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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 Q2 2025 · Filed June 2, 2025 · Accession 0002001900-25-000019

Total Value
$3.12B
Positions
1,871
Other Managers
10
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8051,694,099$115.2M3.82%
2SPDR S&P 500 ETF TRSPY186,017$104.1M3.45%
3ISHARES TR4642873091,102,628$102.4M3.40%
4JANUS DETROIT STR TR47103U8451,898,122$96.3M3.19%
5SPDR DOW JONES INDL AVERAGE78467X109207,110$87.0M2.89%
6VANGUARD INDEX FDS922908769284,104$78.1M2.59%
7APPLE INCAAPL318,668$70.8M2.35%
8SPDR SER TR78464A5081,305,585$66.7M2.21%
9ISHARES TR46429B747621,840$64.3M2.14%
10SPDR SER TR78468R663691,741$63.5M2.11%
11FIDELITY MERRIMACK STR TR3161883091,303,175$59.5M1.97%
12ISHARES TR46432F339302,348$51.7M1.71%
13PACER FDS TR69374H881900,094$49.3M1.64%
14MICROSOFT CORPMSFT125,000$46.9M1.56%
15T ROWE PRICE ETF INC87283Q8671,263,756$40.8M1.35%
16INVESCO QQQ TRIVZ86,544$40.6M1.35%
17VANGUARD INDEX FDS92290836377,349$39.8M1.32%
18JPMORGAN CHASE & CO.VYLD149,842$36.8M1.22%
19ISHARES TR46428720058,408$32.8M1.09%
20ISHARES TR464287457392,218$32.4M1.08%
21ISHARES TR46434V613704,164$32.4M1.08%
22ISHARES TR464287572316,812$30.5M1.01%
23SELECT SECTOR SPDR TR81369Y506316,607$29.6M0.98%
24WISDOMTREE TRWT512,187$25.8M0.86%
25SELECT SECTOR SPDR TR81369Y860613,294$25.7M0.85%
26VANGUARD SCOTTSDALE FDS92206C73096,328$24.5M0.81%
27ISHARES TR46434V274773,168$23.8M0.79%
28VANGUARD INDEX FDS92290863791,650$23.6M0.78%
29SPDR SER TR78464A409276,609$22.2M0.74%
30HONEYWELL INTL INC438516106102,897$21.8M0.72%
31BERKSHIRE HATHAWAY INC DELBRK-A40,226$21.4M0.71%
32VANGUARD TAX-MANAGED FDS921943858419,075$21.3M0.71%
33GLOBAL X FDS37954Y780638,708$21.0M0.70%
34WISDOMTREE TRWT259,109$20.7M0.69%
35FIRST TR EXCHANGE-TRADED FD33738D101522,473$19.6M0.65%
36CAPITAL GROUP DIVIDEND VALUE14020W106546,957$19.5M0.65%
37PUTNAM ETF TRUST746729300511,520$19.5M0.65%
38VANECK MERK GOLD ETFOUNZ629,301$19.0M0.63%
39AMERICAN CENTY ETF TR025072877212,743$18.5M0.62%
40SPDR SER TR78464A474584,070$17.6M0.58%
41CHEVRON CORP NEWCVX102,557$17.2M0.57%
42PACER FDS TR69374H857454,645$17.0M0.57%
43FIRST TR EXCHNG TRADED FD VI33740F276828,273$16.8M0.56%
44JANUS DETROIT STR TR47103U852368,754$16.7M0.55%
45VANGUARD SCOTTSDALE FDS92206C706270,287$16.1M0.53%
46AMPLIFY ETF TR032108409389,775$15.9M0.53%
47ISHARES TR46434V456382,220$15.2M0.50%
48NEXTERA ENERGY INCNEE-PW209,915$14.9M0.49%
49J P MORGAN EXCHANGE TRADED F46654Q724243,630$14.5M0.48%
50VANECK ETF TRUST92189F486567,369$14.5M0.48%
51ISHARES TR464288588154,517$14.5M0.48%
52ISHARES TR464287150116,362$14.2M0.47%
53FIRST TR EXCHANGE TRADED FD33734X846224,951$14.2M0.47%
54ISHARES TR46434V282241,441$14.0M0.46%
55ISHARES TR46429B267570,828$13.1M0.44%
56EXXON MOBIL CORPXOM109,043$13.0M0.43%
57AMAZON COM INCAMZN66,359$12.6M0.42%
58ISHARES TR464287226123,334$12.2M0.40%
59ISHARES TR46435G326185,791$12.2M0.40%
60NVIDIA CORPORATIONNVDA110,871$12.0M0.40%
61ISHARES TR46434V803321,105$11.7M0.39%
62ISHARES TR46434V266340,606$11.5M0.38%
63ALPHABET INCGOOG72,976$11.4M0.38%
64AMERICAN CENTY ETF TR025072349173,215$11.3M0.37%
65ISHARES TR46428772180,419$11.3M0.37%
66J P MORGAN EXCHANGE TRADED F46641Q761198,057$11.2M0.37%
67SPDR SER TR78468R853262,893$10.7M0.36%
68GLOBAL X FDS37954Y657557,594$10.6M0.35%
69SPDR SER TR78468R101362,861$10.6M0.35%
70PACER FDS TR69374H873327,914$10.3M0.34%
71ISHARES GOLD TRIAU174,051$10.3M0.34%
72VANGUARD SCOTTSDALE FDS92206C680110,035$10.2M0.34%
73PROCTER AND GAMBLE CO74271810958,994$10.1M0.33%
74KINDER MORGAN INC DELEP-PC349,125$10.0M0.33%
75VANGUARD SPECIALIZED FUNDS92190884447,549$9.2M0.31%
76ISHARES TR46428766399,495$9.2M0.30%
77ROYCE MICRO-CAP TR INCRMT1,074,754$9.1M0.30%
78J P MORGAN EXCHANGE TRADED F46641Q670192,483$9.1M0.30%
79ABBVIE INCABBV41,487$8.7M0.29%
80ISHARES TR46428865382,668$8.6M0.28%
81FIRST TR EXCHANGE-TRADED FD33739Q705166,877$8.4M0.28%
82FS KKR CAP CORPFSK400,976$8.4M0.28%
83FIRST TR EXCH TRADED FD III33739P103128,862$8.3M0.27%
84HARTFORD FDS EXCHANGE TRADED41653L875238,940$8.3M0.27%
85INVESCO EXCHANGE TRADED FD TIVZ85,576$7.8M0.26%
86ROYCE SMALL CAP TRUST INCRVT540,330$7.7M0.26%
87ALPHABET INCGOOG48,232$7.5M0.25%
88ISHARES TR46432F84298,360$7.4M0.25%
89ISHARES TR46428744077,726$7.4M0.25%
90ISHARES TR46435G672139,830$7.0M0.23%
91PACER FDS TR69374H667159,019$7.0M0.23%
92SELECT SECTOR SPDR TR81369Y88687,508$6.9M0.23%
93COSTCO WHSL CORP NEW22160K1057,225$6.8M0.23%
94ISHARES TR464288620146,451$6.8M0.22%
95FIRST TR EXCHANGE TRADED FD33734X15096,486$6.7M0.22%
96ISHARES INC464286533114,663$6.7M0.22%
97ISHARES TR46428765532,274$6.4M0.21%
98BOEING COBA-PA37,347$6.4M0.21%
99BLACKROCK ETF TRUST IIBLK121,269$6.4M0.21%
100ISHARES INC46434G103120,649$6.3M0.21%
101INVESCO EXCH TRADED FD TR IIIVZ31,478$6.1M0.20%
102VANGUARD INTL EQUITY INDEX F922042858133,471$6.0M0.20%
103ELI LILLY & COLLY7,235$6.0M0.20%
104J P MORGAN EXCHANGE TRADED F46641Q332103,799$5.9M0.20%
105J P MORGAN EXCHANGE TRADED F46641Q837115,703$5.9M0.19%
106VANGUARD INTL EQUITY INDEX F92204277595,625$5.8M0.19%
107ISHARES TR46429B69760,066$5.6M0.19%
108VANGUARD BD INDEX FDS92193783576,166$5.6M0.19%
109INVESCO EXCHANGE TRADED FD TIVZ32,189$5.6M0.19%
110WELLTOWER INCWELL36,394$5.6M0.19%
111SCHWAB STRATEGIC TR808524102253,045$5.4M0.18%
112SCHWAB STRATEGIC TR808524797193,238$5.4M0.18%
113ABBOTT LABSABLZF39,385$5.2M0.17%
114BLACKROCK ETF TRUSTBLK105,431$5.1M0.17%
115WISDOMTREE TRWT62,514$5.1M0.17%
116FIRST TR EXCHANGE-TRADED FD33733E20330,123$5.1M0.17%
117ISHARES INC46434G889108,539$5.1M0.17%
118ISHARES TR46428740826,149$5.0M0.17%
119SCHWAB STRATEGIC TR808524805249,313$4.9M0.16%
120RTX CORPORATIONRTX37,173$4.9M0.16%
121ISHARES TR46428852184,607$4.9M0.16%
122SIMON PPTY GROUP INC NEW82880610929,145$4.8M0.16%
123VANECK ETF TRUST92189F64354,166$4.8M0.16%
124PROSHARES TR74347B68058,991$4.8M0.16%
125ISHARES TR464287341113,046$4.8M0.16%
126ISHARES TR46428743251,930$4.7M0.16%
127FRANKLIN RESOURCES INCBEN245,048$4.7M0.16%
128LATTICE STRATEGIES TR518416102151,233$4.7M0.16%
129VANGUARD INDEX FDS92290862918,844$4.7M0.16%
130HOME DEPOT INCHD12,748$4.7M0.16%
131ISHARES U S ETF TR46431W83892,037$4.6M0.15%
132J P MORGAN EXCHANGE TRADED F46654Q60962,424$4.6M0.15%
133WALMART INCWMT50,693$4.5M0.15%
134WISDOMTREE TRWT198,633$4.4M0.15%
135FIDELITY COVINGTON TRUST31609280827,122$4.4M0.15%
136PHILLIPS EDISON & CO INCPECO118,141$4.3M0.14%
137VANGUARD WHITEHALL FDS92194681050,838$4.2M0.14%
138ISHARES TR46428887770,593$4.2M0.14%
139GLOBAL X FDS37954Y715140,760$4.0M0.13%
140FIDELITY COVINGTON TRUST31609250157,334$4.0M0.13%
141PROLOGIS INC.PLDGP34,081$3.8M0.13%
142CISCO SYS INCCSCO61,211$3.8M0.13%
143VANGUARD INDEX FDS92290875116,978$3.8M0.12%
144SCHWAB STRATEGIC TR808524672147,635$3.7M0.12%
145ISHARES TR46428780434,806$3.6M0.12%
146SPDR INDEX SHS FDS78463X88997,874$3.6M0.12%
147J P MORGAN EXCHANGE TRADED F46641Q65469,075$3.5M0.12%
148JOHNSON & JOHNSONJNJ20,997$3.5M0.12%
149ISHARES TR46428773935,926$3.4M0.11%
150AMERICAN CENTY ETF TR02507270351,731$3.4M0.11%
151ADOBE INCADBE8,921$3.4M0.11%
152APPLE INCAAPL15,376$3.4M0.11%
153ELEMENT SOLUTIONS INCESI151,032$3.4M0.11%
154FIDELITY COVINGTON TRUST31609270949,798$3.4M0.11%
155ISHARES TR46434V29054,449$3.4M0.11%
156BROADRIDGE FINL SOLUTIONS IN11133T10313,739$3.3M0.11%
157MOTOROLA SOLUTIONS INCMSI7,551$3.3M0.11%
158FIDELITY COVINGTON TRUST31609286564,787$3.3M0.11%
159INVESCO EXCHANGE TRADED FD TIVZ32,279$3.2M0.11%
160FIRST TR EXCHANGE TRADED FD33738R50653,281$3.1M0.10%
161CME GROUP INCCME11,704$3.1M0.10%
162SCHWAB STRATEGIC TR80852474885,106$3.1M0.10%
163TESLA INCTSLA11,791$3.1M0.10%
164SELECT SECTOR SPDR TR81369Y85231,058$3.0M0.10%
165ISHARES TR46434VBD1119,022$3.0M0.10%
166ISHARES TR46435UAA9123,725$3.0M0.10%
167ISHARES TR46435GAA0123,480$3.0M0.10%
168SPDR GOLD TRGLD10,214$2.9M0.10%
169ISHARES TR46428888529,088$2.9M0.10%
170AMERICAN HEALTHCARE REIT INCAHR95,821$2.9M0.10%
171ELI LILLY & COLLY3,477$2.9M0.10%
172CATERPILLAR INCCAT8,590$2.8M0.09%
173UNITEDHEALTH GROUP INCUNH5,365$2.8M0.09%
174INVESCO EXCHANGE TRADED FD TIVZ26,804$2.8M0.09%
175ORACLE CORPORCL-PD20,069$2.8M0.09%
176NUVEEN QUALITY MUNCP INCOMENU243,519$2.8M0.09%
177MARKEL GROUP INCMKL1,471$2.8M0.09%
178MICROSOFT CORPMSFT6,965$2.6M0.09%
179NVIDIA CORPORATIONNVDA23,687$2.6M0.09%
180ISHARES TR46435G43361,769$2.6M0.08%
181META PLATFORMS INCMETA4,425$2.6M0.08%
182INTERNATIONAL BUSINESS MACHSINTR10,197$2.5M0.08%
183DIMENSIONAL ETF TRUST25434V50042,355$2.5M0.08%
184PEPSICO INCPEP16,588$2.5M0.08%
185ISHARES TR46428881041,258$2.5M0.08%
186THERMO FISHER SCIENTIFIC INCTMO4,971$2.5M0.08%
187ISHARES TR46428746529,583$2.4M0.08%
188ISHARES TR46428828125,760$2.3M0.08%
189BANK AMERICA CORP06050510455,674$2.3M0.08%
190CAMBRIA ETF TR13206130084,596$2.3M0.08%
191APPLIED MATLS INC03822210515,523$2.3M0.07%
192SPDR SER TR78464A85434,194$2.2M0.07%
193PACER FDS TR69374H70959,442$2.2M0.07%
194MCDONALDS CORPMCD6,752$2.1M0.07%
195ZOETIS INCZTS12,709$2.1M0.07%
196FIRST TR EXCH TRADED FD III33739N10840,885$2.1M0.07%
197VANECK ETF TRUST92189F6769,715$2.1M0.07%
198MICROSOFT CORPMSFT5,407$2.0M0.07%
199ISHARES TR46435G10224,253$2.0M0.07%
200VISA INCV5,752$2.0M0.07%
201PACER FDS TR69374H43653,832$2.0M0.07%
202FIDELITY COVINGTON TRUST31609260028,526$1.9M0.06%
203COCA COLA COKO26,974$1.9M0.06%
204BROADSTONE NET LEASE INCBNL112,340$1.9M0.06%
205ISHARES TR46428787919,530$1.9M0.06%
206CDW CORPCDW11,863$1.9M0.06%
207TORO COTORO26,120$1.9M0.06%
208ISHARES TR4642876145,241$1.9M0.06%
209SPDR SER TR78468R60679,080$1.9M0.06%
210ISHARES INC46434G76433,575$1.8M0.06%
211EXTRA SPACE STORAGE INCEXR12,354$1.8M0.06%
212JANUS DETROIT STR TR47103U88637,023$1.8M0.06%
213VERIZON COMMUNICATIONS INCVZ39,438$1.8M0.06%
214FIDELITY COVINGTON TRUST31609288136,465$1.8M0.06%
215ASML HOLDING N VASMLF2,650$1.8M0.06%
216TEXAS INSTRS INC8825081049,771$1.8M0.06%
217DTE ENERGY CODTK12,696$1.8M0.06%
218AMAZON COM INCAMZN9,169$1.7M0.06%
219PGIM ETF TR69344A80041,601$1.7M0.06%
220ISHARES TR46428770514,482$1.7M0.06%
221NIKE INCNKE26,831$1.7M0.06%
222VANECK ETF TRUST92189F6847,542$1.7M0.06%
223GE AEROSPACE3696043018,468$1.7M0.06%
224DOW INCDOW48,392$1.7M0.06%
225MONOLITHIC PWR SYS INC6098391052,837$1.6M0.05%
226ISHARES TR46428818222,234$1.6M0.05%
227DEERE & CODE3,464$1.6M0.05%
228EATON CORP PLCETN5,971$1.6M0.05%
229ISHARES TR4642871015,962$1.6M0.05%
230LINCOLN ELEC HLDGS INC5339001068,532$1.6M0.05%
231BERKSHIRE HATHAWAY INC DELBRK-A2$1.6M0.05%
232AT&T INCT-PC55,895$1.6M0.05%
233MICRON TECHNOLOGY INCMU18,087$1.6M0.05%
234ZEBRA TECHNOLOGIES CORPORATIZBRA5,521$1.6M0.05%
235ISHARES TR46432F3967,654$1.5M0.05%
236APPLE INCAAPL6,853$1.5M0.05%
237BROADCOM INCAVGO9,065$1.5M0.05%
238VANGUARD MUN BD FDS92290774630,552$1.5M0.05%
239INVESCO EXCH TRADED FD TR IIIVZ44,988$1.5M0.05%
240PAYCHEX INCPAYX9,677$1.5M0.05%
241INVESCO DB MULTI-SECTOR COMMIVZ77,505$1.5M0.05%
242ISHARES TR4642876309,827$1.5M0.05%
243NUVEEN AMT FREE QLTY MUN INCNU132,166$1.5M0.05%
244VIRTUS DIVIDEND INTEREST & PNFJ121,962$1.5M0.05%
245AMERICAN CENTY ETF TR02507223220,611$1.5M0.05%
246UBER TECHNOLOGIES INCUBER20,020$1.5M0.05%
247ISHARES TR46435G42511,853$1.4M0.05%
248INTEL CORPINTC63,624$1.4M0.05%
249GOLDMAN SACHS ETF TRNVGLF13,054$1.4M0.05%
250CAPITAL GROUP GBL GROWTH EQT14020X10449,810$1.4M0.05%
251PGIM ETF TR69344A10727,764$1.4M0.05%
252SCHWAB STRATEGIC TR80852473044,520$1.4M0.05%
253CONOCOPHILLIPSCOP13,037$1.4M0.05%
254ISHARES TR46435G25028,836$1.4M0.05%
255META PLATFORMS INCMETA2,333$1.3M0.04%
256PALANTIR TECHNOLOGIES INCPLTR15,919$1.3M0.04%
257ALPHABET INCGOOG8,652$1.3M0.04%
258OREILLY AUTOMOTIVE INC67103H107933$1.3M0.04%
259HP INCHPQ48,207$1.3M0.04%
260FIRST TR EXCHANGE-TRADED FD33733E3026,002$1.3M0.04%
261ISHARES TR46436E75919,646$1.3M0.04%
262SPDR SER TR78464A58115,689$1.3M0.04%
263SCHWAB STRATEGIC TR80852475535,591$1.3M0.04%
264ABBVIE INCABBV6,102$1.3M0.04%
265MICROSOFT CORPMSFT3,375$1.3M0.04%
266MERCK & CO INCMRK14,061$1.3M0.04%
267AMERICAN CENTY ETF TR02507288513,581$1.3M0.04%
268SCHWAB STRATEGIC TR80852420156,517$1.2M0.04%
269SELECT SECTOR SPDR TR81369Y8035,891$1.2M0.04%
270FS CREDIT OPPORTUNITIES CORPFSCO168,728$1.2M0.04%
271FIRST TR MORNINGSTAR DIVID L33691710926,983$1.2M0.04%
272SCHWAB STRATEGIC TR80852477149,143$1.2M0.04%
273SELECT SECTOR SPDR TR81369Y2097,841$1.1M0.04%
274TCW ETF TRUST29287L10617,238$1.1M0.04%
275ISHARES TR46428841410,467$1.1M0.04%
276AMPHENOL CORP NEW03209510116,776$1.1M0.04%
277CAPITAL GROUP GROWTH ETF14020G10131,771$1.1M0.04%
278ISHARES TR46428751512,091$1.1M0.04%
2793M COMMM7,319$1.1M0.04%
280APPLE INCAAPL4,817$1.1M0.04%
281FIRST TR EXCHNG TRADED FD VI33740F86223,499$1.1M0.04%
282PHILIP MORRIS INTL INC7181721096,700$1.1M0.04%
283VISA INCV3,017$1.1M0.04%
284AMERICAN EXPRESS COAXP3,922$1.1M0.04%
285CITIGROUP INCC-PR14,845$1.1M0.03%
286LOCKHEED MARTIN CORPLMT2,356$1.1M0.03%
287BLACKROCK DEBT STRATEGIES FDBLK99,627$1.0M0.03%
288STRYKER CORPORATIONSYK2,791$1.0M0.03%
289UNION PAC CORPUNP4,358$1.0M0.03%
290COMMERCE BANCSHARES INCCBSH16,456$1.0M0.03%
291ALPHABET INCGOOG6,588$1.0M0.03%
292SAP SESAPGF3,781$1.0M0.03%
293VANGUARD INDEX FDS9229087362,710$1.0M0.03%
294VISA INCV2,853$999,7870.03%
295JOHNSON & JOHNSONJNJ6,026$999,3520.03%
296MICROSOFT CORPMSFT2,655$996,6810.03%
297ISHARES TR46435U43236,880$986,5410.03%
298BLACKSTONE INCBX7,049$985,3670.03%
299CHEVRON CORP NEWCVX5,865$981,2220.03%
300ISHARES TR46435U25938,052$972,6120.03%
301VANGUARD ADMIRAL FDS INC9219325052,888$965,8220.03%
302BROADCOM INCAVGO5,703$954,7780.03%
303DISNEY WALT CO2546871069,661$953,5490.03%
304SELECT SECTOR SPDR TR81369Y60518,781$935,4850.03%
305INTERNATIONAL BUSINESS MACHSINTR3,760$934,9730.03%
306VANGUARD BD INDEX FDS92193782711,764$920,8650.03%
307ISHARES TR46428750715,658$913,6370.03%
308PHILIP MORRIS INTL INC7181721095,658$898,0780.03%
309NVIDIA CORPORATIONNVDA8,265$895,7610.03%
310VANGUARD INDEX FDS9229085125,579$895,6570.03%
311JOHNSON & JOHNSONJNJ5,387$893,3800.03%
312CONSTELLATION ENERGY CORPCEG4,356$878,2760.03%
313BP PLCBPPFF25,706$868,5920.03%
314PRINCIPAL FINANCIAL GROUP INPFG10,245$864,3490.03%
315FIRST TR EXCHANGE TRADED FD33737A1087,600$859,7880.03%
316ALPHABET INCGOOG5,489$857,5720.03%
317ISHARES TR46435U28333,855$855,8510.03%
318ADVENT CONV & INCOME FD00764C10973,347$845,6860.03%
319BROADCOM INCAVGO5,039$843,7290.03%
320M & T BK CORP55261F1044,673$835,3460.03%
321META PLATFORMS INCMETA1,444$832,2640.03%
322REALTY INCOME CORPO14,282$828,5190.03%
323AMERICAN TOWER CORP NEW03027X1003,801$827,1780.03%
324CANADIAN PACIFIC KANSAS CITYCP11,779$827,0360.03%
325AMGEN INCAMGN2,643$823,5560.03%
326UNITED PARCEL SERVICE INCUPS7,462$820,7770.03%
327JPMORGAN CHASE & CO.VYLD3,333$817,6490.03%
328CITIGROUP INCC-PR11,480$814,9930.03%
329ISHARES TR46435U44017,189$814,0630.03%
330ARES CAPITAL CORPARCC36,336$805,2050.03%
331GRAYSCALE BITCOIN TRUST ETFGBTC12,313$802,4380.03%
332VANGUARD INDEX FDS9229087444,589$792,7600.03%
333CAPITAL ONE FINL CORP14040H1054,386$786,4940.03%
334EXELON CORPEXC16,973$782,1020.03%
335SYSCO CORPSYY10,390$779,6790.03%
336AMERICAN CENTY ETF TR02507280211,121$775,5620.03%
337PHILIP MORRIS INTL INC7181721094,885$775,4090.03%
338FIRST TR EXCH TRADED FD III33740J10438,400$771,6400.03%
339US BANCORP DELUSB-PS18,227$769,5560.03%
340FIRST TR EXCHNG TRADED FD VI33740F74816,506$762,2240.03%
341CISCO SYS INCCSCO12,322$760,3630.03%
342JPMORGAN CHASE & CO.VYLD3,056$749,7520.02%
343HARTFORD INSURANCE GROUP INCHIG-PG6,041$747,4530.02%
344BLACKSTONE INCBX5,339$746,2270.02%
345PALO ALTO NETWORKS INCPANW4,357$743,4780.02%
346FIRST TR EXCHANGE-TRADED FD33738D70524,151$740,7620.02%
347ISHARES TR4642876892,330$740,2470.02%
348AMAZON COM INCAMZN3,883$738,7800.02%
349PFIZER INCPFE28,896$732,2170.02%
350WISDOMTREE TRWT14,705$729,6650.02%
351ISHARES TR46434V62111,785$728,0950.02%
352ALLIANT ENERGY CORPLNT11,271$725,3090.02%
353VANGUARD WORLD FD92204A5042,709$717,0730.02%
354ALTRIA GROUP INCMO11,828$709,8870.02%
355ISHARES TR46434V31616,493$706,2130.02%
356STARBUCKS CORPSBUX7,173$703,6320.02%
357CAPITAL GRP FIXED INCM ETF T14020Y20126,230$703,4810.02%
358KINDER MORGAN INC DELEP-PC24,576$701,1650.02%
359GENERAL DYNAMICS CORPGD2,570$700,4000.02%
360ISHARES TR4642876222,280$699,3670.02%
361CISCO SYS INCCSCO11,305$697,6320.02%
362VANGUARD WHITEHALL FDS9219464065,403$696,7250.02%
363MASTERCARD INCORPORATEDMA1,268$694,7790.02%
364NETFLIX INCNFLX737$687,2750.02%
365TESLA INCTSLA2,646$685,7370.02%
366VANGUARD WORLD FD92204A7021,249$677,4740.02%
367QUALCOMM INCQCOM4,376$672,2120.02%
368ISHARES TR46436E76714,342$669,3350.02%
369ENTERPRISE PRODS PARTNERS L29379210719,520$666,4240.02%
370HEWLETT PACKARD ENTERPRISE CHPE-PC42,611$657,4910.02%
371CISCO SYS INCCSCO10,644$656,8240.02%
372ISHARES TR4642871765,883$653,5730.02%
373T-MOBILE US INCTMUSZ2,448$653,0260.02%
374THE CIGNA GROUP1255231001,977$650,5650.02%
375AUTOMATIC DATA PROCESSING INADP2,125$649,0980.02%
376ONEOK INC NEWOKE6,512$646,1160.02%
377TAIWAN SEMICONDUCTOR MFG LTD8740391003,860$640,7600.02%
378ABBVIE INCABBV3,054$639,8970.02%
379PLAINS GP HLDGS L PPAGP29,816$636,8650.02%
380EVERSOURCE ENERGYES10,241$636,0740.02%
381DUKE ENERGY CORP NEWDUKB5,205$634,8440.02%
382GE VERNOVA INCGEV2,053$626,7440.02%
383FIRST TR EXCH TRADED FD III33739P83031,468$625,2730.02%
384PROCTER AND GAMBLE CO7427181093,651$622,1740.02%
385FIRST TR EXCHANGE-TRADED FD33739Q80423,798$619,9380.02%
386TAIWAN SEMICONDUCTOR MFG LTD8740391003,719$617,4180.02%
387AMAZON COM INCAMZN3,243$617,0130.02%
388VANGUARD INDEX FDS9229085536,798$615,5220.02%
389PIMCO ETF TR72201R8336,101$613,8690.02%
390PGIM HIGH YIELD BOND FUND INISD43,025$613,1130.02%
391WIPRO LTDWIT200,016$612,0490.02%
392BLACKROCK N Y MUN INCOME TRUBLK60,134$611,5630.02%
393QUEST DIAGNOSTICS INCDGX3,613$611,3650.02%
394MCDONALDS CORPMCD1,950$609,0020.02%
395BERKSHIRE HATHAWAY INC DELBRK-A1,140$607,1410.02%
396VANGUARD WHITEHALL FDS9219467948,181$602,8360.02%
397AMEREN CORPAEE5,966$598,9960.02%
398PAYCHEX INCPAYX3,857$595,0560.02%
399JOHNSON & JOHNSONJNJ3,580$593,7830.02%
400WILLIAMS SONOMA INCWSM3,756$593,7590.02%
401FIDELITY COVINGTON TRUST31609285721,605$593,4880.02%
402ARK ETF TR00214Q10412,380$589,0430.02%
403SPDR SER TR78464A75510,479$586,7190.02%
404FIRST TR EXCHANGE TRADED FD33734X83844,222$585,4990.02%
405NVIDIA CORPORATIONNVDA5,391$584,3070.02%
406WELLS FARGO CO NEW9497461018,041$577,2700.02%
407TEXAS INSTRS INC8825081043,208$576,3920.02%
408ISHARES TR4642875983,055$574,8450.02%
409MEDTRONIC PLCMDT6,387$573,9790.02%
410COLGATE PALMOLIVE COCL6,117$573,1630.02%
411CHUBB LIMITEDCB1,897$572,9160.02%
412SPDR SER TR78464A7064,096$572,5510.02%
413RTX CORPORATIONRTX4,321$572,3340.02%
414ISHARES TR4642881585,417$571,9850.02%
415ARK 21SHARES BITCOIN ETFARKB6,891$566,4400.02%
416FIRST TR EXCHANGE-TRADED FD33741X10216,651$557,7950.02%
417ARES CAPITAL CORPARCC25,016$554,3620.02%
418PNC FINL SVCS GROUP INC6934751053,150$553,7400.02%
419CHEVRON CORP NEWCVX3,275$547,8670.02%
420BERKSHIRE HATHAWAY INC DELBRK-A1,026$546,4270.02%
421QUALCOMM INCQCOM3,548$544,9890.02%
422FIRST TR EXCHNG TRADED FD VI33740F80512,327$540,4040.02%
423VANGUARD WORLD FD9219108161,736$536,1050.02%
424ELEVANCE HEALTH INCELV1,230$535,0010.02%
425BRISTOL-MYERS SQUIBB COCELG-RI8,724$532,1000.02%
426CHURCH & DWIGHT CO INCCHD4,825$531,1840.02%
427VANGUARD INDEX FDS9229086112,849$530,6810.02%
428MEDTRONIC PLCMDT5,874$527,8520.02%
429DT MIDSTREAM INCDTM5,468$527,5870.02%
430EA SERIES TRUST02072L4098,869$526,8190.02%
431FIRST TR EXCHANGE TRAD FD VI33739H10120,635$526,6050.02%
432WEC ENERGY GROUP INCWEC4,831$526,5300.02%
433LOWES COS INC5486611072,257$526,4790.02%
434ISHARES TR46428723412,021$525,3330.02%
435SOUTHERN COSOMN5,685$522,7640.02%
436DUKE ENERGY CORP NEWDUKB4,283$522,3690.02%
437VANGUARD INDEX FDS9229087691,897$521,4030.02%
438ACCENTURE PLC IRELANDACN1,655$516,4260.02%
439ABBOTT LABSABLZF3,859$511,8960.02%
440TJX COS INC NEW8725401094,193$510,7340.02%
441ISHARES TR46435G5166,229$508,8470.02%
442ADVANCED MICRO DEVICES INCAMD4,950$508,5630.02%
443TYSON FOODS INCTSN7,951$507,3400.02%
444BANK NEW YORK MELLON CORP0640581006,012$504,2450.02%
445HOME DEPOT INCHD1,372$502,7910.02%
446KROGER COKR7,419$502,1920.02%
447UNILEVER PLCUNLYF8,396$499,9560.02%
448FIRST TR EXCHANGE TRADED FD33738R1186,778$498,9260.02%
449WISDOMTREE TRWT10,056$497,9590.02%
450ALPHABET INCGOOG3,187$497,9020.02%
451SPDR SER TR78468R5234,995$496,9270.02%
452XCEL ENERGY INCXELLL6,979$494,0380.02%
453WP CAREY INC92936U1097,812$492,9900.02%
454TRANE TECHNOLOGIES PLCTT1,459$491,5630.02%
455INNOVATOR ETFS TRUSTINHD12,171$489,1520.02%
456HENRY JACK & ASSOC INC4262811012,677$488,8200.02%
457CUMMINS INCCMI1,557$488,0260.02%
458JOHNSON & JOHNSONJNJ2,926$485,2230.02%
459GRAINGER W W INC384802104490$484,0370.02%
460FIRST TR EXCHNG TRADED FD VI33740F51612,785$481,6110.02%
461FIDELITY NATL INFORMATION SV31620M1066,442$481,0910.02%
462EXXON MOBIL CORPXOM4,042$480,7500.02%
463ENBRIDGE INCENNPF10,792$478,2010.02%
464CSX CORPCSX16,182$476,2430.02%
465BRISTOL-MYERS SQUIBB COCELG-RI7,753$472,8690.02%
466WALMART INCWMT5,378$472,1350.02%
467NOVARTIS AGNVSEF4,184$466,4320.02%
468WILLIAMS SONOMA INCWSM2,940$464,8140.02%
469TRANE TECHNOLOGIES PLCTT1,373$462,6320.02%
470NETFLIX INCNFLX495$461,4490.02%
471INTERNATIONAL BUSINESS MACHSINTR1,843$458,2800.02%
472ISHARES TR4642885964,374$455,4950.02%
473TJX COS INC NEW8725401093,734$454,7750.02%
474THERMO FISHER SCIENTIFIC INCTMO913$454,4090.02%
475SCHWAB STRATEGIC TR80852470616,461$453,8330.02%
476VANGUARD WORLD FD92204A4053,793$453,1610.02%
477ELI LILLY & COLLY547$451,7730.01%
478SALESFORCE INCCRM1,677$450,1660.01%
479BLACKROCK MUNI INCOME TR IIBLK43,271$449,5820.01%
480UNITED PARCEL SERVICE INCUPS4,044$444,7630.01%
481SPDR SER TR78464A67215,443$441,3610.01%
482J P MORGAN EXCHANGE TRADED F46654Q7816,907$439,7000.01%
483AT&T INCT-PC15,377$434,8680.01%
484VANGUARD STAR FDS9219097686,912$429,2210.01%
485INVESCO EXCHANGE TRADED FD TIVZ3,771$424,8680.01%
486DISNEY WALT CO2546871064,296$424,0500.01%
487FIRST TR EXCHNG TRADED FD VI33740U10920,022$423,2650.01%
488TELEFONICA BRASIL SAVIV48,524$423,1290.01%
489GEN DIGITAL INCGENVR15,853$420,7390.01%
490BROOKFIELD CORP11271J1077,935$415,8530.01%
491WISDOMTREE TRWT5,214$413,8350.01%
492INVESCO DB MULTI-SECTOR COMMIVZ15,661$412,5210.01%
493WALMART INCWMT4,692$411,9410.01%
494AUTOZONE INCAZO108$411,7800.01%
495DIMENSIONAL ETF TRUST25434V6097,940$408,8310.01%
496FIRST TR NASDAQ 100 TECH IND3373451022,340$406,2030.01%
497MCKESSON CORPMCK603$405,8320.01%
498SHELL PLCRYDAF5,506$403,4670.01%
499WASTE MGMT INC DEL94106L1091,736$401,8720.01%
500AMERICAN ELEC PWR CO INC0255371013,675$401,5710.01%