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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 0002023568-24-000011

Total Value
$177.2M
Positions
657
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL67,508$9.4M5.30%
2SCHWAB US DIVIDEND EQUITY ETF808524797118,115$8.5M4.82%
3VANGUARD S&P 500 ETF92290836318,579$6.5M3.68%
4BERKSHIRE HATHAWAY INC DEL CL ABRK-A15$6.2M3.52%
5SPDR S&P 500 ETF TRUSTSPY15,982$6.1M3.44%
6SCHWAB INTERNATIONAL EQUITY ETF808524805150,205$4.7M2.67%
7VANGUARD GROWTH ETF92290873619,691$4.4M2.50%
8VANGUARD RUSSELL 2000 ETF92206C66462,042$4.3M2.43%
9SPDR PORTFOLIO S&P 500 VALUE ETF78464A508109,338$4.1M2.30%
10MICROSOFT CORP COMMSFT14,534$3.8M2.13%
11VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40946,749$3.6M2.02%
12VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40761,542$3.1M1.73%
13VANGUARD SHORT-TERM BOND ETF92193782736,363$2.8M1.58%
14ISHARES U.S. AEROSPACE & DEFENSE ETF46428876027,072$2.7M1.53%
15ISHARES CORE S&P 500 ETF4642872006,961$2.7M1.51%
16CHEVRON CORP NEW COMCVX17,591$2.6M1.46%
17ISHARES TIPS BOND ETF46428717620,633$2.4M1.34%
18SCHWAB EMERGING MARKETS EQUITY ETF80852470689,295$2.3M1.27%
19ISHARES ESG AWARE MSCI USA ETF46435G42523,666$2.0M1.14%
20CVS HEALTH CORP COMCVS19,622$1.8M1.04%
21FINANCIAL SELECT SECTOR SPDR FUND81369Y60556,164$1.8M1.01%
22ISHARES PREFERRED & INCOME SECURITIES ETF46428868754,090$1.8M1.01%
23ISHARES CORE TOTAL USD BOND MARKET ETF46434V61337,082$1.7M0.99%
24PEPSICO INC COMPEP10,155$1.7M0.97%
25MCDONALDS CORP COMMCD6,741$1.7M0.96%
26VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C77134,593$1.7M0.94%
27EXXON MOBIL CORP COMXOM18,194$1.6M0.90%
28ISHARES U.S. TREASURY BOND ETF46429B26764,344$1.5M0.88%
29HOME DEPOT INC COMHD5,481$1.5M0.86%
30MERCK & CO INC COMMRK16,326$1.5M0.85%
31VANGUARD INTERMEDIATE-TERM BOND ETF92193781917,937$1.4M0.79%
32ISHARES MSCI EAFE VALUE ETF46428887728,460$1.2M0.70%
33BANK AMERICA CORP COM06050510438,749$1.2M0.69%
34NUCOR CORP COMNUE10,628$1.1M0.63%
35JOHNSON & JOHNSON COMJNJ6,020$1.1M0.61%
36ISHARES IBONDS DEC 2023 TERM MUNI BD ETF46435G31842,029$1.1M0.61%
37ISHARES NORTH AMERICAN NATURAL RESOURCES ETF46428737429,043$1.1M0.60%
38CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30814,264$1.0M0.59%
39DISNEY WALT CO COM25468710610,784$1.0M0.59%
40CISCO SYS INC COMCSCO24,319$1.0M0.59%
41ISHARES MSCI EAFE ETF46428746516,321$1.0M0.58%
42EOG RES INC COMEOG9,056$1.0M0.57%
43QUALCOMM INC COMQCOM8,007$989,1050.56%
44ZIONS BANCORPORATION N A COM98970110719,217$987,3800.56%
45INVESCO QQQ TRUST SERIES IIVZ3,451$973,8760.55%
46ABRDN PHYSICAL GOLD SHARES ETF00326A10455,586$961,6380.54%
47ISHARES MBS ETF4642885889,518$932,8590.53%
48ISHARES MSCI EAFE GROWTH ETF46428888511,322$912,8930.52%
49AMAZON COM INC COMAMZN8,227$901,4400.51%
50WALMART INC COMWMT7,255$889,7050.50%
51HEALTHCARE RLTY TR CL A COM42225P50130,763$886,6090.50%
52ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83414,966$852,9160.48%
53GOLDMAN SACHS GROUP INC COMGSCE2,844$851,0100.48%
54AFLAC INC COMAFL14,998$843,4990.48%
55ISHARES U.S. TECHNOLOGY ETF46428772110,480$837,6660.47%
56VANGUARD INDUSTRIALS ETF92204A6034,884$805,5670.46%
57PFIZER INC COMPFE15,179$794,0330.45%
58COLGATE PALMOLIVE CO COMCL9,558$783,4690.44%
59SPDR S&P SEMICONDUCTOR ETF78464A8625,317$776,3350.44%
60MATERIALS SELECT SECTOR SPDR FUND81369Y10010,309$764,1030.43%
61AUTOMATIC DATA PROCESSING INC COMADP3,517$749,9730.42%
62BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,689$746,1980.42%
63ALPHABET INC CAP STK CL CGOOG337$735,2060.42%
64KROGER CO COMKR15,058$724,8920.41%
65GENERAL DYNAMICS CORP COMGD3,028$677,8480.38%
66FORTINET INC COMFTNT11,805$677,2530.38%
67PROCTER AND GAMBLE CO COM7427181094,430$647,2670.37%
68ISHARES U.S. HEALTHCARE PROVIDERS ETF4642888282,423$630,5620.36%
69ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69722,955$597,0600.34%
70ISHARES CORE MODERATE ALLOCATION ETF46428987515,081$592,1180.33%
71ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W85314,363$591,8990.33%
72TEXAS INSTRS INC COM8825081043,976$590,6100.33%
73SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,793$557,3540.31%
74NVIDIA CORPORATION COMNVDA3,731$541,8530.31%
75INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ26,040$541,3720.31%
76ABBVIE INC COMABBV3,414$525,1660.30%
77META PLATFORMS INC CL AMETA3,260$521,6980.29%
78HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,937$510,6020.29%
79RTX CORPORATION COMRTX5,260$510,3360.29%
80JPMORGAN CHASE & CO COMVYLD4,442$506,7130.29%
81INVESCO SOLAR ETFIVZ7,029$506,0880.29%
82SPDR S&P DIVIDEND ETF78464A7633,999$481,7600.27%
83ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF4642875151,758$481,7450.27%
84HCI GROUP INC COMHCIIP6,957$481,0070.27%
85COCA COLA CO COMKO7,221$464,9070.26%
86ORACLE CORP COMORCL-PD6,558$464,7650.26%
87ISHARES U.S. ENERGY ETF46428779611,953$461,6250.26%
88ELI LILLY & CO COMLLY1,381$448,4730.25%
89ISHARES CORE 1-5 YEAR USD BOND ETF46432F8598,925$424,2950.24%
90RAYMOND JAMES FINL INC COM7547301094,687$417,5650.24%
91ALPHABET INC CAP STK CL AGOOG191$415,3770.23%
92INVESCO NASDAQ INTERNET ETFIVZ3,415$415,1960.23%
93HARTFORD FINL SVCS GROUP INC COMHIG-PG6,024$399,0560.23%
94UNITEDHEALTH GROUP INC COMUNH763$394,7760.22%
95KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B20727,996$389,9840.22%
96ISHARES CORE S&P SMALL CAP ETF4642878044,157$387,7650.22%
97APPLIED MATLS INC COM0382221054,401$379,6740.21%
98ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881583,543$371,3060.21%
99INTEL CORP COMINTC10,122$367,8440.21%
100ISHARES ESG AWARE MSCI EM ETF46434G86311,016$353,3930.20%
101AMERICAN ELEC PWR CO INC COM0255371013,596$352,2280.20%
102NEXTERA ENERGY INC COMNEE-PW4,370$352,0470.20%
103SYNOPSYS INC COMSNPS1,153$347,3180.20%
104SPDR SSGA U.S. SECTOR ROTATION ETF78470P4088,993$345,7810.20%
105TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,713$345,6630.20%
106VERIZON COMMUNICATIONS INC COMVZ6,642$343,0240.19%
107COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8526,116$335,2790.19%
108TESLA INC COMTSLA489$333,3950.19%
109ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6726,449$323,8690.18%
110SS&C TECHNOLOGIES HLDGS INC COMSSNC5,210$306,5040.17%
111SEACOAST BKG CORP FLA COM NEWSE9,087$305,4140.17%
112UNION PAC CORP COMUNP1,395$300,2880.17%
113ORGANON & CO COMMON STOCKOGN8,613$295,0160.17%
114CHECK POINT SOFTWARE TECH LTD ORDM224651042,381$294,8390.17%
115PACER US CASH COWS 100 ETF69374H8816,653$289,6720.16%
116SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8899,899$285,9820.16%
117AMERICAN INTL GROUP INC COM NEW0268747845,471$284,6010.16%
118LOCKHEED MARTIN CORP COMLMT653$283,2800.16%
119AT&T INC COMT-PC12,686$270,3400.15%
120PROSHARES ULTRA QQQ74347R2066,432$269,8220.15%
121VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464062,596$266,6870.15%
122ISHARES CYBERSECURITY & TECH ETF46435U1357,135$254,4340.14%
123UTILITIES SELECT SECTOR SPDR FUND81369Y8863,454$248,1700.14%
124VISA INC COM CL AV1,231$245,2300.14%
125DEVON ENERGY CORP NEW COM25179M1034,439$244,6330.14%
126INVESCO BULLETSHARES 2023 CORP BD ETFIVZ11,620$243,5550.14%
127INVESCO S&P 500 TOP 50 ETFIVZ800$231,1600.13%
128SPDR S&P METALS & MINING ETF78464A7555,234$228,2550.13%
129BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8784,559$227,9840.13%
130INTERNATIONAL BUSINESS MACHS COMINTR1,556$219,6670.12%
131AMGEN INC COMAMGN891$218,7850.12%
132FORD MTR CO DEL COM34537086018,641$211,0160.12%
133ISHARES MSCI USA VALUE FACTOR ETF46432F3882,228$202,9930.11%
134BRISTOL-MYERS SQUIBB CO COMCELG-RI2,621$201,4590.11%
135ON SEMICONDUCTOR CORP COMON4,217$197,5240.11%
136WASTE MGMT INC DEL COM94106L1091,242$193,3170.11%
137ABBOTT LABS COMABLZF1,748$192,7650.11%
138VANECK PHARMACEUTICAL ETF92189F6922,487$192,1460.11%
139BOEING CO COMBA-PA1,328$185,8350.10%
140ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF4642886121,750$185,6580.10%
141ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,603$184,9690.10%
142ISHARES RUSSELL 2000 ETF4642876551,077$184,6090.10%
143SEMPRA COMSREA1,189$182,5830.10%
144ISHARES GLOBAL TECH ETF4642872913,985$181,5960.10%
145UNITED PARCEL SERVICE INC CL BUPS981$181,4750.10%
146AMERICAN EXPRESS CO COMAXP1,254$176,0620.10%
147SERVICE CORP INTL COM8175651042,493$174,5100.10%
148MASTERCARD INCORPORATED CL AMA547$174,0770.10%
149SPDR GOLD SHARESGLD1,034$174,0430.10%
150SPDR PORTFOLIO EMERGING MARKETS ETF78463X5094,934$170,5680.10%
151ENPHASE ENERGY INC COMENPH838$164,0130.09%
152INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,789$157,6110.09%
153ALCOA CORP COMAA3,507$157,0430.09%
154DANAHER CORPORATION COM235851102604$155,8620.09%
155SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8534,187$152,0720.09%
156PNC FINL SVCS GROUP INC COM693475105928$149,6860.08%
157ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF4642872421,301$144,5670.08%
158GENERAL MLS INC COM3703341041,879$142,4090.08%
159ISHARES EXPANDED TECH SECTOR ETF464287549481$142,0100.08%
160DOCUSIGN INC COMDOCU2,309$141,3570.08%
161DARDEN RESTAURANTS INC COMDRI1,207$138,0200.08%
162SOUTHWEST AIRLS CO COM8447411083,753$137,8730.08%
163CANO HEALTH INC COM CL A13781Y20229,856$137,3380.08%
164HONEYWELL INTL INC COM438516106784$137,2860.08%
165PRUDENTIAL FINL INC COMPUKPF1,409$137,2650.08%
166TRAVELERS COMPANIES INC COMTRV800$136,9440.08%
167TJX COS INC NEW COM8725401092,427$136,0090.08%
168HUMANA INC COMHUM273$130,7560.07%
169INVENTRUST PPTYS CORP COM NEW46124J2014,992$129,7420.07%
170ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,494$126,4370.07%
171AMERICAN AIRLS GROUP INC COM02376R1029,441$123,9600.07%
172CATERPILLAR INC COMCAT681$121,4150.07%
173VANGUARD TOTAL STOCK MARKET ETF922908769624$118,9410.07%
174INVESCO S&P 500 EQUAL WEIGHT ETFIVZ853$115,8970.07%
175MARRIOTT INTL INC NEW CL A571903202830$115,5190.07%
176CROWDSTRIKE HLDGS INC CL ACRWD643$115,2580.07%
177MONDELEZ INTL INC CL A6092071051,813$114,8350.06%
178STARBUCKS CORP COMSBUX1,444$114,4800.06%
179INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ6,225$112,6730.06%
180PLUG POWER INC COM NEWPLUG6,485$111,4120.06%
181DELTA AIR LINES INC DEL COM NEWDAL3,651$107,7780.06%
182BEST BUY INC COMBBY1,590$106,1640.06%
183ALBEMARLE CORP COMALB-PA517$106,0630.06%
184BLACKSTONE INC COMBX1,142$106,0120.06%
185ISHARES SELECT DIVIDEND ETF464287168868$103,4830.06%
186VANGUARD SMALL-CAP ETF922908751574$102,5160.06%
187GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y6244,728$101,1320.06%
188COSTCO WHSL CORP NEW COM22160K105205$99,5810.06%
189THE CIGNA GROUP COM125523100369$98,9030.06%
190T-MOBILE US INC COMTMUSZ718$98,2300.06%
191COMCAST CORP NEW CL ACCZ2,358$95,0040.05%
192KIMBERLY-CLARK CORP COMKMB691$94,5010.05%
193PHILIP MORRIS INTL INC COM718172109929$92,6400.05%
194ISHARES MORNINGSTAR SMALL CAP VALUE ETF4642887031,800$91,9090.05%
195THERMO FISHER SCIENTIFIC INC COMTMO167$91,5610.05%
196LINDE PLC SHSLIN319$91,0550.05%
197ROYAL CARIBBEAN GROUP COMV7780T1032,572$90,7660.05%
198NORFOLK SOUTHN CORP COM655844108396$90,5060.05%
199TRIMBLE INC COMTRMB1,522$88,2610.05%
200SANOFI SPONSORED ADRSNYNF1,727$88,0940.05%
201CORTEVA INC COMCTVA1,598$86,4840.05%
202LITHIUM AMERICAS ARGENTINA COR COM SHS53681K1004,259$85,6910.05%
203DOLLAR GEN CORP NEW COM256677105346$85,2370.05%
204SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8472,110$84,7590.05%
205ENERGY SELECT SECTOR SPDR FUND81369Y5061,164$84,4830.05%
206VANGUARD MID-CAP ETF922908629423$84,4270.05%
207AMERICAN TOWER CORP NEW COM03027X100326$84,2380.05%
208PHILLIPS 66 COMPSX987$83,2730.05%
209ISHARES BIOTECHNOLOGY ETF464287556689$82,7970.05%
210SPDR S&P INSURANCE ETF78464A7892,130$81,8990.05%
211TYSON FOODS INC CL ATSN960$81,8400.05%
212WELLS FARGO CO NEW COM9497461012,021$80,6780.05%
213FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176854$80,0540.05%
214ISHARES CORE AGGRESSIVE ALLOCATION ETF4642898591,325$79,8310.05%
215SHOPIFY INC CL ASHOP2,520$79,1530.04%
216ISHARES CONVERTIBLE BOND ETF46435G1021,132$78,7190.04%
217MORGAN STANLEY COM NEWMS-PQ1,020$78,2850.04%
218DOLLAR TREE INC COMDLTR500$78,1350.04%
219INTUITIVE SURGICAL INC COM NEWISRG379$78,1120.04%
220ARCHER DANIELS MIDLAND CO COMADM993$75,8900.04%
221FIRST SOLAR INC COMFSLR1,089$74,2150.04%
222NIKE INC CL BNKE727$73,5580.04%
223AEROJET ROCKETDYNE HLDGS INC COM0078001051,778$73,2000.04%
224HARLEY DAVIDSON INC COMHOG2,244$71,7860.04%
225ZOETIS INC CL AZTS411$71,6000.04%
226MID-AMER APT CMNTYS INC COM59522J103404$70,8820.04%
227SYSCO CORP COMSYY819$70,6960.04%
228SPDR S&P INTERNATIONAL SMALL CAP ETF78463X8712,365$68,4190.04%
229DISCOVER FINL SVCS COM254709108700$68,3830.04%
230LAM RESEARCH CORP COMLRCX173$68,3060.04%
231VANGUARD FTSE EUROPE ETF9220428741,278$67,5550.04%
232D R HORTON INC COM23331A109963$67,4970.04%
233CAPITAL ONE FINL CORP COM14040H105631$67,4030.04%
234CDW CORP COMCDW416$65,3120.04%
235S&P GLOBAL INC COMSPGI190$65,2670.04%
236ALTRIA GROUP INC COMMO1,538$65,0160.04%
237MOTOROLA SOLUTIONS INC COM NEWMSI308$64,7050.04%
238FINWARD BANCORP COMFNWD1,707$63,9270.04%
239SPDR S&P AEROSPACE & DEFENSE ETF78464A631624$63,5980.04%
240SHELL PLC SPON ADSRYDAF1,215$63,0740.04%
241PPG INDS INC COM693506107532$62,7020.04%
242FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6051,496$62,6080.04%
243WISDOMTREE U.S. SMALLCAP FUNDWT1,500$62,4900.04%
244AON PLC SHS CL AAON222$60,8100.03%
245SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,817$60,6330.03%
246COINBASE GLOBAL INC COM CL ACOIN1,233$60,4660.03%
247GLACIER BANCORP INC NEW COMGBCI1,239$59,7450.03%
248SMUCKER J M CO COM NEW832696405454$59,6900.03%
249ISHARES CORE 10 YEAR USD BOND ETF4642894791,065$59,6600.03%
250ISHARES GOLD TRUSTIAU1,724$59,1330.03%
251GE AEROSPACE COM NEW369604301924$58,7110.03%
252METLIFE INC COMMET-PF908$57,8210.03%
253WATERS CORP COM941848103168$56,8890.03%
254PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467655$56,6590.03%
255GSK PLC SPONSORED ADRGLAXF1,275$55,7810.03%
256ZEBRA TECHNOLOGIES CORPORATION CL AZBRA185$55,3780.03%
257SKYWORKS SOLUTIONS INC COMSWKS606$55,2190.03%
258CADENCE DESIGN SYSTEM INC COMCDNS346$51,7750.03%
259ISHARES CORE U.S. AGGREGATE BOND ETF464287226503$51,4770.03%
260ADOBE INC COMADBE138$50,8500.03%
261INTUIT COMINTU129$50,0920.03%
262SCHWAB CHARLES CORP COMSCHW-PJ766$48,9630.03%
263TOTALENERGIES SE SPONSORED ADSTTE900$47,5470.03%
264GENERAL MTRS CO COM37045V1001,466$47,1970.03%
265BLINK CHARGING CO COMBLNK2,924$46,6090.03%
266KEYCORP COM4932671082,648$46,3400.03%
267LOWES COS INC COM548661107261$46,2910.03%
268CARNIVAL CORP PAIRED CTFCUKPF5,245$46,2610.03%
269SPDR BLACKSTONE SENIOR LOAN ETF78467V6081,082$45,0440.03%
270HUNT J B TRANS SVCS INC COM445658107280$44,7640.03%
271FEDEX CORP COMFDX200$44,7220.03%
272SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,435$43,2010.02%
273ISHARES RUSSELL 1000 ETF464287622201$42,2180.02%
274ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580728$42,0130.02%
275BANK NEW YORK MELLON CORP COM064058100981$41,6140.02%
276VERTEX PHARMACEUTICALS INC COMVRTX144$41,3740.02%
277BUNGE GLOBAL SA COM SHSBG449$40,8370.02%
278AMERICAN HOMES 4 RENT CL AAMH-PG1,141$40,5630.02%
279CONOCOPHILLIPS COMCOP444$40,3950.02%
280AIR PRODS & CHEMS INC COMAIIR163$39,5680.02%
281UNILEVER PLC SPON ADR NEWUNLYF840$38,8840.02%
282CMS ENERGY CORP COMCMS-PC557$38,4500.02%
283SENSUS HEALTHCARE INC COMSRTS5,000$38,2000.02%
284PACKAGING CORP AMER COM695156109275$38,1560.02%
285STATE STR CORP COMSTT-PG600$38,0280.02%
286GENUINE PARTS CO COMGPC284$37,8710.02%
287BAXTER INTL INC COM071813109577$37,8140.02%
288BOISE CASCADE CO DEL COMBCC623$37,7410.02%
289XENIA HOTELS & RESORTS INC COMXHR2,528$36,9090.02%
290ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281423$36,4930.02%
291ISHARES S&P SMALL-CAP 600 VALUE ETF464287879402$36,1840.02%
292CLOROX CO DEL COMCLX250$35,9750.02%
293SPDR DOW JONES REIT ETF78464A607370$35,7790.02%
294ROKU INC COM CL AROKU423$35,4940.02%
295ISHARES U.S. BASIC MATERIALS ETF464287838295$34,8040.02%
296ISHARES RUSSELL 1000 VALUE ETF464287598235$34,4930.02%
297MODERNA INC COMMRNA230$34,4890.02%
298NEWMONT CORP COMNEMCL563$34,4390.02%
299INVESCO S&P 500 PURE GROWTH ETFIVZ229$33,9630.02%
300PRINCIPAL FINANCIAL GROUP INC COMPFG500$33,8850.02%
301SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663370$33,8290.02%
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309VANECK INTERMEDIATE MUNI ETF92189H201680$31,1440.02%
310WELLS FARGO CO NEW PERP PFD CNV A94974680425$30,7440.02%
311SAP SE SPON ADRSAPGF337$30,5660.02%
312AXCELIS TECHNOLOGIES INC COM NEWACLS622$29,8250.02%
313KRAFT HEINZ CO COMKHC770$29,7530.02%
314NORTHROP GRUMMAN CORP COMNOC61$29,6690.02%
315SPDR S&P TRANSPORTATION ETF78464A532425$29,0870.02%
316VANGUARD SMALL CAP VALUE ETF922908611190$28,8690.02%
317FRONTIER COMMUNICATIONS PARENT COM35909D1091,114$27,9060.02%
318NUVVE HOLDING CORP COM NEWNVVE6,640$27,8220.02%
319VANGUARD COMMUNICATION SERVICES ETF92204A884291$27,6510.02%
320VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870338$27,2770.02%
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322REGENERON PHARMACEUTICALS COMREGN44$26,1980.01%
323EMERSON ELEC CO COMEMR319$25,6350.01%
324PAYPAL HLDGS INC COMPYPL359$25,6330.01%
325OPPENHEIMER HLDGS INC CL A NON VTGOPY750$25,3430.01%
326BP PLC SPONSORED ADRBPPFF868$24,5560.01%
327PACER TRENDPILOT US LARGE CAP ETF69374H105648$24,3390.01%
328INTERCONTINENTAL EXCHANGE INC COM45866F104255$24,2840.01%
329INVESCO FTSE RAFI US 1000 ETFIVZ161$24,1470.01%
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332BLACKROCK INC COMBLK37$22,8180.01%
333SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X863796$22,4790.01%
334REPUBLIC SVCS INC COM760759100168$22,3510.01%
335CHARTER COMMUNICATIONS INC NEW CL A16119P10846$22,1220.01%
336SPDR S&P 600 SMALL CAP GROWTH ETF78464A201308$21,8740.01%
337WISDOMTREE GLOBAL HIGH DIVIDEND FUNDWT468$21,6760.01%
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340GLOBAL NET LEASE INC COM NEWGNL-PE1,423$20,4630.01%
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342VANGUARD ENERGY ETF92204A306201$20,2390.01%
343CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407144$20,2310.01%
344AGCO CORP COMAGCO200$20,1240.01%
345SCHWAB U.S. REIT ETF808524847930$19,9580.01%
346ELEVANCE HEALTH INC COMELV41$19,9250.01%
347INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ499$19,9250.01%
348GILEAD SCIENCES INC COMGILD317$19,7680.01%
349WARNER BROS DISCOVERY INC COM SER AWBD1,354$19,2950.01%
350SOLAREDGE TECHNOLOGIES INC COMSEDG69$19,0650.01%
351BROADCOM INC COMAVGO39$18,6360.01%
352MICRON TECHNOLOGY INC COMMU347$18,6170.01%
353PALANTIR TECHNOLOGIES INC CL APLTR2,000$18,5400.01%
354BOOZ ALLEN HAMILTON HLDG CORP CL ABAH195$18,1040.01%
355INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ114$17,7060.01%
356GLOBAL PMTS INC COM37940X102153$17,0770.01%
357CBIZ INC COMCBZ406$16,4710.01%
358ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646321$16,2880.01%
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360SPDR ICE PREFERRED SECURITIES ETF78464A292450$16,2360.01%
361PUBLIC STORAGE OPER CO COMPSA-PS50$15,8690.01%
362BIONTECH SE SPONSORED ADSBNTX100$15,7500.01%
363SALESFORCE INC COMCRM93$15,6430.01%
364CROWN CASTLE INC COMCCI88$15,3230.01%
365ISHARES ESG ADVANCED MSCI USA ETF46436E767505$15,1650.01%
366ACCENTURE PLC IRELAND SHS CLASS AACN54$15,1550.01%
367QIAGEN NV SHS NEWQGEN314$15,0250.01%
368FOUR CORNERS PPTY TR INC COM35086T109550$14,9820.01%
369VANGUARD TAX-EXEMPT BOND ETF922907746288$14,4230.01%
370ISHARES U.S. INDUSTRIALS ETF464287754160$14,2640.01%
371GOLD FIELDS LTD SPONSORED ADRGFIOF1,470$13,7740.01%
372SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359210$13,6060.01%
373VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768260$13,4130.01%
3743M CO COMMMM104$13,3630.01%
375GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF475$13,2290.01%
376ONEOK INC NEW COMOKE230$13,0530.01%
377AVALONBAY CMNTYS INC COMAWX65$12,7560.01%
378INVESCO S&P 500 LOW VOLATILITY ETFIVZ200$12,5960.01%
379AMERICAN WTR WKS CO INC NEW COM03042010380$12,2740.01%
380VANGUARD VALUE ETF92290874490$11,9890.01%
381TRACTOR SUPPLY CO COMTSCO60$11,7790.01%
382ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E619261$11,5470.01%
383NICE LTD SPONSORED ADRNCSYF59$11,3990.01%
384PEMBINA PIPELINE CORP COMPPLOF319$11,3280.01%
385ADVANCE AUTO PARTS INC COMAAP65$11,2870.01%
386CHUBB LIMITED COMCB56$11,0840.01%
387F N B CORP COM3025201011,000$11,0400.01%
388VIATRIS INC COMVTRS997$10,6780.01%
389ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W705118$10,6730.01%
390VANGUARD FTSE EMERGING MARKETS ETF922042858257$10,6560.01%
391INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ196$10,5510.01%
392SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF808524748343$10,4750.01%
393MEDPACE HLDGS INC COMMEDP70$10,4720.01%
394VANGUARD DIVIDEND APPRECIATION ETF92190884472$10,4280.01%
395KEURIG DR PEPPER INC COMKDP288$10,3880.01%
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397INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ564$10,2030.01%
398ENTERPRISE PRODS PARTNERS L P COM293792107414$10,1970.01%
399ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639322$10,1720.01%
400LEIDOS HOLDINGS INC COMLDOS99$10,1430.01%
401BLACKROCK SHORT DURATION BOND ETF46431W507200$9,8460.01%
402SCHWAB U.S. SMALL-CAP ETF808524607248$9,7910.01%
403ISHARES MSCI KLD 400 SOCIAL ETF464288570135$9,7820.01%
404ADVANCED MICRO DEVICES INC COMAMD131$9,6510.01%
405BLOCK INC CL ABSQKZ150$9,5850.01%
406SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367386$9,3880.01%
407THOMSON REUTERS CORP. COMTMSOF90$9,3250.01%
408INVESCO PREFERRED ETFIVZ748$9,3200.01%
409ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663287$9,1500.01%
410FIRST TRUST HEALTH CARE ALPHADEX FUND33734X14386$9,0230.01%
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412SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888274$8,5820.00%
413WALGREENS BOOTS ALLIANCE INC COM931427108210$8,0980.00%
414CORNING INC COMGLW250$7,9780.00%
415HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105561$7,9380.00%
416SONY GROUP CORP SPONSORED ADRSNEJF97$7,9310.00%
417ANALOG DEVICES INC COMADI55$7,8600.00%
418ARES CAPITAL CORP COMARCC415$7,8270.00%
419ROCKWELL AUTOMATION INC COMROK39$7,7500.00%
420ISHARES RUSSELL 1000 GROWTH ETF46428761435$7,7360.00%
421HOULIHAN LOKEY INC CL AHLI97$7,5980.00%
422HEICO CORP NEW COMHEI-A57$7,5950.00%
423CATALENT INC COM14880610269$7,3840.00%
424QUALYS INC COMQLYS56$7,2720.00%
425TERADYNE INC COMTER83$7,1210.00%
426GALLAGHER ARTHUR J & CO COM36357610943$7,0790.00%
427BIO RAD LABS INC CL A09057220714$7,0330.00%
428STARWOOD PPTY TR INC COMSTHO330$7,0030.00%
429MONOLITHIC PWR SYS INC COM60983910519$6,9340.00%
430ISHARES ESG ADVANCED MSCI EAFE ETF46436E759133$6,9070.00%
431RITE AID CORP COM7677548721,000$6,8500.00%
432FS KKR CAP CORP COMFSK345$6,8310.00%
433ARISTA NETWORKS INC COMANET73$6,8190.00%
434WEST PHARMACEUTICAL SVSC INC COM95530610522$6,7700.00%
435ARES MANAGEMENT CORPORATION CL A COM STKARES-PB115$6,7330.00%
436ISHARES GLOBAL UTILITIES ETF464288711109$6,7050.00%
437SPDR S&P MIDCAP 400 ETF TRUSTMDY16$6,7020.00%
438ALEXANDRIA REAL ESTATE EQ INC COM01527110945$6,6660.00%
439VANECK BIOTECH ETF92189F72644$6,5600.00%
440NIO INC SPON ADSNIOIF300$6,4080.00%
441MEDTRONIC PLC SHSMDT70$6,3970.00%
442DEERE & CO COMDE21$6,3340.00%
443GREYSTONE HOUSING IMPACT INVES BEN UNIT CTFGHI342$6,2930.00%
444WEYERHAEUSER CO MTN BE COM NEWWY184$6,2520.00%
445TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910081$6,2370.00%
446REAL ESTATE SELECT SECTOR SPDR FUND81369Y860145$6,0310.00%
447STERIS PLC SHS USDSTE28$5,9070.00%
448ARK GENOMIC REVOLUTION ETF00214Q302180$5,9000.00%
449ISHARES GLOBAL FINANCIALS ETF46428733386$5,6980.00%
450TARGET CORP COMTGT39$5,5530.00%
451ISHARES ESG AWARE MSCI EAFE ETF46435G51687$5,4710.00%
452ARK INNOVATION ETF00214Q104128$5,2760.00%
453ISHARES CORE MSCI EMERGING MARKETS ETF46434G103108$5,2600.00%
454ROPER TECHNOLOGIES INC COMROP13$5,2090.00%
455PALO ALTO NETWORKS INC COMPANW10$5,0830.00%
456BIO-TECHNE CORP COMTECH14$4,9450.00%
457KAYNE ANDERSON ENERGY INFRSTR COM486606106589$4,9420.00%
458ROYALTY PHARMA PLC SHS CLASS ARPRX115$4,9150.00%
459JD.COM INC SPON ADR CL AJDCMF70$4,6170.00%
460ZIMMER BIOMET HOLDINGS INC COMZBH42$4,5050.00%
461CUMMINS INC COMCMI23$4,4650.00%
462AMERICAN STRATEGIC INVEST CO COM CL A649439205852$4,3540.00%
463AUTOZONE INC COMAZO2$4,3200.00%
464NETFLIX INC COMNFLX24$4,3190.00%
465CONDUENT INC COMCNDT1,000$4,2900.00%
466OMNICELL COM COMOMCL37$4,2690.00%
467EVERCORE INC CLASS AEVR44$4,1410.00%
468NEWS CORP NEW CL ANWSLL255$4,0160.00%
469RELIANCE INC COMRS23$3,9350.00%
470SIBANYE STILLWATER LTD SPONSORED ADRSBYSF388$3,9340.00%
471VANECK SEMICONDUCTOR ETF92189F67620$3,9200.00%
472INVESCO WATER RESOURCES ETFIVZ83$3,8970.00%
473WATSCO INC COMWSO-B16$3,8560.00%
474POWER INTEGRATIONS INC COMPOWI52$3,6460.00%
475ISHARES GLOBAL CONSUMER STAPLES ETF46428873762$3,6210.00%
476IRIDIUM COMMUNICATIONS INC COMIRDM94$3,5850.00%
477ASANA INC CL AASAN200$3,5760.00%
478BALCHEM CORP COMBCPC27$3,5200.00%
479HELEN OF TROY LTD COMHELE21$3,4820.00%
480OLLIES BARGAIN OUTLET HLDGS IN COM68111610955$3,3730.00%
481GRAPHIC PACKAGING HLDG CO COMGPK148$3,1640.00%
482FISERV INC COMFISV34$3,1480.00%
483ISHARES RUSSELL 2000 GROWTH ETF46428764815$3,1220.00%
484BURLINGTON STORES INC COMBURL22$3,0360.00%
485KYNDRYL HLDGS INC COMMON STOCKKD300$3,0120.00%
486TEXAS ROADHOUSE INC COMTXRH40$3,0120.00%
487SPDR S&P BANK ETF78464A79766$2,9450.00%
488FREEPORT-MCMORAN INC CL BFCX100$2,9200.00%
489SCHWAB U.S. LARGE-CAP ETF80852420164$2,8880.00%
490U.S. GLOBAL JETS ETF26922A842167$2,8110.00%
491ISHARES DOW JONES U.S. ETF46428784630$2,8000.00%
492IDEX CORP COM45167R10415$2,7550.00%
493GARTNER INC COMIT11$2,6870.00%
494CARRIER GLOBAL CORPORATION COMCARR74$2,6640.00%
495OTIS WORLDWIDE CORP COMOTIS37$2,6600.00%
496GLOBUS MED INC CL AGMED46$2,6550.00%
497DOLBY LABORATORIES INC COM CL ADLB37$2,6200.00%
498CASEYS GEN STORES INC COM14752810314$2,6120.00%
499COGNEX CORP COMCGNX60$2,6080.00%
500ICU MED INC COMICUI15$2,5230.00%