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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 Q3 2025 · Filed November 12, 2025 · Accession 0002001900-25-000022

Total Value
$4.06B
Positions
2,246
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ229,110$126.4M3.24%
2SPDR SERIES TRUST78464A8051,598,090$119.7M3.07%
3ISHARES TR4642873091,082,488$119.2M3.06%
4JANUS DETROIT STR TR47103U8452,266,906$115.0M2.95%
5VANGUARD INDEX FDS922908769292,890$89.0M2.28%
6SPDR S&P 500 ETF TRSPY136,985$84.6M2.17%
7APPLE INCAAPL366,606$75.2M1.93%
8ISHARES TR464287200119,730$74.3M1.91%
9ISHARES TR464287465727,362$65.0M1.67%
10FIDELITY MERRIMACK STR TR3161883091,406,274$64.3M1.65%
11ISHARES TR4642872341,303,030$62.9M1.61%
12ISHARES TR46429B747610,687$62.8M1.61%
13MICROSOFT CORPMSFT126,339$62.8M1.61%
14ISHARES TR46432F339320,492$58.6M1.50%
15T ROWE PRICE ETF INC87283Q8671,278,309$45.1M1.16%
16PACER FDS TR69374H881798,243$44.0M1.13%
17VANGUARD INDEX FDS92290836377,263$43.9M1.13%
18SPDR SERIES TRUST78464A508836,146$43.8M1.12%
19JPMORGAN CHASE & CO.VYLD148,364$43.0M1.10%
20ISHARES TR464287408219,741$42.9M1.10%
21ISHARES TR464287457464,346$38.5M0.99%
22JANUS DETROIT STR TR47103U852852,962$38.4M0.99%
23J P MORGAN EXCHANGE TRADED F46641Q670812,241$38.2M0.98%
24VICTORY PORTFOLIOS II92647X8301,012,112$35.8M0.92%
25ISHARES TR464287572316,630$34.1M0.88%
26BERKSHIRE HATHAWAY INC DELBRK-A62,992$30.6M0.78%
27VANGUARD INDEX FDS922908744166,815$29.5M0.76%
28SPDR SERIES TRUST78468R101996,307$29.2M0.75%
29SELECT SECTOR SPDR TR81369Y506340,435$28.9M0.74%
30ISHARES TR46434V613594,148$27.5M0.70%
31VANGUARD SCOTTSDALE FDS92206C73097,276$27.3M0.70%
32SPDR SERIES TRUST78464A854366,659$26.7M0.68%
33ISHARES TR46434V274775,951$26.6M0.68%
34HONEYWELL INTL INC438516106112,700$26.2M0.67%
35ISHARES TR464288679236,051$26.1M0.67%
36GLOBAL X FDS37954Y780685,653$25.9M0.66%
37VANGUARD INDEX FDS92290863788,315$25.2M0.65%
38PUTNAM ETF TRUST746729300617,908$24.9M0.64%
39WISDOMTREE TRWT295,679$24.8M0.63%
40CAPITAL GROUP DIVIDEND VALUE14020W106613,081$24.2M0.62%
41WISDOMTREE TRWT478,865$24.1M0.62%
42VANGUARD TAX-MANAGED FDS921943858409,267$23.3M0.60%
43ISHARES TR464287242211,312$23.2M0.59%
44ISHARES TR464288653216,030$21.9M0.56%
45SPDR SERIES TRUST78464A474703,632$21.2M0.54%
46INVESCO EXCHANGE TRADED FD TIVZ1,008,078$20.7M0.53%
47AMERICAN CENTY ETF TR025072877221,080$20.1M0.52%
48ISHARES TR46434V282307,221$19.7M0.51%
49NVIDIA CORPORATIONNVDA123,216$19.5M0.50%
50SPDR SERIES TRUST78464A409203,548$19.4M0.50%
51SELECT SECTOR SPDR TR81369Y860468,214$19.4M0.50%
52FIRST TR EXCHANGE-TRADED FD33738D101516,593$19.4M0.50%
53VANECK MERK GOLD ETFOUNZ601,453$19.2M0.49%
54ISHARES TR464287150139,683$18.9M0.48%
55PACER FDS TR69374H857470,649$18.7M0.48%
56FIRST TR EXCHANGE TRADED FD33734X846245,053$18.5M0.47%
57ISHARES TR46434V456399,422$17.3M0.44%
58AMAZON COM INCAMZN78,598$17.2M0.44%
59DIMENSIONAL ETF TRUST25434V773570,984$17.0M0.44%
60NEXTERA ENERGY INCNEE-PW240,002$16.7M0.43%
61SPDR SERIES TRUST78468R663179,191$16.4M0.42%
62FIRST TR EXCHNG TRADED FD VI33740F276814,854$16.1M0.41%
63ISHARES TR464287440166,609$16.0M0.41%
64AMPLIFY ETF TR032108409374,253$15.9M0.41%
65INVESCO EXCH TRADED FD TR IIIVZ69,065$15.7M0.40%
66ISHARES TR46435G326202,909$15.4M0.40%
67CHEVRON CORP NEWCVX107,377$15.4M0.39%
68ISHARES TR464288620295,801$15.2M0.39%
69ISHARES TR464288588157,088$14.7M0.38%
70ALPHABET INCGOOG81,796$14.5M0.37%
71VANGUARD SCOTTSDALE FDS92206C706237,314$14.2M0.36%
72J P MORGAN EXCHANGE TRADED F46641Q761229,690$13.8M0.35%
73ISHARES TR464287804126,119$13.8M0.35%
74J P MORGAN EXCHANGE TRADED F46654Q575272,786$13.7M0.35%
75SELECT SECTOR SPDR TR81369Y80352,901$13.4M0.34%
76ISHARES TR46429B267581,327$13.4M0.34%
77ISHARES TR46434V266340,583$13.2M0.34%
78FIRST TR EXCHNG TRADED FD VI33740F649441,852$13.0M0.33%
79ISHARES TR464287226130,373$12.9M0.33%
80ISHARES TR46435G672243,137$12.4M0.32%
81AMERICAN CENTY ETF TR025072604178,495$12.2M0.31%
82ISHARES INC46434G103203,374$12.2M0.31%
83FIRST TR EXCHANGE-TRADED FD33734H106269,124$12.0M0.31%
84ISHARES TR46434V803314,760$11.9M0.31%
85EXXON MOBIL CORPXOM109,126$11.8M0.30%
86SPDR SERIES TRUST78468R853276,107$11.8M0.30%
87HARTFORD FDS EXCHANGE TRADED41653L875334,659$11.7M0.30%
88AMERICAN CENTY ETF TR025072349167,764$11.4M0.29%
89PACER FDS TR69374H873335,184$11.4M0.29%
90ISHARES TR464287663117,380$11.1M0.28%
91ISHARES GOLD TRIAU169,157$10.5M0.27%
92KINDER MORGAN INC DELEP-PC349,330$10.3M0.26%
93FIDELITY COVINGTON TRUST316092501137,539$10.2M0.26%
94INVESCO EXCH TRADED FD TR IIIVZ198,724$10.2M0.26%
95VANGUARD SPECIALIZED FUNDS92190884449,571$10.1M0.26%
96ROYCE MICRO-CAP TR INCRMT1,095,569$10.1M0.26%
97ALPHABET INCGOOG56,800$10.0M0.26%
98AIM ETF PRODUCTS TRUST00888H828284,405$10.0M0.26%
99ISHARES TR464288638176,686$9.4M0.24%
100GLOBAL X FDS37954Y715278,607$9.1M0.23%
101PROCTER AND GAMBLE CO74271810955,372$8.8M0.23%
102FIRST TR EXCHANGE-TRADED FD33739Q705178,014$8.7M0.22%
103ISHARES TR46432F842104,535$8.7M0.22%
104FIDELITY COVINGTON TRUST316092600134,650$8.6M0.22%
105SELECT SECTOR SPDR TR81369Y886105,248$8.6M0.22%
106INVESCO EXCH TRD SLF IDX FDIVZ518,421$8.6M0.22%
107INVESCO EXCHANGE TRADED FD TIVZ85,796$8.4M0.22%
108FRANKLIN RESOURCES INCBEN342,939$8.2M0.21%
109FIRST TR EXCHANGE TRADED FD33737A10858,705$8.2M0.21%
110FS KKR CAP CORPFSK392,476$8.1M0.21%
111ABBVIE INCABBV43,564$8.1M0.21%
112AMERICAN CENTY ETF TR025072703106,261$7.9M0.20%
113ISHARES TR46432F834101,714$7.9M0.20%
114BOEING COBA-PA37,058$7.8M0.20%
115ROYCE SMALL CAP TRUST INCRVT514,049$7.7M0.20%
116INVESCO EXCH TRD SLF IDX FDIVZ355,560$7.7M0.20%
117COSTCO WHSL CORP NEW22160K1057,728$7.7M0.20%
118PACER FDS TR69374H667152,444$7.5M0.19%
119VANGUARD STAR FDS921909768108,252$7.5M0.19%
120ISHARES TR46428765534,639$7.5M0.19%
121VANGUARD INDEX FDS92290855382,258$7.3M0.19%
122ISHARES INC464286533113,862$7.2M0.18%
123FIRST TR EXCHANGE TRADED FD33734X15095,393$7.1M0.18%
124ISHARES TR46435U853187,583$7.0M0.18%
125SCHWAB STRATEGIC TR808524102290,609$6.9M0.18%
126ISHARES TR464288877107,712$6.8M0.18%
127FIRST TR EXCHANGE-TRADED FD33733E20342,030$6.8M0.17%
128INVESCO EXCH TRD SLF IDX FDIVZ326,771$6.8M0.17%
129VANGUARD INTL EQUITY INDEX F922042858136,469$6.7M0.17%
130VANGUARD INTL EQUITY INDEX F92204277599,904$6.7M0.17%
131BLACKROCK ETF TRUST IIBLK123,172$6.5M0.17%
132INVESCO EXCH TRD SLF IDX FDIVZ298,864$6.3M0.16%
133PROSHARES TR74347X83175,699$6.3M0.16%
134SCHWAB STRATEGIC TR808524797231,050$6.1M0.16%
135INVESCO EXCHANGE TRADED FD TIVZ33,590$6.1M0.16%
136INVESCO EXCH TRD SLF IDX FDIVZ295,401$6.1M0.16%
137ELI LILLY & COLLY7,734$6.0M0.15%
138BLACKROCK ETF TRUSTBLK110,298$6.0M0.15%
139ABBOTT LABSABLZF43,661$5.9M0.15%
140INVESCO EXCH TRD SLF IDX FDIVZ346,069$5.8M0.15%
141RTX CORPORATIONRTX39,313$5.7M0.15%
142WISDOMTREE TRWT65,876$5.7M0.15%
143J P MORGAN EXCHANGE TRADED F46641Q837111,027$5.6M0.14%
144ISHARES INC46434G889107,905$5.6M0.14%
145ISHARES TR46429B69759,699$5.6M0.14%
146SCHWAB STRATEGIC TR808524805253,525$5.6M0.14%
147FIDELITY COVINGTON TRUST31609280828,208$5.6M0.14%
148J P MORGAN EXCHANGE TRADED F46654Q60963,207$5.4M0.14%
149TESLA INCTSLA16,988$5.4M0.14%
150VANGUARD BD INDEX FDS92193783572,989$5.4M0.14%
151WALMART INCWMT54,791$5.4M0.14%
152ISHARES TR464287341133,283$5.2M0.13%
153SPDR GOLD TRGLD17,102$5.2M0.13%
154ISHARES TR46428773954,813$5.2M0.13%
155VANECK ETF TRUST92189F64355,057$5.2M0.13%
156PROSHARES TR74347B68063,232$5.2M0.13%
157ISHARES TR46435G51657,244$5.1M0.13%
158INVESCO EXCH TRD SLF IDX FDIVZ261,595$5.1M0.13%
159DIMENSIONAL ETF TRUST25434V732171,995$5.1M0.13%
160INVESCO EXCH TRD SLF IDX FDIVZ223,347$5.1M0.13%
161SIMON PPTY GROUP INC NEW82880610931,320$5.0M0.13%
162META PLATFORMS INCMETA6,808$5.0M0.13%
163HOME DEPOT INCHD12,974$4.8M0.12%
164ISHARES TR46428743253,733$4.7M0.12%
165FIRST TR EXCHANGE-TRADED FD33733B10043,309$4.7M0.12%
166ISHARES U S ETF TR46431W83892,567$4.7M0.12%
167MICROSOFT CORPMSFT9,328$4.6M0.12%
168ISHARES TR46434V29068,006$4.6M0.12%
169VANGUARD WHITEHALL FDS92194681050,786$4.6M0.12%
170ISHARES TR46428852179,746$4.5M0.12%
171TEXAS INSTRS INC88250810421,595$4.5M0.11%
172BERKSHIRE HATHAWAY INC DELBRK-A6$4.4M0.11%
173ORACLE CORPORCL-PD19,700$4.3M0.11%
174ISHARES TR46428756470,317$4.3M0.11%
175WISDOMTREE TRWT189,633$4.2M0.11%
176VANGUARD INDEX FDS92290875117,767$4.2M0.11%
177CISCO SYS INCCSCO60,621$4.2M0.11%
178J P MORGAN EXCHANGE TRADED F46641Q33273,490$4.2M0.11%
179FIDELITY COVINGTON TRUST31609270952,981$4.1M0.11%
180PHILLIPS EDISON & CO INCPECO116,089$4.1M0.10%
181ISHARES TR46435UAA9165,900$4.0M0.10%
182ISHARES TR46434VBD1159,673$4.0M0.10%
183ISHARES TR46435GAA0165,711$4.0M0.10%
184SCHWAB STRATEGIC TR808524672145,186$4.0M0.10%
185SPDR INDEX SHS FDS78463X88997,998$4.0M0.10%
186HARTFORD FDS EXCHANGE TRADED41653L859148,630$3.8M0.10%
187ISHARES TR46428880229,994$3.8M0.10%
188ISHARES TR46428717633,894$3.7M0.10%
189SCHWAB STRATEGIC TR80852474886,762$3.6M0.09%
190PROLOGIS INC.PLDGP33,711$3.5M0.09%
191FIRST TR EXCHANGE TRADED FD33738R50656,241$3.5M0.09%
192INVESCO EXCHANGE TRADED FD TIVZ32,689$3.5M0.09%
193ADOBE INCADBE9,053$3.5M0.09%
194INVESCO EXCHANGE TRADED FD TIVZ31,864$3.5M0.09%
195ISHARES TR46428772120,003$3.5M0.09%
196VANGUARD INDEX FDS92290862912,367$3.5M0.09%
197SPDR SERIES TRUST78468R606145,311$3.5M0.09%
198VANGUARD MUN BD FDS92290774670,250$3.4M0.09%
199FIDELITY COVINGTON TRUST31609286565,200$3.4M0.09%
200ELEMENT SOLUTIONS INCESI151,032$3.4M0.09%
201INVESCO EXCH TRADED FD TR IIIVZ25,287$3.4M0.09%
202NVIDIA CORPORATIONNVDA21,385$3.4M0.09%
203SELECT SECTOR SPDR TR81369Y85231,101$3.4M0.09%
204INTERNATIONAL BUSINESS MACHSINTR11,433$3.4M0.09%
205BROADRIDGE FINL SOLUTIONS IN11133T10313,770$3.3M0.09%
206JOHNSON & JOHNSONJNJ21,783$3.3M0.09%
207LATTICE STRATEGIES TR51841610297,087$3.3M0.08%
208CATERPILLAR INCCAT8,501$3.3M0.08%
209ISHARES TR46428888529,094$3.3M0.08%
210CME GROUP INCCME11,738$3.2M0.08%
211MOTOROLA SOLUTIONS INCMSI7,527$3.2M0.08%
212AMERICAN HEALTHCARE REIT INCAHR86,061$3.2M0.08%
213ISHARES TR46428866126,547$3.2M0.08%
214INVESCO EXCHANGE TRADED FD TIVZ74,160$3.1M0.08%
215J P MORGAN EXCHANGE TRADED F46641Q65461,452$3.1M0.08%
216DIMENSIONAL ETF TRUST25434V50049,093$3.1M0.08%
217AMPLIFY ETF TR03210855751,652$3.0M0.08%
218MARKEL GROUP INCMKL1,492$3.0M0.08%
219DIREXION SHS ETF TR25459W86217,140$3.0M0.08%
220APPLE INCAAPL14,303$2.9M0.08%
221AIM ETF PRODUCTS TRUST00888H78691,161$2.9M0.07%
222PACER FDS TR69374H43673,767$2.9M0.07%
223BANK AMERICA CORP06050510459,228$2.8M0.07%
224VANECK ETF TRUST92189F67610,044$2.8M0.07%
225ISHARES TR4642871019,165$2.8M0.07%
226ISHARES TR46435G43365,633$2.8M0.07%
227MICROSOFT CORPMSFT5,483$2.7M0.07%
228BLACKROCK ETF TRUSTBLK76,247$2.7M0.07%
229ELI LILLY & COLLY3,477$2.7M0.07%
230AMERICAN CENTY ETF TR02507288526,782$2.7M0.07%
231ISHARES TR46428881042,913$2.7M0.07%
232APPLIED MATLS INC03822210514,600$2.7M0.07%
233AIM ETF PRODUCTS TRUST00888H70370,197$2.7M0.07%
234ISHARES TR46428712730,777$2.6M0.07%
235NUVEEN QUALITY MUNCP INCOMENU231,929$2.6M0.07%
236ISHARES TR4642876146,149$2.6M0.07%
237ISHARES TR46428828128,101$2.6M0.07%
238ISHARES TR46428857020,960$2.4M0.06%
239CAMBRIA ETF TR13206130082,873$2.4M0.06%
240DIREXION SHS ETF TR25459Y69414,183$2.4M0.06%
241DIREXION SHS ETF TR25459W10224,358$2.3M0.06%
242CAPITAL GRP FIXED INCM ETF T14020Y20185,094$2.3M0.06%
243BROADCOM INCAVGO8,129$2.2M0.06%
244MICRON TECHNOLOGY INCMU18,156$2.2M0.06%
245EATON CORP PLCETN6,267$2.2M0.06%
246SPDR DOW JONES INDL AVERAGE78467X1095,019$2.2M0.06%
247PEPSICO INCPEP16,547$2.2M0.06%
248MONOLITHIC PWR SYS INC6098391052,973$2.2M0.06%
249CDW CORPCDW12,158$2.2M0.06%
250ASML HOLDING N VASMLF2,695$2.2M0.06%
251INVESCO EXCHANGE TRADED FD TIVZ53,092$2.2M0.06%
252GE AEROSPACE3696043018,230$2.1M0.05%
253PACER FDS TR69374H70955,468$2.1M0.05%
254THERMO FISHER SCIENTIFIC INCTMO5,180$2.1M0.05%
255FIRST TR EXCH TRADED FD III33739N10841,822$2.1M0.05%
256VISA INCV5,809$2.1M0.05%
257ZOETIS INCZTS13,015$2.0M0.05%
258PALANTIR TECHNOLOGIES INCPLTR14,730$2.0M0.05%
259MORGAN STANLEY ETF TRUSTMS-PQ30,302$2.0M0.05%
260NIKE INCNKE27,593$2.0M0.05%
261AMAZON COM INCAMZN8,841$1.9M0.05%
262META PLATFORMS INCMETA2,614$1.9M0.05%
263NUSHARES ETF TRNU47,120$1.9M0.05%
264COCA COLA COKO27,047$1.9M0.05%
265PGIM ETF TR69344A10737,673$1.9M0.05%
266EXTRA SPACE STORAGE INCEXR12,636$1.9M0.05%
267MCDONALDS CORPMCD6,357$1.9M0.05%
268VANECK ETF TRUST92189F6847,717$1.8M0.05%
269ISHARES TR46432F3967,620$1.8M0.05%
270INVESCO EXCH TRADED FD TR IIIVZ46,987$1.8M0.05%
271LINCOLN ELEC HLDGS INC5339001068,812$1.8M0.05%
272UBER TECHNOLOGIES INCUBER19,289$1.8M0.05%
273AT&T INCT-PC61,231$1.8M0.05%
274GOLDMAN SACHS ETF TRNVGLF14,568$1.8M0.05%
275UNITEDHEALTH GROUP INCUNH5,643$1.8M0.05%
276NVIDIA CORPORATIONNVDA11,141$1.8M0.05%
277FIRST TR EXCHANGE-TRADED FD33733E3026,531$1.8M0.05%
278ISHARES TR46428818221,256$1.8M0.05%
279SOUTHERN COSOMN19,102$1.8M0.04%
280JANUS DETROIT STR TR47103U88635,582$1.8M0.04%
281DTE ENERGY CODTK13,180$1.7M0.04%
282DEERE & CODE3,401$1.7M0.04%
283ZEBRA TECHNOLOGIES CORPORATIZBRA5,593$1.7M0.04%
284MICROSOFT CORPMSFT3,461$1.7M0.04%
285TCW ETF TRUST29287L10623,329$1.7M0.04%
286BROADCOM INCAVGO6,146$1.7M0.04%
287VANECK ETF TRUST92189F48666,439$1.7M0.04%
288ALPHABET INCGOOG9,607$1.7M0.04%
289AMPHENOL CORP NEW03209510116,754$1.7M0.04%
290MORGAN STANLEY ETF TRUSTMS-PQ21,526$1.6M0.04%
291CAPITAL GROUP GBL GROWTH EQT14020X10451,262$1.6M0.04%
292FIDELITY COVINGTON TRUST31609288132,778$1.6M0.04%
293ISHARES TR46428763010,330$1.6M0.04%
294VIRTUS DIVIDEND INTEREST & PNFJ128,874$1.6M0.04%
295VERIZON COMMUNICATIONS INCVZ36,562$1.6M0.04%
296SCHWAB STRATEGIC TR80852473047,318$1.6M0.04%
297AMERICAN CENTY ETF TR02507223220,133$1.6M0.04%
298SPDR SERIES TRUST78464A58119,164$1.6M0.04%
299ISHARES TR46428841414,628$1.5M0.04%
300CONSTELLATION ENERGY CORPCEG4,636$1.5M0.04%
301CAPITAL GROUP GROWTH ETF14020G10136,574$1.5M0.04%
302ISHARES TR46435U44030,718$1.5M0.04%
303VANGUARD INDEX FDS9229087363,300$1.4M0.04%
304APPLE INCAAPL6,919$1.4M0.04%
305SPDR SERIES TRUST78464A84725,944$1.4M0.04%
306INTEL CORPINTC62,063$1.4M0.04%
307SCHWAB STRATEGIC TR80852475534,640$1.4M0.04%
308BROADCOM INCAVGO5,025$1.4M0.04%
309FS CREDIT OPPORTUNITIES CORPFSCO189,828$1.4M0.04%
310SCHWAB STRATEGIC TR80852477156,085$1.4M0.04%
311CITIGROUP INCC-PR16,124$1.4M0.04%
312ISHARES TR46428751512,518$1.4M0.04%
313NUVEEN AMT FREE QLTY MUN INCNU125,166$1.4M0.04%
314ISHARES TR46436E76724,952$1.3M0.03%
315ISHARES TR46436E75918,055$1.3M0.03%
316SCHWAB STRATEGIC TR80852420154,991$1.3M0.03%
317PAYCHEX INCPAYX9,146$1.3M0.03%
318SABA CAPITAL INCOME & OPRNT78518H202159,255$1.3M0.03%
319ISHARES TR46435G10214,063$1.3M0.03%
320OREILLY AUTOMOTIVE INC67103H10714,052$1.3M0.03%
321MICROSOFT CORPMSFT2,532$1.3M0.03%
322CONOCOPHILLIPSCOP14,002$1.3M0.03%
323DISNEY WALT CO2546871069,915$1.2M0.03%
324VANGUARD WELLINGTON FD92193587012,075$1.2M0.03%
325JPMORGAN CHASE & CO.VYLD4,200$1.2M0.03%
326BROADSTONE NET LEASE INCBNL74,619$1.2M0.03%
327SAP SESAPGF3,930$1.2M0.03%
328AIM ETF PRODUCTS TRUST00888H80234,191$1.2M0.03%
329PHILIP MORRIS INTL INC7181721096,511$1.2M0.03%
330ISHARES TR46435G4258,752$1.2M0.03%
331INVESCO DB MULTI-SECTOR COMMIVZ60,840$1.2M0.03%
332VANGUARD WORLD FD9219108163,201$1.2M0.03%
333AMGEN INCAMGN4,186$1.2M0.03%
334ALPHABET INCGOOG6,631$1.2M0.03%
335ISHARES TR46435U43243,483$1.2M0.03%
336MERCK & CO INCMRK14,678$1.2M0.03%
337PROSHARES TR74347R10711,863$1.2M0.03%
338ISHARES TR46435U25945,042$1.2M0.03%
339LOCKHEED MARTIN CORPLMT2,487$1.2M0.03%
340VANGUARD ADMIRAL FDS INC9219325052,902$1.2M0.03%
341GE VERNOVA INCGEV2,151$1.1M0.03%
342FIRST TR EXCHANGE-TRADED FD33691710927,128$1.1M0.03%
343FIRST TR EXCH TRADED FD III33739P10317,126$1.1M0.03%
3443M COMMM7,453$1.1M0.03%
345INVESCO EXCH TRD SLF IDX FDIVZ48,638$1.1M0.03%
346FIRST TR EXCHNG TRADED FD VI33740F86222,953$1.1M0.03%
347STRYKER CORPORATIONSYK2,832$1.1M0.03%
348VISA INCV3,117$1.1M0.03%
349SELECT SECTOR SPDR TR81369Y2098,201$1.1M0.03%
350ABBVIE INCABBV5,908$1.1M0.03%
351NETFLIX INCNFLX816$1.1M0.03%
352VANGUARD INDEX FDS9229085126,638$1.1M0.03%
353PHILIP MORRIS INTL INC7181721095,988$1.1M0.03%
354GRAYSCALE BITCOIN TRUST ETFGBTC12,838$1.1M0.03%
355VISA INCV3,055$1.1M0.03%
356INTERNATIONAL BUSINESS MACHSINTR3,657$1.1M0.03%
357INVESCO EXCH TRADED FD TR IIIVZ40,618$1.1M0.03%
358ISHARES TR4642882578,318$1.1M0.03%
359SELECT SECTOR SPDR TR81369Y60520,353$1.1M0.03%
360CAPITAL ONE FINL CORP14040H1055,007$1.1M0.03%
361VANGUARD SCOTTSDALE FDS92206C6809,594$1.0M0.03%
362META PLATFORMS INCMETA1,418$1.0M0.03%
363PHILIP MORRIS INTL INC7181721095,720$1.0M0.03%
364ISHARES TR46435U28340,883$1.0M0.03%
365BLACKROCK DEBT STRATEGIES FDBLK97,473$1.0M0.03%
366BP PLCBPPFF34,283$1.0M0.03%
367CITIGROUP INCC-PR12,031$1.0M0.03%
368COMMERCE BANCSHARES INCCBSH16,463$1.0M0.03%
369APPLE INCAAPL4,912$1.0M0.03%
370REALTY INCOME CORPO17,410$1.0M0.03%
371BLACKSTONE INCBX6,648$994,4460.03%
372BLACKROCK ETF TRUSTBLK34,059$982,5910.03%
373HP INCHPQ40,039$979,3560.03%
374UNION PAC CORPUNP4,248$977,4210.03%
375ISHARES TR46428750715,575$965,9830.02%
376US BANCORP DELUSB-PS21,296$963,6350.02%
377AMERICAN EXPRESS COAXP3,000$956,9400.02%
378ALPHABET INCGOOG5,342$947,5420.02%
379ARK 21SHARES BITCOIN ETFARKB26,430$945,9300.02%
380ISHARES TR46434V62114,706$940,3160.02%
381CANADIAN PACIFIC KANSAS CITYCP11,700$927,4930.02%
382TAIWAN SEMICONDUCTOR MFG LTD8740391004,054$918,1900.02%
383NVIDIA CORPORATIONNVDA5,714$902,7170.02%
384M & T BK CORP55261F1044,631$898,3410.02%
385ADVENT CONV & INCOME FD00764C10973,668$892,1170.02%
386PRINCIPAL FINANCIAL GROUP INPFG11,079$880,0040.02%
387WELLTOWER INCWELL5,653$868,9670.02%
388NUSHARES ETF TRNU20,428$856,2570.02%
389TESLA INCTSLA2,688$853,8700.02%
390CISCO SYS INCCSCO12,168$844,2360.02%
391AMAZON COM INCAMZN3,840$842,4580.02%
392ISHARES TR4642876892,394$840,4550.02%
393AMERICAN CENTY ETF TR02507280210,597$840,1170.02%
394HEWLETT PACKARD ENTERPRISE CHPE-PC40,906$836,5320.02%
395ABBOTT LABSABLZF6,103$830,0690.02%
396PROSHARES TR74347R2066,999$823,8590.02%
397JOHNSON & JOHNSONJNJ5,387$822,8640.02%
398ISHARES TR46435G25017,288$820,7500.02%
399PALO ALTO NETWORKS INCPANW3,998$818,1510.02%
400BLACKSTONE INCBX5,468$817,9100.02%
401J P MORGAN EXCHANGE TRADED F46654Q72412,992$813,0590.02%
402ISHARES BITCOIN TRUST ETFIBIT13,209$808,5230.02%
403ISHARES TR46434V31616,735$806,5680.02%
404NETFLIX INCNFLX598$800,5790.02%
405MASTERCARD INCORPORATEDMA1,418$796,9420.02%
406STARBUCKS CORPSBUX8,680$795,3120.02%
407CHEVRON CORP NEWCVX5,548$794,4380.02%
408JOHNSON & JOHNSONJNJ5,190$792,7730.02%
409QUALCOMM INCQCOM4,975$792,3410.02%
410ISHARES TR4642876222,333$792,2170.02%
411CISCO SYS INCCSCO11,305$784,3410.02%
412HARTFORD INSURANCE GROUP INCHIG-PG6,041$766,4220.02%
413GENERAL DYNAMICS CORPGD2,624$765,3840.02%
414CISCO SYS INCCSCO10,879$754,8160.02%
415ARES CAPITAL CORPARCC34,128$749,4410.02%
416DIMENSIONAL ETF TRUST25434V80717,489$749,0370.02%
417ADVANCED MICRO DEVICES INCAMD5,262$746,6780.02%
418JPMORGAN CHASE & CO.VYLD2,564$743,2210.02%
419FIRST TR EXCH TRADED FD III33740J10436,955$742,7910.02%
420SYSCO CORPSYY9,782$740,9220.02%
421UNITED PARCEL SERVICE INCUPS7,323$739,2020.02%
422VANGUARD WORLD FD92204A7021,111$737,0340.02%
423TELEFONICA BRASIL SAVIV64,437$734,5820.02%
424FIRST TR EXCHNG TRADED FD VI33740F74814,651$732,9900.02%
425VANGUARD WHITEHALL FDS9219464065,485$731,1920.02%
426ALTRIA GROUP INCMO12,325$722,6360.02%
427EXELON CORPEXC16,593$720,4750.02%
428WISDOMTREE TRWT14,016$718,4030.02%
429AMAZON COM INCAMZN3,271$717,6250.02%
430KINDER MORGAN INC DELEP-PC24,328$715,2440.02%
431FIRST TR EXCHANGE-TRADED FD33741X10220,231$713,7470.02%
432PROCTER AND GAMBLE CO7427181094,375$696,9770.02%
433BOEING COBA-PA10,227$695,4360.02%
434TAIWAN SEMICONDUCTOR MFG LTD8740391003,053$691,4620.02%
435QUEST DIAGNOSTICS INCDGX3,849$691,3250.02%
436ALLIANT ENERGY CORPLNT11,281$682,1620.02%
437FIRST TR EXCHANGE TRADED FD33734X83847,423$674,8290.02%
438BERKSHIRE HATHAWAY INC DELBRK-A1,384$672,3060.02%
439SPDR SERIES TRUST78464A7559,984$671,1240.02%
440BLACKROCK N Y MUN INCOME TRUBLK69,255$669,7000.02%
441PAYCHEX INCPAYX4,519$657,2660.02%
442EVERSOURCE ENERGYES10,317$656,3940.02%
443THE CIGNA GROUP1255231001,968$650,5440.02%
444ISHARES TR46428864612,315$649,7390.02%
445VANGUARD WHITEHALL FDS9219467948,101$648,9720.02%
446RTX CORPORATIONRTX4,404$643,0010.02%
447DUKE ENERGY CORP NEWDUKB5,430$640,7260.02%
448AUTOMATIC DATA PROCESSING INADP2,074$639,5410.02%
449FIDELITY COVINGTON TRUST31609285723,578$637,5450.02%
450WIPRO LTDWIT209,489$632,6570.02%
451AT&T INCT-PC21,480$621,6250.02%
452DUKE ENERGY CORP NEWDUKB5,248$619,2170.02%
453ENTERPRISE PRODS PARTNERS L29379210719,935$618,1870.02%
454SPDR SERIES TRUST78464A7064,090$616,1040.02%
455FIRST TR EXCHANGE TRADED FD33738R1186,814$614,4440.02%
456TJX COS INC NEW8725401094,972$613,9900.02%
457HOME DEPOT INCHD1,674$613,7470.02%
458PIMCO ETF TR72201R8336,034$606,6410.02%
459PGIM HIGH YIELD BOND FUND INISD42,586$603,4480.02%
460FIRST TR EXCHANGE-TRADED FD33739Q80423,416$600,2110.02%
461FIRST TR EXCHANGE-TRADED FD33738D70518,865$599,3640.02%
462AMERICAN TOWER CORP NEW03027X1002,696$595,9180.02%
463VANECK ETF TRUST92189H30023,500$595,7250.02%
464DT MIDSTREAM INCDTM5,401$593,6750.02%
465PFIZER INCPFE24,487$593,5720.02%
466WALMART INCWMT6,062$592,7180.02%
467WILLIAMS SONOMA INCWSM3,585$585,6730.02%
468NOVARTIS AGNVSEF4,828$584,2360.01%
469PLAINS GP HLDGS L PPAGP30,012$583,1260.01%
470PNC FINL SVCS GROUP INC6934751053,126$582,6570.01%
471ENBRIDGE INCENNPF12,818$580,8970.01%
472CHUBB LIMITEDCB2,001$579,8010.01%
473TRANE TECHNOLOGIES PLCTT1,319$576,8440.01%
474VANGUARD INDEX FDS9229087691,885$572,9430.01%
475SCHWAB STRATEGIC TR80852478923,823$571,2760.01%
476AMEREN CORPAEE5,947$571,1070.01%
477MCDONALDS CORPMCD1,951$569,9490.01%
478TRANE TECHNOLOGIES PLCTT1,295$566,4840.01%
479COCA COLA COKO8,005$566,3410.01%
480ALPHABET INCGOOG3,162$560,8430.01%
481T-MOBILE US INCTMUSZ2,352$560,3380.01%
482ISHARES TR4642881585,260$559,3660.01%
483XYLEM INCXYL4,312$557,8000.01%
484SALESFORCE INCCRM2,045$557,7240.01%
485LOWES COS INC5486611072,456$544,9950.01%
486FIRST TR EXCHNG TRADED FD VI33740F80512,404$544,3940.01%
487INTERNATIONAL BUSINESS MACHSINTR1,843$543,2800.01%
488VANGUARD INDEX FDS9229086112,768$539,7430.01%
489ONEOK INC NEWOKE6,609$539,4560.01%
490TEXAS INSTRS INC8825081042,578$535,1830.01%
491SCHWAB STRATEGIC TR80852470617,699$533,4370.01%
492WALMART INCWMT5,438$531,7280.01%
493ARES CAPITAL CORPARCC24,211$531,6720.01%
494KROGER COKR7,395$530,4430.01%
495FIDELITY NATL INFORMATION SV31620M1066,497$528,9590.01%
496FIRST TR EXCH TRADED FD III33739P83026,572$528,9100.01%
497ACCENTURE PLC IRELANDACN1,766$527,7520.01%
498GRAINGER W W INC384802104505$525,3210.01%
499MEDTRONIC PLCMDT5,995$522,5560.01%
500WISDOMTREE TRWT11,219$522,2440.01%