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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 Q4 2024 · Filed February 14, 2025 · Accession 0002023375-25-000001

Total Value
$232.6M
Positions
648
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 ETF78464A854250,729$17.3M7.44%
2ISHARES S&P 500 GROWTH ETF46428730979,243$8.0M3.46%
3ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK139,882$7.2M3.09%
4ISHARES CORE S&P 500 ETF46428720010,996$6.5M2.79%
5ISHARES MSCI USA QUALITY FACTOR ETF46432F33935,456$6.3M2.72%
6ISHARES MSCI EAFE GROWTH ETF46428888557,479$5.6M2.40%
7ISHARES MSCI EAFE VALUE ETF46428887799,903$5.2M2.26%
8ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76459,839$3.3M1.43%
9WALMART INC COMWMT34,764$3.1M1.35%
10ISHARES S&P 500 VALUE ETF46428740816,367$3.1M1.35%
11ISHARES U.S. TECHNOLOGY ETF46428772118,902$3.0M1.30%
12MICROSOFT CORP COMMSFT6,411$2.7M1.16%
13PROCTER AND GAMBLE CO COM74271810915,961$2.7M1.15%
14INTERNATIONAL BUSINESS MACHS COMINTR10,326$2.3M0.98%
15MCDONALDS CORP COMMCD7,683$2.2M0.96%
16CATERPILLAR INC COMCAT6,089$2.2M0.95%
17AMAZON COM INC COMAMZN9,480$2.1M0.90%
18APPLE INC COMAAPL8,170$2.0M0.88%
19ISHARES CORE TOTAL USD BOND MARKET ETF46434V61343,682$2.0M0.85%
20JOHNSON & JOHNSON COMJNJ13,607$2.0M0.85%
21SCHWAB US AGGREGATE BOND ETF80852483981,929$1.9M0.80%
22AMGEN INC COMAMGN6,982$1.8M0.78%
23JPMORGAN CHASE & CO. COMVYLD7,513$1.8M0.78%
24UNITEDHEALTH GROUP INC COMUNH3,516$1.8M0.77%
25SHERWIN WILLIAMS CO COMSHW5,218$1.8M0.76%
26COCA COLA CO COMKO28,336$1.8M0.76%
27VISA INC COM CL AV5,135$1.6M0.70%
28CHEVRON CORP NEW COMCVX11,064$1.6M0.69%
29HOME DEPOT INC COMHD4,064$1.6M0.68%
303M CO COMMMM12,005$1.5M0.67%
31ISHARES NATIONAL MUNI BOND ETF46428841414,275$1.5M0.66%
32NVIDIA CORPORATION COMNVDA11,160$1.5M0.65%
33INVESCO S&P 500 MOMENTUM ETFIVZ15,744$1.5M0.64%
34AUTOMATIC DATA PROCESSING INC COMADP5,048$1.5M0.64%
35SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,439$1.5M0.63%
36CISCO SYS INC COMCSCO24,375$1.4M0.62%
37ISHARES ESG AWARE MSCI USA ETF46435G42511,102$1.4M0.62%
38MERCK & CO INC COMMRK14,163$1.4M0.61%
39AMERICAN EXPRESS CO COMAXP4,517$1.3M0.58%
40BOEING CO COMBA-PA7,515$1.3M0.57%
41NIKE INC CL BNKE17,341$1.3M0.57%
42MCCORMICK & CO INC COM NON VTGMKC-V17,184$1.3M0.56%
43CHURCH & DWIGHT CO INC COMCHD12,458$1.3M0.56%
44GOLDMAN SACHS GROUP INC COMGSCE2,242$1.3M0.55%
45SALESFORCE INC COMCRM3,826$1.3M0.55%
46DISNEY WALT CO COM25468710611,375$1.3M0.55%
47VERIZON COMMUNICATIONS INC COMVZ31,423$1.3M0.54%
48COLGATE PALMOLIVE CO COMCL13,612$1.2M0.53%
49HONEYWELL INTL INC COM4385161065,431$1.2M0.53%
50TRAVELERS COMPANIES INC COMTRV5,048$1.2M0.52%
51PEPSICO INC COMPEP7,965$1.2M0.52%
52SPDR S&P MIDCAP 400 ETF TRUSTMDY1,995$1.1M0.49%
53ISHARES MBS ETF46428858811,426$1.0M0.45%
54ISHARES RUSSELL 2000 ETF4642876554,433$979,5160.42%
55ORACLE CORP COMORCL-PD5,813$968,7300.42%
56ISHARES CORE MSCI EMERGING MARKETS ETF46434G10318,317$956,4970.41%
57COSTCO WHSL CORP NEW COM22160K105998$914,2220.39%
58EXXON MOBIL CORP COMXOM8,130$874,5590.38%
59FISERV INC COMFISV4,154$853,3030.37%
60META PLATFORMS INC CL AMETA1,447$847,0870.36%
61ABBOTT LABS COMABLZF7,374$834,0410.36%
62ACCENTURE PLC IRELAND SHS CLASS AACN2,359$829,9000.36%
63FACTSET RESH SYS INC COM3030751051,703$818,0250.35%
64MSCI INC COMMSCI1,349$809,5650.35%
65CHECK POINT SOFTWARE TECH LTD ORDM224651044,319$806,4260.35%
66BECTON DICKINSON & CO COMBDX3,553$806,0960.35%
67ILLINOIS TOOL WKS INC COM4523081093,174$804,7850.35%
68ECOLAB INC COMECL3,420$801,4120.35%
69FASTENAL CO COMFAST11,073$796,2800.34%
70GRAINGER W W INC COM384802104751$791,2650.34%
71INTUIT COMINTU1,235$776,4610.33%
72PAYCHEX INC COMPAYX5,484$768,9170.33%
73COMCAST CORP NEW CL ACCZ20,477$768,5000.33%
74FAIR ISAAC CORP COMFICO383$763,4920.33%
75TRACTOR SUPPLY CO COMTSCO14,320$759,8050.33%
76ABBVIE INC COMABBV4,238$753,1760.32%
77MONSTER BEVERAGE CORP NEW COMMNST14,326$752,9590.32%
78AUTOZONE INC COMAZO234$749,2520.32%
79INTERCONTINENTAL EXCHANGE INC COM45866F1045,001$745,1420.32%
80CENCORA INC COMCOR3,291$739,5320.32%
81ROPER TECHNOLOGIES INC COMROP1,418$736,9980.32%
82LINDE PLC SHSLIN1,745$730,6270.31%
83ISHARES FLEXIBLE INCOME ACTIVE ETFBLK13,791$717,4080.31%
84ALPHABET INC CAP STK CL AGOOG3,786$716,6900.31%
85SMUCKER J M CO COM NEW8326964056,494$715,0820.31%
86ROLLINS INC COMROL15,330$710,5560.31%
87THERMO FISHER SCIENTIFIC INC COMTMO1,324$688,8130.30%
88BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$680,9200.29%
89GENERAL DYNAMICS CORP COMGD2,499$658,3440.28%
90NOVO-NORDISK A S ADRNONOF7,499$645,0510.28%
91METTLER TOLEDO INTERNATIONAL COMMTD527$644,8870.28%
92SPDR S&P 500 ETF TRUSTSPY1,099$643,9380.28%
93ISHARES S&P 100 ETF4642871012,188$632,0860.27%
94HERSHEY CO COMHSY3,714$628,8900.27%
95WEST PHARMACEUTICAL SVSC INC COM9553061051,876$614,4460.26%
96ISHARES CORE S&P MID-CAP ETF4642875079,830$612,5070.26%
97EMERSON ELEC CO COMEMR4,871$603,6560.26%
98ARCHER DANIELS MIDLAND CO COMADM11,817$597,0050.26%
99HORMEL FOODS CORP COMHRL18,985$595,5660.26%
100AFLAC INC COMAFL5,685$588,0130.25%
101CINTAS CORP COMCTAS3,176$580,3340.25%
102CARDINAL HEALTH INC COMCAH4,900$579,4910.25%
103ATMOS ENERGY CORP COMATO4,159$579,2530.25%
104CLOROX CO DEL COMCLX3,545$575,8190.25%
105CINCINNATI FINL CORP COM1720621013,989$573,2450.25%
106BROWN & BROWN INC COMBRO5,613$572,6590.25%
107CHUBB LIMITED COMCB2,059$568,8070.24%
108DOVER CORP COMDOV3,027$567,9000.24%
109NEXTERA ENERGY INC COMNEE-PW7,918$567,6120.24%
110S&P GLOBAL INC COMSPGI1,138$566,9440.24%
111PENTAIR PLC SHSPNR5,608$564,3850.24%
112MEDTRONIC PLC SHSMDT6,977$557,3430.24%
113ESSEX PPTY TR INC COM2971781051,952$557,2020.24%
114FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451014,975$557,0040.24%
115AIR PRODS & CHEMS INC COMAIIR1,917$555,9110.24%
116C H ROBINSON WORLDWIDE INC COM NEWCHRW5,340$551,7100.24%
117SYSCO CORP COMSYY7,103$543,1270.23%
118BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK8,452$541,3510.23%
119KENVUE INC COMKVUE25,173$537,4330.23%
120LOWES COS INC COM5486611072,163$533,9080.23%
121CONSOLIDATED EDISON INC COMED5,965$532,2530.23%
122KEYCORP COM49326710830,750$527,0550.23%
123KIMBERLY-CLARK CORP COMKMB4,021$526,9100.23%
124VANGUARD SMALL-CAP ETF9229087512,192$526,6940.23%
125PRICE T ROWE GROUP INC COMTROW4,651$525,9780.23%
126GENUINE PARTS CO COMGPC4,502$525,6220.23%
127PPG INDS INC COM6935061074,347$519,2720.22%
128REALTY INCOME CORP COMO9,718$519,0270.22%
129STRYKER CORPORATION COMSYK1,426$513,4290.22%
130FRANKLIN RESOURCES INC COMBEN25,254$512,4090.22%
131AMCOR PLC ORDAMCCF54,370$511,6190.22%
132ISHARES 20 YEAR TREASURY BOND ETF4642874325,813$507,6460.22%
133INVESCO NASDAQ 100 ETFIVZ2,410$507,1850.22%
134SMITH A O CORP COMAOS7,363$502,2100.22%
135TARGET CORP COMTGT3,709$501,3900.22%
136EXPEDITORS INTL WASH INC COM3021301094,517$500,3050.22%
137BROWN FORMAN CORP CL BBF-B12,847$487,9150.21%
138STANLEY BLACK & DECKER INC COMSWK6,043$485,1610.21%
139ALBEMARLE CORP COMALB-PA5,502$473,6300.20%
140ISHARES U.S. INFRASTRUCTURE ETF46435U71310,208$472,5460.20%
141GALLAGHER ARTHUR J & CO COM3635761091,574$446,7800.19%
142NUCOR CORP COMNUE3,821$446,0030.19%
143NORDSON CORP COMNDSN2,128$445,1640.19%
144ADOBE INC COMADBE926$411,8850.18%
145ISHARES ESG ADVANCED MSCI USA ETF46436E7677,795$387,5670.17%
146SPDR S&P DIVIDEND ETF78464A7632,757$364,2000.16%
147VANGUARD SMALL-CAP GROWTH ETF9229085951,278$357,9600.15%
148INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,024$354,6660.15%
149ISHARES MSCI KLD 400 SOCIAL ETF4642885703,179$350,4850.15%
150INVESCO S&P 500 LOW VOLATILITY ETFIVZ4,876$341,3200.15%
151ISHARES SILVER TRUSTSLV12,903$339,7360.15%
152INVESCO QQQ TRUST SERIES IIVZ659$336,9010.15%
153ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,753$333,2290.14%
154EATON CORP PLC SHSETN996$330,5430.14%
155ROYAL CARIBBEAN GROUP COMV7780T1031,426$328,9640.14%
156RESMED INC COMRSMDF1,434$327,9410.14%
157ISHARES CORE HIGH DIVIDEND ETF46429B6632,904$326,0030.14%
158EMCOR GROUP INC COMEME704$319,5460.14%
159ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8039,026$313,6540.14%
160METLIFE INC COMMET-PF3,785$309,9340.13%
161ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,395$303,5490.13%
162RTX CORPORATION COMRTX2,582$298,7890.13%
163OREILLY AUTOMOTIVE INC COM67103H107247$292,8930.13%
164HENRY JACK & ASSOC INC COM4262811011,644$288,1930.12%
165HOWMET AEROSPACE INC COMHWM2,598$284,1430.12%
166APTARGROUP INC COMATR1,802$283,0940.12%
167COMFORT SYS USA INC COM199908104667$282,8480.12%
168WATERS CORP COM941848103759$281,5740.12%
169ANSYS INC COM03662Q105834$281,3330.12%
170VANGUARD S&P 500 ETF922908363519$279,6420.12%
171IDEX CORP COM45167R1041,323$276,8910.12%
172ISHARES S&P MID-CAP 400 VALUE ETF4642877052,215$276,7860.12%
173VERTIV HOLDINGS CO COM CL AVRT2,428$275,8450.12%
174ISHARES U.S. TREASURY BOND ETF46429B26711,921$273,9450.12%
175FS KKR CAP CORP COMFSK12,420$269,7700.12%
176POOL CORP COMPOOL788$268,6610.12%
177TARGA RES CORP COMTRGP1,500$267,7500.12%
178TJX COS INC NEW COM8725401092,213$267,3530.12%
179AXON ENTERPRISE INC COMAXON448$266,2550.11%
180HENRY SCHEIN INC COMHSIC3,801$263,0290.11%
181QUEST DIAGNOSTICS INC COMDGX1,737$262,0440.11%
182VANGUARD VALUE ETF9229087441,509$255,4530.11%
183ISHARES CONVERTIBLE BOND ETF46435G1022,981$253,2960.11%
184CGI INC CL A SUB VTGGIB2,296$250,9990.11%
185GARTNER INC COMIT516$249,9870.11%
186WASTE MGMT INC DEL COM94106L1091,238$249,8160.11%
187QUALCOMM INC COMQCOM1,622$249,1720.11%
188DONALDSON INC COMDCI3,696$248,9260.11%
189ISHARES CORE S&P SMALL CAP ETF4642878042,134$245,9100.11%
190SPROUTS FMRS MKT INC COM85208M1021,908$242,4500.10%
191ISHARES ESG ADVANCED MSCI EAFE ETF46436E7593,736$241,4200.10%
192VANGUARD GROWTH ETF922908736580$238,2200.10%
193CMS ENERGY CORP COMCMS-PC3,573$238,1400.10%
194PALANTIR TECHNOLOGIES INC CL APLTR3,124$236,2680.10%
195ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,361$235,0030.10%
196ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,156$234,1630.10%
197VANGUARD RUSSELL 1000 VALUE ETF92206C7142,842$230,9130.10%
198ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,669$225,9330.10%
199CELESTICA INC COMCLS2,425$223,8280.10%
200VANGUARD MID-CAP VALUE ETF9229085121,375$222,4340.10%
201IDEXX LABS INC COM45168D104538$222,4310.10%
202PUBLIC STORAGE OPER CO COMPSA-PS736$220,3880.09%
203ISHARES MSCI EAFE ETF4642874652,890$218,5130.09%
204SPDR GOLD SHARESGLD892$215,9800.09%
205VANGUARD MID-CAP GROWTH ETF922908538851$215,9410.09%
206KROGER CO COMKR3,440$210,3560.09%
207STARBUCKS CORP COMSBUX2,305$210,3310.09%
208PFIZER INC COMPFE7,819$207,4380.09%
209TOLL BROTHERS INC COMTOL1,639$206,4320.09%
210ELI LILLY & CO COMLLY266$205,3520.09%
211ONEOK INC NEW COMOKE2,000$200,8000.09%
212VANGUARD RUSSELL 1000 GROWTH ETF92206C6801,900$196,2700.08%
213QUANTA SVCS INC COM74762E102620$195,9510.08%
214BLACKROCK INC COMBLK191$195,7960.08%
215AMERICAN ELEC PWR CO INC COM0255371012,076$191,4690.08%
216ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882812,147$191,1690.08%
217FTAI AVIATION LTD SHSFTAIN1,324$190,7090.08%
218PNC FINL SVCS GROUP INC COM693475105972$187,4500.08%
219NORFOLK SOUTHN CORP COM655844108777$182,3620.08%
220SOUTHERN CO COMSOMN2,186$179,9520.08%
221FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,041$176,3490.08%
222AMERICAN TOWER CORP NEW COM03027X100952$174,6060.08%
223WP CAREY INC COM92936U1093,176$173,0280.07%
224CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO2,530$170,0410.07%
225ALLSTATE CORP COMALL-PJ879$169,4620.07%
226COCA COLA CONS INC COMCOKE132$166,3190.07%
227ISHARES GLOBAL ENERGY ETF4642873414,311$164,5940.07%
228TRANSDIGM GROUP INC COMTDG127$160,9450.07%
229ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,245$158,7440.07%
230CONOCOPHILLIPS COMCOP1,597$158,3740.07%
231PROGRESSIVE CORP COM743315103658$157,6630.07%
232FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO23,066$157,3100.07%
233COHEN & STEERS INFRASTRUCTURE COM19248A1096,475$155,6590.07%
234DECKERS OUTDOOR CORP COMDECK761$154,5510.07%
235GUIDEWIRE SOFTWARE INC COMGWRE912$153,7450.07%
236SPDR GOLD MINISHARES TRUSTGLDW2,938$152,7470.07%
237AGNICO EAGLE MINES LTD COMAEM1,914$149,6940.06%
238CARPENTER TECHNOLOGY CORP COMCRS864$146,6290.06%
239CION INVT CORP COM17259U20412,688$144,6430.06%
240DEERE & CO COMDE340$144,0580.06%
241GENERAL MLS INC COM3703341042,220$141,5690.06%
242CARRIER GLOBAL CORPORATION COMCARR2,050$139,9330.06%
243CANADIAN NATL RY CO COM1363751021,378$139,8810.06%
244PHILIP MORRIS INTL INC COM7181721091,159$139,4860.06%
245PARKER-HANNIFIN CORP COMPH219$139,2910.06%
246UNION PAC CORP COMUNP600$136,8240.06%
247GENTEX CORP COMGNTX4,712$135,3760.06%
248NUTANIX INC CL ANTNX2,193$134,1680.06%
249ARGAN INC COMAGX970$132,9290.06%
250ISHARES GOLD TRUSTIAU2,673$132,3410.06%
251PARSONS CORP DEL COMPSN1,422$131,1800.06%
252ISHARES ESG AWARE MSCI EM ETF46434G8633,922$130,9560.06%
253ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,440$130,9390.06%
254WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT4,290$130,7590.06%
255PRUDENTIAL FINL INC COMPUKPF1,082$128,2490.06%
256SPX TECHNOLOGIES INC COMSPXC875$127,3300.05%
257FIFTH THIRD BANCORP COMFITBM2,992$126,5020.05%
258BRISTOL-MYERS SQUIBB CO COMCELG-RI2,230$126,1290.05%
259SHARKNINJA INC COM SHSSN1,295$126,0810.05%
260ENTERPRISE PRODS PARTNERS L P COM2937921074,012$125,8160.05%
261WINGSTOP INC COMWING442$125,6160.05%
262EMBRAER S.A. SPONSORED ADSEMBJ3,370$123,6120.05%
263PGIM ACTIVE HIGH YIELD BOND ETF69344A2063,523$122,3890.05%
264ISHARES BITCOIN TRUST ETFIBIT2,270$120,4240.05%
265WELLS FARGO CO NEW COM9497461011,707$119,9000.05%
266SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,365$117,8130.05%
267VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF92647N7821,699$117,1290.05%
268BANK AMERICA CORP COM0605051042,663$117,0390.05%
269CUMMINS INC COMCMI332$115,7350.05%
270BYRNA TECHNOLOGIES INC COM NEWBYRN3,980$114,6640.05%
271ALTRIA GROUP INC COMMO2,189$114,4630.05%
272INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ1,833$111,4830.05%
273DOW INC COMDOW2,770$111,1600.05%
274DOXIMITY INC CL ADOCS2,070$110,5170.05%
275NETFLIX INC COMNFLX123$109,6320.05%
276ISHARES SELECT DIVIDEND ETF464287168823$108,0520.05%
277LOCKHEED MARTIN CORP COMLMT221$107,3930.05%
278AMERICAN HEALTHCARE REIT INC COM SHSAHR3,744$106,4040.05%
279KKR & CO INC COMKKRT710$105,0160.05%
280ASTERA LABS INC COMALAB792$104,9000.05%
281INTERACTIVE BROKERS GROUP INC COM CL A45841N107590$104,2350.04%
282VERTEX INC CL AVERX1,950$104,0330.04%
283ABERCROMBIE & FITCH CO CL AANF692$103,4330.04%
284GE AEROSPACE COM NEW369604301611$101,8940.04%
285MARATHON PETE CORP COMMARA717$100,0220.04%
286EQUITABLE HLDGS INC COMEQH-PC2,100$99,0570.04%
287PRIMORIS SVCS CORP COM74164F1031,295$98,9380.04%
288US BANCORP DEL COM NEWUSB-PS2,050$98,0520.04%
289CSX CORP COMCSX3,032$97,8430.04%
290ISHARES MSCI WORLD ETF464286392617$95,9440.04%
291OTIS WORLDWIDE CORP COMOTIS1,025$94,9250.04%
292STEPSTONE GROUP INC COM CL ASTEP1,630$94,3440.04%
293WAYSTAR HLDG CORP COMWAY2,510$92,1170.04%
294MORGAN STANLEY COM NEWMS-PQ720$90,5180.04%
295ARISTA NETWORKS INC COM SHSANET812$89,7500.04%
296ACI WORLDWIDE INC COMACIW1,705$88,5070.04%
297AT&T INC COMT-PC3,863$87,9610.04%
298PUBLIC SVC ENTERPRISE GRP INC COM7445731061,033$87,2780.04%
299FORTINET INC COMFTNT920$86,9220.04%
300TG THERAPEUTICS INC COMTGTX2,880$86,6880.04%
301VANGUARD SMALL CAP VALUE ETF922908611432$85,5390.04%
302TRANE TECHNOLOGIES PLC SHSTT231$85,3200.04%
303CELLEBRITE DI LTD ORDINARY SHARESCLBT3,870$85,2560.04%
304BRIGHTSPRING HEALTH SVCS INC COM10950A1064,915$83,7020.04%
305BROADCOM INC COMAVGO361$83,6940.04%
306ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8533,283$83,0960.04%
307LEONARDO DRS INC COMDRS2,555$82,5520.04%
308KINDER MORGAN INC DEL COMEP-PC3,000$82,2000.04%
309FLOWSERVE CORP COMFLS1,423$81,8680.04%
310BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETFBLK1,875$81,5980.04%
311MAKEMYTRIP LIMITED MAURITIUS SHSMMYT725$81,4030.04%
312ISHARES CORE DIVIDEND GROWTH ETF46434V6211,322$81,0910.03%
313GENEDX HOLDINGS CORP COM CL AWGSWW1,055$81,0870.03%
314MAREX GROUP PLC ORDMRX2,575$80,2630.03%
315HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,742$79,8920.03%
316GENERAL MTRS CO COM37045V1001,495$79,6390.03%
317HUNTINGTON BANCSHARES INC COMHBANP4,797$78,0470.03%
318UNITED THERAPEUTICS CORP DEL COMUTHR220$77,6250.03%
319FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171091,900$76,4940.03%
320CANADIAN PACIFIC KANSAS CITY COMCP1,038$75,1200.03%
321LAM RESEARCH CORP COM NEWLRCX1,040$75,1190.03%
322CITIZENS FINL GROUP INC COMCIA1,710$74,8300.03%
323STRIDE INC COMLRN717$74,5180.03%
324CLEARWATER ANALYTICS HLDGS INC CL ACWAN2,700$74,3040.03%
325PROGRESS SOFTWARE CORP COM7433121001,130$73,6200.03%
326TRAVERE THERAPEUTICS INC COMTVTX4,210$73,3380.03%
327DTE ENERGY CO COMDTK603$72,8120.03%
328DUPONT DE NEMOURS INC COMDD953$72,6660.03%
329SUPER MICRO COMPUTER INC COM NEWSMCI2,380$72,5420.03%
330BOSTON SCIENTIFIC CORP COMBSX810$72,3490.03%
331VANGUARD TOTAL STOCK MARKET ETF922908769249$72,2090.03%
332GILDAN ACTIVEWEAR INC COMGIL1,500$70,5750.03%
333GLOBAL NET LEASE INC COM NEWGNL-PE9,656$70,4890.03%
334LEIDOS HOLDINGS INC COMLDOS479$69,0050.03%
335FORD MTR CO COM3453708606,878$68,0900.03%
336DUKE ENERGY CORP NEW COM NEWDUKB627$67,5530.03%
337CORCEPT THERAPEUTICS INC COMCORT1,325$66,7670.03%
338BANK NEW YORK MELLON CORP COM064058100862$66,2270.03%
339HEALTHPEAK PROPERTIES INC COMDOC3,251$65,8980.03%
340MUELLER WTR PRODS INC COM SER A6247581082,890$65,0250.03%
341PROLOGIS INC. COMPLDGP614$64,9000.03%
342EATON VANCE TAX-MANAGED GLOBAL COMETN7,800$63,7260.03%
343MASTERCARD INCORPORATED CL AMA121$63,7150.03%
344TC ENERGY CORP COMTRPRF1,368$63,6530.03%
345ISHARES 3-7 YEAR TREASURY BOND ETF464288661549$63,4060.03%
346HP INC COMHPQ1,924$62,7800.03%
347LOAR HOLDINGS INC COM SHSLOAR835$61,7150.03%
348SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409700$61,5300.03%
349CAVA GROUP INC COMCAVA545$61,4760.03%
350ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158580$61,1900.03%
351LAMAR ADVERTISING CO NEW CL ALAMR496$60,3830.03%
352JOHNSON CTLS INTL PLC SHSG51502105760$59,9870.03%
353SPDR S&P 600 SMALL CAP GROWTH ETF78464A201658$59,4620.03%
354DIGITAL RLTY TR INC COM253868103335$59,4060.03%
355TIMKEN CO COMTKR831$59,3080.03%
356HAMILTON LANE INC CL AHLNE398$58,9240.03%
357AMERICAN SUPERCONDUCTOR CORP SHS NEWAMSC2,355$58,0040.02%
358ISHARES FUTURE AI & TECH ETF46435U5561,487$55,1230.02%
359VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406432$55,1190.02%
360KIMCO RLTY CORP COM49446R1092,275$53,3030.02%
361FRANKLIN BSP RLTY TR INC COMMON STOCK35243J1014,140$51,9160.02%
362SMURFIT WESTROCK PLC SHSSW955$51,4360.02%
363NISOURCE INC COMNI1,399$51,4270.02%
364ENTERGY CORP NEW COMENO668$50,6480.02%
365TERADYNE INC COMTER400$50,3680.02%
366WHIRLPOOL CORP COMWHR-PA436$49,9130.02%
367EASTMAN CHEM CO COMEMN546$49,8610.02%
368ISHARES TIPS BOND ETF464287176460$48,9910.02%
369DANAHER CORPORATION COM235851102213$48,8940.02%
370L3HARRIS TECHNOLOGIES INC COMLHX218$45,8410.02%
371GE VERNOVA INC COMGEV139$45,7210.02%
372CELANESE CORP DEL COMCE660$45,6790.02%
373SCHWAB CHARLES CORP COMSCHW-PJ605$44,7760.02%
374SPDR DOW JONES REIT ETF78464A607445$43,9930.02%
375GRAHAM HLDGS CO COM CL BGHM50$43,5960.02%
376DT MIDSTREAM INC COMMON STOCKDTM417$41,4620.02%
377CITIGROUP INC COM NEWC-PR577$40,6150.02%
378BLACK HILLS CORP COMBKH687$40,2030.02%
379FORTUNE BRANDS INNOVATIONS INC COMFBIN588$40,1780.02%
380ENBRIDGE INC COMENNPF943$40,0110.02%
381BP PLC SPONSORED ADRBPPFF1,340$39,6100.02%
382MANHATTAN BRDG CAP INC COM56280310638,740$38,7400.02%
383KULICKE & SOFFA INDS INC COM501242101820$38,2610.02%
384FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF677$38,0070.02%
385VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF92647N774691$37,9190.02%
386GABELLI EQUITY TR INC COMGAB-PK6,935$37,3100.02%
387BROADRIDGE FINL SOLUTIONS INC COM11133T103160$36,1740.02%
388RIO TINTO PLC SPONSORED ADRRTNTF600$35,2860.02%
389SEMPRA COMSREA398$34,9130.02%
390HASBRO INC COMHAS620$34,6640.01%
391CALAMOS CONV OPPORTUNITIES & I SH BEN INT1281171082,894$34,5540.01%
392JACOBS SOLUTIONS INC COMJ256$34,2070.01%
393SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A5161,598$34,1900.01%
394DEFIANCE QUANTUM ETF26922A420421$34,1640.01%
395DOMINION ENERGY INC COMD601$32,3700.01%
396GILEAD SCIENCES INC COMGILD350$32,3300.01%
397CANADIAN NAT RES LTD COM1363851011,041$32,1360.01%
398ISHARES MSCI EMERGING MARKETS ETF464287234764$31,9630.01%
399APPLIED MATLS INC COM038222105196$31,8750.01%
400VANGUARD MID-CAP ETF922908629118$31,1670.01%
401CROWN CASTLE INC COMCCI340$30,8580.01%
402VISTRA CORP COMVST221$30,4690.01%
403ISHARES RUSSELL MID-CAP VALUE ETF464287473234$30,2880.01%
404UNITED PARCEL SERVICE INC CL BUPS228$28,7510.01%
405CLEARWAY ENERGY INC CL CCWEN-A1,100$28,6000.01%
406ISHARES CORE U.S. AGGREGATE BOND ETF464287226294$28,4940.01%
407GAMING & LEISURE PPTYS INC COM36467J108589$28,3660.01%
408PHILLIPS 66 COMPSX247$28,1410.01%
409PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,643$28,0620.01%
410BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A59$26,7440.01%
411WEC ENERGY GROUP INC COMWEC283$26,6130.01%
412BARRICK GOLD CORP COM0679011081,700$26,3500.01%
413PINNACLE WEST CAP CORP COMPNW300$25,4310.01%
414WHEATON PRECIOUS METALS CORP COMWPM450$25,3080.01%
415CENTERPOINT ENERGY INC COMCNP778$24,6860.01%
416VANGUARD REAL ESTATE ETF922908553277$24,6780.01%
417VALERO ENERGY CORP COMVLO200$24,5180.01%
418ISHARES PREFERRED & INCOME SECURITIES ETF464288687760$23,8940.01%
419CONSTELLATION ENERGY CORP COMCEG104$23,2660.01%
420EXELON CORP COMEXC595$22,3960.01%
421EDISON INTL COM281020107275$21,9560.01%
422OVINTIV INC COMOVV527$21,3440.01%
423CAL MAINE FOODS INC COM NEWCALM207$21,3040.01%
424ANALOG DEVICES INC COMADI100$21,2460.01%
425VONTIER CORPORATION COMVNT547$19,9490.01%
426PACER US CASH COWS 100 ETF69374H881347$19,5990.01%
427INDEPENDENCE RLTY TR INC COM45378A106983$19,4940.01%
428PG&E CORP COMPCG-PX943$19,0300.01%
429SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622199$18,9630.01%
430OMEGA HEALTHCARE INVS INC COM681936100500$18,9250.01%
431WINTRUST FINL CORP COM97650W108148$18,4570.01%
432INGERSOLL RAND INC COMIR200$18,0920.01%
433HECLA MNG CO COM4227041063,500$17,1850.01%
434ALLIANT ENERGY CORP COMLNT289$17,0910.01%
435BRIGHTSPIRE CAPITAL INC COM CL ABRSP3,009$16,9710.01%
436DISCOVER FINL SVCS COM25470910895$16,4570.01%
437PIONEER HIGH INCOME FUND INC COM72369H1062,115$16,3910.01%
438TECK RESOURCES LTD CL BTCKRF400$16,2120.01%
439ISHARES U.S. MEDICAL DEVICES ETF464288810277$16,1710.01%
440CORTEVA INC COMCTVA280$15,9490.01%
441CLEAN ENERGY FUELS CORP COMCLNE6,131$15,3890.01%
442GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC195$15,2600.01%
443NEWMONT CORP COMNEMCL400$14,8880.01%
444SUNCOR ENERGY INC NEW COMSU400$14,2720.01%
445CORNING INC COMGLW300$14,2560.01%
446KINROSS GOLD CORP COMKGCRF1,500$13,9050.01%
447PPL CORP COMPPLC428$13,8930.01%
448INTEL CORP COMINTC665$13,3330.01%
449VALE S A SPONSORED ADSVALE1,500$13,3050.01%
450OGE ENERGY CORP COMOGE319$13,1590.01%
451EATON VANCE TAX-MANAGED DIVERS COMETN850$12,7080.01%
452MAGNA INTL INC COM559222401301$12,5790.01%
453BROOKFIELD CORP CL A LTD VT SH11271J107217$12,4670.01%
454TESLA INC COMTSLA30$12,1150.01%
455ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407280$11,9310.01%
456VOYA GLBL EQTY DIV & PREM OPP COM92912T1002,185$11,8430.01%
457TEXAS INSTRS INC COM88250810462$11,6260.01%
458AES CORP COMAES891$11,4670.00%
459MANULIFE FINL CORP COM56501R106372$11,4240.00%
460BWX TECHNOLOGIES INC COMBWXT100$11,1390.00%
461GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673275$11,1130.00%
462SCHWAB U.S. LARGE-CAP GROWTH ETF808524300392$10,9110.00%
463WILLIAMS COS INC COM969457100201$10,8780.00%
464HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF518416102380$10,8000.00%
465INTERNATIONAL PAPER CO COM460146103200$10,7640.00%
466FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280857$10,5380.00%
467AMERICAN WTR WKS CO INC NEW COM03042010383$10,3330.00%
468HUNTINGTON INGALLS INDS INC COM44641310654$10,2040.00%
469SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359130$10,1260.00%
470GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF659$10,0560.00%
471EVERGY INC COMEVRG163$10,0330.00%
472VANGUARD FTSE EUROPE ETF922042874158$10,0280.00%
473ULTA BEAUTY INC COMULTA23$10,0030.00%
474VENTAS INC COMVTR168$9,8940.00%
475ARBOR REALTY TRUST INC COMABR-PF709$9,8200.00%
476AMEREN CORP COMAEE110$9,8050.00%
477UNITED AIRLS HLDGS INC COMUNTCW100$9,7100.00%
478ISHARES GLOBAL COMM SERVICES ETF464287275100$9,6670.00%
479TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80340$9,3010.00%
480PAN AMERN SILVER CORP COM697900108455$9,2000.00%
481UNITIL CORP COMUTL168$9,1040.00%
482SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772260$9,0900.00%
483MASTERBRAND INC COMMON STOCKMBC588$8,5910.00%
484ROCKWELL AUTOMATION INC COMROK30$8,5740.00%
485CLEVELAND-CLIFFS INC NEW COMCLF910$8,5540.00%
486SIRIUSXM HOLDINGS INC COMMON STOCK829933100370$8,4360.00%
487SCHWAB U.S. BROAD MARKET ETF808524102368$8,3480.00%
488ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ450$8,2350.00%
489KEYSIGHT TECHNOLOGIES INC COMKEYS48$7,7100.00%
490THE CAMPBELLS COMPANY COMCPB184$7,7060.00%
491FIRSTENERGY CORP COMFE186$7,3990.00%
492NUVEEN PFD & INCOME OPPORTUNIT COMNU929$7,3020.00%
493VANGUARD TOTAL WORLD STOCK ETF92204274260$7,0950.00%
494CME GROUP INC COMCME30$6,9670.00%
495SUN CMNTYS INC COM86667410455$6,7630.00%
496EVERCORE INC CLASS AEVR24$6,6530.00%
497CENOVUS ENERGY INC COMCVE436$6,6050.00%
498GOLD FIELDS LTD SPONSORED ADRGFIOF500$6,6000.00%
499ALLISON TRANSMISSION HLDGS INC COMALSN60$6,4840.00%
500SOUTH BOW CORP COMSOBO274$6,4580.00%