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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

ORG Wealth Partners, LLC

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0002032602-25-000001

Total Value
$325.7M
Positions
9,568
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CORE SCIENTIFIC INC NEW COM21874A1068,699,778$63.0M28.89%
2BERKSHIRE HATHAWAY INC DEL CL ABRK-A22$17.6M8.06%
3CORE SCIENTIFIC INC NEW WT EXP TRANCHE 121874A1144,806,829$14.6M6.68%
4BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,740$8.9M4.09%
5BERKSHIRE HATHAWAYBRK-A6,441$3.4M1.57%
6WALMART INCWMT33,080$2.9M1.35%
7NVIDIA CORPNVDA17,170$1.9M0.87%
8ENERGY TRANSFER L P LPET-PI93,761$1.8M0.81%
9EXXON MOBIL CORPXOM11,897$1.4M0.65%
10AMERICAN FUNDS GROWTH FU39987482519,583$1.4M0.63%
11ENERGY TRANSFER L P LPET-PI68,242$1.3M0.59%
12ISHARES 0-3 MONTH46436E71812,191$1.2M0.56%
13AGNC INVT CORP COM00123Q104125,000$1.2M0.55%
14ENERGY TRANSFER L P LPET-PI60,085$1.1M0.52%
15APPLE INCAAPL4,548$1.0M0.47%
16ISHARES TR NATL MUN BD ETF FD4642884147,984$841,8320.39%
17JPMORGAN ULTRA SHORT46641Q83715,992$806,7960.37%
18ABBOTT LABSABLZF5,958$784,6090.36%
19EXXON MOBIL CORPXOM6,535$777,9680.36%
20TRANSAMERICA SHORT-TERM89396213478,568$775,4690.36%
21JPMORGAN ULTRA SHORT46641Q83715,357$774,7600.36%
22ALIBABA GROUP HLDG LTD FBBAAY5,222$692,9590.32%
23ISHARES TR 7-10 YR TREAS BD ETF4642874407,171$683,8980.31%
24EXXON MOBIL CORPXOM5,474$651,7250.30%
25ENTERPRISE PRODS PART LP29379210718,226$623,6960.29%
26FOSTER L B COFSTR29,542$590,2490.27%
27STEPSTONE PRIVATE MARKET21255V40610,357$576,0660.26%
28STEPSTONE PRIVATE MARKET21255V40610,357$576,0660.26%
29NETFLIX INCNFLX600$557,0280.26%
30ENERGY TRANSFER L P LPET-PI29,593$554,2760.25%
31BERKSHIRE HATHAWAYBRK-A1,005$535,6540.25%
32ABBOTT LABSABLZF4,041$532,1590.24%
33AMAZON.COM INCAMZN2,742$526,9300.24%
34JPMORGAN ULTRA SHORT46641Q83710,400$524,6800.24%
35IBM CORPINTR1,992$498,7240.23%
36HINES GLOBAL INCOME TRUS43324370648,802$477,7770.22%
37BERKSHIRE HATHAWAYBRK-A895$477,0260.22%
38AMERICAN FUNDS WASHINGTO9393308257,607$468,2320.21%
39EXXON MOBIL CORPXOM3,860$459,4940.21%
40ENTERPRISE PRODS PART LP29379210713,358$457,1220.21%
41NVIDIA CORPNVDA4,148$456,9020.21%
42ENTERPRISE PRODS PART LP29379210713,192$451,4300.21%
43MACOM TECHNOLOGY SOLUTIO55405Y1004,359$441,6970.20%
44APPLE INCAAPL1,944$434,0390.20%
45HINES GLOBAL INCOME TRUS43324370643,789$428,6940.20%
46ALIBABA GROUP HLDG LTD FBBAAY3,225$427,9570.20%
47APPLE INCAAPL1,913$426,9620.20%
48AMERICAN FUNDS INCOME FU45332082216,768$426,2650.20%
49TRANSAMERICA SHORT-TERM89396213442,263$417,1360.19%
50ALPHABET INCGOOG2,600$413,0880.19%
51ENERGY TRANSFER L P LPET-PI21,989$411,8690.19%
52AMPLIFY CWP ENHANCED DIV03210840910,102$411,3810.19%
53WESTERN ASSET MUNICIPAL95766N10354,679$404,6260.19%
54PALANTIR TECHNOLOGIES INPLTR4,750$402,2300.18%
55PALANTIR TECHNOLOGIES INPLTR4,750$402,2300.18%
56ENERGY TRANSFER L P LPET-PI21,188$396,8510.18%
57JPMORGAN CHASE & COVYLD1,622$395,2620.18%
58ISHARES CORE US4642872263,992$395,0540.18%
59VANGUARD TOTAL STOCK9229087691,428$393,7990.18%
60EXXON MOBIL CORPXOM3,288$391,4030.18%
61MICROSOFT CORPMSFT1,020$389,9600.18%
62PROSPERITY BANCSHARES INPB5,500$388,6850.18%
63APPLE INCAAPL1,740$388,3500.18%
64ABBOTT LABSABLZF2,946$388,0120.18%
65CARDINAL HEALTH INCCAH2,775$380,5350.17%
66CONOCOPHILLIPSCOP3,600$379,4790.17%
67TEXAS PACIFIC LAND CTPL279$377,4420.17%
68CHEVRON CORP NEWCVX2,230$375,7770.17%
69ABBOTT LABSABLZF2,845$374,6580.17%
70MASSMUTUAL GLOBAL FLTG R57629120743,300$372,8200.17%
71MICROSOFT CORPMSFT960$366,9020.17%
72ISHARES MBS ETF4642885883,850$361,0910.17%
73GOLDMAN SACHS DYNAMIC MUNVGLF23,750$361,0080.17%
74NVIDIA CORPNVDA3,257$358,7840.16%
75JPMORGAN ULTRA SHORT46641Q8377,085$357,4570.16%
76ISHARES SEMICONDUCTOR4642875231,888$355,4530.16%
77BERKSHIRE HATHAWAYBRK-A657$350,1740.16%
78ABBVIE INCABBV1,650$340,3450.16%
79JPMORGAN CHASE & COVYLD1,388$338,4170.16%
80QUALCOMM INCQCOM2,198$336,4110.15%
81APPLE INCAAPL1,505$336,0070.15%
82HOME DEPOT INCHD917$335,3710.15%
83MARSH & MCLENNAN COS INC5717481021,369$334,0400.15%
84JPMORGAN ULTRA SHORT46641Q8376,550$330,4470.15%
85MICROSOFT CORPMSFT864$330,2120.15%
86ABBOTT LABSABLZF2,506$330,0150.15%
87LEIDOS HLDGS INCLDOS2,440$329,3130.15%
88HOME DEPOT INCHD897$327,8710.15%
89ABBOTT LABSABLZF2,482$326,8540.15%
90ABBVIE INCABBV1,583$326,6800.15%
91NVIDIA CORPNVDA2,950$324,9590.15%
92ISHARES CORE S&P 500464287200574$323,8240.15%
93SMPLFY MNGD FUT SGY82889N69910,837$322,6170.15%
94WORKDAY INCWDAY1,350$316,6150.15%
95CARILLON SCOUT MID CAP I14214M87213,890$314,4900.14%
96EQT CORPEQT5,750$309,8100.14%
97AMERICAN FUNDS FUNDAMENT3608028213,950$309,6610.14%
98CROWDSTRIKE HLDGS INCCRWD850$308,0230.14%
99KAYNE ANDERSON ENERGY IN48660610623,340$302,7190.14%
100ALPHABET INCGOOG1,900$301,8720.14%
101ENERGY TRANSFER L P LPET-PI16,093$301,4210.14%
102ISHARES CORE S&P 500464287200533$300,6820.14%
103VISTRA CORPVST2,454$300,0750.14%
104AMAZON.COM INCAMZN1,560$299,7850.14%
105COSTCO WHSL CORP NEW22160K105313$299,5790.14%
106ISHARES CORE S&P MID CAP4642875075,066$297,1830.14%
107ABBVIE INCABBV1,422$293,3150.13%
108ABBVIE INCABBV1,403$289,3960.13%
109AMAZON.COM INCAMZN1,500$288,2550.13%
110KINDER MORGAN INC DELEP-PC10,010$286,5860.13%
111ALPHABET INCGOOG1,780$282,8060.13%
112SMPLFY MNGD FUT SGY82889N6999,450$281,3260.13%
113MICROSOFT CORPMSFT732$280,0130.13%
114EXXON MOBIL CORPXOM2,308$274,8340.13%
115EXXON MOBIL CORPXOM2,291$272,7360.13%
116MPLX LP LPMPLXP5,081$272,5950.13%
117OKTA INCOKTA2,600$272,1940.12%
118ENERGY TRANSFER L P LPET-PI14,441$270,4790.12%
119ISHARES MBS ETF4642885882,856$267,8640.12%
120ISHARES CORE TOTAL USD46434V6135,726$263,6250.12%
121ABBOTT LABSABLZF2,000$263,3800.12%
122HINES GLOBAL INCOME TRUS43324370626,809$262,4660.12%
123PROSHARES S&P 500 DIV74348A4672,524$257,4980.12%
124KAYNE ANDERSON ENERGY IN48660610619,851$257,4670.12%
125TRANSAMERICA BOND I89396214231,765$257,2970.12%
126INVESCO S&P 500 EQUALIVZ1,483$257,1670.12%
127SHERWIN-WILLIAMS COSHW727$255,0400.12%
128PALANTIR TECHNOLOGIES INPLTR3,005$254,4630.12%
129PROSHARES S&P 500 DIV74348A4672,492$254,2330.12%
130QUALCOMM INCQCOM1,659$253,9090.12%
131TRANSAMERICA INTERMEDIAT89355J58123,837$252,9170.12%
132DIR DAILY 7-10 YR TRSRY25459W5659,846$252,3520.12%
133EXXON MOBIL CORPXOM2,105$250,5830.11%
134KRATOS DEFENSE & SEC SOL50077B2078,550$250,5150.11%
135ONEOK INC NEWOKE2,505$249,2670.11%
136AMAZON.COM INCAMZN1,297$249,2440.11%
137QUALCOMM INCQCOM1,627$249,0120.11%
138ALPHABET INCGOOG1,563$248,4450.11%
139ENERGY TRANSFER L P LPET-PI13,264$248,4390.11%
140HINES GLOBAL INCOME TRUS43324370625,022$244,9680.11%
141ENERGY TRANSFER L P LPET-PI12,937$242,3100.11%
142SPDR S&P OIL & GAS EXPL78468R5561,827$242,1010.11%
143TESLA INCTSLA900$241,6140.11%
144ABBOTT LABSABLZF1,831$241,1240.11%
145EATON VANCE STRATEGIC INETN35,444$237,1240.11%
146ELI LILLY AND COLLY293$236,4660.11%
147ENERGY TRANSFER L P LPET-PI12,612$236,2220.11%
148HONEYWELL INTL INC4385161061,105$235,9630.11%
149AMERIPRISE FINL INC03076C106481$235,1790.11%
150TRANSAMERICA INTERMEDIAT89355J58122,120$234,6970.11%
151META PLATFORMS INCMETA400$234,4000.11%
152ALPHABET INCGOOG1,480$232,4630.11%
153BLUEPRINT CHESAPK MLT88636J87310,196$230,5130.11%
154PALANTIR TECHNOLOGIES INPLTR2,681$227,0270.10%
155ISHARES 0-3 MONTH46436E7182,260$226,8830.10%
156ALIBABA GROUP HLDG LTD FBBAAY1,700$225,5900.10%
157AMERICAN FUNDS GROWTH AN02630R60911,840$224,7350.10%
158KRATOS DEFENSE & SEC SOL50077B2077,650$224,1450.10%
159APPLE INCAAPL1,000$223,1900.10%
160VANGUARD S&P 500 ETF922908363423$218,3520.10%
161STEPSTONE PRIVATE MARKET21255V4063,883$216,0240.10%
162STEPSTONE PRIVATE MARKET21255V4063,883$216,0240.10%
163NVIDIA CORPNVDA1,960$215,8940.10%
164TOLL BROS INCTOL1,977$208,2360.10%
165AMAZON.COM INCAMZN1,080$207,5430.10%
166VANGUARD FTSE EMERGING9220428584,562$207,1690.10%
167ABBOTT LABSABLZF1,572$207,0160.09%
168UNION PAC CORPUNP868$205,9470.09%
169ENTERPRISE PRODS PART LP2937921076,000$205,3200.09%
170ABBVIE INCABBV993$204,8260.09%
171BLUEPRINT CHESAPK MLT88636J8739,046$204,5130.09%
172CROWDSTRIKE HLDGS INCCRWD560$202,9320.09%
173APPLE INCAAPL896$200,0700.09%
174SALESFORCE INCCRM738$199,4070.09%
175VANGUARD MUNI BND TAX9229077464,000$198,7200.09%
176NVIDIA CORPNVDA1,800$198,2900.09%
177AMAZON.COM INCAMZN1,029$197,7420.09%
178STARBUCKS CORPSBUX2,000$196,4600.09%
179ISHARES NATIONAL MUNI4642884141,858$196,0370.09%
180CAMBRIA FIXED INCOME1320617637,732$193,9220.09%
181BERKSHIRE HATHAWAYBRK-A362$192,9420.09%
182MICROSOFT CORPMSFT500$191,0950.09%
183HERSHEY COHSY1,125$190,8220.09%
184QUALCOMM INCQCOM1,241$190,0720.09%
185UNITED RENTALS INCURI300$189,5970.09%
186ABBVIE INCABBV915$188,7370.09%
187AMAZON.COM INCAMZN980$188,3260.09%
188ISHARES MBS ETF4642885881,995$187,1110.09%
189CALVERT SMALL-CAP I13161P8625,153$183,2950.08%
190APPLE INCAAPL820$183,1990.08%
191SNOWFLAKE INCSNOW1,222$182,7370.08%
192ENTERPRISE PRODS PART LP2937921075,338$182,6660.08%
193AMERICAN FUNDS FUNDAMENT3608028212,307$180,8810.08%
194RTX CORPRTX1,357$180,3190.08%
195ISHARES 0-3 MONTH46436E7181,793$179,9690.08%
196TRANSAMERICA BOND I89396214222,193$179,7690.08%
197ABBVIE INCABBV866$178,6790.08%
198SHELL PLC FRYDAF2,445$178,6070.08%
199PALANTIR TECHNOLOGIES INPLTR2,107$178,4200.08%
200OKTA INCOKTA1,700$177,9730.08%
201ISHARES SEMICONDUCTOR464287523943$177,5380.08%
202CAMBRIA FIXED INCOME1320617637,034$176,4160.08%
203NVIDIA CORPNVDA1,600$176,2520.08%
204EATON VANCE STRATEGIC INETN26,239$175,5420.08%
205ABBOTT LABSABLZF1,324$174,3570.08%
206EOG RES INCEOG1,334$172,6010.08%
207ISHARES CORE S&P SMALL4642878041,643$172,2260.08%
208CAMBRIA FIXED INCOME1320617636,853$171,8760.08%
209CHEFS WHSE INC1630861013,104$171,2470.08%
210PALANTIR TECHNOLOGIES INPLTR2,000$169,3600.08%
211PACER FDS TR TRENDPILOT U S BD ETF69374H6428,441$169,3260.08%
212MASSMUTUAL GLOBAL FLTG R57629120719,617$168,9090.08%
213ISHARES MBS ETF4642885881,800$168,8220.08%
214KAYNE ANDERSON ENERGY IN48660610612,960$168,0910.08%
215FEDERAL NATL MTG ASSN31358610925,206$166,3590.08%
216ABBOTT LABSABLZF1,261$166,0610.08%
217ALPHABET INCGOOG1,055$165,7080.08%
218ISHARES 0-3 MONTH46436E7181,650$165,5770.08%
219GOLDMAN SACHS GROUP INCGSCE300$164,5350.08%
220ABBOTT LABSABLZF1,245$163,9540.08%
221SALESFORCE INCCRM598$161,5790.07%
222AUTOMATIC DATA PROCESSINADP524$160,7580.07%
223BERKSHIRE HATHAWAYBRK-A300$159,8970.07%
224WALMART INCWMT1,800$159,8940.07%
225KINDER MORGAN INC DELEP-PC5,565$159,3250.07%
226ALPHABET INCGOOG1,001$159,0420.07%
227ONEOK INC NEWOKE1,590$158,2510.07%
228ISHARES 7-10 YEAR TRSURY4642874401,655$157,8870.07%
229ISHARES 0-3 MONTH46436E7181,572$157,7510.07%
230MICROSOFT CORPMSFT411$157,0880.07%
231ISHARES US AEROSPACE4642887601,015$156,5230.07%
232LKCM EQUITY5018852064,414$155,8740.07%
233ISHARES CORE MSCI EAFE46432F8422,051$155,5800.07%
234AMERICAN EXPRESS COAXP575$155,5260.07%
235JOHNSON & JOHNSONJNJ1,008$154,4760.07%
236NVIDIA CORPNVDA1,400$154,2210.07%
237KAYNE ANDERSON ENERGY IN48660610611,841$153,5770.07%
238AMPLIFY CWP ENHANCED DIV0321084093,751$152,7800.07%
239TESLA INCTSLA568$152,4850.07%
240ISHARES CORE S&P MID CAP4642875072,569$150,7540.07%
241KRANESHARES CSI CHINA5007673064,283$149,9900.07%
242STEPSTONE PRIVATE MARKET21255V4062,693$149,8110.07%
243ALPHABET INCGOOG948$148,9020.07%
244CAMBRIA FIXED INCOME1320617635,896$147,8740.07%
245PALANTIR TECHNOLOGIES INPLTR1,746$147,8510.07%
246CALVERT INTERNATIONAL EQ1316498085,960$147,5260.07%
247TRANSAMERICA BOND I89396214218,137$146,9150.07%
248GILEAD SCIENCES INCGILD1,312$145,9990.07%
249SNOWFLAKE INCSNOW975$145,8010.07%
250ISHARES MBS ETF4642885881,553$145,6550.07%
251PACER WEALTHSHIELD ETF69374H8404,738$145,3850.07%
252WALMART INCWMT1,621$144,0750.07%
253AMGEN INCAMGN468$143,6380.07%
254BERKSHIRE HATHAWAYBRK-A268$142,8410.07%
255ALTRIA GROUP INCMO2,421$142,3300.07%
256ABBVIE INCABBV684$141,0880.06%
257PFIZER INCPFE5,741$140,9050.06%
258JPMORGAN EQUITY PREMIUM46641Q3322,476$140,5670.06%
259ISHARES CORE S&P MID CAP4642875072,386$139,9710.06%
260MCDONALDS CORPMCD444$139,5530.06%
261ABBVIE INCABBV675$139,2320.06%
262CAMBRIA FIXED INCOME1320617635,550$139,1960.06%
263ALTRIA GROUP INCMO2,365$139,0380.06%
264JPMORGAN ULTRA SHORT46641Q8372,720$137,2260.06%
265CATERPILLAR INCCAT415$137,1860.06%
266ISHARES TR CORE S&P SMALL-CAP ETF4642878041,310$136,9860.06%
267CAMBRIA FIXED INCOME1320617635,422$135,9860.06%
268PALANTIR TECHNOLOGIES INPLTR1,604$135,8260.06%
269PFIZER INCPFE5,522$135,5100.06%
270ABBOTT LABSABLZF1,027$135,2450.06%
271BERKSHIRE HATHAWAYBRK-A253$134,8460.06%
272ISHARES CORE TOTAL USD46434V6132,895$133,2850.06%
273SMPLFY MNGD FUT SGY82889N6994,444$132,2970.06%
274AMAZON.COM INCAMZN688$132,2120.06%
275INVESCO S&P 500 LOWIVZ1,738$129,8450.06%
276KKR & CO INCKKRT1,101$129,7730.06%
277ISHARES MBS ETF4642885881,371$128,5860.06%
278ISHARES 0-3 MONTH46436E7181,260$126,5350.06%
279PERMIAN RES CORPPR9,161$126,4330.06%
280ISHARES MSCI USA MOMNTUM46432F396620$126,1940.06%
281VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF922908751568$125,9540.06%
282SPROTT PHYSICAL GOLD ETVSII5,210$125,7690.06%
283EXXON MOBIL CORPXOM1,051$125,1110.06%
284ISHARES MSCI INDIA INDEX46429B5982,442$124,6640.06%
285ISHARES TR MSCI EAFE VALUE ETF4642888772,115$124,6580.06%
286CALVERT INTERNATIONAL EQ1316498085,036$124,6530.06%
287ABBVIE INCABBV603$124,3800.06%
288RANGE RES CORPRRC3,090$124,2940.06%
289SHOPIFY INC FSHOP1,268$123,8070.06%
290HINES GLOBAL INCOME TRUS43324370612,614$123,4910.06%
291OKTA INCOKTA1,173$122,8010.06%
292SKYWARD SPECIALTY INS GR8309401022,273$122,7190.06%
293HINES GLOBAL INCOME TRUS43324370612,511$122,4840.06%
294INVSC ACTVLY MNG OPTM YDIVZ8,918$121,7300.06%
295NVIDIA CORPNVDA1,100$121,1730.06%
296REAL ESTATE SELECT SCTR81369Y8602,893$121,1580.06%
297JPMORGAN ULTRA SHORT46641Q8372,400$121,0800.06%
298JPMORGAN ULTRA SHORT46641Q8372,380$120,1160.06%
299ABBVIE INCABBV581$119,8880.05%
300PHILIP MORRIS INTL INC718172109757$119,6740.05%
301KRANESHARES MOUNT LCS5007676524,398$119,4930.05%
302EXXON MOBIL CORPXOM1,000$119,0400.05%
303EXXON MOBIL CORPXOM1,000$119,0400.05%
304JPMORGAN ULTRA SHORT46641Q8372,350$118,5870.05%
305HINES GLOBAL INCOME TRUS43324370612,065$118,1220.05%
306ISHARES CORE S&P SMALL4642878041,125$117,9940.05%
307SPROTT PHYSICAL GOLD ETVSII4,859$117,2960.05%
308AMGEN INCAMGN381$117,1030.05%
309SPROTT PHYSICAL GOLD ETVSII4,838$116,7890.05%
310SOUTHERN COPPER CORPSCCO1,232$115,7090.05%
311HINES GLOBAL INCOME TRUS43324370611,816$115,6800.05%
312ENERGY TRANSFER L P LPET-PI6,175$115,6570.05%
313ONEOK INC NEWOKE1,161$115,5190.05%
314ISHARES 0-3 MONTH46436E7181,150$115,4020.05%
315SELECT SECTOR HEALTH81369Y209804$115,2450.05%
316VISA INCV332$114,9880.05%
317ISHARES RUSSELL 1000464287614314$114,2580.05%
318JPMORGAN CHASE & COVYLD468$114,2090.05%
319SOUTHERN COPPER CORPSCCO1,216$114,1890.05%
320OKTA INCOKTA1,090$114,1120.05%
321ABBVIE INCABBV551$113,6910.05%
322ENTERPRISE PRODS PART LP2937921073,321$113,6440.05%
323CHENIERE ENERGY PARTN LPLNG1,655$112,6060.05%
324VERIZON COMMUNICATIONS IVZ2,478$112,4640.05%
325SPDR S&P OIL & GAS EXPL78468R556848$112,4340.05%
326PALANTIR TECHNOLOGIES INPLTR1,324$112,1160.05%
327SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF82889N6993,782$111,9470.05%
328AMAZON.COM INCAMZN582$111,8420.05%
329SPROTT PHYSICAL GOLD ETVSII4,631$111,7920.05%
330PROCTER & GAMBLE CO742718109654$111,7110.05%
331IBM CORPINTR445$111,5340.05%
332CAMBRIA FIXED INCOME1320617634,443$111,4320.05%
333ALIBABA GROUP HLDG LTD FBBAAY839$111,3350.05%
334NUTANIX INCNTNX1,595$111,3310.05%
335UNITED RENTALS INCURI176$111,2300.05%
336ABBVIE INCABBV539$111,2240.05%
337BOEING COBA-PA660$110,9920.05%
338WALMART INCWMT1,244$110,5830.05%
339COSTCO WHSL CORP NEW22160K105115$110,4230.05%
340ADOBE INCADBE288$110,3610.05%
341NVIDIA CORPNVDA1,001$110,3240.05%
342OKTA INCOKTA1,052$110,1330.05%
343ENERGY TRANSFER L P LPET-PI5,865$109,8510.05%
344KRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF5007676524,020$109,6650.05%
345ISHARES CORE S&P SMALL4642878041,045$109,5260.05%
346NVIDIA CORPNVDA990$109,0560.05%
347BLACK STONE MINERALS LPBSMLP7,119$109,0030.05%
348BLACK STONE MINERALS LPBSMLP7,119$109,0030.05%
349KRANESHARES CSI CHINA5007673063,112$108,9820.05%
350AMGEN INCAMGN353$108,5090.05%
351CHENIERE ENERGY PARTN LPLNG1,593$108,3870.05%
352APPLE INCAAPL485$108,2700.05%
353ISHARES BIOTECHNOLOGY464287556869$108,1380.05%
354QUALCOMM INCQCOM703$107,7330.05%
355LOWES COS INC548661107459$107,6320.05%
356SOUTHERN COPPER CORPSCCO1,145$107,5540.05%
357UNITED RENTALS INCURI170$107,4380.05%
358ISHARES 0-3 MONTH46436E7181,070$107,4070.05%
359AFLAC INCAFL954$107,3230.05%
360EATON VANCE STRATEGIC INETN16,039$107,3020.05%
361ABBVIE INCABBV520$107,2600.05%
362CONSTELLATION BRANDS INCSTZ579$107,0040.05%
363IBM CORPINTR425$106,6070.05%
364EOG RES INCEOG821$106,1790.05%
365ISHARES 7-10 YEAR TRSURY4642874401,111$105,9890.05%
366LKCM EQUITY5018852063,000$105,9580.05%
367COHEN STEERS QUAL INCOME19247L1068,359$105,5770.05%
368HONEYWELL INTL INC438516106494$105,5450.05%
369AMERICAN FUNDS GROWTH FU3998748251,507$105,3800.05%
370ISHARES MBS ETF4642885881,120$105,0440.05%
371AMAZON.COM INCAMZN546$104,9240.05%
372CAMBRIA FIXED INCOME1320617634,173$104,6600.05%
373NVIDIA CORPNVDA950$104,6450.05%
374ENTERPRISE PRODS PART LP2937921073,051$104,4060.05%
375PROCTER & GAMBLE CO742718109611$104,2270.05%
376ABBVIE INCABBV504$104,0950.05%
377COSTCO WHSL CORP NEW22160K105109$104,0670.05%
378KAYNE ANDERSON ENERGY IN4866061068,000$103,7600.05%
379CALVERT INTERNATIONAL EQ1316498084,178$103,4250.05%
380NUTANIX INCNTNX1,481$103,3730.05%
381ABBVIE INCABBV500$103,1350.05%
382PFIZER INCPFE4,200$103,0680.05%
383EXXON MOBIL CORPXOM864$102,8500.05%
384AMERICAN FUNDS NEW ECONO6438228281,768$102,7520.05%
385ABBOTT LABSABLZF780$102,7180.05%
386HONEYWELL INTL INC438516106478$102,2190.05%
387PACER WEALTHSHIELD ETF69374H8403,331$102,2110.05%
388ISHARES CORE MSCI EAFE46432F8421,344$101,9630.05%
389ANHEUSER BUSCH INBEV S FBUDFF1,655$101,9480.05%
390ENERGY TRANSFER L P LPET-PI5,440$101,8910.05%
391EXXON MOBIL CORPXOM854$101,7000.05%
392ENERGY TRANSFER L P LPET-PI5,405$101,2350.05%
393VANGUARD 500 INDEX ADMIR922908710194$101,2060.05%
394CROWDSTRIKE HLDGS INCCRWD279$101,1040.05%
395IBM CORPINTR403$100,9550.05%
396ISHARES 0-3 MONTH46436E7181,003$100,7220.05%
397VANGUARD FTSE EMERGING9220428582,213$100,4920.05%
398APPLE INCAAPL450$100,4590.05%
399JPMORGAN CHASE & COVYLD411$100,3080.05%
400JPMORGAN ULTRA SHORT46641Q8371,985$100,1820.05%
401ATLANTIC UN BANKSHARES C04911A1073,309$100,0700.05%
402AMGEN INCAMGN325$99,9820.05%
403KAYNE ANDERSON ENERGY IN4866061067,692$99,7650.05%
404VANGUARD PRIMECAP CORE I9219215083,033$99,5760.05%
405WORKDAY INCWDAY424$99,4400.05%
406KAYNE ANDERSON ENERGY IN4866061067,656$99,2980.05%
407MCDONALDS CORPMCD316$99,1210.05%
408IBM CORPINTR395$99,0970.05%
409DELL TECHNOLOGIES INCDELL1,075$98,8570.05%
410SPDR S&P 500 ETFSPY176$98,7300.05%
411SIMON PPTY GROUP INC NEW828806109592$98,7080.05%
412ISHARES 0-3 MONTH46436E718983$98,6580.05%
413APPLE INCAAPL441$98,4340.05%
414EATON VANCE STRATEGIC INETN14,689$98,2710.05%
415SPDR S&P 500 GROWTH ETF78464A4091,213$98,2150.05%
416CONOCOPHILLIPSCOP931$98,1580.05%
417ASML HLDG N V FASMLF147$98,0980.04%
418HOME DEPOT INCHD268$98,0760.04%
419EATON VANCE STRATEGIC INETN14,644$97,9710.04%
420HONEYWELL INTL INC438516106458$97,8610.04%
421TRANSAMERICA BOND I89396214212,060$97,6870.04%
422SHOPIFY INC FSHOP1,000$97,6400.04%
423SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X5092,468$97,1650.04%
424NVIDIA CORPNVDA882$97,1550.04%
425SPDR S&P 500 ETFSPY172$96,7950.04%
426COSTCO WHSL CORP NEW22160K105101$96,4310.04%
427KRATOS DEFENSE & SEC SOL50077B2073,291$96,4260.04%
428ISHARES 0-3 MONTH46436E718957$96,1050.04%
429AIR PRODS & CHEMS INCAIIR327$96,0120.04%
430MASTERCARD INCMA175$95,9890.04%
431ALPHABET INCGOOG603$95,9270.04%
432COSTCO WHSL CORP NEW22160K105100$95,8190.04%
433ENERGY TRANSFER L P LPET-PI5,115$95,8160.04%
434PFIZER INCPFE3,900$95,7060.04%
435VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX922042718827$95,6010.04%
436IMGP DBI MANAGED FUTURES53700T8273,774$95,5190.04%
437ABBVIE INCABBV463$95,5030.04%
438CHEVRON CORP NEWCVX566$95,3760.04%
439VANGUARD EXTENDED MARKET922908652550$95,2490.04%
440NESTLE S A F641069406934$95,1740.04%
441UNITED RENTALS INCURI150$95,0590.04%
442SHOPIFY INC FSHOP972$94,9060.04%
443MASTERCARD INCMA173$94,8920.04%
444ILLINOIS TOOL WKS INC452308109381$94,8530.04%
445BERKLEY W R CORPWRB-PH1,350$94,8370.04%
446JPMORGAN CHASE & COVYLD388$94,6720.04%
447SALESFORCE INCCRM350$94,5700.04%
448HOME DEPOT INCHD258$94,3790.04%
449MASSMUTUAL GLOBAL FLTG R57629120710,953$94,3120.04%
450EXXON MOBIL CORPXOM791$94,2620.04%
451CROWDSTRIKE HLDGS INCCRWD259$93,8560.04%
452SHOPIFY INC FSHOP959$93,6360.04%
453ISHARES MBS ETF464288588998$93,6020.04%
454UNITED RENTALS INCURI148$93,5340.04%
455SPDR S&P DIVIDEND ETF78464A763688$93,3190.04%
456JPMORGAN CHASE & COVYLD382$93,2420.04%
457APPLE INCAAPL417$93,1690.04%
458NUTANIX INCNTNX1,333$93,0430.04%
459ILLUMINA INCILMN1,184$92,8130.04%
460ISHARES 0-3 MONTH46436E718923$92,6680.04%
461AT&T INCT-PC3,252$92,6160.04%
462WORKDAY INCWDAY394$92,4040.04%
463VIPER ENERGY INCVNOM2,022$92,1590.04%
464CONSOLIDATED EDISON INCED837$92,1200.04%
465AMGEN INCAMGN300$92,0760.04%
466IMGP DBI MANAGED FUTURES53700T8273,635$92,0010.04%
467TEXTRON INCTXT1,272$91,7870.04%
468ABBOTT LABSABLZF697$91,7870.04%
469CAMBRIA FIXED INCOME1320617633,650$91,5430.04%
470TRANSAMERICA SHORT-TERM8939621349,250$91,3050.04%
471AMAZON.COM INCAMZN475$91,2800.04%
472WALMART INCWMT1,026$91,1390.04%
473HOME DEPOT INCHD249$91,1310.04%
474AMERICAN FUNDS NEW PERSP6480188281,492$91,0110.04%
475SANOFI FSNYNF1,667$90,5840.04%
476CARILLON SCOUT MID CAP I14214M8723,987$90,2870.04%
477EATON VANCE STRATEGIC INETN13,493$90,2680.04%
478ABBOTT LABSABLZF684$90,0750.04%
479TRAVELERS COS INCTRV340$89,9430.04%
480TAIWAN SEMICONDUCTOR M F874039100533$89,8850.04%
481IBM CORPINTR358$89,8130.04%
482ABBOTT LABSABLZF682$89,8120.04%
483BROWN & BROWN INCBRO722$89,6070.04%
484SNOWFLAKE INCSNOW599$89,5740.04%
485KRATOS DEFENSE & SEC SOL50077B2073,056$89,5400.04%
486APPLE INCAAPL400$89,3750.04%
487SPDR BLOOMBERG 1 3 MNTH78468R663976$89,2770.04%
488AMAZON.COM INCAMZN462$88,7820.04%
489EVERSOURCE ENERGYES1,428$88,6640.04%
490ABBOTT LABSABLZF672$88,6240.04%
491JPMORGAN ULTRA SHORT46641Q8371,751$88,3840.04%
492JPMORGAN ULTRA SHORT46641Q8371,749$88,2720.04%
493PFIZER INCPFE3,596$88,2680.04%
494NVIDIA CORPNVDA800$88,1340.04%
495AMGEN INCAMGN287$88,0860.04%
496ISHARES CORE MSCI EAFE46432F8421,158$87,8590.04%
497FREEPORT-MCMORAN INCFCX2,300$87,6990.04%
498MASSMUTUAL GLOBAL FLTG R57629120710,169$87,5630.04%
499EATON VANCE STRATEGIC INETN13,066$87,4130.04%
500INVSC ACTVLY MNG OPTM YDIVZ6,400$87,3600.04%