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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 Q2 2023 · Filed May 11, 2023 · Accession 0000829407-23-000003

Total Value
$1.53B
Positions
938
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY181,126$74.4M4.90%
2ISHARES TR464287200179,827$73.9M4.86%
3APPLE INCAAPL321,401$53.0M3.49%
4SPDR S&P MIDCAP 400 ETF TRMDY110,104$50.6M3.33%
5J P MORGAN EXCHANGE TRADED F46641Q837909,551$45.8M3.01%
6MICROSOFT CORPMSFT145,450$41.9M2.76%
7COCA COLA COKO570,202$35.6M2.34%
8VANGUARD SCOTTSDALE FDS92206C409367,986$28.1M1.85%
9ALPHABET INCGOOG263,693$27.4M1.80%
10HOME DEPOT INCHD77,488$22.9M1.50%
11ISHARES TR464287622100,978$22.7M1.50%
12INVESCO EXCHANGE TRADED FD TIVZ146,883$21.2M1.40%
13MERCK & CO INCMRK182,951$19.6M1.29%
14JOHNSON & JOHNSONJNJ117,453$18.2M1.20%
15VANGUARD SPECIALIZED FUNDS921908844113,662$17.5M1.15%
16VANGUARD SCOTTSDALE FDS92206C102293,856$17.2M1.13%
17PEPSICO INCPEP90,040$16.4M1.08%
18FISERV INCFISV141,254$16.0M1.05%
19PIMCO ETF TR72201R833155,660$15.4M1.02%
20AMAZON COM INCAMZN147,791$15.3M1.00%
21VISA INCV65,311$14.7M0.97%
22VANGUARD INDEX FDS92290875174,673$14.2M0.93%
23ISHARES TR464287804136,406$13.2M0.87%
24ALPHABET INCGOOG126,841$13.2M0.87%
25ADOBE SYSTEMS INCORPORATEDADBE33,772$13.0M0.86%
26BANK AMERICA CORP060505104443,730$12.7M0.84%
27LILLY ELI & COLLY34,331$11.8M0.78%
28EQUIFAX INCEFX57,888$11.7M0.77%
29PROCTER AND GAMBLE CO74271810978,868$11.7M0.77%
30JPMORGAN CHASE & COVYLD89,389$11.6M0.77%
31VANGUARD INDEX FDS92290862953,788$11.3M0.75%
32WALMART INCWMT75,825$11.2M0.74%
33ABBVIE INCABBV67,918$10.8M0.71%
34ABBOTT LABSABLZF106,513$10.8M0.71%
35ISHARES TR46428761443,250$10.6M0.70%
36VANGUARD INDEX FDS92290836327,307$10.3M0.68%
37GENUINE PARTS COGPC60,307$10.1M0.67%
38SELECT SECTOR SPDR TR81369Y80364,934$9.8M0.65%
39COPART INCCPRT128,178$9.6M0.63%
40CISCO SYS INCCSCO184,148$9.6M0.63%
41EXXON MOBIL CORPXOM85,239$9.3M0.62%
42ISHARES TR46428759860,962$9.3M0.61%
43ISHARES TR46428750736,934$9.2M0.61%
44ANALOG DEVICES INCADI43,822$8.6M0.57%
45CHEVRON CORP NEWCVX52,343$8.5M0.56%
46MASTERCARD INCORPORATEDMA23,492$8.5M0.56%
47MCDONALDS CORPMCD30,190$8.4M0.56%
48MARRIOTT INTL INC NEW57190320249,800$8.3M0.54%
49TJX COS INC NEW872540109104,204$8.2M0.54%
50STRYKER CORPORATIONSYK28,412$8.1M0.54%
51BERKSHIRE HATHAWAY INC DELBRK-A25,466$7.9M0.52%
52THERMO FISHER SCIENTIFIC INCTMO13,443$7.8M0.51%
53VANGUARD WORLD FDS92204A30667,699$7.7M0.51%
54GOLDMAN SACHS GROUP INCGSCE22,180$7.3M0.48%
55PARKER-HANNIFIN CORPPH21,047$7.1M0.47%
56TARGET CORPTGT40,843$6.8M0.45%
57AMETEK INCAME46,484$6.8M0.44%
58MORGAN STANLEYMS-PQ72,889$6.4M0.42%
59UNITEDHEALTH GROUP INCUNH13,217$6.2M0.41%
60TRUIST FINL CORP89832Q109181,836$6.2M0.41%
61INTUITINTU13,903$6.2M0.41%
62COSTCO WHSL CORP NEW22160K10512,456$6.2M0.41%
63NEXTERA ENERGY INCNEE-PW80,157$6.2M0.41%
64BOEING COBA-PA28,853$6.1M0.40%
65QUALCOMM INCQCOM47,892$6.1M0.40%
66GLOBAL X FDS37954Y673211,020$6.0M0.39%
67CDW CORPCDW29,938$5.8M0.38%
68DANAHER CORPORATION23585110222,466$5.7M0.37%
69INTERCONTINENTAL EXCHANGE IN45866F10454,255$5.7M0.37%
70INTUITIVE SURGICAL INCISRG22,102$5.6M0.37%
71MID-AMER APT CMNTYS INC59522J10336,329$5.5M0.36%
72ISHARES TR46432F84281,901$5.5M0.36%
73INVESCO EXCH TRD SLF IDX FDIVZ246,977$5.2M0.34%
74BERKSHIRE HATHAWAY INC DELBRK-A11$5.1M0.34%
75EDWARDS LIFESCIENCES CORPEW61,810$5.1M0.34%
76IQVIA HLDGS INCIQV25,491$5.1M0.33%
77INVESCO EXCH TRD SLF IDX FDIVZ245,261$5.0M0.33%
78PFIZER INCPFE123,168$5.0M0.33%
79VANGUARD SCOTTSDALE FDS92206C87058,953$4.7M0.31%
80RIO TINTO PLCRTNTF66,635$4.7M0.31%
81DEERE & CODE11,312$4.7M0.31%
82MARKEL CORPMKL3,621$4.6M0.30%
83NIKE INCNKE37,183$4.6M0.30%
84VANGUARD INDEX FDS92290874432,255$4.5M0.29%
85UMH PPTYS INC903002103286,311$4.2M0.28%
86UNITED RENTALS INCURI10,581$4.2M0.28%
87SOUTHERN COSOMN59,929$4.2M0.27%
88SPDR DOW JONES INDL AVERAGE78467X10912,502$4.2M0.27%
89DIAGEO PLCDGEAF22,245$4.1M0.27%
90LOCKHEED MARTIN CORPLMT8,559$4.0M0.27%
91APPLIED MATLS INC03822210531,869$3.9M0.26%
92BERKLEY W R CORPWRB-PH62,870$3.9M0.26%
93ISHARES TR46428765521,110$3.8M0.25%
94VULCAN MATLS CO92916010921,329$3.7M0.24%
95UNITED PARCEL SERVICE INCUPS18,514$3.6M0.24%
96NVR INCNVR639$3.6M0.23%
97BROADCOM INCAVGO5,527$3.5M0.23%
98INVESCO EXCHANGE TRADED FD TIVZ73,977$3.5M0.23%
99ROPER TECHNOLOGIES INCROP7,933$3.5M0.23%
100NATIONAL VISION HLDGS INCEYE185,000$3.5M0.23%
101TEXAS INSTRS INC88250810418,694$3.5M0.23%
102SPDR GOLD TRGLD18,752$3.4M0.23%
103PPG INDS INC69350610725,424$3.4M0.22%
104HONEYWELL INTL INC43851610617,507$3.3M0.22%
105SKYWORKS SOLUTIONS INCSWKS27,912$3.3M0.22%
106DUKE ENERGY CORP NEWDUKB33,291$3.2M0.21%
107ISHARES TR4642875237,216$3.2M0.21%
108CINTAS CORPCTAS6,928$3.2M0.21%
109UNION PAC CORPUNP15,682$3.2M0.21%
110ISHARES TR46436E882127,158$3.2M0.21%
111REPUBLIC SVCS INC76075910022,193$3.0M0.20%
112AUTOZONE INCAZO1,220$3.0M0.20%
113DISNEY WALT CO25468710629,597$3.0M0.20%
114ISHARES TR46436E874123,349$3.0M0.19%
115MASCO CORPMAS58,509$2.9M0.19%
116STARBUCKS CORPSBUX27,486$2.9M0.19%
117ADVANCED MICRO DEVICES INCAMD28,384$2.8M0.18%
118AMERISOURCEBERGEN CORPCOR17,206$2.8M0.18%
119ACCENTURE PLC IRELANDACN9,618$2.7M0.18%
120SCHWAB CHARLES CORPSCHW-PJ52,408$2.7M0.18%
121INTERNATIONAL BUSINESS MACHSINTR20,861$2.7M0.18%
122WELLS FARGO CO NEW94974610171,660$2.7M0.18%
123INVESCO EXCH TRD SLF IDX FDIVZ125,002$2.5M0.17%
124CBRE GROUP INCCBRE34,577$2.5M0.17%
125GRACO INCGGG34,342$2.5M0.16%
126SPDR SER TR78464A76320,264$2.5M0.16%
127ORACLE CORPORCL-PD26,823$2.5M0.16%
128MARVELL TECHNOLOGY INCMRVL57,501$2.5M0.16%
129VANGUARD INDEX FDS92290855329,616$2.5M0.16%
130RAYTHEON TECHNOLOGIES CORPRTX24,980$2.4M0.16%
131S&P GLOBAL INCSPGI7,080$2.4M0.16%
132ISHARES TR46428766332,859$2.4M0.16%
133WEYERHAEUSER CO MTN BEWY79,596$2.4M0.16%
134PULTE GROUP INC74586710139,742$2.3M0.15%
135WILLIS TOWERS WATSON PLC LTDWTW9,854$2.3M0.15%
136DIMENSIONAL ETF TRUST25434V40150,104$2.2M0.15%
137BANK AMERICA CORP0605056821,832$2.2M0.14%
138CONSTELLATION BRANDS INCSTZ9,507$2.1M0.14%
139MONDELEZ INTL INC60920710530,349$2.1M0.14%
140VERIZON COMMUNICATIONS INCVZ53,294$2.1M0.14%
141CVS HEALTH CORPCVS27,864$2.1M0.14%
142SELECT SECTOR SPDR TR81369Y88630,434$2.1M0.14%
143SPDR SER TR78464A69845,760$2.0M0.13%
144AMERICAN EXPRESS COAXP12,146$2.0M0.13%
145LKQ CORPLKQ34,968$2.0M0.13%
146ILLINOIS TOOL WKS INC4523081098,093$2.0M0.13%
147GLOBAL PMTS INC37940X10218,708$2.0M0.13%
148SPDR SER TR78464A75536,654$1.9M0.13%
149BROOKFIELD RENEWABLE CORPBEPC54,727$1.9M0.13%
150LOWES COS INC5486611079,560$1.9M0.13%
151BECTON DICKINSON & COBDX7,298$1.8M0.12%
152IDEX CORP45167R1047,764$1.8M0.12%
153TRAVELERS COMPANIES INCTRV10,266$1.8M0.12%
154MARTIN MARIETTA MATLS INC5732841064,908$1.7M0.11%
155PHILIP MORRIS INTL INC71817210917,413$1.7M0.11%
156NORFOLK SOUTHN CORP6558441088,044$1.7M0.11%
157ISHARES TR46428745720,188$1.7M0.11%
158INVESCO EXCHANGE TRADED FD TIVZ10,426$1.6M0.11%
159MCKESSON CORPMCK4,375$1.6M0.10%
160SPDR SER TR78468R55612,163$1.6M0.10%
161ISHARES TR46428861214,846$1.6M0.10%
162STATE STR CORPSTT-PG19,900$1.5M0.10%
163DIMENSIONAL ETF TRUST25434V50028,747$1.5M0.10%
164COLGATE PALMOLIVE COCL19,801$1.5M0.10%
165BRISTOL-MYERS SQUIBB COCELG-RI21,225$1.5M0.10%
166INVESCO EXCHANGE TRADED FD TIVZ19,065$1.4M0.10%
167CARMAX INCKMX22,409$1.4M0.09%
168DIMENSIONAL ETF TRUST25434V60932,030$1.4M0.09%
169NASDAQ INCNDAQ25,751$1.4M0.09%
170UNIVERSAL DISPLAY CORPOLED8,918$1.4M0.09%
171PRINCIPAL FINANCIAL GROUP INPFG18,576$1.4M0.09%
172METTLER TOLEDO INTERNATIONALMTD901$1.4M0.09%
173ISHARES TR46436E86658,322$1.4M0.09%
174DARLING INGREDIENTS INCDAR23,166$1.4M0.09%
175OLD DOMINION FREIGHT LINE INODFL3,908$1.3M0.09%
176TIDEWATER INC NEWTDGMW30,150$1.3M0.09%
177SOUTHSTATE CORPORATIONSSB18,294$1.3M0.09%
178WELLS FARGO CO NEW9497468041,100$1.3M0.09%
179TESLA INCTSLA6,173$1.3M0.08%
180MARATHON PETE CORPMARA9,441$1.3M0.08%
181AT&T INCT-PC66,097$1.3M0.08%
182SYNOPSYS INCSNPS3,230$1.2M0.08%
183AIR PRODS & CHEMS INCAIIR4,295$1.2M0.08%
184SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.2M0.08%
185MERCADOLIBRE INCMELI928$1.2M0.08%
186OSHKOSH CORPOSK14,639$1.2M0.08%
187SELECT SECTOR SPDR TR81369Y30816,063$1.2M0.08%
188NVIDIA CORPORATIONNVDA4,319$1.2M0.08%
189SELECT SECTOR SPDR TR81369Y50614,291$1.2M0.08%
190NORTHROP GRUMMAN CORPNOC2,512$1.2M0.08%
191SLR INVESTMENT CORPSLRC76,245$1.2M0.08%
192KEYCORP49326710891,408$1.1M0.08%
193EASTMAN CHEM COEMN13,275$1.1M0.07%
194INTEL CORPINTC34,396$1.1M0.07%
195OMNICOM GROUP INCOMC11,716$1.1M0.07%
196OREILLY AUTOMOTIVE INC67103H1071,306$1.1M0.07%
197NETFLIX INCNFLX3,201$1.1M0.07%
198LAMB WESTON HLDGS INCLW10,505$1.1M0.07%
199NXP SEMICONDUCTORS N VNXPI5,846$1.1M0.07%
200AUTOMATIC DATA PROCESSING INADP4,856$1.1M0.07%
201PACCAR INCPCAR14,699$1.1M0.07%
202DIAMONDBACK ENERGY INCFANG7,911$1.1M0.07%
203WALGREENS BOOTS ALLIANCE INC93142710830,247$1.0M0.07%
204VANGUARD INDEX FDS9229086116,514$1.0M0.07%
205INVESCO EXCH TRD SLF IDX FDIVZ53,238$1.0M0.07%
206BOOKING HOLDINGS INCBKNG380$1.0M0.07%
207SELECT SECTOR SPDR TR81369Y60531,324$1.0M0.07%
208VANGUARD INDEX FDS9229087694,868$993,6330.07%
209TRANE TECHNOLOGIES PLCTT5,384$990,5490.07%
210ISHARES TR4642881588,883$929,8730.06%
211SPDR SER TR78468R20030,421$925,7120.06%
212VANGUARD INTL EQUITY INDEX F9220427429,971$918,2440.06%
213HUNTINGTON INGALLS INDS INC4464131064,418$914,6150.06%
214WISDOMTREE TRWT22,150$907,6940.06%
215US BANCORP DELUSB-PS24,645$900,2800.06%
216DOVER CORPDOV5,836$886,7220.06%
217ISHARES TR46428746512,298$879,5530.06%
218MEDTRONIC PLCMDT10,814$878,2170.06%
2193M COMMM8,322$874,7260.06%
220AFLAC INCAFL13,547$874,0810.06%
221PLANET FITNESS INCPLNT11,251$873,8660.06%
222AMERIS BANCORPABCB23,522$863,9500.06%
223VANGUARD INDEX FDS9229087363,447$859,8200.06%
224KIMBERLY-CLARK CORPKMB6,280$850,3300.06%
225AMERICAN INTL GROUP INC02687478416,825$847,3070.06%
226ZOETIS INCZTS5,080$845,5160.06%
227V F CORPVFC36,800$843,0880.06%
228SHOPIFY INCSHOP17,540$840,8680.06%
229ISHARES TR46428875211,911$837,2400.06%
230MODERNA INCMRNA5,439$835,3220.05%
231WEST PHARMACEUTICAL SVSC INC9553061052,400$831,5280.05%
232NATIONAL FUEL GAS CONFG14,178$825,0560.05%
233AMGEN INCAMGN3,373$815,4230.05%
234ISHARES TR46428868725,999$811,6890.05%
235WORKDAY INCWDAY3,926$810,8770.05%
236DOLLAR TREE INCDLTR5,644$810,1970.05%
237VANGUARD MUN BD FDS92290774615,971$809,0910.05%
238CADENCE DESIGN SYSTEM INCCDNS3,820$802,5440.05%
239WEC ENERGY GROUP INCWEC8,414$797,5640.05%
240CRANE COMPANYCR6,975$791,6630.05%
241CHUBB LIMITEDCB3,952$769,0200.05%
242WINNEBAGO INDS INC97463710013,200$761,6400.05%
243NOVO-NORDISK A SNONOF4,700$751,7600.05%
244NOVARTIS AGNVSEF8,168$751,4830.05%
245EMERSON ELEC COEMR8,442$735,6360.05%
246INVESCO QQQ TRIVZ2,279$732,5670.05%
247LAM RESEARCH CORPLRCX1,367$727,0330.05%
248METLIFE INCMET-PF12,042$697,7140.05%
249L3HARRIS TECHNOLOGIES INCLHX3,513$689,3920.05%
250CARRIER GLOBAL CORPORATIONCARR15,005$686,4790.05%
251VANGUARD STAR FDS92190976812,331$680,7840.04%
252META PLATFORMS INCMETA3,175$672,9100.04%
253YUM BRANDS INCYUM5,069$669,5140.04%
254FORTIVE CORPFTV9,600$654,4320.04%
255VANGUARD BD INDEX FDS9219378278,345$638,3100.04%
256ISHARES TR4642874735,926$629,3420.04%
257IDEXX LABS INC45168D1041,250$625,1000.04%
258TOPBUILD CORPBLD3,000$624,4200.04%
259SCHLUMBERGER LTDSLB12,180$604,6520.04%
260SELECT SECTOR SPDR TR81369Y7045,860$592,9150.04%
261ISHARES TR4642877216,352$589,5440.04%
262CRACKER BARREL OLD CTRY STOR22410J1065,052$573,9080.04%
263HILTON WORLDWIDE HLDGS INCHLT4,010$564,8890.04%
264ISHARES TR4642873098,799$562,1990.04%
265LOEWS CORPL9,637$559,1550.04%
266EATON CORP PLCETN3,246$556,1700.04%
267PALO ALTO NETWORKS INCPANW2,757$550,6840.04%
268ISHARES TR4642877622,000$546,1200.04%
269ISHARES INC46434G10311,096$541,3740.04%
270ISHARES TR4642871684,601$539,1460.04%
271ISHARES TR4642876303,872$530,5090.03%
272IRON MTN INC DEL46284V1019,894$529,6110.03%
273REGIONS FINANCIAL CORP NEWRF-PF27,553$516,8950.03%
274DIMENSIONAL ETF TRUST25434V80715,919$513,0690.03%
275WISDOMTREE TRWT5,585$511,9220.03%
276VANECK ETF TRUST92189F10615,745$509,3510.03%
277LULULEMON ATHLETICA INCLULU1,394$507,6810.03%
278SALESFORCE INCCRM2,513$502,0480.03%
279VANGUARD INDEX FDS9229085123,725$499,4110.03%
280CATERPILLAR INCCAT2,165$495,4600.03%
281OTIS WORLDWIDE CORPOTIS5,834$492,3900.03%
282MARSH & MCLENNAN COS INC5717481022,927$487,4920.03%
283PAYCHEX INCPAYX4,200$481,2780.03%
284SELECT SECTOR SPDR TR81369Y2093,612$467,6120.03%
285DOMINION ENERGY INCD8,324$465,4220.03%
286YUM CHINA HLDGS INCYUMC7,339$465,2200.03%
287CONOCOPHILLIPSCOP4,646$463,7230.03%
288TD SYNNEX CORPORATIONSNX4,698$454,7200.03%
289VANGUARD TAX-MANAGED FDS92194385810,034$453,2360.03%
290ALTRIA GROUP INCMO9,920$451,9560.03%
291AGILENT TECHNOLOGIES INCA3,260$450,9890.03%
292INVESCO EXCHANGE TRADED FD TIVZ5,270$448,2830.03%
293DEXCOM INCDXCM3,830$444,9700.03%
294LAUDER ESTEE COS INC5184391041,804$444,6140.03%
295ROCKWELL AUTOMATION INCROK1,507$442,1480.03%
296GALLAGHER ARTHUR J & CO3635761092,300$440,0130.03%
297ISHARES TR4642894383,161$439,1580.03%
298ISHARES TR4642875726,256$438,2960.03%
299MANULIFE FINL CORP56501R10623,574$432,8190.03%
300SHELL PLCRYDAF7,403$425,9690.03%
301GENERAL ELECTRIC CO3696043014,425$423,3940.03%
302SYSCO CORPSYY5,314$410,4010.03%
303FIDELITY COVINGTON TRUST3160926006,594$405,3340.03%
304ISHARES TR4642874995,771$403,5210.03%
305ROSS STORES INCROST3,783$401,4900.03%
306SHERWIN WILLIAMS COSHW1,785$401,2150.03%
307PAYPAL HLDGS INCPYPL5,236$397,6220.03%
308HERSHEY COHSY1,555$395,6080.03%
309VICI PPTYS INC92565210911,908$393,0840.03%
310FIDELITY NATL INFORMATION SV31620M1067,200$391,1760.03%
311HUBBELL INCHUBB1,607$391,0000.03%
312VANGUARD WHITEHALL FDS9219464063,684$388,6620.03%
313HAVERTY FURNITURE COS INC41959620012,465$388,4100.03%
314ISHARES TR4642876481,696$384,5820.03%
315CHURCH & DWIGHT CO INCCHD4,344$384,0960.03%
316PEMBINA PIPELINE CORPPPLOF11,575$375,0300.02%
317INVESCO EXCH TRD SLF IDX FDIVZ18,062$371,8970.02%
318GENERAL MLS INC3703341044,342$371,0680.02%
319VANGUARD SCOTTSDALE FDS92206C4094,686$357,2140.02%
320NUCOR CORPNUE2,290$354,9050.02%
321ZEBRA TECHNOLOGIES CORPORATIZBRA1,105$351,3900.02%
322VALERO ENERGY CORPVLO2,503$349,4190.02%
323INVESCO ACTIVELY MANAGED ETFIVZ6,971$345,7620.02%
324SPOTIFY TECHNOLOGY S ASPOT2,577$344,3390.02%
325ISHARES TR4642875562,645$341,6290.02%
326SELECT SECTOR SPDR TR81369Y8525,769$334,4290.02%
327SERVISFIRST BANCSHARES INCSFBS6,000$329,4600.02%
328XCEL ENERGY INCXELLL4,827$328,0430.02%
329CORNING INCGLW9,285$327,5790.02%
330PROSHARES TR74348A4673,541$323,0810.02%
331WARNER BROS DISCOVERY INCWBD21,362$322,5670.02%
332INTERPUBLIC GROUP COS INCINTR8,500$316,5400.02%
333ISHARES TR4642871011,690$316,0980.02%
334VANGUARD WORLD FDS92204A1081,232$311,1420.02%
335ISHARES TR46429B6556,138$309,2940.02%
336J P MORGAN EXCHANGE TRADED F46641Q3325,589$305,1600.02%
337TRANSDIGM GROUP INCTDG413$304,4020.02%
338ISHARES INC4642866656,900$302,1510.02%
339REGENCY CTRS CORP7588491034,754$293,9400.02%
340EBAY INC.EBAY6,516$289,1150.02%
341VANGUARD WORLD FDS92204A2071,483$286,9910.02%
342MORNINGSTAR INCMORN1,400$284,2420.02%
343ELEVANCE HEALTH INCELV615$282,5570.02%
344SPDR SER TR78464A8703,685$280,8340.02%
345SPDR SER TR78464A8884,138$280,3860.02%
346HOWARD HUGHES CORPHHH3,500$280,0000.02%
347CANADIAN PAC RY LTD13645T1003,609$277,6770.02%
348DISCOVER FINL SVCS2547091082,789$275,6650.02%
349CSX CORPCSX9,000$269,4600.02%
350ECOLAB INCECL1,613$267,9380.02%
351ALLSTATE CORPALL-PJ2,360$263,6120.02%
352SMUCKER J M CO8326964051,615$254,0780.02%
353LENNAR CORPLEN-B2,408$253,1050.02%
354PHILLIPS 66PSX2,488$252,1970.02%
355HOME DEPOT INCHD850$250,8520.02%
356ISHARES TR4642882405,110$249,2150.02%
357NATIONAL RETAIL PROPERTIES INNN5,587$246,6770.02%
358SELECT SECTOR SPDR TR81369Y4071,645$245,9940.02%
359MIDDLEBY CORPMIDD1,669$244,6930.02%
360ROBERT HALF INTL INCRHI3,000$241,7100.02%
361ISHARES TR46432F3391,947$241,5550.02%
362REALTY INCOME CORPO3,737$237,5550.02%
363GENERAC HLDGS INCGNRC2,195$237,0820.02%
364CLOROX CO DELCLX1,493$236,2530.02%
365ALCON AGALC3,325$234,5460.02%
366KONTOOR BRANDS INCKTB4,800$232,2720.02%
367STERIS PLCSTE1,200$229,5360.02%
368INSTALLED BLDG PRODS INC45780R1012,000$228,0600.02%
369FIDELITY NATIONAL FINANCIALFNF6,500$227,0450.01%
370INVESCO QQQ TRIVZ700$224,6510.01%
371SOUTHWEST AIRLS CO8447411086,851$222,9320.01%
372DARDEN RESTAURANTS INCDRI1,436$222,8100.01%
373SCHWAB STRATEGIC TR8085242014,604$222,6960.01%
374ACTIVISION BLIZZARD INC00507V1092,581$220,9080.01%
375AMERICAN WTR WKS CO INC NEW0304201031,500$219,7350.01%
376GILEAD SCIENCES INCGILD2,645$219,4560.01%
377SYNOVUS FINL CORP87161C5016,978$217,7840.01%
378HAVERTY FURNITURE COS INC4195961016,791$216,7010.01%
379INVESCO EXCH TRADED FD TR IIIVZ2,841$216,1630.01%
380VANGUARD INDEX FDS9229087511,140$216,0990.01%
381BEIGENE LTDBEIGF1,000$215,5300.01%
382HEICO CORP NEWHEI-A1,238$211,7480.01%
383SPDR SER TR78464A7631,700$210,3070.01%
384KROGER COKR4,173$206,0220.01%
385SEMPRASREA1,350$205,6730.01%
386ENBRIDGE INCENNPF5,350$204,1030.01%
387ACUITY BRANDS INCAYI1,103$201,5520.01%
388AUTODESK INCADSK965$200,8750.01%
389FIRSTENERGY CORPFE4,879$195,4530.01%
390COMCAST CORP NEWCCZ5,120$194,1000.01%
391THE CIGNA GROUP125523100752$192,1590.01%
392VERISIGN INCVRSN900$190,1970.01%
393GRAINGER W W INC384802104276$190,1120.01%
394ENCOMPASS HEALTH CORPEHC3,500$189,8750.01%
395QUALYS INCQLYS1,448$188,2690.01%
396FIDELITY COVINGTON TRUST3160927093,537$187,0720.01%
397ALLEGION PLCALLE1,748$186,5650.01%
398CONSOLIDATED EDISON INCED1,942$185,7920.01%
399HANCOCK JOHN PREM DIVID FD41013T10514,967$185,4420.01%
400ISHARES TR4642886611,572$184,9460.01%
401DELTA AIR LINES INC DELDAL5,264$183,8190.01%
402RIVIAN AUTOMOTIVE INCRIVN11,828$183,0980.01%
403OCCIDENTAL PETE CORP6745991052,921$182,8840.01%
404INVESCO EXCHANGE TRADED FD TIVZ1,259$182,0770.01%
405BARRICK GOLD CORP0679011089,790$181,8010.01%
406AMERICAN ELEC PWR CO INC0255371011,971$179,3420.01%
407ISHARES TR464287812900$179,3070.01%
408EVERSOURCE ENERGYES2,200$172,1720.01%
409INVESCO EXCH TRD SLF IDX FDIVZ8,971$171,8850.01%
410INVESCO EXCH TRD SLF IDX FDIVZ8,473$171,8330.01%
411BARINGS CORPORATE INVS06759X10712,016$170,0260.01%
412COLUMBIA SPORTSWEAR COCOLM1,852$167,1250.01%
413EOG RES INCEOG1,442$165,2970.01%
414ENTERPRISE PRODS PARTNERS L2937921076,375$165,1130.01%
415ISHARES TR46436E8587,079$163,3840.01%
416HENRY SCHEIN INCHSIC2,000$163,0800.01%
417TEXAS ROADHOUSE INCTXRH1,500$162,0900.01%
418INGERSOLL RAND INCIR2,749$159,9370.01%
419BARINGS PARTN INVS06761A10312,435$159,4570.01%
420DEVON ENERGY CORP NEW25179M1033,141$158,9670.01%
421WISDOMTREE TRWT3,134$155,8980.01%
422SOUTHERN COPPER CORPSCCO2,000$152,5000.01%
423VANGUARD INTL EQUITY INDEX F9220428742,487$151,6030.01%
424SCHWAB STRATEGIC TR8085245082,214$150,2200.01%
425ENSTAR GROUP LIMITEDG3075P101648$150,2000.01%
426ISHARES TR4642876062,100$150,1710.01%
427TELADOC HEALTH INCTDOC5,754$149,0290.01%
428CONCENTRIX CORPCNXC1,223$148,6560.01%
429ONEOK INC NEWOKE2,293$145,6980.01%
430TORTOISE PWR & ENERGY INFRAS89147X10411,322$145,4880.01%
431T-MOBILE US INCTMUSZ1,000$144,8400.01%
432INVESCO EXCHANGE TRADED FD TIVZ950$143,5830.01%
433PPL CORPPPLC5,100$142,9530.01%
434MICROCHIP TECHNOLOGY INC.MCHPP1,694$141,9240.01%
435UNILEVER PLCUNLYF2,717$141,0940.01%
436BLACKSTONE INCBX1,605$140,9840.01%
437ISHARES TR464287507563$140,8410.01%
438SCHWAB STRATEGIC TR8085247971,924$140,7600.01%
439KKR & CO INCKKRT2,666$140,0130.01%
440ISHARES TR464287598915$139,3180.01%
441BOSTON SCIENTIFIC CORPBSX2,712$135,6820.01%
442APPLIED MATLS INC0382221051,100$135,1130.01%
443NORTHEAST BK LEWISTON ME66405S1004,000$134,6400.01%
444QUEST DIAGNOSTICS INCDGX950$134,4060.01%
445ISHARES TR4642878381,000$132,5300.01%
446GSK PLCGLAXF3,678$132,4490.01%
447SCOTTS MIRACLE-GRO COSMG1,894$132,1060.01%
448CROWN CASTLE INCCCI969$129,6910.01%
449CHECK POINT SOFTWARE TECH LTM22465104989$128,5700.01%
450REGENERON PHARMACEUTICALSREGN155$127,3590.01%
451SCHWAB STRATEGIC TR8085248476,345$123,7280.01%
452FORTINET INCFTNT1,843$122,4860.01%
453ROBLOX CORPRBLX2,700$121,4460.01%
454GE HEALTHCARE TECHNOLOGIES IGEHC1,473$120,8310.01%
455UBER TECHNOLOGIES INCUBER3,800$120,4600.01%
456KLA CORPKLAC299$119,3520.01%
457ADVANCED MICRO DEVICES INCAMD1,200$117,6120.01%
458GENERAL MTRS CO37045V1003,189$116,9730.01%
459TE CONNECTIVITY LTDTEL888$116,4620.01%
460EASTGROUP PPTYS INC277276101690$114,9340.01%
461APTARGROUP INCATR972$114,8810.01%
462VANGUARD WORLD FDS92204A4051,474$114,8100.01%
463BP PLCBPPFF3,007$114,0860.01%
464ZOOM VIDEO COMMUNICATIONS INZM1,516$111,9420.01%
465NVIDIA CORPORATIONNVDA400$111,1080.01%
466ARISTA NETWORKS INCANET653$109,6130.01%
467ALBEMARLE CORPALB-PA494$109,3920.01%
468VANECK ETF TRUST92189F6921,380$107,1300.01%
469VIRTUS EQUITY & CONV INCM FD92841M1015,314$104,4210.01%
470ISHARES TR4642874811,142$103,9800.01%
471STELLUS CAP INVT CORP8585681087,129$101,3980.01%
472LIBERTY MEDIA CORP DELFWONB3,000$101,0700.01%
473PUBLIC SVC ENTERPRISE GRP IN7445731061,600$99,9200.01%
474ISHARES TR464287192434$98,8830.01%
475SRH TOTAL RETURN FUND INCSTEW8,009$98,3510.01%
476ROYAL CARIBBEAN GROUPV7780T1031,500$97,9500.01%
477KRATOS DEFENSE & SEC SOLUTIO50077B2077,130$96,1130.01%
478ISHARES TR4642885131,250$94,4380.01%
479AGREE RLTY CORP0084921001,362$93,7740.01%
480MICRON TECHNOLOGY INCMU1,550$93,5270.01%
481NATIONAL GRID PLCNMPWP1,374$93,4190.01%
482BORGWARNER INCBWA1,900$93,3090.01%
483CHENIERE ENERGY INCLNG578$91,0930.01%
484SPS COMM INCSPSC593$90,3140.01%
485ISHARES TR4642872342,237$88,2730.01%
486CLOUDFLARE INCNET1,428$88,0510.01%
487ENTERGY CORP NEWENO789$85,0070.01%
488AUTOLIV INCALV908$84,7710.01%
489VANGUARD INTL EQUITY INDEX F9220428582,081$84,0800.01%
490ISHARES TR464287614343$83,8060.01%
491PUBLIC STORAGEPSA-PS275$83,0890.01%
492VANGUARD WORLD FDS92204A876551$81,2840.01%
493HP INCHPQ2,734$80,9610.01%
494TORTOISE ENERGY INFRA CORPTYG2,750$80,8500.01%
495BLACKROCK INCBLK120$80,2950.01%
496HANCOCK JOHN PFD INCOME FD I41013X1065,145$79,8570.01%
497BEST BUY INCBBY1,000$79,1900.01%
498BROWN & BROWN INCBRO1,377$79,0680.01%
499PRUDENTIAL FINL INCPUKPF950$78,6030.01%
500SIMON PPTY GROUP INC NEW828806109702$78,6030.01%