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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

Rossby Financial, LCC

Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0002056510-25-000002

Total Value
$237.1M
Positions
1,088
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETFMS-PQ135,368$9.2M3.99%
2ISHARES ESG AWARE MSCI USA ETF46435G42575,920$9.1M3.95%
3FREEDOM 100 EMERGING MARKETS ETF02072L607192,689$6.9M3.00%
4VANGUARD INTERMEDIATE-TERM BOND ETF92193781977,113$5.9M2.56%
5CALVERT INTERNATIONAL RESPONSIBLE INDEX ETFMS-PQ93,546$5.6M2.42%
6VANGUARD CONSUMER STAPLES ETF92204A20725,154$5.5M2.38%
7VANECK GREEN BOND ETF92189F171215,050$5.2M2.24%
8ISHARES RUSSELL 2500 ETF46435G26883,607$5.1M2.21%
9APPLE INC COMAAPL24,263$5.1M2.20%
10ISHARES SHORT TREASURY BOND ETF46428867937,304$4.1M1.79%
11ISHARES CORE S&P MID-CAP ETF46428750771,842$4.1M1.76%
12ISHARES 7-10 YEAR TREASURY BOND ETF46428744041,282$3.9M1.70%
13MICROSOFT CORP COMMSFT9,581$3.8M1.63%
14ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193137,103$3.1M1.36%
15ISHARES RUSSELL TOP 200 GROWTH ETF46428943814,385$3.1M1.33%
16NUVEEN ESG SMALL-CAP ETFNU79,698$3.0M1.28%
17JANUS HENDERSON AAA CLO ETF47103U84541,786$2.1M0.91%
18SPROTT PHYSICAL SILVER TR TR UNITSII190,050$2.1M0.91%
19ISHARES CORE S&P 500 ETF4642872003,779$2.1M0.91%
20NVIDIA CORPORATION COMNVDA17,501$1.9M0.84%
21ALPHABET INC CAP STK CL CGOOG11,513$1.9M0.82%
22AMAZON COM INC COMAMZN9,185$1.7M0.75%
23SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66318,778$1.7M0.75%
24VANGUARD S&P 500 ETF9229083633,337$1.7M0.73%
25VANGUARD HEALTH CARE ETF92204A5046,444$1.6M0.70%
26WALMART INC COMWMT16,737$1.6M0.69%
27ALPHABET INC CAP STK CL AGOOG9,510$1.5M0.67%
28SPDR GOLD SHARESGLD5,000$1.5M0.66%
29KINDER MORGAN INC DEL COMEP-PC56,005$1.5M0.65%
30ISHARES SILVER TRUSTSLV50,000$1.5M0.65%
31META PLATFORMS INC CL AMETA2,680$1.5M0.64%
32SPROTT PHYSICAL GOLD TR UNITSII56,950$1.4M0.62%
33TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF45259A20935,432$1.4M0.60%
34PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R83313,396$1.3M0.58%
35VISA INC COM CL AV3,633$1.2M0.53%
36PROCTER AND GAMBLE CO COM7427181097,283$1.2M0.51%
37ISHARES U.S. TECHNOLOGY ETF4642877217,764$1.1M0.48%
38JPMORGAN ULTRA-SHORT INCOME ETF46641Q83721,744$1.1M0.48%
39EQT CORP COMEQT21,854$1.1M0.48%
40SPDR GOLD SHARESGLD3,531$1.1M0.47%
41MASTERCARD INCORPORATED CL AMA1,954$1.0M0.45%
42CATERPILLAR INC COMCAT3,397$1.0M0.45%
43BROADCOM INC COMAVGO5,374$1.0M0.45%
44OMEGA HEALTHCARE INVS INC COM68193610026,848$1.0M0.44%
45JPMORGAN CHASE & CO. COMVYLD4,143$1.0M0.44%
46BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,874$995,0190.43%
47AT&T INC COMT-PC37,038$992,9890.43%
48DOMINION ENERGY INC COMD18,487$978,8870.42%
49EXXON MOBIL CORP COMXOM8,998$976,9130.42%
50JOHNSON & JOHNSON COMJNJ5,886$909,8580.39%
51ISHARES SILVER TRUSTSLV30,000$901,5000.39%
52AGNICO EAGLE MINES LTD COMAEM7,545$894,1580.39%
53TJX COS INC NEW COM8725401096,899$873,1370.38%
54MARSH & MCLENNAN COS INC COM5717481023,918$858,9820.37%
55ELI LILLY & CO COMLLY914$808,4700.35%
56SPDR S&P 500 ETF TRUSTSPY1,462$805,0360.35%
57SCHWAB INTERNATIONAL EQUITY ETF80852480538,788$790,8870.34%
58WHEATON PRECIOUS METALS CORP COMWPM9,634$786,6160.34%
59VANGUARD TOTAL STOCK MARKET ETF9229087692,905$786,2500.34%
60LOCKHEED MARTIN CORP COMLMT1,635$780,9410.34%
61CAMECO CORP COMCCJ17,675$777,5230.34%
62COCA COLA CO COMKO10,098$726,1470.31%
63ISHARES CORE U.S. AGGREGATE BOND ETF4642872267,277$717,5120.31%
64FRONTLINE PLC COMFRO43,134$714,3050.31%
65ST JOE CO COMJOE16,625$708,7240.31%
66ALTRIA GROUP INC COMMO12,095$704,6760.31%
67NEXTERA ENERGY INC COMNEE-PW10,641$703,2640.30%
68CHEVRON CORP NEW COMCVX4,994$692,8650.30%
69THERMO FISHER SCIENTIFIC INC COMTMO1,616$685,5720.30%
70ZOETIS INC CL AZTS4,459$684,3230.30%
71VERIZON COMMUNICATIONS INC COMVZ16,208$679,2770.29%
72VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H30027,212$663,7010.29%
73SPROTT GOLD MINERS ETFSII15,773$652,0600.28%
74ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54913,589$642,2160.28%
75COSTCO WHSL CORP NEW COM22160K105650$635,1540.28%
76ISHARES S&P 500 GROWTH ETF4642873096,731$633,4540.27%
77DANAHER CORPORATION COM2358511023,187$628,2850.27%
78ISHARES U.S. TREASURY BOND ETF46429B26727,191$623,2180.27%
79VANGUARD TOTAL BOND MARKET ETF9219378358,291$606,7220.26%
80ISHARES SILVER TRUSTSLV20,000$601,0000.26%
81S&P GLOBAL INC COMSPGI1,246$598,0800.26%
82AMPHENOL CORP NEW CL A0320951017,750$587,8380.25%
83FREEPORT-MCMORAN INC CL BFCX15,715$586,9550.25%
84ZACKS EARNINGS CONSISTENT PORTFOLIO ETF98888G10519,353$568,7850.25%
85VANGUARD SHORT-TERM BOND ETF9219378277,246$568,4490.25%
86NUVEEN ESG LARGE-CAP GROWTH ETFNU7,017$561,4300.24%
87MCDONALDS CORP COMMCD1,737$550,1770.24%
88ISHARES SILVER TRUSTSLV18,000$540,9000.23%
89NUVEEN ESG LARGE-CAP VALUE ETFNU13,955$538,8030.23%
90DIMENSIONAL US MARKETWIDE VALUE ETF25434V72413,750$538,1820.23%
91MICROSTRATEGY INC CL A NEWSTRK1,450$534,6300.23%
92REPUBLIC SVCS INC COM7607591002,190$533,3960.23%
93KLA CORP COM NEWKLAC759$527,2180.23%
94VERISK ANALYTICS INC COMVRSK1,822$521,1830.23%
95TESLA INC COMTSLA1,791$510,3200.22%
96SPROUTS FMRS MKT INC COM85208M1022,991$502,5780.22%
97LINDE PLC SHSLIN1,117$500,8630.22%
98VANECK JUNIOR GOLD MINERS ETF92189F7918,075$492,8980.21%
99INTERNATIONAL BUSINESS MACHS COMINTR2,119$492,4770.21%
100SYNCHRONY FINANCIAL COMSYF-PB9,526$489,8270.21%
101INTUIT COMINTU770$480,5720.21%
102NUTRIEN LTD COMNTR8,750$472,9380.21%
103SEABRIDGE GOLD INC COMSA38,300$471,8560.20%
104FISERV INC COMFISV2,647$469,9220.20%
105DISNEY WALT CO COM2546871065,125$462,6850.20%
106ACCENTURE PLC IRELAND SHS CLASS AACN1,576$462,4050.20%
107SONY GROUP CORP SPONSORED ADRSNEJF18,412$459,7480.20%
108LOWES COS INC COM5486611072,076$458,6090.20%
109ECOLAB INC COMECL1,924$458,1810.20%
110FOX CORP CL A COMFOX9,216$454,8100.20%
111AMERICAN TOWER CORP NEW COM03027X1002,150$453,2630.20%
112TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391002,743$452,8690.20%
113ISHARES CORE MSCI EAFE ETF46432F8425,799$452,7860.20%
114ISHARES CORE MSCI EMERGING MARKETS ETF46434G1038,309$446,6920.19%
115ENERGY SELECT SECTOR SPDR FUND81369Y5065,393$444,3080.19%
116FRANCO NEV CORP COMFNV2,600$442,2340.19%
117KENSINGTON HEDGED PREMIUM INCOME ETF56167N18318,600$442,1220.19%
118UNITED STATES COMMODITY INDEX FUNDUNTCW6,175$439,8270.19%
119SPDR PORTFOLIO S&P 500 VALUE ETF78464A5088,929$435,7350.19%
120EATON CORP PLC SHSETN1,503$434,0960.19%
121AMPLIFY JUNIOR SILVER MINERS ETF03210864934,600$425,5800.18%
122INTERNATIONAL SEAWAYS INC COMINSW12,356$419,3630.18%
123VERISIGN INC COMVRSN1,525$416,0050.18%
124BIOSIG TECHNOLOGIES INC COM09073N201451,130$415,0400.18%
125NORTHROP GRUMMAN CORP COMNOC872$412,6560.18%
126DHT HOLDINGS INC SHS NEWDHT38,900$411,9510.18%
127RIO TINTO PLC SPONSORED ADRRTNTF6,802$411,9290.18%
128BARRICK GOLD CORP COM06790110821,500$409,5750.18%
129VANGUARD INFORMATION TECHNOLOGY ETF92204A702748$408,8190.18%
130NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNU12,442$407,4730.18%
131VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097686,428$407,2780.18%
132UNION PAC CORP COMUNP1,875$399,9190.17%
133T-MOBILE US INC COMTMUSZ1,713$398,7350.17%
134CONSOLIDATED EDISON INC COMED3,530$389,8890.17%
135GARTNER INC COMIT922$383,6350.17%
136UNITED THERAPEUTICS CORP DEL COMUTHR1,304$379,9600.16%
137EQUITY RESIDENTIAL SH BEN INTEQR5,500$376,9150.16%
138MAG SILVER CORP COM55903Q10424,000$371,5200.16%
139ISHARES BITCOIN TRUST ETFIBIT6,750$366,3230.16%
140TEXAS INSTRS INC COM8825081042,248$366,1090.16%
141MID-AMER APT CMNTYS INC COM59522J1032,245$357,8080.16%
142ABRDN PHYSICAL PLATINUM SHARES ETFPPLT4,000$355,8800.15%
143ISHARES CORE S&P SMALL CAP ETF4642878043,560$355,4300.15%
144PHILLIPS 66 COMPSX3,407$354,2260.15%
145ENERGY TRANSFER L P COM UT LTD PTNET-PI19,972$348,5110.15%
146SERVICENOW INC COMNOW367$346,9100.15%
147XYLEM INC COMXYL2,972$345,0490.15%
148MADRIGAL PHARMACEUTICALS INC COMMDGL1,048$342,4760.15%
149FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F8057,832$340,8450.15%
150CISCO SYS INC COMCSCO5,971$338,6150.15%
151HCA HEALTHCARE INC COMHCA1,026$336,4460.15%
152VISTRA CORP COMVST2,643$334,7100.15%
153INTERCONTINENTAL EXCHANGE INC COM45866F1042,035$332,1730.14%
154SCHWAB U.S. BROAD MARKET ETF80852410215,585$330,5580.14%
155SYNOPSYS INC COMSNPS726$324,2460.14%
156CHECK POINT SOFTWARE TECH LTD ORDM224651041,554$320,9790.14%
157HOME DEPOT INC COMHD893$319,3190.14%
158GRAYSCALE BITCOIN TRUST ETFGBTC4,205$316,8050.14%
159CINCINNATI FINL CORP COM1720621012,336$312,3000.14%
160TARGA RES CORP COMTRGP1,750$310,8350.13%
161TRX GOLD CORPORATION COMTRX960,000$310,2720.13%
162NEOVOLTA INC COMNEOVW115,000$308,7750.13%
163KINROSS GOLD CORP COMKGCRF21,309$308,7670.13%
164ISHARES RUSSELL 1000 GROWTH ETF464287614846$308,6040.13%
165ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G3264,311$306,0380.13%
166PNC FINL SVCS GROUP INC COM6934751051,917$303,7680.13%
167SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R5562,646$300,0060.13%
168DIAMONDBACK ENERGY INC COMFANG2,193$299,9150.13%
169DORIAN LPG LTD SHS USDLPG13,500$297,1350.13%
170ISHARES 3-7 YEAR TREASURY BOND ETF4642886612,487$294,7100.13%
171ISHARES 1-3 YEAR TREASURY BOND ETF4642874573,543$293,5020.13%
172CORNING INC COMGLW6,587$291,0140.13%
173NOVARTIS AG SPONSORED ADRNVSEF2,565$287,6390.12%
174WASTE MGMT INC DEL COM94106L1091,259$287,4420.12%
175PHILIP MORRIS INTL INC COM7181721091,688$287,3320.12%
176CAMDEN PPTY TR SH BEN INT1331311022,500$285,0000.12%
177ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8343,970$282,7830.12%
178ALAMOS GOLD INC NEW COM CL AAGI10,107$282,5920.12%
179FEDEX CORP COMFDX1,333$282,0090.12%
180ARCH CAP GROUP LTD ORDG0450A1053,103$281,3800.12%
181TOLL BROTHERS INC COMTOL2,769$277,1220.12%
182ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886385,291$276,8250.12%
183DOLLAR GEN CORP NEW COM2566771052,914$272,6340.12%
184ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4076,402$271,4450.12%
185SPDR PORTFOLIO HIGH YIELD BOND ETF78468R60611,591$270,1860.12%
186CLEARBRIDGE LARGE CAP GROWTH ESG ETF5246822003,834$266,5400.12%
187VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4075,345$264,1500.11%
188QUALCOMM INC COMQCOM1,738$258,1970.11%
189SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3757,727$256,5360.11%
190UNITEDHEALTH GROUP INC COMUNH608$254,5330.11%
191VANGUARD ESG U.S. STOCK ETF9219107332,592$251,1090.11%
192HAFNIA LTD SHSHAFN55,700$250,0930.11%
193EMBRAER S.A. SPONSORED ADSEMBJ5,578$249,8390.11%
194COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH3,408$245,9550.11%
195GRAYSCALE ETHEREUM TRUST ETF38963810716,256$244,1650.11%
196MANULIFE FINL CORP COM56501R1068,034$242,9480.11%
197LEIDOS HOLDINGS INC COMLDOS1,663$242,3160.11%
198ISHARES SILVER TRUSTSLV8,000$240,4000.10%
199VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7715,162$238,0710.10%
200INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETFIVZ10,000$233,9000.10%
201WILLIAMS SONOMA INC COMWSM1,544$233,4370.10%
202GOLDEN OCEAN GROUP LTD SHS NEWNVGLF30,000$233,1000.10%
203BRITISH AMERN TOB PLC SPONSORED ADR1104481075,479$230,3920.10%
204ZACKS SMALL/MID CAP ETF98888G2047,468$226,6540.10%
205NEWMONT CORP COMNEMCL4,159$224,3360.10%
206COMCAST CORP NEW CL ACCZ6,577$222,9600.10%
207NUVEEN ESG U.S. AGGREGATE BOND ETFNU10,054$221,9420.10%
208SCHLUMBERGER LTD COM STKSLB6,415$221,4460.10%
209COTERRA ENERGY INC COMCTRA8,658$219,6530.10%
210WEST PHARMACEUTICAL SVSC INC COM9553061051,021$219,0560.09%
211ADOBE INC COMADBE593$218,0580.09%
212IDEXX LABS INC COM45168D104498$217,8450.09%
213ASTRAZENECA PLC SPONSORED ADRAZN3,129$217,6850.09%
214ISHARES 10-20 YEAR TREASURY BOND ETF4642886532,133$217,4810.09%
215EVEREST GROUP LTD COMEG614$216,8340.09%
216BUILDERS FIRSTSOURCE INC COMBLDR1,782$216,2460.09%
217DIMENSIONAL US CORE EQUITY MARKET ETF25434V1045,716$215,6080.09%
218EXELON CORP COMEXC4,656$215,2000.09%
219EQUIFAX INC COMEFX838$214,9300.09%
220PFIZER INC COMPFE9,322$213,6680.09%
221ISHARES ESG MSCI KLD 400 ETF4642885702,052$207,5800.09%
222ISHARES MSCI EAFE GROWTH ETF4642888852,002$206,9070.09%
223VANGUARD EXTENDED MARKET ETF9229086521,213$206,2100.09%
224ISHARES NATIONAL MUNI BOND ETF4642884141,980$205,9600.09%
225MERCK & CO INC COMMRK2,477$204,9470.09%
226ROYAL CARIBBEAN GROUP COMV7780T103963$204,1270.09%
227HERSHEY CO COMHSY1,239$202,3040.09%
228COINBASE GLOBAL INC COM CL ACOIN965$202,3030.09%
229THE CIGNA GROUP COM125523100593$198,8680.09%
230VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,765$197,3990.09%
231HONEYWELL INTL INC COM438516106981$195,3760.08%
232ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,147$192,3860.08%
233ABBVIE INC COMABBV1,032$192,0960.08%
234PUBLIC SVC ENTERPRISE GRP INC COM7445731062,361$191,3120.08%
235CITIZENS FINL GROUP INC COMCIA5,119$189,7100.08%
236AFLAC INC COMAFL1,752$189,1110.08%
237CVS HEALTH CORP COMCVS2,895$189,0930.08%
238RENAISSANCERE HLDGS LTD COMRNR-PG796$187,3390.08%
239VANGUARD MID-CAP ETF922908629734$186,2380.08%
240MOODYS CORP COMMCO424$185,9750.08%
241ARISTA NETWORKS INC COM SHSANET2,379$185,3480.08%
242AIR PRODS & CHEMS INC COMAIIR680$181,6350.08%
243STAR BULK CARRIERS CORP. SHS PARSBLK12,500$181,1250.08%
244ENERGY FUELS INC COM NEWUUUU40,000$180,4000.08%
245THOMSON REUTERS CORP COMTMSOF993$180,3880.08%
246CONSTELLATION ENERGY CORP COMCEG807$179,9530.08%
247TENARIS S A SPONSORED ADS88031M1095,341$179,8850.08%
248DUKE ENERGY CORP NEW COM NEWDUKB1,498$179,5350.08%
249VANECK GOLD MINERS ETF92189F1063,650$178,1570.08%
250VENTURE GLOBAL INC COM CL AVG20,500$176,9150.08%
251CINTAS CORP COMCTAS848$176,7230.08%
252CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3082,153$174,0490.08%
253PACCAR INC COMPCAR1,892$173,8560.08%
254BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK2,904$173,5430.08%
255DOCUSIGN INC COMDOCU2,084$172,5760.07%
256GE AEROSPACE COM NEW369604301869$172,4360.07%
257ABRDN PHYSICAL PALLADIUM SHARES ETFPALL2,000$171,6400.07%
258AMGEN INC COMAMGN604$169,6270.07%
259ISHARES ESG AWARE MSCI EAFE ETF46435G5162,016$169,6060.07%
260NEW GOLD INC CDA COM64453510650,000$169,5000.07%
261PAYPAL HLDGS INC COMPYPL2,581$168,6430.07%
262DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7085,224$167,6380.07%
263MSCI INC COMMSCI313$167,5680.07%
264OREILLY AUTOMOTIVE INC COM67103H107123$165,6810.07%
265SCORPIO TANKERS INC SHSSTNG4,425$165,0970.07%
266ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK3,410$164,3960.07%
267AGILENT TECHNOLOGIES INC COMA1,543$163,9900.07%
268SALESFORCE INC COMCRM610$163,3890.07%
269FS KKR CAP CORP COMFSK8,046$162,2880.07%
270IDEX CORP COM45167R104932$161,2360.07%
271VANGUARD GROWTH ETF922908736426$160,3800.07%
272COMPANHIA DE SANEAMENTO BASICO SPONSORED ADRSBS7,888$159,9690.07%
273MEDTRONIC PLC SHSMDT1,897$159,6520.07%
274UNITED AIRLS HLDGS INC COMUNTCW2,323$158,4290.07%
275GLOBALSTAR INC COM NEWGSAT8,001$156,9000.07%
276ORACLE CORP COMORCL-PD1,125$155,8010.07%
277VANGUARD VALUE ETF922908744937$154,3710.07%
278WILLIAMS COS INC COM9694571002,606$153,8320.07%
279URANIUM ENERGY CORP COMUEC29,000$152,8300.07%
280VICI PPTYS INC COM9256521094,740$152,7230.07%
281GENERAL MLS INC COM3703341042,716$152,4760.07%
282PAN AMERN SILVER CORP COM6979001085,939$151,2660.07%
283FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1063,484$150,8920.07%
284ISHARES CORE TOTAL USD BOND MARKET ETF46434V6133,281$150,5980.07%
285CANADIAN IMPERIAL BK COMM COMCNDIF2,456$150,0370.07%
286FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO22,325$149,5780.06%
287STARBUCKS CORP COMSBUX1,779$149,0980.06%
288ALPS MEDICAL BREAKTHROUGHS ETF00162Q5935,180$147,2670.06%
289NUVEEN ESG EMERGING MARKETS EQUITY ETFNU5,004$146,1670.06%
290PILGRIMS PRIDE CORP COMPPC2,721$145,7100.06%
291FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF33739P8633,000$144,6300.06%
292PALANTIR TECHNOLOGIES INC CL APLTR1,277$144,0200.06%
293RTX CORPORATION COMRTX1,147$143,6270.06%
294VERALTO CORP COM SHSVLTO1,555$143,5420.06%
295CAVA GROUP INC COMCAVA1,550$140,7400.06%
296VANGUARD DIVIDEND APPRECIATION ETF921908844744$140,3630.06%
297TE CONNECTIVITY PLC ORD SHSTEL943$136,1410.06%
298ASML HOLDING N V N Y REGISTRY SHSASMLF201$136,1310.06%
299CITIGROUP INC COM NEWC-PR1,970$134,8070.06%
300STANCE SUSTAINABLE BETA ETF02072L1515,761$134,5770.06%
301AMERICAN ELEC PWR CO INC COM0255371011,229$131,1830.06%
302FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1181,802$130,8610.06%
303INGREDION INC COMINGR1,000$130,2000.06%
304SPDR PORTFOLIO S&P 500 ETF78464A8541,988$128,7030.06%
305WEC ENERGY GROUP INC COMWEC1,194$128,6300.06%
306FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX33737A1081,087$128,4180.06%
307CROWN CASTLE INC COMCCI1,268$127,0410.06%
308JAZZ PHARMACEUTICALS PLC SHS USDJAZZ1,143$126,6440.05%
309AON PLC SHS CL AAON372$124,9360.05%
310TRANE TECHNOLOGIES PLC SHSTT359$124,9210.05%
311PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V40810,715$123,0080.05%
312ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881581,155$121,6560.05%
313ISHARES S&P 500 VALUE ETF464287408666$121,1050.05%
314ISHARES SILVER TRUSTSLV4,000$120,2000.05%
315PRICE T ROWE GROUP INC COMTROW1,334$117,9790.05%
316VANGUARD MID-CAP GROWTH ETF922908538476$117,1480.05%
317HARTFORD INSURANCE GROUP INC COMHIG-PG985$116,9790.05%
318CADENCE DESIGN SYSTEM INC COMCDNS399$115,5620.05%
319ALLSTATE CORP COMALL-PJ598$115,3600.05%
320LABCORP HOLDINGS INC COM SHSLH505$115,2970.05%
3213M CO COMMMM835$114,6620.05%
322SCHWAB US DIVIDEND EQUITY ETF8085247974,395$112,8180.05%
323POWELL INDS INC COM739128106600$111,9600.05%
324ISHARES ESG ADVANCED MSCI USA ETF46436E7672,389$110,6350.05%
325SPDR PORTFOLIO TIPS ETF78464A6564,237$110,3310.05%
326BWX TECHNOLOGIES INC COMBWXT1,000$108,9700.05%
327EXELIXIS INC COMEXEL2,911$108,9590.05%
328VERTEX PHARMACEUTICALS INC COMVRTX219$108,1510.05%
329MCKESSON CORP COMMCK155$107,7250.05%
330SEMPRA COMSREA1,441$107,6140.05%
331EOG RES INC COMEOG945$106,8510.05%
332SILA REALTY TRUST INC COMMON STOCKSILA4,094$106,1980.05%
333PHILLIPS EDISON & CO INC COMMON STOCKPECO3,000$105,2400.05%
334WELLS FARGO CO NEW COM9497461011,484$103,4940.04%
335STEEL DYNAMICS INC COMSTLD805$102,5090.04%
336INVESCO QQQ TRUST SERIES IIVZ216$102,0730.04%
337PEPSICO INC COMPEP765$102,0360.04%
338SCHWAB US TIPS ETF8085248703,801$101,2590.04%
339ISHARES 0-3 MONTH TREASURY BOND ETF46436E7181,005$101,1530.04%
340NIKE INC CL BNKE1,754$101,0650.04%
341INTUITIVE SURGICAL INC COM NEWISRG196$100,8600.04%
342CALVERT ULTRA-SHORT INVESTMENT GRADE ETFMS-PQ1,972$99,9640.04%
343FRONTLINE PLC COMFRO6,000$99,3600.04%
344BANK AMERICA CORP 7.25CNV PFD L06050568284$99,1200.04%
345FIRST TRUST LARGE CAP VALUE ALPHADEX FUND33735J1011,358$99,0530.04%
346BRISTOL-MYERS SQUIBB CO COMCELG-RI2,039$97,6680.04%
347LENNAR CORP CL ALEN-B903$97,1900.04%
348PALO ALTO NETWORKS INC COMPANW537$96,1120.04%
349ISHARES ESG AWARE MSCI EM ETF46434G8632,756$95,8540.04%
350NEXSTAR MEDIA GROUP INC COMMON STOCKNXST629$95,6830.04%
351FIRST TRUST LONG DURATION OPPORTUNITIES ETF33738D6064,442$94,6940.04%
352REDDIT INC CL ARDDT800$94,4800.04%
353FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF33738D7964,561$94,2000.04%
354GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETFNVGLF1,202$93,5530.04%
355SCHWAB U.S. LARGE-CAP ETF8085242014,287$93,2770.04%
356FIFTH THIRD BANCORP COMFITBM2,639$93,1040.04%
357FIRST TRUST CORE INVESTMENT GRADE ETF33738D7884,455$93,0650.04%
358SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248543,738$93,0390.04%
359SCHWAB EMERGING MARKETS EQUITY ETF8085247063,379$92,7330.04%
360SABRA HEALTH CARE REIT INC COMSBRA5,292$92,1920.04%
361BALL CORP COMBALL1,822$92,1200.04%
362VANGUARD FTSE EMERGING MARKETS ETF9220428582,037$91,4000.04%
363FIRST TRUST MANAGED FUTURES STRATEGY FUND33739G1031,992$90,5360.04%
364EXPEDITORS INTL WASH INC COM302130109831$90,2300.04%
365ANALOG DEVICES INC COMADI462$89,9010.04%
366FIRST TRUST CAPITAL STRENGTH ETF33733E1041,029$89,4300.04%
367CHURCH & DWIGHT CO INC COMCHD900$89,3790.04%
368BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF6,224$88,5680.04%
369OMNICOM GROUP INC COMOMC1,175$88,0310.04%
370SIMON PPTY GROUP INC NEW COM828806109559$87,5430.04%
371ENTERGY CORP NEW COMENO1,034$87,4870.04%
372JANUS HENDERSON SHORT DURATION INCOME ETF47103U8861,781$87,3220.04%
373ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF46435G4332,140$87,1300.04%
374REGENERON PHARMACEUTICALS COMREGN144$86,7800.04%
375FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q2001,773$86,7110.04%
376CENTERPOINT ENERGY INC COMCNP2,252$86,0040.04%
377FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND33737J1741,416$85,8240.04%
378FIRSTENERGY CORP COMFE2,020$85,5270.04%
379EPR PPTYS COM SH BEN INT26884U1091,741$85,4230.04%
380INTERNATIONAL SEAWAYS INC COMINSW2,500$84,8500.04%
381CALVERT US SELECT EQUITY ETFMS-PQ1,326$84,3460.04%
382UNILEVER PLC SPON ADR NEWUNLYF1,344$84,1610.04%
383ROPER TECHNOLOGIES INC COMROP148$82,5400.04%
384BOOKING HOLDINGS INC COMBKNG17$82,2530.04%
385VANGUARD RUSSELL 1000 VALUE ETF92206C7141,036$82,0300.04%
386VANGUARD COMMUNICATION SERVICES ETF92204A884559$81,5640.04%
387ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281892$80,6190.03%
388VANGUARD SHORT-TERM TREASURY ETF92206C1021,369$80,4700.03%
389STRYKER CORPORATION COMSYK219$79,9480.03%
390APPLIED MATLS INC COM038222105527$79,8670.03%
391STARWOOD PPTY TR INC COMSTHO4,221$79,6930.03%
392ONEOK INC NEW COMOKE918$79,2500.03%
393ROSS STORES INC COMROST565$78,9360.03%
394RITHM CAPITAL CORP COM NEWRITM-PF7,479$78,8260.03%
395ISHARES TREASURY FLOATING RATE BOND ETF46434V8601,550$78,4770.03%
396FIRST TRUST GROWTH STRENGTH ETF33733E8232,616$78,2970.03%
397ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7641,392$77,8820.03%
398INTUITIVE MACHINES INC CLASS A COMLUNR8,953$76,8170.03%
399BARRICK GOLD CORP COM0679011084,000$76,2000.03%
400AMERICAN WTR WKS CO INC NEW COM030420103525$75,5840.03%
401BANK AMERICA CORP COM0605051041,889$74,9740.03%
402UTILITIES SELECT SECTOR SPDR FUND81369Y886956$74,7690.03%
403OUTFRONT MEDIA INC COM NEWOUT4,882$73,5240.03%
404YUM CHINA HLDGS INC COMYUMC1,601$72,9420.03%
405UNITED RENTALS INC COMURI115$72,8040.03%
406VANGUARD MID-CAP VALUE ETF922908512468$72,2920.03%
407JPMORGAN U.S. MOMENTUM FACTOR ETF46641Q7791,268$71,7690.03%
408INVESCO KBW PROPERTY & CASUALTY INSURANCE ETFIVZ607$71,2560.03%
409ISHARES RUSSELL MID-CAP VALUE ETF464287473581$70,7660.03%
410CLEARWAY ENERGY INC CL ACWEN-A2,590$70,0630.03%
411ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513889$70,0270.03%
412ISHARES MBS ETF464288588744$69,3930.03%
413GILEAD SCIENCES INC COMGILD672$69,3300.03%
414NISOURCE INC COMNI1,755$69,2350.03%
415FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF33738D8043,638$69,0670.03%
416SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622724$68,7940.03%
417PARKER-HANNIFIN CORP COMPH115$68,7720.03%
418DTE ENERGY CO COMDTK509$68,5930.03%
419INTERNATIONAL PAPER CO COM4601461031,443$68,3260.03%
420FT VEST LADDERED BUFFER ETF33740F7552,319$68,0390.03%
421INVESCO WATER RESOURCES ETFIVZ1,050$67,4730.03%
422ISHARES CORE 1-5 YEAR USD BOND ETF46432F8591,382$66,9030.03%
423VANGUARD MEGA CAP GROWTH ETF921910816213$66,8820.03%
424ENBRIDGE INC COMENNPF1,441$66,5600.03%
425LAUDER ESTEE COS INC CL A5184391041,111$65,9820.03%
426HOST HOTELS & RESORTS INC COMHST4,754$65,9790.03%
427BLACKSTONE SECD LENDING FD COMMON STOCKBX2,218$65,7360.03%
428ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E6191,509$65,1890.03%
429SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE788$65,1390.03%
430KINETIK HOLDINGS INC COM NEW CL AKNTK1,503$64,3230.03%
431VANECK HIGH YIELD MUNI ETF92189H4091,275$63,9410.03%
432WHIRLPOOL CORP COMWHR-PA813$62,8980.03%
433WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT1,500$62,8200.03%
434APPLE INC COMAAPL300$62,5110.03%
435SIXTH STREET SPECIALTY LENDING COMTSLX2,980$62,3370.03%
436JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q399625$62,2130.03%
437ISHARES ESG ADVANCED MSCI EAFE ETF46436E759894$62,0080.03%
438FACTSET RESH SYS INC COM303075105146$61,9730.03%
439FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF987$61,8360.03%
440HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF2,046$61,8100.03%
441CHESAPEAKE UTILS CORP COM165303108465$61,4730.03%
442BROOKFIELD RENEWABLE CORP CL A EX SUB VTGBEPC2,188$61,3610.03%
443CME GROUP INC COMCME230$61,2490.03%
444PPL CORP COMPPLC1,697$60,9730.03%
445FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF33740F8882,460$60,6390.03%
446QUANTA SVCS INC COM74762E102210$60,3410.03%
447TYLER TECHNOLOGIES INC COMTYL115$60,3340.03%
448ISHARES SELECT DIVIDEND ETF464287168472$60,2560.03%
449NORFOLK SOUTHN CORP COM655844108271$60,0830.03%
450VANGUARD LONG-TERM BOND ETF921937793856$59,1920.03%
451FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF33740Y1012,209$59,1350.03%
452LINCOLN NATL CORP IND COM5341871091,849$58,6630.03%
453ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150482$57,9030.03%
454LTC PPTYS INC COM5021751021,633$57,8380.03%
455INVESCO SHORT TERM TREASURY ETFIVZ548$57,8140.03%
456FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF5246823091,144$57,7950.03%
457FORD MTR CO COM3453708605,739$57,6200.02%
458SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247301,913$57,4090.02%
459VANGUARD SMALL CAP VALUE ETF922908611320$57,2930.02%
460VANGUARD TOTAL WORLD STOCK ETF922042742494$57,2050.02%
461FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808350$56,8930.02%
462US BANCORP DEL COM NEWUSB-PS1,419$56,6460.02%
463EMERSON ELEC CO COMEMR537$56,5350.02%
464AFFILIATED MANAGERS GROUP INC COMMGRE347$56,3980.02%
465ISHARES RUSSELL 2000 ETF464287655289$56,1010.02%
466DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2031,747$56,0960.02%
467DOW INC COMDOW1,826$54,8240.02%
468TRAVEL PLUS LEISURE CO COM8941641021,242$54,6710.02%
469ISHARES CORE 40/60 MODERATE ALLOCATION ETF4642898751,236$53,9640.02%
470NEWMONT CORP COMNEMCL1,000$53,9400.02%
471BOEING CO COMBA-PA300$53,3850.02%
472HP INC COMHPQ2,106$53,2400.02%
473NOVO-NORDISK A S ADRNONOF851$52,8300.02%
474METLIFE INC COMMET-PF700$52,6330.02%
475TYSON FOODS INC CL ATSN867$52,5580.02%
476VANGUARD ESG INTERNATIONAL STOCK ETF921910725873$52,3880.02%
477KENVUE INC COMKVUE2,273$52,3020.02%
478VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870638$51,9910.02%
479SCHWAB U.S. LARGE-CAP GROWTH ETF8085243002,025$51,1820.02%
480EXP WORLD HLDGS INC COMEXPI5,701$50,9100.02%
481ISHARES 20 YEAR TREASURY BOND ETF464287432571$50,7560.02%
482CARRIER GLOBAL CORPORATION COMCARR844$50,6910.02%
483FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFFGDL902$50,3710.02%
484XCEL ENERGY INC COMXELLL730$50,3700.02%
485FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5001,791$50,3530.02%
486ISHARES MSCI EAFE VALUE ETF464288877830$50,2320.02%
487JPMORGAN LIMITED DURATION BOND ETF46654Q773968$50,2000.02%
488TARGET CORP COMTGT518$50,0280.02%
489TOPBUILD CORP COMBLD168$49,8440.02%
490FRONTLINE PLC COMFRO3,000$49,6800.02%
491NUVEEN ESG HIGH YIELD CORPORATE BOND ETFNU2,341$49,3950.02%
492BLACKSTONE MTG TR INC COM CL ABX2,616$48,9660.02%
493DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V8801,823$48,6920.02%
494ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF748$48,6270.02%
495CAPITAL ONE FINL CORP COM14040H105264$48,2410.02%
496ISHARES 0-5 YEAR TIPS BOND ETF46429B747461$47,5840.02%
497VANGUARD SMALL-CAP ETF922908751220$47,2520.02%
498FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302206$47,2130.02%
499ISHARES PREFERRED & INCOME SECURITIES ETF4642886871,537$46,4640.02%
500MAG SILVER CORP COM55903Q1043,000$46,4400.02%