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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 (Amended)

Modern Wealth Management, LLC

Quarter ended Q1 2025 · Filed May 29, 2025 · Accession 0002001900-25-000007

Total Value
$1.06B
Positions
763
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46429B7471,089,088$108.3M10.20%
2INVESCO QQQ TRIVZ215,286$95.6M9.00%
3SPDR S&P 500 ETF TRSPY143,019$74.8M7.04%
4ISHARES TR464287309837,743$70.7M6.66%
5ISHARES TR464287408339,095$63.3M5.96%
6SPDR DOW JONES INDL AVERAGE78467X109155,065$61.7M5.81%
7SPDR SER TR78464A805558,486$35.8M3.37%
8VANGUARD INDEX FDS92290836372,563$34.9M3.28%
9PACER FDS TR69374H881437,742$25.4M2.40%
10WISDOMTREE TRWT1,072,285$23.7M2.23%
11T ROWE PRICE ETF INC87283Q867646,419$19.5M1.84%
12AMERICAN CENTY ETF TR025072877193,276$18.1M1.71%
13ISHARES TR46428720028,551$15.0M1.41%
14SPDR SER TR78464A508298,968$15.0M1.41%
15AMPLIFY ETF TR032108409373,796$14.5M1.37%
16APPLE INCAAPL70,793$12.1M1.14%
17VANGUARD INDEX FDS92290876944,060$11.5M1.08%
18AMERICAN CENTY ETF TR025072349159,004$10.2M0.96%
19VANECK MERK GOLD TROUNZ445,831$9.6M0.90%
20ISHARES TR46428757299,226$8.9M0.84%
21FIRST TR EXCH TRADED FD III33739P103131,566$8.1M0.76%
22J P MORGAN EXCHANGE TRADED F46641Q761139,656$7.4M0.70%
23MICROSOFT CORPMSFT16,883$7.1M0.67%
24PACER FDS TR69374H667160,570$6.8M0.64%
25PROCTER AND GAMBLE CO74271810940,588$6.6M0.62%
26SCHWAB CHARLES FAMILY FDSCHW-PJ6,176,325$6.2M0.58%
27ISHARES TR46428852199,141$5.3M0.50%
28ISHARES GOLD TRIAU125,159$5.3M0.50%
29ELI LILLY & COLLY6,718$5.2M0.49%
30VANGUARD BD INDEX FDS92193783569,155$5.0M0.47%
31ISHARES TR46428745760,130$4.9M0.46%
32ISHARES TR46429B69753,556$4.5M0.42%
33INVESCO EXCHANGE TRADED FD TIVZ26,418$4.5M0.42%
34EXXON MOBIL CORPXOM37,984$4.4M0.42%
35ISHARES TR46428744045,091$4.3M0.40%
36AMAZON COM INCAMZN23,066$4.2M0.39%
37ALPHABET INCGOOG26,196$4.0M0.37%
38J P MORGAN EXCHANGE TRADED F46641Q65475,182$3.8M0.36%
39JPMORGAN CHASE & COVYLD18,411$3.7M0.35%
40SPDR SER TR78464A40947,771$3.5M0.33%
41ABBVIE INCABBV17,393$3.2M0.30%
42HOME DEPOT INCHD8,004$3.1M0.29%
43COSTCO WHSL CORP NEW22160K1054,128$3.0M0.28%
44PHILLIPS EDISON & CO INCPECO83,644$3.0M0.28%
45PROSHARES TR74347B68036,215$2.8M0.27%
46BROADRIDGE FINL SOLUTIONS IN11133T10313,468$2.8M0.26%
47NVIDIA CORPORATIONNVDA3,011$2.7M0.26%
48CHARLES RIV LABS INTL INC1598641079,907$2.7M0.25%
49ADOBE INCADBE5,311$2.7M0.25%
50SPDR SER TR78468R66328,888$2.7M0.25%
51MOTOROLA SOLUTIONS INCMSI7,227$2.6M0.24%
52BERKSHIRE HATHAWAY INC DELBRK-A6,023$2.5M0.24%
53ISHARES TR46428859624,112$2.5M0.24%
54CDW CORPCDW9,670$2.5M0.23%
55CME GROUP INCCME11,388$2.5M0.23%
56SPDR SER TR78468R85356,462$2.4M0.23%
57CHEVRON CORP NEWCVX14,795$2.3M0.22%
58SELECT SECTOR SPDR TR81369Y80311,161$2.3M0.22%
59THERMO FISHER SCIENTIFIC INCTMO3,987$2.3M0.22%
60CATERPILLAR INCCAT6,298$2.3M0.22%
61ISHARES TR46428773925,227$2.3M0.21%
62TORO COTORO23,820$2.2M0.21%
63UNITEDHEALTH GROUP INCUNH4,398$2.2M0.20%
64MARKEL GROUP INCMKL1,420$2.2M0.20%
65SPDR SER TR78468R10174,294$2.1M0.20%
66ISHARES TR46429B26794,137$2.1M0.20%
67META PLATFORMS INCMETA4,344$2.1M0.20%
68INVESCO EXCH TRADED FD TR IIIVZ48,757$2.1M0.20%
69ISHARES TR46435G32629,509$2.0M0.19%
70ISHARES TR46428766321,118$1.9M0.18%
71FIRST TR EXCH TRADED FD III33740J10494,840$1.9M0.18%
72TARGET CORPTGT10,596$1.9M0.18%
73ISHARES TR46428743219,305$1.8M0.17%
74FIRST TR EXCH TRADED FD III33739N10835,431$1.8M0.17%
75EATON CORP PLCETN5,575$1.7M0.16%
76DOLLAR GEN CORP NEW25667710510,706$1.7M0.16%
77ISHARES TR46428858818,058$1.7M0.16%
78ISHARES TR46434V61336,557$1.7M0.16%
79CAPITAL GROUP DIVIDEND VALUE14020W10650,985$1.7M0.16%
80ISHARES TR46428780414,469$1.6M0.15%
81ISHARES TR46428862031,484$1.6M0.15%
82WALMART INCWMT26,092$1.6M0.15%
83WISDOMTREE TRWT31,010$1.6M0.15%
84JANUS DETROIT STR TR47103U88631,762$1.5M0.15%
85EXTRA SPACE STORAGE INCEXR10,018$1.5M0.14%
86ZEBRA TECHNOLOGIES CORPORATIZBRA4,796$1.4M0.14%
87MICROSOFT CORPMSFT3,361$1.4M0.13%
88APPLE INCAAPL8,188$1.4M0.13%
89BROADCOM INCAVGO1,046$1.4M0.13%
90SELECT SECTOR SPDR TR81369Y50614,160$1.3M0.13%
91DEERE & CODE3,169$1.3M0.12%
92DTE ENERGY CODTK11,304$1.3M0.12%
93TESLA INCTSLA6,987$1.2M0.12%
94FIRST TR EXCH TRADED FD III33739P83060,304$1.2M0.11%
95MCDONALDS CORPMCD4,230$1.2M0.11%
96ISHARES TR4642876555,615$1.2M0.11%
97PAYCHEX INCPAYX9,523$1.2M0.11%
98DISNEY WALT CO2546871069,384$1.1M0.11%
99ISHARES TR46428751513,326$1.1M0.11%
100ISHARES TR46428818216,658$1.1M0.11%
101SPDR GOLD TRGLD5,469$1.1M0.11%
102ISHARES TR46428881019,185$1.1M0.11%
103BANK AMERICA CORP06050510428,952$1.1M0.10%
104ISHARES U S ETF TR46431W83821,347$1.1M0.10%
105ABBVIE INCABBV5,642$1.0M0.10%
106OREILLY AUTOMOTIVE INC67103H107910$1.0M0.10%
107JOHNSON & JOHNSONJNJ6,484$1.0M0.10%
108ISHARES INC46434G10319,144$987,8300.09%
109KNIGHT-SWIFT TRANSN HLDGS IN49904910417,665$971,9280.09%
110PEPSICO INCPEP5,516$965,3930.09%
111VANGUARD INDEX FDS9229086293,841$959,7640.09%
112ALPHABET INCGOOG6,096$928,1770.09%
113NEXTERA ENERGY INCNEE-PW14,208$908,0110.09%
114ABBOTT LABSABLZF7,935$901,8610.08%
115ELEVANCE HEALTH INCELV1,685$873,7400.08%
116ALPHABET INCGOOG5,725$871,6890.08%
117INTERNATIONAL BUSINESS MACHSINTR4,527$864,4760.08%
118PRINCIPAL FINANCIAL GROUP INPFG9,677$835,2420.08%
119COCA COLA COKO13,476$824,4350.08%
120AMERICAN EXPRESS COAXP3,553$808,9830.08%
121VISA INCV2,896$808,2160.08%
122INTERNATIONAL BUSINESS MACHSINTR4,181$798,4040.08%
123BP PLCBPPFF21,151$796,9630.08%
124TRANE TECHNOLOGIES PLCTT2,611$783,8220.07%
125VANGUARD INDEX FDS9229085125,006$780,3660.07%
126WILLIAMS SONOMA INCWSM2,431$771,9150.07%
127MICROSOFT CORPMSFT1,818$764,8760.07%
128COMMERCE BANCSHARES INCCBSH13,850$736,8200.07%
129CONOCOPHILLIPSCOP5,729$729,2070.07%
130AMAZON COM INCAMZN4,028$726,5710.07%
131GRAYSCALE BITCOIN TR BTCGBTC11,480$725,1920.07%
132BLACKSTONE INCBX5,493$721,6150.07%
133ISHARES TR46432F3394,384$720,5470.07%
134ISHARES TR4642872426,396$696,6250.07%
135VANGUARD INDEX FDS9229087444,248$691,8310.07%
136PIMCO ETF TR72201R8336,769$680,5840.06%
137JPMORGAN CHASE & COVYLD3,369$674,8110.06%
138CITIGROUP INCC-PR10,645$673,1900.06%
139M & T BK CORP55261F1044,529$658,6980.06%
140PALO ALTO NETWORKS INCPANW2,279$647,5320.06%
141TJX COS INC NEW8725401096,331$642,0900.06%
142ISHARES TR4642885138,260$642,0240.06%
143ARES CAPITAL CORPARCC29,235$608,6730.06%
144REALTY INCOME CORPO11,139$602,6040.06%
145INVESCO DB MULTI-SECTOR COMMIVZ23,820$589,7900.06%
146QUALCOMM INCQCOM3,473$587,9790.06%
147PHILIP MORRIS INTL INC7181721096,407$587,0090.06%
148ISHARES TR4642871765,434$583,6890.05%
149QUALCOMM INCQCOM3,447$583,5890.05%
150ALLIANT ENERGY CORPLNT11,533$581,2750.05%
151ISHARES TR46428887710,465$569,2960.05%
152VISA INCV2,039$569,0440.05%
153BLACKROCK N Y MUN INCOME TRUBLK53,482$566,9090.05%
154FIRST TR EXCHNG TRADED FD VI33740F80513,002$566,9050.05%
155TAIWAN SEMICONDUCTOR MFG LTD8740391004,164$566,5120.05%
156EVERSOURCE ENERGYES9,324$557,2980.05%
157SPDR SER TR78464A7559,130$550,3560.05%
158UNION PAC CORPUNP2,237$550,2550.05%
159GENERAL ELECTRIC CO3696043013,130$549,3420.05%
160APPLE INCAAPL3,195$547,8790.05%
161AT&T INCT-PC31,087$547,1370.05%
162BERKSHIRE HATHAWAY INC DELBRK-A1,264$531,5370.05%
163TEXAS INSTRS INC8825081043,045$530,4690.05%
164DISNEY WALT CO2546871064,308$527,1270.05%
165BLACKROCK MUNI INCOME TR IIBLK46,713$507,3030.05%
166CHEVRON CORP NEWCVX3,190$503,1910.05%
167MCDONALDS CORPMCD1,782$502,4350.05%
168VANGUARD INDEX FDS9229087691,894$492,1580.05%
169VERIZON COMMUNICATIONS INCVZ11,711$491,3760.05%
170THERMO FISHER SCIENTIFIC INCTMO844$490,5410.05%
171PLAINS GP HLDGS L PPAGP26,671$486,7460.05%
172VANGUARD WORLD FD9219108161,698$486,6890.05%
173NVIDIA CORPORATIONNVDA532$480,6940.05%
174CISCO SYS INCCSCO9,621$480,1840.05%
175CHUBB LIMITEDCB1,831$474,4670.04%
176ISHARES TR4642872264,813$471,3850.04%
177ARES CAPITAL CORPARCC22,471$467,8440.04%
178CLEAN HARBORS INCCLH2,308$464,6230.04%
179DUKE ENERGY CORP NEWDUKB4,725$456,9550.04%
180OCCIDENTAL PETE CORP6745991056,941$451,0960.04%
181MEDTRONIC PLCMDT5,176$451,0880.04%
182ORACLE CORPORCL-PD3,589$450,8170.04%
183FIDELITY NATL INFORMATION SV31620M1066,020$446,5800.04%
184BROADSTONE NET LEASE INCBNL28,414$445,2470.04%
185ONEOK INC NEWOKE5,552$445,1040.04%
186QUEST DIAGNOSTICS INCDGX3,310$440,5940.04%
187US BANCORP DELUSB-PS9,829$439,3430.04%
188FIRST TR EXCHNG TRADED FD VI33740U10920,862$432,0370.04%
189LKQ CORPLKQ7,927$423,3820.04%
190ISHARES TR4642888854,066$422,0100.04%
191OTTER TAIL CORPOTTR4,832$417,4850.04%
192HONEYWELL INTL INC4385161062,021$414,9060.04%
193VANGUARD WORLD FD92204A702791$414,5360.04%
194TYSON FOODS INCTSN7,005$411,3850.04%
195GRAPHIC PACKAGING HLDG COGPK14,095$411,2920.04%
196CENTENE CORP DELCNC5,196$407,7820.04%
197SPDR SER TR78468R60617,373$407,5710.04%
198APPLIED MATLS INC0382221051,960$404,2110.04%
199RTX CORPORATIONRTX4,140$403,7740.04%
200UNILEVER PLCUNLYF8,032$403,1260.04%
201VANGUARD TAX-MANAGED FDS9219438588,015$402,1280.04%
202TARGET CORPTGT2,182$386,6720.04%
203VANGUARD INDEX FDS9229085534,466$386,1960.04%
204VANGUARD SCOTTSDALE FDS92206C1026,633$384,8780.04%
205CATERPILLAR INCCAT1,050$384,7520.04%
206FIRST TR LRGE CP CORE ALPHA33734K1093,832$380,2400.04%
207ISHARES TR4642884143,523$379,0830.04%
208HONEYWELL INTL INC4385161061,830$375,6080.04%
209PROGRESSIVE CORP7433151031,809$374,1370.04%
210XCEL ENERGY INCXELLL6,924$372,1390.04%
211BROADCOM INCAVGO280$371,5500.03%
212ISHARES TR46432F8425,006$371,5450.03%
213EDISON INTL2810201075,227$369,7060.03%
214MARATHON PETE CORPMARA1,818$366,3690.03%
215VANGUARD INDEX FDS9229087361,061$365,1710.03%
216ISHARES TR4642875075,972$362,7140.03%
217KINDER MORGAN INC DELEP-PC19,762$362,4350.03%
218SSGA ACTIVE ETF TR78467V6088,567$360,7640.03%
219ISHARES TR4642877212,666$360,0770.03%
220T-MOBILE US INCTMUSZ2,198$358,7750.03%
221CSX CORPCSX9,638$357,2670.03%
222AUTOZONE INCAZO113$356,1360.03%
223SMUCKER J M CO8326964052,827$355,8340.03%
224ISHARES TR4642876141,053$354,9140.03%
225ONE GAS INCOGS5,455$352,0110.03%
226ENERGY TRANSFER L PET-PI22,067$347,1190.03%
227WP CAREY INC92936U1096,118$345,3000.03%
228MICROSOFT CORPMSFT799$336,1550.03%
229JPMORGAN CHASE & COVYLD1,675$335,5030.03%
230METLIFE INCMET-PF4,512$334,4130.03%
231TIMKEN COTKR3,797$331,9720.03%
232ISHARES TR4642878793,216$330,4370.03%
233TAIWAN SEMICONDUCTOR MFG LTD8740391002,424$329,7850.03%
234ISHARES TR4642876221,121$322,8820.03%
235RB GLOBAL INCRBA4,239$322,8610.03%
236AMERIPRISE FINL INC03076C106736$322,6920.03%
237NUCOR CORPNUE1,600$316,6400.03%
238MERCK & CO INCMRK2,397$316,3490.03%
239BANK NEW YORK MELLON CORP0640581005,462$314,7200.03%
240BLACKROCK ETF TRUSTBLK7,051$313,0540.03%
241STARBUCKS CORPSBUX3,411$311,7600.03%
242MICROSOFT CORPMSFT737$310,0800.03%
243ALTRIA GROUP INCMO7,073$308,5190.03%
244FEDEX CORPFDX1,056$305,9740.03%
245FORD MTR CO DEL34537086023,019$305,6980.03%
246BOOKING HOLDINGS INCBKNG84$304,7420.03%
247MASCO CORPMAS3,863$304,7130.03%
248UNITEDHEALTH GROUP INCUNH612$302,7560.03%
249PHILIP MORRIS INTL INC7181721093,270$299,6000.03%
250DT MIDSTREAM INCDTM4,878$298,0620.03%
251VANGUARD WORLD FD92204A4052,898$296,7520.03%
252SCHWAB CHARLES CORPSCHW-PJ4,078$295,0060.03%
253VANGUARD WORLD FD92204A6031,193$291,2790.03%
254VANGUARD WORLD FD92204A108908$288,4400.03%
2553M COMMM2,705$286,9350.03%
256ISHARES TR4642882572,593$285,5360.03%
257MGM RESORTS INTERNATIONALMGM6,025$284,4420.03%
258IQVIA HLDGS INCIQV1,117$282,4780.03%
259INTUITIVE SURGICAL INCISRG704$280,9590.03%
260VANGUARD WORLD FD92204A5041,036$280,1630.03%
261AMAZON COM INCAMZN1,546$278,8670.03%
262SELECT SECTOR SPDR TR81369Y8607,000$276,7190.03%
263VANGUARD WORLD FD92204A8011,347$275,4370.03%
264GRAINGER W W INC384802104269$273,6540.03%
265ISHARES TR46435U43210,281$272,0350.03%
266ISHARES TR4642898593,693$271,2880.03%
267ISHARES TR46435U69710,401$269,9060.03%
268CRH PLCCRH3,117$268,8720.03%
269MASTERCARD INCORPORATEDMA557$268,2340.03%
270ISHARES TR46434V7384,617$267,0800.03%
271DUKE ENERGY CORP NEWDUKB2,761$267,0040.03%
272ISHARES TR46432F8343,920$266,0110.03%
273ISHARES TR46434V6964,179$264,5800.02%
274SPDR SER TR78464A3593,581$261,5560.02%
275INVESCO QQQ TRIVZ587$260,7830.02%
276ISHARES TR46435U25910,275$260,4710.02%
277VANGUARD INTL EQUITY INDEX F9220428586,234$260,3940.02%
278ISHARES TR4642873093,045$257,1200.02%
279PPG INDS INC6935061071,760$255,0240.02%
280SPDR SER TR78468R7886,250$254,4420.02%
281COMCAST CORP NEWCCZ5,864$254,2040.02%
282ISHARES TR46432F8423,421$253,9070.02%
283VANGUARD WORLD FD9219108731,347$251,7020.02%
284NETFLIX INCNFLX406$246,5760.02%
285SPDR S&P 500 ETF TRSPY465$243,2280.02%
286VANGUARD WORLD FD92204A2071,182$241,2410.02%
287ALPHABET INCGOOG1,593$240,4310.02%
288GLOBAL NET LEASE INCGNL-PE30,926$240,2960.02%
289JOHNSON & JOHNSONJNJ1,514$239,5000.02%
290VANGUARD WORLD FD92204A8761,664$237,3070.02%
291EVERGY INCEVRG4,438$236,9000.02%
292PFIZER INCPFE8,479$235,2920.02%
293ISHARES TR4642874081,259$235,1940.02%
294SPDR DOW JONES INDL AVERAGE78467X109585$232,6900.02%
295EXXON MOBIL CORPXOM1,976$229,7260.02%
296VANGUARD SCOTTSDALE FDS92206C4092,955$228,4510.02%
297VANGUARD MUN BD FDS9229077464,489$227,1430.02%
298ISHARES TR4642874652,835$226,3870.02%
299AMERICAN HOMES 4 RENTAMH-PG6,110$224,7260.02%
300LOCKHEED MARTIN CORPLMT494$224,7060.02%
301INTEL CORPINTC5,079$224,3450.02%
302WASTE MGMT INC DEL94106L1091,030$219,4820.02%
303BLACKSTONE INCBX1,664$218,6000.02%
304WEC ENERGY GROUP INCWEC2,657$218,1930.02%
305ETF SER SOLUTIONS26922A1729,239$218,1430.02%
306HENNESSY FDS TR42588P6927,118$215,4530.02%
307NVIDIA CORPORATIONNVDA237$214,1440.02%
308VANGUARD CHARLOTTE FDS92203J4074,286$210,8280.02%
309VANGUARD WORLD FD92204A8841,599$209,7980.02%
310ACCENTURE PLC IRELANDACN602$208,6590.02%
311CISCO SYS INCCSCO4,097$204,5020.02%
312ISHARES TR4642877882,118$202,5870.02%
313AMERICAN ELEC PWR CO INC0255371012,321$199,8380.02%
314MEDTRONIC PLCMDT2,291$199,6200.02%
315QUEST DIAGNOSTICS INCDGX1,496$199,1330.02%
316ISHARES TR4642884141,834$197,3380.02%
317SALESFORCE INCCRM651$196,0680.02%
318HOME DEPOT INCHD508$194,8860.02%
319HERCULES CAPITAL INCHCXY10,545$194,5550.02%
320PFIZER INCPFE7,010$194,5190.02%
321NVIDIA CORPORATIONNVDA215$194,2650.02%
322BOEING COBA-PA969$187,0070.02%
323HEALTHCARE RLTY TR42226K10512,926$182,8990.02%
324PROCTER AND GAMBLE CO7427181091,090$176,8530.02%
325JOHNSON & JOHNSONJNJ1,101$174,1910.02%
326RTX CORPORATIONRTX1,728$168,4940.02%
327TJX COS INC NEW8725401091,637$166,0250.02%
328WELLS FARGO CO NEW9497461012,793$161,8980.02%
329APPLE INCAAPL944$161,8820.02%
330ACCENTURE PLC IRELANDACN460$159,4410.02%
331APPLE INCAAPL924$158,4480.01%
332PROSPECT CAP CORPPSEC-PA28,684$158,3370.01%
333NVIDIA CORPORATIONNVDA174$157,2200.01%
334ONEOK INC NEWOKE1,941$155,6350.01%
335SOUTHERN COSOMN2,167$155,4860.01%
336FIDELITY NATL INFORMATION SV31620M1062,063$153,0330.01%
337CHEVRON CORP NEWCVX930$146,7270.01%
338VANGUARD INTL EQUITY INDEX F9220428583,451$144,1500.01%
339BANK AMERICA CORP0605051043,782$143,4130.01%
340DNP SELECT INCOME FD INC23325P10415,358$139,2940.01%
341LOWES COS INC548661107546$139,0590.01%
342MERCK & CO INCMRK1,051$138,6790.01%
343BERKSHIRE HATHAWAY INC DELBRK-A327$137,5100.01%
344VISA INCV483$134,7960.01%
345ALPHABET INCGOOG867$132,0090.01%
346ALPHABET INCGOOG860$129,8000.01%
347COHEN & STEERS TOTAL RETURN19247R10310,893$129,5180.01%
348AMAZON COM INCAMZN712$128,4310.01%
349NOVO-NORDISK A SNONOF984$126,3460.01%
350META PLATFORMS INCMETA253$122,8520.01%
351UNILEVER PLCUNLYF2,379$119,4020.01%
352TESLA INCTSLA660$116,0210.01%
353ALPHABET INCGOOG742$112,9770.01%
354TRANE TECHNOLOGIES PLCTT372$111,6740.01%
355APPLIED MATLS INC038222105541$111,5700.01%
356CITIGROUP INCC-PR1,734$109,6680.01%
357META PLATFORMS INCMETA224$108,7700.01%
358BLACKROCK INCBLK128$106,7140.01%
359MCDONALDS CORPMCD369$104,0400.01%
360BERKSHIRE HATHAWAY INC DELBRK-A242$101,7660.01%
361COCA COLA COKO1,632$99,8460.01%
362AMAZON COM INCAMZN552$99,5700.01%
363KINDER MORGAN INC DELEP-PC5,190$95,1840.01%
364QUALCOMM INCQCOM540$91,4220.01%
365VISA INCV325$90,7010.01%
366ABBOTT LABSABLZF782$88,8820.01%
367WP CAREY INC92936U1091,575$88,8790.01%
368VERIZON COMMUNICATIONS INCVZ2,116$88,7870.01%
369MASTERCARD INCORPORATEDMA184$88,6090.01%
370VANGUARD CHARLOTTE FDS92203J4071,716$84,4100.01%
371CITIGROUP INCC-PR1,306$82,5910.01%
372LOWES COS INC548661107322$82,0230.01%
373AT&T INCT-PC4,478$78,8130.01%
374BLACKROCK INCBLK93$77,5340.01%
375MASTERCARD INCORPORATEDMA160$77,0510.01%
376BROADCOM INCAVGO57$75,4070.01%
377STARBUCKS CORPSBUX825$75,3970.01%
378NOVO-NORDISK A SNONOF585$75,1140.01%
379ELI LILLY & COLLY96$74,6840.01%
380WALMART INCWMT1,235$74,3240.01%
381PALO ALTO NETWORKS INCPANW258$73,3060.01%
382ISHARES TR4642885211,341$72,1460.01%
383PHX MINERALS INC69291A10021,000$71,6100.01%
384EXXON MOBIL CORPXOM613$71,2820.01%
385VANGUARD INDEX FDS922908769270$70,0560.01%
386UNITEDHEALTH GROUP INCUNH141$69,7530.01%
387HOME DEPOT INCHD180$69,0660.01%
388CONOCOPHILLIPSCOP539$68,6110.01%
389DEERE & CODE167$68,5940.01%
390TAIWAN SEMICONDUCTOR MFG LTD874039100495$67,3450.01%
391CISCO SYS INCCSCO1,314$65,5820.01%
392ELI LILLY & COLLY84$65,3490.01%
393BOOKING HOLDINGS INCBKNG18$65,3020.01%
394ORACLE CORPORCL-PD516$64,8180.01%
395FS CREDIT OPPORTUNITIES CORPFSCO10,859$64,3940.01%
396ISHARES TR464288588690$63,7730.01%
397MERCK & CO INCMRK472$62,2910.01%
398UNITEDHEALTH GROUP INCUNH125$61,8380.01%
399BOOKING HOLDINGS INCBKNG17$61,6740.01%
400BROADCOM INCAVGO46$60,9690.01%
401VANGUARD SCOTTSDALE FDS92206C409768$59,3740.01%
402VANGUARD SCOTTSDALE FDS92206C1021,003$58,2480.01%
403NOVO-NORDISK A SNONOF452$58,0370.01%
404PHILIP MORRIS INTL INC718172109629$57,6290.01%
405WALMART INCWMT951$57,2220.01%
406NETFLIX INCNFLX94$57,0890.01%
407ALPHABET INCGOOG356$53,7310.01%
408STARBUCKS CORPSBUX585$53,4630.01%
409SIRIUS XM HOLDINGS INCSIRI13,671$53,0420.00%
410WELLS FARGO CO NEW949746101910$52,7470.00%
411PFIZER INCPFE1,875$52,0310.00%
412LOWES COS INC548661107204$51,9650.00%
413LOCKHEED MARTIN CORPLMT114$51,8550.00%
414TARGET CORPTGT288$51,0360.00%
415VANGUARD INDEX FDS922908363106$50,9360.00%
416TEXAS INSTRS INC882508104292$50,8690.00%
417IQVIA HLDGS INCIQV201$50,8310.00%
418TEXAS INSTRS INC882508104291$50,7290.00%
419SOUTHERN COSOMN707$50,7200.00%
420META PLATFORMS INCMETA101$49,0440.00%
421ELI LILLY & COLLY63$49,0110.00%
422BERKSHIRE HATHAWAY INC DELBRK-A116$48,7800.00%
423COSTCO WHSL CORP NEW22160K10566$48,3540.00%
424BP PLCBPPFF1,237$46,6100.00%
425ABBVIE INCABBV254$46,2600.00%
426VANGUARD SCOTTSDALE FDS92206C409590$45,6260.00%
427ISHARES TR464287309537$45,3440.00%
428SALESFORCE INCCRM148$44,5750.00%
429SPDR S&P 500 ETF TRSPY85$44,4610.00%
430WILLIAMS SONOMA INCWSM140$44,4540.00%
431ADOBE INCADBE88$44,4050.00%
432INVESCO QQQ TRIVZ100$44,4010.00%
433ISHARES TR464287408237$44,2740.00%
434SPDR DOW JONES INDL AVERAGE78467X109110$43,7540.00%
435US BANCORP DELUSB-PS976$43,6270.00%
436COSTCO WHSL CORP NEW22160K10559$43,2830.00%
437MEDTRONIC PLCMDT493$42,9650.00%
438WELLS FARGO CO NEW949746101719$41,6730.00%
439MONDEE HOLDINGS INC46571210717,714$40,9190.00%
440VANGUARD SCOTTSDALE FDS92206C102694$40,3010.00%
441DUKE ENERGY CORP NEWDUKB412$39,8520.00%
442OREILLY AUTOMOTIVE INC67103H10735$39,5110.00%
443DISNEY WALT CO254687106322$39,4000.00%
444GENERAL ELECTRIC CO369604301219$38,4410.00%
445PLAINS GP HLDGS L PPAGP2,094$38,2160.00%
446EATON CORP PLCETN122$38,1470.00%
447QUALCOMM INCQCOM225$38,0930.00%
448JPMORGAN CHASE & COVYLD190$38,0740.00%
449VANGUARD MUN BD FDS922907746740$37,4440.00%
450SPDR SER TR78468R6061,571$36,8560.00%
451ALTRIA GROUP INCMO834$36,3790.00%
452AMERICAN EXPRESS COAXP159$36,2060.00%
453INTERNATIONAL BUSINESS MACHSINTR187$35,7100.00%
454UNION PAC CORPUNP143$35,1680.00%
455INTEL CORPINTC795$35,1150.00%
456JPMORGAN CHASE & COVYLD175$35,0530.00%
457ABBVIE INCABBV191$34,7810.00%
458CATERPILLAR INCCAT94$34,4440.00%
459SPDR SER TR78464A805534$34,2340.00%
460VANGUARD INDEX FDS922908553392$33,9000.00%
461ISHARES INC46434G103656$33,8500.00%
462ORACLE CORPORCL-PD268$33,6630.00%
463MEDTRONIC PLCMDT382$33,2910.00%
464ISHARES TR46429B747333$33,1040.00%
465PEPSICO INCPEP189$33,0250.00%
466COMCAST CORP NEWCCZ749$32,4690.00%
467JOHNSON & JOHNSONJNJ198$31,3300.00%
468EXXON MOBIL CORPXOM268$31,1520.00%
469PEPSICO INCPEP177$30,9770.00%
470ALPHABET INCGOOG200$30,1860.00%
471HONEYWELL INTL INC438516106147$30,1720.00%
472ACCENTURE PLC IRELANDACN87$30,1550.00%
473COSTCO WHSL CORP NEW22160K10541$30,0380.00%
474TESLA INCTSLA170$29,8840.00%
475NETFLIX INCNFLX49$29,7590.00%
476FORD MTR CO DEL3453708602,234$29,6680.00%
477ORACLE CORPORCL-PD236$29,6440.00%
478MERCK & CO INCMRK224$29,5570.00%
479HOME DEPOT INCHD77$29,5370.00%
480SMUCKER J M CO832696405235$29,5240.00%
481MARATHON PETE CORPMARA146$29,4190.00%
482M & T BK CORP55261F104201$29,2330.00%
483ELEVANCE HEALTH INCELV56$29,0380.00%
484BLACKROCK INCBLK34$28,3460.00%
485T-MOBILE US INCTMUSZ172$28,0740.00%
486AMERICAN EXPRESS COAXP123$28,0060.00%
487PEPSICO INCPEP157$27,4770.00%
488APPLIED MATLS INC038222105133$27,4290.00%
489ISHARES TR464287176253$27,1750.00%
490GENERAL ELECTRIC CO369604301154$27,0320.00%
491MOTOROLA SOLUTIONS INCMSI75$26,6240.00%
492OCCIDENTAL PETE CORP674599105406$26,3860.00%
493URANIUM RTY CORP91702V10111,000$26,2900.00%
494ADOBE INCADBE52$26,2390.00%
495MERCK & CO INCMRK198$26,1260.00%
496APPLIED MATLS INC038222105123$25,3660.00%
497DEERE & CODE61$25,0550.00%
498TJX COS INC NEW872540109246$24,9490.00%
499PAYCHEX INCPAYX203$24,9280.00%
500PROCTER AND GAMBLE CO742718109152$24,6620.00%