13F HOLDINGS REPORT

MPWM ADVISORY SOLUTIONS, LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002056693-25-000002

Total Value

$137.8M

Positions

734

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (500)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P	SPY	53,560	$30.0M	21.76%
2	SPDR PORTFOLIO	78464A805	199,721	$13.6M	9.86%
3	SPDR PORTFOLIO	78464A664	263,274	$7.2M	5.21%
4	INVESCO QQQ	IVZ	12,321	$5.8M	4.20%
5	INVESCO NASDAQ	IVZ	25,147	$4.9M	3.53%
6	INNOVATOR EQUITY	INHD	145,614	$4.6M	3.32%
7	INDUSTRIAL SELECT	81369Y704	31,295	$4.1M	2.98%
8	ISHARES MSCI	46429B598	77,883	$4.0M	2.91%
9	DIMENSIONAL US	25434V401	56,133	$3.4M	2.47%
10	VICTORYSHARES US	92647N865	47,968	$3.3M	2.39%
11	ISHARES RUSSELL	464287655	13,902	$2.8M	2.01%
12	VANECK CLO	92189H748	49,816	$2.6M	1.91%
13	FIRST TRUST	33740U752	87,421	$2.6M	1.90%
14	APPLE INC	AAPL	10,600	$2.4M	1.71%
15	FIRST TRUST	33741X102	63,944	$2.1M	1.56%
16	ISHARES TREASURY	46434V860	39,766	$2.0M	1.46%
17	SPDR PORTFOLIO	78464A508	39,156	$2.0M	1.45%
18	FIRST TRUST	33740F888	67,214	$1.7M	1.21%
19	FIRST TRUST	33734X846	26,223	$1.7M	1.20%
20	NVIDIA CORP	NVDA	13,813	$1.5M	1.09%
21	ISHARES CORE	464287507	25,620	$1.5M	1.09%
22	BLACKROCK MUNIASSETS	BLK	101,702	$1.1M	0.80%
23	VANGUARD MEGA	921910873	4,762	$958,955	0.70%
24	AMAZON COM	AMZN	4,740	$901,832	0.65%
25	VANGUARD MID	922908629	3,206	$829,138	0.60%
26	VISA INC	V	2,302	$806,735	0.59%
27	DIMENSIONAL INTL	25434V807	19,675	$774,393	0.56%
28	MICROSOFT CORP	MSFT	1,973	$740,481	0.54%
29	INNOVATOR ETFS	INHD	15,360	$677,223	0.49%
30	META PLATFORMS	META	1,170	$674,263	0.49%
31	ALPHABET INC	GOOG	4,038	$630,899	0.46%
32	ALERIAN MLP	00162Q452	11,872	$616,623	0.45%
33	VANGUARD S&P	922908363	1,149	$590,482	0.43%
34	VANGUARD SMALL	922908751	2,444	$541,960	0.39%
35	U S TREASURY	74933W452	10,692	$534,731	0.39%
36	DIMENSIONAL US	25434V708	16,164	$533,249	0.39%
37	JOHNSON & JOHNSON	JNJ	3,185	$528,214	0.38%
38	JPMORGAN	46641Q837	10,249	$518,906	0.38%
39	ISHARES 0-3	46436E718	5,100	$513,417	0.37%
40	VANGUARD MEGA	921910816	1,606	$496,061	0.36%
41	VANECK PFD	92189F429	29,243	$490,113	0.36%
42	AMERICAN CENTURY	025072307	5,182	$485,393	0.35%
43	DIMENSIONAL US	25434V724	11,674	$481,083	0.35%
44	VICTORYSHARES US	92647N766	5,039	$425,493	0.31%
45	DIMENSIONAL US	25434V500	6,638	$396,637	0.29%
46	VANGUARD TOTAL	922908769	1,425	$391,616	0.28%
47	PGIM ULTRA	69344A107	7,630	$379,414	0.28%
48	BERKSHIRE HATHAWAY	BRK-A	681	$362,687	0.26%
49	INVESCO S&P	IVZ	2,086	$361,310	0.26%
50	ISHARES RUSSELL	464287622	1,107	$339,615	0.25%
51	ISHARES JPMORGAN	464288281	3,728	$337,746	0.25%
52	SPDR GOLD	GLD	1,150	$331,364	0.24%
53	TECHNOLOGY SELECT	81369Y803	1,595	$329,432	0.24%
54	CAPITAL GROUP	14020Y409	12,645	$326,361	0.24%
55	ALPHABET INC	GOOG	2,099	$324,528	0.24%
56	DIMENSIONAL WORLD	25434V880	12,019	$314,896	0.23%
57	VANGUARD INTERMEDIATE	921937819	3,997	$306,083	0.22%
58	PGIM AAA	69344A834	5,632	$288,980	0.21%
59	INTL BUSINESS	INTR	1,155	$287,319	0.21%
60	FINANCIAL SELECT	81369Y605	5,331	$265,535	0.19%
61	VANGUARD LARGE	922908637	988	$253,946	0.18%
62	ELI LILLY	LLY	307	$253,709	0.18%
63	NEXTERA ENERGY	NEE-PW	3,380	$239,608	0.17%
64	VANGUARD HIGH	921946406	1,849	$238,443	0.17%
65	GENERAL MOTORS	37045V100	5,062	$238,067	0.17%
66	VANGUARD FTSE	921943858	4,508	$229,137	0.17%
67	INVESCO INDIA	IVZ	7,999	$200,056	0.15%
68	VICTORYSHARES CORE	92647N527	3,952	$185,507	0.13%
69	UNITED AIRLINES	UNTCW	2,612	$180,360	0.13%
70	ISHARES 20 PLUS	464287432	1,952	$177,729	0.13%
71	WALMART INC	WMT	2,014	$176,809	0.13%
72	CHEVRON CORP	CVX	1,053	$176,096	0.13%
73	DOUBLELINE YIELD	DLY	10,697	$172,225	0.13%
74	PFIZER INC	PFE	6,646	$168,400	0.12%
75	DELTA AIRLINES	DAL	3,497	$152,483	0.11%
76	NUVEEN DYNAMIC	NU	14,686	$150,678	0.11%
77	ISHARES CORE	464287226	1,520	$150,359	0.11%
78	WESTERN UNION	WU	13,782	$145,813	0.11%
79	ARISTA NETWORKS	ANET	1,794	$138,999	0.10%
80	VIKING THERAPEUTICS	VKTX	5,699	$137,631	0.10%
81	VANGUARD FINANCIALS	92204A405	1,140	$136,196	0.10%
82	ISHARES CORE	464287200	241	$135,262	0.10%
83	SPDR EURO	78463X202	2,471	$134,432	0.10%
84	ON HOLDING	H5919C104	3,031	$133,122	0.10%
85	FIRST HORIZON	FHN-PH	6,513	$126,483	0.09%
86	TESLA INC	TSLA	487	$126,210	0.09%
87	DIMENSIONAL INTL	25434V799	4,435	$123,160	0.09%
88	COSTCO WHOLESALE	22160K105	128	$120,790	0.09%
89	BERKLEY W R	WRB-PH	1,678	$119,406	0.09%
90	ISHARES CORE	46432F842	1,518	$114,869	0.08%
91	COCA COLA COMPANY	KO	1,547	$110,814	0.08%
92	GUGGENHEIM STRATEGIC	GOF	7,000	$108,990	0.08%
93	INVESCO S&P	IVZ	1,388	$108,616	0.08%
94	FIRST TRUST	33738R506	1,839	$107,655	0.08%
95	ISHARES MSCI	464286822	2,031	$103,500	0.08%
96	ISHARES S&P	464287309	1,092	$101,371	0.07%
97	PROCTER & GAMBLE	742718109	574	$97,848	0.07%
98	INVESCO S&P	IVZ	1,035	$94,734	0.07%
99	FIRST TRUST	33738D309	2,061	$94,085	0.07%
100	FIRST TRUST	33739E108	5,164	$90,834	0.07%
101	PAYCOM SOFTWARE	PAYC	400	$87,392	0.06%
102	SPDR S&P	78464A698	1,534	$87,207	0.06%
103	CADENCE DESIGN	CDNS	341	$86,728	0.06%
104	PEPSICO INC	PEP	577	$86,516	0.06%
105	SCHWAB US	808524797	3,068	$85,781	0.06%
106	HOME DEPOT	HD	231	$84,762	0.06%
107	T-MOBILE US	TMUSZ	317	$84,547	0.06%
108	GLOBAL X	37954Y483	5,000	$83,150	0.06%
109	VERIZON COMMUNICATIONS	VZ	1,826	$82,827	0.06%
110	EATON VANCE	ETN	10,000	$81,400	0.06%
111	INVESCO KBW	IVZ	5,600	$80,920	0.06%
112	FIRST TRUST	33740F755	2,666	$79,154	0.06%
113	JPMORGAN CHASE	VYLD	317	$77,762	0.06%
114	FIRST TRUST	33733E302	346	$76,864	0.06%
115	NORWEGIAN CRUISE	NCLH	3,950	$74,892	0.05%
116	OKTA INC	OKTA	710	$74,707	0.05%
117	THERMO FISHER	TMO	150	$74,640	0.05%
118	FIRST TRUST	33733E104	817	$73,236	0.05%
119	CARNIVAL CORP	CUKPF	3,725	$72,750	0.05%
120	SENTINELONE INC	S	3,950	$71,811	0.05%
121	ISHARES SILVER	SLV	2,200	$68,179	0.05%
122	ISHARES EUROPE	464287861	1,124	$65,417	0.05%
123	ISHARES RUSSELL	464287499	766	$65,149	0.05%
124	VANGUARD SHORT	921937827	832	$65,129	0.05%
125	MICRON TECHNOLOGY INC	MU	747	$64,937	0.05%
126	VANGUARD HEALTH	92204A504	244	$64,594	0.05%
127	AMERICAN CENTURY	025072398	1,475	$64,517	0.05%
128	RTX CORP	RTX	474	$62,848	0.05%
129	ISHARES MSCI	46432F396	310	$62,661	0.05%
130	ESTEE LAUDER	518439104	949	$62,635	0.05%
131	MATADOR RESOURCES	MTDR	1,205	$61,563	0.04%
132	ISHARES CORE	46434V613	1,334	$61,471	0.04%
133	U S TREASURY	74933W460	1,206	$60,494	0.04%
134	FISERV INC	FISV	264	$58,299	0.04%
135	ISHARES PFD	464288687	1,862	$57,219	0.04%
136	ISHARES RUSSELL	464287598	303	$57,013	0.04%
137	INVESCO S&P	IVZ	1,132	$56,881	0.04%
138	SECTOR CONSUMER	81369Y308	696	$56,843	0.04%
139	FIRST TRUST	33738R753	1,636	$56,515	0.04%
140	PENNANTPARK FLOATING	PFLT	5,000	$55,950	0.04%
141	FIRST TRUST	33735J101	714	$54,778	0.04%
142	CAPITAL GROUP	14020G101	1,597	$54,700	0.04%
143	VANECK GOLD	92189F106	1,186	$54,502	0.04%
144	INTUITIVE SURGICAL	ISRG	110	$54,480	0.04%
145	FIRST TRUST	33737M102	721	$53,988	0.04%
146	PIMCO ENHANCED	72201R585	2,001	$52,726	0.04%
147	ISHARES S&P	464287101	193	$52,270	0.04%
148	FIRST TRUST	33734Y109	574	$51,712	0.04%
149	FIRST TRUST	33735K108	392	$51,509	0.04%
150	U S TREASURY	74933W478	1,000	$50,205	0.04%
151	ZEBRA TECHNOLOGIES	ZBRA	176	$49,731	0.04%
152	VANGUARD TOTAL	921937835	664	$48,761	0.04%
153	VANGUARD REAL	922908553	538	$48,711	0.04%
154	VERTEX PHARMACEUTICALS	VRTX	100	$48,482	0.04%
155	CAMPING WORLD	CWH	2,999	$48,466	0.04%
156	QUALCOMM INC	QCOM	311	$47,805	0.03%
157	ISHARES CORE	464287804	440	$45,978	0.03%
158	ULTA BEAUTY	ULTA	121	$44,352	0.03%
159	MCDONALDS CORP	MCD	141	$43,963	0.03%
160	VICTORYSHARES US	92647N832	625	$43,425	0.03%
161	SPDR S&P	MDY	80	$42,678	0.03%
162	ORACLE CORP	ORCL-PD	298	$41,695	0.03%
163	ISHARES SELECT	464287168	306	$41,123	0.03%
164	MERCK & COMPANY	MRK	456	$40,885	0.03%
165	ISHARES MSCI	464288885	406	$40,600	0.03%
166	INVESCO S&P	IVZ	407	$40,427	0.03%
167	VANGUARD FSTE	922042858	875	$39,624	0.03%
168	VANGUARD FTSE	922042775	652	$39,550	0.03%
169	DIMENSIONAL INTL	25434V765	1,450	$39,063	0.03%
170	ISHARES MSCI	464287465	478	$39,048	0.03%
171	AGILYSYS INC	AGYS	534	$38,736	0.03%
172	ICAHN ENTERPRISES	IEP	4,250	$38,505	0.03%
173	DOW INC	DOW	1,076	$37,574	0.03%
174	MASTERCARD INC	MA	68	$37,273	0.03%
175	ASTRAZENECA PLC	AZN	500	$36,750	0.03%
176	ISHARES CORE	46434G103	663	$35,793	0.03%
177	VANECK HIGH	92189H409	699	$35,775	0.03%
178	VANGUARD GROWTH	922908736	96	$35,636	0.03%
179	VANGUARD VALUE	922908744	205	$35,408	0.03%
180	SCHLUMBERGER LTD	SLB	840	$35,112	0.03%
181	TAIWAN SEMICONDUCTOR	874039100	205	$34,030	0.02%
182	EMERSON ELECTRIC	EMR	305	$33,485	0.02%
183	ISHARES CORE	46434V621	535	$33,074	0.02%
184	CATERPILLAR INC	CAT	99	$32,650	0.02%
185	BLOCK INC	BSQKZ	597	$32,437	0.02%
186	COMCAST CORP	CCZ	877	$32,350	0.02%
187	SCHWAB US	808524300	1,276	$31,951	0.02%
188	SCHWAB US	808524409	1,200	$31,896	0.02%
189	DOUBLELINE OPPORTUNISTIC	DBL	2,000	$31,260	0.02%
190	WASTE MANAGEMENT	94106L109	134	$31,022	0.02%
191	COINBASE GLOBAL	COIN	180	$31,003	0.02%
192	PARKER-HANNIFIN CORP	PH	50	$30,393	0.02%
193	MEDTRONIC PLC	MDT	336	$30,193	0.02%
194	PACER US	69374H881	547	$29,970	0.02%
195	APPLOVIN CORP	APP	112	$29,677	0.02%
196	CONSOLIDATED EDISON	ED	261	$28,864	0.02%
197	PUT 7 VANGUARD MEGA CAP	921910956	8	$28,240	0.02%
198	DIMENSIONAL CORE	25434V872	670	$28,180	0.02%
199	FIDELITY MSCI	316092501	400	$27,808	0.02%
200	HONEYWELL INTL	438516106	130	$27,586	0.02%
201	CISCO SYSTEMS	CSCO	447	$27,584	0.02%
202	NAPCO SECURITY	630402105	1,187	$27,325	0.02%
203	LAM RESEARCH	LRCX	370	$26,899	0.02%
204	INVESCO S&P	IVZ	350	$26,152	0.02%
205	SCHWAB FUNDAMENTAL	808524755	722	$26,093	0.02%
206	ADVANCED MICRO	AMD	251	$25,787	0.02%
207	FORD MOTOR	345370860	2,542	$25,497	0.02%
208	SHELL PLC	RYDAF	341	$24,963	0.02%
209	GILEAD SCIENCES	GILD	220	$24,651	0.02%
210	ISHARES BITCOIN	IBIT	518	$24,248	0.02%
211	NETFLIX INC	NFLX	26	$24,246	0.02%
212	ISHARES BROAD	46435U853	655	$24,111	0.02%
213	WALT DISNEY	254687106	243	$23,936	0.02%
214	FIRST TRUST	337344105	197	$23,823	0.02%
215	COTERRA ENERGY	CTRA	806	$23,296	0.02%
216	VANECK OIL	92189H607	89	$23,284	0.02%
217	DUKE ENERGY	DUKB	187	$22,808	0.02%
218	DIMENSIONAL INTL	25434V203	730	$22,798	0.02%
219	ABERDEEN PHYSICAL	SIVR	700	$22,757	0.02%
220	ISHARES NEW YORK	464288323	430	$22,640	0.02%
221	ISHARES S&P	464287887	180	$22,410	0.02%
222	ISHARES CORE	46435G326	318	$21,907	0.02%
223	TEXAS INSTRUMENTS	882508104	120	$21,564	0.02%
224	LOCKHEED MARTIN	LMT	48	$21,443	0.02%
225	GENERAL MILLS	370334104	358	$21,405	0.02%
226	XTRACKERS RUSSELL	233051242	408	$21,110	0.02%
227	PALANTIR TECHNOLOGIES	PLTR	250	$21,100	0.02%
228	BLACKROCK FDG	BLK	22	$20,925	0.02%
229	INVESCO S&P	IVZ	941	$20,866	0.02%
230	FIRST TRUST	33738R704	304	$20,736	0.02%
231	ACCENTURE PLC	ACN	66	$20,595	0.01%
232	CROWDSTRIKE HOLDINGS	CRWD	58	$20,450	0.01%
233	BANK AMERICA	060505104	489	$20,388	0.01%
234	ABBOTT LABORATORIES	ABLZF	152	$20,162	0.01%
235	PPG INDUSTRIES	693506107	181	$19,793	0.01%
236	FRANKLIN FTSE	FGDL	803	$19,714	0.01%
237	ARTHUR J	363576109	57	$19,679	0.01%
238	ISHARES RUSSELL	464287481	167	$19,621	0.01%
239	DIMENSIONAL NATIONAL	25434V849	412	$19,599	0.01%
240	ABBVIE INC	ABBV	93	$19,390	0.01%
241	PIMCO COMMODITY	72201R593	724	$19,381	0.01%
242	OMNICOM GROUP	OMC	232	$19,235	0.01%
243	PEAKSTONE REALTY	PKST	1,520	$19,152	0.01%
244	ALTRIA GROUP	MO	318	$19,087	0.01%
245	NOVARTIS AG	NVSEF	171	$19,063	0.01%
246	EASTMAN KODAK	KODK	3,000	$18,960	0.01%
247	ISHARES MSCI	464288877	314	$18,507	0.01%
248	EATON VANCE	ETN	2,240	$18,482	0.01%
249	BROADCOM INC	AVGO	110	$18,477	0.01%
250	RETURN STACKED	88636J816	834	$18,423	0.01%
251	DOCUSIGN INC	DOCU	225	$18,315	0.01%
252	INVESCO DORSEY	IVZ	133	$18,315	0.01%
253	BONDBLOXX 1 YEAR	09789C861	367	$18,247	0.01%
254	PAYPAL HOLDINGS	PYPL	279	$18,205	0.01%
255	CAPITAL GROUP	14019W109	742	$18,164	0.01%
256	NOVO NORDISK	NONOF	260	$18,054	0.01%
257	AVADEL PHARMACEUTICALS	G29687103	2,300	$18,009	0.01%
258	BLACKSTONE INC	BX	126	$17,612	0.01%
259	SPDR SERIES	78464A201	212	$17,596	0.01%
260	PUT 7 NVIDIA CORP	NVDA	7	$17,360	0.01%
261	WATSCO INC	WSO-B	34	$17,283	0.01%
262	LINDE PLC	LIN	37	$17,282	0.01%
263	TRUIST FINANCIAL	89832Q109	411	$16,913	0.01%
264	SIMON PROPERTY	828806109	101	$16,821	0.01%
265	VANGUARD RUSSELL	92206C664	206	$16,614	0.01%
266	ISHARES RUSS	464287473	129	$16,250	0.01%
267	MONDELEZ INTERNATIONAL	609207105	238	$16,148	0.01%
268	HESS CORP	HESM	100	$16,023	0.01%
269	CITIZENS FINANCIAL	CIA	389	$15,938	0.01%
270	STARBUCKS CORP	SBUX	158	$15,498	0.01%
271	CVS HEALTH	CVS	226	$15,312	0.01%
272	SALESFORCE INC	CRM	57	$15,296	0.01%
273	DIMENSIONAL US	25434V104	389	$14,953	0.01%
274	GOLDMAN SACHS	NVGLF	135	$14,861	0.01%
275	GENUINE PARTS	GPC	120	$14,297	0.01%
276	INVESCO PFD	IVZ	1,273	$14,283	0.01%
277	SIMPLIFY MANAGED	82889N699	481	$14,238	0.01%
278	EVERSOURCE ENERGY	ES	218	$13,540	0.01%
279	CAPITAL GROUP	14021D107	436	$13,507	0.01%
280	INVESCO S&P	IVZ	146	$13,454	0.01%
281	ISHARES S&P	464287606	160	$13,325	0.01%
282	FIRST TRUST	33739P301	276	$13,194	0.01%
283	ILLINOIS TOOL	452308109	53	$13,144	0.01%
284	VANGUARD FTSE	922042718	113	$13,063	0.01%
285	INVESCO NEXT	IVZ	320	$12,957	0.01%
286	ABRDN PHYSICAL	GLTR	100	$12,947	0.01%
287	CAMECO CORP	CCJ	314	$12,924	0.01%
288	VANGUARD INTERMEDIATE	92206C870	158	$12,917	0.01%
289	SONY GROUP	SNEJF	500	$12,695	0.01%
290	TRAVELERS COS	TRV	46	$12,165	0.01%
291	GENERAL DYNAMICS	GD	44	$11,994	0.01%
292	INVESCO SENIOR	IVZ	572	$11,850	0.01%
293	3M COMPANY	MMM	80	$11,749	0.01%
294	AVANTIS EMERGING	025072604	194	$11,673	0.01%
295	SPDR PORTFOLIO	78464A375	345	$11,468	0.01%
296	ZIONS BANCORPORATION	989701107	228	$11,387	0.01%
297	WISDOMTREE US	WT	142	$11,340	0.01%
298	ENTERGY CORP	ENO	132	$11,313	0.01%
299	ISHARES RUSSELL	464287614	31	$11,207	0.01%
300	PHILLIPS 66	PSX	87	$10,777	0.01%
301	PRUDENTIAL FINANCIAL	PUKPF	95	$10,637	0.01%
302	ALLIANT ENERGY	LNT	164	$10,553	0.01%
303	PROGRESSIVE CORP	743315103	37	$10,471	0.01%
304	CHIPOTLE MEXICAN	CMG	200	$10,044	0.01%
305	CITIGROUP INC	C-PR	141	$10,010	0.01%
306	ISHARES RUSSELL	464287648	39	$9,966	0.01%
307	GLOBAL X	37954Y475	250	$9,873	0.01%
308	NIKE INC	NKE	153	$9,731	0.01%
309	AMERICAN EXPRESS	AXP	36	$9,686	0.01%
310	ISHARES CORE	46435G672	193	$9,648	0.01%
311	WELLS FARGO	949746101	133	$9,524	0.01%
312	HERBALIFE LTD	HLF	1,100	$9,493	0.01%
313	COPA HOLDINGS	CPA	100	$9,246	0.01%
314	DIAGEO PLC	DGEAF	88	$9,222	0.01%
315	SPDR DOW	78463X749	206	$8,992	0.01%
316	INVESCO NASDAQ	IVZ	200	$8,826	0.01%
317	NORFOLK SOUTHERN	655844108	37	$8,763	0.01%
318	LOWES COMPANIES	548661107	37	$8,629	0.01%
319	AT&T INC	T-PC	300	$8,472	0.01%
320	TEXAS ROADHOUSE	TXRH	50	$8,332	0.01%
321	MANULIFE FINANCIAL	56501R106	257	$8,017	0.01%
322	BOSTON SCIENTIFIC	BSX	79	$7,970	0.01%
323	VIKING HOLDINGS	VIK	200	$7,950	0.01%
324	MITSUBISHI UFJ	606822104	578	$7,878	0.01%
325	FEDEX CORP	FDX	31	$7,558	0.01%
326	CHEWY INC	CHWY	230	$7,477	0.01%
327	TEXAS CAPITAL	88224Q107	100	$7,470	0.01%
328	HCI GROUP	HCIIP	50	$7,462	0.01%
329	W P CAREY	92936U109	116	$7,321	0.01%
330	ISHARES TECHNOLOGY	464287721	52	$7,303	0.01%
331	EATON CORP	ETN	26	$7,068	0.01%
332	TARGET CORP	TGT	64	$6,679	0.00%
333	S&P GLOBAL	SPGI	13	$6,606	0.00%
334	JPMORGAN US	46641Q753	158	$6,545	0.00%
335	DIMENSIONAL SHORT	25434V864	135	$6,415	0.00%
336	VANGUARD SMALL	922908611	34	$6,334	0.00%
337	GLOBAL X	37954Y632	174	$6,330	0.00%
338	NEXGEN ENERGY	NXE	1,400	$6,286	0.00%
339	UNITEDHEALTH GROUP	UNH	12	$6,285	0.00%
340	ADOBE INC	ADBE	16	$6,137	0.00%
341	UBS GROUP	UBS	200	$6,126	0.00%
342	CONOCOPHILLIPS	COP	58	$6,091	0.00%
343	CHUBB LTD	CB	20	$6,040	0.00%
344	ISHARES CORE	464287150	49	$5,978	0.00%
345	ARGENT MID	02072L839	189	$5,952	0.00%
346	MORGAN STANLEY	MS-PQ	51	$5,950	0.00%
347	MURPHY OIL	MUR	209	$5,935	0.00%
348	VANGUARD S&P	921932885	60	$5,922	0.00%
349	DOXIMITY INC	DOCS	100	$5,803	0.00%
350	O REILLY AUTOMOTIVE	67103H107	4	$5,730	0.00%
351	CONSTRUCTION PARTNERS	ROAD	79	$5,678	0.00%
352	HOULIHAN LOKEY	HLI	35	$5,653	0.00%
353	SANOFI	SNYNF	101	$5,601	0.00%
354	SERVICENOW INC	NOW	7	$5,573	0.00%
355	ALIGN TECHNOLOGY	ALGN	35	$5,560	0.00%
356	ING GROEP	INGVF	279	$5,466	0.00%
357	NUVEEN NEW JERSEY	NU	462	$5,436	0.00%
358	VANGUARD TOTAL	92203J407	111	$5,419	0.00%
359	ISHARES MBS	464288588	57	$5,345	0.00%
360	BIOMARIN PHARMACEUTICAL	BMRN	75	$5,302	0.00%
361	APPLIED MATERIALS	038222105	36	$5,224	0.00%
362	DARDEN RESTAURANTS	DRI	25	$5,194	0.00%
363	FIDELITY MSCI	316092808	32	$5,180	0.00%
364	DIMENSIONAL EMERGING	25434V302	200	$5,179	0.00%
365	ALLSTATE CORP	ALL-PJ	25	$5,177	0.00%
366	HDFC BANK	HDB	76	$5,049	0.00%
367	PROLOGIS INC	PLDGP	45	$5,031	0.00%
368	KROGER CO	KR	74	$5,009	0.00%
369	CIGNA GROUP	125523100	15	$4,935	0.00%
370	NATIONAL GRID	NMPWP	75	$4,921	0.00%
371	ON SEMICONDUCTOR	ON	119	$4,842	0.00%
372	KYNDRYL HOLDINGS	KD	153	$4,804	0.00%
373	VANGUARD SMALL	922908595	19	$4,784	0.00%
374	MCKESSON CORP	MCK	7	$4,711	0.00%
375	SPDR BLOOMBERG	78468R622	49	$4,670	0.00%
376	NORTHROP GRUMMAN	NOC	9	$4,608	0.00%
377	ARMSTRONG WORLD	04247X102	32	$4,508	0.00%
378	UNION PACIFIC CORP	UNP	19	$4,488	0.00%
379	KELLANOVA	BEKE	54	$4,465	0.00%
380	TOTALENERGIES SE	TTE	69	$4,464	0.00%
381	ISHARES SHORT	46431W507	88	$4,455	0.00%
382	COVENANT LOGISTICS	CVLG	200	$4,440	0.00%
383	ISHARES GLOBAL	464288224	377	$4,305	0.00%
384	INTUIT INC	INTU	7	$4,298	0.00%
385	EXXON MOBIL	XOM	36	$4,281	0.00%
386	NATERA INC	NTRA	30	$4,242	0.00%
387	FREEPORT MCMORAN	FCX	112	$4,240	0.00%
388	PACER U S	69374H857	111	$4,163	0.00%
389	BITWISE BITCOIN	BITB	91	$4,084	0.00%
390	NXP SEMICONDUCTORS	NXPI	21	$3,991	0.00%
391	PRIMERICA INC	PRI	14	$3,983	0.00%
392	UBER TECHNOLOGIES	UBER	54	$3,934	0.00%
393	RBC BEARINGS	RBC	12	$3,861	0.00%
394	SYNOPSYS INC	SNPS	9	$3,860	0.00%
395	SHERWIN WILLIAMS	SHW	11	$3,841	0.00%
396	MARTIN MARIETTA	573284106	8	$3,825	0.00%
397	NRG ENERGY	NRG	40	$3,818	0.00%
398	TJX COS	872540109	31	$3,776	0.00%
399	STONECO LTD	STNE	360	$3,773	0.00%
400	MOODYS CORP	MCO	8	$3,726	0.00%
401	CENTERPOINT ENERGY	CNP	102	$3,696	0.00%
402	ROPER TECHNOLOGIES	ROP	6	$3,537	0.00%
403	E N I SPA	26874R108	114	$3,526	0.00%
404	DANAHER CORP	235851102	17	$3,485	0.00%
405	AERCAP HOLDINGS	AER	34	$3,474	0.00%
406	UTILITIES SELECT	81369Y886	43	$3,390	0.00%
407	AUTOMATIC DATA	ADP	11	$3,361	0.00%
408	CHEESECAKE FACTORY	CAKE	69	$3,358	0.00%
409	KKR & CO	KKRT	29	$3,352	0.00%
410	IONIS PHARMACEUTICALS	IONS	110	$3,319	0.00%
411	CAPITAL GROUP	14020W106	90	$3,207	0.00%
412	CME GROUP	CME	12	$3,183	0.00%
413	BRITISH AMERN	110448107	72	$2,979	0.00%
414	ZOETIS INC	ZTS	18	$2,964	0.00%
415	HIMS & HERS	HIMS	100	$2,955	0.00%
416	SPDR DOW	78467X109	7	$2,939	0.00%
417	LANDSTAR SYSTEM	LSTR	19	$2,854	0.00%
418	GLOBAL PAYMENTS	37940X102	29	$2,840	0.00%
419	HILLMAN SOLUTIONS	HLMN	320	$2,813	0.00%
420	GFL ENVIRONMENTAL	GFL	58	$2,802	0.00%
421	AON PLC	AON	7	$2,794	0.00%
422	SONOCO PRODUCTS CO	835495102	59	$2,787	0.00%
423	UNIFIRST CORP	UNF	16	$2,784	0.00%
424	TRANSDIGM GROUP	TDG	2	$2,767	0.00%
425	TRACTOR SUPPLY	TSCO	50	$2,755	0.00%
426	FIRSTENERGY CORP	FE	68	$2,754	0.00%
427	INTERCONTINENTAL HOTELS	45857P806	25	$2,740	0.00%
428	RLI CORP	RLI	34	$2,731	0.00%
429	BRISTOL MYERS	CELG-RI	44	$2,684	0.00%
430	WD 40	WDFC	11	$2,684	0.00%
431	JOHNSON CONTROLS	G51502105	33	$2,644	0.00%
432	AMMO INC	POWWP	1,900	$2,622	0.00%
433	BANK HAWAII	062540109	38	$2,621	0.00%
434	SNAP INC	SNAP	300	$2,613	0.00%
435	AMETEK INC	AME	15	$2,582	0.00%
436	INVESCO S&P	IVZ	63	$2,564	0.00%
437	BOEING COMPANY	BA-PA	15	$2,558	0.00%
438	SOUTHERN COMPANY	SOMN	26	$2,391	0.00%
439	SPDR SERIES	78464A821	30	$2,384	0.00%
440	UNITED COMMUNITY	UNTCW	84	$2,363	0.00%
441	HEICO CORP NEW CL A	HEI-A	11	$2,321	0.00%
442	LAKELAND FINL CORP	511656100	39	$2,318	0.00%
443	OLD DOMINION	ODFL	14	$2,316	0.00%
444	VERTIV HOLDINGS	VRT	32	$2,310	0.00%
445	INVESCO RUSSELL	IVZ	43	$2,292	0.00%
446	BADGER METER	BMI	12	$2,283	0.00%
447	WISDOMTREE FLOATING	WT	44	$2,220	0.00%
448	MARSH & MCLENNAN	571748102	9	$2,196	0.00%
449	SPDR PORTFOLIO	78464A847	42	$2,150	0.00%
450	XCEL ENERGY	XELLL	30	$2,124	0.00%
451	NATIONAL BEVERAGE	FIZZ	51	$2,119	0.00%
452	VANECK SEMICONDUCTOR	92189F676	10	$2,115	0.00%
453	FULLER H B	FUL	37	$2,076	0.00%
454	SITEONE LANDSCAPE	SITE	17	$2,064	0.00%
455	GETTY REALTY	374297109	66	$2,058	0.00%
456	FIRST FINANCIAL	32020R109	57	$2,047	0.00%
457	WILLIS TOWERS	WTW	6	$2,028	0.00%
458	ANALOG DEVICES	ADI	10	$2,017	0.00%
459	PACKAGING CORP	695156109	10	$1,980	0.00%
460	TYSON FOODS	TSN	31	$1,978	0.00%
461	ARROW ELECTRONICS	042735100	19	$1,973	0.00%
462	UNILEVER PLC	UNLYF	33	$1,965	0.00%
463	MERCADOLIBRE INC	MELI	1	$1,951	0.00%
464	VANGUARD LONG	921937793	27	$1,901	0.00%
465	NASDAQ INC	NDAQ	25	$1,897	0.00%
466	PINTEREST INC	PINS	60	$1,860	0.00%
467	BP PLC	BPPFF	55	$1,858	0.00%
468	AVANTIS INTL	025072802	26	$1,820	0.00%
469	ISHARES TRUST	46435U713	40	$1,803	0.00%
470	DUPONT DE	DD	24	$1,792	0.00%
471	ARCHER DANIELS	ADM	37	$1,776	0.00%
472	CORSAIR GAMING	CRSR	200	$1,772	0.00%
473	AXALTA COATING	AXTA	53	$1,758	0.00%
474	GE AEROSPACE	369604301	9	$1,754	0.00%
475	AES CORP	AES	141	$1,750	0.00%
476	THOR INDUSTRIES	885160101	23	$1,744	0.00%
477	AMERICAN TOWER	03027X100	8	$1,741	0.00%
478	VALE S A	VALE	173	$1,727	0.00%
479	PALO ALTO	PANW	10	$1,706	0.00%
480	LULULEMON ATHLETICA	LULU	6	$1,698	0.00%
481	AZENTA INC	AZTA	49	$1,697	0.00%
482	TRADE DESK	88339J105	31	$1,696	0.00%
483	HOWMET AEROSPACE	HWM	13	$1,686	0.00%
484	KONTOOR BRANDS	KTB	26	$1,667	0.00%
485	GSK PLC	GLAXF	43	$1,666	0.00%
486	DOMINION ENERGY	D	29	$1,626	0.00%
487	ISHARES U S	46431W853	60	$1,588	0.00%
488	NUCOR CORP	NUE	13	$1,564	0.00%
489	MANHATTAN ASSOCS	MANH	9	$1,557	0.00%
490	SPIRIT AEROSYSTEMS	848574109	45	$1,551	0.00%
491	ALLISON TRANSMISSION	ALSN	16	$1,531	0.00%
492	LIBERTY MEDIA	FWONB	17	$1,530	0.00%
493	ALBANY INTL	012348108	22	$1,519	0.00%
494	FMC CORP	FMC	35	$1,477	0.00%
495	JACK HENRY	426281101	8	$1,461	0.00%
496	SCOTTS MIRACLE-GRO	SMG	26	$1,427	0.00%
497	SENSATA TECHNOLOGIES	ST	58	$1,408	0.00%
498	BAXTER INTL	071813109	40	$1,369	0.00%
499	CANADIAN NATIONAL	136375102	14	$1,364	0.00%
500	CONAGRA BRANDS	CAG	51	$1,360	0.00%