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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

Modern Wealth Management, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002001900-26-000001

Total Value
$5.48B
Positions
2,458
Other Managers
11
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY MERRIMACK STR TR3161883093,617,394$166.5M3.16%
2JANUS DETROIT STR TR47103U8452,618,302$132.4M2.51%
3APPLE INCAAPL459,650$125.0M2.37%
4SPDR SERIES TRUST78464A8051,443,602$119.1M2.26%
5INVESCO QQQ TRIVZ189,155$116.2M2.20%
6ISHARES TR46432F339580,419$115.3M2.19%
7ISHARES TR464287200151,145$103.5M1.96%
8VANGUARD INDEX FDS922908769302,978$101.6M1.93%
9ISHARES TR464287309815,189$100.5M1.90%
10PUTNAM ETF TRUST7467293001,985,251$90.5M1.71%
11MICROSOFT CORPMSFT184,156$89.1M1.69%
12J P MORGAN EXCHANGE TRADED F46641Q6701,827,449$86.5M1.64%
13JANUS DETROIT STR TR47103U8521,740,200$79.5M1.51%
14VICTORY PORTFOLIOS II92647X8302,001,547$78.8M1.49%
15SPDR SERIES TRUST78464A854950,070$76.2M1.44%
16AMERICAN CENTY ETF TR025072604883,258$68.0M1.29%
17SPDR S&P 500 ETF TRSPY87,929$60.0M1.14%
18ISHARES TR46434V282856,823$59.5M1.13%
19ISHARES TR464287408256,450$54.4M1.03%
20SCHWAB STRATEGIC TR8085242011,999,995$53.8M1.02%
21SPDR SERIES TRUST78468R1011,829,236$53.6M1.02%
22SCHWAB STRATEGIC TR8085248052,186,200$52.6M1.00%
23AMERICAN CENTY ETF TR025072703627,461$51.7M0.98%
24T ROWE PRICE ETF INC87283Q8671,279,661$48.9M0.93%
25JPMORGAN CHASE & CO.VYLD149,524$48.2M0.91%
26ISHARES TR46434V4561,027,785$46.7M0.89%
27BERKSHIRE HATHAWAY INC DELBRK-A90,309$45.4M0.86%
28ISHARES TR46429B747435,546$44.6M0.85%
29PACER FDS TR69374H881658,117$39.6M0.75%
30SCHWAB STRATEGIC TR8085241021,484,100$38.9M0.74%
31ISHARES TR464287465398,325$38.3M0.73%
32VANGUARD INDEX FDS92290836360,747$38.1M0.72%
33DIMENSIONAL ETF TRUST25434V7731,155,824$38.1M0.72%
34ISHARES TR46434V290505,589$37.9M0.72%
35ISHARES TR464287572295,606$37.4M0.71%
36ISHARES TR464287234661,176$36.2M0.69%
37ISHARES TR464287457433,574$35.9M0.68%
38ALPHABET INCGOOG112,425$35.2M0.67%
39J P MORGAN EXCHANGE TRADED F46641Q134456,208$34.2M0.65%
40AMAZON COM INCAMZN141,437$32.6M0.62%
41VANGUARD INDEX FDS922908744169,309$32.3M0.61%
42SELECT SECTOR SPDR TR81369Y506721,247$32.2M0.61%
43ISHARES TR464288679277,348$30.5M0.58%
44VANGUARD SCOTTSDALE FDS92206C73095,729$29.6M0.56%
45ISHARES TR46434V274757,507$28.6M0.54%
46TAIWAN SEMICONDUCTOR MFG LTD87403910092,281$28.0M0.53%
47WISDOMTREE TRWT309,567$27.7M0.52%
48VANGUARD INDEX FDS92290863787,715$27.6M0.52%
49SCHWAB STRATEGIC TR8085248391,178,919$27.6M0.52%
50ISHARES TR464287242249,639$27.5M0.52%
51INVESCO EXCHANGE TRADED FD TIVZ241,243$27.5M0.52%
52VANGUARD TAX-MANAGED FDS921943858438,006$27.4M0.52%
53GLOBAL X FDS37954Y780724,460$26.8M0.51%
54CAPITAL GROUP DIVIDEND VALUE14020W106611,921$26.7M0.51%
55SPDR SERIES TRUST78464A508452,947$25.7M0.49%
56SPDR SERIES TRUST78464A474813,981$24.6M0.47%
57NVIDIA CORPORATIONNVDA131,583$24.5M0.47%
58HONEYWELL INTL INC438516106123,788$24.1M0.46%
59INVESCO EXCH TRADED FD TR IIIVZ95,173$24.1M0.46%
60ISHARES GOLD TRIAU290,528$23.6M0.45%
61VANECK MERK GOLD ETFOUNZ565,362$23.5M0.44%
62ALPHABET INCGOOG73,444$23.0M0.44%
63HARTFORD FDS EXCHANGE TRADED41653L875630,483$22.4M0.42%
64SPDR SERIES TRUST78464A409200,872$21.4M0.41%
65ISHARES TR464288653210,726$21.4M0.41%
66ISHARES TR464287150140,578$20.9M0.40%
67INVESCO EXCHANGE TRADED FD TIVZ946,146$20.8M0.39%
68ISHARES TR46434V886390,739$20.6M0.39%
69NEXTERA ENERGY INCNEE-PW255,211$20.5M0.39%
70ISHARES TR46435G672407,415$20.4M0.39%
71FIRST TR EXCHANGE-TRADED FD33738D101534,308$20.2M0.38%
72ISHARES TR46435G326243,185$20.1M0.38%
73AMERICAN CENTY ETF TR025072877194,539$19.8M0.38%
74VANGUARD SCOTTSDALE FDS92206C706319,194$19.1M0.36%
75ISHARES INC46434G103283,440$19.1M0.36%
76BNY MELLON ETF TRUST09661T826462,043$18.6M0.35%
77ISHARES TR46434V613392,368$18.3M0.35%
78FIRST TR EXCHANGE TRADED FD33734X846252,621$18.0M0.34%
79CHEVRON CORP NEWCVX115,874$17.7M0.33%
80FIRST TR EXCHNG TRADED FD VI33740F276826,793$16.4M0.31%
81INVESCO EXCHANGE TRADED FD TIVZ224,997$16.2M0.31%
82ISHARES TR464287440166,758$16.0M0.30%
83SCHWAB STRATEGIC TR808524607561,786$16.0M0.30%
84INVESCO EXCHANGE TRADED FD TIVZ114,994$15.9M0.30%
85SELECT SECTOR SPDR TR81369Y803110,286$15.9M0.30%
86BRITISH AMERN TOB PLC110448107278,163$15.7M0.30%
87WISDOMTREE TRWT305,567$15.4M0.29%
88INVESCO EXCH TRADED FD TR IIIVZ128,526$15.3M0.29%
89AMERICAN EXPRESS COAXP41,451$15.3M0.29%
90J P MORGAN EXCHANGE TRADED F46641Q761234,452$14.8M0.28%
91ISHARES TR464287804122,263$14.7M0.28%
92ISHARES TR46429B697155,905$14.7M0.28%
93J P MORGAN EXCHANGE TRADED F46654Q575277,267$14.2M0.27%
94INVESCO EXCHANGE TRADED FD TIVZ90,131$14.1M0.27%
95ISHARES TR464288588145,142$13.8M0.26%
96FIRST TR EXCHNG TRADED FD VI33740F557430,531$13.7M0.26%
97PIMCO ETF TR72201R817139,948$13.7M0.26%
98BLACKROCK ETF TRUSTBLK223,218$13.6M0.26%
99GOLDMAN SACHS ETF TRNVGLF256,254$13.5M0.26%
100ISHARES TR46434V266324,249$13.4M0.25%
101ISHARES TR46429B267582,413$13.4M0.25%
102ISHARES TR46434V803323,563$13.4M0.25%
103ISHARES TR464287226133,937$13.4M0.25%
104EXXON MOBIL CORPXOM110,195$13.3M0.25%
105ISHARES TR464288638240,588$13.0M0.25%
106ISHARES TR464288620248,828$12.9M0.24%
107ISHARES INC464286533198,473$12.7M0.24%
108SELECT SECTOR SPDR TR81369Y886295,851$12.6M0.24%
109INVESCO EXCH TRADED FD TR IIIVZ224,893$12.5M0.24%
110VANGUARD SCOTTSDALE FDS92206C771264,773$12.5M0.24%
111GLOBAL X FDS37954Y715343,014$12.4M0.24%
112FIRST TR EXCHANGE-TRADED FD33734H106267,126$12.3M0.23%
113PACER FDS TR69374H857276,992$12.3M0.23%
114DIMENSIONAL ETF TRUST25434V500175,246$12.2M0.23%
115PACER FDS TR69374H873315,434$12.2M0.23%
116AMPLIFY ETF TR032108409270,840$12.1M0.23%
117BLACKROCK ETF TRUST IIBLK209,340$11.0M0.21%
118ROYCE MICRO-CAP TR INCRMT1,051,555$11.0M0.21%
119VANGUARD SPECIALIZED FUNDS92190884448,973$10.8M0.20%
120TESLA INCTSLA23,388$10.5M0.20%
121SCHWAB STRATEGIC TR808524797374,530$10.3M0.19%
122INVESCO ACTIVELY MANAGED EXCIVZ399,906$10.2M0.19%
123SPDR SERIES TRUST78468R663111,548$10.2M0.19%
124ISHARES TR46432F842112,623$10.1M0.19%
125ABBVIE INCABBV43,948$10.0M0.19%
126KINDER MORGAN INC DELEP-PC359,846$9.9M0.19%
127ISHARES TR46428710128,394$9.7M0.18%
128SCHWAB STRATEGIC TR808524672323,633$9.7M0.18%
129FRANKLIN RESOURCES INCBEN403,017$9.6M0.18%
130AMERICAN CENTY ETF TR025072349126,543$9.6M0.18%
131COSTCO WHSL CORP NEW22160K10510,990$9.5M0.18%
132ISHARES TR464288877131,468$9.4M0.18%
133META PLATFORMS INCMETA14,187$9.4M0.18%
134FIRST TR EXCHANGE TRADED FD33737A10860,597$9.3M0.18%
135INVESCO EXCH TRD SLF IDX FDIVZ537,300$9.0M0.17%
136INVESCO EXCHANGE TRADED FD TIVZ86,858$8.9M0.17%
137ELI LILLY & COLLY8,172$8.8M0.17%
138INVESCO EXCH TRD SLF IDX FDIVZ406,333$8.7M0.17%
139FIRST TR EXCHANGE-TRADED FD33733E20341,578$8.6M0.16%
140SPDR DOW JONES INDL AVERAGE78467X10917,516$8.4M0.16%
141VANGUARD STAR FDS921909768111,417$8.4M0.16%
142ISHARES TR46432F83498,841$8.4M0.16%
143FIDELITY COVINGTON TRUST316092600112,530$8.4M0.16%
144BOEING COBA-PA38,115$8.3M0.16%
145ROYCE SMALL CAP TRUST INCRVT503,557$8.1M0.15%
146PROSHARES TR74347B68096,111$8.1M0.15%
147PROSHARES TR74347X831151,034$8.0M0.15%
148PROCTER AND GAMBLE CO74271810955,469$7.9M0.15%
149FIRST TR EXCHANGE TRADED FD33734X15097,316$7.8M0.15%
150VANGUARD INTL EQUITY INDEX F922042858140,826$7.6M0.14%
151RTX CORPORATIONRTX41,087$7.5M0.14%
152VANGUARD INDEX FDS92290855384,893$7.5M0.14%
153FIDELITY COVINGTON TRUST31609250195,417$7.4M0.14%
154AIM ETF PRODUCTS TRUST00888H828190,353$7.3M0.14%
155VANGUARD INTL EQUITY INDEX F92204277597,614$7.2M0.14%
156INVESCO EXCH TRD SLF IDX FDIVZ332,563$7.1M0.14%
157ISHARES TR46435U853189,605$7.1M0.13%
158SPDR GOLD TRGLD17,525$6.9M0.13%
159BLUEROCK PVT REAL ESTATE FD09631P102461,429$6.9M0.13%
160INVESCO EXCH TRD SLF IDX FDIVZ331,313$6.9M0.13%
161WALMART INCWMT58,528$6.5M0.12%
162INVESCO EXCH TRD SLF IDX FDIVZ376,055$6.4M0.12%
163ISHARES INC46434G889108,742$6.3M0.12%
164WISDOMTREE TRWT65,212$6.1M0.12%
165SELECT SECTOR SPDR TR81369Y860147,637$6.0M0.11%
166NVIDIA CORPORATIONNVDA31,707$5.9M0.11%
167INVESCO EXCH TRD SLF IDX FDIVZ259,964$5.9M0.11%
168PACER FDS TR69374H667106,264$5.9M0.11%
169PACER FDS TR69374H436135,918$5.8M0.11%
170DIMENSIONAL ETF TRUST25434V732172,070$5.7M0.11%
171CISCO SYS INCCSCO73,225$5.6M0.11%
172MICRON TECHNOLOGY INCMU19,743$5.6M0.11%
173INVESCO EXCH TRD SLF IDX FDIVZ287,651$5.6M0.11%
174J P MORGAN EXCHANGE TRADED F46654Q60960,591$5.6M0.11%
175SCHWAB STRATEGIC TR808524508186,455$5.6M0.11%
176VANGUARD INDEX FDS92290875121,624$5.6M0.11%
177APPLE INCAAPL20,417$5.6M0.11%
178JOHNSON & JOHNSONJNJ26,793$5.5M0.11%
179ISHARES TR46432F39621,826$5.5M0.10%
180BLACKROCK ETF TRUSTBLK161,933$5.4M0.10%
181ISHARES TR46435G51656,426$5.4M0.10%
182VANECK ETF TRUST92189F64351,508$5.3M0.10%
183FS KKR CAP CORPFSK359,473$5.3M0.10%
184MICROSOFT CORPMSFT10,924$5.3M0.10%
185INVESCO EXCHANGE TRADED FD TIVZ27,573$5.3M0.10%
186ISHARES TR46435UAA9214,210$5.2M0.10%
187ISHARES TR46435GAA0214,311$5.2M0.10%
188ISHARES TR46435U515202,716$5.2M0.10%
189BLACKROCK ETF TRUSTBLK130,943$5.0M0.10%
190GLACIER BANCORP INC NEWGBCI113,878$5.0M0.10%
191PALANTIR TECHNOLOGIES INCPLTR27,823$4.9M0.09%
192ABBOTT LABSABLZF39,322$4.9M0.09%
193FIRST TR EXCHANGE-TRADED FD33733B10045,230$4.9M0.09%
194HOME DEPOT INCHD13,371$4.6M0.09%
195J P MORGAN EXCHANGE TRADED F46641Q33279,980$4.6M0.09%
196PROLOGIS INC.PLDGP35,692$4.6M0.09%
197BERKSHIRE HATHAWAY INC DELBRK-A6$4.5M0.09%
198VANGUARD WHITEHALL FDS92194681049,239$4.5M0.09%
199HARTFORD FDS EXCHANGE TRADED41653L859160,838$4.4M0.08%
200ISHARES TR46428766342,083$4.3M0.08%
201ISHARES TR46428880230,799$4.3M0.08%
202ORACLE CORPORCL-PD21,112$4.1M0.08%
203GLOBAL X FDS37954Y87196,025$4.1M0.08%
204SCHWAB STRATEGIC TR80852488888,661$4.0M0.08%
205ISHARES TR46428756467,470$4.0M0.08%
206ALPHABET INCGOOG12,543$3.9M0.07%
207TEXAS INSTRS INC88250810422,431$3.9M0.07%
208SCHWAB STRATEGIC TR80852474887,315$3.9M0.07%
209FIRST TR EXCHANGE TRADED FD33738R50655,515$3.9M0.07%
210INVESCO EXCH TRADED FD TR IIIVZ25,647$3.8M0.07%
211ISHARES TR46428773940,929$3.8M0.07%
212ISHARES TR46428852166,868$3.8M0.07%
213APPLIED MATLS INC03822210514,750$3.8M0.07%
214WISDOMTREE TRWT76,300$3.8M0.07%
215DIREXION SHS ETF TR25459W86217,158$3.8M0.07%
216J P MORGAN EXCHANGE TRADED F46641Q83774,079$3.7M0.07%
217PHILLIPS EDISON & CO INCPECO105,204$3.7M0.07%
218ELI LILLY & COLLY3,477$3.7M0.07%
219FIRST TR EXCHNG TRADED FD VI33740U828142,008$3.7M0.07%
220VANGUARD BD INDEX FDS92193783549,858$3.7M0.07%
221INTERNATIONAL BUSINESS MACHSINTR12,449$3.7M0.07%
222AMERICAN HEALTHCARE REIT INCAHR76,547$3.6M0.07%
223ISHARES U S ETF TR46431W83871,301$3.6M0.07%
224VANGUARD MUN BD FDS92290774671,227$3.6M0.07%
225AIM ETF PRODUCTS TRUST00888H60482,086$3.6M0.07%
226CAPITAL GRP FIXED INCM ETF T14020Y201130,455$3.6M0.07%
227ISHARES TR4642876147,431$3.5M0.07%
228INVESCO EXCHANGE TRADED FD TIVZ73,771$3.5M0.07%
229SIMON PPTY GROUP INC NEW82880610918,678$3.5M0.07%
230WISDOMTREE TRWT151,978$3.4M0.06%
231LATTICE STRATEGIES TR51841610291,140$3.4M0.06%
232DIREXION SHS ETF TR25459W10228,358$3.3M0.06%
233BROADCOM INCAVGO9,531$3.3M0.06%
234CME GROUP INCCME11,965$3.3M0.06%
235MARKEL GROUP INCMKL1,518$3.3M0.06%
236AMPLIFY ETF TR03210855748,061$3.1M0.06%
237ISHARES TR46428717628,091$3.1M0.06%
238BROADRIDGE FINL SOLUTIONS IN11133T10313,821$3.1M0.06%
239BANK AMERICA CORP06050510455,757$3.1M0.06%
240ASML HOLDING N VASMLF2,844$3.0M0.06%
241J P MORGAN EXCHANGE TRADED F46641Q65458,853$3.0M0.06%
242ISHARES TR46435G43368,629$3.0M0.06%
243SCHWAB STRATEGIC TR80852430090,089$2.9M0.06%
244AMERICAN CENTY ETF TR02507288526,217$2.9M0.06%
245MOTOROLA SOLUTIONS INCMSI7,521$2.9M0.05%
246BLACKROCK ETF TRUSTBLK110,670$2.8M0.05%
247GOLDMAN SACHS ETF TRNVGLF53,485$2.8M0.05%
248SPDR SERIES TRUST78468R85359,392$2.8M0.05%
249ISHARES TR46428876012,831$2.8M0.05%
250MICROSOFT CORPMSFT5,690$2.8M0.05%
251MONOLITHIC PWR SYS INC6098391053,023$2.7M0.05%
252ISHARES TR46428712728,837$2.7M0.05%
253ISHARES TR46428743231,199$2.7M0.05%
254MERCK & CO INCMRK25,737$2.7M0.05%
255VISA INCV7,709$2.7M0.05%
256NVIDIA CORPORATIONNVDA14,396$2.7M0.05%
257SPDR SERIES TRUST78464A84746,315$2.7M0.05%
258SPDR INDEX SHS FDS78463X88960,080$2.7M0.05%
259AMAZON COM INCAMZN11,501$2.7M0.05%
260ISHARES TR46428857020,330$2.6M0.05%
261PIMCO ETF TR72201R83326,087$2.6M0.05%
262THERMO FISHER SCIENTIFIC INCTMO4,462$2.6M0.05%
263BROADCOM INCAVGO7,436$2.6M0.05%
264SELECT SECTOR SPDR TR81369Y85221,837$2.6M0.05%
265GE AEROSPACE3696043018,335$2.6M0.05%
266AIM ETF PRODUCTS TRUST00888H78673,878$2.5M0.05%
267INVESCO EXCH TRD SLF IDX FDIVZ118,448$2.5M0.05%
268CAMBRIA ETF TR13206130076,615$2.5M0.05%
269MORGAN STANLEY ETF TRUSTMS-PQ34,607$2.5M0.05%
270VERIZON COMMUNICATIONS INCVZ60,180$2.5M0.05%
271INVESCO EXCHANGE TRADED FD TIVZ53,064$2.4M0.05%
272PACER FDS TR69374H70958,177$2.4M0.05%
273DIREXION SHS ETF TR25459Y69414,112$2.4M0.05%
274MORGAN STANLEY ETF TRUSTMS-PQ28,142$2.4M0.04%
275SELECT SECTOR SPDR TR81369Y60542,996$2.4M0.04%
276PEPSICO INCPEP16,262$2.3M0.04%
277TCW ETF TRUST29287L10628,367$2.3M0.04%
278VANGUARD INDEX FDS9229087364,641$2.3M0.04%
279SPDR SERIES TRUST78468R60695,634$2.3M0.04%
280ISHARES TR4642875237,497$2.3M0.04%
281SERVICENOW INCNOW14,667$2.2M0.04%
282FIRST TR EXCHANGE-TRADED FD33739Q70545,247$2.2M0.04%
283MCDONALDS CORPMCD7,223$2.2M0.04%
284ISHARES TR46428841420,605$2.2M0.04%
285ISHARES TR46436E75928,841$2.2M0.04%
286ALPHABET INCGOOG6,886$2.2M0.04%
287VANECK ETF TRUST92189F60117,307$2.1M0.04%
288ISHARES TR4642876225,750$2.1M0.04%
289LINCOLN ELEC HLDGS INC5339001068,880$2.1M0.04%
290ISHARES TR4642876558,517$2.1M0.04%
291AUTOZONE INCAZO618$2.1M0.04%
292GENERAL DYNAMICS CORPGD6,096$2.1M0.04%
293ISHARES TR46436E76735,521$2.0M0.04%
294CATERPILLAR INCCAT3,569$2.0M0.04%
295MERCADOLIBRE INCMELI1,012$2.0M0.04%
296NUSHARES ETF TRNU45,258$2.0M0.04%
297AIM ETF PRODUCTS TRUST00888H70348,908$2.0M0.04%
298ISHARES TR46428750730,359$2.0M0.04%
299CAPITAL GROUP GROWTH ETF14020G10144,265$2.0M0.04%
300COCA COLA COKO28,104$2.0M0.04%
301US BANCORP DELUSB-PS35,611$1.9M0.04%
302INVESCO EXCH TRADED FD TR IIIVZ44,868$1.9M0.04%
303INTEL CORPINTC50,900$1.9M0.04%
304META PLATFORMS INCMETA2,836$1.9M0.04%
305CONSTELLATION ENERGY CORPCEG5,284$1.9M0.04%
306APPLE INCAAPL6,840$1.9M0.04%
307FIDELITY COVINGTON TRUST3160928088,223$1.8M0.04%
308PIMCO ETF TR72201R58569,151$1.8M0.03%
309SELECT SECTOR SPDR TR81369Y20911,705$1.8M0.03%
310CAPITAL GROUP GBL GROWTH EQT14020X10452,098$1.8M0.03%
311ISHARES TR46428818219,381$1.8M0.03%
312AMERICAN CENTY ETF TR02507223220,908$1.8M0.03%
313ISHARES TR4642877218,920$1.8M0.03%
314VANGUARD WELLINGTON FD92193587017,468$1.8M0.03%
315ISHARES TR4642876309,692$1.8M0.03%
316AMPHENOL CORP NEW03209510112,993$1.8M0.03%
317VANGUARD INDEX FDS9229086295,992$1.7M0.03%
318JPMORGAN CHASE & CO.VYLD5,392$1.7M0.03%
319CITIGROUP INCC-PR14,672$1.7M0.03%
320SOUTHERN COSOMN19,503$1.7M0.03%
321FIRST TR EXCHANGE-TRADED FD33733E3026,280$1.7M0.03%
322J P MORGAN EXCHANGE TRADED F46641Q11826,171$1.7M0.03%
323DTE ENERGY CODTK13,011$1.7M0.03%
324NUVEEN QUALITY MUNCP INCOMENU138,467$1.7M0.03%
325PHILIP MORRIS INTL INC71817210910,362$1.7M0.03%
326MICROSOFT CORPMSFT3,432$1.7M0.03%
327SCHWAB STRATEGIC TR80852473045,744$1.6M0.03%
328SCHWAB STRATEGIC TR80852475536,387$1.6M0.03%
329UBER TECHNOLOGIES INCUBER20,093$1.6M0.03%
330SCHWAB STRATEGIC TR80852477160,152$1.6M0.03%
331TESLA INCTSLA3,547$1.6M0.03%
332ISHARES TR46436E84169,775$1.6M0.03%
333PGIM ETF TR69344A10731,513$1.6M0.03%
334AMGEN INCAMGN4,765$1.6M0.03%
335ISHARES TR46436E85867,918$1.6M0.03%
336EATON CORP PLCETN4,865$1.5M0.03%
337ISHARES TR46428828116,051$1.5M0.03%
338ISHARES TR46436E83368,981$1.5M0.03%
339AT&T INCT-PC60,919$1.5M0.03%
340GE VERNOVA INCGEV2,309$1.5M0.03%
341ISHARES TR46428751514,196$1.5M0.03%
342DEERE & CODE3,178$1.5M0.03%
343CAPITAL ONE FINL CORP14040H1056,101$1.5M0.03%
344ISHARES TR46435U44030,468$1.5M0.03%
345VANGUARD ADMIRAL FDS INC9219325053,281$1.5M0.03%
346APPLE INCAAPL5,359$1.5M0.03%
347ISHARES TR46435G4259,653$1.4M0.03%
348INVESCO DB MULTI-SECTOR COMMIVZ62,470$1.4M0.03%
349ALPHABET INCGOOG4,548$1.4M0.03%
350PRINCIPAL FINANCIAL GROUP INPFG15,974$1.4M0.03%
351PROSHARES TR74347R10723,726$1.4M0.03%
3523M COMMM8,573$1.4M0.03%
353GOLDMAN SACHS ETF TRNVGLF10,339$1.4M0.03%
354LOCKHEED MARTIN CORPLMT2,808$1.4M0.03%
355AIM ETF PRODUCTS TRUST00888H50534,801$1.4M0.03%
356ADOBE INCADBE3,830$1.3M0.03%
357JOHNSON & JOHNSONJNJ6,473$1.3M0.03%
358ABBVIE INCABBV5,861$1.3M0.03%
359NUVEEN AMT FREE QLTY MUN INCNU114,156$1.3M0.03%
360OREILLY AUTOMOTIVE INC67103H10714,438$1.3M0.02%
361CONOCOPHILLIPSCOP14,002$1.3M0.02%
362CITIGROUP INCC-PR11,186$1.3M0.02%
363VIRTUS DIVIDEND INTEREST & PNFJ100,829$1.3M0.02%
364SOLSTICE ADVANCED MATLS INC83443Q10326,513$1.3M0.02%
365SABA CAPITAL INCOME & OPRNT78518H202180,483$1.3M0.02%
366BROADCOM INCAVGO3,651$1.3M0.02%
367GRAYSCALE COINDESK CRYPTOGDLC30,320$1.3M0.02%
368VANGUARD WORLD FD9219108163,017$1.2M0.02%
369PAYCHEX INCPAYX11,026$1.2M0.02%
370FIDELITY COVINGTON TRUST31609270914,775$1.2M0.02%
371VISA INCV3,457$1.2M0.02%
372FIRST TR EXCHNG TRADED FD VI33740F86222,795$1.2M0.02%
373ISHARES TR46428734128,691$1.2M0.02%
374ADVANCED MICRO DEVICES INCAMD5,555$1.2M0.02%
375SCHWAB STRATEGIC TR80852440940,053$1.2M0.02%
376DISNEY WALT CO25468710610,383$1.2M0.02%
377ISHARES BITCOIN TRUST ETFIBIT23,767$1.2M0.02%
378FIRST TR EXCHANGE-TRADED FD33691710926,079$1.2M0.02%
379TAIWAN SEMICONDUCTOR MFG LTD8740391003,799$1.2M0.02%
380QUALCOMM INCQCOM6,722$1.1M0.02%
381FIRST TR EXCHNG TRADED FD VI33740F72220,134$1.1M0.02%
382ABRDN SILVER ETF TRUSTSIVR16,934$1.1M0.02%
383FS CREDIT OPPORTUNITIES CORPFSCO181,609$1.1M0.02%
384INVESCO EXCH TRD SLF IDX FDIVZ48,638$1.1M0.02%
385BP PLCBPPFF32,822$1.1M0.02%
386JANUS DETROIT STR TR47103U88623,140$1.1M0.02%
387UNION PAC CORPUNP4,912$1.1M0.02%
388ALPHABET INCGOOG3,615$1.1M0.02%
389VANECK ETF TRUST92189F6763,147$1.1M0.02%
390JOHNSON & JOHNSONJNJ5,387$1.1M0.02%
391AMERICAN EXPRESS COAXP3,000$1.1M0.02%
392OCCIDENTAL PETE CORP67459910526,311$1.1M0.02%
393ISHARES TR46434V73815,166$1.1M0.02%
394BLACKROCK ETF TRUSTBLK42,914$1.1M0.02%
395MEDTRONIC PLCMDT11,047$1.1M0.02%
396NETFLIX INCNFLX11,300$1.1M0.02%
397CISCO SYS INCCSCO13,743$1.1M0.02%
398INVESCO EXCH TRADED FD TR IIIVZ38,848$1.1M0.02%
399NVIDIA CORPORATIONNVDA5,635$1.1M0.02%
400VISA INCV2,986$1.0M0.02%
401JOHNSON & JOHNSONJNJ5,060$1.0M0.02%
402PHILIP MORRIS INTL INC7181721096,478$1.0M0.02%
403INTERNATIONAL BUSINESS MACHSINTR3,496$1.0M0.02%
404ISHARES TR4642882577,224$1.0M0.02%
405UNITEDHEALTH GROUP INCUNH3,068$1.0M0.02%
406BLACKSTONE INCBX6,560$1.0M0.02%
407MICROSOFT CORPMSFT2,081$1.0M0.02%
408STRYKER CORPORATIONSYK2,837$997,0010.02%
409SELECT SECTOR SPDR TR81369Y4078,347$996,6730.02%
410ISHARES TR46434V62114,248$989,1300.02%
411PROSHARES TR74347R20613,916$979,8260.02%
412AXON ENTERPRISE INCAXON1,725$979,6790.02%
413REALTY INCOME CORPO17,378$979,5960.02%
414FIDELITY COVINGTON TRUST31609286517,644$974,2990.02%
415HEWLETT PACKARD ENTERPRISE CHPE-PC40,362$969,5000.02%
416META PLATFORMS INCMETA1,467$968,3520.02%
417XCEL ENERGY INCXELLL13,029$962,3310.02%
418WELLTOWER INCWELL5,180$961,3860.02%
419SPDR SERIES TRUST78464A7559,276$961,0860.02%
420MASTERCARD INCORPORATEDMA1,672$954,6840.02%
421ISHARES SILVER TRSLV14,780$952,1280.02%
422NUSHARES ETF TRNU20,990$945,5810.02%
423ALTRIA GROUP INCMO16,241$936,4400.02%
424M & T BK CORP55261F1044,642$935,3540.02%
425VANGUARD WORLD FD92204A7021,239$933,9770.02%
426SAP SESAPGF3,828$929,8590.02%
427LOWES COS INC5486611073,810$918,9290.02%
428FIRST TR EXCH TRADED FD III33739N10817,802$910,3080.02%
429ISHARES TR46434V31617,024$898,5540.02%
430WELLS FARGO CO NEW9497461019,640$898,4670.02%
431COMMERCE BANCSHARES INCCBSH17,146$897,4280.02%
432HP INCHPQ40,183$895,2790.02%
433TAIWAN SEMICONDUCTOR MFG LTD8740391002,924$888,5860.02%
434ISHARES TR4642876892,294$887,4340.02%
435FIRST TR EXCHANGE-TRADED FD33741X10223,136$886,5660.02%
436ISHARES TR4642874999,073$873,4280.02%
437VANECK ETF TRUST92189F48634,185$871,0240.02%
438CANADIAN PACIFIC KANSAS CITYCP11,806$869,2460.02%
439PHILIP MORRIS INTL INC7181721095,395$865,3160.02%
440CISCO SYS INCCSCO11,209$863,4290.02%
441FIRST TR EXCHANGE-TRADED FD33739Q80431,992$845,8680.02%
442AMAZON COM INCAMZN3,661$845,0320.02%
443BLACKSTONE INCBX5,481$844,8200.02%
444FIRST TR EXCH TRADED FD III33739P10311,826$839,5270.02%
445ISHARES TR46435U25932,403$830,7180.02%
446BROADSTONE NET LEASE INCBNL47,769$829,7440.02%
447CHEVRON CORP NEWCVX5,427$827,2030.02%
448HARTFORD INSURANCE GROUP INCHIG-PG5,988$825,1460.02%
449CISCO SYS INCCSCO10,683$822,8900.02%
450EXELON CORPEXC18,875$822,7710.02%
451BLACKROCK DEBT STRATEGIES FDBLK80,810$822,6450.02%
452STARBUCKS CORPSBUX9,744$820,5630.02%
453PROFESIONALLY MANAGED PORTFO74316P57912,464$816,5170.02%
454VANGUARD INTL EQUITY INDEX F9220427425,780$815,3190.02%
455AMERICAN CENTY ETF TR0250728028,634$811,3610.02%
456BLACKROCK N Y MUN INCOME TRUBLK79,631$807,4560.02%
457TRUST FOR PROFESSIONAL MANAG89834G72919,302$804,3140.02%
458BERKSHIRE HATHAWAY INC DELBRK-A1,591$799,7160.02%
459UNITED PARCEL SERVICE INCUPS8,037$797,1970.02%
460AMAZON COM INCAMZN3,443$794,7130.02%
461DUKE ENERGY CORP NEWDUKB6,752$791,3610.02%
462JPMORGAN CHASE & CO.VYLD2,450$789,5120.01%
463VANGUARD WHITEHALL FDS9219464065,469$784,9290.01%
464ARK 21SHARES BITCOIN ETFARKB27,011$784,3990.01%
465FIRST TR EXCHNG TRADED FD VI33740F74814,651$783,0960.01%
466DIMENSIONAL ETF TRUST25434V80715,637$780,2750.01%
467CUMMINS INCCMI1,526$778,9470.01%
468ADVENT CONV & INCOME FD00764C10961,831$775,3650.01%
469ISHARES TR46428864614,659$775,1680.01%
470GRAYSCALE BITCOIN TRUST ETFGBTC11,225$767,3410.01%
471TJX COS INC NEW8725401094,953$760,8700.01%
472RTX CORPORATIONRTX4,148$760,7200.01%
473TELEFONICA BRASIL SAVIV63,066$747,9630.01%
474ENTERPRISE PRODS PARTNERS L29379210723,317$747,5500.01%
475APPLIED MATLS INC0382221052,864$735,9570.01%
476ALLIANT ENERGY CORPLNT11,299$734,5630.01%
477VANGUARD WHITEHALL FDS9219467948,159$734,2680.01%
478PALO ALTO NETWORKS INCPANW3,952$727,9580.01%
479HUT 8 CORPHUT15,752$723,6470.01%
480ELI LILLY & COLLY673$723,0290.01%
481WISDOMTREE TRWT14,093$722,3860.01%
482FIRST TR EXCHANGE TRADED FD33734X83846,044$721,4630.01%
483ARES CAPITAL CORPARCC35,561$719,4000.01%
484ENBRIDGE INCENNPF15,014$718,1030.01%
485ISHARES TR46435U28328,044$712,0400.01%
486WALMART INCWMT6,367$709,3830.01%
487EVERSOURCE ENERGYES10,479$705,5410.01%
488BOEING COBA-PA10,130$699,5780.01%
489ABBVIE INCABBV3,049$696,6480.01%
490TJX COS INC NEW8725401094,515$693,5290.01%
491SPDR SERIES TRUST78464A7064,146$691,1780.01%
492EXXON MOBIL CORPXOM5,727$689,2210.01%
493KINDER MORGAN INC DELEP-PC24,734$679,9390.01%
494SYSCO CORPSYY9,132$672,9720.01%
495QUEST DIAGNOSTICS INCDGX3,839$666,2450.01%
496NOVARTIS AGNVSEF4,828$665,6360.01%
497VANGUARD INDEX FDS9229086113,126$662,0650.01%
498J P MORGAN EXCHANGE TRADED F46654Q7249,916$658,7410.01%
499DT MIDSTREAM INCDTM5,466$654,2030.01%
500J P MORGAN EXCHANGE TRADED F46654Q7818,674$647,8600.01%