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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

Global Financial Private Client, LLC

Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0002023568-24-000009

Total Value
$207.0M
Positions
647
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF92290873625,385$8.1M3.94%
2SCHWAB INTERNATIONAL EQUITY ETF808524805193,479$7.5M3.64%
3APPLE INC COMAAPL42,337$7.5M3.64%
4SCHWAB US DIVIDEND EQUITY ETF80852479786,902$7.0M3.40%
5SPDR S&P 500 ETF TRUSTSPY14,596$6.9M3.35%
6BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$6.8M3.27%
7VANGUARD S&P 500 ETF92290836314,565$6.4M3.08%
8VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407110,710$6.1M2.95%
9SPDR PORTFOLIO S&P 500 VALUE ETF78464A508140,904$5.9M2.86%
10VANGUARD RUSSELL 2000 ETF92206C66463,385$5.7M2.75%
11MICROSOFT CORP COMMSFT13,066$4.4M2.13%
12VANGUARD SHORT-TERM BOND ETF92193782747,555$3.8M1.86%
13ISHARES CORE S&P 500 ETF4642872007,499$3.6M1.73%
14VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40942,838$3.5M1.68%
15ISHARES ESG AWARE MSCI USA ETF46435G42531,838$3.4M1.66%
16ISHARES TIPS BOND ETF46428717625,110$3.2M1.57%
17SCHWAB EMERGING MARKETS EQUITY ETF808524706103,996$3.1M1.49%
18VANGUARD INTERMEDIATE-TERM BOND ETF92193781932,197$2.8M1.36%
19ISHARES MSCI EAFE GROWTH ETF46428888524,724$2.7M1.32%
20ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875156,344$2.5M1.22%
21VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77144,006$2.3M1.12%
22ISHARES CORE TOTAL USD BOND MARKET ETF46434V61339,378$2.1M1.01%
23BANK AMERICA CORP COM06050510445,702$2.0M0.98%
24MCDONALDS CORP COMMCD7,436$2.0M0.96%
25HOME DEPOT INC COMHD4,395$1.8M0.88%
26FINANCIAL SELECT SECTOR SPDR FUND81369Y60542,623$1.7M0.80%
27ISHARES U.S. AEROSPACE & DEFENSE ETF46428876016,045$1.6M0.80%
28ISHARES MSCI EAFE VALUE ETF46428887731,915$1.6M0.78%
29ISHARES U.S. TREASURY BOND ETF46429B26760,070$1.6M0.78%
30PEPSICO INC COMPEP8,995$1.6M0.76%
31INVESCO PREFERRED ETFIVZ102,799$1.5M0.75%
32CHEVRON CORP NEW COMCVX12,931$1.5M0.73%
33GENERAL MTRS CO COM37045V10024,589$1.4M0.70%
34DISNEY WALT CO COM2546871069,248$1.4M0.69%
35VISA INC COM CL AV6,527$1.4M0.68%
36INVESCO QQQ TRUST SERIES IIVZ3,542$1.4M0.68%
37CVS HEALTH CORP COMCVS13,569$1.4M0.68%
38VANGUARD INDUSTRIALS ETF92204A6036,867$1.4M0.67%
39ISHARES MBS ETF46428858812,011$1.3M0.62%
40S&P GLOBAL INC COMSPGI2,699$1.3M0.62%
41SPDR S&P SEMICONDUCTOR ETF78464A8625,148$1.3M0.61%
42ISHARES U.S. TECHNOLOGY ETF46428772110,514$1.2M0.58%
43VANGUARD LONG-TERM BOND ETF92193779310,664$1.1M0.53%
44ZIONS BANCORPORATION N A COM98970110717,004$1.1M0.52%
45CISCO SYS INC COMCSCO16,842$1.1M0.52%
46HEALTHCARE RLTY TR CL A COM42225P50130,883$1.0M0.50%
47ISHARES FALLEN ANGELS USD BOND ETF46435G47434,063$1.0M0.49%
48BOEING CO COMBA-PA5,010$1.0M0.49%
49TEXAS INSTRS INC COM8825081045,279$995,0840.48%
50QUALCOMM INC COMQCOM5,410$989,3270.48%
51WALMART INC COMWMT6,568$950,4110.46%
52EXXON MOBIL CORP COMXOM15,175$928,5790.45%
53ABRDN PHYSICAL GOLD SHARES ETF00326A10452,400$920,1440.44%
54MATERIALS SELECT SECTOR SPDR FUND81369Y10010,097$914,8890.44%
55MERCK & CO INC COMMRK11,694$896,2280.43%
56LOCKHEED MARTIN CORP COMLMT2,490$885,0080.43%
57ISHARES CONVERTIBLE BOND ETF46435G1029,831$876,7650.42%
58NVIDIA CORPORATION COMNVDA2,960$870,5660.42%
59META PLATFORMS INC CL AMETA2,480$834,1480.40%
60FORTINET INC COMFTNT2,276$817,9940.40%
61AUTOMATIC DATA PROCESSING INC COMADP3,243$799,8070.39%
62COLGATE PALMOLIVE CO COMCL9,348$797,7580.39%
63NUCOR CORP COMNUE6,927$790,7860.38%
64AFLAC INC COMAFL13,342$779,0740.38%
65ISHARES CORE 10 YEAR USD BOND ETF46428947910,430$752,4200.36%
66SPDR S&P INSURANCE ETF78464A78918,204$734,8950.36%
67AMAZON COM INC COMAMZN220$734,6920.36%
68ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83410,342$733,7000.35%
69ISHARES CORE S&P SMALL CAP ETF4642878046,275$718,5500.35%
70ALPHABET INC CAP STK CL CGOOG244$706,0360.34%
71MORGAN STANLEY COM NEWMS-PQ7,132$700,0770.34%
72JOHNSON & JOHNSON COMJNJ3,864$661,0490.32%
73PROCTER AND GAMBLE CO COM7427181094,035$660,0450.32%
74INVESCO SOLAR ETFIVZ8,520$655,7840.32%
75SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,796$652,6680.32%
76ISHARES MSCI USA VALUE FACTOR ETF46432F3885,957$652,1130.32%
77ISHARES CORE MODERATE ALLOCATION ETF46428987514,320$651,1660.31%
78ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,447$647,3050.31%
79PROSHARES ULTRA QQQ74347R2066,932$617,0870.30%
80EOG RES INC COMEOG6,888$611,8610.30%
81ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,034$590,4300.29%
82SYNOPSYS INC COMSNPS1,596$588,1260.28%
83ARK GENOMIC REVOLUTION ETF00214Q3029,563$585,6380.28%
84HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,884$547,3010.26%
85KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$543,1220.26%
86PFIZER INC COMPFE9,119$538,5010.26%
87ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31820,655$535,3200.26%
88ISHARES GLOBAL TECH ETF4642872918,260$531,8610.26%
89ISHARES ESG AWARE MSCI EM ETF46434G86313,313$529,1920.26%
90INTEL CORP COMINTC10,009$515,5100.25%
91TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,814$489,2700.24%
92ISHARES CORE 1-5 YEAR USD BOND ETF46432F8599,375$472,7810.23%
93COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8525,973$463,9830.22%
94SPDR S&P METALS & MINING ETF78464A7559,710$434,8140.21%
95MEDPACE HLDGS INC COMMEDP1,990$433,1040.21%
96ISHARES BIOTECHNOLOGY ETF4642875562,827$431,4570.21%
97RAYMOND JAMES FINL INC COM7547301094,282$429,9130.21%
98JPMORGAN CHASE & CO COMVYLD2,672$423,2060.20%
99COCA COLA CO COMKO7,066$418,3950.20%
100SPDR S&P DIVIDEND ETF78464A7633,202$413,4420.20%
101HARTFORD FINL SVCS GROUP INC COMHIG-PG5,934$409,6970.20%
102ISHARES GLOBAL FINANCIALS ETF4642873334,953$396,5370.19%
103SS&C TECHNOLOGIES HLDGS INC COMSSNC4,775$391,4550.19%
104FORD MTR CO DEL COM34537086018,596$386,2390.19%
105ELI LILLY & CO COMLLY1,380$381,2400.18%
106ALPHABET INC CAP STK CL AGOOG129$373,7180.18%
107CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3084,846$373,6750.18%
108UNITEDHEALTH GROUP INC COMUNH738$370,5790.18%
109ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W85311,963$369,4170.18%
110ISHARES U.S. ENERGY ETF46428779612,105$364,3610.18%
111ORACLE CORP COMORCL-PD4,153$362,1830.18%
112RTX CORPORATION COMRTX4,181$359,8260.17%
113TESLA INC COMTSLA331$349,7940.17%
114VERIZON COMMUNICATIONS INC COMVZ6,675$346,8750.17%
115FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8466,502$343,2410.17%
116SOUTHWEST AIRLS CO COM8447411087,682$329,1270.16%
117ABBVIE INC COMABBV2,412$326,7030.16%
118INVESCO NASDAQ INTERNET ETFIVZ1,511$325,6210.16%
119ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,925$317,5330.15%
120PACER TRENDPILOT US LARGE CAP ETF69374H1057,517$312,2560.15%
121ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886465,734$308,9480.15%
122ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872422,261$299,6280.14%
123INVESCO S&P 500 TOP 50 ETFIVZ800$295,2720.14%
124VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$291,0380.14%
125ISHARES MSCI SWITZERLAND ETF4642867495,519$291,0170.14%
126ISHARES MSCI FRANCE ETF4642867077,042$273,7930.13%
127ISHARES MSCI SWEDEN ETF4642867565,821$269,6870.13%
128ON SEMICONDUCTOR CORP COMON3,910$265,5670.13%
129ISHARES MSCI DENMARK ETF46429B5232,371$263,7030.13%
130GOLDMAN SACHS GROUP INC COMGSCE684$261,6640.13%
131CHECK POINT SOFTWARE TECH LTD ORDM224651042,243$261,4440.13%
132ISHARES MSCI NETHERLANDS ETF4642868145,141$258,1810.12%
133ISHARES MSCI IRELAND ETF46429B5074,418$251,7120.12%
134ABBOTT LABS COMABLZF1,747$245,9400.12%
135NEXTERA ENERGY INC COMNEE-PW2,633$245,8170.12%
136ORGANON & CO COMMON STOCKOGN7,373$224,5320.11%
137ISHARES EXPANDED TECH SECTOR ETF464287549481$211,1690.10%
138UNION PAC CORP COMUNP837$210,8650.10%
139WASTE MGMT INC DEL COM94106L1091,242$207,2900.10%
140INTERNATIONAL BUSINESS MACHS COMINTR1,513$202,3350.10%
141TREX CO INC COMTREX1,476$199,3040.10%
142ROYAL CARIBBEAN GROUP COMV7780T1032,572$197,7870.10%
143MASTERCARD INCORPORATED CL AMA547$196,5480.10%
144ALCOA CORP COMAA3,252$193,7540.09%
145AT&T INC COMT-PC7,738$190,3680.09%
146LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1006,521$189,8920.09%
147DARDEN RESTAURANTS INC COMDRI1,207$181,8220.09%
148SERVICE CORP INTL COM8175651042,493$176,9780.09%
149ARK INNOVATION ETF00214Q1041,865$176,4320.09%
150AMERICAN AIRLS GROUP INC COM02376R1029,441$169,5600.08%
151AMERICAN EXPRESS CO COMAXP1,014$165,8900.08%
152BRISTOL-MYERS SQUIBB CO COMCELG-RI2,652$165,3770.08%
153ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$159,8280.08%
154BEST BUY INC COMBBY1,570$159,5120.08%
155CUMMINS INC COMCMI723$157,7150.08%
156VANGUARD VALUE ETF9229087441,065$156,6720.08%
157ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF4642886121,365$155,2690.08%
158AMGEN INC COMAMGN681$153,2050.07%
159HONEYWELL INTL INC COM438516106734$153,0460.07%
160ISHARES RUSSELL 2000 ETF464287655686$152,6010.07%
161PRUDENTIAL FINL INC COMPUKPF1,409$152,5100.07%
162VANGUARD TOTAL STOCK MARKET ETF922908769624$150,6590.07%
163INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,389$146,9700.07%
164ISHARES MSCI MEXICO ETF4642868222,860$144,7160.07%
165VANGUARD FTSE EMERGING MARKETS ETF9220428582,924$144,6510.07%
166ISHARES NATIONAL MUNI BOND ETF4642884141,229$142,9080.07%
167DELTA AIR LINES INC DEL COM NEWDAL3,651$142,6810.07%
168FRANKLIN FTSE TAIWAN ETF FRANKLIN FTSE TAIWAN FUNDFGDL3,025$140,6800.07%
169INVESCO S&P 500 EQUAL WEIGHT ETFIVZ853$138,8260.07%
170MARRIOTT INTL INC NEW CL A571903202830$137,1490.07%
171GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6244,343$132,5920.06%
172ISHARES MSCI INDIA ETF46429B5982,890$132,4780.06%
173PLUG POWER INC COM NEWPLUG4,626$130,5920.06%
174QUANTUMSCAPE CORP COM CL AQS5,859$130,0110.06%
175GENERAL MLS INC COM3703341041,879$126,6070.06%
176ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6722,317$126,3460.06%
177TRAVELERS COMPANIES INC COMTRV800$125,1440.06%
178LAM RESEARCH CORP COMLRCX173$124,4130.06%
179TJX COS INC NEW COM8725401091,627$123,5220.06%
180ADVANCED ENERGY INDS COM0079731001,344$122,3850.06%
181GARMIN LTD SHSGRMN889$121,0550.06%
182MONDELEZ INTL INC CL A6092071051,813$120,2200.06%
183COMCAST CORP NEW CL ACCZ2,358$118,6780.06%
184STARBUCKS CORP COMSBUX1,013$118,4910.06%
185BLACKSTONE INC COMBX915$118,3920.06%
186NORFOLK SOUTHN CORP COM655844108396$117,8930.06%
187SPDR GOLD SHARESGLD683$116,7660.06%
188TRIMBLE INC COMTRMB1,324$115,4400.06%
189ENPHASE ENERGY INC COMENPH620$113,4230.05%
190FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$112,7450.05%
191ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$110,1120.05%
192VANGUARD MID-CAP ETF922908629423$107,7680.05%
193ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$106,9800.05%
194ISHARES SELECT DIVIDEND ETF464287168868$106,4080.05%
195ALBEMARLE CORP COMALB-PA452$105,6640.05%
196CARNIVAL CORP PAIRED CTFCUKPF5,245$105,5290.05%
197UNITED PARCEL SERVICE INC CL BUPS490$105,0270.05%
198D R HORTON INC COM23331A109963$104,4370.05%
199VANGUARD SMALL-CAP ETF922908751462$104,4170.05%
200GLOBAL X COPPER MINERS ETF37954Y8302,779$102,5730.05%
201BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A343$102,5570.05%
202BALLARD PWR SYS INC NEW COMBALL8,141$102,2510.05%
203NIKE INC CL BNKE612$102,0020.05%
204ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,400$101,9480.05%
205PNC FINL SVCS GROUP INC COM693475105505$101,2630.05%
206ZOETIS INC CL AZTS411$100,2960.05%
207KIMBERLY-CLARK CORP COMKMB691$98,7580.05%
208WELLS FARGO CO NEW COM9497461012,021$96,9680.05%
209ISHARES 10-20 YEAR TREASURY BOND ETF464288653648$96,1630.05%
210COSTCO WHSL CORP NEW COM22160K105168$95,3740.05%
211AMERICAN TOWER CORP NEW COM03027X100326$95,3550.05%
212CATERPILLAR INC COMCAT461$95,3070.05%
213SKYWORKS SOLUTIONS INC COMSWKS606$94,0150.05%
214MID-AMER APT CMNTYS INC COM59522J103404$92,6940.04%
215INVENTRUST PPTYS CORP COM NEW46124J2013,369$91,8390.04%
216PPG INDS INC COM693506107532$91,7380.04%
217ISHARES MSCI RUSSIA ETF46434G7982,081$89,1500.04%
218NUVVE HOLDING CORP COM NEWNVVE6,640$88,4450.04%
219GE AEROSPACE COM NEW369604301924$87,2900.04%
220VANGUARD FTSE EUROPE ETF9220428741,278$87,2110.04%
221CDW CORP COMCDW416$85,1880.04%
222THE CIGNA GROUP COM125523100369$84,7330.04%
223HARLEY DAVIDSON INC COMHOG2,244$84,5760.04%
224MOTOROLA SOLUTIONS INC COM NEWMSI308$83,6840.04%
225T-MOBILE US INC COMTMUSZ718$83,2740.04%
226THERMO FISHER SCIENTIFIC INC COMTMO124$82,7380.04%
227DOLLAR GEN CORP NEW COM256677105346$81,5970.04%
228DISCOVER FINL SVCS COM254709108700$80,8920.04%
229SANOFI SPONSORED ADRSNYNF1,600$80,1600.04%
230TYSON FOODS INC CL ATSN910$79,3160.04%
231FINWARD BANCORP COMFNWD1,707$78,9490.04%
232CERNER CORP COM156782104848$78,7540.04%
233ADOBE INC COMADBE138$78,2540.04%
234WISDOMTREE U.S. SMALLCAP FUNDWT1,500$77,1000.04%
235FIRST SOLAR INC COMFSLR865$75,3930.04%
236FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$73,5580.04%
237ALTRIA GROUP INC COMMO1,530$72,5450.04%
238SPDR S&P AEROSPACE & DEFENSE ETF78464A631615$71,6290.03%
239PHILLIPS 66 COMPSX987$71,5180.03%
240VANECK HIGH YIELD MUNI ETF92189H4091,128$70,4210.03%
241ARCHER DANIELS MIDLAND CO COMADM1,012$68,4420.03%
242PAYPAL HLDGS INC COMPYPL361$68,0770.03%
243CHARGEPOINT HOLDINGS INC COM CL ACHPT3,503$66,7320.03%
244AON PLC SHS CL AAON222$66,7240.03%
245PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467677$66,5270.03%
246ISHARES MSCI EAFE ETF464287465845$66,4850.03%
247VANGUARD FTSE PACIFIC ETF922042866845$65,9180.03%
248CADENCE DESIGN SYSTEM INC COMCDNS346$64,4770.03%
249SCHWAB CHARLES CORP COMSCHW-PJ766$64,4210.03%
250SPDR S&P EMERGING ASIA PACIFIC ETF78463X301530$64,4060.03%
251SYSCO CORP COMSYY819$64,3320.03%
252NETFLIX INC COMNFLX106$63,8590.03%
253ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580756$63,5040.03%
254WATERS CORP COM941848103168$62,9190.03%
255ISHARES GOLD TRUSTIAU1,770$61,6140.03%
256KEYCORP COM4932671082,648$61,2480.03%
257ISHARES CORE U.S. AGGREGATE BOND ETF464287226533$60,8050.03%
258MODERNA INC COMMRNA230$58,4150.03%
259BANK NEW YORK MELLON CORP COM064058100981$56,9760.03%
260GSK PLC SPONSORED ADRGLAXF1,275$56,2280.03%
261STATE STR CORP COMSTT-PG600$55,8000.03%
262ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281509$55,5990.03%
263ISHARES PREFERRED & INCOME SECURITIES ETF4642886871,375$54,2160.03%
264AKAMAI TECHNOLOGIES INC COMAKAM460$53,8380.03%
265SHELL PLC SPON ADR B7802591071,235$53,5760.03%
266ISHARES RUSSELL 1000 ETF464287622201$53,1500.03%
267FEDEX CORP COMFDX200$51,7280.03%
268AMERICAN HOMES 4 RENT CL AAMH-PG1,141$49,7590.02%
269AIR PRODS & CHEMS INC COMAIIR163$49,5940.02%
270SPDR S&P HOMEBUILDERS ETF78464A888570$48,8950.02%
271INVESCO S&P 500 PURE GROWTH ETFIVZ229$48,2780.02%
272INVESCO SENIOR LOAN ETFIVZ2,175$48,0680.02%
273SAP SE SPON ADRSAPGF337$47,2170.02%
274XENIA HOTELS & RESORTS INC COMXHR2,528$45,7820.02%
275UNILEVER PLC SPON ADR NEWUNLYF840$45,1840.02%
276ISHARES CORE MSCI EAFE ETF46432F842600$44,7840.02%
277TOTALENERGIES SE SPONSORED ADSTTE900$44,5140.02%
278SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,8970.02%
279CLOROX CO DEL COMCLX250$43,5900.02%
280ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$42,0050.02%
281FRANKLIN FTSE SOUTH KOREA ETFFGDL1,500$41,5950.02%
282ISHARES U.S. BASIC MATERIALS ETF464287838295$41,3620.02%
283VANGUARD FTSE DEVELOPED MARKETS ETF921943858805$41,1030.02%
284SPDR S&P TRANSPORTATION ETF78464A532425$40,1030.02%
285GENUINE PARTS CO COMGPC284$39,8170.02%
286ISHARES RUSSELL 1000 VALUE ETF464287598235$39,4640.02%
287VANGUARD COMMUNICATION SERVICES ETF92204A884291$39,4480.02%
288SPDR ICE PREFERRED SECURITIES ETF78464A292916$39,3310.02%
289SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622361$39,1940.02%
290SPDR PORTFOLIO TIPS ETF78464A6561,199$37,7690.02%
291PACKAGING CORP AMER COM695156109275$37,4410.02%
292WELLS FARGO CO NEW PERP PFD CNV A94974680425$37,2630.02%
293PALANTIR TECHNOLOGIES INC CL APLTR2,000$36,4200.02%
294CMS ENERGY CORP COMCMS-PC557$36,2330.02%
295SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359436$36,2130.02%
296AMERICAN ELEC PWR CO INC COM025537101400$35,5880.02%
297NEWMONT CORP COMNEMCL563$34,9170.02%
298INTERCONTINENTAL EXCHANGE INC COM45866F104255$34,8760.02%
299VANECK INTERMEDIATE MUNI ETF92189H201680$34,8640.02%
300OPPENHEIMER HLDGS INC CL A NON VTGOPY750$34,7780.02%
301VANGUARD SMALL CAP VALUE ETF922908611190$33,9820.02%
302BLACKROCK INC COMBLK37$33,8760.02%
303CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407164$33,5280.02%
304GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF350$33,2990.02%
305FRONTIER COMMUNICATIONS PARENT COM35909D1091,114$32,8520.02%
306CONOCOPHILLIPS COMCOP444$32,0480.02%
307VERTEX PHARMACEUTICALS INC COMVRTX144$31,6220.02%
308DUKE ENERGY CORP NEW COM NEWDUKB300$31,4700.02%
309VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870338$31,3530.02%
310CHARTER COMMUNICATIONS INC NEW CL A16119P10846$29,9910.01%
311EMERSON ELEC CO COMEMR319$29,6570.01%
312US BANCORP DEL COM NEWUSB-PS510$28,6470.01%
313SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$28,5890.01%
314REGENERON PHARMACEUTICALS COMREGN44$27,7870.01%
315INVESCO FTSE RAFI US 1000 ETFIVZ161$27,6440.01%
316KRAFT HEINZ CO COMKHC770$27,6430.01%
317BROADCOM INC COMAVGO41$27,4150.01%
318BIONTECH SE SPONSORED ADSBNTX100$25,7800.01%
319BAXTER INTL INC COM071813109287$24,6530.01%
320SCHWAB U.S. REIT ETF808524847465$24,5010.01%
321BLOCK INC CL ABSQKZ150$24,2270.01%
322INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$23,6430.01%
323NORTHROP GRUMMAN CORP COMNOC61$23,6110.01%
324BP PLC SPONSORED ADRBPPFF884$23,5570.01%
325REPUBLIC SVCS INC COM760759100168$23,4280.01%
326WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$23,4150.01%
327AGCO CORP COMAGCO200$23,2040.01%
328EDISON INTL COM281020107336$22,9320.01%
329CROWN CASTLE INC COMCCI109$22,8780.01%
330CAPITAL ONE FINL CORP COM14040H105155$22,4890.01%
331ACCENTURE PLC IRELAND SHS CLASS AACN54$22,3860.01%
332SPDR BLACKSTONE SENIOR LOAN ETF78467V608489$22,3130.01%
333FIRST TRUST SENIOR LOAN FUND33738D309460$22,0430.01%
334INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$21,8550.01%
335GLOBAL NET LEASE INC COM NEWGNL-PE1,423$21,7430.01%
336IQ MERGER ARBITRAGE ETF45409B800667$21,5110.01%
337SOLAREDGE TECHNOLOGIES INC COMSEDG69$19,3590.01%
338ENERGY SELECT SECTOR SPDR FUND81369Y506345$19,1480.01%
339ELEVANCE HEALTH INC COMELV41$19,0050.01%
340SPDR S&P INTERNATIONAL SMALL CAP ETF78463X871500$18,8850.01%
341ADVANCED MICRO DEVICES INC COMAMD131$18,8510.01%
342ISHARES ESG ADVANCED MSCI USA ETF46436E767475$18,7340.01%
343PUBLIC STORAGE OPER CO COMPSA-PS50$18,7280.01%
344ISHARES U.S. INDUSTRIALS ETF464287754160$18,0380.01%
345NICE LTD SPONSORED ADRNCSYF59$17,9120.01%
346GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF500$17,6350.01%
347QIAGEN NV SHS NEWQGEN314$17,4520.01%
348GILEAD SCIENCES INC COMGILD237$17,2090.01%
349BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$16,5340.01%
350VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$16,5280.01%
351AVALONBAY CMNTYS INC COMAWX65$16,4180.01%
352UTILITIES SELECT SECTOR SPDR FUND81369Y886229$16,3920.01%
353ABRDN JAPAN EQUITY FUND INC COMJEQ2,000$16,2600.01%
354FOUR CORNERS PPTY TR INC COM35086T109550$16,1760.01%
355GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$16,1550.01%
356CBIZ INC COMCBZ406$15,8830.01%
357VANGUARD TAX-EXEMPT BOND ETF922907746288$15,8140.01%
358VANGUARD ENERGY ETF92204A306201$15,6000.01%
359ADVANCE AUTO PARTS INC COMAAP65$15,5920.01%
360AMERICAN WTR WKS CO INC NEW COM03042010380$15,1090.01%
361SONY GROUP CORP SPONSORED ADRSNEJF118$14,9660.01%
362ASANA INC CL AASAN200$14,9100.01%
363RITE AID CORP COM7677548721,000$14,6900.01%
364TRACTOR SUPPLY CO COMTSCO60$14,3160.01%
365GENERAC HLDGS INC COMGNRC40$14,0770.01%
366INVESCO S&P 500 LOW VOLATILITY ETFIVZ200$13,7260.01%
367ROCKWELL AUTOMATION INC COMROK39$13,6050.01%
368TERADYNE INC COMTER83$13,5730.01%
369ONEOK INC NEW COMOKE230$13,5150.01%
370ISHARES ESG AWARE MSCI EAFE ETF46435G516170$13,5080.01%
371INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$13,0730.01%
372SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$12,8250.01%
373SCHWAB U.S. SMALL-CAP ETF808524607124$12,6980.01%
374VANGUARD DIVIDEND APPRECIATION ETF92190884472$12,3660.01%
375INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$12,3460.01%
376F N B CORP COM3025201011,000$12,1300.01%
377ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$12,1230.01%
378ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619241$11,9150.01%
379ISHARES U.S. MEDICAL DEVICES ETF464288810180$11,8530.01%
380VIATRIS INC COMVTRS876$11,8520.01%
381ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663285$11,4910.01%
382ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$11,2940.01%
383SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$11,2150.01%
384WALGREENS BOOTS ALLIANCE INC COM931427108210$10,9540.01%
385THOMSON REUTERS CORP. COMTMSOF90$10,7660.01%
386ISHARES RUSSELL 1000 GROWTH ETF46428761435$10,6960.01%
387FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$10,6780.01%
388KEURIG DR PEPPER INC COMKDP288$10,6160.01%
389VIRTUS NEWFLEET MULTI-SECTOR BOND ETF26923G707422$10,6010.01%
390BIO RAD LABS INC CL A09057220714$10,5780.01%
391SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730338$10,4750.01%
392WEST PHARMACEUTICAL SVSC INC COM95530610522$10,3180.00%
393PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R833100$10,1560.00%
394HOULIHAN LOKEY INC CL AHLI97$10,0410.00%
395ALEXANDRIA REAL ESTATE EQ INC COM01527110945$10,0330.00%
396BLACKROCK SHORT DURATION BOND ETF46431W507200$9,9900.00%
397TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$9,7450.00%
398PEMBINA PIPELINE CORP COMPPLOF319$9,6750.00%
399ANALOG DEVICES INC COMADI55$9,6670.00%
400NIO INC SPON ADSNIOIF300$9,5040.00%
401HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$9,3740.00%
402MONOLITHIC PWR SYS INC COM60983910519$9,3730.00%
403ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$9,3460.00%
404CORNING INC COMGLW250$9,3080.00%
405ENTERPRISE PRODS PARTNERS L P COM293792107414$9,0910.00%
406AMERICAN STRATEGIC INVEST CO COM CL A649439205852$9,0400.00%
407CATALENT INC COM14880610269$8,8340.00%
408LEIDOS HOLDINGS INC COMLDOS99$8,8010.00%
409ARES CAPITAL CORP COMARCC415$8,7940.00%
410JD.COM INC SPON ADR CL AJDCMF124$8,6890.00%
411FIRST TRUST TACTICAL HIGH YIELD ETF33738D408180$8,6130.00%
412VANECK BIOTECH ETF92189F72644$8,3310.00%
413SPDR S&P MIDCAP 400 ETF TRUSTMDY16$8,2830.00%
414HEICO CORP NEW COMHEI-A57$8,2210.00%
415ISHARES ESG ADVANCED MSCI EAFE ETF46436E759118$8,1150.00%
416STARWOOD PPTY TR INC COMSTHO330$8,0190.00%
417QUALYS INC COMQLYS56$7,6840.00%
418WEYERHAEUSER CO MTN BE COM NEWWY184$7,5770.00%
419REAL ESTATE SELECT SECTOR SPDR FUND81369Y860145$7,5120.00%
420GALLAGHER ARTHUR J & CO COM36357610943$7,2960.00%
421ISHARES MSCI TAIWAN ETF46434G772109$7,2600.00%
422BIO-TECHNE CORP COMTECH14$7,2430.00%
423MEDTRONIC PLC SHSMDT70$7,2420.00%
424FS KKR CAP CORP COMFSK345$7,2240.00%
425ISHARES GLOBAL UTILITIES ETF464288711109$7,0530.00%
4263M CO COMMMM39$6,9280.00%
427STERIS PLC SHS USDSTE28$6,8150.00%
428OMNICELL COM COMOMCL37$6,6760.00%
429FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506127$6,6080.00%
430GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI1,026$6,5970.00%
431ISHARES MSCI SOUTH KOREA ETF46428677284$6,5410.00%
432DEERE & CO COMDE19$6,5150.00%
433ISHARES CORE MSCI EMERGING MARKETS ETF46434G103108$6,4650.00%
434BURLINGTON STORES INC COMBURL22$6,4130.00%
435ROPER TECHNOLOGIES INC COMROP13$6,3940.00%
436ISHARES MSCI EMERGING MARKETS ETF464287234130$6,3510.00%
437VANECK SEMICONDUCTOR ETF92189F67620$6,1760.00%
438PRICE T ROWE GROUP INC COMTROW31$6,0960.00%
439SPDR S&P REGIONAL BANKING ETF78464A69885$6,0510.00%
440EVERCORE INC CLASS AEVR44$5,9770.00%
441SALESFORCE INC COMCRM23$5,8450.00%
442KYNDRYL HLDGS INC COMMON STOCKKD321$5,8100.00%
443PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77553$5,7990.00%
444NEWS CORP NEW CL ANWSLL255$5,6890.00%
445VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF92790A207231$5,6290.00%
446ISHARES US FINANCIAL SERVICES ETF46428777029$5,5990.00%
447PALO ALTO NETWORKS INC COMPANW10$5,5680.00%
448ADVISORSHARES NEWFLEET MULT-SECT INC ETF00768Y727112$5,4530.00%
449ZIMMER BIOMET HOLDINGS INC COMZBH42$5,3360.00%
450KROGER CO COMKR116$5,2500.00%
451HELEN OF TROY LTD COMHELE21$5,1340.00%
452INVESCO NASDAQ 100 ETFIVZ31$5,0700.00%
453WATSCO INC COMWSO-B16$5,0060.00%
454B. RILEY FINANCIAL INC COM05580M10855$4,8870.00%
455SIBANYE STILLWATER LTD SPONSORED ADRSBYSF388$4,8660.00%
456POWER INTEGRATIONS INC COMPOWI52$4,8300.00%
457HCI GROUP INC COMHCIIP57$4,7620.00%
458COGNEX CORP COMCGNX60$4,6660.00%
459KAYNE ANDERSON ENERGY INFRSTR COM486606106589$4,5880.00%
460ROYALTY PHARMA PLC SHS CLASS ARPRX115$4,5830.00%
461BALCHEM CORP COMBCPC27$4,5520.00%
462ISHARES RUSSELL 2000 GROWTH ETF46428764815$4,3960.00%
463FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108215$4,3810.00%
464AUTOZONE INC COMAZO2$4,1930.00%
465FREEPORT-MCMORAN INC CL BFCX100$4,1730.00%
466CARRIER GLOBAL CORPORATION COMCARR74$4,0140.00%
467ISHARES GLOBAL CONSUMER STAPLES ETF46428873762$4,0130.00%
468IRIDIUM COMMUNICATIONS INC COMIRDM94$3,8810.00%
469INTUIT COMINTU6$3,8590.00%
470ISHARES MSCI KLD 400 SOCIAL ETF46428857041$3,8100.00%
471RELIANCE INC COMRS23$3,7310.00%
472GARTNER INC COMIT11$3,6780.00%
473SCHWAB U.S. LARGE-CAP ETF80852420132$3,6420.00%
474SPDR S&P BANK ETF78464A79766$3,6010.00%
475TEXAS ROADHOUSE INC COMTXRH40$3,5710.00%
476ICU MED INC COMICUI15$3,5600.00%
477IDEX CORP COM45167R10415$3,5450.00%
478ISHARES DOW JONES U.S. ETF46428784630$3,5360.00%
479FISERV INC COMFISV34$3,5290.00%
480DOLBY LABORATORIES INC COM CL ADLB37$3,5230.00%
481LINDE PLC SHSLIN10$3,4640.00%
482SEMTECH CORP COMSMTC38$3,3790.00%
483AUTODESK INC COMADSK12$3,3740.00%
484FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510219$3,3630.00%
485GLOBUS MED INC CL AGMED46$3,3210.00%
486BRIGHT HORIZONS FAM SOL IN DEL COM10919410026$3,2730.00%
487INTUITIVE SURGICAL INC COM NEWISRG9$3,2340.00%
488OTIS WORLDWIDE CORP COMOTIS37$3,2220.00%
489LITTELFUSE INC COMLFUS10$3,1470.00%
490FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10672$3,1330.00%
491FIRST TRUST CLOUD COMPUTING ETF33734X19230$3,1290.00%
492ISHARES S&P 100 ETF46428710114$3,1280.00%
493CROWN HLDGS INC COMCCK27$2,9870.00%
494TERRENO RLTY CORP COM88146M10134$2,9000.00%
495GRAPHIC PACKAGING HLDG CO COMGPK148$2,8860.00%
496LOWES COS INC COM54866110711$2,8430.00%
497ISHARES U.S. HOME CONSTRUCTION ETF46428875234$2,8190.00%
498OLLIES BARGAIN OUTLET HLDGS IN COM68111610955$2,8150.00%
499CASEYS GEN STORES INC COM14752810314$2,7630.00%
500FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF316092220100$2,7470.00%