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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 0002001900-25-000009

Total Value
$1.30B
Positions
958
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ229,285$109.9M8.48%
2ISHARES TR46429B7471,038,015$103.3M7.98%
3ISHARES TR464287309899,626$83.3M6.43%
4SPDR S&P 500 ETF TRSPY151,495$82.4M6.37%
5ISHARES TR464287606765,812$67.5M5.21%
6SPDR SER TR78464A805885,558$58.8M4.54%
7VANGUARD INDEX FDS92290836372,167$36.1M2.79%
8ISHARES TR46432F339162,473$27.7M2.14%
9PACER FDS TR69374H881442,491$24.1M1.86%
10VANGUARD SCOTTSDALE FDS92206C73091,429$22.5M1.74%
11T ROWE PRICE ETF INC87283Q867680,659$21.4M1.65%
12WISDOMTREE TRWT934,950$20.8M1.61%
13SCHWAB STRATEGIC TR808524797264,840$20.6M1.59%
14APPLE INCAAPL86,231$18.2M1.40%
15ISHARES TR46428720032,221$17.6M1.36%
16AMERICAN CENTY ETF TR025072877194,224$17.4M1.35%
17SPDR SER TR78464A409209,472$16.8M1.30%
18SPDR SER TR78464A508331,472$16.2M1.25%
19SPDR SER TR78468R663166,534$15.3M1.18%
20AMPLIFY ETF TR032108409378,561$14.7M1.13%
21VANGUARD INDEX FDS92290876948,026$12.8M0.99%
22JANUS DETROIT STR TR47103U845238,637$12.1M0.94%
23SPDR SER TR78468R853254,840$10.6M0.82%
24VANECK ETF TRUST92189F486409,906$10.5M0.81%
25AMERICAN CENTY ETF TR025072349161,648$10.2M0.78%
26ETF OPPORTUNITIES TRUST26923N678348,068$10.0M0.77%
27VANECK MERK GOLD TROUNZ427,021$9.6M0.74%
28ISHARES TR46428757298,666$9.5M0.74%
29MICROSOFT CORPMSFT20,499$9.2M0.71%
30J P MORGAN EXCHANGE TRADED F46641Q761164,190$8.7M0.67%
31ISHARES TR46428772157,423$8.6M0.67%
32FIRST TR EXCH TRADED FD III33739P103135,628$8.5M0.66%
33FS KKR CAP CORPFSK397,437$7.8M0.61%
34PACER FDS TR69374H667160,813$6.8M0.53%
35PROCTER AND GAMBLE CO74271810940,986$6.8M0.52%
36ISHARES TR46428745782,566$6.7M0.52%
37ELI LILLY & COLLY6,585$6.0M0.46%
38EXXON MOBIL CORPXOM48,102$5.5M0.43%
39ISHARES GOLD TRIAU125,962$5.5M0.43%
40ALPHABET INCGOOG28,751$5.2M0.40%
41ISHARES TR46428852197,270$5.2M0.40%
42VANGUARD BD INDEX FDS92193783571,288$5.1M0.40%
43AMAZON COM INCAMZN25,947$5.0M0.39%
44ISHARES TR46429B69757,952$4.9M0.38%
45NVIDIA CORPORATIONNVDA39,266$4.9M0.37%
46INVESCO EXCHANGE TRADED FD TIVZ26,226$4.3M0.33%
47ISHARES TR46429B267183,853$4.1M0.32%
48JPMORGAN CHASE & CO.VYLD20,280$4.1M0.32%
49ISHARES TR46428744042,594$4.0M0.31%
50ISHARES TR46435G32657,885$3.8M0.29%
51ABBVIE INCABBV21,805$3.7M0.29%
52J P MORGAN EXCHANGE TRADED F46641Q65473,090$3.7M0.29%
53COSTCO WHSL CORP NEW22160K1054,176$3.5M0.27%
54HOME DEPOT INCHD10,166$3.5M0.27%
55ISHARES TR46428780430,635$3.3M0.25%
56ISHARES TR46428715026,412$3.1M0.24%
57ISHARES TR46428858834,138$3.1M0.24%
58ISHARES TR46428862060,467$3.0M0.23%
59SELECT SECTOR SPDR TR81369Y80312,538$2.8M0.22%
60PROSHARES TR74347B68038,186$2.8M0.22%
61MOTOROLA SOLUTIONS INCMSI7,230$2.8M0.22%
62ADOBE INCADBE4,924$2.7M0.21%
63PHILLIPS EDISON & CO INCPECO83,423$2.7M0.21%
64BERKSHIRE HATHAWAY INC DELBRK-A6,562$2.7M0.21%
65BROADRIDGE FINL SOLUTIONS IN11133T10313,412$2.6M0.20%
66ISHARES TR46428743228,453$2.6M0.20%
67ISHARES TR46434V61356,244$2.5M0.20%
68CAPITAL GROUP DIVIDEND VALUE14020W10675,628$2.5M0.19%
69JOHNSON & JOHNSONJNJ16,633$2.4M0.19%
70CHEVRON CORP NEWCVX15,203$2.4M0.18%
71UNITEDHEALTH GROUP INCUNH4,654$2.4M0.18%
72INVESCO EXCH TRADED FD TR IIIVZ56,816$2.3M0.18%
73THERMO FISHER SCIENTIFIC INCTMO4,110$2.3M0.18%
74ISHARES TR46428773925,840$2.3M0.18%
75MARKEL GROUP INCMKL1,420$2.2M0.17%
76TORO COTORO23,810$2.2M0.17%
77CME GROUP INCCME11,324$2.2M0.17%
78META PLATFORMS INCMETA4,361$2.2M0.17%
79CDW CORPCDW9,762$2.2M0.17%
80CATERPILLAR INCCAT6,442$2.1M0.17%
81WALMART INCWMT31,366$2.1M0.16%
82CHARLES RIV LABS INTL INC1598641079,898$2.0M0.16%
83SPDR SER TR78468R10168,528$2.0M0.15%
84ISHARES TR46428766322,363$2.0M0.15%
85ZOETIS INCZTS10,843$1.9M0.15%
86ISHARES INC46434G10333,209$1.8M0.14%
87APPLE INCAAPL8,291$1.7M0.13%
88WISDOMTREE TRWT34,560$1.7M0.13%
89SPDR SER TR78464A64969,092$1.7M0.13%
90VANGUARD WORLD FD92204A5046,504$1.7M0.13%
91FIRST TR EXCHANGE-TRADED FD33740J10485,336$1.7M0.13%
92FIRST TR EXCHANGE-TRADED FD33739N10833,117$1.7M0.13%
93JANUS DETROIT STR TR47103U88634,749$1.7M0.13%
94VANGUARD INDEX FDS9229086296,950$1.7M0.13%
95EXTRA SPACE STORAGE INCEXR10,819$1.7M0.13%
96ISHARES U S ETF TR46431W83832,116$1.6M0.12%
97TARGET CORPTGT10,810$1.6M0.12%
98EATON CORP PLCETN5,085$1.6M0.12%
99ISHARES TR4642874088,248$1.5M0.12%
100MCDONALDS CORPMCD5,870$1.5M0.12%
101ZEBRA TECHNOLOGIES CORPORATIZBRA4,810$1.5M0.11%
102BROADCOM INCAVGO915$1.5M0.11%
103MICROSOFT CORPMSFT3,288$1.5M0.11%
104NIKE INCNKE19,360$1.5M0.11%
105DTE ENERGY CODTK13,079$1.5M0.11%
106DOLLAR GEN CORP NEW25667710510,897$1.4M0.11%
107VIRTUS DIVIDEND INTEREST & PNFJ114,590$1.4M0.11%
108TESLA INCTSLA6,937$1.4M0.11%
109BROADCOM INCAVGO854$1.4M0.11%
110ALPHABET INCGOOG7,251$1.3M0.10%
111ISHARES TR46428888512,888$1.3M0.10%
112SELECT SECTOR SPDR TR81369Y50614,436$1.3M0.10%
113BANK AMERICA CORP06050510432,906$1.3M0.10%
114PAYCHEX INCPAYX10,858$1.3M0.10%
115DEERE & CODE3,402$1.3M0.10%
116VERIZON COMMUNICATIONS INCVZ30,788$1.3M0.10%
117ISHARES TR46428818217,611$1.3M0.10%
118COCA COLA COKO19,857$1.3M0.10%
119SPDR GOLD TRGLD5,790$1.2M0.10%
120BROADSTONE NET LEASE INCBNL75,010$1.2M0.09%
121INVESCO DB MULTI-SECTOR COMMIVZ57,725$1.2M0.09%
122MICROSOFT CORPMSFT2,519$1.1M0.09%
123ISHARES TR46428887721,067$1.1M0.09%
124FIRST TR EXCH TRADED FD III33739P83053,444$1.1M0.08%
125BLACKROCK ETF TRUSTBLK22,328$1.0M0.08%
126ELEVANCE HEALTH INCELV1,914$1.0M0.08%
127NEXTERA ENERGY INCNEE-PW14,604$1.0M0.08%
128ABBVIE INCABBV5,814$997,2740.08%
129ALPHABET INCGOOG5,397$989,9290.08%
130OREILLY AUTOMOTIVE INC67103H107917$968,4070.07%
131ISHARES TR46435G4257,996$954,0980.07%
132VISA INCV3,584$940,7580.07%
133APPLE INCAAPL4,446$936,5080.07%
134NVIDIA CORPORATIONNVDA7,522$929,2740.07%
135SCHWAB CHARLES FAMILY FDSCHW-PJ926,325$926,3250.07%
136QUALCOMM INCQCOM4,613$918,8830.07%
137PEPSICO INCPEP5,516$909,7150.07%
138ABBOTT LABSABLZF8,701$904,0810.07%
139AT&T INCT-PC46,230$883,4630.07%
140ISHARES TR4642875159,947$864,3940.07%
141PRINCIPAL FINANCIAL GROUP INPFG10,988$861,9960.07%
142GE AEROSPACE3696043015,370$853,7310.07%
143CHEVRON CORP NEWCVX5,390$843,1050.07%
144ARMSTRONG WORLD INDS INC NEW04247X1027,300$826,6520.06%
145ISHARES TR4642876142,253$821,2220.06%
146BP PLCBPPFF22,487$811,7820.06%
147CONOCOPHILLIPSCOP6,930$792,6390.06%
148KNIGHT-SWIFT TRANSN HLDGS IN49904910415,860$791,7310.06%
149BLACKSTONE INCBX6,304$780,3950.06%
150SPDR SER TR78468R60633,576$779,9720.06%
151AMERICAN EXPRESS COAXP3,365$779,1980.06%
152DISNEY WALT CO2546871067,831$777,5460.06%
153COMMERCE BANCSHARES INCCBSH13,857$772,9570.06%
154ISHARES TR46428881013,754$770,7740.06%
155PALO ALTO NETWORKS INCPANW2,217$751,5850.06%
156ISHARES TR4642876553,683$747,3070.06%
157INTERNATIONAL BUSINESS MACHSINTR4,276$739,5440.06%
158AMAZON COM INCAMZN3,822$738,6020.06%
159VANGUARD INDEX FDS9229085124,895$736,3540.06%
160CISCO SYS INCCSCO15,400$731,6760.06%
161UNION PAC CORPUNP3,176$718,6760.06%
162PHILIP MORRIS INTL INC7181721097,008$710,1060.05%
163INTERNATIONAL BUSINESS MACHSINTR4,100$709,1640.05%
164ADVENT CONV & INCOME FD00764C10958,750$700,2960.05%
165QUALCOMM INCQCOM3,508$698,7220.05%
166TAIWAN SEMICONDUCTOR MFG LTD8740391004,005$696,0990.05%
167ISHARES TR4642871766,470$690,8300.05%
168BLACKSTONE INCBX5,555$687,6930.05%
169CITIGROUP INCC-PR10,808$685,9030.05%
170M & T BK CORP55261F1044,531$685,8240.05%
171REALTY INCOME CORPO12,956$684,3420.05%
172NUVEEN QUALITY MUNCP INCOMENU57,559$675,7450.05%
173BLACKROCK DEBT STRATEGIES FDBLK62,195$674,1970.05%
174ARES CAPITAL CORPARCC32,254$672,1630.05%
175PACER FDS TR69374H43618,313$671,9040.05%
176NVIDIA CORPORATIONNVDA5,410$668,4050.05%
177PIMCO ETF TR72201R8336,534$657,6450.05%
178GRAYSCALE BITCOIN TR BTCGBTC12,221$650,6460.05%
179PGIM ETF TR69344A80015,707$647,7660.05%
180SYSCO CORPSYY9,063$647,0400.05%
181JPMORGAN CHASE & CO.VYLD3,180$643,2730.05%
182ISHARES TR4642885138,259$637,1250.05%
183VANGUARD INDEX FDS9229087443,970$636,7490.05%
184ISHARES TR4642874658,073$632,3280.05%
185INTEL CORPINTC20,394$631,6140.05%
186BLACKROCK MUNI INCOME TR IIBLK56,982$615,9790.05%
187ALLIANT ENERGY CORPLNT11,543$587,5380.05%
188EA SERIES TRUST02072L40910,061$586,1540.05%
189TEXAS INSTRS INC8825081042,989$581,4850.04%
190MERCK & CO INCMRK4,655$576,3430.04%
191VANGUARD INDEX FDS9229087361,536$574,4820.04%
192CAPITAL ONE FINL CORP14040H1054,132$572,0840.04%
193WILLIAMS SONOMA INCWSM2,015$569,0910.04%
194VANGUARD WORLD FD9219108161,809$568,4330.04%
195GENERAL DYNAMICS CORPGD1,937$562,1300.04%
196BLACKROCK N Y MUN INCOME TRUBLK50,976$545,9580.04%
197ISHARES TR46435U43220,522$543,5250.04%
198ISHARES TR46435U69720,770$540,9630.04%
199SPDR INDEX SHS FDS78463X88915,392$539,9550.04%
200FIRST TR EXCHNG TRADED FD VI33740F80512,521$539,0270.04%
201EVERSOURCE ENERGYES9,478$537,4960.04%
202MEDTRONIC PLCMDT6,758$531,8880.04%
203ISHARES TR46435U25920,998$531,6770.04%
204ISHARES TR4642875983,016$526,1200.04%
205NUVEEN MUNICIPAL CREDIT INCNU42,442$524,1590.04%
206ISHARES TR4642872265,359$520,1730.04%
207SPDR SER TR78464A7558,706$516,5270.04%
208FEDEX CORPFDX1,718$515,1430.04%
209ISHARES TR4642882738,333$513,6250.04%
210PLAINS GP HLDGS L PPAGP27,170$511,3390.04%
211PIEDMONT OFFICE REALTY TR INPDM69,916$506,8920.04%
212VANGUARD INDEX FDS9229087691,894$506,5690.04%
213ONEOK INC NEWOKE6,140$500,7500.04%
214PGIM HIGH YIELD BOND FUND INISD38,709$498,5690.04%
215TAIWAN SEMICONDUCTOR MFG LTD8740391002,865$498,0520.04%
216CONSTELLATION ENERGY CORPCEG2,481$496,8090.04%
217ISHARES TR4642885964,816$494,6770.04%
218DUKE ENERGY CORP NEWDUKB4,930$494,1750.04%
219CLEAN HARBORS INCCLH2,145$485,0920.04%
220TJX COS INC NEW8725401094,385$482,7710.04%
221TRANE TECHNOLOGIES PLCTT1,465$481,8120.04%
222HONEYWELL INTL INC4385161062,247$479,7900.04%
223VANGUARD TAX-MANAGED FDS9219438589,700$479,3810.04%
224AMAZON COM INCAMZN2,467$476,7480.04%
225CISCO SYS INCCSCO10,018$475,9630.04%
226INNOVATOR ETFS TRUSTINHD12,171$472,8430.04%
227THERMO FISHER SCIENTIFIC INCTMO854$472,5290.04%
228MCDONALDS CORPMCD1,854$472,5240.04%
229ARES CAPITAL CORPARCC22,390$466,5970.04%
230APPLIED MATLS INC0382221051,971$465,1460.04%
231PIMCO ETF TR72201R8174,879$463,8590.04%
232QUEST DIAGNOSTICS INCDGX3,376$462,1320.04%
233VANGUARD WORLD FD92204A702800$461,0520.04%
234KINDER MORGAN INC DELEP-PC23,069$458,3820.04%
235FIDELITY NATL INFORMATION SV31620M1066,076$457,8720.04%
236SPDR DOW JONES INDL AVERAGE78467X1091,167$456,3250.04%
237ISHARES TR4642872424,243$454,5030.04%
238VANGUARD INDEX FDS9229086112,460$449,0220.03%
239UNILEVER PLCUNLYF8,148$448,0340.03%
240MICROSOFT CORPMSFT1,000$446,9500.03%
241FLOWERS FOODS INCFLO20,067$445,4980.03%
242TYSON FOODS INCTSN7,795$445,4210.03%
243OCCIDENTAL PETE CORP6745991056,965$439,0040.03%
244ST JOE COJOE8,000$437,6000.03%
245ISHARES TR4642875077,454$436,2030.03%
246UNITED PARCEL SERVICE INCUPS3,153$431,4730.03%
247RTX CORPORATIONRTX4,222$423,8780.03%
248DISNEY WALT CO2546871064,269$423,8690.03%
249OTTER TAIL CORPOTTR4,838$423,7610.03%
250ISHARES TR4642884143,969$422,8480.03%
251MEDTRONIC PLCMDT5,328$419,3950.03%
252ALPHABET INCGOOG2,302$419,3690.03%
253FIRST TR EXCHNG TRADED FD VI33740U10920,084$414,3330.03%
254DIMENSIONAL ETF TRUST25434V70812,805$412,8200.03%
255AMEREN CORPAEE5,802$412,6030.03%
256ORACLE CORPORCL-PD2,921$412,4230.03%
257CHIPOTLE MEXICAN GRILL INCCMG6,500$407,2250.03%
258ALTRIA GROUP INCMO8,811$401,3330.03%
259JPMORGAN CHASE & CO.VYLD1,981$400,6370.03%
260DT MIDSTREAM INCDTM5,640$400,6280.03%
261CHUBB LIMITEDCB1,570$400,5290.03%
262JOHNSON & JOHNSONJNJ2,702$394,8850.03%
263BERKSHIRE HATHAWAY INC DELBRK-A969$394,1890.03%
264VISA INCV1,500$393,6490.03%
265INVESCO EXCHANGE TRADED FD TIVZ3,763$390,9660.03%
266T-MOBILE US INCTMUSZ2,185$384,9760.03%
267ELEVANCE HEALTH INCELV700$379,3020.03%
268VANGUARD INDEX FDS9229085534,528$379,2430.03%
269EDISON INTL2810201075,250$377,0030.03%
270HONEYWELL INTL INC4385161061,755$374,6940.03%
271XCEL ENERGY INCXELLL6,955$371,4590.03%
272NUVEEN AMT FREE MUN CR INC FNU29,810$371,4370.03%
273AIR PRODS & CHEMS INCAIIR1,411$364,0650.03%
274CHEMUNG FINL CORP1640241017,581$363,8880.03%
275AMGEN INCAMGN1,164$363,5830.03%
276MICROSOFT CORPMSFT810$362,1940.03%
277FIRST TR LRGE CP CORE ALPHA33734K1093,711$359,9040.03%
278SELECT SECTOR SPDR TR81369Y2092,467$359,5190.03%
279FIRST TR EXCHANGE TRAD FD VI33739H10114,943$357,2870.03%
280WP CAREY INC92936U1096,479$356,6540.03%
281ISHARES TR46432F8424,856$352,7680.03%
282PROGRESSIVE CORP7433151031,697$352,4890.03%
283CATERPILLAR INCCAT1,055$351,3430.03%
284PHILIP MORRIS INTL INC7181721093,414$345,9270.03%
285GRAPHIC PACKAGING HLDG COGPK13,138$344,3470.03%
286WEST PHARMACEUTICAL SVSC INC9553061051,045$344,2210.03%
287SMUCKER J M CO8326964053,115$339,6810.03%
288BROOKFIELD RENEWABLE CORPBEPC11,848$336,2410.03%
289FIDELITY COVINGTON TRUST31609A40411,814$334,8210.03%
290ONE GAS INCOGS5,243$334,7660.03%
291ISHARES TR46432F8344,949$334,3540.03%
292CENTENE CORP DELCNC5,032$333,6220.03%
293ISHARES TR4642876221,121$333,5420.03%
294METLIFE INCMET-PF4,744$332,9860.03%
295BLACKROCK MUNIVEST FD II INCBLK30,000$331,5000.03%
2963M COMMM3,208$327,7800.03%
297ELI LILLY & COLLY362$327,7480.03%
298MARATHON PETE CORPMARA1,883$326,6240.03%
299BANK NEW YORK MELLON CORP0640581005,448$326,2810.03%
300APPLE INCAAPL1,548$326,0400.03%
301TARGET CORPTGT2,202$325,9500.03%
302BOOKING HOLDINGS INCBKNG82$325,4530.03%
303SSGA ACTIVE ETF TR78467V6087,785$325,4320.03%
304ISHARES INC46434G7645,485$324,6850.03%
305ISHARES TR4642878793,293$320,2900.02%
306AUTOZONE INCAZO107$317,1590.02%
307AMERIPRISE FINL INC03076C106741$316,5480.02%
308INTUITIVE SURGICAL INCISRG707$314,5090.02%
309CSX CORPCSX9,382$313,8290.02%
310UNITEDHEALTH GROUP INCUNH615$313,0090.02%
311LKQ CORPLKQ7,510$312,3540.02%
312MICROSOFT CORPMSFT696$311,0870.02%
313EXELON CORPEXC8,950$309,7660.02%
314PROSHARES TR74348A4673,221$309,6730.02%
315WORLD GOLD TRGLDW6,715$309,4940.02%
316STARBUCKS CORPSBUX3,946$307,1700.02%
317UNITED PARCEL SERVICE INCUPS2,217$303,3900.02%
318NETFLIX INCNFLX445$300,3220.02%
319INVESCO DB MULTI-SECTOR COMMIVZ12,569$299,1490.02%
320PROCTER AND GAMBLE CO7427181091,797$296,4190.02%
321VANGUARD WORLD FD92204A4052,956$295,2710.02%
322SCHWAB CHARLES CORPSCHW-PJ4,004$295,0870.02%
323NVIDIA CORPORATIONNVDA2,380$294,0490.02%
324VANGUARD WORLD FD9219108731,488$293,5550.02%
325WEC ENERGY GROUP INCWEC3,721$291,9840.02%
326FORD MTR CO DEL34537086023,018$288,6500.02%
327VANGUARD WORLD FD92204A108923$288,2230.02%
328VANGUARD WORLD FD92204A6031,210$284,6240.02%
329SPDR SER TR78468R7887,042$283,3010.02%
330STRYKER CORPORATIONSYK830$282,5750.02%
331AUTOMATIC DATA PROCESSING INADP1,158$276,4250.02%
332ISHARES TR4642882572,430$273,1680.02%
333INVESCO QQQ TRIVZ562$269,4200.02%
334SELECT SECTOR SPDR TR81369Y8607,002$268,9500.02%
335WATSCO INCWSO-B579$268,2480.02%
336ONEOK INC NEWOKE3,288$268,1460.02%
337VANGUARD WORLD FD92204A8011,368$263,5830.02%
338ISHARES TR46434V7384,621$263,1790.02%
339ISHARES TR4642877882,781$263,0180.02%
340ISHARES TR4642873092,794$258,5570.02%
341NUCOR CORPNUE1,618$255,7730.02%
342SPDR SER TR78464A3593,544$255,3810.02%
343ISHARES TR46434V6964,164$254,9020.02%
344DUKE ENERGY CORP NEWDUKB2,527$253,3250.02%
345ISHARES TR46432F8423,483$253,0150.02%
346PFIZER INCPFE9,029$252,6300.02%
347VANGUARD INTL EQUITY INDEX F9220428585,768$252,4020.02%
348MASTERCARD INCORPORATEDMA572$252,1790.02%
349ISHARES TR46432F3882,435$251,8770.02%
350SPDR S&P 500 ETF TRSPY461$250,8850.02%
351THE CIGNA GROUP125523100754$249,2200.02%
352COCA COLA COKO3,892$247,7260.02%
353VANGUARD WORLD FD92204A2071,220$247,6440.02%
354BLACKROCK ETF TRUST IIBLK4,697$245,1650.02%
355VANGUARD INTL EQUITY INDEX F9220428585,599$245,0120.02%
356VANGUARD WORLD FD92204A8761,639$242,4970.02%
357COMCAST CORP NEWCCZ6,192$242,4830.02%
358MASCO CORPMAS3,593$239,5450.02%
359DIMENSIONAL ETF TRUST25434V8809,364$238,0400.02%
360EXXON MOBIL CORPXOM2,060$237,0980.02%
361FIDELITY COVINGTON TRUST31609A5037,993$235,4010.02%
362EVERGY INCEVRG4,444$235,3870.02%
363WASTE MGMT INC DEL94106L1091,101$234,9190.02%
364ETF SER SOLUTIONS26922A1729,293$234,2800.02%
365MGM RESORTS INTERNATIONALMGM5,260$233,7560.02%
366SALESFORCE INCCRM902$231,9980.02%
367ISHARES TR4642876062,630$231,7290.02%
368META PLATFORMS INCMETA457$230,4800.02%
369JOHNSON & JOHNSONJNJ1,576$230,3590.02%
370VANGUARD INDEX FDS9229087511,053$229,5680.02%
371ENBRIDGE INCENNPF6,446$229,4170.02%
372VANGUARD WORLD FD92204A8841,640$226,6240.02%
373SCHWAB STRATEGIC TR8085248704,352$226,3540.02%
374LOCKHEED MARTIN CORPLMT484$226,2400.02%
375IQVIA HLDGS INCIQV1,069$226,0290.02%
376CRH PLCCRH3,009$225,6150.02%
377KIRBY CORPKEX1,882$225,3320.02%
378UNILEVER PLCUNLYF4,088$224,7900.02%
379VANGUARD MUN BD FDS9229077464,483$224,6520.02%
380PHILIP MORRIS INTL INC7181721092,215$224,4890.02%
381CHEVRON CORP NEWCVX1,432$224,0280.02%
382SELECT SECTOR SPDR TR81369Y4071,213$221,2950.02%
383VANGUARD SCOTTSDALE FDS92206C7714,796$217,7490.02%
384JANUS DETROIT STR TR47103U7464,190$216,8740.02%
385HERCULES CAPITAL INCHCXY10,545$215,6450.02%
386WISDOMTREE TRWT4,180$215,0190.02%
387SELECT SECTOR SPDR TR81369Y3082,797$214,1950.02%
388HEALTHCARE RLTY TR42226K10512,926$213,0160.02%
389HENNESSY FDS TR42588P6927,118$209,3300.02%
390BITWISE BITCOIN ETF TRBITB6,399$209,1830.02%
391VANGUARD CHARLOTTE FDS92203J4074,284$208,5020.02%
392AMERICAN HOMES 4 RENTAMH-PG5,582$207,4270.02%
393HOME DEPOT INCHD601$207,0370.02%
394PPG INDS INC6935061071,642$206,7110.02%
395CORTEVA INCCTVA3,800$204,9610.02%
396GRAINGER W W INC384802104226$203,9060.02%
397GE VERNOVA INCGEV1,187$203,5820.02%
398AT&T INCT-PC10,614$202,8400.02%
399NISOURCE INCNI7,027$202,4480.02%
400NVIDIA CORPORATIONNVDA1,634$201,8660.02%
401ISHARES TR46429B5983,595$200,5290.02%
402APPLE INCAAPL934$196,7690.02%
403JOHNSON & JOHNSONJNJ1,330$194,3930.02%
404BERKSHIRE HATHAWAY INC DELBRK-A473$192,4160.01%
405NUVEEN AMT FREE QLTY MUN INCNU16,376$187,6740.01%
406ISHARES TR4642884141,687$179,7500.01%
407TEXAS INSTRS INC882508104919$178,7990.01%
408KIMBERLY-CLARK CORPKMB1,288$178,0040.01%
409AMERICAN ELEC PWR CO INC0255371012,017$176,9530.01%
410WELLS FARGO CO NEW9497461012,978$176,8890.01%
411PIMCO CORPORATE & INCOME OPPPTY12,282$175,7620.01%
412SAP SESAPGF868$174,9840.01%
413TESLA INCTSLA870$172,1560.01%
414PRUDENTIAL FINL INCPUKPF1,466$171,8230.01%
415SOUTHERN COSOMN2,208$171,2380.01%
416APPLIED MATLS INC038222105725$171,1150.01%
417VISA INCV651$170,9310.01%
418APPLE INCAAPL809$170,3970.01%
419VERIZON COMMUNICATIONS INCVZ4,108$169,3970.01%
420UNITEDHEALTH GROUP INCUNH329$167,7220.01%
421MERCK & CO INCMRK1,343$166,2790.01%
422UNITEDHEALTH GROUP INCUNH325$165,5100.01%
423BANK AMERICA CORP0605051044,155$165,2320.01%
424ELI LILLY & COLLY181$163,9150.01%
425PFIZER INCPFE5,797$162,2060.01%
426ALPHABET INCGOOG878$161,0380.01%
427BROADCOM INCAVGO99$159,3860.01%
428PROSPECT CAP CORPPSEC-PA28,733$158,8920.01%
429EATON VANCE TAX-MANAGED GLOBETN19,188$158,6870.01%
430LOWES COS INC548661107716$157,7900.01%
431ALPHABET INCGOOG861$156,8270.01%
432VANGUARD SCOTTSDALE FDS92206C4091,996$154,2410.01%
433TJX COS INC NEW8725401091,392$153,2970.01%
434VANGUARD SCOTTSDALE FDS92206C1022,635$152,8040.01%
435QUEST DIAGNOSTICS INCDGX1,100$150,5160.01%
436AMAZON COM INCAMZN735$142,0390.01%
437DISNEY WALT CO2546871061,430$141,9850.01%
438GLOBAL NET LEASE INCGNL-PE19,148$140,7370.01%
439BNY MELLON STRATEGIC MUN BD09662E10923,593$140,1420.01%
440PHILLIPS 66PSX976$137,8000.01%
441RTX CORPORATIONRTX1,332$133,6910.01%
442FIDELITY NATL INFORMATION SV31620M1061,770$133,3760.01%
443COHEN & STEERS TOTAL RETURN19247R10311,533$133,3210.01%
444PALO ALTO NETWORKS INCPANW384$130,1800.01%
445VISA INCV496$130,1660.01%
446ISHARES TR4642882811,438$127,2470.01%
447DNP SELECT INCOME FD INC23325P10415,372$126,3600.01%
448ALPHABET INCGOOG682$125,1110.01%
449TEXAS INSTRS INC882508104634$123,3170.01%
450ACCENTURE PLC IRELANDACN403$122,4050.01%
451QUALCOMM INCQCOM608$121,1460.01%
452EATON CORP PLCETN375$117,5810.01%
453MASTERCARD INCORPORATEDMA258$113,8360.01%
454DANAHER CORPORATION235851102443$110,7190.01%
455META PLATFORMS INCMETA219$110,4240.01%
456TJX COS INC NEW8725401091,000$110,1000.01%
457QUALCOMM INCQCOM550$109,5490.01%
458KINDER MORGAN INC DELEP-PC5,503$109,3530.01%
459DOW INCDOW2,016$106,9460.01%
460CITIGROUP INCC-PR1,678$106,4830.01%
461AMAZON COM INCAMZN548$105,9010.01%
462WALMART INCWMT1,553$105,1850.01%
463TRANE TECHNOLOGIES PLCTT318$104,6430.01%
464MCDONALDS CORPMCD400$101,9360.01%
465ISHARES TR4642882811,148$101,5750.01%
466WILLIAMS SONOMA INCWSM359$101,3720.01%
467VANGUARD CHARLOTTE FDS92203J4072,063$100,3890.01%
468EATON VANCE TAX-MANAGED GLOBETN11,832$99,9800.01%
469ORACLE CORPORCL-PD700$98,8400.01%
470BERKSHIRE HATHAWAY INC DELBRK-A242$98,4460.01%
471CISCO SYS INCCSCO2,045$97,1430.01%
472PFIZER INCPFE3,431$96,0040.01%
473CITIGROUP INCC-PR1,474$93,5670.01%
474COSTCO WHSL CORP NEW22160K105110$93,5040.01%
475AMGEN INCAMGN295$92,1890.01%
476ACCENTURE PLC IRELANDACN300$91,0230.01%
477CHIPOTLE MEXICAN GRILL INCCMG1,450$90,8430.01%
478GRAINGER W W INC384802104100$90,2240.01%
479NETFLIX INCNFLX133$89,7590.01%
480BROADCOM INCAVGO55$88,1320.01%
481TAIWAN SEMICONDUCTOR MFG LTD874039100504$87,6850.01%
482PHILLIPS 66PSX618$87,2560.01%
483ELI LILLY & COLLY96$87,0510.01%
484LIBERTY ALL STAR EQUITY FD53015810412,372$84,1300.01%
485KINDER MORGAN INC DELEP-PC4,218$83,8150.01%
486BOOKING HOLDINGS INCBKNG21$83,2230.01%
487NOVO-NORDISK A SNONOF571$81,5050.01%
488MASTERCARD INCORPORATEDMA184$81,2920.01%
489ISHARES TR464288588881$80,8880.01%
490EXXON MOBIL CORPXOM687$79,1140.01%
491BLACKROCK INCBLK99$78,0200.01%
492WP CAREY INC92936U1091,407$77,4790.01%
493COCA COLA COKO1,213$77,2390.01%
494ACCENTURE PLC IRELANDACN254$77,0730.01%
495WALMART INCWMT1,095$74,1580.01%
496ORACLE CORPORCL-PD523$73,8510.01%
497WELLS FARGO CO NEW9497461011,231$73,1020.01%
498VANGUARD INDEX FDS922908769270$72,1070.01%
499BOOKING HOLDINGS INCBKNG18$71,4620.01%
500JOBY AVIATION INCJOBY-WT13,916$70,9720.01%