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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 Q2 2025 · Filed August 14, 2025 · Accession 0002023375-25-000003

Total Value
$259.1M
Positions
643
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 ETF78464A854183,870$13.4M5.17%
2ISHARES MSCI EAFE VALUE ETF464288877129,427$8.2M3.18%
3ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK147,530$8.0M3.11%
4ISHARES S&P 500 GROWTH ETF46428730970,173$7.7M2.99%
5ISHARES MSCI USA QUALITY FACTOR ETF46432F33940,605$7.4M2.87%
6ISHARES CORE S&P 500 ETF46428720010,786$6.7M2.59%
7ISHARES S&P 500 VALUE ETF46428740828,671$5.6M2.17%
8ISHARES CORE MSCI EMERGING MARKETS ETF46434G10381,116$4.9M1.88%
9ISHARES MSCI EAFE GROWTH ETF46428888533,834$3.8M1.46%
10ISHARES U.S. THEMATIC ROTATION ACTIVE ETFBLK104,382$3.7M1.44%
11WALMART INC COMWMT33,935$3.3M1.28%
12MICROSOFT CORP COMMSFT6,514$3.2M1.25%
13ISHARES U.S. TECHNOLOGY ETF46428772117,004$2.9M1.14%
14PROCTER AND GAMBLE CO COM74271810917,807$2.8M1.10%
15INVESCO S&P 500 TOP 50 ETFIVZ53,014$2.8M1.07%
16INTERNATIONAL BUSINESS MACHS COMINTR9,091$2.7M1.04%
17CATERPILLAR INC COMCAT6,595$2.6M0.99%
18AMGEN INC COMAMGN8,422$2.4M0.91%
19ISHARES NATIONAL MUNI BOND ETF46428841422,000$2.3M0.89%
20SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1095,065$2.2M0.86%
21JOHNSON & JOHNSON COMJNJ14,568$2.2M0.86%
22AMAZON COM INC COMAMZN10,052$2.2M0.85%
23MCDONALDS CORP COMMCD7,509$2.2M0.85%
24JPMORGAN CHASE & CO. COMVYLD7,370$2.1M0.83%
25NVIDIA CORPORATION COMNVDA13,188$2.1M0.81%
26COCA COLA CO COMKO28,877$2.0M0.79%
27SHERWIN WILLIAMS CO COMSHW5,625$1.9M0.75%
28APPLE INC COMAAPL9,019$1.9M0.72%
293M CO COMMMM12,121$1.8M0.71%
30INVESCO S&P 500 MOMENTUM ETFIVZ16,297$1.8M0.71%
31CHEVRON CORP NEW COMCVX12,656$1.8M0.70%
32SCHWAB US AGGREGATE BOND ETF80852483974,722$1.7M0.67%
33CISCO SYS INC COMCSCO25,019$1.7M0.67%
34VISA INC COM CL AV4,882$1.7M0.67%
35GOLDMAN SACHS GROUP INC COMGSCE2,431$1.7M0.67%
36ISHARES CORE TOTAL USD BOND MARKET ETF46434V61336,948$1.7M0.66%
37HOME DEPOT INC COMHD4,512$1.7M0.64%
38AUTOMATIC DATA PROCESSING INC COMADP5,255$1.6M0.63%
39BOEING CO COMBA-PA7,577$1.6M0.61%
40DISNEY WALT CO COM25468710612,742$1.6M0.61%
41AMERICAN EXPRESS CO COMAXP4,927$1.6M0.61%
42NIKE INC CL BNKE21,627$1.5M0.59%
43BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF09789C81232,852$1.5M0.59%
44VERIZON COMMUNICATIONS INC COMVZ34,286$1.5M0.57%
45ORACLE CORP COMORCL-PD6,703$1.5M0.57%
46COLGATE PALMOLIVE CO COMCL16,077$1.5M0.56%
47FACTSET RESH SYS INC COM3030751053,222$1.4M0.56%
48HONEYWELL INTL INC COM4385161066,163$1.4M0.55%
49CHURCH & DWIGHT CO INC COMCHD14,745$1.4M0.55%
50TRAVELERS COMPANIES INC COMTRV5,293$1.4M0.55%
51MERCK & CO INC COMMRK17,802$1.4M0.54%
52MCCORMICK & CO INC COM NON VTGMKC-V18,187$1.4M0.53%
53PEPSICO INC COMPEP10,177$1.3M0.52%
54SALESFORCE INC COMCRM4,525$1.2M0.48%
55ISHARES MBS ETF46428858812,977$1.2M0.47%
56INTUIT COMINTU1,516$1.2M0.46%
57COSTCO WHSL CORP NEW COM22160K1051,134$1.1M0.43%
58UNITEDHEALTH GROUP INC COMUNH3,568$1.1M0.43%
59ISHARES A.I. INNOVATION AND TECH ACTIVE ETFBLK38,112$1.1M0.42%
60CENCORA INC COMCOR3,628$1.1M0.42%
61INTERCONTINENTAL EXCHANGE INC COM45866F1045,901$1.1M0.42%
62META PLATFORMS INC CL AMETA1,446$1.1M0.41%
63CASEYS GEN STORES INC COM1475281032,030$1.0M0.40%
64CHECK POINT SOFTWARE TECH LTD ORDM224651044,678$1.0M0.40%
65HENRY JACK & ASSOC INC COM4262811015,659$1.0M0.39%
66ROLLINS INC COMROL17,876$1.0M0.39%
67TRACTOR SUPPLY CO COMTSCO19,057$1.0M0.39%
68MONSTER BEVERAGE CORP NEW COMMNST15,974$1.0M0.39%
69COMCAST CORP NEW CL ACCZ28,026$1.0M0.39%
70MSCI INC COMMSCI1,700$980,3480.38%
71ISHARES S&P 100 ETF4642871013,182$968,3700.37%
72PAYCHEX INC COMPAYX6,592$958,8250.37%
73INVESCO QQQ TRUST SERIES IIVZ1,734$956,5440.37%
74AUTOZONE INC COMAZO255$948,3860.37%
75ACCENTURE PLC IRELAND SHS CLASS AACN3,128$934,9180.36%
76INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,110$928,6910.36%
77NOVO-NORDISK A S ADRNONOF13,251$914,5750.35%
78FISERV INC COMFISV5,301$914,0240.35%
79METTLER TOLEDO INTERNATIONAL COMMTD769$903,3370.35%
80ISHARES MSCI EAFE ETF4642874659,958$890,1460.34%
81FASTENAL CO COMFAST21,177$889,4520.34%
82FAIR ISAAC CORP COMFICO481$879,7610.34%
83THERMO FISHER SCIENTIFIC INC COMTMO2,162$876,6150.34%
84SPDR S&P MIDCAP 400 ETF TRUSTMDY1,513$857,0840.33%
85ECOLAB INC COMECL3,138$845,5890.33%
86ISHARES FLEXIBLE INCOME ACTIVE ETFBLK15,936$842,0430.33%
87ABBOTT LABS COMABLZF6,007$817,0520.32%
88BECTON DICKINSON & CO COMBDX4,731$814,9970.31%
89LINDE PLC SHSLIN1,708$801,4450.31%
90ILLINOIS TOOL WKS INC COM4523081093,177$785,5830.30%
91GRAINGER W W INC COM384802104748$777,8050.30%
92EXXON MOBIL CORP COMXOM7,078$763,0520.29%
93ROPER TECHNOLOGIES INC COMROP1,334$756,0260.29%
94BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$728,8000.28%
95GENERAL DYNAMICS CORP COMGD2,473$721,2280.28%
96ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67213,941$712,2300.28%
97PALANTIR TECHNOLOGIES INC CL APLTR5,156$702,8660.27%
98ISHARES MSCI USA MIN VOL FACTOR ETF46429B6977,381$692,8920.27%
99SPDR S&P 500 ETF TRUSTSPY1,094$675,7080.26%
100ALPHABET INC CAP STK CL AGOOG3,753$661,3910.26%
101ISHARES RUSSELL 2000 ETF4642876553,047$657,5120.25%
102ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76410,406$657,0240.25%
103ABBVIE INC COMABBV3,519$653,2330.25%
104STRYKER CORPORATION COMSYK1,619$640,6610.25%
105EMERSON ELEC CO COMEMR4,785$638,0460.25%
106SMUCKER J M CO COM NEW8326964056,455$633,8770.24%
107ISHARES CORE S&P MID-CAP ETF4642875079,830$609,6570.24%
108FRANKLIN RESOURCES INC COMBEN25,545$609,2450.24%
109CARDINAL HEALTH INC COMCAH3,515$590,5620.23%
110ARCHER DANIELS MIDLAND CO COMADM11,095$585,6200.23%
111CINTAS CORP COMCTAS2,579$574,6860.22%
112CINCINNATI FINL CORP COM1720621013,838$571,5220.22%
113PENTAIR PLC SHSPNR5,436$558,0800.22%
114MEDTRONIC PLC SHSMDT6,365$554,8600.21%
115AFLAC INC COMAFL5,228$551,3830.21%
116CHUBB LIMITED COMCB1,899$550,1060.21%
117INVESCO NASDAQ 100 ETFIVZ2,410$547,3110.21%
118AIR PRODS & CHEMS INC COMAIIR1,935$545,7780.21%
119CONSOLIDATED EDISON INC COMED5,407$542,6160.21%
120DOVER CORP COMDOV2,951$540,7860.21%
121ATMOS ENERGY CORP COMATO3,487$537,3550.21%
122BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK7,951$534,8800.21%
123VANGUARD SMALL-CAP ETF9229087512,253$533,9160.21%
124REALTY INCOME CORP COMO9,256$533,2100.21%
125NEXTERA ENERGY INC COMNEE-PW7,640$530,3770.20%
126HORMEL FOODS CORP COMHRL17,486$528,9620.20%
127BROWN & BROWN INC COMBRO4,738$525,3450.20%
128S&P GLOBAL INC COMSPGI990$522,2420.20%
129ESSEX PPTY TR INC COM2971781051,842$521,8850.20%
130C H ROBINSON WORLDWIDE INC COM NEWCHRW5,390$517,1400.20%
131EXPEDITORS INTL WASH INC COM3021301094,489$512,8750.20%
132ALBEMARLE CORP COMALB-PA8,169$511,9210.20%
133NUCOR CORP COMNUE3,948$511,4080.20%
134NORDSON CORP COMNDSN2,380$510,1490.20%
135EVERSOURCE ENERGY COMES8,007$509,4050.20%
136KIMBERLY-CLARK CORP COMKMB3,938$507,6790.20%
137KEYCORP COM49326710828,750$500,8250.19%
138SMITH A O CORP COMAOS7,563$495,8890.19%
139STANLEY BLACK & DECKER INC COMSWK7,309$495,1720.19%
140GENUINE PARTS CO COMGPC4,073$494,0690.19%
141FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451015,188$492,8070.19%
142PPG INDS INC COM6935061074,276$486,3870.19%
143SYSCO CORP COMSYY6,360$481,6910.19%
144LOWES COS INC COM5486611072,123$470,9420.18%
145KENVUE INC COMKVUE21,894$458,2470.18%
146AMCOR PLC ORDAMCCF49,500$454,9030.18%
147TARGET CORP COMTGT4,592$453,0310.18%
148PRICE T ROWE GROUP INC COMTROW4,583$442,2390.17%
149ROYAL CARIBBEAN GROUP COMV7780T1031,361$426,1840.16%
150ISHARES SILVER TRUSTSLV12,903$423,3470.16%
151WEST PHARMACEUTICAL SVSC INC COM9553061051,910$417,8790.16%
152ISHARES 0-5 YEAR TIPS BOND ETF46429B7473,998$411,4650.16%
153CLOROX CO DEL COMCLX3,332$400,1060.15%
154ISHARES ESG AWARE MSCI USA ETF46435G4252,839$384,1170.15%
155BROWN FORMAN CORP CL BBF-B14,027$377,4560.15%
156ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8039,926$376,7850.15%
157RTX CORPORATION COMRTX2,566$374,6870.14%
158SPDR S&P DIVIDEND ETF78464A7632,757$374,2080.14%
159GALLAGHER ARTHUR J & CO COM3635761091,151$368,4580.14%
160ISHARES ESG ADVANCED MSCI USA ETF46436E7676,798$366,6160.14%
161INVESCO S&P 500 LOW VOLATILITY ETFIVZ4,876$355,0700.14%
162ADOBE INC COMADBE915$353,9950.14%
163VANGUARD SMALL-CAP GROWTH ETF9229085951,266$350,6700.14%
164ISHARES U.S. TREASURY BOND ETF46429B26715,224$349,8520.14%
165ISHARES ESG MSCI KLD 400 ETF4642885702,956$343,3690.13%
166ISHARES CORE HIGH DIVIDEND ETF46429B6632,904$340,2620.13%
167ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,411$334,3370.13%
168ISHARES 10-20 YEAR TREASURY BOND ETF4642886533,022$307,0500.12%
169QUEST DIAGNOSTICS INC COMDGX1,700$305,3710.12%
170IDEXX LABS INC COM45168D104558$299,2780.12%
171ISHARES S&P MID-CAP 400 VALUE ETF4642877052,386$294,8620.11%
172VANGUARD S&P 500 ETF922908363515$292,5350.11%
173SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW4,455$291,8850.11%
174ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882813,098$286,9540.11%
175ANSYS INC COM03662Q105811$284,8390.11%
176APTARGROUP INC COMATR1,816$284,0770.11%
177DONALDSON INC COMDCI4,089$283,5720.11%
178METLIFE INC COMMET-PF3,518$282,9350.11%
179VANGUARD GROWTH ETF922908736643$281,9030.11%
180HOWMET AEROSPACE INC COMHWM1,503$279,7530.11%
181RESMED INC COMRSMDF1,081$278,8980.11%
182OREILLY AUTOMOTIVE INC COM67103H1073,033$273,3640.11%
183SPDR GOLD SHARESGLD891$271,6040.10%
184HENRY SCHEIN INC COMHSIC3,679$268,7510.10%
185WASTE MGMT INC DEL COM94106L1091,169$267,4910.10%
186AMERICAN TOWER CORP NEW COM03027X1001,200$265,2240.10%
187CGI INC CL A SUB VTGGIB2,522$264,3810.10%
188IDEX CORP COM45167R1041,481$260,0190.10%
189WATERS CORP COM941848103728$254,1010.10%
190VANGUARD MID-CAP GROWTH ETF922908538874$248,5570.10%
191EMCOR GROUP INC COMEME464$248,1890.10%
192ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,859$247,3210.10%
193PUBLIC STORAGE OPER CO COMPSA-PS842$247,0600.10%
194TJX COS INC NEW COM8725401091,987$245,3750.09%
195GARTNER INC COMIT603$243,7450.09%
196ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,434$242,1590.09%
197CMS ENERGY CORP COMCMS-PC3,457$239,5010.09%
198CARPENTER TECHNOLOGY CORP COMCRS864$238,7920.09%
199VANGUARD VALUE ETF9229087441,347$238,0770.09%
200FS KKR CAP CORP COMFSK11,426$237,0990.09%
201CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO2,530$234,2530.09%
202QUALCOMM INC COMQCOM1,469$233,9530.09%
203VANGUARD MID-CAP VALUE ETF9229085121,416$232,8750.09%
204TARGA RES CORP COMTRGP1,322$230,1340.09%
205AXON ENTERPRISE INC COMAXON277$229,3390.09%
206STARBUCKS CORP COMSBUX2,491$228,2500.09%
207AGNICO EAGLE MINES LTD COMAEM1,914$227,6320.09%
208ISHARES GOLD TRUSTIAU3,590$223,8520.09%
209SPROUTS FMRS MKT INC COM85208M1021,343$221,1120.09%
210VANGUARD RUSSELL 1000 VALUE ETF92206C7142,570$218,9900.08%
211COMFORT SYS USA INC COM199908104406$217,7010.08%
212EATON CORP PLC SHSETN607$216,6930.08%
213GUIDEWIRE SOFTWARE INC COMGWRE912$214,7300.08%
214ARGAN INC COMAGX970$213,8660.08%
215QUANTA SVCS INC COM74762E102564$213,2370.08%
216VERTIV HOLDINGS CO COM CL AVRT1,628$209,0510.08%
217EXELIXIS INC COMEXEL4,741$208,9600.08%
218BOSTON SCIENTIFIC CORP COMBSX1,905$204,6160.08%
219AMERICAN ELEC PWR CO INC COM0255371011,925$199,7380.08%
220ELI LILLY & CO COMLLY254$198,0010.08%
221ISHARES HIGH YIELD MUNI ACTIVE ETFBLK4,065$197,6900.08%
222SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE1,365$197,0100.08%
223APPLOVIN CORP COM CL AAPP556$194,6440.08%
224TRANSDIGM GROUP INC COMTDG127$193,1210.07%
225PFIZER INC COMPFE7,819$189,5330.07%
226ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,245$188,7150.07%
227NORFOLK SOUTHN CORP COM655844108733$187,6260.07%
228ISHARES CONVERTIBLE BOND ETF46435G1022,079$187,2990.07%
229WP CAREY INC COM92936U1092,982$186,0170.07%
230FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,041$180,6330.07%
231ISHARES CORE S&P SMALL CAP ETF4642878041,650$180,3290.07%
232ISHARES ESG ADVANCED MSCI EAFE ETF46436E7592,406$179,1030.07%
233BLACKROCK INC COMBLK169$177,3230.07%
234ALLSTATE CORP COMALL-PJ879$176,9510.07%
235PROGRESSIVE CORP COM743315103658$175,5940.07%
236VANGUARD RUSSELL 1000 GROWTH ETF92206C6801,578$172,3180.07%
237SOUTHERN CO COMSOMN1,875$172,1810.07%
238COHEN & STEERS INFRASTRUCTURE COM19248A1096,275$169,1110.07%
239NUTANIX INC CL ANTNX2,193$167,6330.06%
240FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO23,066$167,4590.06%
241NETFLIX INC COMNFLX123$164,7130.06%
242ONEOK INC NEW COMOKE2,000$163,2600.06%
243CUMMINS INC COMCMI474$155,2350.06%
244ISHARES ESG AWARE MSCI EM ETF46434G8633,910$153,1550.06%
245CARRIER GLOBAL CORPORATION COMCARR2,050$150,0400.06%
246WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT4,290$147,9190.06%
247COCA COLA CONS INC COMCOKE1,320$147,3780.06%
248GE AEROSPACE COM NEW369604301570$146,6870.06%
249UNITED AIRLS HLDGS INC COMUNTCW1,805$143,7320.06%
250CANADIAN NATL RY CO COM1363751021,378$143,3670.06%
251DEERE & CO COMDE278$141,3600.05%
252PHILIP MORRIS INTL INC COM718172109776$141,3330.05%
253ISHARES BITCOIN TRUST ETFIBIT2,270$138,9470.05%
254UNION PAC CORP COMUNP600$138,0480.05%
255PNC FINL SVCS GROUP INC COM693475105739$137,7640.05%
256ISHARES 20 YEAR TREASURY BOND ETF4642874321,493$131,7950.05%
257ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,440$131,0110.05%
258ENTERPRISE PRODS PARTNERS L P COM2937921074,217$130,7690.05%
259CONOCOPHILLIPS COMCOP1,425$127,8800.05%
260DOXIMITY INC CL ADOCS2,070$126,9740.05%
261BYRNA TECHNOLOGIES INC COM NEWBYRN3,980$122,9020.05%
262VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF92647N7821,699$121,1220.05%
263ARGENX SE SPONSORED ADRARGX219$120,7170.05%
264PARKER-HANNIFIN CORP COMPH171$119,4380.05%
265MARATHON PETE CORP COMMARA717$119,1010.05%
266ISHARES CORE MSCI EAFE ETF46432F8421,426$119,0420.05%
267WELLS FARGO CO NEW COM9497461011,485$118,9780.05%
268SUPER MICRO COMPUTER INC COM NEWSMCI2,380$116,6440.05%
269BRIGHTSPRING HEALTH SVCS INC COM10950A1064,915$115,9450.04%
270ALTRIA GROUP INC COMMO1,949$114,2700.04%
271INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ1,833$113,0410.04%
272FIFTH THIRD BANCORP COMFITBM2,730$112,2850.04%
273BANK AMERICA CORP COM0605051042,323$109,9240.04%
274ISHARES SELECT DIVIDEND ETF464287168823$109,3030.04%
275LAM RESEARCH CORP COM NEWLRCX1,100$107,0740.04%
276ISHARES MSCI WORLD ETF464286392617$104,5070.04%
277STRIDE INC COMLRN717$104,1010.04%
278TG THERAPEUTICS INC COMTGTX2,880$103,6510.04%
279BRISTOL-MYERS SQUIBB CO COMCELG-RI2,230$103,2270.04%
280WAYSTAR HLDG CORP COMWAY2,510$102,5840.04%
281MAREX GROUP PLC ORDMRX2,575$101,6350.04%
282OTIS WORLDWIDE CORP COMOTIS1,025$101,4960.04%
283MORGAN STANLEY COM NEWMS-PQ720$101,4190.04%
284PRUDENTIAL FINL INC COMPUKPF941$101,1010.04%
285PRIMORIS SVCS CORP COM74164F1031,295$100,9320.04%
286BLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETFBLK1,920$97,6550.04%
287FORTINET INC COMFTNT920$97,2620.04%
288GENTEX CORP COMGNTX4,393$96,6020.04%
289CSX CORP COMCSX2,933$95,7040.04%
290STEPSTONE GROUP INC COM CL ASTEP1,691$93,8510.04%
291ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158881$93,7190.04%
292LOCKHEED MARTIN CORP COMLMT198$91,7020.04%
293CION INVT CORP COM17259U2049,500$90,9150.04%
294KROGER CO COMKR1,240$88,9450.03%
295GLOBAL NET LEASE INC COM NEWGNL-PE11,696$88,3050.03%
296ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8533,396$87,7910.03%
297VANGUARD SMALL CAP VALUE ETF922908611435$84,8690.03%
298CANADIAN PACIFIC KANSAS CITY COMCP1,038$82,2820.03%
299BROADCOM INC COMAVGO297$81,8680.03%
300US BANCORP DEL COM NEWUSB-PS1,809$81,8570.03%
301HUNTINGTON BANCSHARES INC COMHBANP4,834$81,0180.03%
302FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171091,900$79,5530.03%
303AT&T INC COMT-PC2,734$79,1220.03%
304ACI WORLDWIDE INC COMACIW1,705$78,2770.03%
305ISHARES CORE DIVIDEND GROWTH ETF46434V6211,217$77,8150.03%
306HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,742$76,5240.03%
307ISHARES ESG AWARE MSCI EAFE ETF46435G516855$76,2830.03%
308VANGUARD TOTAL STOCK MARKET ETF922908769250$75,8590.03%
309GENERAL MTRS CO COM37045V1001,495$73,5690.03%
310DTE ENERGY CO COMDTK553$73,2500.03%
311CITIZENS FINL GROUP INC COMCIA1,587$71,0180.03%
312CITIGROUP INC COM NEWC-PR827$70,3940.03%
313PUBLIC SVC ENTERPRISE GRP INC COM744573106825$69,4490.03%
314DUKE ENERGY CORP NEW COM NEWDUKB586$69,1480.03%
315PGIM ACTIVE HIGH YIELD BOND ETF69344A2061,925$68,3180.03%
316GE VERNOVA INC COMGEV129$68,2600.03%
317EATON VANCE TAX-MANAGED GLOBAL COMETN7,800$68,2500.03%
318ISHARES 3-7 YEAR TREASURY BOND ETF464288661564$67,1740.03%
319KINDER MORGAN INC DEL COMEP-PC2,277$66,9440.03%
320SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409700$66,7240.03%
321TC ENERGY CORP COMTRPRF1,338$65,2810.03%
322MASTERCARD INCORPORATED CL AMA116$65,1850.03%
323TIMKEN CO COMTKR831$60,2890.02%
324FRANKLIN BSP RLTY TR INC COMMON STOCK35243J1015,580$59,6500.02%
325DUPONT DE NEMOURS INC COMDD855$58,6440.02%
326DIGITAL RLTY TR INC COM253868103335$58,4010.02%
327VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406432$57,5900.02%
328ISHARES TIPS BOND ETF464287176520$57,1740.02%
329BANK NEW YORK MELLON CORP COM064058100617$56,2150.02%
330SCHWAB CHARLES CORP COMSCHW-PJ601$54,8350.02%
331HCA HEALTHCARE INC COMHCA141$54,0170.02%
332PROLOGIS INC. COMPLDGP507$53,2960.02%
333HEALTHPEAK PROPERTIES INC COMDOC3,030$53,0550.02%
334SPDR S&P 600 SMALL CAP GROWTH ETF78464A201593$52,6370.02%
335ENTERGY CORP NEW COMENO624$51,8670.02%
336LAMAR ADVERTISING CO NEW CL ALAMR416$50,4860.02%
337THE CIGNA GROUP COM125523100151$49,9180.02%
338JOHNSON CTLS INTL PLC SHSG51502105460$48,5850.02%
339KIMCO RLTY CORP COM49446R1092,275$47,8210.02%
340GRAHAM HLDGS CO COM CL BGHM50$47,3090.02%
341HP INC COMHPQ1,924$47,0610.02%
342DT MIDSTREAM INC COMMON STOCKDTM417$45,8320.02%
343HASBRO INC COMHAS620$45,7680.02%
344NISOURCE INC COMNI1,119$45,1400.02%
345WHIRLPOOL CORP COMWHR-PA436$44,2190.02%
346SPDR DOW JONES REIT ETF78464A607445$42,9160.02%
347ENBRIDGE INC COMENNPF943$42,7370.02%
348L3HARRIS TECHNOLOGIES INC COMLHX170$42,6430.02%
349DICKS SPORTING GOODS INC COM253393102213$42,1340.02%
350SMURFIT WESTROCK PLC SHSSW955$41,2080.02%
351WHEATON PRECIOUS METALS CORP COMWPM450$40,4100.02%
352POOL CORP COMPOOL138$40,2240.02%
353BP PLC SPONSORED ADRBPPFF1,340$40,1060.02%
354CORNING INC COMGLW755$39,7050.02%
355DANAHER CORPORATION COM235851102200$39,5080.02%
356SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A5161,641$38,5570.01%
357ISHARES MSCI EMERGING MARKETS ETF464287234779$37,5690.01%
358OVINTIV INC COMOVV987$37,5550.01%
359ISHARES ESG AWARE USD CORPORATE BOND ETF46435G1931,588$36,8890.01%
360CELANESE CORP DEL COMCE660$36,5180.01%
361VISTRA CORP COMVST186$36,0490.01%
362TERADYNE INC COMTER400$35,9680.01%
363BLACK HILLS CORP COMBKH634$35,5670.01%
364ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549747$35,5120.01%
365BARRICK MNG CORP COM SHS06849F1081,700$35,3940.01%
366CLEARWAY ENERGY INC CL CCWEN-A1,100$35,2000.01%
367RIO TINTO PLC SPONSORED ADRRTNTF600$34,9980.01%
368COMERICA INC COM200340107580$34,5970.01%
369JACOBS SOLUTIONS INC COMJ256$33,6510.01%
370MERITAGE HOMES CORP COMMTH500$33,4850.01%
371ENERSYS COMENS390$33,4500.01%
372CANADIAN NAT RES LTD COM1363851011,041$32,6870.01%
373ADVANCED MICRO DEVICES INC COMAMD230$32,6370.01%
374ISHARES RUSSELL MID-CAP VALUE ETF464287473239$31,5650.01%
375DOMINION ENERGY INC COMD541$30,5770.01%
376GABELLI EQUITY TR INC COMGAB-PK5,235$30,4680.01%
377BROADRIDGE FINL SOLUTIONS INC COM11133T103125$30,3790.01%
378FORTUNE BRANDS INNOVATIONS INC COMFBIN588$30,2700.01%
379FORD MTR CO COM3453708602,778$30,1410.01%
380PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,643$30,1000.01%
381ISHARES CORE U.S. AGGREGATE BOND ETF464287226301$29,9010.01%
382PHILLIPS 66 COMPSX247$29,4670.01%
383ISHARES MSCI EAFE SMALL-CAP ETF464288273395$28,7090.01%
384KULICKE & SOFFA INDS INC COM501242101820$28,3720.01%
385CAL MAINE FOODS INC COM NEWCALM284$28,2950.01%
386CROWN CASTLE INC COMCCI268$27,5320.01%
387CONSTELLATION ENERGY CORP COMCEG84$27,1120.01%
388CALAMOS CONV OPPORTUNITIES & I SH BEN INT1281171082,575$27,0890.01%
389VALERO ENERGY CORP COMVLO200$26,8840.01%
390PINNACLE WEST CAP CORP COMPNW300$26,8410.01%
391FIDELITY NATIONAL FINANCIAL IN COM SHSFNF469$26,2920.01%
392OMNICOM GROUP INC COMOMC360$25,8980.01%
393VANGUARD REAL ESTATE ETF922908553289$25,7240.01%
394GILEAD SCIENCES INC COMGILD229$25,3890.01%
395BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A52$25,2600.01%
396ISHARES RUSSELL 1000 GROWTH ETF46428761459$25,0500.01%
397KINROSS GOLD CORP COMKGCRF1,600$25,0080.01%
398WINTRUST FINL CORP COM97650W108196$24,3000.01%
399ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ1,290$24,2780.01%
400ANALOG DEVICES INC COMADI100$23,8020.01%
401WEC ENERGY GROUP INC COMWEC225$23,4450.01%
402ISHARES PREFERRED & INCOME SECURITIES ETF464288687760$23,3170.01%
403NEWMONT CORP COMNEMCL400$23,3040.01%
404ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620453$23,3020.01%
405ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619535$23,2990.01%
406GAMING & LEISURE PPTYS INC COM36467J108471$21,9860.01%
407UNITED PARCEL SERVICE INC CL BUPS217$21,9040.01%
408VANGUARD FTSE DEVELOPED MARKETS ETF921943858381$21,7210.01%
409DOW INC COMDOW819$21,6870.01%
410AGNC INVT CORP COM00123Q1042,355$21,6420.01%
411AMERICAN HEALTHCARE REIT INC COM SHSAHR585$21,4930.01%
412CENTERPOINT ENERGY INC COMCNP576$21,1620.01%
413ISHARES FUTURE AI & TECH ETF46435U556514$21,0740.01%
414HECLA MNG CO COM4227041063,500$20,9650.01%
415SEMPRA COMSREA276$20,9130.01%
416CORTEVA INC COMCTVA280$20,8680.01%
417CAPITAL ONE FINL CORP COM14040H10596$20,4250.01%
418VONTIER CORPORATION COMVNT547$20,1840.01%
419SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622205$19,9280.01%
420EXELON CORP COMEXC446$19,3650.01%
421PACER US CASH COWS 100 ETF69374H881347$19,1200.01%
422TESLA INC COMTSLA59$18,7420.01%
423OMEGA HEALTHCARE INVS INC COM681936100500$18,3250.01%
424INDEPENDENCE RLTY TR INC COM45378A106990$17,5150.01%
425ISHARES U.S. MEDICAL DEVICES ETF464288810277$17,3600.01%
426PIONEER HIGH INCOME FUND INC COM72369H1062,115$17,1100.01%
427ISHARES RUSSELL 1000 VALUE ETF46428759887$16,8980.01%
428INGERSOLL RAND INC COMIR200$16,6360.01%
429TECK RESOURCES LTD CL BTCKRF400$16,1520.01%
430BRIGHTSPIRE CAPITAL INC COM CL ABRSP3,009$15,1950.01%
431SUNCOR ENERGY INC NEW COMSU400$14,9800.01%
432INTEL CORP COMINTC654$14,6500.01%
433ISHARES RUSSELL 2000 GROWTH ETF46428764851$14,5790.01%
434VALE S A SPONSORED ADSVALE1,500$14,5650.01%
435BWX TECHNOLOGIES INC COMBWXT100$14,4060.01%
436ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U853384$14,4040.01%
437ISHARES RUSSELL 2000 VALUE ETF46428763091$14,3560.01%
438GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC191$14,1680.01%
439BROOKFIELD CORP CL A LTD VT SH11271J107217$13,4210.01%
440EATON VANCE TAX-MANAGED DIVERS COMETN850$13,1500.01%
441EDISON INTL COM281020107254$13,1060.01%
442PAN AMERN SILVER CORP COM697900108455$12,9220.00%
443TEXAS INSTRS INC COM88250810462$12,8720.00%
444VOYA GLBL EQTY DIV & PREM OPP COM92912T1002,185$12,6730.00%
445WILLIAMS COS INC COM969457100201$12,6250.00%
446SOFI TECHNOLOGIES INC COMSOFI681$12,4010.00%
447VANGUARD FTSE EUROPE ETF922042874158$12,2450.00%
448AMERICAN WTR WKS CO INC NEW COM03042010388$12,2420.00%
449AES CORP COMAES1,152$12,1190.00%
450GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673275$11,9850.00%
451CLEAN ENERGY FUELS CORP COMCLNE6,131$11,9550.00%
452MANULIFE FINL CORP COM56501R106372$11,8890.00%
453GOLD FIELDS LTD SPONSORED ADRGFIOF500$11,8350.00%
454MAGNA INTL INC COM559222401301$11,6220.00%
455FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280857$11,2420.00%
456ISHARES GLOBAL COMM SERVICES ETF464287275100$11,2320.00%
457SPDR S&P INTERNATIONAL DIVIDEND ETF78463X772260$10,9590.00%
458FIRSTENERGY CORP COMFE272$10,9510.00%
459SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359130$10,7460.00%
460VENTAS INC COMVTR168$10,6090.00%
461GLOBAL X COPPER MINERS ETF37954Y830234$10,5300.00%
462TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80340$10,1290.00%
463ROCKWELL AUTOMATION INC COMROK30$9,9650.00%
464GUGGENHEIM STRATEGIC OPPORTUN COM SBIGOF659$9,8130.00%
465ASML HOLDING N V N Y REGISTRY SHSASMLF12$9,6170.00%
466INTERNATIONAL PAPER CO COM460146103200$9,3660.00%
467HUNTINGTON INGALLS INDS INC COM44641310638$9,1750.00%
468SPROTT GOLD MINERS ETFSII200$9,0480.00%
469PG&E CORP COMPCG-PX647$9,0190.00%
470AVINO SILVER & GOLD MINES LTD COMASM2,500$9,0000.00%
471ALLIANT ENERGY CORP COMLNT147$8,8890.00%
472UNITIL CORP COMUTL168$8,7610.00%
473SIRIUSXM HOLDINGS INC COMMON STOCK829933100370$8,4990.00%
474CLEARSIDE BIOMEDICAL INC COMCLSDQ10,000$8,0000.00%
475OCCIDENTAL PETE CORP COM674599105183$7,7000.00%
476ARBOR REALTY TRUST INC COMABR-PF709$7,5860.00%
477VANGUARD MID-CAP ETF92290862927$7,5550.00%
478SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD ANSII250$7,5250.00%
479NUVEEN PFD & INCOME OPPORTUNIT COMNU929$7,4510.00%
480EVERGY INC COMEVRG107$7,3760.00%
481ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G243289$7,2740.00%
482OGE ENERGY CORP COMOGE163$7,2340.00%
483CME GROUP INC COMCME26$7,1660.00%
484SOUTH BOW CORP COMSOBO274$7,0990.00%
485SUN CMNTYS INC COM86667410455$6,9570.00%
486ISHARES US FINANCIAL SERVICES ETF46428777081$6,9340.00%
487CLEVELAND-CLIFFS INC NEW COMCLF910$6,9160.00%
488PEAKSTONE REALTY TRUST COMMON SHARESPKST523$6,9090.00%
489DEFIANCE QUANTUM ETF26922A42075$6,8860.00%
490UNUM GROUP COMUNMA85$6,8650.00%
491ANGLOGOLD ASHANTI PLC COM SHSAU150$6,8360.00%
492MPLX LP COM UNIT REP LTDMPLXP130$6,6960.00%
493SCHWAB U.S. LARGE-CAP GROWTH ETF808524300226$6,5930.00%
494SANDSTORM GOLD LTD COM NEW80013R206700$6,5800.00%
495ULTA BEAUTY INC COMULTA14$6,5490.00%
496INTUITIVE SURGICAL INC COM NEWISRG12$6,5210.00%
497MP MATERIALS CORP COM CL AMP196$6,5210.00%
498AMENTUM HOLDINGS INC COMAMTM271$6,3980.00%
499HESS MIDSTREAM LP CL A SHSHESM165$6,3540.00%
500MONDELEZ INTL INC CL A60920710594$6,3390.00%