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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)

LRI Investments, LLC

Quarter ended Q1 2024 · Filed May 21, 2024 · Accession 0002023325-24-000001

Total Value
$396.0M
Positions
1,009
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,362,171$75.5M19.19%
2DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880997,310$25.4M6.45%
3ASSURED GUARANTY LTD COMAGO282,896$24.7M6.27%
4WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT339,383$24.5M6.23%
5DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203799,709$24.2M6.14%
6WISDOMTREE INTERNATIONAL EQUITY FUNDWT398,926$21.9M5.56%
7WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT206,665$13.5M3.43%
8DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781449,774$12.2M3.11%
9VANGUARD REAL ESTATE ETF922908553134,537$11.6M2.96%
10AMAZON COM INC COMAMZN57,524$10.4M2.64%
11RTX CORPORATION COMRTX67,367$6.6M1.67%
12MICROSOFT CORP COMMSFT15,183$6.4M1.62%
13APPLE INC COMAAPL32,475$5.6M1.42%
14DIMENSIONAL US LARGE CAP VALUE ETF25434V666169,978$5.1M1.30%
15SPDR S&P 500 ETF TRUSTSPY9,302$4.9M1.24%
16EXXON MOBIL CORP COMXOM34,243$4.0M1.01%
17SHOPIFY INC CL ASHOP46,606$3.6M0.91%
18CARRIER GLOBAL CORPORATION COMCARR57,409$3.3M0.85%
19DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658118,837$3.0M0.77%
20VANGUARD S&P 500 ETF9229083636,234$3.0M0.76%
21OTIS WORLDWIDE CORP COMOTIS28,276$2.8M0.71%
22DIMENSIONAL U.S. EQUITY ETF25434V40140,456$2.3M0.59%
23ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860449,151$2.3M0.58%
24ACCENTURE PLC IRELAND SHS CLASS AACN6,571$2.3M0.58%
25NVIDIA CORPORATION COMNVDA2,427$2.2M0.56%
26COCA COLA CO COMKO35,800$2.2M0.56%
27M & T BK CORP COM55261F10414,989$2.2M0.55%
28ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,940$2.1M0.54%
29CHEVRON CORP NEW COMCVX12,699$2.0M0.51%
30DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,858$2.0M0.50%
31JPMORGAN CHASE & CO COMVYLD9,589$1.9M0.49%
32THE CIGNA GROUP COM1255231005,244$1.9M0.48%
33VANGUARD DIVIDEND APPRECIATION ETF9219088449,722$1.8M0.45%
34ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,791$1.7M0.42%
35VANGUARD TOTAL STOCK MARKET ETF9229087696,269$1.6M0.41%
36WALMART INC COMWMT26,507$1.6M0.41%
37JOHNSON & JOHNSON COMJNJ9,861$1.6M0.40%
38TORONTO DOMINION BK ONT COM NEWTORO22,991$1.4M0.35%
39WEBSTER FINL CORP COM94789010922,962$1.2M0.30%
40ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870318,321$1.1M0.29%
41CVS HEALTH CORP COMCVS13,599$1.1M0.28%
42WP CAREY INC COM92936U10918,916$1.1M0.27%
43VANGUARD GROWTH ETF9229087362,989$1.0M0.26%
44LOCKHEED MARTIN CORP COMLMT2,119$963,6420.24%
45PROCTER AND GAMBLE CO COM7427181095,932$962,4980.24%
46REALTY INCOME CORP COMO17,653$955,0270.24%
47ABBVIE INC COMABBV5,210$948,7320.24%
48MCDONALDS CORP COMMCD3,304$931,6200.24%
49TPI COMPOSITES INC COMTPICQ296,663$863,2890.22%
50TRAVELERS COMPANIES INC COMTRV3,683$847,5850.22%
51DIMENSIONAL US CORE EQUITY 1 ETF25434V62514,369$842,7420.21%
52DEERE & CO COMDE2,011$825,9980.21%
53ELEVANCE HEALTH INC COMELV1,588$823,4420.21%
54MICROSOFT CORP COMMSFT1,936$814,5140.21%
55BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,854$779,6440.20%
56UNITEDHEALTH GROUP INC COMUNH1,459$721,7670.18%
57INTERNATIONAL BUSINESS MACHS COMINTR3,764$718,7730.18%
58KRAFT HEINZ CO COMKHC18,378$678,1480.17%
59VANGUARD SHORT-TERM TREASURY ETF92206C10211,365$659,9660.17%
60HONEYWELL INTL INC COM4385161063,165$649,6160.17%
61CORNING INC COMGLW19,502$642,7860.16%
62BLACKSTONE INC COMBX4,813$632,2840.16%
63HOME DEPOT INC COMHD1,621$621,8160.16%
64VERIZON COMMUNICATIONS INC COMVZ14,657$614,9890.16%
65EMERSON ELEC CO COMEMR5,277$598,5170.15%
66INVESCO QQQ TRUST SERIES IIVZ1,337$593,6410.15%
67AMAZON COM INC COMAMZN3,226$581,9060.15%
68ALPHABET INC CAP STK CL AGOOG3,834$578,6660.15%
69ISHARES MORNINGSTAR GROWTH ETF4642871197,480$564,5900.14%
70ENTERPRISE PRODS PARTNERS L P COM29379210719,342$564,4080.14%
71PHILIP MORRIS INTL INC COM7181721096,069$556,0510.14%
72KEYCORP COM49326710834,094$539,0260.14%
73CATERPILLAR INC COMCAT1,464$536,3790.14%
74PEPSICO INC COMPEP2,877$503,5600.13%
75SPDR S&P DIVIDEND ETF78464A7633,743$491,2310.12%
76VISA INC COM CL AV1,725$481,4130.12%
77WELLTOWER INC COMWELL4,935$461,1260.12%
78NVIDIA CORPORATION COMNVDA507$458,1050.12%
79ORACLE CORP COMORCL-PD3,610$453,4160.12%
80VANGUARD TOTAL BOND MARKET ETF9219378356,184$449,1550.11%
81META PLATFORMS INC CL AMETA908$440,9070.11%
82BANK AMERICA CORP COM06050510411,609$440,2270.11%
83INTEL CORP COMINTC9,780$431,9880.11%
84ISHARES RUSSELL 1000 VALUE ETF4642875982,405$430,7600.11%
85CISCO SYS INC COMCSCO8,472$422,8390.11%
86VANGUARD VALUE ETF9229087442,567$418,0940.11%
87WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,434$410,8340.10%
88ISHARES RUSSELL 1000 GROWTH ETF4642876141,199$404,1230.10%
89ALPHABET INC CAP STK CL CGOOG2,640$401,9660.10%
90NORTHROP GRUMMAN CORP COMNOC794$380,0560.10%
91AVANTIS U.S. LARGE CAP VALUE ETF0250723495,687$365,4470.09%
92SS&C TECHNOLOGIES HLDGS INC COMSSNC5,641$363,1110.09%
93DIAGEO PLC SPON ADR NEWDGEAF2,431$361,5870.09%
94DIMENSIONAL US MARKETWIDE VALUE ETF25434V7248,814$360,4930.09%
95APPLE INC COMAAPL2,092$358,7360.09%
96DISNEY WALT CO COM2546871062,896$354,3660.09%
97SIMON PPTY GROUP INC NEW COM8288061092,223$347,8770.09%
98COMCAST CORP NEW CL ACCZ8,011$347,2630.09%
99PFIZER INC COMPFE12,331$342,1910.09%
100ARCHER DANIELS MIDLAND CO COMADM5,428$340,9330.09%
101AT&T INC COMT-PC19,205$338,0080.09%
102ISHARES CORE S&P US VALUE ETF4642876633,703$334,8990.09%
103MEDTRONIC PLC SHSMDT3,751$326,9000.08%
104GE AEROSPACE COM NEW3696043011,850$324,7360.08%
105MERCK & CO INC COMMRK2,452$323,5410.08%
106BROADCOM INC COMAVGO244$323,4000.08%
107WASTE MGMT INC DEL COM94106L1091,485$316,5280.08%
108KELLANOVA COMBEKE5,475$313,6630.08%
109ABBOTT LABS COMABLZF2,713$308,3600.08%
110SHERWIN WILLIAMS CO COMSHW854$296,6200.08%
111ALTRIA GROUP INC COMMO6,718$293,0530.07%
112TJX COS INC NEW COM8725401092,839$287,9310.07%
113VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$285,7650.07%
114GENERAL DYNAMICS CORP COMGD1,000$282,4900.07%
115CHUBB LIMITED COMCB1,057$273,9000.07%
116ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$268,2290.07%
117CLOROX CO DEL COMCLX1,751$268,0960.07%
118NUCOR CORP COMNUE1,343$265,7560.07%
119COLGATE PALMOLIVE CO COMCL2,934$264,1920.07%
120PUBLIC SVC ENTERPRISE GRP INC COM7445731063,951$263,8480.07%
121VANGUARD MEGA CAP VALUE ETF9219108402,141$255,8710.07%
122SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$255,0690.06%
123LOWES COS INC COM5486611071,000$254,7300.06%
124WELLS FARGO CO NEW COM9497461014,208$243,9030.06%
1253M CO COMMMM2,299$243,8900.06%
126AUTOMATIC DATA PROCESSING INC COMADP972$242,7470.06%
127GENERAL MLS INC COM3703341043,393$237,3770.06%
128UTILITIES SELECT SECTOR SPDR FUND81369Y8863,442$225,9670.06%
129OMNICOM GROUP INC COMOMC2,329$225,3540.06%
130ASTRAZENECA PLC SPONSORED ADRAZN3,283$222,4230.06%
131CADENCE DESIGN SYSTEM INC COMCDNS691$215,0940.05%
132VANGUARD LARGE-CAP ETF922908637896$214,8250.05%
133VANGUARD SMALL CAP VALUE ETF9229086111,108$212,6030.05%
134CSX CORP COMCSX5,724$212,1890.05%
135DOW INC COMDOW3,614$209,3850.05%
136META PLATFORMS INC CL AMETA400$194,2320.05%
137VANGUARD SMALL-CAP ETF922908751790$180,5860.05%
138MARVELL TECHNOLOGY INC COMMRVL2,540$180,0350.05%
139COSTCO WHSL CORP NEW COM22160K105243$178,0290.05%
140BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A422$177,4590.05%
141ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,425$175,4920.04%
142PINNACLE WEST CAP CORP COMPNW2,335$174,4950.04%
143VANGUARD TAX-EXEMPT BOND ETF9229077463,425$173,3050.04%
144LAM RESEARCH CORP COMLRCX178$172,9390.04%
145NEXTERA ENERGY INC COMNEE-PW2,635$168,4030.04%
146JOHNSON CTLS INTL PLC SHSG515021052,496$163,0390.04%
147L3HARRIS TECHNOLOGIES INC COMLHX760$161,9560.04%
148ISHARES CORE HIGH DIVIDEND ETF46429B6631,460$160,9290.04%
149ILLINOIS TOOL WKS INC COM452308109595$159,6560.04%
150BRISTOL-MYERS SQUIBB CO COMCELG-RI2,899$157,2000.04%
151MANULIFE FINL CORP COM56501R1066,277$156,8720.04%
152ISHARES SELECT DIVIDEND ETF4642871681,255$154,5910.04%
153GLADSTONE LD CORP COM37654910111,365$151,6090.04%
154PROLOGIS INC. COMPLDGP1,139$148,3210.04%
155DUPONT DE NEMOURS INC COMDD1,921$147,2470.04%
156KIMBERLY-CLARK CORP COMKMB1,128$145,9070.04%
157VANGUARD MID-CAP GROWTH ETF922908538615$145,0110.04%
158WALGREENS BOOTS ALLIANCE INC COM9314271086,666$144,5860.04%
159ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$144,1250.04%
160CATERPILLAR INC COMCAT387$141,8080.04%
161ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$139,5820.04%
162XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$138,1390.04%
163ALPHABET INC CAP STK CL AGOOG907$136,8940.03%
164AVANTIS U.S. EQUITY ETF0250728851,529$136,8460.03%
165AMGEN INC COMAMGN480$136,5680.03%
166MONDELEZ INTL INC CL A6092071051,891$132,3700.03%
167DOLLAR TREE INC COMDLTR993$132,2180.03%
168AVANGRID INC COM05351W1033,626$132,1310.03%
169ISHARES MORNINGSTAR VALUE ETF4642881091,710$131,4310.03%
170LENNAR CORP CL ALEN-B763$131,2210.03%
171BROADCOM INC COMAVGO98$129,8900.03%
172BOEING CO COMBA-PA673$129,8820.03%
173ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$129,4780.03%
174UNITEDHEALTH GROUP INC COMUNH260$128,6220.03%
175MARRIOTT INTL INC NEW CL A571903202509$128,4260.03%
176UNION PAC CORP COMUNP518$127,3920.03%
177EXXON MOBIL CORP COMXOM1,085$126,1200.03%
178TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100919$124,9670.03%
179CORTEVA INC COMCTVA2,162$124,6740.03%
180MODERNA INC COMMRNA1,162$123,8230.03%
181SCOTTS MIRACLE-GRO CO CL ASMG1,650$123,0740.03%
182ISHARES RUSSELL MIDCAP ETF4642874991,460$122,7710.03%
183TEXAS INSTRS INC COM882508104701$122,1210.03%
184LINDE PLC SHSLIN263$122,1160.03%
185MONOLITHIC PWR SYS INC COM609839105180$121,9360.03%
186ADOBE INC COMADBE241$121,6090.03%
187YUM BRANDS INC COMYUM877$121,5960.03%
188FEDEX CORP COMFDX419$121,4010.03%
189ISHARES RUSSELL 2000 VALUE ETF464287630758$120,3780.03%
190AIR PRODS & CHEMS INC COMAIIR495$119,9240.03%
191HILLENBRAND INC COM4315711082,330$117,1760.03%
192ENBRIDGE INC COMENNPF3,141$113,6280.03%
193ISHARES RUSSELL 2000 ETF464287655537$112,9310.03%
194ONEOK INC NEW COMOKE1,383$110,8750.03%
195WATTS WATER TECHNOLOGIES INC CL AWTS521$110,7390.03%
196SCHWAB US DIVIDEND EQUITY ETF8085247971,365$110,0750.03%
197PACER US CASH COWS 100 ETF69374H8811,874$108,8980.03%
198AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,650$108,6690.03%
199NIKE INC CL BNKE1,155$108,5470.03%
200ISHARES U.S. FINANCIALS ETF4642877881,132$108,2760.03%
201THERMO FISHER SCIENTIFIC INC COMTMO186$108,1050.03%
202WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$107,8200.03%
203KENVUE INC COMKVUE4,953$106,2830.03%
204INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704832$104,7990.03%
205DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,041$104,6410.03%
206SKECHERS U S A INC CL A8305661051,673$102,4880.03%
207SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,799$101,2960.03%
208SPDR S&P MIDCAP 400 ETF TRUSTMDY182$101,2650.03%
209TESLA INC COMTSLA570$100,2000.03%
210ISHARES FLOATING RATE BOND ETF46429B6551,960$100,0780.03%
211FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,364$99,5720.03%
212AMERICAN TOWER CORP NEW COM03027X100502$99,1900.03%
213M D C HLDGS INC COM5526761081,555$97,8250.02%
214VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,603$96,6320.02%
215ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1001,960$96,4710.02%
216OREILLY AUTOMOTIVE INC COM67103H10785$95,9550.02%
217ISHARES U.S. HEALTHCARE ETF4642877621,525$94,3980.02%
218WHIRLPOOL CORP COMWHR-PA771$92,2230.02%
219AMERICAN EXPRESS CO COMAXP401$91,3040.02%
220HOME DEPOT INC COMHD238$91,2970.02%
221NU HLDGS LTD ORD SHS CL ANU7,649$91,2530.02%
222T-MOBILE US INC COMTMUSZ545$88,9550.02%
223SERVICENOW INC COMNOW115$87,6760.02%
224FERRARI N V COMRACE200$87,2560.02%
225UBER TECHNOLOGIES INC COMUBER1,125$86,6140.02%
226WEST PHARMACEUTICAL SVSC INC COM955306105218$86,2650.02%
227DANAHER CORPORATION COM235851102342$85,4040.02%
228ISHARES MSCI EMERGING MARKETS ETF4642872342,070$85,0360.02%
229TARO PHARMACEUTICAL INDS LTD SHSM8737E1082,000$84,6800.02%
230DANAHER CORPORATION COM235851102339$84,6550.02%
231CAMPBELL SOUP CO COMCPB1,865$82,8990.02%
232PPL CORP COMPPLC3,000$82,5900.02%
233CITIGROUP INC COM NEWC-PR1,290$81,5890.02%
234ELI LILLY & CO COMLLY104$80,9080.02%
235AON PLC SHS CL AAON242$80,7600.02%
236SCHLUMBERGER LTD COM STKSLB1,466$80,3750.02%
237JPMORGAN CHASE & CO COMVYLD401$80,3200.02%
238VISA INC COM CL AV287$80,0960.02%
239APPLIED MATLS INC COM038222105382$78,7220.02%
240PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467757$76,7260.02%
241STARBUCKS CORP COMSBUX839$76,7090.02%
242WISDOMTREE U.S. HIGH DIVIDEND FUNDWT885$76,6940.02%
243VANGUARD EXTENDED MARKET ETF922908652437$76,5930.02%
244ORACLE CORP COMORCL-PD609$76,4960.02%
245INVESCO WATER RESOURCES ETFIVZ1,133$75,4240.02%
246ACCENTURE PLC IRELAND SHS CLASS AACN216$74,8680.02%
247IQVIA HLDGS INC COMIQV296$74,8550.02%
248DEERE & CO COMDE182$74,7550.02%
249CONSOLIDATED EDISON INC COMED821$74,5960.02%
250MEDPACE HLDGS INC COMMEDP184$74,3640.02%
251ISHARES MSCI EAFE ETF464287465929$74,1900.02%
252CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$73,5560.02%
253AVANTIS INTERNATIONAL EQUITY ETF0250727031,098$69,9870.02%
254MASTERCARD INCORPORATED CL AMA144$69,3460.02%
255ALPHABET INC CAP STK CL CGOOG448$68,2120.02%
256ADOBE INC COMADBE135$68,1210.02%
257ZIMMER BIOMET HOLDINGS INC COMZBH515$67,9700.02%
258CDW CORP COMCDW265$67,7820.02%
259TERADYNE INC COMTER600$67,6980.02%
260VANECK SEMICONDUCTOR ETF92189F676300$67,4970.02%
261SOUTHERN CO COMSOMN935$67,0770.02%
262PACCAR INC COMPCAR523$64,7940.02%
263DIAMONDBACK ENERGY INC COMFANG313$62,0270.02%
264DUKE ENERGY CORP NEW COM NEWDUKB635$61,4110.02%
265GOLDMAN SACHS GROUP INC COMGSCE147$61,4000.02%
266B & G FOODS INC NEW COMBGS5,272$60,3120.02%
267UNIVERSAL HLTH SVCS INC CL B913903100323$58,9350.01%
268SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4741,954$58,1710.01%
269MARATHON PETE CORP COMMARA287$57,8310.01%
270HDFC BANK LTD SPONSORED ADSHDB1,000$55,9700.01%
271INTUIT COMINTU85$55,2500.01%
272ISHARES CORE S&P 500 ETF464287200105$55,2020.01%
273WASTE MGMT INC DEL COM94106L109257$54,7800.01%
274UNITED PARCEL SERVICE INC CL BUPS362$53,8040.01%
275PENTAIR PLC SHSPNR627$53,5710.01%
276PALO ALTO NETWORKS INC COMPANW187$53,1320.01%
277WILLIS TOWERS WATSON PLC LTD SHSWTW192$52,8000.01%
278FORD MTR CO DEL COM3453708603,957$52,5530.01%
279RPM INTL INC COM749685103438$52,1000.01%
280TARGET CORP COMTGT293$51,9170.01%
281DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V6901,527$51,4140.01%
282NORFOLK SOUTHN CORP COM655844108200$50,9740.01%
283JACOBS SOLUTIONS INC COMJ313$48,1170.01%
284FISERV INC COMFISV301$48,1060.01%
285SYSCO CORP COMSYY591$47,9770.01%
286UNION PAC CORP COMUNP194$47,7100.01%
287NVENT ELECTRIC PLC SHSNVT627$47,2760.01%
288ISHARES MSCI EAFE VALUE ETF464288877864$47,0020.01%
289VANGUARD CORE BOND ETF922020748613$46,8920.01%
290VANGUARD MID-CAP ETF922908629185$46,2240.01%
291ISHARES U.S. AEROSPACE & DEFENSE ETF464288760350$46,1760.01%
292KLA CORP COM NEWKLAC65$45,4070.01%
293CLEVELAND-CLIFFS INC NEW COMCLF1,990$45,2450.01%
294BLACKROCK INC COMBLK54$45,0200.01%
295AUTOMATIC DATA PROCESSING INC COMADP178$44,4540.01%
296OMNICOM GROUP INC COMOMC458$44,3160.01%
297AON PLC SHS CL AAON132$44,0510.01%
298OCCIDENTAL PETE CORP COM674599105673$43,7380.01%
299INTERNATIONAL BUSINESS MACHS COMINTR227$43,3480.01%
300INVESCO S&P 500 EQUAL WEIGHT ETFIVZ255$43,1890.01%
301MGP INGREDIENTS INC NEW COMMGPI500$43,0650.01%
302CITIGROUP INC COM NEWC-PR675$42,6870.01%
303VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775727$42,6390.01%
304CONAGRA BRANDS INC COMCAG1,430$42,3850.01%
305INVESCO ENERGY EXPLORATION & PRODUCTION ETFIVZ1,162$41,6000.01%
306FASTENAL CO COMFAST519$40,0360.01%
307FMC CORP COM NEWFMC620$39,4940.01%
308VANGUARD FTSE DEVELOPED MARKETS ETF921943858787$39,4840.01%
309WARNER BROS DISCOVERY INC COM SER AWBD4,510$39,3720.01%
310ON SEMICONDUCTOR CORP COMON532$39,1290.01%
311COSTCO WHSL CORP NEW COM22160K10553$38,8290.01%
312REAVES UTIL INCOME FD COM SH BEN INT7561581011,440$38,8220.01%
313WESTERN UN CO COMWU2,774$38,7810.01%
314FIVE BELOW INC COMFIVE212$38,4530.01%
315NETFLIX INC COMNFLX63$38,2620.01%
316INTERCONTINENTAL EXCHANGE INC COM45866F104275$37,7930.01%
317MCDONALDS CORP COMMCD133$37,4990.01%
318ENERGY SELECT SECTOR SPDR FUND81369Y506392$37,0090.01%
319ASML HOLDING N V N Y REGISTRY SHSASMLF38$36,8780.01%
320PROGRESSIVE CORP COM743315103172$35,5730.01%
321MORPHIC HLDG INC COM61775R1051,000$35,2000.01%
322YUM CHINA HLDGS INC COMYUMC877$34,8960.01%
323TJX COS INC NEW COM872540109344$34,8880.01%
324EATON CORP PLC SHSETN110$34,3950.01%
325NNN REIT INC COMNNN804$34,3630.01%
326PAYPAL HLDGS INC COMPYPL510$34,1650.01%
327ISHARES SEMICONDUCTOR ETF464287523150$33,8880.01%
328ISHARES CORE S&P U.S. GROWTH ETF464287671289$33,8740.01%
329BLOCK INC CL ABSQKZ400$33,8320.01%
330ISHARES CORE U.S. AGGREGATE BOND ETF464287226344$33,6910.01%
331ADVANCED MICRO DEVICES INC COMAMD184$33,2100.01%
332CONOCOPHILLIPS COMCOP258$32,8380.01%
333DRAFTKINGS INC NEW COM CL ADKNG718$32,6040.01%
334CARDINAL HEALTH INC COMCAH286$32,0030.01%
335FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND33735K108259$31,9300.01%
336BP PLC SPONSORED ADRBPPFF834$31,4250.01%
337CENCORA INC COMCOR129$31,3460.01%
338EATON CORP PLC SHSETN100$31,2680.01%
339CONSTELLATION BRANDS INC CL ASTZ115$31,2520.01%
340ECOLAB INC COMECL134$30,9410.01%
341DISNEY WALT CO COM254687106252$30,8350.01%
342IDEXX LABS INC COM45168D10457$30,7760.01%
343BOSTON BEER INC CL ASAM100$30,4420.01%
344MARATHON PETE CORP COMMARA150$30,2250.01%
345CONSTELLATION ENERGY CORP COMCEG163$30,1310.01%
346DOMINION ENERGY INC COMD612$30,1150.01%
347ISHARES CONVERTIBLE BOND ETF46435G102375$29,9360.01%
348INTUITIVE SURGICAL INC COM NEWISRG74$29,5330.01%
349PRUDENTIAL FINL INC COMPUKPF251$29,4670.01%
350ALERIAN MLP INDEX ETN DUE MAY 24 2024VYLD1,034$29,4590.01%
351FIRST CTZNS BANCSHARES INC N C CL A31946M10318$29,4300.01%
352DEVON ENERGY CORP NEW COM25179M103584$29,3050.01%
353ENERGY TRANSFER L P COM UT LTD PTNET-PI1,840$28,9430.01%
354PULTE GROUP INC COM745867101236$28,4660.01%
355VANECK GOLD MINERS ETF92189F106900$28,4580.01%
356US BANCORP DEL COM NEWUSB-PS623$27,8480.01%
357NET LEASE OFFICE PROPERTIES COMNLOP1,165$27,7270.01%
358COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH378$27,7040.01%
359ISHARES RUSSELL 1000 ETF46428762296$27,6510.01%
360WELLS FARGO CO NEW COM949746101477$27,6470.01%
361PROCTER AND GAMBLE CO COM742718109167$27,0960.01%
362PUBLIC STORAGE OPER CO COMPSA-PS93$26,9760.01%
363DOXIMITY INC CL ADOCS1,000$26,9100.01%
364IDEXX LABS INC COM45168D10449$26,4570.01%
365ARCH CAP GROUP LTD ORDG0450A105286$26,4380.01%
366QUALCOMM INC COMQCOM156$26,3830.01%
367PIONEER NAT RES CO COM723787107100$26,2500.01%
368CAMECO CORP COMCCJ600$25,9920.01%
369HYATT HOTELS CORP COM CL AH162$25,8580.01%
370FREEPORT-MCMORAN INC CL BFCX543$25,5320.01%
371NEWMONT CORP COMNEMCL700$25,0880.01%
372SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10963$25,0590.01%
373CAPITAL ONE FINL CORP COM14040H105168$25,0140.01%
374BLACKROCK INC COMBLK30$25,0110.01%
375TARGET CORP COMTGT141$24,9870.01%
376CONOCOPHILLIPS COMCOP196$24,9470.01%
377LINDE PLC SHSLIN53$24,6090.01%
378SAP SE SPON ADRSAPGF126$24,5300.01%
379PROSHARES ULTRA TECHNOLOGY74347R693401$24,3810.01%
380ZOETIS INC CL AZTS143$24,1970.01%
381BECTON DICKINSON & CO COMBDX97$24,0030.01%
382ISHARES U.S. ENERGY ETF464287796480$23,7120.01%
383MCKESSON CORP COMMCK44$23,6210.01%
384STRYKER CORPORATION COMSYK66$23,6190.01%
385CUMMINS INC COMCMI80$23,5720.01%
386BANK OZK LITTLE ROCK ARK COMOZKAP518$23,5480.01%
387GLOBAL X SILVER MINERS ETF37954Y848850$23,3410.01%
388ISHARES MSCI USA QUALITY FACTOR ETF46432F339142$23,3380.01%
389ISHARES CORE S&P SMALL CAP ETF464287804210$23,2090.01%
390STATE STR CORP COMSTT-PG300$23,1960.01%
391TEXAS ROADHOUSE INC COMTXRH150$23,1710.01%
392SMITH A O CORP COMAOS257$22,9910.01%
393BLOOMIN BRANDS INC COMBLMN801$22,9730.01%
394PNC FINL SVCS GROUP INC COM693475105141$22,7860.01%
395EVERCORE INC CLASS AEVR118$22,7260.01%
396GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC249$22,6370.01%
397WENDYS CO COM95058W1001,200$22,6080.01%
398DICKS SPORTING GOODS INC COM253393102100$22,4860.01%
399WK KELLOGG CO COM SHS92942W1071,188$22,3340.01%
400EATON VANCE TAX-MANAGED GLOBAL COMETN2,734$22,3090.01%
401DOVER CORP COMDOV125$22,1490.01%
402AUTODESK INC COMADSK85$22,1360.01%
403WISDOMTREE U.S. TOTAL DIVIDEND FUNDWT313$22,1340.01%
404NUCOR CORP COMNUE111$21,9670.01%
405MSA SAFETY INC COMMNESP113$21,8760.01%
406MCCORMICK & CO INC COM NON VTGMKC-V284$21,8140.01%
407SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X533650$21,7820.01%
408FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H106514$21,7060.01%
409MASTERCARD INCORPORATED CL AMA45$21,6710.01%
410AGCO CORP COMAGCO175$21,5290.01%
411NIKE INC CL BNKE219$20,5820.01%
412FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302100$20,5090.01%
413MICRON TECHNOLOGY INC COMMU173$20,3950.01%
414ULTA BEAUTY INC COMULTA39$20,3920.01%
415WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT414$20,1910.01%
416MOLSON COORS BEVERAGE CO CL BTAP-A300$20,1750.01%
417AMERICAN INTL GROUP INC COM NEW026874784254$19,8550.01%
418CANADIAN PACIFIC KANSAS CITY COMCP224$19,7710.01%
419INVESCO DORSEY WRIGHT MOMENTUM ETFIVZ200$19,7560.01%
420LULULEMON ATHLETICA INC COMLULU50$19,5330.00%
421VANECK JUNIOR GOLD MINERS ETF92189F791500$19,3700.00%
422QUIDELORTHO CORP COMQDEL400$19,1760.00%
423GEO GROUP INC NEW COMGEO1,350$19,0620.00%
424ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620375$19,0390.00%
425ZOETIS INC CL AZTS112$18,9520.00%
426VANGUARD FTSE EUROPE ETF922042874280$18,8550.00%
427GOLDMAN SACHS GROUP INC COMGSCE45$18,7960.00%
428PRUDENTIAL FINL INC COMPUKPF159$18,7240.00%
429CLEARBRIDGE MLP AND MIDSTRM FD COM184692200409$18,7240.00%
430THERMO FISHER SCIENTIFIC INC COMTMO32$18,5990.00%
431DELTA AIR LINES INC DEL COM NEWDAL385$18,4300.00%
432INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETFIVZ200$18,1820.00%
433TAKE-TWO INTERACTIVE SOFTWARE COMTTWO121$17,9670.00%
434GENERAL MTRS CO COM37045V100393$17,8230.00%
435TEXAS INSTRS INC COM882508104102$17,7690.00%
436CIVITAS RESOURCES INC COM NEW17888H103234$17,7630.00%
437LINDE PLC SHSLIN38$17,6440.00%
438QUALCOMM INC COMQCOM104$17,6070.00%
439VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409227$17,5490.00%
440HILTON WORLDWIDE HLDGS INC COMHLT82$17,4910.00%
441INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETFIVZ527$17,3280.00%
442PIMCO DYNAMIC INCOME FD SHS72201Y101888$17,1300.00%
443GSK PLC SPONSORED ADRGLAXF399$17,0980.00%
444DTE ENERGY CO COMDTK150$16,8210.00%
445DARDEN RESTAURANTS INC COMDRI100$16,7150.00%
446EQUINIX INC COMEQIX20$16,5070.00%
447PACER TRENDPILOT US LARGE CAP ETF69374H105345$16,4630.00%
448NXP SEMICONDUCTORS N V COMNXPI66$16,3530.00%
449NOVARTIS AG SPONSORED ADRNVSEF168$16,2560.00%
450ADVANCED MICRO DEVICES INC COMAMD90$16,2440.00%
451NVR INC COMNVR2$16,2000.00%
452FIDELITY NASDAQ COMPOSITE INDEX ETF315912808251$16,1640.00%
453COHEN & STEERS QUALITY INCOME COM19247L1061,325$16,0060.00%
454CYBERARK SOFTWARE LTD SHSM2682V10860$15,9380.00%
455GENERAL MTRS CO COM37045V100350$15,8730.00%
456T-MOBILE US INC COMTMUSZ97$15,8320.00%
457PLANET FITNESS INC CL APLNT250$15,6580.00%
458CHAMPIONX CORPORATION COM15872M104434$15,5760.00%
459HALLIBURTON CO COMHAL394$15,5310.00%
460GENUINE PARTS CO COMGPC100$15,4930.00%
461MERCURY GENL CORP NEW COM589400100300$15,4800.00%
462AMGEN INC COMAMGN54$15,3530.00%
463GILEAD SCIENCES INC COMGILD208$15,2030.00%
464NETFLIX INC COMNFLX25$15,1830.00%
465TEXTRON INC COMTXT157$15,0610.00%
466ARCHROCK INC COMAROC765$15,0480.00%
467COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI230$15,0260.00%
468CANADIAN PACIFIC KANSAS CITY COMCP170$15,0050.00%
469EQUINIX INC COMEQIX18$14,8560.00%
470SILVERSUN TECHNOLOGIES INC COM NEW82846H2071,126$14,8520.00%
471PUBLIC STORAGE OPER CO COMPSA-PS51$14,7930.00%
472NISOURCE INC COMNI534$14,7700.00%
473ISHARES SILVER TRUSTSLV638$14,5150.00%
474UNION PAC CORP COMUNP59$14,5100.00%
475VALERO ENERGY CORP COMVLO85$14,5090.00%
476SPROTT PHYSICAL SILVER TR TR UNITSII1,750$14,5080.00%
477WESTERN ALLIANCE BANCORP COMWAL-PA221$14,1860.00%
478CULLEN FROST BANKERS INC COMCFR-PB126$14,1840.00%
479DT MIDSTREAM INC COMMON STOCKDTM232$14,1750.00%
480METLIFE INC COMMET-PF190$14,0810.00%
481KYNDRYL HLDGS INC COMMON STOCKKD646$14,0570.00%
482PHILLIPS 66 COMPSX86$14,0470.00%
483WYNDHAM HOTELS & RESORTS INC COMWH183$14,0450.00%
484TAYLOR MORRISON HOME CORP COMTMHC225$13,9880.00%
485VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771306$13,9570.00%
486COTERRA ENERGY INC COMCTRA500$13,9400.00%
487FORD MTR CO DEL COM3453708601,047$13,9040.00%
488TRACTOR SUPPLY CO COMTSCO53$13,8710.00%
489ABBOTT LABS COMABLZF122$13,8670.00%
490ILLUMINA INC COMILMN100$13,7320.00%
491S&P GLOBAL INC COMSPGI32$13,6140.00%
492HESS CORP COMHESM89$13,5850.00%
493ISHARES RUSSELL 2000 GROWTH ETF46428764850$13,5400.00%
494DIODES INC COMDIOD192$13,5360.00%
495SOUTHERN CO COMSOMN188$13,4870.00%
496SCHWAB CHARLES CORP COMSCHW-PJ186$13,4550.00%
497PALANTIR TECHNOLOGIES INC CL APLTR580$13,3460.00%
498INTERNATIONAL FLAVORS&FRAGRANC COM459506101155$13,3280.00%
499GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855291$13,1790.00%
500FIDELITY MSCI ENERGY INDEX ETF316092402509$13,1680.00%