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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

Elyxium Wealth, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0002043538-25-000005

Total Value
$266.5M
Positions
566
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL118,144$24.2M9.10%
2ISHARES CORE S&P 500 ETF46428720018,457$11.5M4.30%
3ISHARES CORE S&P MID-CAP ETF464287507131,563$8.2M3.06%
4AFFIRM HLDGS INC COM CL AAFRM104,663$7.2M2.72%
5SPDR S&P 500 ETF TRUSTSPY10,761$6.6M2.50%
6ISHARES RUSSELL 3000 ETF46428768917,730$6.2M2.34%
7DOUBLELINE OPPORTUNISTIC CORE BOND ETF25861R105123,469$5.7M2.14%
8MICROSOFT CORP COMMSFT11,384$5.7M2.13%
9ISHARES CORE MSCI EAFE ETF46432F84261,905$5.2M1.94%
10ISHARES CORE S&P SMALL CAP ETF46428780446,925$5.1M1.93%
11NVIDIA CORPORATION COMNVDA28,425$4.5M1.69%
12AMAZON COM INC COMAMZN18,742$4.1M1.54%
13GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67389,572$3.9M1.47%
14ISHARES RUSSELL MIDCAP ETF46428749939,439$3.6M1.36%
15SPDR S&P MIDCAP 400 ETF TRUSTMDY6,200$3.5M1.32%
16ISHARES CORE MSCI EMERGING MARKETS ETF46434G10351,795$3.1M1.17%
17BROADCOM INC COMAVGO10,519$2.9M1.09%
18MICROSOFT CORP COMMSFT5,814$2.9M1.09%
19COSTCO WHSL CORP NEW COM22160K1052,786$2.8M1.04%
20WILLIAMS SONOMA INC COMWSM15,833$2.6M0.97%
21NVIDIA CORPORATION COMNVDA15,984$2.5M0.95%
22PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND72201R86649,060$2.5M0.95%
23EXXON MOBIL CORP COMXOM23,150$2.5M0.94%
24UNION PAC CORP COMUNP10,781$2.5M0.93%
25ISHARES MSCI EAFE ETF46428746527,612$2.5M0.93%
26MICROSOFT CORP COMMSFT4,926$2.5M0.92%
27ISHARES GOLD TRUSTIAU37,449$2.3M0.88%
28NVIDIA CORPORATION COMNVDA13,783$2.2M0.82%
29JPMORGAN CHASE & CO. COMVYLD7,283$2.1M0.79%
30APPLE INC COMAAPL9,962$2.0M0.77%
31PROCTER AND GAMBLE CO COM74271810912,579$2.0M0.75%
32NYLI MACKAY MUNI INTERMEDIATE ETF45409F82782,702$2.0M0.74%
33RTX CORPORATION COMRTX12,650$1.8M0.69%
34META PLATFORMS INC CL AMETA2,244$1.7M0.62%
35ISHARES MSCI JAPAN ETF46434G82222,065$1.7M0.62%
36TESLA INC COMTSLA4,871$1.5M0.58%
37NETFLIX INC COMNFLX1,145$1.5M0.58%
38ISHARES CORE S&P 500 ETF4642872002,435$1.5M0.57%
39ISHARES MSCI EAFE SMALL-CAP ETF46428827320,295$1.5M0.55%
40JPMORGAN CHASE & CO. COMVYLD5,061$1.5M0.55%
41TRANE TECHNOLOGIES PLC SHSTT3,280$1.4M0.54%
42ALPHABET INC CAP STK CL AGOOG8,061$1.4M0.53%
43ALPHABET INC CAP STK CL CGOOG7,930$1.4M0.53%
44APPLE INC COMAAPL6,768$1.4M0.52%
45PALANTIR TECHNOLOGIES INC CL APLTR10,181$1.4M0.52%
46HOME DEPOT INC COMHD3,783$1.4M0.52%
47CONVERGENCE LONG/SHORT EQUITY ETF89834G76059,093$1.4M0.52%
48DEERE & CO COMDE2,708$1.4M0.52%
49IMGP DBI MANAGED FUTURES STRATEGY ETF53700T82750,670$1.3M0.49%
50AMAZON COM INC COMAMZN5,872$1.3M0.48%
51COSTCO WHSL CORP NEW COM22160K1051,203$1.2M0.45%
52SALESFORCE INC COMCRM4,359$1.2M0.45%
53HONEYWELL INTL INC COM4385161064,688$1.1M0.41%
54META PLATFORMS INC CL AMETA1,433$1.1M0.40%
55META PLATFORMS INC CL AMETA1,384$1.0M0.38%
56AMAZON COM INC COMAMZN4,627$1.0M0.38%
57EXXON MOBIL CORP COMXOM9,274$999,7370.38%
58ALPHABET INC CAP STK CL CGOOG5,629$998,5280.37%
59ROYAL CARIBBEAN GROUP COMV7780T1033,131$980,4870.37%
60ADOBE INC COMADBE2,461$952,1120.36%
61TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,015$909,3570.34%
62MARRIOTT INTL INC NEW CL A5719032023,173$866,8750.33%
63JABIL INC COMJBL3,944$860,1860.32%
64BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,769$859,3270.32%
65AMERICAN EXPRESS CO COMAXP2,609$832,2190.31%
66CATERPILLAR INC COMCAT2,090$811,3590.30%
67INTERCONTINENTAL EXCHANGE INC COM45866F1044,422$811,3040.30%
68ALPHABET INC CAP STK CL AGOOG4,510$794,7970.30%
69CHEVRON CORP NEW COMCVX5,253$752,1770.28%
70ORACLE CORP COMORCL-PD3,232$706,6070.27%
71DISNEY WALT CO COM2546871065,599$694,3220.26%
72DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30223,730$686,9920.26%
73VANGUARD SMALL-CAP ETF9229087512,871$680,3700.26%
74ORACLE CORP COMORCL-PD3,061$669,1210.25%
75VISA INC COM CL AV1,875$665,7190.25%
76ALPHABET INC CAP STK CL AGOOG3,686$649,6160.24%
77ISHARES CORE S&P 500 ETF4642872001,020$633,3180.24%
78BROADCOM INC COMAVGO2,292$631,8920.24%
79ISHARES RUSSELL 2000 ETF4642876552,908$627,5470.24%
80GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63214,162$618,7380.23%
81BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,272$617,8990.23%
82TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,647$599,5160.23%
83ISHARES CORE MSCI EAFE ETF46432F8427,150$596,8820.22%
84VICTORYSHARES SHORT-TERM BOND ETF92647N53511,446$581,6710.22%
85VANGUARD FTSE DEVELOPED MARKETS ETF92194385810,202$581,6160.22%
86ISHARES 1-3 YEAR TREASURY BOND ETF4642874576,978$578,1770.22%
87BANK NEW YORK MELLON CORP COM0640581006,342$577,8200.22%
88PROCTER AND GAMBLE CO COM7427181093,606$574,5080.22%
89NEXTERA ENERGY INC COMNEE-PW8,189$568,4800.21%
90PHILIP MORRIS INTL INC COM7181721093,077$560,4140.21%
91JPMORGAN CHASE & CO. COMVYLD1,869$541,8420.20%
92PEPSICO INC COMPEP4,059$535,9500.20%
93COINBASE GLOBAL INC COM CL ACOIN1,512$529,7660.20%
94ISHARES RUSSELL 1000 VALUE ETF4642875982,665$517,6230.19%
95MASTERCARD INCORPORATED CL AMA905$508,5560.19%
96MICROSOFT CORP COMMSFT1,012$503,4390.19%
97NVIDIA CORPORATION COMNVDA3,184$503,0430.19%
98DISNEY WALT CO COM2546871064,053$502,6130.19%
99ACCENTURE PLC IRELAND SHS CLASS AACN1,663$497,0540.19%
100TESLA INC COMTSLA1,560$495,5500.19%
101ELI LILLY & CO COMLLY633$493,4420.19%
102UNION PAC CORP COMUNP2,128$489,6100.18%
103AON PLC SHS CL AAON1,363$486,2640.18%
104JOHNSON & JOHNSON COMJNJ3,131$478,2600.18%
105ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,214$477,8760.18%
106GE AEROSPACE COM NEW3696043011,831$471,2810.18%
107BROADCOM INC COMAVGO1,692$466,4090.18%
108BOEING CO COMBA-PA2,211$463,3110.17%
109ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G3266,085$462,7030.17%
110LAM RESEARCH CORP COM NEWLRCX4,626$450,2950.17%
111VANGUARD DIVIDEND APPRECIATION ETF9219088442,200$450,2740.17%
112AT&T INC COMT-PC15,462$447,4700.17%
113AMGEN INC COMAMGN1,590$443,9440.17%
114LAM RESEARCH CORP COM NEWLRCX4,525$440,4640.17%
115BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A902$438,1650.16%
116BROADCOM INC COMAVGO1,534$422,7490.16%
117HONEYWELL INTL INC COM4385161061,815$422,6770.16%
118MCDONALDS CORP COMMCD1,441$421,0170.16%
119ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886467,914$417,5430.16%
120EATON CORP PLC SHSETN1,165$415,9140.16%
121PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R8174,250$413,5520.16%
122HONEYWELL INTL INC COM4385161061,735$404,1060.15%
123NETFLIX INC COMNFLX301$403,0780.15%
124AIRBNB INC COM CL AABNB3,015$399,0050.15%
125ISHARES BITCOIN TRUST ETFIBIT6,496$397,6200.15%
126QUALCOMM INC COMQCOM2,434$387,5830.15%
127NETFLIX INC COMNFLX287$384,3300.14%
128CHEVRON CORP NEW COMCVX2,640$378,0130.14%
129APPLE INC COMAAPL1,835$376,5160.14%
130DOVER CORP COMDOV2,039$373,6060.14%
131ABBVIE INC COMABBV1,986$368,5860.14%
132VISA INC COM CL AV1,031$366,0570.14%
133COMCAST CORP NEW CL ACCZ10,217$364,6450.14%
134ORACLE CORP COMORCL-PD1,652$361,1770.14%
135AMERIPRISE FINL INC COM03076C106673$359,2000.13%
136JOHNSON & JOHNSON COMJNJ2,340$357,4350.13%
137WELLS FARGO CO NEW COM9497461014,426$354,6110.13%
138AMERICAN INTL GROUP INC COM NEW0268747844,129$353,4010.13%
139GENERAL MLS INC COM3703341046,796$352,0990.13%
140COCA COLA CO COMKO4,952$350,3540.13%
141ELI LILLY & CO COMLLY446$347,6700.13%
142GE AEROSPACE COM NEW3696043011,337$344,1400.13%
143VERIZON COMMUNICATIONS INC COMVZ7,941$343,6070.13%
144CANADIAN PACIFIC KANSAS CITY COMCP4,296$340,5440.13%
145COSTCO WHSL CORP NEW COM22160K105342$338,5590.13%
146AMAZON COM INC COMAMZN1,525$334,5700.13%
147INTERNATIONAL BUSINESS MACHS COMINTR1,094$322,4890.12%
148ELI LILLY & CO COMLLY409$318,8280.12%
149RTX CORPORATION COMRTX2,180$318,3240.12%
150META PLATFORMS INC CL AMETA420$310,0340.12%
151ISHARES RUSSELL MIDCAP ETF4642874993,360$309,0190.12%
152PUTNAM FOCUSED LARGE CAP VALUE ETF7467293007,594$305,5070.11%
153CROWDSTRIKE HLDGS INC CL ACRWD596$303,4470.11%
154PROGRESSIVE CORP COM7433151031,135$302,8860.11%
155BANK AMERICA CORP COM0605051046,371$301,4760.11%
156TESLA INC COMTSLA934$296,6940.11%
157PFIZER INC COMPFE12,024$291,4520.11%
158YUM BRANDS INC COMYUM1,947$288,5060.11%
159MASTERCARD INCORPORATED CL AMA508$285,4660.11%
160THERMO FISHER SCIENTIFIC INC COMTMO699$283,4170.11%
161ABBVIE INC COMABBV1,488$276,2030.10%
162PHILIP MORRIS INTL INC COM7181721091,513$275,5630.10%
163MERCADOLIBRE INC COMMELI102$266,5900.10%
164VANGUARD TOTAL STOCK MARKET ETF922908769877$266,5470.10%
165INTUIT COMINTU327$257,5550.10%
166SEMPRA COMSREA3,377$255,8750.10%
167ALTRIA GROUP INC COMMO4,333$254,0440.10%
168PNC FINL SVCS GROUP INC COM6934751051,362$253,9040.10%
169THE CIGNA GROUP COM125523100765$252,8940.09%
170CISCO SYS INC COMCSCO3,605$250,1150.09%
171ISHARES INTERNATIONAL SELECT DIVIDEND ETF4642884487,200$248,4720.09%
172AT&T INC COMT-PC8,531$246,8870.09%
173AMERICAN ELEC PWR CO INC COM0255371012,343$243,1100.09%
174GE VERNOVA INC COMGEV457$241,8220.09%
175ALPHABET INC CAP STK CL CGOOG1,363$241,7830.09%
176ISHARES CALIFORNIA MUNI BOND ETF4642883564,333$241,5210.09%
177COCA COLA CO COMKO3,371$238,4980.09%
178MCKESSON CORP COMMCK324$237,4210.09%
179CINTAS CORP COMCTAS1,059$236,0190.09%
180PFIZER INC COMPFE9,724$235,7100.09%
181BOSTON SCIENTIFIC CORP COMBSX2,190$235,2280.09%
182UNUM GROUP COMUNMA2,890$233,3960.09%
183EATON CORP PLC SHSETN652$232,7570.09%
184MICRON TECHNOLOGY INC COMMU1,881$231,7900.09%
185BANK AMERICA CORP COM0605051044,791$226,6920.09%
186ISHARES S&P MID-CAP 400 GROWTH ETF4642876062,480$225,6300.08%
187MONDELEZ INTL INC CL A6092071053,294$222,1470.08%
188VALERO ENERGY CORP COMVLO1,646$221,2550.08%
189MASTERCARD INCORPORATED CL AMA393$220,8640.08%
190AMERIPRISE FINL INC COM03076C106411$219,3630.08%
191VISA INC COM CL AV611$217,0150.08%
192ALPHABET INC CAP STK CL AGOOG1,227$216,2750.08%
193EXXON MOBIL CORP COMXOM1,988$214,3520.08%
194ORACLE CORP COMORCL-PD975$213,2250.08%
195UNITEDHEALTH GROUP INC COMUNH679$211,8280.08%
196BANK AMERICA CORP COM0605051044,439$210,0530.08%
197INVESCO QQQ TRUST SERIES IIVZ380$209,6230.08%
198ASTRONICS CORP COMATROB6,250$209,2500.08%
199KLA CORP COM NEWKLAC229$205,2080.08%
200SPDR S&P 500 ETF TRUSTSPY332$205,1260.08%
201MORGAN STANLEY COM NEWMS-PQ1,451$204,3880.08%
202ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881581,919$204,0660.08%
203EATON CORP PLC SHSETN566$202,0560.08%
204CISCO SYS INC COMCSCO2,865$198,7450.07%
205INTUIT COMINTU250$196,9080.07%
206ELI LILLY & CO COMLLY250$194,9070.07%
207TRANE TECHNOLOGIES PLC SHSTT441$192,8980.07%
208VERIZON COMMUNICATIONS INC COMVZ4,427$191,5560.07%
209T-MOBILE US INC COMTMUSZ800$190,6310.07%
210TEXAS INSTRS INC COM882508104897$186,2350.07%
211UNITEDHEALTH GROUP INC COMUNH593$184,9980.07%
212SALESFORCE INC COMCRM675$184,0660.07%
213JPMORGAN CHASE & CO. COMVYLD628$182,1570.07%
214WALMART INC COMWMT1,834$179,3290.07%
215MASTERCARD INCORPORATED CL AMA319$179,2590.07%
216WELLS FARGO CO NEW COM9497461012,219$177,7860.07%
217EXELON CORP COMEXC4,080$177,1540.07%
218DEERE & CO COMDE344$175,0400.07%
219GE VERNOVA INC COMGEV326$172,5060.06%
220CADENCE DESIGN SYSTEM INC COMCDNS559$172,2560.06%
221EATON CORP PLC SHSETN476$169,9740.06%
222CME GROUP INC COMCME614$169,2310.06%
223VERTEX PHARMACEUTICALS INC COMVRTX378$168,2860.06%
224ADVANCED MICRO DEVICES INC COMAMD1,183$167,8680.06%
225UNITEDHEALTH GROUP INC COMUNH534$166,6360.06%
226MICRON TECHNOLOGY INC COMMU1,345$165,7950.06%
227MICROSOFT CORP COMMSFT333$165,6380.06%
228PROCTER AND GAMBLE CO COM7427181091,030$164,1000.06%
229KLA CORP COM NEWKLAC179$160,3370.06%
230AMERICAN EXPRESS CO COMAXP502$160,1280.06%
231PROGRESSIVE CORP COM743315103599$159,8490.06%
232AT&T INC COMT-PC5,480$158,5780.06%
233ALLSTATE CORP COMALL-PJ766$154,2030.06%
234NETFLIX INC COMNFLX115$154,0000.06%
235HOME DEPOT INC COMHD419$153,6220.06%
236NEXTERA ENERGY INC COMNEE-PW2,212$153,5570.06%
237INTEL CORP COMINTC6,841$153,2380.06%
238SERVICENOW INC COMNOW148$152,1560.06%
239PHILIP MORRIS INTL INC COM718172109832$151,5320.06%
240BOSTON SCIENTIFIC CORP COMBSX1,405$150,9110.06%
241GILEAD SCIENCES INC COMGILD1,351$149,8210.06%
242AT&T INC COMT-PC5,158$149,2730.06%
243AMERICAN INTL GROUP INC COM NEW0268747841,732$148,2420.06%
244ALTRIA GROUP INC COMMO2,527$148,1580.06%
245AMPHENOL CORP NEW CL A0320951011,498$147,9540.06%
246DUKE ENERGY CORP NEW COM NEWDUKB1,235$145,7300.05%
247T-MOBILE US INC COMTMUSZ611$145,6410.05%
248AMERICAN ELEC PWR CO INC COM0255371011,357$140,8020.05%
249CORTEVA INC COMCTVA1,865$138,9980.05%
250CINCINNATI FINL CORP COM172062101921$137,1550.05%
251PROLOGIS INC. COMPLDGP1,295$136,1300.05%
252PHILIP MORRIS INTL INC COM718172109746$135,7960.05%
253THE CIGNA GROUP COM125523100409$135,2070.05%
254DISNEY WALT CO COM2546871061,081$134,0410.05%
255KROGER CO COMKR1,805$129,4730.05%
256KLA CORP COM NEWKLAC144$128,9940.05%
257STARBUCKS CORP COMSBUX1,401$128,3410.05%
258AMPHENOL CORP NEW CL A0320951011,294$127,7940.05%
259ILLINOIS TOOL WKS INC COM452308109510$126,0980.05%
260COCA COLA CO COMKO1,781$125,9950.05%
261ADVANCED MICRO DEVICES INC COMAMD883$125,2980.05%
262EXXON MOBIL CORP COMXOM1,157$124,7250.05%
263VERIZON COMMUNICATIONS INC COMVZ2,823$122,1660.05%
264ABBVIE INC COMABBV655$121,5810.05%
265MERCK & CO INC COMMRK1,527$120,8630.05%
266WALMART INC COMWMT1,236$120,8560.05%
267SCHWAB CHARLES CORP COMSCHW-PJ1,321$120,5050.05%
268S&P GLOBAL INC COMSPGI228$120,2220.05%
269COSTCO WHSL CORP NEW COM22160K105121$119,8050.04%
270RTX CORPORATION COMRTX818$119,4440.04%
271NIKE INC CL BNKE1,628$115,6530.04%
272MICRON TECHNOLOGY INC COMMU938$115,6090.04%
273META PLATFORMS INC CL AMETA155$114,4040.04%
274ABBOTT LABS COMABLZF831$112,9560.04%
275ELEVANCE HEALTH INC COMELV289$112,4090.04%
276T-MOBILE US INC COMTMUSZ467$111,2670.04%
277DEERE & CO COMDE218$110,8770.04%
278ILLINOIS TOOL WKS INC COM452308109447$110,5210.04%
279TESLA INC COMTSLA347$110,2280.04%
280AMERICAN INTL GROUP INC COM NEW0268747841,283$109,8120.04%
281INTERNATIONAL BUSINESS MACHS COMINTR367$108,1840.04%
282KLA CORP COM NEWKLAC120$107,5090.04%
283ALTRIA GROUP INC COMMO1,819$106,6480.04%
284MORGAN STANLEY COM NEWMS-PQ756$106,4900.04%
285CONSTELLATION ENERGY CORP COMCEG329$106,3050.04%
286MICRON TECHNOLOGY INC COMMU858$105,7490.04%
287CISCO SYS INC COMCSCO1,503$104,2780.04%
288WALMART INC COMWMT1,065$104,1840.04%
289LINDE PLC SHSLIN219$102,7500.04%
290ROYAL CARIBBEAN GROUP COMV7780T103327$102,3970.04%
291MERCK & CO INC COMMRK1,289$102,0370.04%
292AMERIPRISE FINL INC COM03076C106191$101,9890.04%
293INTERNATIONAL BUSINESS MACHS COMINTR345$101,6990.04%
294GILEAD SCIENCES INC COMGILD916$101,5280.04%
295DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V3023,453$99,9640.04%
296DEERE & CO COMDE196$99,6640.04%
297PEPSICO INC COMPEP744$98,2380.04%
298COCA COLA CO COMKO1,379$97,5490.04%
299PEPSICO INC COMPEP736$97,1810.04%
300CATERPILLAR INC COMCAT249$96,6780.04%
301AMERIPRISE FINL INC COM03076C106181$96,6050.04%
302DOUBLELINE OPPORTUNISTIC CORE BOND ETF25861R1052,070$95,7170.04%
303AMERICAN EXPRESS CO COMAXP300$95,6160.04%
304MERCK & CO INC COMMRK1,204$95,3380.04%
305ALPHABET INC CAP STK CL CGOOG537$95,2630.04%
306ABBOTT LABS COMABLZF700$95,2070.04%
307AMERICAN INTL GROUP INC COM NEW0268747841,104$94,4830.04%
308AMGEN INC COMAMGN333$92,9410.03%
309ABBVIE INC COMABBV499$92,6820.03%
310SYNCHRONY FINANCIAL COMSYF-PB1,388$92,6350.03%
311ISHARES CORE S&P 500 ETF464287200149$92,5140.03%
312HOME DEPOT INC COMHD251$92,0270.03%
313COCA COLA CO COMKO1,300$91,9750.03%
314TRANE TECHNOLOGIES PLC SHSTT208$90,9810.03%
315BOEING CO COMBA-PA434$90,9360.03%
316MCKESSON CORP COMMCK124$90,8650.03%
317NEXTERA ENERGY INC COMNEE-PW1,307$90,7560.03%
318TRANE TECHNOLOGIES PLC SHSTT207$90,5640.03%
319EXELON CORP COMEXC2,075$90,0970.03%
320INTERCONTINENTAL EXCHANGE INC COM45866F104488$89,5330.03%
321ALLSTATE CORP COMALL-PJ441$88,7780.03%
322ABBOTT LABS COMABLZF652$88,6790.03%
323DUKE ENERGY CORP NEW COM NEWDUKB749$88,3820.03%
324JOHNSON & JOHNSON COMJNJ577$88,1070.03%
325SALESFORCE INC COMCRM321$87,5710.03%
326SERVICENOW INC COMNOW85$87,3870.03%
327THERMO FISHER SCIENTIFIC INC COMTMO214$86,7680.03%
328GILEAD SCIENCES INC COMGILD780$86,4790.03%
329PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND72201R8661,676$86,0790.03%
330NYLI MACKAY MUNI INTERMEDIATE ETF45409F8273,600$85,8600.03%
331BANK NEW YORK MELLON CORP COM064058100932$84,9150.03%
332ACCENTURE PLC IRELAND SHS CLASS AACN282$84,2870.03%
333CINCINNATI FINL CORP COM172062101564$83,9910.03%
334BOSTON SCIENTIFIC CORP COMBSX781$83,8870.03%
335QUALCOMM INC COMQCOM521$82,9980.03%
336ADVANCED MICRO DEVICES INC COMAMD584$82,8700.03%
337CHEVRON CORP NEW COMCVX578$82,7040.03%
338WELLS FARGO CO NEW COM9497461011,032$82,6840.03%
339ADOBE INC COMADBE210$81,2450.03%
340MCDONALDS CORP COMMCD277$80,9310.03%
341CME GROUP INC COMCME293$80,7570.03%
342PALANTIR TECHNOLOGIES INC CL APLTR592$80,7010.03%
343CONSTELLATION ENERGY CORP COMCEG247$79,7220.03%
344EXELON CORP COMEXC1,825$79,2260.03%
345NEXTERA ENERGY INC COMNEE-PW1,138$79,0000.03%
346PROCTER AND GAMBLE CO COM742718109492$78,4270.03%
347CSX CORP COMCSX2,401$78,3450.03%
348CME GROUP INC COMCME281$77,4490.03%
349CME GROUP INC COMCME278$76,6220.03%
350ABBOTT LABS COMABLZF562$76,4380.03%
351VISA INC COM CL AV215$76,3360.03%
352HOME DEPOT INC COMHD207$75,8940.03%
353SYNCHRONY FINANCIAL COMSYF-PB1,135$75,7360.03%
354ALLSTATE CORP COMALL-PJ374$75,3190.03%
355BOSTON SCIENTIFIC CORP COMBSX697$74,8650.03%
356ELI LILLY & CO COMLLY94$73,2760.03%
357CONSTELLATION ENERGY CORP COMCEG226$72,9440.03%
358KROGER CO COMKR988$70,8690.03%
359IMGP DBI MANAGED FUTURES STRATEGY ETF53700T8272,650$68,1850.03%
360VERIZON COMMUNICATIONS INC COMVZ1,560$67,4970.03%
361RTX CORPORATION COMRTX456$66,6350.03%
362AMERICAN INTL GROUP INC COM NEW026874784778$66,5890.02%
363LINDE PLC SHSLIN140$65,6950.02%
364ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158616$65,5050.02%
365SCHWAB CHARLES CORP COMSCHW-PJ700$63,8680.02%
366CORTEVA INC COMCTVA854$63,6490.02%
367NIKE INC CL BNKE894$63,5100.02%
368CSX CORP COMCSX1,942$63,3670.02%
369CME GROUP INC COMCME227$62,5660.02%
370TEXAS INSTRS INC COM882508104301$62,4940.02%
371EXXON MOBIL CORP COMXOM578$62,3220.02%
372ELEVANCE HEALTH INC COMELV159$61,8450.02%
373ILLINOIS TOOL WKS INC COM452308109250$61,8130.02%
374AMPHENOL CORP NEW CL A032095101625$61,7190.02%
375S&P GLOBAL INC COMSPGI117$61,7050.02%
376BANK AMERICA CORP COM0605051041,303$61,6470.02%
377PROGRESSIVE CORP COM743315103230$61,3800.02%
378QUALCOMM INC COMQCOM384$61,1560.02%
379INTERNATIONAL BUSINESS MACHS COMINTR207$61,0970.02%
380AT&T INC COMT-PC2,109$61,0200.02%
381HONEYWELL INTL INC COM438516106259$60,3490.02%
382NETFLIX INC COMNFLX45$60,2610.02%
383MCDONALDS CORP COMMCD206$60,2370.02%
384GE AEROSPACE COM NEW369604301227$58,4280.02%
385PFIZER INC COMPFE2,398$58,1220.02%
386PROLOGIS INC. COMPLDGP550$57,8620.02%
387CROWDSTRIKE HLDGS INC CL ACRWD113$57,5520.02%
388S&P GLOBAL INC COMSPGI108$56,9470.02%
389TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100251$56,8490.02%
390BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A117$56,8350.02%
391PEPSICO INC COMPEP426$56,2490.02%
392ADOBE INC COMADBE143$55,2390.02%
393CATERPILLAR INC COMCAT141$54,7380.02%
394UNITEDHEALTH GROUP INC COMUNH175$54,5950.02%
395S&P GLOBAL INC COMSPGI102$53,7840.02%
396ISHARES MSCI EAFE ETF464287465600$53,6340.02%
397PNC FINL SVCS GROUP INC COM693475105283$52,7570.02%
398VALERO ENERGY CORP COMVLO376$50,5420.02%
399T-MOBILE US INC COMTMUSZ210$50,0350.02%
400ISHARES GOLD TRUSTIAU800$49,8880.02%
401LINDE PLC SHSLIN106$49,7330.02%
402NIKE INC CL BNKE697$49,5150.02%
403QUALCOMM INC COMQCOM310$49,3710.02%
404CINTAS CORP COMCTAS220$49,0330.02%
405STARBUCKS CORP COMSBUX524$48,0140.02%
406GE VERNOVA INC COMGEV90$47,6240.02%
407CROWDSTRIKE HLDGS INC CL ACRWD91$46,3470.02%
408AMAZON COM INC COMAMZN211$46,2910.02%
409SERVICENOW INC COMNOW45$46,2640.02%
410PALANTIR TECHNOLOGIES INC CL APLTR331$45,1220.02%
411THE CIGNA GROUP COM125523100135$44,6280.02%
412TEXAS INSTRS INC COM882508104214$44,4310.02%
413ADVANCED MICRO DEVICES INC COMAMD313$44,4150.02%
414ILLINOIS TOOL WKS INC COM452308109179$44,2580.02%
415MARRIOTT INTL INC NEW CL A571903202161$43,9920.02%
416BOEING CO COMBA-PA207$43,3730.02%
417BOEING CO COMBA-PA207$43,3730.02%
418YUM BRANDS INC COMYUM292$43,2690.02%
419UNION PAC CORP COMUNP187$43,0250.02%
420MONDELEZ INTL INC CL A609207105613$41,3410.02%
421VERTEX PHARMACEUTICALS INC COMVRTX93$41,3370.02%
422AMGEN INC COMAMGN144$40,2060.02%
423VISA INC COM CL AV112$39,7670.01%
424ALTRIA GROUP INC COMMO665$38,9860.01%
425ISHARES CORE MSCI EAFE ETF46432F842460$38,4010.01%
426CSX CORP COMCSX1,163$37,9490.01%
427LAM RESEARCH CORP COM NEWLRCX383$37,2810.01%
428ACCENTURE PLC IRELAND SHS CLASS AACN123$36,7630.01%
429MORGAN STANLEY COM NEWMS-PQ248$34,9330.01%
430SCHWAB CHARLES CORP COMSCHW-PJ372$33,9410.01%
431MCDONALDS CORP COMMCD116$33,8920.01%
432THERMO FISHER SCIENTIFIC INC COMTMO83$33,6530.01%
433NVIDIA CORPORATION COMNVDA213$33,6520.01%
434EXELON CORP COMEXC762$33,0860.01%
435PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R817340$33,0850.01%
436ACCENTURE PLC IRELAND SHS CLASS AACN110$32,8780.01%
437CADENCE DESIGN SYSTEM INC COMCDNS105$32,3560.01%
438SYNCHRONY FINANCIAL COMSYF-PB474$31,6350.01%
439VALERO ENERGY CORP COMVLO235$31,5890.01%
440INTERCONTINENTAL EXCHANGE INC COM45866F104172$31,5570.01%
441PATRIOT NATL BANCORP INC COM NEW70336F20320,760$31,5550.01%
442UNITEDHEALTH GROUP INC COMUNH100$31,2040.01%
443ELEVANCE HEALTH INC COMELV80$31,1170.01%
444COMCAST CORP NEW CL ACCZ812$28,9800.01%
445INTEL CORP COMINTC1,267$28,3810.01%
446JABIL INC COMJBL130$28,3530.01%
447AON PLC SHS CL AAON78$27,8270.01%
448STARBUCKS CORP COMSBUX300$27,4890.01%
449AMERICAN ELEC PWR CO INC COM025537101262$27,1850.01%
450TEXAS INSTRS INC COM882508104127$26,3680.01%
451JOHNSON & JOHNSON COMJNJ171$26,1200.01%
452EXELON CORP COMEXC591$25,6610.01%
453CSX CORP COMCSX782$25,5170.01%
454SEMPRA COMSREA334$25,3070.01%
455VERTEX PHARMACEUTICALS INC COMVRTX56$24,9310.01%
456GENERAL MLS INC COM370334104481$24,9210.01%
457INTUIT COMINTU31$24,4170.01%
458SEMPRA COMSREA319$24,1710.01%
459UNUM GROUP COMUNMA290$23,4200.01%
460SYNCHRONY FINANCIAL COMSYF-PB337$22,4910.01%
461WILLIAMS SONOMA INC COMWSM137$22,3820.01%
462MORGAN STANLEY COM NEWMS-PQ158$22,3160.01%
463ALLSTATE CORP COMALL-PJ110$22,1440.01%
464ELEVANCE HEALTH INC COMELV56$21,7820.01%
465INTEL CORP COMINTC968$21,6830.01%
466CORTEVA INC COMCTVA288$21,4650.01%
467LINDE PLC SHSLIN45$21,1130.01%
468THE CIGNA GROUP COM12552310058$19,1740.01%
469WALMART INC COMWMT194$18,9690.01%
470MCKESSON CORP COMMCK25$18,3200.01%
471DUKE ENERGY CORP NEW COM NEWDUKB150$17,7000.01%
472ISHARES RUSSELL 2000 ETF46428765577$16,6160.01%
473KROGER CO COMKR230$16,4980.01%
474ISHARES CORE S&P SMALL CAP ETF464287804150$16,3940.01%
475MARRIOTT INTL INC NEW CL A57190320258$15,8460.01%
476AFFIRM HLDGS INC COM CL AAFRM229$15,8330.01%
477CADENCE DESIGN SYSTEM INC COMCDNS51$15,7160.01%
478MONDELEZ INTL INC CL A609207105225$15,1790.01%
479COMCAST CORP NEW CL ACCZ423$15,1080.01%
480THERMO FISHER SCIENTIFIC INC COMTMO37$15,0020.01%
481ALLSTATE CORP COMALL-PJ74$14,8970.01%
482DISNEY WALT CO COM254687106120$14,8810.01%
483ROYAL CARIBBEAN GROUP COMV7780T10347$14,7180.01%
484MCKESSON CORP COMMCK19$13,9230.01%
485YUM BRANDS INC COMYUM90$13,3360.01%
486COINBASE GLOBAL INC COM CL ACOIN36$12,6180.00%
487PHILIP MORRIS INTL INC COM71817210968$12,3850.00%
488DUKE ENERGY CORP NEW COM NEWDUKB99$11,6870.00%
489PROLOGIS INC. COMPLDGP106$11,1430.00%
490WILLIAMS SONOMA INC COMWSM67$10,9460.00%
491AIRBNB INC COM CL AABNB82$10,8520.00%
492MONDELEZ INTL INC CL A609207105149$10,0490.00%
493CHEVRON CORP NEW COMCVX70$10,0230.00%
494ELEVANCE HEALTH INC COMELV25$9,7240.00%
495NEXTERA ENERGY INC COMNEE-PW139$9,6490.00%
496UNUM GROUP COMUNMA119$9,6100.00%
497KROGER CO COMKR120$8,6080.00%
498CINTAS CORP COMCTAS38$8,4690.00%
499GILEAD SCIENCES INC COMGILD73$8,0940.00%
500GENERAL MLS INC COM370334104156$8,0820.00%