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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 0002001900-25-000011

Total Value
$1.47B
Positions
1,068
Other Managers
6
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46429B7471,051,447$106.5M7.33%
2INVESCO QQQ TRIVZ214,319$104.6M7.20%
3SPDR S&P 500 ETF TRSPY143,181$82.2M5.65%
4ISHARES TR464287309805,343$77.1M5.31%
5ISHARES TR464287465844,576$70.6M4.86%
6ISHARES TR464287606734,704$67.5M4.65%
7SPDR SER TR78464A805857,234$60.1M4.13%
8SPDR SER TR78464A508754,606$39.9M2.74%
9VANGUARD INDEX FDS92290836372,528$38.3M2.63%
10ISHARES TR46432F339164,798$29.5M2.03%
11PACER FDS TR69374H881468,581$27.1M1.86%
12VANGUARD SCOTTSDALE FDS92206C73092,454$24.0M1.65%
13WISDOMTREE TRWT1,029,233$23.1M1.59%
14T ROWE PRICE ETF INC87283Q867684,880$22.8M1.57%
15APPLE INCAAPL82,094$19.1M1.32%
16AMERICAN CENTY ETF TR025072877197,723$19.0M1.31%
17ISHARES TR46428720032,206$18.6M1.28%
18SPDR SER TR78464A409218,158$18.1M1.24%
19JANUS DETROIT STR TR47103U845317,391$16.1M1.11%
20AMPLIFY ETF TR032108409379,464$15.6M1.08%
21VANGUARD INDEX FDS92290876951,372$14.5M1.00%
22SPDR SER TR78468R663145,140$13.3M0.92%
23SPDR SER TR78468R853256,137$11.7M0.80%
24VANECK ETF TRUST92189F486450,484$11.5M0.79%
25VANECK MERK GOLD ETFOUNZ448,254$11.4M0.78%
26AMERICAN CENTY ETF TR025072349165,724$10.9M0.75%
27ISHARES TR464287572104,893$10.4M0.72%
28ETF OPPORTUNITIES TRUST26923N678351,043$9.9M0.68%
29FIRST TR EXCH TRADED FD III33739P103140,531$8.9M0.61%
30ISHARES TR46428772157,822$8.8M0.60%
31J P MORGAN EXCHANGE TRADED F46641Q761154,819$8.8M0.60%
32SCHWAB CHARLES FAMILY FDSCHW-PJ8,366,505$8.4M0.58%
33MICROSOFT CORPMSFT19,319$8.3M0.57%
34FS KKR CAP CORPFSK394,918$7.8M0.54%
35PACER FDS TR69374H667159,622$7.4M0.51%
36ISHARES TR46428745787,670$7.3M0.50%
37ISHARES TR46435G326100,273$7.1M0.49%
38PROCTER AND GAMBLE CO74271810939,931$6.9M0.48%
39ISHARES GOLD TRIAU126,883$6.3M0.43%
40EXXON MOBIL CORPXOM50,753$5.9M0.41%
41ELI LILLY & COLLY6,604$5.9M0.40%
42ISHARES TR46428852194,267$5.8M0.40%
43ISHARES TR46429B267239,135$5.6M0.39%
44INVESCO EXCHANGE TRADED FD TIVZ30,449$5.5M0.38%
45VANGUARD BD INDEX FDS92193783571,186$5.3M0.37%
46ISHARES TR46429B69757,692$5.3M0.36%
47NVIDIA CORPORATIONNVDA40,487$4.9M0.34%
48ISHARES TR46428744050,041$4.9M0.34%
49AMAZON COM INCAMZN25,614$4.8M0.33%
50ALPHABET INCGOOG26,785$4.4M0.31%
51VANGUARD INDEX FDS92290862916,521$4.4M0.30%
52HOME DEPOT INCHD10,742$4.4M0.30%
53ABBVIE INCABBV21,946$4.3M0.30%
54JPMORGAN CHASE & CO.VYLD20,519$4.3M0.30%
55ISHARES TR46428862077,166$4.1M0.28%
56ISHARES TR46428858841,347$4.0M0.27%
57COSTCO WHSL CORP NEW22160K1054,175$3.7M0.25%
58ISHARES TR46428715029,407$3.7M0.25%
59ISHARES TR46428780430,832$3.6M0.25%
60J P MORGAN EXCHANGE TRADED F46641Q65470,200$3.6M0.25%
61PROSHARES TR74347B68042,142$3.4M0.24%
62ISHARES TR46428743234,318$3.4M0.23%
63BERKSHIRE HATHAWAY INC DELBRK-A7,308$3.4M0.23%
64ISHARES TR46434V61371,372$3.4M0.23%
65SELECT SECTOR SPDR TR81369Y80314,880$3.4M0.23%
66MOTOROLA SOLUTIONS INCMSI7,225$3.2M0.22%
67CAPITAL GROUP DIVIDEND VALUE14020W10680,566$2.9M0.20%
68BROADRIDGE FINL SOLUTIONS IN11133T10313,387$2.9M0.20%
69PHILLIPS EDISON & CO INCPECO76,223$2.9M0.20%
70THERMO FISHER SCIENTIFIC INCTMO4,472$2.8M0.19%
71PACER FDS TR69374H85759,182$2.8M0.19%
72JOHNSON & JOHNSONJNJ16,716$2.7M0.19%
73ISHARES TR46428773926,508$2.7M0.19%
74ADOBE INCADBE5,132$2.7M0.18%
75CATERPILLAR INCCAT6,588$2.6M0.18%
76UNITEDHEALTH GROUP INCUNH4,406$2.6M0.18%
77AMERICAN HEALTHCARE REIT INCAHR97,600$2.5M0.18%
78WALMART INCWMT31,003$2.5M0.17%
79CME GROUP INCCME11,311$2.5M0.17%
80META PLATFORMS INCMETA4,232$2.4M0.17%
81CHEVRON CORP NEWCVX16,139$2.4M0.16%
82CDW CORPCDW10,339$2.3M0.16%
83ISHARES INC46434G10339,616$2.3M0.16%
84ZOETIS INCZTS11,585$2.3M0.16%
85ISHARES TR46428766323,503$2.2M0.15%
86MARKEL GROUP INCMKL1,419$2.2M0.15%
87NIKE INCNKE23,552$2.1M0.14%
88EXTRA SPACE STORAGE INCEXR11,534$2.1M0.14%
89TORO COTORO23,895$2.1M0.14%
90CHARLES RIV LABS INTL INC15986410710,225$2.0M0.14%
91SCHWAB STRATEGIC TR80852479723,568$2.0M0.14%
92APPLE INCAAPL8,393$2.0M0.13%
93WISDOMTREE TRWT38,386$1.9M0.13%
94ZEBRA TECHNOLOGIES CORPORATIZBRA5,091$1.9M0.13%
95APPLE INCAAPL8,080$1.9M0.13%
96TARGET CORPTGT11,994$1.9M0.13%
97SPDR SER TR78468R10163,268$1.9M0.13%
98TESLA INCTSLA6,985$1.8M0.13%
99ISHARES U S ETF TR46431W83836,292$1.8M0.13%
100FIRST TR EXCHANGE-TRADED FD33739N10834,813$1.8M0.12%
101JANUS DETROIT STR TR47103U88636,511$1.8M0.12%
102MCDONALDS CORPMCD5,708$1.7M0.12%
103SPDR SER TR78464A64964,561$1.7M0.12%
104EATON CORP PLCETN5,086$1.7M0.12%
105ISHARES TR46428887728,605$1.6M0.11%
106MICROSOFT CORPMSFT3,824$1.6M0.11%
107VANGUARD WORLD FD92204A5045,824$1.6M0.11%
108DTE ENERGY CODTK12,788$1.6M0.11%
109ISHARES TR46428888514,991$1.6M0.11%
110ISHARES TR4642876309,609$1.6M0.11%
111ISHARES TR4642874088,052$1.6M0.11%
112BROADSTONE NET LEASE INCBNL79,347$1.5M0.10%
113VIRTUS DIVIDEND INTEREST & PNFJ114,222$1.5M0.10%
114ISHARES TR46428818218,805$1.5M0.10%
115MICROSOFT CORPMSFT3,376$1.5M0.10%
116FIRST TR EXCHANGE-TRADED FD33740J10471,826$1.4M0.10%
117BROADCOM INCAVGO8,343$1.4M0.10%
118SPDR GOLD TRGLD5,908$1.4M0.10%
119COCA COLA COKO19,900$1.4M0.10%
120VERIZON COMMUNICATIONS INCVZ31,817$1.4M0.10%
121PAYCHEX INCPAYX10,415$1.4M0.10%
122DEERE & CODE3,287$1.4M0.09%
123BANK AMERICA CORP06050510432,943$1.3M0.09%
124BROADCOM INCAVGO7,554$1.3M0.09%
125SELECT SECTOR SPDR TR81369Y50614,312$1.3M0.09%
126NVIDIA CORPORATIONNVDA10,228$1.2M0.09%
127INVESCO DB MULTI-SECTOR COMMIVZ59,290$1.2M0.08%
128NEXTERA ENERGY INCNEE-PW14,278$1.2M0.08%
129PACER FDS TR69374H43631,763$1.2M0.08%
130BLACKROCK ETF TRUSTBLK24,275$1.2M0.08%
131ABBVIE INCABBV5,989$1.2M0.08%
132ALPHABET INCGOOG6,917$1.2M0.08%
133DOLLAR GEN CORP NEW25667710513,012$1.1M0.08%
134ISHARES TR46435G4258,655$1.1M0.08%
135SPDR SER TR78464A47435,025$1.1M0.07%
136OREILLY AUTOMOTIVE INC67103H107917$1.1M0.07%
137SPDR SER TR78468R60643,379$1.0M0.07%
138AT&T INCT-PC46,239$1.0M0.07%
139GE AEROSPACE3696043015,284$996,3650.07%
140ABBOTT LABSABLZF8,644$985,5550.07%
141INTERNATIONAL BUSINESS MACHSINTR4,449$983,6700.07%
142BLACKSTONE INCBX6,326$968,6410.07%
143FIRST TR EXCH TRADED FD III33739P83048,361$967,6950.07%
144ARMSTRONG WORLD INDS INC NEW04247X1027,300$959,4390.07%
145ISHARES TR46428751510,555$943,3000.06%
146PRINCIPAL FINANCIAL GROUP INPFG10,806$928,2250.06%
147ALPHABET INCGOOG5,537$925,7200.06%
148PEPSICO INCPEP5,404$918,9370.06%
149AMERICAN EXPRESS COAXP3,381$916,7980.06%
150INTERNATIONAL BUSINESS MACHSINTR4,105$907,4360.06%
151VISA INCV3,259$896,1820.06%
152ISHARES TR46428881014,825$877,9370.06%
153BLACKSTONE INCBX5,707$873,9320.06%
154PHILIP MORRIS INTL INC7181721097,179$871,5820.06%
155ISHARES TR4642876553,942$870,6550.06%
156CISCO SYS INCCSCO15,933$847,9320.06%
157VANGUARD INDEX FDS9229085125,001$838,4930.06%
158M & T BK CORP55261F1044,646$827,5310.06%
159COMMERCE BANCSHARES INCCBSH13,864$823,4970.06%
160CHEVRON CORP NEWCVX5,585$822,4490.06%
161REALTY INCOME CORPO12,915$819,0930.06%
162KNIGHT-SWIFT TRANSN HLDGS IN49904910414,975$807,9010.06%
163ISHARES TR4642871767,155$790,3750.05%
164UNION PAC CORPUNP3,167$780,4920.05%
165QUALCOMM INCQCOM4,588$780,1620.05%
166PGIM ETF TR69344A80017,955$769,5510.05%
167PALO ALTO NETWORKS INCPANW2,243$766,6570.05%
168BROADCOM INCAVGO4,319$745,0740.05%
169ALPHABET INCGOOG4,470$741,3260.05%
170AMAZON COM INCAMZN3,926$731,5320.05%
171CHEMUNG FINL CORP16402410115,209$730,3250.05%
172CONOCOPHILLIPSCOP6,902$726,6620.05%
173SYSCO CORPSYY9,087$709,3060.05%
174ARES CAPITAL CORPARCC33,728$706,2710.05%
175BP PLCBPPFF22,427$703,9870.05%
176ALLIANT ENERGY CORPLNT11,550$700,9810.05%
177AMAZON COM INCAMZN3,756$699,8550.05%
178CITIGROUP INCC-PR11,175$699,5410.05%
179TAIWAN SEMICONDUCTOR MFG LTD8740391004,015$697,2910.05%
180VANGUARD INDEX FDS9229087443,977$694,2610.05%
181BLACKROCK DEBT STRATEGIES FDBLK62,486$689,2220.05%
182NVIDIA CORPORATIONNVDA5,632$684,0030.05%
183JPMORGAN CHASE & CO.VYLD3,220$679,0720.05%
184ADVENT CONV & INCOME FD00764C10957,667$677,0070.05%
185VANGUARD INDEX FDS9229087361,735$666,3100.05%
186ISHARES TR4642885138,237$661,4580.05%
187ISHARES TR46435U43224,621$656,3890.05%
188PIMCO ETF TR72201R8336,463$650,7230.04%
189ISHARES TR46435U69724,910$650,1570.04%
190EVERSOURCE ENERGYES9,544$649,4440.04%
191ISHARES TR46435U25925,237$647,4470.04%
192ELEVANCE HEALTH INCELV1,232$640,6400.04%
193CONSTELLATION ENERGY CORPCEG2,463$640,3100.04%
194TEXAS INSTRS INC8825081043,093$638,8250.04%
195ISHARES TR46434VBD125,046$628,6540.04%
196BLACKROCK N Y MUN INCOME TRUBLK56,864$625,5020.04%
197ISHARES TR46435GAA025,709$624,7220.04%
198EA SERIES TRUST02072L4099,721$623,9910.04%
199ISHARES TR46434VBG424,701$622,7080.04%
200CAPITAL ONE FINL CORP14040H1054,149$621,2750.04%
201WILLIAMS SONOMA INCWSM3,990$618,1540.04%
202GRAYSCALE BITCOIN TR BTCGBTC12,221$617,1610.04%
203SPDR INDEX SHS FDS78463X88916,423$616,8620.04%
204SPDR SER TR78464A7559,672$616,3000.04%
205QUALCOMM INCQCOM3,609$613,6920.04%
206BLACKROCK MUNI INCOME TR IIBLK53,827$606,0950.04%
207MEDTRONIC PLCMDT6,708$603,8970.04%
208VANGUARD TAX-MANAGED FDS92194385811,157$589,1970.04%
209DUKE ENERGY CORP NEWDUKB5,103$588,3490.04%
210MCDONALDS CORPMCD1,931$587,9200.04%
211GENERAL DYNAMICS CORPGD1,925$581,5960.04%
212VANGUARD WORLD FD9219108161,795$577,8370.04%
213FIRST TR EXCHNG TRADED FD VI33740F80512,737$576,2350.04%
214ISHARES TR4642875983,017$572,6580.04%
215ISHARES TR4642875079,169$571,4060.04%
216ONEOK INC NEWOKE6,268$571,1950.04%
217DISNEY WALT CO2546871065,891$566,6460.04%
218ORACLE CORPORCL-PD3,314$564,7360.04%
219UNITEDHEALTH GROUP INCUNH952$556,4010.04%
220CISCO SYS INCCSCO10,452$556,2630.04%
221TRANE TECHNOLOGIES PLCTT1,430$555,8130.04%
222ISHARES TR46434V26615,623$550,7110.04%
223THERMO FISHER SCIENTIFIC INCTMO886$548,1090.04%
224UNILEVER PLCUNLYF8,429$547,5800.04%
225QUEST DIAGNOSTICS INCDGX3,512$545,3020.04%
226ISHARES TR4642872265,382$544,9850.04%
227VANGUARD INDEX FDS9229087691,900$538,1110.04%
228PGIM HIGH YIELD BOND FUND INISD38,433$535,7580.04%
229VANGUARD WORLD FD92204A702908$532,7830.04%
230KINDER MORGAN INC DELEP-PC24,010$530,3860.04%
231ISHARES INC46434G7648,660$529,1850.04%
232RTX CORPORATIONRTX4,366$529,0300.04%
233FIDELITY NATL INFORMATION SV31620M1066,267$524,8570.04%
234PLAINS GP HLDGS L PPAGP28,279$523,1600.04%
235MERCK & CO INCMRK4,572$519,2200.04%
236TJX COS INC NEW8725401094,407$517,9570.04%
237PROCTER AND GAMBLE CO7427181092,931$507,6600.03%
238ISHARES TR46434V27416,120$506,6520.03%
239ISHARES TR4642876141,342$503,7170.03%
240MEDTRONIC PLCMDT5,589$503,1350.03%
241ALTRIA GROUP INCMO9,787$499,5490.03%
242ISHARES TR4642885964,654$497,2060.03%
243AMEREN CORPAEE5,677$496,4740.03%
244INNOVATOR ETFS TRUSTINHD12,171$492,6810.03%
245TAIWAN SEMICONDUCTOR MFG LTD8740391002,830$491,4470.03%
246ISHARES TR4642882737,258$491,3860.03%
247VANGUARD INDEX FDS9229086112,446$491,1830.03%
248PIMCO ETF TR72201R8174,880$485,3430.03%
249HONEYWELL INTL INC4385161062,319$479,3600.03%
250JPMORGAN CHASE & CO.VYLD2,240$472,3770.03%
251ARES CAPITAL CORPARCC22,404$469,1430.03%
252FLOWERS FOODS INCFLO20,208$466,2030.03%
2533M COMMM3,408$465,8090.03%
254TYSON FOODS INCTSN7,796$464,3150.03%
255UNITED PARCEL SERVICE INCUPS3,398$463,2870.03%
256BERKSHIRE HATHAWAY INC DELBRK-A999$459,8000.03%
257EDISON INTL2810201075,250$457,2450.03%
258JOHNSON & JOHNSONJNJ2,806$454,7370.03%
259CHUBB LIMITEDCB1,577$454,6560.03%
260HOME DEPOT INCHD1,116$452,2130.03%
261T-MOBILE US INCTMUSZ2,188$451,4690.03%
262FIRST TR EXCHNG TRADED FD VI33740U10920,584$447,9180.03%
263XCEL ENERGY INCXELLL6,818$445,2270.03%
264BRISTOL-MYERS SQUIBB COCELG-RI8,585$444,1640.03%
265DT MIDSTREAM INCDTM5,530$435,0110.03%
266META PLATFORMS INCMETA758$434,0340.03%
267VANGUARD INDEX FDS9229085534,435$432,0630.03%
268PHILIP MORRIS INTL INC7181721093,553$431,3260.03%
269INVESCO EXCHANGE TRADED FD TIVZ3,765$431,2120.03%
270MICROSOFT CORPMSFT1,000$430,3000.03%
271ISHARES TR4642872423,771$426,0190.03%
272ISHARES TR4642874655,088$425,5090.03%
273WP CAREY INC92936U1096,825$425,1660.03%
274VANECK ETF TRUST92189H4097,992$424,1350.03%
275PHILIP MORRIS INTL INC7181721093,481$422,6300.03%
276VANGUARD SPECIALIZED FUNDS9219088442,120$419,9640.03%
277CATERPILLAR INCCAT1,072$419,3210.03%
278JOHNSON & JOHNSONJNJ2,578$417,7600.03%
279AIR PRODS & CHEMS INCAIIR1,393$414,8360.03%
280AMERICAN CENTY ETF TR0250722325,613$414,6320.03%
281EXELON CORPEXC10,197$413,4960.03%
282DISNEY WALT CO2546871064,271$410,7900.03%
283BROOKFIELD RENEWABLE CORPBEPC12,510$408,5720.03%
284STARBUCKS CORPSBUX4,185$407,9550.03%
285BLACKROCK ETF TRUST IIBLK7,554$404,3580.03%
286TESLA INCTSLA1,542$403,4330.03%
287INVESCO EXCH TRADED FD TR IIIVZ8,817$403,0400.03%
288WORLD GOLD TRGLDW7,726$402,7560.03%
289APPLIED MATLS INC0382221051,990$402,0310.03%
290WISDOMTREE TRWT7,747$396,1040.03%
291ISHARES TR4642884143,593$390,3210.03%
292ONE GAS INCOGS5,243$390,1840.03%
293SCHWAB STRATEGIC TR80852467214,880$389,4100.03%
294METLIFE INCMET-PF4,721$389,3880.03%
295BANK NEW YORK MELLON CORP0640581005,416$389,2270.03%
296SPDR DOW JONES INDL AVERAGE78467X109920$389,2100.03%
297FIRST TR LRGE CP CORE ALPHA33734K1093,705$385,9680.03%
298DIMENSIONAL ETF TRUST25434V70811,124$381,4340.03%
299SMUCKER J M CO8326964053,140$380,3130.03%
300CENTENE CORP DELCNC5,032$378,8090.03%
301OTTER TAIL CORPOTTR4,843$378,5330.03%
302AMGEN INCAMGN1,170$377,0410.03%
303HONEYWELL INTL INC4385161061,821$376,4350.03%
304MICROSOFT CORPMSFT866$372,5590.03%
305ISHARES TR46432F8424,731$369,2850.03%
306ISHARES TR46432F8344,967$360,7530.02%
307APPLE INCAAPL1,548$360,6840.02%
308UNITEDHEALTH GROUP INCUNH617$360,6780.02%
309PROGRESSIVE CORP7433151031,419$360,0960.02%
310FIDELITY COVINGTON TRUST31609A40411,878$359,6760.02%
311WEC ENERGY GROUP INCWEC3,723$358,0590.02%
312INVESCO DB MULTI-SECTOR COMMIVZ13,648$356,0830.02%
313TARGET CORPTGT2,281$355,5390.02%
314PIEDMONT OFFICE REALTY TR INPDM34,999$353,4900.02%
315OCCIDENTAL PETE CORP6745991056,848$352,9500.02%
316ISHARES TR4642876221,121$352,4310.02%
317AMERIPRISE FINL INC03076C106741$348,1390.02%
318INTUITIVE SURGICAL INCISRG708$347,8190.02%
319ISHARES TR4642878793,189$343,3340.02%
320SELECT SECTOR SPDR TR81369Y2092,208$340,1180.02%
321BOOKING HOLDINGS INCBKNG80$338,2330.02%
322VANGUARD INDEX FDS9229087511,425$338,0440.02%
323SPDR SER TR78468R7887,393$337,4700.02%
324SPDR SER TR78468R5233,355$334,1170.02%
325FIRST TR EXCHANGE TRAD FD VI33739H10114,068$333,2710.02%
326DUKE ENERGY CORP NEWDUKB2,868$330,6760.02%
327ALPHABET INCGOOG1,975$330,2480.02%
328CHIPOTLE MEXICAN GRILL INCCMG5,680$327,2820.02%
329BERKSHIRE HATHAWAY INC DELBRK-A708$325,8640.02%
330SSGA ACTIVE ETF TR78467V6087,768$324,3880.02%
331AUTOMATIC DATA PROCESSING INADP1,163$321,8070.02%
332LKQ CORPLKQ8,051$321,3870.02%
333ELI LILLY & COLLY362$320,7100.02%
334NVIDIA CORPORATIONNVDA2,620$318,1960.02%
335WEST PHARMACEUTICAL SVSC INC9553061051,050$315,1850.02%
336AT&T INCT-PC14,323$315,1140.02%
337CISCO SYS INCCSCO5,902$314,1270.02%
338SELECT SECTOR SPDR TR81369Y8607,003$312,8400.02%
339VANGUARD WORLD FD92204A4052,809$308,7380.02%
340PROSHARES TR74348A4672,883$307,8230.02%
341NETFLIX INCNFLX433$307,1140.02%
342CSX CORPCSX8,891$307,0200.02%
343CRH PLCCRH3,301$306,1350.02%
344UNITED PARCEL SERVICE INCUPS2,245$306,0490.02%
345MARATHON PETE CORPMARA1,879$306,0330.02%
346AUTOZONE INCAZO97$305,5540.02%
347GE VERNOVA INCGEV1,190$303,4260.02%
348VANGUARD WORLD FD9219108731,463$302,2220.02%
349VISA INCV1,097$301,7410.02%
350FIDELITY NATIONAL FINANCIALFNF4,838$300,2460.02%
351CLEAN HARBORS INCCLH1,242$300,2040.02%
352STRYKER CORPORATIONSYK831$300,1440.02%
353MASCO CORPMAS3,574$300,0020.02%
354ONEOK INC NEWOKE3,290$299,8020.02%
355VANGUARD WORLD FD92204A108878$298,7720.02%
356FEDEX CORPFDX1,079$295,3250.02%
357VANGUARD WORLD FD92204A6031,133$294,5490.02%
358COCA COLA COKO4,094$294,1670.02%
359MASTERCARD INCORPORATEDMA592$292,5060.02%
360LOCKHEED MARTIN CORPLMT500$292,0670.02%
361SPDR SER TR78464A3758,656$291,7940.02%
362ISHARES TR4642882572,422$289,5890.02%
363ISHARES TR4642877882,782$289,0860.02%
364ENBRIDGE INCENNPF7,095$288,1150.02%
365INVESCO QQQ TRIVZ589$287,6370.02%
366VANGUARD INTL EQUITY INDEX F9220428585,996$286,9180.02%
367MICROSOFT CORPMSFT663$285,2990.02%
368EXXON MOBIL CORPXOM2,430$284,8580.02%
369WATSCO INCWSO-B579$284,7570.02%
370ISHARES TR46434V7384,670$284,5190.02%
371INVESCO EXCH TRADED FD TR IIIVZ23,003$284,0870.02%
372VANGUARD WORLD FD92204A8011,334$282,0000.02%
373VANGUARD WORLD FD92204A8761,609$279,9950.02%
374GLOBAL X FDS37954Y65713,467$279,8440.02%
375JANUS DETROIT STR TR47103U8525,996$279,7130.02%
376ISHARES TR46434V6964,195$279,3180.02%
377VANGUARD INTL EQUITY INDEX F9220428585,773$276,2380.02%
378EVERGY INCEVRG4,429$274,6320.02%
379COOPER COS INC2166485012,474$272,9810.02%
380ISHARES TR46432F8423,483$271,8580.02%
381GRAPHIC PACKAGING HLDG COGPK9,106$269,4490.02%
382UNILEVER PLCUNLYF4,094$265,9250.02%
383SCHWAB CHARLES CORPSCHW-PJ4,079$264,3510.02%
384THE CIGNA GROUP125523100756$262,0550.02%
385SPDR S&P 500 ETF TRSPY456$261,6350.02%
386WALMART INCWMT3,210$259,2180.02%
387AMERICAN ELEC PWR CO INC0255371012,526$259,1390.02%
388FIDELITY COVINGTON TRUST31609A5038,018$257,8510.02%
389INTEL CORPINTC10,912$255,9890.02%
390ISHARES TR4642873092,667$255,3650.02%
391COMCAST CORP NEWCCZ6,097$254,6530.02%
392VANGUARD WORLD FD92204A2071,163$254,1730.02%
393IQVIA HLDGS INCIQV1,068$253,0840.02%
394PFIZER INCPFE8,728$252,5970.02%
395NUCOR CORPNUE1,628$244,7630.02%
396NISOURCE INCNI7,027$243,4860.02%
397SELECT SECTOR SPDR TR81369Y4071,214$243,3180.02%
398ISHARES TR4642876062,630$241,7760.02%
399ISHARES TR46432F3882,211$241,1340.02%
400ETF SER SOLUTIONS26922A1729,349$238,7790.02%
401APPLE INCAAPL1,018$237,2590.02%
402KIRBY CORPKEX1,926$235,8000.02%
403VANGUARD CHARLOTTE FDS92203J4074,684$235,5120.02%
404GRAINGER W W INC384802104226$234,7710.02%
405ELEVANCE HEALTH INCELV451$234,6240.02%
406HEALTHCARE RLTY TR42226K10512,926$234,6020.02%
407SCHWAB STRATEGIC TR8085248704,358$233,7230.02%
408SELECT SECTOR SPDR TR81369Y3082,799$232,2870.02%
409FORD MTR CO34537086021,891$231,1640.02%
410VANGUARD MUN BD FDS9229077464,518$230,9360.02%
411GARMIN LTDGRMN1,301$229,0150.02%
412SALESFORCE INCCRM836$228,7820.02%
413AMERICAN HOMES 4 RENTAMH-PG5,927$227,5380.02%
414JANUS DETROIT STR TR47103U7464,244$224,8280.02%
415WISDOMTREE TRWT4,180$224,4660.02%
416HENNESSY FDS TR42588P6927,118$222,9190.02%
417PPG INDS INC6935061071,673$221,6150.02%
418ST JOE COJOE3,787$220,8200.02%
419VANGUARD WORLD FD92204A8841,517$220,5490.02%
420WASTE MGMT INC DEL94106L1091,062$220,3920.02%
421BITWISE BITCOIN ETF TRBITB6,334$219,0930.02%
422NUVEEN QUALITY MUNCP INCOMENU17,581$217,6530.01%
423CORTEVA INCCTVA3,675$216,0540.01%
424JOHNSON & JOHNSONJNJ1,330$215,5400.01%
425ELI LILLY & COLLY243$215,3900.01%
426KENVUE INCKVUE9,157$211,8040.01%
427VANGUARD SCOTTSDALE FDS92206C7714,464$210,7520.01%
428TEXAS INSTRS INC8825081041,014$209,3710.01%
429DIMENSIONAL ETF TRUST25434V8807,746$209,2130.01%
430CHEVRON CORP NEWCVX1,418$208,7850.01%
431HERCULES CAPITAL INCHCXY10,545$207,1040.01%
432PACER FDS TR69374H7095,658$206,4600.01%
433MGM RESORTS INTERNATIONALMGM5,245$205,0290.01%
434ISHARES TR46429B5983,502$204,9720.01%
435ELEVANCE HEALTH INCELV392$203,9590.01%
436ISHARES TR4642876711,530$201,8680.01%
437BLACKROCK INCBLK212$201,4720.01%
438LOWES COS INC548661107739$200,2860.01%
439MASTERCARD INCORPORATEDMA405$200,0490.01%
440PNC FINL SVCS GROUP INC6934751051,070$197,8730.01%
441NUVEEN AMT FREE QLTY MUN INCNU16,376$196,0260.01%
442ISHARES TR4642884141,765$191,7320.01%
443APPLE INCAAPL817$190,3680.01%
444UNITEDHEALTH GROUP INCUNH325$190,0210.01%
445NVIDIA CORPORATIONNVDA1,558$189,2050.01%
446AFLAC INCAFL1,679$187,6610.01%
447SAP SESAPGF818$187,2890.01%
448PULTE GROUP INC7458671011,303$187,0200.01%
449AUTODESK INCADSK678$186,7750.01%
450PUBLIC STORAGE OPER COPSA-PS503$183,0600.01%
451KIMBERLY-CLARK CORPKMB1,286$182,9750.01%
452NETFLIX INCNFLX257$182,2820.01%
453BANK AMERICA CORP0605051044,568$181,2620.01%
454GILEAD SCIENCES INCGILD2,154$180,5630.01%
455ACCENTURE PLC IRELANDACN509$179,9170.01%
456MERCK & CO INCMRK1,574$178,7080.01%
457ACCENTURE PLC IRELANDACN504$178,2030.01%
458PRUDENTIAL FINL INCPUKPF1,465$177,3540.01%
459PIMCO CORPORATE & INCOME OPPPTY12,307$177,0930.01%
460QUEST DIAGNOSTICS INCDGX1,099$170,6640.01%
461COSTCO WHSL CORP NEW22160K105192$170,2370.01%
462SOUTHERN COSOMN1,862$167,9550.01%
463EATON VANCE TAX-MANAGED GLOBETN19,236$166,9670.01%
464WELLS FARGO CO NEW9497461012,928$165,4040.01%
465SERVICENOW INCNOW184$164,5680.01%
466RTX CORPORATIONRTX1,345$163,0080.01%
467NUVEEN MUNICIPAL CREDIT INCNU12,442$162,9900.01%
468PFIZER INCPFE5,598$162,0110.01%
469GLOBAL NET LEASE INCGNL-PE19,166$161,3800.01%
470PROSPECT CAP CORPPSEC-PA29,792$159,3880.01%
471VANGUARD SCOTTSDALE FDS92206C4091,996$158,5220.01%
472AMAZON COM INCAMZN837$155,9580.01%
473VANGUARD SCOTTSDALE FDS92206C1022,635$155,5180.01%
474TEXAS INSTRS INC882508104741$153,0110.01%
475APPLIED MATLS INC038222105757$153,0090.01%
476ALPHABET INCGOOG920$152,5940.01%
477TJX COS INC NEW8725401091,297$152,4110.01%
478COHEN & STEERS TOTAL RETURN19247R10311,533$150,9670.01%
479ALPHABET INCGOOG892$149,1460.01%
480FIDELITY NATL INFORMATION SV31620M1061,777$148,7950.01%
481DNP SELECT INCOME FD INC23325P10414,699$147,5760.01%
482BNY MELLON STRATEGIC MUN BD09662E10923,593$146,9840.01%
483KINDER MORGAN INC DELEP-PC6,486$143,2790.01%
484COCA COLA COKO1,946$139,8460.01%
485NOVARTIS AGNVSEF1,203$138,3150.01%
486VISA INCV503$138,2570.01%
487WILLIAMS SONOMA INCWSM892$138,1910.01%
488DISNEY WALT CO2546871061,430$137,5520.01%
489AMGEN INCAMGN417$134,4320.01%
490ABBVIE INCABBV665$131,3680.01%
491ORACLE CORPORCL-PD741$126,2960.01%
492KINDER MORGAN INC DELEP-PC5,662$125,0790.01%
493BRISTOL-MYERS SQUIBB COCELG-RI2,409$124,6330.01%
494PALO ALTO NETWORKS INCPANW364$124,4150.01%
495EATON CORP PLCETN375$124,2900.01%
496BERKSHIRE HATHAWAY INC DELBRK-A270$124,2700.01%
497ADOBE INCADBE240$124,2670.01%
498FEDEX CORPFDX453$124,0500.01%
499TRANE TECHNOLOGIES PLCTT318$123,6610.01%
500DANAHER CORPORATION235851102443$123,2490.01%