COMJNJ2,826$155,8260.01%
401GRAYSCALE BITCOIN TRUSTGBTC1,044$155,3680.01%
402ISHARES RUSSELL 2000 VALUE ETF4642876304,904$154,6720.01%
403MEDPACE HLDGS INC COMMEDP1,337$154,1660.01%
404FIVE BELOW INC COMFIVE2,202$153,3850.01%
405HDFC BANK LTD SPONSORED ADSHDB2,211$152,9620.01%
406FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE33740F4333,684$151,9280.01%
407SMURFIT WESTROCK PLC SHSSW12,246$151,6050.01%
408ISHARES 1-3 YEAR TREASURY BOND ETF4642874572,647$151,0380.01%
409BROOKFIELD CORP CL A LTD VT SH11271J1071,214$150,8740.01%
410BECTON DICKINSON & CO COMBDX3,673$148,7420.01%
411FERRARI N V COMRACE6,043$147,5810.01%
412VERTIV HOLDINGS CO COM CL AVRT423$146,4070.01%
413ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150273$144,0540.01%
414SHOPIFY INC CL ASHOP9,503$143,5900.01%
415VANGUARD VALUE ETF9229087441,719$143,0380.01%
416HUBBELL INC COMHUBB2,129$142,9200.01%
417SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7214,566$142,9160.01%
418ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G2191,020$142,4380.01%
419BLACKROCK MUNIYIELD QUALITY FD COMBLK1,383$142,3940.01%
420THERMO FISHER SCIENTIFIC INC COMTMO582$141,4480.01%
421PINTEREST INC CL APINS947$140,9040.01%
422BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF581$140,4340.01%
423CME GROUP INC COMCME325$139,2140.01%
424COGNEX CORP COMCGNX1,054$137,4520.01%
425BANK AMERICA CORP COM060505104102$134,2730.01%
426CANADIAN PACIFIC KANSAS CITY COMCP842$133,7770.01%
427CISCO SYS INC COMCSCO757$133,6820.01%
428CVS HEALTH CORP COMCVS1,587$132,7210.01%
429BAKER HUGHES COMPANY CL ABKR632$130,1160.01%
430DOORDASH INC CL ADASH457$129,8880.01%
431VANGUARD S&P 500 ETF9229083632,170$128,0730.01%
432CUMMINS INC COMCMI1,540$128,0510.01%
433ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U853370$127,7570.01%
434EQUINIX INC COMEQIX1,281$127,7030.01%
435ISHARES S&P 500 VALUE ETF464287408261$122,6200.01%
436HNI CORP COMHNI1,553$122,5430.01%
437CATERPILLAR INC COMCAT1,453$121,7800.01%
438DTE ENERGY CO COMDTK2,603$120,6280.01%
439PEPSICO INC COMPEP1,703$120,1220.01%
440ISHARES TIPS BOND ETF464287176770$119,9970.01%
441FRESHPET INC COMFRPT13,200$119,0640.01%
442HESS CORP COMHESM3,170$118,4630.01%
443JOHNSON CTLS INTL PLC SHSG5150210513,645$118,0290.01%
444ASML HOLDING N V N Y REGISTRY SHSASMLF1,911$117,2320.01%
445TC ENERGY CORP COMTRPRF753$116,9030.01%
446ARES MANAGEMENT CORPORATION CL A COM STKARES-PB337$116,8130.01%
447AIR PRODS & CHEMS INC COMAIIR1,133$116,2420.01%
448CLEAN HARBORS INC COMCLH3,288$115,9680.01%
449LYONDELLBASELL INDUSTRIES N V SHS - A -LYB443$115,1880.01%
450US BANCORP DEL COM NEWUSB-PS928$114,8030.01%
451MCDONALDS CORP COMMCD1,499$114,7180.01%
452FISERV INC COMFISV230$113,5740.01%
453ALTRIA GROUP INC COMMO514$113,4710.01%
454BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK271$113,1230.01%
455NOVARTIS AG SPONSORED ADRNVSEF2,483$112,3390.01%
456OPTION CARE HEALTH INC COM NEWOPCH8,009$112,1260.01%
457BLOCK INC CL ABSQKZ994$111,2780.01%
458INVESCO PHLX SEMICONDUCTOR ETFIVZ382$111,1510.01%
459CHUBB LIMITED COMCB659$110,9690.01%
460ALCON AG ORD SHSALC1,699$110,7070.01%
461UNITED RENTALS INC COMURI2,049$109,9670.01%
462YUM BRANDS INC COMYUM1,142$109,5170.01%
463SEMPRA COMSREA404$109,2210.01%
464OLD DOMINION FREIGHT LINE INC COMODFL2,000$108,8600.01%
465FREEPORT-MCMORAN INC CL BFCX9,029$108,0790.01%
466STARBUCKS CORP COMSBUX598$108,0350.01%
467HESS MIDSTREAM LP CL A SHSHESM1,499$107,5680.01%
468ISHARES U.S. ENERGY ETF4642877963,069$106,7910.01%
469MICROSOFT CORP COMMSFT7,358$106,7650.01%
470LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF3,454$105,9800.01%
471TEXAS CAP BANCSHARES INC COM88224Q107438$105,4270.01%
472VANGUARD REAL ESTATE ETF922908553428$105,0530.01%
473WALMART INC COMWMT1,334$105,0160.01%
474ISHARES MSCI EAFE ETF4642874658,646$103,7520.01%
475VANGUARD FTSE DEVELOPED MARKETS ETF9219438581,443$103,1170.01%
476ISHARES 20 YEAR TREASURY BOND ETF464287432127$102,6030.01%
477COCA COLA CONS INC COMCOKE666$101,3650.01%
478APPLIED MATLS INC COM0382221052,128$100,6330.01%
479AON PLC SHS CL AAON1,193$100,0000.01%