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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 Q3 2024 · Filed November 13, 2024 · Accession 0002023375-24-000005

Total Value
$229.0M
Positions
670
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 ETF78464A854256,326$17.5M7.65%
2ISHARES S&P 500 GROWTH ETF46428730979,360$7.8M3.40%
3ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK137,493$7.0M3.04%
4ISHARES CORE S&P 500 ETF46428720010,951$6.4M2.79%
5ISHARES MSCI USA QUALITY FACTOR ETF46432F33934,142$6.1M2.68%
6ISHARES MSCI EAFE GROWTH ETF46428888553,040$5.4M2.36%
7ISHARES MSCI EAFE VALUE ETF46428887793,132$5.1M2.25%
8ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76455,200$3.3M1.44%
9ISHARES S&P 500 VALUE ETF46428740815,615$3.1M1.34%
10WALMART INC COMWMT37,521$3.1M1.34%
11MICROSOFT CORP COMMSFT6,915$3.0M1.31%
12ISHARES U.S. TECHNOLOGY ETF46428772118,760$2.9M1.28%
13PROCTER AND GAMBLE CO COM74271810914,735$2.4M1.07%
14CATERPILLAR INC COMCAT6,101$2.3M1.01%
15ISHARES CORE TOTAL USD BOND MARKET ETF46434V61349,142$2.3M0.99%
16MCDONALDS CORP COMMCD7,565$2.2M0.97%
17INTERNATIONAL BUSINESS MACHS COMINTR10,541$2.2M0.95%
18JOHNSON & JOHNSON COMJNJ13,139$2.1M0.92%
19JPMORGAN CHASE & CO. COMVYLD8,353$1.9M0.82%
20APPLE INC COMAAPL8,143$1.9M0.82%
21AMAZON COM INC COMAMZN9,575$1.8M0.81%
22AMGEN INC COMAMGN5,845$1.8M0.81%
23SCHWAB US AGGREGATE BOND ETF80852483978,043$1.8M0.79%
24UNITEDHEALTH GROUP INC COMUNH3,175$1.8M0.78%
25COCA COLA CO COMKO26,971$1.8M0.78%
26HOME DEPOT INC COMHD4,213$1.7M0.72%
27CHEVRON CORP NEW COMCVX10,523$1.6M0.68%
283M CO COMMMM11,890$1.5M0.66%
29VISA INC COM CL AV5,140$1.5M0.65%
30ISHARES ESG AWARE MSCI USA ETF46435G42511,308$1.4M0.63%
31ISHARES NATIONAL MUNI BOND ETF46428841413,241$1.4M0.62%
32NIKE INC CL BNKE18,457$1.4M0.62%
33CISCO SYS INC COMCSCO24,629$1.4M0.60%
34SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,229$1.4M0.60%
35AMERICAN EXPRESS CO COMAXP4,967$1.4M0.60%
36TRAVELERS COMPANIES INC COMTRV5,278$1.3M0.58%
37AUTOMATIC DATA PROCESSING INC COMADP4,467$1.3M0.57%
38VERIZON COMMUNICATIONS INC COMVZ31,501$1.3M0.57%
39GOLDMAN SACHS GROUP INC COMGSCE2,461$1.3M0.57%
40MERCK & CO INC COMMRK11,584$1.2M0.53%
41SALESFORCE INC COMCRM3,940$1.2M0.51%
42PEPSICO INC COMPEP6,871$1.1M0.50%
43MCCORMICK & CO INC COM NON VTGMKC-V14,283$1.1M0.49%
44SPDR S&P MIDCAP 400 ETF TRUSTMDY1,934$1.1M0.49%
45DOW INC COMDOW22,270$1.1M0.48%
46DISNEY WALT CO COM25468710611,473$1.1M0.48%
47HONEYWELL INTL INC COM4385161065,338$1.1M0.48%
48CHURCH & DWIGHT CO INC COMCHD10,606$1.1M0.47%
49COLGATE PALMOLIVE CO COMCL11,005$1.0M0.46%
50ISHARES MBS ETF46428858811,205$1.0M0.46%
51META PLATFORMS INC CL AMETA1,636$968,0370.42%
52BOEING CO COMBA-PA6,230$961,2270.42%
53ISHARES CORE MSCI EMERGING MARKETS ETF46434G10317,158$958,6170.42%
54ISHARES RUSSELL 2000 ETF4642876554,309$954,1850.42%
55EXXON MOBIL CORP COMXOM8,062$940,7580.41%
56INTEL CORP COMINTC39,247$875,2150.38%
57ORACLE CORP COMORCL-PD5,000$872,7980.38%
58ABBOTT LABS COMABLZF7,566$865,8770.38%
59FASTENAL CO COMFAST10,961$858,6850.38%
60GRAINGER W W INC COM384802104775$852,0260.37%
61ABBVIE INC COMABBV4,219$850,0610.37%
62ECOLAB INC COMECL3,317$837,9150.37%
63NOVO-NORDISK A S ADRNONOF7,253$821,3540.36%
64BECTON DICKINSON & CO COMBDX3,467$820,3830.36%
65ILLINOIS TOOL WKS INC COM4523081093,091$817,1340.36%
66SHERWIN WILLIAMS CO COMSHW2,230$807,0520.35%
67LINDE PLC SHSLIN1,668$789,6780.35%
68ROPER TECHNOLOGIES INC COMROP1,370$749,7230.33%
69COMCAST CORP NEW CL ACCZ17,684$746,9730.33%
70SMUCKER J M CO COM NEW8326964056,414$730,6800.32%
71GENERAL DYNAMICS CORP COMGD2,422$729,9750.32%
72COSTCO WHSL CORP NEW COM22160K105824$724,2310.32%
73ISHARES FLEXIBLE INCOME ACTIVE ETFBLK13,244$698,7530.31%
74ALPHABET INC CAP STK CL AGOOG3,921$684,0580.30%
75FISERV INC COMFISV3,420$683,3690.30%
76BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$682,6000.30%
77CINTAS CORP COMCTAS3,194$663,8830.29%
78C H ROBINSON WORLDWIDE INC COM NEWCHRW6,023$660,3800.29%
79AIR PRODS & CHEMS INC COMAIIR2,107$659,1010.29%
80FAIR ISAAC CORP COMFICO326$655,1560.29%
81ACCENTURE PLC IRELAND SHS CLASS AACN1,866$646,6870.28%
82SPDR S&P 500 ETF TRUSTSPY1,114$646,1520.28%
83NEXTERA ENERGY INC COMNEE-PW8,165$645,7390.28%
84PENTAIR PLC SHSPNR6,345$630,5460.28%
85INTERCONTINENTAL EXCHANGE INC COM45866F1043,758$625,8730.27%
86TRACTOR SUPPLY CO COMTSCO2,333$625,1770.27%
87AFLAC INC COMAFL5,649$621,8930.27%
88FACTSET RESH SYS INC COM3030751051,368$620,7410.27%
89ISHARES CORE S&P MID-CAP ETF4642875079,830$616,5380.27%
90MEDTRONIC PLC SHSMDT6,809$616,2150.27%
91ISHARES S&P 100 ETF4642871012,166$609,4470.27%
92ATMOS ENERGY CORP COMATO4,348$607,0450.27%
93PAYCHEX INC COMPAYX4,289$606,4830.27%
94CINCINNATI FINL CORP COM1720621014,215$604,5690.26%
95EMERSON ELEC CO COMEMR5,540$603,9390.26%
96MSCI INC COMMSCI1,055$600,2750.26%
97BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK9,473$599,2620.26%
98CHUBB LIMITED COMCB2,107$597,6850.26%
99BROWN & BROWN INC COMBRO5,615$594,2560.26%
100KENVUE INC COMKVUE25,904$592,9400.26%
101INTUIT COMINTU954$592,3500.26%
102CENCORA INC COMCOR2,556$586,6310.26%
103CONSOLIDATED EDISON INC COMED5,708$586,3670.26%
104DOVER CORP COMDOV2,997$578,4430.25%
105WEST PHARMACEUTICAL SVSC INC COM9553061051,845$577,5270.25%
106AMCOR PLC ORDAMCCF52,068$575,8720.25%
107MONSTER BEVERAGE CORP NEW COMMNST10,869$571,7150.25%
108CHECK POINT SOFTWARE TECH LTD ORDM224651043,245$564,2530.25%
109CLOROX CO DEL COMCLX3,603$563,8510.25%
110THERMO FISHER SCIENTIFIC INC COMTMO1,022$562,4900.25%
111ESSEX PPTY TR INC COM2971781051,907$560,8390.25%
112LOWES COS INC COM5486611072,123$554,9950.24%
113REALTY INCOME CORP COMO9,093$549,9700.24%
114STRYKER CORPORATION COMSYK1,510$548,7130.24%
115FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451014,772$545,2310.24%
116AUTOZONE INC COMAZO180$544,0060.24%
117ARCHER DANIELS MIDLAND CO COMADM9,787$543,4610.24%
118CARDINAL HEALTH INC COMCAH5,009$540,3920.24%
119KEYCORP COM49326710830,750$537,8180.24%
120ROLLINS INC COMROL11,449$535,9340.23%
121S&P GLOBAL INC COMSPGI1,100$534,5630.23%
122ALBEMARLE CORP COMALB-PA5,574$532,4740.23%
123VANGUARD SMALL-CAP ETF9229087512,192$524,0200.23%
124ISHARES 20 YEAR TREASURY BOND ETF4642874325,676$523,9080.23%
125TARGET CORP COMTGT3,485$517,5460.23%
126HORMEL FOODS CORP COMHRL16,795$514,2630.23%
127HERSHEY CO COMHSY2,892$513,3560.22%
128METTLER TOLEDO INTERNATIONAL COMMTD391$509,5300.22%
129KIMBERLY-CLARK CORP COMKMB3,790$509,4220.22%
130BROWN FORMAN CORP CL BBF-B11,126$505,5670.22%
131PRICE T ROWE GROUP INC COMTROW4,512$504,5130.22%
132SYSCO CORP COMSYY6,788$504,0190.22%
133NORDSON CORP COMNDSN2,006$503,3030.22%
134EXPEDITORS INTL WASH INC COM3021301094,200$502,1460.22%
135STANLEY BLACK & DECKER INC COMSWK5,310$498,4650.22%
136INVESCO NASDAQ 100 ETFIVZ2,410$492,3870.22%
137BROADCOM INC COMAVGO2,759$487,3500.21%
138PPG INDS INC COM6935061073,876$487,1540.21%
139SMITH A O CORP COMAOS6,262$475,3850.21%
140NVIDIA CORPORATION COMNVDA3,380$470,9520.21%
141ADOBE INC COMADBE960$467,3340.20%
142GALLAGHER ARTHUR J & CO COM3635761091,638$465,9780.20%
143ISHARES U.S. INFRASTRUCTURE ETF46435U7139,863$464,7450.20%
144FRANKLIN RESOURCES INC COMBEN22,247$464,7390.20%
145NUCOR CORP COMNUE3,185$454,5260.20%
146ISHARES MSCI KLD 400 SOCIAL ETF4642885703,918$431,8810.19%
147GENUINE PARTS CO COMGPC3,660$425,5090.19%
148ISHARES ESG ADVANCED MSCI USA ETF46436E7678,130$408,1260.18%
149ISHARES SILVER TRUSTSLV12,903$397,5410.17%
150SPDR S&P DIVIDEND ETF78464A7632,757$383,1680.17%
151INVESCO QQQ TRUST SERIES IIVZ742$368,3170.16%
152INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,024$360,6570.16%
153RTX CORPORATION COMRTX2,934$357,5370.16%
154RESMED INC COMRSMDF1,442$350,4350.15%
155INVESCO S&P 500 LOW VOLATILITY ETFIVZ4,876$348,2930.15%
156VANGUARD SMALL-CAP GROWTH ETF9229085951,278$346,1080.15%
157ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,794$343,8880.15%
158EATON CORP PLC SHSETN996$341,4390.15%
159ISHARES CORE HIGH DIVIDEND ETF46429B6632,904$340,5230.15%
160GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETFNVGLF7,396$339,9990.15%
161METLIFE INC COMMET-PF4,077$339,1430.15%
162OREILLY AUTOMOTIVE INC COM67103H107282$327,7430.14%
163ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8038,789$308,2300.13%
164EMCOR GROUP INC COMEME704$303,9660.13%
165APTARGROUP INC COMATR1,792$302,9020.13%
166ROYAL CARIBBEAN GROUP COMV7780T1031,426$297,1210.13%
167HENRY JACK & ASSOC INC COM4262811011,595$291,5340.13%
168ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,394$290,1900.13%
169QUALCOMM INC COMQCOM1,730$289,9830.13%
170POOL CORP COMPOOL788$287,1870.13%
171DONALDSON INC COMDCI3,896$287,0960.13%
172VANGUARD S&P 500 ETF922908363536$285,7860.13%
173IDEX CORP COM45167R1041,305$285,3250.12%
174FS KKR CAP CORP COMFSK13,901$281,6320.12%
175ISHARES S&P MID-CAP 400 VALUE ETF4642877052,215$277,2070.12%
176CMS ENERGY CORP COMCMS-PC3,886$272,4470.12%
177ANSYS INC COM03662Q105829$272,3850.12%
178VERTIV HOLDINGS CO COM CL AVRT2,416$271,6790.12%
179BLACKROCK INC COMBLK274$268,4840.12%
180PUBLIC STORAGE OPER CO COMPSA-PS792$265,9770.12%
181ISHARES ESG ADVANCED MSCI EAFE ETF46436E7593,885$265,5980.12%
182QUEST DIAGNOSTICS INC COMDGX1,695$264,3010.12%
183HOWMET AEROSPACE INC COMHWM2,598$262,7620.12%
184HENRY SCHEIN INC COMHSIC3,705$261,7210.11%
185GARTNER INC COMIT503$260,5290.11%
186COMFORT SYS USA INC COM199908104667$260,2300.11%
187VANGUARD VALUE ETF9229087441,500$259,9400.11%
188WASTE MGMT INC DEL COM94106L1091,209$259,7170.11%
189AGNICO EAGLE MINES LTD COMAEM2,904$256,2490.11%
190AMERICAN TOWER CORP NEW COM03027X1001,191$254,2550.11%
191CGI INC CL A SUB VTGGIB2,228$251,0960.11%
192TARGA RES CORP COMTRGP1,500$249,9450.11%
193TJX COS INC NEW COM8725401092,210$249,6200.11%
194ISHARES U.S. TREASURY BOND ETF46429B26710,786$246,0830.11%
195WATERS CORP COM941848103746$243,6360.11%
196TOLL BROTHERS INC COMTOL1,639$242,8010.11%
197SOUTHERN CO COMSOMN2,698$241,0930.11%
198SPDR GOLD SHARESGLD932$239,9900.11%
199VANGUARD RUSSELL 1000 VALUE ETF92206C7142,842$236,1420.10%
200AMERICAN ELEC PWR CO INC COM0255371012,407$234,4420.10%
201IDEXX LABS INC COM45168D104517$233,2080.10%
202ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,156$231,9210.10%
203ISHARES MSCI EAFE ETF4642874652,890$230,3620.10%
204VANGUARD MID-CAP VALUE ETF9229085121,375$229,7210.10%
205ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,187$226,1800.10%
206ELI LILLY & CO COMLLY264$223,5630.10%
207VANGUARD GROWTH ETF922908736561$221,3530.10%
208WP CAREY INC COM92936U1093,931$220,8830.10%
209STARBUCKS CORP COMSBUX2,248$218,7750.10%
210PFIZER INC COMPFE7,625$217,4650.10%
211VANGUARD MID-CAP GROWTH ETF922908538875$217,2980.10%
212ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,582$216,5130.09%
213ISHARES CORE S&P SMALL CAP ETF4642878041,856$214,9250.09%
214GENERAL MLS INC COM3703341043,028$206,5700.09%
215AXON ENTERPRISE INC COMAXON448$196,6720.09%
216PNC FINL SVCS GROUP INC COM6934751051,032$196,3070.09%
217QUANTA SVCS INC COM74762E102620$193,2110.08%
218ONEOK INC NEW COMOKE2,000$192,3200.08%
219KROGER CO COMKR3,440$191,7460.08%
220ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882812,093$191,4260.08%
221FTAI AVIATION LTD SHSFTAIN1,314$190,9240.08%
222VANGUARD RUSSELL 1000 GROWTH ETF92206C6801,900$188,4420.08%
223FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,041$181,5220.08%
224AMERICAN HEALTHCARE REIT INC COM SHSAHR6,617$178,5270.08%
225FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO26,732$178,3020.08%
226PHILIP MORRIS INTL INC COM7181721091,326$175,1780.08%
227GUIDEWIRE SOFTWARE INC COMGWRE912$172,8510.08%
228CION INVT CORP COM17259U20414,470$170,3120.07%
229CELESTICA INC COMCLS2,425$169,2170.07%
230COHEN & STEERS INFRASTRUCTURE COM19248A1096,675$169,0110.07%
231TRANSDIGM GROUP INC COMTDG127$168,8630.07%
232SPROUTS FMRS MKT INC COM85208M1021,408$167,3270.07%
233ALLSTATE CORP COMALL-PJ879$166,5180.07%
234ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,245$166,2200.07%
235ISHARES GLOBAL ENERGY ETF4642873414,108$165,5930.07%
236CONOCOPHILLIPS COMCOP1,604$165,1800.07%
237NORFOLK SOUTHN CORP COM655844108651$164,5340.07%
238ISHARES CONVERTIBLE BOND ETF46435G1021,913$161,6290.07%
239PRUDENTIAL FINL INC COMPUKPF1,265$160,2000.07%
240PROGRESSIVE CORP COM743315103658$159,8940.07%
241COCA COLA CONS INC COMCOKE132$158,3430.07%
242PARKER-HANNIFIN CORP COMPH252$157,3210.07%
243PARSONS CORP DEL COMPSN1,422$156,4200.07%
244ISHARES ESG AWARE MSCI EM ETF46434G8634,367$155,2470.07%
245BANK AMERICA CORP COM0605051043,645$154,2200.07%
246CANADIAN NATL RY CO COM1363751021,378$151,3180.07%
247CARRIER GLOBAL CORPORATION COMCARR2,050$150,8800.07%
248GENTEX CORP COMGNTX4,712$146,5900.06%
249SHARKNINJA INC COM SHSSN1,295$143,6410.06%
250PUBLIC SVC ENTERPRISE GRP INC COM7445731061,611$142,3480.06%
251NUTANIX INC CL ANTNX2,193$140,6150.06%
252ISHARES GOLD TRUSTIAU2,669$140,5260.06%
253UNION PAC CORP COMUNP600$139,3020.06%
254SPX TECHNOLOGIES INC COMSPXC875$139,0990.06%
255WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT4,290$138,1380.06%
256DEERE & CO COMDE340$137,5950.06%
257SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,365$136,2130.06%
258PALANTIR TECHNOLOGIES INC CL APLTR3,109$135,8320.06%
259ARGAN INC COMAGX970$132,0560.06%
260ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,440$132,0340.06%
261DECKERS OUTDOOR CORP COMDECK761$129,0050.06%
262LOCKHEED MARTIN CORP COMLMT236$128,8420.06%
263WINGSTOP INC COMWING442$128,1760.06%
264PACCAR INC COMPCAR1,212$127,1390.06%
265ALTRIA GROUP INC COMMO2,402$121,3010.05%
266BRISTOL-MYERS SQUIBB CO COMCELG-RI2,261$119,0640.05%
267VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF92647N7821,699$118,2670.05%
268ENTERPRISE PRODS PARTNERS L P COM2937921074,012$117,3910.05%
269EMBRAER S.A. SPONSORED ADSEMBJ3,370$115,2200.05%
270US BANCORP DEL COM NEWUSB-PS2,343$114,0570.05%
271INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ1,833$112,9860.05%
272ARM HOLDINGS PLC SPONSORED ADS042068205720$111,1680.05%
273CSX CORP COMCSX3,308$110,9500.05%
274ISHARES SELECT DIVIDEND ETF464287168823$110,5620.05%
275PENNANT GROUP INC COMPNTG3,320$110,5230.05%
276CUMMINS INC COMCMI332$110,1710.05%
277GE AEROSPACE COM NEW369604301611$106,6900.05%
278AT&T INC COMT-PC4,821$106,1580.05%
279MASTERCARD INCORPORATED CL AMA205$105,3060.05%
280MARATHON PETE CORP COMMARA717$103,7930.05%
281FIFTH THIRD BANCORP COMFITBM2,336$102,9710.05%
282CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO2,530$101,5290.04%
283OTIS WORLDWIDE CORP COMOTIS1,025$100,7370.04%
284KINDER MORGAN INC DEL COMEP-PC4,055$100,7260.04%
285GLOBAL NET LEASE INC COM NEWGNL-PE12,533$100,3890.04%
286STEPSTONE GROUP INC COM CL ASTEP1,630$99,9350.04%
287KKR & CO INC COMKKRT710$99,5280.04%
288EQUITABLE HLDGS INC COMEQH-PC2,100$96,9990.04%
289DUKE ENERGY CORP NEW COM NEWDUKB850$96,9000.04%
290ISHARES MSCI WORLD ETF464286392617$96,4190.04%
291BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETFBLK2,062$95,3460.04%
292ABERCROMBIE & FITCH CO CL AANF692$94,4860.04%
293ISHARES BITCOIN TRUST ETFIBIT2,270$92,7980.04%
294NETFLIX INC COMNFLX123$92,7100.04%
295SEMPRA COMSREA1,095$91,4870.04%
296INTERACTIVE BROKERS GROUP INC COM CL A45841N107590$91,0020.04%
297DTE ENERGY CO COMDTK725$90,0020.04%
298NISOURCE INC COMNI2,549$89,5460.04%
299LEIDOS HOLDINGS INC COMLDOS479$88,9690.04%
300DOXIMITY INC CL ADOCS2,070$86,9190.04%
301VANGUARD SMALL CAP VALUE ETF922908611431$86,7810.04%
302TRANE TECHNOLOGIES PLC SHSTT231$86,7450.04%
303DUPONT DE NEMOURS INC COMDD1,026$85,4350.04%
304VISTRA CORP COMVST686$85,1390.04%
305ACI WORLDWIDE INC COMACIW1,705$85,0800.04%
306CELANESE CORP DEL COMCE667$84,7220.04%
307VERTEX INC CL AVERX1,950$83,5580.04%
308ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8533,213$83,5340.04%
309ALAMOS GOLD INC NEW COM CL AAGI3,940$82,5820.04%
310PRIMORIS SVCS CORP COM74164F1031,295$82,5560.04%
311HUNTINGTON BANCSHARES INC COMHBANP5,211$82,0210.04%
312MORGAN STANLEY COM NEWMS-PQ695$81,9540.04%
313FRANKLIN BSP RLTY TR INC COMMON STOCK35243J1016,118$81,7360.04%
314CANADIAN PACIFIC KANSAS CITY COMCP1,038$81,1510.04%
315LEONARDO DRS INC COMDRS2,555$80,8400.04%
316ARISTA NETWORKS INC COMANET203$80,3880.04%
317LAM RESEARCH CORP COM NEWLRCX1,040$79,5080.03%
318UNITED THERAPEUTICS CORP DEL COMUTHR220$79,5080.03%
319FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171091,900$79,4960.03%
320BANK NEW YORK MELLON CORP COM0640581001,039$78,8910.03%
321GENERAL MTRS CO COM37045V1001,504$78,1630.03%
322SUPER MICRO COMPUTER INC COM NEWSMCI2,360$78,0450.03%
323HEALTHPEAK PROPERTIES INC COMDOC3,424$77,7930.03%
324CITIZENS FINL GROUP INC COMCIA1,821$77,7570.03%
325LAMAR ADVERTISING CO NEW CL ALAMR578$77,4690.03%
326VISTA ENERGY S.A.B. DE C.V. SPONSORED ADSVSOGF1,525$77,3180.03%
327FORD MTR CO COM3453708607,376$77,2240.03%
328FLOWSERVE CORP COMFLS1,423$76,5170.03%
329HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,742$76,1120.03%
330ISHARES CORE DIVIDEND GROWTH ETF46434V6211,217$75,9890.03%
331CONSTELLATION ENERGY CORP COMCEG289$75,6540.03%
332FABRINET SHSFN300$75,1050.03%
333PROLOGIS INC. COMPLDGP648$75,0840.03%
334CLEAR SECURE INC COM CL AYOU1,980$74,1510.03%
335VANGUARD MID-CAP ETF922908629278$73,9010.03%
336LIBERTY GLOBAL LTD COM CL ALBTYK3,680$73,6370.03%
337BRIGHTSPRING HEALTH SVCS INC COM10950A1064,915$73,5280.03%
338NU HLDGS LTD ORD SHS CL ANU4,670$73,4590.03%
339PROGRESS SOFTWARE CORP COM7433121001,130$73,0880.03%
340CAVA GROUP INC COMCAVA545$72,9320.03%
341SCHWAB CHARLES CORP COMSCHW-PJ1,025$72,8780.03%
342WILLDAN GROUP INC COMWLDN1,525$72,7430.03%
343TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100374$72,7360.03%
344CLEARWATER ANALYTICS HLDGS INC CL ACWAN2,700$72,6030.03%
345GILDAN ACTIVEWEAR INC COMGIL1,500$72,5550.03%
346HAMILTON LANE INC CL AHLNE398$72,5240.03%
347FORTINET INC COMFTNT920$72,4410.03%
348TG THERAPEUTICS INC COMTGTX2,880$72,3740.03%
349KLAVIYO INC COM SER AKVYO1,855$71,6400.03%
350VANGUARD TOTAL STOCK MARKET ETF922908769249$71,2440.03%
351POWELL INDS INC COM739128106279$70,9780.03%
352ENTERGY CORP NEW COMENO524$70,4260.03%
353HP INC COMHPQ1,924$70,3030.03%
354TIMKEN CO COMTKR831$70,0450.03%
355IMPINJ INC COMPI365$69,9780.03%
356JOHNSON CTLS INTL PLC SHSG51502105903$68,9170.03%
357ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158630$66,4900.03%
358EATON VANCE TAX-MANAGED GLOBAL COMETN7,800$65,5980.03%
359TC ENERGY CORP COMTRPRF1,374$63,8500.03%
360ISHARES 3-7 YEAR TREASURY BOND ETF464288661543$63,4100.03%
361DOMINION ENERGY INC COMD1,080$63,1260.03%
362ALLIANT ENERGY CORP COMLNT1,041$61,7100.03%
363TOTALENERGIES SE SPONSORED ADSTTE965$61,3450.03%
364DIGITAL RLTY TR INC COM253868103335$61,0270.03%
365SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409700$59,4020.03%
366SPDR S&P 600 SMALL CAP GROWTH ETF78464A201647$59,1160.03%
367EDISON INTL COM281020107706$58,7670.03%
368EASTMAN CHEM CO COMEMN554$58,1640.03%
369BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A127$57,7800.03%
370MAKEMYTRIP LIMITED MAURITIUS SHSMMYT560$56,5940.02%
371VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406432$55,5120.02%
372KIMCO RLTY CORP COM49446R1092,275$54,6460.02%
373EXELON CORP COMEXC1,334$52,9600.02%
374DANAHER CORPORATION COM235851102213$51,6140.02%
375L3HARRIS TECHNOLOGIES INC COMLHX206$50,5540.02%
376CENTERPOINT ENERGY INC COMCNP1,721$50,3560.02%
377FORTUNE BRANDS INNOVATIONS INC COMFBIN588$49,4100.02%
378BLACK HILLS CORP COMBKH823$49,0260.02%
379ISHARES TIPS BOND ETF464287176449$48,6660.02%
380SMURFIT WESTROCK PLC SHSSW955$47,8170.02%
381SPDR DOW JONES REIT ETF78464A607445$46,8630.02%
382FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF758$46,2080.02%
383CITIGROUP INC COM NEWC-PR716$46,1820.02%
384WHIRLPOOL CORP COMWHR-PA436$45,1480.02%
385TERADYNE INC COMTER400$43,7920.02%
386GRAHAM HLDGS CO COM CL BGHM50$42,0720.02%
387CALAMOS CONV OPPORTUNITIES & I SH BEN INT1281171083,564$41,4490.02%
388GE VERNOVA INC COMGEV139$41,3660.02%
389HASBRO INC COMHAS620$41,3230.02%
390WEC ENERGY GROUP INC COMWEC429$41,1970.02%
391CME GROUP INC COMCME180$40,9070.02%
392CROWN CASTLE INC COMCCI373$40,2130.02%
393RIO TINTO PLC SPONSORED ADRRTNTF600$39,5400.02%
394HUNTINGTON INGALLS INDS INC COM446413106157$39,3270.02%
395BP PLC SPONSORED ADRBPPFF1,340$38,8870.02%
396GILEAD SCIENCES INC COMGILD438$38,6710.02%
397ENBRIDGE INC COMENNPF943$38,2760.02%
398PPL CORP COMPPLC1,181$38,0750.02%
399DT MIDSTREAM INC COMMON STOCKDTM417$37,9180.02%
400ISHARES MSCI EMERGING MARKETS ETF464287234845$37,8340.02%
401KULICKE & SOFFA INDS INC COM501242101820$37,7690.02%
402GABELLI EQUITY TR INC COMGAB-PK6,935$37,7260.02%
403VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF92647N774691$37,5210.02%
404MANPOWERGROUP INC WIS COMMAN580$36,9230.02%
405JACOBS SOLUTIONS INC COMJ256$36,1980.02%
406PG&E CORP COMPCG-PX1,789$36,1200.02%
407APPLIED MATLS INC COM038222105193$35,7630.02%
408CANADIAN NAT RES LTD COM1363851011,041$35,5920.02%
409SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A5161,584$35,0690.02%
410SILA REALTY TRUST INC COMMON STOCKSILA1,347$34,6850.02%
411BARRICK GOLD CORP COM0679011081,700$34,0850.01%
412GAMING & LEISURE PPTYS INC COM36467J108671$34,0730.01%
413CVS HEALTH CORP COMCVS595$33,5520.01%
414ULTA BEAUTY INC COMULTA87$32,7220.01%
415WELLS FARGO CO NEW COM949746101500$32,7050.01%
416UNITED PARCEL SERVICE INC CL BUPS233$31,1750.01%
417KEYSIGHT TECHNOLOGIES INC COMKEYS202$30,7000.01%
418ISHARES RUSSELL MID-CAP VALUE ETF464287473232$30,6630.01%
419CLEARWAY ENERGY INC CL CCWEN-A1,100$30,5470.01%
420WHEATON PRECIOUS METALS CORP COMWPM450$30,3980.01%
421PHILLIPS 66 COMPSX247$30,1510.01%
422OGE ENERGY CORP COMOGE724$28,7360.01%
423ISHARES CORE U.S. AGGREGATE BOND ETF464287226291$28,6720.01%
424PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,643$27,5530.01%
425AMERICAN WTR WKS CO INC NEW COM030420103200$27,1380.01%
426AES CORP COMAES1,626$26,6990.01%
427VANGUARD UTILITIES ETF92204A876155$26,4100.01%
428VANGUARD REAL ESTATE ETF922908553275$26,3620.01%
429PINNACLE WEST CAP CORP COMPNW300$26,2590.01%
430AMEREN CORP COMAEE299$25,8960.01%
431VALERO ENERGY CORP COMVLO200$25,7460.01%
432ISHARES PREFERRED & INCOME SECURITIES ETF464288687760$24,9960.01%
433HECLA MNG CO COM4227041063,500$23,6950.01%
434ANALOG DEVICES INC COMADI100$23,0120.01%
435VANGUARD FINANCIALS ETF92204A405197$22,6310.01%
436VANGUARD COMMUNICATION SERVICES ETF92204A884146$21,9070.01%
437OMEGA HEALTHCARE INVS INC COM681936100500$21,2650.01%
438VANGUARD INDUSTRIALS ETF92204A60380$20,8620.01%
439OVINTIV INC COMOVV527$20,7060.01%
440NORTHWESTERN ENERGY GROUP INC COM NEWNWE380$20,4860.01%
441PACER US CASH COWS 100 ETF69374H881347$19,7720.01%
442EVERGY INC COMEVRG324$19,4590.01%
443INGERSOLL RAND INC COMIR200$19,4560.01%
444INDEPENDENCE RLTY TR INC COM45378A106983$19,4160.01%
445TECK RESOURCES LTD CL BTCKRF400$18,8760.01%
446SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622196$18,8740.01%
447NEWMONT CORP COMNEMCL400$18,7760.01%
448BRIGHTSPIRE CAPITAL INC COM CL ABRSP3,009$18,6860.01%
449VONTIER CORPORATION COMVNT547$18,6420.01%
450TEXAS INSTRS INC COM88250810489$18,5060.01%
451CAL MAINE FOODS INC COM NEWCALM207$18,4230.01%
452WINTRUST FINL CORP COM97650W108148$17,3990.01%
453CLEAN ENERGY FUELS CORP COMCLNE6,131$17,3510.01%
454CORTEVA INC COMCTVA280$17,2400.01%
455GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC195$17,0170.01%
456ISHARES U.S. MEDICAL DEVICES ETF464288810277$16,4100.01%
457PIONEER HIGH INCOME FUND INC COM72369H1062,115$16,3700.01%
458VALE S A SPONSORED ADSVALE1,500$16,2150.01%
459KINROSS GOLD CORP COMKGCRF1,500$15,7200.01%
460SUNCOR ENERGY INC NEW COMSU400$15,2360.01%
461MARATHON OIL CORP COMMARA580$15,1350.01%
462DISCOVER FINL SVCS COM25470910895$14,6780.01%
463CORNING INC COMGLW300$14,4120.01%
464BITDEER TECHNOLOGIES GROUP CL A ORD SHSBTDR1,653$14,3480.01%
465FIRSTENERGY CORP COMFE330$13,9160.01%
466PEAKSTONE REALTY TRUST COMMON SHARESPKST993$13,1470.01%
467FORTIS INC COMFTRSF304$13,1420.01%
468NYLI CBRE NEXTGEN REAL ESTATE ETF45409B628600$12,8450.01%
469ONE GAS INC COMOGS177$12,7790.01%
470HIGH TIDE INC COM NEWHITI4,444$12,7540.01%
471EATON VANCE TAX-MANAGED DIVERS COMETN850$12,5210.01%
472BRIGHTHOUSE FINL INC COM10922N103257$12,5130.01%
473EVERSOURCE ENERGY COMES191$12,5090.01%
474BWX TECHNOLOGIES INC COMBWXT100$12,4850.01%
475MAGNA INTL INC COM559222401301$12,4340.01%
476ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407280$12,0480.01%
477CLEVELAND-CLIFFS INC NEW COMCLF910$12,0030.01%
478VOYA GLBL EQTY DIV & PREM OPP COM92912T1002,185$11,8860.01%
479MDU RES GROUP INC COM552690109411$11,8820.01%
480BROOKFIELD CORP CL A LTD VT SH11271J107217$11,7270.01%
481GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673275$11,4130.00%
482HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF518416102380$11,2520.00%
483VENTAS INC COMVTR168$11,1690.00%
484MANULIFE FINL CORP COM56501R106372$11,1450.00%
485PAN AMERN SILVER CORP COM697900108455$11,0750.00%
486MASTERBRAND INC COMMON STOCKMBC588$10,6900.00%
487VANGUARD FTSE EUROPE ETF922042874158$10,6870.00%
488ARBOR REALTY TRUST INC COMABR-PF709$10,6850.00%
489SIRIUSXM HOLDINGS INC COMMON STOCK829933100386$10,5730.00%
490WILLIAMS COS INC COM969457100201$10,5500.00%
491GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF659$10,3400.00%
492FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280857$10,1980.00%
493ISHARES FUTURE AI & TECH ETF46435U556295$10,1780.00%
494SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359130$10,0610.00%
495VANGUARD MATERIALS ETF92204A80148$10,0250.00%
496VANGUARD CONSUMER DISCRETIONARY ETF92204A10829$9,8130.00%
497INTERNATIONAL PAPER CO COM460146103200$9,8060.00%
498UNITIL CORP COMUTL168$9,7440.00%
499CRITEO S A SPONS ADSCRTO286$9,6070.00%
500SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772260$9,5340.00%