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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

MONTAG A & ASSOCIATES INC

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0000829407-23-000001

Total Value
$1.49B
Positions
948
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200190,894$73.3M4.94%
2SPDR S&P 500 ETF TRSPY185,013$71.1M4.79%
3J P MORGAN EXCHANGE TRADED F46641Q837980,272$49.3M3.32%
4SPDR S&P MIDCAP 400 ETF TRMDY110,761$49.2M3.31%
5APPLE INCAAPL326,047$42.4M2.85%
6COCA COLA COKO582,732$37.1M2.50%
7MICROSOFT CORPMSFT149,294$35.8M2.41%
8VANGUARD SCOTTSDALE FDS92206C409374,359$28.1M1.90%
9HOME DEPOT INCHD79,263$25.0M1.69%
10ALPHABET INCGOOG265,987$23.6M1.59%
11ISHARES TR464287622105,388$22.2M1.49%
12JOHNSON & JOHNSONJNJ117,914$20.8M1.40%
13MERCK & CO INCMRK185,780$20.7M1.40%
14PIMCO ETF TR72201R833192,006$19.0M1.28%
15VANGUARD SCOTTSDALE FDS92206C102301,206$17.4M1.17%
16VANGUARD SPECIALIZED FUNDS921908844113,785$17.3M1.16%
17PEPSICO INCPEP91,106$16.6M1.12%
18BANK AMERICA CORP060505104449,572$14.9M1.00%
19INVESCO EXCHANGE TRADED FD TIVZ103,525$14.6M0.98%
20FISERV INCFISV142,953$14.4M0.97%
21LILLY ELI & COLLY38,469$14.1M0.95%
22VISA INCV67,618$14.0M0.95%
23VANGUARD INDEX FDS92290875175,708$13.9M0.94%
24AMAZON COM INCAMZN155,069$13.0M0.88%
25JPMORGAN CHASE & COVYLD90,494$12.1M0.82%
26PROCTER AND GAMBLE CO74271810979,855$12.1M0.81%
27ABBOTT LABSABLZF106,967$11.7M0.79%
28EQUIFAX INCEFX58,448$11.4M0.76%
29TRUIST FINL CORP89832Q109261,667$11.3M0.76%
30ADOBE SYSTEMS INCORPORATEDADBE33,375$11.2M0.76%
31VANGUARD INDEX FDS92290862954,708$11.2M0.75%
32ISHARES TR464287804117,655$11.1M0.75%
33ABBVIE INCABBV68,583$11.1M0.75%
34ALPHABET INCGOOG124,723$11.0M0.74%
35WALMART INCWMT75,740$10.8M0.73%
36GENUINE PARTS COGPC60,250$10.5M0.71%
37INVESCO EXCH TRD SLF IDX FDIVZ472,835$9.9M0.67%
38VANGUARD WORLD FDS92204A30680,570$9.8M0.66%
39CHEVRON CORP NEWCVX53,410$9.6M0.65%
40ISHARES TR46428759861,615$9.3M0.63%
41EXXON MOBIL CORPXOM84,303$9.3M0.63%
42ISHARES TR46428761442,810$9.2M0.62%
43INVESCO EXCH TRD SLF IDX FDIVZ445,881$9.1M0.62%
44GOLDMAN SACHS GROUP INCGSCE26,363$9.1M0.61%
45ISHARES TR46428750736,463$8.8M0.59%
46VANGUARD INDEX FDS92290836324,567$8.6M0.58%
47MASTERCARD INCORPORATEDMA24,780$8.6M0.58%
48TJX COS INC NEW872540109107,000$8.5M0.57%
49SELECT SECTOR SPDR TR81369Y80365,542$8.2M0.55%
50COPART INCCPRT133,298$8.1M0.55%
51MCDONALDS CORPMCD30,395$8.0M0.54%
52BERKSHIRE HATHAWAY INC DELBRK-A25,822$8.0M0.54%
53UNITEDHEALTH GROUP INCUNH14,619$7.8M0.52%
54TARGET CORPTGT50,684$7.6M0.51%
55MARRIOTT INTL INC NEW57190320250,591$7.5M0.51%
56THERMO FISHER SCIENTIFIC INCTMO13,593$7.5M0.50%
57NEXTERA ENERGY INCNEE-PW88,838$7.4M0.50%
58STRYKER CORPORATIONSYK29,309$7.2M0.48%
59NATIONAL VISION HLDGS INCEYE185,015$7.2M0.48%
60ANALOG DEVICES INCADI43,542$7.1M0.48%
61CISCO SYS INCCSCO141,629$6.7M0.45%
62AMETEK INCAME46,533$6.5M0.44%
63MORGAN STANLEYMS-PQ74,014$6.3M0.42%
64PFIZER INCPFE121,265$6.2M0.42%
65INTUITIVE SURGICAL INCISRG23,132$6.1M0.41%
66DANAHER CORPORATION23585110223,077$6.1M0.41%
67PARKER-HANNIFIN CORPPH20,822$6.1M0.41%
68MID-AMER APT CMNTYS INC59522J10337,014$5.8M0.39%
69INTERCONTINENTAL EXCHANGE IN45866F10455,777$5.7M0.39%
70COSTCO WHSL CORP NEW22160K10512,516$5.7M0.38%
71INTUITINTU14,153$5.5M0.37%
72CINTAS CORPCTAS12,046$5.4M0.37%
73IQVIA HLDGS INCIQV26,503$5.4M0.37%
74CDW CORPCDW29,962$5.4M0.36%
75BERKSHIRE HATHAWAY INC DELBRK-A11$5.2M0.35%
76SCHWAB CHARLES CORPSCHW-PJ60,709$5.1M0.34%
77INVESCO ACTIVELY MANAGED ETFIVZ99,179$4.9M0.33%
78EDWARDS LIFESCIENCES CORPEW64,988$4.8M0.33%
79BOEING COBA-PA25,319$4.8M0.32%
80MARKEL CORPMKL3,628$4.8M0.32%
81VANGUARD INDEX FDS92290874433,957$4.8M0.32%
82RIO TINTO PLCRTNTF66,635$4.7M0.32%
83UMH PPTYS INC903002103286,311$4.6M0.31%
84BERKLEY W R CORPWRB-PH62,870$4.6M0.31%
85VANGUARD SCOTTSDALE FDS92206C87058,321$4.5M0.30%
86NIKE INCNKE37,452$4.4M0.30%
87LOCKHEED MARTIN CORPLMT8,708$4.2M0.29%
88SPDR DOW JONES INDL AVERAGE78467X10912,502$4.2M0.28%
89INVESCO EXCH TRD SLF IDX FDIVZ203,948$4.1M0.28%
90DIAGEO PLCDGEAF22,945$4.1M0.28%
91SOUTHERN COSOMN57,203$4.1M0.28%
92QUALCOMM INCQCOM34,662$3.8M0.26%
93ISHARES TR46428765521,617$3.8M0.25%
94HONEYWELL INTL INC43851610617,566$3.8M0.25%
95VULCAN MATLS CO92916010921,387$3.7M0.25%
96SPDR SER TR78464A69863,734$3.7M0.25%
97WELLS FARGO CO NEW94974610186,758$3.6M0.24%
98DARLING INGREDIENTS INCDAR55,267$3.5M0.23%
99DUKE ENERGY CORP NEWDUKB33,188$3.4M0.23%
100ROPER TECHNOLOGIES INCROP7,833$3.4M0.23%
101UNITED RENTALS INCURI9,400$3.3M0.22%
102INVESCO EXCHANGE TRADED FD TIVZ74,177$3.3M0.22%
103UNION PAC CORPUNP15,622$3.2M0.22%
104SPDR GOLD TRGLD18,852$3.2M0.22%
105PPG INDS INC69350610725,424$3.2M0.22%
106TEXAS INSTRS INC88250810419,294$3.2M0.21%
107UNITED PARCEL SERVICE INCUPS18,272$3.2M0.21%
108BROADCOM INCAVGO5,527$3.1M0.21%
109AUTOZONE INCAZO1,225$3.0M0.20%
110INTERNATIONAL BUSINESS MACHSINTR20,861$2.9M0.20%
111CBRE GROUP INCCBRE37,712$2.9M0.20%
112NVR INCNVR614$2.8M0.19%
113SPDR SER TR78464A76322,299$2.8M0.19%
114MASCO CORPMAS59,505$2.8M0.19%
115STARBUCKS CORPSBUX27,604$2.7M0.18%
116AMERISOURCEBERGEN CORPCOR15,818$2.6M0.18%
117DISNEY WALT CO25468710630,156$2.6M0.18%
118SKYWORKS SOLUTIONS INCSWKS28,647$2.6M0.18%
119RAYTHEON TECHNOLOGIES CORPRTX25,848$2.6M0.18%
120ACCENTURE PLC IRELANDACN9,618$2.6M0.17%
121S&P GLOBAL INCSPGI7,618$2.6M0.17%
122CVS HEALTH CORPCVS26,804$2.5M0.17%
123ISHARES TR46436E882100,494$2.5M0.17%
124WEYERHAEUSER CO MTN BEWY78,627$2.4M0.16%
125WILLIS TOWERS WATSON PLC LTDWTW9,854$2.4M0.16%
126CONSTELLATION BRANDS INCSTZ10,234$2.4M0.16%
127APPLIED MATLS INC03822210523,882$2.3M0.16%
128ISHARES TR46436E87495,774$2.3M0.15%
129GRACO INCGGG33,642$2.3M0.15%
130VANGUARD INDEX FDS92290855326,918$2.2M0.15%
131ORACLE CORPORCL-PD26,823$2.2M0.15%
132BK OF AMERICA CORP0605056821,852$2.2M0.15%
133VERIZON COMMUNICATIONS INCVZ55,049$2.2M0.15%
134DIMENSIONAL ETF TRUST25434V40149,986$2.1M0.14%
135SELECT SECTOR SPDR TR81369Y88629,183$2.1M0.14%
136MONDELEZ INTL INC60920710530,349$2.0M0.14%
137ISHARES TR46432F84232,928$2.0M0.14%
138MARVELL TECHNOLOGY INCMRVL54,373$2.0M0.14%
139NORFOLK SOUTHN CORP6558441088,100$2.0M0.13%
140PULTE GROUP INC74586710143,012$2.0M0.13%
141SPDR SER TR78468R55614,313$1.9M0.13%
142REPUBLIC SVCS INC76075910015,003$1.9M0.13%
143TRAVELERS COMPANIES INCTRV10,266$1.9M0.13%
144GLOBAL PMTS INC37940X10218,984$1.9M0.13%
145LKQ CORPLKQ34,968$1.9M0.13%
146ISHARES TR46428766326,433$1.9M0.13%
147BECTON DICKINSON & COBDX7,302$1.9M0.13%
148AMERICAN EXPRESS COAXP12,342$1.8M0.12%
149LOWES COS INC5486611079,093$1.8M0.12%
150AMERIS BANCORPABCB37,988$1.8M0.12%
151ILLINOIS TOOL WKS INC4523081098,093$1.8M0.12%
152PHILIP MORRIS INTL INC71817210917,413$1.8M0.12%
153DEERE & CODE4,133$1.8M0.12%
154IDEX CORP45167R1047,764$1.8M0.12%
155MCKESSON CORPMCK4,397$1.7M0.11%
156MARTIN MARIETTA MATLS INC5732841064,833$1.6M0.11%
157SELECT SECTOR SPDR TR81369Y30821,732$1.6M0.11%
158INVESCO EXCHANGE TRADED FD TIVZ10,426$1.6M0.11%
159KEYCORP49326710891,508$1.6M0.11%
160BROOKFIELD RENEWABLE CORPBEPC57,155$1.6M0.11%
161STATE STR CORPSTT-PG20,079$1.6M0.11%
162ADVANCED MICRO DEVICES INCAMD24,152$1.6M0.11%
163COLGATE PALMOLIVE COCL19,801$1.6M0.11%
164PRINCIPAL FINANCIAL GROUP INPFG18,576$1.6M0.10%
165BRISTOL-MYERS SQUIBB COCELG-RI21,225$1.5M0.10%
166NASDAQ INCNDAQ24,792$1.5M0.10%
167INVESCO EXCHANGE TRADED FD TIVZ19,065$1.5M0.10%
168DIMENSIONAL ETF TRUST25434V50028,747$1.5M0.10%
169SELECT SECTOR SPDR TR81369Y50616,291$1.4M0.10%
170SCHLUMBERGER LTDSLB26,455$1.4M0.10%
171DIMENSIONAL ETF TRUST25434V60932,030$1.4M0.09%
172SOUTHSTATE CORPORATIONSSB18,294$1.4M0.09%
173NORTHROP GRUMMAN CORPNOC2,515$1.4M0.09%
174ISHARES TR46428861213,316$1.4M0.09%
175CARMAX INCKMX22,095$1.3M0.09%
176AIR PRODS & CHEMS INCAIIR4,295$1.3M0.09%
177INVESCO EXCH TRD SLF IDX FDIVZ68,997$1.3M0.09%
178WELLS FARGO CO NEW9497468041,100$1.3M0.09%
179METTLER TOLEDO INTERNATIONALMTD901$1.3M0.09%
180EASTMAN CHEM COEMN15,775$1.3M0.09%
181OSHKOSH CORPOSK14,639$1.3M0.09%
182ISHARES TR46436E86655,342$1.3M0.09%
183VANGUARD INDEX FDS9229087365,987$1.3M0.09%
184SPDR SER TR78468R20041,744$1.3M0.09%
185INTEL CORPINTC46,509$1.2M0.08%
186AT&T INCT-PC66,097$1.2M0.08%
187WALGREENS BOOTS ALLIANCE INC93142710831,347$1.2M0.08%
188AUTOMATIC DATA PROCESSING INADP4,856$1.2M0.08%
189SELECT SECTOR SPDR TR81369Y60532,896$1.1M0.08%
190AMERICAN INTL GROUP INC02687478417,490$1.1M0.07%
191MARATHON PETE CORPMARA9,441$1.1M0.07%
192US BANCORP DELUSB-PS24,745$1.1M0.07%
193DOVER CORPDOV8,026$1.1M0.07%
194DIAMONDBACK ENERGY INCFANG7,911$1.1M0.07%
195SLR INVESTMENT CORPSLRC76,245$1.1M0.07%
196PACCAR INCPCAR10,468$1.1M0.07%
197SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.1M0.07%
1983M COMMM8,751$1.0M0.07%
199SYNOPSYS INCSNPS3,228$1.0M0.07%
200SPDR SER TR78464A75520,569$1.0M0.07%
201HUNTINGTON INGALLS INDS INC4464131064,418$1.0M0.07%
202OREILLY AUTOMOTIVE INC67103H1071,205$1.0M0.07%
203V F CORPVFC36,800$1.0M0.07%
204AFLAC INCAFL13,547$974,6020.07%
205NETFLIX INCNFLX3,289$969,8600.07%
206AMGEN INCAMGN3,673$964,6770.06%
207OMNICOM GROUP INCOMC11,716$963,8750.06%
208UNIVERSAL DISPLAY CORPOLED8,918$963,5010.06%
209NXP SEMICONDUCTORS N VNXPI5,926$941,4870.06%
210ISHARES TR4642881588,950$933,2160.06%
211MODERNA INCMRNA5,116$918,9360.06%
212TRANE TECHNOLOGIES PLCTT5,385$905,1650.06%
213NATIONAL FUEL GAS CONFG14,178$903,8860.06%
214MEDTRONIC PLCMDT11,465$898,4830.06%
215PLANET FITNESS INCPLNT11,251$886,5790.06%
216CHUBB LIMITEDCB3,952$873,4310.06%
217METLIFE INCMET-PF12,042$871,4800.06%
218WORKDAY INCWDAY5,187$867,9410.06%
219KIMBERLY-CLARK CORPKMB6,280$859,8130.06%
220VANGUARD INDEX FDS9229087694,429$846,7760.06%
221VANGUARD INDEX FDS9229086115,109$811,3090.05%
222EMERSON ELEC COEMR8,442$810,9390.05%
223ISHARES TR46428746512,298$807,2410.05%
224DOLLAR TREE INCDLTR5,644$798,2870.05%
225MERCADOLIBRE INCMELI942$797,1580.05%
226ISHARES TR46428868725,999$793,7490.05%
227WEC ENERGY GROUP INCWEC8,414$788,8970.05%
228L3HARRIS TECHNOLOGIES INCLHX3,690$768,2950.05%
229BOOKING HOLDINGS INCBKNG381$767,8220.05%
230ZOETIS INCZTS5,080$744,4740.05%
231NOVARTIS AGNVSEF8,177$741,8440.05%
232ISHARES TR46428875211,908$721,7130.05%
233TESLA INCTSLA5,712$703,6040.05%
234CRANE HLDGS COCXT6,975$700,6390.05%
235NVIDIA CORPORATIONNVDA4,775$697,8220.05%
236WINNEBAGO INDS INC97463710013,200$695,6400.05%
237SELECT SECTOR SPDR TR81369Y2094,965$674,4970.05%
238CARRIER GLOBAL CORPORATIONCARR15,905$659,0240.04%
239YUM BRANDS INCYUM5,069$649,2380.04%
240VANGUARD STAR FDS92190976812,330$637,7190.04%
241NOVO-NORDISK A SNONOF4,700$636,0990.04%
242FORTIVE CORPFTV9,600$616,8000.04%
243ISHARES TR4642877622,170$615,6510.04%
244SHOPIFY INCSHOP17,560$609,5080.04%
245REGIONS FINANCIAL CORP NEWRF-PF27,553$599,5530.04%
246ISHARES TR4642871684,801$579,0010.04%
247LAM RESEARCH CORPLRCX1,367$577,3340.04%
248CONOCOPHILLIPSCOP4,848$575,4580.04%
249WEST PHARMACEUTICAL SVSC INC9553061052,400$564,8400.04%
250LOEWS CORPL9,637$562,1420.04%
251VANECK ETF TRUST92189H6071,825$554,8910.04%
252OLD DOMINION FREIGHT LINE INODFL1,935$549,1140.04%
253SELECT SECTOR SPDR TR81369Y7045,567$546,7350.04%
254HILTON WORLDWIDE HLDGS INCHLT4,276$540,3150.04%
255LAUDER ESTEE COS INC5184391042,129$528,2260.04%
256CATERPILLAR INCCAT2,165$518,6700.03%
257WISDOMTREE TRWT5,585$512,7300.03%
258IDEXX LABS INC45168D1041,250$509,9500.03%
259EATON CORP PLCETN3,201$502,3970.03%
260IRON MTN INC DEL46284V1019,894$499,3350.03%
261CRACKER BARREL OLD CTRY STOR22410J1065,252$497,5740.03%
262DEXCOM INCDXCM4,374$495,3120.03%
263DOMINION ENERGY INCD8,039$492,9510.03%
264OTIS WORLDWIDE CORPOTIS6,284$492,1000.03%
265AGILENT TECHNOLOGIES INCA3,260$488,5920.03%
266FIDELITY NATL INFORMATION SV31620M1067,200$488,5200.03%
267PAYCHEX INCPAYX4,200$485,3520.03%
268MARSH & MCLENNAN COS INC5717481022,927$484,3600.03%
269ISHARES TR4642877216,490$483,4510.03%
270DIMENSIONAL ETF TRUST25434V80715,850$481,8500.03%
271ALTRIA GROUP INCMO10,320$481,4900.03%
272TOPBUILD CORPBLD3,000$469,4700.03%
273META PLATFORMS INCMETA3,858$464,2720.03%
274ISHARES TR4642871012,719$463,7800.03%
275VANECK ETF TRUST92189F10615,745$451,2520.03%
276SHELL PLCRYDAF7,886$449,1080.03%
277TD SYNNEX CORPORATIONSNX4,698$444,9480.03%
278GALLAGHER ARTHUR J & CO3635761092,351$443,2580.03%
279CHARTER COMMUNICATIONS INC N16119P1081,301$441,1690.03%
280WISDOMTREE TRWT10,690$439,7960.03%
281ROSS STORES INCROST3,777$438,3960.03%
282ISHARES TR4642874996,460$435,7220.03%
283SYSCO CORPSYY5,589$427,2790.03%
284VANGUARD TAX-MANAGED FDS92194385810,129$425,1140.03%
285SHERWIN WILLIAMS COSHW1,785$423,6340.03%
286MANULIFE FINL CORP56501R10623,574$420,5600.03%
287PAYPAL HLDGS INCPYPL5,902$420,3400.03%
288ISHARES TR46429B6558,307$418,0910.03%
289SERVISFIRST BANCSHARES INCSFBS6,000$415,1400.03%
290YUM CHINA HLDGS INCYUMC7,339$401,0760.03%
291ISHARES TR4642875726,256$400,6970.03%
292VANGUARD WORLD FDS92204A4054,823$399,0070.03%
293VANGUARD WHITEHALL FDS9219464063,684$398,6460.03%
294VANGUARD INTL EQUITY INDEX F9220427424,599$396,4050.03%
295PEMBINA PIPELINE CORPPPLOF11,575$392,9710.03%
296VICI PPTYS INC92565210911,908$390,4630.03%
297ROCKWELL AUTOMATION INCROK1,507$388,0870.03%
298ISHARES TR4642894383,161$380,9950.03%
299HUBBELL INCHUBB1,605$376,6610.03%
300HERSHEY COHSY1,617$374,4490.03%
301GENERAL ELECTRIC CO3696043014,425$371,1170.02%
302HAVERTY FURNITURE COS INC41959620012,465$370,7090.02%
303GENERAL MLS INC3703341044,419$370,5330.02%
304ISHARES TR4642876481,695$363,7150.02%
305VANGUARD MALVERN FDS9220208057,725$360,8350.02%
306CHURCH & DWIGHT CO INCCHD4,344$350,1980.02%
307INVESCO QQQ TRIVZ1,314$349,9430.02%
308ISHARES TR4642875562,645$347,2620.02%
309XCEL ENERGY INCXELLL4,827$340,7740.02%
310SALESFORCE INCCRM2,513$333,1990.02%
311PALO ALTO NETWORKS INCPANW2,333$325,5470.02%
312ALLSTATE CORPALL-PJ2,360$322,0220.02%
313ELEVANCE HEALTH INCELV615$315,2240.02%
314SMUCKER J M CO8326964051,978$313,4760.02%
315VANGUARD MUN BD FDS9229077466,319$312,7270.02%
316J P MORGAN EXCHANGE TRADED F46641Q3325,582$307,3610.02%
317SPDR SER TR78464A8703,685$305,8550.02%
318MORNINGSTAR INCMORN1,400$303,2260.02%
319REGENCY CTRS CORP7588491034,754$300,2150.02%
320CORNING INCGLW9,274$296,1990.02%
321ISHARES INC4642866656,900$295,2510.02%
322PROSHARES TR74348A4673,251$292,5570.02%
323FIDELITY COVINGTON TRUST3160926004,569$292,3250.02%
324ZEBRA TECHNOLOGIES CORPORATIZBRA1,105$283,3330.02%
325INTERPUBLIC GROUP COS INCINTR8,500$283,1350.02%
326CSX CORPCSX9,000$278,8200.02%
327DISCOVER FINL SVCS2547091082,789$272,8480.02%
328VANGUARD INDEX FDS9229085122,015$272,5090.02%
329WARNER BROS DISCOVERY INCWBD28,578$270,9190.02%
330EBAY INC.EBAY6,516$270,2190.02%
331VANGUARD WORLD FDS92204A1081,232$269,8330.02%
332CANADIAN PAC RY LTD13645T1003,609$269,7090.02%
333HOWARD HUGHES CORPHHH3,500$267,4700.02%
334ISHARES TR46432F3392,312$263,4760.02%
335NUCOR CORPNUE1,940$256,7010.02%
336NATIONAL RETAIL PROPERTIES INNN5,587$255,6720.02%
337PHILLIPS 66PSX2,454$255,4440.02%
338HEICO CORP NEWHEI-A1,625$249,6650.02%
339SPDR SER TR78464A8884,137$249,5310.02%
340CIGNA CORP NEW125523100753$249,4990.02%
341TRANSDIGM GROUP INCTDG396$249,3410.02%
342FIDELITY NATIONAL FINANCIALFNF6,500$244,5300.02%
343GILEAD SCIENCES INCGILD2,770$237,8040.02%
344ECOLAB INCECL1,613$235,7160.02%
345SOUTHWEST AIRLS CO8447411086,851$230,6730.02%
346AMERICAN WTR WKS CO INC NEW0304201031,500$228,6300.02%
347REALTY INCOME CORPO3,590$228,6060.02%
348ALCON AGALC3,325$227,9290.02%
349MIDDLEBY CORPMIDD1,669$223,4790.02%
350STERIS PLCSTE1,200$221,6280.01%
351ROBERT HALF INTL INCRHI3,000$221,4900.01%
352BEIGENE LTDBEIGF1,000$219,9400.01%
353INVESCO EXCHANGE TRADED FD TIVZ2,555$218,6340.01%
354RIVIAN AUTOMOTIVE INCRIVN11,828$217,9900.01%
355SYNOVUS FINL CORP87161C5015,678$215,1390.01%
356SELECT SECTOR SPDR TR81369Y4071,645$212,4680.01%
357SEMPRASREA1,350$210,1750.01%
358ENCOMPASS HEALTH CORPEHC3,500$209,8600.01%
359CLOROX CO DELCLX1,493$209,5130.01%
360ENBRIDGE INCENNPF5,350$209,1850.01%
361INVESCO EXCH TRADED FD TR IIIVZ2,827$209,0410.01%
362ISHARES TR4642882404,579$208,3440.01%
363LULULEMON ATHLETICA INCLULU650$208,2470.01%
364SCHWAB STRATEGIC TR8085242014,604$207,8710.01%
365FIRSTENERGY CORPFE4,879$204,6250.01%
366HAVERTY FURNITURE COS INC4195961016,791$203,0510.01%
367DARDEN RESTAURANTS INCDRI1,436$198,6420.01%
368GENERAC HLDGS INCGNRC1,964$197,6960.01%
369SELECT SECTOR SPDR TR81369Y8524,115$197,4790.01%
370COMCAST CORP NEWCCZ5,554$194,2230.01%
371ACTIVISION BLIZZARD INC00507V1092,534$193,9780.01%
372HANCOCK JOHN PREM DIVID FD41013T10514,866$192,3690.01%
373KONTOOR BRANDS INCKTB4,800$191,9520.01%
374AMERICAN ELEC PWR CO INC0255371011,971$187,1460.01%
375EOG RES INCEOG1,443$186,8970.01%
376KROGER COKR4,173$186,0320.01%
377CONSOLIDATED EDISON INCED1,942$185,0920.01%
378VERISIGN INCVRSN900$184,8960.01%
379EVERSOURCE ENERGYES2,200$184,4480.01%
380OCCIDENTAL PETE CORP6745991052,921$184,3740.01%
381ALLEGION PLCALLE1,748$183,9940.01%
382ACUITY BRANDS INCAYI1,103$182,6680.01%
383ISHARES TR464287812900$182,5020.01%
384AUTODESK INCADSK965$180,3300.01%
385VANGUARD BD INDEX FDS9219378272,390$179,9190.01%
386FIDELITY COVINGTON TRUST3160927093,537$179,3610.01%
387DELTA AIR LINES INC DELDAL5,264$172,9750.01%
388VANGUARD WORLD FDS92204A207898$172,0300.01%
389INSTALLED BLDG PRODS INC45780R1012,000$171,2000.01%
390BARINGS CORPORATE INVS06759X10711,944$170,0880.01%
391ISHARES TR4642874731,606$169,1540.01%
392NORTHEAST BK LEWISTON ME66405S1004,000$168,4000.01%
393BARRICK GOLD CORP0679011089,790$168,1920.01%
394GFL ENVIRONMENTAL INCGFL5,730$167,4880.01%
395ISHARES TR4642874572,046$166,0740.01%
396GSK PLCGLAXF4,638$164,5370.01%
397CONCENTRIX CORPCNXC1,223$162,8550.01%
398QUALYS INCQLYS1,448$162,5090.01%
399COLUMBIA SPORTSWEAR COCOLM1,852$162,1980.01%
400LENNAR CORPLEN-B1,792$162,1760.01%
401ISHARES TR46436E8587,079$160,7990.01%
402HENRY SCHEIN INCHSIC2,000$159,7400.01%
403BARINGS PARTN INVS06761A10312,366$155,3140.01%
404ENTERPRISE PRODS PARTNERS L2937921076,375$153,7650.01%
405GRAINGER W W INC384802104276$153,5250.01%
406WISDOMTREE TRWT3,126$151,9960.01%
407ONEOK INC NEWOKE2,293$150,6500.01%
408PPL CORPPPLC5,100$150,1700.01%
409ENSTAR GROUP LIMITEDG3075P101648$149,7140.01%
410T-MOBILE US INCTMUSZ1,068$149,5200.01%
411QUEST DIAGNOSTICS INCDGX950$148,6180.01%
412ORGANON & COOGN5,214$145,6270.01%
413SCHWAB STRATEGIC TR8085247971,924$145,3390.01%
414SCHWAB STRATEGIC TR8085245082,214$145,2610.01%
415TORTOISE PWR & ENERGY INFRAS89147X10411,322$144,4690.01%
416INVESCO EXCHANGE TRADED FD TIVZ950$144,0300.01%
417INGERSOLL RAND INCIR2,754$143,8960.01%
418ISHARES TR4642876062,100$143,4300.01%
419SCHWAB STRATEGIC TR8085248477,391$142,5720.01%
420GENERAL MTRS CO37045V1004,189$140,9180.01%
421ISHARES TR4642873092,371$138,7320.01%
422VANGUARD INTL EQUITY INDEX F9220428742,487$137,8640.01%
423UNILEVER PLCUNLYF2,717$136,8010.01%
424TEXAS ROADHOUSE INCTXRH1,500$136,4250.01%
425TELADOC HEALTH INCTDOC5,754$136,0820.01%
426LAMB WESTON HLDGS INCLW1,500$134,0400.01%
427CROWN CASTLE INCCCI969$131,4350.01%
428BOSTON SCIENTIFIC CORPBSX2,712$125,4840.01%
429CHECK POINT SOFTWARE TECH LTM22465104989$124,7720.01%
430ISHARES TR4642878381,000$124,7700.01%
431KKR & CO INCKKRT2,666$123,7490.01%
432CADENCE DESIGN SYSTEM INCCDNS765$122,8900.01%
433SOUTHERN COPPER CORPSCCO2,000$120,7800.01%
434MICROCHIP TECHNOLOGY INC.MCHPP1,694$119,0040.01%
435BLACKSTONE INCBX1,602$118,8520.01%
436KLA CORPKLAC299$112,7320.01%
437REGENERON PHARMACEUTICALSREGN155$111,8310.01%
438ESSENTIAL UTILS INC29670G1022,300$109,7790.01%
439ALBEMARLE CORPALB-PA494$107,3240.01%
440VANECK ETF TRUST92189F6921,380$107,2820.01%
441APTARGROUP INCATR972$106,9010.01%
442BP PLCBPPFF3,007$105,0350.01%
443EASTGROUP PPTYS INC277276101690$103,0240.01%
444ZOOM VIDEO COMMUNICATIONS INZM1,516$102,6940.01%
445VALERO ENERGY CORPVLO807$102,3760.01%
446TE CONNECTIVITY LTDTEL888$101,9420.01%
447SRH TOTAL RETURN FUND INCSTEW8,009$101,7140.01%
448BROWN & BROWN INCBRO1,728$98,4440.01%
449PUBLIC SVC ENTERPRISE GRP IN7445731061,600$98,0320.01%
450ISHARES TR464287630702$97,2890.01%
451AGREE RLTY CORP0084921001,362$96,9340.01%
452VIRTUS EQUITY & CONV INCM FD92841M1015,314$96,8740.01%
453LIBERTY MEDIA CORP DELFWONB3,000$96,6900.01%
454ISHARES TR4642874811,142$95,4710.01%
455REDWOOD TR INCRWTQ14,100$95,3160.01%
456STELLUS CAP INVT CORP8585681087,129$94,5310.01%
457PRUDENTIAL FINL INCPUKPF950$94,4870.01%
458RHRH346$92,4480.01%
459FORTINET INCFTNT1,890$92,4020.01%
460SCOTTS MIRACLE-GRO COSMG1,894$92,0420.01%
461ISHARES TR4642885131,250$92,0380.01%
462ISHARES TR464288661797$91,5670.01%
463UBER TECHNOLOGIES INCUBER3,651$90,2890.01%
464ENTERGY CORP NEWENO789$88,7620.01%
465TORTOISE ENERGY INFRA CORPTYG2,750$87,3680.01%
466CHENIERE ENERGY INCLNG578$86,6770.01%
467BLACKROCK INCBLK120$85,0360.01%
468VANGUARD WORLD FDS92204A876551$84,5010.01%
469NATIONAL GRID PLCNMPWP1,374$84,2960.01%
470KRAFT HEINZ COKHC2,038$82,9670.01%
471SIMON PPTY GROUP INC NEW828806109702$82,4710.01%
472MICRON TECHNOLOGY INCMU1,630$81,6550.01%
473VANGUARD INTL EQUITY INDEX F9220428582,081$81,1230.01%
474BEST BUY INCBBY1,000$81,0900.01%
475HANCOCK JOHN PFD INCOME FD I41013X1065,145$80,6800.01%
476ISHARES TR464287192373$79,6540.01%
477VAIL RESORTS INCMTN331$79,5260.01%
478ARISTA NETWORKS INCANET654$79,3630.01%
479BORGWARNER INCBWA1,969$79,2520.01%
480PUBLIC STORAGEPSA-PS275$77,0520.01%
481SPS COMM INCSPSC593$76,1590.01%
482COLONY BANKCORP INCCBAN5,937$75,3410.01%
483AON PLCAON250$75,0350.01%
484HP INCHPQ2,734$74,1800.00%
485DEVON ENERGY CORP NEW25179M1031,200$73,8120.00%
486KRATOS DEFENSE & SEC SOLUTIO50077B2077,130$73,5820.00%
487EATON VANCE TAX-MANAGED BUY-ETN5,900$72,4520.00%
488EQUITY RESIDENTIALEQR1,214$72,3850.00%
489WILLIAMS COS INC9694571002,200$72,3800.00%
490PNC FINL SVCS GROUP INC693475105456$72,0210.00%
491ALPS ETF TR00162Q4521,840$70,0490.00%
492CMS ENERGY CORPCMS-PC1,100$69,6630.00%
493AUTOLIV INCALV908$69,5350.00%
494EXELON CORPEXC1,575$68,0870.00%
495AECOMACM800$67,9440.00%
496ISHARES TR4642878611,500$67,9350.00%
497VANGUARD INTL EQUITY INDEX F922042718652$67,0320.00%
498PROGRESSIVE CORP743315103516$66,9300.00%
499CITIGROUP INCC-PR1,458$65,9430.00%
500ALLISON TRANSMISSION HLDGS IALSN1,582$65,8110.00%