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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 30, 2025 · Accession 0002001900-25-000013

Total Value
$2.51B
Positions
1,344
Other Managers
7
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8051,715,132$122.5M4.99%
2ISHARES TR464287309873,167$88.7M3.61%
3SPDR S&P 500 ETF TRSPY148,815$87.2M3.55%
4APPLE INCAAPL284,416$71.2M2.90%
5ISHARES TR464287408359,012$68.5M2.79%
6SPDR DOW JONES INDL AVERAGE78467X109159,546$67.9M2.76%
7ISHARES TR464287739701,804$65.3M2.66%
8ISHARES TR46429B747637,852$64.2M2.61%
9SPDR SER TR78464A5081,240,986$63.5M2.58%
10JANUS DETROIT STR TR47103U8451,211,107$61.4M2.50%
11T ROWE PRICE ETF INC87283Q8671,263,294$42.0M1.71%
12INVESCO QQQ TRIVZ80,770$41.3M1.68%
13FIDELITY MERRIMACK STR TR316188309916,117$41.1M1.67%
14VANGUARD INDEX FDS92290836375,876$40.9M1.66%
15MICROSOFT CORPMSFT89,269$37.6M1.53%
16JPMORGAN CHASE & CO.VYLD147,618$35.4M1.44%
17ISHARES TR46432F339180,383$32.1M1.31%
18ISHARES TR464287572316,115$31.9M1.30%
19ISHARES TR464287457371,386$30.4M1.24%
20ISHARES TR46434V613625,866$28.3M1.15%
21PACER FDS TR69374H881498,511$28.2M1.15%
22ISHARES TR46428720046,000$27.1M1.10%
23WISDOMTREE TRWT536,484$27.0M1.10%
24SELECT SECTOR SPDR TR81369Y506300,796$25.8M1.05%
25VANGUARD SCOTTSDALE FDS92206C73095,760$25.5M1.04%
26SELECT SECTOR SPDR TR81369Y860623,605$25.4M1.03%
27VANGUARD INDEX FDS92290876978,899$22.9M0.93%
28SPDR SER TR78464A409246,386$21.7M0.88%
29GLOBAL X FDS37954Y780611,536$21.3M0.87%
30WISDOMTREE TRWT252,023$20.4M0.83%
31AMERICAN CENTY ETF TR025072877210,329$20.3M0.83%
32HONEYWELL INTL INC43851610684,606$19.1M0.78%
33FIRST TR EXCHANGE-TRADED FD33738D101525,144$18.7M0.76%
34VANECK MERK GOLD ETFOUNZ628,147$15.9M0.65%
35FIRST TR EXCHNG TRADED FD VI33740F276804,245$15.7M0.64%
36SCHWAB STRATEGIC TR808524797571,382$15.6M0.64%
37AMPLIFY ETF TR032108409383,679$15.5M0.63%
38J P MORGAN EXCHANGE TRADED F46654Q724239,203$14.8M0.60%
39NEXTERA ENERGY INCNEE-PW199,161$14.3M0.58%
40FIRST TR EXCHANGE TRADED FD33734X846222,466$14.1M0.57%
41VANECK ETF TRUST92189F486544,409$13.9M0.56%
42CHEVRON CORP NEWCVX93,491$13.5M0.55%
43AMAZON COM INCAMZN58,299$12.8M0.52%
44ALPHABET INCGOOG65,368$12.4M0.51%
45ISHARES TR46434V803358,202$12.4M0.51%
46ISHARES TR464288588135,072$12.4M0.50%
47SPDR SER TR78468R853261,447$11.7M0.48%
48ISHARES TR46428772172,289$11.5M0.47%
49NVIDIA CORPORATIONNVDA85,390$11.5M0.47%
50AMERICAN CENTY ETF TR025072349169,568$11.3M0.46%
51VANGUARD MALVERN FDS922020805233,071$11.3M0.46%
52SPDR SER TR78468R663117,732$10.8M0.44%
53EXXON MOBIL CORPXOM97,423$10.5M0.43%
54KINDER MORGAN INC DELEP-PC348,685$9.6M0.39%
55ISHARES TR46435G672190,837$9.5M0.39%
56J P MORGAN EXCHANGE TRADED F46641Q761165,295$9.5M0.39%
57ROYCE MICRO-CAP TR INCRMT968,662$9.4M0.38%
58SPDR SER TR78468R101318,475$9.2M0.38%
59ISHARES TR46428766398,317$9.1M0.37%
60ISHARES TR46429B267435,300$9.1M0.37%
61FIRST TR EXCH TRADED FD III33739P103137,541$9.1M0.37%
62FS KKR CAP CORPFSK401,162$8.7M0.35%
63PROCTER AND GAMBLE CO74271810951,539$8.6M0.35%
64ROYCE SMALL CAP TRUST INCRVT537,859$8.5M0.35%
65VANGUARD SCOTTSDALE FDS92206C870103,815$8.3M0.34%
66ALPHABET INCGOOG43,460$8.2M0.33%
67ISHARES TR46435G326124,580$8.0M0.33%
68VANGUARD SCOTTSDALE FDS92206C68074,773$7.7M0.31%
69FIRST TR EXCHANGE-TRADED FD33739Q705153,347$7.7M0.31%
70ISHARES GOLD TRIAU152,012$7.5M0.31%
71PACER FDS TR69374H667157,532$7.3M0.30%
72FIRST TR EXCHANGE TRADED FD33734X15096,570$7.2M0.29%
73ABBVIE INCABBV40,317$7.2M0.29%
74INVESCO EXCHANGE TRADED FD TIVZ68,314$6.7M0.27%
75INVESCO EXCH TRADED FD TR IIIVZ31,253$6.6M0.27%
76COSTCO WHSL CORP NEW22160K1057,056$6.5M0.26%
77ISHARES TR46428743273,388$6.4M0.26%
78JANUS DETROIT STR TR47103U852141,781$6.3M0.26%
79SCHWAB STRATEGIC TR808524755188,034$6.2M0.25%
80ISHARES TR46428744067,164$6.2M0.25%
81SELECT SECTOR SPDR TR81369Y88680,632$6.1M0.25%
82ISHARES TR46428765527,131$6.0M0.24%
83BERKSHIRE HATHAWAY INC DELBRK-A13,076$5.9M0.24%
84ISHARES TR46428865359,187$5.9M0.24%
85VANGUARD BD INDEX FDS92193783581,199$5.8M0.24%
86INVESCO EXCHANGE TRADED FD TIVZ33,061$5.8M0.24%
87ELI LILLY & COLLY7,455$5.8M0.23%
88BLACKROCK ETF TRUST IIBLK108,192$5.6M0.23%
89J P MORGAN EXCHANGE TRADED F46641Q837111,499$5.6M0.23%
90J P MORGAN EXCHANGE TRADED F46641Q33296,302$5.5M0.23%
91BOEING COBA-PA30,368$5.4M0.22%
92WELLTOWER INCWELL41,687$5.3M0.21%
93ISHARES TR464288620103,577$5.2M0.21%
94VANGUARD SPECIALIZED FUNDS92190884426,517$5.2M0.21%
95ISHARES TR46429B69758,337$5.2M0.21%
96J P MORGAN EXCHANGE TRADED F46654Q60963,152$5.1M0.21%
97ISHARES TR46428852186,701$5.0M0.20%
98FIRST TR EXCHANGE-TRADED FD33733E20329,816$5.0M0.20%
99FIDELITY COVINGTON TRUST31609280826,740$4.9M0.20%
100HOME DEPOT INCHD12,394$4.8M0.20%
101SIMON PPTY GROUP INC NEW82880610927,643$4.8M0.19%
102PROSHARES TR74347B68057,083$4.6M0.19%
103WISDOMTREE TRWT201,323$4.5M0.18%
104GLOBAL X FDS37954Y715140,801$4.5M0.18%
105LATTICE STRATEGIES TR518416102157,371$4.5M0.18%
106ABBOTT LABSABLZF39,006$4.4M0.18%
107SELECT SECTOR SPDR TR81369Y80318,963$4.4M0.18%
108PHILLIPS EDISON & CO INCPECO117,428$4.4M0.18%
109ISHARES TR464287341112,072$4.3M0.17%
110VANGUARD INDEX FDS92290862916,008$4.2M0.17%
111RTX CORPORATIONRTX36,058$4.2M0.17%
112VANGUARD INTL EQUITY INDEX F92204285893,307$4.1M0.17%
113ISHARES U S ETF TR46431W83880,618$4.0M0.16%
114WALMART INCWMT43,887$4.0M0.16%
115PROLOGIS INC.PLDGP37,459$4.0M0.16%
116BLACKROCK ETF TRUSTBLK75,679$3.9M0.16%
117FIDELITY COVINGTON TRUST31609250156,183$3.9M0.16%
118CAPITAL GROUP DIVIDEND VALUE14020W106107,019$3.8M0.15%
119ISHARES TR46428715029,020$3.7M0.15%
120JOHNSON & JOHNSONJNJ24,657$3.6M0.15%
121J P MORGAN EXCHANGE TRADED F46641Q65469,596$3.5M0.14%
122PACER FDS TR69374H85779,039$3.5M0.14%
123APPLE INCAAPL13,890$3.5M0.14%
124FIDELITY COVINGTON TRUST31609270949,166$3.5M0.14%
125ISHARES TR46428887765,705$3.4M0.14%
126ISHARES TR46428780429,633$3.4M0.14%
127ISHARES TR46428888535,102$3.4M0.14%
128MOTOROLA SOLUTIONS INCMSI7,182$3.3M0.14%
129INVESCO EXCH TRADED FD TR IIIVZ24,410$3.3M0.13%
130FRANKLIN RESOURCES INCBEN155,399$3.2M0.13%
131FIDELITY COVINGTON TRUST31609286563,427$3.1M0.13%
132BROADRIDGE FINL SOLUTIONS IN11133T10313,492$3.1M0.12%
133ETF OPPORTUNITIES TRUST26923N678107,704$3.0M0.12%
134ISHARES INC46434G10356,899$3.0M0.12%
135TESLA INCTSLA7,318$3.0M0.12%
136NUVEEN QUALITY MUNCP INCOMENU250,310$2.9M0.12%
137SELECT SECTOR SPDR TR81369Y85229,630$2.9M0.12%
138DOW INCDOW70,508$2.8M0.12%
139AMERICAN HEALTHCARE REIT INCAHR97,584$2.8M0.11%
140FIRST TR EXCHANGE-TRADED FD33738R50646,025$2.7M0.11%
141CATERPILLAR INCCAT7,425$2.7M0.11%
142CME GROUP INCCME11,461$2.7M0.11%
143META PLATFORMS INCMETA4,385$2.6M0.10%
144ADOBE INCADBE5,672$2.5M0.10%
145MARKEL GROUP INCMKL1,442$2.5M0.10%
146BANK AMERICA CORP06050510455,785$2.5M0.10%
147UNITEDHEALTH GROUP INCUNH4,831$2.4M0.10%
148THERMO FISHER SCIENTIFIC INCTMO4,696$2.4M0.10%
149MICROSOFT CORPMSFT5,777$2.4M0.10%
150ISHARES TR46428881040,400$2.4M0.10%
151CISCO SYS INCCSCO38,506$2.3M0.09%
152VANECK ETF TRUST92189F6768,832$2.1M0.09%
153MCDONALDS CORPMCD7,271$2.1M0.09%
154APPLE INCAAPL8,414$2.1M0.09%
155ISHARES TR4642876145,244$2.1M0.09%
156ISHARES TR46435G10224,203$2.1M0.08%
157ISHARES TR46434VBD182,065$2.1M0.08%
158ISHARES TR46435GAA085,026$2.0M0.08%
159ISHARES TR46435UAA985,133$2.0M0.08%
160ZEBRA TECHNOLOGIES CORPORATIZBRA5,221$2.0M0.08%
161INTERNATIONAL BUSINESS MACHSINTR9,134$2.0M0.08%
162NVIDIA CORPORATIONNVDA14,805$2.0M0.08%
163FIRST TR EXCH TRADED FD III33739N10838,838$2.0M0.08%
164ORACLE CORPORCL-PD11,859$2.0M0.08%
165TORO COTORO24,665$2.0M0.08%
166SPDR GOLD TRGLD8,105$2.0M0.08%
167ZOETIS INCZTS11,898$1.9M0.08%
168BROADCOM INCAVGO8,303$1.9M0.08%
169SPDR SER TR78464A47463,534$1.9M0.08%
170CDW CORPCDW10,897$1.9M0.08%
171NIKE INCNKE24,918$1.9M0.08%
172TARGET CORPTGT13,689$1.9M0.08%
173FIDELITY COVINGTON TRUST31609260028,123$1.8M0.07%
174EATON CORP PLCETN5,520$1.8M0.07%
175BROADCOM INCAVGO7,850$1.8M0.07%
176JANUS DETROIT STR TR47103U88636,629$1.8M0.07%
177VISA INCV5,606$1.8M0.07%
178FIDELITY COVINGTON TRUST31609288135,954$1.7M0.07%
179PGIM ETF TR69344A80041,460$1.7M0.07%
180EXTRA SPACE STORAGE INCEXR11,316$1.7M0.07%
181VANECK ETF TRUST92189F6847,460$1.7M0.07%
182PEPSICO INCPEP10,921$1.7M0.07%
183MICRON TECHNOLOGY INCMU19,157$1.6M0.07%
184NUVEEN AMT FREE QLTY MUN INCNU140,534$1.6M0.06%
185GOLDMAN SACHS ETF TRNVGLF13,702$1.6M0.06%
186VERIZON COMMUNICATIONS INCVZ39,324$1.6M0.06%
187ISHARES TR46428828117,592$1.6M0.06%
188ASML HOLDING N VASMLF2,250$1.6M0.06%
189DTE ENERGY CODTK12,853$1.6M0.06%
190VIRTUS DIVIDEND INTEREST & PNFJ119,891$1.5M0.06%
191TEXAS INSTRS INC8825081048,049$1.5M0.06%
192ISHARES TR4642876309,086$1.5M0.06%
193DEERE & CODE3,512$1.5M0.06%
194ISHARES INC46434G76426,670$1.5M0.06%
195CAPITAL GROUP GBL GROWTH EQT14020X10450,503$1.5M0.06%
196ELI LILLY & COLLY1,907$1.5M0.06%
197AMAZON COM INCAMZN6,625$1.5M0.06%
198MICROSOFT CORPMSFT3,441$1.5M0.06%
199FIRST TR EXCHANGE-TRADED FD33733E3025,923$1.4M0.06%
200PACER FDS TR69374H43637,404$1.4M0.06%
201ISHARES TR46428818219,651$1.4M0.06%
202ISHARES TR46434V27449,210$1.4M0.06%
203BROADSTONE NET LEASE INCBNL88,734$1.4M0.06%
204MONOLITHIC PWR SYS INC6098391052,374$1.4M0.06%
205COCA COLA COKO22,300$1.4M0.06%
206SPDR SER TR78464A58115,672$1.4M0.06%
207UNION PAC CORPUNP5,982$1.4M0.06%
208PAYCHEX INCPAYX9,643$1.4M0.06%
209VANGUARD INDEX FDS9229087515,617$1.3M0.05%
210SPDR SER TR78468R60657,496$1.3M0.05%
211ALPHABET INCGOOG6,981$1.3M0.05%
212ISHARES TR46435G25027,170$1.3M0.05%
213INVESCO DB MULTI-SECTOR COMMIVZ63,695$1.2M0.05%
214ISHARES TR46432F3965,776$1.2M0.05%
215AT&T INCT-PC52,173$1.2M0.05%
216TCW ETF TRUST29287L10617,262$1.2M0.05%
217FS CREDIT OPPORTUNITIES CORPFSCO172,163$1.2M0.05%
218AMERICAN EXPRESS COAXP3,932$1.2M0.05%
219SELECT SECTOR SPDR TR81369Y2098,448$1.2M0.05%
220BLACKSTONE INCBX6,625$1.1M0.05%
221BROADCOM INCAVGO4,853$1.1M0.05%
222SPDR INDEX SHS FDS78463X88932,932$1.1M0.05%
223CONOCOPHILLIPSCOP11,312$1.1M0.05%
224FIRST TR EXCHNG TRADED FD VI33740F86223,785$1.1M0.05%
225OREILLY AUTOMOTIVE INC67103H107932$1.1M0.04%
226ISHARES TR46428751510,977$1.1M0.04%
227VANGUARD MUN BD FDS92290774621,893$1.1M0.04%
228ABBVIE INCABBV6,113$1.1M0.04%
229GLOBAL X FDS37954Y65755,499$1.1M0.04%
230AMPHENOL CORP NEW03209510115,520$1.1M0.04%
231ALPHABET INCGOOG5,656$1.1M0.04%
232GE AEROSPACE3696043016,440$1.1M0.04%
233ISHARES TR46435U43239,350$1.0M0.04%
234BLACKROCK DEBT STRATEGIES FDBLK97,195$1.0M0.04%
235COMMERCE BANCSHARES INCCBSH16,610$1.0M0.04%
236ISHARES TR46435U25940,596$1.0M0.04%
237VANGUARD INDEX FDS9229087362,504$1.0M0.04%
238APPLIED MATLS INC0382221056,280$1.0M0.04%
239FIRST TR MORNINGSTAR DIVID L33691710925,067$1.0M0.04%
240INTERNATIONAL BUSINESS MACHSINTR4,575$1.0M0.04%
241META PLATFORMS INCMETA1,711$1.0M0.04%
2423M COMMM7,673$990,5540.04%
243ISHARES TR46434V26630,253$976,5510.04%
244AMERICAN TOWER CORP NEW03027X1005,317$975,1890.04%
245FIRST TR EXCHANGE-TRADED FD33738D70533,242$959,6970.04%
246HP INCHPQ29,323$956,8120.04%
247VANGUARD ADMIRAL FDS INC9219325052,602$952,4590.04%
248BLACKSTONE INCBX5,456$940,7910.04%
249AMERICAN CENTY ETF TR0250728859,527$923,4520.04%
250FIRST TR EXCH TRADED FD III33740J10445,410$912,2870.04%
251DISNEY WALT CO2546871068,182$911,0150.04%
252STRYKER CORPORATIONSYK2,517$906,1410.04%
253ISHARES TR46435G4256,975$898,5520.04%
254ISHARES TR46435U28335,684$897,0950.04%
255GRAYSCALE BITCOIN TRUST ETFGBTC12,103$895,8640.04%
256UNITED PARCEL SERVICE INCUPS7,092$894,3490.04%
257SELECT SECTOR SPDR TR81369Y60518,430$890,7240.04%
258M & T BK CORP55261F1044,712$885,9060.04%
259AMAZON COM INCAMZN4,028$883,7030.04%
260CITIGROUP INCC-PR12,490$879,1920.04%
261PHILIP MORRIS INTL INC7181721097,228$869,8330.04%
262ADVENT CONV & INCOME FD00764C10973,868$869,4240.04%
263ISHARES TR46435U44018,410$858,2670.03%
264VANGUARD INDEX FDS9229085125,288$855,4160.03%
265ARK ETF TR00214Q10415,061$855,0100.03%
266AUTOMATIC DATA PROCESSING INADP2,879$842,7190.03%
267CHEVRON CORP NEWCVX5,803$840,5130.03%
268PRINCIPAL FINANCIAL GROUP INPFG10,813$837,0630.03%
269CONSTELLATION ENERGY CORPCEG3,660$818,8060.03%
270PALO ALTO NETWORKS INCPANW4,488$816,6360.03%
271REALTY INCOME CORPO15,281$816,1660.03%
272CITIGROUP INCC-PR11,546$812,6940.03%
273PACER FDS TR69374H87327,744$809,8470.03%
274JPMORGAN CHASE & CO.VYLD3,378$809,7160.03%
275INTEL CORPINTC39,592$793,8290.03%
276FIRST TR EXCHNG TRADED FD VI33740F74816,720$793,0300.03%
277KNIGHT-SWIFT TRANSN HLDGS IN49904910414,951$793,0010.03%
278BP PLCBPPFF26,618$786,8240.03%
279QUALCOMM INCQCOM5,087$781,5320.03%
280TESLA INCTSLA1,933$780,6230.03%
281ARES CAPITAL CORPARCC35,644$780,2520.03%
282CAPITAL GROUP GROWTH ETF14020G10120,958$779,0090.03%
283US BANCORP DELUSB-PS16,174$773,6240.03%
284SYSCO CORPSYY10,114$773,2910.03%
285ISHARES TR46428750712,349$769,4680.03%
286VANGUARD TAX-MANAGED FDS92194385816,077$768,7880.03%
287ENTERPRISE PRODS PARTNERS L29379210724,512$768,6850.03%
288JPMORGAN CHASE & CO.VYLD3,165$758,6850.03%
289BLACKROCK N Y MUN INCOME TRUBLK73,933$753,3810.03%
290WISDOMTREE TRWT14,697$749,1060.03%
291CAPITAL ONE FINL CORP14040H1054,198$748,6480.03%
292TAIWAN SEMICONDUCTOR MFG LTD8740391003,741$738,7780.03%
293MERCK & CO INCMRK7,386$734,7400.03%
294VANGUARD WORLD FD92204A5042,894$734,0700.03%
295VANGUARD INDEX FDS9229087444,293$726,7590.03%
296NVIDIA CORPORATIONNVDA5,334$716,3400.03%
297WILLIAMS SONOMA INCWSM3,841$711,3400.03%
298ISHARES TR4642872426,503$694,7540.03%
299SCHWAB CHARLES CORPSCHW-PJ9,242$684,0160.03%
300FIRST TR EXCH TRADED FD III33739P83034,284$680,1860.03%
301ISHARES TR4642871766,326$673,9970.03%
302KINDER MORGAN INC DELEP-PC24,450$669,9310.03%
303VISA INCV2,117$668,9670.03%
304GENERAL DYNAMICS CORPGD2,530$666,5310.03%
305ALLIANT ENERGY CORPLNT11,262$666,0170.03%
306HEWLETT PACKARD ENTERPRISE CHPE-PC30,904$659,8050.03%
307ONEOK INC NEWOKE6,454$648,0110.03%
308ISHARES TR4642884146,038$643,3820.03%
309CISCO SYS INCCSCO10,746$636,1690.03%
310ISHARES TR46434V62110,333$633,8010.03%
311VANGUARD WORLD FD92204A7021,017$632,5280.03%
312ALTRIA GROUP INCMO12,004$627,7120.03%
313SOUTHERN COSOMN7,607$626,1750.03%
314EA SERIES TRUST02072L4099,721$623,4080.03%
315PIMCO ETF TR72201R8336,193$621,3810.03%
316PROCTER AND GAMBLE CO7427181093,695$619,4320.03%
317ALPHABET INCGOOG3,226$614,3140.03%
318VANGUARD WORLD FD9219108161,755$602,7770.02%
319TEXAS INSTRS INC8825081043,184$597,0290.02%
320HOME DEPOT INCHD1,524$592,6520.02%
321PHILIP MORRIS INTL INC7181721094,915$591,5020.02%
322EVERSOURCE ENERGYES10,164$583,7020.02%
323SPDR SER TR78464A75510,241$581,1770.02%
324PGIM HIGH YIELD BOND FUND INISD42,135$576,4060.02%
325MCDONALDS CORPMCD1,987$576,0570.02%
326DUKE ENERGY CORP NEWDUKB5,261$566,8570.02%
327FIDELITY COVINGTON TRUST31609285720,815$562,4200.02%
328VANGUARD BD INDEX FDS9219378277,274$562,0340.02%
329DUKE ENERGY CORP NEWDUKB5,210$561,2860.02%
330ISHARES TR4642875983,019$558,8670.02%
331VANGUARD WHITEHALL FDS9219464064,358$556,0230.02%
332VANGUARD INDEX FDS9229087691,912$554,2090.02%
333EXELON CORPEXC14,715$553,8870.02%
334DT MIDSTREAM INCDTM5,548$551,6640.02%
335MEDTRONIC PLCMDT6,893$550,6450.02%
336QUEST DIAGNOSTICS INCDGX3,611$544,6920.02%
337WEC ENERGY GROUP INCWEC5,779$543,4660.02%
338QUALCOMM INCQCOM3,529$542,1720.02%
339ARES CAPITAL CORPARCC24,670$540,0280.02%
340TAIWAN SEMICONDUCTOR MFG LTD8740391002,734$539,9730.02%
341TRANE TECHNOLOGIES PLCTT1,459$538,8910.02%
342STARBUCKS CORPSBUX5,902$538,5460.02%
343PLAINS GP HLDGS L PPAGP29,291$538,3730.02%
344ONEOK INC NEWOKE5,354$537,5690.02%
345FIRST TR EXCHANGE-TRADED FD33741X10214,972$536,7490.02%
346AMGEN INCAMGN2,058$536,4360.02%
347FIRST TR EXCHNG TRADED FD VI33740F80512,474$536,0060.02%
348PGIM ETF TR69344A10710,768$533,5530.02%
349PHILIP MORRIS INTL INC7181721094,422$532,2270.02%
350AMEREN CORPAEE5,967$531,8850.02%
351FIRST TR EXCHANGE TRADED FD33734X83844,222$531,8090.02%
352SPDR SER TR78464A7064,014$529,9100.02%
353CHUBB LIMITEDCB1,901$525,1980.02%
354VANGUARD WHITEHALL FDS9219467947,687$521,7680.02%
355WISDOMTREE TRWT6,211$519,1230.02%
356VANGUARD INDEX FDS9229086112,615$518,1440.02%
357DAVIS FUNDAMENTAL ETF TR23908L30614,180$514,8760.02%
358FIDELITY NATL INFORMATION SV31620M1066,358$513,5380.02%
359GE VERNOVA INCGEV1,552$510,4990.02%
360CISCO SYS INCCSCO8,619$510,2730.02%
361TJX COS INC NEW8725401094,192$506,3910.02%
362INNOVATOR ETFS TRUSTINHD12,171$501,0800.02%
363TRANE TECHNOLOGIES PLCTT1,356$500,8520.02%
364RTX CORPORATIONRTX4,322$500,1460.02%
365FIRST TR EXCHANGE-TRADED FD33738R1186,358$498,8840.02%
366ISHARES TR4642872265,119$495,9870.02%
367BRISTOL-MYERS SQUIBB COCELG-RI8,676$490,6950.02%
368DISNEY WALT CO2546871064,393$489,1170.02%
369BLACKROCK MUNI INCOME TR IIBLK46,385$487,5070.02%
370FIRST TR EXCHANGE TRAD FD VI33739H10120,360$487,2150.02%
371CSX CORPCSX15,021$484,7210.02%
372LOWES COS INC5486611071,961$483,9590.02%
373FIRST TR NASDAQ 100 TECH IND3373451022,559$481,8860.02%
374BANK NEW YORK MELLON CORP0640581006,255$480,5610.02%
375ISHARES TR4642874656,333$478,8180.02%
376FIRST TR EXCHANGE-TRADED FD33739Q80419,424$476,0820.02%
377SPDR SER TR78464A64919,050$476,0630.02%
378AMERICAN CENTY ETF TR0250722326,532$472,7210.02%
379UNILEVER PLCUNLYF8,332$472,4370.02%
380T-MOBILE US INCTMUSZ2,130$470,1220.02%
381BERKSHIRE HATHAWAY INC DELBRK-A1,030$466,8780.02%
382BERKSHIRE HATHAWAY INC DELBRK-A1,030$466,8780.02%
383FIRST TR EXCHANGE TRADED FD33737A1083,900$465,4260.02%
384XCEL ENERGY INCXELLL6,830$461,1900.02%
385THERMO FISHER SCIENTIFIC INCTMO878$456,5560.02%
386BROOKFIELD CORP11271J1077,935$455,8400.02%
387ELEVANCE HEALTH INCELV1,230$453,7470.02%
388PNC FINL SVCS GROUP INC6934751052,346$452,4750.02%
389SALESFORCE INCCRM1,351$451,7760.02%
390PALANTIR TECHNOLOGIES INCPLTR5,970$451,5110.02%
391AIR PRODS & CHEMS INCAIIR1,554$450,7980.02%
392ISHARES TR4642885964,397$449,4400.02%
393TYSON FOODS INCTSN7,797$447,8750.02%
394INVESCO EXCH TRADED FD TR IIIVZ18,953$447,4750.02%
395ISHARES TR4642878794,068$441,8380.02%
396MASTERCARD INCORPORATEDMA835$439,7840.02%
397NETFLIX INCNFLX493$439,4210.02%
398MEDTRONIC PLCMDT5,458$435,9470.02%
399VANGUARD INDEX FDS9229085534,894$435,9220.02%
400INVESCO EXCHANGE TRADED FD TIVZ3,768$433,7750.02%
401ISHARES TR4642876221,345$433,3050.02%
402ENBRIDGE INCENNPF10,051$426,4720.02%
403HONEYWELL INTL INC4385161061,881$424,9410.02%
404MICROSOFT CORPMSFT1,000$421,5000.02%
405FIRST TR EXCHNG TRADED FD VI33740U10920,344$420,7080.02%
406FLOWERS FOODS INCFLO20,327$419,9630.02%
407UNITEDHEALTH GROUP INCUNH827$418,3100.02%
408ISHARES TR46432F8425,934$417,0090.02%
409WELLS FARGO CO NEW9497461015,900$414,3870.02%
410WALMART INCWMT4,580$413,7670.02%
411ISHARES TR4642885135,252$413,0960.02%
412GILEAD SCIENCES INCGILD4,464$412,3850.02%
413ISHARES TR46435U7138,845$409,4360.02%
414LOCKHEED MARTIN CORPLMT834$405,3160.02%
415METLIFE INCMET-PF4,940$404,4740.02%
416MASTERCARD INCORPORATEDMA763$401,7950.02%
417BOOKING HOLDINGS INCBKNG80$399,5800.02%
418CATERPILLAR INCCAT1,094$396,8820.02%
419NVIDIA CORPORATIONNVDA2,950$396,0970.02%
420UNITED PARCEL SERVICE INCUPS3,113$392,5260.02%
421AMERIPRISE FINL INC03076C106734$390,8230.02%
422JOHNSON & JOHNSONJNJ2,693$389,4190.02%
423DAVIS FUNDAMENTAL ETF TR23908L10810,220$389,2800.02%
424FIRST TR EXCHANGE-TRADED FD33733E1044,423$388,4280.02%
425DIMENSIONAL ETF TRUST25434V70811,227$388,3360.02%
426APPLE INCAAPL1,548$387,6500.02%
427MICROSOFT CORPMSFT912$384,5140.02%
428INVESCO EXCH TRADED FD TR IIIVZ8,395$384,1720.02%
429NETFLIX INCNFLX429$382,2290.02%
430FRANKLIN TEMPLETON ETF TRFGDL6,518$382,2160.02%
431EDISON INTL2810201074,748$379,0410.02%
432INVESCO DB MULTI-SECTOR COMMIVZ14,182$377,1090.02%
433THE CIGNA GROUP1255231001,355$374,2940.02%
434SPDR SER TR78464A37511,364$372,2920.02%
435ARMSTRONG WORLD INDS INC NEW04247X1022,604$368,0230.01%
436FIRST TR EXCHANGE TRADED FD33734X1686,471$367,6180.01%
437INTUITIVE SURGICAL INCISRG701$365,8940.01%
438AT&T INCT-PC16,056$365,5920.01%
439EVERGY INCEVRG5,900$363,1550.01%
440BROOKFIELD RENEWABLE CORPBEPC13,128$363,1170.01%
441ONE GAS INCOGS5,243$363,0780.01%
442SMUCKER J M CO8326964053,285$361,7940.01%
443VANECK ETF TRUST92189F6433,899$361,5630.01%
444FIRST TR LRGE CP CORE ALPHA33734K1093,444$359,1780.01%
445VANGUARD WORLD FD92204A4053,034$358,2340.01%
446SCHWAB STRATEGIC TR80852467215,406$356,1870.01%
447BITWISE BITCOIN ETF TRBITB6,888$350,2550.01%
448TJX COS INC NEW8725401092,859$345,3900.01%
449ISHARES TR46432F8345,169$341,8780.01%
450WEST PHARMACEUTICAL SVSC INC9553061051,042$341,3430.01%
451ISHARES TR4642877883,081$340,6650.01%
452PIMCO ETF TR72201R8173,537$336,4090.01%
453SPDR SER TR78468R5233,363$333,4110.01%
454CALAMOS STRATEGIC TOTAL RETUCSQ18,768$332,3810.01%
455OTTER TAIL CORPOTTR4,488$331,4000.01%
456VANGUARD WORLD FD92204A108881$330,7660.01%
457BLACKROCK INCBLK322$330,4720.01%
458SPDR SER TR78468R7887,617$329,3720.01%
459FIDELITY COVINGTON TRUST31609A40411,947$328,9040.01%
460WISDOMTREE TRWT4,223$328,4960.01%
461OCCIDENTAL PETE CORP6745991056,494$320,8690.01%
462PPG INDS INC6935061072,686$320,8070.01%
463EXXON MOBIL CORPXOM2,980$320,5940.01%
464PIEDMONT OFFICE REALTY TR INPDM34,999$320,2410.01%
465WP CAREY INC92936U1095,868$319,6860.01%
466SSGA ACTIVE ETF TR78467V6087,654$319,4040.01%
467AUTOZONE INCAZO99$316,9980.01%
468UNITEDHEALTH GROUP INCUNH619$313,3430.01%
469CRH PLCCRH3,363$311,1450.01%
470GOLDMAN SACHS GROUP INCGSCE543$310,9320.01%
471FIRST TR EXCHNG TRADED FD VI33740F8476,500$310,8300.01%
472DICKS SPORTING GOODS INC2533931021,357$310,5460.01%
473FEDEX CORPFDX1,100$309,5150.01%
474APPLE INCAAPL1,229$307,8150.01%
475AMPLIFY ETF TR0321086644,104$305,7170.01%
476INVESCO EXCHANGE TRADED FD TIVZ2,831$304,6440.01%
477PROGRESSIVE CORP7433151031,257$301,2040.01%
478ISHARES TR46432F8424,280$300,8330.01%
479PFIZER INCPFE11,323$300,3970.01%
480J P MORGAN EXCHANGE TRADED F46641Q2095,605$300,1790.01%
481TARGET CORPTGT2,199$297,3130.01%
482KIMBERLY-CLARK CORPKMB2,265$296,8180.01%
483CHIPOTLE MEXICAN GRILL INCCMG4,883$294,4450.01%
484VANGUARD SCOTTSDALE FDS92206C7065,072$294,2040.01%
485APA CORPORATIONAPA12,707$293,4130.01%
486BRISTOL-MYERS SQUIBB COCELG-RI5,146$291,0450.01%
487VANGUARD WORLD FD92204A6031,138$289,5510.01%
488COMCAST CORP NEWCCZ7,714$289,4940.01%
489INGREDION INCINGR2,100$288,9030.01%
490CURTISS WRIGHT CORPCW814$288,8640.01%
491COHEN & STEERS REIT & PFD &19247X10013,720$286,7480.01%
492FIRST TR EXCHNG TRADED FD VI33740F8547,220$286,4900.01%
493MASCO CORPMAS3,946$286,3610.01%
494MERCK & CO INCMRK2,854$283,8710.01%
495AMERICAN ELEC PWR CO INC0255371013,070$283,1280.01%
496SPDR SER TR78464A7632,139$282,6140.01%
497ISHARES BITCOIN TRUST ETFIBIT5,288$280,5280.01%
498MICROSOFT CORPMSFT662$279,0430.01%
499WATSCO INCWSO-B589$279,0230.01%
500CLEAN HARBORS INCCLH1,202$276,6280.01%