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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

Gen-Wealth Partners Inc

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0002023375-24-000002

Total Value
$201.7M
Positions
631
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 ETF78464A854273,191$16.8M8.35%
2ISHARES CORE S&P 500 ETF46428720011,512$6.1M3.01%
3ISHARES MSCI USA QUALITY FACTOR ETF46432F33932,329$5.3M2.64%
4BLACKROCK U.S. EQUITY FACTOR ROTATION ETFBLK95,056$4.2M2.10%
5ISHARES MSCI EAFE VALUE ETF46428887775,302$4.1M2.03%
6ISHARES S&P 500 GROWTH ETF46428730947,833$4.0M2.01%
7ISHARES MSCI EAFE GROWTH ETF46428888536,454$3.8M1.88%
8ISHARES ESG AWARE MSCI USA ETF46435G42526,277$3.0M1.50%
9ISHARES S&P 500 VALUE ETF46428740814,340$2.7M1.33%
10ISHARES U.S. TECHNOLOGY ETF46428772119,418$2.6M1.30%
11MICROSOFT CORP COMMSFT6,104$2.6M1.28%
12ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76441,809$2.4M1.20%
13CATERPILLAR INC COMCAT6,188$2.3M1.13%
14ISHARES CORE TOTAL USD BOND MARKET ETF46434V61349,713$2.3M1.13%
15PROCTER AND GAMBLE CO COM74271810912,892$2.1M1.04%
16WALMART INC COMWMT34,612$2.1M1.03%
17SCHWAB US AGGREGATE BOND ETF80852483942,822$2.0M0.98%
18INTERNATIONAL BUSINESS MACHS COMINTR10,213$2.0M0.97%
19JOHNSON & JOHNSON COMJNJ12,018$1.9M0.94%
20KEYCORP COM493267108118,543$1.9M0.93%
21MCDONALDS CORP COMMCD6,542$1.8M0.92%
223M CO COMMMM16,691$1.8M0.88%
23CHEVRON CORP NEW COMCVX11,054$1.7M0.87%
24AMAZON COM INC COMAMZN9,649$1.7M0.86%
25JPMORGAN CHASE & CO COMVYLD8,681$1.7M0.86%
26COCA COLA CO COMKO28,250$1.7M0.86%
27HOME DEPOT INC COMHD4,077$1.6M0.78%
28APPLE INC COMAAPL8,869$1.5M0.76%
29DISNEY WALT CO COM25468710612,086$1.5M0.73%
30AMGEN INC COMAMGN5,157$1.5M0.73%
31MERCK & CO INC COMMRK11,086$1.5M0.73%
32ISHARES NATIONAL MUNI BOND ETF46428841413,299$1.4M0.71%
33VISA INC COM CL AV4,790$1.3M0.66%
34UNITEDHEALTH GROUP INC COMUNH2,610$1.3M0.64%
35VERIZON COMMUNICATIONS INC COMVZ30,564$1.3M0.64%
36ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V80336,061$1.3M0.62%
37AMERICAN EXPRESS CO COMAXP5,464$1.2M0.62%
38INTEL CORP COMINTC28,117$1.2M0.62%
39TRAVELERS COMPANIES INC COMTRV5,254$1.2M0.60%
40DOW INC COMDOW20,715$1.2M0.60%
41ISHARES MBS ETF46428858812,466$1.2M0.57%
42CISCO SYS INC COMCSCO22,919$1.1M0.57%
43META PLATFORMS INC CL AMETA2,333$1.1M0.56%
44GOLDMAN SACHS GROUP INC COMGSCE2,703$1.1M0.56%
45SALESFORCE INC COMCRM3,685$1.1M0.55%
46NIKE INC CL BNKE11,343$1.1M0.53%
47HONEYWELL INTL INC COM4385161065,025$1.0M0.51%
48BOEING CO COMBA-PA4,972$959,5460.48%
49SPDR S&P MIDCAP 400 ETF TRUSTMDY1,630$906,9320.45%
50EXXON MOBIL CORP COMXOM7,748$900,6850.45%
51PEPSICO INC COMPEP4,944$865,1830.43%
52COLGATE PALMOLIVE CO COMCL9,149$823,8930.41%
53SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1092,045$813,4190.40%
54ISHARES MSCI USA MIN VOL FACTOR ETF46429B6979,548$798,0350.40%
55CHURCH & DWIGHT CO INC COMCHD7,584$791,1080.39%
56ISHARES 20 YEAR TREASURY BOND ETF4642874328,177$773,7310.38%
57MCCORMICK & CO INC COM NON VTGMKC-V10,064$773,0430.38%
58AUTOMATIC DATA PROCESSING INC COMADP3,079$768,8460.38%
59ABBOTT LABS COMABLZF6,639$754,6080.37%
60CLOROX CO DEL COMCLX4,856$743,4580.37%
61ISHARES RUSSELL 2000 ETF4642876553,474$730,5820.36%
62GRAINGER W W INC COM384802104713$725,3520.36%
63ABBVIE INC COMABBV3,923$714,4180.35%
64ECOLAB INC COMECL3,090$713,4920.35%
65PNC FINL SVCS GROUP INC COM6934751054,361$704,7380.35%
66SHERWIN WILLIAMS CO COMSHW2,024$703,0130.35%
67HORMEL FOODS CORP COMHRL19,903$694,4230.34%
68NEXTERA ENERGY INC COMNEE-PW10,357$661,9050.33%
69ALPHABET INC CAP STK CL AGOOG4,378$660,7720.33%
70GENERAL DYNAMICS CORP COMGD2,335$659,6320.33%
71LINDE PLC SHSLIN1,417$657,9530.33%
72ILLINOIS TOOL WKS INC COM4523081092,393$642,1360.32%
73ROPER TECHNOLOGIES INC COMROP1,134$635,9970.32%
74EXPEDITORS INTL WASH INC COM3021301095,079$617,4700.31%
75ISHARES GLOBAL ENERGY ETF46428734114,296$614,0130.30%
76ARCHER DANIELS MIDLAND CO COMADM9,717$610,3070.30%
77BECTON DICKINSON & CO COMBDX2,407$595,6230.30%
78NOVO-NORDISK A S ADRNONOF4,624$593,7220.29%
79ISHARES S&P 100 ETF4642871012,370$586,3620.29%
80EMERSON ELEC CO COMEMR5,036$571,2240.28%
81ISHARES CORE MSCI EMERGING MARKETS ETF46434G10311,049$570,1280.28%
82CONSOLIDATED EDISON INC COMED6,253$567,8040.28%
83ORACLE CORP COMORCL-PD4,484$563,2350.28%
84TARGET CORP COMTGT3,173$562,3470.28%
85BROWN FORMAN CORP CL BBF-B10,816$558,3050.28%
86SMUCKER J M CO COM NEW8326964054,421$556,5240.28%
87AT&T INC COMT-PC31,338$551,5570.27%
88BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK9,572$549,5290.27%
89PENTAIR PLC SHSPNR6,169$527,0930.26%
90MEDTRONIC PLC SHSMDT5,951$518,6300.26%
91ALBEMARLE CORP COMALB-PA3,933$518,1410.26%
92ISHARES TIPS BOND ETF4642871764,806$516,2390.26%
93CINTAS CORP COMCTAS747$513,2300.25%
94CHUBB LIMITED COMCB1,965$509,2040.25%
95NUCOR CORP COMNUE2,557$506,0410.25%
96ADOBE INC COMADBE1,003$505,8620.25%
97DOVER CORP COMDOV2,844$503,9530.25%
98SPDR S&P 500 ETF TRUSTSPY961$502,6940.25%
99BROWN & BROWN INC COMBRO5,738$502,3110.25%
100SMITH A O CORP COMAOS5,580$499,2010.25%
101BLACKROCK FLEXIBLE INCOME ETFBLK9,455$496,0090.25%
102CINCINNATI FINL CORP COM1720621013,992$495,7090.25%
103LOWES COS INC COM5486611071,944$495,2160.25%
104STRYKER CORPORATION COMSYK1,383$495,0900.25%
105COSTCO WHSL CORP NEW COM22160K105667$488,6640.24%
106ATMOS ENERGY CORP COMATO4,015$477,3110.24%
107ESSEX PPTY TR INC COM2971781051,935$473,7370.24%
108PRICE T ROWE GROUP INC COMTROW3,874$472,2670.23%
109NORDSON CORP COMNDSN1,690$463,9910.23%
110AIR PRODS & CHEMS INC COMAIIR1,914$463,7320.23%
111STANLEY BLACK & DECKER INC COMSWK4,734$463,5590.23%
112CARDINAL HEALTH INC COMCAH4,104$459,2570.23%
113AFLAC INC COMAFL5,339$458,4470.23%
114C H ROBINSON WORLDWIDE INC COM NEWCHRW6,007$457,3880.23%
115FRANKLIN RESOURCES INC COMBEN16,008$449,9900.22%
116SYSCO CORP COMSYY5,534$449,2700.22%
117AMCOR PLC ORDAMCCF47,183$448,7130.22%
118PPG INDS INC COM6935061073,068$444,5810.22%
119REALTY INCOME CORP COMO8,211$444,2250.22%
120KENVUE INC COMKVUE20,591$441,8880.22%
121KIMBERLY-CLARK CORP COMKMB3,415$441,7590.22%
122FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451014,318$440,9850.22%
123GENUINE PARTS CO COMGPC2,824$437,5430.22%
124S&P GLOBAL INC COMSPGI1,027$436,9500.22%
125WEST PHARMACEUTICAL SVSC INC COM9553061051,099$434,8870.22%
126TRACTOR SUPPLY CO COMTSCO1,487$389,0470.19%
127ISHARES U.S. INFRASTRUCTURE ETF46435U7138,927$387,0750.19%
128INVESCO S&P 500 LOW VOLATILITY ETFIVZ5,676$373,8780.19%
129VANGUARD SMALL-CAP GROWTH ETF9229085951,401$365,1380.18%
130CENCORA INC COMCOR1,490$362,0550.18%
131SPDR S&P DIVIDEND ETF78464A7632,757$361,8290.18%
132ISHARES MSCI KLD 400 SOCIAL ETF4642885703,507$353,5410.18%
133METLIFE INC COMMET-PF4,727$350,3340.17%
134NVIDIA CORPORATION COMNVDA387$349,6780.17%
135FS KKR CAP CORP COMFSK17,992$343,1110.17%
136INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,024$342,8050.17%
137FISERV INC COMFISV2,100$335,5420.17%
138AMERICAN ELEC PWR CO INC COM0255371013,875$333,6380.17%
139ACCENTURE PLC IRELAND SHS CLASS AACN956$331,3590.16%
140CONOCOPHILLIPS COMCOP2,593$330,0370.16%
141ISHARES GOLD TRUSTIAU7,850$329,7890.16%
142ISHARES ESG ADVANCED MSCI USA ETF46436E7677,272$328,3310.16%
143INTUIT COMINTU505$328,2500.16%
144AUTOZONE INC COMAZO104$327,7720.16%
145GALLAGHER ARTHUR J & CO COM3635761091,305$326,3020.16%
146FIFTH THIRD BANCORP COMFITBM8,751$325,6250.16%
147THERMO FISHER SCIENTIFIC INC COMTMO560$325,4780.16%
148ISHARES CORE HIGH DIVIDEND ETF46429B6632,904$320,0500.16%
149INTERCONTINENTAL EXCHANGE INC COM45866F1042,295$315,3330.16%
150SCHWAB 5-10 YEAR CORPORATE BOND ETF8085246986,989$310,9410.15%
151INVESCO QQQ TRUST SERIES IIVZ698$309,9190.15%
152CHECK POINT SOFTWARE TECH LTD ORDM224651041,876$307,6830.15%
153RTX CORPORATION COMRTX3,120$304,2940.15%
154ROLLINS INC COMROL6,555$303,3000.15%
155MONSTER BEVERAGE CORP NEW COMMNST5,082$301,2610.15%
156PAYCHEX INC COMPAYX2,441$299,7550.15%
157CROWDSTRIKE HLDGS INC CL ACRWD935$299,7520.15%
158SOUTHERN CO COMSOMN4,107$294,6360.15%
159VANGUARD S&P 500 ETF922908363605$290,8240.14%
160WP CAREY INC COM92936U1095,150$290,6660.14%
161CMS ENERGY CORP COMCMS-PC4,756$286,9770.14%
162ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882813,141$281,6530.14%
163CADENCE DESIGN SYSTEM INC COMCDNS898$279,5290.14%
164SUPER MICRO COMPUTER INC COMSMCI275$277,7580.14%
165FACTSET RESH SYS INC COM303075105603$273,7700.14%
166ISHARES U.S. TREASURY BOND ETF46429B26711,984$272,8760.14%
167HERSHEY CO COMHSY1,398$271,9110.14%
168ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,355$268,7430.13%
169MSCI INC COMMSCI478$267,8950.13%
170OREILLY AUTOMOTIVE INC COM67103H107236$266,4160.13%
171ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,504$262,9950.13%
172METTLER TOLEDO INTERNATIONAL COMMTD197$262,2640.13%
173ISHARES S&P MID-CAP 400 VALUE ETF4642877052,215$262,0120.13%
174PFIZER INC COMPFE9,394$260,6840.13%
175MARATHON PETE CORP COMMARA1,287$259,3310.13%
176JACOBS SOLUTIONS INC COMJ1,671$256,8830.13%
177BANK AMERICA CORP COM0605051046,697$253,9500.13%
178PACCAR INC COMPCAR2,040$252,7360.13%
179VERTIV HOLDINGS CO COM CL AVRT3,072$250,8900.12%
180BROADCOM INC COMAVGO188$249,1770.12%
181LAM RESEARCH CORP COMLRCX255$247,7500.12%
182BLACKROCK INC COMBLK295$245,9420.12%
183PUBLIC SVC ENTERPRISE GRP INC COM7445731063,566$238,1370.12%
184AXON ENTERPRISE INC COMAXON758$237,1630.12%
185VANGUARD RUSSELL 1000 VALUE ETF92206C7142,990$235,1340.12%
186DONALDSON INC COMDCI3,104$231,8070.12%
187ISHARES MSCI EAFE ETF4642874652,890$230,7950.11%
188FASTENAL CO COMFAST2,970$229,1060.11%
189TJX COS INC NEW COM8725401092,258$229,0060.11%
190WASTE MGMT INC DEL COM94106L1091,074$228,9230.11%
191ONEOK INC NEW COMOKE2,834$227,2020.11%
192BUILDERS FIRSTSOURCE INC COMBLDR1,086$226,4850.11%
193ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,156$221,5510.11%
194ISHARES CORE S&P SMALL CAP ETF4642878041,998$220,8570.11%
195VANGUARD MID-CAP VALUE ETF9229085121,399$218,1180.11%
196FAIR ISAAC CORP COMFICO172$214,9330.11%
197ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,618$211,5210.11%
198VANGUARD MID-CAP GROWTH ETF922908538893$210,5600.10%
199EDWARDS LIFESCIENCES CORP COMEW2,194$209,6590.10%
200TOLL BROTHERS INC COMTOL1,615$208,9330.10%
201APTARGROUP INC COMATR1,435$206,4820.10%
202ELI LILLY & CO COMLLY253$196,8240.10%
203CION INVT CORP COM17259U20417,859$196,4490.10%
204ISHARES SILVER TRUSTSLV8,549$194,4900.10%
205PHILLIPS 66 COMPSX1,182$193,0680.10%
206PUBLIC STORAGE OPER CO COMPSA-PS659$191,1500.09%
207NISOURCE INC COMNI6,877$190,2180.09%
208IDEX CORP COM45167R104779$190,0920.09%
209EATON CORP PLC SHSETN607$189,7970.09%
210FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,429$187,0160.09%
211ISHARES ESG ADVANCED MSCI EAFE ETF46436E7592,712$184,7690.09%
212ANSYS INC COM03662Q105530$183,9950.09%
213CORE & MAIN INC CL ACNM3,205$183,4860.09%
214KROGER CO COMKR3,200$182,8160.09%
215JFROG LTD ORD SHSFROG4,125$182,4080.09%
216VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,083$180,5340.09%
217WATERS CORP COM941848103520$179,0000.09%
218QUALCOMM INC COMQCOM1,052$178,1040.09%
219BRISTOL-MYERS SQUIBB CO COMCELG-RI3,282$177,9830.09%
220DUKE ENERGY CORP NEW COM NEWDUKB1,840$177,9460.09%
221COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH2,420$177,3620.09%
222FTAI AVIATION LTD SHSFTAIN2,630$176,9990.09%
223DOLLAR TREE INC COMDLTR1,321$175,8910.09%
224EDISON INTL COM2810201072,486$175,8350.09%
225POOL CORP COMPOOL434$175,1190.09%
226COHEN & STEERS INFRASTRUCTURE COM19248A1097,400$174,4180.09%
227FRANKLIN BSP RLTY TR INC COMMON STOCK35243J10113,039$174,2010.09%
228DOMINION ENERGY INC COMD3,534$173,8370.09%
229RESMED INC COMRSMDF877$173,6720.09%
230EXELON CORP COMEXC4,569$171,6570.09%
231GLOBAL PMTS INC COM37940X1021,284$171,6190.09%
232HENRY JACK & ASSOC INC COM426281101987$171,4720.09%
233EMCOR GROUP INC COMEME489$171,2480.09%
234CELANESE CORP DEL COMCE993$170,6570.08%
235QUEST DIAGNOSTICS INC COMDGX1,263$168,1180.08%
236TARGA RES CORP COMTRGP1,500$167,9850.08%
237HENRY SCHEIN INC COMHSIC2,222$167,8050.08%
238IDEXX LABS INC COM45168D104309$166,8380.08%
239PARKER-HANNIFIN CORP COMPH296$164,5140.08%
240TOPBUILD CORP COMBLD372$163,9520.08%
241QUANTA SVCS INC COM74762E102620$161,0760.08%
242ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,245$159,1260.08%
243GENERAL MLS INC COM3703341042,266$158,5520.08%
244FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO26,732$158,5210.08%
245STARBUCKS CORP COMSBUX1,728$157,9220.08%
246CENTERPOINT ENERGY INC COMCNP5,494$156,5240.08%
247TRANSDIGM GROUP INC COMTDG126$155,1820.08%
248COMFORT SYS USA INC COM199908104486$154,4070.08%
249MODINE MFG CO COM6078281001,610$153,2560.08%
250PRUDENTIAL FINL INC COMPUKPF1,290$151,4460.08%
251COMCAST CORP NEW CL ACCZ3,450$149,5580.07%
252AMERICAN TOWER CORP NEW COM03027X100753$148,7850.07%
253AES CORP COMAES8,193$146,9000.07%
254TEMA OBESITY & CARDIOMETABOLIC ETF87975E8834,290$146,6320.07%
255ISHARES CONVERTIBLE BOND ETF46435G1021,803$143,9330.07%
256ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8535,327$143,8290.07%
257ABERCROMBIE & FITCH CO CL AANF1,130$141,6230.07%
258DEERE & CO COMDE340$139,6520.07%
259ISHARES MSCI WORLD ETF464286392958$138,8240.07%
260FORTINET INC COMFTNT2,005$136,9620.07%
261PG&E CORP COMPCG-PX8,072$135,2870.07%
262MAKEMYTRIP LIMITED MAURITIUS SHSMMYT1,890$134,2850.07%
263ROYAL CARIBBEAN GROUP COMV7780T103960$133,4500.07%
264GENTEX CORP COMGNTX3,641$131,5130.07%
265PHILIP MORRIS INTL INC COM7181721091,435$131,4750.07%
266ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,440$131,4000.07%
267FORD MTR CO DEL COM3453708609,813$130,3140.06%
268US BANCORP DEL COM NEWUSB-PS2,912$130,1660.06%
269WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT4,404$129,7270.06%
270COPART INC COMCPRT2,229$129,1040.06%
271LAMB WESTON HLDGS INC COMLW1,205$128,3690.06%
272DARDEN RESTAURANTS INC COMDRI767$128,2040.06%
273VANGUARD SMALL CAP VALUE ETF922908611668$128,1760.06%
274SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,365$127,0130.06%
275COCA-COLA FEMSA SAB DE CV SPONSORD ADR REPCOCSF1,300$126,3600.06%
276PROGRESSIVE CORP COM743315103604$124,9190.06%
277GLOBAL NET LEASE INC COM NEWGNL-PE15,701$121,9970.06%
278ARM HOLDINGS PLC SPONSORED ADR042068205970$121,2400.06%
279DOORDASH INC CL ADASH880$121,1940.06%
280CARRIER GLOBAL CORPORATION COMCARR2,050$119,1670.06%
281ENTERPRISE PRODS PARTNERS L P COM2937921074,012$117,0700.06%
282AMERICAN WTR WKS CO INC NEW COM030420103954$116,5880.06%
283PARSONS CORP DEL COMPSN1,385$114,8860.06%
284SERVICENOW INC COMNOW150$114,3600.06%
285LOCKHEED MARTIN CORP COMLMT249$113,2630.06%
286FIRSTENERGY CORP COMFE2,930$113,1570.06%
287VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF92647N7821,699$112,0490.06%
288GE AEROSPACE COM NEW369604301634$111,3550.06%
289SPDR GOLD SHARESGLD533$109,6490.05%
290COCA COLA CONS INC COMCOKE129$109,1870.05%
291CELESTICA INC SUB VTG SHSCLS2,425$108,9800.05%
292SPX TECHNOLOGIES INC COMSPXC875$107,7390.05%
293ALTRIA GROUP INC COMMO2,441$106,4760.05%
294ARISTA NETWORKS INC COMANET362$104,9730.05%
295INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ1,833$103,3810.05%
296VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4072,100$103,2990.05%
297OTIS WORLDWIDE CORP COMOTIS1,025$101,7520.05%
298ISHARES SELECT DIVIDEND ETF464287168823$101,3770.05%
299CSX CORP COMCSX2,733$101,3120.05%
300COUCHBASE INC COM22207T1013,835$100,8990.05%
301ISHARES CORE S&P MID-CAP ETF4642875071,625$98,7030.05%
302CUMMINS INC COMCMI332$97,8240.05%
303MASTERCARD INCORPORATED CL AMA200$96,3140.05%
304SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6643,418$95,4990.05%
305BOOKING HOLDINGS INC COMBKNG26$94,3250.05%
306SEMPRA COMSREA1,313$94,3130.05%
307NVENT ELECTRIC PLC SHSNVT1,250$94,2500.05%
308NATERA INC COMNTRA1,030$94,2040.05%
309ISHARES ESG AWARE MSCI EM ETF46434G8632,869$92,4680.05%
310CLOUDFLARE INC CL A COMNET940$91,0200.05%
311PROLOGIS INC. COMPLDGP695$90,5030.04%
312INDEPENDENCE RLTY TR INC COM45378A1065,571$89,8590.04%
313EMBRAER S.A. SPONSORED ADSEMBJ3,370$89,7770.04%
314FEDERAL SIGNAL CORP COMFSS1,045$88,6890.04%
315CAVA GROUP INC COMCAVA1,250$87,5630.04%
316CONSTELLATION ENERGY CORP COMCEG469$86,6950.04%
317REV GROUP INC COM7495271073,905$86,2610.04%
318BLUE OWL CAPITAL INC COM CL AOWL4,550$85,8130.04%
319BLUE BIRD CORP COMBLBD2,210$84,7310.04%
320INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ1,871$83,0720.04%
321DREAM FINDERS HOMES INC COM CL ADFH1,895$82,8680.04%
322CYBERARK SOFTWARE LTD SHSM2682V108311$82,6110.04%
323BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETFBLK1,808$82,5800.04%
324EVERGY INC COMEVRG1,519$81,0840.04%
325GIGACLOUD TECHNOLOGY INC CLASS A ORDGCT3,020$80,6940.04%
326SHARKNINJA INC COM SHSSN1,295$80,6660.04%
327ARCHROCK INC COMAROC4,100$80,6470.04%
328CALAMOS CONV OPPORTUNITIES & I SH BEN INT1281171087,040$79,9040.04%
329EQUITABLE HLDGS INC COMEQH-PC2,100$79,8210.04%
330HUBSPOT INC COMHUBS127$79,5730.04%
331KINDER MORGAN INC DEL COMEP-PC4,257$78,0730.04%
332EAGLE MATLS INC COM26969P108286$77,7210.04%
333VISTRA CORP COMVST1,105$76,9630.04%
334CRH PLC ORDCRH885$76,3400.04%
335MONDAY COM LTD SHSMNDY334$75,4410.04%
336PALANTIR TECHNOLOGIES INC CL APLTR3,239$74,5290.04%
337BELLRING BRANDS INC COMMON STOCKBRBR1,250$73,7880.04%
338INSTALLED BLDG PRODS INC COM45780R101284$73,4790.04%
339FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171091,900$73,1120.04%
340TRADEWEB MKTS INC CL A892672106700$72,9190.04%
341ENTERGY CORP NEW COMENO673$71,1230.04%
342VANGUARD VALUE ETF922908744434$70,7160.04%
343ISHARES CORE DIVIDEND GROWTH ETF46434V6211,217$70,6590.04%
344LAMAR ADVERTISING CO NEW CL ALAMR583$69,6160.03%
345CONFLUENT INC CLASS A COM20717M1032,280$69,5860.03%
346VANGUARD MID-CAP ETF922908629278$69,4610.03%
347ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158660$69,1220.03%
348DTE ENERGY CO COMDTK612$68,6300.03%
349TOTALENERGIES SE SPONSORED ADSTTE965$66,4210.03%
350BANK NEW YORK MELLON CORP COM0640581001,145$65,9750.03%
351VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406532$64,3670.03%
352APPLIED MATLS INC COM038222105311$64,1380.03%
353EATON VANCE TAX-MANAGED GLOBAL COMETN7,800$63,6480.03%
354JOHNSON CTLS INTL PLC SHSG51502105957$62,5110.03%
355JUNIPER NETWORKS INC COM48203R1041,655$61,3340.03%
356ISHARES BITCOIN TRUST REGISTEREDIBIT1,480$59,8960.03%
357EASTMAN CHEM CO COMEMN589$59,0300.03%
358GENERAL MTRS CO COM37045V1001,289$58,4560.03%
359HP INC COMHPQ1,924$58,1430.03%
360VANGUARD TOTAL STOCK MARKET ETF922908769220$57,1770.03%
361HUNTINGTON BANCSHARES INC COMHBANP4,042$56,3860.03%
362TC ENERGY CORP COMTRPRF1,374$55,2350.03%
363BP PLC SPONSORED ADRBPPFF1,440$54,2590.03%
364SPDR S&P 600 SMALL CAP GROWTH ETF78464A201619$53,9590.03%
365BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A127$53,4060.03%
366DANAHER CORPORATION COM235851102211$52,6910.03%
367CROWN CASTLE INC COMCCI489$51,7510.03%
368SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409700$51,2050.03%
369BLACK HILLS CORP COMBKH933$50,9420.03%
370PEAKSTONE REALTY TRUST COMMON SHARESPKST3,150$50,8100.03%
371TIMKEN CO COMTKR575$50,2720.02%
372FORTUNE BRANDS INNOVATIONS INC COMFBIN588$49,7860.02%
373PPL CORP COMPPLC1,801$49,5820.02%
374WARNER BROS DISCOVERY INC COM SER AWBD5,507$48,0760.02%
375CVS HEALTH CORP COMCVS595$47,4570.02%
376UNITED PARCEL SERVICE INC CL BUPS316$46,9670.02%
377HEALTHPEAK PROPERTIES INC COMDOC2,451$45,9560.02%
378CITIGROUP INC COM NEWC-PR725$45,8490.02%
379WHIRLPOOL CORP COMWHR-PA381$45,5790.02%
380TERADYNE INC COMTER400$45,1320.02%
381SPDR DOW JONES REIT ETF78464A607471$44,3920.02%
382WEC ENERGY GROUP INC COMWEC534$43,8520.02%
383HUNTINGTON INGALLS INDS INC COM446413106150$43,7210.02%
384WESTROCK CO COMWEST855$42,2800.02%
385CITIZENS FINL GROUP INC COMCIA1,165$42,2780.02%
386SCHWAB CHARLES CORP COMSCHW-PJ571$41,3060.02%
387FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF774$41,0990.02%
388GILEAD SCIENCES INC COMGILD547$40,0680.02%
389MANPOWERGROUP INC WIS COMMAN515$39,9850.02%
390GABELLI EQUITY TR INC COMGAB-PK6,935$38,2810.02%
391DIGITAL RLTY TR INC COM253868103265$38,1710.02%
392NORFOLK SOUTHN CORP COM655844108145$36,9560.02%
393CONSTRUCTION PARTNERS INC COM CL AROAD655$36,7780.02%
394VANGUARD FTSE DEVELOPED MARKETS ETF921943858733$36,7750.02%
395KULICKE & SOFFA INDS INC COM501242101710$35,7200.02%
396VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF92647N774691$35,4140.02%
397GAMING & LEISURE PPTYS INC COM36467J108759$34,9670.02%
398OGE ENERGY CORP COMOGE1,014$34,7800.02%
399KIMCO RLTY CORP COM49446R1091,755$34,4160.02%
400ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF464286533606$34,2940.02%
401VALERO ENERGY CORP COMVLO200$34,1380.02%
402ENBRIDGE INC COMENNPF943$34,1180.02%
403HEWLETT PACKARD ENTERPRISE CO COMHPE-PC1,897$33,6340.02%
404BRIGHTSPIRE CAPITAL INC COM CL ABRSP4,870$33,5540.02%
405AMEREN CORP COMAEE446$32,9860.02%
406ULTA BEAUTY INC COMULTA62$32,4190.02%
407OMEGA HEALTHCARE INVS INC COM681936100945$29,9280.01%
408PEOPLES BANCORP INC COMPEBO1,000$29,6100.01%
409ALLIANT ENERGY CORP COMLNT576$29,0300.01%
410WELLS FARGO CO NEW COM949746101500$28,9800.01%
411PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,643$28,8510.01%
412VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF922042676620$26,1270.01%
413CLEARWAY ENERGY INC CL CCWEN-A1,100$25,3550.01%
414KEYSIGHT TECHNOLOGIES INC COMKEYS161$25,1770.01%
415VONTIER CORPORATION COMVNT547$24,8120.01%
416ISHARES PREFERRED & INCOME SECURITIES ETF464288687760$24,4950.01%
417PINNACLE WEST CAP CORP COMPNW300$22,4190.01%
418ISHARES MSCI EMERGING MARKETS ETF464287234535$21,9780.01%
419WHEATON PRECIOUS METALS CORP COMWPM450$21,2090.01%
420CLEVELAND-CLIFFS INC NEW COMCLF910$20,6930.01%
421BARRICK GOLD CORP COM0679011081,200$19,9680.01%
422NORTHWESTERN ENERGY GROUP INC COM NEWNWE380$19,3530.01%
423GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC203$18,4620.01%
424NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW608$18,2890.01%
425FORTIS INC COMFTRSF459$18,1350.01%
426MAGNA INTL INC COM559222401331$18,0330.01%
427ADVANCED MICRO DEVICES INC COMAMD98$17,6880.01%
428ONE GAS INC COMOGS273$17,6170.01%
429EVERSOURCE ENERGY COMES287$17,1540.01%
430MARATHON OIL CORP COMMARA580$16,4460.01%
431ISHARES U.S. MEDICAL DEVICES ETF464288810277$16,2380.01%
432PIONEER HIGH INCOME FUND INC COM72369H1062,115$16,2010.01%
433DUPONT DE NEMOURS INC COMDD209$16,0240.01%
434MDU RES GROUP INC COM552690109617$15,5480.01%
435TEXAS INSTRS INC COM88250810489$15,5050.01%
436NATIONAL GRID PLC SPONSORED ADR NENMPWP223$15,2130.01%
437OCCIDENTAL PETE CORP COM674599105217$14,1210.01%
438ISHARES RUSSELL MID-CAP VALUE ETF464287473110$13,7860.01%
439BRIGHTHOUSE FINL INC COM10922N103257$13,2460.01%
440VANGUARD GROWTH ETF92290873638$13,0800.01%
441MACATAWA BK CORP COM5542251021,280$12,5310.01%
442DISCOVER FINL SVCS COM25470910895$12,4540.01%
443TESLA INC COMTSLA70$12,3050.01%
444CAL MAINE FOODS INC COM NEWCALM207$12,1820.01%
445HECLA MNG CO COM4227041062,500$12,0250.01%
446ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407280$11,9140.01%
447IQ CBRE NEXTGEN REAL ESTATE ETF45409B628600$11,8390.01%
448VOYA GLBL EQTY DIV & PREM OPP COM92912T1002,185$11,5810.01%
449EATON VANCE TAX-MANAGED DIVERS COMETN850$11,3560.01%
450MASTERBRAND INC COMMON STOCKMBC588$11,0190.01%
451GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673275$10,9480.01%
452FIRST TR HIGH INCOME LONG / SH COM33738E109901$10,7490.01%
453VANGUARD FTSE EUROPE ETF922042874158$10,6400.01%
454HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF518416102380$10,6400.01%
455CANADIAN NATL RY CO COM13637510278$10,2730.01%
456STONECO LTD COM CL ASTNE589$9,7830.00%
457AXIS CAP HLDGS LTD SHSG0692U109150$9,7530.00%
458SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359130$9,4950.00%
459GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF659$9,4370.00%
460ARBOR REALTY TRUST INC COMABR-PF709$9,3940.00%
461MANULIFE FINL CORP COM56501R106372$9,2960.00%
462SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772260$9,1390.00%
463NETFLIX INC COMNFLX15$9,1100.00%
464BROOKFIELD CORP CL A LTD VT SH11271J107217$9,0860.00%
465CORTEVA INC COMCTVA155$8,9390.00%
466FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280857$8,8830.00%
467CAMPBELL SOUP CO COMCPB194$8,6230.00%
468ISHARES GLOBAL COMM SERVICES ETF464287275100$8,4140.00%
469TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80340$8,3310.00%
470CHORD ENERGY CORPORATION COM NEWCHRD46$8,1990.00%
471SILVERCORP METALS INC COMSVM2,500$8,1500.00%
472WILLIAMS COS INC COM969457100201$7,8330.00%
473INTERNATIONAL PAPER CO COM460146103200$7,8040.00%
474MONDELEZ INTL INC CL A609207105109$7,6300.00%
475GLOBALSTAR INC COMGSAT5,000$7,3500.00%
476VENTAS INC COMVTR168$7,3150.00%
477ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663180$7,2490.00%
478DT MIDSTREAM INC COMMON STOCKDTM117$7,1490.00%
479SUN CMNTYS INC COM86667410455$7,0720.00%
480PAN AMERN SILVER CORP COM697900108455$6,8610.00%
481NUVEEN PFD & INCOME OPPORTUNIT COMNU929$6,6800.00%
482ABRDN HEALTHCARE INVESTORS SH BEN INTHQH395$6,6600.00%
483GOLD FIELDS LTD SPONSORED ADRGFIOF400$6,3560.00%
484BLACKROCK CR ALLOCATION INCOME COMBLK575$6,1470.00%
485KINROSS GOLD CORP COMKGCRF1,000$6,1300.00%
486ISHARES ESG AWARE MSCI EAFE ETF46435G51675$5,9930.00%
487ADVENT CONV & INCOME FD COM00764C109495$5,9100.00%
488AGNC INVT CORP COM00123Q104595$5,8910.00%
489SCHWAB U.S. LARGE-CAP GROWTH ETF80852430063$5,8710.00%
490PERRIGO CO PLC SHSPRGO180$5,7940.00%
491GLOBAL X URANIUM ETF37954Y871200$5,7660.00%
492WALGREENS BOOTS ALLIANCE INC COM931427108254$5,5090.00%
493KRANESHARES SSE STAR MARKET 50 INDEX ETF500767694500$5,4700.00%
494ISHARES US FINANCIAL SERVICES ETF46428777081$5,3700.00%
495VANGUARD TOTAL WORLD STOCK ETF92204274248$5,3510.00%
496SCHWAB U.S. BROAD MARKET ETF80852410285$5,1880.00%
497VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277588$5,1610.00%
498SPROTT PHYSICAL GOLD & SILVER TR UNITSII250$5,0850.00%
499SPROTT GOLD MINERS ETFSII200$5,0680.00%
500ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF46435U556145$4,9810.00%