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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

Hennion & Walsh Asset Management, Inc.

Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0002000324-25-002684

Total Value
$2.48B
Positions
920
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200162,760$101.1M4.44%
2GOLDMAN SACHS ETF TRNVGLF513,062$62.3M2.74%
3VANGUARD INDEX FDS922908744306,223$54.1M2.38%
4INVESCO EXCHANGE TRADED FD TIVZ266,846$48.5M2.13%
5WISDOMTREE TRWT1,180,367$46.8M2.06%
6PROSHARES TR74347G242863,422$36.6M1.61%
7ISHARES TR46435G219794,619$36.1M1.59%
8GOLDMAN SACHS ETF TRNVGLF780,476$31.0M1.36%
9NVIDIA CORPORATIONNVDA148,510$23.5M1.03%
10COLUMBIA ETF TR II19762B202649,375$22.2M0.98%
11BROADCOM INCAVGO80,384$22.2M0.97%
12ISHARES TR464288687700,414$21.5M0.94%
13AMAZON COM INCAMZN86,370$18.9M0.83%
14VERONA PHARMA PLC925050106198,514$18.8M0.83%
15NUVEEN MUNICIPAL CREDIT INCNU1,528,015$18.2M0.80%
16J P MORGAN EXCHANGE TRADED F46641Q274375,075$17.8M0.78%
17MICROSOFT CORPMSFT35,478$17.6M0.78%
18NUVEEN AMT FREE MUN CR INC FNU1,423,011$17.0M0.75%
19VISA INCV47,284$16.8M0.74%
20NUVEEN MUN VALUE FD INCNU1,917,495$16.7M0.73%
21ISHARES TR46436E320542,741$16.6M0.73%
22ALPHABET INCGOOG90,332$15.9M0.70%
23NUVEEN SELECT TAX-FREE INCOMNU1,015,165$14.3M0.63%
24JANUS DETROIT STR TR47103U845279,196$14.2M0.62%
25META PLATFORMS INCMETA18,550$13.7M0.60%
26APPLE INCAAPL66,383$13.6M0.60%
27NUVEEN AMT FREE QLTY MUN INCNU1,204,426$13.2M0.58%
28BLACKROCK MUNIYIELD QUALITYBLK1,253,715$13.2M0.58%
29BLACKROCK MUNIHOLDINGS FD INBLK1,088,165$12.2M0.54%
30ANALOG DEVICES INCADI50,402$12.0M0.53%
31BOSTON SCIENTIFIC CORPBSX109,149$11.7M0.52%
32ELI LILLY & COLLY15,010$11.7M0.51%
33BLACKROCK MUNIYILD QULT FD IBLK1,027,680$11.4M0.50%
34PIMCO MUN INCOME FD II72200W1061,435,345$10.7M0.47%
35JPMORGAN CHASE & CO.VYLD35,855$10.4M0.46%
36PALO ALTO NETWORKS INCPANW49,437$10.1M0.44%
37KLA CORPKLAC11,148$10.0M0.44%
38NUVEEN QUALITY MUNCP INCOMENU873,528$9.9M0.43%
39APPLIED MATLS INC03822210552,482$9.6M0.42%
40MASTERCARD INCORPORATEDMA16,552$9.3M0.41%
41INVESCO MUN OPPORTUNITY TRIVZ1,011,086$9.3M0.41%
42TRANE TECHNOLOGIES PLCTT20,557$9.0M0.40%
43MCKESSON CORPMCK12,220$9.0M0.39%
44SSGA ACTIVE ETF TR78467V608212,978$8.9M0.39%
45SERVICENOW INCNOW8,582$8.8M0.39%
46WALMART INCWMT89,635$8.8M0.39%
47VANECK ETF TRUST92189F536511,844$8.6M0.38%
48INTUITIVE SURGICAL INCISRG15,845$8.6M0.38%
49ISHARES TR464288448249,460$8.6M0.38%
50INVESCO VALUE MUN INCOME TRIVZ728,916$8.5M0.37%
51EATON VANCE MUN BD FDETN864,379$8.4M0.37%
52BLACKROCK MUN INCOME TRBLK858,672$8.2M0.36%
53BLACKROCK MUN TARGET TERM TRBLK375,301$8.2M0.36%
54INTERNATIONAL BUSINESS MACHSINTR27,125$8.0M0.35%
55ISHARES TR464289511156,329$7.8M0.34%
56BNY MELLON STRATEGIC MUNS IN05588W1081,321,096$7.8M0.34%
57NUVEEN MUN HIGH INCOME OPPORNU751,630$7.8M0.34%
58INTUITINTU9,845$7.8M0.34%
59AXON ENTERPRISE INCAXON9,364$7.8M0.34%
60CISCO SYS INCCSCO107,371$7.4M0.33%
61S&P GLOBAL INCSPGI14,039$7.4M0.33%
62JANUS DETROIT STR TR47103U738138,571$7.2M0.32%
63J P MORGAN EXCHANGE TRADED F46654Q203131,581$7.2M0.31%
64QUANTA SVCS INC74762E10218,847$7.1M0.31%
65NYLI MACKAY DEFINEDTERM MUNIMMD481,723$7.1M0.31%
66VANGUARD SCOTTSDALE FDS92206C847120,067$6.7M0.30%
67PROCTER AND GAMBLE CO74271810942,019$6.7M0.29%
68BAIN CAP SPECIALTY FIN INC05684B107433,062$6.5M0.29%
69WESTERN ASSET DIVERSIFIED INWDI436,282$6.5M0.28%
70TJX COS INC NEW87254010952,359$6.5M0.28%
71CINTAS CORPCTAS28,904$6.4M0.28%
72BADGER METER INCBMI26,185$6.4M0.28%
73COSTCO WHSL CORP NEW22160K1056,391$6.3M0.28%
74ISHARES TR464288638118,618$6.3M0.28%
75MIRUM PHARMACEUTICALS INCMIRM122,769$6.2M0.27%
76MERCK & CO INCMRK75,932$6.0M0.26%
77CROWDSTRIKE HLDGS INCCRWD11,791$6.0M0.26%
78LOCKHEED MARTIN CORPLMT12,923$6.0M0.26%
79IRON MTN INC DEL46284V10158,328$6.0M0.26%
80NUVEEN CHURCHILL DIRECT LEND67090S108368,064$6.0M0.26%
81TARGA RES CORPTRGP34,039$5.9M0.26%
82FORTINET INCFTNT55,827$5.9M0.26%
83GOLUB CAP BDC INC38173M102402,458$5.9M0.26%
84ZAI LAB LTDZLAB168,090$5.9M0.26%
85LAM RESEARCH CORPLRCX60,071$5.8M0.26%
86BNY MELLON STRATEGIC MUN BD09662E1091,042,686$5.8M0.26%
87DOORDASH INCDASH23,600$5.8M0.26%
88GE AEROSPACE36960430122,536$5.8M0.25%
89PIMCO MUN INCOME FD III72201A103840,599$5.8M0.25%
90ADAMS DIVERSIFIED EQUITY FD006212104264,995$5.8M0.25%
91QUALCOMM INCQCOM35,865$5.7M0.25%
92EXXON MOBIL CORPXOM52,930$5.7M0.25%
93COCA COLA COKO80,632$5.7M0.25%
94ISHARES TR46436E71856,091$5.6M0.25%
95DELL TECHNOLOGIES INCDELL45,751$5.6M0.25%
96CION INVT CORP17259U204585,434$5.6M0.25%
97WASTE MGMT INC DEL94106L10924,340$5.6M0.24%
98EATON VANCE NATL MUN OPPORTETN336,450$5.5M0.24%
99INVESCO QUALITY MUN INCOME TIVZ576,634$5.4M0.24%
100SCHWAB CHARLES CORPSCHW-PJ59,035$5.4M0.24%
101TEVA PHARMACEUTICAL INDS LTD881624209319,225$5.4M0.24%
102VANGUARD WORLD FD92204A7028,015$5.3M0.23%
103WILLIAMS COS INC96945710084,310$5.3M0.23%
104PHILIP MORRIS INTL INC71817210928,737$5.2M0.23%
105AXSOME THERAPEUTICS INCAXSM49,900$5.2M0.23%
106CHEVRON CORP NEWCVX36,182$5.2M0.23%
107SARATOGA INVT CORP80349A208208,608$5.2M0.23%
108AMERICAN EXPRESS COAXP16,208$5.2M0.23%
109NASDAQ INCNDAQ57,239$5.1M0.22%
110INVESCO EXCH TRADED FD TR IIIVZ234,136$5.1M0.22%
111NUVEEN AMT-FREE MUN VALUE FDNU369,763$5.1M0.22%
112SYSCO CORPSYY66,483$5.0M0.22%
113PARKER-HANNIFIN CORPPH7,130$5.0M0.22%
114ALTRIA GROUP INCMO84,869$5.0M0.22%
115JOHNSON & JOHNSONJNJ32,551$5.0M0.22%
116ABBVIE INCABBV26,709$5.0M0.22%
117GALLAGHER ARTHUR J & CO36357610915,447$4.9M0.22%
118BLACKROCK INCBLK4,568$4.8M0.21%
119AMERICAN INTL GROUP INC02687478455,959$4.8M0.21%
120RAYMOND JAMES FINL INC75473010931,085$4.8M0.21%
121FLAHERTY & CRUMRINE PFD SECS338478100292,421$4.8M0.21%
122UNITED RENTALS INCURI6,290$4.7M0.21%
123VANGUARD SCOTTSDALE FDS92206C70679,228$4.7M0.21%
124DWS MUN INCOME TR NEW233368109532,269$4.7M0.21%
125STRYKER CORPORATIONSYK11,792$4.7M0.21%
126BLUE OWL CAPITAL CORPORATIONOWL323,248$4.6M0.20%
127ADOBE INCADBE11,829$4.6M0.20%
128NUVEEN PFD & INCOME OPPORTUNNU570,516$4.6M0.20%
129AMERICAN ELEC PWR CO INC02553710143,481$4.5M0.20%
130SLR INVESTMENT CORPSLRC277,397$4.5M0.20%
131UNITEDHEALTH GROUP INCUNH14,337$4.5M0.20%
132PUTNAM MUN OPPORTUNITIES TR746922103450,366$4.5M0.20%
133ABRDN TOTAL DYNAMIC DIVIDENDAOD501,373$4.4M0.20%
134MARRIOTT INTL INC NEW57190320216,245$4.4M0.20%
135PIONEER MUNICIPAL HIGH INCOM723762100528,863$4.4M0.19%
136DBX ETF TR233051705182,915$4.4M0.19%
137ING GROEP N.V.INGVF199,718$4.4M0.19%
138NEW MTN FIN CORP647551100410,143$4.3M0.19%
139SALESFORCE INCCRM15,854$4.3M0.19%
140MOTOROLA SOLUTIONS INCMSI10,258$4.3M0.19%
141PIONEER MUNICIPAL HIGH INCOM723763108468,923$4.3M0.19%
142VANECK ETF TRUST92189F353215,472$4.3M0.19%
143TRADEWEB MKTS INC89267210628,915$4.2M0.19%
144MFS MUN INCOME TR552738106811,157$4.2M0.18%
145ISHARES TR46428864678,772$4.2M0.18%
146ZSCALER INCZS13,107$4.1M0.18%
147ANTERO MIDSTREAM CORPAM215,370$4.1M0.18%
148NEXTERA ENERGY INCNEE-PW58,006$4.0M0.18%
149ROCKET LAB CORPRKLB112,412$4.0M0.18%
150MOODYS CORPMCO7,997$4.0M0.18%
151ISHARES TR46428816636,552$4.0M0.18%
152INVESCO ADVANTAGE MUN INCOMEIVZ475,113$4.0M0.17%
153ISHARES TR46428832375,952$4.0M0.17%
154PIMCO MUN INCOME FD72200R107496,185$4.0M0.17%
155JAZZ PHARMACEUTICALS PLCJAZZ36,892$3.9M0.17%
156ROYAL CARIBBEAN GROUPV7780T10312,492$3.9M0.17%
157NUVEEN CA QUALTY MUN INCOMENU347,748$3.9M0.17%
158BLACKROCK MUNI INCOME TR IIBLK386,297$3.9M0.17%
159BELDEN INCBDC33,439$3.9M0.17%
160ARISTA NETWORKS INCANET37,769$3.9M0.17%
161NORTHROP GRUMMAN CORPNOC7,720$3.9M0.17%
162MADRIGAL PHARMACEUTICALS INCMDGL12,675$3.8M0.17%
163PUBLIC SVC ENTERPRISE GRP IN74457310645,463$3.8M0.17%
164DUKE ENERGY CORP NEWDUKB32,425$3.8M0.17%
165ALLIANCEBERNSTEIN NATL MUN I01864U106369,369$3.8M0.17%
166T-MOBILE US INCTMUSZ15,701$3.7M0.16%
167ORACLE CORPORCL-PD16,919$3.7M0.16%
168KINIKSA PHARMACEUTICALS INTLG52694109133,014$3.7M0.16%
169ECOLAB INCECL13,655$3.7M0.16%
170CONSTELLATION ENERGY CORPCEG11,289$3.6M0.16%
171GOLDMAN SACHS BDC INCGSBD323,282$3.6M0.16%
172VERIZON COMMUNICATIONS INCVZ83,413$3.6M0.16%
173BANCO BILBAO VIZCAYA ARGENTABBVXF234,341$3.6M0.16%
174NISOURCE INCNI89,200$3.6M0.16%
175TRINITY CAP INCTRINZ255,096$3.6M0.16%
176WEC ENERGY GROUP INCWEC34,226$3.6M0.16%
177CORCEPT THERAPEUTICS INCCORT48,491$3.6M0.16%
178SOUTHERN COSOMN38,498$3.5M0.16%
179BNY MELLON MUN BD INFRASTRUC09662W109345,290$3.5M0.16%
180INVESCO CALIF VALUE MUN INCOIVZ339,427$3.5M0.15%
181BLACKROCK MUN INCOME QUALITYBLK332,817$3.5M0.15%
182ARES CAPITAL CORPARCC159,338$3.5M0.15%
183SEAGATE TECHNOLOGY HLDNGS PLSE24,234$3.5M0.15%
184EATON VANCE MUNI INCOME TRUSETN339,234$3.5M0.15%
185DICKS SPORTING GOODS INC25339310217,317$3.4M0.15%
186KIMBERLY-CLARK CORPKMB26,528$3.4M0.15%
187HOWMET AEROSPACE INCHWM18,345$3.4M0.15%
188BLACKROCK MUNIASSETS FD INCBLK328,120$3.4M0.15%
189SYNOPSYS INCSNPS6,633$3.4M0.15%
190ARES DYNAMIC CR ALLOCATION F04014F102239,104$3.4M0.15%
191TG THERAPEUTICS INCTGTX93,771$3.4M0.15%
192SPDR S&P 500 ETF TRSPY5,439$3.4M0.15%
193GOLDMAN SACHS GROUP INCGSCE4,739$3.4M0.15%
194NUVEEN CALIFORNIA AMT QLT MUNU283,659$3.3M0.15%
195NETFLIX INCNFLX2,476$3.3M0.15%
196PALMER SQUARE CAPITAL BDC INPSBD234,645$3.3M0.14%
197BLACKROCK INVT QUALITY MUN TBLK297,453$3.2M0.14%
198BANK NEW YORK MELLON CORP06405810035,513$3.2M0.14%
199RHYTHM PHARMACEUTICALS INCRYTM51,079$3.2M0.14%
200TEXAS INSTRS INC88250810415,526$3.2M0.14%
201BLACKROCK MUNIYIELD FD INCBLK319,983$3.2M0.14%
202TAIWAN SEMICONDUCTOR MFG LTD87403910014,176$3.2M0.14%
203PIMCO CALIF MUN INCOME FD72200N106373,317$3.2M0.14%
204BLACKROCK MUNIVEST FD INCBLK487,210$3.2M0.14%
205BLACKROCK MUNIYIELD QUALITYBLK330,502$3.2M0.14%
206BNY MELLON HIGH YIELD STRATEDHF1,222,881$3.2M0.14%
207PENNANTPARK INVT CORP708062104462,709$3.2M0.14%
208PPL CORPPPLC92,604$3.1M0.14%
209WILLIAMS SONOMA INCWSM19,179$3.1M0.14%
210BLACKROCK MUNIHOLDINGS QUALIBLK326,243$3.1M0.14%
211PIMCO CALIF MUN INCOME FD II72200M108582,546$3.1M0.14%
212INVESCO EXCH TRD SLF IDX FDIVZ158,046$3.1M0.14%
213GRIFOLS S AGIKLY342,892$3.1M0.14%
214CAL MAINE FOODS INCCALM30,767$3.1M0.13%
215TRAVELERS COMPANIES INCTRV11,383$3.0M0.13%
216PUTNAM MANAGED MUN INCOME TR746823103506,760$3.0M0.13%
217WESTERN ASSET MUN HIGH INCOM95766N103434,949$3.0M0.13%
218ACADIA PHARMACEUTICALS INCACAD140,121$3.0M0.13%
219ARDELYX INCARDX770,357$3.0M0.13%
220BLACKROCK MUNIYIELD N Y QUALBLK315,920$3.0M0.13%
221VERTEX PHARMACEUTICALS INCVRTX6,756$3.0M0.13%
222SUPERNUS PHARMACEUTICALS INCSUPN94,841$3.0M0.13%
223PIONEER MUN HIGH INCOME OPPO723760104252,242$3.0M0.13%
224INCYTE CORPINCY43,692$3.0M0.13%
225AUTODESK INCADSK9,608$3.0M0.13%
226BLACKSTONE INCBX19,786$3.0M0.13%
227BLACKROCK MUNIVEST FD II INCBLK286,513$3.0M0.13%
228FIRSTENERGY CORPFE73,226$2.9M0.13%
229CADENCE DESIGN SYSTEM INCCDNS9,537$2.9M0.13%
230INVESCO MUNI INCOME OPP TRSTIVZ506,589$2.9M0.13%
231INDIVIOR PLCINDV197,027$2.9M0.13%
232SEMPRASREA38,265$2.9M0.13%
233TRI CONTL CORP89543610391,486$2.9M0.13%
234BLACKSTONE SECD LENDING FDBX93,443$2.9M0.13%
235AUTOZONE INCAZO766$2.8M0.12%
236MIDCAP FINANCIAL INVSTMNT CO03761U502223,557$2.8M0.12%
237BLACKROCK ENHANCED EQUITY DIBLK316,690$2.8M0.12%
238BLACKROCK MUNIHLDNGS CALI QLBLK271,867$2.8M0.12%
239MORGAN STANLEY DIRECT LENDIN61774A103150,143$2.8M0.12%
240GLOBAL X FDS37954Y483167,920$2.8M0.12%
241EATON CORP PLCETN7,859$2.8M0.12%
242VERTIV HOLDINGS COVRT21,723$2.8M0.12%
243HARMONY BIOSCIENCES HLDGS INHRMY88,057$2.8M0.12%
244WESTERN ASSET INVESTMENT GRA95766T100213,695$2.8M0.12%
245BLACKROCK CALIF MUN INCOME TBLK256,056$2.8M0.12%
246MONSTER BEVERAGE CORP NEWMNST44,054$2.8M0.12%
247PIMCO CALIF MUN INCOME FD II72201C109438,335$2.7M0.12%
248FIRST TR EXCH TRADED FD III33739P822105,100$2.7M0.12%
249MCDONALDS CORPMCD9,276$2.7M0.12%
250FIRST TR INTER DURATN PFD &33718W103143,664$2.7M0.12%
251CURTISS WRIGHT CORPCW5,522$2.7M0.12%
252FABRINETFN9,153$2.7M0.12%
253CYBERARK SOFTWARE LTDM2682V1086,549$2.7M0.12%
254OLD DOMINION FREIGHT LINE INODFL16,351$2.7M0.12%
255DIGITAL RLTY TR INC25386810315,046$2.6M0.12%
256PINNACLE WEST CAP CORPPNW29,048$2.6M0.11%
257ULTRAGENYX PHARMACEUTICAL INRARE70,637$2.6M0.11%
258PAYCHEX INCPAYX17,606$2.6M0.11%
259NUVEEN NEW YORK AMT QLT MUNINU256,231$2.5M0.11%
260LAMAR ADVERTISING CO NEWLAMR20,881$2.5M0.11%
261RUNWAY GROWTH FINANCE CORPRWAYL234,902$2.5M0.11%
262VIRTUS ARTIFICIAL INTELLIGENAIO101,432$2.5M0.11%
263J P MORGAN EXCHANGE TRADED F46641Q64750,684$2.5M0.11%
264EXELON CORPEXC57,697$2.5M0.11%
265RTX CORPORATIONRTX17,140$2.5M0.11%
266ADVANCED MICRO DEVICES INCAMD17,555$2.5M0.11%
267TRAVELZOOTZOO192,114$2.4M0.11%
268REPUBLIC SVCS INC7607591009,900$2.4M0.11%
269BLACKROCK LONG-TERM MUN ADVABLK263,386$2.4M0.11%
270INVESCO EXCH TRD SLF IDX FDIVZ117,637$2.4M0.11%
271NUVEEN SELECT MAT MUN FDNU265,949$2.4M0.11%
272LATTICE SEMICONDUCTOR CORPLSCC48,701$2.4M0.10%
273BWX TECHNOLOGIES INCBWXT16,451$2.4M0.10%
274KRATOS DEFENSE & SEC SOLUTIO50077B20750,814$2.4M0.10%
275COUPANG INCCPNG78,619$2.4M0.10%
276VIRIDIAN THERAPEUTICS INCVRDN168,324$2.4M0.10%
277AEROVIRONMENT INCAVAV8,251$2.4M0.10%
278BLACKROCK UTILS INFRASTRUCTUBLK90,782$2.3M0.10%
279GENERAL DYNAMICS CORPGD8,008$2.3M0.10%
280CELCUITY INCCELC174,493$2.3M0.10%
281AMEREN CORPAEE24,137$2.3M0.10%
282DUCOMMUN INC DELDCO28,002$2.3M0.10%
283DTE ENERGY CODTK17,328$2.3M0.10%
284TRUIST FINL CORP89832Q10953,209$2.3M0.10%
285NEUBERGER BERMAN MUN FD INC64124P101231,000$2.3M0.10%
286EATON VANCE FLTING RATE INCETN181,489$2.3M0.10%
287COHEN & STEERS REIT & PFD &19247X10099,402$2.3M0.10%
288NUVEEN CALIFORNIA MUNI VLU FNU259,502$2.3M0.10%
289EATON VANCE CALIF MUN BD FDETN251,926$2.2M0.10%
290BLACKROCK MUNIHLDGS NY QLTYBLK227,805$2.2M0.10%
291BLACKROCK TCP CAPITAL CORPTCPC290,474$2.2M0.10%
292EATON VANCE TAX-ADVANTAGED GETN82,200$2.2M0.10%
293GENERAL MLS INC37033410442,895$2.2M0.10%
294BARINGS BDC INCBBDC242,327$2.2M0.10%
295LENNAR CORPLEN-B19,964$2.2M0.10%
296CMS ENERGY CORPCMS-PC31,763$2.2M0.10%
297COGENT BIOSCIENCES INCCOGT305,615$2.2M0.10%
298KELLANOVABEKE27,446$2.2M0.10%
299ASML HOLDING N VASMLF2,714$2.2M0.10%
300MFS HIGH INCOME MUN TR59318D104606,331$2.2M0.10%
301ABRDN GLOBAL DYNAMIC DIVIDENAGD195,773$2.2M0.09%
302L3HARRIS TECHNOLOGIES INCLHX8,598$2.2M0.09%
303CONSOLIDATED EDISON INCED21,396$2.1M0.09%
304HEICO CORP NEWHEI-A6,504$2.1M0.09%
305THERMO FISHER SCIENTIFIC INCTMO5,215$2.1M0.09%
306LEMAITRE VASCULAR INCLMAT25,355$2.1M0.09%
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310COLGATE PALMOLIVE COCL22,894$2.1M0.09%
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313CARDINAL HEALTH INCCAH12,104$2.0M0.09%
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315FLAHERTY & CRUMRINE DYNAMICDFP98,723$2.0M0.09%
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318MICROCHIP TECHNOLOGY INC.MCHPP27,999$2.0M0.09%
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323KINDER MORGAN INC DELEP-PC65,732$1.9M0.08%
324CINCINNATI FINL CORP17206210112,742$1.9M0.08%
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333CONOCOPHILLIPSCOP20,113$1.8M0.08%
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336CME GROUP INCCME6,419$1.8M0.08%
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340CAPITAL SOUTHWEST CORPCSWC79,511$1.8M0.08%
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345SCHLUMBERGER LTDSLB50,752$1.7M0.08%
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349CANADIAN IMPERIAL BK COMMCNDIF23,837$1.7M0.07%
350BOEING COBA-PA7,986$1.7M0.07%
351NAPCO SEC TECHNOLOGIES INC63040210556,218$1.7M0.07%
352ISHARES TR46434V87832,794$1.7M0.07%
353BLACKROCK N Y MUN INCOME TRUBLK170,591$1.6M0.07%
354PUBLIC STORAGE OPER COPSA-PS5,580$1.6M0.07%
355FRANKLIN UNVL TR355145103213,372$1.6M0.07%
356VANGUARD WORLD FD92204A8849,469$1.6M0.07%
357PHILLIPS 66PSX13,506$1.6M0.07%
358INVESCO EXCH TRD SLF IDX FDIVZ72,463$1.6M0.07%
359CARLYLE SECURED LENDING INCCGBD116,342$1.6M0.07%
360PEPSICO INCPEP11,994$1.6M0.07%
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362DOLBY LABORATORIES INCDLB21,260$1.6M0.07%
363COTERRA ENERGY INCCTRA62,011$1.6M0.07%
364ARLO TECHNOLOGIES INCARLO92,740$1.6M0.07%
365UNITED THERAPEUTICS CORP DELUTHR5,439$1.6M0.07%
366BRIDGEBIO PHARMA INCBBIO36,169$1.6M0.07%
367TOLL BROTHERS INCTOL13,670$1.6M0.07%
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370PACKAGING CORP AMER6951561098,240$1.6M0.07%
371DUOLINGO INCDUOL3,780$1.5M0.07%
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374CLOUDFLARE INCNET7,771$1.5M0.07%
375SIXTH STREET SPECIALTY LENDITSLX63,911$1.5M0.07%
376MOELIS & COMC24,406$1.5M0.07%
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378APOLLO GLOBAL MGMT INC03769M10610,653$1.5M0.07%
379GRACO INCGGG17,577$1.5M0.07%
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382TRANSDIGM GROUP INCTDG988$1.5M0.07%
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384PETROLEO BRASILEIRO SA PETRO71654V101128,368$1.5M0.07%
385ETHAN ALLEN INTERIORS INCETD53,126$1.5M0.07%
386COMFORT SYS USA INC1999081042,758$1.5M0.06%
387CRESCENT CAP BDC INC225655109104,679$1.5M0.06%
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389TESLA INCTSLA4,626$1.5M0.06%
390MSC INDL DIRECT INC55353010617,249$1.5M0.06%
391NEW JERSEY RES CORPNJR32,586$1.5M0.06%
392XCEL ENERGY INCXELLL21,239$1.4M0.06%
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394WATSCO INCWSO-B3,272$1.4M0.06%
395AMPHENOL CORP NEW03209510114,622$1.4M0.06%
396GRAND CANYON ED INCLOPE7,627$1.4M0.06%
397INTELLIA THERAPEUTICS INCNTLA153,150$1.4M0.06%
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403DEERE & CODE2,785$1.4M0.06%
404CARETRUST REIT INCCTRE46,141$1.4M0.06%
405MANULIFE FINL CORP56501R10644,168$1.4M0.06%
406VEEVA SYS INCVEEV4,895$1.4M0.06%
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410SELECT SECTOR SPDR TR81369Y60526,469$1.4M0.06%
411COPART INCCPRT27,969$1.4M0.06%
412BYRNA TECHNOLOGIES INCBYRN44,223$1.4M0.06%
413JABIL INCJBL6,254$1.4M0.06%
414REYNOLDS CONSUMER PRODS INC76171L10663,478$1.4M0.06%
415ARCHER AVIATION INCACHR-WT125,169$1.4M0.06%
416PRICE T ROWE GROUP INCTROW14,052$1.4M0.06%
417PNC FINL SVCS GROUP INC6934751057,270$1.4M0.06%
418RAMBUS INC DELRMBS21,166$1.4M0.06%
419COCA-COLA EUROPACIFIC PARTNECCEP14,603$1.4M0.06%
420NOVO-NORDISK A SNONOF19,567$1.4M0.06%
421GODADDY INCGDDY7,400$1.3M0.06%
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423OGE ENERGY CORPOGE30,010$1.3M0.06%
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425CADRE HLDGS INCCDRE41,632$1.3M0.06%
426MARATHON PETE CORPMARA7,950$1.3M0.06%
427FLAHERTY & CRUMRINE TOTAL REFLC77,378$1.3M0.06%
428DIGI INTL INC25379810237,529$1.3M0.06%
429ALARM COM HLDGS INCALRM22,894$1.3M0.06%
430OAKTREE SPECIALTY LENDING COOCSL93,778$1.3M0.06%
431HOME DEPOT INCHD3,493$1.3M0.06%
432THE CAMPBELLS COMPANYCPB41,775$1.3M0.06%
433FAIR ISAAC CORPFICO695$1.3M0.06%
434FASTENAL COFAST30,241$1.3M0.06%
435REGENXBIO INCRGNX154,492$1.3M0.06%
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437FEDEX CORPFDX5,501$1.3M0.05%
438NEWMONT CORPNEMCL21,346$1.2M0.05%
439ALLETE INC01852230019,390$1.2M0.05%
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445UNITED MICROELECTRONICS CORPUMC160,373$1.2M0.05%
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451WEST PHARMACEUTICAL SVSC INC9553061055,506$1.2M0.05%
452DANAHER CORPORATION2358511026,082$1.2M0.05%
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455BOOKING HOLDINGS INCBKNG205$1.2M0.05%
456CRISPR THERAPEUTICS AGCRSP24,396$1.2M0.05%
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473INVESCO BD FDIVZ70,421$1.1M0.05%
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475VERINT SYS INC92343X10054,951$1.1M0.05%
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482OLEMA PHARMACEUTICALS INCOLMA248,542$1.1M0.05%
483PINTEREST INCPINS29,271$1.0M0.05%
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486MFS INVT GRADE MUN TR59318B108136,303$1.0M0.05%
487ARCTURUS THERAPEUTICS HLDGSARCT79,835$1.0M0.05%
488DOW INCDOW39,174$1.0M0.05%
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492ISHARES TR46435G25021,614$1.0M0.05%
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496HANCOCK JOHN TAX-ADVANTAGED41013V10042,806$1.0M0.04%
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498SPDR SERIES TRUST78464A87011,923$988,7740.04%
499AUTOLUS THERAPEUTICS PLCAUTL428,318$976,5650.04%
500PIMCO NEW YORK MUN FD II72200Y102144,188$968,9430.04%