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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

ORG Wealth Partners, LLC

Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001979372-25-000006

Total Value
$418.0M
Positions
10,014
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CORE SCIENTIFIC INC NEW COM21874A1067,149,778$122.0M39.21%
2CORE SCIENTIFIC INC NEW WT EXP TRANCHE 121874A1144,806,829$52.1M16.74%
3BERKSHIRE HATHAWAY INC DEL CL ABRK-A22$16.0M5.15%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A17,635$8.6M2.75%
5BERKSHIRE HATHAWAYBRK-A6,441$3.2M1.01%
6NVIDIA CORPNVDA17,170$2.6M0.85%
7ENERGY TRANSFER L P LPET-PI95,457$1.7M0.55%
8EXXON MOBIL CORPXOM11,897$1.3M0.42%
9AGNC INVT CORP COM00123Q104135,000$1.2M0.40%
10ENERGY TRANSFER L P LPET-PI68,242$1.2M0.39%
11ISHARES 0-3 MONTH46436E71811,041$1.1M0.36%
12ENERGY TRANSFER L P LPET-PI61,171$1.1M0.35%
13APPLE INCAAPL4,548$945,1650.30%
14APPLE INCAAPL4,000$831,2800.27%
15ABBOTT LABSABLZF5,958$811,8370.26%
16CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF13206176331,509$778,9020.25%
17NETFLIX INCNFLX600$776,1600.25%
18EXXON MOBIL CORPXOM6,595$720,5130.23%
19FOSTER L B COFSTR29,542$670,6030.22%
20ISHARES 0-3 MONTH46436E7186,578$660,2680.21%
21NVIDIA CORPNVDA4,269$654,4370.21%
22PALANTIR TECHNOLOGIES INPLTR4,750$620,7300.20%
23STEPSTONE PRIVATE MARKET21255V40610,391$612,0840.20%
24STEPSTONE PRIVATE MARKET21255V40610,391$612,0840.20%
25AMAZON.COM INCAMZN2,742$604,5010.19%
26MACOM TECHNOLOGY SOLUTIO55405Y1004,359$598,8390.19%
27EXXON MOBIL CORPXOM5,474$598,0710.19%
28ALIBABA GROUP HLDG LTD FBBAAY5,222$595,1510.19%
29IBM CORPINTR1,992$580,1250.19%
30ENTERPRISE PRODS PART LP29379210718,530$577,6080.19%
31AMPLIFY CWP ENHANCED DIV03210840913,075$558,5810.18%
32TESLA INCTSLA1,843$554,2080.18%
33CROWDSTRIKE HLDGS INCCRWD1,125$553,5780.18%
34ABBOTT LABSABLZF4,041$550,6260.18%
35ENERGY TRANSFER L P LPET-PI29,593$527,0510.17%
36MICROSOFT CORPMSFT1,020$502,0530.16%
37NVIDIA CORPNVDA3,257$499,3340.16%
38PALANTIR TECHNOLOGIES INPLTR3,795$495,9300.16%
39BERKSHIRE HATHAWAYBRK-A1,005$492,0580.16%
40MICROSOFT CORPMSFT960$472,3680.15%
41JPMORGAN CHASE & COVYLD1,622$471,0990.15%
42ALPHABET INCGOOG2,600$459,9660.15%
43CARDINAL HEALTH INCCAH2,775$456,2100.15%
44VISTRA CORPVST2,457$454,9090.15%
45WESTERN ASSET MUNICIPAL95766N10362,891$442,7580.14%
46HINES GLOBAL INCOME TRUS43324370644,491$436,4580.14%
47VANGUARD TOTAL STOCK9229087691,428$434,0120.14%
48MICROSOFT CORPMSFT864$425,1310.14%
49ENTERPRISE PRODS PART LP29379210713,358$416,3790.13%
50ENTERPRISE PRODS PART LP29379210713,192$411,1940.13%
51COSTCO WHSL CORP NEW22160K105413$408,0810.13%
52JPMORGAN CHASE & COVYLD1,396$405,6900.13%
53APPLE INCAAPL1,944$404,1480.13%
54ABBOTT LABSABLZF2,959$403,2680.13%
55PROSPERITY BANCSHARES INPB5,500$400,8400.13%
56APPLE INCAAPL1,913$397,5590.13%
57ISHARES CORE US4642872263,992$394,3760.13%
58LEIDOS HLDGS INCLDOS2,440$392,7060.13%
59PALANTIR TECHNOLOGIES INPLTR3,005$392,6930.13%
60ENERGY TRANSFER L P LPET-PI21,989$391,6380.13%
61WORKDAY INCWDAY1,590$380,3750.12%
62ENERGY TRANSFER L P LPET-PI21,188$377,3580.12%
63KRATOS DEFENSE & SEC SOL50077B2078,550$368,2480.12%
64ALIBABA GROUP HLDG LTD FBBAAY3,225$367,5530.12%
65JPMORGAN ULTRA SHORT46641Q8377,268$366,8400.12%
66APPLE INCAAPL1,740$361,6060.12%
67MICROSOFT CORPMSFT733$361,1300.12%
68ISHARES MBS ETF4642885883,850$359,8590.12%
69EXXON MOBIL CORPXOM3,288$359,1810.12%
70ISHARES CORE S&P 500464287200574$356,5010.11%
71JPMORGAN ULTRA SHORT46641Q8376,950$350,7660.11%
72PALANTIR TECHNOLOGIES INPLTR2,681$350,3530.11%
73OKTA INCOKTA3,500$344,9250.11%
74AMAZON.COM INCAMZN1,560$343,9170.11%
75HOME DEPOT INCHD917$342,3810.11%
76ABBOTT LABSABLZF2,506$341,4670.11%
77ISHARES TR 7-10 YR TREAS BD ETF4642874403,543$339,3130.11%
78ISHARES TR CORE TOTAL USD BD MKT ETF46434V6137,331$338,9120.11%
79CATERPILLAR INCCAT865$338,1450.11%
80ALPHABET INCGOOG1,900$336,1290.11%
81HOME DEPOT INCHD897$334,7240.11%
82JPMORGAN ULTRA SHORT46641Q8376,624$334,3630.11%
83CONOCOPHILLIPSCOP3,600$331,2290.11%
84ISHARES CORE S&P 500464287200533$331,0240.11%
85AMAZON.COM INCAMZN1,500$330,6900.11%
86KRATOS DEFENSE & SEC SOL50077B2077,650$329,4850.11%
87VANGUARD TOTAL STOCK9229087691,061$322,4690.10%
88DIR DAILY 7-10 YR TRSRY25459W56512,715$321,1800.10%
89EQT CORPEQT5,750$320,3900.10%
90CAMBRIA FIXED INCOME13206176312,957$318,7740.10%
91ISHARES CORE S&P MID CAP4642875075,066$318,1060.10%
92AMAZON.COM INCAMZN1,438$317,0210.10%
93ALPHABET INCGOOG1,780$314,8990.10%
94APPLE INCAAPL1,505$312,8680.10%
95TESLA INCTSLA1,040$312,7380.10%
96ISHARES US AEROSPACE4642887601,689$312,4810.10%
97JPMORGAN ULTRA SHORT46641Q8376,181$311,9550.10%
98NVIDIA CORPNVDA2,000$306,6230.10%
99ABBVIE INCABBV1,598$303,6710.10%
100NVIDIA CORPNVDA1,960$300,4680.10%
101TOLL BROS INCTOL2,539$299,6560.10%
102NVIDIA CORPNVDA1,948$298,6280.10%
103VENTURE GLOBAL INCVG20,000$298,4000.10%
104MARSH & MCLENNAN COS INC5717481021,369$298,2130.10%
105TEXAS PACIFIC LAND CTPL279$298,1610.10%
106SPDR S&P OIL & GAS EXPL78468R5562,327$295,3600.09%
107PHILIP MORRIS INTL INC7181721091,654$293,6340.09%
108KAYNE ANDERSON ENERGY IN48660610623,314$293,2900.09%
109SIMPLIFY MANAGED FUTURS82889N69910,837$289,9980.09%
110META PLATFORMS INCMETA400$287,6880.09%
111ENERGY TRANSFER L P LPET-PI16,093$286,6160.09%
112KINDER MORGAN INC DELEP-PC10,010$283,5830.09%
113BROADCOM INCAVGO1,069$283,0070.09%
114JPMORGAN ULTRA SHORT46641Q8375,595$282,3790.09%
115ALPHABET INCGOOG1,563$276,6390.09%
116VENTURE GLOBAL INCVG18,540$276,6160.09%
117NVIDIA CORPNVDA1,800$275,9940.09%
118CROWDSTRIKE HLDGS INCCRWD560$275,5590.09%
119PALANTIR TECHNOLOGIES INPLTR2,107$275,3420.09%
120ABBOTT LABSABLZF2,000$272,5200.09%
121INVESCO S&P 500 EQUALIVZ1,476$271,3920.09%
122ABBVIE INCABBV1,422$270,1650.09%
123KAYNE ANDERSON ENERGY IN48660610621,456$269,9160.09%
124ISHARES MBS ETF4642885882,856$266,9500.09%
125ABBVIE INCABBV1,403$266,5550.09%
126QUALCOMM INCQCOM1,659$264,4440.08%
127HONEYWELL INTL INC4385161061,105$263,9530.08%
128SNOWFLAKE INCSNOW1,222$263,9150.08%
129ISHARES CORE TOTAL USD46434V6135,726$263,7390.08%
130PALANTIR TECHNOLOGIES INPLTR2,000$261,3600.08%
131ALPHABET INCGOOG1,480$260,2430.08%
132QUALCOMM INCQCOM1,627$259,3430.08%
133AMERIPRISE FINL INC03076C106481$259,2030.08%
134SHERWIN-WILLIAMS COSHW729$259,0460.08%
135MPLX LP LPMPLXP5,081$258,0630.08%
136ENERGY TRANSFER L P LPET-PI14,441$257,1940.08%
137SALESFORCE INCCRM943$256,4110.08%
138OKTA INCOKTA2,600$256,2300.08%
139PROSHARES S&P 500 DIV74348A4672,492$255,3050.08%
140ILLUMINA INCILMN2,596$254,7970.08%
141SIMPLIFY MANAGED FUTURS82889N6999,450$252,8820.08%
142EXXON MOBIL CORPXOM2,308$252,2080.08%
143EXXON MOBIL CORPXOM2,291$250,2830.08%
144KAYNE ANDERSON ENERGY IN48660610619,851$249,7250.08%
145ABBOTT LABSABLZF1,831$249,4920.08%
146HINES GLOBAL INCOME TRUS43324370625,423$249,4040.08%
147JPMORGAN ULTRA SHORT46641Q8374,900$247,3030.08%
148MICROSOFT CORPMSFT500$246,0250.08%
149NVIDIA CORPNVDA1,600$245,2980.08%
150NVIDIA CORPNVDA1,568$240,3740.08%
151VANGUARD S&P 500 ETF922908363423$240,3520.08%
152AMAZON.COM INCAMZN1,080$238,0960.08%
153SNOWFLAKE INCSNOW1,100$237,5670.08%
154ENERGY TRANSFER L P LPET-PI13,264$236,2360.08%
155UNITED RENTALS INCURI301$233,1410.07%
156UNITED RENTALS INCURI300$232,8210.07%
157UNITED RENTALS INCURI300$232,2420.07%
158ENERGY TRANSFER L P LPET-PI12,937$230,4070.07%
159EXXON MOBIL CORPXOM2,105$229,9540.07%
160STEPSTONE PRIVATE MARKET21255V4063,896$229,5310.07%
161STEPSTONE PRIVATE MARKET21255V4063,896$229,5310.07%
162ELI LILLY AND COLLY294$228,2830.07%
163PALANTIR TECHNOLOGIES INPLTR1,746$228,1670.07%
164ISHARES 0-3 MONTH46436E7182,260$226,9280.07%
165AMAZON.COM INCAMZN1,029$226,8530.07%
166VANGUARD FTSE EMERGING9220428584,562$226,5580.07%
167ABBOTT LABSABLZF1,658$225,9190.07%
168KAYNE ANDERSON ENERGY IN48660610617,571$221,0440.07%
169CHEVRON CORP NEWCVX1,505$219,0820.07%
170SHOPIFY INC FSHOP1,942$218,8050.07%
171AUTOMATIC DATA PROCESSINADP703$218,3030.07%
172CHENIERE ENERGY PARTN LPLNG3,917$216,6880.07%
173AMAZON.COM INCAMZN980$216,0500.07%
174NVIDIA CORPNVDA1,400$214,6350.07%
175ABBOTT LABSABLZF1,572$214,2000.07%
176ALPHABET INCGOOG1,200$212,2920.07%
177GOLDMAN SACHS GROUP INCGSCE300$211,9380.07%
178PALANTIR TECHNOLOGIES INPLTR1,604$209,6100.07%
179APPLE INCAAPL1,000$207,8200.07%
180ISHARES CORE MSCI EAFE46432F8422,479$206,5250.07%
181UNION PAC CORPUNP873$205,7440.07%
182KINSALE CAP GROUP INC49714P108428$205,1780.07%
183ONEOK INC NEWOKE2,505$202,8960.07%
184MICROSOFT CORPMSFT411$202,2420.06%
185ISHARES CORE MSCI EAFE46432F8422,425$202,0260.06%
186QUALCOMM INCQCOM1,241$197,9590.06%
187HERSHEY COHSY1,125$197,7860.06%
188VANGUARD MUNI BND TAX9229077464,000$195,7200.06%
189RTX CORPRTX1,357$195,7110.06%
190CHEFS WHSE INC1630861013,104$194,8690.06%
191ISHARES NATIONAL MUNI4642884141,858$193,7700.06%
192ALIBABA GROUP HLDG LTD FBBAAY1,700$193,7490.06%
193CHENIERE ENERGY PARTN LPLNG3,502$193,7300.06%
194CAMBRIA FIXED INCOME1320617637,854$193,2280.06%
195SPROTT PHYSICAL GOLD ETVSII7,500$191,4000.06%
196STARBUCKS CORPSBUX2,000$189,8400.06%
197ABBVIE INCABBV993$188,6600.06%
198ENTERPRISE PRODS PART LP2937921076,000$187,0200.06%
199APPLE INCAAPL897$186,5210.06%
200ISHARES MBS ETF4642885881,995$186,4720.06%
201ALPHABET INCGOOG1,055$185,5110.06%
202AMERICAN EXPRESS COAXP575$185,4540.06%
203JPMORGAN ULTRA SHORT46641Q8373,641$183,7700.06%
204ISHARES CORE S&P SMALL4642878041,643$182,3490.06%
205ISHARES 0-3 MONTH46436E7181,812$181,8740.06%
206ABBOTT LABSABLZF1,324$180,4080.06%
207BERKSHIRE HATHAWAYBRK-A362$177,2380.06%
208ALPHABET INCGOOG1,001$177,0910.06%
209WALMART INCWMT1,800$176,8320.06%
210SHELL PLC FRYDAF2,445$174,0590.06%
211ABBVIE INCABBV915$173,8400.06%
212NUTANIX INCNTNX2,303$173,1620.06%
213CAMBRIA FIXED INCOME1320617637,034$173,0530.06%
214PALANTIR TECHNOLOGIES INPLTR1,324$173,0200.06%
215CAMBRIA FIXED INCOME1320617637,014$172,5610.06%
216ISHARES CORE MSCI EAFE46432F8422,051$170,9040.05%
217APPLE INCAAPL820$170,5830.05%
218ABBOTT LABSABLZF1,245$169,6430.05%
219TEXTRON INCTXT2,091$169,3290.05%
220NVIDIA CORPNVDA1,100$168,6420.05%
221ISHARES MBS ETF4642885881,800$168,2460.05%
222PACER FDS TR TRENDPILOT U S BD ETF69374H6428,514$168,1510.05%
223ALPHABET INCGOOG948$166,6960.05%
224ENTERPRISE PRODS PART LP2937921075,338$166,3850.05%
225ABBVIE INCABBV866$164,5760.05%
226D R HORTON INC23331A1091,218$163,0900.05%
227SALESFORCE INCCRM598$162,6020.05%
228EOG RES INCEOG1,334$161,7750.05%
229ISHARES CORE S&P MID CAP4642875072,569$161,3680.05%
230AMPLIFY CWP ENHANCED DIV0321084093,751$160,2840.05%
231WALMART INCWMT1,621$159,3380.05%
232LOWES COS INC548661107693$158,5600.05%
233LENNAR CORPLEN-B1,367$157,8740.05%
234ISHARES 7-10 YEAR TRSURY4642874401,655$157,7040.05%
235KINDER MORGAN INC DELEP-PC5,565$157,6560.05%
236JOHNSON & JOHNSONJNJ1,008$157,1670.05%
237ILLINOIS TOOL WKS INC452308109607$155,1320.05%
238AFLAC INCAFL1,458$154,2880.05%
239VENTURE GLOBAL INCVG10,183$151,9300.05%
240ISHARES CORE S&P MID CAP4642875072,386$149,8250.05%
241AIR PRODS & CHEMS INCAIIR519$148,2360.05%
242SOUTHERN COPPER CORPSCCO1,450$148,0450.05%
243KRANESHARES CSI CHINA5007673064,283$147,0780.05%
244BERKSHIRE HATHAWAYBRK-A300$146,8830.05%
245ISHARES MSCI USA MOMNTUM46432F396620$146,8220.05%
246CAMBRIA FIXED INCOME1320617635,966$146,7780.05%
247NVIDIA CORPNVDA956$146,6440.05%
248GILEAD SCIENCES INCGILD1,312$146,5890.05%
249KKR & CO INCKKRT1,101$145,8620.05%
250NVIDIA CORPNVDA950$145,6390.05%
251ISHARES TR CORE S&P SMALL-CAP ETF4642878041,329$145,2460.05%
252ISHARES MBS ETF4642885881,553$145,1580.05%
253CONSTELLATION BRANDS INCSTZ866$144,1190.05%
254PFIZER INCPFE5,741$143,7760.05%
255PACER WEALTHSHIELD ETF69374H8404,738$143,3490.05%
256SHOPIFY INC FSHOP1,268$142,8650.05%
257SAGIMET BIOSCIENCES INCSGMT17,791$142,8610.05%
258VENTURE GLOBAL INCVG9,517$141,9930.05%
259KRATOS DEFENSE & SEC SOL50077B2073,291$141,7430.05%
260SNOWFLAKE INCSNOW655$141,4600.05%
261ALTRIA GROUP INCMO2,421$140,7560.05%
262JPMORGAN EQUITY PREMIUM46641Q3322,476$140,5920.05%
263ABBOTT LABSABLZF1,027$139,9390.04%
264BOEING COBA-PA660$138,4610.04%
265PFIZER INCPFE5,522$138,2710.04%
266CAMBRIA FIXED INCOME1320617635,602$137,8230.04%
267ALTRIA GROUP INCMO2,365$137,5010.04%
268CROWDSTRIKE HLDGS INCCRWD279$137,2870.04%
269NVIDIA CORPNVDA890$136,4480.04%
270ISHARES MSCI INDIA INDEX46429B5982,442$136,3610.04%
271UNITED RENTALS INCURI176$136,2480.04%
272JPMORGAN CHASE & COVYLD468$136,1220.04%
273AMGEN INCAMGN468$135,9630.04%
274ISHARES MSCI EMERGING46434G7642,146$135,7980.04%
275TESLA INCTSLA450$135,3190.04%
276NVIDIA CORPNVDA882$135,2140.04%
277CAMBRIA FIXED INCOME1320617635,473$134,6490.04%
278VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF922908751568$134,6040.04%
279ISHARES CORE TOTAL USD46434V6132,895$133,3430.04%
280MCDONALDS CORPMCD447$133,1570.04%
281SPROTT PHYSICAL GOLD ETVSII5,210$132,9590.04%
282ISHARES MSCI EMERGING46434G7642,100$132,8880.04%
283VENTURE GLOBAL INCVG8,875$132,4150.04%
284SELECT SECTOR UTI SELECT81369Y8861,613$132,1690.04%
285ISHARES RUSSELL 1000464287614314$131,9140.04%
286KRATOS DEFENSE & SEC SOL50077B2073,056$131,6210.04%
287DELL TECHNOLOGIES INCDELL1,075$130,8590.04%
288CHENIERE ENERGY PARTN LPLNG2,360$130,5550.04%
289ABBVIE INCABBV684$129,9530.04%
290IBM CORPINTR445$129,7380.04%
291SNOWFLAKE INCSNOW599$129,3660.04%
292CORE SCIENTIFIC INC21874A1067,488$129,1680.04%
293ONEOK INC NEWOKE1,590$128,8110.04%
294SKYWARD SPECIALTY INS GR8309401022,273$128,3330.04%
295ABBVIE INCABBV675$128,2430.04%
296PERMIAN RES CORPPR9,161$128,1740.04%
297ISHARES 0-3 MONTH46436E7181,274$127,8740.04%
298SPROTT PHYSICAL GOLD ETVSII5,000$127,6000.04%
299INVESCO S&P 500 LOWIVZ1,738$127,4640.04%
300CROWDSTRIKE HLDGS INCCRWD259$127,4460.04%
301ISHARES 7-10 YEAR TRSURY4642874401,335$127,2120.04%
302SOUTHERN COPPER CORPSCCO1,244$127,0660.04%
303ISHARES NATIONAL MUNI4642884141,216$126,8160.04%
304HINES GLOBAL INCOME TRUS43324370612,816$125,7280.04%
305SOUTHERN COPPER CORPSCCO1,228$125,4130.04%
306JPMORGAN ULTRA SHORT46641Q8372,480$125,2110.04%
307ISHARES CORE S&P SMALL4642878041,125$124,9300.04%
308HINES GLOBAL INCOME TRUS43324370612,711$124,7020.04%
309IBM CORPINTR425$124,0080.04%
310SPROTT PHYSICAL GOLD ETVSII4,859$124,0010.04%
311BERKSHIRE HATHAWAYBRK-A253$123,8710.04%
312KINDER MORGAN INC DELEP-PC4,368$123,7450.04%
313SPROTT PHYSICAL GOLD ETVSII4,838$123,4650.04%
314WALMART INCWMT1,251$122,9370.04%
315KRATOS DEFENSE & SEC SOL50077B2072,850$122,7490.04%
316AMPLIFY CWP ENHANCED DIV0321084092,871$122,6820.04%
317JPMORGAN ULTRA SHORT46641Q8372,427$122,5140.04%
318ISHARES TR MSCI EAFE VALUE ETF4642888771,904$120,8650.04%
319REAL ESTATE SELECT SCTR81369Y8602,893$120,6380.04%
320RANGE RES CORPRRC3,090$120,4000.04%
321AMAZON.COM INCAMZN546$120,3710.04%
322SNOWFLAKE INCSNOW556$120,0790.04%
323NUTANIX INCNTNX1,595$119,9280.04%
324TAIWAN SEMICONDUCTOR M F874039100533$119,7540.04%
325JPMORGAN CHASE & COVYLD411$119,5540.04%
326JPMORGAN ULTRA SHORT46641Q8372,350$118,6340.04%
327ISHARES MBS ETF4642885881,264$118,1460.04%
328SOUTHERN COPPER CORPSCCO1,156$118,0950.04%
329HONEYWELL INTL INC438516106494$118,0650.04%
330VISA INCV332$118,0160.04%
331HINES GLOBAL INCOME TRUS43324370612,005$117,7750.04%
332IBM CORPINTR403$117,4320.04%
333INVSC ACTVLY MNG OPTM YDIVZ8,918$116,9140.04%
334NETFLIX INCNFLX90$116,4240.04%
335ASML HLDG N V FASMLF147$116,1990.04%
336KRANESHARES MOUNT LCS5007676524,398$116,1510.04%
337ISHARES CORE S&P SMALL4642878041,045$115,9630.04%
338OKTA INCOKTA1,173$115,5990.04%
339IBM CORPINTR395$115,2720.04%
340EXXON MOBIL CORPXOM1,051$114,8110.04%
341SIMPLIFY MANAGED FUTURS82889N6994,290$114,8000.04%
342ANHEUSER BUSCH INBEV S FBUDFF1,655$114,6080.04%
343UNITED RENTALS INCURI148$114,5720.04%
344ABBVIE INCABBV603$114,5630.04%
345SPDR S&P 500 GROWTH ETF78464A4091,213$114,4490.04%
346HONEYWELL INTL INC438516106478$114,3440.04%
347COSTCO WHSL CORP NEW22160K105115$114,0740.04%
348RIGETTI COMPUTING INCRGTIW10,000$113,3000.04%
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352SHOPIFY INC FSHOP1,000$112,6700.04%
353QUALCOMM INCQCOM703$112,2030.04%
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358ABBVIE INCABBV581$110,4260.04%
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360ENERGY TRANSFER L P LPET-PI6,175$109,9760.04%
361SELECT SECTOR HEALTH81369Y209804$109,9140.04%
362VANGUARD FTSE EMERGING9220428582,213$109,8970.04%
363HONEYWELL INTL INC438516106458$109,4690.04%
364EXXON MOBIL CORPXOM1,000$109,2400.04%
365EXXON MOBIL CORPXOM1,000$109,2400.04%
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367APPLIED MATLS INC038222105588$108,1510.03%
368ATLANTIC UN BANKSHARES C04911A1073,309$108,0790.03%
369SHOPIFY INC FSHOP959$108,0500.03%
370SPDR S&P OIL & GAS EXPL78468R556848$107,7060.03%
371COSTCO WHSL CORP NEW22160K105109$107,5080.03%
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373ALPHABET INCGOOG604$106,9400.03%
374SPDR S&P 500 ETFSPY172$106,5750.03%
375ABBOTT LABSABLZF780$106,2820.03%
376ALPHABET INCGOOG600$106,1460.03%
377UNITED RENTALS INCURI137$106,0570.03%
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379KAYNE ANDERSON ENERGY IN4866061068,420$105,9230.03%
380ISHARES 7-10 YEAR TRSURY4642874401,111$105,8670.03%
381PROCTER & GAMBLE CO742718109654$105,5930.03%
382PFIZER INCPFE4,200$105,1680.03%
383ABBVIE INCABBV551$104,7170.03%
384ISHARES MBS ETF4642885881,120$104,6860.03%
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386IBM CORPINTR358$104,4720.03%
387ENERGY TRANSFER L P LPET-PI5,865$104,4550.03%
388JPMORGAN ULTRA SHORT46641Q8372,065$104,2590.03%
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391OKTA INCOKTA1,052$103,6740.03%
392ENTERPRISE PRODS PART LP2937921073,321$103,5150.03%
393SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF82889N6993,866$103,3760.03%
394AMAZON.COM INCAMZN468$103,1750.03%
395AMGEN INCAMGN353$102,7110.03%
396ABBVIE INCABBV539$102,4460.03%
397AMAZON.COM INCAMZN462$101,8520.03%
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399FREEPORT-MCMORAN INCFCX2,300$101,3150.03%
400JPMORGAN ULTRA SHORT46641Q8372,000$100,9400.03%
401APPLE INCAAPL485$100,8140.03%
402WALMART INCWMT1,026$100,7940.03%
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406KAYNE ANDERSON ENERGY IN4866061068,000$100,6400.03%
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408SHOPIFY INC FSHOP890$100,2760.03%
409NUTANIX INCNTNX1,333$100,2280.03%
410HOME DEPOT INCHD268$100,1260.03%
411KRATOS DEFENSE & SEC SOL50077B2072,319$99,8790.03%
412ISHARES 0-3 MONTH46436E718993$99,7020.03%
413COSTCO WHSL CORP NEW22160K105101$99,6200.03%
414EOG RES INCEOG821$99,5200.03%
415PROCTER & GAMBLE CO742718109615$99,1660.03%
416MASTERCARD INCMA175$98,8060.03%
417ABBVIE INCABBV520$98,7940.03%
418BERKLEY W R CORPWRB-PH1,350$98,3610.03%
419VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX922042718729$97,9700.03%
420MASTERCARD INCMA173$97,6770.03%
421PFIZER INCPFE3,900$97,6560.03%
422MICROSOFT CORPMSFT198$97,4250.03%
423SIMON PPTY GROUP INC NEW828806109592$97,4040.03%
424IMGP DBI MANAGED FUTURES53700T8273,774$97,1800.03%
425ENERGY TRANSFER L P LPET-PI5,440$96,8860.03%
426AMAZON.COM INCAMZN439$96,7810.03%
427SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X5092,264$96,7630.03%
428TRIPLE FLAG PRECIOUS M FTFPM4,086$96,5930.03%
429ISHARES CORE MSCI EAFE46432F8421,158$96,5130.03%
430HOME DEPOT INCHD258$96,3520.03%
431KAYNE ANDERSON ENERGY IN4866061067,656$96,3120.03%
432ENERGY TRANSFER L P LPET-PI5,405$96,2630.03%
433PAYPAL HLDGS INCPYPL1,274$95,9190.03%
434ABBVIE INCABBV504$95,8790.03%
435VANGUARD EXTENDED MARKET922908652494$95,6280.03%
436ALIBABA GROUP HLDG LTD FBBAAY839$95,6200.03%
437PHILIP MORRIS INTL INC718172109538$95,5110.03%
438SOUTHERN COPPER CORPSCCO934$95,3960.03%
439SALESFORCE INCCRM350$95,1680.03%
440ENTERPRISE PRODS PART LP2937921073,051$95,1000.03%
441SPDR S&P DIVIDEND ETF78464A763688$95,0260.03%
442ABBVIE INCABBV500$94,9950.03%
443ABBOTT LABSABLZF697$94,9730.03%
444ISHARES MSCI USA MOMNTUM46432F396401$94,9600.03%
445INVESCO S&P 500 LOWIVZ1,291$94,6810.03%
446AMGEN INCAMGN325$94,6390.03%
447AMAZON.COM INCAMZN429$94,5770.03%
448ALPHABET INCGOOG537$94,4260.03%
449EXXON MOBIL CORPXOM864$94,3830.03%
450WORKDAY INCWDAY394$94,2560.03%
451SCHNEIDER ELEC SA F80687P1061,793$94,1140.03%
452ONEOK INC NEWOKE1,161$94,0290.03%
453MCDONALDS CORPMCD316$94,0200.03%
454AT&T INCT-PC3,252$93,9170.03%
455IMGP DBI MANAGED FUTURES53700T8273,635$93,6010.03%
456BLACK STONE MINERALS LPBSMLP7,119$93,5530.03%
457BLACK STONE MINERALS LPBSMLP7,119$93,5530.03%
458APPLE INCAAPL450$93,5410.03%
459L OREAL S A F5021172031,062$93,3920.03%
460EXXON MOBIL CORPXOM854$93,3270.03%
461ISHARES MBS ETF464288588998$93,2830.03%
462NESTLE S A F641069406934$93,2500.03%
463ABBOTT LABSABLZF684$93,2010.03%
464HOME DEPOT INCHD249$93,0360.03%
465ABBOTT LABSABLZF682$92,9290.03%
466SHOPIFY INC FSHOP823$92,7270.03%
467ISHARES 0-3 MONTH46436E718923$92,6870.03%
468AMAZON.COM INCAMZN420$92,5930.03%
469EVERSOURCE ENERGYES1,428$92,1770.03%
470CAMBRIA FIXED INCOME1320617633,741$92,0370.03%
471FRANKLIN RES INCBEN3,776$91,9070.03%
472ABBOTT LABSABLZF672$91,6990.03%
473APPLE INCAAPL441$91,6550.03%
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475AIA GROUP LTD F0013172052,520$91,2740.03%
476ENERGY TRANSFER L P LPET-PI5,115$91,1100.03%
477MICROSOFT CORPMSFT185$91,0290.03%
478TRAVELERS COS INCTRV340$90,7800.03%
479PFIZER INCPFE3,596$90,0660.03%
480ISHARES CORE S&P MID CAP4642875071,431$89,8590.03%
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482NVIDIA CORPNVDA584$89,5270.03%
483ORACLE CORPORCL-PD408$89,3350.03%
484GOLDMAN SACHS GROUP INCGSCE125$89,0010.03%
485ABBOTT LABSABLZF653$88,9770.03%
486PALANTIR TECHNOLOGIES INPLTR678$88,6010.03%
487JPMORGAN ULTRA SHORT46641Q8371,751$88,4190.03%
488VANGUARD S&P 500 ETF922908363155$88,2810.03%
489CHENIERE ENERGY PARTN LPLNG1,593$88,1240.03%
490ABBVIE INCABBV463$87,9650.03%
491VANGUARD MID CAP VALUE922908512527$87,7560.03%
492AMAZON.COM INCAMZN398$87,7430.03%
493ABBOTT LABSABLZF643$87,7320.03%
494CATERPILLAR INCCAT224$87,5660.03%
495JPMORGAN ULTRA SHORT46641Q8371,734$87,5500.03%
496PACER FDS TR WEALTHSHIELD ETF69374H8402,885$87,5020.03%
497ABBOTT LABSABLZF642$87,4780.03%
498ISHARES CORE MSCI EAFE46432F8421,049$87,4540.03%
499SPDR S&P 500 ETFSPY141$87,3530.03%
500JPMORGAN CHASE & COVYLD300$87,1850.03%