Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2025 · Filed February 13, 2026 · Accession 0002023375-26-000001

Total Value
$311.9M
Positions
689
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854218,868$17.6M5.64%
2ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK190,549$11.6M3.72%
3ISHARES S&P 500 VALUE ETF46428740846,861$9.9M3.19%
4ISHARES S&P 500 GROWTH ETF46428730978,703$9.7M3.12%
5ISHARES MSCI EAFE VALUE ETF464288877114,855$8.2M2.64%
6ISHARES CORE S&P 500 ETF46428720011,507$7.9M2.53%
7ISHARES CORE MSCI EMERGING MARKETS ETF46434G103110,364$7.4M2.38%
8INVESCO S&P 500 TOP 50 ETFIVZ121,694$7.2M2.32%
9ISHARES U.S. THEMATIC ROTATION ACTIVE ETFBLK127,781$4.9M1.58%
10ISHARES MSCI USA QUALITY FACTOR ETF46432F33924,486$4.9M1.56%
11ISHARES A.I. INNOVATION AND TECH ACTIVE ETFBLK120,373$4.0M1.29%
12COCA COLA CO COMKO55,617$3.9M1.25%
13WALMART INC COMWMT33,242$3.7M1.19%
14MICROSOFT CORP COMMSFT7,361$3.6M1.14%
15INVESCO S&P 500 MOMENTUM ETFIVZ29,263$3.5M1.12%
16CATERPILLAR INC COMCAT5,818$3.3M1.07%
17PROCTER & GAMBLE CO COM74271810920,947$3.0M0.96%
18AMAZON COM INC COMAMZN12,835$3.0M0.95%
19JOHNSON & JOHNSON COMJNJ14,194$2.9M0.94%
20AVANTIS EMERGING MARKETS EQUITY ETF02507260437,102$2.9M0.92%
21JPMORGAN CHASE & CO COMVYLD8,729$2.8M0.90%
22APPLE INC COMAAPL10,227$2.8M0.89%
23ISHARES NATIONAL MUNI BOND ETF46428841424,931$2.7M0.86%
24INTERNATIONAL BUSINESS MACHS COMINTR8,700$2.6M0.83%
25CHEVRON CORPORATION COMCVX16,761$2.6M0.82%
26GOLDMAN SACHS GROUP INC COMGSCE2,848$2.5M0.80%
27VISA INC COM CL AV7,078$2.5M0.80%
28AMGEN INC COMAMGN7,539$2.5M0.79%
293M CO COMMMM15,362$2.5M0.79%
30SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1094,930$2.4M0.76%
31SCHWAB US AGGREGATE BOND ETF808524839100,623$2.4M0.76%
32MCDONALDS CORP COMMCD7,610$2.3M0.75%
33MERCK & CO INC COMMRK22,083$2.3M0.75%
34NVIDIA CORPORATION COMNVDA12,410$2.3M0.74%
35AMERICAN EXPRESS CO COMAXP6,251$2.3M0.74%
36DISNEY WALT CO COM25468710618,632$2.1M0.68%
37HOME DEPOT INC COMHD6,160$2.1M0.68%
38HONEYWELL INTL INC COM43851610610,398$2.0M0.65%
39SHERWIN WILLIAMS CO COMSHW6,189$2.0M0.64%
40CISCO SYS INC COMCSCO25,750$2.0M0.64%
41VERIZON COMMUNICATIONS INC COMVZ48,217$2.0M0.63%
42BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF09789C81240,480$1.9M0.60%
43ALPHABET INC CAP STK CL AGOOG5,946$1.9M0.60%
44GLOBAL X DEFENSE TECH ETF37960A52928,043$1.8M0.58%
45ISHARES CORE TOTAL USD BOND MARKET ETF46434V61338,821$1.8M0.58%
46BOEING CO COMBA-PA7,971$1.7M0.56%
47TRAVELERS COMPANIES INC COMTRV5,946$1.7M0.55%
48SALESFORCE INC COMCRM6,443$1.7M0.55%
49UNITEDHEALTH GROUP INC COMUNH4,998$1.6M0.53%
50ISHARES MBS ETF46428858816,528$1.6M0.51%
51NIKE INC CL BNKE24,555$1.6M0.50%
52ISHARES MSCI EAFE GROWTH ETF46428888513,559$1.5M0.50%
53VANGUARD SMALL-CAP GROWTH ETF922908595392,425$1.5M0.47%
54ISHARES U.S. AEROSPACE & DEFENSE ETF4642887606,677$1.4M0.46%
55SPDR GOLD SHARESGLD3,520$1.4M0.45%
56ISHARES S&P 100 ETF4642871014,049$1.4M0.45%
57STATE STREET SPDR S&P 500 ETFSPY262,233$1.1M0.36%
58ISHARES FLEXIBLE INCOME ACTIVE ETFBLK21,216$1.1M0.36%
59INVESCO QQQ TRUST SERIES IIVZ1,771$1.1M0.35%
60ROLLINS INC COMROL17,873$1.1M0.34%
61MSCI INC COMMSCI1,830$1.0M0.34%
62CASEYS GEN STORES INC COM1475281031,876$1.0M0.33%
63ISHARES MSCI USA MIN VOL FACTOR ETF46429B69710,458$984,7460.32%
64INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,110$978,8720.31%
65ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67219,440$972,1870.31%
66ISHARES MSCI EAFE ETF4642874659,958$956,2670.31%
67NEXTERA ENERGY INC COMNEE-PW11,872$953,0850.31%
68ELI LILLY & CO COMLLY883$949,0440.31%
69COSTCO WHOLESALE CORPORATION COM22160K1051,100$948,7600.30%
70META PLATFORMS INC CL AMETA1,423$939,1430.30%
71AUTOMATIC DATA PROCESSING INC COMADP3,608$928,1750.30%
72ISHARES U.S. TECHNOLOGY ETF4642877214,633$925,1260.30%
73STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY1,513$912,7630.29%
74PEPSICO INC COMPEP6,359$912,6160.29%
75ISHARES SILVER TRUSTSLV13,013$838,2970.27%
76SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW9,704$828,4000.27%
77PALANTIR TECHNOLOGIES INC CL APLTR4,642$825,1980.27%
78TESLA INC COMTSLA1,737$781,2380.25%
79ABBVIE INC COMABBV3,362$768,1650.25%
80BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$754,8000.24%
81ISHARES RUSSELL 2000 ETF4642876553,047$750,0500.24%
82MCCORMICK & CO INC COM NON VTGMKC-V10,499$715,1090.23%
83ISHARES CORE U.S. AGGREGATE BOND ETF46428722683,315$706,6190.23%
84CHURCH & DWIGHT CO INC COMCHD8,274$693,7490.22%
85ISHARES U.S. REAL ESTATE ETF4642877397,314$686,7350.22%
86SMUCKER J M CO COM NEW8326964057,015$686,1810.22%
87HENRY JACK & ASSOC INC COM4262811013,754$684,9620.22%
88CHECK POINT SOFTWARE TECH LTD ORDM224651043,685$683,7270.22%
89ISHARES CORE S&P MID-CAP ETF46428750710,036$662,3990.21%
90QUANTA SVCS INC COM74762E1021,546$652,5550.21%
91ISHARES 10-20 YEAR TREASURY BOND ETF4642886536,395$650,1850.21%
92PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF74347B6989,738$643,4700.21%
93ISHARES PREFERRED & INCOME SECURITIES ETF46428868720,727$641,6930.21%
94MONSTER BEVERAGE CORP NEW COMMNST8,311$637,2070.20%
95STARBUCKS CORP COMSBUX7,538$634,7420.20%
96CENCORA INC COMCOR1,853$625,7870.20%
97ULTA BEAUTY INC COMULTA1,024$619,5230.20%
98ORACLE CORP COMORCL-PD3,154$614,7840.20%
99THERMO FISHER SCIENTIFIC INC COMTMO1,056$611,6820.20%
100INVESCO NASDAQ 100 ETFIVZ2,415$610,8020.20%
101EXXON MOBIL CORP COMXOM5,059$608,8350.20%
102ALBEMARLE CORP COMALB-PA4,298$607,8960.20%
103MICRON TECHNOLOGY INC COMMU2,121$605,2280.19%
104INTERCONTINENTAL EXCHANGE INC COM45866F1043,709$600,6600.19%
105ADOBE INC COMADBE1,710$598,3780.19%
106INTUIT COMINTU898$595,1760.19%
107ECOLAB INC COMECL2,251$590,8160.19%
108TRACTOR SUPPLY CO COMTSCO11,679$584,0700.19%
109ABBOTT LABS COMABLZF4,656$583,3270.19%
110VANGUARD SMALL-CAP ETF9229087512,253$581,1610.19%
111DEERE & CO COMDE1,238$576,1800.19%
112BANK AMERICA CORP COM06050510410,350$569,2750.18%
113ILLINOIS TOOL WKS INC COM4523081092,299$566,2160.18%
114STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8479,673$560,1370.18%
115WW GRAINGER INC COM384802104553$558,1750.18%
116ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETFBLK7,488$554,7930.18%
117METTLER TOLEDO INTERNATIONAL COMMTD397$553,8200.18%
118CONSTELLATION BRANDS INC CL ASTZ3,997$551,4630.18%
119STRYKER CORPORATION COMSYK1,538$540,4540.17%
120FASTENAL CO COMFAST13,430$538,9560.17%
121LAM RESEARCH CORP COM NEWLRCX3,134$536,5410.17%
122ADVANCED MICRO DEVICES INC COMAMD2,505$536,4980.17%
123AUTOZONE INC COMAZO158$534,5550.17%
124GENERAL DYNAMICS CORP COMGD1,579$531,5320.17%
125VANGUARD DIVIDEND APPRECIATION ETF9219088442,413$530,3820.17%
126BOSTON SCIENTIFIC CORP COMBSX5,519$526,2670.17%
127PROLOGIS INC. COMPLDGP3,967$506,4800.16%
128COMCAST CORP NEW CL ACCZ16,889$504,8130.16%
129HUNTINGTON INGALLS INDS INC COM4464131061,470$499,8670.16%
130COLGATE PALMOLIVE CO COMCL6,215$491,1070.16%
131NOVO-NORDISK A S ADRNONOF9,637$490,3290.16%
132GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC5,976$490,1420.16%
133WP CAREY INC COM92936U1097,572$487,3150.16%
134RTX CORPORATION COMRTX2,633$482,8290.16%
135C H ROBINSON WORLDWIDE INC COM NEWCHRW2,998$481,9960.15%
136ARCOSA INC COMACA4,517$480,2660.15%
137LINDE PLC SHSLIN1,119$477,1240.15%
138ISHARES ESG AWARE MSCI USA ETF46435G4253,179$473,6070.15%
139CELANESE CORP DEL COMCE10,987$464,5510.15%
140BROOKFIELD INFRASTRUCTURE PART LP INT UNITG1625210113,316$462,6070.15%
141HCA HEALTHCARE INC COMHCA989$461,7100.15%
142CBRE GROUP INC CL ACBRE2,846$457,6690.15%
143CARDINAL HEALTH INC COMCAH2,220$456,2420.15%
144BROADRIDGE FINL SOLUTIONS INC COM11133T1032,043$455,8310.15%
145SOLVENTUM CORP COM SHSSOLV5,621$445,4390.14%
146LOWES COS INC COM5486611071,834$442,3090.14%
147GLOBE LIFE INC COMGL-PD3,149$440,4740.14%
148MPLX LP COM UNIT REP LTDMPLXP8,207$438,0280.14%
149CACI INTL INC CL A127190304821$437,5530.14%
150SHOPIFY INC CL A SUB VTG SHSSHOP2,716$437,1950.14%
151DESCARTES SYS GROUP INC COM2499061084,938$432,8370.14%
152PAYCHEX INC COMPAYX3,837$430,3790.14%
153ISHARES HIGH YIELD MUNI ACTIVE ETFBLK8,831$429,9030.14%
154ARCHER DANIELS MIDLAND CO COMADM7,389$424,7780.14%
155EXPEDITORS INTL WASH INC COM3021301092,850$424,7030.14%
156VIRTU FINL INC CL A92825410112,573$418,9490.13%
157ISHARES U.S. TREASURY BOND ETF46429B26718,144$417,7630.13%
158CINCINNATI FINL CORP COM1720621012,530$413,1540.13%
159EMERSON ELEC CO COMEMR3,069$407,3210.13%
160DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF25460E30713,755$406,8850.13%
161CHUBB LIMITED COMCB1,297$404,7080.13%
162BLOCK INC CL ABSQKZ6,172$401,7580.13%
163AXON ENTERPRISE INC COMAXON704$399,9530.13%
164MEDTRONIC PLC SHSMDT4,156$399,2210.13%
165NUCOR CORP COMNUE2,441$398,0780.13%
166DOVER CORP COMDOV2,039$398,0270.13%
167ROPER TECHNOLOGIES INC COMROP894$397,9680.13%
168BECTON DICKINSON & CO COMBDX2,046$396,9900.13%
169ISHARES SYSTEMATIC BOND ETF46435U7964,400$394,9180.13%
170COPART INC COMCPRT10,057$393,7460.13%
171ISHARES GOLD TRUSTIAU4,844$393,1480.13%
172ATMOS ENERGY CORP COMATO2,343$392,7380.13%
173CHENIERE ENERGY INC COM NEWLNG2,014$391,4270.13%
174AFLAC INC COMAFL3,531$389,3180.13%
175UBER TECHNOLOGIES INC COMUBER4,760$388,9780.13%
176VANGUARD TOTAL STOCK MARKET ETF922908769281,804$385,9700.12%
177GLOBAL X URANIUM ETF37954Y8719,025$385,6380.12%
178STATE STREET SPDR S&P DIVIDEND ETF78464A7632,757$383,6640.12%
179COMFORT SYS USA INC COM199908104410$382,6490.12%
180CONSOLIDATED EDISON INC COMED3,844$381,7440.12%
181APPLOVIN CORP COM CL AAPP562$378,6870.12%
182PENTAIR PLC SHSPNR3,548$369,4490.12%
183VANGUARD S&P 500 ETF922908363586$367,5310.12%
184ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882813,804$366,2790.12%
185BLUEROCK PVT REAL ESTATE FD COM09631P10224,064$360,9600.12%
186SEA LTD SPONSORD ADSSE2,829$360,8870.12%
187ISHARES ESG MSCI KLD 400 ETF4642885702,784$358,6630.12%
188EVERSOURCE ENERGY COMES5,313$357,7240.11%
189AT&T INC COMT-PC14,346$356,3470.11%
190REALTY INCOME CORP COMO6,321$356,3280.11%
191QUALCOMM INC COMQCOM2,072$354,4540.11%
192ISHARES CORE HIGH DIVIDEND ETF46429B6632,904$353,1550.11%
193S&P GLOBAL INC COMSPGI673$351,6460.11%
194AIR PRODUCTS AND CHEMICALS INC COMAIIR1,421$350,9920.11%
195FRANKLIN RESOURCES INC COMBEN14,578$348,2710.11%
196INVESCO S&P 500 LOW VOLATILITY ETFIVZ4,876$348,2440.11%
197CITIGROUP INC COM NEWC-PR2,966$346,0720.11%
198SIMON PPTY GROUP INC NEW COM8288061091,834$339,5780.11%
199WEST PHARMACEUTICAL SVSC INC COM9553061051,221$335,8760.11%
200CINTAS CORP COMCTAS1,767$332,4050.11%
201ESSEX PPTY TR INC COM2971781051,266$331,2840.11%
202AGNICO EAGLE MINES LTD COMAEM1,954$331,2620.11%
203NORDSON CORP COMNDSN1,356$326,0500.10%
204AGREE RLTY CORP COM0084921004,490$323,4370.10%
205ISHARES CONVERTIBLE BOND ETF46435G1023,269$321,9720.10%
206VANGUARD GROWTH ETF922908736653$318,3340.10%
207FEDERAL RLTY INVT TR NEW SH BEN INT NEW3137451013,129$315,4010.10%
208ISHARES S&P MID-CAP 400 VALUE ETF4642877052,386$313,9740.10%
209PPG INDS INC COM6935061073,056$313,1290.10%
210TARGET CORP COMTGT3,199$312,7370.10%
211HOWMET AEROSPACE INC COMHWM1,519$311,4250.10%
212STANLEY BLACK & DECKER INC COMSWK4,160$308,9770.10%
213AMCOR PLC COM NEWAMCCF36,995$308,5370.10%
214SMITH A O CORP COMAOS4,555$304,6510.10%
215BROWN FORMAN CORP CL BBF-B11,634$303,1850.10%
216GALLAGHER ARTHUR J & CO COM3635761091,167$302,0080.10%
217PRICE T ROWE GROUP INC COMTROW2,944$301,3900.10%
218INTELLIA THERAPEUTICS INC COMNTLA33,315$299,4990.10%
219SYSCO CORP COMSYY4,021$296,3120.10%
220GLOBAL X MSCI ARGENTINA ETF37950E2593,222$294,5670.09%
221EMCOR GROUP INC COMEME469$286,9300.09%
222CLOROX CO DEL COMCLX2,829$285,2680.09%
223GENUINE PARTS CO COMGPC2,295$282,1690.09%
224ERIE INDTY CO CL A29530P102975$279,4060.09%
225KIMBERLY-CLARK CORP COMKMB2,759$278,3580.09%
226KENVUE INC COMKVUE16,133$278,2940.09%
227ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,434$276,7940.09%
228HORMEL FOODS CORP COMHRL11,658$276,2840.09%
229CARPENTER TECHNOLOGY CORP COMCRS877$276,1150.09%
230BROWN & BROWN INC COMBRO3,410$271,7940.09%
231VERTIV HOLDINGS CO COM CL AVRT1,646$266,6680.09%
232VANGUARD VALUE ETF9229087441,396$266,6280.09%
233ISHARES RUSSELL MID-CAP GROWTH ETF4642874811,939$265,5900.09%
234ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,859$262,4160.08%
235WELLS FARGO & CO COM9497461012,777$258,8300.08%
236ROYAL CARIBBEAN GROUP COMV7780T103926$258,2800.08%
237ISHARES ESG ADVANCED MSCI USA ETF46436E7674,468$257,2670.08%
238TARGA RES CORP COMTRGP1,343$247,7840.08%
239FACTSET RESH SYS INC COM303075105853$247,4910.08%
240QUEST DIAGNOSTICS INC COMDGX1,393$241,7270.08%
241IDEXX LABS INC COM45168D104355$240,1680.08%
242ISHARES MSCI UNITED KINGDOM ETF46435G3345,448$239,5920.08%
243VANGUARD RUSSELL 1000 VALUE ETF92206C7142,570$237,2110.08%
244TJX COS INC NEW COM8725401091,534$235,6380.08%
245OREILLY AUTOMOTIVE INC COM67103H1072,580$235,3220.08%
246VANGUARD MID-CAP VALUE ETF9229085121,322$234,4830.08%
247RESMED INC COMRSMDF928$223,5270.07%
248VANGUARD MID-CAP GROWTH ETF922908538794$221,6370.07%
249CMS ENERGY CORP COMCMS-PC3,162$221,1190.07%
250CUMMINS INC COMCMI421$214,8990.07%
251ISHARES ESG AWARE MSCI EM ETF46434G8634,839$213,7390.07%
252WASTE MGMT INC DEL COM94106L109967$212,4600.07%
253EXELIXIS INC COMEXEL4,831$211,7430.07%
254AMERICAN ELEC PWR CO INC COM0255371011,818$209,6340.07%
255DOW HLDGS INC COMDOW8,948$209,2000.07%
256DONALDSON INC COMDCI2,300$203,9180.07%
257ISHARES U.S. REGIONAL BANKS ETF4642887783,692$203,6210.07%
258ISHARES CORE S&P SMALL CAP ETF4642878041,675$201,2920.06%
259MASTERCARD INCORPORATED CL AMA350$199,6850.06%
260NETFLIX INC. COMNFLX2,104$197,2710.06%
261NORFOLK SOUTHN CORP COM655844108673$194,3090.06%
262ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,245$193,6310.06%
263EATON CORP PLC SHSETN607$193,3360.06%
264VANGUARD RUSSELL 1000 GROWTH ETF92206C6801,578$192,1220.06%
265ARGENX SE SPONSORED ADRARGX223$187,5320.06%
266ALLSTATE CORP COMALL-PJ895$186,2940.06%
267PFIZER INC COMPFE7,478$186,2020.06%
268GUIDEWIRE SOFTWARE INC COMGWRE925$185,9340.06%
269WATERS CORP COM941848103482$183,0780.06%
270APTARGROUP INC COMATR1,499$182,8180.06%
271ISHARES CORE MSCI EAFE ETF46432F8422,021$180,7990.06%
272VAIL RESORTS INC COMMTN1,359$180,4170.06%
273GE AEROSPACE COM NEW369604301571$175,7800.06%
274THE CAMPBELLS COMPANY COMCPB6,122$170,6200.05%
275WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT4,290$167,3960.05%
276DIGITALOCEAN HLDGS INC COMDOCN3,453$166,1580.05%
277GE VERNOVA INC COMGEV249$162,7600.05%
278VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768156,567$161,6290.05%
279ISHARES ESG AWARE MSCI USA VALUE ETF46436E2214,997$160,1040.05%
280UNILEVER PLC SPON ADR NEWUNLYF2,444$159,8380.05%
281BLACKROCK INC COMBLK146$156,2700.05%
282FEDEX CORP COMFDX540$156,0360.05%
283ISHARES 20 YEAR TREASURY BOND ETF4642874321,774$154,6480.05%
284HENRY SCHEIN INC COMHSIC2,034$153,7300.05%
285VANGUARD TOTAL BOND MARKET ETF921937835152,652$152,6520.05%
286INTEL CORP COMINTC4,001$147,6220.05%
287REGENERON PHARMACEUTICALS COMREGN190$147,0060.05%
288ONEOK INC NEW COMOKE2,000$147,0000.05%
289AIRBNB INC COM CL AABNB1,074$145,7630.05%
290ACTINIUM PHARMACEUTICALS INC COMATNM107,131$145,6980.05%
291FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1063,120$143,7700.05%
292PNC FINL SVCS GROUP INC COM693475105686$143,1890.05%
293STEEL DYNAMICS INC COMSTLD843$142,9280.05%
294ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,440$139,5070.04%
295COHEN & STEERS INFRASTRUCTURE COM19248A1095,775$139,2350.04%
296UNION PAC CORP COMUNP600$138,7920.04%
297GENERAL MTRS CO COM37045V1001,696$137,9050.04%
298CANADIAN NATL RY CO COM1363751021,378$136,2150.04%
299METLIFE INC COMMET-PF1,697$133,9790.04%
300KINROSS GOLD CORP COMKGCRF4,678$131,7320.04%
301SOUTHERN CO COMSOMN1,510$131,6720.04%
302PRUDENTIAL FINL INC COMPUKPF1,148$129,5860.04%
303ENTERPRISE PRODS PARTNERS L P COM2937921074,012$128,6250.04%
304BRISTOL-MYERS SQUIBB CO COMCELG-RI2,355$127,0290.04%
305CONOCOPHILLIPS COMCOP1,279$119,7270.04%
306MP MATERIALS CORP COM CL AMP2,362$119,3030.04%
307MARATHON PETE CORP COMMARA717$116,6060.04%
308ISHARES SELECT DIVIDEND ETF464287168823$116,1580.04%
309EXELON CORP COMEXC2,632$114,7290.04%
310ISHARES BITCOIN TRUST ETFIBIT2,310$114,6920.04%
311ISHARES MSCI WORLD ETF464286392617$114,6200.04%
312INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ1,833$114,3200.04%
313PHILIP MORRIS INTL INC COM718172109690$110,6760.04%
314FIFTH THIRD BANCORP COMFITBM2,352$110,0970.04%
315ISHARES ESG AWARE MSCI EAFE ETF46435G5161,156$109,9240.04%
316SPOTIFY TECHNOLOGY S A SHSSPOT189$109,7540.04%
317CROWDSTRIKE HLDGS INC CL ACRWD232$108,7520.03%
318CARRIER GLOBAL CORPORATION COMCARR2,050$108,3220.03%
319LOCKHEED MARTIN CORP COMLMT222$107,1600.03%
320PAYONEER GLOBAL INC COMPAYO18,864$106,0160.03%
321PARKER-HANNIFIN CORP COMPH119$104,5960.03%
322OLD DOMINION FREIGHT LINE INC COMODFL653$102,4280.03%
323CGI INC CL A SUB VTGGIB1,098$101,3450.03%
324DAVITA INC COMDVA880$99,9770.03%
325CHEMED CORP NEW COMCHE233$99,6910.03%
326FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO15,821$99,6720.03%
327SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE356$98,0390.03%
328ALAMOS GOLD INC COM CL AAGI2,533$97,7230.03%
329NUTANIX INC CL ANTNX1,854$95,8070.03%
330PUBLIC STORAGE OPER CO COMPSA-PS360$93,4200.03%
331VANGUARD SMALL CAP VALUE ETF922908611439$93,0650.03%
332DOXIMITY INC CL ADOCS2,093$92,6780.03%
333ELBIT SYS LTD ORDESLT160$92,4340.03%
334GENERAC HLDGS INC COMGNRC675$92,0500.03%
335CION INVT CORP COM17259U2049,500$91,8650.03%
336AMERICAN TOWER CORP COM03027X100517$90,7700.03%
337FS KKR CAP CORP COMFSK6,086$90,1400.03%
338ALTRIA GROUP INC COMMO1,561$90,0070.03%
339HEWLETT PACKARD ENTERPRISE CO COMHPE-PC3,742$89,8830.03%
340OTIS WORLDWIDE CORP COMOTIS1,025$89,5340.03%
341GENTEX CORP COMGNTX3,683$85,7030.03%
342AMER SPORTS INC COM SHSAS2,286$85,3820.03%
343ISHARES CORE DIVIDEND GROWTH ETF46434V6211,217$84,4840.03%
344FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171091,900$84,2460.03%
345CITIZENS FINL GROUP INC COMCIA1,416$82,7090.03%
346US BANCORP COM NEWUSB-PS1,520$81,1070.03%
347ACCENTURE PLC IRELAND SHS CLASS AACN297$79,6850.03%
348VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF92647N7821,078$79,6040.03%
349CELESTICA INC COMCLS263$77,7450.02%
350KROGER CO COMKR1,240$77,4750.02%
351ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETFBLK1,417$77,4530.02%
352TERADYNE INC COMTER400$77,4240.02%
353TIMKEN CO COMTKR909$76,4740.02%
354STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409700$74,6900.02%
355EATON VANCE TAX-MANAGED GLOBAL COMETN7,800$74,3340.02%
356EMBRAER S.A. SPONSORED ADSEMBJ1,142$73,5110.02%
357BROADCOM INC COMAVGO210$72,6810.02%
358TC ENERGY CORP COMTRPRF1,313$72,2280.02%
359CSX CORP COMCSX1,989$72,1010.02%
360DTE ENERGY CO COMDTK553$71,3260.02%
361ISHARES 3-7 YEAR TREASURY BOND ETF464288661588$70,1940.02%
362ROBINHOOD MKTS INC COM CL A770700102614$69,4430.02%
363HECLA MNG CO COM4227041063,500$67,1650.02%
364ISHARES TIPS BOND ETF464287176601$66,0670.02%
365INTERDIGITAL INC COMIDCC205$65,2680.02%
366GLOBAL NET LEASE INC COM NEWGNL-PE7,513$64,6120.02%
367DUKE ENERGY CORP NEW COM NEWDUKB547$64,1140.02%
368VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406432$62,0010.02%
369BLOOM ENERGY CORP COM CL ABE702$60,9970.02%
370WHEATON PRECIOUS METALS CORP COMWPM515$60,5230.02%
371ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8532,419$60,2200.02%
372SCHWAB CHARLES CORP COMSCHW-PJ601$60,0460.02%
373ISHARES 0-5 YEAR TIPS BOND ETF46429B747578$59,2170.02%
374ENTERGY CORP NEW COMENO624$57,6760.02%
375ENERSYS COMENS390$57,2330.02%
376STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF78464A201605$56,9400.02%
377CRH PLC ORDCRH451$56,2850.02%
378CANADIAN PACIFIC KANSAS CITY COMCP750$55,2230.02%
379GRAHAM HLDGS CO COM CL BGHM50$54,9300.02%
380KINDER MORGAN INC DEL COMEP-PC1,981$54,4580.02%
381PUBLIC SVC ENTERPRISE GRP INC COM744573106677$54,3630.02%
382ISHARES FUTURE AI & TECH ETF46435U5561,117$53,8170.02%
383BANK NEW YORK MELLON CORP COM064058100450$52,2410.02%
384DIGITAL RLTY TR INC COM253868103335$51,8280.02%
385HASBRO INC COMHAS620$50,8400.02%
386COMERICA INC COM200340107580$50,4190.02%
387HUNTINGTON BANCSHARES INC COMHBANP2,900$50,3150.02%
388DT MIDSTREAM INC COMMON STOCKDTM417$49,9070.02%
389FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG216$48,0880.02%
390RIO TINTO PLC SPONSORED ADRRTNTF600$48,0180.02%
391HEALTHPEAK PROPERTIES INC COMDOC2,971$47,7740.02%
392BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A95$47,7520.02%
393BP PLC SPONSORED ADRBPPFF1,340$46,5380.01%
394ENBRIDGE INC COMENNPF943$45,1040.01%
395FRANKLIN BSP RLTY TR INC COMMON STOCK35243J1014,443$44,5630.01%
396COHU INC COMCOHU1,908$44,3990.01%
397BLACK HILLS CORP COMBKH634$44,0120.01%
398ISHARES MSCI EMERGING MARKETS ETF464287234796$43,5280.01%
399HP INC COMHPQ1,924$42,8670.01%
400THE CIGNA GROUP COM125523100155$42,6610.01%
401LAMAR ADVERTISING CO CL ALAMR335$42,4040.01%
402DICKS SPORTING GOODS INC COM253393102213$42,1680.01%
403NISOURCE INC COMNI999$41,7180.01%
404KIMCO REALTY CORP COM49446R1092,026$41,0670.01%
405TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100134$40,7210.01%
406NEWMONT CORP COMNEMCL400$39,9400.01%
407SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A5161,749$39,4140.01%
408TRUIST FINL CORP COM89832Q109798$39,2700.01%
409KULICKE & SOFFA INDS INC COM501242101847$38,5890.01%
410ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549798$38,1840.01%
411GREENBRIER COS INC COM393657101804$37,5790.01%
412ISHARES ESG AWARE USD CORPORATE BOND ETF46435G1931,588$37,1350.01%
413CLEARWAY ENERGY INC CL CCWEN-A1,100$36,5860.01%
414FORD MTR CO COM3453708602,778$36,4470.01%
415L3HARRIS TECHNOLOGIES INC COMLHX123$36,1090.01%
416DANAHER CORPORATION COM235851102156$35,7120.01%
417CANADIAN NAT RES LTD COM1363851011,041$35,2380.01%
418OVINTIV INC COMOVV896$35,1140.01%
419DEFIANCE QUANTUM ETF26922A420320$35,0910.01%
420STATE STREET SPDR DOW JONES REIT ETF78464A607354$34,7730.01%
421MANHATTAN BRDG CAP INC COM56280310634,674$34,6740.01%
422ISHARES RUSSELL MID-CAP VALUE ETF464287473244$34,4830.01%
423MERITAGE HOMES CORP COMMTH516$33,9530.01%
424JACOBS SOLUTIONS INC COMJ256$33,9100.01%
425WENDYS CO COM95058W1003,954$32,9370.01%
426OMNICOM GROUP INC COMOMC399$32,2190.01%
427MOSAIC CO NEW COMMOS1,337$32,2080.01%
428PHILLIPS 66 COMPSX247$31,8730.01%
429ZIMMER BIOMET HOLDINGS INC COMZBH346$31,1120.01%
430ISHARES MSCI EAFE SMALL-CAP ETF464288273395$30,6240.01%
431BARRICK MNG CORP COM SHS06849F108700$30,4850.01%
432EOG RES INC COMEOG285$29,9280.01%
433CONSTELLATION ENERGY CORP COMCEG84$29,6750.01%
434NETAPP INC COMNTAP276$29,5570.01%
435PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031051,643$29,5080.01%
436FORTUNE BRANDS INNOVATIONS INC COMFBIN588$29,4120.01%
437SOLSTICE ADVANCED MATLS INC COM SHS83443Q103595$28,9280.01%
438ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ1,290$28,8440.01%
439PAN AMERN SILVER CORP COM697900108555$28,7550.01%
440GOLD FIELDS LTD SPONSORED ADRGFIOF650$28,3790.01%
441ISHARES U.S. TELECOMMUNICATIONS ETF464287713837$28,3710.01%
442ITERUM THERAPEUTICS PLC SHS NEWITRMF84,630$28,3510.01%
443ISHARES RUSSELL 1000 GROWTH ETF46428761459$27,9250.01%
444LYFT INC CL A COMLYFT1,440$27,8930.01%
445AMERICAN HEALTHCARE REIT INC COM SHSAHR585$27,5300.01%
446ROYAL GOLD INC COMRGLD123$27,3420.01%
447ANALOG DEVICES INC COMADI100$27,1200.01%
448VANGUARD REAL ESTATE ETF922908553306$27,0460.01%
449CALAMOS CONV OPPORTUNITIES & I SH BEN INT1281171082,575$26,9860.01%
450DOMINION ENERGY INC COMD460$26,9510.01%
451DUPONT DE NEMOURS INC COMDD664$26,6930.01%
452PINNACLE WEST CAP CORP COMPNW300$26,6100.01%
453GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632521$26,4980.01%
454CORNING INC COMGLW300$26,2680.01%
455SEMPRA COMSREA287$25,3390.01%
456AGNC INVT CORP COM00123Q1042,355$25,2460.01%
457ALPHABET INC CAP STK CL CGOOG79$24,6660.01%
458VANGUARD FTSE DEVELOPED MARKETS ETF921943858381$23,8010.01%
459WEC ENERGY GROUP INC COMWEC225$23,7290.01%
460ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF46436E619535$23,4920.01%
461ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620453$23,4520.01%
462CROWN CASTLE INC COMCCI263$23,3730.01%
463CAPITAL ONE FINL CORP COM14040H10596$23,2670.01%
464GABELLI EQUITY TR INC COMGAB-PK3,600$22,2120.01%
465OMEGA HEALTHCARE INVS INC COM681936100500$22,1700.01%
466VISTRA CORP COMVST135$21,7800.01%
467GILEAD SCIENCES INC COMGILD177$21,7250.01%
468UNITED PARCEL SVCS INC CL BUPS218$21,6230.01%
469STATE STREET SPDR S&P METALS & MINING ETF78464A755206$21,3440.01%
470GLOBAL X SILVER MINERS ETF37954Y848253$21,1310.01%
471WINTRUST FINL CORP COM97650W108150$20,9730.01%
472STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622214$20,8320.01%
473VONTIER CORPORATION COMVNT547$20,3370.01%
474FIDELITY NATIONAL FINANCIAL IN COM SHSFNF369$20,1440.01%
475GAMING & LEISURE P COM36467J108429$19,1720.01%
476TECK RESOURCES LTD CL BTCKRF400$19,1560.01%
477CORTEVA INC COMCTVA280$18,7680.01%
478ISHARES RUSSELL 1000 VALUE ETF46428759887$18,3000.01%
479UNITED AIRLS HLDGS INC COMUNTCW160$17,8910.01%
480SUNCOR ENERGY INC NEW COMSU400$17,7440.01%
481BWX TECHNOLOGIES INC COMBWXT100$17,2840.01%
482ISHARES U.S. MEDICAL DEVICES ETF464288810277$17,2250.01%
483CENTERPOINT ENERGY INC COMCNP449$17,2150.01%
484ASML HLDG NV N Y REGISTRY SHSASMLF16$17,1180.01%
485BRIGHTSPIRE CAPITAL INC COM CL ABRSP3,009$16,8500.01%
486ISHARES RUSSELL 2000 VALUE ETF46428763091$16,4900.01%
487ISHARES RUSSELL 2000 GROWTH ETF46428764851$16,4740.01%
488CAL MAINE FOODS INC COM NEWCALM207$16,4710.01%
489ARIS MNG CORP COM04040Y1091,000$16,2300.01%
490MAGNA INTL INC COM559222401301$16,0430.01%
491INGERSOLL RAND INC COMIR200$15,8440.01%
492SOFI TECHNOLOGIES INC COMSOFI600$15,7080.01%
493STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R200500$15,3560.00%
494MONDELEZ INTL INC CL A609207105284$15,2720.00%
495AURA MINERALS INC SHS NEWAUGO300$15,1250.00%
496BROOKFIELD CORP CL A LTD VT SH11271J107325$14,9140.00%
497SPROTT GOLD MINERS ETFSII200$13,9260.00%
498MSC INCOME FUND INC COMMSIF1,030$13,5340.00%
499MANULIFE FINL CORP COM56501R106372$13,4960.00%
500GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673275$13,1420.00%