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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

WR Wealth Planners, LLC

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0002031978-25-000001

Total Value
$311.0M
Positions
1,104
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRUSTSPY56,913$33.4M10.82%
2ACCESS TREASURY 0-1 YEAR ETFNVGLF256,747$25.7M8.32%
3PACER US CASH COWS 100 ETF69374H881445,126$25.1M8.15%
4AVANTIS INTERNATIONAL EQUITY ETF025072703264,535$16.2M5.27%
5AVANTIS U.S. EQUITY ETF025072885150,382$14.6M4.73%
6INVESCO QQQ TRUST SERIES IIVZ20,163$10.3M3.34%
7AVANTIS SHORT-TERM FIXED INCOME ETF025072687185,753$8.6M2.78%
8APPLE INC COMAAPL34,133$8.5M2.77%
9AMAZON COM INC COMAMZN34,212$7.5M2.43%
10SPDR GOLD MINISHARES TRUSTGLDW133,029$6.9M2.24%
11AVANTIS U.S. SMALL CAP VALUE ETF02507287767,423$6.5M2.11%
12AMERICAN CENTURY U.S. QUALITY GROWTH ETF02507230744,428$4.4M1.44%
13MICROSOFT CORP COMMSFT10,349$4.4M1.41%
14CAPITAL GROUP GROWTH ETF14020G101114,882$4.3M1.38%
15FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q20079,913$3.9M1.26%
16CATERPILLAR INC COMCAT9,285$3.4M1.09%
17CAPITAL GROUP DIVIDEND VALUE ETF14020W10684,503$3.0M0.97%
18NVIDIA CORPORATION COMNVDA20,068$2.7M0.87%
19SPDR PORTFOLIO S&P 500 ETF78464A85438,934$2.7M0.87%
20WALMART INC COMWMT29,288$2.6M0.86%
21JPMORGAN CHASE & CO. COMVYLD9,457$2.3M0.74%
22SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A37564,035$2.1M0.68%
23PROCTER AND GAMBLE CO COM74271810912,508$2.1M0.68%
24AVANTIS ALL EQUITY MARKETS ETF02507223227,618$2.0M0.65%
25JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U84539,167$2.0M0.64%
26DEERE & CO COMDE4,079$1.7M0.56%
27ISHARES CORE S&P 500 ETF4642872002,779$1.6M0.53%
28BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,605$1.6M0.53%
29RESEARCH FRONTIERS INC COMREFR950,458$1.6M0.53%
30DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF25460E30753,238$1.5M0.49%
31TESLA INC COMTSLA3,624$1.5M0.47%
32SCHWAB U.S. SMALL-CAP ETF80852460755,375$1.4M0.46%
33CAPITAL GROUP CORE BALANCED ETF14021D10745,085$1.4M0.46%
34ALPHABET INC CAP STK CL AGOOG7,294$1.4M0.45%
35BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.4M0.44%
36ISHARES ESG AWARE MSCI USA ETF46435G42510,040$1.3M0.42%
37VISA INC COM CL AV4,037$1.3M0.41%
38ELI LILLY & CO COMLLY1,567$1.2M0.39%
39ISHARES U.S. TECHNOLOGY ETF4642877217,434$1.2M0.38%
40UNITEDHEALTH GROUP INC COMUNH2,315$1.2M0.38%
41ALLSTATE CORP COMALL-PJ5,691$1.1M0.36%
42JOHNSON & JOHNSON COMJNJ7,282$1.1M0.34%
43ISHARES CORE TOTAL USD BOND MARKET ETF46434V61323,078$1.0M0.34%
44JPMORGAN ULTRA-SHORT INCOME ETF46641Q83720,286$1.0M0.33%
45PEPSICO INC COMPEP6,655$1.0M0.33%
46WASTE MGMT INC DEL COM94106L1094,975$1.0M0.33%
47NETFLIX INC COMNFLX1,109$988,4740.32%
48VERALTO CORP COM SHSVLTO9,471$964,6210.31%
49FLEX LTD ORDFLEX24,345$934,6050.30%
50ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830712,298$928,8960.30%
51AFLAC INC COMAFL8,956$926,4090.30%
52CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X10430,094$879,3600.29%
53EXXON MOBIL CORP COMXOM8,066$867,7090.28%
54ISHARES S&P 500 GROWTH ETF4642873098,522$865,2390.28%
55FISERV INC COMFISV4,151$852,6980.28%
56ISHARES MSCI EAFE GROWTH ETF4642888858,712$843,5830.27%
57ROCKWELL AUTOMATION INC COMROK2,860$817,3590.27%
58UNILEVER PLC SPON ADR NEWUNLYF14,269$809,0520.26%
59INTERCONTINENTAL EXCHANGE INC COM45866F1045,390$803,1850.26%
603M CO COMMMM5,912$763,1440.25%
61FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q40812,641$755,5380.25%
62TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391003,794$749,2770.24%
63ACCENTURE PLC IRELAND SHS CLASS AACN2,115$744,0360.24%
64NEXTERA ENERGY INC COMNEE-PW10,358$742,5590.24%
65ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,083$727,1010.24%
66MCDONALDS CORP COMMCD2,493$722,5890.23%
67GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC9,124$713,3140.23%
68JEFFERIES FINL GROUP INC COM47233W1099,017$706,9330.23%
69ADOBE INC COMADBE1,576$700,8160.23%
70HOME DEPOT INC COMHD1,787$695,0070.23%
71ALPHABET INC CAP STK CL CGOOG3,482$663,1780.22%
72TE CONNECTIVITY PLC ORD SHSTEL4,585$655,5170.21%
73ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK12,717$651,7460.21%
74CADENCE DESIGN SYSTEM INC COMCDNS2,093$628,8630.20%
75BECTON DICKINSON & CO COMBDX2,765$627,2960.20%
76ON HLDG AG NAMEN AKT AH5919C10411,393$623,9950.20%
77ALCON AG ORD SHSALC7,325$621,8190.20%
78SEABRIDGE GOLD INC COMSA52,580$599,9380.19%
79INTUIT COMINTU941$591,4190.19%
80REINSURANCE GRP OF AMERICA INC COM NEW7593516042,742$585,7730.19%
81AECOM COMACM5,431$580,1390.19%
82PALO ALTO NETWORKS INC COMPANW3,158$574,6300.19%
83PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF69374H43614,963$574,4300.19%
84VANGUARD MID-CAP GROWTH ETF9229085382,251$571,1910.19%
85ENERGY TRANSFER L P COM UT LTD PTNET-PI29,117$570,4020.19%
86FAIR ISAAC CORP COMFICO286$569,4060.18%
87ARISTA NETWORKS INC COM SHSANET4,986$551,1030.18%
88CAPITAL GROUP CORE EQUITY ETF14020V10815,652$547,3500.18%
89S&P GLOBAL INC COMSPGI1,082$538,8680.17%
90NXP SEMICONDUCTORS N V COMNXPI2,581$536,4780.17%
91APTIV PLC COM SHSAPTV8,822$533,5550.17%
92HEXCEL CORP NEW COM4282911088,327$522,1030.17%
93DANAHER CORPORATION COM2358511022,267$520,3900.17%
94WHEATON PRECIOUS METALS CORP COMWPM9,191$516,8830.17%
95HONEYWELL INTL INC COM4385161062,280$515,0290.17%
96ISHARES MSCI EAFE VALUE ETF4642888779,552$501,1830.16%
97AT&T INC COMT-PC21,818$496,8030.16%
98VANGUARD GROWTH ETF9229087361,165$478,1810.16%
99BRUKER CORP COMBRKRP8,050$471,8910.15%
100ICON PLC SHSICLR2,206$462,6200.15%
101CORNING INC COMGLW9,011$428,1910.14%
102UNITED STATES OIL FUND LPUNTCW5,648$426,7060.14%
103MONOLITHIC PWR SYS INC COM609839105713$421,8820.14%
104RUNNING OAK EFFICIENT GROWTH ETF48817R87012,860$421,4220.14%
105TETRA TECH INC NEW COMTTEK10,501$418,3600.14%
106INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,377$416,5450.14%
107TEXAS INSTRS INC COM8825081042,083$390,5830.13%
108ISHARES CORE S&P SMALL CAP ETF4642878043,374$388,7850.13%
109VANGUARD MID-CAP VALUE ETF9229085122,339$378,3800.12%
110SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF80852475511,382$377,9960.12%
111BOOKING HOLDINGS INC COMBKNG74$367,6630.12%
112HOLOGIC INC COMHOLX5,093$367,1540.12%
113CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF14020Y30013,376$364,8970.12%
114ABBVIE INC COMABBV2,015$358,1380.12%
115INTERNATIONAL BUSINESS MACHS COMINTR1,618$355,7410.12%
116AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728025,423$352,8990.11%
117ORACLE CORP COMORCL-PD2,066$344,2780.11%
118HERSHEY CO COMHSY2,019$341,9180.11%
119ISHARES S&P 500 VALUE ETF4642874081,780$339,7660.11%
120SPROTT INC COM NEWSII7,990$336,9380.11%
121SILVERCREST METALS INC COM82836310136,200$329,4200.11%
122DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7089,509$328,9230.11%
123SYSCO CORP COMSYY4,270$326,4670.11%
124HUNTINGTON BANCSHARES INC COMHBANP20,000$325,4000.11%
125ENTERPRISE PRODS PARTNERS L P COM29379210710,200$319,8720.10%
126KIMBERLY-CLARK CORP COMKMB2,418$316,9020.10%
127ISHARES NATIONAL MUNI BOND ETF4642884142,962$315,6010.10%
128SPDR PORTFOLIO EMERGING MARKETS ETF78463X5097,976$306,0490.10%
129TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,307$303,9040.10%
130META PLATFORMS INC CL AMETA514$301,1130.10%
131MASTERCARD INCORPORATED CL AMA566$298,0390.10%
132TOPBUILD CORP COMBLD944$293,9050.10%
133AMERICAN EXPRESS CO COMAXP987$292,9670.10%
134SIMMONS 1ST NATL CORP CL A $1 PAR82873020012,703$281,7580.09%
135BENTLEY SYS INC COM CL BBSY5,942$277,4910.09%
136COCA COLA CO COMKO4,423$275,3550.09%
137EQT CORP COMEQT5,881$271,1950.09%
138ISHARES GLOBAL TECH ETF4642872913,158$267,5980.09%
139ISHARES MBS ETF4642885882,903$266,1240.09%
140CONOCOPHILLIPS COMCOP2,654$263,1640.09%
141SPROTT PHYSICAL SILVER TR TR UNITSII26,422$254,9720.08%
142VANGUARD VALUE ETF9229087441,436$243,0520.08%
143BROADCOM INC COMAVGO986$228,7040.07%
144ISHARES CORE MSCI EMERGING MARKETS ETF46434G1034,368$228,1070.07%
145PALANTIR TECHNOLOGIES INC CL APLTR3,013$227,8730.07%
146ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7644,051$224,6280.07%
147PFIZER INC COMPFE8,422$223,4230.07%
148BOEING CO COMBA-PA1,254$221,9580.07%
149CLOROX CO DEL COMCLX1,342$218,0010.07%
150NUTANIX INC CL ANTNX3,500$214,1300.07%
151SANDSTORM GOLD LTD COM NEW80013R20637,535$209,4450.07%
152SOUTHERN CO COMSOMN2,542$209,2720.07%
153SPROTT PHYSICAL GOLD & SILVER TR UNITSII8,553$203,2190.07%
154ISHARES U.S. MEDICAL DEVICES ETF4642888103,440$200,7240.07%
155ADVANCED MICRO DEVICES INC COMAMD1,656$200,0280.06%
156AMERICAN TOWER CORP NEW COM03027X1001,086$199,1830.06%
157CHEVRON CORP NEW COMCVX1,355$196,2850.06%
158BRISTOL-MYERS SQUIBB CO COMCELG-RI3,364$190,2640.06%
159ASTRAZENECA PLC SPONSORED ADRAZN2,901$190,0740.06%
160AGNICO EAGLE MINES LTD COMAEM2,421$189,3460.06%
161CHARLES RIV LABS INTL INC COM1598641071,000$184,6000.06%
162SBA COMMUNICATIONS CORP NEW CL ASBAC902$183,8280.06%
163HDFC BANK LTD SPONSORED ADSHDB2,878$183,7890.06%
164DUKE ENERGY CORP NEW COM NEWDUKB1,705$183,6550.06%
165ISHARES U.S. TREASURY BOND ETF46429B2677,968$183,0980.06%
166REPUBLIC SVCS INC COM760759100903$181,6590.06%
167SCHWAB U.S. LARGE-CAP GROWTH ETF8085243006,385$177,9570.06%
168ISHARES MSCI USA VALUE FACTOR ETF46432F3881,672$176,5540.06%
169INTUITIVE SURGICAL INC COM NEWISRG338$176,4220.06%
170LOCKHEED MARTIN CORP COMLMT358$174,0140.06%
171DISNEY WALT CO COM2546871061,560$173,7550.06%
172COSTCO WHSL CORP NEW COM22160K105188$172,5360.06%
173TOLL BROTHERS INC COMTOL1,348$169,7810.06%
174MERCK & CO INC COMMRK1,683$167,4700.05%
175OREILLY AUTOMOTIVE INC COM67103H107139$164,8260.05%
176NORFOLK SOUTHN CORP COM655844108694$162,8820.05%
177ALLIANT ENERGY CORP COMLNT2,705$159,9850.05%
178ISHARES 3-7 YEAR TREASURY BOND ETF4642886611,379$159,3430.05%
179STRYKER CORPORATION COMSYK439$158,0620.05%
180CARDINAL HEALTH INC COMCAH1,335$157,8780.05%
181SALESFORCE INC COMCRM449$150,1140.05%
182MONDELEZ INTL INC CL A6092071052,505$149,6190.05%
183LOWES COS INC COM548661107602$148,5740.05%
184RTX CORPORATION COMRTX1,275$147,5430.05%
185ISHARES 20 YEAR TREASURY BOND ETF4642874321,685$147,1510.05%
186ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886462,791$144,2950.05%
187ISHARES GOLD TRUSTIAU2,904$143,7770.05%
188DUPONT DE NEMOURS INC COMDD1,884$143,6560.05%
189HORMEL FOODS CORP COMHRL4,579$143,6540.05%
190WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDWT3,300$143,4510.05%
191CAPITAL GROUP CORE PLUS INCOME ETF14020Y1026,346$140,8810.05%
192VERIZON COMMUNICATIONS INC COMVZ3,507$140,2510.05%
193AVANTIS EMERGING MARKETS EQUITY ETF0250726042,361$138,8330.05%
194LENNAR CORP CL ALEN-B1,006$137,1880.04%
195MICRON TECHNOLOGY INC COMMU1,621$136,4230.04%
196MOTLEY FOOL GLOBAL OPPORTUNITIES ETF74933W6354,813$136,3520.04%
197KEURIG DR PEPPER INC COMKDP4,211$135,2500.04%
198CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407596$133,7130.04%
199GILEAD SCIENCES INC COMGILD1,412$130,3820.04%
200ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396623$128,9110.04%
201ABRDN PHYSICAL GOLD SHARES ETF00326A1045,143$128,8320.04%
202SPROTT PHYSICAL GOLD TR UNITSII6,304$126,9630.04%
203VANECK MERK GOLD ETFOUNZ5,000$126,5000.04%
204AMDOCS LTD SHSDOX1,463$124,5730.04%
205DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y2071,382$124,0320.04%
206KKR & CO INC COMKKRT829$122,6170.04%
207UNITIL CORP COMUTL2,200$119,2180.04%
208JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q2032,081$117,3550.04%
209ISHARES ESG AWARE MSCI EM ETF46434G8633,477$116,0970.04%
210JPMORGAN ACTIVE VALUE ETF46641Q1671,822$115,3330.04%
211CASEYS GEN STORES INC COM147528103291$115,3030.04%
212LAMB WESTON HLDGS INC COMLW1,717$114,7470.04%
213ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,351$114,5510.04%
214INTEL CORP COMINTC5,642$113,1140.04%
215ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,274$113,0820.04%
216ABRDN PHYSICAL SILVER SHARES ETFSIVR4,084$112,5960.04%
217EMERSON ELEC CO COMEMR902$111,7850.04%
218SCHWAB US DIVIDEND EQUITY ETF8085247974,080$111,4720.04%
219AUTOMATIC DATA PROCESSING INC COMADP377$110,3590.04%
220MPLX LP COM UNIT REP LTDMPLXP2,298$109,9820.04%
221TECK RESOURCES LTD CL BTCKRF2,700$109,4310.04%
222GOLDMAN SACHS GROUP INC COMGSCE191$109,3700.04%
223CORTEVA INC COMCTVA1,910$108,8110.04%
224JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3321,876$107,9260.04%
225FIRST BUSEY CORP COM NEWBUSEP4,556$107,3940.03%
226ISHARES ESG MSCI EM LEADERS ETF46436E6012,344$106,3470.03%
227FRANCO NEV CORP COMFNV900$105,8310.03%
228CAPITAL GROUP CORE BOND ETF14020Y5084,071$104,9910.03%
229ISHARES BITCOIN TRUST ETFIBIT1,974$104,7210.03%
230AMGEN INC COMAMGN401$104,5170.03%
231ABBOTT LABS COMABLZF917$103,7220.03%
232ALTRIA GROUP INC COMMO1,979$103,4600.03%
233STERLING INFRASTRUCTURE INC COMSTRL602$101,4070.03%
234CAPITAL GROUP MUNICIPAL INCOME ETF14020Y2013,637$97,9080.03%
235BAKER HUGHES COMPANY CL ABKR2,368$97,1350.03%
236DRAFTKINGS INC NEW COM CL ADKNG2,589$96,3110.03%
237OCCIDENTAL PETE CORP COM6745991051,938$95,7660.03%
238DEVON ENERGY CORP NEW COM25179M1032,879$94,2420.03%
239CAPITAL GROUP SHORT DURATION INCOME ETF14020Y4093,663$93,9190.03%
240FIRST MAJESTIC SILVER CORP COMAG17,100$93,8790.03%
241BLACKSTONE INC COMBX541$93,3370.03%
242TYSON FOODS INC CL ATSN1,622$93,1770.03%
243GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6732,304$93,1050.03%
244THE CIGNA GROUP COM125523100337$93,0270.03%
245DOW INC COMDOW2,293$92,0030.03%
246ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR822$90,2560.03%
247ISHARES RUSSELL 1000 GROWTH ETF464287614224$89,9540.03%
248SYNCHRONY FINANCIAL COMSYF-PB1,382$89,8300.03%
249CINTAS CORP COMCTAS483$88,2440.03%
250AMEREN CORP COMAEE988$88,1110.03%
251LYONDELLBASELL INDUSTRIES N V SHS - A -LYB1,175$87,2670.03%
252BOSTON SCIENTIFIC CORP COMBSX975$87,0860.03%
253WELLS FARGO CO NEW COM9497461011,224$85,9790.03%
254IDAHO STRATEGIC RESOURCES COM NEWIDR8,430$85,9020.03%
255OSI SYSTEMS INC COMOSIS500$83,7150.03%
256ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242770$82,2670.03%
257ISHARES CORE HIGH DIVIDEND ETF46429B663732$82,1740.03%
258GRAINGER W W INC COM38480210477$81,1620.03%
259CARMAX INC COMKMX990$80,9420.03%
260COHEN & STEERS LTD DURATION PF COM19248C1054,000$80,8000.03%
261PHILLIPS 66 COMPSX708$80,6250.03%
262VANGUARD TOTAL STOCK MARKET ETF922908769277$80,1760.03%
263SPDR GOLD SHARESGLD329$79,6610.03%
264ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8032,267$78,7780.03%
265UNITED RENTALS INC COMURI111$78,1930.03%
266TJX COS INC NEW COM872540109645$77,9220.03%
267CUMMINS INC COMCMI223$77,7380.03%
268AMERIPRISE FINL INC COM03076C106146$77,7350.03%
269ISHARES FLEXIBLE INCOME ACTIVE ETFBLK1,493$77,6660.03%
270CORE & MAIN INC CL ACNM1,518$77,2810.03%
271MARATHON PETE CORP COMMARA549$76,5860.02%
272MICROSTRATEGY INC CL A NEWSTRK260$75,3010.02%
273APOLLO GLOBAL MGMT INC COM03769M106455$75,1480.02%
274EATON CORP PLC SHSETN226$75,0030.02%
275CONSTELLATION ENERGY CORP COMCEG331$74,0480.02%
276CISCO SYS INC COMCSCO1,247$73,8480.02%
277KROGER CO COMKR1,207$73,8080.02%
278ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,460$73,1020.02%
279NEW PAC METALS CORP COM64782A10760,800$71,7440.02%
280FIRST HORIZON CORPORATION COMFHN-PH3,488$70,2450.02%
281COLGATE PALMOLIVE CO COMCL770$70,0010.02%
282EOG RES INC COMEOG567$69,5030.02%
283DOLLAR GEN CORP NEW COM256677105917$69,4970.02%
284ISHARES SILVER TRUSTSLV2,633$69,3270.02%
285ISHARES U.S. INFRASTRUCTURE ETF46435U7131,492$69,0650.02%
286SCHWAB CHARLES CORP COMSCHW-PJ929$68,7250.02%
287PAN AMERN SILVER CORP COM6979001083,300$66,7260.02%
288EXPEDIA GROUP INC COM NEWEXPE358$66,7060.02%
289REGENERON PHARMACEUTICALS COMREGN93$66,2470.02%
290CROWDSTRIKE HLDGS INC CL ACRWD193$66,0370.02%
291CHUBB LIMITED COMCB237$65,4830.02%
292PRUDENTIAL FINL INC COMPUKPF550$65,1920.02%
293MOTOROLA SOLUTIONS INC COM NEWMSI139$64,2500.02%
294ARCHER DANIELS MIDLAND CO COMADM1,268$64,0590.02%
295GRAYSCALE BITCOIN TRUST ETFGBTC823$60,9180.02%
296MCKESSON CORP COMMCK106$60,4100.02%
297SOLVENTUM CORP COM SHSSOLV907$59,9160.02%
298SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF8085247712,501$59,2330.02%
299SCHWAB SHORT-TERM US TREASURY ETF8085248622,450$58,9510.02%
300ARK INNOVATION ETF00214Q1041,034$58,7000.02%
301TRAVELERS COMPANIES INC COMTRV243$58,5360.02%
302FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,304$56,6330.02%
303MEDTRONIC PLC SHSMDT704$56,2360.02%
304JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6541,107$56,1360.02%
305FIRST TRUST MANAGED MUNICIPAL ETF33739N1081,100$56,1110.02%
306FIRST TRUST SENIOR LOAN FUND33738D3091,209$55,9010.02%
307CF INDS HLDGS INC COM125269100653$55,7140.02%
308MARVELL TECHNOLOGY INC COMMRVL500$55,2250.02%
309PROLOGIS INC. COMPLDGP522$55,2010.02%
310STARBUCKS CORP COMSBUX596$54,3650.02%
311ISHARES CORE U.S. AGGREGATE BOND ETF464287226561$54,3610.02%
312YUM BRANDS INC COMYUM402$53,9760.02%
313ISHARES MSCI EMERGING MARKETS ETF4642872341,278$53,4460.02%
314FEDEX CORP COMFDX190$53,4180.02%
315VANGUARD S&P 500 ETF92290836399$53,2770.02%
316KIRBY CORP COMKEX500$52,9000.02%
317EQUINOX GOLD CORP COMEQX10,500$52,7100.02%
318BANK AMERICA CORP COM0605051041,189$52,2700.02%
319VANGUARD FTSE DEVELOPED MARKETS ETF9219438581,085$51,8850.02%
320MORGAN STANLEY COM NEWMS-PQ410$51,5790.02%
321COMCAST CORP NEW CL ACCZ1,374$51,5660.02%
322RENAISSANCERE HLDGS LTD COMRNR-PG204$50,7570.02%
323COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH658$50,6000.02%
324US BANCORP DEL COM NEWUSB-PS1,055$50,4610.02%
325ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158473$49,8920.02%
326FIDELITY WISE ORIGIN BITCOIN FUNDFBTC593$48,3770.02%
327SERVICENOW INC COMNOW44$46,6450.02%
328T-MOBILE US INC COMTMUSZ210$46,3530.02%
329FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH33740F4821,225$45,8890.01%
330ONEOK INC NEW COMOKE455$45,6500.01%
331TRACTOR SUPPLY CO COMTSCO850$45,1010.01%
332COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852457$44,2420.01%
333FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND33738D1011,211$43,1720.01%
334VANGUARD FTSE EMERGING MARKETS ETF922042858953$41,9700.01%
335ROBLOX CORP CL ARBLX725$41,9490.01%
336ISHARES CORE MSCI EAFE ETF46432F842592$41,5850.01%
337ISHARES 10-20 YEAR TREASURY BOND ETF464288653417$41,5080.01%
338SHELL PLC SPON ADSRYDAF660$41,3800.01%
339CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1091,669$41,1740.01%
340TENET HEALTHCARE CORP COM NEWTHC323$40,7720.01%
341SHERWIN WILLIAMS CO COMSHW119$40,4520.01%
342GE AEROSPACE COM NEW369604301239$39,8630.01%
343ISHARES U.S. REAL ESTATE ETF464287739424$39,4790.01%
344TARGET CORP COMTGT292$39,4070.01%
345ISHARES S&P 100 ETF464287101136$39,2840.01%
346QUALCOMM INC COMQCOM253$38,8660.01%
347BP PLC SPONSORED ADRBPPFF1,302$38,4830.01%
348COREBRIDGE FINL INC COM21871X1091,284$38,4300.01%
349COHERENT CORP COMCOHR400$37,8920.01%
350FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506634$37,4840.01%
351CHIPOTLE MEXICAN GRILL INC COMCMG620$37,3860.01%
352BEAM THERAPEUTICS INC COMBEAM1,500$37,2000.01%
353SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663405$37,0290.01%
354APPLIED MATLS INC COM038222105226$36,7540.01%
355CAPITAL ONE FINL CORP COM14040H105206$36,7340.01%
356PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031052,150$36,7220.01%
357AES CORP COMAES2,837$36,5120.01%
358NORTHWESTERN ENERGY GROUP INC COM NEWNWE682$36,4820.01%
359ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150280$36,0440.01%
360THERMO FISHER SCIENTIFIC INC COMTMO69$36,0000.01%
361ATLASSIAN CORPORATION CL ATEAM147$35,7770.01%
362ILLINOIS TOOL WKS INC COM452308109141$35,7520.01%
363CARLYLE GROUP INC COMCGABL705$35,5950.01%
364NOKIA CORP SPONSORED ADRNOKBF8,000$35,4400.01%
365ISHARES 1-3 YEAR TREASURY BOND ETF464287457432$35,4150.01%
366GALLAGHER ARTHUR J & CO COM363576109124$35,1970.01%
367WARNER BROS DISCOVERY INC COM SER AWBD3,283$34,7010.01%
368SPDR S&P 600 SMALL CAP VALUE ETF78464A300395$34,4800.01%
369IRON MTN INC DEL COM46284V101328$34,4760.01%
370SOUTHWEST AIRLS CO COM8447411081,017$34,2040.01%
371PRINCIPAL FINANCIAL GROUP INC COMPFG436$33,7640.01%
372ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G219753$33,4030.01%
373ISHARES RUSSELL MIDCAP ETF464287499369$32,6200.01%
374PAYCHEX INC COMPAYX231$32,3910.01%
375PROGRESSIVE CORP COM743315103135$32,3470.01%
376VANGUARD TAX-EXEMPT BOND ETF922907746642$32,1830.01%
377HP INC COMHPQ982$32,0430.01%
378AMERICAN INTL GROUP INC COM NEW026874784440$32,0120.01%
379ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513406$31,9320.01%
380UNITED STATES COPPER INDEX FUNDUNTCW1,264$31,8020.01%
381EMCOR GROUP INC COMEME70$31,7730.01%
382ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638612$31,5240.01%
383XTRACKERS USD HIGH YIELD CORPORATE BOND ETF233051432873$31,4920.01%
384UTILITIES SELECT SECTOR SPDR FUND81369Y886415$31,4110.01%
385AIR PRODS & CHEMS INC COMAIIR108$31,3240.01%
386VANGUARD INFORMATION TECHNOLOGY ETF92204A70250$31,0900.01%
387MOODYS CORP COMMCO65$30,7690.01%
388GRAYSCALE ETHEREUM TRUST ETF3896381071,084$30,3740.01%
389ENERGY SELECT SECTOR SPDR FUND81369Y506351$30,0880.01%
390SCHWAB EMERGING MARKETS EQUITY ETF8085247061,121$29,8530.01%
391ELDORADO GOLD CORP NEW COM2849025092,000$29,7400.01%
392GAUZY LTD SHSGAUZ3,000$29,7300.01%
393UNION PAC CORP COMUNP130$29,6450.01%
394WILLIAMS COS INC COM969457100547$29,6040.01%
395PULTE GROUP INC COM745867101271$29,5120.01%
396CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF14020Y6071,133$29,4240.01%
397ISHARES SHORT TREASURY BOND ETF464288679267$29,3990.01%
398ROSS STORES INC COMROST192$29,0440.01%
399CONAGRA BRANDS INC COMCAG1,038$28,8050.01%
400ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281323$28,7600.01%
401SIMON PPTY GROUP INC NEW COM828806109167$28,7590.01%
402SOFI SELECT 500 ETF886364173263$28,6250.01%
403BCE INC COM NEWBCPPF1,228$28,4610.01%
404HILTON WORLDWIDE HLDGS INC COMHLT115$28,4230.01%
405SCHWAB INTERNATIONAL EQUITY ETF8085248051,530$28,3110.01%
406INVESCO FTSE RAFI US 1000 ETFIVZ700$28,2380.01%
407BUILDERS FIRSTSOURCE INC COMBLDR197$28,1570.01%
408DELL TECHNOLOGIES INC CL CDELL241$27,7730.01%
409DELTA AIR LINES INC DEL COM NEWDAL456$27,6090.01%
410NEWMONT CORP COMNEMCL738$27,4680.01%
411HALLIBURTON CO COMHAL1,008$27,4080.01%
412KINDER MORGAN INC DEL COMEP-PC991$27,1530.01%
413WORKDAY INC CL AWDAY105$27,0930.01%
414OMNICOM GROUP INC COMOMC313$26,9310.01%
415ATMOS ENERGY CORP COMATO192$26,7450.01%
416FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY33740U737712$26,5930.01%
417UNITED PARCEL SERVICE INC CL BUPS210$26,4330.01%
418CHENIERE ENERGY INC COM NEWLNG123$26,4290.01%
419BEST BUY INC COMBBY304$26,0830.01%
420PARKER-HANNIFIN CORP COMPH41$26,0770.01%
421HARTFORD FINL SVCS GROUP INC COMHIG-PG238$26,0370.01%
422PACER GLOBAL CASH COWS DIVIDEND ETF69374H709763$25,7410.01%
423DIAGEO PLC SPON ADR NEWDGEAF200$25,4260.01%
424ISHARES U.S. FINANCIALS ETF464287788228$25,2590.01%
425WILLIAMS SONOMA INC COMWSM136$25,1840.01%
426CITIGROUP INC COM NEWC-PR354$24,9180.01%
427DECKERS OUTDOOR CORP COMDECK122$24,7770.01%
428MAG SILVER CORP COM55903Q1041,800$24,4800.01%
429SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889717$24,4710.01%
430ONDAS HLDGS INC COM NEWONDS9,500$24,3200.01%
431AMERICAN CONSERVATIVE VALUES ETF26923N108550$24,0460.01%
432JABIL INC COMJBL167$24,0310.01%
433SOFI TECHNOLOGIES INC COMSOFI1,554$23,9320.01%
434ISHARES FALLEN ANGELS USD BOND ETF46435G474885$23,6500.01%
435NUCOR CORP COMNUE201$23,4590.01%
436EBAY INC. COMEBAY377$23,3250.01%
437METLIFE INC COMMET-PF279$22,8450.01%
438VERTIV HOLDINGS CO COM CL AVRT201$22,8360.01%
439FOX CORP CL A COMFOX469$22,7840.01%
440VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706390$22,5990.01%
441BELDEN INC COMBDC200$22,5220.01%
442JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF46654Q682400$22,4410.01%
443PAYPAL HLDGS INC COMPYPL263$22,4170.01%
444CARNIVAL CORP PAIRED CTFCUKPF898$22,3780.01%
445NIKE INC CL BNKE294$22,2540.01%
446CAPITAL SOUTHWEST CORP COMCSWC1,000$21,8200.01%
447SKYWORKS SOLUTIONS INC COMSWKS244$21,6380.01%
448FTAI AVIATION LTD SHSFTAIN150$21,6060.01%
449EATON VANCE TAX-MANAGED GLOBAL COMETN2,600$21,2420.01%
450COINBASE GLOBAL INC COM CL ACOIN85$21,1060.01%
451BANK NEW YORK MELLON CORP COM064058100273$20,9750.01%
452CHURCH & DWIGHT CO INC COMCHD200$20,9420.01%
453FORTINET INC COMFTNT221$20,8800.01%
4543-D SYS CORP DEL COM NEW88554D2056,300$20,6640.01%
455JACKSON FINANCIAL INC COM CL AJXN-PA236$20,5510.01%
456SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847369$20,1810.01%
457DOVER CORP COMDOV107$20,0730.01%
458GENERAL DYNAMICS CORP COMGD76$20,0250.01%
459SCHLUMBERGER LTD COM STKSLB520$19,9370.01%
460CARRIER GLOBAL CORPORATION COMCARR292$19,9320.01%
461MAIN STR CAP CORP COM56035L104337$19,7340.01%
462COMPASS DIVERSIFIED SH BEN INTCODI-PC852$19,6710.01%
463AMETEK INC COMAME109$19,6480.01%
464HEALTH CARE SELECT SECTOR SPDR FUND81369Y209141$19,3970.01%
465EXELON CORP COMEXC513$19,3090.01%
466ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407452$19,2600.01%
467DARDEN RESTAURANTS INC COMDRI103$19,2290.01%
468LULULEMON ATHLETICA INC COMLULU50$19,1210.01%
469IQVIA HLDGS INC COMIQV97$19,0610.01%
470VANGUARD MID-CAP ETF92290862972$19,0170.01%
471GENERAL MLS INC COM370334104298$19,0030.01%
472VALERO ENERGY CORP COMVLO155$19,0000.01%
473MARKEL GROUP INC COMMKL11$18,9890.01%
474ECOLAB INC COMECL81$18,9800.01%
475CENTENE CORP DEL COMCNC313$18,9620.01%
476CURTISS WRIGHT CORP COMCW53$18,8080.01%
477VANGUARD SHORT-TERM BOND ETF921937827243$18,7770.01%
478GE VERNOVA INC COMGEV57$18,7490.01%
479ROPER TECHNOLOGIES INC COMROP36$18,7150.01%
480MARSH & MCLENNAN COS INC COM57174810288$18,6920.01%
481ISHARES RUSSELL 1000 ETF46428762258$18,6020.01%
482INGERSOLL RAND INC COMIR205$18,5440.01%
483EASTMAN CHEM CO COMEMN202$18,4470.01%
484WHIRLPOOL CORP COMWHR-PA159$18,2020.01%
485NVENT ELECTRIC PLC SHSNVT267$18,1990.01%
486GOLUB CAP BDC INC COM38173M1021,200$18,1920.01%
487BROADRIDGE FINL SOLUTIONS INC COM11133T10380$18,0870.01%
488PACER TRENDPILOT US LARGE CAP ETF69374H105338$18,0490.01%
489SCHWAB 1-5 YEAR CORPORATE BOND ETF808524714739$18,0070.01%
490REALTY INCOME CORP COMO336$17,9460.01%
491ISHARES RUSSELL 1000 VALUE ETF46428759897$17,9020.01%
492SAIA INC COMSAIA39$17,7730.01%
493RB GLOBAL INC COMRBA197$17,7710.01%
494FACTSET RESH SYS INC COM30307510537$17,7700.01%
495PRIMERICA INC COMPRI65$17,6420.01%
496JACOBS SOLUTIONS INC COMJ131$17,5040.01%
497ISHARES RUSSELL TOP 200 GROWTH ETF46428943874$17,4100.01%
498DICKS SPORTING GOODS INC COM25339310276$17,3920.01%
499TEXAS ROADHOUSE INC COMTXRH96$17,3210.01%
500ITT INC COMITT121$17,2880.01%