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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

JPMORGAN CHASE & CO

Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0000019617-25-000217

Total Value
$1.34T
Positions
33,339
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT88,119,553$37.14B3.88%
2NVIDIA CORPORATIONNVDA274,658,762$36.88B3.85%
3APPLE INCAAPL119,031,455$29.81B3.11%
4AMAZON COM INCAMZN122,855,862$26.95B2.82%
5META PLATFORMS INCMETA35,453,441$20.76B2.17%
6SPDR S&P 500 ETF TRUSTSPY32,068,733$18.79B1.96%
7ALPHABET INCGOOG64,529,546$12.29B1.28%
8BROADCOM INCAVGO52,520,980$12.18B1.27%
9MASTERCARD INCORPORATEDMA21,312,784$11.22B1.17%
10TESLA INCTSLA27,301,083$11.03B1.15%
11VANGUARD TOTAL INTL BOND ETF92203J407181,627,489$8.91B0.93%
12ELI LILLY & COLLY9,335,041$7.21B0.75%
13SPDR S&P 500 ETF TRSPY12,178,900$7.14B0.75%
14UNITEDHEALTH GROUP INCUNH13,829,634$7.00B0.73%
15WELLS FARGO CO NEW94974610194,835,107$6.66B0.70%
16VANGUARD S&P 500 ETF92290836312,275,000$6.61B0.69%
17MCDONALDS CORPMCD22,556,989$6.54B0.68%
18NETFLIX INCNFLX6,990,647$6.23B0.65%
19ALPHABET INCGOOG31,460,102$5.96B0.62%
20ABBVIE INCABBV33,343,838$5.93B0.62%
21EXXON MOBIL CORPXOM53,718,372$5.78B0.60%
22ORACLE CORPORCL-PD33,356,757$5.56B0.58%
23MICROSOFT CORPMSFT12,848,639$5.42B0.57%
24VANGUARD TOTAL BOND MARKET92193783575,256,234$5.41B0.57%
25NVIDIA CORPORATIONNVDA39,440,712$5.30B0.55%
26SERVICENOW INCNOW4,827,424$5.12B0.53%
27TESLA INCTSLA12,264,300$4.95B0.52%
28APPLE INCAAPL19,719,321$4.94B0.52%
29LOWES COS INC54866110719,738,568$4.87B0.51%
30BANK AMERICA CORP060505104107,725,553$4.73B0.49%
31BERKSHIRE HATHAWAY INC DELBRK-A10,427,226$4.73B0.49%
32NVIDIA CORPORATIONNVDA34,056,091$4.57B0.48%
33MICROSOFT CORPMSFT10,678,029$4.50B0.47%
34JPMORGAN GLBL SLCT EQ ETF46654Q74074,065,181$4.45B0.46%
35TRANE TECHNOLOGIES PLCTT11,511,701$4.25B0.44%
36JPMORGAN BETABUILDERS JAPAN ETF46641Q21777,035,939$4.23B0.44%
37APPLE INCAAPL16,799,790$4.21B0.44%
38EATON CORP PLCETN12,317,562$4.09B0.43%
39COCA COLA COKO65,018,487$4.05B0.42%
40ANALOG DEVICES INCADI18,845,666$4.00B0.42%
41ISHARES CORE S&P 500 ETF4642872006,800,000$4.00B0.42%
42ISHARES MBS ETF46428858843,346,086$3.97B0.42%
43NEXTERA ENERGY INCNEE-PW54,243,533$3.89B0.41%
44AMAZON COM INCAMZN17,655,289$3.87B0.40%
45SALESFORCE INCCRM11,392,825$3.81B0.40%
46JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q13464,473,485$3.77B0.39%
47INTUITIVE SURGICAL INCISRG7,204,994$3.76B0.39%
48ISHARES TR46428795516,634,400$3.68B0.38%
49REGENERON PHARMACEUTICALSREGN5,140,629$3.66B0.38%
50AMERICAN EXPRESS COAXP12,112,812$3.59B0.38%
51TAIWAN SEMICONDUCTOR MFG LTD87403910018,128,319$3.58B0.37%
52INTUITINTU5,692,406$3.58B0.37%
53GOLDMAN SACHS GROUP INCGSCE6,200,508$3.55B0.37%
54INVESCO QQQ TRIVZ6,939,800$3.55B0.37%
55BRISTOL-MYERS SQUIBB COCELG-RI62,378,377$3.53B0.37%
56CONOCOPHILLIPSCOP35,560,171$3.53B0.37%
57JPMORGAN ULTRA-SHORT INCOME46641Q83769,157,196$3.48B0.36%
58JOHNSON & JOHNSONJNJ23,804,326$3.44B0.36%
59MICROSOFT CORPMSFT7,863,093$3.31B0.35%
60HONEYWELL INTL INC43851610614,556,954$3.29B0.34%
61JPM BETABUILDERS INTL EQTY46641Q37357,469,660$3.28B0.34%
62NXP SEMICONDUCTORS N VNXPI15,660,309$3.25B0.34%
63SPDR S&P 500 ETF TRUSTSPY5,553,608$3.25B0.34%
64AMAZON COM INCAMZN14,635,832$3.21B0.34%
65SOUTHERN COSOMN38,151,249$3.14B0.33%
66JPMORGAN BETABUILDERS CANADA46641Q22543,475,606$3.07B0.32%
67VANGUARD S&P 500 ETF9229083635,632,861$3.04B0.32%
68BLACKSTONE INCBX17,391,683$3.00B0.31%
69VANGUARD INT-TERM CORPORATE92206C87037,044,861$2.97B0.31%
70BOOKING HOLDINGS INCBKNG596,343$2.96B0.31%
71MORGAN STANLEYMS-PQ23,393,268$2.94B0.31%
72NVIDIA CORPORATIONNVDA21,887,365$2.94B0.31%
73ISHARES CORE S&P 500 ETF4642872004,949,179$2.91B0.30%
74THERMO FISHER SCIENTIFIC INCTMO5,589,106$2.91B0.30%
75META PLATFORMS INCMETA4,949,916$2.90B0.30%
76DEERE & CODE6,680,623$2.83B0.30%
77SPDR GOLD TRGLD11,682,600$2.83B0.30%
78ABBOTT LABSABLZF24,860,718$2.81B0.29%
79ISHARES S&P 500 GROWTH ETF46428730927,642,477$2.81B0.29%
80PEPSICO INCPEP18,152,103$2.76B0.29%
81TEXAS INSTRS INC88250810414,637,147$2.74B0.29%
82VANGUARD INTERMEDIATE-TERM T92206C70645,787,800$2.66B0.28%
83SPDR S&P 500 ETF TRUSTSPY4,500,370$2.64B0.28%
84APPLE INCAAPL10,504,100$2.63B0.27%
85MONDELEZ INTL INC60920710543,430,360$2.59B0.27%
86VISA INCV8,206,172$2.59B0.27%
87BAKER HUGHES COMPANYBKR63,050,886$2.59B0.27%
88GALLAGHER ARTHUR J & CO3635761099,103,475$2.58B0.27%
89HOME DEPOT INCHD6,560,602$2.55B0.27%
90FINANCIAL SELECT SECTOR SPDR81369Y60552,506,908$2.54B0.27%
91VANGUARD TAX-EXEMPT BOND ETF92290774650,061,082$2.51B0.26%
92APPLE INCAAPL9,974,454$2.50B0.26%
93JPMORGAN BETABUILDERS JAPAN ETF46641Q21745,473,519$2.50B0.26%
94SCHWAB CHARLES CORPSCHW-PJ33,526,852$2.48B0.26%
95EOG RES INCEOG20,186,017$2.47B0.26%
96PROCTER AND GAMBLE CO74271810914,734,431$2.47B0.26%
97WALMART INCWMT27,003,254$2.44B0.25%
98AMAZON COM INCAMZN10,959,714$2.40B0.25%
99KKR & CO INCKKRT16,199,592$2.40B0.25%
100STRYKER CORPORATIONSYK6,652,626$2.40B0.25%
101AUTOZONE INCAZO747,069$2.39B0.25%
102MICROSOFT CORPMSFT5,624,520$2.37B0.25%
103CSX CORPCSX72,917,032$2.35B0.25%
104ARISTA NETWORKS INCANET21,226,392$2.35B0.25%
105PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83323,375,663$2.35B0.25%
106BROADCOM INCAVGO10,113,799$2.34B0.25%
107YUM BRANDS INCYUM17,319,656$2.32B0.24%
108ISHARES S&P 500 VALUE ETF46428740812,132,177$2.32B0.24%
109TRANSDIGM GROUP INCTDG1,819,524$2.31B0.24%
110META PLATFORMS INCMETA3,934,550$2.30B0.24%
111COMCAST CORP NEWCCZ61,357,387$2.30B0.24%
112VANGUARD TOTAL INTL BOND ETF92203J40746,204,723$2.27B0.24%
113PROGRESSIVE CORP7433151039,384,191$2.25B0.23%
114LINDE PLCLIN5,331,505$2.23B0.23%
115SPDR S&P 500 ETF TRSPY3,786,800$2.22B0.23%
116ROSS STORES INCROST14,479,609$2.19B0.23%
117AMERIPRISE FINL INC03076C1064,102,887$2.18B0.23%
118CHIPOTLE MEXICAN GRILL INCCMG35,201,741$2.12B0.22%
119META PLATFORMS INCMETA3,618,300$2.12B0.22%
120DOORDASH INCDASH12,460,747$2.09B0.22%
121D R HORTON INC23331A10914,877,778$2.08B0.22%
122OTIS WORLDWIDE CORPOTIS22,301,652$2.07B0.22%
123JPMORGAN BETABUILDERS DEVELO46641Q23342,360,165$2.07B0.22%
124PG&E CORPPCG-PX102,079,540$2.06B0.22%
125CHEVRON CORP NEWCVX14,092,087$2.04B0.21%
126QUANTA SVCS INC74762E1026,292,176$1.99B0.21%
127INTERNATIONAL BUSINESS MACHSINTR8,838,055$1.94B0.20%
128PHILIP MORRIS INTL INC71817210915,923,696$1.92B0.20%
129MEDTRONIC PLCMDT23,976,656$1.92B0.20%
130PALO ALTO NETWORKS INCPANW10,514,484$1.91B0.20%
131NVIDIA CORPORATIONNVDA14,025,554$1.88B0.20%
132UNITED PARCEL SERVICE INCUPS14,746,336$1.86B0.19%
133COSTCO WHSL CORP NEW22160K1052,022,282$1.85B0.19%
134HUBSPOT INCHUBS2,636,985$1.84B0.19%
135BROADCOM INCAVGO7,912,226$1.83B0.19%
136VERTEX PHARMACEUTICALS INCVRTX4,528,351$1.82B0.19%
137MCKESSON CORPMCK3,157,720$1.80B0.19%
138MICRON TECHNOLOGY INCMU21,345,492$1.80B0.19%
139CME GROUP INCCME7,734,295$1.80B0.19%
140ALPHABET INCGOOG9,419,374$1.79B0.19%
141MERCADOLIBRE INCMELI1,054,879$1.79B0.19%
142VANGUARD SHORT-TERM BOND ETF92193782723,106,653$1.79B0.19%
143DISNEY WALT CO25468710615,991,100$1.78B0.19%
144FIDELITY NATL INFORMATION SV31620M10622,034,824$1.78B0.19%
145JPMORGAN BETABUILDERS CANADA46641Q22525,072,703$1.77B0.18%
146SPDR S&P 500 ETF TRSPY3,005,500$1.76B0.18%
147PROLOGIS INC.PLDGP16,581,547$1.75B0.18%
148SPDR GOLD TRGLD7,208,500$1.75B0.18%
149SPDR S&P 500 ETF TRUSTSPY2,970,183$1.74B0.18%
150ISHARES CORE S&P MIDCAP ETF46428750727,930,236$1.74B0.18%
151SPOTIFY TECHNOLOGY S ASPOT3,886,937$1.74B0.18%
152UNION PAC CORPUNP7,524,755$1.72B0.18%
153SHOPIFY INCSHOP16,116,822$1.71B0.18%
154HOWMET AEROSPACE INCHWM15,658,430$1.71B0.18%
155ISHARES RUSSELL 1000 GROWTH4642876144,253,735$1.71B0.18%
156ACCENTURE PLC IRELANDACN4,803,685$1.69B0.18%
157TJX COS INC NEW87254010913,915,539$1.68B0.18%
158ALPHABET INCGOOG8,772,854$1.67B0.17%
159JPMORGAN BETABUILDERS EUROPE ETF46641Q19130,020,570$1.66B0.17%
160JPM BETABUILDERS US MID CAP46641Q34017,106,118$1.65B0.17%
161VANGUARD INFO TECH ETF92204A7022,603,989$1.62B0.17%
162MASTERCARD INCORPORATEDMA3,069,053$1.62B0.17%
163VANGUARD INFO TECH ETF92204A7022,597,883$1.62B0.17%
164SPDR S&P 500 ETF TRUSTSPY2,737,208$1.60B0.17%
165NVIDIA CORPORATIONNVDA11,912,000$1.60B0.17%
166WALMART INCWMT17,698,024$1.60B0.17%
167UBER TECHNOLOGIES INCUBER26,182,943$1.58B0.17%
168APPLOVIN CORPAPP4,823,549$1.56B0.16%
169TAIWAN SEMICONDUCTOR MFG LTD8740399507,900,900$1.56B0.16%
170MICROSOFT CORPMSFT3,699,700$1.56B0.16%
171MARVELL TECHNOLOGY INCMRVL14,027,363$1.55B0.16%
172CAPITAL ONE FINL CORP14040H1058,647,518$1.54B0.16%
173THE TRADE DESK INC88339J10513,086,006$1.54B0.16%
174META PLATFORMS INCMETA2,621,036$1.53B0.16%
175TRUIST FINL CORP89832Q10935,349,131$1.53B0.16%
176APPLE INCAAPL6,084,870$1.52B0.16%
177ISHARES CORE S&P 500 ETF4642872002,585,509$1.52B0.16%
178TESLA INCTSLA3,694,034$1.49B0.16%
179AMAZON COM INCAMZN6,641,005$1.46B0.15%
180DOVER CORPDOV7,631,062$1.43B0.15%
181SELECT SECTOR SPDR TR81369Y90529,448,200$1.42B0.15%
182CARRIER GLOBAL CORPORATIONCARR20,795,702$1.42B0.15%
183JPMORGAN BETABUILDERS DEVELO46641Q23328,634,911$1.40B0.15%
184PGIM ULTRA SHORT BOND ETF69344A10728,127,924$1.39B0.15%
185TRAVELERS COMPANIES INCTRV5,743,163$1.38B0.14%
186NORTHROP GRUMMAN CORPNOC2,919,176$1.37B0.14%
187HILTON WORLDWIDE HLDGS INCHLT5,505,046$1.36B0.14%
188NVIDIA CORPORATIONNVDA10,073,100$1.35B0.14%
189LAM RESEARCH CORPLRCX18,519,319$1.34B0.14%
1903M COMMM10,314,146$1.33B0.14%
191VENTAS INCVTR22,567,127$1.33B0.14%
192MERCK & CO INCMRK13,127,171$1.31B0.14%
193SPDR S&P 500 ETF TRUSTSPY2,220,104$1.30B0.14%
194JPMORGAN ULTRA-SHORT INCOME46641Q83725,802,633$1.30B0.14%
195VULCAN MATLS CO9291601095,010,333$1.29B0.13%
196US BANCORP DELUSB-PS26,855,648$1.28B0.13%
197AON PLCAON3,568,992$1.28B0.13%
198ISHARES CORE MSCI EMERGING46434G10324,496,505$1.28B0.13%
199META PLATFORMS INCMETA2,173,806$1.27B0.13%
200INVESCO QQQ TRUST SERIES 1IVZ2,483,547$1.27B0.13%
201FINANCIAL SELECT SECTOR SPDR81369Y60526,245,443$1.27B0.13%
202AIR PRODS & CHEMS INCAIIR4,340,240$1.26B0.13%
203UNITEDHEALTH GROUP INCUNH2,479,873$1.25B0.13%
204BLOCK INCBSQKZ14,609,209$1.24B0.13%
205INGERSOLL RAND INCIR13,686,411$1.24B0.13%
206VANGUARD TOTAL BOND MARKET92193783517,197,558$1.24B0.13%
207BOSTON SCIENTIFIC CORPBSX13,821,093$1.23B0.13%
208VERTIV HOLDINGS COVRT10,773,998$1.22B0.13%
209UNITEDHEALTH GROUP INCUNH2,414,471$1.22B0.13%
210ISHARES CORE S&P 500 ETF4642872002,068,917$1.22B0.13%
211PNC FINL SVCS GROUP INC6934751056,285,981$1.21B0.13%
212ALPHABET INCGOOG6,317,407$1.20B0.12%
213CMS ENERGY CORPCMS-PC17,789,914$1.19B0.12%
214VANGUARD SHORT-TERM TREASURY INDEX FUND92206C10220,333,673$1.18B0.12%
215DOMINION ENERGY INCD21,960,731$1.18B0.12%
216RTX CORPORATIONRTX10,195,425$1.18B0.12%
217APPLE INCAAPL4,704,200$1.18B0.12%
218ISHARES 7-10 YEAR TREASURY B46428744012,715,826$1.18B0.12%
219COGNIZANT TECHNOLOGY SOLUTIOCTSH15,110,587$1.16B0.12%
220CORPAY INCCPAY3,401,529$1.15B0.12%
221FINANCIAL SELECT SECTOR SPDR81369Y60523,280,882$1.13B0.12%
222SEAGATE TECHNOLOGY HLDNGS PLSE13,003,308$1.12B0.12%
223SELECT SECTOR SPDR TR81369Y95523,149,600$1.12B0.12%
224MASTERCARD INCORPORATEDMA2,119,132$1.12B0.12%
225UNITEDHEALTH GROUP INCUNH2,205,862$1.12B0.12%
226PAYPAL HLDGS INCPYPL13,019,303$1.11B0.12%
227ISHARES MSCI JAPAN ETF46434G82216,558,774$1.11B0.12%
228NORFOLK SOUTHN CORP6558441084,682,805$1.10B0.11%
229VANGUARD MORTGAGE-BACKED SEC92206C77124,190,355$1.10B0.11%
230ISHARES 7-10 YEAR TREASURY B46428744011,855,148$1.10B0.11%
231ARES MANAGEMENT CORPORATIONARES-PB6,133,157$1.09B0.11%
232CHUBB LIMITEDCB3,921,464$1.08B0.11%
233ISHARES SILVER TRSLV40,766,700$1.07B0.11%
234GENERAL DYNAMICS CORPGD4,043,803$1.07B0.11%
235ISHARES RUSSELL 1000 VALUE E4642875985,735,695$1.06B0.11%
236PUBLIC SVC ENTERPRISE GRP IN74457310612,446,599$1.05B0.11%
237EXXON MOBIL CORPXOM9,737,156$1.05B0.11%
238VANGUARD ULTRA SHORT BOND ET92203C30321,090,382$1.05B0.11%
239THE CIGNA GROUP1255231003,788,007$1.05B0.11%
240MASTERCARD INCORPORATEDMA1,983,424$1.04B0.11%
241FAIR ISAAC CORPFICO523,753$1.04B0.11%
242SPDR S&P 500 ETF TRUSTSPY1,776,625$1.04B0.11%
243STARBUCKS CORPSBUX11,378,814$1.04B0.11%
244AMAZON COM INCAMZN4,697,800$1.03B0.11%
245ISHARES MSCI EAFE ETF46428746513,540,644$1.02B0.11%
246ALPHABET INCGOOG5,403,177$1.02B0.11%
247BLACKROCK INCBLK997,628$1.02B0.11%
248AMPHENOL CORP NEW03209510114,643,804$1.02B0.11%
249EXXON MOBIL CORPXOM9,414,700$1.01B0.11%
250ASML HOLDING N VASMLF1,461,073$1.01B0.11%
251ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF46435G4257,845,938$1.01B0.11%
252FIFTH THIRD BANCORPFITBM23,691,392$1.00B0.10%
253ELI LILLY & COLLY1,289,068$995.2M0.10%
254MICROCHIP TECHNOLOGY INC.MCHPP17,274,403$990.7M0.10%
255VANGUARD S&P 500 ETF9229083631,814,541$977.7M0.10%
256UNITEDHEALTH GROUP INCUNH1,922,049$972.3M0.10%
257TESLA INCTSLA2,393,700$966.7M0.10%
258BURLINGTON STORES INCBURL3,383,334$964.5M0.10%
259FISERV INCFISV4,693,489$964.1M0.10%
260XCEL ENERGY INCXELLL14,157,282$955.9M0.10%
261BROADCOM INCAVGO4,108,336$952.5M0.10%
262MCDONALDS CORPMCD3,267,612$947.2M0.10%
263WESTERN DIGITAL CORPWDC15,864,746$946.0M0.10%
264VANGUARD S&P 500 ETF9229083631,741,524$938.4M0.10%
265SYNOPSYS INCSNPS1,933,119$938.3M0.10%
266VANGUARD SHORT-TERM TIPS92202080519,343,219$936.6M0.10%
267NATERA INCNTRA5,861,483$927.9M0.10%
268ELI LILLY & COLLY1,196,054$923.4M0.10%
269ABBVIE INCABBV5,180,635$920.6M0.10%
270M & T BK CORP55261F1044,878,144$917.1M0.10%
271ENERGY TRANSFER L PET-PI46,591,727$912.7M0.10%
272ISHARES TR46428895311,521,100$906.1M0.09%
273MORGAN STANLEYMS-PQ7,190,158$903.9M0.09%
274DIGITAL RLTY TR INC2538681035,082,474$901.3M0.09%
275SALESFORCE INCCRM2,680,944$896.3M0.09%
276AMETEK INCAME4,936,396$889.8M0.09%
277ALPHABET INCGOOG4,696,300$889.0M0.09%
278NVIDIA CORPNVDA6,619,524$888.9M0.09%
279ABBVIE INCABBV4,999,115$888.3M0.09%
280VANGUARD INT-TERM CORPORATE92206C87011,064,996$888.2M0.09%
281WELLS FARGO CO NEW94974610112,637,427$887.7M0.09%
282SPDR PORT SHRT TRM CORP BND78464A47429,657,540$885.6M0.09%
283ADVANCED MICRO DEVICES INCAMD7,268,243$877.9M0.09%
284LOEWS CORPL10,342,364$875.9M0.09%
285TAKE-TWO INTERACTIVE SOFTWARTTWO4,747,357$873.9M0.09%
286ISHARES TR4642879053,936,100$869.7M0.09%
287VANGUARD MORTGAGE-BACKED SEC92206C77119,006,814$861.8M0.09%
288WELLTOWER INCWELL6,790,188$855.8M0.09%
289MARTIN MARIETTA MATLS INC5732841061,651,743$853.1M0.09%
290EQUINIX INCEQIX902,958$851.4M0.09%
291NETFLIX INCNFLX946,093$843.3M0.09%
292ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,708,154$838.4M0.09%
293EXXON MOBIL CORPXOM7,790,344$838.0M0.09%
294iShares U.S. Equity Factor RBLK16,291,631$834.9M0.09%
295TAIWAN SEMICONDUCTOR MFG LTD8740391004,225,982$834.6M0.09%
296PPG INDS INC6935061076,974,178$833.1M0.09%
297VANGUARD FTSE EUROPE ETF92204287413,060,213$828.9M0.09%
298PARKER-HANNIFIN CORPPH1,302,309$828.3M0.09%
299VANGUARD SHORT-TERM TREASURY INDEX FUND92206C10214,171,638$824.5M0.09%
300SALESFORCE INCCRM2,458,884$822.1M0.09%
301ORACLE CORPORCL-PD4,885,565$814.1M0.09%
302EATON CORP PLCETN2,441,147$810.1M0.08%
303TAIWAN SEMICONDUCTOR MFG LTD8740391004,047,413$799.3M0.08%
304VANGUARD FTSE EUROPE ETF92204287412,544,148$796.2M0.08%
305ELI LILLY & COLLY1,030,246$795.3M0.08%
306PALANTIR TECHNOLOGIES INCPLTR10,474,672$792.2M0.08%
307EDWARDS LIFESCIENCES CORPEW10,531,905$779.7M0.08%
308METLIFE INCMET-PF9,516,382$779.2M0.08%
309MARRIOTT INTL INC NEW5719032022,782,503$776.2M0.08%
310CENCORA INCCOR3,450,232$775.2M0.08%
311ISHARES S&P 500 GROWTH ETF4642873097,613,232$773.0M0.08%
312VANGUARD TAX-EXEMPT BOND ETF92290774615,362,912$770.1M0.08%
313MONSTER BEVERAGE CORP NEWMNST14,410,950$757.4M0.08%
314ISHARES RUSSELL 1000 GROWTH4642876141,868,958$750.5M0.08%
315ITT INCITT5,232,273$747.6M0.08%
316MCDONALDS CORPMCD2,577,505$747.2M0.08%
317ABBVIE INCABBV4,183,225$743.4M0.08%
318SBA COMMUNICATIONS CORP NEWSBAC3,638,131$741.5M0.08%
319MORGAN STANLEYMS-PQ5,892,192$740.8M0.08%
320HEALTH CARE SELECT SECTOR81369Y2095,374,020$739.3M0.08%
321VANGUARD INTERMEDIATE-TERM T92206C70612,723,329$738.0M0.08%
322FIRST CTZNS BANCSHARES INC N31946M103348,460$736.3M0.08%
323ISHARES 3-7 YEAR TREASURY BO4642886616,369,566$736.0M0.08%
324ISHARES CORE TOTAL BOND ETF46434V61316,236,413$733.9M0.08%
325JPMORGAN ACTIVEBUILDERS EMER46641Q26619,564,579$731.9M0.08%
326WELLS FARGO CO NEW94974610110,398,400$730.4M0.08%
327VERIZON COMMUNICATIONS INCVZ18,254,220$730.0M0.08%
328TESLA INCTSLA1,806,771$729.6M0.08%
329NETFLIX INCNFLX818,175$729.3M0.08%
330ISHARES US TREASURY BOND ETF46429B26731,507,840$724.1M0.08%
331INVESCO QQQ TRUST SERIES 1IVZ1,394,270$712.8M0.07%
332SPDR S&P BIOTECH ETF78464A8707,845,453$706.6M0.07%
333AT&T INCT-PC30,818,767$701.7M0.07%
334FEDEX CORPFDX2,471,355$695.3M0.07%
335APPLE INCAAPL2,773,552$694.6M0.07%
336BANK AMERICA CORP06050510415,510,457$681.7M0.07%
337TEXAS INSTRS INC8825081043,609,382$676.8M0.07%
338VANGUARD S&P 500 GROWTH ETF9219325051,848,839$676.8M0.07%
339REGENCY CTRS CORP7588491039,144,860$676.1M0.07%
340SPDR SER TR78464A95811,177,000$674.5M0.07%
341ELI LILLY & COLLY873,064$674.0M0.07%
342ROYAL BK CDA7800871025,547,953$668.6M0.07%
343ALPHABET INCGOOG3,457,522$658.5M0.07%
344VANGUARD REAL ESTATE ETF9229085537,252,292$646.0M0.07%
345HOME DEPOT INCHD1,659,124$645.4M0.07%
346HUNT J B TRANS SVCS INC4456581073,766,046$642.7M0.07%
347ADOBE INCADBE1,444,393$642.3M0.07%
348CHURCH & DWIGHT CO INCCHD6,120,933$640.9M0.07%
349BERKSHIRE HATHAWAY INC DELBRK-A1,412,023$640.0M0.07%
350VANGUARD TOTAL STOCK MKT ETF9229087692,200,885$637.8M0.07%
351TESLA INCTSLA1,575,150$636.1M0.07%
352ORACLE CORPORCL-PD3,812,531$635.3M0.07%
353ATLASSIAN CORPORATIONTEAM2,606,431$634.4M0.07%
354BERKSHIRE HATHAWAY INC DELBRK-A1,393,545$631.7M0.07%
355INDUSTRIAL SELECT SECT SPDR81369Y7044,790,312$631.2M0.07%
356MCDONALDS CORPMCD2,176,923$631.1M0.07%
357MARSH & MCLENNAN COS INC5717481022,967,964$630.4M0.07%
358JPMORGAN SMALL & MID CAP ENHAN46641Q11810,408,775$629.4M0.07%
359RAYMOND JAMES FINL INC7547301094,049,008$628.9M0.07%
360ALPHABET INCGOOG3,305,000$625.6M0.07%
361COPART INCCPRT10,821,275$621.0M0.06%
362JPMORGAN BETABUILDERS US AGG46641Q24113,711,726$619.5M0.06%
363ALPHABET INCGOOG3,257,350$616.6M0.06%
364INTUITIVE SURGICAL INCISRG1,180,648$616.3M0.06%
365SERVICENOW INCNOW579,795$614.7M0.06%
366NVIDIA CORPORATIONNVDA4,567,915$613.4M0.06%
367HOME DEPOT INCHD1,576,192$613.1M0.06%
368GRAINGER W W INC384802104580,025$611.4M0.06%
369NEXTERA ENERGY INCNEE-PW8,523,442$611.0M0.06%
370INVESCO QQQ TRUST SERIES 1IVZ1,191,154$609.0M0.06%
371DIAMONDBACK ENERGY INCFANG3,716,826$608.9M0.06%
372MICROSOFT CORPMSFT1,439,280$606.7M0.06%
373JPMORGAN ACTIVE GROWTH ETF46654Q6097,465,262$604.9M0.06%
374BECTON DICKINSON & COBDX2,658,346$603.1M0.06%
375COSTCO WHSL CORP NEW22160K105655,113$600.3M0.06%
376SPDR PORTFOLIO S&P 500 ETF78464A8548,701,544$599.9M0.06%
377NU HLDGS LTDNU57,856,185$599.4M0.06%
378PEPSICO INCPEP3,924,826$596.8M0.06%
379BANK AMERICA CORP06050510413,470,484$592.0M0.06%
380BANK AMERICA CORP06050510413,463,563$591.7M0.06%
381JPMORGAN BETABUILDERS EM EQT46654Q80711,570,292$590.2M0.06%
382SERVICENOW INCNOW554,643$588.0M0.06%
383SPDR S&P 500 ETF TRUSTSPY1,002,578$587.6M0.06%
384CSX CORPCSX18,179,205$586.6M0.06%
385BOOKING HOLDINGS INCBKNG118,056$586.6M0.06%
386WELLS FARGO CO NEW9497461018,349,063$586.4M0.06%
387CROWDSTRIKE HLDGS INCCRWD1,698,883$581.3M0.06%
388BLACKSTONE INCBX3,369,710$581.0M0.06%
389EMERSON ELEC COEMR4,687,209$580.9M0.06%
390TEXAS INSTRS INC8825081043,093,924$580.1M0.06%
391ISHARES NATIONAL MUNI BOND ETF4642884145,440,421$579.7M0.06%
392BANK AMERICA CORP06050510413,146,080$577.8M0.06%
393CISCO SYS INCCSCO9,682,849$573.2M0.06%
394PUBLIC STORAGE OPER COPSA-PS1,911,979$572.5M0.06%
395ISHARES TR46428790413,683,400$572.2M0.06%
396ON SEMICONDUCTOR CORPON9,054,460$570.9M0.06%
397DANAHER CORPORATION2358511022,478,042$568.8M0.06%
398JPMORGAN ACTIVE VALUE ETF46641Q1678,975,806$568.2M0.06%
399MICROSOFT CORPMSFT1,347,805$568.1M0.06%
400ROBINHOOD MKTS INC77070010215,237,908$567.8M0.06%
401WILLIAMS COS INC96945710010,456,866$565.9M0.06%
402INTERACTIVE BROKERS GROUP IN45841N1073,194,639$564.4M0.06%
403BRISTOL-MYERS SQUIBB COCELG-RI9,971,092$564.0M0.06%
404HEALTH CARE SELECT SECTOR81369Y2094,078,492$561.1M0.06%
405CATERPILLAR INCCAT1,540,290$558.8M0.06%
406WELLS FARGO CO NEW9497461017,945,938$558.1M0.06%
407ALEXANDRIA REAL ESTATE EQ IN0152711095,706,011$556.6M0.06%
408CHENIERE ENERGY INCLNG2,575,434$553.4M0.06%
409VISA INCV1,743,988$551.2M0.06%
410ISHARES CORE MSCI EAFE ETF46432F8427,839,690$551.0M0.06%
411JPMORGAN BETABUILDERS EUROPE ETF46641Q1919,928,969$550.3M0.06%
412COMM SERV SELECT SECTOR SPDR81369Y8525,666,997$548.6M0.06%
413MONGODB INCMDB2,350,644$547.3M0.06%
414THERMO FISHER SCIENTIFIC INCTMO1,051,919$547.2M0.06%
415AVALONBAY CMNTYS INCAWX2,483,133$546.2M0.06%
416DELTA AIR LINES INC DELDAL9,019,200$545.7M0.06%
417T-MOBILE US INCTMUSZ2,459,936$543.0M0.06%
418EXPEDIA GROUP INCEXPE2,913,287$542.8M0.06%
419ISHARES S&P 500 GROWTH ETF4642873095,345,303$542.7M0.06%
420AMAZON COM INCAMZN2,473,200$542.6M0.06%
421KINDER MORGAN INC DELEP-PC19,730,258$540.6M0.06%
422iShares Flexible Income ActiveBLK10,386,117$540.3M0.06%
423MICROSOFT CORPMSFT1,267,774$534.4M0.06%
424NEXTERA ENERGY INCNEE-PW7,451,180$534.2M0.06%
425AMERICAN TOWER CORP NEW03027X1002,912,018$534.1M0.06%
426INTUITINTU848,827$533.5M0.06%
427CITIGROUP INCC-PR7,577,539$533.4M0.06%
428ALIBABA GROUP HLDG LTDBBAAY6,269,015$531.5M0.06%
429CONSUMER DISCRETIONARY SELT81369Y4072,367,425$531.1M0.06%
430JPMORGAN CHASE & CO.VYLD2,213,907$530.7M0.06%
431PEPSICO INCPEP3,480,494$529.2M0.06%
432META PLATFORMS INCMETA903,200$528.8M0.06%
433JOHNSON & JOHNSONJNJ3,639,781$526.4M0.06%
434VANGUARD S&P 500 ETF922908363974,086$524.8M0.05%
435SIMON PPTY GROUP INC NEW8288061093,042,266$523.9M0.05%
436MOTOROLA SOLUTIONS INCMSI1,120,569$518.0M0.05%
437ISHARES MSCI EAFE GROWTH ETF4642888855,311,584$514.3M0.05%
438VANGUARD DIVIDEND APPREC ETF9219088442,622,009$513.5M0.05%
439HUBBELL INCHUBB1,224,669$513.0M0.05%
440PROGRESSIVE CORP7433151032,140,962$513.0M0.05%
441HEWLETT PACKARD ENTERPRISE CHPE-PC23,925,693$510.8M0.05%
442HARTFORD FINL SVCS GROUP INCHIG-PG4,644,730$508.1M0.05%
443REGENERON PHARMACEUTICALSREGN711,812$507.0M0.05%
444ARISTA NETWORKS INCANET4,566,534$504.7M0.05%
445EATON CORP PLCETN1,518,593$504.0M0.05%
446NVIDIA CORPORATIONNVDA3,744,579$502.9M0.05%
447DATADOG INCDDOG3,512,006$501.8M0.05%
448TERADYNE INCTER3,980,359$501.2M0.05%
449JPM NASDAQ EQUITY PREMIUM46654Q2038,858,106$499.4M0.05%
450INTUITIVE SURGICAL INCISRG955,967$499.0M0.05%
451MICROSOFT CORPMSFT1,183,024$498.6M0.05%
452LINDE PLCLIN1,190,034$498.2M0.05%
453APPLE INCAAPL1,984,128$496.9M0.05%
454MOODYS CORPMCO1,049,444$496.8M0.05%
455TAIWAN SEMICONDUCTOR MFG LTD8740391002,504,223$494.6M0.05%
456JPMORGAN EQUITY PREMIUM INCO46641Q3328,582,574$493.8M0.05%
457CORNING INCGLW10,359,638$492.3M0.05%
458AMERICAN EXPRESS COAXP1,655,551$491.4M0.05%
459ISHARES MSCI EAFE VALUE ETF4642888779,300,843$488.0M0.05%
460JOHNSON & JOHNSONJNJ3,373,049$487.8M0.05%
461JP MORGAN INFLATION MGD BOND46654Q10410,390,815$486.3M0.05%
462BOOZ ALLEN HAMILTON HLDG CORBAH3,762,290$484.2M0.05%
463ALPHABET INCGOOG2,526,177$481.1M0.05%
464ISHARES INTL AGGREGATE BOND46435G6729,625,954$480.5M0.05%
465APOLLO GLOBAL MGMT INC03769M1062,903,321$479.5M0.05%
466ISHARES TR4642879024,475,000$478.1M0.05%
467CONOCOPHILLIPSCOP4,811,215$477.1M0.05%
468HONEYWELL INTL INC4385161062,112,101$477.1M0.05%
469HONEYWELL INTL INC4385161062,110,688$476.8M0.05%
470STATE STR CORPSTT-PG4,850,436$476.1M0.05%
471NVIDIA CORPORATIONNVDA3,537,419$475.0M0.05%
472CVS HEALTH CORPCVS10,495,188$471.1M0.05%
473PHILIP MORRIS INTL INC7181721093,859,685$464.5M0.05%
474STRYKER CORPORATIONSYK1,289,553$464.3M0.05%
475MICROSOFT CORPMSFT1,100,173$463.7M0.05%
476NXP SEMICONDUCTORS N VNXPI2,226,141$462.7M0.05%
477ALPHABET INCGOOG2,407,300$458.4M0.05%
478OTIS WORLDWIDE CORPOTIS4,944,679$457.9M0.05%
479ISHARES CORE MSCI EUROPE ETF46434V7388,482,266$457.9M0.05%
480CONSUMER DISCRETIONARY SELT81369Y4072,036,829$457.0M0.05%
481CONSTELLATION BRANDS INCSTZ2,067,090$456.8M0.05%
482ANALOG DEVICES INCADI2,148,605$456.5M0.05%
483BEST BUY INCBBY5,300,645$454.8M0.05%
484COCA COLA COKO7,275,854$453.0M0.05%
485ELI LILLY & COLLY586,181$452.5M0.05%
486KEURIG DR PEPPER INCKDP14,042,076$451.0M0.05%
487BRISTOL-MYERS SQUIBB COCELG-RI7,965,791$450.5M0.05%
488SOUTHERN COSOMN5,452,500$448.8M0.05%
489LOWES COS INC5486611071,813,941$447.7M0.05%
490YUM CHINA HLDGS INCYUMC9,155,397$441.0M0.05%
491TECHNIPFMC PLCFTI15,234,051$440.9M0.05%
492NEXTERA ENERGY INCNEE-PW6,123,370$439.0M0.05%
493ALNYLAM PHARMACEUTICALS INCALNY1,861,471$438.0M0.05%
494CADENCE DESIGN SYSTEM INCCDNS1,450,387$435.8M0.05%
495UNITED PARCEL SERVICE INCUPS3,446,851$434.6M0.05%
496ISHARES TR46428795410,393,300$434.6M0.05%
497JPMORGAN LTD DURATION ETF46654Q7738,426,500$434.1M0.05%
498AMAZON COM INCAMZN1,977,550$433.9M0.05%
499MID-AMER APT CMNTYS INC59522J1032,793,762$431.8M0.05%
500PROGRESSIVE CORP7433151031,796,730$430.5M0.04%