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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 Q1 2025 · Filed May 12, 2025 · Accession 0000019617-25-000443

Total Value
$1.37T
Positions
33,562
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT86,326,022$32.41B3.43%
2NVIDIA CORPORATIONNVDA251,260,797$27.23B2.88%
3APPLE INCAAPL120,005,766$26.66B2.82%
4AMAZON COM INCAMZN126,913,376$24.15B2.56%
5META PLATFORMS INCMETA37,745,098$21.75B2.30%
6SPDR S&P 500 ETF TRUSTSPY31,832,038$17.81B1.88%
7MASTERCARD INCORPORATEDMA21,906,820$12.01B1.27%
8ALPHABET INCGOOG67,858,486$10.60B1.12%
9BROADCOM INCAVGO55,355,056$9.27B0.98%
10VANGUARD S&P 500 ETF92290836317,800,000$9.15B0.97%
11VANGUARD TOTAL INTL BOND ETF92203J407179,798,861$8.78B0.93%
12MCDONALDS CORPMCD25,064,622$7.83B0.83%
13UNITEDHEALTH GROUP INCUNH14,935,812$7.82B0.83%
14ABBVIE INCABBV34,925,295$7.32B0.77%
15TESLA INCTSLA27,886,799$7.23B0.76%
16ISHARES CORE S&P 500 ETF46428720012,250,000$6.88B0.73%
17VISA INCV19,505,219$6.84B0.72%
18NETFLIX INCNFLX7,192,106$6.71B0.71%
19WELLS FARGO CO NEW94974610191,836,337$6.59B0.70%
20ELI LILLY & COLLY7,789,073$6.43B0.68%
21BERKSHIRE HATHAWAY INC DELBRK-A11,591,525$6.17B0.65%
22EXXON MOBIL CORPXOM51,628,831$6.14B0.65%
23SPDR S&P 500 ETF TRUSTSPY10,702,717$5.99B0.63%
24VANGUARD TOTAL BOND MARKET92193783579,506,979$5.84B0.62%
25JOHNSON & JOHNSONJNJ34,831,961$5.78B0.61%
26WALMART INCWMT58,646,456$5.15B0.54%
27MICROSOFT CORPMSFT13,034,156$4.89B0.52%
28ALPHABET INCGOOG31,620,397$4.89B0.52%
29LOWES COS INC54866110720,448,477$4.77B0.50%
30COCA COLA COKO65,321,892$4.68B0.50%
31JPMORGAN GLBL SLCT EQ ETF46654Q74076,770,297$4.52B0.48%
32JPMORGAN BETABUILDERS JAPAN ETF46641Q21779,343,496$4.45B0.47%
33BANK AMERICA CORP060505104103,140,546$4.30B0.46%
34GALLAGHER ARTHUR J & CO36357610912,247,144$4.23B0.45%
35BRISTOL-MYERS SQUIBB COCELG-RI68,832,077$4.20B0.44%
36ISHARES MBS ETF46428858844,665,997$4.19B0.44%
37SERVICENOW INCNOW5,197,958$4.14B0.44%
38MICROSOFT CORPMSFT10,977,764$4.12B0.44%
39NEXTERA ENERGY INCNEE-PW57,709,408$4.09B0.43%
40EATON CORP PLCETN14,741,823$4.01B0.42%
41SOUTHERN COSOMN43,172,865$3.97B0.42%
42TRANE TECHNOLOGIES PLCTT11,767,107$3.96B0.42%
43NVIDIA CORPORATIONNVDA36,561,561$3.96B0.42%
44PHILIP MORRIS INTL INC71817210924,786,653$3.93B0.42%
45JPMORGAN ULTRA-SHORT INCOME46641Q83777,107,499$3.90B0.41%
46APPLE INCAAPL17,539,631$3.90B0.41%
47ORACLE CORPORCL-PD27,768,674$3.88B0.41%
48JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q13460,071,123$3.83B0.41%
49ABBOTT LABSABLZF28,592,050$3.79B0.40%
50CONOCOPHILLIPSCOP35,983,933$3.78B0.40%
51INTUITINTU6,117,840$3.76B0.40%
52ISHARES TR46428795518,651,200$3.72B0.39%
53NVIDIA CORPORATIONNVDA33,443,145$3.62B0.38%
54AMERICAN EXPRESS COAXP13,353,723$3.59B0.38%
55SALESFORCE INCCRM13,185,086$3.54B0.37%
56ANALOG DEVICES INCADI17,272,222$3.48B0.37%
57APPLE INCAAPL15,640,293$3.47B0.37%
58LINDE PLCLIN7,457,994$3.47B0.37%
59AMAZON COM INCAMZN17,752,488$3.38B0.36%
60JPMORGAN BETABUILDERS CANADA46641Q22546,231,190$3.31B0.35%
61INTERNATIONAL BUSINESS MACHSINTR13,237,141$3.29B0.35%
62JPM BETABUILDERS INTL EQTY46641Q37353,498,480$3.29B0.35%
633M COMMM21,675,591$3.18B0.34%
64THERMO FISHER SCIENTIFIC INCTMO6,384,432$3.18B0.34%
65VANGUARD INT-TERM CORPORATE92206C87038,670,970$3.16B0.33%
66PEPSICO INCPEP20,986,688$3.15B0.33%
67GOLDMAN SACHS GROUP INCGSCE5,727,129$3.13B0.33%
68META PLATFORMS INCMETA5,420,902$3.12B0.33%
69BOOKING HOLDINGS INCBKNG674,117$3.11B0.33%
70NXP SEMICONDUCTORS N VNXPI16,154,560$3.07B0.32%
71SPDR S&P 500 ETF TRUSTSPY5,484,337$3.07B0.32%
72BAKER HUGHES COMPANYBKR69,385,269$3.05B0.32%
73MICROSOFT CORPMSFT7,926,590$2.98B0.31%
74VANGUARD S&P 500 ETF9229083635,740,957$2.95B0.31%
75PROGRESSIVE CORP74331510310,418,145$2.95B0.31%
76AUTOZONE INCAZO771,194$2.94B0.31%
77TEXAS INSTRS INC88250810416,000,546$2.88B0.30%
78UNION PAC CORPUNP12,139,188$2.87B0.30%
79SCHWAB CHARLES CORPSCHW-PJ36,567,709$2.86B0.30%
80MONDELEZ INTL INC60920710542,110,525$2.86B0.30%
81DEERE & CODE6,070,138$2.85B0.30%
82AMAZON COM INCAMZN14,942,810$2.84B0.30%
83VANGUARD INTERMEDIATE-TERM T92206C70647,647,379$2.83B0.30%
84MICROSOFT CORPMSFT7,475,866$2.81B0.30%
85ISHARES CORE S&P 500 ETF4642872004,980,260$2.80B0.30%
86INTUITIVE SURGICAL INCISRG5,536,974$2.74B0.29%
87SPDR S&P 500 ETF TRSPY4,876,400$2.73B0.29%
88STRYKER CORPORATIONSYK7,289,065$2.71B0.29%
89PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83326,933,208$2.71B0.29%
90SPDR S&P 500 ETF TRSPY4,799,800$2.68B0.28%
91FINANCIAL SELECT SECTOR SPDR81369Y60553,878,741$2.68B0.28%
92INVESCO QQQ TRIVZ5,588,200$2.62B0.28%
93JPMORGAN BETABUILDERS JAPAN ETF46641Q21746,486,737$2.61B0.28%
94EOG RES INCEOG20,097,379$2.58B0.27%
95DOORDASH INCDASH13,837,839$2.53B0.27%
96META PLATFORMS INCMETA4,380,967$2.53B0.27%
97REGENERON PHARMACEUTICALSREGN3,981,159$2.52B0.27%
98PROCTER AND GAMBLE CO74271810914,810,376$2.52B0.27%
99TAIWAN SEMICONDUCTOR MFG LTD87403910015,121,976$2.51B0.27%
100ISHARES S&P 500 GROWTH ETF46428730926,579,400$2.47B0.26%
101MEDTRONIC PLCMDT27,457,102$2.47B0.26%
102OTIS WORLDWIDE CORPOTIS23,797,303$2.46B0.26%
103COMCAST CORP NEWCCZ66,422,903$2.45B0.26%
104VERTEX PHARMACEUTICALS INCVRTX5,038,304$2.44B0.26%
105VANGUARD TAX-EXEMPT BOND ETF92290774648,822,110$2.42B0.26%
106AMERIPRISE FINL INC03076C1064,936,170$2.39B0.25%
107MORGAN STANLEYMS-PQ20,474,382$2.39B0.25%
108HOWMET AEROSPACE INCHWM18,179,964$2.36B0.25%
109YUM BRANDS INCYUM14,983,780$2.36B0.25%
110CME GROUP INCCME8,670,630$2.30B0.24%
111ISHARES S&P 500 VALUE ETF46428740812,030,571$2.29B0.24%
112APPLE INCAAPL10,316,300$2.29B0.24%
113HOME DEPOT INCHD6,225,023$2.28B0.24%
114FISERV INCFISV10,322,031$2.28B0.24%
115VANGUARD TOTAL INTL BOND ETF92203J40746,590,134$2.27B0.24%
116NVIDIA CORPORATIONNVDA20,806,268$2.25B0.24%
117JPMORGAN BETABUILDERS DEVELO46641Q23345,704,323$2.22B0.24%
118CHEVRON CORP NEWCVX13,000,549$2.17B0.23%
119TRANSDIGM GROUP INCTDG1,568,871$2.17B0.23%
120CHIPOTLE MEXICAN GRILL INCCMG42,591,493$2.14B0.23%
121NVIDIA CORPORATIONNVDA19,543,808$2.12B0.22%
122AMAZON COM INCAMZN11,031,736$2.10B0.22%
123RTX CORPORATIONRTX15,693,589$2.08B0.22%
124BLACKSTONE INCBX14,832,750$2.07B0.22%
125MCKESSON CORPMCK3,065,028$2.06B0.22%
126SPOTIFY TECHNOLOGY S ASPOT3,746,355$2.06B0.22%
127APPLE INCAAPL9,246,381$2.05B0.22%
128APPLE INCAAPL8,964,661$1.99B0.21%
129ISHARES TR46428895324,950,900$1.97B0.21%
130APPLE INCAAPL8,691,757$1.93B0.20%
131SHOPIFY INCSHOP20,096,223$1.92B0.20%
132DISNEY WALT CO25468710619,389,744$1.91B0.20%
133ALIBABA GROUP HLDG LTDBBAAY14,433,750$1.91B0.20%
134FIDELITY NATL INFORMATION SV31620M10625,494,780$1.90B0.20%
135MERCADOLIBRE INCMELI971,852$1.90B0.20%
136SPDR S&P 500 ETF TRSPY3,371,700$1.89B0.20%
137MICROSOFT CORPMSFT5,014,200$1.88B0.20%
138COSTCO WHSL CORP NEW22160K1051,944,610$1.84B0.19%
139AMAZON COM INCAMZN9,616,530$1.83B0.19%
140ROSS STORES INCROST14,244,353$1.82B0.19%
141JPMORGAN BETABUILDERS CANADA46641Q22525,409,418$1.82B0.19%
142CSX CORPCSX60,640,020$1.78B0.19%
143PROLOGIS INC.PLDGP15,889,174$1.78B0.19%
144PALO ALTO NETWORKS INCPANW10,378,678$1.77B0.19%
145JPMORGAN BETABUILDERS EUROPE ETF46641Q19128,452,845$1.76B0.19%
146CAPITAL ONE FINL CORP14040H1059,808,882$1.76B0.19%
147SPDR GOLD TRGLD6,086,700$1.75B0.19%
148BROADCOM INCAVGO10,427,945$1.75B0.18%
149HONEYWELL INTL INC4385161068,060,834$1.71B0.18%
150MICROSOFT CORPMSFT4,511,470$1.69B0.18%
151MASTERCARD INCORPORATEDMA3,087,381$1.69B0.18%
152META PLATFORMS INCMETA2,930,379$1.69B0.18%
153LAM RESEARCH CORPLRCX23,085,109$1.68B0.18%
154PG&E CORPPCG-PX96,035,187$1.65B0.17%
155JPM BETABUILDERS US MID CAP46641Q34018,158,171$1.64B0.17%
156STARBUCKS CORPSBUX16,648,827$1.63B0.17%
157PGIM ULTRA SHORT BOND ETF69344A10732,408,777$1.61B0.17%
158VENTAS INCVTR23,388,646$1.61B0.17%
159SPDR S&P 500 ETF TRUSTSPY2,856,072$1.60B0.17%
160INVESCO QQQ TRUST SERIES 1IVZ3,405,940$1.60B0.17%
161TJX COS INC NEW87254010913,075,185$1.59B0.17%
162CARRIER GLOBAL CORPORATIONCARR25,102,285$1.59B0.17%
163HUBSPOT INCHUBS2,774,824$1.59B0.17%
164VANGUARD INFO TECH ETF92204A7022,812,622$1.53B0.16%
165ISHARES SILVER TRSLV49,023,100$1.52B0.16%
166ALPHABET INCGOOG9,667,472$1.51B0.16%
167SPDR S&P 500 ETF TRUSTSPY2,698,657$1.51B0.16%
168VANGUARD INFO TECH ETF92204A7022,740,657$1.49B0.16%
169AON PLCAON3,720,468$1.48B0.16%
170THE CIGNA GROUP1255231004,475,973$1.47B0.16%
171KKR & CO INCKKRT12,665,478$1.46B0.15%
172FINANCIAL SELECT SECTOR SPDR81369Y60529,142,431$1.45B0.15%
173UBER TECHNOLOGIES INCUBER19,818,051$1.44B0.15%
174NVIDIA CORPORATIONNVDA13,264,590$1.44B0.15%
175FINANCIAL SELECT SECTOR SPDR81369Y60528,805,882$1.43B0.15%
176WALMART INCWMT16,261,062$1.43B0.15%
177ALPHABET INCGOOG9,129,552$1.43B0.15%
178JPMORGAN BETABUILDERS DEVELO46641Q23329,304,385$1.43B0.15%
179ISHARES RUSSELL 1000 GROWTH4642876143,879,839$1.40B0.15%
180DOMINION ENERGY INCD24,953,257$1.40B0.15%
181TRAVELERS COMPANIES INCTRV5,277,753$1.40B0.15%
182ISHARES CORE S&P 500 ETF4642872002,468,943$1.39B0.15%
183ISHARES CORE MSCI EMERGING46434G10325,562,626$1.38B0.15%
184D R HORTON INC23331A10910,833,770$1.38B0.15%
185VANGUARD FTSE EUROPE ETF92204287419,453,132$1.37B0.14%
186META PLATFORMS INCMETA2,336,531$1.35B0.14%
187BOSTON SCIENTIFIC CORPBSX13,291,372$1.34B0.14%
188VANGUARD INTERMEDIATE-TERM T92206C70622,488,166$1.34B0.14%
189UNITEDHEALTH GROUP INCUNH2,530,569$1.33B0.14%
190BROADCOM INCAVGO7,900,178$1.32B0.14%
191CORPAY INCCPAY3,755,221$1.31B0.14%
192NVIDIA CORPORATIONNVDA12,066,649$1.31B0.14%
193DOVER CORPDOV7,422,844$1.30B0.14%
194ARISTA NETWORKS INCANET16,694,979$1.29B0.14%
195QUANTA SVCS INC74762E1025,067,244$1.29B0.14%
196VANGUARD TOTAL BOND MARKET92193783517,491,967$1.28B0.14%
197VANGUARD SHORT-TERM BOND ETF92193782716,118,594$1.26B0.13%
198CMS ENERGY CORPCMS-PC16,655,513$1.25B0.13%
199APPLOVIN CORPAPP4,702,821$1.25B0.13%
200MASTERCARD INCORPORATEDMA2,267,596$1.24B0.13%
201AIR PRODS & CHEMS INCAIIR4,210,962$1.24B0.13%
202MICRON TECHNOLOGY INCMU14,258,905$1.24B0.13%
203HILTON WORLDWIDE HLDGS INCHLT5,429,749$1.24B0.13%
204ISHARES CORE S&P MIDCAP ETF46428750721,164,904$1.23B0.13%
205FINANCIAL SELECT SECTOR SPDR81369Y60524,525,778$1.22B0.13%
206CHUBB LIMITEDCB4,008,852$1.21B0.13%
207ISHARES 7-10 YEAR TREASURY B46428744012,681,923$1.21B0.13%
208UNITEDHEALTH GROUP INCUNH2,308,902$1.21B0.13%
209ISHARES 7-10 YEAR TREASURY B46428744012,662,468$1.21B0.13%
210VULCAN MATLS CO9291601095,163,048$1.20B0.13%
211VANGUARD SHORT-TERM TREASURY INDEX FUND92206C10220,499,281$1.20B0.13%
212EXXON MOBIL CORPXOM10,092,218$1.20B0.13%
213SEAGATE TECHNOLOGY HLDNGS PLSE14,024,708$1.19B0.13%
214UNITEDHEALTH GROUP INCUNH2,252,560$1.18B0.12%
215MARRIOTT INTL INC NEW5719032024,925,024$1.17B0.12%
216PALANTIR TECHNOLOGIES INCPLTR13,797,757$1.16B0.12%
217META PLATFORMS INCMETA2,013,100$1.16B0.12%
218VANGUARD MORTGAGE-BACKED SEC92206C77125,003,386$1.16B0.12%
219EDWARDS LIFESCIENCES CORPEW15,970,041$1.16B0.12%
220ACCENTURE PLC IRELANDACN3,664,949$1.14B0.12%
221ISHARES CORE S&P 500 ETF4642872002,032,315$1.14B0.12%
222VANGUARD SHORT-TERM TREASURY INDEX FUND92206C10219,457,148$1.14B0.12%
223APPLE INCAAPL5,106,424$1.13B0.12%
224ISHARES MSCI JAPAN ETF46434G82216,503,076$1.13B0.12%
225UNITED PARCEL SERVICE INCUPS10,234,172$1.13B0.12%
226EXXON MOBIL CORPXOM9,460,481$1.13B0.12%
227NVIDIA CORPORATIONNVDA10,218,000$1.11B0.12%
228XCEL ENERGY INCXELLL15,563,341$1.10B0.12%
229ABBVIE INCABBV5,255,682$1.10B0.12%
230MCDONALDS CORPMCD3,520,859$1.10B0.12%
231UNITEDHEALTH GROUP INCUNH2,090,562$1.09B0.12%
232GENERAL DYNAMICS CORPGD4,009,500$1.09B0.12%
233COGNIZANT TECHNOLOGY SOLUTIOCTSH14,255,554$1.09B0.12%
234INGERSOLL RAND INCIR13,593,462$1.09B0.12%
235AT&T INCT-PC38,118,443$1.08B0.11%
236JPMORGAN ULTRA-SHORT INCOME46641Q83721,201,952$1.07B0.11%
237TAKE-TWO INTERACTIVE SOFTWARTTWO5,144,594$1.07B0.11%
238SBA COMMUNICATIONS CORP NEWSBAC4,828,161$1.06B0.11%
239MERCK & CO INCMRK11,722,425$1.05B0.11%
240ISHARES RUSSELL 1000 VALUE E4642875985,590,206$1.05B0.11%
241TRUIST FINL CORP89832Q10925,387,985$1.04B0.11%
242VANGUARD FTSE EUROPE ETF92204287414,840,236$1.04B0.11%
243ISHARES MSCI EAFE ETF46428746512,690,102$1.04B0.11%
244NORTHROP GRUMMAN CORPNOC2,011,358$1.03B0.11%
245ISHARES TR4642879055,116,000$1.02B0.11%
246CVS HEALTH CORPCVS15,041,878$1.02B0.11%
247ABBVIE INCABBV4,834,625$1.01B0.11%
248KEURIG DR PEPPER INCKDP29,245,913$1.00B0.11%
249AMAZON COM INCAMZN5,235,000$996.0M0.11%
250ELI LILLY & COLLY1,204,924$995.2M0.11%
251AMAZON COM INCAMZN5,180,140$985.6M0.10%
252VANGUARD S&P 500 ETF9229083631,914,988$984.1M0.10%
253SPDR S&P 500 ETF TRUSTSPY1,746,768$977.1M0.10%
254INVESCO QQQ TRUST SERIES 1IVZ2,079,555$975.1M0.10%
255NORFOLK SOUTHN CORP6558441084,116,901$975.1M0.10%
256MASTERCARD INCORPORATEDMA1,767,712$968.9M0.10%
257VANGUARD ULTRA SHORT BOND ET92203C30319,361,720$965.3M0.10%
258WELLS FARGO CO NEW94974610113,436,225$964.6M0.10%
259NVIDIA CORPORATIONNVDA8,837,590$957.8M0.10%
260ALPHABET INCGOOG6,180,603$955.8M0.10%
261INVESCO QQQ TRIVZ2,030,900$952.3M0.10%
262TESLA INCTSLA3,645,130$944.7M0.10%
263NETFLIX INCNFLX995,458$928.3M0.10%
264SPDR GOLD TRGLD3,219,400$927.6M0.10%
265PUBLIC SVC ENTERPRISE GRP IN74457310611,253,703$926.2M0.10%
266ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF46435G4257,596,263$926.1M0.10%
267ENTERGY CORP NEWENO10,825,050$925.4M0.10%
268PNC FINL SVCS GROUP INC6934751055,264,203$925.3M0.10%
269WISDOMTREE FLOATING RATE TREWT18,239,772$918.0M0.10%
270FIFTH THIRD BANCORPFITBM23,339,646$914.9M0.10%
271VANGUARD INT-TERM CORPORATE92206C87011,139,872$910.8M0.10%
272VANGUARD S&P 500 ETF9229083631,772,091$910.7M0.10%
273ISHARES 3-7 YEAR TREASURY BO4642886617,687,086$908.1M0.10%
274NATERA INCNTRA6,389,829$903.6M0.10%
275SNOWFLAKE INCSNOW6,179,873$903.3M0.10%
276ARES MANAGEMENT CORPORATIONARES-PB6,143,545$900.7M0.10%
277SYNOPSYS INCSNPS2,083,774$893.6M0.09%
278VERIZON COMMUNICATIONS INCVZ19,621,972$890.1M0.09%
279CHENIERE ENERGY INCLNG3,838,973$888.3M0.09%
280VANGUARD MORTGAGE-BACKED SEC92206C77119,182,109$888.3M0.09%
281JPMORGAN BETABUILDERS EM EQT46654Q80716,836,910$886.6M0.09%
282ELI LILLY & COLLY1,071,389$884.9M0.09%
283BURLINGTON STORES INCBURL3,706,456$883.4M0.09%
284ABBVIE INCABBV4,206,040$881.2M0.09%
285LOEWS CORPL9,551,468$877.9M0.09%
286US BANCORP DELUSB-PS20,706,672$874.2M0.09%
287ISHARES MSCI USA QUALITY FACTOR ETF46432F3395,115,306$874.2M0.09%
288MICROSOFT CORPMSFT2,317,253$869.9M0.09%
289AMERICAN TOWER CORP NEW03027X1003,991,640$868.6M0.09%
290WELLS FARGO CO NEW94974610112,085,495$867.6M0.09%
291EXXON MOBIL CORPXOM7,224,887$859.3M0.09%
292iShares U.S. Equity Factor RBLK17,450,530$850.9M0.09%
293VISA INCV2,417,452$847.2M0.09%
294MCDONALDS CORPMCD2,711,607$847.0M0.09%
295WILLIAMS COS INC96945710014,122,599$844.0M0.09%
296HEALTH CARE SELECT SECTOR81369Y2095,767,488$842.1M0.09%
297M & T BK CORP55261F1044,707,793$841.5M0.09%
298VANGUARD SHORT-TERM TIPS92202080516,694,763$833.1M0.09%
299APPLE INCAAPL3,745,628$832.0M0.09%
300ASML HOLDING N VASMLF1,255,495$831.9M0.09%
301SPDR S&P BIOTECH ETF78464A87010,221,556$829.0M0.09%
302VISA INCV2,360,945$827.4M0.09%
303ALPHABET INCGOOG5,340,358$825.8M0.09%
304BERKSHIRE HATHAWAY INC DELBRK-A1,548,452$824.7M0.09%
305AMETEK INCAME4,739,613$815.9M0.09%
306MORGAN STANLEYMS-PQ6,958,182$811.8M0.09%
307MARTIN MARIETTA MATLS INC5732841061,696,399$811.1M0.09%
308EQUINIX INCEQIX994,504$810.9M0.09%
309MICROSOFT CORPMSFT2,142,000$804.1M0.09%
310FAIR ISAAC CORPFICO433,786$800.0M0.08%
311CENCORA INCCOR2,873,947$799.2M0.08%
312SALESFORCE INCCRM2,935,613$787.8M0.08%
313SPDR S&P 500 ETF TRUSTSPY1,403,695$785.2M0.08%
314EATON CORP PLCETN2,875,521$781.7M0.08%
315ELI LILLY & COLLY945,694$781.1M0.08%
316ISHARES TR4642889039,842,200$776.5M0.08%
317NETFLIX INCNFLX830,880$774.8M0.08%
318ELI LILLY & COLLY935,372$772.5M0.08%
319BERKSHIRE HATHAWAY INC DELBRK-A1,448,237$771.3M0.08%
320MCDONALDS CORPMCD2,466,623$770.5M0.08%
321VANGUARD TAX-EXEMPT BOND ETF92290774615,439,250$766.1M0.08%
322WELLTOWER INCWELL4,993,912$765.1M0.08%
323PHILIP MORRIS INTL INC7181721094,769,195$757.0M0.08%
324ENERGY TRANSFER L PET-PI40,718,651$757.0M0.08%
325ISHARES CORE TOTAL BOND ETF46434V61316,358,115$753.8M0.08%
326PARKER-HANNIFIN CORPPH1,222,625$743.2M0.08%
327ISHARES S&P 500 GROWTH ETF4642873097,965,895$739.5M0.08%
328TEXAS INSTRS INC8825081044,108,335$738.3M0.08%
329JPMORGAN ACTIVEBUILDERS EMER46641Q26619,251,927$736.6M0.08%
330ADVANCED MICRO DEVICES INCAMD7,129,918$732.5M0.08%
331HONEYWELL INTL INC4385161063,438,933$728.2M0.08%
332BLACKROCK INCBLK766,466$725.4M0.08%
333REGENCY CTRS CORP7588491039,765,201$720.3M0.08%
334JPMORGAN EQUITY PREMIUM INCO46641Q33212,598,484$719.9M0.08%
335MONSTER BEVERAGE CORP NEWMNST12,291,606$719.3M0.08%
336APPLE INCAAPL3,232,800$718.1M0.08%
337JOHNSON & JOHNSONJNJ4,322,589$716.9M0.08%
338BANK NEW YORK MELLON CORP0640581008,510,799$713.8M0.08%
339DEERE & CODE1,506,132$706.9M0.07%
340AMPHENOL CORP NEW03209510110,718,888$703.1M0.07%
341JOHNSON & JOHNSONJNJ4,238,148$702.9M0.07%
342SALESFORCE INCCRM2,570,986$689.9M0.07%
343ISHARES RUSSELL 1000 GROWTH4642876141,905,331$688.0M0.07%
344SPDR PORT SHRT TRM CORP BND78464A47422,840,325$687.5M0.07%
345META PLATFORMS INCMETA1,186,263$683.7M0.07%
346TWILIO INCTWLO6,978,236$683.2M0.07%
347PROGRESSIVE CORP7433151032,412,266$682.7M0.07%
348YUM CHINA HLDGS INCYUMC12,894,327$671.3M0.07%
349CISCO SYS INCCSCO10,864,353$670.4M0.07%
350GILEAD SCIENCES INCGILD5,974,496$669.4M0.07%
351DIGITAL RLTY TR INC2538681034,655,908$667.1M0.07%
352WALMART INCWMT7,598,629$667.1M0.07%
353CROWDSTRIKE HLDGS INCCRWD1,878,353$662.3M0.07%
354HEALTH CARE SELECT SECTOR81369Y2094,523,330$660.5M0.07%
355BRISTOL-MYERS SQUIBB COCELG-RI10,708,928$653.1M0.07%
356FIRST CTZNS BANCSHARES INC N31946M103351,863$652.4M0.07%
357ALPHABET INCGOOG4,215,361$651.9M0.07%
358ALPHABET INCGOOG4,195,900$648.9M0.07%
359BROADCOM INCAVGO3,864,464$647.0M0.07%
360COPART INCCPRT11,415,841$646.0M0.07%
361INTERCONTINENTAL EXCHANGE IN45866F1043,720,856$641.8M0.07%
362NU HLDGS LTDNU62,374,562$638.7M0.07%
363MICROSOFT CORPMSFT1,700,249$638.3M0.07%
364MORGAN STANLEYMS-PQ5,460,739$637.1M0.07%
365EXXON MOBIL CORPXOM5,343,514$635.5M0.07%
366ITT INCITT4,884,022$630.8M0.07%
367ROYAL BK CDA7800871025,580,847$629.1M0.07%
368BOSTON SCIENTIFIC CORPBSX6,231,934$628.7M0.07%
369ALPHABET INCGOOG4,021,722$628.3M0.07%
370PEPSICO INCPEP4,175,468$626.1M0.07%
371LINDE PLCLIN1,343,819$625.7M0.07%
372ISHARES RUSSELL 2000 ETF4642876553,107,587$619.9M0.07%
373AMERICAN TOWER CORP NEW03027X1002,841,774$618.4M0.07%
374CATERPILLAR INCCAT1,874,095$618.1M0.07%
375CHURCH & DWIGHT CO INCCHD5,613,878$618.0M0.07%
376JPMORGAN BETABUILDERS EUROPE ETF46641Q1919,948,897$615.1M0.07%
377BOOKING HOLDINGS INCBKNG133,204$613.7M0.06%
378WELLS FARGO CO NEW9497461018,541,365$613.2M0.06%
379NEXTERA ENERGY INCNEE-PW8,613,153$610.6M0.06%
380DANAHER CORPORATION2358511022,968,817$608.6M0.06%
381ATLASSIAN CORPORATIONTEAM2,860,153$607.0M0.06%
382BECTON DICKINSON & COBDX2,645,385$606.0M0.06%
383HEWLETT PACKARD ENTERPRISE CHPE-PC39,099,675$603.3M0.06%
384PROGRESSIVE CORP7433151032,121,172$600.3M0.06%
385LINDE PLCLIN1,288,944$600.2M0.06%
386BANK AMERICA CORP06050510414,343,081$598.5M0.06%
387INDUSTRIAL SELECT SECT SPDR81369Y7044,556,371$597.2M0.06%
388HUNT J B TRANS SVCS INC4456581074,012,854$593.7M0.06%
389VANGUARD REAL ESTATE ETF9229085536,544,512$592.5M0.06%
390WELLS FARGO CO NEW9497461018,249,244$592.2M0.06%
391VANGUARD S&P 500 GROWTH ETF9219325051,769,796$592.0M0.06%
392BANK AMERICA CORP06050510414,158,338$590.8M0.06%
393TEXAS INSTRS INC8825081043,287,756$590.8M0.06%
394VANGUARD TOTAL STOCK MKT ETF9229087692,147,116$590.1M0.06%
395GRAINGER W W INC384802104596,787$589.5M0.06%
396ALEXANDRIA REAL ESTATE EQ IN0152711096,370,913$589.4M0.06%
397INTUITIVE SURGICAL INCISRG1,188,269$588.5M0.06%
398AMAZON COM INCAMZN3,088,475$587.6M0.06%
399UBER TECHNOLOGIES INCUBER8,054,983$586.9M0.06%
400ALPHABET INCGOOG3,777,365$584.1M0.06%
401PHILIP MORRIS INTL INC7181721093,667,454$582.1M0.06%
402BRISTOL-MYERS SQUIBB COCELG-RI9,531,716$581.3M0.06%
403JPMORGAN SMALL & MID CAP ENHAN46641Q11810,379,992$581.1M0.06%
404LINDE PLCLIN1,246,410$580.4M0.06%
405T-MOBILE US INCTMUSZ2,174,146$579.9M0.06%
406ISHARES CORE MSCI EAFE ETF46432F8427,645,975$578.4M0.06%
407INTUITINTU940,743$577.6M0.06%
408MICROSOFT CORPMSFT1,526,726$573.1M0.06%
409NVIDIA CORPORATIONNVDA5,263,500$570.5M0.06%
410COSTCO WHSL CORP NEW22160K105601,653$569.0M0.06%
411PUBLIC STORAGE OPER COPSA-PS1,898,671$568.3M0.06%
412JPMORGAN CHASE & CO.VYLD2,302,025$564.7M0.06%
413HOME DEPOT INCHD1,533,280$561.9M0.06%
414QUEST DIAGNOSTICS INCDGX3,313,813$560.7M0.06%
415MARSH & MCLENNAN COS INC5717481022,294,961$560.0M0.06%
416SPDR S&P 500 ETF TRUSTSPY1,000,574$559.7M0.06%
417PEPSICO INCPEP3,691,577$553.5M0.06%
418EATON CORP PLCETN2,034,545$553.1M0.06%
419ORACLE CORPORCL-PD3,951,728$552.5M0.06%
420INVESCO QQQ TRUST SERIES 1IVZ1,166,122$546.8M0.06%
421JPMORGAN ACTIVE VALUE ETF46641Q1678,598,913$546.4M0.06%
422INTERNATIONAL BUSINESS MACHSINTR2,195,357$545.9M0.06%
423SPDR SER TR78464A9589,598,100$545.7M0.06%
424ADOBE INCADBE1,416,030$543.1M0.06%
425AVALONBAY CMNTYS INCAWX2,517,499$540.3M0.06%
426ISHARES NATIONAL MUNI BOND ETF4642884145,104,829$538.3M0.06%
427COMM SERV SELECT SECTOR SPDR81369Y8525,573,466$537.6M0.06%
428GALLAGHER ARTHUR J & CO3635761091,555,453$537.0M0.06%
429HOME DEPOT INCHD1,464,691$536.8M0.06%
430NEXTERA ENERGY INCNEE-PW7,540,268$534.5M0.06%
431NVIDIA CORPORATIONNVDA4,913,145$532.5M0.06%
432iShares Flexible Income ActiveBLK10,163,277$532.4M0.06%
433ALPHABET INCGOOG3,424,500$529.6M0.06%
434DIAMONDBACK ENERGY INCFANG3,289,130$525.9M0.06%
435SOUTHERN COSOMN5,696,995$523.8M0.06%
436BANK AMERICA CORP06050510412,474,884$520.6M0.06%
437THE TRADE DESK INC88339J1059,508,598$520.3M0.06%
438EMERSON ELEC COEMR4,731,061$518.7M0.05%
439SPDR PORTFOLIO S&P 500 ETF78464A8547,865,770$517.3M0.05%
440OTIS WORLDWIDE CORPOTIS4,985,900$514.5M0.05%
441VANGUARD DIVIDEND APPREC ETF9219088442,651,571$514.4M0.05%
442KINDER MORGAN INC DELEP-PC18,012,884$513.9M0.05%
443SERVICENOW INCNOW644,813$513.4M0.05%
444TAIWAN SEMICONDUCTOR MFG LTD8740391003,089,143$512.8M0.05%
445ARCH CAP GROUP LTDG0450A1055,331,430$512.8M0.05%
446HCA HEALTHCARE INCHCA1,483,809$512.7M0.05%
447WESTERN DIGITAL CORPWDC12,638,609$511.0M0.05%
448JPMORGAN EQUITY PREMIUM INCO46641Q3328,931,883$510.4M0.05%
449THERMO FISHER SCIENTIFIC INCTMO1,024,688$509.9M0.05%
450MOTOROLA SOLUTIONS INCMSI1,161,504$508.5M0.05%
451JPMORGAN ACTIVE GROWTH ETF46654Q6096,874,804$507.3M0.05%
452HUMANA INCHUM1,916,739$507.2M0.05%
453ALNYLAM PHARMACEUTICALS INCALNY1,878,121$507.1M0.05%
454CHARTER COMMUNICATIONS INC N16119P1081,374,790$506.7M0.05%
455NVIDIA CORPORATIONNVDA4,664,554$505.5M0.05%
456ISHARES INTL AGGREGATE BOND46435G67210,109,627$505.4M0.05%
457SIMON PPTY GROUP INC NEW8288061093,040,945$505.0M0.05%
458FISERV INCFISV2,270,820$501.5M0.05%
459CONSUMER DISCRETIONARY SELT81369Y4072,518,385$497.3M0.05%
460EXTRA SPACE STORAGE INCEXR3,322,910$493.4M0.05%
461CONOCOPHILLIPSCOP4,696,624$493.2M0.05%
462ISHARES S&P 500 GROWTH ETF4642873095,309,234$492.9M0.05%
463JP MORGAN INFLATION MGD BOND46654Q10410,200,605$491.0M0.05%
464ALPHABET INCGOOG3,159,373$488.6M0.05%
465ISHARES S&P 500 VALUE ETF4642874082,554,989$486.9M0.05%
466TAIWAN SEMICONDUCTOR MFG LTD8740399502,933,300$486.9M0.05%
467RAYMOND JAMES FINL INC7547301093,500,354$486.2M0.05%
468ABBOTT LABSABLZF3,653,736$484.7M0.05%
469PACKAGING CORP AMER6951561092,446,763$484.5M0.05%
470SELECT SECTOR SPDR TR81369Y9559,724,800$484.4M0.05%
471ELI LILLY & COLLY582,666$481.2M0.05%
472STRYKER CORPORATIONSYK1,292,451$481.1M0.05%
473JOHNSON & JOHNSONJNJ2,898,999$480.8M0.05%
474BRIGHT HORIZONS FAM SOL IN D1091941003,784,247$480.8M0.05%
475VANGUARD TOTAL STOCK MKT ETF9229087691,744,732$479.5M0.05%
476CHEVRON CORP NEWCVX2,865,657$479.4M0.05%
477COCA COLA COKO6,660,468$477.0M0.05%
478ISHARES US TREASURY BOND ETF46429B26720,731,893$476.5M0.05%
479BANK AMERICA CORP06050510411,400,920$475.8M0.05%
480BROADCOM INCAVGO2,824,537$472.9M0.05%
481AMERICAN EXPRESS COAXP1,756,107$472.5M0.05%
482SERVICENOW INCNOW591,692$471.1M0.05%
483MOODYS CORPMCO1,010,115$470.4M0.05%
484BOSTON SCIENTIFIC CORPBSX4,658,331$469.9M0.05%
485TESLA INCTSLA1,804,700$467.7M0.05%
486INVESCO S&P 500 EQUAL WEIGHTIVZ2,696,164$467.1M0.05%
487SPOTIFY TECHNOLOGY S ASPOT846,768$465.7M0.05%
488JPM NASDAQ EQUITY PREMIUM46654Q2038,983,721$465.2M0.05%
489AMAZON COM INCAMZN2,426,273$461.6M0.05%
490VEEVA SYS INCVEEV1,990,287$461.0M0.05%
491VERTEX PHARMACEUTICALS INCVRTX950,012$460.6M0.05%
492TECHNIPFMC PLCFTI14,513,036$459.9M0.05%
493JPMORGAN LTD DURATION ETF46654Q7738,816,974$458.5M0.05%
494TAIWAN SEMICONDUCTOR MFG LTD8740391002,757,113$457.7M0.05%
495BLACKSTONE INCBX3,271,073$457.2M0.05%
496TELEDYNE TECHNOLOGIES INCTDY918,536$457.2M0.05%
497REALTY INCOME CORPO7,848,652$455.3M0.05%
498STATE STR CORPSTT-PG5,078,705$454.7M0.05%
499ISHARES MSCI EAFE VALUE ETF4642888777,703,076$454.0M0.05%
500CITIGROUP INCC-PR6,381,880$453.0M0.05%