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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

Pathway Financial Advisers, LLC

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0002024152-25-000001

Total Value
$296.9M
Positions
435
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (435)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INC COMAVGO41,848$9.7M3.25%
2ENTERPRISE PRODS PARTNERS L P COM293792107270,066$8.5M2.84%
3JPMORGAN CHASE &CO. COMVYLD32,579$7.8M2.62%
4DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0DUKB58,303$6.3M2.10%
5ONEOK INC COM USD0.01OKE59,936$6.0M2.02%
6APPLE INCAAPL23,870$6.0M2.00%
7ABBVIE INC COM USD0.01ABBV32,716$5.8M1.95%
8PEPSICO INCPEP36,154$5.5M1.84%
9CISCO SYSTEMS INCCSCO92,573$5.5M1.84%
10EATON VANCE TAX-MANAGED DIVERS COMETN357,618$5.3M1.79%
11STEEL DYNAMICS INCSTLD45,293$5.2M1.73%
12ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149ENNPF114,423$4.9M1.63%
13LOCKHEED MARTIN CORP COM USD1.00LMT9,844$4.8M1.60%
14REALTY INCOME CORP COMO89,318$4.8M1.60%
15INTERNATIONAL BUS MACH CORP COM USD0.20INTR21,409$4.7M1.58%
16PROCTER AND GAMBLE CO COM74271810925,601$4.3M1.44%
17SOUTHERN COSOMN50,185$4.1M1.38%
18SCHWAB US DIVIDEND EQUITY ETF808524797149,849$4.1M1.37%
19VERIZON COMMUNICATIONS INCVZ101,136$4.0M1.35%
20WALMART INC COMWMT44,679$4.0M1.35%
21MICROSOFT CORPMSFT9,494$4.0M1.34%
22BANK OF NOVA SCOTIA COM NPV ISIN #CA0641491075 SEDOL #207628106414910773,690$4.0M1.33%
23CHEVRON CORP NEW COMCVX26,985$3.9M1.31%
24VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884419,151$3.8M1.26%
25AMGEN INCAMGN13,975$3.6M1.22%
26MCDONALD S CORPMCD11,951$3.5M1.16%
27UNITEDHEALTH GROUP INCUNH6,676$3.4M1.13%
28OMEGA HEALTHCARE INVESTORS INC68193610088,955$3.4M1.13%
29PHILIP MORRIS INTERNATIONAL INC COM NPV71817210926,974$3.2M1.09%
30MEDTRONIC PLCMDT39,805$3.2M1.07%
31RTX CORPORATION COM USD1.00RTX26,377$3.1M1.02%
32JOHNSON &JOHNSON COMJNJ20,138$2.9M0.98%
33AIR PRODUCTS AND CHEMICALS INCAIIR9,914$2.9M0.96%
34HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105222,209$2.8M0.95%
35VICI PPTYS INC COM92565210995,534$2.8M0.93%
36WASTE MANAGEMENT INC94106L10913,714$2.8M0.93%
37CUMMINS INCCMI7,766$2.7M0.91%
38EVERGY INC COMEVRG42,868$2.6M0.88%
39GOLDMAN SACHS GROUP INC COM USD0.01GSCE4,237$2.4M0.81%
40FIDELITY HIGH DIVIDEND ETF31609284048,284$2.4M0.81%
41EMERSON ELECTRIC COEMR19,054$2.4M0.79%
42WESTLAKE CHEM PARTNERS LP COM UNIT RP LPWLK101,780$2.4M0.79%
43MERCK &CO. INC COMMRK22,475$2.2M0.75%
44COCA-COLA COKO34,446$2.1M0.72%
45UNITED PARCEL SERVICE INC CL BUPS16,992$2.1M0.72%
46METLIFE INC COM USD0.01MET-PF26,096$2.1M0.72%
47TRUIST FINL CORP COM89832Q10948,261$2.1M0.70%
48UNILEVER PLC SPON ADR NEWUNLYF36,700$2.1M0.70%
49QUALCOMM INCQCOM13,526$2.1M0.70%
50DIGITAL REALTY TRUST INC25386810311,548$2.0M0.69%
51HOME DEPOT INCHD5,031$2.0M0.66%
52BLACKROCK CORPORATE HIGH YIELD INC COM USD0.10BLK191,011$1.9M0.63%
53NVIDIA CORPORATION COMNVDA13,778$1.9M0.62%
54WP CAREY INC COM92936U10933,860$1.8M0.62%
55TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222TORO34,028$1.8M0.61%
56ABBOTT LABORATORIESABLZF1,384$1.8M0.61%
57AMERICAN ELEC PWR CO INC COM02553710119,412$1.8M0.60%
58ENERGY TRANSFER L P COM UT LTD PTNET-PI89,283$1.7M0.59%
59EXTRA SPACE STORAGE INCEXR11,250$1.7M0.56%
60MARVELL TECHNOLOGY INC COMMRVL15,237$1.7M0.56%
61WEC ENERGY GROUP INC COMWEC17,672$1.7M0.56%
62NORTHROP GRUMMAN CORP COM USD1NOC3,382$1.6M0.53%
63SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124SUNFF26,561$1.6M0.53%
64AMAZON.COM INCAMZN7,117$1.6M0.52%
65BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A3,412$1.5M0.52%
66FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF31609220415,576$1.5M0.51%
67NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0NTR30,145$1.3M0.45%
68GENERAL DYNAMICS CORP COMGD5,115$1.3M0.45%
69PHILLIPS 66PSX11,711$1.3M0.45%
70IRON MTN INC DEL COM46284V10112,619$1.3M0.44%
71UNION PAC CORP COMUNP5,786$1.3M0.44%
72SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY2,250$1.3M0.44%
73VISA INCV4,141$1.3M0.44%
74MPLX LP COM UNIT REP LTDMPLXP27,110$1.3M0.43%
75TEXAS INSTRUMENTS INC COM USD1.008825081046,847$1.3M0.43%
76ESSENTIAL UTILS INC COM29670G10233,487$1.2M0.41%
77GENUINE PARTS CO COM USD1.00GPC10,166$1.2M0.40%
78US BANCORPUSB-PS24,709$1.2M0.40%
79AGREE RLTY CORP COM00849210016,747$1.2M0.40%
80ALEXANDRIA REAL ESTATE EQUITIES COM USD0.0101527110911,656$1.1M0.38%
81BLACKROCK INC COMBLK1,092$1.1M0.37%
82PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46711,241$1.1M0.37%
83BCE INC COM NEW ISIN #CA05534B7604 SEDOL #B188TH2BCPPF48,088$1.1M0.37%
84CORNING INCGLW23,267$1.1M0.37%
85PRUDENTIAL FINANCIAL INCPUKPF9,128$1.1M0.36%
86ALLSTATE CORP COM USD0.01ALL-PJ5,557$1.1M0.36%
87PEOPLES BANCORP INCPEBO33,552$1.1M0.36%
88WESTERN ASSET HIGH INCOME OPPO COMHIO270,390$1.1M0.36%
89CVS HEALTH CORPORATION COM USD0.01CVS23,556$1.1M0.35%
90PFIZER INCPFE38,845$1.0M0.35%
91BROOKFIELD INFRASTRUCTURE PARTN L.PG1625210130,981$984,8690.33%
92ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #27543837800871027,966$959,8790.32%
93NEXTERA ENERGY INC COM USD0.01NEE-PW12,881$923,4220.31%
94ELI LILLY &CO COMLLY1,186$915,4060.31%
95KLA CORP COM NEWKLAC1,429$899,8710.30%
96ALPHABET INC CAP STK CL AGOOG4,676$885,0830.30%
97FIDELITY MSCI HEALTH CARE INDEX ETF31609260013,521$883,5530.30%
98DEERE & CODE2,048$867,4380.29%
99NORFOLK SOUTHN CORP COM6558441083,693$866,6860.29%
100ISHARES SELECT DIVIDEND ETF4642871686,318$829,4100.28%
101NISOURCE INC COM USD0.01NI21,816$801,9270.27%
102AMERICAN EXPRESS CO COM USD0.20AXP2,609$774,1210.26%
103AMERICAN TOWER CORP NEW COM03027X1004,163$763,3800.26%
104STARBUCKS CORP COM USD0.001SBUX8,288$756,2410.25%
105DOW INC COMDOW18,632$747,7000.25%
106SOFI TECHNOLOGIES INC COMSOFI48,497$746,8450.25%
107NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW41,218$733,6800.25%
108ALPHABET INC CAP STK CL CGOOG3,688$702,3170.24%
109LAM RESEARCH CORP COM NEWLRCX9,691$699,9350.23%
110THERMO FISHER SCIENTIFIC INCTMO1,330$691,6720.23%
111LAKELAND FINANCIAL CORP51165610010,028$689,5120.23%
112SERVICENOW INC COM USD0.001NOW596$631,2030.21%
113BANK AMERICA CORP COM06050510414,142$621,5180.21%
114WELLS FARGO CO NEW PERP PFD CNV A949746804508$606,7100.20%
115DOUBLELINE YIELD OPPORTUNITIES COMDLY37,610$595,3600.20%
116ACCENTURE PLCACN1,685$592,7260.20%
117MID-AMER APT CMNTYS INC COM59522J1033,747$579,0270.19%
118REPUBLIC SERVICES INC7607591002,871$577,5210.19%
119EXXON MOBIL CORP COMXOM5,274$567,2610.19%
120VANGUARD INDEX FUNDS S&P 500 ETF USD9229083631,041$560,5550.19%
121NUVEEN MUNICIPAL VALUE FUND INCNU64,746$556,1680.19%
122NNN REIT INC COMNNN12,840$524,5120.18%
123VANECK ETF TRUST PREFERRED SECURT92189F42929,804$514,1190.17%
124BRISTOL-MYERS SQUIBB CO COMCELG-RI9,034$510,9560.17%
125PROSHARES TR S&P MDCP 400 DIV74347B6806,109$492,7380.17%
126ELEVANCE HEALTH INC COMELV1,284$473,6020.16%
127GENERAL MILLS INC COM USD0.103703341047,287$464,6670.16%
128ALBEMARLE CORP COM USD0.01ALB-PA5,352$460,6380.15%
129INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.1254595061015,232$442,2890.15%
130FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD33738R1185,603$439,5920.15%
131CSX CORP COM USD1CSX13,488$435,2510.15%
132EQUINIX INC COMEQIX451$424,9070.14%
133ISHARES TR ISHARES SEMICDTR4642875231,923$414,3710.14%
134HEALTHPEAK PROPERTIES INC COMDOC20,286$411,1970.14%
135SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS81369Y8031,844$406,6450.14%
136FLAH &CRUM TTL RTRN FNDFLC21,966$366,8230.12%
137COSTCO WHOLESALE CORP COM22160K105377$344,9410.12%
138LOWES COMPANIES INC COM USD0.505486611071,327$327,3500.11%
139YUM! BRANDS INCYUM2,180$292,3600.10%
140AMER STATES WTR CO COM0298991013,735$290,2420.10%
141FIDELITY MSCI REAL ESTATE INDEX ETF31609285710,192$275,3860.09%
142KENVUE INC COMKVUE12,697$271,0770.09%
143BLACKSTONE INCBX1,552$267,5900.09%
144STAG INDUSTRIAL INC85254J1027,705$260,5560.09%
145SPDR GOLD TR GOLD SHSGLD1,045$252,9100.08%
146MASTERCARD INCORPORATED CL AMA481$252,8850.08%
147FIDELITY MSCI INDL INDEX ETF3160927093,565$250,6020.08%
148NUVEEN QUALITY MUNCP INCOME FD COMNU20,623$240,4620.08%
149FIDELITY MSCI UTILS INDEX ETF3160928654,907$239,3060.08%
150FIRST MERCHANTS CORPFRMEP5,702$227,4250.08%
151FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923034,532$223,9690.08%
152INVESCO QQQ TR UNIT SER 1IVZ430$219,3680.07%
153FIDELITY NATL INFORMATION SERVICES COM USD0.0131620M1062,642$213,3680.07%
154BLACKROCK MUNIYIELD QUALITY FD COMBLK19,148$211,3880.07%
155TJX COMPANIES INC8725401091,712$206,7960.07%
156BROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28BIPC5,104$204,1800.07%
157BHP GROUP LTD SPON ADS EACH REP 2 ORD SHSBHPLF4,101$200,2390.07%
158SCOTTS MIRACLE-GRO CO CL ASMG2,995$198,6760.07%
159RIGETTI COMPUTING INC COMMON STOCKRGTIW12,907$196,9590.07%
160FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,043$192,6760.06%
161WELLS FARGO CO NEW COM9497461012,597$182,3970.06%
162VANECK ETF TRUST MRNGSTR WDE MOAT92189F6431,817$168,4390.06%
163TESLA INC COMTSLA414$166,9180.06%
164VANGUARD SMALL-CAP INDEX FUND922908751668$160,2730.05%
165HERSHEY COMPANY COM USD1.00HSY937$158,6140.05%
166CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #21806321363751021,521$154,3350.05%
167SCHWAB US LARGE-CAP GROWTH ETF8085243005,460$152,1690.05%
168KELLANOVA COMBEKE1,844$149,2370.05%
169HORIZON BANCORP INC COMHBNC8,996$144,9160.05%
170INVESCO EXCH TRADED FD TR II CEF INM COMPSIIVZ7,551$144,6730.05%
171HORMEL FOODS CORPHRL4,611$144,6260.05%
172NUCOR CORP COM USD0.40NUE1,204$140,5100.05%
173FIDELITY MSCI MATLS INDEX ETF3160928812,908$140,0920.05%
174ISHARES SILVER TR ISHARESSLV5,174$136,2320.05%
175CONSTELLATION ENERGY CORP COMCEG606$135,5100.05%
176INVESCO MUN INCOME OPPRTNTS TR COM USD0.01IVZ22,493$132,7040.04%
177FIDELITY WISE ORIGIN BITCOIN FUNDFBTC1,622$132,2900.04%
178APPLIED MATERIALS INC COM USD0.01038222105791$128,5610.04%
179ILLINOIS TOOL WORKS INC COM452308109474$120,1880.04%
180ANALOG DEVICES INC COMADI566$120,1200.04%
181GRAYSCALE BITCOIN TRUST ETFGBTC1,618$119,7220.04%
182DISNEY WALT CO COM2546871061,062$118,2450.04%
183VERA BRADLEY INCVRA29,906$117,5310.04%
184CATERPILLAR INC COMCAT319$115,6600.04%
185MOLSON COORS BEVERAGE CO CL BTAP-A1,895$108,5790.04%
186WELLTOWER INC COMWELL825$103,8780.03%
187SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A2844,026$102,9720.03%
188VANGUARD WORLD FD CONSUM STP ETF92204A207456$100,9870.03%
189GE AEROSPACE COM NEW369604301589$98,1640.03%
190FLAHERTY &CRUMRINE PFD INCOME COM3384801066,332$97,0380.03%
191ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012ASMLF140$96,8610.03%
192VANGUARD WHITEHALL FDS HIGH DIV YLD921946406750$95,5690.03%
193AES CORP COM USD0.01AES7,316$94,1570.03%
194NUVEEN PFD &INCOME OPPORTUNIT COMNU11,774$92,5370.03%
195CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09CP1,208$87,3560.03%
196FEDEX CORP COM USD0.10FDX309$86,7070.03%
197TIDAL ETF TR SOFI SELECT 500886364173748$81,3670.03%
198ENTERGY CORPENO1,068$80,9100.03%
199VANGUARD MID-CAP VALUE INDEX FUND922908512498$80,4850.03%
200ISHARES MSCI SWITZERLAND ETF4642867491,737$79,8230.03%
201AFLAC INC COMAFL771$79,7190.03%
202L3HARRIS TECHNOLOGIES INC COMLHX375$78,8340.03%
203MONDELEZ INTL INC COM NPV6092071051,311$78,3010.03%
204VANGUARD WORLD FD HEALTH CAR ETF92204A504301$76,2600.03%
205ISHARES INC MSCI AUST ETF4642861033,196$76,2570.03%
206PROLOGIS INC. COMPLDGP722$76,2270.03%
207KROGER CO COM USD1.00KR1,217$74,4030.02%
208FIDELITY MSCI FINLS INDEX ETF3160925011,063$72,9790.02%
209ORACLE CORPORCL-PD437$72,7090.02%
210UNUM GROUPUNMA996$72,6820.02%
211ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP2,707$71,1680.02%
212ISHARES CORE S&P US VALUE ETF464287663756$69,9410.02%
213ALTRIA GROUP INCMO1,307$68,2930.02%
214ULTA BEAUTY INC COMULTA155$67,1610.02%
215TECK RESOURCES LTD ISIN #CA8787422044 SEDOL #2879327TCKRF1,609$65,2110.02%
216EXELON CORP COM NPVEXC1,727$64,9760.02%
217MARATHON PETROLEUM CORP COM USD0.01MARA437$60,9180.02%
218BANK OZK LITTLE ROCK ARK COMOZKAP1,349$60,0380.02%
219ETF SER SOLUTIONS DEFIANCE CONNECT26922A2891,219$58,0810.02%
220NOVARTIS AG SPONSORED ADRNVSEF594$57,7640.02%
221BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY1104481071,588$57,6430.02%
222VANGUARD WORLD FD INF TECH ETF92204A70293$57,5920.02%
223FIRST TRUST US EQUITY OPPORTUNITIES ETF336920103471$56,2180.02%
224FIDELITY BLUE CHIP GROWTH ETF3160923521,211$56,0010.02%
225J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM46641Q332969$55,7240.02%
226KIMBERLY-CLARK CORP COMKMB424$55,4530.02%
227INTEL CORP COM USD0.001INTC2,762$55,3680.02%
228FIDELITY MSCI ENERGY INDEX ETF3160924022,310$55,0570.02%
229RUMBLE INC COM CL ARUMBW4,220$54,9030.02%
230BLACKROCK MUNIVEST FUND INCBLK7,793$54,8620.02%
231BLACKROCK MUNIASSETS FUND INCBLK4,937$54,4990.02%
232MIDDLESEX WTR CO COM596680108995$52,3280.02%
233AUTOMATIC DATA PROCESSING INC COMADP177$51,7150.02%
234PUBLIC STORAGE OPER CO COMPSA-PS169$50,5050.02%
235CARRIER GLOBAL CORPORATION COMCARR733$50,0130.02%
236GE VERNOVA INC COMGEV152$49,9980.02%
237ISHARES TR US HLTHCR PR ETF4642888281,024$49,1240.02%
238YUM CHINA HLDGS INC COMYUMC985$47,4190.02%
239VANGUARD MID-CAP INDEX FUND922908629179$47,1530.02%
240BLACKROCK MUNICIPAL INCOME FUND INC COM USD0.10BLK3,855$46,7110.02%
241BLACKROCK MUNIYIELD QUALITY FUND INCBLK4,053$46,6870.02%
242FIRST TR VALUE LINE DIVID INDE SHS33734H1061,052$45,9020.02%
243DOMINION ENERGY INC COMD841$45,2690.02%
244ISHARES CORE S&P MID-CAP ETF464287507707$43,9980.01%
245HONEYWELL INTERNATIONAL INC COM USD1438516106194$43,8010.01%
246KINDER MORGAN INC COM USD0.01EP-PC1,588$43,4980.01%
247RIO TINTO ADR EACH REP 1 ORDRTNTF731$42,9690.01%
248EA SERIES TRUST STRIVE US ENERGY02072L7221,561$42,5600.01%
249FORTUNE BRANDS INNOVATIONS INC COFBIN600$40,9980.01%
250EVERSOURCE ENERGYES712$40,8910.01%
251INDEPENDENCE REALTY TRUST INC COM USD0.0145378A1061,965$38,9820.01%
252CONOCOPHILLIPS COMCOP391$38,7350.01%
253ADVANCED MICRO DEVICES INCAMD315$38,0050.01%
254WISDOMTREE TR US HIGH DIVIDENDWT407$37,9900.01%
255AMEREN CORP COM USD0.01AEE424$37,7290.01%
256VANECK ETF TRUST SEMICONDUCTR ETF92189F676154$37,0960.01%
257XYLEM INC COM USD0.01XYL318$36,8660.01%
258TRAVELERS COMPANIES INC COM STK NPVTRV151$36,3750.01%
259DOLLAR GEN CORP NEW COM256677105472$35,7550.01%
260GRAYSCALE ETHEREUM TRUST ETF3896381071,261$35,3340.01%
261ISHARES BITCOIN TRUST ETFIBIT665$35,2360.01%
262FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF316092873591$34,6800.01%
263BLACK HILLS CORPBKH592$34,6330.01%
264MARTIN MARIETTA MATERIALS INC COM USD0.0157328410667$34,5760.01%
265SCHWAB STRATEGIC TR US TIPS ETF8085248701,298$33,5170.01%
266BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009063671101341$33,0040.01%
267WESTLAKE CORPORATION COM USD0.01WLK284$32,5210.01%
268PALO ALTO NETWORKS INC COM USD0.0001PANW178$32,3870.01%
269LABCORP HOLDINGS INC COM SHSLH138$31,4200.01%
270NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTNU2,490$30,2970.01%
271FIRST TR MORNINGSTAR DIVID LEA SHS336917109736$29,6310.01%
272GLOBAL X FDS RBTCS ARTFL INTE37954Y715925$29,5280.01%
273SELECT SECTOR SPDR TR INDL81369Y704220$28,8720.01%
274INVESCO EXCH TRADED FD TR II S&P500 HDL VOLIVZ591$28,5420.01%
275VANGUARD REAL ESTATE ETF922908553320$28,5060.01%
276VALERO ENERGY CORP COMVLO229$28,0490.01%
277KKR &CO INC COMKKRT186$27,5060.01%
278CHUBB LIMITED COM NPV ISIN #CH0044328745CB100$27,4690.01%
279NETFLIX INCNFLX31$27,4670.01%
280CULLEN/FROST BANKERS INCCFR-PB202$27,1000.01%
281AIRBNB INC COM CL AABNB200$26,2820.01%
282ROCKWELL AUTOMATION INC COM USD1ROK92$26,2730.01%
283IONQ INC COMIONQ-WT618$25,8140.01%
284NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLTNMPWP429$25,4750.01%
285MICROCHIP TECHNOLOGY INC. COMMCHPP442$25,3110.01%
286CARPENTER TECHNOLOGY CORPCRS149$25,2870.01%
287SERVICE CORPORATION INTERNATIONAL COM USD1.00817565104317$25,2280.01%
288UMH PPTYS INC COM9030021031,313$24,7810.01%
289VISTRA CORP COMVST179$24,5640.01%
290CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308308$24,1470.01%
291ROYCE SMALL CAP TRUST INC COMRVT1,495$23,6150.01%
292TOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLTOYOF120$23,2400.01%
293TOTAL ENERGIES SETTE425$23,1630.01%
294SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788536$23,1590.01%
295META PLATFORMS INC CLASS A COMMON STOCKMETA40$23,0970.01%
296CHART INDS INC COM16115Q308121$23,0920.01%
297SPDR SER TR S&P BK ETF78464A797405$22,4260.01%
298DORCHESTER MINERALS LP COM UNITDMLP672$22,3810.01%
299ARES CAPITAL CORP COMARCC1,004$21,9650.01%
300HUNTINGTON BANCSHARES INC COM USD0.01HBANP1,327$21,5790.01%
301GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC276$21,5780.01%
302HEALTHCARE RLTY TR CL A COM42226K1051,262$21,3840.01%
303CADENCE DESIGN SYSTEMS INC COM USD0.01CDNS70$21,0330.01%
304CONSOLIDATED EDISON INC COM USD0.10ED236$20,9930.01%
305STRYKER CORPORATION COMSYK58$20,6990.01%
306SCHWAB CHARLES CORP COMSCHW-PJ268$19,7960.01%
307VULCAN MATERIALS CO92916010977$19,6410.01%
308LEONARDO DRS INC COMDRS600$19,3860.01%
309NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2NEMCL506$18,8230.01%
310ZIMMER BIOMET HOLDINGS INC COMZBH179$18,8040.01%
311PAYPAL HLDGS INC COMPYPL219$18,6920.01%
312ADOBE INC COMADBE42$18,6770.01%
313ASTRAZENECA PLC SPON ADR EACH REP 0.50 ORD SHSAZN284$18,6080.01%
314HARTFORD FINANCIAL SERVICES GRP INC COM USD0.01HIG-PG169$18,4190.01%
315FORD MTR CO DEL COM3453708601,841$18,2260.01%
316SIMON PROPERTY GROUP INC828806109106$18,1390.01%
317HERCULES CAPITAL INCHCXY837$16,8070.01%
318ISHARES TR US TRSPRTION464287192248$16,7580.01%
319VANGUARD S&P 500 GROWTH ETF92193250546$16,7160.01%
320EA SERIES TRUST STRIVE 500 ETF02072L680442$16,6740.01%
321VOYA GLBL ADV &PREM OPP FD COM92912R1041,800$16,5600.01%
322FS KKR CAP CORP COMFSK755$16,3940.01%
323DELTA AIR LINES INCDAL270$16,2920.01%
324ARROWMARK FINANCIAL CORP COMBANX750$15,7370.01%
325SCHLUMBERGER LIMITED COM USD0.01SLB394$15,0740.01%
326ISHARES TR IBOXX HI YD ETF464288513189$14,8040.00%
327ARQIT QUANTUM INC COM USD0.0025(POST REV SPT)ARQQW375$14,5650.00%
328ISHARES TR MSCI USA MIN VOL46429B697163$14,4550.00%
329WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5WPM253$14,2100.00%
330GABELLI UTILITY TRUST COM USD0.00136240A1012,780$13,9800.00%
331VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS92290873635$13,9730.00%
332ISHARES TR US HLTHCR PR ETF464288828285$13,6780.00%
333EATON VANCE RISK-MANAGED DIVER COMETN1,462$13,6060.00%
334CITIGROUP INCC-PR192$13,5120.00%
335ISHARES TR ISHARES BIOTECH464287556102$13,4860.00%
336GRAYSCALE BITCOIN MINI TR ETF SHS NEW389930207320$13,3990.00%
337ISHARES TR RUS 1000 GRW ETF46428761434$13,3320.00%
338VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876946$13,2720.00%
339NXP SEMICONDUCTORS NVNXPI64$13,2670.00%
340MCCORMICK &COMPANY INC COM NPVMKC-V172$13,1140.00%
341ALPS SECTOR DIVIDEND DOGS ETF00162Q858232$13,1110.00%
342PROSHARES TRUST INVESTMENT GRADE INTEREST RATE HEDGED74347B607165$12,8850.00%
343EVEREST GROUP LTD COM STK USD0.01EG35$12,6870.00%
344C3 AI INC CL AAI365$12,5670.00%
345CUSTOM TRUCK ONE SOURCE INC COM CL ACTOS2,606$12,5350.00%
346TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD1087403910064$12,5050.00%
347REXFORD INDUSTRIAL REALTY IN76169C100324$12,5000.00%
348VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR92290874472$12,0900.00%
349LAZARD GLOBAL TOTAL RETURN &I COMLAZ750$11,9850.00%
350INVESCO EXCHANGE TRADED FD TR S&P500 QUALITYIVZ177$11,8510.00%
351ISHARES TRUST CORE DIVID GWTH46434V621193$11,7980.00%
352GLOBAL X FDS NASDAQ 100 COVER37954Y483643$11,7080.00%
353ISHARES TR US AER DEF ETF46428876081$11,6810.00%
354AEGON LIMITED AMER REGD CERT(1 SH EUR0.12)AEFC1,972$11,6160.00%
355AMERICAN WATER WORKS COMPANY INC COM USD0.0103042010394$11,5850.00%
356VANGUARD WHITEHALL FDS INTL HIGH ETF921946794169$11,4210.00%
357FIDELITY ENHANCED SMALL CAP ETF31609A206294$11,1810.00%
358HESS MIDSTREAM LP CL A SHSHESM300$11,1090.00%
359HIGHWOODS PROPERTIES INC431284108339$10,3670.00%
360GLOBAL X FDS INTERNET OF THNG37954Y780288$10,0340.00%
361FREEPORT-MCMORAN INC COM USD0.10FCX255$9,6900.00%
362MICROSTRATEGY COM USD0.001 CLASS ASTRK33$9,5580.00%
363ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BD ETF46434V100187$9,3020.00%
364FIDELITY DISRUPTIVE TECH ETF316092139259$9,1230.00%
365FIRST TR EXCHANGE-TRADED FD III MUNICIPAL HIGH INCOME ETF33739P301188$9,0570.00%
366CHIPOTLE MEXICAN GRILL INCCMG150$9,0450.00%
367ISHARES TR MSCI USA QLT FCT46432F33951$8,9770.00%
368MASTERBRAND INC COMMON STOCKMBC600$8,7660.00%
369DOUBLELINE INCOME SOLUTIONS FD COMDSL692$8,6940.00%
370LIBERTY ALL-STAR EQUITY FUND5301581041,250$8,6880.00%
371GLOBAL X FDS AUTONMOUS EV ETF37954Y624377$8,6440.00%
372FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF33734X846126$7,9380.00%
373SPDR SER TR PORTFLI HIGH YLD78468R606336$7,8720.00%
374VANGUARD WORLD FD FINANCIALS ETF92204A40567$7,8500.00%
375BLACKROCK TCP CAPITAL CORP COMTCPC875$7,6220.00%
376COMCAST CORPCCZ198$7,4110.00%
377ISHARES U S ETF TR INFLATION HEDG46431W580280$7,1130.00%
378INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIVIVZ332$7,0540.00%
379ISHARES CORE S&P US GROWTH ETF46428767150$6,8540.00%
380VANGUARD SMALL CAP VALUE ETF92290861135$6,8270.00%
381DYNATRACE INC COM NEWDT125$6,7940.00%
382EATON VANCE MUNICIPAL INCOME TRUSTETN665$6,7240.00%
383CROWN CASTLE INC COMCCI74$6,7170.00%
384PROSHARES TR RUSS 2000 DIVD74347B69898$6,5670.00%
385SNOWFLAKE INC CL ASNOW42$6,4860.00%
386REGIONS FINANCIAL CORP NEW COMRF-PF273$6,4190.00%
387OCCIDENTAL PETE CORP COM674599105130$6,4000.00%
388CABOT CORPCBT70$6,3450.00%
389NATIONAL HEALTH INVESTORS INC63633D10487$6,0260.00%
390ISHARES CORE HIGH DIVIDEND ETF46429B66354$5,9540.00%
391LASER PHOTONICS CORP COMLASE1,000$5,7800.00%
392ISHARES RUSSELL 2000 ETF46428765527$5,7680.00%
393WATSCO INCWSO-B13$5,7670.00%
394CELLEBRITE DI LTD CL A ORD SHS ISIN #IL0011794802CLBT260$5,7280.00%
395DIREXION DLY S&P 500 BULL 3X25459W86233$5,5330.00%
396FRANKLIN ELECTRIC CO INCFELE55$5,3580.00%
397BLACKROCK MUN INCOME QUALITY T COMBLK489$5,3060.00%
398VANECK ETF TR FALLEN ANGEL HIGH YLD BD EFT92189F437178$5,0910.00%
399VANGUARD LARGE-CAP INDEX FUND92290863719$4,9120.00%
400INVESCO EXCH TRADED FD TR II PFD ETFIVZ417$4,8090.00%
401DWS MUN INCOME TR NEW COM233368109506$4,7800.00%
402ZSCALER INC COMZS26$4,6910.00%
403GLOBAL X FDS GLBL X MLP ETF37954Y34395$4,6680.00%
404EASTMAN CHEM CO COMEMN51$4,6370.00%
405SELECT SECTOR SPDR TR FINANCIAL81369Y60595$4,5530.00%
406BLACKROCK N Y MUN INCOME TRUST SH BEN INTBLK439$4,4740.00%
407VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF92204285898$4,3160.00%
408GLOBALFOUNDRIES INC COM USD0.02GFS100$4,2910.00%
409GRAYSCALE ETHEREUM MINI TR ETF SHS NEW38964R203124$3,9050.00%
410NUVEEN AMT FREE MUN CR INC FD COMNU315$3,8550.00%
411ALLIENT INC COMALNT155$3,7430.00%
412SPIRE GLOBAL INC COM CL A NEWSPIR266$3,7430.00%
413MIRUM PHARMACEUTICALS INC COMMIRM87$3,5980.00%
414ISHARES CORE S&P 500 ETF4642872007$3,5910.00%
415NIKE INC CLASS B COM NPVNKE45$3,3340.00%
416UNITED AIRLS HLDGS INC COMUNTCW30$2,9130.00%
417SPX TECHNOLOGIES INC COMSPXC20$2,9110.00%
418WOLFSPEED INC COMWOLF420$2,7980.00%
419ISHARES TR US CONSM STAPLES46428781242$2,6970.00%
420OKTA INC CL AOKTA34$2,6800.00%
421ETF SER SOLUTIONS ACQUIRERS DEEP V26922A70176$2,6080.00%
422UIPATH INC CL APATH192$2,4410.00%
423VANGUARD WHITEHALL FDS INTL DVD ETF92194681029$2,2930.00%
424LEGGETT &PLATT INC COM USD0.01LEG214$2,0540.00%
425MURAL ONCOLOGY PUB LTD CO COM USD0.01G63365103532$1,7120.00%
426PALANTIR TECHNOLOGIES INC CL APLTR20$1,5130.00%
427AT&T INC COM USD1T-PC46$1,0340.00%
428SFL CORPORATION LTD COM USD0.01SFL100$1,0220.00%
429LUMEN TECHNOLOGIES INC COMLUMN179$9510.00%
430LIBERTY GLOBAL LTD. COM USD0.01 ALBTYK71$9060.00%
431SUNRISE COMMUNICATIONS AG ADS EACH REPR 1 ORD CLASS ASNNRF14$6040.00%
432BARRICK GOLD CORPORATION COM NPV ISIN #CA0679011084 SEDOL #202464406790110836$5540.00%
433SIRIUSXM HOLDINGS INC COMMON STOCK82993310020$4540.00%
434CINTAS CORPCTAS2$3170.00%
435WARNER BROS DISCOVERY INC COM SER AWBD10$1060.00%